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
RBC Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
RBC Capital Markets Salaries. You can even request information on how much does RBC Capital Markets pay if you want to. Learn about salaries, pros and cons of working for RBC Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Renaissance Strategic Advisors July 2015 - Present
RBC Capital Markets June 2014 - August 2014
BlackRock May 2013 - August 2013
G&P Properties May 2012 - August 2012
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Modeling, Finance, Microsoft Office, Research
Education
Washington University in St. Louis 2011 — 2015
Bachelor of Arts (BA), Finance, General, History, 3.66
University College London, U. of London 2013 — 2013
History
Belmont Hill School 2006 — 2011
High School
RBC Capital Markets August 2014 - Present
Oxy November 2012 - August 2014
PwC September 2010 - November 2012
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2010
Master in Professional Accounting, Accounting
Vanderbilt University 2005 — 2009
Spanish and European Studies, Minor in Economics
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Capital Markets March 2009 - February 2013
Ferris, Baker, Watts, Inc. September 2001 - March 2009
Legg Mason November 1990 - September 2001
Ferris, Baker, Watts, Inc. May 1983 - November 1990
Skills
Wealth Preservation..., Retirement Planning, Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Wealth Accumulation..., Cash Flow Forecasting, Tax Efficiency
Education
Towson University
Bachelor of Science (BS)
RBC Capital Markets January 2003 - Present
RBC Capital Markets January 2003 - Present
CIBC Oppenheimer August 2000 - January 2003
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Science in Business Administration, Finance, MIS
University at Albany, SUNY 1996 — 2000
Bachelor of Science, Business
RBC Capital Markets February 2014 - Present
Wells Fargo Advisors February 2013 - February 2014
GCA a Division of Northeast Securities August 2011 - March 2013
Universidad del Rosario February 2010 - July 2010
Universidad Nacional de Colombia November 2009 - July 2010
Bolsa de Valores de Colombia S.A. August 2005 - December 2008
Skills
Series 7, Spanish, Series 63, Market Research, Economics, Investments, Financial Modeling, Financial Analysis, Corporate Finance, English
Education
Universidad Nacional de Colombia 1999 — 2004
ECONOMIST, ECONOMICS
RBC Capital Markets June 2011 - Present
RBC Capital Markets August 2009 - June 2011
Skills
Bloomberg, Series 7, Series 63, Hedge Funds, Equity Research, Series 55, Excel
Education
Union College 2005 — 2009
BA, Managerial Economics
Rye High School 2001 — 2005
Prospect 33 August 2009 - Present
Calypso 2009 - Present
Calypso 2009 - Present
RBC Capital Markets February 2007 - August 2009
Royal Bank of Canada 2007 - 2009
Nordea Markets January 2000 - December 2006
Pronade 2005 - 2005
DZ Bank January 1998 - January 2000
IBM Germany Global Capital Markets Division January 1997 - January 1998
Infinity Financial Technology January 1994 - January 1997
Skills
Java, SwiXML, Calypso, Interest Rate..., FRA, Bonds, Credit Derivatives, Fixed Income, XML, Trading Systems, Market Data, Risk Management, Risk, Team Building, SDLC, Front Office, Databases, Software Development, Requirements Analysis, Integration, Investment Banking, Trading, Financial Risk, Back Office, Equity Derivatives, Sybase, FX Options, Perl, Derivatives, SQL, VBA, C++, Capital Markets, Market Risk, Oracle, Middle Office, Unix, Rates
Education
Universidad Francisco Marroquín 2000 — 2001
Universidade Estadual de Campinas 1983 — 1987
Masters, Computer Science
Wagon Wheel Exploration LLC October 2014 - Present
Magnum Hunter Resources Corporation January 2013 - October 2014
RBC Capital Markets June 2009 - January 2013
Bank of Scotland (part of Lloyds Banking Group) June 2007 - August 2009
Education
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (BA), Economics
The University of Texas at Austin 2002 — 2007
Bachelor of Arts (BA), Spanish
CIBC World Markets July 2015 - Present
BianSolution (www.BianSolution.com) January 2007 - Present
Scotiabank April 2015 - July 2015
BMO Financial Group - Wealth Management Division March 2014 - April 2015
TD Bank Group April 2013 - March 2014
CPP Investment Board November 2012 - March 2013
Manulife Financial - Investment Division October 2011 - November 2012
CIBC World Markets June 2011 - September 2011
RBC Capital Markets November 2009 - June 2011
Manulife Financial - Investment Division January 2008 - November 2009
Skills
OpenLink FINDUR, FINDUR AVS/JVS..., Derivatives, Equity Trading, Foreign Exchange, Fixed Income, Capital Markets, Front Office Trading..., Middle Office Risk..., Back Office Accounting..., Wealth Management, Agile Methodologies, Technology Solution..., Application Development, System..., IT/IS Management, Vendor Management, Project/Program..., Business/Stakeholder..., Communication and..., Team Building and..., Distributed/Host Systems, IBM OMS, ADP/Broadridge, Bloomberg, Reuters, Infinity Rates, Java, MQ, ADP INTACT Messaging..., FIX Messaging Protocol, Web Service Development, TIBCO BusinessWorks..., IBM Datastage ETL, Financial Services, Portfolio Management, SDLC, Software Project...
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance and Strategy Managment
Tianjin University 1992 — 1996
Bachelor of Engineering (B.E.), Computer Engineering
AIG October 2013 - Present
RBC Capital Markets May 2011 - August 2013
RBC Capital Markets August 2010 - May 2011
Barclays September 2008 - August 2010
Lehman Brothers October 2006 - September 2008
Bloomberg LP January 2003 - October 2006
Morgan Stanley July 2001 - January 2003
Skills
Project Management, Business Analysis, Data Analysis, User Acceptance Testing, Business Requirements, Project Coordination, Visio, System Deployment, UAT coordination, Business Process..., SAP R/3, SAP BW, SAP Implementation, Bloomberg Terminal, Business Workflows, Business Writing, Data & Information..., Risk Analysis, Global Technology..., Technology Solutions, Internal Controls, MS Project, Analysis, Management, Cross-functional Team..., Risk Management, Microsoft Project
Education
University at Albany 1997 — 2001
Bachelor of Science (B.S.), Accounting and Business/Management
UCLA Anderson School of Management September 2014 - Present
RBC Capital Markets May 2015 - August 2015
KPMG US July 2012 - May 2014
KPMG US October 2010 - July 2012
KPMG US June 2009 - August 2009
Skills
Financial Accounting, Financial Modeling, Financial Analysis, US GAAP, IFRS, CPA, Cash Flow, Financial Reporting, Valuation, Budgets, Investments, Auditing, GAAP, SEC filings, Internal Controls, SEC Filings, Finance, Accounting
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
UC Santa Barbara 2005 — 2009
BA, Business Economics
Wood Mackenzie February 2015 - Present
Wood Mackenzie March 2013 - Present
Wood Mackenzie February 2011 - February 2013
BlackGold Capital Management July 2009 - August 2009
RBC Capital Markets June 2008 - August 2008
Skills
Data Analysis, Strategic Planning, Competitive Analysis, Business Planning, Analytics, Marketing Strategy, Project Management, Energy, Corporate Finance
Education
Trinity University 2006 — 2010
B.S., Business Administration; Finance
American Express 2011 - Present
SYN Productionz January 2004 - Present
Brookfield Properties 2009 - 2010
BDO Canada 2007 - 2009
CTV 2005 - 2006
Ministry of Health and Long-Term Care 2002 - 2004
RBC Capital Markets 2001 - 2002
Skills
SharePoint, Requirements Analysis, Business Analysis, SDLC, Servers, Vendor Management, Team Leadership, Process Improvement, Business Process, Active Directory, Software Project...
Education
Toronto School of Business 2000 — 2001
Network Administration, Information Technology
Kinder Morgan May 2013 - Present
Copano Energy October 2010 - Present
Lehman Brothers September 2008 - September 2010
RBC Capital Markets 2005 - 2006
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Risk Management, Forecasting, Finance, Consulting, Mergers, Acquisitions, Options Strategies, Options, Hedge Funds, Energy, Natural Gas, Mergers & Acquisitions, Private Equity, Corporate Finance
Education
The University of Texas at Austin 2001 — 2005
Accounting and Finance
RBC Capital Markets March 2014 - Present
Softchoice February 2013 - March 2014
Blueprint Software Systems April 2012 - February 2013
Logitech June 2010 - March 2012
Logitech May 2009 - July 2011
Logitech November 2007 - April 2009
Logitech September 2005 - November 2007
Endava July 2003 - August 2005
Skills
Silverlight, WPF, WCF, TDD, Scrum, ASP.NET, C#, Agile Methodologies, Design Patterns, TFS, Test Driven Development, Microsoft SQL Server, .NET, Unit Testing, Software Project..., Testing, Architecture, XML, Web Services, MVC, Software Engineering, T-SQL, MVVM, Entity Framework, ASP.NET MVC, Visual Studio, OOP, SOA, Software Development, REST, SSIS, Databases, LINQ, Distributed Systems, Software Design, Integration, Object Oriented Design, Agile Project Management, ADO.NET, IIS, Architectures, Subversion, Programming, UML, Web Applications, SOAP, WPF Development
Education
Universitatea de Stat din Moldova 2003 — 2004
Master's, Computer Science
Universitatea de Stat din Moldova 1999 — 2002
Bachelor, Computer Science
Universitatea de Stat din Moldova 1998 — 2002
Bachelor, Chemistry
RBC Capital Markets June 2015 - Present
Cetera Advisor Networks LLC July 2014 - June 2015
Thornburg Investment Management October 2012 - July 2014
New Mexico State Treasurer's Office June 2012 - July 2012
Northwestern Mutual January 2012 - May 2012
UNM August 2011 - May 2012
Skills
Financial Analysis, Strategic Financial..., Financial Planning, PowerPoint, Data Analysis, Strategic Planning, Customer Service
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2012
MBA, Finance, 3.95
Ural State University named after A.M.Gorky 2006 — 2010
BA, International Relations/German
RBC Capital Markets April 2014 - Present
Hypokrit Theatre Company LLC August 2014 - Present
Deutsche Bank July 2010 - April 2014
BB&T Capital Markets Windsor Group May 2009 - July 2010
NASA Goddard Space Flight Center June 2005 - July 2007
Skills
Investment Banking, Aerospace, Financial Modeling, Mergers, Valuation, Finance, Financial Analysis, Investments, Mergers & Acquisitions, Business Development, Analysis, Leveraged Finance, Corporate Finance, Due Diligence
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 2001 — 2005
Bachelor of Science, Aerospace Engineering
RBC Capital Markets August 2015 - Present
RBC February 2015 - July 2015
RBC March 2014 - January 2015
TD April 2013 - March 2014
TD April 2012 - March 2013
Skills
Administration, Project Planning, Customer Satisfaction, Management, Negotiation, Sales, Banking, System Administration, Program Management, Customer Service, Financial Services, Leadership, Investments, Fundraising, Talent Management, Event Management, Mortgage Lending, Credit, Teamwork
Education
University of Toronto 2007 — 2011
Honours BA with Distinction, History and American Studies
University College London, U. of London 2006 — 2007
MBBS, Medicine
RBC Capital Markets June 2014 - August 2014
Study Abroad June 2013 - July 2013
The Office of the Governor January 2013 - May 2013
Skills
Time Management, Leadership, Team-oriented, Analytical Skills, Multi Tasking, Financial Analysis, Microsoft Excel, Budgets, Management, Strategic Planning, Teamwork, Event Planning, Public Speaking
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Corporate, 3.83 / 4.00
RBC Capital Markets March 2014 - Present
Goldman Sachs October 2013 - January 2014
University of Texas At Arlington January 2012 - June 2012
GameStop May 2007 - August 2009
Skills
Python, Quantitative Analytics, Data Analysis, C++, Scala, R, Machine Learning, MapReduce, Econometrics, Data Structures, Algorithms, Automation, Functional Design, Natural Language..., CouchDB, NoSQL, NumPy, Linux, Convex Optimization, Computational Finance, Object Oriented Design, Forecasting, Matlab, Portfolio Optimization, Quantitative Finance, Statistics, SVM, SciPy, Lasso, Cytoscape, Unsupervised Learning, Design Patterns, Time Series Analysis, Programming, Microsoft Excel, VBA, Stochastic Calculus, Trading Systems, Bloomberg, Futures Trading, Global Macro, Equities, Unix, Java, C, MATLAB
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2014
Master of Financial Engineering
Stanford Engineering via Coursera 2011 — 2013
Artificial Intelligence, Machine Learning, and Natural Language Processing
The University of Texas at Arlington 2009 — 2012
Bachelor of Science (B.S.), Economics / Math Minor
RBC Capital Markets August 2014 - Present
Global Hunter Securities July 2013 - August 2014
Main Street Capital Corporation May 2012 - December 2012
PwC January 2011 - March 2011
Skills
Financial Analysis, Valuation, Investments, Analysis, Bloomberg, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA/MPA, Accounting and Finance
The University of Texas at Austin
Scotiabank Global Banking and Markets July 2015 - Present
RBC Capital Markets September 2014 - December 2014
Scotiabank September 2013 - April 2014
DBRS January 2013 - April 2013
DBRS January 2012 - April 2012
Skills
Financial Analysis, Microsoft Excel, Finance, Capital Markets, Financial Modeling, VBA
Education
University of Waterloo 2010 — 2015
Bachelor of Mathematics, Financial Analysis & Risk Management, minor in Computer Science
Tsinghua University 2012 — 2012
School of Economics and Management
CFA Institute
RBC Capital Markets February 2015 - Present
Aspen Square Management August 2014 - February 2015
Habitat America, LLC May 2013 - July 2014
Habitat America, LLC July 2010 - April 2013
Habitat America, LLC June 2009 - July 2010
Skills
Property Management, Apartments, Leases, Fair Housing, Yardi, HUD, Affordable Housing, Rent Roll, Yardi Voyager, LIHTC, Rentals, Property, Yardi Property..., Resident Retention, Evictions, Tax Credit Compliance, Certified Occupancy, Seniors, Tax Credits, OneSite, Real Estate, Section 8, Resident Relations, Lease-ups, Section 42, Lease Administration, Social Housing, Rent Collection, Fair Housing Law, Curb Appeal, Multi Family Properties, NOI, Customer Service, Tenant, Marketing, Budgets, Management, Team Building, Asset Management, Microsoft Office, Real Estate Economics, Real Estate Transactions, Real Estate Development
Education
Towson University 2006 — 2010
Bachelor of Science (B.S.), Business Administration/Finance
RBC Capital Markets May 2015 - Present
J.P. Morgan Asset Management May 2014 - August 2014
Sponsors for Educational Opportunity April 2014 - July 2014
Deloitte Financial Advisory Services January 2014 - March 2014
UTEP Office of Alumni Relations April 2012 - December 2013
UTEP University Career Center December 2012 - October 2013
Eli Lilly and Company May 2013 - August 2013
FMA Investors August 2012 - May 2013
UTEP Department of Residence Life August 2012 - December 2012
UTEP Department of Residence Life December 2011 - August 2012
Skills
Financial Analysis, Leadership, Public Speaking, Accounting, Investments, Financial Modeling, Microsoft Excel, Business Analysis, Leadership Development, High Organizational..., Time Management, PowerPoint development, Team Leadership, Communication, Financial Monitoring, Quantitative Finance, Alternative Investments, DCF Valuation, Bloomberg Terminal, Capital Markets, Capital IQ, PowerPoint
Education
The University of Texas at El Paso 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Senior
RBC Capital Markets October 2014 - Present
J.P. Morgan February 2013 - September 2014
HoopNuts LLC June 2012 - January 2013
EZ Metrology April 2011 - December 2011
Federated Investors May 2011 - August 2011
Sylvan Learning Centers April 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Microsoft Office, Research, Market Research, Microsoft Word, Social Media, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance
Universidad Antonio de Nebrija 2010 — 2010
Estudios Hispanicos
University of Michigan
NTT DATA Americas July 2015 - Present
Xerox Services August 2006 - July 2015
Price Waterhouse Coopers February 2005 - August 2006
Fortis Capital July 2003 - April 2004
Energy Capital Solutions, LLC November 2001 - April 2002
RBC Capital Markets October 1999 - October 2001
Arthur Andersen August 1998 - September 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Auditing, Corporate Finance, Energy, M&A experience, Private Equity, Investment Banking, Corporate Development, Strategic Planning, Finance, Business Strategy, Business Development, Negotiation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1998
BBA, MPA, Accounting
RBC Capital Markets April 2015 - Present
Royal Bank of Scotland July 2014 - April 2015
Royal Bank of Scotland June 2013 - August 2013
National Football League June 2012 - August 2012
University of Texas at Austin August 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Photoshop, PowerPoint, Social Media, Market Research, Analysis, Microsoft Word, Public Speaking, Research, Event Planning, Facebook, Teamwork, Social Media Marketing, Data Analysis, Program Management, Blogging, Fundraising, Nonprofits, Leadership, Statistics, Finance
Education
The University of Texas at Austin 2010 — 2014
BBA, Finance
Sole Power Productions October 2004 - Present
Keys N Krates + Eh! Team DJs June 2007 - Present
RBC Capital Markets May 2002 - August 2002
Skills
Event Management, Marketing Strategy, Business Development, Operations Management, Strategic Planning, Market Planning, Digital Strategy, Graphic Design
Education
York University - Schulich School of Business 2000 — 2004
International Bachelor's Degree of Business Administration (IBBA), Management, Marketing, Finance
Tilburg University 2003 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Oxford and Cambridge Society of Toronto April 2015 - Present
SalesChoice Inc. January 2015 - Present
J. A. Robson Consulting Group November 2014 - Present
Helix Growth Partners October 2014 - Present
Quantica Trading July 2013 - August 2014
SunGard April 2012 - August 2013
R2 Financial Technologies September 2010 - April 2012
RBC Capital Markets October 2009 - September 2010
J.P. Morgan May 2009 - September 2009
Arrow Global Limited 2008 - 2009
Skills
Numerical Analysis, Financial Technology, Computational..., Machine Learning, Pattern Recognition, Fixed Income Technology, Fixed Income Strategies, Fixed Income Analysis, Risk Management, Enterprise Risk..., Trading Strategies, Derivatives, Idea Generation, Creativity, Pre-sales, Software Design, Statistics, Factor Analysis, Networking, Event Planning, Fundraising, MBS, Fixed Income, Hedge Funds, Strategy, Asset Management, Finance, Credit Derivatives, Market Risk, Capital Markets, Trading, Interest Rate..., Quantitative Finance, Structured Products, Financial Services, Electronic Trading, Equities, Financial Modeling, Management, Trading Systems, Analytics, Consulting, Start-ups, Financial Markets, Financial Risk
Education
University of Oxford 2001 — 2008
M.Sc. & D.Phil., Mathematics
The University of Manchester
M.Sc., Applied Numerical Computing
IBM June 2014 - Present
IBM September 2012 - June 2014
Maple Lake September 2011 - January 2012
RBC Capital Markets January 2011 - April 2011
PricewaterhouseCoopers May 2010 - August 2010
Parmalat Canada May 2009 - August 2009
Skills
Management Consulting, Strategy, Financial Reporting, Team Leadership, Microsoft Excel, Teamwork, Business Strategy, Leadership, Mobile Applications, Time Management, Mobile Strategy, Financial Analysis, Financial Modeling, Business Analysis, Marketing Strategy, Bloomberg, Microsoft Office, Auditing, Accounting, Equities, SAP, Consulting, Analysis
Education
Wilfrid Laurier University 2008 — 2012
BBA, Business
Universitat d'Alacant / Universidad de Alicante 2012 — 2012
International Business
Markit February 2008 - Present
RBC Capital Markets April 2006 - January 2008
TD Securities February 1996 - March 2006
Bear Stearns 1994 - 1996
Bear Stearns International 1993 - 1994
Bank of America October 1986 - September 1993
Skills
Credit Derivatives, Electronic Trading, Fixed Income, Capital Markets, Equity Derivatives, Market Data, Derivatives, Trading Systems, FX Options, Equities, Investment Banking, Bonds, Financial Markets, Hedge Funds, Market Risk
Education
University College London, U. of London 1983 — 1986
Bachelor of Science (BSc) Hons, Economics
Sir Roger Manwood's 1976 — 1983
JLL June 2012 - Present
Angelou Economics June 2009 - July 2012
Capital Area Metropolitan Planning Organization August 2008 - June 2009
Target June 2007 - August 2007
RBC Capital Markets December 2003 - May 2006
RBC Capital Markets October 2001 - June 2003
RBC Capital Markets January 2000 - October 2001
RBC Capital Markets June 1999 - January 2000
RBC Capital Markets October 1998 - June 1999
Skills
Economics, Analysis, GIS, Economic Development, Planning, ArcGIS, Trading, Customer Service, Project Management, Public Speaking, Focus Group Facilitation, Statistics, SPSS, IMPLAN, Microsoft Office, Excel, Word, Access, PowerPoint, Photoshop, Demographic Analysis, Bloomberg, Urban Planning, Project Planning
Education
The University of Texas at Austin 2006 — 2008
Masters, Community and Regional Planning
University of Wisconsin-Madison 1992 — 1997
Bachelor of Arts, Economics
RBC Capital Markets July 2014 - Present
Stone & McCarthy Research Associates June 1989 - June 2014
Money Marketeers of New York University October 2011 - February 2012
Merrill Lynch June 1986 - May 1989
Skills
Macroeconomics, Economics, Monetary Policy, Econometrics, Economic Research, Financial Markets, Fixed Income, Econometric Modeling, International Economics, Forecasting, Programming, Visual Basic, PHP, HTML, Website Development, Bloomberg
Education
SUNY Albany 1982 — 1986
Bachelor of Science (B.S.), Major in Economics, Minor in Computer Science
Risk Assistance Network + Exchange (RANE) May 2014 - Present
Risk Assistance Network + Exchange (RANE) 2014 - 2015
RBC Capital Markets December 2010 - November 2013
RBS Greenwich Capital April 2009 - October 2010
RBS Greenwich Capital 2006 - 2009
Deutsche Bank 2003 - 2006
JP Morgan 1999 - 2003
Bear, Stearns & Co. 1996 - 1999
Smith Barney, Inc. 1993 - 1996
Credit Suisse 1990 - 1991
Skills
Strategy, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, Investments, Management, M&A experience, Equities, Mergers & Acquisitions, Corporate Finance, Private Equity, IPO, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
M.B.A., Emphasis in Finance and Accounting
Trinity College-Hartford 1983 — 1987
B.A., Economics
Tabor Academy
Gemini Investors September 2007 - Present
RBC Capital Markets August 2005 - August 2007
Baring Asset Management 2003 - 2005
S&H Greenpoints 1999 - 2001
S&H Greenpoints 1999 - 2001
Skills
Valuation, Investment Banking, Venture Capital, Private Equity, Corporate Development, Corporate Finance, Equities, Investments, Due Diligence, Strategy, Financial Modeling, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, LBO
Education
Tufts University 1999 — 2003
B.S.
General Motors 2014 - Present
Cross Point Capital 2013 - 2014
DevEngine 2012 - 2014
Floor99/Cost Effective Technologies, a Nelnet company 2009 - 2011
Nelnet, Inc. 2003 - 2009
RBC Capital Markets 1999 - 2003
United States Peace Corps - Costa Rica 1994 - 1997
Skills
Strategy, Finance, Capital Markets, Structured Finance, Fixed Income, Entrepreneurship, Investment Banking, Strategic Planning, Risk Management, Financial Markets, Banking, Financial Structuring, Restructuring, Loans, Financial Analysis, Securities, Financial Services, Financial Modeling, Management, Investor Relations, Due Diligence, Leadership
Education
Thunderbird School of Global Management
MBA, International Management, Concentration in Finance
University of Michigan
B.A., Psychology
Gazbec January 2015 - Present
Arion Orchestre Baroque October 2014 - Present
RBC Capital Markets April 2013 - Present
Athéna Énergies 2007 - April 2013
Gaz Métro 1974 - 2007
Skills
French, Marketing Communications, Marketing, Strategic Planning, Project Management, Entrepreneurship, Business Strategy, Marketing Strategy, Public Relations, Social Media, Communication marketing
Education
Université de Montréal
Certificat, Publicité
Université du Québec à Montréal
Baccalauréat par cumule de trois certificats, Communication, général
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Capgemini US, LLC 2005 - July 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Strategy, Investment Banking, Acquisition Integration, Business Transformation, Enterprise Software, Strategic Planning, Valuation, Management Consulting, Business Analysis, Due Diligence, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance & Management
The University of Texas at Austin 2000 — 2004
B.Sc., Computer Science and Economics
Aitchison
A Levels
Summit Equity Investments 2013 - Present
Snowmass Capital 2010 - Present
Reznick Capital Markets 2010 - 2011
Lowe Enterprises Investors 2006 - 2010
GE Capital Real Estate 2005 - 2006
Mayer Capital Partners 2004 - 2005
CIM Group 1999 - 2004
RBC Capital Markets 1993 - 1999
Skills
Private Equity, Debt, Deal Structuring, Negotiation, Underwriting, Fundraising, Origination, Structuring, Real Estate Finance, Mezzanine, Real Estate Investment, Portfolio Management, Investments, Joint Ventures, Financial Analysis, Private Placements, Leveraged Finance, Capital Markets, Debt Restructuring, Capital, Investor Relations, CMBS, Real Estate Economics, Financial Structuring, Commercial Real Estate, Real Estate Development, Financial Modeling, Structured Finance, Loans, Mergers & Acquisitions, Loan Origination, Investment Properties, Finance, Acquisitions, Real Estate Transactions, Due Diligence, Real Estate, Real Estate Financing, Venture Capital, Disposition, Brokerage, Asset Management, Valuation, Funding, Leases, Financial Services, Business Development, Banking, Corporate Finance, Alternative Investments
Education
University of Pennsylvania
BA, Economics
UCLA Anderson School of Management
MBA, Finance
Cintrifuse March 2013 - Present
JP Morgan April 2011 - March 2012
RBC Capital Markets July 2008 - March 2011
Cooper Capital Management LLC May 2007 - August 2007
SCAG 2004 - 2006
Skills
Financial Modeling, Corporate Finance, Enterprise Valuation, Investment Valuation, Due Diligence
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Finance
University of Florida 1997 — 2001
B.S., Interdisciplinary Studies in International Health (Minor: Economics)
Quantitative Advantage, LLC (QA) 2014 - Present
Quantitative Advantage 2010 - 2013
Northwestern Mutual 2009 - 2010
RBC Capital Markets 1998 - 2008
RBC Capital Markets 1997 - 1998
RBC Capital Markets 1995 - 1997
Cherry Tree 1991 - 1995
Piper Jaffray 1989 - 1991
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Equity Research, Stocks, ETFs, Venture Capital, Industry Research, Sell Side, Wholesaling, Wholesale, Buy-side, Series 7, Financial Analysis, Due Diligence, Forecasting, Sales, Marketing, New Business Development, Market Analysis, prospecting, territory turnaround, corporate planning and..., CP&A, road show marketing, raising equity capital, Project Management, Customer Relations, Institutional Equity..., Buy Side
Education
The University of North Dakota
BA, Banking and Finance
University of Minnesota - Carlson School of Management
MBA, Finance
RBC Capital Markets May 2015 - Present
Mizuho Securities USA Inc. September 2014 - May 2015
Oppenheimer & Co. July 2012 - August 2014
Invesco June 2011 - August 2011
Catalyst Funds October 2010 - March 2011
Joele Frank, Wilkinson Brimmer Katcher September 2005 - July 2010
Skills
Investments, Financial Modeling, Equities, Mergers & Acquisitions, Equity Valuation, Equity Research, Bloomberg, Finance, Strategy, Analysis, Factset, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Business Strategy, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Trinity University 2002 — 2005
B.A., Major: Economics Minor: Spanish
United States Naval Academy 2000 — 2002
Economics
John cooper school
Belle Haven Investments May 2015 - Present
RBC Wealth Management June 2014 - August 2014
RBC Wealth Management September 2013 - December 2013
RBC Capital Markets July 2013 - August 2013
Minikahda Club June 2012 - August 2013
Trinity Gateway Apartments March 2013 - May 2013
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science, International Relations Concentration
BNP Paribas May 2014 - Present
Scottrade March 2014 - May 2014
Merrill Lynch November 2012 - October 2013
RBC Capital Markets May 2010 - August 2010
Mitsubishi UFJ Securities (USA), Inc. December 2000 - June 2007
Mitsubishi UFJ Securities (USA), Inc. November 1993 - December 2000
Discount Corporation of New York April 1989 - May 1993
Skills
Fixed Income Trading, Fixed Income, Money Market, Middle Office, Bloomberg, Series 7, Electronic Trading, Settlement, Securities Lending, Derivatives, Series 63, Financial Markets, Trading, MBS, Series 65, Bonds, Investments
Education
Saint John's University 1981 — 1984
ASBA
Thomas Edison State College
BSBA, Finance
RBC Capital Markets May 2012 - Present
National Futures Association April 2012 - May 2012
Societe Generale November 2006 - August 2011
PricewaterhouseCoopers August 2000 - November 2006
BNY Mellon January 1999 - May 2000
Skills
Fixed Income, Trading, Valuation, Commodity, Risk Management, Banking, Equities, Derivatives, Product Control, Portfolio Management, Structured Finance, Analysis, Credit Risk, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Finance, Investment Banking, Project Finance, Program Management, Leadership, Investments, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, International Relations, Civil Engineering
FTN Financial, Inc. February 2013 - Present
Duncan-Williams, Inc. February 2008 - January 2013
RBC Capital Markets February 1999 - September 2007
Skills
Capital Markets, Fixed Income, Investment Banking, Series 7, Bonds, Series 63, Securities, Investments, Bloomberg, Portfolio Management, Asset Management, Valuation, Alternative Investments, Financial Modeling, Equities
Education
The University of Memphis
B.A., Finance
CIBC March 2013 - Present
KineticD October 2012 - February 2013
Toronto Dominion (TBSM) May 2012 - October 2012
RBC Capital Markets March 2010 - April 2012
Epsilon March 2008 - February 2010
Dundee Wealth Management March 2006 - August 2008
Thindata 1:1 December 2007 - February 2008
Hospitals of Ontario Pension Plan January 2005 - March 2006
DoubleClick Email Canada September 2001 - December 2004
Business Transformation Associates May 2001 - August 2002
Skills
Database Design, T-SQL, .NET, VB.NET, Visual Studio, DTS, SSIS, SQL, XML, C#, PL/SQL, ETL, Microsoft SQL Server, Databases, Data Modeling, Oracle, SDLC, IIS, Visual Basic
Education
Polytechnic University of Bucharest 1997 — 1998
M.Sc., Systems Simulation
Polytechnic University of Bucharest 1992 — 1997
B.Sc., Computer Sciences and Electrical Engineering.
RBC Capital Markets November 2009 - Present
Ediodra November 2008 - July 2009
RBC Insurance November 2007 - September 2008
BMO Capital Markets May 2004 - August 2007
Leisureworld May 2003 - May 2004
IBM@Bank of Nova Scotia March 2003 - May 2003
Computer Sciences Canada @NORTEL June 2000 - November 2002
Romelectro August 1994 - January 2000
Radio Contact 1992 - 1993
Skills
Team Leadership, Management, Process Improvement, Project Management, Vendor Management, Business Analysis, Requirements Analysis, SDLC, ITIL, Strategy, Agile Methodologies, Software Development, Software Project..., Quality Assurance, Integration, Risk Management, Project Delivery, Project Portfolio..., PMO, Leadership, IT Strategy, Program Management, Enterprise Architecture, IT Management, CRM, PMP, Project Planning, Microsoft SQL Server, Cross-functional Team..., Change Management, SharePoint, Business Process..., User Acceptance Testing, Business Process, Disaster Recovery, Team Management, Requirements Gathering
Education
University of Toronto 2008 — 2008
Certificate
Institute for Learning 2005 — 2007
1989 — 2004
Diploma
Liceul CD Gherea 1984 — 1988
Baccalaureate Diploma
TPH Partners LLC September 2015 - Present
Atinum Energy Investments, LLC August 2014 - August 2015
RBC Capital Markets July 2012 - August 2014
KPMG US January 2012 - March 2012
Lolley & Associates January 2010 - May 2010
Skills
Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Oil & Gas Industry, Private Equity, Capital Markets, Oil & Gas Exploration
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
BBA / Masters, Accounting
UCLA February 2014 - Present
University of Southampton August 2010 - February 2014
University College London October 2009 - May 2010
University College London July 2009 - September 2009
RBC Capital Markets June 2008 - April 2009
Education
University of Southampton 2010 — 2014
PhD, Physics
UCL 2006 — 2010
MSci, Physics, 1st
RBC Capital Markets March 2013 - Present
BMO Capital Markets July 2011 - March 2013
PwC June 2010 - August 2010
KMF Investments June 2009 - August 2009
Skills
LBO, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equity Valuation, DCF, Credit Analysis, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Credit, Private Equity, Capital Markets
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, Economics
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Finance, Capital Markets, Corporate Finance, Financial Accounting
Oracle July 2015 - Present
Oracle 2014 - Present
RBC Capital Markets May 2013 - August 2013
UBS Wealth Management May 2012 - July 2012
Hudson Advisors, LLC May 2010 - August 2010
Skills
Leadership, Sales, Solution Selling, Account Management, Information Technology, SaaS, IT Strategy, Enterprise Software, Databases, Middleware, PaaS, IaaS, Start-ups, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance
SourceHOV Tax May 2009 - Present
DRDA, P.C. June 2008 - April 2009
Riley Wealth Management, LLC May 2003 - June 2008
Kaizen Management, L.P. January 2008 - March 2008
RBC Capital Markets January 2007 - March 2007
Leprechaun Fund, LP March 2005 - December 2006
AIG Advisor Group July 2002 - March 2005
El Paso Merchant Energy January 2001 - January 2002
Self-employed December 1995 - January 2001
RBC Wealth Management March 1995 - December 1995
Skills
Proprietary Trading, Options, High-Frequency Trading, Market Making, Quant, Electronic Trading, Software Development, Trading Platforms, Low Latency, Trading Systems, Exchange Connectivity, Market Microstructure, Data Feeds, Buy-side, Sell Side, Equity Trading, Options Pricing, Futures Trading, FX trading, Market Structure, Trading Technology, Smart Order Routing, Trade Execution, Statistical Arbitrage, Volatility Arbitrage, Business Tax, Business Advisory, Hedge Funds, Equities, Derivatives, Risk Management, Portfolio Management, Investments
Education
The University of Texas at Austin 1979 — 1981
BBA
Trinity University 1977 — 1979
Société Générale September 2015 - Present
Intact May 2014 - May 2015
RBC Capital Markets May 2008 - April 2012
Caisse de dépôt et placement du Québec May 2004 - April 2008
TMX Group January 2001 - March 2004
Skills
Derivatives, Capital Markets, Trading, Risk Management, Options, Hedge Funds, Equities, Portfolio Management, Fixed Income, Hedging, Equity Derivatives, Strategy, Volatility, Commodity, Financial Markets, Bloomberg, Investments, Financial Modeling
Education
Sherbrooke University
Master’s Degree, Finance, General
RBC Capital Markets July 2015 - Present
Deloitte January 2015 - March 2015
Goldman Sachs May 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Schmid, Broaddus, Nugent & Gano, P.C. January 2014 - May 2014
The University of Texas at El Paso April 2013 - January 2014
The University of Texas at El Paso August 2012 - December 2012
Skills
Finance, Capital Markets, Microsoft Excel, Accounting, Valuation, Capital IQ, Financial Modeling, Tax, Teamwork, PowerPoint, Financial Accounting, Financial Analysis
Education
The University of Texas at El Paso 2011 — 2014
Bachelor's Degree, Accounting
Coronado High School 2007 — 2011
Robert W. Baird & Co. December 2014 - Present
RBC Capital Markets February 2008 - December 2014
The PFM Group July 2005 - February 2008
The Municipal Advisory Council of Texas January 2004 - July 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Allen Academy 1986 — 1999
Ditech Financial, LLC (formerly known as Green Tree Servicing, LLC) February 2014 - Present
Green Tree Servicing April 2010 - February 2014
Numberworks November 2009 - April 2010
RBC Capital Markets January 2003 - August 2009
TCF Equipment Finance December 2001 - December 2002
Winthrop Resources November 2000 - December 2001
Skills
Financial Reporting, Accruals, Accounting, Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Process Improvement
Education
The University of North Dakota 1994 — 2000
Bachelors, Accounting
Argo Group International Holdings, Ltd. February 2013 - Present
RBC Capital Markets 2010 - February 2013
Deephaven Capital Management January 2005 - September 2008
Providence Capital September 2003 - January 2005
Goldman Sachs September 1999 - August 2003
Credit Suisse May 1996 - September 1999
Skills
Equities, Bonds, Investments, High Yield, Capital Structure, Credit Derivatives, Hedge Funds, Fixed Income, Valuation, Private Equity, Asset Managment, Financial Modeling
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science (BS), Mathematics
RBC Capital Markets May 2015 - Present
Nomura Securities February 2010 - April 2015
Skills
Investment Banking, Capital Markets, Derivatives, Fixed Income, Bloomberg, Financial Modeling, Portfolio Management, Investments
Education
Tufts University 2003 — 2007
Bachelor of Arts (B.A.), Mathematics and Psychology
Oil & Gas Industry April 2015 - Present
EnVen Energy Ventures, LLC October 2011 - March 2015
Gulf Coast Energy Resources, LLC February 2010 - October 2011
W&T Offshore August 2003 - February 2010
RBC Capital Markets 2000 - 2002
Skills
Seismology, Energy, Mergers & Acquisitions, Strategy, Onshore, Finance, Natural Gas, Financial Modeling, Geology, Petroleum, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Private Equity, Capital Markets, Risk Management, Equities, Investments, Analysis, Investment Banking, Strategic Planning, Executive Management, Forecasting, Investor Relations, Accounting, Energy Industry, Budgets, Financial Planning, Internal Audit, Corporate Development, Internal Controls, Upstream, Budgeting, Oil & Gas, Management, Gas, Business Strategy
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
Tulane University - A.B. Freeman School of Business 1988 — 1992
BS, Management
GreenBlock Capital February 2015 - Present
Oxbow November 2014 - February 2015
NextEra Energy Resources September 2012 - October 2014
SunTrust Robinson Humphrey June 2010 - July 2012
EMC May 2009 - August 2009
RBC Capital Markets June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Accretion/dilution, Energy, Renewable Energy, Private Equity, Bloomberg, Mergers & Acquisitions, Investment Banking, Analysis, Due Diligence, PowerPoint, Microsoft Excel
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Finance, Chinese
Tsinghua University 2008 — 2008
Finance
St. Sebastian's School 2000 — 2006
High School Diploma
SunTrust Robinson Humphrey January 2013 - Present
SunTrust Robinson Humphrey July 2012 - December 2012
RBC Capital Markets June 2008 - June 2012
Ferris, Baker Watts April 2004 - June 2008
Capital One Financial July 1998 - April 2004
Jefferson Smurfit Corporation January 1997 - July 1998
U.S. Navy May 1991 - December 1996
Skills
Equity Research, Equity Valuation, Insurance, Reinsurance, Thomson One, Excel, MS Office Suite, Investment Strategies, Financial Modeling, Insurance Linked..., Bloomberg, Microsoft Excel, Finance, Financial Analysis, Analysis, Valuation
Education
University of Richmond - Robins School of Business 2001 — 2003
MBA
United States Naval Academy 1987 — 1991
B.S., Naval Architecture
Fox Chapel Area High School 1983 — 1987
RBC Capital Markets January 2013 - Present
Wells Fargo Securities July 2011 - August 2012
UBS Investment Bank September 2009 - June 2011
INVESCO Institutional (N.A.), Inc. May 2004 - March 2007
Skills
Investment Banking, Restructuring, Leveraged Finance, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance and Accounting
Tulane University - A.B. Freeman School of Business 1997 — 2001
BSM, Finance and Accounting
Executive Recruiter December 2009 - December 2011
RBC Capital Markets April 2007 - November 2009
Banc of America Securities LLC May 2005 - March 2007
Instinet December 2003 - May 2005
Bloomberg Tradebook, L.L.C November 2000 - July 2003
Bank of America (formerly known as FleetBoston) July 1998 - December 1999
Bank of America (formerly known as FleetBoston) May 1997 - June 1998
Scudder, Stevens & Clark, Inc November 1992 - May 1997
State Street Bank and Trust Company December 1989 - November 1992
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
Bachelors of Science, General Management
Cross Point Capital March 2010 - Present
Carolina Capital Markets December 2008 - March 2010
RBC Capital Markets May 2004 - September 2007
Skills
Fixed Income, Capital Markets, Trading
Education
United States Military Academy at West Point 1978 — 1982
BS, Chemical Engineering(Concentration)
Intervale Capital August 2015 - Present
RBC Capital Markets May 2014 - July 2015
Westlake Securities May 2012 - May 2014
Skills
Capital IQ, Financial Modeling, Research, Auditing, Bloomberg, PowerPoint, Microsoft Excel, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Valuation, Private Equity, Bloomberg Terminal, Finance, Analysis, Investment Banking, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
MPA, Accounting, Finance
RBC Capital Markets December 2010 - Present
RBC Capital Markets 2003 - December 2010
TD Securities January 2002 - December 2003
Goldman Sachs August 1996 - November 2001
Education
The University of Manchester 1993 — 1996
BEng, Software Engineering
Scotiabank 2013 - Present
Ontario Teachers' Pension Plan 2012 - 2013
RBC Capital Markets 2007 - 2012
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA, Finance
Universidad del CEMA 2001 — 2002
Master of Finance in Capital Markets
Google July 2015 - Present
RBC Capital Markets March 2013 - July 2015
Dundas Data Visualization January 2008 - March 2013
Dundas Software May 2007 - January 2008
Endava July 2006 - March 2007
Compudava May 2004 - July 2006
Compudava February 2002 - May 2004
Skills
C++, C#, .NET, SQL Server, ADO.NET, ASP.NET, Visual Studio, Silverlight, TFS, WPF, WCF, XML, SQL, JavaScript, WinForms, Software Development, Microsoft SQL Server, OOP, Object Oriented Design, Design Patterns, Databases, SDLC
Education
2005 — 2006
Master, IT
1997 — 2002
Bachelor
State Budget Crisis Task Force 2011 - Present
US Treasury March 2009 - Present
Independent 2008 - Present
RBC Capital Markets 2007 - 2008
Nelson A. Rockefeller Institute of Government 2005 - 2007
State University of New York 1996 - 2005
New York State Division of the Budget 1995 - 1996
New York State Division of the Budget 1991 - 1996
New York State Division of the Budget 1988 - 1991
New York State Division of the Budget 1975 - 1988
Skills
Capital Finance, Management Consulting, Negotiation, Strategic Communications, Financial Planning, Strategic Planning, Financial Management, Organizational Analysis, Program Analysis, Managerial Finance, Community Outreach, Nonprofits, Public Speaking, Government, Program Management, Analysis, Research, Public Policy, Budgets, Policy, Leadership, Strategic Financial..., Organizational Needs..., Capital Allocation, Policy Analysis, Strategy
Education
State University of New York at Albany 1971 — 1972
Master of Public Administration
State University of New York at Albany
Bachelor of Arts
RBC Capital Markets November 2014 - Present
CPP Investment Board April 2012 - November 2014
CPP Investment Board April 2011 - March 2012
CPP Investment Board May 2008 - March 2011
CPP Investment Board January 2007 - May 2008
t4g February 2006 - December 2006
City of Brampton 2004 - 2005
Morningstar Canada September 2000 - October 2004
The World Bank 1997 - 1998
Skills
Requirements Analysis, SDLC, Business Intelligence, Software Project..., Project Management, Team Leadership, Business Analysis, Requirements Gathering, Data Warehousing, Software Development, Web Services, PMO, Microsoft SQL Server, SOA, SQL, Agile Methodologies, Enterprise Architecture, .NET, T-SQL, Integration, Databases, Visio, Data Modeling
Education
Planview Horizons 2012 — 2012
Scrum Master with Mike Cohn 2009 — 2009
Universidad Nacional de Colombia 1986 — 1992
B.Sc., Systems Engineering
RBC Capital Markets September 2012 - Present
BMO Capital Markets October 2010 - September 2012
Autodesk August 2004 - October 2010
Shanghai Wanru Technology Ltd April 2002 - August 2004
Shanghai Bell Ltd April 2001 - April 2002
Shanghai Techsino Technology Ltd July 1996 - September 1998
Skills
XML, C++, C#, Java, ETL, Oracle, AutoCAD Civil 3D, JavaScript, jQuery, Perl, Unix
Education
Shanghai Jiaotong University 1998 — 2000
Master, Computer Application; workflow research
Tongji University 1992 — 1996
Master, Computer Application
TD Securities September 2013 - Present
RBC Capital Markets July 2011 - August 2013
TD Securities January 2011 - July 2011
Ontario Ministry of Government Services October 2008 - January 2010
RBC Capital Markets September 2007 - September 2008
CIBC January 2005 - December 2006
Ontario Ministry of Government Services December 2002 - January 2005
TD Securities July 2002 - December 2002
Marsh March 2001 - July 2002
Symcor September 1998 - March 2001
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Agile Methodologies, Enterprise Software, SOA, Microsoft SQL Server, Software Development, Java Enterprise Edition, XML, Quality Assurance, Waterfall, PMP, Systems Analysis, Enterprise Architecture, Web Services, Weblogic, Risk Management, ITIL, Requirements Gathering, Security, Integration, DB2, UML, Business Process..., Databases, Business Requirements, Data Warehousing, Software Project..., Vendor Management, IT Strategy, Business Process, Visio, Financial Services
Education
York University 2010 — 2011
Master Certificate in Business Analysis
1991 — 1996
BSc. Computer Science, Computer Science
Liceul Matematica si Fizica - Al. Ioan Cuza 1991 — 1996
RBC January 2015 - Present
RBC Capital Markets August 2010 - Present
Algorithmics January 2009 - July 2010
Algorithmics April 2006 - December 2008
Algorithmics January 2003 - March 2006
Algorithmics January 2000 - December 2002
Algorithmics September 1997 - December 1999
BankBoston January 1994 - May 1997
IBM January 1993 - December 1993
Skills
Market Risk, Capital Markets, Derivatives, Risk Management, Credit Risk, VAR, Fixed Income, Trading Systems, FX Options, Equities, Basel II, Financial Markets, Financial Risk, Trading, Business Analysis, Management, Financial Modeling, Strategy, Requirements Analysis
Education
Universidade Estadual de Campinas 1989 — 1993
Bachelor's Degree, Computer Engineering
Universidade Estadual de Campinas 1987 — 1992
Bachelor's Degree, Applied and Computer Mathematics
OFS Energy Fund LLC July 2013 - Present
Continental Energy Services LLC May 2009 - June 2013
The Boss Group February 2005 - May 2009
Buffalo Capital Partners March 2002 - February 2005
RBC Capital Markets August 1999 - March 2002
Jefferies & Company, Inc. June 1998 - August 1999
Skills
Private Equity, Mergers, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Equity Research, M&A experience, Investment Banking, Capital Markets, Portfolio Management
Education
University of Houston 1995 — 1998
JD/MBA
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration, Finance
The Kinkaid School 1984 — 1989
National Bank Financial August 2010 - Present
RBC Capital Markets December 2004 - June 2010
RBC Royal Bank August 1998 - December 2004
Education
Université de Sherbrooke 1994 — 1995
M.Sc., Finance
Université de Sherbrooke 1991 — 1994
Finance
Electronauts LLC August 2010 - Present
MSMM Corp January 2009 - August 2010
RBC Capital Markets September 2005 - January 2009
RiverPoint Capital Management 2003 - 2005
HedgeFund.Net 2001 - 2003
Salomon Brothers 1997 - 2001
Skills
Private Equity, Strategic Financial..., Telecommunications, Portfolio Management, Hedge Funds, Investments, Asset Managment, Equities, Mergers, Negotiation, Financial Modeling, Asset Allocation, Financial Analysis, Strategic Planning, Corporate Finance, New Business Development, Finance, Strategy, Mergers & Acquisitions, Venture Capital, Business Development, Risk Management, Sales, Due Diligence, Series 63, Executive Management
Education
Trinity College-Hartford 1994 — 1997
Bachelor of Science (BS), Double Major American Studies and Music
Seven Hills High School 1989 — 1993
University of California Davis June 2014 - Present
RBC Capital Markets 2006 - Present
Genentech September 2005 - June 2006
Education
The University of Texas Southwestern Medical School
MD, Medicine
University of California, Berkeley
University of California, Berkeley - Walter A. Haas School of Business
GreenWood Investors September 2010 - Present
Carr Securities April 2009 - December 2013
Aslan Capital January 2008 - March 2009
RBC Capital Markets August 2006 - January 2008
Kellogg Capital Group 2005 - 2006
Skills
Equities, Financial Modeling, Valuation, Leveraged Finance, Portfolio Management, High Yield, Equity Research, Alternative Investments, Investments, Asset Management, Special Situations, Bloomberg, Hedge Funds, Equity Valuation, Investment Management, Capital Markets
Education
Tulane University 2001 — 2005
BA, Economics, Political Economy, International Relations
Morgan Stanley October 2013 - Present
Barclays Capital May 2011 - October 2013
RBC Capital Markets February 2010 - May 2011
Merrill Lynch November 1997 - November 2010
PARIBAS UK July 1995 - November 1997
Skills
Trading Systems, Unix, Electronic Trading, Market Data, Fixed Income, Reference Data, Investment Banking, Equities, Options, Derivatives, SDLC, Low Latency, Series 7
Education
Université Pierre et Marie Curie (Paris VI) 1988 — 1990
DEA (pre PhD), Computer Science (OS, Networks)
Université du Maine-Le Mans-Laval 1984 — 1988
Master, Computer Science
Assured Guaranty June 2011 - Present
RBC Capital Markets October 2010 - June 2011
Ambac April 2004 - October 2010
Fitch Ratings May 2001 - April 2004
First Albany Corporation June 1997 - May 2001
Alex. Brown & Sons Incorporated August 1996 - June 1997
Government Finance Associates, Inc. November 1993 - August 1996
Education
University at Albany, SUNY 1987 — 1991
Swank Capital, LLC April 2014 - Present
Wunderlich Securities August 2013 - March 2014
RBC Capital Markets March 2011 - August 2013
RBC Capital Markets October 2009 - July 2011
Austin Stock Research December 2006 - November 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Accounting
RBC Capital Markets TradingScudder1992 - 1997
Education
Tulane University - A.B. Freeman School of Business 1985 — 1989
RBC Capital Markets September 2006 - October 2007
Schonfeld Securities July 1999 - May 2005
Education
Touro College 1995 — 1997
RBC Capital Markets August 2015 - Present
New York City Economic Development Corporation January 2013 - July 2015
New York City Economic Development Corporation August 2010 - December 2012
The Business Council of New York April 2010 - August 2010
The Marino Organization March 2010 - August 2010
Building Trades Employers' Association January 2010 - August 2010
Bloomberg for Mayor 2009, Inc. March 2009 - November 2009
John McCain 2008 January 2007 - November 2008
Skills
Political Campaigns, Public Policy, Non-profits, Politics, Community Outreach, Grassroots Organizing, Public Relations, Strategic Communications, Media Relations, Social Media, Event Planning, Government, Speech Writing, Fundraising, Economic Development, Community Development, Legislative Relations, Public Affairs, Policy, Legislation, Nonprofits, Crisis Communications, Policy Analysis
Education
Tufts University 2000 — 2004
BA, Political Science
Mercatus, Inc. May 2015 - Present
RBC Capital Markets November 2013 - May 2015
Citi February 2010 - November 2013
Procter & Gamble May 2008 - February 2010
D.B. Zwirn & Co. July 2005 - July 2007
Citi April 2001 - June 2005
Skills
Financial Modeling, Valuation, Alternative Energy, Power Utilities, Credit Analysis, LBO, M&A analysis, Project Finance, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Hedge Funds, Financial Analysis, Portfolio Management, Financial Structuring, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics/International Studies
Incapital November 2012 - Present
RBC Capital Markets June 2009 - November 2011
RBC Capital Markets June 2008 - June 2009
Skills
Trading Systems, Fixed Income, Investment Banking, Financial Markets, Securities, Bloomberg, Capital Markets, Bonds, Derivatives, Hedge Funds, Trading, Series 7, Series 63, Equities, Options, Electronic Trading, FX Options
Education
Newark Academy 1997 — 2001
High School Diploma
Trinity College-Hartford
BS, Economics
RBC Capital Markets December 2012 - Present
BMO Capital Markets December 2010 - December 2012
CGI August 2010 - December 2010
Scotiabank September 2009 - July 2010
TD Securities January 2008 - July 2009
BMO Capital Markets September 2006 - November 2007
Fidelity Information Services January 2004 - July 2006
CGI March 2003 - December 2003
Algorithmics October 2000 - November 2002
Oasis Technology 1998 - 2000
Education
Universitatea Transilvania din Brașov 1990 — 1995
Bachelor's, Mathematics, Information Technology
RBC Capital Markets October 2009 - Present
Travel CUTS February 2000 - October 2009
Qi, division of CommonHealth (USA) 2003 - 2003
Scotiabank February 1999 - February 2000
PricewaterhouseCoopers (USAID-funded project in Moldova) January 1997 - October 1998
Skills
Visual Basic, Software Development, Integration, ASP.NET, Microsoft SQL Server, Analysis, Business Intelligence, Databases, Agile Methodologies, E-commerce, Business Analysis, XSLT, XML, IT Strategy, SDLC, SQL, .NET, JavaScript, VBScript, C#
Education
1982 — 1987
Engineer’s Degree, Electronic Engineering Technology
Learning Tree International
RBC Capital Markets July 2010 - Present
United States Marine Corps May 2002 - June 2008
Skills
Financial Modeling, Mergers, Business Strategy, Due Diligence, Corporate Finance, Financial Analysis, Valuation, Negotiation, Investments, Team Leadership, Excel, Team Building, Operations Management, Mergers & Acquisitions, Leadership, Finance, Banking, Business Development, Private Equity, Management Consulting, Strategy, Investment Banking, Analysis, Entrepreneurship, Corporate Development, Strategic Planning, Venture Capital, Cross-functional Team..., Portfolio Management, Competitive Analysis, Executive Management
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Business Administration
United States Naval Academy 1998 — 2002
BS, Systems Engineering
Montgomery Bell Academy 1994 — 1998
UCLA Anderson School of Management September 2014 - Present
RBC Capital Markets June 2015 - August 2015
Accenture September 2010 - August 2014
Accenture August 2008 - August 2010
UBS June 2007 - August 2007
Samsung June 2006 - August 2006
Skills
Application Portfolio..., Business Case..., Business Relationship..., IT Capability Assessment, IT Operating Model, IT Strategy, IT Transformation, IT Outsourcing, Mergers & Acquisitions, Mortgage Banking, Process Improvement, Project Management, Wealth Management, Business Analysis, Management Consulting, Strategy, Financial Analysis, Analysis, Data Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2004 — 2008
BS, Electrical Engineering
Seoul International School
Seoul International School
Seoul International School
Atlas April 2015 - Present
Randstad Technologies US February 2013 - March 2015
TEKsystems October 2009 - January 2013
TEKsystems October 2009 - September 2010
Bank Of America January 2008 - April 2009
RBC Capital Markets March 2002 - November 2007
Skills
Financial Services, Recruiting, Trading, Banking, Investments, Management, Vendor Management, Temporary Placement, Sales, Business Analysis, Outsourcing, Investment Banking, Sourcing, Technical Recruiting, Portfolio Management, Capital Markets, Credit, Fixed Income, Options, Derivatives, Business Relationship..., Mutual Funds, Relationship Management, Asset Management, Mortgage Lending, Securities, Human Resources, Asset Managment, Series 63, CRM, Cold Calling, Finance, Risk Management, SDLC, Asset, Financial Risk, Salesforce.com, Trading Systems, Strategy, Leadership, Customer Service, Talent Acquisition, Business Development, IT Strategy, Equities, Microsoft Office, Networking, Consulting, Team Leadership
Education
Union County College 1987 — 1988
None, Liberal Arts
Westfield High
RBC Capital Markets
Skills
MBS, Product Control, CDS, Capital Markets, Derivatives, Fixed Income Products, Fixed Income, Credit Derivatives, FX, Bonds, Equities, Credit, Accounting, General Ledger, Internal Controls
Education
University at Albany, SUNY 1992 — 1995
BS, Accounting
BP Capital Fund Advisors April 2010 - Present
SteelPath Capital Management and SteelPath Fund Advisors June 2009 - March 2010
RBC Capital Markets September 2003 - April 2009
Lehman Brothers January 2002 - August 2003
Hoak Breedlove Wesneski & Co 2000 - 2001
USAA 1999 - 1999
United States Air Force 1995 - 1999
Skills
Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds, Asset Managment, Investments
Education
The University of Texas at San Antonio 1997 — 1999
M.S., Finance
United States Air Force Academy 1991 — 1995
B.S., Management
Health Care Services Corporations (HCSC) 2013 - Present
JEH Enterprises, LLC 2002 - Present
RBC Capital Markets 2006 - 2010
Star Exhibits and Environments 1999 - 2002
Skills
Strategy, Financial Analysis, Business Analysis, Project Management, Leadership, Finance, Management Consulting, Marketing, Budgets, Banking, Forecasting, Corporate Finance, Management, Auditing, Project Planning, Capital Markets, Financial Modeling, Analytics, Recruiting, Risk Management, Human Resources, Program Implementation, System Implementations, Strategic Planning, Accounting, Vendor Management, Reporting, Mentoring, Compliance
Education
The University of North Dakota
Bachelor of Accountancy, Accounting and Finance
Nasdaq June 2015 - Present
McGraw Hill Financial / Standard and Poor's November 2013 - January 2015
AIG October 2011 - March 2012
RBC Capital Markets/RBC Financial (Royal Bank of Canada) September 2005 - September 2008
RBC Capital Markets August 2005 - August 2008
MBH Trading January 2005 - September 2005
MBH Trading LLC January 2005 - August 2005
D.F. King & Co. March 2004 - August 2004
Royal Alliance Associates INC August 2000 - October 2003
Credit Suisse/Warburg March 2000 - August 2000
Skills
Recruiting, Sourcing, Human Resources, Interviews, Training, Temporary Placement, Management, Deferred Compensation, Resume Writing, Hiring, Process Improvement, Coaching, Analysis, Risk Management, Career Counseling, Sales, Strategic Planning, College Recruiting, Applicant Tracking..., Talent Acquisition, Consulting, CRM, Strategy, Staffing Services
Education
The University of Winnipeg 1977 — 1980
BA, English - History
The University of Winnipeg
BA, European History
Ontario Ministry of Education June 2013 - Present
Ontario Ministry of Education April 2009 - June 2013
RBC Capital Markets May 2004 - April 2009
MFX Fairfax November 2002 - April 2004
Amdocs January 1999 - September 2002
BCR 1997 - 1998
Skills
ETL, SDLC, Data Modeling, Data Warehousing, DB2, PMBOK
Education
Universitatea „Politehnica” din București 1990 — 1995
Master of Science, Computer Science
I.L. Caragiale
RBC Capital Markets February 2015 - Present
RBC Capital Markets March 2010 - Present
Barclays Capital, New York March 2006 - October 2008
Alopex Capital Management, New York March 2004 - March 2006
Dresdner Kleinwort November 2000 - March 2004
ABN AMRO, London March 1996 - November 2000
Salomon Brothers, London August 1994 - March 1996
Skills
Equity Derivatives, Volatility Arbitrage, Trading, Derivatives, Structured Products, Index Options, Derivatives Trading, Portfolio Management, Options, Hedge Funds, Financial Markets, Proprietary Trading, Equity Trading, FX Options, Fixed Income
Education
Università Commerciale 'Luigi Bocconi' 1989 — 1994
Economics & Finance
Università degli Studi di Genova
Mathematical Statistics
Union Bank April 2010 - Present
Wells Fargo Foothill January 2007 - August 2009
RBC Capital Markets March 2006 - December 2006
Fremont Investments & Loans November 2004 - March 2006
State Street IMS 2003 - 2004
Education
UCLA Anderson School of Management
RBC Capital Markets April 2013 - Present
Calpine April 2011 - April 2013
Calpine May 2010 - April 2011
Calpine June 2008 - May 2010
Dell May 2007 - August 2007
Skills
Financial Modeling, Energy, Financial Analysis, Corporate Finance, Valuation, Project Finance, Forecasting, Budget, Mergers, Internal Communications, Strategic Planning, Natural Gas, Budgets, Due Diligence, Finance, Financial Risk, Mergers & Acquisitions
Education
The University of Texas at Austin 2004 — 2008
BBA, Finance, Marketing
RBC Capital Markets January 2014 - Present
RBC Capital Markets November 2010 - December 2013
Fortis Bank October 2006 - May 2010
ING Financial Markets May 2005 - September 2005
Skills
Securities Lending, Structured Products, Finance, Capital Markets, Derivatives, Trading, Emerging Markets, Fixed Income, Foreign Exchange
Education
University at Albany, SUNY 2002 — 2006
BA, Economics, Business/Finance
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
RBC Capital Markets June 2009 - Present
Bank of Montreal July 2007 - January 2009
RBC Capital Markets January 2006 - July 2007
Fidelity National Information Services January 2002 - January 2006
Education
1993 — 1997
Bachelor, Computer Science
Kinrose Capital Management January 2014 - Present
AlternEvents January 2013 - Present
Glocap Search April 2013 - November 2013
RBC Capital Markets March 2011 - April 2013
Commonfund Capital December 2010 - March 2011
Apollo Management April 2008 - October 2010
Sheppard Mullin Richter & Hampton LLP May 2004 - January 2008
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Research, PWA - MS Project Web..., Team Organisation, Resource Management, Vendor Management, Vendor Contracts, Time Management, Onboarding, Strategic Planning, MS Project, Project Coordination, Meeting Planning, Minute Taking, Coordinate Meetings, Visio, Marketing, Budgets, Finance, Human Resources, Event Planning, Management
Education
Trinity University-Washington 1996 — 2000
BA, English
RBC Capital Markets August 2012 - Present
AIoIC May 2012 - September 2012
Express Scripts (IBM Contract) August 2010 - December 2011
AFLAC 2009 - 2010
Jefferson State Community College August 2005 - December 2009
Skills
Software Documentation, Software Development, Software Project..., Software Engineering, Software Design, Software Quality..., Software Testing Life..., Programming Languages, Debugging, CICS, DB2, COBOL, Assembly Language, PL/1, IMS-DC, Xpediter, IBM Utilities, VSAM, QSAM
Education
Jefferson State Community College 2005 — 2008
AA, Computer Networks
Jefferson State Community College 2005 — 2007
AA, Computer Programming
Tuskegee University 1968 — 1973
Chemistry
RBC Capital Markets April 2013 - Present
UNICEF October 2012 - April 2013
Barclays Capital March 2012 - October 2012
HSBC France June 2010 - 2011
Societe Generale CIB September 2008 - March 2010
Alcatel-Lucent September 2005 - August 2008
BNP Paribas Cardif August 2003 - June 2004
Skills
Financial Reporting, French, Excel, VBA, Essbase, HFM, Hyperion, PeopleSoft, Microsoft Office, Data Analysis, Databases, Cost Reduction, Cost Analysis, Budget Management, IT Management, P&L, Budgeting, Planning, Financial Analysis, Corporate Finance, Forecasting, SQL, Financial Modeling, Analysis, Project Planning, Finance
Education
INSEEC Paris Business School 2007 — 2008
Master, Audit and Financial Control
Université Paris Sud (Paris XI) 2003 — 2007
Bachelor’s Degree, Finance, Management and Business Administration
Ponder & Co. February 2011 - Present
RBC Capital Markets 2007 - March 2011
J.P. Morgan 1999 - 2007
Ponder & Co. June 1991 - June 1999
FORCE Financial, LLC September 1989 - December 1990
Underwood, Neuhaus & Co., Inc. June 1979 - August 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1973 — 1977
B.B.A., Finance
Alcoa August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
RBC Capital Markets June 2009 - April 2011
Alumina Limited December 2008 - February 2009
Macquarie Bank February 2008 - December 2008
Hatch Associates February 2005 - December 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Structure, Investment Banking, Hydraulic Modeling, Excel, Pumps, Analysis, Finance, Project Finance, Strategy, Management Consulting, Mergers & Acquisitions, Business Analysis, Business Strategy
Education
Darden Business School 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
The University of Western Australia 2000 — 2004
B.Eng, Mechatronic Engineering
The University of Western Australia 2000 — 2004
B.Sc, IT Systems, IT Applications
RBC Capital Markets June 2014 - Present
EIV Capital December 2013 - Present
- May 2008 - July 2013
Blade Capital Management 2006 - 2008
Green Capital Investment Holdings March 2004 - November 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2008 — 2011
Accounting
University of California, Berkeley 1996 — 2001
BA, International Relations, Geography
Harvard-Westlake
RBC Capital Markets November 2013 - Present
Royal Bank of Canada Capital Markets November 2008 - Present
Royal Bank of Canada Capital Markets February 2008 - Present
Royal Bank of Canada Capital Markets December 2000 - November 2004
Royal Bank of Canada Capital Markets April 1995 - April 2000
Union Bank of Switzerland, Zug 1991 - 1994
Skills
Electronic Trading, Currency, FX trading, Trading Systems, FX, Fixed Income, E Commerce
Education
Université du Québec à Montréal 1984 — 1987
Bachelor of Business Administration (B.B.A.)
Deutsche Bank January 2012 - Present
RBC Capital Markets June 2014 - August 2014
BBVA Compass March 2013 - May 2014
BNY Mellon July 2011 - January 2012
Deloitte Consulting March 2011 - July 2011
Siam-Legal January 2010 - May 2011
U.S. Legal Support, Inc. 2011 - 2011
U.S. Legal Support, Inc. 2011 - 2011
East Associates Law Firm April 2008 - September 2009
AES 2005 - 2007
Skills
Due Diligence, Investigation, OFAC, Sanctions, AML, Compliance, Banking, Fraud, Investigations, Bank Secrecy Act, BSA, USA PATRIOT Act, Excel, Microsoft Office, KYC, Research, Fraud Investigations, Writing, Background Checks, Risk, Fraud Prevention, CAMS, Internal Investigations, SOX, Private Investigations, Sanction, Financial Services, Corporate Law, Microsoft Excel, Financial Regulation, Financial Risk, Retail Banking, Operational Risk, Anti Money Laundering
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Tulane University 2000 — 2004
BA, History
Tsinghua University
RBC Capital Markets May 2010 - Present
Scotia Capital November 2008 - May 2010
Lehman Brothers August 2006 - October 2008
Dewey & LeBoeuf LLP 2005 - 2006
Skills
Securities Regulation, FINRA
Education
Union College 2001 — 2005
BA, American History
RBC Capital Markets May 2014 - Present
P.G.M January 2013 - May 2014
P.G.M. May 2010 - February 2013
ICOD Inc September 2007 - June 2010
JEOS SARL March 2006 - September 2007
Banque Crédit Mutuel Nord Europe April 2003 - October 2003
Skills
Spring, Eclipse, UML, Tomcat, XML, Hibernate, Financial Risk..., Financial Modeling, Quantitative Analytics, Websphere, Struts, Linux, Java, Testing, Oracle, CVS, SQL, JavaScript, MySQL, Ant, Java Enterprise Edition, Maven, JSP, Web Applications, Git, JUnit, JSF, Microsoft SQL Server, Design Patterns, Spring Framework
Education
University of Essex 2004 — 2005
Msc, Computational Finance (Financial Engineering)
Université catholique de Lille 2002 — 2003
Masters, Computer Science
University Lille 1 1999 — 2001
Bachelor, Economics Specialization finance
NDA
RBC Capital Markets January 2014 - Present
RBC Capital Markets May 2011 - December 2013
Amegy Bank June 2009 - May 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance
RBC Capital Markets February 2015 - Present
Wells Fargo December 2014 - January 2015
Wells Fargo September 2013 - December 2014
Deloitte Consulting August 2012 - August 2013
Deloitte Consulting July 2011 - August 2012
UT MBA Investment Fund LLC. January 2010 - January 2011
Lionhart Investments June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Accounting, Business Analysis, Bloomberg, Capital IQ, Valuation, Forecasting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Rosetta Resources January 2015 - August 2015
Rosetta Resources March 2014 - January 2015
Rosetta Resources May 2012 - March 2014
Rosetta Resources July 2010 - May 2012
RBC Capital Markets January 2009 - June 2010
RBC Capital Markets August 2005 - December 2008
Bechtel February 2000 - August 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Concentration in Finance
The University of Texas at Austin 1995 — 1999
BS, Civil Engineering
First Southwest Company March 2014 - Present
RBC Capital Markets January 2013 - February 2014
Primerica Financial Services February 2011 - January 2013
J.P. Morgan June 1995 - February 2011
Skills
Financial Analysis, Investments, Investment Banking, Term Life Insurance, Retirement Planning, Finance, Capital Markets, Credit, Leadership, Small Business, 401k, Structured Finance, Program Management, IRAs, Mutual Funds, Securities, Series 7, Asset Management, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling
Education
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
RBC Capital Markets May 2012 - Present
SICsim 2012 April 2011 - Present
RBC Capital Markets April 2010 - August 2011
Skills
Fixed Income, Derivatives, Investment Banking, Trading Systems, Market Microstructure, Labor Economics, Requirements Gathering
Education
University of Toronto 2009 — 2013
Bachelor's degree, Economics, Computer Science, Political Science
Bocconi University 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
RBC Capital Markets August 2015 - Present
Legal Consultant January 2013 - April 2015
Morgan Stanley June 2004 - April 2012
Morgan Stanley December 1999 - June 2004
Morgan Stanley September 1998 - December 1999
American Red Cross in Greater New York October 1997 - August 1998
TMG Financial Products May 1994 - September 1997
Alex. Brown & Sons, Inc December 1992 - May 1994
Bear Stearns September 1990 - December 1992
Skills
Fixed Income, Derivatives, Series 7, Capital Markets, Series 63, Structured Finance, Interest Rate..., Options, Bonds, Funding, Municipal Bonds, Risk Management, Loss Mitigation, Debt Restructuring, Workout, Capital Structure, Securitization, Tax, Regulatory Capital, ISDA, CVA, Patents, Expert Witness, Structured Products, Credit Derivatives, Trading
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), Economics
State University of New York at Albany 1986 — 1990
BA, Economics
Croesus September 2013 - Present
Lombard Odier Darier Hentsch May 2012 - April 2013
Penson Financial Services January 2012 - May 2012
Laurentian Bank Securities July 2009 - October 2011
RBC Capital Markets April 2006 - June 2009
Laurentian Bank Securities October 2004 - April 2006
National Bank Financial 2002 - 2004
NBCN 2000 - 2002
La Capitale 1998 - 2000
Skills
Options, Derivatives, Back Office, Credit, Risk Management, Equities, Bloomberg, Fixed Income, Microsoft Excel, Securities, Banking, Microsoft Office, Operational Risk, Middle Office, Microsoft Word, Compliance, Customer Relations, Excel, Lotus Notes, Customer Service, Account Reconciliation, OS X, PowerPoint, Windows, Analysis, SQL, ISM, HTML
Education
UQAM 1997 — 2001
BAA, Finance
UQAM 1995 — 1997
Certificate, Accounting
Ahuntsic College 1989 — 1993
DEC, Finance
National Bank of Arizona January 2013 - Present
GE Capital October 2007 - January 2013
RBC Capital Markets December 1996 - December 2001
Bank One September 1995 - December 1996
Skills
Financial Analysis, Portfolio Management, Credit Analysis, Credit, Banking, Loans, Commercial Lending, Credit Risk, Commercial Banking, Underwriting, Corporate Finance, Financial Modeling, Financial Risk, Cash Management
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Arizona
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Capital Markets 2004 - Present
Ziegler Financial Services 2000 - 2004
George K. Baum & Co. 1996 - 2000
Prudential Securities 1987 - 1996
Citicorp Investment Bank 1984 - 1987
Lehman Brothers Kuhn Loeb/Shearson Lehman/American Express 1983 - 1985
Skills
Capital Markets, Healthcare, Fixed Income, Investment Banking, Equities, Investments, Bonds, Securities, Series 7, Management, Hedge Funds, Portfolio Management, Due Diligence, Derivatives, Valuation
Education
Trinity University
BA, History/Political Science
Tulane University
Master of Arts (M.A.), American History
University of Maryland College Park
PhD, History (History of Medicine)
RBC Capital Markets May 2012 - Present
Macquarie Capital, USA 2009 - 2011
Deutsche Bank 1993 - 2009
Education
Union College 1989 — 1993
BA, Economics
RBC Capital Markets March 2001 - Present
ABN AMRO Bank N.V. August 1999 - March 2001
Frost Bank June 1998 - June 1999
Education
The University of Texas at Austin 1994 — 1998
Business, Finance
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
PwC January 2012 - March 2012
Tejas Securities Group, Inc. May 2011 - July 2011
Skills
Valuation, Investment Banking, Bloomberg, Capital IQ, Capital Markets, Due Diligence, DCF, Corporate Finance, LBO, Equity Research, Capital Structure
Education
The University of Texas at Austin 2008 — 2013
Master in Professional Accounting (MPA), Accounting
IDB Bank June 2013 - Present
RBC Capital Markets 2014 - 2014
Principal Financial Group July 2012 - August 2012
Education
Tufts University 2011 — 2015
THL Credit, Inc. January 2013 - Present
THL Credit, Inc. October 2010 - December 2012
RBC Capital Markets July 2008 - October 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Bloomberg, DCF, Capital Markets, Investments, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Deutsche Asset Management DirectorDeutsche BankSeptember 2007 - January 2013
RBC Capital Markets January 2003 - August 2007
Skills
Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equities, Investments, Investment Management, Derivatives, Portfolio Management, Capital Markets, Investment Banking, Private Equity
Education
Truman State University
RBC Capital Markets June 2015 - August 2015
Upland Software February 2015 - May 2015
Integra Financial & Economic Consulting February 2014 - September 2014
McCombs School of Business December 2013 - August 2014
Kenneth Diller Biomechanics Laboratory August 2013 - August 2014
Jenny Jiang Systems Immunology Laboratory August 2012 - August 2013
Dean A. Sherry Research Group June 2011 - July 2011
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Biomedical Engineering Honors
The University of Texas at Austin 2012 — 2013
Certificate, Business Foundations Program
James Bowie High School 2008 — 2012
Salutatorian, Class President