HSBC Retail Banking and Wealth Management

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HSBC Retail Banking and Wealth Management Employees

Employee
Years
Job
Industry
Ashley Chang Ashley Chang New York, New York Details
Ashley Chang's HSBC Retail Banking and Wealth Management Experience July 2012 - February 2014
Job Management Information Consultant
Industry Banking
Experience
HSBC  February 2014 - Present
HSBC Retail Banking and Wealth Management   July 2012 - February 2014
Freelance  January 2010 - April 2012
Viceroy Hotel Group  May 2011 - August 2011
DreamWorks Animation  January 2011 - May 2011
USC Viterbi GamePipe / Happynin Game, Inc   January 2010 - May 2011

Skills
Photoshop, Dreamweaver, Microsoft Office, PowerPoint, HTML, Social Media, Microsoft Excel, Underwriting, Outlook, Access, Word, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Social Media Marketing, Facebook, Stata, Visio, SharePoint, Cognos ReportNet, SQL, Information Management, Database Design, User Interface Design, Dashboard, Microsoft Word

Education
Taipei American School   2001 — 2008
High School

University of Southern California
BA, Economics, Cum Laude

Amy Chen Amy Chen Los Angeles, California Details
Amy Chen's HSBC Retail Banking and Wealth Management Experience May 2014 - July 2014
Job CPA affiliate, ACCA affiliate (British CPA), MS in Accounting student
Industry Accounting
Experience
Cataract Innovation   April 2015 - June 2015
HSBC Retail Banking and Wealth Management   May 2014 - July 2014
Crowe Horwath LLP  June 2012 - August 2013
Hong Kong Tasting Room Co.Ltd   June 2012 - August 2012

Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Consultation, Quantitative Analytics, Internal Audit, Internal Controls, Project Management, Finance, Microsoft Excel, Financial Modeling, Analysis, Microsoft Office, Financial Statements, Financial Accounting, IFRS, Management, Corporate Finance, GAAP, Teamwork, PowerPoint, Risk Management, Tax, CPA, US GAAP

Education
University of Rochester   2014 — 2015
Master of Science (MS), Accountancy, 3.77

East China Jiaotong University   2010 — 2014
bachelor, International Accounting, 3.70/4.0

Rachael Hudson Rachael Hudson Imperial Beach, California Details
Rachael Hudson's HSBC Retail Banking and Wealth Management Experience August 2005 - November 2006
Job Payroll and Asset Manager at Barclays Investment Bank
Industry Accounting
Experience
Barclays Investment Bank  March 2007 - Present
HSBC Retail Banking and Wealth Management   August 2005 - November 2006

Education
University of Oxford - Said Business School   2000 — 2004
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services

Allison Zeedyk Allison Zeedyk Stockholm, New Jersey Details
Allison Zeedyk's HSBC Retail Banking and Wealth Management Experience July 2015 - Present
Job HSBC Retail Banking and Wealth Management Graduate Development Program
Industry Banking
Experience
HSBC Retail Banking and Wealth Management   July 2015 - Present
99.5 WUSR   September 2012 - Present
HSBC Retail Banking and Wealth Management   June 2014 - August 2014
Phelps Construction Group  January 2012 - February 2013
Cliffwood Lake   June 2009 - August 2012
Cliffwood Lake Swim Team   June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java

Education
University of Scranton   2012 — 2015
Bachelor's degree, Marketing

Mario J Montesinos Mario J Montesinos Miami/Fort Lauderdale Area Details
Mario J Montesinos's HSBC Retail Banking and Wealth Management Experience May 2005 - April 2007
Job
Industry Banking
Experience
JPMorgan Chase & Co.   May 2007 - Present
HSBC Retail Banking and Wealth Management   May 2005 - April 2007
BankAtlantic  May 2001 - May 2005

Skills
Marketing Strategy, Mortgage Banking, Sales, Credit, Commercial Banking, Loans, Mortgage Lending, Credit Analysis, Customer Service, Consumer Lending, Banking, Retail Banking, Small Business Lending, Finance, Lines Of Credit, Management, Commercial Lending, Loan Origination

Education
University of Miami   1996 — 1998
Master of Arts (M.A.), International Business, InterAmerican Studies

University of Miami - School of Business   1992 — 1996
Bachelor of Business Administration (B.B.A.), Economics

Sana Hamadani Sana Hamadani Greater Los Angeles Area Details
Sana Hamadani's HSBC Retail Banking and Wealth Management Experience January 2007 - June 2007
Job Financial Center Manager at Bank of America
Industry Banking
Experience
Bank of America  September 2007 - Present
HSBC Retail Banking and Wealth Management   January 2007 - June 2007
Bank of America  April 2005 - January 2007
Bank of America  October 2000 - March 2005

Skills
Retail Banking, Consumer Lending, Residential Mortgages, Lines Of Credit, Manage Client..., Small Business Lending, Management, Sales Management, Banking, Mortgage Lending, Credit, Loans, Leadership, Portfolio Management, Finance, Financial Services

Education
GCC   1996 — 1998
Business Administration and Management, General

University of Phoenix

Annie Fang Lin Annie Fang Lin New York, New York Details
Annie Fang Lin's HSBC Retail Banking and Wealth Management Experience March 2012 - Present
Job Senior Premier Relationship Officer at HSBC Securities
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management   March 2012 - Present
Flushing Bank  August 2010 - February 2012
Flushing Bank  November 2009 - August 2010

Skills
Financial Services, Series 7, Retirement Planning, Mutual Funds, Series 66, Life & Health Insurance..., Relationship Management, Fixed Annuities, Securities, Financial Analysis

Education
University of Michigan   2005 — 2009
Bachelor of Arts (BA), Economics

Byrle Solomon Byrle Solomon Greater New York City Area Details
Byrle Solomon's HSBC Retail Banking and Wealth Management Experience May 2006 - March 2012
Job Small Business Consultant at ADT Security Services LLC
Industry Financial Services
Experience
ADT Security Services LLC  July 2014 - Present
Comprehensive Allergy and Asthma Care   February 2014 - July 2014
HSBC Retail Banking and Wealth Management   May 2006 - March 2012
Brooks Brothers  October 2005 - May 2006
AXA Advisors  January 2001 - October 2004
AXA Advisors  May 1998 - January 2001
Equitable Distributors, Secaucus, NJ   September 1996 - May 1998
J&W Seligman  December 1992 - September 1996

Skills
Sales, Finance, Real Estate, Marketing Communications, Fixed Annuities, Customer Service, Investments, Insurance, Retirement, Hedge Funds, Microsoft Office, Sales Operations, Financial Analysis, Team Building, Team Leadership, Public Speaking, Product Management, Capital Markets, NMLS # 416816, Loans, Credit, Human Resources, Program Management, Risk Management, Management, Mortgage Lending, Analysis, Strategic Financial..., Leadership

Education
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Marketing

Villanova University
Project Management

Kendall Smith Kendall Smith United States Details
Kendall Smith's HSBC Retail Banking and Wealth Management Experience August 2015 - Present
Job Bank Regulatory Compliance Officer II at HSBC Retail Banking and Wealth Management
Industry Legal Services
Experience
HSBC Retail Banking and Wealth Management   August 2015 - Present
McDermott Will & Emery LLP  June 2015 - August 2015
NYS Department of Financial Services  March 2015 - May 2015
J.P. Morgan   June 2014 - December 2014
J.P. Morgan   January 2012 - May 2014
Bank of America Merrill Lynch  October 2011 - January 2012
Law Firm of George Ellis   March 2011 - October 2011
NYC Law Department  June 2011 - September 2011
Various  March 2008 - April 2011
NYC Department of Education  September 2007 - February 2011

Skills
Document Review, Criminal Law, Litigation Support, Microsoft Office, Legal Writing, Legal Research, Commercial Litigation, PACER, Editing, Lotus Notes, Relativity, Westlaw, Pleadings, Foreclosures, E-discovery, AS400 system, LPS Desktop, Pegasystems PRPC, Concordance, Clearwell, Fidelity, Legal Profreading, Cite Checking, Blue booking, AML Subpoenas, Foreclosure, SEC Regulations, Commercial Tax, Trademark Litigation, Chapter 7 & 13, Chapter 11, Trademark Infringement, LexisNexis, Bank Secrecy Act, Halo, SAR, Redaction, Redact It, USA Patriot Act, Legal Compliance, Drafting Agreements, Litigation

Education
University of Massachusetts, Amherst   2002 — 2007
Bachelor of Arts, Legal Studies/ Interdisciplinary

Hilda Salerno Hilda Salerno New Canaan, Connecticut Details
Hilda Salerno's HSBC Retail Banking and Wealth Management Experience October 2006 - July 2009
Job Business Banking Relationship Manager, VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  September 2009 - Present
HSBC Retail Banking and Wealth Management   October 2006 - July 2009
Patriot National Bank  March 2003 - September 2006

Skills
Mortgage Lending, Commercial Lending, Loan Origination, Credit Risk, Investments, Risk Management, Underwriting, Mortgage Banking, Mutual Funds, Wealth Management

Education
University of New Haven
International Business

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