Lisa Whelan
About Lisa Whelan
Lisa Whelan is a Relationship Director at HSBC, where she has worked since 2017. With over eleven years of experience in banking, she specializes in structuring corporate debt transactions for large business clients across various sectors.
Work at HSBC
Lisa Whelan has been serving as a Relationship Director at HSBC since 2017. In this role, she focuses on managing relationships with large business clients, specializing in corporate debt transactions. Her position at HSBC is based in London, United Kingdom, where she has accumulated significant experience in corporate banking.
Previous Experience at Barclays
Prior to her current role, Lisa Whelan held several positions at Barclays. She worked as an Associate Director in Barclays Investment Bank for a four-month secondment in 2014. Additionally, she served as Associate Director in Corporate Banking, focusing on Manufacturing, Transport, and Logistics from 2012 to 2014, and as Relationship Director for Technology, Media & Telecoms from 2014 to 2017. Her experience at Barclays contributed to her expertise in corporate banking.
Education and Expertise
Lisa Whelan's educational background includes a BA Honours degree in Marketing and Economics from the University of Strathclyde Business School. She also studied at the Institute of Chartered Accountants in England and Wales, where she achieved ICAEW status. Furthermore, she completed the Qualified Financial Adviser program at the Institute of Bankers in Ireland. This diverse educational background supports her specialization in structuring corporate debt transactions.
Background in Banking
Lisa Whelan has over eleven years of experience in the banking sector, primarily in corporate banking coverage roles. She began her career at Ulster Bank, where she participated in the Corporate Banking Graduate Programme from 2008 to 2010. Following this, she held various positions at Barclays, including Relationship Support Manager before advancing to more senior roles.