Jeff Needham Email & Phone Number
US Head of Mortgage and Wealth National Sales @ HSBC
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Jeff Needham Location
- San Francisco, CA, US
Jeff Needham Work
- US Head of Mortgage and Wealth National Sales @ (February 2024 - Present)
- Regional Manager - West Region @ (March 2018 - December 2021)
- Senior Vice President, Senior Area Manager @ (March 2013 - March 2018)
- Senior Vice President, Regional Mortgage Executive @ (January 2010 - June 2011)
- Senior Vice President, Divisional Manager @ (April 1993 - January 2010)
- US Head of Mortgage Originations @ (January 2022 - Present)
- Senior Vice President, NYC District Director @ (June 2011 - March 2018)
Jeff Needham Education
- Rochester Institute of Technology 1985-1990
- London Business School
Certificate (Leading Businesses Program)
- HSBC Risk Academy
Certificate (Risk Management)
- HSBC Global Leadership Academy
Certificate (Organizational Leadership)
Jeff Needham Skills
- Wealth Management
- Retail Banking
- Loans
- Mortgage Lending
- Credit
- Banking
- Portfolio Management
- Commercial Banking
- Mortgage Banking
- Series 63
- Management
- Financial Services
- Insurance
- Underwriting
- Risk Management
- Investments
- Relationship Management
- Series 7
- Finance
- Cross Selling
- Credit Analysis
- Credit Risk
- Credit Cards
- Commercial Lending
- Residential Mortgages
- Consumer Lending
- Private Banking
- Financial Risk
- Branch Management
- Small Business Lending
- Loan Origination
- Cash Management
- Commercial Mortgages
- Lines Of Credit
- Mutual Funds
- Retirement Planning
- Securities
- Project Management
- Services
- Sales
- Strategy
- Leadership
- Investment Properties
- Marketing
- Strategic Planning
Jeff Needham Summary
- Jeff Needham, based in San Francisco, CA, US, is currently a US Head of Mortgage and Wealth National Sales at HSBC. Jeff Needham brings experience from previous roles at HSBC Wealth & Personal Banking, HSBC Retail Banking and Wealth Management, HSBC and HSBC Mortgage Corporation. Jeff Needham holds a 1985 - 1990 Rochester Institute of Technology. With a robust skill set that includes Wealth Management, Retail Banking, Loans, Mortgage Lending, Credit and more. Jeff Needham has 2 emails and 1 mobile phone numbers on RocketReach.
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