Jorge Garcia
- Role
- Senior Vice President at HSBC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jorge Garcia
Product Specialist covering Mutual Funds, ETFs, and Multi-Asset Discretionary Solutions…
Experience
Senior Vice President
Jun 2022 — Present
Regional Funds & ETFs Product Specialist, HSBC Global Private Banking - Investments & Wealth Solutions
Education
CFA Institute
Passed Level 2
MIT Sloan School of Management
Certificate, Investment Management Theory & Practice
2016
The College of New Jersey
Bachelor of Science, Business Administration - Finance
Skills
- Computer Proficiency
- Analysis
- Microsoft Office
- Research
- Investments
- Lotus Notes
- Options Strategies
- Investment Advisory
- Microsoft Word
- Business Analysis
- Equities
- Mutual Funds
- Equity Derivatives
- Bloomberg
- Variable Annuities
- Kickball
- Separately Managed Accounts
- Data Analysis
- Securities
- Microsoft Excel
- Retirement Income Strategies
- Series 7
- Wealth Management
- Computer Maintenance
- Life Insurance
- Financial Services
- Trading
- Investment Management
- Enterprise Valuation
- Corn Hole
- Financial Modeling
- Bloomberg Terminal
- Thompson One
- Banking
- Asset Allocation
- Financial Analysis
- Fixed Income
- Asset Management
- Powerpoint
- Can Jam
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