Prospera Credit Union
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Prospera Credit Union Employees
Invis - Team RRP September 2015 - Present
Invis - Team RRP September 2010 - Present
Prospera Credit Union December 2009 - September 2010
Prospera Credit Union September 2007 - December 2009
G & F Financial Group 2005 - 2007
Skills
Mortgage Lending, Residential Mortgages, Commercial Mortgages, Loans, Refinance, Credit, Debt Consolidation, Investments, Wealth Management, Mortgage Underwriting, Banking, Portfolio Management, Real Estate Financing, Retirement Planning, Certified Mortgage..., Investment Properties, Wealth, Construction Loans, Financial Services, Home Equity Lines of..., Mutual Funds, Commercial Lending, Home Equity Loans, Lines Of Credit, Mortgage Banking, Mortgage Marketing, Reverse Mortgages
Education
The University of British Columbia 2010 — 2011
Mortgage Brokerage, Real Estate
British Columbia Institute of Technology 2007 — 2010
Financial Planning
RBC Royal Bank June 2015 - Present
RBC Royal Bank June 2013 - June 2015
RBC Royal Bank May 2009 - June 2013
Prospera Credit Union February 2008 - April 2009
Prospera Credit Union June 2003 - February 2008
Prospera Credit Union September 2002 - May 2003
Skills
Banking, Credit, Loans, Investments, Commercial Banking, Strategic Financial..., Financial Analysis, Real Estate Financing, Real Estate, Commercial Mortgages, Finance, Financial Services, Cash Management, Mutual Funds, Mortgage Lending, Residential Mortgages, Leadership, Portfolio Management, Credit Analysis, Wealth Management, Relationship Management, Risk Management, Consumer Lending, Management
Education
University of British Columbia 2007 — 2009
MBA, Strategic Management, Accounting
University of Northern British Columbia 1997 — 2002
B.Comm., Finance, Marketing
Ministry of Forests, Lands and Natural Resource Operations May 2012 - Present
Ministry of Forests, Lands and Natural Resource Operations May 2011 - Present
RIVER FISHING SAFETY WORKING GROUP December 2011 - February 2014
1-888-burnt-out? February 2011 - March 2011
Prospera Credit Union 2004 - 2009
Prospera Credit Union 1998 - 2004
Four Corners Community Savings 1997 - 1998
G&F Financial Group 1996 - 1997
Bank of Montreal October 1981 - September 1995
Skills
Team Building, Employee Relations, Credit, Compliance, Mutual Funds, Business Process, Retail, Organizational..., Performance Management, Coaching, Change Management, Banking, Leadership Development, Customer Relations, Loans, Hiring, Customer Service, Strategic Planning, Mentoring, Credit Risk, Mortgage, Negotiation, Policy, Team Leadership, Inventory Management, Credit Analysis, Budgeting, Orientation, Commercial Banking, Labor Relations, HR Strategy, Benefits Administration, Benefits, HR Policies, Employment Law, Compensation, Mortgage Lending, Business Development, Operations Management
Education
Institute of Canadian Bankers Association 1999 — 2000
Mutual Funds
Certified General Accountants 1977 — 1979
Certified General Accountants (CGA)
Douglas College 1970 — 1972
Sciences
CSI - Canadian Securities Institute
Canadian Securities Course
Internal Courses - Prospera Credit Union
Finance
Internal Courses - Bank of Montreal
Finance and Banking
Prospera Credit Union November 2010 - Present
Inventure Solutions May 2005 - November 2010
Canfor May 2004 - December 2004
Howe Sound Pulp and Paper September 2003 - December 2003
Skills
Data Analysis, Data Warehousing, Business Intelligence, Business Analysis, Reporting & Analysis, Databases, Business Analytics, Data Visualization, Requirements Gathering, Data Quality, Business Process..., SQL Server, Excel, Pivot Tables, R, SSRS, SSIS, Requirements Analysis, Data Migration, Banking, Credit Unions, Microsoft SQL Server, Python, C++, Change Management, Microsoft Excel
Education
Simon Fraser University 1997 — 2003
BSc, Computing Science
Simon Fraser University 2000 — 2006
BBA, Management Information Systems & Management Science
Coursera 2012 — 2015
Global Copper Group Inc. January 2015 - Present
NOBO Communications Incorporated January 2013 - Present
Select Sands Corp (Formerly La Ronge Gold) August 2013 - January 2015
Comstock Metals Corporation June 2013 - January 2015
Rainmaker Resources Ltd. April 2015 - 2015
Precipitate Gold Corporation March 2012 - October 2013
Vanguard Shareholder Solutions 2011 - 2012
Prospera Credit Union 2006 - 2010
Pair Co. Ltd & Swifttrade 2004 - 2006
Global Securities Corporation 1999 - 2004
Skills
Investor Relations, Capital Markets, Equities, IPO, Investments, Trading, Financial Markets, Investment Banking, Corporate Finance, Venture Capital, Corporate Communications, Securities, Funding, Private Equity, Public Relations, Emerging Markets, Investment Strategies, Strategy, Investment Advisory, Capital, Fixed Income, Wealth Management, Mutual Funds, Strategic Financial..., Equity Valuation, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Private Placements, Portfolio Management, Due Diligence, Valuation, Equity Research, Hedge Funds, Investment Management, Asset Management, Bonds, Stock Market
Education
The University of Calgary 1990 — 1993
General Studies
Canadian Securities Institute
Professional Financial Planner, Finance and Financial Management Services
TELUS June 2012 - Present
TELUS December 2011 - May 2012
TELUS May 2011 - November 2011
Public Works and Government Services Canada Travaux publics et Services gouvernementaux Canada January 2010 - April 2010
Fundamental Research Corp September 2009 - December 2009
Prospera Credit Union June 2009 - August 2009
Fasken Martineau DuMoulin June 2008 - August 2008
Skills
Project Management, Kaizen, Change Management, Business Analysis, Lean Six Sigma, Fair Process, Continuous Improvement, Data Analysis, Business Case..., Operational Readiness, Business Readiness, Leadership, Workshop Facilitation, Financial Analysis, Reporting & Analysis, Minitab, Team Leadership, Business Process, Process Improvement, CRM
Education
The University of British Columbia 2005 — 2011
Bachelor's Degree, Bachelor of Commerce- Finance
WU (Vienna University of Economics and Business)
Bachelor of Commerce (BCom), Finance
Chase August 2013 - Present
Bank of Luxemburg June 2006 - February 2013
Prospera Credit Union 2003 - June 2006
Citizens Bank - Flint 1999 - 2003
Education
University of Wisconsin-Madison 2009 — 2011
Graduate School of Banking
University of Phoenix 2004 — 2009
Business Management
UW Fox Valley 1994 — 1996
general
Collins Manufacturing, Langley BC February 2015 - Present
Advanced Integration Technology Canada August 2013 - December 2014
Bekaert Canada Limited July 2011 - March 2013
Prospera Credit Union 2003 - February 2011
Alpha Technologies Ltd February 2001 - September 2003
Ledalite Architectural Products May 1998 - January 2001
SNC-Lavalin Inc May 1995 - May 1998
Dairyworld Foods Inc January 1995 - May 1995
Labatt Breweries of Canada January 1978 - January 1994
Skills
Human Resources, Performance Management, Talent Management, Onboarding, Recruiting, Employee Relations, Employee Engagement, Succession Planning, Employee Benefits, New Hire Orientations, Project Planning, Workforce Planning, Deferred Compensation, Training, Personnel Management, Benefits Administration, Organizational..., Applicant Tracking..., Management, Job Descriptions, Job Evaluation, Sourcing, Labor Relations, Payroll, Leadership Development, Recruitment Advertising, HR Consulting, Compensation & Benefit, Employee Training, Talent Acquisition, Technical Recruiting, Policy, System Administration, Coaching, HRIS, Employer Branding, HR Policies, Leadership, Strategic HR, Executive Search, Administration, HR Transformation, Job Analysis, Hiring, Executive Coaching, Employment Law, Screening, Teamwork, Interviews, Organizational...
Education
Memorial University of Newfoundland
General Studies
The University of British Columbia
Management
BC Hydro July 2010 - Present
BC Transmission Corporation August 2008 - June 2010
Octaform Systems February 2008 - July 2008
University of BC January 2006 - January 2008
University of BC January 2005 - January 2006
Prospera Credit Union 2001 - 2004
Edelweiss Credit Union 1989 - 2001
Skills
Project Management, Microsoft Office, SharePoint, Change Management, Project Planning, Microsoft Excel, Human Resources, Risk Management, Leadership, Outlook, Emergency Management, Security, Program Management, Management, Business Analysis, Business Process..., Strategic Planning, Team Leadership, Business Continuity...
Education
McMaster University 2014 — 2014
Associate's Certificate, Business Analysis
International Association of Administrative Professionals 2013 — 2013
Certification - Administrative Professional & Organizational Management
Justice Institute of BC 2009 — 2011
Certificate, Emergency Management
UBC
Certificate, International Development
UBC
Certificate, Intercultural studies
British Columbia Institute of Technology
Certificate, Management Systems
Prospera Credit Union May 2015 - Present
Prospera Credit Union February 2011 - Present
Vancity January 2005 - February 2011
Skills
Banking, Risk Management, Credit, Business Strategy, Corporate Finance, Loans, Strategic Planning, Business Development, Commercial Banking, Leadership, Team Building, Coaching, Project Management, Performance Management, Financial Reporting, Financial Analysis, Management
Education
CMA Canada
CMA, Strategic Leadership Program
Certified Management Accountants Society of BC 2010 — 2010
Accelerated Program
University of Birmingham 1989 — 1991
BSocSc, Money, Banking and Finance
Retired September 2012 - February 2015
Centum Axis August 2012 - December 2014
ZLC Financial April 2012 - December 2014
Prospera Credit Union January 2008 - May 2011
Coast Capital Savings Credit Union 2004 - 2008
Skills
Retirement Planning, Investments, Mortgage Lending, Banking, Wealth Management, Finance, Strategic Financial..., Retirement, Insurance, Refinance, Home Equity Lines of..., First Time Home Buyers, Debt Consolidation, Mutual Funds, Residential Mortgages, Investment Advisory, Financial Planning
Education
Institute of Canadian Bankers 2002 — 2004
Personal Financial Planner, Financial Planning
Punjab Engineering College 1974 — 1978
Bachelor of Science (BS), Aeronautical Engineering, A
Prospera Credit Union 2014 - Present
Prospera Credit Union 2012 - 2014
Coast Capital Savings 2009 - 2012
Coast Capital Savings 2000 - 2009
Coast Capital Savings 1995 - 2000
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Lending, Training, Internal Audit, Credit Insurance, Referrals, Cross Selling, Construction Loans, Bridge Loans, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Stated Income, Retail Banking, Credit, Refinance, Underwriting, Credit Analysis, Finance, Wealth Management, Loans, Commercial Lending, Portfolio Management, Commercial Mortgages, Consumer Lending, Credit Risk, Credit Unions, Debt Consolidation, Investments, Certified Mortgage..., Financial Services, Mortgage Banking, Banking, Financial Risk, Mutual Funds, Risk Management, Mortgage Marketing, Strategic Financial..., Personal Banking, Real Estate Financing, Investment Advisory, Relationship Management, Commercial Banking, Reverse Mortgages, Second Mortgages, Retirement Planning, Retirement, Critical Illness, Branch Management
Education
Kwantlen University
Financial Services, Accounting, Economics
Prospera Credit Union May 2014 - Present
Fido Solutions September 2013 - May 2014
TD Merchant Services July 2013 - August 2013
PYRDAN Energy June 2011 - May 2013
RED ICE Technologies June 2003 - May 2013
Bell March 2010 - November 2011
Walmart March 2008 - August 2008
Trico Leisure Centre February 2008 - May 2008
Government of Canada - Elections Canada January 2006 - February 2006
Ovideo Inc August 2005 - September 2005
Skills
Web Development, Web Services, Graphic Design, HTML, CSS, PHP, JavaScript, Web Design, Windows, CMS, XHTML, Wordpress, Mac OS X, XP, Computer Hardware, Blackberry, Dreamweaver, Databases, SEO, Google Analytics, Photoshop, Website Development, MySQL, FTP, Microsoft Office, Troubleshooting, Database Administration, Operating Systems, Programming, Server Administration, jQuery, Web Content Management, Database Management, Adobe Creative Suite, E-commerce, MS Office Suite, Hosting, HTML5, Microsoft Office 2007, iPhone, Android, CSS3, WordPress, Windows Server, OS X, TCP/IP, ActionScript, IIS, Hardware, Microsoft Exchange
Education
Mount Royal University 2011 — 2013
Bachelor of Computer Information Systems, and Business, Computers, Entrepreneurship, Management
King's University 2008 — 2010
Computing Science Bachelor
The University of Calgary 2007 — 2008
B.Sc; Computer Science Bachelor
High SchoolLord Beaverbrook Senior High 2005 — 2007
High School Diploma
Prospera Credit Union January 2009 - Present
Skills
Retirement Planning, Insurance, Retail Banking, Wealth Management, Mutual Funds, Tax, Risk Management, Retirement, Credit, Investments, Asset Management, Banking, Financial Planners, Residential Mortgages, Securities, Mortgage Lending, Critical Illness, Wealth, Estate Planning, Financial Services, Portfolio Management, Investment Advisory, Commercial Banking, Loans, Wealth Accumulation, Strategic Financial..., Certified Financial..., Fixed Annuities, Wealth Management..., Investment Management, Finance, Income Protection, Relationship Management, Holistic Financial..., Commercial Mortgages, Financial Advisory, Investment Strategies, Bonds, Pensions, Personal Finance, Consumer Lending, Financial Planning, Commercial Lending, Debt Consolidation, High Net Worth..., Lines Of Credit, Personal Financial..., Segregated Funds, Financial Risk, Disability Insurance
Education
Kwantlen University College 2000 — 2004
Bachelor of Business Administration, Entrepreneurial Leadership
Burnaby Family Life February 2015 - Present
Western Canadian Properties Group April 2014 - December 2014
Ponderosa Peachland Development (formerly Treegroup Founders) July 2011 - February 2014
Mercer Bradley Inc. 2010 - September 2011
Prospera Credit Union October 2010 - December 2010
Olympic Broadcasting Services Vancouver April 2008 - May 2010
Peak Potentials Training July 2006 - April 2008
Norsat International June 2005 - July 2006
Ebco Metal Finishing LP October 2001 - June 2005
CDNX November 2000 - September 2001
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Procurement, Financial Accounting, Internal Controls, Budgets, Accounts Payable, Finance, Internal Audit, Accounts Receivable, Financial Statements
Education
Simon Fraser University 1976 — 1980
BA ( Com), Accounting
Investors Group Financial Services Inc. August 2009 - Present
Bank of Montreal June 2005 - August 2009
Prospera Credit Union June 1987 - February 2005
Skills
Financial Planning, Retirement Planning, Insurance Planning, Strategic Financial..., Investments, Financial Planners, Investment Strategies, Retirement, Wealth Management, Financial Services, Estate Planning, Mutual Funds, Mortgage Lending, Critical Illness, Disability Insurance, Finance, Life Insurance, Portfolio Management, Residential Mortgages
Education
The University of British Columbia 1987 — 1996
BA, General Studies
North Delta Senior Secondary 1985 — 1987
Prospera Credit Union April 2014 - Present
G&F Financial Group April 2012 - March 2014
G&F Financial Group September 2007 - April 2012
Prospera Credit Union 2001 - 2007
Skills
Mortgage Lending, Loans, Consumer Lending, Retail Banking, Residential Mortgages, Credit, Banking, Investments, Mutual Funds, Refinance, Lines Of Credit, Credit Analysis, Construction Finance, Contact Centre..., People Development, Coaching, Contact Center..., Contact Centre..., Mortgage Broker..., Call Centers
Education
British Columbia Institute of Technology 2014 — 2016
Associate Certificate, Leadership, Business
BCIT 2008 — 2012
Part Time Associate Certificate, Finance and Financial Management Services, 84% Average
Investment Funds Institute of Canada 2010 — 2010
Mutual Funds Investments
Kwantlen University College 2000 — 2001
Central 1 Credit Union June 2015 - Present
Stabilization Central Credit Union April 2006 - Present
Prospera Credit Union April 2001 - Present
Kaiser & Co. May 1998 - Present
Skills
Accounting, Small Business, Banking, Finance, Income Tax, Corporate Tax, Financial Analysis, Strategic Financial..., Tax, Financial Reporting, Payroll, Investments, Coaching, Bookkeeping, Financial Services, Mutual Funds, QuickBooks, Financial Planners, Wealth, Retirement, Estate Planning, Wealth Management, Financial Statements, Musician, Piano/keyboard, Strategic Planning, Financial Advisory, Retirement Planning, Financial Planning, Mergers & Acquisitions
Education
The University of British Columbia 1987 — 1990
Bachelor of Commerce, Accounting
Gladstone Secondary 1975 — 1980
Starlight Children's Foundation Canada August 2015 - Present
Lions Gate Hospital July 2015 - Present
Vancouver Coastal Health July 2015 - Present
Vancouver Coastal Health April 2015 - Present
Vancouver Coastal Health January 2015 - Present
Vancouver Coastal Health February 2015 - June 2015
BMO Financial Group June 2013 - May 2015
Prospera Credit Union January 2011 - June 2013
North Shore Culinary School / Lookout Community Shelter January 2011 - December 2011
CIBC January 2010 - January 2011
Skills
Public Health Education, Credit Risk, Retail Banking, Project Management, People Management, Coaching, Financial Analysis, Public Health, Patient Advocacy, Performance Management, Performance Appraisal, Team Leadership, Business Process..., Fundraising, Event Planning, Community Outreach, Medical Research, Hospital Information..., Culinary Education, Non-profit Volunteering, Non-profit Leadership, Non-profit Consulting
Education
Simon Fraser University 2002 — 2017
Bachelor’s Degree, BSc. Health Sciences
St John's Ambulance 2015 — 2015
First Aid Certificate - Health Care Provider Level
Harvard Management Mentor 2011 — 2011
Leadership Program, Organizational Leadership & People Management
Western University 2002 — 2002
(Summer Immersion) l'Ecole de Langue Française de Trois Pistoles, French Language and Literature
Prospera Credit Union 2007 - 2009
ATB Financial 2005 - 2007
Coast Capital Savings 1999 - 2001
BMO Financial Group January 1980 - February 1999
Skills
Management
Education
Seton Hall University 2009 — 2011
Master of Arts (M.A.), strategic communication and leadership, Honors
State University of New York College at Buffalo 1995 — 1997
Bachelor's degree, History
Syracuse University 1963 — 1965
Track
Prospera Credit Union July 2013 - Present
Web & Graphic Design May 2010 - Present
Freybe Gourmet Foods Ltd. June 2011 - June 2013
Old Navy June 2007 - July 2010
Skills
Dreamweaver, Illustrator, HTML + CSS, Adobe Creative Suite, InDesign, Photoshop, Flash, Typography, XHTML, Web Design, Illustration, Graphic Design, Website Development, SEO, Photography, Advertising, Creative Writing, JavaScript, Marketing Communications, Social Media, Public Relations, Microsoft Office, Brand Development, Excel, Word, Online Marketing, Social Media Marketing, Budgeting, Event Planning, Product Development, Budgets, HTML, Marketing, WordPress, Graphics, Logo Design, Business Cards, Branding & Identity, Adobe Acrobat, Multimedia, User Interface Design, HTML 5, Web Development, Editing, Facebook, Layout, Mac, CSS, Adobe Fireworks, Flash Animation
Education
British Columbia Institute of Technology 2010 — 2011
Certificate, Web Design
Vancouver Community College 2009 — 2010
Certificate, Digital Graphic Design
Prospera Credit Union February 2011 - Present
Skills
Public Relations, Fundraising, Event Management, Marketing, Community Development, Leadership, Sponsorship, Organizational..., Strategic Planning, Social Media Marketing, Marketing Communications, Community Outreach, Strategic Communications, Social Media, Media Relations, Corporate Social..., Volunteer Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2007
Master of Business Administration (MBA)
Queen's University 2006 — 2008
Master of Business Administration (MBA)
Boston College - Carroll School of Management
Corporate Citizenship Management, Corporate Social Responsibility
Carleton University 1994 — 1998
Bachelor of Music, Honours, Music
WSET with James Cluer
Alterna Savings / Alterna Bank 2013 - Present
East Coast Credit Union 2010 - 2012
Credit Union Atlantic January 2010 - October 2010
Vancity November 2006 - December 2009
Prospera Credit Union April 2004 - October 2006
Coast Capital Savings July 1997 - March 2003
Skills
Mortgage Lending, Mortgage Underwriting, Mutual Funds, Investments, Call Center, Business Development, Coaching Staff, Performance Reviews, Leadership, Account Management, Branch Administration, Retirement Planning, Holistic Financial..., Commercial Banking, Networking, Non-profit Volunteer, Communication, Customer Satisfaction, Sales Growth, Training Facilitation, Inbound Lead Generation, Outbound Marketing, Branch Management, Branch Operation, Small Business Banking, Consumer Lending, Team-orientated, Success Driven, Negotiation, Credit Analysis, Risk Assessment, Accounting, Small Business Lending, Lines Of Credit, Construction Loans, Skilled Relationship..., Small Business, Credit, Organizational..., Wealth Management, Portfolio Management, Residential Mortgages, Debt Consolidation, Refinance, Credit Risk, Commercial Lending, Relationship Management, Retirement, Strategic Financial..., Retail Banking
Education
Canadian Securities Institute 2000 — 2014
British Columbia Institute of Technology / BCIT 1996 — 1998
School of Business - Technology, Financial Management
Prospera Credit Union January 2012 - Present
Wells Fargo Equipment Finance Company May 2009 - January 2012
GE Capital June 2004 - April 2009
Finning (Canada) July 2000 - June 2004
Ford Credit Canada Limited July 1994 - June 2000
Skills
Commercial Banking, Banking, Credit, Sales, Sales Management, Lease Negotiations, Negotiation, Business Development, Business Relationship..., Leadership, Commercial Lending, Sales Operations, Relationship Management, Risk Management, Finance
Education
University of Alberta 1990 — 1994
Bachelor of Commerce, Finance
Royal Roads University
McCarthy Tétrault August 2015 - Present
Whistler Blackcomb August 2014 - August 2015
IKEA Group April 2012 - July 2014
BlueShore Financial (was North Shore Credit Union) March 2009 - April 2012
Prospera Credit Union October 2006 - March 2009
Honda Canada Inc. July 2006 - October 2006
Island Tan November 2004 - July 2006
Skills
Employee Engagement, Training, Performance Management, Recruiting, Human Resources, Succession Planning, HRIS, Onboarding, Management, Interviews, Personnel Management, Employee Benefits, New Hire Orientations, Public Speaking, System Administration, Talent Management, Employee Training, Program Management, Sales, Leadership Development, Change Management, Organizational..., Administration, Team Building, Executive Coaching, Workshop Facilitation, Hiring, HR Policies, Conflict Resolution, Employee Relations, Analysis, Leadership, Payroll
Education
University College of the Fraser Valley 2012 — 2016
BA in Adult Education
Vancouver Community College 2009 — 2011
PIDP, Adult Education
Simon Fraser University
Certificate in Human Resource Management
G&F Financial Group December 2011 - Present
G&F Financial Group April 2008 - November 2011
G&F Financial Group February 2007 - March 2008
Prospera Credit Union August 2004 - January 2007
The Bank of Nova Scotia August 2001 - August 2004
Hong Kong Baptist University August 1992 - January 1999
Skills
Risk Management, Relationship Management, Performance Management, Change Management, Team Building, Strategy, Leadership, Project Management, Contract Management, Resource Management, Budget P&L, Business Strategy, Sales Management, Operations Management, Management, Business Innovation, New Business Development, Credit, Mortgage Lending, Loans, Coaching, Investments, Analysis, Sales, Finance, Financial Services, Banking, Business Development, Organizational Change..., Business Intelligence, Analytics, Presentations, Business Analysis, Data Analysis, Data Modeling, Bayesian inference, Portfolio Management, Retail Banking, Strategic Planning, Financial Analysis, Wealth Management, Mutual Funds
Education
University of Oxford - Said Business School 2011 — 2012
Master's Diploma, Strategy & Innovation
The University of Western Ontario - Richard Ivey School of Business 2006 — 2007
Executive MBA, Cross Enterprise Leadership
University of Alberta 1987 — 1991
B.Sc., Earth & Biological Sciences
Sear Rogers International School 1983 — 1985
Royden House 1979 — 1983
Portuguese Community School 1976 — 1980
First National Financial January 2015 - Present
Prospera Credit Union November 2010 - December 2014
Genworth Financial Canada April 2009 - January 2011
Genworth Financial Canada August 2006 - April 2009
Skills
Mortgage Lending, Investments, Residential Mortgages, Banking, Credit Analysis, Mortgage Underwriting, Portfolio Management, Loans, Credit, Credit Cards, Real Estate Financing, Credit Risk, Real Estate, Retail Banking, Refinance, Loan Origination, Lines Of Credit, Small Business Lending, Debt Consolidation, Financial Services, Home Equity Lines of..., Underwriting, Consumer Lending, Cross Selling, Mortgage Banking
Education
The University of British Columbia / UBC 2012 — 2012
Real Estate Appraisal
University of San Carlos 1989 — 1992
Bachelor of Business Administration (B.B.A.)
Dalhousie University
Consumer Lending and Residential Mortgage Lending Course
Dalhousie University
CUIC 200 Credit Union System
Sunshine House Inc August 2015 - Present
Country Ovens, LTD February 2014 - July 2015
Prescott Miller Jewelers / Smaxx & Kade February 2013 - February 2014
Self-Employed May 2010 - February 2013
Park Bank May 2006 - April 2010
MidAmerica Bank July 2004 - April 2006
AB Credit Union April 2003 - June 2004
Prospera Credit Union June 2001 - March 2003
Skills
Marketing Strategy, Marketing Communications, Strategic Planning, Product Development, Social Media Marketing, Banking, Graphic Design, Adobe Creative Suite, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
University of Wisconsin-Milwaukee 2003 — 2005
Master of Science (MS), Marketing Technology
Carthage College 1998 — 2001
BA, Graphic Design/Business Administration
Associate Veterinary Clinics January 2013 - Present
Nutriva Group October 2009 - January 2012
Abbotsford Christian School July 2006 - October 2009
Prospera Credit Union July 1998 - July 2006
Cambrian Credit Union 1996 - 1998
Skills
Strategic Planning, Loans, Banking, Team Building, Coaching, Leadership, Risk Management, Entrepreneurship, Sales Management, Credit, Business Strategy, Marketing Strategy, Employee Relations, Customer Service, Mortgage Lending, Operations Management, Marketing, Change Management
Education
The University of Winnipeg 1985 — 1989
Bachelor of Arts (B.A.), Business/Managerial Economics
Prospera Credit Union March 2014 - Present
Prospera Credit Union January 2011 - February 2014
CEC Network May 2007 - July 2009
eCheetahsoft February 2006 - August 2006
Skills
Apache, DHCP, DNS, Firewalls, SharePoint, IIS, Linux, Active Directory, Network Administration, Security, ASP.NET, Networking, CSS, Windows, Network Security, TCP/IP, Computer Hardware, Troubleshooting, CCNA, Visual Basic, System Administration, Databases, Windows 7, C#, Windows Server, Integration, VMware ESX, Disaster Recovery, Microsoft SQL Server, Operating Systems, IT Management, XP, Visio, VMware, Servers, Virtualization, Data Center, Software Documentation, SQL, Cisco Technologies, Hyper-V, SAN, VPN, Microsoft Exchange, Hardware, Technical Support, Citrix, Information Technology, Wireless Networking, vSphere
Education
Simon Fraser University 2010 — 2011
Graduate Diploma in Business Administration, Business
British Columbia Institute of Technology 2006 — 2009
Bachelor of Technology, Computer Systems Technology, Network Administration and Security
British Columbia Institute of Technology 2003 — 2005
Diploma of Technology, Computer Systems Technology, Database
Prospera Credit Union January 2010 - Present
Education
Simon Fraser University 1971 — 1971
BCLC February 2011 - Present
Central 1 May 2006 - January 2011
Credit Union Central of BC May 2002 - May 2006
Credit Union Central of BC September 1997 - May 2002
Prospera Credit Union May 1992 - December 1994
Standard Chartered Bank September 1990 - August 1991
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Business Process..., Team Leadership, Agile Methodologies, Distributed Team..., Stakeholder Management, Cost Management, RFP Generation, Program Management, Business Integration, Technology Integration, Governance, Change Management, IT Strategy, Software Development, Visio, Integration, Requirements Gathering, Enterprise Architecture, PMP, PMO, Business Intelligence, Analysis, SharePoint, Systems Analysis, Business Requirements, Solution Architecture, Business Process, MS Project, Agile Project Management, Waterfall, ITIL, Project Portfolio..., IT Management, Project Delivery, User Acceptance Testing, Resource Management, Project Management
Education
Managing Successful Programs 2013 — 2013
Project Management Institute 2007 — 2007
PMP, Project Management
Simon Fraser University 1986 — 1989
BBA, Business Administration and Economics
Prospera Credit Union (Wisconsin) May 2012 - Present
Community First Credit Union March 2010 - May 2012
Prospera Credit Union April 1997 - March 2010
Skills
Consumer Lending, Loans, Budgets, Business Planning, Strategic Financial..., Forecasting, Process Improvement, Mortgage Lending, Commercial Lending, Investments, Financial Reporting, Internal Controls, Executive Management, Small Business Lending, Credit Unions, General Ledger, Mergers & Acquisitions, Auditing, Accounts Payable, Commercial Banking
Education
Lakeland College 2003 — 2006
BA, Accounting
University of Wisconsin-Oshkosh 1997 — 2001
BBA, Finance
CHC Helicopter August 2012 - Present
BCIT January 2008 - Present
DIMM Info Systems Inc. January 1999 - Present
airG Inc. July 2009 - July 2012
Interfor September 2002 - February 2009
Apparent Networks 2009 - 2009
Global Containers February 2005 - September 2008
BHP Billiton 2002 - 2006
Prospera Credit Union 2001 - 2001
Pivotal Corporation 1999 - 2001
Skills
Databases, SQL, SSRS, Business Intelligence, Business Intelligence..., Data Warehousing, Software Development, Microsoft SQL Server, Data Modeling, T-SQL, MySQL, SSIS, OLAP
Education
Univerzitet u Beogradu 1979 — 1984
Bachelor, Computer Science - Engineer of Informatics
A&W Food Services of Canada 2010 - Present
The Cross September 2009 - April 2010
Prospera Credit Union 2004 - 2008
Starbucks 2002 - 2004
Skills
Customer Service, Space planning, Microsoft Office, Photoshop, AutoCAD, Illustrator, Project Management, Photography, Project Planning, SketchUp, Event Planning, Time Management, Graphic Design, Microsoft Word, Interior Design, Space Planning
Education
British Columbia Institute of Technology 2006 — 2009
Diploma, Interior Design
University College of the Fraser Valley
General Studies
DLC Ace Capital Group June 2006 - Present
Prospera Credit Union 2003 - 2005
Skills
Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Real Estate, Refinance, Credit Analysis, Credit
Education
Simon Fraser University 1994 — 1999
Economics/Finance
TD May 2015 - Present
Prospera Credit Union September 2008 - November 2014
Prospera Credit Union January 2008 - September 2008
Prospera Credit Union October 2006 - January 2008
Envision Financial January 2005 - October 2006
Envision Financial 2002 - 2004
Envision Financial 2000 - 2002
Envision Financial 1999 - 2000
Envision Financial 1989 - 1999
Envision Financial 1987 - 1989
Skills
Loans, Team Leadership, Sales, Credit Analysis, Commercial Lending, Credit Cards, Mortgage Lending, Customer Service, Wealth Management, Branch Banking, Cash Management, Financial Services, Management, Performance Management, Small Business Lending, Underwriting, Commercial Banking, Retail Banking, Financial Analysis, Credit Risk, Investments, Change Management, Consumer Lending, Retirement, Coaching, Credit, Finance, Cross Selling, Mutual Funds, Leadership, Commercial Mortgages, Portfolio Management, Banking, Lines Of Credit, Team Building, Refinance, Home Equity Loans, Mortgage Banking, Retirement Planning, Risk Management, Relationship Management, Residential Mortgages, Insurance, Investment Advisory
Education
University of Phoenix 2001 — 2005
Bachelor's Degree, Business Management
Dalhousie University
Fellow of the Credit Union Institute of Canada, Business
RBC Global Asset Management (Phillips, Hager & North) March 2013 - Present
Temenos July 2011 - Present
Prospera Credit Union 2003 - 2011
Prospera 2003 - 2011
Westminster Savings Credit Union 1997 - 2003
Pro Soul Productions 1990 - 2000
CIBC 1995 - 1997
Sandman Hotel Group 1993 - 1995
Skills
Mutual Funds, Banking, Investments, Regular, Risk Management, Wealth Management, Financial Services, Loans, Employee Benefits, Retirement, Credit, Insurance, Relationship Management, Training, Securities, Portfolio Management, Analysis, Investment Advisory, Wealth, Mortgage Lending, Credit Risk, Retail Banking, Retirement Planning, Leadership, Finance, Strategic Financial..., Business Analysis, Tax
Education
Institute of Canadian Bankers 2004 — 2005
Branch Compliance, Trust Custody Services
Athabasca University
In Progress, Business Management
British Columbia Institute of Technology
Certificate, Hospitality & Tourism
Canadian Institute of Financial Planning
Certificate, Financial Planning
Canadian Securities Institute
Certificate, Branch Compliance Manager
Douglas College
Business Administration
H & R Block
Certificate, Income Tax Preparation
Southridge School June 2012 - Present
Prospera Credit Union June 2011 - June 2012
Prospera Credit Union January 2011 - May 2011
Fraser Health Authority May 2010 - February 2011
Fraser Health Authority January 2009 - May 2010
Coast Capital Savings Credit Union September 2001 - May 2004
Coast Capital Savings January 2000 - September 2001
Coast Capital Savings January 1994 - January 2000
Coast Capital Savings January 1989 - January 1993
Coast Capital Savings January 1988 - January 1989
Skills
Recruiting, Performance Management, Performance Improvement, Employee Benefits, HR Policies, Operating Budgets, Strategic Planning, Event Management, Project Management, Management, HRIS, Human Resources, Employee Relations, Organizational..., Personnel Management, Succession Planning, Employee Engagement, Coaching, Payroll, Employment Law, Policy, Labor Relations, Talent Management, Benefits Administration, Job Evaluation, Program Management, Analysis, Training, Onboarding, Compensation & Benefit, Strategy, Leadership, Workforce Planning, Organizational..., Leadership Development, Employee Training, Change Management, New Hire Orientations, Talent Acquisition, HR Consulting, Job Descriptions, Conflict Resolution
Education
British Columbia Institute of Technology 1996 — 2002
Human Resources Management
British Columbia Institute of Technology / BCIT
Business Management
Prospera Credit Union 2014 - Present
Vancity Credit Union February 2013 - August 2014
Investors Group Financial Services Inc. 2010 - 2012
RHC Website Development October 2006 - May 2010
Skills
Credit, Insurance, Risk Management, Wealth Management, Mutual Funds, Banking, Tax, Marketing, Financial Services, Finance, Retirement Planning, Investments, Strategic Financial..., Financial Planning
Education
BCIT 2010 — 2012
CFP, Certified Financial Planning Designation
Kwantlen University College 2007 — 2009
Marketing Management Diploma, Marketing
Dalhousie University
Insurance Council of British Columbia
Life Accident and Sickness License, Insurance
The Investment Funds Institute of Canada.
Mutual Funds License, Investments