Brad Burk

Enthusiast
DISC Type : i

Managing Director - Loan Syndicate at HSBC

London, England, United Kingdom

Overview

Brad Burk is the Managing Director of Loan Syndicate at HSBC, where he leads the management of all Western European corporate and real estate loan underwriting risk. His expertise includes pricing, structuring, and distribution strategies for underwritten loans. He is an alumnus of Texas Tech University, where he studied Accounting.

Based on his professional background covering sectors like Oil & Gas and his Texan education, he likely maintains an interest in the energy sectors financial developments. He follows business literature from publications like the Harvard Business Review to stay current on market trends and innovative ideas.

Unique fact: In a previous role, he managed finance relationships across an unusually diverse set of EMEA sectors, including Metals & Mining, Utilities, Transport, and Infrastructure.

Personality Overview

Non-Confrontational

Consensus Focused

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Loan Underwriting Risk
His core responsibility at HSBC is managing all Western European corporate and real estate loan underwriting risk.
Leveraged Finance
Previously served as Director of Leveraged & Acquisition Finance at HSBC, building experience in delivering innovative financial solutions.
EMEA Sector Coverage
Has deep experience covering a wide range of sectors including Oil & Gas, Metals & Mining, Utilities, and Transport.

Media Appearances

Brad has no verified media appearances

Work History

9-2015
Managing Director - Loan Syndicate at HSBC
1-2005
Director - Leveraged & Acquisition Finance at HSBC
1-2000 - 4-2004
Vice President - Syndicated Finance at Bank of America

Education

1992 - 1996
Accounting from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 25 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director - Loan Syndicate at HSBC
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Brad

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Brad take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Brad

Personality Compatibility


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