Cardinal Capital Management, Inc.
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Cardinal Capital Management, Inc. Employees
Pavilion Advisory Group August 2014 - Present
Cardinal Capital Management, Inc. April 2010 - July 2014
Cardinal Capital Management, Inc. September 2008 - April 2010
Cardinal Capital Management, Inc. September 2006 - September 2008
Investors Group Financial Services Inc. May 1998 - September 2006
Skills
Strategic Planning, Business Strategy, Leadership, Team Leadership, Investments, Team Building, Strategic Financial..., Process Improvement, Microsoft Excel, Customer Service, Project Management, Risk Management, Finance, Operations Management, Financial Planning, Public Speaking
Education
The University of Winnipeg 2013 — 2014
Masters Certificate in Project Management
Canadian Securities Institute 2010 — 2010
CSC
University of Manitoba 1995 — 1999
Bachelor of Commerce (Honors), Majors: Finance & Marketing
Fort Richmond Collegiate
Cardinal Capital Management, Inc. October 2013 - Present
Words & More March 2009 - Present
Affordable Housing Task Force in Waukesha County November 2009 - April 2011
Horizon Development Group June 2003 - February 2009
Mid Central Community Action September 1995 - August 2002
Skills
Non-profit..., Affordable Housing..., Public Speaking, Social Media, Community Outreach, Resume Writing, Affordable Housing, Event Planning, Team Building, Community Development, Leadership, Training, Project Planning, Nonprofits, Program Development, Research, Grants, Volunteer Management
Education
Catholic Theological Union 1989 — 1991
MTS, Theology-economic justice emphasis
Cardinal Stritch University 1987 — 1989
BS, Business Management
St. John Cathedral 1951 — 1955
Scotiabank May 2014 - September 2014
Invis June 2012 - May 2014
Questrade June 2011 - February 2012
University of Manitoba August 2009 - October 2011
Cardinal Capital Management, Inc. April 2010 - March 2011
Rady Jewish Community Centre January 2009 - December 2009
Reuters September 2006 - September 2008
Skills
Capital Markets, New Business Development, Teamwork, Customer Service, Sales Presentations, Finance, Financial Markets, Sales, Public Speaking, Credit, Analysis, Financial Modeling, Wealth Management, Risk Management, Corporate Finance, Management, Financial Services, Trading, Banking, Accounting, Loans, Equities, Valuation, Economics, Financial Reporting, Options
Education
University of Toronto 2014 — 2014
University of Manitoba 2009 — 2011
MBA, Finance
Bar-Ilan University 2005 — 2008
Bachelor of Arts, Economics and Business Administration
Handesaim 1997 — 2003
High School Diploma
CFA Institute
Finance
BlackRock September 2014 - Present
Fieldpoint Private June 2013 - August 2013
Cardinal Capital Management, Inc. June 2012 - July 2012
Skills
Portfolio Management, Microsoft Excel, PowerPoint, Investments, Sales Presentations
Education
Quinnipiac University 2013 — 2014
Master of Business Administration (M.B.A.), Finance (CFA Track)
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Cardinal Capital Management, Inc. October 2003 - Present
Cardinal Capital Management, Inc. November 2003 - Present
Winnipeg Squash Racquet Club 2014 - Present
Investors Group Financial Services Inc. 2001 - 2003
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Trading, Portfolio Management, Investments, Mutual Funds, Financial Advisory, Foreign Exchange, Wealth Management, Finance, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth, Wealth Management..., Asset Management, High Net Worth..., Equities, Estate Planning, Asset Allocation, Financial Planners, Financial Planning
Education
University of Manitoba 1995 — 1997
Commerce, Finance
Florida Atlantic University 1994 — 1995
Business, Finance
Shaftesbury
Cardinal Capital Management, Inc. 2008 - Present
Starfield & Smith, PC 2006 - 2007
Skills
Real Estate, Real Estate Economics, Affordable Housing, Property Management, Tax Credits
Education
University of Minnesota Law School 2003 — 2006
Northwestern University 1998 — 2002
B.A., Economics, Chemistry
Cardinal Capital Management, Inc. 2004 - Present
BioStratum 2000 - 2003
Medco Research, Inc. 1996 - 2000
Burroughs Wellcome, Co, 1984 - 1995
Cooper Industries, Inc. 1981 - 1984
Huyck Corporation 1977 - 1981
Skills
US Large Cap Equity..., US Small Cap Equity..., Non-US Equity Portfolio..., Fixed Income Portfolio..., Finance, Fixed Income, Budgets, Investments
Education
London Business School, Wellcome, plc Executive Management Program
Pharmaceutical Executive Management Program
University of Tennessee-Knoxville - College of Business Administration
Master of Business Administration (M.B.A.), Investments/Portfolio Management and Corporate Finance
CHRISTOPHER A. SWEENEY CONSULTING SERVICES, INC. January 2005 - Present
CARDINAL CAPITAL MANAGEMENT, INC. August 1994 - December 2004
Education
Cornell University 1964 — 1968
BS, ECONOMICS & FINANCE
Cardinal Capital Management, Inc. August 1992 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS) Masters of Science, Finance, General
ChartTrader Inc. July 2007 - Present
Brookstreet Securities January 2004 - December 2005
CARDINAL CAPITAL MANAGEMENT, INC. February 2001 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Securities, Wealth, Financial Services, 401k, Financial Analysis, Marketing, Social Media Marketing, Strategic Planning, Sales, Investment Properties, New Business Development, Customer Service
Education
University of Florida 1977 — 1981
Bachelor of Science B.Sc. Business Administration, Finance
Archbishop Curley H.S. Miami, Florida
Cardinal Capital Management, Inc. September 2010 - March 2012
Cardinal Capital Management March 2009 - September 2010
Burner Wealth Management January 2004 - February 2009
Education
University of Manitoba 2003 — 2004
BCom (Hons), Business
McGill University 2000 — 2003
Business
CFA Institute
Completed Level One, Chartered Financial Analyst Program
CSI Institute
Canadian Securities Course, Investment Management Techniques