Wealth Relationship Officer @ (January 2024 - July 2025)
Relationship Banker @ (April 2023 - December 2023)
Founder and Owner @ FO Trading & Training LLC (June 2022 - April 2023)
Vice President - Sales and Customer Service @ (May 2004 - June 2021)
Senior Research Analyst @ (January 2000 - January 2004)
Alex Poon Education
The Hong Kong University of Science and Technology
Bachelor of Business Administration (Finance)
1996-1999
Alex Poon Skills
Strategic Planning
Sales
Business Development
Team Building
Portfolio Management
Investments
Strategy
CFA
FRM
Derivatives
Risk Management
Bloomberg
Public Speaking
Commodity Markets
Compliance
Fixed Income
Options
Hedging
Sales Management
Alex Poon Summary
Alex Poon, based in California, United States, is currently a Wealth Relationship Manager at HSBC. Alex Poon brings experience from previous roles at HSBC, Chase, FO Trading & Training LLC and ADMIS HONG KONG LIMITED. Alex Poon holds a 1996 - 1999 Bachelor of Business Administration in Finance @ The Hong Kong University of Science and Technology. With a robust skill set that includes Strategic Planning, Sales, Business Development, Team Building, Portfolio Management and more. Alex Poon has 3 emails and 2 mobile phone numbers on RocketReach.
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