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
Sophia Molinas Sophia Molinas's HSBC Private Bank Experience February 2013 - Present
Job HSBC Global Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
Ethan Willis Ethan Willis's HSBC Private Bank Experience March 2013 - August 2014
Job Vice President | Financial Advisor at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Citi August 2014 - Present
HSBC Private Bank March 2013 - August 2014
VALIC January 2010 - March 2013
Morgan Stanley January 2008 - January 2010
Merrill Lynch January 2006 - January 2008
Anne Arundel County Public Schools January 2004 - January 2005
Skills
Manage Client..., Strategic Financial..., Financial Markets, Investment Advisory, Tax Advisory, Estate Tax Planning, Asset Allocation, Management, Investment Strategies, Trading, Strategic Planning, Investments, Customer Service, Financial Planning, Equities, Marketing, Mutual Funds, Portfolio Management, Wealth Management
Education
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, English
University of Rhode Island 1999 — 2004
Bachelor of Arts Degree, Education
Elliot Friedman Elliot Friedman's HSBC Private Bank Experience June 2001 - August 2001
Job HR Partner at Intel Corporation
Industry Human Resources
Experience
Intel Corporation July 2015 - Present
Intel Corporation July 2014 - June 2015
Intel Corporation January 2014 - July 2014
Intel Corporation June 2013 - January 2014
Mayor's Office, City of Detroit September 2011 - December 2011
Sumitomo Trust and Banking January 2007 - July 2010
Sumitomo Trust & Banking February 2005 - December 2006
HSBC Asset Management June 2002 - August 2002
HSBC Private Bank June 2001 - August 2001
BlackRock March 2000 - May 2000
Skills
Fixed Income, Financial Analysis, Bloomberg, Strategic Planning, Securities, Investments, Risk Management, Analytics, Portfolio Management, Negotiation, Microsoft Excel, Project Management, Process Improvement, Social Media, Corporate Finance, Trading, Market Research, Strategic Communications, Leading Change, PowerView, Tableau, HR Analytics, Data Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Master of Business Administration, With Distinction, Management and Organizations, Marketing
University of Rochester 2000 — 2004
BA, Economics, Psychology
Intel Corporation July 2015 - Present
Intel Corporation July 2014 - June 2015
Intel Corporation January 2014 - July 2014
Intel Corporation June 2013 - January 2014
Mayor's Office, City of Detroit September 2011 - December 2011
Sumitomo Trust and Banking January 2007 - July 2010
Sumitomo Trust & Banking February 2005 - December 2006
HSBC Asset Management June 2002 - August 2002
HSBC Private Bank June 2001 - August 2001
BlackRock March 2000 - May 2000
Skills
Fixed Income, Financial Analysis, Bloomberg, Strategic Planning, Securities, Investments, Risk Management, Analytics, Portfolio Management, Negotiation, Microsoft Excel, Project Management, Process Improvement, Social Media, Corporate Finance, Trading, Market Research, Strategic Communications, Leading Change, PowerView, Tableau, HR Analytics, Data Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Master of Business Administration, With Distinction, Management and Organizations, Marketing
University of Rochester 2000 — 2004
BA, Economics, Psychology
Jerry Savo Jerry Savo's HSBC Private Bank Experience April 2004 - September 2006
Job Controller
Industry Nonprofit Organization Management
Experience
InVision Human Services June 2015 - Present
Easter Seals of Mahoning, Trumbull, and Columbiana Counties March 2010 - May 2015
Meridian Community Care October 2006 - March 2010
HSBC Private Bank April 2004 - September 2006
Baker & Daniels April 2000 - March 2004
Irwin Mortgage April 1997 - March 2000
Mental Health Association of Indiana June 1995 - March 1997
Skills
All MS Office 03-10..., MIP Sage Software, Elite v4, FRX v5 Netsmart (CMHC), NOAS Fiscal Commitee, ITT Advisory Board, Chamber Member, Netsmart, Webview, Micro MD, Peachtree, Microsoft Office, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Auditing, Budgets, Customer Service, Finance, Leadership, Management, Payroll, Public Speaking, Strategic Planning, Team Building, Training
Education
Boardman High School 1984 — 1988
High School
University of Phoenix
MBA, Business Administration
Youngstown State University
BA
InVision Human Services June 2015 - Present
Easter Seals of Mahoning, Trumbull, and Columbiana Counties March 2010 - May 2015
Meridian Community Care October 2006 - March 2010
HSBC Private Bank April 2004 - September 2006
Baker & Daniels April 2000 - March 2004
Irwin Mortgage April 1997 - March 2000
Mental Health Association of Indiana June 1995 - March 1997
Skills
All MS Office 03-10..., MIP Sage Software, Elite v4, FRX v5 Netsmart (CMHC), NOAS Fiscal Commitee, ITT Advisory Board, Chamber Member, Netsmart, Webview, Micro MD, Peachtree, Microsoft Office, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Auditing, Budgets, Customer Service, Finance, Leadership, Management, Payroll, Public Speaking, Strategic Planning, Team Building, Training
Education
Boardman High School 1984 — 1988
High School
University of Phoenix
MBA, Business Administration
Youngstown State University
BA
Robert Frantz Robert Frantz's HSBC Private Bank Experience August 1992 - March 2005
Job Facilities Services Professional
Industry Facilities Services
Experience
College of the Desert 2008 - 2008
Jones Lang LaSalle March 2005 - February 2006
HSBC Private Bank August 1992 - March 2005
US Army April 1972 - June 1992
Skills
Facilities Operations, Management, Building Maintenance, Operations Management, Contract Negotiation, Facilities Management, Business Continuity..., Security, Disaster Recovery, Life Safety, Project Management
Education
University of Phoenix-Las Vegas Campus 1998 — 2000
Business Management
College of the Desert 2008 - 2008
Jones Lang LaSalle March 2005 - February 2006
HSBC Private Bank August 1992 - March 2005
US Army April 1972 - June 1992
Skills
Facilities Operations, Management, Building Maintenance, Operations Management, Contract Negotiation, Facilities Management, Business Continuity..., Security, Disaster Recovery, Life Safety, Project Management
Education
University of Phoenix-Las Vegas Campus 1998 — 2000
Business Management
Martin Holy Martin Holy's HSBC Private Bank Experience September 2003 - Present
Job Sr. Compliance Manager at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank September 2003 - Present
Dresdner Bank Lateinamerika (DBLA) May 2000 - September 2003
Office of the Comptroller of the Currency 1993 - 2000
Skills
AML, OFAC, Private Banking, Bank Secrecy Act, Portfolio Management, Financial Risk, KYC, Auditing, USA PATRIOT Act, Operational Risk, Operational Risk..., Commercial Banking, Credit, Anti Money Laundering, Financial Services, Risk Management, Banking, Financial Analysis, Securities
Education
University of Miami - School of Business 1990 — 1993
1993, Finance, Stock and Bond Portfolio Mgmt, FX
HSBC Private Bank September 2003 - Present
Dresdner Bank Lateinamerika (DBLA) May 2000 - September 2003
Office of the Comptroller of the Currency 1993 - 2000
Skills
AML, OFAC, Private Banking, Bank Secrecy Act, Portfolio Management, Financial Risk, KYC, Auditing, USA PATRIOT Act, Operational Risk, Operational Risk..., Commercial Banking, Credit, Anti Money Laundering, Financial Services, Risk Management, Banking, Financial Analysis, Securities
Education
University of Miami - School of Business 1990 — 1993
1993, Finance, Stock and Bond Portfolio Mgmt, FX
Crystal Galderisi Crystal Galderisi's HSBC Private Bank Experience June 2003 - March 2006
Job Ocwen Financial Solutions
Industry Financial Services
Experience
Formerly Ally Financial February 2013 - Present
Formerly GM/GMAC Financial February 2010 - February 2013
Formerly Homecomings September 2007 - February 2010
Chase March 2006 - September 2007
HSBC Private Bank June 2003 - March 2006
Ford Motor Credit Company March 2002 - June 2003
American Honda Motor Company, Inc. October 1999 - March 2002
Cigna December 1997 - September 1999
UICI September 1995 - December 1997
Merck October 1993 - September 1995
Skills
Portfolio Management, Auditing, Financial Risk, Internal Controls, Valuation, Risk Management, Financial Modeling, Banking, Business Analysis, Financial Analysis, Finance, Credit, Financial Services, Corporate Finance, Credit Risk, Loans, Mortgage Banking
Education
University of Phoenix 2014 — 2016
Bachelor of Science (BS), Information Technology with a cert in DA Database building
University of Phoenix 2008 — 2011
Bachelor's degree, Health/Health Care Administration/Management
University of Phoenix 2006 — 2008
Assoicate of Art Business Administration, Business Administration and Management, General
Formerly Ally Financial February 2013 - Present
Formerly GM/GMAC Financial February 2010 - February 2013
Formerly Homecomings September 2007 - February 2010
Chase March 2006 - September 2007
HSBC Private Bank June 2003 - March 2006
Ford Motor Credit Company March 2002 - June 2003
American Honda Motor Company, Inc. October 1999 - March 2002
Cigna December 1997 - September 1999
UICI September 1995 - December 1997
Merck October 1993 - September 1995
Skills
Portfolio Management, Auditing, Financial Risk, Internal Controls, Valuation, Risk Management, Financial Modeling, Banking, Business Analysis, Financial Analysis, Finance, Credit, Financial Services, Corporate Finance, Credit Risk, Loans, Mortgage Banking
Education
University of Phoenix 2014 — 2016
Bachelor of Science (BS), Information Technology with a cert in DA Database building
University of Phoenix 2008 — 2011
Bachelor's degree, Health/Health Care Administration/Management
University of Phoenix 2006 — 2008
Assoicate of Art Business Administration, Business Administration and Management, General
Remedios Pe Benito Remedios Pe Benito's HSBC Private Bank Experience December 2012 - Present
Job KYC Analyst at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank December 2012 - Present
HSBC February 2012 - November 2012
Philippine National Bank New York April 2010 - October 2011
Philippine National Bank New York November 2008 - October 2011
Philippine National Bank New York June 2010 - October 2010
Philippine National Bank, Philippines July 1997 - October 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office
Education
PNB Institute of Banking
Masters in Banking and Finance (36 units)
University of Santo Tomas
BS Industrial Engineering
HSBC Private Bank December 2012 - Present
HSBC February 2012 - November 2012
Philippine National Bank New York April 2010 - October 2011
Philippine National Bank New York November 2008 - October 2011
Philippine National Bank New York June 2010 - October 2010
Philippine National Bank, Philippines July 1997 - October 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office
Education
PNB Institute of Banking
Masters in Banking and Finance (36 units)
University of Santo Tomas
BS Industrial Engineering
Oona Yadav Oona Yadav's HSBC Private Bank Experience June 2014 - August 2014
Job Investment Management Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
The Wharton School August 2011 - May 2015
HSBC Private Bank June 2014 - August 2014
The Wharton School August 2013 - May 2014
Morgan Stanley July 2012 - August 2012
DBS Bank May 2011 - June 2011
Skills
Capital Markets, Bloomberg, Analysis, Data Analysis, Training, Marketing, Marketing Strategy, Proposal Writing, Microsoft Office, PowerPoint, Public Speaking, Research, Leadership, Social Media, Investments, Microsoft Excel, Economics, Microsoft Word
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS) in Economics, Concentrations in Finance and Marketing
Kodaikanal International School, India 2009 — 2011
International Baccalaureate (IBO) Diploma
United Nationals International School
United Nationals International School
Morgan Stanley July 2015 - Present
The Wharton School August 2011 - May 2015
HSBC Private Bank June 2014 - August 2014
The Wharton School August 2013 - May 2014
Morgan Stanley July 2012 - August 2012
DBS Bank May 2011 - June 2011
Skills
Capital Markets, Bloomberg, Analysis, Data Analysis, Training, Marketing, Marketing Strategy, Proposal Writing, Microsoft Office, PowerPoint, Public Speaking, Research, Leadership, Social Media, Investments, Microsoft Excel, Economics, Microsoft Word
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS) in Economics, Concentrations in Finance and Marketing
Kodaikanal International School, India 2009 — 2011
International Baccalaureate (IBO) Diploma
United Nationals International School
United Nationals International School
Roberto Avila Roberto Avila's HSBC Private Bank Experience May 2011 - July 2011
Job Associate at Sageview Capital
Industry Venture Capital & Private Equity
Experience
Sageview Capital August 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - July 2012
HSBC Private Bank May 2011 - July 2011
HSBC July 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Finance, Operations & Information Management
St. Paul's School
Sageview Capital August 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - July 2012
HSBC Private Bank May 2011 - July 2011
HSBC July 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Finance, Operations & Information Management
St. Paul's School
Neilande Moraes, CFE, CPA Neilande Moraes, CFE, CPA's HSBC Private Bank Experience July 2012 - July 2015
Job VP Integrated Risk at Citibank
Industry Banking
Experience
Audit Manager at Citibank August 2015 - Present
HSBC Private Bank July 2012 - July 2015
FIS - Fidelity Information Services April 2011 - July 2012
FIS Group September 2008 - July 2011
Fidelity Information Services March 2007 - August 2008
R G - Crown Bank February 2006 - March 2007
Lider Calcados January 2001 - January 2006
Option Calcados January 1996 - January 2001
NationsBank (Present Bank of America) January 1991 - January 1996
Skills
IFRS, GAAP, Microsoft Excel, ERP, Financial Statements, Management, Oracle, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Accounting, Financial Accounting, Risk Management, Variance Analysis, Financial Risk, Internal Audit, Finance, Forecasting, Banking
Education
University of South Florida 1989 — 1991
BA, Accounting
University of South Florida 1987 — 1989
BS, Finance
Audit Manager at Citibank August 2015 - Present
HSBC Private Bank July 2012 - July 2015
FIS - Fidelity Information Services April 2011 - July 2012
FIS Group September 2008 - July 2011
Fidelity Information Services March 2007 - August 2008
R G - Crown Bank February 2006 - March 2007
Lider Calcados January 2001 - January 2006
Option Calcados January 1996 - January 2001
NationsBank (Present Bank of America) January 1991 - January 1996
Skills
IFRS, GAAP, Microsoft Excel, ERP, Financial Statements, Management, Oracle, Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Accounting, Financial Accounting, Risk Management, Variance Analysis, Financial Risk, Internal Audit, Finance, Forecasting, Banking
Education
University of South Florida 1989 — 1991
BA, Accounting
University of South Florida 1987 — 1989
BS, Finance
Ryan Shanahan Ryan Shanahan's HSBC Private Bank Experience June 2008 - August 2011
Job I Protect Atlanta Area Businesses By Providing Custom Access Control, Locksmith, & Surveillance Camera Solutions
Industry Security and Investigations
Experience
Armor Lock & Security, Inc. November 2011 - Present
HSBC Private Bank June 2008 - August 2011
HSBC National Bank USA January 2007 - June 2008
HSBC Finance Corp April 2005 - December 2006
HSBC Finance Corp March 2004 - April 2005
Skills
Banking, Loans, Retail Banking, Portfolio Management, Sales, Commercial Banking, Mortgage Lending, Private Banking, Financial Services, Contract Negotiation, Customer Service, Management, Cash Management, Relationship Management, Strategic Planning, Team Building, Insurance, Consumer Lending, Marketing, Leadership, Business Development, New Business Development, Securities
Education
University of Rhode Island 2000 — 2003
Bachelor of Science, Business Management
Armor Lock & Security, Inc. November 2011 - Present
HSBC Private Bank June 2008 - August 2011
HSBC National Bank USA January 2007 - June 2008
HSBC Finance Corp April 2005 - December 2006
HSBC Finance Corp March 2004 - April 2005
Skills
Banking, Loans, Retail Banking, Portfolio Management, Sales, Commercial Banking, Mortgage Lending, Private Banking, Financial Services, Contract Negotiation, Customer Service, Management, Cash Management, Relationship Management, Strategic Planning, Team Building, Insurance, Consumer Lending, Marketing, Leadership, Business Development, New Business Development, Securities
Education
University of Rhode Island 2000 — 2003
Bachelor of Science, Business Management
Gabriela Santos's HSBC Private Bank Experience April 2011 - February 2012
Job Vice President, Global Market Strategist J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
HSBC Private Bank April 2011 - February 2012
HSBC Private Bank August 2009 - April 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics
Horace Mann School 2001 — 2005
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
HSBC Private Bank April 2011 - February 2012
HSBC Private Bank August 2009 - April 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics
Horace Mann School 2001 — 2005
Michelle Lu Michelle Lu's HSBC Private Bank Experience June 2011 - August 2011
Job at
Industry Hospital & Health Care
Experience
Strategy& (Formerly Booz & Company) October 2012 - Present
Booz & Company October 2012 - April 2014
HSBC Private Bank June 2011 - August 2011
McKinsey & Company May 2010 - August 2010
Center for Health Equity Research, University of Pennsylvania October 2008 - January 2010
The Lotus Children's Center May 2009 - June 2009
Skills
Statistics, Management Consulting, Leadership, SPSS, Analysis, Research, Clinical Research, Marketing, Financial Modeling, Data Analysis, Hospitals, Market Research, Analytics, Financial Analysis, Economics, Corporate Finance, Nursing, Healthcare, Public Speaking, Nonprofits, Project Management, Public Health, Microsoft Excel, PowerPoint, Consulting, Microsoft Office, Strategy, Business Strategy, Management
Education
University of Pennsylvania
Bachelor of Science (BS), Nursing
University of Pennsylvania - The Wharton School
Health Care Management Dual-Degree Program, Operations & Information Management, Nursing
Strategy& (Formerly Booz & Company) October 2012 - Present
Booz & Company October 2012 - April 2014
HSBC Private Bank June 2011 - August 2011
McKinsey & Company May 2010 - August 2010
Center for Health Equity Research, University of Pennsylvania October 2008 - January 2010
The Lotus Children's Center May 2009 - June 2009
Skills
Statistics, Management Consulting, Leadership, SPSS, Analysis, Research, Clinical Research, Marketing, Financial Modeling, Data Analysis, Hospitals, Market Research, Analytics, Financial Analysis, Economics, Corporate Finance, Nursing, Healthcare, Public Speaking, Nonprofits, Project Management, Public Health, Microsoft Excel, PowerPoint, Consulting, Microsoft Office, Strategy, Business Strategy, Management
Education
University of Pennsylvania
Bachelor of Science (BS), Nursing
University of Pennsylvania - The Wharton School
Health Care Management Dual-Degree Program, Operations & Information Management, Nursing
Tanuja Pulakhandam, CFA Tanuja Pulakhandam, CFA's HSBC Private Bank Experience February 2007 - Present
Job Senior Vice President Product Manager at HSBC Private Bank
Industry Investment Management
Experience
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
HSBC Private Bank February 2007 - Present
HSBC Global Asset Management 2001 - January 2007
Lehman Brothers 1998 - 2000
Morgan Stanley 1994 - 1998
Office of Management and Budget, New York City June 1990 - December 1992
Skills
Investments, Product Management, Wealth Management, Asset Allocation, Asset Management, Business Development, Alternative Investments, Asset Managment, Emerging Markets, Mutual Funds, Structured Products, Capital Markets, Private Banking, Hedge Funds, Wealth Management..., Fixed Income, Trading, Equities, Portfolio Management, Finance, Investment Management, Investment Strategies, Investment Advisory, Financial Markets
Education
University of Rochester - Simon Business School 1993 — 1994
MBA, Finance
Joshua Morgan's HSBC Private Bank Experience April 2011 - Present
Job Vice President at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2011 - Present
Deutsche Bank February 2007 - April 2011
Deutsche Bank October 2004 - February 2007
Thrivent Financial July 2000 - October 2004
Skills
Investments, Retirement Planning, Equities, Financial Risk, Asset Management, Banking, Alternative Investments, Financial Modeling, Wealth, Credit, Fixed Income, Financial Services, Series 7, High Net Worth..., Portfolio Management, Finance, Insurance, Relationship Management, Wealth Management, Investment Advisory, Capital Markets, Small Business, Financial Advisory, Options, Wealth Management..., Securities
Education
University of Minnesota 1998 — 2002
BSB, Finance, Insurance & Risk Management
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science (BS), Finance, Insurance and Risk Management
HSBC Private Bank April 2011 - Present
Deutsche Bank February 2007 - April 2011
Deutsche Bank October 2004 - February 2007
Thrivent Financial July 2000 - October 2004
Skills
Investments, Retirement Planning, Equities, Financial Risk, Asset Management, Banking, Alternative Investments, Financial Modeling, Wealth, Credit, Fixed Income, Financial Services, Series 7, High Net Worth..., Portfolio Management, Finance, Insurance, Relationship Management, Wealth Management, Investment Advisory, Capital Markets, Small Business, Financial Advisory, Options, Wealth Management..., Securities
Education
University of Minnesota 1998 — 2002
BSB, Finance, Insurance & Risk Management
University of Minnesota - Carlson School of Management 1998 — 2002
Bachelor of Science (BS), Finance, Insurance and Risk Management
Carlos DeJesus's HSBC Private Bank Experience August 2015 - Present
Job Banker
Industry Financial Services
Experience
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
Nancy Malamed (Simon)'s HSBC Private Bank Experience September 2010 - October 2011
Job Executive Director Senior Private Banker at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
Susan Vogel-Vanderson's HSBC Private Bank Experience December 2001 - June 2005
Job Regional Director, Personal Trust at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank April 2013 - Present
Mirador Family Wealth Advisors, a division of Fifth Third Bank March 2012 - Present
Mirador Family Wealth Advisors, a division of Fifth Third Bank 2009 - March 2012
Fifth Third Bank June 2007 - December 2008
Fifth Third Bank June 2006 - June 2007
Varnum LLP August 2005 - May 2006
HSBC Private Bank December 2001 - June 2005
Susan Vogel-Vanderson, Attorney at Law September 1992 - December 2001
Harter Secrest & Emery LLP September 1986 - August 1992
Skills
Wealth Management, Banking, Financial Advisory, Asset Management, Estate Planning, Leadership, Due Diligence, Wealth Management..., Financial Planners, Financial Services, Start-ups, Wealth, Trust Services, Insurance
Education
University of Michigan Law School 1983 — 1986
Doctor of Law (J.D.)
The University of Michigan 1982 — 1983
Bachelor of Arts (B.A.) with High Distinction, English Language and Literature/Letters
Grand Rapids Junior College 1980 — 1981
Associate's of Arts (A.A.), with Honors
Fifth Third Bank April 2013 - Present
Mirador Family Wealth Advisors, a division of Fifth Third Bank March 2012 - Present
Mirador Family Wealth Advisors, a division of Fifth Third Bank 2009 - March 2012
Fifth Third Bank June 2007 - December 2008
Fifth Third Bank June 2006 - June 2007
Varnum LLP August 2005 - May 2006
HSBC Private Bank December 2001 - June 2005
Susan Vogel-Vanderson, Attorney at Law September 1992 - December 2001
Harter Secrest & Emery LLP September 1986 - August 1992
Skills
Wealth Management, Banking, Financial Advisory, Asset Management, Estate Planning, Leadership, Due Diligence, Wealth Management..., Financial Planners, Financial Services, Start-ups, Wealth, Trust Services, Insurance
Education
University of Michigan Law School 1983 — 1986
Doctor of Law (J.D.)
The University of Michigan 1982 — 1983
Bachelor of Arts (B.A.) with High Distinction, English Language and Literature/Letters
Grand Rapids Junior College 1980 — 1981
Associate's of Arts (A.A.), with Honors
Richard Papetti's HSBC Private Bank Experience April 2008 - October 2008
Job Managing Director at Sarnova Advisory
Industry Investment Management
Experience
Sarnova Advisory October 2009 - Present
HSBC Private Bank April 2008 - October 2008
Morgan Stanley Investment Management November 2004 - October 2006
Commonfund May 2000 - October 2004
Navigator Capital July 1994 - April 2000
Weiss, Peck and Greer Investment Advisors March 1988 - June 1994
JP Morgan Investment Management July 1984 - February 1988
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Commodity Markets, Derivatives, Risk Management, Due Diligence, Finance, Quantitative Finance, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Process Improvement, Team Building, Business Development, New Business Development, Analytics, Economics, Modeling, Trading, Asset Allocation, Alternative Investments, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1984
MS, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance
Sarnova Advisory October 2009 - Present
HSBC Private Bank April 2008 - October 2008
Morgan Stanley Investment Management November 2004 - October 2006
Commonfund May 2000 - October 2004
Navigator Capital July 1994 - April 2000
Weiss, Peck and Greer Investment Advisors March 1988 - June 1994
JP Morgan Investment Management July 1984 - February 1988
Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Commodity Markets, Derivatives, Risk Management, Due Diligence, Finance, Quantitative Finance, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Process Improvement, Team Building, Business Development, New Business Development, Analytics, Economics, Modeling, Trading, Asset Allocation, Alternative Investments, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1984
MS, Finance
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance
Hal Harley's HSBC Private Bank Experience January 2013 - Present
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2013 - Present
Deutsche Bank January 2004 - December 2012
Mellon Bank January 1994 - December 2003
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Valuation, Investment Management, Derivatives, Series 7, Start-ups
Education
University of South Carolina-Columbia
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
University of South Carolina-Columbia
Master's degree, Clinical Psychology
Widener University School of Law
Doctor of Law (JD)
HSBC Private Bank January 2013 - Present
Deutsche Bank January 2004 - December 2012
Mellon Bank January 1994 - December 2003
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Valuation, Investment Management, Derivatives, Series 7, Start-ups
Education
University of South Carolina-Columbia
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
University of South Carolina-Columbia
Master's degree, Clinical Psychology
Widener University School of Law
Doctor of Law (JD)
Jorge C. Mendieta's HSBC Private Bank Experience April 2015 - Present
Job Senior Project Manager VP, HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2015 - Present
HSBC Private Bank June 2012 - March 2015
HSBC Private Bank January 2009 - June 2012
HSBC Private Bank March 2006 - January 2009
UBS Wealth Management August 2002 - March 2006
Prudential Financial September 2000 - August 2002
Skills
Private Banking, Risk Management, Operational Risk..., Change Management, Business Analysis, Wealth Management, Compliance, FATCA, Dodd-Frank, Remediation, Suitability, Wealth Management..., Investment Banking, Fixed Income, Financial Services, Equities, Relationship Management, AML, Asset Management, Credit, Retail Banking, Derivatives, Mutual Funds, Financial Risk, Banking, Investments, Hedge Funds, Financial Markets, Finance
Education
University of Miami - School of Business 1998 — 2000
MBA, International Business
HSBC Private Bank April 2015 - Present
HSBC Private Bank June 2012 - March 2015
HSBC Private Bank January 2009 - June 2012
HSBC Private Bank March 2006 - January 2009
UBS Wealth Management August 2002 - March 2006
Prudential Financial September 2000 - August 2002
Skills
Private Banking, Risk Management, Operational Risk..., Change Management, Business Analysis, Wealth Management, Compliance, FATCA, Dodd-Frank, Remediation, Suitability, Wealth Management..., Investment Banking, Fixed Income, Financial Services, Equities, Relationship Management, AML, Asset Management, Credit, Retail Banking, Derivatives, Mutual Funds, Financial Risk, Banking, Investments, Hedge Funds, Financial Markets, Finance
Education
University of Miami - School of Business 1998 — 2000
MBA, International Business
Dingxiang (Ding) Liu's HSBC Private Bank Experience July 2004 - September 2005
Job Application Developer at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
UNC Charlotte August 2006 - December 2011
TIAA-CREF June 2011 - August 2011
SecurEdge Networks May 2010 - August 2010
HSBC Private Bank July 2004 - September 2005
Education
University of North Carolina at Charlotte 2006 — 2011
Doctor of Philosophy (Ph.D.), Computing and Information Systems
Bank of America September 2012 - Present
UNC Charlotte August 2006 - December 2011
TIAA-CREF June 2011 - August 2011
SecurEdge Networks May 2010 - August 2010
HSBC Private Bank July 2004 - September 2005
Education
University of North Carolina at Charlotte 2006 — 2011
Doctor of Philosophy (Ph.D.), Computing and Information Systems
Kimula Busby's HSBC Private Bank Experience March 2007 - March 2008
Job Currently Unemployed at Currently Unemployed
Industry Consumer Services
Experience
Currently Unemployed October 2011 - Present
AutoZone October 2008 - June 2009
HSBC Private Bank March 2007 - March 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Cashiering, C++, Electricians, PowerPoint, Visual Basic, Data Entry, English
Education
University of Phoenix 2010 — 2013
AA, Information Technology
Currently Unemployed October 2011 - Present
AutoZone October 2008 - June 2009
HSBC Private Bank March 2007 - March 2008
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Cashiering, C++, Electricians, PowerPoint, Visual Basic, Data Entry, English
Education
University of Phoenix 2010 — 2013
AA, Information Technology
Alvaro Mayorga's HSBC Private Bank Experience 2007 - Present
Job Relationship Manager VicePresident at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank 2007 - Present
Merrill Lynch 2002 - 2007
Skills
Banking, Investments, Fixed Income, Credit, Relationship Management, Commercial Banking, Wealth Management, Private Banking, Equities, Portfolio Management
Education
University of South Florida
Bachelor of Science (B.S.), Economics and Finance
HSBC Private Bank 2007 - Present
Merrill Lynch 2002 - 2007
Skills
Banking, Investments, Fixed Income, Credit, Relationship Management, Commercial Banking, Wealth Management, Private Banking, Equities, Portfolio Management
Education
University of South Florida
Bachelor of Science (B.S.), Economics and Finance
JP Morice's HSBC Private Bank Experience 2004 - June 2011
Job Director Compliance, Conduct & Ethics IA
Industry Banking
Experience
Citi February 2015 - Present
Royal Bank of Scotland June 2011 - Present
HSBC Private Bank 2004 - June 2011
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Investment Banking, AML, Commercial Banking, KYC, Bank Secrecy Act, Credit, Credit Analysis, Credit Risk, Risk Assessment, Due Diligence, Anti Money Laundering
Education
University of Rhode Island
Bachelor of Science (BS), Sociology and Management
Citi February 2015 - Present
Royal Bank of Scotland June 2011 - Present
HSBC Private Bank 2004 - June 2011
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Investment Banking, AML, Commercial Banking, KYC, Bank Secrecy Act, Credit, Credit Analysis, Credit Risk, Risk Assessment, Due Diligence, Anti Money Laundering
Education
University of Rhode Island
Bachelor of Science (BS), Sociology and Management
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank