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

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1,099 HSBC Securities employees in database. Find out everything there's to know about HSBC Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

HSBC Securities Employees

Employee
Years
Job
Industry
Brandi Bailey Brandi Bailey New York, New York Details
Brandi Bailey's HSBC Securities Experience June 2004 - April 2007
Job Executive Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  August 2013 - Present
Morgan Stanley  September 2009 - February 2011
UBS Investment Bank  July 2007 - September 2009
HSBC Securities   June 2004 - April 2007
Sanford C. Bernstein  May 1998 - June 2004

Skills
Equities, Series 7, Series 63, Equity Trading, Series 55

Education
Rutgers University-New Brunswick   1993 — 1997
BA, Psychology

Cumberland Regional High School   1989 — 1993

Gregory Boshart Gregory Boshart Syracuse, New York Area Details
Gregory Boshart's HSBC Securities Experience March 2003 - January 2005
Job Vice President at Janney Montgomery Scott LLC
Industry Investment Management
Experience
Janney, Montgomery, Scott   January 2005 - Present
HSBC Securities   March 2003 - January 2005
McDonald Investments  July 1997 - March 2003

Skills
Retirement Planning, Retirement Income..., Financial Planning, Investments, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Annuities, Fixed Annuities, Strategic Financial..., Retirement, Series 7, Investment Strategies, Investment Advisory, Asset Allocation, Series 63, Alternative Investments, Securities, Equities

Education
State University of New York College at Fredonia   1983 — 1987
Bachelor of Science, Special Studies Finance/Music Business

North Syracuse High School   1979 — 1983
Advanced Regents, College Entrance

Arquelio Semidey Arquelio Semidey Greater New York City Area Details
Arquelio Semidey's HSBC Securities Experience October 2014 - Present
Job Vice President at HSBC Securities
Industry Banking
Experience
HSBC Securities   October 2014 - Present
HSBC Securities   March 2010 - September 2014
HSBC Securities   September 2006 - February 2010
J.P. Morgan   July 2005 - August 2006
Delta Point Capital Management, LLC   December 2004 - May 2005
Con Edison  December 2002 - August 2003
Con Edison  July 2000 - November 2002
Con Edison  July 1997 - June 2000

Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Investments, Capital Markets, Fixed Income, Equities, Derivatives, Financial Services, Credit Analysis, Risk Management, Finance, Emerging Markets, Business Analysis, Series 7, Swaps

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2003 — 2005
MBA, Finance and Corporate Accounting

Rensselaer Polytechnic Institute   1993 — 1997
BS, Mechanical Engineering

Syed O Hassan Syed O Hassan Greater New York City Area Details
Syed O Hassan's HSBC Securities Experience June 2010 - August 2010
Job Career Mentor and MD Candidate
Industry Nonprofit Organization Management
Experience
SG Opportunity   August 2011 - Present
American Thoracic Society  August 2012 - August 2014
CITYMD  August 2012 - August 2014
The BMB Group   November 2010 - September 2011
HSBC Securities   June 2010 - August 2010
American Thoracic Society  March 2010 - June 2010
American Thoracic Society  October 2008 - March 2010

Skills
Volunteer Management, Social Media, Research, Press Releases, Community Outreach, Event Planning, Microsoft Excel, PowerPoint, Career Counseling, Editing, Non-profits, Publicity, Media Relations, Social Media Marketing, WordPress, Nonprofits

Education
State University of New York Upstate Medical University   2014 — 2018
Doctor of Medicine (M.D.), Medicine

Macaulay Honors College at Baruch   2007 — 2011
BBA, Entrepreneurship, Pre-Med, Physics, NYC Studies

Iosif Dassyras Iosif Dassyras West Lafayette, Indiana Details
Iosif Dassyras's HSBC Securities Experience June 2013 - June 2013
Job Purdue University
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley  July 2015 - Present
Applied Intelligent Systems Laboratory (AISL)   February 2012 - May 2015
Morgan Stanley  June 2014 - August 2014
HSBC Securities   June 2013 - June 2013
Spiess High Performance Components and Engines   May 2012 - May 2012

Skills
Matlab, Java, C++, Microsoft Office, Catia, Bloomberg, VBA, CATIA, Engineering, AutoCAD, Statistics

Education
Purdue University   2011 — 2015
Bachelor of Science (BS), Mechanical Engineering

The Moraitis School IB   2009 — 2011

Greg Merante Greg Merante Columbus, Ohio Details
Greg Merante's HSBC Securities Experience September 2005 - August 2007
Job Client Business Manager at CCC Information Services
Industry Computer Software
Experience
CCC Information Services  January 2013 - Present
CCC Information Services  June 2011 - January 2013
Complete Claims Service LLC   August 2007 - June 2011
HSBC Securities   September 2005 - August 2007

Skills
Automotive Technology, Customer Satisfaction, Automotive, Customer Retention, Product Development, Automobile, Vehicles, Profit, Continuous Improvement, Quality Management, Product Lifecycle..., Automotive Aftermarket, SaaS, Account Management, Analytics, Automotive Engineering, Claim, Claims Management, Competitive Analysis, Insurance, Leadership, Property, Sales, Sales Management, Sales Process, Salesforce.com, Six Sigma, Solution Selling

Education
SUNY Fredonia   1999 — 2003
Bachelor of Arts, Philosophy & Music

Brian Kwok Brian Kwok Greater New York City Area Details
Brian Kwok's HSBC Securities Experience June 2008 - August 2008
Job .
Industry Capital Markets
Experience
Merrill Lynch  March 2012 - September 2013
Trillium Trading  September 2009 - November 2011
Goldman Sachs  January 2009 - April 2009
Platinum Financial Partners LLC   September 2008 - November 2008
HSBC Securities   June 2008 - August 2008
Ernst & Young  January 2008 - March 2008
Deloitte & Touche  June 2007 - August 2007
Bristol-Myers Squibb  May 2006 - September 2006

Education
Rutgers, The State University of New Jersey-New Brunswick   2005 — 2009
BS

West Windsor - Plainsboro South   2001 — 2005

Sasha Evans, CFA Sasha Evans, CFA Vancouver, Canada Area Details
Sasha Evans, CFA's HSBC Securities Experience May 2004 - August 2004
Job Odlum Brown Limited
Industry Financial Services
Experience
Odlum Brown Limited  September 2009 - Present
Simon Fraser University  January 2014 - Present
CFA Institute  January 2015 - Present
Education Generation   January 2012 - December 2013
Odlum Brown Limited  June 2007 - September 2009
Medcom Billing Systems   2002 - 2008
HSBC Securities   May 2004 - August 2004

Skills
Investments, Investment Strategies, Equities, Equity Research, Securities, Investment Advisory, Fixed Income, Asset Allocation, Mutual Funds, Valuation, Financial Advisory, Bloomberg, Bonds, Wealth, Investment Management, Finance, Derivatives, Retirement Planning, Financial Services, Wealth Management, Portfolio Management, Options, Strategic Financial..., Capital Markets, Wealth Management..., Financial Modeling, High Net Worth..., Financial Analysis

Education
Canadian Securities Institute   2007 — 2008
Canadian Investment Manager

Simon Fraser University   2003 — 2007
BBA, Finance

Douglas Yorke Douglas Yorke Greater New York City Area Details
Douglas Yorke's HSBC Securities Experience 1995 - 1999
Job Managing Partner at Rumson Acquisitions
Industry Management Consulting
Experience
Rumson Acquisitions   2013 - Present
Monmouth Museum  2012 - Present
Marshall Fine Arts Ltd.   2009 - 2014
Chick Packaging  2006 - 2009
Sandy Hook Venture Advisors   2001 - 2006
DLH, Inc.   2003 - 2005
GFI Group  1999 - 2001
HSBC Securities   1995 - 1999
Wertheim Schroder & Co., Inc.   1985 - 1992
Dean Witter  1983 - 1985

Skills
Corporate Development, Mergers, Acquisition Integration, New Business Development, Business Strategy, Marketing Strategy, Marketing Communications, Cross-functional Team..., Sales Management, Financial Analysis, Corporate Finance, Corporate Communications, Investor Relations, Investment Banking, Mergers & Acquisitions, Strategy, Leadership, Private Equity, Finance, Operations Management, Team Building, Contract Negotiation, Strategic Planning, Business Development, Marketing, Management, Investments, Project Finance, Supply Chain Management, Business Planning, Analysis, Start-ups, Training

Education
University of Pennsylvania - The Wharton School   1981 — 1983
MBA, Finance, real estate

Syracuse University   1970 — 1975
B.Arch., Architecture

Rumson

Sean Hyunchul Park Sean Hyunchul Park Greater New York City Area Details
Sean Hyunchul Park's HSBC Securities Experience June 2012 - July 2012
Job Quantitative Trading Analyst at Citi
Industry Facilities Services
Experience
Citi  August 2015 - Present
Citi  March 2015 - July 2015
Citi  June 2014 - August 2014
HSBC Securities   June 2012 - July 2012
University of Michigan  January 2011 - January 2012
University of Michigan  January 2011 - January 2012

Skills
C++, Matlab, R, HTML, Windows, Microsoft Excel, PowerPoint, Microsoft Office, Work Independently with..., Teamwork, Customer Service, Research, Statistics

Education
Rutgers, The State University of New Jersey-New Brunswick   2013 — 2015
Master of Science (M.S.), Mathematical Finance

University of Michigan   2010 — 2013
Bachelor of Science (BS), Financial Mathematics and Chemistry

David Lloret David Lloret Brooklyn, New York Details
David Lloret's HSBC Securities Experience April 2007 - May 2009
Job Math Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education  September 2009 - Present
HSBC Securities   April 2007 - May 2009
Ameriprise Financial Services, Inc.   March 2006 - March 2007

Skills
Mathematics, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Investment Strategies, Wealth Management, Asset Allocation, Securities, Estate Planning, Financial Analysis, Fixed Annuities, Curriculum Design, Classroom Management, Differentiated...

Education
Saint John's University   2009 — 2011
MS, Education

Saint Joseph's College   2004 — 2006
Bachelor of Science, Computer Information Systems

Susan Sullivan Carpenter Susan Sullivan Carpenter Essex Fells, New Jersey Details
Susan Sullivan Carpenter's HSBC Securities Experience October 2005 - December 2010
Job Director Operational Risk Management Prudential
Industry Banking
Experience
Prudential  January 2015 - Present
Commerzbank AG  January 2011 - June 2014
HSBC Securities   October 2005 - December 2010
Eurobrokers  1997 - 2005

Skills
Banking, Risk Management, Strategic Financial..., Financial Risk, Project Delivery, Investment Banking, Fixed Income, Operations Management, Financial Services, Derivatives, Equities, Business Analysis, Finance, Management, Financial Analysis, Process Improvement

Education
St. Francis University   1983 — 1987
Bachelor of Science (BS), Business Management

st vincent ferrer high school

st vincent ferrer high school

Gretchen Bing Gretchen Bing Greater New York City Area Details
Gretchen Bing's HSBC Securities Experience July 2004 - August 2010
Job HRIS Manager at Environmental Defense Fund
Industry Human Resources
Experience
Environmental Defense Fund  April 2015 - Present
BNP Paribas  August 2012 - January 2015
Credit Suisse  August 2010 - August 2012
HSBC Securities   July 2004 - August 2010
Merrill Lynch  January 2001 - September 2003

Skills
HRIS, Performance Management, PeopleSoft, Access, Succession Planning, Deferred Compensation, Talent Management, Employee Relations, Employee Benefits, HR Transformation, Onboarding, Organizational..., Microsoft Office, Environmental Policy, Data Analysis, Project Management, Sustainability, Climate Change, Workday

Education
Rutgers University
Bachelor of Science (B.S.), Environmental Policy

Sabaha Ahmed Sabaha Ahmed Greater New York City Area Details
Sabaha Ahmed's HSBC Securities Experience August 2013 - October 2014
Job Performance Measurement and Client Reporting at HSBC Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management  July 2015 - Present
Guggenheim Partners  October 2014 - March 2015
HSBC Securities   August 2013 - October 2014
Albridge Solutions, a BNY Mellon Company   May 2012 - August 2013
Pershing LLC, a BNY Mellon Company  June 2011 - August 2011

Skills
Data Analysis, Microsoft Excel, Oracle SQL Developer, Visio, Oracle Crystal Ball, Analysis, Management, Access, Financial Analysis

Education
Stevens Institute of Technology   2008 — 2012
Business and Technology, Finance

Renee Caputi Renee Caputi Miami/Fort Lauderdale Area Details
Renee Caputi's HSBC Securities Experience March 2006 - July 2010
Job Wealth Advisor, Sr. VP, Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  January 2014 - Present
Wells Fargo Private Bank  July 2010 - January 2014
EarlyShares.com Inc   November 2011 - November 2011
HSBC Securities   March 2006 - July 2010
HSBC Bank USA  March 2006 - February 2008
H&V Financial Services, Inc.   June 1988 - March 2006
Tower Square Securities   1988 - 2006
TIAA-CREF  May 1999 - November 2000

Skills
Estate Planning, Tax, Wealth Management, Wealth, Financial Advisory, Banking, Strategic Financial..., Start-ups, Financial Planners, Series 7, High Net Worth..., Wealth Management..., Finance, Investments, Securities, Portfolio Management, Retirement Planning, Private Equity, Investment Advisory, Mutual Funds, Asset Management, Due Diligence, Equities, Alternative Investments, Investment Strategies, Financial Services, Hedge Funds, Mergers, Financial Analysis, Private Banking, Asset Allocation, Venture Capital, Financial Markets, Capital Markets, Consulting, Insurance, Retirement, Series 63, Executive Management, Trusts, Relationship Management, Investment Management, Funding, Entrepreneurship, FINRA

Education
Thomas Jefferson School of Law   2007 — 2009
LLM, International Taxation, Wealth Management & Private Banking

State University of New York at Buffalo - Law School   2001 — 2004
Juris Doctorate, Law

Queens University of Charlotte   1992 — 1994
MBA, Business

State University of New York College at Fredonia   1988 — 1991
BS, Business, Finance, Economics

Liz Roth Liz Roth Greater New York City Area Details
Liz Roth's HSBC Securities Experience 1998 - 2000
Job Technology Program and Portfolio Manager at KPMG
Industry Computer Software
Experience
KPMG  May 2015 - Present
New York Life Insurance Company  2013 - May 2015
Avaya Inc.  2006 - 2012
Eretz Business Alliance (subsidiary of IDT Corporation)   2003 - 2005
GoAmerica Communications  2000 - 2002
HSBC Securities   1998 - 2000
Bank of America Securities/ NationsBank Securities / Chicago Research and Trading   1991 - 1998
J.P. Morgan   1986 - 1991

Skills
Cloud Computing, Cross-functional Team..., Product Management, Go-to-market Strategy, Program Management, SaaS, Unified Communications, Channel Partners, Technology Evaluation, Wireless, Strategic Partnerships, Business Development, PMP, Strategic Planning, Software Licensing, Alliance Development, Licensing, Managed Services, Vendor Management, New Business Development, Team Management, Change Management, Project Management, PMO, Mobile Technology, Mobile Internet, Mobile Applications, SDLC, Business Analysis, Agile Methodologies, Cloud Computing IaaS, PaaS, Business Transformation, Strategic Technology..., Project Portfolio...

Education
Queens College
BA, Computer Science

Stevens Institute of Technology
MS, Computer Science/Pure and Applied Mathematics

Teron Haughton Teron Haughton Greater New York City Area Details
Teron Haughton's HSBC Securities Experience 2008 - 2011
Job Marketing Manager at Legg Mason / Graphic Designer at TH5 Media
Industry Financial Services
Experience
Legg Mason  October 2014 - Present
Legg Mason  2011 - Present
TH5 Media   January 2010 - Present
TD Bank Group  June 2011 - October 2011
HSBC  2008 - 2011
HSBC Securities   2008 - 2011

Skills
Series 6, Series 63, Life Insurance, Mutual Funds, Investments, Retirement, Microsoft Excel, Microsoft Office, Microsoft Exchange, Microsoft Publisher, Microsoft Word, CRM, Mac OS, Problem Solving, Analytical Skills, Competitive Analysis, Customer Service, Sports, Needs Analysis, Computer Proficiency, Expenses, Banking, Technology, Communication, Church Administration, Audio Engineering, Live Sound, Monitor Mixing, Social Media, Digital Media, Media, Media Production, sound, Sales Force Development, Follow-up Sales Activity, Leadership, Team Building, Leadership Development

Education
Southern Connecticut State University
Finance, General

University of Bridgeport
Finance, General

Yvette Scanlon Yvette Scanlon Glens Falls, New York Area Details
Yvette Scanlon's HSBC Securities Experience November 2000 - March 2012
Job President at Scanlon Financial Services
Industry Financial Services
Experience
Scanlon Financial Services, LLC   June 2013 - Present
Wells Fargo Advisors, LLC  March 2012 - June 2013
HSBC Securities   November 2000 - March 2012
HSBC Bank  November 1986 - November 2000

Skills
Financial Advisory, Wealth Management, Customer Service, Credit, Finance, Insurance, Wealth, Financial Services, Series 6, Investment Advisory, Fixed Annuities, Estate Planning, Wealth Management..., Marketing, Team Building, Investments

Education
Siena College

Mechanicville High School   1982 — 1986

Elizabeth Fischer Elizabeth Fischer Greater New York City Area Details
Elizabeth Fischer's HSBC Securities Experience September 2009 - August 2011
Job Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2014 - Present
Morgan Stanley  August 2011 - Present
HSBC Securities   September 2009 - August 2011
Center for Disability Services  January 2009 - May 2009

Skills
Investments, Investor Relations, Mutual Funds, Accounting, Hedge Funds, Private Equity, Microsoft Word, Microsoft Excel, Outlook, Cash Management, Payment Systems, Multi Tasking, Information Technology, Third Party Vendor..., AWD, Valuation, Fixed Income

Education
Siena College   2005 — 2009
Bachelor's Degree, Finance; Minor in Computer Science

Mario Romaldini Mario Romaldini Greater New York City Area Details
Mario Romaldini's HSBC Securities Experience June 2007 - May 2011
Job Program Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  June 2014 - Present
HSBC  September 2012 - December 2013
HSBC  June 2011 - September 2012
HSBC Securities   June 2007 - May 2011
HSBC Securities   2002 - 2007
Republic National Bank  1997 - 2002
American Express  1995 - 1997
Lehman Brothers  1992 - 1995

Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk

Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration

Jordan Abisror Jordan Abisror Greater New York City Area Details
Jordan Abisror's HSBC Securities Experience 2002 - 2008
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA  March 2008 - Present
HSBC Securities   2002 - 2008

Skills
FINRA, Securities, Mutual Funds, Equities, Fixed Income, Investments, Financial Analysis

Education
State University of New York College at Plattsburgh   1987 — 1991
BS, Accounting

State University of New York College at Plattsburgh   1987 — 1991
BS, Accounting

Marc Infante Marc Infante Fort Lauderdale, Florida Details
Marc Infante's HSBC Securities Experience August 2001 - December 2013
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2014 - Present
HSBC Securities   August 2001 - December 2013

Skills
Risk Management, Securities, Financial Advisory, Financial Risk, Fixed Income, Finance, Equities, Investments, Retirement

Education
Siena College   1996 — 2000
Bachelor of Science (BS), Business Management and Marketing

Tim Warner Tim Warner Vancouver, Canada Area Details
Tim Warner's HSBC Securities Experience August 1997 - January 1998
Job Financial Planning & Analysis at Goldcorp Inc
Industry Mining & Metals
Experience
Goldcorp Inc  March 2013 - Present
Bell Canada  March 2009 - February 2013
Bell Canada  June 2007 - February 2009
Bell Canada  August 2006 - June 2007
Photon Control Inc.  January 2005 - July 2006
VSM MedTech Ltd.  March 2004 - December 2004
HSBC Securities   August 1997 - January 1998
HSBC  February 1996 - August 1997
KPMG  1992 - 1995

Skills
Telecommunications, Process Improvement, Business Strategy, Team Leadership, Strategic Planning, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Business Intelligence, Business Planning, Sales Operations, Sales Funnels, Analytics, Forecasting, Leadership, Analysis, Accounting, Mergers & Acquisitions, Business Process..., Team Management, Finance, Vendor Management, Strategy, Business Analysis, Strategic Financial..., Auditing, Managerial Finance, Cross-functional Team...

Education
Simon Fraser University   2000 — 2004
BASc, Engineering Physics

The University of British Columbia   1987 — 1991
B Comm, Finance

Ismail Ibrahim PMP Ismail Ibrahim PMP Greater Chicago Area Details
Ismail Ibrahim PMP's HSBC Securities Experience November 1999 - January 2001
Job Manager, Service Delivery at CME Group
Industry Information Technology and Services
Experience
CME Group  November 2010 - Present
Artemis Technology   February 2009 - November 2010
Incentra Solutions  November 2007 - February 2009
Berbee/CDW   August 2006 - November 2007
Calence LLC/ AVNET Inc   February 2001 - August 2006
Calence LLC  February 2001 - July 2006
Avnet  2001 - 2006
HSBC Securities   November 1999 - January 2001

Skills
Cisco Technologies, Project Management, Program Management, Project Planning, VoIP, Budgets, Team Management, Executive Management, Management, Forecasting, WAN, System Architecture, Data Center, Service Operation, Solution Selling, Vendor Management, Enterprise Architecture, SaaS, Business Process..., Security, CRM, Leadership, Unified Communications, Infrastructure, Troubleshooting, IT Operations, ITIL, Training, Product Management, Managed Services, Telecommunications, Project Portfolio..., Professional Services, Contract Negotiation, Disaster Recovery, PMO, Account Management, Cloud Computing, System Deployment, IP, Process Improvement, Cross-functional Team..., Storage, Networking, Pre-sales, IT Management, Team Leadership, Business Analysis, SDLC, Sales Management

Education
Project Management Institute   2001 — 2004
PMP, Project Management

Ryerson University   1995 — 2000
BCOMM

Carmen Santiago Carmen Santiago Greater New York City Area Details
Carmen Santiago's HSBC Securities Experience 2007 - 2008
Job Trade Support/Settlements Specialist/Operations Analyst
Industry Financial Services
Experience
AVP GLOBAL INVESTMENTS OPERATIONS SPECIALIST   January 2013 - April 2014
ALLIANCE BERNSTIEN LP   May 2012 - October 2012
UBS-SWISS BANK USA   June 2011 - November 2011
Royal Bank of Scotland  October 2010 - August 2011
WYCOFF HEIGHTS MEDICAL CENTER -REGULATORY SERVICES   March 2009 - September 2009
HSBC Securities   2007 - 2008
ADP CLEARING AND OUTSOURCING SERVICES-BROADRIDGE   January 2006 - January 2007
Deutsche Bank  August 2004 - February 2006
Deutsche Bank  August 2004 - February 2006
HSBC Private Bank  June 2002 - July 2003

Skills
Euroclear, Lotus Notes, Calypso, TRACS, Loanet, Bloomberg, SWIFT payments, DTC, Summit, Bony Fed GSCX, DTCC, Outlook, Microsoft Office, Microsoft Excel, Access, Derivatives, Middle Office, Fixed Income, Prime Brokerage, Securities, FX Options, Equities, Settlement, Back Office, Securities Lending, Electronic Trading, Swaps, Investment Banking, Financial Services, Banking, Financial Markets, Credit Derivatives, Collateral Management, Equity Derivatives, Trading, AML, Corporate Actions, Account Reconciliation, Capital Markets, Investments, Money Market, Hedge Funds, Mutual Funds, Trading Systems, Asset Management, Options, Bonds, Bloomberg Terminal, Currency, Credit

Education
State University of New York Empire State College   2010 — 2014
BS FINANCE, FINANCE, MANAGMENT

BRAMSON-ORT COLLEGE   2009 — 2009
CERTIFICATE, ACCOUNTING

Michael Fiorelli, CFA Michael Fiorelli, CFA Toronto, Canada Area Details
Michael Fiorelli, CFA's HSBC Securities Experience May 2007 - August 2012
Job Executive Director at CIBC
Industry Financial Services
Experience
CIBC  May 2014 - Present
HSBC Bank Canada  August 2012 - May 2014
HSBC Securities   May 2007 - August 2012
RBC Wealth Management  January 2000 - May 2007
First Marathon   1997 - 1999

Skills
Bloomberg Terminal, Wealth Management, Investment Advisory, High Net Worth..., Managed Accounts, Separately Managed..., Investments, Insurance, Asset Management, Business Strategy, New Business Development, Contract Negotiation, Vendor Relations

Education
Queen's University   1993 — 1997
Bachelor of Commerce, Finance, law, marketing

Denise McManus, CPA Denise McManus, CPA Hoboken, New Jersey Details
Denise McManus, CPA's HSBC Securities Experience June 2013 - Present
Job Assistant Vice President Global Banking & Markets Compliance at HSBC Securities (USA) Inc.
Industry Accounting
Experience
HSBC Securities   June 2013 - Present
Deloitte & Touche  September 2009 - May 2013

Skills
US GAAP, SEC filings, External Audit, Auditing, Big 4, CPA

Education
Rutgers, The State University of New Jersey-New Brunswick   2005 — 2009
BS, Accounting

Daniel Plis Daniel Plis Louisville, Kentucky Area Details
Daniel Plis's HSBC Securities Experience May 1997 - May 2007
Job SVP Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC  November 2014 - Present
First Niagara Bank  July 2010 - August 2014
First Niagara Bank  2014 - 2014
M&T Bank  2009 - 2010
M&T Bank  2007 - 2009
HSBC Securities   May 1997 - May 2007
Fleet Bank  1986 - 1996

Skills
Project Management, Leadership, Direct Sales, Residential Mortgages, Emerging Markets

Education
SUNY Oswego   1980 — 1984
Bachelors, Business Administration

Jaime Greene Jaime Greene New York, New York Details
Jaime Greene's HSBC Securities Experience September 2011 - January 2013
Job Analyst at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets  January 2013 - Present
HSBC Securities   September 2011 - January 2013
Double Rock Corporation  November 2010 - August 2011
Double Rock Corporation  November 2008 - November 2010
Leslie Silver & Associates   June 2008 - November 2008
Norfolk Bank   September 2005 - March 2006
Sakar International, Inc   January 2004 - May 2004

Skills
Sales, PowerPoint, Management, Strategic Planning, Marketing Communications, Budgets, Lotus Notes, Public Speaking, Microsoft Office, Marketing, Microsoft Excel, Event Management, Proposal Writing, Financial Analysis, Administrative..., Web Design

Education
Rutgers University-New Brunswick   2001 — 2005
BA, Criminal Justice

Jeffrey Vose Jeffrey Vose Greater New York City Area Details
Jeffrey Vose's HSBC Securities Experience July 1998 - July 1999
Job Technical Lead at KnowledgePath Solutions Inc.
Industry Information Technology and Services
Experience
KnowledgePath Solutions Inc.  August 2011 - Present
Euro RSCG Edge  February 2011 - August 2011
Euro RSCG 4D  July 1999 - February 2011
HSBC Securities   July 1998 - July 1999
SIAC  March 1995 - April 1998
Borders  November 1988 - March 1995
Bank of New York Mellon  November 1987 - November 1988
JP Morgan Chase  January 1986 - November 1988

Skills
Agile Methodologies, XML, AJAX, jQuery, Java, Web Development, JavaScript, Web Services, Java Enterprise Edition, Software Development, CRM, Integration, Unix, Oracle, Websphere, E-commerce, Enterprise Software, Tomcat, SDLC, JSP, REST, Web Applications, Subversion, Microsoft SQL Server, WebSphere

Education
Queens College   1981 — 1986
BA, Computer Science; Mathematics

Bruce Pomerantz Bruce Pomerantz Greater New York City Area Details
Bruce Pomerantz's HSBC Securities Experience July 2004 - Present
Job SVP at HSBC Securities
Industry Information Technology and Services
Experience
HSBC Securities   July 2004 - Present
HSBC  March 2000 - July 2004
CSC  March 1999 - March 2000
Republic National Bank  June 1988 - March 1999
The Chase Manhattan Bank  March 1985 - June 1988

Skills
Business Analysis, Banking, IT Management, Risk Management, Trading Systems, Capital Markets, Electronic Trading, Vendor Management, Software Project..., IT Strategy, Equities, SDLC, Management, SaaS, Portfolio Management, Program Management, Disaster Recovery, Requirements Analysis, Data Center, Derivatives, Financial Services, Fixed Income, Project Management, Investment Banking, Strategy, Hedge Funds, Enterprise Architecture, Integration, Business Continuity, Process Improvement, Product Management, Relationship Management, Business Intelligence, Cloud Computing, PMO, Change Management, Unix, Outsourcing, Governance, Infrastructure, ITIL, IT Operations, Project Portfolio..., Virtualization

Education
Stony Brook University   1979 — 1981
BS

State University of New York College at Oswego   1977 — 1979

Linda McCrillis Linda McCrillis Greater Philadelphia Area Details
Linda McCrillis's HSBC Securities Experience 1994 - 1997
Job Development Associate at Pearl S. Buck International
Industry Nonprofit Organization Management
Experience
Pearl S. Buck International  December 2012 - October 2014
Bank Insurance & Securities Assn.   February 2004 - October 2010
Menorah Park Senior Living Campus   2002 - 2004
Rescue Mission of Syracuse   2000 - 2002
Bank Securities Journal   1997 - 2000
HSBC Securities   1994 - 1997
Richard Leahy Corporation, at Corestate Bank   1992 - 1994
Marine Midland Bank  1984 - 1991
Rudco Industries   1981 - 1984

Skills
Relationship Development, Membership Recruitment, Market Planning, Marketing, Fundraising, Volunteer Management, Marketing Strategy, Grant Writing, Event Management, Nonprofits, Recruiting, Marketing Communications, Annual Giving, Program Development, Management, Start-ups, Program Management, Event Planning, Newsletters, Leadership, Press Releases, Public Relations

Education
St. John Fisher College   1977 — 1981
BA, Journalism

Victor Jara Victor Jara Greater New York City Area Details
Victor Jara's HSBC Securities Experience July 2009 - October 2013
Job
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets  October 2013 - Present
HSBC Securities   July 2009 - October 2013
HSBC Securities (USA) Inc.   2001 - October 2013
HSBC Securities   August 2007 - December 2008
HSBC Securities   May 2003 - August 2007
HSBC  May 2002 - May 2003
Citibank  April 2001 - May 2002
Prudential Insurance  March 2000 - April 2001
The Chase Manhattan Bank  August 1994 - March 2000
Jamesway Corp.  1988 - 1992

Skills
Alternative Investments, Emerging Markets, Operational Risk, Fixed Income, Derivatives, Equities, Internal Controls, Series 99 registered..., Spanish-speaking, Foreign Exchange, Operational Risk..., Operational Control, Compliance Advisory, MBA, Front Office Support, Process Improvement, risk assessment, Process Control, Continuous Controls..., Self Assessment, Staff Management, Risk Assessment, Hedge Funds, Governance, AML, Structured Finance, Middle Office, Private Equity, Securities, Mergers & Acquisitions, Prime Brokerage, Credit Derivatives, FX Options

Education
Saint Peter's University   1995 — 1999
MBA

Saint Peter's University   1988 — 1992
BS

St.Aloysius High School   1988 — 1992
Diploma

Venetia Boucher Venetia Boucher New York, New York Details
Venetia Boucher's HSBC Securities Experience August 2005 - March 2007
Job Content Editor at Body Local
Industry Health, Wellness and Fitness
Experience
Body Local  March 2013 - Present
Green Living Planet   February 2012 - Present
Venetia Boucher Health and Wellness   2012 - Present
Venetia Boucher Health and Wellness   2011 - Present
Yoga Freedom Project   2011 - Present
Citigroup  2008 - November 2011
Deutsche Bank Securities  March 2007 - November 2007
HSBC Securities   August 2005 - March 2007

Skills
Project Management, Research, Coaching, Public Speaking, Management, Program Management, Leadership, Strategic Planning, Microsoft Excel, Customer Service, Training, Microsoft Office, Social Media, Marketing, Fundraising, Wellness, Meditation, Nonprofits, Community Outreach, Editing, Healthcare

Education
Sonic Yoga   2011 — 2013
200 hour Teacher Training Certification, Yoga Teacher Training/Yoga Therapy

Institute for Integrative Nutrition   2011 — 2012
Health Coach Training Program, Nutrition

Queen Mary, U. of London   2001 — 2005
•B.A., Hispanic and European Studies, Hispanic and European Studies, Film Studies

Francine Petro Francine Petro Greater New York City Area Details
Francine Petro's HSBC Securities Experience March 2011 - March 2012
Job Manager of Training and Facilitation at Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue  March 2012 - Present
HSBC Securities   March 2011 - March 2012
Coleman Research Group  June 2009 - January 2011
Nine West Group  October 2007 - March 2009
HIP  June 2003 - October 2007
Memberworks  November 2000 - April 2003
Anthem  April 1997 - October 2000

Skills
Curriculum Design, adult learning..., Platform Trainer, Technical Writing, Technical Training, Workshop Facilitation, Leadership Development, Adult Education, CRM, E-Learning, Employee Training, Human Resources, Interviews, Leadership, Learning Management, Management, Program Management, Software Documentation, Staff Development, Team Building, Training, Training Delivery

Education
Southern Connecticut State University   1985 — 1989
BS, Early Childhood Education Pre K- 6

James Rutuelo James Rutuelo Greater New York City Area Details
James Rutuelo's HSBC Securities Experience September 2009 - April 2014
Job Associate at Royce & Associates
Industry Financial Services
Experience
Royce & Associates  April 2014 - Present
HSBC Securities   September 2009 - April 2014
Stonehill College  February 2008 - May 2009
WSHL 91.3 FM Stonehill College Radio   August 2006 - May 2007
Law Office of Joseph M. Sussilo, Esq.   November 2004 - May 2005
JPMorgan Chase & Company  July 2004 - August 2004

Skills
Equities, Trading, Investments, Hedge Funds, Fixed Income, Securities, Bloomberg, Finance, FX Options

Education
Stonehill College   2005 — 2009
Bachelor of Science, Business Administration

Fort Hamilton High School   2001 — 2005
High School

Larry Nisenson Larry Nisenson Greater New York City Area Details
Larry Nisenson's HSBC Securities Experience May 1998 - August 2000
Job VP of Sales Prudential Channel at Plymouth Rock Assurance New Jersey
Industry Financial Services
Experience
Plymouth Rock Assurance New Jersey  April 2014 - Present
AXA Equitable  April 2012 - August 2013
American General  June 2008 - December 2011
Allstate Financial  2000 - 2008
HSBC Securities   May 1998 - August 2000
OppenheimerFunds  1996 - 1998
Prime Charter   1995 - 1996

Skills
Team Building, B2C marketing, Annuities, Annuity, Sales Management, New Business Development, Wholesaling, Mutual Funds, Retirement, Series 7, Retirement Planning, Insurance, Securities, Investments, Financial Planning, 401k, Wealth Management, IRA's, Financial Advisory, Asset Management, Investment Strategies, Series 63, Term Life Insurance, Consultative Selling, Asset Allocation, Equities, Business Planning, Strategic Planning, Strategy Development, Customer Relations, Mentoring, Public Speaking, Executive Management, Financial Markets, Selling, IRAs, Fixed Annuities, Life Insurance, Employee Benefits, Strategy, Disability Insurance, Financial Planners, Banking, Series 6, Strategic Financial..., Long-term Care, Estate Planning, Variable Annuities, Wholesale, Leadership

Education
Rutgers University-New Brunswick   1984 — 1988
BA, Political Science

Rachel Muhlberger Rachel Muhlberger Toronto, Canada Area Details
Rachel Muhlberger's HSBC Securities Experience 2007 - 2010
Job Securities Transfers Administrator at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital  2010 - Present
HSBC Securities   2007 - 2010
BMO Nesbitt Burns  2006 - 2007

Skills
Proficient with MS..., detail-oriented..., team player as well as..., excellent written and..., solid organizational,...

Education
Seneca College of Applied Arts and Technology   2008 — 2008
Mortgage Agent Licensing Course

Devry School of Technology   2001 — 2002
Computer Programming Certificate

St. Louis College   1986 — 1992
Bachelor in Elementary Education

Mark Adam Mark Adam Rochester, New York Area Details
Mark Adam's HSBC Securities Experience April 1994 - April 2007
Job President at Adam Financial Planning
Industry Financial Services
Experience
Adam Financial Planning   March 2007 - Present
Prentice Wealth Mangement, LLC   April 2009 - April 2014
HSBC Securities   April 1994 - April 2007
Banc of America Investments  January 2005 - March 2006
IDS Financial Services  August 1992 - July 1994

Education
State University of New York College at Geneseo   1985 — 1989
BA, Psychology

Steve Lyons CRPS® CRPC® Steve Lyons CRPS® CRPC® Greater New York City Area Details
Steve Lyons CRPS® CRPC®'s HSBC Securities Experience March 2013 - Present
Job VP Premier Relationship Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities   March 2013 - Present
E*TRADE Financial  March 2011 - October 2012
Merrill Lynch Wealth Management  April 2010 - March 2011
BNYMellon  March 2007 - February 2009
BNY Mellon  March 2007 - February 2009
Dreyfus Service Corp   January 2002 - March 2007
Dreyfus  June 2001 - December 2002

Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options

Education
College for Financial Planning   2012 — 2012
Chartered Retirement Plan Specialist

Stony Brook University

Suffolk County Community College
AAS

Gary W. Fong Gary W. Fong Greater New York City Area Details
Gary W. Fong's HSBC Securities Experience October 2006 - Present
Job Collateral Analyst at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Securities   October 2006 - Present
HSBC Global Banking and Markets  October 2006 - Present

Skills
Credit Risk, Credit, Fixed Income, Collateral Management, Bloomberg, Risk Management, Hedge Funds, Portfolio Management, Financial Services, Equities, Securities, Valuation, Investment Banking, Management, Capital Markets, Derivatives

Education
St. John's University   1994 — 1998
Bachelor's degree, Finance, General

Saint John's University   1991 — 1994
B.S., Finance

Lily Liu Lily Liu New York, New York Details
Lily Liu's HSBC Securities Experience May 2014 - Present
Job Analyst
Industry Investment Banking
Experience
HSBC Securities   May 2014 - Present
Pluris Valuation Advisors LLC  October 2013 - May 2014
Bank of America Merrill Lynch  March 2012 - November 2012

Skills
Microsoft Excel, Corporate Finance, Mandarin, Portfolio Management, Derivatives, Investment Banking, Equity Research, Financial Modeling, Bloomberg Terminal, Valuation, Equities

Education
Vanderbilt University   2011 — 2013
Master's degree, Economics

Renmin University of China   2007 — 2011
Bachelor's degree, Economics

John J. Idarraga John J. Idarraga Greater New York City Area Details
John J. Idarraga's HSBC Securities Experience October 2006 - October 2008
Job Executive
Industry Financial Services
Experience
CheckSpring Bank   September 2011 - August 2012
Wells Fargo Advisors  September 2010 - September 2011
HSBC Securities   October 2006 - October 2008
Citi  1999 - 2005

Skills
Investments, Equities, Wealth Management, Finance, Loans

Education
Queensborough Community College   2009 — 2012
Associate of Science (A.S.), Business and Economics

Nav Maharaj Nav Maharaj Vancouver, Canada Area Details
Nav Maharaj's HSBC Securities Experience October 2008 - September 2010
Job First Vice President CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  October 2010 - Present
KN Investments Ltd   January 1988 - Present
Construction Services (Fiji) Ltd   January 1980 - Present
HSBC Securities   October 2008 - September 2010
HSBC Securities   October 2004 - September 2008
HSBC Securities   September 1994 - October 2004
Levesque Beaubien Geoffrion   January 1993 - September 1994
KN INVESTMENTS LIMITED   August 1993 - August 1994

Skills
Portfolio Management, Investments, Financial Services, Equities, Wealth Management, Fixed Income, Securities, Alternative Investments, Banking, Mutual Funds, Retirement Planning, Investment Strategies, Capital Markets, Investment Advisory, High Net Worth..., Asset Allocation

Education
Canadian Securities Institute   2001 — 2004
Investments and Securities

Simon Fraser University   1984 — 1989
Bachelor of Arts (B.A.), Economics

Strathfield South High School - Sydney, Australia   1981 — 1984
11-12

Marist Brothers High School - Fiji Islands
8-10

Caroline Serrano Caroline Serrano Orlando, Florida Area Details
Caroline Serrano's HSBC Securities Experience 1990 - 1996
Job Realtor at AmeriTeam Realty, Inc.
Industry Real Estate
Experience
AmeriTeam Realty, Inc.   July 2005 - Present
Ivax Pharmaceuticals, Inc.   2000 - 2005
HSBC Securities   1990 - 1996
Lefrak Organization  January 1988 - January 1990

Skills
Sellers, Financial Analysis, Residential Homes, Foreclosures, Financial Reporting, REO, Account Reconciliation, Short Sales, Investment Properties, First Time Home Buyers

Education
Saint John's University - Peter J. Tobin College of Business   1986 — 1992
Bachelor's in Accounting, Accounting and Finance

Johnny Acosta, CPA Johnny Acosta, CPA Dallas/Fort Worth Area Details
Johnny Acosta, CPA's HSBC Securities Experience November 2010 - April 2013
Job at
Industry Financial Services
Experience
TPG Capital  July 2015 - Present
TPG Capital  March 2014 - Present
TPG Capital  April 2013 - February 2014
HSBC Securities   November 2010 - April 2013
KPMG US  September 2007 - November 2010

Skills
Auditing, US GAAP, Financial Analysis, SEC filings, CPA, Valuation, Equities, Capital Markets, Consolidation, Private Equity

Education
Queens College   2003 — 2007
Bachelor of Arts (B.A.), Accounting

Haney Dimian CFP® Haney Dimian CFP® New York, New York Details
Haney Dimian CFP®'s HSBC Securities Experience August 2012 - September 2013
Job Vice President, Private Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  September 2013 - Present
HSBC Securities   August 2012 - September 2013
HSBC Securities   February 2007 - August 2012
Citi  2006 - 2007

Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investments, Investment Strategies, Retirement Planning, High Net Worth..., Asset Managment, Wealth Management..., Securities, Portfolio Management, Asset Allocation, Financial Services

Education
Queens College   2004 — 2006
BA, Mathematics

Jane Jian Jane Jian New York, New York Details
Jane Jian's HSBC Securities Experience December 2010 - Present
Job Production Support Consultant Specialist at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   December 2010 - Present
HSBC  January 2008 - November 2010

Skills
Java 1.6, C++, Shell/Perl scripting, Unix, Linux, Sybase 12.5.3, Oracle 10g, KDB, J2EE Web Services, J2SE, Websphere 6.1

Education
South China Agricultural University   2004 — 2008
Bachelor's degree, Computer Science

Kevin McGlynn Kevin McGlynn Greater New York City Area Details
Kevin McGlynn's HSBC Securities Experience March 1999 - January 2007
Job Manager Application Planning at Broadridge Financial Solutions
Industry Accounting
Experience
Broadridge Financial Solutions  April 2014 - Present
Broadridge Financial Solutions  February 2011 - March 2014
Broadridge Financial Solutions  February 2011 - December 2011
Sharp Decisions  December 2010 - February 2011
RBC Capital Markets Corp   January 2007 - August 2010
HSBC Bank USA Inc   January 2002 - January 2007
HSBC Securities   March 1999 - January 2007
Daiwa Securities  October 1986 - March 1999

Skills
Series 6, Series 63, Insurance, Fixed Income, Capital Markets, Financial Analysis, Bonds, Investments, MBS, CDS, Financial Risk, Derivatives, Finance, Process Improvement, ABS, Securities, Accounting, Equities, Auditing, Account Reconciliation, Prime Brokerage, Bloomberg, Analysis, Investment Banking, Treasury, Product Control, Portfolio Management, Financial Services, Middle Office, Equity Derivatives, Banking, FX Options, Back Office, Hedge Funds, Interest Rate..., Credit Derivatives, Settlement, Trading Systems, Corporate Actions, Financial Markets, Options, Trading, Interest Rate Swaps, Operational Risk, Electronic Trading, Collateral Management, Securities Lending, Series 7, Asset Management

Education
State University of New York, College at New Paltz   1983 — 1986
Bachelor of Science Degree, Accounting

State University of New York at New Paltz   1981 — 1985
BA, Accounting, History

Carl Pampolina Carl Pampolina Greater New York City Area Details
Carl Pampolina's HSBC Securities Experience August 2004 - December 2005
Job Investment Advisor Consultant
Industry Investment Management
Experience
Jefferies LLC  December 2013 - Present
ACA Compliance Group  August 2012 - June 2013
Basel Asset Management  December 2005 - February 2012
HSBC Securities   August 2004 - December 2005
Deutsche Bank AG  March 2000 - August 2004

Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Due Diligence, Financial Services, Finance, Valuation, Trading, Investments, Securities, Equities, Portfolio Management, Risk Management, Fixed Income

Education
State University of New York College at Oneonta   1990 — 1992

Marianne Godwin, CFA Marianne Godwin, CFA Toronto, Canada Area Details
Marianne Godwin, CFA's HSBC Securities Experience 1994 - 1996
Job Chief Executive Officer at MM Cafe Franchise Inc.
Industry Online Media
Experience
MM Cafe Franchise Inc.   October 2011 - Present
D&D Securities Inc.   June 2008 - October 2011
Toronto CFA Society  1992 - 2010
KEMG Inc. Publishing   January 2006 - October 2009
Octagon Capital   March 2007 - May 2008
Income Trust IR   2002 - March 2007
Hollinger Inc.   1996 - 2000
HSBC Securities   1994 - 1996
Levesque Beaubien   1991 - 1993
Axxent Inc.   1991 - 1992

Skills
Investments, Investment Banking, Capital Markets, Investor Relations, Start-ups, Mergers, Corporate Development, Marketing Strategy, Financial Modeling, Mergers & Acquisitions, Public Relations, Corporate Finance, Finance, Strategic Planning, Executive Management, Portfolio Management, Venture Capital, Entrepreneurship, Strategy, Equities, Private Equity, Due Diligence, Valuation, Securities, Marketing, Financial Analysis, Business Strategy, Mutual Funds, IPO, Asset Management

Education
The Institute of Chartered Financial Analysts   1985 — 1990
CFA, Finance

Ryerson University   1975 — 1976

University of Toronto - Rotman School of Management

University of Toronto - Rotman School of Management

Frederick Steward Frederick Steward Greater New York City Area Details
Frederick Steward's HSBC Securities Experience OfficerHSBC2003 - Present
Job Officer at HSBC Securities USA INC
Industry Financial Services
Experience
HSBC Securities   OfficerHSBC2003 - Present

Education
Saint Peter's University   1995 — 1997

Miguel Tavarez, CFA Miguel Tavarez, CFA Greater Chicago Area Details
Miguel Tavarez, CFA's HSBC Securities Experience September 2012 - June 2013
Job Financial Analyst/Assistant Vice President at HSBC Finance Corporation
Industry Banking
Experience
HSBC  August 2013 - Present
Direct Edge  July 2013 - August 2013
HSBC Securities   September 2012 - June 2013
Fidelity National Information Services  April 2012 - June 2012
Prudential  August 2010 - May 2011
Prudential  July 2009 - August 2010
Treasurers' Department   July 2008 - July 2009
Life Finance   July 2007 - July 2008
Roche  June 2006 - August 2006
Roche  June 2005 - August 2005

Skills
Financial Modeling, Financial Reporting, Microsoft Office, Financial Analysis, Corporate Finance, Oracle Financials, Oracle Applications, Hyperion, Hyperion Enterprise, Essbase, Clarity, SAP BW, Oracle Application..., Financial Markets, Financial Accounting, Research, Banking Operations, Economics, International Project..., Project Coordination, Valuation, Firm Valuation, Equity Valuation, Planning, Business Analysis, Competitive Analysis, Cost Analysis, Budget, Oracle Discoverer, Financial Statement..., Consolidation, Consolidated Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, PeopleSoft, Team Leadership, Presentations, Portfolio Management, Due Diligence, Treasury Management, Banking, Finance, Real Estate Due..., Divestitures, asset sales

Education
Rutgers University-New Brunswick   2003 — 2007
BS, Finance, Economics

Rutgers, The State University of New Jersey-New Brunswick   2003 — 2007
BS, Finance and Economics

Passaic High School

Krystle Sanchez Krystle Sanchez Greater New York City Area Details
Krystle Sanchez's HSBC Securities Experience August 2005 - October 2006
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  December 2014 - Present
Deutsche Bank  September 2009 - November 2014
Smith Barney  October 2006 - January 2010
HSBC Securities   August 2005 - October 2006

Skills
Series 7, Series 66, Uniform Combined State..., Wealth Management..., Equities, Bloomberg, Fixed Income, Hedge Funds, Series 63, Investments, Trading, Derivatives, Securities, Asset Management, Investment Banking, Wealth Management, Portfolio Management

Education
City University of New York-Queens College   2003 — 2006
BBA, Corporate Finance

Kevin J. Sesely Kevin J. Sesely Greater New York City Area Details
Kevin J. Sesely's HSBC Securities Experience September 2013 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   September 2013 - Present

Skills
Derivatives, Fixed Income, Equities, Settlements, Corporate Actions, Commodities, FX, Middle Office, Series 7, Wealth Management, Emerging Markets, FX Options, Settlement, Commodity, Financial Risk, Banking, Trading, Finance, Bonds, Credit Risk, Investments, Swaps, Cash Management, Hedge Funds, Investment Banking, Bloomberg, Securities, Capital Markets, Financial Markets

Education
Saint John's University
Master of Business Administration (M.B.A.), Finance

St. Peter's College
Bachelor of Science, Economics

St. Peter's Boys High School

Jenny Pérez Jenny Pérez Greater New York City Area Details
Jenny Pérez's HSBC Securities Experience November 2005 - September 2007
Job Regional Online Director, Latin America, Estee Lauder Companies Online
Industry Marketing and Advertising
Experience
The Estée Lauder Companies Inc.   September 2014 - Present
Daily Burn an IAC Company  January 2014 - August 2014
Freshpair  September 2011 - January 2014
The Estée Lauder Companies Inc.   January 2010 - August 2011
The Estée Lauder Companies Inc.   January 2008 - January 2010
HSBC Securities   November 2005 - September 2007
Fidelity Investments  June 2005 - September 2005
Colgate Palmolive  June 2001 - August 2004

Skills
Digital Marketing, Online Advertising, Social Media Marketing, Email Marketing, Social Media, E-commerce, Analytics, Marketing, SEO, PPC, SEM, Customer Acquisition, Affiliate Management, Marketing Strategy, Digital Strategy, Market Research, Social Networking, Account Management, Strategy

Education
Swarthmore College   2001 — 2005
BA, Economics

Mark Kandl Mark Kandl Greater New York City Area Details
Mark Kandl's HSBC Securities Experience September 2007 - April 2010
Job Risk and Data Strategy
Industry Information Technology and Services
Experience
J.P. Morgan   March 2015 - Present
International Computer Consulting, Inc.   September 1991 - Present
TD Securities  April 2014 - March 2015
RBC Capital Markets  November 2011 - April 2014
Credit Suisse  April 2010 - November 2011
HSBC  September 2007 - April 2010
HSBC Securities   September 2007 - April 2010
Credit Suisse  August 2005 - August 2007
Premcor Refining group  March 2005 - July 2005
Pfizer  June 2003 - February 2005

Skills
Fixed Income, Equities, Business Analysis, SDLC, Requirements Gathering, Risk Management, PMO, Business Process..., Software Project..., Visio, Project Portfolio..., Financial Services, Business Process..., Change Management, Process Improvement, Requirements Analysis, Program Management, German, Greek, Liquidity Risk, Compliance, Trade Surveillance, Commercial Lending, Management Consulting, Derivatives, Regulatory

Education
Stanford University   1986 — 1991
Bachelor of Arts and Science

Jin Lok Jin Lok Greater New York City Area Details
Jin Lok's HSBC Securities Experience June 2008 - April 2011
Job IHC Program Manager at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  August 2015 - Present
JP Morgan Chase  March 2011 - August 2015
HSBC Securities   June 2008 - April 2011
Lehman Brothers  May 2007 - March 2008
Citigroup, Inc.   October 2006 - May 2007
Citigroup, Inc.   June 2000 - October 2006

Skills
Fixed Income, Business Analysis, Management, Derivatives, Project Management, Strategy, Leadership, Operations Management, Training, Enterprise Software, Banking, Software Development, Risk Management, Vendor Management, Financial Services, Portfolio Management

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 2000
BS, Business Management

Nadine Shifman Nadine Shifman Greater New York City Area Details
Nadine Shifman's HSBC Securities Experience August 2013 - March 2014
Job Senior Technical SME at Epsilon Consulting Services
Industry Computer Software
Experience
Epsilon Consulting Services   October 2014 - Present
Marquis Business and Technology Solutions, LLC   April 2014 - May 2014
HSBC Securities   August 2013 - March 2014
World Bank  May 2011 - June 2013
Misys Banking Systems  November 2000 - December 2010
Focus One Media Group   January 2000 - November 2000
Goldman Sachs  March 1999 - January 2000
Bowne Digital Services   December 1997 - March 1999
Dun & Bradstreet  March 1994 - December 1997

Skills
Object Oriented Design, Sybase, Java, C#, Software Development, Integration, Unix, Databases, Microsoft SQL Server, Solaris, Oracle, Design Patterns, Software Engineering, Data Modeling, SDLC, XML, Software Design, SQL, Database Design, Visual Studio, C++, Project Management, Eclipse

Education
Stevens Institute of Technology   1991 — 1994
MS, Computer Science

Jonmin Tsang Jonmin Tsang Greater New York City Area Details
Jonmin Tsang's HSBC Securities Experience September 2010 - Present
Job Senior Vice President at HSBC Securities Inc.
Industry Financial Services
Experience
HSBC Securities   September 2010 - Present
HSBC Securities (USA) Inc., Private Client Services   2010 - Present

Skills
Hedge Funds, FINRA, Series 7, Fixed Income, Asset Management, Risk Management, Prime Brokerage, Equities, Securities, Mutual Funds, Alternative Investments, Capital Markets, Financial Services, Investment Banking, Derivatives, Settlement, Banking

Education
Rutgers University-New Brunswick   1984 — 1988

Jesal Patel Jesal Patel Greater New York City Area Details
Jesal Patel's HSBC Securities Experience 2006 - 2009
Job Functional Analyst at Razorfish
Industry Online Media
Experience
Razorfish  May 2011 - Present
HSBC  July 2009 - August 2011
HSBC Securities   2006 - 2009
CheckFree  2003 - 2006
Net2Phone  2000 - 2001

Skills
Business Analysis, Requirements Analysis, Quality Assurance, SDLC, Requirements Gathering, Portfolio Management, Business Requirements, Visio, Business Intelligence, Software Project..., SQL, Agile Methodologies, Risk Management, Project Management

Education
Rutgers Business School   2010 — 2014
MBA - Marketing/Analytics

Rutgers, The State University of New Jersey-Newark   1996 — 2000
Bachelors, Computer Information System

Alex Frenklakh Alex Frenklakh Greater New York City Area Details
Alex Frenklakh's HSBC Securities Experience November 2004 - August 2008
Job Technical Director (FX) at Blue Sky Studios
Industry Computer Software
Experience
Blue Sky Studios  March 2010 - Present
Blue Sky Studios  September 2008 - February 2010
HSBC Securities   November 2004 - August 2008
GlobeOp Finanacial Services   2002 - 2004

Education
School of Visual Arts   2007 — 2008
MFA, Computer Animation

Stevens Institute of Technology   1996 — 2001

Paul McKinlay, CFA, CAIA Paul McKinlay, CFA, CAIA San Francisco Bay Area Details
Paul McKinlay, CFA, CAIA's HSBC Securities Experience April 2007 - September 2007
Job Vice President at Wellington Financial LP
Industry Venture Capital & Private Equity
Experience
Wellington Financial LP   August 2015 - Present
Wellington Financial LP   December 2014 - Present
Wellington Financial LP   July 2013 - December 2014
Fidelity Investments  September 2009 - July 2013
Fidelity Investments  September 2009 - September 2010
HSBC Bank Canada  April 2008 - September 2008
HSBC Securities   April 2007 - September 2007

Skills
Investments, Asset Allocation, Venture Capital, Derivatives, Business Development, Securities, Competitive Analysis, Wealth Management, Mutual Funds, Sales, Asset Management, Financial Services, Options, Investment Advisory, Portfolio Management

Education
Chartered Financial Analyst Institute
CFA, CFA Charterholder

Chartered Alternative Investment Analyst Association   2010 — 2011
CAIA Charterholder, Alternative Investments

Canadian Securities Institute   2008 — 2010
CSC, CPH, DFC, OLC, Securities and Derivatives

Ryerson University   2005 — 2009
BComm, Finance, Management

Fajardo, Almira Fajardo, Almira Greater New York City Area Details
Fajardo, Almira's HSBC Securities Experience June 2010 - March 2013
Job Rates Sales at HSBC Securities Inc
Industry Financial Services
Experience
HSBC Securities Inc  September 2014 - Present
HSBC Securities   June 2010 - March 2013
HSBC Securities Inc  March 2008 - June 2010
HSBC Securities Inc.  June 2007 - March 2008
HSBC Securities Inc.  June 2006 - June 2007
Merrill Lynch  June 2005 - June 2006
Merrill Lynch  October 2004 - June 2005
Nasdaq/OTC   January 2001 - October 2004

Skills
Bonds, Bloomberg Terminal, Credit, Capital Markets, Derivatives, FX Options, Financial Markets, Equities, Fixed Income, Middle Office, Management, Trading, Valuation, Settlement, Financial Risk, Account Reconciliation, Accounting, Emerging Markets, Bloomberg, Swaps, Securities

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 2000
Bachelor of Science (BS), Psychology

Rutgers University
B.A, Psychology

Skills
Bachelor of Arts

Mimi Chen Mimi Chen Greater New York City Area Details
Mimi Chen's HSBC Securities Experience October 2003 - July 2004
Job at MetLife
Industry Human Resources
Experience
MetLife  April 2009 - Present
Merrill Lynch  July 2004 - April 2009
HSBC Securities   October 2003 - July 2004
TNS Media Intelligence  April 2001 - July 2002

Education
Queens College   1998 — 2001
BA, Psychology, with emphasis in Institutional and Occupational Behavior

Yvonne Kalinic Yvonne Kalinic Greater New York City Area Details
Yvonne Kalinic's HSBC Securities Experience November 2010 - September 2012
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2014 - Present
Bank of America Merrill Lynch  September 2012 - July 2014
HSBC Securities   November 2010 - September 2012
Citi  March 2008 - November 2010
Merrill Lynch  July 2001 - March 2008
Lehman Brothers  July 1998 - July 2001
Republic National Bank  January 1994 - July 1998

Skills
Market & Counterparty..., Basel II, Basel III, Emerging Markets, Due Diligence, Fixed Income, Foreign Exchange, Enterprise Risk, Operational Risk, Risk Capital, Derivatives, Capital Markets, Risk Management, Market Risk, Equities, Credit Risk, Strategic Financial..., Analysis, Portfolio Management, Hedge Funds, Trading, Investment Banking, Credit Derivatives, Financial Markets, Enterprise Risk...

Education
Saint John's University - Peter J. Tobin College of Business   1989 — 1993
Bachelor of Science (BS), Economics & Finance

Conor Nugent Conor Nugent Greater New York City Area Details
Conor Nugent's HSBC Securities Experience June 2010 - February 2012
Job Head of Americas Liability Management at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc  September 2014 - Present
HSBC  February 2012 - Present
HSBC Securities   June 2010 - February 2012
HSBC Securities   September 2009 - June 2010
HSBC Securities   August 2008 - September 2009
Ivy Asset Management  October 2007 - July 2008

Skills
Financial Analysis, Financial Modeling, Valuation, Financial Advisory, Client Development

Education
St. John's University, The Peter J. Tobin College of Business   2008 — 2010
M.S., Public Accounting

St. John's University, The Peter J. Tobin College of Business   2004 — 2008
B.S., Accounting

Susan Agonis Susan Agonis Greater New York City Area Details
Susan Agonis's HSBC Securities Experience 2005 - Present
Job SVP, Head of Global Markets Compliance at HSBC Securities (USA) Inc.
Industry Investment Banking
Experience
HSBC Securities (USA) Inc.   January 2008 - Present
HSBC Securities   2005 - Present
HSBC Securities (USA) Inc.   2005 - Present
HSBC Securities (USA) Inc.   February 2005 - January 2008
UBS  1997 - 2005
Solomon Brothers  1986 - 1987

Skills
Fixed Income, Equities, Options, Commodity, Securities, Structured Products, Derivatives, Series 7, Capital Markets, Investment Banking, Financial Services, Foreign Exchange, Trading Systems, Middle Office, Hedge Funds

Education
Skidmore College   1980 — 1984
BS, Business Management

Jeremy Bartlett Jeremy Bartlett Greater New York City Area Details
Jeremy Bartlett's HSBC Securities Experience May 2004 - March 2009
Job Software and Microcontroller Engineer at nBit Consulting LLC
Industry Computer Software
Experience
nBit Consulting LLC   2009 - Present
Hedgeserv  March 2009 - August 2009
HSBC Securities   May 2004 - March 2009
Pennie & Edmonds, LLP   January 2002 - January 2004
Bartlett & Bartlett, LLP   January 1998 - December 2001

Skills
Agile Methodologies, C#, Hibernate, XML, Visual Basic, Python, C++, Web Development

Education
Purchase College, SUNY   1989 — 1993

Shora Haydari Shora Haydari Greater New York City Area Details
Shora Haydari's HSBC Securities Experience June 2011 - Present
Job Head of Research Marketing, Americas at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   June 2011 - Present
BMO Capital Markets  January 2007 - September 2010
Morgan Stanley  1996 - 2006

Skills
Equity Research, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Corporate Development, Derivatives, Corporate Finance, Asset Management, Due Diligence, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers, Options, Private Equity, Securities, Valuation

Education
Queens College

Karla Hall Karla Hall Greater New York City Area Details
Karla Hall's HSBC Securities Experience July 2010 - May 2012
Job Enterprise Risk Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  May 2013 - Present
Barclays Capital  May 2012 - May 2013
HSBC Securities   July 2010 - May 2012
GFI Group  April 2008 - July 2010
Morgan Stanley  April 2006 - April 2008
Merrill Lynch  1998 - 2006

Skills
Financial Risk, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Operational Risk, Process Improvement, Auditing, Banking, Risk Assessment, Financial Reporting, Leadership, Management

Education
Saint John's University - Peter J. Tobin College of Business   2004 — 2004
MBA, International Business

Dennis Angeles Dennis Angeles Greater New York City Area Details
Dennis Angeles's HSBC Securities Experience January 1998 - May 2003
Job Gleacher & Co.
Industry Investment Banking
Experience
KeyBanc Capital Markets  December 2012 - Present
Gleacher Partners  April 2009 - November 2012
Fieldstone Capital Group   January 2008 - March 2009
Royal Bank of Canada  August 2005 - January 2007
Miller Tabak Roberts Securities, LLC  June 2003 - July 2005
HSBC Securities   January 1998 - May 2003

Skills
Fixed Income, Equity Research, Investment Advisory, Financial Analysis, Trading, Investments, High Yield, Structured Products, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Valuation, Series 7, Derivatives, Securities, Financial Modeling, Bonds, Corporate Finance, Due Diligence, Financial Markets, Alternative Investments

Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics

St Joseph Metuchen

Jim Gorsd Jim Gorsd Greater New York City Area Details
Jim Gorsd's HSBC Securities Experience 2002 - 2006
Job at Nomura Securities
Industry Investment Management
Experience
Murex Capital LLC   2012 - February 2014
Nomura Securities  March 2009 - January 2012
Sailfish Capital Partners  June 2006 - January 2008
HSBC Securities   2002 - 2006
J.P. Morgan   1996 - 2001

Skills
Equities, Fixed Income, Risk Management, Investments, Trading, Credit, Financial Risk, Emerging Markets, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Options, Finance

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Rutgers University
Bachelor of Science, Economics

Andrew Marcucci Andrew Marcucci Greater New York City Area Details
Andrew Marcucci's HSBC Securities Experience October 2010 - April 2014
Job Associate at JPMorgan Chase& Co.
Industry Financial Services
Experience
HSBC Securities   October 2010 - April 2014
Merrill Lynch  August 1996 - December 2008

Skills
Equities, Trading Systems, OTC Derivatives

Education
Rutgers University-New Brunswick   1988 — 1992

Brian Wolters Brian Wolters Greater New York City Area Details
Brian Wolters's HSBC Securities Experience July 2004 - April 2007
Job Senior Account Operations Specialist
Industry Investment Management
Experience
Mellon Capital Management  January 2010 - July 2015
Lehman Brothers  April 2007 - June 2008
HSBC Securities   July 2004 - April 2007

Education
Seton Hall University   1998 — 2003
BS, Finance

Roselle Catholic HS

Edgar Martinez Edgar Martinez Greater New York City Area Details
Edgar Martinez's HSBC Securities Experience 2002 - April 2010
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital  March 2010 - Present
Lord Abbett  2013 - 2015
HSBC Securities   2002 - April 2010
Solomon Brothers  May 1995 - January 2002
DLJ  May 1988 - May 1995

Skills
Fixed Income, Electronic Trading, Trading Systems, Derivatives, Banking, Trading, Rates

Education
Stevens Institute of Technology   1986 — 1988
Masters of Electrical Engineering

Zina Zinych Zina Zinych Greater New York City Area Details
Zina Zinych's HSBC Securities Experience November 2005 - November 2009
Job Asset Risk Management, Investor Repurchase Demands and Mortgage Insurance Rescission & Cancellation Due Diligence
Industry Capital Markets
Experience
HSBC Bank, USA N.A.   November 2009 - Present
HSBC Securities   November 2005 - November 2009
Clayton Holdings  February 2002 - November 2005
IMC Mortgage Company  1997 - 2001

Education
Rider University
B.S., Finance

Ed Grant Ed Grant Greater New York City Area Details
Ed Grant's HSBC Securities Experience 2004 - 2008
Job FVP at IDB Bank
Industry Banking
Experience
IDB Bank  March 2008 - Present
HSBC Securities (USA), Inc.   2004 - 2008
HSBC Securities   2004 - 2008
ING Investment Banking  2000 - 2004
UBS  1984 - 1999
Swiss Bank Corporation  1984 - 1995

Skills
CPA, Series 7, 24, 27...

Education
Stockton University

Greg MacDonald, CFA Greg MacDonald, CFA Toronto, Canada Area Details
Greg MacDonald, CFA's HSBC Securities Experience 1995 - 1996
Job Managing Director at Macquarie Capital Canada
Industry Financial Services
Experience
Macquarie Capital Canada   March 2012 - Present
Macquarie Capital Canada   April 2011 - Present
National Bank Financial  April 2002 - November 2010
Morgan Stanley  1998 - 2001
Gordon Capital  1996 - 1998
HSBC Securities   1995 - 1996
Associate Analyst   1993 - 1995
Associate, Investment Management   1989 - 1991

Skills
Financial Markets, Derivatives, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Equities, Valuation, Capital Markets, Investments, Portfolio Management, Fixed Income, Financial Modeling, Team Management, Securities, Finance

Education
Queen's University   1991 — 1993
Master of Business Administration (MBA), Finance, General

University of Guelph   1985 — 1989
Bachelor of Arts (B.A.), Economics

Keewatin

Jeffrey Roth Jeffrey Roth Greater New York City Area Details
Jeffrey Roth's HSBC Securities Experience November 2009 - March 2015
Job ICBC Bank/Director Financial Institutions
Industry Financial Services
Experience
Industrial and Commercial Bank of China  April 2015 - Present
HSBC Securities   November 2009 - March 2015
HSBC Bank USA  2008 - 2009
HSBC Securities   1997 - 2008
Banca di Roma  1996 - 1997
Erste Bank  May 1989 - May 1996

Skills
Corporate Finance, Capital Markets, Portfolio Management, Derivatives, Credit, Equities, Banking, Asset Managment, Financial Risk, Financial Services, Loans, Commercial Banking, Finance, Mergers & Acquisitions, Relationship Management, Analysis, Financial Structuring, Fixed Income, CRM, Business Development, Investment Banking, Credit Analysis, Hedge Funds, Asset Management, Precious Metals

Education
State University of New York at Buffalo - School of Management   1982 — 1986
Bachelor of Science (BS), Finance, General

Paul Moynihan Paul Moynihan Greater New York City Area Details
Paul Moynihan's HSBC Securities Experience June 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch  August 2008 - Present
HSBC Securities   June 2006 - Present
Morgan Stanley Investment Management  April 2005 - February 2006
Morgan Stanley  2005 - 2006
Pali Capital  February 2004 - February 2005

Skills
Commodity, Portfolio Management, Trading

Education
State University of New York College at Oneonta   1990 — 1996

Robert Hand Robert Hand Greater New York City Area Details
Robert Hand's HSBC Securities Experience June 2004 - March 2005
Job Producer at Aon Risk Solutions
Industry Health, Wellness and Fitness
Experience
Aon Risk Solutions  July 2013 - Present
Gallagher Benefit Services  October 2011 - March 2013
Aon Consulting  August 2007 - November 2010
Pentegra Retirement Services  March 2005 - August 2007
HSBC Securities   June 2004 - March 2005
TIAA-CREF  October 1990 - April 2004
Blue Cross Blue Shield  1989 - 1990
Fox  1987 - 1989

Education
Saint John's University - Peter J. Tobin College of Business   1993 — 1997
M.B.A., Finance

Saint John's University   1983 — 1987
BS, Communications

Art Frank Art Frank Greater New York City Area Details
Art Frank's HSBC Securities Experience June 1993 - March 1998
Job Managing Directo at GS Gamma Advisors, LLC, an MBS hedge fund owned by Guggenheim Partners
Industry Financial Services
Experience
GS Gamma Advisors, LLC, a subsidiary of Guggenheim Partners   April 2010 - Present
Deutsche Bank Securities  May 2007 - January 2010
Barclays Capital  October 2006 - April 2007
Nomura  April 1998 - September 2006
Nomura Securities International, Inc  1998 - 2006
HSBC Securities   June 1993 - March 1998
HSBC  1993 - 1998
HSBC Securities   1993 - 1998
Lehman Brothers  December 1991 - January 1993

Skills
MBS, Fixed Income, ABS, Derivatives, Financial Modeling, Residential Mortgages, Investments, Hedge Funds, Structured Finance, Securitization, Bloomberg, Capital Markets, Trading, Structured Products, Swaps, Bonds, Risk Management, Mortgage Lending

Education
Purdue University   1974 — 1978
Master of Science (M.S.), Statistics

Jungwon Yoon Jungwon Yoon Greater New York City Area Details
Jungwon Yoon's HSBC Securities Experience April 2004 - March 2012
Job Director at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies  March 2012 - Present
HSBC Securities   April 2004 - March 2012

Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Derivatives, Fixed Income, Valuation, Equities

Education
Rutgers University-New Brunswick

Brian Brody Brian Brody Greater New York City Area Details
Brian Brody's HSBC Securities Experience February 2012 - Present
Job Head of Americas, OTC Derivatives, Collateral & Futures Operations at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   February 2012 - Present
Brody Consulting Corp   March 2011 - March 2012
Nasdaq  May 2002 - January 2011
NASDAQ  December 2005 - January 2008
INET ATS   November 2003 - December 2005
Island ECN  May 2002 - November 2003
TD Waterhouse Investor Services  1997 - 2002
United States Navy  1990 - 1994

Skills
Dodd Frank SEF CCP, Operations Management, Risk Management, Operations, Series 7, Equities, Derivatives, Options, Trading, OTC Swaps, Clearing, Regulatory Affairs, Change Management, Exchanges, Heas of Operations, Interest Rate Swaps, Swaptions, FX Swaps, Strategic Planning, Futures, listed derivaties, Senior Stakeholder..., Stock Exchange, options exchanges, Executive Management, Marketing Operations, Capital Market..., Capital Markets, Banking, Business Strategy, Trading Systems, Financial Risk, Swaps, Mutual Funds, Financial Markets, Financial Services, Fixed Income, Management, Microsoft Exchange, Staff Development

Education
St. Francis College
Finance

Xaverian High School

Christopher Cathone Christopher Cathone Greater New York City Area Details
Christopher Cathone's HSBC Securities Experience June 2013 - Present
Job Senior Vice President ICG Compliance at Citi
Industry Financial Services
Experience
HSBC Securities   June 2013 - Present
HSBC Securities   April 2010 - June 2013
UBS Investment Bank  April 2007 - April 2010

Education
Saint Bonaventure University   1995 — 1999

Eli Calderon Eli Calderon Greater New York City Area Details
Eli Calderon's HSBC Securities Experience November 2010 - Present
Job AVP Client OnBoarding Client Liaison
Industry Financial Services
Experience
HSBC Securities   November 2010 - Present
Swiss American Securities Inc. - A Credit Suisse Group Company   September 2006 - August 2008
Morgan Stanley  July 2005 - September 2006
Deutsche Bank  February 2001 - June 2004
JP Morgan Chase  October 1998 - February 2001
Morgan Stanley  February 1993 - October 1998

Skills
Equities, Prime Brokerage, Financial Services, Settlement, Global Custody, Fixed Income, Securities

Education
Queens College
BA, English

Mike DiMaulo Mike DiMaulo Greater New York City Area Details
Mike DiMaulo's HSBC Securities Experience April 2006 - September 2007
Job UBS
Industry Financial Services
Experience
UBS  October 2013 - Present
JP Morgan  August 2007 - October 2013
HSBC Securities   April 2006 - September 2007
Barclays Capital  2004 - 2006

Skills
Options, Electronic Trading, Derivatives, Investment Banking, Trading Systems, Asset Managment, Foreign Exchange, Middle Office, Equity Trading, Asset Management, Back Office, Banking, Financial Markets, Bonds, Market Data, Financial Services, Prime Brokerage

Education
Siena College   1996 — 2000
Bachelor's, Sociology

Jennifer L. Yund (Cohen) Jennifer L. Yund (Cohen) Delray Beach, Florida Details
Jennifer L. Yund (Cohen)'s HSBC Securities Experience October 1998 - January 2008
Job Spa Owner
Industry Health, Wellness and Fitness
Experience
Tropical Serenity   May 2014 - Present
Tropical Serenity Massage Therapy   2008 - Present
PNC  September 2013 - May 2014
BankUnited  April 2008 - May 2012
Linsco Private Ledger/BankUnited Investment Services   January 2008 - May 2012
HSBC Securities   October 1998 - January 2008
HSBC Securities   1998 - 2007

Skills
Financial Services, Strategic Financial..., Finance, Banking, Retirement Planning, Portfolio Management, Series 7, Wealth Management, Mutual Funds, Investments, Relationship Management, Financial Advisory, Securities, Investment Advisory, Fixed Annuities, Series 63, Cross Selling, Fixed Income, Retirement, High Net Worth..., Financial Planners, Life Insurance, Series 6, Long-term Care, Wealth, Investment Strategies, Term Life Insurance, Wealth Management..., Insurance, Asset Allocation, Equities, Asset Management, Spa, Therapeutic Massage, Sales

Education
State University of New York Empire State College   2012 — 2013
Mathematics, Mathematics

Siena College   2002 — 2002
B.S., Business Education

State University of New York College at Oneonta   1990 — 1993
BS, Business Economics

SUNY Empire State College
Education

Poughkeepsie

Mike Vikman Mike Vikman Greater New York City Area Details
Mike Vikman's HSBC Securities Experience October 2012 - March 2013
Job Capital Markets Advisory
Industry Financial Services
Experience
Ernst & Young  February 2013 - Present
HSBC Securities   October 2012 - March 2013
J.P. Morgan Securities Inc.   February 2010 - July 2012
J.P. Morgan Chase Bank NA   April 2007 - February 2008
J.P. Morgan Futures Inc   May 2005 - April 2007

Skills
Derivatives, Prime Brokerage, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Options, FX Options, Securities, Swaps, Commodity, Trading Systems

Education
St. John's University, The Peter J. Tobin College of Business   1999 — 2003
MBA, Finance

Janet Biller Janet Biller Greater New York City Area Details
Janet Biller's HSBC Securities Experience 2003 - 2004
Job Member Relations
Industry Executive Office
Experience
G100 Network  February 2015 - Present
Commerzbank AG  December 2013 - November 2014
Thomson Reuters  September 2012 - December 2013
Deutsche Bank  2005 - 2010
Morgan Stanley  2004 - 2005
HSBC Securities   2003 - 2004

Skills
Derivatives, Fixed Income, Portfolio Management, Risk Management, Securities, Capital Markets, Equities, Residential Mortgages, Financial Modeling, Investment Banking, Valuation, Business Analysis, Strategy, Accounting, Banking, Financial Services, Corporate Finance, Finance, Financial Analysis

Education
Rutgers, The State University of New Jersey-Newark
Psychology

Temple University - Fox School of Business and Management

Nina DiNicuolo Nina DiNicuolo Greater New York City Area Details
Nina DiNicuolo's HSBC Securities Experience June 2015 - Present
Job Sr. Premier Relationship Officer
Industry Investment Management
Experience
HSBC Securities   June 2015 - Present
JP Morgan Chase Bank, N.A.   October 2011 - December 2014
JP Morgan Chase Bank, N.A.   June 2007 - October 2011
Argent Mortgage Company  March 2002 - April 2007

Education
State University of New York at Stony Brook   1986 — 1990
Bachelor's Degree, Italian Studies

Cardinal Spellman High School   1982 — 1986

Rosa Pritsch Rosa Pritsch Greater New York City Area Details
Rosa Pritsch's HSBC Securities Experience June 2002 - September 2010
Job Credit officer and corporate banker
Industry Banking
Experience
LBBW  April 2009 - Present
HSBC Securities   June 2002 - September 2010
Citibank  January 2000 - June 2002
Citigroup  June 1999 - January 2000
Citigroup  June 1998 - June 1999
Dell  January 1996 - April 1996
Household International  January 1994 - January 1996
Dell  June 1993 - January 1994

Skills
Corporate Finance, Financial Modeling, Investments

Education
WHU – Otto Beisheim School of Management   1997 — 1998
MBA, Semester abroad

The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
MBA, Finance

St. Edward's University   1989 — 1993
BBA & BA, Marketing & International Business

Albert Rabkin Albert Rabkin Greater New York City Area Details
Albert Rabkin's HSBC Securities Experience 2000 - 2001
Job Software Developer
Industry Investment Banking
Experience
WillPostWhenBackOnMarket   January 2010 - Present
UBS Investment Bank  January 2009 - January 2010
Goldman Sachs  June 2006 - January 2009
UBS Investment Bank  2004 - 2006
Bear Stearns  2003 - 2004
JPMorgan Chase  2002 - 2003
Bowne  2001 - 2002
HSBC Securities   2000 - 2001
Kintetsu World Express  1997 - 2000

Skills
Java, JMS, Hibernate, Java Enterprise Edition, Tomcat, Struts, Oracle, EJB

Education
Saint Petersburg State University
BS, Computer Engineering

Peter Klarides Peter Klarides Greater New York City Area Details
Peter Klarides's HSBC Securities Experience June 2001 - Present
Job Senior Financial Advisor at HSBC Securities
Industry Banking
Experience
HSBC Securities   June 2001 - Present
invest financial  1994 - 2001
columbia federal savings   1994 - 1996

Skills
Investment Products, Financial Advisory, Series 7, Fixed Income, Insurance, Investments, Mutual Funds, Financial Planning, Retirement Planning, Annuities, IRA's, Asset Management, Portfolio Management, Estate Planning

Education
State University of New York College at Oswego   1982 — 1986
B.S., Economics, Accounting & Psychology

Jenny Barchas Jenny Barchas San Francisco Bay Area Details
Jenny Barchas's HSBC Securities Experience June 2003 - February 2005
Job Marketing Consultant at Bruer
Industry Consumer Goods
Experience
Bruer   September 2014 - Present
Motrr   March 2012 - Present
Joby, Inc.   July 2008 - May 2010
Benefit Cosmetics  June 2007 - August 2007
HSBC Securities   June 2003 - February 2005
Morgan Stanley  September 2002 - June 2003
Lazard Freres  2000 - 2001

Skills
Fixed Income, Mergers & Acquisitions, Strategy, Emerging Markets, Product Marketing, Banking, Marketing, Strategic Partnerships, Corporate Development, Competitive Analysis, Start-ups, Financial Modeling, Go-to-market Strategy, Due Diligence

Education
Stanford University Graduate School of Business   2006 — 2008
MBA

University of Virginia   1996 — 2000
B.A., Economics

David Tatta David Tatta Greater New York City Area Details
David Tatta's HSBC Securities Experience September 2010 - July 2011
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing  October 2011 - Present
HSBC Securities   September 2010 - July 2011
Pershing  July 2010 - September 2010
AIG Investments  September 2006 - December 2008
Deutsche Asset Management  2001 - 2005
Deutsche Bank  September 1997 - February 2001
Bankers Trust  June 1992 - August 1997

Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg

Education
Siena College   1988 — 1992
BS, Marketing and Management

Dann Neale Dann Neale Rochester, New York Area Details
Dann Neale's HSBC Securities Experience June 1995 - June 2006
Job Owner
Industry Consumer Services
Experience
Dann Neale   December 2009 - Present
Brighton Securities  November 2008 - December 2009
Liberty Mutual Insurance  June 2008 - November 2008
Citizens Investment Services  November 2006 - June 2008
HSBC Securities   June 1995 - June 2006

Education
State University of New York College at Buffalo   1970 — 1975
AS, Math Sciences/ Engineering

Charles Selling Charles Selling Greater New York City Area Details
Charles Selling's HSBC Securities Experience March 1995 - June 1997
Job Senior Consultant at Genpact/Headstrong
Industry Facilities Services
Experience
GENPACT  April 2009 - Present
iX Partners  September 2006 - April 2009
William D. Witter, Inc.   April 2006 - August 2006
APB FINACIAL GROUP   April 2003 - April 2006
Wyser-Pratte & Co., Inc   June 1997 - July 2002
HSBC Securities   March 1995 - June 1997

Skills
Microsoft Excel, Microsoft Word, ADVENT AXYS3, ADVENT MOXY, Bloomberg Terminal, EAGLE INVESTMENT SYSTEMS, ALERT, Omgeo Oasys, Business Analysis, Portfolio Management

Education
Queensborough Community College
Associate's degree, Computer Programming

Glenn MacNeill Glenn MacNeill Toronto, Canada Area Details
Glenn MacNeill's HSBC Securities Experience 1998 - 1999
Job Chief Investment Officer & Senior Portfolio Manager at Lawrence Asset Management Inc.
Industry Financial Services
Experience
Lawrence Asset Management Inc.   February 2009 - April 2010
Sentry Select Capital Corp.  1999 - 2008
HSBC Securities   1998 - 1999
Scotia Capital  1997 - 1998
Desjardins Financial Security  1990 - 1996
TD Bank Group  1981 - 1989

Skills
Portfolio Management, Equity Research, Petroleum, Investment Strategies, Capital Markets, Asset Managment, Investments, Equities, Valuation, Structured Finance, Asset Allocation, Investment Banking, Alternative Investments, Securities, Investment Advisory, Hedge Funds, Mutual Funds, Financial Modeling, Fixed Income, Venture Capital, Trading, Financial Structuring, Private Equity, Wealth Management

Education
Queen's University
B.Sc., Mechanical Engineering

Fabian Samaniego Fabian Samaniego Greater New York City Area Details
Fabian Samaniego's HSBC Securities Experience December 2004 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Tata Consultancy Services  July 2011 - Present
Citi Global Markets Inc.   December 2010 - June 2011
ICM Capital Markets LTD   February 2010 - November 2010
National Financial  August 2007 - December 2008
HSBC Securities   December 2004 - March 2007
HSBC Brokerage (USA) Inc.   September 2000 - December 2004
Barington Capital Group  October 1999 - September 2000
DMR Consulting Group  May 1999 - October 1999
HSBC Bank USA, N.A.(Former Republic New York Securities Corp)   December 1996 - May 1999
HSBC Bank USA, N.A. (Former Republic National Bank of NY)   June 1995 - December 1996

Skills
Asset Managment, Strategic Planning, Contract Negotiation, Equities, Fixed Income, Executive Management, Outsourcing, Capital Markets, Securities, Asset Management, Risk Management, Operations Management, Business Process..., Hedge Funds, Business Analysis, Operational Excellence, Banking, Process Improvement, Financial Services, Prime Brokerage, Trading, Corporate Actions, Settlement, Back Office, Private Banking, Leadership, Management, Portfolio Management, Derivatives, FX Options, Financial Markets, Trading Systems, Financial Advisory, Middle Office, Investment Banking, Mutual Funds, Relationship Management, Options, Investment Advisory, Wealth Management, Electronic Trading, Bloomberg, Operational Risk

Education
Queens College   1979 — 1983
BA, Economics

Angelo Mouselimis Angelo Mouselimis Greater New York City Area Details
Angelo Mouselimis's HSBC Securities Experience 2004 - 2006
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  2008 - Present
Merrill Lynch  2006 - 2008
HSBC Securities   2004 - 2006

Skills
Financial Reporting, Equities, Financial Services, Bloomberg, Accounting, Product Control, Financial Analysis, Equity Derivatives, Fixed Income, Options, Finance, Securities, Business Analysis, Interest Rate..., CDS, Investments, Banking, Derivatives, Financial Markets, Swaps, Financial Risk, Strategic Financial..., Credit, Bonds, FX Options, Credit Derivatives, Financial Accounting, Emerging Markets, Interest Rate Swaps, Operational Risk, Portfolio Management

Education
State University of New York at Stony Brook   1997 — 2001
BA, Economics

Michael Rossman Michael Rossman Greater New York City Area Details
Michael Rossman's HSBC Securities Experience April 2000 - May 2005
Job Vice President, Financial Projects Group at Citigroup
Industry Information Technology and Services
Experience
Citigroup  July 2010 - Present
Citigroup  April 2009 - July 2010
Credit Suisse  May 2005 - April 2009
HSBC Securities   April 2000 - May 2005
Credit Suisse First Boston  April 1998 - April 2000
Smith Barney  March 1996 - April 1998
Merrill Lynch  March 1990 - September 1996
Kidder Peabody  August 1987 - September 1990

Education
New York University - Leonard N. Stern School of Business   1988 — 1992
MBA, Finance & Information Systems

Queens College   1984 — 1987
BA, Computer Science

James Rist James Rist Greater New York City Area Details
James Rist's HSBC Securities Experience 2010 - 2010
Job Scotiabank
Industry Financial Services
Experience
Scotiabank  June 2014 - Present
HSBC  September 2010 - June 2014
HSBC Securities   2010 - 2010
HSBC Securities   2010 - 2010
Banco Santander  2009 - 2010
UBS  2001 - May 2009
LaBranche & Co.   2008 - 2009
UBS Securties,LLC   2001 - 2009
RSQ Trading Company   January 1995 - January 2001

Education
Southern Connecticut State University   1982 — 1986
economics

Wooster

Howard Wen Howard Wen Greater New York City Area Details
Howard Wen's HSBC Securities Experience June 2011 - Present
Job Research Associate at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   June 2011 - Present
Commonfund  July 2008 - June 2011
Calyon Corporate and Investment Bank  November 2007 - May 2008
Morgan Stanley  May 2007 - November 2007
National Securities, LLC   February 2007 - May 2007

Skills
Precious Metals, Quantitative Research, Hedge Funds, Mutual Funds, Asset Managment, Equities, Fixed Income, Commodity Markets

Education
UC Berkeley School of Information   2015 — 2016
Master of Information and Data Science

New York University - Leonard N. Stern School of Business   2006 — 2008
Bachelor of Science, Finance, Information Systems

Rochester Institute of Technology   2004 — 2006
Coursework, Finance

Bronx High School of Science   2000 — 2004

Jeff Zielinski Jeff Zielinski Buffalo/Niagara, New York Area Details
Jeff Zielinski's HSBC Securities Experience January 1999 - September 2007
Job Founder Lyman Jones Unlimited LLC
Industry Real Estate
Experience
Lyman Jones Unlimited LLC   September 2007 - Present
HSBC Securities   January 1999 - September 2007
MetLife  1996 - 1999
M&T Bank  September 1989 - 1996

Skills
NYS Notary Public, Consumer Lending, Strategic Financial..., Finance, Loans, Credit, Wealth Management, Mutual Funds, Retirement Planning, Real Estate, Credit Analysis, Investments, Portfolio Management, Asset Management, Financial Analysis, Banking, Insurance, Financial Planning, Management, Mortgage Lending, Series 63, Strategic Planning

Education
State University of New York College at Buffalo   1990 — 1994
Bachelors, Business

Bishop Timon   1982 — 1986

Hillary Thomas Hillary Thomas Atlanta, Georgia Details
Hillary Thomas's HSBC Securities Experience 2009 - 2012
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  July 2012 - Present
HSBC Securities   2009 - 2012
RBC Capital Markets  2009 - 2009
Bear Stearns/J.P. Morgan   2007 - 2008
Bear Stearns  2006 - 2006

Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending

Education
Spelman College   2003 — 2007
2007, Political Science

Anita Amin Anita Amin Greater New York City Area Details
Anita Amin's HSBC Securities Experience June 2013 - January 2014
Job Financial Services Professional
Industry Financial Services
Experience
EY  January 2014 - Present
HSBC Securities   June 2013 - January 2014
Goldman Sachs  May 2010 - June 2013
Goldman Sachs  July 2005 - January 2009

Skills
Financial Analysis, Equity Trading, Securities, Financial Markets, Asset Management, Trading, Investments, Asset Allocation, Portfolio Management, Trading Systems, Electronic Trading, Options, Mutual Funds, Bonds, Financial Services, Bloomberg Terminal, Risk Management, Financial Risk, Series 63, Due Diligence, Swaps, FINRA, Corporate Actions

Education
New York University - Leonard N. Stern School of Business   2007 — 2009
MBA

Rutgers University-New Brunswick   2001 — 2005
BS, Finance

University of Melbourne - Melbourne Business School
MBA, Study Abroad

Antonio LoBrutto Jr. Antonio LoBrutto Jr. Charlotte, North Carolina Area Details
Antonio LoBrutto Jr.'s HSBC Securities Experience 2004 - September 2012
Job Citco Fund Services
Industry Accounting
Experience
Citco Fund Services  January 2015 - Present
Citco Fund Services  March 2013 - December 2014
HSBC Securities   2004 - September 2012
Bank of New York Mellon  2001 - 2004
Morgan Stanley  1999 - 2001

Skills
Fund Administration, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg, Alternative Investments, Securities, Mutual Funds, Fixed Income, AML, Derivatives, Equities, Corporate Actions, Valuation, Back Office, Advent, Account Reconciliation, Accounting

Education
Queens College   1995 — 1999
Bachelor of Arts in Accounting & Information Systems

Robert Streit Robert Streit Greater Chicago Area Details
Robert Streit's HSBC Securities Experience March 1994 - October 2005
Job Seeking Opportunities in Alternative Investments
Industry Investment Banking
Experience
Jefferies LLC  November 2013 - June 2015
Société Générale   November 2005 - November 2013
HSBC Securities   March 1994 - October 2005
Chicago Board of Trade  1992 - 1994
Yamaichi International (USA) Inc.   1988 - 1992
Discount Corporation of New York (Futures)   1985 - 1988

Skills
Options, Derivatives, Trading, Equities, Commodity, Fixed Income, Hedge Funds, Trading Systems, Financial Services, Electronic Trading, FX Options, Securities, Commodity Markets, FINRA, Financial Markets, Capital Markets, Asset Management, Bloomberg, Equity Derivatives, Hedging, Futures, Prime Brokerage, Investment Banking

Education
Southern Illinois University, Carbondale   1977 — 1980

Marie Donnelly Marie Donnelly Toronto, Canada Area Details
Marie Donnelly's HSBC Securities Experience 1990 - 1996
Job Vice President at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt  August 2012 - Present
Aon Hewitt  September 2007 - August 2012
Aon Consulting  October 2000 - September 2007
Buck Consultants  1998 - 2000
HSBC Securities   1990 - 1996
Mercer  1986 - 1990

Skills
Employee Benefits, Coaching, Defined Benefit, Employee Engagement, Strategic Communications, Project Management, Internal Communications, Human Resources, Corporate Communications, Change Management, Process Improvement, Performance Management, Leadership, Marketing Communications, Talent Management, Strategy, Leadership Development

Education
Royal Roads University   1999 — 2001
MBA, Communication and Public Relations

Trent University

John M Vila John M Vila Greater New York City Area Details
John M Vila's HSBC Securities Experience April 2006 - September 2012
Job Calypso qantitative analyst
Industry Capital Markets
Experience
Citibank North America, Inc.   December 2014 - Present
DTCC  June 2013 - December 2014
GE Capital  January 2013 - June 2013
HSBC Securities   April 2006 - September 2012
Accenture  March 2005 - March 2006
State Street ( IFS Funds Services)   February 2003 - February 2005
Swiss Re  August 1998 - February 2003
Credit Suisse  1989 - 1997

Skills
Valuation, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Calypso, Murex, Summit, FX Options, Equities, Account Reconciliation, Equity Derivatives, Fund Administration, Fund Of Funds, Middle Office, Trading, Fund Accounting, Financial Services, Options

Education
Stevens Institute of Technology   2011 — 2014
Certificate, Financial Engineering

Rutgers, The State University of New Jersey-Newark   1984 — 1988
Bachelor of Science (BS), Accounting

Monica Parekh Monica Parekh New York, New York Details
Monica Parekh's HSBC Securities Experience September 2010 - May 2012
Job Buy Side Fixed Income Analyst Banks, Finance, Insurance, REITs, Chemicals
Industry Financial Services
Experience
BNP Paribas Investment Partners  November 2012 - Present
HSBC Securities   September 2010 - May 2012
HSBC Securities   August 2008 - September 2010
Lazard Asset Management  January 2008 - August 2008
JP Morgan  January 2006 - December 2007
JP Morgan  December 2004 - January 2006
American Express  September 2003 - November 2004
American Express  September 1999 - August 2001

Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Asset Managment, Fixed Income, Financial Analysis, Bloomberg, Series 7, Investments, Portfolio Management, Equity Valuation, Credit Derivatives, Series 63, Series 87, Series 86, Bloomberg API, Access, Microsoft Excel, PowerPoint, Pivot Tables, Data Modeling, Data Analysis, Bond Pricing, Bond Markets, Credit Analysis, Writing

Education
The University of Chicago Booth School of Business   2001 — 2003
MBA, Finance and Accounting

Rutgers University-New Brunswick   1993 — 1997
BA, Major - Biochemistry, Minor - Economics

Jay Dalal Jay Dalal Greater New York City Area Details
Jay Dalal's HSBC Securities Experience January 2007 - August 2010
Job Vice President at TD Securities (USA) LLC
Industry Financial Services
Experience
TD Secuities (USA) LLC   June 2012 - Present
Scotiabank  August 2010 - May 2012
HSBC Securities   January 2007 - August 2010
Fischer Francis Trees & Watts  February 2005 - November 2006

Skills
Due Diligence, Fixed Income, Asset Managment, Derivatives, Equity Derivatives, Structured Finance, ISDA, Swaps, Credit, Hedge Funds, Securities, Corporate Finance, Asset Management, Capital Markets, Credit Derivatives, Trading, Mutual Funds, FX Options, Equities

Education
Rutgers University-New Brunswick   1999 — 2003
BA, Economics

Vinnette Platt Vinnette Platt Toronto, Canada Area Details
Vinnette Platt's HSBC Securities Experience October 2004 - April 2010
Job Financial Services Professional
Industry
Experience
HSBC Securities   October 2004 - April 2010

Education
Seneca College of Applied Arts and Technology
Business management

Sarah Siu Sarah Siu Toronto, Canada Area Details
Sarah Siu's HSBC Securities Experience October 2007 - June 2008
Job Group Product Manager at CIBC
Industry Banking
Experience
CIBC Retail and Business Banking   December 2014 - Present
CIBC Asset Management  November 2013 - December 2014
CIBC - PC Financial   April 2010 - November 2013
CIBC - PC Financial   July 2008 - April 2010
HSBC Securities   October 2007 - June 2008

Skills
Business Analysis, SQL, Banking, Forecasting, Finance, Data Analysis, Business Intelligence, Access, Retail Banking, Strategy, Analysis, Hyperion Reports

Education
Wilfrid Laurier University   2012 — 2015
MBA/CPA, CMA, Accounting and Business/Management

Ryerson University   2009 — 2010
Information systems management certificate, Information Technology

University of Waterloo   2003 — 2007
Bachelor of Honours Science

Attila Nyiri Attila Nyiri Greater New York City Area Details
Attila Nyiri's HSBC Securities Experience August 2007 - Present
Job President at Laureano Ruiz Soccer Academy
Industry Sports
Experience
Laureano Ruiz Soccer Academy   November 2009 - Present
HSBC Securities   August 2007 - Present
Ulster County Community College  August 2005 - August 2007
Standard Chartered Bank  October 1999 - July 2005

Skills
Sports Marketing, Sports Management, Sports, Soccer, Football, Athletics, Team Building, Sponsorship, Club, Sports Coaching, Event Management, New Business Development, Coaching, Event Planning, Leadership, Customer Service, Management, Risk Management, Securities, Strategic Planning, Public Speaking, Social Media, Banking, Marketing, Fundraising

Education
St. Francis College   1987 — 1989
Bachelor of Arts (B.A.), Social Sciences

Ulster County Community College   1985 — 1987
Associate of Arts (A.A.), Political Science and Government

Frank Melo Frank Melo Greater New York City Area Details
Frank Melo's HSBC Securities Experience June 2005 - October 2006
Job Director at Pierpont Securities
Industry Financial Services
Experience
Pierpont Securities  March 2013 - Present
Broadridge Financial Solutions  October 2012 - March 2013
Societe Generale  October 2011 - September 2012
Mitchell Martin Inc.  May 2010 - August 2011
JPMorgan Chase  April 2009 - May 2010
UBS Investment Bank  October 2006 - February 2009
HSBC Securities   June 2005 - October 2006
Barclays Capital  April 2004 - June 2005
TD Bank Group  March 2000 - April 2004
Broadridge Financial  June 1998 - March 2000

Skills
Derivatives, Capital Markets, Fixed Income, Investment Banking, Equities, Risk Management, Securities, Back Office, Business Process, Equity Derivatives, Trading Systems, Middle Office, Financial Services, Bloomberg, Banking, Mutual Funds, Business Analysis, Finance, Analysis, Financial Risk, FX Options, SDLC, Credit Derivatives, Trading, Prime Brokerage, Settlement, Hedge Funds, Asset Management, Interest Rate..., Electronic Trading, Financial Markets, Sybase

Education
Rowan University   1981 — 1984
Political Science

Lindsay Zak Lindsay Zak Buffalo, New York Details
Lindsay Zak's HSBC Securities Experience June 2010 - March 2012
Job Internal Wholesaler at M&T Bank
Industry Financial Services
Experience
M&T Bank  March 2015 - Present
M&T Bank  January 2014 - March 2015
M&T Bank  December 2012 - December 2013
Morgan Stanley Smith Barney  March 2012 - December 2012
HSBC Securities   June 2010 - March 2012

Skills
Series 7, Series 63, Life Insurance, Wealth Management, Financial Services, Retirement Planning, Portfolio Management, Banking, Finance, Financial Planning, Equities, Financial Analysis, Asset Management

Education
State University of New York at Buffalo - School of Management
Bachelor of Science (B.S.), Finance, General

University at Buffalo

Barbara Tsarnas Barbara Tsarnas Greater New York City Area Details
Barbara Tsarnas's HSBC Securities Experience September 2007 - Present
Job Global Head of Hedge Fund Credit at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets  May 2014 - Present
HSBC Securities   September 2007 - Present
Risk Management Association, NY Chapter   2012 - Present
Deutsche Bank Securities  2000 - 2007
Chase Manhattan Bank  1996 - 2000
Chase Manhattan Bank  1992 - 1995
Vice President, Credit Approving Office for High Yield Bond Portfolio   1990 - 1991
Chase Manhattan Bank  1980 - 1989

Skills
Fixed Income, Hedge Funds, Derivatives, Credit Risk, Capital Markets, Bonds, Investment Banking, Equities, Alternative Investments, Credit, Portfolio Management, Securities, Structured Finance, Financial Markets, Structured Products, Bloomberg, Private Banking

Education
Boston University
B.A. magna cum laude, English Literature

Simmons College - Simmons School of Management

Stephanie Napier Stephanie Napier New Castle, Delaware Details
Stephanie Napier's HSBC Securities Experience November 1981 - Present
Job Vice President, Local Compliance Officer
Industry Financial Services
Experience
HSBC Securities   November 1981 - Present
HSBC  1997 - 2008

Skills
Notary, Due Diligence, Financial Risk

Education
University of Delaware   2010 — 2011
Certified Paralegal, Legal Assistant/Paralegal

Spelman College   1977 — 1979
Computer Science

Drew Sokol Drew Sokol Greater New York City Area Details
Drew Sokol's HSBC Securities Experience September 2008 - September 2009
Job Billing/Risk Analyst at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management  September 2012 - Present
Citi  January 2012 - June 2012
HSBC Securities   September 2008 - September 2009
HSBC Securities   January 2007 - September 2008
TD Ameritrade  April 2000 - March 2002
TD Ameritrade  April 1998 - March 2000

Education
SUNY Stony Brook
Bachelor of Arts (B.A.), Psychology

Claudia Cosentino Claudia Cosentino Toronto, Canada Area Details
Claudia Cosentino's HSBC Securities Experience September 2000 - November 2001
Job Manager, Learning Operations
Industry Human Resources
Experience
Deloitte Canada  May 2013 - Present
RBC Capital Markets  January 2002 - January 2013
RBC Capital Markets  January 2002 - April 2005
HSBC Securities   September 2000 - November 2001
RBC Dominion Securities  February 1998 - September 2000

Skills
Capital Markets, HR Consulting, Campus Recruiting, HR Project Management, Recruiting, Operations Management, Office Administration, Employee Training, New Hire Orientations, Program Management, FX Options, Trading, Fixed Income

Education
Ryerson University

Thomas Shapiro Thomas Shapiro Greater New York City Area Details
Thomas Shapiro's HSBC Securities Experience 2000 - April 2011
Job Trading Assistant
Industry Financial Services
Experience
HSBC Securities   2000 - April 2011
Bank of New York Mellon  1997 - 2000
The Wiz  January 1996 - April 1997
Allied Digital Technologies  December 1994 - January 1996
Aetna  May 1993 - December 1994

Skills
Bloomberg, Series 7, Structured Products, Derivatives, Fixed Income, Trading, Securities, Mutual Funds, Settlement, Investments, Equities, Bonds

Education
State University of New York College at Oswego   1988 — 1992
Bachelor of Science, Economics and Marketing

NAPS

Kyi Pyar Kyi Pyar Greater New York City Area Details
Kyi Pyar's HSBC Securities Experience December 2007 - June 2014
Job Reconciliation Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities   December 2007 - June 2014

Skills
Account Reconciliation, Cash Management, Smartstream TLM, Intellimatch

Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.)

Anthony Orbanic Anthony Orbanic New York, New York Details
Anthony Orbanic's HSBC Securities Experience December 2008 - December 2009
Job President at OGT Trading
Industry Financial Services
Experience
MacKenzie Partners  July 2011 - January 2013
TD  January 2010 - June 2010
HSBC Securities   December 2008 - December 2009
TD  February 2007 - July 2008
Ernst & Young  February 2006 - July 2006
Joseph Gunnar & Co, LLC   February 2005 - March 2006

Skills
Investor Relations, Trading, Investments, Derivatives, Commodity, Equities, Portfolio Management, Risk Management, Financial Analysis, Investment Banking, Asset Managment, Corporate Finance, Financial Markets, Mutual Funds, Hedging, Commodity Markets, Private Equity, Asset Management, Securities, Strategic Financial..., Financial Modeling, FINRA, Options, Funding, Hedge Funds, Alternative Investments, Capital Markets, Banking, Investment Management, Fixed Income, Bloomberg, Wealth Management, Finance, Emerging Markets, Financial Structuring, Mergers & Acquisitions, Equity Research, Valuation, Venture Capital, Investment Strategies, Project Finance, Due Diligence, Electronic Trading, Asset Allocation, FX Options, Bonds, Structured Finance, Economics, Series 7, Series 63

Education
Stony Brook University   2000 — 2004
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies (Business Administration, Political Science, Philosophy)

Starla Saha Starla Saha Greater New York City Area Details
Starla Saha's HSBC Securities Experience September 2007 - October 2012
Job Alternatives Client Operations Associate at BlackRock
Industry Financial Services
Experience
BlackRock  May 2013 - Present
HSBC Securities   September 2007 - October 2012
HSBC Securities   February 2006 - September 2007
Merrill Lynch  May 2005 - February 2006
Merrill Lynch  January 2004 - May 2005
Merrill Lynch  August 2003 - December 2003

Skills
Mutual Funds, Fund Of Funds, Fund Administration, Spanish, Alternative Investments, AML, Superior Client Service, Fast Learner, Organization, Hedge Funds, Credit Risk, Loan Servicing, Lines Of Credit, Global Custody, Fund Accounting, Equities, Fixed Income, Securities, Account Reconciliation, Valuation

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Computer Science

Spotswood High School   1995 — 1999

Dan Menton Dan Menton Greater New York City Area Details
Dan Menton's HSBC Securities Experience June 1998 - August 2012
Job Investment Group Director, CFP® at Signature Securities
Industry Financial Services
Experience
Signature Bank  August 2012 - Present
HSBC Securities   June 1998 - August 2012

Skills
Fixed Income, Wealth Management, Retirement Planning, Investments, Mutual Funds, Equities, Securities, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Asset Allocation, Investment Strategies, Financial Analysis, Estate Planning, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, NYS Life and Health..., Alternative Investments, Banking, Risk Management, Relationship Management, Asset Management, Commercial Banking, Finance, Financial Services, Capital Markets, Investment Banking, FINRA, Hedge Funds, Uniform Combined State..., Financial Markets, Credit, Retirement

Education
SUNY Geneseo   1994 — 1998
Bachelor of Arts (B.A.), Economics

Walter Cell Walter Cell Greater New York City Area Details
Walter Cell's HSBC Securities Experience August 2004 - April 2007
Job Chief Operating Officer at Crowne Architectural Systems
Industry Construction
Experience
Crowne Architectural Systems   August 2012 - Present
Whitestone Construction Corp   June 2007 - July 2012
HSBC Securities   August 2004 - April 2007

Skills
Operations Management, Strategic Planning, Management, Change Management, Leadership, Team Building, Business Strategy, Process Improvement, Project Management, Program Management, Budgets, Strategy

Education
St. John's University   1976 — 1980
Bachelor of Science (BS), Accounting and Finance

Rosendo Jr Cruz Rosendo Jr Cruz Brooklyn, New York Details
Rosendo Jr Cruz's HSBC Securities Experience May 1996 - December 2006
Job Assitant VicePresident at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  December 2008 - Present
Broadridge  2007 - 2008
HSBC Securities   May 1996 - December 2006
Republic NY Securities   1992 - 1998
Securities Settlements Corp   February 1988 - May 1991
Drexel Burnham Lambert  1980 - 1988

Skills
Equities, Fixed Income, Investment Banking, Hedge Funds, Securities, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Back Office, Securities Lending, Trading Systems, Financial Services, Middle Office, Trading, Options, Series 7, Bonds

Education
Ranger College   1978 — 1980
Accounting

Canarsie High School   1974 — 1978
Academic

James L King James L King New York, New York Details
James L King's HSBC Securities Experience June 2000 - June 2002
Job Office Coordinator/Project Manager at National Futures Association
Industry Financial Services
Experience
National Futures Association  August 2013 - Present
Shorewood Packaging  January 2007 - June 2012
Shorewood Packaging  March 2005 - June 2012
HSBC Securities   June 2000 - June 2002

Skills
Customer Service, Microsoft Excel, Management, Outlook, Access, Data Entry, Microsoft Word, Microsoft Office, Accounting, Operating Budgets, Contract Negotiation, Contract Management, Inventory Control, Vendor Relationship..., Vendor Contracts, Vendor Relations, Purchasing Negotiation, Supplier Negotiation, Project Management, Office Management, Office Equipment, People Management, People-oriented, Workplace Safety, Strategic Planning, Business Planning

Education
University at Albany   1998 — 2000
Bachelor of Arts (B.A.), Sociology

SUNY New Paltz   1995 — 1997
Bachelor of Arts (B.A.), Socioloogy

Kevin Logan, CFP® Kevin Logan, CFP® Los Gatos, California Details
Kevin Logan, CFP®'s HSBC Securities Experience 2007 - 2011
Job Senior Vice President of Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store  March 2015 - Present
SHCapital Management, LLC   January 2011 - December 2014
HSBC Securities   2007 - 2011
Bank of America  2005 - 2007
Wachovia Securities  2003 - 2005
Quick & Reilly  1998 - 2002

Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies

Education
Saint Bonaventure University   1994 — 1998
Bachelor of Business Administration (BBA), Marketing

The American College   2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3

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