HSBC Securities
Description
Address: 1-2 Lochside Way, Edinburgh EH12 9DT Phone: 0131 338 2000Hours: Category: : : Website: : : : : Place name: Website: https://www.gbm.hsbc.com/solutions/securities-services Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of HSBC Securities Services Posting publicly on the Web Write a review Reviews"HSBC office, quick access is through nearby tram" "Nice place for an office" View all Google reviews
HSBC Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,099 HSBC Securities employees in database. Find out everything there's to know about HSBC Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Securities Employees
Employee
Years
Job
Industry
James Escobar James Escobar's HSBC Securities Experience 2006 - 2009
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Sue Derlago, CFP Sue Derlago, CFP's HSBC Securities Experience March 2005 - July 2008
Job Wealth Advisor, National Bank Financial Wealth Management
Industry Investment Management
Experience
Women Working in Calgary (WWC) May 2011 - Present
National Bank Financial July 2008 - Present
HSBC Securities March 2005 - July 2008
TD Asset Management February 1999 - February 2005
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Wealth, Asset Management, Investment Advisory, Financial Services, Investment Strategies, Wealth Management..., Strategic Financial..., Investment Management, Finance, Estate Planning, Relationship Management, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Financial Advisory, Entrepreneurship, Alternative Investments, High Net Worth..., Financial Planners, Securities, Portfolio Management, ETFs, Bonds, Equities, Pensions, Life Insurance, Personal Finance, Fixed Annuities, Fixed Income
Education
The University of Calgary 1993 — 1997
Bachelor of Arts
Women Working in Calgary (WWC) May 2011 - Present
National Bank Financial July 2008 - Present
HSBC Securities March 2005 - July 2008
TD Asset Management February 1999 - February 2005
Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Wealth, Asset Management, Investment Advisory, Financial Services, Investment Strategies, Wealth Management..., Strategic Financial..., Investment Management, Finance, Estate Planning, Relationship Management, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Financial Advisory, Entrepreneurship, Alternative Investments, High Net Worth..., Financial Planners, Securities, Portfolio Management, ETFs, Bonds, Equities, Pensions, Life Insurance, Personal Finance, Fixed Annuities, Fixed Income
Education
The University of Calgary 1993 — 1997
Bachelor of Arts
Ramon Suazo Ramon Suazo's HSBC Securities Experience September 2007 - March 2009
Job Managing Director at BG Strategic Advisors
Industry Investment Banking
Experience
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
BG Strategic Advisors March 2013 - Present
The Clarendon Group March 2010 - March 2013
Weeden & Co. March 2009 - March 2010
HSBC Securities September 2007 - March 2009
Stifel Nicolaus Weisel March 2002 - August 2007
Lehman Brothers September 2000 - March 2002
Booz Allen Hamilton September 1994 - September 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Loyola University Maryland 1990 — 1994
BA, Political Science
David Hair David Hair's HSBC Securities Experience April 2008 - February 2012
Job Research Customer Service at CARCO Group, Inc.
Industry Security and Investigations
Experience
CARCO Group, Inc. January 2013 - Present
HSBC Securities April 2008 - February 2012
Skills
Windows, Lotus Notes, Microsoft Office, Access, OS X, Outlook, Vendor Management, Visio, Disaster Recovery, System Administration, Windows XP, Risk Management, Technical Support, Help Desk Support, Windows 7, Active Directory, Customer Service, Windows Server
Education
State University of New York at Buffalo 1994 — 2001
BA, Linguistics
CARCO Group, Inc. January 2013 - Present
HSBC Securities April 2008 - February 2012
Skills
Windows, Lotus Notes, Microsoft Office, Access, OS X, Outlook, Vendor Management, Visio, Disaster Recovery, System Administration, Windows XP, Risk Management, Technical Support, Help Desk Support, Windows 7, Active Directory, Customer Service, Windows Server
Education
State University of New York at Buffalo 1994 — 2001
BA, Linguistics
Stephen Jardine Stephen Jardine's HSBC Securities Experience February 2010 - Present
Job Assistant Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities February 2010 - Present
HSBC Investments April 2006 - February 2010
Cogs Agency June 2005 - March 2006
Purple Agency September 2004 - June 2005
Skills
Equities, Fixed Income, Risk Management, Settlement, Account Reconciliation, Start-ups, Hedging, Loans, MIS, New Business Development, Online Advertising, Securities Lending
Education
University of Lincoln 2001 — 2004
BA Honors, Advertising and Marketing
Lord Lawson of Beamish School 1993 — 2000
HSBC Securities February 2010 - Present
HSBC Investments April 2006 - February 2010
Cogs Agency June 2005 - March 2006
Purple Agency September 2004 - June 2005
Skills
Equities, Fixed Income, Risk Management, Settlement, Account Reconciliation, Start-ups, Hedging, Loans, MIS, New Business Development, Online Advertising, Securities Lending
Education
University of Lincoln 2001 — 2004
BA Honors, Advertising and Marketing
Lord Lawson of Beamish School 1993 — 2000
Val Volkau's HSBC Securities Experience May 2013 - Present
Job VP, Premier Relationship Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities May 2013 - Present
HSBC July 2009 - May 2013
HSBC April 2011 - November 2011
HSBC July 2006 - January 2009
Skills
Wealth Management, Retail Banking, Banking, Mortgage Lending, Commercial Banking, Credit, Private Banking, Credit Risk, Portfolio Management, Loans, Cross Selling, Investment Advisory, Credit Analysis, Investments, Mutual Funds, Consumer Lending, Holistic Financial..., Strategic Financial..., Wealth, Retirement Planning, Relationship Management, Financial Services, Series 63, Series 7, Mortgage Banking, Insurance, High Net Worth..., Series 6, Securities, AML
Education
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
HSBC Securities May 2013 - Present
HSBC July 2009 - May 2013
HSBC April 2011 - November 2011
HSBC July 2006 - January 2009
Skills
Wealth Management, Retail Banking, Banking, Mortgage Lending, Commercial Banking, Credit, Private Banking, Credit Risk, Portfolio Management, Loans, Cross Selling, Investment Advisory, Credit Analysis, Investments, Mutual Funds, Consumer Lending, Holistic Financial..., Strategic Financial..., Wealth, Retirement Planning, Relationship Management, Financial Services, Series 63, Series 7, Mortgage Banking, Insurance, High Net Worth..., Series 6, Securities, AML
Education
The George Washington University 2003 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
James Marino's HSBC Securities Experience September 2010 - Present
Job Assistant Vice President, Operational Risk & Internal Control at HSBC Securities USA
Industry Financial Services
Experience
HSBC Securities September 2010 - Present
HSBC Bank USA July 2009 - September 2010
Skills
Equities, Financial Analysis, Front to Back Office, Hedge Funds, Microsoft Excel, Banking, Capital Markets
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance
HSBC Securities September 2010 - Present
HSBC Bank USA July 2009 - September 2010
Skills
Equities, Financial Analysis, Front to Back Office, Hedge Funds, Microsoft Excel, Banking, Capital Markets
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
Finance
Diana Deems-Paparella's HSBC Securities Experience February 2007 - Present
Job Americas Support Services Finance Director, HSBC
Industry Financial Services
Experience
HSBC Securities February 2007 - Present
JPMorgan Chase February 2004 - February 2007
BearingPoint October 2000 - March 2004
AT&T Capital Corporation 1997 - 1998
Skills
Finance, Accounting, Banking, Business Analysis, Business Process..., Capital Markets, Change Management, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Portfolio Management, Process Improvement, Program Management, Project Management, Risk Management, Strategic Financial..., Business Process..., Analysis, Business Intelligence, Business Transformation, Corporate Finance, Management Consulting, Managerial Finance, PMO
Education
Tulane University 1984 — 1988
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1984 — 1988
HSBC Securities February 2007 - Present
JPMorgan Chase February 2004 - February 2007
BearingPoint October 2000 - March 2004
AT&T Capital Corporation 1997 - 1998
Skills
Finance, Accounting, Banking, Business Analysis, Business Process..., Capital Markets, Change Management, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Portfolio Management, Process Improvement, Program Management, Project Management, Risk Management, Strategic Financial..., Business Process..., Analysis, Business Intelligence, Business Transformation, Corporate Finance, Management Consulting, Managerial Finance, PMO
Education
Tulane University 1984 — 1988
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1984 — 1988
Mahmoud Abdel Latif Mahmoud Abdel Latif's HSBC Securities Experience August 2013 - Present
Job Global Banking Analyst at HSBC Securities
Industry Investment Management
Experience
HSBC Securities August 2013 - Present
Student Managed Fund, University of Connecticut August 2012 - May 2013
School of Business, University of Connecticut February 2011 - May 2013
Modern Language Department, University of Connecticut January 2011 - May 2013
Center for Students with Disabilities, University of Connecticut October 2010 - February 2011
Ernst & Young May 2009 - August 2009
Al Aqariya Real Estate & Development January 2009 - May 2009
Skills
Stock Evaluations, Portfolio Management, Risk Management, Forecasting & Budgeting, Financial Analysis, CRM, Mergers & Acquisitions, Management, Leadership, Investments
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Investment Management & Political Sciences, 3.9/4.0
HSBC Securities August 2013 - Present
Student Managed Fund, University of Connecticut August 2012 - May 2013
School of Business, University of Connecticut February 2011 - May 2013
Modern Language Department, University of Connecticut January 2011 - May 2013
Center for Students with Disabilities, University of Connecticut October 2010 - February 2011
Ernst & Young May 2009 - August 2009
Al Aqariya Real Estate & Development January 2009 - May 2009
Skills
Stock Evaluations, Portfolio Management, Risk Management, Forecasting & Budgeting, Financial Analysis, CRM, Mergers & Acquisitions, Management, Leadership, Investments
Education
The University of Connecticut School of Business 2009 — 2013
Bachelor of Science (B.S.), Investment Management & Political Sciences, 3.9/4.0
Luis Javier Valle Burguette Luis Javier Valle Burguette's HSBC Securities Experience June 2012 - August 2012
Job LatAm ECM Analyst
Industry Investment Banking
Experience
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
Guillermo Berger Guillermo Berger's HSBC Securities Experience June 2012 - Present
Job Associate Vice President at HSBC Securities
Industry Banking
Experience
HSBC Securities June 2012 - Present
JP Morgan Asset Management July 2011 - July 2012
JP Morgan Asset Management February 2008 - June 2011
JP Morgan Asset Management June 2007 - August 2007
Skills
Wealth Management, Banking, Asset Allocation, Portfolio Management, Investments, Bloomberg, Equities, Securities, Series 7, Emerging Markets, Private Banking, Series 63, Relationship Management, Asset Management, Sales, Equity Research, Fixed Income, Wealth Management..., Derivatives, Financial Modeling, CRM, Capital Markets, Hedge Funds
Education
University of Connecticut 2003 — 2007
Business, Economics
HSBC Securities June 2012 - Present
JP Morgan Asset Management July 2011 - July 2012
JP Morgan Asset Management February 2008 - June 2011
JP Morgan Asset Management June 2007 - August 2007
Skills
Wealth Management, Banking, Asset Allocation, Portfolio Management, Investments, Bloomberg, Equities, Securities, Series 7, Emerging Markets, Private Banking, Series 63, Relationship Management, Asset Management, Sales, Equity Research, Fixed Income, Wealth Management..., Derivatives, Financial Modeling, CRM, Capital Markets, Hedge Funds
Education
University of Connecticut 2003 — 2007
Business, Economics
Krista Seiden Krista Seiden's HSBC Securities Experience September 2008 - January 2009
Job Analytics Advocate at Google
Industry Marketing and Advertising
Experience
Google August 2014 - Present
Google September 2012 - September 2014
Analysis Exchange 2012 - 2013
Apollo Group September 2011 - September 2012
Adobe Systems July 2010 - September 2011
Adobe Systems March 2009 - February 2011
HSBC Securities September 2008 - January 2009
Skills
Digital Analytics, Mobile Analytics, Web Analytics, Product Analytics, Online Marketing, Social Media Marketing, Social Media Strategy, Google Analytics, Tableau, Business Objects, Optimization, Omniture, Communications Audits, Online Advertising, Product Marketing, Social Media Measurement, Product Management, Multivariate Testing, Analytics, SEO, Digital Marketing, Marketing, Enterprise Software, Social Media, E-commerce
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Google Marketing Academy - Masters, Marketing, MBA
University of California, Berkeley 2005 — 2008
B.A, Economics, Political Science
University of California, Berkeley 2009 — 2011
Certificate, Marketing
Google August 2014 - Present
Google September 2012 - September 2014
Analysis Exchange 2012 - 2013
Apollo Group September 2011 - September 2012
Adobe Systems July 2010 - September 2011
Adobe Systems March 2009 - February 2011
HSBC Securities September 2008 - January 2009
Skills
Digital Analytics, Mobile Analytics, Web Analytics, Product Analytics, Online Marketing, Social Media Marketing, Social Media Strategy, Google Analytics, Tableau, Business Objects, Optimization, Omniture, Communications Audits, Online Advertising, Product Marketing, Social Media Measurement, Product Management, Multivariate Testing, Analytics, SEO, Digital Marketing, Marketing, Enterprise Software, Social Media, E-commerce
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Google Marketing Academy - Masters, Marketing, MBA
University of California, Berkeley 2005 — 2008
B.A, Economics, Political Science
University of California, Berkeley 2009 — 2011
Certificate, Marketing
Sungyeol Kim's HSBC Securities Experience July 2012 - August 2012
Job Research Assistant
Industry Financial Services
Experience
Shinhan PE July 2014 - August 2014
KNP-SWAT September 2012 - June 2014
HSBC Securities July 2012 - August 2012
BASF June 2012 - July 2012
Inhussan Emco. June 2009 - August 2009
Doil Corp. June 2008 - August 2008
Skills
Stock, Public Speaking, Negotiation, Trend Researching, Market Research, bloomberg, financing, FX Options, Future Trends, Futures Trading, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University 2010 — 2016
Bachelor of Finance, Finance, General
Yonsei University 2011 — 2011
West Nottingham Aacademy 2006 — 2010
Diploma
Shinhan PE July 2014 - August 2014
KNP-SWAT September 2012 - June 2014
HSBC Securities July 2012 - August 2012
BASF June 2012 - July 2012
Inhussan Emco. June 2009 - August 2009
Doil Corp. June 2008 - August 2008
Skills
Stock, Public Speaking, Negotiation, Trend Researching, Market Research, bloomberg, financing, FX Options, Future Trends, Futures Trading, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University 2010 — 2016
Bachelor of Finance, Finance, General
Yonsei University 2011 — 2011
West Nottingham Aacademy 2006 — 2010
Diploma
Adnan Gilani Adnan Gilani's HSBC Securities Experience May 2010 - June 2011
Job Fund Manager
Industry Investment Management
Experience
Goldpebble Research August 2012 - Present
Gilani Capital August 2011 - Present
HSBC Securities May 2010 - June 2011
Galleon Group April 2007 - February 2009
Ministry of Finance May 2004 - September 2006
Goldman Sachs June 1999 - March 2004
Citi July 1995 - June 1998
Skills
Equities, Hedge Funds, Fixed Income, Investments, Derivatives, Global Macro, Emerging Markets, FX Options, Portfolio Management, Trading
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (M.B.A.), analytic finance
University of Pennsylvania 1991 — 1995
Bachelor of Engineering (B.Eng.), Chemical Engineering, High Honors
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.Sc.), Finance, High Honors
Goldpebble Research August 2012 - Present
Gilani Capital August 2011 - Present
HSBC Securities May 2010 - June 2011
Galleon Group April 2007 - February 2009
Ministry of Finance May 2004 - September 2006
Goldman Sachs June 1999 - March 2004
Citi July 1995 - June 1998
Skills
Equities, Hedge Funds, Fixed Income, Investments, Derivatives, Global Macro, Emerging Markets, FX Options, Portfolio Management, Trading
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (M.B.A.), analytic finance
University of Pennsylvania 1991 — 1995
Bachelor of Engineering (B.Eng.), Chemical Engineering, High Honors
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.Sc.), Finance, High Honors
Jonathan Beer Jonathan Beer's HSBC Securities Experience 2000 - 2007
Job Director at TD Bank Group
Industry Financial Services
Experience
TD Bank Group January 2012 - Present
ANZ May 2010 - December 2011
BGC Partners 2008 - 2009
HSBC Securities 2000 - 2007
Skills
Fixed Income, Credit, Rates, Securities, CDO, CMBS, Bonds, Capital Markets, Derivatives, Trading
Education
University of Bristol 1996 — 2000
BSc, Biological Sciences
Harrow 1990 — 1995
TD Bank Group January 2012 - Present
ANZ May 2010 - December 2011
BGC Partners 2008 - 2009
HSBC Securities 2000 - 2007
Skills
Fixed Income, Credit, Rates, Securities, CDO, CMBS, Bonds, Capital Markets, Derivatives, Trading
Education
University of Bristol 1996 — 2000
BSc, Biological Sciences
Harrow 1990 — 1995
Gary Faulkner Gary Faulkner's HSBC Securities Experience March 2011 - February 2012
Job Senior SCCM Engineer at Fujitsu Technology Solutions
Industry Financial Services
Experience
Fujitsu Technology Solutions January 2014 - Present
RBC August 2012 - Present
Xstrata Nickel February 2012 - August 2012
HSBC Securities March 2011 - February 2012
RBC 2012 - 2012
Tundra Technical Solutions 2005 - 2012
Tundra Technical Solutions 2005 - 2012
Microsoft March 2011 - December 2011
Toronto Hydro January 2008 - February 2009
McCain Foods January 2008 - January 2009
Skills
SSRS, SharePoint, Business Analysis, SCCM, Microsoft SQL Server, SDLC, Active Directory, Databases, Visio, Disaster Recovery, Software Documentation, Microsoft Certified..., Software Installation, Windows Server, Vendor Management
Education
The University of Calgary 1991 — 1994
B.Sc., Computer Science
Sir Sandford Fleming College 1984 — 1987
Computer Science, Computer Science
adam scott collegiate
adam scott collegiate
Fujitsu Technology Solutions January 2014 - Present
RBC August 2012 - Present
Xstrata Nickel February 2012 - August 2012
HSBC Securities March 2011 - February 2012
RBC 2012 - 2012
Tundra Technical Solutions 2005 - 2012
Tundra Technical Solutions 2005 - 2012
Microsoft March 2011 - December 2011
Toronto Hydro January 2008 - February 2009
McCain Foods January 2008 - January 2009
Skills
SSRS, SharePoint, Business Analysis, SCCM, Microsoft SQL Server, SDLC, Active Directory, Databases, Visio, Disaster Recovery, Software Documentation, Microsoft Certified..., Software Installation, Windows Server, Vendor Management
Education
The University of Calgary 1991 — 1994
B.Sc., Computer Science
Sir Sandford Fleming College 1984 — 1987
Computer Science, Computer Science
adam scott collegiate
adam scott collegiate
Bradley Grossman Bradley Grossman's HSBC Securities Experience April 2009 - February 2012
Job Director of Operations
Industry Financial Services
Experience
Parkit Management January 2012 - Present
HSBC Securities April 2009 - February 2012
Murphy & Durieu Inc January 1999 - January 2010
Fleet Securities May 1996 - May 1999
Yamner & Co. October 1992 - February 1996
Skills
Marketing Strategy, Trading, Management, Negotiation, Revenue Analysis, Financial Reporting, Operational Risk..., Public Speaking, Organization Skills, Internal Controls, Inventory Management, Trade Compliance, Risk Management, Investments, Financial Services, Finance, Marketing, Equities
Education
State University of New York at Albany 1988 — 1992
B.S., Economics, 3.3 GPA
Parkit Management January 2012 - Present
HSBC Securities April 2009 - February 2012
Murphy & Durieu Inc January 1999 - January 2010
Fleet Securities May 1996 - May 1999
Yamner & Co. October 1992 - February 1996
Skills
Marketing Strategy, Trading, Management, Negotiation, Revenue Analysis, Financial Reporting, Operational Risk..., Public Speaking, Organization Skills, Internal Controls, Inventory Management, Trade Compliance, Risk Management, Investments, Financial Services, Finance, Marketing, Equities
Education
State University of New York at Albany 1988 — 1992
B.S., Economics, 3.3 GPA
Jarrett Hovland's HSBC Securities Experience April 2010 - January 2012
Job Financial Advisor at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management June 2014 - Present
HSBC October 2012 - June 2014
HSBC January 2012 - September 2012
HSBC Securities April 2010 - January 2012
McLaughlin, Piven, Vogel Securities April 2007 - December 2008
Skills
Series 63, Insurance, Microsoft Excel, Lotus Notes, Bloomberg, FINRA, Loans, Series 7, Series 65, Leadership, Team Building, Teamwork, series 4, Life & Health Insurance..., Written, Mutual Funds, Personal Financial...
Education
SUNY at Buffalo 1999 — 2003
Bachelor of Arts (BA), Communication and Media Studies
HSBC Retail Banking and Wealth Management June 2014 - Present
HSBC October 2012 - June 2014
HSBC January 2012 - September 2012
HSBC Securities April 2010 - January 2012
McLaughlin, Piven, Vogel Securities April 2007 - December 2008
Skills
Series 63, Insurance, Microsoft Excel, Lotus Notes, Bloomberg, FINRA, Loans, Series 7, Series 65, Leadership, Team Building, Teamwork, series 4, Life & Health Insurance..., Written, Mutual Funds, Personal Financial...
Education
SUNY at Buffalo 1999 — 2003
Bachelor of Arts (BA), Communication and Media Studies
Gabriella King Gabriella King's HSBC Securities Experience 2004 - 2006
Job Managing Director, Global Corporate Banking at Merrill Lynch Canada, Bank of America
Industry Financial Services
Experience
Merrill Lynch Canada, Bank of America July 2013 - Present
HSBC July 2006 - June 2013
HSBC Securities 2004 - 2006
Royal Bank of Canada 2001 - 2004
RBC 2000 - 2001
Royal Bank of Canada 1997 - 2000
Skills
Credit, Credit Risk, Credit Analysis, Derivatives, Banking, Strategic Negotiations, Sales, Team Building, Financial Analysis, Equities, Capital Markets, Fixed Income, Risk Management, Financial Markets
Education
CFA Institute
CFA
University of British Columbia
MA, Political Science
University of Guelph
Hons BA, Economics and Political Science
York University - Schulich School of Business
MBA, Finance
Merrill Lynch Canada, Bank of America July 2013 - Present
HSBC July 2006 - June 2013
HSBC Securities 2004 - 2006
Royal Bank of Canada 2001 - 2004
RBC 2000 - 2001
Royal Bank of Canada 1997 - 2000
Skills
Credit, Credit Risk, Credit Analysis, Derivatives, Banking, Strategic Negotiations, Sales, Team Building, Financial Analysis, Equities, Capital Markets, Fixed Income, Risk Management, Financial Markets
Education
CFA Institute
CFA
University of British Columbia
MA, Political Science
University of Guelph
Hons BA, Economics and Political Science
York University - Schulich School of Business
MBA, Finance
Ellen Dutton, CISSP Ellen Dutton, CISSP's HSBC Securities Experience September 2011 - August 2013
Job Sr Consultant for Information Security and Risk at Electronic Data InfoSEC
Industry Information Technology and Services
Experience
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
Jean-Michel Smith Jean-Michel Smith's HSBC Securities Experience 2010 - 2012
Job Senior Linux Engineer at IMC financial markets & asset management
Industry Financial Services
Experience
IMC financial markets & asset management 2012 - Present
HSBC Securities 2010 - 2012
Deutsche Bank AG, London 2008 - 2010
Endeavour Capital May 2007 - December 2008
KC-CO II 1995 - 2006
S.G. Warburg 1993 - 1995
Skills
Solaris, Perl, Linux, Low Latency, Trading Systems, Python, Automation, Puppet, Distill, Performance Tuning, Ruby, Virtualization, Cloud Computing, Integration, Operating Systems, Cluster, Disaster Recovery, Data Center, VMware, Cisco Technologies, High Availability, Salt Stack, Unix, Servers, ITIL
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS, Computer Science, College of Engineering
Illinois State University
Computer Science, 4.0/4.0
IMC financial markets & asset management 2012 - Present
HSBC Securities 2010 - 2012
Deutsche Bank AG, London 2008 - 2010
Endeavour Capital May 2007 - December 2008
KC-CO II 1995 - 2006
S.G. Warburg 1993 - 1995
Skills
Solaris, Perl, Linux, Low Latency, Trading Systems, Python, Automation, Puppet, Distill, Performance Tuning, Ruby, Virtualization, Cloud Computing, Integration, Operating Systems, Cluster, Disaster Recovery, Data Center, VMware, Cisco Technologies, High Availability, Salt Stack, Unix, Servers, ITIL
Education
University of Illinois at Urbana-Champaign 1987 — 1990
BS, Computer Science, College of Engineering
Illinois State University
Computer Science, 4.0/4.0
Thomas Tucker Thomas Tucker's HSBC Securities Experience 2006 - 2008
Job Program Manager at Saab Defense and Security Systems
Industry Program Development
Experience
Saab Defense and Security Systems 2015 - Present
Lockheed Martin 2008 - 2013
HSBC Securities 2006 - 2008
Edward Jones 2003 - 2006
Acterna Inc. 2000 - 2002
Philips Broadband Networks Inc. 1995 - 2000
Laser Precision Corporation 1991 - 1995
New York Telephone 1985 - 1990
O'Brien & Gere 1982 - 1985
Skills
Program Management, Project Management, Product Management, DoD, Financial Advisor, Technical Writing, Cross-functional Team..., Management, Engineering, Manufacturing, Training, Requirements Management, Product Development, Process Improvement, Business Development, Strategy, Engineering Management, Six Sigma, Telecommunications, Systems Engineering
Education
Syracuse University
Bachelor's Degree, Mechanical Engineering
Syracuse University
Bachelor of Science (B.S.)
Saab Defense and Security Systems 2015 - Present
Lockheed Martin 2008 - 2013
HSBC Securities 2006 - 2008
Edward Jones 2003 - 2006
Acterna Inc. 2000 - 2002
Philips Broadband Networks Inc. 1995 - 2000
Laser Precision Corporation 1991 - 1995
New York Telephone 1985 - 1990
O'Brien & Gere 1982 - 1985
Skills
Program Management, Project Management, Product Management, DoD, Financial Advisor, Technical Writing, Cross-functional Team..., Management, Engineering, Manufacturing, Training, Requirements Management, Product Development, Process Improvement, Business Development, Strategy, Engineering Management, Six Sigma, Telecommunications, Systems Engineering
Education
Syracuse University
Bachelor's Degree, Mechanical Engineering
Syracuse University
Bachelor of Science (B.S.)
Gregg Jensen Gregg Jensen's HSBC Securities Experience May 2013 - April 2014
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities April 2014 - Present
HSBC Securities May 2013 - April 2014
HSBC July 2009 - April 2013
AXA Advisors, LLC September 2006 - July 2009
US Border Patrol March 2002 - November 2005
Kaufmann's Department Stores March 2000 - March 2002
Skills
Financial Planning, Insurance, Investments, Banking, Asset Management, Customer Relations, Strategic Planning, Strategic Financial..., Sales, Negotiation, Team Building, Customer Service, New Business Development, Finance, Time Management, Analysis, CRM, Leadership, Mutual Funds
Education
State University of New York at Buffalo 1996 — 2000
BS, Psychology
Hamburg High School 1992 — 1996
M&T Securities April 2014 - Present
HSBC Securities May 2013 - April 2014
HSBC July 2009 - April 2013
AXA Advisors, LLC September 2006 - July 2009
US Border Patrol March 2002 - November 2005
Kaufmann's Department Stores March 2000 - March 2002
Skills
Financial Planning, Insurance, Investments, Banking, Asset Management, Customer Relations, Strategic Planning, Strategic Financial..., Sales, Negotiation, Team Building, Customer Service, New Business Development, Finance, Time Management, Analysis, CRM, Leadership, Mutual Funds
Education
State University of New York at Buffalo 1996 — 2000
BS, Psychology
Hamburg High School 1992 — 1996
Barbara Gray Barbara Gray's HSBC Securities Experience 1996 - 1998
Job Analyst & Strategy Consultant, Brady Capital Research
Industry Financial Services
Experience
Brady Capital Research January 2011 - Present
Dixon Mitchell Investment Counsel 2012 - 2013
Odlum Brown Limited 2008 - 2010
Blackmont Capital 2003 - 2008
Deutsche Bank Securities 2000 - 2002
Scotia Capital Inc. 1999 - 2000
HSBC Securities 1996 - 1998
Equity Research Associates 1994 - 1996
Skills
Investments, Equity Research, Financial Modeling, Equities, Portfolio Management, Capital Markets, Asset Managment, Hedge Funds, Valuation, Investment Strategies, Financial Services, Strategy, Investment Management, Finance, Mergers & Acquisitions, Equity Valuation, Bloomberg, Corporate Finance, Economics, Fixed Income, Securities, Asset Management, Private Equity, Wealth Management
Education
Chartered Financial Analyst
CFA
The University of British Columbia 1989 — 1993
Bachelor of Commerce, Finance
Brady Capital Research January 2011 - Present
Dixon Mitchell Investment Counsel 2012 - 2013
Odlum Brown Limited 2008 - 2010
Blackmont Capital 2003 - 2008
Deutsche Bank Securities 2000 - 2002
Scotia Capital Inc. 1999 - 2000
HSBC Securities 1996 - 1998
Equity Research Associates 1994 - 1996
Skills
Investments, Equity Research, Financial Modeling, Equities, Portfolio Management, Capital Markets, Asset Managment, Hedge Funds, Valuation, Investment Strategies, Financial Services, Strategy, Investment Management, Finance, Mergers & Acquisitions, Equity Valuation, Bloomberg, Corporate Finance, Economics, Fixed Income, Securities, Asset Management, Private Equity, Wealth Management
Education
Chartered Financial Analyst
CFA
The University of British Columbia 1989 — 1993
Bachelor of Commerce, Finance
Stefanie Stannard, JD's HSBC Securities Experience September 2013 - Present
Job US Head of Sales Quality RBWM
Industry Financial Services
Experience
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
John Woodbyrne John Woodbyrne's HSBC Securities Experience June 1992 - February 2000
Job SVP at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman February 2009 - Present
lehman brothers asset mngt June 2007 - March 2009
GEAM March 2000 - June 2007
HSBC Securities June 1992 - February 2000
Credit Lyonnais February 1990 - June 1992
Skills
Fixed Income, Derivatives, Trading, Options, Bonds, Portfolio Management, FX Options, Investment Banking, Emerging Markets, Swaps, Securities, Series 7
Education
The University of Connecticut 2002 — 2006
BS, Economics
Neuberger Berman February 2009 - Present
lehman brothers asset mngt June 2007 - March 2009
GEAM March 2000 - June 2007
HSBC Securities June 1992 - February 2000
Credit Lyonnais February 1990 - June 1992
Skills
Fixed Income, Derivatives, Trading, Options, Bonds, Portfolio Management, FX Options, Investment Banking, Emerging Markets, Swaps, Securities, Series 7
Education
The University of Connecticut 2002 — 2006
BS, Economics
Tim Ray, B.Com, CIM Tim Ray, B.Com, CIM's HSBC Securities Experience January 2003 - March 2010
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy March 2010 - Present
HSBC Securities January 2003 - March 2010
CIBC Wood Gundy, Private Client Investments April 1994 - January 2003
Skills
Mutual Funds, Bonds, Equities, Estate and Financial..., Alternative Investments, Option Strategies, Income Investing, Tax Reduction Strategies, Options Strategies, Portfolio Management, Tax, Strategic Financial..., Investments, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Securities, High Net Worth..., Investment Management, Derivatives, Retirement Planning, Wealth Management..., Financial Markets, Capital Markets, Wealth Management, Wealth, ETFs, Investor Relations, Options, Hedge Funds, Retirement, Financial Advisory, Asset Management, Financial Planning, Financial Services, Risk Management, Financial Analysis, Financial Modeling, Valuation, Private Equity, Relationship Management
Education
The University of British Columbia 1989 — 1992
Bachelor of Commerce (B.Com.), International Finance
CIBC Wood Gundy March 2010 - Present
HSBC Securities January 2003 - March 2010
CIBC Wood Gundy, Private Client Investments April 1994 - January 2003
Skills
Mutual Funds, Bonds, Equities, Estate and Financial..., Alternative Investments, Option Strategies, Income Investing, Tax Reduction Strategies, Options Strategies, Portfolio Management, Tax, Strategic Financial..., Investments, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Securities, High Net Worth..., Investment Management, Derivatives, Retirement Planning, Wealth Management..., Financial Markets, Capital Markets, Wealth Management, Wealth, ETFs, Investor Relations, Options, Hedge Funds, Retirement, Financial Advisory, Asset Management, Financial Planning, Financial Services, Risk Management, Financial Analysis, Financial Modeling, Valuation, Private Equity, Relationship Management
Education
The University of British Columbia 1989 — 1992
Bachelor of Commerce (B.Com.), International Finance
Greg Corkett Greg Corkett's HSBC Securities Experience 2006 - 2008
Job Consultant at Residential Mortgage Advisory
Industry Financial Services
Experience
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Residential Mortgage Advisory 2009 - Present
HSBC Securities 2006 - 2008
Consultant 2004 - 2006
Rosetta Partners 1999 - 2003
Nomura 1998 - 1999
First Annapolis Consulting 1996 - 1998
Merrill Lynch 1994 - 1996
Lehman Brothers 1987 - 1994
Merrill Lynch 1984 - 1987
Skills
Strategic Planning, Risk Management, Foreclosure Mitigation, Mortgage Operations, Securitization, Mortgage, Capital Markets, Fixed Income, Financial Modeling, Mortgage Lending, Portfolio Management, Equities, Credit Analysis, Foreclosures, Mortgage Marketing, Valuation, Securities, Finance, Structured Finance, Credit Risk, Hedge Funds, Financial Services, Investments, Financial Analysis, Trading, Mergers & Acquisitions, Derivatives, Market Risk, Investment Banking, Restructuring, Strategy
Education
The University of Chicago 1982 — 1984
MBA, International Finance
University of California, Berkeley 1980 — 1982
BS, Business Administration
Jordan Czeizler Jordan Czeizler's HSBC Securities Experience July 2006 - April 2009
Job Managing Director at CoMetrics Partners LLC
Industry Logistics and Supply Chain
Experience
CoMetrics Partners LLC May 2009 - Present
HSBC Securities July 2006 - April 2009
J.P. Morgan Securities Inc. March 2004 - June 2006
JPMorgan Chase Bank August 2001 - March 2004
Skills
Investment Banking, Financial Analysis, Corporate Finance
Education
The George Washington University 1997 — 2001
BBA, Business Economics & Public Policy
Livingston High School
CoMetrics Partners LLC May 2009 - Present
HSBC Securities July 2006 - April 2009
J.P. Morgan Securities Inc. March 2004 - June 2006
JPMorgan Chase Bank August 2001 - March 2004
Skills
Investment Banking, Financial Analysis, Corporate Finance
Education
The George Washington University 1997 — 2001
BBA, Business Economics & Public Policy
Livingston High School
Christopher Shultz Christopher Shultz's HSBC Securities Experience 2006 - 2011
Job Securities law subject matter expert
Industry Capital Markets
Experience
Portfolio Aid Inc. November 2013 - Present
HSBC Securities 2006 - 2011
HSBC Securities 2003 - 2006
Skills
Economics, Equity Capital Markets, Financial Services, Banking, Equities, Securities, Fixed Income, Capital Markets, Bloomberg, Investments, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Asset Management, Mutual Funds, Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Derivatives
Education
University of Exeter 2011 — 2013
Bachelor of Laws (LL.B.), Law
University of Toronto - University of Trinity College 1999 — 2003
Honours Bachelor of Arts, International Relations and Affairs
High School
Portfolio Aid Inc. November 2013 - Present
HSBC Securities 2006 - 2011
HSBC Securities 2003 - 2006
Skills
Economics, Equity Capital Markets, Financial Services, Banking, Equities, Securities, Fixed Income, Capital Markets, Bloomberg, Investments, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Asset Management, Mutual Funds, Investment Advisory, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Derivatives
Education
University of Exeter 2011 — 2013
Bachelor of Laws (LL.B.), Law
University of Toronto - University of Trinity College 1999 — 2003
Honours Bachelor of Arts, International Relations and Affairs
High School
Ramon Bong Ramon Bong's HSBC Securities Experience June 2005 - April 2010
Job Supply Chain Management Professional
Industry Logistics and Supply Chain
Experience
Humber College January 2014 - July 2014
HSBC Securities (Canada) Inc May 2010 - April 2012
HSBC Securities June 2005 - April 2010
HSBC Securities January 2002 - June 2005
HSBC Securities April 2002 - June 2002
HSBC Securities April 2000 - January 2002
HSBC Bank of Canada January 1998 - January 2000
Skills
Leadership, Customer Service, Microsoft Excel, Team Leadership, Training, Microsoft Word, PowerPoint, Outlook, Risk Management, English, Strategic Planning, Research, Windows, Supply Chain Management, Supply Chain Operations, Demand Supply Planning, Logistics Management, Public Speaking, Negotiation, Microsoft Office
Education
TERP 10 - SAP ERP 2014 — 2014
SAP ERP Certification, Supply Chain Management - Integrated Business Processes
Humber Institute of Applied Technology 2014 — 2014
Post Graduate Certificate, Supply Chain Management
University of Michigan 1992 — 1997
Master's degree, Pharmaceutical Sciences
University of California, Santa Cruz 1988 — 1992
Bachelor of Arts (B.A.), Biology, General
Humber College January 2014 - July 2014
HSBC Securities (Canada) Inc May 2010 - April 2012
HSBC Securities June 2005 - April 2010
HSBC Securities January 2002 - June 2005
HSBC Securities April 2002 - June 2002
HSBC Securities April 2000 - January 2002
HSBC Bank of Canada January 1998 - January 2000
Skills
Leadership, Customer Service, Microsoft Excel, Team Leadership, Training, Microsoft Word, PowerPoint, Outlook, Risk Management, English, Strategic Planning, Research, Windows, Supply Chain Management, Supply Chain Operations, Demand Supply Planning, Logistics Management, Public Speaking, Negotiation, Microsoft Office
Education
TERP 10 - SAP ERP 2014 — 2014
SAP ERP Certification, Supply Chain Management - Integrated Business Processes
Humber Institute of Applied Technology 2014 — 2014
Post Graduate Certificate, Supply Chain Management
University of Michigan 1992 — 1997
Master's degree, Pharmaceutical Sciences
University of California, Santa Cruz 1988 — 1992
Bachelor of Arts (B.A.), Biology, General
Mohan Mahimtura Mohan Mahimtura's HSBC Securities Experience September 2001 - November 2008
Job Director at SMBC, Head of Chemicals & Materials
Industry Banking
Smita Davis Smita Davis's HSBC Securities Experience November 2007 - May 2008
Job Procurement Manager at Brinks Inc.
Industry Financial Services
Experience
Brink’s November 2012 - Present
Brink’s November 2012 - September 2013
Brink’s May 2011 - November 2012
Mission Arlington Inc. June 2010 - December 2010
Valuescope Inc. March 2010 - May 2010
HSBC Securities November 2007 - May 2008
HSBC 2005 - 2008
HSBC Mortgage Services May 2005 - October 2007
Skills
Leadership, Banking, Finance, Management, Financial Analysis, Valuation, Process Improvement, Risk Management, Business Analysis, Procurement, Vendor Management, Training, Budgets, Project Management, Strategic Planning, Operations Management, Management Consulting, Change Management, Team Building, Purchasing
Education
Dallas Baptist University 2008 — 2009
MBA, Finance
London School of Economics and Political Science 2002 — 2005
Bsc Banking and Finance
University of Calcutta 2002 — 2005
BCom, Accounting
Padworth International College 2000 — 2002
"A" Levels, Economics, Accounting, Law, French, Math & Stats
Calcutta International School 1987 — 2000
"O" Levels
Alliance Francais 1995 — 1998
Diploma, French
Brink’s November 2012 - Present
Brink’s November 2012 - September 2013
Brink’s May 2011 - November 2012
Mission Arlington Inc. June 2010 - December 2010
Valuescope Inc. March 2010 - May 2010
HSBC Securities November 2007 - May 2008
HSBC 2005 - 2008
HSBC Mortgage Services May 2005 - October 2007
Skills
Leadership, Banking, Finance, Management, Financial Analysis, Valuation, Process Improvement, Risk Management, Business Analysis, Procurement, Vendor Management, Training, Budgets, Project Management, Strategic Planning, Operations Management, Management Consulting, Change Management, Team Building, Purchasing
Education
Dallas Baptist University 2008 — 2009
MBA, Finance
London School of Economics and Political Science 2002 — 2005
Bsc Banking and Finance
University of Calcutta 2002 — 2005
BCom, Accounting
Padworth International College 2000 — 2002
"A" Levels, Economics, Accounting, Law, French, Math & Stats
Calcutta International School 1987 — 2000
"O" Levels
Alliance Francais 1995 — 1998
Diploma, French
Chris Del Bene Chris Del Bene's HSBC Securities Experience June 2006 - August 2007
Job Investment Advisor
Industry Investment Management
Experience
JPMorgan Chase September 2007 - Present
HSBC Securities June 2006 - August 2007
BNY Investment Center 1998 - 2006
Education
University at Albany, SUNY 1989 — 1993
BA, Economics
JPMorgan Chase September 2007 - Present
HSBC Securities June 2006 - August 2007
BNY Investment Center 1998 - 2006
Education
University at Albany, SUNY 1989 — 1993
BA, Economics
Douglas Foulsham Douglas Foulsham's HSBC Securities Experience 1996 - 2002
Job Senior Vice President; Imperial Capital Group, LLC.
Industry Executive Office
Experience
Imperial Capital Group, LLC April 2014 - April 2015
Strategic Energy Research and Capital December 2006 - April 2014
Pritchard Capital Partners 2002 - 2006
HSBC Securities 1996 - 2002
LaBranche & Co. 1992 - 1995
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Investments, Investment Banking, Private Equity, FINRA, Valuation, Equity Research, Series 63, Corporate Finance, Trading, Asset Managment, Due Diligence, Bloomberg, Asset Management
Education
Syracuse University 1979 — 1983
BA, Economics/Philososphy
AI DuPont
Imperial Capital Group, LLC April 2014 - April 2015
Strategic Energy Research and Capital December 2006 - April 2014
Pritchard Capital Partners 2002 - 2006
HSBC Securities 1996 - 2002
LaBranche & Co. 1992 - 1995
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Investments, Investment Banking, Private Equity, FINRA, Valuation, Equity Research, Series 63, Corporate Finance, Trading, Asset Managment, Due Diligence, Bloomberg, Asset Management
Education
Syracuse University 1979 — 1983
BA, Economics/Philososphy
AI DuPont
Diane DiTondo Diane DiTondo's HSBC Securities Experience September 1989 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities September 1989 - Present
Skills
Project Manager-..., SME for Wealth..., Product Due Diligence
Education
State University of New York at Buffalo 1986 — 1988
MBA, Finance, Marketing
State University of New York at Buffalo 1982 — 1986
BS, Marketing
HSBC Securities September 1989 - Present
Skills
Project Manager-..., SME for Wealth..., Product Due Diligence
Education
State University of New York at Buffalo 1986 — 1988
MBA, Finance, Marketing
State University of New York at Buffalo 1982 — 1986
BS, Marketing
Dawna Larson Dawna Larson's HSBC Securities Experience September 2007 - January 2013
Job Investment Associate National Bank Wealth Management
Industry Financial Services
Experience
National Bank Wealth Management January 2013 - Present
HSBC Securities September 2007 - January 2013
CIBC Wood Gundy August 1996 - March 2006
CIBC October 1987 - August 1996
Education
University of Alberta
Human Resources Management
National Bank Wealth Management January 2013 - Present
HSBC Securities September 2007 - January 2013
CIBC Wood Gundy August 1996 - March 2006
CIBC October 1987 - August 1996
Education
University of Alberta
Human Resources Management
Alexander Steele Bacon's HSBC Securities Experience November 2013 - May 2015
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Morgan Stanley May 2015 - Present
HSBC Securities November 2013 - May 2015
Citibank April 2011 - November 2013
Morgan Stanley Private Wealth Management Latin America 2010 - 2011
Fishbowl Sandals, LLC May 2009 - June 2010
AXA Equitable September 2008 - December 2008
Citi Smith Barney May 2008 - August 2008
Legg Mason & Company, LLC May 2006 - August 2006
Skills
Investments, Portfolio Management, Finance, Competitive Analysis, Wealth Management, Sales, Entrepreneurship, Sales Management, Securities, Equities, Leadership, Merchandising, Team Building, Mutual Funds, Sourcing, Spanish, Public Speaking, Selling, Bloomberg, Fixed Income, Banking, Alternative Investments, Networking, Social Networking, CRM, Market Research, 401k Rollovers, Traditional IRA, Roth IRA, Asian Markets, European Markets, Latin American markets, Hedge Funds, Social Media
Education
Trinity College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Hispanic Studies
Trinity College 2004 — 2008
Bachelor of Arts, Economics; Hispanic Studies/ Spanish Language
Trinity College-Hartford 2004 — 2008
BA, Economics
St. Paul's School
Augusto Granitto Augusto Granitto's HSBC Securities Experience June 2013 - August 2013
Job Analyst at Mitsubishi UFJ Financial Group, Inc.
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group, Inc. November 2014 - Present
The George Washington University School of Business October 2012 - December 2013
HSBC Securities June 2013 - August 2013
The George Washington University School of Business March 2013 - May 2013
Sabadell United Bank May 2012 - August 2012
Skills
Banking, Financial Modeling, Capital Markets, Credit Analysis, Economics, Data Analysis, Research, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Finance
Education
The George Washington University - School of Business
B.B.A., Finance and Business Economics & Public Policy, Minor: Statistics, Magna Cum Laude
Mitsubishi UFJ Financial Group, Inc. November 2014 - Present
The George Washington University School of Business October 2012 - December 2013
HSBC Securities June 2013 - August 2013
The George Washington University School of Business March 2013 - May 2013
Sabadell United Bank May 2012 - August 2012
Skills
Banking, Financial Modeling, Capital Markets, Credit Analysis, Economics, Data Analysis, Research, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Finance
Education
The George Washington University - School of Business
B.B.A., Finance and Business Economics & Public Policy, Minor: Statistics, Magna Cum Laude
Rachel DeDomenico's HSBC Securities Experience August 1999 - September 2000
Job Private Bank Relationship Manager at KeyBank
Industry Pharmaceuticals
Experience
KeyBank January 2012 - Present
Pfizer Pharmaceuticals March 2008 - November 2011
HSBC Bank September 2000 - October 2007
HSBC Securities August 1999 - September 2000
Notre Dame Federal Credit Union 1995 - 1997
Skills
Leadership Development, Employee Training, Cross-functional Team..., Strategy, Leadership, Training, Management, Change Management, Sales, Business Strategy, Key Account Management, Strategic Planning, Wealth Management, Sales Management, Account Management, Product Launch, Coaching, Executive Management, Customer Satisfaction, Sales Operations, Business Development, Pharmaceutical Sales, New Business Development, Selling Skills, Finance, Team Building, Negotiation, Sales Process, Marketing, Business Planning, Budgets, Selling
Education
University of Evansville 1987 — 1991
Bachelor of Science, Finance and Economics/Marketing
Bishop Luers 1983 — 1987
KeyBank January 2012 - Present
Pfizer Pharmaceuticals March 2008 - November 2011
HSBC Bank September 2000 - October 2007
HSBC Securities August 1999 - September 2000
Notre Dame Federal Credit Union 1995 - 1997
Skills
Leadership Development, Employee Training, Cross-functional Team..., Strategy, Leadership, Training, Management, Change Management, Sales, Business Strategy, Key Account Management, Strategic Planning, Wealth Management, Sales Management, Account Management, Product Launch, Coaching, Executive Management, Customer Satisfaction, Sales Operations, Business Development, Pharmaceutical Sales, New Business Development, Selling Skills, Finance, Team Building, Negotiation, Sales Process, Marketing, Business Planning, Budgets, Selling
Education
University of Evansville 1987 — 1991
Bachelor of Science, Finance and Economics/Marketing
Bishop Luers 1983 — 1987
Christopher Darley Christopher Darley's HSBC Securities Experience 2005 - 2007
Job Director of Portfolio Advisory & Acquisitions ► Investment Management ♦ Business Startups .,
Industry Education Management
Experience
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Holgate Securities, Ltd., 2009 - Present
SunTrust 2007 - 2010
HSBC Securities 2005 - 2007
Bank of America 2002 - 2005
Merrill Lynch 1996 - 2002
UBS Investment Bank 1993 - 1996
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Trading, Hedge Funds, Investments, Strategic Planning, Change Management, Client Relations, Project Management, Presentations, Marketing, International Business..., Deal Development &..., Sales, Budgeting, Business Startups, Corporate Communications, Financial Consulting, Management Consulting, Product Development &..., Product Promotion, Debt Origination, Debt Restructuring, Deriviatives, Credit Facilities..., Fixed Income & Fixed..., Client Relationship..., Corporate Relationship..., Business Turn-arounds, Structured Financing, Business Model..., Organizational..., Debt Financing..., Bridge Loans, Market Analysis, Financial Portfolio..., Capital Allocations, REITs & Real Estate..., Investment Management, Business Partnering, Investor Relationship..., Management Reporting, Policy Development &..., Regulatory Compliance, Talent Management, Performance Management..., Team Leadership &..., Professional Staffing
Education
University of Cambridge 1987 — 1990
MA, Economics
King's School, Canterbury 1982 — 1987
Laura Bentzien, CFA Laura Bentzien, CFA's HSBC Securities Experience July 2006 - September 2007
Job Vice President, Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Northwestern Mutual Capital January 2008 - June 2010
HSBC Securities July 2006 - September 2007
Skills
Fixed Income, Investments, Equities, Trading, Financial Services, Sales, Account Management, Financial Modeling, Valuation, Portfolio Management, Insurance, Financial Analysis, Bloomberg, ABS, Asset Management, Series 7, Alternative Investments, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
B.S.B, Finance
University of Minnesota-Twin Cities
PIMCO August 2012 - Present
PIMCO June 2011 - August 2011
Northwestern Mutual Capital January 2008 - June 2010
HSBC Securities July 2006 - September 2007
Skills
Fixed Income, Investments, Equities, Trading, Financial Services, Sales, Account Management, Financial Modeling, Valuation, Portfolio Management, Insurance, Financial Analysis, Bloomberg, ABS, Asset Management, Series 7, Alternative Investments, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Minnesota - Carlson School of Management 2002 — 2006
B.S.B, Finance
University of Minnesota-Twin Cities
Craig Weingard Craig Weingard's HSBC Securities Experience October 2004 - May 2007
Job Vice President/ Compliance Exam Manager
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2012 - Present
Piro/Ogilvy April 2012 - October 2012
Credit Suisse May 2007 - April 2012
HSBC Securities October 2004 - May 2007
Lehman Brothers Inc. Trustee September 1997 - October 2004
Skills
Capital Markets, Financial Services, Hedge Funds, Securities, Investment Banking, Equities, Series 7, Banking, Loans, Alternative Investments, Relationship Management, Private Equity, Portfolio Management, Mutual Funds, Credit, Financial Markets, Trading, Investments, Asset Managment, Fixed Income
Education
University at Buffalo
Bachelor of Science, Business Mangement with a concentration in Marketing
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2012 - Present
Piro/Ogilvy April 2012 - October 2012
Credit Suisse May 2007 - April 2012
HSBC Securities October 2004 - May 2007
Lehman Brothers Inc. Trustee September 1997 - October 2004
Skills
Capital Markets, Financial Services, Hedge Funds, Securities, Investment Banking, Equities, Series 7, Banking, Loans, Alternative Investments, Relationship Management, Private Equity, Portfolio Management, Mutual Funds, Credit, Financial Markets, Trading, Investments, Asset Managment, Fixed Income
Education
University at Buffalo
Bachelor of Science, Business Mangement with a concentration in Marketing
David Bednarczyk David Bednarczyk's HSBC Securities Experience February 2008 - August 2010
Job Vice President, Fixed Income Trader at Bank Leumi
Industry Capital Markets
Experience
Bank Leumi January 2014 - Present
Investment Placement Group April 2013 - January 2014
HSBC CORP. LTD August 2010 - February 2012
HSBC Securities February 2008 - August 2010
HSBC Securities May 2006 - February 2008
Skills
Microsoft Office, Bloomberg Terminal, LATAM, Credit Derivatives, Fixed Income, Corporate Credit, FX trading, Bond Markets, Emerging Markets, Building Relationships, Interest Rate..., Futures Trading, Bonds, FX Options, Derivatives, Trading, Financial Markets, Capital Markets, Bloomberg, Equities, Financial Risk, Investment Banking, Securities, Swaps
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Finance
Officer of Financial Management Association
Upper Moreland High School
Bank Leumi January 2014 - Present
Investment Placement Group April 2013 - January 2014
HSBC CORP. LTD August 2010 - February 2012
HSBC Securities February 2008 - August 2010
HSBC Securities May 2006 - February 2008
Skills
Microsoft Office, Bloomberg Terminal, LATAM, Credit Derivatives, Fixed Income, Corporate Credit, FX trading, Bond Markets, Emerging Markets, Building Relationships, Interest Rate..., Futures Trading, Bonds, FX Options, Derivatives, Trading, Financial Markets, Capital Markets, Bloomberg, Equities, Financial Risk, Investment Banking, Securities, Swaps
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Finance
Officer of Financial Management Association
Upper Moreland High School
Alexander Malvone's HSBC Securities Experience June 2010 - August 2010
Job Associate at FTV Capital
Industry Financial Services
Experience
FTV Capital September 2013 - Present
Citi June 2011 - August 2013
HSBC Securities June 2010 - August 2010
Graham Partners May 2009 - July 2009
Skills
Financial Analysis, Valuation, Accounting, Excel, PowerPoint, VBA, Spanish
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance, Accounting
Universidad de 'San Andrés' 2009 — 2009
Exchange Student, Business
FTV Capital September 2013 - Present
Citi June 2011 - August 2013
HSBC Securities June 2010 - August 2010
Graham Partners May 2009 - July 2009
Skills
Financial Analysis, Valuation, Accounting, Excel, PowerPoint, VBA, Spanish
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance, Accounting
Universidad de 'San Andrés' 2009 — 2009
Exchange Student, Business
Adrienne Rothstein Grace Adrienne Rothstein Grace's HSBC Securities Experience July 2007 - November 2008
Job Financial Transitions Planner; Certified Divorce Financial Analyst
Industry Financial Services
Experience
ARG Transitions Planner/ Davis Financial January 2014 - Present
Girl Scout Council of WNY 2013 - 2015
The Buffalo Agency, MassMutual Financial Services July 2010 - January 2014
MassMutual Financial Group July 2010 - January 2014
Landmark Education 2004 - 2012
Metropolitan Life Insurance Company November 2008 - July 2010
HSBC Securities July 2007 - November 2008
Citicorp Investment Services 1997 - 2007
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Finance, Investments, Retirement Planning, Financial Services, Small Business, Insurance, Estate Planning, Securities, Financial Planners, Retirement, Mutual Funds, Financial Analysis, Investment Advisory, Financial Planning, Personal Finance, Marketing, Budgets, Life Transitions
Education
College for Financial Planning
CFP, Financial Planning
American University
MA, with Distinction, Spanish Studies
State University of New York at Buffalo
BA, Magna cum Laude, Spanish, Minor Linguistics
Oceanside High School
ARG Transitions Planner/ Davis Financial January 2014 - Present
Girl Scout Council of WNY 2013 - 2015
The Buffalo Agency, MassMutual Financial Services July 2010 - January 2014
MassMutual Financial Group July 2010 - January 2014
Landmark Education 2004 - 2012
Metropolitan Life Insurance Company November 2008 - July 2010
HSBC Securities July 2007 - November 2008
Citicorp Investment Services 1997 - 2007
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Finance, Investments, Retirement Planning, Financial Services, Small Business, Insurance, Estate Planning, Securities, Financial Planners, Retirement, Mutual Funds, Financial Analysis, Investment Advisory, Financial Planning, Personal Finance, Marketing, Budgets, Life Transitions
Education
College for Financial Planning
CFP, Financial Planning
American University
MA, with Distinction, Spanish Studies
State University of New York at Buffalo
BA, Magna cum Laude, Spanish, Minor Linguistics
Oceanside High School
Shaun Bensol's HSBC Securities Experience February 2014 - Present
Job
Industry Financial Services
Experience
HSBC Securities February 2014 - Present
i.TV January 2013 - Present
Skills
Digital Media, Social Media, Integrated Marketing, Media Strategy, Digital Strategy, Digital Marketing, Marketing, Series 7, Series 63, Salesforce.com
Education
Syracuse University 2000 — 2004
BS, Television Radio & Film
HSBC Securities February 2014 - Present
i.TV January 2013 - Present
Skills
Digital Media, Social Media, Integrated Marketing, Media Strategy, Digital Strategy, Digital Marketing, Marketing, Series 7, Series 63, Salesforce.com
Education
Syracuse University 2000 — 2004
BS, Television Radio & Film
Brian Thomasch Brian Thomasch's HSBC Securities Experience December 2010 - Present
Job Vice President, M&A at HSBC Securities
Industry Investment Banking
Experience
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
HSBC Securities December 2010 - Present
Merriman Capital, Inc. August 2007 - November 2010
Morgan Stanley February 2006 - May 2006
ELCO Management June 2005 - July 2005
Skills
Investment Banking, Valuation, Financial Modeling, Private Placements, Private Equity, Financial Analysis, Corporate Finance, Mergers, Mergers & Acquisitions, Due Diligence, Equities, Capital Markets, Bloomberg, Hedge Funds, Emerging Markets, Equity Research, Investments
Education
University of Southern California 2003 — 2007
BS, Business Administration
The London School of Economics and Political Science (LSE) 2006 — 2006
The Lawrenceville School 2000 — 2003
Mustapha Belquas Mustapha Belquas's HSBC Securities Experience September 2005 - February 2009
Job Independant Consultant
Industry Information Technology and Services
Experience
Independant consultant January 2015 - Present
Flextrack Inc September 2014 - January 2015
CIBC April 2014 - September 2014
Procase Consulting September 2012 - March 2014
TFO February 2010 - August 2012
FFCN - Swiftkicx April 2009 - August 2009
HSBC securities September 2005 - February 2009
TFO 2009 - 2009
KiSP Inc September 1997 - September 2005
Skills
Microsoft Technologies, .NET, Microsoft SQL Server, TFS, C#, T-SQL, ASP.NET, ASP.NET MVC, jQuery UI, WCF, JavaScript, Web Development, jQuery, Web Services, Software Development, Databases, XML, SQL, VB.NET, LINQ, SharePoint, SDLC, SOA, Visual Studio, Web Applications, ASP, Visual Basic, CSS, MySQL, WPF, MVC, HTML, Java, HTML 5, NUnit, DB2, IIS, Visio, SSRS, XSLT, SSIS, Test Driven Development, ADO.NET, Agile Methodologies, Entity Framework, XSL
Education
The institute for computer studies 1996 — 1997
Computer prgramming and Systems Analysis Diploma, Computer Programming
Université Hassan II Aïn Chock de Casablanca 1984 — 1988
Bachelor's degree, Mathematics
Independant consultant January 2015 - Present
Flextrack Inc September 2014 - January 2015
CIBC April 2014 - September 2014
Procase Consulting September 2012 - March 2014
TFO February 2010 - August 2012
FFCN - Swiftkicx April 2009 - August 2009
HSBC securities September 2005 - February 2009
TFO 2009 - 2009
KiSP Inc September 1997 - September 2005
Skills
Microsoft Technologies, .NET, Microsoft SQL Server, TFS, C#, T-SQL, ASP.NET, ASP.NET MVC, jQuery UI, WCF, JavaScript, Web Development, jQuery, Web Services, Software Development, Databases, XML, SQL, VB.NET, LINQ, SharePoint, SDLC, SOA, Visual Studio, Web Applications, ASP, Visual Basic, CSS, MySQL, WPF, MVC, HTML, Java, HTML 5, NUnit, DB2, IIS, Visio, SSRS, XSLT, SSIS, Test Driven Development, ADO.NET, Agile Methodologies, Entity Framework, XSL
Education
The institute for computer studies 1996 — 1997
Computer prgramming and Systems Analysis Diploma, Computer Programming
Université Hassan II Aïn Chock de Casablanca 1984 — 1988
Bachelor's degree, Mathematics
Gage Houser Gage Houser's HSBC Securities Experience February 2004 - January 2008
Job VP at Hutchinson Capital
Industry Financial Services
Experience
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Jihong Kim Jihong Kim's HSBC Securities Experience June 2008 - August 2008
Job Investment Manager at Samsung Ventures America
Industry Venture Capital & Private Equity
Experience
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Samsung Ventures America June 2012 - Present
SFG Asset Advisors September 2009 - May 2012
JMP Securities February 2009 - September 2009
HSBC Securities June 2008 - August 2008
PricewaterhouseCoopers 2005 - 2007
Skills
Financial Modeling, Valuation, Equity Research, Investments, Investment Banking, Research, Equity Valuation, Equities, Asset Managment, Bloomberg, Financial Analysis, Business Valuation, Due Diligence, Business Analysis, Management Consulting, Portfolio Management, Business Strategy, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance / Accounting
University of California, Berkeley 1996 — 2001
BS, Electrical Engineering Computer Science
Kenneth A. Goodwin Jr., MBA's HSBC Securities Experience January 2013 - April 2014
Job Dodd Frank Act SME | Risk and Compliance Management| Banking and Capital Markets | Author at Global Advisory Firm
Industry Capital Markets
Experience
Jeanensis Capital Markets May 2015 - Present
Grant Thornton LLP April 2014 - 2015
HSBC Securities January 2013 - April 2014
Royal Bank of Scotland September 2011 - December 2012
Hudson County Community College January 2008 - August 2011
The Federal Reserve Bank of New York August 2000 - 2010
Bank of Japan, Tokyo Stock Exchange, Japan FSA and DIET September 2004 - September 2006
Skills
Capital Markets, Risk Management, Finance, Derivatives, Financial Risk, Financial Services, Equities, Bonds, Banking, Trading, Analysis, Due Diligence, Corporate Finance, Fixed Income, Basel II, FX Options, Hedge Funds, Asset Management, Credit Risk, Business Development, Investments, Emerging Markets, Enterprise Risk..., Structured Products, Operational Risk..., Securities, Market Risk, Operational Risk, Private Equity, Credit, Credit Derivatives, Equity Derivatives, Project Finance, Financial Institutions, Private Banking, Economics, Venture Capital, Executive Management, Risk, FX, Dodd-Frank, Volcker Rule, CCAR-DFAST, Foreign Direct..., Cross-border..., Cross Border Investment..., Public Speaking, Compliance Training, Global Regulatory..., Fundraising
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA
Jeanensis Capital Markets May 2015 - Present
Grant Thornton LLP April 2014 - 2015
HSBC Securities January 2013 - April 2014
Royal Bank of Scotland September 2011 - December 2012
Hudson County Community College January 2008 - August 2011
The Federal Reserve Bank of New York August 2000 - 2010
Bank of Japan, Tokyo Stock Exchange, Japan FSA and DIET September 2004 - September 2006
Skills
Capital Markets, Risk Management, Finance, Derivatives, Financial Risk, Financial Services, Equities, Bonds, Banking, Trading, Analysis, Due Diligence, Corporate Finance, Fixed Income, Basel II, FX Options, Hedge Funds, Asset Management, Credit Risk, Business Development, Investments, Emerging Markets, Enterprise Risk..., Structured Products, Operational Risk..., Securities, Market Risk, Operational Risk, Private Equity, Credit, Credit Derivatives, Equity Derivatives, Project Finance, Financial Institutions, Private Banking, Economics, Venture Capital, Executive Management, Risk, FX, Dodd-Frank, Volcker Rule, CCAR-DFAST, Foreign Direct..., Cross-border..., Cross Border Investment..., Public Speaking, Compliance Training, Global Regulatory..., Fundraising
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA
Abhijit Basu, MS, PMP's HSBC Securities Experience February 2012 - Present
Job Manager, IT and Services Consultant and Professional, PMP
Industry Information Technology and Services
Experience
HSBC Securities February 2012 - Present
Merrill Lynch July 2011 - July 2012
Bunge Global Agribusiness April 2006 - June 2011
Wells Fargo Bank June 2004 - April 2006
Skills
SDLC, SOA, Quality Assurance, Software Project..., Business Analysis, Testing, Leadership, Management, ERP, PMP, Requirements Analysis, Business Intelligence, Outsourcing, Systems Analysis, SQL, Vendor Management, Business Process, IT Management, Integration
Education
University of Massachusetts Dartmouth 2001 — 2004
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1996 — 2000
BE, Electrical Engineering
Bharatiya Vidya Bhavans
Don Bosco
Maharaja Sayajirao University
HSBC Securities February 2012 - Present
Merrill Lynch July 2011 - July 2012
Bunge Global Agribusiness April 2006 - June 2011
Wells Fargo Bank June 2004 - April 2006
Skills
SDLC, SOA, Quality Assurance, Software Project..., Business Analysis, Testing, Leadership, Management, ERP, PMP, Requirements Analysis, Business Intelligence, Outsourcing, Systems Analysis, SQL, Vendor Management, Business Process, IT Management, Integration
Education
University of Massachusetts Dartmouth 2001 — 2004
MS, Computer Engineering
The Maharaja Sayajirao University of Baroda 1996 — 2000
BE, Electrical Engineering
Bharatiya Vidya Bhavans
Don Bosco
Maharaja Sayajirao University
Michelle Wu's HSBC Securities Experience 2007 - 2009
Job Product Marketing & Strategy Guru focusing on B2B growth
Industry Financial Services
Experience
Intralinks 2011 - Present
HSBC Securities 2007 - 2009
HSBC Bank plc 2005 - 2007
Weber Shandwick 2005 - 2005
Saatchi & Saatchi 2004 - 2004
HSBC Securities 2004 - 2004
Orthotic and Prosthetic Assistance Fund 2003 - 2003
Legg Mason 2000 - 2001
Skills
Capital Markets, Product Marketing, Digital Marketing, Strategy, Investment Banking, Financial Modeling, Brand Management, Project Management, Business Development, Strategic Communications, New Media, Fixed Income, Product Management, Strategic Planning, Leadership, Equities, Marketing Strategy, Lead Generation, SaaS
Education
London School of Economics and Political Science
Master of Science
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science
Walt Whitman High School
Intralinks 2011 - Present
HSBC Securities 2007 - 2009
HSBC Bank plc 2005 - 2007
Weber Shandwick 2005 - 2005
Saatchi & Saatchi 2004 - 2004
HSBC Securities 2004 - 2004
Orthotic and Prosthetic Assistance Fund 2003 - 2003
Legg Mason 2000 - 2001
Skills
Capital Markets, Product Marketing, Digital Marketing, Strategy, Investment Banking, Financial Modeling, Brand Management, Project Management, Business Development, Strategic Communications, New Media, Fixed Income, Product Management, Strategic Planning, Leadership, Equities, Marketing Strategy, Lead Generation, SaaS
Education
London School of Economics and Political Science
Master of Science
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor of Science
Walt Whitman High School
Paolo de Alessandrini's HSBC Securities Experience August 2001 - October 2003
Job Executive Director, Sector Head Diversified Industries & TMT at ANZ Investment Bank
Industry Financial Services
Experience
ANZ Investment Bank January 2009 - Present
Siemens Financial Services, Inc June 2006 - December 2008
Sherbrooke Advisors, LLP November 2005 - May 2006
HSBC November 2003 - October 2005
HSBC Securities August 2001 - October 2003
Deutsche Bank March 1999 - May 2001
JPMorgan Chase February 1997 - March 1999
Citibank NA 1977 - 1997
Skills
Corporate Finance, Leveraged Finance, Capital Markets, M&A Advisory, Banking, Loans, Loan Origination, Commercial Banking, Investment Banking, Syndications, Structured Finance, Fixed Income, Financial Modeling, Financial Structuring, Equities, Credit, Valuation, Credit Analysis, Emerging Markets, Telecommunications, Restructuring, Risk Management, Cash Management, Commercial Lending, Asset Based Lending, Trade Finance, Bonds, Funding, Relationship Management, Project Finance, Credit Risk, Due Diligence, Finance, Investments, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Risk, Derivatives, Treasury Management, Financial Markets, Financial Services
Education
The College of William and Mary - The Mason School of Business 1974 — 1977
Master's degree, Business Administration and Management, General
The College of William and Mary - The Mason School of Business 1972 — 1975
MBA, Finance
ANZ Investment Bank January 2009 - Present
Siemens Financial Services, Inc June 2006 - December 2008
Sherbrooke Advisors, LLP November 2005 - May 2006
HSBC November 2003 - October 2005
HSBC Securities August 2001 - October 2003
Deutsche Bank March 1999 - May 2001
JPMorgan Chase February 1997 - March 1999
Citibank NA 1977 - 1997
Skills
Corporate Finance, Leveraged Finance, Capital Markets, M&A Advisory, Banking, Loans, Loan Origination, Commercial Banking, Investment Banking, Syndications, Structured Finance, Fixed Income, Financial Modeling, Financial Structuring, Equities, Credit, Valuation, Credit Analysis, Emerging Markets, Telecommunications, Restructuring, Risk Management, Cash Management, Commercial Lending, Asset Based Lending, Trade Finance, Bonds, Funding, Relationship Management, Project Finance, Credit Risk, Due Diligence, Finance, Investments, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Risk, Derivatives, Treasury Management, Financial Markets, Financial Services
Education
The College of William and Mary - The Mason School of Business 1974 — 1977
Master's degree, Business Administration and Management, General
The College of William and Mary - The Mason School of Business 1972 — 1975
MBA, Finance
Peter Hutchison's HSBC Securities Experience 2002 - 2007
Job Director, Futures Product Strategy, North America at Traiana
Industry Financial Services
Experience
Traiana May 2013 - Present
RBS Securities Inc 2007 - Present
Marriage Inc. 1991 - Present
RBS Securities Inc. January 2007 - May 2013
HSBC Securities 2002 - 2007
Future Dynamics 2000 - 2001
Rolfe & Nolan 1987 - 2000
Skills
Futures Clearing, Sales, Futures Technology, Electronic Trading, Finance, Derivatives, Trading Systems, Prime Brokerage, Middle Office, Options, Equity Derivatives, Business Strategy, Equities, Fixed Income, Financial Markets, FX Options, Capital Markets, New Business Development, Investment Banking, Project Finance, Commodity, Hedge Funds, Futures, Order Management, Swaps, Trading, Series 24, Market Data, Capital, Private Placements, Asset, Restructuring, Strategic Financial..., Commercial Banking, Back Office, Trade Finance, Loan Origination, Venture Capital, Credit Derivatives, Interest Rate..., Bonds, Hedging, FX trading, Equity Trading, Currency, Proprietary Trading, Securities, Market Risk, Trading Strategies, Bloomberg
Education
The University of Huddersfield 1981 — 1985
LLB Business Law, Business Law
Halliford School, Shepperton, Mddx 1973 — 1978
Traiana May 2013 - Present
RBS Securities Inc 2007 - Present
Marriage Inc. 1991 - Present
RBS Securities Inc. January 2007 - May 2013
HSBC Securities 2002 - 2007
Future Dynamics 2000 - 2001
Rolfe & Nolan 1987 - 2000
Skills
Futures Clearing, Sales, Futures Technology, Electronic Trading, Finance, Derivatives, Trading Systems, Prime Brokerage, Middle Office, Options, Equity Derivatives, Business Strategy, Equities, Fixed Income, Financial Markets, FX Options, Capital Markets, New Business Development, Investment Banking, Project Finance, Commodity, Hedge Funds, Futures, Order Management, Swaps, Trading, Series 24, Market Data, Capital, Private Placements, Asset, Restructuring, Strategic Financial..., Commercial Banking, Back Office, Trade Finance, Loan Origination, Venture Capital, Credit Derivatives, Interest Rate..., Bonds, Hedging, FX trading, Equity Trading, Currency, Proprietary Trading, Securities, Market Risk, Trading Strategies, Bloomberg
Education
The University of Huddersfield 1981 — 1985
LLB Business Law, Business Law
Halliford School, Shepperton, Mddx 1973 — 1978
Ryan Donohew's HSBC Securities Experience 2003 - 2008
Job Principal at Lockwood Wealth Management, Inc.
Industry Financial Services
Experience
Lockwood Wealth Management, Inc. January 2009 - Present
Genworth Financial March 2008 - January 2009
HSBC Securities 2003 - 2008
Barclays Capital 2000 - 2003
Universal Studios Inc. 1999 - 1999
Weissker, Inc. 1994 - 1998
US Embassy, Moscow 1991 - 1994
Education
University of Pennsylvania 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations, Finance
University of California, Berkeley 1987 — 1991
BA, Political Science
Lockwood Wealth Management, Inc. January 2009 - Present
Genworth Financial March 2008 - January 2009
HSBC Securities 2003 - 2008
Barclays Capital 2000 - 2003
Universal Studios Inc. 1999 - 1999
Weissker, Inc. 1994 - 1998
US Embassy, Moscow 1991 - 1994
Education
University of Pennsylvania 1998 — 2000
MA, International Studies
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Operations, Finance
University of California, Berkeley 1987 — 1991
BA, Political Science
Vladimir Kamenev's HSBC Securities Experience November 2006 - July 2007
Job Sr. Business Analyst, Financial Services SME
Industry Financial Services
Experience
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
Nicolas Leveroni, FRM's HSBC Securities Experience January 2014 - Present
Job Analyst Emerging Markets Derivatives at HSBC
Industry Financial Services
Experience
HSBC Securities January 2014 - Present
IRSA December 2010 - September 2013
IBM August 2008 - December 2010
Techint December 2007 - April 2008
Maat Gknowledge June 2007 - 2008
The Dirección Nacional de Investigaciones y Análisis Fiscal February 2004 - June 2007
Skills
Economics, Statistics, Derivatives, Financial Modeling, Risk Management, VBA, Matlab, English, Research, Excel, Forecasting, C#, Financial Analysis, Portfolio Management, Microsoft Office, Quantitative Analysis, Econometrics, Spanish, Windows, Access, Data Analysis, Teamwork, Fixed Income, Market Risk, Equities, Bloomberg, Stata, Visual Basic, Eviews, Analysis, Asset Management, Quantitative Finance, Time Series Analysis, Valuation, Capital Markets, Python, Linux, Financial Markets, Macroeconomics, Corporate Finance, FX Options, Options, Microsoft Excel, Quantitative Analytics
Education
University of Buenos Aires 2001 — 2009
Lic., Economics
Universidad de 'San Andrés'
Msc. Finances, Finance, Quantitative Finance
HSBC Securities January 2014 - Present
IRSA December 2010 - September 2013
IBM August 2008 - December 2010
Techint December 2007 - April 2008
Maat Gknowledge June 2007 - 2008
The Dirección Nacional de Investigaciones y Análisis Fiscal February 2004 - June 2007
Skills
Economics, Statistics, Derivatives, Financial Modeling, Risk Management, VBA, Matlab, English, Research, Excel, Forecasting, C#, Financial Analysis, Portfolio Management, Microsoft Office, Quantitative Analysis, Econometrics, Spanish, Windows, Access, Data Analysis, Teamwork, Fixed Income, Market Risk, Equities, Bloomberg, Stata, Visual Basic, Eviews, Analysis, Asset Management, Quantitative Finance, Time Series Analysis, Valuation, Capital Markets, Python, Linux, Financial Markets, Macroeconomics, Corporate Finance, FX Options, Options, Microsoft Excel, Quantitative Analytics
Education
University of Buenos Aires 2001 — 2009
Lic., Economics
Universidad de 'San Andrés'
Msc. Finances, Finance, Quantitative Finance
Emily Gunselman's HSBC Securities Experience 2005 - Present
Job HR Generalist at HSBC
Industry Banking
Experience
HSBC Securities 2005 - Present
LaSalle Bank Corporation September 2003 - July 2005
Information Control Corporation 2001 - 2003
Education
The Ohio State University Fisher College of Business 1996 — 2000
HSBC Securities 2005 - Present
LaSalle Bank Corporation September 2003 - July 2005
Information Control Corporation 2001 - 2003
Education
The Ohio State University Fisher College of Business 1996 — 2000
Mario Arace's HSBC Securities Experience 2004 - 2010
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo August 2015 - Present
Societe Generale 2012 - 2015
Citigroup 2010 - 2012
HSBC Securities 2004 - 2010
J.P. Morgan 2003 - 2004
GFI Group 2000 - 2003
Tullett Prebon 1998 - 2000
GFI Group 1992 - 1998
Skills
Series 7, Series 24, Series 63, Series 9, series 10, series 55, Equities, European Equities, LATAM Equities, ADR/ORD Arbitrage, U.S. Equities, Securities, Trading, Electronic Trading, Global Markets, Emerging Markets, CEMEA, Hedge Funds, Capital Markets, Equity Trading, Fixed Income, Bloomberg, Options, FINRA, Derivatives, Financial Markets
Education
University of Maryland College Park 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
University of Hartford 1984 — 1986
AA, Economics
Livingston High School 1981 — 1984
Wells Fargo August 2015 - Present
Societe Generale 2012 - 2015
Citigroup 2010 - 2012
HSBC Securities 2004 - 2010
J.P. Morgan 2003 - 2004
GFI Group 2000 - 2003
Tullett Prebon 1998 - 2000
GFI Group 1992 - 1998
Skills
Series 7, Series 24, Series 63, Series 9, series 10, series 55, Equities, European Equities, LATAM Equities, ADR/ORD Arbitrage, U.S. Equities, Securities, Trading, Electronic Trading, Global Markets, Emerging Markets, CEMEA, Hedge Funds, Capital Markets, Equity Trading, Fixed Income, Bloomberg, Options, FINRA, Derivatives, Financial Markets
Education
University of Maryland College Park 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
University of Hartford 1984 — 1986
AA, Economics
Livingston High School 1981 — 1984
Mauricio Ardila's HSBC Securities Experience June 2011 - August 2011
Job IT Management, Business Development
Industry Media Production
Experience
E-NNOVVA SAS February 2013 - Present
Dan Rather Reports April 2012 - February 2013
HSBC Securities June 2011 - August 2011
Council of the Americas January 2008 - May 2009
Americas Society / Council of the Americas 2006 - 2007
Skills
Latin America, Political Science, International Relations, Politics, Public Policy, International..., Policy Analysis, Spanish, Economics, Government, Non-profits, Strategic Communications, Community Outreach, Corporate Social..., Research, French, Editing, Data Analysis, Event Planning, Public Relations
Education
The George Washington University - School of Business 2010 — 2011
Master's degree, Management Information Systems, General
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Collegiate School 1994 — 2006
ASM 1999 — 2001
E-NNOVVA SAS February 2013 - Present
Dan Rather Reports April 2012 - February 2013
HSBC Securities June 2011 - August 2011
Council of the Americas January 2008 - May 2009
Americas Society / Council of the Americas 2006 - 2007
Skills
Latin America, Political Science, International Relations, Politics, Public Policy, International..., Policy Analysis, Spanish, Economics, Government, Non-profits, Strategic Communications, Community Outreach, Corporate Social..., Research, French, Editing, Data Analysis, Event Planning, Public Relations
Education
The George Washington University - School of Business 2010 — 2011
Master's degree, Management Information Systems, General
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Collegiate School 1994 — 2006
ASM 1999 — 2001
Gauresh Patel's HSBC Securities Experience January 2011 - Present
Job Senior Vice President
Industry Banking
Experience
HSBC Securities January 2011 - Present
HSBC Securities August 2009 - January 2011
HSBC 2007 - September 2009
JPMorgan June 2006 - July 2007
Deutsche Bank May 2005 - June 2006
Private Clients & International, Barclays Bank Plc June 2003 - April 2005
Deutsche Bank January 1998 - February 2002
Skills
Financial Risk, Cash Management, Investment Banking, Risk Management, Fixed Income, Market Risk, Credit Risk, Operational Risk, Commodity, Stakeholder Management, PMO, Capital Markets, Derivatives, Trading Systems, Sarbanes-Oxley Act, AML, Operational Risk..., Enterprise Risk..., Middle Office, Swaps, Options, Interest Rate..., Credit Derivatives, Treasury Management, Portfolio Management, Product Control, FX Options, Financial Services, Securities, Back Office, Financial Markets, Structured Products, Basel II, Credit, Banking, Bonds, Basel III, Stress Testing, Dodd-Frank, Counterparty Risk, Economic Capital, Structured Finance, Relationship Management, Reference Data, Regulatory Requirements
Education
The University of Hull 2002 — 2003
MBA, Masters Business Administration
HSBC Securities January 2011 - Present
HSBC Securities August 2009 - January 2011
HSBC 2007 - September 2009
JPMorgan June 2006 - July 2007
Deutsche Bank May 2005 - June 2006
Private Clients & International, Barclays Bank Plc June 2003 - April 2005
Deutsche Bank January 1998 - February 2002
Skills
Financial Risk, Cash Management, Investment Banking, Risk Management, Fixed Income, Market Risk, Credit Risk, Operational Risk, Commodity, Stakeholder Management, PMO, Capital Markets, Derivatives, Trading Systems, Sarbanes-Oxley Act, AML, Operational Risk..., Enterprise Risk..., Middle Office, Swaps, Options, Interest Rate..., Credit Derivatives, Treasury Management, Portfolio Management, Product Control, FX Options, Financial Services, Securities, Back Office, Financial Markets, Structured Products, Basel II, Credit, Banking, Bonds, Basel III, Stress Testing, Dodd-Frank, Counterparty Risk, Economic Capital, Structured Finance, Relationship Management, Reference Data, Regulatory Requirements
Education
The University of Hull 2002 — 2003
MBA, Masters Business Administration
Shabeena Gilani's HSBC Securities Experience August 2008 - Present
Job Vice President at HSBC
Industry Financial Services
Experience
HSBC Securities August 2008 - Present
JPMorgan Chase March 1991 - November 2007
JPMorgan 1991 - 2007
Hewlett Packard September 1988 - May 1990
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, International Business
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BSEE, Electical Engineering
HSBC Securities August 2008 - Present
JPMorgan Chase March 1991 - November 2007
JPMorgan 1991 - 2007
Hewlett Packard September 1988 - May 1990
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, International Business
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BSEE, Electical Engineering
Eric Speicher's HSBC Securities Experience November 2011 - January 2012
Job Senior Vice President, Head of Technology Services at Oaktree Capital Management
Industry Capital Markets
Experience
Oaktree Capital Management January 2012 - Present
Quantum Viridis November 2011 - December 2012
HSBC Securities November 2011 - January 2012
HVB Information Services January 2009 - November 2011
Countrywide Securities Corporation March 2005 - October 2008
Interactive Data Corp. (CMS BondEdge) October 1995 - March 2005
Xap Corporation March 1995 - October 1995
Competitive Edge Research & Communication March 1991 - November 1991
Skills
Agile Methodologies, Cross-functional Team..., Fixed Income, Project Management, Management, Process Improvement, Portfolio Management, Derivatives, Capital Markets, Enterprise Software
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
University of California, San Diego 1985 — 1988
BA, Visual Arts
Oaktree Capital Management January 2012 - Present
Quantum Viridis November 2011 - December 2012
HSBC Securities November 2011 - January 2012
HVB Information Services January 2009 - November 2011
Countrywide Securities Corporation March 2005 - October 2008
Interactive Data Corp. (CMS BondEdge) October 1995 - March 2005
Xap Corporation March 1995 - October 1995
Competitive Edge Research & Communication March 1991 - November 1991
Skills
Agile Methodologies, Cross-functional Team..., Fixed Income, Project Management, Management, Process Improvement, Portfolio Management, Derivatives, Capital Markets, Enterprise Software
Education
UCLA Anderson School of Management 2001 — 2004
MBA, Finance
University of California, San Diego 1985 — 1988
BA, Visual Arts
Marc Wittekind's HSBC Securities Experience January 2010 - Present
Job Vice President, Regional Head of Entity Data Management, Americas
Industry Financial Services
Experience
HSBC Securities January 2010 - Present
HSBC Securities May 2007 - January 2010
HSBC Securities August 2006 - May 2007
HSBC Securities February 2004 - August 2006
Education
University of Delaware 1991 — 1995
HSBC Securities January 2010 - Present
HSBC Securities May 2007 - January 2010
HSBC Securities August 2006 - May 2007
HSBC Securities February 2004 - August 2006
Education
University of Delaware 1991 — 1995
Daphne Zhu's HSBC Securities Experience May 2004 - March 2006
Job Finance | Analysis | Strategy | Reporting
Industry Computer Software
Experience
Adaptive Insights February 2015 - Present
Affymetrix May 2013 - December 2014
Orchard Supply Hardware February 2013 - May 2013
Opus Capital August 2012 - December 2012
Orchard Supply Hardware October 2008 - May 2012
Wells Fargo March 2007 - September 2008
Levi Strauss & Co. March 2006 - March 2007
HSBC Securities May 2004 - March 2006
Mechanics Bank June 2002 - May 2004
Skills
Budgeting & Forecasting, Financial Analysis, Variance Analysis, Financial Modeling, Business Partner Support, Cross-functional..., Revenue Forecasting, Executive Reporting, Cost Reduction, Essbase, Business Process..., Microsoft Excel, Revenue Analysis, P&L Analysis, Requirements Analysis, Forecasting, P&L Forecasting, Dashboard Metrics, Capital Budgeting, Financial Statement..., TM1, Data Flow, Enterprise Databases, Corporate Finance, Sales Operations, General Administration, R&D Planning, Salesforce.com, Hyperion Planning, System Implementations, Business Process..., Financial Planning, Metrics Reporting, PowerPoint, PDF Creator, MS Excel Pivot Tables, Fund Accounting, Accounting, Portfolio Management
Education
University of California, Berkeley 1997 — 2002
BA, Economics
Adaptive Insights February 2015 - Present
Affymetrix May 2013 - December 2014
Orchard Supply Hardware February 2013 - May 2013
Opus Capital August 2012 - December 2012
Orchard Supply Hardware October 2008 - May 2012
Wells Fargo March 2007 - September 2008
Levi Strauss & Co. March 2006 - March 2007
HSBC Securities May 2004 - March 2006
Mechanics Bank June 2002 - May 2004
Skills
Budgeting & Forecasting, Financial Analysis, Variance Analysis, Financial Modeling, Business Partner Support, Cross-functional..., Revenue Forecasting, Executive Reporting, Cost Reduction, Essbase, Business Process..., Microsoft Excel, Revenue Analysis, P&L Analysis, Requirements Analysis, Forecasting, P&L Forecasting, Dashboard Metrics, Capital Budgeting, Financial Statement..., TM1, Data Flow, Enterprise Databases, Corporate Finance, Sales Operations, General Administration, R&D Planning, Salesforce.com, Hyperion Planning, System Implementations, Business Process..., Financial Planning, Metrics Reporting, PowerPoint, PDF Creator, MS Excel Pivot Tables, Fund Accounting, Accounting, Portfolio Management
Education
University of California, Berkeley 1997 — 2002
BA, Economics
Adrian Wilson's HSBC Securities Experience April 2013 - Present
Job Analytics at HSBC Securities
Industry Accounting
Experience
HSBC Securities April 2013 - Present
Barclays Wealth and Investment Management October 2012 - January 2013
AIG August 2012 - October 2012
Bank of America September 2011 - June 2012
AST Equity Plan Solutions April 2011 - August 2011
Ballard Spahr LLP January 2011 - February 2011
Catapult Learning 2009 - January 2011
Wilmington Trust January 2008 - 2009
Audit 1 Accounting January 2005 - 2007
Westin Fort Lauderdale December 2004 - December 2005
Skills
Project Management, Business Intelligence, Data Warehousing, Financial Reporting, Forecasting, Regulatory Reporting, Internal Control..., Accounting, Financial Analysis, Anti Money Laundering, KYC, Finance, Account Reconciliation, Microsoft Excel, Public Speaking, SharePoint..., Budgets, Budgeting, Change Management, Visio, Microsoft Office 2007, SharePoint, Business Process..., Financial Modeling, QuickBooks, PowerPoint, ERP, Development Of Policies, Linux, Full Cycle Accounting, Microsoft Office 2010, Oracle Essbase, Corporate Training, Microsoft Project, SSRS, SSIS, Data Models
Education
University of Delaware
HSBC Securities April 2013 - Present
Barclays Wealth and Investment Management October 2012 - January 2013
AIG August 2012 - October 2012
Bank of America September 2011 - June 2012
AST Equity Plan Solutions April 2011 - August 2011
Ballard Spahr LLP January 2011 - February 2011
Catapult Learning 2009 - January 2011
Wilmington Trust January 2008 - 2009
Audit 1 Accounting January 2005 - 2007
Westin Fort Lauderdale December 2004 - December 2005
Skills
Project Management, Business Intelligence, Data Warehousing, Financial Reporting, Forecasting, Regulatory Reporting, Internal Control..., Accounting, Financial Analysis, Anti Money Laundering, KYC, Finance, Account Reconciliation, Microsoft Excel, Public Speaking, SharePoint..., Budgets, Budgeting, Change Management, Visio, Microsoft Office 2007, SharePoint, Business Process..., Financial Modeling, QuickBooks, PowerPoint, ERP, Development Of Policies, Linux, Full Cycle Accounting, Microsoft Office 2010, Oracle Essbase, Corporate Training, Microsoft Project, SSRS, SSIS, Data Models
Education
University of Delaware
Meike Geisler (Lampe)'s HSBC Securities Experience June 2007 - October 2012
Job Sr. Compensation Analyst at HSBC
Industry Human Resources
Experience
HSBC Securities June 2007 - October 2012
Mitsui & Co. (USA), Inc. October 2002 - June 2007
Education
Teachers College of Columbia University 2001 — 2002
M.A., Organizational Pyschology
Wake Forest University 1994 — 1998
HSBC Securities June 2007 - October 2012
Mitsui & Co. (USA), Inc. October 2002 - June 2007
Education
Teachers College of Columbia University 2001 — 2002
M.A., Organizational Pyschology
Wake Forest University 1994 — 1998
Alan Vitulich's HSBC Securities Experience 1996 - Present
Job VP at HSBC
Industry Banking
Experience
HSBC Securities 1996 - Present
Education
Temple University 1987 — 1992
BBA, Finance
HSBC Securities 1996 - Present
Education
Temple University 1987 — 1992
BBA, Finance
Amy Bornstein's HSBC Securities Experience August 2007 - October 2012
Job SVP Balance Sheet Management IT
Industry Financial Services
Experience
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
HSBC October 2012 - Present
HSBC Securities August 2007 - October 2012
UBS 2002 - 2007
UBS Investment Bank 2001 - 2007
Merrill Lynch 1999 - 2002
Richard A Eisner 1994 - 1998
Skills
Investment Banking, Fixed Income, Change Management, Finance, Business Analysis, Trading Systems, Derivatives, Banking
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
Bachelor of Science and Management, Accounting
David Bednarczyk's HSBC Securities Experience AssociateHSBC Securities2006 - Present
Job Associate at HSBC Securities
Industry Banking
Experience
HSBC Securities AssociateHSBC Securities2006 - Present
Education
Temple University 2001 — 2005
HSBC Securities AssociateHSBC Securities2006 - Present
Education
Temple University 2001 — 2005
J. Jay Li's HSBC Securities Experience 2005 - 2006
Job Equity / Interest Rate Derivatives at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
BNY Mellon 2010 - Present
Hapoalim Securities USA 2008 - 2010
Lehman Brothers 2006 - 2008
HSBC Securities 2005 - 2006
Barclays Capital 2004 - 2005
Principia Partners 2000 - 2004
Skills
Derivatives, Interest Rate..., Credit Derivatives, Equity Derivatives, FX Derivatives, Commodity Derivatives, CVA Pricing, Hedging, Risk Management, Equities, Fixed Income, Financial Risk
Education
University of California, Santa Barbara 1989 — 1992
Ph D, Applied Math & Engineering
Florida Atlantic University
Keith Cronin's HSBC Securities Experience October 2000 - May 2008
Job Editorial Writer at RotoBaller
Industry Financial Services
Experience
RotoBaller July 2015 - Present
Oppenheimer & Co. Inc. November 2013 - November 2014
JVB Financial 2008 - November 2013
HSBC Securities October 2000 - May 2008
Skills
Structured Products, Trading, Series 7, Bonds, Bloomberg, Fixed Income, Credit, Investments, Equities, Capital Markets, Asset Management, Series 63, Securities
Education
University College Cork 1988 — 1993
Master's degree, Economics
RotoBaller July 2015 - Present
Oppenheimer & Co. Inc. November 2013 - November 2014
JVB Financial 2008 - November 2013
HSBC Securities October 2000 - May 2008
Skills
Structured Products, Trading, Series 7, Bonds, Bloomberg, Fixed Income, Credit, Investments, Equities, Capital Markets, Asset Management, Series 63, Securities
Education
University College Cork 1988 — 1993
Master's degree, Economics
Olga Ramos's HSBC Securities Experience December 2008 - September 2014
Job Experienced risk and administrative manager
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
HSBC Securities December 2008 - September 2014
UBS Wealth Management May 2007 - May 2008
UBS Wealth Management June 2004 - May 2007
UBS Wealth Management July 2003 - June 2004
Charles Schwab January 1997 - June 2003
Skills
Risk Management, Project Management, Sarbanes-Oxley Act, Business Development, CRM, Bank Secrecy Act, Series 7, Wealth Management, Alternative Investments, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Fixed Income, Private Banking, Series 63, Investment Advisory, AML, Relationship Management, Finance, Banking, Financial Risk, Financial Services, Options, Asset Management, Trading, Hedge Funds, Loans
Education
University of Miami - School of Business 2005 — 2006
MBA, International Business
University of Alabama 1992 — 1996
BA, International Studies
JPMorgan Chase & Co. September 2014 - Present
HSBC Securities December 2008 - September 2014
UBS Wealth Management May 2007 - May 2008
UBS Wealth Management June 2004 - May 2007
UBS Wealth Management July 2003 - June 2004
Charles Schwab January 1997 - June 2003
Skills
Risk Management, Project Management, Sarbanes-Oxley Act, Business Development, CRM, Bank Secrecy Act, Series 7, Wealth Management, Alternative Investments, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Fixed Income, Private Banking, Series 63, Investment Advisory, AML, Relationship Management, Finance, Banking, Financial Risk, Financial Services, Options, Asset Management, Trading, Hedge Funds, Loans
Education
University of Miami - School of Business 2005 — 2006
MBA, International Business
University of Alabama 1992 — 1996
BA, International Studies
Al Pucciarelli's HSBC Securities Experience April 2008 - June 2013
Job Vice President
Industry Financial Services
Experience
Global Technology at JPMorgan Chase & Co. September 2014 - Present
NYSE Euronext July 2013 - August 2014
HSBC Securities April 2008 - June 2013
Morgan Stanley 1997 - 2008
Skills
Data Modeling, Business Analysis, Sybase, Data Warehousing, Analysis, SDLC, Software Project..., Cross-functional Team..., Requirements Gathering, Derivatives, Reference Data, Project Management, ETL, Database Design, SQL, Enterprise Architecture, Data Architecture, Unix Shell Scripting, Business Objects, Basel II, Business Intelligence..., Perl, Oracle, Liquidity Management, Sybase Adaptive Server, RWA, Netezza, Tableau, Composite, Liquidity Risk, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
State University of New York at Albany 1988 — 1992
BA, Political Science
Global Technology at JPMorgan Chase & Co. September 2014 - Present
NYSE Euronext July 2013 - August 2014
HSBC Securities April 2008 - June 2013
Morgan Stanley 1997 - 2008
Skills
Data Modeling, Business Analysis, Sybase, Data Warehousing, Analysis, SDLC, Software Project..., Cross-functional Team..., Requirements Gathering, Derivatives, Reference Data, Project Management, ETL, Database Design, SQL, Enterprise Architecture, Data Architecture, Unix Shell Scripting, Business Objects, Basel II, Business Intelligence..., Perl, Oracle, Liquidity Management, Sybase Adaptive Server, RWA, Netezza, Tableau, Composite, Liquidity Risk, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
State University of New York at Albany 1988 — 1992
BA, Political Science
Hemali (Kapadia) Varn's HSBC Securities Experience October 2012 - Present
Job Prime Finance, HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2012 - Present
Deutsche Bank Securities February 2010 - October 2012
Deutsche Bank September 2007 - February 2010
ABN AMRO 2005 - 2007
Skills
Client Services, Prime Brokerage, Series 7, Swaps, Series 63, Equities
Education
The University of Manchester 1998 — 2001
HSBC Securities October 2012 - Present
Deutsche Bank Securities February 2010 - October 2012
Deutsche Bank September 2007 - February 2010
ABN AMRO 2005 - 2007
Skills
Client Services, Prime Brokerage, Series 7, Swaps, Series 63, Equities
Education
The University of Manchester 1998 — 2001
Dominick Lanuti's HSBC Securities Experience March 2010 - May 2015
Job Vice President, Senior Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities May 2015 - Present
HSBC Securities March 2010 - May 2015
Morgan Stanley Smith Barney November 2007 - March 2010
M&T Bank November 2005 - November 2007
Skills
Equities, Investment Advisory
Education
University at Buffalo 2000 — 2004
BA, Economics, History
M&T Securities May 2015 - Present
HSBC Securities March 2010 - May 2015
Morgan Stanley Smith Barney November 2007 - March 2010
M&T Bank November 2005 - November 2007
Skills
Equities, Investment Advisory
Education
University at Buffalo 2000 — 2004
BA, Economics, History
Jim Lucas, AAMS's HSBC Securities Experience April 2012 - Present
Job Vice President Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities April 2012 - Present
E*TRADE Financial August 2011 - February 2012
Charles Schwab May 2003 - June 2011
Morgan Stanley February 2000 - November 2002
Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63
Education
University of California, Los Angeles
BA, Economics
HSBC Securities April 2012 - Present
E*TRADE Financial August 2011 - February 2012
Charles Schwab May 2003 - June 2011
Morgan Stanley February 2000 - November 2002
Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63
Education
University of California, Los Angeles
BA, Economics
Andrew Radzik's HSBC Securities Experience March 2010 - July 2011
Job Finance Professional at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2012 - Present
Jefferies & Company July 2011 - April 2012
HSBC Securities March 2010 - July 2011
Rotex Rida October 2008 - March 2010
PricewaterhouseCoopers January 2007 - October 2008
Deloitte & Touche January 2006 - March 2006
The Satija Bankruptcy Law Firm January 2003 - August 2005
Skills
Valuation, Derivatives, Risk Management, Fixed Income, Hedging, SABR Volatility Smile, Project Management, Treasury, Capital Markets, Accounting, Cash Flow, Financial Modeling, Structured Finance, Financial Analysis, Investment Banking, Liquidity, Visual Basic, Bloomberg, Securitization, VBA, SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting and Finance
The University of Texas at Austin 2001 — 2005
BA, Economics
Deutsche Bank April 2012 - Present
Jefferies & Company July 2011 - April 2012
HSBC Securities March 2010 - July 2011
Rotex Rida October 2008 - March 2010
PricewaterhouseCoopers January 2007 - October 2008
Deloitte & Touche January 2006 - March 2006
The Satija Bankruptcy Law Firm January 2003 - August 2005
Skills
Valuation, Derivatives, Risk Management, Fixed Income, Hedging, SABR Volatility Smile, Project Management, Treasury, Capital Markets, Accounting, Cash Flow, Financial Modeling, Structured Finance, Financial Analysis, Investment Banking, Liquidity, Visual Basic, Bloomberg, Securitization, VBA, SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
MPA, Accounting and Finance
The University of Texas at Austin 2001 — 2005
BA, Economics
Bradford Bentzig's HSBC Securities Experience November 2009 - Present
Job VP IG Credit Trader at HSBC Securities
Industry Capital Markets
Experience
HSBC Securities November 2009 - Present
IDB Capital Corp October 2005 - November 2009
Commerce Capital Markets April 2004 - September 2005
RBC Capital Markets November 2001 - March 2004
Skills
Fixed Income, Trading, Investments, Fixed Income Trading, Credit, Credit Sales, Credit Trading, Hedging, Wealth Management, Electronic Trading, Asset Management, Finance, Emerging Markets, Capital Markets, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor Of Science, Economics
HSBC Securities November 2009 - Present
IDB Capital Corp October 2005 - November 2009
Commerce Capital Markets April 2004 - September 2005
RBC Capital Markets November 2001 - March 2004
Skills
Fixed Income, Trading, Investments, Fixed Income Trading, Credit, Credit Sales, Credit Trading, Hedging, Wealth Management, Electronic Trading, Asset Management, Finance, Emerging Markets, Capital Markets, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor Of Science, Economics
Michael Whalen's HSBC Securities Experience June 2002 - October 2008
Job Vice President, Project and Structured Finance Division at ExportImport Bank of the United States
Industry Financial Services
Experience
Export-Import Bank of the United States January 2015 - Present
Overseas Private Investment Corporation July 2013 - January 2015
SolarReserve October 2008 - June 2013
HSBC Securities June 2002 - October 2008
Bank of America 1997 - 2002
Mobil Oil September 1990 - June 1997
Skills
Alternative Energy, Solar Energy, Credit, Consulting, Energy Industry, Infrastructure, Financial Advisory, Treasury Management, Project Finance, Finance, Managerial Finance, Banking, Investments, Venture Capital, Energy, Financial Modeling, Due Diligence, Portfolio Management, Structured Finance, Emerging Markets, Investment Banking, Financial Structuring, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1990
MBA, Information System Management
The University of Texas at Austin 1983 — 1987
BA, Plan II Honors Program
Export-Import Bank of the United States January 2015 - Present
Overseas Private Investment Corporation July 2013 - January 2015
SolarReserve October 2008 - June 2013
HSBC Securities June 2002 - October 2008
Bank of America 1997 - 2002
Mobil Oil September 1990 - June 1997
Skills
Alternative Energy, Solar Energy, Credit, Consulting, Energy Industry, Infrastructure, Financial Advisory, Treasury Management, Project Finance, Finance, Managerial Finance, Banking, Investments, Venture Capital, Energy, Financial Modeling, Due Diligence, Portfolio Management, Structured Finance, Emerging Markets, Investment Banking, Financial Structuring, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1990
MBA, Information System Management
The University of Texas at Austin 1983 — 1987
BA, Plan II Honors Program
Carolyn Markowski's HSBC Securities Experience 1989 - 1993
Job North American Market Manager, Payments and Cash Management at HSBC
Industry Banking
Experience
HSBC October 2014 - Present
HSBC 2009 - November 2014
HSBC 2004 - July 2009
HSBC 2000 - 2004
HSBC Asset Management 1993 - 2000
HSBC Securities 1989 - 1993
Skills
Product Management, Vendor Management, Cash Management, CRM, Strategy, Payments, Business Strategy, Banking, Commercial Banking, E-commerce, Mergers & Acquisitions, New Business Development, Investments, Due Diligence, Financial Services, Sales, Management, Relationship Management
Education
University at Buffalo
HSBC October 2014 - Present
HSBC 2009 - November 2014
HSBC 2004 - July 2009
HSBC 2000 - 2004
HSBC Asset Management 1993 - 2000
HSBC Securities 1989 - 1993
Skills
Product Management, Vendor Management, Cash Management, CRM, Strategy, Payments, Business Strategy, Banking, Commercial Banking, E-commerce, Mergers & Acquisitions, New Business Development, Investments, Due Diligence, Financial Services, Sales, Management, Relationship Management
Education
University at Buffalo
Linda Paddock's HSBC Securities Experience March 1996 - September 2005
Job Assistant Vice President at Jefferies Bache, LLC
Industry Financial Services
Experience
Jefferies Bache, LLC July 2011 - August 2015
Prudential Bache Commodities, LLC April 2006 - July 2011
HSBC Securities March 1996 - September 2005
Skills
Trading, Equities, Derivatives, Options, Fixed Income
Education
University of Illinois at Urbana-Champaign 1981 — 1986
b.s., business marketing
Barrington High School
Jefferies Bache, LLC July 2011 - August 2015
Prudential Bache Commodities, LLC April 2006 - July 2011
HSBC Securities March 1996 - September 2005
Skills
Trading, Equities, Derivatives, Options, Fixed Income
Education
University of Illinois at Urbana-Champaign 1981 — 1986
b.s., business marketing
Barrington High School
John Mosko's HSBC Securities Experience 1993 - 2000
Job Vice President at Federated Investors
Industry Investment Management
Experience
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Federated Investors 2008 - Present
Wachovia Securities, LLC 2000 - 2004
HSBC Securities 1993 - 2000
Swiss Bank Corporation (now UBS) 1987 - 1991
thomson mckinnon 1981 - 1987
Skills
Portfolio Management, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 7, Money Market, Securities, Alternative Investments, Asset Management, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BSBA, Finance
Cedric Cain's HSBC Securities Experience
Job Senior Fund Accountant at HSBC Securities
Industry Accounting
Experience
HSBC Securities
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Fund Administration, Alternative Investments, Mutual Funds
Education
Temple University - Fox School of Business and Management 1992 — 1996
Bachelor's degree, Accounting and Finance
HSBC Securities
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Fund Administration, Alternative Investments, Mutual Funds
Education
Temple University - Fox School of Business and Management 1992 — 1996
Bachelor's degree, Accounting and Finance
Alina Brindusescu's HSBC Securities Experience April 2009 - Present
Job Vice President, Financial Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities April 2009 - Present
HSBC Securities 2009 - Present
Merrill Lynch August 2006 - April 2009
Smith Barney August 2000 - November 2005
Education
1998 — 1999
Social, Political and Economic Policy in Post Communist Eastern Europe
University of California, San Diego 1994 — 1999
B.A., Socio-Economics
HSBC Securities April 2009 - Present
HSBC Securities 2009 - Present
Merrill Lynch August 2006 - April 2009
Smith Barney August 2000 - November 2005
Education
1998 — 1999
Social, Political and Economic Policy in Post Communist Eastern Europe
University of California, San Diego 1994 — 1999
B.A., Socio-Economics
Robin Grieves, CFA's HSBC Securities Experience 1995 - 2001
Job Clinical Professor of Finance at University of South Carolina
Industry Entertainment
Experience
University of South Carolina 2011 - Present
University of Otago 2007 - 2010
Freddie Mac January 2005 - December 2005
Thunderbird School of Global Management June 2002 - December 2004
Nanyang Technological University June 2001 - May 2002
HSBC Securities 1995 - 2001
Salomon Brothers October 1992 - June 1995
Freddie Mac November 1987 - October 1992
US HUD August 1986 - October 1987
University of Nebraska-Lincoln July 1981 - August 1986
Education
University of Maryland College Park 1971 — 1979
MA, PhD, Economics
The Ohio State University 1965 — 1969
BSBA, Economics
University of South Carolina 2011 - Present
University of Otago 2007 - 2010
Freddie Mac January 2005 - December 2005
Thunderbird School of Global Management June 2002 - December 2004
Nanyang Technological University June 2001 - May 2002
HSBC Securities 1995 - 2001
Salomon Brothers October 1992 - June 1995
Freddie Mac November 1987 - October 1992
US HUD August 1986 - October 1987
University of Nebraska-Lincoln July 1981 - August 1986
Education
University of Maryland College Park 1971 — 1979
MA, PhD, Economics
The Ohio State University 1965 — 1969
BSBA, Economics
Jennifer Fetzer's HSBC Securities Experience May 2001 - December 2002
Job Marketing Director, Client Service & New Strategies at Security Capital Research & Management Inc.
Industry Financial Services
Experience
Security Capital Research & Management Inc. May 2013 - Present
Wells Fargo Securities January 2003 - April 2012
HSBC Securities May 2001 - December 2002
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA) 2012, Strategic Management; Entrepreneurship
University of Notre Dame 1995 — 1999
Bachelor of Science (BS)
Security Capital Research & Management Inc. May 2013 - Present
Wells Fargo Securities January 2003 - April 2012
HSBC Securities May 2001 - December 2002
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA) 2012, Strategic Management; Entrepreneurship
University of Notre Dame 1995 — 1999
Bachelor of Science (BS)
Kevin Kruszenski's HSBC Securities Experience 1997 - 1998
Job Managing Director at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
KeyBanc Capital Markets vp equity tradingrobertson stephens1998 - 2002
HSBC Securities 1997 - 1998
Jefferies & Company 1995 - 1997
dempsey and company 1993 - 1995
shearson lehman brothers 1992 - 1995
Education
University of Arizona, Eller College of Management 1989 — 1991
BSBA, General Business, Political Science and Spanish
University of Arizona 1987 — 1991
bsba, business administration
Kent W.B. Chan's HSBC Securities Experience 1992 - 1994
Job Investment Specialist
Industry Financial Services
Experience
Capital Group September 2015 - Present
Barclays Capital August 2010 - September 2015
Nomura October 2008 - August 2010
Lehman Brothers June 2007 - September 2008
Citi Group 1994 - 2007
HSBC Securities 1992 - 1994
Skills
Equities, Hedge Funds, Equity Trading, Fixed Income, Equity Research, Strategy, Investment Banking, Capital Markets, Emerging Markets, Valuation, Quantitative Analytics, Bloomberg, Risk Management, Financial Modeling, Alternative Investments, Private Equity, Investment Strategies, Asset Allocation, Investments
Education
University of California, Berkeley 1987 — 1991
BA, Political Economics/Rhetoric
Lowell High School 1983 — 1987
Capital Group September 2015 - Present
Barclays Capital August 2010 - September 2015
Nomura October 2008 - August 2010
Lehman Brothers June 2007 - September 2008
Citi Group 1994 - 2007
HSBC Securities 1992 - 1994
Skills
Equities, Hedge Funds, Equity Trading, Fixed Income, Equity Research, Strategy, Investment Banking, Capital Markets, Emerging Markets, Valuation, Quantitative Analytics, Bloomberg, Risk Management, Financial Modeling, Alternative Investments, Private Equity, Investment Strategies, Asset Allocation, Investments
Education
University of California, Berkeley 1987 — 1991
BA, Political Economics/Rhetoric
Lowell High School 1983 — 1987
Diana Walters's HSBC Securities Experience 2005 - 2007
Job 575 Grant, LLC
Industry Financial Services
Experience
Liberty Metals and Mining, LLC January 2010 - September 2014
Eland Capital, LLC August 2008 - January 2011
HSBC Securities 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Credit Suisse First Boston/DLJ 1998 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Donaldson, Lufkin & Jenrette Securities Corp. 1997 - 2000
PaineWebber 1996 - 1998
Deeptech International, Inc. 1993 - 1996
ING 1990 - 1993
Skills
Investment Banking, Capital Markets, Investments, Renewable Energy, Equities, Valuation, Energy, Corporate Finance, Management, Private Equity, Financial Modeling
Education
The University of Texas at Austin 1985 — 1986
Masters, Energy and Mineral Resources
University of Texas at Austin 1981 — 1985
Plan II
Liberty Metals and Mining, LLC January 2010 - September 2014
Eland Capital, LLC August 2008 - January 2011
HSBC Securities 2005 - 2007
Credit Suisse First Boston 1998 - 2005
Credit Suisse First Boston/DLJ 1998 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Donaldson, Lufkin & Jenrette Securities Corp. 1997 - 2000
PaineWebber 1996 - 1998
Deeptech International, Inc. 1993 - 1996
ING 1990 - 1993
Skills
Investment Banking, Capital Markets, Investments, Renewable Energy, Equities, Valuation, Energy, Corporate Finance, Management, Private Equity, Financial Modeling
Education
The University of Texas at Austin 1985 — 1986
Masters, Energy and Mineral Resources
University of Texas at Austin 1981 — 1985
Plan II
Farhan Amin's HSBC Securities Experience December 2012 - Present
Job Head of Americas BRCM, HSBC Global Markets
Industry Banking
Experience
HSBC Securities December 2012 - Present
HSBC Global Markets November 2011 - December 2012
HSBC October 2010 - November 2011
The Royal Bank of Scotland August 2009 - October 2010
JP Morgan Chase August 2003 - April 2009
Skills
Banking, Equity Derivatives, Investment Banking, Derivatives, Capital Markets, Equities
Education
London School of Economics and Political Science
London School of Economics and Political Science
HSBC Securities December 2012 - Present
HSBC Global Markets November 2011 - December 2012
HSBC October 2010 - November 2011
The Royal Bank of Scotland August 2009 - October 2010
JP Morgan Chase August 2003 - April 2009
Skills
Banking, Equity Derivatives, Investment Banking, Derivatives, Capital Markets, Equities
Education
London School of Economics and Political Science
London School of Economics and Political Science
Dante Battaglia's HSBC Securities Experience March 2002 - September 2011
Job VP, Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
HSBC Securities March 2002 - September 2011
M&T Bank 1993 - 2002
Skills
Portfolio Management, Asset Management, Series 7, Financial Planning, Insurance, Retirement Planning, Asset Allocation, Wealth Management, Fixed Income
Education
University at Buffalo 1993 — 1995
Masters, Economics
Syracuse University 1989 — 1993
Bachelors, Economics
Merrill Lynch September 2011 - Present
HSBC Securities March 2002 - September 2011
M&T Bank 1993 - 2002
Skills
Portfolio Management, Asset Management, Series 7, Financial Planning, Insurance, Retirement Planning, Asset Allocation, Wealth Management, Fixed Income
Education
University at Buffalo 1993 — 1995
Masters, Economics
Syracuse University 1989 — 1993
Bachelors, Economics
Olivia Woo's HSBC Securities Experience 1997 - 1999
Job Director, Investment Counsellor, Mawer Investment Management
Industry Investment Management
Experience
Mawer Investment Management November 2008 - Present
TE Investment Counsel Inc. 2005 - 2008
TE Wealth 2005 - 2008
TD Waterhouse Private Investment Counsel 1999 - 2001
HSBC Securities 1997 - 1999
Education
University of Calgary 1995 — 1997
MBA
University of Toronto - New College 1988 — 1992
B Comm
Mawer Investment Management November 2008 - Present
TE Investment Counsel Inc. 2005 - 2008
TE Wealth 2005 - 2008
TD Waterhouse Private Investment Counsel 1999 - 2001
HSBC Securities 1997 - 1999
Education
University of Calgary 1995 — 1997
MBA
University of Toronto - New College 1988 — 1992
B Comm
Alan Wagman, CFA's HSBC Securities Experience 1994 - 2008
Job Director Western Region at Ayco
Industry Financial Services
Experience
The Ayco Company, L.P. October 2011 - Present
HM Fund Management 2008 - 2011
HSBC Securities 1994 - 2008
Skills
Management, Wealth Management, Financial Planning, Series 7, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Series 24, Investment Advisory, Asset Allocation, Alternative Investments, Strategic Financial..., Credit, Fixed Income
Education
Tulane University 1980 — 1984
Economics
The Ayco Company, L.P. October 2011 - Present
HM Fund Management 2008 - 2011
HSBC Securities 1994 - 2008
Skills
Management, Wealth Management, Financial Planning, Series 7, Mutual Funds, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Series 24, Investment Advisory, Asset Allocation, Alternative Investments, Strategic Financial..., Credit, Fixed Income
Education
Tulane University 1980 — 1984
Economics
Gisbert Segler's HSBC Securities Experience 1997 - 1999
Job corporate bond trader at Canaccord Financial
Industry Investment Management
Experience
Canaccord Financial August 2009 - Present
Bimcor 2005 - 2008
Credit Suisse 2004 - 2005
Concord 2001 - 2004
HSBC Securities 1997 - 1999
Credit Suisse 1993 - 1996
Skills
Bloomberg, Bonds, Fixed Income, Capital Markets, Derivatives, Trading, Investment Management, Investment Strategies, Securities, Options
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Diploma
Western University 1987 — 1991
HBA
Canaccord Financial August 2009 - Present
Bimcor 2005 - 2008
Credit Suisse 2004 - 2005
Concord 2001 - 2004
HSBC Securities 1997 - 1999
Credit Suisse 1993 - 1996
Skills
Bloomberg, Bonds, Fixed Income, Capital Markets, Derivatives, Trading, Investment Management, Investment Strategies, Securities, Options
Education
The London School of Economics and Political Science (LSE) 1991 — 1992
Diploma
Western University 1987 — 1991
HBA
Niki Cavadas's HSBC Securities Experience July 2010 - July 2013
Job Credit Suisse U.S Regulatory Execution
Industry Financial Services
Experience
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Govind Seshadri's HSBC Securities Experience December 2000 - Present
Job VP at HSBC Securities
Industry Information Technology and Services
Experience
HSBC Securities December 2000 - Present
Bankers Trust 1997 - 2000
Ascent Computing 1996 - 1997
Skills
Sybase, Trading Systems, Database Administration, Fixed Income, Databases, Derivatives, Capital Markets, FX Options, Market Data, Electronic Trading, Reference Data, Middle Office, Equities, Investment Banking, SDLC, Oracle, Back Office, Production Support, Sybase IQ, Big Data, NoSQL
Education
University of New England (AU) 1992 — 1994
Master, Computer Science
University of Madras 1987 — 1989
Masters, Mathematics
Maruthi
HSBC Securities December 2000 - Present
Bankers Trust 1997 - 2000
Ascent Computing 1996 - 1997
Skills
Sybase, Trading Systems, Database Administration, Fixed Income, Databases, Derivatives, Capital Markets, FX Options, Market Data, Electronic Trading, Reference Data, Middle Office, Equities, Investment Banking, SDLC, Oracle, Back Office, Production Support, Sybase IQ, Big Data, NoSQL
Education
University of New England (AU) 1992 — 1994
Master, Computer Science
University of Madras 1987 — 1989
Masters, Mathematics
Maruthi
Sarah Schafer Glazer's HSBC Securities Experience October 2009 - Present
Job Private Client Sales Assistant at HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2009 - Present
Merrill Lynch June 2007 - December 2008
Skills
Series 7, Financial Analysis, Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Financial Services, Mutual Funds
Education
The George Washington University 2003 — 2007
BBA, Finance, Marketing
The George Washington University - School of Business 2003 — 2007
BBA, Finance and Marketing
University of Melbourne - Melbourne Business School
HSBC Securities October 2009 - Present
Merrill Lynch June 2007 - December 2008
Skills
Series 7, Financial Analysis, Portfolio Management, Investments, Equities, Fixed Income, Capital Markets, Financial Services, Mutual Funds
Education
The George Washington University 2003 — 2007
BBA, Finance, Marketing
The George Washington University - School of Business 2003 — 2007
BBA, Finance and Marketing
University of Melbourne - Melbourne Business School
Richard Dineen's HSBC Securities Experience October 2004 - July 2014
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank September 2014 - Present
HSBC Securities October 2004 - July 2014
Education
University of Cambridge 1993 — 1996
BA (MA Cantab), English
UBS Investment Bank September 2014 - Present
HSBC Securities October 2004 - July 2014
Education
University of Cambridge 1993 — 1996
BA (MA Cantab), English
Bruce Lee's HSBC Securities Experience October 2011 - August 2012
Job Chief Information Officer at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae April 2014 - Present
NYSE Euronext April 2013 - April 2014
NYSE Euronext August 2012 - March 2013
HSBC Securities October 2011 - August 2012
HSBC Securities November 2006 - October 2011
BNP Paribas 1998 - 2005
BNPParibas 1998 - 2005
PARIBAS August 1996 - August 1998
PARIBAS February 1993 - August 1996
Skills
Trading, FX Options, Fixed Income, Trading Systems, Team Building, Project Management, Banking, Management, Capital Markets, Information Technology, Investment Banking, Portfolio Management, Financial Services, Rates, Electronic Trading, IT Management, Derivatives, Commercial Banking, Risk Management, Vendor Management, IT Strategy, Equities, Market Data, Business Analysis, Leadership, Information Security, IT Operations, SDLC, Infrastructure
Education
University of Hertfordshire 1984 — 1987
BSc, Computer science
Ditcham Park School 1976 — 1981
Fannie Mae April 2014 - Present
NYSE Euronext April 2013 - April 2014
NYSE Euronext August 2012 - March 2013
HSBC Securities October 2011 - August 2012
HSBC Securities November 2006 - October 2011
BNP Paribas 1998 - 2005
BNPParibas 1998 - 2005
PARIBAS August 1996 - August 1998
PARIBAS February 1993 - August 1996
Skills
Trading, FX Options, Fixed Income, Trading Systems, Team Building, Project Management, Banking, Management, Capital Markets, Information Technology, Investment Banking, Portfolio Management, Financial Services, Rates, Electronic Trading, IT Management, Derivatives, Commercial Banking, Risk Management, Vendor Management, IT Strategy, Equities, Market Data, Business Analysis, Leadership, Information Security, IT Operations, SDLC, Infrastructure
Education
University of Hertfordshire 1984 — 1987
BSc, Computer science
Ditcham Park School 1976 — 1981
Lia Yaffar-Pena's HSBC Securities Experience October 2013 - Present
Job Senior Vice President, Wealth Sales Manager at HSBC Securities
Industry Financial Services
Experience
HSBC Securities October 2013 - Present
E.S. Financial Services, Inc. May 2003 - October 2013
Skills
Series 7, Investments, Private Banking, Strategy, Sales Management, Financial Analysis, Portfolio Management, Risk Management, Finance, Banking, Securities, Financial Services, Mutual Funds
Education
The George Washington University - School of Business 1990 — 1991
MBA, Finance
University of Miami - School of Business 1984 — 1987
BBA, Finance, French
HSBC Securities October 2013 - Present
E.S. Financial Services, Inc. May 2003 - October 2013
Skills
Series 7, Investments, Private Banking, Strategy, Sales Management, Financial Analysis, Portfolio Management, Risk Management, Finance, Banking, Securities, Financial Services, Mutual Funds
Education
The George Washington University - School of Business 1990 — 1991
MBA, Finance
University of Miami - School of Business 1984 — 1987
BBA, Finance, French
Brian Reidy's HSBC Securities Experience August 2004 - 2007
Job Director at RBC
Industry Banking
Experience
RBC September 2012 - Present
RBS Markets & International Banking July 2007 - September 2012
HSBC Securities August 2004 - 2007
US Army 1997 - 2002
Skills
Risk Management, Fixed Income, Financial Modeling, Series 7, Capital Markets, Investments, Investment Banking, Strategic Planning, Valuation, Structured Finance, Credit Derivatives, Financial Markets, Derivatives, Portfolio Management, Financial Institutions, Hedge Funds, Leveraged Finance, Emerging Markets, Options, Financial Structuring, Securities, Series 63, Wealth Management, Due Diligence, Bonds, Private Equity, Market Risk, Alternative Investments, Equity Derivatives, Banking, Mergers & Acquisitions, Financial Analysis, Bloomberg, Strategic Financial..., Corporate Finance, Securitization, Credit Analysis, LBO, Interest Rate..., Structured Products, Financial Risk, Credit Risk, Hedging, FX Options, Financial Services, Venture Capital, Trading Systems, Trading, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
United States Military Academy at West Point 1993 — 1997
Bachelor of Science (B.S.), Mathematics
RBC September 2012 - Present
RBS Markets & International Banking July 2007 - September 2012
HSBC Securities August 2004 - 2007
US Army 1997 - 2002
Skills
Risk Management, Fixed Income, Financial Modeling, Series 7, Capital Markets, Investments, Investment Banking, Strategic Planning, Valuation, Structured Finance, Credit Derivatives, Financial Markets, Derivatives, Portfolio Management, Financial Institutions, Hedge Funds, Leveraged Finance, Emerging Markets, Options, Financial Structuring, Securities, Series 63, Wealth Management, Due Diligence, Bonds, Private Equity, Market Risk, Alternative Investments, Equity Derivatives, Banking, Mergers & Acquisitions, Financial Analysis, Bloomberg, Strategic Financial..., Corporate Finance, Securitization, Credit Analysis, LBO, Interest Rate..., Structured Products, Financial Risk, Credit Risk, Hedging, FX Options, Financial Services, Venture Capital, Trading Systems, Trading, Finance, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
United States Military Academy at West Point 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Charlie Koehn's HSBC Securities Experience 1997 - 2003
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Morgan Stanley April 2015 - Present
Société Générale 2011 - 2014
Prudential Financial 2003 - 2011
HSBC Securities 1997 - 2003
The Chase Manhattan Bank 1992 - 1995
The Chicago Corporation 1992 - 1993
Skills
Derivatives, Options, Trading, Hedge Funds, Equities, Electronic Trading, Securities, Commodity, Prime Brokerage, Portfolio Management, Asset Management, Investments, Commodities, Trading Strategies, Team Management, Operational Risk..., ETFs, Financial Advisory
Education
University of Arizona 1988 — 1992
BA, History, Economics
University of Chicago
Economics, Financial Accounting
University School of Milwaukee
Robert Corder's HSBC Securities Experience May 1994 - July 2006
Job Sr. Portfolio Mgr Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2006 - Present
HSBC Securities May 1994 - July 2006
Education
Texas A&M University 1981 — 1987
BS, Economics
Wells Fargo December 2006 - Present
HSBC Securities May 1994 - July 2006
Education
Texas A&M University 1981 — 1987
BS, Economics
Shangril Shah's HSBC Securities Experience May 2007 - December 2007
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Management Consulting
Experience
University of Chicago Booth School of Business August 2015 - Present
Merkle December 2014 - August 2015
Rosetta March 2014 - November 2014
Rosetta May 2012 - February 2014
H&H Exports Pvt. Ltd. / Bodal Chemicals Ltd. July 2010 - May 2012
SunGard June 2008 - June 2010
HSBC Securities May 2007 - December 2007
Skills
Market Research, Financial Modeling, Analytics, Financial Analysis, Bloomberg, Data Analysis, Competitive Analysis, Business Strategy, Management, CRM, Analysis, Finance, Marketing, Consulting, Marketing Strategy, Microsoft Excel, Risk Management, Project Management, Business Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelors, Finance, Marketing
University of Chicago Booth School of Business August 2015 - Present
Merkle December 2014 - August 2015
Rosetta March 2014 - November 2014
Rosetta May 2012 - February 2014
H&H Exports Pvt. Ltd. / Bodal Chemicals Ltd. July 2010 - May 2012
SunGard June 2008 - June 2010
HSBC Securities May 2007 - December 2007
Skills
Market Research, Financial Modeling, Analytics, Financial Analysis, Bloomberg, Data Analysis, Competitive Analysis, Business Strategy, Management, CRM, Analysis, Finance, Marketing, Consulting, Marketing Strategy, Microsoft Excel, Risk Management, Project Management, Business Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelors, Finance, Marketing
Robert Silfen's HSBC Securities Experience March 2011 - May 2012
Job Financial Services
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
HSBC Securities March 2011 - May 2012
BlackRock September 2000 - March 2011
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Middle Office, Securities, Financial Services, Investment Banking, Risk Management, Bloomberg
Education
University of Delaware 1995 — 1998
BS, Finance
BNY Mellon April 2013 - Present
HSBC Securities March 2011 - May 2012
BlackRock September 2000 - March 2011
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Mutual Funds, Middle Office, Securities, Financial Services, Investment Banking, Risk Management, Bloomberg
Education
University of Delaware 1995 — 1998
BS, Finance
Patrick Gibbons's HSBC Securities Experience August 2009 - December 2010
Job ISI Group
Industry Financial Services
Experience
ISI Group November 2013 - Present
FIXI Americas LLC September 2012 - August 2013
MF Global December 2010 - November 2011
HSBC Securities August 2009 - December 2010
HSBC Securities June 2007 - August 2009
Skills
Trading, Precious Metals, Foreign Exchange, Emerging Markets, FX Options, Interest Rate..., Fixed Income, Electronic Trading, Financial Modeling, Series 7, Series 3, Series 63, Microsoft Office, Mergers & Acquisitions, Currency, Bloomberg, Finance, Derivatives
Education
Investment Banking Institute- New York 2009 — 2009
Intensive 4-week financial modeling and valuation training program
Trinity College-Hartford 2003 — 2007
B.A., Economics
ISI Group November 2013 - Present
FIXI Americas LLC September 2012 - August 2013
MF Global December 2010 - November 2011
HSBC Securities August 2009 - December 2010
HSBC Securities June 2007 - August 2009
Skills
Trading, Precious Metals, Foreign Exchange, Emerging Markets, FX Options, Interest Rate..., Fixed Income, Electronic Trading, Financial Modeling, Series 7, Series 3, Series 63, Microsoft Office, Mergers & Acquisitions, Currency, Bloomberg, Finance, Derivatives
Education
Investment Banking Institute- New York 2009 — 2009
Intensive 4-week financial modeling and valuation training program
Trinity College-Hartford 2003 — 2007
B.A., Economics
Sebastian Canale's HSBC Securities Experience September 2009 - Present
Job Director Investment Banking Latinoamerica en HSBC Securities
Industry Investment Banking
Experience
HSBC Securities September 2009 - Present
Merrill Lynch July 1999 - January 2009
Lehman Brothers 1997 - 1999
ING Barings 1997 - 1997
Education
Universidad Torcuato Di Tella 1993 — 1997
Licenciado en Economía, Economía
HSBC Securities September 2009 - Present
Merrill Lynch July 1999 - January 2009
Lehman Brothers 1997 - 1999
ING Barings 1997 - 1997
Education
Universidad Torcuato Di Tella 1993 — 1997
Licenciado en Economía, Economía
Alexandra Barrows's HSBC Securities Experience August 2007 - Present
Job Global Banking at HSBC Securities
Industry Financial Services
Experience
HSBC Securities August 2007 - Present
Skills
Capital Markets, Financial Modeling, Public Speaking
Education
Massachusetts Institute of Technology 2004 — 2007
Courses in Military and Security Studies
Wellesley College 2003 — 2007
B.A., Political Science, Philosophy
The London School of Economics and Political Science (LSE) 2005 — 2006
Law, Security Studies
HSBC Securities August 2007 - Present
Skills
Capital Markets, Financial Modeling, Public Speaking
Education
Massachusetts Institute of Technology 2004 — 2007
Courses in Military and Security Studies
Wellesley College 2003 — 2007
B.A., Political Science, Philosophy
The London School of Economics and Political Science (LSE) 2005 — 2006
Law, Security Studies
Kim Blackmore's HSBC Securities Experience 1996 - 2001
Job Director, Financial & Operations Principal at Marsh & McLennan
Industry Financial Services
Experience
Marsh & McLennan Companies September 2008 - Present
Jacobs Levy Equity Management February 2008 - September 2008
Cathay Financial 2001 - 2007
Benten Management LLC 2001 - 2007
HSBC Securities 1996 - 2001
Yamaichi International (America) Inc. November 1995 - September 1996
BNP Paribas November 1993 - October 1995
UBS Investment Bank February 1992 - November 1993
Price Waterhouse Coopers 1988 - 1992
Skills
Trading, Enterprise Risk..., Series 7, Hedge Funds, Accounting, Finance, Financial Analysis, Securities, FINRA, Financial Services, Retirement, Investments, Series 24, Capital Markets, Equities, Insurance, Risk Management, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Financial Modeling, AML, Banking, Management, Leadership, Private Equity, Mergers & Acquisitions, Valuation, Business Analysis, Brokerage, Budgets, Executive Management, Derivatives, Financial Risk, Auditing, Bloomberg, Due Diligence, Process Improvement, Investment Banking, Wealth Management, Alternative Investments, Asset Managment, Forecasting, Fixed Income, Corporate Finance, Strategy, Change Management, Equity Trading, Financial Reporting
Education
University of California, Los Angeles
Bachelors, Economics
Marsh & McLennan Companies September 2008 - Present
Jacobs Levy Equity Management February 2008 - September 2008
Cathay Financial 2001 - 2007
Benten Management LLC 2001 - 2007
HSBC Securities 1996 - 2001
Yamaichi International (America) Inc. November 1995 - September 1996
BNP Paribas November 1993 - October 1995
UBS Investment Bank February 1992 - November 1993
Price Waterhouse Coopers 1988 - 1992
Skills
Trading, Enterprise Risk..., Series 7, Hedge Funds, Accounting, Finance, Financial Analysis, Securities, FINRA, Financial Services, Retirement, Investments, Series 24, Capital Markets, Equities, Insurance, Risk Management, Series 63, Investment Advisory, Strategic Financial..., Portfolio Management, Financial Modeling, AML, Banking, Management, Leadership, Private Equity, Mergers & Acquisitions, Valuation, Business Analysis, Brokerage, Budgets, Executive Management, Derivatives, Financial Risk, Auditing, Bloomberg, Due Diligence, Process Improvement, Investment Banking, Wealth Management, Alternative Investments, Asset Managment, Forecasting, Fixed Income, Corporate Finance, Strategy, Change Management, Equity Trading, Financial Reporting
Education
University of California, Los Angeles
Bachelors, Economics
Philippe Varda's HSBC Securities Experience May 2007 - February 2010
Job QA
Industry Financial Services
Experience
QBE (FPS) May 2012 - May 2014
Caceis Bank February 2010 - May 2012
HSBC Securities May 2007 - February 2010
Balboa Insurance June 2003 - April 2007
EDS 1998 - 2002
Skills
SDLC, Software Quality..., Business Analysis, Requirements Analysis, Software Project..., Vendor Management, SQL, Quality Assurance, Databases, Unix, Scrum, Agile Project Management, Business Requirements, Software Development, HP Quality Center, Test Planning, Visio, Requirements Gathering, Management, Process Improvement, DB2, Oracle, Information Technology, Test Automation, Microsoft SQL Server, COBOL, Software Documentation, Risk Management, Data Modeling, Visual Basic, Testing, PL/SQL, Experienced Business...
Education
Université Paris Sud (Paris XI)
MIAG, Informatique de Gestion
QBE (FPS) May 2012 - May 2014
Caceis Bank February 2010 - May 2012
HSBC Securities May 2007 - February 2010
Balboa Insurance June 2003 - April 2007
EDS 1998 - 2002
Skills
SDLC, Software Quality..., Business Analysis, Requirements Analysis, Software Project..., Vendor Management, SQL, Quality Assurance, Databases, Unix, Scrum, Agile Project Management, Business Requirements, Software Development, HP Quality Center, Test Planning, Visio, Requirements Gathering, Management, Process Improvement, DB2, Oracle, Information Technology, Test Automation, Microsoft SQL Server, COBOL, Software Documentation, Risk Management, Data Modeling, Visual Basic, Testing, PL/SQL, Experienced Business...
Education
Université Paris Sud (Paris XI)
MIAG, Informatique de Gestion
Dale Kang, CFA's HSBC Securities Experience 2007 - 2009
Job Investment Management and Finance Professional
Industry Investment Management
Experience
Fannie Mae June 2012 - September 2015
PJM Capital February 2011 - April 2012
Fannie Mae February 2010 - February 2011
HSBC Securities 2007 - 2009
Nomura Securities 2005 - 2007
Citigroup 2003 - 2005
Skills
MBS, Trading, VBA, Mortgage Banking, Trading Systems, Data Analysis, Finance, Residential Mortgages, Securitization, Structured Products, Quantitative Analytics, Structured Finance, Fixed Income Analysis, Valuation, Fixed Income, Financial Analysis, Financial Modeling, Management, Portfolio Management, Capital Markets, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MS, Finance
University of California, San Diego 1998 — 2003
Bachelors, Computer Science & Engineering
Fannie Mae June 2012 - September 2015
PJM Capital February 2011 - April 2012
Fannie Mae February 2010 - February 2011
HSBC Securities 2007 - 2009
Nomura Securities 2005 - 2007
Citigroup 2003 - 2005
Skills
MBS, Trading, VBA, Mortgage Banking, Trading Systems, Data Analysis, Finance, Residential Mortgages, Securitization, Structured Products, Quantitative Analytics, Structured Finance, Fixed Income Analysis, Valuation, Fixed Income, Financial Analysis, Financial Modeling, Management, Portfolio Management, Capital Markets, Bloomberg
Education
The Johns Hopkins University - Carey Business School 2009 — 2010
MS, Finance
University of California, San Diego 1998 — 2003
Bachelors, Computer Science & Engineering
Andrew Tebbenham's HSBC Securities Experience August 2013 - Present
Job Business Analyst at HSBC
Industry Financial Services
Experience
HSBC Securities August 2013 - Present
HSBC November 2010 - July 2013
FDM Group January 2009 - March 2011
HSBC March 2009 - November 2010
Travis Perkins April 2007 - January 2008
Silverstone Circuits Ltd October 2006 - April 2007
Skills
Derivatives, Trading Systems, Fixed Income, Credit Derivatives, Calypso, Business Analysis, Electronic Trading, Investment Banking, FX Options, Back Office, Middle Office, Swaps, Capital Markets, Banking
Education
University of Birmingham 2002 — 2005
HSBC Securities August 2013 - Present
HSBC November 2010 - July 2013
FDM Group January 2009 - March 2011
HSBC March 2009 - November 2010
Travis Perkins April 2007 - January 2008
Silverstone Circuits Ltd October 2006 - April 2007
Skills
Derivatives, Trading Systems, Fixed Income, Credit Derivatives, Calypso, Business Analysis, Electronic Trading, Investment Banking, FX Options, Back Office, Middle Office, Swaps, Capital Markets, Banking
Education
University of Birmingham 2002 — 2005
Prab Poreddy's HSBC Securities Experience July 2010 - November 2012
Job Manager at The Oakleaf Group
Industry Information Technology and Services
Experience
The Oakleaf Group May 2014 - Present
Govolution October 2012 - April 2014
HSBC Securities July 2010 - November 2012
SunTrust Bank February 2010 - July 2010
Wells Fargo January 2006 - February 2010
Skills
Derivatives, Fixed Income, FX Options, Credit Derivatives, Capital Markets, Back Office, Trading Systems, Business Analysis, Investment Banking, Requirements Gathering, Middle Office, Interest Rate..., Swaps, Calypso, Sybase, Market Data, Equity Derivatives, Equities, User Acceptance Testing
Education
University of Florida 2001 — 2003
M.S, Materials Science
The Oakleaf Group May 2014 - Present
Govolution October 2012 - April 2014
HSBC Securities July 2010 - November 2012
SunTrust Bank February 2010 - July 2010
Wells Fargo January 2006 - February 2010
Skills
Derivatives, Fixed Income, FX Options, Credit Derivatives, Capital Markets, Back Office, Trading Systems, Business Analysis, Investment Banking, Requirements Gathering, Middle Office, Interest Rate..., Swaps, Calypso, Sybase, Market Data, Equity Derivatives, Equities, User Acceptance Testing
Education
University of Florida 2001 — 2003
M.S, Materials Science
Daniela Alvarado's HSBC Securities Experience March 2014 - Present
Job Global Banking at HSBC
Industry Banking
Experience
HSBC Securities March 2014 - Present
HSBC Global Banking and Markets October 2013 - February 2014
HSBC Mexico March 2010 - September 2013
Casa de Bolsa Multiva, S.A. de C.V. February 2009 - June 2009
Skills
Financial Analysis, Corporate Finance, Banking, Credit, Finance, Investments, Financial Markets, Credit Analysis, Credit Risk, Loans, Relationship Management
Education
Tecnológico de Monterrey 2005 — 2009
Lic. en Administración Financiera, Financial Management
Tecnológico de Monterrey 2005 — 2009
Financial Management, Finance, General
University of California, Los Angeles 2008 — 2008
Finance, General
HSBC Securities March 2014 - Present
HSBC Global Banking and Markets October 2013 - February 2014
HSBC Mexico March 2010 - September 2013
Casa de Bolsa Multiva, S.A. de C.V. February 2009 - June 2009
Skills
Financial Analysis, Corporate Finance, Banking, Credit, Finance, Investments, Financial Markets, Credit Analysis, Credit Risk, Loans, Relationship Management
Education
Tecnológico de Monterrey 2005 — 2009
Lic. en Administración Financiera, Financial Management
Tecnológico de Monterrey 2005 — 2009
Financial Management, Finance, General
University of California, Los Angeles 2008 — 2008
Finance, General
Deric He's HSBC Securities Experience October 2002 - April 2004
Job Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp October 2014 - Present
EIM Management November 2010 - October 2014
JPMorgan Chase May 2010 - October 2010
Ivy Asset Management (BNY Mellon Subsidiary) April 2004 - April 2010
HSBC Securities October 2002 - April 2004
PriceWaterhouseCoopers June 1998 - October 2002
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Private Equity, Corporate Finance, Valuation, Alternative Investments, Equities, Finance, Fund Accounting, Fund Administration, Asset Management, Fixed Income, Investments
Education
State University of New York at Buffalo
BS
SS&C GlobeOp October 2014 - Present
EIM Management November 2010 - October 2014
JPMorgan Chase May 2010 - October 2010
Ivy Asset Management (BNY Mellon Subsidiary) April 2004 - April 2010
HSBC Securities October 2002 - April 2004
PriceWaterhouseCoopers June 1998 - October 2002
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Private Equity, Corporate Finance, Valuation, Alternative Investments, Equities, Finance, Fund Accounting, Fund Administration, Asset Management, Fixed Income, Investments
Education
State University of New York at Buffalo
BS
Dmitri Sytchev's HSBC Securities Experience June 2004 - Present
Job Senior Vice President, HSBC Bank USA, NA
Industry Financial Services
Experience
HSBC Securities June 2004 - Present
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.)
HSBC Securities June 2004 - Present
Skills
Banking, Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.)
Kerry W. Burke, CFP®'s HSBC Securities Experience January 2010 - August 2013
Job Firefighter at South Orange Fire Department
Industry Financial Services
Experience
South Orange Fire Department July 2013 - Present
HSBC Securities January 2010 - August 2013
JP Morgan July 2004 - December 2009
Skills
Series 63, Series 7, Series 65, Certified Financial..., Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Retirement, FINRA, Series 24, Fixed Annuities, Strategic Financial..., Bonds
Education
State University of New York at Albany 1999 — 2013
Bachelor's degree
South Orange Fire Department July 2013 - Present
HSBC Securities January 2010 - August 2013
JP Morgan July 2004 - December 2009
Skills
Series 63, Series 7, Series 65, Certified Financial..., Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Retirement, FINRA, Series 24, Fixed Annuities, Strategic Financial..., Bonds
Education
State University of New York at Albany 1999 — 2013
Bachelor's degree
Gerry Scanlon's HSBC Securities Experience April 1995 - May 1999
Job managing partner at little acorn developments llc
Industry Real Estate
Experience
Little Acorn Developments LLC January 2009 - Present
Sovereign Group Partners LLP 2001 - 2006
HSBC Securities April 1995 - May 1999
NatWest Markets December 1993 - March 1995
NatWest Markets September 1989 - December 1993
Skills
Investment Properties, Investors, Real Estate, REO, Foreclosures, Short Sales, Sellers, Real Property, Residential Homes, Condos, Single Family Homes, Real Estate Transactions, First Time Home Buyers, Luxury, Rentals, Income Properties, New Home Sales, Commercial Real Estate, Real Estate Development, Investments
Education
University of Leeds 1986 — 1989
BA, International History & Politics
university college school, hampstead 1979 — 1984
Bachelor of Arts (B.A.), International History & Politics
Little Acorn Developments LLC January 2009 - Present
Sovereign Group Partners LLP 2001 - 2006
HSBC Securities April 1995 - May 1999
NatWest Markets December 1993 - March 1995
NatWest Markets September 1989 - December 1993
Skills
Investment Properties, Investors, Real Estate, REO, Foreclosures, Short Sales, Sellers, Real Property, Residential Homes, Condos, Single Family Homes, Real Estate Transactions, First Time Home Buyers, Luxury, Rentals, Income Properties, New Home Sales, Commercial Real Estate, Real Estate Development, Investments
Education
University of Leeds 1986 — 1989
BA, International History & Politics
university college school, hampstead 1979 — 1984
Bachelor of Arts (B.A.), International History & Politics
Eric Weiss's HSBC Securities Experience 2004 - 2007
Job Outside Sales Representative
Industry Financial Services
Experience
Pearl Carroll & Associates March 2015 - Present
The Reorganization Management Group October 2008 - May 2014
HSBC Securities 2004 - 2007
HSBC Bank USA 2004 - 2007
First Union National Bank 2000 - 2003
First Union National Bank 2000 - 2003
Skills
Financial Analysis, Budgets, Accounts Payable, Mortgage Lending, Credit, New Business Development, Investments, Restructuring, Loans, Banking, Financial Services, Small Business, Portfolio Management, Finance, Sales, Marketing, Mutual Funds, Sales Management, Entrepreneurship, Strategic Planning, Online Marketing, Lead Generation, Coaching, Insurance, Real Estate, Business Strategy, Wealth Management, Management, Negotiation, Email Marketing, Marketing Strategy, Credit Risk, Risk Management, Business Development, Online Advertising, Strategic Financial..., Retirement Planning, Start-ups, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BA, Marketing Business Management
CRANFORD HIGH SCHOOL 1989 — 1993
Busniess Management
Pearl Carroll & Associates March 2015 - Present
The Reorganization Management Group October 2008 - May 2014
HSBC Securities 2004 - 2007
HSBC Bank USA 2004 - 2007
First Union National Bank 2000 - 2003
First Union National Bank 2000 - 2003
Skills
Financial Analysis, Budgets, Accounts Payable, Mortgage Lending, Credit, New Business Development, Investments, Restructuring, Loans, Banking, Financial Services, Small Business, Portfolio Management, Finance, Sales, Marketing, Mutual Funds, Sales Management, Entrepreneurship, Strategic Planning, Online Marketing, Lead Generation, Coaching, Insurance, Real Estate, Business Strategy, Wealth Management, Management, Negotiation, Email Marketing, Marketing Strategy, Credit Risk, Risk Management, Business Development, Online Advertising, Strategic Financial..., Retirement Planning, Start-ups, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
BA, Marketing Business Management
CRANFORD HIGH SCHOOL 1989 — 1993
Busniess Management
Xiwen Zheng's HSBC Securities Experience June 2005 - August 2005
Job Resident Physician at NewYorkPresbyterian Hospital, Columbia University Medical Center
Industry Medical Practice
Experience
NewYork-Presbyterian Hospital, Columbia University Medical Center June 2014 - Present
Emory University August 2009 - April 2010
HSBC September 2006 - November 2007
HSBC Securities June 2005 - August 2005
Skills
Data Analysis
Education
University of Chicago - The Pritzker School of Medicine 2010 — 2014
Doctor of Medicine (M.D.)
The University of Chicago 2002 — 2006
BA, Economics
NewYork-Presbyterian Hospital, Columbia University Medical Center June 2014 - Present
Emory University August 2009 - April 2010
HSBC September 2006 - November 2007
HSBC Securities June 2005 - August 2005
Skills
Data Analysis
Education
University of Chicago - The Pritzker School of Medicine 2010 — 2014
Doctor of Medicine (M.D.)
The University of Chicago 2002 — 2006
BA, Economics
Karma Shahin's HSBC Securities Experience October 2013 - Present
Job Vice President
Industry Investment Management
Experience
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
HSBC March 2015 - Present
HSBC Securities October 2013 - Present
Waddell & Reed October 2010 - October 2013
Bank of America September 2007 - May 2010
Skills
Sales Management, Credit, Loans, Banking, Mortgage Lending, Selling, Credit Analysis, Loan Origination, Consumer Lending, Mortgage Banking, Small Business Lending, Commercial Banking, Commercial Lending, Series 7, Series 63, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Capital Markets, Sales
Education
University of California, Irvine 2008 — 2011
B.A, Business Economics
Hiro Maeda's HSBC Securities Experience August 1999 - October 2003
Job
Industry Investment Management
Experience
BlueCrest Capital Management September 2014 - Present
East Front Management November 2012 - 2014
Asian Century Quest Capital LLC January 2005 - March 2012
Kingdon Capital November 2003 - December 2004
HSBC Securities August 1999 - October 2003
Skills
Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Equity Research, Financial Markets, Derivatives, Capital Markets, Emerging Markets, Valuation, Bloomberg, Financial Modeling, Investment Banking
Education
東京大学 / The University of Tokyo 1994 — 1998
Bachelor, Economics/ Management
The University of Tokyo
Bachelor of economics
BlueCrest Capital Management September 2014 - Present
East Front Management November 2012 - 2014
Asian Century Quest Capital LLC January 2005 - March 2012
Kingdon Capital November 2003 - December 2004
HSBC Securities August 1999 - October 2003
Skills
Investments, Asset Management, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Equity Research, Financial Markets, Derivatives, Capital Markets, Emerging Markets, Valuation, Bloomberg, Financial Modeling, Investment Banking
Education
東京大学 / The University of Tokyo 1994 — 1998
Bachelor, Economics/ Management
The University of Tokyo
Bachelor of economics
Christine Hoffmann's HSBC Securities Experience December 2013 - Present
Job VP, Markets Compliance at HSBC Securities
Industry Banking
Experience
HSBC Securities December 2013 - Present
Newedge August 2012 - December 2013
RBS November 2010 - August 2012
BGC Partners January 2010 - October 2010
Cantor Fitzgerald July 2008 - October 2010
Needham & Company July 2007 - June 2008
FINRA 2002 - 2007
National Stock Exchange 2002 - 2005
Skills
Securities, Series 7, Series 63, Trading, Bloomberg, Equities, FINRA, Equity Trading, AML, Alternative Investments, Bonds, Capital Markets, Electronic Trading, ETFs, Equity Derivatives, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Market Data, Investment Banking, Options, Series 24, Structured Products, Trading Systems, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business
B.S, Finance
HSBC Securities December 2013 - Present
Newedge August 2012 - December 2013
RBS November 2010 - August 2012
BGC Partners January 2010 - October 2010
Cantor Fitzgerald July 2008 - October 2010
Needham & Company July 2007 - June 2008
FINRA 2002 - 2007
National Stock Exchange 2002 - 2005
Skills
Securities, Series 7, Series 63, Trading, Bloomberg, Equities, FINRA, Equity Trading, AML, Alternative Investments, Bonds, Capital Markets, Electronic Trading, ETFs, Equity Derivatives, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Market Data, Investment Banking, Options, Series 24, Structured Products, Trading Systems, Derivatives
Education
University of Illinois at Urbana-Champaign - College of Business
B.S, Finance
Kris Deodato's HSBC Securities Experience 2001 - 2003
Job Managing Director High Grade Corporate Bond Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - Present
RBS Greenwich Capital 2006 - 2010
JPMorgan Chase January 2003 - January 2006
HSBC Securities 2001 - 2003
Barclays Capital 1997 - 2001
Skills
Fixed Income, Credit Trading, Rates, Credit Derivatives, Electronic Trading, Emerging Markets, Bonds, Bloomberg, Derivatives, Structured Products, Interest Rate..., Capital Markets, Trading, Hedge Funds, Equities, High Grade, High Yield, Structured Finance
Education
The George Washington University - School of Business 1987 — 1991
BBA, Finance
Jefferies & Company 2010 - Present
RBS Greenwich Capital 2006 - 2010
JPMorgan Chase January 2003 - January 2006
HSBC Securities 2001 - 2003
Barclays Capital 1997 - 2001
Skills
Fixed Income, Credit Trading, Rates, Credit Derivatives, Electronic Trading, Emerging Markets, Bonds, Bloomberg, Derivatives, Structured Products, Interest Rate..., Capital Markets, Trading, Hedge Funds, Equities, High Grade, High Yield, Structured Finance
Education
The George Washington University - School of Business 1987 — 1991
BBA, Finance
Yoonge Kong's HSBC Securities Experience 2005 - Present
Job Marketing director at HSBC Securities
Industry Broadcast Media
Experience
HSBC Securities 2005 - Present
Education
University of Florida 1998 — 2002
HSBC Securities 2005 - Present
Education
University of Florida 1998 — 2002
Scott Kerbel's HSBC Securities Experience February 2001 - Present
Job Managing DirectorHead of US Retail Structured Products at HSBC Securities
Industry Financial Services
Experience
HSBC Securities February 2001 - Present
Royal Bank of Scotland March 1999 - December 2000
CIBC World Markets October 1994 - March 1999
Education
The George Washington University 1984 — 1988
HSBC Securities February 2001 - Present
Royal Bank of Scotland March 1999 - December 2000
CIBC World Markets October 1994 - March 1999
Education
The George Washington University 1984 — 1988
Vanessa Guener's HSBC Securities Experience June 2011 - September 2012
Job Investor Relations Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase October 2012 - February 2014
HSBC Securities June 2011 - September 2012
HSBC Securities August 2010 - June 2011
Double Rock Corporation February 2009 - August 2010
Double Rock Corporation January 2008 - February 2009
Double Rock Corporation January 2007 - January 2008
Watertown Savings Bank December 2004 - October 2006
Skills
Mutual Funds, Securities, Fund Accounting, Hedge Funds, Fund Administration, Equities
Education
Jamestown College 2000 — 2004
BA, English
JPMorgan Chase February 2014 - Present
JPMorgan Chase October 2012 - February 2014
HSBC Securities June 2011 - September 2012
HSBC Securities August 2010 - June 2011
Double Rock Corporation February 2009 - August 2010
Double Rock Corporation January 2008 - February 2009
Double Rock Corporation January 2007 - January 2008
Watertown Savings Bank December 2004 - October 2006
Skills
Mutual Funds, Securities, Fund Accounting, Hedge Funds, Fund Administration, Equities
Education
Jamestown College 2000 — 2004
BA, English
Dhara Santhanam's HSBC Securities Experience October 2007 - November 2012
Job FX and FIC Specialist at RBC
Industry Financial Services
Experience
RBC April 2013 - Present
Bank of Tokyo-Mitsubishi UFJ December 2012 - March 2013
HSBC Securities October 2007 - November 2012
Barclays Capital March 2006 - October 2007
Jefferies Group Inc., New York May 2005 - February 2006
Skills
Fixed Income, Equities, FX Options, Capital Markets, Derivatives, Risk Management, Electronic Trading, Financial Markets, Trading Systems, Asset Managment, Middle Office, Equity Derivatives, Interest Rate..., Investment Banking, Hedge Funds, Back Office, Swaps, Bloomberg, Trading, Market Data, Asset Management
Education
R. V. College of Engineering, Bangalore
Bachelor of Engineering (B.E.)
Temple University
Master's degree, Finance and Financial Management Services
RBC April 2013 - Present
Bank of Tokyo-Mitsubishi UFJ December 2012 - March 2013
HSBC Securities October 2007 - November 2012
Barclays Capital March 2006 - October 2007
Jefferies Group Inc., New York May 2005 - February 2006
Skills
Fixed Income, Equities, FX Options, Capital Markets, Derivatives, Risk Management, Electronic Trading, Financial Markets, Trading Systems, Asset Managment, Middle Office, Equity Derivatives, Interest Rate..., Investment Banking, Hedge Funds, Back Office, Swaps, Bloomberg, Trading, Market Data, Asset Management
Education
R. V. College of Engineering, Bangalore
Bachelor of Engineering (B.E.)
Temple University
Master's degree, Finance and Financial Management Services
Michael Haut's HSBC Securities Experience July 2013 - Present
Job Analyst: Equity Derivatives at HSBC Securities
Industry Financial Services
Experience
HSBC Securities July 2013 - Present
HSBC Securities May 2011 - June 2013
JPMorgan Chase June 2010 - May 2011
New York Jets July 2007 - August 2007
Skills
Investment Banking, FX Options
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance, General
HSBC Securities July 2013 - Present
HSBC Securities May 2011 - June 2013
JPMorgan Chase June 2010 - May 2011
New York Jets July 2007 - August 2007
Skills
Investment Banking, FX Options
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance, General
Khaled Beydoun's HSBC Securities Experience September 2001 - October 2002
Job Portfolio Manager
Industry Financial Services
Experience
Riposte Capital February 2013 - Present
Libra Capital August 2012 - January 2013
Cheuvreux January 2006 - July 2012
Cheuvreux October 2002 - April 2006
HSBC Securities September 2001 - October 2002
HSBC Securities September 1995 - September 2001
Education
London School of Economics and Political Science 1992 — 1996
Master of Science (MSc), Economics
Riposte Capital February 2013 - Present
Libra Capital August 2012 - January 2013
Cheuvreux January 2006 - July 2012
Cheuvreux October 2002 - April 2006
HSBC Securities September 2001 - October 2002
HSBC Securities September 1995 - September 2001
Education
London School of Economics and Political Science 1992 — 1996
Master of Science (MSc), Economics
Monique Alcantara's HSBC Securities Experience July 2001 - Present
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities July 2001 - Present
Merrill Lynch August 1994 - June 2001
Education
State University of New York at Albany 1990 — 1994
HSBC Securities July 2001 - Present
Merrill Lynch August 1994 - June 2001
Education
State University of New York at Albany 1990 — 1994