Castle Hall Alternatives
Address: 1080 Côte du Beaver Hall #904, Montréal, QC H2Z 1S8, Canada Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Québec Phone: +1 450-465-8880Category: Website: : : : : : : Place name: Website: https://castlehalldiligence.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Castle Hall Posting publicly on the Web Write a review Reviews Be the first to review From Castle Hall "Castle Hall is a leading specialist in operational due diligence of alternative and traditional asset managers. With a team of more than 50, Castle Hall has grown to become the largest, dedicated due diligence organization worldwide, operating from...More "Castle Hall is a leading specialist in operational due diligence of alternative and traditional asset managers. With a team of more than 50, Castle Hall has grown to become the largest, dedicated due diligence organization worldwide, operating from offices in Montreal and Halifax in Canada; Zurich in Switzerland, Abu Dhabi in the UAE and Sydney, Australia."
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Castle Hall Alternatives Employees
Mitsubishi UFJ Fund Services October 2014 - Present
Castle Hall Alternatives June 2013 - January 2014
Skills
Analysis, Financial Analysis, Teamwork, Critical Thinking, Report Writing, Investments, Leadership, Microsoft Office, Hedge Funds
Education
CFA Institute
Sobey School of Business at Saint Mary's University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Nova Scotia Health Authority February 2015 - Present
Castle Hall Alternatives April 2013 - January 2015
KPMG LLP January 2011 - January 2013
Opal Family Services November 2008 - October 2010
Skills
Human Resources, Employee Relations, Recruiting, HR Consulting, Talent Management, Personnel Management, HR Policies
Education
Compu College 2007 — 2008
Advanced Diploma, Human Resources Management
St. Thomas University (CA) 2002 — 2006
Bachelor of Arts (B.A.), Media Studies, English
Castle Hall Alternatives March 2013 - Present
Citco Fund Services August 2012 - February 2013
Deloitte & Touche May 2011 - June 2011
Ernst & Young July 2010 - August 2010
Education
Sobey School of Business at Saint Mary's University 2010 — 2012
B.Comm.
College of the North Atlantic - Qatar 2008 — 2010
Diploma in Business Administration
Nova Scotia Health Authority (Community Health Teams) August 2013 - Present
Castle Hall Alternatives January 2012 - June 2014
Capital District Health Authority January 2008 - September 2011
Rothenberg Capital Management Inc. April 1995 - April 2000
Skills
Customer Service, Time Management, Data Entry, Microsoft Excel, Event Planning, Medical Terminology, Healthcare, Nonprofits, Microsoft Office, Word, Excel, PowerPoint, Human Resources, Microsoft Word, Office Administration, Multi Tasking, Bookkeeping, Internet, SAP, Succession Planning, Board Development, Non-profit..., Community Outreach
Education
Gander Collegiate 1982 — 1986
Dawson College
Office Administrative
Citco Fund Services August 2013 - Present
Citco Fund Services December 2012 - August 2013
Castle Hall Alternatives September 2010 - November 2012
Nova Scotia Business Inc. (NSBI) April 2007 - August 2010
ExxonMobil May 2005 - April 2007
RBC Royal Bank June 2003 - May 2005
Education
Certified Management Accountant
Dalhousie University
MBA
University of New Brunswick
BBA
Citi July 2015 - Present
AllianceBernstein July 2014 - April 2015
Towers Watson March 2014 - July 2014
Castle Hall Alternatives April 2010 - February 2014
Self employed February 2006 - August 2008
Skills
Operational Due..., Hedge Funds, Alternative Investments, financial modelling, management, Database Design, Equities, Risk Management, Management, Private Equity, Mutual Funds, Leadership, Due Diligence
Education
McGill University 2008 — 2010
Masters of Business Administration, Finance
McGill University 2002 — 2006
Bachelors of Science, Mathematics and Computer Science
Padworth College 2000 — 2002
High School, GCE A Levels
Castle Hall Alternatives February 2015 - Present
Manulife Financial September 2012 - September 2014
Symcor 2011 - 2012
International Olympic Committee January 2010 - March 2010
Skills
Business Analysis, Insurance, Leadership, Strategic Financial..., Customer Service, Vendor Management, Project Management, Team Leadership, Strategic Planning, Account Management, Team Building, Sales, Social Media, Strategy, Business Development
Education
Saint Mary's University 2006 — 2012
Bachelor of Commerce (B.Com.), Business/Commerce, General
CFA Institute September 2010 - Present
Castle Hall Alternatives January 2007 - Present
Amber Partners 2004 - 2005
UBP Asset Management (Bermuda) Ltd. May 2001 - June 2004
The Atlantic Philanthropies 1997 - 2001
Deloitte 1991 - 1994
Skills
Alternative Investments, Operational Due..., Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Leadership, Investments, Equities, Fixed Income, Fund Of Funds, Mutual Funds, Finance, Valuation, Securities, Corporate Governance, Financial Services
Education
University of Durham 1988 — 1991
BA, History and Economics
Castle Hall Alternatives September 2014 - Present
Scotia iTRADE September 2008 - September 2014
TradeFreedom Securities 2008 - 2010
Skills
Investments, Equities, Derivatives, Retirement Planning, Bonds, Securities, Fixed Income, Options, Financial Markets, Capital Markets, Bloomberg, Mutual Funds, Asset Management, Equity Trading
Education
CFA
Level II candidate
Concordia University
Bachelor of Arts (B.A.), Economics
Manulife Financial January 2015 - Present
Manulife Financial July 2013 - December 2014
Castle Hall Alternatives May 2012 - August 2012
Ippolitto Food and Produce Inc May 2009 - August 2010
Education
McGill University
Bachelor of Science (B.Sc.), Mathematics
CFA Institute
Castle Hall Alternatives January 2015 - Present
StatPro March 2013 - January 2015
Lester Asset Management January 2013 - March 2013
Marianopolis College and Privately September 2010 - May 2012
Skills
Financial Analysis, Microsoft Excel, Team Leadership, Financial Modeling, Microsoft Office, Equities, Economics, Fixed Income, SPSS, Portfolio Management, Team Building, Data Modeling, Bloomberg, Corporate Finance, Valuation, Investments, Finance, Capital Markets, Hedge Funds, Due Diligence
Education
McGill University 2009 — 2012
B. Com, Finance
Marianopolis CollegeWestmount 2006 — 2008
Commerce
Dartmouth College September 2015 - Present
Castle Hall Alternatives June 2015 - September 2015
Dartmouth College June 2014 - November 2014
Dartmouth Academic Skills Center June 2014 - August 2014
Compass Inc. January 2014 - June 2014
Skills
Fundraising, Social Media, Research, Microsoft Office, Leadership, Editing, Marketing, Blogging, PowerPoint, Microsoft Excel
Education
Dartmouth College 2012 — 2016
Bachelor of Arts, Government
Castle Hall Alternatives May 2015 - Present
Spartan Fund Management February 2015 - May 2015
KCS Fund Strategies Inc. March 2006 - August 2014
KCS Fund Strategies Inc. January 2005 - February 2006
SIAS Fund (SFU Endowment) September 2003 - December 2004
Scotia Private Client Group May 2004 - August 2004
IQON Financial Management Inc. March 2002 - November 2002
Investors Group June 2001 - March 2002
Investors Group August 1998 - June 2001
Investors Group April 1995 - August 1998
Skills
Alternative Investments, Due Diligence, Portfolio Construction, Investments, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Risk Management, Hedge Funds, CTA, Global Macro, Managed Futures, Long/Short Equity, Market Neutral, Event Driven, Fixed Income, Convertible Arbitrage, Multi-Strategy, Private Equity, Infrastructure, Real Estate, Investment Strategies, Investment Advisory, Investment Management, Relationship Management, Investor Relations, Investment Sales, Business Development, Product Development, Consulting, Strategic Planning, Business Analysis, Financial Modeling, Strategic Financial..., Retirement Planning, Estate Planning, Mergers & Acquisitions, Mutual Funds, Equities, Derivatives, Business Strategy, Securities, Investment Banking, Financial Services, Trading, Capital Markets, Corporate Finance, Insurance
Education
Simon Fraser University 2003 — 2004
MBA, Global Asset and Wealth Management, Finance
University of Waterloo 1989 — 1994
Bachelor of Math (B. Math, Honours - Business Administration), Mathematics, Business Admin, Information Systems
Lindsay Collegiate and Vocational Institute (LCVI) 1984 — 1989
Secondary School Diploma
Castle Hall Alternatives January 2015 - Present
Castle Hall Alternatives February 2014 - January 2015
National Bank of Canada February 2011 - January 2014
Uni-Select Inc. August 2010 - December 2010
Skills
Operational Due..., Finance, Investments, Hedge Funds, Financial Analysis, Private Equity, Corporate Finance, Portfolio Management, Banking, Derivatives, Fixed Income, CDS, DTC, Business Development, Bloomberg, Credit Risk, Financial Reporting, AvisTr, BoNY
Education
Université de Sherbrooke 2008 — 2010
B.A.A, Finance
MacGillivray Law March 2015 - Present
Best Buy Canada June 2013 - March 2015
Castle Hall Alternatives April 2012 - August 2012
Entrepreneurs with Disabilities Network September 2011 - December 2011
O'Regan's Automotive Group January 2011 - April 2011
Leon's Furniture Ltd. July 2010 - December 2010
Starbucks October 2009 - March 2010
Skills
Customer Service, Newsletters, Event Planning, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Satisfaction, Teamwork, Retail, Public Speaking, Event Management, Sales, Marketing, Budgets, Team Leadership, Logo Design, Graphic Design, Databases
Education
Saint Mary's University 2007 — 2012
Commerce, Global Business Management
Saint Pedro Poveda College 2003 — 2007
High School