HSBC Securities
Description
Address: 1-2 Lochside Way, Edinburgh EH12 9DT Phone: 0131 338 2000Hours: Category: : : Website: : : : : Place name: Website: https://www.gbm.hsbc.com/solutions/securities-services Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of HSBC Securities Services Posting publicly on the Web Write a review Reviews"HSBC office, quick access is through nearby tram" "Nice place for an office" View all Google reviews
HSBC Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,099 HSBC Securities employees in database. Find out everything there's to know about HSBC Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Securities Employees
Employee
Years
Job
Industry
sasha welcome sasha welcome's HSBC Securities Experience June 2005 - November 2007
Job Accounts Payable Coordinator at WebMD
Industry Internet
Experience
DavEllePR June 2013 - Present
Shawn Rabideau Events and Design April 2013 - Present
Elizabeth Rose Consulting, LLC March 2013 - Present
WebMD November 2010 - Present
Amalgamated Life Insurance April 2008 - August 2008
HSBC Securities June 2005 - November 2007
Catholic Charities July 2004 - June 2005
92nd Street Y August 2003 - March 2004
Skills
Accounts Payable, Account Reconciliation, General Ledger, Invoicing, Accounting, Sarbanes-Oxley Act, Cash Management, Fixed Assets, Event Planning, Policy, Research, Payments, Finance, Nonprofits, Time Management, Outlook, Lotus Notes, Microsoft Excel, Great Plains Software
Education
University of Phoenix 2012 — 2014
Masters in Business Administration, Business administration with concentration in Marketing
Brooklyn College 2008 — 2010
Bachelor of Business Administration (BBA), International Business
Borough of Manhattan Community College 2004 — 2007
Associate of Arts (AA), Business Administration
DavEllePR June 2013 - Present
Shawn Rabideau Events and Design April 2013 - Present
Elizabeth Rose Consulting, LLC March 2013 - Present
WebMD November 2010 - Present
Amalgamated Life Insurance April 2008 - August 2008
HSBC Securities June 2005 - November 2007
Catholic Charities July 2004 - June 2005
92nd Street Y August 2003 - March 2004
Skills
Accounts Payable, Account Reconciliation, General Ledger, Invoicing, Accounting, Sarbanes-Oxley Act, Cash Management, Fixed Assets, Event Planning, Policy, Research, Payments, Finance, Nonprofits, Time Management, Outlook, Lotus Notes, Microsoft Excel, Great Plains Software
Education
University of Phoenix 2012 — 2014
Masters in Business Administration, Business administration with concentration in Marketing
Brooklyn College 2008 — 2010
Bachelor of Business Administration (BBA), International Business
Borough of Manhattan Community College 2004 — 2007
Associate of Arts (AA), Business Administration
Val Polizzotto Val Polizzotto's HSBC Securities Experience December 2004 - December 2010
Job Director Central Banks Sales at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2011 - Present
HSBC Securities December 2004 - December 2010
Barclays Capital July 1999 - December 2003
Atlantic Bank of NY 1997 - 1999
Sanwa Bank 1995 - 1997
Skills
Fixed Income, Capital Markets, Financial Markets, Bloomberg, Bonds, Electronic Trading, Derivatives, Interest Rate...
Education
Binghamton University - School of Management 1991 — 1994
Finance, General
Adelphi University 1991 — 1992
Mary Louis Academy 1986 — 1992
BNP Paribas January 2011 - Present
HSBC Securities December 2004 - December 2010
Barclays Capital July 1999 - December 2003
Atlantic Bank of NY 1997 - 1999
Sanwa Bank 1995 - 1997
Skills
Fixed Income, Capital Markets, Financial Markets, Bloomberg, Bonds, Electronic Trading, Derivatives, Interest Rate...
Education
Binghamton University - School of Management 1991 — 1994
Finance, General
Adelphi University 1991 — 1992
Mary Louis Academy 1986 — 1992
Carlos Laureano Carlos Laureano's HSBC Securities Experience April 2003 - February 2006
Job Administrative at PNC Wealth Management
Industry Financial Services
Experience
ANZ Banking Group February 2010 - May 2015
Morgan Stanley August 2007 - June 2010
Morgan Stanley February 2006 - June 2010
Morgan Stanley February 2006 - August 2007
HSBC Securities April 2003 - February 2006
Executive Corporate Staffing August 2002 - April 2003
Citibank NA October 1998 - February 2002
Skills
Spreadsheets, Microsoft Word, PowerPoint, Administrative..., Microsoft Excel
Education
Middlesex County College 2014 — 2016
NA, Business Administration
Borough of Manhattan Community College
ANZ Banking Group February 2010 - May 2015
Morgan Stanley August 2007 - June 2010
Morgan Stanley February 2006 - June 2010
Morgan Stanley February 2006 - August 2007
HSBC Securities April 2003 - February 2006
Executive Corporate Staffing August 2002 - April 2003
Citibank NA October 1998 - February 2002
Skills
Spreadsheets, Microsoft Word, PowerPoint, Administrative..., Microsoft Excel
Education
Middlesex County College 2014 — 2016
NA, Business Administration
Borough of Manhattan Community College
Sumita Jeremy Sumita Jeremy's HSBC Securities Experience May 2005 - April 2006
Job Accountant & Financial Controller
Industry Accounting
Experience
Foster Reeve & Associates Inc January 2013 - Present
J & J Construction January 2010 - June 2012
UBS April 2006 - June 2009
HSBC Securities May 2005 - April 2006
Baruch College August 2004 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Strategic Financial..., Managerial Finance, Internal Controls, Corporate Finance, Auditing, Cash Flow, Tax, Management Accounting, Finance, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Due Diligence, Financial Statements, Forecasting, IFRS, Management, Microsoft Excel, Payroll, QuickBooks, US GAAP, Banking, Mergers
Education
DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Foster Reeve & Associates Inc January 2013 - Present
J & J Construction January 2010 - June 2012
UBS April 2006 - June 2009
HSBC Securities May 2005 - April 2006
Baruch College August 2004 - April 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Financial Accounting, Strategic Financial..., Managerial Finance, Internal Controls, Corporate Finance, Auditing, Cash Flow, Tax, Management Accounting, Finance, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Due Diligence, Financial Statements, Forecasting, IFRS, Management, Microsoft Excel, Payroll, QuickBooks, US GAAP, Banking, Mergers
Education
DeVry University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Dwight Boothe Dwight Boothe's HSBC Securities Experience 1999 - 2012
Job Vice President, Fund Accounting Manager at Greater New York
Industry Financial Services
Experience
Greater New York 2012 - Present
HSBC Securities 1999 - 2012
BNY Mellon July 1997 - March 1999
Skills
Hedge Funds, Financial Statements, Multi-Strategy Funds, Side Pockets, FX Hedging, Credit Derivatives, Fixed Income, Bank Debt, Master Feeder Funds, Fund Of Funds, Economic Allocations, Private Equity, Team Leadership, Team Management, Mentoring, Coaching, Business Writing, Partnership Accounting, Equalization, Equities, Accounting, Valuation, Fund Accounting, Fund Administration
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting, magna cum laude
Greater New York 2012 - Present
HSBC Securities 1999 - 2012
BNY Mellon July 1997 - March 1999
Skills
Hedge Funds, Financial Statements, Multi-Strategy Funds, Side Pockets, FX Hedging, Credit Derivatives, Fixed Income, Bank Debt, Master Feeder Funds, Fund Of Funds, Economic Allocations, Private Equity, Team Leadership, Team Management, Mentoring, Coaching, Business Writing, Partnership Accounting, Equalization, Equities, Accounting, Valuation, Fund Accounting, Fund Administration
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting, magna cum laude
Eric DeRosa Eric DeRosa's HSBC Securities Experience June 2012 - October 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan October 2013 - August 2015
HSBC Securities June 2012 - October 2013
Global Gaming & Hospitality April 2011 - April 2012
HSBC Securities June 2011 - August 2011
Oxbridge Financial Group LLC December 2008 - August 2010
Skills
Financial Modeling, Industry Research, Investments, Capital Markets, Microsoft Excel, Corporate Finance, Securities Offerings, Securities Regulation, Investment Banking, LBO Modeling, Leveraged Finance, Mergers, M&A experience, Equities, Valuation, Bloomberg, Private Equity, Due Diligence, LBO
Education
City University of New York-Baruch College 2009 — 2012
BBA, Finance & Investments
J.P. Morgan August 2015 - Present
J.P. Morgan October 2013 - August 2015
HSBC Securities June 2012 - October 2013
Global Gaming & Hospitality April 2011 - April 2012
HSBC Securities June 2011 - August 2011
Oxbridge Financial Group LLC December 2008 - August 2010
Skills
Financial Modeling, Industry Research, Investments, Capital Markets, Microsoft Excel, Corporate Finance, Securities Offerings, Securities Regulation, Investment Banking, LBO Modeling, Leveraged Finance, Mergers, M&A experience, Equities, Valuation, Bloomberg, Private Equity, Due Diligence, LBO
Education
City University of New York-Baruch College 2009 — 2012
BBA, Finance & Investments
Geoffroy Balthazard Geoffroy Balthazard's HSBC Securities Experience 2012 - 2012
Job Investment Analyst
Industry Financial Services
Experience
Club Atwater June 2014 - July 2015
Goulet Cormier & Associés 2012 - 2014
HSBC Securities 2012 - 2012
BDC 2010 - 2011
Skills
Financial Modeling, Financial Analysis, Capital Markets, Mergers & Acquisitions, Microsoft Office, French, Investments, Credit Risk, English, Equity Research, Quantitative Analytics, M&A Modeling, Industry Research, Comparable Analysis, Business Networking, FIG, Private & Public Sectors, Monte Carlo Simulation, Bloomberg
Education
CFA Institute
Financial Analysis, Passed all 3 levels
Global Investment Banking Training (London UK) 2012 — 2012
Investment Banking, M&A, LBO and other corporate finance advisory services
Wall Street Prep
Financial Modeling and Valuation
Bishop's University 2008 — 2012
BBA, Finance & International Business
The University of Hong Kong 2011 — 2011
Economics and Social Sciences
Amsterdam University of Applied Sciences 2009 — 2010
IBMS, International Business Management
Class Afloat 2007 — 2008
12th Grade
Bloomberg Institute 2015 — 2015
Bloomberg Terminal, Bloomberg Market Concepts (BMC)
Club Atwater June 2014 - July 2015
Goulet Cormier & Associés 2012 - 2014
HSBC Securities 2012 - 2012
BDC 2010 - 2011
Skills
Financial Modeling, Financial Analysis, Capital Markets, Mergers & Acquisitions, Microsoft Office, French, Investments, Credit Risk, English, Equity Research, Quantitative Analytics, M&A Modeling, Industry Research, Comparable Analysis, Business Networking, FIG, Private & Public Sectors, Monte Carlo Simulation, Bloomberg
Education
CFA Institute
Financial Analysis, Passed all 3 levels
Global Investment Banking Training (London UK) 2012 — 2012
Investment Banking, M&A, LBO and other corporate finance advisory services
Wall Street Prep
Financial Modeling and Valuation
Bishop's University 2008 — 2012
BBA, Finance & International Business
The University of Hong Kong 2011 — 2011
Economics and Social Sciences
Amsterdam University of Applied Sciences 2009 — 2010
IBMS, International Business Management
Class Afloat 2007 — 2008
12th Grade
Bloomberg Institute 2015 — 2015
Bloomberg Terminal, Bloomberg Market Concepts (BMC)
Evan Hockett Evan Hockett's HSBC Securities Experience August 2010 - July 2013
Job SunGard
Industry Financial Services
Experience
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
David Cholewa David Cholewa's HSBC Securities Experience July 2007 - January 2011
Job Transaction Processing Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
SS&C Technologies January 2015 - June 2015
RBC Capital Markets January 2011 - December 2014
HSBC Securities July 2007 - January 2011
HSBC Securities June 2006 - July 2007
Moody's Investors Service March 2006 - June 2006
Skills
Redemption, Subscriptions, AML, Client Liaison, Fund Administration, Securities, Hedge Funds
Education
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College 2001 — 2003
J.P. Morgan June 2015 - Present
SS&C Technologies January 2015 - June 2015
RBC Capital Markets January 2011 - December 2014
HSBC Securities July 2007 - January 2011
HSBC Securities June 2006 - July 2007
Moody's Investors Service March 2006 - June 2006
Skills
Redemption, Subscriptions, AML, Client Liaison, Fund Administration, Securities, Hedge Funds
Education
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College 2001 — 2003
Monique Kavanagh Monique Kavanagh's HSBC Securities Experience April 2009 - November 2011
Job
Industry Financial Services
Experience
Manulife Financial April 2013 - Present
Manulife Financial November 2011 - Present
HSBC Securities April 2009 - November 2011
HSBC Securities October 2006 - April 2009
AGF Management Limited January 2004 - October 2006
AGF Management Limited August 2004 - November 2005
AGF Management Limited July 2001 - August 2004
Metrix Group August 2000 - July 2001
Education
Bowling Green State University 1995 — 1997
MA, CSP, Adult Learning
University of Guelph 1991 — 1995
BA, English, Political Studies
Manulife Financial April 2013 - Present
Manulife Financial November 2011 - Present
HSBC Securities April 2009 - November 2011
HSBC Securities October 2006 - April 2009
AGF Management Limited January 2004 - October 2006
AGF Management Limited August 2004 - November 2005
AGF Management Limited July 2001 - August 2004
Metrix Group August 2000 - July 2001
Education
Bowling Green State University 1995 — 1997
MA, CSP, Adult Learning
University of Guelph 1991 — 1995
BA, English, Political Studies
Irina Gonzalez Irina Gonzalez's HSBC Securities Experience April 2005 - September 2009
Job Relationship Manager (LATAM) credit analystLooking for remote based opportunity
Industry Banking
Experience
HSBC Bank USA, NA September 2013 - Present
HSBC Bank USA, NA September 2009 - August 2011
HSBC Securities April 2005 - September 2009
Merrill Lynch September 2004 - March 2005
Societe Generale September 2000 - September 2004
Compass Group LLC 1998 - 2000
Skills
Microsoft Office, Excel, Credit Analysis, Due Diligence, Spanish, Microsoft Excel, Credit Risk, Hedge Funds, Portfolio Management, Finance, Private Equity, Credit, Accounting, Mutual Funds, Risk Management, Banking
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, International Marketing, Finance
HSBC Bank USA, NA September 2013 - Present
HSBC Bank USA, NA September 2009 - August 2011
HSBC Securities April 2005 - September 2009
Merrill Lynch September 2004 - March 2005
Societe Generale September 2000 - September 2004
Compass Group LLC 1998 - 2000
Skills
Microsoft Office, Excel, Credit Analysis, Due Diligence, Spanish, Microsoft Excel, Credit Risk, Hedge Funds, Portfolio Management, Finance, Private Equity, Credit, Accounting, Mutual Funds, Risk Management, Banking
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, International Marketing, Finance
Cynthia Huang Cynthia Huang's HSBC Securities Experience March 2014 - Present
Job Analyst at HSBC
Industry Marketing and Advertising
Experience
HSBC Securities March 2014 - Present
New York Life Insurance Company June 2012 - August 2012
KPMG February 2012 - May 2012
People's Insurance Company of China May 2011 - August 2011
Boston University International Programs Office September 2010 - May 2011
Boston University Association of Literary Scholars and Critics Organization September 2010 - May 2011
Xiamen Securities Trading Company June 2010 - August 2010
Skills
PowerPoint, QuickBooks, Microsoft Excel, Management, Research, Finance, Marketing Management, Pricing Strategy, Access
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (BS), Marketing
East Brunswick High School 2005 — 2009
High School Diploma
HSBC Securities March 2014 - Present
New York Life Insurance Company June 2012 - August 2012
KPMG February 2012 - May 2012
People's Insurance Company of China May 2011 - August 2011
Boston University International Programs Office September 2010 - May 2011
Boston University Association of Literary Scholars and Critics Organization September 2010 - May 2011
Xiamen Securities Trading Company June 2010 - August 2010
Skills
PowerPoint, QuickBooks, Microsoft Excel, Management, Research, Finance, Marketing Management, Pricing Strategy, Access
Education
Boston University - School of Management 2009 — 2013
Bachelor of Science (BS), Marketing
East Brunswick High School 2005 — 2009
High School Diploma
Quinn Smeaton Quinn Smeaton's HSBC Securities Experience June 2013 - May 2014
Job Education Programs Administrator at The Libra Group
Industry Human Resources
Experience
The Libra Group May 2014 - Present
HSBC Securities June 2013 - May 2014
American University Career Center August 2012 - April 2013
HSBC Securities December 2012 - January 2013
Africa.com LLC May 2012 - August 2012
International Preschools May 2012 - July 2012
Council on Foreign Relations January 2012 - May 2012
Moraa New Hope Foundation September 2011 - December 2011
Foreign Policy Association May 2011 - August 2011
Skills
Nonprofits, Social Media, Microsoft Office, WordPress, International..., Lotus Notes, Microsoft Excel, Resume Writing, Constant Contact, FileMaker, Taleo, Event Planning, Marketing, Career Development, Public Speaking, Community Outreach, Microsoft Word, PowerPoint
Education
American University 2009 — 2013
BA, Major in International Studies (focus on International Development in Africa), Minor in Education
United States International University 2011 — 2011
BA, International Studies
The Libra Group May 2014 - Present
HSBC Securities June 2013 - May 2014
American University Career Center August 2012 - April 2013
HSBC Securities December 2012 - January 2013
Africa.com LLC May 2012 - August 2012
International Preschools May 2012 - July 2012
Council on Foreign Relations January 2012 - May 2012
Moraa New Hope Foundation September 2011 - December 2011
Foreign Policy Association May 2011 - August 2011
Skills
Nonprofits, Social Media, Microsoft Office, WordPress, International..., Lotus Notes, Microsoft Excel, Resume Writing, Constant Contact, FileMaker, Taleo, Event Planning, Marketing, Career Development, Public Speaking, Community Outreach, Microsoft Word, PowerPoint
Education
American University 2009 — 2013
BA, Major in International Studies (focus on International Development in Africa), Minor in Education
United States International University 2011 — 2011
BA, International Studies
Dmitriy Byvalets Dmitriy Byvalets's HSBC Securities Experience April 2010 - August 2011
Job FI Credit/Portfolio Manager
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
HSBC Securities April 2010 - August 2011
HSBC Securities June 2009 - April 2010
Skills
Financial Risk, Credit Risk, Credit Analysis, Investments, Bonds, Financial Analysis, Fixed Income, Derivatives, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Structured Products, Risk Management, Securities, Market Risk, Interest Rate..., Series 7, Swaps, Portfolio Management, Insurance, Financial Markets, Counterparty Risk, Structured Finance, Options
Education
Baruch College 2003 — 2007
Bachelor's degree, Finance, General, 3.8
Deutsche Bank August 2011 - Present
HSBC Securities April 2010 - August 2011
HSBC Securities June 2009 - April 2010
Skills
Financial Risk, Credit Risk, Credit Analysis, Investments, Bonds, Financial Analysis, Fixed Income, Derivatives, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Structured Products, Risk Management, Securities, Market Risk, Interest Rate..., Series 7, Swaps, Portfolio Management, Insurance, Financial Markets, Counterparty Risk, Structured Finance, Options
Education
Baruch College 2003 — 2007
Bachelor's degree, Finance, General, 3.8
John Teltsch's HSBC Securities Experience August 2012 - August 2013
Job Associate at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2013 - Present
HSBC Securities August 2012 - August 2013
Education
Boston University Questrom School of Business 2008 — 2012
BSBA, Finance and Operations Management
Evercore Partners August 2013 - Present
HSBC Securities August 2012 - August 2013
Education
Boston University Questrom School of Business 2008 — 2012
BSBA, Finance and Operations Management
Peony Leung Peony Leung's HSBC Securities Experience January 2008 - September 2012
Job Controller at Prince Street Capital Management LLC
Industry Financial Services
Experience
Prince Street Capital Management June 2015 - Present
Angelo, Gordon & Co. June 2013 - June 2015
Resources Global Professionals January 2013 - June 2013
HSBC Securities January 2008 - September 2012
First Eagle Investment Management June 2006 - December 2007
HSBC Securities April 2002 - June 2006
KPMG September 1999 - April 2002
Skills
Hedge Funds, Private Equity, Fund Of Funds, Fund Accounting, Fund Administration, Advent Geneva, Microsoft Excel, Procedure Development, PowerPoint, Microsoft Word, Workshare, Due Dilligence, Project Management, Management Reporting, Team Building
Education
State University of New York at Binghamton
Bechelor of Science, Accounting
Prince Street Capital Management June 2015 - Present
Angelo, Gordon & Co. June 2013 - June 2015
Resources Global Professionals January 2013 - June 2013
HSBC Securities January 2008 - September 2012
First Eagle Investment Management June 2006 - December 2007
HSBC Securities April 2002 - June 2006
KPMG September 1999 - April 2002
Skills
Hedge Funds, Private Equity, Fund Of Funds, Fund Accounting, Fund Administration, Advent Geneva, Microsoft Excel, Procedure Development, PowerPoint, Microsoft Word, Workshare, Due Dilligence, Project Management, Management Reporting, Team Building
Education
State University of New York at Binghamton
Bechelor of Science, Accounting
James Hartnett's HSBC Securities Experience January 2006 - June 2013
Job Product Controller at HSBC
Industry Investment Banking
Experience
HSBC Bank USA June 2013 - Present
HSBC Securities January 2006 - June 2013
HSBC Securities Inc. January 2000 - January 2006
HSBC Securities January 1996 - January 2000
HSBC Securities January 1995 - January 1996
GE Capital 1992 - 1995
GE Capital 1990 - 1992
GE 1988 - 1990
Skills
Banking, Financial Reporting, Internal Controls, Financial Modeling, Corporate Finance, Accounting, Treasury, Account Reconciliation, Financial Accounting, Cash Flow, Auditing, Risk Management, MBS, Strategic Financial..., Trading, Finance, Financial Analysis, Financial Planning
Education
Boston University 1984 — 1988
Bachelor of Science (BSBA), Finance, General
HSBC Bank USA June 2013 - Present
HSBC Securities January 2006 - June 2013
HSBC Securities Inc. January 2000 - January 2006
HSBC Securities January 1996 - January 2000
HSBC Securities January 1995 - January 1996
GE Capital 1992 - 1995
GE Capital 1990 - 1992
GE 1988 - 1990
Skills
Banking, Financial Reporting, Internal Controls, Financial Modeling, Corporate Finance, Accounting, Treasury, Account Reconciliation, Financial Accounting, Cash Flow, Auditing, Risk Management, MBS, Strategic Financial..., Trading, Finance, Financial Analysis, Financial Planning
Education
Boston University 1984 — 1988
Bachelor of Science (BSBA), Finance, General
Steve Shelton ( KSKS ) Steve Shelton ( KSKS )'s HSBC Securities Experience July 2002 - February 2005
Job President & CEO at KSKS Partners Inc.
Industry Investment Management
Experience
MySeat.com Media Inc March 2012 - Present
KSKS Real Estate Holdings Inc. March 2011 - Present
KSKS Partners Inc. January 1989 - Present
KSKS Sports Collectibles Inc January 1989 - Present
Desjardins Securities Inc. March 2005 - December 2010
HSBC Securities July 2002 - February 2005
Goldman Sachs October 1990 - March 2001
Skills
Equities, Alternative Investments, Investments, Portfolio Management, Financial Markets, Asset Allocation, Wealth Management, Asset Managment, Mutual Funds, Trading, Risk Management, Business Development, Business Strategy, Private Equity, Investment Banking, Strategic Planning, Capital Markets, Fixed Income, Management, Derivatives, Hedge Funds, Start-ups
Education
Bishop's University 1982 — 1984
Business Administration, Economics
Seminaire de Sherbrooke 1974 — 1981
MySeat.com Media Inc March 2012 - Present
KSKS Real Estate Holdings Inc. March 2011 - Present
KSKS Partners Inc. January 1989 - Present
KSKS Sports Collectibles Inc January 1989 - Present
Desjardins Securities Inc. March 2005 - December 2010
HSBC Securities July 2002 - February 2005
Goldman Sachs October 1990 - March 2001
Skills
Equities, Alternative Investments, Investments, Portfolio Management, Financial Markets, Asset Allocation, Wealth Management, Asset Managment, Mutual Funds, Trading, Risk Management, Business Development, Business Strategy, Private Equity, Investment Banking, Strategic Planning, Capital Markets, Fixed Income, Management, Derivatives, Hedge Funds, Start-ups
Education
Bishop's University 1982 — 1984
Business Administration, Economics
Seminaire de Sherbrooke 1974 — 1981
Neil Kiernan's HSBC Securities Experience 2002 - 2007
Job Managing Director, Corporate Banking
Industry Financial Services
Experience
Fifth Third Bank 2011 - Present
LICT Corporation 2008 - 2011
Punk, Ziegel & Company 2007 - 2008
HSBC Securities 2002 - 2007
JPMorgan Chase 1998 - 2001
The COBA Group 1993 - 1996
Education
Duke University - The Fuqua School of Business
MBA
Babson College
BS
Fifth Third Bank 2011 - Present
LICT Corporation 2008 - 2011
Punk, Ziegel & Company 2007 - 2008
HSBC Securities 2002 - 2007
JPMorgan Chase 1998 - 2001
The COBA Group 1993 - 1996
Education
Duke University - The Fuqua School of Business
MBA
Babson College
BS
Solomon Avinaash Paul Solomon Avinaash Paul's HSBC Securities Experience April 2002 - Present
Job VP Change Delivery at HSBC
Industry Banking
Experience
HSBC Securities April 2002 - Present
Skills
Change Management, Strategy, Management Consulting, Investment Banking, Banking, Project Management, Back Office, Management, Analysis, Risk Management, Business Analysis, Business Transformation, Financial Services, Portfolio Management, Stakeholder Management, Vendor Management, Business Process...
Education
Ms Ramaiah College Of Arts Science and Commerce 1997 — 2000
Bachelor of Commerce (B.Com.), Banking and Financial Support Services
HSBC Securities April 2002 - Present
Skills
Change Management, Strategy, Management Consulting, Investment Banking, Banking, Project Management, Back Office, Management, Analysis, Risk Management, Business Analysis, Business Transformation, Financial Services, Portfolio Management, Stakeholder Management, Vendor Management, Business Process...
Education
Ms Ramaiah College Of Arts Science and Commerce 1997 — 2000
Bachelor of Commerce (B.Com.), Banking and Financial Support Services
Chad S. Elson Chad S. Elson's HSBC Securities Experience 1994 - 1996
Job Chief Operating Officer at South Street Capital Management LP
Industry Investment Management
Experience
South Street Capital Management LP August 2007 - Present
Cantor Fitzgerald LP 1996 - 1997
HSBC Securities 1994 - 1996
Bear Stearns 1993 - 1994
Swiss Bank 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Asset Managment, Investment Management, Investor Relations, Fixed Income, Equities, Venture Capital, Investments, Investment Strategies, Securities Regulation, Investment Advisory, Due Diligence
Education
University of California, Santa Barbara 1975 — 1978
MA & ABD, Philosophy
Antioch College 1970 — 1973
BA, Philosophy & Sociology
Oyster Bay High School
South Street Capital Management LP August 2007 - Present
Cantor Fitzgerald LP 1996 - 1997
HSBC Securities 1994 - 1996
Bear Stearns 1993 - 1994
Swiss Bank 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Private Equity, Asset Managment, Investment Management, Investor Relations, Fixed Income, Equities, Venture Capital, Investments, Investment Strategies, Securities Regulation, Investment Advisory, Due Diligence
Education
University of California, Santa Barbara 1975 — 1978
MA & ABD, Philosophy
Antioch College 1970 — 1973
BA, Philosophy & Sociology
Oyster Bay High School
Rachel Ling Liu Rachel Ling Liu's HSBC Securities Experience July 2006 - August 2006
Job Director at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank October 2011 - Present
Standard Chartered Bank July 2007 - September 2011
HSBC Securities July 2006 - August 2006
IFC - International Finance Corporation June 2006 - July 2006
Beijing State-owned Assets Management Company September 2002 - August 2005
Skills
Business Development, Financial Institutions, Funding, Hedging, Derivatives, Fixed Income, Banking, Capital Markets, Cash Management, Corporate Finance, Emerging Markets, Options, Portfolio Management, Risk Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
The University of Manchester 2001 — 2002
MSc, Finance
Beijing Foreign Studies University 1997 — 2001
BA, English/Economics
Standard Chartered Bank October 2011 - Present
Standard Chartered Bank July 2007 - September 2011
HSBC Securities July 2006 - August 2006
IFC - International Finance Corporation June 2006 - July 2006
Beijing State-owned Assets Management Company September 2002 - August 2005
Skills
Business Development, Financial Institutions, Funding, Hedging, Derivatives, Fixed Income, Banking, Capital Markets, Cash Management, Corporate Finance, Emerging Markets, Options, Portfolio Management, Risk Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA, Finance
The University of Manchester 2001 — 2002
MSc, Finance
Beijing Foreign Studies University 1997 — 2001
BA, English/Economics
Nair Raghu Nair Raghu's HSBC Securities Experience 2000 - 2006
Job Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2006 - Present
HSBC Securities 2000 - 2006
BPD Bank May 1997 - August 2000
State Bank of India 1993 - 1995
Skills
Capital Markets, Credit Risk, Derivatives, Banking, Structured Finance, Investment Banking, Credit Analysis, Fixed Income, Credit, Risk Management, Portfolio Management, Commercial Banking, Financial Risk, Investments, Financial Structuring, Financial Analysis, Finance, Business Analysis, Liquidity, Relationship Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
MBA, Finance and Investments
Cochin University of Science and Technology
Master of Bank Management, Finance, Banking
BNP Paribas April 2006 - Present
HSBC Securities 2000 - 2006
BPD Bank May 1997 - August 2000
State Bank of India 1993 - 1995
Skills
Capital Markets, Credit Risk, Derivatives, Banking, Structured Finance, Investment Banking, Credit Analysis, Fixed Income, Credit, Risk Management, Portfolio Management, Commercial Banking, Financial Risk, Investments, Financial Structuring, Financial Analysis, Finance, Business Analysis, Liquidity, Relationship Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
MBA, Finance and Investments
Cochin University of Science and Technology
Master of Bank Management, Finance, Banking
Mary Savona, MBA, CFP Mary Savona, MBA, CFP's HSBC Securities Experience September 2000 - October 2004
Job Professor, Seneca College
Industry Education Management
Experience
Investment Industry Regulatory Organization of Canada 2011 - Present
Seneca College January 2009 - Present
Moody's Analytics 2007 - Present
Saxon Financial October 2004 - December 2008
HSBC Securities September 2000 - October 2004
TD Waterhouse September 1999 - September 2000
George Brown College January 1999 - August 1999
Skills
Investments, Strategic Financial..., Financial Services, Mutual Funds, Strategic Planning
Education
Dalhousie University 2008 — 2010
MBA, Business
Boston College 1988 — 1989
MA, Political Science
University of Toronto - University of St. Michael's College 1982 — 1987
BA, Political Science
Investment Industry Regulatory Organization of Canada 2011 - Present
Seneca College January 2009 - Present
Moody's Analytics 2007 - Present
Saxon Financial October 2004 - December 2008
HSBC Securities September 2000 - October 2004
TD Waterhouse September 1999 - September 2000
George Brown College January 1999 - August 1999
Skills
Investments, Strategic Financial..., Financial Services, Mutual Funds, Strategic Planning
Education
Dalhousie University 2008 — 2010
MBA, Business
Boston College 1988 — 1989
MA, Political Science
University of Toronto - University of St. Michael's College 1982 — 1987
BA, Political Science
Rami Salame Rami Salame's HSBC Securities Experience June 2008 - August 2014
Job Foreign Exchange Production Support Specialist at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets February 2015 - Present
HSBC Global Banking and Markets September 2014 - March 2015
HSBC Securities June 2008 - August 2014
Skills
Active Directory, IT Strategy, Requirements Analysis, Microsoft Office, Disaster Recovery, Windows Server, Troubleshooting, Technical Support, Microsoft SQL Server, Networking, SQL, System Administration, IT Management, Windows 7, Unix, C++, Linux, Servers, Vendor Management, Business Analysis, Windows
Education
Polytechnic University 2006 — 2008
Master of Science (M.Sc.), Electrical, Electronics and Communications Engineering
American University College of Science and Technology 2001 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
HSBC Global Banking and Markets February 2015 - Present
HSBC Global Banking and Markets September 2014 - March 2015
HSBC Securities June 2008 - August 2014
Skills
Active Directory, IT Strategy, Requirements Analysis, Microsoft Office, Disaster Recovery, Windows Server, Troubleshooting, Technical Support, Microsoft SQL Server, Networking, SQL, System Administration, IT Management, Windows 7, Unix, C++, Linux, Servers, Vendor Management, Business Analysis, Windows
Education
Polytechnic University 2006 — 2008
Master of Science (M.Sc.), Electrical, Electronics and Communications Engineering
American University College of Science and Technology 2001 — 2005
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Ofari Ephraim CPA Ofari Ephraim CPA's HSBC Securities Experience November 2005 - September 2012
Job Supervisor at HSBC Securities
Industry Accounting
Experience
HSBC Securities November 2005 - September 2012
BISYS Fund Services November 2003 - October 2005
Watson Rice LLP February 2000 - October 2003
Skills
Hedge Funds, Private Equity, Auditing, Tax Returns, AML, Accounting, Banking, Bloomberg, Equities, Finance, Financial Analysis, Financial Reporting, Fund Of Funds
Education
Baruch College 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
HSBC Securities November 2005 - September 2012
BISYS Fund Services November 2003 - October 2005
Watson Rice LLP February 2000 - October 2003
Skills
Hedge Funds, Private Equity, Auditing, Tax Returns, AML, Accounting, Banking, Bloomberg, Equities, Finance, Financial Analysis, Financial Reporting, Fund Of Funds
Education
Baruch College 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
Abhijit (Abhi) Das Abhijit (Abhi) Das's HSBC Securities Experience June 2010 - July 2014
Job UI Lead at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
HSBC Securities June 2010 - July 2014
Accenture August 2006 - May 2010
Randomwalk April 2006 - August 2006
Progressive Insurance April 2004 - March 2006
Mastech February 1998 - February 2004
KB Toys 1998 - 2004
IIS Infotech August 1996 - February 1998
Skills
XML, Microsoft SQL Server, C#, SQL, .NET, ASP.NET, WCF, UML, Oracle, Business Analysis, Capital Markets, Software Development
Education
Anna University 1992 — 1994
M.Tech, Technology
University of Calcutta 1987 — 1991
Taki House 1975 — 1987
JPMorgan Chase July 2014 - Present
HSBC Securities June 2010 - July 2014
Accenture August 2006 - May 2010
Randomwalk April 2006 - August 2006
Progressive Insurance April 2004 - March 2006
Mastech February 1998 - February 2004
KB Toys 1998 - 2004
IIS Infotech August 1996 - February 1998
Skills
XML, Microsoft SQL Server, C#, SQL, .NET, ASP.NET, WCF, UML, Oracle, Business Analysis, Capital Markets, Software Development
Education
Anna University 1992 — 1994
M.Tech, Technology
University of Calcutta 1987 — 1991
Taki House 1975 — 1987
Nina Abuakar Nina Abuakar's HSBC Securities Experience January 2007 - October 2012
Job AVP Global Trade and Receivables Finance Sales Manager
Industry Financial Services
Experience
HSBC October 2012 - Present
HSBC Securities January 2007 - October 2012
Wells Fargo September 2005 - December 2006
Skills
Bloomberg, CDO Suite, Propriety Financial..., Accounting Applications, CDO, CRM, Trading, Mutual Funds, Capital Markets, Derivatives, Financial Services, Management, Structured Finance, Training, Finance
Education
Baruch College 2010 — 2012
Master of Business Administration (MBA), Finance
Salisbury University 2001 — 2005
Bachelor of Science (BS), Marketing
HSBC October 2012 - Present
HSBC Securities January 2007 - October 2012
Wells Fargo September 2005 - December 2006
Skills
Bloomberg, CDO Suite, Propriety Financial..., Accounting Applications, CDO, CRM, Trading, Mutual Funds, Capital Markets, Derivatives, Financial Services, Management, Structured Finance, Training, Finance
Education
Baruch College 2010 — 2012
Master of Business Administration (MBA), Finance
Salisbury University 2001 — 2005
Bachelor of Science (BS), Marketing
Sheelah Johnston's HSBC Securities Experience June 1997 - July 1999
Job CPA
Industry Computer Games
Experience
GTL Media March 2012 - April 2013
Tile Matters of Southern California April 2010 - March 2012
UGMC Stone 2006 - 2010
PriceSmart 2004 - 2005
De La Salle University 2002 - 2004
Credit Agricole Indosuez 1999 - 2002
HSBC Securities June 1997 - July 1999
Skills
Forecasting, Customer Service, Project Management, Marketing Research, Business Strategy, Accounting, English, Strategic Planning, Microsoft Excel, Management, Microsoft Office, Leadership, Budgets, Team Management, Finance, Time Management
Education
Coastline College 2011 — 2012
Accounting
Ateneo de Manila University 1995 — 1999
Masters, Business Administration
Ateneo de Manila University 1989 — 1993
BS, Management major in Legal
GTL Media March 2012 - April 2013
Tile Matters of Southern California April 2010 - March 2012
UGMC Stone 2006 - 2010
PriceSmart 2004 - 2005
De La Salle University 2002 - 2004
Credit Agricole Indosuez 1999 - 2002
HSBC Securities June 1997 - July 1999
Skills
Forecasting, Customer Service, Project Management, Marketing Research, Business Strategy, Accounting, English, Strategic Planning, Microsoft Excel, Management, Microsoft Office, Leadership, Budgets, Team Management, Finance, Time Management
Education
Coastline College 2011 — 2012
Accounting
Ateneo de Manila University 1995 — 1999
Masters, Business Administration
Ateneo de Manila University 1989 — 1993
BS, Management major in Legal
Krishnaprasad Sathyan Krishnaprasad Sathyan's HSBC Securities Experience April 2010 - Present
Job Vice President at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities April 2010 - Present
Broadridge October 2002 - March 2010
Skills
Fixed Income, Prime Brokerage, Business Analysis, Derivatives, Trading Systems, Equities, Investment Banking, Capital Markets, Sybase, Production Support, DB2, SDLC, Securities, Requirements Gathering, Requirements Analysis, Options, Software Project..., Bloomberg, Hedge Funds, SOA, Agile Methodologies, Financial Services, Management, Market Data, Middle Office, Electronic Trading, Back Office, FX Options
Education
Aspen University 2013 — 2015
Master of Science (M.S.), Technology and Innovation
Coimbatore Institute of Technology 1999 — 2001
Masters, Applied Sciences - Computer Technology
Bharathiar University 1996 — 1999
Bachelors, Computer Science
HSBC Securities April 2010 - Present
Broadridge October 2002 - March 2010
Skills
Fixed Income, Prime Brokerage, Business Analysis, Derivatives, Trading Systems, Equities, Investment Banking, Capital Markets, Sybase, Production Support, DB2, SDLC, Securities, Requirements Gathering, Requirements Analysis, Options, Software Project..., Bloomberg, Hedge Funds, SOA, Agile Methodologies, Financial Services, Management, Market Data, Middle Office, Electronic Trading, Back Office, FX Options
Education
Aspen University 2013 — 2015
Master of Science (M.S.), Technology and Innovation
Coimbatore Institute of Technology 1999 — 2001
Masters, Applied Sciences - Computer Technology
Bharathiar University 1996 — 1999
Bachelors, Computer Science
Alex Vinokur Alex Vinokur's HSBC Securities Experience March 2006 - September 2013
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
HSBC Securities March 2006 - September 2013
HSBC Securities March 2006 - September 2013
Deutsche Bank September 1999 - March 2006
Merrill Lynch June 1998 - September 1999
SIAC July 1996 - June 1998
CES (Configured Energy Systems) November 1995 - June 1996
Cutler Owens International Ltd April 1993 - October 1995
Skills
Trading, Trading Systems, Securities, Low Latency, Electronic Trading, Options, Market Data, Fixed Income, Derivatives, Equities, Sybase, Capital Markets, FX Options, Investment Banking, Financial Markets, SDLC
Education
New York University - Polytechnic School of Engineering 1995 — 1997
Master of Science, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1992
MS (Engineer), Electrical Engineering
Morgan Stanley September 2013 - Present
HSBC Securities March 2006 - September 2013
HSBC Securities March 2006 - September 2013
Deutsche Bank September 1999 - March 2006
Merrill Lynch June 1998 - September 1999
SIAC July 1996 - June 1998
CES (Configured Energy Systems) November 1995 - June 1996
Cutler Owens International Ltd April 1993 - October 1995
Skills
Trading, Trading Systems, Securities, Low Latency, Electronic Trading, Options, Market Data, Fixed Income, Derivatives, Equities, Sybase, Capital Markets, FX Options, Investment Banking, Financial Markets, SDLC
Education
New York University - Polytechnic School of Engineering 1995 — 1997
Master of Science, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1992
MS (Engineer), Electrical Engineering
Gail Burlant Gail Burlant's HSBC Securities Experience 1992 - 2004
Job Chief Human Resources Officer at Commonfund
Industry Real Estate
Experience
Commonfund September 2012 - Present
HDG Mansur Capital Group June 2004 - September 2012
HSBC Securities 1992 - 2004
Skills
Asset Managment
Education
The George Washington University Law School 1981 — 1984
Juris Doctorate, Law
Boston College 1977 — 1981
BS/BA, Political Science/English
Commonfund September 2012 - Present
HDG Mansur Capital Group June 2004 - September 2012
HSBC Securities 1992 - 2004
Skills
Asset Managment
Education
The George Washington University Law School 1981 — 1984
Juris Doctorate, Law
Boston College 1977 — 1981
BS/BA, Political Science/English
Enrique Ford Enrique Ford's HSBC Securities Experience March 1994 - December 2000
Job Assistant Project at Sonoview Consulting Inc.
Industry Banking
Experience
Sonoview Consulting Inc. October 2012 - Present
HSBC BANK USA January 2000 - December 2010
HSBC Securities March 1994 - December 2000
Republic National Bank January 1994 - December 1999
Skills
Banking, FX Options, Trading, Account Reconciliation, Payments, Back Office, Accounting, Management, Options, Internal Controls, SWIFT payments, Settlement, Risk Management, Retail Banking, Derivatives, Financial Risk, Foreign Exchange, General Ledger, Investment Banking
Education
Baku State University 1980 — 1985
Master in Arts, International Law
State University of Azerbaijan 1980 — 1985
Graduate, International Law and Foreign Relationship
Universidad de Costa Rica 1976 — 1979
Licenciado, Law
Colegio Nocturno de Limon 1969 — 1974
Graduate, General
Business and Banking Training
studies at University of Costa Rica Law Facility
Associates, Law
Sonoview Consulting Inc. October 2012 - Present
HSBC BANK USA January 2000 - December 2010
HSBC Securities March 1994 - December 2000
Republic National Bank January 1994 - December 1999
Skills
Banking, FX Options, Trading, Account Reconciliation, Payments, Back Office, Accounting, Management, Options, Internal Controls, SWIFT payments, Settlement, Risk Management, Retail Banking, Derivatives, Financial Risk, Foreign Exchange, General Ledger, Investment Banking
Education
Baku State University 1980 — 1985
Master in Arts, International Law
State University of Azerbaijan 1980 — 1985
Graduate, International Law and Foreign Relationship
Universidad de Costa Rica 1976 — 1979
Licenciado, Law
Colegio Nocturno de Limon 1969 — 1974
Graduate, General
Business and Banking Training
studies at University of Costa Rica Law Facility
Associates, Law
Melissa Rwambuya Melissa Rwambuya's HSBC Securities Experience July 2002 - July 2006
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
William Raveis Real Estate October 2008 - Present
HSBC Securities July 2002 - July 2006
Merrill Lynch August 1998 - July 2002
Goldman Sachs May 1997 - August 1997
Morgan Stanley September 1992 - August 1996
Skills
Credit Analysis, Fixed Income, Real Estate, Investments, Trading, Hedge Funds, Valuation, Portfolio Management, Securities, Derivatives
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
BA, Psychology
William B. Murray William B. Murray's HSBC Securities Experience January 2002 - March 2005
Job
Industry Banking
Experience
BNP Paribas August 2011 - Present
Australia & New Zealand Banking Group Ltd. February 2010 - June 2011
Babson Capital Management June 2008 - November 2009
Murray Capital Management, Inc March 2005 - June 2008
HSBC Securities January 2002 - March 2005
Consultant September 2001 - March 2002
JPMorgan Chase June 1986 - November 2001
Bank of America June 1982 - May 1986
Skills
Mergers, Corporate Finance, Capital Markets, Structured Finance, Investment Banking, Portfolio Management, Mergers & Acquisitions, Credit, Investor Relations, Entrepreneurship, Due Diligence, Finance, Management, Leveraged Finance, Restructuring, Treasury Management, Syndications, Commercial Banking, Asset Management, Loans, Investments, Fixed Income, Mutual Funds, Financial Structuring, Financial Services, Emerging Markets, Derivatives, Structured Products, Trading
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
M.B.A.
Binghamton University 1976 — 1980
B.S.
BNP Paribas August 2011 - Present
Australia & New Zealand Banking Group Ltd. February 2010 - June 2011
Babson Capital Management June 2008 - November 2009
Murray Capital Management, Inc March 2005 - June 2008
HSBC Securities January 2002 - March 2005
Consultant September 2001 - March 2002
JPMorgan Chase June 1986 - November 2001
Bank of America June 1982 - May 1986
Skills
Mergers, Corporate Finance, Capital Markets, Structured Finance, Investment Banking, Portfolio Management, Mergers & Acquisitions, Credit, Investor Relations, Entrepreneurship, Due Diligence, Finance, Management, Leveraged Finance, Restructuring, Treasury Management, Syndications, Commercial Banking, Asset Management, Loans, Investments, Fixed Income, Mutual Funds, Financial Structuring, Financial Services, Emerging Markets, Derivatives, Structured Products, Trading
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
M.B.A.
Binghamton University 1976 — 1980
B.S.
Michelle Pedraza Michelle Pedraza's HSBC Securities Experience July 2007 - August 2009
Job Impact Investing Consultant / Project Drawdown Fellow
Industry Nonprofit Organization Management
Experience
Clinton Global Initiative January 2015 - May 2015
PROgroup GEIE November 2014 - January 2015
University of Luxembourg March 2014 - September 2014
Disheroes September 2012 - March 2013
Citi June 2010 - August 2011
Deutsche Bank November 2009 - June 2010
HSBC Securities July 2007 - August 2009
Skills
Strategy, Business Planning, Management, Finance, Open Innovation, Business Innovation, Entrepreneurship, Sustainable Energy, Presentation Skills, Financial Modeling, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Equities, Portfolio Management, Business Development, Investments, Business Analysis, Sustainable Business, Group Practice...
Education
University of Luxembourg 2013 — 2014
Master in Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies
Freie Universität Berlin 2014 — 2014
International Summer University on Energy, Renewable Energies V: Photovoltaics, Solar Thermal & Wind
Boston University Questrom School of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Colegio Nueva Granada 1997 — 2002
Sonic Yoga
University of Luxembourg 2013 — 2014
Certificate, Social Enterprises and Social Innovation
Clinton Global Initiative January 2015 - May 2015
PROgroup GEIE November 2014 - January 2015
University of Luxembourg March 2014 - September 2014
Disheroes September 2012 - March 2013
Citi June 2010 - August 2011
Deutsche Bank November 2009 - June 2010
HSBC Securities July 2007 - August 2009
Skills
Strategy, Business Planning, Management, Finance, Open Innovation, Business Innovation, Entrepreneurship, Sustainable Energy, Presentation Skills, Financial Modeling, Financial Analysis, Fixed Income, Corporate Finance, Valuation, Equities, Portfolio Management, Business Development, Investments, Business Analysis, Sustainable Business, Group Practice...
Education
University of Luxembourg 2013 — 2014
Master in Entrepreneurship and Innovation, Entrepreneurship/Entrepreneurial Studies
Freie Universität Berlin 2014 — 2014
International Summer University on Energy, Renewable Energies V: Photovoltaics, Solar Thermal & Wind
Boston University Questrom School of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Colegio Nueva Granada 1997 — 2002
Sonic Yoga
University of Luxembourg 2013 — 2014
Certificate, Social Enterprises and Social Innovation
Eunice Lee's HSBC Securities Experience March 2006 - February 2007
Job Analyst, Merchant Marketing Consultation at American Express
Industry Financial Services
Experience
American Express July 2014 - April 2015
American Express August 2010 - July 2014
American Express October 2009 - June 2010
RBC Capital Markets September 2008 - August 2009
Shiseido Americas Corporation May 2007 - June 2008
HSBC Securities March 2006 - February 2007
Skills
Product Management, Internal Communications, Strategy, Business Strategy, Research, Brand Positioning..., Advertising, Marketing Budget..., Account Management, Brand Development..., Data Analysis, Brand Management, Direct Marketing, Digital Marketing, Brand Development, B2B Marketing, Online Marketing, Email Marketing, Project Management, Social Media, Marketing Communications, Segmentation
Education
University of Illinois 2001 — 2005
BS, Finance
Bond University 2004 — 2004
Finance
American Express July 2014 - April 2015
American Express August 2010 - July 2014
American Express October 2009 - June 2010
RBC Capital Markets September 2008 - August 2009
Shiseido Americas Corporation May 2007 - June 2008
HSBC Securities March 2006 - February 2007
Skills
Product Management, Internal Communications, Strategy, Business Strategy, Research, Brand Positioning..., Advertising, Marketing Budget..., Account Management, Brand Development..., Data Analysis, Brand Management, Direct Marketing, Digital Marketing, Brand Development, B2B Marketing, Online Marketing, Email Marketing, Project Management, Social Media, Marketing Communications, Segmentation
Education
University of Illinois 2001 — 2005
BS, Finance
Bond University 2004 — 2004
Finance
Christine Egan Christine Egan's HSBC Securities Experience 2004 - 2006
Job Director of Marketing and Investor Relations
Industry Financial Services
Experience
Maritime Capital,LLC January 2015 - Present
Kaufman Rossin Fund Services August 2006 - December 2014
HSBC Securities 2004 - 2006
Morgan Stanley Prime Brokerage May 1999 - December 2002
Skills
Fund Administration, Alternative Investments, Hedge Funds, Fund Of Funds, Due Diligence, Equities, Mutual Funds, Accounting, Investments, Funding, Asset Management, Auditing, Options, Trading, Finance, Prime Brokerage, Financial Services, Wealth Management, Private Equity, Financial Advisory, Fixed Income
Education
Babson College 1994 — 1999
Business Administration
Simmons College 1986 — 1991
BS, Accounting
Hanover High School
Maritime Capital,LLC January 2015 - Present
Kaufman Rossin Fund Services August 2006 - December 2014
HSBC Securities 2004 - 2006
Morgan Stanley Prime Brokerage May 1999 - December 2002
Skills
Fund Administration, Alternative Investments, Hedge Funds, Fund Of Funds, Due Diligence, Equities, Mutual Funds, Accounting, Investments, Funding, Asset Management, Auditing, Options, Trading, Finance, Prime Brokerage, Financial Services, Wealth Management, Private Equity, Financial Advisory, Fixed Income
Education
Babson College 1994 — 1999
Business Administration
Simmons College 1986 — 1991
BS, Accounting
Hanover High School
Bryan Connelly's HSBC Securities Experience August 2012 - Present
Job Trading Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities August 2012 - Present
BU Finance and Investment Club September 2011 - May 2012
HSBC Securities June 2011 - August 2011
Alpari (US), LLC November 2010 - May 2011
JP Morgan June 2010 - August 2010
BU Finance and Investment Club September 2009 - May 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Subconcentrations in Accounting and Finance Minor Economics
HSBC Securities August 2012 - Present
BU Finance and Investment Club September 2011 - May 2012
HSBC Securities June 2011 - August 2011
Alpari (US), LLC November 2010 - May 2011
JP Morgan June 2010 - August 2010
BU Finance and Investment Club September 2009 - May 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Subconcentrations in Accounting and Finance Minor Economics
Gary Mellow Gary Mellow's HSBC Securities Experience 2009 - 2014
Job Regional Reputational Risk Manager at HSBC
Industry Banking
Experience
HSBC 2014 - Present
HSBC Securities 2009 - 2014
HSBC Global Banking and Markets 2006 - 2009
HSBC Global Banking and Markets 2001 - 2006
Bank of America 1996 - 2001
Sumitomo Mitsui Banking Corporation 1996 - 1996
JPM Chase 1994 - 1996
Skills
Credit Analysis, Credit Risk, Credit, Banking, Team Management, Finance, Financial Analysis, Financial Modeling, Team Leadership, Cash Flow, Commercial Banking, Loans, High Yield, Personal Development, Customer Relations, Personnel Development, Project Management, Stakeholder Engagement, Stakeholder Management, Coaching
Education
Binghamton University - School of Management 1990 — 1994
Townsend Harris High School 1986 — 1990
HSBC 2014 - Present
HSBC Securities 2009 - 2014
HSBC Global Banking and Markets 2006 - 2009
HSBC Global Banking and Markets 2001 - 2006
Bank of America 1996 - 2001
Sumitomo Mitsui Banking Corporation 1996 - 1996
JPM Chase 1994 - 1996
Skills
Credit Analysis, Credit Risk, Credit, Banking, Team Management, Finance, Financial Analysis, Financial Modeling, Team Leadership, Cash Flow, Commercial Banking, Loans, High Yield, Personal Development, Customer Relations, Personnel Development, Project Management, Stakeholder Engagement, Stakeholder Management, Coaching
Education
Binghamton University - School of Management 1990 — 1994
Townsend Harris High School 1986 — 1990
Beth Blass Beth Blass's HSBC Securities Experience 2005 - 2007
Job Director at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland 2010 - 2014
Morgan Stanley 2008 - 2010
HSBC Securities 2005 - 2007
Deutsche Bank 2001 - 2004
Merrill Lynch 1995 - 2001
Citibank 1991 - 1995
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Operational Risk, Capital Markets, Due Diligence, Credit Risk, Bloomberg, FX Options, Securities, Banking, Credit, Operational Risk..., Hedge Funds, Financial Services, Equities
Education
City University of New York-Baruch College
MBA, Finance and Investments
State University of New York at Albany
BA, Psychology
Royal Bank of Scotland 2010 - 2014
Morgan Stanley 2008 - 2010
HSBC Securities 2005 - 2007
Deutsche Bank 2001 - 2004
Merrill Lynch 1995 - 2001
Citibank 1991 - 1995
Skills
Investment Banking, Fixed Income, Risk Management, Derivatives, Operational Risk, Capital Markets, Due Diligence, Credit Risk, Bloomberg, FX Options, Securities, Banking, Credit, Operational Risk..., Hedge Funds, Financial Services, Equities
Education
City University of New York-Baruch College
MBA, Finance and Investments
State University of New York at Albany
BA, Psychology
Sudeep Pal, CFA's HSBC Securities Experience February 2014 - Present
Job Associate, Corporate Finance Advisory at HSBC
Industry Banking
Experience
HSBC Securities February 2014 - Present
HSBC Securities March 2010 - February 2014
Bank of America June 2008 - February 2010
Boston University School of Management September 2007 - May 2008
Sony Electronics September 2006 - May 2008
Merrill Lynch May 2007 - August 2007
MetLife Investments May 2006 - August 2006
Key Club International July 2003 - July 2004
Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management
Boston University - School of Management 2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor
HSBC Securities February 2014 - Present
HSBC Securities March 2010 - February 2014
Bank of America June 2008 - February 2010
Boston University School of Management September 2007 - May 2008
Sony Electronics September 2006 - May 2008
Merrill Lynch May 2007 - August 2007
MetLife Investments May 2006 - August 2006
Key Club International July 2003 - July 2004
Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management
Boston University - School of Management 2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor
Christian Filimon's HSBC Securities Experience July 2008 - March 2009
Job Investment Associate at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
Roni Yosofov's HSBC Securities Experience March 2014 - Present
Job Structured Products Sales at HSBC Securities | roni.yosofov@gmail.com
Industry Financial Services
Experience
HSBC Securities March 2014 - Present
HSBC Securities June 2013 - March 2014
Skills
Bloomberg, Investment Banking, Financial Modeling, R, Matlab, Equity Derivatives, Structured Products, C++, Capital IQ, Excel/VBA, Trading, Valuation, Capital Markets, Equities, Client Services, Customer Service, Presentation Skills, Sales, Fixed Income, Structured Notes, Phone Etiquette, Data Mining, Market Analysis, Communication
Education
Cornell University 2011 — 2012
Master of Engineering (M.Eng.), Financial Engineering
Baruch College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments
HSBC Securities March 2014 - Present
HSBC Securities June 2013 - March 2014
Skills
Bloomberg, Investment Banking, Financial Modeling, R, Matlab, Equity Derivatives, Structured Products, C++, Capital IQ, Excel/VBA, Trading, Valuation, Capital Markets, Equities, Client Services, Customer Service, Presentation Skills, Sales, Fixed Income, Structured Notes, Phone Etiquette, Data Mining, Market Analysis, Communication
Education
Cornell University 2011 — 2012
Master of Engineering (M.Eng.), Financial Engineering
Baruch College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments
Richard Coppolino Richard Coppolino's HSBC Securities Experience April 2013 - August 2013
Job Finance Manager at Ultra Records
Industry Financial Services
Experience
Ultra Records July 2015 - Present
SFX Entertainment, Inc. March 2014 - July 2015
Citi Habitats April 2013 - July 2014
HSBC Securities April 2013 - August 2013
Nomura Securities August 2011 - April 2013
PRF Pro-Holiday Lighting October 2003 - 2011
Phat Sounds Musical Entertainment May 2002 - 2011
Davidson Kempner Capital Management June 2010 - August 2010
Berkery, Noyes & Co., LLC October 2009 - May 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Live Events, Social Media, Ticket Operations, Entertainment Industry, Electronic Music, Fixed Income, Accounts Receivable, Trading, Investment Banking, Mergers & Acquisitions, Music Festivals, Music Industry, Entrepreneurship, Microsoft Office, Billing Process, Bloomberg Terminal, Options, Hedge Funds, Bloomberg, ETFs, Real Estate, Foreign Exchange, Precious Metals, Settlement, Clearing, Special Events..., Lotus Notes, Social Promotion, Music, Event Management, Accounts Payable, EDM, Start-ups
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Major: Accounting and Finance, Concentration: Entrepreneurship, Specialization: Global Business
Fordham University International Business Study Tour - Barcelona, Es 2009 — 2009
International Business Study Tour
Heythrop College, U. of London 2009 — 2009
Marketing, Invitation to Theatre
Red Bank Catholic High School 2003 — 2007
Ultra Records July 2015 - Present
SFX Entertainment, Inc. March 2014 - July 2015
Citi Habitats April 2013 - July 2014
HSBC Securities April 2013 - August 2013
Nomura Securities August 2011 - April 2013
PRF Pro-Holiday Lighting October 2003 - 2011
Phat Sounds Musical Entertainment May 2002 - 2011
Davidson Kempner Capital Management June 2010 - August 2010
Berkery, Noyes & Co., LLC October 2009 - May 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Live Events, Social Media, Ticket Operations, Entertainment Industry, Electronic Music, Fixed Income, Accounts Receivable, Trading, Investment Banking, Mergers & Acquisitions, Music Festivals, Music Industry, Entrepreneurship, Microsoft Office, Billing Process, Bloomberg Terminal, Options, Hedge Funds, Bloomberg, ETFs, Real Estate, Foreign Exchange, Precious Metals, Settlement, Clearing, Special Events..., Lotus Notes, Social Promotion, Music, Event Management, Accounts Payable, EDM, Start-ups
Education
Fordham University 2007 — 2011
Bachelor of Science (B.S.), Major: Accounting and Finance, Concentration: Entrepreneurship, Specialization: Global Business
Fordham University International Business Study Tour - Barcelona, Es 2009 — 2009
International Business Study Tour
Heythrop College, U. of London 2009 — 2009
Marketing, Invitation to Theatre
Red Bank Catholic High School 2003 — 2007
Alexander Evans's HSBC Securities Experience June 2010 - August 2010
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2014 - Present
ArchPoint Partners (acq. by Houlihan Lokey) March 2013 - January 2014
Financial Technology Partners July 2011 - February 2013
HSBC Securities June 2010 - August 2010
Equity Analysis & Strategy December 2009 - May 2010
Elite Investment Group September 2009 - December 2009
Brigos Capital Management May 2009 - August 2009
Apple Retail January 2008 - August 2009
AtlantiCare May 2008 - August 2008
Skills
Valuation, Due Diligence
Education
Boston University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Houlihan Lokey March 2014 - Present
ArchPoint Partners (acq. by Houlihan Lokey) March 2013 - January 2014
Financial Technology Partners July 2011 - February 2013
HSBC Securities June 2010 - August 2010
Equity Analysis & Strategy December 2009 - May 2010
Elite Investment Group September 2009 - December 2009
Brigos Capital Management May 2009 - August 2009
Apple Retail January 2008 - August 2009
AtlantiCare May 2008 - August 2008
Skills
Valuation, Due Diligence
Education
Boston University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Jessica Qing Feng Jessica Qing Feng's HSBC Securities Experience September 2013 - Present
Job Business Analyst at HSBC
Industry Information Technology and Services
Experience
HSBC Securities September 2013 - Present
Misys July 2011 - September 2013
Cavoleph Partners, LLC February 2011 - May 2011
Quantitative Management Associates LLC July 2010 - September 2010
UBS Wealth Management February 2010 - June 2010
Skills
Quantitative Analytics, SQL, VBA, R, Business Analysis, Visual Basic, Portfolio Management, XML, Integration, Testing, Financial Analysis, Oracle SQL Developer, Loan IQ, Data Mapping, Inquiry API, XQuery, Microsoft Access, Talend Open Studio, SPSS, Data Migration, Interfaces, Project Management, Analysis, Financial Modeling
Education
Columbia University GSAS 2009 — 2010
Master's Degree, Statistics, 3.6/4.0
Beijing Institute of Technology 2004 — 2008
Bachelor's Degree, Statistics (Major), Business Administration (Minor), 3.5/4.0
HSBC Securities September 2013 - Present
Misys July 2011 - September 2013
Cavoleph Partners, LLC February 2011 - May 2011
Quantitative Management Associates LLC July 2010 - September 2010
UBS Wealth Management February 2010 - June 2010
Skills
Quantitative Analytics, SQL, VBA, R, Business Analysis, Visual Basic, Portfolio Management, XML, Integration, Testing, Financial Analysis, Oracle SQL Developer, Loan IQ, Data Mapping, Inquiry API, XQuery, Microsoft Access, Talend Open Studio, SPSS, Data Migration, Interfaces, Project Management, Analysis, Financial Modeling
Education
Columbia University GSAS 2009 — 2010
Master's Degree, Statistics, 3.6/4.0
Beijing Institute of Technology 2004 — 2008
Bachelor's Degree, Statistics (Major), Business Administration (Minor), 3.5/4.0
Hao Diep Hao Diep's HSBC Securities Experience October 2014 - Present
Job Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2014 - Present
Lloyds Banking Group January 2013 - October 2014
Lloyds Banking Group June 2012 - December 2012
Baruch College August 2011 - May 2012
Skills
Credit Analysis, Bloomberg, Capital IQ, Microsoft Excel, Credit Risk, Financial Institutions, Financial Analysis, Bloomberg Terminal, VBA, Accounting, Risk Management
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Bronx High School of Science 2005 — 2009
HSBC Securities October 2014 - Present
Lloyds Banking Group January 2013 - October 2014
Lloyds Banking Group June 2012 - December 2012
Baruch College August 2011 - May 2012
Skills
Credit Analysis, Bloomberg, Capital IQ, Microsoft Excel, Credit Risk, Financial Institutions, Financial Analysis, Bloomberg Terminal, VBA, Accounting, Risk Management
Education
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Bronx High School of Science 2005 — 2009
Alex Farr Alex Farr's HSBC Securities Experience June 2007 - August 2007
Job Associate at Vinson & Elkins
Industry Law Practice
Experience
Vinson & Elkins June 2012 - Present
Susan G. Komen for the Cure February 2011 - April 2011
Griffith Nixon Davison, P.C. July 2010 - August 2010
US Securities and Exchange Commission June 2010 - July 2010
Fifth District Court of Appeals of Dallas January 2010 - April 2010
Wallach & Andrews, P.C. May 2009 - August 2009
Skip Barber Racing School May 2008 - August 2008
HSBC Securities June 2007 - August 2007
Town of Weston May 2006 - September 2006
Skills
Tax Law, Legal Research, Legal Writing, Tax, Financial Analysis, International Tax, Corporate Tax, Income Tax, Legal Services, Employee Benefits, Executive Compensation...
Education
New York University School of Law 2011 — 2012
LL.M., Taxation
Southern Methodist University Dedman School of Law 2008 — 2011
J.D.
Boston University 2004 — 2008
B.S.
Boston University - School of Management 2004 — 2008
B.S., Business Administration and Management: Finance, Law
Weston High School 2001 — 2004
Diploma, All
Vinson & Elkins June 2012 - Present
Susan G. Komen for the Cure February 2011 - April 2011
Griffith Nixon Davison, P.C. July 2010 - August 2010
US Securities and Exchange Commission June 2010 - July 2010
Fifth District Court of Appeals of Dallas January 2010 - April 2010
Wallach & Andrews, P.C. May 2009 - August 2009
Skip Barber Racing School May 2008 - August 2008
HSBC Securities June 2007 - August 2007
Town of Weston May 2006 - September 2006
Skills
Tax Law, Legal Research, Legal Writing, Tax, Financial Analysis, International Tax, Corporate Tax, Income Tax, Legal Services, Employee Benefits, Executive Compensation...
Education
New York University School of Law 2011 — 2012
LL.M., Taxation
Southern Methodist University Dedman School of Law 2008 — 2011
J.D.
Boston University 2004 — 2008
B.S.
Boston University - School of Management 2004 — 2008
B.S., Business Administration and Management: Finance, Law
Weston High School 2001 — 2004
Diploma, All
Elizabeth Golumenko Elizabeth Golumenko's HSBC Securities Experience June 1998 - June 2006
Job Banking Professional
Industry Banking
Experience
SOCIETE GENERALE, NJ April 2010 - November 2010
BANK OF NEW YORK MELLON, New York, NY September 2006 - January 2009
HSBC Securities June 1998 - June 2006
PRUDENTIAL SECURITIES New York, NY. October 1989 - April 1997
Skills
FX Options, Banking, Back Office, Equities, Trading, Derivatives, SWIFT payments, Options, Settlement, Foreign Exchange, Treasury, Payments, Mutual Funds, Account Reconciliation, Fixed Income, Currency, Middle Office, Securities, Investment Banking, Financial Services, Private Banking, Mergers & Acquisitions, Financial Markets, SWIFT Payments
Education
Odessa State Economics University 1973 — 1977
SOCIETE GENERALE, NJ April 2010 - November 2010
BANK OF NEW YORK MELLON, New York, NY September 2006 - January 2009
HSBC Securities June 1998 - June 2006
PRUDENTIAL SECURITIES New York, NY. October 1989 - April 1997
Skills
FX Options, Banking, Back Office, Equities, Trading, Derivatives, SWIFT payments, Options, Settlement, Foreign Exchange, Treasury, Payments, Mutual Funds, Account Reconciliation, Fixed Income, Currency, Middle Office, Securities, Investment Banking, Financial Services, Private Banking, Mergers & Acquisitions, Financial Markets, SWIFT Payments
Education
Odessa State Economics University 1973 — 1977
Anna Knyazhitskaya's HSBC Securities Experience May 2010 - June 2014
Job MBA Intern at SalonCentric A Division of L'Oreal USA
Industry Financial Services
Experience
Plot Guru January 2015 - May 2015
HSBC Securities May 2010 - June 2014
Merrill Lynch July 2007 - May 2010
Skills
Project Management, Microsoft Excel, Analytics, Data Analysis, PowerPoint, Microsoft Word, Research, Middle Office, Securities Lending, Business Analysis, Finance, Financial Analysis, Valuation, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University - School of Management 2004 — 2007
Bachelor of Science (BS), Business Administration and Management with a concentration in Finance
Plot Guru January 2015 - May 2015
HSBC Securities May 2010 - June 2014
Merrill Lynch July 2007 - May 2010
Skills
Project Management, Microsoft Excel, Analytics, Data Analysis, PowerPoint, Microsoft Word, Research, Middle Office, Securities Lending, Business Analysis, Finance, Financial Analysis, Valuation, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Entrepreneurship
Boston University - School of Management 2004 — 2007
Bachelor of Science (BS), Business Administration and Management with a concentration in Finance
Chen Chen, PMP Chen Chen, PMP's HSBC Securities Experience April 2007 - June 2010
Job VP, Head of Listed Derivatives Operations at BNP Paribas
Industry Financial Services
Experience
BNP Paribas July 2014 - Present
BNP Paribas August 2013 - July 2014
BNP Paribas December 2011 - August 2013
BNP Paribas June 2010 - December 2011
HSBC Securities April 2007 - June 2010
HSBC Insurance August 2005 - April 2007
Skills
Hedge Funds, Business Analysis, Project Management, Project Delivery, Derivatives, Financial Modeling, Financial Analysis, Change Management, Equities, Investment Banking, Capital Markets, Portfolio Management, Financial Services, Securities, Risk Management, Banking, Fixed Income
Education
Stevens Institute of Technology 2003 — 2005
Master of Science - Management of Information System, Concentrated in Financial Services
Beihang University 1999 — 2003
Bachelor of Science, Finance
BNP Paribas July 2014 - Present
BNP Paribas August 2013 - July 2014
BNP Paribas December 2011 - August 2013
BNP Paribas June 2010 - December 2011
HSBC Securities April 2007 - June 2010
HSBC Insurance August 2005 - April 2007
Skills
Hedge Funds, Business Analysis, Project Management, Project Delivery, Derivatives, Financial Modeling, Financial Analysis, Change Management, Equities, Investment Banking, Capital Markets, Portfolio Management, Financial Services, Securities, Risk Management, Banking, Fixed Income
Education
Stevens Institute of Technology 2003 — 2005
Master of Science - Management of Information System, Concentrated in Financial Services
Beihang University 1999 — 2003
Bachelor of Science, Finance
Svitlana Sholominsky Svitlana Sholominsky's HSBC Securities Experience January 2006 - Present
Job Financial advisor, CFP
Industry Financial Services
Experience
HSBC Securities January 2006 - Present
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investments, Securities, Fixed Income, Equities, Portfolio Management, Investment Advisory, Financial Planning, Series 63, Asset Allocation, Asset Management, Retirement, Banking, Estate Planning, Credit, Wealth, Trading, Finance, Insurance, Loans, Mortgage Lending, FINRA, Fixed Annuities, Wealth Management..., Uniform Combined State..., Options, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
HSBC Securities January 2006 - Present
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investments, Securities, Fixed Income, Equities, Portfolio Management, Investment Advisory, Financial Planning, Series 63, Asset Allocation, Asset Management, Retirement, Banking, Estate Planning, Credit, Wealth, Trading, Finance, Insurance, Loans, Mortgage Lending, FINRA, Fixed Annuities, Wealth Management..., Uniform Combined State..., Options, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Investments
Ashleigh McBeth Sealing Ashleigh McBeth Sealing's HSBC Securities Experience December 2009 - June 2012
Job Human Resources Business Partner at PENSCO
Industry Human Resources
Experience
PENSCO July 2014 - Present
DaVita October 2012 - July 2014
Colorado State University June 2012 - October 2012
HSBC Securities December 2009 - June 2012
Lazard June 2009 - December 2009
Solomon Page Group LLC October 2007 - March 2009
Esprit October 2006 - September 2007
Gap Inc. May 2005 - October 2006
Skills
Employee Relations, Human Resources, Recruiting, Deferred Compensation, Event Management, Performance Management, Volunteer Management, HR Policies
Education
Colorado State University 2003 — 2005
B.A., Political Science and History
Augustana University (SD) 2001 — 2003
Political Science and International Relations
Wahpeton High School
PENSCO July 2014 - Present
DaVita October 2012 - July 2014
Colorado State University June 2012 - October 2012
HSBC Securities December 2009 - June 2012
Lazard June 2009 - December 2009
Solomon Page Group LLC October 2007 - March 2009
Esprit October 2006 - September 2007
Gap Inc. May 2005 - October 2006
Skills
Employee Relations, Human Resources, Recruiting, Deferred Compensation, Event Management, Performance Management, Volunteer Management, HR Policies
Education
Colorado State University 2003 — 2005
B.A., Political Science and History
Augustana University (SD) 2001 — 2003
Political Science and International Relations
Wahpeton High School
Daniel Stevens Daniel Stevens's HSBC Securities Experience February 2010 - November 2013
Job Enterprise Account Executive at Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle October 2014 - Present
Datarank, Inc. November 2013 - October 2014
HSBC Securities February 2010 - November 2013
KPMG July 2007 - February 2010
Gradient Analytics January 2007 - May 2007
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelor of Science, Economics
Oracle October 2014 - Present
Datarank, Inc. November 2013 - October 2014
HSBC Securities February 2010 - November 2013
KPMG July 2007 - February 2010
Gradient Analytics January 2007 - May 2007
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelor of Science, Economics
Eli Zybert Eli Zybert's HSBC Securities Experience July 2000 - August 2000
Job CEO at Italian Jewelry of America Inc.
Industry Luxury Goods & Jewelry
Experience
Italian Jewelry of America Inc. July 2007 - Present
ZYDO April 2002 - July 2007
HSBC Securities July 2000 - August 2000
Skills
Operations Management, Sales Management, Strategic Planning, Business Strategy, Marketing, Marketing Strategy, Content Development, Content Writing, B2B, B2B Marketing, Social Media, Blogging, Email Marketing, Retail Marketing, Retail, Public Speaking, Project Management, Senior Administration, Jewelry, Diamonds, Management, Sales, Trade Shows, Market Planning, Luxury Goods, Gems, Wholesale, Strategy, Public Relations, Brand Development, E-commerce
Education
Gemological Institute of America 2001 — 2002
Graduate Gemologist, Graduate Diamond and Colored Stones Diploma
Boston University - School of Management 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Italian Jewelry of America Inc. July 2007 - Present
ZYDO April 2002 - July 2007
HSBC Securities July 2000 - August 2000
Skills
Operations Management, Sales Management, Strategic Planning, Business Strategy, Marketing, Marketing Strategy, Content Development, Content Writing, B2B, B2B Marketing, Social Media, Blogging, Email Marketing, Retail Marketing, Retail, Public Speaking, Project Management, Senior Administration, Jewelry, Diamonds, Management, Sales, Trade Shows, Market Planning, Luxury Goods, Gems, Wholesale, Strategy, Public Relations, Brand Development, E-commerce
Education
Gemological Institute of America 2001 — 2002
Graduate Gemologist, Graduate Diamond and Colored Stones Diploma
Boston University - School of Management 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Salvatore Fasciano Salvatore Fasciano's HSBC Securities Experience March 2009 - October 2011
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Jim Reidy's HSBC Securities Experience November 2005 - June 2007
Job Institutional Sales Trader
Industry Capital Markets
Experience
Self-employed Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global June 2011 - November 2011
JPMorgan Chase June 2007 - June 2011
HSBC Securities November 2005 - June 2007
Charles Schwab February 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance
Harvard University 1986 — 1990
Bachelor's degree, Government
Phillips Academy 1985 — 1986
Post Graduate
Self-employed Senior Vice- President, Sales TradingICAPFebruary 2013 - November 2013
MF Global June 2011 - November 2011
JPMorgan Chase June 2007 - June 2011
HSBC Securities November 2005 - June 2007
Charles Schwab February 2003 - July 2005
Merrill Lynch January 2001 - January 2003
Skills
Electronic Trading, Financial Markets, Trading, Equities, Capital Markets, Derivatives, Equity Trading, Investment Banking, Portfolio Management, Hedge Funds, Bloomberg, Series 63, Series 7, Fixed Income, Equity Derivatives, Asset Management, Securities, Alternative Investments
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Marketing & Finance
Harvard University 1986 — 1990
Bachelor's degree, Government
Phillips Academy 1985 — 1986
Post Graduate
Argentina Frias Argentina Frias's HSBC Securities Experience May 2010 - Present
Job Corporate actions Analyst
Industry Financial Services
Experience
HSBC Securities May 2010 - Present
BNY Mellon October 2007 - April 2010
Skills
Accounting, Banking, Bloomberg, Client Services, Corporate Actions, Financial Risk, Financial Services, Prime Brokerage, Portfolio Management, Research
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
HSBC Securities May 2010 - Present
BNY Mellon October 2007 - April 2010
Skills
Accounting, Banking, Bloomberg, Client Services, Corporate Actions, Financial Risk, Financial Services, Prime Brokerage, Portfolio Management, Research
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sreekanth Kommana Sreekanth Kommana's HSBC Securities Experience 2010 - 2012
Job Director, Head of Regulatory Change Technology at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
HSBC Securities 2010 - 2012
HSBC Securities 2009 - 2011
HSBC 2006 - 2011
HSBC Technology & Services - Global Technology (GLT) 2006 - 2008
HSBC Securities 2000 - 2006
The Chase Manhattan Bank 1998 - 2000
Satyam Computer services Limited 1997 - 1998
BFL Software 1995 - 1997
Skills
Fixed Income, Capital Markets, Investment Banking, Trading Systems, Equities, Derivatives, Financial Markets, SOA, Equity Derivatives, Back Office, Risk Management, Electronic Trading, Credit Derivatives, Interest Rate..., Vendor Management, Java Enterprise Edition, FX Options, Exchange Traded..., Futures Trading, Clearing, Emerging Markets, Program Management, Portfolio Management, C++, Java, Credit, FX, Trading, J2EE, Credit Risk, Middle Office, Options, Bonds, Swaps, Process Improvement, Equity Trading, Structured Products, Securities, Financial Services, Leadership, Exchange Connectivity, Offshoring, Enterprise Architecture, IT Strategy, Rates, Integration, Relationship Management, Financial Futures, CME, Prime Brokerage
Education
Alagappa University
Masters, Computer Science
Nagarjuna University
Bachelors, Computer Science
Wells Fargo 2013 - Present
Wells Fargo 2012 - 2013
HSBC Securities 2010 - 2012
HSBC Securities 2009 - 2011
HSBC 2006 - 2011
HSBC Technology & Services - Global Technology (GLT) 2006 - 2008
HSBC Securities 2000 - 2006
The Chase Manhattan Bank 1998 - 2000
Satyam Computer services Limited 1997 - 1998
BFL Software 1995 - 1997
Skills
Fixed Income, Capital Markets, Investment Banking, Trading Systems, Equities, Derivatives, Financial Markets, SOA, Equity Derivatives, Back Office, Risk Management, Electronic Trading, Credit Derivatives, Interest Rate..., Vendor Management, Java Enterprise Edition, FX Options, Exchange Traded..., Futures Trading, Clearing, Emerging Markets, Program Management, Portfolio Management, C++, Java, Credit, FX, Trading, J2EE, Credit Risk, Middle Office, Options, Bonds, Swaps, Process Improvement, Equity Trading, Structured Products, Securities, Financial Services, Leadership, Exchange Connectivity, Offshoring, Enterprise Architecture, IT Strategy, Rates, Integration, Relationship Management, Financial Futures, CME, Prime Brokerage
Education
Alagappa University
Masters, Computer Science
Nagarjuna University
Bachelors, Computer Science
Marwa Tantawy Marwa Tantawy's HSBC Securities Experience 2006 - 2006
Job Senior Coordinator
Industry International Trade and Development
Experience
Misr Elkheir Foundation-USA October 2013 - Present
Yorktown Research, LLC November 2012 - September 2013
ITIDA March 2010 - October 2011
Cherub NY January 2008 - March 2010
HSBC Securities 2006 - 2006
Feld Entertainment September 2005 - December 2005
IBM July 2005 - August 2005
IBM July 2003 - August 2003
Skills
Market Research, Negotiation, Equities, Customer Oriented, Business Planning, Valuation, Business Development, Analysis, Management, Business Analysis, Process Improvement, Team Management, Outsourcing, Leadership, Telecommunications, Management Consulting, Proposal Writing, Strategy, Training, Business Strategy
Education
The University of Manchester 2011 — 2012
MSc, ICTs for Development
Bentley University 2003 — 2007
B.Sc., Economics-Finance
Misr Elkheir Foundation-USA October 2013 - Present
Yorktown Research, LLC November 2012 - September 2013
ITIDA March 2010 - October 2011
Cherub NY January 2008 - March 2010
HSBC Securities 2006 - 2006
Feld Entertainment September 2005 - December 2005
IBM July 2005 - August 2005
IBM July 2003 - August 2003
Skills
Market Research, Negotiation, Equities, Customer Oriented, Business Planning, Valuation, Business Development, Analysis, Management, Business Analysis, Process Improvement, Team Management, Outsourcing, Leadership, Telecommunications, Management Consulting, Proposal Writing, Strategy, Training, Business Strategy
Education
The University of Manchester 2011 — 2012
MSc, ICTs for Development
Bentley University 2003 — 2007
B.Sc., Economics-Finance
Deven Bhatt Deven Bhatt's HSBC Securities Experience May 2007 - December 2007
Job CFO at ShermansTravel
Industry Online Media
Experience
ShermansTravel June 2014 - Present
ShermansTravel June 2012 - May 2014
Tasting Table September 2011 - May 2012
Amazon February 2010 - September 2011
Blue Beacon Capital May 2008 - October 2009
HSBC Securities May 2007 - December 2007
HSBC Securities May 2006 - September 2006
ValueMomentum October 2002 - July 2004
Geoworks January 2001 - October 2001
Nirma Limited January 1999 - February 2000
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Business Strategy, Private Equity, Financial Analysis, Corporate Finance, Strategic Planning, Finance, Business Development, Portfolio Management, Equities, Capital Markets, Investments, Accounting, QuickBooks, Operating Budgets, Forecasting, Month End Close, Accruals, Bank Reconciliation, Covenant Compliance, Operational Risk..., Mergers & Acquisitions, Strategy, Analysis, Managerial Finance, Financial Reporting, Analytics, Variance Analysis, Entrepreneurship, Due Diligence, Management, Budgets, CRM, Leadership, Vendor Management, Auditing, Venture Capital, Banking
Education
Massachusetts Institute of Technology 2005 — 2007
MBA, Finance, 5.0 GPA in all finance courses combined; Overall GPA of 4.7.
The Maharaja Sayajirao University of Baroda 1995 — 1997
MBA, Marketing
Indira Gandhi Institute of Development Research 1995 — 1996
Development Economics and International Development
L.D College of Engineering - Ahmedabad 1990 — 1994
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, Distinction, Top 5%
ShermansTravel June 2014 - Present
ShermansTravel June 2012 - May 2014
Tasting Table September 2011 - May 2012
Amazon February 2010 - September 2011
Blue Beacon Capital May 2008 - October 2009
HSBC Securities May 2007 - December 2007
HSBC Securities May 2006 - September 2006
ValueMomentum October 2002 - July 2004
Geoworks January 2001 - October 2001
Nirma Limited January 1999 - February 2000
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Business Strategy, Private Equity, Financial Analysis, Corporate Finance, Strategic Planning, Finance, Business Development, Portfolio Management, Equities, Capital Markets, Investments, Accounting, QuickBooks, Operating Budgets, Forecasting, Month End Close, Accruals, Bank Reconciliation, Covenant Compliance, Operational Risk..., Mergers & Acquisitions, Strategy, Analysis, Managerial Finance, Financial Reporting, Analytics, Variance Analysis, Entrepreneurship, Due Diligence, Management, Budgets, CRM, Leadership, Vendor Management, Auditing, Venture Capital, Banking
Education
Massachusetts Institute of Technology 2005 — 2007
MBA, Finance, 5.0 GPA in all finance courses combined; Overall GPA of 4.7.
The Maharaja Sayajirao University of Baroda 1995 — 1997
MBA, Marketing
Indira Gandhi Institute of Development Research 1995 — 1996
Development Economics and International Development
L.D College of Engineering - Ahmedabad 1990 — 1994
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, Distinction, Top 5%
Kai K Cai's HSBC Securities Experience 2013 - Present
Job VP Financial Advisor at HSBC Securities Premier Relationship Advisor
Industry Financial Services
Experience
HSBC Securities 2013 - Present
Merrill Lynch 2010 - 2013
Skills
Finance, Financial Analysis, Entrepreneurship, Financial Modeling, Microsoft Office, Wealth Management, Equities, Investments, Microsoft Excel, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Finance Investment, Math.
Long Island University 2004 — 2005
Pharmacy
HSBC Securities 2013 - Present
Merrill Lynch 2010 - 2013
Skills
Finance, Financial Analysis, Entrepreneurship, Financial Modeling, Microsoft Office, Wealth Management, Equities, Investments, Microsoft Excel, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Finance Investment, Math.
Long Island University 2004 — 2005
Pharmacy
Anthony Busanic, J.D., LL.M., CAMS's HSBC Securities Experience January 2013 - June 2013
Job VP, Financial Crime Compliance Assurance Manager
Industry Banking
Experience
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Standard Chartered Bank August 2015 - Present
HSBC November 2014 - August 2015
HSBC June 2013 - August 2014
HSBC Securities January 2013 - June 2013
HSBC Securities August 2011 - January 2013
PricewaterhouseCoopers November 2008 - August 2011
Fidelity Investments June 2006 - November 2008
Morrison Mahoney, LLP November 2005 - April 2006
Law Practice May 2003 - November 2005
Skills
Compliance, AML, Securities, Litigation, Risk, Internet Research, Legal Research, Research, Investigations, Due Diligence, Operational Due..., KYC, Money Laundering, Fraud, Fraud Investigations, Banking Law, Analysis, OFAC, Policy, Private Investigations, Financial Risk, Online Research, Financial Services, Banking, Sanction, Internal Audit
Education
Boston University School of Law 2002 — 2003
LL.M., Banking and Financial Law
New England Law Boston 1999 — 2002
JD, Law
Rutgers University-New Brunswick 1994 — 1998
BS, Criminal Justice
Bergen Catholic High School 1990 — 1994
High School degree, College Prep
Devan Scott's HSBC Securities Experience 2000 - 2003
Job
Industry Consumer Services
Experience
Devan Scott January 2012 - Present
Intel December 2005 - April 2010
Intel December 2005 - May 2007
Ingersoll-Rand October 2004 - September 2005
CHEP 2003 - 2004
HSBC Securities 2000 - 2003
Honeywell (formerly AlliedSignal) 1999 - 2000
Honeywell (formerly AlliedSignal) 1997 - 1999
Honeywell (formerly AlliedSignal) 1995 - 1997
Kurzweil Applied Intelligence 1993 - 1994
Skills
Labor Relations, Talent Management, Employee Relations, Employee Engagement, Performance Management, Human Resources, Leadership Development, HR Consulting, Organizational..., Training, Leadership, Coaching, Conflict Resolution, Employee Training, Career Development, Performance Improvement, Business Process..., Mediation, Personnel Management
Education
Cornell University 1995 — 1996
MS Industrial & Labor Relations, Human Resources & Labor Relations
Boston College Law School 1987 — 1991
J.D., Law
Macalester College 1981 — 1985
Bachelor's Degree, History & the History of Labor (US & Russia)
Devan Scott January 2012 - Present
Intel December 2005 - April 2010
Intel December 2005 - May 2007
Ingersoll-Rand October 2004 - September 2005
CHEP 2003 - 2004
HSBC Securities 2000 - 2003
Honeywell (formerly AlliedSignal) 1999 - 2000
Honeywell (formerly AlliedSignal) 1997 - 1999
Honeywell (formerly AlliedSignal) 1995 - 1997
Kurzweil Applied Intelligence 1993 - 1994
Skills
Labor Relations, Talent Management, Employee Relations, Employee Engagement, Performance Management, Human Resources, Leadership Development, HR Consulting, Organizational..., Training, Leadership, Coaching, Conflict Resolution, Employee Training, Career Development, Performance Improvement, Business Process..., Mediation, Personnel Management
Education
Cornell University 1995 — 1996
MS Industrial & Labor Relations, Human Resources & Labor Relations
Boston College Law School 1987 — 1991
J.D., Law
Macalester College 1981 — 1985
Bachelor's Degree, History & the History of Labor (US & Russia)
Nicholas Tatlow's HSBC Securities Experience June 2003 - May 2007
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley May 2007 - Present
HSBC Securities June 2003 - May 2007
Education
Manchester Business School 1998 — 2002
2:1, BSc - International Management With American Business Studies
McMaster University 2000 — 2001
Finance
Radley College 1993 — 1998
Economics, French, English
Morgan Stanley May 2007 - Present
HSBC Securities June 2003 - May 2007
Education
Manchester Business School 1998 — 2002
2:1, BSc - International Management With American Business Studies
McMaster University 2000 — 2001
Finance
Radley College 1993 — 1998
Economics, French, English
Goutam Ghosh's HSBC Securities Experience 2009 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
Joshua Nathanson's HSBC Securities Experience March 2004 - November 2004
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York April 2013 - Present
Bank of America September 2009 - March 2012
Weston Capital July 2007 - December 2008
ABN AMRO November 2004 - July 2007
HSBC Securities March 2004 - November 2004
Barclays Capital December 1998 - March 2004
Merrill Lynch August 1993 - July 1996
Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering
Boston University - School of Management
Bachelor of Science (BS), Business Administration
Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude
Ramaz
Federal Reserve Bank of New York April 2013 - Present
Bank of America September 2009 - March 2012
Weston Capital July 2007 - December 2008
ABN AMRO November 2004 - July 2007
HSBC Securities March 2004 - November 2004
Barclays Capital December 1998 - March 2004
Merrill Lynch August 1993 - July 1996
Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering
Boston University - School of Management
Bachelor of Science (BS), Business Administration
Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude
Ramaz
Matt Yardeni's HSBC Securities Experience June 2004 - October 2005
Job Recruiting Director at Newsela
Industry Information Technology and Services
Experience
Newsela October 2015 - Present
Amplify Education, Inc. August 2012 - September 2015
mcgarrybowen March 2012 - August 2012
HNW December 2011 - February 2012
Bank of America / Merrill Lynch September 2009 - November 2011
The Working Dog March 2009 - September 2009
Razorfish June 2008 - March 2009
Bear Stearns July 2006 - June 2008
Intrasphere Technologies October 2005 - July 2006
HSBC Securities June 2004 - October 2005
Skills
Banking, Recruiting, Technical Recruiting, Mobile Technology, Digital Media, Taleo, Applicant Tracking..., Digital Marketing, Talent Acquisition, Digital Strategy, Android, Start-ups, Executive Search, Human Resources, CRM, Onboarding, Strategy, Financial Services, SDLC, Management, Internet Recruiting, Temporary Placement, Consulting, Sourcing
Education
American University - Kogod School of Business 1990 — 1994
B.S., Finance and International Business
Dobbs Ferry High School 1987 — 1990
Diploma
Newsela October 2015 - Present
Amplify Education, Inc. August 2012 - September 2015
mcgarrybowen March 2012 - August 2012
HNW December 2011 - February 2012
Bank of America / Merrill Lynch September 2009 - November 2011
The Working Dog March 2009 - September 2009
Razorfish June 2008 - March 2009
Bear Stearns July 2006 - June 2008
Intrasphere Technologies October 2005 - July 2006
HSBC Securities June 2004 - October 2005
Skills
Banking, Recruiting, Technical Recruiting, Mobile Technology, Digital Media, Taleo, Applicant Tracking..., Digital Marketing, Talent Acquisition, Digital Strategy, Android, Start-ups, Executive Search, Human Resources, CRM, Onboarding, Strategy, Financial Services, SDLC, Management, Internet Recruiting, Temporary Placement, Consulting, Sourcing
Education
American University - Kogod School of Business 1990 — 1994
B.S., Finance and International Business
Dobbs Ferry High School 1987 — 1990
Diploma
JoJo Termulo's HSBC Securities Experience July 1996 - June 2007
Job Director of Development at Broadridge Financial Services
Industry Financial Services
Experience
Broadridge Financial Services January 2009 - Present
Barclays Capital July 2007 - October 2008
HSBC Securities July 1996 - June 2007
Sanwa Securities 1994 - 1996
Skills
Fixed Income, FX Options, Credit Risk, Market Risk, ABS, MBS, Finance, Loans, Leadership, Equities, Capital Markets, Securities, Business Analysis, SDLC, Derivatives
Education
Ateneo de Manila University 1984 — 1988
Bachelor of Arts (BA), Economics
Ateneo de Manila University 1979 — 1988
Broadridge Financial Services January 2009 - Present
Barclays Capital July 2007 - October 2008
HSBC Securities July 1996 - June 2007
Sanwa Securities 1994 - 1996
Skills
Fixed Income, FX Options, Credit Risk, Market Risk, ABS, MBS, Finance, Loans, Leadership, Equities, Capital Markets, Securities, Business Analysis, SDLC, Derivatives
Education
Ateneo de Manila University 1984 — 1988
Bachelor of Arts (BA), Economics
Ateneo de Manila University 1979 — 1988
Trevor McGill's HSBC Securities Experience 2003 - 2008
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
Raymond James Financial Inc. 2008 - Present
HSBC Securities 2003 - 2008
Anglo Irish Bank 2001 - 2003
Morgan Stanley 1998 - 2001
Education
Boston College 1992 — 1996
BA
Belmont Hill 1987 — 1992
University of Cambridge
gitimaya padhi's HSBC Securities Experience 2009 - Present
Job HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
JPMorgan Chase 2008 - 2009
bear stearns, Pershing, merrill lynch, ibm, citicorp, infotech financials, daksh 2002 - 2008
Skills
Trading Systems, Requirements Analysis, Electronic Trading, Project Management, Low Latency, Market Data, Derivatives, Vendor Management, Investment Banking, Equities, Capital Markets, PL/SQL, Software Project..., Business Intelligence, ITIL Certified, Fixed Income, Business Analysis, Exchange Connectivity, Middle Office, Back Office, Requirements Gathering, Equity Derivatives, Options, Bloomberg, Market Risk, Risk Management, Offshoring, Financial Services, Sybase, SDLC, Equity Trading, Financial Markets, FX Options, Order Management, Financial Risk, Outsourcing, Trading, Analysis, IT Strategy, Oracle, ITIL, Business Continuity
Education
Berhampur University 1999 — 2002
Masters, Computer Science
Khallikote college 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting, statistics, business law
HSBC Securities 2009 - Present
JPMorgan Chase 2008 - 2009
bear stearns, Pershing, merrill lynch, ibm, citicorp, infotech financials, daksh 2002 - 2008
Skills
Trading Systems, Requirements Analysis, Electronic Trading, Project Management, Low Latency, Market Data, Derivatives, Vendor Management, Investment Banking, Equities, Capital Markets, PL/SQL, Software Project..., Business Intelligence, ITIL Certified, Fixed Income, Business Analysis, Exchange Connectivity, Middle Office, Back Office, Requirements Gathering, Equity Derivatives, Options, Bloomberg, Market Risk, Risk Management, Offshoring, Financial Services, Sybase, SDLC, Equity Trading, Financial Markets, FX Options, Order Management, Financial Risk, Outsourcing, Trading, Analysis, IT Strategy, Oracle, ITIL, Business Continuity
Education
Berhampur University 1999 — 2002
Masters, Computer Science
Khallikote college 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting, statistics, business law
Vadim Zubkou's HSBC Securities Experience 2000 - 2003
Job Business Planning Manager at AMD
Industry Computer Hardware
Experience
AMD May 2012 - Present
AMD September 2007 - April 2012
AMD October 2003 - September 2007
HSBC Securities 2000 - 2003
Skills
Business Analysis, Financial Modeling, Excel, Financial Analysis, Valuation, Forecasting, Corporate Finance, Financial Reporting, Financial Planning, Portfolio Management, MS Project, Cash Management, Equity Research, Bloomberg, SAP, Analysis, VBA, Risk Management, Process Improvement, Strategic Planning, Business Planning, P&L, Capital Markets, Access, Financial Management, Fixed Income, Business Strategy, Derivatives, Process Engineering, Securities, Equities, Economics, Microsoft Excel, Cross-functional Team..., Semiconductors, Strategic Financial..., Competitive Analysis, Pricing, Semiconductor Industry
Education
Canadian Secutities Institut 2000 — 2003
2003, Securities
Belaruski Dzjaržauny Ekanamièny Universitet 1994 — 1994
1994, Economics
Belarusian State University 1982 — 1989
MSc, radiophysics and electronics
AMD May 2012 - Present
AMD September 2007 - April 2012
AMD October 2003 - September 2007
HSBC Securities 2000 - 2003
Skills
Business Analysis, Financial Modeling, Excel, Financial Analysis, Valuation, Forecasting, Corporate Finance, Financial Reporting, Financial Planning, Portfolio Management, MS Project, Cash Management, Equity Research, Bloomberg, SAP, Analysis, VBA, Risk Management, Process Improvement, Strategic Planning, Business Planning, P&L, Capital Markets, Access, Financial Management, Fixed Income, Business Strategy, Derivatives, Process Engineering, Securities, Equities, Economics, Microsoft Excel, Cross-functional Team..., Semiconductors, Strategic Financial..., Competitive Analysis, Pricing, Semiconductor Industry
Education
Canadian Secutities Institut 2000 — 2003
2003, Securities
Belaruski Dzjaržauny Ekanamièny Universitet 1994 — 1994
1994, Economics
Belarusian State University 1982 — 1989
MSc, radiophysics and electronics
Mark Hutchinson's HSBC Securities Experience 2005 - Present
Job Managing Director and Deputy General Counsel at HSBC Securities (USA) Inc.
Industry Banking
Experience
HSBC Securities 2005 - Present
Skadden, Arps, Slate, Meagher & Flom LLP 1997 - 2005
Skills
Corporate Law, Securities Regulation, Due Diligence, Capital Markets, Mergers & Acquisitions, Valuation, Securities, Corporate Governance, Venture Capital, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Equities, Joint Ventures, Investments, Financial Modeling, Restructuring, Commercial Litigation, Legal Research, Finance, Structured Finance
Education
Harvard Law School
JD
Massachusetts Institute of Technology
MS, Political Science
Boston College 1988 — 1992
BA, Political Science
HSBC Securities 2005 - Present
Skadden, Arps, Slate, Meagher & Flom LLP 1997 - 2005
Skills
Corporate Law, Securities Regulation, Due Diligence, Capital Markets, Mergers & Acquisitions, Valuation, Securities, Corporate Governance, Venture Capital, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Equities, Joint Ventures, Investments, Financial Modeling, Restructuring, Commercial Litigation, Legal Research, Finance, Structured Finance
Education
Harvard Law School
JD
Massachusetts Institute of Technology
MS, Political Science
Boston College 1988 — 1992
BA, Political Science
Priya Timal's HSBC Securities Experience April 2008 - Present
Job Senior Fund Accountant at HSBC
Industry Financial Services
Experience
HSBC Securities April 2008 - Present
HSBC Securities April 2006 - April 2008
HSBC Securities September 2004 - April 2006
Morgan Stanley November 2000 - September 2004
Skills
Fund Administration, Hedge Funds, Fund Accounting, Advent Geneva, Account Reconciliation, Microsoft Office, Corporate Actions, Bloomberg Terminal, Alternative Investments, Advent Partners, Valuations, Kroger NTAS, Prime Brokerage, NAV, Customer Service, Lotus Notes, Retirement Services, Bloomberg, Securities, Retirement, Mutual Funds, Middle Office, Valuation
Education
City University of New York-Baruch College 1998 — 2000
BBA, Major: Finance; Minor: Human Resources Management
City University of New York-Queens College 1995 — 1998
HSBC Securities April 2008 - Present
HSBC Securities April 2006 - April 2008
HSBC Securities September 2004 - April 2006
Morgan Stanley November 2000 - September 2004
Skills
Fund Administration, Hedge Funds, Fund Accounting, Advent Geneva, Account Reconciliation, Microsoft Office, Corporate Actions, Bloomberg Terminal, Alternative Investments, Advent Partners, Valuations, Kroger NTAS, Prime Brokerage, NAV, Customer Service, Lotus Notes, Retirement Services, Bloomberg, Securities, Retirement, Mutual Funds, Middle Office, Valuation
Education
City University of New York-Baruch College 1998 — 2000
BBA, Major: Finance; Minor: Human Resources Management
City University of New York-Queens College 1995 — 1998
Matthew Siglag, PMP's HSBC Securities Experience December 2012 - Present
Job Senior Project Manager, HSBC Securities Services IT at HSBC Securities
Industry Financial Services
Experience
HSBC Securities December 2012 - Present
HSBC July 2011 - December 2012
HSBC Securities, Inc. August 2005 - July 2011
Bowne July 2002 - August 2005
Arthur Andersen May 2000 - March 2002
Thomson Financial 1998 - 2000
Lewtan 1994 - 1996
Skills
Back Office, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, PMO, Portfolio Management, Project Management, SDLC, Securities
Education
Boston University Questrom School of Business 1992 — 1994
MBA
University at Albany, SUNY 1986 — 1990
BS, Finance/Marketing
HSBC Securities December 2012 - Present
HSBC July 2011 - December 2012
HSBC Securities, Inc. August 2005 - July 2011
Bowne July 2002 - August 2005
Arthur Andersen May 2000 - March 2002
Thomson Financial 1998 - 2000
Lewtan 1994 - 1996
Skills
Back Office, Asset Management, Banking, Business Analysis, Business Process..., Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Investment Banking, Management, PMO, Portfolio Management, Project Management, SDLC, Securities
Education
Boston University Questrom School of Business 1992 — 1994
MBA
University at Albany, SUNY 1986 — 1990
BS, Finance/Marketing
Fabio Weizenmann's HSBC Securities Experience March 2014 - Present
Job Vice President Wholesale Credit Approval at HSBC Securities
Industry Banking
Experience
HSBC Securities March 2014 - Present
HSBC May 2010 - March 2014
AstraZeneca July 2009 - May 2010
AstraZeneca July 2008 - July 2009
Banco Real January 2006 - July 2008
Adis International January 2005 - January 2006
Banco Itaú June 2003 - December 2004
Deloitte 2002 - 2002
Skills
Financial Risk, Credit Risk, Risk Management, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Credit, Internal Controls, Derivatives, Loans, Finance, Structured Finance, Internal Audit, Cash Flow, Basel II
Education
New York University 2015 — 2016
Certificate in Advanced Investment Banking, Investment Banking - Finance
Insper 2008 — 2009
Master of Business Administration (MBA), Finance, General
Fundação Dom Cabral 2006 — 2007
Capital Markets and Finance
Universidade de São Paulo 2001 — 2004
Bachelor, Accounting
HSBC Securities March 2014 - Present
HSBC May 2010 - March 2014
AstraZeneca July 2009 - May 2010
AstraZeneca July 2008 - July 2009
Banco Real January 2006 - July 2008
Adis International January 2005 - January 2006
Banco Itaú June 2003 - December 2004
Deloitte 2002 - 2002
Skills
Financial Risk, Credit Risk, Risk Management, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Credit, Internal Controls, Derivatives, Loans, Finance, Structured Finance, Internal Audit, Cash Flow, Basel II
Education
New York University 2015 — 2016
Certificate in Advanced Investment Banking, Investment Banking - Finance
Insper 2008 — 2009
Master of Business Administration (MBA), Finance, General
Fundação Dom Cabral 2006 — 2007
Capital Markets and Finance
Universidade de São Paulo 2001 — 2004
Bachelor, Accounting
O'fari Ephraim's HSBC Securities Experience Senior Fund AccountantHSBC SecuritiesNovember 2005 - Present
Job at
Industry Accounting
Tim Bourassa's HSBC Securities Experience October 2011 - July 2014
Job MBA Candidate at The Wharton School
Industry Real Estate
Experience
GoldOller Real Estate Investments June 2015 - August 2015
HSBC Securities October 2011 - July 2014
HSBC Securities July 2008 - September 2011
Skills
Capital Markets, Credit, Due Diligence, Corporate Finance, Finance, Bloomberg, Equities, Valuation, Financial Modeling, Private Equity, Research, Investment Banking, Mergers & Acquisitions, Investments, Fixed Income, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Bowdoin College 2004 — 2008
GoldOller Real Estate Investments June 2015 - August 2015
HSBC Securities October 2011 - July 2014
HSBC Securities July 2008 - September 2011
Skills
Capital Markets, Credit, Due Diligence, Corporate Finance, Finance, Bloomberg, Equities, Valuation, Financial Modeling, Private Equity, Research, Investment Banking, Mergers & Acquisitions, Investments, Fixed Income, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Bowdoin College 2004 — 2008
Ni Ni Mar's HSBC Securities Experience May 2013 - September 2014
Job Vice President/Branch Manager at East West Bank
Industry Banking
Experience
East West Bank September 2015 - Present
HSBC Retail Banking and Wealth Management September 2014 - September 2015
HSBC Securities May 2013 - September 2014
HSBC June 2011 - May 2013
CITIBANK July 2002 - June 2011
Skills
Foreign Languages, Myanmar, Burmese, Credit, Loans, Banking, Portfolio Management, Investments, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Commercial Banking, Cross Selling, Mortgage Lending, Financial Analysis, Cash Management, Risk Management
Education
Loyola Marymount University 1998 — 2001
Business Administration and Management, General
El Camino College 1994 — 1997
Associate’s Degree, Economics
El Camino College 1994 — 1997
Associate’s Degree, English Language and Literature, General
University of Computer Studies, Yangon 1988 — 1991
Bachelor’s Degree, Mathematics
East West Bank September 2015 - Present
HSBC Retail Banking and Wealth Management September 2014 - September 2015
HSBC Securities May 2013 - September 2014
HSBC June 2011 - May 2013
CITIBANK July 2002 - June 2011
Skills
Foreign Languages, Myanmar, Burmese, Credit, Loans, Banking, Portfolio Management, Investments, Credit Analysis, Retail Banking, Financial Services, Relationship Management, Commercial Banking, Cross Selling, Mortgage Lending, Financial Analysis, Cash Management, Risk Management
Education
Loyola Marymount University 1998 — 2001
Business Administration and Management, General
El Camino College 1994 — 1997
Associate’s Degree, Economics
El Camino College 1994 — 1997
Associate’s Degree, English Language and Literature, General
University of Computer Studies, Yangon 1988 — 1991
Bachelor’s Degree, Mathematics
Alex Frankiv's HSBC Securities Experience July 2006 - Present
Job VP at HSBC
Industry Information Technology and Services
Experience
HSBC Securities July 2006 - Present
Morgan Stanley July 2005 - July 2006
Imagine Software May 1996 - June 2005
Skills
Trading Systems, Equities, Equity Derivatives, Derivatives, Fixed Income, Electronic Trading, Risk Management, FX Options
Education
Ivano-Frankivsk National Technical University of Oil and Gas 1990 — 1993
Novgorod State University named after Yaroslav-the-Wise (NovSU) 1986 — 1990
HSBC Securities July 2006 - Present
Morgan Stanley July 2005 - July 2006
Imagine Software May 1996 - June 2005
Skills
Trading Systems, Equities, Equity Derivatives, Derivatives, Fixed Income, Electronic Trading, Risk Management, FX Options
Education
Ivano-Frankivsk National Technical University of Oil and Gas 1990 — 1993
Novgorod State University named after Yaroslav-the-Wise (NovSU) 1986 — 1990
Steven Hocevar's HSBC Securities Experience 2006 - Present
Job Managing Director at HSBC Securities
Industry Banking
Experience
HSBC Securities 2006 - Present
Nomura Securities 2005 - 2006
JPMorgan Securities 2001 - 2005
Chase Securities Inc. 1986 - 2001
Skills
Fixed Income, Financial Reporting, Derivatives, Financial Analysis, Securities, Hedge Funds, Investment Banking, Bloomberg, Equities, Capital Markets, Financial Services, Portfolio Management, Asset Management, Banking, Risk Management
Education
Saint John's University 1986 — 1988
MBA, Accounting
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
HSBC Securities 2006 - Present
Nomura Securities 2005 - 2006
JPMorgan Securities 2001 - 2005
Chase Securities Inc. 1986 - 2001
Skills
Fixed Income, Financial Reporting, Derivatives, Financial Analysis, Securities, Hedge Funds, Investment Banking, Bloomberg, Equities, Capital Markets, Financial Services, Portfolio Management, Asset Management, Banking, Risk Management
Education
Saint John's University 1986 — 1988
MBA, Accounting
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
Brian Katz's HSBC Securities Experience June 2012 - August 2012
Job Junior Trader at Noble Americas
Industry Investment Banking
Experience
Noble Group June 2013 - Present
HSBC Securities June 2012 - August 2012
Hudson Metals Corp. March 2012 - May 2012
Global Gaming and Hospitality Services June 2011 - January 2012
UBS Wealth Management February 2011 - July 2011
Valufinder Group June 2010 - August 2010
Frontier Financial Advisors January 2010 - June 2010
Earthbound LLC July 2009 - August 2009
Arrow Trading LLC June 2008 - June 2009
Arbor Commercial Mortgage LLC July 2008 - August 2008
Skills
Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Market Research, Bloomberg, Microsoft Office, PowerPoint, Statistics, Valuation, Budgets, Investments, Microsoft Excel, Trading, Hedging, Derivatives, Commodity Risk..., Base Metals
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance
North Shore Hebrew Academy High SchoolJune 2008 2004 — 2008
High School Diploma, General Studies, Religious Studies
Noble Group June 2013 - Present
HSBC Securities June 2012 - August 2012
Hudson Metals Corp. March 2012 - May 2012
Global Gaming and Hospitality Services June 2011 - January 2012
UBS Wealth Management February 2011 - July 2011
Valufinder Group June 2010 - August 2010
Frontier Financial Advisors January 2010 - June 2010
Earthbound LLC July 2009 - August 2009
Arrow Trading LLC June 2008 - June 2009
Arbor Commercial Mortgage LLC July 2008 - August 2008
Skills
Financial Analysis, Investment Banking, Analysis, Mergers & Acquisitions, Market Research, Bloomberg, Microsoft Office, PowerPoint, Statistics, Valuation, Budgets, Investments, Microsoft Excel, Trading, Hedging, Derivatives, Commodity Risk..., Base Metals
Education
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance
North Shore Hebrew Academy High SchoolJune 2008 2004 — 2008
High School Diploma, General Studies, Religious Studies
Grace Scutro's HSBC Securities Experience March 2005 - Present
Job Central Bank Sales at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities March 2005 - Present
Skills
Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Equities, FX Options, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Trading, Structured Products
Education
Boston University - School of Management 2000 — 2004
Bachelor of Business Administration (B.B.A.)
HSBC Securities March 2005 - Present
Skills
Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Equities, FX Options, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Trading, Structured Products
Education
Boston University - School of Management 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Christopher Deluca's HSBC Securities Experience June 2004 - Present
Job at
Industry Banking
Experience
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
Lisa Pope's HSBC Securities Experience May 1995 - October 1997
Job Controller at Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company February 2004 - Present
TD Options, LLC March 2002 - February 2004
LETCO Trading Company October 1997 - February 2004
HSBC Securities May 1995 - October 1997
Kemper Securities May 1993 - May 1995
Education
Illinois Institute of Technology 1994 — 1997
M.S., Financial Markets & Trading
American University - Kogod School of Business 1987 — 1989
B.S.B.A., International Business
Chicago Trading Company February 2004 - Present
TD Options, LLC March 2002 - February 2004
LETCO Trading Company October 1997 - February 2004
HSBC Securities May 1995 - October 1997
Kemper Securities May 1993 - May 1995
Education
Illinois Institute of Technology 1994 — 1997
M.S., Financial Markets & Trading
American University - Kogod School of Business 1987 — 1989
B.S.B.A., International Business
Evelyn Pande's HSBC Securities Experience 2000 - 2004
Job Business Analyst at Cibc World Markets
Industry Capital Markets
Experience
CIBC World Markets 2007 - Present
Scotia Capital 2004 - 2007
HSBC Securities 2000 - 2004
Education
University of Eastern Africa Baraton
Business Administration, Management
CIBC World Markets 2007 - Present
Scotia Capital 2004 - 2007
HSBC Securities 2000 - 2004
Education
University of Eastern Africa Baraton
Business Administration, Management
Willie Ferrer's HSBC Securities Experience March 2003 - January 2004
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2006 - Present
UBS Wealth Management July 2004 - March 2006
Resources Connection January 2004 - July 2004
HSBC Securities March 2003 - January 2004
Mizuho Corp Bank September 1993 - March 2003
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Global Consolidation, Global Financial..., Financial Analysis, Financial Accounting, Banking, Process Improvement, System Implementations, SAP R/3, IFRS, SAP BI, Accounting Management
Education
University of Phoenix 2006 — 2009
MBA
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance, Accounting
UBS Wealth Management March 2006 - Present
UBS Wealth Management July 2004 - March 2006
Resources Connection January 2004 - July 2004
HSBC Securities March 2003 - January 2004
Mizuho Corp Bank September 1993 - March 2003
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Global Consolidation, Global Financial..., Financial Analysis, Financial Accounting, Banking, Process Improvement, System Implementations, SAP R/3, IFRS, SAP BI, Accounting Management
Education
University of Phoenix 2006 — 2009
MBA
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance, Accounting
Robert Kennelley's HSBC Securities Experience June 2011 - August 2011
Job Director Alternative Investments
Industry Financial Services
Experience
Rocaton Investment Advisors June 2014 - Present
Rocaton Investment Advisors September 2012 - June 2014
Rogge Global Partners October 2011 - December 2011
HSBC Securities June 2011 - August 2011
Deutsche Bank Securities July 2009 - August 2010
Deutsche Bank Securities May 2006 - June 2009
Skills
Financial Modeling, Language Skills, Credit Analysis, Emerging Markets, Valuation, Fixed Income, Capital Markets, Asset Management, Equities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Princeton University 2002 — 2006
B.A.
Beijing Normal University 2004 — 2004
Level II Certification
International School of Kuala Lumpur 2000 — 2002
International Baccalaureate
Rocaton Investment Advisors June 2014 - Present
Rocaton Investment Advisors September 2012 - June 2014
Rogge Global Partners October 2011 - December 2011
HSBC Securities June 2011 - August 2011
Deutsche Bank Securities July 2009 - August 2010
Deutsche Bank Securities May 2006 - June 2009
Skills
Financial Modeling, Language Skills, Credit Analysis, Emerging Markets, Valuation, Fixed Income, Capital Markets, Asset Management, Equities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Princeton University 2002 — 2006
B.A.
Beijing Normal University 2004 — 2004
Level II Certification
International School of Kuala Lumpur 2000 — 2002
International Baccalaureate
Phani Vadlamani's HSBC Securities Experience June 2006 - July 2013
Job Senior Manager Operations
Industry Financial Services
Experience
Barclays Investment Bank July 2013 - Present
HSBC Securities June 2006 - July 2013
Bank of America March 2005 - September 2006
Lehman Brothers November 2002 - February 2005
Dow Jones Indexes March 2002 - October 2002
Wellington Management March 1999 - February 2002
Logitech January 1998 - January 1999
Skills
Fixed Income, Business Development, Derivatives, Equities, Capital Markets, Investment Banking, Credit, Trading Systems, Vendor Management, Business Analysis, Risk Management, Financial Services, FX Options, Portfolio Management, SDLC, Market Risk
Education
Maharishi University of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Management
Andhra University 1992 — 1995
Bachelor's Degree, Mathematics
Barclays Investment Bank July 2013 - Present
HSBC Securities June 2006 - July 2013
Bank of America March 2005 - September 2006
Lehman Brothers November 2002 - February 2005
Dow Jones Indexes March 2002 - October 2002
Wellington Management March 1999 - February 2002
Logitech January 1998 - January 1999
Skills
Fixed Income, Business Development, Derivatives, Equities, Capital Markets, Investment Banking, Credit, Trading Systems, Vendor Management, Business Analysis, Risk Management, Financial Services, FX Options, Portfolio Management, SDLC, Market Risk
Education
Maharishi University of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Management
Andhra University 1992 — 1995
Bachelor's Degree, Mathematics
Thomas Durney's HSBC Securities Experience February 2011 - April 2014
Job Managing Director, Leveraged and Acquisition Finance at HSBC Securities
Industry Investment Management
Experience
HSBC Securities February 2011 - April 2014
R3 Capital Management, LLC/ Lehman Brothers Global Principal Strategies February 2007 - May 2009
Lehman Brothers Global Leveraged Finance January 2000 - February 2007
CIBC World Markets March 1996 - December 1999
Chase Manhattan Bank June 1988 - March 1996
Skills
Hedge Funds, Private Equity, Investments, Leveraged Finance, Loans
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA Degree, Finance Concentration
Boston College 1984 — 1988
Bachelor of Science, Finance
HSBC Securities February 2011 - April 2014
R3 Capital Management, LLC/ Lehman Brothers Global Principal Strategies February 2007 - May 2009
Lehman Brothers Global Leveraged Finance January 2000 - February 2007
CIBC World Markets March 1996 - December 1999
Chase Manhattan Bank June 1988 - March 1996
Skills
Hedge Funds, Private Equity, Investments, Leveraged Finance, Loans
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA Degree, Finance Concentration
Boston College 1984 — 1988
Bachelor of Science, Finance
Steven Gwozdz's HSBC Securities Experience 2005 - March 2014
Job Laurel Heights Equity Partners
Industry Financial Services
Experience
Laurel Heights Equity Partners, LLC June 2014 - Present
HSBC Securities 2005 - March 2014
Needham & Company 2002 - 2005
Robertson Stephens 1998 - 2002
Nantucket Nectars 1993 - 1996
Skills
Equities, Hedge Funds, Investments, Corporate Development, Emerging Markets, Equity Research, Investment Banking, Equity Capital Markets, Finance, Strategy, IPO, Capital Markets, Relationship Management, Non-profit Board..., Board of Directors, Valuation, Series 63, Series 7, Business Development, Strategic Partnerships, Business Advisory, Sales Management, Business Analysis, Financial Analysis, Key Account..., Partnerships, Start-ups, Brand Management, Nonprofits, Non-profit Leadership, Team Management, Team Leadership, Securities, Alternative Investments, Bloomberg, Due Diligence
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Management
Boston College 1987 — 1991
MA, Economics, Philosophy
Georgetown Preparatory School 1983 — 1987
Laurel Heights Equity Partners, LLC June 2014 - Present
HSBC Securities 2005 - March 2014
Needham & Company 2002 - 2005
Robertson Stephens 1998 - 2002
Nantucket Nectars 1993 - 1996
Skills
Equities, Hedge Funds, Investments, Corporate Development, Emerging Markets, Equity Research, Investment Banking, Equity Capital Markets, Finance, Strategy, IPO, Capital Markets, Relationship Management, Non-profit Board..., Board of Directors, Valuation, Series 63, Series 7, Business Development, Strategic Partnerships, Business Advisory, Sales Management, Business Analysis, Financial Analysis, Key Account..., Partnerships, Start-ups, Brand Management, Nonprofits, Non-profit Leadership, Team Management, Team Leadership, Securities, Alternative Investments, Bloomberg, Due Diligence
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing, Management
Boston College 1987 — 1991
MA, Economics, Philosophy
Georgetown Preparatory School 1983 — 1987
James Porter, CFA's HSBC Securities Experience 1996 - 2005
Job Partner & Managing Director
Industry Investment Management
Experience
Toron AMI International Asset Management June 2012 - Present
National Bank Financial November 2005 - June 2011
HSBC Securities 1996 - 2005
Skills
Investments, Asset Management, Portfolio Management, Banking, Securities, Wealth Management, Business Strategy, Change Management, Team Leadership, Organizational..., Guest Lecturing, Investment Management, Asset Managment, Investment Strategies, Equities, Risk Management, Management Consulting, Investment Advisory, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Asset Allocation, Valuation, Bonds, Hedge Funds
Education
Boston University 2005 — 2006
Masters, Management
Wharton Business School 2001 — 2004
Executive Education
Bishop's University 1984 — 1989
BA, Business
Institute of Corporate Directors & University of Toronto's Rotman School
Not For Profit Governance Essentials Program, Management / Governance
Toron AMI International Asset Management June 2012 - Present
National Bank Financial November 2005 - June 2011
HSBC Securities 1996 - 2005
Skills
Investments, Asset Management, Portfolio Management, Banking, Securities, Wealth Management, Business Strategy, Change Management, Team Leadership, Organizational..., Guest Lecturing, Investment Management, Asset Managment, Investment Strategies, Equities, Risk Management, Management Consulting, Investment Advisory, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Asset Allocation, Valuation, Bonds, Hedge Funds
Education
Boston University 2005 — 2006
Masters, Management
Wharton Business School 2001 — 2004
Executive Education
Bishop's University 1984 — 1989
BA, Business
Institute of Corporate Directors & University of Toronto's Rotman School
Not For Profit Governance Essentials Program, Management / Governance
Yolande D. Black's HSBC Securities Experience 2006 - 2010
Job
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Credit Suisse July 2015 - Present
Commerzbank June 2014 - June 2015
UBS February 2013 - May 2014
Capital One Financial Advisors January 2010 - February 2013
HSBC Securities 2006 - 2010
Divine Capital Markets 2005 - 2006
The MONY Group September 2002 - March 2005
Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management
Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General
City University of New York-Baruch College
BBA, Business Management
Jason Chauvin's HSBC Securities Experience April 2009 - July 2010
Job Senior Manager, Account Development at American Express
Industry Financial Services
Experience
American Express October 2014 - Present
Vornado Realty Trust July 2012 - October 2014
SportsNet New York September 2011 - December 2011
HSBC Securities April 2009 - July 2010
HSBC Consumer and Mortgage Lending May 2005 - April 2009
Beneficial Finance Corporation, Member HSBC Group May 2004 - May 2005
Skills
Retail, Customer Relations, Sales, Sales Management, Business Development, Real Estate, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Employee Training, Financial Education, Training
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Real Estate/Finance
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services, 3.85
American Express October 2014 - Present
Vornado Realty Trust July 2012 - October 2014
SportsNet New York September 2011 - December 2011
HSBC Securities April 2009 - July 2010
HSBC Consumer and Mortgage Lending May 2005 - April 2009
Beneficial Finance Corporation, Member HSBC Group May 2004 - May 2005
Skills
Retail, Customer Relations, Sales, Sales Management, Business Development, Real Estate, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Financial Analysis, Financial Reporting, Financial Modeling, Leadership, Employee Training, Financial Education, Training
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Real Estate/Finance
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services, 3.85
Andrew Nerone's HSBC Securities Experience May 1994 - October 1996
Job Paladin Solutions Group US Managing Principal
Industry Management Consulting
Experience
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Shadi Nasr's HSBC Securities Experience April 2013 - Present
Job Assistant Vice President OTC Swap Clearing at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities April 2013 - Present
Citigroup Investment Banking Operations 2012 - April 2013
Citigroup 2007 - December 2011
Investment Banking Institute July 2009 - August 2009
JPMorgan Chase Investment Banking October 2005 - December 2006
TD Waterhouse Securities May 2000 - October 2005
Saint Peter's College:Master of Business Administration September 2002 - June 2004
Skills
Trading, Hedge Funds, Equities, FX Options, Fixed Income, Credit Derivatives, Financial Risk
Education
Calypso V.14 release Demo/Conference 2013 — 2013
FTF Financial Technology Conference DerivOps - NYC 2013 — 2013
Collateral Management Seminar NYC 2012 — 2012
City University of New York-Baruch College 1996 — 1999
International Marketing, Marketing
FTF - Collateral Management Forum - NYC Feb 2014
Saint Peters
MBA
HSBC Securities April 2013 - Present
Citigroup Investment Banking Operations 2012 - April 2013
Citigroup 2007 - December 2011
Investment Banking Institute July 2009 - August 2009
JPMorgan Chase Investment Banking October 2005 - December 2006
TD Waterhouse Securities May 2000 - October 2005
Saint Peter's College:Master of Business Administration September 2002 - June 2004
Skills
Trading, Hedge Funds, Equities, FX Options, Fixed Income, Credit Derivatives, Financial Risk
Education
Calypso V.14 release Demo/Conference 2013 — 2013
FTF Financial Technology Conference DerivOps - NYC 2013 — 2013
Collateral Management Seminar NYC 2012 — 2012
City University of New York-Baruch College 1996 — 1999
International Marketing, Marketing
FTF - Collateral Management Forum - NYC Feb 2014
Saint Peters
MBA
Jim Akasala's HSBC Securities Experience July 2011 - April 2013
Job VP Associate Banker at Citi Private Bank
Industry Banking
Experience
Citi July 2015 - Present
Citi April 2013 - Present
HSBC Securities July 2011 - April 2013
Wells Fargo July 2008 - July 2011
Skills
Series 7, Investments, Asset Managment, Wealth Management, Loans, Financial Modeling, Credit, Fixed Income, Asset Management, Financial Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Capital Markets, Securities, Investment Banking, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus 2007 — 2009
MBA, Finance, General
Boston University Questrom School of Business 2000 — 2004
BS, Finance & Marketing
Citi July 2015 - Present
Citi April 2013 - Present
HSBC Securities July 2011 - April 2013
Wells Fargo July 2008 - July 2011
Skills
Series 7, Investments, Asset Managment, Wealth Management, Loans, Financial Modeling, Credit, Fixed Income, Asset Management, Financial Advisory, Mutual Funds, Strategic Financial..., Retirement Planning, Capital Markets, Securities, Investment Banking, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus 2007 — 2009
MBA, Finance, General
Boston University Questrom School of Business 2000 — 2004
BS, Finance & Marketing
Huanchen Song's HSBC Securities Experience March 2007 - Present
Job CFA
Industry Investment Management
Experience
HSBC Securities March 2007 - Present
RBC DirectInvesting August 2006 - March 2007
Bank of Montreal June 2005 - August 2006
Bright Oceans Corp, China February 1999 - May 2003
Neusoft Group, China June 1996 - January 1999
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Broadcasting
Jiamusi University 1992 — 1996
Bachelor of Science, Electrical Engineering
HSBC Securities March 2007 - Present
RBC DirectInvesting August 2006 - March 2007
Bank of Montreal June 2005 - August 2006
Bright Oceans Corp, China February 1999 - May 2003
Neusoft Group, China June 1996 - January 1999
Education
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Broadcasting
Jiamusi University 1992 — 1996
Bachelor of Science, Electrical Engineering
Dodi Mangape's HSBC Securities Experience September 2009 - December 2009
Job Marketing and Financial Professional
Industry Financial Services
Experience
HSBC Securities September 2009 - December 2009
Education
George Brown College 2008 — 2009
PostGrad Diploma, Marketing Management - Financial Services
2003 — 2008
Bachelor, Politics
HSBC Securities September 2009 - December 2009
Education
George Brown College 2008 — 2009
PostGrad Diploma, Marketing Management - Financial Services
2003 — 2008
Bachelor, Politics
Sarah Speedie's HSBC Securities Experience 2003 - 2006
Job Coordinator, Community Investment at WestJet
Industry Marketing and Advertising
Experience
WestJet January 2011 - Present
Honens April 2010 - January 2011
Honens January 2007 - April 2010
Art Gallery of Calgary 2006 - 2009
HSBC Securities 2003 - 2006
Skills
Event Planning, Marketing Communications, Event Management, Fundraising, Sponsorship, Corporate Events, Social Media, Time Management, Public Relations, Media Relations, Corporate Communications, Internal Communications, Volunteer Management
Education
Boston College - Carroll School of Management
Certificate, Corporate Community Involvement Management
Mount Royal University 2007 — 2009
certificate, Event Management
Dalhousie University 2002 — 2006
B.A
Havergal College
WestJet January 2011 - Present
Honens April 2010 - January 2011
Honens January 2007 - April 2010
Art Gallery of Calgary 2006 - 2009
HSBC Securities 2003 - 2006
Skills
Event Planning, Marketing Communications, Event Management, Fundraising, Sponsorship, Corporate Events, Social Media, Time Management, Public Relations, Media Relations, Corporate Communications, Internal Communications, Volunteer Management
Education
Boston College - Carroll School of Management
Certificate, Corporate Community Involvement Management
Mount Royal University 2007 — 2009
certificate, Event Management
Dalhousie University 2002 — 2006
B.A
Havergal College
Jessie Chanoine's HSBC Securities Experience September 2002 - March 2003
Job Experienced Corporate Banking professional [Accounting][Internal Auditor]
Industry Financial Services
Experience
Genworth Financial April 2010 - December 2010
2009HSBC Bank USA July 2008 - January 2009
HSBC Bank November 2004 - July 2008
HSBC Securities September 2002 - March 2003
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Accounting Principles Certificate
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelor of Science, Finance & International Business
Genworth Financial April 2010 - December 2010
2009HSBC Bank USA July 2008 - January 2009
HSBC Bank November 2004 - July 2008
HSBC Securities September 2002 - March 2003
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Accounting Principles Certificate
New York University - Leonard N. Stern School of Business 1997 — 2001
Bachelor of Science, Finance & International Business
Scott Karp's HSBC Securities Experience September 2009 - November 2011
Job Director, Fund Accounting & Client Financial Reporting at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
HSBC Securities September 2009 - November 2011
Sandell Asset Management Corp. May 2007 - August 2009
PricewaterhouseCoopers January 1994 - May 2007
Education
St. John's University 1989 — 1991
MBA, Accounting
Binghamton University 1985 — 1989
BA, Economics
SS&C GlobeOp December 2012 - Present
HSBC Securities September 2009 - November 2011
Sandell Asset Management Corp. May 2007 - August 2009
PricewaterhouseCoopers January 1994 - May 2007
Education
St. John's University 1989 — 1991
MBA, Accounting
Binghamton University 1985 — 1989
BA, Economics
Bright Agor's HSBC Securities Experience July 2006 - July 2008
Job
Industry
Experience
HSBC Securities July 2006 - July 2008
HSBC July 2006 - July 2008
Thomson Reuters 2005 - 2006
Skills
Fixed Income, Financial Markets, Equities, Financial Modeling, Financial Analysis, FX Options, Investment Banking, Trading, Valuation, Corporate Finance, Banking, Business Analysis, Trading Systems, Bonds
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, FINANCE
Pace University 2001 — 2004
HSBC Securities July 2006 - July 2008
HSBC July 2006 - July 2008
Thomson Reuters 2005 - 2006
Skills
Fixed Income, Financial Markets, Equities, Financial Modeling, Financial Analysis, FX Options, Investment Banking, Trading, Valuation, Corporate Finance, Banking, Business Analysis, Trading Systems, Bonds
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, FINANCE
Pace University 2001 — 2004
Jessica Meisel's HSBC Securities Experience August 2012 - Present
Job Accountant Asset Management
Industry Financial Services
Experience
HSBC Securities August 2012 - Present
Fraunhofer USA April 2010 - May 2012
Boston University January 2010 - May 2012
Skills
CPA, Series 7, Series 63, Level 1 CFA, Data Entry, Statistics, VBA
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Major Accounting; Minor Statistics
HSBC Securities August 2012 - Present
Fraunhofer USA April 2010 - May 2012
Boston University January 2010 - May 2012
Skills
CPA, Series 7, Series 63, Level 1 CFA, Data Entry, Statistics, VBA
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Major Accounting; Minor Statistics
Cima Helou's HSBC Securities Experience August 2013 - Present
Job FX Front Office Business Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities August 2013 - Present
Iridium Consulting LLC October 2010 - Present
Audi Saradar Private Bank June 2008 - August 2009
CHOUEIRI GROUP September 2007 - May 2008
Skills
Equities, Fixed Income, Market Research, Financial Markets, Commodity, FX Options, Murex, Financial Risk, Middle Office, Equity Derivatives, Capital Markets, Derivatives, Financial Services, Credit, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MS, Policy Economics, Concentrations: Finance and International Economics
American University of Beirut 2004 — 2007
BA, Economics
College Notre Dame de Jamhour 1991 — 2004
HSBC Securities August 2013 - Present
Iridium Consulting LLC October 2010 - Present
Audi Saradar Private Bank June 2008 - August 2009
CHOUEIRI GROUP September 2007 - May 2008
Skills
Equities, Fixed Income, Market Research, Financial Markets, Commodity, FX Options, Murex, Financial Risk, Middle Office, Equity Derivatives, Capital Markets, Derivatives, Financial Services, Credit, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MS, Policy Economics, Concentrations: Finance and International Economics
American University of Beirut 2004 — 2007
BA, Economics
College Notre Dame de Jamhour 1991 — 2004
Allison Coventry's HSBC Securities Experience March 2013 - Present
Job VP, Global Markets Americas at HSBC Securities
Industry Financial Services
Experience
HSBC Securities March 2013 - Present
HSBC Securities September 2010 - March 2013
HSBC Securities July 2007 - September 2010
Skills
Investment Banking, Bloomberg, Equities, Fixed Income, Capital Markets, Derivatives, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Project Management, Hedge Funds, Financial Modeling, Portfolio Management, Risk Management
Education
SUNY Binghamton 2003 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services
HSBC Securities March 2013 - Present
HSBC Securities September 2010 - March 2013
HSBC Securities July 2007 - September 2010
Skills
Investment Banking, Bloomberg, Equities, Fixed Income, Capital Markets, Derivatives, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Project Management, Hedge Funds, Financial Modeling, Portfolio Management, Risk Management
Education
SUNY Binghamton 2003 — 2007
Bachelor of Science (B.S.), Finance and Financial Management Services
Jeffrey Stanis's HSBC Securities Experience August 2013 - Present
Job Analyst at HSBC Securities
Industry Investment Banking
Experience
HSBC Global Banking and Markets February 2015 - Present
HSBC Securities August 2013 - Present
Benistar Administrative Services, Inc. January 2011 - July 2013
Skills
Financial Modeling, Valuation, Excel, PowerPoint, Insurance, Longevity
Education
Boston University - School of Management 2006 — 2010
BSBA, Finance
Chaminade High School 2002 — 2006
HSBC Global Banking and Markets February 2015 - Present
HSBC Securities August 2013 - Present
Benistar Administrative Services, Inc. January 2011 - July 2013
Skills
Financial Modeling, Valuation, Excel, PowerPoint, Insurance, Longevity
Education
Boston University - School of Management 2006 — 2010
BSBA, Finance
Chaminade High School 2002 — 2006
Brian Cogan's HSBC Securities Experience July 2006 - August 2006
Job Analyst at Hudson Executive Capital
Industry Investment Management
Experience
Hudson Executive Capital January 2015 - Present
Barclays Investment Bank July 2013 - September 2014
Barclays Capital July 2010 - June 2013
Barclays Capital June 2009 - August 2009
Jefferies & Company July 2008 - August 2008
AXA Equitable June 2007 - August 2007
HSBC Securities July 2006 - August 2006
Skills
Investment Banking, Structured Finance, Mergers, Equities, Investments, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equity Capital Markets, Banking, Capital Markets, LBO, Equity Research, Valuation, Fixed Income, Hedge Funds
Education
Boston College 2006 — 2010
BS
Hudson Executive Capital January 2015 - Present
Barclays Investment Bank July 2013 - September 2014
Barclays Capital July 2010 - June 2013
Barclays Capital June 2009 - August 2009
Jefferies & Company July 2008 - August 2008
AXA Equitable June 2007 - August 2007
HSBC Securities July 2006 - August 2006
Skills
Investment Banking, Structured Finance, Mergers, Equities, Investments, Mergers & Acquisitions, Bloomberg, Financial Modeling, Equity Capital Markets, Banking, Capital Markets, LBO, Equity Research, Valuation, Fixed Income, Hedge Funds
Education
Boston College 2006 — 2010
BS
Luba Kavaleuskaya's HSBC Securities Experience November 2010 - September 2011
Job Finance Manager
Industry Financial Services
Experience
Medical Dynamics February 2014 - Present
HSBC Securities November 2010 - September 2011
UBS January 2010 - August 2010
VITA January 2009 - April 2010
Education
City University of New York-Baruch College 2007 — 2010
BBA, finance, mathematics
Medical Dynamics February 2014 - Present
HSBC Securities November 2010 - September 2011
UBS January 2010 - August 2010
VITA January 2009 - April 2010
Education
City University of New York-Baruch College 2007 — 2010
BBA, finance, mathematics
Rodolfo Bessa, CFA's HSBC Securities Experience June 2005 - August 2005
Job Vice President at SANTANDER PRIVATE BANKING
Industry Banking
Experience
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
Santander Private Banking International September 2015 - Present
HSBC Private Bank March 2009 - August 2015
HSBC Private Bank October 2006 - February 2009
BNP Paribas July 2006 - September 2006
HSBC Securities June 2005 - August 2005
Merrill Lynch June 2004 - August 2004
Skills
Investments, Investment Strategies, Asset Allocation, Portfolio Management, Credit, Leveraged Lending, Emerging Markets, Latin America, Wealth Management..., Wealth Management, Loans, Financial Markets, Risk Management, Investment Advisory, Private Banking, Financial Advisory, Hedge Funds, Equities, Alternative Investments, Finance, Banking, Bloomberg, Capital Markets, Investment Banking, Fixed Income
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor, Finance, Entrepreneurship
Benjamin Becker, CFA's HSBC Securities Experience March 2014 - August 2015
Job Regional Associate at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management August 2015 - Present
HSBC Securities March 2014 - August 2015
E*TRADE Financial January 2013 - March 2014
Merrill Edge/Bank of America Corporation May 2011 - January 2013
A.N. Deringer, Inc. December 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Customer Service, Series 7, Outlook
Education
Arcadia University
Bachelor of Arts, Business Administration
WisdomTree Asset Management August 2015 - Present
HSBC Securities March 2014 - August 2015
E*TRADE Financial January 2013 - March 2014
Merrill Edge/Bank of America Corporation May 2011 - January 2013
A.N. Deringer, Inc. December 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Customer Service, Series 7, Outlook
Education
Arcadia University
Bachelor of Arts, Business Administration
Carrie Mo's HSBC Securities Experience 1996 - 2008
Job Assistant Controller at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company 2011 - Present
BNY Mellon Capital Markets, LLC 2008 - 2011
HSBC Securities 1996 - 2008
Hang Seng Bank Limited 1995 - 1996
Skills
General Ledger, Auditing, Accounting, Risk Management, Account Reconciliation, Financial Services, Business Analysis, Finance, Analysis, Financial Accounting, Financial Reporting
Education
City University of New York-Baruch College
Bachelor of Business Administration, Accounting
Albert Fried & Company 2011 - Present
BNY Mellon Capital Markets, LLC 2008 - 2011
HSBC Securities 1996 - 2008
Hang Seng Bank Limited 1995 - 1996
Skills
General Ledger, Auditing, Accounting, Risk Management, Account Reconciliation, Financial Services, Business Analysis, Finance, Analysis, Financial Accounting, Financial Reporting
Education
City University of New York-Baruch College
Bachelor of Business Administration, Accounting
Derek Chan's HSBC Securities Experience October 2002 - May 2012
Job Managing Partner at MetLife
Industry Financial Services
Experience
MetLife May 2012 - Present
HSBC Securities October 2002 - May 2012
UBS Wealth Management August 1998 - October 2002
Morgan Stanley June 1996 - August 1998
Skills
Securities, Series 63, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Investments, Leadership, Insurance, Training, Employee Benefits, Project Management, Coaching, Portfolio Management, Series 65, Strategic Financial..., Series 24, Retirement, Fixed Annuities, Alternative Investments, Investment Advisory, Wealth Management..., Asset Allocation
Education
Binghamton University 1992 — 1996
BA, Economic / Finance
MetLife May 2012 - Present
HSBC Securities October 2002 - May 2012
UBS Wealth Management August 1998 - October 2002
Morgan Stanley June 1996 - August 1998
Skills
Securities, Series 63, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Investments, Leadership, Insurance, Training, Employee Benefits, Project Management, Coaching, Portfolio Management, Series 65, Strategic Financial..., Series 24, Retirement, Fixed Annuities, Alternative Investments, Investment Advisory, Wealth Management..., Asset Allocation
Education
Binghamton University 1992 — 1996
BA, Economic / Finance
Ralph Haug's HSBC Securities Experience January 2013 - Present
Job Consultant, Business Systems at HSBC
Industry Financial Services
Lauren Gotlib's HSBC Securities Experience April 2013 - August 2014
Job Critical Projects Manager at MASS Communications
Industry Telecommunications
Experience
MASS Communications May 2015 - Present
MASS Communications January 2015 - May 2015
MASS Communications September 2014 - January 2015
HSBC Securities April 2013 - August 2014
HSBC Securities August 2012 - April 2013
HSBC Securities June 2011 - August 2011
Pirate Brands June 2009 - August 2010
Glaceau - VitaminWater June 2008 - July 2009
Skills
Sales, PowerPoint, Public Speaking, Salesforce.com, Risk Management, Marketing, Program Management, Access, Business Writing, Fundraising, Orion, Management, Microsoft Excel, PowerPoint development, Survey Design, Peer Mentoring, Social Media, Leadership, Analysis, Research
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (B.S.), Honors Finance; Leadership & Consulting; Minor: Global Studies, 3.869
The American University of Rome 2010 — 2010
3.9
MASS Communications May 2015 - Present
MASS Communications January 2015 - May 2015
MASS Communications September 2014 - January 2015
HSBC Securities April 2013 - August 2014
HSBC Securities August 2012 - April 2013
HSBC Securities June 2011 - August 2011
Pirate Brands June 2009 - August 2010
Glaceau - VitaminWater June 2008 - July 2009
Skills
Sales, PowerPoint, Public Speaking, Salesforce.com, Risk Management, Marketing, Program Management, Access, Business Writing, Fundraising, Orion, Management, Microsoft Excel, PowerPoint development, Survey Design, Peer Mentoring, Social Media, Leadership, Analysis, Research
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (B.S.), Honors Finance; Leadership & Consulting; Minor: Global Studies, 3.869
The American University of Rome 2010 — 2010
3.9
Celentano Jerry's HSBC Securities Experience October 2000 - October 2007
Job Compliance Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2007 - Present
HSBC Securities October 2000 - October 2007
TD Ameritrade 1999 - 2000
Skills
Series 7, Series 24, Series 9 + 10, AML, Securities, Mutual Funds, Hedge Funds, Equities, Options, Bloomberg, Asset Management, Compliance, Series 63, Derivatives, Trading, Back Office, Investments, Compliance Audits, Risk Management, Client Service, Retirement, Investment Advisory, Equity Trading, Investor Relations
Education
Bergen Community College
AllianceBernstein October 2007 - Present
HSBC Securities October 2000 - October 2007
TD Ameritrade 1999 - 2000
Skills
Series 7, Series 24, Series 9 + 10, AML, Securities, Mutual Funds, Hedge Funds, Equities, Options, Bloomberg, Asset Management, Compliance, Series 63, Derivatives, Trading, Back Office, Investments, Compliance Audits, Risk Management, Client Service, Retirement, Investment Advisory, Equity Trading, Investor Relations
Education
Bergen Community College
Justin Lioi's HSBC Securities Experience August 2006 - December 2011
Job Manager, Fund Administration
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services January 2012 - June 2014
HSBC Securities August 2006 - December 2011
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Fund Accounting, Bloomberg, Mutual Funds, Securities, Fund Administration, Equities, Valuation, Bloomberg Terminal, Derivatives, Corporate Actions, Capital Markets, Fixed Income, Asset Management, Portfolio Management, Investments, Private Equity
Education
Bentley University 2002 — 2006
B.S., Finance
Mitsubishi UFJ Fund Services June 2014 - Present
Meridian Fund Services January 2012 - June 2014
HSBC Securities August 2006 - December 2011
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Fund Accounting, Bloomberg, Mutual Funds, Securities, Fund Administration, Equities, Valuation, Bloomberg Terminal, Derivatives, Corporate Actions, Capital Markets, Fixed Income, Asset Management, Portfolio Management, Investments, Private Equity
Education
Bentley University 2002 — 2006
B.S., Finance
George Mougias's HSBC Securities Experience 2006 - 2012
Job Senior Financial Accountant & Analyst
Industry Financial Services
Experience
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
Charles McDermott's HSBC Securities Experience June 2007 - Present
Job Controller at Vision Capital Advisors, LLC
Industry Accounting
Experience
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting
Vikram Cherukuri's HSBC Securities Experience January 2009 - October 2010
Job Business Intelligence Lead at Bacardi
Industry Information Technology and Services
Experience
Bacardi March 2014 - Present
Express Scripts March 2012 - January 2014
Advance America February 2011 - February 2012
HSBC Securities January 2009 - October 2010
HSBC June 2008 - October 2009
IBM Global Process Services - Worked for Suntrust Banks Atlanta February 2007 - May 2008
Skills
Microsoft Office, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Informatica, Cognos, Datastage 8.1, Java, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Team Management, Business Intelligence, Teradata, Business Analysis, SDLC, Requirements Analysis, Data Warehousing, Oracle, SQL, PL/SQL, Software Development, Microsoft SQL Server
Education
Anna University 2003 — 2006
Master of Computer Applications (M.C.A.), Computer Software Engineering
Osmania university 2001 — 2003
Bachelor of Computer Applications, Computer Software Engineering
Bacardi March 2014 - Present
Express Scripts March 2012 - January 2014
Advance America February 2011 - February 2012
HSBC Securities January 2009 - October 2010
HSBC June 2008 - October 2009
IBM Global Process Services - Worked for Suntrust Banks Atlanta February 2007 - May 2008
Skills
Microsoft Office, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, C++, Informatica, Cognos, Datastage 8.1, Java, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Team Management, Business Intelligence, Teradata, Business Analysis, SDLC, Requirements Analysis, Data Warehousing, Oracle, SQL, PL/SQL, Software Development, Microsoft SQL Server
Education
Anna University 2003 — 2006
Master of Computer Applications (M.C.A.), Computer Software Engineering
Osmania university 2001 — 2003
Bachelor of Computer Applications, Computer Software Engineering
Christopher Alexis's HSBC Securities Experience December 1999 - May 2007
Job SVP/Group Executive Citi Personal Wealth Management 6468401357
Industry Financial Services
Experience
Citi Group Global Markets May 2007 - Present
Smith Barney May 2007 - December 2009
HSBC Securities December 1999 - May 2007
First Union National Bank/Wachovia November 1997 - December 1999
Dreyfus/Mellon January 1988 - November 1997
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Series 24, Series 65, Securities, Equities, Separately Managed..., Fixed Income, Retirement Planning, Relationship Management, Investments, Hedge Funds, estate planning trust..., Series 9 and 10
Education
Adelphi University
Bachelor of Arts (B.A.)
Citi Group Global Markets May 2007 - Present
Smith Barney May 2007 - December 2009
HSBC Securities December 1999 - May 2007
First Union National Bank/Wachovia November 1997 - December 1999
Dreyfus/Mellon January 1988 - November 1997
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Series 24, Series 65, Securities, Equities, Separately Managed..., Fixed Income, Retirement Planning, Relationship Management, Investments, Hedge Funds, estate planning trust..., Series 9 and 10
Education
Adelphi University
Bachelor of Arts (B.A.)
Gene Hum's HSBC Securities Experience 2009 - 2011
Job Fixed IncomeCredit Product Controller
Industry Financial Services
Experience
HSBC Securities 2009 - 2011
HSBC Securities 2004 - 2009
Gen Re Securities 1998 - 2004
ING (U.S) Financial Services Company 1997 - 1998
Salomon Brothers 1994 - 1997
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
HSBC Securities 2009 - 2011
HSBC Securities 2004 - 2009
Gen Re Securities 1998 - 2004
ING (U.S) Financial Services Company 1997 - 1998
Salomon Brothers 1994 - 1997
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Steve Ko's HSBC Securities Experience December 2003 - Present
Job VP, Premier Wealth Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities December 2003 - Present
Citi July 1999 - December 2003
Skills
Series 7, series 9, series 10, Series 24, Series 63, series 66, Life & Health Insurance..., Financial Services
Education
City University of New York-Baruch College
HSBC Securities December 2003 - Present
Citi July 1999 - December 2003
Skills
Series 7, series 9, series 10, Series 24, Series 63, series 66, Life & Health Insurance..., Financial Services
Education
City University of New York-Baruch College
Ray Yao's HSBC Securities Experience June 2012 - August 2012
Job Securitization Transaction Services Senior Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP September 2013 - July 2015
HSBC Securities June 2012 - August 2012
First Investors June 2011 - August 2011
Department of Economics, Binghamton University January 2011 - April 2011
Skills
Collateral Analysis..., Bloomberg Terminal, Risk Analysis, Microsoft Office, Equity Research, Data Analysis, Financial Analysis, Asset-backed..., Mortgage-backed..., Structured Products, NPL & RPL, Financial Modeling
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Deloitte & Touche LLP August 2015 - Present
Deloitte & Touche LLP September 2013 - July 2015
HSBC Securities June 2012 - August 2012
First Investors June 2011 - August 2011
Department of Economics, Binghamton University January 2011 - April 2011
Skills
Collateral Analysis..., Bloomberg Terminal, Risk Analysis, Microsoft Office, Equity Research, Data Analysis, Financial Analysis, Asset-backed..., Mortgage-backed..., Structured Products, NPL & RPL, Financial Modeling
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Science (BS), Accounting and Finance