Jeffrey Converse

Jeffrey Converse is a banking and wealth management professional with extensive experience in financial compliance and relationship management. They have held roles such as Assistant Manager at Verizon Wireless and Registered Financial Representative at John Hancock Financial Network before becoming a Securities Principal at HSBC in 2010. Jeffrey earned a Bachelor of Science in Financial Services from Medaille College, where they studied from 2005 to 2007. They also hold multiple FINRA licenses, including Series 9, 10, 7, 6, 63, and 65, as well as New York State Life, Accident, and Health insurance licenses.