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Phil Hatem Email & Phone Number

Wealth Management | Relationship Management | Alternative Investments | Product Management | Strategy | Global Custody | Business Transformation | Wealth Data | Family Office Operations at HSBC
Location: Brooklyn, New York, United States 8 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
HSBC
Role
Wealth Management | Relationship Management | Alternative Investments | Product Management | Strategy | Global Custody | Business Transformation | Wealth Data | Family Office Operations
Location
Brooklyn, New York, United States
Company size
186860 employees

Who is Phil Hatem? Overview

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Quick answer

Phil Hatem is listed as Wealth Management | Relationship Management | Alternative Investments | Product Management | Strategy | Global Custody | Business Transformation | Wealth Data | Family Office Operations at HSBC, a company with 186860 employees, based in Brooklyn, New York, United States. AeroLeads shows a matched LinkedIn profile for Phil Hatem.

Phil Hatem previously worked as Vice President - Client Engagement Team at Masttro and VP- Banking and Custody Product at Hsbc Bank Usa. Phil Hatem studied at University Of Hartford.

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HSBC

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Profile bio

About Phil Hatem

Strategic thinking executive with a bottom-line focus who views change as an opportunity for growth. Solution oriented leader who approaches challenges with an open mind, weighs multiple points of view and promotes transparent communication among team members. Strong ability to quickly grasp complex products and services and bring informative content to clients while building strong relationships. Consistently able to grow revenue while streamlining operational processes. A genuine and outgoing individual with a positive attitude and collaborative leadership style.

Current workplace

Phil Hatem's current company

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HSBC
Hsbc
Wealth Management | Relationship Management | Alternative Investments | Product Management | Strategy | Global Custody | Business Transformation | Wealth Data | Family Office Operations
New York, United States
Website
hsbc.com
Employees
186860
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Company profile
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8 roles · 32 years

Phil Hatem work experience

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Role listed

Hsbc

New York, United States

Vice President - Client Engagement Team

Masttro

New York, New York, US

Managed global onboarding for new institutional, SFO, MFO, and RIA clients. Coordinated with clients and internal staff to cultivate solutions for complex client structures, sophisticated alternative investments, and various pooled asset structures. Training leader for alternative investment functionality to all new hires and sophisticated clients.

Jun 2022 - May 2024

Vp- Banking And Custody Product

Hsbc Bank Usa

Oversaw processes to increase margins, revenue and client satisfaction through analyzing and solving operational deficiencies. Worked with team of 5-10 to develop banking strategies, new products and deposit rate guidance. Responsible for custody products including sales responsibility and AUC/revenue goals.

Jan 2018 - Oct 2020

Custody Team Lead And Senior Custody Client Manager

Hsbc Bank Usa

Managed a team of three custody officers for newly created role with $8B in AUC and $8-10M in annual custody revenue. Served as single point of contact for UHNW individuals, family offices and hedge funds for custody relationship, amounting to over $4B in AUC and $6-8M in custody revenue.

Jun 2011 - Jan 2018

Avp-Relationship Management

State Street Corp.

Boston, Massachusetts, US

Managed bank’s global custody relationships with foreign and domestic investment firms, banking institutions and Insurance companies. Functioned as primary liaison between investment managers and internal operation areas including securities settlement, securities lending, corporate actions and foreign exchange desks.

Aug 1999 - Apr 2009

At - Global Investor Services

Jp Morgan Chase

New York, NY, US

1998 - 1999 ~1 yr

Avp

Toyo Trust Company
1994 - 1998 ~4 yrs

Team Manager

Toyo Trust Company
1994 - 1998 ~4 yrs
Team & coworkers

Colleagues at HSBC

Other employees you can reach at hsbc.com. View company contacts for 186860 employees →

TC Tayla Claringbull Tayla Claringbull Colleague at HsbcLondon Area, United Kingdom, United Kingdom View → AK Akash Kumar Akash Kumar Colleague at HsbcKolkata, West Bengal, India, India View → TA Thaiana Almeida Thaiana Almeida Colleague at HsbcSão Paulo, São Paulo, Brazil, Brazil View → ES Eti Sulastri Eti Sulastri Colleague at HsbcWest Java, Indonesia, Indonesia View → AM Anupam Mishra Anupam Mishra Colleague at HsbcPune, Maharashtra, India, India View → CG Carlos Gon Carlos Gon Colleague at HsbcQuerétaro, Querétaro, Mexico, Mexico View → IW Ivan Wong Ivan Wong Colleague at HsbcHong Kong, Hong Kong SAR, Hong Kong View → PM Pritesh Mohapatra Pritesh Mohapatra Colleague at HsbcBengaluru, Karnataka, India, India View → MJ Mateo Jiang Mateo Jiang Colleague at HsbcHong Kong, Hong Kong SAR, Hong Kong View → FA Faizan Asif Khan Faizan Asif Khan Colleague at HsbcDelhi, India, India View →
1 education record

Phil Hatem education

  • University Of Hartford
    University Of Hartford
FAQ

Frequently asked questions about Phil Hatem

Quick answers generated from the profile data available on this page.

What company does Phil Hatem work for?

Phil Hatem works for HSBC.

What is Phil Hatem's role at HSBC?

Phil Hatem is listed as Wealth Management | Relationship Management | Alternative Investments | Product Management | Strategy | Global Custody | Business Transformation | Wealth Data | Family Office Operations at HSBC.

Where is Phil Hatem based?

Phil Hatem is based in Brooklyn, New York, United States while working with HSBC.

What companies has Phil Hatem worked for?

Phil Hatem has worked for Hsbc, Masttro, Hsbc Bank Usa, State Street Corp., and Jp Morgan Chase.

Who are Phil Hatem's colleagues at HSBC?

Phil Hatem's colleagues at HSBC include Tayla Claringbull, Akash Kumar, Thaiana Almeida, Eti Sulastri, and Anupam Mishra.

How can I contact Phil Hatem?

You can use AeroLeads to view verified contact signals for Phil Hatem at HSBC, including work email, phone, and LinkedIn data when available.

What schools did Phil Hatem attend?

Phil Hatem studied at University Of Hartford.

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