Knowledge First Financial

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Knowledge First Financial Employees

Employee
Years
Job
Industry
Sarah Aspinall Sarah Aspinall Toronto, Canada Area Details
Sarah Aspinall's Knowledge First Financial Experience July 2008 - August 2009
Job Communications Specialist
Industry Public Relations and Communications
Experience
Algonquin Power Company   September 2014 - Present
Liberty Utilities  September 2014 - Present
Liberty Utilities  August 2013 - September 2014
Algonquin Power Company   August 2013 - September 2014
Self-Employed  August 2009 - October 2013
College of Nurses of Ontario  August 2009 - August 2013
Knowledge First Financial   July 2008 - August 2009
Ontario Power Generation  January 2008 - May 2008
BTI Brand Innovations  May 2006 - September 2007

Skills
writing, editing, web design, Copywriting, Event Planning, Journalism, Press Releases, Communications Planning, Video Editing, Photography, SEO, Web Marketing, Internal Communications, Newsletters, Web Content, Blogging, Editing, Social Media, Email Marketing, Digital Marketing, Web Design, Advertising, Digital Media, Corporate Communications, Market Research, Strategic Communications, Content Strategy, Media Relations, Marketing, Management, Content Management, Writing

Education
University of Toronto   2013 — 2014
certificate, Digital Strategy & Communications Management

University of Toronto   2009 — 2010
certificate, languages, French Studies

University of Guelph   2004 — 2008
Honours Bachelor of Applied Arts, Media Studies

Humber College   2004 — 2008
Diploma, Journalism

meadowvale secondary   2000 — 2004
OSSD

Juliette Sweeney Juliette Sweeney Toronto, Canada Area Details
Juliette Sweeney's Knowledge First Financial Experience January 2013 - Present
Job Head of Partner Networks at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   January 2013 - Present
Pax Christi Chorale   January 2015 - Present
Knowledge First Financial   June 2012 - January 2013
Temenos (formerly Odyssey)   2007 - 2012
Xeye  November 2007 - January 2008
Symcor  2003 - 2007
Reuters  1999 - 2002
CIBC - Intria  1996 - 1999
NCR Canada  1995 - 1996
CP Rail  1990 - 1995

Skills
PMO, Risk Management, Business Analysis, Financial Services, Project Portfolio..., Management, Account Management, SDLC, Business Process..., Leadership, Project Management, Software Project..., Change Management, Program Management, Vendor Management

Education
Dalhousie University   1999 — 2002
MBA

University of Toronto - Ontario Institute for Studies in Education   2008 — 2009

Western University

Alireza Bagheri Alireza Bagheri Toronto, Canada Area Details
Alireza Bagheri's Knowledge First Financial Experience June 2012 - Present
Job Team Lead / Senior CRM Developer at Knowledge First Financial
Industry Computer Software
Experience
Knowledge First Financial   June 2012 - Present
Odyssey Financial Technologies  January 2007 - June 2012
Odyssey Financial Technology   January 2007 - December 2009
Pars Ice Cream   May 2004 - December 2006
Magna Health Systems   November 2002 - April 2004
Elite Technology Group   June 2001 - November 2002
InnoVentions Ltd   August 2000 - May 2001
SAAB Ltd   August 1999 - August 2000
InnoVentions Ltd   January 1999 - August 1999
Navy (Military Service)   October 1996 - August 1998

Skills
Microsoft Dynamics CRM, Microsoft Great Plains, Microsoft BI SSIS, CSS, Project Management, Microsoft SQL Server, IIS, VBScript, Web Services, ASP.NET, Databases, Tomcat, Oracle, XML, ASP, C, Crystal Reports, Microsoft CRM, Unix, Visual Basic, SDLC, Software Development, Quality Assurance, Microsoft Technologies, Software Engineering, Solution Architecture, Access, Enterprise Software, SOA, .NET

Education
Ryerson University   2011 — 2011
Fundamental of Project Management, Project Management

Tehran Azad University   1991 — 1995
B.Sc, Software Engineering

Harkant Patel Harkant Patel Toronto, Canada Area Details
Harkant Patel's Knowledge First Financial Experience August 2012 - Present
Job Independent Representative at Desjardins
Industry Financial Services
Experience
Knowledge First Financial   August 2012 - Present
Desjardins and HUB   July 2010 - Present
STATE FARM INSURANCE AUTO INSURANCE   December 2009 - May 2010
power promotion   January 2008 - January 2009
HAVMOR ICE CREAM ,INDIA   January 2001 - May 2007

Skills
Sales Management, Customer Service, Financial Analysis, Life Insurance, Disability Insurance, Sales, Marketing, Time Management, Strategic Financial..., Insurance, Risk Management, Investments, Finance, Underwriting, Banking, Property & Casualty..., General Insurance, Health Insurance, Leadership, Microsoft Excel, Mortgage Lending, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Financial Advisory, Financial Planners, Term Life Insurance

Education
Bombay University   1986 — 1987
MBA (sp. mkt.mgt), Sales Mgt.and Mkt.Mgt.

Gujarat University   1982 — 1985
B.COM, Advance Accountancy and Statistics

Vlad Nahliy Vlad Nahliy Toronto, Canada Area Details
Vlad Nahliy's Knowledge First Financial Experience September 2003 - October 2006
Job Senior Bilingual Dealer Support Representative at Dealertrack Technologies
Industry Consumer Services
Experience
Dealertrack Technologies  December 2013 - Present
DealerTrack  October 2007 - Present
Knowledge First Financial   September 2003 - October 2006
Travelex  September 2002 - September 2003

Skills
Customer Satisfaction, Account Management, Customer Service, Call Centers, Customer Retention

Education
Drohobych State 'Ivan Franko' Pedagogical Institute   1992 — 1997
Bachelor of Arts, French

Behfuruz Afshari Behfuruz Afshari Vancouver, Canada Area Details
Behfuruz Afshari's Knowledge First Financial Experience March 2005 - December 2011
Job Real Estate professional at Evergreen West Realty
Industry Real Estate
Experience
Evergreen West Realty   October 2006 - Present
Knowledge First Financial   March 2005 - December 2011

Skills
Sellers, Investment Properties, Real Estate, First Time Home Buyers, Relocation, Single Family Homes, Condos, Buyer Representation, First Time Buyers, Listings, Investors, Referrals, Selling, Real Estate Transactions, Sellers Agent, Investments, New Home Sales, Negotiation, Residential Homes, Marketing, Sales, Vacation Homes, Real Property, Buyers, Townhomes, Seniors, Property, Move Up Buyers, Foreclosures, Luxury, ABR, Resellers, Listing Homes, New Homes, Relocation Buyers, Rentals

Education
The University of British Columbia / UBC
Real Estate Trading Services

Douglas College   2003 — 2004
Specialized Sales & Marketing

Azad University of Iran   1997 — 1999
Master of Arts (MA), Broadcast Journalism

Azad University of Iran   1988 — 1993
Bachelor of Arts (B.A.), Spanish Language and Literature

Heather Heartfield Heather Heartfield Kitchener, Canada Area Details
Heather Heartfield's Knowledge First Financial Experience June 2006 - Present
Job Securing Children's Futures with RESPs at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   June 2006 - Present
Franklin Covey Canada   July 2000 - February 2003
Telespectrum  October 1996 - June 2000

Skills
Coaching, Customer Service, Sales, Strategic Planning, Account Management, New Business Development, Leadership Development, Sales Management, Business Development, Change Management, Training, Microsoft Excel, Microsoft Office, Business Coaching, Management, Negotiation, Project Management, Time Management, Public Speaking, Salesforce.com, Project Planning, Marketing, Team Building, Leadership, Recruiting, Marketing Strategy, Team Leadership, Inspiring Leadership

Education
Conestoga College

John Tsiptsis, PMP John Tsiptsis, PMP Toronto, Canada Area Details
John Tsiptsis, PMP's Knowledge First Financial Experience September 2012 - May 2013
Job Independent Consultant
Industry Information Technology and Services
Experience
Temenos  May 2013 - Present
John Tsiptsis Consulting Inc.   September 2012 - Present
Knowledge First Financial   September 2012 - May 2013
Temenos  April 2011 - August 2012
Odyssey Financial Technologies  August 2008 - April 2011
Loblaw Companies Limited  September 2007 - August 2008
Loblaw Companies Limited  July 2006 - September 2007
Kanetix  January 2005 - July 2006
Kanetix  January 2002 - January 2005
Canada Life  May 2001 - January 2002

Skills
Project Management, Management, Software Project..., PMO, PMP, Project Delivery, Resource Management, Software Deployment, Communication, Organizational..., Capacity Planning, Change Management, Business Analysis, Requirements Analysis, SDLC, MS Project, Software Development, User Acceptance Testing, Software Documentation, CRM, Testing

Education
University of Toronto   1999 — 2001
Certificate in Internet Business and Technology, Information Technology

Information Technology Institute   1998 — 1998
Applied Information Technology Diploma (with distinction), Information Technology

University of King's College   1989 — 1993
BA, Liberal Arts

Tom Insley, CFP AMP Tom Insley, CFP AMP Ottawa, Canada Area Details
Tom Insley, CFP AMP's Knowledge First Financial Experience July 2004 - December 2010
Job Call me for today's unpublished rates!
Industry Financial Services
Experience
intelliMortgage Inc.   June 2015 - Present
360° Best Interest Mortgages Inc   March 2014 - May 2015
Dominion Lending Centres- Metro City Mortgages   June 2010 - March 2014
Knowledge First Financial   July 2004 - December 2010
Trinity Financial Solutions   January 1998 - July 2004
London Life  January 1996 - December 1997

Skills
Residential Mortgages, Commercial Mortgages, Mortgage Planning, Reverse Mortgages, Second Mortgages, Vacation Homes, Rental Properties, The Smith Manoeuver, Construction Loans, Refinance, Home Improvement, Debt Consolidation, First Time Home Buyers, Home Equity Loans, Home Equity Lines of..., Equity Funding, Private Equity Funding, Real Estate Finance, Real Estate Financing, Rent to Own, Mortgage, Credit, Renewals, Investment Properties, Credit Unions, Real Estate Investment, Loans, Mortgage Lending, First Time Buyers, Mortgage Industry, Purchase, Referrals, Residential, Condos, New Home Sales, Lines Of Credit, Construction, Rates, Private Lending, Relocation, Mortgage Banking, Loan Origination, Financial Services, Rentals, Mortgage Marketing, Real Estate, Residential Homes, Investments, Financial Planning, Finance

Education
Ryerson University   1989 — 1992
Bachelor of Applied Arts, Broadcast Journalism

Ridgeway Crystal Beach High School   1983 — 1988
High School, 13

Fort Erie Senior Elementary School   1981 — 1983

Keith Laplante MBA, AMP, FICB Keith Laplante MBA, AMP, FICB Toronto, Canada Area Details
Keith Laplante MBA, AMP, FICB's Knowledge First Financial Experience 2012 - 2013
Job Consultant at The Refinery Leadership Partners Inc.
Industry Management Consulting
Experience
The Refinery Leadership Partners Inc.  2013 - Present
Knowledge First Financial   2012 - 2013
HomEquity Bank  2007 - 2011
TD Waterhouse  2006 - 2007
TD Waterhouse  2004 - 2006
BMO Financial Group  1999 - 2004
BMO Financial Group  1996 - 1999
Department of National Defence  1992 - 1999
Investors Group Financial Services Inc.  1991 - 1996

Skills
Leadership, Business Development, Strategic Planning, Business Planning, Management, Risk Management, Sales Management, New Business Development, Team Building, Coaching, Banking, Recruiting, Training, Organizational..., Program Management, Finance, Investments, Change Management, Business Strategy, Process Improvement, Sales, Mergers & Acquisitions, Strategy, Sales Operations, Sales Process, Credit, Management Consulting, Performance Management

Education
Dalhousie University   1999 — 2003
MBA, Financial Services

Trent University   1989 — 1992
BA, History

Patricia Ballantyne Patricia Ballantyne Toronto, Canada Area Details
Patricia Ballantyne's Knowledge First Financial Experience November 2007 - June 2013
Job Director/Head of Performance Optimization (Deposits and Investments) at Tangerine
Industry Financial Services
Experience
Tangerine  May 2014 - November 2014
Knowledge First Financial   November 2007 - June 2013
RBC Insurance  2004 - 2007
Independent Consultant  2002 - 2003
Globalstar  1999 - 2001
Cogeco Cable  1997 - 1999
Rogers Communications  1988 - 1997

Skills
Call Center, Insurance, Customer Experience, Process Improvement, Call Centers, Change Management, Sales, Customer Service, Business Analysis, Strategic Planning, Contact Centers, Strategy, Sales Management, Team Building, Vendor Management, Team Leadership, Leadership, Business Planning, Management, Risk Management, Outsourcing, Cross-functional Team..., Banking, Project Management, Customer Satisfaction, Business Process..., Program Management, Telecommunications, Training, Coaching, Customer Retention, Employee Engagement, CRM, Performance Management, Financial Services, Account Management

Education
The University of Western Ontario
Bachelor of Arts (B.A.), Psychology

Queen's University
Advanced Executive Certificate, General Management

Customer Experience Summit Speaker New Orleans 2013

ALEXANDER ROSSI ALEXANDER ROSSI Montreal, Canada Area Details
ALEXANDER ROSSI's Knowledge First Financial Experience May 2012 - April 2013
Job Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank  September 2013 - Present
TD Canada Trust  April 2013 - September 2013
Knowledge First Financial   May 2012 - April 2013
Invado International  October 2011 - September 2012

Skills
Customer Service, Time Management, Strategic Financial..., Negotiation, Teamwork and Leadership, Communication Skills, Fitness Training and..., Team Leadership, Banking, Finance, Leadership, Sales Management, Financial Planning, Investments, Financial Analysis

Education
Concordia University- John Molson School of Business   2012 — 2015
Bachelor of Commerce (BCom), Finance

CEGEP - John Abbott College   2010 — 2012
DEC Commerce, Commerce

Alexander Piorkowski Alexander Piorkowski Toronto, Canada Area Details
Alexander Piorkowski's Knowledge First Financial Experience November 2013 - February 2015
Job Senior Advisor at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  February 2015 - Present
Knowledge First Financial   November 2013 - February 2015
Knowledge First Financial   November 2012 - November 2013
The Co-operators  2009 - 2011

Skills
Risk Management, Analysis, Auditing, Finance, Insurance, Time Management, CRM, Process Improvement, Investments, Business Analysis, Microsoft Excel, Teamwork, Financial Analysis, New Business Development, Project Management, Attention To Detail, Cost Efficiency, Process Efficiencies, Microsoft Office, Securities, Customer Satisfaction, Change Management, Economics, Marketing Strategy, Strategic Analysis, Learning, Asset Managment, Team Leadership, Compliance, UAT coordination, Microsoft CRM, AML, fintrac, Suitability Analysis, KYC, Strategy, PowerPoint, Team Building, Business Process, Business Process..., Microsoft Word, Data Analysis, Coaching, Equities, Project Planning, Business Requirements, Financial Modeling, Financial Services, Relationship Management, Derivatives

Education
University of Guelph
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance

Tim Toskin Tim Toskin Montreal, Canada Area Details
Tim Toskin's Knowledge First Financial Experience 2003 - 2007
Job ACCOMPLISHED SALES LEADER WHO EXECUTES AND DRIVES REVENUE GROWTH
Industry Marketing and Advertising
Experience
IMAFLEX INC.   December 2014 - Present
GLOBAL FINANCIAL FAMILY OF COMPANIES   2011 - 2014
TANGERINE FINANCIAL PRODUCTS CORP   2009 - 2010
PREMIER TECH  2008 - 2009
Knowledge First Financial   2003 - 2007
Transparent Packaging Inc   1998 - 2002
DISTRIBUTION BTL INC.,   1993 - 1997
MONEYWON INC.   1987 - 1992

Skills
Strategic Planning, Sales Management, Leadership, New Business Development, Market Penetration..., Account Management, Performance Management..., Change management, Insurance, Sales Operations, Sales, Business Development, CRM, Management, B2B, Team Leadership, Strategy, Direct Sales, Team Management, Solution Selling, Negotiation, Business Planning, Sales Process, Product Marketing, Business Strategy, Marketing, Training, Marketing Strategy

Education
McGill University
Business Administration

Robert Langford Robert Langford Ottawa, Canada Area Details
Robert Langford's Knowledge First Financial Experience October 2011 - March 2012
Job Licensed Paralegal at Isthmus Group of Companies
Industry Higher Education
Experience
Isthmus Legal   December 2013 - Present
The Properties Group   March 2013 - September 2013
K. Smutylo Prifessional Corporation   April 2012 - March 2013
Knowledge First Financial   October 2011 - March 2012
Doyle Salewski Inc.   July 2011 - September 2011
AMC Theatres  May 2003 - July 2011
Nelligan O'Brien Payne LLP  May 2011 - May 2011

Skills
Courts, Employment Law, Time Management, Legal Writing, Trials, Bankruptcy, Customer Service, Legal Research, Invoicing, Licensing, Legal Assistance, Document Drafting, Westlaw, Document Review, Civil Litigation, Litigation Support, Corporate Law, Legal Issues, Property Law, Immigration Law, Office Administration, Payroll, Lexis, QuickBooks, Personal Injury, Wills, Microsoft Word, Legal Advice, Microsoft Office, Outlook, Bookkeeping, Real Estate, Pleadings, Office Management

Education
Carleton University   2013 — 2015
Bachelor of Arts (B.A.), Law (General) Advanced Standing

Algonquin College of Applied Arts and Technology   2010 — 2011
Diploma, Paralegal

Algonquin College of Applied Arts and Technology   2008 — 2010
Diploma, Law Clerk

Matthew Brema Matthew Brema Vancouver, Canada Area Details
Matthew Brema's Knowledge First Financial Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Walnut Grove Financial Group   June 2009 - Present
Knowledge First Financial   October 2013 - Present
Knowledge First Financial (formerly USC Education Savings Plans Inc.).   February 1999 - October 2013

Skills
Insurance, Coaching, Sales Management, Consultative Selling, Financial Planning, Strategic Financial..., Selling, RESP, Strategic Planning, Investments, Sales, Critical Illness, Life Insurance, Risk Management, Wealth Management, Business Strategy, Team Building, Account Management, Marketing, Training, Direct Sales, Employee Benefits, Management, Financial Services, Business Planning, Retirement Planning, Financial Analysis, Mutual Funds, Investment Advisory, Retirement, Financial Advisory, Disability Insurance

Education
Ryerson University   1994 — 1998
BBM, Marketing & Finance

Thornhill Secondary School   1989 — 1994

Xing Han Hao Xing Han Hao Montreal, Canada Area Details
Xing Han Hao's Knowledge First Financial Experience September 2012 - December 2013
Job ÉtudianteComptabilité informatique at Cégep AndréLaurendeau
Industry Human Resources
Experience
Knowledge First Financial   September 2012 - December 2013
Fonder Technologies de l'information inc.Beijing   January 2000 - May 2007

Skills
MS Office, PowerPoint,...

Education
Université du Québec à Montréal   2009 — 2013
Certificat en français écrit pour non-francophones

Université des Sciences et de la Technologie   1990 — 1994
Bachelor's degree, Chemical Engineering

Cégep André-Laurendeau
AEC

Pooja Dhamija Pooja Dhamija Toronto, Canada Area Details
Pooja Dhamija's Knowledge First Financial Experience 2008 - Present
Job YRDSB
Industry Financial Services
Experience
York Region District School Board  January 2015 - Present
Knowledge First Financial   2008 - Present
CIBC  May 2006 - August 2009
Speed Lenders Inc.   March 2003 - February 2004
Institute for Social Research  October 2001 - March 2003
Northern Group Retail Ltd.   October 2002 - December 2002
Traveller's Choice   July 2000 - August 2001
National Institute of Information Technology (LEDA)   March 1996 - May 1998

Skills
Strategic Financial..., Financial Analysis, Negotiation, Team Leadership, Project Planning, Sales, Credit, Financial Modeling, Leadership, Management, Business Analysis, New Business Development, Sales Management, Vendor Management, Customer Service

Education
York University   2002 — 2002

Brandeis University   1999 — 1999

Delhi University   1993 — 1996
B.Sc., Mathematics

National Institute of Information Technology   1993 — 1996

Connie Quilty Connie Quilty Toronto, Canada Area Details
Connie Quilty's Knowledge First Financial Experience July 2011 - July 2013
Job .
Industry Hospital & Health Care
Experience
Mackenzie Health Hospital   July 2014 - September 2015
Mackenzie Health  August 2013 - July 2014
MoneyMaker Financial Consultants Inc.   July 2011 - July 2013
Knowledge First Financial   July 2011 - July 2013
No Frills  May 2008 - June 2011

Skills
Medical Terminology, Oracle CRM, Microsoft Office, Medical Transcription, Customer Service, Organization, Time Management, Highly detail oriented, Teamwork, Administrative..., Telephone Skills, Office Management, Invoicing, Office Administration

Education
Seneca College of Applied Arts and Technology   2009 — 2010
Medical Office Administration Diploma

Seneca College   2008 — 2008
Medical Terminiology Certificate, Medical

Carma Lecuyer Carma Lecuyer Toronto, Canada Area Details
Carma Lecuyer's Knowledge First Financial Experience January 2012 - Present
Job Vice President Human Resources & Administration at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   January 2012 - Present
Knowledge First Financial   July 2010 - Present
Odyssey Financial Technologies  2008 - June 2010
Xeye  July 2003 - January 2008

Skills
Recruiting, Performance Management, Change Management, Deferred Compensation, Talent Acquisition, Talent Management, Financial Services, Management, Human Resources, Employee Relations, HRIS, SDLC, Business Strategy, Leadership, Employee Benefits, Executive Management

Education
University of Manitoba   1988 — 1991

Darrell Bartlett, CA, CIA Darrell Bartlett, CA, CIA Toronto, Canada Area Details
Darrell Bartlett, CA, CIA's Knowledge First Financial Experience March 2014 - Present
Job Chief Compliance Officer at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   March 2014 - Present
Investment Planning Counsel of Canada   April 2009 - March 2014
Assante Wealth Management  September 2006 - November 2008
RBC  April 2004 - June 2006
RBC Dominion Securities  January 2003 - April 2004
RBC  October 2001 - December 2002
Berkshire Investment Group  1997 - 2000

Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...

Education
University of Alberta   1981 — 1983
Bachelor of Commerce (B.Com.)

Red Deer College   1979 — 1981
B. Comm Transfer

Van Le Van Le Toronto, Canada Area Details
Van Le's Knowledge First Financial Experience August 2015 - Present
Job HR Generalist at Knowledge First Financial, CHRP, MHRM Candidate
Industry Human Resources
Experience
Knowledge First Financial   August 2015 - Present
Contemporary Security Canada  September 2014 - August 2015
FINCAD  June 2013 - July 2014
Sleep Country Canada  March 2013 - May 2013
Vancouver Rape Relief & Women's Shelter   March 2010 - March 2013

Education
The University of British Columbia   2003 — 2007
Bachelor of Arts (B.A.)

British Columbia Institute of Technology / BCIT
Bachelor of Business Administration (BBA)

British Columbia Institute of Technology / BCIT
Post-Diploma of Technology

Bala Lajos Bala Lajos Toronto, Canada Area Details
Bala Lajos's Knowledge First Financial Experience March 2012 - August 2014
Job Director of Training and Sales Support at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc.  August 2014 - Present
Knowledge First Financial   March 2012 - August 2014
Knowledge First Financial   February 2009 - March 2012
USC Education Savings Plans Inc.  April 2006 - February 2009
SS&C Technologies  2004 - 2006
Telespectrum  2000 - 2004

Skills
Coaching, Change Management, Performance Management, Strategic Planning, Sales Management, Process Improvement, Salesforce Training, Agency Development, Sales Leadership..., Report Writing, E-Learning, training implementation, Training, Sales, Risk Management, Analysis, Project Planning, Business Development, Management, Customer Service, Public Speaking, Organizational...

Education
Seneca College of Applied Arts and Technology   2005 — 2007
Degree

International Academy of Design and Merchandising   2000 — 2002
Digital Media Design

Andrea Bolger, MBA, ICD.D Andrea Bolger, MBA, ICD.D Toronto, Canada Area Details
Andrea Bolger, MBA, ICD.D's Knowledge First Financial Experience May 2015 - Present
Job Board Member Knowledge First Financial |Strategic Leadership |Risk Management
Industry Financial Services
Experience
Knowledge First Financial   May 2015 - Present
RBC  2011 - February 2015
RBC  2008 - 2010
RBC  2007 - 2008
RBC  2006 - 2006
RBC  2003 - 2006
RBC  2001 - 2002
RBC  1998 - 2000

Skills
Enterprise Risk..., Business Strategy, Board Governance

Education
Concordia University   1983 — 1986
Masters of Business Administration, Finance and Strategy

Carleton University   1976 — 1980
Bachelor of Commerce (B.Com.), Finance, General

Michael Papadakis, MBA, ICD.D Michael Papadakis, MBA, ICD.D Toronto, Canada Area Details
Michael Papadakis, MBA, ICD.D's Knowledge First Financial Experience April 2008 - 2012
Job Chief Executive Officer at Booth Centennial Healthcare Linen Services
Industry Hospital & Health Care
Experience
Booth Centennial Healthcare Linen Services  January 2014 - Present
Independent Broker Network Inc.   2013 - Present
Public Services Health and Safety Association  2011 - Present
Family Day Care Services  2006 - Present
Booth Centennial Healthcare Linen Services  2009 - January 2014
Knowledge First Financial   April 2008 - 2012
Advanced Equities  September 2006 - March 2008
Foresters  March 2000 - January 2006
Foresters  October 1995 - February 2000
Allstate Insurance  April 1988 - September 1995

Skills
Corporate Development, Governance, Insurance, Wealth Management, Strategic Planning, Mergers, Risk Management, New Business Development, Start-ups, Change Management, Strategy Development, Marketing Strategy, Innovation, Sales Management, Management Consulting, Executive Management, Restructuring, Profitable Growth, Large Scale Change..., International Business, Investment Banking, Corporate Governance, Equities, Banking, Strategy, Strategic Financial..., Third Party..., Distribution Strategies, Quantitative Research, Financial Services, Leadership, Corporate Finance, Program Management, Marketing, Business Planning, Business Strategy, Due Diligence, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Venture Capital, Financial Planning

Education
Saint Mary's University   1985 — 1987
MBA, Marketing and Finance

York University   1982 — 1985
BA, Economics

Harvard University, John F. Kennedy School of Government

University of Toronto - Rotman School of Management

Tim Gerrits, MBA, CGA Tim Gerrits, MBA, CGA Toronto, Canada Area Details
Tim Gerrits, MBA, CGA's Knowledge First Financial Experience November 2012 - July 2013
Job Financial Controller and Business Systems Specialist
Industry Financial Services
Experience
Street Capital  October 2013 - Present
Knowledge First Financial   November 2012 - July 2013
BridgePoint Financial Services Inc.   August 2008 - September 2012
GMAC Residential Funding of Canada   April 2002 - October 2007
Mortgage Intelligence Inc   October 1995 - October 2007
Norlite Financial Services   October 1992 - October 1995
Savage Moles & Company   May 1989 - October 1992

Skills
Strategic Planning, Project Management, Auditing, Tax, Accounting Applications, Staff Development, Forecasting, Financial Analysis, Credit, Loans, Risk Management, Mortgage Lending, Strategic Financial..., Financial Reporting, Managerial Finance, Accounting, Process Improvement, Business Planning, Business Analysis, Finance, Business Strategy, Financial Services, Management

Education
The University of Western Ontario - Richard Ivey School of Business   2007 — 2008
Master of Business Administration (MBA)

Sheridan College   1986 — 1989
Business Adminstration Diploma, Business Administration - Accounting Major

Nancy Orser Nancy Orser Toronto, Canada Area Details
Nancy Orser's Knowledge First Financial Experience September 2010 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Knowledge First Financial   September 2010 - Present
CST Consultants Inc.  September 2002 - October 2007
Blitz Direct Data & Promotion(a division of Cossette Communication Group)   February 2001 - February 2002
The Canadian Home Income Plan Corporation   June 1998 - February 2001

Education
Ryerson University   1986 — 1990
Bachelor of Technology (B.Tech.), Graphic Communications

Sanjay Parmar (SP) Sanjay Parmar (SP) Toronto, Canada Area Details
Sanjay Parmar (SP)'s Knowledge First Financial Experience 2008 - 2009
Job Sr Software Developer at TRILLIUM GIFT OF LIFE NETWORK
Industry Hospital & Health Care
Experience
Trillium Gift of Life Network  April 2015 - Present
Trillium Gift of Life Network  July 2012 - March 2015
Cambridge Mercantile  2009 - 2012
Knowledge First Financial   2008 - 2009
Fidelity National Financial  2006 - 2008
Bell  2005 - 2006
K. P. SANGHVI GROUP   2002 - 2004

Skills
C#, ASP.NET, VB.NET, WCF, SQL, Microsoft SQL Server, JavaScript, Visual Studio, AJAX, Web Applications, VSS, ADO.NET, Crystal Reports, Software Design, CSS, DHTML, T-SQL, WPF, XHTML, E-commerce, ASP, Web Services, XML, MVC, Tortoise SVN, SSRS, PL/SQL, ASP.NET MVC

Education
University of Toronto   2005 — 2005
E-commerce and Internet Development, E-Commerce/Electronic Commerce

Veer Narmad South Gujarat University   1993 — 2001
Post Graduate Diploma in Compoter Application, Computer Science

Deepti Ravi, PMP Deepti Ravi, PMP Toronto, Canada Area Details
Deepti Ravi, PMP's Knowledge First Financial Experience July 2010 - August 2013
Job Sr. PCO Consultant at Scotiabank
Industry Financial Services
Experience
Scotiabank  September 2013 - Present
Knowledge First Financial   July 2010 - August 2013
Scotiabank  August 2008 - June 2010
Labtronics  June 2008 - August 2008
Hockey  May 2008 - June 2008
CIBC Wood Gundy  February 2008 - April 2008
Scotiabank  August 2007 - January 2008
Softech Canada   February 2007 - August 2007

Skills
User Acceptance Testing, Business Analysis, Requirements Gathering, Test Planning, Quality Center, Test Management, System Testing, Agile Methodologies, Software Quality..., Manual Testing, TFS, MS Project, Defect Tracking, Bugzilla, Test Strategy, Business Intelligence, Regression Testing, Usability Testing, Cognos, Business Objects, Great Plains Software, SQL, PMO, Business Process..., Visual Studio, SSIS, Microsoft CRM, Project Management, Microsoft Office, Crystal Reports, Change Management, Defect Life Cycle, JAD, RUP Methodologies, Full SDLC, Budget Monitoring, Project Coordination, Requirements Management, Project Delivery, Project Planning, Project Control, Microsoft Project, Process Improvement, Quality Assurance, Testing, Unix

Education
Jawaharlal Nehru Technological University   2002 — 2006
Bachelor's, Electrical and Electronics

Faye Hodge Faye Hodge Vancouver, Canada Area Details
Faye Hodge's Knowledge First Financial Experience June 2002 - December 2011
Job Creekside Manor Homestay, Bed & Breakfast, Tap Dance Instructor through North Van. RecCentre and privately
Industry Hospitality
Experience
CREEKSIDE MANOR   June 1986 - Present
Knowledge First Financial   June 2002 - December 2011

Skills
Communication, Strategic Financial..., Individual Counselling, Life Coaching, Volunteering, Singing, Jazz Dance, Dance Education, Tap

Education
Trinity Western University

Deborah Fittler Deborah Fittler Toronto, Canada Area Details
Deborah Fittler's Knowledge First Financial Experience January 2006 - Present
Job Century 21, real estate agent
Industry Financial Services
Experience
Century 21 Millenium Inc   August 2012 - Present
Knowledge First Financial   January 2006 - Present
USC Education Savings Plans Inc.  2006 - September 2011
Bank of Montreal  January 1990 - January 2004

Skills
Sales Management, Sales, New Business Development, Investments, Strategic Planning, Marketing Strategy, Customer Service, Budgets, Team Leadership, Business Planning, Business Development, Selling, Marketing, New home buyers, Buying a home, Selling your home, Condos, Real Estate, Entrepreneurship, New Homes, Residential Homes, Management, First Time Home Buyers

Education
Ryerson University   1987 — 1991
Business Management, Business

George Brown College   1988 — 1990
Diploma in Business Management, marketing

Ahmad Alhamed Ahmad Alhamed Toronto, Canada Area Details
Ahmad Alhamed's Knowledge First Financial Experience July 2014 - Present
Job Software QA Analyst at Knowledge First Financial
Industry Computer Software
Experience
Knowledge First Financial   July 2014 - Present
North Plains Systems  February 2010 - February 2014
Ryerson University  September 2009 - March 2010
YMCA Canada  July 2009 - March 2010
NetPlus College of Information Technology   March 2008 - September 2009
Al Balqa' Applied University   February 2005 - February 2008

Skills
XML, Databases, SQL, Linux, Test Automation, Test Planning, Microsoft SQL Server, Software Quality..., Regression Testing, Manual Testing, Agile Methodologies, CSS, Software Engineering, JavaScript, JIRA, C#, Test Cases, Testing, Operating Systems, IIS, Visual Basic, Windows, Oracle, VBScript, SDLC, User Acceptance Testing, Java, HTML, Integration, OOP, Unix, C++ Language, Virtualization, VMware, C++

Education
Toronto District School Board, Toronto
Project Management Assistant

Seneca College of Applied Arts and Technology
Java Language - Advanced

University of Jordan
Master's Degree, Computer Science

University of Jordan
Bachelor's degree, Computer Science

Lianne Dalley Lianne Dalley Toronto, Canada Area Details
Lianne Dalley's Knowledge First Financial Experience 1996 - 1999
Job Safety Training Consultant at Hatch
Industry Mining & Metals
Experience
Hatch  March 2001 - Present
IMAX  1999 - 2001
Knowledge First Financial   1996 - 1999
CBC/Radio-Canada  1994 - 1995

Skills
Instructional Design, Program Facilitation, Highly resourceful, Analytical Skills, Highly Detailed, High level of initiative, Outstanding..., Self-starter, Skilled Communicator, Oral & Written..., Exceptionally well..., Positive Team Player, Mining, Behavior Based Safety, Hazard Analysis, Safety Auditing, Industrial Safety, Hazard Recognition, EHS, Safety Management..., Construction Safety, Occupational Health, Project Management, Contract Management, Microsoft Office, EPC

Education
Sheridan College   1993 — 1996
Diploma, Production Management, Media Arts

Langevin Learning Services
Instructional Design Developer

Sheridan College
Business Administration and Management, General

Sandra McLean, PMP Sandra McLean, PMP Toronto, Canada Area Details
Sandra McLean, PMP's Knowledge First Financial Experience January 2011 - October 2011
Job Customer Service & Operations Manager
Industry Financial Services
Experience
Yellow Pages Group (YPG)   February 2013 - July 2015
Knowledge First Financial   January 2011 - October 2011
Knowledge First Financial   January 2010 - December 2010
Rogers Wireless  2000 - 2008
Rogers Communications  April 1996 - September 2000

Skills
Process Improvement, Program Management, Business Process..., Cross-functional Team..., Management, Leadership, PMP, Telecommunications, Outsourcing, Call Centers, Budgets, Customer Service, Sales Operations, Service Delivery, Vendor Management, Business Analysis, E-commerce, Team Leadership, Change Management, Project Management, Team Building, Strategic Planning, Project Delivery, Strategy, Customer Experience

Education
Humber College
Business Administration

Humber College
Busines Administration, Business Administration, Management and Operations

Darlene Hawrylak, PMP Darlene Hawrylak, PMP Toronto, Canada Area Details
Darlene Hawrylak, PMP's Knowledge First Financial Experience August 2014 - Present
Job Sr. Project Manager
Industry Financial Services
Experience
Knowledge First Financial   August 2014 - Present
CGI  November 2010 - August 2014
The Dominion of Canada General Insurance Company  March 2009 - November 2010
RBC Insurance  September 2005 - February 2009
Unisen Inc  August 2002 - September 2005
Reuters  September 1997 - April 2002

Skills
Process Improvement, SDLC, Business Analysis, PMP, Requirements Analysis, PMO, Requirements Gathering, Project Management, Leadership, Communication Skills, Team Facilitation, Decision Analysis, Project Planning, Resource Management, Project Control, Cost Control, Risk Management, Business Requirements, Testing, Software Project...

Education
Ryerson University   1993 — 1997
Enterprise Management / Finance

Jo-Ann Walker Jo-Ann Walker Halifax, Canada Area Details
Jo-Ann Walker's Knowledge First Financial Experience April 2012 - March 2014
Job Advisor, Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  March 2014 - Present
Knowledge First Financial   April 2012 - March 2014
On-Line Support   January 2011 - December 2012

Skills
Leadership, Sales, Customer Satisfaction, Customer Experience, Performance Management, Call Centers, Management, Team Leadership, Customer Service, Process Improvement, Change Management, Coaching, Team Building, Time Management, Vendor Management, Employee Relations

Education
Acadia University   2002 — 2004
BEd, Bachelor of Education

Acadia University   1998 — 2002
BAH, Honors Sociology, Legal Studies

St. Francis Xavier University
Certificate in Adult Education

Joan Delaney Joan Delaney Toronto, Canada Area Details
Joan Delaney's Knowledge First Financial Experience November 2008 - February 2010
Job Business Consultant at BMO Financial Group
Industry Capital Markets
Experience
BMO Financial Group  December 2014 - Present
Scotiabank  December 2013 - September 2014
RBC Capital Markets  March 2013 - November 2013
BMO Financial Group  November 2011 - March 2013
RBC Dexia Investor Services  January 2011 - November 2011
Amgen  March 2010 - January 2011
Knowledge First Financial   November 2008 - February 2010
TD  May 2008 - October 2008
BMO Capital Markets  May 2006 - February 2008
Rogers Communications - Rogers Wireless   September 1999 - May 2006

Skills
Capital Markets, Business Analysis, SDLC, Requirements Gathering, Risk Management, Vendor Management, Visio, SQL, Systems Analysis, Software Project..., Integration, Business Process Design, Project Management, Change Management, Project Delivery, PMP, Access, Agile Methodologies, MS Project, Technical Analysis, Telecommunications, Business Requirements, Databases, Enterprise Architecture, Oracle, Business Intelligence, User Acceptance Testing, Business Process, Software Documentation, SharePoint, PMO, Resource Management, Data Warehousing, Business Process..., Data Modeling, IT Strategy, Analysis, Project Portfolio..., Requirements Analysis, Quality Assurance, Testing, Software Development

Education
Athabasca University   2008 — 2012
Master of Science (MSc) Computer Science, Information Systems

Grand Valley State University   1998 — 1999

Information Technology Institute   1996 — 1997
Applied Information Technology Diploma, Applied Information Technology

Memorial University of Newfoundland   1993 — 1995
Bachelor of Vocational Education, Adult Education

Memorial University of Newfoundland   1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Finance

Karen Ning, CPA, CMA Karen Ning, CPA, CMA Toronto, Canada Area Details
Karen Ning, CPA, CMA's Knowledge First Financial Experience June 2012 - August 2014
Job Financial Processes and Systems
Industry Financial Services
Experience
Atum Corporation   February 2015 - Present
Samuel, Son & Co., Limited   August 2014 - February 2015
Knowledge First Financial   June 2012 - August 2014
Flynn Canada Ltd  August 2009 - February 2012
IBM Global Services  July 2008 - June 2009
China Travel Service Holdings   May 2007 - August 2007
Queen's University  September 2005 - April 2006

Skills
ERP, SAP, Manufacturing, Construction, Requirements Analysis, Business Process, Proposal Writing, MRP, Business Analysis, Excel, Process Engineering, Change Management, Problem Solving, Data Analysis, Accounting, Cost Accounting, Business Architecture, Inventory Management, Management

Education
Queen's University   2004 — 2008
Bachelor, Commerce

Queen's University   2004 — 2008
Bachelor of Commerce (BCom)

CMA

Rob Buwalda, CMA Rob Buwalda, CMA Toronto, Canada Area Details
Rob Buwalda, CMA's Knowledge First Financial Experience May 2015 - Present
Job Senior Manager, Planning and Reporting at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   May 2015 - Present
Knowledge First Financial   December 2011 - April 2015
USCI  September 2008 - November 2011
USC Education Savings Plans Inc.  June 2007 - September 2008
USCI  February 2005 - June 2007
AIC Limited  April 2000 - February 2005

Skills
People Management, Data Analysis, Process Improvement, Internal Audit, Financial Modeling, Key Performance..., Budget Preparation, Excel, Business Strategy, Forecasting, Risk Management, Financial Reporting, Budgeting, Analysis, Budgets, Internal Controls, Management, Mergers, Microsoft Excel, Banking

Education
McMaster University   1992 — 1996
B.Comm, Accounting

Arlene Lovell Arlene Lovell Toronto, Canada Area Details
Arlene Lovell's Knowledge First Financial Experience 2011 - Present
Job Marketing and Web Coordinator at Knowledge First Financial
Industry Marketing and Advertising
Experience
Knowledge First Financial   2011 - Present
AEGON Canada / Transamerica  February 2007 - October 2009
Harcourt Assessment  2005 - 2006
Levitt-Safety Limited  2000 - 2004
Levitt-Safety Limited  2000 - 2004
Microsoft  2000 - 2000

Skills
SEO, Dreamweaver, SEM, Email Marketing, Marketing, Web Analytics, Photoshop, Social Media, Teamwork, Facebook, Adobe Acrobat

Education
Sheridan College   2007 — 2008
Certificate in Proficiency in Conversational French, French

Sheridan College   1995 — 2000
Business Administration Diploma-Marketing, Marketing

Trios College of Information Technology
Web Design

University of Toronto

Riley Hopkinson Riley Hopkinson Toronto, Canada Area Details
Riley Hopkinson's Knowledge First Financial Experience May 2012 - August 2013
Job Project Manager at RadiantGroup Media
Industry Marketing and Advertising
Experience
RadiantGroup Media   April 2015 - Present
Guardian Capital  May 2014 - August 2014
Knowledge First Financial   May 2012 - August 2013
Knowledge First Financial   January 2011 - May 2011
Conundrum Capital Corporation   May 2008 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Coordination, Communication, Advertising, Social Media, Social Media Marketing, Social Skills, Marketing, Teamwork, Time Management, Team Leadership, Customer Satisfaction, Event Planning, Customer Service, Market Research

Education
Ryerson University

Bayview Glen   2004 — 2008
High School

Donna Fardy Donna Fardy Halifax, Canada Area Details
Donna Fardy's Knowledge First Financial Experience 2011 - Present
Job Sales Representative at Knowledge First Financial
Industry Investment Management
Experience
Knowledge First Financial   2011 - Present

Education
Dalhousie University
Master's Degree, Educational Foundations

The University of Calgary
Master's Diploma, Educational Psychology

Neelam Bhayana Neelam Bhayana Toronto, Canada Area Details
Neelam Bhayana's Knowledge First Financial Experience November 2011 - Present
Job ADVISOR at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial   November 2011 - Present
ACN  February 2011 - Present
Centum Mortgages   February 2010 - Present

Skills
Mortgage Lending, Debt Consolidation, Refinance, Credit, Residential Mortgages, Banking, Certified Mortgage..., Commercial Mortgages, Mortgage Banking, Credit Risk, Finance, Strategic Financial..., Credit Analysis, Investments, Wireless, Wealth Management, Telecommunications, Loans, Direct Sales, Consumer Lending, Retirement Planning, Loan Origination, Investment Properties, Funding, Mutual Funds, Financial Services

Education
Institute of Management Technology, Ghaziabad
Finance and Financial Management Services

Maharshi Dayanand University
Bachelor's degree, Applied Economics