HSBC Global Asset Management
Industry: Company
DescriptionFounded: 1985 Parent organization: HSBC Subsidiaries: HSBC Global Asset Management (Deutschland) GmbH,
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HSBC Global Asset Management Employees
Employee
Years
Job
Industry
Loretta Chen Loretta Chen's HSBC Global Asset Management Experience July 2002 - April 2005
Job CPA, MBA
Industry Venture Capital & Private Equity
Experience
SolarCity September 2014 - Present
Carmenta Bioscience August 2013 - Present
Nokia Growth Partners August 2012 - May 2014
Venrock Associates March 2008 - November 2011
Citco Fund Services April 2005 - March 2008
HSBC Global Asset Management July 2002 - April 2005
UBS Global Asset Management June 2001 - August 2001
Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, QuickBooks, French, Cantonese, Partnership Accounting, Auditing, Internal Controls, Finance, Investments, Strategy, Forecasting, Venture Capital, Mergers & Acquisitions, Start-ups, Due Diligence, Hedge Funds, Management, Financial Modeling, Business Strategy
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Investment Management, Alternative Asset Management (Private Equity)
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA, Corporate Finance, Private Equity
Chartered Professional Accountant
CPA
University of Toronto 1998 — 2002
BBA, Accounting and Finance
SolarCity September 2014 - Present
Carmenta Bioscience August 2013 - Present
Nokia Growth Partners August 2012 - May 2014
Venrock Associates March 2008 - November 2011
Citco Fund Services April 2005 - March 2008
HSBC Global Asset Management July 2002 - April 2005
UBS Global Asset Management June 2001 - August 2001
Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, QuickBooks, French, Cantonese, Partnership Accounting, Auditing, Internal Controls, Finance, Investments, Strategy, Forecasting, Venture Capital, Mergers & Acquisitions, Start-ups, Due Diligence, Hedge Funds, Management, Financial Modeling, Business Strategy
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Investment Management, Alternative Asset Management (Private Equity)
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA, Corporate Finance, Private Equity
Chartered Professional Accountant
CPA
University of Toronto 1998 — 2002
BBA, Accounting and Finance
Deborah Chirichello-Rozario Deborah Chirichello-Rozario's HSBC Global Asset Management Experience December 2011 - Present
Job Vice President Financial Crime Compliance at HSBC
Industry Financial Services
Experience
HSBC Global Asset Management December 2011 - Present
HSBC Asset Management March 2007 - December 2011
HSBC Electronic Data Processing India May 2005 - March 2007
HSBC Securities 1998 - 2005
Skills
Series 7, Series 24
Education
New York Law School 1995 — 1998
JD, Law
The College of New Jersey
BA, Political Science with a Concentration in Public Administration
HSBC Global Asset Management December 2011 - Present
HSBC Asset Management March 2007 - December 2011
HSBC Electronic Data Processing India May 2005 - March 2007
HSBC Securities 1998 - 2005
Skills
Series 7, Series 24
Education
New York Law School 1995 — 1998
JD, Law
The College of New Jersey
BA, Political Science with a Concentration in Public Administration
Taraneh Khoie Taraneh Khoie's HSBC Global Asset Management Experience March 2015 - Present
Job Portfolio Administrator at HSBC
Industry Investment Banking
Experience
HSBC Global Asset Management March 2015 - Present
HSBC Global Asset Management October 2013 - May 2014
RBC Wealth Management - PH&N Investment Counsel June 2013 - August 2013
SAP January 2012 - August 2012
HRSDC September 2011 - December 2011
Skills
Business Intelligence, Java, C++, SQL, SAP, Financial Analysis, Python, MySQL, HTML, Databases, Bloomberg Terminal, Software Development, CSS, Matlab, Crystal Reports, Eclipse, Mobile Applications, Risk Management, Linux, Portfolio Management, Equities, Fixed Income, Asset Management, Portfolio Optimization
Education
CFA Institute
Chartered Financial Analyst program
Simon Fraser University 2007 — 2012
Bachelor, Computer Science
HSBC Global Asset Management March 2015 - Present
HSBC Global Asset Management October 2013 - May 2014
RBC Wealth Management - PH&N Investment Counsel June 2013 - August 2013
SAP January 2012 - August 2012
HRSDC September 2011 - December 2011
Skills
Business Intelligence, Java, C++, SQL, SAP, Financial Analysis, Python, MySQL, HTML, Databases, Bloomberg Terminal, Software Development, CSS, Matlab, Crystal Reports, Eclipse, Mobile Applications, Risk Management, Linux, Portfolio Management, Equities, Fixed Income, Asset Management, Portfolio Optimization
Education
CFA Institute
Chartered Financial Analyst program
Simon Fraser University 2007 — 2012
Bachelor, Computer Science
Eric (Hao) Zheng Eric (Hao) Zheng's HSBC Global Asset Management Experience July 2014 - July 2015
Job CFA Level II candidate
Industry Accounting
Experience
HSBC Global Asset Management July 2014 - July 2015
Stan W. Lee Chartered Accountant Firm March 2014 - June 2014
Sino Bright School January 2010 - December 2013
Skills
Financial Analysis, Cash Flow Management, Financial Accounting, Bank Reconciliation, Data Migration, SQL, Data Structures, Algorithms, Data Analysis, IT Support, C++, Java, Programming, Teamwork, Critical Thinking, Troubleshooting, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Taxprep 2013, Mandarin, Research, Access, Time Management, Communication, Excel Macro and VBA
Education
Simon Fraser University 2015 — 2017
Bachelor of Science (B.Sc.), Computer Science Second Degree
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Accounting (Minor in Economics), elective study in computation and programming, Dean's Honour Roll
CFA Institute
Passed CFA Level 1 exam
HSBC Global Asset Management July 2014 - July 2015
Stan W. Lee Chartered Accountant Firm March 2014 - June 2014
Sino Bright School January 2010 - December 2013
Skills
Financial Analysis, Cash Flow Management, Financial Accounting, Bank Reconciliation, Data Migration, SQL, Data Structures, Algorithms, Data Analysis, IT Support, C++, Java, Programming, Teamwork, Critical Thinking, Troubleshooting, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Taxprep 2013, Mandarin, Research, Access, Time Management, Communication, Excel Macro and VBA
Education
Simon Fraser University 2015 — 2017
Bachelor of Science (B.Sc.), Computer Science Second Degree
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Accounting (Minor in Economics), elective study in computation and programming, Dean's Honour Roll
CFA Institute
Passed CFA Level 1 exam
Denis Lessard, F.Pl., CIM Denis Lessard, F.Pl., CIM's HSBC Global Asset Management Experience October 2006 - May 2012
Job Senior Financial Consultant at MD Management Limited
Industry Financial Services
Experience
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
Dustin Schneider, CFA's HSBC Global Asset Management Experience February 2012 - July 2014
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2014 - Present
HSBC Global Asset Management February 2012 - July 2014
HSBC Global Asset Management January 2007 - January 2012
Bear Stearns July 2003 - December 2006
Skills
Asset Management, Emerging Markets, Investment Management, Asset Managment, Bloomberg, Financial Markets, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Corporate Finance, Financial Modeling, Financial Services, Investment Strategies, Securities, Fixed Income, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Neuberger Berman July 2014 - Present
HSBC Global Asset Management February 2012 - July 2014
HSBC Global Asset Management January 2007 - January 2012
Bear Stearns July 2003 - December 2006
Skills
Asset Management, Emerging Markets, Investment Management, Asset Managment, Bloomberg, Financial Markets, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Corporate Finance, Financial Modeling, Financial Services, Investment Strategies, Securities, Fixed Income, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Bingling Liao Bingling Liao's HSBC Global Asset Management Experience January 2013 - May 2013
Job Investment Banking Analyst at Oberon Securities, LLC
Industry Financial Services
Experience
Oberon Securities, LLC August 2013 - Present
Produce Capital Corp. April 2013 - June 2013
HSBC Global Asset Management January 2013 - May 2013
China Credit Trust May 2012 - August 2012
Hunan TV July 2010 - August 2010
Skills
Investment Banking, Video Editing, Equity Research Analysis, Finance, Competitive Analysis, Financial Modeling, News Writing
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, International Finance, 3.5/4.0
Wuhan University 2007 — 2011
BA, English Language and Literature, 3.7/4.0
Coe College 2009 — 2009
Bachelor of Arts (BA), Journalism and Communication
Oberon Securities, LLC August 2013 - Present
Produce Capital Corp. April 2013 - June 2013
HSBC Global Asset Management January 2013 - May 2013
China Credit Trust May 2012 - August 2012
Hunan TV July 2010 - August 2010
Skills
Investment Banking, Video Editing, Equity Research Analysis, Finance, Competitive Analysis, Financial Modeling, News Writing
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, International Finance, 3.5/4.0
Wuhan University 2007 — 2011
BA, English Language and Literature, 3.7/4.0
Coe College 2009 — 2009
Bachelor of Arts (BA), Journalism and Communication
Marian Ho Marian Ho's HSBC Global Asset Management Experience March 2008 - April 2010
Job Senior Marketing Manager, Brand & Airports, North America at HSBC
Industry Marketing and Advertising
Experience
HSBC September 2014 - Present
HSBC January 2012 - Present
HSBC Bank Canada May 2010 - December 2011
HSBC Global Asset Management March 2008 - April 2010
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Marketing Communications, Marketing Management, Marketing, Market Research, Management, Advertising, Digital Marketing, Campaign Management, Segmentation
Education
Queen's University 2012 — 2013
Master of Business Administration (MBA)
The University of British Columbia 2003 — 2007
Bachelor of Commerce, Marketing, Transportation & Logistics
HSBC September 2014 - Present
HSBC January 2012 - Present
HSBC Bank Canada May 2010 - December 2011
HSBC Global Asset Management March 2008 - April 2010
Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Marketing Communications, Marketing Management, Marketing, Market Research, Management, Advertising, Digital Marketing, Campaign Management, Segmentation
Education
Queen's University 2012 — 2013
Master of Business Administration (MBA)
The University of British Columbia 2003 — 2007
Bachelor of Commerce, Marketing, Transportation & Logistics
Derek Amery Derek Amery's HSBC Global Asset Management Experience August 2003 - Present
Job Head of Canadian Fixed Income at HSBC Global Asset Management
Industry Investment Management
Experience
HSBC Global Asset Management August 2003 - Present
TAL Global Asset Management January 1994 - August 2003
Skills
Asset Management, Portfolio Management
Education
Dalhousie University 1991 — 1992
MA, Economics
Queens University 1987 — 1991
BAH, Economics
HSBC Global Asset Management August 2003 - Present
TAL Global Asset Management January 1994 - August 2003
Skills
Asset Management, Portfolio Management
Education
Dalhousie University 1991 — 1992
MA, Economics
Queens University 1987 — 1991
BAH, Economics
Oliver Chee-a-tow Oliver Chee-a-tow's HSBC Global Asset Management Experience 2009 - 2011
Job Proposal & Writing Content Mgr. @ American Management Association
Industry Writing and Editing
Experience
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
Christy Wong Christy Wong's HSBC Global Asset Management Experience April 2012 - November 2014
Job Channel Marketing Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers November 2014 - May 2015
HSBC Global Asset Management April 2012 - November 2014
HSBC July 2010 - April 2012
SkinCity 5.5 Spa October 2009 - May 2010
Make-A-Wish Foundation of Northeast New York January 2009 - June 2009
Skills
Management, Relationship Management, Marketing, Strategy, Training, Marketing Strategy, Leadership, Marketing Management, Marketing Communications, Project Management, Sales, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), Business Administration - Marketing/Management
Cohen & Steers November 2014 - May 2015
HSBC Global Asset Management April 2012 - November 2014
HSBC July 2010 - April 2012
SkinCity 5.5 Spa October 2009 - May 2010
Make-A-Wish Foundation of Northeast New York January 2009 - June 2009
Skills
Management, Relationship Management, Marketing, Strategy, Training, Marketing Strategy, Leadership, Marketing Management, Marketing Communications, Project Management, Sales, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), Business Administration - Marketing/Management
Michaela Miro Michaela Miro's HSBC Global Asset Management Experience September 2015 - Present
Job Analyst at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management September 2015 - Present
HSBC Global Asset Management March 2015 - September 2015
HSBC Global Asset Management July 2014 - March 2015
Cantor Fitzgerald August 2013 - October 2013
MyGradPad June 2013 - July 2013
SS&C GlobeOp June 2012 - August 2012
Somerset Hills Country Club May 2011 - August 2011
Skills
Microsoft Word, PowerPoint development, Microsoft Excel, POS, Event Management, Management, Time Management, PowerPoint, Customer Service, Research, Facebook, Microsoft Office, Social Media, Teamwork, Photoshop, SPSS, Social Networking, Public Speaking, Sales, Spanish, Economics, OS X, Editing, Event Planning, Financial Modeling, Analysis, Data Analysis
Education
Colgate University 2010 — 2014
Bachelor of Arts and Science, International Relations
University of Seville 2012 — 2012
HSBC Global Asset Management September 2015 - Present
HSBC Global Asset Management March 2015 - September 2015
HSBC Global Asset Management July 2014 - March 2015
Cantor Fitzgerald August 2013 - October 2013
MyGradPad June 2013 - July 2013
SS&C GlobeOp June 2012 - August 2012
Somerset Hills Country Club May 2011 - August 2011
Skills
Microsoft Word, PowerPoint development, Microsoft Excel, POS, Event Management, Management, Time Management, PowerPoint, Customer Service, Research, Facebook, Microsoft Office, Social Media, Teamwork, Photoshop, SPSS, Social Networking, Public Speaking, Sales, Spanish, Economics, OS X, Editing, Event Planning, Financial Modeling, Analysis, Data Analysis
Education
Colgate University 2010 — 2014
Bachelor of Arts and Science, International Relations
University of Seville 2012 — 2012
Sabaha Ahmed's HSBC Global Asset Management Experience July 2015 - Present
Job Performance Measurement and Client Reporting at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management July 2015 - Present
Guggenheim Partners October 2014 - March 2015
HSBC Securities August 2013 - October 2014
Albridge Solutions, a BNY Mellon Company May 2012 - August 2013
Pershing LLC, a BNY Mellon Company June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Oracle SQL Developer, Visio, Oracle Crystal Ball, Analysis, Management, Access, Financial Analysis
Education
Stevens Institute of Technology 2008 — 2012
Business and Technology, Finance
HSBC Global Asset Management July 2015 - Present
Guggenheim Partners October 2014 - March 2015
HSBC Securities August 2013 - October 2014
Albridge Solutions, a BNY Mellon Company May 2012 - August 2013
Pershing LLC, a BNY Mellon Company June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Oracle SQL Developer, Visio, Oracle Crystal Ball, Analysis, Management, Access, Financial Analysis
Education
Stevens Institute of Technology 2008 — 2012
Business and Technology, Finance
Alexander Aleksandrov's HSBC Global Asset Management Experience June 2013 - August 2013
Job Human Capital Analyst @ Mercer
Industry Human Resources
Experience
Mercer June 2014 - Present
HSBC Global Asset Management June 2013 - August 2013
JDC West Business Competition May 2012 - January 2013
HSBC Global Asset Management May 2012 - August 2012
UBC Learning Exchange September 2011 - April 2012
International Business Conference May 2011 - November 2011
Skills
Social Media, Event Management, Social Media Marketing, Marketing, Project Management, Advertising, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Analysis, Event Planning, Account Management, CRM, Corporate Finance, Customer Service, Data Analysis, Digital Marketing, Entrepreneurship, Financial Analysis, Fundraising, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Proposal Writing, Public Speaking
Education
The University of British Columbia 2008 — 2013
Bcom, Finance and Logistics
Beijing Language and Culture University 2010 — 2011
Chinese
Mercer June 2014 - Present
HSBC Global Asset Management June 2013 - August 2013
JDC West Business Competition May 2012 - January 2013
HSBC Global Asset Management May 2012 - August 2012
UBC Learning Exchange September 2011 - April 2012
International Business Conference May 2011 - November 2011
Skills
Social Media, Event Management, Social Media Marketing, Marketing, Project Management, Advertising, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Analysis, Event Planning, Account Management, CRM, Corporate Finance, Customer Service, Data Analysis, Digital Marketing, Entrepreneurship, Financial Analysis, Fundraising, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Proposal Writing, Public Speaking
Education
The University of British Columbia 2008 — 2013
Bcom, Finance and Logistics
Beijing Language and Culture University 2010 — 2011
Chinese
Annika Rohweder Annika Rohweder's HSBC Global Asset Management Experience July 2014 - Present
Job Credit Analyst at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management July 2014 - Present
HSBC Global Asset Management August 2012 - July 2014
Fortum May 2011 - August 2011
UPM Raflatac June 2009 - November 2010
Ministry of Education and Culture, Finland August 2008 - January 2010
Education
University of Oxford 2011 — 2012
MSc, Financial Economics
Helsinki School of Economics 2008 — 2011
BSc, Economics
HSBC Global Asset Management July 2014 - Present
HSBC Global Asset Management August 2012 - July 2014
Fortum May 2011 - August 2011
UPM Raflatac June 2009 - November 2010
Ministry of Education and Culture, Finland August 2008 - January 2010
Education
University of Oxford 2011 — 2012
MSc, Financial Economics
Helsinki School of Economics 2008 — 2011
BSc, Economics
Susan G. Hunt, CFA's HSBC Global Asset Management Experience September 2014 - Present
Job Head of Marketing (US) at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management September 2014 - Present
MSCI Inc. June 2010 - February 2014
ProFund Advisors LLC 2008 - 2010
XTF Global Asset Management 2006 - 2008
Skills
Investments, Mutual Funds, Financial Services, Marketing, ETFs, Financial Markets, Emerging Markets, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Indexing, Series 7, Variable Annuities, Email Marketing, Market Research, Brand Development, Marketing Strategy, Content Management, Public Relations, Integrated Marketing, Leadership, Product Development, Brand Management, Strategy, Management, Equities, Marketing Communications
Education
Wellesley College
Bachelor of Arts (BA), English Lit, Medieval & Renaissance Studies
New York University
PhD, Renaissance Sculpture
American Academy in Rome
Renaissance Sculpture
Warburg & Courtauld Institute
M.Phil., Combined Historical Studies--the Renaissance
HSBC Global Asset Management September 2014 - Present
MSCI Inc. June 2010 - February 2014
ProFund Advisors LLC 2008 - 2010
XTF Global Asset Management 2006 - 2008
Skills
Investments, Mutual Funds, Financial Services, Marketing, ETFs, Financial Markets, Emerging Markets, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Indexing, Series 7, Variable Annuities, Email Marketing, Market Research, Brand Development, Marketing Strategy, Content Management, Public Relations, Integrated Marketing, Leadership, Product Development, Brand Management, Strategy, Management, Equities, Marketing Communications
Education
Wellesley College
Bachelor of Arts (BA), English Lit, Medieval & Renaissance Studies
New York University
PhD, Renaissance Sculpture
American Academy in Rome
Renaissance Sculpture
Warburg & Courtauld Institute
M.Phil., Combined Historical Studies--the Renaissance
Anna Chiu's HSBC Global Asset Management Experience June 2014 - September 2014
Job Student at University of California, Los Angeles
Industry Research
Experience
HSBC Global Asset Management June 2014 - September 2014
Brio Electronic Commerce Limited July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Photoshop, Social Media, English, SPSS, Data Analysis, Leadership, Social Networking
Education
UCLA 2012 — 2016
Economics & Psychology
King George V School, Hong Kong 2006 — 2012
HSBC Global Asset Management June 2014 - September 2014
Brio Electronic Commerce Limited July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Photoshop, Social Media, English, SPSS, Data Analysis, Leadership, Social Networking
Education
UCLA 2012 — 2016
Economics & Psychology
King George V School, Hong Kong 2006 — 2012
Yan Zhang Yan Zhang's HSBC Global Asset Management Experience January 2013 - May 2013
Job Financial Analyst at RBC Capital Markets
Industry International Affairs
Experience
RBC Capital Markets September 2013 - Present
GuardHill Financial Corp. May 2013 - August 2013
HSBC Global Asset Management January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
HSBC June 2011 - August 2011
Ethnic Communities' Council of New South Wales May 2010 - August 2010
Phoenix Satellite Television July 2008 - August 2008
Skills
Microsoft Excel, Stata, SPSS, Final Cut Pro, Financial Modeling, Accounting, Financial Analysis, Economic Research, Policy Analysis, Quantative Analysis, Valuation, Equity Research, Mandarin, German, Real Estate Investment
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
RBC Capital Markets September 2013 - Present
GuardHill Financial Corp. May 2013 - August 2013
HSBC Global Asset Management January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
HSBC June 2011 - August 2011
Ethnic Communities' Council of New South Wales May 2010 - August 2010
Phoenix Satellite Television July 2008 - August 2008
Skills
Microsoft Excel, Stata, SPSS, Final Cut Pro, Financial Modeling, Accounting, Financial Analysis, Economic Research, Policy Analysis, Quantative Analysis, Valuation, Equity Research, Mandarin, German, Real Estate Investment
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
Philip L. Schantz Philip L. Schantz's HSBC Global Asset Management Experience May 2005 - January 2009
Job Independent Investment Management Professional
Industry Investment Management
Experience
Schantz Investments February 2009 - Present
HSBC Global Asset Management May 2005 - January 2009
Credit Suisse Asset Management February 2000 - April 2005
Prudential Securities, Inc. February 1988 - January 2000
E.F. Hutton & Co. July 1984 - January 1988
Wells Fargo Bank, N.A. January 1979 - June 1984
The Chase Manhattan Bank, N.A. February 1971 - December 1978
United States Army September 1970 - January 1971
Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options
Education
Lehigh University 1966 — 1970
B.A., Government (Magna Cum Laude)
Schantz Investments February 2009 - Present
HSBC Global Asset Management May 2005 - January 2009
Credit Suisse Asset Management February 2000 - April 2005
Prudential Securities, Inc. February 1988 - January 2000
E.F. Hutton & Co. July 1984 - January 1988
Wells Fargo Bank, N.A. January 1979 - June 1984
The Chase Manhattan Bank, N.A. February 1971 - December 1978
United States Army September 1970 - January 1971
Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options
Education
Lehigh University 1966 — 1970
B.A., Government (Magna Cum Laude)
Christine Socasau Christine Socasau's HSBC Global Asset Management Experience July 2011 - February 2014
Job Wealth Insights & Communications Lead at HSBC Bank Canada
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management February 2014 - Present
HSBC Global Asset Management July 2011 - February 2014
HSBC Bank Canada May 2007 - July 2011
HSBC Asset Management 2005 - 2007
C.Com Consulting 2002 - 2005
Valoris 1998 - 2002
Racal Datacom 1996 - 1998
Skills
Cross-functional Team..., Complex Project..., Product Development, Marketing Communications, Management Consulting, Business Process..., E-business, Sustainability Strategy, Wealth Management, Project Management, Strategy, Analytics, Marketing, Marketing Strategy, Event Planning, RFP, Product Marketing, Media Planning, POS, Business Strategy, Business Planning, Internet Strategy, Email Marketing Software, B2B Marketing Strategy, Written & Oral..., Creative Problem Solving, Lateral Thinking, Market Research, Management, Sustainability, Product Management
Education
HEC Lausanne - School of Business 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance-Marketing
HEC Montréal 1993 — 1994
International Exchange Program
Collège de Bois-de-Boulogne 1991 — 1993
Diplome d'Etudess Collegiales, Administration
Collège Marie de France 1982 — 1991
The University of British Columbia
HSBC Retail Banking and Wealth Management February 2014 - Present
HSBC Global Asset Management July 2011 - February 2014
HSBC Bank Canada May 2007 - July 2011
HSBC Asset Management 2005 - 2007
C.Com Consulting 2002 - 2005
Valoris 1998 - 2002
Racal Datacom 1996 - 1998
Skills
Cross-functional Team..., Complex Project..., Product Development, Marketing Communications, Management Consulting, Business Process..., E-business, Sustainability Strategy, Wealth Management, Project Management, Strategy, Analytics, Marketing, Marketing Strategy, Event Planning, RFP, Product Marketing, Media Planning, POS, Business Strategy, Business Planning, Internet Strategy, Email Marketing Software, B2B Marketing Strategy, Written & Oral..., Creative Problem Solving, Lateral Thinking, Market Research, Management, Sustainability, Product Management
Education
HEC Lausanne - School of Business 1993 — 1996
Bachelor of Business Administration (B.B.A.), Finance-Marketing
HEC Montréal 1993 — 1994
International Exchange Program
Collège de Bois-de-Boulogne 1991 — 1993
Diplome d'Etudess Collegiales, Administration
Collège Marie de France 1982 — 1991
The University of British Columbia
Joe Waring Joe Waring's HSBC Global Asset Management Experience July 2010 - January 2013
Job Associate Director at Evening Post Industries
Industry Newspapers
Experience
Evening Post Industries August 2013 - Present
HSBC Global Asset Management July 2010 - January 2013
HSBC Holdings May 2007 - July 2010
HSBC North America November 2006 - May 2007
King and Wood, PRC Lawyers April 2005 - September 2005
Skills
Climate Change, Business Strategy, Sustainability, Investments, Emerging Markets, Wealth Management, Asset Management, Mergers & Acquisitions, Business Development, Financial Services, Investment Banking
Education
Chartered Institute of Securities and Investments 2011 — 2012
CISI Masters in Wealth Management
University of South Carolina - The Moore School of Business 2004 — 2006
IMBA
University of South Carolina School of Law 2002 — 2006
JD/MBA, Law, International Business
University of North Carolina at Chapel Hill 1998 — 2002
A.B., Spanish, Political Science
Taft School 1994 — 1998
Evening Post Industries August 2013 - Present
HSBC Global Asset Management July 2010 - January 2013
HSBC Holdings May 2007 - July 2010
HSBC North America November 2006 - May 2007
King and Wood, PRC Lawyers April 2005 - September 2005
Skills
Climate Change, Business Strategy, Sustainability, Investments, Emerging Markets, Wealth Management, Asset Management, Mergers & Acquisitions, Business Development, Financial Services, Investment Banking
Education
Chartered Institute of Securities and Investments 2011 — 2012
CISI Masters in Wealth Management
University of South Carolina - The Moore School of Business 2004 — 2006
IMBA
University of South Carolina School of Law 2002 — 2006
JD/MBA, Law, International Business
University of North Carolina at Chapel Hill 1998 — 2002
A.B., Spanish, Political Science
Taft School 1994 — 1998
Joseph J LoPresti Joseph J LoPresti's HSBC Global Asset Management Experience September 2013 - Present
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management September 2013 - Present
Neuberger Berman September 2011 - September 2013
AXA Financial June 2006 - October 2009
Skills
Series 7, Series 66, Mutual Funds, Investments, Securities, Alternative Investments, Private Equity, Asset Allocation, Equities, Fixed Income, Wealth Management, Asset Managment, Currency, REIT, MLP, Variable Annuities, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Sales Presentations, High Performer, Exceed Sales Goals, Client Development, Client Maintenance, Sales Prospecting, Insurance, Territory Management, Territory Development, Territory Optimization, Client Facing Skills, Leadership Development, Leadership, Human Development, Multi-Cultural Team..., Educational Leadership, Goal-oriented..., Educational Philosophy, Best Practices, Direct Sales, Emotional Intelligence, Salesforce.com, Adobe, PowerPoint, Microsoft Excel, Microsoft Office, CRM, Client Service Oriented, Consultative Style, WebEx
Education
Columbia University in the City of New York 2010 — 2011
MA, Organization and Leadership
Boston College 2002 — 2006
BA, Communication and Philosophy, Cum Laude
Regis High School 1998 — 2002
New York, NY
HSBC Global Asset Management September 2013 - Present
Neuberger Berman September 2011 - September 2013
AXA Financial June 2006 - October 2009
Skills
Series 7, Series 66, Mutual Funds, Investments, Securities, Alternative Investments, Private Equity, Asset Allocation, Equities, Fixed Income, Wealth Management, Asset Managment, Currency, REIT, MLP, Variable Annuities, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Sales Presentations, High Performer, Exceed Sales Goals, Client Development, Client Maintenance, Sales Prospecting, Insurance, Territory Management, Territory Development, Territory Optimization, Client Facing Skills, Leadership Development, Leadership, Human Development, Multi-Cultural Team..., Educational Leadership, Goal-oriented..., Educational Philosophy, Best Practices, Direct Sales, Emotional Intelligence, Salesforce.com, Adobe, PowerPoint, Microsoft Excel, Microsoft Office, CRM, Client Service Oriented, Consultative Style, WebEx
Education
Columbia University in the City of New York 2010 — 2011
MA, Organization and Leadership
Boston College 2002 — 2006
BA, Communication and Philosophy, Cum Laude
Regis High School 1998 — 2002
New York, NY
Armel Romeo Kouassi, FRM Armel Romeo Kouassi, FRM's HSBC Global Asset Management Experience 2000 - 2000
Job Member of the Board at Wharton Club of Africa
Industry Capital Markets
Experience
Wharton Club of Africa January 2014 - Present
Hudson City Savings Bank March 2012 - Present
Citi February 2010 - Present
Discoverpoint Capital - Pan Africa focused Private Equity January 2009 - December 2009
Emerging Development Investment, LLC January 2009 - April 2009
Merrill Lynch 2008 - 2008
GE Capital January 2004 - December 2007
KPMG / Salustro Reydel January 2002 - December 2003
Finance Technology Management January 2001 - December 2001
HSBC Global Asset Management 2000 - 2000
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Derivatives, Fixed Income, Equities, Private Equity, Capital Markets, Financial Analysis, Emerging Markets, Bloomberg, Due Diligence, Portfolio Management, Hedge Funds, Investments, Risk Management, Alternative Investments, Asset Managment, Mergers, Financial Risk, Finance, Proprietary Trading, Financial Structuring, Structured Finance, Financial Markets, Trading, Structured Products, Market Risk, Strategy, Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
ESCP Europe 1999 — 2002
MS
ENSEA Advanced School of Statistics and Economy 1996 — 1999
MS
NYU Shack Institute of Real Estate
Wharton Club of Africa January 2014 - Present
Hudson City Savings Bank March 2012 - Present
Citi February 2010 - Present
Discoverpoint Capital - Pan Africa focused Private Equity January 2009 - December 2009
Emerging Development Investment, LLC January 2009 - April 2009
Merrill Lynch 2008 - 2008
GE Capital January 2004 - December 2007
KPMG / Salustro Reydel January 2002 - December 2003
Finance Technology Management January 2001 - December 2001
HSBC Global Asset Management 2000 - 2000
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Derivatives, Fixed Income, Equities, Private Equity, Capital Markets, Financial Analysis, Emerging Markets, Bloomberg, Due Diligence, Portfolio Management, Hedge Funds, Investments, Risk Management, Alternative Investments, Asset Managment, Mergers, Financial Risk, Finance, Proprietary Trading, Financial Structuring, Structured Finance, Financial Markets, Trading, Structured Products, Market Risk, Strategy, Banking
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
ESCP Europe 1999 — 2002
MS
ENSEA Advanced School of Statistics and Economy 1996 — 1999
MS
NYU Shack Institute of Real Estate
Mikki Columbus Mikki Columbus's HSBC Global Asset Management Experience 2009 - 2009
Job Director of Real Estate and Economic Development at Greater Jamaica Development Corporation
Industry Real Estate
Experience
Greater Jamaica Development Corporation 2013 - Present
Greater Jamaica Development Corporation 2011 - 2013
HSBC Global Asset Management 2009 - 2009
HSBC 2005 - 2008
Skills
Financial Modeling, Valuation, Strategy, Strategic Planning, Financial Analysis, Project Management, Portfolio Management, Asset Management, Real Estate Economics, Private Equity, Due Diligence, Capital Markets, Real Estate Development
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
New York University 2007 — 2009
Certificate of Real Estate, Schack Institue of Real Estate
Wesleyan University 2001 — 2005
BA, Classics
Columbia University in the City of New York
Introduction to Architecture Summer Program, SAPP
Rye Country Day School
Greater Jamaica Development Corporation 2013 - Present
Greater Jamaica Development Corporation 2011 - 2013
HSBC Global Asset Management 2009 - 2009
HSBC 2005 - 2008
Skills
Financial Modeling, Valuation, Strategy, Strategic Planning, Financial Analysis, Project Management, Portfolio Management, Asset Management, Real Estate Economics, Private Equity, Due Diligence, Capital Markets, Real Estate Development
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (M.B.A.)
New York University 2007 — 2009
Certificate of Real Estate, Schack Institue of Real Estate
Wesleyan University 2001 — 2005
BA, Classics
Columbia University in the City of New York
Introduction to Architecture Summer Program, SAPP
Rye Country Day School
Gordon R. Schonfeld, CFA Gordon R. Schonfeld, CFA's HSBC Global Asset Management Experience September 2011 - April 2012
Job Marketing Communicator
Industry Writing and Editing
Experience
HSBC Global Asset Management September 2011 - April 2012
Legg Mason & Co., LLC November 2009 - July 2011
J.P. Morgan Asset Management January 2009 - March 2009
AllianceBernstein Institutional Investments November 2005 - October 2008
Credit Suisse Asset Management 1996 - 2004
Skills
Marketing communications, Financial writing, Financial services, Asset management, Thought leadership, Content development, Website content audit, DC/Retirement, Content Development, Mutual Funds, Hedge Funds, Competitive Analysis, Equities, Finance, Alternative Investments, Editing, Financial Services, Fixed Income, Asset Managment, Marketing Communications, Portfolio Management, Investments, Thought Leadership, Capital Markets, Asset Allocation, Asset Management, Investment Strategies, Private Equity, Integrated Marketing, Investment Management, Emerging Markets, Market Research, Securities, Strategy, Series 7, Financial Advisory, ETFs, Economics, Financial Markets, Bonds
Education
CFA Institute
Chartered Financial Analyst
New York University - Leonard N. Stern School of Business
M.B.A., finance
University of Pennsylvania
B.A., American civilization
HSBC Global Asset Management September 2011 - April 2012
Legg Mason & Co., LLC November 2009 - July 2011
J.P. Morgan Asset Management January 2009 - March 2009
AllianceBernstein Institutional Investments November 2005 - October 2008
Credit Suisse Asset Management 1996 - 2004
Skills
Marketing communications, Financial writing, Financial services, Asset management, Thought leadership, Content development, Website content audit, DC/Retirement, Content Development, Mutual Funds, Hedge Funds, Competitive Analysis, Equities, Finance, Alternative Investments, Editing, Financial Services, Fixed Income, Asset Managment, Marketing Communications, Portfolio Management, Investments, Thought Leadership, Capital Markets, Asset Allocation, Asset Management, Investment Strategies, Private Equity, Integrated Marketing, Investment Management, Emerging Markets, Market Research, Securities, Strategy, Series 7, Financial Advisory, ETFs, Economics, Financial Markets, Bonds
Education
CFA Institute
Chartered Financial Analyst
New York University - Leonard N. Stern School of Business
M.B.A., finance
University of Pennsylvania
B.A., American civilization
Jerry Koonar Jerry Koonar's HSBC Global Asset Management Experience March 2004 - March 2009
Job Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
Industry Investment Management
Experience
Leith Wheeler Investment Counsel Ltd. June 2011 - Present
DundeeWealth Investment Counsel April 2009 - June 2011
HSBC Global Asset Management March 2004 - March 2009
Skills
Investments, Asset Managment, Investment Management
Education
University of Calgary 1989 — 1993
Bachelor of Commerce, Accounting and Finance
Leith Wheeler Investment Counsel Ltd. June 2011 - Present
DundeeWealth Investment Counsel April 2009 - June 2011
HSBC Global Asset Management March 2004 - March 2009
Skills
Investments, Asset Managment, Investment Management
Education
University of Calgary 1989 — 1993
Bachelor of Commerce, Accounting and Finance
Erin Nelson's HSBC Global Asset Management Experience 2009 - 2014
Job Ent Web Design/Marketing, Archaeologist, National Geographic Photographer National Geographic Your Shot NatGeo.com
Industry Internet
Experience
Internet Industry July 2013 - Present
Endurance International Group August 2012 - Present
State of Arizona February 2010 - Present
National Geographic NatGeo.com January 2015 - Present
HSBC Global Asset Management 2009 - 2014
TKS August 2010 - August 2011
Mentoring of America May 2007 - January 2011
Skills
Sales Management, Communication Training, Customer Retention, Customer Acquisition, Quality Assurance, Customer Service..., Client Development, Customer Experience, Event Management, Floor Management, Lead Generation, Product Management, Integrated Marketing, Web Services, SEM, Online Advertising, PPC, SEO, E-commerce, Web Analytics, Affiliate Marketing, Event Planning, Wordpress, PowerPoint, Website Development, archeology, Rock Art Recording, Establishing a Datam, UTMC Codes, Protecting Our Natural..., WordPress, Social Networking, Online Marketing, Training, Google Adwords, Management, Archaeology, Customer Satisfaction, CRM, Email Marketing, Program Management, Marketing, Sales, Analytics, Market Research, Social Media Marketing, Entrepreneurship, Marketing Communications, Marketing Strategy, Strategic Partnerships
Education
University of Advancing Computer Technology 1994 — 1997
BASC, Computer Sciences Engineering
GrandCanyon University 1989 — 1991
None Switched from GCU to ASU for further studies, International Law and Legal Studies
Arizona State University 1992 — 2001
Bachelor of Applied Science (B.A.Sc.), Theology Philosophy
University of Advancing Technology
Internet Industry July 2013 - Present
Endurance International Group August 2012 - Present
State of Arizona February 2010 - Present
National Geographic NatGeo.com January 2015 - Present
HSBC Global Asset Management 2009 - 2014
TKS August 2010 - August 2011
Mentoring of America May 2007 - January 2011
Skills
Sales Management, Communication Training, Customer Retention, Customer Acquisition, Quality Assurance, Customer Service..., Client Development, Customer Experience, Event Management, Floor Management, Lead Generation, Product Management, Integrated Marketing, Web Services, SEM, Online Advertising, PPC, SEO, E-commerce, Web Analytics, Affiliate Marketing, Event Planning, Wordpress, PowerPoint, Website Development, archeology, Rock Art Recording, Establishing a Datam, UTMC Codes, Protecting Our Natural..., WordPress, Social Networking, Online Marketing, Training, Google Adwords, Management, Archaeology, Customer Satisfaction, CRM, Email Marketing, Program Management, Marketing, Sales, Analytics, Market Research, Social Media Marketing, Entrepreneurship, Marketing Communications, Marketing Strategy, Strategic Partnerships
Education
University of Advancing Computer Technology 1994 — 1997
BASC, Computer Sciences Engineering
GrandCanyon University 1989 — 1991
None Switched from GCU to ASU for further studies, International Law and Legal Studies
Arizona State University 1992 — 2001
Bachelor of Applied Science (B.A.Sc.), Theology Philosophy
University of Advancing Technology
Christopher Dry Christopher Dry's HSBC Global Asset Management Experience July 2012 - April 2014
Job Client Advisor Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2014 - Present
HSBC Global Asset Management July 2012 - April 2014
HSBC Bank Canada November 2010 - July 2012
HSBC Bank Canada February 2008 - November 2010
HSBC Bank Canada May 2006 - February 2008
Skills
Relationship Management, Banking, Wealth Management, Mutual Funds, Credit, Investments, Credit Risk, Credit Analysis
Education
Mount Royal University
UBS Wealth Management April 2014 - Present
HSBC Global Asset Management July 2012 - April 2014
HSBC Bank Canada November 2010 - July 2012
HSBC Bank Canada February 2008 - November 2010
HSBC Bank Canada May 2006 - February 2008
Skills
Relationship Management, Banking, Wealth Management, Mutual Funds, Credit, Investments, Credit Risk, Credit Analysis
Education
Mount Royal University
Justin Epstein's HSBC Global Asset Management Experience March 2015 - Present
Job Investment Sales RIA, Family Office, and Private Bank (East Coast Region) at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2015 - Present
BNY Mellon Investment Management June 2010 - March 2015
BNY Mellon Investment Management June 2010 - January 2011
PIMCO/Allianz Global Investors July 2006 - June 2010
UBS Financial Services July 2004 - July 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
HSBC Global Asset Management March 2015 - Present
BNY Mellon Investment Management June 2010 - March 2015
BNY Mellon Investment Management June 2010 - January 2011
PIMCO/Allianz Global Investors July 2006 - June 2010
UBS Financial Services July 2004 - July 2006
Skills
Series 7, Series 63, Series 65, Mutual Funds, Asset Allocation, Alternative Investments, Uniform Combined State..., Separately Managed..., Securities, Asset Management, Investments, Investment Management, Bonds, Hedge Funds, Wealth Management, ETFs, Fixed Income, Equities, Portfolio Management
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance
Nilesh Sah Nilesh Sah's HSBC Global Asset Management Experience April 2008 - July 2008
Job Assistant Professor of Finance at UWGreen Bay
Industry Research
Experience
UW-Green Bay August 2015 - Present
University of South Florida August 2010 - August 2015
University of Central Florida August 2014 - May 2015
Central Bank of India June 2009 - July 2010
HSBC Global Asset Management April 2008 - July 2008
Terra Electrosoft May 2005 - June 2005
Skills
Financial Modeling, SAS, Matlab, Data Analysis, Business Analysis, Research, Statistical Modeling, Data Mining, Java, SPSS, R, Quantitative Analytics, Analysis, Economics, Market Research, Stata, Microsoft Excel, SQL, Statistics
Education
University of South Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Finance, General
Symbiosis Center For Management and Human Resource Development 2007 — 2009
MBA, Finance
College of Engineering Pune 2003 — 2007
B.Tech, Electronics and Telecommunication
Swami Vivekanand Jr College, Mumbai 2001 — 2003
HSC (Vocational), Mathematics, Physics, Chemistry, Computer Science.
Swami Vivekanand High School, Mumbai 2001 — 2001
SSC
UW-Green Bay August 2015 - Present
University of South Florida August 2010 - August 2015
University of Central Florida August 2014 - May 2015
Central Bank of India June 2009 - July 2010
HSBC Global Asset Management April 2008 - July 2008
Terra Electrosoft May 2005 - June 2005
Skills
Financial Modeling, SAS, Matlab, Data Analysis, Business Analysis, Research, Statistical Modeling, Data Mining, Java, SPSS, R, Quantitative Analytics, Analysis, Economics, Market Research, Stata, Microsoft Excel, SQL, Statistics
Education
University of South Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Finance, General
Symbiosis Center For Management and Human Resource Development 2007 — 2009
MBA, Finance
College of Engineering Pune 2003 — 2007
B.Tech, Electronics and Telecommunication
Swami Vivekanand Jr College, Mumbai 2001 — 2003
HSC (Vocational), Mathematics, Physics, Chemistry, Computer Science.
Swami Vivekanand High School, Mumbai 2001 — 2001
SSC
David Rowen, CFA, FRM's HSBC Global Asset Management Experience September 2012 - January 2015
Job Managing Director at Phocion Investments Inc.
Industry Investment Management
Experience
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Jeanie Sun's HSBC Global Asset Management Experience March 2008 - October 2011
Job Client Specialist Asset Management at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2015 - Present
Thomson Reuters November 2011 - January 2015
HSBC Global Asset Management March 2008 - October 2011
Morgan Stanley June 2006 - March 2008
Morgan Stanley June 2005 - June 2006
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Equities, Bloomberg Terminal, Structured Products, Alternative Investments, Trading Systems, Bonds, FX Options, Capital Markets, Investment Management, Asset Allocation, Equity Derivatives, Emerging Markets, Credit Derivatives, Portfolio Management, Trading, Financial Markets, Asset Management
Education
Baruch College
BBA, Finance
Thomson Reuters January 2015 - Present
Thomson Reuters November 2011 - January 2015
HSBC Global Asset Management March 2008 - October 2011
Morgan Stanley June 2006 - March 2008
Morgan Stanley June 2005 - June 2006
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Equities, Bloomberg Terminal, Structured Products, Alternative Investments, Trading Systems, Bonds, FX Options, Capital Markets, Investment Management, Asset Allocation, Equity Derivatives, Emerging Markets, Credit Derivatives, Portfolio Management, Trading, Financial Markets, Asset Management
Education
Baruch College
BBA, Finance
Rachel Lou, CPA, CA's HSBC Global Asset Management Experience 2010 - February 2012
Job Assistant Controller at Cactus Club Cafe
Industry Accounting
Experience
Cactus Club Cafe June 2015 - Present
KPMG Canada September 2014 - June 2015
KPMG Canada September 2012 - August 2014
UBC Portfolio Management Foundation February 2011 - July 2012
Ignite! Conference and Career Fair March 2011 - March 2012
HSBC Global Asset Management 2010 - February 2012
UBC Tax Assistance Clinic January 2010 - April 2011
UBC Commerce Undergraduate Society April 2010 - March 2011
Ignite! Conference and Career Fair April 2010 - October 2010
Human Resources Management Club March 2009 - April 2010
Skills
Leadership, Time Management, Teamwork, Financial Analysis, Financial Accounting, Project Management, Microsoft Excel, ASPE, Hospitality, Food & Beverage, Construction, Nonprofits, Event Planning, Fundraising, Marketing, Management, Training, Marketing Strategy, Recruiting, Accounting, Project Planning, Sponsorship, Finance, Team Leadership
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce (B.Com.), Accounting
Cactus Club Cafe June 2015 - Present
KPMG Canada September 2014 - June 2015
KPMG Canada September 2012 - August 2014
UBC Portfolio Management Foundation February 2011 - July 2012
Ignite! Conference and Career Fair March 2011 - March 2012
HSBC Global Asset Management 2010 - February 2012
UBC Tax Assistance Clinic January 2010 - April 2011
UBC Commerce Undergraduate Society April 2010 - March 2011
Ignite! Conference and Career Fair April 2010 - October 2010
Human Resources Management Club March 2009 - April 2010
Skills
Leadership, Time Management, Teamwork, Financial Analysis, Financial Accounting, Project Management, Microsoft Excel, ASPE, Hospitality, Food & Beverage, Construction, Nonprofits, Event Planning, Fundraising, Marketing, Management, Training, Marketing Strategy, Recruiting, Accounting, Project Planning, Sponsorship, Finance, Team Leadership
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce (B.Com.), Accounting
Sandy Watkins Sandy Watkins's HSBC Global Asset Management Experience September 2009 - December 2009
Job VP Internal Audit at BlackRock
Industry Financial Services
Experience
Ernst & Young August 2010 - May 2014
Ernst & Young August 2010 - February 2012
KPMG LLP January 2010 - August 2010
HSBC Global Asset Management September 2009 - December 2009
Free Lance October 2008 - June 2009
Barclays Bank PLC November 2007 - March 2008
Northern Trust Global Investments September 2006 - November 2007
SG Corporate Investment Banking January 2005 - September 2006
Oasis April 2004 - November 2004
Goldberg Wagner & Jacobs, LLP February 2002 - December 2003
Skills
Risk Management, Financial Risk, Internal Audit, Asset Management, Internal Controls, Auditing, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Corporate Governance, CCAR, Due Diligence, Operational Risk..., Basel II, III, ICAAP, IFRS, Risk, Audit, Event Management, Manage large projects..., multilangual, Governance, Finance
Education
Western Carolina University 1995 — 1998
BSBA, Economics, 4.0
CERAM Sophia Antipolis 1995 — 1998
BS, Engineering (Prepa)
International School in Valbonne, Sophia 1990 — 1995
Bacchaloreat, Sciences (Maths)
Ernst & Young August 2010 - May 2014
Ernst & Young August 2010 - February 2012
KPMG LLP January 2010 - August 2010
HSBC Global Asset Management September 2009 - December 2009
Free Lance October 2008 - June 2009
Barclays Bank PLC November 2007 - March 2008
Northern Trust Global Investments September 2006 - November 2007
SG Corporate Investment Banking January 2005 - September 2006
Oasis April 2004 - November 2004
Goldberg Wagner & Jacobs, LLP February 2002 - December 2003
Skills
Risk Management, Financial Risk, Internal Audit, Asset Management, Internal Controls, Auditing, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Corporate Governance, CCAR, Due Diligence, Operational Risk..., Basel II, III, ICAAP, IFRS, Risk, Audit, Event Management, Manage large projects..., multilangual, Governance, Finance
Education
Western Carolina University 1995 — 1998
BSBA, Economics, 4.0
CERAM Sophia Antipolis 1995 — 1998
BS, Engineering (Prepa)
International School in Valbonne, Sophia 1990 — 1995
Bacchaloreat, Sciences (Maths)
Faisal Kirmani,CFA's HSBC Global Asset Management Experience March 2015 - Present
Job Risk Analyst at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2015 - Present
Morgan International February 2013 - Present
HSBC BANK CANADA February 2012 - March 2015
HSBC Bank Canada June 2007 - February 2012
HSBC BANK CANADA June 2007 - February 2012
HSBC Bank Canada July 2009 - December 2009
HSBC Bank Canada July 2007 - July 2008
Skills
Financial Analysis, Corporate Finance, Sales Presentations, Investments, Mutual Funds, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Asset Management, Financial Risk, Portfolio Management, Analysis, Risk Management, Financial Modeling, Management, Finance, Financial Markets, Equities, Credit, Valuation, Loans, Managerial Finance, Economics, Market Risk, Fixed Income, Capital Markets, Credit Analysis, Banking, Accounting, Equity Valuation, Financial Planning, Financial Services
Education
CFA Institute 2008 — 2012
CFA, Finance
Canadian Securities Institute(CSI) 2007 — 2007
Canadian Securities Course, Personal Finance
The University of British Columbia 2004 — 2007
BCOM, Corporate Finance
Institute of Business Administration 2001 — 2003
Institute of Business Administration 2001 — 2003
OASYS
HSBC Global Asset Management March 2015 - Present
Morgan International February 2013 - Present
HSBC BANK CANADA February 2012 - March 2015
HSBC Bank Canada June 2007 - February 2012
HSBC BANK CANADA June 2007 - February 2012
HSBC Bank Canada July 2009 - December 2009
HSBC Bank Canada July 2007 - July 2008
Skills
Financial Analysis, Corporate Finance, Sales Presentations, Investments, Mutual Funds, Derivatives, Asset Allocation, Bloomberg, Strategic Financial..., Asset Management, Financial Risk, Portfolio Management, Analysis, Risk Management, Financial Modeling, Management, Finance, Financial Markets, Equities, Credit, Valuation, Loans, Managerial Finance, Economics, Market Risk, Fixed Income, Capital Markets, Credit Analysis, Banking, Accounting, Equity Valuation, Financial Planning, Financial Services
Education
CFA Institute 2008 — 2012
CFA, Finance
Canadian Securities Institute(CSI) 2007 — 2007
Canadian Securities Course, Personal Finance
The University of British Columbia 2004 — 2007
BCOM, Corporate Finance
Institute of Business Administration 2001 — 2003
Institute of Business Administration 2001 — 2003
OASYS
Craig Altholz, CFA Craig Altholz, CFA's HSBC Global Asset Management Experience 2008 - 2010
Job Senior Product Manager Institutional Fixed Income
Industry Investment Management
Experience
Invesco 2013 - Present
J.P. Morgan 2011 - 2011
HSBC Global Asset Management 2008 - 2010
Barclays Capital 2007 - 2008
BlackRock 2002 - 2006
Skills
Emerging Markets, Natural Resources, Investments, Fundamental Analysis, Fixed Income, Derivatives, Financial Modeling, Team Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Invesco 2013 - Present
J.P. Morgan 2011 - 2011
HSBC Global Asset Management 2008 - 2010
Barclays Capital 2007 - 2008
BlackRock 2002 - 2006
Skills
Emerging Markets, Natural Resources, Investments, Fundamental Analysis, Fixed Income, Derivatives, Financial Modeling, Team Leadership
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Rick W. Liu's HSBC Global Asset Management Experience 2011 - Present
Job Portfolio Manager High Yield at HSBC Global Asset Management
Industry Investment Management
Experience
HSBC Global Asset Management 2011 - Present
HSBC Global Asset Management 2005 - 2011
HSBC 2005 - 2005
HSBC 2004 - 2005
Credit Suisse First Boston 2003 - 2004
Skills
High Yield, Special Situations, Fixed Income, Credit, Alternative Investments, Distressed Debt, Debt Markets, Portfolio Management, Chinese, Capital Structure, Restructuring, Financial Modeling, Hedge Funds, Valuation, Asset Management, Investments, Investment Strategies, Asset Allocation, Bonds
Education
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Finance (Honors)
HSBC Global Asset Management 2011 - Present
HSBC Global Asset Management 2005 - 2011
HSBC 2005 - 2005
HSBC 2004 - 2005
Credit Suisse First Boston 2003 - 2004
Skills
High Yield, Special Situations, Fixed Income, Credit, Alternative Investments, Distressed Debt, Debt Markets, Portfolio Management, Chinese, Capital Structure, Restructuring, Financial Modeling, Hedge Funds, Valuation, Asset Management, Investments, Investment Strategies, Asset Allocation, Bonds
Education
The University of British Columbia 1999 — 2003
Bachelor of Commerce, Finance (Honors)
Catherine (Cari) Cardaci Catherine (Cari) Cardaci's HSBC Global Asset Management Experience 2007 - December 2012
Job Chief Marketing Officer at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Tina Tse's HSBC Global Asset Management Experience December 2009 - July 2011
Job Digital Marketing | RFPs | Social Media
Industry Investment Management
Experience
MacKay Shields LLC November 2012 - Present
UBS Global Asset Management July 2011 - July 2012
HSBC Global Asset Management December 2009 - July 2011
AIG Investments February 2005 - November 2009
Credit Agricole Asset Management September 2001 - December 2004
PPM America, Inc. July 1999 - August 2001
Invesco Hong Kong Ltd. July 1995 - August 1998
Prudential Securities July 1992 - March 1995
Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations
Education
Boston University - School of Management
BSBA, Finance and Marketing
MacKay Shields LLC November 2012 - Present
UBS Global Asset Management July 2011 - July 2012
HSBC Global Asset Management December 2009 - July 2011
AIG Investments February 2005 - November 2009
Credit Agricole Asset Management September 2001 - December 2004
PPM America, Inc. July 1999 - August 2001
Invesco Hong Kong Ltd. July 1995 - August 1998
Prudential Securities July 1992 - March 1995
Skills
Alternative Investments, Capital Markets, Marketing, Investment Management, Integrated Marketing, Investment Advisory, Thought Leadership, Asset Managment, Content Development, Talent Management, Strategic Planning, Risk Management, Financial Markets, Bonds, Positioning, Cross-functional Team..., Strategy, Competitive Analysis, Institutional..., Marketing Communications, Investor Relations
Education
Boston University - School of Management
BSBA, Finance and Marketing
Balasubramanian Kathavarayan Balasubramanian Kathavarayan's HSBC Global Asset Management Experience October 2008 - March 2011
Job SENIOR PEOPLESOFT CONSULTANT
Industry Information Technology and Services
Experience
Sprint February 2015 - Present
Baptist Health South Florida August 2014 - February 2015
Toyota Manufacturing and Engineering Kentucky April 2012 - February 2015
MTA April 2011 - March 2012
HSBC Global Asset Management October 2008 - March 2011
Skills
PeopleSoft, Requirements Analysis, Oracle, SQL, Business Analysis, Visio, Microsoft SQL Server, Requirements Gathering, SDLC, Databases, Integration, Crystal Reports, Consulting, PeopleCode, Business Process, SharePoint, Vendor Management, Project Management, Informatica, Team Management, Project Planning, Quality Assurance, Agile Methodologies, Business Intelligence, KPI Implementation, System Life Cycle, System Maintenance
Education
Bharathidasan University 2000 — 2005
Masters in Computer Science, Computer Science
Sprint February 2015 - Present
Baptist Health South Florida August 2014 - February 2015
Toyota Manufacturing and Engineering Kentucky April 2012 - February 2015
MTA April 2011 - March 2012
HSBC Global Asset Management October 2008 - March 2011
Skills
PeopleSoft, Requirements Analysis, Oracle, SQL, Business Analysis, Visio, Microsoft SQL Server, Requirements Gathering, SDLC, Databases, Integration, Crystal Reports, Consulting, PeopleCode, Business Process, SharePoint, Vendor Management, Project Management, Informatica, Team Management, Project Planning, Quality Assurance, Agile Methodologies, Business Intelligence, KPI Implementation, System Life Cycle, System Maintenance
Education
Bharathidasan University 2000 — 2005
Masters in Computer Science, Computer Science
Nkemjika (Kem) ILoka-Obealor Nkemjika (Kem) ILoka-Obealor's HSBC Global Asset Management Experience February 2005 - July 2006
Job
Industry Financial Services
Experience
PricewaterhouseCoopers LLP July 2007 - 2014
Office of the New York City Comptroller August 2006 - July 2007
HSBC Global Asset Management February 2005 - July 2006
Israeloff, Trattner & Co. P.C. October 2003 - July 2004
Skills
Forensic Accounting, Due Diligence, Litigation Support, FCPA, Financial Analysis, Internal Controls, Certified Fraud Examiner, Fund Accounting, Anti Money Laundering, Fraud, Finance, Financial Risk, Accounts Payable, Payroll, General Ledger, Accounts Receivable
Education
Baruch College, City University of New York (CUNY)
B.B.A. with Honors in Accounting
PricewaterhouseCoopers LLP July 2007 - 2014
Office of the New York City Comptroller August 2006 - July 2007
HSBC Global Asset Management February 2005 - July 2006
Israeloff, Trattner & Co. P.C. October 2003 - July 2004
Skills
Forensic Accounting, Due Diligence, Litigation Support, FCPA, Financial Analysis, Internal Controls, Certified Fraud Examiner, Fund Accounting, Anti Money Laundering, Fraud, Finance, Financial Risk, Accounts Payable, Payroll, General Ledger, Accounts Receivable
Education
Baruch College, City University of New York (CUNY)
B.B.A. with Honors in Accounting
Tanuja Pulakhandam, CFA Tanuja Pulakhandam, CFA's HSBC Global Asset Management Experience 2001 - January 2007
Job Senior Vice President Product Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
Eduardo R. Bustos-Gibert Eduardo R. Bustos-Gibert's HSBC Global Asset Management Experience 2000 - 2002
Job Independent Strategic Investment Trainer, Consultant & Performance Development Coach
Industry Professional Training & Coaching
Experience
Euromoney Learning Solutions / Independent Professional Trainer, Consultant & Coach December 2007 - Present
Global Investment Consultant March 2002 - December 2007
HSBC Global Asset Management 2000 - 2002
Citibank 1992 - 2000
SARCO -Private Wealth Management & Financial Services Firm 1986 - 1992
Skills
Asset Managment, Portfolio Management, Financial Markets, Business Strategy, Emerging Markets, Banking, Risk Management, Coaching, Training Delivery, Management Consulting, Asset Management, Private Equity, Investments, Business Development, Capital Markets, Strategy, Finance, Equities, Fixed Income, Alternative Investments
Education
Thunderbird School of Global Management
MBA in Global Management, International MBA
Universidad La Salle, A.C.
B.A. in Business Administration, Accounting, Finance, and Management
Euromoney Learning Solutions / Independent Professional Trainer, Consultant & Coach December 2007 - Present
Global Investment Consultant March 2002 - December 2007
HSBC Global Asset Management 2000 - 2002
Citibank 1992 - 2000
SARCO -Private Wealth Management & Financial Services Firm 1986 - 1992
Skills
Asset Managment, Portfolio Management, Financial Markets, Business Strategy, Emerging Markets, Banking, Risk Management, Coaching, Training Delivery, Management Consulting, Asset Management, Private Equity, Investments, Business Development, Capital Markets, Strategy, Finance, Equities, Fixed Income, Alternative Investments
Education
Thunderbird School of Global Management
MBA in Global Management, International MBA
Universidad La Salle, A.C.
B.A. in Business Administration, Accounting, Finance, and Management
Sandrine Rol, CFA's HSBC Global Asset Management Experience January 2013 - Present
Job Vice President US Consultants Relations
Industry Investment Management
Experience
HSBC Global Asset Management January 2013 - Present
EIM April 2008 - August 2012
LODH June 2007 - March 2008
HSBC Private Bank September 2003 - May 2007
Skills
Hedge Funds, Portfolio Management, Wealth Management, Research, Sales Process, Mutual Funds, Due Diligence, Investment Advisory, Investment Strategies, Emerging Markets, Alternative Investments, Asset Management, Investments, Equities, Fund Of Funds, Asset Allocation, Trading, Investment Management, Investment Banking, Risk Management, Financial Risk, Strategy
Education
CAIA 2008 — 2008
CFA Institute 2004 — 2006
CFA Charterholder
Univeristy of Melbourne 2002 — 2003
Masters
ESSEC 2000 — 2002
Master of Business Administration (MBA)
Indian Institute of Management, Bangalore 2001 — 2001
Exchange Programme
Middlesex University
Bachelor's degree
HSBC Global Asset Management January 2013 - Present
EIM April 2008 - August 2012
LODH June 2007 - March 2008
HSBC Private Bank September 2003 - May 2007
Skills
Hedge Funds, Portfolio Management, Wealth Management, Research, Sales Process, Mutual Funds, Due Diligence, Investment Advisory, Investment Strategies, Emerging Markets, Alternative Investments, Asset Management, Investments, Equities, Fund Of Funds, Asset Allocation, Trading, Investment Management, Investment Banking, Risk Management, Financial Risk, Strategy
Education
CAIA 2008 — 2008
CFA Institute 2004 — 2006
CFA Charterholder
Univeristy of Melbourne 2002 — 2003
Masters
ESSEC 2000 — 2002
Master of Business Administration (MBA)
Indian Institute of Management, Bangalore 2001 — 2001
Exchange Programme
Middlesex University
Bachelor's degree
Jeremy Peng, CFA's HSBC Global Asset Management Experience March 2010 - March 2012
Job
Industry Investment Management
Experience
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
Jason Moshos's HSBC Global Asset Management Experience March 2008 - Present
Job Vice President at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2008 - Present
AllianceBernstein September 2000 - March 2008
Skills
Fixed Income, Portfolio Management, Trading, Money Market, Bond Funds, Asset Managment, Series 3, Investment Management, Mutual Funds, Asset Allocation, Investment Strategies
Education
California State University-Long Beach - College of Business Administration 1997 — 2000
Finance
HSBC Global Asset Management March 2008 - Present
AllianceBernstein September 2000 - March 2008
Skills
Fixed Income, Portfolio Management, Trading, Money Market, Bond Funds, Asset Managment, Series 3, Investment Management, Mutual Funds, Asset Allocation, Investment Strategies
Education
California State University-Long Beach - College of Business Administration 1997 — 2000
Finance
Marian Lo's HSBC Global Asset Management Experience March 2011 - Present
Job Sr Mgr, Risk Management at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2011 - Present
HSBC Bank Canada 2009 - March 2011
Coast Capital Savings Credit Union 1997 - 2009
Education
The University of British Columbia
HSBC Global Asset Management March 2011 - Present
HSBC Bank Canada 2009 - March 2011
Coast Capital Savings Credit Union 1997 - 2009
Education
The University of British Columbia
Douglas Rivkin's HSBC Global Asset Management Experience January 2008 - June 2008
Job FixedIncome Product Executive with Extensive Risk Management Experience
Industry Financial Services
Experience
Skytop Advisors LLC June 2009 - Present
HSBC Global Asset Management January 2008 - June 2008
Moody's Investors Service 1994 - 2007
Fidelity Investments 1981 - 1993
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Structured Products, Securities, Credit Analysis, Hedge Funds, Financial Markets, Risk Management, Investments, Financial Risk, Bonds, Asset Management, Money Market, Credit, Investment Management, Relationship Management, Investment Banking, Financial Services, Treasury Management, Liquidity, Insurance
Education
Suffolk University - Sawyer School of Management 1987 — 1991
MBA
Ithaca College 1977 — 1981
B.S. Management
Skytop Advisors LLC June 2009 - Present
HSBC Global Asset Management January 2008 - June 2008
Moody's Investors Service 1994 - 2007
Fidelity Investments 1981 - 1993
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Structured Products, Securities, Credit Analysis, Hedge Funds, Financial Markets, Risk Management, Investments, Financial Risk, Bonds, Asset Management, Money Market, Credit, Investment Management, Relationship Management, Investment Banking, Financial Services, Treasury Management, Liquidity, Insurance
Education
Suffolk University - Sawyer School of Management 1987 — 1991
MBA
Ithaca College 1977 — 1981
B.S. Management
Janet Squitieri's HSBC Global Asset Management Experience August 2010 - September 2013
Job Global Head of Compliance Van Eck Associates Corporation
Industry Financial Services
Experience
Van Eck Global September 2013 - Present
HSBC Global Asset Management August 2010 - September 2013
Babcock & Brown July 2008 - July 2010
Allianz Global Investors and Affiliated Registered Investment Advisors October 2005 - July 2008
JPMorgan Asset Management September 2000 - October 2005
Robert Fleming 1997 - 2000
New York Stock Exchange 1984 - 1994
Skills
Asset Management, Hedge Funds, Financial Services, Leadership, Financial Regulation, Investments, Analysis, Mutual Funds, AML, Private Equity, Global Regulatory..., UCITs
Education
St. Francis Prep
St. John's University School of Law
St. John's University, The Peter J. Tobin College of Business
B. S.
St. John's University, The Peter J. Tobin College of Business
M.B.A.
Van Eck Global September 2013 - Present
HSBC Global Asset Management August 2010 - September 2013
Babcock & Brown July 2008 - July 2010
Allianz Global Investors and Affiliated Registered Investment Advisors October 2005 - July 2008
JPMorgan Asset Management September 2000 - October 2005
Robert Fleming 1997 - 2000
New York Stock Exchange 1984 - 1994
Skills
Asset Management, Hedge Funds, Financial Services, Leadership, Financial Regulation, Investments, Analysis, Mutual Funds, AML, Private Equity, Global Regulatory..., UCITs
Education
St. Francis Prep
St. John's University School of Law
St. John's University, The Peter J. Tobin College of Business
B. S.
St. John's University, The Peter J. Tobin College of Business
M.B.A.
Christopher Martin's HSBC Global Asset Management Experience 2010 - Present
Job Global Head of Liquidity Product at HSBC Global Asset Management
Industry Investment Management
Experience
HSBC Global Asset Management 2010 - Present
JPMorgan Chase 2005 - 2009
JP Morgan Chase 1999 - 2005
The Chase Manhattan Bank 1993 - 1999
The Chase Manhattan Bank 1990 - 1993
Consumer Reports 1988 - 1990
Skills
Cash Management, Liquidity Management, Liquidity, Fixed Income, Capital Markets
Education
New York University - Leonard N. Stern School of Business
M.B.A., Marketing, and International Business
Hobart and William Smith Colleges
B.A., Political Science, and American Studies
HSBC Global Asset Management 2010 - Present
JPMorgan Chase 2005 - 2009
JP Morgan Chase 1999 - 2005
The Chase Manhattan Bank 1993 - 1999
The Chase Manhattan Bank 1990 - 1993
Consumer Reports 1988 - 1990
Skills
Cash Management, Liquidity Management, Liquidity, Fixed Income, Capital Markets
Education
New York University - Leonard N. Stern School of Business
M.B.A., Marketing, and International Business
Hobart and William Smith Colleges
B.A., Political Science, and American Studies
Adolfo Cheong's HSBC Global Asset Management Experience June 2014 - Present
Job Vice President of Emernging Market Debt desk at HSBC
Industry Investment Banking
Experience
HSBC Global Asset Management June 2014 - Present
Jefferies & Company June 2011 - June 2014
JPMorgan Chase September 2008 - June 2011
J.P. Morgan September 2008 - June 2011
KBC Bank 2008 - 2008
City University of New York March 2003 - April 2007
Skills
Financial Risk, Fixed Income, Market Risk, Country Risk, Emerging Markets, FX Options, Investment Banking, Valuation, Trading, Risk Management, Credit, VAR, Finance, Structured Finance, Derivatives, Capital Markets, Financial Modeling, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY)
MS, Financial Engineering
CITY COLLEGE OF NEW YORK
MS, Computer Science
CITY COLLEGE OF NEW YORK
BS, Computer Science
HSBC Global Asset Management June 2014 - Present
Jefferies & Company June 2011 - June 2014
JPMorgan Chase September 2008 - June 2011
J.P. Morgan September 2008 - June 2011
KBC Bank 2008 - 2008
City University of New York March 2003 - April 2007
Skills
Financial Risk, Fixed Income, Market Risk, Country Risk, Emerging Markets, FX Options, Investment Banking, Valuation, Trading, Risk Management, Credit, VAR, Finance, Structured Finance, Derivatives, Capital Markets, Financial Modeling, Bloomberg, Equities
Education
Baruch College, City University of New York (CUNY)
MS, Financial Engineering
CITY COLLEGE OF NEW YORK
MS, Computer Science
CITY COLLEGE OF NEW YORK
BS, Computer Science
Steve Sivillo's HSBC Global Asset Management Experience July 2010 - February 2014
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Michelle Zuliani's HSBC Global Asset Management Experience July 2015 - Present
Job Fixed Income Analyst & Trader at HSBC Global Asset Management
Industry Banking
Experience
HSBC Global Asset Management July 2015 - Present
RBC Capital Markets June 2013 - June 2015
RBC February 2012 - June 2013
OMNEX Control Systems July 2007 - August 2010
ASTRON (Netherlands Foundation for Research in Astronomy) January 2005 - June 2007
CRC (Communications Research Center of Canada) May 2001 - December 2004
Skills
Financial Modeling, Team Leadership, Project Management, Business Strategy, Analysis, Business Analysis, Management, Process Improvement, Financial Analysis, Strategic Planning
Education
The University of British Columbia 2010 — 2011
MBA, Finance
Carleton University 2002 — 2004
M.A.Sc, Electrical Engineering
Queen's University 1997 — 2001
B.A.Sc, Electrical Engineering
HSBC Global Asset Management July 2015 - Present
RBC Capital Markets June 2013 - June 2015
RBC February 2012 - June 2013
OMNEX Control Systems July 2007 - August 2010
ASTRON (Netherlands Foundation for Research in Astronomy) January 2005 - June 2007
CRC (Communications Research Center of Canada) May 2001 - December 2004
Skills
Financial Modeling, Team Leadership, Project Management, Business Strategy, Analysis, Business Analysis, Management, Process Improvement, Financial Analysis, Strategic Planning
Education
The University of British Columbia 2010 — 2011
MBA, Finance
Carleton University 2002 — 2004
M.A.Sc, Electrical Engineering
Queen's University 1997 — 2001
B.A.Sc, Electrical Engineering
Mark LoMonaco's HSBC Global Asset Management Experience 2007 - Present
Job Regional Investment Specialist at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management 2007 - Present
Chase 1997 - 2007
Chase 1997 - 2007
Chase Investment Services Corp. 1997 - 2007
Education
Regis University
HSBC Global Asset Management 2007 - Present
Chase 1997 - 2007
Chase 1997 - 2007
Chase Investment Services Corp. 1997 - 2007
Education
Regis University
Larry Lom's HSBC Global Asset Management Experience January 2013 - May 2013
Job Associate at KNN Public Finance
Industry Financial Services
Experience
KNN Public Finance December 2013 - Present
HSBC Global Asset Management January 2013 - May 2013
The Center on Japanese Economy and Business April 2012 - May 2013
Promontory Financial Group, LLC June 2012 - August 2012
Japan Exchange and Teaching Program(me) (JET) August 2009 - August 2011
World Trade Center San Diego June 2009 - August 2009
San Diego World Affairs Council June 2009 - August 2009
易登网 - Edeng.cn February 2008 - May 2008
Early Academic Outreach Program January 2007 - June 2007
Skills
International Relations, Economics, Public Policy, Microsoft Office, Community Outreach, Policy Analysis, International..., International Economics, Econometrics, Public Relations, Stata, Foreign Policy, Economic Development, Research, Qualitative Research, Financial Analysis, Financial Modeling, Investment Valuation, Politics, Intercultural..., Mandarin
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs (MIA), International Finance and Economic Policy
Columbia University - Columbia Business School 2012 — 2013
MBA coursework, Finance and Management
University of California, San Diego 2005 — 2009
BA, International Studies: Economics and Chinese Studies
Peking University 2008 — 2008
Mandarin Chinese
Beijing Normal University 2007 — 2008
Mandarin Chinese
KNN Public Finance December 2013 - Present
HSBC Global Asset Management January 2013 - May 2013
The Center on Japanese Economy and Business April 2012 - May 2013
Promontory Financial Group, LLC June 2012 - August 2012
Japan Exchange and Teaching Program(me) (JET) August 2009 - August 2011
World Trade Center San Diego June 2009 - August 2009
San Diego World Affairs Council June 2009 - August 2009
易登网 - Edeng.cn February 2008 - May 2008
Early Academic Outreach Program January 2007 - June 2007
Skills
International Relations, Economics, Public Policy, Microsoft Office, Community Outreach, Policy Analysis, International..., International Economics, Econometrics, Public Relations, Stata, Foreign Policy, Economic Development, Research, Qualitative Research, Financial Analysis, Financial Modeling, Investment Valuation, Politics, Intercultural..., Mandarin
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs (MIA), International Finance and Economic Policy
Columbia University - Columbia Business School 2012 — 2013
MBA coursework, Finance and Management
University of California, San Diego 2005 — 2009
BA, International Studies: Economics and Chinese Studies
Peking University 2008 — 2008
Mandarin Chinese
Beijing Normal University 2007 — 2008
Mandarin Chinese
Guillermo Osses's HSBC Global Asset Management Experience January 2011 - Present
Job Managing Director Head of Global Fixed Income Emerging Markets Portfolio Management at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management January 2011 - Present
PIMCO March 2006 - April 2011
Barclays Capital May 2000 - March 2006
Deutsche Bank July 1997 - May 2000
Skills
Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Universidad Católica de Córdoba 1988 — 1992
Bachelor of Arts, Business
HSBC Global Asset Management January 2011 - Present
PIMCO March 2006 - April 2011
Barclays Capital May 2000 - March 2006
Deutsche Bank July 1997 - May 2000
Skills
Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Universidad Católica de Córdoba 1988 — 1992
Bachelor of Arts, Business
Trisha Tan's HSBC Global Asset Management Experience July 2010 - August 2010
Job Senior Strategy Manager at American Express
Industry Financial Services
Experience
American Express June 2012 - February 2014
Russell Investments October 2011 - March 2012
HSBC Global Asset Management July 2010 - August 2010
HSBC May 2006 - July 2009
Skills
Project Management, Change Management, Business Process..., Channel Strategy..., Marketing Strategy, Business Strategy, Go-to-market Strategy, Data Analysis, Marketing Communications, Corporate Communications, Marketing, Channel Strategy, Product Development, Event Management, Public Affairs, Problem Solving, International Business..., Consulting, Strategic Thinking, Entrepreneurship, Cross-functional Team..., Business Planning, Corporate Finance, Strategy, Financial Analysis
Education
London Business School, U. of London 2009 — 2011
MBA, Specialization in Finance
Northwestern University - Kellogg School of Management 2010 — 2010
MBA, Exchange term
University of New South Wales 2004 — 2006
Bachelor of Commerce, International Business, Marketing
University of the Philippines 2002 — 2003
BA History
American Express June 2012 - February 2014
Russell Investments October 2011 - March 2012
HSBC Global Asset Management July 2010 - August 2010
HSBC May 2006 - July 2009
Skills
Project Management, Change Management, Business Process..., Channel Strategy..., Marketing Strategy, Business Strategy, Go-to-market Strategy, Data Analysis, Marketing Communications, Corporate Communications, Marketing, Channel Strategy, Product Development, Event Management, Public Affairs, Problem Solving, International Business..., Consulting, Strategic Thinking, Entrepreneurship, Cross-functional Team..., Business Planning, Corporate Finance, Strategy, Financial Analysis
Education
London Business School, U. of London 2009 — 2011
MBA, Specialization in Finance
Northwestern University - Kellogg School of Management 2010 — 2010
MBA, Exchange term
University of New South Wales 2004 — 2006
Bachelor of Commerce, International Business, Marketing
University of the Philippines 2002 — 2003
BA History
Deborah Hazell's HSBC Global Asset Management Experience June 2011 - Present
Job CEO HSBC Global Asset Management (US) & Regional Head, Americas
Industry Financial Services
Experience
HSBC Global Asset Management June 2011 - Present
FFTW February 2008 - May 2011
FFTW October 2006 - February 2008
FFTW October 1999 - October 2006
UBS Global Asset Management June 1991 - October 1999
Chase Investors February 1990 - June 1991
Saudi International Bank June 1983 - February 1990
Skills
Asset Management, Asset Managment, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management
Education
Columbia University in the City of New York
Master of Arts (M.A.) Hons, Organizational Psychology
New York University
BA (Hons), Economics
HSBC Global Asset Management June 2011 - Present
FFTW February 2008 - May 2011
FFTW October 2006 - February 2008
FFTW October 1999 - October 2006
UBS Global Asset Management June 1991 - October 1999
Chase Investors February 1990 - June 1991
Saudi International Bank June 1983 - February 1990
Skills
Asset Management, Asset Managment, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management
Education
Columbia University in the City of New York
Master of Arts (M.A.) Hons, Organizational Psychology
New York University
BA (Hons), Economics
Bob Zimmel's HSBC Global Asset Management Experience May 2008 - December 2008
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Randell Gee's HSBC Global Asset Management Experience 1998 - 2008
Job Discretionary Portfolio Manager
Industry Investment Management
Experience
PPIC 1997 - Present
Leon Frazer & Associates March 2007 - July 2008
HSBC Global Asset Management 1998 - 2008
HSBC Asset Management February 1998 - March 2007
CIBC Trust 1994 - 1998
National Trust 1985 - 1994
Skills
Investment Strategies, Investments, Portfolio Management, Equities, Asset Management, Management, Business Development, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Financial Analysis, Banking
Education
The University of British Columbia 1979 — 1984
B. Comm, Accounting & Management Information Systems
PPIC 1997 - Present
Leon Frazer & Associates March 2007 - July 2008
HSBC Global Asset Management 1998 - 2008
HSBC Asset Management February 1998 - March 2007
CIBC Trust 1994 - 1998
National Trust 1985 - 1994
Skills
Investment Strategies, Investments, Portfolio Management, Equities, Asset Management, Management, Business Development, Asset Allocation, Investment Advisory, Wealth Management, Investment Management, Financial Analysis, Banking
Education
The University of British Columbia 1979 — 1984
B. Comm, Accounting & Management Information Systems
Adam Olive's HSBC Global Asset Management Experience November 2011 - July 2014
Job Director Product Development and Strategy in AIG's Life and Retirement Group
Industry Investment Management
Experience
AIG August 2014 - Present
HSBC Global Asset Management November 2011 - July 2014
HSBC Global Asset Management April 2009 - October 2011
HSBC Global Asset Management June 2006 - March 2009
Quantitative Techniques April 2005 - May 2006
Eclipse Capital October 2003 - March 2005
Bank of America March 2000 - July 2003
Deutsche Bank Securities September 1997 - February 2000
UBS Investment Bank March 1996 - August 1997
Bankers Trust (acquired by Deustche Bank in 1998) September 1993 - February 1996
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Portfolio Management, Bloomberg, Emerging Markets, Financial Modeling, Trading, Volatility, Portfolio Optimization, Risk Management, Alternative Investments, Quantitative Investing, Investment Strategies, Asset Allocation, Investment Management, Derivatives, R/S Programming
Education
University of California, Los Angeles 1991 — 1993
MBA, Finance
University of Cambridge 1981 — 1985
PhD, Theoretical Physics
University of Newcastle-upon-Tyne 1978 — 1981
Bachelor of Science (B.Sc.), Physics, 1st Class Honours
AIG August 2014 - Present
HSBC Global Asset Management November 2011 - July 2014
HSBC Global Asset Management April 2009 - October 2011
HSBC Global Asset Management June 2006 - March 2009
Quantitative Techniques April 2005 - May 2006
Eclipse Capital October 2003 - March 2005
Bank of America March 2000 - July 2003
Deutsche Bank Securities September 1997 - February 2000
UBS Investment Bank March 1996 - August 1997
Bankers Trust (acquired by Deustche Bank in 1998) September 1993 - February 1996
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Portfolio Management, Bloomberg, Emerging Markets, Financial Modeling, Trading, Volatility, Portfolio Optimization, Risk Management, Alternative Investments, Quantitative Investing, Investment Strategies, Asset Allocation, Investment Management, Derivatives, R/S Programming
Education
University of California, Los Angeles 1991 — 1993
MBA, Finance
University of Cambridge 1981 — 1985
PhD, Theoretical Physics
University of Newcastle-upon-Tyne 1978 — 1981
Bachelor of Science (B.Sc.), Physics, 1st Class Honours
Mitch Grabel's HSBC Global Asset Management Experience May 2015 - Present
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management May 2015 - Present
Cohen & Steers August 2014 - February 2015
State Street Bank & Trust April 2007 - June 2014
Credit Suisse Asset Management April 1994 - March 2007
Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation
Education
State University of New York at Buffalo
BA, Social Sciences
HSBC Global Asset Management May 2015 - Present
Cohen & Steers August 2014 - February 2015
State Street Bank & Trust April 2007 - June 2014
Credit Suisse Asset Management April 1994 - March 2007
Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation
Education
State University of New York at Buffalo
BA, Social Sciences
John Z. Zhang's HSBC Global Asset Management Experience June 2010 - August 2010
Job Summer Analyst at China International Capital Corporation
Industry Banking
Experience
Accenture August 2013 - August 2013
New Oriental Education & Technology Group (NYSE:EDU) May 2008 - June 2012
China International Capital Corporation June 2011 - August 2011
HSBC Global Asset Management June 2010 - August 2010
United Nations Association May 2009 - June 2009
Skills
Stata, Mandarin, Chinese, Economics, Econometrics, Quantitative Analytics, Equity Research, Bloomberg, Financial Modeling, Corporate Finance, Bloomberg Terminal, Valuation, Eviews, Macroeconomics, Research, Due Diligence
Education
Brandeis University 2008 — 2014
Combined BA/MA, International Economics and Finance
London School of Economics and Political Science 2010 — 2011
General Course, Economics, Finance
High School Affiliated to Fudan University 2005 — 2008
High School
Accenture August 2013 - August 2013
New Oriental Education & Technology Group (NYSE:EDU) May 2008 - June 2012
China International Capital Corporation June 2011 - August 2011
HSBC Global Asset Management June 2010 - August 2010
United Nations Association May 2009 - June 2009
Skills
Stata, Mandarin, Chinese, Economics, Econometrics, Quantitative Analytics, Equity Research, Bloomberg, Financial Modeling, Corporate Finance, Bloomberg Terminal, Valuation, Eviews, Macroeconomics, Research, Due Diligence
Education
Brandeis University 2008 — 2014
Combined BA/MA, International Economics and Finance
London School of Economics and Political Science 2010 — 2011
General Course, Economics, Finance
High School Affiliated to Fudan University 2005 — 2008
High School
Kiran Pillai's HSBC Global Asset Management Experience August 2007 - September 2009
Job Director at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
KeyBanc Capital Markets April 2012 - Present
Jefferies & Company October 2009 - November 2011
HSBC Global Asset Management August 2007 - September 2009
Morgan Stanley July 2005 - July 2007
Skills
Credit Trading, Investments, CDS, Portfolio Management, Fixed Income, Asset Management, Bonds, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Credit, Equities, Hedge Funds, Securities, Investment Strategies
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BS, Finance, Accounting, Math
Angelo R. Pirri's HSBC Global Asset Management Experience March 2013 - Present
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2013 - Present
Rafferty Capital Markets November 2011 - March 2013
Deutsche Bank April 2010 - December 2011
Julius Baer Artio Global May 2006 - December 2009
Credit Suisse 2004 - 2005
Merrill Lynch May 1996 - January 2004
Skills
Hedge Funds, ETFs, Mutual Funds, Equities, Investment Management, Portfolio Management, Structured Products, Commodity, Alternative Investments, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Investments, Investment Strategies, Investment Advisory, Fixed Income, Financial Services
Education
University of San Francisco 1986 — 1986
Master of Business Administration (MBA), Graduate School Business
Università Commerciale 'Luigi Bocconi' 1981 — 1981
Bachelor of Business Administration (BBA), Business & Economics
UCSB 1977 — 1980
Economics
HSBC Global Asset Management March 2013 - Present
Rafferty Capital Markets November 2011 - March 2013
Deutsche Bank April 2010 - December 2011
Julius Baer Artio Global May 2006 - December 2009
Credit Suisse 2004 - 2005
Merrill Lynch May 1996 - January 2004
Skills
Hedge Funds, ETFs, Mutual Funds, Equities, Investment Management, Portfolio Management, Structured Products, Commodity, Alternative Investments, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Investments, Investment Strategies, Investment Advisory, Fixed Income, Financial Services
Education
University of San Francisco 1986 — 1986
Master of Business Administration (MBA), Graduate School Business
Università Commerciale 'Luigi Bocconi' 1981 — 1981
Bachelor of Business Administration (BBA), Business & Economics
UCSB 1977 — 1980
Economics
Guillaume Dru's HSBC Global Asset Management Experience June 2007 - February 2009
Job Implementation Consultant at Fidessa
Industry Information Technology and Services
Experience
Fidessa April 2015 - Present
Murex May 2013 - April 2015
Fidessa LatentZero April 2009 - May 2013
HSBC Global Asset Management June 2007 - February 2009
Cadextan October 2006 - June 2007
Lyxor Asset Management December 2003 - October 2006
Skills
IT Asset Management, Latent Zero, IT Project..., Order Management, Integration, XSL, XPath, Fidessa, Minerva, Sentinel, Programming Languages, C++, Derivatives, VBA, Java, .NET, XML, Messaging, JMS, WebSphere MQ, TIBCO, Talend, Informatica, Databases, Oracle, Microsoft SQL Server, Position Management, Tesseract, FIX, Trading Systems, Asset Managment, Technology Solutions, Connectivity, Installation..., Interface Builder, Interfacing, System Integrators, Large Systems..., Asset Management
Education
2002 — 2003
DEA, Traitement du signal
2000 — 2003
Ingénieur, Informatique
Université Pierre et Marie Curie (Paris VI)
Fidessa April 2015 - Present
Murex May 2013 - April 2015
Fidessa LatentZero April 2009 - May 2013
HSBC Global Asset Management June 2007 - February 2009
Cadextan October 2006 - June 2007
Lyxor Asset Management December 2003 - October 2006
Skills
IT Asset Management, Latent Zero, IT Project..., Order Management, Integration, XSL, XPath, Fidessa, Minerva, Sentinel, Programming Languages, C++, Derivatives, VBA, Java, .NET, XML, Messaging, JMS, WebSphere MQ, TIBCO, Talend, Informatica, Databases, Oracle, Microsoft SQL Server, Position Management, Tesseract, FIX, Trading Systems, Asset Managment, Technology Solutions, Connectivity, Installation..., Interface Builder, Interfacing, System Integrators, Large Systems..., Asset Management
Education
2002 — 2003
DEA, Traitement du signal
2000 — 2003
Ingénieur, Informatique
Université Pierre et Marie Curie (Paris VI)
Scott Goldsmith's HSBC Global Asset Management Experience March 2013 - Present
Job High Yield Credit Analyst at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
HSBC Global Asset Management March 2013 - Present
WCAS Fraser Sullivan September 2011 - June 2012
Lehman Brothers Estate May 2010 - September 2011
MF Global November 2009 - May 2010
Invesco Ltd. April 2007 - May 2009
ING Investment Management September 2003 - April 2007
Lehman Brothers June 2000 - September 2003
Skills
High Yield, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Bloomberg, Equities, Valuation, Private Equity, Asset Managment, Credit Derivatives, Leveraged Finance, Portfolio Management, Investment Banking, Buy-side, Financial Modeling, Bonds, Structured Finance, Credit Analysis, LBO
Education
Colgate University 1995 — 1999
BA, Economics
Janine Wallace's HSBC Global Asset Management Experience September 2010 - May 2011
Job Senior Business Analyst
Industry Financial Services
Experience
RBC May 2015 - Present
Leading Edge Management Services June 2009 - May 2015
Liberty Mutual Insurance June 2011 - August 2014
HSBC Global Asset Management September 2010 - May 2011
Skipjack Financial Services February 2010 - September 2010
Flagstone Reinsurance January 2007 - June 2009
Province of Nova Scotia September 2005 - January 2007
Manulife (Maritime Life Assurance) January 1996 - March 2005
Skills
Requirements Analysis, Integration, Business Process, Software Project..., Risk Management, Business Analysis, Quality Assurance, Project Management, Data Analysis, SDLC
Education
Saint Mary's University 1997 — 2004
B. Comm, Finance
RBC May 2015 - Present
Leading Edge Management Services June 2009 - May 2015
Liberty Mutual Insurance June 2011 - August 2014
HSBC Global Asset Management September 2010 - May 2011
Skipjack Financial Services February 2010 - September 2010
Flagstone Reinsurance January 2007 - June 2009
Province of Nova Scotia September 2005 - January 2007
Manulife (Maritime Life Assurance) January 1996 - March 2005
Skills
Requirements Analysis, Integration, Business Process, Software Project..., Risk Management, Business Analysis, Quality Assurance, Project Management, Data Analysis, SDLC
Education
Saint Mary's University 1997 — 2004
B. Comm, Finance
Jasmine Ferguson's HSBC Global Asset Management Experience 2008 - Present
Job Manager, Marketing Communications at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management 2008 - Present
Credential 2007 - 2008
Skills
Brand Management, Asset Management, Customer Service, Corporate Communications, Direct Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Internal Communications, Marketing Communications
Education
The University of British Columbia 1994 — 1998
B.Comm, Marketing
HSBC Global Asset Management 2008 - Present
Credential 2007 - 2008
Skills
Brand Management, Asset Management, Customer Service, Corporate Communications, Direct Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Internal Communications, Marketing Communications
Education
The University of British Columbia 1994 — 1998
B.Comm, Marketing
Mitchell Rind's HSBC Global Asset Management Experience June 2011 - Present
Job Senior Vice President at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
HSBC Global Asset Management June 2011 - Present
Pioneer Investments June 2008 - June 2011
Franklin Templeton Investments February 2002 - May 2008
Scudder Investments 1999 - 2001
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 7, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Fixed Income, Portfolio Management, Securities, Series 63, Investment Management, Relationship Management, Financial Advisory, Financial Markets
Education
Arizona State University 1984 — 1988
Bachelor of Science (BS), Economics
alyce chan's HSBC Global Asset Management Experience June 2007 - Present
Job VP, Head of Retail Marketing HSBC Global Asset Management (USA) Inc.
Industry Marketing and Advertising
Experience
HSBC Global Asset Management June 2007 - Present
Freshtwig August 2009 - Present
CCG Metamedia September 2005 - June 2007
NGRAIN July 2004 - August 2005
Stockgroup Media Inc. March 2004 - July 2004
HSBC Global Asset Management (Canada) Ltd. February 2001 - September 2002
HSBC Asset Management 1999 - 2001
Skills
Advanced Photoshop and..., Basic Flash and working..., Intermediate Microsoft..., Strong presentation..., Extensive experience in..., Copywriting experience..., Advertising, Art Direction, ADA compliance, W3C Accessibility, Marketing, Social Media Marketing, Copywriting, Strategy, Press Releases, Information Architecture, Digital Marketing, Project Management, Brand Development
Education
Vancouver Film School 2000 — 2001
Interactive Media
Simon Fraser University
BA, Economics
HSBC Global Asset Management June 2007 - Present
Freshtwig August 2009 - Present
CCG Metamedia September 2005 - June 2007
NGRAIN July 2004 - August 2005
Stockgroup Media Inc. March 2004 - July 2004
HSBC Global Asset Management (Canada) Ltd. February 2001 - September 2002
HSBC Asset Management 1999 - 2001
Skills
Advanced Photoshop and..., Basic Flash and working..., Intermediate Microsoft..., Strong presentation..., Extensive experience in..., Copywriting experience..., Advertising, Art Direction, ADA compliance, W3C Accessibility, Marketing, Social Media Marketing, Copywriting, Strategy, Press Releases, Information Architecture, Digital Marketing, Project Management, Brand Development
Education
Vancouver Film School 2000 — 2001
Interactive Media
Simon Fraser University
BA, Economics
Hiten Shah's HSBC Global Asset Management Experience September 2006 - January 2009
Job VP Portfolio Manager Global Fixed Income at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds July 2011 - Present
True North Partners March 2010 - April 2011
HSBC Global Asset Management September 2006 - January 2009
Société Générale 2005 - 2006
General Electric 1998 - 2005
MetLife 1995 - 1998
Skills
Asset Managment, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Rates, Global Macro, Bloomberg, Currency, Investments, Equities, Bonds, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Trading
Education
Rutgers University
Bachelor's degree, Economics
Rutgers University
OppenheimerFunds July 2011 - Present
True North Partners March 2010 - April 2011
HSBC Global Asset Management September 2006 - January 2009
Société Générale 2005 - 2006
General Electric 1998 - 2005
MetLife 1995 - 1998
Skills
Asset Managment, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Derivatives, Rates, Global Macro, Bloomberg, Currency, Investments, Equities, Bonds, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Trading
Education
Rutgers University
Bachelor's degree, Economics
Rutgers University
Connie Leung's HSBC Global Asset Management Experience March 2014 - Present
Job Head of Client Propositions at HSBC Global Asset Management
Industry Marketing and Advertising
Experience
HSBC Global Asset Management March 2014 - Present
HSBC Retail Banking and Wealth Management December 2011 - March 2014
HSBC Bank Canada October 2010 - December 2011
HSBC Gloabl Asset Management July 2003 - October 2010
HSBC Global Asset Management June 1999 - July 2003
HSBC Global Asset Management September 1996 - June 1999
HSBC Investment Funds March 1995 - September 1996
TD Bank Group June 1992 - March 1995
Skills
Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Budget Management, Lead Generation, Product Marketing, Event Management, Campaign Management, Leadership Development, Client Communications, Marketing, Strategic Financial..., Social Media Marketing, Retail Banking, Wealth, Corporate Communications, Mutual Funds, Strategy, Integrated Marketing, Budgets, Brand Management, Relationship Management, Internal Communications, Analytics, Marketing Management, CRM, Segmentation
Education
Queen's University
Queen's School of Business, Strategic Marketing
British Columbia Institute of Technology
Marketing Design
Sauder School of Business
Certificate of Essential Management Skills
Canadian Institute of Financial Planning
Certificate of Financial Planning, Financial Planning
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada Course
Sauder School of Business
B. Comm
HSBC Global Asset Management March 2014 - Present
HSBC Retail Banking and Wealth Management December 2011 - March 2014
HSBC Bank Canada October 2010 - December 2011
HSBC Gloabl Asset Management July 2003 - October 2010
HSBC Global Asset Management June 1999 - July 2003
HSBC Global Asset Management September 1996 - June 1999
HSBC Investment Funds March 1995 - September 1996
TD Bank Group June 1992 - March 1995
Skills
Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Budget Management, Lead Generation, Product Marketing, Event Management, Campaign Management, Leadership Development, Client Communications, Marketing, Strategic Financial..., Social Media Marketing, Retail Banking, Wealth, Corporate Communications, Mutual Funds, Strategy, Integrated Marketing, Budgets, Brand Management, Relationship Management, Internal Communications, Analytics, Marketing Management, CRM, Segmentation
Education
Queen's University
Queen's School of Business, Strategic Marketing
British Columbia Institute of Technology
Marketing Design
Sauder School of Business
Certificate of Essential Management Skills
Canadian Institute of Financial Planning
Certificate of Financial Planning, Financial Planning
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada Course
Sauder School of Business
B. Comm
Bowei Yang, CFA's HSBC Global Asset Management Experience January 2011 - June 2012
Job Associate Portfolio Manager at RBC Wealth Management PH&N Investment Counsel
Industry Banking
Experience
RBC Wealth Management - PH&N Investment Counsel June 2012 - Present
HSBC Global Asset Management January 2011 - June 2012
Everich Real Estate Group Inc. June 2010 - November 2010
JPMorgan Chase May 2008 - April 2010
Skills
Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Loans, Risk Management, Credit Analysis, Financial Services
Education
The University of British Columbia 2004 — 2008
Commerce, Finance
RBC Wealth Management - PH&N Investment Counsel June 2012 - Present
HSBC Global Asset Management January 2011 - June 2012
Everich Real Estate Group Inc. June 2010 - November 2010
JPMorgan Chase May 2008 - April 2010
Skills
Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Loans, Risk Management, Credit Analysis, Financial Services
Education
The University of British Columbia 2004 — 2008
Commerce, Finance
Freddy Tsai, CFA's HSBC Global Asset Management Experience June 2007 - July 2008
Job Commercial Real Estate
Industry Commercial Real Estate
Experience
Leon Capital Group July 2015 - Present
Fannie Mae Multifamily 2014 - July 2015
Fannie Mae - Multifamily 2010 - 2014
Realty Capital Partners/Realty Capital Corp June 2009 - August 2009
Real Estate Center at Texas A&M January 2009 - May 2009
HSBC Global Asset Management June 2007 - July 2008
Sinopac Securities May 2006 - July 2006
Skills
Asset Management, Real Estate, Investments, Credit, Portfolio Management, Financial Modeling, Financial Structuring, Real Estate Private..., VBA, Structured Finance, Structured Products
Education
Texas A&M University - Mays Business School 2008 — 2009
Masters, Real Estate
The University of British Columbia 2002 — 2007
Bachelor's Degree, Economics, First Class Honours
Leon Capital Group July 2015 - Present
Fannie Mae Multifamily 2014 - July 2015
Fannie Mae - Multifamily 2010 - 2014
Realty Capital Partners/Realty Capital Corp June 2009 - August 2009
Real Estate Center at Texas A&M January 2009 - May 2009
HSBC Global Asset Management June 2007 - July 2008
Sinopac Securities May 2006 - July 2006
Skills
Asset Management, Real Estate, Investments, Credit, Portfolio Management, Financial Modeling, Financial Structuring, Real Estate Private..., VBA, Structured Finance, Structured Products
Education
Texas A&M University - Mays Business School 2008 — 2009
Masters, Real Estate
The University of British Columbia 2002 — 2007
Bachelor's Degree, Economics, First Class Honours
Clara Lo's HSBC Global Asset Management Experience March 2014 - Present
Job Portfolio Administrator at HSBC
Industry Accounting
Experience
HSBC Global Asset Management March 2014 - Present
Vancity June 2013 - March 2014
Thompson Creek Metals Company January 2012 - May 2013
Dr. Sun Yat-Sen Classical Chinese Garden June 2010 - February 2012
Elections Canada April 2011 - May 2011
Skills
Accounts Payable, Invoicing, Auditing, Microsoft Word, Management, Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Finance, Internal Controls, Process Improvement, Financial Systems...
Education
Certified General Accountants (CGA)
PACE Level Student
The University of British Columbia
DAP, Diploma in Accounting
University of Toronto
Bachelor of Science (BSc), Human Biology, Psychology
HSBC Global Asset Management March 2014 - Present
Vancity June 2013 - March 2014
Thompson Creek Metals Company January 2012 - May 2013
Dr. Sun Yat-Sen Classical Chinese Garden June 2010 - February 2012
Elections Canada April 2011 - May 2011
Skills
Accounts Payable, Invoicing, Auditing, Microsoft Word, Management, Accounting, Financial Analysis, Microsoft Excel, Account Reconciliation, Finance, Internal Controls, Process Improvement, Financial Systems...
Education
Certified General Accountants (CGA)
PACE Level Student
The University of British Columbia
DAP, Diploma in Accounting
University of Toronto
Bachelor of Science (BSc), Human Biology, Psychology
Scott Parkin's HSBC Global Asset Management Experience June 2013 - June 2014
Job Legal Counsel and Asset Management Attorney at HSBC Global Asset Management (USA) Inc.
Industry Legal Services
Experience
HSBC Global Asset Management (USA) Inc. June 2014 - Present
HSBC Global Asset Management June 2013 - June 2014
Bank of America May 2012 - June 2013
Debicella for Congress 2010 - 2010
Skills
ISDA, Transactional Law, Derivatives, EMIR, European Market..., SICAV, UCITS, MiFID, AIF, AIFMD, Regulatory Risk, Compliance, AML, KYC, FINRA Regulations, Asset Management, Fund Of Funds, Securities Regulation, Securities, Mutual Funds
Education
Western New England College School of Law 2007 — 2010
Juris Doctor, Regulatory, Compliance, and Financial Law
Colgate University 2003 — 2007
Bachelor of Arts, Classical Studies, Political Science
HSBC Global Asset Management (USA) Inc. June 2014 - Present
HSBC Global Asset Management June 2013 - June 2014
Bank of America May 2012 - June 2013
Debicella for Congress 2010 - 2010
Skills
ISDA, Transactional Law, Derivatives, EMIR, European Market..., SICAV, UCITS, MiFID, AIF, AIFMD, Regulatory Risk, Compliance, AML, KYC, FINRA Regulations, Asset Management, Fund Of Funds, Securities Regulation, Securities, Mutual Funds
Education
Western New England College School of Law 2007 — 2010
Juris Doctor, Regulatory, Compliance, and Financial Law
Colgate University 2003 — 2007
Bachelor of Arts, Classical Studies, Political Science
Parisa Juma's HSBC Global Asset Management Experience April 2011 - May 2012
Job Account Manager at Mosaic Sales Solutions
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions October 2014 - Present
Mosaic Sales Solutions March 2013 - October 2014
Mawer Investment Management June 2012 - December 2012
HSBC Global Asset Management April 2011 - May 2012
HSBC Bank Canada April 2010 - April 2011
Skills
Portfolio Management, Commercial Banking, Corporate Finance, Investments, Marketing, Management
Education
McGill University 2004 — 2008
BCom, Finance/Marketing
CFA Institute
Level 2 Candidate
Mosaic Sales Solutions October 2014 - Present
Mosaic Sales Solutions March 2013 - October 2014
Mawer Investment Management June 2012 - December 2012
HSBC Global Asset Management April 2011 - May 2012
HSBC Bank Canada April 2010 - April 2011
Skills
Portfolio Management, Commercial Banking, Corporate Finance, Investments, Marketing, Management
Education
McGill University 2004 — 2008
BCom, Finance/Marketing
CFA Institute
Level 2 Candidate
Linda Guiraud's HSBC Global Asset Management Experience February 2012 - Present
Job Private Investment Management Administrator at HSBC Global Asset Management
Industry Investment Management
Experience
HSBC Global Asset Management February 2012 - Present
BNP Paribas( Canada) 2010 - 2011
Skills
Banking, Retail Banking, Credit
Education
Université du Québec à Montréal / UQAM
Master of Science (M.Sc.), Financial Economics, M. Sc.0
HSBC Global Asset Management February 2012 - Present
BNP Paribas( Canada) 2010 - 2011
Skills
Banking, Retail Banking, Credit
Education
Université du Québec à Montréal / UQAM
Master of Science (M.Sc.), Financial Economics, M. Sc.0
Johann Hong's HSBC Global Asset Management Experience April 2014 - Present
Job Portfolio Administrator at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management April 2014 - Present
Quadrant Skew Capital Investment Club December 2013 - August 2014
Walmart Canada Bank May 2011 - August 2011
Education
The University of Lethbridge 2010 — 2013
Bachelor of Management, Finance
Simon Fraser University 2005 — 2009
Bachelor of Arts, Economics
HSBC Global Asset Management April 2014 - Present
Quadrant Skew Capital Investment Club December 2013 - August 2014
Walmart Canada Bank May 2011 - August 2011
Education
The University of Lethbridge 2010 — 2013
Bachelor of Management, Finance
Simon Fraser University 2005 — 2009
Bachelor of Arts, Economics
Delphine PEISSON - DA COSTA's HSBC Global Asset Management Experience September 2011 - May 2012
Job Lead Implementation Consultant chez BISAM Inc
Industry Information Technology and Services
Experience
BI-SAM October 2013 - Present
BI-SAM Technologies October 2012 - October 2013
HSBC Global Asset Management September 2011 - May 2012
Alphedra September 2010 - September 2011
AXA Group Solutions February 2010 - September 2011
MMA Finance, MMA's asset management company January 2007 - February 2010
MMA Finance January 2006 - February 2010
MMA Finance, MMA's asset management company September 2004 - December 2006
Skills
Requirements Gathering, SQL, Java, Project Management, Business Analysis, Asset Management, UML, UML Tools, Functional..., Design Specifications, Requirements..., Requirements Analysis, SSIS, Rational Rose, Enterprise Architect, MS Project, C#, Performance Measurement, Performance Attribution, Analyse des exigences, Analyste commercial, Gestion de projet
Education
ESIAG, Créteil 2004 — 2005
Master's degree in Computer Sciences, Management Information Systems, General, magna cum laude
Université Paris Sud (Paris XI) 2000 — 2003
Maîtrise/ Master I, Informatique
Lycée Frédéric Mistral (Fresnes)
Baccalauréat, Scientifique, Spécialité mathématiques, Mention Assez Bien
BI-SAM October 2013 - Present
BI-SAM Technologies October 2012 - October 2013
HSBC Global Asset Management September 2011 - May 2012
Alphedra September 2010 - September 2011
AXA Group Solutions February 2010 - September 2011
MMA Finance, MMA's asset management company January 2007 - February 2010
MMA Finance January 2006 - February 2010
MMA Finance, MMA's asset management company September 2004 - December 2006
Skills
Requirements Gathering, SQL, Java, Project Management, Business Analysis, Asset Management, UML, UML Tools, Functional..., Design Specifications, Requirements..., Requirements Analysis, SSIS, Rational Rose, Enterprise Architect, MS Project, C#, Performance Measurement, Performance Attribution, Analyse des exigences, Analyste commercial, Gestion de projet
Education
ESIAG, Créteil 2004 — 2005
Master's degree in Computer Sciences, Management Information Systems, General, magna cum laude
Université Paris Sud (Paris XI) 2000 — 2003
Maîtrise/ Master I, Informatique
Lycée Frédéric Mistral (Fresnes)
Baccalauréat, Scientifique, Spécialité mathématiques, Mention Assez Bien
Shirley Gan, CGA's HSBC Global Asset Management Experience July 2001 - Present
Job Accountant of Roche Bobois (Paris)
Industry Retail
Experience
Roche Bobois (Paris) August 2013 - Present
HSBC Global Asset Management July 2001 - Present
Surrey Manufacturing Expertise Inc November 1994 - Present
Skills
Accounting, Analysis, Asset Management, Budgets, Corporate Finance, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Managerial Finance
Education
Certified General Accountants of BC
Simon Fraser University
Major in finance and accounting
Roche Bobois (Paris) August 2013 - Present
HSBC Global Asset Management July 2001 - Present
Surrey Manufacturing Expertise Inc November 1994 - Present
Skills
Accounting, Analysis, Asset Management, Budgets, Corporate Finance, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Managerial Finance
Education
Certified General Accountants of BC
Simon Fraser University
Major in finance and accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY