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
Gonzalo Molina Sieiro Gonzalo Molina Sieiro's HSBC Securities Experience September 2011 - February 2013
Job Finance Professional
Industry Financial Services
Experience
Fertil February 2015 - Present
Uber April 2015 - August 2015
CJF February 2013 - June 2014
HSBC Securities September 2011 - February 2013
The Colchester Consulting Group June 2010 - September 2011
Banco Inbursa August 2008 - October 2008
CADEN January 2008 - April 2008
Skills
Investments, Financial Modeling, Macroeconomics, Corporate Finance, Strategy, Economics, International Economics, Finance, Analysis, Market Research, Valuation, Banking, Bloomberg, Financial Services, Financial Markets
Education
Rice University 2014 — 2015
Doctor of Philosophy (PhD), Strategy
Brandeis International Business School 2009 — 2011
MA, International Economics and Finance
Universidad Anáhuac 2005 — 2009
Lic, Economics
Fertil February 2015 - Present
Uber April 2015 - August 2015
CJF February 2013 - June 2014
HSBC Securities September 2011 - February 2013
The Colchester Consulting Group June 2010 - September 2011
Banco Inbursa August 2008 - October 2008
CADEN January 2008 - April 2008
Skills
Investments, Financial Modeling, Macroeconomics, Corporate Finance, Strategy, Economics, International Economics, Finance, Analysis, Market Research, Valuation, Banking, Bloomberg, Financial Services, Financial Markets
Education
Rice University 2014 — 2015
Doctor of Philosophy (PhD), Strategy
Brandeis International Business School 2009 — 2011
MA, International Economics and Finance
Universidad Anáhuac 2005 — 2009
Lic, Economics
Nick Prakash Nick Prakash's HSBC Securities Experience November 2011 - September 2014
Job eFX Business Analyst at HSBC Global Banking and Markets
Industry Investment Banking
Experience
HSBC Global Banking and Markets September 2014 - Present
HSBC Securities November 2011 - September 2014
HSBC Global Banking and Markets August 2011 - November 2011
Skills
Trading Systems, SQL, Unix, Linux, Electronic Trading, VBA, Perl, Java, Oracle, Eclipse, MySQL, Windows, Sybase, PL/SQL, Databases, Microsoft Office, Data Analysis, Microsoft Excel
Education
Bucknell University 2007 — 2011
BA, Computer Science
HSBC Global Banking and Markets September 2014 - Present
HSBC Securities November 2011 - September 2014
HSBC Global Banking and Markets August 2011 - November 2011
Skills
Trading Systems, SQL, Unix, Linux, Electronic Trading, VBA, Perl, Java, Oracle, Eclipse, MySQL, Windows, Sybase, PL/SQL, Databases, Microsoft Office, Data Analysis, Microsoft Excel
Education
Bucknell University 2007 — 2011
BA, Computer Science
Harvey Nelson Harvey Nelson's HSBC Securities Experience December 2011 - March 2013
Job Assistant Vice President Premier Relationship Manager
Industry Banking
Experience
HSBC March 2013 - February 2015
HSBC Securities December 2011 - March 2013
HSBC September 2009 - June 2012
HSBC August 2007 - September 2009
North Fork Bank June 2005 - May 2007
Skills
Retail Banking, Banking, Relationship Management, Call Center, Customer Experience, Cash Management, Financial Services, Credit, Lotus Notes, Investments, Insurance, Loans, Customer Satisfaction, Credit Analysis, Finance, Analysis, Management, Sales, Strategy, Cross Selling, Mutual Funds, Securities, Customer Retention, Portfolio Management, Series 63, Team Building, Customer Service, FX Options, KYC, Wealth Management, Risk Management, Investment Banking, Series 6, Back Office, Branch Banking, Financial Risk, Operational Risk, Asset Management, Investment Advisory, Equities, Derivatives, Credit Risk, Financial Advisory, Financial Markets, Fixed Income, Private Banking, AML, Bonds, CRM
Education
City University of New York-Hunter College 2005 — 2009
Bachelors, Economics
Hunter College 2005 — 2009
Bachelor's degree, Economics
HSBC March 2013 - February 2015
HSBC Securities December 2011 - March 2013
HSBC September 2009 - June 2012
HSBC August 2007 - September 2009
North Fork Bank June 2005 - May 2007
Skills
Retail Banking, Banking, Relationship Management, Call Center, Customer Experience, Cash Management, Financial Services, Credit, Lotus Notes, Investments, Insurance, Loans, Customer Satisfaction, Credit Analysis, Finance, Analysis, Management, Sales, Strategy, Cross Selling, Mutual Funds, Securities, Customer Retention, Portfolio Management, Series 63, Team Building, Customer Service, FX Options, KYC, Wealth Management, Risk Management, Investment Banking, Series 6, Back Office, Branch Banking, Financial Risk, Operational Risk, Asset Management, Investment Advisory, Equities, Derivatives, Credit Risk, Financial Advisory, Financial Markets, Fixed Income, Private Banking, AML, Bonds, CRM
Education
City University of New York-Hunter College 2005 — 2009
Bachelors, Economics
Hunter College 2005 — 2009
Bachelor's degree, Economics
Carlos Gomez-Lopez, CFA Carlos Gomez-Lopez, CFA's HSBC Securities Experience May 2013 - Present
Job Head of LatAm Financial Institutions at HSBC Securities
Industry Financial Services
Experience
HSBC Securities May 2013 - Present
Esemplia Emerging Markets December 2005 - March 2013
Citigroup Asset Management January 1999 - December 2005
Credit Suisse First Boston July 1997 - November 1999
PARIBAS September 1993 - July 1997
Skills
Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Financial Analysis, Investment Banking, Investment Management, Series 7, M, IPO, DCF, Business Valuation, Economics
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
Master's degree, International Economics and Finance
Universidad Autónoma de Madrid 1991 — 1993
PhD - ABD, Economics
Universidad Autónoma de Madrid 1986 — 1991
Licenciado, Economics
HSBC Securities May 2013 - Present
Esemplia Emerging Markets December 2005 - March 2013
Citigroup Asset Management January 1999 - December 2005
Credit Suisse First Boston July 1997 - November 1999
PARIBAS September 1993 - July 1997
Skills
Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Hedge Funds, Asset Managment, Bloomberg, Investments, Portfolio Management, Private Equity, Financial Analysis, Investment Banking, Investment Management, Series 7, M, IPO, DCF, Business Valuation, Economics
Education
Brandeis University, Lemberg - International Business School 1991 — 1993
Master's degree, International Economics and Finance
Universidad Autónoma de Madrid 1991 — 1993
PhD - ABD, Economics
Universidad Autónoma de Madrid 1986 — 1991
Licenciado, Economics
Kevin O'Brien, CPP Kevin O'Brien, CPP's HSBC Securities Experience October 1998 - May 2000
Job Regional Head Corporate Security, Americas at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2010 - Present
BNY Mellon May 2000 - June 2010
HSBC Securities October 1998 - May 2000
Corporate Security Resources, Inc January 1997 - October 1998
Saint Jerome School January 1994 - January 1997
Skills
Security Management, Physical Security, Security Operations, Crisis Management, Corporate Security, Operational Risk..., Business Continuity, Fraud, Security Audits, Business Continuity..., Risk Assessment, Risk Management, Investigation, Guarding, Travel Security, Executive Protection, Asset Protection, Access Control, Program Management, Security, Leadership, CCTV, Vulnerability Assessment, Security Awareness
Education
ETH Zurich 2011 — 2013
Master of Advanced Studies
Brooklyn College 1991 — 1994
Bachelor's degree
Deutsche Bank June 2010 - Present
BNY Mellon May 2000 - June 2010
HSBC Securities October 1998 - May 2000
Corporate Security Resources, Inc January 1997 - October 1998
Saint Jerome School January 1994 - January 1997
Skills
Security Management, Physical Security, Security Operations, Crisis Management, Corporate Security, Operational Risk..., Business Continuity, Fraud, Security Audits, Business Continuity..., Risk Assessment, Risk Management, Investigation, Guarding, Travel Security, Executive Protection, Asset Protection, Access Control, Program Management, Security, Leadership, CCTV, Vulnerability Assessment, Security Awareness
Education
ETH Zurich 2011 — 2013
Master of Advanced Studies
Brooklyn College 1991 — 1994
Bachelor's degree
Paul Restante, CLU, ChFC, CLTC Paul Restante, CLU, ChFC, CLTC's HSBC Securities Experience 2002 - 2008
Job Managing Director of Community Bank Wealth Management Group and President of Community Investment Services, Inc.
Industry Financial Services
Experience
Community Investment Services, Inc. 2009 - Present
HSBC Securities 2002 - 2008
Northwestern Mutual 1983 - 2002
Skills
Wealth Management..., Financial Services, Trust Services, Insurance, Estate Planning, Employee Benefits
Education
Clarkson University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Community Investment Services, Inc. 2009 - Present
HSBC Securities 2002 - 2008
Northwestern Mutual 1983 - 2002
Skills
Wealth Management..., Financial Services, Trust Services, Insurance, Estate Planning, Employee Benefits
Education
Clarkson University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Libby Koppelman Posner Libby Koppelman Posner's HSBC Securities Experience February 2012 - October 2012
Job North America Total Rewards Lead at Accenture
Industry Financial Services
Experience
Accenture April 2014 - Present
Accenture October 2012 - April 2014
HSBC Securities February 2012 - October 2012
HSBC July 2010 - February 2012
HSBC March 2009 - August 2010
HSBC April 2005 - April 2009
HSBC Securities March 2004 - March 2005
Citigroup August 2002 - April 2004
Citigroup December 2000 - August 2002
Skills
Executive Pay, Deferred Compensation, Performance Management, HRIS, Employee Benefits, Organizational Design, PeopleSoft, Human Resources, Financial Services, Change Management, Organizational..., Incentive Programs, Strategy, Management, Program Management, Succession Planning, Talent Management
Education
Cornell University 1994 — 1998
BS, Industrial and Labor Relations
Accenture April 2014 - Present
Accenture October 2012 - April 2014
HSBC Securities February 2012 - October 2012
HSBC July 2010 - February 2012
HSBC March 2009 - August 2010
HSBC April 2005 - April 2009
HSBC Securities March 2004 - March 2005
Citigroup August 2002 - April 2004
Citigroup December 2000 - August 2002
Skills
Executive Pay, Deferred Compensation, Performance Management, HRIS, Employee Benefits, Organizational Design, PeopleSoft, Human Resources, Financial Services, Change Management, Organizational..., Incentive Programs, Strategy, Management, Program Management, Succession Planning, Talent Management
Education
Cornell University 1994 — 1998
BS, Industrial and Labor Relations
Ron Ellison Ron Ellison's HSBC Securities Experience 2006 - 2007
Job Director, of Sales Training at MetLife
Industry Staffing and Recruiting
Experience
Sales Streak Corporation Director, of Sales TrainingMetLife2013 - Present
Sales Streak Corporation 2009 - 2012
Apple 2007 - 2009
HSBC Securities 2006 - 2007
CBS Corporation 2005 - 2006
University of Nebraska-Lincoln January 2004 - June 2004
The Wall Street Journal March 1999 - April 2003
Dentsu 1998 - 1998
The Coca-Cola Company 1996 - 1997
Skills
Sales, Sales Management, Sales Training, Executive Sales..., Selling Skills, Direct Sales, Strategy
Education
Columbia Business School
Master of Business Administration (MBA), Public Relations, Advertising, and Applied Communication
MIT
Bachelor of Applied Science (B.A.Sc.)
Princeton University
Psychology Coursework
University of Nebraska at Omaha
Bachelor of Fine Arts (B.F.A.)
Sales Streak Corporation Director, of Sales TrainingMetLife2013 - Present
Sales Streak Corporation 2009 - 2012
Apple 2007 - 2009
HSBC Securities 2006 - 2007
CBS Corporation 2005 - 2006
University of Nebraska-Lincoln January 2004 - June 2004
The Wall Street Journal March 1999 - April 2003
Dentsu 1998 - 1998
The Coca-Cola Company 1996 - 1997
Skills
Sales, Sales Management, Sales Training, Executive Sales..., Selling Skills, Direct Sales, Strategy
Education
Columbia Business School
Master of Business Administration (MBA), Public Relations, Advertising, and Applied Communication
MIT
Bachelor of Applied Science (B.A.Sc.)
Princeton University
Psychology Coursework
University of Nebraska at Omaha
Bachelor of Fine Arts (B.F.A.)
Magnolia Tamayo Magnolia Tamayo's HSBC Securities Experience March 2006 - June 2009
Job Fund Accounting Professional
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
HSBC June 2009 - September 2012
HSBC Securities March 2006 - June 2009
HSBC Securities Services October 2004 - March 2006
BNY Mellon September 2000 - October 2004
Skills
Geneva, Microsoft Excel, Microsoft Word, Fund Accounting, Hedge Funds, Valuation, Fund Of Funds, Bloomberg, Fund Administration, Account Reconciliation
Education
Hunter College 1995 — 2000
Bachelor of Science (B.S.), Accounting
International Fund Services (NA) LLC, A State Street Company April 2013 - Present
HSBC June 2009 - September 2012
HSBC Securities March 2006 - June 2009
HSBC Securities Services October 2004 - March 2006
BNY Mellon September 2000 - October 2004
Skills
Geneva, Microsoft Excel, Microsoft Word, Fund Accounting, Hedge Funds, Valuation, Fund Of Funds, Bloomberg, Fund Administration, Account Reconciliation
Education
Hunter College 1995 — 2000
Bachelor of Science (B.S.), Accounting
Kyle McCarthy Kyle McCarthy's HSBC Securities Experience May 2006 - November 2011
Job Global finance and real estate professional
Industry Financial Services
Experience
HSBC Securities May 2006 - November 2011
HSBC Securities March 2003 - May 2006
HSBC Investment Banking & Markets September 2002 - March 2003
HSBC Investment Banking & Markets March 2002 - September 2002
HSBC Investment Banking & Markets August 2001 - March 2002
MMC Enterprise Risk Consulting June 2000 - June 2001
Colonial Consulting Corporation April 1999 - June 2000
Skills
Real Estate Development, Finance, Hedge Funds, Proprietary Trading, Debt & Equity Financing, Sales Management, Fixed Income, Asset Management, Bloomberg, Capital Markets, Financial Modeling, Investments, Valuation
Education
NYU 2013 — 2014
Master of Science (MS), Real Estate Development
Columbia Business School 1998 — 1999
Finance, General
University of Notre Dame 1994 — 1998
Bachelor's degree, International Policy Analysis, Economics
HSBC Securities May 2006 - November 2011
HSBC Securities March 2003 - May 2006
HSBC Investment Banking & Markets September 2002 - March 2003
HSBC Investment Banking & Markets March 2002 - September 2002
HSBC Investment Banking & Markets August 2001 - March 2002
MMC Enterprise Risk Consulting June 2000 - June 2001
Colonial Consulting Corporation April 1999 - June 2000
Skills
Real Estate Development, Finance, Hedge Funds, Proprietary Trading, Debt & Equity Financing, Sales Management, Fixed Income, Asset Management, Bloomberg, Capital Markets, Financial Modeling, Investments, Valuation
Education
NYU 2013 — 2014
Master of Science (MS), Real Estate Development
Columbia Business School 1998 — 1999
Finance, General
University of Notre Dame 1994 — 1998
Bachelor's degree, International Policy Analysis, Economics
Ari Perlman Ari Perlman's HSBC Securities Experience 2011 - 2013
Job Senior Vice President at 33 Monroe Associates
Industry Real Estate
Experience
33 Monroe Associates June 2013 - Present
HSBC Securities 2011 - 2013
BTIG, LLC 2008 - 2011
J.P. Morgan 2001 - 2005
Skills
Investments, Real Estate Economics, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Due Diligence, Loans, Leases, Valuation, Commercial Real Estate, Portfolio Management, Brokerage, Mortgage Lending, Mergers & Acquisitions, Property Management, Financial Analysis, Corporate Real Estate, Contract Negotiation, 1031 Exchanges, Strategic Planning, Business Strategy, Business Development, Hedge Funds
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Poly Prep Country Day School 1981 — 1989
High School Diploma
33 Monroe Associates June 2013 - Present
HSBC Securities 2011 - 2013
BTIG, LLC 2008 - 2011
J.P. Morgan 2001 - 2005
Skills
Investments, Real Estate Economics, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Due Diligence, Loans, Leases, Valuation, Commercial Real Estate, Portfolio Management, Brokerage, Mortgage Lending, Mergers & Acquisitions, Property Management, Financial Analysis, Corporate Real Estate, Contract Negotiation, 1031 Exchanges, Strategic Planning, Business Strategy, Business Development, Hedge Funds
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Poly Prep Country Day School 1981 — 1989
High School Diploma
Greg Mills Greg Mills's HSBC Securities Experience March 2009 - November 2011
Job Consultant at Panache Resources and Systems
Industry Information Technology and Services
Experience
Wunjee November 2011 - Present
Panache Resources and Systems October 2013 - July 2015
HSBC Securities March 2009 - November 2011
HSBC Securities May 2007 - April 2009
HSBC Securities April 2005 - April 2007
HSBC Securities May 2001 - April 2005
EBS Dealing Resources 1995 - 2001
Bankers Trust May 1989 - February 1995
Investment Support Systems (INNSYNC) 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Software Project..., PMO, Business Analysis, Financial Markets, Credit Risk, Team Building, Market Risk, MS Project, Product Management, Trading Systems, Banking, MIS, SDLC, IT Management, Business Intelligence, Budgets, FX Options, Management, Six Sigma, Finance, Microsoft Office, Fixed Income, Back Office, Strategic Financial..., Risk Management, Trading, Project Planning, MS Office Suite, Business Management, Product Development, Cognos, Open Workbench, Business Process..., Budget Preparation, Budgeting, FX, CA Clarity, Green Belt, Project Portfolio..., Financial Services, Project Management, Vendor Management, Investment Banking, PMP, Options, Business Requirements, Patents, Portfolio Management, Requirements Gathering, Financial Risk
Education
University of Michigan 1980 — 1982
MBA, Finance, International Business
The George Washington University 2006 — 2010
Associate Certificate, Project Management
Colby College 1976 — 1980
AB, Economics, Mathematics
Burlington County College 2013 — 2013
Training, Lean Six Sigma Green Belt
James Madison University 1975 — 1976
Math
Harrisonburg High School 1972 — 1976
High School Diploma, College Preparation
Wunjee November 2011 - Present
Panache Resources and Systems October 2013 - July 2015
HSBC Securities March 2009 - November 2011
HSBC Securities May 2007 - April 2009
HSBC Securities April 2005 - April 2007
HSBC Securities May 2001 - April 2005
EBS Dealing Resources 1995 - 2001
Bankers Trust May 1989 - February 1995
Investment Support Systems (INNSYNC) 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Software Project..., PMO, Business Analysis, Financial Markets, Credit Risk, Team Building, Market Risk, MS Project, Product Management, Trading Systems, Banking, MIS, SDLC, IT Management, Business Intelligence, Budgets, FX Options, Management, Six Sigma, Finance, Microsoft Office, Fixed Income, Back Office, Strategic Financial..., Risk Management, Trading, Project Planning, MS Office Suite, Business Management, Product Development, Cognos, Open Workbench, Business Process..., Budget Preparation, Budgeting, FX, CA Clarity, Green Belt, Project Portfolio..., Financial Services, Project Management, Vendor Management, Investment Banking, PMP, Options, Business Requirements, Patents, Portfolio Management, Requirements Gathering, Financial Risk
Education
University of Michigan 1980 — 1982
MBA, Finance, International Business
The George Washington University 2006 — 2010
Associate Certificate, Project Management
Colby College 1976 — 1980
AB, Economics, Mathematics
Burlington County College 2013 — 2013
Training, Lean Six Sigma Green Belt
James Madison University 1975 — 1976
Math
Harrisonburg High School 1972 — 1976
High School Diploma, College Preparation
Jeff Scoten's HSBC Securities Experience 2007 - 2011
Job Investment Advisor, VicePresident with National Bank Financial
Industry Financial Services
Experience
National Bank Financial 2012 - Present
HSBC Securities 2007 - 2011
CIBC Wood Gundy 1997 - 2007
Skills
Canadian Investment..., Certified Financial..., Financial Management..., Chartered Strategic..., Fellow of the Canadian..., Insurance Agent
Education
British Columbia Institute of Technology 1995 — 1996
The University of British Columbia 1991 — 1995
Sentinel Secondary
National Bank Financial 2012 - Present
HSBC Securities 2007 - 2011
CIBC Wood Gundy 1997 - 2007
Skills
Canadian Investment..., Certified Financial..., Financial Management..., Chartered Strategic..., Fellow of the Canadian..., Insurance Agent
Education
British Columbia Institute of Technology 1995 — 1996
The University of British Columbia 1991 — 1995
Sentinel Secondary
David Wolkoff David Wolkoff's HSBC Securities Experience August 2012 - September 2013
Job Director Corporate Finance at Caesars Entertainment Corporation
Industry Hospitality
Experience
Caesars Entertainment Corporation September 2013 - Present
HSBC Securities August 2012 - September 2013
Columbia Business School August 2010 - May 2012
HSBC Securities June 2011 - August 2011
Caesars Entertainment Corporation January 2008 - December 2010
Caesars Entertainment Corporation January 2010 - July 2010
Bob Casey for United States Senate August 2005 - January 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Investments, Business Strategy, Finance, Strategy, Venture Capital, Portfolio Management, Bloomberg, Emerging Markets, Mergers & Acquisitions, Analysis, Derivatives, Management, Options, Analytics, Microsoft Excel, Fixed Income, Data Analysis, Forecasting
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Dartmouth College 2001 — 2005
BA, Philosophy
Caesars Entertainment Corporation September 2013 - Present
HSBC Securities August 2012 - September 2013
Columbia Business School August 2010 - May 2012
HSBC Securities June 2011 - August 2011
Caesars Entertainment Corporation January 2008 - December 2010
Caesars Entertainment Corporation January 2010 - July 2010
Bob Casey for United States Senate August 2005 - January 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Investments, Business Strategy, Finance, Strategy, Venture Capital, Portfolio Management, Bloomberg, Emerging Markets, Mergers & Acquisitions, Analysis, Derivatives, Management, Options, Analytics, Microsoft Excel, Fixed Income, Data Analysis, Forecasting
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Dartmouth College 2001 — 2005
BA, Philosophy
Lesley Eydenberg Bouvier Lesley Eydenberg Bouvier's HSBC Securities Experience 2001 - 2003
Job Active fixed income, equities and private equity investor
Industry Investment Management
Experience
Fidelity Investments 2003 - 2009
HSBC Securities 2001 - 2003
Visible Markets 2000 - 2001
JPMorgan Chase 1995 - 2000
Federal Reserve Bank of Boston 1991 - 1993
Skills
Portfolio Management, Capital Markets, Financial Reporting, Equities, Bloomberg, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Colby College 1987 — 1991
BA Economics
Fidelity Investments 2003 - 2009
HSBC Securities 2001 - 2003
Visible Markets 2000 - 2001
JPMorgan Chase 1995 - 2000
Federal Reserve Bank of Boston 1991 - 1993
Skills
Portfolio Management, Capital Markets, Financial Reporting, Equities, Bloomberg, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Colby College 1987 — 1991
BA Economics
Douglas Drehwing Douglas Drehwing's HSBC Securities Experience February 2011 - Present
Job Financial Consultant, Santander Investment Securities
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES September 2015 - Present
HSBC Securities February 2011 - Present
JPMorgan Chase September 2007 - January 2011
JPMorgan Chase December 2005 - September 2007
newstyle media 1996 - 2005
Education
California State University-Fullerton 2000 — 2005
Fullerton College
Liberal Arts
SANTANDER INVESTMENT SECURITIES September 2015 - Present
HSBC Securities February 2011 - Present
JPMorgan Chase September 2007 - January 2011
JPMorgan Chase December 2005 - September 2007
newstyle media 1996 - 2005
Education
California State University-Fullerton 2000 — 2005
Fullerton College
Liberal Arts
Andre Glenn Andre Glenn's HSBC Securities Experience March 2010 - September 2011
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Ipreo 2012 - Present
HSBC Securities March 2010 - September 2011
HSBC Securities November 2004 - March 2010
DoubleClick Inc. December 1998 - September 2003
CCH Legal Information Services September 1996 - December 1998
Olympus America Inc August 1993 - September 1996
Research International May 1989 - August 1993
BSB Advertising March 1987 - May 1989
Skills
XML, Java, SQL, Sybase, Oracle, C, Message Queue, TIBCO Rendezvous, ActiveMQ, SOA, C#, Web Services, Java Enterprise Edition, C++, WCF, Spring
Education
Carnegie Mellon University
BS
Ipreo 2012 - Present
HSBC Securities March 2010 - September 2011
HSBC Securities November 2004 - March 2010
DoubleClick Inc. December 1998 - September 2003
CCH Legal Information Services September 1996 - December 1998
Olympus America Inc August 1993 - September 1996
Research International May 1989 - August 1993
BSB Advertising March 1987 - May 1989
Skills
XML, Java, SQL, Sybase, Oracle, C, Message Queue, TIBCO Rendezvous, ActiveMQ, SOA, C#, Web Services, Java Enterprise Edition, C++, WCF, Spring
Education
Carnegie Mellon University
BS
Barb Moret Barb Moret's HSBC Securities Experience March 2000 - November 2001
Job
Industry Investment Banking
Experience
eFront November 2011 - March 2013
Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2001 - July 2008
HSBC Securities March 2000 - November 2001
MBSCC August 1998 - March 2000
Andersen Consulting July 1995 - June 1998
Skills
Vendor Management, Risk Management, Project Planning, Change Management, Team Building, Project Portfolio..., Project Management, Business Strategy, Process Engineering, Integration, SDLC, Business Process
Education
American Museum of Natural History 2010 — 2010
N.A., Genetics, Genomics, Genethics
University of Cincinnati College of Medicine 2010 — 2010
N.A., Embryology
Brookdale Community College 2009 — 2010
N.A., Chemistry, Biology, Psychology
Northwestern University 1990 — 1994
Bachelor of Arts, Mathematics
eFront November 2011 - March 2013
Bank of Tokyo-Mitsubishi UFJ, Ltd. December 2001 - July 2008
HSBC Securities March 2000 - November 2001
MBSCC August 1998 - March 2000
Andersen Consulting July 1995 - June 1998
Skills
Vendor Management, Risk Management, Project Planning, Change Management, Team Building, Project Portfolio..., Project Management, Business Strategy, Process Engineering, Integration, SDLC, Business Process
Education
American Museum of Natural History 2010 — 2010
N.A., Genetics, Genomics, Genethics
University of Cincinnati College of Medicine 2010 — 2010
N.A., Embryology
Brookdale Community College 2009 — 2010
N.A., Chemistry, Biology, Psychology
Northwestern University 1990 — 1994
Bachelor of Arts, Mathematics
Natalie Raymond Natalie Raymond's HSBC Securities Experience 1997 - 2003
Job Marketing at OptoElectronic Components
Industry Electrical/Electronic Manufacturing
Experience
OptoElectronic Components October 2003 - Present
HSBC Securities 1997 - 2003
Merrill Lynch / Midland Walwyn Capital 1994 - 1997
AmeriCanada Tours 1992 - 1994
Bell 1990 - 1992
Skills
Team Leadership, Project Management, VBA, Matlab, Sales Management, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Business Analysis, Product Development
Education
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Canadian Securities Course
Concordia University 1989 — 1991
BAC, Modern Languages
Cegep de Maisonneuve 1986 — 1988
DEC, Lettres
OptoElectronic Components October 2003 - Present
HSBC Securities 1997 - 2003
Merrill Lynch / Midland Walwyn Capital 1994 - 1997
AmeriCanada Tours 1992 - 1994
Bell 1990 - 1992
Skills
Team Leadership, Project Management, VBA, Matlab, Sales Management, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Business Analysis, Product Development
Education
Canadian Securities Institute 1994 — 1995
Canadian Securities Course, Canadian Securities Course
Concordia University 1989 — 1991
BAC, Modern Languages
Cegep de Maisonneuve 1986 — 1988
DEC, Lettres
Kenny Eng Kenny Eng's HSBC Securities Experience 2010 - 2012
Job Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. 2013 - Present
iMentor 2002 - Present
RBC Capital Markets 2012 - 2012
HSBC Securities 2010 - 2012
Barclays Capital 2009 - 2010
Citigroup 1997 - 2009
Bankers Trust 1995 - 1997
Education
Carnegie Mellon University
BSc, Dual Major, Industrial Management and Economics
Stuyvesant High School
Angelo, Gordon & Co. 2013 - Present
iMentor 2002 - Present
RBC Capital Markets 2012 - 2012
HSBC Securities 2010 - 2012
Barclays Capital 2009 - 2010
Citigroup 1997 - 2009
Bankers Trust 1995 - 1997
Education
Carnegie Mellon University
BSc, Dual Major, Industrial Management and Economics
Stuyvesant High School
Peter Ahrens Peter Ahrens's HSBC Securities Experience 1997 - 2009
Job Senior Executive Operations | Sales | Marketing
Industry Financial Services
Experience
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Five Star Investment Services (FSIS) 2011 - Present
Key Private Bank 2009 - 2011
HSBC Securities 1997 - 2009
HSBC 1997 - 2001
American Express Financial Advisors 1991 - 1997
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Advisory, Banking, Management, Financial Analysis, Risk Management, Credit, Mergers & Acquisitions, Commercial Banking, Financial Services, Insurance, Wealth Management, Retail Banking, Loans, Financial Planning, Financial Risk, Relationship Management, Credit Analysis, Strategic Planning, Leadership, Finance, Strategy
Education
Canisius College
Bachelor of Arts (B.A.), Organizational Communications
Jeremy Woo Jeremy Woo's HSBC Securities Experience June 1998 - October 2001
Job Officer ITS Planning at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ 2012 - Present
KDDI America January 2004 - October 2012
Bank of Tokyo-Mitsubishi UFJ October 2001 - December 2003
HSBC Securities June 1998 - October 2001
Skills
ITIL, Business Analysis, Analysis, SOA, Help Desk Support, Systems Analysis, Troubleshooting, Disaster Recovery, Banking, IT Strategy, IT Service Management
Education
City University of New York-College of Staten Island 1996 — 1998
Computer Science
Bank of Tokyo-Mitsubishi UFJ 2012 - Present
KDDI America January 2004 - October 2012
Bank of Tokyo-Mitsubishi UFJ October 2001 - December 2003
HSBC Securities June 1998 - October 2001
Skills
ITIL, Business Analysis, Analysis, SOA, Help Desk Support, Systems Analysis, Troubleshooting, Disaster Recovery, Banking, IT Strategy, IT Service Management
Education
City University of New York-College of Staten Island 1996 — 1998
Computer Science
Meghan Joyce's HSBC Securities Experience October 2011 - February 2013
Job Business Analyst at HSBC
Industry Information Technology and Services
Experience
HSBC September 2014 - Present
HSBC February 2013 - September 2014
HSBC Securities October 2011 - February 2013
Canisius College 2008 - 2012
University of Alabama at Birmingham 2011 - 2011
West Herr Automotive Group 2010 - 2011
Skills
PowerPoint, Databases, SQL, Microsoft Office, Microsoft Word, Time Management, COBOL, Mainframe, Microsoft Excel, Wordpress, Access, FTK, RSA SecurID, Bramble, ADP, Blogging, Customer Service, Visio, Lotus Notes, Analysis, Programming
Education
Canisius College 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Computer Science & Forensics, Summa Cum Laude; 3.89/4.0
Lorenzo De'Medici 2010 — 2010
Study Abroad
Lancaster High School 2004 — 2008
Advanced Regent's Diploma, Top 10 of Class
HSBC September 2014 - Present
HSBC February 2013 - September 2014
HSBC Securities October 2011 - February 2013
Canisius College 2008 - 2012
University of Alabama at Birmingham 2011 - 2011
West Herr Automotive Group 2010 - 2011
Skills
PowerPoint, Databases, SQL, Microsoft Office, Microsoft Word, Time Management, COBOL, Mainframe, Microsoft Excel, Wordpress, Access, FTK, RSA SecurID, Bramble, ADP, Blogging, Customer Service, Visio, Lotus Notes, Analysis, Programming
Education
Canisius College 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Computer Science & Forensics, Summa Cum Laude; 3.89/4.0
Lorenzo De'Medici 2010 — 2010
Study Abroad
Lancaster High School 2004 — 2008
Advanced Regent's Diploma, Top 10 of Class
John Zaia John Zaia's HSBC Securities Experience April 2007 - April 2012
Job SVP, Group Executive, Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management February 2014 - Present
Citibank, NA May 2012 - February 2014
HSBC Securities April 2007 - April 2012
Prudential Financial January 1989 - April 2007
Skills
Mutual Funds, Managed Accounts, Insurance Planning, Investments, Estate Planning, Business Development, Wealth Management, Qualified Retirement..., Retirement Planning, Project Management, Engineering Change..., Wealth, Credit, Wealth Management..., Mortgage Lending, Recruiting, Relationship Management, High Net Worth..., Commercial Banking, Financial Planners, Alternative Investments, Leadership, Strategic Financial..., Series 7, Insurance, Managing Accounts, Financial Advisory, Management, Banking, Financial Services, FINRA, Securities, Retirement, Investment Advisory, Asset Allocation, Series 65, Investment Strategies, IRAs, Finance, Bonds, 401k, Series 24, CRM, Private Banking, Asset Management, Loans, Equities, ETFs, Variable Annuities, Portfolio Management
Education
Brooklyn College 1985 — 1989
Bachelor of Science (BS), Busienss, Management and Finance
Citi Personal Wealth Management February 2014 - Present
Citibank, NA May 2012 - February 2014
HSBC Securities April 2007 - April 2012
Prudential Financial January 1989 - April 2007
Skills
Mutual Funds, Managed Accounts, Insurance Planning, Investments, Estate Planning, Business Development, Wealth Management, Qualified Retirement..., Retirement Planning, Project Management, Engineering Change..., Wealth, Credit, Wealth Management..., Mortgage Lending, Recruiting, Relationship Management, High Net Worth..., Commercial Banking, Financial Planners, Alternative Investments, Leadership, Strategic Financial..., Series 7, Insurance, Managing Accounts, Financial Advisory, Management, Banking, Financial Services, FINRA, Securities, Retirement, Investment Advisory, Asset Allocation, Series 65, Investment Strategies, IRAs, Finance, Bonds, 401k, Series 24, CRM, Private Banking, Asset Management, Loans, Equities, ETFs, Variable Annuities, Portfolio Management
Education
Brooklyn College 1985 — 1989
Bachelor of Science (BS), Busienss, Management and Finance
Chae Lin Suh Chae Lin Suh's HSBC Securities Experience February 2011 - July 2011
Job Gallery Intern at Cade Tompkins Project
Industry
Experience
Cade Tompkins Project February 2013 - Present
HSBC Securities February 2011 - July 2011
Education
Brown University 2011 — 2015
Cade Tompkins Project February 2013 - Present
HSBC Securities February 2011 - July 2011
Education
Brown University 2011 — 2015
Leyla Milman Leyla Milman's HSBC Securities Experience April 2009 - August 2010
Job KYC Refresh Team Lead at Citi
Industry Banking
Experience
Citi September 2013 - Present
Citi December 2011 - June 2013
ING Financial Markets LLC October 2010 - December 2011
HSBC Securities April 2009 - August 2010
Skills
AML, Capital Markets, Derivatives, Investment Banking, KYC, OFAC
Education
City University of New York-Brooklyn College
Bachelor of Science, Finance
Citi September 2013 - Present
Citi December 2011 - June 2013
ING Financial Markets LLC October 2010 - December 2011
HSBC Securities April 2009 - August 2010
Skills
AML, Capital Markets, Derivatives, Investment Banking, KYC, OFAC
Education
City University of New York-Brooklyn College
Bachelor of Science, Finance
Sandra Cruz Sandra Cruz's HSBC Securities Experience 2000 - 2007
Job AVP, Human Resources at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada 2007 - Present
HSBC Securities 2000 - 2007
Toronto Stock Exchange 1998 - 2000
OTPP 1993 - 1998
Education
University of Toronto - Rotman School of Management
Advanced Program in Human Resources Management
Carleton University
BA in Sociology & Criminology
HSBC Bank Canada 2007 - Present
HSBC Securities 2000 - 2007
Toronto Stock Exchange 1998 - 2000
OTPP 1993 - 1998
Education
University of Toronto - Rotman School of Management
Advanced Program in Human Resources Management
Carleton University
BA in Sociology & Criminology
Ray Esposito Ray Esposito's HSBC Securities Experience February 2004 - September 2008
Job Retail Brokerage Sales Leader
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
TD Ameritrade April 2010 - October 2011
Banc of America Investments September 2008 - January 2009
HSBC Securities February 2004 - September 2008
Republic Financial Services 1995 - 2000
Skills
Series 7, Life Insurance, Wealth, Wealth Management..., Separately Managed..., Insurance, Relationship Management, Financial Services, Series 65, FINRA, Series 24, Sales, Recruiting, Leadership
Education
City University of New York-Brooklyn College 1986 — 1991
TD Ameritrade April 2009 - Present
TD Ameritrade April 2010 - October 2011
Banc of America Investments September 2008 - January 2009
HSBC Securities February 2004 - September 2008
Republic Financial Services 1995 - 2000
Skills
Series 7, Life Insurance, Wealth, Wealth Management..., Separately Managed..., Insurance, Relationship Management, Financial Services, Series 65, FINRA, Series 24, Sales, Recruiting, Leadership
Education
City University of New York-Brooklyn College 1986 — 1991
Emile Avanessian Emile Avanessian's HSBC Securities Experience April 2013 - September 2013
Job Virtual Economy Analyst Take2 Interactive
Industry Writing and Editing
Experience
Take-Two Interactive Software, Inc. September 2013 - Present
Hardwood Hype January 2007 - April 2014
HSBC Securities April 2013 - September 2013
IPSA International June 2012 - October 2012
ICS Risk Advisors September 2011 - May 2012
Promontory Financial Group, LLC June 2011 - July 2011
Track Research May 2009 - April 2011
Goldman Sachs January 2008 - March 2009
Bleacher Report January 2009 - February 2009
Citigroup August 2006 - November 2007
Skills
Financial Modeling, Equity Research, Bloomberg, Market Research, Tumblr, Wordpress, Capital IQ, Due Diligence, Industry Research, Casino Gaming, KYC, AML, SAR, WordPress, Equities, Finance, Emerging Markets, Strategy, Hedge Funds, Social Media, Analysis, Competitive Analysis, Investment Banking, Portfolio Management, Blogging, CRM, Banking, Capital Markets, Risk Management, Investments, Financial Services, Corporate Finance, Management, Securities
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
California State University-Los Angeles 1997 — 2002
Bachelor's, Finance
Take-Two Interactive Software, Inc. September 2013 - Present
Hardwood Hype January 2007 - April 2014
HSBC Securities April 2013 - September 2013
IPSA International June 2012 - October 2012
ICS Risk Advisors September 2011 - May 2012
Promontory Financial Group, LLC June 2011 - July 2011
Track Research May 2009 - April 2011
Goldman Sachs January 2008 - March 2009
Bleacher Report January 2009 - February 2009
Citigroup August 2006 - November 2007
Skills
Financial Modeling, Equity Research, Bloomberg, Market Research, Tumblr, Wordpress, Capital IQ, Due Diligence, Industry Research, Casino Gaming, KYC, AML, SAR, WordPress, Equities, Finance, Emerging Markets, Strategy, Hedge Funds, Social Media, Analysis, Competitive Analysis, Investment Banking, Portfolio Management, Blogging, CRM, Banking, Capital Markets, Risk Management, Investments, Financial Services, Corporate Finance, Management, Securities
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
California State University-Los Angeles 1997 — 2002
Bachelor's, Finance
Anthony Mboya Anthony Mboya's HSBC Securities Experience March 2013 - December 2013
Job Operational Risk Manager
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
HSBC Securities March 2013 - December 2013
Capco 2009 - February 2013
Ardour Capital Investments May 2008 - December 2009
Boies, Schiller & Flexner LLP March 2003 - August 2006
Skills
Financial Modeling, Dodd-Frank, Valuation, Project Management, Credit Analysis, Research, Business Strategy, Analysis, Business Analysis, Program Management, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Corporate Development, Asset Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Business Process..., Investment Banking
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting
Columbia University in the City of New York 1997 — 2001
BA, History
Deutsche Bank January 2014 - Present
HSBC Securities March 2013 - December 2013
Capco 2009 - February 2013
Ardour Capital Investments May 2008 - December 2009
Boies, Schiller & Flexner LLP March 2003 - August 2006
Skills
Financial Modeling, Dodd-Frank, Valuation, Project Management, Credit Analysis, Research, Business Strategy, Analysis, Business Analysis, Program Management, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Corporate Development, Asset Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Business Process..., Investment Banking
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting
Columbia University in the City of New York 1997 — 2001
BA, History
Stacey David, MBA's HSBC Securities Experience August 2013 - September 2014
Job GFCC, Compliance Manager AML Investigations
Industry Banking
Experience
J.P. Morgan May 2015 - Present
HSBC Technology & Services USA September 2014 - May 2015
HSBC Securities August 2013 - September 2014
JPMorgan Chase / Treasury Securities Services January 2013 - August 2013
HSBC Securities USA Inc May 2011 - December 2012
Sumitomo Mitsui Banking Corporation December 2008 - May 2011
PricewaterhouseCoopers 2010 - 2010
The Bank of New York Mellon September 1995 - December 2008
Skills
KYC, AML, Compliance, OFAC, BSA, Due Diligence, USA PATRIOT Act, Quality Assurance, Bank Secrecy Act, Financial Risk, Internal Audit, Banking, Financial Services, Policy, Asset Management, Sanction, Securities, Fraud, Analysis, Finance, Operational Risk, Financial Regulation, Anti Money Laundering, Financial Institutions, Hedge Funds, Trading, Capital Markets, FINRA, Operational Risk..., Back Office, Middle Office, Risk Management, Credit Risk, Equities, Fixed Income, Investment Banking
Education
Capella University 2010 — 2011
Masters, General Business Administration
Berkeley College 2007 — 2010
Bachelor, Accounting
J.P. Morgan May 2015 - Present
HSBC Technology & Services USA September 2014 - May 2015
HSBC Securities August 2013 - September 2014
JPMorgan Chase / Treasury Securities Services January 2013 - August 2013
HSBC Securities USA Inc May 2011 - December 2012
Sumitomo Mitsui Banking Corporation December 2008 - May 2011
PricewaterhouseCoopers 2010 - 2010
The Bank of New York Mellon September 1995 - December 2008
Skills
KYC, AML, Compliance, OFAC, BSA, Due Diligence, USA PATRIOT Act, Quality Assurance, Bank Secrecy Act, Financial Risk, Internal Audit, Banking, Financial Services, Policy, Asset Management, Sanction, Securities, Fraud, Analysis, Finance, Operational Risk, Financial Regulation, Anti Money Laundering, Financial Institutions, Hedge Funds, Trading, Capital Markets, FINRA, Operational Risk..., Back Office, Middle Office, Risk Management, Credit Risk, Equities, Fixed Income, Investment Banking
Education
Capella University 2010 — 2011
Masters, General Business Administration
Berkeley College 2007 — 2010
Bachelor, Accounting
William Savage William Savage's HSBC Securities Experience 2009 - 2010
Job Credit Risk Analyst MetLife
Industry Financial Services
Experience
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
Laura Keith Laura Keith's HSBC Securities Experience November 2010 - November 2011
Job Administrative Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
Viveka Purandare Viveka Purandare's HSBC Securities Experience June 2013 - Present
Job Senior Associate Financial Services at Strategy&
Industry Public Policy
Experience
Strategy&, part of the PwC network July 2015 - Present
HSBC Securities June 2013 - Present
Acumen Fund May 2012 - August 2012
HSBC Bank UK August 2008 - August 2011
World Health Organization August 2007 - October 2007
PwC India June 2007 - August 2007
Skills
Policy Analysis, Financial Modeling, International..., Stata, Corporate Finance, Economic Development, International Economics, Public Policy, Financial Analysis, Emerging Markets, Leveraged Finance, Credit Analysis
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), International Finance and Economic Policy
Trinity College, Dublin 2004 — 2008
Bachelor of Arts (B.A.), Economics and Social Studies
Georgetown University 2006 — 2007
Study Abroad, Economics and Business Studies
Cathedral and John Connon School 2002 — 2004
I.S.C, Commerce
Strategy&, part of the PwC network July 2015 - Present
HSBC Securities June 2013 - Present
Acumen Fund May 2012 - August 2012
HSBC Bank UK August 2008 - August 2011
World Health Organization August 2007 - October 2007
PwC India June 2007 - August 2007
Skills
Policy Analysis, Financial Modeling, International..., Stata, Corporate Finance, Economic Development, International Economics, Public Policy, Financial Analysis, Emerging Markets, Leveraged Finance, Credit Analysis
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), International Finance and Economic Policy
Trinity College, Dublin 2004 — 2008
Bachelor of Arts (B.A.), Economics and Social Studies
Georgetown University 2006 — 2007
Study Abroad, Economics and Business Studies
Cathedral and John Connon School 2002 — 2004
I.S.C, Commerce
Alexandre Douville Alexandre Douville's HSBC Securities Experience April 2011 - November 2011
Job Seeking a career in a dynamic creative field
Industry Marketing and Advertising
Experience
Self Employed April 2013 - Present
CIBC Wood Gundy November 2012 - April 2013
CIBC Wood Gundy November 2011 - November 2012
John Molson Human Resources Association November 2011 - May 2012
HSBC Securities April 2011 - November 2011
HSBC Bank Canada May 2008 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Customer Service, Marketing Communications, Social Media, Teamwork, Event Management, Microsoft Word, French, Outlook, Public Relations, Access, Marketing Strategy, Management, Team Leadership, Training, Sales
Education
Concordia University 2009 — 2012
Bachelor's, Management
Akita Chuo High School 2006 — 2007
AFS International Student Exchange, Promoting international cooperation and understanding
Self Employed April 2013 - Present
CIBC Wood Gundy November 2012 - April 2013
CIBC Wood Gundy November 2011 - November 2012
John Molson Human Resources Association November 2011 - May 2012
HSBC Securities April 2011 - November 2011
HSBC Bank Canada May 2008 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Customer Service, Marketing Communications, Social Media, Teamwork, Event Management, Microsoft Word, French, Outlook, Public Relations, Access, Marketing Strategy, Management, Team Leadership, Training, Sales
Education
Concordia University 2009 — 2012
Bachelor's, Management
Akita Chuo High School 2006 — 2007
AFS International Student Exchange, Promoting international cooperation and understanding
Jason J. Topi Jason J. Topi's HSBC Securities Experience April 2009 - November 2009
Job Vice President/Financial Consultant
Industry Financial Services
Experience
M. Griffith Investment Services, Inc. November 2009 - Present
HSBC Securities April 2009 - November 2009
Merrill Lynch June 2007 - February 2009
Skills
Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Health Insurance, Nonprofits, Equities, Wealth Management
Education
Hamilton College
Bachelor's degree, Political Science and Government
College for Financial Planning
Chartered Retirement Planning Counselor
M. Griffith Investment Services, Inc. November 2009 - Present
HSBC Securities April 2009 - November 2009
Merrill Lynch June 2007 - February 2009
Skills
Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Health Insurance, Nonprofits, Equities, Wealth Management
Education
Hamilton College
Bachelor's degree, Political Science and Government
College for Financial Planning
Chartered Retirement Planning Counselor
Dave Mashall Dave Mashall's HSBC Securities Experience October 1995 - December 2002
Job Student at Christian Theological Seminary
Industry Religious Institutions
Experience
Christian Theological Seminary September 2012 - Present
United Church of Christ 2011 - 2013
HSBC Securities October 1995 - December 2002
USAF RETIRED 1967 - 1992
United States Air Force 1967 - 1992
Education
Christian Theological Seminary 2010 — 2014
Ministry
Christian Theological Seminary September 2012 - Present
United Church of Christ 2011 - 2013
HSBC Securities October 1995 - December 2002
USAF RETIRED 1967 - 1992
United States Air Force 1967 - 1992
Education
Christian Theological Seminary 2010 — 2014
Ministry
Joshua Livingstone Joshua Livingstone's HSBC Securities Experience November 2010 - June 2012
Job Associate at Equity International
Industry Financial Services
Experience
Equity International July 2014 - Present
Equity International January 2013 - December 2013
HSBC Securities November 2010 - June 2012
HSBC Securities August 2008 - November 2010
HSBC Securities May 2007 - August 2007
Analistas Financieros Internacionales January 2007 - May 2007
Citi May 2006 - August 2006
Skills
Financial Modeling, Valuation, Latin America, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
Bachelor of Arts, Mathematical Economics, Hispanic Studies
Stuyvesant High School 2000 — 2004
Equity International July 2014 - Present
Equity International January 2013 - December 2013
HSBC Securities November 2010 - June 2012
HSBC Securities August 2008 - November 2010
HSBC Securities May 2007 - August 2007
Analistas Financieros Internacionales January 2007 - May 2007
Citi May 2006 - August 2006
Skills
Financial Modeling, Valuation, Latin America, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
Bachelor of Arts, Mathematical Economics, Hispanic Studies
Stuyvesant High School 2000 — 2004
Andrea Lenox Andrea Lenox's HSBC Securities Experience July 2005 - February 2008
Job Director, Treasury Risk at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Hyundai Capital America February 2015 - Present
Union Bank November 2010 - February 2015
Nissan North America April 2009 - November 2010
Citigroup - The Student Loan Corporation February 2008 - April 2009
HSBC Securities July 2005 - February 2008
Countrywide Securities Corporation August 2004 - July 2005
Lehman Brothers August 2001 - August 2004
First Alliance Mortgage Company February 1994 - June 1999
Skills
Valuation, Derivatives, Capital Markets, Finance, Portfolio Management, Fixed Income, Financial Modeling, Structured Finance, Mortgage Lending, ALM, Treasury, Treasury Management, Investment Banking, Financial Structuring, Credit Analysis, Financial Reporting, Credit, Financial Risk, Credit Risk, Banking, Bloomberg, Loans, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Concentrations in Economics, Entrepreneurship, and Finance
California State University-Fullerton 1990 — 1994
B.A., Business Administration - Concentration in Finance
Patrick Devaney Patrick Devaney's HSBC Securities Experience 2013 - Present
Job Operational Risk Management
Industry Financial Services
Experience
HSBC Securities 2013 - Present
RBS Global Banking & Markets 2010 - 2013
Goldman Sachs & Co November 1996 - August 2009
M. W. Marshalls April 1996 - October 1996
UNDP January 1993 - May 1995
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, Risk Management, Hedge Funds, Management, Trading Systems, Trading
Education
Baruch College, CUNY 2009 — 2011
Degree Post-Bachelors
Columbia University in the City of New York 1990 — 1995
BA, Liberal Arts - History
Saint Mary's High School (Manhasset) 1986 — 1990
High School, Academic
Spanish language course
HSBC Securities 2013 - Present
RBS Global Banking & Markets 2010 - 2013
Goldman Sachs & Co November 1996 - August 2009
M. W. Marshalls April 1996 - October 1996
UNDP January 1993 - May 1995
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, Risk Management, Hedge Funds, Management, Trading Systems, Trading
Education
Baruch College, CUNY 2009 — 2011
Degree Post-Bachelors
Columbia University in the City of New York 1990 — 1995
BA, Liberal Arts - History
Saint Mary's High School (Manhasset) 1986 — 1990
High School, Academic
Spanish language course
Rosiland Davis Rosiland Davis's HSBC Securities Experience July 2011 - May 2012
Job Claims Analyst II at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Nordstrom September 2012 - August 2014
Worldwide Group Travel & Events 2012 - June 2014
HSBC Securities July 2011 - May 2012
HSBC Card Services January 2010 - January 2011
HSBC Card Services January 2005 - January 2011
JPMorgan Chase January 2000 - January 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, QuickBooks, Windows, FDR, Software Documentation, Training, Analysis, Customer Service
Education
Community College of Philadelphia
Associate's degree, Computer Science
Bank of America August 2014 - Present
Nordstrom September 2012 - August 2014
Worldwide Group Travel & Events 2012 - June 2014
HSBC Securities July 2011 - May 2012
HSBC Card Services January 2010 - January 2011
HSBC Card Services January 2005 - January 2011
JPMorgan Chase January 2000 - January 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, QuickBooks, Windows, FDR, Software Documentation, Training, Analysis, Customer Service
Education
Community College of Philadelphia
Associate's degree, Computer Science
Kyle Gwyn-Williams, CFA Kyle Gwyn-Williams, CFA's HSBC Securities Experience August 2010 - October 2011
Job Global Banking Financial Institutions Group at HSBC
Industry Banking
Experience
HSBC Global Banking and Markets September 2014 - Present
HSBC October 2011 - September 2014
HSBC Securities August 2010 - October 2011
HSBC Securities July 2009 - September 2010
Skills
Capital Markets, Fixed Income, Series 7, Bloomberg, Investment Banking, Series 63, Equities, Securities, Financial Analysis
Education
National Taiwan University 2007 — 2008
Chinese Language and Literature
College of the Holy Cross 2003 — 2007
BA, Economics, Chinese Language and Civilization
HSBC Global Banking and Markets September 2014 - Present
HSBC October 2011 - September 2014
HSBC Securities August 2010 - October 2011
HSBC Securities July 2009 - September 2010
Skills
Capital Markets, Fixed Income, Series 7, Bloomberg, Investment Banking, Series 63, Equities, Securities, Financial Analysis
Education
National Taiwan University 2007 — 2008
Chinese Language and Literature
College of the Holy Cross 2003 — 2007
BA, Economics, Chinese Language and Civilization
Eric Norberg's HSBC Securities Experience 1998 - 2000
Job Senior Vice President, IT Service Management and Business Operations
Industry Financial Services
Experience
Citi March 2014 - Present
Deutsche Bank November 2010 - March 2014
JP Morgan Chase 2009 - May 2010
TD Ameritrade April 2008 - March 2009
Merrill Lynch June 2005 - September 2007
Barclays Capital 2004 - 2006
Goldman Sachs January 2002 - December 2003
J H Whitney 2000 - 2001
HSBC Securities 1998 - 2000
Productivity Point International January 1997 - January 1999
Skills
ITIL, Program Management, Data Center, Outsourcing, Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Business Analysis, SDLC, Business Continuity, Financial Services, IT Management, IT Service Management, IT Operations, Service Delivery, Infrastructure, Change Management, Governance, Process Improvement, Offshoring, Relationship Management, Release Management, Incident Management, Team Leadership, IT Audit, Virtualization, Information Technology, Security, Business Transformation, Service Management, Strategy, Management, Business Process, Project Management, Project Delivery, Project Portfolio..., PMO
Education
Pace University 2001 — 2003
MS, Information Systems
Nanjing University 1994 — 1995
Chinese
City University of New York 1990 — 1994
BA, International Business
NanZenKai Tokyo Karate
Citi March 2014 - Present
Deutsche Bank November 2010 - March 2014
JP Morgan Chase 2009 - May 2010
TD Ameritrade April 2008 - March 2009
Merrill Lynch June 2005 - September 2007
Barclays Capital 2004 - 2006
Goldman Sachs January 2002 - December 2003
J H Whitney 2000 - 2001
HSBC Securities 1998 - 2000
Productivity Point International January 1997 - January 1999
Skills
ITIL, Program Management, Data Center, Outsourcing, Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Business Analysis, SDLC, Business Continuity, Financial Services, IT Management, IT Service Management, IT Operations, Service Delivery, Infrastructure, Change Management, Governance, Process Improvement, Offshoring, Relationship Management, Release Management, Incident Management, Team Leadership, IT Audit, Virtualization, Information Technology, Security, Business Transformation, Service Management, Strategy, Management, Business Process, Project Management, Project Delivery, Project Portfolio..., PMO
Education
Pace University 2001 — 2003
MS, Information Systems
Nanjing University 1994 — 1995
Chinese
City University of New York 1990 — 1994
BA, International Business
NanZenKai Tokyo Karate
Stephanie M. Lee Stephanie M. Lee's HSBC Securities Experience 2010 - 2012
Job Business Development Manager at BCA Research
Industry Financial Services
Experience
BCA Research 2015 - Present
UBS Investment Bank 2012 - 2014
HSBC Securities 2010 - 2012
iShares, Barclays Global Investors (currently BlackRock) 2009 - 2009
Kissinger McLarty Associates (currently McLarty Associates) 2005 - 2007
U.S. Senate, Office of Senator Dianne Feinstein 2003 - 2005
Skills
Financial Modeling, Economics, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Valuation, Fixed Income, Equities, Investments, Strategic Planning, Business Strategy, Asset Managment, Program Management, Research, Risk Management, Policy, Derivatives, Project Management, Securities, Financial Services, Banking, Mandarin, International Relations, Strategy, Change Management, Account Management, Client Relations
Education
Columbia University - School of International and Public Affairs
Master's Degree, International Finance Policy
University of California, Davis
BA, Major in East Asian Studies, Minor in Chinese
BCA Research 2015 - Present
UBS Investment Bank 2012 - 2014
HSBC Securities 2010 - 2012
iShares, Barclays Global Investors (currently BlackRock) 2009 - 2009
Kissinger McLarty Associates (currently McLarty Associates) 2005 - 2007
U.S. Senate, Office of Senator Dianne Feinstein 2003 - 2005
Skills
Financial Modeling, Economics, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Valuation, Fixed Income, Equities, Investments, Strategic Planning, Business Strategy, Asset Managment, Program Management, Research, Risk Management, Policy, Derivatives, Project Management, Securities, Financial Services, Banking, Mandarin, International Relations, Strategy, Change Management, Account Management, Client Relations
Education
Columbia University - School of International and Public Affairs
Master's Degree, International Finance Policy
University of California, Davis
BA, Major in East Asian Studies, Minor in Chinese
Whitney Bekkers Whitney Bekkers's HSBC Securities Experience January 2011 - September 2011
Job Associate Planner at TJX Canada/Winners Merchants International L.P.
Industry Consumer Goods
Experience
TJX Canada/Winners Merchants International L.P. September 2015 - Present
TJX Canada/Winners Merchants International L.P. May 2015 - August 2015
TJX Canada/Winners Merchants International L.P. January 2014 - May 2015
Export Development Canada September 2013 - December 2013
104.5 CHUM FM, Bell Media May 2013 - July 2013
The Marilyn Denis Show - CTV/Bell Media December 2012 - May 2013
Carleton University January 2011 - December 2012
Club Monaco May 2012 - August 2012
HSBC Securities January 2011 - September 2011
Canada Border Services Agency May 2010 - September 2010
Skills
Time Management, Microsoft Excel, Data Analysis, High Organizational..., Team-oriented, Research, Social Media, Highly personable, Report Writing Skills, Multi Tasking, Event Planning, Customer Service, Fashion, Self-management, Event Management, Sales, Teamwork, Microsoft Word, Marketing Strategy
Education
Carleton University 2008 — 2012
Bachelor of Commerce (B.Com.), Concentration in Marketing, Minor in Psychology, Co-op Option
St. Mark High School 2002 — 2008
TJX Canada/Winners Merchants International L.P. September 2015 - Present
TJX Canada/Winners Merchants International L.P. May 2015 - August 2015
TJX Canada/Winners Merchants International L.P. January 2014 - May 2015
Export Development Canada September 2013 - December 2013
104.5 CHUM FM, Bell Media May 2013 - July 2013
The Marilyn Denis Show - CTV/Bell Media December 2012 - May 2013
Carleton University January 2011 - December 2012
Club Monaco May 2012 - August 2012
HSBC Securities January 2011 - September 2011
Canada Border Services Agency May 2010 - September 2010
Skills
Time Management, Microsoft Excel, Data Analysis, High Organizational..., Team-oriented, Research, Social Media, Highly personable, Report Writing Skills, Multi Tasking, Event Planning, Customer Service, Fashion, Self-management, Event Management, Sales, Teamwork, Microsoft Word, Marketing Strategy
Education
Carleton University 2008 — 2012
Bachelor of Commerce (B.Com.), Concentration in Marketing, Minor in Psychology, Co-op Option
St. Mark High School 2002 — 2008
Darlene Koller CFP, CIM Darlene Koller CFP, CIM's HSBC Securities Experience January 1998 - October 2011
Job Wealth Advisor, Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2011 - Present
HSBC Securities January 1998 - October 2011
Prospera Credit Union (formerly Fraser Valley Credit Union) October 1991 - December 1997
Skills
Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Alternative Investments, Wealth, Strategic Financial..., Retirement, Financial Planners, Estate Planning, Investment Management, Investments, Financial Planning, Securities, Finance
Education
British Columbia Institute of Technology 1996 — 1998
Associate Certificate, Financial Management and Financial Planning
RBC Dominion Securities October 2011 - Present
HSBC Securities January 1998 - October 2011
Prospera Credit Union (formerly Fraser Valley Credit Union) October 1991 - December 1997
Skills
Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Alternative Investments, Wealth, Strategic Financial..., Retirement, Financial Planners, Estate Planning, Investment Management, Investments, Financial Planning, Securities, Finance
Education
British Columbia Institute of Technology 1996 — 1998
Associate Certificate, Financial Management and Financial Planning
Timothy Murray's HSBC Securities Experience August 2006 - March 2013
Job Business Development Manager at Zignal Labs
Industry Information Technology and Services
Experience
Zignal Labs August 2015 - Present
Zignal Labs February 2014 - Present
salesforce.com June 2013 - February 2014
HSBC Securities August 2006 - March 2013
Bear, Stearns & Co. Inc. July 2004 - August 2006
Skills
Digital Media, Business Development, Analytics, Competitive Analysis, Valuation, Financial Modeling, Business Strategy, Market Research, Start-ups, Strategic Planning, Entrepreneurship, Portfolio Management, Investments, Private Equity, Series 7, Series 63, Bonds, Capital Markets, Bloomberg, Hedge Funds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor's degree, Political Science and Government
Fairfield College Preparatory School
Zignal Labs August 2015 - Present
Zignal Labs February 2014 - Present
salesforce.com June 2013 - February 2014
HSBC Securities August 2006 - March 2013
Bear, Stearns & Co. Inc. July 2004 - August 2006
Skills
Digital Media, Business Development, Analytics, Competitive Analysis, Valuation, Financial Modeling, Business Strategy, Market Research, Start-ups, Strategic Planning, Entrepreneurship, Portfolio Management, Investments, Private Equity, Series 7, Series 63, Bonds, Capital Markets, Bloomberg, Hedge Funds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor's degree, Political Science and Government
Fairfield College Preparatory School
Cara Browne Cara Browne's HSBC Securities Experience July 2011 - April 2012
Job Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp April 2012 - Present
HSBC Securities July 2011 - April 2012
SS&C Technologies September 2009 - July 2011
Advent International November 2005 - June 2008
Skills
Fund Accounting, Alternative Investments, Mutual Funds, Investor Relations, Private Equity, Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Of Funds, Corporate Actions, Fund Administration, Financial Services
Education
Bryant University 2001 — 2005
BS, Business Administration -Finance
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp April 2012 - Present
HSBC Securities July 2011 - April 2012
SS&C Technologies September 2009 - July 2011
Advent International November 2005 - June 2008
Skills
Fund Accounting, Alternative Investments, Mutual Funds, Investor Relations, Private Equity, Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Of Funds, Corporate Actions, Fund Administration, Financial Services
Education
Bryant University 2001 — 2005
BS, Business Administration -Finance
Julie Mikheyeva Julie Mikheyeva's HSBC Securities Experience September 2012 - August 2013
Job Assistant; Investor Relations and Business Development at Blackstone
Industry Executive Office
Experience
The Blackstone Group August 2013 - Present
HSBC Securities September 2012 - August 2013
National Bank of Canada August 2008 - August 2012
Skills
Marketing, Equities, Fixed Income, Capital Markets, Investments
Education
New York University
Certificate in Financial Analysis (SCPS) Courses
Greico Financial Training Institute
Series 7 training courses
City University of New York-Brooklyn College 2005 — 2008
Bachelors, Speech-Language Pathology & Audiology
The Blackstone Group August 2013 - Present
HSBC Securities September 2012 - August 2013
National Bank of Canada August 2008 - August 2012
Skills
Marketing, Equities, Fixed Income, Capital Markets, Investments
Education
New York University
Certificate in Financial Analysis (SCPS) Courses
Greico Financial Training Institute
Series 7 training courses
City University of New York-Brooklyn College 2005 — 2008
Bachelors, Speech-Language Pathology & Audiology
Ron Lambert, CFP Ron Lambert, CFP's HSBC Securities Experience 2004 - 2007
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2012 - Present
HSBC Bank USA 2007 - 2011
HSBC Securities 2004 - 2007
HSBC 1996 - 2004
Skills
Retail Banking, Fixed Annuities, Sales Management, Securities, Insurance, Wealth Management, Mutual Funds, FINRA, Portfolio Management, Financial Services, Credit, Retirement, Financial Risk, Relationship Management, Management, Sales, Leadership, Series 63, Financial Advisory, Life Insurance, Risk Management, Fixed Income, Asset Allocation, Loans, Series 6, Capital Markets, Options, Commercial Banking, Investments, Retirement Planning, Strategic Financial..., Equities, Series 7, Wealth, Alternative Investments, Bonds, Investment Advisory, Finance, Consumer Lending, Asset Management, Wealth Management..., Credit Analysis, Private Banking, Credit Risk, Mortgage Lending, Cross Selling, Financial Markets, Investment Strategies, Trading
Education
Carnegie Mellon University
MSIA, Industrial Administration
Lehigh University
BSIE, Industrial Engineering
TD Ameritrade March 2012 - Present
HSBC Bank USA 2007 - 2011
HSBC Securities 2004 - 2007
HSBC 1996 - 2004
Skills
Retail Banking, Fixed Annuities, Sales Management, Securities, Insurance, Wealth Management, Mutual Funds, FINRA, Portfolio Management, Financial Services, Credit, Retirement, Financial Risk, Relationship Management, Management, Sales, Leadership, Series 63, Financial Advisory, Life Insurance, Risk Management, Fixed Income, Asset Allocation, Loans, Series 6, Capital Markets, Options, Commercial Banking, Investments, Retirement Planning, Strategic Financial..., Equities, Series 7, Wealth, Alternative Investments, Bonds, Investment Advisory, Finance, Consumer Lending, Asset Management, Wealth Management..., Credit Analysis, Private Banking, Credit Risk, Mortgage Lending, Cross Selling, Financial Markets, Investment Strategies, Trading
Education
Carnegie Mellon University
MSIA, Industrial Administration
Lehigh University
BSIE, Industrial Engineering
Andrew Frank Andrew Frank's HSBC Securities Experience 2010 - 2011
Job Executive Vice President at Shelter Rock Management, LLC
Industry Investment Management
Experience
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Shelter Rock Management, LLC 2012 - Present
Penserra Securities LLC 2011 - 2012
HSBC Securities 2010 - 2011
NYSE Euronext 2007 - 2010
Jefferies & Company 2002 - 2007
Instinet Corporation 1996 - 2002
Sanford C. Bernstein May 1992 - July 1996
Merrill Lynch 1991 - 1992
Camp Dudley 1991 - 1991
Skills
Equities, Portfolio Management, Fixed Income, Wealth Management, Investment Advisory, Asset Management, Qualified Retirement...
Education
Tulane University 1987 — 1991
BA, Political Economy
Choate Rosemary Hall 1984 — 1987
HS
Skaneateles Central School 1974 — 1984
HS
Omer Alaettinoglu Omer Alaettinoglu's HSBC Securities Experience June 2013 - August 2013
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Columbia Financial Investment Group - CFIG September 2013 - Present
Lion Fund LLC April 2014 - Present
Alternative Capital Advisers, LLC June 2014 - July 2014
HSBC Securities June 2013 - August 2013
Fibabanka June 2012 - July 2012
Skills
Finance, Public Speaking, Economics, Turkish, Research, Microsoft Office, English, Politics, PowerPoint, Java
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Financial Engineering Major, Economics Minor
Istanbul American Robert College 2008 — 2012
High School Diploma
Credit Suisse June 2015 - Present
Columbia Financial Investment Group - CFIG September 2013 - Present
Lion Fund LLC April 2014 - Present
Alternative Capital Advisers, LLC June 2014 - July 2014
HSBC Securities June 2013 - August 2013
Fibabanka June 2012 - July 2012
Skills
Finance, Public Speaking, Economics, Turkish, Research, Microsoft Office, English, Politics, PowerPoint, Java
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Financial Engineering Major, Economics Minor
Istanbul American Robert College 2008 — 2012
High School Diploma
James Marsicano's HSBC Securities Experience December 2000 - November 2005
Job Facilities Coordinator at Ross Stores, Inc. Temporary Work.
Industry Facilities Services
Experience
Ross Stores, Inc. Temporary Work. July 2015 - Present
Vince April 2014 - April 2015
Kenyon & Kenyon LLP April 2011 - April 2014
TGM Associates February 2009 - June 2010
CTPartners May 2007 - April 2009
Ted Moudis Associates April 2006 - May 2007
HSBC Securities December 2000 - November 2005
MacAndrews & Forbes January 1990 - March 1999
Revlon January 1990 - March 1999
Skills
Management, Customer Service, Facilities Management, Operations Management, Process Scheduler, Budgets, Recruiting, Accounts Payable, Event Planning, Vendor Management, Training, Team Building, Microsoft Office, Change Management, Administrative..., Office Management, Talent Acquisition, Administrative..., Employee Relations, PowerPoint
Education
City University of New York-Brooklyn College 1980 — 1984
yes, Photo
Ross Stores, Inc. Temporary Work. July 2015 - Present
Vince April 2014 - April 2015
Kenyon & Kenyon LLP April 2011 - April 2014
TGM Associates February 2009 - June 2010
CTPartners May 2007 - April 2009
Ted Moudis Associates April 2006 - May 2007
HSBC Securities December 2000 - November 2005
MacAndrews & Forbes January 1990 - March 1999
Revlon January 1990 - March 1999
Skills
Management, Customer Service, Facilities Management, Operations Management, Process Scheduler, Budgets, Recruiting, Accounts Payable, Event Planning, Vendor Management, Training, Team Building, Microsoft Office, Change Management, Administrative..., Office Management, Talent Acquisition, Administrative..., Employee Relations, PowerPoint
Education
City University of New York-Brooklyn College 1980 — 1984
yes, Photo
Tanya Tripi-Weiss's HSBC Securities Experience October 2011 - June 2012
Job I like spreadsheets
Industry Cosmetics
Experience
Arts in Action Visual Art Program October 2014 - Present
CB I Hate Perfume October 2013 - Present
Freeform Arts LLC May 2013 - June 2014
Jump Associates April 2013 - July 2013
Credit Suisse March 2013 - April 2013
HSBC Securities October 2011 - June 2012
RBC Capital Markets March 2008 - October 2011
RBC Capital Markets November 2006 - March 2008
Healthstar Communications June 2006 - September 2006
SG Americas Securities, LLC September 2004 - June 2006
Skills
AML, Capital Markets, FINRA, Series 7, KYC, Hedge Funds, Operations Management, Event Producing, Financial Modeling, Corporate Structure, Social Media..., Investigation, Small Business, Books, Financial Services, Event Management, Marketing, Social Media, Microsoft Office, Social Media Marketing, Public Speaking, Sales, Event Planning, Social Networking, Research, Customer Service, Microsoft Word, Strategic Planning, Marketing Strategy, Leadership
Education
City University of New York City College 2000 — 2004
Bachelor of Arts (B.A.), Political Science/English Writing, 3.5
City University of New York City College 2000 — 2004
Bachelor of Arts (B.A.), Political Science/English Writing
Arts in Action Visual Art Program October 2014 - Present
CB I Hate Perfume October 2013 - Present
Freeform Arts LLC May 2013 - June 2014
Jump Associates April 2013 - July 2013
Credit Suisse March 2013 - April 2013
HSBC Securities October 2011 - June 2012
RBC Capital Markets March 2008 - October 2011
RBC Capital Markets November 2006 - March 2008
Healthstar Communications June 2006 - September 2006
SG Americas Securities, LLC September 2004 - June 2006
Skills
AML, Capital Markets, FINRA, Series 7, KYC, Hedge Funds, Operations Management, Event Producing, Financial Modeling, Corporate Structure, Social Media..., Investigation, Small Business, Books, Financial Services, Event Management, Marketing, Social Media, Microsoft Office, Social Media Marketing, Public Speaking, Sales, Event Planning, Social Networking, Research, Customer Service, Microsoft Word, Strategic Planning, Marketing Strategy, Leadership
Education
City University of New York City College 2000 — 2004
Bachelor of Arts (B.A.), Political Science/English Writing, 3.5
City University of New York City College 2000 — 2004
Bachelor of Arts (B.A.), Political Science/English Writing
Kevin Haskell Kevin Haskell's HSBC Securities Experience 2009 - 2011
Job Vice President at BNP Paribas
Industry Capital Markets
Experience
Boys Hope Girls Hope of New York September 2014 - Present
BNP Paribas April 2014 - July 2015
BNY Mellon 2012 - April 2014
HSBC Securities 2009 - 2011
HSBC Securities 2007 - 2009
HSBC Securities 2006 - 2007
HSBC Securities 2005 - 2006
UBS 2004 - 2005
The White House 2003 - 2003
Skills
International Sales, Public Speaking, Value Investing, Hedge Funds, Trading, Bonds, FX, Structured Products, Fixed Income, Derivatives, Capital Markets, Series 7, Alternative Investments, Series 63, Securities, Financial Markets, Asset Managment, Bloomberg, Swaps, Interest Rate..., Rates, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Political Science / Middle East & Islamic Studies
United States Naval Reserve Officer Training Corps 2001 — 2003
DeSmet Jesuit High School 1997 — 2001
Boys Hope Girls Hope of New York September 2014 - Present
BNP Paribas April 2014 - July 2015
BNY Mellon 2012 - April 2014
HSBC Securities 2009 - 2011
HSBC Securities 2007 - 2009
HSBC Securities 2006 - 2007
HSBC Securities 2005 - 2006
UBS 2004 - 2005
The White House 2003 - 2003
Skills
International Sales, Public Speaking, Value Investing, Hedge Funds, Trading, Bonds, FX, Structured Products, Fixed Income, Derivatives, Capital Markets, Series 7, Alternative Investments, Series 63, Securities, Financial Markets, Asset Managment, Bloomberg, Swaps, Interest Rate..., Rates, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Political Science / Middle East & Islamic Studies
United States Naval Reserve Officer Training Corps 2001 — 2003
DeSmet Jesuit High School 1997 — 2001
Malabika Datta Malabika Datta's HSBC Securities Experience October 2011 - Present
Job VP, Snr Lead Dev Specialist at HSBC Securities
Industry Information Technology and Services
Experience
HSBC Securities October 2011 - Present
Barclays Capital May 2011 - September 2011
HSBC May 2009 - April 2011
Barclays Capital September 2007 - April 2009
Royal Bank of Scotland January 1999 - August 2007
ION Trading 1996 - 1999
Skills
Investment Banking, Fixed Income, Options, Trading Systems, Back Office, Derivatives, Electronic Trading, Business Analysis
Education
Queen Mary, U. of London 1989 — 1992
Computer Science
Columbia University in the City of New York
HSBC Securities October 2011 - Present
Barclays Capital May 2011 - September 2011
HSBC May 2009 - April 2011
Barclays Capital September 2007 - April 2009
Royal Bank of Scotland January 1999 - August 2007
ION Trading 1996 - 1999
Skills
Investment Banking, Fixed Income, Options, Trading Systems, Back Office, Derivatives, Electronic Trading, Business Analysis
Education
Queen Mary, U. of London 1989 — 1992
Computer Science
Columbia University in the City of New York
Tom Gounaris Tom Gounaris's HSBC Securities Experience June 2011 - May 2013
Job Private Client Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA May 2013 - Present
HSBC Securities June 2011 - May 2013
Vateras Wealth Management September 2010 - June 2011
David Lerner Associates, Inc. February 2009 - September 2010
Education
Clemson University
Accounting and Business/Management
Southern Virginia University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase Bank NA May 2013 - Present
HSBC Securities June 2011 - May 2013
Vateras Wealth Management September 2010 - June 2011
David Lerner Associates, Inc. February 2009 - September 2010
Education
Clemson University
Accounting and Business/Management
Southern Virginia University
Bachelor of Business Administration (B.B.A.)
Jennifer Engstler Jennifer Engstler's HSBC Securities Experience March 2013 - Present
Job Legal Assistant at HSBC
Industry Financial Services
Experience
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
HSBC Securities March 2013 - Present
HSBC 2013 - 2014
Barclays Capital June 2010 - March 2013
Forest Laboratories March 2010 - April 2010
Temporary Alternatives(Temp Agency) July 2009 - January 2010
BNP Paribas Fortis 2009 - 2010
NorthStar Realty Finance Corp June 2006 - December 2008
UBS March 1999 - May 2006
UBS 1999 - 2006
Credit Lyonnais March 1995 - February 1999
Skills
Event Planning, Project Management, Business Development, Editing, Equities, PowerPoint, Microsoft Excel, Microsoft Office, Investments, Bloomberg, Spanish, Outlook, Asset Managment, Marketing, Administrative..., Microsoft Word, Social Media, Office Management, Securities, Management, Leadership, Fundraising
Education
Bradford College 1988 — 1992
BA, Independent-Creative Arts, Spanish
Universidad de Sevilla 1990 — 1991
Spanish
Ding lan Ding lan's HSBC Securities Experience 2008 - 2008
Job Financial Analyst , business reviewing editor,host , Spokesperson
Industry Financial Services
Experience
Columbia University September 2010 - Present
Analysis Group 2011 - 2011
Blue sky Media Inc. 2005 - 2009
HSBC Securities 2008 - 2008
Wells Fargo 2007 - December 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Budgets, Credit, Research, Strategic Planning, Outlook, Portfolio Management, Investments, Business Analysis, Banking, Loans, Microsoft Excel, Strategic Financial...
Education
Columbia University - Columbia Business School 2011 — 2015
in Doctor of Philosophy (PhD), DBA
University of San Francisco 2008 — 2011
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Carleton University 2003 — 2007
Bachelor of Commerce (BCom), Finance and Financial Management Services, Bachelor of Commerce (BCom) & Bachelor of Business Administration (BBA)/
Columbia University September 2010 - Present
Analysis Group 2011 - 2011
Blue sky Media Inc. 2005 - 2009
HSBC Securities 2008 - 2008
Wells Fargo 2007 - December 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Budgets, Credit, Research, Strategic Planning, Outlook, Portfolio Management, Investments, Business Analysis, Banking, Loans, Microsoft Excel, Strategic Financial...
Education
Columbia University - Columbia Business School 2011 — 2015
in Doctor of Philosophy (PhD), DBA
University of San Francisco 2008 — 2011
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Carleton University 2003 — 2007
Bachelor of Commerce (BCom), Finance and Financial Management Services, Bachelor of Commerce (BCom) & Bachelor of Business Administration (BBA)/
Christopher Verdon's HSBC Securities Experience September 2012 - Present
Job EM Credit Trading at HSBC
Industry Financial Services
Experience
HSBC Securities September 2012 - Present
HSBC Securities January 2011 - September 2012
HSBC Securities June 2010 - August 2010
Chubb January 2009 - August 2009
Zurich Financial Services May 2007 - August 2009
Skills
Credit Trading, Emerging Markets, FX Options, Equity Derivatives, CDS, FX Derivatives, Options, Quantitative Finance, Precious Metals, Emerging Market..., Derivatives, Financial Structuring, Capital Markets, Financial Engineering, Trading, Equities, Investment Banking
Education
Cornell University 2009 — 2010
M.Eng., Financial Engineering
New Jersey Institute of Technology 2005 — 2008
B.S., Mathematics of Finance & Actuarial Science
HSBC Securities September 2012 - Present
HSBC Securities January 2011 - September 2012
HSBC Securities June 2010 - August 2010
Chubb January 2009 - August 2009
Zurich Financial Services May 2007 - August 2009
Skills
Credit Trading, Emerging Markets, FX Options, Equity Derivatives, CDS, FX Derivatives, Options, Quantitative Finance, Precious Metals, Emerging Market..., Derivatives, Financial Structuring, Capital Markets, Financial Engineering, Trading, Equities, Investment Banking
Education
Cornell University 2009 — 2010
M.Eng., Financial Engineering
New Jersey Institute of Technology 2005 — 2008
B.S., Mathematics of Finance & Actuarial Science
Camas Hunter Camas Hunter's HSBC Securities Experience January 2014 - Present
Job Vice President, Corporate Access
Industry Investment Management
Experience
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
Elsa Wang Elsa Wang's HSBC Securities Experience August 2011 - January 2015
Job Head of Transaction Management, Americas
Industry Investment Banking
Experience
TD Securities January 2015 - Present
HSBC Securities August 2011 - January 2015
Simpson Thacher & Bartlett LLP September 2007 - August 2011
J.P. Morgan March 2010 - August 2010
Simpson Thacher & Bartlett LLP May 2006 - August 2006
US Securities and Exchange Commission June 2005 - August 2005
Simpson Thacher & Bartlett LLP August 2003 - August 2004
Legal Aid Society June 2002 - August 2002
Merrill Lynch January 2002 - March 2002
AOL Time Warner June 2001 - August 2001
Skills
Securities Regulation, Corporate Governance, Mergers, Capital Markets, Private Equity, Corporate Law, Mergers & Acquisitions, Due Diligence, Cross-border..., IPO, Investments, Securities, Venture Capital, Hedge Funds, Structured Finance, Joint Ventures, Corporate Finance
Education
Columbia University School of Law 2005 — 2007
J.D., James Kent scholar
Northwestern University 1999 — 2003
B.S., Magna cum laude
Mount Sinai High School 1995 — 1999
TD Securities January 2015 - Present
HSBC Securities August 2011 - January 2015
Simpson Thacher & Bartlett LLP September 2007 - August 2011
J.P. Morgan March 2010 - August 2010
Simpson Thacher & Bartlett LLP May 2006 - August 2006
US Securities and Exchange Commission June 2005 - August 2005
Simpson Thacher & Bartlett LLP August 2003 - August 2004
Legal Aid Society June 2002 - August 2002
Merrill Lynch January 2002 - March 2002
AOL Time Warner June 2001 - August 2001
Skills
Securities Regulation, Corporate Governance, Mergers, Capital Markets, Private Equity, Corporate Law, Mergers & Acquisitions, Due Diligence, Cross-border..., IPO, Investments, Securities, Venture Capital, Hedge Funds, Structured Finance, Joint Ventures, Corporate Finance
Education
Columbia University School of Law 2005 — 2007
J.D., James Kent scholar
Northwestern University 1999 — 2003
B.S., Magna cum laude
Mount Sinai High School 1995 — 1999
Farouk Soliman's HSBC Securities Experience June 2004 - June 2008
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
HSBC September 2012 - May 2014
HSBC November 2011 - September 2012
HSBC France February 2008 - November 2011
HSBC Securities June 2004 - June 2008
HSBC Securities April 2003 - May 2004
HSBC Securities January 2002 - March 2003
Deutsche Bank 1995 - 2001
Memorial Sloan-Kettering Cancer Center 1992 - 1994
Skills
Fixed Income, Emerging Markets, MBS, Rates, ABS, Capital Markets, Interest Rate..., Investment Banking, Trading Systems, Derivatives, Trading, Electronic Trading, Structured Finance, Hedge Funds, Financial Markets, Banking, Securities, Credit Derivatives, Equities, Equity Derivatives, Fixed Income Analysis, Middle Office, Structured Products
Education
Fordham University - Graduate School of Business Administration 1994 — 1995
MBA
City University of New York-Hunter College 1989 — 1994
MS
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA
Hackensack High School 1981 — 1985
HSBC September 2012 - May 2014
HSBC November 2011 - September 2012
HSBC France February 2008 - November 2011
HSBC Securities June 2004 - June 2008
HSBC Securities April 2003 - May 2004
HSBC Securities January 2002 - March 2003
Deutsche Bank 1995 - 2001
Memorial Sloan-Kettering Cancer Center 1992 - 1994
Skills
Fixed Income, Emerging Markets, MBS, Rates, ABS, Capital Markets, Interest Rate..., Investment Banking, Trading Systems, Derivatives, Trading, Electronic Trading, Structured Finance, Hedge Funds, Financial Markets, Banking, Securities, Credit Derivatives, Equities, Equity Derivatives, Fixed Income Analysis, Middle Office, Structured Products
Education
Fordham University - Graduate School of Business Administration 1994 — 1995
MBA
City University of New York-Hunter College 1989 — 1994
MS
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA
Hackensack High School 1981 — 1985
Chirag Shah, PMP, CSM's HSBC Securities Experience May 1998 - May 1999
Job Mobile Project Manager at Starwood Hotels
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. April 2015 - Present
ALM Media April 2011 - April 2015
ALM, Real Estate Media Group October 2007 - April 2011
ALM Media, Real Estate Media Group October 2005 - September 2007
VisEdge Design December 2002 - December 2006
Prudential Financial June 2000 - November 2002
Prudential Securities May 1999 - June 2000
HSBC Securities May 1998 - May 1999
Skills
Content Management, Web Analytics, Agile Project Management, E-commerce, Digital Media, Social Media, Project Management, User Experience, Agile Methodologies, Scrum, Web Development, Email Marketing, User Interface Design, Information Architecture, Mobile Applications, Mobile Devices, Content Strategy, CMS, Publishing, Digital Strategy, Analytics, Web Project Management, Product Management, Web Content Management, Production Deployment, Quality Assurance, Vendor Management, Strategic Planning, Planning Budgeting &..., Process Improvement, Business Analysis, Resource Management, Scope Management, Change Management, Requirements Gathering, Mobile Product..., SEO, Digital Marketing, Usability, Google Analytics, Mobile Marketing, Online Advertising, Mobile Internet, SEM, New Media, HTML, Usability Testing, Strategy, User Interface, Management
Education
Hunter College 2001 — 2003
New York University 1995 — 1998
Starwood Hotels & Resorts Worldwide, Inc. April 2015 - Present
ALM Media April 2011 - April 2015
ALM, Real Estate Media Group October 2007 - April 2011
ALM Media, Real Estate Media Group October 2005 - September 2007
VisEdge Design December 2002 - December 2006
Prudential Financial June 2000 - November 2002
Prudential Securities May 1999 - June 2000
HSBC Securities May 1998 - May 1999
Skills
Content Management, Web Analytics, Agile Project Management, E-commerce, Digital Media, Social Media, Project Management, User Experience, Agile Methodologies, Scrum, Web Development, Email Marketing, User Interface Design, Information Architecture, Mobile Applications, Mobile Devices, Content Strategy, CMS, Publishing, Digital Strategy, Analytics, Web Project Management, Product Management, Web Content Management, Production Deployment, Quality Assurance, Vendor Management, Strategic Planning, Planning Budgeting &..., Process Improvement, Business Analysis, Resource Management, Scope Management, Change Management, Requirements Gathering, Mobile Product..., SEO, Digital Marketing, Usability, Google Analytics, Mobile Marketing, Online Advertising, Mobile Internet, SEM, New Media, HTML, Usability Testing, Strategy, User Interface, Management
Education
Hunter College 2001 — 2003
New York University 1995 — 1998
Rene Mwazaka's HSBC Securities Experience September 2005 - July 2012
Job Assistant Vice President, Securities Processing Manager at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
HSBC Securities September 2005 - July 2012
New York Life Investment Management June 2000 - August 2005
Skills
Fund Accounting, Accounting, Financial Reporting, Valuation, Securities, Mutual Funds, Investments, Hedge Funds, Fund Administration, Fund Of Funds, Fixed Income, Financial Services, Financial Analysis, Finance, Equities, Bloomberg, Alternative Investments, Account Reconciliation, Banking, Auditing, Cash Management
Education
Caldwell University 2004 — 2008
MBA
Citi July 2012 - Present
HSBC Securities September 2005 - July 2012
New York Life Investment Management June 2000 - August 2005
Skills
Fund Accounting, Accounting, Financial Reporting, Valuation, Securities, Mutual Funds, Investments, Hedge Funds, Fund Administration, Fund Of Funds, Fixed Income, Financial Services, Financial Analysis, Finance, Equities, Bloomberg, Alternative Investments, Account Reconciliation, Banking, Auditing, Cash Management
Education
Caldwell University 2004 — 2008
MBA
Matt Seto's HSBC Securities Experience 2001 - 2006
Job Partner at GMO
Industry Investment Management
Experience
GMO March 2006 - Present
HSBC Securities 2001 - 2006
IQ Funds 2000 - 2001
GMO June 1998 - June 2000
Skills
Equities, Emerging Markets, Equity Research, Valuation, Hedge Funds, Private Equity, Financial Modeling, Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Michigan 1995 — 1998
BA, Economics
GMO March 2006 - Present
HSBC Securities 2001 - 2006
IQ Funds 2000 - 2001
GMO June 1998 - June 2000
Skills
Equities, Emerging Markets, Equity Research, Valuation, Hedge Funds, Private Equity, Financial Modeling, Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Michigan 1995 — 1998
BA, Economics
Bhaskar Krishnan's HSBC Securities Experience June 2003 - June 2005
Job Senior Software Design Engineer at Microsoft
Industry Computer Software
Experience
Microsoft August 2013 - Present
Microsoft September 2011 - July 2013
Microsoft Corporation July 2005 - August 2011
HSBC Securities June 2003 - June 2005
Skills
Software Project..., Agile Methodologies, Test Automation, Software Development, Distributed Systems, SDLC, Software Engineering
Education
Columbia University in the City of New York 2001 — 2003
MS, Computer Science
University of Mumbai 1996 — 2000
B.E, Computer Engineering
Microsoft August 2013 - Present
Microsoft September 2011 - July 2013
Microsoft Corporation July 2005 - August 2011
HSBC Securities June 2003 - June 2005
Skills
Software Project..., Agile Methodologies, Test Automation, Software Development, Distributed Systems, SDLC, Software Engineering
Education
Columbia University in the City of New York 2001 — 2003
MS, Computer Science
University of Mumbai 1996 — 2000
B.E, Computer Engineering
David Goldstein's HSBC Securities Experience March 2005 - January 2012
Job Director, Business Development at Conifer Financial Services
Industry Financial Services
Experience
Conifer Financial Services March 2013 - Present
Innua Investment Management June 2012 - February 2013
HSBC Securities March 2005 - January 2012
Trident Corporate Services January 1996 - February 2005
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Fund Of Funds, Equities, Fund Administration, Banking, Asset Managment, Capital Markets, Financial Services, Financial Markets, Investment Banking, Global Custody, Derivatives, Fixed Income, Fund Accounting, Prime Brokerage, Mutual Funds, Securities, Asset Management, Series 7
Education
Bryant University 1987 — 1991
BSBA, Hotel/Institutional Management
EL Vandermeulen 1983 — 1987
EL Vandermeulen
Conifer Financial Services March 2013 - Present
Innua Investment Management June 2012 - February 2013
HSBC Securities March 2005 - January 2012
Trident Corporate Services January 1996 - February 2005
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Fund Of Funds, Equities, Fund Administration, Banking, Asset Managment, Capital Markets, Financial Services, Financial Markets, Investment Banking, Global Custody, Derivatives, Fixed Income, Fund Accounting, Prime Brokerage, Mutual Funds, Securities, Asset Management, Series 7
Education
Bryant University 1987 — 1991
BSBA, Hotel/Institutional Management
EL Vandermeulen 1983 — 1987
EL Vandermeulen
Jung Peel, CFA's HSBC Securities Experience 2010 - 2012
Job Director of Investments
Industry Investment Management
Experience
Navian Capital (rebranded from CD Funding) 2012 - Present
HSBC Securities 2010 - 2012
WEDBUSH MORGAN SECURITIES 2006 - 2008
UHY Advisors 2005 - 2006
Education
NYU Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Specializations in Finance and Quantitative Finance
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Culver City High School
Navian Capital (rebranded from CD Funding) 2012 - Present
HSBC Securities 2010 - 2012
WEDBUSH MORGAN SECURITIES 2006 - 2008
UHY Advisors 2005 - 2006
Education
NYU Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Specializations in Finance and Quantitative Finance
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts (B.A.), Mathematics, Cum Laude
Culver City High School
Stephanie von Isenburg's HSBC Securities Experience 2012 - Present
Job European Equity Sales at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2012 - Present
Education
Columbia University - Columbia Business School
MBA, Finance
University of North Carolina at Chapel Hill
HSBC Securities 2012 - Present
Education
Columbia University - Columbia Business School
MBA, Finance
University of North Carolina at Chapel Hill
Karishma Israni's HSBC Securities Experience 2002 - 2004
Job Vice President, Human Resources at Stuart Dean
Industry Human Resources
Experience
Stuart Dean Company November 2013 - Present
KPMG US April 2012 - November 2013
Cushman & Wakefield 2007 - 2010
CitiCards 2006 - 2007
Evercore Partners 2005 - 2006
HSBC Securities 2002 - 2004
Arthur Andersen 2000 - 2002
Sony Music Entertainment 1998 - 2000
Skills
Personnel Management, Management, Training, Recruiting, HR Consulting, Human Resources, HR Policies, Employee Training, Talent Management, Organizational..., Employee Relations, Strategic Planning, Succession Planning, Team Building, Leadership, Performance Management, Deferred Compensation, Employee Engagement, Incentive Programs
Education
Columbia University in the City of New York 2002 — 2004
MA, Social Organizational Psychology
Stuart Dean Company November 2013 - Present
KPMG US April 2012 - November 2013
Cushman & Wakefield 2007 - 2010
CitiCards 2006 - 2007
Evercore Partners 2005 - 2006
HSBC Securities 2002 - 2004
Arthur Andersen 2000 - 2002
Sony Music Entertainment 1998 - 2000
Skills
Personnel Management, Management, Training, Recruiting, HR Consulting, Human Resources, HR Policies, Employee Training, Talent Management, Organizational..., Employee Relations, Strategic Planning, Succession Planning, Team Building, Leadership, Performance Management, Deferred Compensation, Employee Engagement, Incentive Programs
Education
Columbia University in the City of New York 2002 — 2004
MA, Social Organizational Psychology
Paul Giblin's HSBC Securities Experience June 2009 - September 2012
Job Investment & Insurance Planning
Industry Financial Services
Experience
Santander Investment Securities Inc November 2012 - Present
HSBC Securities June 2009 - September 2012
Trade Manage Capital March 2008 - April 2009
Merrill Lynch February 2002 - August 2007
Skills
Investments, Mutual Funds, Insurance, Hedge Funds, Wealth Management..., Retirement, Finance, Trading, High Net Worth..., Series 7, Wealth Management, Disability Insurance, Equities, Series 63, Asset Management
Education
Brown University 1995 — 1999
Business Economics & Organizational and Behavior Management
The Hotchkiss School 1993 — 1995
Bergen Catholic 1992 — 1993
Santander Investment Securities Inc November 2012 - Present
HSBC Securities June 2009 - September 2012
Trade Manage Capital March 2008 - April 2009
Merrill Lynch February 2002 - August 2007
Skills
Investments, Mutual Funds, Insurance, Hedge Funds, Wealth Management..., Retirement, Finance, Trading, High Net Worth..., Series 7, Wealth Management, Disability Insurance, Equities, Series 63, Asset Management
Education
Brown University 1995 — 1999
Business Economics & Organizational and Behavior Management
The Hotchkiss School 1993 — 1995
Bergen Catholic 1992 — 1993
Traci Spero's HSBC Securities Experience February 2001 - September 2001
Job Director, Talent Strategy and Insights at Macy's
Industry Retail
Experience
Macy's September 2012 - Present
St. Francis College 2007 - Present
NYC Health and Hospitals Corporation August 2005 - September 2012
Department of Citywide Administrative Services August 2004 - August 2005
Lieberman Research Group December 2003 - August 2004
Jobson Publishing May 2002 - November 2002
Merrill Lynch September 2001 - November 2001
HSBC Securities February 2001 - September 2001
KeySpan Energy September 2000 - February 2001
Abercrombie & Fitch July 1997 - September 2000
Skills
Organizational..., Operational Efficiency, Talent Management, Organizational Design..., Change Management, Cultural Transformation, Business Transformation, Simplification, System Design, Policy Analysis, Leadership Development, Succession Planning, Cognition, Process Mapping, Job Analysis, Talent Assessment, Competency Modeling, Talent Selection, Data Visualization, Human Resources, People Development, Leadership, Coaching
Education
Columbia University in the City of New York
MA, Organizational Psychology - Change Management & Consultation
St. Francis College
BA, Psychology
Macy's September 2012 - Present
St. Francis College 2007 - Present
NYC Health and Hospitals Corporation August 2005 - September 2012
Department of Citywide Administrative Services August 2004 - August 2005
Lieberman Research Group December 2003 - August 2004
Jobson Publishing May 2002 - November 2002
Merrill Lynch September 2001 - November 2001
HSBC Securities February 2001 - September 2001
KeySpan Energy September 2000 - February 2001
Abercrombie & Fitch July 1997 - September 2000
Skills
Organizational..., Operational Efficiency, Talent Management, Organizational Design..., Change Management, Cultural Transformation, Business Transformation, Simplification, System Design, Policy Analysis, Leadership Development, Succession Planning, Cognition, Process Mapping, Job Analysis, Talent Assessment, Competency Modeling, Talent Selection, Data Visualization, Human Resources, People Development, Leadership, Coaching
Education
Columbia University in the City of New York
MA, Organizational Psychology - Change Management & Consultation
St. Francis College
BA, Psychology
Jiwhan (Michael) Cha's HSBC Securities Experience July 2013 - March 2015
Job Senior Development Specialist at HSBC Securities
Industry Financial Services
Experience
RBC Capital Markets March 2015 - Present
HSBC Securities July 2013 - March 2015
JPMorgan Chase July 2012 - July 2013
Fidessa June 2010 - July 2012
Fidessa July 2007 - May 2010
Far East Service Corp. / c.o. Samsung Svc September 2003 - July 2007
Far East Service Corp. / c.o. Samsung Svc January 2001 - August 2003
Skills
Trading Systems, Electronic Trading, Fidessa, Options, Equity Trading, Windows, Order Management, Sybase, Unix, SQL, TCL, XML, Shell Scripting, HTML, Solaris, Microsoft SQL Server, Testing
Education
Columbia University in the City of New York 2010 — 2011
Executive Masters in Technology Management, Management
Oberlin College 1996 — 2000
Bachelort of Art, Computer Science
RBC Capital Markets March 2015 - Present
HSBC Securities July 2013 - March 2015
JPMorgan Chase July 2012 - July 2013
Fidessa June 2010 - July 2012
Fidessa July 2007 - May 2010
Far East Service Corp. / c.o. Samsung Svc September 2003 - July 2007
Far East Service Corp. / c.o. Samsung Svc January 2001 - August 2003
Skills
Trading Systems, Electronic Trading, Fidessa, Options, Equity Trading, Windows, Order Management, Sybase, Unix, SQL, TCL, XML, Shell Scripting, HTML, Solaris, Microsoft SQL Server, Testing
Education
Columbia University in the City of New York 2010 — 2011
Executive Masters in Technology Management, Management
Oberlin College 1996 — 2000
Bachelort of Art, Computer Science
Daniel Portnoy's HSBC Securities Experience 2000 - 2007
Job Chief Operating Officer at Chrysaetos Capital Advisors, LLC
Industry Investment Management
Experience
Chrysaetos Capital Advisors, LLC March 2012 - Present
Pavonia Technology, LLC 2009 - Present
Arctos Capital 2009 - February 2012
Recruit Associates November 2007 - 2009
HSBC Securities 2000 - 2007
HSBC 2000 - 2007
HSBC Securities USA Inc. 1999 - 2007
Education
Clark University
BA
Chrysaetos Capital Advisors, LLC March 2012 - Present
Pavonia Technology, LLC 2009 - Present
Arctos Capital 2009 - February 2012
Recruit Associates November 2007 - 2009
HSBC Securities 2000 - 2007
HSBC 2000 - 2007
HSBC Securities USA Inc. 1999 - 2007
Education
Clark University
BA
Pamela Mader, MBA's HSBC Securities Experience August 2006 - August 2007
Job Financial Analyst
Industry Accounting
Experience
National Community Renaissance December 2013 - Present
Claremont Graduate University January 2013 - December 2013
Peter F. Drucker and Masatoshi Ito Graduate School of Management August 2011 - May 2013
Prospect Mortgage, LLC September 2011 - December 2011
Nordstrom October 2008 - December 2011
Sigma Kappa Sorority August 2007 - August 2011
Apple 2007 - 2008
HSBC Securities August 2006 - August 2007
Skills
Microsoft Excel, Stata, Microsoft Office..., Visio, MS Project, Marketing, Financial Analysis, Microsoft Word, Mac OS, Macintosh Applications, Business Development, Strategic Planning, Marketing Strategy, Social Media Marketing, Training, Budgets, Tax Credit Compliance, Public Speaking, Microsoft Office, Event Planning, Social Media, Analysis, Management
Education
Claremont Graduate University 2011 — 2013
Master's
University of La Verne 2003 — 2006
BS
National Community Renaissance December 2013 - Present
Claremont Graduate University January 2013 - December 2013
Peter F. Drucker and Masatoshi Ito Graduate School of Management August 2011 - May 2013
Prospect Mortgage, LLC September 2011 - December 2011
Nordstrom October 2008 - December 2011
Sigma Kappa Sorority August 2007 - August 2011
Apple 2007 - 2008
HSBC Securities August 2006 - August 2007
Skills
Microsoft Excel, Stata, Microsoft Office..., Visio, MS Project, Marketing, Financial Analysis, Microsoft Word, Mac OS, Macintosh Applications, Business Development, Strategic Planning, Marketing Strategy, Social Media Marketing, Training, Budgets, Tax Credit Compliance, Public Speaking, Microsoft Office, Event Planning, Social Media, Analysis, Management
Education
Claremont Graduate University 2011 — 2013
Master's
University of La Verne 2003 — 2006
BS
Peter Salvatore's HSBC Securities Experience October 2008 - 2010
Job FX Analytics Account Manager at ITG
Industry Financial Services
Experience
ITG September 2013 - Present
BNP Paribas October 2010 - September 2013
HSBC Securities October 2008 - 2010
Education
Bucknell University 2004 — 2008
BA
Greenwich High School 2000 — 2004
ITG September 2013 - Present
BNP Paribas October 2010 - September 2013
HSBC Securities October 2008 - 2010
Education
Bucknell University 2004 — 2008
BA
Greenwich High School 2000 — 2004
Disa Reynisdottir's HSBC Securities Experience January 2007 - September 2011
Job Global Controllers at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2011 - Present
HSBC Securities January 2007 - September 2011
Landsbanki August 2000 - August 2004
Education
Brandeis International Business School 2004 — 2006
MaIEF, International Economics and Finance
Brandeis University 2004 — 2006
MaIEF, International Economics and Finance
Brown Brothers Harriman September 2011 - Present
HSBC Securities January 2007 - September 2011
Landsbanki August 2000 - August 2004
Education
Brandeis International Business School 2004 — 2006
MaIEF, International Economics and Finance
Brandeis University 2004 — 2006
MaIEF, International Economics and Finance
Runjhun Agarwal's HSBC Securities Experience September 2010 - May 2013
Job
Industry Pharmaceuticals
Experience
Sanofi July 2015 - Present
Sanofi June 2014 - August 2014
HSBC Securities September 2010 - May 2013
Achelous Partners February 2007 - August 2010
Novartis May 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Strategic Management
Columbia University in the City of New York 2003 — 2007
BS, Biomedical Engineering
Investment Banking Institute
Sanofi July 2015 - Present
Sanofi June 2014 - August 2014
HSBC Securities September 2010 - May 2013
Achelous Partners February 2007 - August 2010
Novartis May 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing and Strategic Management
Columbia University in the City of New York 2003 — 2007
BS, Biomedical Engineering
Investment Banking Institute
Richard Glickman's HSBC Securities Experience NY Derivatives Product Control - Change MgrHSBC2001 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities NY Derivatives Product Control - Change MgrHSBC2001 - Present
Education
City University of New York
HSBC Securities NY Derivatives Product Control - Change MgrHSBC2001 - Present
Education
City University of New York
Lauren Femiano, CFSA, CFE's HSBC Securities Experience September 2004 - December 2004
Job Experience Internal Audit Manager and Head of Operational Risk
Industry Financial Services
Experience
MBIA Inc August 2013 - September 2015
MBIA Inc June 2009 - September 2015
KPMG LLP January 2007 - June 2009
AXA Financial August 2006 - December 2006
KPMG January 2005 - July 2006
HSBC Securities September 2004 - December 2004
Natexis Bleichroeder April 1999 - January 2004
Arnhold and S. Bleichroeder September 1991 - April 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Quality Assurance Review, Risk Assessment, Audit Committee, Auditing Standards, COSO, Project Management, Risk Based Audits, Integrated Risk..., Team Building, Mentoring, Organized Multi-tasker, Financial Services, Sarbanes-Oxley
Education
City University of New York-College of Staten Island 1999 — 2003
B.S.
MBIA Inc August 2013 - September 2015
MBIA Inc June 2009 - September 2015
KPMG LLP January 2007 - June 2009
AXA Financial August 2006 - December 2006
KPMG January 2005 - July 2006
HSBC Securities September 2004 - December 2004
Natexis Bleichroeder April 1999 - January 2004
Arnhold and S. Bleichroeder September 1991 - April 1999
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Quality Assurance Review, Risk Assessment, Audit Committee, Auditing Standards, COSO, Project Management, Risk Based Audits, Integrated Risk..., Team Building, Mentoring, Organized Multi-tasker, Financial Services, Sarbanes-Oxley
Education
City University of New York-College of Staten Island 1999 — 2003
B.S.
Rachel Chernoff's HSBC Securities Experience February 2007 - June 2010
Job Director, Sales Reporting & Analytics at Sony Music Entertainment
Industry Entertainment
Experience
Sony Music Entertainment September 2014 - Present
Sony Music Entertainment May 2013 - September 2014
Sony Music Entertainment January 2013 - May 2013
Sony Music Entertainment January 2012 - May 2012
Credit Suisse June 2011 - August 2011
EMI Music January 2011 - June 2011
HSBC Securities February 2007 - June 2010
Susquehanna International Group 2005 - 2006
Skills
Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Strategy, Finance, Corporate Development
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Cornell University 2001 — 2005
Bachelor of Arts (BA), Economics, Sociology
Sony Music Entertainment September 2014 - Present
Sony Music Entertainment May 2013 - September 2014
Sony Music Entertainment January 2013 - May 2013
Sony Music Entertainment January 2012 - May 2012
Credit Suisse June 2011 - August 2011
EMI Music January 2011 - June 2011
HSBC Securities February 2007 - June 2010
Susquehanna International Group 2005 - 2006
Skills
Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Strategy, Finance, Corporate Development
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Cornell University 2001 — 2005
Bachelor of Arts (BA), Economics, Sociology
Timothy Hartshorn's HSBC Securities Experience April 2002 - June 2003
Job Trader Fidelity Investments
Industry Financial Services
Experience
Loan Sales and Trading Association 2011 - Present
Fidelity Investments 2003 - Present
HSBC Securities April 2002 - June 2003
Solomon Smith Barney, Citigroup August 1996 - January 2002
Smith Barney Inc August 1991 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Denison University 1987 — 1991
The Lawrenceville School 1984 — 1987
Loan Sales and Trading Association 2011 - Present
Fidelity Investments 2003 - Present
HSBC Securities April 2002 - June 2003
Solomon Smith Barney, Citigroup August 1996 - January 2002
Smith Barney Inc August 1991 - August 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Denison University 1987 — 1991
The Lawrenceville School 1984 — 1987
Farzin Azarm's HSBC Securities Experience January 1993 - January 1995
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Banco Santander January 1997 - January 1998
UBS Investment Bank January 1995 - January 1997
HSBC Securities January 1993 - January 1995
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Connecticut College 1988 — 1992
Bachelor of Arts (BA), Economics
Credit Suisse January 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Banco Santander January 1997 - January 1998
UBS Investment Bank January 1995 - January 1997
HSBC Securities January 1993 - January 1995
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Connecticut College 1988 — 1992
Bachelor of Arts (BA), Economics
Latisha Elliott's HSBC Securities Experience July 1998 - September 2001
Job Compliance Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Self employed- Childcare January 2009 - July 2014
Citi March 2007 - December 2008
HSBC Insurance Agency January 2006 - October 2006
HSBC Insurance Agency September 2001 - October 2006
HSBC Securities July 1998 - September 2001
Skills
Mutual Funds, Financial Services, Life Insurance, Fixed Annuities, Trading, Microsoft Word, Team Building, Team Leadership, Project Management, Customer Service, Finance, Management, Insurance, Process Improvement, Risk Management, Relationship Management
Education
Bryant and Stratton College 1996 — 1998
Associate's degree, Administrative Assistant and Secretarial Science, General
J.P. Morgan July 2014 - Present
Self employed- Childcare January 2009 - July 2014
Citi March 2007 - December 2008
HSBC Insurance Agency January 2006 - October 2006
HSBC Insurance Agency September 2001 - October 2006
HSBC Securities July 1998 - September 2001
Skills
Mutual Funds, Financial Services, Life Insurance, Fixed Annuities, Trading, Microsoft Word, Team Building, Team Leadership, Project Management, Customer Service, Finance, Management, Insurance, Process Improvement, Risk Management, Relationship Management
Education
Bryant and Stratton College 1996 — 1998
Associate's degree, Administrative Assistant and Secretarial Science, General
Xin (Steven) Li, CFA,FRM's HSBC Securities Experience November 2004 - February 2005
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2005 - Present
Rutgers University 2010 - 2012
HSBC Securities November 2004 - February 2005
Skills
Credit Risk Modeling, Monte Carlo Simulation, C++, Java, Perl, SQL, Stochastic Calculus, Derivatives, Market Risk, Financial Modeling, Financial Risk, Basel II, Counterparty Risk, VBA, Risk Management, Credit Derivatives, R, Interest Rate..., Numerical Analysis, Linux, Algorithms, Quantitative Finance, Fixed Income, Statistical Modeling, Structured Products, Mathematical Modeling
Education
Columbia University in the City of New York 2000 — 2005
PhD, Chemical Physics
JPMorgan Chase July 2005 - Present
Rutgers University 2010 - 2012
HSBC Securities November 2004 - February 2005
Skills
Credit Risk Modeling, Monte Carlo Simulation, C++, Java, Perl, SQL, Stochastic Calculus, Derivatives, Market Risk, Financial Modeling, Financial Risk, Basel II, Counterparty Risk, VBA, Risk Management, Credit Derivatives, R, Interest Rate..., Numerical Analysis, Linux, Algorithms, Quantitative Finance, Fixed Income, Statistical Modeling, Structured Products, Mathematical Modeling
Education
Columbia University in the City of New York 2000 — 2005
PhD, Chemical Physics
Rudy Rianom's HSBC Securities Experience September 2007 - Present
Job Vice President at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities September 2007 - Present
BNY Capital Markets, Inc. March 2006 - August 2007
AXA Investment Managers July 2005 - March 2006
RBS Greenwich Capital January 2001 - July 2005
JPMorgan Chase 1999 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Bonds, Investment Banking, Securities, Bloomberg, Compliance, Corporate Finance, FX Options, Financial Markets, Swaps, Structured Products
Education
City University of New York City College 1998 — 1999
Masters, Economics
HSBC Securities September 2007 - Present
BNY Capital Markets, Inc. March 2006 - August 2007
AXA Investment Managers July 2005 - March 2006
RBS Greenwich Capital January 2001 - July 2005
JPMorgan Chase 1999 - 2000
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Bonds, Investment Banking, Securities, Bloomberg, Compliance, Corporate Finance, FX Options, Financial Markets, Swaps, Structured Products
Education
City University of New York City College 1998 — 1999
Masters, Economics
Joffre Astudillo's HSBC Securities Experience March 2008 - September 2012
Job AVP at International Fund Services (NA) LLC, A State Street Company
Industry Accounting
Experience
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
Suzanne Matthews's HSBC Securities Experience September 2002 - December 2006
Job Director, Center for Financial and Economic Education
Industry Financial Services
Experience
Westchester Community College May 2011 - Present
Finance in Focus Consulting 2007 - 2011
HSBC Securities September 2002 - December 2006
Banc of America Securities January 1998 - April 2001
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
University of Michigan 1963 — 1967
B.A.
Westchester Community College May 2011 - Present
Finance in Focus Consulting 2007 - 2011
HSBC Securities September 2002 - December 2006
Banc of America Securities January 1998 - April 2001
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
University of Michigan 1963 — 1967
B.A.
Marta Galan Ricardo's HSBC Securities Experience June 2005 - June 2007
Job Senior Director of Alumni + International Career Services at Columbia Law School
Industry Higher Education
Experience
Columbia Law School July 2009 - Present
Columbia Law School December 2007 - June 2009
HSBC Securities June 2005 - June 2007
Barclays Capital March 2003 - June 2005
JP Morgan March 1999 - March 2003
Moody's 1998 - 1999
Simpson Thacher & Bartlett LLP July 1997 - June 1998
Milbank, Tweed, Hadley & McCloy LLP 1994 - 1997
Skills
Career Counseling, Corporate Law, Program Management, Securitization, Corporate Governance
Education
Columbia Law School 1991 — 1994
JD, Law
University of Florida 1988 — 1991
BA, Policital Science
Coral Gables High School 1985 — 1988
Columbia Law School July 2009 - Present
Columbia Law School December 2007 - June 2009
HSBC Securities June 2005 - June 2007
Barclays Capital March 2003 - June 2005
JP Morgan March 1999 - March 2003
Moody's 1998 - 1999
Simpson Thacher & Bartlett LLP July 1997 - June 1998
Milbank, Tweed, Hadley & McCloy LLP 1994 - 1997
Skills
Career Counseling, Corporate Law, Program Management, Securitization, Corporate Governance
Education
Columbia Law School 1991 — 1994
JD, Law
University of Florida 1988 — 1991
BA, Policital Science
Coral Gables High School 1985 — 1988
Winslow Chang's HSBC Securities Experience March 1997 - February 2001
Job Senior DBA at Barnes & Noble Inc.
Industry Information Technology and Services
Experience
Barnes & Noble Inc. February 2001 - Present
HSBC Securities March 1997 - February 2001
Republic National Bank 1997 - 2001
Telesphere March 1996 - May 1997
RAM Mobile Data September 1992 - February 1996
Blackhawk June 1990 - August 1992
Skills
Informix, MySQL, Unix, Databases, Microsoft SQL Server, Data Warehousing, Unix Shell Scripting, SQL, Database Administration, AIX, Database Design, Disaster Recovery, HP-UX, Oracle, Shell Scripting
Education
City University of New York City College 1987 — 1992
BS
Barnes & Noble Inc. February 2001 - Present
HSBC Securities March 1997 - February 2001
Republic National Bank 1997 - 2001
Telesphere March 1996 - May 1997
RAM Mobile Data September 1992 - February 1996
Blackhawk June 1990 - August 1992
Skills
Informix, MySQL, Unix, Databases, Microsoft SQL Server, Data Warehousing, Unix Shell Scripting, SQL, Database Administration, AIX, Database Design, Disaster Recovery, HP-UX, Oracle, Shell Scripting
Education
City University of New York City College 1987 — 1992
BS
Kevin Votto's HSBC Securities Experience August 2006 - Present
Job Vice President at HSBC Securities
Industry Banking
Experience
HSBC Securities August 2006 - Present
JP Morgan Chase January 2000 - July 2006
JPMorgan Chase March 1997 - January 2000
Skills
Banking, Credit, Loans, Finance, Securitization, Investment Banking, Capital Markets, Investments, Financial Services, Financial Institutions, Syndications, Credit Analysis, Financial Modeling, Credit Risk, Corporate Finance, Commercial Banking, Risk Management, Financial Structuring, Trading, Financial Advisory, Financial Analysis, Fixed Income, Mergers & Acquisitions, Mortgage Lending, Derivatives, Equities, Securities, Financial Markets, Hedge Funds, Bonds, Portfolio Management, FX Options, Bloomberg, ABS
Education
Bucknell University 1992 — 1996
Bachelor of Science, Business Administration/Finance
Fairfield Prep 1988 — 1992
Foote School 1979 — 1988
HSBC Securities August 2006 - Present
JP Morgan Chase January 2000 - July 2006
JPMorgan Chase March 1997 - January 2000
Skills
Banking, Credit, Loans, Finance, Securitization, Investment Banking, Capital Markets, Investments, Financial Services, Financial Institutions, Syndications, Credit Analysis, Financial Modeling, Credit Risk, Corporate Finance, Commercial Banking, Risk Management, Financial Structuring, Trading, Financial Advisory, Financial Analysis, Fixed Income, Mergers & Acquisitions, Mortgage Lending, Derivatives, Equities, Securities, Financial Markets, Hedge Funds, Bonds, Portfolio Management, FX Options, Bloomberg, ABS
Education
Bucknell University 1992 — 1996
Bachelor of Science, Business Administration/Finance
Fairfield Prep 1988 — 1992
Foote School 1979 — 1988
Scott Furgal's HSBC Securities Experience April 2006 - October 2009
Job Interest Rates Trading at Nomura
Industry Investment Banking
Experience
Nomura October 2009 - Present
HSBC Securities April 2006 - October 2009
Education
Colgate University 2000 — 2004
The Dalton School 1997 — 2000
Nomura October 2009 - Present
HSBC Securities April 2006 - October 2009
Education
Colgate University 2000 — 2004
The Dalton School 1997 — 2000
Benjamin Edelstein's HSBC Securities Experience July 2004 - November 2005
Job Senior Director FP&A at Home Point Financial
Industry Financial Services
Experience
Home Point Financial April 2015 - Present
Home Point Financial f/k/a Maverick Funding Corp. September 2012 - March 2015
Milestone Accounting Solutions December 2008 - December 2014
CIT November 2008 - September 2012
Castle Point Mortgage May 2007 - November 2008
Castle Point Mortgage November 2005 - May 2007
HSBC Securities July 2004 - November 2005
Skills
Management, Analysis, Finance, Mortgage Lending, Financial Accounting, Loans, Process Improvement, Corporate Finance, Financial Modeling, Accounting, Credit, Cash Flow
Education
Cornell University 1996 — 2000
BS, Applied Economics & Management
Home Point Financial April 2015 - Present
Home Point Financial f/k/a Maverick Funding Corp. September 2012 - March 2015
Milestone Accounting Solutions December 2008 - December 2014
CIT November 2008 - September 2012
Castle Point Mortgage May 2007 - November 2008
Castle Point Mortgage November 2005 - May 2007
HSBC Securities July 2004 - November 2005
Skills
Management, Analysis, Finance, Mortgage Lending, Financial Accounting, Loans, Process Improvement, Corporate Finance, Financial Modeling, Accounting, Credit, Cash Flow
Education
Cornell University 1996 — 2000
BS, Applied Economics & Management
Bruce Rigione's HSBC Securities Experience 1996 - 1999
Job Managing Partner at Capital Ideas Group
Industry Financial Services
Experience
Capital Ideas Group September 2003 - Present
NextCard August 2000 - September 2003
NextCard January 1999 - August 2000
HSBC Securities 1996 - 1999
Chase Securities 1987 - 1996
Bankers Trust Company 1981 - 1987
Skills
Joint Ventures, Venture Capital, Structuring, Origination, Securitization, Capital Markets, Private Equity, Structured Finance, Debt, Project Finance, ABS, Corporate Finance, Private Placements, Portfolio Management, Business Development, Financial Structuring, Financial Services, Hedge Funds
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Fairfield University 1975 — 1979
BA, Politics
Capital Ideas Group September 2003 - Present
NextCard August 2000 - September 2003
NextCard January 1999 - August 2000
HSBC Securities 1996 - 1999
Chase Securities 1987 - 1996
Bankers Trust Company 1981 - 1987
Skills
Joint Ventures, Venture Capital, Structuring, Origination, Securitization, Capital Markets, Private Equity, Structured Finance, Debt, Project Finance, ABS, Corporate Finance, Private Placements, Portfolio Management, Business Development, Financial Structuring, Financial Services, Hedge Funds
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Fairfield University 1975 — 1979
BA, Politics
Douglas S Gasher's HSBC Securities Experience 1991 - 1992
Job Vice President, Institutional Fixed Income at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
Multi-Bank Securities, Inc. October 2013 - Present
Guzman & Company December 2010 - September 2013
Finacorp Securities, TradeFunds January 2009 - June 2010
Calamos Investments May 2007 - October 2008
HSBC Securities 1991 - 1992
Skills
Series 63, Fixed Income, Bonds, Bloomberg, Mutual Funds, Securities, Treasury Management, Cash Management, Money Market, Municipal Bonds, Alternative Investments, Equities, Sales Management, Series 7, Certified Public Fund..., Separately Managed..., Asset Allocation, Asset Managment, MBS, Structured Products, Trading Systems, Financial Markets, Trading, Capital Markets, Institutional..., Investment Advisory, ABS, Hedge Funds, Portfolio Management, FINRA, Electronic Trading, Equity Research, Derivatives, Investments, Investment Management, Investment Strategies, Investment Banking, Interest Rate..., Wealth Management, Financial Modeling, Equity Trading, Options, Financial Advisory, Asset Management
Education
CPFIM Class Instructor
CPFIM Class Instructor
California State University-Long Beach
Larry Parmit's HSBC Securities Experience December 2007 - June 2009
Job Managing Partner at Lair Lounge and Restaurant
Industry Financial Services
Experience
HSBC September 2013 - Present
HSBC Securities December 2007 - June 2009
Deutsche Bank Securities March 2007 - November 2007
Credit Suisse First Boston May 2006 - March 2007
Hudson Capital Group November 2005 - April 2006
Skills
Investments, Equities, Trading, Options, Securities, Financial Risk
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Finance and Economics
Pace University 1999 — 2000
HSBC September 2013 - Present
HSBC Securities December 2007 - June 2009
Deutsche Bank Securities March 2007 - November 2007
Credit Suisse First Boston May 2006 - March 2007
Hudson Capital Group November 2005 - April 2006
Skills
Investments, Equities, Trading, Options, Securities, Financial Risk
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Finance and Economics
Pace University 1999 — 2000
Emily Tusaneza's HSBC Securities Experience April 2012 - February 2013
Job Consultant Enhanced Prudential Standards (EPS)/Intermediate Holding Company (IHC) for FBOs at UBS
Industry Information Technology and Services
Experience
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
Ernie Lee's HSBC Securities Experience July 2010 - Present
Job Assistant Vice President: OTC Clearing / ETD Client Service and OCC Margin Analyst at HSBC Securities USA, Inc.
Industry Investment Banking
Experience
HSBC Securities July 2010 - Present
HSBC Securities February 2010 - July 2010
HSBC Securities August 2009 - January 2010
UBS Investment Bank October 2006 - February 2009
ABN AMRO November 2003 - September 2006
Credit Agricole October 2000 - October 2003
Citibank June 1993 - October 2000
Skills
Options, FX Options, Equities, Commodity, Collateral Management, Accounting, Derivatives, Back Office, Electronic Trading, Fixed Income, Equity Derivatives, Middle Office, Investment Banking, Swaps, Trading Systems, Trading, Capital Markets, Bloomberg, Financial Markets, Hedging, Settlement, Series 7, Investments, Bonds, Asset Management, Account Reconciliation, FINRA, Treasury, Structured Products, Prime Brokerage, Credit Derivatives, Hedge Funds, Corporate Actions, Interest Rate..., Securities, Alternative Investments, Financial Services, Foreign Exchange, Operational Risk, Equity Trading, Securities Lending, Commodity Markets, Financial Risk, Market Data, Valuation, Portfolio Management
Education
City University of New York-Hunter College
BS, Accounting
HSBC Securities July 2010 - Present
HSBC Securities February 2010 - July 2010
HSBC Securities August 2009 - January 2010
UBS Investment Bank October 2006 - February 2009
ABN AMRO November 2003 - September 2006
Credit Agricole October 2000 - October 2003
Citibank June 1993 - October 2000
Skills
Options, FX Options, Equities, Commodity, Collateral Management, Accounting, Derivatives, Back Office, Electronic Trading, Fixed Income, Equity Derivatives, Middle Office, Investment Banking, Swaps, Trading Systems, Trading, Capital Markets, Bloomberg, Financial Markets, Hedging, Settlement, Series 7, Investments, Bonds, Asset Management, Account Reconciliation, FINRA, Treasury, Structured Products, Prime Brokerage, Credit Derivatives, Hedge Funds, Corporate Actions, Interest Rate..., Securities, Alternative Investments, Financial Services, Foreign Exchange, Operational Risk, Equity Trading, Securities Lending, Commodity Markets, Financial Risk, Market Data, Valuation, Portfolio Management
Education
City University of New York-Hunter College
BS, Accounting
William Greco's HSBC Securities Experience 2009 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Deutsche Bank Securities 1998 - 2009
Education
Bucknell University
BA, Economics and International Relations
Fordham Gabelli School of Business
MBA, Finance and Marketing
HSBC Securities 2009 - Present
Deutsche Bank Securities 1998 - 2009
Education
Bucknell University
BA, Economics and International Relations
Fordham Gabelli School of Business
MBA, Finance and Marketing
Joseph Celifarco's HSBC Securities Experience January 2001 - April 2009
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
Allstate Financial Services April 2011 - May 2013
Financial Network Investment Corporation February 2010 - January 2011
HSBC Securities January 2001 - April 2009
Skills
Compliance, Annuities, Risk Management, Mutual Funds, Series 7, Retirement Planning, Financial Planning, Coaching, Supervisory Skills, Insurance, Investments, Securities, Series 63, Wealth Management, Long Term Care, Retirement, Recruiting, Strategic Financial..., Fixed Annuities, 401k, Asset Allocation, Investment Advisory, Financial Advisory, Financial Services
Education
City University of New York-College of Staten Island
BA, Psychology
TD Ameritrade May 2013 - Present
Allstate Financial Services April 2011 - May 2013
Financial Network Investment Corporation February 2010 - January 2011
HSBC Securities January 2001 - April 2009
Skills
Compliance, Annuities, Risk Management, Mutual Funds, Series 7, Retirement Planning, Financial Planning, Coaching, Supervisory Skills, Insurance, Investments, Securities, Series 63, Wealth Management, Long Term Care, Retirement, Recruiting, Strategic Financial..., Fixed Annuities, 401k, Asset Allocation, Investment Advisory, Financial Advisory, Financial Services
Education
City University of New York-College of Staten Island
BA, Psychology
Eric Kuzma's HSBC Securities Experience 2012 - Present
Job AML Compliance Analyst at HSBC
Industry Law Practice
Experience
HSBC Securities 2012 - Present
Skills
Legal Research, Legal Writing, Public Policy, Training, Budgets, Westlaw, Nonprofits, Research, Project Planning, Public Speaking, Customer Service, Policy Analysis, Microsoft Office, PowerPoint, Employment Law, Editing, Microsoft Excel, Event Planning, Microsoft Word, Policy, Management
Education
Northeastern University School of Law 2008 — 2011
J.D.
Cornell University 2002 — 2006
B.S.
HSBC Securities 2012 - Present
Skills
Legal Research, Legal Writing, Public Policy, Training, Budgets, Westlaw, Nonprofits, Research, Project Planning, Public Speaking, Customer Service, Policy Analysis, Microsoft Office, PowerPoint, Employment Law, Editing, Microsoft Excel, Event Planning, Microsoft Word, Policy, Management
Education
Northeastern University School of Law 2008 — 2011
J.D.
Cornell University 2002 — 2006
B.S.
Carolyn F. Wang's HSBC Securities Experience 2006 - 2008
Job Senior Financial Analyst, Global Wealth Management at Citibank
Industry Banking
Experience
Citibank 2009 - Present
HSBC Securities 2006 - 2008
HSBC Securities 2002 - 2006
HSBC Securities 1998 - 2002
New York Blood Center 1997 - 1998
Skills
Fixed Income, Portfolio Management, Capital Markets, Financial Analysis, Banking, Finance, Hedge Funds, Derivatives, Wealth Management, Equities, FX Options, Trading, Accounting, Investment Banking, Financial Modeling, Financial Risk, Valuation
Education
City University of New York
Bachelor of Science degree, Accounting
Citibank 2009 - Present
HSBC Securities 2006 - 2008
HSBC Securities 2002 - 2006
HSBC Securities 1998 - 2002
New York Blood Center 1997 - 1998
Skills
Fixed Income, Portfolio Management, Capital Markets, Financial Analysis, Banking, Finance, Hedge Funds, Derivatives, Wealth Management, Equities, FX Options, Trading, Accounting, Investment Banking, Financial Modeling, Financial Risk, Valuation
Education
City University of New York
Bachelor of Science degree, Accounting
Larry Ngai's HSBC Securities Experience January 2010 - August 2013
Job Vice President, Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Citi Personal Wealth Management August 2013 - Present
HSBC Securities January 2010 - August 2013
TIAA-CREF August 2006 - July 2007
Charles Schwab September 1994 - January 2005
Education
College for Financial Planning 2002 — 2006
MS, Financial Planning
San Francisco State University, College of Business 1987 — 1991
BS, Business Administration
Hasnat Matin's HSBC Securities Experience January 2006 - September 2009
Job Agency MBS Trader at RBC
Industry Capital Markets
Experience
RBC Capital Markets April 2014 - November 2014
Wells Fargo January 2010 - December 2013
HSBC Securities January 2006 - September 2009
HSBC January 2005 - January 2006
Skills
Trading, Bloomberg, VBA, MBS, Options, FX, ABS, Fixed Income
Education
Columbia Engineering 2003 — 2005
MS, Financial Engineering
University College London, U. of London 1999 — 2002
BSc, Economics & Statistics
Watford Grammar 1996 — 1998
RBC Capital Markets April 2014 - November 2014
Wells Fargo January 2010 - December 2013
HSBC Securities January 2006 - September 2009
HSBC January 2005 - January 2006
Skills
Trading, Bloomberg, VBA, MBS, Options, FX, ABS, Fixed Income
Education
Columbia Engineering 2003 — 2005
MS, Financial Engineering
University College London, U. of London 1999 — 2002
BSc, Economics & Statistics
Watford Grammar 1996 — 1998
David Koretz's HSBC Securities Experience June 2006 - August 2006
Job CEO, Chief Operating Officer, SlantShack Jerky
Industry Food & Beverages
Experience
SlantShack Jerky March 2010 - Present
Cornerstone Research August 2007 - May 2011
HSBC Securities June 2006 - August 2006
Skills
Start-ups, Entrepreneurship, Sustainability, Renewable Energy, Energy, Business Strategy, Marketing Strategy, Product Management, New Business Development, Research, Data Analysis, Product Development
Education
Columbia University in the City of New York 2003 — 2007
B.S., Operations Research
Milton Academy 2000 — 2003
SlantShack Jerky March 2010 - Present
Cornerstone Research August 2007 - May 2011
HSBC Securities June 2006 - August 2006
Skills
Start-ups, Entrepreneurship, Sustainability, Renewable Energy, Energy, Business Strategy, Marketing Strategy, Product Management, New Business Development, Research, Data Analysis, Product Development
Education
Columbia University in the City of New York 2003 — 2007
B.S., Operations Research
Milton Academy 2000 — 2003
Christopher Tang's HSBC Securities Experience June 2006 - August 2006
Job MIT Sloan MBA Candidate 2014
Industry Higher Education
Experience
MIT Sloan School of Management May 2012 - Present
Mondelēz International June 2013 - August 2013
CFPA (China Foundation for Poverty Alleviation) Microfinance January 2012 - April 2012
CFPA (China Foundation for Poverty Alleviation) Microfinance June 2011 - August 2011
APCO Worldwide June 2010 - December 2010
HSBC May 2008 - June 2009
HSBC September 2007 - April 2008
HSBC Securities June 2006 - August 2006
Grand Hotel Florence January 2005 - January 2005
Grand Hyatt Hong Kong June 2004 - August 2004
Skills
Cross-functional Team..., Collaborative Problem..., Cross-cultural Teams, Public Speaking, Communication, Project Management, Management Consulting, Mandarin, Management, Capital Markets, Strategic Communications, Leadership, Investments, Financial Modeling, Valuation, Analysis, Marketing, Market Analysis, Portfolio Management, Strategy, Competitive Analysis
Education
MIT Sloan School of Management 2012 — 2014
MBA 2014, Business Administration and Management, General
Tsinghua University 2011 — 2011
Cornell University 2003 — 2007
BS, Hotel Administration
HKIS 1999 — 2003
MIT Sloan School of Management May 2012 - Present
Mondelēz International June 2013 - August 2013
CFPA (China Foundation for Poverty Alleviation) Microfinance January 2012 - April 2012
CFPA (China Foundation for Poverty Alleviation) Microfinance June 2011 - August 2011
APCO Worldwide June 2010 - December 2010
HSBC May 2008 - June 2009
HSBC September 2007 - April 2008
HSBC Securities June 2006 - August 2006
Grand Hotel Florence January 2005 - January 2005
Grand Hyatt Hong Kong June 2004 - August 2004
Skills
Cross-functional Team..., Collaborative Problem..., Cross-cultural Teams, Public Speaking, Communication, Project Management, Management Consulting, Mandarin, Management, Capital Markets, Strategic Communications, Leadership, Investments, Financial Modeling, Valuation, Analysis, Marketing, Market Analysis, Portfolio Management, Strategy, Competitive Analysis
Education
MIT Sloan School of Management 2012 — 2014
MBA 2014, Business Administration and Management, General
Tsinghua University 2011 — 2011
Cornell University 2003 — 2007
BS, Hotel Administration
HKIS 1999 — 2003
Kenny Sullivan's HSBC Securities Experience 2006 - 2007
Job Vice President at ED&F MAN Capital Markets Ltd
Industry Capital Markets
Experience
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
J. Patrick McDonald's HSBC Securities Experience October 2000 - July 2007
Job Managing Director at Waypoint Residential LLC
Industry Capital Markets
Experience
Waypoint Residential LLC November 2013 - Present
Waypoint Residential LLC October 2013 - Present
The Seaport Group LLC September 2013 - January 2014
American Capital Energy February 2008 - November 2012
HSBC Securities October 2000 - July 2007
UBS-Warburg Dillon Read August 1995 - June 2000
Paine Webber INC. September 1990 - November 1994
FCredit Suisse First Boston October 1986 - August 1990
IBM Corporation June 1981 - July 1983
Skills
Fixed Income, Credit Derivatives, Emerging Markets, Hedge Funds, Equities, Multifamily Real Estate..., Business Development, Capital Markets, Financial Markets, Funding, Investments, Private Equity, Project Finance, Rates, Series 63, Series 7, Start-ups, Wealth Management, Management, Bonds, Portfolio Management, Alternative Investments, Valuation, Investment Banking
Education
College of the Holy Cross 1971 — 1975
BS, Economics/Accounting
Waypoint Residential LLC November 2013 - Present
Waypoint Residential LLC October 2013 - Present
The Seaport Group LLC September 2013 - January 2014
American Capital Energy February 2008 - November 2012
HSBC Securities October 2000 - July 2007
UBS-Warburg Dillon Read August 1995 - June 2000
Paine Webber INC. September 1990 - November 1994
FCredit Suisse First Boston October 1986 - August 1990
IBM Corporation June 1981 - July 1983
Skills
Fixed Income, Credit Derivatives, Emerging Markets, Hedge Funds, Equities, Multifamily Real Estate..., Business Development, Capital Markets, Financial Markets, Funding, Investments, Private Equity, Project Finance, Rates, Series 63, Series 7, Start-ups, Wealth Management, Management, Bonds, Portfolio Management, Alternative Investments, Valuation, Investment Banking
Education
College of the Holy Cross 1971 — 1975
BS, Economics/Accounting
Alexandre Martin Isoz-Vaillancourt's HSBC Securities Experience November 2009 - December 2011
Job Economist
Industry Research
Experience
Gaz Métro October 2014 - Present
CIRANO January 2014 - April 2014
Conseil du patronat du Québec October 2013 - November 2013
The International Civil Aviation Organization September 2013 - October 2013
National Bank Financial January 2012 - September 2012
HSBC Securities November 2009 - December 2011
Skills
Econometrics, Corporate Finance, Bloomberg Terminal, Fixed Income, Financial Markets, Derivatives, Asset Allocation, Data Analysis, Capital Markets, Valuation, Financial Modeling, Trading, Wealth Management, Bonds, Credit Analysis, Hedge Funds, Marketing, Matlab, Portfolio Management, Asset Management, Finance, Bloomberg, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Stata
Education
Université de Montréal 2012 — 2013
Master of Science (M.Sc.), Economics
CFA Institute 2010 — 2010
Concordia University 2007 — 2009
Bachelor of Arts (B.A.), Economics
McGill University 2006 — 2006
Political Science and Government
Graduate Institute of International and Development Studies 2005 — 2006
International Relations and Affairs
University of Geneva 2004 — 2006
International Relations and Affairs
Gaz Métro October 2014 - Present
CIRANO January 2014 - April 2014
Conseil du patronat du Québec October 2013 - November 2013
The International Civil Aviation Organization September 2013 - October 2013
National Bank Financial January 2012 - September 2012
HSBC Securities November 2009 - December 2011
Skills
Econometrics, Corporate Finance, Bloomberg Terminal, Fixed Income, Financial Markets, Derivatives, Asset Allocation, Data Analysis, Capital Markets, Valuation, Financial Modeling, Trading, Wealth Management, Bonds, Credit Analysis, Hedge Funds, Marketing, Matlab, Portfolio Management, Asset Management, Finance, Bloomberg, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Stata
Education
Université de Montréal 2012 — 2013
Master of Science (M.Sc.), Economics
CFA Institute 2010 — 2010
Concordia University 2007 — 2009
Bachelor of Arts (B.A.), Economics
McGill University 2006 — 2006
Political Science and Government
Graduate Institute of International and Development Studies 2005 — 2006
International Relations and Affairs
University of Geneva 2004 — 2006
International Relations and Affairs
Jo-Ann Beech's HSBC Securities Experience October 2011 - December 2011
Job Administrative Assistant
Industry Retail
Experience
Piscines Rene Pitre March 2012 - July 2014
HSBC Securities October 2011 - December 2011
United Nations February 2011 - April 2011
Fishman Flanz Meland Paquin April 2004 - September 2010
Davis LLP 2002 - 2004
Gulf Canada 1982 - 1983
Skills
Microsoft Office, Secretary, Reception, Records Management, Employment Law, French, Sales, Courts, Administrative..., Filing, Retail, Social Media, Public Speaking, Legal Documents, Administrative...
Education
SHADD Academy 1997 — 1998
D.E.P. Secretarial Studies, Secretary
John Abbott College
McGill University
A few courses in Teaching
Piscines Rene Pitre March 2012 - July 2014
HSBC Securities October 2011 - December 2011
United Nations February 2011 - April 2011
Fishman Flanz Meland Paquin April 2004 - September 2010
Davis LLP 2002 - 2004
Gulf Canada 1982 - 1983
Skills
Microsoft Office, Secretary, Reception, Records Management, Employment Law, French, Sales, Courts, Administrative..., Filing, Retail, Social Media, Public Speaking, Legal Documents, Administrative...
Education
SHADD Academy 1997 — 1998
D.E.P. Secretarial Studies, Secretary
John Abbott College
McGill University
A few courses in Teaching
Robert Moserowitz's HSBC Securities Experience 1995 - 1997
Job Director Chief Financial Officer ABN AMRO Securities (USA) LLC
Industry Investment Banking
Experience
ABN AMRO Securities (USA) LLC 2013 - Present
Mitsubishi UFJ Securities 2008 - 2013
Nomura Securities International, Inc May 2005 - July 2008
Merrill Lynch April 1999 - April 2005
Yamaichi Securities USA 1997 - 1998
HSBC Securities 1995 - 1997
Chemical Securities Inc. 1993 - 1995
Donaldson, Lufkin & Jenrette Inc. 1987 - 1993
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Accounting, Bonds, Derivatives, FINRA, Financial Reporting, Swaps, Equities, Asset Management, Prime Brokerage, Securities, Valuation, Credit Derivatives, Bloomberg, Finance, Financial Analysis, Financial Risk
Education
City University of New York-Brooklyn College 1980 — 1985
BS, Accounting
ABN AMRO Securities (USA) LLC 2013 - Present
Mitsubishi UFJ Securities 2008 - 2013
Nomura Securities International, Inc May 2005 - July 2008
Merrill Lynch April 1999 - April 2005
Yamaichi Securities USA 1997 - 1998
HSBC Securities 1995 - 1997
Chemical Securities Inc. 1993 - 1995
Donaldson, Lufkin & Jenrette Inc. 1987 - 1993
Skills
Fixed Income, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Accounting, Bonds, Derivatives, FINRA, Financial Reporting, Swaps, Equities, Asset Management, Prime Brokerage, Securities, Valuation, Credit Derivatives, Bloomberg, Finance, Financial Analysis, Financial Risk
Education
City University of New York-Brooklyn College 1980 — 1985
BS, Accounting
Jason Nieves, CFP®'s HSBC Securities Experience June 2010 - Present
Job V.P. Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities June 2010 - Present
Skills
Investments, Portfolio Management, Banking, Equities, Wealth Management, Mutual Funds, Financial Services, Series 7, Finance, Securities, Financial Planning, Asset Management, Fixed Income, Risk Management, Financial Analysis
Education
California State University-Northridge 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC Securities June 2010 - Present
Skills
Investments, Portfolio Management, Banking, Equities, Wealth Management, Mutual Funds, Financial Services, Series 7, Finance, Securities, Financial Planning, Asset Management, Fixed Income, Risk Management, Financial Analysis
Education
California State University-Northridge 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Shane Mahieu's HSBC Securities Experience June 2004 - September 2006
Job AAMS, CSNA, Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
James J. Ryan's HSBC Securities Experience August 2004 - September 2008
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
Christine Ha's HSBC Securities Experience 2005 - 2007
Job Vice President, Healthcare Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Greenhill & Co. January 2015 - May 2015
Greenhill & Co. September 2011 - January 2015
HealthCare Royalty Partners 2010 - 2010
Aisling Capital 2007 - 2009
HSBC Securities 2005 - 2007
Goldman Sachs 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
The University of Chicago 1999 — 2003
BS and BA, Mathematics and Statistics
Choate Rosemary Hall 1996 — 1999
Credit Suisse May 2015 - Present
Greenhill & Co. January 2015 - May 2015
Greenhill & Co. September 2011 - January 2015
HealthCare Royalty Partners 2010 - 2010
Aisling Capital 2007 - 2009
HSBC Securities 2005 - 2007
Goldman Sachs 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
The University of Chicago 1999 — 2003
BS and BA, Mathematics and Statistics
Choate Rosemary Hall 1996 — 1999
Andrew Gutmann's HSBC Securities Experience 2004 - 2006
Job Founder of igokids and Author of "How to Be an Investment Banker"
Industry Internet
Experience
igokids January 2011 - Present
John Wiley and Sons July 2012 - Present
Columbia Business School 2008 - Present
Annabelle Joule LLC 2006 - 2008
HSBC Securities 2004 - 2006
Houlihan Lokey 2001 - 2004
Basstech International LLC 1997 - 2000
Federal Reserve Board of Governors 1996 - 1997
Skills
Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Modeling, Entrepreneurship, Internet Entrepreneur, PHP, MySQL, JavaScript, Career Counseling, Job Coaching
Education
Columbia Business School 2000 — 2001
MBA, Finance
The Johns Hopkins University 1993 — 1996
BA, Economics
igokids January 2011 - Present
John Wiley and Sons July 2012 - Present
Columbia Business School 2008 - Present
Annabelle Joule LLC 2006 - 2008
HSBC Securities 2004 - 2006
Houlihan Lokey 2001 - 2004
Basstech International LLC 1997 - 2000
Federal Reserve Board of Governors 1996 - 1997
Skills
Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Modeling, Entrepreneurship, Internet Entrepreneur, PHP, MySQL, JavaScript, Career Counseling, Job Coaching
Education
Columbia Business School 2000 — 2001
MBA, Finance
The Johns Hopkins University 1993 — 1996
BA, Economics
Paul Durham's HSBC Securities Experience July 1999 - April 2009
Job Manager Investor Relations at Redstar Gold Corp (RGC)
Industry Mining & Metals
Experience
Redstar Gold Corp (RGC) August 2014 - Present
PDIR Consulting January 2014 - Present
International Minerals Corporation April 2010 - December 2013
Auerbach Grayson June 2009 - April 2010
HSBC Securities July 1999 - April 2009
Scotiabank 1988 - 1999
GoldFields Of South Africa 1975 - 1980
Skills
Mining, Commodity, Trading, Gold, Investor Relations, Investments, Hedge Funds, Precious Metals, Portfolio Management, Valuation, Bloomberg, Emerging Markets
Education
Durham University 1979 — 1980
MSc, Management Studies
Cardiff University / Prifysgol Caerdydd 1971 — 1974
BSc, Mineral Exploitation
Redstar Gold Corp (RGC) August 2014 - Present
PDIR Consulting January 2014 - Present
International Minerals Corporation April 2010 - December 2013
Auerbach Grayson June 2009 - April 2010
HSBC Securities July 1999 - April 2009
Scotiabank 1988 - 1999
GoldFields Of South Africa 1975 - 1980
Skills
Mining, Commodity, Trading, Gold, Investor Relations, Investments, Hedge Funds, Precious Metals, Portfolio Management, Valuation, Bloomberg, Emerging Markets
Education
Durham University 1979 — 1980
MSc, Management Studies
Cardiff University / Prifysgol Caerdydd 1971 — 1974
BSc, Mineral Exploitation
Milton McCarroll's HSBC Securities Experience January 2002 - Present
Job Full Charge Bookkeeper at Ralph Lincoln Service Center
Industry Accounting
Experience
City of New York, Administration for Children's Services January 2015 - Present
HSBC Securities January 2002 - Present
Ralph Lincoln Service Center January 2007 - December 2011
Ralph Lincoln-Service Center Inc January 2007 - December 2011
Columbia University June 2006 - November 2006
Treasury March 2005 - March 2006
Instructor June 2002 - November 2004
Execu-Search January 2001 - May 2002
Robert Half/Account Temps Cantor Fitzgerald General Ledger Dept November 1999 - January 2001
Merrill Lynch Treasury January 1995 - March 1999
Skills
QuickBooks Pro, Excel, Teaching Experience, Microsoft Excel, QuickBooks, Teacher Training, Financial Reporting, Account Reconciliation, Accounts Payable
Education
Brooklyn College 1979 — 1984
BA, Communications
Brooklyn College
BA, COMMUNICATIONS
City of New York, Administration for Children's Services January 2015 - Present
HSBC Securities January 2002 - Present
Ralph Lincoln Service Center January 2007 - December 2011
Ralph Lincoln-Service Center Inc January 2007 - December 2011
Columbia University June 2006 - November 2006
Treasury March 2005 - March 2006
Instructor June 2002 - November 2004
Execu-Search January 2001 - May 2002
Robert Half/Account Temps Cantor Fitzgerald General Ledger Dept November 1999 - January 2001
Merrill Lynch Treasury January 1995 - March 1999
Skills
QuickBooks Pro, Excel, Teaching Experience, Microsoft Excel, QuickBooks, Teacher Training, Financial Reporting, Account Reconciliation, Accounts Payable
Education
Brooklyn College 1979 — 1984
BA, Communications
Brooklyn College
BA, COMMUNICATIONS
Scott Usiak's HSBC Securities Experience January 2014 - Present
Job VP Director at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2014 - Present
Financial Industry Regulatory Authority October 2007 - December 2013
Skills
Electronic Trading, Trading
Education
Tulane University Law School 2002 — 2005
J.D., Sports Law Certificate
College of the Holy Cross 1995 — 1999
B.A., Political Science
Regis High School 1991 — 1995
HSBC Securities January 2014 - Present
Financial Industry Regulatory Authority October 2007 - December 2013
Skills
Electronic Trading, Trading
Education
Tulane University Law School 2002 — 2005
J.D., Sports Law Certificate
College of the Holy Cross 1995 — 1999
B.A., Political Science
Regis High School 1991 — 1995
Erinc Tokluoglu's HSBC Securities Experience February 2014 - Present
Job Quantitative Analyst at HSBC Securities
Industry Research
Experience
HSBC Securities February 2014 - Present
Princeton Plasma Physics Lab January 2012 - November 2013
Aselsan October 2007 - August 2008
Skills
Matlab, Simulations, Finite Difference Method, Numerical Analysis, Java, C++, C, Algorithms, R, R&D, Machine Learning, Mathematical Modeling, LaTeX, Mathematica
Education
Columbia University in the City of New York 2008 — 2014
Doctor of Philosophy (Ph.D.), Electrical Engineering
Cornell University 2003 — 2007
BS, Electrical and Computer Engineering
HSBC Securities February 2014 - Present
Princeton Plasma Physics Lab January 2012 - November 2013
Aselsan October 2007 - August 2008
Skills
Matlab, Simulations, Finite Difference Method, Numerical Analysis, Java, C++, C, Algorithms, R, R&D, Machine Learning, Mathematical Modeling, LaTeX, Mathematica
Education
Columbia University in the City of New York 2008 — 2014
Doctor of Philosophy (Ph.D.), Electrical Engineering
Cornell University 2003 — 2007
BS, Electrical and Computer Engineering
Adam Ades's HSBC Securities Experience June 2013 - August 2013
Job Credit Trading at HSBC Global Banking and Markets
Industry Banking
Experience
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC Securities June 2013 - August 2013
Yellow Brick Capital Advisors June 2012 - June 2013
Strategic Wealth Management September 2009 - August 2011
Skills
Bloomberg Terminal, Investments, Bloomberg, Economics, Financial Analysis, Financial Modeling, Valuation, Equities, Hedge Funds, Public Speaking, Social Media
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Financial Economics, Graduated
London School of Economics and Political Science 2012 — 2012
Economics
Columbia University in the City of New York 2011 — 2011
Arabic Language and Literature, Summer going into Sophomore year
HSBC Global Banking and Markets May 2015 - Present
HSBC Global Banking and Markets August 2014 - Present
HSBC Global Banking and Markets January 2015 - May 2015
HSBC Global Banking and Markets September 2014 - January 2015
HSBC Securities June 2013 - August 2013
Yellow Brick Capital Advisors June 2012 - June 2013
Strategic Wealth Management September 2009 - August 2011
Skills
Bloomberg Terminal, Investments, Bloomberg, Economics, Financial Analysis, Financial Modeling, Valuation, Equities, Hedge Funds, Public Speaking, Social Media
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Financial Economics, Graduated
London School of Economics and Political Science 2012 — 2012
Economics
Columbia University in the City of New York 2011 — 2011
Arabic Language and Literature, Summer going into Sophomore year
Chien-Pai Wang's HSBC Securities Experience April 2005 - November 2011
Job Release and Production support manager
Industry Financial Services
Experience
Univision August 2012 - Present
HSBC Securities April 2005 - November 2011
TIMECRUISER COMPUTING CO 2000 - 2005
BEAR STEARNS CO 1994 - 2000
Skills
Release and Production..., Calypso, Infrastructure Planning, DataSynapse, Control-m, Clear Case, EMC, SAN, NAS, Sybase, Oracle, C, C++, SharePlex, VB, Summit, Change Management, Data Center, ITIL
Education
Columbia University in the City of New York 1988 — 1990
MS, Computer Science
Soochow University, Taipei, Taiwan
BS, Computer Science
Univision August 2012 - Present
HSBC Securities April 2005 - November 2011
TIMECRUISER COMPUTING CO 2000 - 2005
BEAR STEARNS CO 1994 - 2000
Skills
Release and Production..., Calypso, Infrastructure Planning, DataSynapse, Control-m, Clear Case, EMC, SAN, NAS, Sybase, Oracle, C, C++, SharePlex, VB, Summit, Change Management, Data Center, ITIL
Education
Columbia University in the City of New York 1988 — 1990
MS, Computer Science
Soochow University, Taipei, Taiwan
BS, Computer Science
Louis R. Soto's HSBC Securities Experience January 2014 - Present
Job Team Lead Enhanced Due Diligence for Global Banking and Markets Banking Middle Office at HSBC Securities
Industry Banking
Experience
HSBC Securities January 2014 - Present
HSBC Securities July 2013 - Present
Columbia University in the City of New York August 2006 - July 2013
Skills
Research, Compliance, Due Diligence, PowerPoint, Financial Risk, Banking, AML, Communication, Credit, Risk Management, Financial Services, Leadership, KYC, Management, Anti Money Laundering
Education
John Jay College of Criminal Justice 2004 — 2011
Bachelor of Science (BS), Criminal Justice, 3.5
HSBC Securities January 2014 - Present
HSBC Securities July 2013 - Present
Columbia University in the City of New York August 2006 - July 2013
Skills
Research, Compliance, Due Diligence, PowerPoint, Financial Risk, Banking, AML, Communication, Credit, Risk Management, Financial Services, Leadership, KYC, Management, Anti Money Laundering
Education
John Jay College of Criminal Justice 2004 — 2011
Bachelor of Science (BS), Criminal Justice, 3.5
Tanya Ahken's HSBC Securities Experience November 2007 - December 2011
Job Wealth Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial January 2012 - Present
HSBC Securities November 2007 - December 2011
Education
Carleton University
Bachelor of International Business
Renmin University of China
National Bank Financial January 2012 - Present
HSBC Securities November 2007 - December 2011
Education
Carleton University
Bachelor of International Business
Renmin University of China
Robert Giannini's HSBC Securities Experience October 1998 - April 2002
Job RVP at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Nicholas Perez's HSBC Securities Experience April 2010 - May 2014
Job Commercial Credit Analyst at HSBC Commercial Bank
Industry Financial Services
Experience
HSBC Commercial Banking May 2014 - Present
HSBC Securities April 2010 - May 2014
Merrill Lynch August 2007 - April 2010
Skills
Series 7, Series 63, Life Insurance, Credit Analysis, Financial Analysis, Corporate Finance, Equity Research, Portfolio Management, Investments, Finance, Mutual Funds, Banking, Credit, Loans, Risk Management, Financial Risk, Wealth Management, Financial Services, Financial Planning, Microsoft Office, Microsoft Excel, Credit Risk, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
SUNY at Buffalo 2001 — 2008
Bachelor's degree, Psychology
HSBC Commercial Banking May 2014 - Present
HSBC Securities April 2010 - May 2014
Merrill Lynch August 2007 - April 2010
Skills
Series 7, Series 63, Life Insurance, Credit Analysis, Financial Analysis, Corporate Finance, Equity Research, Portfolio Management, Investments, Finance, Mutual Funds, Banking, Credit, Loans, Risk Management, Financial Risk, Wealth Management, Financial Services, Financial Planning, Microsoft Office, Microsoft Excel, Credit Risk, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (M.B.A.), Investments and Securities
SUNY at Buffalo 2001 — 2008
Bachelor's degree, Psychology
Gideon Asher's HSBC Securities Experience 2004 - 2007
Job Experienced Financial Services Professional
Industry Investment Banking
Experience
Evercore Partners 2007 - August 2012
HSBC Securities 2004 - 2007
Citi 1999 - 2003
Lazard 1990 - 1999
Bankers Trust Company 1988 - 1990
Skills
M&A, Investment Banking, Valuation, Financial Modeling, Divestitures, Corporate Development, Mergers & Acquisitions, Financial Institutions, Strategy, Corporate Finance, Major Gift Campaigns, Major Gift Solicitations, Fundraising Campaign..., Philanthropy
Education
Columbia Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Princeton University 1981 — 1984
BSE, Civil Engineering
Evercore Partners 2007 - August 2012
HSBC Securities 2004 - 2007
Citi 1999 - 2003
Lazard 1990 - 1999
Bankers Trust Company 1988 - 1990
Skills
M&A, Investment Banking, Valuation, Financial Modeling, Divestitures, Corporate Development, Mergers & Acquisitions, Financial Institutions, Strategy, Corporate Finance, Major Gift Campaigns, Major Gift Solicitations, Fundraising Campaign..., Philanthropy
Education
Columbia Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Princeton University 1981 — 1984
BSE, Civil Engineering
JD Yu's HSBC Securities Experience 1998 - 1999
Job Director at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ 2001 - 2014
iNautix Technologies 1999 - 2001
HSBC Securities 1998 - 1999
Skills
Risk Management, Portfolio Management, Trading Systems, Investment Banking, Derivatives, Capital Markets, Financial Risk, Business Analysis, Relationship Management, Corporate Finance, Fixed Income, IT Strategy, Banking, Financial Modeling, Project Management, Financial Services, Trading
Education
NJIT 1987 — 1989
Master's degree, Biomedical/Medical Engineering
Chung Yuan Christian University
Bachelor's degree, Biomedical/Medical Engineering
Bank of Tokyo-Mitsubishi UFJ 2001 - 2014
iNautix Technologies 1999 - 2001
HSBC Securities 1998 - 1999
Skills
Risk Management, Portfolio Management, Trading Systems, Investment Banking, Derivatives, Capital Markets, Financial Risk, Business Analysis, Relationship Management, Corporate Finance, Fixed Income, IT Strategy, Banking, Financial Modeling, Project Management, Financial Services, Trading
Education
NJIT 1987 — 1989
Master's degree, Biomedical/Medical Engineering
Chung Yuan Christian University
Bachelor's degree, Biomedical/Medical Engineering
Boris Damsky's HSBC Securities Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Securities 2005 - 2013
Imagine Software May 2000 - October 2002
Skills
Core Java, J2EE Web Services, Spring, Agile Methodologies
Education
Brooklyn College 1994 — 2000
Bachelor of Science (BS), Computer Science, 3.0
HSBC Securities 2005 - 2013
Imagine Software May 2000 - October 2002
Skills
Core Java, J2EE Web Services, Spring, Agile Methodologies
Education
Brooklyn College 1994 — 2000
Bachelor of Science (BS), Computer Science, 3.0