Jeffrey Converse
Securities Principal at HSBC | Buffalo, New York, United States
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Jeffrey Converse is a seasoned Banking and Wealth Management Professional currently serving as a Securities Principal at HSBC. With an extensive background in financial services, Jeffrey leverages his expertise in compliance, relationship management, and retail sales to drive strategic initiatives within the firm. His role on the Principal Review Desk involves overseeing the compliance and regulatory aspects of securities transactions, ensuring that all activities align with FINRA regulations and HSBC's internal policies.
Jeffrey holds multiple FINRA licenses, including Series 9, 10, 7, 6, 63, and 65, as well as New York State Life, Accident, and Health insurance licenses, which underscores his comprehensive understanding of the financial landscape. His proficiency in Customer Relationship Management (CRM) systems enables him to foster strong client relationships, ensuring that customer needs are met with tailored financial solutions.
Currently, Jeffrey is spearheading key projects aimed at enhancing the firm's compliance framework and improving operational efficiencies. His commitment to maintaining high standards of financial compliance not only protects the firm but also instills confidence in clients seeking wealth management services. With a focus on delivering exceptional client experiences, Jeffrey continues to be a pivotal figure at HSBC, driving growth and innovation in the banking and wealth management sectors. His unique blend of skills and industry knowledge positions him as a trusted advisor and leader in the financial services arena.
Securities Principal at HSBC in November 2010 to Present
Registered Financial Representative at John Hancock Financial Network in August 2009 to October 2010
Assistant Manager at Verizon Wireless in November 2003 to June 2009
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Customer Relationship Management (CRM)
Series 7
Series 65
Life Insurance
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Discover more about HSBCWhat is Jeffrey Converse email address?
Email Jeffrey Converse at [email protected] and [email protected]. This email is the most updated Jeffrey Converse email found in 2026.
What is Jeffrey Converse phone number?
Jeffrey Converse phone number is +17164321549.
How to contact Jeffrey Converse?
To contact Jeffrey Converse send an email to [email protected] or [email protected]. If you want to call Jeffrey Converse try calling on +17164321549.
What is Jeffrey Converse net worth?
Jeffrey Converse has an estimated net worth of $25,000 to $49,999
What company does Jeffrey Converse work for?
Jeffrey Converse works for HSBC
What is Jeffrey Converse's role at HSBC?
Jeffrey Converse is Securities Principal
What industry does Jeffrey Converse work in?
Jeffrey Converse works in the Chemical Manufacturing industry.
Jeffrey Converse Email Addresses
Jeffrey Converse Phone Numbers
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