Corporate Bond Trading, Operations, & Compliance Expert Witness

Vice President, HSBC Securities USA, Inc.

Bachelor of Business Administration (BBA), Temple University

(***)***-****

Pennsylvania

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

Expert Qualifications

This highly-skilled expert has nearly 15 years of experience in corporate bond trading, operations, and compliance. He holds a bachelor's in business administration from Temple University, is a certified scrum master, and is licensed in FINRA series 7, series, 63, and series 57. He started his career as an associate for emerging market fixed income sales at HSBC Global Banking and Markets, where he later became the vice president of emerging markets debt trading. He then went on to serve as a director at Investment Placement Group and as the vice president of emerging market debt trading at both Bank Leumi and Ramirez & Co. He is currently the co-founder of a finance technology company focused on equity purchasing.

Fee Data

$400/hr

Review Fee

$400/hr

Deposition Fee

$400/hr

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

1

Case Reviews

1

Testimonies

1

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Current

Co-Founder & Project Lead

An equity investment technology company in NY

Former

Vice President

Emerging Market Debt Trading

Ramirez & Co.

Former

Vice President

Emerging Market Debt Trading

Bank Leumi

Former

Director

Emerging Markets Debt Trading

Investment Placement Group

Former

Vice President

Emerging Markets Debt Trading

HSBC Securities USA, Inc.

Education

Degree

Institution

Major

Bachelor of Business Administration (BBA)

Temple University

Finance

Licenses & Certifications

Name

Issuing Organization

State

FINRA Series 7

FINRA

FINRA Series 63

FINRA

FINRA Series 57

FINRA

Certified Scrum Master

Scrum Alliance

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