Andrew Mo
About Andrew Mo
Andrew Mo is a Senior Relationship Manager and Vice President at HSBC, where he has worked since 2022 in the San Francisco Bay Area. He has extensive experience in wealth management and advisory roles, having held positions at several financial institutions including Silicon Valley Bank and BNY Mellon Wealth Management.
Work at HSBC
Andrew Mo has been employed at HSBC as a Senior Relationship Manager and Vice President since 2022. He operates in the San Francisco Bay Area, where he focuses on managing client relationships and providing tailored financial solutions. His role involves collaborating with clients to understand their financial needs and offering appropriate banking products and services.
Previous Experience in Wealth Management
Before joining HSBC, Andrew Mo accumulated extensive experience in wealth management. He worked at Silicon Valley Bank as a Private Bank - Wealth Advisory Senior Associate from 2017 to 2020, where he provided advisory services to high-net-worth clients. He also served as a Premier Client Advisor at Silicon Valley Bank for 8 months in 2020, further enhancing his expertise in client relations and financial advisory.
Career Background
Andrew Mo's career includes roles at several notable financial institutions. He was a Wealth Associate at BNY Mellon Wealth Management from 2015 to 2017 and worked at Bernstein Private Wealth Management as an Associate for 5 months in 2017. Additionally, he was a Family Office Senior Analyst at ICONIQ Capital from 2020 to 2021, where he contributed to family office investment strategies.
Internship Experience
In 2014, Andrew Mo completed a 3-month internship at Pacific Gas and Electric Company as a Local Presence Intern. This early experience provided him with foundational skills in a professional environment, contributing to his development in the financial sector.
Education and Expertise
Andrew Mo earned a Bachelor of Science degree in Managerial Economics from the University of California, Davis. This academic background equipped him with analytical skills and economic principles that support his work in financial services and client management.