BCA Research
Industry: Foreign exchange company
DescriptionBCA Research Inc. is an independent provider of global investment research and investment strategy advice. BCA was founded by A. Hamilton Bolton in 1949 in Montreal, Quebec, Canada. The firm is also known by the title of its first publication The Bank Credit Analyst. Founder: A. Hamilton Bolton Founded: 1949 Headquarters: Montreal, Canada Number of locations: London, New York, San Francisco, Hong Kong, Sydney, Cape Town and Sao Paulo Parent organization: Euromoney Institutional Investor
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BCA Research Employees
BCA Research September 2015 - Present
Oracle January 2015 - August 2015
UC Berkeley August 2010 - December 2014
Oppenheimer & Co. Inc. May 2014 - June 2014
Skills
Account Management, Teamwork, Cloud-based, PaaS, SaaS, Team Leadership, Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Leadership, PowerPoint, B2B, Microsoft Word, Windows, Research, Customer Service, Editing, Social Media, Social Networking
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newport Harbor High School 2006 — 2010
RBC Investor & Treasury Services June 2012 - Present
RBC Royal Bank September 2009 - June 2012
McCarthy Tetrault May 2008 - September 2008
BCA Research April 2007 - September 2007
Skills
Accounting, Risk Management, Internal Controls, Microsoft Office, Teamwork, Financial Accounting, Accounts Payable
Education
Concordia University 2007 — 2012
Bachelors of Commerce, Accountancy
Dawson College 2004 — 2007
DEC, Business Administration - Accounting and Management Technology
BCA Research January 2015 - Present
Club Piscine February 2014 - December 2014
Future Shop November 2011 - February 2014
MBA Recherche November 2010 - November 2011
Groupe Promo-Staff RTM 2009 - 2011
Skills
Teamwork, Customer Service, Team Leadership, Sales, Leadership, Microsoft Word, Interpersonal Skills, Marketing Communications
Education
Concordia University 2011 — 2014
Bachelor of Arts (B.A.), Human Relations
Collège Jean-de-brébeuf 2008 — 2010
DEC, Communication and Media Studies
Villa Sainte Marcelline
DES
EY June 2015 - Present
Berkery, Noyes & Co., LLC June 2013 - June 2014
DeSilva & Phillips September 2012 - June 2013
BCA Research March 2012 - September 2012
Andover Education October 2011 - April 2012
Christ School October 2008 - June 2011
Fairfield Country Day School September 2007 - October 2008
Yahoo! UK January 2006 - March 2006
Skills
Market Research, Research, PowerPoint, Analysis, New Business Development, English, Problem Solving, Word, Writing, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Business Development, Finance, Microsoft Office, Valuation, Microsoft Excel, Marketing Strategy, Microsoft Word, Leadership, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2004 — 2007
B.A, English; Anthropology
BCA Research January 2006 - December 2008
Education
State University of New York College at Brockport
Bachelor of Science (BS), Communication and Media Studies
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance July 2012 - July 2014
Endeca June 2011 - August 2011
(MLT) January 2009 - June 2010
BCA Research July 2007 - June 2010
Marsh, Inc. January 2007 - July 2007
Marsh September 2004 - January 2007
Skills
Business Development, Pricing, Sales, New Business Development, Strategy, Marketing Strategy, Leadership, Business Analysis, Marketing, Contract Negotiation, Financial Analysis, Due Diligence, Product Management, Entrepreneurship, Data Analysis, CRM, Business Strategy, Relationship Management, Competitive Analysis, Sales Operations, Distribution Strategies, Sales Enablement, Analytics, Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Strategy, Finance & Operations
Boston College 2000 — 2004
B.S., Finance and Economics
Andover High 1996 — 2000
Ned Davis Research August 2011 - September 2014
BCA Research May 1986 - July 2011
Skills
Strategic Planning, Sales Management, Start-ups, Marketing Strategy, Finance, Product Development, Technology Management, Acquisitions, Finance Management, Compensation and..., Management, Risk Management, Leadership, Sales, Corporate Finance
Education
Laurentian University/Université Laurentienne 1983 — 1986
Bachelor of Science (B.Sc.), Mathematics and Computer Science
Coty Canada Inc. November 2014 - Present
Rio Tinto Alcan July 2014 - October 2014
Clearpoint Direct & Medical / Nuvatek December 2011 - 2014
BCA Research January 2010 - December 2011
Saudi Oger Ltd. & Oger Abu Dhabi L.L.C February 2006 - January 2008
Saudi Oger Ltd. October 2002 - January 2004
Skills
Financial Analysis, Corporate Finance, Valuation, Budgets, Financial Reporting, Microsoft Office, Managerial Finance, Forecasting, Management, Business Analysis, Business Planning, Finance, Analysis, Financial Audits, Pricing, Variance Analysis, Financial Statements, Strategic Financial..., Procurement, Financial Risk
Education
Lebanese American University 2004 — 2006
Masters, Business Administration
Hariri Canadian University 1999 — 2002
Bachelor; BS, Business Accounting/Finance
BCA Research June 2014 - Present
Medicos en Accion February 2012 - February 2012
Mizuno Corporation August 2010 - September 2010
Dentsu,Young and Rubicam June 2010 - August 2010
Tokyo Broadcasting System Television May 2010 - June 2010
Skills
French, Microsoft Office, Microsoft Excel, Research, English
Education
McGill University 2008 — 2011
Bachelor of Arts (BA), Economics and East Asian Studies
EABJM 1998 — 2008
Baccalauréat with international option, economics and sociology
Investment Research Partnership (IRP) June 2014 - Present
iSENTIUM, LLC September 2013 - May 2014
Lombard Street Research March 2011 - June 2013
BBSP Research March 2009 - January 2011
BCA Research February 1998 - June 2008
Merrill Lynch - Private Client Group January 1995 - January 1998
George & Davis's Ice Cream 1991 - 1993
Skills
Investments, Start-ups, Asset Managment, Business Development, Asset Allocation, Strategic Partnerships, Financial Services, Strategy, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Sales, Coaching, Strategic Planning, Banking, Asset Management, CRM, Finance, Equities, Financial Markets, Business Strategy, Marketing Communications, Economics, Investment Banking, Marketing, Capital Markets
Education
University of Oxford 1989 — 1991
MPhil., Social Anthropology
Middlebury College 1983 — 1988
B.A., English Literature
Deerfield Academy 1980 — 1983
Infosys Consulting, Inc. February 2015 - Present
Two Hunnies LLC 2012 - Present
Sysco June 2014 - December 2014
MBS Value Partners March 2009 - July 2013
BCA Research August 2007 - February 2009
Skills
Strategy, Investor Relations, Investments, Business Development, Marketing, Start-ups, Competitive Analysis, CRM, Strategic Planning, New Business Development, Portfolio Management, Corporate Communications, Management, Financial Services, Financial Modeling, Finance, Entrepreneurship, Mergers & Acquisitions, Mobile Technology, Hedge Funds, Investment Banking, Press Releases, Sales, Valuation, Capital Markets, Information Technology, Communication, Strategic Communications, Relationship Management, Business Strategy
Education
Texas A&M University 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Baylor University 2003 — 2006
Bachelor of Arts, Communications Specialist
Guanghua School of Management
Business Administration and Management, General
Montgomery High School
BCA Research April 2015 - Present
BCA Research April 2014 - April 2015
Deloitte May 2010 - April 2014
The Canadian Depository for Securities Limited (CDS) May 2009 - August 2009
RBC Dexia Investor Services May 2008 - August 2008
Skills
Financial Reporting, External Audit, Account Reconciliation, Financial Modeling, Accounts Payable, Corporate Finance, Financial Accounting, Auditing, Financial Analysis, Tax, Internal Controls, Accounting, IFRS, Finance, Microsoft Excel, Assurance
Education
McGill University 2011 — 2012
Graduate Studies - Public Accountancy, Accounting
McGill University 2007 — 2011
Bachelor of Commerce (B.Com.), Accounting and Finance
Marianopolis College 2005 — 2007
Commerce
Loyola High School 2000 — 2005
Peter Shankman/The Geek Factory August 2008 - Present
BCA Research August 2007 - August 2008
New England Merchants June 2006 - August 2007
Skills
Microsoft Office, Mac OS, WordPress, Social Media Outreach, Heavy Calendaring, Event Planning, Contract Negotiation, Mortgage Servicing, Executive..., Creative Problem Solving, Travel Planning, Invoicing, Expense Reports, Marketing, Marketing Communications, Public Relations, Communication
Education
Stonehill College 2000 — 2004
Bachelor of Science (B.S.), Marketing
BCA Research November 2012 - Present
BCA Research August 2011 - November 2012
BCA Research May 2010 - September 2011
BCA Research June 2007 - May 2010
Education
Concordia University 2005 — 2007
Master of Science in Administration
Yerevan State University 1998 — 2002
Bachelor
Anania Shirakatci National Lycee 1994 — 1998
BCA Research June 1999 - Present
Skills
Emerging Markets, Financial Markets, Equities, Asset Management, Bloomberg, Macroeconomics, Fixed Income, Capital Markets, Trading, Investments, Strategy, Economics
Education
McGill University
Master's degree, Economics, Finance
Guidepoint Global October 2014 - Present
MRB - The Macro Research Board June 2013 - September 2014
BCA Research November 2010 - May 2013
UBS Wealth Management July 2006 - November 2010
Skills
Investments, Portfolio Management, Wealth Management, Emerging Markets, Equities, Fixed Income, Investment Banking, Financial Modeling, Options, Business Development, Bonds, Asset Allocation, CRM, Investment Strategies, Series 7
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Linguistics
AIDS Action Committee October 2014 - Present
Physicians for Human Rights September 2014 - Present
Massachusetts General Hospital September 2013 - September 2014
The Wharton School September 2011 - December 2012
Human Rights Watch January 2012 - March 2012
BCA Research July 2011 - August 2011
The Wharton School September 2010 - June 2011
Fujimori Kogyo, Ltd. September 2008 - December 2008
Skills
Data Analysis, Japanese, Spanish, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Seminar Marketing, Data Management, Biostatistics, French, Investment Research
Education
University of Pennsylvania 2009 — 2013
B.A., International Studies and Physics
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Operations and Information Management (Decision Processes)
Hitotsubashi University 2012 — 2012
Beam Suntory June 2011 - February 2014
LEVEL5 Strategy Group December 2009 - September 2010
LEVEL5 Strategy Group December 2006 - December 2009
LEVEL5 Strategy Group August 2005 - December 2006
BCA Research April 2004 - June 2005
Niola-Press Publishing House January 2000 - January 2001
Skills
Customer Insight, Market Research, Marketing, Strategic Planning, Marketing Research, Integrated Marketing, Marketing Strategy, Project Management, Brand Architecture, Strategic Thinking, Market Analysis, Strategy, Management Consulting, Brand Positioning..., Brand Development, Management, Marketing Management, Brand strategy, Value Propositions, B2B Marketing, Market Planning, Leadership, Critical Thinking, Business Strategy, Entrepreneurship, Analysis, Creativity, Presentations, Category Insights, Workshop Facilitation, Marketing Communications, Brand Management, Business Development, Product Development, Consumer Insight, Consulting
Education
Avni Art and Design College 2001 — 2002
Graphic Design
Moskovskij Gosudarstvennyj Universitet Pecati 1995 — 2000
Honors B.Comm, Business Administration and Economics
Cegep John Abbott College March 2004 - Present
Cegep John Abbott College October 2013 - Present
John Abbott College.Data Mining Office October 2013 - Present
BCA Research March 1997 - March 2002
Skills
Macroeconomics, Economics, Bloomberg, Financial Markets, Research, Financial Modeling, Equities, Valuation, educational statistics, Public Speaking, French, PowerPoint, Microsoft Excel, Statistics, Qualitative Research, Editing, Analysis, Event Planning, Coaching, Higher Education, Microsoft Office
Education
McGill University 1991 — 1996
BComm, Economics
Miss Edgar's and Miss Cramps School
BCA Research April 2014 - Present
SS&C Technologies July 2013 - April 2014
Standard Life Investments January 2012 - May 2012
TD Asset Management May 2011 - August 2011
Bank of America February 2007 - October 2008
Sitel September 2005 - January 2007
Skills
Financial Modeling, Bloomberg, Capital IQ, Excel, Microsoft Excel, Equity Research, Credit Analysis, Investments, Financial Analysis, Equities, Teamwork, Corporate Finance, Finance, Capital Markets, Asset Management
Education
Concordia University 2009 — 2013
Bachelor of Commerce, Finance Major
BCA Research March 2013 - Present
BBC October 2009 - February 2013
CaMedia Network (Cambridge) 2003 - October 2009
Keesings Worldwide December 2005 - September 2009
Keesing's Worldwide May 2001 - December 2005
Helicon Publishing September 1999 - May 2001
Market House Books April 1992 - September 1999
Skills
Taxonomy, Ontologies, Content Management, Metadata, Search, Information Architecture, Controlled Vocabularies, Digital Asset Management, Information Management, Taxonomy Development, Social Networking, Publishing, Enterprise Search, Editing, Digital Media, Consultancy, Indexing, Information Retrieval, Cataloging, Business Analysis, Writing, Research, Requirements Analysis, Usability, Strategy, Knowledge Management, Semantic Web, Web Analytics, Archives, Library, Usability Testing, Editorial, Web Content Management, Metadata Management, Web Development, Records Management, Digitization, CMS, Multimedia, Metadata Standards, Mobile Devices, Social Media, New Media, Online Publishing, User Experience
Education
University College London, U. of London 2007 — 2009
MRes, Taxonomy (Information Studies)
University of Oxford 1987 — 1991
MA, Classics
BCA Research July 2013 - Present
BCA Research February 2009 - June 2013
BCA Research June 2001 - January 2009
BCA Research November 1996 - January 2001
Skills
Tactical Asset..., Global Macro, Investment Strategies, Asset Allocation, Investments, Global Macro, global..., Equities, Strategy, Fixed Income, Alternative Investments, Bonds, Financial Markets, Macroeconomics
Education
The University of Western Ontario 1985 — 1986
Master of Arts (M.A.), Economics
McMaster University 1980 — 1984
Bachelor of Arts (B.A.), Economics
BCA Research May 2015 - Present
Scotiabank 2014 - 2015
the 38th Montreal World Film Festival August 2014 - October 2014
Concordia University May 2013 - August 2014
Concordia University - John Molson School of Business 2013 - 2014
Concordia University - John Molson School of Business 2013 - 2014
North America Economic Herald Chinese Newspaper 2013 - 2014
The Bank of East Asia, Limited 2012 - 2012
CHINA CITIC BANK 2011 - 2011
Skills
Great communications..., Organizational..., Bloomberg, Quantitative Analytics, Capital Markets, Derivatives, Commercial Banking
Education
Concordia University 2012 — 2014
Master's Degree, MSc in administration, specialized in finance
Central South University 2008 — 2012
Bachelor of Commerce (B.Com.)
MSCI Inc. September 2014 - Present
BCA Research November 2012 - August 2014
BCA Research August 2011 - November 2012
Tiger Lily Custom Spraying May 2008 - August 2011
Precision Drilling December 2006 - August 2008
Skills
Sales, Macroeconomics, Account Management, Entrepreneurship, Marketing Strategy, Finance, Marketing Communications, Inside Sales, New Business Development, International Business, Political Science, Asset Allocation, Marketing, Investments, Business Development, Economics, Investment Strategies
Education
McGill University 2007 — 2011
Bachelor of Commerce, Major: Marketing, Major: General Management (International Business), Minor: Political Science
Accuracy April 2015 - August 2015
BCA Research May 2014 - August 2014
FPHEC September 2013 - April 2014
Desjardins June 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
HEC Montréal 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
3Macs June 2014 - Present
McGill University April 2014 - Present
E4 Consulting September 2009 - June 2014
CN Investment Division 2009 - 2009
BCA Research 2006 - 2008
Concordia University 2002 - 2006
Skills
Financial Analysis, Data Analysis, Research, Online Marketing, Marketing Communications, Writing, Video Games, Portfolio Management, Start-up Consulting, Risk Management, Business Process..., Management Accounting, Planning Budgeting &..., Economics, Investments, Derivatives, Equities, Capital Markets, Financial Modeling, Trading, Analytics, Asset Allocation, Entrepreneurship, Hedge Funds, Finance, Budgets, Business Strategy, Options, Management, Analysis, Strategy, Corporate Finance, Financial Markets, Fixed Income, Macroeconomics, Quantitative Analytics, Leadership, Forecasting, Asset Management, Financial Services, Bloomberg
Education
Institute of Management Accountants (IMA) 2013 — 2013
Certified Management Accountant (CMA), Accounting
Professional Risk Managers' International Association (PRMIA) 2008 — 2009
PRM, Risk Management
CFA Institute 2005 — 2008
CFA, Finance
Concordia University 2004 — 2007
MSc, Finance
Concordia University 2001 — 2004
BAdmin, Finance, Music, 3.97 GPA
McGill University
BCA Research April 2011 - Present
Concordia University - John Molson School of Business September 2010 - March 2012
Concordia University - John Molson School of Business September 2010 - March 2011
Korea May 2003 - May 2005
Skills
Finance, Valuation, Investments, Bonds, Bloomberg, Statistics, Equities, Management, Fixed Income, Options, French, Financial Markets, Quantitative Analytics, Financial Analysis, Derivatives
Education
Concordia University 2006 — 2010
Undergraduate with distinction, Honours in Finance and Economics
Avanade December 2014 - Present
MRB - The Macro Research Board November 2011 - December 2014
BCA Research December 2007 - November 2011
Ameriprise Financial August 2005 - November 2007
Skills
Investment Strategies, Forecasting, Asset Allocation, Economics, Asset Managment, Investments, Equities, Financial Markets, Leadership, Capital Markets, Fixed Income, Wealth Management, Analysis, Alternative Investments, Bloomberg, Derivatives
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance
University of South Carolina-Columbia 2001 — 2005
ARMA Montreal November 2012 - Present
City of Westmount November 2012 - August 2015
City of Westmount January 2013 - November 2013
Prudential plc November 2009 - July 2011
Imperial War Museum May 2009 - November 2009
BCA Research February 2006 - December 2006
McCord Museum January 2001 - April 2004
Skills
Archives, Records Management, Information Management, Editing, Library, Proofreading, Metadata, Taxonomy, Knowledge Management, History, Document Management, Digital Preservation, Cataloging, Digitization, Web Content Management, SharePoint, Indexing, Copy Editing, Web Content, Management, Research, Databases, Content Management, Project Management, Access
Education
McGill University
Doctor of Philosophy (PhD), School of Information Studies - Digital Archives
McGill University 2003 — 2007
Master of Library and Information Studies, Archives and Records Management
McGill University 1997 — 2000
Bachelor of Arts, English and History
Champlain Regional College, Lennoxville 1995 — 1997
DEC, Creative Arts
CIT October 2015 - Present
IBISWorld March 2015 - September 2015
BCA Research 2013 - 2014
Harbor Ridge Capital, LLC January 2012 - December 2013
TigerText 2012 - 2013
Deluxe Corporation 2011 - 2012
Webvisible 2010 - 2011
TGR Financial 2004 - 2009
Skills
Management Consulting, Investments, Start-ups, Lead Generation, Sales, Multi-Industry..., Investment Banking, Financial Modeling, Mergers, Business Strategy, New Business Development, Acquisitions, Valuation, Due Diligence, Mergers & Acquisitions, Cold Calling, Strategic Partnerships, SaaS, Marketing, Market Research, Finance, Management, Business Development, Analysis, Financial Services, Financial Analysis, Online Marketing, Equities, Competitive Analysis, Corporate Finance, Derivatives, Strategy, Private Equity, Portfolio Management, Trading, Economics, Enterprise Software, Leadership, Entrepreneurship, Corporate Development, Executive Management, Equity Research, Procurement
Education
Northeastern University 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.5 GPA
Northeastern University 2011 — 2013
Master of Science (MS), Finance, General, 3.5 GPA
California State University-Los Angeles 2009 — 2010
Bachelor of Science, Business Adminstration, Finance
Financial Modeling 2011 — 2011
Certificate, Valuation
BCA Research 2015 - Present
UBS Investment Bank 2012 - 2014
HSBC Securities 2010 - 2012
iShares, Barclays Global Investors (currently BlackRock) 2009 - 2009
Kissinger McLarty Associates (currently McLarty Associates) 2005 - 2007
U.S. Senate, Office of Senator Dianne Feinstein 2003 - 2005
Skills
Financial Modeling, Economics, Financial Analysis, Emerging Markets, Due Diligence, Capital Markets, Valuation, Fixed Income, Equities, Investments, Strategic Planning, Business Strategy, Asset Managment, Program Management, Research, Risk Management, Policy, Derivatives, Project Management, Securities, Financial Services, Banking, Mandarin, International Relations, Strategy, Change Management, Account Management, Client Relations
Education
Columbia University - School of International and Public Affairs
Master's Degree, International Finance Policy
University of California, Davis
BA, Major in East Asian Studies, Minor in Chinese
BCA Research May 2015 - Present
Insight February 2014 - May 2015
Keurig Canada July 2013 - October 2013
Atlific Hotels February 2012 - March 2013
Skills
Management, Microsoft Excel, CRM, New Business Development, Direct Sales, Financial Analysis, SAP ERP, Accounts Payable, Inventory Analysis, Account Reconciliation, Cost Accounting, Bookkeeping, Sales Logix
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BCom), Accounting
Hedge Fund Investment Firm September 2013 - Present
Aberdeen Asset Management (formerly Artio Global Investors) August 2012 - August 2013
BCA Research March 2011 - August 2012
BCA Research May 2009 - March 2011
Skills
Bloomberg, Equity Research, Macroeconomics, Equities, Economics, Investment Strategies, Financial Markets, Asset Allocation, Financial Modeling, Fixed Income, Equity Valuation, Portfolio Management, Bonds, Valuation, Emerging Markets
Education
McGill University 2006 — 2009
B.Com., Joint Honours in Finance and Economics
GitHub June 2015 - Present
Appcelerator October 2014 - July 2015
Appcelerator August 2014 - November 2014
Appcelerator October 2013 - November 2014
ClearSlide, Inc. March 2013 - September 2013
BCA Research November 2011 - March 2013
Skills
Sales, Business Development, CRM, Customer Service, Start-ups, Management, Analysis, Economics, Marketing, Lead Generation, Salesforce.com, Mobile Devices, Finance, SaaS, Entrepreneurship, Enterprise Software, Mobile Applications, Enterprise Mobility, Strategy
Education
Southern Methodist University 2006 — 2010
Triple Major: Financial Economics (B.S.) Political Science (B.A.) Public Policy (B.A.)
Oxford University 2009 — 2009
Certificate of International Studies, International/Global Studies
Valley Christian High School
BCA Research September 2012 - Present
BCA Research December 2011 - September 2012
Robbins Property Associates August 2011 - December 2011
Syracuse University August 2007 - May 2011
Centerstate CEO August 2010 - January 2011
Skills
Microsoft Excel, Social Media, PowerPoint, Outlook, Financial Markets, CRM, Sage, Research, Marketing, Bloomberg Terminal, Economics, Relationship Management, Building Relationships, Investment Research, Global Macro, Marketing Strategy, Sales, Business Development
Education
Syracuse University 2007 — 2011
B.A., Political Science and Strategic Management
FactSet January 2014 - Present
BCA Research February 2007 - Present
Beijing General Research Institute for Nonferrous Metals July 1995 - April 2001
Skills
Equities, Macroeconomics, Bloomberg, Commodity, Economics, Hedge Funds, Equity Research, Financial Markets, Financial Modeling, Strategy, Trading
Education
Concordia University
Master of Arts, Economics, focusing on econometrics
Shanghai Jiao Tong University
Bachelor of Arts (B.A.)
Délégation générale du Québec à New York May 2015 - Present
Fonds de placement HEC (FPHEC) September 2013 - December 2014
BCA Research July 2014 - 2014
Education
Université de Montréal - HEC Montréal 2013 — 2016
Bachelor of Business Administration (BBA) Bilingue, Finance
The Finance of Retirement and Pensions 2013 — 2013
Collège Jean-de-Brébeuf 2010 — 2013
DES et DEC, Sciences de la santé
Singapore Management University
Finance
The Wall Street Prep
The Marquee Group
Palomino Capital Corp. January 2013 - Present
BCA Research August 2012 - January 2013
Palomino Capital Corp. May 2012 - August 2012
Skills
Economics, Bloomberg, Financial Analysis, Business Strategy, Capital Markets, Hedge Funds, Macroeconomic Research, Project Management, Econometrics, Management Consulting, Valuation, R, Fixed Income, Manager Selection, Private Equity, Alternative Investments
Education
McGill University 2008 — 2012
Bachelor of Commerce, Joint Honours Economics & Finance
De La Salle College 2002 — 2008
High School
BNP Paribas January 2015 - Present
BNP Paribas May 2013 - December 2014
Citi June 2012 - September 2012
Compagnie Financiere Tradition June 2011 - August 2011
BCA Research April 2011 - June 2011
Skills
International Finance, Equity Research, Finance, Global Cash Management, Financial Analysis, Investment Banking, Economics, Financial Modeling, Microsoft Office, Corporate Finance, French, Analysis, Strategy, Research
Education
Graduate Institute of International and Development Studies (IHEID) 2011 — 2013
Master of International Affairs
McGill University 2008 — 2011
Bcom, Joint Honours in Finance and Economics
Collège Jean-de-Brébeuf 2001 — 2008
Oberfeld Snowcap June 2009 - Present
BCA Research September 2007 - May 2009
Mad Science Group June 1997 - February 2007
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, Financial Reporting, Real Estate, Customer Service, Negotiation, Management, Financial Analysis, Retail, Budgets, Contract Negotiation
Education
CGA
Concordia University
Bachelor in Commerce, Accouting
BCA Research September 2014 - Present
BCA Research June 2013 - August 2014
Ministry of Finance Malaysia June 2012 - August 2012
McGill University August 2011 - October 2011
McGill University May 2011 - June 2011
Skills
Policy Analysis, SPSS, Microsoft Excel, Data Analysis, Politics, Economic Research, Presentations, Macroeconomics, Emerging Markets, International Relations, Econometrics, Political Science
Education
McGill University 2008 — 2012
Bachelor of Arts
Sunway University College 2007 — 2008
Ontario Secondary School Diploma
SMK Saint Luke, Sri Aman, Sarawak 2002 — 2006
Malaysian Certificate of Education
HSBC Global Banking and Markets January 2015 - Present
Cambridge Mercantile Group October 2012 - December 2014
BCA Research November 2011 - September 2012
Lumni USA March 2011 - November 2011
Wells Fargo May 2006 - February 2011
Skills
Foreign Exchange, Foreign Exchange..., Foreign Exchange Risk..., Foreign Currency, Foreign Currency..., Foreign Currency..., Currency, Currency Exchange, Risk Management, Risk Assessment, Payments, SWIFT payments, Electronic Payments, Derivatives, FX Derivatives, FX Options, Options Strategies, Options, Capital Markets, International Capital..., International Banking..., Banking, Credit, Loans, Treasury Management
Education
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Finance
Exchange Data International January 2010 - Present
StatPro August 2007 - November 2009
Initram Data Inc. March 2003 - August 2007
BCA Research March 2002 - July 2004
FRI Corporation 1987 - 2002
Skills
Sales & Marketing, Self Starter, Highly Motivated, Determination, Gumption, Corporate Actions, Fixed Income, Equities, Bonds, Investment Banking, Hedge Funds, Bloomberg, Financial Markets, Banking, Derivatives, Business Development, Electronic Trading, Asset Managment, Market Data, Securities, Trading Systems, Capital Markets, Portfolio Management, Reference Data, Financial Services, Valuation, Back Office, Equity Derivatives, Options, Bloomberg Terminal, Mutual Funds, Investment Management, Equity Trading, FX Options, Emerging Markets, Alternative Investments, Structured Products, Trading, Investment Strategies, FX trading, Trading Strategies, Commodity, Credit Derivatives, Asset Allocation, Asset Management
Education
Concordia University 1982 — 1985
Bachelor of Arts, Economics
Guidepoint Global January 2014 - Present
BCA Research 2010 - 2013
Egan-Jones Ratings and Analytics 2009 - 2010
Morgan Keegan & Co 2007 - 2009
The Winter Group February 2006 - September 2007
Skills
Investments, Business Development, Asset Management, Portfolio Management, Equities, Investment Strategies, Asset Allocation, Sales, Fixed Income, Financial Markets, Capital Markets, Hedge Funds, Wealth Management, Trading
Education
Indiana University Bloomington
BA, Psychology
Zevin Asset Management (ZAM) July 2008 - Present
BCA Research May 1995 - May 2008
Skills
Bloomberg, Global Macro, Equities, Asset Allocation, Financial Markets, Financial Modeling, Investments, Emerging Markets, Currency, Bonds, Economics, Quantitative Finance, Macroeconomics, Securities, Quantitative Analytics
Education
Concordia University 1993 — 1995
Master of Arts (MA), Economics
Concordia University 1989 — 1992
Bachelor of Arts (BA), Statistics
Mac High
ATELKA May 2015 - Present
ATELKA August 2012 - May 2015
BCA Research October 2007 - September 2012
Industrial Alliance Securities August 2006 - April 2007
Desjardins March 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Forecasting, Finance, Investments, Economics, Analysis, Strategic Financial..., Management, Budgets, Data Analysis, Bloomberg, Equity Research, Research, Financial Markets, Equities, Corporate Finance, Macroeconomics, Valuation
Education
Université du Québec à Montréal 2014 — 2016
Graduate Diploma in Accounting
Université du Québec à Montréal 2010 — 2014
Certificate, Accounting (CMA program, 60 credits)
CFA Level 1 2010 — 2010
LEVEL 1 Completed, Finance
Université du Québec à Montréal 2000 — 2003
Bachelor, Economics and Finance
BCA Research October 2013 - Present
BCA Research September 2011 - September 2013
BCA Research August 2010 - August 2011
ROI Research on Investment November 2008 - July 2009
CEEMarketWatch January 2005 - June 2008
Skills
Economics, Research, Market Analysis, Policy Analysis, Bonds, Financial Markets, Writing, APL, Excel, Macroeconomics, Economic Development, Word, Statistics, Research Analysis, Eastern Europe, Central Europe, Fixed Income Research, Political Risk Analysis, Serbian, Bulgarian, English, French, Hungarian, Teamwork, Punctual, Market Research, Bloomberg, Economic Research, Business Strategy, Portfolio Management, Analysis, Financial Analysis
Education
McGill University 2009 — 2010
MA, Economics
The University of Sheffield 2001 — 2004
BA, Business Studies
BCA Research Regional ManagerJohnson & Johnson1994 - 1998
Johnson & Johnson, Ethicon Russia 1994 - 1998
Skills
Corporate Finance, Equities, Financial Markets, Asset Allocation, Emerging Markets, Hedge Funds, Bloomberg, Econometrics, Fixed Income, Portfolio Management, Investments, Financial Modeling, Investment Strategies, FX Options, Asset Managment
Education
McGill University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO) 1996 — 2001
Quantum Electronics and Biomedical Optics
Les Gestions Educademia August 2007 - Present
bca research 2001 - 2006
dun and bradstreet 1998 - 2001
Education
Concordia University 1991 — 1994
laurier macdonald
BCA Research September 2010 - Present
Qualitative Associates, LLC January 2009 - August 2010
J.&W. Seligman & Co. June 2004 - January 2009
Lehman Brothers March 1999 - June 2004
Skills
Investment Banking, Portfolio Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Macroeconomics, Bloomberg, Hedge Funds, Financial Services, Economics, Investment Strategies, Trading
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Economics and Finance
University of Virginia 1987 — 1992
BS, Accounting
OMNI Retail Group December 2014 - Present
Women's Venture Capital Fund 2014 - Present
Navigate Consulting Ltd. 2009 - Present
Center for Cartoon Studies 2005 - Present
W.D. Bingham & Associates, Inc. 1995 - Present
The Stinehour Press, LLC 2001 - 2009
Quantum Publishing, Inc. 1996 - 2005
Ben & Jerry's 1993 - 1996
BCA Research 1992 - 1994
Torstar Corporation 1984 - 1992
Skills
Entrepreneurship, New Business Development, Strategic Planning, Mergers, Acquisitions, Business Model..., ESOP, Executive Coaching, International Project..., Strategic Enterprise..., Due Diligence, Corporate Development, Technology, Non-profits, Educational Leadership, Publishing, Corporate Social..., Sustainability..., Team Building, International..., Strategic Negotiations, Business Analysis, Leadership Development, Board of Director..., Trustee, Liquidity Solutions, Succession Planning, Mergers & Acquisitions, Board of Directors, Building Relationships, Strategic Partnerships, Management Consulting, Start-ups, Social Entrepreneurship, Venture Capital, International Business, Nonprofits, Business Strategy, Executive Management, Business Planning, Business Development, Consulting, Organizational..., Leadership, Acquisition Integration, Strategy, Workshop Facilitation, Strategic Communications
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1978 — 1985
Peter Drucker Roundtables
MIT Sloan School of Management 1980 — 1983
Executive Education, IT; Strategy/Innovation; Peter Senge Workshops/Roundtables
Wharton School, University of Pennsylvania 1978 — 1981
Executive Education, Strategy/Management; Marketing/Sales
Harvard University 1964 — 1973
Astrophysics
Massachusetts Institute of Technology 1958 — 1961
Physics
University of California, San Diego - The Rady School of Management
Beyster Institute ESOP seminars/workshops
BCA Research September 2014 - Present
BCA Research August 2007 - Present
United Nations Development Programme May 2006 - September 2006
The World Bank August 2005 - December 2005
World Bank Group April 2005 - December 2005
Morgan Stanley Smith Barney June 2004 - August 2004
United States Senate-Office of Hon. Edward M. Kennedy (MA-D) January 2004 - June 2004
Grupo Valores Bavaria S.A. June 2001 - August 2001
Skills
Economics, Politics, Research, Emerging Markets, Economic Development, Leadership, Statistics, Investments, Macroeconomics, Financial Markets, Investment Strategies, Bloomberg, French, Asset Allocation, Econometrics, Spanish, Policy Analysis, Public Policy, International..., Fixed Income, Political Science, Strategy, Finance, Portfolio Management, Equities, Financial Modeling
Education
Boston University 2003 — 2005
Master of Arts
Boston University 2001 — 2005
Bachelor of Arts, Cum Laude
Gimanasio de los Cerros 1998 — 2002
International Baccalaureate
BCA Research October 2011 - Present
Brandywine Global October 2010 - October 2011
BCA Research February 2007 - June 2010
BCA Research February 2006 - February 2007
BCA Research April 2005 - February 2006
BCA Research August 2004 - April 2005
Skills
Investment Strategies, Portfolio Management, Macroeconomics, Global Macro, Currency, Asset Allocation, Investments, Bloomberg, Research, Commodities, Market Research, Asset Management, Economics, French, English, Tactical Asset..., Strategy, Trading
Education
McGill University 2000 — 2004
Bcomm, Finance / Economics
McGill University
BCA Research 2008 - Present
CIBC Asset Management 2007 - 2008
State Street Bank 2000 - 2007
IDEA 1996 - 2000
Bank of Canada 1995 - 1996
Skills
Currency, Foreign Exchange, Financial Markets, Equities, Fixed Income, Bloomberg, Asset Management, Economics, Investment Banking, Investment Strategies, Corporate Finance, Macroeconomics, Investments, Risk Management, Alternative Investments, FX trading, Electronic Trading, Options, Derivatives, Hedge Funds, Banking, FX Options, Capital Markets, Strategy, Asset Allocation, Commodity, Equity Research, Bonds, Emerging Markets, Trading, Bloomberg Terminal, Portfolio Management, Securities, Financial Services
Education
AIMR 1998 — 2000
CFA Charter
McGill University 1991 — 1995
B.Com, M.A., Finance, Economics
CIBC World Markets January 1999 - Present
BCA Research August 1998 - January 1999
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Private Placements, Debt, Financial Modeling, Mergers & Acquisitions, Strategy, Divestitures, Capital, Equities
Education
CFA Institute 1999 — 2001
Chartered Financial Analyst
Concordia University 1995 — 1998
Bachelor of Commerce with Distinction, Major Finance, Minor Accounting
BCA Research January 2015 - Present
BCA Research March 2010 - January 2015
Goldman Sachs April 2007 - March 2010
International Monetary Fund September 2000 - April 2007
Skills
Macroeconomics, Econometrics, Economics, Financial Markets, Global Macro, Fixed Income, Economic Research, Capital Markets, Equities, Economic Policy
Education
University of Toronto
Doctor of Philosophy (PhD), Economics
London School of Economics and Political Science
Master of Science (MSc), Economics
McMaster University
Bachelor's degree, Economics
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
BCA Research September 2011 - Present
BCA Research March 2007 - September 2011
BCA Research September 2005 - March 2007
Education
University of Windsor 1991 — 1993
Hon. B. Comm., Finance
McGill University 1988 — 1991
Hon. B.A., Political Science, A-
BCA Research October 2010 - Present
BCA Research May 2009 - September 2010
BCA Research February 2008 - April 2009
BCA Research December 2006 - January 2008
Skills
Market Research, Financial Modeling, Commodity, Capital Markets, Economics, Equities, Emerging Markets, Research, Financial Analysis, Hedge Funds, Investments, Asset Management, Trading, Equity Research, French, Portfolio Management
Education
McGill University 2003 — 2007
BA, Joint Honours in Economics and Finance, Graduated with the highest GPA in that Honour's Program.
Picton Mahoney Asset Management October 2014 - Present
Picton Mahoney Asset Management August 2011 - October 2014
BCA Research July 2008 - April 2010
Skills
Financial Modeling, Equities, Valuation, Financial Analysis, Bloomberg, Investments, Capital Markets, Economics, Portfolio Management, Equity Research
Education
McGill University 2008 — 2011
B.Comm, Honours in Investment Management
Chartered Financial Analyst Institute
Level III Candidate
Bureau van Dijk January 2014 - Present
Bureau van Dijk January 2013 - December 2013
Bureau van Dijk January 2012 - December 2012
Bureau van Dijk April 2009 - December 2011
BCA Research October 2008 - February 2009
Skills
Sales Management, Direct Sales, Sales Process, Proposal Generation, Key Account Management, Account Management, Team Leadership
Education
Amherst College 2004 — 2008
B.A., Philosophy
Kent Denver School
BCA Research August 2015 - Present
Rabobank July 2014 - August 2015
Wells Fargo Securities May 2011 - July 2014
Gucci August 2010 - May 2011
Coach November 2005 - August 2010
Skills
Financial Analysis, Marketing Strategy, Visual Communication, Equity Derivatives, Corporate Finance, Relationship Management, Trading Operations, Interest Rate..., Dodd-Frank
Education
San Francisco State University, College of Business 2004 — 2008
Bachelor of Science, International Business, Dean's List
BCA Research June 2014 - Present
SK China October 2011 - August 2013
China International Futures co., LTD March 2010 - October 2011
Beijing Pilgrim Investment Management Co.Ltd May 2008 - December 2009
Skills
Valuation, Commodity Markets, Equity Capital Markets, Derivatives, Fixed Income, Investments, Due Diligence, Analysis, Equities, Private Equity, Mergers & Acquisitions, Economics, Finance, Financial Modeling, Trading
Education
Concordia University 2014 — 2017
Master of Business Administration (MBA)
CFA Institute 2011 — 2014
Peking University 2003 — 2007
Bachelor's degree, Biotechnology
Peking University 2003 — 2007
Bachelor's degree, Economics
BCA Research August 1994 - Present
BCA Research January 2002 - January 2008
The West Island Chronicle 1988 - 1994
Education
Concordia University
Via Consultants May 2014 - Present
BCA Research October 2013 - May 2014
BMO Financial Group November 2012 - September 2013
Standard Life 2009 - 2012
Alliance for Audited Media August 2007 - December 2008
Skills
Investments, Mutual Funds, Financial Analysis, Retirement Planning, TFSA, Finance, Banking, Business Analysis, PowerPoint, Microsoft Excel
Education
Concordia University
Bachelor of Commerce (B.Com.), Accounting and Finance
Lanton Home Products Inc. January 2013 - Present
EKdesign May 2004 - Present
BCA Research September 2009 - January 2013
Civerex Systems Inc. January 2004 - February 2009
Novalab Limited 1986 - 1991
Novalab Limited 1985 - 1986
Skills
Graphic Design, Web..., Software: Adobe..., MS Word, Excel,..., Graphics, Software Documentation, Layout, Logo Design, Graphic Design, Illustrator, Web Design, Dreamweaver, InDesign, Brochures, Illustration
Education
Concordia University 2002 — 2004
Certificate, Desktop Publishing
Concordia University 2002 — 2003
Certificate, Graphic Design
Concordia University 1986 — 1988
Graduate Diploma in Ecotoxicology, Environmental Toxicology
Concordia University 1981 — 1984
Bachelor of Science, Specialization in Biology
CityRentals101 February 2007 - Present
BCA Research April 2008 - December 2010
MBNA Canada October 2006 - May 2007
Sandiford Computer Lab September 2004 - April 2006
Skills
Web Development, Business Development, Investments, Online Advertising, Entrepreneurship, Marketing Strategy, Sales, Leadership, Sales Management, Negotiation, New Business Development, Real Estate, Business Analysis, Budgets, Management, Market Analysis, Market Research
Education
McGill University 2002 — 2006
BCom, Finance, Economics, Accounting
AJ Consulting March 2011 - Present
DSI-Dispensing Systems Int'l Inc. October 2007 - March 2011
BCA Research 2003 - 2007
Reuters Information Services Canada Inc 2001 - 2003
Bridge Information Systems Canada Inc 2000 - 2001
Dow Jones Markets Canada Inc. 1998 - 2000
Reuters Information Services Canada Inc. 1993 - 1998
Education
Dawson College 1976 — 1979
Electrotechnology
Bionic Consulting February 2008 - Present
Plastival Inc 2012 - 2013
Resolute (formerly AbitibiBowater, Inc.) 2008 - 2011
BCA Research 2005 - 2008
Sealrez Inc. 2001 - 2005
Deloitte 1998 - 2000
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Financial Modeling, Financial Accounting, Auditing, IFRS, Mergers & Acquisitions, Consolidation, Corporate Finance, Entrepreneurship, Due Diligence, Finance, Mergers, Restructuring, Cost Accounting, Management
Education
École des sciences de la gestion (ESG UQAM)
Masters in Business Administration
Concordia University
Graduate Diploma
Concordia University
Bachelor of Commerce (B.Com.)
Dawson College
Loyola High School
MRB - The Macro Research Board June 2010 - Present
BCA Research July 2002 - June 2010
Education
Queen's University 2001 — 2002
Masters (M.Sc.), Finance
Bishop's University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Bishop's University 1997 — 2001
Bachelor of Arts (B.A.), Economics
BCA Research August 2008 - Present
BCA Research August 2004 - August 2008
BCA Research August 2002 - August 2004
Skills
Macroeconomics, Investments, Asset Allocation, Bloomberg, Financial Markets, Investment Strategies, Capital Markets, Tactical Asset..., Global Macro, Asset Managment, Economics, Hedge Funds, Asset Management, Analysis, Equities, Fixed Income, Portfolio Management, Equity Research
Education
Concordia University 1991 — 1994
Bachelor of Commerce, Finance
Brandywine Global Investment Management January 2015 - Present
BCA Research 1992 - January 2015
state restructuring commission 1987 - 1988
Skills
Asset Allocation, Equity Research, Hedge Funds, Bloomberg, Equities, Investment Strategies, Asset Management, Investments, Portfolio Management, Financial Modeling, Alternative Investments, Economics
Education
McGill University 1990 — 1992
Post graduate, Economics
Oracle Data Cloud February 2015 - Present
comScore, Inc. August 2012 - January 2015
L'Occitane en Provence August 2011 - August 2012
BCA Research June 2010 - June 2011
Skills
Digital Media, Digital Strategy, Data Analysis, Manage Client..., Sales, Client Development, Presentation Development, Presentations, Marketing Strategy, Microsoft Excel, Stata, Recruiting, Market Research, Social Media, Marketing, Client Education, Business Development
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS)
MRB Partners June 2010 - Present
BCA Research May 2002 - May 2010
DRI/McGraw-Hill November 1983 - December 1995
Skills
Investment Strategies, Asset Allocation, International Economics, Economic Policy, Emerging Markets
Education
Penn State University 1981 — 1983
MA, Economics
University of Maryland College Park 1977 — 1979
Bachelor's Degree, Economics
BCA Research September 2014 - Present
BCA Research October 2007 - September 2014
Education
Concordia University 2001 — 2006
Bachelor of Engineering (BEng), Computer Software Engineering
Janus Capital Group April 2015 - Present
Janus Capital Group October 2012 - April 2015
UBS Wealth Management July 2010 - October 2012
BCA Research September 2009 - July 2010
Glass, Lewis & Co. 2009 - 2009
Delta Dental 2009 - 2009
Fisher Investments 2008 - 2008
UBS Wealth Management 2007 - 2008
Skills
Investments, Financial Modeling, Valuation, Sales, Marketing, Microsoft Excel, Sales Management, PowerPoint, Project Management, Equities, Market Research, Bloomberg, Mutual Funds, Finance, Series 7, Financial Analysis, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
BCA Research March 2004 - Present
JD Power and Associates - The McGraw-hill Companies 1999 - 2001
Amgen 1995 - 1998
Dole Food Company 1986 - 1993
Education
California Lutheran University 1992 — 1994
Moorpark College 1991 — 1992
LaSalle College 1978 — 1980
Associate's Degree
BCA Research October 2011 - Present
Maison 630 December 2013 - Present
SITQ July 2008 - September 2011
Health Canada June 2005 - July 2008
Skills
Real Estate, Real Estate Investment, Real Estate Economics, Economics, Financial Economics, Financial Modeling, Financial Analysis
Education
Université de Montréal 2007 — 2008
Master's degree, Economics
University of Ottawa / Université d'Ottawa 2005 — 2008
Bachelor's degree, Économie
BCA Research October 2014 - Present
RDA Capital January 2010 - August 2014
BCA Research May 2009 - December 2009
Skills
Investment Strategies, Portfolio Management, Fixed Income, Global Macro, Hedge Funds, Equities, Financial Modeling, Alternative Investments, Emerging Markets, Capital Markets, Investment Banking, Asset Allocation, Valuation, Corporate Finance, Bloomberg, Portfolio Optimization, Python, ETFs, Backtesting
Education
McGill University 2007 — 2010
BComm, Honors Investment Management, East Asian Studies
BCA Research 2015 - Present
Busbud 2014 - 2015
DMI Global 2012 - 2013
Morgan Stanley Investment Management - Huaxin Fund May 2011 - August 2011
NetDimensions June 2010 - August 2010
American Century Investments May 2009 - July 2009
Skills
Sales, Market Entry, International Business..., Microsoft Office, Business Analysis, Market Research, Reporting & Analysis, Economic Statistics, Stata, Strategic Financial..., Java, Adobe Photoshop..., Manage Client..., Sales Process..., Business Valuation, Financial Modeling, Organizational..., Management, Business Development, Project Management, CRM, Social Media
Education
McGill University 2008 — 2012
Bachelor of Commerce, Joint Honours Economics and Finance
Aperio Group, LLC November 2013 - October 2014
State Street Global Advisors October 2011 - October 2012
BCA Research September 2010 - September 2011
Rothstein Kass October 2008 - April 2010
Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Management, Strategy, Financial Analysis
Education
University of San Francisco 2010 — 2012
M.Sc. in Finance
University of San Francisco 2006 — 2008
Bachelor of Science (B.S.)
Bellarmine College Preparatory 1999 — 2003
BCA Research August 2015 - Present
Innobec 2011 - July 2015
Ericsson May 2009 - December 2009
Skills
Quality Assurance, Software Quality..., Troubleshooting, Telecommunications, Testing, Management, Scrum, Agile Methodologies, Software Development, Technical Writing, Customer Support, C++, Java, SQL, Programming
Education
McGill University 2005 — 2010
Bachelor of Engineering (Internship Program), Electrical
Vanier College
Gluskin Sheff + Associates Inc. March 1995 - Present
BCA Research 1993 - 1994
Skills
Wealth Management, Investments
Education
Brantford Collegiate Institute & Vocational School
McGill University
Wilfrid Laurier University
BCA Research September 2015 - Present
University of Notre Dame August 2014 - May 2015
Stratfor April 2013 - May 2014
The University of Texas at Austin August 2011 - December 2012
Stratfor 2007 - 2011
The University of Texas at Austin August 2006 - May 2008
Americana Music Academy 2003 - 2005
Andrews McMeel Universal 2004 - 2004
Kansas Cosmosphere and Space Center 2002 - 2003
Skills
Political Risk Analysis, Politics, Policy Analysis, Stata, Foreign Policy, International Relations, Microsoft Excel, Geopolitics, International Security, International Economics, Economics, Statistics, Data Analysis, PowerPoint, Public Policy, Research, Microsoft Word, Customer Service, Microsoft Office, Analysis, Country Risk Analysis, National Security
Education
The University of Texas at Austin 2006 — 2013
Doctor of Philosophy (PhD)
University of Cambridge 2005 — 2006
Master of Philosophy (MPhil)
The University of Kansas 2001 — 2005
Bachelor's degree
BCA Research June 2014 - Present
ING Investment Management July 2011 - June 2013
OppenheimerFunds June 2005 - June 2010
JPMorgan Chase June 2004 - June 2005
OppenheimerFunds August 1998 - June 2004
BCA Research March 1995 - July 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Management, Investments, Investment Strategies, Derivatives, Capital Markets, Mutual Funds, Bonds, Financial Markets, Investment Management, Securities, Currency
Education
New York University 2004 — 2008
Masters, Economics
Western University 1989 — 1993
B.A. (Honours), Economics
Canadian Institute for Health Information July 2009 - Present
BCA Research September 2003 - January 2009
Jarislowsky Fraser July 2002 - August 2003
Education
McGill University 1999 — 2002
B.A., Major: Economics Minor: Hispanic Languages
BCA Research July 2015 - Present
McGill University February 2013 - January 2015
Hillpark Research July 2013 - September 2013
American Renal Associates June 2011 - June 2012
Salem State College May 2008 - May 2011
JoeGreen Home Solutions December 2010 - April 2011
Children Across America April 2010 - August 2010
Skills
Microsoft Office, Research, Customer Service, Management, Data Analysis, Strategic Planning, Multi Tasking, Environmental Economics, Food Security, Stata, SPSS, Organization, Marketing, English, French, Financial Analysis
Education
McGill University 2012 — 2014
Master of Science (MSc), Economics
Salem State University 2007 — 2011
Bachelor of Science, Economics, GPA: 3.7
BCA Research May 2014 - Present
National Bank of Canada May 2013 - July 2013
Desautels Capital Management April 2012 - April 2013
RBC Global Asset Management - Phillips, Hager & North May 2012 - August 2012
Desautels Capital Management August 2011 - April 2012
Conseil RC June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Fixed Income, Corporate Finance, Asset Management, Equity Research, Investments, Investment Management, Investment Strategies, Equities, Portfolio Management, Valuation, Equity Trading, Equity Valuation, Mutual Funds, Cooking, Finance
Education
McGill University
Bachelors of Commerce, Honours in Investment Management
Dawson College
DEC, Commerce
Loyola High School Montreal
BCA Research June 2012 - Present
Skills
Research, Economics, Microsoft Excel, Public Speaking, Teamwork, Financial Modeling, Strategy, Datastream, SPSS, Relationship Management, Bloomberg, Social Media Marketing, Political Science, Leadership, Sales
Education
McGill University
Bachelor of Arts (BA), Dual Majors: Economics, Political Science, Minor in Finance
Saint Johnsbury Academy
Bell March 2013 - Present
BCA Research November 2010 - March 2013
BCA Research September 2006 - November 2010
Dawson College October 2002 - July 2006
GE April 2002 - October 2002
Skills
CRM, Business Analysis, Project Management, Business Intelligence, Data Warehousing, Data Marts, Team Leadership, Reporting & Analysis, ETL, Microsoft SQL Server, Requirements Analysis, Requirements Gathering
Education
Durham University 2004 — 2005
MA, Management
Concordia University 1998 — 2001
B.Comm, Management Information Systems
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics
BCA Research October 2013 - Present
BCA Research October 2011 - Present
BCA Research September 2010 - October 2011
BCA Research April 2008 - September 2010
BCA Research October 2006 - April 2008
FactSet Research Systems December 2005 - October 2006
Wall Street Reporter January 2003 - November 2005
Skills
Asset Allocation, Sales, Global Macro, Forecasting, CRM, Business Development, Capital Markets, Team Leadership, Client Development, institutional research, Equities, Finance, Sales Presentations, Public Speaking, Sales Management
Education
University of Maryland College Park
Bachelor's degree, Finance
BCA Research November 2013 - Present
Electronic Arts March 2013 - July 2013
Idea November 2011 - November 2012
Skills
Windows 7, Networking, Technical Support, Windows, Computer Hardware, Active Directory, Norton Ghost, Windows XP Pro, Apache, VMware, HTML, Information Technology, Microsoft Exchange, Group Policy, DNS management, Visual Basic, Java, Windows Server, Problem Solving, Time Management, Trixbox, Software Deployment, Powershell, Databases, Shell Scripting, PC building, Unix Operating Systems, Internet, Novell Netware, Computer Hardware..., Samba, Microsoft Office, Leadership, Communication Skills, Pressure Handling, Learning Quickly, Independence, Microsoft Forefront TMG, VMware ESX
Education
The Learning Tree 2014 — 2014
Virtualization
CEGEP - John Abbott College 2012 — 2013
AEC (Attestation d'études collégiales), Network Administration
Dawson College 2011 — 2012
International Business Studies, International Business
Dawson College 2009 — 2010
Computer Science
BCA Research June 2015 - Present
Centre universitaire de santé McGill et IR-CUSM McGill University Health Centre and RI-MUHC April 2011 - September 2012
Centre universitaire de santé McGill et IR-CUSM McGill University Health Centre and RI-MUHC November 2010 - March 2011
Tronwell September 2007 - May 2010
Maipú Health Reference Centre January 2008 - March 2008
Skills
Community Outreach, Living Abroad, Microsoft Office, Translation, Trilingual, Working Abroad, Multilingual, Economics, PowerPoint, Teamwork, English, International Relations, Spanish, Intercultural..., Critical Thinking, Foreign Languages, French, Time Management, Public Speaking, Leadership, Data Analysis
Education
McGill University 2012 — 2015
Bachelor of Arts (B.A.), Economics
INACAP 2006 — 2008
Nursing Assistant Certificate
University of Minnesota-Crookston 2001 — 2003
Undergraduate Studies, Natural Sciences