TD Securities
Industry: Capital market company
DescriptionTD Securities is a Canadian corporate and investment bank offering a wide range of integrated capital markets products and services to corporate, government, and institutional clients worldwide. Headquarters: Toronto, Canada Number of employees: 4,000 Revenue: 3.46 billion CAD (2018) Parent organization: Toronto–Dominion Bank Founded: 1987 Subsidiaries: TD Prime Services LLC,
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1,261 TD Securities employees in database. Find out everything there's to know about TD Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Securities Employees
TD Securities November 2014 - Present
TD Securities 2009 - 2014
TD Securities 2005 - 2009
TD Securities 2003 - 2005
Laurentian Bank Securities 1997 - 2002
Skills
Leadership, People Development, Performance Management, Team Building, Business Process..., Banking, SWIFT payments, International..., Trade Finance, Global Operations, Operations Management, Customer Service, Business Analysis, Project Coordination, Procedure Manuals, User Acceptance Testing, Financial Accounting, General Ledger, Operational Excellence, Operational Risk..., AML, KYC, Compliance, Disaster Recovery, Business Continuity..., Credit, Retail Banking, Risk Management, Portfolio Management, Credit Risk, Financial Services, Management, Financial Risk, Process Improvement
Education
McGill University
Diploma, Applied Management
McGill University
Bachelor, Honours Economics
TD Asset Management February 2012 - Present
TD Securities October 2009 - February 2012
Ontario Teachers Pension Plan Board June 2005 - December 2008
Ontario Teachers' Pension Plan June 2003 - June 2005
Ontario Teachers' Pension Plan June 1999 - June 2003
Skills
Trading, Portfolio Management, FX, Derivatives, Corporate Finance, Asset Management, Risk Management, Mutual Funds, Quantitative Analytics, Trading Strategies, Options, Wealth Management, Investment Management, Equity Derivatives, Foreign Exchange, Asset Allocation, Asset Managment, Bloomberg, Capital Markets, Equities, Equity Research, FX Options, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investments, Management, Swaps
Education
CFA Institute
Chartered Financial Analyst
McGill University 1997 — 1999
MBA, Finance
University of Engineering and Technology, Lahore 1991 — 1996
Bachelor of Engineering, Civil Engineering
Beedie Endowment Asset Management (BEAM) April 2015 - Present
TD Securities May 2015 - August 2015
Deloitte September 2014 - December 2014
City of Richmond May 2013 - August 2013
Education
Simon Fraser University 2011 — 2016
Bachelor of Business Administration (BBA)
National University of Singapore
Bachelor of Business Administration (BBA)
CIBC January 2015 - Present
RBC March 2014 - January 2015
CPA Canada (Chartered Professional Accountants Canada) October 2014 - October 2014
RBC January 2012 - March 2014
RBC June 2010 - January 2012
RBC July 2008 - July 2010
PwC August 2004 - July 2008
TD Securities May 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, External Audit, Internal Controls, Banking, Business Valuation, Internal Audit, Finance, Financial Accounting, Analysis, Financial Forecasting, Benchmarking, Competitive Analysis, Stress Testing, Change Management, Performance Management, Capital Forecasting, Collaboration, Strategic Leadership, Auditing, Financial Risk, Valuation, Portfolio Management, Strategic Financial..., Variance Analysis, Financial Statement..., Management Accounting, IFRS, Strategy, GAAP, Business Planning, Assurance, Budgets, Corporate Finance, US GAAP, Investor Relations, Capital Markets, Financial Advisory, Managerial Finance, Risk Management, Big 4, Accounting, Business Strategy, Management, Investments, Financial Services, Business Analysis, Credit
Education
Institute of Chartered Accountants of Ontario 2007 — 2007
Chartered Accountant
McMaster University 2001 — 2006
Honours Bachelor of Commerce (Summa Cum Laude), Accounting/Finance
CFA Institute
CFA Level III Candidate
Loyola highschool
TD Wealth Private Client Group October 2012 - Present
TD Securities July 2002 - January 2012
KPMG 2000 - 2002
Education
McGill University 2001 — 2002
MBA, Finance
TD Securities August 2014 - Present
Mount Allison Finance and Investment Club August 2012 - April 2014
Commerce Society May 2012 - April 2014
Mount Allison University November 2011 - April 2014
Mount Allison University September 2012 - March 2014
TD Securities May 2013 - August 2013
Universite de Moncton (MBA) January 2013 - May 2013
Mount Allison University November 2012 - April 2013
Ocean Capital Investments May 2012 - August 2012
Skills
Microsoft Excel, Hard working, Research, Critical Thinking, Data Analysis, PowerPoint, Market Research, Time Management, Fundraising, Microsoft Office, Teamwork, Statistics, Economics, Bilingual, Financial Analysis, Sales, Bloomberg, Fundamental Analysis, Budgets, Valuation
Education
Mount Allison University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance & Economics, Dean's List Student
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Mathieu-Martin High School 2007 — 2010
Honor Student
TD July 2015 - Present
The DeGroote Student Chapter for the Association of Information Systems May 2014 - April 2015
DeGroote Finance Association April 2012 - April 2015
TD Securities May 2014 - August 2014
DeGroote Student Chapter of the Association for Information System April 2013 - May 2014
Toronto Montessori Schools- Discovery Day Camp June 2012 - August 2013
Jameson Bank May 2013 - June 2013
Jameson Bank May 2012 - June 2012
DeGroote Finance Association September 2011 - May 2012
Education
McMaster University 2011 — 2015
Honours Bachelor of Commerce (B.Com.) Minor in Computer Science
Holy Trinity School
Graduated with Honours
TD Securities June 2013 - June 2015
RBC [Dexia] Investor Services March 2008 - March 2013
RBC Dexia Investor Services March 2005 - February 2009
RBC Global Services July 2003 - February 2005
RBC Financial Group November 2001 - June 2003
Hudson's Bay Company June 2001 - October 2001
Rogers iMedia September 2000 - May 2001
CNC Global March 2000 - August 2000
CGI August 1998 - February 2000
CIBC 1995 - 1997
Skills
Microsoft SQL Server, UML, Web Services, T-SQL, Solution Architecture, FX Hedging, FX Order Management, Oracle SQL, SSRS, .NET, VAR, Securities Lending, Business Systems..., Business Analysis, VB.net, C#, Oracle, Databases, SOA, Enterprise Architecture, Web Applications, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, Business Requirements, SSIS, DTS, ETL, PL/SQL, DB2, VB.NET, ASP.NET, Visual Basic, JavaScript, Integration, VBScript, Visio
Education
University of Toronto 2009 — 2009
Passing the PMP
Mohawk College 1993 — 1996
Diploma, Computer Science
BMO Capital Markets October 2013 - Present
CMAC Group Inc. September 2012 - October 2012
TD Securities April 2006 - October 2011
TD Securities 1998 - April 2006
TD Securities 1993 - 1998
Central Guaranty Trust 1989 - 1991
Skills
Derivatives, Capital Markets, Bonds, Fixed Income, Trading, Securities, Interest Rate..., Swaps, Options, Money Market, Financial Markets, Risk Management, Market Risk, Hedging, Trading Systems, Structured Products, Credit Risk
Education
McMaster University 1985 — 1989
Honours B.Commerce, Finance & Marketing
Scotiabank September 2014 - Present
Excecutive Women's Golf Association (EWGA) - GTA Chapter September 2012 - December 2014
RBC Insurance July 2013 - September 2014
Investors Group Financial Services Inc. September 2009 - July 2013
TD Securities June 2006 - July 2007
HSBC Canada July 2005 - July 2006
UFJ Bank March 1998 - July 2005
Skills
Investments, Estate Planning, Financial Planners, Small Business, Investment Strategies, Retirement Planning, Wealth Management, Business Development, Business Relationship..., Leadership
Education
National University of Singapore 1996 — 1997
MBA, Banking & Finance
TD Bank Group March 2013 - Present
TD Bank Group January 2010 - March 2013
TD Securities January 2007 - January 2010
TD Securities January 2002 - January 2007
Education
McMaster University 1994 — 1995
MBA, Finance, General
McMaster University 1990 — 1994
Bachelor of Commerce (B.Com.)
RBC Capital Markets March 2011 - Present
TD Securities June 1998 - January 2011
Education
CFA Institute 1997 — 1999
Chartered Financial Analyst (CFA)
Memorial University of Newfoundland 1990 — 1995
Bachelor of Commerce (B.Comm.)
Celernus Investment Partners Inc. September 2011 - Present
Gabriel Hound Capital January 2010 - September 2011
DundeeWealth Inc October 2006 - September 2009
TD Waterhouse Private Investment Advice April 2004 - September 2006
TD Securities September 2002 - April 2004
Skills
Investments, Wealth Management, Asset Allocation, Investment Strategies, Securities, Fixed Income, Portfolio Management, Hedge Funds, Equities, Business Strategy, Asset Management, Asset Managment, Mutual Funds, Derivatives, Bloomberg, Equity Research, Capital Markets, Alternative Investments, Valuation, Investment Management, ETFs, Bonds, Investment Advisory
Education
McMaster University
BA, Economics
Lorne Park
TD Securities August 2014 - Present
Onex June 2013 - August 2013
First National Financial LP May 2011 - August 2012
Skills
Teamwork, Residential Mortgages, Valuation, Financial Analysis, Commercial Mortgages, Investments, Finance, Capital Markets, Bloomberg, Portfolio Management
Education
Queen's University 2010 — 2014
Bachelor of Commerce
National University of Singapore 2013 — 2013
Exchange Semester, Finance, General
TD August 2014 - Present
TD Canada Trust October 2011 - August 2014
TD Securities July 2010 - September 2011
TD Canada Trust January 2008 - July 2010
Personal Lending Products August 2005 - January 2008
TD Canada Trust August 2004 - July 2005
Personal Lending Products April 2003 - August 2004
Credit Risk Management & Modelling (CRMM) January 2001 - April 2003
Skills
Banking
Education
St. Francis Xavier University 2010 — 2012
Diploma in Adult Education, Education
McMaster University 1997 — 2001
M. Sc, Pure Mathematics
York University 1993 — 1996
BA Hons, Pure Mathematics
Cawthra Park Secondary School
Cawthra Park Secondary School
TD November 2014 - Present
TD Securities April 2013 - November 2014
Research In Motion May 2011 - April 2013
Research In Motion August 2008 - May 2011
Research In Motion January 2007 - August 2008
Research In Motion April 2005 - January 2007
Aastra 2002 - 2005
MaxLink Communications 1999 - 2002
AT&T Canada 1998 - 1999
Cogeco Cable 1997 - 1998
Skills
Networking, Telecommunications, Blackberry, Mobile Devices, Wireless, Technical Support, Blackberry Enterprise..., ITIL, Team Leadership, Incident Management, Mobile Technology, Software Development, BMC Remedy, Troubleshooting, TCP/IP, Data Center, VoIP, System Deployment
Education
McMaster University 1992 — 1994
TD Securities November 2008 - Present
TD Insurance April 2007 - October 2008
Freedom 55 Financial June 2006 - January 2007
OARnet August 1999 - December 2005
OARnet November 1997 - July 1999
Skills
Project Planning, Project Implementation, Business Analysis, Requirements Gathering, Process Improvement, Use Case Analysis, Risk Based Testing, System Integration..., Non-functional Testing, Production Support, People Management, Cross-functional Team..., International Management, Operational Risk..., IT Management, IT Operations, Capital Markets, Trading Systems, Management
Education
McMaster University
Associate Ceritficate in IT Project Management
McMaster University
Advance Certificate of Completion in Business Analysis
The Ohio State University
Bachelor of Science, Financial Planning and Services
The Ohio State University
Bachelor of Arts, International Business
The Ohio State University
Bachelor of Science, Economics, minor in Computer Science
Stephen Financial Services Inc. 2004 - Present
Morgan Stanley 1998 - 2004
TD Securities 1994 - 1998
TD Bank 1984 - 1994
HypoVereinsbank (Munich, Germany) 1984 - 1984
Education
McMaster University 1980 — 1984
B.Comm
TD Securities October 2014 - Present
TD June 2013 - October 2014
Morgan Stanley January 2013 - May 2013
Merrill Lynch October 2012 - January 2013
Cantor Fitzgerald / BGC Partners December 2011 - January 2012
Skills
Investments, Mutual Funds, Portfolio Management, Bloomberg, Wealth Management, Credit Risk, Financial Risk, Analysis, Securities, Management, Trading, Insurance, Microsoft Excel, Middle Office, Options, CRM, Financial Analysis, Finance, Fixed Income, Financial Modeling, Equities, Strategic Financial...
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Wagner College 2011 — 2013
MBA, Management (2012); Finance (2013)
Monmouth University 2008 — 2011
BS, Economics
TD Securities August 2015 - Present
TD Bank Financial Group October 2014 - August 2015
Integrity Plus January 2014 - March 2014
Changjiang Securities Co., Ltd December 2010 - June 2012
Skills
Financial Analysis, Financial Modeling, Bloomberg Software, Financial Trading System, Hedge Funds, Mutual Funds, Investments, Capital Markets, Portfolio Management, Asset Management, Analysis, Finance, Analytical Skills, Quantitative Research, Collaborative Problem..., Risk Management, Credit
Education
McMaster University 2012 — 2014
Master of Business Administration (MBA), Finance
Sichuan International Studies University 2008 — 2012
Bachelor of Arts (BA), English(Internatioanl Relations)
TD Securities January 2014 - Present
Prudential Consulting Inc September 2011 - January 2014
PricewaterhouseCoopers May 2010 - September 2010
Larsen & Toubro Limited August 2005 - July 2009
Skills
Competitive Analysis, Market Research, Strategy, Consulting, Outsourcing, Strategic Planning, Financial Modeling, Financial Analysis, Analysis, Business Planning, Business Transformation, Risk Management, Vendor Management, Corporate Finance, Project Planning, Technology Advisory, Requirements Gathering, Requirements Analysis, Business Modeling, SEI CMM, Capital Markets, Equities, Business Analysis, Project Management, SDLC, Business Intelligence
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (MBA), Strategy, Finance
Nagpur University 2001 — 2005
Bachelor of Engineering (BEng), Electronics & Telecommunications
Lorne Steinberg Wealth Management Inc. 2011 - Present
Independent Consultant 2010 - 2011
RBC Capital Markets 2007 - 2010
CIBC World Markets 2004 - 2007
Northwest Value Partners, Inc. 2002 - 2004
TD Securities 2000 - 2002
TD Securities 1996 - 2000
Skills
High Yield, Debt, Credit, Investments, Bonds, Credit Analysis, Portfolio Management, Leveraged Finance, Credit Risk, Relative Value, Financial Modeling, Credit Portfolio..., Corporates
Education
McGill University 1987 — 1991
BA (Joint Honours), Finance & Economics
York University - Schulich School of Business 1991 — 1993
International MBA, Finance and Financial Management Services
WOSS
CIBC February 2015 - Present
TD January 2013 - Present
Brand Ideas Inc. January 2003 - Present
Bank of Montreal January 2012 - December 2012
TD Securities October 2009 - October 2012
Forzani Group January 2009 - July 2009
Sapient July 2008 - July 2009
Ontario Pension Board August 2006 - March 2008
Bank of Montreal July 2004 - July 2006
KPMG 2003 - 2004
Skills
Enterprise Content..., Program Management, IT Governance, Enterprise Risk..., IT Strategy, ECM, Document Management, Document Imaging, Operational Risk..., IT Transformation, FileNet, Governance, Competitive Analysis, Strategy, Project Management, SharePoint, Consulting, Vendor Management, SDLC, CRM, Management, Financial Services, Analysis, Business Process..., E-commerce, Project Portfolio..., Business Process, Business Process..., PMO, Business Analysis, Salesforce.com, Financial Risk
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Strategic Management
The University of Texas at Dallas 1991 — 1995
BSc. BAdmin, Finance
Modern School 1983 — 1990
Science
BMO Financial Group November 2013 - Present
BMO Financial Group January 2011 - November 2013
TD Securities September 2009 - November 2010
TD Securities July 2004 - September 2009
TD Securities January 2002 - June 2004
Scotia Capital September 2000 - December 2000
Skills
Capital Markets, Fixed Income, Derivatives, Corporate Finance, Bonds, Risk Management, Interest Rate..., Credit, Swaps, Hedging, Financial Structuring, Loans, Loan Origination, Credit Risk, Credit Analysis, LBO, Banking, Structured Products, Trading, Financial Services, Securities, Chartered Financial..., Equity Derivatives, FX Derivatives, Mergers & Acquisitions, Leveraged Lending, Building Relationships, Manage Client..., Maintaining Strong..., Financial Modeling, Financial Analysis, Financial Statements, Financial Risk, Equities, Options, Securitization, Finance, Syndications
Education
McMaster University 1999 — 2001
Master of Business Administration, Co-op (Finance Major)
Western University 1995 — 1999
Bachelor of Engineering Science, Chemical / Biochemical
Scotiabank February 2015 - Present
National Bank of Canada September 2014 - January 2015
CIBC March 2014 - September 2014
Project Management Institute, Southern Ontario Chapter (elected volunteer position) 2006 - June 2014
Scotiabank August 2012 - March 2014
TDSecurities May 2012 - June 2012
Bank of Montreal November 2011 - April 2012
TD Securities July 2010 - October 2011
eHealth Ontario September 2007 - June 2010
Royal Bank Capital Markets IT April 2004 - July 2007
Skills
Project Portfolio..., Program Management, PMP, SDLC, PMI, ITIL, Financial Risk, PMO, Management Consulting, IT Management, Governance, Project Management, Management, Strategy, Business Analysis, Requirements Analysis, Business Process, MS Project, Outsourcing, Project Delivery, Risk Management, Business Process..., Software Project..., Vendor Management, Business Intelligence, Project Planning, Team Leadership, Process Improvement, Resource Management, Consulting, IT Strategy, Integration, Leadership, SharePoint, Professional Services, Business Transformation, Business Process..., Enterprise Architecture, Business Development, Stakeholder Management, Requirements Gathering, CRM, Cross-functional Team..., Visio, Agile Project Management, IT Service Management, Change Management, Process Engineering, Healthcare Information..., Microsoft Project
Education
New York Institute of Technology-Old Westbury 1983 — 1986
MBA
The University of Western Ontario
BSc Honours, Biology
Goldman Sachs July 2014 - Present
Back on my Feet September 2013 - Present
Ernst & Young July 2012 - July 2014
Morgan Stanley March 2011 - July 2012
TD Securities February 2009 - March 2011
Ernst & Young January 2008 - February 2009
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Financial Accounting, US GAAP, CPA, Corporate Fraud..., Month End Close
Education
Michigan State University - The Eli Broad College of Business 2007 — 2007
MS, Accounting
Michigan State University 2003 — 2006
BA, Accounting
Microsoft - Kinect May 2013 - September 2013
University of Waterloo - National University of Singapore January 2013 - May 2013
Microsoft September 2012 - December 2012
Tagged April 2011 - January 2012
TD Securities August 2010 - January 2011
Pathway Communications December 2009 - May 2010
Education
University of Waterloo 2006 — 2014
BASc
Stanford University - Online
Online
National University of Singapore 2012 — 2013
Bachelor of Applied Science (B.A.Sc.)
TD Securities January 2014 - Present
Trillium Health Partners April 2007 - Present
TD Specialty Services May 2013 - December 2013
TD Waterhouse May 2011 - April 2013
Skills
Business Analysis, Project Management, Time Management, Finance, Process Improvement, Leadership, Securities Lending, Analysis, Risk Management, Microsoft Excel, Communication, Written & Oral..., Financial Analysis, Data Analysis, Teamwork, Capital Markets, Public Speaking, Motivational Speaking
Education
McMaster University 2007 — 2011
Bachelor of Arts (B.A.), Economics/French
TD Securities August 2013 - September 2014
TD Securities May 2012 - August 2012
Desautels Capital Management September 2010 - April 2012
PSP Investments May 2011 - August 2011
Investors Group Financial Services Inc. May 2010 - July 2010
Ocean Walk Medical Clinic June 2008 - August 2009
Student Works Painting June 2009 - July 2009
West Vancouver Soccer Club June 2008 - August 2008
Skills
Bloomberg, Equity Valuation, Equities, Portfolio Management, Investment Management, Economics, Hedge Funds, Securities, Mutual Funds, Finance, DCF, Strategic Financial..., Microsoft Excel, Investment Banking, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce: Honours, Investment Management
NGX May 2015 - Present
TD Securities January 2012 - May 2015
University of Calgary September 2009 - August 2011
University of Calgary September 2009 - August 2011
Logasold Assets Management Ltd (Hong Kong) October 2009 - September 2010
Skills
SAS, R, Time Series Analysis, Statistics, Stata, Matlab, Mathematical Modeling, Data Analysis, Biostatistics, LaTeX, SAS programming, Statistical Modeling, Survival Analysis, Analysis, Data Mining, Quantitative Analytics
Education
The University of Calgary 2009 — 2011
Master of Science, Statistics, GPA: 3.97/4
The Hong Kong University of Science and Technology 2007 — 2009
Master of Science, Financial Mathematics
Wuhan University 2003 — 2007
Bachelor of Science; Bachelor, Dual Degree: Mathematics; Economics
Rouen Business School
Stanford University September 2012 - March 2014
Samsung Electronics July 2013 - September 2013
Oliver Wyman May 2011 - September 2012
Deloitte July 2010 - April 2011
TD Securities January 2008 - August 2009
Scotiabank May 2007 - August 2007
City of Mississauga September 2006 - December 2006
University of Toronto Schools January 2006 - April 2006
Skills
Matlab, Data Analysis, C++, Project Management, Analysis, Java, VBA, SQL, C, Management Consulting, Program Management, Research, Python, Financial Modeling, Business Analysis, Networking
Education
Stanford University 2012 — 2014
Master of Science (M.Sc.), Electrical Engineering
University of Waterloo 2005 — 2010
Bachelor of Applied Science, Systems Design Engineering
National University of Singapore 2009 — 2009
Mechanical, Engineering
The University of Hong Kong 2008 — 2008
EComE, Engineering, History, Chinese
University of Toronto Schools 2000 — 2005
OSS and UTS Diploma, Secondary School
N/A Recruitment CoordinatorLudwig Financial RecruitmentMarch 2011 - December 2011
TD Securities September 2006 - March 2011
Education
Mount Royal University
Event Planning Certificate
Cunningham Lindsey February 2015 - Present
Cunningham Lindsey August 2010 - February 2015
Liberty Mutual August 2009 - August 2010
Liberty Mutual November 2006 - August 2009
TD Securities June 2006 - October 2006
AXA August 2004 - August 2006
American Express 2005 - 2005
Skills
Financial Reporting, Financial Modeling, Finance, Strategic Financial..., Internal Controls, Mergers & Acquisitions, Managerial Finance, Forecasting, Accounting, Financial Services, Financial Planning, Management, Financial Analysis, Analysis, Insurance, Auditing, Corporate Finance, Strategy
Education
York University - Schulich School of Business 2004 — 2006
MBA, Accounting
McGill University 1997 — 2001
BA, Economics and Political Science
CIBC World Markets January 2013 - Present
CIBC World Markets March 2010 - December 2012
TD Securities February 2006 - March 2010
Skills
Market Structure, Trading Systems, Electronic Trading, Market Data, Securities, Institutional, Economics, Series 7, Derivatives, Equities, Trading, Bloomberg, Options, Equity Trading, Prime Brokerage, Smart Order Routing, Execution Management, Order Management, Market Microstructure, SQL, VBA, Arbitrage, Risk, Hedge Funds, Series 63, ETFs, Trading System, Technical Analysis, Equity Derivatives, Financial Markets, Trading Strategies, Structured Products, Bonds, Financial Risk, Capital Markets, Fixed Income
Education
FINRA US Licensing 2008 — 2008
Series 38, 55, 63
Canadian Securities Institute 2005 — 2008
PDO, FLC, OLC, DFC, TTC, CPH
McMaster University 2001 — 2005
Honours BComm (summa cum laude), Corporate Finance and Economics
Aspire Financial Technologies August 2015 - Present
Aspire Capital Advisors Inc. November 2014 - Present
D'NA Investments Ltd. April 2014 - August 2015
Lawrence Park Capital Partners March 2011 - March 2014
Deutsche Bank October 2007 - February 2011
ABN AMRO Bank N.V. April 2006 - September 2007
TD Securities 1996 - 2005
hambros bank 1995 - 1996
Skills
Fixed Income, Capital Markets, Portfolio Management, Hedge Funds, Alternative Investments, Derivatives, Investments, Bonds, Structured Products, Asset Management, Securities, Financial Markets, Investment Strategies, Investment Banking, Trading, Financial Modeling, Emerging Markets, Financial Analysis, Wealth Management, Financial Risk, Credit, Structured Finance, Financial Structuring, Investment Management, Asset Allocation, Swaps, Asset Managment, Entrepreneurship, Entrepreneur, Credit Derivatives, Origination, P2P
Education
McGill University 1991 — 1993
MBA, Finance
The University of Western Ontario 1987 — 1991
BA, Administrative and Commerical Studies, Finance and Economics
TD July 2015 - Present
McMaster University Technology Services September 2014 - April 2015
McMaster Computer Science Society September 2014 - April 2015
McMaster University September 2011 - April 2015
TD Securities May 2014 - August 2014
Amec Foster Wheeler January 2013 - December 2013
Worldlynx Wireless September 2012 - April 2013
Amec Foster Wheeler 2011 - 2012
Education
McMaster University 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Honours Business Informatics
University of Toronto
Professional Development Units, Foundations of Project Management, A-
TD Securities August 2014 - Present
The Suit Magazine July 2013 - August 2014
Emigrant Bank May 2012 - July 2013
Artio Global Investors August 2009 - January 2012
Safra National Bank November 2005 - April 2009
Federal Reserve Bank May 2005 - November 2005
JPMorgan Chase August 1999 - May 2005
Skills
Laptops, Incident Management, XP, Active Directory, Citrix, Blackberry Enterprise..., Technical Support, Help Desk Support, Software Installation, Blackberry, Lotus Notes, Hardware, Windows 7, Printers, Service Desk, BMC Remedy, VMware, Windows Vista, Hardware Support, VPN, Troubleshooting, ITIL, Dell Computers, Desktop Computers, Operating Systems, Workstations, Computer Hardware, Microsoft Exchange, Windows XP, Norton Ghost, Outlook, Windows Server
Education
Ace Computer 2004 — 2004
MCP, Windows 2000
Computer Career Center 1998 — 1998
Certificate, MCSE-CNE
Nassau Community College 1996 — 1998
Associate's degree, Liberal Arts
Capco August 2011 - Present
Top Canadian Bank November 2014 - July 2015
Top US Bank March 2014 - September 2014
Investment Industry Association of Canada March 2012 - January 2014
Top Canadian Bank March 2012 - November 2012
Top Canadian Bank August 2011 - February 2012
TD Securities March 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
Capital One November 2002 - August 2005
Skills
Capital Markets, Financial Services, Investment Banking, Banking, Strategic Planning, Fixed Income, Derivatives, Financial Modeling, Equities, Financial Risk, Securities, Collateral Management, Credit Cards, Business Transformation, Market Infrastructure, Strategy, Structured Products, Trading, Business Analysis, Mergers & Acquisitions, Analysis, CRM, Risk Management, Management
Education
University at Albany, SUNY 1999 — 2002
MS, Statistics, Sociology
Nankai University 1995 — 1999
BA, English, Sociology
TD Securities May 2014 - August 2014
Capgemini July 2011 - June 2013
Arbutus Financial Services Ltd. July 2009 - June 2011
Vancouver Bullion & Currency Exchange June 2004 - June 2007
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
McGill University 2005 — 2009
BCom, Finance
Swiss Finance Academy 2007 — 2007
Wall Street Training Program
St. Georges 2000 — 2005
High School Diploma
Telesta Therapeutics Inc. January 2014 - Present
NEOMED Institute December 2012 - Present
Oxfam Quebec November 2010 - Present
Presagia Corp January 2014 - Present
Bellus Health June 2012 - February 2015
CQDM July 2009 - March 2014
Presagia Corp October 2011 - December 2013
Aegera Therapeutics Inc. September 2002 - September 2011
Mediatrix Telecom June 2000 - May 2002
TD Securities April 1997 - April 2002
Education
McGill University 1989 — 1991
MBA, Finance
McGill University - Macdonald Campus 1985 — 1987
M.Sc., Renewable Resources
The University of British Columbia / UBC 1982 — 1985
B.Sc., Science
TD Securities November 2013 - Present
TD Securities August 2011 - November 2013
GMP Securities May 2010 - August 2010
Bush Associates Ltd September 2008 - August 2009
McGill University Health Centre December 2007 - August 2008
Skills
Bloomberg, Capital Markets, Investment Banking, Equities, Financial Modeling, Corporate Finance, Portfolio Management, Series 7, Series 63, Canadian Securities..., Securities, Fixed Income, Investments, Valuation, Financial Analysis, Credit Analysis, Equity Research, Mergers & Acquisitions, Capital IQ, Hedge Funds, Financial Markets, Bloomberg Terminal, Derivatives, Economics, Equity Valuation, DCF, FX Options, Bonds, Trading, Securitization, Business Valuation, Alternative Investments, Asset Management, Relationship Management, Equity Trading, Financial Statement..., Private Equity, Finance, Investor Relations, Mutual Funds, Options, Strategic Financial..., Due Diligence, Credit Risk, Financial Services, Banking, Wealth Management, Financial Risk
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
McGill University 2003 — 2007
BSc, Physiology, English Literature
IBM Canada Ltd. August 2011 - July 2015
Aviva Canada April 2011 - June 2011
IBM Canada Ltd. January 2011 - April 2011
TD Securities June 2010 - September 2010
Revere IT LLC September 2006 - April 2010
Taylor Corp June 2006 - August 2006
Blue Earth Enterprise July 2003 - May 2004
Skills
Software Documentation, Business Analysis, Requirements Gathering, Quality Assurance, SDLC, Project Management, Project Planning, Business Process, Project Delivery, Project Coordination, Document Management, User Acceptance Testing, Documentation, Records Management, Acceptance Testing, Visio, Leadership, Process Improvement, Requirements Analysis, Testing, Business Acceptance..., Microsoft Project
Education
Minnesota State University, Mankato
Master’s Degree, Human Resource Management
john greene Realtor January 2014 - Present
Blast Fitness January 2013 - Present
Women's Workout and Wellness July 1988 - December 2012
TD Securities May 2002 - July 2011
Rom-Bo Trading Company October 2000 - May 2002
E.D. & F. Man International September 1997 - October 2000
ING Securities 1996 - 1997
GVN Options May 1994 - November 1996
Skills
Options, Customer Service, Trading Systems, Equities, Series 7, Electronic Trading, Equity Trading, Operations Management, Team Leadership, Risk Management, Event Planning, Investments, Securities, Microsoft Excel, Negotiation, Home Staging
Education
FINRA Series 7,24,55, and 63
Moraine Valley Community College
Travel Business/Meeting Planning
Wellgreen Platinum Ltd. August 2012 - Present
Northern Securities Inc. January 2011 - August 2012
Canaccord Genuity Inc. May 2010 - January 2011
TD Securities May 2005 - May 2010
Northern Securities November 2000 - May 2005
AT&T Canada 1994 - 2000
Skills
Equities, Securities, Equity Research, Valuation, Trading, Capital Markets, Corporate Development, Investor Relations, Investment Banking, Investments, Financial Modeling, Corporate Finance, Asset Managment, Hedge Funds, M&A experience, Strategic Partnerships, Mining, Oil & Gas Industry, Technology, Business Strategy
Education
York University - Schulich School of Business 1997 — 2000
MBA, Finance, Strategy
McMaster University 1989 — 1994
Bachelor of Engineering & Management
Td Securities June 2015 - Present
PepsiCo June 2014 - September 2014
IJW Management Inc. June 2013 - May 2014
Skills
Microsoft Office, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Team Leadership, Bloomberg, Microsoft Excel, Business Valuation, Financial Reporting, Teamwork, Analysis
Education
CFA Level 3 candidate
Concordia University 2012 — 2015
Goodman Institute of Investment Management MBA, Finance
John Molson School of Business, Concordia University 2010 — 2012
Bachelor of Commerce, Finance
McGill University 2007 — 2009
Bachelor of Science (B.Sc.), Environmental Science
Belmont Capital Group June 2010 - Present
Dorchester Capital Advisors, LLC June 2008 - June 2010
UBS Wealth Management 2005 - June 2008
TD Securities 2002 - 2003
Stafford Trading (merged w/TD Securities) 2001 - 2002
Bear Wagner Specialists 2000 - 2001
Stafford Trading 1998 - 2000
Skills
Hedge Funds, Equities, Options, Portfolio Management, Investments, Trading, Investment Strategies, Equity Derivatives, Alternative Investments, ETFs, Asset Management, Hedging, Financial Advisory, Options Strategies, Derivatives, Equity Research, Trading Strategies, Proprietary Trading, Bloomberg, Volatility, Market Making, Asset Managment
Education
Michigan State University 1993 — 1997
BA, Finance
CIBC November 2014 - Present
BMO Financial Group May 2014 - November 2014
TD Bank June 2009 - May 2014
TD Bank June 2005 - June 2009
TD Securities March 2004 - June 2005
TD Securities March 2002 - March 2004
TD Securities June 2001 - March 2002
TD Waterhouse May 2000 - May 2001
CIT 1999 - 1999
Skills
Derivatives, Fixed Income, Liquidity, ALM, Stress Testing, Funding, Market Risk, Liquidity Risk, FX Options, Capital Markets, Interest Rate Risk..., Credit Risk, Risk Management, Credit Derivatives, Treasury
Education
McMaster University 1997 — 2001
Hons B.A., Economics
Barclays Investment Bank July 2015 - Present
TD Securities October 2009 - June 2015
TD Bank Group March 1997 - October 2009
Skills
Trace, Bloomberg Terminal, trade reporting, Project Management, Bloomberg, Capital Markets, Trading, Portfolio Management, Credit Analysis, Credit, Equities, Credit Risk, Management
Education
Western Michigan University - Haworth College of Business 1994 — 1996
MBA, General Management
McGill University 1986 — 1990
BA, Political Science
TD Securities October 2009 - Present
TD Securities December 2007 - October 2009
TD Securities December 2004 - December 2007
TD Securities September 2002 - December 2004
TD Securities January 2002 - September 2002
TD Securities October 1999 - January 2002
HSBC September 1996 - October 1999
Skills
Bloomberg, Market Risk, Derivatives, Capital Markets, Credit Derivatives, Hedge Funds, Credit Analysis, Fixed Income, Financial Analysis, Risk Management, Equities
Education
McMaster University
MBA, Finance
McGill University
Bachelor of Commerce, Business
Financial Risk Manager (FRM)
Chartered Financial Analyst (CFA)
Canadian Securities Course (CSC)
Manulife Financial May 2014 - Present
TD September 2013 - May 2014
TD Bank Group May 2012 - August 2013
TD Bank Group September 2011 - April 2012
TD Bank September 2007 - July 2011
TD Bank November 2005 - September 2007
TD Securities July 2004 - October 2005
TD Securities October 2000 - June 2004
TD Securities June 1999 - September 2000
TD Securities July 1998 - June 1999
Skills
Banking, Credit Risk, Financial Analysis, Credit, Commercial Banking, Finance, Cash Management, Financial Services, Business Analysis, Derivatives, Credit Analysis, Investment Banking, Process Improvement, Analysis, Product Management, Financial Reporting, Financial Modeling, Relationship Management, Leadership, Financial Risk, Retail Banking, Payments, Change Management, Corporate Finance, Negotiation, Operational Risk, Loans, Financial Management, Audit, Commercial Lending, Business Payments, Strategy, Investments, Management
Education
Chartered Financial Analyst 1998 — 2001
CFA, Financial Analysis
McGill University 1996 — 1998
MBA, Finance
The Institute of Chartered Accountants of India 1989 — 1992
C.A, Accounting
Narsee Monjee College of Commerce & Economics 1984 — 1989
B. Com, Accounting
St. Thomas High School 1973 — 1984
SSC
Ontario Teachers' Pension Plan September 2009 - Present
Scotiabank September 2007 - September 2009
Bear Stearns October 2006 - August 2007
TD Securities April 2005 - September 2006
University of TorontoToronto 2002 - 2005
Skills
Quantitative Finance, Fixed Income, Market Risk, Capital Markets, Bloomberg, Portfolio Management, Financial Modeling, Valuation, Risk Management, Equities, Equity Research, Financial Risk, Interest Rate..., Equity Derivatives, Banking, Hedge Funds, Options, Financial Analysis, Investments, Bonds, FX Options, Mutual Funds
Education
Nanjing University
Bachelor’s Degree
Queen's University
Master’s Degree
University of Toronto
Master’s Degree
Citi June 2010 - Present
TD Securities 2004 - 2009
RBC Capital Markets 1998 - 2002
Skills
Investment Banking, Financial Modeling, Equities, Corporate Finance, Capital Markets, Fixed Income
Education
McGill University
Selwyn House
University of Virginia Darden School of Business
Google August 2015 - Present
CMT Asset Management August 2013 - July 2015
Tibra 2012 - 2013
Cactus Trading Systems, LLC October 2009 - July 2012
TD Securities May 2007 - January 2009
Chicago Trading Company 2005 - 2007
Pullman Foundation October 2004 - February 2005
Boat People SOS July 2003 - July 2004
Oasis Advanced Engineering May 2002 - August 2002
Michigan State University February 2001 - August 2001
Skills
Architecture, Distributed Systems, Trading Systems, High Performance..., Low Latency, C++, OOAD, Unix, Software Development, Perl, Shell Scripting, Team Leadership, Agile Methodologies, Multithreading, Object Oriented Design, Public Speaking, STL, Software Design, Test Driven Development, Linux, Software Engineering, Python, Architectures, Scrum, C#, Electronic Trading, System Architecture, Design Patterns, .NET
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master, Business Administration, concentration Analytical Finance, Econometrics, and Entrepreneurship
The University of Chicago 2004 — 2005
Master, Computer Science
Michigan State University 1999 — 2003
Bachelor, Computer Science
Michigan State University 1999 — 2003
Bachelor, Telecommunications
Self May 2007 - Present
Jump Trading March 2003 - August 2006
TD Securities January 2002 - January 2003
KFT DPM February 2001 - December 2001
Education
Michigan State University 1998 — 2000
TD Securities June 2013 - Present
HSBC Securities (USA) LLC September 2010 - May 2013
RBS Securities Inc. June 2009 - August 2010
Royal Bank of Scotland August 2008 - May 2009
RBS July 2006 - July 2008
Skills
Financial Modeling, Portfolio Management, Debt, Capital Markets, Corporate Finance, Investments, Trading, Banking
Education
Miami University 2002 — 2006
BS, Finance
TD Securities November 2014 - Present
APOS Systems Inc. April 2014 - July 2014
The Createch Group June 2005 - March 2014
Jervis B. Webb Company January 2003 - June 2005
Ivara Corporation (now Bentley) February 2000 - January 2003
Avantis/Wonderware (now Invensys) August 1997 - February 2000
Mettler Toledo December 1986 - August 1997
Skills
Microsoft SQL Server, C#, Maximo, JavaScript, Oracle, Visual Basic, ASP.NET, JSP, HTML, CMMS, Programming, Integration, SQL, Databases, XML
Education
McMaster University 1982 — 1986
B.Eng, Electrical Engineering
Borden Ladner Gervais LLP (BLG) January 2015 - Present
TD Securities April 2010 - October 2014
TD Securities September 2009 - May 2010
PixSense June 2008 - June 2009
ECASoft January 2001 - May 2008
Netpace January 1998 - January 2001
Skills
SQL Server, ASP.NET, SSRS, T-SQL, ADO.NET, DHTML, Data Modeling, SSIS, JavaScript, C#, SSAS, HTML, SQL, Web Services, Business Analysis, .NET, Application Development, CSS, WCF, LINQ, MySQL, PMP, WPF, jQuery, ASP.NET MVC, archi+, Application Architecture, Solution Architecture, Data Warehouse..., SOA, Microsoft SQL Server, Software Development, Design Patterns, AJAX, Hibernate, Requirements Analysis, SDLC, Java Enterprise Edition, Databases, Software Project..., Oracle, Database Design, Web Applications, Software Design
Education
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2001 — 2002
MCS, Computer Science
National University of Computer and Emerging Sciences 1994 — 1997
BCS, Computer Science
RBC Royal Bank of Canada September 2013 - Present
Royal Bank of Canada March 2011 - August 2013
TD Securities August 2009 - March 2011
TD Securities May 2007 - August 2009
Skills
Derivatives, Portfolio Management, Risk Management, Capital Markets, Investments, Financial Risk, Structured Products, Financial Reporting, Analysis, Securitization, Structured Finance, Accounting, Hedging, Economics, Middle Office, Financial Modeling, Banking, Financial Analysis, Credit Risk, Fixed Income
Education
McMaster University 2003 — 2007
B. Comm (Hons), Accounting
CFA Institute
CFA II Candidate
Certified General Accountants of Ontario
CGA
Cumberland Private Wealth Management August 2000 - Present
Cumberland Private Wealth 2000 - Present
CIBC Wealth Management 1998 - 2000
CIBC Wealth Management 1994 - 1998
TD Securities 1986 - 1993
Skills
Wealth Management, Strategic Financial..., Investments, Fixed Income, Retirement Planning, Estate Planning, Asset Managment, Investment Strategies, Investment Advisory, Equities, Asset Management, Financial Advisory, Alternative Investments, Portfolio Management, Mutual Funds, Financial Services, Securities, Strategic Planning, Financial Analysis, Investment Management, Asset Allocation, Capital Markets, Financial Modeling
Education
McMaster University 1976 — 1980
Economics
TD Securities November 1999 - Present
Skills
Market Risk, Derivatives, Banking, Business Analysis, Capital Markets, Equities, Financial Risk, Fixed Income, PMO, Program Management, Strategy
Education
McGill University 1994 — 1998
TD Securities December 2011 - Present
TD Securities December 2006 - December 2011
BNY Mellon June 2004 - December 2006
Skills
Banking, Business Analysis, Capital Markets, Derivatives, Equities, Financial Analysis, Fixed Income, Management, Risk Management, SDLC, Vendor Management, Investment Banking, ITIL, Portfolio Management, Disaster Recovery
Education
Stevens Institute of Technology 2001 — 2004
Master's Degree, Management Information Systems, General
New Jersey City University 1996 — 1999
Bachelor's Degree, Computer Science
Wachovia capital Markets June 2008 - June 2009
TD Securities 2004 - 2008
Education
Montclair State University
Fujitsu August 2014 - Present
IBM Canada July 2011 - August 2014
TD Securities November 2008 - July 2011
Royal Bank of Canada May 2008 - October 2008
CBC December 2007 - May 2008
Toronto Hydro June 2005 - December 2007
Education
National Research Nuclear University (former Moscow Engineering Physics Institute) 1982 — 1988
Master, M.Sc. In Apply Mathematics, M.Sc. In Computer Science
CPP Investment Board November 2014 - Present
TD Canada Trust June 2011 - Present
TD May 2013 - October 2014
TD Securities June 2010 - June 2011
TD Securities November 2007 - June 2010
TD Securities March 2006 - November 2007
Dundee REIT 2002 - 2006
Alcatel Thales III-V lab 1996 - 2000
Skills
Performance Management, Onboarding
Education
Memorial University of Newfoundland
Bachelor Commerce (Coop)
TD Securities September 2013 - Present
TD Securities August 2011 - September 2013
TD Commercial Banking 2008 - August 2011
TD Commercial Banking 2002 - 2007
Skills
Credit, Underwriting, Management, Portfolio Management, Relationship Management, Credit Analysis, Financial Analysis, Banking, Credit Risk, Risk Management
Education
McGill University 2000 — 2002
Bachelor of Commerce, Finance
RBC Capital Markets June 2013 - Present
RBC Capital Markets January 2010 - May 2013
AB Consulting Services Ltd. May 2006 - May 2013
TD Securities March 2009 - January 2010
Wachovia May 2006 - June 2008
BMO October 2003 - May 2006
Skills
Credit Risk, Risk Management, Market Risk, Financial Risk
Education
McGill University 1991 — 1994
BS, Management Information Systems
TD Securities 2012 - Present
Ontario Teachers' Pension Plan January 2011 - September 2011
CEM Benchmarking January 2009 - December 2010
Accenture March 2007 - December 2008
Lucid Productions 2004 - 2007
Education
Munk School of Global Affairs 2010 — 2012
Asia-Pacific Studies
University of Toronto - Rotman School of Management 2010 — 2012
MBA
National Taiwan University 2005 — 2006
Mandarin Chinese, International Chinese Language Program
National Taiwan Normal University 2004 — 2005
Chinese Studies
McMaster University 1999 — 2002
Hon/BA, Economics
CIBC March 2012 - Present
BMO Capital Markets December 2010 - March 2012
TD Securities March 2010 - December 2010
RBC Dexia Investor Services September 2008 - March 2010
RBC Dexia Investor Services January 2006 - August 2008
McMaster University, Hamilton September 2004 - June 2005
Fountain Set Textiles Ltd July 2002 - September 2004
Skills
SQL, VBA, Calypso, Financial Modeling, Cognos, Openlink, Derivatives, Trading, Valuation, Bonds, Swaps, Currency, Bloomberg, FX, Capital Markets, Fixed Income, Equities, Market Risk, Commodities, Quantitative Analysis, Credit Risk, Options, Trading Systems, Financial Markets, Industry Analysis, Risk Management, Risk Analytics, Tactical Asset..., Counterparty Risk, Fund Administration, Commodity, Credit Derivatives, FX Options, Market Data, Quantitative Analytics, Mutual Funds, Securities, Interest Rate..., Bloomberg Terminal, Structured Products, Competitive Analysis, Equity Derivatives, Financial Risk, Equity Research, Investment Banking, Treasury, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments
Education
McMaster University 2004 — 2005
Master Business Adminstration
McMaster University 1999 — 2002
Honours B.Comm.
DESJARDINS SECURITIES INC March 2005 - Present
TD Securities May 2001 - June 2004
Goldman Sachs September 1992 - February 2001
Skills
Trading, Fixed Income, Bonds, Equities, Bloomberg, Financial Markets, Capital Markets, Derivatives, Investments, Portfolio Management, Hedge Funds, Asset Management, Financial Analysis, Alternative Investments
Education
McGill University 1989 — 1991
MBA, Finance
Université Laval 1984 — 1988
B. Eng, Mechanical Engineering
TD Securities
Skills
Market Data, Electronic Trading, Disaster Recovery, Trading Systems, Equity Trading, Infrastructure, Incident Management, Enterprise Architecture, Capital Markets, IT Strategy, IT Management, SDLC, FX Options, Requirements Gathering, Equities, Vendor Management, Fixed Income, Trading, Back Office, Low Latency, Integration, Solaris, Financial Markets, Business Continuity, Data Center, Project Delivery, Business Analysis, Project Management, Risk Management, ITIL, Sybase, PMO, IT Business Management, Unix, Options
Education
Mohawk College
Computers
Scotiabank Global Banking and Markets February 2008 - Present
Scotia Capital Inc January 1998 - January 2008
Merrill Lynch January 1996 - January 1998
Merrill Lynch 1996 - 1998
Toronto Dominion Bank January 1994 - January 1996
TD Securities 1994 - 1996
CIBC Wood Gundy January 1989 - January 1994
CIBC Wood Gundy 1987 - 1994
Mackenzie Financial Corporation January 1986 - January 1989
Skills
Fixed Income, Capital Markets, Securities, Derivatives, Portfolio Management, Trading, Investments, Banking, Risk Management, Finance, Structured Finance, Credit, Money Market, Investment Strategies, Funding
Education
McMaster University 1979 — 1985
HBA, Economics
Covenant Review May 2011 - March 2015
UBS Investment Bank 1999 - 2008
TD Securities 1998 - 1999
Prudential Securities 1996 - 1998
American Forest & Paper Association 1991 - 1996
Skills
High Yield, Hedge Funds, Corporate Finance, Mutual Funds, Trading, Structured Products, Investments, Leveraged Finance, Credit, Finance, Investment Banking, Loans, Equity Research, Capital Markets, Bonds, Valuation, Fixed Income
Education
The George Washington University - School of Business 1993 — 1995
MSF, Finance
St. John's University, The Peter J. Tobin College of Business 1987 — 1989
BS, Economics, Finance
Nassau Community College 1985 — 1987
AA, Liberal Arts, Economics
IRESS Market Technology May 2013 - Present
TD Waterhouse July 2009 - May 2013
TD Waterhouse February 2007 - June 2009
TD Securities March 2005 - January 2007
Skills
Portfolio Management, Analysis, Banking, Business Analysis, Business Requirements, Finance, Equities, Financial Risk, Financial Services, Fixed Income, Investments, Management, Options, Project Management, Risk Management, Securities, Trading, Wealth Management
Education
McMaster University 1993 — 1997
BA, Political Science
TD Wealth Management November 2012 - Present
TD Securities January 2011 - November 2012
TD Securities July 2008 - January 2011
KPMG September 2005 - July 2008
Skills
Financial Services, Business Analysis, Business Process..., GAAP, Change Management, Leadership, Analytics, Operational Risk, Non-profit Volunteer, Business Coaching, Strategic Planning, Finance, Banking, Strategy, Accounting, Financial Risk
Education
McMaster University 2001 — 2005
Hons. BComm
CICA
Chartered Professional Accountant (CPA, CA)
Sun Microsystems January 2008 - April 2009
Computer Methods International Corp May 2007 - November 2007
State Street April 2006 - April 2007
BMO - Nesbitt Burns May 2005 - November 2005
TD Securities February 2005 - May 2005
Skills
Accounting, Forecasting, Financial Analysis, Finance
Education
McGill University
Bachelor of Commerce, Major Finance
The Australian National University
Finance
ITG Canada Corp. June 2000 - Present
Money Concepts September 1999 - May 2000
TD Securities 1994 - 1996
CIBC World Markets 1990 - 1994
CIBC World Markets 1990 - 1994
Education
McMaster University 1975 — 1979
B Comm, Accounting
RBC January 2015 - Present
RBC March 2012 - December 2014
RBC August 2011 - March 2012
TD Securities May 2010 - August 2010
Standard & Poor's June 2009 - August 2009
Education
Wilfrid Laurier University 2007 — 2011
Bachelor of Business Administration, Finance
Rouen Business School 2010 — 2010
Flipp January 2015 - Present
Pastel Dress Party May 2013 - Present
FreshBooks September 2009 - February 2013
Deloitte Consulting 2008 - 2008
Microsoft 2007 - 2007
TD Securities 2007 - 2007
Skills
Start-ups, Business Development, SaaS, Product Management, Integration, Marketing, Marketing Strategy, Entrepreneurship, Software Development, Business Analysis, Business Intelligence, Project Management, E-commerce, Account Management, HTML, CSS, JavaScript, Magento, Product Development, Front-end Engineering
Education
University of Waterloo 2004 — 2009
Systems Design Engineering Co-op, Graduated with Distinction
National University of Singapore 2008 — 2008
International Exchange Program
TD Securities August 2013 - Present
TD Securities May 2012 - Present
TD Bank Group October 2011 - May 2012
TD Bank Group June 2011 - October 2011
TD Bank February 2010 - June 2011
TD Securities August 2008 - February 2010
Sandiford Computer Lab September 2005 - May 2008
Bell Canada May 2007 - August 2007
Skills
Capital Markets, Market Risk Analytics, Derivatives, Market Risk, Portfolio Management, Risk Management, Financial Risk, Valuation, Equity Derivatives, Structured Products, Middle Office, Credit, Market Data, VAR, Bonds, Fixed Income, Business Analysis, Financial Services, Equities, Credit Risk, Investments, Financial Modeling, Banking, Financial Analysis, Enterprise Risk..., Analysis, FX Options
Education
University of Toronto - Rotman School of Management 2011 — 2013
Master of Finance
McGill University 2004 — 2008
Bachelor of Commerce
Triad Retail Media February 2011 - Present
U.S. News & World Report December 2009 - January 2011
UBS Wealth Management 2008 - 2009
Bear Stearns August 2003 - June 2008
TD Securities 2000 - 2003
Skills
Digital Media, Digital Marketing, Digital Strategy, Integrated Marketing, Online Advertising, Advertising, Media Planning, Advertising Sales, Social Media Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, SEM, Web Analytics, Marketing, Mobile Marketing, Analytics, Email Marketing, Interactive Marketing
Education
Muhlenberg College
TD Bank Group, Compliance February 2012 - Present
TD Securities October 2009 - January 2012
Education
McMaster University 2004 — 2006
Master of Arts (M.A.), Economics
University of Guelph
Bachelor of Commerce (BCom), Economics
BMO Capital Markets September 2014 - Present
BMO Capital Markets November 2012 - September 2014
TD Securities September 2010 - November 2012
Skills
Fixed Income, Derivatives
Education
McMaster University 2001 — 2005
BA, ELECTRICAL ENGINEERING
TD Securities June 2013 - Present
TD Securities December 2011 - Present
TD Securities September 2009 - December 2011
Greenhawk Inc. April 2007 - May 2008
Skills
Relationship Management, Marketing Communications, Marketing, Customer Service, Event Planning, Event Management, Corporate Communications, Risk Management, Time Management, Microsoft Excel, Project Management, Capital Markets, Fixed Income, Microsoft Office, Data Analysis, Business Development, Leadership, Financial Analysis, Team Leadership, Management, Strategy
Education
McMaster University 2004 — 2007
McMaster University
Enbridge Inc. July 2003 - Present
TD Securities May 1998 - August 2001
Midland Walwyn Capital Inc. 1995 - April 1998
Education
University of Cambridge 2001 — 2002
MPhil, Finance
McGill University 1991 — 1995
BCom, Finance and Accounting
TD Securities April 2015 - Present
BlackBerry January 2013 - April 2015
Research In Motion May 2008 - January 2013
Research In Motion May 2007 - August 2007
Dofasco Inc. January 2005 - December 2005
Skills
Java, C++, C#, Software Development, Perl, SQL, JavaScript, XML, Mobile Applications, Microsoft SQL Server, Linux, Unix, PHP, Software Design, C, .NET, Programming, jQuery, Databases, VB.NET, JBoss Application Server, Android, Eclipse, Web Services, Object Oriented Design, Objective-C, Agile Methodologies, TCP/IP, Visual Studio, REST, Git, AJAX, Apache, JSON
Education
McMaster University 2009 — 2013
Bachelor of Technology (BTech), Computing and Information Technology
Mohawk College 2003 — 2007
Computer Science, Software Eng.
TD Securities August 2012 - Present
TD Securities August 2010 - August 2012
TD Securities August 2008 - August 2010
Skills
Bloomberg, Capital Markets, Microsoft Office, Credit, Banking, Fixed Income, Investments, Equities, Derivatives, Portfolio Management
Education
McMaster University
Valeurs Mobilières Banque Laurentienne September 1998 - Present
Desjardins 1996 - 1998
Société Générale Strauss Turnbull plc 1994 - 1996
Nomura Securities 1992 - 1994
TD Securities January 1989 - November 1992
Skills
Fixed Income, Bonds, Capital Markets, Trading, Asset Management, Financial Markets, Asset Managment, Mutual Funds, Derivatives, Market Risk, Hedge Funds, Bloomberg, FX Options, Securities, Equities, Alternative Investments, Interest Rate...
Education
The London School of Economics and Political Science (LSE) 1988 — 1989
Graduate Diploma, Accounting & Finance
McGill University 1984 — 1987
BCOM, Marketing & Int'l Business
Collège Jean-de-Brébeuf 1977 — 1984
DES/DEC
TD Securities January 2012 - Present
TD Securities July 2009 - January 2012
TD Securities September 2006 - July 2009
TD Securities January 2006 - September 2006
TD Securities June 2004 - December 2005
TD September 2001 - June 2004
Skills
Calypso, Banking, FX Options, Equities, Bloomberg, Fixed Income, Capital Markets, Derivatives, Market Risk, Investment Banking, Back Office, Equity Derivatives, Interest Rate..., Trading Systems
Education
McMaster University 2000 — 2004
Honours B. Comm, Finance
Ontario Securities Commission March 2013 - Present
Ontario Securities Commission December 2009 - March 2013
Royal Canadian Mounted Police January 2009 - July 2009
TD Securities May 2008 - August 2008
Skills
Capital Markets, Risk Management, Financial Analysis, Securities, Research, Enforcement, Investigation, Corporate Governance
Education
CFA Institute
Chartered Financial Analyst, Level I
McMaster University 2008 — 2010
MBA (Co-op), Finance and Project Management
Canadian Securities Institute
Canadian Securities Course
University of Guelph 2004 — 2008
B.Comm, Marketing Management
TD Securities February 2010 - Present
WCM 2009 - Present
Baxter 2009 - 2010
Skills
Financial Modeling, Bloomberg, Valuation, Corporate Finance, Financial Analysis
Education
McMaster University 2007 — 2009
MBA, Finance
University of Toronto - New College 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Physiology, General
TD Securities
Skills
Executive Management, Banking, Mergers & Acquisitions, Executive Search, Credit
Education
McMaster University 1977 — 1979
Master of Business Administration (M.B.A.), Majors in Finance, Quantatative Analysis and Marketing
University of Toronto 1973 — 1977
Bachelor of Commerce (B.Com.), Econmics / Finance
National Bank Financial August 2010 - Present
TD Securities March 2005 - July 2010
TD Securities July 2002 - March 2005
Goldman Sachs July 2000 - July 2002
Skills
Capital Markets, Investment Banking, Securitization, Bloomberg, Fixed Income, Leveraged Finance, Equities, Derivatives, Financial Markets, Portfolio Management, Financial Modeling, Bonds
Education
McGill University 1996 — 2000
Bachelor, Finance and Accounting
National Bank Financial April 2012 - December 2013
RBC Capital Markets August 2006 - November 2010
TD Securities January 2000 - January 2006
TD Securities January 1997 - January 2000
TD Bank Group 1994 - 1997
Skills
Trading, Proprietary Trading, Capital Markets, Equities, Fixed Income, Arbitrage, Bloomberg, Derivatives, Hedge Funds
Education
McMaster University 1988 — 1990
MBA, Finance
Wilfrid Laurier University 1984 — 1988
BA, Economics, Political Science
Greater Insurance Service Corp. January 2011 - Present
TD Securities January 2001 - December 2003
Letco Trading LLC January 1995 - December 2001
O'Connor and Associates/UBS January 1982 - December 1995
Skills
Portfolio Management, Microsoft Excel, Equities, Investments, Risk Management, Derivatives, Management, Trading, New Business Development, Insurance, Sales Management, Negotiation, Microsoft Office, Financial Markets, Equity Derivatives, Bonds, Budgets, Financial Risk, Project Management, Business Development, Business Analysis, Finance, Hedge Funds, Business Strategy, Customer Service, Asset Management, Executive Management, Hedging, Business Planning, Coaching, Strategic Financial..., Team Building, Financial Analysis, Proprietary Trading, Strategic Planning
Education
Miami University 1978 — 1982
BS, Finance and Economics
Miami University
Finance/Economics
Manitou Investment Management February 2013 - Present
Genuity Capital Markets 2006 - 2010
TD Securities 1993 - 2006
Skills
Equity Trading, Equities, Bloomberg, Capital Markets, Electronic Trading, Trading Systems, Trading, Series 7, Investments, Series 63, ETFs, Wealth Management, Corporate Finance, Due Diligence, Financial Modeling, Private Equity, Strategy, Financial Markets, Investment Strategies, FX Options, Mutual Funds, Asset Allocation
Education
McGill University 1988 — 1992
Lakefield College School 1984 — 1988
Strathcona Tweedsmuir
TD Securities April 2010 - Present
TD Securities March 2009 - June 2010
Skills
Market Risk, Bloomberg, Derivatives, Fixed Income, Banking, Financial Risk, Capital Markets, Risk Management, Credit Risk, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Trading, Basel II, Credit, FX Options, Options, Financial Markets, Valuation, Bonds, Investment Banking, Credit Analysis, Business Analysis
Education
McGill University 2003 — 2005
Masters, Economics
York University 1999 — 2002
Liberte
TD Securities January 2012 - Present
TD Securities 2010 - 2011
TD Securities October 2008 - September 2010
TD Securities October 2006 - October 2008
TD Securities September 2005 - October 2006
Skills
Derivatives, Options, FX Options, Back Office, Settlement, Business Analysis, Finance, Banking, Foreign Exchange, Trading
Education
Mt. San Antonio College
Business Administration
Amazon Web Services August 2015 - Present
McGill University January 2012 - April 2015
Amazon September 2014 - December 2014
TD Securities May 2013 - August 2013
Infolytica Corporation May 2012 - August 2012
Skills
Java, C, Labview, Objective-C, MIPS, Computer Networking, Python, C++
Education
McGill University 2010 — 2015
B.Eng, Honours Electrical Engineering, Minor in Finance
Numeris July 2014 - August 2014
MCAP April 2011 - May 2014
eHealth Ontario May 2010 - March 2011
ITG Canada November 2007 - April 2010
Royal Bank of Canada May 2006 - November 2007
Accenture March 2005 - April 2006
Agfa Health Care May 2004 - February 2005
Royal Bank of Canada February 2004 - May 2004
TD Securities October 2002 - February 2004
Royal Bank Canada May 2001 - October 2002
Skills
Application Architecture, Expert C#/.Net/SQL..., Financial Trading..., Derivatives Trading, Domain Driven Design..., Object-Oriented Design..., Service Oriented..., N-Tier Design..., UML Modeling, Web Services, Enterprise web..., CQRS Architecture, SOA, XML
Education
Mohawk College 1982 — 1985
Computer Electronics Engineering Technology
TD Securities Validation engineerHyperchip2000 - 2004
Education
McGill University 2004 — 2006
Master of Business Administration (MBA)
Université de Montréal - Ecole polytechnique de Montréal 1995 — 1999
Bachelor of Engineering (B.Eng.)
State Street April 2010 - August 2013
TD Securities 2008 - 2009
CIBC 2007 - 2008
Skills
Investment Banking, Microsoft Excel, Investments, Bloomberg, Microsoft Office, Banking, Customer Service, Problem Solving, Analysis, Mutual Funds, Financial Analysis
Education
The University of Western Ontario 2005 — 2007
Bachelor of Arts (B.A.), Economics
NEOMA Business School
Business/Commerce, General
University of Ottawa / Université d'Ottawa
Certificate, Business Administration and Management, General
TD Securities January 2015 - Present
TD Securities May 2014 - August 2014
Scotiabank September 2013 - December 2013
PPP Canada January 2013 - April 2013
McMaster University September 2012 - December 2012
Skills
Data Analysis, Capital Markets, Investments, Financial Analysis, Banking, Corporate Finance, Valuation
Education
McMaster University 2012 — 2014
MBA, Certified Management Accountant Specialization
RH King
Formosa - Finance October 2012 - Present
TD securities March 2010 - August 2012
Upright Financial Corporation February 2009 - March 2010
JPMorgan Chase March 2000 - March 2008
J.P. Morgan 1996 - 2000
J.P. Morgan 1992 - 1996
Skills
Fixed Income Analysis, Agency MBS, CMBS, ABS, Prepayment, Risk Management, Asset Management, C/C++ STL, SAS, S-Plus
Education
New Jersey Institute of Technology
Master’s Degree