Paul Whelan Email & Phone Number
Head of Credit Advisory
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Paul Whelan Location
- New York, NY, US
Paul Whelan Work
- Head of Credit Advisory @ HSBC Private Bank (March 2026 - Present)
- Executive Director @ (October 2023 - March 2026)
- Custom Credit Executive @ (October 2019 - October 2023)
- Private Bank Loan Officer @ (February 2017 - October 2019)
- Senior Vice President Business Development @ (August 2013 - July 2016)
- Director @ (April 2010 - August 2013)
- Principal and Chief Risk Officer @ VERO Capital Management LLC (August 2008 - April 2010)
- Director Risk Management for Wealth Management @ (August 2002 - August 2008)
- Vice President and Trading Floor Credit Officer @ Rabobank International (November 1998 - August 2002)
- Vice President and Global Hedge Fund Coordinator @ Banque Paribas (December 1996 - November 1998)
- Head of Counterparty Risk @ Banque Indosuez (September 1993 - December 1996)
Paul Whelan Education
- Rutgers University–Newark
MBA (Investments)
1990-1993 - Albright College
BS (Finance)
1985-1989
Paul Whelan Skills
- Wealth Management Services
- Risk Management
- Fixed Income
- Derivatives
- Credit Risk
- Hedge Funds
- Capital Markets
- Structured Products
- Equities
- Alternative Investments
- Asset Management
- Credit Analysis
- Wealth Management
- Private Banking
- Securities
- Swaps
- Investment Banking
- FX Options
- Structured Finance
- Investments
- Financial Risk
- Credit
- Due Diligence
- Private Equity
- Financial Structuring
- Mutual Funds
- Financial Markets
- Loans
- Relationship Management
Paul Whelan Summary
- Paul Whelan, based in New York, NY, US, is currently a Head of Credit Advisory at HSBC Private Bank. Paul Whelan brings experience from previous roles at Morgan Stanley, Bank of America, HSBC Private Banking and BBVA Compass. Paul Whelan holds a 1990 - 1993 MBA in Investments @ Rutgers University–Newark. With a robust skill set that includes Wealth Management Services, Risk Management, Fixed Income, Derivatives, Credit Risk and more. Paul Whelan has 2 emails on RocketReach.
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