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
Employee
Years
Job
Industry
Wendy Xin Wendy Xin's RBC Capital Markets Experience May 2013 - August 2013
Job Analyst, Mergers & Acquisitions at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2013 - August 2013
Q1 Capital Partners September 2012 - April 2013
CIBC April 2012 - August 2012
Education
York University - Schulich School of Business 2010 — 2014
International Business Administration (iBBA), Finance & International Business
The University of Hong Kong 2014 — 2014
Bachelor of Business Administration (BBA), Finance
CFA Institute
CFA Level II Candidate
Canadian Securities Institute 2011 — 2011
Canadian Investment Manager (CIM)
RBC Capital Markets May 2013 - August 2013
Q1 Capital Partners September 2012 - April 2013
CIBC April 2012 - August 2012
Education
York University - Schulich School of Business 2010 — 2014
International Business Administration (iBBA), Finance & International Business
The University of Hong Kong 2014 — 2014
Bachelor of Business Administration (BBA), Finance
CFA Institute
CFA Level II Candidate
Canadian Securities Institute 2011 — 2011
Canadian Investment Manager (CIM)
Chad Potter, CFA Chad Potter, CFA's RBC Capital Markets Experience July 2010 - September 2011
Job Client Portfolio Manager / Research Analyst at OFI SteelPath
Industry Financial Services
Experience
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
OFI SteelPath February 2014 - Present
TransAtlantic Petroleum Ltd. September 2011 - May 2013
RBC Capital Markets July 2010 - September 2011
RBC Capital Markets July 2006 - July 2010
WaterStreet Investment Consultants April 2006 - June 2006
Wachovia Securities March 2004 - March 2006
Wachovia Securities November 1998 - March 2004
Allion Healthcare October 1994 - January 1999
Skills
Equities, Financial Modeling, Investor Relations, Equity Research, Valuation, Hedge Funds, Bloomberg, Due Diligence, Investment Management, Risk Management, Finance, Investments, Commodity, Equity Valuation, Financial Analysis, Natural Gas, Capital Markets, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, ETFs, Asset Management, Series 7, Financial Markets, Series 63, Securities, Global Investment, International Investment, Business Development, Value Investing, Growth Investing, Chartered Financial...
Education
Texas State University 1996 — 1999
BBA, Finance
Clear Lake High School 1990 — 1994
Peter Hirsch Peter Hirsch's RBC Capital Markets Experience April 2011 - March 2012
Job Founding Partner, CrossRate Technologies LLC.
Industry Capital Markets
Experience
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
Sean Adamick, CA's RBC Capital Markets Experience 2009 - June 2013
Job CMLS Financial
Industry Capital Markets
Experience
CMLS Financial June 2013 - Present
RBC Capital Markets 2009 - June 2013
Meyers Norris Penny 2007 - 2009
KPMG 2004 - 2007
Skills
Real Estate, Financial Modeling, Financial Analysis, Equity Research, Valuation, Asset Management, M&A experience, Corporate finance, Auditing, Financial Reporting, Accounting, Internal Controls, Capital Markets, Bloomberg, Corporate Finance
Education
The University of British Columbia 1999 — 2002
Bachelor of Arts (B.A.)
CMLS Financial June 2013 - Present
RBC Capital Markets 2009 - June 2013
Meyers Norris Penny 2007 - 2009
KPMG 2004 - 2007
Skills
Real Estate, Financial Modeling, Financial Analysis, Equity Research, Valuation, Asset Management, M&A experience, Corporate finance, Auditing, Financial Reporting, Accounting, Internal Controls, Capital Markets, Bloomberg, Corporate Finance
Education
The University of British Columbia 1999 — 2002
Bachelor of Arts (B.A.)
Joanna Luhong Zhang Joanna Luhong Zhang's RBC Capital Markets Experience June 2015 - August 2015
Job MBA Candidate Class 2016, USC Marshall School of Business | RBC Capital Markets Summer Associate
Industry Capital Markets
Experience
USC Marshall School of Business July 2014 - Present
RBC Capital Markets June 2015 - August 2015
PwC September 2012 - June 2014
PwC September 2010 - August 2012
Citi June 2008 - July 2008
Skills
Auditing, Financial Reporting, Business Valuation, Due Diligence, Internal Controls, IFRS, US GAAP, Financial Modeling, Market Research, Financial Forecasting, Financial Statement..., Analysis, Strategy, Finance, Management
Education
University of Southern California 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Hong Kong 2007 — 2010
Bachelor's Degree
USC Marshall School of Business July 2014 - Present
RBC Capital Markets June 2015 - August 2015
PwC September 2012 - June 2014
PwC September 2010 - August 2012
Citi June 2008 - July 2008
Skills
Auditing, Financial Reporting, Business Valuation, Due Diligence, Internal Controls, IFRS, US GAAP, Financial Modeling, Market Research, Financial Forecasting, Financial Statement..., Analysis, Strategy, Finance, Management
Education
University of Southern California 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Hong Kong 2007 — 2010
Bachelor's Degree
Nate Chang Nate Chang's RBC Capital Markets Experience 2009 - May 2013
Job Biotechnology Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Credit Suisse July 2013 - Present
Children's Creativity Museum 2011 - Present
RBC Capital Markets 2009 - May 2013
Morgan Stanley March 2006 - January 2009
Credit Suisse First Boston August 2004 - March 2006
ALZA Corporation (J&J) June 2003 - August 2003
Gilead Sciences November 2001 - August 2002
BioStreet.com September 2000 - July 2001
PPD Development June 1998 - August 2000
Quintiles April 1995 - March 1997
Skills
Biotechnology, Lifesciences, Healthcare, Licensing, Clinical Research, Corporate Development, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Private Equity, Competitive Analysis, Mergers & Acquisitions, Pharmaceutical Industry, Biotechnology Industry, IPO, Investment Banking, Corporate Finance, M&A experience, Strategy, Acquisitions, Investor Relations, Life Sciences, Business Development
Education
Tuck School of Business at Dartmouth College 2002 — 2004
MBA
University of California, San Diego 1989 — 1994
B.S. / B.A.
Menlo Atherton High School
Caroline Farkas Caroline Farkas's RBC Capital Markets Experience July 2015 - Present
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2015 - Present
Teach For America July 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
ALAC International July 2013 - August 2013
The Next Step Realty July 2012 - August 2013
C. Wonder June 2012 - August 2012
Ventuno Restaurant June 2012 - August 2012
Straight Wharf Restaurant June 2011 - August 2011
Her Campus May 2011 - June 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Matlab, AutoCAD, Open Table, Public Relations, Data Analysis, Event Planning, Time Management
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Engineering Science
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
The Winsor School 2003 — 2011
The Shady Hill School 1996 — 2003
RBC Capital Markets July 2015 - Present
Teach For America July 2014 - May 2015
SunTrust Robinson Humphrey June 2014 - August 2014
ALAC International July 2013 - August 2013
The Next Step Realty July 2012 - August 2013
C. Wonder June 2012 - August 2012
Ventuno Restaurant June 2012 - August 2012
Straight Wharf Restaurant June 2011 - August 2011
Her Campus May 2011 - June 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Matlab, AutoCAD, Open Table, Public Relations, Data Analysis, Event Planning, Time Management
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Engineering Science
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
The Winsor School 2003 — 2011
The Shady Hill School 1996 — 2003
Bill Craver's RBC Capital Markets Experience 2007 - 2008
Job Founder of Circle River Advisors LLC
Industry Financial Services
Experience
RBC Capital Markets 2007 - 2008
CIBC World Markets 2006 - 2007
Credit Suisse 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
Skills
Private Equity, Investment Banking, Capital Markets, LBO, Valuation, Equities, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Private Placements, Leveraged Finance, Financial Structuring, Alternative Investments, Investments, Contract Negotiation, Mentoring, Recruiting, Business Development, New Business Generation, Manage Client..., Sales, Marketing, M&A experience, Securities Offerings, Executive Presentation..., Credit Analysis, Risk Assessment, Principal Investing, Due Diligence, Series 7, Finance, Business Valuation, Capital, Financial Advisory, Capital Structure, Mergers, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA
RBC Capital Markets 2007 - 2008
CIBC World Markets 2006 - 2007
Credit Suisse 2004 - 2006
Donaldson, Lufkin & Jenrette 1996 - 2001
Skills
Private Equity, Investment Banking, Capital Markets, LBO, Valuation, Equities, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Private Placements, Leveraged Finance, Financial Structuring, Alternative Investments, Investments, Contract Negotiation, Mentoring, Recruiting, Business Development, New Business Generation, Manage Client..., Sales, Marketing, M&A experience, Securities Offerings, Executive Presentation..., Credit Analysis, Risk Assessment, Principal Investing, Due Diligence, Series 7, Finance, Business Valuation, Capital, Financial Advisory, Capital Structure, Mergers, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA
University of North Carolina at Chapel Hill 1987 — 1991
BA
Jerry (Jin) Rui's RBC Capital Markets Experience May 2015 - September 2015
Job Summer Global Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2015 - September 2015
CANALYST Financial Modeling Corporation May 2014 - May 2015
Provincial Health Services Authority July 2013 - May 2015
Demeter Capital February 2014 - August 2014
Education
The University of British Columbia / UBC 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, 4.30/4.33 core GPA
Windermere Secondary School 2007 — 2012
Dogwood Diploma
Cégep de Jonquière 2011 — 2011
Intermediate French
RBC Capital Markets May 2015 - September 2015
CANALYST Financial Modeling Corporation May 2014 - May 2015
Provincial Health Services Authority July 2013 - May 2015
Demeter Capital February 2014 - August 2014
Education
The University of British Columbia / UBC 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, 4.30/4.33 core GPA
Windermere Secondary School 2007 — 2012
Dogwood Diploma
Cégep de Jonquière 2011 — 2011
Intermediate French
Grace Hudsonpillar Grace Hudsonpillar's RBC Capital Markets Experience June 2015 - Present
Job Associate US Energy Corporate Banking at RBC Capital Markets
Industry Oil & Energy
Experience
RBC Capital Markets June 2015 - Present
Halcon Resources Corporation November 2012 - June 2015
Petrohawk Energy July 2009 - November 2012
El Paso Corporation 2009 - 2009
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
The University of Edinburgh 2007 — 2007
RBC Capital Markets June 2015 - Present
Halcon Resources Corporation November 2012 - June 2015
Petrohawk Energy July 2009 - November 2012
El Paso Corporation 2009 - 2009
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
The University of Edinburgh 2007 — 2007
Andrew Maller Andrew Maller's RBC Capital Markets Experience May 2011 - Present
Job Associate Investment Banking at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Bloomberg June 2009 - April 2011
Abrams Research March 2009 - June 2009
Emeritus Capital January 2009 - June 2009
Sony Pictures Entertainment June 2007 - August 2007
Winoker Realty Company June 2006 - August 2006
Skills
Equities, Financial Modeling, Management, Capital Markets
Education
The George Washington University - School of Business 2004 — 2008
BA
RBC Capital Markets May 2011 - Present
Bloomberg June 2009 - April 2011
Abrams Research March 2009 - June 2009
Emeritus Capital January 2009 - June 2009
Sony Pictures Entertainment June 2007 - August 2007
Winoker Realty Company June 2006 - August 2006
Skills
Equities, Financial Modeling, Management, Capital Markets
Education
The George Washington University - School of Business 2004 — 2008
BA
Brian Wang's RBC Capital Markets Experience July 2010 - Present
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2010 - Present
College of American Pathologists 2009 - 2009
Accenture August 2006 - July 2008
Accenture August 2004 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Advisory, Valuation, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Mergers, Venture Capital, M&A experience, Equities, Debt & Equity Financing, Equity Research, Bloomberg, Business Valuation, Management Consulting, LBO, DCF, Divestitures, Equity Valuation, Finance, Strategy, Capital Structure, Strategic Consulting, Banking, Deal Execution, Series 63, Series 7, Financial Services, Financial Structuring, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytic Finance, Accounting, Entrepreneurship
University of Virginia, McIntire School of Commerce 2000 — 2004
B.S., Finance, Accounting, IT
RBC Capital Markets July 2010 - Present
College of American Pathologists 2009 - 2009
Accenture August 2006 - July 2008
Accenture August 2004 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Advisory, Valuation, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Mergers, Venture Capital, M&A experience, Equities, Debt & Equity Financing, Equity Research, Bloomberg, Business Valuation, Management Consulting, LBO, DCF, Divestitures, Equity Valuation, Finance, Strategy, Capital Structure, Strategic Consulting, Banking, Deal Execution, Series 63, Series 7, Financial Services, Financial Structuring, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Analytic Finance, Accounting, Entrepreneurship
University of Virginia, McIntire School of Commerce 2000 — 2004
B.S., Finance, Accounting, IT
Nathan Miller Nathan Miller's RBC Capital Markets Experience 2009 - 2011
Job CIO / Founder at NGM Asset Management, LLC
Industry Financial Services
Experience
NGM Asset Management, LLC January 2012 - Present
NEPTUNE January 2012 - Present
Citadel Investment Group 2011 - 2012
RBC Capital Markets 2009 - 2011
SAC Capital 2003 - 2008
Goldman Sachs 2000 - 2003
Skills
Equity Research, Event Driven, Hedge Funds, Bloomberg, Equities, Fixed Income, Capital Markets, Investment Banking, Trading, Commodity, Portfolio Management, Private Equity, Asset Managment, Investments, Corporate Finance, Asset Management, Equity Valuation
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Science (B.S.), Biomedical/Medical Engineering
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Economics
The Johns Hopkins University 1996 — 2000
Minor, Entrepreneurship & Management
NGM Asset Management, LLC January 2012 - Present
NEPTUNE January 2012 - Present
Citadel Investment Group 2011 - 2012
RBC Capital Markets 2009 - 2011
SAC Capital 2003 - 2008
Goldman Sachs 2000 - 2003
Skills
Equity Research, Event Driven, Hedge Funds, Bloomberg, Equities, Fixed Income, Capital Markets, Investment Banking, Trading, Commodity, Portfolio Management, Private Equity, Asset Managment, Investments, Corporate Finance, Asset Management, Equity Valuation
Education
The Johns Hopkins University 1996 — 2000
Bachelor of Science (B.S.), Biomedical/Medical Engineering
The Johns Hopkins University 1996 — 2000
Bachelor of Arts (B.A.), Economics
The Johns Hopkins University 1996 — 2000
Minor, Entrepreneurship & Management
Brian Cannon's RBC Capital Markets Experience November 2010 - Present
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets November 2010 - Present
Wells Fargo July 2009 - November 2010
Wells Fargo August 2007 - July 2009
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Underwriting, Pitch Books, PowerPoint, Excel, Corporate Finance, Valuation, Commercial Banking, Securities, Microsoft Excel, Structured Products, Bloomberg, Capital Markets, Risk Management, Portfolio Management, Investments, Due Diligence, Finance
Education
Texas Tech University
BA, Finance
Texas Tech University
BA, General Business
RBC Capital Markets November 2010 - Present
Wells Fargo July 2009 - November 2010
Wells Fargo August 2007 - July 2009
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Underwriting, Pitch Books, PowerPoint, Excel, Corporate Finance, Valuation, Commercial Banking, Securities, Microsoft Excel, Structured Products, Bloomberg, Capital Markets, Risk Management, Portfolio Management, Investments, Due Diligence, Finance
Education
Texas Tech University
BA, Finance
Texas Tech University
BA, General Business
David Bustos David Bustos's RBC Capital Markets Experience March 2009 - March 2014
Job Managing Partner at Fort Capital Corporation
Industry Investment Banking
Experience
Fort Capital Corporation 2014 - Present
Collingwood School 2007 - Present
VGH & UBC Hospital Foundation 2013 - Present
UBC PMF 2011 - Present
RBC Capital Markets March 2009 - March 2014
Inwest Investments 2007 - 2009
Scotia Capital January 2001 - January 2007
BMO Nesbitt Burns (Burns Fry) August 1993 - January 2001
Salomon Brothers July 1991 - July 1993
Skills
Valuation, Divestitures, Mining, Consumer Products, Forest Products, IPO, Investments, Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Portfolio Management, Corporate Finance, Private Equity, Due Diligence, Entrepreneurship, Strategy, Investment Advisory..., Business Development, Capital Markets, Management, Investor Relations, Capital Raising, Mergers, Acquisitions, Capital, Corporate Development
Education
The University of British Columbia 1985 — 1991
B Comm, Commerce
Fort Capital Corporation 2014 - Present
Collingwood School 2007 - Present
VGH & UBC Hospital Foundation 2013 - Present
UBC PMF 2011 - Present
RBC Capital Markets March 2009 - March 2014
Inwest Investments 2007 - 2009
Scotia Capital January 2001 - January 2007
BMO Nesbitt Burns (Burns Fry) August 1993 - January 2001
Salomon Brothers July 1991 - July 1993
Skills
Valuation, Divestitures, Mining, Consumer Products, Forest Products, IPO, Investments, Mergers & Acquisitions, Financial Modeling, Investment Banking, Equities, Portfolio Management, Corporate Finance, Private Equity, Due Diligence, Entrepreneurship, Strategy, Investment Advisory..., Business Development, Capital Markets, Management, Investor Relations, Capital Raising, Mergers, Acquisitions, Capital, Corporate Development
Education
The University of British Columbia 1985 — 1991
B Comm, Commerce
Matthew Foss, CRPC® Matthew Foss, CRPC®'s RBC Capital Markets Experience May 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
UBS June 2012 - May 2015
Chase March 2011 - June 2012
hhgregg October 2006 - July 2010
Publicis Touchpoint Solutions June 2009 - June 2010
BDS Marketing 2002 - 2003
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), Psychology
Olentangy High School 1996 — 2000
RBC Capital Markets May 2015 - Present
UBS June 2012 - May 2015
Chase March 2011 - June 2012
hhgregg October 2006 - July 2010
Publicis Touchpoint Solutions June 2009 - June 2010
BDS Marketing 2002 - 2003
Education
The Ohio State University 2002 — 2006
Bachelor of Arts (BA), Psychology
Olentangy High School 1996 — 2000
Jasmine Wong, CFA's RBC Capital Markets Experience May 2011 - March 2015
Job Institutional Fixed Income Sales RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets May 2011 - March 2015
RBC Capital Markets August 2010 - April 2011
Odlum Brown Limited May 2009 - August 2009
Phillips, Hager & North May 2007 - December 2008
RBC Capital Markets May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Investments, Financial Analysis, Bonds, Trading, Securities, Equity Research, Valuation, Financial Modeling, Structured Products, Series 7, Asset Allocation, Finance, Financial Markets, Mutual Funds, FX Options, Alternative Investments
Education
CFA Institute
Chartered Financial Analyst
The University of British Columbia 2006 — 2010
BCom, Finance, Hons
UBC Portfolio Management Foundation 2007 — 2010
Leslie Wong Fellow
RBC Capital Markets May 2011 - March 2015
RBC Capital Markets August 2010 - April 2011
Odlum Brown Limited May 2009 - August 2009
Phillips, Hager & North May 2007 - December 2008
RBC Capital Markets May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Investments, Financial Analysis, Bonds, Trading, Securities, Equity Research, Valuation, Financial Modeling, Structured Products, Series 7, Asset Allocation, Finance, Financial Markets, Mutual Funds, FX Options, Alternative Investments
Education
CFA Institute
Chartered Financial Analyst
The University of British Columbia 2006 — 2010
BCom, Finance, Hons
UBC Portfolio Management Foundation 2007 — 2010
Leslie Wong Fellow
Mantor Yu Mantor Yu's RBC Capital Markets Experience January 2015 - Present
Job Developer at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets January 2015 - Present
RBC Capital Markets January 2013 - January 2015
RBC Capital Markets January 2011 - January 2013
IBM Canada Ltd May 2008 - December 2008
IBM Canada Ltd January 2007 - September 2007
HSBC Bank June 2006 - September 2007
Skills
Agile Methodologies, DB2, Hibernate, SDLC, Spring, Integration, JSP, Java, Sybase, C++
Education
The University of British Columbia 2005 — 2010
BSc, Computer Science
RBC Capital Markets January 2015 - Present
RBC Capital Markets January 2013 - January 2015
RBC Capital Markets January 2011 - January 2013
IBM Canada Ltd May 2008 - December 2008
IBM Canada Ltd January 2007 - September 2007
HSBC Bank June 2006 - September 2007
Skills
Agile Methodologies, DB2, Hibernate, SDLC, Spring, Integration, JSP, Java, Sybase, C++
Education
The University of British Columbia 2005 — 2010
BSc, Computer Science
Lori Vainer Lori Vainer's RBC Capital Markets Experience July 2009 - December 2010
Job Associate Private Investments at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board May 2013 - Present
BMO Capital Markets January 2011 - July 2012
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2008 - August 2008
Skills
LBO, Capital IQ, Bloomberg, Financial Modeling, Valuation, Corporate Finance, DCF, M&A experience, Problem Solving, Fast Learner
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Commerce (B.Com.), Finance (Hons.)
Copenhagen Business School 2008 — 2008
Finance, General
CPP Investment Board May 2013 - Present
BMO Capital Markets January 2011 - July 2012
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2008 - August 2008
Skills
LBO, Capital IQ, Bloomberg, Financial Modeling, Valuation, Corporate Finance, DCF, M&A experience, Problem Solving, Fast Learner
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Commerce (B.Com.), Finance (Hons.)
Copenhagen Business School 2008 — 2008
Finance, General
Paul M. Yeung Paul M. Yeung's RBC Capital Markets Experience July 2012 - December 2013
Job
Industry Banking
Experience
Philip Morris International February 2015 - Present
RBC Royal Bank December 2007 - February 2015
Humber College December 2012 - December 2013
RBC Capital Markets July 2012 - December 2013
Action Canada May 2011 - February 2012
Ontario Ministry of Finance July 2006 - December 2007
The World Bank November 2003 - December 2005
Canadian Embassy August 2002 - February 2003
Skills
Public Policy, Policy, Government Relations, International Relations, Issues Management, Corporate Communications, Internal Communications
Education
The Johns Hopkins University 2000 — 2002
MA, School of Advanced International Studies (SAIS) - International Relations
Wilfrid Laurier University 1992 — 1996
HBA, History
Philip Morris International February 2015 - Present
RBC Royal Bank December 2007 - February 2015
Humber College December 2012 - December 2013
RBC Capital Markets July 2012 - December 2013
Action Canada May 2011 - February 2012
Ontario Ministry of Finance July 2006 - December 2007
The World Bank November 2003 - December 2005
Canadian Embassy August 2002 - February 2003
Skills
Public Policy, Policy, Government Relations, International Relations, Issues Management, Corporate Communications, Internal Communications
Education
The Johns Hopkins University 2000 — 2002
MA, School of Advanced International Studies (SAIS) - International Relations
Wilfrid Laurier University 1992 — 1996
HBA, History
Oleg Fonarev Oleg Fonarev's RBC Capital Markets Experience February 2010 - March 2010
Job President and Principal Consultant at Xtend Ltd.
Industry Information Technology and Services
Experience
Xtend Ltd. February 1999 - Present
S.A.L.T. - Sustainable Autonomous Living Technologies Inc January 2012 - Present
CIBC World Markets July 2012 - Present
Rogers Communications March 2011 - June 2012
CIBC World Markets April 2010 - March 2011
Capco February 2010 - April 2010
RBC Capital Markets February 2010 - March 2010
Symcor Inc April 2006 - November 2009
CIBC World Markets April 2003 - April 2006
Sigma Systems April 2001 - February 2003
Skills
Java, Enterprise Architecture, Financial Systems, SOA, XML, System Integration, Information Security, SDLC, Integration, Software Development, Business Intelligence, Solution Architecture, Business Analysis, Requirements Analysis, Java Enterprise Edition, Agile Methodologies, UML, Spring, Weblogic, Application Architecture, Oracle, Team Leadership, Risk Management, Technical Architecture, Data Modeling, Web Applications, Hibernate, Software Design, Architecture, Account Reconciliation, Web Services, Requirements Gathering, Systems Analysis, IT Strategy, Software Project..., Databases, Database Design, Architectures
Education
Hebrew University of Jerusalem 1992 — 1994
Post-Doctoral
University of Kazan & University of Tomsk 1988 — 1991
Ph.D.
University of Kazan 1982 — 1988
M.Sc.
Moscow Institute of Electronic Technology 1981 — 1982
B.Sc. (not complete)
Xtend Ltd. February 1999 - Present
S.A.L.T. - Sustainable Autonomous Living Technologies Inc January 2012 - Present
CIBC World Markets July 2012 - Present
Rogers Communications March 2011 - June 2012
CIBC World Markets April 2010 - March 2011
Capco February 2010 - April 2010
RBC Capital Markets February 2010 - March 2010
Symcor Inc April 2006 - November 2009
CIBC World Markets April 2003 - April 2006
Sigma Systems April 2001 - February 2003
Skills
Java, Enterprise Architecture, Financial Systems, SOA, XML, System Integration, Information Security, SDLC, Integration, Software Development, Business Intelligence, Solution Architecture, Business Analysis, Requirements Analysis, Java Enterprise Edition, Agile Methodologies, UML, Spring, Weblogic, Application Architecture, Oracle, Team Leadership, Risk Management, Technical Architecture, Data Modeling, Web Applications, Hibernate, Software Design, Architecture, Account Reconciliation, Web Services, Requirements Gathering, Systems Analysis, IT Strategy, Software Project..., Databases, Database Design, Architectures
Education
Hebrew University of Jerusalem 1992 — 1994
Post-Doctoral
University of Kazan & University of Tomsk 1988 — 1991
Ph.D.
University of Kazan 1982 — 1988
M.Sc.
Moscow Institute of Electronic Technology 1981 — 1982
B.Sc. (not complete)
Barkha Kumar, CFA Barkha Kumar, CFA's RBC Capital Markets Experience April 2011 - May 2015
Job Associate Director, Gotham Asset Management, LLC
Industry Investment Management
Experience
Gotham Asset Management, LLC June 2015 - Present
RBC Capital Markets April 2011 - May 2015
JP Morgan Chase March 2010 - April 2011
HwC Ventures January 2010 - April 2010
UBS June 2009 - August 2009
Private Banking and Investment Group, Merrill Lynch August 2008 - May 2009
Revolutionary Cooling Systems, Inc. June 2008 - August 2008
Skills
Fixed Income, Trading, Interest Rate..., Financial Modeling, Capital Markets, Treasury, Derivatives, Interest Rate Risk..., Valuation, Financial Analysis, Trading Systems, ALM, Structured Products, Hedge Funds, Business Analysis, Alternative Investments, Finance, Portfolio Management, Hedging
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2010
Bachelor of Engineering
International School of Bucharest 2002 — 2005
International Baccalaureate Diploma, Physics, Chem, Math, Econ - HL
Gotham Asset Management, LLC June 2015 - Present
RBC Capital Markets April 2011 - May 2015
JP Morgan Chase March 2010 - April 2011
HwC Ventures January 2010 - April 2010
UBS June 2009 - August 2009
Private Banking and Investment Group, Merrill Lynch August 2008 - May 2009
Revolutionary Cooling Systems, Inc. June 2008 - August 2008
Skills
Fixed Income, Trading, Interest Rate..., Financial Modeling, Capital Markets, Treasury, Derivatives, Interest Rate Risk..., Valuation, Financial Analysis, Trading Systems, ALM, Structured Products, Hedge Funds, Business Analysis, Alternative Investments, Finance, Portfolio Management, Hedging
Education
The Cooper Union for the Advancement of Science and Art 2007 — 2010
Bachelor of Engineering
International School of Bucharest 2002 — 2005
International Baccalaureate Diploma, Physics, Chem, Math, Econ - HL
Sasha Ramani Sasha Ramani's RBC Capital Markets Experience December 2007 - April 2008
Job Management Strategy Consultant at Casey, Quirk & Associates
Industry Management Consulting
Experience
Casey, Quirk & Associates May 2015 - Present
Mars & Co. September 2011 - April 2015
Manulife Financial January 2010 - April 2010
RBC Capital Markets December 2007 - April 2008
Skills
Analysis, Insurance, Strategy Development, Statistics, Economics, Actuarial Science, Finance, Consulting, Operations Research, Financial Modeling, Financial Analysis, Valuation, Risk Management, VBA, Data Analysis, Forecasting, Competitive Analysis, Business Strategy, Strategy
Education
University of Waterloo 2006 — 2011
Honors Bachelor of Mathematics (BMath), Majors: Actuarial Science, Statistics, Operations Research, Business Administration, With Distinction - Dean's Honor List
Wilfrid Laurier University 2006 — 2011
Honors Bachelor of Business Administration, Concentration in Finance, Minor in Economics, Dean's Honor Roll
The University of Hong Kong
Non-Degree Candidate for Bachelor of Economics and Finance (BEcon&Fin), Economics and Finance
Casey, Quirk & Associates May 2015 - Present
Mars & Co. September 2011 - April 2015
Manulife Financial January 2010 - April 2010
RBC Capital Markets December 2007 - April 2008
Skills
Analysis, Insurance, Strategy Development, Statistics, Economics, Actuarial Science, Finance, Consulting, Operations Research, Financial Modeling, Financial Analysis, Valuation, Risk Management, VBA, Data Analysis, Forecasting, Competitive Analysis, Business Strategy, Strategy
Education
University of Waterloo 2006 — 2011
Honors Bachelor of Mathematics (BMath), Majors: Actuarial Science, Statistics, Operations Research, Business Administration, With Distinction - Dean's Honor List
Wilfrid Laurier University 2006 — 2011
Honors Bachelor of Business Administration, Concentration in Finance, Minor in Economics, Dean's Honor Roll
The University of Hong Kong
Non-Degree Candidate for Bachelor of Economics and Finance (BEcon&Fin), Economics and Finance
Kim Trefz's RBC Capital Markets Experience June 2015 - Present
Job Student at Vanderbilt University
Industry
Experience
RBC Capital Markets June 2015 - Present
Vanderbilt University August 2014 - May 2015
FirstBank May 2013 - August 2014
Rent The Runway February 2013 - April 2013
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Engineering Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School 2014, Managerial Accounting, Culture and Globalisation
RBC Capital Markets June 2015 - Present
Vanderbilt University August 2014 - May 2015
FirstBank May 2013 - August 2014
Rent The Runway February 2013 - April 2013
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Engineering Science
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer School 2014, Managerial Accounting, Culture and Globalisation
Fay Zhao, CFA Fay Zhao, CFA's RBC Capital Markets Experience October 2005 - April 2007
Job
Industry Investment Management
Experience
BlackRock March 2011 - Present
Bank of America Merrill Lynch May 2007 - March 2011
RBC Capital Markets October 2005 - April 2007
SunGard Kiodex October 2004 - October 2005
Skills
Equities, Equity Derivatives, Quantitative Analytics, Risk Management, Portfolio Optimization, Trading Systems, R, Python, SQL, MarketQA, FactSet, Barra Aegis
Education
The University of Chicago
Master’s Degree, Financial Mathematics
The London School of Economics and Political Science (LSE)
MSc, Management and Regulation of Risk
University of Leeds
BSc, Mathematics with Finance
BlackRock March 2011 - Present
Bank of America Merrill Lynch May 2007 - March 2011
RBC Capital Markets October 2005 - April 2007
SunGard Kiodex October 2004 - October 2005
Skills
Equities, Equity Derivatives, Quantitative Analytics, Risk Management, Portfolio Optimization, Trading Systems, R, Python, SQL, MarketQA, FactSet, Barra Aegis
Education
The University of Chicago
Master’s Degree, Financial Mathematics
The London School of Economics and Political Science (LSE)
MSc, Management and Regulation of Risk
University of Leeds
BSc, Mathematics with Finance
Karina Ho Karina Ho's RBC Capital Markets Experience May 2011 - September 2011
Job Risk Modelling Analyst at TD
Industry Capital Markets
Experience
Toronto Dominion June 2014 - Present
Toronto Dominion August 2012 - December 2013
Royal Bank of Canada January 2012 - April 2012
University of Waterloo January 2011 - December 2011
RBC Capital Markets May 2011 - September 2011
TD Securities May 2010 - August 2010
Skills
Microsoft Office, Analysis, SQL, Requirements Analysis, Visio, Outlook, Risk Management, Microsoft Excel, Data Analysis, Stata, Project Management, Software Documentation, Access, SAS programming, Fixed Income, Financial Analysis
Education
University of Waterloo 2009 — 2014
Bachelor of Mathematics, Mathematics/Business Administration
The Chinese University of Hong Kong 2013 — 2013
Study Abroad
Unionville High School
Wilfrid Laurier University
Toronto Dominion June 2014 - Present
Toronto Dominion August 2012 - December 2013
Royal Bank of Canada January 2012 - April 2012
University of Waterloo January 2011 - December 2011
RBC Capital Markets May 2011 - September 2011
TD Securities May 2010 - August 2010
Skills
Microsoft Office, Analysis, SQL, Requirements Analysis, Visio, Outlook, Risk Management, Microsoft Excel, Data Analysis, Stata, Project Management, Software Documentation, Access, SAS programming, Fixed Income, Financial Analysis
Education
University of Waterloo 2009 — 2014
Bachelor of Mathematics, Mathematics/Business Administration
The Chinese University of Hong Kong 2013 — 2013
Study Abroad
Unionville High School
Wilfrid Laurier University
Reno Jones Reno Jones's RBC Capital Markets Experience 1997 - 2002
Job Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Prosper Economic Development Corporation September 2009 - Present
Southwest Securities September 2001 - December 2011
RBC Capital Markets 1997 - 2002
Skills
Series 7, Series 63, Securities, Equities, Investments, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, 401k, Team Building, Due Diligence, Loans, Retirement Planning, Fixed Annuities, Valuation, Alternative Investments, Private Equity, Trading, Portfolio Management, Strategic Financial..., Risk Management, Financial Advisory, Bonds, Finance, Retirement, Capital Markets, Asset Management, FINRA, Options, Estate Planning, Financial Planners, Financial Analysis, Cash Management, Mortgage Lending, Investment Strategies, Relationship Management, Financial Modeling, Fixed Income, Tax, Credit, Financial Services, Life Insurance, ETFs, Hedge Funds, Investment Management, Brokerage, Series 24, Banking, Investment Banking
Education
University of North Texas 1994 — 1995
Bachelor of Business Administration (BBA)
Texas Tech University 1990 — 1994
BBA, Business
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2011 - Present
Prosper Economic Development Corporation September 2009 - Present
Southwest Securities September 2001 - December 2011
RBC Capital Markets 1997 - 2002
Skills
Series 7, Series 63, Securities, Equities, Investments, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, 401k, Team Building, Due Diligence, Loans, Retirement Planning, Fixed Annuities, Valuation, Alternative Investments, Private Equity, Trading, Portfolio Management, Strategic Financial..., Risk Management, Financial Advisory, Bonds, Finance, Retirement, Capital Markets, Asset Management, FINRA, Options, Estate Planning, Financial Planners, Financial Analysis, Cash Management, Mortgage Lending, Investment Strategies, Relationship Management, Financial Modeling, Fixed Income, Tax, Credit, Financial Services, Life Insurance, ETFs, Hedge Funds, Investment Management, Brokerage, Series 24, Banking, Investment Banking
Education
University of North Texas 1994 — 1995
Bachelor of Business Administration (BBA)
Texas Tech University 1990 — 1994
BBA, Business
Alexander Nguyen Alexander Nguyen's RBC Capital Markets Experience 2014 - 2014
Job Co Founder at Kiwii
Industry Computer Software
Experience
Kiwii 2015 - Present
Gamehub 2013 - 2015
RBC Capital Markets 2014 - 2014
The University of British Columbia 2014 - 2014
Invoke Media 2013 - 2013
Google 2013 - 2013
Video Games Developer Association 2011 - 2013
Skills
Team Leadership, Analytical Skills, Programming, Time Management, Critical Thinking, Innovation, Communication, Creativity, Product Development, Project Management, Web Design, HTML5, CSS, jQuery, JavaScript, AngularJS, PHP, SQL, Python, iOS Development, Database Design, Java, Front-end Development, Photoshop, Finance, Analysis, Entrepreneurship, Strategy, Data Analysis, Leadership
Education
The University of British Columbia 2010 — 2015
Bachelor of Commerce (BCom), Combined Major: Business and Computer Science
Kiwii 2015 - Present
Gamehub 2013 - 2015
RBC Capital Markets 2014 - 2014
The University of British Columbia 2014 - 2014
Invoke Media 2013 - 2013
Google 2013 - 2013
Video Games Developer Association 2011 - 2013
Skills
Team Leadership, Analytical Skills, Programming, Time Management, Critical Thinking, Innovation, Communication, Creativity, Product Development, Project Management, Web Design, HTML5, CSS, jQuery, JavaScript, AngularJS, PHP, SQL, Python, iOS Development, Database Design, Java, Front-end Development, Photoshop, Finance, Analysis, Entrepreneurship, Strategy, Data Analysis, Leadership
Education
The University of British Columbia 2010 — 2015
Bachelor of Commerce (BCom), Combined Major: Business and Computer Science
Jeffrey Breha Jeffrey Breha's RBC Capital Markets Experience May 2011 - December 2011
Job Vice President Operations at Owner's Management Company
Industry Real Estate
Experience
Owner's Management Company June 2012 - Present
Case Western Reserve University August 2010 - June 2012
Brown Gibbons Lang & Company January 2012 - April 2012
RBC Capital Markets May 2011 - December 2011
The Lubrizol Corporation October 2008 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Corporate Finance, Data Analysis, Market Research, Process Improvement, Strategic Planning, Business Development, Business Strategy, Finance, Project Management, Forecasting, Competitive Analysis, Budgets, Business Planning, Negotiation, Customer Service, Leadership, Marketing, Real Estate Development, Real Estate Economics, Management, Start-ups, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 2010 — 2012
MBA, Banking and Finance
The Ohio State University 2005 — 2008
B.S., Biochemistry
Owner's Management Company June 2012 - Present
Case Western Reserve University August 2010 - June 2012
Brown Gibbons Lang & Company January 2012 - April 2012
RBC Capital Markets May 2011 - December 2011
The Lubrizol Corporation October 2008 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Corporate Finance, Data Analysis, Market Research, Process Improvement, Strategic Planning, Business Development, Business Strategy, Finance, Project Management, Forecasting, Competitive Analysis, Budgets, Business Planning, Negotiation, Customer Service, Leadership, Marketing, Real Estate Development, Real Estate Economics, Management, Start-ups, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 2010 — 2012
MBA, Banking and Finance
The Ohio State University 2005 — 2008
B.S., Biochemistry
Rodney Chau Rodney Chau's RBC Capital Markets Experience August 2014 - Present
Job Investment Management Analyst at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets August 2014 - Present
Stevens Charles Capital March 2015 - August 2015
Meliora Capital Management LLC September 2013 - July 2014
European Parliament May 2013 - August 2013
Economics Department, Simon Business School July 2012 - May 2013
iVEDiX Inc. September 2012 - February 2013
Taubman Centers July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, Research, Microsoft Word, Statistics, Economics, Analysis, Strategy, Public Speaking, Portfolio Management
Education
University of Rochester
Bachelor's Degree, Economics, Political Science, International Relations, Cum Laude
The Johns Hopkins University 2014 — 2014
Online Certificate of Data Science, Data Modeling/Warehousing and Database Administration
RBC Capital Markets August 2014 - Present
Stevens Charles Capital March 2015 - August 2015
Meliora Capital Management LLC September 2013 - July 2014
European Parliament May 2013 - August 2013
Economics Department, Simon Business School July 2012 - May 2013
iVEDiX Inc. September 2012 - February 2013
Taubman Centers July 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, Research, Microsoft Word, Statistics, Economics, Analysis, Strategy, Public Speaking, Portfolio Management
Education
University of Rochester
Bachelor's Degree, Economics, Political Science, International Relations, Cum Laude
The Johns Hopkins University 2014 — 2014
Online Certificate of Data Science, Data Modeling/Warehousing and Database Administration
Willa Dai Willa Dai's RBC Capital Markets Experience January 2011 - April 2011
Job Business Technology Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP February 2014 - Present
Ontario Teachers' Pension Plan May 2012 - August 2012
Ontario Teachers' Pension Plan September 2011 - December 2011
RBC Capital Markets January 2011 - April 2011
GMP Securities April 2010 - August 2010
Skills
Financial Analysis, Differential Equations, Project Management, Business Analysis, Microsoft Office, Credit Analysis, Company Valuation, Portfolio Optimization, Customer Oriented, Highly detail oriented, Creativity, Marketing Strategy, Photoshop, Derivatives, VBA
Education
University of Waterloo 2008 — 2013
Bachelor of Mathematics, Financial Analysis and Risk Management
The University of Hong Kong 2013 — 2013
Faculty of Business and Economics
Deloitte Consulting LLP February 2014 - Present
Ontario Teachers' Pension Plan May 2012 - August 2012
Ontario Teachers' Pension Plan September 2011 - December 2011
RBC Capital Markets January 2011 - April 2011
GMP Securities April 2010 - August 2010
Skills
Financial Analysis, Differential Equations, Project Management, Business Analysis, Microsoft Office, Credit Analysis, Company Valuation, Portfolio Optimization, Customer Oriented, Highly detail oriented, Creativity, Marketing Strategy, Photoshop, Derivatives, VBA
Education
University of Waterloo 2008 — 2013
Bachelor of Mathematics, Financial Analysis and Risk Management
The University of Hong Kong 2013 — 2013
Faculty of Business and Economics
Didar Parhar Didar Parhar's RBC Capital Markets Experience June 2006 - Present
Job Strategic and Financial Advisor, M&A Execution, Global Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2006 - Present
RBC Financial Group April 2005 - June 2006
PricewaterhouseCoopers September 2002 - January 2005
PricewaterhouseCoopers January 2000 - September 2002
Skills
Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Development, Financial Modeling, Financial Analysis, Valuation, Capital Markets
Education
CPA BC (The Institute of Chartered Accountants of British Columbia)
Chartered Accountant
CPA Ontario (The Institute of Chartered Accountants of Ontario)
CPA, CA
The University of British Columbia
Commerce
RBC Capital Markets June 2006 - Present
RBC Financial Group April 2005 - June 2006
PricewaterhouseCoopers September 2002 - January 2005
PricewaterhouseCoopers January 2000 - September 2002
Skills
Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Development, Financial Modeling, Financial Analysis, Valuation, Capital Markets
Education
CPA BC (The Institute of Chartered Accountants of British Columbia)
Chartered Accountant
CPA Ontario (The Institute of Chartered Accountants of Ontario)
CPA, CA
The University of British Columbia
Commerce
Mark A. Egert Mark A. Egert's RBC Capital Markets Experience 2003 - 2005
Job Chief Compliance Officer at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Brown Brothers Harriman June 2011 - Present
Crowell & Moring LLP April 2010 - May 2011
Cowen and Company January 2005 - April 2010
RBC Capital Markets 2003 - 2005
ABN AMRO Bank N.V. 1998 - 2003
SIFMA 1995 - 1997
Kavanagh Peters 1992 - 1994
Shearman and Sterling 1987 - 1992
Conference Speaking Engagements -- 2011- 2015 1987 - 1988
Publications 1985 - 1986
Skills
Securities, FINRA, Capital Markets, Hedge Funds, Equities, AML, Corporate Law, Fixed Income, Investments, Corporate Governance, Broker-Dealer, Mergers & Acquisitions, Private Placements, Due Diligence, Corporate Finance, Financial Markets, Trading, Alternative Investments, SEC, Banking, Series 24, FCPA, Series 7
Education
The George Washington University Law School 1984 — 1987
JD
University of Delaware 1980 — 1984
Master's degree, History and Political Science
Sphs
Andrew La Fleur's RBC Capital Markets Experience 2009 - 2011
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Faisal Chughtai Faisal Chughtai's RBC Capital Markets Experience August 2003 - April 2011
Job SVP, International Expansion at Web.com
Industry Internet
Experience
Web.com August 2014 - Present
JP Morgan April 2011 - August 2014
RBC Capital Markets August 2003 - April 2011
Cap Gemini Ernst & Young January 1999 - August 2001
Skills
Investment Banking, Mergers & Acquisitions, IPOs, Private Equity, Venture Capital, Private Placements, Corporate Finance, Debt, Leveraged Finance, Due Diligence, Financial Modeling, Corporate Development, Mergers, Valuation, Financial Structuring, Capital Markets, Start-ups, Fixed Income, Financial Analysis, M&A experience, Hedge Funds, Equities, Strategy, IPO, Entrepreneurship, LBO, Emerging Markets, Bloomberg, Investments, Business Valuation, Equity Research, Portfolio Management, Alternative Investments, Investor Relations, Asset Management, Restructuring, Structured Finance
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1991 — 1995
BS., Mathematics
KGS
Web.com August 2014 - Present
JP Morgan April 2011 - August 2014
RBC Capital Markets August 2003 - April 2011
Cap Gemini Ernst & Young January 1999 - August 2001
Skills
Investment Banking, Mergers & Acquisitions, IPOs, Private Equity, Venture Capital, Private Placements, Corporate Finance, Debt, Leveraged Finance, Due Diligence, Financial Modeling, Corporate Development, Mergers, Valuation, Financial Structuring, Capital Markets, Start-ups, Fixed Income, Financial Analysis, M&A experience, Hedge Funds, Equities, Strategy, IPO, Entrepreneurship, LBO, Emerging Markets, Bloomberg, Investments, Business Valuation, Equity Research, Portfolio Management, Alternative Investments, Investor Relations, Asset Management, Restructuring, Structured Finance
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1991 — 1995
BS., Mathematics
KGS
Joseph Radecki Joseph Radecki's RBC Capital Markets Experience January 2008 - December 2010
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
Mount Saint Vincent Home December 2010 - Present
St. Charles Capital (Acq'd by KPMG Corporate Finance) January 2011 - June 2014
RBC Capital Markets January 2008 - December 2010
Headwaters Merchant Bank 2006 - 2008
RBC Capital Markets 2000 - 2004
Skills
Management, Investment Banking, Corporate Development, Banking, Valuation, Financial Services, Business Development, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Leadership, Entrepreneurship, Mergers, Capital, Venture Capital, Due Diligence, Organizational..., Finance, Executive Management, Corporate Finance, Philanthropy
Education
London School of Economics and Political Science 2004 — 2005
MSc with Honors
University of Saint Thomas 1994 — 1996
MBA
University of Saint Thomas 1984 — 1987
BA
KPMG Corporate Finance LLC June 2014 - Present
Mount Saint Vincent Home December 2010 - Present
St. Charles Capital (Acq'd by KPMG Corporate Finance) January 2011 - June 2014
RBC Capital Markets January 2008 - December 2010
Headwaters Merchant Bank 2006 - 2008
RBC Capital Markets 2000 - 2004
Skills
Management, Investment Banking, Corporate Development, Banking, Valuation, Financial Services, Business Development, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Leadership, Entrepreneurship, Mergers, Capital, Venture Capital, Due Diligence, Organizational..., Finance, Executive Management, Corporate Finance, Philanthropy
Education
London School of Economics and Political Science 2004 — 2005
MSc with Honors
University of Saint Thomas 1994 — 1996
MBA
University of Saint Thomas 1984 — 1987
BA
Matt Rein Matt Rein's RBC Capital Markets Experience October 2009 - Present
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets October 2009 - Present
Citi August 2006 - October 2009
Skills
Equities, IPO, Capital Markets, Bloomberg, Investment Banking, Shareholder Value, Capital Structure, Block Trading, Technology, Internet Banking, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, LBO, Financial Analysis, Finance, Derivatives, Investments, SaaS, Venture Capital, Private Equity, Investor Relations, Sales, Syndicate, Spin-offs, Research, Equity Capital Markets
Education
The Ohio State University 2001 — 2005
BA, Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor's degree, Finance, General
RBC Capital Markets October 2009 - Present
Citi August 2006 - October 2009
Skills
Equities, IPO, Capital Markets, Bloomberg, Investment Banking, Shareholder Value, Capital Structure, Block Trading, Technology, Internet Banking, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, LBO, Financial Analysis, Finance, Derivatives, Investments, SaaS, Venture Capital, Private Equity, Investor Relations, Sales, Syndicate, Spin-offs, Research, Equity Capital Markets
Education
The Ohio State University 2001 — 2005
BA, Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor's degree, Finance, General
Victor Cai Victor Cai's RBC Capital Markets Experience 1998 - 2000
Job Senior Finance Professional
Industry Leisure, Travel & Tourism
Experience
Yacht Cruises (UK) Limited November 2013 - Present
Silversea Cruises July 2009 - August 2013
Credit Suisse 2005 - 2009
J.P. Morgan 2003 - 2004
RBC Capital Markets 1998 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
Master of Business Administration
University of Pennsylvania - The Wharton School 1994 — 1998
B.S. Economics
University of Pennsylvania 1994 — 1998
B.A. Classics
Università Commerciale 'Luigi Bocconi'
Study Abroad Exchange Student
Stuyvesant High School 1990 — 1994
Yacht Cruises (UK) Limited November 2013 - Present
Silversea Cruises July 2009 - August 2013
Credit Suisse 2005 - 2009
J.P. Morgan 2003 - 2004
RBC Capital Markets 1998 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
Master of Business Administration
University of Pennsylvania - The Wharton School 1994 — 1998
B.S. Economics
University of Pennsylvania 1994 — 1998
B.A. Classics
Università Commerciale 'Luigi Bocconi'
Study Abroad Exchange Student
Stuyvesant High School 1990 — 1994
David Hung, CFA David Hung, CFA's RBC Capital Markets Experience March 2014 - Present
Job Quantitative Analysis & Risk Modeling I Derivative & Structured Products Expert
Industry Capital Markets
Experience
RBC Capital Markets March 2014 - Present
CIBC World Markets April 2010 - March 2014
CIBC Investor Services Inc. November 2008 - April 2010
RBC Royal Bank May 2007 - June 2008
Skills
Derivatives, Equities, Capital Markets, Microsoft Excel, Economics, Bloomberg, VBA, Fixed Income, Financial Risk, Portfolio Management, Equity Derivatives, Investments, Banking, Trading
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master's Degree, Finance (MFin)
The University of British Columbia 2003 — 2007
Bachelor's Degree, Economics and Commerce
RBC Capital Markets March 2014 - Present
CIBC World Markets April 2010 - March 2014
CIBC Investor Services Inc. November 2008 - April 2010
RBC Royal Bank May 2007 - June 2008
Skills
Derivatives, Equities, Capital Markets, Microsoft Excel, Economics, Bloomberg, VBA, Fixed Income, Financial Risk, Portfolio Management, Equity Derivatives, Investments, Banking, Trading
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master's Degree, Finance (MFin)
The University of British Columbia 2003 — 2007
Bachelor's Degree, Economics and Commerce
Reema Bakarania Reema Bakarania's RBC Capital Markets Experience October 2014 - Present
Job at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2014 - Present
Skills
Financial Analysis, Start-ups, Financial Modeling, Due Diligence, Corporate Finance, Finance, Mergers & Acquisitions, Portfolio Management, Cash Flow, Executive Management, Variance Analysis, Microsoft Office, Investment Banking, Budgets
Education
University of South Florida 2009 — 2012
Master of Arts (M.A.), Economics
University of Miami 2004 — 2008
Bachelor of Arts, Economics
University of Miami 2004 — 2008
Bachelor of Science, Microbiology and Immunology
London School of Economics and Political Science 2007 — 2007
RBC Capital Markets October 2014 - Present
Skills
Financial Analysis, Start-ups, Financial Modeling, Due Diligence, Corporate Finance, Finance, Mergers & Acquisitions, Portfolio Management, Cash Flow, Executive Management, Variance Analysis, Microsoft Office, Investment Banking, Budgets
Education
University of South Florida 2009 — 2012
Master of Arts (M.A.), Economics
University of Miami 2004 — 2008
Bachelor of Arts, Economics
University of Miami 2004 — 2008
Bachelor of Science, Microbiology and Immunology
London School of Economics and Political Science 2007 — 2007
David C. Light's RBC Capital Markets Experience November 2010 - May 2012
Job CoFounder and Principal, CrossRate Technologies
Industry Capital Markets
Experience
CrossRate Technologies LLC July 2012 - Present
RBC Capital Markets November 2010 - May 2012
Citigroup/Salomon Brothers June 1987 - August 2010
Skills
Derivatives, Trading, Structured Products, Hedge Funds, Investments, Bonds, Electronic Trading, MBS, Equities, Hedging, Swaps, Bloomberg, Structured Finance, Financial Markets, ABS, Portfolio Management, Securitization, Securities, Market Risk, Asset Managment, HFT/Electronic Trading, Sales Management, Sales Operations, Sales Process, Account Management, US Treasuries, Government Agencies
Education
University of Chicago Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
State University of New York at Albany 1982 — 1986
BS/BA, Finance/Economics
Valley Stream Central High School
CrossRate Technologies LLC July 2012 - Present
RBC Capital Markets November 2010 - May 2012
Citigroup/Salomon Brothers June 1987 - August 2010
Skills
Derivatives, Trading, Structured Products, Hedge Funds, Investments, Bonds, Electronic Trading, MBS, Equities, Hedging, Swaps, Bloomberg, Structured Finance, Financial Markets, ABS, Portfolio Management, Securitization, Securities, Market Risk, Asset Managment, HFT/Electronic Trading, Sales Management, Sales Operations, Sales Process, Account Management, US Treasuries, Government Agencies
Education
University of Chicago Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance
State University of New York at Albany 1982 — 1986
BS/BA, Finance/Economics
Valley Stream Central High School
Blake Toll's RBC Capital Markets Experience 2011 - March 2013
Job Private Equity Associate at Atlantic Street Capital
Industry Venture Capital & Private Equity
Experience
Atlantic Street Capital March 2013 - Present
RBC Capital Markets 2011 - March 2013
J.P. Morgan June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Leveraged Finance, LBO, Banking, Economics, Growth Capital, Financial Modeling, Valuation, Private Equity, Bloomberg, Management, Recapitalizations, Due Diligence, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance & Accounting
London School of Economics and Political Science 2009 — 2009
Economics
Atlantic Street Capital March 2013 - Present
RBC Capital Markets 2011 - March 2013
J.P. Morgan June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Leveraged Finance, LBO, Banking, Economics, Growth Capital, Financial Modeling, Valuation, Private Equity, Bloomberg, Management, Recapitalizations, Due Diligence, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance & Accounting
London School of Economics and Political Science 2009 — 2009
Economics
Daria Komarova Daria Komarova's RBC Capital Markets Experience April 2014 - Present
Job Fixed Income Operations Administrator at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Fisheries and Oceans Canada January 2012 - December 2012
The University of British Columbia August 2011 - May 2012
The University of British Columbia September 2009 - September 2011
Non-commercial Partnership of the Coordination of Northern Sea Route Usages June 2011 - August 2011
Logos LV September 2008 - May 2011
Blenz The Canadian Coffee Company Ltd. September 2009 - December 2010
Kempinski Hotels May 2010 - July 2010
Skills
Financial Analysis, Teamwork, Event Planning, Microsoft Office, Data Analysis, Finance, Event Management, Social Media, Customer Service, PowerPoint, Research, Hospitality Industry, Public Speaking, Microsoft Excel, Public Relations, Training, Time Management, CRM, Datastream, Financial Services, Capital IQ, Bloomberg Terminal, Reuters, Quantitative Finance, Fixed Income, Financial Reporting, Strategic Planning, Strategic Consulting, Analitical, Financial Modeling, Problem Solving, Creative Strategy, Business Diagnosis, Abacus, PeopleSoft, OTC, Derivatives, Option Pricing Models, Option Valuation, Data Mining, Financial Accounting, Biology, Social Media Marketing, Statistics, Cognos, Equestrian
Education
The University of British Columbia / UBC 2007 — 2013
Commerce, Finance and International Business Co-op
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
Study Abroad - Exchange Term, International Finance
Logos LV 1998 — 2008
Primary Education, Mathematics, English, German
RBC Capital Markets April 2014 - Present
Fisheries and Oceans Canada January 2012 - December 2012
The University of British Columbia August 2011 - May 2012
The University of British Columbia September 2009 - September 2011
Non-commercial Partnership of the Coordination of Northern Sea Route Usages June 2011 - August 2011
Logos LV September 2008 - May 2011
Blenz The Canadian Coffee Company Ltd. September 2009 - December 2010
Kempinski Hotels May 2010 - July 2010
Skills
Financial Analysis, Teamwork, Event Planning, Microsoft Office, Data Analysis, Finance, Event Management, Social Media, Customer Service, PowerPoint, Research, Hospitality Industry, Public Speaking, Microsoft Excel, Public Relations, Training, Time Management, CRM, Datastream, Financial Services, Capital IQ, Bloomberg Terminal, Reuters, Quantitative Finance, Fixed Income, Financial Reporting, Strategic Planning, Strategic Consulting, Analitical, Financial Modeling, Problem Solving, Creative Strategy, Business Diagnosis, Abacus, PeopleSoft, OTC, Derivatives, Option Pricing Models, Option Valuation, Data Mining, Financial Accounting, Biology, Social Media Marketing, Statistics, Cognos, Equestrian
Education
The University of British Columbia / UBC 2007 — 2013
Commerce, Finance and International Business Co-op
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2011 — 2011
Study Abroad - Exchange Term, International Finance
Logos LV 1998 — 2008
Primary Education, Mathematics, English, German
Scott Gyllensten Scott Gyllensten's RBC Capital Markets Experience November 2004 - September 2006
Job Senior Vice President of Operational Risk Management at People's United Bank
Industry Financial Services
Experience
People's United Bank January 2012 - Present
Citizens Bank August 2010 - January 2012
OpHedge Investment Services May 2008 - August 2010
RBS Greenwich Capital 2006 - 2008
RBC Capital Markets November 2004 - September 2006
People's Bank December 1998 - October 2004
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Financial Risk, Risk Management, Derivatives, Fixed Income, Hedge Funds, AML, Capital Markets, Credit Risk, Securities, Banking, Equities, Financial Services, Investment Banking, Market Risk, Portfolio Management, Retail Banking, Asset Management, Basel II, Bonds, FX Options
Education
The University of Connecticut School of Law 2002 — 2005
JD and a Graduate Certificate in Tax, Law
University of Connecticut 1994 — 1999
BA, Coms, Pols
People's United Bank January 2012 - Present
Citizens Bank August 2010 - January 2012
OpHedge Investment Services May 2008 - August 2010
RBS Greenwich Capital 2006 - 2008
RBC Capital Markets November 2004 - September 2006
People's Bank December 1998 - October 2004
Skills
Operational Risk, Enterprise Risk..., Operational Risk..., Financial Risk, Risk Management, Derivatives, Fixed Income, Hedge Funds, AML, Capital Markets, Credit Risk, Securities, Banking, Equities, Financial Services, Investment Banking, Market Risk, Portfolio Management, Retail Banking, Asset Management, Basel II, Bonds, FX Options
Education
The University of Connecticut School of Law 2002 — 2005
JD and a Graduate Certificate in Tax, Law
University of Connecticut 1994 — 1999
BA, Coms, Pols
Crystal Anderson Crystal Anderson's RBC Capital Markets Experience April 2001 - August 2001
Job Senior Manager, Internet Banking & Mobile Channels at HSBC
Industry Banking
Experience
HSBC April 2012 - Present
HSBC March 2011 - April 2012
HSBC Private Bank September 2005 - March 2011
RBC Royal Bank September 2003 - September 2005
ADP July 2002 - September 2003
RBC Capital Markets April 2001 - August 2001
Skills
Competitive Analysis, Business Analysis, Customer Experience, Performance Management, Digital Banking, Multi-Channel Banking, Strategic Planning, Leadership, Project Management, Channel Enablement, Business Change..., Operational Execution, Staff Mentoring, Relationship Developer, Digital Marketing, Vendor Management, IT Management, CRM, Internet Banking, Change Management, Mobile Devices, Banking, Risk Management, Business Process..., Process Improvement, Requirements Analysis, SDLC, Business Development, Team Leadership
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate
Project Management Institute 2009 — 2009
PMP Credential
HSBC Six Sigma 2006 — 2006
Green Belt
University of Waterloo 1998 — 2002
B.Sc.
HSBC April 2012 - Present
HSBC March 2011 - April 2012
HSBC Private Bank September 2005 - March 2011
RBC Royal Bank September 2003 - September 2005
ADP July 2002 - September 2003
RBC Capital Markets April 2001 - August 2001
Skills
Competitive Analysis, Business Analysis, Customer Experience, Performance Management, Digital Banking, Multi-Channel Banking, Strategic Planning, Leadership, Project Management, Channel Enablement, Business Change..., Operational Execution, Staff Mentoring, Relationship Developer, Digital Marketing, Vendor Management, IT Management, CRM, Internet Banking, Change Management, Mobile Devices, Banking, Risk Management, Business Process..., Process Improvement, Requirements Analysis, SDLC, Business Development, Team Leadership
Education
The George Washington University - School of Business 2008 — 2010
Master's Certificate
Project Management Institute 2009 — 2009
PMP Credential
HSBC Six Sigma 2006 — 2006
Green Belt
University of Waterloo 1998 — 2002
B.Sc.
John Glotzbecker John Glotzbecker's RBC Capital Markets Experience April 2011 - March 2013
Job Vice President at TD Securities
Industry Investment Banking
Experience
TD September 2015 - Present
Cantor Fitzgerald April 2013 - September 2015
RBC Capital Markets April 2011 - March 2013
TD Bank, N.A. July 2007 - March 2011
US Securities and Exchange Commission May 2006 - May 2007
Smith Barney September 2005 - May 2006
Skills
Valuation, Credit, Leveraged Finance, Financial Modeling, Series 7, Investment Banking, Capital Markets, Credit Analysis, M, DCF, Mergers & Acquisitions, Equities, Finance, Securities, Banking, Derivatives, Financial Analysis
Education
The George Washington University 2003 — 2007
Bachelor of Arts, Major: Economics, Minor: History
Saratoga Springs High School 1999 — 2003
Regents Diploma, Economics
TD September 2015 - Present
Cantor Fitzgerald April 2013 - September 2015
RBC Capital Markets April 2011 - March 2013
TD Bank, N.A. July 2007 - March 2011
US Securities and Exchange Commission May 2006 - May 2007
Smith Barney September 2005 - May 2006
Skills
Valuation, Credit, Leveraged Finance, Financial Modeling, Series 7, Investment Banking, Capital Markets, Credit Analysis, M, DCF, Mergers & Acquisitions, Equities, Finance, Securities, Banking, Derivatives, Financial Analysis
Education
The George Washington University 2003 — 2007
Bachelor of Arts, Major: Economics, Minor: History
Saratoga Springs High School 1999 — 2003
Regents Diploma, Economics
Don Steele Don Steele's RBC Capital Markets Experience 1997 - 1999
Job Senior Manager, Capital Management at BMO
Industry Banking
Experience
BMO 2012 - Present
CIBC 2011 - 2012
RBC, Group Risk Management 2006 - 2010
RBC, Head Office Finance 2004 - 2006
RBC, Group Risk Management 2003 - 2004
RBC, Corporate Treasury 2001 - 2003
RBC, Corporate Treasury 1999 - 2001
RBC Capital Markets 1997 - 1999
RBC, Trading Finance 1995 - 1997
RBC Action Direct 1994 - 1995
Skills
Structured Finance, Portfolio Management, Banking, Financial Risk, Risk Management, Mergers, Credit, Investments, Credit Analysis, Financial Analysis, Finance, Credit Risk, Capital Markets
Education
Global Association of Risk Professionals (GARP) 2011 — 2011
Financial Risk Manager (FRM), Risk Management
The University of Chicago - Booth School of Business 2003 — 2003
Alternative Risk Transfer Course, Insurance and Market Risk Mitigation
CFA Institute 1999 — 2001
CFA Charterholder, Investment Management, Finance
ACI, The Financial Markets Association 1998 — 1998
ACI Diploma (with merit), Market Risk Managemant
University of Manitoba 1981 — 1986
B. Comm, Accounting & Finance
University of Manitoba 1981 — 1986
B. Comm, Accounting, Finance
St. Paul's High School 1978 — 1981
BMO 2012 - Present
CIBC 2011 - 2012
RBC, Group Risk Management 2006 - 2010
RBC, Head Office Finance 2004 - 2006
RBC, Group Risk Management 2003 - 2004
RBC, Corporate Treasury 2001 - 2003
RBC, Corporate Treasury 1999 - 2001
RBC Capital Markets 1997 - 1999
RBC, Trading Finance 1995 - 1997
RBC Action Direct 1994 - 1995
Skills
Structured Finance, Portfolio Management, Banking, Financial Risk, Risk Management, Mergers, Credit, Investments, Credit Analysis, Financial Analysis, Finance, Credit Risk, Capital Markets
Education
Global Association of Risk Professionals (GARP) 2011 — 2011
Financial Risk Manager (FRM), Risk Management
The University of Chicago - Booth School of Business 2003 — 2003
Alternative Risk Transfer Course, Insurance and Market Risk Mitigation
CFA Institute 1999 — 2001
CFA Charterholder, Investment Management, Finance
ACI, The Financial Markets Association 1998 — 1998
ACI Diploma (with merit), Market Risk Managemant
University of Manitoba 1981 — 1986
B. Comm, Accounting & Finance
University of Manitoba 1981 — 1986
B. Comm, Accounting, Finance
St. Paul's High School 1978 — 1981
Aditya Koul's RBC Capital Markets Experience 2012 - 2012
Job Associate, Portfolio Risk Management Market Risk at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2015 - Present
IBM 2013 - June 2015
RBC Capital Markets 2012 - 2012
Simplex Investments 2011 - 2011
Spot Trading LLC 2008 - 2010
Skills
Valuation, Financial Modeling, Derivatives, Quantitative Finance, Trading, Equities, Options, Fixed Income, Capital Markets, Proprietary Trading, Equity Derivatives, Bloomberg, Equity Research, Hedging, Volatility, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics
University of Illinois at Urbana-Champaign
B.S., Physics, Mathematics
Morgan Stanley July 2015 - Present
IBM 2013 - June 2015
RBC Capital Markets 2012 - 2012
Simplex Investments 2011 - 2011
Spot Trading LLC 2008 - 2010
Skills
Valuation, Financial Modeling, Derivatives, Quantitative Finance, Trading, Equities, Options, Fixed Income, Capital Markets, Proprietary Trading, Equity Derivatives, Bloomberg, Equity Research, Hedging, Volatility, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Economics
University of Illinois at Urbana-Champaign
B.S., Physics, Mathematics
Benjamin Kail Benjamin Kail's RBC Capital Markets Experience June 2010 - December 2012
Job Oilfield Servicing
Industry Oil & Energy
Experience
TegraExcel Oilfield Logistics February 2013 - Present
RBC Capital Markets June 2010 - December 2012
CWCapital Asset Management April 2009 - June 2010
Invesco Real Estate August 2005 - October 2008
K&L Gates 2003 - 2005
Skills
Real Estate Finance, Capital Markets, Financial Analysis, Asset Management, Accounting, Real Estate, Real Estate Economics, Financial Modeling, Banking, Valuation, Private Equity, Investments, Finance, Due Diligence, Acquisitions, Portfolio Management, Financial Structuring, Real Estate Financing, Structured Finance, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
The University of Texas at Arlington 2005 — 2006
Masters, Real Estate
The Johns Hopkins University 1999 — 2003
Bachelors, Economics, Minor: Entreprenuership & Management
TegraExcel Oilfield Logistics February 2013 - Present
RBC Capital Markets June 2010 - December 2012
CWCapital Asset Management April 2009 - June 2010
Invesco Real Estate August 2005 - October 2008
K&L Gates 2003 - 2005
Skills
Real Estate Finance, Capital Markets, Financial Analysis, Asset Management, Accounting, Real Estate, Real Estate Economics, Financial Modeling, Banking, Valuation, Private Equity, Investments, Finance, Due Diligence, Acquisitions, Portfolio Management, Financial Structuring, Real Estate Financing, Structured Finance, Equities, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
The University of Texas at Arlington 2005 — 2006
Masters, Real Estate
The Johns Hopkins University 1999 — 2003
Bachelors, Economics, Minor: Entreprenuership & Management
Mindy Fang Mindy Fang's RBC Capital Markets Experience June 2015 - Present
Job Student at University of Chicago
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Ketchum Trading/ Hull Investments April 2015 - June 2015
Zolio Inc January 2015 - April 2015
The University of British Columbia-- the Department of Mathematics September 2011 - May 2013
Co-Bridge Capital Private Equity June 2012 - August 2012
HSBC CMB April 2011 - August 2011
HuaTai Securities Co.,Ltd. July 2010 - August 2010
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Access, C++ Language, Time Management, Analysis, Corporate Finance, Option Pricing Models, C, C++
Education
The University of Chicago 2014 — 2015
Master's Degree, Financial Mathematics
The University of British Columbia 2009 — 2013
Sauder School of Business, Bachelor of Commerce (B.Com.), Finance
RBC Capital Markets June 2015 - Present
Ketchum Trading/ Hull Investments April 2015 - June 2015
Zolio Inc January 2015 - April 2015
The University of British Columbia-- the Department of Mathematics September 2011 - May 2013
Co-Bridge Capital Private Equity June 2012 - August 2012
HSBC CMB April 2011 - August 2011
HuaTai Securities Co.,Ltd. July 2010 - August 2010
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Access, C++ Language, Time Management, Analysis, Corporate Finance, Option Pricing Models, C, C++
Education
The University of Chicago 2014 — 2015
Master's Degree, Financial Mathematics
The University of British Columbia 2009 — 2013
Sauder School of Business, Bachelor of Commerce (B.Com.), Finance
Derek Dodd Derek Dodd's RBC Capital Markets Experience May 2013 - August 2013
Job Analyst at KKR
Industry Investment Banking
Experience
KKR July 2015 - Present
UBC Portfolio Management Foundation April 2014 - March 2015
KKR May 2014 - August 2014
UBC Portfolio Management Foundation April 2013 - March 2014
RBC Capital Markets May 2013 - August 2013
National Investment Banking Competition & Conference April 2012 - January 2013
Skills
Event Planning, Time Management, Public Speaking, Teamwork, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Research, Marketing, Event Management
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Sexsmith Secondary School 2005 — 2011
KKR July 2015 - Present
UBC Portfolio Management Foundation April 2014 - March 2015
KKR May 2014 - August 2014
UBC Portfolio Management Foundation April 2013 - March 2014
RBC Capital Markets May 2013 - August 2013
National Investment Banking Competition & Conference April 2012 - January 2013
Skills
Event Planning, Time Management, Public Speaking, Teamwork, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Research, Marketing, Event Management
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Sexsmith Secondary School 2005 — 2011
Kenny Yoon Kenny Yoon's RBC Capital Markets Experience June 2015 - Present
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
Maximus Capital Partners June 2014 - February 2015
The Enterprise Center Capital Corporation September 2013 - December 2013
Manhattan School of Music June 2011 - August 2011
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Horace Mann School 2008 — 2012
The Juilliard School 2006 — 2012
Pre-College Division
RBC Capital Markets June 2015 - Present
Maximus Capital Partners June 2014 - February 2015
The Enterprise Center Capital Corporation September 2013 - December 2013
Manhattan School of Music June 2011 - August 2011
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economics
Horace Mann School 2008 — 2012
The Juilliard School 2006 — 2012
Pre-College Division
Dan Muller Dan Muller's RBC Capital Markets Experience July 2015 - Present
Job Global Investment Banking Analyst at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets July 2015 - Present
PADI May 2015 - Present
Utila Dive Center May 2015 - June 2015
RBC Capital Markets May 2014 - August 2014
KPMG Canada May 2013 - August 2013
Skills
Team Leadership, Event Management, Time Management, Teamwork, Event Planning, Critical Thinking, Sponsorship, WordPress, Microsoft Office, Photoshop, Financial Analysis, Facebook, Social Media, Leadership, Marketing Strategy, Marketing Communications, Quantitative Analytics, Team Building, Fundraising, Research, Entrepreneurship, Blogging, Social Media Marketing, English, Business Strategy, Accounting, Data Analysis, Microsoft Word, Customer Service, Public Relations, Market Research, Close Attention to..., Volunteer Management, Financial Accounting, Social Networking, Financial Modeling, Microsoft Excel, French, Nonprofits, Teaching, Sales, Strategic Planning, Public Speaking, Mandarin, PowerPoint, Analysis, Cantonese, Access, Data Entry, Project Management
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (BCom), Accounting and Finance
University of Melbourne 2013 — 2013
Exchange Term - Faculty of Business and Economics, Studied: Economics and Liberal Arts
West Vancouver Secondary School 2005 — 2010
High School Diploma
RBC Capital Markets July 2015 - Present
PADI May 2015 - Present
Utila Dive Center May 2015 - June 2015
RBC Capital Markets May 2014 - August 2014
KPMG Canada May 2013 - August 2013
Skills
Team Leadership, Event Management, Time Management, Teamwork, Event Planning, Critical Thinking, Sponsorship, WordPress, Microsoft Office, Photoshop, Financial Analysis, Facebook, Social Media, Leadership, Marketing Strategy, Marketing Communications, Quantitative Analytics, Team Building, Fundraising, Research, Entrepreneurship, Blogging, Social Media Marketing, English, Business Strategy, Accounting, Data Analysis, Microsoft Word, Customer Service, Public Relations, Market Research, Close Attention to..., Volunteer Management, Financial Accounting, Social Networking, Financial Modeling, Microsoft Excel, French, Nonprofits, Teaching, Sales, Strategic Planning, Public Speaking, Mandarin, PowerPoint, Analysis, Cantonese, Access, Data Entry, Project Management
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (BCom), Accounting and Finance
University of Melbourne 2013 — 2013
Exchange Term - Faculty of Business and Economics, Studied: Economics and Liberal Arts
West Vancouver Secondary School 2005 — 2010
High School Diploma
Douglas Macnab Douglas Macnab's RBC Capital Markets Experience September 2013 - Present
Job Program Manager at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2013 - Present
Barclays Capital March 2008 - July 2013
Lehman Brothers March 2008 - September 2008
Various Companies April 2003 - June 2007
Accenture January 2001 - September 2002
Barclays Stockbrokers January 1998 - September 1999
Skills
Project Management, Business Analysis, PMO, Project Portfolio..., PRINCE2, Business Transformation, Program Management, IT Strategy, Project Planning, Trading Systems, Change Management, Management, Testing, SDLC, Project Delivery, Software Project..., Requirements Gathering, Governance, Business Process..., PMP, Requirements Analysis, Stakeholder Management, Vendor Management
Education
The University of Stirling 1999 — 2000
MSc, Information Systems Management
The University of Glasgow 1994 — 1997
MA, English, Psychology
RBC Capital Markets September 2013 - Present
Barclays Capital March 2008 - July 2013
Lehman Brothers March 2008 - September 2008
Various Companies April 2003 - June 2007
Accenture January 2001 - September 2002
Barclays Stockbrokers January 1998 - September 1999
Skills
Project Management, Business Analysis, PMO, Project Portfolio..., PRINCE2, Business Transformation, Program Management, IT Strategy, Project Planning, Trading Systems, Change Management, Management, Testing, SDLC, Project Delivery, Software Project..., Requirements Gathering, Governance, Business Process..., PMP, Requirements Analysis, Stakeholder Management, Vendor Management
Education
The University of Stirling 1999 — 2000
MSc, Information Systems Management
The University of Glasgow 1994 — 1997
MA, English, Psychology
Liane Hajduch Liane Hajduch's RBC Capital Markets Experience November 2010 - May 2014
Job University Program Manager at Venmo
Industry Financial Services
Experience
Venmo April 2015 - Present
Moelis & Company May 2014 - April 2015
RBC Capital Markets November 2010 - May 2014
J.P. Morgan July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Kirkland & Ellis LLP June 2007 - August 2007
Skills
Financial Analysis, Human Resources, PeopleSoft, Operations Management, Microsoft Excel, Data Analysis, Leadership, Financial Modeling, Analysis, Microsoft Office, PowerPoint, Interviews, Onboarding, Recruiting, Microsoft Word, Public Speaking
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Organizational Studies, Communications, 3.89
The London School of Economics and Political Science (LSE) 2008 — 2008
Management, A+
Venmo April 2015 - Present
Moelis & Company May 2014 - April 2015
RBC Capital Markets November 2010 - May 2014
J.P. Morgan July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Kirkland & Ellis LLP June 2007 - August 2007
Skills
Financial Analysis, Human Resources, PeopleSoft, Operations Management, Microsoft Excel, Data Analysis, Leadership, Financial Modeling, Analysis, Microsoft Office, PowerPoint, Interviews, Onboarding, Recruiting, Microsoft Word, Public Speaking
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Organizational Studies, Communications, 3.89
The London School of Economics and Political Science (LSE) 2008 — 2008
Management, A+
Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC's RBC Capital Markets Experience June 1999 - February 2006
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Lenox Advisors January 2009 - Present
Sanders Morris Harris January 2008 - September 2008
Leerink Swann & Co., Inc. May 2006 - January 2007
RBC Capital Markets June 1999 - February 2006
DRW 1999 - 2006
Sanford C. Bernstein 1981 - 1992
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling
Education
The American College 2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning
University of New Haven 1975 — 1977
MBA, Finance
The University of Connecticut 1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies
Eric Ray's RBC Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst, RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
GoldenTree Asset Management June 2012 - August 2012
kbs+ June 2011 - August 2011
Skills
Finance, Investment Banking, Financial Modeling, Entrepreneurship, Leveraged Finance, Financial Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Teamwork, Distressed Debt, High Yield Bonds, Real Estate, Value Investing, Portfolio Management, Investments, Credit, Analysis, Microsoft Office
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.78
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
GoldenTree Asset Management June 2012 - August 2012
kbs+ June 2011 - August 2011
Skills
Finance, Investment Banking, Financial Modeling, Entrepreneurship, Leveraged Finance, Financial Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Leadership, Teamwork, Distressed Debt, High Yield Bonds, Real Estate, Value Investing, Portfolio Management, Investments, Credit, Analysis, Microsoft Office
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.78
Natalia Moreno, CFA Natalia Moreno, CFA's RBC Capital Markets Experience December 2014 - Present
Job Vice President, Fixed Income Sales
Industry Capital Markets
Experience
RBC Capital Markets December 2014 - Present
RBC Capital Markets July 2010 - December 2014
RBC Capital Markets May 2008 - August 2008
Skills
Capital Markets, Fixed Income, Bonds, Financial Markets, Bloomberg Terminal, Money Market
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce, Finance & International Business
RBC Capital Markets December 2014 - Present
RBC Capital Markets July 2010 - December 2014
RBC Capital Markets May 2008 - August 2008
Skills
Capital Markets, Fixed Income, Bonds, Financial Markets, Bloomberg Terminal, Money Market
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce, Finance & International Business
Patrick G. Mahoney Patrick G. Mahoney's RBC Capital Markets Experience 1997 - 2009
Job Managing Director, JP Morgan
Industry Investment Management
Experience
JP Morgan 2009 - Present
RBC Capital Markets 1997 - 2009
Skills
Equities, Capital Markets, Investments, Financial Modeling, Valuation
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Minnesota-Twin Cities 1986 — 1990
BA
JP Morgan 2009 - Present
RBC Capital Markets 1997 - 2009
Skills
Equities, Capital Markets, Investments, Financial Modeling, Valuation
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Minnesota-Twin Cities 1986 — 1990
BA
Richard Rollins III Richard Rollins III's RBC Capital Markets Experience February 2013 - Present
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets February 2013 - Present
Jay Butler July 2014 - Present
RBC Capital Markets January 2011 - February 2013
Vanguard October 2009 - January 2011
RBC January 2009 - May 2009
The GW Hatchet January 2007 - October 2008
The Echo Group May 2008 - August 2008
Meridith's Market May 2006 - August 2007
Skills
Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Financial Analysis, Investments, IPO, Mutual Funds
Education
The George Washington University 2006 — 2009
BA
RBC Capital Markets February 2013 - Present
Jay Butler July 2014 - Present
RBC Capital Markets January 2011 - February 2013
Vanguard October 2009 - January 2011
RBC January 2009 - May 2009
The GW Hatchet January 2007 - October 2008
The Echo Group May 2008 - August 2008
Meridith's Market May 2006 - August 2007
Skills
Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Financial Analysis, Investments, IPO, Mutual Funds
Education
The George Washington University 2006 — 2009
BA
Ashwin Natarajan's RBC Capital Markets Experience June 2005 - August 2005
Job Director Investment Banking at Citi
Industry Investment Banking
Experience
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Citi January 2013 - Present
Citigroup July 2006 - December 2012
RBC Capital Markets June 2005 - August 2005
Hewitt Associates August 1999 - August 2004
Skills
Valuation, Corporate Finance, LBO, Mergers & Acquisitions, Investment Banking, Financial Analysis, Investor Relations, DCF, Capital Structure, High Yield, Finance, Financial Modeling, Sell Side, Capital Markets, Due Diligence, IPO, Equities, Private Equity, Analysis, Investments, Management, Strategy, Fixed Income
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Houston 1997 — 1999
MS, Chemical Engineering
University of Mumbai 1993 — 1997
B.Chem.Engg, Chemical Engineering
OLPS 1988 — 1990
Nicholas Cerrone's RBC Capital Markets Experience July 2015 - Present
Job Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Marlin & Associates May 2013 - August 2013
Skills
Microsoft Word, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Investment Banking
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Economics
Delbarton
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Marlin & Associates May 2013 - August 2013
Skills
Microsoft Word, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Investment Banking
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Economics
Delbarton
Bob Driskell Jr.'s RBC Capital Markets Experience March 1986 - March 2006
Job Senior Vice President,Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co Inc March 2006 - February 2013
RBC Capital Markets March 1986 - March 2006
Education
Texas Christian University - M.J. Neeley School of Business 1983 — 1984
MBA, Business
Trinity University 1978 — 1981
BA, Business
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co Inc March 2006 - February 2013
RBC Capital Markets March 1986 - March 2006
Education
Texas Christian University - M.J. Neeley School of Business 1983 — 1984
MBA, Business
Trinity University 1978 — 1981
BA, Business
JinRong, Alex Luo JinRong, Alex Luo's RBC Capital Markets Experience July 2011 - December 2011
Job WebSphere Software Developer at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. January 2012 - Present
RBC Capital Markets July 2011 - December 2011
IBM Canada Ltd. May 2010 - February 2011
Electronic Arts September 2009 - December 2009
TRIUMF May 2008 - December 2008
Skills
Java, PHP, .NET, jQuery, HTML + CSS, JavaScript, MySQL, DB2, SQL, SQL Server, CCNA, SOAP, REST, SOA, Eclipse
Education
The University of British Columbia 2009 — 2010
Master, Master of Software Systems
Kwantlen Ploytechnic University 2004 — 2008
B.Tech, Information Technology with Co-op Distinction
IBM Canada Ltd. January 2012 - Present
RBC Capital Markets July 2011 - December 2011
IBM Canada Ltd. May 2010 - February 2011
Electronic Arts September 2009 - December 2009
TRIUMF May 2008 - December 2008
Skills
Java, PHP, .NET, jQuery, HTML + CSS, JavaScript, MySQL, DB2, SQL, SQL Server, CCNA, SOAP, REST, SOA, Eclipse
Education
The University of British Columbia 2009 — 2010
Master, Master of Software Systems
Kwantlen Ploytechnic University 2004 — 2008
B.Tech, Information Technology with Co-op Distinction
Titus Phoro Titus Phoro's RBC Capital Markets Experience January 2014 - December 2014
Job Vice President Healthcare Investment Banking at JMP Group
Industry Investment Banking
Experience
JMP Group January 2015 - Present
RBC Capital Markets January 2014 - December 2014
Jefferies & Company August 2011 - December 2013
Jefferies & Company June 2010 - August 2010
CVS Caremark Corporation June 2008 - July 2009
Skills
Investment Banking, Valuation, Equities, Banking, Private Equity, Portfolio Management, Financial Modeling, Market Research, Financial Analysis, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Equity Research, Mergers & Acquisitions, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting & General Management
Texas Southern University 2002 — 2008
Doctor of Pharmacy, Pharmacy
Starehe Boys' Centre 1997 — 2001
High School Certificate
JMP Group January 2015 - Present
RBC Capital Markets January 2014 - December 2014
Jefferies & Company August 2011 - December 2013
Jefferies & Company June 2010 - August 2010
CVS Caremark Corporation June 2008 - July 2009
Skills
Investment Banking, Valuation, Equities, Banking, Private Equity, Portfolio Management, Financial Modeling, Market Research, Financial Analysis, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Equity Research, Mergers & Acquisitions, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting & General Management
Texas Southern University 2002 — 2008
Doctor of Pharmacy, Pharmacy
Starehe Boys' Centre 1997 — 2001
High School Certificate
Trey Fuller Trey Fuller's RBC Capital Markets Experience September 2013 - Present
Job Associate at RBC Capital Markets
Industry Oil & Energy
Experience
RBC Capital Markets September 2013 - Present
MAPSearch November 2011 - August 2013
MAPSearch June 2011 - November 2011
MAPSearch June 2010 - June 2011
Skills
ArcGIS, Aerial Photography, ESRI, Cartography, ArcSDE, GPS, GIS, Spatial Analysis, ArcGIS Server, ArcMap, Spatial Databases, Geomatics, Geoprocessing, Imagery, ArcInfo, Google Earth, SharePoint, ModelBuilder
Education
Texas State University-San Marcos 2008 — 2011
Bachelor of Science (B.S.), Geographic Information Science and Cartography
RBC Capital Markets September 2013 - Present
MAPSearch November 2011 - August 2013
MAPSearch June 2011 - November 2011
MAPSearch June 2010 - June 2011
Skills
ArcGIS, Aerial Photography, ESRI, Cartography, ArcSDE, GPS, GIS, Spatial Analysis, ArcGIS Server, ArcMap, Spatial Databases, Geomatics, Geoprocessing, Imagery, ArcInfo, Google Earth, SharePoint, ModelBuilder
Education
Texas State University-San Marcos 2008 — 2011
Bachelor of Science (B.S.), Geographic Information Science and Cartography
Kamil Wyrzykowski Kamil Wyrzykowski's RBC Capital Markets Experience July 2009 - April 2010
Job Executive Recruiter Senior Manager, Banking & Financial Services
Industry Financial Services
Experience
Michael Page International, USA & Canada May 2010 - Present
RBC Capital Markets July 2009 - April 2010
Russell Reynolds Associates September 2006 - June 2008
Skills
Hedge Funds, Internal Audit, Capital Markets, SOX, Audit, Operational Risk, Auditing, Investment Banking, Sarbanes-Oxley Act, IT Audit, Financial Services, Banking, Credit Risk, Risk Management
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance, International Business
Bergen Catholic HS 2000 — 2004
Michael Page International, USA & Canada May 2010 - Present
RBC Capital Markets July 2009 - April 2010
Russell Reynolds Associates September 2006 - June 2008
Skills
Hedge Funds, Internal Audit, Capital Markets, SOX, Audit, Operational Risk, Auditing, Investment Banking, Sarbanes-Oxley Act, IT Audit, Financial Services, Banking, Credit Risk, Risk Management
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance, International Business
Bergen Catholic HS 2000 — 2004
Evan Rabin Evan Rabin's RBC Capital Markets Experience August 2013 - August 2015
Job Investment Professional at PennantPark Investment Advisers
Industry Financial Services
Experience
PennantPark Investment Advisers, LLC August 2015 - Present
RBC Capital Markets August 2013 - August 2015
SunTrust Robinson Humphrey June 2012 - August 2013
Lazard May 2011 - July 2011
Supreme Court of New York June 2009 - July 2009
Skills
series 7, Series 63, series 79, Financial Modeling, FINRA, Investment Banking, Bloomberg, Capital Markets, Valuation, Investments, Equities, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
London School of Economics and Political Science 2010 — 2010
Millburn High School 2004 — 2008
PennantPark Investment Advisers, LLC August 2015 - Present
RBC Capital Markets August 2013 - August 2015
SunTrust Robinson Humphrey June 2012 - August 2013
Lazard May 2011 - July 2011
Supreme Court of New York June 2009 - July 2009
Skills
series 7, Series 63, series 79, Financial Modeling, FINRA, Investment Banking, Bloomberg, Capital Markets, Valuation, Investments, Equities, Microsoft Excel
Education
University of Virginia 2008 — 2012
Bachelor of Science (B.S.), Finance and International Business
London School of Economics and Political Science 2010 — 2010
Millburn High School 2004 — 2008
Jennifer Emanuel's RBC Capital Markets Experience December 2013 - November 2014
Job Sr. Project Manager / Business Analyst Consultant
Industry Information Technology and Services
Experience
J.P. Morgan May 2015 - Present
RBC Capital Markets December 2013 - November 2014
Paragon Solutions Inc. July 2011 - September 2013
Renaissance Ventures January 2007 - December 2011
BondMart Inc. January 2008 - October 2008
ICAP March 2005 - December 2007
Independent Consultant February 2003 - February 2005
ITG November 2001 - December 2002
Trading Technologies January 2001 - October 2001
National Discount Brokers (NDB.com) April 1999 - December 2000
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Project Management, Program Management, Integration, Agile Methodologies, MS Project, Requirements Gathering, Business Process, Business Process..., Relationship Management, Superior Client Service, Financial Services, Financial Markets, Cost Basis Reporting, Electronic Trading, Software Implementation
Education
The George Washington University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2015 - Present
RBC Capital Markets December 2013 - November 2014
Paragon Solutions Inc. July 2011 - September 2013
Renaissance Ventures January 2007 - December 2011
BondMart Inc. January 2008 - October 2008
ICAP March 2005 - December 2007
Independent Consultant February 2003 - February 2005
ITG November 2001 - December 2002
Trading Technologies January 2001 - October 2001
National Discount Brokers (NDB.com) April 1999 - December 2000
Skills
SDLC, Software Project..., Business Analysis, Requirements Analysis, Project Management, Program Management, Integration, Agile Methodologies, MS Project, Requirements Gathering, Business Process, Business Process..., Relationship Management, Superior Client Service, Financial Services, Financial Markets, Cost Basis Reporting, Electronic Trading, Software Implementation
Education
The George Washington University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Jeff Bowman's RBC Capital Markets Experience December 2014 - Present
Job Institutional Equity Trade Support at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2014 - Present
State Street June 2014 - December 2014
Vincent speculative October 2012 - May 2014
Skills
Financial Analysis, Equities, Investments, Research, Microsoft Excel, Finance, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Trading, Derivatives, Technical Analysis, Analysis
Education
CMCC 2008 — 2012
Doctorate
The University of British Columbia 2004 — 2008
Integrated Engineering, Engineering
RBC Capital Markets December 2014 - Present
State Street June 2014 - December 2014
Vincent speculative October 2012 - May 2014
Skills
Financial Analysis, Equities, Investments, Research, Microsoft Excel, Finance, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Trading, Derivatives, Technical Analysis, Analysis
Education
CMCC 2008 — 2012
Doctorate
The University of British Columbia 2004 — 2008
Integrated Engineering, Engineering
Al Longfield's RBC Capital Markets Experience June 1997 - January 2004
Job Managing Director at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners April 2009 - Present
Talon Partners, Inc. June 2006 - December 2008
Canaccord Genuity January 2004 - January 2007
RBC Capital Markets June 1997 - January 2004
KPMG Peat Marwick June 1993 - September 1995
Skills
M&A experience, Corporate Finance, Venture Capital, Investment Banking, Mergers, Capital Markets, Capital Structure, Financial Analysis, Staff Training, New Business Development, Valuation, Mergers & Acquisitions, Investments, Restructuring, Finance, Business Valuation, Due Diligence, Financial Modeling, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance & accounting
Lake Park High School 1985 — 1989
Roth Capital Partners April 2009 - Present
Talon Partners, Inc. June 2006 - December 2008
Canaccord Genuity January 2004 - January 2007
RBC Capital Markets June 1997 - January 2004
KPMG Peat Marwick June 1993 - September 1995
Skills
M&A experience, Corporate Finance, Venture Capital, Investment Banking, Mergers, Capital Markets, Capital Structure, Financial Analysis, Staff Training, New Business Development, Valuation, Mergers & Acquisitions, Investments, Restructuring, Finance, Business Valuation, Due Diligence, Financial Modeling, Private Equity
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Analytical Finance
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance & accounting
Lake Park High School 1985 — 1989
John Macaskill John Macaskill's RBC Capital Markets Experience 2013 - 2014
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2013 - 2014
RBC Capital Markets 2013 - 2014
Alton Lane July 2012 - September 2012
Lincolnshire Management June 2012 - July 2012
Macquarie Group 2009 - 2011
JPMorgan Chase September 2006 - November 2008
Skills
Valuation, Private Equity, Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Emerging Markets, Corporate Finance, Asset Managment
Education
University of Virginia Darden School of Business 2011 — 2013
The University of Edinburgh 2002 — 2006
MA Business Studies Honors, Business
RBC Capital Markets 2013 - 2014
RBC Capital Markets 2013 - 2014
Alton Lane July 2012 - September 2012
Lincolnshire Management June 2012 - July 2012
Macquarie Group 2009 - 2011
JPMorgan Chase September 2006 - November 2008
Skills
Valuation, Private Equity, Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Emerging Markets, Corporate Finance, Asset Managment
Education
University of Virginia Darden School of Business 2011 — 2013
The University of Edinburgh 2002 — 2006
MA Business Studies Honors, Business
Brian Peters Brian Peters's RBC Capital Markets Experience June 2011 - August 2011
Job Associate at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group November 2014 - Present
Stifel Nicolaus July 2012 - November 2014
Johns Hopkins University January 2011 - July 2012
RBC Capital Markets June 2011 - August 2011
Berkshire Asset Management June 2010 - August 2010
Stifel Nicolaus & Company February 2010 - May 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2008 — 2012
Fortress Investment Group November 2014 - Present
Stifel Nicolaus July 2012 - November 2014
Johns Hopkins University January 2011 - July 2012
RBC Capital Markets June 2011 - August 2011
Berkshire Asset Management June 2010 - August 2010
Stifel Nicolaus & Company February 2010 - May 2010
Skills
Bloomberg, Data Analysis, Microsoft Excel, PowerPoint, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Research
Education
The Johns Hopkins University 2008 — 2012
Hector Canciano's RBC Capital Markets Experience May 2012 - August 2012
Job Manager, Strategy & Business Development at Viacom
Industry Investment Banking
Experience
Viacom November 2014 - Present
Citi June 2013 - November 2014
RBC Capital Markets May 2012 - August 2012
Whirlpool Corporation August 2011 - December 2011
Sponsors for Educational Opportunity May 2011 - August 2011
U.S. Department of Treasury: Office of Intelligence and Analysis October 2010 - August 2011
U.S. Environmental Protection Agency: Office of Budget August 2010 - May 2011
George Washington University August 2010 - May 2011
Skills
Economics, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Financial Analysis, Spanish, Investment Banking, Research, Microsoft Excel, Due Diligence, Quantitative Analytics, Capital Markets
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Summa Cum Laude
Christopher Columbus High School 2005 — 2009
Viacom November 2014 - Present
Citi June 2013 - November 2014
RBC Capital Markets May 2012 - August 2012
Whirlpool Corporation August 2011 - December 2011
Sponsors for Educational Opportunity May 2011 - August 2011
U.S. Department of Treasury: Office of Intelligence and Analysis October 2010 - August 2011
U.S. Environmental Protection Agency: Office of Budget August 2010 - May 2011
George Washington University August 2010 - May 2011
Skills
Economics, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Financial Analysis, Spanish, Investment Banking, Research, Microsoft Excel, Due Diligence, Quantitative Analytics, Capital Markets
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Summa Cum Laude
Christopher Columbus High School 2005 — 2009
Amelia Lak Amelia Lak's RBC Capital Markets Experience May 2011 - August 2011
Job Interest Rates Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Goldman Sachs July 2013 - October 2014
UBC Portfolio Management Foundation January 2011 - April 2013
Goldman Sachs May 2012 - August 2012
RBC Capital Markets May 2011 - August 2011
CIMB-Principal Asset Management July 2010 - September 2010
Education
The University of British Columbia 2009 — 2013
Commerce
Goldman Sachs October 2014 - Present
Goldman Sachs July 2013 - October 2014
UBC Portfolio Management Foundation January 2011 - April 2013
Goldman Sachs May 2012 - August 2012
RBC Capital Markets May 2011 - August 2011
CIMB-Principal Asset Management July 2010 - September 2010
Education
The University of British Columbia 2009 — 2013
Commerce
Jason Tishler Jason Tishler's RBC Capital Markets Experience October 2009 - August 2012
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
UBS Investment Bank August 2012 - Present
RBC Capital Markets October 2009 - August 2012
Nomura Securities International, Inc. June 2009 - October 2009
Merrill Lynch March 2004 - June 2009
Hewlett-Packard October 2001 - March 2004
Dot Hill Systems January 1996 - August 2001
AT&T Bell Laboratories June 1985 - January 1996
Education
University of California, Los Angeles 1986 — 1987
Master of Science, Electrical Engineering
The Johns Hopkins University 1981 — 1985
Bachelor of Science, Electrical Engineering
Norwalk High School 1977 — 1981
Jared Marulli's RBC Capital Markets Experience January 2013 - Present
Job Sophis Application Analyst at RBC Capital Markets
Industry Telecommunications
Experience
RBC Capital Markets January 2013 - Present
Sidera Networks August 2012 - January 2013
Integrated Plan Designs May 2011 - August 2011
Cprojects.com 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Financial Modeling, Microsoft Office, Customer Service, Time Management, Finance, Data Analysis, Outlook, Teamwork, Management, Forecasting, Leadership, Luxury Goods, Luxury Lifestyle
Education
The University of Connecticut School of Business 2008 — 2012
The University of Connecticut School of Business 2008 — 2012
RBC Capital Markets January 2013 - Present
Sidera Networks August 2012 - January 2013
Integrated Plan Designs May 2011 - August 2011
Cprojects.com 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Access, Financial Modeling, Microsoft Office, Customer Service, Time Management, Finance, Data Analysis, Outlook, Teamwork, Management, Forecasting, Leadership, Luxury Goods, Luxury Lifestyle
Education
The University of Connecticut School of Business 2008 — 2012
The University of Connecticut School of Business 2008 — 2012
Christine D. Fortin, B.Comm, FMA, FCSI Christine D. Fortin, B.Comm, FMA, FCSI's RBC Capital Markets Experience April 1995 - November 1996
Job VicePresident. Building and protecting wealth for Canada’s most successful families and entrepreneurs.
Industry Investment Management
Experience
BMO Nesbitt Burns November 1997 - Present
RBC Global Asset Management November 1996 - November 1997
RBC Capital Markets April 1995 - November 1996
Asia Securities Private Limited April 1994 - September 1994
Early Entrepreneur September 1986 - April 1994
The City of Calgary May 1989 - September 1991
Skills
Portfolio Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Equities, Fixed Income, Capital Markets, Financial Services, Wealth, Retirement Planning, Finance, Strategic Financial..., Financial Planning, Estate Planning, Asset Management
Education
Canadian Securities Institute 1997 — 2014
Finance
Chartered Financial Analyst Institute (CFA, formerly AIMR) 1996 — 1996
CFA Program, Level 1
The University of British Columbia 1991 — 1994
Bachelor of Commerce, International Finance
Western Canada High School 1988 — 1991
Diploma
BMO Nesbitt Burns November 1997 - Present
RBC Global Asset Management November 1996 - November 1997
RBC Capital Markets April 1995 - November 1996
Asia Securities Private Limited April 1994 - September 1994
Early Entrepreneur September 1986 - April 1994
The City of Calgary May 1989 - September 1991
Skills
Portfolio Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Equities, Fixed Income, Capital Markets, Financial Services, Wealth, Retirement Planning, Finance, Strategic Financial..., Financial Planning, Estate Planning, Asset Management
Education
Canadian Securities Institute 1997 — 2014
Finance
Chartered Financial Analyst Institute (CFA, formerly AIMR) 1996 — 1996
CFA Program, Level 1
The University of British Columbia 1991 — 1994
Bachelor of Commerce, International Finance
Western Canada High School 1988 — 1991
Diploma
Jeff Carberry's RBC Capital Markets Experience July 2005 - June 2007
Job Vice President, Finance at Stamps.com
Industry Internet
Experience
Stamps.com April 2014 - Present
Stamps.com April 2011 - April 2014
Stamps.com July 2008 - April 2011
CIBC World Markets June 2007 - July 2008
RBC Capital Markets July 2005 - June 2007
Ernst & Young LLP October 1997 - September 2003
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Valuation, Accounting, Private Equity, Investor Relations, Leveraged Finance, Strategy, Corporate Finance, Finance, Financial Analysis, Management, Internet / e-Commerce, M&A, Venture Capital, Financial Services, Due Diligence, Analysis, Mergers, Financial Planning, Treasury, Investment Banking, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Stamps.com April 2014 - Present
Stamps.com April 2011 - April 2014
Stamps.com July 2008 - April 2011
CIBC World Markets June 2007 - July 2008
RBC Capital Markets July 2005 - June 2007
Ernst & Young LLP October 1997 - September 2003
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Valuation, Accounting, Private Equity, Investor Relations, Leveraged Finance, Strategy, Corporate Finance, Finance, Financial Analysis, Management, Internet / e-Commerce, M&A, Venture Capital, Financial Services, Due Diligence, Analysis, Mergers, Financial Planning, Treasury, Investment Banking, Capital Markets
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Randall Stanicky's RBC Capital Markets Experience October 2013 - Present
Job
Industry Banking
Experience
RBC Capital Markets October 2013 - Present
Children's Tumor Foundation June 2014 - Present
TherapeuticsMD December 2013 - March 2015
Canaccord Genuity Inc. July 2011 - October 2013
Goldman Sachs August 2001 - July 2011
Citigroup Global Asset Management August 1999 - August 2001
Skills
Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Hedge Funds, Equity Valuation, Private Equity, Financial Modeling, Bloomberg
Education
The University of British Columbia / UBC
Bachelor of Commerce, Business
RBC Capital Markets October 2013 - Present
Children's Tumor Foundation June 2014 - Present
TherapeuticsMD December 2013 - March 2015
Canaccord Genuity Inc. July 2011 - October 2013
Goldman Sachs August 2001 - July 2011
Citigroup Global Asset Management August 1999 - August 2001
Skills
Equity Research, Capital Markets, Equities, Valuation, Investment Banking, Hedge Funds, Equity Valuation, Private Equity, Financial Modeling, Bloomberg
Education
The University of British Columbia / UBC
Bachelor of Commerce, Business
Amit Kapur's RBC Capital Markets Experience September 2001 - May 2004
Job
Industry Telecommunications
Experience
Microsoft August 2014 - Present
Qualcomm MEMS Technologies, Inc. February 2011 - August 2014
Qualcomm January 2009 - February 2011
Piper Jaffray June 2005 - June 2008
Piper Jaffray May 2004 - June 2005
RBC Capital Markets September 2001 - May 2004
Manulife Financial August 1998 - August 1999
KPMG 1994 - 1998
Skills
Financial Modeling, Financial Analysis, Strategic Consulting, Valuation, Capital Raising, Business Planning, Vendor Management, Strategy, Finance, Equities, Investments, Equity Research, Due Diligence, Capital Markets, Portfolio Management, Business Development, Competitive Analysis, Strategic Planning, Venture Capital, CRM, Executive Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Wilfrid Laurier University 1992 — 1996
BA
Microsoft August 2014 - Present
Qualcomm MEMS Technologies, Inc. February 2011 - August 2014
Qualcomm January 2009 - February 2011
Piper Jaffray June 2005 - June 2008
Piper Jaffray May 2004 - June 2005
RBC Capital Markets September 2001 - May 2004
Manulife Financial August 1998 - August 1999
KPMG 1994 - 1998
Skills
Financial Modeling, Financial Analysis, Strategic Consulting, Valuation, Capital Raising, Business Planning, Vendor Management, Strategy, Finance, Equities, Investments, Equity Research, Due Diligence, Capital Markets, Portfolio Management, Business Development, Competitive Analysis, Strategic Planning, Venture Capital, CRM, Executive Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Wilfrid Laurier University 1992 — 1996
BA
Ann Margaret Williams's RBC Capital Markets Experience 1998 - 2005
Job Owner, The Summit Conference and Event Center
Industry Events Services
Experience
The Summit Conference and Event Center October 2005 - Present
Dain Rauscher Wessels 1998 - 2005
RBC Capital Markets 1998 - 2005
Skills
Equities, Customer Service, Employee Management, Series 7, Investments, Capital Markets, Financial Modeling, Financial Analysis, Portfolio Management, Investor Relations, Valuation, Strategic Planning, Investment Banking, Venture Capital, Hedge Funds
Education
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc, Accounting and Finance
Villanova University 1985 — 1989
BS, Finance
The Summit Conference and Event Center October 2005 - Present
Dain Rauscher Wessels 1998 - 2005
RBC Capital Markets 1998 - 2005
Skills
Equities, Customer Service, Employee Management, Series 7, Investments, Capital Markets, Financial Modeling, Financial Analysis, Portfolio Management, Investor Relations, Valuation, Strategic Planning, Investment Banking, Venture Capital, Hedge Funds
Education
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc, Accounting and Finance
Villanova University 1985 — 1989
BS, Finance
Marc Minikes's RBC Capital Markets Experience 1998 - 2000
Job Vice President at Athene Asset Management, L.P.
Industry Investment Management
Experience
Athene Asset Management, L.P. September 2013 - Present
Kayne Anderson Capital Advisors June 2006 - July 2013
Citi Investment Research July 2004 - May 2006
GE Asset Management August 2002 - July 2004
RBC Capital Markets 1998 - 2000
Lehman Brothers 1997 - 1998
Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Economics
University of California, Los Angeles 1994 — 1996
M.A., Latin American Studies
University of Michigan 1988 — 1992
BA, History
Harvard Westlake
Athene Asset Management, L.P. September 2013 - Present
Kayne Anderson Capital Advisors June 2006 - July 2013
Citi Investment Research July 2004 - May 2006
GE Asset Management August 2002 - July 2004
RBC Capital Markets 1998 - 2000
Lehman Brothers 1997 - 1998
Skills
Equity Research, Equities, High Yield, Investment Management, Financial Modeling, Valuation, Private Equity, Asset Managment, Fixed Income, Portfolio Management, Derivatives, Investments, MLP, Energy, Electric Utility, Shipping, Infrastructure
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance and Economics
University of California, Los Angeles 1994 — 1996
M.A., Latin American Studies
University of Michigan 1988 — 1992
BA, History
Harvard Westlake
Faisal Shaikh CFA's RBC Capital Markets Experience February 2006 - Present
Job Director
Industry Financial Services
Experience
RBC Capital Markets February 2006 - Present
JP Morgan November 2003 - February 2006
Skills
Fixed Income
Education
University of Rochester - Simon Business School 2000 — 2001
MBA
The London School of Economics and Political Science (LSE) 1995 — 1996
P. Grad Diploma, Economics
University of Western Ontario 1992 — 1995
B.A., Economics
RBC Capital Markets February 2006 - Present
JP Morgan November 2003 - February 2006
Skills
Fixed Income
Education
University of Rochester - Simon Business School 2000 — 2001
MBA
The London School of Economics and Political Science (LSE) 1995 — 1996
P. Grad Diploma, Economics
University of Western Ontario 1992 — 1995
B.A., Economics
Bjoern Hinrichsen's RBC Capital Markets Experience February 2004 - September 2005
Job Director at BMO Financial Group
Industry Banking
Experience
BMO Financial Group March 2014 - Present
CIBC May 2013 - February 2014
CIBC March 2009 - May 2013
Royal Bank of Canada October 2008 - March 2009
CIBC September 2005 - October 2008
RBC Capital Markets February 2004 - September 2005
Belzberg Technologies May 1999 - December 2003
Skills
Derivatives, Trading Systems, Capital Markets, Credit Risk, Fixed Income, FX Options, Market Risk, Equity Derivatives
Education
University of Toronto 1994 — 1999
Ph.D., Physics
The University of Freiburg 1988 — 1994
Masters, Physics
BMO Financial Group March 2014 - Present
CIBC May 2013 - February 2014
CIBC March 2009 - May 2013
Royal Bank of Canada October 2008 - March 2009
CIBC September 2005 - October 2008
RBC Capital Markets February 2004 - September 2005
Belzberg Technologies May 1999 - December 2003
Skills
Derivatives, Trading Systems, Capital Markets, Credit Risk, Fixed Income, FX Options, Market Risk, Equity Derivatives
Education
University of Toronto 1994 — 1999
Ph.D., Physics
The University of Freiburg 1988 — 1994
Masters, Physics
Andrew Parks, CFA's RBC Capital Markets Experience 2004 - 2006
Job University of Minnesota Endowment
Industry Investment Management
Experience
University of Minnesota - Office of Investments & Banking October 2014 - Present
ATK January 2014 - September 2014
ATK 2009 - 2013
ATK 2007 - 2009
RBC Capital Markets 2004 - 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytic Finance
University of Minnesota-Twin Cities 2001 — 2004
B.S., Economics and Finance
University of Minnesota - Office of Investments & Banking October 2014 - Present
ATK January 2014 - September 2014
ATK 2009 - 2013
ATK 2007 - 2009
RBC Capital Markets 2004 - 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytic Finance
University of Minnesota-Twin Cities 2001 — 2004
B.S., Economics and Finance
Steven Palmer's RBC Capital Markets Experience August 1996 - August 1998
Job Chief Executive Officer
Industry Insurance
Experience
Entitle Direct Group, Inc. 2015 - Present
PartnerRe Principal Finance, Inc. September 2007 - December 2014
Quilvest July 2005 - September 2007
Conning Capital Partners July 2002 - July 2005
UBS Investment Bank August 1998 - August 2000
RBC Capital Markets August 1996 - August 1998
Skills
Underwriting, Financial Risk, Portfolio Management, Property & Casualty..., Investments, Asset Management, Business Analysis, Private Equity, Real Estate Private...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wilfrid Laurier University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Dean's Honors List
Entitle Direct Group, Inc. 2015 - Present
PartnerRe Principal Finance, Inc. September 2007 - December 2014
Quilvest July 2005 - September 2007
Conning Capital Partners July 2002 - July 2005
UBS Investment Bank August 1998 - August 2000
RBC Capital Markets August 1996 - August 1998
Skills
Underwriting, Financial Risk, Portfolio Management, Property & Casualty..., Investments, Asset Management, Business Analysis, Private Equity, Real Estate Private...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (MBA)
Wilfrid Laurier University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Dean's Honors List
Michael Virgil's RBC Capital Markets Experience August 2014 - Present
Job ETRM Business & Technical Analyst
Industry Computer Software
Experience
RBC Capital Markets August 2014 - Present
Barclays Capital August 2010 - August 2014
DTE Energy 2008 - 2010
OpenLink Financial 2006 - 2008
Skills
ETRM, Endur, Openlink, System Configuration, Energy, TIBCO Rendezvous, Business Analysis, Software Project..., Trading Systems, Commodity, Program Management, Commodity Markets, Derivatives, ITIL, Market Risk, Risk Management, SDLC, SQL, Trading
Education
The Ohio State University 2002 — 2005
RBC Capital Markets August 2014 - Present
Barclays Capital August 2010 - August 2014
DTE Energy 2008 - 2010
OpenLink Financial 2006 - 2008
Skills
ETRM, Endur, Openlink, System Configuration, Energy, TIBCO Rendezvous, Business Analysis, Software Project..., Trading Systems, Commodity, Program Management, Commodity Markets, Derivatives, ITIL, Market Risk, Risk Management, SDLC, SQL, Trading
Education
The Ohio State University 2002 — 2005
Brad Langner's RBC Capital Markets Experience December 2008 - January 2011
Job Senior Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
Jeremy Billan's RBC Capital Markets Experience July 2004 - July 2007
Job Vice President at Tricor Pacific Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Tiger Calcium Services Inc. August 2014 - Present
Avison Young October 2011 - Present
Tricor Pacific Capital December 2011 - April 2015
Advance Engineered Products Ltd. September 2007 - March 2015
Tricor Pacific Capital September 2009 - December 2011
Expocrete Concrete Products Ltd., an Oldcastle company November 2007 - December 2011
Tricor Pacific Capital September 2007 - September 2009
RBC Capital Markets July 2004 - July 2007
RBC Capital Markets May 2003 - September 2003
Skills
Private Equity, Investments, Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, LBO, Due Diligence, Equities, Venture Capital, Mergers & Acquisitions, M&A experience, Equity Research, Corporate Development, Business Valuation, Financial Analysis, Capital, Acquisitions
Education
CFA Institute 2004 — 2007
Chartered Financial Analyst
The University of British Columbia 2000 — 2004
Bachelor of Commerce, Finance
Tiger Calcium Services Inc. August 2014 - Present
Avison Young October 2011 - Present
Tricor Pacific Capital December 2011 - April 2015
Advance Engineered Products Ltd. September 2007 - March 2015
Tricor Pacific Capital September 2009 - December 2011
Expocrete Concrete Products Ltd., an Oldcastle company November 2007 - December 2011
Tricor Pacific Capital September 2007 - September 2009
RBC Capital Markets July 2004 - July 2007
RBC Capital Markets May 2003 - September 2003
Skills
Private Equity, Investments, Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, LBO, Due Diligence, Equities, Venture Capital, Mergers & Acquisitions, M&A experience, Equity Research, Corporate Development, Business Valuation, Financial Analysis, Capital, Acquisitions
Education
CFA Institute 2004 — 2007
Chartered Financial Analyst
The University of British Columbia 2000 — 2004
Bachelor of Commerce, Finance
Sue Mezzanotte's RBC Capital Markets Experience September 1991 - Present
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets September 1991 - Present
Skills
Investor Relations, Capital Markets
Education
The University of Edinburgh 1982 — 1986
Master of Arts (M.A.), German & European Institutions
RBC Capital Markets September 1991 - Present
Skills
Investor Relations, Capital Markets
Education
The University of Edinburgh 1982 — 1986
Master of Arts (M.A.), German & European Institutions
Filip Jakobs's RBC Capital Markets Experience December 2001 - 2003
Job Financial Risk Management Advisor
Industry Financial Services
Experience
PRO Financial Solutions April 2007 - Present
JFA Consulting, Inc. April 2007 - Present
Credit Union Central of Ontario December 2003 - 2007
RBC Capital Markets December 2001 - 2003
First Associates 2000 - 2001
ABN AMRO October 1998 - 2000
CIBC World Markets 1994 - 1998
CIBC World Markets May 1993 - October 1994
Skills
Derivatives, Fixed Income, FX Options, Equity Derivatives, Risk Management, Capital Markets, Interest Rate..., Portfolio Management, Hedging, Valuation, Trading, Financial Risk, Bloomberg, Financial Markets, Market Risk, Banking, Investments, Financial Services, Wealth Management, Financial Modeling, Credit, Bonds, Corporate Finance, Strategic Financial..., Options, Mutual Funds, Treasury, Finance, Equities
Education
AIMR 1995 — 1998
CFA, I passed with flying colours
Universität Wien 1993 — 1993
Eastern European Reform
The University of British Columbia 1990 — 1993
Bcomm, Finance
PRO Financial Solutions April 2007 - Present
JFA Consulting, Inc. April 2007 - Present
Credit Union Central of Ontario December 2003 - 2007
RBC Capital Markets December 2001 - 2003
First Associates 2000 - 2001
ABN AMRO October 1998 - 2000
CIBC World Markets 1994 - 1998
CIBC World Markets May 1993 - October 1994
Skills
Derivatives, Fixed Income, FX Options, Equity Derivatives, Risk Management, Capital Markets, Interest Rate..., Portfolio Management, Hedging, Valuation, Trading, Financial Risk, Bloomberg, Financial Markets, Market Risk, Banking, Investments, Financial Services, Wealth Management, Financial Modeling, Credit, Bonds, Corporate Finance, Strategic Financial..., Options, Mutual Funds, Treasury, Finance, Equities
Education
AIMR 1995 — 1998
CFA, I passed with flying colours
Universität Wien 1993 — 1993
Eastern European Reform
The University of British Columbia 1990 — 1993
Bcomm, Finance
Kelly Murdock's RBC Capital Markets Experience April 2013 - Present
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Wells Fargo Securities June 1989 - January 2013
State of Utah Washington, D.C. Office July 1985 - June 1989
Skills
Investment Banking, Bonds, Underwriting, Series 7, Fixed Income, Series 24, Series 63, Debt, Investments, Financial Analysis, Non-profits, Finance, Financial Modeling, Wealth Management, Capital Markets, Asset Managment, Financial Structuring
Education
The George Washington University - School of Business 1983 — 1987
Master of Business Administration (MBA), Business, Economics and Public Policy
RBC Capital Markets April 2013 - Present
Wells Fargo Securities June 1989 - January 2013
State of Utah Washington, D.C. Office July 1985 - June 1989
Skills
Investment Banking, Bonds, Underwriting, Series 7, Fixed Income, Series 24, Series 63, Debt, Investments, Financial Analysis, Non-profits, Finance, Financial Modeling, Wealth Management, Capital Markets, Asset Managment, Financial Structuring
Education
The George Washington University - School of Business 1983 — 1987
Master of Business Administration (MBA), Business, Economics and Public Policy
Monica Brisnehan's RBC Capital Markets Experience March 2004 - June 2005
Job
Industry Capital Markets
Experience
Seeking Great Opportunity January 2015 - Present
Sunshine Silver Mines Corporation August 2011 - January 2015
Newmont Mining Corporation October 2009 - August 2011
Welton Street Investments January 2006 - June 2009
RBC Capital Markets March 2004 - June 2005
The Wallach Company February 2000 - February 2004
Lehman Brothers January 1996 - January 2000
Lehman Brothers 1997 - 2000
CHEVRON CHEMICAL COMPANY January 1991 - January 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1987 — 1991
BSChemE
Kent Denver
Kent Denver
Seeking Great Opportunity January 2015 - Present
Sunshine Silver Mines Corporation August 2011 - January 2015
Newmont Mining Corporation October 2009 - August 2011
Welton Street Investments January 2006 - June 2009
RBC Capital Markets March 2004 - June 2005
The Wallach Company February 2000 - February 2004
Lehman Brothers January 1996 - January 2000
Lehman Brothers 1997 - 2000
CHEVRON CHEMICAL COMPANY January 1991 - January 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1987 — 1991
BSChemE
Kent Denver
Kent Denver
Shashi Mulay's RBC Capital Markets Experience March 2010 - June 2012
Job Senior Java Developer
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
AllianceBernstein June 2012 - May 2014
RBC Capital Markets March 2010 - June 2012
AllianceBernstein March 2007 - March 2010
Telcordia Technologies April 2000 - March 2007
Skills
SDLC, Trading Systems, SQL, SOA, Agile Methodologies
Education
Thapar Institute of Engineering and Technology 1990 — 1993
M.S., Computer Sciences
Goldman Sachs May 2014 - Present
AllianceBernstein June 2012 - May 2014
RBC Capital Markets March 2010 - June 2012
AllianceBernstein March 2007 - March 2010
Telcordia Technologies April 2000 - March 2007
Skills
SDLC, Trading Systems, SQL, SOA, Agile Methodologies
Education
Thapar Institute of Engineering and Technology 1990 — 1993
M.S., Computer Sciences
Daniel Ketelsleger, CFA's RBC Capital Markets Experience May 2006 - August 2006
Job Associate at Northwestern Mutual Capital
Industry Financial Services
Experience
Northwestern Mutual Capital June 2014 - Present
PIMCO June 2013 - August 2013
Anchor Bolt Capital, LP February 2013 - June 2013
Robert W. Baird & Co. July 2011 - August 2012
Robert W. Baird & Co. June 2008 - July 2011
Robert W. Baird & Co. June 2007 - August 2007
RBC Capital Markets May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Equity Research, Equity Valuation, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin - Madison 2004 — 2008
Bachelor of Business Administration, Finance, Investments and Banking
Northwestern Mutual Capital June 2014 - Present
PIMCO June 2013 - August 2013
Anchor Bolt Capital, LP February 2013 - June 2013
Robert W. Baird & Co. July 2011 - August 2012
Robert W. Baird & Co. June 2008 - July 2011
Robert W. Baird & Co. June 2007 - August 2007
RBC Capital Markets May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Equity Research, Equity Valuation, Bloomberg
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin - Madison 2004 — 2008
Bachelor of Business Administration, Finance, Investments and Banking
Hashem Aboulhosn, CFA's RBC Capital Markets Experience July 2008 - November 2009
Job Partner at GBA Equity Partners Inc.
Industry Venture Capital & Private Equity
Experience
SpaceList November 2013 - Present
GBA Equity Partners Inc. June 2013 - Present
Canadian Venture Capital & Private Equity Association August 2011 - Present
Keycafe November 2014 - Present
Vanedge Capital November 2009 - May 2013
Vancouver ACM SIGGRAPH November 2010 - January 2013
RBC Capital Markets July 2008 - November 2009
UBC Portfolio Management Foundation February 2006 - March 2008
Deans Knight Capital Management May 2007 - August 2007
TD Asset Management May 2006 - August 2006
Skills
Financial Analysis, Valuation, Excel, Bloomberg, Research, Equities, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Venture Capital, Financial Reporting, Factiva, Microsoft Office, Due Diligence, Market Research
Education
CFA Institute 2008 — 2010
Charter Holder
The University of British Columbia 2004 — 2008
BComm, Finance
West Vancouver Secondary School 1999 — 2004
High School
International School of Choueifat - Dubai 1998 — 1999
Elementary School
SpaceList November 2013 - Present
GBA Equity Partners Inc. June 2013 - Present
Canadian Venture Capital & Private Equity Association August 2011 - Present
Keycafe November 2014 - Present
Vanedge Capital November 2009 - May 2013
Vancouver ACM SIGGRAPH November 2010 - January 2013
RBC Capital Markets July 2008 - November 2009
UBC Portfolio Management Foundation February 2006 - March 2008
Deans Knight Capital Management May 2007 - August 2007
TD Asset Management May 2006 - August 2006
Skills
Financial Analysis, Valuation, Excel, Bloomberg, Research, Equities, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Venture Capital, Financial Reporting, Factiva, Microsoft Office, Due Diligence, Market Research
Education
CFA Institute 2008 — 2010
Charter Holder
The University of British Columbia 2004 — 2008
BComm, Finance
West Vancouver Secondary School 1999 — 2004
High School
International School of Choueifat - Dubai 1998 — 1999
Elementary School
Renee Combs's RBC Capital Markets Experience August 2010 - July 2013
Job Vice President Power Sales at RBC Capital Markets
Industry Utilities
Experience
RBC Capital Markets August 2010 - July 2013
Duke Energy January 2000 - August 2010
Merchant Energy Group 1998 - 2000
Skills
Commodity Markets, Energy Markets, Commodity, Natural Gas, Hedging, Trading, Options, Risk Management, Energy, Energy Management, Wind, Derivatives, Project Finance, Commodity Risk..., Valuation, Financial Modeling, Swaps, Structured Products
Education
The Ohio State University
Bachelor of Science (B.S.), Mathematics
RBC Capital Markets August 2010 - July 2013
Duke Energy January 2000 - August 2010
Merchant Energy Group 1998 - 2000
Skills
Commodity Markets, Energy Markets, Commodity, Natural Gas, Hedging, Trading, Options, Risk Management, Energy, Energy Management, Wind, Derivatives, Project Finance, Commodity Risk..., Valuation, Financial Modeling, Swaps, Structured Products
Education
The Ohio State University
Bachelor of Science (B.S.), Mathematics
Leopold Fossi Talom, Ph.D's RBC Capital Markets Experience January 2010 - Present
Job Senior Manager,Enterprise Market Risk and Credit Trading chez RBC Royal Bank
Industry Capital Markets
Experience
RBC Capital Markets January 2010 - Present
PSP Investments August 2009 - October 2009
Public Sector Pension Investment Board, Canada 2006 - 2009
PSP, Public Sector Pension 2006 - 2007
University of Montreal September 2004 - June 2005
The University of Yaounde October 1993 - October 1997
The Catholic University of Central Africa October 1996 - September 1997
The University of Dschang August 1996 - September 1997
Education
Canadian Security Institute 2008 — 2008
Financial Market Risk Manager, Fianancial Market Risk Management
Montreal Exchange 2005 — 2005
Certified Derivatives Analyst, Finance
The University of Göttingen 1997 — 2002
Ph.D, Mathematics
Goethe Institute 1997 — 1997
PNDS: Pruefung zum Nachweis deutscher Sprachkenntnisse, German
RBC Capital Markets January 2010 - Present
PSP Investments August 2009 - October 2009
Public Sector Pension Investment Board, Canada 2006 - 2009
PSP, Public Sector Pension 2006 - 2007
University of Montreal September 2004 - June 2005
The University of Yaounde October 1993 - October 1997
The Catholic University of Central Africa October 1996 - September 1997
The University of Dschang August 1996 - September 1997
Education
Canadian Security Institute 2008 — 2008
Financial Market Risk Manager, Fianancial Market Risk Management
Montreal Exchange 2005 — 2005
Certified Derivatives Analyst, Finance
The University of Göttingen 1997 — 2002
Ph.D, Mathematics
Goethe Institute 1997 — 1997
PNDS: Pruefung zum Nachweis deutscher Sprachkenntnisse, German
Chris Geletka's RBC Capital Markets Experience June 2009 - August 2009
Job Acquisitions Analyst at Sentinel Real Estate
Industry Financial Services
Experience
Sentinel Real Estate April 2015 - Present
N/A July 2014 - April 2015
The Mann Group NYC January 2015 - March 2015
Oliver Wyman January 2013 - April 2014
Oliver Wyman December 2009 - January 2013
RBC Capital Markets June 2009 - August 2009
Madison Partners October 2008 - February 2009
RBC Capital Markets June 2008 - August 2008
RBC Capital Markets June 2007 - July 2007
Skills
Valuation, Excel, Microsoft Excel, Hedge Funds, Financial Advisory, Investments, Due Diligence, Finance, Business Strategy, Microsoft Office
Education
New York University - Schack Institute of Real Estate 2014 — 2016
Master's Degree, Real Estate Finance & Investment
University of Southern California - Marshall School of Business 2005 — 2009
B.S. Business Administration, Economics
The Chinese University of Hong Kong 2008 — 2008
Study Abroad, Finance
Sentinel Real Estate April 2015 - Present
N/A July 2014 - April 2015
The Mann Group NYC January 2015 - March 2015
Oliver Wyman January 2013 - April 2014
Oliver Wyman December 2009 - January 2013
RBC Capital Markets June 2009 - August 2009
Madison Partners October 2008 - February 2009
RBC Capital Markets June 2008 - August 2008
RBC Capital Markets June 2007 - July 2007
Skills
Valuation, Excel, Microsoft Excel, Hedge Funds, Financial Advisory, Investments, Due Diligence, Finance, Business Strategy, Microsoft Office
Education
New York University - Schack Institute of Real Estate 2014 — 2016
Master's Degree, Real Estate Finance & Investment
University of Southern California - Marshall School of Business 2005 — 2009
B.S. Business Administration, Economics
The Chinese University of Hong Kong 2008 — 2008
Study Abroad, Finance
Pedram Salehi's RBC Capital Markets Experience June 2008 - January 2013
Job Solutions Architect at TD
Industry Investment Banking
Experience
TD February 2013 - Present
RBC Capital Markets June 2008 - January 2013
Royal Bank of Canada Capital Markets 2007 - June 2008
RBC Capital Markets 2007 - June 2008
Skills
Data Acquisition, Trading Systems, Fixed Income, FX, Capital Markets, CRM, Data Architecture, FX Options, Business Analysis, Electronic Trading, Analysis, Equity Derivatives, SDLC, Market Data, Market Risk, Interest Rate..., Risk Management, Management, Requirements Analysis, Requirements Gathering, Derivatives
Education
London School of Economics and Political Science, U. of London 2009 — 2011
Post-Graduate Diploma, Finance
University of Toronto 2003 — 2007
BASC, Electrical Engineering
Huron Street Public School
TD February 2013 - Present
RBC Capital Markets June 2008 - January 2013
Royal Bank of Canada Capital Markets 2007 - June 2008
RBC Capital Markets 2007 - June 2008
Skills
Data Acquisition, Trading Systems, Fixed Income, FX, Capital Markets, CRM, Data Architecture, FX Options, Business Analysis, Electronic Trading, Analysis, Equity Derivatives, SDLC, Market Data, Market Risk, Interest Rate..., Risk Management, Management, Requirements Analysis, Requirements Gathering, Derivatives
Education
London School of Economics and Political Science, U. of London 2009 — 2011
Post-Graduate Diploma, Finance
University of Toronto 2003 — 2007
BASC, Electrical Engineering
Huron Street Public School
Tristram (Tris) Lett's RBC Capital Markets Experience November 2003 - October 2005
Job Vice President and Principal, Integra Capital Management
Industry Investment Management
Experience
Integra Capital Management October 2005 - Present
RBC Capital Markets November 2003 - October 2005
YMG Capital Management November 2001 - November 2003
Skills
Asset Management, Hedge Funds, Pensions, Derivatives, Portfolio Management, Risk Management, Investments, Equities, Customer Relations, Financial Markets, Economics, New Business Development, Risk, Statistics, Product Management, Asset Managment, Alternative Investments, Investment Strategies, Financial Risk, Capital Markets, Asset Allocation, Customer Service, Fixed Income
Education
The London School of Economics and Political Science (LSE) 1970 — 1971
M.Sc., Economics
York University 1966 — 1970
Hons. BA, Economics
Ridley College 1961 — 1966
Integra Capital Management October 2005 - Present
RBC Capital Markets November 2003 - October 2005
YMG Capital Management November 2001 - November 2003
Skills
Asset Management, Hedge Funds, Pensions, Derivatives, Portfolio Management, Risk Management, Investments, Equities, Customer Relations, Financial Markets, Economics, New Business Development, Risk, Statistics, Product Management, Asset Managment, Alternative Investments, Investment Strategies, Financial Risk, Capital Markets, Asset Allocation, Customer Service, Fixed Income
Education
The London School of Economics and Political Science (LSE) 1970 — 1971
M.Sc., Economics
York University 1966 — 1970
Hons. BA, Economics
Ridley College 1961 — 1966
Clint Brown's RBC Capital Markets Experience March 2011 - April 2014
Job Business Development Advisor at Noble Energy
Industry Oil & Energy
Experience
Noble Energy July 2015 - Present
Rosetta Resources January 2015 - July 2015
Rosetta Resources May 2014 - January 2015
RBC Capital Markets March 2011 - April 2014
Harris Williams & Co. June 2010 - March 2011
Citi June 2009 - August 2009
STMM October 2003 - June 2007
Skills
Equities, Investment Banking, Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investments, Bloomberg, Private Equity, Business Strategy, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General, 3.9
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting, and eBusiness, 3.8
Noble Energy July 2015 - Present
Rosetta Resources January 2015 - July 2015
Rosetta Resources May 2014 - January 2015
RBC Capital Markets March 2011 - April 2014
Harris Williams & Co. June 2010 - March 2011
Citi June 2009 - August 2009
STMM October 2003 - June 2007
Skills
Equities, Investment Banking, Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investments, Bloomberg, Private Equity, Business Strategy, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General, 3.9
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting, and eBusiness, 3.8
Frank Napolitano's RBC Capital Markets Experience May 2010 - June 2014
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
RBC Capital Markets May 2010 - June 2014
Lakeside Energy LLC July 2009 - May 2010
Viking Capital Advisors LLC January 2009 - June 2009
ArcLight Capital Partners March 2008 - December 2008
Lehman Brothers May 1997 - February 2008
Chase Manhattan Corporation July 1994 - April 1997
Norstar (O&R) Energy LLC January 1994 - June 1994
Amerada Hess July 1992 - December 1993
Con Edison July 1988 - June 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance and Marketing (dual majors)
The Cooper Union for the Advancement of Science and Art 1983 — 1988
ME; BE (dual degrees), Mechanical Engineering
Archbishop Molloy High School 1979 — 1983
High School Diploma with Honors, Advanced Academic Curriculum
Credit Suisse June 2014 - Present
RBC Capital Markets May 2010 - June 2014
Lakeside Energy LLC July 2009 - May 2010
Viking Capital Advisors LLC January 2009 - June 2009
ArcLight Capital Partners March 2008 - December 2008
Lehman Brothers May 1997 - February 2008
Chase Manhattan Corporation July 1994 - April 1997
Norstar (O&R) Energy LLC January 1994 - June 1994
Amerada Hess July 1992 - December 1993
Con Edison July 1988 - June 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance and Marketing (dual majors)
The Cooper Union for the Advancement of Science and Art 1983 — 1988
ME; BE (dual degrees), Mechanical Engineering
Archbishop Molloy High School 1979 — 1983
High School Diploma with Honors, Advanced Academic Curriculum
Daniel Tenengauzer's RBC Capital Markets Experience July 2014 - Present
Job Managing Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2014 - Present
Standard Chartered Bank July 2013 - July 2014
Bank of America July 2005 - June 2011
Lehman Brothers August 2003 - August 2005
Goldman Sachs August 1998 - August 2003
Intesa Sanpaolo 1997 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Emerging Markets, Investment Banking, Equities, Structured Products, Credit Derivatives, Hedge Funds, FX Options, Interest Rate..., Bloomberg, Equity Derivatives, Bonds, Swaps
Education
London School of Economics and Political Science
Master of Science (MSc), Financial Mathematics
RBC Capital Markets July 2014 - Present
Standard Chartered Bank July 2013 - July 2014
Bank of America July 2005 - June 2011
Lehman Brothers August 2003 - August 2005
Goldman Sachs August 1998 - August 2003
Intesa Sanpaolo 1997 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Emerging Markets, Investment Banking, Equities, Structured Products, Credit Derivatives, Hedge Funds, FX Options, Interest Rate..., Bloomberg, Equity Derivatives, Bonds, Swaps
Education
London School of Economics and Political Science
Master of Science (MSc), Financial Mathematics
Brad Dahms's RBC Capital Markets Experience November 2012 - March 2014
Job Associate, Healthcare Investment Banking at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2014 - Present
RBC Capital Markets November 2012 - March 2014
J.P. Morgan July 2012 - November 2012
J.P. Morgan July 2010 - July 2012
Merrill Lynch September 2009 - December 2009
J.P. Morgan June 2009 - August 2009
Loss Control Consulting Services June 2008 - January 2009
Skills
Financial Analysis, Fixed Income, Derivatives, Equities, Bonds, Municipal Bonds, Financial Accounting, Investment Banking, Capital Markets, Economics, Structured Products, Equity Derivatives, Prime Brokerage, Options, Securities, Financial Structuring, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Science, Economics
Cantor Fitzgerald March 2014 - Present
RBC Capital Markets November 2012 - March 2014
J.P. Morgan July 2012 - November 2012
J.P. Morgan July 2010 - July 2012
Merrill Lynch September 2009 - December 2009
J.P. Morgan June 2009 - August 2009
Loss Control Consulting Services June 2008 - January 2009
Skills
Financial Analysis, Fixed Income, Derivatives, Equities, Bonds, Municipal Bonds, Financial Accounting, Investment Banking, Capital Markets, Economics, Structured Products, Equity Derivatives, Prime Brokerage, Options, Securities, Financial Structuring, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Science, Economics
Joanne Carnell, CFA's RBC Capital Markets Experience December 2009 - Present
Job VP Fixed Income & Currencies at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets December 2009 - Present
Connor, Clark & Lunn Investment Management June 2004 - July 2009
Connor, Clark & Lunn Investment Management September 1999 - June 2004
Skills
Fixed Income, Equities, Capital Markets, Trading, Bloomberg, Derivatives, Currency, Equity Trading, Electronic Trading
Education
The University of British Columbia / UBC
Bachelor of Arts (B.A.), International Relations and National Security Studies
RBC Capital Markets December 2009 - Present
Connor, Clark & Lunn Investment Management June 2004 - July 2009
Connor, Clark & Lunn Investment Management September 1999 - June 2004
Skills
Fixed Income, Equities, Capital Markets, Trading, Bloomberg, Derivatives, Currency, Equity Trading, Electronic Trading
Education
The University of British Columbia / UBC
Bachelor of Arts (B.A.), International Relations and National Security Studies
Sean MacKenzie's RBC Capital Markets Experience 2001 - 2009
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2009 - Present
RBC Capital Markets 2001 - 2009
CollectiveBid Systems 2000 - 2001
OptiMark 1998 - 2000
Dow Jones Telerate 1995 - 1998
FinancialCAD 1994 - 1995
Skills
Electronic Trading, Trading System, Direct Market Access, Trading Systems, Equity Trading, Prime Brokerage, Proprietary Trading, Market Data, Equity Derivatives, Trading Strategies, Equities, Traders, Capital Markets, Options, Derivatives
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
University of Victoria
BA, Russian, History
BMO Capital Markets 2009 - Present
RBC Capital Markets 2001 - 2009
CollectiveBid Systems 2000 - 2001
OptiMark 1998 - 2000
Dow Jones Telerate 1995 - 1998
FinancialCAD 1994 - 1995
Skills
Electronic Trading, Trading System, Direct Market Access, Trading Systems, Equity Trading, Prime Brokerage, Proprietary Trading, Market Data, Equity Derivatives, Trading Strategies, Equities, Traders, Capital Markets, Options, Derivatives
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
University of Victoria
BA, Russian, History
Phil Pavlovicz's RBC Capital Markets Experience September 2011 - Present
Job Development Risk Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2011 - Present
Capmark June 2003 - September 2011
Speedway SuperAmerica LLC December 1996 - February 2003
Malcolm Pirnie June 1996 - December 1996
ARCADIS January 1994 - June 1996
Skills
Asset Managment, Due Diligence, Asset Management, Real Estate Transactions, Construction, Portfolio Management, Valuation
Education
The Ohio State University
BSCE, Civil/Environmental Engineering
RBC Capital Markets September 2011 - Present
Capmark June 2003 - September 2011
Speedway SuperAmerica LLC December 1996 - February 2003
Malcolm Pirnie June 1996 - December 1996
ARCADIS January 1994 - June 1996
Skills
Asset Managment, Due Diligence, Asset Management, Real Estate Transactions, Construction, Portfolio Management, Valuation
Education
The Ohio State University
BSCE, Civil/Environmental Engineering
Qin Feng, CFA's RBC Capital Markets Experience September 2012 - Present
Job Manager at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets September 2012 - Present
RBC Capital Markets May 2011 - August 2012
CIBC January 2010 - May 2011
Decisioning Solutions December 2008 - January 2010
Skills
Quantitative Finance, Quantitative Analytics, VBA, Credit Risk, Derivatives, Capital Markets, Financial Modeling, Fixed Income, SAS, Equities, Market Risk, Business Analysis, Analytics, Valuation
Education
The University of British Columbia 2006 — 2008
M.Sc., Finance
RBC Capital Markets September 2012 - Present
RBC Capital Markets May 2011 - August 2012
CIBC January 2010 - May 2011
Decisioning Solutions December 2008 - January 2010
Skills
Quantitative Finance, Quantitative Analytics, VBA, Credit Risk, Derivatives, Capital Markets, Financial Modeling, Fixed Income, SAS, Equities, Market Risk, Business Analysis, Analytics, Valuation
Education
The University of British Columbia 2006 — 2008
M.Sc., Finance
Benjamin Salopek's RBC Capital Markets Experience August 2006 - August 2009
Job Associate at Fulcrum Capital Partners Inc.
Industry Venture Capital & Private Equity
Experience
Fulcrum Capital Partners Inc. July 2011 - Present
RBC Capital Markets August 2006 - August 2009
RBC Capital Markets May 2005 - August 2005
Skills
LBO, Equity Research, Investment Banking, Valuation, Financial Modeling, Equities, Private Equity, Financial Structuring, Corporate Finance, Venture Capital, Investments, Capital IQ
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce Honours, Finance
Fulcrum Capital Partners Inc. July 2011 - Present
RBC Capital Markets August 2006 - August 2009
RBC Capital Markets May 2005 - August 2005
Skills
LBO, Equity Research, Investment Banking, Valuation, Financial Modeling, Equities, Private Equity, Financial Structuring, Corporate Finance, Venture Capital, Investments, Capital IQ
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce Honours, Finance
Julie Shin's RBC Capital Markets Experience July 2014 - Present
Job Analyst, Global Investment Banking at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets July 2014 - Present
RBC Capital Markets May 2013 - August 2013
Korea Investment Management Co. July 2012 - August 2012
LIM Advisors July 2011 - August 2011
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce (B.Com.), Finance and Accounting
West Vancouver Secondary School 2006 — 2009
RBC Capital Markets July 2014 - Present
RBC Capital Markets May 2013 - August 2013
Korea Investment Management Co. July 2012 - August 2012
LIM Advisors July 2011 - August 2011
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce (B.Com.), Finance and Accounting
West Vancouver Secondary School 2006 — 2009
Kevin Quan's RBC Capital Markets Experience November 2013 - Present
Job Director, Corporate Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2013 - Present
Barclays Leveraged Finance January 2011 - February 2013
Yogurt Escape September 2008 - December 2010
Lehman Brothers May 1999 - September 2008
Skills
Investment Banking, Finance, Corporate Finance, Treasury, Treasurers, Treasury Management, Mergers & Acquisitions, LBO, Leveraged Finance, Loan Origination, Financial Structuring, Negotiation, Corporate Development, Media, Telecommunications, Entertainment, Entertainment Industry, High Yield, High Yield Bonds, Loans, Bridge Loans, Cross Border, Data Center, Strategic Planning, Business Strategy, Strategy, Financial Modeling, Valuation, Business Valuation, Private Placements
Education
The Johns Hopkins University 1997 — 1999
Masters, Interational Economics
Tufts University 1991 — 1995
Bachelor's degree, Political Science & International Relations
RBC Capital Markets November 2013 - Present
Barclays Leveraged Finance January 2011 - February 2013
Yogurt Escape September 2008 - December 2010
Lehman Brothers May 1999 - September 2008
Skills
Investment Banking, Finance, Corporate Finance, Treasury, Treasurers, Treasury Management, Mergers & Acquisitions, LBO, Leveraged Finance, Loan Origination, Financial Structuring, Negotiation, Corporate Development, Media, Telecommunications, Entertainment, Entertainment Industry, High Yield, High Yield Bonds, Loans, Bridge Loans, Cross Border, Data Center, Strategic Planning, Business Strategy, Strategy, Financial Modeling, Valuation, Business Valuation, Private Placements
Education
The Johns Hopkins University 1997 — 1999
Masters, Interational Economics
Tufts University 1991 — 1995
Bachelor's degree, Political Science & International Relations
Victoria Troyetsky's RBC Capital Markets Experience June 2010 - June 2012
Job Director at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express June 2012 - March 2014
RBC Capital Markets June 2010 - June 2012
J.P. Morgan July 2008 - August 2009
Lehman Brothers July 2002 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Due Diligence, Finance, Equities, Mergers & Acquisitions, Portfolio Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance
NYU Stern School of Business 1998 — 2002
BS, Finance
American Express April 2014 - Present
American Express June 2012 - March 2014
RBC Capital Markets June 2010 - June 2012
J.P. Morgan July 2008 - August 2009
Lehman Brothers July 2002 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Due Diligence, Finance, Equities, Mergers & Acquisitions, Portfolio Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance
NYU Stern School of Business 1998 — 2002
BS, Finance
Jack Sconzo's RBC Capital Markets Experience 2009 - Present
Job Managing Director, Debt Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch October 1994 - February 2009
Merrill Lynch 1994 - 2009
Skills
Equities, Derivatives, Valuation, Hedge Funds, Private Equity, Financial Modeling, Corporate Finance, Investments, Bloomberg, Series 7, Trading, Portfolio Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), International Relations and Affairs
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics and Finance
RBC Capital Markets 2009 - Present
Merrill Lynch October 1994 - February 2009
Merrill Lynch 1994 - 2009
Skills
Equities, Derivatives, Valuation, Hedge Funds, Private Equity, Financial Modeling, Corporate Finance, Investments, Bloomberg, Series 7, Trading, Portfolio Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), International Relations and Affairs
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), International Economics and Finance
Timothy Walling's RBC Capital Markets Experience May 2013 - October 2014
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
Njoroge (George) Kiarie's RBC Capital Markets Experience June 2014 - August 2014
Job
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - August 2014
T. Rowe Price June 2012 - August 2012
Montgomery County Government August 2009 - June 2010
Skills
Teamwork, Financial Modeling, Pitch Books, Valuation, Highly Adaptable, Research, Analysis, Microfinance, Team Leadership, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Investment Banking, Equities, Portfolio Management, Microsoft Word, Social Media, Public Speaking, Data Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration
London School of Economics and Political Science 2012 — 2013
General Course
RBC Capital Markets June 2014 - August 2014
T. Rowe Price June 2012 - August 2012
Montgomery County Government August 2009 - June 2010
Skills
Teamwork, Financial Modeling, Pitch Books, Valuation, Highly Adaptable, Research, Analysis, Microfinance, Team Leadership, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Investment Banking, Equities, Portfolio Management, Microsoft Word, Social Media, Public Speaking, Data Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration
London School of Economics and Political Science 2012 — 2013
General Course
Brian Conard's RBC Capital Markets Experience July 2014 - Present
Job Institutional Fixed Income Sales at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets July 2014 - Present
Skills
Fixed Income, Trading, Capital Markets, Portfolio Management, Investments, ALM, Asset Management
Education
Texas Tech University 2005 — 2009
B.B.A., Economics
RBC Capital Markets July 2014 - Present
Skills
Fixed Income, Trading, Capital Markets, Portfolio Management, Investments, ALM, Asset Management
Education
Texas Tech University 2005 — 2009
B.B.A., Economics
Jack Sconzo's RBC Capital Markets Experience 2009 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
Merrill Lynch 1994 - 2009
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Bonds, Asset Management, Hedge Funds, Market Risk
Education
The Johns Hopkins University
BA, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Finance
RBC Capital Markets 2009 - Present
Merrill Lynch 1994 - 2009
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Bonds, Asset Management, Hedge Funds, Market Risk
Education
The Johns Hopkins University
BA, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Finance
Austin Nelson's RBC Capital Markets Experience July 2011 - Present
Job Equity Research Analyst Sterne Agee
Industry Financial Services
Experience
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Sterne Agee July 2014 - Present
RBC Capital Markets July 2011 - Present
MetLife Investors June 2009 - June 2011
Skills
Financial Modeling, Equities, Valuation, Fixed Income, Bloomberg, Capital Markets, Equity Research, Economics, Investments, Series 7, Alternative Investments, Financial Analysis
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts, International Relations
Brian Towers's RBC Capital Markets Experience 2007 - 2007
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock 2014 - Present
Lyxor Asset Management 2008 - 2013
RBC Capital Markets 2007 - 2007
Beverly Hills Auto Design 2002 - 2006
Skills
Investments, Financial Analysis, Business Strategy, Entrepreneurship, Hedge Funds, Alternative Investments, Marketing Strategy, Digital Media, Asset Management, Financial Modeling
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA)
The Johns Hopkins University 1998 — 2002
Bachelor of Arts (B.A.), Double Major with Honors in International Relations and Spanish
BlackRock 2014 - Present
Lyxor Asset Management 2008 - 2013
RBC Capital Markets 2007 - 2007
Beverly Hills Auto Design 2002 - 2006
Skills
Investments, Financial Analysis, Business Strategy, Entrepreneurship, Hedge Funds, Alternative Investments, Marketing Strategy, Digital Media, Asset Management, Financial Modeling
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (MBA)
The Johns Hopkins University 1998 — 2002
Bachelor of Arts (B.A.), Double Major with Honors in International Relations and Spanish
Karim Kabbara's RBC Capital Markets Experience June 2006 - May 2015
Job Global Investment Banking Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2006 - May 2015
Skills
Investment Banking, Banking, Equities, Financial Modeling, IPO, Mergers
Education
The American University of Paris
RBC Capital Markets June 2006 - May 2015
Skills
Investment Banking, Banking, Equities, Financial Modeling, IPO, Mergers
Education
The American University of Paris
Nish Kumar's RBC Capital Markets Experience February 2012 - Present
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets February 2012 - Present
Bank of America October 2006 - February 2012
Bear Stearns May 2004 - October 2006
Fannie Mae 2003 - 2004
Education
The George Washington University 1999 — 2003
BBA, Finance and Marketing
hollidaysburg high school
RBC Capital Markets February 2012 - Present
Bank of America October 2006 - February 2012
Bear Stearns May 2004 - October 2006
Fannie Mae 2003 - 2004
Education
The George Washington University 1999 — 2003
BBA, Finance and Marketing
hollidaysburg high school
Craig Szreier's RBC Capital Markets Experience May 2003 - September 2005
Job Manager, Marketing and Strategy at CIBC
Industry Banking
Todd Braff's RBC Capital Markets Experience June 2007 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets June 2007 - Present
Skills
Investment Banking
Education
The Ohio State University 1974 — 1978
BA Economics
RBC Capital Markets June 2007 - Present
Skills
Investment Banking
Education
The Ohio State University 1974 — 1978
BA Economics
Matthew Vogwill's RBC Capital Markets Experience 2005 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Amazon FC September 2013 - September 2014
Pro Trader Execution and Management 2010 - August 2012
RBC Capital Markets 2005 - 2009
May Financial 2003 - 2004
SoundView Technology Group 1998 - 1999
Olde Financial Corp 1994 - 1998
Skills
Equities, Market Making, Execution Trading, Trading, Portfolio Management, Equity Trading, Bloomberg, Fixed Income, Equity Research, Hedge Funds, Mutual Funds, Series 63, Series 7, Capital Markets, Options, Securities, Investments
Education
The Citadel 1990 — 1994
BA, Business Administration
Amazon FC September 2013 - September 2014
Pro Trader Execution and Management 2010 - August 2012
RBC Capital Markets 2005 - 2009
May Financial 2003 - 2004
SoundView Technology Group 1998 - 1999
Olde Financial Corp 1994 - 1998
Skills
Equities, Market Making, Execution Trading, Trading, Portfolio Management, Equity Trading, Bloomberg, Fixed Income, Equity Research, Hedge Funds, Mutual Funds, Series 63, Series 7, Capital Markets, Options, Securities, Investments
Education
The Citadel 1990 — 1994
BA, Business Administration
Joseph Hipps's RBC Capital Markets Experience July 2010 - November 2010
Job Vice President, Quantitative Analytics
Industry Financial Services
Experience
S.J. Levinson & Sons January 2011 - Present
RBC Capital Markets July 2010 - November 2010
Williamson McAree Investment Partners June 2009 - September 2009
Duval & Stachenfeld LLP September 2004 - August 2008
Skills
VBA, MySQL, Matlab, Capital IQ, Bloomberg, Bloomberg API, FactSet, CRSP, MacGregor, Eze Castle, Flextrade, Portware, Microsoft Excel, PowerPoint, Microsoft Word, Access, Timeslips, Peachtree, Juris
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Analytic Finance and Accounting
Wake Forest University 2000 — 2004
Bachelor of Arts (B.A.), 3.8
S.J. Levinson & Sons January 2011 - Present
RBC Capital Markets July 2010 - November 2010
Williamson McAree Investment Partners June 2009 - September 2009
Duval & Stachenfeld LLP September 2004 - August 2008
Skills
VBA, MySQL, Matlab, Capital IQ, Bloomberg, Bloomberg API, FactSet, CRSP, MacGregor, Eze Castle, Flextrade, Portware, Microsoft Excel, PowerPoint, Microsoft Word, Access, Timeslips, Peachtree, Juris
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Analytic Finance and Accounting
Wake Forest University 2000 — 2004
Bachelor of Arts (B.A.), 3.8
Ryan Navaira's RBC Capital Markets Experience 2005 - 2008
Job Assistant Vice President, Alternative Investment Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Hudson Advisors, LLC 2008 - 2012
RBC Capital Markets 2005 - 2008
Skills
Private Equity, Fixed Income, Derivatives, Financial Modeling, Financial Reporting, Investment Banking, Valuation, Corporate Finance, Mutual Funds, Capital Markets, Hedge Funds, Due Diligence, Finance, Financial Analysis, Investments
Education
Texas Tech University
Master of Business Administration (MBA), Finance and International Business
The University of Texas at San Antonio
BBA, Accounting
J.P. Morgan 2012 - Present
Hudson Advisors, LLC 2008 - 2012
RBC Capital Markets 2005 - 2008
Skills
Private Equity, Fixed Income, Derivatives, Financial Modeling, Financial Reporting, Investment Banking, Valuation, Corporate Finance, Mutual Funds, Capital Markets, Hedge Funds, Due Diligence, Finance, Financial Analysis, Investments
Education
Texas Tech University
Master of Business Administration (MBA), Finance and International Business
The University of Texas at San Antonio
BBA, Accounting
Matthew Giammarinaro's RBC Capital Markets Experience June 2013 - Present
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
RBC Capital Markets June 2013 - Present
Federal Housing Finance Agency 2012 - 2013
Bank of America 2009 - 2012
400 Capital LLC 2009 - 2010
Merrill Lynch 2006 - 2009
Countrywide Financial 2004 - 2006
Legg Mason 2003 - 2004
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Hedging, Portfolio Management, Trading, Valuation
Education
The Johns Hopkins University
Economics
Duff & Phelps
Needham & Company
AgFirst Farm Credit Bank
Farm Credit Bank of Texas
GreatAmerica Financial Services
GreatAmerica Leasing
Duff & Phelps, LLC
Royal Bank of Canada Capital Markets