RBC Capital Markets
Industry: Finance service company
DescriptionRBC Capital Markets is a global investment bank providing services in banking, finance and capital markets to corporations, institutional investors, asset managers and governments globally. Locations span 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region. CEO: Doug McGregor (1 Nov 2008–) Number of employees: Over 7,200 Headquarters: Toronto, Canada Rating: A1 / AA- (Moody's / S&P) Traded as: NYSE: RY; TSX: RY Parent organization: Royal Bank of Canada
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4,148 RBC Capital Markets employees in database. Find out everything there's to know about RBC Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Capital Markets Employees
Bank of America Merrill Lynch May 2015 - Present
Deutsche Bank July 2014 - May 2015
RBC Capital Markets June 2013 - June 2014
RBC Capital Markets October 2011 - June 2013
Regional Business Assistance Corporation September 2010 - February 2011
Skills
Equities, Investment Banking, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Credit Derivatives, Equity Derivatives, FX Options, Middle Office, Swaps, Bonds, Asset Management, Prime Brokerage, Bloomberg Terminal, Options
Education
Rowan University 2006 — 2010
Bachelor of Science, Accounting
RBC Capital Markets July 2014 - Present
LaserBoy Studios, LLC September 2008 - Present
Internection, LLC November 1995 - Present
Pfizer 1998 - 2006
Prudential Insurance 1996 - 1998
Intel Corporation 1995 - 1995
Skills
Web Applications, Web Development, iOS Development, Software Development, Unix, Perl, Apache, Java, PHP, Linux, MySQL, System Administration, XML, HTML, Cloud Computing, Tomcat, SQL, E-commerce, AIX, iPhone development, Cocoa, JavaScript
Education
Rensselaer Polytechnic Institute 1992 — 1996
BS, Computer and Systems Engineering
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - June 2013
J.H. Cohn LLP January 2011 - June 2012
Marks Paneth & Shron LLP January 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Time Equities, Inc. June 2008 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Financial Reporting, Hedge Funds, Accounting, Tax, Financial Statements, Internal Controls, Internal Audit, Financial Modeling, Investments, Corporate Finance, Securities, Due Diligence, Financial Services, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Bloomberg, Asset Management
Education
City University of New York-Queens College 2007 — 2009
Bachelor of Arts (B.A.), Major: Accounting and Information Systems; Minor: Economics, Cum Laude
Studies Abroad; Israel 2005 — 2007
RBC Capital Markets September 2013 - July 2015
RBC Dominion Securities, The Papadina Group January 2013 - August 2013
H&R Block February 2013 - May 2013
Skills
International Tax, Tax Accounting, Financial Accounting, Tax, Audit, Assurance, Financial Analysis, Financial Reporting, Microsoft Excel, Data Analysis, Microsoft Office, Valuation, Leadership, Finance
Education
Queen's University 2011 — 2012
Master of International Business
University of Southern California - Marshall School of Business 2010 — 2011
Master of Business Taxation
Purdue University 2006 — 2010
Bachelor of Science (B.S.) in Accounting, Dual Degree with Bachelor of Science (B.S.) in Management
LNG Canada Development Inc. May 2014 - Present
Shell September 2012 - April 2014
McCarthy Tétrault June 2010 - April 2012
Court of Queen's Bench of Alberta August 2009 - May 2010
Sidley Austin LLP May 2008 - August 2008
RBC Capital Markets July 2004 - June 2006
Canadian Embassy, Washington, D.C. (Trade/Econ Policy) & Government of Canada's Privy Council Office January 2003 - August 2003
Skills
Due Diligence, Mergers, Corporate Law, Corporate Governance, Cross-border..., Joint Ventures, Energy, Capital Markets, Mergers & Acquisitions, Legal Advice, Corporate Finance
Education
The University of Calgary 2006 — 2009
J.D.
Queen's University 2000 — 2004
B. Comm. (Hons)
The Washington Center 2003 — 2003
NAFTA Leaders Program
Enerplus May 2013 - Present
Planet Energy April 2011 - April 2013
Planet Energy July 2009 - March 2011
RBC Capital Markets June 2008 - July 2009
Skills
Energy, Natural Gas, Financial Analysis, Valuation, Financial Modeling, Commodity Markets, Energy Markets, Risk Management, Energy Industry, Electricity Markets, Business Strategy, Business Development, Scenario Analysis, Due Diligence, Strategy, Strategic Planning
Education
Queen's University
Master of Business Administration (MBA)
The University of Calgary
Bachelor of Commerce, Finance (With Distinction)
Investment Manager September 2014 - Present
Investment Manager July 2013 - August 2014
Inflection Point Capital Management August 2009 - May 2013
RBC Capital Markets July 1998 - February 2007
Education
Queen's University 1988 — 1992
BA
Upper Canada College 1983 — 1988
RBC Capital Markets June 2014 - Present
Scotiabank Global Banking and Markets August 2013 - June 2014
Limestone Capital September 2010 - April 2013
Scotiabank Global Banking and Markets May 2012 - August 2012
Education
Queen's University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2012 — 2012
Bachelor of Arts (B.A.), Economics
St. George's School 2004 — 2009
CEPA Ltd September 2015 - Present
Clinton Global Initiative, Clinton Foundation September 2014 - January 2015
The University of British Columbia September 2013 - May 2014
Fraser Academy January 2013 - August 2013
HSBC 2012 - 2012
RBC Capital Markets March 2011 - August 2011
Skills
Economic Development, Microeconomics, Macroeconomics, Microsoft Excel, PowerPoint, Stata, Econometrics, Capital Markets, Equities, Corporate Finance, Financial Analysis, Valuation, Bloomberg, Financial Modeling, Finance, Portfolio Management, Investments, Banking
Education
The University of British Columbia 2013 — 2014
Master's Degree, Economics, A Average
Sauder School of Business 2009 — 2012
Bachelor's Degree, Commerce, Finance, A+ Average
Queen's University 2008 — 2009
Commerce, Finance
RBC Capital Markets March 2015 - Present
RBC April 2011 - December 2013
RBC April 2010 - September 2010
Skills
Commercial Banking, Banking, Credit, Finance, Teamwork, Financial Analysis, Portfolio Management, Time Management, Risk Management, Microsoft Office, Data Analysis, Microsoft Excel, Management, Analysis, Leadership, Team Leadership
Education
Queen's University 2014 — 2015
Master of Business Administration (MBA)
Queen's University 2007 — 2011
BAH, Religious Studies
All Saints Catholic Secondary School 2003 — 2007
OSSD
RBC Capital Markets July 2013 - Present
RBC August 2011 - July 2013
TD May 2010 - July 2011
Skills
Capital Markets, Investment Banking, Bloomberg, Fixed Income, Valuation, Financial Modeling, Equities, Equity Research, Portfolio Management, Financial Analysis, Private Equity, Financial Markets, Equity Derivatives, Structured Products, Corporate Finance, Banking
Education
Queen's University 2010 — 2011
Master's degree, Finance, General, 3.7
Wilfrid Laurier University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
O2 Trading May 2013 - Present
TableDroid.com January 2012 - April 2013
RBC Capital Markets September 2010 - January 2012
gh3 2005 - 2006
Skills
Capital Markets, Risk Management, Market Risk, Econometrics, Derivatives, R, Mathematics, Microsoft Excel, Java, Algorithms, CVA, Counterparty Credit Risk, VBA, SQL, Counterparty Risk, Data Analysis, Financial Markets
Education
Queen's University
Master of Arts (MA), Economics
York University
Bachelor's of Science, Specialized Honours, Physics
Ursula Franklin Academy
King Edward
Hawthorne
RBC Capital Markets July 2015 - Present
Euro Pacific Canada March 2015 - July 2015
Euro Pacific Canada January 2015 - March 2015
BuzzBuzzHome Corp August 2012 - May 2014
BuzzBuzzHome Corp May 2012 - September 2012
Skills
Business Development, Biotechnology, Project Management, Microsoft Office, Financial Analysis, Advanced Excel, Accounting, Research, Economics, Statistics, Clinical Trials, Product Development, Research Analysis, Pharmaceuticals, Biochemistry, Pharmaceutical Industry, Capital Budgeting, Adobe Creative Suite, Adobe Dreamweaver, Mac OS, Google Adwords, Google Analytics, Microsoft Excel, Public Speaking, Teamwork, PowerPoint, Time Management, Leadership
Education
University of Toronto 2014 — 2016
Master of Biotechnology
Queen's University 2010 — 2014
Honours BSc, Biochemistry
St. Andrew's College 2006 — 2010
ISE Holdings August 2015 - Present
WallachBeth Capital April 2014 - August 2015
Cowen & Company October 2011 - February 2014
RBC Capital Markets April 2008 - August 2011
CIBC World Markets July 2001 - April 2008
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS, Mechanical Engineering
East Providence High School 1994 — 1997
HS Diploma
PearTree Securities Inc. March 2013 - Present
NTB Financial April 2012 - Present
Deutsche Bank Securities May 2009 - December 2010
HSBC Bank August 2002 - August 2008
RBC Capital Markets January 2000 - August 2002
RBC Capital Markets October 1997 - December 2000
RBC Capital Markets April 1995 - October 1997
Skills
Fixed Income, Structured, Derivatives, Credit, Bonds, Structured Products, Equities, Funding, Credit Derivatives, Hedge Funds, Swaps, Structured Philanthropy, Structured Solutions, Relative Value Trading, Relationship Management, Structured Finance, Investments, Corporate Finance, Investment Management, Emerging Markets, Interest Rate..., Mutual Funds, Commodity, Options, Solutions Marketing
Education
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1985 — 1989
Bachelor of Engineering, Physics
Earl Haig
RBC Capital Markets May 2014 - Present
BMO Capital Markets September 2013 - May 2014
BMO Financial Group January 2011 - September 2013
BMO November 2009 - January 2011
Skills
Equities, Capital Markets, Options, Finance, Bloomberg, Financial Risk, Financial Services, Swaps, Trading, Analysis, Derivatives, Valuation, Financial Analysis, Fixed Income
Education
Queen's University 2012 — 2013
Master of Finance, Finance, General
York University 2005 — 2008
BAS, Finance
Work at Play December 2002 - Present
BC Children's Hospital Foundation December 2009 - October 2011
SaskInteractive August 2010 - August 2010
Totally Hip Software August 2001 - May 2002
ici Media Inc November 1999 - May 2002
RBC Capital Markets 1989 - 1999
Skills
Online Marketing, Virtual Goods, Community Marketing, Internet Strategy, Software, Online Advertising, Social Media, Digital Media, New Media, Digital Strategy, Social Media Marketing, Entrepreneurship, Digital Marketing, Creative Solutions, Web Strategy, Social Networking, Interactive Marketing, New Business Development, Game Monetization, Brand Development, CMS, Leadership, Website Development, Web Development, Strategy, Advertising, E-commerce, Mobile Applications, Marketing, Marketing Strategy, Business Development
Education
Queen's University
BA Honours, Economics
Simon Fraser University
Vancouver Film School
New Media
Queen's Technology and Media Association September 2013 - Present
Queen's University Investment Counsel March 2013 - Present
RBC Capital Markets April 2015 - August 2015
Barometer Capital Management Inc. April 2014 - August 2014
The Princess Margaret Hospital Foundation June 2011 - August 2011
Skills
Management, Analysis, Asset Managment, IT Management, Business Analysis, ITIL, Project Management, IT Strategy, Active Directory, Windows Server, SQL, Process Improvement, SDLC, IT Service Management, Business Intelligence, Team Leadership, Teamwork, Public Speaking
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Minor in Computer Science
Northern Secondary School 2008 — 2012
CPP Investment Board August 2009 - April 2012
CPP Investment Board June 2008 - August 2008
RBC Capital Markets August 2006 - July 2007
RBC Capital Markets July 2004 - August 2006
ARC Financial Corp. May 2003 - August 2003
ARC Financial Corp. May 2002 - August 2002
Skills
Energy, Private Equity, Renewable Energy, Infrastructure, Financial Modeling, Valuation, Financial Analysis, Project Management, Due Diligence, Utilities, Capital Markets, Mergers, Emerging Markets, Acquisition Financing, FX Hedging, Interest Rate Hedging
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Strategic Management
Queen's University 2000 — 2004
BA(H), Economics
Dr. E.P. Scarlett High School 1997 — 2000
Earnest Research January 2015 - Present
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Blackmore Partners LLC May 2010 - August 2010
Skills
Financial Modeling, Equity Valuation, Microsoft Office, Financial Analysis, Valuation, Business Valuation, Corporate Finance, Due Diligence, Retail Industry, Consumer Products..., Market Research, Presentation Development, Capital Markets, Professional..., Professional Networking, Strategy, Microsoft Excel, Management, Analysis
Education
Purdue University - Krannert School of Management 2008 — 2012
Bachelor of Science, Management
RBC Capital Markets August 2015 - Present
PwC April 2014 - July 2015
Ernst & Young July 2012 - November 2013
Fiore Industries January 2012 - June 2012
Semitracks Inc. May 2011 - December 2011
Teknicare Inc. April 2009 - April 2010
Skills
Japanese, Social Media, Analysis, Internal Audit, Auditing, Internal Controls, New Business Development, Testing, Google Analytics, Management, CRM, Budgets, Business Process..., Business Analysis, Process Improvement, IT Audit, Sarbanes-Oxley Act, SAS70, Microsoft Excel, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
MBA, Management of Technology
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2011
BA, Business Administration
Ritsumeikan Asia Pacific University 2010 — 2010
Bachelor's degree, International Management, Japanese
CHAND Mortgage, LLC April 2013 - Present
RBC Capital Markets 2007 - 2011
RBC Capital Markets 2002 - 2007
CIBC World Markets 1997 - 2002
Quick and Reilly 1992 - 1997
Skills
Equity Trading, SEC compliance, FINRA, Financial Analysis, Equities, Securities, Series 7, Trading, Portfolio Management, Electronic Trading, Financial Markets, Series 63, Finance, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Mutual Funds, Alternative Investments
Education
Rowan University 1988 — 1992
BS, Accounting
Shirlaws Group October 2012 - Present
RBC Capital Markets January 2009 - September 2012
AIG Financial Products February 2002 - November 2008
UBS Investment Bank November 1995 - October 2001
Crédit Agricole January 1995 - August 1995
RBC Capital Markets May 1991 - December 1994
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Capital Markets, Entrepreneurship, Financial Structuring, Business Coaching, Strategic Growth..., Strategy, Product Innovation, Structuring, Financial Strategy, Financial Services, Team Leadership, Culture Change, Functional Design
Education
Queen's University
MBA, Finance
Western University
BA, Finance and Economics
RBC Capital Markets November 2012 - Present
RBC Capital Markets April 2010 - November 2012
RBC Capital Markets August 2007 - March 2010
CIBC World Markets June 2006 - July 2007
Education
Queen's University 2009 — 2010
MBA
University of Toronto 2001 — 2006
BComm, Finance and Economics
BNY Mellon 2012 - Present
RBC Capital Markets 2007 - 2011
Education
Chartered Financial Analyst (2012)
Financial Risk Manager (2015)
Queen's University
Bachelor of Commerce (honours)
RBC Capital Markets July 2011 - August 2015
Gleacher and Company (formerly Broadpoint.AmTech, formerly AmTech Research April 2004 - July 2011
UBS June 2003 - April 2004
Linear Technology Corporation January 2001 - January 2002
Linear Technology June 1995 - January 2001
National Semiconductor June 1990 - May 1995
General Motors 1988 - 1990
Skills
Investments, Analysis, Financial Modeling, Valuation, Team Leadership, Technical Writing, Sales Management, Semiconductors, Marketing Management, Stock Picking, Investment Advisory, Research Analysis, Competitive Analysis, Management, Sales, Research, Strategy, Corporate Finance, Financial Analysis, Corporate Development, Start-ups, Mergers & Acquisitions, Equity Research, CRM, Market Research
Education
Rensselaer Polytechnic Institute 1985 — 1990
BSEE, Electrical and Electronics Engineering
Blind Brook HS 1981 — 1985
Ideal Candidate October 2013 - Present
Ryerson University August 2015 - Present
University of Toronto July 2013 - Present
Field ID (acquired by NYSE:FBHS) December 2012 - October 2013
Field ID (acquired by NYSE:FBHS) February 2007 - December 2012
Crane Certification Association of America April 2009 - April 2011
RBC Capital Markets March 2006 - February 2007
ASECO Integrated Systems July 2002 - November 2003
Skills
Entrepreneur, Start-ups, Mobile, Product Development, Customer Relations, Team Leadership, New Business Development, Strategic Planning, Entrepreneurship, Customer Service, Business Analysis, Mobile Devices, Business Development, Strategy, Management, Leadership, Enterprise Software, Product Management, SaaS, Cloud Computing, Management Consulting, Sales Process, Account Management, Product Marketing, Solution Selling, Sales Management, Business Process..., Negotiation, Sales, Salesforce.com, Marketing, Strategic Partnerships, Lead Generation, Online Marketing, Direct Sales, B2B, CRM, Business Strategy, Selling, Competitive Analysis, E-commerce, Team Building, Sales Presentations, Digital Marketing, Security, Go-to-market Strategy, Social Media Marketing, Cross-functional Team..., Business Planning, Analytics
Education
Queen's University 2005 — 2006
MBA
University of Toronto 1998 — 2002
B.A.Sc.
KIPP NYC July 2015 - Present
Baychester Middle School June 2012 - June 2015
RBC Capital Markets May 2010 - April 2012
Morgan Stanley July 2003 - August 2009
Skills
Secondary Education, Mathematics Education, ETFs, Equity Trading, Leadership, Financial Services, FX Options, Financial Markets, Private Equity, Financial Modeling, Investment Banking, Back Office, Equity Valuation, FINRA, Technical Analysis, Equity Derivatives, Market Risk, Structured Finance, Electronic Trading, Corporate Finance, Venture Capital, FX trading, VBA, Risk Management, Trading, Options, Equities, Fixed Income, Securities, Financial Risk, Management
Education
Relay Graduate School of Education 2012 — 2014
Master's in the Art of Teaching - Graduate with Distinction, Secondary Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (BS), Finance, General
Balyasny Asset Management L.P. August 2015 - Present
Pine River Capital Management May 2012 - August 2015
Bank of America Merrill Lynch April 2010 - May 2012
RBC Capital Markets August 2008 - April 2010
Bank of America February 2007 - August 2008
Skills
Fixed Income, Trading, Electronic Trading, Credit Derivatives, Credit, Capital Markets, Derivatives, Application Support, Bloomberg, Trading Systems, Financial Markets, Risk Management, Equities, Investment Banking, FX Options, Interest Rate..., Hedge Funds, Bonds, Options, Market Risk, PnL
Education
Rensselaer Polytechnic Institute 2005 — 2006
Master of Engineering, Computer Systems
University of Mumbai 2001 — 2005
B.E., Electronics and Telecommunications
CFA Institute
CFA Level 3 Candidate
HSBC Bank Canada March 2013 - Present
HSBC June 2006 - Present
RBC Capital Markets November 2004 - June 2006
RBC Capital Markets June 1993 - November 2004
Education
Queen's University 1989 — 1993
Bachelor of Commerce, Finance
nelson high school
The College of Saint Rose July 2014 - Present
Calogero Partners LLC January 2009 - Present
City of Glens Falls Industrial Development Agency 2007 - Present
Greater Glens Falls Local Development Corporation 2007 - Present
New York Housing Conference, Inc. January 2009 - September 2014
RBC Capital Markets January 2007 - December 2008
NYS Division of Housing & Community Renewal February 2002 - December 2006
NYS Division of Housing & Community Renewal August 1995 - January 2002
New York State Rural Housing Coalition, Inc. August 1986 - August 1995
Skills
Historic Preservation, Nonprofits, Affordable Housing, LIHTC, Community Development, Economic Development, Tax Credits, Real Estate, Non-profits, Public Policy, Fundraising, Real Estate Economics, Volunteer Management, Redevelopment, Local Government, Policy, Program Management, Investments, Grants, Government, Social Housing, Leadership, Community Outreach, Legislation, Policy Analysis, Coalitions
Education
Rensselaer Polytechnic Institute
MS
The College of Saint Rose
BA
The Pixel Shop June 2015 - Present
Freelance web developer/designer/consultant 2009 - Present
RBC Capital Markets July 2014 - May 2015
AudienceView Ticketing Corporation 2012 - June 2014
AudienceView Ticketing Corporation 2010 - 2012
Prime Restaurants of Canada Inc. 2007 - 2010
Skills
jQuery, IIS, HTML 5, User Experience, Agile, Product Management, JIRA, Fisheye, Confluence, CSS3, Mobile, Responsive Design, Java, JSP, HTML5, HTML + CSS, Javascript, JSON, JSONP, XML, Facebook API, Google API, twitter api, LinkedIn API, instagr.am API, MVC, ASP, Google Analytics, Adobe Creative Suite, PCI DSS, SQL, Photoshop, Accessibility, E-commerce, Software Development, Website Management, Content Management, Technical Writing, Writing, Email Marketing, Campaign Managment, CSS, Web Development, Mobile Applications
Education
Ryerson University 2008 — 2009
Certificate, Web Design/Development
Queen's University 2001 — 2005
BAH, Film & Media Studies
Canadian Children's Opera Company January 2012 - December 2014
RBC Capital Markets 2009 - 2012
RBC Capital Markets 2003 - 2008
TD Securities Inc. 1995 - 2002
Scotiabank 1994 - 1995
Skills
Capital Markets, Client Strategy, Global Markets, Corporate Development, Global Client Management, Cross Selling, Management, Team Leadership, Sales Management, Streamlining Operations, Client Development, Manage Client..., Strategic Communications, Marketing Strategy, Marketing, New Business Development, Competitive Analysis, Financial Markets, Financial Services, Banking, Strategic Leadership, Non-profit Board..., Board of Directors, Fixed Income, Strategy, Trading, Business Development, Global Marketing, FX Options, Commodity, Derivatives, Leadership, CRM
Education
University of Toronto - Rotman School of Management 2014 — 2014
ICD.D
York University - Schulich School of Business
Master of Business Administration (M.B.A.)
Queen's University
Bachelor of Arts (Honours)
BMO Asset Management January 2007 - Present
RBC Capital Markets September 2003 - December 2006
RBC Capital Markets July 2001 - September 2003
Education
Queen's University 1997 — 2001
BCOMM
Kinder Morgan February 2014 - Present
RBC Capital Markets November 2010 - February 2014
Citigroup July 2008 - November 2010
Resolution Capital Advisors, LLC October 2007 - March 2008
Citigroup May 2007 - August 2007
Annandale Capital May 2006 - May 2007
United States Marine Corps August 1999 - September 2003
Skills
Financial Modeling, Valuation, Energy Sector Coverage, Capital Markets, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Capital IQ, Financial Structuring, Credit Analysis, Financial Statement..., Strategic Financial..., Portfolio Management, Bloomberg, Mergers & Acquisitions
Education
Southern Methodist University 2005 — 2007
Bachelor's Degree, Finance and Accounting
Richland College 2004 — 2005
Associates Degree, General Business
BMO Financial Group April 2015 - Present
BMO Financial Group March 2013 - April 2015
BMO Financial Group February 2009 - March 2013
Bell Canada September 2006 - January 2009
Maple Leaf Foods Inc July 2005 - August 2006
A.T. Kearney January 2002 - June 2005
RBC Capital Markets July 1996 - August 1999
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA
Queen's University 1992 — 1996
BComm
RBC July 2014 - Present
RBC Capital Markets November 2009 - July 2014
Duke & Company January 2008 - June 2014
Deloitte and Touche 2006 - 2008
Microsoft 2000 - 2006
American Express 1997 - 2000
Skills
Strategic Consulting, Corporate Development, M&A experience, Financial Modeling, Deal Structuring, Investment Banking, Strategic Analysis, Strategy Development, Strategic Partnerships, Capital Markets, Corporate Finance, Financial Risk, Product Management, Due Diligence, Business Case, Venture Capital, Industry Analysis, Competitive Analysis, Valuation, Global Business..., Business Strategy, Business Transformation, Management Consulting, Executive Management, Start-ups, SaaS, Entrepreneurship, Business Architecture, Technical Architecture, Risk Analysis, Enterprise Risk..., Analytics, Trading Strategies, Strategy, Negotiation, Analysis, Management, Strategic Planning, Leadership, Business Intelligence, Solution Selling, Business Development, Consulting, IT Strategy, Financial Analysis, Team Management, CRM, Portfolio Management, E-commerce, Financial Services
Education
Queen's University 1994 — 1996
MBA, Finance/Strategy
University of Waterloo 2001 — 2006
Master of Applied Science (MASc.), Management Science, Engineering
Canadian Assoc. of Management Consultants
Certified Management Consultant, CMC
Oberon Capital Corporation August 2009 - Present
Chibougamou Independent Mines October 2012 - Present
Dundee Securities January 2007 - December 2007
HSBC March 2003 - August 2006
RBC Capital Markets April 1997 - February 2003
Canadian Forces 1985 - 1994
Skills
Derivatives &..., Structured Finance, Program Management, Structured Products, Finance, Strategic Planning
Education
University of Ottawa 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1981 — 1985
B Eng, Chemical Engineering
LinkedIn January 2015 - Present
National Bank Financial November 2013 - January 2015
RBC Capital Markets July 2012 - June 2013
RBC Capital Markets June 2011 - August 2011
Richardson GMP May 2010 - August 2010
Skills
Finance, Capital Markets, Microsoft Excel, Marketing, Project Management, Relationship Management, Market Research, Bloomberg, Economics, Sales, Management, Intermediate French, Financial Analysis, Investments, Leadership, Portfolio Management, Financial Modeling, Social Selling, Fixed Income, Corporate Credit
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.), Business/Commerce, General
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2011 — 2011
Winter Semester Exchange, Business/Commerce, General
The Bishop Strachan School 2002 — 2008
Concho May 2015 - Present
Digi-Key Corporation December 2013 - May 2015
Digi-Key Corporation April 2013 - December 2013
Thomson Reuters October 2006 - January 2013
RBC Capital Markets May 2000 - October 2006
SunGard Financial Systems November 1993 - May 2000
Skills
Market Data, Reference Data, Agile Methodologies, Derivatives, SDLC, Electronic Trading, Business Analysis, Trading Systems, User Acceptance Testing, Financial Services, Trading, Back Office, Management, Project Management
Education
Rochester Community and Technical College
True Wind Capital, L.P. June 2015 - Present
Goldman Sachs 2014 - 2015
RBC Capital Markets 2012 - 2014
RBC Capital Markets May 2011 - August 2011
Skills
Valuation
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.)
Crescent School
RBC Capital Markets November 2011 - February 2015
Bank of America September 2009 - October 2011
Fidessa September 2006 - May 2009
TNS Payment Solutions October 2005 - August 2006
FleetBoston Financial November 2001 - December 2004
Logicopolis Technology, Inc. January 1999 - October 2001
Skills
Fidessa, Trading Systems, Sybase, Market Data, Electronic Trading, Equity Trading, Equities, Fixed Income, Order Management, Trading, Exchange Connectivity, FX Options, Bloomberg, Back Office, XML, Databases, SDLC, Java, Unix, SQL
Education
Rensselaer Polytechnic Institute 1994 — 1997
Bachelor of Science (BS), Computer Science
Diversified Global Asset Management - The Carlyle Group May 2008 - Present
RBC 2002 - 2008
RBC Capital Markets 2000 - 2002
Skills
CFA
Education
Schulich School of Business 1995 — 1997
MBA, Finance
Queen's University 1988 — 1992
Bachelor of Applied Science, Engineering
RBC Capital Markets September 2013 - Present
RBC Capital Markets May 2010 - August 2013
AMD May 2008 - August 2009
Institute for Information Industry June 2007 - August 2007
IBM June 2006 - August 2006
Skills
Test Automation, Process Automation, Management, Equity Capital Markets, Electronic Trading..., Electronic Trading, Java, Testing, Business Analysis, VBA, FIX Protocol, Algorithmic Trading..., Smart Order Router, Test Automation..., C#, SQL, Market Data, Regression Testing, SDLC, Quality Assurance, Trading Systems, Unix, Data Analysis, Microsoft Office
Education
Queen's University 2015 — 2016
Master's Degree, Management Analytics
University of Toronto 2005 — 2010
Bachelor, Engineering Science - Major in Computer Engineering
Queen's Commerce Society March 2015 - Present
Queen's Commerce Society March 2015 - Present
RBC Capital Markets May 2015 - September 2015
Queen's Commerce Society April 2014 - March 2015
Queen's Commerce Society April 2014 - March 2015
Connor, Clark & Lunn Financial Group May 2014 - August 2014
Queen's Commerce Society September 2013 - April 2014
Queen's Commerce Society September 2013 - April 2014
Connor, Clark & Lunn Financial Group July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Presentations, Social Media
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
Appleby College 2009 — 2013
Kingsway College School 2001 — 2009
TEDxQueensU April 2015 - Present
BrainTrust March 2015 - Present
AIESEC Canada January 2015 - Present
RBC Capital Markets May 2015 - August 2015
Skills
Management, Teamwork, Customer Service, Communication
Education
Queen's University 2014 — 2018
Bachelor’s Degree, Commerce
RBC Capital Markets July 2015 - August 2015
SilverSky - a BAE Systems Business January 2015 - April 2015
The Bedens Brook Club October 2014 - January 2015
Adecco Group 2015 - 2015
THE MADISON SQUARE GARDEN COMPANY June 2014 - September 2014
AJILON April 2014 - April 2014
Princeton Healthcare System June 2013 - September 2013
Skills
Human Resources, Microsoft Excel, Customer Service, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, russian language, English, Research, Photoshop, Social Media, Public Speaking, Social Networking, Time Management, Organizational Design, CPT, ICD-9, ICD-10, HIPAA, Group Work, Organization Skills, Emotional Intelligence, Recruiting, Employee Relations, Interviews, Onboarding, Event Planning, New Hire Orientations, Sourcing, Applicant Tracking...
Education
Rutgers University-New Brunswick 2014 — 2016
Master's degree, Labor and Industrial Relations
Rutgers University-New Brunswick 2012 — 2014
Bachelor of Science (BS), Management and Labor Relations, Human Resource Management, Honors Graduate
Raritan Valley Community College 2010 — 2012
Health Information Technology Certificate Program and Communication Studies
somerville high school
Affinity Wealth Advisory Group - Private Wealth Advisory Practice of Ameriprise August 2013 - Present
M2M Spectrum Networks, LLC October 2012 - August 2013
M2M Spectrum Networks, LLC July 2010 - October 2012
M2M Spectrum Networks, LLC March 2010 - July 2010
Arizona Opera February 2008 - May 2009
Psychological Counseling Services April 2007 - November 2007
RBC Capital Markets October 2000 - October 2002
Skills
Sales, Fundraising, Sales Rep Training, Microsoft Office, Accounting, Event Planning, Financial Modeling, Salesforce.com, Telecommunications, Wireless, Management, Training, Business Development
Education
University of Phoenix 2002 — 2004
MBA
Radford University
BFA
RBC Capital Markets July 2015 - Present
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg, Finance, Data Analysis, Analysis, Investment Banking, Capital IQ
Education
Quinnipiac University 2011 — 2015
Bachelor of Science (B.S.), Finance Major, Accounting Minor
RBC Capital Markets March 2015 - Present
Hunt Companies July 2014 - December 2014
Centerline Capital Group March 2004 - June 2014
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, General Ledger, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Account Reconciliation, US GAAP, Internal Controls, CPA, Financial Statements, Consolidation, Accruals, Journal Entries, Accounts Receivable, Accounts Payable
Education
Queens College 2000 — 2003
Bachelor's degree, Accounting
RBC Capital Markets September 2015 - Present
RBC Capital Markets March 2015 - Present
RBC Capital Markets October 2011 - March 2015
Scotia Capital Inc March 2010 - April 2011
Professional Management Program October 2009 - December 2009
Skills
Derivatives
Education
Queen's University 2004 — 2009
Honours BA
RBC January 2015 - Present
Ernst & Young September 2010 - January 2015
RBC Capital Markets May 2009 - September 2009
Skills
Accounting, Assurance, Financial Reporting, IFRS, SOX Compliancy
Education
Queen's University 2006 — 2010
Bachelor of Commerce
HollisWealth, Global Wealth Management, Scotiabank August 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank May 2011 - Present
RBC Capital Markets February 2007 - April 2010
TD Meloche Monnex January 2004 - January 2007
Skills
Capital Markets, Investment Banking, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Research, Report Writing, Marketing Management, Communication, Process Improvement, Security Management, Risk Management, Economics, Project Management
Education
Queen's University 2010 — 2011
Master of Business Administration (MBA), Finance
University of Toronto 2002 — 2006
HBA, Economics
HSBC Canada May 2012 - Present
RBC Capital Markets January 2007 - March 2012
BMO Capital Markets 2001 - 2006
Bank of Canada 1995 - 1998
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Markets, Financial Modeling, Economics, Investment Banking
Education
Queen's University 1991 — 1995
masters, economics
University of Western Ontario
RBC Capital Markets October 2013 - Present
SEB December 2010 - October 2013
Mergermarket April 2010 - December 2010
Skills
Series 99, Hedge Funds, Equities, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Securities, Trading Systems, Trading, Banking, Bonds, Derivatives, Asset Management, Investments, Bloomberg, Alternative Investments, Private Equity
Education
Queens College 2002 — 2006
B.A., Media Studies
St. Francis Preparatory
St. Francis Preparatory
Yale University September 2013 - Present
RBC Capital Markets September 2012 - September 2013
Bank of America July 2009 - August 2012
Banc of America Securities June 2008 - August 2008
Pfizer May 2007 - August 2007
McGowan Consulting Group May 2006 - August 2006
Education
Rensselaer Polytechnic Institute 2005 — 2009
BS In Management, Business and Technology
RBC Capital Markets November 2013 - Present
UBS Investment Bank August 2012 - July 2013
UBS Investment Bank May 2011 - August 2011
Bank of America Merrill Lynch September 2008 - April 2010
Bank of America Merrill Lynch January 2008 - September 2008
Bank of America Merrill Lynch June 2006 - December 2007
Skills
Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Portfolio Management, Capital Markets, Equities, Credit Analysis, DCF, Credit, LBO, Mergers & Acquisitions, People Skills, Gujarati, Analysis, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
Purdue University - Krannert School of Management 2002 — 2006
Jesuit High School 1998 — 2002
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
Prudential Financial July 2015 - Present
RBC Capital Markets June 2015 - July 2015
Fastenal May 2014 - May 2015
Imperial Pool Management August 2010 - August 2014
New Jersey Department of Law and Public Safety June 2013 - August 2013
Skills
Management, Sales, Marketing, Microsoft Office, Research, Teamwork, Microsoft Excel, Leadership, Social Networking
Education
Rowan University 2011 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Junior
RBC Capital Markets March 2014 - Present
TD Securities February 2012 - March 2014
TD Securities August 2011 - August 2012
IBM Canada Ltd. May 2009 - August 2010
Skills
DB2, C#, C++, Automated Trading, Equity Derivatives, Linux, Software Development, Java, Shell Scripting, SDLC, FIX, TIBCO
Education
Queen's University 2006 — 2011
Bachelor of Computing (Honours, Software Design, Professional Internship), Computer Science
Evercore 2012 - Present
RBC Capital Markets 2009 - 2012
KPMG Transaction Advisory 2006 - 2009
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Capital Markets, Mergers, Equities, Private Equity, Financial Analysis, Finance
Education
Chartered Accountant
Chartered Financial Analyst
Queen's University 2001 — 2005
Commerce
KPMG Canada October 2014 - Present
KPMG Canada October 2012 - September 2014
TD May 2011 - September 2011
RBC Capital Markets May 2010 - September 2010
The Dominion of Canada General Insurance Company June 2009 - September 2009
Charles Havill, Public Chartered Accountant March 2008 - March 2008
Skills
Auditing, Financial Analysis, Teamwork, Microsoft Excel, Analysis, Time Management, Financial Statements, Financial Reporting, Accounting, Assurance, General Ledger, Financial Accounting, Corporate Finance, Internal Controls, Marketing, Sales
Education
Queen's University 2008 — 2012
Bachelor of Commerce, Accounting
The University of Edinburgh 2011 — 2011
Business Studies
Appleby College 2004 — 2008
High School Diploma
RBC Capital Markets June 2010 - January 2013
Jarislowsky Fraser Limited October 2009 - June 2010
Jarislowsky Fraser Limited May 2007 - October 2009
Education
Queen's University 2002 — 2007
BComm, Finance, Mathematics
JPMorgan Chase June 2011 - August 2011
RBC Capital Markets June 2010 - August 2010
RBC Capital Markets June 2009 - August 2009
Skills
Economics, Finance, Financial Services, Financial Markets, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Investment Banking, Capital Markets, Equities, Investments, Fixed Income, Bloomberg Terminal, Equity Research, Derivatives
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (MBA)
Western New England College 2009 — 2012
Bachelor's degree, Finance, General
AllianceBernstein September 2013 - Present
RBC Capital Markets June 2012 - August 2012
Standard & Poor's June 2011 - August 2011
Rice University September 2009 - June 2011
Skills
Impact Investing, Socially Responsible..., Data Analysis, SPSS, Statistics, R, Quantitative Analytics, Matlab, Portfolio Management, Research, SAS, Statistical Modeling, Financial Modeling, Microsoft Excel, Fixed Income, Excel, Access, PowerPoint, Outlook, Econometrics, Microsoft Word, Intex, CDO, CLO, Structured Securities, Student Loans, MBS
Education
Rice University 2009 — 2013
B.A., Mathematical Economic Analysis, Managerial Studies, Statistics
Stuyvesant 2005 — 2009
Orchard Properties Data EngineerCPP Investment BoardApril 2011 - June 2014
RBC Capital Markets September 2007 - April 2011
Manulife Financial March 2007 - September 2007
Ontario Power Generation September 2000 - March 2007
Skills
Commodity, Analysis, Portfolio Management, Hedging, Risk Management, Financial Modeling
Education
Queen's University 1988 — 1992
BSc, Math, Computing & Information Services
RBC June 2014 - Present
RBC Royal Bank June 2012 - May 2014
RBC Capital Markets April 2007 - June 2012
RBC Royal Bank October 2005 - April 2007
Royal Bank of Canada January 2001 - October 2005
Education
University of Toronto
Masters
Queen's University
BSCH
RBC November 2011 - Present
RBC Capital Markets July 2008 - October 2011
RBC October 2006 - July 2008
Psion Teklogix February 2004 - October 2006
Ericsson Ltd. July 1996 - March 2001
Skills
Capital Markets, Credit, Fixed Income, M&A experience, Private Equity, Venture Capital, Corporate Finance, Portfolio Management, Strategy, Financial Modeling, Valuation, Risk Management, Commercial Banking, Leveraged Finance, Asset Management, Due Diligence, Investments, Mergers & Acquisitions, Financial Analysis
Education
Queen's University 2001 — 2002
MBA, Venture Capital, Marketing.
Xidian University 1992 — 1996
B.ScE, Electrical Engineering
Beijing Univ, School of Medicals, SS.
RBC Capital Markets May 2014 - Present
RBC January 2013 - May 2014
The Canadian Depository for Securities Limited (CDS) March 2009 - December 2012
Algorithmics March 2008 - March 2009
BC Hydro August 2004 - March 2008
Scotiabank May 2003 - August 2004
Scotiabank April 2001 - May 2003
Skills
Capital Markets, Market Risk, Credit Risk, Operational Risk, Internal Audit, Internal Controls, Sarbanes Oxley Act (SOX), Liquidity Risk, Enterprise Risk, ALM, Risk Management Policy, Pension Investment..., Treasury Management, Regulatory Requirements, Regulatory Submissions, Risk Management, Enterprise Risk..., Portfolio Management, Trading, Financial Analysis, Investment Banking
Education
CFA Institute
Chartered Financial Analyst (CFA)
Queen's University
Master's Degree, Economics
The University of British Columbia
Bachelor of Commerce
RBC Capital Markets November 2004 - Present
Canadian Genetic Diseases Network July 2002 - June 2003
Amgen, Inc. July 1999 - April 2001
Ontario Cancer Institute May 1998 - August 1998
The Hospital for Sick Children September 1997 - December 1997
Merck Frosst Canada Ltd. January 1997 - April 1997
Education
Queen's University 2001 — 2002
MBA
University of Waterloo 1994 — 1999
Honours B.Sc.
RBC Capital Markets January 2012 - Present
RBC Capital Markets January 2008 - December 2011
RBC Capital Markets January 2005 - January 2008
Skills
Capital Markets, Equities, Securities
Education
Queen's University 1994 — 1998
RBC Capital Markets May 2011 - Present
Nomura Securities June 2009 - May 2011
Barclays Capital 2008 - 2009
Lehman Brothers April 2005 - 2008
US Army 2004 - 2005
Computer Associates 2002 - 2003
Lucent Technologies July 1999 - August 2002
Skills
Sybase, Electronic Trading, Fixed Income, Trading Systems, Credit Derivatives, Derivatives, Capital Markets, Low Latency, JMS, Multithreading, SQL, Solaris, Unix, Interest Rate..., Market Data, Trading, Options
Education
Rensselaer Polytechnic Institute 1996 — 1999
RBC Capital Markets June 2009 - Present
BB&T Capital Markets November 2006 - May 2009
Education
Randolph-Macon College 2003 — 2006
BNP Paribas August 2011 - Present
Citigroup October 2010 - August 2011
RBC Capital Markets December 2008 - May 2010
Bear Wagner Specialists 2007 - 2008
Bloomberg L.P. July 2000 - September 2007
Skills
.NET, Agile Methodologies, C#, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FX Options, Financial Risk, Low Latency, Market Data, Software Development, Trading Systems
Education
Rochester Institute of Technology 1996 — 2000
Master's Degree
BTIG LLC April 2010 - Present
RBC Capital Markets January 2008 - April 2010
Fimat 2005 - 2007
Morgan Stanley 2003 - 2005
State Street Global LInk 2000 - 2003
Bank of Montreal 1990 - 1994
Bank of Montreal 1990 - 1994
Education
York University - Schulich School of Business 1985 — 1987
MBA
Queen's University 1981 — 1985
Bachelor of Arts, Economics
RBC Capital Markets CommissionerNYS Division of Housing & Community RenewalSeptember 1995 - December 2006
Education
Rensselaer Polytechnic Institute
MS, Urban & Environmental Studies
The College of Saint Rose
RBC Capital Markets May 2000 - Present
RBC Capital Markets May 2000 - June 2008
Muller / Interactive Data May 1998 - May 2000
Benchmark Computer Solutions November 1996 - May 1998
Education
Queens College 1994 — 1996
BA, Computer Scince
RBC Capital Markets August 2014 - Present
Citi February 2004 - July 2014
UBS Investment Bank February 2001 - February 2004
Skills
Fixed Income, Equities, FINRA, Securities, Management, Capital Markets, Hedge Funds, Financial Services, Wealth Management, Investments
Education
University of Phoenix 2009 — 2016
Bachelor’s Degree, Business Administration and Management, General
Queensborough Community College 2005 — 2008
Associate’s Degree, Business Administration and Management, General
RBC Capital Markets June 2010 - Present
Education
University of Toronto - Rotman School of Management 2007 — 2009
Queen's University 1997 — 2001
B.Sc, Engineering
SGS Overbrook Group 2008 - Present
Moodys Investor Services January 2007 - December 2007
RBC Capital Markets February 2004 - January 2007
American Stock Exchange 2001 - 2004
NASD August 1993 - December 2001
Philadelphia Stock Exchange 1982 - 1993
Skills
Securities, Options, Equities, Series 63, Capital Markets, Financial Services, Financial Markets, Series 7, Trading, FINRA, Portfolio Management, Securities Regulation, Equity Trading, Hedge Funds, Derivatives, Fixed Income, Investments, Trading Systems, Risk Management, FX Options, Financial Regulation, Electronic Trading, AML, Alternative Investments
Education
Rowan University 1974 — 1978
Bloomberg LP January 2014 - Present
S&P DOW JONES INDICES July 2008 - December 2013
Pershing April 1998 - February 2008
RBC Capital Markets November 1996 - March 1998
Skills
Trading, Microsoft Excel, Financial Modeling, Maintaining..., Validation, Indexing, Equity Trading, Commodity, Market Data, ETFs, Portfolio Management, Index Funds, Market Making, Proprietary Trading, Quantitative Analytics, Stocks, Commodity Markets, Financial Markets, Equities, Risk Management, Financial Risk, Bloomberg, Options, Fixed Income, Electronic Trading, Trading Systems, Capital Markets
Education
Rowan University 1993 — 1996
Bachelor's degree, Business Administration and Management, General
Darwin Capital Management April 2009 - Present
Public Table Restaurants August 2013 - Present
RBC Capital Markets June 2008 - April 2009
Bear Stearns & Co. August 2005 - September 2008
Fulcrum Global Partners November 2001 - August 2005
Gruntal & Co. October 1999 - November 2001
Janney Montgomery Scott LLC December 1995 - October 1999
Olde Equity Research May 1994 - December 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Finance, Economics
Cypress Capital Management February 2015 - Present
RBC April 2014 - December 2014
RBC April 2012 - April 2014
RBC Capital Markets October 2010 - April 2012
Manulife Financial June 2008 - July 2010
UBS Investment Bank May 2007 - September 2007
EnCana October 1999 - May 2004
Skills
Portfolio Management, Capital Markets, Financial Modeling, Valuation, Financial Analysis, Investments, Finance, Equities, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Strategy
Queen's University 1995 — 1999
Bsc (Eng), Geology Geophysics Engineering
CIBC April 2013 - Present
TD Securities August 2008 - April 2013
TD Securities September 2004 - August 2008
Numerix January 2003 - September 2004
RBC Capital Markets February 2000 - January 2003
BMO Capital Markets July 1998 - January 2000
BMO Capital Markets September 1997 - July 1998
Skills
Banking, Risk Management, Retail Banking, Commercial Banking, Fixed Income, Capital Markets, SDLC, Business Analysis
Education
Queen's University
Master's degree, Physics
University of Toronto - University of Trinity College
Bachelor of Applied Science (B.A.Sc.), Physics and Mathematics
UBS Securities LLC July 2013 - Present
RBC Capital Markets February 2007 - July 2013
Credit Suisse 2004 - 2007
Lehman Brothers 1999 - 2003
Skills
Pharmaceutical Industry, Biotechnology, Investment Banking, Healthcare, Private Equity, Capital Markets, LBO, Valuation, Equities, Corporate Finance, Pharmaceutics, Hedge Funds, Financial Modeling, Corporate Development, Venture Capital, Due Diligence, IPO, Leveraged Finance, M&A experience, Private Placements, Alternative Investments, Emerging Markets, Financial Structuring, Equity Capital Markets, Equity Valuation, Capital Raising, Mergers & Acquisitions, Business Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Accounting
Rice University
B.A.
Washington University in St. Louis School of Law
J.D.
Dynamic Funds May 2013 - Present
RBC Capital Markets March 2003 - March 2013
Brown Brothers Harriman 1999 - 2003
BCA Research 1994 - 1999
Skills
Equities, Macroeconomics, Investment Strategies, Economics, Equity Research, Hedge Funds, Fixed Income, Financial Markets, Asset Allocation, Capital Markets, Alternative Investments, Asset Management, Bonds, Commodity, ETFs, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, FX Options, Financial Analysis, Financial Modeling, Global Macro, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Portfolio Management, Private Equity, Quantitative Analytics, Quantitative Finance, Securities, Series 63, Series 7, Strategy, Structured Products, Trading, Trading Strategies, Valuation, Wealth Management
Education
Queen's University 1990 — 1993
Ph.D. (A.B.D.), Economics
University of Manitoba 1986 — 1990
B.A. (hons.), Economics
RBC Capital Markets October 2010 - Present
Credit Suisse May 2009 - October 2010
Lehman Brothers January 2008 - December 2008
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2007
Morgan Stanley 1996 - 2004
Education
Queen Mary University of London 1989 — 1992
City of London Freemen's 1984 — 1989
Danes Hill
BMO Capital Markets February 2014 - Present
BMO Capital Markets February 2013 - February 2014
RBC Capital Markets February 2011 - February 2012
Bennett Best Burn LLP September 2009 - January 2011
Sun & Partners Professional Corporation July 2007 - February 2009
Paul Lee & Associates September 2005 - February 2007
Skills
Civil Litigation, Commercial Litigation, Business Law, Securities Law, Policy drafting, Securities Regulation, Legal Writing, Policy Writing, Mergers & Acquisitions
Education
Queen's University 2002 — 2005
Juris Doctor
University of Toronto - University College 1999 — 2002
Bachelor of Commerce
Axiom SL December 2013 - Present
AxiomSL August 2010 - December 2013
RBC Capital Markets February 2006 - May 2010
RBC Capital Markets February 1995 - January 2006
Burns Fry Hoare Govett, Inc September 1991 - February 1995
Skills
Finance, Accounting, Financial Accounting, Management, Product Control, Financial Audits, Variance Analysis, Proprietary Trading, Project Planning, Fixed Income, Capital Markets, Equities, Derivatives, Investment Banking, Risk Management
Education
Queen's University 1974 — 1978
Bachelor of Commerce, Accounting
York University 1979 — 1980
Accounting
RBC Capital Markets April 2015 - Present
Yellow Pages / Pages Jaunes – Canada October 2014 - May 2015
John Lewis IT July 2014 - September 2014
Channel 4 July 2013 - July 2014
Lloyds Banking Group February 2013 - July 2013
North Highland UK February 2012 - July 2013
Telefónica, S.A. February 2012 - February 2013
LTSB November 2010 - December 2011
Home Office June 2010 - November 2010
SThree plc December 2009 - May 2010
Skills
Data Analysis, Requirements Analysis, Project Management, Management, Business Analysis, Business Intelligence, Business Process, Stakeholder Management, Project Delivery, Business Process..., Requirements Gathering, SDLC, CRM, Change Management, Analysis, Software Documentation
Education
IIBA 2012 — 2012
Business Analysis Diploma, Business Analysis, Pass
APM GROUP 2009 — 2010
PRINCE 2
Royal Holloway, University of London 2001 — 2005
Bachelor of Science (BSc), Management, 2:1
New Horizons
The Heathland School
A Levels, A-Levels
3M September 2015 - Present
3M January 2014 - Present
3M April 2012 - 2014
3M January 2008 - April 2012
3M 2004 - 2007
3M 2002 - 2004
RBC Capital Markets 2000 - 2001
ARTHUR ANDERSEN (Official) 1995 - 2000
GE 1989 - 1995
GE 1987 - 1989
Skills
Cross-functional Team..., Product Development, New Business Development, General Management, Senior Executive..., Six Sigma, Leadership, Marketing, Sales, Competitive Analysis, Strategic Planning, Start-ups, Management, Strategy, P&L Management, Business Strategy, Business Development, Marketing Strategy, Supply Chain, Account Management
Education
University of Chicago 1990 — 1993
MBA
Rensselaer Polytechnic Institute 1983 — 1987
BSEE
St. Paul Academy
High School
CPP Investment Board February 2009 - Present
RBC Capital Markets April 2007 - June 2008
RBC Capital Markets July 2002 - April 2007
DBRS July 1996 - July 2002
Skills
Fixed Income, Derivatives, Capital Markets, Bonds, Hedge Funds, Bloomberg, Valuation, Credit Analysis, Financial Analysis, Financial Risk, Investment Management, Investments, Risk Management, Credit Risk, Portfolio Management, Banking, Financial Services, Private Equity, Alternative Investments, Financial Markets, Credit, Strategic Financial..., Financial Modeling
Education
Queen's University 1992 — 1996
Bcomm, Finance and Accounting
Queen's University 1992 — 1996
Bachelor of Commerce (BCom)
Queen's University 1992 — 1996
bcom, Accounting and Finance
Skanska Infrastructure Development February 2015 - Present
RBC Capital Markets September 2007 - February 2015
KPMG Corporate Finance September 2004 - August 2007
Credit Lyonnais Securities Asia May 2003 - May 2004
Education
The University of British Columbia 2002 — 2003
DAP, Accounting
Queen's University 1997 — 2002
BSc, Computer Science
St. George's 1990 — 1997
Ontario Ministry of Finance December 2014 - Present
Goodwill Industries of Toronto, Eastern, Central and Northern Ontario June 2014 - Present
Toronto Atmospheric Fund October 2007 - Present
Ontario Ministry of Economic Development, Employment, and Infrastructure January 2012 - December 2014
Renewed Computer Technologies / Computers for Schools Ontario January 2002 - May 2014
MaRS Discovery District October 2011 - March 2013
Fiera Capital / Sceptre Investment Counsel January 2004 - November 2010
RBC Capital Markets October 2000 - December 2003
Deloitte Consulting June 1994 - October 2000
Skills
Financial Statement..., Financial Analysis, Investments, Equities, Asset Management
Education
Queen's University 1993 — 1994
B.A., Economics
Queen's University 1989 — 1993
B.Sc., Engineering Physics
Thomson Reuters September 2014 - Present
The Westfield Leader February 2014 - August 2014
RBC Capital Markets August 2006 - November 2011
UBS Investment Bank February 2004 - July 2006
Citigroup 1993 - 2003
Skills
Equities, Capital Markets, Equity Capital Markets, IPO, Asset Management, Series 7, Investments, Investor Relations, Equity Research, Deal Execution, Secondary Offerings, Securities, Finance, Trading, Strategy, Mutual Funds, Series 63, Equity Offerings, Business Journalism
Education
Baruch College - City University of New York
MBA, Business Administration & Policy
Rowan University
BA, Communications - specialization in Public Relations/Journalism
RBC Capital Markets
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Equities, FX Options, Electronic Trading, Trading Systems, Credit Derivatives, Hedge Funds, Trading, Structured Products
Education
Queen's University 1979 — 1980
Master of Arts (M.A.), Economics
Hydro One Limited and Hydro One Inc, July 2015 - Present
Sun Life Inc. and Sun Life Assurance Company of Canada December 2013 - Present
Investment Industry Regulatory Organization of Canada - IIROC September 2012 - Present
Agrium Inc. August 2014 - August 2015
Merrill Lynch Canada April 2006 - October 2013
Merrill Lynch Pierce Fenner & Smith 2003 - 2006
Merrill Lynch September 2000 - September 2003
RBC Capital Markets September 1984 - August 2000
Skills
Investment Banking, Strategic Financial..., Capital Markets, Equities, Series 7, Fixed Income, Financial Analysis, Series 24 and 63, Finance, Financial Risk, Investments, Portfolio Management, Financial Planning, Financial Services, Mergers & Acquisitions, Strategy, Corporate Finance
Education
York University - Osgoode Hall Law School 1979 — 1983
Juris Doctorate JD, Law
York University - Schulich School of Business 1979 — 1983
Master of Business Administration (MBA)
Queen's University 1975 — 1979
Hons B.Sc., Biology, General
RBC Capital Markets March 2002 - Present
Global Crossing Telecommunications, Inc December 1997 - March 2001
Skills
Project Management, Troubleshooting, Vendor Management, Networking, SDLC, Management, Strategic Planning
Education
Roger Williams University 1992 — 1996
Bachelor's degree, Communication and Media Studies
RBC Capital Markets July 2012 - Present
RBC Capital Markets August 2011 - July 2012
CIBC World Markets May 2010 - September 2010
Chubb Insurance 2004 - 2009
Skills
Equity Research, Equities, Investment Banking, Business Strategy, Derivatives, Financial Modeling, FX Options, Valuation, Capital Markets, Corporate Finance, Bonds, Financial Analysis, Private Equity
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
Queen's University
B.Comm, Finance
RBC Capital Markets March 2012 - Present
RBC September 2010 - March 2012
RBC September 2008 - August 2010
Rogers Communications Inc. June 2008 - August 2008
Skills
Public Relations, Marketing Communications, Media Relations, Internal Communications, Communications Planning, Social Media, Corporate Communications, Crisis Communications, Strategic Communications, Speech Writing, Press Releases, Reputation Management, Event Management, Investor Relations
Education
Seneca College of Applied Arts and Technology 2007 — 2008
Graduate Certificate, Corporate Communications and Public Relations
Queen's University 2004 — 2007
BAH, Economics
RBC Capital Markets 2010 - 2012
Citigroup July 2000 - September 2009
J.P. Morgan 1998 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Settlement, Equities, Risk Management, Structured Finance, Derivatives
Education
City University of New York-Queens College
BA, Economics - Honors in Financial Economics
Chan Rana CPA September 2013 - Present
York Governance September 2009 - Present
RBC Capital Markets February 2009 - September 2010
Ontario Teachers' Pension Plan February 2007 - August 2009
Anu Rana, C.A. 2003 - 2007
Anu Rana, C.A. 1991 - 2003
Skills
In Depth Tax Course, Cooperative Certificate..., Accounting, Strategic Planning, Business Planning, Business Strategy, Management Consulting, Real Estate, Financial Reporting, Internal Controls, Corporate Tax Planning, Financial Modeling, Finance, Auditing, Leadership, Valuation, Analysis, Risk Management, Banking, Tax, Process Improvement, Enterprise Risk..., Budgets
Education
Queen's University 1986 — 1989
Bachelors of Commerce, Accounting
Institute of Chartered Accountants of Ontario
Chartered Accountant, Certified Public Accountant
Institute of Chartered Accountants of Ontario
In-Depth Tax
PwC April 2015 - Present
Sapient Global Markets January 2014 - April 2015
RBC Capital Markets August 2011 - January 2014
Skills
Commodity Markets, C++, Valuation, Structured Trade, VBA, Matlab, Excel, Capital Markets, Endur, CFA candidate, Oil&Gas, Python, AVS Scripting, CUDA, Chartered Financial..., Microsoft Excel, Commodity, Quantitative Finance, Market Data, Business Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2011
PhD, computer graphics, data compression
Sichuan University 2004 — 2008
Bachelor's degree, Computer Software Engineering
RBC Capital Markets 1997 - Present
Deloitte & Touche 1994 - 1997
Education
Queen's University 1990 — 1994
BComm, Commerce
RBC Capital Markets November 2010 - November 2012
RBC Capital Markets July 2006 - November 2010
RBC Capital Markets July 2005 - July 2006
Skills
Interest Rate..., Capital Markets, Valuation, Bloomberg, Trading, Fixed Income, Derivatives, Equities, Investment Banking, Credit Derivatives, FX Options, Trading Systems, Bonds, Options, Asset Management, Financial Modeling, Swaps, Electronic Trading, Structured Products, Equity Derivatives, Financial Markets, Hedge Funds, Equity Research, Market Risk, Quantitative Finance
Education
Queen's University 2000 — 2005
Bachelor's degree, Economics
Queen's University 2000 — 2004
Bachelor of Applied Science (BASc), Computer Engineering
RBC Capital Markets July 2012 - Present
Dresser-Rand September 2010 - June 2012
GE Energy January 2007 - August 2010
GE Energy January 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Six Sigma, Lean Manufacturing, Process Improvement, Gas Turbines, Process Engineering, Investment Banking, Energy, Business Process..., Analysis, Due Diligence
Education
Rice University 2010 — 2012
MBA, Master of Business Administration
Texas A&M University 2002 — 2006
Bachelor of Science, Engineering Technology - Manufacturing & Mechanical
PwC Canada October 2014 - Present
Queen's University October 2013 - May 2014
Global China Connection September 2012 - April 2014
RBC Capital Markets August 2012 - September 2013
Queen's School of Business October 2012 - April 2013
Enactus May 2011 - April 2013
Changfeng Energy Inc. May 2012 - July 2012
PricewaterhouseCoopers May 2011 - June 2011
ViXS Systems Inc. 2009 - 2009
Skills
Research, Data Analysis, Microsoft Excel, Microsoft Office, Leadership, Team Leadership, Team Management, PowerPoint, Corporate Tax, Tax Accounting
Education
Queen's University 2010 — 2014
BComm, Commerce
Unionville High School 2006 — 2010
RBC Capital Markets January 2011 - Present
Hydro One June 2008 - August 2008
Weisman Consultants Inc. September 2004 - June 2007
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance, Real Estate
Queen's University 2000 — 2004
BSc, Civil Engineering
AGF Investments Inc January 2015 - Present
RBC Capital Markets April 2010 - December 2014
Deloitte & Touche September 2006 - March 2010
Skills
Financial Analysis, Equity Research, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Analysis, Equities, Due Diligence
Education
Queen's University 2002 — 2006
BCOMM, Commerce
RBC Capital Markets June 2002 - Present
Skills
Fixed Income, Currency, Capital Markets, Investment Banking, Equities, Derivatives, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Trading Systems, Hedge Funds, Trading, Equity Research, Private Equity
Education
Queen's University 1987 — 1991
Bachelor of Commerce (BCom), Finance, General
RBC Capital Markets July 2006 - Present
A.G. Edwards January 1996 - July 2006
OppenheimerFunds January 1991 - January 1996
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Trading, Operations Management, Customer Service, Project Management, Social Networking, Office Administration, Office Management, Microsoft Office
Education
Regis University 1999 — 2004
Bachelor of Arts (B.A.), Organzation Development
RBC Capital Markets January 2014 - Present
RBC Capital Markets June 2011 - December 2013
Bank of Montreal May 2008 - June 2011
Bank of Montreal December 2007 - May 2008
BMO Capital Markets November 2003 - December 2007
BMO Capital Markets January 1999 - September 2002
Skills
Vendor Management, Project Management, Capital Markets, Project Planning, Contract Negotiation, Analysis, Business Strategy, Leadership, Management, New Business Development, Derivatives, Portfolio Management, Business Analysis, Communication, Strategy, Risk Management, Financial Services, Process Engineering and..., Financial Analysis,..., Project Management..., Marketing Strategy &..., Contract Negotiations, Dodd Frank, Non-profit Volunteering, Volunteering
Education
Institute of Chartered Accountants of Ontario
Chartered Professional Accountant
Wilfrid Laurier University 2001 — 2004
MBA, Accounting
Society of Management Accountants of Ontario
Certified Management Accountant, Accounting
Queen's University 1992 — 1996
Honours Bachelor of Arts
Morgan Stanley October 2013 - Present
Citi April 2012 - August 2013
RBC Capital Markets February 2011 - April 2012
Morgan Stanley 2006 - 2009
Prudential Financial 2000 - 2006
Financial Software Systems 1998 - 2000
XRT 1997 - 1998
Skills
Credit Risk, Derivatives, Counterparty Risk, Market Risk, Quantitative Finance, FX Options, Commodity, Exchange Traded..., Interest Rate..., Equity Derivatives, Business Analysis, Electronic Trading, Fixed Income, Credit Derivatives, Trading Systems, Swaps, Structured Products, Options, Capital Markets, Equities
Education
Virginia Polytechnic Institute and State University 1996 — 1997
Physics
Rensselaer Polytechnic Institute 1994 — 1996
MS, Physics
Millersville University of Pennsylvania 1990 — 1994
BS, Physics
RBC Capital Markets September 1993 - Present
Skills
Series 7, Municipal Bonds, Series 53, FINRA
Education
Radford University - College of Business and Economics 1987 — 1991
Bachelor of Business Administration (BBA), Finance
RBC Capital Markets April 2014 - Present
StormHarbour Securities May 2009 - March 2014
Citi June 1998 - May 2009
Skills
Trading, Capital Markets, Middle Office, Financial Markets, Equities, Emerging Markets, Bonds, Series 63, Derivatives, Credit Derivatives, Securities, Alternative Investments, Hedge Funds, Fixed Income, Asset Management, Series 7, Structured Products, Bloomberg, Structured Finance, CDS, ABS, Credit
Education
Ramapo College of New Jersey
Bachelor's Degree, Finane
Scotiabank Global Banking and Markets 2007 - 2014
CIBC World Markets 2004 - 2007
RBC Capital Markets 1996 - 2004
PwC 1993 - 1996
Skills
Financial Structuring, Equity Derivatives, Accounting, Regulatory Requirements, Leadership, Corporate Tax, Banking, Finance, Structured Products, Treasury, Financial Analysis, Capital Markets, Derivatives, Equities, Structured Finance
Education
Queen's University
Bachelor of Commerce (B.Com.), Accounting and Finance
RBC Capital Markets December 2014 - Present
RBC Capital Markets September 2013 - November 2014
RBC Capital Markets May 2010 - August 2013
UBC Faculty of Land and Food Systems September 2009 - April 2010
Skills
Data Analytics, Trading Systems, Equities, Data Warehousing, Agile Methodologies, SQL, KDB, StreamBase, DataStage, Financial Reporting, Microsoft SQL Server, Market Data, Data Mining, Java, Derivatives, Capital Markets
Education
Queen's University
Master’s Degree, Management Analytics
The University of British Columbia
Bachelor’s Degree, Computer Science & Economics