Paul Whelan Email & Phone Number
Head of Credit Advisory
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Paul Whelan Location
- New York, NY, US
Paul Whelan Work
- 2026 -now Head of Credit Advisory @ HSBC Private Bank
- 2023 -2026 Executive Director @
- 2019 -2023 Custom Credit Executive @
- 2017 -2019 Private Bank Loan Officer @
- 2013 -2016 Senior Vice President Business Development @
- 2010 -2013 Director @
- 2008 -2010 Principal and Chief Risk Officer @ VERO Capital Management LLC
- 2002 -2008 Director Risk Management for Wealth Management @
- 1998 -2002 Vice President and Trading Floor Credit Officer @ Rabobank International
- 1996 -1998 Vice President and Global Hedge Fund Coordinator @ Banque Paribas
- 1993 -1996 Head of Counterparty Risk @ Banque Indosuez
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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