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
RBC Capital Markets September 2015 - Present
TAP Advisors January 2015 - September 2015
Skills
Research, Microsoft Office, Financial Modeling, Financial Analysis, Public Speaking, Modern Portfolio Theory, Market Research, Microsoft Access, STATA, Mandarin, Analysis
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Finance
Washington University in St. Louis 2010 — 2014
BSBA, Finance and Economics & Strategy Double Major
The Chinese University of Hong Kong 2011 — 2011
International Business
Shanghai Jiao Tong University 2010 — 2010
Advanced Business Chinese
St. John's School 2004 — 2010
Triumph Motorcycles Limited September 2014 - July 2015
Trumpet & Horn March 2014 - September 2014
P3R Publicity February 2013 - February 2014
Anthropologie November 2012 - February 2013
Entertainment Management Group June 2012 - January 2013
Versace May 2011 - September 2011
PaperCity Magazine January 2011 - May 2011
RBC Capital Markets May 2009 - August 2009
Skills
Public Relations, Social Media, Event Planning, Social Media Marketing, Fashion, Digital Marketing, Press Releases, Marketing, Sales, Sponsorship, Strategic Public..., Brand Management, Brand Development, Manage Client..., Facebook, Social Networking, Microsoft Excel, PowerPoint
Education
Southern Methodist University 2008 — 2012
Bachelor's degree, Convergence Journalism
Barrington High School
FDM Group July 2015 - October 2015
RBC Capital Markets July 2013 - August 2013
Sheridan College September 2012 - February 2013
RBC Capital Markets March 2012 - July 2012
Skills
Project Management, Teamwork, Business Analysis, SDLC, Visio, SQL, Access, Unity3D, Git, C#, Java, HTML, HTML5, JavaScript, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, CSS, Mobile Applications, Windows, Linux, .NET
Education
Sheridan College 2010 — 2013
Systems Analyst, Computer Systems Technology, 3.12 GPA
Google July 2014 - Present
RBC Global Asset Management August 2011 - July 2014
AME Learning May 2011 - August 2011
York University May 2010 - May 2011
DesignAxiom Ltd. December 2008 - July 2009
RBC April 2008 - August 2008
Alfield Industries September 2007 - January 2008
RBC Capital Markets January 2007 - May 2007
Martinrea International June 2006 - September 2006
Skills
Web Design, Programming, User Interface Design, Web Development, HTML, Flash Animation, CSS, Technical Support, PHP, Flash, Branding & Identity, Servers, JavaScript, CMS, Systems Analysis, Training, Digital Strategy, XML, SEO, Project Management, User Experience Design, jQuery, Agile Methodologies, HTML 5, WordPress, User Experience, Web Analytics, Business Analysis, MySQL, Dreamweaver, Troubleshooting, Interaction Design, Photoshop, SDLC, C#, Requirements Analysis, Database Design, Google Tag Manager, Google Adwords, Dynamic Remarketing, Remarketing, Start-ups, Start-up Ventures, Google Products, Conversion Tracking, Technical Writing, Google Analytics, HTML5
Education
York University 2009 — 2012
Bachelor's degree, Philosophy
Sheridan College 2005 — 2008
Advanced Diploma: Computer Systems Technology - Systems Analyst
Wells Fargo Securities August 2014 - Present
RBC Capital Markets May 2013 - August 2014
TD December 2009 - May 2013
Beacon Federal December 2008 - December 2009
Lehman Brothers September 2005 - December 2005
Skills
Financial Modeling, Corporate Finance, Accounting, Valuation, Research, Credit Analysis, Credit, Credit Risk, Portfolio Management, Loans, Financial Statement..., Asset Based Lending, Financial Analysis, Capital Markets, Banking, Risk Management, Commercial Banking, Financial Structuring, Due Diligence, Commercial Lending, Finance, Financial Risk, Syndications, Financial Markets, Financial Services, Mergers, Loan Origination, Debt Restructuring, Fixed Income, Underwriting, Investment Banking, Structured Finance, Bloomberg, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Accounting and Finance, 3.74
Siena College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Westhill
RBC Capital Markets December 2014 - Present
RBC Capital Markets July 2014 - December 2014
Barclays Investment Bank January 2012 - June 2014
Barclays Investment Bank September 2008 - December 2011
Lehman Brothers July 2005 - September 2008
Skills
Investment Banking, Equity Capital Markets, Financial Institutions, Capital Markets, Equities, Derivatives, Structured Products, Fixed Income, Hedge Funds, Emerging Markets, Bloomberg, Structured Finance
Education
Skidmore College 2001 — 2005
BS, Business Administration and Management, General
The Taft School 1999 — 2001
RBC Capital Markets May 2015 - Present
RBC September 2011 - May 2015
RBC July 2010 - September 2011
RBC December 2007 - July 2010
Canadian Tire 2003 - 2007
George Brown College 2006 - 2006
City of Mississauga 2006 - 2006
Skills
Windows, ITIL, Troubleshooting, Computer Hardware, Network Administration, Technical Support, Hardware, IT Service Management, Active Directory, Process Improvement, Incident Management, Service Delivery, Information Technology, Service Desk
Education
Seneca College of Applied Arts and Technology 2004 — 2007
Diploma, Information Technology, 3.8
Advisors Asset Management, Inc. June 2011 - Present
Beneficial Bank September 2010 - April 2011
Commerce Capital Markets August 2007 - November 2008
RBC Capital Markets 2000 - 2004
Legg Mason 1996 - 1999
Tucker Anthony 1993 - 1996
Merrill Lynch 1990 - 1993
Skills
Bonds, Finance, Fixed Income, Investments
Education
Saint Joseph's University 1986 — 1990
BS, Finance
Saint Joseph's University 1986 — 1990
Bachelor's degree, Finance, General
RBC November 2014 - Present
Deloitte June 2014 - October 2014
Deloitte March 2011 - May 2014
Thindata 1:1 October 2009 - March 2011
Nightingale Informatix February 2007 - September 2009
RBC Capital Markets May 2005 - February 2007
CIBC World Markets September 2003 - December 2004
Skills
IT Strategy, Product Development, Optimization, SDLC, Integration, Software Project..., Business Analysis, Visio, Requirements Analysis, Business Process..., Program Management, SQL Server, .NET, Process Engineering, UML, VB.NET, SQL, Visual Basic, MS Project, Team Leadership, Project Planning, Process Improvement, Management Consulting, Software Development, Product Management, Enteprise Data..., Healthcare Information..., Public Sector, Enterprise Portfolio..., Web Development, Databases, Business Process..., Business Strategy, Strategic Consulting, Software Implementation, PMP, Strategy, Project Management, Microsoft SQL Server, Outsourcing, Enterprise Software, PMO, Management, Data Migration, Business Process, Requirements Gathering, Project Portfolio..., Solution Architecture, Business Intelligence
Education
University of Toronto 2011 — 2014
Masters of Information Systems & Design
Project Management Institute
PMP, Project Management Professional Certification
Sheridan College
Diploma, Computer Science
University of Toronto
Honours B.Sc, Computer Science
Yelp March 2014 - Present
RBC Capital Markets June 2012 - March 2014
Stevens Institute of Technology October 2011 - December 2011
Corel Corp February 2008 - December 2010
Shanghai Chinips Hi July 2006 - January 2008
Skills
Java, C++, Spring, Object Oriented Design, Data Mining, Core Java, Python, Apex Programming, Requirements Analysis, spring framework, Agile Project Management, parallel programming, concurrent programming, Data Structures, complexity analysis, Algorithm Design, Software Design Patterns, PL/SQL, XML Schema, Business Intelligence, Data Warehousing, Microsoft SQL Server, Data Visualization, JavaScript, Visualforce Pages, Salesforce.com...
Education
Stevens Institute of Technology 2011 — 2012
Master's degree, Computer Science
Shanghai University 2002 — 2006
bachelor, electric engi
RBC Capital Markets 2012 - Present
Corel Corporation 2007 - January 2011
Skills
Win32, STL, Object Oriented Design, Multithreading, C++, Database Development, PL/SQL
Education
Stevens Institute of Technology 2010 — 2012
master, computer science
Shanghai University 2002 — 2006
bachelor, Electrical engineering
RBC Capital Markets January 2011 - Present
Seneca College of Applied Arts and Technology May 2009 - April 2011
Seneca College of Applied Arts and Technology January 2010 - December 2010
Education
Seneca College of Applied Arts and Technology 2009 — 2011
RBC Capital Markets January 2013 - Present
RBC Capital Markets April 2012 - August 2012
CIBC September 2011 - December 2011
Industrial Alliance Insurance and Financial Services Inc, Toronto May 2009 - September 2009
RESOLVE August 2007 - December 2007
Skills
Java, CSS, JavaScript, SQL, C#, PHP, MongoDB, Play Framework, jQuery, Kendo, Eclipse, Objective-C, Agile Methodologies, Programming, HTML 5, MySQL, HTML, iOS development, AJAX, Web Services, Unix, XML, Git, Software Documentation, ASP.NET, Web Applications, Microsoft SQL Server, Visual Studio
Education
Sheridan College 2009 — 2012
Software and Networks Engineering
John Cabot CSS 2007 — 2009
Moelis & Company July 2015 - Present
Moelis & Company April 2014 - June 2015
RBC Capital Markets July 2013 - April 2014
SMU May 2012 - May 2013
SMU May 2012 - May 2013
Markit June 2012 - August 2012
Brand Protection Agency November 2011 - May 2012
Skills
Finance, Management, Microsoft Excel, Research, Data Analysis, Financial Modeling, Leadership, Investment Banking, Financial Analysis, Mergers & Acquisitions, Hedge Funds, Analysis
Education
Southern Methodist University 2009 — 2013
BBA Finance with Alternative Asset Management Specialization, BS Management Science
Washington University in St. Louis
High School Summer Scholars Program
McCallie
Nudy Patooty Inc. January 2013 - Present
RBC Capital Markets June 2007 - November 2011
Skills
Series 7, Series 63, Series 55, Canadian Securities..., Canadian Securities..., Canadian Securities...
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Post-Graduate Certificate, International Business
The University of Western Ontario 2002 — 2006
Bachelor of Arts (B.A.), Honors History
RBC Capital Markets May 2012 - Present
AGF Investments Inc November 2011 - April 2012
Manulife Financial 1998 - 2011
Skills
ETL, Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis
Education
Seneca College of Applied Arts and Technology
Computer Programing, Database Design and Development
University of Sarajevo
Mechanical Engineering
RBC Capital Markets 2014 - Present
Audiobooks.com May 2012 - April 2014
Keyora Inc September 2010 - June 2011
STOTT PILATES November 2009 - September 2010
Mindblossom December 2008 - May 2009
Skills
Google Analytics, Google Adwords, Mobile Web Design, HTML + CSS, HTML5, XHTML, JavaScript, AJAX, jQuery, PHP, CSS, CSS3, SEO, MySQL, Linux, Web Development, Web Design, JSON, User Experience, Agile Methodologies, Firebug, HTML 5, Web Applications, Facebook API, LAMP, Web 2.0, JSP, XML, Apache, Mobile Applications, Responsive Web Design, User Interface Design, User Interface, User Experience Design, User-centered Design, Crystal Reports, COBOL, Ubuntu, Web Standards, Front-end, Accessibility, E-commerce, Cross-browser..., Google API, Web Analytics, Photoshop, ActionScript, Responsiveness, Website Development, Advanced CSS
Education
Seneca College of Applied Arts and Technology 2005 — 2008
BSD, Software Development, Web Development
Seneca College of Applied Arts and Technology 2003 — 2005
CPD, Software Development, Web Development, Internet, Computer, Networking
RBC Capital Markets 2011 - Present
Credit Agricole CIB 2008 - 2011
ORIX 2006 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Leveraged Finance, Portfolio Management, LBO, Financial Analysis, Bloomberg, Financial Structuring, Credit Analysis, DCF Valuation, Business Valuation, Competitive Analysis, Due Diligence, Private Equity
Education
Southern Methodist University - Cox School of Business 2001 — 2006
B.B.A Finance, B.A. Psychology
Dissolve April 2014 - Present
Freelance / Open for new opportunities January 2014 - Present
MacLaren McCann May 2012 - November 2013
Your Workplace magazine March 2011 - December 2012
RBC Capital Markets April 2012 - April 2012
Trigger October 2011 - January 2012
Solas Energy Consulting Inc. February 2011 - October 2011
Corbis/Veer March 2008 - January 2011
EAC 2010 - 2011
Solas Energy Consulting Inc. September 2010 - December 2010
Skills
Trafficking, Metadata, Digital Photography, Adobe Bridge, Photoshop, Content Strategy, Content Management, Content Development, Copy Editing, Indexing, Database Administration, Web Applications, Writing, Adobe Acrobat, Microsoft Word/Track..., Fact-checking, Punctuation, Proofreading, Social Media, Technical Writing, Web Content, Creative Writing, Copywriting, Blogging, Research, SEO, Publishing, Magazines, Photo Editing, Microsoft Office, Newspaper, QuarkXPress, Newsletters, Production, Adobe Creative Suite, Layout, Editing, Editorial, Newspapers
Education
Sheridan College 1996 — 1997
Diploma, Journalism
Western University 1991 — 1995
B.A., English
RBC Capital Markets July 2014 - Present
Trinsic Group June 2013 - Present
McCombs School of Business July 2011 - May 2013
SunTx Capital Partners June 2012 - August 2012
ORIX USA Corporation January 2010 - May 2011
ORIX USA Corporation July 2007 - January 2010
Skills
Financial Modeling, Investments, Marketing Strategy, Valuation
Education
The University of Texas at Austin 2011 — 2013
MBA
Southern Methodist University 2003 — 2007
BBA Finance, BA Spanish, Cum Laude
Jesuit College Preparatory 1999 — 2003
RBC January 2015 - Present
john st. May 2014 - December 2014
RBC Wealth Management May 2011 - April 2013
RBC Capital Markets May 2010 - August 2010
Skills
Equities, Trading Systems, Bloomberg Terminal, Microsoft Office, ThomsonOne, Fidessa, Leadership, Trading, Retail Branding, Brand Management, Advertising, Management, Analysis, Social Media, Digital Marketing, Social Media Marketing, Time Management, Marketing Communications, Customer Service
Education
Seneca College of Applied Arts and Technology 2013 — 2014
BRAND MANAGEMENT GRADUATE PROGRAM, Marketing
The University of Western Ontario 2008 — 2012
Honours Bachelor of Management and Organizational Studies (BMOS), Finance Specialization
St. Michael's College School 2002 — 2008
High School Diploma, Honours
RBC Capital Markets October 2015 - Present
Financial Industry Regulatory Authority May 2013 - Present
National Grid August 2009 - April 2013
Mitsubishi UFJ Securities (USA), Inc. November 2008 - April 2009
Skills
Energy Markets, Commodity Markets, Energy, Bloomberg, Trading, Financial Analysis, Risk Management, Financial Risk, Commodity, Microsoft Excel, Finance, Regulatory Compliance, Financial Risk..., FINRA
Education
Siena College 2004 — 2008
Bachelor's degree, Finance
Siena College 2004 — 2008
Bachelor of Science (B.S.), Finance
RBC Capital Markets November 2013 - Present
RBC Capital Markets July 2013 - November 2013
RBC Capital Markets June 2012 - August 2012
TGG Accounting May 2011 - August 2011
Skills
Financial Analysis, Bloomberg, Financial Modeling, Market Research, Microsoft Excel, Investments, Loans, Accounting, Valuation, Corporate Finance, Economics, Equities, Finance, Due Diligence, Bloomberg Terminal, PowerPoint
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Goldman Sachs Asset Management June 2014 - Present
RBC Capital Markets January 2012 - June 2014
RBC Capital Markets January 2010 - December 2011
RBC Capital Markets August 2008 - December 2009
MetLife May 2007 - August 2008
Skills
Hedge Funds, Client Services, Custodial Services, Lending, Bloomberg, Valuation, Equities, Capital Markets, Investments, Risk Management, Series 7, Securities, Series 6, Series 63, Onboarding
Education
Seton Hall University 2003 — 2007
Bachelor of Science (B.S.), Economics
RBC Capital Markets May 2010 - Present
Scotiabank November 2000 - April 2010
Skills
Websphere, Sybase, SDLC, SQL, XML, Unix, Java Enterprise Edition, Agile Methodologies, Software Development, Java, SOA, Requirements Analysis, Web Services, DB2, Enterprise Architecture, Databases, JavaScript
Education
South China University of Technology
Droit Financial Technologies, LLC March 2014 - Present
RBC Capital Markets May 2012 - November 2013
UBS Investment Bank 1990 - 2011
Skills
Fixed Income, Investment Banking, MBS, Credit Derivatives, Capital Markets, Swaps, Interest Rate..., Hedge Funds, Electronic Trading, Derivatives, Bloomberg, CDS, Market Data, Series 7, Rates, Trading, Series 63, Equity Derivatives, Bonds, Securities, Trading Systems, Financial Markets, Emerging Markets, Alternative Investments, FX Options
Education
Southern New Hampshire University 1986 — 1990
economics and finance
TD Securities August 2014 - Present
RBC Capital Markets November 2013 - April 2014
The Jonah Group March 2013 - October 2013
TD SECURITIES December 2010 - December 2012
IT Source Solutions November 2008 - November 2010
Merrill Lynch February 2008 - October 2008
Finansia Inc. November 2004 - January 2008
W.H. STUART MUTUALS October 2003 - October 2004
Skills
Java Enterprise Edition, Java, SDLC, SQL, UML, Business Analysis, Servlets, Weblogic, JDBC, Spring, OOP, JSP, Eclipse, Software Development, Microsoft SQL Server
Education
Shiraz University 1985 — 1989
BSc, Computer Science
Itaú Unibanco November 2014 - Present
JPMorgan Chase May 2014 - November 2014
RBC Capital Markets June 2013 - May 2014
UBS Investment Bank November 2012 - March 2013
SAC Capital October 2011 - October 2012
GE Capital January 2011 - June 2011
Skills
Finance, Accounting, Banking, Capital Markets, Dodd-Frank, Bloomberg, Leadership, Investment Banking, KYC, Trading, Investments, Financial Markets, Financial Analysis, Cash Management, Hedge Funds, Due Diligence, Financial Reporting, Financial Modeling, Corporate Finance, Valuation, Treasury, Account Reconciliation, Analysis, AML, OFAC, Financial Regulation, Risk Management, Team Management, Purchasing, Cash Flow, Risk Assessment, World Check, Client Relations Skills, Treasury Management, Onboarding, Dodd-Frank Title VII, Compliance, Client On-boarding, Markit, Investment Banks, Contract Negotiation -..., Wire Transers, ACH Transfers, Cash Position, Wall Street Systems, Treasury Operations, GoldTier, DNBi Credit Reporting..., Client Outreach, Enhanced Due Diligence
Education
Southern New Hampshire University 2007 — 2009
MBA, Business Administration & Certificate in Finance
Southern New Hampshire University 2003 — 2007
BS, Finance and Accounting
Castle Building Centres Group Ltd. July 2015 - Present
HOOPP October 2006 - March 2015
RBC Capital Markets September 2001 - October 2006
Beutel Goodman Real Estate Group November 1999 - January 2001
Kirkor Architects & Planners January 1996 - November 1999
Skills
SharePoint, Vendor Management, Disaster Recovery, Project Management, Budgets, Data Center, Change Management, Risk Management, Business Process..., Requirements Analysis, Project Planning, Governance, Analysis, Program Management, Business Analysis, Requirements Gathering, Leadership, Visio, Administration, Customer Service, Management, Process Improvement, Microsoft Office, Business Process, Problem Solving, Event Planning
Education
Seneca College of Applied Arts and Technology 1991 — 1993
Diploma, Executive Office Administration, High Honours
Get Out There Communications Inc. July 2004 - Present
Marissa Schroder & Associates September 2001 - July 2004
RBC Capital Markets June 1999 - September 2000
Skills
Social Media Marketing, Marketing Communications, Social Media, Advertising, Public Relations, Media Relations, Corporate Communications, Sponsorship, Marketing Strategy, Event Management, Integrated Marketing, Copywriting, Email Marketing, Digital Marketing, Event Planning, Marketing, Public Speaking, Publishing, Facebook, Magazines, Sports Marketing, Leadership, Fundraising, Video, Strategic Communications, Brand Management, New Media, Brand Awareness, Newsletters, Sports, Blogging, Social Networking, Sales, Brand Development, Content Strategy, Advertising Sales
Education
The University of Western Ontario 1995 — 1998
Bachelor of Arts (B.A.), Media, Information and Technoculture
Sheridan College 2000 — 2001
Post-Graduate Certificate, Corporate Communications
St. Mildred's Lightbourn School
RBC Capital Markets March 2014 - Present
Citco (Canada) Inc July 2013 - February 2014
Citco (Canada) Inc January 2011 - June 2013
Alan Weisbrod Chartered Accountant January 2010 - April 2010
Clancy & Company Chartered Accountants January 2009 - April 2009
Skills
Financial Reporting, Pricing Validation, PnL Management, Hedge Funds, Risk Management, Varience Analysis, Stress Analysis, Advanced Excel Data..., Bloomberg, VBA, Macro, SQL
Education
University of Toronto 2008 — 2010
Master of management and professional accountant, Accounting, Finance and Managment
South China Agricultural University 2004 — 2008
Bachelor, Finance and Economics
RBC Capital Markets July 2014 - Present
Apollo Tutors February 2013 - Present
Southern Methodist University May 2013 - May 2014
RBC Capital Markets June 2013 - August 2013
VMG Health August 2012 - December 2012
HBK Capital Management May 2012 - August 2012
Scholastic Success December 2010 - May 2012
Parkland Hospital May 2011 - August 2011
Skills
Asset Managment, Hedge Funds, Bloomberg, Outlook, Valuation, Research, Financial Reporting, SQL, Asset Management, Private Equity, Portfolio Management, Strategy, DCF, Investment Banking, Equity Research, Bloomberg Terminal, Economics, Microsoft Excel
Education
Southern Methodist University 2010 — 2014
Finance, Biology, Alternative Asset Management
Hebron High School 2006 — 2010
RBC Capital Markets June 2008 - Present
Tejas Securities Group, Inc. February 2005 - June 2008
Alvarez and Marsal June 2000 - July 2003
PwC July 1998 - June 2000
Education
Southern Methodist University
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
RBC Capital Markets March 2014 - Present
RBC January 2010 - March 2014
RBC Royal Bank January 2009 - April 2009
Protrans Personnel February 2007 - December 2008
HIG Ontario Inc. June 2004 - January 2007
Canadian Tire February 2002 - May 2004
Skills
C#, ASP.NET Web API, ASP.NET MVC, Web Services API, .NET, ASP.NET, JavaScript, Entity Framework, MVC Architecture, T-SQL, Telerik Controls, Kendo, SDLC, Databases, SQL, Java, Systems Analysis, HTML, VB.NET, Quality Assurance, Team Leadership, Software Documentation, VBA, Agile Methodologies, C++, Perl, Unit Testing, WebFOCUS, Integration Testing, Microsoft SQL Server, MKS Integrity, Microsoft Reporting..., XML, Requirements Analysis, Web Applications, Tortoise SVN, AngularJS, WPF
Education
Seneca College of Applied Arts and Technology 2008 — 2011
CPA, Computer Programming
West Humber Collegiate Institute 2000 — 2002
High School (Grade 12)
St. Josephs Boys School 1988 — 2000
High School (Grade 10)
Ancor Capital October 2007 - Present
Southwest Securities 2002 - 2007
RBC Dain Rauscher 1980 - 2001
RBC Capital Markets 1980 - 2001
Education
Southern Methodist University - Cox School of Business 1979 — 1980
MBA, Finance
The University of Texas at Austin 1975 — 1979
BS, Business Communications
RBC Capital Markets June 2011 - Present
Deutsche Bank August 2009 - June 2011
Barclays Capital February 2000 - August 2009
Oxford Alumni Association 2004 - 2007
JP Morgan Securities 1997 - 1999
JP Morgan Investment Management 1997 - 1998
Education
University of Oxford - Said Business School 1999 — 2000
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1997
MS/BS, Finance/Economics
Freehold Boro High School 1989 — 1993
High School Diploma, High School
Morgan Stanley July 2015 - Present
RBC Capital Markets October 2010 - June 2015
Bear Stearns September 1999 - December 2008
First Albany Capital February 1996 - September 1999
Education
Siena College 1994 — 1998
BBA, Accounting
RBC Capital Markets July 2015 - Present
Southern Methodist University January 2015 - May 2015
Southern Methodist University August 2012 - May 2015
VMG Health September 2014 - January 2015
RBC Capital Markets June 2014 - August 2014
Capview Partners March 2013 - May 2014
First Allied Securities May 2013 - August 2013
Dedman Center for Lifetime Sports January 2012 - March 2013
U.S. Pretrial Services May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Accounting, Time Management, Team Leadership, Sports Management, Legal Research, Sales, Research, PowerPoint, Microsoft Office, Financial Modeling, Data Analysis, Leadership, Market Research, Teamwork, Social Media, Accounting
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance with a Specialization in Alternative Asset Management
RBC Capital Markets August 2015 - Present
CPP Investment Board May 2015 - August 2015
RBC Capital Markets December 2012 - May 2015
FXCM December 2011 - November 2012
FXCM November 2009 - November 2011
Skills
Finance, FX Options, Account Reconciliation, Payment Systems, Training, Fundamental Analysis, Operations Management, Treasury, Trading, Collateral Management, Financial Markets
Education
Simon Fraser University
Bachelor of Arts, Sociology & Cultural Anthropology
RBC Capital Markets May 2012 - Present
JF Hillebrand Global Beverage Logistics May 2010 - May 2012
North Bay Regional Health Centre (NBRHC) August 2008 - March 2010
J. Jill May 2006 - December 2008
West Elm August 2005 - May 2006
Education
San Diego State University-California State University 2001 — 2004
Bachelor of Arts (B.A.), Design and Applied Arts
Santa Rosa Junior College 1998 — 2001
Associate of Arts (A.A.)
Ethoca April 2015 - Present
RBC Capital Markets September 2013 - December 2014
JBLDATA.COM - An Up-close and Personal Blog 2003 - 2014
VMware January 2013 - July 2013
VMware Inc. February 2011 - January 2013
VMware Inc. May 2007 - February 2011
VMware Inc. January 2007 - May 2007
VMware Inc. August 2005 - December 2006
Skills
Linux, Virtualization, Perl, VMware, Software Development, VMware ESX, Cloud Computing, Integration, Microsoft SQL Server, Disaster Recovery, Enterprise Architecture, System Administration, Apache, vSphere, Requirements Analysis, Process Improvement, SQL, JavaScript, Cloud Application..., AJAX, Storage Area Networks, Shell Scripting, TCP/IP, Tools Development, Process Documentation, Disaster Recovery..., Server Infrastructure..., Production Deployment..., Infrastructure..., Revision Control, RESTful Architecture, Documentation Planning, User Interface..., Automation, Release Management, DevOps, Ruby, Cygwin
Education
BMC Education Services
Hands On Technology Transfer, Inc.
Global Knowledge
VMware
University of Toronto
CNTLC - Computer Network and Telecommunications Learning Centre
Seneca College of Applied Arts and Technology
York-Finch Hospital - Co-operative Education Program
RBC Capital Markets March 2014 - Present
Metro Bound Inc. / Compucom April 2013 - March 2014
Region of Peel December 2012 - April 2013
RBC Capital Markets September 2011 - September 2012
Skills
Active Directory, Windows Server, Windows 7, Troubleshooting, Blackberry Enterprise..., Group Policy, Technical Support, Business Analysis, Customer Service, Management, Team Leadership, Leadership, Requirements Analysis
Education
Sheridan College 2009 — 2013
Advanced Diploma, Computer Engineering Technology/Technician
IBERIA Capital Partners May 2013 - Present
RBC Capital Markets June 2012 - May 2013
IBERIA Capital Partners June 2011 - July 2011
IBERIABANK June 2010 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Equities, Investments, Due Diligence, Equity Research, Fixed Income, Bloomberg, DCF, Private Equity, Business Valuation, LBO
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance and Accounting
St. Martins Episcopal School 2004 — 2008
RBC Capital Markets Summer AnalystRBC Real Estate Capital PartnersJune 2014 - August 2014
Morgan Stanley Wealth Management May 2012 - August 2012
Northeast Energy Partners May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Salesforce.com, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Data Analysis, Capital IQ, Investments, Valuation, Equity Research, DCF, Investment Banking, LBO, Hedge Funds, Finance, Capital Markets
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Salisbury School 2008 — 2011
High School
Fidelity Investments May 2015 - Present
Fidelity Investments October 2012 - April 2015
Toronto Stock Exchange August 2009 - October 2012
RBC Capital Markets June 2011 - November 2011
RBC Royal Bank June 2006 - August 2009
CIBC Bank July 2005 - June 2006
Skills
Electronic Trading, Market Data, Equity Trading, Equities, Trading Systems, Options, Capital Markets, Business Analysis, Technical Analysis, Trading, Financial Markets, Derivatives, Low Latency, Securities, Fixed Income, Financial Services, Order Management, Bloomberg, Exchange Connectivity, SOR, Relationship Management, FX Options, Equity Derivatives, Market Structure, Algo, Systems Analysis, Fidessa, Market Risk, SDL Tridion, Settlement, Financial Risk, Reference Data, Investment Banking, FIX, Vendor Relationships, Web Development, Web Applications, BPMN, Business Process..., FINRA, Prime Brokerage, FX trading, Business Operations, Alternative Trading..., Java Enterprise Edition, JSP, VB.NET
Education
Global Knowledge Institute 2010 — 2010
Understanding of Networking Fundamentals, Computer Systems Networking and Telecommunications
Sheridan College 2001 — 2004
Computer Programming, Computer Science
Central Peel Secondary 1999 — 2001
Secondary School diploma, Computer Science
RBC Royal Bank January 2010 - Present
RBC Capital Markets September 2003 - January 2010
Skills
Human Resources, Employee Engagement, Professional..., Project Management, Onboarding, Recruiting
Education
Sheridan College 2003 — 2003
Human Resources Management
The University of Western Ontario 1999 — 2002
BA, Psychology
St. Mildreds Lightbourn School 1992 — 1999
Northeast Bank July 2011 - Present
Taymil Partners LLC February 2005 - September 2011
RBC Capital Markets 2004 - 2005
Simmons College August 2003 - September 2004
Skills
Event Planning, Mortgage Lending, Public Speaking, Analysis, Banking, Microsoft Excel, PowerPoint, Customer Service, Nonprofits, Microsoft Office, Program Management, Research, Social Media, Financial Analysis, Underwriting, Property Management, Management
Education
Simmons College 1998 — 2002
BA, Spanish and Economics
Universidad Panamericana 2000 — 2001
State Farm May 2010 - Present
RBC Capital Markets March 2008 - August 2009
Skills
Insurance, Sales, Time Management, Customer Service, Licensed Property &..., Customer Retention, Marketing, CRM, Licensed Life & Health..., Social Media, Management, Microsoft Office, Business Planning, Customer Satisfaction, Sales Management, Direct Sales, Passion for Success, Series 6, Series 63, Twitter, Facebook, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Microsoft Word
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics, 3.47
The University of Queensland 2009 — 2009
Study Abroad
Manheim Township High School 2002 — 2006
High School
RBC Capital Markets April 2015 - May 2015
Parliament of Canada August 2012 - January 2013
Parliament of Canada June 2011 - August 2011
Old Log Church Museum May 2009 - August 2009
Northwestel May 2008 - August 2008
Skills
Research, Public Policy, Report Writing, Data Analysis, Policy Analysis, Leadership, Public Speaking, Policy, Management, International Relations, Microsoft Word, Political Campaigns, Team Leadership, Social Media, Microsoft Excel, Teamwork, Politics, Policy Research, Anti Money Laundering, Customer Service, Cash Handeling, Microsoft Office, PowerPoint
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Graduate Certificate, Financial Services Compliance Administration (with Honours)
Canadian Securities Institute (CSI)
The King's University 2007 — 2012
Bachelor’s Degree, Politics, History, and Economics
RBC Capital Markets August 2012 - Present
FIS - Fidelity Information Services May 2002 - August 2012
CIBC January 2008 - December 2008
The Reynolds and Reynolds Company July 1999 - May 2002
Skills
Solaris, Servers, Oracle, Subversion, Integration, SDLC, Wise Packaging Studio, Confluence, JIRA, Application Lifecycle..., Disaster Recovery, Databases, Troubleshooting, Software Documentation, Testing, Unix, User Acceptance Testing, Vendor Management, Requirements Analysis
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Computer Programming and System Analysis
Goldman Sachs February 2013 - Present
Bank of America October 2011 - February 2013
RBC Capital Markets June 2005 - September 2011
RBC Capital Markets June 2004 - May 2005
UBS August 2002 - May 2004
Morgan Stanley (legacy Salomon Smith Barney) January 2001 - May 2001
Skills
Cash Flow Forecasting, Loans, Debt, Securitization, Financial Modeling, Intex Desktop, Intex, Stratification, Credit, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Strategy & Entrepreneurship
Charles University - Prague, Czech Republic 2010 — 2010
MBA Summer Abroad, Economics, Strategy
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance; Double Minor in Accounting and Sociology
RBC Capital Markets August 2014 - Present
Moody's Investors Service June 2012 - August 2014
Moody's Investors Service November 2010 - June 2012
Deutsche Bank September 2010 - October 2010
Standard & Poor's October 2009 - September 2010
Petrofix January 2009 - March 2009
Standard Chartered Bank September 2008 - November 2008
Metrix December 2004 - July 2007
Skills
Derivatives, Fixed Income, Bloomberg, Hedge Funds, Quantitative Analytics, Equities, Credit Derivatives, Financial Modeling, Quantitative Finance, Financial Engineering, Capital Markets, Portfolio Management, Investment Banking, Equity Research, Credit Risk, MBS, Structured Products, Options, Monte Carlo Simulation, Valuation, Financial Risk
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
MFE, Financial Engineering
Seoul National University 2007 — 2008
Master, Economics
Seoul National University 1999 — 2005
BA, Economics
NorthMarq Companies March 2004 - Present
RBC Capital Markets 1998 - 2001
Skills
Social Media, Copywriting, Corporate Communications, Marketing Communications, Social Media Marketing, Editing, Email Marketing, Internal Communications, Web Content, Web Content Management, Web Project Management, Publishing
Education
Saint Mary's University of Minnesota 1994 — 1997
BA, English - Writing & Publishing
TMC Financing July 2013 - Present
M Social Media Marketing 2011 - July 2013
Winchester Carlisle Companies 2009 - 2011
RBC Capital Markets 2006 - 2009
GE Capital 2004 - 2006
Skills
Social Media, Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Program..., Marketing Communications, social media planning, Communications Planning, Brand Management, Brand Development, Social Media Strategist, Strategic Planning, Marketing Management, Social Networking, Online Advertising, Lead Generation, Advertising, Web Analytics, Digital Strategy, Public Relations, Start-ups, B2B, Content Strategy, Market Planning, Trade Shows, Website Development
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Finance, Marketing
The Ohio State University 1999 — 2004
BA, Journalism
Northern Pacific Group September 2012 - Present
Norwest Equity Partners February 2007 - September 2012
RBC Capital Markets 1986 - 2005
Skills
Private Equity, Start-ups, Venture Capital, Management, Restructuring, Telecommunications, Executive Management, Financial Modeling, Management Consulting, Strategy, Corporate Finance, Mergers & Acquisitions, Entrepreneurship, IPO, Strategic Planning, Emerging Markets, Investments, Portfolio Management, Business Strategy, Capital Markets, Alternative Investments, Product Development, Due Diligence, Business Development, Hedge Funds, Growth Capital, Investor Relations, Angel Investing, Mezzanine, Mergers, Joint Ventures, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance & Strategic Planning
Southern Methodist University 1977 — 1981
Bachelors of Science, Economics
RBC Capital Markets July 2009 - Present
PwC July 2006 - July 2009
Skills
CPA
Education
Southern Illinois University, Carbondale
Master's degree, Accounting
RBC Capital Markets January 2013 - Present
RBC Capital Markets May 2012 - December 2012
RBC Capital Markets May 2011 - September 2011
RBC Capital Markets September 2010 - December 2010
Halton Region January 2010 - May 2010
Skills
Java, CSS, SQL, MVC, Spring, Struts2, JDBC, J2EE, JSTL, JSP, Unix Shell Scripting, AJAX, JavaScript, jQuery, jQuery UI, Data Analysis, Market Data, JIRA, User Interface Design, HTML/XML, Hibernate, SDLC, UML, Requirements Gathering, Databases, Struts, Java Enterprise Edition
Education
Sheridan College 2009 — 2011
Computer Systems Technology - Systems Analyst
Credit Suisse April 2014 - Present
RBC Capital Markets March 2012 - April 2014
Major Law Firms July 2009 - February 2012
Law Offices of Harald Westendorf, Esq March 2009 - August 2011
Columbus Community Legal Services August 2007 - December 2007
United States Attorney's Office for the District of Columbia June 2007 - August 2007
The Honorable Odessa Vincent, Superior Court of the District of Columbia August 2006 - October 2006
Research Assistant to Professor Peter B. Rutledge June 2006 - October 2006
District Office of California State Senator Liz Figueroa May 2004 - July 2004
Skills
French, Italian, Legal Research, Litigation, Legal Writing, Commercial Litigation, International Law, Criminal Law, Westlaw, Immigration Law, Family Law, Mediation, Corporate Law, Courts, Legal Assistance, Civil Litigation, Political Science
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
J.D.
Santa Clara University 2001 — 2005
Bachelor of Science, Political Science
JPMorgan Chase August 2013 - Present
RBC Capital Markets November 1999 - September 2001
Montgomery Securities May 1995 - November 1999
Skills
Equities, Series 7, Microsoft Excel, Investment Banking, Securities, Series 63, Investments, Hedge Funds, Asset Management, Travel Arrangements, Calendaring, Mergers & Acquisitions, Financial Analysis
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Saint Ignatius College Prep May 2013 - Present
Dunne Team January 2005 - Present
RBC Capital Markets June 2002 - December 2004
Robertson Stephens 1996 - 2002
Robert W. Baird September 1990 - March 1995
Prudential Securities 1988 - 1990
Mervyns 1985 - 1988
Mobil Oil 1981 - 1984
Skills
Financial Analysis, Valuation, Competitive Analysis, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Securities, Investment Management, Finance, Equities, Financial Modeling, Equity Research, Management, Asset Management, Analysis, Private Equity, Investment Strategies
Education
University of Southern California 1983 — 1984
MBA, Finance/Economics
San Diego State University-California State University 1979 — 1981
BS, Finance
BNYMellon January 1997 - May 2014
Westpac May 1995 - January 1997
RBC Capital Markets August 1994 - April 1995
HSBC June 1989 - August 1994
AIG August 1986 - June 1989
Societe Generale May 1985 - August 1986
Continental Bank March 1984 - May 1985
Irving Trust Company May 1979 - March 1984
Skills
Foreign Exchange, Currency, Financial Markets, Capital Markets, Hedge Funds, FX Options, Portfolio Management, Financial Services, Business Analysis, Risk Management, Trading, Banking, Financial Analysis, Derivatives, Treasury, Investments, Finance, Investment Banking, Fixed Income, Equities, Bloomberg, Securities, Bonds, Hedging
Education
Siena College
BS, Marketing
RBC Capital Markets 1996 - Present
Bank of Montreal May 1994 - March 1996
Education
University of Toronto 1985 — 1992
Ph.D, Mathematics
Shanghai Jiao Tong University 1978 — 1984
B. Sc and M.Sc, Applied Mathematics
Jefferies & Company, Inc. January 2004 - Present
RBC Capital Markets August 1999 - January 2004
Jefferies & Company, Inc. January 1993 - August 1999
Skills
Private Equity, Valuation, Investment Banking, Venture Capital, Capital Markets, Mergers & Acquisitions, Private Placements, Corporate Finance, Corporate Development, Energy, Investor Relations, Strategy, Restructuring, Management Consulting, Financial Modeling
Education
Southern Methodist University 1986 — 1990
BS, Economics
TD Bank Group April 2014 - Present
Scotiabank August 2013 - March 2014
TD Bank Group September 2011 - August 2013
RBC Capital Markets October 2010 - September 2011
Algorithmics Inc. April 2009 - October 2010
Algorithmics Inc. April 2007 - April 2009
Algorithmics Inc. May 2005 - April 2007
Skills
Market Risk, Basel II, Derivatives, Capital Markets, Credit Risk, Stress Testing, Risk Management, Quantitative Finance, VBA, Financial Risk, Financial Modeling, Fixed Income, VAR, Enterprise Risk..., C++, Python, Risk Analysis, Quantitative Analytics, Economic Capital, Interest Rate..., Operational Risk, Counterparty Risk, FX Options
Education
York University - Schulich School of Business 2003 — 2005
MBA with Distinction, Financial Engineering
Southwest Jiaotong University 1993 — 1996
Master, Civil Engineering
Southwest Jiaotong University 1989 — 1993
Bachelor with Honours, Civil Engineering
RBC Capital Markets January 2008 - Present
Education
Lancashire University 1995 — 1996
Shenzhen University 1993 — 1995
Bachelor's Degree, Electronics Engineering
RBC Capital Markets 2012 - Present
RBC Capital Markets November 2010 - February 2012
CGI 2009 - 2010
CGI 2006 - November 2009
Celestica 2000 - 2005
Skills
Problem Management, Incident Management, Release Management, ITIL, SDLC, BMC Remedy, Service Delivery, IT Service Management, Requirements Gathering, Production Support, Service Desk, Business Requirements, WebSphere MQ, IT Strategy, PMO, IT Operations
Education
Brock University
Urban & Environmental Planning
Sheridan College
Community & Transportation Planning
RBC Capital Markets 2006 - January 2013
Clear to Close, Inc. August 2004 - August 2006
Skills
Investment Banking, Financial Modeling, Finance, Corporate Finance, Capital Markets, Financial Analysis, Due Diligence, Investments, Business Analysis, Project Management, Process Improvement, Business Valuation, Compensation & Benefits, Compensation Strategies, Headcount Management, Financial Reporting, Budget Management
Education
Saint Mary's University
Master of Business Administration (M.B.A.)
ABG Sundal Collier June 2010 - Present
Ernst & Young January 2010 - June 2010
RBC Capital Markets July 2007 - January 2010
Bank of America August 2002 - July 2007
Morgan Stanley Dean Witter December 1997 - April 2001
Skills
Derivatives, Risk Management, Financial Services, Financial Analysis, Financial Modeling, Hedge Funds, Market Risk, Investment Banking, Due Diligence, Investments, Portfolio Management, Fixed Income, Financial Risk, Finance, Equities, Valuation, Operational Risk..., Regulatory Compliance, Capital Markets
Education
CFA Institute 2002 — 2005
CFA, Financial Analysis
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1993 — 1997
Bachelor of Journalism, Photojournalism
Gross Securities Corp. February 2014 - Present
Investors Group March 2008 - February 2014
Parkway21 Consulting January 2005 - June 2008
Travelex Commercial FX January 2006 - December 2006
Greenfield Foreign Exchange June 2005 - December 2005
Parkway Consulting June 2002 - December 2004
RBC Capital Markets April 1987 - March 2002
Bank of America, Canada May 1982 - February 1987
Skills
FX, Risk, Hedging, Financial Planning, Trading, Analysis, Options, Portfolio Management, Financial Analysis, Wealth Management, Fixed Income, Strategic Planning, Investments, FX Options
Education
PHLX Foreign Currency Options Course
CSI: Canadian Securities Course
CSI: Conduct and Practices Handbook Course
CSI: Partners, Directors and Senior Officers Course
Seneca College of Applied Arts and Technology
RBC Capital Markets March 2012 - Present
JP Morgan Chase January 2009 - March 2012
JPMorgan Chase March 2006 - January 2008
Skills
Bloomberg, Credit, Derivatives, Cash Management, Relationship Management, Sales, Negotiation, Pricing, Acquisitions, Research, Fixed Income, Series 7, Series 63, Structured Products, High Yield, Emerging Markets, Investment Banking, Investments, Equities, Loans
Education
Southern Connecticut State University 2000 — 2004
Economics, Business
New Century Capital Partners, Inc. November 2010 - Present
Mangrove Partners LLC December 2008 - November 2010
RBC Capital Markets March 1996 - October 2008
Skills
Mergers, Investment Banking, Corporate Development, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Private Placements, IPO, M&A experience, Financial Modeling, Capital Markets, Investments, Equities, LBO, Financial Structuring, Leveraged Finance, Emerging Markets, Business Valuation, Divestitures, Equity Research, Capital Raising, Alternative Investments, Growth Capital, Hedge Funds
Education
Southern Methodist University - Cox School of Business 1992 — 1995
BBA, Finance
University of Michigan 1991 — 1992
Ransom Everglades School 1987 — 1991
PNC Capital Markets February 2015 - Present
RBC Capital Markets June 2007 - January 2015
Susquehanna International Group February 2005 - June 2007
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Derivatives, Capital Markets, Investment Banking, Bloomberg Terminal, Scenario Analysis, Series 7, Reconciliations, Bonds, Fixed Income Products, Securities, Finance
Education
Saint Joseph's University 2003 — 2007
B.S, Investment Finance
Maplelane Capital January 2014 - Present
RBC Capital Markets March 2010 - December 2013
Exis Capital Management August 2008 - September 2010
Fidelity Investments August 2007 - August 2008
Skills
Bloomberg
Education
Skidmore College 2002 — 2006
RBC Capital Markets December 2001 - Present
RBC Capital Markets 2001 - Present
Instinet November 1997 - May 2001
Education
South Dakota School of Mines and Technology 1986 — 1989
CIT March 2012 - Present
RBC Capital Markets July 2009 - March 2012
RBC Capital Markets May 2008 - August 2008
JPMorgan August 2003 - August 2007
JPMorgan Chase August 2001 - August 2003
Skills
Private Equity, Capital Markets, Corporate Finance, Investment Banking, Equities, Leveraged Finance, Financial Analysis, Finance, Credit Analysis, Cash Flow Lending, Equity Research, Risk Management, Middle Market, Valuation, Financial Modeling, Direct Lending
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Siena College 1997 — 2001
B.S., Finance
RBC Capital Markets March 2001 - Present
Skills
Bonds, Capital Markets, Derivatives, Finance, Financial Modeling, Fixed Income, Securities, Investment Banking, Structured Finance, Bloomberg, Valuation, Investments, Private Equity
Education
Southern Illinois University, Carbondale 1994 — 1998
Bachelor's Degree, Finance
RBC Capital Markets June 2010 - Present
Del Monte Foods 2009 - 2010
Bank of America 1999 - 2008
Skills
Competitive Analysis, Cross-functional Team..., Financial Modeling, Marketing, Marketing Communications, Marketing Strategy, Product Marketing, Strategy, Analytics
Education
Saint Mary's College of California 1992 — 1995
TD September 2014 - Present
Bank of Montreal, Capital Marekts September 2008 - November 2013
BMO Capital Markets May 2008 - September 2008
Morneau Sobeco November 2003 - May 2007
RBC Capital Markets 1985 - 2000
RBC Capital Markets 1985 - 2000
RBC Capital Markets 1985 - 2000
Skills
Fixed Income, Trading Systems, Project Delivery, Risk Management, Equities, Market Risk, Process Improvement, Change Management, User Acceptance Testing, Project Implementation, Project Planning, Project Coordination, Project Execution, Capital Markets - Back..., Problem Analysis, Problem Solving, Business Analysis, SDLC, Project Management, Banking, Financial Services
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Bachelor of Business Administration (B.B.A.)
Fireman's Fund Insurance Company August 2010 - Present
Winn Dixie Stores May 2009 - August 2010
Workplace Safety & Insurance Board January 2008 - December 2008
RBC Capital Markets July 2007 - December 2007
Bell Canada July 2006 - June 2007
OLG January 2006 - June 2006
Enbridge Gas Distribution December 2004 - December 2005
Carnation Software June 2001 - October 2004
China Unicom July 1999 - May 2001
Skills
QualityStage, InfoSphere, ETL, Teradata, Business Intelligence, Data Modeling, Data Warehousing, Unix, Data Integration, DB2, Cognos, SQL, SQL Server, Databases, Requirements Analysis, PL/SQL, Database Design, Visio, Data Analysis, Shell Scripting, Architecture, XML, Datastage, Enterprise Architecture, Solution Architecture, SDLC, AIX, Architectures, SOA, Microsoft SQL Server, Oracle, Enterprise Software, Requirements Gathering, Data Warehouse..., Systems Analysis
Education
Sichuan University
Bachelor, Informatics
University of Florida
MS, System Engineering
Strategic Wealth Partners June 2014 - Present
Candlewood Partners, LLC September 2009 - June 2014
SP&A Partners July 2009 - September 2009
P&M Corporate Finance August 2007 - February 2009
KPMG Corporate Finance 2002 - 2007
RBC Capital Markets July 1998 - October 2001
Dain Rauscher Wessels 1998 - 2001
Hoak Breedlove Wesneski 1997 - 1998
American Airlines Cargo Finance 1995 - 1997
Rauscher Pierce Refsnes 1990 - 1993
Skills
Corporate Finance, Financial Analysis, Business Valuation, Financial Modeling, Investment Banking, Business Strategy, Strategic Planning, Equities, Due Diligence, Healthcare, Capital Markets, Debt, Capital Formation, Mergers & Acquisitions, Due Dili, Private Equity, Restructuring, LBO, Finance, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1995
MBA, Finance
Southern Methodist University 1986 — 1990
BBA, Finance
RBC Capital Markets December 2013 - Present
Palatine Capital Partners January 2013 - November 2013
Dominium 2000 - January 2013
Josi May GmbH August 1998 - June 2000
Portfolio Invest Beratung, Management fuer Immobilien GmbH October 1997 - February 1998
The Keyes Company August 1995 - August 1997
Hyatt Regency June 1989 - November 1990
LBS Immobilien GmbH September 1988 - May 1989
London Hilton on Park Lane March 1988 - August 1988
Hilton am Tucherpark June 1985 - January 1988
Skills
Property Management, Asset Managment, Valuation, Commercial Real Estate, Financial Analysis, Investments, Real Estate, Asset Management, Disposition, Acquisitions, Portfolio Management, Apartments, Dispositions, Residential Homes, Investment Properties
Education
Southern Methodist University - Cox School of Business 1993 — 1995
BBA, Real Estate & Finance, 3.7
Miami-Dade Community College 1990 — 1993
Associate's degree, Business Administration, 3.78
Steigenberger Hotelfachschule - Bad Reichenhall 1984 — 1985
Hotel Management
Chateau Mont Choisi 1982 — 1983
Senior High School & Diploma of French Language of Alliance Francaise
RBC Capital Markets December 2011 - Present
Credit Agricole CIB June 2009 - December 2011
Citi May 2002 - March 2008
Citi July 1998 - May 2002
Skills
Trading, Sales, Portfolio Management, Investment Banking, Hedge Funds, Fixed Income, Equities, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Bonds, Options, Structured Products, Financial Markets
Education
Skidmore College 1994 — 1998
BA, Business
North Shore-LIJ Health System July 2015 - Present
Reval October 2013 - May 2014
RBC Capital Markets April 2013 - July 2013
CIBC August 2010 - March 2013
E*TRADE Financial August 2009 - August 2010
FINRA August 2007 - July 2009
ABN AMRO Asset Management (Guernsey) Limited 2005 - 2005
ABN AMRO Asset Management 2005 - 2005
Skills
ICU, Nursing, Registered Nurses, Patient Safety, Patient Education, Patient Advocacy, Securities, Fixed Income, Capital Markets, Financial Services, Series 7, Securities Regulation, Interest Rate Swaps, Equities, Hedge Funds, Bonds, AML, Treasury Management, Options, Bloomberg, Derivatives, Risk Management
Education
Stony Brook University 2014 — 2015
Bachelor of Science (BS), Accelerated Nursing/Registered Nurse
Siena College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Commerce Street Capital, LLC (Member FINRA/SIPC) January 2006 - Present
Commerce Street Investment Management January 2006 - Present
SAMCO Capital Markets Inc January 1998 - January 2006
RBC Capital Markets January 1998 - January 2006
Dain Rauscher Inc January 1994 - January 1998
RBC Capital Markets 1994 - 1998
RBC Capital Markets 1994 - 1998
RBC Capital Markets 1994 - 1998
Guaranty Bank January 1990 - January 1993
Guaranty Federal Bank January 1987 - January 1990
Skills
Capital Markets, Private Equity, Hedge Funds, Investments, Securities, Financial Analysis, Trading, High Yield, Bonds, Alternative Investments, Investment Banking, Valuation
Education
Southern Methodist University 1985 — 1987
Master of Business Administration (M.B.A.), Finance
Southern Methodist University - Cox School of Business 1985 — 1987
MBA, Finance
Wesleyan University 1975 — 1979
BA, Government
Wesleyan University
B.A, Government
Mritik Software Consulting Inc September 2014 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2008 - Present
Mritik Software Consulting Inc May 2011 - September 2014
Mritik Software Consulting Inc May 2008 - April 2010
Royal Bank of Canada July 2005 - May 2008
RBC Capital Markets 2005 - 2008
JP Morgan Chase February 2003 - June 2005
JPMorgan 2002 - 2005
Valtech January 2001 - July 2004
Skills
JMS, Sybase, Agile Methodologies, Java Enterprise Edition, Websphere, Weblogic, Spring, Hibernate, Oracle, Java, EJB, XML, UML, Web Services, JDBC, OOAD, JBoss Application Server, Servlets, Calypso, C#, SDLC, Software Development, DB2, Struts, Fixed Income, Unix, Capital Markets, XSLT, Distributed Systems, Integration, SOA, Market Data, Data Warehousing, Electronic Trading, Enterprise Architecture, Business Intelligence, Low Latency, Unix Shell Scripting, J2EE Application..., Back Office, Solution Architecture, Spring Framework, WebLogic, WebSphere
Education
Aptech Computers 1996 — 1998
Higher Diploma in Software Engineering, Computer Science
Sathyabama University 1994 — 1998
Bachelor of Engineering, Electronics and Computer Science
Shrine Vailankanni School 1990 — 1994
Grade 12, High School
Shrine Vailankanni Senior Secondary School 1990 — 1994
High School, Maths and Sciences
BBVA Compass March 2013 - Present
BBVA Compass October 2011 - February 2013
BBVA September 2003 - October 2011
RBC Capital Markets 2001 - 2003
Skills
Financial Modeling, Credit, Financial Analysis, Credit Analysis, Commercial Lending, Banking, Structured Finance, Treasury Management, Mergers & Acquisitions, Finance, Financial Services, Capital Markets, Loans, Portfolio Management, Credit Risk, Commercial Banking, Financial Structuring, Corporate Finance, Loan Origination, Cash Management, Asset Based Lending
Education
Southern Methodist University - Cox School of Business
BBA, Finance & Economics
Texas Tech University
Credit Suisse September 2014 - Present
RBC Capital Markets April 2012 - August 2014
Merrill Lynch 1987 - 2012
Skills
Capital Markets, Fixed Income, Alternative Investments, Structured Finance, Structured Products, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Equities, Bloomberg, Securitization, Financial Structuring, Bonds, ABS, Credit Derivatives, Leveraged Finance, CDO, Valuation, MBS, Swaps, Interest Rate..., CDS, Securities, CMBS
Education
Southern Methodist University
Master of Business Administration (MBA), Real Estate/Finance
The University of Oklahoma
Bachelor of Business Administration (BBA), Accounting and Finance
RBC Capital Markets February 2015 - Present
Scotiabank August 2013 - February 2015
Bank of America/Merrill Lynch Canada March 2008 - July 2013
CIBC April 2003 - March 2008
CBID System Inc. September 2001 - October 2002
Nurun Inc. July 2000 - July 2001
Zhejiang University May 1986 - August 1999
Skills
SDLC, Fixed Income, Business Analysis, Sybase, Investment Banking, Data Warehousing, Capital Markets, Business Intelligence, Trading Systems, Risk Management, Enterprise Architecture, Requirements Analysis
Education
Beijing University of Aeronautics and Astronautics
B.S., Engineering
Shanghai Jiao Tong University
Master of Science, Management Science
Moelis & Company February 2014 - Present
RBC Capital Markets August 2012 - January 2014
RBC Capital Markets February 2010 - August 2012
HFBE, Inc. July 2008 - February 2010
MonroeVos Consulting Group May 2007 - August 2007
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Mergers, Investments, Divestitures, Investment Banking, Financial Analysis, DCF, IPO, M, Capital IQ, Equity Valuation, Financial Markets, Series 7, Energy, Banking, Finance, Bloomberg, Capital Markets, LBO
Education
Southern Methodist University 2004 — 2008
BBA in Finance, Finance, Accounting, Economics
Southern Methodist University - Cox School of Business 2004 — 2008
BBA in Finance, with emphasis in Accounting
Bloomberg March 2010 - Present
RBC Capital Markets 2004 - 2008
Bartholomew & Co., Inc 1995 - 1999
Chapdelaine & Co. 1985 - 1994
Skills
Fixed Income, Bloomberg, Bonds, Trading, Capital Markets, Securities, Bloomberg Terminal, Asset Managment, Investments, Equities, Valuation
Education
Providence College
BS, Marketing
Seton Hall University
MBA, Finance
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
RBC Capital Markets April 2013 - Present
Banc of America Securities September 2008 - March 2013
UBS Investment Bank July 2004 - June 2008
Morgan Stanley October 2003 - May 2004
Skills
Fixed Income, Financial Modeling, Investment Banking, Derivatives, Series 7, Series 63, Bonds, Due Diligence, Banking, Finance, Project Finance, FINRA
Education
Skidmore College
RBC Capital Markets August 2014 - Present
RBC Capital Markets October 2010 - Present
Merge Healthcare January 2005 - October 2010
Cedara Software Corp. / Merge Healthcare September 2004 - December 2005
Cedara Software September 1999 - January 2005
AECL January 1997 - August 1999
Skills
SDLC, Agile Methodologies, Software Configuration..., ITIL v3 Foundations..., Configuration Management, Integration, Software Documentation, Software Project..., Unix
Education
Sheridan College 1997 — 1999
Computer Science Technology, Computer Science
Western University 1994 — 1998
Rosewood Management Corp. April 2012 - Present
Rosewood Management Corp. March 2009 - April 2012
RBC Capital Markets June 2006 - March 2009
Skills
Valuation, Equities, Due Diligence, Alternative Investments, Portfolio Management, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Equity Valuation, Finance
Education
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, BS, Finance, Economics w/ Financial Applications
Regan Capital, LLC March 2014 - Present
RBC Capital Markets December 2011 - February 2014
RBC Capital Markets July 2010 - December 2011
RBC Capital Markets January 2009 - July 2010
Education
Southern Methodist University - Cox School of Business 2006 — 2008
B.B.A., Finance
Southern Methodist University 2006 — 2008
B.S., Economics
Southern Methodist University 2006 — 2008
B.A., Public Policy
SunTrust Robinson Humphrey July 2012 - Present
HSBC Securities 2009 - 2012
RBC Capital Markets 2009 - 2009
Bear Stearns/J.P. Morgan 2007 - 2008
Bear Stearns 2006 - 2006
Skills
Foreign Exchange, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Series 7, Bloomberg, Capital Markets, Investment Banking, Alternative Investments, Structured Products, Derivatives, Securities Lending
Education
Spelman College 2003 — 2007
2007, Political Science
RBC Capital Markets October 2011 - June 2015
Perpetual Energy Systems July 2010 - July 2011
Citi July 2009 - June 2010
Citigroup June 2008 - September 2008
Shanghai Fosun High Technology Group February 2008 - June 2008
AstraZeneca October 2007 - January 2008
Sunoco, Inc June 2007 - September 2007
Education
University of Delaware 2005 — 2009
B.S, Finance, International Business
Shanghai University of Finance and Economics
Clearview Trading Advisors July 2014 - September 2015
Stephens Inc. May 2013 - May 2014
Tejas Securities Group, Inc. March 2010 - May 2013
RBC Capital Markets March 2003 - January 2010
Salomon Smith Barney (Citigroup Global Markets) March 2000 - March 2003
Skills
Structured Products, Fixed Income, Capital Markets, Structured Finance, Investments, Equities, Bloomberg, Hedge Funds
Education
Shippensburg University of Pennsylvania 1994 — 1998
B.S., Public Administration/Labor Relations
vanderbilt university master of economics September 2007 - Present
Keating Investments, LLC January 2009 - June 2009
UBS Wealth Management January 2009 - April 2009
RBC Capital Markets June 2008 - July 2008
Education
Vanderbilt University 2007 — 2009
Master of Economics, Economics
South China University of Technology 2003 — 2007
Bachelor, Computer Science
Great-West Life March 2012 - Present
CGI September 2009 - December 2009
Ontario Power Generation January 2009 - April 2009
RBC Capital Markets May 2008 - August 2008
CIBC September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Investments, Capital Markets, Quantitative Analytics, Economics, Risk Management, Fixed Income, Bloomberg, Microsoft Excel, VBA
Education
University of Waterloo 2006 — 2011
Bachelor of Mathematics (Hons), Financial Analysis & Risk Management
Singapore Management University 2010 — 2010
International Exchange Term
CFA Institute
RBC Capital Markets August 2013 - Present
Oppenheimer & Co. 2011 - 2013
HUILICAI INVESTMENT CO. LTD 2008 - 2009
CHINA MERCHANT SECURITIES (HK) CO.LTD. 2007 - 2008
HUILICAI INVESTMENT CO. LTD 2006 - 2007
Skills
Valuation, Investments, Equities, Financial Reporting, Mandarin
Education
Stephen M. Ross School of Business 2009 — 2011
Master, MBA
Santa Clara University - Leavey School of Business 2004 — 2006
Bachelor of Science, Finance, Finance, General
RBC Capital Markets July 1997 - Present
CIBC September 1994 - July 1997
Skills
Microsoft Office, Excel, Word, Customer Relations
Education
Seneca College of Applied Arts and Technology
Chemical Pharmaceutical Technology
RBC Capital Markets August 2011 - Present
RBC Capital Markets April 2011 - August 2011
Scotiabank December 2008 - June 2010
Skills
Middle Office, Bloomberg, Trading, Valuation, Portfolio Management, Fixed Income, Equities, Capital Markets, Investment Banking, FX Options, Derivatives, Financial Modeling, Securities, Precious Metals, Hedge Funds, Bonds, Equity Derivatives, Financial Analysis, Options, Investments, Commodity, Corporate Finance, Mutual Funds, Risk Management, Structured Products, Economics, Credit Analysis, Investment Strategies
Education
CSI 2011 — 2012
CSC, Securities
Seneca College of Applied Arts and Technology 2005 — 2008
Business Administration- Management
RBC Capital Markets 2014 - Present
Scotiabank Global Banking and Markets 2010 - 2013
HSBC Bank Canada 2005 - 2009
Macquarie Bank 2004 - 2005
RBC Capital Markets 2001 - 2004
Skills
Capital Markets, Structured Finance, Private Equity, Equities, Due Diligence, Hedge Funds, Mergers & Acquisitions, Risk Management, Credit, Loans, Corporate Law, Commercial Banking, Syndications, Derivatives, Fixed Income, Financial Modeling, Investment Banking, Credit Analysis
Education
University of Toronto 2012 — 2013
Master of Laws, Global Business Law and Securities Regulation Law
CFA
Simon Fraser University
MBA, Gold Medalist, Finance
The University of British Columbia
B. Comm (Honors), Accounting
Villhard Growth Partners May 2015 - Present
Merit Energy Company August 2013 - July 2014
Merit Energy Company August 2010 - August 2013
RBC Capital Markets May 2008 - August 2008
Hancock Securities Group May 2007 - August 2007
Saleeby & Associates May 2006 - August 2006
Skills
Financial Services, Financial Modeling, Finance, Investment Management, Project Management, Marketing, Financial Analysis, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation, Accounting, Investments, Microsoft Excel, Microsoft Office
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA), Finance and Strategy
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, BS, Finance, Economics w/ Financial Applications
RBC Capital Markets October 1991 - Present
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Valuation, Derivatives, Hedge Funds, Private Equity, Financial Modeling, Bloomberg, Equity Research, Corporate Finance, Structured Products, LBO, Equity Derivatives
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance, General
RBC Global Asset Management May 2015 - Present
RBC Capital Markets March 2014 - May 2015
RBC May 2013 - March 2014
THE KIT 2012 - 2014
Network Reporting and Mediation December 2010 - May 2013
The Kit December 2011 - February 2012
Budds' BMW November 2008 - September 2010
Strut Entertainment April 2010 - June 2010
Amazing Canadian Fashion December 2008 - May 2009
York University 2007 - 2008
Skills
Event Planning, Blogging, Editing, Customer Service, Teamwork, Public Relations, Health, Corporate Communications, Writing, Strategic Planning, Media Relations, Creative Direction, Management, Social Networking, Copy Editing, Leadership, Social Media, Nonprofits, Press Releases, Social Media Marketing, Strategic Communications, Copywriting
Education
Sheridan College 2009 — 2010
Post Graduate Certificate, Corporate Communications
York University
Honours Bachelor of Arts, Communications and Sociology
Brigadier Oil & Gas 2011 - Present
Hasso Plattner Ventures Africa 2009 - 2009
Natural Gas Partners 2006 - 2008
RBC Capital Markets 2004 - 2006
Skills
Leadership, Financial Modeling, Strategic Planning, Investments, Start-ups, Financial Analysis, Strategy, Finance, Venture Capital
Education
Stanford University 2008 — 2010
MBA, Management
Southern Methodist University 2000 — 2004
BBA, Finance, History
RBC Capital Markets April 2014 - Present
ABN AMRO Bank Uzbekistan October 2003 - January 2007
Honorary Consulate of the Netherlands October 2003 - May 2006
ABN AMRO Bank Uzbekistan May 2001 - September 2003
ABN AMRO Bank Uzbekistan March 1999 - May 2001
KPMG Peat Marwick, Barents Group, USAID Fiscal Reform Project May 1997 - January 1998
Skills
Financial Analysis, Software Documentation, Banking
Education
York University 2012 — 2013
Bachelor's Degree, Economics
Seneca College of Applied Arts and Technology 2010 — 2011
Diploma, Accounting
Terrence Fogarty Artist LLC January 2002 - Present
RBC Capital Markets June 1991 - December 2002
US Bank (formerly First Bank System) June 1985 - December 1991
Skills
Series 7, Investments, Marketing, Social Media, Event Management, Event Planning, Advertising, Marketing Communications, New Business Development, Strategic Planning, Marketing Strategy, Small Business, Social Networking, Social Media Marketing
Education
Saint Mary's University of Minnesota
BA, Marketing
Winona State University 1980 — 1982
TD August 2015 - Present
BMO Financial Group January 2015 - Present
BMO July 2012 - January 2015
Bank of Montreal December 2008 - July 2012
Bank of Montreal August 2006 - December 2008
Roadpost Inc 2004 - 2006
RBC Capital Markets 2001 - 2003
Skills
Digital Marketing, Customer Experience, Multi-channel Marketing, Marketing Communications, Marketing, Email Marketing, Product Marketing, Credit Cards, Media Relations, Public Relations, Brand Awareness, Direct Marketing, Event Planning, Marketing Management, Corporate Communications
Education
Integrated Branding Certification & Direct Marketing Certification, CMA 2008 — 2010
Canadian Marketing Association
Seneca College of Applied Arts and Technology
Post-Graduate, Corporate Communications Program
University of Toronto
Honours Bachelor of Arts
Canadian Marketing Association
Wells Fargo October 2014 - Present
Wells Fargo November 2013 - October 2014
Wells Fargo January 2013 - November 2013
Wells Fargo May 2011 - January 2013
Robert Half Technology April 2010 - May 2011
RBC Capital Markets July 2007 - March 2010
Geek Squad March 2007 - July 2007
Geek Squad May 2005 - March 2007
Skills
Project Management, Project Planning, Project Coordination, Training, SharePoint, Software Documentation, Process Improvement, Risk Management, Troubleshooting, VPN, Help Desk Support
Education
Saint Mary's University of Minnesota 2012 — 2015
Master of Science (MS), Project Management
Saint Mary's University of Minnesota 2009 — 2012
Bachelor of Science (BS), Information Technology
Saint Mary's University of Minnesota 2009 — 2012
Bachelor of Science (BS), Business
Stifel Financial Corp. July 2013 - Present
Knight Capital Group September 2009 - June 2013
Libertas Partners LLP February 2006 - September 2009
RBC Capital Markets February 2003 - September 2006
Dickstein & Co January 2002 - December 2003
Standard Bank Group August 1995 - December 2001
Banco Santander September 1991 - July 1995
Drexel Burnham Lambert September 1988 - February 1990
Skills
Hedge Funds, High Yield, Fixed Income, Capital Markets, Equities, Equity Derivatives, Leveraged Finance, Portfolio Management, Bloomberg, Investment Banking, Asset Management, Securities, Alternative Investments, Financial Markets, CDS, Bonds, Trading, Credit Derivatives, Private Equity, Emerging Markets, Investments, Credit, Series 7, Electronic Trading, Options, Derivatives, Series 63, Structured Products
Education
U of Miami School of Law 1984 — 1987
Sarah Lawrence College 1981 — 1984
BA, Fiction Writing
Hackley School 1969 — 1979
High School
Fitch Ratings 2008 - Present
RBC Capital Markets August 2005 - December 2007
State of New Jersey February 2002 - August 2005
New Jersey Educational Facilities Authority February 2000 - February 2002
Commerce Capital Markets February 1997 - January 2000
Ryan Beck & Co. September 1987 - February 1997
Education
Skidmore College
BA, Government Economics
Vermont Law School
JD
H&R Block January 2014 - Present
Liberal Party - Brampton West 2011 - 2011
RBC Capital Markets August 1996 - April 2008
Skills
Security, Loans, Administrative..., Office Management, Outlook, Microsoft Excel, Spreadsheets, Confidentiality, Office Administration, My customer service is..., I'm an excellent ..., Fast and accurate., Capital Markets, Strategic Planning
Education
Sheridan College
Accreditation in People Management, Corporate Law
University of Moncton
Bachelor of Arts (B.A.), Philosophy, Sociology and Psycology
Université de Moncton
Bachelor of Arts (B.A.)
EFG Capital International Corp. January 2015 - Present
RBC Capital Markets July 2013 - January 2015
Tradewire Securities LLC January 2010 - June 2013
Hedge Investment Advisors March 2000 - December 2009
First Union Bank of Florida December 1998 - March 2000
Merrill Lynch July 1997 - December 1998
PaineWebber August 1994 - June 1997
VestcorPartners LTD. November 1990 - July 1994
Citibank N. A. November 1988 - November 1990
Ralston Purina March 1986 - November 1988
Skills
Series 7, Series 24, Investment Advisory, Series 63, Mutual Funds, Securities, Series 65, Hedge Funds, Alternative Investments, Compliance, Asset Management, Wealth Management, Equity Trading, Options, Asset Allocation, Trading, Portfolio Management, Due Diligence, Risk Management, Investments, Valuation
Education
Sewanee-The University of the South 1982 — 1985
BA, Economics
Colegio internacional de Caracas 1976 — 1981
Wharton School, University of Pennsylvania
Certificate of completion, Investment Strategies and Portfolio Management Program
RBC Capital Markets April 2011 - Present
KeyBank 2005 - 2011
Skills
Valuation
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Finishline Capital Inc. November 2012 - Present
Rodman & Renshaw May 2011 - July 2012
Hudson Securities April 2009 - May 2011
UBS June 2008 - April 2009
UBS May 2005 - June 2008
Schwab Soundview Capital Markets January 2004 - January 2005
RBC Capital Markets March 2003 - January 2004
CE UNTERBURG Tobin January 2000 - January 2003
Hambrecht & Quist January 1995 - January 2000
Lehman Brothers January 1994 - January 1995
Skills
Equities, Capital Markets, Bloomberg, Series 7, Series 63, Series 24, series55, Prime Brokerage, Securities, Trading, Equity Trading, Traders, Equity Research, Hedge Funds, Options, Electronic Trading, Derivatives, Investment Banking, Risk Management, Trading Strategies, Finance, Financial Risk, Market Making, Fixed Income, FINRA, Financial Markets, Alternative Investments, Portfolio Management, Relationship Management, Trading Systems, Investments, ETFs, Bonds, Asset Management, Equity Derivatives, Stocks, Proprietary Trading, Financial Services, Commodity, IPO, Investment Strategies, Private Equity, Funding
Education
Seton Hall University 1982 — 1986
Bachelor of Science, Finance, Graduated Magna Cum Laude - 3.8 gpa
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Finance
Denver Health May 2013 - August 2013
RBC Capital Markets June 2004 - January 2011
Travelers June 2002 - June 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Saint Louis University School of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
University of Colorado Denver 2011 — 2012
Pre-Medicine/Pre-Medical Studies
The College of William and Mary - The Mason School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General