Jeff Schein, Cpa Cga
About Jeff Schein, Cpa Cga
Jeff Schein is a Senior Relationship Manager in Corporate Banking at HSBC, where he has worked since 2009. He specializes in structuring and underwriting various financing solutions and has extensive experience in managing client relationships with business leaders.
Work at HSBC
Jeff Schein has been employed at HSBC since 2009, serving as a Senior Relationship Manager in Corporate Banking. In this role, he has accumulated 15 years of experience in managing client relationships and addressing various corporate financing needs. His responsibilities include structuring and underwriting financing solutions tailored to the specific requirements of businesses.
Education and Expertise
Jeff Schein is a Certified Public Accountant (CPA) and Certified General Accountant (CGA). His educational background and certifications provide him with a solid foundation in financial principles. He possesses extensive expertise in bank financing, credit analysis, and financial analysis, which supports his role in corporate banking.
Background
Jeff Schein specializes in structuring and underwriting a diverse range of financing options, including revolving loans, term loans, leasing, trade, and cash flow loans. His experience encompasses complex cash management requirements, allowing him to deliver tailored solutions to clients.
Achievements
Throughout his career, Jeff Schein has developed a successful track record in managing relationships with business owners and senior management, including CFOs and CEOs. His ability to understand and address the needs of key financial decision-makers has contributed to his effectiveness in corporate banking.