Sandi Wagman
About Sandi Wagman
Sandi Wagman serves as the Head of Supervisory Analysts in the Americas and is a Senior Vice President at HSBC, where she has worked since 2005. She leads a team of five analysts and plays a key role in developing firm-wide policies and ensuring the integrity of research products.
Work at HSBC
Sandi Wagman has been employed at HSBC since 2005, serving as the Head of Supervisory Analysts in the Americas and holding the title of Senior Vice President. In this role, she leads a team of five Supervisory Analysts across three different geographies within the Americas. Her responsibilities include managing the global workflow of Supervisory Analysts and ensuring the integrity of research products and ratings through her participation in the Product Review Committee. She also plays a significant role in developing and implementing firm-wide policies and training programs.
Education and Expertise
Sandi Wagman earned her Doctor of Law (JD) degree from the State University of New York at Buffalo - Law School, where she studied from 1989 to 1992. Prior to this, she completed her Bachelor of Arts (BA) in English at Vassar College from 1985 to 1989. Her educational background in law and English has equipped her with the skills necessary for her leadership roles in financial analysis and research.
Background
Before joining HSBC, Sandi Wagman worked at Santander Investment Securities Inc as Managing Editor/Supervisory Analyst for Latin America Equity and Fixed Income Research from 2002 to 2005. She also held the position of Financial Editor/Supervisory Analyst at Morgan Stanley from 1999 to 2002. Her extensive experience in financial analysis and editorial roles has contributed to her expertise in the field.
Achievements
In her current position, Sandi Wagman chairs weekly team meetings to address research issues and complex concerns related to Supervisory Analysts. She also acts as a Subject Matter Expert for various Research IT development projects, focusing on enhancing the end-user experience and ensuring compliance with regulatory standards. Her leadership in training offsite analyst teams further demonstrates her commitment to professional development within the organization.