Coast Capital Savings Credit Union
Coast Capital Savings Federal Credit Union is a member-owned financial co-operative headquartered in Surrey, British Columbia. By membership, it is the largest credit union in Canada with 535,000 members and $20.1 billion in assets. Customer service: 1 (888) 517-7000 Headquarters: Surrey, Canada Number of employees: 1,600 (2014) Founded: 1940 Subsidiaries: Coast Capital Financial Management Ltd., Coast Capital Equipment Finance Ltd.
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Coast Capital Savings Credit Union Employees
FIRST WEST LEASING January 2014 - Present
Coast Capital Savings Credit Union January 2001 - December 2013
ABN-AMRO Bank January 1999 - January 2001
Orix Credit Alliance Canada Limited January 1998 - January 1999
Travelers Financial Group January 1997 - January 1998
Newcourt Credit Group January 1990 - January 1997
Citibank Leasing Canada Limited January 1979 - January 1986
Citibank Canada 1979 - 1986
Skills
Banking, Business Development, Finance, Sales, Credit, Loans, Commercial Lending, Credit Risk, Commercial Banking, Credit Analysis, Relationship Management, Risk Management, Portfolio Management, Cross Selling, Financial Services, Financial Analysis
Education
The University of Winnipeg
Simon Fraser University July 2011 - Present
Simon Fraser University November 2004 - June 2011
COAST CAPITAL SAVINGS CREDIT UNION April 2008 - April 2009
BC HOUSING (Provincial Agency) 2001 - October 2004
S.U.C.C.E.S.S. (United Chinese Community Enrichment Services Society) 1999 - 2001
S.U.C.C.E.S.S. (United Chinese Community Enrichment Services Society) 1998 - 1999
Harbourside College 1997 - 1998
Skills
Event Management, Event Planning, Public Relations, Strategic Communications, Customer Service, Social Media, Media Relations, Marketing Communications, Copy Editing, Corporate Communications, Internal Communications, Press Releases, Fundraising, Crisis Communications
Education
British Columbia Institute of Technology
Broadcast Journalism
The University of British Columbia
Bachelor of Arts, Political Science
Blue Bear Allergy Aware March 2013 - Present
Fresh Paint Communications October 2009 - Present
True Cuddles October 2010 - May 2012
VANOC February 2010 - February 2010
Coast Capital Savings Credit Union September 2004 - October 2009
British Columbia Automobile Association September 2003 - September 2004
Bell Canada 2000 - 2003
Skills
Media Relations, Social Media, Marketing Communications, Press Releases, Copywriting, Strategic Communications, Internal Communications, Speech Writing, Marketing, Social Media Marketing, Public Relations, Corporate Communications, Blogging, Crisis Communications, Social Networking, Event Management, Online Advertising, Email Marketing, Event Planning, Online Marketing, Digital Marketing, Marketing Strategy, Communications Planning, Web Content, Sales, Small Business, Sponsorship, Creative Writing, Facebook, Entrepreneurship, Social Media Measurement, Content Strategy, Brand Development, Newsletters
Education
Langara College 2000 — 2002
Public Relations, Public Relations & Media Writing Diploma
Memorial University 1993 — 1999
Bachelor of Science, Geography
Simon Fraser University
Retired September 2012 - February 2015
Centum Axis August 2012 - December 2014
ZLC Financial April 2012 - December 2014
Prospera Credit Union January 2008 - May 2011
Coast Capital Savings Credit Union 2004 - 2008
Skills
Retirement Planning, Investments, Mortgage Lending, Banking, Wealth Management, Finance, Strategic Financial..., Retirement, Insurance, Refinance, Home Equity Lines of..., First Time Home Buyers, Debt Consolidation, Mutual Funds, Residential Mortgages, Investment Advisory, Financial Planning
Education
Institute of Canadian Bankers 2002 — 2004
Personal Financial Planner, Financial Planning
Punjab Engineering College 1974 — 1978
Bachelor of Science (BS), Aeronautical Engineering, A
Centum Axis Mortgage Company January 2009 - Present
Coast Capital Savings July 1994 - December 2008
Coast Capital Savings Credit Union 1994 - 2007
Skills
Mortgage, Credit, Loans, Banking, Residential Mortgages, Refinance, Mortgage Industry, Mortgage Lending, Investments, First Time Home Buyers, Investment Properties, Debt Consolidation, Commercial mortgages, Commercial Mortgages, Commercial Real Estate, Mortgage Marketing, Commercial Lending, Real Estate Financing, Mortgage Banking
Education
Simon Fraser University 1986 — 1989
B.A., Economics
Douglas College 1982 — 1985
business dipolma, accounting
KKJ Development Ltd. August 2011 - Present
McGill University- Desautels Faculty of Management September 2013 - December 2014
Piano Teacher October 2009 - February 2014
Coast Capital Savings Credit Union June 2010 - August 2011
Centerplate, BC Place Stadium October 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Event Planning, Leadership, Time Management, Marketing, Social Networking, Management, Social Media Marketing
Education
McGill University - Desautels Faculty of Management 2011 — 2015
Bachelors of Commerce
Royal Conservatory of Music 1996 — 2010
Associate of the Royal Conservatory of Music Performer’s diploma (A.R.C.T.), Piano
Coast Capital Savings September 2015 - Present
Coast Capital Savings Credit Union July 2011 - Present
Coast Capital July 2007 - July 2011
Surrey Metro Savings July 1994 - January 2007
Skills
Management, Process Improvement, Project Implementation, Supervisory Skills, Office Administration, Loans, Lines Of Credit, Credit, Loan Origination, Banking, Consumer Lending, Residential Mortgages, Retail Banking, Operational Risk, Financial Services
Education
Langley 1977 — 1981
Diploma, General
Justice Institute of British Columbia
Karacters Design / DDB Canada June 2015 - Present
Emily Carr University of Art and Design, Health Design Lab, and Metro Vancouver Transit Police September 2014 - May 2015
Windy & friends August 2014 - January 2015
Vancouver Whitecaps FC January 2013 - August 2013
Coast Capital Savings Credit Union June 2009 - July 2010
Education
Emily Carr University of Art and Design
Bachelor of Design, Communication Design Major
Seaquam Secondary
Coast Capital Savings Credit Union March 2010 - Present
eBay December 2007 - September 2009
BC Liquor Distribution Branch March 2006 - December 2007
Business Objects May 2003 - March 2006
TELUS Communications March 1996 - June 2000
Skills
Leadership, Coaching, Management Development, Performance Improvement, Training, Performance Management, Instructional Design, Change Management, Workshop Facilitation, E-Learning, Blended Learning, Program Management, Adult Education, Strategy, Needs Analysis, Organizational..., Strategic Planning, Leadership Development, Team Leadership
Education
Athabasca University 2004 — 2008
Masters, Distance Education
University of the Fraser Valley 2002 — 2004
B.A., Adult Education
Backbase February 2015 - Present
Reboot Banking September 2014 - February 2015
EPL August 2012 - September 2014
HomeCLUE, LLC 2009 - 2012
CUNA Mutual Group 2007 - 2008
AEGON 2000 - 2007
Coast Capital Savings Credit Union 1989 - 1999
Skills
Strategic Planning, New Business Development, Negotiation, Marketing Strategy, Product Development, Problem Solving, Business Strategy, Change Management, Product Management, Banking, Insurance, Credit Unions, Real Estate, Application Development, Web Development, Lean Product Development, Scrum, Innovation Management, Product Innovation, Commercial Lending, Strategy, CRM, Management
Education
British Columbia Institute of Technology
Accounting, British Columbia Institute of Technology
Emory University - Goizueta Business School
Coast Capital Savings October 2013 - Present
Coast Capital Savings Credit Union January 2010 - Present
HSBC May 2007 - October 2009
Skills
Banking, Investments, Mutual Funds, Wealth Management
Education
UBC
Bachelor of Arts (B.A.)
Ballet B.C. October 2011 - Present
Coast Capital Savings Credit Union June 2008 - Present
Coast Capital Savings Credit Union June 2005 - June 2008
Bank of Montreal December 2003 - December 2004
CIBC December 2001 - October 2003
CIBC March 2000 - December 2001
CIBC April 1999 - March 2000
RBC October 1997 - April 1999
Vancity March 1995 - March 1997
Vancouver Stock Exchange March 1994 - March 1995
Skills
Loan Structuring, Credit Risk, Languages, Credit, Mortgage, Cash Management, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Investments, Risk Management, Financial Planning, Risk, Loans, Wealth Management, Credit Analysis, Retail Banking, Trade Finance, Real Estate, Asset Management, Due Diligence, Commercial Lending, Mutual Funds, Funding, Investment Advisory, Leveraged Finance, Mortgage Lending, Underwriting, Strategic Financial..., Financial Advisory, Financial Risk, Insurance, Finance, Financial Structuring, Lines Of Credit, Small Business Lending, Retirement Planning
Education
Bank of Montreal University 2005 — 2005
Financial Planning Cerificate, Financial Planning
CIBC 1999 — 1999
Certificate, Investment Planning Program, Completed
CIBC Central Advisory Services 1999 — 1999
Advice Clinic, Investment, Tax, Retirement, Insurance, Credit and Estate Planning, Completed
University of Manitoba 1989 — 1993
M.A., Slavic Studies
Kyiv National Taras Shevchenko University 1991 — 1991
Summer School, Ukrainian Language
Ukrainische Freie Universität 1988 — 1988
Summer Program, Language and Linguistics
Ukrainian Catholic University in Rome 1986 — 1986
Summer Program, Literature and History
University of Manitoba 1980 — 1986
B.A., Sociology and Economics & Psychology
FT.RICHMOND COLLEGIATE
High School Diploma, University Matriculation
Coast Capital Savings March 2013 - Present
Durham Business School October 2010 - 2014
Coast Capital Savings January 2011 - 2013
Coast Capital Savings Credit Union June 2009 - December 2010
Coast Capital Savings May 2009 - October 2009
Coast Capital Savings Credit Union February 2008 - May 2009
Coast Capital Savings Credit Union May 2006 - February 2008
Art In Motion April 2002 - April 2006
Infowave 2001 - 2001
Skills
Strategic Planning, Business Analysis, Banking, Process Engineering, Integration, Technology Planning, Team Facilitation, Leadership, Workshop Facilitation, Business Process..., PMO, Requirements Analysis, Requirements Gathering, IT Strategy, Strategy, Project Management, Cross-functional Team..., CRM, Systems Analysis, Management, Solution Architecture, Governance, Business Strategy, Change Management, SDLC, Business Intelligence, Program Management, Project Delivery, Business Process, Process Improvement, Core Banking, Management Consulting, Vendor Management, ITIL, SharePoint, Software Project..., Project Portfolio..., Risk Management, Enterprise Architecture, PMP, Analysis, Team Leadership, Project Planning, User Acceptance Testing, Testing, Agile Methodologies, Business Requirements, Visio, Business Transformation, Enterprise Software
Education
Certified Management Accountants Society of British Columbia 2012 — 2014
Executive CMA Program, Accounting
Carnegie Mellon University 2013 — 2013
Software Architecture
Stanford University 2006 — 2012
Certificate in Advanced Project Management; Risk Management and Decision Analysis
Durham University Business School 2007 — 2009
Master of Arts in Management (Distinction), Business Administration and Management
British Columbia Institute of Technology 2001 — 2002
Computing and IT, Information Technology
Simon Fraser University 1996 — 2000
B.Sc (Honors), Sciences
Coast Capital Savings Credit Union July 1997 - Present
Coast Capital Savings 1997 - 2010
Kwantlen University College January 1997 - November 2001
Education
University of London 1989 — 1993
Bachelor of Arts
Vancouver Community College
Provincial Diploma in Education
HSBC Global Asset Management March 2011 - Present
HSBC Bank Canada 2009 - March 2011
Coast Capital Savings Credit Union 1997 - 2009
Education
The University of British Columbia
Coast Capital Savings Credit Union July 1997 - Present
Coast Capital Savings March 2011 - October 2011
Skills
Retail Banking, Wealth Management, Mortgage, Credit, Banking, Loans, Investments, Coaching, Credit Unions, Customer Service, Mergers, Performance Management, Customer Relations, Change Management, Analysis, Wealth, Public Speaking, Sales Management, Team Leadership, Negotiation, Small Business, Problem Solving, Call Center, Financial Analysis, New Business Development, Risk, Compliance, Team Building, Leadership, Mortgage Lending, Consumer Lending, Relationship Management, Cross Selling, Residential Mortgages, Commercial Banking, Credit Analysis, Credit Risk, Mergers & Acquisitions, Management, Insurance, Financial Risk, Call Centers, Financial Services, Commercial Lending, Lines Of Credit, Commercial Mortgages, Portfolio Management, Debt Consolidation
Education
Simon Fraser University 1991 — 1995
Coast Capital Savings Credit Union August 1998 - Present
Coast Capital Savings 1998 - Present
Education
The University of British Columbia 2002 — 2002
Coast Capital Savings June 1995 - Present
Coast Capital Savings June 1995 - Present
Coast Capital Savings Credit Union 1995 - Present
Skills
Banking, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Credit, Retail Banking, Mortgage Lending, Strategic Financial..., Wealth, Portfolio Management, Retirement, Financial Planners, Loans, Financial Services, Residential Mortgages, Estate Planning, Wealth Management..., Bonds, Securities, Investment Strategies, Financial Risk, Wealth Accumulation, Equities, Income Protection, High Net Worth..., Financial Advisory, Pensions, Certified Financial..., Segregated Funds, Fixed Annuities, Asset Management, Asset Allocation, Credit Analysis, Relationship Management, Cross Selling, Consumer Lending, Critical Illness, Debt Consolidation, Commercial Mortgages, Personal Financial..., Lines Of Credit, Commercial Lending, Home Equity Lines of..., Mortgage Underwriting, Personal Finance, Commercial Banking, Refinance, Credit Unions
Education
British Columbia Institute of Technology 1995 — 1997
Coast Capital Savings October 2013 - Present
Coast Capital Savings Credit Union March 2010 - October 2013
Calgary Board of Education December 2008 - March 2010
FirstCaribbean International Bank, Barbados, West Indies December 2004 - December 2008
ABSU 2003 - 2004
Vancouver Airport Authority 1996 - 2003
BC Health Services 1992 - 1996
Skills
Strategic Sourcing, Contract Negotiation, Cost Management, Sourcing & Procurement, Cost Reduction, Business Process..., Business Strategy, Vendor Management, Risk Management, Procurement, Change Management, Strategic Planning, Process Improvement, Contract Management, Team Leadership, Operations Management, Strategy, Supply Management, Leadership, Purchasing, Negotiation, Cross-functional Team..., Team Building, Business Planning, Analysis, Forecasting, Sourcing, Management Consulting, Management, Business Development, Performance Management, Budgets, Program Management, Project Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Executive Education Program Business and banking
University of Calgary 1972 — 1975
Science
Coast Capital Savings Credit Union 1997 - Present
Surrey Metro Savings 1980 - 2008
Education
Canadian Initiative for Elder Planning Studies 2004 — 2004
Canadian Institute of Financial Planning 1994 — 1996
CFP, Financial Planning
BCIT 1994 — 1995
Invis December 2013 - Present
Taymor Industries October 2010 - December 2013
Northwest & Ethical Investments L.P. October 2009 - April 2010
Intrawest ULC August 2008 - March 2009
Coast Capital Savings Credit Union October 2006 - August 2008
Nettwerk Music Group October 2005 - October 2006
Skills
Dreamweaver, HTML, CSS, JavaScript, CMS, User Experience, SharePoint, SharePoint Designer, InfoPath Forms, Microsoft Office..., Intranet, Information Architecture, Document Management, Computer Systems..., User Interface Design, Web Development, Web Applications, Web Content, MS Office, GUI, Photoshop, PHP, MySQL, FTP, Google Analytics, Drupal, LAMP, phpMyAdmin, iOS development, Android Development, Web Analytics
Education
British Columbia Institute of Technology 2005 — 2009
Bachelor of Technology in Computer Systems, Graphical User Interface (Computer-Human Interaction)
British Columbia Institute of Technology 2000 — 2002
Diploma of Technology in Computer Systems, Information Systems Option
Provincial Blood Coordinating Office August 2012 - Present
Towgood Household July 2011 - July 2012
Vancouver Coastal Health November 2009 - June 2011
Providence Health Care November 2006 - April 2009
Credential June 2006 - November 2006
Fraser Health Authority 2004 - 2006
Coast Capital Savings Credit Union 2003 - 2004
Coast Capital Savings Credit Union 2001 - 2003
Coast Capital Savings Credit Union 1998 - 2001
Skills
Business Analysis, Change Management, Requirements Analysis, Requirements Gathering, Process Improvement, Business Process..., SDLC, PMP, Project Management, Team Leadership, Vendor Management
Education
Simon Fraser University
Bachelor, Arts
PROSCI Change Management
Coast Capital Savings 2003 - 2005
Coast Capital Savings Credit Union 2003 - 2003
Coast Capital Savings Credit Union 2002 - 2003
Skills
Performance Management, Change Management, Vendor Management, Management, Leadership Development, Time Management, Research, Benefits Administration, HR Consulting, Training, Banking, Employee Training, New Hire Orientations, Financial Services, Team Building, Policy, Onboarding, Strategic Planning, Risk Management, Organizational..., Teamwork, Coaching, Leadership, Insurance, Employee Benefits, Security, Employee Engagement, Credit, Conflict Resolution, Organizational..., Customer Service, Sales, Project Management, Hiring Employees, Mergers & Acquisitions, Human Resources, Succession Planning, Retail Banking, Team Leadership, Relationship Management, Workforce Planning, Job Evaluation, Talent Management, Employee Relations, Labor Relations, HR Policies, Interviews, Loans, Personnel Management, Process Improvement
Education
BC Human Resources Management Association 2008 — 2010
CHRP designation, Human Resource Management
British Columbia Institute of Technology
Human Resource Management
British Columbia Institute of Technology
Financial Mgmt
The Corner Fitness Solutions January 2014 - Present
IKG Services Ltd October 2013 - Present
Semiahmoo Minor Hockey Association June 2010 - Present
Cops for Cancer 2014 - 2015
Cops for Cancer 2006 - 2015
Cops for Cancer 2006 - 2015
Coast Capital Savings March 2013 - December 2013
Coast Capital Savings Credit Union October 2009 - March 2013
Coast Capital Savings June 2005 - October 2009
CIBC September 2004 - June 2005
Skills
Wealth Management, T24, Banking, Risk Management, Investments, Portfolio Management, Temenos T24, Retail Banking, Credit, Business Strategy, Commercial Lending, Core Banking, Cash Management, Consumer Lending, Commercial Banking, Business Analysis, Relationship Management, Financial Risk, Loans, Strategic Financial..., Credit Analysis, Financial Services, Mortgage Lending, Asset Managment, Financial Analysis, Internet Banking, Corporate Finance, Insurance, Mutual Funds, Cross Selling, Finance, Credit Risk, Asset Management, Branch Banking, Business Process..., Business Requirements, Credit Cards, Financial Advisory, Investment Advisory, Requirements Gathering, Residential Mortgages, Securities, Small Business Lending
Education
The University of British Columbia 1986 — 1991
BA, Economics
Eat Well Ethnic Foods Inc. July 2009 - Present
Open Solutions October 2005 - March 2009
Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv 2000 - 2009
Open Soltuions Canada March 2003 - October 2005
Open Solutions October 2000 - March 2003
Envision Financial March 1998 - October 2000
Coast Capital Savings Credit Union April 1995 - March 1998
Skills
Requirements Analysis, Banking, Small Business, Requirements Gathering, Business Intelligence, Business Analysis, Entrepreneurship, CRM
Education
British Columbia Institute of Technology
Finance
Douglas College
Finance
Vancouver Foundation November 2014 - Present
Naipaul family July 2009 - Present
BCAA November 2013 - November 2014
Coast Capital Savings Credit Union June 2008 - June 2013
Coast Capital Savings February 2004 - May 2008
United Way of the Lower Mainland 2006 - 2006
Coast Capital Savings May 2003 - January 2004
Skills
Change Management, Program Management, Management, Leadership, Coaching, Performance Management, CRM, Team Management, Human Resources, Sales, Customer Service, Banking, Business Analysis, Enterprise Software, Risk Management, Customer Satisfaction, Strategic Planning, Team Leadership, Management Consulting, Strategy, Portfolio Management, Business Development, Business Process..., Financial Analysis, Employee Engagement, Recruiting, Relationship Management, Leadership Development, Organizational..., Employee Relations, Talent Management, Team Building, Employee Training, Succession Planning, Talent Acquisition, Workshop Facilitation, Workforce Planning, Organizational..., Personnel Management, Job Design, Job Evaluation, Hay Job Evaluation, Salary Review, Process Improvement, Retail Banking, Training, Onboarding, Interviews, Teamwork, New Hire Orientations
Education
Royal Roads University 2008 — 2009
MBA, HR Specialty
Simon Fraser University 2004 — 2006
GDBA, Business Admin
University of Victoria 1997 — 1999
BA, Economics
Embassy of Canada - Washington, DC March 2014 - Present
ASDT Initiative - BC Ministry of Advanced Education November 2013 - March 2014
North Island College October 2012 - January 2014
The Victoria Foundation 2008 - April 2013
Our Place Society 2012 - 2012
BC Investment Management Corporation 2006 - 2011
Coast Capital Savings Credit Union 1998 - 2006
Skills
Accounting, Financial Reporting, Auditing, Payroll, Training, Management, General Ledger, Financial Analysis, Strategic Planning, Team Building, Policy, Budgets
Education
Thompson Rivers University 2010 — 2013
Bachelor of Commerce
CMA British Columbia 2006 — 2007
CMA Designation, Strategy, Leadership, and Accounting
Camosun College 1997 — 2002
Business Administration Diploma, General Management
Coast Capital Savings July 2011 - Present
Coast Capital Savings Credit Union October 2007 - July 2011
Coast Capital Savings February 2009 - August 2009
Skills
Loans
Education
The University of British Columbia 1996 — 2000
Bachelor of Arts, Political Science & Sociology
myBestHelper April 2015 - Present
Freelance October 2008 - Present
Vidigami Media, Inc. June 2014 - April 2015
The Only Animal October 2013 - March 2014
Ai Mobile October 2013 - January 2014
Coast Capital Savings Credit Union March 2008 - 2010
Skills
Social Media Marketing, Photoshop, Marketing Communications, Social Media, Team Leadership, Customer Service, Graphic Design, Web Design, Information Architecture, Web Development, User Interface Design, Social Media Integration, Project Management, SEO, HTML, 3D, Adobe Creative Suite, User Experience, Advertising, Digital Illustration, Dreamweaver, Illustrator, CSS, Photography, Brand Development
Education
British Columbia Institute of Technology 2012 — 2013
Certificate of Management, New Media & Web Development
British Columbia Institute of Technology 2008 — 2009
Digital Animation
The University of British Columbia 2002 — 2006
Bachelor of Arts, Philosophy, Visual Art, French
Home Maker January 2011 - Present
Coast Capital Savings Credit Union January 2008 - January 2011
Central 1 Credit Union January 2003 - December 2007
Education
British Columbia Institute of Technology 2000 — 2002
Honours in Marketing Management
Kwantlen Polytechnic University 1997 — 1999
Public Relations
Mackenzie Investments May 2015 - Present
Mackenzie Investments September 2011 - April 2015
Mackenzie Investments November 2009 - August 2011
Pinnacle Fitness Personal Training April 2009 - August 2011
International Canadian Properties, Inc. January 2009 - November 2009
Coast Capital Savings Credit Union September 2007 - December 2008
Fisher College of Business - The Ohio State University September 2005 - June 2007
Fisher College of Business - The Ohio State University August 2003 - June 2004
Kelley School of Business - Indiana University August 2001 - May 2003
Japan Exchange and Teaching (JET) Programme August 1999 - July 2001
Skills
Investments, Financial Analysis, Mutual Funds, Finance, Banking, Portfolio Management, Financial Services, Customer Service, Management, Analysis, Fixed Income, Securities, Teaching, Corporate Finance, Derivatives, Investment Management, Equities, Financial Markets, Investment Strategies, Investment Advisory, Financial Advisory, Training, Due Diligence, Asset Allocation, Asset Management, Quantitative Analysis, Quantitative Analytics, Customer Relationship..., Wealth Management, Financial Planning, Financial Modeling, Competitive Analysis, Performance Analysis, Pricing Strategy, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Product Management, Research, Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Morningstar, Leadership, Teamwork, Relationship Management, CRM
Education
CFA Institute
CFA® charterholder
CCIM Institute 2009 — 2009
University of Toronto - Rotman School of Management 2004 — 2005
PhD, Finance
The Ohio State University Fisher College of Business 2003 — 2004
PhD, Finance
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance, Decision Support Modeling, Economic Consulting, GPA: 3.96 out of 4.0
McMaster University 1995 — 1999
Honours Bachelor of Commerce (summa cum laude), Finance, Economics, GPA: 10.3 out of 12.0
West Ferris Secondary School 1990 — 1995
Ontario Secondary School Diploma, OAC average: 99.2%
BCLC January 2013 - Present
BCLC September 2010 - March 2013
Encore Event Marketing December 2009 - September 2010
Delta School District 37, British Columbia September 2007 - September 2010
Coast Capital Savings Credit Union 2006 - 2008
Skills
Microsoft Office, Customer Service, Public Speaking, Customer Relations, Team Building
Education
Simon Fraser University 2014 — 2015
SCMP Certificate, Logistics, Materials, and Supply Chain Management
York University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Thomas A. Blakelock High School
Southridge School June 2012 - Present
Prospera Credit Union June 2011 - June 2012
Prospera Credit Union January 2011 - May 2011
Fraser Health Authority May 2010 - February 2011
Fraser Health Authority January 2009 - May 2010
Coast Capital Savings Credit Union September 2001 - May 2004
Coast Capital Savings January 2000 - September 2001
Coast Capital Savings January 1994 - January 2000
Coast Capital Savings January 1989 - January 1993
Coast Capital Savings January 1988 - January 1989
Skills
Recruiting, Performance Management, Performance Improvement, Employee Benefits, HR Policies, Operating Budgets, Strategic Planning, Event Management, Project Management, Management, HRIS, Human Resources, Employee Relations, Organizational..., Personnel Management, Succession Planning, Employee Engagement, Coaching, Payroll, Employment Law, Policy, Labor Relations, Talent Management, Benefits Administration, Job Evaluation, Program Management, Analysis, Training, Onboarding, Compensation & Benefit, Strategy, Leadership, Workforce Planning, Organizational..., Leadership Development, Employee Training, Change Management, New Hire Orientations, Talent Acquisition, HR Consulting, Job Descriptions, Conflict Resolution
Education
British Columbia Institute of Technology 1996 — 2002
Human Resources Management
British Columbia Institute of Technology / BCIT
Business Management
Coast Capital Savings Credit Union 2006 - Present
Coast Capital Savings January 2005 - Present
RBC Dominion Securities January 2003 - January 2005
Skills
Finance, Mutual Funds, Wealth Management, Leadership, Customer Service, Retail Banking, Portfolio Management, Management, Relationship Management, Banking, Financial Analysis, Mortgage Lending, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Commercial Lending, Credit Risk, Risk Management
Education
Kwantlen Polytechnic University 2007 — 2011
Undergraduate, Finance
British Columbia Institute of Technology 2005 — 2007
Diploma, Broadcast Communications