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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HSBC Securities Employees
Employee
Years
Job
Industry
Emily Sheeren Emily Sheeren's HSBC Securities Experience July 2006 - May 2008
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2012 - November 2014
McKinsey & Company September 2010 - August 2012
McKinsey & Company May 2009 - August 2009
HSBC Securities July 2006 - May 2008
Skills
Financial Modeling, Management Consulting, Business Strategy, Strategy, Due Diligence, Valuation, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Private Equity
Education
Harvard Business School 2008 — 2010
William & Mary 2002 — 2006
BA
McKinsey & Company August 2012 - November 2014
McKinsey & Company September 2010 - August 2012
McKinsey & Company May 2009 - August 2009
HSBC Securities July 2006 - May 2008
Skills
Financial Modeling, Management Consulting, Business Strategy, Strategy, Due Diligence, Valuation, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Private Equity
Education
Harvard Business School 2008 — 2010
William & Mary 2002 — 2006
BA
Mike Tumolo Mike Tumolo's HSBC Securities Experience February 2005 - May 2009
Job Director Interest Rate Sales at Brean Capital
Industry Financial Services
Experience
Brean Capital February 2013 - June 2013
Nomura Securities August 2009 - July 2012
HSBC Securities February 2005 - May 2009
Moore Capital Management June 2000 - January 2005
Skills
Fixed Income, Series 7, Series 63, MBS, Bloomberg, Electronic Trading, Structured Products, Bonds, Derivatives, Equities, Credit Derivatives, Swaps, Interest Rate..., Capital Markets, ABS, High Yield, CDS, Hedge Funds, Trading, Equity Derivatives
Education
Hartwick College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Mahopac High School 1992 — 1996
Bachelor's degree, Finance, General
Brean Capital February 2013 - June 2013
Nomura Securities August 2009 - July 2012
HSBC Securities February 2005 - May 2009
Moore Capital Management June 2000 - January 2005
Skills
Fixed Income, Series 7, Series 63, MBS, Bloomberg, Electronic Trading, Structured Products, Bonds, Derivatives, Equities, Credit Derivatives, Swaps, Interest Rate..., Capital Markets, ABS, High Yield, CDS, Hedge Funds, Trading, Equity Derivatives
Education
Hartwick College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Mahopac High School 1992 — 1996
Bachelor's degree, Finance, General
Jonathan Hutton Jonathan Hutton's HSBC Securities Experience December 2005 - January 2006
Job IT Professional with Customer Service and Project Management Experience
Industry Information Technology and Services
Experience
Washington Health Benefit Exchange August 2014 - Present
Townsend Security June 2014 - July 2014
spadepot.com January 2013 - March 2014
Xerox September 2009 - January 2013
HSBC August 2006 - April 2007
HSBC Securities December 2005 - January 2006
Houghton College January 2005 - December 2005
HSBC Securities September 2005 - November 2005
M&T Bank May 2005 - July 2005
Delhi Telephone Company May 2004 - August 2004
Skills
Leadership, Customer Satisfaction, Call Centers, Customer Service, Entrepreneurship, Team Leadership, Customer Experience, Team Management, Customer Retention, CRM, Sales Operations, Telecommunications, Project Management, Training, Sales, Management
Education
Houghton College 2002 — 2006
Business, English
Washington Health Benefit Exchange August 2014 - Present
Townsend Security June 2014 - July 2014
spadepot.com January 2013 - March 2014
Xerox September 2009 - January 2013
HSBC August 2006 - April 2007
HSBC Securities December 2005 - January 2006
Houghton College January 2005 - December 2005
HSBC Securities September 2005 - November 2005
M&T Bank May 2005 - July 2005
Delhi Telephone Company May 2004 - August 2004
Skills
Leadership, Customer Satisfaction, Call Centers, Customer Service, Entrepreneurship, Team Leadership, Customer Experience, Team Management, Customer Retention, CRM, Sales Operations, Telecommunications, Project Management, Training, Sales, Management
Education
Houghton College 2002 — 2006
Business, English
Andrew Cleary's HSBC Securities Experience July 2010 - October 2011
Job Owner and Principal at Andrew Cleary LLC
Industry Financial Services
Experience
Treliant Risk Advisors April 2015 - Present
Andrew Cleary LLC April 2015 - Present
K2 Intelligence February 2015 - April 2015
Barclays Investment Bank September 2014 - December 2014
Crédit Industriel et Commercial March 2014 - September 2014
CLS Group. October 2011 - December 2013
HSBC Securities July 2010 - October 2011
Marist Media Center May 2007 - May 2010
Royal Bank of Scotland Securities July 2009 - August 2009
International Management Advisory Group May 2008 - October 2008
Skills
Banking, Settlement, Foreign Exchange, Microsoft Office, Trading, Middle Office, Back Office, Microsoft Excel, Calypso, Swift Alliance, ISDA, NDF, Options, SWIFT payments, Operational Excellence, SWIFTNet, Financial Markets, Investment Banking, Electronic Trading, Trading Systems, FED Line, Hotscan, Operational Risk, Swaps, AML, KYC, OFAC, CIP, Compliance, Dodd-Frank, Anti Money Laundering, Gap Analysis, Auditing, External Audit
Education
Marist College 2006 — 2010
Bachelor of Science
Christian Brothers Academy 2002 — 2006
Treliant Risk Advisors April 2015 - Present
Andrew Cleary LLC April 2015 - Present
K2 Intelligence February 2015 - April 2015
Barclays Investment Bank September 2014 - December 2014
Crédit Industriel et Commercial March 2014 - September 2014
CLS Group. October 2011 - December 2013
HSBC Securities July 2010 - October 2011
Marist Media Center May 2007 - May 2010
Royal Bank of Scotland Securities July 2009 - August 2009
International Management Advisory Group May 2008 - October 2008
Skills
Banking, Settlement, Foreign Exchange, Microsoft Office, Trading, Middle Office, Back Office, Microsoft Excel, Calypso, Swift Alliance, ISDA, NDF, Options, SWIFT payments, Operational Excellence, SWIFTNet, Financial Markets, Investment Banking, Electronic Trading, Trading Systems, FED Line, Hotscan, Operational Risk, Swaps, AML, KYC, OFAC, CIP, Compliance, Dodd-Frank, Anti Money Laundering, Gap Analysis, Auditing, External Audit
Education
Marist College 2006 — 2010
Bachelor of Science
Christian Brothers Academy 2002 — 2006
Colleen Campana Colleen Campana's HSBC Securities Experience April 2007 - June 2009
Job Director of Operations
Industry Restaurants
Experience
Southcoast Enterprises February 2015 - Present
Burger King Corporation November 2012 - February 2015
Allstate Dealer Services February 2012 - October 2012
Deutsche Bank April 2011 - November 2011
Deutsche Bank September 2010 - April 2011
Deutsche Bank July 2009 - September 2010
HSBC Securities April 2007 - June 2009
Skills
Analytical Skills, Microsoft Excel, MS Excel Pivot Tables, SAP, Business Objects, ISDA, CSA 2010, Bloomberg, Communication Skills, PowerPoint, Written & Oral..., Agency MBS, FX Options, Swaps, Formulas, Building Relationships, Business Networking, Microsoft Office, Derivatives, Letters of Credit, Multi Tasking, Organizational..., Financial Risk, Valuation, Trading
Education
Georgia State University 2002 — 2005
Bachelors, Political Science
YoungHarris College 2000 — 2002
Associates, General
Southcoast Enterprises February 2015 - Present
Burger King Corporation November 2012 - February 2015
Allstate Dealer Services February 2012 - October 2012
Deutsche Bank April 2011 - November 2011
Deutsche Bank September 2010 - April 2011
Deutsche Bank July 2009 - September 2010
HSBC Securities April 2007 - June 2009
Skills
Analytical Skills, Microsoft Excel, MS Excel Pivot Tables, SAP, Business Objects, ISDA, CSA 2010, Bloomberg, Communication Skills, PowerPoint, Written & Oral..., Agency MBS, FX Options, Swaps, Formulas, Building Relationships, Business Networking, Microsoft Office, Derivatives, Letters of Credit, Multi Tasking, Organizational..., Financial Risk, Valuation, Trading
Education
Georgia State University 2002 — 2005
Bachelors, Political Science
YoungHarris College 2000 — 2002
Associates, General
Joe Gallucci Joe Gallucci's HSBC Securities Experience June 2011 - March 2015
Job Assistant vice president BNP
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
HSBC Securities June 2011 - March 2015
Alliance Bernstien July 2006 - June 2011
Skills
Process Improvement, Management, Banking, Financial Analysis, Strategic Planning, Microsoft Excel, Operations Management, Leadership, Microsoft Office, Business Strategy, Program Management, Business Process..., Analysis, Microsoft Word, PowerPoint, Forecasting, Risk Management
Education
Iona College 2007 — 2009
MBA, Risk Management
Sacred Heart University 2002 — 2006
BS, Business Management
BNP Paribas March 2015 - Present
HSBC Securities June 2011 - March 2015
Alliance Bernstien July 2006 - June 2011
Skills
Process Improvement, Management, Banking, Financial Analysis, Strategic Planning, Microsoft Excel, Operations Management, Leadership, Microsoft Office, Business Strategy, Program Management, Business Process..., Analysis, Microsoft Word, PowerPoint, Forecasting, Risk Management
Education
Iona College 2007 — 2009
MBA, Risk Management
Sacred Heart University 2002 — 2006
BS, Business Management
Reema Keen Reema Keen's HSBC Securities Experience December 2011 - September 2013
Job Investments Compliance Manager at UPS Investments Group
Industry Financial Services
Experience
UPS Investments Group January 2014 - Present
HSBC Securities December 2011 - September 2013
Elara Securities, Inc. January 2010 - December 2011
Skills
Banking, SEC, FINRA, KYC, FINRA Series 7, Series..., Operational Due..., CFTC, Regulatory Compliance, ERISA, DOL, Controls Assessment, Policies & Procedures...
Education
BPP Law School (Holborn) 2006 — 2009
Commercial Law: Equity Finance and Mergers & Acquisitions
Kennesaw State University 2001 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
UPS Investments Group January 2014 - Present
HSBC Securities December 2011 - September 2013
Elara Securities, Inc. January 2010 - December 2011
Skills
Banking, SEC, FINRA, KYC, FINRA Series 7, Series..., Operational Due..., CFTC, Regulatory Compliance, ERISA, DOL, Controls Assessment, Policies & Procedures...
Education
BPP Law School (Holborn) 2006 — 2009
Commercial Law: Equity Finance and Mergers & Acquisitions
Kennesaw State University 2001 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs
William A. Lyons, CFA William A. Lyons, CFA's HSBC Securities Experience 1992 - 1995
Job Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Northern Trust 2003 - Present
Bank One 1998 - 2003
Strong Capital Management 1995 - 1998
HSBC Securities 1992 - 1995
Continental Bank 1983 - 1991
American Hospital 1979 - 1983
Peat Marwick 1977 - 1979
Education
Indiana University - Kelley School of Business
BS, Accounting
Northwestern University - Kellogg School of Management
MM, Finance & Marketing
Kellen Stevens Kellen Stevens's HSBC Securities Experience September 2012 - December 2013
Job Attorney
Industry Legal Services
Experience
HSBC Securities September 2012 - December 2013
Kirby McInerney December 2011 - August 2012
Kings County District Attorneys Office January 2012 - June 2012
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Employment Law, Civil Litigation, Commercial Litigation, Securities, Legal Assistance, Securities Regulation, Dodd-Frank, Derivatives, Document Review, Financial Regulation, Banking Law
Education
Fordham Law School 2007 — 2010
Juris Doctorate
University of Southern California 2001 — 2005
Bachelor of Arts (B.A.), Social Sciences
HSBC Securities September 2012 - December 2013
Kirby McInerney December 2011 - August 2012
Kings County District Attorneys Office January 2012 - June 2012
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Employment Law, Civil Litigation, Commercial Litigation, Securities, Legal Assistance, Securities Regulation, Dodd-Frank, Derivatives, Document Review, Financial Regulation, Banking Law
Education
Fordham Law School 2007 — 2010
Juris Doctorate
University of Southern California 2001 — 2005
Bachelor of Arts (B.A.), Social Sciences
Jeffrey Ferro Jeffrey Ferro's HSBC Securities Experience March 2009 - June 2013
Job Partner at Ferro Investment Management LLC
Industry Investment Management
Experience
Ferro Investment Management LLC July 2013 - Present
HSBC Securities March 2009 - June 2013
Barclays May 2006 - January 2009
ING February 1999 - May 2006
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Options, Investments, FX Options, Series 7, Structured Products, Investment Management, Due Diligence, Technical Analysis, Market Research, CDS, Fixed Income, Electronic Trading, Asset Management
Education
Marist College 1991 — 1995
BS, Business, International
ASIJ
Ferro Investment Management LLC July 2013 - Present
HSBC Securities March 2009 - June 2013
Barclays May 2006 - January 2009
ING February 1999 - May 2006
Skills
Equities, Hedge Funds, Trading, Portfolio Management, Options, Investments, FX Options, Series 7, Structured Products, Investment Management, Due Diligence, Technical Analysis, Market Research, CDS, Fixed Income, Electronic Trading, Asset Management
Education
Marist College 1991 — 1995
BS, Business, International
ASIJ
Liam Hughes Liam Hughes's HSBC Securities Experience July 2007 - December 2013
Job Vice President, Currency and Commodities Operations at HSBC Securities
Industry Financial Services
Experience
HSBC January 2014 - Present
HSBC Securities July 2007 - December 2013
Skills
Series 7
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
HSBC January 2014 - Present
HSBC Securities July 2007 - December 2013
Skills
Series 7
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
William Kidd William Kidd's HSBC Securities Experience 1997 - 1998
Job Research Director / Technology Analyst at IHS
Industry Investment Management
Experience
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
IHS (iSuppli pre-acquisiton) 2010 - Present
Wedbush Morgan Securities 2007 - 2008
Vintage Research 2003 - 2006
Lehman Brothers 2001 - 2003
C.E. Unterberg, Towbin 1998 - 2001
HSBC Securities 1997 - 1998
Skills
Due Diligence, Investment Banking, Equities, Investor Relations, Financial Modeling, Public Speaking, Corporate Strategy..., Mergers & Acquisitions, Analysis, Equity Research, Financial Analysis, Private Equity, Strategy, Valuation, Finance, Hedge Funds, Investments, Market Research, IPO
Education
Loyola Marymount University 1992 — 1993
MBA, Finance
Jonathan Weinberg Jonathan Weinberg's HSBC Securities Experience 2005 - 2006
Job Executive Director AML at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Promontory Financial Group, LLC January 2012 - September 2012
Modern Bank, N.A. January 2006 - October 2011
hsbc bank usa, hsbc securities usa, inc January 2001 - January 2006
HSBC Securities 2005 - 2006
Credit Agricole Indosuez January 1996 - January 2001
Israel Discount Bank of New York January 1985 - January 1996
Skills
Banking, Compliance, AML, USA PATRIOT Act, Bank Secrecy Act, OFAC, BSA, KYC, Due Diligence, FCPA, Regulatory Risk, Risk, Ethics, Enterprise Risk...
Education
Maurice A. Deane School of Law at Hofstra University
J.D, Juris Doctorate
University at Albany, SUNY
B.S., Business Administration
JPMorgan Chase September 2012 - Present
Promontory Financial Group, LLC January 2012 - September 2012
Modern Bank, N.A. January 2006 - October 2011
hsbc bank usa, hsbc securities usa, inc January 2001 - January 2006
HSBC Securities 2005 - 2006
Credit Agricole Indosuez January 1996 - January 2001
Israel Discount Bank of New York January 1985 - January 1996
Skills
Banking, Compliance, AML, USA PATRIOT Act, Bank Secrecy Act, OFAC, BSA, KYC, Due Diligence, FCPA, Regulatory Risk, Risk, Ethics, Enterprise Risk...
Education
Maurice A. Deane School of Law at Hofstra University
J.D, Juris Doctorate
University at Albany, SUNY
B.S., Business Administration
Caroline Lu Caroline Lu's HSBC Securities Experience June 2010 - August 2010
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Hopu Fund January 2013 - July 2013
Vitopitan Inc. August 2011 - July 2013
China Construction Bank (Asia) Corporation Ltd. June 2011 - August 2011
JPMorgan Chase March 2011 - June 2011
HSBC Securities June 2010 - August 2010
Deloitte Consulting June 2008 - September 2008
Skills
Financial Modeling, Investments, Finance, Analysis, Market Research, Mergers & Acquisitions, Financial Services, Research, Financial Markets, Microsoft Excel, Due Diligence, Valuation, CRM, Business Planning, Securities, Data Analysis, Sales, Financial Accounting, Bloomberg, Capital IQ, Matlab, Private Equity, Market Entry, Corporate Finance, JavaScript, Project Management, SQL, Balsamiq, Commodity
Education
Massachusetts Institute of Technology 2013 — 2014
Master of finance
Northwestern University 2008 — 2012
B.A., Economics, Business Institution Program, Integrated Marketing Certificate
Goldman Sachs July 2014 - Present
Hopu Fund January 2013 - July 2013
Vitopitan Inc. August 2011 - July 2013
China Construction Bank (Asia) Corporation Ltd. June 2011 - August 2011
JPMorgan Chase March 2011 - June 2011
HSBC Securities June 2010 - August 2010
Deloitte Consulting June 2008 - September 2008
Skills
Financial Modeling, Investments, Finance, Analysis, Market Research, Mergers & Acquisitions, Financial Services, Research, Financial Markets, Microsoft Excel, Due Diligence, Valuation, CRM, Business Planning, Securities, Data Analysis, Sales, Financial Accounting, Bloomberg, Capital IQ, Matlab, Private Equity, Market Entry, Corporate Finance, JavaScript, Project Management, SQL, Balsamiq, Commodity
Education
Massachusetts Institute of Technology 2013 — 2014
Master of finance
Northwestern University 2008 — 2012
B.A., Economics, Business Institution Program, Integrated Marketing Certificate
Jason Merritt Jason Merritt's HSBC Securities Experience September 2012 - June 2013
Job AVP, Salesperson HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA July 2013 - Present
HSBC Securities September 2012 - June 2013
HSBC Securities August 2009 - September 2012
Skills
Bloomberg, Banking, Capital Markets, Series 7, Derivatives, Financial Analysis, Financial Modeling, Credit, Loans, Financial Markets
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
HSBC Bank USA July 2013 - Present
HSBC Securities September 2012 - June 2013
HSBC Securities August 2009 - September 2012
Skills
Bloomberg, Banking, Capital Markets, Series 7, Derivatives, Financial Analysis, Financial Modeling, Credit, Loans, Financial Markets
Education
Hobart and William Smith Colleges 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Eric Posner's HSBC Securities Experience August 2009 - June 2013
Job CoFounder, CEO at SWERVE Fitness
Industry Health, Wellness and Fitness
Experience
SWERVE Fitness June 2013 - Present
HSBC Securities August 2009 - June 2013
Skills
Equities, Financial Modeling, Hedge Funds, Valuation, Investments, Trading, Financial Analysis, Microsoft Excel, Economics, Emerging Markets, Microsoft Office, Bloomberg, Fixed Income, Leadership, Strategy, Capital Markets, Investment Banking, Social Media
Education
Harvard University 2005 — 2009
Bachelor's degree, Psychology, Economics
Huntington High School 2001 — 2005
SWERVE Fitness June 2013 - Present
HSBC Securities August 2009 - June 2013
Skills
Equities, Financial Modeling, Hedge Funds, Valuation, Investments, Trading, Financial Analysis, Microsoft Excel, Economics, Emerging Markets, Microsoft Office, Bloomberg, Fixed Income, Leadership, Strategy, Capital Markets, Investment Banking, Social Media
Education
Harvard University 2005 — 2009
Bachelor's degree, Psychology, Economics
Huntington High School 2001 — 2005
Henry Lindon Henry Lindon's HSBC Securities Experience June 2013 - August 2013
Job Actively seeking employment opportunities in Digital Media and Marketing
Industry Computer Software
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Qubit. February 2015 - May 2015
HSBC Securities June 2013 - August 2013
The Wellington Hospital September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Strategic Planning, SQL, Visual Studio, Macintosh Applications, Experience working with..., Charities, Teamwork, Volunteering, Experience Working with...
Education
Manhattan College 2012 — 2014
Bachelor of Science (B.S.), Computer Information Systems, 3.37
Richmond, The American International University in London 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business
University of Vermont 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Lord, Abbett & Co. LLC September 2015 - Present
Qubit. February 2015 - May 2015
HSBC Securities June 2013 - August 2013
The Wellington Hospital September 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, HTML, Strategic Planning, SQL, Visual Studio, Macintosh Applications, Experience working with..., Charities, Teamwork, Volunteering, Experience Working with...
Education
Manhattan College 2012 — 2014
Bachelor of Science (B.S.), Computer Information Systems, 3.37
Richmond, The American International University in London 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business
University of Vermont 2006 — 2009
Bachelor of Business Administration (B.B.A.), International Business
James Farrell's HSBC Securities Experience October 2011 - February 2013
Job Investor Relations Associate at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners June 2014 - Present
JPMorgan Chase March 2013 - May 2014
HSBC Securities October 2011 - February 2013
Credit Suisse September 2010 - October 2011
Credit Suisse September 2009 - September 2010
Credit Suisse February 2008 - September 2009
Skills
Investment Banking, Bloomberg, KYC, AML, Banking, Fixed Income, Series 63, Equities, Prime Brokerage, Hedge Funds, Series 7, Middle Office, Asset Management, Alternative Investments, Due Diligence, Client Services, FX Options, Foreign Exchange, Derivatives, Finance, Anti Money Laundering
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration, Finance
Fir Tree Partners June 2014 - Present
JPMorgan Chase March 2013 - May 2014
HSBC Securities October 2011 - February 2013
Credit Suisse September 2010 - October 2011
Credit Suisse September 2009 - September 2010
Credit Suisse February 2008 - September 2009
Skills
Investment Banking, Bloomberg, KYC, AML, Banking, Fixed Income, Series 63, Equities, Prime Brokerage, Hedge Funds, Series 7, Middle Office, Asset Management, Alternative Investments, Due Diligence, Client Services, FX Options, Foreign Exchange, Derivatives, Finance, Anti Money Laundering
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration, Finance
Fernando Irazu's HSBC Securities Experience 2007 - 2008
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Kent Partners 2009 - 2014
HSBC Securities 2007 - 2008
Salomon Brothers -- Citi 1997 - 2005
Sidley Austin (Brown & Wood) 1996 - 1997
Clifford Chance US LLP 1995 - 1996
Harvard University 1994 - 1995
Skills
Private Equity, Investments, Capital Markets, Structured Finance, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Strategy, Equities, Financial Modeling, Emerging Markets, Valuation, Mergers & Acquisitions, Venture Capital
Education
Harvard Law School 1994 — 1995
LLM, Law -- Corporate Finance
Georgetown University 1994 — 1994
Orientation to the US Legal System Program, International Law Institute
Universidad Catolica Argentina 1992 — 1993
PhD Course, Comparative Law
Universidad Catolica Argentina 1986 — 1991
LLB, Law
Merrill Lynch 2015 - Present
Kent Partners 2009 - 2014
HSBC Securities 2007 - 2008
Salomon Brothers -- Citi 1997 - 2005
Sidley Austin (Brown & Wood) 1996 - 1997
Clifford Chance US LLP 1995 - 1996
Harvard University 1994 - 1995
Skills
Private Equity, Investments, Capital Markets, Structured Finance, Corporate Finance, Investment Banking, Hedge Funds, Due Diligence, Strategy, Equities, Financial Modeling, Emerging Markets, Valuation, Mergers & Acquisitions, Venture Capital
Education
Harvard Law School 1994 — 1995
LLM, Law -- Corporate Finance
Georgetown University 1994 — 1994
Orientation to the US Legal System Program, International Law Institute
Universidad Catolica Argentina 1992 — 1993
PhD Course, Comparative Law
Universidad Catolica Argentina 1986 — 1991
LLB, Law
Marc AMOYAL Marc AMOYAL's HSBC Securities Experience July 2013 - Present
Job Senior Production Support Specialist at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities July 2013 - Present
Societe Generale Corporate & Investment Banking March 2011 - July 2013
Alcyane October 2008 - February 2011
Informance February 2008 - August 2008
Skills
Equity Derivatives, Production Support, Front Office Trading..., VBA, Unix Shell Scripting, Unix, Sybase, Oracle SQL, Markitwire, Customer Service, Windows Server, Java, C++, ITIL, Lean Management, JavaScript, jQuery, Perl, FIX, Equities, Electronic Trading
Education
INSA Lyon 2005 — 2008
Master's degree, Information Technology
Universidad Politécnica de Valencia 2007 — 2008
Master's degree, Information Technology
HSBC Securities July 2013 - Present
Societe Generale Corporate & Investment Banking March 2011 - July 2013
Alcyane October 2008 - February 2011
Informance February 2008 - August 2008
Skills
Equity Derivatives, Production Support, Front Office Trading..., VBA, Unix Shell Scripting, Unix, Sybase, Oracle SQL, Markitwire, Customer Service, Windows Server, Java, C++, ITIL, Lean Management, JavaScript, jQuery, Perl, FIX, Equities, Electronic Trading
Education
INSA Lyon 2005 — 2008
Master's degree, Information Technology
Universidad Politécnica de Valencia 2007 — 2008
Master's degree, Information Technology
Christine Cisco, CFP®'s HSBC Securities Experience July 2001 - November 2011
Job VP Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2011 - Present
HSBC Securities July 2001 - November 2011
Skills
Certified Financial..., Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Personal Financial..., Long-term Care
Education
Le Moyne College 1990 — 1994
Bachelor of Business Administration (BBA), Marketin/Finance
RBC Wealth Management November 2011 - Present
HSBC Securities July 2001 - November 2011
Skills
Certified Financial..., Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Personal Financial..., Long-term Care
Education
Le Moyne College 1990 — 1994
Bachelor of Business Administration (BBA), Marketin/Finance
Jie Dong Jie Dong's HSBC Securities Experience September 2007 - May 2008
Job Investment Banking and Financial Services
Industry Investment Banking
Experience
Prince Creek Advisors, LLC August 2012 - Present
HSBC Securities September 2007 - May 2008
BNP Paribas September 2002 - September 2007
Merrill Lynch June 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Derivatives, Fixed Income, Financial Analysis, Series 7, Capital Markets, Funding
Education
Fudan University
Genetic Engineering
Wellesley College
B.A., Biochemistry, Economics
Prince Creek Advisors, LLC August 2012 - Present
HSBC Securities September 2007 - May 2008
BNP Paribas September 2002 - September 2007
Merrill Lynch June 1991 - March 2000
Skills
Investment Banking, Corporate Finance, Derivatives, Fixed Income, Financial Analysis, Series 7, Capital Markets, Funding
Education
Fudan University
Genetic Engineering
Wellesley College
B.A., Biochemistry, Economics
Shri Gupta Shri Gupta's HSBC Securities Experience January 1994 - March 2004
Job Project Manager at TCS
Industry Information Technology and Services
Experience
Tata Consultancy Services - JP Morgan Chase April 2014 - Present
JPMorgan Chase January 2014 - March 2014
JPMorgan Chase June 2013 - December 2013
AIMRS LIMITED December 2011 - May 2013
San Hospitality July 2004 - November 2011
HSBC Securities January 1994 - March 2004
Mase Westpac Limited - Subsidiary of Westpac Banking Corporation July 1988 - December 1993
MCDONNELL DOUGLAS FINANCIAL SYSTEM INTERNATIONAL June 1982 - June 1988
Skills
FX, CIF, DDA, Banking, Trading, Options, Commodities, Risk, Credit, Risk Management, Investment Banking, Business Analysis, Analysis, Trading Systems, Compliance, Requirements Analysis, Back Office, Credit Risk, Market Risk, Integration, FX Options, Financial Risk, Commodity, Program Management, Middle Office, SWIFT payments, Derivatives, SDLC, Fixed Income, Financial Markets, Project Management, Payments, Management, Foreign Exchange, Capital Markets, Money Market, IT Strategy, Equities, Portfolio Management, AML, Operational Risk, Private Banking, Sybase, Cognos, Agile & Waterfall..., Equity Derivatives, Financial Services, Requirements Gathering, Structured Products, Market Data
Education
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1988
Master's Degree, Computer Science
Kannur University 1974 — 1976
M.Sc, Physics
Tata Consultancy Services - JP Morgan Chase April 2014 - Present
JPMorgan Chase January 2014 - March 2014
JPMorgan Chase June 2013 - December 2013
AIMRS LIMITED December 2011 - May 2013
San Hospitality July 2004 - November 2011
HSBC Securities January 1994 - March 2004
Mase Westpac Limited - Subsidiary of Westpac Banking Corporation July 1988 - December 1993
MCDONNELL DOUGLAS FINANCIAL SYSTEM INTERNATIONAL June 1982 - June 1988
Skills
FX, CIF, DDA, Banking, Trading, Options, Commodities, Risk, Credit, Risk Management, Investment Banking, Business Analysis, Analysis, Trading Systems, Compliance, Requirements Analysis, Back Office, Credit Risk, Market Risk, Integration, FX Options, Financial Risk, Commodity, Program Management, Middle Office, SWIFT payments, Derivatives, SDLC, Fixed Income, Financial Markets, Project Management, Payments, Management, Foreign Exchange, Capital Markets, Money Market, IT Strategy, Equities, Portfolio Management, AML, Operational Risk, Private Banking, Sybase, Cognos, Agile & Waterfall..., Equity Derivatives, Financial Services, Requirements Gathering, Structured Products, Market Data
Education
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1988
Master's Degree, Computer Science
Kannur University 1974 — 1976
M.Sc, Physics
Erin Elituv Erin Elituv's HSBC Securities Experience June 2009 - November 2011
Job Project Director at Trimera Brands
Industry Apparel & Fashion
Experience
Trimera Brands February 2012 - Present
CIBC Wood Gundy November 2011 - February 2012
HSBC Securities June 2009 - November 2011
Education
McGill University 2007 — 2010
Bachelor of Commerce, Finance and Entrepreneurship
Marianopolis College 2005 — 2007
DEC, Commerce
Trimera Brands February 2012 - Present
CIBC Wood Gundy November 2011 - February 2012
HSBC Securities June 2009 - November 2011
Education
McGill University 2007 — 2010
Bachelor of Commerce, Finance and Entrepreneurship
Marianopolis College 2005 — 2007
DEC, Commerce
Jonathan Abrams, CRPC®, CRPS®'s HSBC Securities Experience 2010 - 2013
Job Financial Advisor, Chartered Retirement Planning Counselor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
Manoj K Khanna's HSBC Securities Experience 1997 - 2004
Job IT Project Manager & Certified Scrum Master
Industry Information Technology and Services
Experience
MK Project Consulting 2008 - Present
BARCLAYS CAPITAL 2007 - 2008
CBS / SHOWTIME 2005 - 2007
HSBC SECURITIES 1997 - 2004
JP MORGAN CHASE 1990 - 1996
Skills
Databases, Process Improvement, Software Development, Business Intelligence, Data Warehousing, Project Management, Cross-functional Team..., Quality Assurance, Software Project..., Enterprise Architecture, SDLC, Requirements Analysis
Education
Iona College
BACHELOR OF SCIENCE (B.S.), COMPUTER APPLICATIONS / INFORMATION SYSTEMS
Westchester Community College
ASSOCIATE OF APPLIED SCIENCE (A.A.S.), DATA PROCESSING
MK Project Consulting 2008 - Present
BARCLAYS CAPITAL 2007 - 2008
CBS / SHOWTIME 2005 - 2007
HSBC SECURITIES 1997 - 2004
JP MORGAN CHASE 1990 - 1996
Skills
Databases, Process Improvement, Software Development, Business Intelligence, Data Warehousing, Project Management, Cross-functional Team..., Quality Assurance, Software Project..., Enterprise Architecture, SDLC, Requirements Analysis
Education
Iona College
BACHELOR OF SCIENCE (B.S.), COMPUTER APPLICATIONS / INFORMATION SYSTEMS
Westchester Community College
ASSOCIATE OF APPLIED SCIENCE (A.A.S.), DATA PROCESSING
Natalie Jones, MPA Natalie Jones, MPA's HSBC Securities Experience 2001 - 2005
Job Mitigation Planner at FEMA
Industry Government Administration
Experience
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
FEMA May 2015 - Present
Georgia Emergency Management Agency (GEMA)/Homeland Security September 2012 - May 2015
Reliance Trust Company June 2012 - September 2012
Governor's Office of Planning and Budget 2011 - 2011
Georgia Criminal Justice Coordinating Council 2010 - 2011
HSBC Private Bank 2005 - 2009
HSBC Securities 2001 - 2005
HSBC 1999 - 2001
HSBC 1998 - 1999
Skills
Analysis, Client Relationship..., Research, Budgeting, Government Relations, Administration, Policy, Microsoft Office, Budgets, Process Improvement, Management, Microsoft Excel, Accounting, Government, Grants, Nonprofits, Strategic Planning, Program Management, Data Analysis, Public Speaking, Community Outreach, Event Planning, Policy Analysis, Economic Development, Grant Writing, Public Policy, Customer Service, Fundraising
Education
Kennesaw State University 2009 — 2011
Master of Public Administration, Government Relations
Hampton University 1991 — 1995
Bachelor of Science, Marketing
Frances Ronan-Sutterby Frances Ronan-Sutterby's HSBC Securities Experience September 2006 - December 2007
Job SVP Investor Relations & Compliance, MBA, CAMS
Industry Financial Services
Experience
Citco Fund Services August 2008 - Present
HSBC Securities September 2006 - December 2007
BISYS Fund Services June 2003 - September 2006
PFPC 2001 - 2003
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Alternative Investments, Fund Accounting, Mutual Funds, Transfer Agency, Investor Relations, Asset Managment, Private Equity, Investments, Banking
Education
Heriot-Watt University 2007 — 2010
MBA, Business
University of Limerick
BS, Business
Citco Fund Services August 2008 - Present
HSBC Securities September 2006 - December 2007
BISYS Fund Services June 2003 - September 2006
PFPC 2001 - 2003
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Alternative Investments, Fund Accounting, Mutual Funds, Transfer Agency, Investor Relations, Asset Managment, Private Equity, Investments, Banking
Education
Heriot-Watt University 2007 — 2010
MBA, Business
University of Limerick
BS, Business
Annick-Isabelle Marcoux's HSBC Securities Experience August 1997 - April 2001
Job President and CEO of the Mansfield Athletic Clubs and HardCandy Fitness Toronto
Industry Health, Wellness and Fitness
Experience
Mansfield Athletic Clubs, HardCandy Fitness Toronto July 2012 - Present
BMO Harris Private Banking February 2006 - July 2012
BMO Harris Private Banking February 2006 - October 2010
Westwind Partners January 2003 - January 2006
HSBC Securities August 1997 - April 2001
Montreal Exchange February 1993 - November 1997
Society for Worldwide Interbank Financial Telecommunication, BELGIUM 1991 - 1992
Skills
Equities, Operations Management, Driving Growth, Investment Strategies, Leadership, Thought Leadership, Expansion, Mobilization, Auto motivation/self..., Business Intelligence, Team Management, Driving Results, Investments, Private Banking, Stock Exchange, Asset Managment, Portfolio Management, Wealth Management, Business Strategy, Sales Management, Financial Services, Management, General Awesomeness, Wealth, Asset Management, Strategy, Business Development, Business Expansion, Finance, Strategic Planning
Education
McGill-HEC 2008 — 2010
EMBA, Executive MBA
Université de Montréal - HEC Montréal 1989 — 1992
BAA, Management / Finance /Entrepreneurship
Mansfield Athletic Clubs, HardCandy Fitness Toronto July 2012 - Present
BMO Harris Private Banking February 2006 - July 2012
BMO Harris Private Banking February 2006 - October 2010
Westwind Partners January 2003 - January 2006
HSBC Securities August 1997 - April 2001
Montreal Exchange February 1993 - November 1997
Society for Worldwide Interbank Financial Telecommunication, BELGIUM 1991 - 1992
Skills
Equities, Operations Management, Driving Growth, Investment Strategies, Leadership, Thought Leadership, Expansion, Mobilization, Auto motivation/self..., Business Intelligence, Team Management, Driving Results, Investments, Private Banking, Stock Exchange, Asset Managment, Portfolio Management, Wealth Management, Business Strategy, Sales Management, Financial Services, Management, General Awesomeness, Wealth, Asset Management, Strategy, Business Development, Business Expansion, Finance, Strategic Planning
Education
McGill-HEC 2008 — 2010
EMBA, Executive MBA
Université de Montréal - HEC Montréal 1989 — 1992
BAA, Management / Finance /Entrepreneurship
Chaz French Chaz French's HSBC Securities Experience May 2005 - March 2008
Job .
Industry Writing and Editing
Experience
AppleOne August 2013 - Present
chazfrench.com May 1999 - Present
Alameda Health System August 2013 - December 2013
Golestan Center for Language Immersion and Cultural Education January 2011 - August 2013
Grace Street Catering November 2010 - August 2012
Three Stone Hearth August 2010 - November 2010
ANZ Investment Bank June 2008 - July 2010
HSBC Securities May 2005 - March 2008
MGM Studios November 1999 - November 2001
Skills
Baking, Food, Writing, Administration, Customer Relations, Social Media, English, Blogging, Menu Development, Cuisine, Cooking, Social Networking, Microsoft Office, Culinary Skills, Chef, Budgets, Recipes, Hospitality, Catering, Hotels, Nutrition, Event Management, Fine Dining, Food & Beverage, Restaurants, Customer Service, Time Management, Pastry
Education
Natural Gourmet Institute for Health & Culinary Arts 2009 — 2010
Chef, Culinary Arts, Health Supportive Cooking, Chef's Training Program
French Culinary Institute 2006 — 2006
Bread Baking
Los Angeles City College 1993 — 2000
English, Music, Creative Writing
AppleOne August 2013 - Present
chazfrench.com May 1999 - Present
Alameda Health System August 2013 - December 2013
Golestan Center for Language Immersion and Cultural Education January 2011 - August 2013
Grace Street Catering November 2010 - August 2012
Three Stone Hearth August 2010 - November 2010
ANZ Investment Bank June 2008 - July 2010
HSBC Securities May 2005 - March 2008
MGM Studios November 1999 - November 2001
Skills
Baking, Food, Writing, Administration, Customer Relations, Social Media, English, Blogging, Menu Development, Cuisine, Cooking, Social Networking, Microsoft Office, Culinary Skills, Chef, Budgets, Recipes, Hospitality, Catering, Hotels, Nutrition, Event Management, Fine Dining, Food & Beverage, Restaurants, Customer Service, Time Management, Pastry
Education
Natural Gourmet Institute for Health & Culinary Arts 2009 — 2010
Chef, Culinary Arts, Health Supportive Cooking, Chef's Training Program
French Culinary Institute 2006 — 2006
Bread Baking
Los Angeles City College 1993 — 2000
English, Music, Creative Writing
Mike LaPorta Mike LaPorta's HSBC Securities Experience 2000 - 2007
Job Senior Corporate Actions Specialist at MF Global
Industry Capital Markets
Experience
Bank Leumi January 2013 - Present
Morgan Stanley Wealth Management March 2012 - January 2013
MF Global July 2007 - November 2011
hsbc 2000 - 2007
HSBC Securities 2000 - 2007
Skills
Corporate Actions, Middle Office, Equities, Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Back Office, Bloomberg, Settlement, Securities, SWIFT messaging, Options, Swaps, Securities Lending, Trading Systems, FX Options, Equity Derivatives, Collateral Management, Bonds, Electronic Trading, Trading, Dividends, Capital Markets, Equity Trading, Financial Markets, Series 7, Structured Products, FINRA, Proprietary Trading, Credit Derivatives, Investment Banking, Market Data, ETFs, Money Market, Operational Risk, Commodity, Series 63, Bloomberg Terminal, Market Risk, Financial Services, Alternative Investments, Currency, Mutual Funds, AML, Emerging Markets, Asset Management, Financial Risk, Euroclear, Technical Analysis
Education
Kingsborough Community College
Bank Leumi January 2013 - Present
Morgan Stanley Wealth Management March 2012 - January 2013
MF Global July 2007 - November 2011
hsbc 2000 - 2007
HSBC Securities 2000 - 2007
Skills
Corporate Actions, Middle Office, Equities, Derivatives, Fixed Income, Prime Brokerage, Hedge Funds, Back Office, Bloomberg, Settlement, Securities, SWIFT messaging, Options, Swaps, Securities Lending, Trading Systems, FX Options, Equity Derivatives, Collateral Management, Bonds, Electronic Trading, Trading, Dividends, Capital Markets, Equity Trading, Financial Markets, Series 7, Structured Products, FINRA, Proprietary Trading, Credit Derivatives, Investment Banking, Market Data, ETFs, Money Market, Operational Risk, Commodity, Series 63, Bloomberg Terminal, Market Risk, Financial Services, Alternative Investments, Currency, Mutual Funds, AML, Emerging Markets, Asset Management, Financial Risk, Euroclear, Technical Analysis
Education
Kingsborough Community College
Ashutosh Aman's HSBC Securities Experience 2007 - 2015
Job Investment Management at Lendlease
Industry Investment Management
Experience
Lendlease September 2015 - Present
HSBC Securities 2007 - 2015
Investment Banking / Investment Management 2006 - 2007
Independent Consultant 2000 - 2005
Montgomery Watson Harza 1998 - 2000
HPCL 1995 - 1996
Skills
Capital Markets, Investment Banking, Project Finance, Mergers & Acquisitions, Investment Management, Financial Structuring, Financial Advisory, Valuation, Financial Modeling, Hedge Funds, Private Equity, Banking, Due Diligence, Corporate Finance, Credit, Emerging Markets, Infrastructure, Finance, Credit Analysis, Financial Services, Mergers, Offshore Oil & Gas, Fixed Income, Structured Finance, Securities, Transmission Lines, Infrastructure Projects, Derivatives, Renewable Energy, Container Terminals, Tax Equity, Infrastructure Debt, Wind, Loans, Drillships, Latin America, Distressed Debt, LNG, Power
Education
London Business School 2005 — 2007
MBA, Finance and Private Equity
University of Cincinnati 1996 — 1998
MS, Environmental Engineering
Indian Institute of Technology, Kanpur 1990 — 1994
B. Tech, Civil Engineering
Lendlease September 2015 - Present
HSBC Securities 2007 - 2015
Investment Banking / Investment Management 2006 - 2007
Independent Consultant 2000 - 2005
Montgomery Watson Harza 1998 - 2000
HPCL 1995 - 1996
Skills
Capital Markets, Investment Banking, Project Finance, Mergers & Acquisitions, Investment Management, Financial Structuring, Financial Advisory, Valuation, Financial Modeling, Hedge Funds, Private Equity, Banking, Due Diligence, Corporate Finance, Credit, Emerging Markets, Infrastructure, Finance, Credit Analysis, Financial Services, Mergers, Offshore Oil & Gas, Fixed Income, Structured Finance, Securities, Transmission Lines, Infrastructure Projects, Derivatives, Renewable Energy, Container Terminals, Tax Equity, Infrastructure Debt, Wind, Loans, Drillships, Latin America, Distressed Debt, LNG, Power
Education
London Business School 2005 — 2007
MBA, Finance and Private Equity
University of Cincinnati 1996 — 1998
MS, Environmental Engineering
Indian Institute of Technology, Kanpur 1990 — 1994
B. Tech, Civil Engineering
Steve Pascale's HSBC Securities Experience 2004 - Present
Job Product Manager at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2004 - Present
American Express January 2000 - January 2003
American Express 1995 - 2000
Skills
Relationship Management, Financial Services, Financial Analysis, Credit, Wealth Management, Banking, Strategy, Portfolio Management, Credit Cards, Insurance, Credit Risk, Securities, Credit Analysis, Loans, Retirement Planning, Mortgage Lending, Business Development, Investments, Finance, Mutual Funds, Financial Modeling, Strategic Financial..., Series 7, Financial Risk, Commercial Banking, Retail Banking, Mergers & Acquisitions, Executive Management, Equities, Financial Advisory, Series 63, Fixed Income, Investment Advisory, Risk Management, Financial Planning
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance
HSBC Securities 2004 - Present
American Express January 2000 - January 2003
American Express 1995 - 2000
Skills
Relationship Management, Financial Services, Financial Analysis, Credit, Wealth Management, Banking, Strategy, Portfolio Management, Credit Cards, Insurance, Credit Risk, Securities, Credit Analysis, Loans, Retirement Planning, Mortgage Lending, Business Development, Investments, Finance, Mutual Funds, Financial Modeling, Strategic Financial..., Series 7, Financial Risk, Commercial Banking, Retail Banking, Mergers & Acquisitions, Executive Management, Equities, Financial Advisory, Series 63, Fixed Income, Investment Advisory, Risk Management, Financial Planning
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance
Stewart Nacht Stewart Nacht's HSBC Securities Experience 2000 - 2002
Job Senior Manager Head of Technology Risk Management at HSBC
Industry Financial Services
Experience
HSBC March 2009 - Present
HSBC 2005 - March 2009
HSBC.com - Subsidiary of HSBC 2002 - 2005
HSBC Securities 2000 - 2002
Merrill Lynch 1986 - May 2000
Skills
IT Risk Management, Enterprise Risk..., Technology Risk, Technology Governance, Risk Management, digital risk, Operational Risk..., Enterprise Architecture, Risk, IT Strategy, Strategy, Vendor Management, Information Security, IT Management, Data Center, Project Management, Security, Management, Business Continuity, Financial Risk, Outsourcing, Governance, SDLC, PMO, Basel II, Disaster Recovery, Solution Implementation, Technological Innovation, Process Improvement, Financial Services, Risk Assessment
Education
State University of New York at Albany 1982 — 1985
MBA
Ithaca College 1978 — 1982
BS
HSBC March 2009 - Present
HSBC 2005 - March 2009
HSBC.com - Subsidiary of HSBC 2002 - 2005
HSBC Securities 2000 - 2002
Merrill Lynch 1986 - May 2000
Skills
IT Risk Management, Enterprise Risk..., Technology Risk, Technology Governance, Risk Management, digital risk, Operational Risk..., Enterprise Architecture, Risk, IT Strategy, Strategy, Vendor Management, Information Security, IT Management, Data Center, Project Management, Security, Management, Business Continuity, Financial Risk, Outsourcing, Governance, SDLC, PMO, Basel II, Disaster Recovery, Solution Implementation, Technological Innovation, Process Improvement, Financial Services, Risk Assessment
Education
State University of New York at Albany 1982 — 1985
MBA
Ithaca College 1978 — 1982
BS
Thomas Lehrkinder Thomas Lehrkinder's HSBC Securities Experience May 2010 - April 2011
Job Financial Services professional exploring new opportunities
Industry Financial Services
Experience
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Leonid Mosenko Leonid Mosenko's HSBC Securities Experience January 2013 - June 2013
Job Desktop Support at Russell Investments
Industry Computer Hardware
Experience
Dell April 2015 - Present
Russell Investments August 2013 - Present
Russell Investments 2013 - 2014
Russell Investments 2013 - 2014
HSBC Securities January 2013 - June 2013
LiFung USA September 2012 - January 2013
Russell Investments 2013 - 2013
1199 National Benefit Fund April 2012 - August 2012
Ridge Clearing & Outsourcing February 2011 - December 2011
ICC MAX Inc September 2010 - February 2011
Skills
Desktop Support, Remedy, Laptops, Printers, XP, Peripherals, Remote Access, Antivirus, Internet Explorer, Workstations, Computer Hardware, Active Directory, Citrix, Software Installation, Scanners, TCP/IP, Routers, Troubleshooting, Hardware, Patch Management, Outlook, File, Lotus Notes, Windows, HP, Norton Ghost, Group Policy, Connectivity, Blackberry Enterprise..., Mac OS X, Windows 7, Windows 7 Migration, Technical Support, Blackberry, Operating Systems, SCCM, Databases, VMware, System Deployment, Help Desk Support, Disaster Recovery, Windows XP Pro, Microsoft Exchange, Windows XP, Desktop Computers, Windows Server, Information Technology, Remote Desktop, BMC Remedy
Education
College of Staten Island 2004 — 2012
B.S. degree, Business Economics
Kingsborough Community College 2001 — 2003
A.S. degree, Computer Science
Dell April 2015 - Present
Russell Investments August 2013 - Present
Russell Investments 2013 - 2014
Russell Investments 2013 - 2014
HSBC Securities January 2013 - June 2013
LiFung USA September 2012 - January 2013
Russell Investments 2013 - 2013
1199 National Benefit Fund April 2012 - August 2012
Ridge Clearing & Outsourcing February 2011 - December 2011
ICC MAX Inc September 2010 - February 2011
Skills
Desktop Support, Remedy, Laptops, Printers, XP, Peripherals, Remote Access, Antivirus, Internet Explorer, Workstations, Computer Hardware, Active Directory, Citrix, Software Installation, Scanners, TCP/IP, Routers, Troubleshooting, Hardware, Patch Management, Outlook, File, Lotus Notes, Windows, HP, Norton Ghost, Group Policy, Connectivity, Blackberry Enterprise..., Mac OS X, Windows 7, Windows 7 Migration, Technical Support, Blackberry, Operating Systems, SCCM, Databases, VMware, System Deployment, Help Desk Support, Disaster Recovery, Windows XP Pro, Microsoft Exchange, Windows XP, Desktop Computers, Windows Server, Information Technology, Remote Desktop, BMC Remedy
Education
College of Staten Island 2004 — 2012
B.S. degree, Business Economics
Kingsborough Community College 2001 — 2003
A.S. degree, Computer Science
Frances Pineda Frances Pineda's HSBC Securities Experience April 2005 - October 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
HSBC Securities April 2005 - October 2008
HSBC 2005 - 2008
Prudential Securities September 1984 - June 2004
Skills
Fixed Income, Securities, Trading
Education
LaGuardia Community College 2009 — 2010
Healthcare
HSBC Securities April 2005 - October 2008
HSBC 2005 - 2008
Prudential Securities September 1984 - June 2004
Skills
Fixed Income, Securities, Trading
Education
LaGuardia Community College 2009 — 2010
Healthcare
Joseph P Smith, CPA Joseph P Smith, CPA's HSBC Securities Experience June 2005 - May 2007
Job Chief Financial Officer at MIDSHIP Group
Industry Transportation/Trucking/Railroad
Experience
MID-SHIP Group December 2011 - Present
JP SMITH SOLUTIONS LLC June 2009 - December 2011
NYSSCPA 2011 - 2011
Bouchard Transportation Co., Inc. 2007 - 2009
HSBC Securities June 2005 - May 2007
Bank of America 2000 - 2005
ASSET MANAGEMENT OUTSOURCING / OUTSOURCING SOLUTIONS INC. 1996 - 2000
PREVIOUS FINANCE EXPERIENCE: 1978 - 1996
Skills
Financial Reporting, Accounting, Financial Analysis, Risk Management, Process Improvement, Strategic Planning, Strategic Financial..., Cash Management, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Business Process..., Finance, Financial Services, Investments, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus
BS Professional Accounting
MID-SHIP Group December 2011 - Present
JP SMITH SOLUTIONS LLC June 2009 - December 2011
NYSSCPA 2011 - 2011
Bouchard Transportation Co., Inc. 2007 - 2009
HSBC Securities June 2005 - May 2007
Bank of America 2000 - 2005
ASSET MANAGEMENT OUTSOURCING / OUTSOURCING SOLUTIONS INC. 1996 - 2000
PREVIOUS FINANCE EXPERIENCE: 1978 - 1996
Skills
Financial Reporting, Accounting, Financial Analysis, Risk Management, Process Improvement, Strategic Planning, Strategic Financial..., Cash Management, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Business Process..., Finance, Financial Services, Investments, Financial Planning, Banking
Education
Long Island University, C.W. Post Campus
BS Professional Accounting
Jessica Colpani Jessica Colpani's HSBC Securities Experience January 2008 - May 2010
Job Executive Assistant / Roadshow Coordinator at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2010 - Present
HSBC Securities January 2008 - May 2010
Deutsche Bank June 2005 - December 2007
Paychex January 2004 - June 2005
Skills
Event Planning, Event Management, Marketing, Sales
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Morgan Stanley June 2010 - Present
HSBC Securities January 2008 - May 2010
Deutsche Bank June 2005 - December 2007
Paychex January 2004 - June 2005
Skills
Event Planning, Event Management, Marketing, Sales
Education
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Pauline Dennis, PHR's HSBC Securities Experience April 2008 - Present
Job VP, Human Resources Manager at HSBC Securities
Industry Financial Services
Experience
HSBC Securities April 2008 - Present
BNY Mellon (The Bank of New York) August 2000 - September 2006
KPMG US February 1998 - March 2000
Skills
Performance Management, Deferred Compensation, Employee Relations, Recruiting, Succession Planning, Talent Management, Talent Acquisition, PeopleSoft, Change Management, Organizational Design, College Recruiting, Interviews, Sourcing, Executive Search, Screening
Education
Iona College 1988 — 1992
Bachelor's degree, Communication, General
HSBC Securities April 2008 - Present
BNY Mellon (The Bank of New York) August 2000 - September 2006
KPMG US February 1998 - March 2000
Skills
Performance Management, Deferred Compensation, Employee Relations, Recruiting, Succession Planning, Talent Management, Talent Acquisition, PeopleSoft, Change Management, Organizational Design, College Recruiting, Interviews, Sourcing, Executive Search, Screening
Education
Iona College 1988 — 1992
Bachelor's degree, Communication, General
James Gibson James Gibson's HSBC Securities Experience April 2006 - October 2008
Job Investment Advisor BMO Nesbitt Burns
Industry Investment Management
Experience
Self Employed 2009 - 2012
HSBC Securities April 2006 - October 2008
GFI Group 2005 - 2005
UBS 2004 - 2004
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Strategic Financial..., Options, Options Strategies, Technical Analysis, Futures, Wealth Management, Insurance, Foreign Exchange, Capital Markets, Investment Strategies, Bloomberg, Financial Planning
Education
The University of Western Ontario - Huron University College 2000 — 2004
BA, Economics
Trinity College School 1997 — 2000
CSI Global Education Inc.
Self Employed 2009 - 2012
HSBC Securities April 2006 - October 2008
GFI Group 2005 - 2005
UBS 2004 - 2004
Skills
Derivatives, Equities, Hedge Funds, Asset Management, Strategic Financial..., Options, Options Strategies, Technical Analysis, Futures, Wealth Management, Insurance, Foreign Exchange, Capital Markets, Investment Strategies, Bloomberg, Financial Planning
Education
The University of Western Ontario - Huron University College 2000 — 2004
BA, Economics
Trinity College School 1997 — 2000
CSI Global Education Inc.
Eri Hoshina Eri Hoshina's HSBC Securities Experience September 1996 - September 1998
Job Owner Operator at Eri's Piano Studio
Industry Music
Experience
Eri's Piano Studio May 2008 - Present
HSBC Securities September 1996 - September 1998
Midland Bank April 1995 - September 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching, HTML
Education
慶応義塾大学 / Keio University 1990 — 1995
Bachelor of Arts (B.A.), Policy Management
Eri's Piano Studio May 2008 - Present
HSBC Securities September 1996 - September 1998
Midland Bank April 1995 - September 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching, HTML
Education
慶応義塾大学 / Keio University 1990 — 1995
Bachelor of Arts (B.A.), Policy Management
Negin Banaei Negin Banaei's HSBC Securities Experience March 2013 - August 2014
Job Vice President, Sr. Private Client Advisor at Bank of the West Wealth ManagementBNP Paribas
Industry Financial Services
Experience
Bank of the West - BNP Paribas Wealth Management August 2014 - Present
HSBC Securities March 2013 - August 2014
Wells Fargo September 2005 - March 2013
Skills
Wealth Management, Investments, Private Banking, Portfolio Management, Commercial Lending, Series 7, Credit, Loans, Mortgage Lending, Commercial Banking, Banking, Insurance, Sales Management, Loan Origination, Financial Advisory, Small Business Lending, Relationship Management, IRAs, Securities, Residential Mortgages, Treasury Management, Retirement Planning, Cross Selling, Retail Banking, Consumer Lending, Lines Of Credit, Financial Services, Strategic Financial..., Asset Management, Risk Management, Asset Based Lending, Retirement, Life Insurance, Wealth Management..., Foreign Exchange, Fixed Annuities, Investment Advisory, High Net Worth..., Business Relationship..., Credit Analysis, Financial Planners, FINRA, Investment Banking
Education
Golden Gate University
Bachelor's Degree
University of California, Davis
Bank of the West - BNP Paribas Wealth Management August 2014 - Present
HSBC Securities March 2013 - August 2014
Wells Fargo September 2005 - March 2013
Skills
Wealth Management, Investments, Private Banking, Portfolio Management, Commercial Lending, Series 7, Credit, Loans, Mortgage Lending, Commercial Banking, Banking, Insurance, Sales Management, Loan Origination, Financial Advisory, Small Business Lending, Relationship Management, IRAs, Securities, Residential Mortgages, Treasury Management, Retirement Planning, Cross Selling, Retail Banking, Consumer Lending, Lines Of Credit, Financial Services, Strategic Financial..., Asset Management, Risk Management, Asset Based Lending, Retirement, Life Insurance, Wealth Management..., Foreign Exchange, Fixed Annuities, Investment Advisory, High Net Worth..., Business Relationship..., Credit Analysis, Financial Planners, FINRA, Investment Banking
Education
Golden Gate University
Bachelor's Degree
University of California, Davis
Sarah McClintock Sarah McClintock's HSBC Securities Experience 2010 - 2011
Job Senior Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Merrion Structured Investments 2013 - July 2013
Gerson Lehrman Group 2012 - July 2013
HSBC Securities 2010 - 2011
HSBC Securities 2007 - 2010
HSBC Securities 2005 - 2007
HSBC Securities 2001 - 2005
Credit Agricole CIB 1997 - 2001
PNC Bank 1991 - 1997
The Bank of New York 1984 - 1991
Skills
Credit Analysis, Relationship Development, Product Development, Corporate Finance, Financial Analysis, Credit, Cash Management, Risk Management, Alternative Investments, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Business Development, Business Strategy, CRM, Capital Markets, Commercial Banking, Commercial Lending, Finance, Financial Structuring, Fixed Income, Loans, Relationship Management, Structured Finance, Equities, Financial Services, Investment Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College 1974 — 1978
BS, Mandarin and Psychology
Harvard University
Economics and International Finance
Wells Fargo July 2013 - Present
Merrion Structured Investments 2013 - July 2013
Gerson Lehrman Group 2012 - July 2013
HSBC Securities 2010 - 2011
HSBC Securities 2007 - 2010
HSBC Securities 2005 - 2007
HSBC Securities 2001 - 2005
Credit Agricole CIB 1997 - 2001
PNC Bank 1991 - 1997
The Bank of New York 1984 - 1991
Skills
Credit Analysis, Relationship Development, Product Development, Corporate Finance, Financial Analysis, Credit, Cash Management, Risk Management, Alternative Investments, Asset Allocation, Asset Managment, Banking, Bloomberg, Bonds, Business Analysis, Business Development, Business Strategy, CRM, Capital Markets, Commercial Banking, Commercial Lending, Finance, Financial Structuring, Fixed Income, Loans, Relationship Management, Structured Finance, Equities, Financial Services, Investment Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College 1974 — 1978
BS, Mandarin and Psychology
Harvard University
Economics and International Finance
Jyri Laatikainen Jyri Laatikainen's HSBC Securities Experience July 2004 - July 2011
Job Head of Risk at Malayan Banking Berhad (Maybank), New York
Industry Banking
Experience
Malayan Banking Berhad (Maybank) February 2012 - Present
HSBC Securities July 2004 - July 2011
Banca Intesa October 2000 - July 2004
Bank Hapoalim, NY Branches January 1997 - October 2000
Postipankki Ltd June 1994 - January 1997
Merck June 1993 - December 1993
Metra Finance Companies October 1989 - August 1992
Skills
Risk Management, Market Risk, VAR, DV01, Stress Testing
Education
University of South Carolina - The Moore School of Business 1992 — 1994
Master of International Business Studies (MIBS), Finance and Accounting
Helsingin kauppakorkeakoulu / Helsinki School of Economics 1985 — 1990
Master of Science, International Economics, Major: International Economics Minor: International Marketing, Accounting, Languages
Malayan Banking Berhad (Maybank) February 2012 - Present
HSBC Securities July 2004 - July 2011
Banca Intesa October 2000 - July 2004
Bank Hapoalim, NY Branches January 1997 - October 2000
Postipankki Ltd June 1994 - January 1997
Merck June 1993 - December 1993
Metra Finance Companies October 1989 - August 1992
Skills
Risk Management, Market Risk, VAR, DV01, Stress Testing
Education
University of South Carolina - The Moore School of Business 1992 — 1994
Master of International Business Studies (MIBS), Finance and Accounting
Helsingin kauppakorkeakoulu / Helsinki School of Economics 1985 — 1990
Master of Science, International Economics, Major: International Economics Minor: International Marketing, Accounting, Languages
Sean Breen Sean Breen's HSBC Securities Experience June 2011 - August 2011
Job Global Liquidity Investment Solutions Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - July 2013
Alternative Insurance Works June 2007 - July 2012
Hobart and William Smith Colleges August 2008 - May 2012
HSBC Securities June 2011 - August 2011
The Milbrook Club May 2008 - August 2010
Sekolo Projects August 2006 - September 2006
Cantor Fitzgerald June 2006 - August 2006
Skills
Excel, PowerPoint, Microsoft Office, Word, Social Media, Economics, Microsoft Excel, Microsoft Word, Finance, Nonprofits, Management, Banking, Fundraising, Policy, Sales, Event Planning, Public Speaking
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics and Latin American Studies, 3.83 (out of 4.0)
Kent School 2006 — 2008
Greenwich High School 2004 — 2006
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - July 2013
Alternative Insurance Works June 2007 - July 2012
Hobart and William Smith Colleges August 2008 - May 2012
HSBC Securities June 2011 - August 2011
The Milbrook Club May 2008 - August 2010
Sekolo Projects August 2006 - September 2006
Cantor Fitzgerald June 2006 - August 2006
Skills
Excel, PowerPoint, Microsoft Office, Word, Social Media, Economics, Microsoft Excel, Microsoft Word, Finance, Nonprofits, Management, Banking, Fundraising, Policy, Sales, Event Planning, Public Speaking
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics and Latin American Studies, 3.83 (out of 4.0)
Kent School 2006 — 2008
Greenwich High School 2004 — 2006
Becky Woo Becky Woo's HSBC Securities Experience 2008 - 2012
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi 2012 - Present
HSBC Securities 2008 - 2012
HSBC Securities 2006 - 2008
Asset Management Finance 2004 - 2006
First Republic Bank 2003 - 2004
JPMorgan Chase 1999 - 2002
Citi June 1998 - September 1998
McKinsey & Company 1995 - 1997
Skills
Structured Finance, Valuation, Credit, Investment Banking, Hedge Funds, Loans, Credit Analysis, Due Diligence, Corporate Bank, Management Consulting, Private Equity, Private Banking, Restructuring, Banking, Finance, Commercial Banking, Equities, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Fixed Income, Financial Risk, Risk Management, Asset Management
Education
MIT Sloan School of Management 1997 — 1999
MBA, Financial Management
New York University, Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Marketing
Citi 2012 - Present
HSBC Securities 2008 - 2012
HSBC Securities 2006 - 2008
Asset Management Finance 2004 - 2006
First Republic Bank 2003 - 2004
JPMorgan Chase 1999 - 2002
Citi June 1998 - September 1998
McKinsey & Company 1995 - 1997
Skills
Structured Finance, Valuation, Credit, Investment Banking, Hedge Funds, Loans, Credit Analysis, Due Diligence, Corporate Bank, Management Consulting, Private Equity, Private Banking, Restructuring, Banking, Finance, Commercial Banking, Equities, Capital Markets, Portfolio Management, Credit Risk, Derivatives, Fixed Income, Financial Risk, Risk Management, Asset Management
Education
MIT Sloan School of Management 1997 — 1999
MBA, Financial Management
New York University, Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and Marketing
Amish Tolia Amish Tolia's HSBC Securities Experience July 2008 - September 2009
Job Founder & Chief of Strategy at Pear (formerly Apparel Media Group)
Industry Marketing and Advertising
Experience
Pear (formerly Apparel Media Group) April 2009 - Present
Brand Accelerator December 2013 - Present
HSBC Securities July 2008 - September 2009
Campus Threadz, LLC October 2005 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Marketing, Strategy, Online Marketing, Change Management, Entrepreneurship, Digital Media, Venture Capital, Integrated Marketing, Market Research, Investment Banking, Start-ups, Analytics, Digital Strategy, Social Media, Social Media Marketing, Advertising, Business Strategy, Sales, Public Speaking, Financial Analysis, Financial Modeling, Marketing Strategy
Education
Indiana University - Kelley School of Business 2004 — 2008
Honors B.S., Real Estate Finance & Entrepreneurship
The London School of Economics and Political Science (LSE) 2005 — 2005
Finance
Pear (formerly Apparel Media Group) April 2009 - Present
Brand Accelerator December 2013 - Present
HSBC Securities July 2008 - September 2009
Campus Threadz, LLC October 2005 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Marketing, Strategy, Online Marketing, Change Management, Entrepreneurship, Digital Media, Venture Capital, Integrated Marketing, Market Research, Investment Banking, Start-ups, Analytics, Digital Strategy, Social Media, Social Media Marketing, Advertising, Business Strategy, Sales, Public Speaking, Financial Analysis, Financial Modeling, Marketing Strategy
Education
Indiana University - Kelley School of Business 2004 — 2008
Honors B.S., Real Estate Finance & Entrepreneurship
The London School of Economics and Political Science (LSE) 2005 — 2005
Finance
John Pontecorvo, CPA John Pontecorvo, CPA's HSBC Securities Experience October 2008 - October 2009
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG January 2011 - Present
HSBC Securities October 2008 - October 2009
AXA ADVISORS LLC May 2006 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Series 7, Series 66, CPA, SEC filings, Auditing, Financial Statements, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Due Diligence, Bloomberg, Fixed Income, GAAP, Financial Reporting, Tax Accounting, Finance, Internal Audit, Revenue Recognition, Uniform Combined State..., Financial Analysis
Education
Hofstra University 2008 — 2010
MBA, Accounting
University of Delaware 2001 — 2005
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelors, Finance
KPMG January 2011 - Present
HSBC Securities October 2008 - October 2009
AXA ADVISORS LLC May 2006 - September 2008
Morgan Stanley June 2005 - May 2006
Skills
Series 7, Series 66, CPA, SEC filings, Auditing, Financial Statements, Financial Modeling, Risk Management, Sarbanes-Oxley Act, Due Diligence, Bloomberg, Fixed Income, GAAP, Financial Reporting, Tax Accounting, Finance, Internal Audit, Revenue Recognition, Uniform Combined State..., Financial Analysis
Education
Hofstra University 2008 — 2010
MBA, Accounting
University of Delaware 2001 — 2005
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelors, Finance
Brian Tohir Brian Tohir's HSBC Securities Experience June 2013 - August 2013
Job Analyst at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. August 2015 - Present
Georgetown University September 2011 - May 2015
KCG Holdings, Inc. June 2014 - August 2014
HSBC Securities June 2013 - August 2013
Skills
Microsoft Office, Bloomberg, Minitab, PowerPoint, Microsoft Excel, Financial Modeling, Equities, Arbitrage
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Economics
New Canaan High School 2007 — 2011
KCG Holdings, Inc. August 2015 - Present
Georgetown University September 2011 - May 2015
KCG Holdings, Inc. June 2014 - August 2014
HSBC Securities June 2013 - August 2013
Skills
Microsoft Office, Bloomberg, Minitab, PowerPoint, Microsoft Excel, Financial Modeling, Equities, Arbitrage
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Economics
New Canaan High School 2007 — 2011
Jonathan Leiter Jonathan Leiter's HSBC Securities Experience September 2005 - April 2009
Job SharesPost Private Securities Group, SP100 Fund
Industry Investment Management
Experience
SharesPost June 2014 - Present
Emerson Equity May 2009 - June 2014
HSBC Securities September 2005 - April 2009
Citi SmithBarney 2004 - September 2005
Citicorp Investment Services October 2003 - 2004
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Finance, Series 7, Private Equity, Investment Banking, Venture Capital, Due Diligence, Financial Structuring, Fixed Income, Corporate Development, Securities, Capital Markets, Series 63, Mergers & Acquisitions, Mutual Funds, Valuation, Investment Strategies, Bloomberg, Emerging Markets, Structured Finance, IPO, Fund Of Funds, Investor Relations, Equity Research, Private Placements, Asset Allocation, Investment Management, Bonds
Education
Franklin & Marshall College 1998 — 2002
BA, Government
Myrtle Beach High School 1994 — 1998
SharesPost June 2014 - Present
Emerson Equity May 2009 - June 2014
HSBC Securities September 2005 - April 2009
Citi SmithBarney 2004 - September 2005
Citicorp Investment Services October 2003 - 2004
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Finance, Series 7, Private Equity, Investment Banking, Venture Capital, Due Diligence, Financial Structuring, Fixed Income, Corporate Development, Securities, Capital Markets, Series 63, Mergers & Acquisitions, Mutual Funds, Valuation, Investment Strategies, Bloomberg, Emerging Markets, Structured Finance, IPO, Fund Of Funds, Investor Relations, Equity Research, Private Placements, Asset Allocation, Investment Management, Bonds
Education
Franklin & Marshall College 1998 — 2002
BA, Government
Myrtle Beach High School 1994 — 1998
Julie Gelens Julie Gelens's HSBC Securities Experience 2000 - 2001
Job Executive Assistant for Senior Level Management
Industry Executive Office
Experience
Meredith Corporation 2006 - 2015
Sanders Morris Harris 2006 - 2006
Advest Corporate Finance 2002 - 2006
HSBC Securities 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Prudential Securities 1996 - 1999
Barthco International 1991 - 1996
Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications
Education
Katharine Gibbs School 1991 — 1991
Executive Assistant Training Program
Pace University-Pleasantville/Briarcliff Campus 1989 — 1990
Finance, General
Meredith Corporation 2006 - 2015
Sanders Morris Harris 2006 - 2006
Advest Corporate Finance 2002 - 2006
HSBC Securities 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Prudential Securities 1996 - 1999
Barthco International 1991 - 1996
Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications
Education
Katharine Gibbs School 1991 — 1991
Executive Assistant Training Program
Pace University-Pleasantville/Briarcliff Campus 1989 — 1990
Finance, General
Kimberly Ehley Kimberly Ehley's HSBC Securities Experience June 2005 - August 2006
Job Regional Sales Manager at Benefitbay
Industry Insurance
Experience
benefitbay August 2015 - Present
Chubb Insurance October 2013 - August 2015
Chubb August 2006 - September 2013
HSBC Securities June 2005 - August 2006
CNA Insurance February 2004 - June 2005
AIG June 2001 - February 2004
Skills
Salesforce.com, Insurance, Negotiation, Sales, Customer Service, Property & Casualty..., Accident Insurance, Accident, Liability, Commercial Insurance, Employment Practices..., Professional Liability, Brokers, Employee Benefits, Underwriting
Education
Illinois State University 1996 — 2001
BS, Business Administration
benefitbay August 2015 - Present
Chubb Insurance October 2013 - August 2015
Chubb August 2006 - September 2013
HSBC Securities June 2005 - August 2006
CNA Insurance February 2004 - June 2005
AIG June 2001 - February 2004
Skills
Salesforce.com, Insurance, Negotiation, Sales, Customer Service, Property & Casualty..., Accident Insurance, Accident, Liability, Commercial Insurance, Employment Practices..., Professional Liability, Brokers, Employee Benefits, Underwriting
Education
Illinois State University 1996 — 2001
BS, Business Administration
Steffan Morris, CFA Steffan Morris, CFA's HSBC Securities Experience 2003 - 2013
Job Investment Counsellor at HSBC Retail Banking and Wealth Management
Industry Investment Management
Experience
HSBC Retail Banking and Wealth Management June 2015 - Present
BMO Private Banking March 2014 - May 2015
HSBC Securities 2003 - 2013
Insinger de Beaufort - BNP Paribas Wealth Management 2001 - 2002
BNP Paribas Fortis 1997 - 2001
Skills
Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Financial Markets, Bloomberg Terminal, Credit, Bonds, Investment Advisory, Investment Strategies, Structured Products, Mutual Funds, Derivatives, Hedge Funds, Trading, Options, Equity Research, Money Market, Foreign Exchange, ETFs, Finance, Settlement, Asset Management
Education
The University of Reading
MSc, International Securities, Investment & Banking
Kingston University
BA (Hons), Accounting & Finance
HSBC Retail Banking and Wealth Management June 2015 - Present
BMO Private Banking March 2014 - May 2015
HSBC Securities 2003 - 2013
Insinger de Beaufort - BNP Paribas Wealth Management 2001 - 2002
BNP Paribas Fortis 1997 - 2001
Skills
Fixed Income, Bloomberg, Securities, Wealth Management, Asset Allocation, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Financial Markets, Bloomberg Terminal, Credit, Bonds, Investment Advisory, Investment Strategies, Structured Products, Mutual Funds, Derivatives, Hedge Funds, Trading, Options, Equity Research, Money Market, Foreign Exchange, ETFs, Finance, Settlement, Asset Management
Education
The University of Reading
MSc, International Securities, Investment & Banking
Kingston University
BA (Hons), Accounting & Finance
Chintan Pabari Chintan Pabari's HSBC Securities Experience September 2011 - August 2013
Job Intern Financial Services Office at EY
Industry Accounting
Experience
Golden Gate University Student Ambassador - International OutreachGolden Gate UniversitySeptember 2013 - Present
EY January 2015 - April 2015
Golden Gate University January 2014 - December 2014
Golden Gate University November 2013 - December 2014
HSBC Securities September 2011 - August 2013
M/S H.K.TRADERS July 2010 - August 2011
Skills
Mutual Funds, Bloomberg, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Microsoft Office, Hedge Funds, Fixed Income, Investments, Derivatives, Financial Markets, Investment Banking, Capital Markets, Equity Research, Microsoft Excel, Tax, Corporate Tax, International Tax, Personal Income Tax..., Accounting, Finance, Financial Accounting, Financial Reporting, Management
Education
Golden Gate University 2014 — 2015
Master of Science in Taxation, Taxation
University of Calcutta 2007 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Golden Gate University Student Ambassador - International OutreachGolden Gate UniversitySeptember 2013 - Present
EY January 2015 - April 2015
Golden Gate University January 2014 - December 2014
Golden Gate University November 2013 - December 2014
HSBC Securities September 2011 - August 2013
M/S H.K.TRADERS July 2010 - August 2011
Skills
Mutual Funds, Bloomberg, Portfolio Management, Financial Analysis, Equities, Financial Modeling, Microsoft Office, Hedge Funds, Fixed Income, Investments, Derivatives, Financial Markets, Investment Banking, Capital Markets, Equity Research, Microsoft Excel, Tax, Corporate Tax, International Tax, Personal Income Tax..., Accounting, Finance, Financial Accounting, Financial Reporting, Management
Education
Golden Gate University 2014 — 2015
Master of Science in Taxation, Taxation
University of Calcutta 2007 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Joseph Gallino Joseph Gallino's HSBC Securities Experience October 2000 - September 2006
Job Deputy Chief Compliance Officer at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2015 - Present
Deutsche Bank Securities September 2006 - March 2015
HSBC Securities October 2000 - September 2006
Fleet Securities February 1995 - October 2000
Royal Alliance Associates May 1988 - February 1995
Education
LIU Post 1977 — 1981
B.S., Finance & Management, Minor in Economics
Oppenheimer & Co. Inc. March 2015 - Present
Deutsche Bank Securities September 2006 - March 2015
HSBC Securities October 2000 - September 2006
Fleet Securities February 1995 - October 2000
Royal Alliance Associates May 1988 - February 1995
Education
LIU Post 1977 — 1981
B.S., Finance & Management, Minor in Economics
Alex Shortle's HSBC Securities Experience 2009 - May 2011
Job Mountain West Capital Partners, Cheddar Up
Industry Venture Capital & Private Equity
Experience
Mountain West Capital Partners June 2014 - Present
Cheddar Up March 2014 - Present
Periculum Capital Company, LLC May 2011 - October 2013
HSBC Securities 2009 - May 2011
Skills
DCF, Financial Advisory, Corporate Finance, Valuation, Investments, Capital Markets, Mergers & Acquisitions, Leveraged Finance, Financial Modeling, PowerPoint, Financial Structuring, LBO, High Yield, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Corporate Development, Finance
Education
Indiana University Bloomington 2003 — 2008
Mountain West Capital Partners June 2014 - Present
Cheddar Up March 2014 - Present
Periculum Capital Company, LLC May 2011 - October 2013
HSBC Securities 2009 - May 2011
Skills
DCF, Financial Advisory, Corporate Finance, Valuation, Investments, Capital Markets, Mergers & Acquisitions, Leveraged Finance, Financial Modeling, PowerPoint, Financial Structuring, LBO, High Yield, Financial Analysis, Investment Banking, Private Equity, Venture Capital, Corporate Development, Finance
Education
Indiana University Bloomington 2003 — 2008
Sean Kendra's HSBC Securities Experience June 2010 - August 2010
Job Private Equity Senior Associate at Silver Lake Sumeru / Sumeru Equity Partners
Industry Venture Capital & Private Equity
Experience
Sumeru Equity Partners July 2015 - Present
Silver Lake Sumeru July 2015 - Present
Sumeru Equity Partners 2014 - July 2015
Silver Lake Sumeru July 2013 - July 2015
Greenhill & Co. June 2011 - June 2013
HSBC Securities June 2010 - August 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor, Accounting and Finance
Universiteit van Amsterdam 2009 — 2009
Sumeru Equity Partners July 2015 - Present
Silver Lake Sumeru July 2015 - Present
Sumeru Equity Partners 2014 - July 2015
Silver Lake Sumeru July 2013 - July 2015
Greenhill & Co. June 2011 - June 2013
HSBC Securities June 2010 - August 2010
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor, Accounting and Finance
Universiteit van Amsterdam 2009 — 2009
Paul Boucher Paul Boucher's HSBC Securities Experience 1995 - 1998
Job President and CEO at Pegasus Infrastructure
Industry Investment Management
Experience
Pegasus Infrastructure September 2011 - Present
Meridiam Infrastructure 2008 - 2011
Babcock & Brown 2006 - 2008
ABN AMRO Bank N.V. 2005 - 2006
Boucher & Company Inc. 1998 - December 2005
HSBC Securities 1995 - 1998
The Hathaway Corporation 1991 - 1995
Mobil Oil Canada January 1986 - August 1988
Schlumberger June 1984 - December 1985
Skills
Project Finance, Financial Structuring, Private Equity, Structured Finance, Corporate Finance, Asset Managment, Financial Modeling, Valuation, Due Diligence, Public/private..., Infrastructure, Investment Banking, Mergers, Investments, Capital Markets, Venture Capital, Financial Analysis, Risk Management, Finance, Equities, Restructuring
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
Queen's University 1980 — 1984
Hon B.Sc. Eng.
Pegasus Infrastructure September 2011 - Present
Meridiam Infrastructure 2008 - 2011
Babcock & Brown 2006 - 2008
ABN AMRO Bank N.V. 2005 - 2006
Boucher & Company Inc. 1998 - December 2005
HSBC Securities 1995 - 1998
The Hathaway Corporation 1991 - 1995
Mobil Oil Canada January 1986 - August 1988
Schlumberger June 1984 - December 1985
Skills
Project Finance, Financial Structuring, Private Equity, Structured Finance, Corporate Finance, Asset Managment, Financial Modeling, Valuation, Due Diligence, Public/private..., Infrastructure, Investment Banking, Mergers, Investments, Capital Markets, Venture Capital, Financial Analysis, Risk Management, Finance, Equities, Restructuring
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
Queen's University 1980 — 1984
Hon B.Sc. Eng.
Scott Shapiro's HSBC Securities Experience August 2013 - May 2014
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International June 2014 - Present
HSBC Securities August 2013 - May 2014
HSBC Securities June 2012 - August 2012
Washington University in St. Louis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Clayton High School
Lincoln International June 2014 - Present
HSBC Securities August 2013 - May 2014
HSBC Securities June 2012 - August 2012
Washington University in St. Louis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Clayton High School
Lawrence Moses Lawrence Moses's HSBC Securities Experience July 2002 - June 2007
Job Executive Director Global Equity Trading at Daiwa Capital Markets
Industry Capital Markets
Experience
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Christina Bosilkovski's HSBC Securities Experience July 2010 - July 2011
Job Sales Associate at Weinberg Campus
Industry Hospital & Health Care
Experience
Weinberg Campus May 2014 - Present
Homewatch Caregivers December 2011 - May 2014
HSBC Securities July 2010 - July 2011
Cornell Alumni Magazine July 2007 - June 2008
Ithaca College August 2005 - May 2007
Cornell Alumni Magazine September 2006 - December 2006
Skills
Marketing, Media Relations, Newsletters, Community Outreach, Marketing Communications, Public Relations, Public Speaking, Editing, Non-profits, Publishing, Nonprofits, Editorial, Volunteer Management, Publications, Social Networking, Strategic Communications, Press Releases, Leadership
Education
University of Florida 2008 — 2011
Master of Arts in Mass Communication, Public Relations
Ithaca College 2003 — 2007
Bachelor of Arts, Writing
Nardin Academy
Weinberg Campus May 2014 - Present
Homewatch Caregivers December 2011 - May 2014
HSBC Securities July 2010 - July 2011
Cornell Alumni Magazine July 2007 - June 2008
Ithaca College August 2005 - May 2007
Cornell Alumni Magazine September 2006 - December 2006
Skills
Marketing, Media Relations, Newsletters, Community Outreach, Marketing Communications, Public Relations, Public Speaking, Editing, Non-profits, Publishing, Nonprofits, Editorial, Volunteer Management, Publications, Social Networking, Strategic Communications, Press Releases, Leadership
Education
University of Florida 2008 — 2011
Master of Arts in Mass Communication, Public Relations
Ithaca College 2003 — 2007
Bachelor of Arts, Writing
Nardin Academy
Rochelle Forster, CFP, CDFA, MBA Rochelle Forster, CFP, CDFA, MBA's HSBC Securities Experience 2004 - 2006
Job R.I.C.H. Planning Group LLC; AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC September 2009 - Present
HSBC Private Bank 2006 - 2008
HSBC Securities 2004 - 2006
Education
Pace University - Lubin School of Business 1981 — 1987
MBA, Finance & International Business
Hobart and William Smith Colleges 1976 — 1980
BA, Modern Languages
AXA Advisors, LLC September 2009 - Present
HSBC Private Bank 2006 - 2008
HSBC Securities 2004 - 2006
Education
Pace University - Lubin School of Business 1981 — 1987
MBA, Finance & International Business
Hobart and William Smith Colleges 1976 — 1980
BA, Modern Languages
Alexandre Marrucho's HSBC Securities Experience February 2015 - Present
Job Investment Banking Associate Debt Capital Markets, Latin America at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities February 2015 - Present
HSBC Securities January 2013 - February 2015
PwC September 2011 - January 2013
Avondale Partners June 2010 - August 2010
Alliance Investment Planning Group August 2009 - May 2010
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Capital IQ, Capital Markets, Valuation, Brazilian Portuguese, Mergers, Investment Banking, Investments, Programming, Spanish, Acquisitions, Java, Perl, Emerging Markets, Bloomberg, Fixed Income, Credit Analysis, Equity Valuation, Fluent English, Coding Languages, Asset Management, Leveraged Finance, Banking, DCF, Series 79, Series 63, LBO, Corporate Finance, Strategy, Analysis, Business Valuation, Equity Research, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
Southern Illinois University, Carbondale 2005 — 2010
Bachelor of Science; Bachelor of Arts, Finance; Economics
Harvard University 2008 — 2008
Introduction to Capital Markets and Investments
Harvard University 2008 — 2008
Money, Financial Institutions, and Markets
HSBC Securities February 2015 - Present
HSBC Securities January 2013 - February 2015
PwC September 2011 - January 2013
Avondale Partners June 2010 - August 2010
Alliance Investment Planning Group August 2009 - May 2010
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Capital IQ, Capital Markets, Valuation, Brazilian Portuguese, Mergers, Investment Banking, Investments, Programming, Spanish, Acquisitions, Java, Perl, Emerging Markets, Bloomberg, Fixed Income, Credit Analysis, Equity Valuation, Fluent English, Coding Languages, Asset Management, Leveraged Finance, Banking, DCF, Series 79, Series 63, LBO, Corporate Finance, Strategy, Analysis, Business Valuation, Equity Research, Mergers
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
Southern Illinois University, Carbondale 2005 — 2010
Bachelor of Science; Bachelor of Arts, Finance; Economics
Harvard University 2008 — 2008
Introduction to Capital Markets and Investments
Harvard University 2008 — 2008
Money, Financial Institutions, and Markets
Svetlana Belneva Svetlana Belneva's HSBC Securities Experience September 2011 - September 2012
Job Finance
Industry Financial Services
Experience
Barclays Investment Bank November 2012 - Present
HSBC Securities September 2011 - September 2012
Barclays Capital November 2009 - September 2011
KPMG LLP September 2007 - October 2009
KPMG LLP September 2005 - September 2007
Skills
Accounting, Auditing, Budgets, Corporate Finance, Due Diligence, Finance, Financial Audits, IFRS, Internal Controls, Strategic Financial..., US GAAP, Analysis, Financial Statements, Financial Modeling, Financial Services
Education
Long Island University 2002 — 2004
MS, Accounting
Воронежский Государственный Университет / Voronezh State University 1995 — 2000
BA, History and English Language
Barclays Investment Bank November 2012 - Present
HSBC Securities September 2011 - September 2012
Barclays Capital November 2009 - September 2011
KPMG LLP September 2007 - October 2009
KPMG LLP September 2005 - September 2007
Skills
Accounting, Auditing, Budgets, Corporate Finance, Due Diligence, Finance, Financial Audits, IFRS, Internal Controls, Strategic Financial..., US GAAP, Analysis, Financial Statements, Financial Modeling, Financial Services
Education
Long Island University 2002 — 2004
MS, Accounting
Воронежский Государственный Университет / Voronezh State University 1995 — 2000
BA, History and English Language
Natalya Baram's HSBC Securities Experience October 2008 - February 2011
Job Global Fixed Income, Currencies, & Commodities COO at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
Ted Randolph Ted Randolph's HSBC Securities Experience July 2005 - September 2012
Job Counsel at Lowenstein Sandler LLP
Industry Law Practice
Experience
Lowenstein Sandler LLP November 2014 - Present
Wiggin and Dana LLP October 2012 - September 2014
HSBC Securities July 2005 - September 2012
Schulte Roth & Zabel LLP September 1999 - July 2005
Skills
Securities Regulation, Securities, Private Equity, Hedge Funds, Private Placements, Alternative Investments, Fund Of Funds, Investment Management, Asset Management, Anti Money Laundering, Securitization, AML, Financial Transactions, Joint Ventures, Derivatives, Mutual Funds, Investment Banking, Financial Services
Education
Harvard Law School 1997 — 1999
J.D.
West Virginia University 1992 — 1996
B.S., Business Management
Lowenstein Sandler LLP November 2014 - Present
Wiggin and Dana LLP October 2012 - September 2014
HSBC Securities July 2005 - September 2012
Schulte Roth & Zabel LLP September 1999 - July 2005
Skills
Securities Regulation, Securities, Private Equity, Hedge Funds, Private Placements, Alternative Investments, Fund Of Funds, Investment Management, Asset Management, Anti Money Laundering, Securitization, AML, Financial Transactions, Joint Ventures, Derivatives, Mutual Funds, Investment Banking, Financial Services
Education
Harvard Law School 1997 — 1999
J.D.
West Virginia University 1992 — 1996
B.S., Business Management
Nick Mistry Nick Mistry's HSBC Securities Experience April 2008 - September 2008
Job Management Information Reporting & Middle Office Control at Citco Banking Services
Industry Investment Management
Experience
Citco Banking Services January 2013 - Present
Citco September 2008 - January 2013
HSBC Securities April 2008 - September 2008
Bank of America April 2000 - March 2008
Dresdner Kleinwort Benson September 1998 - April 2000
ICL Fujitsu 1997 - 1998
Skills
Equities, Finance, Fixed Income, Derivatives, Middle Office, Swaps, FX Options, Bloomberg, Hedge Funds, Equity Derivatives, Financial Markets
Education
Loughborough University 1992 — 1996
BSc (Hons)
Judgemeadow
Citco Banking Services January 2013 - Present
Citco September 2008 - January 2013
HSBC Securities April 2008 - September 2008
Bank of America April 2000 - March 2008
Dresdner Kleinwort Benson September 1998 - April 2000
ICL Fujitsu 1997 - 1998
Skills
Equities, Finance, Fixed Income, Derivatives, Middle Office, Swaps, FX Options, Bloomberg, Hedge Funds, Equity Derivatives, Financial Markets
Education
Loughborough University 1992 — 1996
BSc (Hons)
Judgemeadow
Joseph Mangano Joseph Mangano's HSBC Securities Experience February 2006 - Present
Job Investment Management
Industry Financial Services
Experience
HSBC Securities February 2006 - Present
Skills
NASD 7 General Industry, NASD 9..., NASD10..., NASD 63 State..., NASD 66 State Securities, State of New York...
Education
Kingsborough Community College
HSBC Securities February 2006 - Present
Skills
NASD 7 General Industry, NASD 9..., NASD10..., NASD 63 State..., NASD 66 State Securities, State of New York...
Education
Kingsborough Community College
Ruiyao Li Ruiyao Li's HSBC Securities Experience July 2007 - August 2007
Job Marketing and Sales Junior Specialist at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2015 - Present
Michael Allen Company January 2013 - December 2014
Michael Allen Company July 2011 - December 2012
National Bureau of Statistics of China June 2009 - July 2009
HSBC Securities July 2007 - August 2007
Skills
Predictive Analytics, Predictive Modeling, Marketing Analytics, Statistical Modeling, Segmentation, Market Research, Marketing Strategy, Logistic Regression, SPSS, SAS, Statistics, SQL, R, Data Analysis, Data Mining, Quantitative Analytics, Business Analysis, Research, Cross-functional Team..., Team Leadership, Access, Consulting, Microsoft Excel
Education
Harvard University 2009 — 2011
M.A., Statistics
Stony Brook University 2006 — 2009
B.S., Applied Math and Statistics
Fudan University 2004 — 2006
Mathematics
McKinsey & Company January 2015 - Present
Michael Allen Company January 2013 - December 2014
Michael Allen Company July 2011 - December 2012
National Bureau of Statistics of China June 2009 - July 2009
HSBC Securities July 2007 - August 2007
Skills
Predictive Analytics, Predictive Modeling, Marketing Analytics, Statistical Modeling, Segmentation, Market Research, Marketing Strategy, Logistic Regression, SPSS, SAS, Statistics, SQL, R, Data Analysis, Data Mining, Quantitative Analytics, Business Analysis, Research, Cross-functional Team..., Team Leadership, Access, Consulting, Microsoft Excel
Education
Harvard University 2009 — 2011
M.A., Statistics
Stony Brook University 2006 — 2009
B.S., Applied Math and Statistics
Fudan University 2004 — 2006
Mathematics
David Rebibo's HSBC Securities Experience March 2015 - Present
Job Director Relationship Manager FIG
Industry Financial Services
Experience
HSBC Securities March 2015 - Present
HSBC Securities July 2010 - Present
Credit Agricole CIB September 2008 - June 2010
Calyon Credit Agricole CIB January 2005 - September 2008
Calyon January 2004 - December 2004
Skills
Financial Modeling, Banking, Investment Banking, Spanish, Corporate Finance, Financial Institutions, Relationship Management, Business Development, Capital Markets, Derivatives, Equities, Securities, Credit, Cash Management, Commercial Banking, Credit Analysis, Equity Derivatives, Private Equity, Emerging Markets, Treasury, Funding, Interest Rate..., Fixed Income, Bonds, Economics, Custodians, International Banking..., Real Estate Finance, Bloomberg, Strategy, French, Apple, PowerPoint, ISDA, Microsoft Office, Lotus Notes, FX Options
Education
ISC Paris 2001 — 2004
Master's degree
HSBC Securities March 2015 - Present
HSBC Securities July 2010 - Present
Credit Agricole CIB September 2008 - June 2010
Calyon Credit Agricole CIB January 2005 - September 2008
Calyon January 2004 - December 2004
Skills
Financial Modeling, Banking, Investment Banking, Spanish, Corporate Finance, Financial Institutions, Relationship Management, Business Development, Capital Markets, Derivatives, Equities, Securities, Credit, Cash Management, Commercial Banking, Credit Analysis, Equity Derivatives, Private Equity, Emerging Markets, Treasury, Funding, Interest Rate..., Fixed Income, Bonds, Economics, Custodians, International Banking..., Real Estate Finance, Bloomberg, Strategy, French, Apple, PowerPoint, ISDA, Microsoft Office, Lotus Notes, FX Options
Education
ISC Paris 2001 — 2004
Master's degree
Bill Li, CFA's HSBC Securities Experience 2004 - 2006
Job
Industry Capital Markets
Experience
Commerzbank AG 2006 - 2011
HSBC Securities 2004 - 2006
KPMG, LLP 2001 - 2003
Skills
Public equity analysis,..., Distress analysis,...
Education
Georgetown University - The McDonough School of Business 1999 — 2001
M.B.A., Finance
Shanghai University 1993 — 1997
Bachelor's degree, Economics
Commerzbank AG 2006 - 2011
HSBC Securities 2004 - 2006
KPMG, LLP 2001 - 2003
Skills
Public equity analysis,..., Distress analysis,...
Education
Georgetown University - The McDonough School of Business 1999 — 2001
M.B.A., Finance
Shanghai University 1993 — 1997
Bachelor's degree, Economics
Craig Coolidge's HSBC Securities Experience April 2006 - Present
Job Insurance and Investment Product Management at HSBC
Industry Financial Services
Experience
HSBC Securities April 2006 - Present
AXA Distributors 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 1999 - 2002
AIG 1993 - 1997
Education
New York University, Stern School of Business 1999 — 2002
MBA, Finance
Hobart College 1989 — 1993
BA, Economics
HSBC Securities April 2006 - Present
AXA Distributors 2005 - 2006
JPMorgan Chase 2002 - 2005
JPMorgan Chase 1999 - 2002
AIG 1993 - 1997
Education
New York University, Stern School of Business 1999 — 2002
MBA, Finance
Hobart College 1989 — 1993
BA, Economics
Tarek Elalaily, CFA's HSBC Securities Experience December 2004 - March 2006
Job Senior Account Executive
Industry Banking
Experience
CoreLogic October 2013 - Present
Wells Fargo January 2013 - October 2013
Canal Capital LLC September 2011 - December 2012
Cantor Fitzgerald September 2010 - August 2011
Beltone Financial May 2009 - August 2010
Ellington Management Group April 2006 - March 2009
HSBC Securities December 2004 - March 2006
The Bank of New York January 2003 - November 2004
Arthur Andersen New York office August 1999 - December 2002
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Investments, Hedge Funds, Valuation, Portfolio Management, Private Equity, Trading, Bloomberg, Financial Modeling, Emerging Markets, Securities, Chartered Financial..., Islamic Finance..., FSA Authorized, Finance, Financial Analysis, Due Diligence, Market Data, Structured Finance, Structured Products
Education
George Mason University 1996 — 1999
Bachelor of Science (BSc), Finance
CAC
Bachelor of Science (B.S.), Finance
CoreLogic October 2013 - Present
Wells Fargo January 2013 - October 2013
Canal Capital LLC September 2011 - December 2012
Cantor Fitzgerald September 2010 - August 2011
Beltone Financial May 2009 - August 2010
Ellington Management Group April 2006 - March 2009
HSBC Securities December 2004 - March 2006
The Bank of New York January 2003 - November 2004
Arthur Andersen New York office August 1999 - December 2002
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Investments, Hedge Funds, Valuation, Portfolio Management, Private Equity, Trading, Bloomberg, Financial Modeling, Emerging Markets, Securities, Chartered Financial..., Islamic Finance..., FSA Authorized, Finance, Financial Analysis, Due Diligence, Market Data, Structured Finance, Structured Products
Education
George Mason University 1996 — 1999
Bachelor of Science (BSc), Finance
CAC
Bachelor of Science (B.S.), Finance
Herbert Chung's HSBC Securities Experience April 2011 - Present
Job Asia Equity Sales
Industry Investment Banking
Experience
HSBC Securities April 2011 - Present
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA
Hong Kong Baptist University 1980 — 1983
Communications
HSBC Securities April 2011 - Present
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA
Hong Kong Baptist University 1980 — 1983
Communications
Kevin Hartmann's HSBC Securities Experience August 2006 - July 2007
Job Westside Foods Inc
Industry Food & Beverages
Experience
Westside Foods Inc October 2013 - Present
UBS Financial Services Inc. April 2012 - October 2013
UBS Financial Services Inc July 2010 - April 2012
UBS Financial Services Inc July 2007 - July 2010
HSBC Securities August 2006 - July 2007
UBS Financial Services Inc June 2005 - August 2005
Skills
Portfolio Management, Investments, Risk Management, Equities, Bloomberg, Fixed Income
Education
Lehigh University 2002 — 2006
Bachelor of Science; B, Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance
Westside Foods Inc October 2013 - Present
UBS Financial Services Inc. April 2012 - October 2013
UBS Financial Services Inc July 2010 - April 2012
UBS Financial Services Inc July 2007 - July 2010
HSBC Securities August 2006 - July 2007
UBS Financial Services Inc June 2005 - August 2005
Skills
Portfolio Management, Investments, Risk Management, Equities, Bloomberg, Fixed Income
Education
Lehigh University 2002 — 2006
Bachelor of Science; B, Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance
Brandon Beckner's HSBC Securities Experience 1995 - Present
Job Senior Consultant at HSBC Bank USA, Inc.
Industry Information Technology and Services
Experience
HSBC Securities 1995 - Present
HSBC Bank USA, Inc. December 1994 - Present
HSBC - Technology and Services, N.A. December 1994 - Present
HSBC 1994 - Present
Republic National Bank (acquired by HSBC) December 1994 - December 1999
Republic National Bank December 1994 - December 1999
Kingsborough Community College March 1991 - December 1994
Education
Kingsborough Community College 1990 — 1992
Associate of Applied Science, Education
Our Lady of Solace
Our Lady of Solace
HSBC Securities 1995 - Present
HSBC Bank USA, Inc. December 1994 - Present
HSBC - Technology and Services, N.A. December 1994 - Present
HSBC 1994 - Present
Republic National Bank (acquired by HSBC) December 1994 - December 1999
Republic National Bank December 1994 - December 1999
Kingsborough Community College March 1991 - December 1994
Education
Kingsborough Community College 1990 — 1992
Associate of Applied Science, Education
Our Lady of Solace
Our Lady of Solace
Patrick Mueller, CFA's HSBC Securities Experience 2009 - Present
Job Director HSBC Securities
Industry Investment Banking
Experience
HSBC Securities 2009 - Present
JPMorgan 2004 - 2008
Mirus Capital June 1999 - June 2002
Skills
Recapitalizations, LBO, Mergers, Business Strategy, Debt, Business Valuation, Investment Valuation, Credit Risk, Equity Capital Markets, Corporate Finance, Investments, Equities, Due Diligence, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA, Investments and Securities
Hobart and William Smith Colleges 1995 — 1999
B.A., Economics, History, Political Science
Sayville High School
Sayville High School
HSBC Securities 2009 - Present
JPMorgan 2004 - 2008
Mirus Capital June 1999 - June 2002
Skills
Recapitalizations, LBO, Mergers, Business Strategy, Debt, Business Valuation, Investment Valuation, Credit Risk, Equity Capital Markets, Corporate Finance, Investments, Equities, Due Diligence, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA, Investments and Securities
Hobart and William Smith Colleges 1995 — 1999
B.A., Economics, History, Political Science
Sayville High School
Sayville High School
Richard Zobkiw's HSBC Securities Experience August 2009 - June 2011
Job Head of Americas Transaction Management at Santander Investment Securities Inc
Industry Law Practice
Experience
Santander Investment Securities Inc. June 2011 - Present
HSBC Securities August 2009 - June 2011
Shearman and Sterling March 2008 - June 2009
Weil, Gotshal & Manges September 2007 - February 2008
Citigroup September 2003 - May 2007
Shearman & Sterling LLP 2007 - 2007
Skills
Capital Markets, Business Development, Mergers & Acquisitions, Securities Regulation, Securities, Corporate Finance, Corporate Governance, Equities, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Law, Structured Finance, Derivatives, Investments, FINRA, Due Diligence, Asset Management, Series 7, Legal Research, Legal Writing, Mergers
Education
Fordham University School of Law 2004 — 2007
Juris Doctor, Law
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Computer Information Systems
Santander Investment Securities Inc. June 2011 - Present
HSBC Securities August 2009 - June 2011
Shearman and Sterling March 2008 - June 2009
Weil, Gotshal & Manges September 2007 - February 2008
Citigroup September 2003 - May 2007
Shearman & Sterling LLP 2007 - 2007
Skills
Capital Markets, Business Development, Mergers & Acquisitions, Securities Regulation, Securities, Corporate Finance, Corporate Governance, Equities, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Law, Structured Finance, Derivatives, Investments, FINRA, Due Diligence, Asset Management, Series 7, Legal Research, Legal Writing, Mergers
Education
Fordham University School of Law 2004 — 2007
Juris Doctor, Law
Hofstra University 1999 — 2003
Bachelor of Business Administration (BBA), Computer Information Systems
Abdur Mohammed, PMP's HSBC Securities Experience May 2013 - September 2013
Job Senior Project Manager / Program Manager at Citi
Industry Information Technology and Services
Experience
Citi September 2013 - Present
HSBC Securities May 2013 - September 2013
Credit Suisse August 2011 - May 2013
MetLife September 2007 - August 2011
Axa Financial July 2006 - September 2007
Vero Systems May 2005 - July 2006
Bearing Point October 2004 - May 2005
AT&T July 1999 - September 2004
Skills
PMP, Business Analysis, PMO, Program Management, Vendor Management, Requirements Analysis, Software Project..., Project Portfolio..., Process Improvement, Project Management, Business Process..., Visio, MS Project, IT Strategy, SQL, ITIL v3 Foundations..., Change Management, Risk Management, Systems Analysis, Quality Assurance, Clarity, Testing, PMBOK, PMI, SOA, ITIL, Business Process Mapping, Financial Risk, Outsourcing, Management Consulting, Release Management, AML, Certified Project..., Quality Center, RUP, Business Process, Management, Project Planning, SharePoint, Governance, Resource Management, Requirements Gathering, Project Delivery, Data Warehousing, Agile Project Management, Business Requirements, Enterprise Architecture, Solution Architecture, Business Intelligence, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
MBA
Mangalore University 1994 — 1995
(M. Engg)
Osmania University 1990 — 1994
B. Engg
Citi September 2013 - Present
HSBC Securities May 2013 - September 2013
Credit Suisse August 2011 - May 2013
MetLife September 2007 - August 2011
Axa Financial July 2006 - September 2007
Vero Systems May 2005 - July 2006
Bearing Point October 2004 - May 2005
AT&T July 1999 - September 2004
Skills
PMP, Business Analysis, PMO, Program Management, Vendor Management, Requirements Analysis, Software Project..., Project Portfolio..., Process Improvement, Project Management, Business Process..., Visio, MS Project, IT Strategy, SQL, ITIL v3 Foundations..., Change Management, Risk Management, Systems Analysis, Quality Assurance, Clarity, Testing, PMBOK, PMI, SOA, ITIL, Business Process Mapping, Financial Risk, Outsourcing, Management Consulting, Release Management, AML, Certified Project..., Quality Center, RUP, Business Process, Management, Project Planning, SharePoint, Governance, Resource Management, Requirements Gathering, Project Delivery, Data Warehousing, Agile Project Management, Business Requirements, Enterprise Architecture, Solution Architecture, Business Intelligence, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
MBA
Mangalore University 1994 — 1995
(M. Engg)
Osmania University 1990 — 1994
B. Engg
Payne Miller's HSBC Securities Experience January 2012 - Present
Job
Industry Investment Banking
Experience
HSBC Securities January 2012 - Present
HSBC Bank plc July 2009 - January 2012
HSBC Bank plc June 2008 - September 2008
Pittiglio Rabin Todd & McGrath 2005 - 2007
Booz Allen Hamilton 2002 - 2005
Skills
Corporate Finance, Investment Banking, Mergers, Mergers & Acquisitions, Corporate Development, Business Strategy, Financial Institutions, Valuation, Strategy
Education
London Business School 2007 — 2009
MBA
Georgetown University
St. Andrew's School
HSBC Securities January 2012 - Present
HSBC Bank plc July 2009 - January 2012
HSBC Bank plc June 2008 - September 2008
Pittiglio Rabin Todd & McGrath 2005 - 2007
Booz Allen Hamilton 2002 - 2005
Skills
Corporate Finance, Investment Banking, Mergers, Mergers & Acquisitions, Corporate Development, Business Strategy, Financial Institutions, Valuation, Strategy
Education
London Business School 2007 — 2009
MBA
Georgetown University
St. Andrew's School
Hae Chu's HSBC Securities Experience July 2006 - September 2008
Job Director at Accretive Health
Industry Hospital & Health Care
Experience
Accretive Health January 2015 - Present
Accretive Health January 2014 - December 2014
Accretive Health January 2012 - March 2014
Accretive Health March 2009 - January 2012
HSBC Securities July 2006 - September 2008
HSBC Securities June 2005 - September 2005
Skills
Finance, Revenue Cycle, Trading, Healthcare Consulting, Investments, Data Analysis, Healthcare Information..., Healthcare, Microsoft Excel, Financial Modeling, Management Consulting
Education
University of Pennsylvania 2002 — 2006
BA, International Studies
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics - Finance and Operations and Information Management
Seoul National University 2004 — 2004
Economics, Korean
国際基督教大学 2004 — 2004
Japanese
Accretive Health January 2015 - Present
Accretive Health January 2014 - December 2014
Accretive Health January 2012 - March 2014
Accretive Health March 2009 - January 2012
HSBC Securities July 2006 - September 2008
HSBC Securities June 2005 - September 2005
Skills
Finance, Revenue Cycle, Trading, Healthcare Consulting, Investments, Data Analysis, Healthcare Information..., Healthcare, Microsoft Excel, Financial Modeling, Management Consulting
Education
University of Pennsylvania 2002 — 2006
BA, International Studies
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BS), Economics - Finance and Operations and Information Management
Seoul National University 2004 — 2004
Economics, Korean
国際基督教大学 2004 — 2004
Japanese
Jennifer Skokan's HSBC Securities Experience 2004 - Present
Job VP, Structured Fund Derivatives at HSBC
Industry Financial Services
Experience
HSBC August 2004 - Present
HSBC Securities (USA) Inc. 2004 - Present
HSBC Securities 2004 - Present
Deutsche Bank Securities November 1998 - July 2004
Education
Hofstra University 1994 — 1996
Gettysburg College 1992 — 1994
HSBC August 2004 - Present
HSBC Securities (USA) Inc. 2004 - Present
HSBC Securities 2004 - Present
Deutsche Bank Securities November 1998 - July 2004
Education
Hofstra University 1994 — 1996
Gettysburg College 1992 — 1994
Bruce A Ward's HSBC Securities Experience August 2011 - January 2012
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco September 2014 - Present
JPMorgan Chase September 2013 - April 2014
AIG May 2012 - May 2013
HSBC Securities August 2011 - January 2012
JPMorgan Private Equity Funds Services September 2001 - August 2011
Goldman Sachs 2001 - 2001
WebMD 1999 - 2000
Various Corporations 1996 - 1999
MTV Networks 1992 - 1996
Skills
Project Managment, Product Management, Product Marketing, Six Sigma, Fund Administration, Business Analysis, Business Process..., Alternative Investments, Investran, Metastorm BPM, Pegasystems PRPC, Process Optimization, Reconciliations, Television, Private Equity, Mergers, Account Reconciliation, Agile Methodologies, Asset Management, Banking, Business Process, Business Process Design, Change Management, Derivatives, Equities, Financial Risk, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Management, Risk Management, Strategy, Hedge Funds, Forecasting
Education
New York University
Professional Certificate in Project Management, Management and Information Technology
Columbia University Teachers College 1999 — 2001
Cognition and Computers, Instructional Technololgy, Design and Hypermedia, 4.0
Georgetown University 1984 — 1989
B.S. International Economics, Finance and Commerce, Deans List 1989
Roosevelt Elementary
Capco September 2014 - Present
JPMorgan Chase September 2013 - April 2014
AIG May 2012 - May 2013
HSBC Securities August 2011 - January 2012
JPMorgan Private Equity Funds Services September 2001 - August 2011
Goldman Sachs 2001 - 2001
WebMD 1999 - 2000
Various Corporations 1996 - 1999
MTV Networks 1992 - 1996
Skills
Project Managment, Product Management, Product Marketing, Six Sigma, Fund Administration, Business Analysis, Business Process..., Alternative Investments, Investran, Metastorm BPM, Pegasystems PRPC, Process Optimization, Reconciliations, Television, Private Equity, Mergers, Account Reconciliation, Agile Methodologies, Asset Management, Banking, Business Process, Business Process Design, Change Management, Derivatives, Equities, Financial Risk, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Management, Risk Management, Strategy, Hedge Funds, Forecasting
Education
New York University
Professional Certificate in Project Management, Management and Information Technology
Columbia University Teachers College 1999 — 2001
Cognition and Computers, Instructional Technololgy, Design and Hypermedia, 4.0
Georgetown University 1984 — 1989
B.S. International Economics, Finance and Commerce, Deans List 1989
Roosevelt Elementary
David Kimball's HSBC Securities Experience 1999 - 2008
Job VP AML Compliance Global Trade HSBC
Industry Banking
Experience
HSBC Bank USA, N.A. September 2014 - Present
Superior Group May 2013 - July 2014
Superior Group January 2012 - January 2013
Comforce May 2009 - December 2010
HSBC Securities 1999 - 2008
Positive Inc. 1997 - 1999
Compass Group LLC 1996 - 1997
West Merchant Bank 1995 - 1996
West Merchant Bank 1991 - 1995
WestLB 1988 - 1990
Skills
Fixed Income, Loan Origination, Capital Markets, Banking, Loans, Trade Finance, Risk Management, Due Diligence, Portfolio Management, Private Placements, Credit, Credit Risk, KYC, AML
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Finance and International Business
Hamilton College 1968 — 1972
BA, Economics
HSBC Bank USA, N.A. September 2014 - Present
Superior Group May 2013 - July 2014
Superior Group January 2012 - January 2013
Comforce May 2009 - December 2010
HSBC Securities 1999 - 2008
Positive Inc. 1997 - 1999
Compass Group LLC 1996 - 1997
West Merchant Bank 1995 - 1996
West Merchant Bank 1991 - 1995
WestLB 1988 - 1990
Skills
Fixed Income, Loan Origination, Capital Markets, Banking, Loans, Trade Finance, Risk Management, Due Diligence, Portfolio Management, Private Placements, Credit, Credit Risk, KYC, AML
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Finance and International Business
Hamilton College 1968 — 1972
BA, Economics
Mary Marallo's HSBC Securities Experience June 2011 - December 2013
Job Business Risk at HSBC
Industry Financial Services
Experience
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
HSBC January 2014 - Present
HSBC Securities June 2011 - December 2013
Legg Mason November 2007 - June 2011
Merrill Lynch November 2005 - October 2007
Merrill Lynch January 2005 - November 2005
Merrill Lynch October 2004 - January 2005
Apple Metro October 2002 - October 2004
Skills
Fixed Income, Account Reconciliation, Banking, Financial Risk, Investment Banking, Settlement, Cash Management, Equities, Securities, Financial Services, Derivatives, Payments, Trading, Bloomberg, Capital Markets, Hedge Funds
Education
Iona College 1998 — 2001
BA, Marketing, Minor in Psychology
State University of New York College at Cortland 1997 — 1998
Elizabeth (Stock) Martini's HSBC Securities Experience June 2008 - July 2012
Job Account Director at Brunswick Group
Industry Public Relations and Communications
Experience
Brunswick Group August 2015 - Present
Artisan Partners July 2012 - August 2015
HSBC Securities June 2008 - July 2012
Education
Georgetown University 2004 — 2008
Brunswick Group August 2015 - Present
Artisan Partners July 2012 - August 2015
HSBC Securities June 2008 - July 2012
Education
Georgetown University 2004 — 2008
Fred Luo's HSBC Securities Experience March 2004 - September 2006
Job VP at Barclays Capital
Industry Banking
Experience
Barclays Capital April 2009 - Present
Deutsche Bank September 2006 - December 2008
HSBC Securities March 2004 - September 2006
Bear Stearns August 1994 - May 2005
Education
Fudan University
BS, Computer Science
University of Kentucky
MS, Computer Science
Barclays Capital April 2009 - Present
Deutsche Bank September 2006 - December 2008
HSBC Securities March 2004 - September 2006
Bear Stearns August 1994 - May 2005
Education
Fudan University
BS, Computer Science
University of Kentucky
MS, Computer Science
Eva Lu's HSBC Securities Experience October 2007 - August 2012
Job Senior Client Associate, Officer at Signature Bank
Industry Banking
Experience
Signature Bank August 2012 - Present
HSBC Securities October 2007 - August 2012
HSBC Securities March 2006 - October 2007
HSBC Bank USA September 2002 - January 2005
Education
LaGuardia Community College 2009 — 2010
Associates, Business Management
Signature Bank August 2012 - Present
HSBC Securities October 2007 - August 2012
HSBC Securities March 2006 - October 2007
HSBC Bank USA September 2002 - January 2005
Education
LaGuardia Community College 2009 — 2010
Associates, Business Management
Joseph Niosi's HSBC Securities Experience January 2013 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Securities January 2013 - April 2013
Soundshore Medical Center Of Westchester July 2012 - October 2012
MB Powerwashing LLC March 2008 - January 2012
Eni Finance USA Inc November 2009 - August 2010
Skills
Excel, Documentation, Word, Reconciliation, Compliance, Teamwork, Outlook, Analysis, Problem Solving, Treasury, Phone Etiquette, Microsoft Excel, Microsoft Word, Accounting, Equities, Software Documentation, Account Reconciliation, Treasury Management, QuickBooks, Corporate Finance, Negotiation, Accounts Receivable, Auditing, Financial Modeling, Bloomberg, Financial Reporting, Accounts Payable, Portfolio Management, Customer Service, PowerPoint, Fixed Income, Derivatives, Budgets, Valuation, Management, Asset Management, Sarbanes-Oxley Act, Tax, Financial Accounting, Hedging, FX Options, Internal Controls, Lotus Notes, Human Resources, Internal Audit, Financial Markets, Risk Management, Banking, Trading
Education
Iona College 2005 — 2009
Bachelor, Business Administration; Finance
Iona College 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
HSBC Securities January 2013 - April 2013
Soundshore Medical Center Of Westchester July 2012 - October 2012
MB Powerwashing LLC March 2008 - January 2012
Eni Finance USA Inc November 2009 - August 2010
Skills
Excel, Documentation, Word, Reconciliation, Compliance, Teamwork, Outlook, Analysis, Problem Solving, Treasury, Phone Etiquette, Microsoft Excel, Microsoft Word, Accounting, Equities, Software Documentation, Account Reconciliation, Treasury Management, QuickBooks, Corporate Finance, Negotiation, Accounts Receivable, Auditing, Financial Modeling, Bloomberg, Financial Reporting, Accounts Payable, Portfolio Management, Customer Service, PowerPoint, Fixed Income, Derivatives, Budgets, Valuation, Management, Asset Management, Sarbanes-Oxley Act, Tax, Financial Accounting, Hedging, FX Options, Internal Controls, Lotus Notes, Human Resources, Internal Audit, Financial Markets, Risk Management, Banking, Trading
Education
Iona College 2005 — 2009
Bachelor, Business Administration; Finance
Iona College 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Phil Lauro's HSBC Securities Experience 2003 - 2005
Job Managing Director Fixed Income Trading
Industry Financial Services
Experience
Imperial Capital, LLC November 2013 - Present
Janney Montgomery Scott April 2013 - November 2013
Knight Capital Group June 2008 - April 2013
Credit Derivatives Research LLC 2006 - 2008
Sterne Agee 2006 - 2006
ICAP 2005 - 2006
HSBC Securities 2003 - 2005
Credit Suisse 1996 - 2002
credit suisse asset management 1995 - 2002
Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading
Education
Hofstra University 1998 — 2002
MBA, Finance
Hofstra University 1990 — 1995
Hofstra University 1990 — 1994
Chaminade High School
Imperial Capital, LLC November 2013 - Present
Janney Montgomery Scott April 2013 - November 2013
Knight Capital Group June 2008 - April 2013
Credit Derivatives Research LLC 2006 - 2008
Sterne Agee 2006 - 2006
ICAP 2005 - 2006
HSBC Securities 2003 - 2005
Credit Suisse 1996 - 2002
credit suisse asset management 1995 - 2002
Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading
Education
Hofstra University 1998 — 2002
MBA, Finance
Hofstra University 1990 — 1995
Hofstra University 1990 — 1994
Chaminade High School
Jack Horner's HSBC Securities Experience 1994 - 1996
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch July 2012 - Present
New Canaan Fire Department November 2005 - Present
American Realty Advisors October 2010 - January 2012
HFP Capital Markets, LLC January 2008 - July 2010
Leeb Capital Management 2004 - 2006
Prudential Investments 1998 - 2003
HSBC Securities 1994 - 1996
Merrill Lynch Capital Markets February 1984 - December 1994
First National Bank of Cincinnati March 1980 - February 1984
Skills
Capital Markets, Securities, Banking, Investment Banking, Bonds, Due Diligence, Investments, Investment Management, Strategic Planning, Financial Analysis, Finance, Asset Managment, Valuation, Fixed Income, Equities, Executive Management, Venture Capital, Alternative Investments, Investment Strategies, Structured Finance, Asset Management, Business Strategy, New Business Development, Budgets, Financial Markets, Trading, Negotiation, Hedge Funds, Emerging Markets, Mutual Funds, Corporate Finance, Financial Modeling, Investor Relations, Wealth Management, Financial Services, Budgeting, Marketing Strategy, Strategy Development, Business Planning, Business Development, Strategy, Portfolio Management, Private Equity, Mergers & Acquisitions, Asset Allocation, Relationship Management, Financial Structuring, Real Estate, Risk Management, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1983
Executive Program CIBS, International Banking
Georgetown University 1971 — 1975
BSFS, International Economics
St. Joseph Regional High School 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
Bradley Goldhar's HSBC Securities Experience 2001 - 2002
Job Senior Investment Advisor, BMO Nesbitt Burns
Industry Financial Services
Experience
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Israel Cancer Research Fund January 2011 - Present
BMO Nesbitt Burns 2002 - Present
Israel Cancer Research Fund, Toronto October 2006 - October 2010
HSBC Securities 2001 - 2002
Yorkton Securities Inc. 1999 - 2001
CIBC World Markets 1985 - 1998
Skills
Financial Analysis, Capital Markets, Portfolio Management, Investment Banking, Investments, Management, Equities, Private Placements, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Strategic Financial...
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
University of Pennsylvania - The Wharton School 1981 — 1983
Forest Hill Collegiate Institute 1975 — 1979
High School
USDS 1964 — 1975
Paul Romanelli's HSBC Securities Experience March 2001 - May 2005
Job Head of Fixed Income Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Bob Kearney's HSBC Securities Experience 2003 - 2006
Job Hedge Fund Relationship Manager at RBC Capital Markets, LLC
Industry Banking
Experience
RBC Capital Markets, LLC June 2013 - Present
GE Capital Corp August 2012 - June 2013
Calyon Corporate and Investment Bank 2006 - 2008
HSBC Securities 2003 - 2006
HSBC 2003 - 2006
Credit Suisse Asset Management 1999 - 2002
Dresdner Kleinwort Benson 1996 - 1999
Smith Barney 1990 - 1996
Smith Barney, Harris Upham, Inc. 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Investments, Due Diligence, Capital Markets, Portfolio Management, Alternative Investments, Credit, Credit Risk, Negotiation, ISDA, Derivatives, Emerging Markets, Securities, Asset Management, Risk Management, Risk, Banking, Credit Analysis, Financial Analysis, Loans, Swaps, Documentation, Financial Markets, Bonds, Bloomberg, FX, Market Risk, Fixed Income, Equity Derivatives, Financial Risk, Private Equity, Structured Finance, Investment Banking
Education
Kent State University
Bachelors, Economics
New York Institute of Finance
Credit Analysis Program
RBC Capital Markets, LLC June 2013 - Present
GE Capital Corp August 2012 - June 2013
Calyon Corporate and Investment Bank 2006 - 2008
HSBC Securities 2003 - 2006
HSBC 2003 - 2006
Credit Suisse Asset Management 1999 - 2002
Dresdner Kleinwort Benson 1996 - 1999
Smith Barney 1990 - 1996
Smith Barney, Harris Upham, Inc. 1990 - 1996
Skills
Hedge Funds, Fund Of Funds, Investments, Due Diligence, Capital Markets, Portfolio Management, Alternative Investments, Credit, Credit Risk, Negotiation, ISDA, Derivatives, Emerging Markets, Securities, Asset Management, Risk Management, Risk, Banking, Credit Analysis, Financial Analysis, Loans, Swaps, Documentation, Financial Markets, Bonds, Bloomberg, FX, Market Risk, Fixed Income, Equity Derivatives, Financial Risk, Private Equity, Structured Finance, Investment Banking
Education
Kent State University
Bachelors, Economics
New York Institute of Finance
Credit Analysis Program
Christina Saber's HSBC Securities Experience 2011 - 2012
Job Senior Counsel / Corporate Secretary
Industry Investment Management
Experience
WHV Investments, Inc. 2013 - Present
HSBC Securities 2011 - 2012
Société Générale 2010 - 2011
Swiss Re 2005 - 2008
Schulte Roth & Zabel LLP 2003 - 2005
Mayer Brown 1998 - 2003
Coudert Brothers 1997 - 1998
Education
Université Panthéon Assas (Paris II)
DEA, Droit Commercial
Fordham University School of Law
JD
University of Wisconsin-Madison
BA, Political Science
University of Paris I: Panthéon-Sorbonne
WHV Investments, Inc. 2013 - Present
HSBC Securities 2011 - 2012
Société Générale 2010 - 2011
Swiss Re 2005 - 2008
Schulte Roth & Zabel LLP 2003 - 2005
Mayer Brown 1998 - 2003
Coudert Brothers 1997 - 1998
Education
Université Panthéon Assas (Paris II)
DEA, Droit Commercial
Fordham University School of Law
JD
University of Wisconsin-Madison
BA, Political Science
University of Paris I: Panthéon-Sorbonne
Lori Rutkowski's HSBC Securities Experience August 2012 - April 2013
Job at
Industry Financial Services
Experience
U.S. Securities and Exchange Commission May 2013 - Present
HSBC Securities August 2012 - April 2013
Morgan Stanley May 2006 - August 2012
New York Stock Exchange July 1997 - May 2006
Education
Hofstra University 1989 — 1993
BBA, Accounting
U.S. Securities and Exchange Commission May 2013 - Present
HSBC Securities August 2012 - April 2013
Morgan Stanley May 2006 - August 2012
New York Stock Exchange July 1997 - May 2006
Education
Hofstra University 1989 — 1993
BBA, Accounting
Prasad Manikonda's HSBC Securities Experience 2005 - 2006
Job IT program/project management, business analysis and application development
Industry Information Technology and Services
Experience
SriPranavam Corporation 2010 - Present
Proprietary Trading Firm 2009 - 2009
Old Lane 2006 - 2008
HSBC Securities 2005 - 2006
Citi 2003 - 2005
Real Soft Inc. 1995 - 2003
Skills
Fixed Income, Hedge Funds, Sybase, C++, Sophis, Trading Systems, Equities, Equity Derivatives, Oracle SQL, Java, C#, Software Project..., Business Analysis, Technical Architecture, Program Management, Oracle, Databases, Back Office, Capital Markets, Risk Management, Options
Education
Lamar University 1992 — 1994
M.E., Mechanical Engineering
Osmania University 1988 — 1992
B.E., Mechanical Engineering
CAT ( Computer & Allied Training ) Academy, Secunderabad, India 1988 — 1989
Diploma in Applied Software, Computer Software Applications
Government Polytechnic, Vijayawada 1984 — 1987
Diploma, Mechanical Engineering
SriPranavam Corporation 2010 - Present
Proprietary Trading Firm 2009 - 2009
Old Lane 2006 - 2008
HSBC Securities 2005 - 2006
Citi 2003 - 2005
Real Soft Inc. 1995 - 2003
Skills
Fixed Income, Hedge Funds, Sybase, C++, Sophis, Trading Systems, Equities, Equity Derivatives, Oracle SQL, Java, C#, Software Project..., Business Analysis, Technical Architecture, Program Management, Oracle, Databases, Back Office, Capital Markets, Risk Management, Options
Education
Lamar University 1992 — 1994
M.E., Mechanical Engineering
Osmania University 1988 — 1992
B.E., Mechanical Engineering
CAT ( Computer & Allied Training ) Academy, Secunderabad, India 1988 — 1989
Diploma in Applied Software, Computer Software Applications
Government Polytechnic, Vijayawada 1984 — 1987
Diploma, Mechanical Engineering
Mike Firgeleski's HSBC Securities Experience August 2006 - October 2007
Job Managing Director, Associate General Counsel at K2 Advisors
Industry Law Practice
Experience
K2 Advisors October 2007 - Present
HSBC Securities August 2006 - October 2007
K&L Gates 2001 - 2006
Skills
Hedge Funds, Securities, Alternative Investments, Asset Managment, Contract Negotiation, Investment Management, Investment Advisory, Investment Adviser..., Asset Management, Fund Of Funds, Investments, Capital Markets, Corporate Governance, Due Diligence, Securities Regulation, Financial Structuring, Management
Education
The George Washington University Law School 2000 — 2002
J.D.
Indiana University School of Law—Bloomington 1999 — 2000
University of Michigan 1993 — 1997
B.A., Political Science
K2 Advisors October 2007 - Present
HSBC Securities August 2006 - October 2007
K&L Gates 2001 - 2006
Skills
Hedge Funds, Securities, Alternative Investments, Asset Managment, Contract Negotiation, Investment Management, Investment Advisory, Investment Adviser..., Asset Management, Fund Of Funds, Investments, Capital Markets, Corporate Governance, Due Diligence, Securities Regulation, Financial Structuring, Management
Education
The George Washington University Law School 2000 — 2002
J.D.
Indiana University School of Law—Bloomington 1999 — 2000
University of Michigan 1993 — 1997
B.A., Political Science
George Manchenko's HSBC Securities Experience October 2010 - Present
Job DirectorGlobal Relationship Manager at HSBC Securities
Industry Banking
Experience
HSBC Securities October 2010 - Present
Knight Equity Markets July 2009 - October 2010
Bear Stearns 2006 - 2008
BNP Paribas May 2002 - September 2006
Fleet Bank September 2000 - April 2002
Sole Proprietor, Personal Fitness Business February 1994 - August 2000
Citicorp Retail Services May 1990 - January 1994
Royal Bank of Canada 1987 - 1989
Manufacturers Hanover Trust 1986 - 1987
Skills
Credit, Capital Markets, Credit Analysis, Fixed Income, Financial Risk, Derivatives, Commercial Banking, Credit Risk, Equities, Hedge Funds, Banking, Secured Financing, TRS, ABS, Investment Banking, Financial Services, Financial Markets, Structured Finance, FX Options
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and International Business
Hofstra University 1985 — 1986
BBA, Banking and Finance
NHP Memorial HS 1975 — 1981
High School Diploma
HSBC Securities October 2010 - Present
Knight Equity Markets July 2009 - October 2010
Bear Stearns 2006 - 2008
BNP Paribas May 2002 - September 2006
Fleet Bank September 2000 - April 2002
Sole Proprietor, Personal Fitness Business February 1994 - August 2000
Citicorp Retail Services May 1990 - January 1994
Royal Bank of Canada 1987 - 1989
Manufacturers Hanover Trust 1986 - 1987
Skills
Credit, Capital Markets, Credit Analysis, Fixed Income, Financial Risk, Derivatives, Commercial Banking, Credit Risk, Equities, Hedge Funds, Banking, Secured Financing, TRS, ABS, Investment Banking, Financial Services, Financial Markets, Structured Finance, FX Options
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance and International Business
Hofstra University 1985 — 1986
BBA, Banking and Finance
NHP Memorial HS 1975 — 1981
High School Diploma
David Lundeen's HSBC Securities Experience February 2011 - April 2012
Job Senior Legal CounselCapital Markets at Nissan North America
Industry Automotive
Experience
Nissan North America June 2014 - Present
Northern Trust September 2012 - May 2014
Obama for America May 2012 - September 2012
Mayer Brown LLP September 2005 - September 2012
HSBC Securities February 2011 - April 2012
Swanson, Martin & Bell, LLP September 2004 - September 2005
American Civil Liberties Union May 2002 - August 2002
Skills
Corporate Law, Banking Law, Corporate Finance, Restructuring, Capital Markets..., Securities Law, Secured Transactions, Derivatives, Asset-Backed Securities, Litigation Management, Workouts, Mergers & Acquisitions, Intellectual Property, Cyber-security, Bankruptcy, Asset-backed..., Structured Finance, Corporate Governance
Education
Indiana University School of Law—Bloomington 2001 — 2004
J.D., Law
University of Michigan 1995 — 1999
B.A., Philosophy, Classical Studies
Nissan North America June 2014 - Present
Northern Trust September 2012 - May 2014
Obama for America May 2012 - September 2012
Mayer Brown LLP September 2005 - September 2012
HSBC Securities February 2011 - April 2012
Swanson, Martin & Bell, LLP September 2004 - September 2005
American Civil Liberties Union May 2002 - August 2002
Skills
Corporate Law, Banking Law, Corporate Finance, Restructuring, Capital Markets..., Securities Law, Secured Transactions, Derivatives, Asset-Backed Securities, Litigation Management, Workouts, Mergers & Acquisitions, Intellectual Property, Cyber-security, Bankruptcy, Asset-backed..., Structured Finance, Corporate Governance
Education
Indiana University School of Law—Bloomington 2001 — 2004
J.D., Law
University of Michigan 1995 — 1999
B.A., Philosophy, Classical Studies
Devang Vyas's HSBC Securities Experience January 2001 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2001 - Present
iORMYX 2000 - 2001
Education
Gujarat University 1995 — 1998
Masters in Computer Science (MCA), MCA
L.D College of Engineering - Ahmedabad 1995 — 1998
MCA
HSBC Securities January 2001 - Present
iORMYX 2000 - 2001
Education
Gujarat University 1995 — 1998
Masters in Computer Science (MCA), MCA
L.D College of Engineering - Ahmedabad 1995 — 1998
MCA
Robert Cunningham's HSBC Securities Experience May 1994 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Wealth Resources Network/LPL Financial October 2011 - Present
IFMG Securities March 2007 - June 2008
HSBC Securities May 1994 - October 2006
HSBC America/Republic Financial Services May 1994 - June 2000
First Chicago Trust Company-JP Morgan Chase January 1993 - May 1994
Skills
Compliance, Fixed Income, Investments, Operations Management, Policy, Hedge Funds, Securities, Trading, Management, Insurance, Capital Markets, Risk Management, Equities, Asset Management, Financial Services, Series 7, Analysis, Portfolio Management, Financial Advisory, Series 63, FINRA, Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Bloomberg, Alternative Investments, Uniform Combined State..., Retirement, IRAs, Series 65
Education
Iona College 1986 — 1990
Communication Arts
Iona College
Bachelor of Arts, Communication Arts
Wealth Resources Network/LPL Financial October 2011 - Present
IFMG Securities March 2007 - June 2008
HSBC Securities May 1994 - October 2006
HSBC America/Republic Financial Services May 1994 - June 2000
First Chicago Trust Company-JP Morgan Chase January 1993 - May 1994
Skills
Compliance, Fixed Income, Investments, Operations Management, Policy, Hedge Funds, Securities, Trading, Management, Insurance, Capital Markets, Risk Management, Equities, Asset Management, Financial Services, Series 7, Analysis, Portfolio Management, Financial Advisory, Series 63, FINRA, Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Bloomberg, Alternative Investments, Uniform Combined State..., Retirement, IRAs, Series 65
Education
Iona College 1986 — 1990
Communication Arts
Iona College
Bachelor of Arts, Communication Arts
Ravi Sivaramaiah's HSBC Securities Experience March 2007 - April 2009
Job Vice President at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG July 2011 - Present
Societe Generale April 2010 - June 2011
Barclays Capital August 2009 - March 2010
HSBC Securities March 2007 - April 2009
BNP Paribas February 2005 - February 2007
Broadridge January 2004 - March 2005
JP Morgan Chase June 1998 - July 2002
Skills
Unix, Sybase, Oracle, Capital Markets, DB2, Investment Banking, Integration, XML, Hibernate, Eclipse, Java Enterprise Edition, JMS, Perl, Spring, TIBCO, JUnit, UNIX Script, Core Java, Oracle SQL, SQL Server, Crystal Reports, MS Office Suite, WebSphere Message Broker, XML Spy, Groovy, Grails, jQuery, Derivatives, Spring Framework, Fixed Income
Education
Indian Institute of Technology, Kanpur 1980 — 1982
M Tech, Industrial & Management Engineering
Indian Institute of Science 1976 — 1979
B.E, Electrical Technology & Electronics
Commerzbank AG July 2011 - Present
Societe Generale April 2010 - June 2011
Barclays Capital August 2009 - March 2010
HSBC Securities March 2007 - April 2009
BNP Paribas February 2005 - February 2007
Broadridge January 2004 - March 2005
JP Morgan Chase June 1998 - July 2002
Skills
Unix, Sybase, Oracle, Capital Markets, DB2, Investment Banking, Integration, XML, Hibernate, Eclipse, Java Enterprise Edition, JMS, Perl, Spring, TIBCO, JUnit, UNIX Script, Core Java, Oracle SQL, SQL Server, Crystal Reports, MS Office Suite, WebSphere Message Broker, XML Spy, Groovy, Grails, jQuery, Derivatives, Spring Framework, Fixed Income
Education
Indian Institute of Technology, Kanpur 1980 — 1982
M Tech, Industrial & Management Engineering
Indian Institute of Science 1976 — 1979
B.E, Electrical Technology & Electronics
Joseph Radcliffe's HSBC Securities Experience June 2002 - December 2006
Job Customer Service at Optionshouse
Industry Capital Markets
Experience
Optionshouse November 2011 - Present
RBC Capital Markets June 2010 - September 2011
TradeStation June 2009 - June 2010
Chicago Capital Markets, January 2007 - October 2008
HSBC Securities June 2002 - December 2006
Lehman Brothers June 1998 - June 2002
First Chicago June 1985 - June 1998
Skills
Options, Foreign Exchange, Electronic Trading, Commodity, Trading, Trading Systems, Financial Markets, Investments
Education
Illinois Institute of Technology 1992 — 1995
masters, financial markets and trading
Loyola University Chicago 1979 — 1981
BA, Political Science
Optionshouse November 2011 - Present
RBC Capital Markets June 2010 - September 2011
TradeStation June 2009 - June 2010
Chicago Capital Markets, January 2007 - October 2008
HSBC Securities June 2002 - December 2006
Lehman Brothers June 1998 - June 2002
First Chicago June 1985 - June 1998
Skills
Options, Foreign Exchange, Electronic Trading, Commodity, Trading, Trading Systems, Financial Markets, Investments
Education
Illinois Institute of Technology 1992 — 1995
masters, financial markets and trading
Loyola University Chicago 1979 — 1981
BA, Political Science
Monique Thacker's HSBC Securities Experience January 2013 - Present
Job Chief Administrative Officer, Wealth Management US at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
HSBC Securities January 2013 - Present
UBS October 2006 - January 2013
AXA May 2004 - October 2006
INVESCO 2002 - 2004
Ladenburg Thalmann 1999 - 2001
Skills
Fixed Income, Securities, Asset Managment, Financial Services, Investments, Alternative Investments, Portfolio Management
Education
Hofstra University
BA
Hofstra University
John Henry McNierney's HSBC Securities Experience February 2012 - June 2013
Job CoFounder, President SWERVE Fitness
Industry Health, Wellness and Fitness
Experience
SWERVE Fitness June 2013 - Present
HSBC Securities February 2012 - June 2013
HSBC Securities January 2011 - February 2012
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Investments, Structured Products, Financial Modeling, Valuation, Bloomberg Terminal, Asset Management, Financial Analysis
Education
Lehigh University 2006 — 2010
Bachelor of Science from College of Business & Economics, Finance
Huntington High School 2002 — 2006
SWERVE Fitness June 2013 - Present
HSBC Securities February 2012 - June 2013
HSBC Securities January 2011 - February 2012
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Investments, Structured Products, Financial Modeling, Valuation, Bloomberg Terminal, Asset Management, Financial Analysis
Education
Lehigh University 2006 — 2010
Bachelor of Science from College of Business & Economics, Finance
Huntington High School 2002 — 2006
Jim Peceniak's HSBC Securities Experience Closer FunderJPMorgan ChaseSeptember 2006 - June 2007
Job Loss Mitigation at HSBC Securities
Industry Banking
Experience
HSBC Securities Closer FunderJPMorgan ChaseSeptember 2006 - June 2007
Education
Lewis University 1981 — 1983
business, administration
HSBC Securities Closer FunderJPMorgan ChaseSeptember 2006 - June 2007
Education
Lewis University 1981 — 1983
business, administration
Wendy Horn's HSBC Securities Experience 2001 - 2008
Job Managing Director , Branch Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2008 - Present
HSBC Securities 2001 - 2008
Donaldson, Lufkin & Jenrette 1986 - 2000
Education
American School in London
Hamilton College
BA
New York University - Leonard N. Stern School of Business
mba, finance
Raymond James Financial Inc. June 2008 - Present
HSBC Securities 2001 - 2008
Donaldson, Lufkin & Jenrette 1986 - 2000
Education
American School in London
Hamilton College
BA
New York University - Leonard N. Stern School of Business
mba, finance
Paul Aran's HSBC Securities Experience 1996 - 1998
Job VP at Moody's Investors Service
Industry Building Materials
Experience
Moody's Investors Service 2001 - Present
Lehman Brothers 2000 - 2003
HSBC Securities 1996 - 1998
Education
Marymount University 1984 — 1986
MBA, Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics
Moody's Investors Service 2001 - Present
Lehman Brothers 2000 - 2003
HSBC Securities 1996 - 1998
Education
Marymount University 1984 — 1986
MBA, Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics
Gerasimos Dimitratos's HSBC Securities Experience August 2009 - January 2010
Job Construction/Project Management at Northeast Contracting
Industry Construction
Experience
Northeast Contracting February 2011 - Present
New York Life Insurance Company February 2010 - February 2011
HSBC August 2009 - January 2010
HSBC Securities August 2009 - January 2010
M&T June 2007 - August 2009
M&T Securities June 2007 - August 2009
M&T Bank January 2006 - June 2007
Skills
Management, Finance, Construction, Vendor Management, Invoice Processing, Inventory Control, Customer Service, Investment Advisory, Project Management, Team Building, Strategic Planning, Leadership
Education
Le Moyne College 2005 — 2007
BS, Business Administration
Northeast Contracting February 2011 - Present
New York Life Insurance Company February 2010 - February 2011
HSBC August 2009 - January 2010
HSBC Securities August 2009 - January 2010
M&T June 2007 - August 2009
M&T Securities June 2007 - August 2009
M&T Bank January 2006 - June 2007
Skills
Management, Finance, Construction, Vendor Management, Invoice Processing, Inventory Control, Customer Service, Investment Advisory, Project Management, Team Building, Strategic Planning, Leadership
Education
Le Moyne College 2005 — 2007
BS, Business Administration
Mark Allen Smith's HSBC Securities Experience August 2010 - April 2011
Job Houlihan Lokey Global Industrials, Head of Metals and Mining
Industry Investment Banking
Experience
Houlihan Lokey December 2012 - Present
Metallum Capital Advisors LLC April 2011 - December 2012
HSBC Securities August 2010 - April 2011
FTI Consulting May 2009 - April 2010
ABN AMRO 2005 - 2008
GE Capital 2000 - 2005
Skills
Investment Banking, Asset Based Lending, Leveraged Finance, Mergers, Corporate Finance, Origination, Restructuring, LBO, Valuation, Debt, Emerging Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Indiana University Bloomington 1985 — 1989
Bachelors, Finance and Economics
Houlihan Lokey December 2012 - Present
Metallum Capital Advisors LLC April 2011 - December 2012
HSBC Securities August 2010 - April 2011
FTI Consulting May 2009 - April 2010
ABN AMRO 2005 - 2008
GE Capital 2000 - 2005
Skills
Investment Banking, Asset Based Lending, Leveraged Finance, Mergers, Corporate Finance, Origination, Restructuring, LBO, Valuation, Debt, Emerging Markets, M&A experience
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Indiana University Bloomington 1985 — 1989
Bachelors, Finance and Economics
Paul McAndrews's HSBC Securities Experience November 2012 - Present
Job Vice President, Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities November 2012 - Present
MetLife Financial Services July 2010 - July 2012
ICAP April 2004 - March 2009
Seaboard Securities September 2003 - April 2004
Pensiononline.com November 2001 - September 2003
Citicorp Investment Services June 1999 - November 2001
M&T Bank April 1998 - May 1999
Skills
Financial Services, Finance, Series 63, Retirement Planning, Portfolio Management
Education
Manhattanville College 1984 — 1988
BA, Management
John F. Kennedy H.S. Bronx, NY 1981 — 1984
HSBC Securities November 2012 - Present
MetLife Financial Services July 2010 - July 2012
ICAP April 2004 - March 2009
Seaboard Securities September 2003 - April 2004
Pensiononline.com November 2001 - September 2003
Citicorp Investment Services June 1999 - November 2001
M&T Bank April 1998 - May 1999
Skills
Financial Services, Finance, Series 63, Retirement Planning, Portfolio Management
Education
Manhattanville College 1984 — 1988
BA, Management
John F. Kennedy H.S. Bronx, NY 1981 — 1984
Joseph Fuchs's HSBC Securities Experience November 2005 - June 2013
Job President at Cool Fox Refrigerated Vehicles
Industry Transportation/Trucking/Railroad
Experience
Cool Fox Refrigerated Vehicles January 2014 - Present
HSBC Securities November 2005 - June 2013
Perry's Towing January 1997 - March 2006
Skills
Commercial Vehicle..., Vehicle Leasing, Vehicle Design and..., Fleet Management, Vehicle Maintenance, Refrigeration, Fixed Income, Bonds, Asset Management, Credit, Interest Rate..., Emerging Markets, Capital Markets, Derivatives, Securitization
Education
Hofstra University 2001 — 2005
Bachelor of Science (BS), Finance
Cool Fox Refrigerated Vehicles January 2014 - Present
HSBC Securities November 2005 - June 2013
Perry's Towing January 1997 - March 2006
Skills
Commercial Vehicle..., Vehicle Leasing, Vehicle Design and..., Fleet Management, Vehicle Maintenance, Refrigeration, Fixed Income, Bonds, Asset Management, Credit, Interest Rate..., Emerging Markets, Capital Markets, Derivatives, Securitization
Education
Hofstra University 2001 — 2005
Bachelor of Science (BS), Finance
Anthony D'Auria's HSBC Securities Experience April 2000 - June 2005
Job Financial Advisor at AIG Royal Alliance
Industry Financial Services
Experience
AIG Royal Alliance September 2006 - Present
HSBC Securities April 2000 - June 2005
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Series 7, Investment Advisory, Securities
Education
Iona College
BS, Business Administration
AIG Royal Alliance September 2006 - Present
HSBC Securities April 2000 - June 2005
Skills
Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Series 7, Investment Advisory, Securities
Education
Iona College
BS, Business Administration
Hari G's HSBC Securities Experience August 2013 - Present
Job ETL Architect at HSBC Risk Management
Industry Information Technology and Services
Experience
HSBC Securities August 2013 - Present
Catalyst Rx June 2011 - August 2013
HSBC October 2010 - May 2011
Walgreens September 2007 - October 2010
Ann Taylor Retail January 2007 - September 2007
Laidlaw January 2006 - December 2006
Citizens Bank August 2005 - January 2006
Fifth Third Bank January 2004 - August 2005
Skills
ETL, Databases, Datastage, XML, Requirements Analysis, Data Modeling, Oracle, Data Warehousing, Software Development, Integration
Education
Gulbarga University 1995 — 1999
BE, Computer Science
HSBC Securities August 2013 - Present
Catalyst Rx June 2011 - August 2013
HSBC October 2010 - May 2011
Walgreens September 2007 - October 2010
Ann Taylor Retail January 2007 - September 2007
Laidlaw January 2006 - December 2006
Citizens Bank August 2005 - January 2006
Fifth Third Bank January 2004 - August 2005
Skills
ETL, Databases, Datastage, XML, Requirements Analysis, Data Modeling, Oracle, Data Warehousing, Software Development, Integration
Education
Gulbarga University 1995 — 1999
BE, Computer Science
Cheryl B. Turner's HSBC Securities Experience
Job Accountant at HSBC Securities
Industry Financial Services
Experience
HSBC Securities
Skills
Reconciliation, Accounting
Education
Indiana State University
Bachelor of Science (BS), Accounting
Keller Graduate School of Management of DeVry University
Master of Accounting and Financial Management
HSBC Securities
Skills
Reconciliation, Accounting
Education
Indiana State University
Bachelor of Science (BS), Accounting
Keller Graduate School of Management of DeVry University
Master of Accounting and Financial Management
Abdul Jabbar Khan's HSBC Securities Experience April 2005 - June 2007
Job Senior Underwriting Consultant at Aetna Life Insurance Company
Industry Insurance
Experience
Aetna Life Insurance Company July 2005 - January 2013
HSBC Securities April 2005 - June 2007
AIG July 2003 - April 2005
Aetna September 2000 - July 2003
Jubilee Life Insurance Company Ltd. 1989 - 1999
State Life Insurance Corporation of Pakistan 1983 - 1989
State Life Insurance Corporation of Pakistan 1978 - 1982
Skills
Medical Underwriting, Underwriting, Health Insurance, Reinsurance, Claim, Insurance, Disability Insurance, Term Life Insurance, Brokers, Life Insurance, General Insurance, Long-term Care, Critical Illness, Employee Benefits, Commercial Insurance, Group Insurance, Health Savings Accounts, Microsoft Excel, Microsoft Word
Education
University of Karachi
Bachelor of Commerce (B.Com.), Accounting and Finance
Aetna Life Insurance Company July 2005 - January 2013
HSBC Securities April 2005 - June 2007
AIG July 2003 - April 2005
Aetna September 2000 - July 2003
Jubilee Life Insurance Company Ltd. 1989 - 1999
State Life Insurance Corporation of Pakistan 1983 - 1989
State Life Insurance Corporation of Pakistan 1978 - 1982
Skills
Medical Underwriting, Underwriting, Health Insurance, Reinsurance, Claim, Insurance, Disability Insurance, Term Life Insurance, Brokers, Life Insurance, General Insurance, Long-term Care, Critical Illness, Employee Benefits, Commercial Insurance, Group Insurance, Health Savings Accounts, Microsoft Excel, Microsoft Word
Education
University of Karachi
Bachelor of Commerce (B.Com.), Accounting and Finance
Edwin Herrera's HSBC Securities Experience August 2005 - Present
Job Senior Network Specialist at A&E Technologies
Industry Information Technology and Services
Experience
A&E Technologies June 2000 - Present
HSBC Securities August 2005 - Present
IntelliMark Associates April 2005 - May 2005
Molnlycke Health Care January 2002 - March 2005
WorldCom December 1999 - September 2001
JPMorgan September 1999 - December 1999
Charles River Consultants June 1998 - December 1999
JP Morgan June 1998 - September 1998
MCI August 1996 - June 1998
New Jersey Division of Consumer Affairs-Office of Consumer Protection September 1995 - August 1996
Skills
Switches, Windows Server, Active Directory, Troubleshooting, Cisco Technologies, Servers
Education
New Jersey Institute of Technology 1993 — 1996
BA, Information Systems
New Jersey Institute of Technology - School of Management 1993 — 1996
Minor in Management, B.A. Information Systems
Kean University 1991 — 1993
BS, Computer Science
Essex Catholic
Saint John's Grammar School
A&E Technologies June 2000 - Present
HSBC Securities August 2005 - Present
IntelliMark Associates April 2005 - May 2005
Molnlycke Health Care January 2002 - March 2005
WorldCom December 1999 - September 2001
JPMorgan September 1999 - December 1999
Charles River Consultants June 1998 - December 1999
JP Morgan June 1998 - September 1998
MCI August 1996 - June 1998
New Jersey Division of Consumer Affairs-Office of Consumer Protection September 1995 - August 1996
Skills
Switches, Windows Server, Active Directory, Troubleshooting, Cisco Technologies, Servers
Education
New Jersey Institute of Technology 1993 — 1996
BA, Information Systems
New Jersey Institute of Technology - School of Management 1993 — 1996
Minor in Management, B.A. Information Systems
Kean University 1991 — 1993
BS, Computer Science
Essex Catholic
Saint John's Grammar School
Julia Yalizerov, BBA, CIM's HSBC Securities Experience May 2010 - December 2011
Job Senior Investment Associate at National Bank Financial
Industry Financial Services
Experience
National Bank Financial January 2012 - Present
HSBC Securities May 2010 - December 2011
HSBC Securities 2004 - 2010
Skills
Account Management, Business Development, Fixed Income, Options, Equities, Securities, Wealth Management, Equity Trading, Mutual Funds, Trading, Bloomberg, Corporate Actions, Bloomberg Terminal, CBID, Equity Research, Private Placements, Thomson One, Microsoft Excel, Microsoft Office
Education
CSI Global Education Inc. 2004 — 2008
CSC, CPH, DFC, OLC, IMP, PMT, CIM
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Humber College
in progress, Project Management Certificate
National Bank Financial January 2012 - Present
HSBC Securities May 2010 - December 2011
HSBC Securities 2004 - 2010
Skills
Account Management, Business Development, Fixed Income, Options, Equities, Securities, Wealth Management, Equity Trading, Mutual Funds, Trading, Bloomberg, Corporate Actions, Bloomberg Terminal, CBID, Equity Research, Private Placements, Thomson One, Microsoft Excel, Microsoft Office
Education
CSI Global Education Inc. 2004 — 2008
CSC, CPH, DFC, OLC, IMP, PMT, CIM
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Humber College
in progress, Project Management Certificate
Cameron Belger's HSBC Securities Experience April 2013 - Present
Job Fixed Income/Derivatives Specialist at HSBC Securities
Industry Financial Services
Experience
HSBC Securities April 2013 - Present
Deutsche Bank August 2011 - April 2013
Equilend LLC December 2010 - May 2011
Dempsey Partners September 2005 - February 2006
Skills
Financial Risk, Microsoft Excel, Financial Analysis
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Political Science, Philosophy
Wilton High School 2002 — 2006
2016 Level II Candidate in the CFA Program
HSBC Securities April 2013 - Present
Deutsche Bank August 2011 - April 2013
Equilend LLC December 2010 - May 2011
Dempsey Partners September 2005 - February 2006
Skills
Financial Risk, Microsoft Excel, Financial Analysis
Education
Gettysburg College 2006 — 2010
Bachelor of Arts, Political Science, Philosophy
Wilton High School 2002 — 2006
2016 Level II Candidate in the CFA Program
Jonathan Fung's HSBC Securities Experience August 2012 - August 2014
Job Corporate M&A Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
HSBC Securities August 2012 - August 2014
Hamilton College August 2010 - May 2012
Landmark Ventures August 2011 - December 2011
The Hartford May 2011 - August 2011
University of Pennsylvania June 2008 - August 2008
Skills
Economics, Financial Modeling, Leadership, Financial Analysis, Research
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Economics
Loomis Chaffee 2004 — 2008
High School Diploma
JPMorgan Chase August 2014 - Present
HSBC Securities August 2012 - August 2014
Hamilton College August 2010 - May 2012
Landmark Ventures August 2011 - December 2011
The Hartford May 2011 - August 2011
University of Pennsylvania June 2008 - August 2008
Skills
Economics, Financial Modeling, Leadership, Financial Analysis, Research
Education
Hamilton College 2008 — 2012
Bachelor of Arts, Economics
Loomis Chaffee 2004 — 2008
High School Diploma
Terri Reynolds's HSBC Securities Experience August 2011 - January 2013
Job SVP Client Management Head (Onboarding & Remediation services)
Industry Investment Banking
Experience
HSBC Securities (USA) LLC January 2013 - Present
HSBC Securities August 2011 - January 2013
Credit Suisse July 2005 - July 2011
Credit Suisse October 2003 - 2005
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Prime Brokerage, Credit Derivatives, Middle Office, Hedge Funds, Capital Markets, Swaps, FX Options, Bloomberg, KYC, Securities, AML, Trading Systems, Series 7, Financial Markets, Equity Derivatives, Banking
Education
Goldsmiths, University of London
HSBC Securities (USA) LLC January 2013 - Present
HSBC Securities August 2011 - January 2013
Credit Suisse July 2005 - July 2011
Credit Suisse October 2003 - 2005
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Prime Brokerage, Credit Derivatives, Middle Office, Hedge Funds, Capital Markets, Swaps, FX Options, Bloomberg, KYC, Securities, AML, Trading Systems, Series 7, Financial Markets, Equity Derivatives, Banking
Education
Goldsmiths, University of London
Sameer Soni's HSBC Securities Experience May 2008 - August 2008
Job Analyst at Triple 5 Inc
Industry Import and Export
Experience
Triple 5 Inc August 2009 - Present
HSBC Securities May 2008 - August 2008
Education
Marianopolis College 2004 — 2006
DEC, Commerce
John Molson School of Business, Concordia University
2006 to 2009 Bachelor of Commerce, Finance
Triple 5 Inc August 2009 - Present
HSBC Securities May 2008 - August 2008
Education
Marianopolis College 2004 — 2006
DEC, Commerce
John Molson School of Business, Concordia University
2006 to 2009 Bachelor of Commerce, Finance
P. Andrew Irish's HSBC Securities Experience 1998 - 1999
Job Wellington Shields & Co LLC.
Industry Financial Services
Experience
Wellington Shields August 2014 - Present
Mogavero Lee & Co. Inc. August 2002 - April 2013
Advest Inc. 1999 - 2001
HSBC Securities 1998 - 1999
UBS Securities 1987 - 1998
Skills
ETFs, Proprietary Trading, Risk Management, Equity Derivatives, Equity Capital Markets, Trading, Series 7, Equity Trading, Securities, Hedge Funds, Capital Markets, Trading Systems, Series 63, Equities, 63 Licenses, Hold Series 7, Asset Allocation, Structured Products, Investment Advisory, Hedging, Financial Services, Finance, Technical Analysis, Trading Strategies, Investment Management, Strategy, Investment Strategies
Education
Lycoming College 1977 — 1981
Bachelor of Arts, Business Administration.
Chatham High School 1973 — 1977
Far Brook School
Wellington Shields August 2014 - Present
Mogavero Lee & Co. Inc. August 2002 - April 2013
Advest Inc. 1999 - 2001
HSBC Securities 1998 - 1999
UBS Securities 1987 - 1998
Skills
ETFs, Proprietary Trading, Risk Management, Equity Derivatives, Equity Capital Markets, Trading, Series 7, Equity Trading, Securities, Hedge Funds, Capital Markets, Trading Systems, Series 63, Equities, 63 Licenses, Hold Series 7, Asset Allocation, Structured Products, Investment Advisory, Hedging, Financial Services, Finance, Technical Analysis, Trading Strategies, Investment Management, Strategy, Investment Strategies
Education
Lycoming College 1977 — 1981
Bachelor of Arts, Business Administration.
Chatham High School 1973 — 1977
Far Brook School
Diana Gudkova's HSBC Securities Experience October 2011 - March 2014
Job Market Risk Manager, HSBC
Industry Financial Services
Experience
HSBC March 2014 - Present
HSBC Securities October 2011 - March 2014
Southern Company August 2010 - April 2011
Skills
Quantitative Finance, Bloomberg, Derivatives, Fixed Income, Financial Risk, Financial Modeling, Monte Carlo Simulation, Quantitative Analytics, Risk Management, VBA, Trading Systems, Market Risk, Financial Markets, Hedge Funds
Education
Georgia State University 2009 — 2010
Masters, Mathematical Risk Management
HSBC March 2014 - Present
HSBC Securities October 2011 - March 2014
Southern Company August 2010 - April 2011
Skills
Quantitative Finance, Bloomberg, Derivatives, Fixed Income, Financial Risk, Financial Modeling, Monte Carlo Simulation, Quantitative Analytics, Risk Management, VBA, Trading Systems, Market Risk, Financial Markets, Hedge Funds
Education
Georgia State University 2009 — 2010
Masters, Mathematical Risk Management
Matt Taratko's HSBC Securities Experience
Job IT Manager at HSBC Securities
Industry Financial Services
Experience
HSBC Securities
Skills
Capital Markets, Trading Systems, Investment Banking, FX Options, Equities, Derivatives, Banking, Electronic Trading, Fixed Income, Market Data, Back Office, Middle Office, Risk Management, Financial Markets, Interest Rate..., Equity Derivatives, Credit Derivatives, Sybase, Bloomberg
Education
Hofstra University
BS, Computer Science
HSBC Securities
Skills
Capital Markets, Trading Systems, Investment Banking, FX Options, Equities, Derivatives, Banking, Electronic Trading, Fixed Income, Market Data, Back Office, Middle Office, Risk Management, Financial Markets, Interest Rate..., Equity Derivatives, Credit Derivatives, Sybase, Bloomberg
Education
Hofstra University
BS, Computer Science
Beth Weinstein's HSBC Securities Experience August 1995 - May 1999
Job Mortgage Operations and Underwriting Professional
Industry Financial Services
Experience
JPMorgan Chase May 2010 - Present
GFI Group March 2007 - July 2008
Atlantic Bank of New York November 2001 - May 2006
HSBC Securities August 1995 - May 1999
The Hongkong and Shanghai Banking Corporation Limited August 1988 - August 1995
First Boston Capital Group June 1984 - April 1988
Skills
Mortgage Lending, Underwriting, Loans, Funding, Residential Mortgages, Credit, Credit Analysis, Risk Management
Education
Lock Haven University of Pennsylvania 1976 — 1980
BA, Fine Arts
JPMorgan Chase May 2010 - Present
GFI Group March 2007 - July 2008
Atlantic Bank of New York November 2001 - May 2006
HSBC Securities August 1995 - May 1999
The Hongkong and Shanghai Banking Corporation Limited August 1988 - August 1995
First Boston Capital Group June 1984 - April 1988
Skills
Mortgage Lending, Underwriting, Loans, Funding, Residential Mortgages, Credit, Credit Analysis, Risk Management
Education
Lock Haven University of Pennsylvania 1976 — 1980
BA, Fine Arts
Errol John Vicencio's HSBC Securities Experience January 2004 - May 2006
Job Interactive Media Designer
Industry Media Production
Experience
HSBC May 2006 - July 2011
HSBC Securities January 2004 - May 2006
HSBC April 2003 - January 2004
Leitch Technology January 2001 - January 2002
Computer Talk LTD 2002 - 2002
Brown Scene Magazine 1997 - 2000
Skills
Windows Server, SharePoint, HTML, Windows, Photoshop, Troubleshooting, Illustrator, Microsoft Office, Adobe Creative Suite
Education
Centennial College 2000 — 2003
Computer Systems Technology
George Brown College 1998 — 1999
Graphic Design
Ryerson University 1994 — 1996
Applied Computer Sciences
HSBC May 2006 - July 2011
HSBC Securities January 2004 - May 2006
HSBC April 2003 - January 2004
Leitch Technology January 2001 - January 2002
Computer Talk LTD 2002 - 2002
Brown Scene Magazine 1997 - 2000
Skills
Windows Server, SharePoint, HTML, Windows, Photoshop, Troubleshooting, Illustrator, Microsoft Office, Adobe Creative Suite
Education
Centennial College 2000 — 2003
Computer Systems Technology
George Brown College 1998 — 1999
Graphic Design
Ryerson University 1994 — 1996
Applied Computer Sciences
Andrew Nagy's HSBC Securities Experience September 2010 - Present
Job Associate Portfolio Advisory Group/Product Specialist at HSBC Securities
Industry Financial Services
Experience
HSBC Securities September 2010 - Present
York Downs Golf and Country Club 2008 - 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Equity Trading
Education
York University 2008 — 2010
B.A., Economics
Georgian College 2005 — 2008
Diploma, Business
HSBC Securities September 2010 - Present
York Downs Golf and Country Club 2008 - 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Equity Trading
Education
York University 2008 — 2010
B.A., Economics
Georgian College 2005 — 2008
Diploma, Business
Edward Strebel Jr.'s HSBC Securities Experience March 2001 - September 2012
Job Specialist Futures at HSBC Securities
Industry Financial Services
Experience
HSBC Securities March 2001 - September 2012
Gerald Inc. February 1993 - May 1998
Lonray Coffee International, Inc. August 1990 - January 1993
Drexel Burnham Lambert June 1978 - June 1990
Skills
Accounting, Account Reconciliation, Finance, Auditing, Financial Analysis, Corporate Finance, Financial Risk, Accounts Payable, Cash Flow, Cash Management, Capital Markets, Portfolio Management, Financial Services, Strategic Financial..., Equities, Derivatives, Risk Management, Bank Reconciliation, Financial Statements, Asset Management, Accounts Receivable, Banking, Securities, Analysis, Fixed Income
Education
Saint John's University 1979 — 1982
Masters, Quantitative Analysis
Manhattan College 1974 — 1978
Bachelor of Science, Accounting
HSBC Securities March 2001 - September 2012
Gerald Inc. February 1993 - May 1998
Lonray Coffee International, Inc. August 1990 - January 1993
Drexel Burnham Lambert June 1978 - June 1990
Skills
Accounting, Account Reconciliation, Finance, Auditing, Financial Analysis, Corporate Finance, Financial Risk, Accounts Payable, Cash Flow, Cash Management, Capital Markets, Portfolio Management, Financial Services, Strategic Financial..., Equities, Derivatives, Risk Management, Bank Reconciliation, Financial Statements, Asset Management, Accounts Receivable, Banking, Securities, Analysis, Fixed Income
Education
Saint John's University 1979 — 1982
Masters, Quantitative Analysis
Manhattan College 1974 — 1978
Bachelor of Science, Accounting
Jerry Wiffler's HSBC Securities Experience 2006 - 2012
Job SVP, Citi Personal Wealth Management/Citigold
Industry Financial Services
Experience
Citi 2013 - Present
United States Marine Corps 1986 - Present
HSBC Securities 2006 - 2012
JPMorgan Chase 1996 - 2006
MetLife 1994 - 1995
Skills
New Business Development, Team Building, Team Leadership, Strategic Planning, Sales Management, Public Speaking, Thought Leadership, Series 7, Series 24, Series 65, Series 9 & 10, Series 53, Sales Coach, Voice Over, Voice Acting, FINRA, Program Management, Sales, Wealth Management, Series 63, Operational Planning, Defense, Leadership, Project Management, Project Planning, Risk Management, Coaching, Government, Training, Operations Management, Financial Analysis, Business Development, Leadership Development, Retirement Planning, Analysis, Investments, Organizational..., Crisis Management, Tactics, Security Clearance, Military, Security, DoD, Proposal Writing, Cross-functional Team..., Executive Management, Process Improvement, Strategy, Relationship Management, Financial Services
Education
Iona College 1982 — 1986
Bachelor of Arts (B.A.), Marketing
Citi 2013 - Present
United States Marine Corps 1986 - Present
HSBC Securities 2006 - 2012
JPMorgan Chase 1996 - 2006
MetLife 1994 - 1995
Skills
New Business Development, Team Building, Team Leadership, Strategic Planning, Sales Management, Public Speaking, Thought Leadership, Series 7, Series 24, Series 65, Series 9 & 10, Series 53, Sales Coach, Voice Over, Voice Acting, FINRA, Program Management, Sales, Wealth Management, Series 63, Operational Planning, Defense, Leadership, Project Management, Project Planning, Risk Management, Coaching, Government, Training, Operations Management, Financial Analysis, Business Development, Leadership Development, Retirement Planning, Analysis, Investments, Organizational..., Crisis Management, Tactics, Security Clearance, Military, Security, DoD, Proposal Writing, Cross-functional Team..., Executive Management, Process Improvement, Strategy, Relationship Management, Financial Services
Education
Iona College 1982 — 1986
Bachelor of Arts (B.A.), Marketing
Kgomotso Hargraves MBA's HSBC Securities Experience February 2008 - April 2011
Job AML Compliance JP Morgan Chase
Industry Investment Banking
Experience
JPMorgan Chase 2012 - Present
HSBC April 2011 - November 2011
HSBC Securities February 2008 - April 2011
HSBC November 2007 - February 2008
Conde Nast August 2007 - November 2007
Career Diversity Botswana November 2003 - December 2006
The Grand Opera House April 2001 - January 2003
Skills
Know Your Customer &..., Multi-Cultural Team..., Process Improvement..., New Business Development, Written & Oral..., High Net Worth Client..., Business Relationship..., Banking, Finance
Education
Goldey Beacom College 2000 — 2002
Master of Business Administration (M.B.A.)
Goldey Beacom College 1996 — 2000
Bachelor of Science (B.S.)
GSS
JPMorgan Chase 2012 - Present
HSBC April 2011 - November 2011
HSBC Securities February 2008 - April 2011
HSBC November 2007 - February 2008
Conde Nast August 2007 - November 2007
Career Diversity Botswana November 2003 - December 2006
The Grand Opera House April 2001 - January 2003
Skills
Know Your Customer &..., Multi-Cultural Team..., Process Improvement..., New Business Development, Written & Oral..., High Net Worth Client..., Business Relationship..., Banking, Finance
Education
Goldey Beacom College 2000 — 2002
Master of Business Administration (M.B.A.)
Goldey Beacom College 1996 — 2000
Bachelor of Science (B.S.)
GSS
Bruno Machiavelo's HSBC Securities Experience May 2002 - June 2007
Job Head of EM FI at Natixis CIB Americas
Industry Banking
Experience
Natixis CIB Americas September 2013 - Present
Banco Santander August 2007 - July 2013
HSBC Securities May 2002 - June 2007
JPMorgan Chase March 1997 - May 2002
Skills
Emerging Markets, FX trading, Government, Local Government, European Markets
Education
Instituto Tecnológico Autónomo de México / ITAM 1983 — 1988
Natixis CIB Americas September 2013 - Present
Banco Santander August 2007 - July 2013
HSBC Securities May 2002 - June 2007
JPMorgan Chase March 1997 - May 2002
Skills
Emerging Markets, FX trading, Government, Local Government, European Markets
Education
Instituto Tecnológico Autónomo de México / ITAM 1983 — 1988
Van Hesser's HSBC Securities Experience 2003 - 2013
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Andrew Johnson, Jr.'s HSBC Securities Experience October 2011 - Present
Job AVP, Americas Planning & Finance at HSBC Global Banking & Markets
Industry Financial Services
Experience
HSBC Securities October 2011 - Present
USI Insurance Services November 2010 - October 2011
General Motors Asset Management June 2008 - November 2010
AboveNet February 2006 - June 2008
Steinway Child & Family Services September 2003 - February 2006
Skills
Financial Reporting, Financial Modeling, Forecasting, Management, Business Process..., Trend Analysis, Monthly Close Process, Portfolio Performance..., Accruals, SAP, Cognos, Hyperion Reports, Bloomberg, GreatPlains, Finance
Education
Manhattan College 1999 — 2003
Bachelor of Science (BS)
HSBC Securities October 2011 - Present
USI Insurance Services November 2010 - October 2011
General Motors Asset Management June 2008 - November 2010
AboveNet February 2006 - June 2008
Steinway Child & Family Services September 2003 - February 2006
Skills
Financial Reporting, Financial Modeling, Forecasting, Management, Business Process..., Trend Analysis, Monthly Close Process, Portfolio Performance..., Accruals, SAP, Cognos, Hyperion Reports, Bloomberg, GreatPlains, Finance
Education
Manhattan College 1999 — 2003
Bachelor of Science (BS)