Canaccord Genuity Group Inc.
Industry: Financial services company
DescriptionCanaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. CEO: Daniel Daviau (Oct 1, 2015–) Assets under management: 31.3 billion CAD (2014) Headquarters: Vancouver, Canada Subsidiaries: Jitney Trade, Inc.,
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Canaccord Genuity Group Inc. Employees
Employee
Years
Job
Industry
Laurie Palmer Laurie Palmer's Canaccord Genuity Group Inc. Experience July 2011 - June 2014
Job Executive Director/Supervisory Analyst at MKM Partners
Industry Financial Services
Experience
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
MKM Partners April 2015 - Present
JMP Securities LLC July 2014 - April 2015
Canaccord Genuity Group Inc. July 2011 - June 2014
Longbow Research December 2008 - July 2011
Brean Murray, Carret & Co. November 2008 - December 2008
Merriman Curhan Ford & Co. January 2007 - October 2008
WR Hambrecht + Co., LLC October 2004 - January 2007
JMP Securities LLC September 2002 - August 2005
Skills
Equity Research, FINRA, Equities, Capital Markets, Supervisory Analyst, Equity Research Editor, Series 24, Financial Services, Investment Banking, Financial Modeling, Securities, Bloomberg, Alternative Investments, Equity Valuation, Series 63, Series 7, Valuation, Fixed Income, Investor Relations
Education
Northeastern University 1998 — 2001
BA
Paul Potvin Paul Potvin's Canaccord Genuity Group Inc. Experience March 2014 - June 2015
Job Capital Markets Professional
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. March 2014 - June 2015
CIBC August 2012 - March 2014
Caisse de dépôt et placement du Québec (CDPQ) July 2009 - December 2010
ABN AMRO Bank / Royal Bank of Scotland November 2005 - April 2009
National Bank of Canada 1999 - 2004
TMG Financial Products July 1995 - November 1997
CIBC July 1993 - July 1995
RBC Dominion Securities September 1989 - June 1993
University of Toronto September 1986 - September 1989
Skills
Equity Derivatives, Structuring, Structured Finance, Credit Derivatives, Portfolio Management, Swaps, Structured Products, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Financial Markets, Bonds, Credit, Hedge Funds, Securities, Market Risk, Equities, Financial Institutions, Investment Banking, Interest Rate..., Options, Securitization, Trading, FX Options, Bloomberg, Emerging Markets, Alternative Investments, Asset Management, Proprietary Trading, Trading Systems, Hedging, Equity Trading, Middle Office, Quantitative Finance
Education
University of Toronto 1976 — 1990
B.A. (Hons), Economics
Harvard University 1980 — 1986
Ph.D., Business Economics
University of Toronto Schools 1970 — 1976
Canaccord Genuity Group Inc. March 2014 - June 2015
CIBC August 2012 - March 2014
Caisse de dépôt et placement du Québec (CDPQ) July 2009 - December 2010
ABN AMRO Bank / Royal Bank of Scotland November 2005 - April 2009
National Bank of Canada 1999 - 2004
TMG Financial Products July 1995 - November 1997
CIBC July 1993 - July 1995
RBC Dominion Securities September 1989 - June 1993
University of Toronto September 1986 - September 1989
Skills
Equity Derivatives, Structuring, Structured Finance, Credit Derivatives, Portfolio Management, Swaps, Structured Products, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Financial Markets, Bonds, Credit, Hedge Funds, Securities, Market Risk, Equities, Financial Institutions, Investment Banking, Interest Rate..., Options, Securitization, Trading, FX Options, Bloomberg, Emerging Markets, Alternative Investments, Asset Management, Proprietary Trading, Trading Systems, Hedging, Equity Trading, Middle Office, Quantitative Finance
Education
University of Toronto 1976 — 1990
B.A. (Hons), Economics
Harvard University 1980 — 1986
Ph.D., Business Economics
University of Toronto Schools 1970 — 1976
Kenneth Kam Kenneth Kam's Canaccord Genuity Group Inc. Experience June 2014 - July 2014
Job Incoming Investment Banking Analyst at Jefferies LLC
Industry Accounting
Experience
Jefferies May 2015 - July 2015
Canaccord Genuity Group Inc. June 2014 - July 2014
EY June 2013 - July 2013
Republic of Singapore Navy August 2010 - April 2012
Skills
Microsoft Excel, Public Speaking, Tennis, Microsoft Office, Presentations
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anglo-Chinese School (Independent) 2008 — 2009
International Baccalaureate (IB)
Jefferies May 2015 - July 2015
Canaccord Genuity Group Inc. June 2014 - July 2014
EY June 2013 - July 2013
Republic of Singapore Navy August 2010 - April 2012
Skills
Microsoft Excel, Public Speaking, Tennis, Microsoft Office, Presentations
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anglo-Chinese School (Independent) 2008 — 2009
International Baccalaureate (IB)
Shawn Halwas Shawn Halwas's Canaccord Genuity Group Inc. Experience August 2014 - Present
Job Sr. Business Analyst at Canaccord Genuity Group Inc.
Industry Information Technology and Services
Experience
Canaccord Genuity Group Inc. August 2014 - Present
Self Employed 2003 - Present
Canaccord Genuity Group Inc. June 2012 - July 2014
Impark June 2010 - May 2012
Impark April 2008 - June 2010
Impark November 2007 - April 2008
RBC 1999 - 2000
RBC 1997 - 1999
RBC 1996 - 1997
Skills
Business Process, Business Analysis, SharePoint, Project Management, Cross-functional Team..., Analysis, Project Planning, Management, Program Management, Budgets, IT Management, Training, Leadership, SDLC, IT Strategy, Business Process..., Time Management, Business Intelligence, Policy, Customer Service, Vendor Management, Information Technology, Process Improvement, Team Leadership, Customer Satisfaction, Change Management
Education
British Columbia Institute of Technology 2006 — 2007
Diploma of Technology with Honours, Systems Integration Option
Canaccord Genuity Group Inc. August 2014 - Present
Self Employed 2003 - Present
Canaccord Genuity Group Inc. June 2012 - July 2014
Impark June 2010 - May 2012
Impark April 2008 - June 2010
Impark November 2007 - April 2008
RBC 1999 - 2000
RBC 1997 - 1999
RBC 1996 - 1997
Skills
Business Process, Business Analysis, SharePoint, Project Management, Cross-functional Team..., Analysis, Project Planning, Management, Program Management, Budgets, IT Management, Training, Leadership, SDLC, IT Strategy, Business Process..., Time Management, Business Intelligence, Policy, Customer Service, Vendor Management, Information Technology, Process Improvement, Team Leadership, Customer Satisfaction, Change Management
Education
British Columbia Institute of Technology 2006 — 2007
Diploma of Technology with Honours, Systems Integration Option
Richard Close Richard Close's Canaccord Genuity Group Inc. Experience May 2015 - Present
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Scott Daniel-Haynes's Canaccord Genuity Group Inc. Experience March 2015 - Present
Job IT Systems & Security Analyst
Industry Information Technology and Services
Experience
Canaccord Genuity Group Inc. March 2015 - Present
Daniel-Haynes, LLC August 2011 - Present
Merrill Lynch 2013 - September 2014
Bank of America Merrill Lynch March 2013 - August 2013
Coldwell Banker Real Estate February 2011 - 2013
Schick by Sirona 2009 - 2011
US Power Generating Company 2007 - 2009
US Navy 2003 - 2007
US Navy 2003 - 2007
Skills
Network Security, IT Operations, IT Management, IT Strategy, Military Experience, Business, Troubleshooting, Security, Government, Web Design, Web Development, Networking, IT Security Policies, Technology, Military Operations, Entrepreneurship, Graphic Design, Graphics, Web Hosting, Active Directory, Technical Support, Microsoft Exchange, Project Management, IT Project & Program..., IT Solutions, Wireless Networking, Free Energy
Education
American College of Technology 2009 — 2012
Bachelors in Information Technology & Network Enginering, Computer Science
Canaccord Genuity Group Inc. March 2015 - Present
Daniel-Haynes, LLC August 2011 - Present
Merrill Lynch 2013 - September 2014
Bank of America Merrill Lynch March 2013 - August 2013
Coldwell Banker Real Estate February 2011 - 2013
Schick by Sirona 2009 - 2011
US Power Generating Company 2007 - 2009
US Navy 2003 - 2007
US Navy 2003 - 2007
Skills
Network Security, IT Operations, IT Management, IT Strategy, Military Experience, Business, Troubleshooting, Security, Government, Web Design, Web Development, Networking, IT Security Policies, Technology, Military Operations, Entrepreneurship, Graphic Design, Graphics, Web Hosting, Active Directory, Technical Support, Microsoft Exchange, Project Management, IT Project & Program..., IT Solutions, Wireless Networking, Free Energy
Education
American College of Technology 2009 — 2012
Bachelors in Information Technology & Network Enginering, Computer Science
Maria Averina's Canaccord Genuity Group Inc. Experience 2014 - Present
Job Principal US cash Equity sales to Europe/US at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. 2014 - Present
Brean Murray Carret 2006 - 2014
Instinet Group 2004 - 2005
Instinet Corporation 2000 - 2004
Skills
Equities, Trading, Financial Markets, Hedge Funds, Capital Markets, Electronic Trading, Bloomberg, Investments, Trading Systems, Portfolio Management, Investment Banking, Asset Managment, Emerging Markets, Derivatives, Options, Equity Research, Valuation, Securities, Asset Management, Finance
Education
The Hebrew University
Hebrew University of Jerusalem, HUJI
Canaccord Genuity Group Inc. 2014 - Present
Brean Murray Carret 2006 - 2014
Instinet Group 2004 - 2005
Instinet Corporation 2000 - 2004
Skills
Equities, Trading, Financial Markets, Hedge Funds, Capital Markets, Electronic Trading, Bloomberg, Investments, Trading Systems, Portfolio Management, Investment Banking, Asset Managment, Emerging Markets, Derivatives, Options, Equity Research, Valuation, Securities, Asset Management, Finance
Education
The Hebrew University
Hebrew University of Jerusalem, HUJI
Sara-Jane Eadie Sara-Jane Eadie's Canaccord Genuity Group Inc. Experience May 2009 - August 2009
Job Analyst Debt Capital Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets August 2014 - Present
Scotiabank Global Banking and Markets April 2013 - August 2013
Macquarie Private Wealth April 2010 - September 2012
Canaccord Genuity Group Inc. May 2009 - August 2009
Skills
Financial Analysis, Mergers, Microsoft Excel, Investor Relations, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Event Planning, Capital Markets, Team Leadership, Marketing Strategy, Investments, Investment Banking, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2014
Honours Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Scotiabank Global Banking and Markets August 2014 - Present
Scotiabank Global Banking and Markets April 2013 - August 2013
Macquarie Private Wealth April 2010 - September 2012
Canaccord Genuity Group Inc. May 2009 - August 2009
Skills
Financial Analysis, Mergers, Microsoft Excel, Investor Relations, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Event Planning, Capital Markets, Team Leadership, Marketing Strategy, Investments, Investment Banking, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2014
Honours Business Administration
The University of Western Ontario 2010 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Stephanie Pouliotte Stephanie Pouliotte's Canaccord Genuity Group Inc. Experience September 2013 - Present
Job Freelance Editor and Writer Publishing Associate at Canaccord Genuity Group Inc.
Industry Fine Art
Experience
Canaccord Genuity Group Inc. September 2013 - Present
Ruby Sky P.I. August 2014 - December 2014
Levi Strauss & Co. June 2009 - September 2013
M.A.R.Z Films August 2012 - February 2013
Life After High School February 2012 - April 2012
Indigo October 2011 - November 2011
Life After High School September 2011 - November 2011
Phanta Media February 2011 - April 2011
York University September 2008 - May 2010
Skills
Final Cut Pro, Editing, Film Production, Office Administration, Writing, MS: Office, Excel, Substative Editing, Blogging, Desktop Publishing, Event Planning, Promotions, Proofreading, PowerPoint, Mac, Picture Editing, Public Speaking, Copywriting, Copy Editing
Education
George Brown College 2011 — 2013
Post-Graduate Certificate, Editing and Publishing
York University 2008 — 2012
BFA with Honours, Film Production and Screenwriting
Canaccord Genuity Group Inc. September 2013 - Present
Ruby Sky P.I. August 2014 - December 2014
Levi Strauss & Co. June 2009 - September 2013
M.A.R.Z Films August 2012 - February 2013
Life After High School February 2012 - April 2012
Indigo October 2011 - November 2011
Life After High School September 2011 - November 2011
Phanta Media February 2011 - April 2011
York University September 2008 - May 2010
Skills
Final Cut Pro, Editing, Film Production, Office Administration, Writing, MS: Office, Excel, Substative Editing, Blogging, Desktop Publishing, Event Planning, Promotions, Proofreading, PowerPoint, Mac, Picture Editing, Public Speaking, Copywriting, Copy Editing
Education
George Brown College 2011 — 2013
Post-Graduate Certificate, Editing and Publishing
York University 2008 — 2012
BFA with Honours, Film Production and Screenwriting
Aziz Mahomed Aziz Mahomed's Canaccord Genuity Group Inc. Experience January 2015 - June 2015
Job IT Professional
Industry Information Technology and Services
Experience
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
Oscar Cea Oscar Cea's Canaccord Genuity Group Inc. Experience September 2014 - Present
Job at
Industry Information Technology and Services
Experience
Canaccord Genuity Group Inc. September 2014 - Present
ICBC April 2010 - June 2014
ICBC -Customer Information File January 2011 - May 2012
Marqui September 2009 - August 2011
Business Objects, an SAP Company 2006 - 2008
NT Services Ltd 2002 - 2006
Skills
Test Planning, Test Strategy, System Testing, Testing, Defect Tracking, User Acceptance Testing, Process Improvement, Regression Testing, Agile Testing, Test Management, Test Cases, Test Automation, Software Quality..., Waterfall, Requirements Analysis, SDLC, Quality Assurance, Software Project..., Requirements Gathering, Test Execution, Agile Methodologies, JIRA, Integration Testing, Manual Testing, Business Requirements
Education
The University of British Columbia 2009 — 2009
Fundamentals of Business Analysis
The University of Calgary 2005 — 2005
Certificate, Software Testing Methodologies
Southern Alberta Institute of Technology 2000 — 2003
Computer Science, Information Technology
Canaccord Genuity Group Inc. September 2014 - Present
ICBC April 2010 - June 2014
ICBC -Customer Information File January 2011 - May 2012
Marqui September 2009 - August 2011
Business Objects, an SAP Company 2006 - 2008
NT Services Ltd 2002 - 2006
Skills
Test Planning, Test Strategy, System Testing, Testing, Defect Tracking, User Acceptance Testing, Process Improvement, Regression Testing, Agile Testing, Test Management, Test Cases, Test Automation, Software Quality..., Waterfall, Requirements Analysis, SDLC, Quality Assurance, Software Project..., Requirements Gathering, Test Execution, Agile Methodologies, JIRA, Integration Testing, Manual Testing, Business Requirements
Education
The University of British Columbia 2009 — 2009
Fundamentals of Business Analysis
The University of Calgary 2005 — 2005
Certificate, Software Testing Methodologies
Southern Alberta Institute of Technology 2000 — 2003
Computer Science, Information Technology
Candace Seniw Candace Seniw's Canaccord Genuity Group Inc. Experience June 1999 - August 1999
Job Director, Senior Advisor
Industry Management Consulting
Experience
Strategic Avenue Consulting 2009 - Present
Deloitte December 2014 - May 2015
McGill University October 2007 - March 2010
Bombardier Aerospace 2005 - 2009
Concordia University 2005 - 2005
TD Canada Trust 2001 - 2004
TD Bank 1999 - 2001
Canaccord Genuity Group Inc. June 1999 - August 1999
TD 1995 - 1999
Skills
Change Management, Organizational..., Business Transformation, Organizational..., Strategic Planning, Organizational Change, Leadership Development, Management Consulting, Team Building, Program Management, Process Improvement, Business Strategy, Strategy Development, Business Process..., Team Leadership, Project Planning, Employee Engagement, Business Management, Management, Leadership, Internal Communications, Strategy, Integration, Training, Mergers & Acquisitions, Budgets, Culture Change, ERP, Executive Coaching, Continuous Improvement, Workshop Facilitation, Career Development, Consulting
Education
Concordia University 2003 — 2005
Master's Degree, Organization Development, Human System's Intervention
Concordia University 1996 — 2000
Bachelor's Degree, Commerce, Major Finance
Centre for Human Relations and Community Studies 2004 — 2009
Group Facilitation, Coaching, Preferred Futuring-Whole Systems
Strategic Avenue Consulting 2009 - Present
Deloitte December 2014 - May 2015
McGill University October 2007 - March 2010
Bombardier Aerospace 2005 - 2009
Concordia University 2005 - 2005
TD Canada Trust 2001 - 2004
TD Bank 1999 - 2001
Canaccord Genuity Group Inc. June 1999 - August 1999
TD 1995 - 1999
Skills
Change Management, Organizational..., Business Transformation, Organizational..., Strategic Planning, Organizational Change, Leadership Development, Management Consulting, Team Building, Program Management, Process Improvement, Business Strategy, Strategy Development, Business Process..., Team Leadership, Project Planning, Employee Engagement, Business Management, Management, Leadership, Internal Communications, Strategy, Integration, Training, Mergers & Acquisitions, Budgets, Culture Change, ERP, Executive Coaching, Continuous Improvement, Workshop Facilitation, Career Development, Consulting
Education
Concordia University 2003 — 2005
Master's Degree, Organization Development, Human System's Intervention
Concordia University 1996 — 2000
Bachelor's Degree, Commerce, Major Finance
Centre for Human Relations and Community Studies 2004 — 2009
Group Facilitation, Coaching, Preferred Futuring-Whole Systems
Adam Williams Adam Williams's Canaccord Genuity Group Inc. Experience September 2014 - March 2015
Job Currently incorporating a new sustainable assets fund
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Ciara Sullivan Ciara Sullivan's Canaccord Genuity Group Inc. Experience March 2005 - July 2007
Job Global Events Accounting & Operations
Industry Financial Services
Experience
Montefiore Medical Center November 2013 - May 2014
Bloomberg LP 2010 - 2014
Montefiore Medical Center September 2013 - October 2013
Amen Clinics, Inc January 2013 - August 2013
Vertex Pharmaceuticals, Inc. July 2007 - January 2009
Canaccord Genuity Group Inc. March 2005 - July 2007
Skills
Financial Analysis, Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Access, Nonprofits
Education
New York University 2011 — 2014
Master of Social Work (MSW), 3.9
Merrimack College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Montefiore Medical Center November 2013 - May 2014
Bloomberg LP 2010 - 2014
Montefiore Medical Center September 2013 - October 2013
Amen Clinics, Inc January 2013 - August 2013
Vertex Pharmaceuticals, Inc. July 2007 - January 2009
Canaccord Genuity Group Inc. March 2005 - July 2007
Skills
Financial Analysis, Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Access, Nonprofits
Education
New York University 2011 — 2014
Master of Social Work (MSW), 3.9
Merrimack College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Francois Sztuke Francois Sztuke's Canaccord Genuity Group Inc. Experience May 2014 - December 2014
Job Vice President, Mergers & Acquisitions at National Bank Financial
Industry Investment Banking
Experience
National Bank Financial Markets January 2015 - Present
Canaccord Genuity Group Inc. May 2014 - December 2014
Canaccord Genuity Group Inc. May 2011 - May 2014
Canaccord Genuity Group Inc. (fka: Genuity Capital Markets) September 2008 - May 2011
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equity Capital Markets, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investments, Finance, Due Diligence
Education
Université de Montréal - HEC Montréal 2005 — 2008
BBA, Finance
National Bank Financial Markets January 2015 - Present
Canaccord Genuity Group Inc. May 2014 - December 2014
Canaccord Genuity Group Inc. May 2011 - May 2014
Canaccord Genuity Group Inc. (fka: Genuity Capital Markets) September 2008 - May 2011
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Equity Capital Markets, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investments, Finance, Due Diligence
Education
Université de Montréal - HEC Montréal 2005 — 2008
BBA, Finance
Tony Dwyer Tony Dwyer's Canaccord Genuity Group Inc. Experience February 2012 - Present
Job U.S. Portfolio Strategist Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Group Inc. February 2012 - Present
Education
Le Moyne College 1985 — 1987
bs, political science
Canaccord Genuity Group Inc. February 2012 - Present
Education
Le Moyne College 1985 — 1987
bs, political science
Douglas Meyerson Douglas Meyerson's Canaccord Genuity Group Inc. Experience November 2012 - October 2013
Job Institutional Salesman at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co. May 2014 - Present
Canaccord Genuity Group Inc. November 2012 - October 2013
Maxim Group 2010 - 2011
Skills
Series 7, Equities, Series 63, Securities, Fixed Income, Investments, Bloomberg, Mutual Funds, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Trading
Education
University of Hartford 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General, 3.0
Pascack Hills High School 1985 — 1989
High School Diploma
Paulson Investment Co. May 2014 - Present
Canaccord Genuity Group Inc. November 2012 - October 2013
Maxim Group 2010 - 2011
Skills
Series 7, Equities, Series 63, Securities, Fixed Income, Investments, Bloomberg, Mutual Funds, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Financial Services, Trading
Education
University of Hartford 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General, 3.0
Pascack Hills High School 1985 — 1989
High School Diploma
Nathan Paurini's Canaccord Genuity Group Inc. Experience May 2013 - November 2013
Job Developer at FlyCow Games
Industry Computer Software
Experience
FlyCow Games December 2013 - Present
Canaccord Genuity Group Inc. May 2013 - November 2013
Rogers Communications September 2011 - August 2012
TD January 2010 - September 2011
Skills
Java, C#, ASP.NET, MVC, Entity Framework, Web Applications, Microsoft SQL Server, Software Development, JavaScript, HTML, CSS, TFS, SharePoint, Web Development, SDLC, IIS, Web Services, PHP, MySQL
Education
British Columbia Institute of Technology 2012 — 2013
Certificate of Technology with Distinction, Software Systems Developer - Web Programmer
FlyCow Games December 2013 - Present
Canaccord Genuity Group Inc. May 2013 - November 2013
Rogers Communications September 2011 - August 2012
TD January 2010 - September 2011
Skills
Java, C#, ASP.NET, MVC, Entity Framework, Web Applications, Microsoft SQL Server, Software Development, JavaScript, HTML, CSS, TFS, SharePoint, Web Development, SDLC, IIS, Web Services, PHP, MySQL
Education
British Columbia Institute of Technology 2012 — 2013
Certificate of Technology with Distinction, Software Systems Developer - Web Programmer
Darrell Thompson Darrell Thompson's Canaccord Genuity Group Inc. Experience November 2013 - Present
Job Vice President/Senior Investment Advisor at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. November 2013 - Present
Macquarie Group September 2003 - November 2013
Raymond James Ltd. October 2001 - September 2003
Skills
Retirement Planning, Tax, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Advisory, Estate Planning, Financial Services, Wealth, Investment Management, Retirement, ETFs, Capital Markets, Bonds, Hedge Funds, Trading
Education
University of Iowa - Henry B. Tippie College of Business
Canaccord Genuity Group Inc. November 2013 - Present
Macquarie Group September 2003 - November 2013
Raymond James Ltd. October 2001 - September 2003
Skills
Retirement Planning, Tax, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Advisory, Estate Planning, Financial Services, Wealth, Investment Management, Retirement, ETFs, Capital Markets, Bonds, Hedge Funds, Trading
Education
University of Iowa - Henry B. Tippie College of Business
Jamie M. Brown Jamie M. Brown's Canaccord Genuity Group Inc. Experience April 2015 - Present
Job Investment Banking
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. April 2015 - Present
Jamevest Enterprises Ltd. January 2015 - Present
BC Hydro June 2008 - Present
Powerex 2008 - Present
Difference Capital Financial Inc. April 2013 - January 2015
Canaccord Genuity Inc. February 1997 - April 2013
Education
McGill University 1986 — 1990
St. George's School 1979 — 1986
High School
Canaccord Genuity Group Inc. April 2015 - Present
Jamevest Enterprises Ltd. January 2015 - Present
BC Hydro June 2008 - Present
Powerex 2008 - Present
Difference Capital Financial Inc. April 2013 - January 2015
Canaccord Genuity Inc. February 1997 - April 2013
Education
McGill University 1986 — 1990
St. George's School 1979 — 1986
High School
Josée Grice Josée Grice's Canaccord Genuity Group Inc. Experience June 2015 - Present
Job IT Application Specialist at Canaccord Genuity Group Inc.
Industry Wine and Spirits
Experience
Canaccord Genuity Group Inc. June 2015 - Present
Charton Hobbs June 2013 - Present
Cartel Communication Systems Inc. April 2012 - May 2013
Dehoney Financial Group April 2008 - April 2012
West Coast Chocolate Festival 2007 - 2011
ARAMARK Healthcare February 2008 - April 2008
HUB Financial Inc. 2002 - 2008
Methanex Corporation February 1995 - February 2000
Manulife Financial 1989 - 1994
Skills
Marketing Communications, Strategic Planning, Account Management, Team Building, Internal & External..., Telecommunications, Collateral, Sales Management, Advertising Management, Internal Communications, Business Strategy, Product Marketing, Business Analysis, Entrepreneurship, Team Leadership, Leadership, Insurance, Marketing, Customer Service
Education
SFU 2011 — 2012
Diploma of Applied Project Management
Cambrian College 1984 — 1987
Data Processing, Diploma of Business; 3 year program in Data Processing
Sarnia Central Collegiate 1976 — 1980
High School
Canaccord Genuity Group Inc. June 2015 - Present
Charton Hobbs June 2013 - Present
Cartel Communication Systems Inc. April 2012 - May 2013
Dehoney Financial Group April 2008 - April 2012
West Coast Chocolate Festival 2007 - 2011
ARAMARK Healthcare February 2008 - April 2008
HUB Financial Inc. 2002 - 2008
Methanex Corporation February 1995 - February 2000
Manulife Financial 1989 - 1994
Skills
Marketing Communications, Strategic Planning, Account Management, Team Building, Internal & External..., Telecommunications, Collateral, Sales Management, Advertising Management, Internal Communications, Business Strategy, Product Marketing, Business Analysis, Entrepreneurship, Team Leadership, Leadership, Insurance, Marketing, Customer Service
Education
SFU 2011 — 2012
Diploma of Applied Project Management
Cambrian College 1984 — 1987
Data Processing, Diploma of Business; 3 year program in Data Processing
Sarnia Central Collegiate 1976 — 1980
High School
Genevieve Burrows Genevieve Burrows's Canaccord Genuity Group Inc. Experience January 1995 - September 2013
Job Equity Capital Markets Professional
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. January 1995 - September 2013
Yorkton Securities Inc. July 1991 - December 1994
Skills
Executive Assistant, Corporate Finance, Equity Capital Markets, Equities, Private Placements, IPO, Securities, Administration, Creative Problem Solving, Building Relationships, Coaching, Paralegals, Legal Assistants, Trading, Investment Banking, Financial Modeling
Education
Capilano University 1994 — 1998
Paralegal Certificate
Canaccord Genuity Group Inc. January 1995 - September 2013
Yorkton Securities Inc. July 1991 - December 1994
Skills
Executive Assistant, Corporate Finance, Equity Capital Markets, Equities, Private Placements, IPO, Securities, Administration, Creative Problem Solving, Building Relationships, Coaching, Paralegals, Legal Assistants, Trading, Investment Banking, Financial Modeling
Education
Capilano University 1994 — 1998
Paralegal Certificate
Ryan W. Wallace, CFA's Canaccord Genuity Group Inc. Experience April 2015 - Present
Job Equity Research Internet
Industry Financial Services
Experience
Canaccord Genuity Group Inc. April 2015 - Present
J.P. Morgan Asset Management July 2012 - April 2015
J.P. Morgan July 2009 - June 2012
Education
University of Delaware
Bachelor of Science (BS), Finance
Monsignor Bonner
Canaccord Genuity Group Inc. April 2015 - Present
J.P. Morgan Asset Management July 2012 - April 2015
J.P. Morgan July 2009 - June 2012
Education
University of Delaware
Bachelor of Science (BS), Finance
Monsignor Bonner
David Rowen, CFA, FRM's Canaccord Genuity Group Inc. Experience August 1998 - July 1999
Job Managing Director at Phocion Investments Inc.
Industry Investment Management
Experience
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Kevin Lo Kevin Lo's Canaccord Genuity Group Inc. Experience November 2014 - February 2015
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting February 2015 - Present
Canaccord Genuity Group Inc. November 2014 - February 2015
Capco September 2012 - November 2014
Accenture October 2008 - September 2012
Skills
SAP, Business Analysis, Credit Cards, Banking, Project Management, Business Requirements, Business Process..., Stakeholder Management, Business Strategy, Financial Services, Business Process, IT Strategy, Business Transformation, PMO, Testing, Project Delivery, Requirements Gathering, Program Management
Education
Queen's University 2004 — 2008
Electrical Engineering
Langara College 2003 — 2004
Computer Programming
Deloitte Consulting February 2015 - Present
Canaccord Genuity Group Inc. November 2014 - February 2015
Capco September 2012 - November 2014
Accenture October 2008 - September 2012
Skills
SAP, Business Analysis, Credit Cards, Banking, Project Management, Business Requirements, Business Process..., Stakeholder Management, Business Strategy, Financial Services, Business Process, IT Strategy, Business Transformation, PMO, Testing, Project Delivery, Requirements Gathering, Program Management
Education
Queen's University 2004 — 2008
Electrical Engineering
Langara College 2003 — 2004
Computer Programming
Mike McNally Mike McNally's Canaccord Genuity Group Inc. Experience June 2015 - Present
Job Equity Derivatives Sales/Trader at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. June 2015 - Present
GFI Group March 2003 - June 2015
Tullett & November 2002 - March 2003
Bloomberg LP January 2001 - November 2002
Cantor Fitzgerald March 1999 - January 2001
Euro Brokers September 1995 - March 1999
Spectron Energy October 1994 - September 1995
Bear Stearns & Co. March 1986 - October 1994
Skills
Volatility, Market Making, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Equities, Series, 3, 4, 7 55 & 63, Equity Options, OTC Energy Options, Futures Trading, Sales/trader, Commodity, Financial Markets, Trading
Education
Baruch College 1999 — 2000
Master of Science (MS), Finance
CW Post 1978 — 1982
Bachelor of Science (BS), Finance
Canaccord Genuity Group Inc. June 2015 - Present
GFI Group March 2003 - June 2015
Tullett & November 2002 - March 2003
Bloomberg LP January 2001 - November 2002
Cantor Fitzgerald March 1999 - January 2001
Euro Brokers September 1995 - March 1999
Spectron Energy October 1994 - September 1995
Bear Stearns & Co. March 1986 - October 1994
Skills
Volatility, Market Making, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Equities, Series, 3, 4, 7 55 & 63, Equity Options, OTC Energy Options, Futures Trading, Sales/trader, Commodity, Financial Markets, Trading
Education
Baruch College 1999 — 2000
Master of Science (MS), Finance
CW Post 1978 — 1982
Bachelor of Science (BS), Finance
Dylan Rice's Canaccord Genuity Group Inc. Experience June 2015 - August 2015
Job Equity Research Intern at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. June 2015 - August 2015
Canaccord Genuity Group Inc. June 2014 - August 2014
YMCA June 2013 - August 2013
Skills
Time Management, Risk Management, Leadership, Finance, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Team Synergy, Coaching
Education
Clemson University - College of Business and Behavioral Science 2014 — 2017
Bachelor of Science (B.S.), Economics
Canaccord Genuity Group Inc. June 2015 - August 2015
Canaccord Genuity Group Inc. June 2014 - August 2014
YMCA June 2013 - August 2013
Skills
Time Management, Risk Management, Leadership, Finance, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Team Synergy, Coaching
Education
Clemson University - College of Business and Behavioral Science 2014 — 2017
Bachelor of Science (B.S.), Economics
Christopher Lombardi Christopher Lombardi's Canaccord Genuity Group Inc. Experience December 2014 - Present
Job Accounts Payable Analyst at Canaccord Genuity Group Inc.
Industry Accounting
Experience
Canaccord Genuity Group Inc. December 2014 - Present
The American Foundation for Suicide Prevention October 2014 - December 2014
Milano Market December 2013 - October 2014
TD Securties 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Auditing, Impact Assessment, US GAAP, Time Management, Financial Accounting, Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Monsignor Farrell
Canaccord Genuity Group Inc. December 2014 - Present
The American Foundation for Suicide Prevention October 2014 - December 2014
Milano Market December 2013 - October 2014
TD Securties 2010 - 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Auditing, Impact Assessment, US GAAP, Time Management, Financial Accounting, Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Monsignor Farrell
Edmund Nabutete, PMP Edmund Nabutete, PMP's Canaccord Genuity Group Inc. Experience August 2014 - Present
Job Senior Manager, IT Operations, Eastern Canada at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. August 2014 - Present
Canaccord Genuity Group Inc. August 2011 - August 2014
Fidelity Investments, Canada October 2006 - July 2011
ACS XEROX Company October 2004 - October 2006
Affiliated Computer Services February 2004 - October 2004
Affiliated Computer Services June 2001 - February 2004
Skills
Disaster Recovery, Business Analysis, Data Center, Vendor Management, Certified Project..., Mobile Communications, Team Management, Business Planning, Account Management, Customer Relations, Escalation Management, Contract Negotiation, Network Security, Change Management, Project Management, Mobile Technology, Operations Management, Presentations, Telecommunications..., Telecommunications..., Executive Reporting, Customer Service, Incident Management, Servers, IT Operations, Information Technology, Incident Handling, PMP, WAN, VMware, Telecommunications, Networking, VoIP, Wireless, Management, IT Service Management
Education
Christian Brothers University 1997 — 2001
Information Technology Management, Business
Canaccord Genuity Group Inc. August 2014 - Present
Canaccord Genuity Group Inc. August 2011 - August 2014
Fidelity Investments, Canada October 2006 - July 2011
ACS XEROX Company October 2004 - October 2006
Affiliated Computer Services February 2004 - October 2004
Affiliated Computer Services June 2001 - February 2004
Skills
Disaster Recovery, Business Analysis, Data Center, Vendor Management, Certified Project..., Mobile Communications, Team Management, Business Planning, Account Management, Customer Relations, Escalation Management, Contract Negotiation, Network Security, Change Management, Project Management, Mobile Technology, Operations Management, Presentations, Telecommunications..., Telecommunications..., Executive Reporting, Customer Service, Incident Management, Servers, IT Operations, Information Technology, Incident Handling, PMP, WAN, VMware, Telecommunications, Networking, VoIP, Wireless, Management, IT Service Management
Education
Christian Brothers University 1997 — 2001
Information Technology Management, Business
Raymond Deacon's Canaccord Genuity Group Inc. Experience April 2014 - November 2014
Job Investor Relations at Warren E&P
Industry Investment Banking
Experience
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Patrick McEvoy's Canaccord Genuity Group Inc. Experience 2010 - 2014
Job Managing Director, Canaccord Genuity Distressed Equities & Prefs, GSE's, Bankruptcies, Liquidations, Special Sits
Industry Capital Markets
Experience
Collins Stewart March 2010 - Present
Canaccord Genuity Group Inc. 2010 - 2014
Natixis March 2005 - August 2010
Skills
Equities, Proprietary Trading, Market Making, Special Situations, High Yield, Financial Risk, Arbitrage, Foreign Exchange, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Series 7, Trading, Alternative Investments, Investments, Asset Management, Valuation, Series 63, Investment Banking, Equity Trading, Options, Securities, Financial Analysis, Trading Systems, Equity Research, Financial Markets, Derivatives
Education
Skidmore College 2000 — 2003
Collins Stewart March 2010 - Present
Canaccord Genuity Group Inc. 2010 - 2014
Natixis March 2005 - August 2010
Skills
Equities, Proprietary Trading, Market Making, Special Situations, High Yield, Financial Risk, Arbitrage, Foreign Exchange, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Series 7, Trading, Alternative Investments, Investments, Asset Management, Valuation, Series 63, Investment Banking, Equity Trading, Options, Securities, Financial Analysis, Trading Systems, Equity Research, Financial Markets, Derivatives
Education
Skidmore College 2000 — 2003
Bradford Bodine's Canaccord Genuity Group Inc. Experience September 2013 - November 2014
Job Principal at Bonneville Multifamily Capital
Industry Commercial Real Estate
Experience
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Bonneville Multifamily Capital June 2015 - Present
Canaccord Genuity Group Inc. September 2013 - November 2014
Pierpont Securities October 2012 - September 2013
Cortview Capital Holdings Inc. December 2009 - October 2012
Glenville Partners March 2009 - December 2009
Wachovia Securities September 2004 - March 2009
Barclays Capital January 2000 - January 2004
Credit Suisse First Boston September 1992 - June 2000
CS First Boston 1989 - 2000
First Boston Corporation January 1989 - January 1992
Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy
Education
Columbia University in the City of New York 1986 — 1988
BA, Economics
Claremont McKenna College 1984 — 1988
BA, Economics
The Collegiate School 1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.
Dominique Wathen's Canaccord Genuity Group Inc. Experience August 2014 - Present
Job Sales Associate at NEI Investments
Industry Investment Management
Experience
NEI Investments April 2015 - Present
Canaccord Genuity Group Inc. August 2014 - Present
Raymond James Ltd. November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution June 2011 - November 2011
Philthy McNasty's November 2009 - May 2011
Oliver and Bonacini December 2008 - December 2010
International Student Volunteers August 2008 - June 2010
Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits
Education
University of Guelph 2003 — 2007
B.Sc., Biology
Sheridan College 2009 — 2011
Diploma, Journalism (Print)
NEI Investments April 2015 - Present
Canaccord Genuity Group Inc. August 2014 - Present
Raymond James Ltd. November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution June 2011 - November 2011
Philthy McNasty's November 2009 - May 2011
Oliver and Bonacini December 2008 - December 2010
International Student Volunteers August 2008 - June 2010
Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits
Education
University of Guelph 2003 — 2007
B.Sc., Biology
Sheridan College 2009 — 2011
Diploma, Journalism (Print)
Scott Williford's Canaccord Genuity Group Inc. Experience September 2009 - February 2014
Job Maxim Group LLC
Industry Capital Markets
Experience
Maxim Group February 2014 - Present
Canaccord Genuity Group Inc. September 2009 - February 2014
H.C. Wainwright October 2006 - August 2009
ADVEST INC September 1993 - October 2006
New York Institute of Finance January 2000 - January 2005
Skills
Negotiation, Business Development, Fixed Income, Asset Management, Investments, Trading, Portfolio Management, Series 7, Capital Markets, Derivatives, Alternative Investments, Financial Modeling, Bloomberg, Series 63, Bonds
Education
Lehigh University - College of Business and Economics 1986 — 1988
MBA, Marketing/Marketing Management, General
Keene State College 1982 — 1986
Bs management, Economics
Maxim Group February 2014 - Present
Canaccord Genuity Group Inc. September 2009 - February 2014
H.C. Wainwright October 2006 - August 2009
ADVEST INC September 1993 - October 2006
New York Institute of Finance January 2000 - January 2005
Skills
Negotiation, Business Development, Fixed Income, Asset Management, Investments, Trading, Portfolio Management, Series 7, Capital Markets, Derivatives, Alternative Investments, Financial Modeling, Bloomberg, Series 63, Bonds
Education
Lehigh University - College of Business and Economics 1986 — 1988
MBA, Marketing/Marketing Management, General
Keene State College 1982 — 1986
Bs management, Economics
Gregory Lobo's Canaccord Genuity Group Inc. Experience March 2014 - Present
Job HY Bond Sales at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. March 2014 - Present
The PrinceRidge Group May 2011 - September 2011
Cohen and Company Securities, LLC October 2010 - May 2011
HGK Asset Management, Inc August 1990 - July 2009
Skills
Fixed Income, Investments, Bloomberg, Portfolio Management, Credit, Trading, MBS, Securities, ABS, Investment Banking, Asset Management, Bonds
Education
Georgetown University 1985 — 1989
BSBA, Finance
Canaccord Genuity Group Inc. March 2014 - Present
The PrinceRidge Group May 2011 - September 2011
Cohen and Company Securities, LLC October 2010 - May 2011
HGK Asset Management, Inc August 1990 - July 2009
Skills
Fixed Income, Investments, Bloomberg, Portfolio Management, Credit, Trading, MBS, Securities, ABS, Investment Banking, Asset Management, Bonds
Education
Georgetown University 1985 — 1989
BSBA, Finance
Steven Priestley's Canaccord Genuity Group Inc. Experience May 2014 - Present
Job Institutional Equity Research Sales
Industry Financial Services
Experience
Canaccord Genuity Group Inc. May 2014 - Present
Canaccord Genuity Inc. August 2012 - May 2014
Canaccord Genuity Inc. August 2011 - August 2012
Dormitory Authority State of NY June 2010 - September 2010
Dormitory Authority State of NY June 2010 - September 2010
Skills
Series 7, Series 63, Bloomberg, Equities, Financial Analysis, Equity Research, Bloomberg Terminal, Investments, Hedge Funds, Trading, Capital Markets, Alternative Investments, Securities, Valuation, Investment Banking
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Uniondale
Canaccord Genuity Group Inc. May 2014 - Present
Canaccord Genuity Inc. August 2012 - May 2014
Canaccord Genuity Inc. August 2011 - August 2012
Dormitory Authority State of NY June 2010 - September 2010
Dormitory Authority State of NY June 2010 - September 2010
Skills
Series 7, Series 63, Bloomberg, Equities, Financial Analysis, Equity Research, Bloomberg Terminal, Investments, Hedge Funds, Trading, Capital Markets, Alternative Investments, Securities, Valuation, Investment Banking
Education
Siena College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Uniondale
Karima Samjee's Canaccord Genuity Group Inc. Experience September 2014 - Present
Job Senior Securities Administrator at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - Present
Global Securities Corporation January 2011 - August 2014
Computershare March 2007 - September 2010
Raymond James July 1991 - November 2006
Skills
Securities, Project Planning, Mutual Funds, Investments, Risk Management, Strategic Financial..., Business Analysis, Portfolio Management, Financial Analysis, Customer Service, Banking, Finance
Education
Southern Alberta Institute of Technology 1984 — 1985
Financial Accounting Phase 1
Canaccord Genuity Group Inc. September 2014 - Present
Global Securities Corporation January 2011 - August 2014
Computershare March 2007 - September 2010
Raymond James July 1991 - November 2006
Skills
Securities, Project Planning, Mutual Funds, Investments, Risk Management, Strategic Financial..., Business Analysis, Portfolio Management, Financial Analysis, Customer Service, Banking, Finance
Education
Southern Alberta Institute of Technology 1984 — 1985
Financial Accounting Phase 1
Sarah M. Whately's Canaccord Genuity Group Inc. Experience September 2014 - Present
Job Treasury and Trade Reconciliation
Industry Financial Services
Experience
Canaccord Genuity Group Inc. September 2014 - Present
First Calgary Financial February 2013 - May 2014
First Calgary Financial June 2009 - February 2013
Canaccord Financial April 2004 - January 2008
Skills
Banking, Financial Services, Teamwork, Leadership, Analysis, Business Analysis, Customer Service, Relationship Management, Coaching
Education
Mount Royal University
Extension Certificate, Public Relations
American Academy of Dramatic Arts
Associates Degree, Occupational Studies, Theatre
Canaccord Genuity Group Inc. September 2014 - Present
First Calgary Financial February 2013 - May 2014
First Calgary Financial June 2009 - February 2013
Canaccord Financial April 2004 - January 2008
Skills
Banking, Financial Services, Teamwork, Leadership, Analysis, Business Analysis, Customer Service, Relationship Management, Coaching
Education
Mount Royal University
Extension Certificate, Public Relations
American Academy of Dramatic Arts
Associates Degree, Occupational Studies, Theatre
Mark Anastasi's Canaccord Genuity Group Inc. Experience August 2014 - Present
Job Managing Director at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Group Inc. August 2014 - Present
Skills
Series 7, Electronic Trading, Series 63, Equities, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Options, Trading, Securities
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1994
BBA,MBA, Finance, Economics
Canaccord Genuity Group Inc. August 2014 - Present
Skills
Series 7, Electronic Trading, Series 63, Equities, Trading Systems, Equity Trading, Hedge Funds, Bloomberg, Options, Trading, Securities
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1994
BBA,MBA, Finance, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.