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.,
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HSBC Private Bank Employees
Employee
Years
Job
Industry
Fabian Mejia Fabian Mejia's HSBC Private Bank Experience May 2013 - December 2014
Job Global Investigation Unit (GIU) BSA/AML Senior CC | Special Projects at Citi
Industry Banking
Experience
Citi January 2015 - Present
HSBC Private Bank May 2013 - December 2014
KTM FINANCIAL 2007 - 2013
Tradepro / Paratrade July 2005 - December 2006
Bancolombia 1995 - 1999
Fesvalores 1993 - 1995
Skills
Finance, Start-ups, Investments, Business Development, New Business Development, Banking, Negotiation, Business Strategy, Entrepreneurship, Business Planning, Leadership, Financial Analysis, Strategic Planning, Financial Services, Private Equity, Analysis, Loans, Financial Structuring, Corporate Finance, Management Consulting, Risk Management, Relationship Management, Trading, Project Finance, Competitive Analysis, Credit, Business Analysis, Credit Analysis, Executive Management, FATCA, Complaince, Credit Risk, Mergers & Acquisitions, Compliance, International Business, Consulting, Team Building, Sales Process, Structured Finance, Funding, Commercial Lending, tax transparency, Anti-bribery, Investment Banking, Strategy, Portfolio Management
Education
Villanova University 2003 — 2003
Project Management, Project Management & Essentials Finance & Accouting
Universidad ICESI 1995 — 1997
MBA, BA & BSSE
Universidad ICESI 1987 — 1992
BS System Engeniering, Business Administration
Citi January 2015 - Present
HSBC Private Bank May 2013 - December 2014
KTM FINANCIAL 2007 - 2013
Tradepro / Paratrade July 2005 - December 2006
Bancolombia 1995 - 1999
Fesvalores 1993 - 1995
Skills
Finance, Start-ups, Investments, Business Development, New Business Development, Banking, Negotiation, Business Strategy, Entrepreneurship, Business Planning, Leadership, Financial Analysis, Strategic Planning, Financial Services, Private Equity, Analysis, Loans, Financial Structuring, Corporate Finance, Management Consulting, Risk Management, Relationship Management, Trading, Project Finance, Competitive Analysis, Credit, Business Analysis, Credit Analysis, Executive Management, FATCA, Complaince, Credit Risk, Mergers & Acquisitions, Compliance, International Business, Consulting, Team Building, Sales Process, Structured Finance, Funding, Commercial Lending, tax transparency, Anti-bribery, Investment Banking, Strategy, Portfolio Management
Education
Villanova University 2003 — 2003
Project Management, Project Management & Essentials Finance & Accouting
Universidad ICESI 1995 — 1997
MBA, BA & BSSE
Universidad ICESI 1987 — 1992
BS System Engeniering, Business Administration
Erica C. Greene Erica C. Greene's HSBC Private Bank Experience February 2012 - August 2012
Job Closing Support Specialist for M&T Bank Mortgage Division
Industry Public Relations and Communications
Experience
M&T Bank 2012 - Present
Buffalo State College January 2009 - Present
HSBC Private Bank February 2012 - August 2012
Skills
Microsoft Office, Photoshop, Leadership, Creativity, Creative Writing, Innovation, Microsoft Excel, Microsoft Word, PowerPoint, Blogging, Fundraising, Customer Service, Outlook, Mortgage Banking, Journalism, Community Outreach, Event Planning, Public Speaking, Social Media
Education
State University of New York College at Buffalo 2007 — 2011
Bachelor of Science (B.S.), Journalism
M&T Bank 2012 - Present
Buffalo State College January 2009 - Present
HSBC Private Bank February 2012 - August 2012
Skills
Microsoft Office, Photoshop, Leadership, Creativity, Creative Writing, Innovation, Microsoft Excel, Microsoft Word, PowerPoint, Blogging, Fundraising, Customer Service, Outlook, Mortgage Banking, Journalism, Community Outreach, Event Planning, Public Speaking, Social Media
Education
State University of New York College at Buffalo 2007 — 2011
Bachelor of Science (B.S.), Journalism
Greg Hawes Greg Hawes's HSBC Private Bank Experience April 1989 - April 1996
Job Director Business Development at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers April 2001 - Present
Grant Thornton April 1996 - May 2001
HSBC Private Bank April 1989 - April 1996
Skills
Business Development, Consulting, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Financial Analysis, Sales, Strategic Planning, Business Planning, Financial Reporting
Education
University of Iowa 1981 — 1986
BA
Glenbrook North 1977 — 1981
PricewaterhouseCoopers April 2001 - Present
Grant Thornton April 1996 - May 2001
HSBC Private Bank April 1989 - April 1996
Skills
Business Development, Consulting, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Strategy, Financial Analysis, Sales, Strategic Planning, Business Planning, Financial Reporting
Education
University of Iowa 1981 — 1986
BA
Glenbrook North 1977 — 1981
Cheryl Huber Cheryl Huber's HSBC Private Bank Experience 2011 - 2013
Job Lead Analyst Data Governance at M&T Bank
Industry Information Technology and Services
Experience
M&T Bank 2014 - Present
M and T Bank for TXMQ 2013 - 2014
HSBC Private Bank 2011 - 2013
HSBC 2007 - 2011
HSBC 1999 - 2006
Skills
SDLC, Business Analysis, Business Process, Project Management, Integration, SQL, Business Intelligence, CRM, Oracle, Data Governance, PMP, Data Warehousing, Teradata Data Warehouse, FSLDM, Microsoft SQL Server, Microsoft Office, Reporting & Analysis, AML, OFAC, CRM databases
Education
University of Illinois at Urbana-Champaign 1978 — 2000
BS, Engineering
M&T Bank 2014 - Present
M and T Bank for TXMQ 2013 - 2014
HSBC Private Bank 2011 - 2013
HSBC 2007 - 2011
HSBC 1999 - 2006
Skills
SDLC, Business Analysis, Business Process, Project Management, Integration, SQL, Business Intelligence, CRM, Oracle, Data Governance, PMP, Data Warehousing, Teradata Data Warehouse, FSLDM, Microsoft SQL Server, Microsoft Office, Reporting & Analysis, AML, OFAC, CRM databases
Education
University of Illinois at Urbana-Champaign 1978 — 2000
BS, Engineering
Carlos E. Martinez Carlos E. Martinez's HSBC Private Bank Experience October 2014 - Present
Job Credit Director Latin America at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank October 2014 - Present
Merrill Lynch October 2010 - October 2014
Merrill Lynch January 2010 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. October 2007 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. February 1991 - October 2014
Merrill Lynch September 1988 - October 2014
Republic National Bank of Miami February 1986 - August 1988
Skills
Credit Structuring, New Business Development, Private Banking, Credit Risk, Wealth Management, Banking, LOB Management, Product and Sales..., Investments, Risk Management, Regulatory Compliance, Credit Analysis, Financial Planning, Asset & Liability..., Private Equity, Valuation, FX Options, Financial Services, Portfolio Management, Fixed Income, Financial Markets, Mutual Funds, Financial Advisory, Capital Markets, Financial Analysis, Derivatives, Bonds, Financial Risk, Bloomberg, Securities, Hedge Funds, Relationship Management, Credit, Investment Banking, Commercial Banking, Loans, Retirement Planning, Financial Modeling, Equities, Treasury Management, Corporate Finance, Strategic Financial..., Commercial Lending, Trading, Financial Structuring, Series 7, Asset Management, Finance, Alternative Investments, Investment Advisory
Education
Thunderbird School of Global Management 1985 — 1986
Master of International Management
University of Miami - School of Business 1981 — 1984
Bachelor of Business Administration (BBA)
christopher columbus high school
HSBC Private Bank October 2014 - Present
Merrill Lynch October 2010 - October 2014
Merrill Lynch January 2010 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. October 2007 - October 2014
Merrill Lynch Bank & Trust Co. (Cayman) Ltd. February 1991 - October 2014
Merrill Lynch September 1988 - October 2014
Republic National Bank of Miami February 1986 - August 1988
Skills
Credit Structuring, New Business Development, Private Banking, Credit Risk, Wealth Management, Banking, LOB Management, Product and Sales..., Investments, Risk Management, Regulatory Compliance, Credit Analysis, Financial Planning, Asset & Liability..., Private Equity, Valuation, FX Options, Financial Services, Portfolio Management, Fixed Income, Financial Markets, Mutual Funds, Financial Advisory, Capital Markets, Financial Analysis, Derivatives, Bonds, Financial Risk, Bloomberg, Securities, Hedge Funds, Relationship Management, Credit, Investment Banking, Commercial Banking, Loans, Retirement Planning, Financial Modeling, Equities, Treasury Management, Corporate Finance, Strategic Financial..., Commercial Lending, Trading, Financial Structuring, Series 7, Asset Management, Finance, Alternative Investments, Investment Advisory
Education
Thunderbird School of Global Management 1985 — 1986
Master of International Management
University of Miami - School of Business 1981 — 1984
Bachelor of Business Administration (BBA)
christopher columbus high school
Diego Pivoz Diego Pivoz's HSBC Private Bank Experience July 2014 - Present
Job Head of Wealth Planning Latin America at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank July 2014 - Present
HSBC Private Bank March 2012 - June 2014
HSBC Private Bank October 2011 - March 2014
HSBC Private Bank April 2006 - September 2012
HSBC Private Bank January 2005 - March 2006
Amicorp August 2004 - October 2004
Amicorp February 2003 - August 2004
Amicorp February 2001 - February 2003
Citco Corporate and Trust 2000 - 2000
Skills
Private Banking, Wealth Management, Insurance, Wealth Management..., Wealth, Latin America, Investments, Estate Planning, Investment Advisory, Asset Management, Portfolio Management, Hedge Funds, Due Diligence
Education
Society of Trust and Estate Practitioners - Geneva, Switzerland 2006 — 2008
STEP Certificate & Diploma in International Trust Management
Universidad de Buenos Aires
Doctor of Law (JD), Law
HSBC Private Bank July 2014 - Present
HSBC Private Bank March 2012 - June 2014
HSBC Private Bank October 2011 - March 2014
HSBC Private Bank April 2006 - September 2012
HSBC Private Bank January 2005 - March 2006
Amicorp August 2004 - October 2004
Amicorp February 2003 - August 2004
Amicorp February 2001 - February 2003
Citco Corporate and Trust 2000 - 2000
Skills
Private Banking, Wealth Management, Insurance, Wealth Management..., Wealth, Latin America, Investments, Estate Planning, Investment Advisory, Asset Management, Portfolio Management, Hedge Funds, Due Diligence
Education
Society of Trust and Estate Practitioners - Geneva, Switzerland 2006 — 2008
STEP Certificate & Diploma in International Trust Management
Universidad de Buenos Aires
Doctor of Law (JD), Law
Nimay Parekh's HSBC Private Bank Experience December 2005 - February 2006
Job Advisor, CoFounder, GSP at Singularity University & Fellow at RSA
Industry Information Services
Experience
HaloDrop August 2014 - Present
Belleds Technologies March 2013 - Present
Royal Society for the encouragement of Arts, Manufactures and Commerce (The RSA) January 2013 - December 2013
FactSet Research Systems June 2010 - March 2013
Global Team Players Foundation January 2012 - December 2012
Gitanjali Gems Ltd December 2008 - June 2010
JPMorgan Chase July 2007 - November 2008
Barclays Bank June 2006 - August 2006
HSBC Private Bank December 2005 - February 2006
Skills
Financial Modeling, Business Development, Business Strategy, Entrepreneurship, Mergers, Corporate Finance, Financial Analysis, Equities, Valuation, Investment Banking, Business Analysis, Portfolio Management, Program Management, Mergers & Acquisitions, Leadership, Asset Management, Analysis, Venture Capital, Derivatives, Project Planning, Strategy, Competitive Analysis
Education
Singularity University 2014 — 2014
Graduate Studies Program '14, Exponential Technologies
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Management Information Systems, General
HaloDrop August 2014 - Present
Belleds Technologies March 2013 - Present
Royal Society for the encouragement of Arts, Manufactures and Commerce (The RSA) January 2013 - December 2013
FactSet Research Systems June 2010 - March 2013
Global Team Players Foundation January 2012 - December 2012
Gitanjali Gems Ltd December 2008 - June 2010
JPMorgan Chase July 2007 - November 2008
Barclays Bank June 2006 - August 2006
HSBC Private Bank December 2005 - February 2006
Skills
Financial Modeling, Business Development, Business Strategy, Entrepreneurship, Mergers, Corporate Finance, Financial Analysis, Equities, Valuation, Investment Banking, Business Analysis, Portfolio Management, Program Management, Mergers & Acquisitions, Leadership, Asset Management, Analysis, Venture Capital, Derivatives, Project Planning, Strategy, Competitive Analysis
Education
Singularity University 2014 — 2014
Graduate Studies Program '14, Exponential Technologies
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Management Information Systems, General
Samir Hiranandaney Samir Hiranandaney's HSBC Private Bank Experience January 2007 - December 2007
Job Business Professional
Industry Management Consulting
Experience
T-Mobile June 2015 - Present
International Cruise & Excursions, Inc. October 2014 - May 2015
Appliq LLC July 2014 - May 2015
MCI November 2010 - June 2014
MCI January 2009 - October 2010
HSBC Private Bank January 2007 - December 2007
RadioShack January 2006 - December 2006
Skills
Team Leadership, Corporate Management, Creative Problem Solving, Management, Training, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, QuickBooks, Accounting, Sales, Human Resources, Customer Service, Leadership, Project Management, Public Speaking
Education
Stony Brook University 2004 — 2010
Bachelor of Science, Business Management, specialization in Accounting
T-Mobile June 2015 - Present
International Cruise & Excursions, Inc. October 2014 - May 2015
Appliq LLC July 2014 - May 2015
MCI November 2010 - June 2014
MCI January 2009 - October 2010
HSBC Private Bank January 2007 - December 2007
RadioShack January 2006 - December 2006
Skills
Team Leadership, Corporate Management, Creative Problem Solving, Management, Training, Marketing Communications, Microsoft Excel, PowerPoint, Microsoft Office, QuickBooks, Accounting, Sales, Human Resources, Customer Service, Leadership, Project Management, Public Speaking
Education
Stony Brook University 2004 — 2010
Bachelor of Science, Business Management, specialization in Accounting
Brenda Merrill Brenda Merrill's HSBC Private Bank Experience January 1988 - June 1994
Job President and Founder, Eco Office Werks
Industry Information Technology and Services
Experience
Eco Office Werks December 2013 - Present
SoCal Office Technologies, A Xerox Company July 1994 - March 2014
Compass Sales Solutions April 2006 - February 2007
MWB Business Systems July 1994 - May 2006
HSBC Private Bank January 1988 - June 1994
Skills
Managed Print Services, Sales Process, Solution Selling, Business Development, Management, Sales Operations, Sales Management, Major Accounts, Account Management, Sales Presentations, Marketing, Pricing Strategy, Document Imaging, Key Account Management, P&L Management, New Business Development, Strategic Planning, Sales Engineering, Document Management, Customer Retention, Variable Data Printing, Channel Partners, CRM, Team Building, Competitive Analysis, Complex Sales, Major Account..., Contract Negotiation, Negotiation, Lead Generation, Managed Services, Product Marketing, Professional Services, Key Account Development, Customer Satisfaction, Strategic Partnerships, Team Leadership, Business Strategy, Relationship Management, Process Improvement, Selling Skills, Qualifying Prospects, Sales
Education
University of California, Irvine 2001 — 2003
Business Administration Certificate
CDI Technology 1986 — 1988
Victor Valley College 1984 — 1986
Eco Office Werks December 2013 - Present
SoCal Office Technologies, A Xerox Company July 1994 - March 2014
Compass Sales Solutions April 2006 - February 2007
MWB Business Systems July 1994 - May 2006
HSBC Private Bank January 1988 - June 1994
Skills
Managed Print Services, Sales Process, Solution Selling, Business Development, Management, Sales Operations, Sales Management, Major Accounts, Account Management, Sales Presentations, Marketing, Pricing Strategy, Document Imaging, Key Account Management, P&L Management, New Business Development, Strategic Planning, Sales Engineering, Document Management, Customer Retention, Variable Data Printing, Channel Partners, CRM, Team Building, Competitive Analysis, Complex Sales, Major Account..., Contract Negotiation, Negotiation, Lead Generation, Managed Services, Product Marketing, Professional Services, Key Account Development, Customer Satisfaction, Strategic Partnerships, Team Leadership, Business Strategy, Relationship Management, Process Improvement, Selling Skills, Qualifying Prospects, Sales
Education
University of California, Irvine 2001 — 2003
Business Administration Certificate
CDI Technology 1986 — 1988
Victor Valley College 1984 — 1986
Fei Annie Ran Fei Annie Ran's HSBC Private Bank Experience September 2011 - August 2013
Job CPA Student
Industry Accounting
Experience
Collins Barrow LLP January 2015 - July 2015
Fluor Driver June 2014 - September 2014
HSBC Private Bank September 2011 - August 2013
Skills
Microsoft Excel, Muliti-language, data entry, customer service, Microsoft Office, Teamwork, Microsoft Word, Management, Time Management, PowerPoint, Leadership, Project Planning, Team Leadership, Research
Education
University of Calgary 2010 — 2014
Bachelor of Commerce (B.Com.), Accounting
Nanyang Technological University 2013 — 2013
Aboard Exchange Program
Chartered Professional Accountants, Western School of Business
Collins Barrow LLP January 2015 - July 2015
Fluor Driver June 2014 - September 2014
HSBC Private Bank September 2011 - August 2013
Skills
Microsoft Excel, Muliti-language, data entry, customer service, Microsoft Office, Teamwork, Microsoft Word, Management, Time Management, PowerPoint, Leadership, Project Planning, Team Leadership, Research
Education
University of Calgary 2010 — 2014
Bachelor of Commerce (B.Com.), Accounting
Nanyang Technological University 2013 — 2013
Aboard Exchange Program
Chartered Professional Accountants, Western School of Business
Simina Bossennec Simina Bossennec's HSBC Private Bank Experience March 2014 - Present
Job Compliance Business Manager, HSBC Private Bank (Monaco)
Industry Banking
Experience
HSBC Private Bank March 2014 - Present
BPCA Private Bank Monaco February 2010 - March 2014
Banque Populaire Côte d'Azur October 2007 - January 2010
Natixis Global Asset Management January 2006 - October 2007
Crédit Foncier May 2005 - November 2005
Lycée Iuliu Maniu September 2002 - October 2004
Skills
Mergers & Acquisitions, Compliance, Operational Risk, Corporate Governance, Asset Management, Basel II, Banking, Risk Management, Internal Audit, Accounting, Financial Markets, Fraud, Operational Risk...
Education
Université d'Orléans 2004 — 2005
Master's degree, Banking and Insurrance
Institut Franco-Roumain d'Etudes Doctorales 2002 — 2004
Master's degree, Quantitative Economics and Finance
HSBC Private Bank March 2014 - Present
BPCA Private Bank Monaco February 2010 - March 2014
Banque Populaire Côte d'Azur October 2007 - January 2010
Natixis Global Asset Management January 2006 - October 2007
Crédit Foncier May 2005 - November 2005
Lycée Iuliu Maniu September 2002 - October 2004
Skills
Mergers & Acquisitions, Compliance, Operational Risk, Corporate Governance, Asset Management, Basel II, Banking, Risk Management, Internal Audit, Accounting, Financial Markets, Fraud, Operational Risk...
Education
Université d'Orléans 2004 — 2005
Master's degree, Banking and Insurrance
Institut Franco-Roumain d'Etudes Doctorales 2002 — 2004
Master's degree, Quantitative Economics and Finance
Sean Gregory Sean Gregory's HSBC Private Bank Experience September 2010 - September 2011
Job Paddock Chevrolet Service Advisor
Industry Automotive
Experience
Paddock Chevrolet May 2015 - Present
Hilton Garden Inn September 2014 - May 2015
NCAComp,Inc. September 2011 - September 2014
HSBC Private Bank September 2010 - September 2011
M/Y Double Haven November 2009 - June 2010
Skills
Business Intelligence, Customer Satisfaction, Insurance, Claims Management, Liability, Workers Compensation, Property & Casualty..., Strategic Planning, Negotiation, Team Building, Risk Management, Access, Analysis, Claim, Data Analysis, Customer Service
Education
SUNY Stony Brook 2008 — 2010
Bachelor of Science (BS), Sociology
State University of New York College at Buffalo 2006 — 2009
Bachelor of Science (BS), Sociology
CANISIUS HIGH SCHOOL 2000 — 2004
General Studies
Paddock Chevrolet May 2015 - Present
Hilton Garden Inn September 2014 - May 2015
NCAComp,Inc. September 2011 - September 2014
HSBC Private Bank September 2010 - September 2011
M/Y Double Haven November 2009 - June 2010
Skills
Business Intelligence, Customer Satisfaction, Insurance, Claims Management, Liability, Workers Compensation, Property & Casualty..., Strategic Planning, Negotiation, Team Building, Risk Management, Access, Analysis, Claim, Data Analysis, Customer Service
Education
SUNY Stony Brook 2008 — 2010
Bachelor of Science (BS), Sociology
State University of New York College at Buffalo 2006 — 2009
Bachelor of Science (BS), Sociology
CANISIUS HIGH SCHOOL 2000 — 2004
General Studies
David H. Cohen David H. Cohen's HSBC Private Bank Experience December 2013 - April 2014
Job Microsoft BI Consultant chez HSBC Private Bank
Industry Investment Banking
Experience
HSBC Private Bank December 2013 - April 2014
Carmignac Gestion May 2013 - October 2013
Banque de France April 2012 - July 2012
National Citer October 2011 - April 2012
Skills
Microsoft SQL Server, T-SQL, PL/SQL, SSIS, SSRS, SSAS 2008, TFS, VSS, Tortoise SVN, Visual Studio, Talend Open Studio, WinForms, Microsoft Office, PowerPivot
Education
Université Paris-Est Créteil (UPEC) 2007 — 2009
Master's degree, Ingénierie des systèmes
Université de Picardie Jules Verne (Amiens) 2005 — 2007
Bachelor's degree, Ingénierie des systèmes
HSBC Private Bank December 2013 - April 2014
Carmignac Gestion May 2013 - October 2013
Banque de France April 2012 - July 2012
National Citer October 2011 - April 2012
Skills
Microsoft SQL Server, T-SQL, PL/SQL, SSIS, SSRS, SSAS 2008, TFS, VSS, Tortoise SVN, Visual Studio, Talend Open Studio, WinForms, Microsoft Office, PowerPivot
Education
Université Paris-Est Créteil (UPEC) 2007 — 2009
Master's degree, Ingénierie des systèmes
Université de Picardie Jules Verne (Amiens) 2005 — 2007
Bachelor's degree, Ingénierie des systèmes
Xiangshi (Tony) Guan Xiangshi (Tony) Guan's HSBC Private Bank Experience June 2011 - July 2011
Job Margin and Security Backed Finance Risk Management at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
Citi August 2014 - February 2015
Citi June 2014 - August 2014
Consumer Credit Counseling Service of Rochester, Inc May 2012 - July 2012
HSBC Private Bank June 2011 - July 2011
Skills
R, Statistical Modeling, SAS, Statistics, SAS programming, Time Series Analysis, Data Mining, SPSS, Data Analysis, Research, Microsoft Excel, Matlab, Stata, Econometrics, Minitab
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Applied Science (BASc), Applied Math and Statistics
University of Rochester 2010 — 2014
Bachelor of Arts, Statistics
Citi February 2015 - Present
Citi August 2014 - February 2015
Citi June 2014 - August 2014
Consumer Credit Counseling Service of Rochester, Inc May 2012 - July 2012
HSBC Private Bank June 2011 - July 2011
Skills
R, Statistical Modeling, SAS, Statistics, SAS programming, Time Series Analysis, Data Mining, SPSS, Data Analysis, Research, Microsoft Excel, Matlab, Stata, Econometrics, Minitab
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Applied Science (BASc), Applied Math and Statistics
University of Rochester 2010 — 2014
Bachelor of Arts, Statistics
Sharod Tucker, MBA, CAMS Sharod Tucker, MBA, CAMS's HSBC Private Bank Experience December 2006 - February 2011
Job Financial Professional: Experienced in AML Compliance, Systems Control, and Project Management
Industry Financial Services
Experience
HSBC February 2011 - October 2012
HSBC Private Bank December 2006 - February 2011
M&T Bank August 2003 - December 2006
M&T Bank August 2001 - August 2003
Education
State University of New York at Buffalo 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Buffalo 1995 — 2001
Bachelor of Arts (BA), Economics
HSBC February 2011 - October 2012
HSBC Private Bank December 2006 - February 2011
M&T Bank August 2003 - December 2006
M&T Bank August 2001 - August 2003
Education
State University of New York at Buffalo 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Buffalo 1995 — 2001
Bachelor of Arts (BA), Economics
Renee Hoover Brehm Renee Hoover Brehm's HSBC Private Bank Experience June 2002 - June 2004
Job Data Management Associate at The CBORD Group, Inc.
Industry Events Services
Experience
The CBORD Group, Inc. March 2014 - Present
Cornell University College of Arts and Sciences October 2012 - March 2014
Groton School July 2011 - June 2012
Groton Central School August 2007 - June 2012
The CBORD Group, Inc. September 2005 - August 2007
The Carey McKinney Group June 2004 - March 2005
HSBC Private Bank June 2002 - June 2004
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Meeting Planning, Outlook, Administrative..., Corporate Events, Spreadsheets
Education
Tompkins Cortland Community College 2000 — 2002
AAS, Office Management & Administration
The CBORD Group, Inc. March 2014 - Present
Cornell University College of Arts and Sciences October 2012 - March 2014
Groton School July 2011 - June 2012
Groton Central School August 2007 - June 2012
The CBORD Group, Inc. September 2005 - August 2007
The Carey McKinney Group June 2004 - March 2005
HSBC Private Bank June 2002 - June 2004
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Meeting Planning, Outlook, Administrative..., Corporate Events, Spreadsheets
Education
Tompkins Cortland Community College 2000 — 2002
AAS, Office Management & Administration
Craig Tucker Craig Tucker's HSBC Private Bank Experience December 2008 - Present
Job SVP High Net Worth Brokerage Supervisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank December 2008 - Present
JPMorgan Chase 2002 - 2008
TD Ameritrade 1996 - 2000
Skills
Financial Services, Equities, Securities, Capital Markets, Fixed Income, Risk Management, Derivatives, Relationship Management, Investments, Alternative Investments, Mutual Funds, Private Equity, Series 7, Financial Markets, Investment Management, Emerging Markets, Structured Products, Finance, Investment Advisory, Trading, AML, Wealth Management
Education
Syracuse University 1991 — 1995
Bachelor of Science (B.S.), Marketing
HSBC Private Bank December 2008 - Present
JPMorgan Chase 2002 - 2008
TD Ameritrade 1996 - 2000
Skills
Financial Services, Equities, Securities, Capital Markets, Fixed Income, Risk Management, Derivatives, Relationship Management, Investments, Alternative Investments, Mutual Funds, Private Equity, Series 7, Financial Markets, Investment Management, Emerging Markets, Structured Products, Finance, Investment Advisory, Trading, AML, Wealth Management
Education
Syracuse University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Armando Izaguirre, MBA's HSBC Private Bank Experience June 2015 - Present
Job AVP at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank June 2015 - Present
Goldman Sachs 2013 - June 2015
BNY Mellon 2010 - 2013
BNY Mellon 2006 - 2010
Realty World International 2005 - 2006
Skills
Hedge Funds, Microsoft Office, Forex, Elliott Wave Theory, Portfolio Accounting, Bilingual-Spanish, Public Speaking, Risk Management, Financial Statements, Account Reconciliation, Fund Administration, Financial Accounting, Options, Asset Allocation, Financial Statement..., Investments, Bloomberg, Mutual Funds, Financial Analysis, Securities, Financial Reporting, Fund Accounting, Mortgage Lending, Financial Services, Accounting, Alternative Investments, Investment Management, Portfolio Management, Finance, Banking, Cash Management, Trading, Financial Risk, Fixed Income, Middle Office, Asset Management, Back Office, Wealth Management, Operational Risk, FX trading, Equities
Education
Stetson University 2009 — 2011
Masters in Business Administration, Strategic Management and Marketing
University of Central Florida 2002 — 2006
Bachelor, Finance
HSBC Private Bank June 2015 - Present
Goldman Sachs 2013 - June 2015
BNY Mellon 2010 - 2013
BNY Mellon 2006 - 2010
Realty World International 2005 - 2006
Skills
Hedge Funds, Microsoft Office, Forex, Elliott Wave Theory, Portfolio Accounting, Bilingual-Spanish, Public Speaking, Risk Management, Financial Statements, Account Reconciliation, Fund Administration, Financial Accounting, Options, Asset Allocation, Financial Statement..., Investments, Bloomberg, Mutual Funds, Financial Analysis, Securities, Financial Reporting, Fund Accounting, Mortgage Lending, Financial Services, Accounting, Alternative Investments, Investment Management, Portfolio Management, Finance, Banking, Cash Management, Trading, Financial Risk, Fixed Income, Middle Office, Asset Management, Back Office, Wealth Management, Operational Risk, FX trading, Equities
Education
Stetson University 2009 — 2011
Masters in Business Administration, Strategic Management and Marketing
University of Central Florida 2002 — 2006
Bachelor, Finance
Kelle Keeler's HSBC Private Bank Experience August 2005 - June 2006
Job Compliance Liaison Officer at Mercantil Commercebank N.A.
Industry Financial Services
Experience
Mercantil Commercebank June 2006 - Present
HSBC Private Bank August 2005 - June 2006
Mercantil Commercebank February 2003 - August 2005
Skills
Commercial Banking, Banking, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Risk Management, Credit, Business Analysis
Education
Universidad Metropolitana (VE) 1992 — 1998
Bachelor of Business Administration (BBA), Management
Mercantil Commercebank June 2006 - Present
HSBC Private Bank August 2005 - June 2006
Mercantil Commercebank February 2003 - August 2005
Skills
Commercial Banking, Banking, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Risk Management, Credit, Business Analysis
Education
Universidad Metropolitana (VE) 1992 — 1998
Bachelor of Business Administration (BBA), Management
Brette Westerlund Brette Westerlund's HSBC Private Bank Experience 2003 - 2005
Job Management Executive | Chief of Staff | Strategic Marketing | Client Relations | Career Management | Event Marketing
Industry Financial Services
Experience
BEW Consulting 2008 - Present
BNY Mellon Wealth Management April 2007 - January 2008
HSBC Private Bank 2003 - 2005
BEW Consulting 2002 - 2003
ING 2000 - 2001
Vontobel Asset Management 1998 - 2000
Brown Brothers Harriman 1995 - 1998
Skills
Marketing Strategy, CRM, Asset Managment, Leadership, Management, Recruiting, Strategic Planning, Event Management, Asset Management, Program Management, Marketing, Wealth Management, Strategy, Business Development, Product Management, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Southern Methodist University
BBA, Finance
BEW Consulting 2008 - Present
BNY Mellon Wealth Management April 2007 - January 2008
HSBC Private Bank 2003 - 2005
BEW Consulting 2002 - 2003
ING 2000 - 2001
Vontobel Asset Management 1998 - 2000
Brown Brothers Harriman 1995 - 1998
Skills
Marketing Strategy, CRM, Asset Managment, Leadership, Management, Recruiting, Strategic Planning, Event Management, Asset Management, Program Management, Marketing, Wealth Management, Strategy, Business Development, Product Management, Team Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Southern Methodist University
BBA, Finance
Armando E Gutierrez Armando E Gutierrez's HSBC Private Bank Experience 1996 - 2011
Job Vice President at Willis
Industry Insurance
Experience
Willis August 2014 - Present
Premium Finance Group November 2012 - July 2014
Northern Trust Bank February 2011 - November 2012
HSBC Private Bank 1996 - 2011
Skills
Wealth Management, Trust Services, Private Banking, High Net Worth..., Estate Planning, Wealth Management..., Asset Management, Investments, Asset Allocation, Financial Markets, Alternative Investments, Investment Advisory, Wealth, Structured Products, Investment Management, Hedge Funds, Investment Strategies, Strategic Financial..., Mutual Funds, Life Insurance, Portfolio Management, Series 7, Trusts, Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Finance, Estate Tax Planning, Financial Planners, Tax, Trust, Real Estate, Premium Financing, Tax Accounting, Commercial Real Estate, Investment Properties, Wealth Accumulation, Taxation of Trusts, Key Account Management, Tax Managers, Investment Banking, Trust Taxation, Financial Planning
Education
University of Florida 1982 — 1984
Bachelor of Science, Accounting
Belen Jesuit Prep 1975 — 1979
High School
Willis August 2014 - Present
Premium Finance Group November 2012 - July 2014
Northern Trust Bank February 2011 - November 2012
HSBC Private Bank 1996 - 2011
Skills
Wealth Management, Trust Services, Private Banking, High Net Worth..., Estate Planning, Wealth Management..., Asset Management, Investments, Asset Allocation, Financial Markets, Alternative Investments, Investment Advisory, Wealth, Structured Products, Investment Management, Hedge Funds, Investment Strategies, Strategic Financial..., Mutual Funds, Life Insurance, Portfolio Management, Series 7, Trusts, Insurance, Financial Advisory, Retirement Planning, Fixed Annuities, Finance, Estate Tax Planning, Financial Planners, Tax, Trust, Real Estate, Premium Financing, Tax Accounting, Commercial Real Estate, Investment Properties, Wealth Accumulation, Taxation of Trusts, Key Account Management, Tax Managers, Investment Banking, Trust Taxation, Financial Planning
Education
University of Florida 1982 — 1984
Bachelor of Science, Accounting
Belen Jesuit Prep 1975 — 1979
High School
Emma Gamerdinger's HSBC Private Bank Experience June 2008 - July 2008
Job Investment Solutions and Business Manager at Compagnie Monégasque de Banque
Industry Banking
Experience
Compagnie Monégasque de Banque January 2015 - Present
Compagnie Monégasque de Banque April 2014 - December 2014
Compagnie Monégasque de Banque July 2012 - April 2014
CFM MONACO December 2011 - June 2012
Association Stratefi 203 September 2010 - September 2011
Eurogroup July 2009 - September 2009
Compagnie Monégasque de Banque August 2008 - September 2008
HSBC Private Bank June 2008 - July 2008
United Nation Environmental Program Summit February 2008 - March 2008
Skills
Financial Markets, Structured Products, Investments, Derivatives, Fixed Income, Bloomberg, Equities, Portfolio Management
Education
2010 — 2011
Master 203, Financial Markets, Commodity Markets and Risk Management
Compagnie Monégasque de Banque January 2015 - Present
Compagnie Monégasque de Banque April 2014 - December 2014
Compagnie Monégasque de Banque July 2012 - April 2014
CFM MONACO December 2011 - June 2012
Association Stratefi 203 September 2010 - September 2011
Eurogroup July 2009 - September 2009
Compagnie Monégasque de Banque August 2008 - September 2008
HSBC Private Bank June 2008 - July 2008
United Nation Environmental Program Summit February 2008 - March 2008
Skills
Financial Markets, Structured Products, Investments, Derivatives, Fixed Income, Bloomberg, Equities, Portfolio Management
Education
2010 — 2011
Master 203, Financial Markets, Commodity Markets and Risk Management
Menglin Wang's HSBC Private Bank Experience January 2012 - February 2012
Job Financial Analyst at Troy Corporation
Industry Financial Services
Experience
Troy Corporation January 2015 - Present
Access Funding, LLC March 2014 - October 2014
The World Bank February 2014 - May 2014
Federal Housing Finance Agency August 2013 - October 2013
HSBC Private Bank January 2012 - February 2012
Skills
Financial Modeling, Matlab, Financial Analysis, Bloomberg Terminal, Valuation, Data Analysis, Eviews, Microsoft Excel, Microsoft Office, Finance, Bloomberg, PowerPoint, Corporate Finance, Mandarin, SQL
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master, Finance, 3.85
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Troy Corporation January 2015 - Present
Access Funding, LLC March 2014 - October 2014
The World Bank February 2014 - May 2014
Federal Housing Finance Agency August 2013 - October 2013
HSBC Private Bank January 2012 - February 2012
Skills
Financial Modeling, Matlab, Financial Analysis, Bloomberg Terminal, Valuation, Data Analysis, Eviews, Microsoft Excel, Microsoft Office, Finance, Bloomberg, PowerPoint, Corporate Finance, Mandarin, SQL
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master, Finance, 3.85
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Linda Qian Linda Qian's HSBC Private Bank Experience June 2009 - August 2009
Job Investment Banking Analyst
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Credit Suisse July 2015 - Present
Bruin Consulting September 2012 - March 2015
Credit Suisse June 2014 - August 2014
Wells Fargo Advisors July 2013 - March 2014
Bank of China July 2012 - September 2012
Luxshare ICT December 2011 - January 2012
Shad Valley International July 2010 - August 2010
South Source Newspaper September 2009 - June 2010
Royal Canadian Air Cadets September 2005 - June 2010
HSBC Private Bank June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Training, Leadership, CRM, Management, Team Leadership, Data Analysis, Financial Analysis, Presentations, Finance, Marketing, Market Research, Negotiation, Management Consulting, Financial Modeling
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting, 3.8
Burnaby South Secondary 2006 — 2011
Carola Luque Carola Luque's HSBC Private Bank Experience March 2008 - Present
Job Vice President, Product Specialist at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2008 - Present
Bank Boston Private Bank April 2005 - August 2007
Banco de Crédito BCP September 2003 - April 2005
Skills
Portfolio Management, Fixed Income, Wealth Management, Derivatives, Equities, Product Specialists, Product Management, Asset Allocation, Training, Private Banking, Financial Markets, Hedge Funds, Alternative Investments, Series 7, Structured Products, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Investments and Securities
Universidad de Lima / University of Lima 1991 — 1996
Bachelor of Business Administration (BBA), Marketing
HSBC Private Bank March 2008 - Present
Bank Boston Private Bank April 2005 - August 2007
Banco de Crédito BCP September 2003 - April 2005
Skills
Portfolio Management, Fixed Income, Wealth Management, Derivatives, Equities, Product Specialists, Product Management, Asset Allocation, Training, Private Banking, Financial Markets, Hedge Funds, Alternative Investments, Series 7, Structured Products, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
Master of Business Administration (MBA), Investments and Securities
Universidad de Lima / University of Lima 1991 — 1996
Bachelor of Business Administration (BBA), Marketing
Chengbo Zhang Chengbo Zhang's HSBC Private Bank Experience June 2010 - August 2010
Job Student at uiuc
Industry Banking
Experience
HSBC Private Bank June 2010 - August 2010
Industrial and Commercial Bank of China February 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Java
Education
uiuc 2011 — 2012
Master of Science (MS), Business Administration and Management, General
Shanghai Tongji University 2006 — 2010
Bachelor's degree, Finance, General
HSBC Private Bank June 2010 - August 2010
Industrial and Commercial Bank of China February 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Java
Education
uiuc 2011 — 2012
Master of Science (MS), Business Administration and Management, General
Shanghai Tongji University 2006 — 2010
Bachelor's degree, Finance, General
Carmen Santiago Carmen Santiago's HSBC Private Bank Experience June 2002 - July 2003
Job Trade Support/Settlements Specialist/Operations Analyst
Industry Financial Services
Experience
AVP GLOBAL INVESTMENTS OPERATIONS SPECIALIST January 2013 - April 2014
ALLIANCE BERNSTIEN LP May 2012 - October 2012
UBS-SWISS BANK USA June 2011 - November 2011
Royal Bank of Scotland October 2010 - August 2011
WYCOFF HEIGHTS MEDICAL CENTER -REGULATORY SERVICES March 2009 - September 2009
HSBC Securities 2007 - 2008
ADP CLEARING AND OUTSOURCING SERVICES-BROADRIDGE January 2006 - January 2007
Deutsche Bank August 2004 - February 2006
Deutsche Bank August 2004 - February 2006
HSBC Private Bank June 2002 - July 2003
Skills
Euroclear, Lotus Notes, Calypso, TRACS, Loanet, Bloomberg, SWIFT payments, DTC, Summit, Bony Fed GSCX, DTCC, Outlook, Microsoft Office, Microsoft Excel, Access, Derivatives, Middle Office, Fixed Income, Prime Brokerage, Securities, FX Options, Equities, Settlement, Back Office, Securities Lending, Electronic Trading, Swaps, Investment Banking, Financial Services, Banking, Financial Markets, Credit Derivatives, Collateral Management, Equity Derivatives, Trading, AML, Corporate Actions, Account Reconciliation, Capital Markets, Investments, Money Market, Hedge Funds, Mutual Funds, Trading Systems, Asset Management, Options, Bonds, Bloomberg Terminal, Currency, Credit
Education
State University of New York Empire State College 2010 — 2014
BS FINANCE, FINANCE, MANAGMENT
BRAMSON-ORT COLLEGE 2009 — 2009
CERTIFICATE, ACCOUNTING
AVP GLOBAL INVESTMENTS OPERATIONS SPECIALIST January 2013 - April 2014
ALLIANCE BERNSTIEN LP May 2012 - October 2012
UBS-SWISS BANK USA June 2011 - November 2011
Royal Bank of Scotland October 2010 - August 2011
WYCOFF HEIGHTS MEDICAL CENTER -REGULATORY SERVICES March 2009 - September 2009
HSBC Securities 2007 - 2008
ADP CLEARING AND OUTSOURCING SERVICES-BROADRIDGE January 2006 - January 2007
Deutsche Bank August 2004 - February 2006
Deutsche Bank August 2004 - February 2006
HSBC Private Bank June 2002 - July 2003
Skills
Euroclear, Lotus Notes, Calypso, TRACS, Loanet, Bloomberg, SWIFT payments, DTC, Summit, Bony Fed GSCX, DTCC, Outlook, Microsoft Office, Microsoft Excel, Access, Derivatives, Middle Office, Fixed Income, Prime Brokerage, Securities, FX Options, Equities, Settlement, Back Office, Securities Lending, Electronic Trading, Swaps, Investment Banking, Financial Services, Banking, Financial Markets, Credit Derivatives, Collateral Management, Equity Derivatives, Trading, AML, Corporate Actions, Account Reconciliation, Capital Markets, Investments, Money Market, Hedge Funds, Mutual Funds, Trading Systems, Asset Management, Options, Bonds, Bloomberg Terminal, Currency, Credit
Education
State University of New York Empire State College 2010 — 2014
BS FINANCE, FINANCE, MANAGMENT
BRAMSON-ORT COLLEGE 2009 — 2009
CERTIFICATE, ACCOUNTING
Njambi Hooks Njambi Hooks's HSBC Private Bank Experience August 2007 - January 2012
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Fidelity Investments November 2014 - Present
Beacon Pointe Wealth Advisors October 2013 - November 2014
Fidelity Investments January 2012 - October 2013
HSBC Private Bank August 2007 - January 2012
Wells Fargo May 2005 - August 2007
Wells Fargo September 1999 - May 2005
Skills
Uniform Combined State..., Series 7, CRM, Wealth Management, Financial Analysis, Equities, Business Development, Financial Risk, Investments, Series 66, CA Insurance License, Banking
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Global and International Studies; an emphasis on Socioeconomics and Politics
Hoa Phan Hoa Phan's HSBC Private Bank Experience July 2009 - August 2009
Job Credit Analyst/ Sales Associate at Independence Fish Company
Industry Food Production
Experience
Independence Fish Company August 2010 - Present
HSBC Private Bank July 2009 - August 2009
DLA Piper May 2009 - June 2009
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor's, Finance, International Business
Independence Fish Company August 2010 - Present
HSBC Private Bank July 2009 - August 2009
DLA Piper May 2009 - June 2009
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor's, Finance, International Business
Lisa Reinhart Lisa Reinhart's HSBC Private Bank Experience May 1982 - September 1987
Job Data Base Manager at SABAH
Industry Nonprofit Organization Management
Experience
SABAH January 2005 - Present
Emedco January 1991 - December 2004
HSBC Private Bank May 1982 - September 1987
Education
Buffalo State College 1978 — 1982
Bachelor of Science, Information Systems Management
Williamsville South High School 1974 — 1978
High School Diploma
SABAH January 2005 - Present
Emedco January 1991 - December 2004
HSBC Private Bank May 1982 - September 1987
Education
Buffalo State College 1978 — 1982
Bachelor of Science, Information Systems Management
Williamsville South High School 1974 — 1978
High School Diploma
Yancey Wade Yancey Wade's HSBC Private Bank Experience April 2014 - Present
Job Relationship Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
Kenneth Brauza's HSBC Private Bank Experience June 1979 - March 1995
Job Strategic Sourcing Manager at JLL
Industry Facilities Services
Experience
JLL September 2013 - Present
JLL October 2010 - September 2013
Oracle America, Inc February 2010 - May 2010
Sun Microsystems September 1999 - March 2010
Johnson Controls August 1995 - September 1999
HSBC Private Bank June 1979 - March 1995
Skills
Facilities Management, Asset Management, Real Estate, Customer Relations, Corporate Real Estate, Operations Management, Budgeting, Contract Management, Forecasting, Vendor Management, Outsourcing, Program Management, Start-ups, Property Management, Portfolio Management, Management, Project Management, Budgets, Change Management, Contract Negotiation, Process Improvement, Training, Project Planning
Education
State University of New York at Buffalo - School of Management 1976 — 1980
BS, Accounting/ Business Administration
JLL September 2013 - Present
JLL October 2010 - September 2013
Oracle America, Inc February 2010 - May 2010
Sun Microsystems September 1999 - March 2010
Johnson Controls August 1995 - September 1999
HSBC Private Bank June 1979 - March 1995
Skills
Facilities Management, Asset Management, Real Estate, Customer Relations, Corporate Real Estate, Operations Management, Budgeting, Contract Management, Forecasting, Vendor Management, Outsourcing, Program Management, Start-ups, Property Management, Portfolio Management, Management, Project Management, Budgets, Change Management, Contract Negotiation, Process Improvement, Training, Project Planning
Education
State University of New York at Buffalo - School of Management 1976 — 1980
BS, Accounting/ Business Administration
Peter L. Berg Peter L. Berg's HSBC Private Bank Experience August 2007 - August 2008
Job Pershing Advisor Solutions a BNY Mellon company, Vice President
Industry Investment Management
Experience
Pershing, a BNY Mellon company April 2010 - Present
Boston Light Investments, LLC August 2009 - April 2010
HSBC Private Bank August 2007 - August 2008
Schwab Institutional June 2000 - March 2007
SCHWAB INSTITUTIONAL (SI) 2000 - 2007
Investors Bank & Trust April 1994 - June 2000
Education
University of Massachusetts, Amherst 1971 — 1975
BS, Economics
Pershing, a BNY Mellon company April 2010 - Present
Boston Light Investments, LLC August 2009 - April 2010
HSBC Private Bank August 2007 - August 2008
Schwab Institutional June 2000 - March 2007
SCHWAB INSTITUTIONAL (SI) 2000 - 2007
Investors Bank & Trust April 1994 - June 2000
Education
University of Massachusetts, Amherst 1971 — 1975
BS, Economics
Frederica PALMER Frederica PALMER's HSBC Private Bank Experience May 2009 - June 2009
Job Event Coordinator chez Fairmont Monte Carlo
Industry Research
Experience
Grimaldi Forum Monaco November 2011 - Present
Fairmont Monte Carlo January 2015 - July 2015
Fairmont Monte Carlo July 2014 - December 2014
Monte-Carlo SBM / Société des Bains de Mer May 2013 - July 2013
CCA International January 2012 - June 2012
Societe marseillaise de credit June 2010 - August 2010
HSBC Private Bank May 2009 - June 2009
Skills
Gestion d'évènement, Management, Travail d'équipe, Communication marketing, Corporate Events, Microsoft Excel, Hôtels de luxe, Communication, Relations clients
Education
SKEMA Business School 2013 — 2014
Bachelor's degree, Business Administration, GPA : 3,26/4
University of Westminster 2012 — 2013
SKEMA Bachelor 2009 — 2011
Bachelor of Business Administration (BBA), International Business
Grimaldi Forum Monaco November 2011 - Present
Fairmont Monte Carlo January 2015 - July 2015
Fairmont Monte Carlo July 2014 - December 2014
Monte-Carlo SBM / Société des Bains de Mer May 2013 - July 2013
CCA International January 2012 - June 2012
Societe marseillaise de credit June 2010 - August 2010
HSBC Private Bank May 2009 - June 2009
Skills
Gestion d'évènement, Management, Travail d'équipe, Communication marketing, Corporate Events, Microsoft Excel, Hôtels de luxe, Communication, Relations clients
Education
SKEMA Business School 2013 — 2014
Bachelor's degree, Business Administration, GPA : 3,26/4
University of Westminster 2012 — 2013
SKEMA Bachelor 2009 — 2011
Bachelor of Business Administration (BBA), International Business
Emily DeRosa Emily DeRosa's HSBC Private Bank Experience August 2013 - Present
Job IntraGroup Sales at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank August 2013 - Present
Skills
Banking, Financial Analysis, Risk Management
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
HSBC Private Bank August 2013 - Present
Skills
Banking, Financial Analysis, Risk Management
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Stefano Maltes's HSBC Private Bank Experience January 2014 - Present
Job KYC Analyst at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2014 - Present
Santander Private Banking International November 2013 - January 2014
Burson-Marsteller November 2012 - April 2013
Santander Bank, N.A. January 2012 - June 2012
Banco Popular Dominicano June 2010 - August 2010
Banco Popular Dominicano June 2009 - August 2009
Skills
Market Research, Marketing Strategy, Financial Analysis, Finance, Product Marketing, Banking, Microsoft Excel, Microsoft Office, Financial Services, Market Analysis, Research, Data Analysis, Project Planning, Due Diligence
Education
Suffolk University 2008 — 2012
Bachelor of Science in Business Administration, Major in Marketing and Minor in Finance
Carol Morgan School 1994 — 2008
Diploma, High School
HSBC Private Bank January 2014 - Present
Santander Private Banking International November 2013 - January 2014
Burson-Marsteller November 2012 - April 2013
Santander Bank, N.A. January 2012 - June 2012
Banco Popular Dominicano June 2010 - August 2010
Banco Popular Dominicano June 2009 - August 2009
Skills
Market Research, Marketing Strategy, Financial Analysis, Finance, Product Marketing, Banking, Microsoft Excel, Microsoft Office, Financial Services, Market Analysis, Research, Data Analysis, Project Planning, Due Diligence
Education
Suffolk University 2008 — 2012
Bachelor of Science in Business Administration, Major in Marketing and Minor in Finance
Carol Morgan School 1994 — 2008
Diploma, High School
Sharina Reza Sharina Reza's HSBC Private Bank Experience May 2012 - September 2013
Job Customer Service Representative at HSBC Private Bank
Industry Health, Wellness and Fitness
Experience
Equinox July 2011 - Present
HSBC Private Bank May 2012 - September 2013
Hot Topic November 2006 - August 2011
Cathay Home Fashions Inc. January 2011 - May 2011
HSBC June 2005 - 2005
Skills
Microsoft Office, Mac OS, Google Docs, Sales, Customer Service, Social Media, Facebook, Customer Satisfaction, Market Research, Social Networking, CRM, Merchandising, Time Management, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Management
Information Technology High School 2003 — 2007
Equinox July 2011 - Present
HSBC Private Bank May 2012 - September 2013
Hot Topic November 2006 - August 2011
Cathay Home Fashions Inc. January 2011 - May 2011
HSBC June 2005 - 2005
Skills
Microsoft Office, Mac OS, Google Docs, Sales, Customer Service, Social Media, Facebook, Customer Satisfaction, Market Research, Social Networking, CRM, Merchandising, Time Management, PowerPoint, Public Speaking, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
Management
Information Technology High School 2003 — 2007
Charlie Hulley Charlie Hulley's HSBC Private Bank Experience 2007 - December 2011
Job Executive Director at JP Morgan
Industry Investment Management
Experience
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
J.P. Morgan December 2011 - Present
HSBC Private Bank 2007 - December 2011
Northern Trust September 2005 - September 2007
Adams Harkness (now Canaccord Genuity) 2002 - 2005
Yipes Enterprise Services(acquired by Reliance Telecom) 1999 - 2002
Mitsui & Co., Ltd. 1988 - 1998
Brown Brothers Harriman 1986 - 1988
Skills
Investments, Private Equity, Equities, Investment Management, Asset Management, Business Development, Investment Banking, Portfolio Management, Asset Managment, Alternative Investments, Wealth Management, Strategic Partnerships, Private Banking, Risk Management, Financial Services, Relationship Management, Hedge Funds
Education
St. Albans
The George Washington University - School of Business
MBA
University of California, Berkeley
BA
Crystal Anderson Crystal Anderson's HSBC Private Bank Experience September 2005 - March 2011
Job Senior Manager, Internet Banking & Mobile Channels at HSBC
Industry Banking
Experience
HSBC April 2012 - Present
HSBC March 2011 - April 2012
HSBC Private Bank September 2005 - March 2011
RBC Royal Bank September 2003 - September 2005
ADP July 2002 - September 2003
RBC Capital Markets April 2001 - August 2001
Skills
Competitive Analysis, Business Analysis, Customer Experience, Performance Management, Digital Banking, Multi-Channel Banking, Strategic Planning, Leadership, Project Management, Channel Enablement, Business Change..., Operational Execution, Staff Mentoring, Relationship Developer, Digital Marketing, Vendor Management, IT Management, CRM, Internet Banking, Change Management, Mobile Devices, Banking, Risk Management, Business Process..., Process Improvement, Requirements Analysis, SDLC, Business Development, Team Leadership
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate
Project Management Institute 2009 — 2009
PMP Credential
HSBC Six Sigma 2006 — 2006
Green Belt
University of Waterloo 1998 — 2002
B.Sc.
HSBC April 2012 - Present
HSBC March 2011 - April 2012
HSBC Private Bank September 2005 - March 2011
RBC Royal Bank September 2003 - September 2005
ADP July 2002 - September 2003
RBC Capital Markets April 2001 - August 2001
Skills
Competitive Analysis, Business Analysis, Customer Experience, Performance Management, Digital Banking, Multi-Channel Banking, Strategic Planning, Leadership, Project Management, Channel Enablement, Business Change..., Operational Execution, Staff Mentoring, Relationship Developer, Digital Marketing, Vendor Management, IT Management, CRM, Internet Banking, Change Management, Mobile Devices, Banking, Risk Management, Business Process..., Process Improvement, Requirements Analysis, SDLC, Business Development, Team Leadership
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate
Project Management Institute 2009 — 2009
PMP Credential
HSBC Six Sigma 2006 — 2006
Green Belt
University of Waterloo 1998 — 2002
B.Sc.
Lina Miramontes Lina Miramontes's HSBC Private Bank Experience January 1997 - September 2005
Job Sales Associate Realtor at ERA Sellers, Buyers and Associates
Industry Real Estate
Experience
BIC Real Estate El Paso Texas August 2010 - Present
ERA Sellers, Buyers and Associates August 2010 - Present
Century 21 Paul Todd January 2009 - August 2010
HSBC Private Bank January 1997 - September 2005
Education
Tecnológico de Monterrey 1997 — 2002
MBA, Master in Business Administration
BIC Real Estate El Paso Texas August 2010 - Present
ERA Sellers, Buyers and Associates August 2010 - Present
Century 21 Paul Todd January 2009 - August 2010
HSBC Private Bank January 1997 - September 2005
Education
Tecnológico de Monterrey 1997 — 2002
MBA, Master in Business Administration
Tibor Szikszai Tibor Szikszai's HSBC Private Bank Experience March 2011 - April 2013
Job Senior Vice President at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2013 - Present
HSBC Private Bank March 2011 - April 2013
Blackrock Asset Management North Asia Ltd. January 2009 - May 2011
Barclays Global Investors June 1996 - December 2008
Sierra Systems February 1995 - June 1996
Weldwood of Canada December 1992 - February 1995
Komenda Capital Corporation March 1992 - December 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Asset Management, Financial Services, Trading Systems, Back Office, Banking, Finance, Project Portfolio..., ETFs, Cash Management, Commercial Banking, Securities Lending
Education
The University of British Columbia 1988 — 1993
Bachelor of Education (BEd); Diploma of Special Education, Special Education and Teaching, Kindergarten to 8th grade
University of British Columbia 1989 — 1992
Master of Science
University of West Hungary 1983 — 1988
B. Sc.
Bank of the West May 2013 - Present
HSBC Private Bank March 2011 - April 2013
Blackrock Asset Management North Asia Ltd. January 2009 - May 2011
Barclays Global Investors June 1996 - December 2008
Sierra Systems February 1995 - June 1996
Weldwood of Canada December 1992 - February 1995
Komenda Capital Corporation March 1992 - December 1992
Skills
Fixed Income, Equities, Portfolio Management, Trading, Asset Management, Financial Services, Trading Systems, Back Office, Banking, Finance, Project Portfolio..., ETFs, Cash Management, Commercial Banking, Securities Lending
Education
The University of British Columbia 1988 — 1993
Bachelor of Education (BEd); Diploma of Special Education, Special Education and Teaching, Kindergarten to 8th grade
University of British Columbia 1989 — 1992
Master of Science
University of West Hungary 1983 — 1988
B. Sc.
siyun guan siyun guan's HSBC Private Bank Experience July 2007 - March 2008
Job Credit Analyst at Malabs
Industry Education Management
Experience
Malabs June 2011 - Present
Ivy Review May 2011 - October 2011
University of California at San Diego November 2009 - June 2011
Center for Creative Leadership August 2010 - May 2011
New Oriental Education & Technology Group (NYSE:EDU) February 2009 - July 2009
HSBC Private Bank July 2007 - March 2008
Bank of China July 2007 - September 2007
CMP Asia August 2006 - October 2006
Education
UC San Diego School of Global Policy and Strategy (GPS) 2009 — 2011
Master, International Economics, International Management
Malabs June 2011 - Present
Ivy Review May 2011 - October 2011
University of California at San Diego November 2009 - June 2011
Center for Creative Leadership August 2010 - May 2011
New Oriental Education & Technology Group (NYSE:EDU) February 2009 - July 2009
HSBC Private Bank July 2007 - March 2008
Bank of China July 2007 - September 2007
CMP Asia August 2006 - October 2006
Education
UC San Diego School of Global Policy and Strategy (GPS) 2009 — 2011
Master, International Economics, International Management
Gustavo Bustamante Gustavo Bustamante's HSBC Private Bank Experience April 2011 - Present
Job VP Business Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank April 2011 - Present
Banco Santander International February 2008 - March 2011
Temenos October 2006 - February 2008
BankBoston International January 2000 - October 2006
BankBoston Argentina August 1992 - January 2000
Skills
Forecasting, Internal Controls, Accounting, Analysis, Banking, Budgets, Business Analysis, Credit, Databases, Finance, Financial Analysis, Financial Modeling, Financial Risk, Leadership, MIS, Loans, Management, Microsoft Office, Portfolio Management, Private Banking, Process Improvement, Project Management, Risk Management, Sales
Education
University of Buenos Aires 1990 — 1995
Public Accountant, Accounting
HSBC Private Bank April 2011 - Present
Banco Santander International February 2008 - March 2011
Temenos October 2006 - February 2008
BankBoston International January 2000 - October 2006
BankBoston Argentina August 1992 - January 2000
Skills
Forecasting, Internal Controls, Accounting, Analysis, Banking, Budgets, Business Analysis, Credit, Databases, Finance, Financial Analysis, Financial Modeling, Financial Risk, Leadership, MIS, Loans, Management, Microsoft Office, Portfolio Management, Private Banking, Process Improvement, Project Management, Risk Management, Sales
Education
University of Buenos Aires 1990 — 1995
Public Accountant, Accounting
Robert Gordon-Brown, CFA Robert Gordon-Brown, CFA's HSBC Private Bank Experience April 2002 - December 2006
Job at UBS Financial Services Inc.
Industry Banking
Experience
UBS Financial Services Inc. September 2010 - Present
Safdié Investment Services Corp July 2007 - April 2010
HSBC Private Bank April 2002 - December 2006
HSBC Investment Ltd plc September 2000 - March 2002
Education
University of Cape Town 1995 — 1998
Bachelor of Business Science, Finance and Investments
UBS Financial Services Inc. September 2010 - Present
Safdié Investment Services Corp July 2007 - April 2010
HSBC Private Bank April 2002 - December 2006
HSBC Investment Ltd plc September 2000 - March 2002
Education
University of Cape Town 1995 — 1998
Bachelor of Business Science, Finance and Investments
Jaime Carvallo Jaime Carvallo's HSBC Private Bank Experience January 2005 - September 2007
Job Cofounder at Park Sutton Advisors, LLC
Industry Banking
Experience
Park Sutton Advisors, LLC April 2008 - Present
Deutsche Bank Trust Company, N.A. October 2007 - March 2008
HSBC Private Bank January 2005 - September 2007
The Citigroup Private Bank July 2001 - December 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Asset Management, Equities, Investments, Strategy, Private Equity, Wealth Management, Financial Services, Commercial Lending, Private Banking, Estate Planning
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance
Universidad de Lima / University of Lima 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Park Sutton Advisors, LLC April 2008 - Present
Deutsche Bank Trust Company, N.A. October 2007 - March 2008
HSBC Private Bank January 2005 - September 2007
The Citigroup Private Bank July 2001 - December 2004
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Asset Management, Equities, Investments, Strategy, Private Equity, Wealth Management, Financial Services, Commercial Lending, Private Banking, Estate Planning
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance
Universidad de Lima / University of Lima 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Jamie Willison Jamie Willison's HSBC Private Bank Experience July 2007 - July 2008
Job Business Manager at Daymon Worldwide
Industry Consumer Goods
Experience
Daymon Worldwide August 2008 - Present
Daymon Worldwide March 2010 - November 2012
Daymon Worldwide August 2008 - March 2010
HSBC Private Bank July 2007 - July 2008
Skills
Cross-functional Team..., Management, Forecasting, Product Development, Frozen Food, Analytics, Budget Management, Grocery Industry, Sales Presentations, Product Marketing, Supply Chain Management
Education
University at Buffalo
Bachelor's degree, Business Administration and Management, General
Daymon Worldwide August 2008 - Present
Daymon Worldwide March 2010 - November 2012
Daymon Worldwide August 2008 - March 2010
HSBC Private Bank July 2007 - July 2008
Skills
Cross-functional Team..., Management, Forecasting, Product Development, Frozen Food, Analytics, Budget Management, Grocery Industry, Sales Presentations, Product Marketing, Supply Chain Management
Education
University at Buffalo
Bachelor's degree, Business Administration and Management, General
Fernando Munoz de Cote's HSBC Private Bank Experience January 2001 - August 2004
Job PM Senior Business Development
Industry Construction
Experience
Fast Track Development November 2013 - February 2015
SerVantage Group September 2012 - November 2013
Quantum Ground Services Inc April 2008 - July 2012
TD Canada Trust September 2008 - July 2010
Servpro Cleaning January 2007 - August 2008
HSBC Private Bank January 2001 - August 2004
Skills
Investments, Financial Analysis, Business Planning, Risk Management, New Business Development, Strategic Planning, Business Process, Negotiation, Budgets, Mergers & Acquisitions, Team Building, Management Consulting, Sales Management, Coaching, Customer Service, Sales, Account Management, Marketing Strategy, Project Management, Contract Negotiation, Portfolio Management, Forecasting, Strategic Financial..., Change Management, Leadership, Accounting, Operations Management, Team Leadership, Analysis, Strategy, Financial Planning, Management, Marketing, Training, Contract Management, Project Planning, Microsoft Office, Construction, Business Development, Business Strategy, Construction Management, Customer Satisfaction, Purchasing
Education
BOW VALLEY 2009 — 2010
Immigration Consultant
University of Toronto 2005 — 2006
CSC, Business Administration
Universidad Anáhuac 1989 — 1993
Bachelor of Business Administration (B.B.A.), Tourism and Travel Services Marketing Operations
Instituto Cumbres 1986 — 1989
Bachelor of Business Administration (BBA), High School/Secondary Diplomas and Certificates
Universidad Iberoamericana, Ciudad de México 1982 — 1983
Restaurant Managment, Service / Hospitality
Fast Track Development November 2013 - February 2015
SerVantage Group September 2012 - November 2013
Quantum Ground Services Inc April 2008 - July 2012
TD Canada Trust September 2008 - July 2010
Servpro Cleaning January 2007 - August 2008
HSBC Private Bank January 2001 - August 2004
Skills
Investments, Financial Analysis, Business Planning, Risk Management, New Business Development, Strategic Planning, Business Process, Negotiation, Budgets, Mergers & Acquisitions, Team Building, Management Consulting, Sales Management, Coaching, Customer Service, Sales, Account Management, Marketing Strategy, Project Management, Contract Negotiation, Portfolio Management, Forecasting, Strategic Financial..., Change Management, Leadership, Accounting, Operations Management, Team Leadership, Analysis, Strategy, Financial Planning, Management, Marketing, Training, Contract Management, Project Planning, Microsoft Office, Construction, Business Development, Business Strategy, Construction Management, Customer Satisfaction, Purchasing
Education
BOW VALLEY 2009 — 2010
Immigration Consultant
University of Toronto 2005 — 2006
CSC, Business Administration
Universidad Anáhuac 1989 — 1993
Bachelor of Business Administration (B.B.A.), Tourism and Travel Services Marketing Operations
Instituto Cumbres 1986 — 1989
Bachelor of Business Administration (BBA), High School/Secondary Diplomas and Certificates
Universidad Iberoamericana, Ciudad de México 1982 — 1983
Restaurant Managment, Service / Hospitality
Chad Wiebe Chad Wiebe's HSBC Private Bank Experience October 2012 - June 2013
Job Consultant with Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group July 2013 - Present
HSBC Private Bank October 2012 - June 2013
The Birchwood Group April 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales, Customer Retention, Financial Analysis, Banking, Commercial Banking, Credit, Life Insurance, Investments, High Net Worth..., Strategic Financial..., Finance, Wealth Management..., Mutual Funds, Strategic Investment, Financial Advisory, Financial Planning, Portfolio Management, Negotiation
Education
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing/ Finance
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing
Mennonite Brethren Collegiate Institute 2000 — 2006
High School Diploma
Investors Group July 2013 - Present
HSBC Private Bank October 2012 - June 2013
The Birchwood Group April 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales, Customer Retention, Financial Analysis, Banking, Commercial Banking, Credit, Life Insurance, Investments, High Net Worth..., Strategic Financial..., Finance, Wealth Management..., Mutual Funds, Strategic Investment, Financial Advisory, Financial Planning, Portfolio Management, Negotiation
Education
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing/ Finance
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing
Mennonite Brethren Collegiate Institute 2000 — 2006
High School Diploma
Nese Akyol Nese Akyol's HSBC Private Bank Experience October 2013 - Present
Job Personal Banker at HSBC Private Bank
Industry Marketing and Advertising
Experience
HSBC Private Bank October 2013 - Present
HOLMAN EXHIBITS March 2013 - August 2013
Millenium Research Group December 2010 - November 2012
Barrows February 2007 - September 2009
Toys R Us 2006 - 2007
OPTIMUM MEDIA DIRECTION 2002 - 2005
Skills
Account Management, Customer Service, Customer Relations, Advertising, Market Research, Marketing Management, International Sales &..., Sales Management, Administration, Marketing Communications, Event Management, System Administration, Management, Social Media Marketing, Digital Marketing, Retail, Marketing Strategy, Training, Marketing, Project Management, New Business Development, Project Planning, Analysis, Research, Negotiation, Strategic Planning, Public Relations, Budgets, Sales, Time Management, Microsoft Office, Market Planning, Team Leadership, Team Management, Microsoft Excel, Brand Management, Social Media, Marketing Research, Business Development, Brand Development
Education
University of Toronto 2011 — 2012
Cert., Marketing
Newport International University 2003 — 2007
BA, 3.75 / 4.0, Human Behaviour
University of Cambridge 1997 — 2000
Teaching English as a Second or Foreign Language/ESL Language Instructor, Cambridge Examination in English for Language Teachers (CEELT)
HSBC Private Bank October 2013 - Present
HOLMAN EXHIBITS March 2013 - August 2013
Millenium Research Group December 2010 - November 2012
Barrows February 2007 - September 2009
Toys R Us 2006 - 2007
OPTIMUM MEDIA DIRECTION 2002 - 2005
Skills
Account Management, Customer Service, Customer Relations, Advertising, Market Research, Marketing Management, International Sales &..., Sales Management, Administration, Marketing Communications, Event Management, System Administration, Management, Social Media Marketing, Digital Marketing, Retail, Marketing Strategy, Training, Marketing, Project Management, New Business Development, Project Planning, Analysis, Research, Negotiation, Strategic Planning, Public Relations, Budgets, Sales, Time Management, Microsoft Office, Market Planning, Team Leadership, Team Management, Microsoft Excel, Brand Management, Social Media, Marketing Research, Business Development, Brand Development
Education
University of Toronto 2011 — 2012
Cert., Marketing
Newport International University 2003 — 2007
BA, 3.75 / 4.0, Human Behaviour
University of Cambridge 1997 — 2000
Teaching English as a Second or Foreign Language/ESL Language Instructor, Cambridge Examination in English for Language Teachers (CEELT)
Dawn Felix, FLMI, UND, ACS's HSBC Private Bank Experience February 2003 - September 2007
Job Administrative Associate at NYC Department of Design and Construction
Industry Human Resources
Experience
NYC Department of Design and Construction August 2015 - Present
NYC Human Resources Administration July 2012 - Present
HSBC Private Bank February 2003 - September 2007
NALICO 1981 - 2001
Skills
PowerPoint, Microsoft Excel, Administrative..., Microsoft Word, Microsoft Office, Outlook, Public Speaking, Strategic Planning, Banking, Spreadsheets, Customer Service, Supervisory Skills, Underwriting, Coaching, Policy, Program Management, Insurance, Compliance, Excel, Problem Solving, Word, Research, Administrative...
Education
College of New Rochelle 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
LOMA - Atlanta, Georgia
FLMI, ACS, UND, Insurance and Finance
NYC Department of Design and Construction August 2015 - Present
NYC Human Resources Administration July 2012 - Present
HSBC Private Bank February 2003 - September 2007
NALICO 1981 - 2001
Skills
PowerPoint, Microsoft Excel, Administrative..., Microsoft Word, Microsoft Office, Outlook, Public Speaking, Strategic Planning, Banking, Spreadsheets, Customer Service, Supervisory Skills, Underwriting, Coaching, Policy, Program Management, Insurance, Compliance, Excel, Problem Solving, Word, Research, Administrative...
Education
College of New Rochelle 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
LOMA - Atlanta, Georgia
FLMI, ACS, UND, Insurance and Finance
Roman JANECEK Roman JANECEK's HSBC Private Bank Experience May 2003 - December 2005
Job Directeur adjoint, RESPONSABLE POLE CONFORMITE ET FICHIER CENTRAL chez Societe Générale Monaco
Industry Banking
Experience
Societe Generale January 2011 - Present
ASSOCIATION MONEGASQUE DES COMPLIANCE OFFICERS January 2008 - Present
BNP Paribas December 2009 - December 2010
FORTIS November 2006 - December 2009
Capitalia September 2006 - November 2006
HSBC Private Bank May 2003 - December 2005
Banque du Gothard November 2000 - May 2003
Skills
Banque, Gestion des risques, Marché financier, Banque privée, Anti blanchiment..., Marché des capitaux, Risque opérationnel, Produits dérivés, Gestion d'actifs
Education
1994 — 2000
DEA DROIT PRIVE, DROIT
first finance
certification AMF
Conservatoire National des Arts et Métiers / CNAM
ITB, Finance, général
Societe Generale January 2011 - Present
ASSOCIATION MONEGASQUE DES COMPLIANCE OFFICERS January 2008 - Present
BNP Paribas December 2009 - December 2010
FORTIS November 2006 - December 2009
Capitalia September 2006 - November 2006
HSBC Private Bank May 2003 - December 2005
Banque du Gothard November 2000 - May 2003
Skills
Banque, Gestion des risques, Marché financier, Banque privée, Anti blanchiment..., Marché des capitaux, Risque opérationnel, Produits dérivés, Gestion d'actifs
Education
1994 — 2000
DEA DROIT PRIVE, DROIT
first finance
certification AMF
Conservatoire National des Arts et Métiers / CNAM
ITB, Finance, général
Amir Sharif-Emami Amir Sharif-Emami's HSBC Private Bank Experience June 2009 - August 2009
Job Owner Lifestyle at UPTOP
Industry Real Estate
Experience
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
UPTOP 2015 - Present
V2V Associates December 2014 - March 2015
MacKenzie Partners October 2013 - November 2014
NYC Lacrosse Camps January 2010 - October 2013
Bradley, Foster & Sargent, Inc. January 2012 - May 2012
Rho Ventures May 2011 - August 2011
Ameriprise Financial September 2010 - December 2010
HSBC Private Bank June 2009 - August 2009
The Claremont Group June 2008 - August 2008
The Claremont Group June 2007 - August 2007
Skills
Entrepreneurship, Investments, Venture Capital, Financial Analysis, Due Diligence, Microsoft Office, Microsoft Excel, Management, Portfolio Management, Finance, Analysis, Strategic Financial..., Equities, Economics, Marketing, Emerging Markets, Accounting, Financial Planning
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Lawrenceville School 2004 — 2008
St. David's School 1995 — 2004
Grant Nadell's HSBC Private Bank Experience January 1995 - October 1997
Job Regional Director of Sales at FusionStorm
Industry Information Technology and Services
Experience
FusionStorm June 2015 - Present
DynTek Services Inc. October 2014 - May 2015
DynTek Services Inc. January 2007 - May 2015
Agile360 October 2005 - September 2006
VMware March 2004 - September 2005
Citrix March 1998 - September 2004
HSBC Private Bank January 1995 - October 1997
Skills
Virtualization, Application..., Virtual Desktop..., Enterprise Software, Cloud Computing, Solution Selling, Citrix, Servers, Storage, Data Privacy, Data Analysis, Data Modeling, VDI, Negotiation, Cluster, VMware Infrastructure, Channel Partners, Management, Information Technology, VMware, IT Strategy, Enterprise Architecture, Data Center, Storage Area Networks, Professional Services, SaaS, Strategy, Solution Architecture, Cisco Technologies, Security, Program Management, Selling, Leadership, Infrastructure, Managed Services, Information Security, Sales Operations, Consulting, Business Alliances, Partner Management, Pre-sales, Business Continuity, Microsoft Technologies, PMP, Go-to-market Strategy, Sales
Education
State University of New York at Albany 1989 — 1994
FusionStorm June 2015 - Present
DynTek Services Inc. October 2014 - May 2015
DynTek Services Inc. January 2007 - May 2015
Agile360 October 2005 - September 2006
VMware March 2004 - September 2005
Citrix March 1998 - September 2004
HSBC Private Bank January 1995 - October 1997
Skills
Virtualization, Application..., Virtual Desktop..., Enterprise Software, Cloud Computing, Solution Selling, Citrix, Servers, Storage, Data Privacy, Data Analysis, Data Modeling, VDI, Negotiation, Cluster, VMware Infrastructure, Channel Partners, Management, Information Technology, VMware, IT Strategy, Enterprise Architecture, Data Center, Storage Area Networks, Professional Services, SaaS, Strategy, Solution Architecture, Cisco Technologies, Security, Program Management, Selling, Leadership, Infrastructure, Managed Services, Information Security, Sales Operations, Consulting, Business Alliances, Partner Management, Pre-sales, Business Continuity, Microsoft Technologies, PMP, Go-to-market Strategy, Sales
Education
State University of New York at Albany 1989 — 1994
Adil Naqvi's HSBC Private Bank Experience January 2007 - April 2011
Job BI Consultant
Industry Financial Services
Experience
Wells Fargo June 2011 - Present
HSBC Private Bank January 2007 - April 2011
Citi January 2004 - December 2007
Skills
Mortgage Lending, Sales, Management, Customer Service, Small Business, Banking, Finance, Insurance, Team Building, Leadership, Marketing, Coaching, Financial Analysis, Risk Management, Business Planning, Strategic Planning, Sales Management, Business Development, New Business Development
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), MBA
Wells Fargo June 2011 - Present
HSBC Private Bank January 2007 - April 2011
Citi January 2004 - December 2007
Skills
Mortgage Lending, Sales, Management, Customer Service, Small Business, Banking, Finance, Insurance, Team Building, Leadership, Marketing, Coaching, Financial Analysis, Risk Management, Business Planning, Strategic Planning, Sales Management, Business Development, New Business Development
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), MBA
Jane Khodos Jane Khodos's HSBC Private Bank Experience June 2005 - August 2005
Job Vice President & Business Leader, Worldwide Communications at MasterCard
Industry Public Relations and Communications
Experience
MasterCard May 2014 - Present
Exelis October 2012 - April 2014
Exelis January 2011 - October 2012
Exelis June 2012 - September 2012
Lockheed Martin May 2009 - January 2011
Lockheed Martin June 2008 - June 2009
Lockheed Martin June 2007 - June 2008
Manning Selvage and Lee June 2006 - August 2006
MKPR May 2006 - June 2006
HSBC Private Bank June 2005 - August 2005
Skills
Media Relations, Corporate Communications, Internal Communications, Public Relations, Press Releases, Crisis Communications, Marketing Communications, Strategic Communications, Advertising, Integrated Marketing, Communication Training, Editing, Communications Planning, Defense, Marketing, Social Media, Program Management, Spokesperson, Speech Writing, Business Development, Message Development, Event Management, Community Development, Military, Event Planning, Strategy, Strategic Planning, International Relations, Project Planning, Crisis Management, Thought Leadership, Budgets, Management, Reputation Management, Messaging, Community Outreach, Customer Relations, Leadership Development, Newsletters, Writing, Community Relations, Budgeting, Problem Solving, Public Affairs, Creative Direction, Content Management, Security, Cyber security
Education
Syracuse University
BS, Public Relations, Marketing
The Johns Hopkins University
MA, Global Security Studies, Thesis grade: A
MasterCard May 2014 - Present
Exelis October 2012 - April 2014
Exelis January 2011 - October 2012
Exelis June 2012 - September 2012
Lockheed Martin May 2009 - January 2011
Lockheed Martin June 2008 - June 2009
Lockheed Martin June 2007 - June 2008
Manning Selvage and Lee June 2006 - August 2006
MKPR May 2006 - June 2006
HSBC Private Bank June 2005 - August 2005
Skills
Media Relations, Corporate Communications, Internal Communications, Public Relations, Press Releases, Crisis Communications, Marketing Communications, Strategic Communications, Advertising, Integrated Marketing, Communication Training, Editing, Communications Planning, Defense, Marketing, Social Media, Program Management, Spokesperson, Speech Writing, Business Development, Message Development, Event Management, Community Development, Military, Event Planning, Strategy, Strategic Planning, International Relations, Project Planning, Crisis Management, Thought Leadership, Budgets, Management, Reputation Management, Messaging, Community Outreach, Customer Relations, Leadership Development, Newsletters, Writing, Community Relations, Budgeting, Problem Solving, Public Affairs, Creative Direction, Content Management, Security, Cyber security
Education
Syracuse University
BS, Public Relations, Marketing
The Johns Hopkins University
MA, Global Security Studies, Thesis grade: A
Daniel Restrepo's HSBC Private Bank Experience March 2014 - May 2015
Job Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
HSBC Private Bank March 2014 - May 2015
HSBC Private Bank March 2013 - March 2014
Lloyds TSB Bank December 2010 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Private Banking, Bloomberg, Investments, Market Research, Financial Risk, Portfolio Management, Wealth Management
Education
Universidad Escuela de Administración y Finanzas y Tecnologías 2007 — 2012
Bachelor's Degree, Finance, Economics, Negotiation, Marketing.
J.P. Morgan May 2015 - Present
HSBC Private Bank March 2014 - May 2015
HSBC Private Bank March 2013 - March 2014
Lloyds TSB Bank December 2010 - December 2011
Skills
Bloomberg Terminal, Microsoft Office, Private Banking, Bloomberg, Investments, Market Research, Financial Risk, Portfolio Management, Wealth Management
Education
Universidad Escuela de Administración y Finanzas y Tecnologías 2007 — 2012
Bachelor's Degree, Finance, Economics, Negotiation, Marketing.
Mireille Paul Mireille Paul's HSBC Private Bank Experience October 2007 - Present
Job Juriste chez HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank October 2007 - Present
Education
Université Nice Sophia Antipolis 2002 — 2007
Master en droit, droit privé
HSBC Private Bank October 2007 - Present
Education
Université Nice Sophia Antipolis 2002 — 2007
Master en droit, droit privé
Giuliana Ellis's HSBC Private Bank Experience July 2014 - September 2014
Job Professional Partners SAM
Industry
Experience
Professional Partners SAM October 2014 - Present
HSBC Private Bank July 2014 - September 2014
HSBC Private Bank June 2013 - August 2013
Amber Lounge & Amber Lounge Hospitality Ltd May 2013 - May 2013
VALVITALIA GROUP July 2010 - August 2010
Skills
Microsoft Office, Leadership Development, Research, PowerPoint, English, Microsoft Excel, Teamwork, Marketing, Market Research, Social Media, Marketing Strategy, French, Entrepreneurship, Business Strategy
Education
International University of Monaco 2011 — 2014
Bachelor of Science in Business Administration
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration
The American School in Switzerland 2008 — 2011
International Baccalaureate/TASIS College Preparatory Diploma with Honors
Professional Partners SAM October 2014 - Present
HSBC Private Bank July 2014 - September 2014
HSBC Private Bank June 2013 - August 2013
Amber Lounge & Amber Lounge Hospitality Ltd May 2013 - May 2013
VALVITALIA GROUP July 2010 - August 2010
Skills
Microsoft Office, Leadership Development, Research, PowerPoint, English, Microsoft Excel, Teamwork, Marketing, Market Research, Social Media, Marketing Strategy, French, Entrepreneurship, Business Strategy
Education
International University of Monaco 2011 — 2014
Bachelor of Science in Business Administration
Suffolk University - Sawyer School of Management
Bachelor of Science in Business Administration
The American School in Switzerland 2008 — 2011
International Baccalaureate/TASIS College Preparatory Diploma with Honors
Stefano Mascoli Stefano Mascoli's HSBC Private Bank Experience December 2007 - September 2010
Job Forex Trader & Advisor
Industry Banking
Experience
Barclays Wealth October 2010 - Present
HSBC Private Bank December 2007 - September 2010
Fideuram Bank Luxembourg 2000 - 2007
Skills
FX Options, Investments, Financial Markets, Treasury, Money Market, Foreign Exchange, Financial Structuring, Private Banking, Financial Advisory, Derivatives, Equities, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Università degli Studi di Milano 1991 — 1996
Economics
A. Gramsci 1983 — 1988
Barclays Wealth October 2010 - Present
HSBC Private Bank December 2007 - September 2010
Fideuram Bank Luxembourg 2000 - 2007
Skills
FX Options, Investments, Financial Markets, Treasury, Money Market, Foreign Exchange, Financial Structuring, Private Banking, Financial Advisory, Derivatives, Equities, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Università degli Studi di Milano 1991 — 1996
Economics
A. Gramsci 1983 — 1988
Elena Pastor Elena Pastor's HSBC Private Bank Experience October 2007 - Present
Job Assistant Vice President Marketing at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank October 2007 - Present
BNY Convergex 2005 - 2007
Ketchum 2000 - 2003
Cigna 1995 - 2000
Skills
Marketing, Marketing Communications, Digital Marketing, Sponsorship, Event Planning
Education
University of Connecticut
Bachelor of Arts (BA), Art History and English Literature
HSBC Private Bank October 2007 - Present
BNY Convergex 2005 - 2007
Ketchum 2000 - 2003
Cigna 1995 - 2000
Skills
Marketing, Marketing Communications, Digital Marketing, Sponsorship, Event Planning
Education
University of Connecticut
Bachelor of Arts (BA), Art History and English Literature
Ruiying Snowy Ding, CFA Ruiying Snowy Ding, CFA's HSBC Private Bank Experience August 2013 - August 2015
Job Senior Private Client Advisor at East West Bank
Industry Banking
Experience
East West Bank September 2015 - Present
HSBC Private Bank August 2013 - August 2015
HSBC Private Bank April 2011 - July 2013
HSBC Private Bank August 2009 - March 2011
HSBC Private Bank July 2008 - September 2008
JP Morgan June 2007 - September 2007
Skills
Investments, Wealth Management, Investment Strategies, Private Banking, Asset Management, Asset Allocation, Capital Markets, Financial Advisory, Financial Markets, Banking, Investment Advisory, Wealth Management..., Investment Management
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Law and Accounting
University of Cambridge 2005 — 2008
BA (Hons), Land Economy (Economics, Law, Environment)
Vienna International School 1999 — 2005
International Baccalaureate
East West Bank September 2015 - Present
HSBC Private Bank August 2013 - August 2015
HSBC Private Bank April 2011 - July 2013
HSBC Private Bank August 2009 - March 2011
HSBC Private Bank July 2008 - September 2008
JP Morgan June 2007 - September 2007
Skills
Investments, Wealth Management, Investment Strategies, Private Banking, Asset Management, Asset Allocation, Capital Markets, Financial Advisory, Financial Markets, Banking, Investment Advisory, Wealth Management..., Investment Management
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Law and Accounting
University of Cambridge 2005 — 2008
BA (Hons), Land Economy (Economics, Law, Environment)
Vienna International School 1999 — 2005
International Baccalaureate
Ajay Loganadan's HSBC Private Bank Experience May 2010 - Present
Job Head Investment Strategies Group Americas at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank May 2010 - Present
HSBC August 2005 - April 2010
Skills
Private Banking, Investment Advisory, Portfolio Management, Equities, Wealth Management, Capital Markets, Asset Allocation, Investment Strategies, Business Analysis, Investments, Business Development, Asset Management, Fixed Income, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Banking, Investment Banking, Financial Modeling
Education
University of Houston 1991 — 1992
MBA, Economics & Finance
St. Josephs Boys High School
HSBC Private Bank May 2010 - Present
HSBC August 2005 - April 2010
Skills
Private Banking, Investment Advisory, Portfolio Management, Equities, Wealth Management, Capital Markets, Asset Allocation, Investment Strategies, Business Analysis, Investments, Business Development, Asset Management, Fixed Income, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Banking, Investment Banking, Financial Modeling
Education
University of Houston 1991 — 1992
MBA, Economics & Finance
St. Josephs Boys High School
Gabriela Grace Gabriela Grace's HSBC Private Bank Experience SaleGhirardelli Chocolate CompanyMay 1999 - January 2005
Job Sale at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank SaleGhirardelli Chocolate CompanyMay 1999 - January 2005
Education
UCSD
HSBC Private Bank SaleGhirardelli Chocolate CompanyMay 1999 - January 2005
Education
UCSD
Nancy Herrera's HSBC Private Bank Experience February 2010 - October 2010
Job Production Support at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services 2015 - 2015
Northern Trust 2012 - December 2014
HSBC November 2010 - August 2012
HSBC Private Bank February 2010 - October 2010
HSBC January 2010 - October 2010
HSBC August 2008 - January 2010
Grupo Elektra February 2008 - July 2008
INE National Institute of Ecology April 2006 - January 2008
Skills
Project Management, System Deployment, Data Analysis, Hedge Funds, Database Design, Access, Analysis
Education
Universidad Nacional Autónoma de México 2002 — 2006
Licentiate degree, Mathematics and Computer Science, BA
Tata Consultancy Services 2015 - 2015
Northern Trust 2012 - December 2014
HSBC November 2010 - August 2012
HSBC Private Bank February 2010 - October 2010
HSBC January 2010 - October 2010
HSBC August 2008 - January 2010
Grupo Elektra February 2008 - July 2008
INE National Institute of Ecology April 2006 - January 2008
Skills
Project Management, System Deployment, Data Analysis, Hedge Funds, Database Design, Access, Analysis
Education
Universidad Nacional Autónoma de México 2002 — 2006
Licentiate degree, Mathematics and Computer Science, BA
Calvin Hsu Calvin Hsu's HSBC Private Bank Experience May 2007 - Present
Job Vice President Investment Specialist at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2007 - Present
Merrill Lynch June 2000 - May 2007
Skills
Wealth Management, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Asset Allocation, Private Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Investment Advisory, Bloomberg, Capital Markets, Structured Products, Investment Strategies, Series 63, Mutual Funds, Wealth Management..., Securities, Investment Management, Financial Markets
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
HSBC Private Bank May 2007 - Present
Merrill Lynch June 2000 - May 2007
Skills
Wealth Management, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Asset Allocation, Private Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Investment Advisory, Bloomberg, Capital Markets, Structured Products, Investment Strategies, Series 63, Mutual Funds, Wealth Management..., Securities, Investment Management, Financial Markets
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Jill Terrell Jill Terrell's HSBC Private Bank Experience October 1994 - June 2001
Job COO
Industry Financial Services
Experience
Backbone Capital Advisors, LLC April 2011 - Present
Sherman Oaks Center for Enriched Studies September 2004 - Present
Carpenter Ave. Elementary School September 2004 - June 2006
Parents For Carpenter September 2003 - June 2004
Carpenter Ave. School September 1999 - June 2002
HSBC Private Bank October 1994 - June 2001
Best Friends Animal Sanctuary May 1993 - March 1994
City National Bank July 1986 - January 1994
Skills
Business Development, Finance, Project Management, Fundraising, Banking, Bookkeeping, Advertising, Marketing, Marketing Strategy, Sales
Education
UC Santa Barbara 1990 — 1992
University of California, Los Angeles 1982 — 1985
Bachelor of Arts (B.A.), Psychology/Business Administration
Backbone Capital Advisors, LLC April 2011 - Present
Sherman Oaks Center for Enriched Studies September 2004 - Present
Carpenter Ave. Elementary School September 2004 - June 2006
Parents For Carpenter September 2003 - June 2004
Carpenter Ave. School September 1999 - June 2002
HSBC Private Bank October 1994 - June 2001
Best Friends Animal Sanctuary May 1993 - March 1994
City National Bank July 1986 - January 1994
Skills
Business Development, Finance, Project Management, Fundraising, Banking, Bookkeeping, Advertising, Marketing, Marketing Strategy, Sales
Education
UC Santa Barbara 1990 — 1992
University of California, Los Angeles 1982 — 1985
Bachelor of Arts (B.A.), Psychology/Business Administration
Martin Liu Martin Liu's HSBC Private Bank Experience August 2012 - September 2013
Job Impact investing
Industry International Trade and Development
Experience
Clinton Foundation January 2015 - May 2015
Hong Kong Professional Golfers' Association March 2014 - May 2015
HSBC Private Bank August 2012 - September 2013
HSBC Private Bank June 2011 - September 2011
Yip's Chemical Holding Limited July 2010 - August 2010
Yip's Chemical Holding Limited June 2009 - July 2009
Skills
Leadership, Business Strategy, Project Management, Sports Management, Investments, Bloomberg, Equities, Economics, Investment Management, Financial Markets
Education
The George Washington University
Bachelor of Business Administration (B.B.A.), Business Economics & Public Policy
Clinton Foundation January 2015 - May 2015
Hong Kong Professional Golfers' Association March 2014 - May 2015
HSBC Private Bank August 2012 - September 2013
HSBC Private Bank June 2011 - September 2011
Yip's Chemical Holding Limited July 2010 - August 2010
Yip's Chemical Holding Limited June 2009 - July 2009
Skills
Leadership, Business Strategy, Project Management, Sports Management, Investments, Bloomberg, Equities, Economics, Investment Management, Financial Markets
Education
The George Washington University
Bachelor of Business Administration (B.B.A.), Business Economics & Public Policy
Rob Rybarczyk Rob Rybarczyk's HSBC Private Bank Experience 1991 - 1995
Job Business Vendor Liaison at PHH Mortgage
Industry Consumer Goods
Experience
PHH Mortgage June 2015 - Present
SHOP.COM October 2012 - Present
First Niagara Bank May 2014 - June 2015
Bank of America October 1996 - March 2014
HSBC Private Bank 1991 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Team Leadership, Management, Strategic Planning, Leadership, Team Building, Banking, Risk Management, Mortgage Banking, Credit
Education
Christ the King Seminary 1980 — 1984
Master's degree, Theology/Theological Studies
State University of New York at Buffalo 1976 — 1978
Bachelor of Arts (B.A.), Music Theory and Composition
Villa Maria College 1973 — 1975
Associate of Arts (A.A.), Music Performance, General
PHH Mortgage June 2015 - Present
SHOP.COM October 2012 - Present
First Niagara Bank May 2014 - June 2015
Bank of America October 1996 - March 2014
HSBC Private Bank 1991 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Team Leadership, Management, Strategic Planning, Leadership, Team Building, Banking, Risk Management, Mortgage Banking, Credit
Education
Christ the King Seminary 1980 — 1984
Master's degree, Theology/Theological Studies
State University of New York at Buffalo 1976 — 1978
Bachelor of Arts (B.A.), Music Theory and Composition
Villa Maria College 1973 — 1975
Associate of Arts (A.A.), Music Performance, General
Joachim Bruneau Joachim Bruneau's HSBC Private Bank Experience April 2015 - Present
Job Participating in increasing efficiency and quality of service in the high net worth Segment
Industry Banking
Experience
HSBC Private Bank April 2015 - Present
RBC Wealth Management 2013 - January 2015
JH Darbie & Co. June 2011 - December 2011
Groupe Segula Technologies October 2003 - July 2006
Hewlett Packard July 2003 - August 2003
Apostrophe June 2000 - July 2000
Adecco (Olsten): Recruitment July 1998 - August 1998
Skills
Corporate Finance, Financial Modeling, French, Valuation, Private Equity, Investment Banking, Financial Analysis, Bloomberg, Business Strategy, M&A experience, Management Consulting, Financial Markets, Due Diligence, Mergers, Capital Markets, Equities, Restructuring, Economics, Derivatives, Structured Finance, Project Finance, Hedge Funds, Asset Managment, Mergers & Acquisitions, Portfolio Management, Auditing, Investments, Fixed Income
Education
Université Paris Dauphine 2009 — 2011
Masters In Management, Financial Controller
Université Paris Dauphine 2006 — 2009
Bachelor’s degree, Management & Finance
C.N.A.M., Paris 2004 — 2006
DUT GEA, option Finance & Comptabilité, Math, Statistics, Accounting and Economy
Education Nationale 1995 — 2002
Baccalauréat Général, Série Economique et Sociale, Economy
HSBC Private Bank April 2015 - Present
RBC Wealth Management 2013 - January 2015
JH Darbie & Co. June 2011 - December 2011
Groupe Segula Technologies October 2003 - July 2006
Hewlett Packard July 2003 - August 2003
Apostrophe June 2000 - July 2000
Adecco (Olsten): Recruitment July 1998 - August 1998
Skills
Corporate Finance, Financial Modeling, French, Valuation, Private Equity, Investment Banking, Financial Analysis, Bloomberg, Business Strategy, M&A experience, Management Consulting, Financial Markets, Due Diligence, Mergers, Capital Markets, Equities, Restructuring, Economics, Derivatives, Structured Finance, Project Finance, Hedge Funds, Asset Managment, Mergers & Acquisitions, Portfolio Management, Auditing, Investments, Fixed Income
Education
Université Paris Dauphine 2009 — 2011
Masters In Management, Financial Controller
Université Paris Dauphine 2006 — 2009
Bachelor’s degree, Management & Finance
C.N.A.M., Paris 2004 — 2006
DUT GEA, option Finance & Comptabilité, Math, Statistics, Accounting and Economy
Education Nationale 1995 — 2002
Baccalauréat Général, Série Economique et Sociale, Economy
Roberta Jennings's HSBC Private Bank Experience 2006 - 2008
Job Office Manager
Industry Executive Office
Experience
GET Organized January 2008 - Present
HSBC Private Bank 2006 - 2008
HVS International July 2004 - July 2006
L M Management Association July 1998 - November 2003
Skills
Real Estate, Event Management, PowerPoint, Word, Excel, Accounting, Budgeting, Outlook, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Nonprofits, Recruiting, Human Resources, Marketing, Training, Time Management, Public Speaking
Education
Skyline College 2005 — 2007
Business and Real Estate
Balboa High School
GET Organized January 2008 - Present
HSBC Private Bank 2006 - 2008
HVS International July 2004 - July 2006
L M Management Association July 1998 - November 2003
Skills
Real Estate, Event Management, PowerPoint, Word, Excel, Accounting, Budgeting, Outlook, Microsoft Office, Budgets, Microsoft Excel, Microsoft Word, Nonprofits, Recruiting, Human Resources, Marketing, Training, Time Management, Public Speaking
Education
Skyline College 2005 — 2007
Business and Real Estate
Balboa High School
Eddie Hua, CAMS Eddie Hua, CAMS's HSBC Private Bank Experience July 2011 - August 2011
Job Sanctions & OFAC Investigator at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
Raymond Lau Raymond Lau's HSBC Private Bank Experience June 2009 - August 2009
Job Sr. Analyst Media Technology at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi June 2014 - Present
Digitas April 2013 - June 2014
Digitas June 2012 - March 2013
Morgans Hotel Group May 2012 - May 2012
HSBC Private Bank June 2009 - August 2009
AIG June 2008 - August 2008
Jarvis W. Irving CPA October 2007 - December 2007
Skills
Microsoft Great Plains, Lotus Notes, Microsoft Office, MediaVisor, DoubleClick, DFA
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
The Hong Kong University of Science and Technology 2010 — 2010
Study Abroad
DigitasLBi June 2014 - Present
Digitas April 2013 - June 2014
Digitas June 2012 - March 2013
Morgans Hotel Group May 2012 - May 2012
HSBC Private Bank June 2009 - August 2009
AIG June 2008 - August 2008
Jarvis W. Irving CPA October 2007 - December 2007
Skills
Microsoft Great Plains, Lotus Notes, Microsoft Office, MediaVisor, DoubleClick, DFA
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
The Hong Kong University of Science and Technology 2010 — 2010
Study Abroad
Andrew Zeitler's HSBC Private Bank Experience June 2008 - October 2008
Job Aflac Agent and Benefits Specialist
Industry Insurance
Experience
Aflac February 2011 - Present
San Fernando Valley Jaycees August 2011 - Present
Sigma Chi 2006 - Present
USSF 2001 - Present
The Ad Group January 2009 - February 2011
Venture Marketing Solutions January 2009 - March 2009
HSBC Private Bank June 2008 - October 2008
Verizon Communications, Inc. May 2007 - August 2007
Advantage Payroll Services July 2006 - August 2006
New England School of Acupuncture June 2006 - July 2006
Skills
Insurance, Public Speaking, Customer Service, Marketing, Strategic Planning, Management, Team Building, Banking, Sales, Event Planning, Social Media, Leadership Development
Education
The George Washington University 2004 — 2008
The George Washington University - School of Business 2004 — 2008
Bachelor in Business Administration, Finance and International Business
Newton South High School
Aflac February 2011 - Present
San Fernando Valley Jaycees August 2011 - Present
Sigma Chi 2006 - Present
USSF 2001 - Present
The Ad Group January 2009 - February 2011
Venture Marketing Solutions January 2009 - March 2009
HSBC Private Bank June 2008 - October 2008
Verizon Communications, Inc. May 2007 - August 2007
Advantage Payroll Services July 2006 - August 2006
New England School of Acupuncture June 2006 - July 2006
Skills
Insurance, Public Speaking, Customer Service, Marketing, Strategic Planning, Management, Team Building, Banking, Sales, Event Planning, Social Media, Leadership Development
Education
The George Washington University 2004 — 2008
The George Washington University - School of Business 2004 — 2008
Bachelor in Business Administration, Finance and International Business
Newton South High School
Michelle S Russell, PMP's HSBC Private Bank Experience February 2002 - Present
Job VP, Senior Project Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
Andres Cazenave's HSBC Private Bank Experience September 1997 - July 2004
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
Abraham Telechanski's HSBC Private Bank Experience April 2007 - November 2013
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank November 2013 - Present
HSBC Private Bank April 2007 - November 2013
Citi June 2004 - March 2007
BBVA November 1997 - March 2001
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Universidad Católica del Uruguay 'Dámaso Antonio Larranaga' 1996 — 1999
Bachelor's Degree, Finance, General
Deutsche Bank November 2013 - Present
HSBC Private Bank April 2007 - November 2013
Citi June 2004 - March 2007
BBVA November 1997 - March 2001
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
Universidad Católica del Uruguay 'Dámaso Antonio Larranaga' 1996 — 1999
Bachelor's Degree, Finance, General
Patrick Campion's HSBC Private Bank Experience January 2007 - Present
Job U.S. Private Bank Head at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank January 2007 - Present
Skills
Private Banking, Portfolio Management, Wealth Management, Equities, Banking, Hedge Funds, Asset Management, Derivatives, Investments, Asset Allocation, Alternative Investments, Investment Advisory, Series 7, Capital Markets, Private Equity, Risk Management, Structured Products, Credit Analysis
Education
The University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Economics
HSBC Private Bank January 2007 - Present
Skills
Private Banking, Portfolio Management, Wealth Management, Equities, Banking, Hedge Funds, Asset Management, Derivatives, Investments, Asset Allocation, Alternative Investments, Investment Advisory, Series 7, Capital Markets, Private Equity, Risk Management, Structured Products, Credit Analysis
Education
The University of Connecticut 1979 — 1983
Bachelor of Science (B.S.), Economics
Alan Law, PMP's HSBC Private Bank Experience March 2001 - April 2003
Job Project Manager at Sauder School of Business at UBC
Industry Banking
Experience
Sauder School of Business at UBC June 2012 - Present
Creotivity Consulting Inc January 2012 - Present
HSBC August 2008 - June 2012
HSBC May 2005 - August 2008
HSBC November 2003 - May 2005
HSBC Private Bank March 2001 - April 2003
Global Sources October 2000 - March 2001
Selkirk Financial Technologies Inc March 1999 - September 2000
The Loewen Group Inc September 1997 - March 1999
Skills
Trading, Institutional, Securities, Accounting, Risk, Budgeting, Change Management, Program Management, Business Analysis, Team Building, Coaching, Strategic Planning, Team Management, Mentoring, Visio, Banking, Customer Relations, Organizational..., Leadership Development, Business Strategy, Product Management, Requirements Analysis, Analysis, Management Consulting, Team Leadership, Instructional Design, Negotiation, Risk Management, Excel, Compliance, Vendor Management, Strategy Development, Requirements Gathering, Process Improvement, Asset Management, Forecasting, Account Management, Financial Analysis, People Management, Consultancy, Quality Assurance, Problem Solving, Performance Management, Planning, Management, Project Planning, Testing, Human Resources, Business Requirements, Business Process...
Education
Scrum Alliance Inc. 2014 — 2014
Certified ScrumMaster®
Project Management Institution 2004 — 2004
Project Management Professional, PMP
Simon Fraser University 1993 — 1997
Bachelor of Science (B.Sc.)
Sauder School of Business at UBC June 2012 - Present
Creotivity Consulting Inc January 2012 - Present
HSBC August 2008 - June 2012
HSBC May 2005 - August 2008
HSBC November 2003 - May 2005
HSBC Private Bank March 2001 - April 2003
Global Sources October 2000 - March 2001
Selkirk Financial Technologies Inc March 1999 - September 2000
The Loewen Group Inc September 1997 - March 1999
Skills
Trading, Institutional, Securities, Accounting, Risk, Budgeting, Change Management, Program Management, Business Analysis, Team Building, Coaching, Strategic Planning, Team Management, Mentoring, Visio, Banking, Customer Relations, Organizational..., Leadership Development, Business Strategy, Product Management, Requirements Analysis, Analysis, Management Consulting, Team Leadership, Instructional Design, Negotiation, Risk Management, Excel, Compliance, Vendor Management, Strategy Development, Requirements Gathering, Process Improvement, Asset Management, Forecasting, Account Management, Financial Analysis, People Management, Consultancy, Quality Assurance, Problem Solving, Performance Management, Planning, Management, Project Planning, Testing, Human Resources, Business Requirements, Business Process...
Education
Scrum Alliance Inc. 2014 — 2014
Certified ScrumMaster®
Project Management Institution 2004 — 2004
Project Management Professional, PMP
Simon Fraser University 1993 — 1997
Bachelor of Science (B.Sc.)
Maria Elena Morales Manzano's HSBC Private Bank Experience May 2010 - Present
Job Client Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2010 - Present
Bloomberg LP June 2008 - February 2010
Skills
Finance, Sales, Financial Advisory, CRM, Wealth Management, Financial Markets
Education
Universidad de Alcalá 2006 — 2007
Masters in Finance & Banking, Banking and Finance
Tecnológico de Monterrey, Campus Guadalajara 1998 — 2002
B.A. in Accounting and Finance, Accounting and Finance, 9.6
HSBC Private Bank May 2010 - Present
Bloomberg LP June 2008 - February 2010
Skills
Finance, Sales, Financial Advisory, CRM, Wealth Management, Financial Markets
Education
Universidad de Alcalá 2006 — 2007
Masters in Finance & Banking, Banking and Finance
Tecnológico de Monterrey, Campus Guadalajara 1998 — 2002
B.A. in Accounting and Finance, Accounting and Finance, 9.6
Karen Ganon-Revilleza's HSBC Private Bank Experience July 1987 - Present
Job Senior Financial/Business Analyst at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank July 1987 - Present
Skills
Financial Analysis, Banking, Budgets, Cost Accounting, Cost Planning, Cost Reporting, Cost Control, Expense Budget..., Corporate Finance, Financial Modeling, Strategic Financial...
Education
St. Peter's College
Bachelor of Science (BS), Computer Science
HSBC Private Bank July 1987 - Present
Skills
Financial Analysis, Banking, Budgets, Cost Accounting, Cost Planning, Cost Reporting, Cost Control, Expense Budget..., Corporate Finance, Financial Modeling, Strategic Financial...
Education
St. Peter's College
Bachelor of Science (BS), Computer Science
Margarida Coutinho's HSBC Private Bank Experience 1999 - Present
Job IPB at HSBC
Industry Banking
Experience
HSBC January 1999 - Present
HSBC Private Bank International 1999 - Present
HSBC Private Bank 1999 - Present
Beta Capital Management July 1996 - December 1998
Lehman Brothers 1991 - 1996
Skills
Fixed Income, Portfolio Management, Banking, Private Banking, Financial Markets, Equities, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Credit, Investment Banking, Financial Services, Investments, Relationship Management, Capital Markets
Education
Universidade do Porto 1985 — 1986
history
Escola Secundaria Augusto Gomes 1967 — 1974
HSBC January 1999 - Present
HSBC Private Bank International 1999 - Present
HSBC Private Bank 1999 - Present
Beta Capital Management July 1996 - December 1998
Lehman Brothers 1991 - 1996
Skills
Fixed Income, Portfolio Management, Banking, Private Banking, Financial Markets, Equities, Asset Allocation, Wealth Management, Wealth Management..., Alternative Investments, Credit, Investment Banking, Financial Services, Investments, Relationship Management, Capital Markets
Education
Universidade do Porto 1985 — 1986
history
Escola Secundaria Augusto Gomes 1967 — 1974
Adrian Kyriazi's HSBC Private Bank Experience Managing Director, Private BankingHSBC Private BankJune 2006 - Present
Job Managing Director, Private Banking at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank Managing Director, Private BankingHSBC Private BankJune 2006 - Present
HSBC Private Bank January 2003 - June 2006
Education
University of Cambridge 1980 — 1983
HSBC Private Bank Managing Director, Private BankingHSBC Private BankJune 2006 - Present
HSBC Private Bank January 2003 - June 2006
Education
University of Cambridge 1980 — 1983
Hans Christoph's HSBC Private Bank Experience March 2006 - January 2008
Job Consulting with companies to manage, protect, and maximize their receivables at Euler Hermes
Industry Executive Office
Experience
Euler Hermes May 2012 - Present
Iron Mountain 2009 - May 2012
Sunovion Pharmaceuticals Inc. July 2008 - 2009
HSBC Private Bank March 2006 - January 2008
Peter Lorimer Group Estates June 2002 - January 2008
Skills
Cold Calling, Negotiation, Consultative Selling, Contract Negotiation, Account Management, Selling
Education
Temple University
BA, Business
Euler Hermes May 2012 - Present
Iron Mountain 2009 - May 2012
Sunovion Pharmaceuticals Inc. July 2008 - 2009
HSBC Private Bank March 2006 - January 2008
Peter Lorimer Group Estates June 2002 - January 2008
Skills
Cold Calling, Negotiation, Consultative Selling, Contract Negotiation, Account Management, Selling
Education
Temple University
BA, Business
Alisa Gonzalez's HSBC Private Bank Experience 2000 - Present
Job Vice President at HSBC Bank USA
Industry Banking
Experience
HSBC Private Bank 2000 - Present
Bank of America 1990 - 2000
Education
San Francisco State University 1991 — 1996
HSBC Private Bank 2000 - Present
Bank of America 1990 - 2000
Education
San Francisco State University 1991 — 1996
Dianne LaBasse's HSBC Private Bank Experience 1994 - 2006
Job Independent Philanthropy Professional
Industry Philanthropy
Experience
HSBC Private Bank 1994 - 2006
Republic National Bank 1994 - 2000
Skills
Private Banking, Corporate Actions, Wealth Management, Asset Managment, Asset Management, Alternative Investments, Investment Management, Financial Services, Wealth Management..., Investment Advisory, Strategy, Hedge Funds, Wealth, Start-ups
Education
Tulane University - A.B. Freeman School of Business 1975 — 1977
MBA, Finance
HSBC Private Bank 1994 - 2006
Republic National Bank 1994 - 2000
Skills
Private Banking, Corporate Actions, Wealth Management, Asset Managment, Asset Management, Alternative Investments, Investment Management, Financial Services, Wealth Management..., Investment Advisory, Strategy, Hedge Funds, Wealth, Start-ups
Education
Tulane University - A.B. Freeman School of Business 1975 — 1977
MBA, Finance
David Carl Seinfeld's HSBC Private Bank Experience 1992 - 2005
Job Independent Investment Management Professional
Industry Investment Management
Experience
HSBC Private Bank 1992 - 2005
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
HSBC Private Bank 1992 - 2005
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
David Pateros's HSBC Private Bank Experience Managing DirectorCitigroup Private BankNovember 1999 - July 2006
Job Managing Director at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank Managing DirectorCitigroup Private BankNovember 1999 - July 2006
Bankers Trust Company 1980 - 1990
Education
The University of Chicago Booth School of Business 1975 — 1977
HSBC Private Bank Managing DirectorCitigroup Private BankNovember 1999 - July 2006
Bankers Trust Company 1980 - 1990
Education
The University of Chicago Booth School of Business 1975 — 1977
Alan Connell's HSBC Private Bank Experience July 2008 - June 2009
Job Senior Endeca Consultant
Industry Computer Software
Experience
Applied Direction 2012 - Present
HSBC Private Bank July 2008 - June 2009
Boomerang Pharmaceutical Communications 2008 - 2009
Boomerang Pharmaceutical Communications 2008 - 2009
Packeteer June 2004 - June 2008
Raritan Technologies 2002 - 2004
Skills
Java, SQL, Linux, Software Development, Product Management, Product Development, Windows
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Astronomy
Applied Direction 2012 - Present
HSBC Private Bank July 2008 - June 2009
Boomerang Pharmaceutical Communications 2008 - 2009
Boomerang Pharmaceutical Communications 2008 - 2009
Packeteer June 2004 - June 2008
Raritan Technologies 2002 - 2004
Skills
Java, SQL, Linux, Software Development, Product Management, Product Development, Windows
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Astronomy
Ernesto Cordovez's HSBC Private Bank Experience July 1997 - Present
Job Senior Vicepresident at HSBC Private Bank
Industry Banking
Experience
Safra National Bank of New York October 2014 - Present
HSBC Private Bank July 1997 - Present
Skills
Fixed Income, Wealth Management, Asset Allocation, Equities, Financial Markets, Banking, Portfolio Management, Wealth Management..., Emerging Markets, Private Banking, Due Diligence, Structured Products, Credit, Series 7, Investments, Trust Services, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, High Net Worth..., Alternative Investments, Investment Banking, Investment Strategies, Risk Management, Derivatives, Relationship Management, Private Equity, AML, Securities, Commercial Banking, Financial Services, Retail Banking, Bloomberg, Investment Advisory, Bonds, Credit Analysis, FX Options, Financial Advisory, Financial Risk, Fund Of Funds, Investment Management, KYC, Operational Risk, Series 63, Trading, Wealth
Education
Universidad Nacional de Colombia 1963 — 1966
Safra National Bank of New York October 2014 - Present
HSBC Private Bank July 1997 - Present
Skills
Fixed Income, Wealth Management, Asset Allocation, Equities, Financial Markets, Banking, Portfolio Management, Wealth Management..., Emerging Markets, Private Banking, Due Diligence, Structured Products, Credit, Series 7, Investments, Trust Services, Capital Markets, Mutual Funds, Asset Management, Hedge Funds, High Net Worth..., Alternative Investments, Investment Banking, Investment Strategies, Risk Management, Derivatives, Relationship Management, Private Equity, AML, Securities, Commercial Banking, Financial Services, Retail Banking, Bloomberg, Investment Advisory, Bonds, Credit Analysis, FX Options, Financial Advisory, Financial Risk, Fund Of Funds, Investment Management, KYC, Operational Risk, Series 63, Trading, Wealth
Education
Universidad Nacional de Colombia 1963 — 1966
Philippe Benzimra's HSBC Private Bank Experience April 1998 - January 2015
Job General Manager at Banque J. Safra Sarasin (Monaco) SA
Industry Banking
Experience
Bank J. Safra Sarasin Ltd January 2015 - Present
HSBC Private Bank April 1998 - January 2015
Education
Université Nice Sophia Antipolis 1994 — 1998
master, financial engineering
Bank J. Safra Sarasin Ltd January 2015 - Present
HSBC Private Bank April 1998 - January 2015
Education
Université Nice Sophia Antipolis 1994 — 1998
master, financial engineering
Lauro Cancela's HSBC Private Bank Experience January 2007 - June 2009
Job Vice President at EFG Capital International Corp.
Industry Banking
Experience
EFG Capital International Corp. February 2013 - Present
Safra National Bank of New York November 2010 - November 2012
Safdie Gestão de Patrimônio August 2009 - November 2010
HSBC Private Bank January 2007 - June 2009
Banco Santander February 2003 - December 2006
Safra National Bank of New York 2000 - 2003
Skills
Private Banking, Fixed Income, Structured Products, Capital Markets, Equities, Investment Banking, Hedge Funds, Wealth Management, Derivatives, Options, Emerging Markets, Financial Markets
Education
University of Miami - School of Business 1999 — 2001
MBA, Finance and Investments
Universidade Paulista 1993 — 1997
BA, Finance
EFG Capital International Corp. February 2013 - Present
Safra National Bank of New York November 2010 - November 2012
Safdie Gestão de Patrimônio August 2009 - November 2010
HSBC Private Bank January 2007 - June 2009
Banco Santander February 2003 - December 2006
Safra National Bank of New York 2000 - 2003
Skills
Private Banking, Fixed Income, Structured Products, Capital Markets, Equities, Investment Banking, Hedge Funds, Wealth Management, Derivatives, Options, Emerging Markets, Financial Markets
Education
University of Miami - School of Business 1999 — 2001
MBA, Finance and Investments
Universidade Paulista 1993 — 1997
BA, Finance
Lawrence Luk, Dip.AIBD, CIM, DMS, FCSI's HSBC Private Bank Experience 1983 - 1985
Job Business Analyst at CIBC Market Risk Management Technology
Industry Capital Markets
Experience
CIBC 2004 - Present
RBC Royal Bank 2001 - 2003
RBC ActionDirect 2000 - 2001
Lloyds TSB April 1996 - July 1997
CEF Capital Ltd (Joint Venture of CIBC and Cheung Kong Holdings) 1994 - 1996
IBJ Asia Limited 1993 - 1994
Standard Chartered Bank 1992 - 1993
CIBC 1989 - 1992
BNP Paribas 1985 - 1988
HSBC Private Bank 1983 - 1985
Skills
Capital Markets, Derivatives, Investment Banking, Risk Management, Market Risk, Financial Markets, Treasury, Syndications, Mutual Funds, Private Banking, Finance, Foreign Exchange, Trading, Fixed Income, Banking, Financial Modeling, Business Analysis, Portfolio Management
Education
The University of Stirling 1979 — 1982
BA, Economics & Accountancy
St.Joseph's Anglo-Chinese School 1967 — 1975
CIBC 2004 - Present
RBC Royal Bank 2001 - 2003
RBC ActionDirect 2000 - 2001
Lloyds TSB April 1996 - July 1997
CEF Capital Ltd (Joint Venture of CIBC and Cheung Kong Holdings) 1994 - 1996
IBJ Asia Limited 1993 - 1994
Standard Chartered Bank 1992 - 1993
CIBC 1989 - 1992
BNP Paribas 1985 - 1988
HSBC Private Bank 1983 - 1985
Skills
Capital Markets, Derivatives, Investment Banking, Risk Management, Market Risk, Financial Markets, Treasury, Syndications, Mutual Funds, Private Banking, Finance, Foreign Exchange, Trading, Fixed Income, Banking, Financial Modeling, Business Analysis, Portfolio Management
Education
The University of Stirling 1979 — 1982
BA, Economics & Accountancy
St.Joseph's Anglo-Chinese School 1967 — 1975
Robert Constantine's HSBC Private Bank Experience June 2002 - June 2009
Job Director of Planned Giving RIT
Industry Philanthropy
Experience
Rochester Institute of Technology January 2011 - Present
HSBC Private Bank June 2002 - June 2009
Robert W. Constantine, Attorney at Law March 1998 - June 2002
Damon Morey, LLP March 1975 - March 1998
Skills
Estate Planning, Trusts, Planned Giving, Charitable Gift Planning, Philanthropy, Estate Law, Public Speaking, Alumni Relations, Fundraising, Volunteer Management, Stewardship, Annual Giving, Strategy, Board Development
Education
State University of New York College at Buffalo
JD, MBA
University of Pennsylvania
BA, History
Canterbury School, New Milford, Ct.
Rochester Institute of Technology January 2011 - Present
HSBC Private Bank June 2002 - June 2009
Robert W. Constantine, Attorney at Law March 1998 - June 2002
Damon Morey, LLP March 1975 - March 1998
Skills
Estate Planning, Trusts, Planned Giving, Charitable Gift Planning, Philanthropy, Estate Law, Public Speaking, Alumni Relations, Fundraising, Volunteer Management, Stewardship, Annual Giving, Strategy, Board Development
Education
State University of New York College at Buffalo
JD, MBA
University of Pennsylvania
BA, History
Canterbury School, New Milford, Ct.
Miriam Rose's HSBC Private Bank Experience August 2013 - Present
Job Senior Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank August 2013 - Present
First Republic Bank February 2012 - Present
Citi Private Bank January 1996 - February 2012
Wells Fargo Bank 1988 - 1995
Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives
Education
University of California, Davis
BA, Languages
HSBC Private Bank August 2013 - Present
First Republic Bank February 2012 - Present
Citi Private Bank January 1996 - February 2012
Wells Fargo Bank 1988 - 1995
Skills
Bloomberg, Analysis, Access, Financial Modeling, Risk Management, Financial Analysis, Finance, Strategic Financial..., Business Analysis, Valuation, Alternative Investments, Fixed Income, Microsoft Excel, Hedge Funds, Capital Markets, Derivatives
Education
University of California, Davis
BA, Languages
Marcello Arona's HSBC Private Bank Experience 2001 - February 2005
Job Regional CFO Americas at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers December 2013 - Present
AXA Investment Managers February 2012 - November 2013
AXA Investment Managers 2005 - 2012
HSBC Private Bank 2001 - February 2005
Price Waterhouse Coopers 1997 - 2001
Education
Università degli Studi di Pavia 1990 — 1997
Economics, Finance and Financial Management Services
Liceo Scientifico Novi Ligure 1985 — 1990
AXA Investment Managers December 2013 - Present
AXA Investment Managers February 2012 - November 2013
AXA Investment Managers 2005 - 2012
HSBC Private Bank 2001 - February 2005
Price Waterhouse Coopers 1997 - 2001
Education
Università degli Studi di Pavia 1990 — 1997
Economics, Finance and Financial Management Services
Liceo Scientifico Novi Ligure 1985 — 1990
Ariel Kay's HSBC Private Bank Experience 2007 - September 2013
Job Senior Vice President Relationship Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank 2007 - September 2013
Santander Private Banking 2004 - 2007
Fitch Ratings 2002 - 2004
Skills
Investments, Portfolio Management, Private Banking, Wealth Management, Asset Allocation, Investment Strategies, Asset Managment
Education
Thunderbird School of Global Management 1997 — 1998
MBA International Business, Finance
Universidad Argentina de la Empresa 1989 — 1994
Bachelor in International Business, International Business
HSBC Private Bank 2007 - September 2013
Santander Private Banking 2004 - 2007
Fitch Ratings 2002 - 2004
Skills
Investments, Portfolio Management, Private Banking, Wealth Management, Asset Allocation, Investment Strategies, Asset Managment
Education
Thunderbird School of Global Management 1997 — 1998
MBA International Business, Finance
Universidad Argentina de la Empresa 1989 — 1994
Bachelor in International Business, International Business
Tala Nijmeh's HSBC Private Bank Experience September 2005 - March 2008
Job Graduate Assistant at University of Memphis
Industry Banking
Experience
Fogelman College of Business, University of Memphis January 2013 - December 2014
Pinkdust December 2011 - April 2013
Citi September 2010 - June 2012
HSBC June 2009 - September 2010
Jordinvest May 2008 - June 2009
HSBC Private Bank September 2005 - March 2008
Skills
Advanced Excel skills, Financial Analysis and..., Research Analysis, Fluent in English and..., Financial Analysis, Commercial Banking, Research
Education
The University of Memphis 2013 — 2015
Master of Science (M.S.), Finance
NYIT 2006 — 2008
Master of Business Administration (M.B.A.)
The University of Jordan 2002 — 2005
B.A, Information Technology
Fogelman College of Business, University of Memphis January 2013 - December 2014
Pinkdust December 2011 - April 2013
Citi September 2010 - June 2012
HSBC June 2009 - September 2010
Jordinvest May 2008 - June 2009
HSBC Private Bank September 2005 - March 2008
Skills
Advanced Excel skills, Financial Analysis and..., Research Analysis, Fluent in English and..., Financial Analysis, Commercial Banking, Research
Education
The University of Memphis 2013 — 2015
Master of Science (M.S.), Finance
NYIT 2006 — 2008
Master of Business Administration (M.B.A.)
The University of Jordan 2002 — 2005
B.A, Information Technology
Mason Nave's HSBC Private Bank Experience December 2007 - June 2008
Job Driven Sales and Marketing Professional
Industry Sports
Experience
Cittadella Hockey, PD Italy August 2011 - March 2013
Comcast June 2009 - July 2011
San Francisco Food Bank October 2008 - May 2009
M+W Zander July 2008 - October 2008
HSBC Private Bank December 2007 - June 2008
Tres Gringos Baja Cantina August 2003 - January 2007
Skills
Non-profits, Microsoft Office, Event Planning, Social Media, Microsoft Excel, Research, PowerPoint, Customer Service
Education
San Jose State University
B.S, Business Administration/Marketing
Cittadella Hockey, PD Italy August 2011 - March 2013
Comcast June 2009 - July 2011
San Francisco Food Bank October 2008 - May 2009
M+W Zander July 2008 - October 2008
HSBC Private Bank December 2007 - June 2008
Tres Gringos Baja Cantina August 2003 - January 2007
Skills
Non-profits, Microsoft Office, Event Planning, Social Media, Microsoft Excel, Research, PowerPoint, Customer Service
Education
San Jose State University
B.S, Business Administration/Marketing
Melissa Zadrozny's HSBC Private Bank Experience April 2004 - August 2006
Job Branch Operations Advisor at Citizens Bank
Industry Banking
Experience
Citizens Bank Branch Operations AdvisorCitizens BankAugust 2006 - Present
HSBC Private Bank April 2004 - August 2006
Education
University at Albany, SUNY 2007 — 2009
Business, Music, Psychology
Duanesburg High School
Duanesburg jr/sr high school
Citizens Bank Branch Operations AdvisorCitizens BankAugust 2006 - Present
HSBC Private Bank April 2004 - August 2006
Education
University at Albany, SUNY 2007 — 2009
Business, Music, Psychology
Duanesburg High School
Duanesburg jr/sr high school
Vanessa Gardianos's HSBC Private Bank Experience May 2015 - Present
Job Vice President at HSBC Private Bank
Industry Law Practice
Experience
HSBC Private Bank May 2015 - Present
HSBC Private Bank April 2014 - May 2015
Hughes Hubbard & Reed LLP August 2009 - March 2014
Weitz & Luxenberg June 2008 - August 2008
Skills
Litigation, Legal Research, Appeals, Civil Litigation, Legal Writing, Courts, Arbitration, Westlaw, Depositions, Commercial Litigation, Trials, Mediation, Litigation Support, Trial Practice, Torts, Bankruptcy, Motions, Class Actions, Securities
Education
St. John's University School of Law 2006 — 2009
J.D., Law
Villanova University 2002 — 2006
B.A., cum laude, History & Political Science
HSBC Private Bank May 2015 - Present
HSBC Private Bank April 2014 - May 2015
Hughes Hubbard & Reed LLP August 2009 - March 2014
Weitz & Luxenberg June 2008 - August 2008
Skills
Litigation, Legal Research, Appeals, Civil Litigation, Legal Writing, Courts, Arbitration, Westlaw, Depositions, Commercial Litigation, Trials, Mediation, Litigation Support, Trial Practice, Torts, Bankruptcy, Motions, Class Actions, Securities
Education
St. John's University School of Law 2006 — 2009
J.D., Law
Villanova University 2002 — 2006
B.A., cum laude, History & Political Science
Veronica Varela's HSBC Private Bank Experience December 2010 - Present
Job AVP Relationship Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank December 2010 - Present
Mercantil Commercebank N.A. July 2009 - December 2010
Mercantil Commercebank N.A. July 2008 - July 2009
Education
Universidad ICESI 2001 — 2005
Economics, Economics, International Business, Marketing
HSBC Private Bank December 2010 - Present
Mercantil Commercebank N.A. July 2009 - December 2010
Mercantil Commercebank N.A. July 2008 - July 2009
Education
Universidad ICESI 2001 — 2005
Economics, Economics, International Business, Marketing
Julie Ellert's HSBC Private Bank Experience January 2009 - July 2009
Job Sales Associate Cross Asset Investment Solutions at Natixis North America
Industry Investment Banking
Experience
Natixis North America January 2013 - Present
SGCIB September 2010 - March 2012
Credit Agricole CIB August 2009 - December 2009
HSBC Private Bank January 2009 - July 2009
Rabobank January 2008 - July 2008
Skills
Derivatives Products, Structured Products, Derivatives, Equities, Asset Allocation, Treasury, Interest Rate..., Foreign Exchange, Structured Commodity..., Series 7, Series 63, Swaps, Alternative Investments, Investments
Education
ESSCA - Ecole Supérieure des Sciences Commerciales d’Angers 2007 — 2009
Master
Sherbrooke University 2006 — 2007
Bachelor
Advancia 2005 — 2007
Bachelor
Natixis North America January 2013 - Present
SGCIB September 2010 - March 2012
Credit Agricole CIB August 2009 - December 2009
HSBC Private Bank January 2009 - July 2009
Rabobank January 2008 - July 2008
Skills
Derivatives Products, Structured Products, Derivatives, Equities, Asset Allocation, Treasury, Interest Rate..., Foreign Exchange, Structured Commodity..., Series 7, Series 63, Swaps, Alternative Investments, Investments
Education
ESSCA - Ecole Supérieure des Sciences Commerciales d’Angers 2007 — 2009
Master
Sherbrooke University 2006 — 2007
Bachelor
Advancia 2005 — 2007
Bachelor
Vikram gill's HSBC Private Bank Experience January 2011 - August 2012
Job manager clarion
Industry Hospitality
Experience
HSBC Private Bank January 2011 - August 2012
Education
University of California, Berkeley 2009 — 2010
national institute of tech
HSBC Private Bank January 2011 - August 2012
Education
University of California, Berkeley 2009 — 2010
national institute of tech
Nassim Benhadj's HSBC Private Bank Experience November 2012 - Present
Job Management accountant at HSBC Private Bank UK
Industry Financial Services
Experience
HSBC Private Bank November 2012 - Present
HSBC Private Bank 2010 - Present
Education
Université de Nice-Sophia Antipolis 2009 — 2010
Master's Second Degree, Financial Mathematics
USTHB 2004 — 2009
Engineer in Operations Research, Mathematical Modeling of the Economic Decision
HSBC Private Bank November 2012 - Present
HSBC Private Bank 2010 - Present
Education
Université de Nice-Sophia Antipolis 2009 — 2010
Master's Second Degree, Financial Mathematics
USTHB 2004 — 2009
Engineer in Operations Research, Mathematical Modeling of the Economic Decision
Rafael Sagarbarria's HSBC Private Bank Experience June 2014 - Present
Job Relationship Manager at HSBC Private Bank
Industry Investment Banking
Experience
HSBC Private Bank June 2014 - Present
HSBC Private Bank September 2010 - June 2014
Brown & Brown April 2009 - September 2010
Skills
Employment Practices..., Professional Liability, Commercial Insurance, Property & Casualty..., D&O, Legal Liability, Umbrella Insurance, Inland Marine, Commercial Lines, Surety Bonds, Casualty, Workers Compensation, Liability, Insurance, Liability Analysis, Brokers, General Insurance, Health Insurance, Homeowners, Underwriting, Investments, Strategic Financial..., Wealth Management, Series 7, Bonds, Public Relations, Fixed Annuities, Residential Mortgages, Capital Markets, Mutual Funds, Finance, Financial Modeling, Retirement Planning, Banking, Due Diligence, Employee Benefits, Retail Banking, Financial Analysis, New Business Development, Risk Management, Analysis, Term Life Insurance, Asset Management, Life Insurance, Private Banking, Corporate Finance, Securities, Financial Risk, Commercial Banking, Relationship Management
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
International Economics, Economics
HSBC Private Bank June 2014 - Present
HSBC Private Bank September 2010 - June 2014
Brown & Brown April 2009 - September 2010
Skills
Employment Practices..., Professional Liability, Commercial Insurance, Property & Casualty..., D&O, Legal Liability, Umbrella Insurance, Inland Marine, Commercial Lines, Surety Bonds, Casualty, Workers Compensation, Liability, Insurance, Liability Analysis, Brokers, General Insurance, Health Insurance, Homeowners, Underwriting, Investments, Strategic Financial..., Wealth Management, Series 7, Bonds, Public Relations, Fixed Annuities, Residential Mortgages, Capital Markets, Mutual Funds, Finance, Financial Modeling, Retirement Planning, Banking, Due Diligence, Employee Benefits, Retail Banking, Financial Analysis, New Business Development, Risk Management, Analysis, Term Life Insurance, Asset Management, Life Insurance, Private Banking, Corporate Finance, Securities, Financial Risk, Commercial Banking, Relationship Management
Education
University of Florida - Warrington College of Business Administration 2002 — 2006
International Economics, Economics
Raymond Carpentieri's HSBC Private Bank Experience October 2010 - November 2011
Job Tullett Prebon Trade Support
Industry Banking
Experience
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Tullett Prebon May 2013 - Present
Toyota Motor January 2012 - May 2013
HSBC Private Bank October 2010 - November 2011
Tullett liberty Securities April 2004 - August 2010
Neuberger Berman June 2001 - April 2004
Morgan Stanley 1980 - 2001
Skills
Asset Management, Equities, Bloomberg, Hedge Funds, Fixed Income, Investments, Banking, Financial Services, Investment Banking, Capital Markets, Financial Markets, Relationship Management, Risk Management, Operations Management, Portfolio Management, FX Options, Trading, Wealth Management, Trading Systems, Securities, Back Office, Options, Financial Risk, Credit, Asset Managment, Derivatives, Private Equity, Mutual Funds, Alternative Investments
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Business Management
Pia Mathur's HSBC Private Bank Experience October 2012 - Present
Job Assistant Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank October 2012 - Present
HSBC Private Bank April 2012 - October 2012
HSBC Private Bank August 2011 - March 2012
HSBC June 2010 - August 2010
Skills
Series 7, Series 66
Education
University of Cambridge 2009 — 2011
Mathematics
St. Stephen's College 2006 — 2009
BA Honours, Mathematics
HSBC Private Bank October 2012 - Present
HSBC Private Bank April 2012 - October 2012
HSBC Private Bank August 2011 - March 2012
HSBC June 2010 - August 2010
Skills
Series 7, Series 66
Education
University of Cambridge 2009 — 2011
Mathematics
St. Stephen's College 2006 — 2009
BA Honours, Mathematics
Brian McGann, CFA's HSBC Private Bank Experience 1994 - 2006
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
Jonathan Blasco's HSBC Private Bank Experience May 2006 - May 2012
Job Relationship Manager at Titanus Wealth Planning Sagl
Industry Insurance
Experience
Titanus Wealth Planning Sagl June 2015 - Present
B.I.G. Bazzani Intermediazioni Generali 2015 - Present
Jonathan Blasco November 2014 - Present
MPM & Parnters June 2012 - December 2013
HSBC Private Bank May 2006 - May 2012
Skills
Private Banking, Bloomberg, Banking, Derivatives, Wealth Management..., Wealth Management, Structured Products, Credit, Commercial Banking, Portfolio Management, Retail Banking, Credit Analysis, Investment Advisory, Loans, English, Fixed Income, Equities, FX Options, Credit Risk, Consumer Lending, Financial Markets
Education
Université Nice Sophia Antipolis 2005 — 2007
Master, Finance / Wealth Management
Toulouse Business School 2004 — 2005
Bachelor, Management
Classe Preparatoire
Titanus Wealth Planning Sagl June 2015 - Present
B.I.G. Bazzani Intermediazioni Generali 2015 - Present
Jonathan Blasco November 2014 - Present
MPM & Parnters June 2012 - December 2013
HSBC Private Bank May 2006 - May 2012
Skills
Private Banking, Bloomberg, Banking, Derivatives, Wealth Management..., Wealth Management, Structured Products, Credit, Commercial Banking, Portfolio Management, Retail Banking, Credit Analysis, Investment Advisory, Loans, English, Fixed Income, Equities, FX Options, Credit Risk, Consumer Lending, Financial Markets
Education
Université Nice Sophia Antipolis 2005 — 2007
Master, Finance / Wealth Management
Toulouse Business School 2004 — 2005
Bachelor, Management
Classe Preparatoire
Cheryl D. Gaskins's HSBC Private Bank Experience 1996 - 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Modern Bank, N.A. September 2010 - March 2011
Herald National Bank 2008 - 2010
HSBC Private Bank 1996 - 2008
Bank of America 1990 - 1994
Skills
Private Banking, Banking, Credit, Portfolio Management, Wealth Management, Credit Analysis, Commercial Banking, Capital Markets, Investments, Commercial Lending, Hedge Funds, Financial Risk, Risk Management, Series 7, Alternative Investments, Asset Managment, Equities, Corporate Finance, Credit Risk, Wealth Management..., Loans, Securities, Fixed Income, Financial Structuring, AML, Financial Services
Education
The Ohio State University
Masters of Arts, History
Credit Suisse July 2011 - Present
Modern Bank, N.A. September 2010 - March 2011
Herald National Bank 2008 - 2010
HSBC Private Bank 1996 - 2008
Bank of America 1990 - 1994
Skills
Private Banking, Banking, Credit, Portfolio Management, Wealth Management, Credit Analysis, Commercial Banking, Capital Markets, Investments, Commercial Lending, Hedge Funds, Financial Risk, Risk Management, Series 7, Alternative Investments, Asset Managment, Equities, Corporate Finance, Credit Risk, Wealth Management..., Loans, Securities, Fixed Income, Financial Structuring, AML, Financial Services
Education
The Ohio State University
Masters of Arts, History
Martin Gruber's HSBC Private Bank Experience DirectorCitigroup Private Bank2001 - 2006
Job Managing Director at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank DirectorCitigroup Private Bank2001 - 2006
EY September 1986 - September 1992
Education
University at Albany, SUNY 1982 — 1986
BS, Accounting
Walt Whitman High School
HSBC Private Bank DirectorCitigroup Private Bank2001 - 2006
EY September 1986 - September 1992
Education
University at Albany, SUNY 1982 — 1986
BS, Accounting
Walt Whitman High School
Sean Bhogadia's HSBC Private Bank Experience January 1990 - January 2005
Job Owner, seanbeam Ent. llc
Industry Leisure, Travel & Tourism
Experience
seanbeam llc CEOSeanbeam Ent LlcJanuary 2008 - Present
HSBC Private Bank January 1990 - January 2005
Skills
International Banking..., Financial Banking Fraud..., Systems Engineering, Event Management, Hospitality, Tourism, Vacation, Customer Service, Marketing Strategy, Leisure Travel, Hotels, Public Relations, Advertising, Strategic Planning, Marketing, Leisure, Cruises, Social Media Marketing
Education
University of Greenwich 1997 — 2001
Bachelor's Degree
Barnes High school
Bachelor's degree, Tourism and Travel Services Management/ C&G Aircon/Ref.IATA1-3
University of Greenwich
seanbeam llc CEOSeanbeam Ent LlcJanuary 2008 - Present
HSBC Private Bank January 1990 - January 2005
Skills
International Banking..., Financial Banking Fraud..., Systems Engineering, Event Management, Hospitality, Tourism, Vacation, Customer Service, Marketing Strategy, Leisure Travel, Hotels, Public Relations, Advertising, Strategic Planning, Marketing, Leisure, Cruises, Social Media Marketing
Education
University of Greenwich 1997 — 2001
Bachelor's Degree
Barnes High school
Bachelor's degree, Tourism and Travel Services Management/ C&G Aircon/Ref.IATA1-3
University of Greenwich
Will Havey's HSBC Private Bank Experience May 2007 - July 2010
Job Seasoned AVP, experienced in domestic/international wealth management, foreign exchange and publishing.
Industry Banking
Experience
Whole Foods Market July 2012 - Present
HSBC Private Bank May 2007 - July 2010
CITIGROUP PRIVATE BANK January 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg Terminal, Collateral Management, Account Reconciliation, Investigation, P&L Analysis, Financial Modeling, Budget Process, Foreign Exchange, Income Statement, Accruals, Credit, Credit Risk, Derivatives, Equities, Finance
Education
CUNY, Baruch College
MBA, Marketing Administration
University of Florida
Bachelor of Fine Arts
Whole Foods Market July 2012 - Present
HSBC Private Bank May 2007 - July 2010
CITIGROUP PRIVATE BANK January 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Bloomberg Terminal, Collateral Management, Account Reconciliation, Investigation, P&L Analysis, Financial Modeling, Budget Process, Foreign Exchange, Income Statement, Accruals, Credit, Credit Risk, Derivatives, Equities, Finance
Education
CUNY, Baruch College
MBA, Marketing Administration
University of Florida
Bachelor of Fine Arts
Eileen Vedel-Cueva's HSBC Private Bank Experience October 1981 - Present
Job Managing Director at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank October 1981 - Present
HSBC 1981 - Present
U.S. Department of State June 1981 - September 1981
Princess Cruises September 1978 - May 1979
Skills
Private Banking, Wealth Management, Investments, Capital Markets, Fixed Income, Financial Advisory, Insurance, Risk Management, Banking, Alternative Investments, Portfolio Management, Relationship Management, Derivatives, Equities, Hedge Funds, High Net Worth..., Estate Planning, Asset Management, Asset Allocation, Wealth Management..., Private Equity, Investment Advisory, Series 63, Investment Strategies, Investment Banking, Financial Services, AML, Securities, Emerging Markets, Financial Risk, Series 7, Structured Products, Wealth, Financial Markets, Mutual Funds
Education
University of Southern California 1979 — 1981
Bachelor of Arts (BA), International Relations and Affairs
University of Puerto Rico 1977 — 1978
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
HSBC Private Bank October 1981 - Present
HSBC 1981 - Present
U.S. Department of State June 1981 - September 1981
Princess Cruises September 1978 - May 1979
Skills
Private Banking, Wealth Management, Investments, Capital Markets, Fixed Income, Financial Advisory, Insurance, Risk Management, Banking, Alternative Investments, Portfolio Management, Relationship Management, Derivatives, Equities, Hedge Funds, High Net Worth..., Estate Planning, Asset Management, Asset Allocation, Wealth Management..., Private Equity, Investment Advisory, Series 63, Investment Strategies, Investment Banking, Financial Services, AML, Securities, Emerging Markets, Financial Risk, Series 7, Structured Products, Wealth, Financial Markets, Mutual Funds
Education
University of Southern California 1979 — 1981
Bachelor of Arts (BA), International Relations and Affairs
University of Puerto Rico 1977 — 1978
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Vanessa Nierenberg-Perne's HSBC Private Bank Experience July 2010 - Present
Job Credit Controller at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank July 2010 - Present
BNP Paribas January 2006 - July 2010
Harrods April 2003 - November 2004
Wally's Wine & Spirits November 1999 - June 2002
Education
CFPPA, Beaune 1998 — 1999
Connaissance et commercialisation international des vins & spiritueux
The University of Montana 1992 — 1997
B.A., French
The University of Montana - School of Business Administration 1992 — 1997
B.S., International Business & Management
Charles M. Russell High School 1988 — 1992
College Prep Diploma
HSBC Private Bank July 2010 - Present
BNP Paribas January 2006 - July 2010
Harrods April 2003 - November 2004
Wally's Wine & Spirits November 1999 - June 2002
Education
CFPPA, Beaune 1998 — 1999
Connaissance et commercialisation international des vins & spiritueux
The University of Montana 1992 — 1997
B.A., French
The University of Montana - School of Business Administration 1992 — 1997
B.S., International Business & Management
Charles M. Russell High School 1988 — 1992
College Prep Diploma
Rose Marie Stadtmiller - PMP, MBA's HSBC Private Bank Experience January 2007 - Present
Job Project Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2007 - Present
HSBC Private Bank January 2004 - January 2007
HSBC Private Bank January 2002 - January 2004
HSBC Private Bank January 2001 - January 2002
Skills
SDLC, Testing, Agile Methodologies, Business Requirements, Project Management, Business Process, Private Banking, Analysis, Quality Assurance, Project Delivery, Change Management, Software Documentation, Requirements Analysis, Business Analysis, Software Project..., User Acceptance Testing
Education
Saint Peter's University 1997 — 1999
MBA, MIS
Saint Peter's University 1992 — 1996
Bachelor of Science, MIS
HSBC Private Bank January 2007 - Present
HSBC Private Bank January 2004 - January 2007
HSBC Private Bank January 2002 - January 2004
HSBC Private Bank January 2001 - January 2002
Skills
SDLC, Testing, Agile Methodologies, Business Requirements, Project Management, Business Process, Private Banking, Analysis, Quality Assurance, Project Delivery, Change Management, Software Documentation, Requirements Analysis, Business Analysis, Software Project..., User Acceptance Testing
Education
Saint Peter's University 1997 — 1999
MBA, MIS
Saint Peter's University 1992 — 1996
Bachelor of Science, MIS
Claudia Palombo's HSBC Private Bank Experience September 1998 - September 2003
Job Financial Advisor en Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2008 - Present
UBS International September 2003 - October 2008
HSBC Private Bank September 1998 - September 2003
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Arts, Economics
Morgan Stanley Smith Barney October 2008 - Present
UBS International September 2003 - October 2008
HSBC Private Bank September 1998 - September 2003
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Arts, Economics
Jo-Anne Faircloth's HSBC Private Bank Experience 1988 - Present
Job Custody Officer at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 1988 - Present
Goldome Bank 1986 - 1988
Education
Buffalo State College 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Holy Angels Academy 1976 — 1980
HSBC Private Bank 1988 - Present
Goldome Bank 1986 - 1988
Education
Buffalo State College 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Holy Angels Academy 1976 — 1980
Thibault Ors's HSBC Private Bank Experience March 2015 - Present
Job HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank March 2015 - Present
Merrill Lynch March 2013 - January 2014
AXA May 2011 - June 2011
FIDAL June 2010 - July 2010
Skills
Wealth Management, Analysis, KYC, AML, Financial Markets, Microsoft Excel
Education
Université de Nice-Sophia Antipolis 2012 — 2013
Master 2, Droit des responsabilités
Université de Nice-Sophia Antipolis 2011 — 2012
Master 1, Droit privé
Université de Nice-Sophia Antipolis 2008 — 2011
Licence, Droit et Science Politique
Lycée Albert Calmette 2004 — 2007
Baccalauréat, Scientifique
HSBC Private Bank March 2015 - Present
Merrill Lynch March 2013 - January 2014
AXA May 2011 - June 2011
FIDAL June 2010 - July 2010
Skills
Wealth Management, Analysis, KYC, AML, Financial Markets, Microsoft Excel
Education
Université de Nice-Sophia Antipolis 2012 — 2013
Master 2, Droit des responsabilités
Université de Nice-Sophia Antipolis 2011 — 2012
Master 1, Droit privé
Université de Nice-Sophia Antipolis 2008 — 2011
Licence, Droit et Science Politique
Lycée Albert Calmette 2004 — 2007
Baccalauréat, Scientifique
Soumi Chakraborti's HSBC Private Bank Experience April 2005 - August 2005
Job Freelance Writer/Editor
Industry Writing and Editing
Experience
Tempesta Media June 2013 - Present
HSBC Private Bank April 2005 - August 2005
HSBC April 2005 - August 2005
ICFAI UNIVERSITY PRESS October 2004 - March 2005
Skills
Editing, Microsoft Office, Social Media, Photoshop, Microsoft Word, Microsoft Excel, Customer Service, Research, PowerPoint, Photography, Event Planning, Creative Writing, Copywriting, Blogging, Copy Editing
Education
University of Calcutta 2002 — 2004
Masters, Journalism
University of Calcutta 2002 — 2004
Masters, Journalism
Bharatiya Vidya Bhavan, Kolkata 2002 — 2003
Post-graduate Diploma; BA, Journalism; Journalism with Advertising and Public Relations
Patna Women's College 1999 — 2002
BA in Communicative Englsih(Media Studies), Advertising, Public Relations and Journalism
St Joseph's Convent High School 1997 — 1999
Xth and XIIth, Arts
Tempesta Media June 2013 - Present
HSBC Private Bank April 2005 - August 2005
HSBC April 2005 - August 2005
ICFAI UNIVERSITY PRESS October 2004 - March 2005
Skills
Editing, Microsoft Office, Social Media, Photoshop, Microsoft Word, Microsoft Excel, Customer Service, Research, PowerPoint, Photography, Event Planning, Creative Writing, Copywriting, Blogging, Copy Editing
Education
University of Calcutta 2002 — 2004
Masters, Journalism
University of Calcutta 2002 — 2004
Masters, Journalism
Bharatiya Vidya Bhavan, Kolkata 2002 — 2003
Post-graduate Diploma; BA, Journalism; Journalism with Advertising and Public Relations
Patna Women's College 1999 — 2002
BA in Communicative Englsih(Media Studies), Advertising, Public Relations and Journalism
St Joseph's Convent High School 1997 — 1999
Xth and XIIth, Arts
Vandana Shah's HSBC Private Bank Experience January 2009 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Private Bank January 2009 - March 2011
HSBC Bank January 2007 - December 2008
ICICI Bank February 2003 - December 2006
Royal Bank of Scotland August 2002 - January 2003
Skills
Banking, Loans, Retail Banking, Relationship Management, Risk Management, Mutual Funds, Investments, Cross Selling, Management, Internal Audit, KYC, AML, SAR, Compliance, Wealth Management, Customer Retention, Client Liaison, Customer Service, Account Management, Mortgage Lending
Education
The Association of Certified Anti Money Laundering Specialists
Certified Anti Money Laundering Specialist-ACAMS, AML, KYC, SAR, Compliance
The Institute of Company Secretaries of India, New Delhi
Company Secretary, Corporate and Company Laws
The Maharaja Sayajirao University of Baroda
Masters in Accounting and Financial Management
HSBC Private Bank January 2009 - March 2011
HSBC Bank January 2007 - December 2008
ICICI Bank February 2003 - December 2006
Royal Bank of Scotland August 2002 - January 2003
Skills
Banking, Loans, Retail Banking, Relationship Management, Risk Management, Mutual Funds, Investments, Cross Selling, Management, Internal Audit, KYC, AML, SAR, Compliance, Wealth Management, Customer Retention, Client Liaison, Customer Service, Account Management, Mortgage Lending
Education
The Association of Certified Anti Money Laundering Specialists
Certified Anti Money Laundering Specialist-ACAMS, AML, KYC, SAR, Compliance
The Institute of Company Secretaries of India, New Delhi
Company Secretary, Corporate and Company Laws
The Maharaja Sayajirao University of Baroda
Masters in Accounting and Financial Management
Grace Paredes's HSBC Private Bank Experience 1990 - 2012
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York July 2013 - Present
HSBC Private Bank 1990 - 2012
Skills
Wealth Management, Hedge Funds, Derivatives, Investments, Portfolio Management, Mutual Funds, Equities, Fixed Income, Asset Management, Banking
Education
University of Miami - School of Business 1982 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Safra National Bank of New York July 2013 - Present
HSBC Private Bank 1990 - 2012
Skills
Wealth Management, Hedge Funds, Derivatives, Investments, Portfolio Management, Mutual Funds, Equities, Fixed Income, Asset Management, Banking
Education
University of Miami - School of Business 1982 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Derek Becker's HSBC Private Bank Experience October 2010 - Present
Job processing specialist at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank October 2010 - Present
Fetch Logistics October 2010 - October 2010
Selective Staffing Solutions January 2010 - March 2010
Buffalo Athletic Club November 2008 - January 2010
Skills
Human Resources, Customer Service, Sourcing, Social Networking, Process Scheduler
Education
State University of New York at Buffalo 2005 — 2009
Bachelor's degree, Communication and Media Studies
HSBC Private Bank October 2010 - Present
Fetch Logistics October 2010 - October 2010
Selective Staffing Solutions January 2010 - March 2010
Buffalo Athletic Club November 2008 - January 2010
Skills
Human Resources, Customer Service, Sourcing, Social Networking, Process Scheduler
Education
State University of New York at Buffalo 2005 — 2009
Bachelor's degree, Communication and Media Studies
Ellen Church's HSBC Private Bank Experience May 1988 - November 2003
Job Assistant Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank November 2003 - Present
HSBC Private Bank May 1988 - November 2003
Williams, Stevens, McCarville & Frizzell, P.C. January 1980 - December 1987
Education
State University of New York College at Geneseo 1970 — 1974
Bachelor of Arts (BA), English/Communications
M&T Bank November 2003 - Present
HSBC Private Bank May 1988 - November 2003
Williams, Stevens, McCarville & Frizzell, P.C. January 1980 - December 1987
Education
State University of New York College at Geneseo 1970 — 1974
Bachelor of Arts (BA), English/Communications
Christina Lucero's HSBC Private Bank Experience January 2001 - September 2007
Job ASSET MANAGER II at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan September 2007 - Present
HSBC Private Bank January 2001 - September 2007
Skills
Portfolio Management, Auditing, Quality Assurance, Asset Management, Due Diligence, Underwriting, Compliance, Loss Mitigation, REO, Default, Mortgage Banking, Refinance, Valuation, Organizational..., Title Searches, Risk Assessment, Foreclosures, Real Estate, Real Estate Transactions, Appraisals
Education
San Diego State University-California State University 1986 — 1994
International Business
Workshop
J.P. Morgan September 2007 - Present
HSBC Private Bank January 2001 - September 2007
Skills
Portfolio Management, Auditing, Quality Assurance, Asset Management, Due Diligence, Underwriting, Compliance, Loss Mitigation, REO, Default, Mortgage Banking, Refinance, Valuation, Organizational..., Title Searches, Risk Assessment, Foreclosures, Real Estate, Real Estate Transactions, Appraisals
Education
San Diego State University-California State University 1986 — 1994
International Business
Workshop
Ravi Kris's HSBC Private Bank Experience September 2005 - November 2007
Job
Industry Machinery
Experience
PNC August 2012 - January 2014
Bank of America June 2011 - July 2012
Morbark, Inc April 2010 - May 2011
SunTrust Bank February 2009 - March 2010
Dassault Systèmes December 2007 - January 2009
HSBC Private Bank September 2005 - November 2007
Education
University of California, Berkeley 2012 — 2013
Master of Business Administration (MBA), International Business & Marketing
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BE), Mechanical Engineering
PNC August 2012 - January 2014
Bank of America June 2011 - July 2012
Morbark, Inc April 2010 - May 2011
SunTrust Bank February 2009 - March 2010
Dassault Systèmes December 2007 - January 2009
HSBC Private Bank September 2005 - November 2007
Education
University of California, Berkeley 2012 — 2013
Master of Business Administration (MBA), International Business & Marketing
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BE), Mechanical Engineering
Marlon Zuniga's HSBC Private Bank Experience August 2011 - Present
Job Business Management Officer at HSBC Private BankVice President
Industry Banking
Experience
HSBC Private Bank August 2011 - Present
HSBC Private Bank August 2010 - August 2011
J.P Morgan Chase August 2008 - August 2010
Skills
Banking, Finance, Analytical Skills, Problem Solving, Microsoft Excel, Data Analysis, Team-oriented, People-oriented, Emotional Intelligence, Communication, Business Strategy
Education
Stillman School of Business at Seton Hall University
Master of Business Administration (MBA), Entrepreneurship and Operations Management
Seton Hall University 2006 — 2008
Bachelor's degree, Finance, General, Cum Laude
HSBC Private Bank August 2011 - Present
HSBC Private Bank August 2010 - August 2011
J.P Morgan Chase August 2008 - August 2010
Skills
Banking, Finance, Analytical Skills, Problem Solving, Microsoft Excel, Data Analysis, Team-oriented, People-oriented, Emotional Intelligence, Communication, Business Strategy
Education
Stillman School of Business at Seton Hall University
Master of Business Administration (MBA), Entrepreneurship and Operations Management
Seton Hall University 2006 — 2008
Bachelor's degree, Finance, General, Cum Laude
Margaret Bigelow's HSBC Private Bank Experience 2006 - 2006
Job High Net Worth Credit Underwriting and Management
Industry Banking
Experience
RBC Wealth Management 2007 - Present
HSBC Private Bank 2006 - 2006
JPMorgan Chase 1991 - 2006
Skills
Banking, Credit, Private Banking, Wealth Management, Financial Analysis, Investments, Financial Services, Portfolio Management, Credit Risk, Loans, Risk Management, Equities, Fixed Income, Mutual Funds, Credit Analysis
Education
Thunderbird School of Global Management
Master of International Management
Tufts University
Bachelor of Arts (B.A.)
RBC Wealth Management 2007 - Present
HSBC Private Bank 2006 - 2006
JPMorgan Chase 1991 - 2006
Skills
Banking, Credit, Private Banking, Wealth Management, Financial Analysis, Investments, Financial Services, Portfolio Management, Credit Risk, Loans, Risk Management, Equities, Fixed Income, Mutual Funds, Credit Analysis
Education
Thunderbird School of Global Management
Master of International Management
Tufts University
Bachelor of Arts (B.A.)
Jorge Nieves's HSBC Private Bank Experience 2007 - Present
Job Vice President Relationship Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 2007 - Present
Citi 2006 - 2007
Banco Popular de Puerto Rico 1999 - 2006
Skills
Series 7, Series 66, Registered Investment..., Relationship Management, Private Banking, Spanish-English, AML, KYC, Bloomberg, Market Monitoring, PowerPoint, Microsoft Excel
Education
Interamerican University of P.R.
Master of Business Administration (M.B.A.), Finance
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Finance and Management, Graduated Cum Laude
HSBC Private Bank 2007 - Present
Citi 2006 - 2007
Banco Popular de Puerto Rico 1999 - 2006
Skills
Series 7, Series 66, Registered Investment..., Relationship Management, Private Banking, Spanish-English, AML, KYC, Bloomberg, Market Monitoring, PowerPoint, Microsoft Excel
Education
Interamerican University of P.R.
Master of Business Administration (M.B.A.), Finance
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Finance and Management, Graduated Cum Laude
Juan Camilo Trespalacios's HSBC Private Bank Experience May 2014 - Present
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank May 2014 - Present
NYC Department of Education February 2014 - May 2014
New York Community Bancorp, Inc. (NYCB) August 2005 - February 2014
Skills
Banking, Teaching, Risk Management, Financial Services, Retail Banking
Education
St. John's University 2012 — 2014
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
St. John's University 2007 — 2008
Master of Arts (M.A.), International Relations and Affairs
St. John's University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
HSBC Private Bank May 2014 - Present
NYC Department of Education February 2014 - May 2014
New York Community Bancorp, Inc. (NYCB) August 2005 - February 2014
Skills
Banking, Teaching, Risk Management, Financial Services, Retail Banking
Education
St. John's University 2012 — 2014
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
St. John's University 2007 — 2008
Master of Arts (M.A.), International Relations and Affairs
St. John's University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank