HSBC Private Bank
Industry: Banking company
DescriptionHSBC Private Bank is the principal private banking business of the HSBC Group. HSBC Private Bank's holding company is HSBC Private Banking Holdings S.A.. CEO: Christophe Guillemot (28 Apr 2018–) Headquarters: Geneva, Switzerland Parent organization: HSBC Number of employees: 6,500 Founded: 1988 Subsidiaries: HSBC Private Bank (Luxembourg) S.A.,
HSBC Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HSBC Private Bank Employees
Employee
Years
Job
Industry
Helena Barraza Helena Barraza's HSBC Private Bank Experience March 2006 - March 2011
Job Marketing / Business Developer at South Miami Productions
Industry Marketing and Advertising
Experience
South Miami Productions March 2011 - Present
South Miami Productions March 2011 - Present
HSBC Private Bank March 2006 - March 2011
Wachovia Bank NA January 2001 - March 2006
Skills
Marketing Strategy, Sales Management, Social Media Marketing, Financial Analysis, Market Analysis, Forecasting, Brand Awareness, Entrepreneurship, Budget Process, Business Development, Event Producing, Relationship Management
Education
Florida International University 1998 — 2000
Old Dominion University - College of Business and Public Administration 1994 — 1996
South Miami Productions March 2011 - Present
South Miami Productions March 2011 - Present
HSBC Private Bank March 2006 - March 2011
Wachovia Bank NA January 2001 - March 2006
Skills
Marketing Strategy, Sales Management, Social Media Marketing, Financial Analysis, Market Analysis, Forecasting, Brand Awareness, Entrepreneurship, Budget Process, Business Development, Event Producing, Relationship Management
Education
Florida International University 1998 — 2000
Old Dominion University - College of Business and Public Administration 1994 — 1996
james kempinski james kempinski's HSBC Private Bank Experience June 2000 - September 2001
Job Founder chez World negotiation
Industry Investment Banking
Experience
World negotiation June 2015 - Present
Wellness Luxury September 2014 - Present
Kempinski Hotels September 2005 - Present
jk investment group January 2001 - Present
gouvernement February 2002 - June 2009
HSBC Private Bank June 2000 - September 2001
Skills
Finance, Financial Accounting, Strategic Communications, Sales Management, Account Management, Team Management, Management, Consulting en management, Marché financier, Analyse financière, Fusions et acquisitions, Investissements, Investissement..., Marketing, Stratégie commerciale, Développement commercial, Réseaux sociaux, Sales Manager, Stratégie, Gestion d'équipe, Gestion de projet, Microsoft Office, Stratégie marketing
Education
Harvard Business School 1994 — 2000
Licence de commerce, Finance, général
Harvard University 1994 — 2000
Master of Business Administration (MBA), Finance et services de gestion financière
lycée français de New-York 1991 — 1994
Bachelor's degree, Économie internationale
World negotiation June 2015 - Present
Wellness Luxury September 2014 - Present
Kempinski Hotels September 2005 - Present
jk investment group January 2001 - Present
gouvernement February 2002 - June 2009
HSBC Private Bank June 2000 - September 2001
Skills
Finance, Financial Accounting, Strategic Communications, Sales Management, Account Management, Team Management, Management, Consulting en management, Marché financier, Analyse financière, Fusions et acquisitions, Investissements, Investissement..., Marketing, Stratégie commerciale, Développement commercial, Réseaux sociaux, Sales Manager, Stratégie, Gestion d'équipe, Gestion de projet, Microsoft Office, Stratégie marketing
Education
Harvard Business School 1994 — 2000
Licence de commerce, Finance, général
Harvard University 1994 — 2000
Master of Business Administration (MBA), Finance et services de gestion financière
lycée français de New-York 1991 — 1994
Bachelor's degree, Économie internationale
J. Alejandro Gutierrez J. Alejandro Gutierrez's HSBC Private Bank Experience May 2009 - August 2009
Job Treasury and Trade Solutions Analyst at Citi
Industry Public Relations and Communications
Experience
Citi July 2015 - Present
Boston Scientific January 2015 - May 2015
University of Miami August 2013 - May 2015
Royal Caribbean Cruises, Ltd. June 2014 - August 2014
Burson-Marsteller March 2012 - August 2013
Burson-Marsteller September 2011 - March 2012
HSBC Private Bank May 2009 - August 2009
Harper Meyer May 2007 - August 2007
Skills
Business Strategy, Management, Financial Analysis, Finance, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Press Releases, Public Affairs, Public Relations, Brand Management, Digital Strategy, Digital Marketing, Creative Writing, Marketing, Internal Communications
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA), Computer Information Systems (CIS)
Purdue University 2006 — 2009
Psychology
Florida International University 2010 — 2011
Bachelor's Degree, Psychology
Citi July 2015 - Present
Boston Scientific January 2015 - May 2015
University of Miami August 2013 - May 2015
Royal Caribbean Cruises, Ltd. June 2014 - August 2014
Burson-Marsteller March 2012 - August 2013
Burson-Marsteller September 2011 - March 2012
HSBC Private Bank May 2009 - August 2009
Harper Meyer May 2007 - August 2007
Skills
Business Strategy, Management, Financial Analysis, Finance, Strategic Communications, Media Relations, Corporate Communications, Crisis Communications, Press Releases, Public Affairs, Public Relations, Brand Management, Digital Strategy, Digital Marketing, Creative Writing, Marketing, Internal Communications
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA), Computer Information Systems (CIS)
Purdue University 2006 — 2009
Psychology
Florida International University 2010 — 2011
Bachelor's Degree, Psychology
Cory Babcock Cory Babcock's HSBC Private Bank Experience March 2014 - Present
Job Investment Strategies Group at HSBC
Industry Banking
Experience
HSBC Private Bank March 2014 - Present
Callan Associates May 2013 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Analysis, Microsoft Office, Market Research, Research, Management, Portfolio Management, Asset Allocation
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business
London School of Economics and Political Science
Danish Institute for Study Abroad
International Business
The Pingry School 2005 — 2009
HSBC Private Bank March 2014 - Present
Callan Associates May 2013 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Analysis, Microsoft Office, Market Research, Research, Management, Portfolio Management, Asset Allocation
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business
London School of Economics and Political Science
Danish Institute for Study Abroad
International Business
The Pingry School 2005 — 2009
Ding Ding Ding Ding's HSBC Private Bank Experience August 2010 - March 2012
Job Founder & CEO of SayWhat
Industry Internet
Experience
SayWhat - Video Urban Dictionary March 2014 - Present
HSBC Private Bank August 2010 - March 2012
Christian Dior Couture September 2008 - December 2008
Skills
Mandarin, Excel, Chinese, Bloomberg, Business Development, User Experience
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (BA), Mathematics and Economics
SayWhat - Video Urban Dictionary March 2014 - Present
HSBC Private Bank August 2010 - March 2012
Christian Dior Couture September 2008 - December 2008
Skills
Mandarin, Excel, Chinese, Bloomberg, Business Development, User Experience
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (BA), Mathematics and Economics
Alexander Z. Bassitt, CAMS's HSBC Private Bank Experience February 2014 - Present
Job AML Compliance Consultant at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank February 2014 - Present
Skills
Investments, Anti Money Laundering, Financial Analysis, Securities, KYC, Equities, Financial Modeling, Start-ups, Trading, Portfolio Management, Bank Secrecy Act, Mergers & Acquisitions, Asset Management, Analysis, Spanish, Portuguese, English, Valuation, USA PATRIOT Act, Microsoft Office, Financial Risk, Asset Managment, Compliance, International Banking..., Due Diligence, Risk Management, Customer Service, Leadership, Private Banking, CAMS
Education
Florida State University - College of Business 2007 — 2011
Finance
HSBC Private Bank February 2014 - Present
Skills
Investments, Anti Money Laundering, Financial Analysis, Securities, KYC, Equities, Financial Modeling, Start-ups, Trading, Portfolio Management, Bank Secrecy Act, Mergers & Acquisitions, Asset Management, Analysis, Spanish, Portuguese, English, Valuation, USA PATRIOT Act, Microsoft Office, Financial Risk, Asset Managment, Compliance, International Banking..., Due Diligence, Risk Management, Customer Service, Leadership, Private Banking, CAMS
Education
Florida State University - College of Business 2007 — 2011
Finance
Felipe Azenha Felipe Azenha's HSBC Private Bank Experience May 2008 - October 2012
Job Co Founder at Gridics
Industry Real Estate
Experience
Gridics April 2015 - Present
Miami Urbanist January 2012 - Present
Zillow August 2013 - August 2014
StreetEasy October 2012 - October 2013
HSBC Private Bank May 2008 - October 2012
Itaú Private Bank June 2007 - April 2008
ABN AMRO Bank N.V. November 2005 - May 2007
Espírito Santo Bank November 2003 - October 2005
Peace Corps May 1998 - June 2000
Skills
Florida Real Estate..., Fluent Portuguese and..., Series 7, Real Estate, Real Estate Development, Residential Homes, Financial Analysis, Investors, Investments, Loans, Condos, Project Management, Microsoft Excel, Portuguese, New Business Development, Business Strategy, Transit-oriented..., Urban Planning, Disposition, Real Estate Financing, Real Estate Economics, Wealth Management, Private Banking, Real Estate Transactions, Marketing, Commercial Real Estate, Investment Properties, Brokerage, International Real..., Selling, Luxury, Property Management, Portfolio Management, Management, Sales, Negotiation, Contract Negotiation, Sellers, Marketing Strategy
Education
University of Miami 2011 — 2012
M.S., Real Estate Development and Urbanism
School for International Training 2003 — 2005
M.S., Organizational Management
Syracuse University 1992 — 1996
B.A., International Relations
Florida Atlantic University
Gridics April 2015 - Present
Miami Urbanist January 2012 - Present
Zillow August 2013 - August 2014
StreetEasy October 2012 - October 2013
HSBC Private Bank May 2008 - October 2012
Itaú Private Bank June 2007 - April 2008
ABN AMRO Bank N.V. November 2005 - May 2007
Espírito Santo Bank November 2003 - October 2005
Peace Corps May 1998 - June 2000
Skills
Florida Real Estate..., Fluent Portuguese and..., Series 7, Real Estate, Real Estate Development, Residential Homes, Financial Analysis, Investors, Investments, Loans, Condos, Project Management, Microsoft Excel, Portuguese, New Business Development, Business Strategy, Transit-oriented..., Urban Planning, Disposition, Real Estate Financing, Real Estate Economics, Wealth Management, Private Banking, Real Estate Transactions, Marketing, Commercial Real Estate, Investment Properties, Brokerage, International Real..., Selling, Luxury, Property Management, Portfolio Management, Management, Sales, Negotiation, Contract Negotiation, Sellers, Marketing Strategy
Education
University of Miami 2011 — 2012
M.S., Real Estate Development and Urbanism
School for International Training 2003 — 2005
M.S., Organizational Management
Syracuse University 1992 — 1996
B.A., International Relations
Florida Atlantic University
Christian Moore Christian Moore's HSBC Private Bank Experience October 2010 - January 2011
Job Senior IT/Technical & Engineering Recruiting Specialist at Affinity Personnel Solutions
Industry Staffing and Recruiting
Experience
Personal PC Consultant October 2012 - Present
Military Academics June 2010 - Present
Affinity Personnel Solutions June 2014 - August 2014
ManpowerGroup August 2011 - May 2014
HSBC Private Bank October 2010 - January 2011
Bryant & Stratton College April 2008 - May 2010
West Seneca Schools, NY November 2006 - April 2008
Daemen College September 2003 - September 2006
Skills
Public Relations, People Skills, Marketing, Computer-savvy, Human Resources, English-Spanish, Education, Writing, Communication, Technical Recruiting, Employee Benefits, Microsoft Excel, Graphics, HRIS, HR Consulting, HR Policies, Interviews, Internet, ISO, JavaScript, Knowledge Management, Social Media, Military, Negotiation, New Business Development, Social Networking, Networking, Outsourcing, Office Management, PowerPoint, Quality Management, Customer Service, TCP/IP, Tutoring, Treatment, Windows, Web Design, Windows Server, Creative Writing, Youth Mentoring, Staff Development, Microsoft Word
Education
Daemen College 2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters, Education, Philosophy and History/Government and Business, 4.0
Daemen College
Personal PC Consultant October 2012 - Present
Military Academics June 2010 - Present
Affinity Personnel Solutions June 2014 - August 2014
ManpowerGroup August 2011 - May 2014
HSBC Private Bank October 2010 - January 2011
Bryant & Stratton College April 2008 - May 2010
West Seneca Schools, NY November 2006 - April 2008
Daemen College September 2003 - September 2006
Skills
Public Relations, People Skills, Marketing, Computer-savvy, Human Resources, English-Spanish, Education, Writing, Communication, Technical Recruiting, Employee Benefits, Microsoft Excel, Graphics, HRIS, HR Consulting, HR Policies, Interviews, Internet, ISO, JavaScript, Knowledge Management, Social Media, Military, Negotiation, New Business Development, Social Networking, Networking, Outsourcing, Office Management, PowerPoint, Quality Management, Customer Service, TCP/IP, Tutoring, Treatment, Windows, Web Design, Windows Server, Creative Writing, Youth Mentoring, Staff Development, Microsoft Word
Education
Daemen College 2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters, Education, Philosophy and History/Government and Business, 4.0
Daemen College
Sonia Orellano's HSBC Private Bank Experience January 2011 - Present
Job Compliace Officer OFAC/Sanctions
Industry Banking
Experience
HSBC Private Bank January 2011 - Present
HSBC Private Bank May 2009 - July 2011
HSBC Private Bank December 2004 - May 2009
HSBC Private Bank July 2003 - December 2004
HSBC 2003 - 2004
HSBC 2003 - 2004
HSBC Private Bank January 2003 - July 2003
Skills
Leadership, Banking, Quick Books, PeopleSoft, JavaScript, Cisco, Quicken, SAP, Credit Bureau Software, GAAP, System Application..., World-Check, LexisNexis, Banker’s Almanac, Netscape Communicator, Microsoft Office Suite:..., Outlook Express, Adobe Creative Suite, Spanish Speaking, OFAC, KYC, PEP, Research, Bank Secrecy Act, Risk Management, AML, Management, Employee Training, Loss Mitigation, Auditing, Financial Audits, Analysis, Operational Risk, Loans, Portfolio Management, Spanish, Financial Services, QuickBooks, Mortgage Lending, Credit Cards, Program Management, Consumer Lending, Cisco Technologies, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1985 — 1988
HSBC Private Bank January 2011 - Present
HSBC Private Bank May 2009 - July 2011
HSBC Private Bank December 2004 - May 2009
HSBC Private Bank July 2003 - December 2004
HSBC 2003 - 2004
HSBC 2003 - 2004
HSBC Private Bank January 2003 - July 2003
Skills
Leadership, Banking, Quick Books, PeopleSoft, JavaScript, Cisco, Quicken, SAP, Credit Bureau Software, GAAP, System Application..., World-Check, LexisNexis, Banker’s Almanac, Netscape Communicator, Microsoft Office Suite:..., Outlook Express, Adobe Creative Suite, Spanish Speaking, OFAC, KYC, PEP, Research, Bank Secrecy Act, Risk Management, AML, Management, Employee Training, Loss Mitigation, Auditing, Financial Audits, Analysis, Operational Risk, Loans, Portfolio Management, Spanish, Financial Services, QuickBooks, Mortgage Lending, Credit Cards, Program Management, Consumer Lending, Cisco Technologies, Anti Money Laundering
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1985 — 1988
Alex Han Alex Han's HSBC Private Bank Experience July 2011 - August 2011
Job CoFounder at PupWalkr
Industry Consumer Services
Experience
PupWalkr December 2014 - Present
LandingLion February 2015 - May 2015
SunTrust Robinson Humphrey July 2013 - February 2015
Black Label Strategies August 2012 - April 2013
Buckhead Capital Management May 2012 - August 2012
HSBC Private Bank July 2011 - August 2011
MEN ON THE SIDE OF THE ROAD June 2010 - August 2010
Skills
Business Development, Business Strategy, Early-stage Startups, Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Investment Banking, PowerPoint, Data Analysis, Forecasting, Microsoft Word, Investments, Equity Research, Portfolio Management, Valuation, Statistics, Equity Trading, Business Analysis, Management, Fundraising, Capital IQ, Axys
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Business Administration, Finance, 3.94
PupWalkr December 2014 - Present
LandingLion February 2015 - May 2015
SunTrust Robinson Humphrey July 2013 - February 2015
Black Label Strategies August 2012 - April 2013
Buckhead Capital Management May 2012 - August 2012
HSBC Private Bank July 2011 - August 2011
MEN ON THE SIDE OF THE ROAD June 2010 - August 2010
Skills
Business Development, Business Strategy, Early-stage Startups, Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Investment Banking, PowerPoint, Data Analysis, Forecasting, Microsoft Word, Investments, Equity Research, Portfolio Management, Valuation, Statistics, Equity Trading, Business Analysis, Management, Fundraising, Capital IQ, Axys
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Business Administration, Finance, 3.94
Dylan Wolf Dylan Wolf's HSBC Private Bank Experience December 2010 - December 2011
Job Delivering clean energy solutions to developing nations
Industry Renewables & Environment
Experience
The World Energy Foundation April 2014 - Present
HSBC Private Bank December 2010 - December 2011
Apple Inc July 2006 - July 2008
Skills
Mac OS, Windows, Adobe Creative Suite, Microsoft Office, Marketing, Management, OS X, Windows 7, Photoshop, Microsoft Excel, Lotus Notes, PowerPoint, Project Management, Microsoft Word, Dreamweaver, Customer Service, JavaScript, Outlook, Social Networking, Research, InDesign, Leadership, Analysis, Access, Market Research, Team Leadership, Finance, Data Analysis, Business Planning, Business Development, Renewable Energy, Start-ups
Education
CUNY New York City College of Technology
Mechanical Engineering
The World Energy Foundation April 2014 - Present
HSBC Private Bank December 2010 - December 2011
Apple Inc July 2006 - July 2008
Skills
Mac OS, Windows, Adobe Creative Suite, Microsoft Office, Marketing, Management, OS X, Windows 7, Photoshop, Microsoft Excel, Lotus Notes, PowerPoint, Project Management, Microsoft Word, Dreamweaver, Customer Service, JavaScript, Outlook, Social Networking, Research, InDesign, Leadership, Analysis, Access, Market Research, Team Leadership, Finance, Data Analysis, Business Planning, Business Development, Renewable Energy, Start-ups
Education
CUNY New York City College of Technology
Mechanical Engineering
Kelly Vanegas Kelly Vanegas's HSBC Private Bank Experience January 2012 - Present
Job Certified Scrum Master (CSM), Project Manager at HSBC Private Bank
Industry Information Technology and Services
Experience
HSBC Private Bank January 2012 - Present
HSBC Securities March 2009 - December 2011
Eastern Financial Florida Credit Union May 2004 - March 2009
Skills
Banking, Business Analysis, Auditing, Change Management, Financial Analysis, Financial Risk, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Retail Banking, SDLC, Software Project..., Project Delivery, Team Leadership, PMO, Business Process, Business Intelligence, Integration, Analysis, Team Building, Business Development, IT Strategy, Team Management, CRM, Business Transformation, Strategy, Management, Risk Management, Vendor Management
Education
Nova Southeastern University 2007 — 2008
Masters, Business Adminstration
Florida International University - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Major in Finance and Management Information Systems
HSBC Private Bank January 2012 - Present
HSBC Securities March 2009 - December 2011
Eastern Financial Florida Credit Union May 2004 - March 2009
Skills
Banking, Business Analysis, Auditing, Change Management, Financial Analysis, Financial Risk, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Retail Banking, SDLC, Software Project..., Project Delivery, Team Leadership, PMO, Business Process, Business Intelligence, Integration, Analysis, Team Building, Business Development, IT Strategy, Team Management, CRM, Business Transformation, Strategy, Management, Risk Management, Vendor Management
Education
Nova Southeastern University 2007 — 2008
Masters, Business Adminstration
Florida International University - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Major in Finance and Management Information Systems
Javier Ubeda Javier Ubeda's HSBC Private Bank Experience June 2015 - August 2015
Job Banking
Industry Banking
Experience
HSBC Private Bank June 2015 - August 2015
Santander Private Banking International November 2013 - September 2014
Scottrade October 2012 - November 2013
ACCENT Marketing July 2012 - August 2012
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Institut Catholique de Paris
1 Year Diploma of French Language Studies
College International de Cannes
French Summer Diploma
Valley Forge Military Academy
High School
HSBC Private Bank June 2015 - August 2015
Santander Private Banking International November 2013 - September 2014
Scottrade October 2012 - November 2013
ACCENT Marketing July 2012 - August 2012
Education
Florida International University
Bachelor of Arts (B.A.), Economics
Institut Catholique de Paris
1 Year Diploma of French Language Studies
College International de Cannes
French Summer Diploma
Valley Forge Military Academy
High School
Min Ci Loh's HSBC Private Bank Experience November 2010 - December 2010
Job Product Analyst | Project Manager
Industry Financial Services
Experience
MasterCard April 2014 - Present
MasterCard December 2011 - March 2014
HSBC Private Bank November 2010 - December 2010
One Rochester April 2009 - July 2009
Skills
Product Management, Project Management, E-commerce, Product Marketing, Digital Marketing, Strategy, Management, Leadership, VBA, Business Analysis, Marketing Communications, Advertising, Marketing, Product Launch, Product Development, Brand Development, Market Research, Consumer Insight, Agency Relationship...
Education
Singapore Management University 2007 — 2011
Bachelor of Business Management and Bachelor of Social Sciences, Summa Cum Laude
ESADE Business & Law School 2010 — 2010
International Spring Exchange Program 2010
MasterCard April 2014 - Present
MasterCard December 2011 - March 2014
HSBC Private Bank November 2010 - December 2010
One Rochester April 2009 - July 2009
Skills
Product Management, Project Management, E-commerce, Product Marketing, Digital Marketing, Strategy, Management, Leadership, VBA, Business Analysis, Marketing Communications, Advertising, Marketing, Product Launch, Product Development, Brand Development, Market Research, Consumer Insight, Agency Relationship...
Education
Singapore Management University 2007 — 2011
Bachelor of Business Management and Bachelor of Social Sciences, Summa Cum Laude
ESADE Business & Law School 2010 — 2010
International Spring Exchange Program 2010
Geraldine Gautier Geraldine Gautier's HSBC Private Bank Experience May 2013 - Present
Job Compliance Officer chez HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank May 2013 - Present
SBM Offshore March 2012 - April 2013
Societe Generale Private Banking October 2010 - March 2012
Skills
Risk Management, Lutte Anti-blanchiment, Lutte Anti-financement..., Respect des sanctions..., Lutte contre la..., Gestion des risques
Education
Université de Nice-Sophia Antipolis 2010 — 2011
Master 2 MBFI, Management Bancaire et Finance Internationale
Heriot-Watt University 2008 — 2010
Master of Arts (MA), Business and Management, Honours 2:1
Université de Nice-Sophia Antipolis 2006 — 2008
DUT GEA, Gestion de Entreprises et Administrations
HSBC Private Bank May 2013 - Present
SBM Offshore March 2012 - April 2013
Societe Generale Private Banking October 2010 - March 2012
Skills
Risk Management, Lutte Anti-blanchiment, Lutte Anti-financement..., Respect des sanctions..., Lutte contre la..., Gestion des risques
Education
Université de Nice-Sophia Antipolis 2010 — 2011
Master 2 MBFI, Management Bancaire et Finance Internationale
Heriot-Watt University 2008 — 2010
Master of Arts (MA), Business and Management, Honours 2:1
Université de Nice-Sophia Antipolis 2006 — 2008
DUT GEA, Gestion de Entreprises et Administrations
Miriam Al Ali Miriam Al Ali's HSBC Private Bank Experience March 2008 - May 2008
Job Student at Harvard University Kennedy School of Government
Industry Public Policy
Experience
Harvard Kennedy School of Government September 2012 - January 2013
Columbia University Business School January 2011 - May 2011
A.T. Kearney August 2008 - October 2008
HSBC Private Bank March 2008 - May 2008
Siemens November 2006 - October 2007
Skills
Research, Policy Analysis, Nonprofits, Strategy, Project Management
Education
Harvard University Kennedy School of Government 2011 — 2013
Master of Public Policy (MPP), International Trade and Finance
Center for Digital Technology and Management, Munich 2009 — 2011
Honors Degree in Technology Management, Digital Technology, Managing Product Development, Entrepreneurship Laboratory
Technische Universität München / Technical University of Munich 2005 — 2011
Diplom, Technology and Management oriented Business Administration
Harvard Kennedy School of Government September 2012 - January 2013
Columbia University Business School January 2011 - May 2011
A.T. Kearney August 2008 - October 2008
HSBC Private Bank March 2008 - May 2008
Siemens November 2006 - October 2007
Skills
Research, Policy Analysis, Nonprofits, Strategy, Project Management
Education
Harvard University Kennedy School of Government 2011 — 2013
Master of Public Policy (MPP), International Trade and Finance
Center for Digital Technology and Management, Munich 2009 — 2011
Honors Degree in Technology Management, Digital Technology, Managing Product Development, Entrepreneurship Laboratory
Technische Universität München / Technical University of Munich 2005 — 2011
Diplom, Technology and Management oriented Business Administration
Joy Prentice Joy Prentice's HSBC Private Bank Experience 1999 - 2006
Job Teaching Artist & Fitness Instructor
Industry Entertainment
Experience
NY Health & Racquet Club, New York University, H Club 2008 - Present
Prentice Productions, Inc. 2002 - Present
USO 2010 - December 2012
Smartworks 2008 - 2009
HSBC Private Bank 1999 - 2006
Skills
Personnel Management, Event Management, Educational Consulting, Bookkeeping, Customer Service, Production Planning, Choreography, Fitness Instruction, Ballroom Dance, Inspiring Teams, Music Education, Volunteer Recruiting, Teacher Mentoring, Zumba, Wellness, Aqua Fitness, Producing, Theatrical Production, Development, Teacher Training, Marketing, Social Media, Social Media Marketing, Teaching, Art, Public Speaking
Education
Illinois State University
Bachelor's degree, Theatre
NY Health & Racquet Club, New York University, H Club 2008 - Present
Prentice Productions, Inc. 2002 - Present
USO 2010 - December 2012
Smartworks 2008 - 2009
HSBC Private Bank 1999 - 2006
Skills
Personnel Management, Event Management, Educational Consulting, Bookkeeping, Customer Service, Production Planning, Choreography, Fitness Instruction, Ballroom Dance, Inspiring Teams, Music Education, Volunteer Recruiting, Teacher Mentoring, Zumba, Wellness, Aqua Fitness, Producing, Theatrical Production, Development, Teacher Training, Marketing, Social Media, Social Media Marketing, Teaching, Art, Public Speaking
Education
Illinois State University
Bachelor's degree, Theatre
Carmen Machado Carmen Machado's HSBC Private Bank Experience February 2013 - Present
Job Relationship Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2013 - Present
Itau Europa Securities March 2009 - Present
Banco Itau Europa International March 2009 - Present
Itau Securities August 2006 - February 2009
BANCO ITAÚ S.A. São Paulo, SP, Brazil December 2003 - July 2006
BBA CREDITANSTALT BANK, São Paulo, SP, Brazil July 1999 - July 2002
Skills
Series 7, Series 63, Access System, Impacta,, Financial Market..., Emergent Market..., Business English,..., Financial Markets, Private Banking, Equities, Asset Allocation, Banking, Wealth Management, Capital Markets, Credit, Investments, Investment Banking, Strategy, Management, Portfolio Management, Risk Management, Emerging Markets
Education
Fundação Armando Alvares Penteado
HSBC Private Bank February 2013 - Present
Itau Europa Securities March 2009 - Present
Banco Itau Europa International March 2009 - Present
Itau Securities August 2006 - February 2009
BANCO ITAÚ S.A. São Paulo, SP, Brazil December 2003 - July 2006
BBA CREDITANSTALT BANK, São Paulo, SP, Brazil July 1999 - July 2002
Skills
Series 7, Series 63, Access System, Impacta,, Financial Market..., Emergent Market..., Business English,..., Financial Markets, Private Banking, Equities, Asset Allocation, Banking, Wealth Management, Capital Markets, Credit, Investments, Investment Banking, Strategy, Management, Portfolio Management, Risk Management, Emerging Markets
Education
Fundação Armando Alvares Penteado
Daniel Dessauges Daniel Dessauges's HSBC Private Bank Experience October 2010 - June 2012
Job CoFounder, zkipster Guest List Solutions
Industry Events Services
Experience
zkipster - Guest List Solutions October 2009 - Present
HSBC Private Bank October 2010 - June 2012
Mayfour Capital Services June 2008 - May 2009
Credit Suisse September 2006 - May 2008
Young & Rubicam August 2005 - October 2005
tilllate AG August 2001 - October 2005
Thomson Reuters August 2001 - July 2005
Education
ESADE Business School 2009 — 2010
MSc of Finance
zkipster - Guest List Solutions October 2009 - Present
HSBC Private Bank October 2010 - June 2012
Mayfour Capital Services June 2008 - May 2009
Credit Suisse September 2006 - May 2008
Young & Rubicam August 2005 - October 2005
tilllate AG August 2001 - October 2005
Thomson Reuters August 2001 - July 2005
Education
ESADE Business School 2009 — 2010
MSc of Finance
Alexandre Sahyoun's HSBC Private Bank Experience July 2010 - August 2010
Job Data Scientist at Oracle
Industry Computer Software
Experience
Oracle April 2015 - Present
Datalogix July 2014 - April 2015
MIT September 2012 - June 2014
Société Générale (Through CPI Program) September 2011 - June 2012
Bouygues Construction (Innotech) September 2010 - June 2011
HSBC Private Bank July 2010 - August 2010
Skills
Quantitative Analytics, Probability Theory, Python, Linear Optimization, Web Scraping, Data Visualization, d3.js, Operations Management, Multicultural, Innovation, Creativity, Data Analysis, Engineering, Algorithms, Machine Learning, Stochastic Calculus, Stochastic Modeling, R, Optimization, Microsoft Office, Statistics, Project Management, French, English, Management, Analytics, Apache Spark, Hive
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Science (MS), Operations Research, 5/5
Ecole centrale de Paris 2010 — 2014
Bachelor of Science (BS), Applied Mathematics & Management Science, 3.8/4
Oracle April 2015 - Present
Datalogix July 2014 - April 2015
MIT September 2012 - June 2014
Société Générale (Through CPI Program) September 2011 - June 2012
Bouygues Construction (Innotech) September 2010 - June 2011
HSBC Private Bank July 2010 - August 2010
Skills
Quantitative Analytics, Probability Theory, Python, Linear Optimization, Web Scraping, Data Visualization, d3.js, Operations Management, Multicultural, Innovation, Creativity, Data Analysis, Engineering, Algorithms, Machine Learning, Stochastic Calculus, Stochastic Modeling, R, Optimization, Microsoft Office, Statistics, Project Management, French, English, Management, Analytics, Apache Spark, Hive
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Science (MS), Operations Research, 5/5
Ecole centrale de Paris 2010 — 2014
Bachelor of Science (BS), Applied Mathematics & Management Science, 3.8/4
Daniel Hughey Daniel Hughey's HSBC Private Bank Experience June 2013 - Present
Job Investment Management at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank June 2013 - Present
HSBC Private Bank September 2011 - June 2013
HSBC July 2009 - October 2010
Skills
Commercial Banking, Portfolio Management, Banking, Relationship Management
Education
Hofstra University
BBA, Finance
HSBC Private Bank June 2013 - Present
HSBC Private Bank September 2011 - June 2013
HSBC July 2009 - October 2010
Skills
Commercial Banking, Portfolio Management, Banking, Relationship Management
Education
Hofstra University
BBA, Finance
Nadia Setzer Nadia Setzer's HSBC Private Bank Experience May 2005 - June 2006
Job Feminine Awakening Coach at Wild Woman Journey
Industry Professional Training & Coaching
Experience
Wild Woman Journey January 2014 - Present
Ipas June 2010 - August 2014
Fair Trade USA June 2006 - May 2008
HSBC Private Bank May 2005 - June 2006
Inlingua January 2005 - May 2005
Davis, Davis, & Davis August 2004 - December 2004
Skills
Health Education, Program Development, Fundraising, Nonprofits, Coaching, Holistic Health, Public Speaking, Workshop Facilitation, Personal Development
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health Counselor, Integrative Nutrition and Coaching
Duke University 2012 — 2012
Integrative Health Coach Professional Training, Integrative Health Coaching
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor's degree, International Relations and Spanish
Wild Woman Journey January 2014 - Present
Ipas June 2010 - August 2014
Fair Trade USA June 2006 - May 2008
HSBC Private Bank May 2005 - June 2006
Inlingua January 2005 - May 2005
Davis, Davis, & Davis August 2004 - December 2004
Skills
Health Education, Program Development, Fundraising, Nonprofits, Coaching, Holistic Health, Public Speaking, Workshop Facilitation, Personal Development
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health Counselor, Integrative Nutrition and Coaching
Duke University 2012 — 2012
Integrative Health Coach Professional Training, Integrative Health Coaching
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor's degree, International Relations and Spanish
Olive Goh, CFA 吴肇纽 Olive Goh, CFA 吴肇纽's HSBC Private Bank Experience October 2006 - April 2014
Job Citi Private Bank Ultra High Net Worth Private Banker & North America Asian Clients Group
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
HSBC Private Bank October 2006 - April 2014
Civil Aviation Authority of Singapore June 2003 - September 2006
Skills
Portfolio Management, Private Banking, Investments, Risk Management, Wealth Management, Banking, Insurance, Financial Services, Fixed Income, Relationship Management, Alternative Investments, Equities, Asset Management, Capital Markets, Series 7, Finance, Investment Banking
Education
Georgetown University 1999 — 2003
Bachelor’s Degree, International Relations
Victoria Junior College 1997 — 1998
High School
Raffles Girls' School 1993 — 1996
High School
Citi Private Bank May 2014 - Present
HSBC Private Bank October 2006 - April 2014
Civil Aviation Authority of Singapore June 2003 - September 2006
Skills
Portfolio Management, Private Banking, Investments, Risk Management, Wealth Management, Banking, Insurance, Financial Services, Fixed Income, Relationship Management, Alternative Investments, Equities, Asset Management, Capital Markets, Series 7, Finance, Investment Banking
Education
Georgetown University 1999 — 2003
Bachelor’s Degree, International Relations
Victoria Junior College 1997 — 1998
High School
Raffles Girls' School 1993 — 1996
High School
Cem Turk Cem Turk's HSBC Private Bank Experience 2004 - 2007
Job Director of US Operations at Izka Construction, Inc
Industry Real Estate
Experience
Izka Construction, Inc March 2015 - Present
Prado Realty 2007 - Present
Wells Fargo 2007 - 2009
HSBC Private Bank 2004 - 2007
Cool Image 2000 - 2004
Skills
Market Analysis, Business Development, International Sales, Luxury Real Estate, B2B Marketing Strategy, Credit Analysis, International Loans, Investment Capital, Portfolio Management, Strategic Planning, Commercial Real Estate
Education
Florida International University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General, 3.75
Florida International University 1999 — 2001
Certificate, International Banking, 4
University of West Florida 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.25
Izka Construction, Inc March 2015 - Present
Prado Realty 2007 - Present
Wells Fargo 2007 - 2009
HSBC Private Bank 2004 - 2007
Cool Image 2000 - 2004
Skills
Market Analysis, Business Development, International Sales, Luxury Real Estate, B2B Marketing Strategy, Credit Analysis, International Loans, Investment Capital, Portfolio Management, Strategic Planning, Commercial Real Estate
Education
Florida International University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General, 3.75
Florida International University 1999 — 2001
Certificate, International Banking, 4
University of West Florida 1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, 3.25
Emerald Frisbee Emerald Frisbee's HSBC Private Bank Experience 2003 - 2005
Job Multiple Line Training Specialist at Farm Family Insurance
Industry Insurance
Experience
Farm Family Insurance March 2008 - Present
Farm Family Insurance July 2005 - March 2008
HSBC Private Bank 2003 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Casualty, General Insurance, Underwriting, Commercial Lines, Liability, Workers Compensation, Inland Marine, Umbrella Insurance
Education
The Sage Colleges-Sage College of Albany 2002 — 2004
Bachelor of Arts (B.A.), Business Adminstration
Columbia-Greene Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
Farm Family Insurance March 2008 - Present
Farm Family Insurance July 2005 - March 2008
HSBC Private Bank 2003 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Casualty, General Insurance, Underwriting, Commercial Lines, Liability, Workers Compensation, Inland Marine, Umbrella Insurance
Education
The Sage Colleges-Sage College of Albany 2002 — 2004
Bachelor of Arts (B.A.), Business Adminstration
Columbia-Greene Community College 2000 — 2002
Associate of Arts (AA), Business Administration and Management, General
Carolyn Dewing-Hommes Carolyn Dewing-Hommes's HSBC Private Bank Experience 2008 - 2011
Job President and Founder at Rockwoood Consulting
Industry Management Consulting
Experience
Rockwoood Consulting June 2014 - Present
The Inflection Point 2011 - 2014
HSBC Private Bank 2008 - 2011
UBS Wealth Management August 2007 - August 2008
E Pluribus Partners 2002 - 2007
Citi 1986 - 2001
Skills
Business Strategy, Management Consulting, Global Business..., People Development, Wealth Management, Private Banking, Asset Managment, Investments, International Sales, Organizational..., Employee Engagement, Strategy Alignment, Emotional Intelligence, People Skills, Brazilian Portuguese, French, Asset Allocation, Spanish-speaking, Strategy, Investment Management, People-oriented, Banking, Latin America, Executive Coaching, Leadership, Investment Banking, Emerging Markets, Structured Products, Asset Management, Investment Advisory, Portfolio Management, Wealth Management..., Capital Markets, Financial Services, High Net Worth..., Management
Education
Columbia University - School of International and Public Affairs
M.A., Economics, Latin American Studies
Georgetown University
B.A., Government, French, Spanish
Rockwoood Consulting June 2014 - Present
The Inflection Point 2011 - 2014
HSBC Private Bank 2008 - 2011
UBS Wealth Management August 2007 - August 2008
E Pluribus Partners 2002 - 2007
Citi 1986 - 2001
Skills
Business Strategy, Management Consulting, Global Business..., People Development, Wealth Management, Private Banking, Asset Managment, Investments, International Sales, Organizational..., Employee Engagement, Strategy Alignment, Emotional Intelligence, People Skills, Brazilian Portuguese, French, Asset Allocation, Spanish-speaking, Strategy, Investment Management, People-oriented, Banking, Latin America, Executive Coaching, Leadership, Investment Banking, Emerging Markets, Structured Products, Asset Management, Investment Advisory, Portfolio Management, Wealth Management..., Capital Markets, Financial Services, High Net Worth..., Management
Education
Columbia University - School of International and Public Affairs
M.A., Economics, Latin American Studies
Georgetown University
B.A., Government, French, Spanish
Jacob Afriat Jacob Afriat's HSBC Private Bank Experience September 2010 - November 2011
Job Consultant & Advisor
Industry Internet
Experience
ALOHA.com September 2013 - May 2015
Merchantry (acquired by Tradeshift) May 2012 - August 2012
HSBC Private Bank September 2010 - November 2011
HSBC October 2008 - September 2010
Credit Suisse February 2008 - August 2008
Skills
Corporate Finance, Venture Capital, Valuation, Financial Modeling, Venture Debt, Early-stage Startups, Fundraising, Start-up Consulting, Operations Management, Investment Advisory, Investment Banking, Private Equity, Due Diligence, Investment Strategies, Private Banking, Entrepreneurship, Wealth Management, Equities, Investments, Emerging Markets, Capital Markets, Inventory Analysis, Portfolio Management, Hedge Funds, Bloomberg
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA), Corporate Finance & Entrepreneurship
University of Pennsylvania - The Wharton School 2013 — 2013
Exchange MBA, Entrepreneurship/Entrepreneurial Studies
Yeshiva University 2003 — 2007
Bachelor of Science, Finance, Biology
ALOHA.com September 2013 - May 2015
Merchantry (acquired by Tradeshift) May 2012 - August 2012
HSBC Private Bank September 2010 - November 2011
HSBC October 2008 - September 2010
Credit Suisse February 2008 - August 2008
Skills
Corporate Finance, Venture Capital, Valuation, Financial Modeling, Venture Debt, Early-stage Startups, Fundraising, Start-up Consulting, Operations Management, Investment Advisory, Investment Banking, Private Equity, Due Diligence, Investment Strategies, Private Banking, Entrepreneurship, Wealth Management, Equities, Investments, Emerging Markets, Capital Markets, Inventory Analysis, Portfolio Management, Hedge Funds, Bloomberg
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA), Corporate Finance & Entrepreneurship
University of Pennsylvania - The Wharton School 2013 — 2013
Exchange MBA, Entrepreneurship/Entrepreneurial Studies
Yeshiva University 2003 — 2007
Bachelor of Science, Finance, Biology
Prasad K. Patankar's HSBC Private Bank Experience February 2002 - April 2002
Job Care Coordination/Population Health Implementation Specialist at eClinicalWorks
Industry Hospital & Health Care
Experience
eClinicalWorks January 2015 - Present
eClinicalWorks June 2011 - December 2014
Cummins Inc. September 2010 - December 2010
Cummins Inc. May 2010 - August 2010
Missouri University of Science and Technology August 2009 - May 2010
Dow Jones & Company June 2008 - August 2008
St. Xaviers Technical Institute(Mumbai),India September 2002 - June 2007
HSBC Private Bank February 2002 - April 2002
Skills
Visio, Oracle Database 12c SQL, IBM Cognos 8 BI Report..., IBM Cognos Business..., Business Analysis, Business Intelligence, EHR, Healthcare Information..., Software Project..., HIPAA, Technical Documentation, Leadership, Technical Training, MS Project, Participating in..., Creating current and..., Problem Solving, Web Project Management, User Acceptance Testing, SAP BW, Developing &..., Oracle Business..., MySQL, Fundamentals of Program..., Understanding of..., SAS solutions and agile...
Education
Missouri University of Science and Technology 2007 — 2008
Master of Science, Information Science and Technology
Missouri University of Science and Technology 2009 — 2012
Master of Science, Technical Communication
University of Missouri-Rolla 2007 — 2008
Graduate Certificate, Graduate Certificate in Enterprise Resource Planning
Indira Gandhi National Open University 2002 — 2006
Advanced Diploma, Computer Applications
University of Mumbai 1997 — 2000
Bachelors, Sciences
Narsee Monjee Institute of Management Studies 1998 — 1999
Diploma, Computer Programming
University of Mumbai 1995 — 1997
Higher Secondary Certificate(HSC) - Equivalent to a GED in the U.S.
St.Xaviers High School,India(Mumbai) 1985 — 1995
Senior Secondary Certificate(SSC), Mathematics, Science, Social Studies, English
eClinicalWorks January 2015 - Present
eClinicalWorks June 2011 - December 2014
Cummins Inc. September 2010 - December 2010
Cummins Inc. May 2010 - August 2010
Missouri University of Science and Technology August 2009 - May 2010
Dow Jones & Company June 2008 - August 2008
St. Xaviers Technical Institute(Mumbai),India September 2002 - June 2007
HSBC Private Bank February 2002 - April 2002
Skills
Visio, Oracle Database 12c SQL, IBM Cognos 8 BI Report..., IBM Cognos Business..., Business Analysis, Business Intelligence, EHR, Healthcare Information..., Software Project..., HIPAA, Technical Documentation, Leadership, Technical Training, MS Project, Participating in..., Creating current and..., Problem Solving, Web Project Management, User Acceptance Testing, SAP BW, Developing &..., Oracle Business..., MySQL, Fundamentals of Program..., Understanding of..., SAS solutions and agile...
Education
Missouri University of Science and Technology 2007 — 2008
Master of Science, Information Science and Technology
Missouri University of Science and Technology 2009 — 2012
Master of Science, Technical Communication
University of Missouri-Rolla 2007 — 2008
Graduate Certificate, Graduate Certificate in Enterprise Resource Planning
Indira Gandhi National Open University 2002 — 2006
Advanced Diploma, Computer Applications
University of Mumbai 1997 — 2000
Bachelors, Sciences
Narsee Monjee Institute of Management Studies 1998 — 1999
Diploma, Computer Programming
University of Mumbai 1995 — 1997
Higher Secondary Certificate(HSC) - Equivalent to a GED in the U.S.
St.Xaviers High School,India(Mumbai) 1985 — 1995
Senior Secondary Certificate(SSC), Mathematics, Science, Social Studies, English
Chia-Hao (Timothy) Liu Chia-Hao (Timothy) Liu's HSBC Private Bank Experience July 2014 - August 2014
Job PhD Student at Columbia University in the City of New York
Industry Research
Experience
Columbia University in the City of New York February 2013 - May 2015
HSBC Private Bank July 2014 - August 2014
Dept. of Physics, National Taiwan Normal University July 2010 - August 2012
Skills
Physics, Mathematical Modeling, Photonics, Mathematical Analysis, Mathematica, Science, Matlab, Lipper, Python, Data Analysis, Research
Education
Columbia University in the City of New York 2014 — 2017
Doctor of Philosophy (PhD), Applied Physics
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Applied Physics and Applied Math
National Taiwan Normal University 2007 — 2011
Bachelor of Science (BS), Theoretical and Mathematical Physics
Columbia University in the City of New York February 2013 - May 2015
HSBC Private Bank July 2014 - August 2014
Dept. of Physics, National Taiwan Normal University July 2010 - August 2012
Skills
Physics, Mathematical Modeling, Photonics, Mathematical Analysis, Mathematica, Science, Matlab, Lipper, Python, Data Analysis, Research
Education
Columbia University in the City of New York 2014 — 2017
Doctor of Philosophy (PhD), Applied Physics
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Applied Physics and Applied Math
National Taiwan Normal University 2007 — 2011
Bachelor of Science (BS), Theoretical and Mathematical Physics
Jim Downham Jr. Jim Downham Jr.'s HSBC Private Bank Experience June 2015 - Present
Job Senior Vice President, Sr. Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank June 2015 - Present
Regions Private Wealth Management July 2013 - June 2015
Bernstein Global Wealth Management May 2007 - December 2012
McGraw-Hill Companies 2004 - 2005
The McGraw-Hill Companies 2001 - 2004
The McGraw-Hill Companies 1999 - 2000
The McGraw-Hill Companies 1997 - 1999
The McGraw-Hill Companies 1993 - 1997
Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...
Education
Texas A&M University 1980 — 1984
BBA, Finance
Harvard Business School
Competition & Business Strategy
University of Virginia Darden School of Business
Executive Development Program
HSBC Private Bank June 2015 - Present
Regions Private Wealth Management July 2013 - June 2015
Bernstein Global Wealth Management May 2007 - December 2012
McGraw-Hill Companies 2004 - 2005
The McGraw-Hill Companies 2001 - 2004
The McGraw-Hill Companies 1999 - 2000
The McGraw-Hill Companies 1997 - 1999
The McGraw-Hill Companies 1993 - 1997
Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...
Education
Texas A&M University 1980 — 1984
BBA, Finance
Harvard Business School
Competition & Business Strategy
University of Virginia Darden School of Business
Executive Development Program
Akshay Sehgal, CFA's HSBC Private Bank Experience November 2005 - June 2007
Job SVP Head of EMEA and Asia at Safra
Industry Banking
Experience
Safra National Bank of New York May 2014 - Present
Nooka Inc. June 2013 - May 2014
HSBC Private Bank (USA) February 2010 - March 2014
HSBC Private Bank (Suisse) July 2007 - January 2010
HSBC Private Bank November 2005 - June 2007
Toyota Industrial Equipment Europe September 2004 - October 2005
SAP January 2003 - August 2003
LMS International September 2001 - December 2002
Belgian Foreign Trade Board September 2000 - August 2001
Skills
Portfolio Management, Wealth Management, French, Spanish, Hindi, Sales, Series 7, Chartered Financial..., CAIA, Relationship Management, Strategy, CRM, Banking, Management, Private Banking, Business Planning, Investments, Business Strategy, International Business, Financial Services, Competitive Analysis, Market Research, Fixed Income, Derivatives, Equities, Credit, Analysis, Alternative Investments, Investment Management, Mutual Funds, Business Development, Structured Products, Hedge Funds, Finance, Asset Management
Education
CFA Institute 2006 — 2009
Finance, CFA Charterholder
CAIA Association 2008 — 2008
CAIA Charterholder, Alternativate Investments
University of Melbourne 2002 — 2003
Masters, International Business
Indian Institute of Management, Bangalore 2001 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
1996 — 2000
Bachelors, Business Administration
Institut Saint-André, Brussels 1993 — 1996
A-level, Economics
Safra National Bank of New York May 2014 - Present
Nooka Inc. June 2013 - May 2014
HSBC Private Bank (USA) February 2010 - March 2014
HSBC Private Bank (Suisse) July 2007 - January 2010
HSBC Private Bank November 2005 - June 2007
Toyota Industrial Equipment Europe September 2004 - October 2005
SAP January 2003 - August 2003
LMS International September 2001 - December 2002
Belgian Foreign Trade Board September 2000 - August 2001
Skills
Portfolio Management, Wealth Management, French, Spanish, Hindi, Sales, Series 7, Chartered Financial..., CAIA, Relationship Management, Strategy, CRM, Banking, Management, Private Banking, Business Planning, Investments, Business Strategy, International Business, Financial Services, Competitive Analysis, Market Research, Fixed Income, Derivatives, Equities, Credit, Analysis, Alternative Investments, Investment Management, Mutual Funds, Business Development, Structured Products, Hedge Funds, Finance, Asset Management
Education
CFA Institute 2006 — 2009
Finance, CFA Charterholder
CAIA Association 2008 — 2008
CAIA Charterholder, Alternativate Investments
University of Melbourne 2002 — 2003
Masters, International Business
Indian Institute of Management, Bangalore 2001 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
1996 — 2000
Bachelors, Business Administration
Institut Saint-André, Brussels 1993 — 1996
A-level, Economics
Natalie Jones, MPA Natalie Jones, MPA's HSBC Private Bank Experience 2005 - 2009
Job Mitigation Planner at FEMA
Industry Government Administration
Experience
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
Jeanne Samuels's HSBC Private Bank Experience November 2010 - Present
Job Vice President, Senior Legal Counsel at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank November 2010 - Present
Citi Wealth Management Latin America, Affluent High Net Worth Segment September 2008 - November 2010
Citicorp Investment Services June 2001 - September 2006
Prudential Securities September 1996 - May 2001
Cooper, Leibowitz and Arnelle, Hastie 1994 - 1996
Fried Frank March 1989 - June 1994
Gaston & Snow 1987 - 1989
Education
Fordham University School of Law 1984 — 1987
JD
Smith College 1979 — 1983
BA
HSBC Private Bank November 2010 - Present
Citi Wealth Management Latin America, Affluent High Net Worth Segment September 2008 - November 2010
Citicorp Investment Services June 2001 - September 2006
Prudential Securities September 1996 - May 2001
Cooper, Leibowitz and Arnelle, Hastie 1994 - 1996
Fried Frank March 1989 - June 1994
Gaston & Snow 1987 - 1989
Education
Fordham University School of Law 1984 — 1987
JD
Smith College 1979 — 1983
BA
HEATH LEVINE HEATH LEVINE's HSBC Private Bank Experience November 2010 - November 2011
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Diane Sanfilippo Diane Sanfilippo's HSBC Private Bank Experience December 1988 - April 2008
Job
Industry Aviation & Aerospace
Experience
Moog SDG January 2009 - Present
HSBC Private Bank December 1988 - April 2008
Skills
Microsoft Word, Management, Microsoft Excel, Microsoft Office, Research, Event Planning, Time Management, Leadership, Outlook, PowerPoint, Team Building, Data Entry, Customer Service
Education
D'Youville College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
Moog SDG January 2009 - Present
HSBC Private Bank December 1988 - April 2008
Skills
Microsoft Word, Management, Microsoft Excel, Microsoft Office, Research, Event Planning, Time Management, Leadership, Outlook, PowerPoint, Team Building, Data Entry, Customer Service
Education
D'Youville College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
D'Youville College
Bachelor of Science (BS), Business Administration and Management, General
Michiko Kurahashi's HSBC Private Bank Experience January 2003 - September 2010
Job Chief Marketing Officer
Industry Financial Services
Experience
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
CIT Bank October 2012 - Present
CIT Bank April 2012 - October 2012
reputations@work LLC September 2011 - September 2012
UBS September 2010 - August 2011
HSBC Private Bank January 2003 - September 2010
HSBC Private Bank January 2000 - January 2003
Republic National Bank January 1994 - December 1999
Citibank Private Bank June 1991 - January 1994
Citigroup October 1989 - May 1991
Skills
CEOs, Investor Relations, Investments, Emerging Markets, Internal Communications, Financial Services, Digital Marketing, Asset Managment, Reputation Management, Private Banking, Asset Management, Leadership, Banking, CRM, Relationship Management, Wealth Management, Alternative Investments, Management, Hedge Funds, Due Diligence, Portfolio Management, Strategy, Management Consulting, Executive Management, Securities, Program Management, Investment Banking, Marketing
Education
Cornell University
PhD, Sociology, Event History Analysis, Quantitative Survey Research
Cornell University
MA, Sociology, Social Stratification Theory
University of Michigan
BA, Sociology
Fengyi Long Fengyi Long's HSBC Private Bank Experience June 2014 - July 2014
Job Finance Senior at UNL looking for Financial Service Intern Position
Industry Financial Services
Experience
Confucius Institute January 2014 - January 2015
HSBC Private Bank June 2014 - July 2014
Shennan Branch, Bank of China June 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Photoshop, Microsoft PowerPoint, English, Mandarin, Finance, Financial Accounting, Detail-oriented, Teamwork, Chinese Culture, Microsoft Office, Statistical Data..., PowerPoint
Education
University of Nebraska-Lincoln 2013 — 2016
Bachelor of Science (BS), Finance, General with Economics and Statistics minor
Guangdong University of Foreign Studies 2010 — 2013
Bachelor of Science (BS), Finance, General
Confucius Institute January 2014 - January 2015
HSBC Private Bank June 2014 - July 2014
Shennan Branch, Bank of China June 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Access, Photoshop, Microsoft PowerPoint, English, Mandarin, Finance, Financial Accounting, Detail-oriented, Teamwork, Chinese Culture, Microsoft Office, Statistical Data..., PowerPoint
Education
University of Nebraska-Lincoln 2013 — 2016
Bachelor of Science (BS), Finance, General with Economics and Statistics minor
Guangdong University of Foreign Studies 2010 — 2013
Bachelor of Science (BS), Finance, General
David R. Cardenas David R. Cardenas's HSBC Private Bank Experience July 2007 - July 2009
Job Vice President at Citi Private Bank
Industry Banking
Experience
Citi Private Bank February 2015 - Present
The Cardenas Group, Inc. 2009 - December 2014
HSBC Private Bank July 2007 - July 2009
Skills
Private Banking, Political Science, Public Administration, Latin America, International Relations
Education
University of Miami 2008 — 2009
Master of Arts (M.A.), International Administration, 3.94 GPA
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Citi Private Bank February 2015 - Present
The Cardenas Group, Inc. 2009 - December 2014
HSBC Private Bank July 2007 - July 2009
Skills
Private Banking, Political Science, Public Administration, Latin America, International Relations
Education
University of Miami 2008 — 2009
Master of Arts (M.A.), International Administration, 3.94 GPA
Duke University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Jose Piquero, Jr. Jose Piquero, Jr.'s HSBC Private Bank Experience May 2005 - Present
Job HNW Supervisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2005 - Present
JPMorgan Chase 1997 - 2005
Fuji Bank, Ltd. 1994 - 1997
Citi 1992 - 1994
HSBC 1989 - 1992
Shearson Lehman Hutton 1988 - 1989
Credit Lyonnais 1987 - 1989
Skills
Equities, Trading, Fixed Income, Investments, Derivatives, Banking, FX Options, Financial Services, Portfolio Management, Private Banking, Risk Management, Finance, AML, Emerging Markets, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Political Science and Government, 3.6
Columbia University in the City of New York 1978 — 1980
Pre Medical Studies, 3.0
HSBC Private Bank May 2005 - Present
JPMorgan Chase 1997 - 2005
Fuji Bank, Ltd. 1994 - 1997
Citi 1992 - 1994
HSBC 1989 - 1992
Shearson Lehman Hutton 1988 - 1989
Credit Lyonnais 1987 - 1989
Skills
Equities, Trading, Fixed Income, Investments, Derivatives, Banking, FX Options, Financial Services, Portfolio Management, Private Banking, Risk Management, Finance, AML, Emerging Markets, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Political Science and Government, 3.6
Columbia University in the City of New York 1978 — 1980
Pre Medical Studies, 3.0
Andrea Pfeffer Andrea Pfeffer's HSBC Private Bank Experience March 2010 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2015 - Present
HSBC Private Bank March 2010 - Present
EFG Private Bank December 2008 - March 2010
Lloyds TSB Bank plc May 2005 - December 2008
Skills
Private Banking, Wealth Management, Asset Managment, Portfolio Management, Banking, Investments, Financial Markets, CRM, Asset Management, Equities, Relationship Management, Capital Markets
Education
Universidad de Los Andes 2000 — 2005
Industrial Engineer and Finance, COLOMBIA
Florida International University - College of Business Administration 2010 — 2011
MSF - Master of Science in Finance
Morgan Stanley March 2015 - Present
HSBC Private Bank March 2010 - Present
EFG Private Bank December 2008 - March 2010
Lloyds TSB Bank plc May 2005 - December 2008
Skills
Private Banking, Wealth Management, Asset Managment, Portfolio Management, Banking, Investments, Financial Markets, CRM, Asset Management, Equities, Relationship Management, Capital Markets
Education
Universidad de Los Andes 2000 — 2005
Industrial Engineer and Finance, COLOMBIA
Florida International University - College of Business Administration 2010 — 2011
MSF - Master of Science in Finance
Jason G.'s HSBC Private Bank Experience February 2014 - Present
Job Compliance OfficerHSBC
Industry Banking
Experience
HSBC Private Bank February 2014 - Present
Ocean Bank October 2012 - February 2014
Gibraltar Private Bank & Trust December 2010 - September 2012
DePrimo Fleites, P.A September 2008 - January 2009
Law Offices of Michael I. Libman April 2007 - December 2007
The Law Offices of Spencer G. Morgan, P.A. January 2007 - April 2007
Skills
Assist, FedLink, 4Sight, Synergy, Jack Henry, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, PowerPoint, Outlook, OFAC, USA PATRIOT Act, Bank Secrecy Act, AML, Spanish, Fraud, Due Diligence, ACH, KYC, Windows, FinCEN, Internal Audit, Banking, Financial Risk, Anti Money Laundering, Risk Management
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Global Management
Florida International University 2005 — 2010
Bachelor of Business Administration (BBA), International Business
Belen Jesuit Preparatory School 1998 — 2005
HSBC Private Bank February 2014 - Present
Ocean Bank October 2012 - February 2014
Gibraltar Private Bank & Trust December 2010 - September 2012
DePrimo Fleites, P.A September 2008 - January 2009
Law Offices of Michael I. Libman April 2007 - December 2007
The Law Offices of Spencer G. Morgan, P.A. January 2007 - April 2007
Skills
Assist, FedLink, 4Sight, Synergy, Jack Henry, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, PowerPoint, Outlook, OFAC, USA PATRIOT Act, Bank Secrecy Act, AML, Spanish, Fraud, Due Diligence, ACH, KYC, Windows, FinCEN, Internal Audit, Banking, Financial Risk, Anti Money Laundering, Risk Management
Education
Nova Southeastern University 2013 — 2015
Master of Business Administration (MBA), Global Management
Florida International University 2005 — 2010
Bachelor of Business Administration (BBA), International Business
Belen Jesuit Preparatory School 1998 — 2005
Eleonore Michel Eleonore Michel's HSBC Private Bank Experience July 2010 - September 2010
Job Senior Consultant at Oliver Wyman NYC
Industry Management Consulting
Experience
Oliver Wyman July 2015 - Present
Oliver Wyman January 2013 - July 2015
Bayer April 2012 - July 2012
3i Group plc April 2011 - August 2011
SGCIB October 2010 - March 2011
HSBC Private Bank July 2010 - September 2010
Agnes b. April 2009 - July 2009
Skills
Mergers & Acquisitions, Consulting, Private Equity, Financial Modeling, Strategy, Financial Analysis, Valuation, Corporate Finance
Education
ESCP Europe 2008 — 2012
Master's degree, International Business
Louis Le Grand 2003 — 2008
Henri IV 1999 — 2003
Oliver Wyman July 2015 - Present
Oliver Wyman January 2013 - July 2015
Bayer April 2012 - July 2012
3i Group plc April 2011 - August 2011
SGCIB October 2010 - March 2011
HSBC Private Bank July 2010 - September 2010
Agnes b. April 2009 - July 2009
Skills
Mergers & Acquisitions, Consulting, Private Equity, Financial Modeling, Strategy, Financial Analysis, Valuation, Corporate Finance
Education
ESCP Europe 2008 — 2012
Master's degree, International Business
Louis Le Grand 2003 — 2008
Henri IV 1999 — 2003
Dupuy Eric Dupuy Eric's HSBC Private Bank Experience January 2005 - Present
Job General Counsel at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank January 2005 - Present
UBS France January 1999 - February 2004
Crédit Suisse France & Monaco 1991 - December 1998
Skills
Asset Management, Banking, Credit, Finance, Negotiation, Portfolio Management, Wealth Management, Structured Products, Private Banking, Hedge Funds, Alternative Investments, Corporate Governance, Due Diligence, Equities, Financial Markets, Investments, Private Equity, Capital Markets, Derivatives, Investment Banking
Education
Institut d'Etudes Politiques de Grenoble 1981 — 1983
Diplôme de l'IEP
Faculté de droit de Grenoble 1976 — 1982
Maîtrise en droit privé
HSBC Private Bank January 2005 - Present
UBS France January 1999 - February 2004
Crédit Suisse France & Monaco 1991 - December 1998
Skills
Asset Management, Banking, Credit, Finance, Negotiation, Portfolio Management, Wealth Management, Structured Products, Private Banking, Hedge Funds, Alternative Investments, Corporate Governance, Due Diligence, Equities, Financial Markets, Investments, Private Equity, Capital Markets, Derivatives, Investment Banking
Education
Institut d'Etudes Politiques de Grenoble 1981 — 1983
Diplôme de l'IEP
Faculté de droit de Grenoble 1976 — 1982
Maîtrise en droit privé
Yves Cornaz Yves Cornaz's HSBC Private Bank Experience September 1998 - July 2001
Job Principal Corporate Development at Google
Industry Internet
Experience
Google July 2011 - Present
Google January 2010 - July 2011
Corporate Diligence Specialists January 2009 - January 2010
KPMG June 2003 - November 2008
CalPERS June 2002 - March 2003
HSBC Private Bank September 1998 - July 2001
Skills
Corporate Development, Valuation, Mergers, Accounting, US GAAP, Due Diligence, Finance, Asset Managment, Acquisitions, Negotiation, Equity Research, Financial Modeling, Financial Analysis, Equities, Mergers & Acquisitions, Hedge Funds, Private Equity, Start-ups, IPO, Corporate Finance, Alternative Investments, Venture Capital, Asset Management, Management, M&A experience, Capital Markets, Strategy, Restructuring, Acquisition Integration, Investments, Portfolio Management
Education
University of California, Davis 2001 — 2003
MBA, Finance and accounting
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1994 — 1998
BS, Finance and accounting
Google July 2011 - Present
Google January 2010 - July 2011
Corporate Diligence Specialists January 2009 - January 2010
KPMG June 2003 - November 2008
CalPERS June 2002 - March 2003
HSBC Private Bank September 1998 - July 2001
Skills
Corporate Development, Valuation, Mergers, Accounting, US GAAP, Due Diligence, Finance, Asset Managment, Acquisitions, Negotiation, Equity Research, Financial Modeling, Financial Analysis, Equities, Mergers & Acquisitions, Hedge Funds, Private Equity, Start-ups, IPO, Corporate Finance, Alternative Investments, Venture Capital, Asset Management, Management, M&A experience, Capital Markets, Strategy, Restructuring, Acquisition Integration, Investments, Portfolio Management
Education
University of California, Davis 2001 — 2003
MBA, Finance and accounting
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1994 — 1998
BS, Finance and accounting
Mukesh Chhabra Mukesh Chhabra's HSBC Private Bank Experience August 2004 - October 2004
Job Continuous Improvement Manager
Industry Information Technology and Services
Experience
GENPACT October 2013 - Present
GENPACT November 2012 - July 2013
GENPACT November 2011 - November 2012
Bank of America January 2006 - November 2011
Convergys January 2005 - January 2006
HSBC Private Bank August 2004 - October 2004
Skills
Team Management, Management, BPO, Process Improvement, Risk Management, Operations Management, Business Analysis, MIS, Service Delivery, Auditing, Capital Markets, Six Sigma, Business Process, CRM
Education
Delhi University 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration, Management and Operations
GENPACT October 2013 - Present
GENPACT November 2012 - July 2013
GENPACT November 2011 - November 2012
Bank of America January 2006 - November 2011
Convergys January 2005 - January 2006
HSBC Private Bank August 2004 - October 2004
Skills
Team Management, Management, BPO, Process Improvement, Risk Management, Operations Management, Business Analysis, MIS, Service Delivery, Auditing, Capital Markets, Six Sigma, Business Process, CRM
Education
Delhi University 1999 — 2003
Bachelor of Commerce (B.Com.), Business Administration, Management and Operations
Soumya Johar's HSBC Private Bank Experience 2003 - 2007
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2012 - Present
IESE Business School September 2010 - May 2012
Standard Chartered Bank June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - July 2010
R Systems International Ltd 2008 - 2008
HSBC Private Bank 2003 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Business Analysis, Strategy, Project Management, Management Consulting, Business Planning, Consulting, Strategic Planning, Due Diligence, Capital Markets, Mergers, Change Management, Analysis, Management, Finance, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Army Institute of Technology
Bachelor of Engineering (B.E.)
Ernst & Young October 2012 - Present
IESE Business School September 2010 - May 2012
Standard Chartered Bank June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - July 2010
R Systems International Ltd 2008 - 2008
HSBC Private Bank 2003 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Business Analysis, Strategy, Project Management, Management Consulting, Business Planning, Consulting, Strategic Planning, Due Diligence, Capital Markets, Mergers, Change Management, Analysis, Management, Finance, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Army Institute of Technology
Bachelor of Engineering (B.E.)
Gwen Masser's HSBC Private Bank Experience March 2014 - Present
Job Compliance Officer at HSBC Private Bank
Industry Law Practice
Experience
HSBC Private Bank March 2014 - Present
Miles & Stockbridge P.C. November 1989 - February 2014
Law Offices of Harry T. deMoll May 1984 - November 1989
Skills
Litigation, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Westlaw, Trials, Courts, Corporate Law, Document Review, PACER, Pleadings, Lexis, Medical Malpractice
Education
Brunswick High School
Frostburg State University
HSBC Private Bank March 2014 - Present
Miles & Stockbridge P.C. November 1989 - February 2014
Law Offices of Harry T. deMoll May 1984 - November 1989
Skills
Litigation, Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Westlaw, Trials, Courts, Corporate Law, Document Review, PACER, Pleadings, Lexis, Medical Malpractice
Education
Brunswick High School
Frostburg State University
Allison Bendeck's HSBC Private Bank Experience March 2008 - Present
Job Private Banking Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2008 - Present
Merrill Lynch May 2006 - March 2008
Skills
AML, Alternative Investments, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, KYC, Loans, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Risk Management, Securities, Series 7, Strategic Financial..., Wealth Management, Wealth Management..., Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Hedge Funds, Mortgage Lending, Real Estate, Retail Banking
Education
Florida International University 2002 — 2006
BA, Marketing
FIBA Florida International University
Certified Associate Anti-Money Laundering CA/AML
HSBC Private Bank March 2008 - Present
Merrill Lynch May 2006 - March 2008
Skills
AML, Alternative Investments, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, KYC, Loans, Mutual Funds, Portfolio Management, Private Banking, Relationship Management, Risk Management, Securities, Series 7, Strategic Financial..., Wealth Management, Wealth Management..., Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Hedge Funds, Mortgage Lending, Real Estate, Retail Banking
Education
Florida International University 2002 — 2006
BA, Marketing
FIBA Florida International University
Certified Associate Anti-Money Laundering CA/AML
Pia Pernille Sommerfeldt Oien's HSBC Private Bank Experience May 2010 - March 2011
Job Lawyer
Industry Law Practice
Experience
Orrick, Herrington & Sutcliffe LLP November 2014 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2014 - July 2014
Winston & Strawn LLP May 2012 - July 2012
HSBC Private Bank May 2010 - March 2011
Skills
International Law, Corporate Law, Corporate Governance, Legal Advice, Legal Research, Legal Writing, Commercial Litigation, Arbitration, French, Mergers & Acquisitions, Droit de la concurrence, Droit des sociétés, Recherche juridique
Education
Fordham University School of Law 2012 — 2013
Master of Laws (LL.M.), Banking Corporate Finance
2005 — 2010
Master, Droit et Pratique des Affaires Internationales
Admitted to the Paris and New York Bar
Orrick, Herrington & Sutcliffe LLP November 2014 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2014 - July 2014
Winston & Strawn LLP May 2012 - July 2012
HSBC Private Bank May 2010 - March 2011
Skills
International Law, Corporate Law, Corporate Governance, Legal Advice, Legal Research, Legal Writing, Commercial Litigation, Arbitration, French, Mergers & Acquisitions, Droit de la concurrence, Droit des sociétés, Recherche juridique
Education
Fordham University School of Law 2012 — 2013
Master of Laws (LL.M.), Banking Corporate Finance
2005 — 2010
Master, Droit et Pratique des Affaires Internationales
Admitted to the Paris and New York Bar
Phillip Hsu Phillip Hsu's HSBC Private Bank Experience April 2010 - July 2015
Job Senior Vice President, Senior Relationship Manager at City National Bank
Industry Financial Services
Experience
City National Bank July 2015 - Present
HSBC Private Bank April 2010 - July 2015
UBS Financial Services, Inc. July 1988 - March 2010
Skills
Wealth Management, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Series 7, Fixed Income, Investments, Mutual Funds, Financial Services, Asset Management, Asset Allocation, Capital Markets, Relationship Management, Securities, Investment Advisory, Private Banking, Banking, Risk Management, Trust and Estate...
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Columbia University in the City of New York 1984 — 1988
B.S., Industrial Engineering
City National Bank July 2015 - Present
HSBC Private Bank April 2010 - July 2015
UBS Financial Services, Inc. July 1988 - March 2010
Skills
Wealth Management, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Series 7, Fixed Income, Investments, Mutual Funds, Financial Services, Asset Management, Asset Allocation, Capital Markets, Relationship Management, Securities, Investment Advisory, Private Banking, Banking, Risk Management, Trust and Estate...
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Columbia University in the City of New York 1984 — 1988
B.S., Industrial Engineering
Leqin Chen Leqin Chen's HSBC Private Bank Experience July 2010 - August 2010
Job Student at Fordham University
Industry Banking
Experience
Fordham University August 2011 - Present
UBS January 2012 - May 2012
HSBC Private Bank July 2010 - August 2010
Industrial and Commercial Bank of China June 2008 - September 2008
Skills
SPSS, Matlab, Microsoft Office, Marketing, Bloomberg Terminal, Bloomberg, SAS, Economics, Eviews, R, Macroeconomics, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics
Education
Fordham University 2011 — 2012
Doctor of Philosophy (Ph.D.), Finance and Economics
Indiana University of Pennsylvania 2009 — 2011
Bachelor of Science, Business
Southwestern University of Finance and Economics 2007 — 2009
Bachelor, International Business
New York University
Mathematics
Fordham University August 2011 - Present
UBS January 2012 - May 2012
HSBC Private Bank July 2010 - August 2010
Industrial and Commercial Bank of China June 2008 - September 2008
Skills
SPSS, Matlab, Microsoft Office, Marketing, Bloomberg Terminal, Bloomberg, SAS, Economics, Eviews, R, Macroeconomics, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics
Education
Fordham University 2011 — 2012
Doctor of Philosophy (Ph.D.), Finance and Economics
Indiana University of Pennsylvania 2009 — 2011
Bachelor of Science, Business
Southwestern University of Finance and Economics 2007 — 2009
Bachelor, International Business
New York University
Mathematics
Darlaine Detroyban Darlaine Detroyban's HSBC Private Bank Experience August 2011 - Present
Job Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank August 2011 - Present
The GlobalVest Group February 2009 - September 2011
Banco Itaú June 2007 - December 2008
BankBoston International October 1993 - June 2007
BankBoston International June 1988 - September 1993
Bank Boston International January 1983 - June 1988
Education
Florida International University - College of Business 1976 — 1983
BBA, Management
HSBC Private Bank August 2011 - Present
The GlobalVest Group February 2009 - September 2011
Banco Itaú June 2007 - December 2008
BankBoston International October 1993 - June 2007
BankBoston International June 1988 - September 1993
Bank Boston International January 1983 - June 1988
Education
Florida International University - College of Business 1976 — 1983
BBA, Management
Kristin Kern Kristin Kern's HSBC Private Bank Experience March 2015 - Present
Job Relationship Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2015 - Present
HSBC Private Bank November 2012 - March 2015
Merrill Lynch May 2012 - October 2012
Lyxor Asset Management March 2011 - March 2012
UN Women August 2010 - March 2011
HSBC Private Bank June 2009 - September 2009
Skills
Investor Relations, KYC, Maximizer, Excel, PowerPoint, Sales Support, Client Interfacing, Research, Microsoft Office, Microsoft Word, Customer Service, Leadership
Education
Dartmouth College 2006 — 2010
B.A., English; Creative Writing
The University of Edinburgh 2009 — 2009
Foreign Study Program, Religion
Indian Hills High School 2002 — 2006
HS Diploma
HSBC Private Bank March 2015 - Present
HSBC Private Bank November 2012 - March 2015
Merrill Lynch May 2012 - October 2012
Lyxor Asset Management March 2011 - March 2012
UN Women August 2010 - March 2011
HSBC Private Bank June 2009 - September 2009
Skills
Investor Relations, KYC, Maximizer, Excel, PowerPoint, Sales Support, Client Interfacing, Research, Microsoft Office, Microsoft Word, Customer Service, Leadership
Education
Dartmouth College 2006 — 2010
B.A., English; Creative Writing
The University of Edinburgh 2009 — 2009
Foreign Study Program, Religion
Indian Hills High School 2002 — 2006
HS Diploma
Haitian sun's HSBC Private Bank Experience June 2012 - September 2012
Job Student at Columbia University in the City of New York
Industry
Experience
Georgia Institute of Technology January 2014 - May 2015
Georgia Institute of Technology August 2013 - May 2015
HSBC Private Bank June 2012 - September 2012
Skills
Java, Python, Matlab, C++, Assembly Language, LTSpice, VHDL, AutoCAD, MySQL, HTML, PHP
Education
Columbia University in the City of New York 2015 — 2017
Master's degree
Georgia Institute of Technology 2012 — 2015
Bachelor of Science (B.S.), Electrical and Computer Engineering
Georgia Institute of Technology January 2014 - May 2015
Georgia Institute of Technology August 2013 - May 2015
HSBC Private Bank June 2012 - September 2012
Skills
Java, Python, Matlab, C++, Assembly Language, LTSpice, VHDL, AutoCAD, MySQL, HTML, PHP
Education
Columbia University in the City of New York 2015 — 2017
Master's degree
Georgia Institute of Technology 2012 — 2015
Bachelor of Science (B.S.), Electrical and Computer Engineering
Marilyn Bustillo Marilyn Bustillo's HSBC Private Bank Experience March 2007 - August 2013
Job Series 7 License
Industry Banking
Experience
Safra National Bank of New York August 2013 - Present
HSBC Private Bank March 2007 - August 2013
Skills
Private Banking, Banking, Equities, Fixed Income, Credit, Investments, Wealth Management, Portfolio Management, Process Improvement, Retail Banking, Risk Management
Education
Florida International University - College of Business 2015 — 2017
Student - Professional MBA Program
Safra National Bank of New York August 2013 - Present
HSBC Private Bank March 2007 - August 2013
Skills
Private Banking, Banking, Equities, Fixed Income, Credit, Investments, Wealth Management, Portfolio Management, Process Improvement, Retail Banking, Risk Management
Education
Florida International University - College of Business 2015 — 2017
Student - Professional MBA Program
Gonzalo Acevedo Gonzalo Acevedo's HSBC Private Bank Experience July 2005 - August 2010
Job Managing Director at Bernstein Private Wealth Management
Industry Banking
Experience
Bernstein Private Wealth Management June 2015 - Present
City National Bank March 2012 - March 2015
SunTrust Bank August 2010 - March 2012
HSBC Private Bank July 2005 - August 2010
Bank of America August 2001 - July 2005
ABN AMRO Bank N.V. December 1998 - August 2001
Citigroup September 1995 - December 1999
Skills
Wealth Management, Investments, Private Banking, Investment Banking, Finance, Loans, Investment Management, Wealth Management..., CRM, Leadership, Management, High Net Worth..., Asset Management, Branch Banking, Contract Negotiation, Financial Analysis, Financial Services, Insurance, Series 63, Series 7
Education
Florida International University - College of Business Administration 2008 — 2010
Master of Business Administration (Executive - MBA), Business Administration
Florida International University 1988 — 1991
Bachelor of Arts, Political Science
Florida International University 1987 — 1991
Certificate of Studies (LACC), Latin America and The Caribbean
Bernstein Private Wealth Management June 2015 - Present
City National Bank March 2012 - March 2015
SunTrust Bank August 2010 - March 2012
HSBC Private Bank July 2005 - August 2010
Bank of America August 2001 - July 2005
ABN AMRO Bank N.V. December 1998 - August 2001
Citigroup September 1995 - December 1999
Skills
Wealth Management, Investments, Private Banking, Investment Banking, Finance, Loans, Investment Management, Wealth Management..., CRM, Leadership, Management, High Net Worth..., Asset Management, Branch Banking, Contract Negotiation, Financial Analysis, Financial Services, Insurance, Series 63, Series 7
Education
Florida International University - College of Business Administration 2008 — 2010
Master of Business Administration (Executive - MBA), Business Administration
Florida International University 1988 — 1991
Bachelor of Arts, Political Science
Florida International University 1987 — 1991
Certificate of Studies (LACC), Latin America and The Caribbean
Damian Bertot's HSBC Private Bank Experience January 2011 - December 2012
Job Credit Analyst at Popular Community Bank
Industry Financial Services
Experience
Popular Community Bank December 2012 - Present
HSBC Private Bank January 2011 - December 2012
HSBC Private Bank July 2007 - December 2010
Regions Financial Corporation February 2007 - July 2007
Colonial Bank May 2002 - February 2007
Skills
Credit, Banking, Commercial Lending, Management, Wealth Management, Retail Banking, Risk Management, Investments, Financial Risk, Underwriting, Customer Service, Analysis, Loans, Financial Advisory, Mortgage Lending, Payments, Private Banking, Portfolio Management, Sales Management, Small Business Lending, Training, Financial Analysis, Financial Statements, Credit Risk, Financial Services, Credit Analysis, Sales, Commercial Real Estate, Cross Selling, Branch Banking, Commercial Banking, Financial Modeling
Education
Florida International University
Bachelor's Degree, Finance
Miami Dade College
Associates, Business
Popular Community Bank December 2012 - Present
HSBC Private Bank January 2011 - December 2012
HSBC Private Bank July 2007 - December 2010
Regions Financial Corporation February 2007 - July 2007
Colonial Bank May 2002 - February 2007
Skills
Credit, Banking, Commercial Lending, Management, Wealth Management, Retail Banking, Risk Management, Investments, Financial Risk, Underwriting, Customer Service, Analysis, Loans, Financial Advisory, Mortgage Lending, Payments, Private Banking, Portfolio Management, Sales Management, Small Business Lending, Training, Financial Analysis, Financial Statements, Credit Risk, Financial Services, Credit Analysis, Sales, Commercial Real Estate, Cross Selling, Branch Banking, Commercial Banking, Financial Modeling
Education
Florida International University
Bachelor's Degree, Finance
Miami Dade College
Associates, Business
Andreina Nicolosi Andreina Nicolosi's HSBC Private Bank Experience October 2012 - July 2013
Job Compliance Officer at HSBC
Industry Banking
Experience
HSBC July 2013 - Present
HSBC Private Bank October 2012 - July 2013
Citigroup July 2011 - July 2012
The World Bank August 2009 - June 2011
Organization of American States April 2006 - April 2007
Nicolosi and Associates August 2003 - August 2005
Skills
AMLCA, International Business..., Fraud Investigations, Diplomacy, International Relations, Bilingual, Banking, OFAC, BSA, Client Relations Skills, Bank Secrecy Act, Fraud, Analysis, Internal Audit, Management, Loans, Risk Management
Education
Florida International University 2012 — 2012
AML/CA, Anti-Money Laundering Certified Associate (AML/CA)
Howard University School of Law 2008 — 2009
Master of Laws (LLM), International Law, Business Law
University of Maryland Baltimore County 2007 — 2009
Bachelor of Arts (B.A.), Political Science
Universidad Fermin Toro 2000 — 2006
Doctor of Law (J.D.), Law
HSBC July 2013 - Present
HSBC Private Bank October 2012 - July 2013
Citigroup July 2011 - July 2012
The World Bank August 2009 - June 2011
Organization of American States April 2006 - April 2007
Nicolosi and Associates August 2003 - August 2005
Skills
AMLCA, International Business..., Fraud Investigations, Diplomacy, International Relations, Bilingual, Banking, OFAC, BSA, Client Relations Skills, Bank Secrecy Act, Fraud, Analysis, Internal Audit, Management, Loans, Risk Management
Education
Florida International University 2012 — 2012
AML/CA, Anti-Money Laundering Certified Associate (AML/CA)
Howard University School of Law 2008 — 2009
Master of Laws (LLM), International Law, Business Law
University of Maryland Baltimore County 2007 — 2009
Bachelor of Arts (B.A.), Political Science
Universidad Fermin Toro 2000 — 2006
Doctor of Law (J.D.), Law
Chloe Sijie Che's HSBC Private Bank Experience December 2010 - January 2011
Job M.S. in Actuarial Science at Columbia University
Industry
Experience
Columbia University in the City of New York May 2014 - August 2014
Shinyway International March 2012 - August 2012
United Way -‐ Big Brothers Big Sisters June 2011 - August 2011
The Ohio State University January 2010 - February 2011
HSBC Private Bank December 2010 - January 2011
Hong Kong Yongli International Trade Limited May 2009 - August 2009
University at Albany October 2008 - December 2008
Bank of China May 2008 - August 2008
Skills
Accounting, Financial Analysis, Actuarial Science, Economics, Statistics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Data Analysis, English, Public Speaking, Analysis, Mandarin, SPSS, Quantitative Analytics, Finance
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Actuarial Science, 3.60
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor of Science (B.S.), Accounting & Economics, 3.90
State University of New York at Albany 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.98
Columbia University in the City of New York May 2014 - August 2014
Shinyway International March 2012 - August 2012
United Way -‐ Big Brothers Big Sisters June 2011 - August 2011
The Ohio State University January 2010 - February 2011
HSBC Private Bank December 2010 - January 2011
Hong Kong Yongli International Trade Limited May 2009 - August 2009
University at Albany October 2008 - December 2008
Bank of China May 2008 - August 2008
Skills
Accounting, Financial Analysis, Actuarial Science, Economics, Statistics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg, Data Analysis, English, Public Speaking, Analysis, Mandarin, SPSS, Quantitative Analytics, Finance
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Actuarial Science, 3.60
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor of Science (B.S.), Accounting & Economics, 3.90
State University of New York at Albany 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.98
Silvio Kauffmann Silvio Kauffmann's HSBC Private Bank Experience April 2013 - Present
Job AVP Relationship Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank April 2013 - Present
HSBC International Private Bank October 2012 - April 2013
Lloyds Bank Private Banking October 2011 - October 2012
Optima Cargo & Logistics, Inc August 2009 - June 2011
blueEnergy Group June 2007 - July 2008
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, English-Spanish, Private Banking, Wealth Management, Portuguese, Loans, Operational Risk, Credit Risk, Banking, Finance, Portfolio Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Florida International University - College of Business 2010 — 2011
Bachelor of Arts (B.A.), Finance
HSBC Private Bank April 2013 - Present
HSBC International Private Bank October 2012 - April 2013
Lloyds Bank Private Banking October 2011 - October 2012
Optima Cargo & Logistics, Inc August 2009 - June 2011
blueEnergy Group June 2007 - July 2008
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Office, English-Spanish, Private Banking, Wealth Management, Portuguese, Loans, Operational Risk, Credit Risk, Banking, Finance, Portfolio Management
Education
University of Miami - School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Florida International University - College of Business 2010 — 2011
Bachelor of Arts (B.A.), Finance
Elizabeth Yiru Xiong Elizabeth Yiru Xiong's HSBC Private Bank Experience January 2014 - January 2014
Job Student at Cornell University
Industry Financial Services
Experience
LZL Ventures LLP August 2014 - January 2015
HSBC Private Bank January 2014 - January 2014
Ping An Bank Co., Ltd. July 2012 - August 2012
Shenzhen Development Bank May 2012 - July 2012
Skills
Data Analysis, Simulations, Quantitative Research, Quantitative Analytics, Financial Analysis, Risk Management, Business Analysis, Banking, Python, Java, Matlab, R, JMP, SAS, Programming, Microsoft Office, Financial Modeling, Mathematics
Education
Cornell University 2015 — 2016
Master's Degree
New York University 2010 — 2014
Bachelor's Degree
LZL Ventures LLP August 2014 - January 2015
HSBC Private Bank January 2014 - January 2014
Ping An Bank Co., Ltd. July 2012 - August 2012
Shenzhen Development Bank May 2012 - July 2012
Skills
Data Analysis, Simulations, Quantitative Research, Quantitative Analytics, Financial Analysis, Risk Management, Business Analysis, Banking, Python, Java, Matlab, R, JMP, SAS, Programming, Microsoft Office, Financial Modeling, Mathematics
Education
Cornell University 2015 — 2016
Master's Degree
New York University 2010 — 2014
Bachelor's Degree
Veronica Nurinda's HSBC Private Bank Experience August 2014 - April 2015
Job FIU/AML
Industry Banking
Experience
Santander Bank, N.A. April 2015 - Present
HSBC Private Bank August 2014 - April 2015
Galleria Farms April 2014 - August 2014
Citi August 2013 - April 2014
ADP September 2012 - March 2013
Itau Private Banking February 2012 - May 2012
Ocean Bank February 2008 - February 2012
UPS June 2007 - October 2007
Skills
OFAC, AML, Banking, KYC, USA PATRIOT Act, Risk Management, Finance, Due Diligence, Financial Analysis, Financial Risk, Credit, Retail Banking, Spanish, Credit Risk, Payments, Anti Money Laundering, Accounting, Financial Reporting, Accruals, Accounts Payable, Oracle, SAP, Bank Secrecy Act, Analysis, Auditing, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance
Education
Florida International University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Santander Bank, N.A. April 2015 - Present
HSBC Private Bank August 2014 - April 2015
Galleria Farms April 2014 - August 2014
Citi August 2013 - April 2014
ADP September 2012 - March 2013
Itau Private Banking February 2012 - May 2012
Ocean Bank February 2008 - February 2012
UPS June 2007 - October 2007
Skills
OFAC, AML, Banking, KYC, USA PATRIOT Act, Risk Management, Finance, Due Diligence, Financial Analysis, Financial Risk, Credit, Retail Banking, Spanish, Credit Risk, Payments, Anti Money Laundering, Accounting, Financial Reporting, Accruals, Accounts Payable, Oracle, SAP, Bank Secrecy Act, Analysis, Auditing, Cash Management, Commercial Banking, Commercial Lending, Corporate Finance
Education
Florida International University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Pat Meed Pat Meed's HSBC Private Bank Experience February 2002 - February 2003
Job Getawayrus Travel
Industry Retail
Experience
Getawayrus Travel 2002 - 2014
HSBC Mortgage Services February 2003 - May 2007
HSBC Private Bank February 2002 - February 2003
Skills
Sales&Marketing, Management, Research, Organized self-starter, Mortgage Lending, Loans, FHA, Banking, Underwriting, Investments, Investment Properties, Real Estate, Mortgage Banking, Finance, Real Estate Transactions
Education
CUNY Medgar Evers College 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Excelsior High School 1984 — 1989
Business, Computer Science
Getawayrus Travel 2002 - 2014
HSBC Mortgage Services February 2003 - May 2007
HSBC Private Bank February 2002 - February 2003
Skills
Sales&Marketing, Management, Research, Organized self-starter, Mortgage Lending, Loans, FHA, Banking, Underwriting, Investments, Investment Properties, Real Estate, Mortgage Banking, Finance, Real Estate Transactions
Education
CUNY Medgar Evers College 1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.0
Excelsior High School 1984 — 1989
Business, Computer Science
Yujie DING Yujie DING's HSBC Private Bank Experience August 2015 - Present
Job Intern/fulltime financial analyst seeker
Industry Financial Services
Experience
HSBC Private Bank August 2015 - Present
China CITIC Bank International Limited May 2015 - August 2015
CITIC Securities September 2013 - August 2014
Citi July 2013 - September 2013
Orient Securities July 2012 - September 2012
Skills
Strategic Planning, Research, Analysis, Modeling, Data mining, Microsoft Excel, Leadership, Microsoft Office, Project Management, Microsoft Word
Education
Fordham University 2014 — 2016
Global Finance, Master of Science (MS)(3.9)
Shanghai University of International Business and Economy 2010 — 2014
International Business and Trade, Bachelor's degree(3.91/4.0)
Kong Jiang
Kong Jiang
Master's degree
HSBC Private Bank August 2015 - Present
China CITIC Bank International Limited May 2015 - August 2015
CITIC Securities September 2013 - August 2014
Citi July 2013 - September 2013
Orient Securities July 2012 - September 2012
Skills
Strategic Planning, Research, Analysis, Modeling, Data mining, Microsoft Excel, Leadership, Microsoft Office, Project Management, Microsoft Word
Education
Fordham University 2014 — 2016
Global Finance, Master of Science (MS)(3.9)
Shanghai University of International Business and Economy 2010 — 2014
International Business and Trade, Bachelor's degree(3.91/4.0)
Kong Jiang
Kong Jiang
Master's degree
Nikisa Green Nikisa Green's HSBC Private Bank Experience April 2004 - May 2012
Job Essential Services
Industry Telecommunications
Experience
Capital One May 2004 - Present
HSBC Private Bank April 2004 - May 2012
Skills
Marketing, Selling, Sales, Leadership, Team Building, Entrepreneurship, Small Business, Social Networking, Customer Service, Social Media Marketing, Management, Coaching, Training, Online Marketing, Customer Satisfaction, Sales Management, Public Speaking, Team Leadership, Event Planning, Time Management, Social Media, Microsoft Office, Online Advertising, Direct Sales, Microsoft Excel, Retail, Recruiting, Public Relations
Education
DeVry University-Illinois
Capital One May 2004 - Present
HSBC Private Bank April 2004 - May 2012
Skills
Marketing, Selling, Sales, Leadership, Team Building, Entrepreneurship, Small Business, Social Networking, Customer Service, Social Media Marketing, Management, Coaching, Training, Online Marketing, Customer Satisfaction, Sales Management, Public Speaking, Team Leadership, Event Planning, Time Management, Social Media, Microsoft Office, Online Advertising, Direct Sales, Microsoft Excel, Retail, Recruiting, Public Relations
Education
DeVry University-Illinois
Francisco Oliva-Velez's HSBC Private Bank Experience October 2008 - July 2012
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2012 - Present
HSBC Private Bank October 2008 - July 2012
Le Figaro February 2007 - July 2007
SEISA July 2006 - August 2006
Skills
Banking, Investments, Investment Banking, Investors, Private Banking, Private Wealth..., Wealth Management, Equities, Hedge Funds, Alternative Investments, Credit, Trust, Trust Services, Wealth Management..., Emerging Markets, Structured Products, Asset Management, Portfolio Management, Fixed Income, Capital Markets
Education
University of Bath 2004 — 2008
BS, International Management & French
EDHEC Business School 2006 — 2007
EDHEC Grande Ecole, Business
J.P. Morgan July 2012 - Present
HSBC Private Bank October 2008 - July 2012
Le Figaro February 2007 - July 2007
SEISA July 2006 - August 2006
Skills
Banking, Investments, Investment Banking, Investors, Private Banking, Private Wealth..., Wealth Management, Equities, Hedge Funds, Alternative Investments, Credit, Trust, Trust Services, Wealth Management..., Emerging Markets, Structured Products, Asset Management, Portfolio Management, Fixed Income, Capital Markets
Education
University of Bath 2004 — 2008
BS, International Management & French
EDHEC Business School 2006 — 2007
EDHEC Grande Ecole, Business
Cheryl Saunders, CIM Cheryl Saunders, CIM's HSBC Private Bank Experience September 2006 - November 2008
Job CEO, Savvy With Money
Industry Financial Services
Experience
Savvy With Money 2010 - Present
HSBC Private Bank September 2006 - November 2008
TD Bank Group February 1994 - August 2006
The Canada Trust Company October 1990 - January 1994
Skills
Wealth Management, Wealth, Planning, Portfolio Management, Customer Relations, English, Estate Planning, Estate Administration, Financial Analysis, Budgeting, Coaching, Excel, Event Planning, Insurance, Team Leadership, Lotus Notes, Microsoft Office, Mentoring, Negotiation, New Business Development, Organizing, PowerPoint, Research, Risk Management, Customer Service, Social Media, Problem Solving, Teaching, Tax, Word, Writing, Youth Development, Microsoft Word, Education, Financial Literacy..., Public Speaking, Trusts, Project Planning
Education
Durham College 2010 — 2010
York University 1985 — 1989
Bachelor’s Degree, Math for Commerce
Savvy With Money 2010 - Present
HSBC Private Bank September 2006 - November 2008
TD Bank Group February 1994 - August 2006
The Canada Trust Company October 1990 - January 1994
Skills
Wealth Management, Wealth, Planning, Portfolio Management, Customer Relations, English, Estate Planning, Estate Administration, Financial Analysis, Budgeting, Coaching, Excel, Event Planning, Insurance, Team Leadership, Lotus Notes, Microsoft Office, Mentoring, Negotiation, New Business Development, Organizing, PowerPoint, Research, Risk Management, Customer Service, Social Media, Problem Solving, Teaching, Tax, Word, Writing, Youth Development, Microsoft Word, Education, Financial Literacy..., Public Speaking, Trusts, Project Planning
Education
Durham College 2010 — 2010
York University 1985 — 1989
Bachelor’s Degree, Math for Commerce
Mohamed-Wissam Saidene Mohamed-Wissam Saidene's HSBC Private Bank Experience June 2013 - Present
Job Business Risk & Control Manager (HSBC BANK; HBME) || Senior Partner (SunGy Algeria)
Industry Banking
Experience
SunGy Algeria August 2015 - Present
HSBC Private Bank June 2013 - Present
HSBC March 2011 - Present
HSBC BANK March 2011 - June 2013
HSBC BANK January 2010 - March 2011
Skills
IT Strategy, Vendor Management, Service Delivery, Performance Management, Customer Satisfaction, IT Operations, Programme Delivery, Technology Selection, Service Implementation, Engineering Support, Customer Education, Online Help Development, User Assistance, Template Design, Modeling Languages, Software Engineering, Engineering, Merise, UML, Problem Solving, Risk Assessment, Internal Controls, Testing, Control Testing, Business Analysis, Risk Management, Gestion de projet, Gestion des risques, Gestion des vendeurs, Business Strategy, Microsoft Office, Analyste commercial, Finance, Management, Négociations, Planification de projets, Banque, Gestion d'équipe, Leadership, Télécommunications, Change Management, Audit, Service client
Education
2004 — 2009
Computer Science State Engineer, Information System
Ecole Supérieure d'Informatique (ESI 2004 — 2009
2009, Computer Science State Engineer Option Information System
SunGy Algeria August 2015 - Present
HSBC Private Bank June 2013 - Present
HSBC March 2011 - Present
HSBC BANK March 2011 - June 2013
HSBC BANK January 2010 - March 2011
Skills
IT Strategy, Vendor Management, Service Delivery, Performance Management, Customer Satisfaction, IT Operations, Programme Delivery, Technology Selection, Service Implementation, Engineering Support, Customer Education, Online Help Development, User Assistance, Template Design, Modeling Languages, Software Engineering, Engineering, Merise, UML, Problem Solving, Risk Assessment, Internal Controls, Testing, Control Testing, Business Analysis, Risk Management, Gestion de projet, Gestion des risques, Gestion des vendeurs, Business Strategy, Microsoft Office, Analyste commercial, Finance, Management, Négociations, Planification de projets, Banque, Gestion d'équipe, Leadership, Télécommunications, Change Management, Audit, Service client
Education
2004 — 2009
Computer Science State Engineer, Information System
Ecole Supérieure d'Informatique (ESI 2004 — 2009
2009, Computer Science State Engineer Option Information System
Sandra Duncan's HSBC Private Bank Experience October 2004 - October 2005
Job Creative Marketing Communications Professional
Industry Marketing and Advertising
Experience
Large Financial Services Company April 2015 - Present
Contract/Freelance August 2007 - May 2015
Jones Lang LaSalle January 2015 - February 2015
Nestlé Design Group June 2014 - July 2014
Kaiser Permanente May 2011 - October 2013
AIG/Chartis September 2009 - March 2010
Michael C. Fina April 2008 - October 2008
Deloitte October 2006 - March 2008
Alpine Woods Capital Investors December 2005 - April 2006
HSBC Private Bank October 2004 - October 2005
Skills
Marketing Communications, Graphic Design, PowerPoint, Adobe Acrobat, Photoshop, Presentation Development, Presentation Design, InDesign, Illustrator, Online Content, Creative Thinking, Strategic Thinking, Creative Concept Design, Creative Solutions, Visual Communication, Process Efficiency, Law of Attraction, Creative Writing, Digital Marketing, Website Development, Trade Show Production, Trade Show Graphics, Trade Show Exhibitor, Trade Show Strategy, Trade Show Presentations, Corporate Events, Coordinating Events, Corporate swag, Resume Writing, Marketing, Creative Direction, Advertising, Email Marketing, User Experience, Art Direction, Corporate Branding, Brochures
Education
New York University 2006 — 2010
School of Continuing and Professional Studies (SCPS)
Marist College 1997 — 1999
B.A., Communications/Advertising; Minor: Studio Art; graduated Cum Laude
Dutchess Community College 1988 — 1990
A.A., Liberal Arts/Humanities
Large Financial Services Company April 2015 - Present
Contract/Freelance August 2007 - May 2015
Jones Lang LaSalle January 2015 - February 2015
Nestlé Design Group June 2014 - July 2014
Kaiser Permanente May 2011 - October 2013
AIG/Chartis September 2009 - March 2010
Michael C. Fina April 2008 - October 2008
Deloitte October 2006 - March 2008
Alpine Woods Capital Investors December 2005 - April 2006
HSBC Private Bank October 2004 - October 2005
Skills
Marketing Communications, Graphic Design, PowerPoint, Adobe Acrobat, Photoshop, Presentation Development, Presentation Design, InDesign, Illustrator, Online Content, Creative Thinking, Strategic Thinking, Creative Concept Design, Creative Solutions, Visual Communication, Process Efficiency, Law of Attraction, Creative Writing, Digital Marketing, Website Development, Trade Show Production, Trade Show Graphics, Trade Show Exhibitor, Trade Show Strategy, Trade Show Presentations, Corporate Events, Coordinating Events, Corporate swag, Resume Writing, Marketing, Creative Direction, Advertising, Email Marketing, User Experience, Art Direction, Corporate Branding, Brochures
Education
New York University 2006 — 2010
School of Continuing and Professional Studies (SCPS)
Marist College 1997 — 1999
B.A., Communications/Advertising; Minor: Studio Art; graduated Cum Laude
Dutchess Community College 1988 — 1990
A.A., Liberal Arts/Humanities
Jonathan Loo's HSBC Private Bank Experience July 2009 - August 2009
Job Content Strategist
Industry Marketing and Advertising
Experience
DIRECTV October 2014 - Present
Plus Factory February 2013 - September 2014
KENTON magazine June 2011 - September 2012
Paragon-West Developers Ltd. May 2010 - August 2010
HSBC Private Bank July 2009 - August 2009
Hudson's Bay Company October 2005 - August 2007
Skills
Blogging, Editorial, Social Media, Public Relations, Fashion, Social Media Marketing, WordPress, Creative Writing, Microsoft Office, Customer Service, Journalism, Digital Media, Copy Editing, Photoshop, Dreamweaver, Basecamp, Project Management, Client Development, Adobe Professional, Unfuddle, Flash Animation
Education
New York University 2012 — 2014
Master of Science (M.S.), Technology Management
Embry Riddle Aeronautical University-Prescott 2009 — 2011
Bachelor of Science (B.Sc.), Finance & Management
DIRECTV October 2014 - Present
Plus Factory February 2013 - September 2014
KENTON magazine June 2011 - September 2012
Paragon-West Developers Ltd. May 2010 - August 2010
HSBC Private Bank July 2009 - August 2009
Hudson's Bay Company October 2005 - August 2007
Skills
Blogging, Editorial, Social Media, Public Relations, Fashion, Social Media Marketing, WordPress, Creative Writing, Microsoft Office, Customer Service, Journalism, Digital Media, Copy Editing, Photoshop, Dreamweaver, Basecamp, Project Management, Client Development, Adobe Professional, Unfuddle, Flash Animation
Education
New York University 2012 — 2014
Master of Science (M.S.), Technology Management
Embry Riddle Aeronautical University-Prescott 2009 — 2011
Bachelor of Science (B.Sc.), Finance & Management
Lisa Gomis Lisa Gomis's HSBC Private Bank Experience June 2007 - August 2007
Job Senior Project Manager
Industry Banking
Experience
BNP Paribas November 2013 - Present
BNP Paribas August 2010 - September 2013
ALTEN July 2009 - July 2010
BNP Paribas August 2008 - 2009
BNP Paribas January 2008 - July 2008
HSBC Private Bank June 2007 - August 2007
Skills
AMF, CFD, Bonds, Trading, Swaps, Prime Brokerage, Investment Banking, Equity Derivatives, Microsoft Project, Microsoft Visio, Microsoft Excel, Microsoft Word, Microsoft Power Point, Murex, Bloomberg, Reuters, SQL, Portfolio Swap, Exchange Connectivity, Direct Market Access, Compliance, Dodd-Frank, FSA, VWAP, Contract For Difference, Securities Lending, Capital Markets, Derivatives, Visio, Securities, Portfolio Management, Equity Trading, Equities, Financial Markets, Business Analysis, Finance, Analysis, Trading Systems
Education
Institut national des Télécommunications 2005 — 2008
Master's degree, Finance and financial Information Systems, A+ annual average grade
Preparatory classes to engineering school competitions 2003 — 2005
Bachelor equivalent, Mathematics, Physics
BNP Paribas November 2013 - Present
BNP Paribas August 2010 - September 2013
ALTEN July 2009 - July 2010
BNP Paribas August 2008 - 2009
BNP Paribas January 2008 - July 2008
HSBC Private Bank June 2007 - August 2007
Skills
AMF, CFD, Bonds, Trading, Swaps, Prime Brokerage, Investment Banking, Equity Derivatives, Microsoft Project, Microsoft Visio, Microsoft Excel, Microsoft Word, Microsoft Power Point, Murex, Bloomberg, Reuters, SQL, Portfolio Swap, Exchange Connectivity, Direct Market Access, Compliance, Dodd-Frank, FSA, VWAP, Contract For Difference, Securities Lending, Capital Markets, Derivatives, Visio, Securities, Portfolio Management, Equity Trading, Equities, Financial Markets, Business Analysis, Finance, Analysis, Trading Systems
Education
Institut national des Télécommunications 2005 — 2008
Master's degree, Finance and financial Information Systems, A+ annual average grade
Preparatory classes to engineering school competitions 2003 — 2005
Bachelor equivalent, Mathematics, Physics
Rochelle Forster, CFP, CDFA, MBA Rochelle Forster, CFP, CDFA, MBA's HSBC Private Bank Experience 2006 - 2008
Job R.I.C.H. Planning Group LLC; AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC September 2009 - Present
HSBC Private Bank 2006 - 2008
HSBC Securities 2004 - 2006
Education
Pace University - Lubin School of Business 1981 — 1987
MBA, Finance & International Business
Hobart and William Smith Colleges 1976 — 1980
BA, Modern Languages
AXA Advisors, LLC September 2009 - Present
HSBC Private Bank 2006 - 2008
HSBC Securities 2004 - 2006
Education
Pace University - Lubin School of Business 1981 — 1987
MBA, Finance & International Business
Hobart and William Smith Colleges 1976 — 1980
BA, Modern Languages
Travis Skelly's HSBC Private Bank Experience August 2007 - June 2010
Job Director of Investments at FinTech Collective, Inc.
Industry Venture Capital & Private Equity
Experience
FinTech Collective, Inc. January 2014 - Present
Nomura June 2012 - November 2013
Embarkly October 2011 - July 2012
Spindletop Capital August 2011 - May 2012
Nomura June 2011 - August 2011
HSBC Private Bank August 2007 - June 2010
Accenture August 2004 - August 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA
Georgetown University 2000 — 2004
BBA
Lake Forest High School 1996 — 2000
FinTech Collective, Inc. January 2014 - Present
Nomura June 2012 - November 2013
Embarkly October 2011 - July 2012
Spindletop Capital August 2011 - May 2012
Nomura June 2011 - August 2011
HSBC Private Bank August 2007 - June 2010
Accenture August 2004 - August 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA
Georgetown University 2000 — 2004
BBA
Lake Forest High School 1996 — 2000
Mark Pannes's HSBC Private Bank Experience October 2007 - March 2011
Job CEO at Stadio della Roma
Industry International Trade and Development
Experience
Stadio della Roma June 2014 - Present
Raptor Sports Properties, LLC January 2012 - Present
Soccer S.a.S. and Brand Management, s.r.l. November 2013 - September 2014
AS Roma February 2013 - August 2014
RaptorAccelerator March 2011 - June 2014
AS Roma December 2011 - February 2013
HSBC Private Bank October 2007 - March 2011
HSBC Private Bank, London March 2006 - March 2011
Paris Basketball Holdings June 2004 - January 2006
Skilo Brand June 2000 - May 2004
Skills
Sports, Risk Management, Media & Entertainment, Organizational..., Change Management, Performance Management
Education
Fordham University School of Law 1993 — 1996
JD
The University of Texas at Austin 1986 — 1991
Stadio della Roma June 2014 - Present
Raptor Sports Properties, LLC January 2012 - Present
Soccer S.a.S. and Brand Management, s.r.l. November 2013 - September 2014
AS Roma February 2013 - August 2014
RaptorAccelerator March 2011 - June 2014
AS Roma December 2011 - February 2013
HSBC Private Bank October 2007 - March 2011
HSBC Private Bank, London March 2006 - March 2011
Paris Basketball Holdings June 2004 - January 2006
Skilo Brand June 2000 - May 2004
Skills
Sports, Risk Management, Media & Entertainment, Organizational..., Change Management, Performance Management
Education
Fordham University School of Law 1993 — 1996
JD
The University of Texas at Austin 1986 — 1991
Ivan Arguello Ivan Arguello's HSBC Private Bank Experience July 2013 - December 2013
Job KYC Specalist at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan September 2014 - Present
Sabadell United Bank December 2013 - September 2014
HSBC Private Bank July 2013 - December 2013
The Continental Group August 2010 - June 2013
Skills
Property Management, Office Management, Real Estate, Administrative..., Leases, Outlook, Notary Public, Data Entry, Office Administration, Customer Service, Lease Administration, File Management, Event Planning, Microsoft Office, Microsoft Excel, Administrative..., KYC, Sales
Education
Florida International University 2005 — 2010
Bachelor of Arts, Political Science
Universidad Autónoma de Madrid 2008 — 2009
Political Science
Miami Killian 2001 — 2005
J.P. Morgan September 2014 - Present
Sabadell United Bank December 2013 - September 2014
HSBC Private Bank July 2013 - December 2013
The Continental Group August 2010 - June 2013
Skills
Property Management, Office Management, Real Estate, Administrative..., Leases, Outlook, Notary Public, Data Entry, Office Administration, Customer Service, Lease Administration, File Management, Event Planning, Microsoft Office, Microsoft Excel, Administrative..., KYC, Sales
Education
Florida International University 2005 — 2010
Bachelor of Arts, Political Science
Universidad Autónoma de Madrid 2008 — 2009
Political Science
Miami Killian 2001 — 2005
Diana Lynn Marbella-Zelada Diana Lynn Marbella-Zelada's HSBC Private Bank Experience 1982 - 2008
Job Accomplioshed, successful, energetic manager in operations, compliance, internal audit, business information risk.
Industry Banking
Brendan Whyte Brendan Whyte's HSBC Private Bank Experience May 2004 - August 2005
Job Associate Principal at Financial Industry Regulatory Authority
Industry Banking
Experience
Financial Industry Regulatory Authority December 2013 - Present
Light Green Advisors May 2013 - December 2013
Fordham University Graduate School of Business April 2011 - May 2013
Convergent Energy + Power November 2012 - March 2013
Mission Markets November 2011 - April 2012
HSBC November 2007 - January 2011
HSBC July 2006 - November 2007
HSBC Private Bank May 2004 - August 2005
Skills
Sustainability, Project Planning, Digital Photography, Financial Analysis, Valuation, Competitive Analysis, Investments, Finance, Financial Modeling, Analysis, Energy, Strategy, Market Research, Capital Markets, Asset Management, Data Analysis, Microsoft Office, Portfolio Management, Securities, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, Global Business, and Sustainability, 3.95 GPA
American College Dublin
Finance, Psychology
Mary Washington College
Business Administration and Management, General
Financial Industry Regulatory Authority December 2013 - Present
Light Green Advisors May 2013 - December 2013
Fordham University Graduate School of Business April 2011 - May 2013
Convergent Energy + Power November 2012 - March 2013
Mission Markets November 2011 - April 2012
HSBC November 2007 - January 2011
HSBC July 2006 - November 2007
HSBC Private Bank May 2004 - August 2005
Skills
Sustainability, Project Planning, Digital Photography, Financial Analysis, Valuation, Competitive Analysis, Investments, Finance, Financial Modeling, Analysis, Energy, Strategy, Market Research, Capital Markets, Asset Management, Data Analysis, Microsoft Office, Portfolio Management, Securities, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance, Global Business, and Sustainability, 3.95 GPA
American College Dublin
Finance, Psychology
Mary Washington College
Business Administration and Management, General
Rohan Verma Rohan Verma's HSBC Private Bank Experience June 2014 - August 2014
Job Equity Research Summer Analyst at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC June 2015 - August 2015
Georgia Tech Student Foundation Investments Committee August 2013 - May 2015
HSBC Private Bank June 2014 - August 2014
Georgia Tech Interfraternity Council January 2013 - December 2013
SunTrust Robinson Humphrey May 2013 - July 2013
Georgia Tech Student Foundation Investments Committee January 2013 - April 2013
Advocate Consulting, LLC May 2012 - August 2012
Georgia Youth Soccer Association 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Leadership, Research, PowerPoint, Teamwork, Python, Equity Valuation, Investment Management, Asset Allocation, Data Modeling, Equities, Fundamental Analysis, Bloomberg, Investment Advisory, Databases, SQL, S&P Capital IQ, Simio, Macroeconomics, Bloomberg Terminal, Equity Research
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science, Industrial Engineering - Economic and Financial Systems
Alpharetta High School 2007 — 2011
College Preparatory, 4.0
Imperial Capital, LLC June 2015 - August 2015
Georgia Tech Student Foundation Investments Committee August 2013 - May 2015
HSBC Private Bank June 2014 - August 2014
Georgia Tech Interfraternity Council January 2013 - December 2013
SunTrust Robinson Humphrey May 2013 - July 2013
Georgia Tech Student Foundation Investments Committee January 2013 - April 2013
Advocate Consulting, LLC May 2012 - August 2012
Georgia Youth Soccer Association 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Leadership, Research, PowerPoint, Teamwork, Python, Equity Valuation, Investment Management, Asset Allocation, Data Modeling, Equities, Fundamental Analysis, Bloomberg, Investment Advisory, Databases, SQL, S&P Capital IQ, Simio, Macroeconomics, Bloomberg Terminal, Equity Research
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science, Industrial Engineering - Economic and Financial Systems
Alpharetta High School 2007 — 2011
College Preparatory, 4.0
Marcelo Mello's HSBC Private Bank Experience 2008 - 2009
Job MBA Candidate, Class of 2017 at Duke University, The Fuqua School of Business
Industry Investment Banking
Experience
Fuqua School of Business June 2015 - Present
Deutsche Bank 2013 - 2015
Pinheiro Neto Advogados 2010 - 2013
Deutsche Bank 2009 - 2010
HSBC Private Bank 2008 - 2009
Skills
Investment Banking, Capital Markets, Structured Finance, Corporate Law, Private Equity, Loans, M&A execution, Derivatives, Banking, EMIR, Financial Regulation, Due Diligence, Corporate Governance, Financial Markets
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Pontifícia Universidade Católica de São Paulo 2007 — 2011
Law (J.D.), Banking Law and Regulation
Fuqua School of Business June 2015 - Present
Deutsche Bank 2013 - 2015
Pinheiro Neto Advogados 2010 - 2013
Deutsche Bank 2009 - 2010
HSBC Private Bank 2008 - 2009
Skills
Investment Banking, Capital Markets, Structured Finance, Corporate Law, Private Equity, Loans, M&A execution, Derivatives, Banking, EMIR, Financial Regulation, Due Diligence, Corporate Governance, Financial Markets
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA), Finance
Pontifícia Universidade Católica de São Paulo 2007 — 2011
Law (J.D.), Banking Law and Regulation
Kei Chong, CFA's HSBC Private Bank Experience 2011 - 2013
Job Investment Advisor to High Net Worth Individuals
Industry Investment Management
Experience
HSBC Private Bank 2011 - 2013
JPMorgan Private Bank 2000 - 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investments, Private Clients, Equities, Fixed Income, ETFs, Finance, Mutual Funds, Investment Advisory, Private Equity, Wealth Management..., Relationship Management, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2008 — 2010
EMBA, Business Management
Cornell University 1997 — 2000
BS, Applied Economics and Business Mgt
Pui Ching Middle School
HSBC Private Bank 2011 - 2013
JPMorgan Private Bank 2000 - 2011
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Investments, Private Clients, Equities, Fixed Income, ETFs, Finance, Mutual Funds, Investment Advisory, Private Equity, Wealth Management..., Relationship Management, Financial Modeling, Asset Management
Education
Columbia University - Columbia Business School 2008 — 2010
EMBA, Business Management
Cornell University 1997 — 2000
BS, Applied Economics and Business Mgt
Pui Ching Middle School
Sandrine Rol, CFA's HSBC Private Bank Experience September 2003 - May 2007
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
Puneet Wishwas's HSBC Private Bank Experience June 2013 - Present
Job Java/J2EE professional in NYC/NJ region
Industry Information Technology and Services
Experience
HSBC Private Bank June 2013 - Present
Citigroup June 2007 - May 2013
Tata Consultancy Services September 2004 - May 2013
Skills
Java Enterprise Edition, Requirements Gathering, Requirements Analysis, Business Analysis, Oracle, WebSphere Application..., Unix Shell Scripting, PL/SQL, SDLC, Core Java, Software Project..., Management, DB2, SQL, Hibernate, Spring, JSP, Databases, Eclipse, Software Development, JavaScript, Websphere, Integration, JMS, EJB, JDBC, Database Design, Design Patterns, AJAX, Enterprise Architecture, Linux, Business Requirements, Servlets, User Acceptance Testing, XML, Weblogic, Java, UML, Web Services, J2EE Application..., Unix, Struts, Spring Framework
Education
Indian Institute of Foreign Trade 2009 — 2011
EPGDIB0911, International Business
Devi Ahilya Vishwavidyalaya 2000 — 2004
Bachelor of Engineering (B.E.), Mechanical Engineering
Bishop Conrad sr. sec. school 1985 — 2000
HSBC Private Bank June 2013 - Present
Citigroup June 2007 - May 2013
Tata Consultancy Services September 2004 - May 2013
Skills
Java Enterprise Edition, Requirements Gathering, Requirements Analysis, Business Analysis, Oracle, WebSphere Application..., Unix Shell Scripting, PL/SQL, SDLC, Core Java, Software Project..., Management, DB2, SQL, Hibernate, Spring, JSP, Databases, Eclipse, Software Development, JavaScript, Websphere, Integration, JMS, EJB, JDBC, Database Design, Design Patterns, AJAX, Enterprise Architecture, Linux, Business Requirements, Servlets, User Acceptance Testing, XML, Weblogic, Java, UML, Web Services, J2EE Application..., Unix, Struts, Spring Framework
Education
Indian Institute of Foreign Trade 2009 — 2011
EPGDIB0911, International Business
Devi Ahilya Vishwavidyalaya 2000 — 2004
Bachelor of Engineering (B.E.), Mechanical Engineering
Bishop Conrad sr. sec. school 1985 — 2000
Robert Bing's HSBC Private Bank Experience January 2008 - Present
Job Senior Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank January 2008 - Present
Deloitte Financial Advisory Services LLP 2002 - 2008
Education
Felician College 2008 — 2010
Masters of Business Administration
New Jersey City University 1997 — 2002
HSBC Private Bank January 2008 - Present
Deloitte Financial Advisory Services LLP 2002 - 2008
Education
Felician College 2008 — 2010
Masters of Business Administration
New Jersey City University 1997 — 2002
Lee Delaporte's HSBC Private Bank Experience August 2010 - Present
Job Senior Portfolio Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank August 2010 - Present
Dreman Value Management January 2004 - May 2009
Citigroup Asset Management August 1991 - June 2003
Citigroup 1998 - 2003
EF Hutton 1983 - 1989
Skills
experience in dividend..., Portfolio Management, Equities, Investments, Valuation, Asset Managment, Investment Banking, Mutual Funds, Asset Management, Investment Strategies, Finance, Analysis, Financial Services, Commodity, Wealth Management, Bonds, Fixed Income, Alternative Investments, Investment Management
Education
Denison University 1975 — 1979
Newark Academy
HSBC Private Bank August 2010 - Present
Dreman Value Management January 2004 - May 2009
Citigroup Asset Management August 1991 - June 2003
Citigroup 1998 - 2003
EF Hutton 1983 - 1989
Skills
experience in dividend..., Portfolio Management, Equities, Investments, Valuation, Asset Managment, Investment Banking, Mutual Funds, Asset Management, Investment Strategies, Finance, Analysis, Financial Services, Commodity, Wealth Management, Bonds, Fixed Income, Alternative Investments, Investment Management
Education
Denison University 1975 — 1979
Newark Academy
Cotrel, Emmanuel's HSBC Private Bank Experience May 2003 - November 2003
Job CEO at BlueNRGY, LLC
Industry Renewables & Environment
Experience
BlueNRGY, LLC November 2012 - Present
L14 Capital Partners November 2009 - Present
SeaMobile MTN Satellite Communications June 2005 - May 2008
HSBC Private Bank May 2003 - November 2003
Societe Generale January 2002 - April 2002
PSA Peugeot Citroën June 2001 - September 2001
Education
INSEEC 2000 — 2004
MSc
BlueNRGY, LLC November 2012 - Present
L14 Capital Partners November 2009 - Present
SeaMobile MTN Satellite Communications June 2005 - May 2008
HSBC Private Bank May 2003 - November 2003
Societe Generale January 2002 - April 2002
PSA Peugeot Citroën June 2001 - September 2001
Education
INSEEC 2000 — 2004
MSc
Federico Gitron's HSBC Private Bank Experience January 2010 - Present
Job Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2010 - Present
Espirito Santo Bank October 2007 - January 2010
Bear Stearns January 2005 - June 2005
Education
Florida International University - College of Business 2006 — 2007
MBA, Finance
University of California, Berkeley 2004 — 2004
Universidad Nacional de Rosario
HSBC Private Bank January 2010 - Present
Espirito Santo Bank October 2007 - January 2010
Bear Stearns January 2005 - June 2005
Education
Florida International University - College of Business 2006 — 2007
MBA, Finance
University of California, Berkeley 2004 — 2004
Universidad Nacional de Rosario
Kundan Jobanputra's HSBC Private Bank Experience 2002 - 2008
Job National Bank Examiner/Large Bank Supervision at US Department of the Treasury
Industry Financial Services
Experience
US Department of the Treasury/Office of the Comptroller of the Currency June 2011 - Present
BNY Mellon 2008 - March 2011
HSBC Private Bank 2002 - 2008
JP Morgan Chase 1997 - 2002
Education
Gujarat University 1967 — 1971
US Department of the Treasury/Office of the Comptroller of the Currency June 2011 - Present
BNY Mellon 2008 - March 2011
HSBC Private Bank 2002 - 2008
JP Morgan Chase 1997 - 2002
Education
Gujarat University 1967 — 1971
Christian Zimmermann's HSBC Private Bank Experience June 2003 - March 2009
Job Executive Administrative Assistant
Industry Executive Office
Experience
Hamilton Lane April 2013 - Present
Morgan Stanley Smith Barney June 2010 - January 2013
Robinson Lerer & Montgomery February 2010 - May 2010
HSBC Private Bank June 2003 - March 2009
JPMorgan Chase December 1995 - May 2003
The Chase Manhattan Bank 1995 - 1998
American Ballet Theatre 1977 - 1979
Skills
Excellent..., Heavy calendar..., Philanthropic..., Hability to work under..., Highest confidentiality..., Investments, Management, Series 63, CRM, Bloomberg, Photoshop, Series 7, Marketing Strategy, Recruiting, Access, Equity Research, Strategy, Spanish, Microsoft Office, High Net Worth..., Investment Banking, Wealth Management, Microsoft Excel, Private Banking, Strategic Planning, Banking
Education
Fashion Institute of Technology 2009 — 2010
Liberal Arts & Interior Design, Interior Design
New York University 1993 — 1996
Certificate in Translation & Interpretation, Translation & Interpretation, Spanish, French, Italian
Hamilton Lane April 2013 - Present
Morgan Stanley Smith Barney June 2010 - January 2013
Robinson Lerer & Montgomery February 2010 - May 2010
HSBC Private Bank June 2003 - March 2009
JPMorgan Chase December 1995 - May 2003
The Chase Manhattan Bank 1995 - 1998
American Ballet Theatre 1977 - 1979
Skills
Excellent..., Heavy calendar..., Philanthropic..., Hability to work under..., Highest confidentiality..., Investments, Management, Series 63, CRM, Bloomberg, Photoshop, Series 7, Marketing Strategy, Recruiting, Access, Equity Research, Strategy, Spanish, Microsoft Office, High Net Worth..., Investment Banking, Wealth Management, Microsoft Excel, Private Banking, Strategic Planning, Banking
Education
Fashion Institute of Technology 2009 — 2010
Liberal Arts & Interior Design, Interior Design
New York University 1993 — 1996
Certificate in Translation & Interpretation, Translation & Interpretation, Spanish, French, Italian
Jay Buozzi's HSBC Private Bank Experience August 2004 - August 2010
Job Edmond de Rothschild (Private banking)
Industry Banking
Experience
Banque Privée Edmond de Rothschild August 2010 - Present
HSBC Private Bank August 2004 - August 2010
RBC 2000 - 2002
Scotiabank 1998 - 2000
Skills
Strategic Financial..., French, Private Banking, Wealth Management, Banking, Portfolio Management, Commercial Banking, Relationship Management, Credit, Equities, Mutual Funds, Wealth Management..., Hedge Funds
Education
Concordia University
BA, Major in Economics, Minor in Business Studies
Banque Privée Edmond de Rothschild August 2010 - Present
HSBC Private Bank August 2004 - August 2010
RBC 2000 - 2002
Scotiabank 1998 - 2000
Skills
Strategic Financial..., French, Private Banking, Wealth Management, Banking, Portfolio Management, Commercial Banking, Relationship Management, Credit, Equities, Mutual Funds, Wealth Management..., Hedge Funds
Education
Concordia University
BA, Major in Economics, Minor in Business Studies
Sharon Foley's HSBC Private Bank Experience 2003 - 2005
Job Economist
Industry Financial Services
Experience
LB&I Internal Revenue Service January 2011 - Present
Internal Revenue Service LMSB March 2009 - January 2011
Mercantile Bank April 2006 - October 2008
HSBC Private Bank 2003 - 2005
Citibank Private Bank 1989 - 2000
Citibank 1983 - 1989
Skills
Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, Transfer Pricing, Banking, Valuation, Risk Management, Credit
Education
Florida Atlantic University 2005 — 2009
Master's, Forensic Accounting
Florida Atlantic University 2005 — 2009
Masters Accounting, Forensic Accounting
The George Washington University
BA, MA, Economics
The University of Chicago Booth School of Business
MBA, Finance and International Finance
LB&I Internal Revenue Service January 2011 - Present
Internal Revenue Service LMSB March 2009 - January 2011
Mercantile Bank April 2006 - October 2008
HSBC Private Bank 2003 - 2005
Citibank Private Bank 1989 - 2000
Citibank 1983 - 1989
Skills
Financial Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Analysis, Finance, Investments, Transfer Pricing, Banking, Valuation, Risk Management, Credit
Education
Florida Atlantic University 2005 — 2009
Master's, Forensic Accounting
Florida Atlantic University 2005 — 2009
Masters Accounting, Forensic Accounting
The George Washington University
BA, MA, Economics
The University of Chicago Booth School of Business
MBA, Finance and International Finance
Nestor Mendoza's HSBC Private Bank Experience April 2008 - Present
Job Client Service Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank April 2008 - Present
Goldman Sachs April 2005 - February 2008
JPMorgan Chase June 2001 - February 2005
The Ingham Group March 1999 - April 2001
Lafise Group March 1997 - October 1998
Skills
Fixed Income, Strategic Planning, FX Options, Capital Markets, Financial Markets, Portfolio Management, Derivatives, Credit, Asset Allocation, Securities, Wealth Management..., Hedge Funds, High Net Worth..., Series 63, Alternative Investments, Retail Banking, Series 7, Mutual Funds, Financial Analysis, Bloomberg, Trading, Banking, Vendor Management, Wealth Management, Investment Advisory, Financial Services, Risk Management, Investments, Trading Systems, Process Improvement, Private Banking, Asset Management, Equities, Sales, Investment Strategies, Bonds, Investment Management
Education
Florida International University - College of Business Administration 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Christopher Columbus High School 1988 — 1991
HSBC Private Bank April 2008 - Present
Goldman Sachs April 2005 - February 2008
JPMorgan Chase June 2001 - February 2005
The Ingham Group March 1999 - April 2001
Lafise Group March 1997 - October 1998
Skills
Fixed Income, Strategic Planning, FX Options, Capital Markets, Financial Markets, Portfolio Management, Derivatives, Credit, Asset Allocation, Securities, Wealth Management..., Hedge Funds, High Net Worth..., Series 63, Alternative Investments, Retail Banking, Series 7, Mutual Funds, Financial Analysis, Bloomberg, Trading, Banking, Vendor Management, Wealth Management, Investment Advisory, Financial Services, Risk Management, Investments, Trading Systems, Process Improvement, Private Banking, Asset Management, Equities, Sales, Investment Strategies, Bonds, Investment Management
Education
Florida International University - College of Business Administration 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Christopher Columbus High School 1988 — 1991
Mary K. Duke's HSBC Private Bank Experience August 2008 - April 2012
Job Advisor to Families
Industry Financial Services
Experience
Advisor to Families April 2013 - Present
HSBC Private Bank August 2008 - April 2012
HSBC Private Bank 2005 - 2008
HSBC Private Bank 2003 - 2005
Avatar Capital, LLC 2000 - 2003
Kissinger Associates 1994 - 2000
Taub & Fasciana, LP 1988 - 1994
Arthur Andersen 1983 - 1986
Skills
Family Business, High Net Worth..., Family Office, Philanthropy, Next Gen, Succession Planning, Trust Services, Governance, Wealth, Wealth Management, Estate Planning, Investments, Wealth Management..., Private Banking, Alternative Investments, Hedge Funds, Private Equity, Tax, Investment Advisory, Accounting, Asset Managment, Financial Structuring
Education
Fordham University School of Law 1987 — 1991
Juris Doctor, Law
University of Denver - Daniels College of Business 1981 — 1983
Masters and Bachelor of Science, Accounting
Advisor to Families April 2013 - Present
HSBC Private Bank August 2008 - April 2012
HSBC Private Bank 2005 - 2008
HSBC Private Bank 2003 - 2005
Avatar Capital, LLC 2000 - 2003
Kissinger Associates 1994 - 2000
Taub & Fasciana, LP 1988 - 1994
Arthur Andersen 1983 - 1986
Skills
Family Business, High Net Worth..., Family Office, Philanthropy, Next Gen, Succession Planning, Trust Services, Governance, Wealth, Wealth Management, Estate Planning, Investments, Wealth Management..., Private Banking, Alternative Investments, Hedge Funds, Private Equity, Tax, Investment Advisory, Accounting, Asset Managment, Financial Structuring
Education
Fordham University School of Law 1987 — 1991
Juris Doctor, Law
University of Denver - Daniels College of Business 1981 — 1983
Masters and Bachelor of Science, Accounting
Maria Cure's HSBC Private Bank Experience August 2014 - Present
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank August 2014 - Present
Citibank, NA August 2010 - August 2014
Guggenheim Partners July 2003 - August 2010
Fleishman-Hillard September 2000 - June 2003
Skills
Series 7, Series 65, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Finance, Alternative Investments, Investments, Corporate Finance
Education
Florida International University - College of Business 2002 — 2003
Master
Florida International University - College of Business 2000 — 2002
Bachelor
HSBC Private Bank August 2014 - Present
Citibank, NA August 2010 - August 2014
Guggenheim Partners July 2003 - August 2010
Fleishman-Hillard September 2000 - June 2003
Skills
Series 7, Series 65, Series 63, Bloomberg, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Finance, Alternative Investments, Investments, Corporate Finance
Education
Florida International University - College of Business 2002 — 2003
Master
Florida International University - College of Business 2000 — 2002
Bachelor
Richard Slinn's HSBC Private Bank Experience 2006 - 2010
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank 2010 - Present
HSBC Private Bank 2006 - 2010
Deutsche Bank 2004 - 2006
Levensohn Venture Partners 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Private Banking, Equities, Fixed Income, Wealth Management, Asset Management, Private Equity, Portfolio Management, Investment Banking, Investments, Capital Markets, Asset Allocation, Investment Management, Series 7, Derivatives, Asset Managment, Investment Strategies, Securities, Wealth Management...
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, Policy Analysis, Finance
University of California, Santa Barbara 1983 — 1988
BA, History, Italian Literature
J.P. Morgan Private Bank 2010 - Present
HSBC Private Bank 2006 - 2010
Deutsche Bank 2004 - 2006
Levensohn Venture Partners 1998 - 2003
Skills
Hedge Funds, Alternative Investments, Private Banking, Equities, Fixed Income, Wealth Management, Asset Management, Private Equity, Portfolio Management, Investment Banking, Investments, Capital Markets, Asset Allocation, Investment Management, Series 7, Derivatives, Asset Managment, Investment Strategies, Securities, Wealth Management...
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, Policy Analysis, Finance
University of California, Santa Barbara 1983 — 1988
BA, History, Italian Literature
Heddy Mugrabi-Davis's HSBC Private Bank Experience April 2001 - February 2008
Job Wealth Management, HNWI's and Family Offices
Industry Financial Services
Experience
Nuverse Advisors LLC April 2007 - Present
UBS International Finnacial Services July 2014 - January 2015
HSBC Private Bank April 2001 - February 2008
HSBC Bank - Brasil January 2000 - April 2001
Skills
Wealth Management, Private Banking, International Private..., Family Offices, Financial Advisory, Family Office, Alternative Investments, High Net Worth..., Banking, Asset Allocation, Fixed Income, Asset Management, Equities, Derivatives, Investment Banking, Hedge Funds, Investments, Portfolio Management, Private Equity, Capital Markets, Investment Advisory, Structured Products, Wealth Management...
Education
Fundação Armando Álvares Penteado 2015 — 2019
Bachelor of Business Administration (B.B.A.), Buisness/ Marketing -Minor
Fundacao Armando Alvarez Penteado-Sao Paulo Brazil 2004 — 2008
Bachelor's degree, Business Administration
Nuverse Advisors LLC April 2007 - Present
UBS International Finnacial Services July 2014 - January 2015
HSBC Private Bank April 2001 - February 2008
HSBC Bank - Brasil January 2000 - April 2001
Skills
Wealth Management, Private Banking, International Private..., Family Offices, Financial Advisory, Family Office, Alternative Investments, High Net Worth..., Banking, Asset Allocation, Fixed Income, Asset Management, Equities, Derivatives, Investment Banking, Hedge Funds, Investments, Portfolio Management, Private Equity, Capital Markets, Investment Advisory, Structured Products, Wealth Management...
Education
Fundação Armando Álvares Penteado 2015 — 2019
Bachelor of Business Administration (B.B.A.), Buisness/ Marketing -Minor
Fundacao Armando Alvarez Penteado-Sao Paulo Brazil 2004 — 2008
Bachelor's degree, Business Administration
Garvita Goel (garvita.goel12@gmail.com)'s HSBC Private Bank Experience October 2004 - July 2005
Job Assistant Vice President with ten years experience in wealth management,business and consumer banking.
Industry Banking
Experience
Ratnakar Bank December 2013 - October 2014
Royal Bank of Scotland January 2011 - December 2013
Kotak Mahindra Bank Ltd August 2005 - January 2011
HSBC Private Bank October 2004 - July 2005
Skills
Banking, Team Management, Relationship Management, Portfolio Management, CRM, Business Analysis
Education
Indian Institute of Management, Bangalore 2007 — 2008
Executive course in Investments and Portfolio Management from IIM Bangalore
Institute of Management Studies, Ghaziabad 2002 — 2004
PGDBM
Ratnakar Bank December 2013 - October 2014
Royal Bank of Scotland January 2011 - December 2013
Kotak Mahindra Bank Ltd August 2005 - January 2011
HSBC Private Bank October 2004 - July 2005
Skills
Banking, Team Management, Relationship Management, Portfolio Management, CRM, Business Analysis
Education
Indian Institute of Management, Bangalore 2007 — 2008
Executive course in Investments and Portfolio Management from IIM Bangalore
Institute of Management Studies, Ghaziabad 2002 — 2004
PGDBM
Marcos Bowers's HSBC Private Bank Experience June 2008 - November 2011
Job Real Estate/Equity Investor at Self Employed
Industry Banking
Experience
Self Employed December 2011 - Present
HSBC Private Bank June 2008 - November 2011
Merrill Lynch October 2006 - May 2008
SMITH BARNEY July 2004 - October 2006
Domestic Securities July 2001 - July 2004
Skills
Credit, Banking, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Credit Risk, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Negotiation, Real Estate Transactions
Education
Florida Atlantic University 1994 — 2000
Bachelor’s Degree, International Business, GPA 3.45
Self Employed December 2011 - Present
HSBC Private Bank June 2008 - November 2011
Merrill Lynch October 2006 - May 2008
SMITH BARNEY July 2004 - October 2006
Domestic Securities July 2001 - July 2004
Skills
Credit, Banking, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Credit Risk, Mortgage Lending, Credit Analysis, Portfolio Management, Financial Analysis, Negotiation, Real Estate Transactions
Education
Florida Atlantic University 1994 — 2000
Bachelor’s Degree, International Business, GPA 3.45
Octavio Mestre's HSBC Private Bank Experience May 2011 - April 2012
Job Founder/Managing Director at IWPS
Industry Financial Services
Experience
IWPS September 2012 - Present
HSBC Private Bank May 2011 - April 2012
Merrill Lynch April 2006 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Trust Services, Wealth Management..., Alternative Investments, Estate Planning, Wealth, Tax, Private Banking, Asset Management, Trusts, Securities, High Net Worth..., Financial Advisory, Financial Services, Relationship Management, Family Office, Investment Advisory, Financial Structuring, Corporate Finance, Investment Banking, Retirement Planning, Financial Markets, Finance, AML, Mergers & Acquisitions, Private Equity
Education
Florida State University College of Law 1989 — 1992
Doctor of Law (J.D.)
Florida International University - College of Business Administration 1985 — 1989
Bachelor of Business Administration (B.B.A.)
IWPS September 2012 - Present
HSBC Private Bank May 2011 - April 2012
Merrill Lynch April 2006 - May 2011
Skills
Wealth Management, Investments, Portfolio Management, Trust Services, Wealth Management..., Alternative Investments, Estate Planning, Wealth, Tax, Private Banking, Asset Management, Trusts, Securities, High Net Worth..., Financial Advisory, Financial Services, Relationship Management, Family Office, Investment Advisory, Financial Structuring, Corporate Finance, Investment Banking, Retirement Planning, Financial Markets, Finance, AML, Mergers & Acquisitions, Private Equity
Education
Florida State University College of Law 1989 — 1992
Doctor of Law (J.D.)
Florida International University - College of Business Administration 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Antonio Champion's HSBC Private Bank Experience January 2003 - February 2006
Job Owner/Private Investments
Industry Financial Services
Experience
Private Investments/Owner March 2006 - Present
HSBC Private Bank January 2003 - February 2006
Education
University of Oxford 2003 — 2005
Master's degree, Economics
Howard University 2000 — 2002
Master of Business Administration (M.B.A.), Business/Managerial Economics
Louisiana State University 1991 — 1995
Bachelor's Degree, Management and Finance
Private Investments/Owner March 2006 - Present
HSBC Private Bank January 2003 - February 2006
Education
University of Oxford 2003 — 2005
Master's degree, Economics
Howard University 2000 — 2002
Master of Business Administration (M.B.A.), Business/Managerial Economics
Louisiana State University 1991 — 1995
Bachelor's Degree, Management and Finance
Tracy Mack's HSBC Private Bank Experience 2000 - 2002
Job Certified Medical Assistant
Industry Medical Practice
Experience
Urology Specialist April 2011 - October 2014
Kaplan College August 2009 - May 2010
HSBC 2002 - 2008
HSBC Private Bank 2000 - 2002
Skills
Medical-Surgical, Medical Records, Career Assessment, Career Development, Medical Imaging, Laboratory Skills, Employee Benefits, Employee Surveys, Medical Compliance, Travel Planning, Travel Management, Vasectomy, Personnel Management, Human Resources, Pharmacy Benefit..., Benefits Administration, Vital Signs, Administrative..., Office Administration, Database Administration, Client Billing, Billing Systems, Insurance Billing
Education
Indiana Wesleyan University's Adult Program 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Management/ Technology, 4.0
Indiana Wesleyan University 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 4.0
Kaplan University 2008 — 2009
Certificate Medical Assistant, Health Information/Medical Records Technology/Technician, 4.0
Urology Specialist April 2011 - October 2014
Kaplan College August 2009 - May 2010
HSBC 2002 - 2008
HSBC Private Bank 2000 - 2002
Skills
Medical-Surgical, Medical Records, Career Assessment, Career Development, Medical Imaging, Laboratory Skills, Employee Benefits, Employee Surveys, Medical Compliance, Travel Planning, Travel Management, Vasectomy, Personnel Management, Human Resources, Pharmacy Benefit..., Benefits Administration, Vital Signs, Administrative..., Office Administration, Database Administration, Client Billing, Billing Systems, Insurance Billing
Education
Indiana Wesleyan University's Adult Program 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Management/ Technology, 4.0
Indiana Wesleyan University 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 4.0
Kaplan University 2008 — 2009
Certificate Medical Assistant, Health Information/Medical Records Technology/Technician, 4.0
Bonnie Humphrey's HSBC Private Bank Experience 2007 - March 2011
Job Executive Vice President and Chief Fiduciary Officer at AAFMAA Wealth Management & Trust LLC
Industry Financial Services
Experience
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
AAFMAA Wealth Management LLC July 2012 - Present
Wells Fargo Private Bank August 2010 - July 2012
HSBC Private Bank 2007 - March 2011
Citigroup 2002 - 2007
US Trust 1999 - 2002
Republic National Bank 1994 - 1999
US Navy 1972 - 1975
Skills
Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Wealth, Wealth Management, Insurance, Asset Management, Asset Allocation, Retirement Planning, Philanthropy, Financial Planning, Trusts, Special Needs Trusts, Trust Services, Trust Management, Personal Trust..., Strategic Financial..., Financial Advisory, Asset Managment, Mutual Funds, Series 63, Private Banking, Investment Strategies, Relationship Management, Financial Risk, Bonds, Fixed Income, Portfolio Management, Management, Investments, Risk Management, Financial Services, Banking
Education
University of Miami School of Law 1980 — 1983
J.D., Law
Teachers College of Columbia University 1974 — 1975
M.A., Educational Technology
Connecticut College 1968 — 1972
A.B., History
Cynthia Temple's HSBC Private Bank Experience October 2006 - Present
Job Senior Vice President/ Senior Relationship Manager at HSBC
Industry Banking
Experience
HSBC Private Bank October 2006 - Present
HSBC Private Bank April 2002 - October 2006
US Trust company January 2000 - December 2001
Skills
Wealth Management, Hedge Funds, Credit, Investments, Private Banking, Relationship Management, Banking, Loans, Credit Analysis, Underwriting, Risk Management, Portfolio Management, Financial Analysis, Derivatives, High Net Worth..., Wealth Management..., Investment Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1988 — 1989
Business
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Twp. High School 1974 — 1978
HSBC Private Bank October 2006 - Present
HSBC Private Bank April 2002 - October 2006
US Trust company January 2000 - December 2001
Skills
Wealth Management, Hedge Funds, Credit, Investments, Private Banking, Relationship Management, Banking, Loans, Credit Analysis, Underwriting, Risk Management, Portfolio Management, Financial Analysis, Derivatives, High Net Worth..., Wealth Management..., Investment Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 1988 — 1989
Business
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Twp. High School 1974 — 1978
Michelle Mascardo-Carreño's HSBC Private Bank Experience January 2006 - July 2010
Job Yoga Instructor
Industry Health, Wellness and Fitness
Experience
YMCA - Allapattah and North Pointe locations November 2013 - Present
Independent June 2013 - Present
Prana Yoga Miami June 2013 - February 2014
HSBC Securities Inc April 2011 - August 2012
HSBC Securities Inc July 2010 - April 2011
HSBC Private Bank January 2006 - July 2010
Skills
Workforce Planning, Talent Management, Performance Management, Employee Relations, Employee Engagement, Organizational..., HRIS, Organizational Design, Onboarding, Executive Pay, Deferred Compensation, Job Evaluation, Change Management, Private Banking, Job Descriptions, Staff Development, Conflict Resolution
Education
Florida International University - College of Business 2007 — 2008
Master of Science, Human Resources Management
Florida International University - College of Business 2002 — 2005
Bachelor's of Business Administration, Business Management, Minor in Economics
YMCA - Allapattah and North Pointe locations November 2013 - Present
Independent June 2013 - Present
Prana Yoga Miami June 2013 - February 2014
HSBC Securities Inc April 2011 - August 2012
HSBC Securities Inc July 2010 - April 2011
HSBC Private Bank January 2006 - July 2010
Skills
Workforce Planning, Talent Management, Performance Management, Employee Relations, Employee Engagement, Organizational..., HRIS, Organizational Design, Onboarding, Executive Pay, Deferred Compensation, Job Evaluation, Change Management, Private Banking, Job Descriptions, Staff Development, Conflict Resolution
Education
Florida International University - College of Business 2007 — 2008
Master of Science, Human Resources Management
Florida International University - College of Business 2002 — 2005
Bachelor's of Business Administration, Business Management, Minor in Economics
Cynthia Temple's HSBC Private Bank Experience March 2002 - Present
Job Senior Vice President/Senior Relationship Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank March 2002 - Present
HSBC Private Bank April 2002 - September 2006
US Trust January 2000 - January 2002
Citigroup January 1985 - January 1990
Education
Bankers Trust Commercial Credit Training Program 1982 — 1983
Commercial Credit
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Township High School 1974 — 1978
HSBC Private Bank March 2002 - Present
HSBC Private Bank April 2002 - September 2006
US Trust January 2000 - January 2002
Citigroup January 1985 - January 1990
Education
Bankers Trust Commercial Credit Training Program 1982 — 1983
Commercial Credit
Franklin & Marshall College 1978 — 1982
BA, Business/Government
Chatham Township High School 1974 — 1978
Yvette Rodriguez's HSBC Private Bank Experience June 2007 - June 2009
Job Credit Analyst at Itau Private Bank International
Industry Banking
Experience
Itau Private Bank International 2010 - Present
HSBC Private Bank June 2007 - June 2009
Citi Private Bank May 2005 - June 2007
Citi Private Bank March 2003 - May 2005
Citigroup Asset Management January 2000 - January 2002
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Finance, Private Banking, Credit Risk, Financial Services, Investments
Education
Florida International University
Liberal Arts Studies
Pontificia Universidad Católica Madre y Maestra 1997 — 2000
Industrial Engineering
Itau Private Bank International 2010 - Present
HSBC Private Bank June 2007 - June 2009
Citi Private Bank May 2005 - June 2007
Citi Private Bank March 2003 - May 2005
Citigroup Asset Management January 2000 - January 2002
Skills
Banking, Portfolio Management, Credit, Risk Management, Loans, Finance, Private Banking, Credit Risk, Financial Services, Investments
Education
Florida International University
Liberal Arts Studies
Pontificia Universidad Católica Madre y Maestra 1997 — 2000
Industrial Engineering
Daniel Solis's HSBC Private Bank Experience February 2015 - Present
Job VP Operational Risk
Industry Banking
Experience
HSBC Private Bank February 2015 - Present
Standard Chartered Bank January 2014 - January 2015
Standard Chartered Bank (Switzerland) S.A. December 2009 - January 2014
Standard Chartered Bank International July 2008 - November 2009
American Express Bank International January 2006 - July 2008
American Express Bank International June 2004 - December 2005
Skills
Customer Relations, Deadline Management, Highly Adaptable, Corporate Governance, Operational Risk..., Database Management, Internal Audit, Business Continuity, Credit Risk, Staff Training, Workflow Analysis, Executive Reporting, Cross-functional Team..., Internal Controls, Regulatory Reporting, Gap Analysis, Project Planning, Private Banking, Banking Operations, Process Control, Margin Analysis, Bilingual, Business English, Spanish, Customer Service, Microsoft Office, Visio, Excel, Word, Banking, Investment Banking
Education
Florida International University
Bachelor of Business Administration (BBA), Finance and Management Information Systems
HSBC Private Bank February 2015 - Present
Standard Chartered Bank January 2014 - January 2015
Standard Chartered Bank (Switzerland) S.A. December 2009 - January 2014
Standard Chartered Bank International July 2008 - November 2009
American Express Bank International January 2006 - July 2008
American Express Bank International June 2004 - December 2005
Skills
Customer Relations, Deadline Management, Highly Adaptable, Corporate Governance, Operational Risk..., Database Management, Internal Audit, Business Continuity, Credit Risk, Staff Training, Workflow Analysis, Executive Reporting, Cross-functional Team..., Internal Controls, Regulatory Reporting, Gap Analysis, Project Planning, Private Banking, Banking Operations, Process Control, Margin Analysis, Bilingual, Business English, Spanish, Customer Service, Microsoft Office, Visio, Excel, Word, Banking, Investment Banking
Education
Florida International University
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Grace Tian's HSBC Private Bank Experience July 2010 - August 2010
Job Operations Analyst at Encore Capital Group
Industry Computer & Network Security
Experience
Encore Capital Group April 2015 - Present
New Oriental Vision Overseas Consulting Co., Ltd October 2012 - July 2013
Pinjin Holding Group June 2012 - September 2012
China Construction Bank (Asia) Corporation Ltd. July 2011 - August 2011
HSBC Private Bank July 2010 - August 2010
Skills
SAS Certified Advanced..., SQL, R, Data Analysis, Microsoft Excel, PowerPoint, IBM Cognos, Data Mining, Bloomberg Terminal, Analytic Reporting, Microsoft Office, Consulting, Interviews, Python, Matlab, Statistical Modeling
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Statistics
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), Economics
Encore Capital Group April 2015 - Present
New Oriental Vision Overseas Consulting Co., Ltd October 2012 - July 2013
Pinjin Holding Group June 2012 - September 2012
China Construction Bank (Asia) Corporation Ltd. July 2011 - August 2011
HSBC Private Bank July 2010 - August 2010
Skills
SAS Certified Advanced..., SQL, R, Data Analysis, Microsoft Excel, PowerPoint, IBM Cognos, Data Mining, Bloomberg Terminal, Analytic Reporting, Microsoft Office, Consulting, Interviews, Python, Matlab, Statistical Modeling
Education
Columbia University in the City of New York 2013 — 2015
Master's degree, Statistics
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Arts (B.A.), Economics
Eileen Krueger's HSBC Private Bank Experience 2006 - Present
Job Vice President Product Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 2006 - Present
UBS Financial Services Inc. 1999 - 2006
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Vassar College 1993 — 1997
BA, Biology
HSBC Private Bank 2006 - Present
UBS Financial Services Inc. 1999 - 2006
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
Vassar College 1993 — 1997
BA, Biology
Thomas Mangot's HSBC Private Bank Experience September 2012 - December 2014
Job Investment Advisor chez J. Safra Sarasin
Industry Banking
Experience
Bank J. Safra Sarasin Ltd December 2014 - Present
HSBC Private Bank September 2012 - December 2014
HSBC Private Bank October 2008 - September 2012
HSBC Private Bank April 2008 - September 2008
Skills
Structured Products, Equity Derivatives, FX, Equity, Interest Rate, Derivatives, Private Banking, Investment Advisory, Marché financier, Banque d'investissement
Education
IAE FRANCE - Ecoles Universitaires de Management 2008 — 2009
M2 Gestion Internationale de Fortune, Finance
IAE FRANCE - Ecoles Universitaires de Management 2007 — 2008
M1 Ingénierie Financière, Finance
Bank J. Safra Sarasin Ltd December 2014 - Present
HSBC Private Bank September 2012 - December 2014
HSBC Private Bank October 2008 - September 2012
HSBC Private Bank April 2008 - September 2008
Skills
Structured Products, Equity Derivatives, FX, Equity, Interest Rate, Derivatives, Private Banking, Investment Advisory, Marché financier, Banque d'investissement
Education
IAE FRANCE - Ecoles Universitaires de Management 2008 — 2009
M2 Gestion Internationale de Fortune, Finance
IAE FRANCE - Ecoles Universitaires de Management 2007 — 2008
M1 Ingénierie Financière, Finance
Pierre-Matthieu Gompertz's HSBC Private Bank Experience March 2012 - January 2013
Job MBA candidate at Harvard Business School, class of 2017
Industry Higher Education
Experience
Roland Berger Strategy Consultants January 2014 - August 2015
Roland Berger Strategy Consultants March 2013 - December 2013
HSBC Private Bank March 2012 - January 2013
HSBC Private Bank August 2011 - March 2012
Jefferies & Company June 2010 - August 2010
Dongzhen Centre for Human Rights Education June 2009 - August 2009
Skills
International Relations, Asset Allocation, Strategic Planning, Business Strategy, Equities, Portfolio Management, Investments, Strategy, Financial Modeling, Market Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics and Political Science 2008 — 2011
BSc, International Relations, 2.1
Lycee Francais Charles de Gaulle 2006 — 2007
Baccalaureate, Economics and Sociology, 16.7/20
Roland Berger Strategy Consultants January 2014 - August 2015
Roland Berger Strategy Consultants March 2013 - December 2013
HSBC Private Bank March 2012 - January 2013
HSBC Private Bank August 2011 - March 2012
Jefferies & Company June 2010 - August 2010
Dongzhen Centre for Human Rights Education June 2009 - August 2009
Skills
International Relations, Asset Allocation, Strategic Planning, Business Strategy, Equities, Portfolio Management, Investments, Strategy, Financial Modeling, Market Research
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
London School of Economics and Political Science 2008 — 2011
BSc, International Relations, 2.1
Lycee Francais Charles de Gaulle 2006 — 2007
Baccalaureate, Economics and Sociology, 16.7/20
Paola Origel's HSBC Private Bank Experience February 2008 - June 2010
Job East Rock Capital, LLC
Industry Financial Services
Experience
East Rock Capital, LLC December 2014 - Present
Raw and Yummy 1998 - 2015
The Confidas Group USA, Inc. June 2010 - July 2014
HSBC Private Bank February 2008 - June 2010
The Confidas Group (Family Office Hedge Funds) May 2006 - February 2008
CEMEX 2001 - 2003
Skills
Financial Analysis, Portfolio Management, Business Strategy, Business Planning, Financial Modeling, Strategic Planning, Asset Management, Corporate Finance, Management, Investments, Alternative Investments, Negotiation, Strategy, CRM, Project Management, Business Process..., Budgets, Business Development, Forecasting, Relationship Management, Hedge Funds, Fund Of Funds, Customer Retention, Mutual Funds, Macintosh- proficient;..., Private Banking
Education
Parsons School of Design 2003 — 2005
Fashion Design, Fashion/Apparel Design, Parsons, Fashion Design Certificate Program
Harvard Extension School 2001 — 2001
The Harvard Institute for English Language Programs, IEL Communications in Business
Universidad Iberoamericana, Ciudad de México 1996 — 2001
Bachelor of Science (BSc), International Relations and Affairs, Baccalaureate degree in International Relations
Inhumyc 1993 — 1996
Highschool, Highschool, Highschool
East Rock Capital, LLC December 2014 - Present
Raw and Yummy 1998 - 2015
The Confidas Group USA, Inc. June 2010 - July 2014
HSBC Private Bank February 2008 - June 2010
The Confidas Group (Family Office Hedge Funds) May 2006 - February 2008
CEMEX 2001 - 2003
Skills
Financial Analysis, Portfolio Management, Business Strategy, Business Planning, Financial Modeling, Strategic Planning, Asset Management, Corporate Finance, Management, Investments, Alternative Investments, Negotiation, Strategy, CRM, Project Management, Business Process..., Budgets, Business Development, Forecasting, Relationship Management, Hedge Funds, Fund Of Funds, Customer Retention, Mutual Funds, Macintosh- proficient;..., Private Banking
Education
Parsons School of Design 2003 — 2005
Fashion Design, Fashion/Apparel Design, Parsons, Fashion Design Certificate Program
Harvard Extension School 2001 — 2001
The Harvard Institute for English Language Programs, IEL Communications in Business
Universidad Iberoamericana, Ciudad de México 1996 — 2001
Bachelor of Science (BSc), International Relations and Affairs, Baccalaureate degree in International Relations
Inhumyc 1993 — 1996
Highschool, Highschool, Highschool
Jessica M. Medero's HSBC Private Bank Experience June 2010 - December 2012
Job Assistant Vice President at Swiss Re
Industry Financial Services
Experience
Swiss Re December 2012 - Present
HSBC Private Bank June 2010 - December 2012
Ernst & Young 2005 - 2010
Ernst & Young 2004 - 2005
International Securities Exchange (ISE) 2002 - 2003
Education
Fordham University 2001 — 2005
Bachelor of Science (B.S.), Public Accounting & Federal Taxation
Swiss Re December 2012 - Present
HSBC Private Bank June 2010 - December 2012
Ernst & Young 2005 - 2010
Ernst & Young 2004 - 2005
International Securities Exchange (ISE) 2002 - 2003
Education
Fordham University 2001 — 2005
Bachelor of Science (B.S.), Public Accounting & Federal Taxation
Andre Baracat's HSBC Private Bank Experience September 2015 - Present
Job Investment Counselor Analyst da empresa HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank September 2015 - Present
HSBC Private Bank May 2013 - September 2015
HSBC August 2012 - April 2013
PRAGMA GESTAO DE PATRIMONIO March 2009 - September 2010
Skills
Financial Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Modeling, Banking, Equities, Financial Analysis, Capital Markets, Economics, Investment Banking, Avaliação financeira, Mercados financeiros
Education
Universiteit van Tilburg 2012 — 2013
Economics, Finance and Financial Management Services
Fundação Getúlio Vargas 2009 — 2013
Economista, Economia
Dante Alighieri
HSBC Private Bank September 2015 - Present
HSBC Private Bank May 2013 - September 2015
HSBC August 2012 - April 2013
PRAGMA GESTAO DE PATRIMONIO March 2009 - September 2010
Skills
Financial Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Modeling, Banking, Equities, Financial Analysis, Capital Markets, Economics, Investment Banking, Avaliação financeira, Mercados financeiros
Education
Universiteit van Tilburg 2012 — 2013
Economics, Finance and Financial Management Services
Fundação Getúlio Vargas 2009 — 2013
Economista, Economia
Dante Alighieri
Eileen Krueger Hoffman's HSBC Private Bank Experience July 2006 - April 2015
Job VP Alternative Investments at JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank April 2015 - Present
HSBC Private Bank July 2006 - April 2015
UBS Wealth Management May 1999 - June 2006
Skills
Alternative Investments, Banking, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investments, Wealth Management, Marketing, Equities, Risk Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA), Finance and Marketing
Vassar College 1993 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
J.P. Morgan Private Bank April 2015 - Present
HSBC Private Bank July 2006 - April 2015
UBS Wealth Management May 1999 - June 2006
Skills
Alternative Investments, Banking, Derivatives, Financial Services, Fixed Income, Hedge Funds, Investments, Wealth Management, Marketing, Equities, Risk Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2006 — 2010
Master of Business Administration (MBA), Finance and Marketing
Vassar College 1993 — 1997
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Caroline Laborde- Natta's HSBC Private Bank Experience August 2007 - Present
Job Private Banker at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank August 2007 - Present
Education
EDHEC Business School 2002 — 2006
Bachelor EDHEC- ESPEME, Marketing - Luxury Client-
Facultad de Ciencias Económicas y Empresariales de Valladolid 2004 — 2005
Bachelor of Science (B.Sc.), International Economics
HSBC Private Bank August 2007 - Present
Education
EDHEC Business School 2002 — 2006
Bachelor EDHEC- ESPEME, Marketing - Luxury Client-
Facultad de Ciencias Económicas y Empresariales de Valladolid 2004 — 2005
Bachelor of Science (B.Sc.), International Economics
Nelson Cardenas's HSBC Private Bank Experience April 2013 - Present
Job Investment Counselor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank April 2013 - Present
HSBC Private Bank April 2011 - April 2013
HSBC Private Bank November 2005 - March 2011
UBS Wealth Management December 2004 - November 2005
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Series 65, Investment Management, Fixed Income Strategies, Equity Trading, Foreign Currency..., Fixed Income Analysis, Equities, Fixed Income
Education
University of Miami 2005 — 2006
Masters, Business Administration
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, International Management
HSBC Private Bank April 2013 - Present
HSBC Private Bank April 2011 - April 2013
HSBC Private Bank November 2005 - March 2011
UBS Wealth Management December 2004 - November 2005
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Series 65, Investment Management, Fixed Income Strategies, Equity Trading, Foreign Currency..., Fixed Income Analysis, Equities, Fixed Income
Education
University of Miami 2005 — 2006
Masters, Business Administration
Florida International University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, International Management
Yasmina Odjo, CFA's HSBC Private Bank Experience March 2015 - Present
Job SVP Relationship Manager at HSBC Private Bank. Continental Europe & SubSaharan Africa
Industry Financial Services
Experience
HSBC Private Bank March 2015 - Present
HSBC Private Bank April 2010 - Present
HSBC Private Bank August 2008 - March 2010
HSBC Private Bank October 2006 - July 2008
BNP Paribas February 2006 - June 2006
TOTSA TOTAL OIL TRADING SA April 2005 - July 2005
Ernst & Young September 2004 - March 2005
Skills
Private Banking, Portfolio Management, Wealth Management, Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Investment Banking, Alternative Investments, Investments, Structured Products, Investment Advisory, Series 7, Series 63, Internal Audit, External Audit, Financial Analysis, Financial Audits, Financial Modeling, Credit, Due Diligence
Education
CFA Institute 2007 — 2010
CFA chartholder, Finance and Financial Management Services
ESCP Europe 2002 — 2006
Master in International Management, Finance
Lycée Georges Clemenceau - Nantes, France 2000 — 2002
Preparatory class for the competitive admission test to French “Grandes Ecoles “
HSBC Private Bank March 2015 - Present
HSBC Private Bank April 2010 - Present
HSBC Private Bank August 2008 - March 2010
HSBC Private Bank October 2006 - July 2008
BNP Paribas February 2006 - June 2006
TOTSA TOTAL OIL TRADING SA April 2005 - July 2005
Ernst & Young September 2004 - March 2005
Skills
Private Banking, Portfolio Management, Wealth Management, Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Investment Banking, Alternative Investments, Investments, Structured Products, Investment Advisory, Series 7, Series 63, Internal Audit, External Audit, Financial Analysis, Financial Audits, Financial Modeling, Credit, Due Diligence
Education
CFA Institute 2007 — 2010
CFA chartholder, Finance and Financial Management Services
ESCP Europe 2002 — 2006
Master in International Management, Finance
Lycée Georges Clemenceau - Nantes, France 2000 — 2002
Preparatory class for the competitive admission test to French “Grandes Ecoles “
Emmanuel Calça's HSBC Private Bank Experience April 2013 - Present
Job Head of Accounting & Regulatory reporting at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2013 - Present
CFM MONACO April 2008 - April 2013
CFM MONACO 2002 - 2007
Skills
Financial Control, IFRS, Financial Analysis, Financial Reporting, Accounting, Banking, Budgeting, English, French, Italian, Management, Project Management, Private Banking, Financial Accounting, Finance, Cost Accounting
Education
DSCG (ex DESCF)
Master’s Degree
1993 — 1996
Master’s Degree, Finance, General
HSBC Private Bank April 2013 - Present
CFM MONACO April 2008 - April 2013
CFM MONACO 2002 - 2007
Skills
Financial Control, IFRS, Financial Analysis, Financial Reporting, Accounting, Banking, Budgeting, English, French, Italian, Management, Project Management, Private Banking, Financial Accounting, Finance, Cost Accounting
Education
DSCG (ex DESCF)
Master’s Degree
1993 — 1996
Master’s Degree, Finance, General
Armina Hakobyan's HSBC Private Bank Experience March 2002 - 2005
Job Asst. Vice President, Regulatory Affairs and Capital Planning Group at M&T Bank
Industry Financial Services
Experience
M&T Bank November 2013 - Present
M&T Bank August 2012 - November 2013
Global SPC January 2006 - May 2011
ACCA February 2004 - May 2008
Armenbrok January 2005 - January 2006
HSBC Private Bank March 2002 - 2005
Central Bank of Armenia 2001 - 2002
Skills
Financial Analysis, Project Management, Financial Modeling, Human Resources, Russian, Management Consulting, Strategy, Management, Banking, Economics, Finance, Policy, Training
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2012
2012 MBA, Finance
Harvard Kennedy School of Government 2009 — 2009
Executive Education Program: Mastering Negotiations/ Building Sustainable Agreements
Cambridge Judge Business School 2008 — 2008
Eurasian Business Executive and Leadership Program
Joint Vienna Institute,JVI 2008 — 2008
Public Private Partnership Executive Educational Program
Mediterranean Institute of Management, 2008 — 2008
Operations Management and Quality Control-Training Program
Association of Chartered and Certified Accountants (ACCA) 2003 — 2006
Papers 1.1-2.2 including
Central Bank of the Republic of Armenia Banking Training Centre 2001 — 2001
Certificate, Banking and Finance
Yerevan State University, Dept. of Economics 1996 — 2001
Masters in Sciences, Economics
M&T Bank November 2013 - Present
M&T Bank August 2012 - November 2013
Global SPC January 2006 - May 2011
ACCA February 2004 - May 2008
Armenbrok January 2005 - January 2006
HSBC Private Bank March 2002 - 2005
Central Bank of Armenia 2001 - 2002
Skills
Financial Analysis, Project Management, Financial Modeling, Human Resources, Russian, Management Consulting, Strategy, Management, Banking, Economics, Finance, Policy, Training
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2012
2012 MBA, Finance
Harvard Kennedy School of Government 2009 — 2009
Executive Education Program: Mastering Negotiations/ Building Sustainable Agreements
Cambridge Judge Business School 2008 — 2008
Eurasian Business Executive and Leadership Program
Joint Vienna Institute,JVI 2008 — 2008
Public Private Partnership Executive Educational Program
Mediterranean Institute of Management, 2008 — 2008
Operations Management and Quality Control-Training Program
Association of Chartered and Certified Accountants (ACCA) 2003 — 2006
Papers 1.1-2.2 including
Central Bank of the Republic of Armenia Banking Training Centre 2001 — 2001
Certificate, Banking and Finance
Yerevan State University, Dept. of Economics 1996 — 2001
Masters in Sciences, Economics
Le-Ann Chambers's HSBC Private Bank Experience July 2001 - December 2009
Job Research Professional
Industry Research
Experience
Bare International 2008 - Present
HSBC December 2009 - September 2010
United States Department of Commerce April 2010 - June 2010
HSBC Private Bank July 2001 - December 2009
Original Levi's Strauss July 1999 - May 2000
Radio City Music Hall November 1996 - January 1999
Toys R Us May 1996 - November 1996
Skills
10 Key, Excel, Microsoft Office
Education
CUNY Medgar Evers College 2000 — 2002
Bare International 2008 - Present
HSBC December 2009 - September 2010
United States Department of Commerce April 2010 - June 2010
HSBC Private Bank July 2001 - December 2009
Original Levi's Strauss July 1999 - May 2000
Radio City Music Hall November 1996 - January 1999
Toys R Us May 1996 - November 1996
Skills
10 Key, Excel, Microsoft Office
Education
CUNY Medgar Evers College 2000 — 2002
Jie Jiang's HSBC Private Bank Experience September 2005 - September 2006
Job Director, Global Markets Business Finance at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank September 2006 - Present
HSBC Private Bank September 2005 - September 2006
Capital One August 2003 - September 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Microsoft Office, SQL
Education
Georgetown University 2001 — 2003
MBA, Finance, General
University of International Business and Economics 1996 — 1999
Master of Arts (M.A.), Economics
Standard Chartered Bank September 2006 - Present
HSBC Private Bank September 2005 - September 2006
Capital One August 2003 - September 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Microsoft Office, SQL
Education
Georgetown University 2001 — 2003
MBA, Finance, General
University of International Business and Economics 1996 — 1999
Master of Arts (M.A.), Economics
Paula Sherlock's HSBC Private Bank Experience 1991 - 1999
Job Assistant Branch Manager Iberiabank
Industry Banking
Experience
Iberiabank Assistant Branch ManagerOld Florda BankJune 2013 - Present
Old Florida National Bank July 2009 - June 2013
Regions Financial Corporation January 2008 - July 2009
Triple R Camping Resort October 2004 - October 2007
Blue Seal Feeds September 1999 - October 2004
HSBC Private Bank 1991 - 1999
Education
Genesee Community College 1999 — 2003
Liberal Arts and Sciences, General Studies and Humanities, 4.0
Iberiabank Assistant Branch ManagerOld Florda BankJune 2013 - Present
Old Florida National Bank July 2009 - June 2013
Regions Financial Corporation January 2008 - July 2009
Triple R Camping Resort October 2004 - October 2007
Blue Seal Feeds September 1999 - October 2004
HSBC Private Bank 1991 - 1999
Education
Genesee Community College 1999 — 2003
Liberal Arts and Sciences, General Studies and Humanities, 4.0
Adrienne Iles-Holt's HSBC Private Bank Experience January 2000 - January 2003
Job Legal Services Professional
Industry Legal Services
Experience
Federal Express January 1997 - Present
Smith Gambrell & Russell October 2003 - August 2009
HSBC Private Bank January 2000 - January 2003
America's Cash Express January 1994 - January 1997
Nations Bank January 1991 - January 1994
Bank South January 1989 - January 1991
Manufactures & Traders Trust Company January 1975 - January 1989
Skills
Sales, Loans, Sales Management, Selling, Databases, Policy, Social Networking
Education
Erie Community College
Business/Commerce, General
Federal Express January 1997 - Present
Smith Gambrell & Russell October 2003 - August 2009
HSBC Private Bank January 2000 - January 2003
America's Cash Express January 1994 - January 1997
Nations Bank January 1991 - January 1994
Bank South January 1989 - January 1991
Manufactures & Traders Trust Company January 1975 - January 1989
Skills
Sales, Loans, Sales Management, Selling, Databases, Policy, Social Networking
Education
Erie Community College
Business/Commerce, General
James Strachan's HSBC Private Bank Experience 2007 - Present
Job Relationship Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank 2007 - Present
Citi 2004 - 2007
JPMorgan Chase 1998 - 2004
STRACHAN FINANCIAL CONSULTING 1997 - 1998
MASTERCARD INTERNATIONAL INC. 1996 - 1997
ING BARING SECURITIES INC. 1993 - 1996
Skills
Banking, Commercial Banking, Capital Markets, Financial Services, Derivatives, Portfolio Management, Hedge Funds, Private Equity, Private Banking, Securities, Mutual Funds, Equities, Global Custody, Relationship Management
Education
Hartwick College
BA Business Management, Business
HSBC Private Bank 2007 - Present
Citi 2004 - 2007
JPMorgan Chase 1998 - 2004
STRACHAN FINANCIAL CONSULTING 1997 - 1998
MASTERCARD INTERNATIONAL INC. 1996 - 1997
ING BARING SECURITIES INC. 1993 - 1996
Skills
Banking, Commercial Banking, Capital Markets, Financial Services, Derivatives, Portfolio Management, Hedge Funds, Private Equity, Private Banking, Securities, Mutual Funds, Equities, Global Custody, Relationship Management
Education
Hartwick College
BA Business Management, Business
Maria Bodiu's HSBC Private Bank Experience September 2015 - Present
Job Assistant Vice President HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank September 2015 - Present
American Express October 2013 - September 2015
American Express September 2012 - October 2013
American Express August 2011 - September 2012
Epsilon June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Statistical Modeling, Data Analysis, Data Mining, SQL, Project Sizing, Credit Cards, Credit Risk, Microsoft Office, Statistical Software, Photoshop, HTML, Forecasting, Strategic Partnerships, Competitive Analysis, Business Development, Finance, Analytics
Education
Cornell University 2007 — 2011
Bachelor of Science (BS), Economics, 3.6
HSBC Private Bank September 2015 - Present
American Express October 2013 - September 2015
American Express September 2012 - October 2013
American Express August 2011 - September 2012
Epsilon June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Statistical Modeling, Data Analysis, Data Mining, SQL, Project Sizing, Credit Cards, Credit Risk, Microsoft Office, Statistical Software, Photoshop, HTML, Forecasting, Strategic Partnerships, Competitive Analysis, Business Development, Finance, Analytics
Education
Cornell University 2007 — 2011
Bachelor of Science (BS), Economics, 3.6
William Aguirre's HSBC Private Bank Experience July 2006 - Present
Job Assistant Vice President, Alternative Investments at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank July 2006 - Present
TD Ameritrade July 1999 - March 2006
Skills
Mutual Funds, Trading, Alternative Investments, Options, Private Equity, Equities, Fixed Income, Financial Services, Settlement, Series 7, Corporate Actions, Securities, Finance, Hedge Funds, Investments, Banking, Capital Markets, Asset Management, Portfolio Management
Education
Fairfield University 1996 — 1999
Bachelors of Science, Finance and Financial Management Services
HSBC Private Bank July 2006 - Present
TD Ameritrade July 1999 - March 2006
Skills
Mutual Funds, Trading, Alternative Investments, Options, Private Equity, Equities, Fixed Income, Financial Services, Settlement, Series 7, Corporate Actions, Securities, Finance, Hedge Funds, Investments, Banking, Capital Markets, Asset Management, Portfolio Management
Education
Fairfield University 1996 — 1999
Bachelors of Science, Finance and Financial Management Services
Quanesha Johnson's HSBC Private Bank Experience 2004 - 2010
Job Operations Specialist
Industry Banking
Experience
ALMA BANK 2012 - Present
HSBC Private Bank 2004 - 2010
National Bank of Egypt 2000 - 2004
Education
Hudson Valley Community College 2012 — 2016
ALMA BANK 2012 - Present
HSBC Private Bank 2004 - 2010
National Bank of Egypt 2000 - 2004
Education
Hudson Valley Community College 2012 — 2016
Tatiana Mathias's HSBC Private Bank Experience April 2015 - August 2015
Job Student at Florida International University
Industry Banking
Experience
HSBC Private Bank April 2015 - August 2015
Polaroid Fotobar December 2013 - September 2014
Michael Kors May 2013 - October 2013
Abercrombie & Fitch October 2012 - May 2013
AMC Theatres April 2010 - November 2011
Skills
Customer Service, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, Critical Thinking, Photography, Retail Sales, Time Management, Windows Server, Mac OS
Education
Florida International University 2012 — 2016
Bachelor’s Degree, Economics
HSBC Private Bank April 2015 - August 2015
Polaroid Fotobar December 2013 - September 2014
Michael Kors May 2013 - October 2013
Abercrombie & Fitch October 2012 - May 2013
AMC Theatres April 2010 - November 2011
Skills
Customer Service, Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, Critical Thinking, Photography, Retail Sales, Time Management, Windows Server, Mac OS
Education
Florida International University 2012 — 2016
Bachelor’s Degree, Economics
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank