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
Dan Dorland, CFA Dan Dorland, CFA's RBC Capital Markets Experience 2002 - 2005
Job Associate Director, Wealth Management / Senior Wealth Advisor at ScotiaMcLeod
Industry Investment Banking
Experience
ScotiaMcLeod February 2015 - Present
FirstEnergy Capital Corp January 2008 - October 2014
Peters & Co Ltd. December 2005 - December 2007
RBC Capital Markets 2002 - 2005
UBS Investment Bank / Enron Canada 2000 - 2002
Skills
Capital Markets, Equities, Valuation, Investments, Financial Modeling, Corporate Finance, Trading, Private Equity, Derivatives, Commodity, Portfolio Management, Mergers, Investment Banking, Financial Structuring, Hedging, Alternative Investments, Bonds, Equity Research, Options, Securities
Education
CFA Charterholder, CFA Institute 2002 — 2004
The University of Calgary 1996 — 1999
BComm, Finance
ScotiaMcLeod February 2015 - Present
FirstEnergy Capital Corp January 2008 - October 2014
Peters & Co Ltd. December 2005 - December 2007
RBC Capital Markets 2002 - 2005
UBS Investment Bank / Enron Canada 2000 - 2002
Skills
Capital Markets, Equities, Valuation, Investments, Financial Modeling, Corporate Finance, Trading, Private Equity, Derivatives, Commodity, Portfolio Management, Mergers, Investment Banking, Financial Structuring, Hedging, Alternative Investments, Bonds, Equity Research, Options, Securities
Education
CFA Charterholder, CFA Institute 2002 — 2004
The University of Calgary 1996 — 1999
BComm, Finance
Alex Debord Alex Debord's RBC Capital Markets Experience July 2012 - August 2013
Job Finance at Sierra Nevada Brewing Co.
Industry Financial Services
Experience
Sierra Nevada Brewing Co. February 2015 - Present
The Clorox Company August 2014 - February 2015
The Clorox Company August 2013 - August 2014
RBC Capital Markets July 2012 - August 2013
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Equities, Finance, Management, Capital IQ, Financial Analysis, Mergers, Bloomberg, Investment Management, Structured Finance, Investment Strategies, Alternative Investments, Trading, Quantitative Analytics, Monte Carlo Simulation, Fixed Income, Due Diligence, Wealth Management, Corporate Development, Private Equity, Equity Research, Bloomberg Terminal, Capital Markets, Derivatives, Emerging Markets, Economics, Asset Management, Portfolio Management, Financial Advisory, Venture Capital, Mutual Funds, Investments, Business Valuation, SAP R/3, SAP BW, DCF, Equity Valuation, LBO, Project Finance, IPO, Asset Allocation, M&A experience, Strategic Financial..., Excel Master, Securities, VBA
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelors of Science, Business Administration
Paradise High School
Sierra Nevada Brewing Co. February 2015 - Present
The Clorox Company August 2014 - February 2015
The Clorox Company August 2013 - August 2014
RBC Capital Markets July 2012 - August 2013
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Equities, Finance, Management, Capital IQ, Financial Analysis, Mergers, Bloomberg, Investment Management, Structured Finance, Investment Strategies, Alternative Investments, Trading, Quantitative Analytics, Monte Carlo Simulation, Fixed Income, Due Diligence, Wealth Management, Corporate Development, Private Equity, Equity Research, Bloomberg Terminal, Capital Markets, Derivatives, Emerging Markets, Economics, Asset Management, Portfolio Management, Financial Advisory, Venture Capital, Mutual Funds, Investments, Business Valuation, SAP R/3, SAP BW, DCF, Equity Valuation, LBO, Project Finance, IPO, Asset Allocation, M&A experience, Strategic Financial..., Excel Master, Securities, VBA
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelors of Science, Business Administration
Paradise High School
Taylor J. Hamilton, CFA Taylor J. Hamilton, CFA's RBC Capital Markets Experience August 2011 - April 2014
Job Associate at The Brunswick Group
Industry Financial Services
Experience
Brunswick Group April 2014 - Present
RBC Capital Markets August 2011 - April 2014
Big Brothers Big Sisters of Los Angeles June 2010 - August 2011
IBISWorld September 2009 - August 2011
Ameriprise Financial June 2004 - April 2008
Skills
Financial Modeling, Asset Allocation, Economics, Bloomberg, Analysis, Mutual Funds, Fixed Income, Qualitative Research, Research, Management
Education
University of California, Berkeley 2000 — 2004
Bachelors of Arts, Political Science
Vintage High School 1996 — 2000
Brunswick Group April 2014 - Present
RBC Capital Markets August 2011 - April 2014
Big Brothers Big Sisters of Los Angeles June 2010 - August 2011
IBISWorld September 2009 - August 2011
Ameriprise Financial June 2004 - April 2008
Skills
Financial Modeling, Asset Allocation, Economics, Bloomberg, Analysis, Mutual Funds, Fixed Income, Qualitative Research, Research, Management
Education
University of California, Berkeley 2000 — 2004
Bachelors of Arts, Political Science
Vintage High School 1996 — 2000
Shiv Sachdev Shiv Sachdev's RBC Capital Markets Experience July 2011 - December 2013
Job
Industry Venture Capital & Private Equity
Experience
RBC Capital Markets July 2011 - December 2013
PricewaterhouseCoopers November 2010 - April 2011
Coca Cola India Inc. June 2008 - August 2008
California State Assembly June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Bloomberg, Investment Banking, Leadership, Accounting, Equity Research
Education
University of California, Davis 2006 — 2010
BS, Managerial Economics
Davis Senior High School
RBC Capital Markets July 2011 - December 2013
PricewaterhouseCoopers November 2010 - April 2011
Coca Cola India Inc. June 2008 - August 2008
California State Assembly June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Valuation, Bloomberg, Investment Banking, Leadership, Accounting, Equity Research
Education
University of California, Davis 2006 — 2010
BS, Managerial Economics
Davis Senior High School
Gina Lee, P.Eng, MBA, PMP Gina Lee, P.Eng, MBA, PMP's RBC Capital Markets Experience February 2011 - Present
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2011 - Present
Imperial Oil July 2005 - February 2011
Petro Canada May 2003 - August 2004
Education
University of Alberta 2007 — 2009
MBA
University of Toronto 2000 — 2005
BASc, Industrial Engineering
RBC Capital Markets February 2011 - Present
Imperial Oil July 2005 - February 2011
Petro Canada May 2003 - August 2004
Education
University of Alberta 2007 — 2009
MBA
University of Toronto 2000 — 2005
BASc, Industrial Engineering
Hasan Ali Hasan Ali's RBC Capital Markets Experience February 2010 - July 2012
Job Investment Professional at JMI Equity
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
JMI Equity August 2012 - Present
RBC Capital Markets February 2010 - July 2012
FTI Consulting October 2007 - February 2010
Wachovia Securities January 2006 - April 2006
UC Berkeley January 2005 - June 2005
Skills
Financial Modeling, Mergers, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Business Development
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Cathy Hwang Cathy Hwang's RBC Capital Markets Experience November 2009 - August 2012
Job Associate at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2012 - July 2015
RBC Capital Markets November 2009 - August 2012
Americas's Growth Capital March 2009 - November 2009
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Investments, Strategy, Analytics, Entrepreneurship, Business Development, Asset Management, Hedge Funds, Corporate Finance, Equities, Mergers & Acquisitions, Private Equity, Divestitures, Venture Capital
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
BA, Economics
Taipei Fuhsing Private School
Battery Ventures August 2012 - July 2015
RBC Capital Markets November 2009 - August 2012
Americas's Growth Capital March 2009 - November 2009
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Investments, Strategy, Analytics, Entrepreneurship, Business Development, Asset Management, Hedge Funds, Corporate Finance, Equities, Mergers & Acquisitions, Private Equity, Divestitures, Venture Capital
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
BA, Economics
Taipei Fuhsing Private School
Mark Hanlon Mark Hanlon's RBC Capital Markets Experience November 2013 - Present
Job Senior Business Systems Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2013 - Present
RBC Wealth Management US January 2009 - November 2012
RBC Dain Rauscher June 2001 - December 2008
Dain Rauscher June 1996 - June 2001
SunGard January 1993 - May 1996
Skills
Visio, Mutual Funds, Fixed Income, Securities, Asset Allocation, Wealth Management, Strategic Financial..., Business Analysis, Financial Modeling, Portfolio Management, Equities, Retirement Planning, Investments, Risk Management, Investment Advisory, Financial Services
Education
Cambridge University 1974 — 1977
M.A., Geography
King's Cathedral Grammar School, Peterborough, UK 1966 — 1973
RBC Capital Markets November 2013 - Present
RBC Wealth Management US January 2009 - November 2012
RBC Dain Rauscher June 2001 - December 2008
Dain Rauscher June 1996 - June 2001
SunGard January 1993 - May 1996
Skills
Visio, Mutual Funds, Fixed Income, Securities, Asset Allocation, Wealth Management, Strategic Financial..., Business Analysis, Financial Modeling, Portfolio Management, Equities, Retirement Planning, Investments, Risk Management, Investment Advisory, Financial Services
Education
Cambridge University 1974 — 1977
M.A., Geography
King's Cathedral Grammar School, Peterborough, UK 1966 — 1973
Jeff Karcher's RBC Capital Markets Experience 2006 - 2010
Job
Industry Capital Markets
Experience
Janney Capital Markets March 2013 - June 2015
Knight Capital Group October 2010 - February 2013
RBC Capital Markets 2006 - 2010
CreditSights 2004 - 2006
Deutsche Bank 1999 - 2004
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Investments, Equity Valuation, Equity Trading, Alternative Investments, Business Development, ETFs, Securities, Institutional Sales, Series 7, Valuation
Education
Bay High School
University of Cincinnati
BBA, Finance
Janney Capital Markets March 2013 - June 2015
Knight Capital Group October 2010 - February 2013
RBC Capital Markets 2006 - 2010
CreditSights 2004 - 2006
Deutsche Bank 1999 - 2004
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
PaineWebber 1992 - 1998
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Investments, Equity Valuation, Equity Trading, Alternative Investments, Business Development, ETFs, Securities, Institutional Sales, Series 7, Valuation
Education
Bay High School
University of Cincinnati
BBA, Finance
Leo Choi's RBC Capital Markets Experience June 2007 - June 2008
Job Strategy and Operations at ToutApp, Inc.
Industry Financial Services
Experience
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
ToutApp, Inc. July 2015 - Present
Pantheon October 2014 - July 2015
GoodData December 2012 - October 2014
Visa May 2011 - December 2012
Wedbush Morgan Securities March 2009 - April 2011
Pacific Growth Equities June 2008 - February 2009
RBC Capital Markets June 2007 - June 2008
Skills
Financial Modeling, Strategy, Valuation, Business Strategy, Analytics, Forecasting, Venture Capital, Equity Research, Start-ups, Financial Analysis, Data Analysis, Mergers & Acquisitions, Business Intelligence, Corporate Development, Competitive Analysis, SaaS, Management, Pricing, Business Operations, Strategic Partnerships
Education
University of California, Berkeley 2002 — 2006
Bachelor of Science (BS), Electrical Engineering and Computer Science
Tieulong Trac's RBC Capital Markets Experience May 2013 - August 2013
Job Commercial Services and Design EIT at TransCanada
Industry Computer Software
Experience
TransCanada June 2015 - Present
TransCanada September 2013 - August 2014
RBC Capital Markets May 2013 - August 2013
Telvent Canada May 2012 - August 2012
Skills
SCADA, VBA, Engineering, Investment Banking, C++, Java, C#, SQL, Software Development, Android Development, Web Development, HTML, CSS, JavaScript, Financial Analysis, SEO, Video Editing, Adobe Creative Suite
Education
The University of Calgary 2010 — 2015
Bachelor of Science (BSc), Computer Software Engineering
TransCanada June 2015 - Present
TransCanada September 2013 - August 2014
RBC Capital Markets May 2013 - August 2013
Telvent Canada May 2012 - August 2012
Skills
SCADA, VBA, Engineering, Investment Banking, C++, Java, C#, SQL, Software Development, Android Development, Web Development, HTML, CSS, JavaScript, Financial Analysis, SEO, Video Editing, Adobe Creative Suite
Education
The University of Calgary 2010 — 2015
Bachelor of Science (BSc), Computer Software Engineering
Gina Goozey's RBC Capital Markets Experience April 2011 - Present
Job Investment Banking Assistant
Industry Investment Banking
Experience
RBC Capital Markets April 2011 - Present
Skills
Coordinating Events, Expense Reports, Business Travel, Travel Planning, Microsoft Office, Outlook, Facebook Marketing, Blog Marketing, Online Advertising, Online Reputation..., Online Research, Customer Support
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Global Studies, Sociology
University of Kent, Canterbury 2006 — 2007
International/Global Studies
RBC Capital Markets April 2011 - Present
Skills
Coordinating Events, Expense Reports, Business Travel, Travel Planning, Microsoft Office, Outlook, Facebook Marketing, Blog Marketing, Online Advertising, Online Reputation..., Online Research, Customer Support
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Global Studies, Sociology
University of Kent, Canterbury 2006 — 2007
International/Global Studies
Todd Torabi's RBC Capital Markets Experience June 2012 - August 2012
Job Product Designer at Petrolicious
Industry Design
Experience
General Assembly February 2015 - Present
Petrolicious January 2015 - Present
Atmosphere BBDO January 2014 - January 2015
The Right Table November 2013 - February 2014
Sportpipe August 2013 - November 2013
General Assemb.ly May 2013 - September 2013
RBC Capital Markets June 2012 - August 2012
Skills
Start-ups, Entrepreneurship, Finance, Economics, Business Strategy, Leadership, Public Speaking, Strategic Planning, UX Design, Email Marketing, Analysis, User Experience, Social Networking, New Business Development, Management, Social Media, Marketing, Research, OmniGraffle, Sales, Investments, Strategy, Web Design, Portfolio Management, Graphic Design, E-commerce, Negotiation, Market Research, User Experience Design, Public speaking
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Business Economics and Entrepreneurship
University of California, Irvine 2009 — 2010
Bachelor of Science, Economics
General Assembly February 2015 - Present
Petrolicious January 2015 - Present
Atmosphere BBDO January 2014 - January 2015
The Right Table November 2013 - February 2014
Sportpipe August 2013 - November 2013
General Assemb.ly May 2013 - September 2013
RBC Capital Markets June 2012 - August 2012
Skills
Start-ups, Entrepreneurship, Finance, Economics, Business Strategy, Leadership, Public Speaking, Strategic Planning, UX Design, Email Marketing, Analysis, User Experience, Social Networking, New Business Development, Management, Social Media, Marketing, Research, OmniGraffle, Sales, Investments, Strategy, Web Design, Portfolio Management, Graphic Design, E-commerce, Negotiation, Market Research, User Experience Design, Public speaking
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Business Economics and Entrepreneurship
University of California, Irvine 2009 — 2010
Bachelor of Science, Economics
James Connolly James Connolly's RBC Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Blue Spark Entertainment January 2009 - February 2014
Fireman's Fund Insurance Company June 2013 - August 2013
Groundswell Marketing 2007 - 2012
Skills
Salesforce.com, Event Management, Digital Strategy, Agile Project Management, Marketing Communications, Web Project Management, Microsoft Excel, Hootsuite, WordPress, Public Speaking, Team Leadership, Microsoft Office, Critical Thinking, Financial Modeling, Accounting, Sales, Entrepreneurship, Social Media Marketing, Social Networking, Facebook, Social Media, Data Analysis, Blogging, Market Research, Start-ups, Event Planning
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Blue Spark Entertainment January 2009 - February 2014
Fireman's Fund Insurance Company June 2013 - August 2013
Groundswell Marketing 2007 - 2012
Skills
Salesforce.com, Event Management, Digital Strategy, Agile Project Management, Marketing Communications, Web Project Management, Microsoft Excel, Hootsuite, WordPress, Public Speaking, Team Leadership, Microsoft Office, Critical Thinking, Financial Modeling, Accounting, Sales, Entrepreneurship, Social Media Marketing, Social Networking, Facebook, Social Media, Data Analysis, Blogging, Market Research, Start-ups, Event Planning
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
Stavro Stathonikos, CFA Stavro Stathonikos, CFA's RBC Capital Markets Experience October 2007 - October 2009
Job CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets October 2009 - Present
RBC Capital Markets October 2007 - October 2009
RBC Capital Markets July 2006 - October 2007
Skills
Capital Markets, Equities, Financial Modeling, Valuation, Investment Banking, Bloomberg, Equity Research, Investments, Corporate Finance, Fixed Income, Hedge Funds, Private Equity, Series 63, DCF, Investment Management, Equity Capital Markets, Bloomberg Terminal, Business Valuation, Asset Allocation, IPO, Capital IQ, M, Mergers, Equity Valuation, Derivatives, Alternative Investments, Financial Markets, Portfolio Management, Securities, Trading, Equity Trading
Education
The University of Calgary 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
CIBC World Markets October 2009 - Present
RBC Capital Markets October 2007 - October 2009
RBC Capital Markets July 2006 - October 2007
Skills
Capital Markets, Equities, Financial Modeling, Valuation, Investment Banking, Bloomberg, Equity Research, Investments, Corporate Finance, Fixed Income, Hedge Funds, Private Equity, Series 63, DCF, Investment Management, Equity Capital Markets, Bloomberg Terminal, Business Valuation, Asset Allocation, IPO, Capital IQ, M, Mergers, Equity Valuation, Derivatives, Alternative Investments, Financial Markets, Portfolio Management, Securities, Trading, Equity Trading
Education
The University of Calgary 2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Angela Wang's RBC Capital Markets Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business September 2014 - Present
RBC Capital Markets June 2015 - August 2015
StumbleUpon September 2014 - October 2014
FireEye, Inc. June 2014 - August 2014
FMV Opinions, Inc. January 2014 - May 2014
Baidu, Inc. June 2013 - August 2013
Baidu, Inc. June 2012 - August 2012
Skills
Leadership, Planning & Organizing..., Public Speaking, Microsoft Word, Editing, Research, Fundraising, Microsoft Excel, PowerPoint, Social Media, Blogging, Analysis, Social Media Marketing, Photoshop, Nonprofits, Microsoft Office, Teamwork
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
SHSID 2007 — 2012
International Baccalaureate Diploma
University of California, Berkeley, Haas School of Business September 2014 - Present
RBC Capital Markets June 2015 - August 2015
StumbleUpon September 2014 - October 2014
FireEye, Inc. June 2014 - August 2014
FMV Opinions, Inc. January 2014 - May 2014
Baidu, Inc. June 2013 - August 2013
Baidu, Inc. June 2012 - August 2012
Skills
Leadership, Planning & Organizing..., Public Speaking, Microsoft Word, Editing, Research, Fundraising, Microsoft Excel, PowerPoint, Social Media, Blogging, Analysis, Social Media Marketing, Photoshop, Nonprofits, Microsoft Office, Teamwork
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
SHSID 2007 — 2012
International Baccalaureate Diploma
Phil Boyer's RBC Capital Markets Experience August 2010 - July 2012
Job Venture Associate at Crosslink Capital
Industry Venture Capital & Private Equity
Experience
Crosslink Capital July 2014 - Present
Tenfore Holdings May 2013 - June 2014
Credit Suisse July 2012 - May 2013
RBC Capital Markets August 2010 - July 2012
Piper Jaffray June 2010 - August 2010
Skills
Venture Capital, Start-ups, Financial Modeling, Due Diligence, Valuation, Private Equity, Equity Research, Technology, Big Data, E-commerce, Internet, Online Advertising, Online Gaming, Investments, Equity Valuation, Corporate Development, Corporate Strategy..., Business Strategy, Deal Sourcing, Quantitative Analytics, Financial Analysis, VBA, Finance, Industry Research, Competitive Analysis, Financial Statement..., Fundamental Analysis, Entrepreneurship
Education
University of Pennsylvania 2007 — 2010
BA, Economics
University of California, Santa Barbara 2006 — 2007
Crosslink Capital July 2014 - Present
Tenfore Holdings May 2013 - June 2014
Credit Suisse July 2012 - May 2013
RBC Capital Markets August 2010 - July 2012
Piper Jaffray June 2010 - August 2010
Skills
Venture Capital, Start-ups, Financial Modeling, Due Diligence, Valuation, Private Equity, Equity Research, Technology, Big Data, E-commerce, Internet, Online Advertising, Online Gaming, Investments, Equity Valuation, Corporate Development, Corporate Strategy..., Business Strategy, Deal Sourcing, Quantitative Analytics, Financial Analysis, VBA, Finance, Industry Research, Competitive Analysis, Financial Statement..., Fundamental Analysis, Entrepreneurship
Education
University of Pennsylvania 2007 — 2010
BA, Economics
University of California, Santa Barbara 2006 — 2007
Matthew Eckler, Ph.D. Matthew Eckler, Ph.D.'s RBC Capital Markets Experience August 2015 - Present
Job Associate, Biotechnology Equity Research at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets August 2015 - Present
University of California, San Diego January 2014 - June 2015
Education
University of California, Santa Cruz
Doctor of Philosophy (Ph.D.), Molecular, Cell, and Developmental Biology
University of North Carolina at Chapel Hill
Bachelor of Science
RBC Capital Markets August 2015 - Present
University of California, San Diego January 2014 - June 2015
Education
University of California, Santa Cruz
Doctor of Philosophy (Ph.D.), Molecular, Cell, and Developmental Biology
University of North Carolina at Chapel Hill
Bachelor of Science
Bronzon Leen Bronzon Leen's RBC Capital Markets Experience July 2011 - August 2012
Job Senior Manager at Mainsail Partners
Industry Venture Capital & Private Equity
Experience
Mainsail Partners March 2013 - Present
Mainsail Partners August 2012 - March 2013
RBC Capital Markets July 2011 - August 2012
Skills
Valuation, Investment Banking, Capital IQ, Private Equity, Corporate Finance, LBO, Financial Institutions, Financial Modeling, M&A experience, Corporate Development, Mergers & Acquisitions, Venture Capital, Investments
Education
University of California, Berkeley
BA, Economics
Mainsail Partners March 2013 - Present
Mainsail Partners August 2012 - March 2013
RBC Capital Markets July 2011 - August 2012
Skills
Valuation, Investment Banking, Capital IQ, Private Equity, Corporate Finance, LBO, Financial Institutions, Financial Modeling, M&A experience, Corporate Development, Mergers & Acquisitions, Venture Capital, Investments
Education
University of California, Berkeley
BA, Economics
Bob Allison Bob Allison's RBC Capital Markets Experience January 2007 - March 2013
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Self-employed April 2013 - Present
RBC Capital Markets January 2007 - March 2013
Daniels & Associates May 1994 - January 2007
Salomon Brothers August 1990 - February 1994
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1980 — 1984
Bachelor of Science (B.S.), Business/Commerce, General
Self-employed April 2013 - Present
RBC Capital Markets January 2007 - March 2013
Daniels & Associates May 1994 - January 2007
Salomon Brothers August 1990 - February 1994
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Colorado Boulder 1980 — 1984
Bachelor of Science (B.S.), Business/Commerce, General
Ajay Chohan Ajay Chohan's RBC Capital Markets Experience May 2011 - July 2012
Job Swagbucks.com, AjayChohan.com
Industry Internet
Experience
PRODÉGÉ, LLC January 2014 - Present
AjayChohan.com December 2013 - Present
oDesk June 2013 - December 2013
RBC Capital Markets May 2011 - July 2012
KeyBanc Capital Markets July 2010 - April 2011
Caris & Company July 2008 - June 2009
Skills
Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Mobile Game Development, Equity Trading, Customer Acquisition, Online Advertising, Quantitative Analytics, Performance Based..., Go-to-market Strategy
Education
University of California, San Diego 2006 — 2010
Bachelors of Arts, Economics and Political Science - International Relations
PRODÉGÉ, LLC January 2014 - Present
AjayChohan.com December 2013 - Present
oDesk June 2013 - December 2013
RBC Capital Markets May 2011 - July 2012
KeyBanc Capital Markets July 2010 - April 2011
Caris & Company July 2008 - June 2009
Skills
Strategic Partnerships, Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Mobile Game Development, Equity Trading, Customer Acquisition, Online Advertising, Quantitative Analytics, Performance Based..., Go-to-market Strategy
Education
University of California, San Diego 2006 — 2010
Bachelors of Arts, Economics and Political Science - International Relations
Gunnar Hansen Gunnar Hansen's RBC Capital Markets Experience July 2013 - Present
Job at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2013 - Present
Sidoti & Company, LLC January 2011 - July 2013
Carnegie Valet July 2010 - December 2010
Marathon Partners L.P. October 2010 - November 2010
AZ Laundry September 2007 - May 2009
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Bloomberg
Education
University of Arizona, Eller College of Management 2006 — 2010
BS in Business Administration, Finance, Economics; Mathematics (minor)
RBC Capital Markets July 2013 - Present
Sidoti & Company, LLC January 2011 - July 2013
Carnegie Valet July 2010 - December 2010
Marathon Partners L.P. October 2010 - November 2010
AZ Laundry September 2007 - May 2009
Skills
Series 7, Series 63, Series 86, Series 87, Equities, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Bloomberg
Education
University of Arizona, Eller College of Management 2006 — 2010
BS in Business Administration, Finance, Economics; Mathematics (minor)
Frank G. Morgan, CFA Frank G. Morgan, CFA's RBC Capital Markets Experience November 2008 - Present
Job Managing Director/ Healthcare Services Equity Research at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
Navraj Singh, MBA, CFA, FRM, CAIA Navraj Singh, MBA, CFA, FRM, CAIA's RBC Capital Markets Experience August 2005 - September 2009
Job Senior Manager, Product Control at HSBC
Industry Capital Markets
Experience
HSBC Global Banking and Markets May 2014 - Present
BMO Global Asset Management November 2013 - May 2014
Horizons Exchange Traded Funds July 2012 - October 2013
CIBC October 2009 - February 2012
RBC Capital Markets August 2005 - September 2009
CIBC January 2004 - July 2005
EPCOR May 2002 - January 2004
RBC Capital Markets May 2001 - August 2001
Skills
Derivatives, Capital Markets, Financial Modeling, Financial Analysis, Banking, Investments, Options, Credit Risk, Credit, Equities, Equity Derivatives, Swaps, VBA, Quantitative Analysis, Structured Products, Compliance, Private Equity, Bloomberg, Credit Analysis, Credit Derivatives, Alternative Investments, Risk Management, Market Risk, Reuters, Portfolio Management, Portfolio Optimization, Monte Carlo Simulation, Stochastic Modeling, Derivatives Trading, Energy Derivatives, Project Management, FX Options, Fixed Income
Education
University of Alberta
Master of Business Administration (M.B.A.), Natural Resources & Energy
University of Alberta
Bachelor of Science (BSc), Psychology
University of Alberta
Bachelor of Science (BSc), Neuroscience
HSBC Global Banking and Markets May 2014 - Present
BMO Global Asset Management November 2013 - May 2014
Horizons Exchange Traded Funds July 2012 - October 2013
CIBC October 2009 - February 2012
RBC Capital Markets August 2005 - September 2009
CIBC January 2004 - July 2005
EPCOR May 2002 - January 2004
RBC Capital Markets May 2001 - August 2001
Skills
Derivatives, Capital Markets, Financial Modeling, Financial Analysis, Banking, Investments, Options, Credit Risk, Credit, Equities, Equity Derivatives, Swaps, VBA, Quantitative Analysis, Structured Products, Compliance, Private Equity, Bloomberg, Credit Analysis, Credit Derivatives, Alternative Investments, Risk Management, Market Risk, Reuters, Portfolio Management, Portfolio Optimization, Monte Carlo Simulation, Stochastic Modeling, Derivatives Trading, Energy Derivatives, Project Management, FX Options, Fixed Income
Education
University of Alberta
Master of Business Administration (M.B.A.), Natural Resources & Energy
University of Alberta
Bachelor of Science (BSc), Psychology
University of Alberta
Bachelor of Science (BSc), Neuroscience
Matt Strom Matt Strom's RBC Capital Markets Experience July 2011 - July 2013
Job Vice President Healthcare Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley July 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Needham & Company January 2008 - June 2011
Brown Brothers Harriman August 2006 - January 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Equity Research, Corporate Finance, Venture Capital, Private Equity, Due Diligence, DCF, Private Placements, LBO, Mergers, Corporate Development, M&A experience, Hedge Funds, Financial Analysis, Investments, Series 7
Education
University of Arizona 2001 — 2005
BA, Political Science
Rachel Newman Rachel Newman's RBC Capital Markets Experience June 2014 - August 2014
Job Investment Banking Associate at Evercore
Industry Financial Services
Experience
Evercore August 2015 - Present
UCLA VC Fund January 2015 - June 2015
UCLA Anderson School of Management August 2013 - June 2015
RBC Capital Markets June 2014 - August 2014
Wells Fargo September 2009 - August 2013
Catalyst Biosciences September 2008 - February 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2008
Master of Science (MS), Biology
University of California, San Diego 2005 — 2007
Bachelor of Science (BS), Biochemistry and Cell Biology, summa cum laude
University of California, Santa Cruz 2003 — 2005
Evercore August 2015 - Present
UCLA VC Fund January 2015 - June 2015
UCLA Anderson School of Management August 2013 - June 2015
RBC Capital Markets June 2014 - August 2014
Wells Fargo September 2009 - August 2013
Catalyst Biosciences September 2008 - February 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2008
Master of Science (MS), Biology
University of California, San Diego 2005 — 2007
Bachelor of Science (BS), Biochemistry and Cell Biology, summa cum laude
University of California, Santa Cruz 2003 — 2005
Patrick Rennick Patrick Rennick's RBC Capital Markets Experience April 2015 - Present
Job Director CCAR Implementation at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
Goldman Sachs & Co March 2000 - September 2013
Cypress Leasing Corp 1998 - 2000
GE Capital 1996 - 1998
The Flatley Company 1994 - 1996
Duignan & Co 1987 - 1994
Skills
Investment Management, Prime Brokerage, Financial Audits, Funding, Securities, Finance, Accounting, Equities, Auditing, Investment Banking, Valuation, Hedge Funds, Asset Management, Fixed Income, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Management, Capital Markets, Derivatives, Due Diligence, Investments, Financial Services, Budgets
Education
Chartered Accountants Ireland 1987 — 1991
ACA
University College Dublin 1984 — 1987
Bachelor of Commerce (B.Com.)
RBC Capital Markets April 2015 - Present
Goldman Sachs & Co March 2000 - September 2013
Cypress Leasing Corp 1998 - 2000
GE Capital 1996 - 1998
The Flatley Company 1994 - 1996
Duignan & Co 1987 - 1994
Skills
Investment Management, Prime Brokerage, Financial Audits, Funding, Securities, Finance, Accounting, Equities, Auditing, Investment Banking, Valuation, Hedge Funds, Asset Management, Fixed Income, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Management, Capital Markets, Derivatives, Due Diligence, Investments, Financial Services, Budgets
Education
Chartered Accountants Ireland 1987 — 1991
ACA
University College Dublin 1984 — 1987
Bachelor of Commerce (B.Com.)
Andrei Temni Andrei Temni's RBC Capital Markets Experience 2011 - 2012
Job Basel III Implementation at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
Deutsche Bank November 2014 - Present
Bank of America Merrill Lynch 2012 - 2014
RBC Capital Markets 2011 - 2012
Morgan Stanley 2007 - 2011
Neuberger Berman 2004 - 2007
Davis Selected Advisors, LLP 2000 - 2003
Skills
Market Risk, Risk Management, Fixed Income, Financial Risk, Valuation, Trading, Project Management, Project Implementation, Regulatory Capital, Portfolio Management, Derivatives, Equities, Finance, Market Data
Education
University of Arizona, Eller College of Management 1996 — 2000
Bachelor of Science (BS), Business/Managerial Economics; Finance, 3.8
Sean Page Sean Page's RBC Capital Markets Experience January 1998 - November 2005
Job Insurance Agent at American Family Insurance
Industry Insurance
Experience
American Family Insurance June 2008 - Present
UBS Investment Bank December 2005 - December 2007
RBC Capital Markets January 1998 - November 2005
Skills
Financial Management..., Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance
Education
University of California, Riverside 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
American Family Insurance June 2008 - Present
UBS Investment Bank December 2005 - December 2007
RBC Capital Markets January 1998 - November 2005
Skills
Financial Management..., Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance
Education
University of California, Riverside 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Rob Gupta Rob Gupta's RBC Capital Markets Experience November 2010 - September 2012
Job Healthcare Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2015 - Present
MTS Health Investors September 2012 - July 2015
RBC Capital Markets November 2010 - September 2012
RAM Capital Group, LLC January 2009 - November 2010
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, Bloomberg
Education
University of California, Irvine 2004 — 2008
Economics, Economics / Biological Sciences
Carlson Capital, L.P. July 2015 - Present
MTS Health Investors September 2012 - July 2015
RBC Capital Markets November 2010 - September 2012
RAM Capital Group, LLC January 2009 - November 2010
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, LBO, Financial Modeling, Due Diligence, Mergers & Acquisitions, Bloomberg
Education
University of California, Irvine 2004 — 2008
Economics, Economics / Biological Sciences
Rene Moreno Rene Moreno's RBC Capital Markets Experience March 2002 - December 2008
Job Vice President at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray September 2012 - Present
Student Loan Capital Strategies January 2009 - September 2012
AMA Financial LLC January 2009 - February 2012
RBC Capital Markets March 2002 - December 2008
Skills
Securities, Investment Banking, Financial Modeling, Bonds, Student Loans, Capital Markets, Fixed Income, ABS, Mergers, Alpha, Valuation, Debt, Securitization, Structured Finance, Derivatives, Structured Products, Bilingual, Ratings, Spanish, International Capital..., Interest Rate..., Venture Capital, Finance, Mergers & Acquisitions, Financial Services, Investments, Banking, Private Equity, Funding, Corporate Finance, Financial Analysis, Financial Structuring, Due Diligence, Management
Education
University of Arizona 1993 — 1998
BSBA, Finance & Economics
Nogales High School
Piper Jaffray September 2012 - Present
Student Loan Capital Strategies January 2009 - September 2012
AMA Financial LLC January 2009 - February 2012
RBC Capital Markets March 2002 - December 2008
Skills
Securities, Investment Banking, Financial Modeling, Bonds, Student Loans, Capital Markets, Fixed Income, ABS, Mergers, Alpha, Valuation, Debt, Securitization, Structured Finance, Derivatives, Structured Products, Bilingual, Ratings, Spanish, International Capital..., Interest Rate..., Venture Capital, Finance, Mergers & Acquisitions, Financial Services, Investments, Banking, Private Equity, Funding, Corporate Finance, Financial Analysis, Financial Structuring, Due Diligence, Management
Education
University of Arizona 1993 — 1998
BSBA, Finance & Economics
Nogales High School
Rakesh (Rocky) Chanana Rakesh (Rocky) Chanana's RBC Capital Markets Experience March 2011 - August 2012
Job Investment Banking Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities August 2012 - July 2014
RBC Capital Markets March 2011 - August 2012
KPMG Advisory June 2010 - August 2010
Siemer and Associates, LLC. May 2009 - August 2009
Alumwire Inc. July 2006 - May 2009
Chevron June 2008 - August 2008
Get-Mobile - UK June 2004 - October 2007
Chevron June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, LBO, Capital IQ, Investment Banking, Corporate Finance, Financial Analysis, DCF, Private Equity, Venture Capital, Equity Research, Capital Markets, Equities, IPO, FDS
Education
University of California, Berkeley 2006 — 2010
B.A, Economics Major & Education Minor
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities August 2012 - July 2014
RBC Capital Markets March 2011 - August 2012
KPMG Advisory June 2010 - August 2010
Siemer and Associates, LLC. May 2009 - August 2009
Alumwire Inc. July 2006 - May 2009
Chevron June 2008 - August 2008
Get-Mobile - UK June 2004 - October 2007
Chevron June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, LBO, Capital IQ, Investment Banking, Corporate Finance, Financial Analysis, DCF, Private Equity, Venture Capital, Equity Research, Capital Markets, Equities, IPO, FDS
Education
University of California, Berkeley 2006 — 2010
B.A, Economics Major & Education Minor
Andre Mancl's RBC Capital Markets Experience July 2006 - Present
Job Director, Technology Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2006 - Present
United States Navy December 1997 - July 2006
Trust Company of the West June 2005 - September 2005
Skills
Mergers, Investment Banking, Equities, Navy, Financial Analysis, Valuation, Financial Modeling, Strategic Planning, Finance, Leadership, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Business Development, E-commerce, Due Diligence, Capital Markets, Investments, Business Strategy, Corporate Finance, LBO, Equity Research, Start-ups, Corporate Development, Leveraged Finance, Private Placements, IPO
Education
University of California, Los Angeles 2003 — 2006
M.B.A., Finance & Entreprenuership
University of Southern California 1993 — 1997
B.S., Industrial & Systems Engineering
RBC Capital Markets July 2006 - Present
United States Navy December 1997 - July 2006
Trust Company of the West June 2005 - September 2005
Skills
Mergers, Investment Banking, Equities, Navy, Financial Analysis, Valuation, Financial Modeling, Strategic Planning, Finance, Leadership, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Private Equity, Business Development, E-commerce, Due Diligence, Capital Markets, Investments, Business Strategy, Corporate Finance, LBO, Equity Research, Start-ups, Corporate Development, Leveraged Finance, Private Placements, IPO
Education
University of California, Los Angeles 2003 — 2006
M.B.A., Finance & Entreprenuership
University of Southern California 1993 — 1997
B.S., Industrial & Systems Engineering
Cecilia Leung, CPA Cecilia Leung, CPA's RBC Capital Markets Experience 2008 - 2010
Job Experienced Professional in Finance and Accounting
Industry Financial Services
Experience
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Darren Schenkler's RBC Capital Markets Experience December 2013 - Present
Job Managing Director, Institutional Equity Sales at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets December 2006 - December 2013
RBC Capital Markets November 2004 - December 2006
SoundView Technology Group 2001 - 2004
Education
University of Colorado at Boulder 1995 — 1997
Business Administration, Entrepreneurship, Small Busineanagement
RBC Capital Markets December 2013 - Present
RBC Capital Markets December 2006 - December 2013
RBC Capital Markets November 2004 - December 2006
SoundView Technology Group 2001 - 2004
Education
University of Colorado at Boulder 1995 — 1997
Business Administration, Entrepreneurship, Small Busineanagement
Melissa Wheeler Melissa Wheeler's RBC Capital Markets Experience October 2008 - May 2012
Job Associate National Accounts at HealthWorks and Product Innovation Kaiser Permanente
Industry Hospital & Health Care
Experience
HealthWorks and Product Innovation - Kaiser Permanente February 2013 - Present
HealthWorks and Product Innovation - Kaiser Permanente May 2012 - February 2013
RBC Capital Markets October 2008 - May 2012
Jae Berman Nutrition September 2010 - May 2011
Amansala Eco-Chic Resort December 2007 - March 2008
Prager, Sealy & Co. Investment Bankers June 2006 - December 2007
Wells Fargo Bank June 2005 - June 2006
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, Salesforce.com, Due Diligence
Education
Peralta Community College system, Bay Area 2009 — 2011
biology, microbiology, chemistry, organic chemistry
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
HealthWorks and Product Innovation - Kaiser Permanente February 2013 - Present
HealthWorks and Product Innovation - Kaiser Permanente May 2012 - February 2013
RBC Capital Markets October 2008 - May 2012
Jae Berman Nutrition September 2010 - May 2011
Amansala Eco-Chic Resort December 2007 - March 2008
Prager, Sealy & Co. Investment Bankers June 2006 - December 2007
Wells Fargo Bank June 2005 - June 2006
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, Salesforce.com, Due Diligence
Education
Peralta Community College system, Bay Area 2009 — 2011
biology, microbiology, chemistry, organic chemistry
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Business Economics
Taryn Qi Taryn Qi's RBC Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration, Management and Operations
Foothill High School
RBC Capital Markets July 2015 - Present
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration, Management and Operations
Foothill High School
Keith Robson Keith Robson's RBC Capital Markets Experience 2005 - 2007
Job Team Lead Strategy & Portfolio Management at Vermilion Energy
Industry Oil & Energy
Experience
Vermilion Energy June 2013 - Present
Vermilion October 2009 - June 2013
EnCana November 2007 - November 2009
RBC Capital Markets 2005 - 2007
Skills
Financial Modeling, Strategy, Business Development, Portfolio Management, Financial Analysis, Petroleum, Business Strategy
Education
University of Alberta 1997 — 2004
BSc & MBA
Vermilion Energy June 2013 - Present
Vermilion October 2009 - June 2013
EnCana November 2007 - November 2009
RBC Capital Markets 2005 - 2007
Skills
Financial Modeling, Strategy, Business Development, Portfolio Management, Financial Analysis, Petroleum, Business Strategy
Education
University of Alberta 1997 — 2004
BSc & MBA
Caitlin Schultz's RBC Capital Markets Experience August 2015 - Present
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2012 - July 2015
KPMG June 2011 - August 2011
Lipscomb Chemical Company June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Business Development, PowerPoint, Financial Modeling, Rates
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2012 - July 2015
KPMG June 2011 - August 2011
Lipscomb Chemical Company June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Business Development, PowerPoint, Financial Modeling, Rates
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Hillary Higgins, CFA Hillary Higgins, CFA's RBC Capital Markets Experience October 2007 - October 2008
Job Senior Associate at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management March 2014 - Present
Brookfield Asset Management March 2012 - March 2014
Stiletto Capital January 2009 - January 2014
Brookfield Asset Management May 2010 - March 2012
OOMPH! Events Inc 2009 - 2010
RBC Capital Markets October 2007 - October 2008
Skills
Asset Management, Financial Modeling, Valuation, Financial Analysis, Private Equity, Business Strategy, Public Speaking, Corporate Structure, Asset Managment, Due Diligence, Investments, Strategy, Finance, Risk Management, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Research, Capital Markets, Business Valuation
Education
University of Alberta 2003 — 2007
Bachelor of Commerce, Finance
Brookfield Asset Management March 2014 - Present
Brookfield Asset Management March 2012 - March 2014
Stiletto Capital January 2009 - January 2014
Brookfield Asset Management May 2010 - March 2012
OOMPH! Events Inc 2009 - 2010
RBC Capital Markets October 2007 - October 2008
Skills
Asset Management, Financial Modeling, Valuation, Financial Analysis, Private Equity, Business Strategy, Public Speaking, Corporate Structure, Asset Managment, Due Diligence, Investments, Strategy, Finance, Risk Management, Mergers & Acquisitions, Corporate Finance, Alternative Investments, Research, Capital Markets, Business Valuation
Education
University of Alberta 2003 — 2007
Bachelor of Commerce, Finance
Michael Loewen, CFA Michael Loewen, CFA's RBC Capital Markets Experience August 2011 - May 2014
Job Director, Commodities Strategist at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
Stuart Bush Stuart Bush's RBC Capital Markets Experience January 2004 - April 2011
Job
Industry Capital Markets
Experience
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Consist Capital April 2011 - Present
RBC Capital Markets January 2004 - April 2011
Thomas Weisel Partners June 2001 - August 2001
Robertson Stephens January 1999 - September 1999
Cadence Design Systems January 1998 - January 1999
Synopsys June 1995 - December 1997
Skills
Valuation, Hedge Funds, Equity Research, Capital Markets, Solar Energy, Investment Banking, Equities, Financial Modeling, Private Equity, ETFs, Alternative Energy, Indexing, IPO, Due Diligence, Equity Valuation, Portfolio Management, Equity Capital Markets, Bloomberg, Investment Management
Education
University of California at Berkeley 2000 — 2002
MBA, Business
Yale University 1991 — 1995
BSEE, Electrical Engineering
Darko Petronijevic Darko Petronijevic's RBC Capital Markets Experience June 2010 - Present
Job VicePresident at RBC Capital Markets Trading Documentation Group
Industry Financial Services
Experience
RBC Capital Markets June 2010 - Present
Mastilovic & Petronijevic LLP, Nusiceva 6/IV, Belgrade, Serbia January 2010 - September 2012
Cassels Brock & Blackwell LLP May 2007 - February 2009
Goodman and Carr LLP July 2003 - May 2007
Fogler Rubinoff LLP April 2001 - July 2003
Borden Ladner Gervais LLP March 2000 - April 2001
McCarthy Tetrault August 1997 - March 2000
Skills
Banking, Contract Negotiation, Corporate Finance, Capital Markets, Loans, Legal Advice, Mergers
Education
Everest College 2009 — 2010
Diploma, Paralegal program required for licensing with the Law Society of Upper Canada
Pathfinder Business College 1995 — 1996
Diploma, Civil litigation, contract law, corporate law wills and estates, real estate and legal research
University of Belgrade 1979 — 1986
Law, civil procedure, criminal law, matrimonial law, contracts, torts, corporate law, transportation law
RBC Capital Markets June 2010 - Present
Mastilovic & Petronijevic LLP, Nusiceva 6/IV, Belgrade, Serbia January 2010 - September 2012
Cassels Brock & Blackwell LLP May 2007 - February 2009
Goodman and Carr LLP July 2003 - May 2007
Fogler Rubinoff LLP April 2001 - July 2003
Borden Ladner Gervais LLP March 2000 - April 2001
McCarthy Tetrault August 1997 - March 2000
Skills
Banking, Contract Negotiation, Corporate Finance, Capital Markets, Loans, Legal Advice, Mergers
Education
Everest College 2009 — 2010
Diploma, Paralegal program required for licensing with the Law Society of Upper Canada
Pathfinder Business College 1995 — 1996
Diploma, Civil litigation, contract law, corporate law wills and estates, real estate and legal research
University of Belgrade 1979 — 1986
Law, civil procedure, criminal law, matrimonial law, contracts, torts, corporate law, transportation law
Spencer Green Spencer Green's RBC Capital Markets Experience March 2014 - Present
Job
Industry Financial Services
Experience
RBC Capital Markets March 2014 - Present
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Communications, Marketing Communications, Sales Presentations, Mergers & Acquisitions, Market Research, Valuation, Negotiation, Strategy, Relationship Management, Research, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
Willamette University 1994 — 1998
Bachelor of Arts
RBC Capital Markets March 2014 - Present
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Communications, Marketing Communications, Sales Presentations, Mergers & Acquisitions, Market Research, Valuation, Negotiation, Strategy, Relationship Management, Research, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
Willamette University 1994 — 1998
Bachelor of Arts
Earl Hege Earl Hege's RBC Capital Markets Experience August 2011 - September 2014
Job Semiconductors Research at Nomura
Industry Financial Services
Experience
Nomura Securities October 2014 - Present
RBC Capital Markets August 2011 - September 2014
Gleacher & Company September 2008 - August 2011
BayStreet Research LLC October 2005 - September 2007
Skills
Valuation, Capital Markets, Bloomberg, Financial Analysis, Financial Modeling, Semiconductors, Technology, Investments, Finance, Economics, Start-ups, Corporate Development
Education
University of California, Davis 2000 — 2004
Bachelors of Arts, Economics
Nomura Securities October 2014 - Present
RBC Capital Markets August 2011 - September 2014
Gleacher & Company September 2008 - August 2011
BayStreet Research LLC October 2005 - September 2007
Skills
Valuation, Capital Markets, Bloomberg, Financial Analysis, Financial Modeling, Semiconductors, Technology, Investments, Finance, Economics, Start-ups, Corporate Development
Education
University of California, Davis 2000 — 2004
Bachelors of Arts, Economics
Saba Ehtesham Saba Ehtesham's RBC Capital Markets Experience May 2015 - Present
Job Multidisciplinary Professional
Industry Banking
Experience
RBC Capital Markets May 2015 - Present
TD 2014 - 2015
TTC 2012 - 2013
Celestica 2011 - 2012
Celestica 2011 - 2012
First National Financial LP 2011 - 2011
Celestica July 2008 - August 2009
Ontario Ministry of Finance 2006 - 2006
Skills
Project Management, Access Control, Operating Systems, System Administration, Public Speaking, Data Analysis, Team Leadership, Teamwork, Public Relations, Team Building, Microsoft Office, Project Planning, Coaching, PowerPoint, Social Networking, Business Analysis, Team Management, Research, Customer Service, Outlook, Strategic Planning, Business Strategy, Employee Relations, Business Intelligence, Event Planning, Visio, Project Coordination, Social Media, Event Management, MS Project, Databases, Qualitative Research, Teaching, Project Delivery, Mentoring, HR Strategy, Business Analytics, Database Administration, Organizing, Planning, Customer Relations, Retail, Problem Solving, Writing, Youth Mentoring, Project Implementation, Project Execution, Social Media..., Identity Access..., Access Control...
Education
York University - Schulich School of Business 2005 — 2010
Bachelor of Business Administration with Honours
University of Bath 2008 — 2008
Foreign Exchange
Satec @ W.A. Porter C.I. 2002 — 2005
OSSD
RBC Capital Markets May 2015 - Present
TD 2014 - 2015
TTC 2012 - 2013
Celestica 2011 - 2012
Celestica 2011 - 2012
First National Financial LP 2011 - 2011
Celestica July 2008 - August 2009
Ontario Ministry of Finance 2006 - 2006
Skills
Project Management, Access Control, Operating Systems, System Administration, Public Speaking, Data Analysis, Team Leadership, Teamwork, Public Relations, Team Building, Microsoft Office, Project Planning, Coaching, PowerPoint, Social Networking, Business Analysis, Team Management, Research, Customer Service, Outlook, Strategic Planning, Business Strategy, Employee Relations, Business Intelligence, Event Planning, Visio, Project Coordination, Social Media, Event Management, MS Project, Databases, Qualitative Research, Teaching, Project Delivery, Mentoring, HR Strategy, Business Analytics, Database Administration, Organizing, Planning, Customer Relations, Retail, Problem Solving, Writing, Youth Mentoring, Project Implementation, Project Execution, Social Media..., Identity Access..., Access Control...
Education
York University - Schulich School of Business 2005 — 2010
Bachelor of Business Administration with Honours
University of Bath 2008 — 2008
Foreign Exchange
Satec @ W.A. Porter C.I. 2002 — 2005
OSSD
Jeff Patchell Jeff Patchell's RBC Capital Markets Experience January 2007 - Present
Job Vice President Portfolio Management at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets January 2007 - Present
RBC Royal Bank March 1999 - March 2004
Skills
Loans, Credit Analysis, Credit, Credit Risk, Capital Markets, Asset Based Lending, Commercial Lending, Financial Modeling, Banking, Financial Analysis, Risk Management, Commercial Banking, Debt Restructuring, Cash Flow Lending, Change Management, Structured Finance, Private Equity, Due Diligence, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Workout, Financial Risk, Wealth Management, Restructuring, Finance, Leveraged Finance, Funding, Asset Management, Derivatives, Investment Banking, Valuation, Mutual Funds, Treasury Management, Syndications, Financial Institutions, FX Options, Cash Management, Financial Services, Investments, Mezzanine, Mortgage Lending, Underwriting, Divestitures, Trade Finance, Business Valuation, Loan Origination
Education
The University of Calgary
B Comm., Finance
RBC Capital Markets January 2007 - Present
RBC Royal Bank March 1999 - March 2004
Skills
Loans, Credit Analysis, Credit, Credit Risk, Capital Markets, Asset Based Lending, Commercial Lending, Financial Modeling, Banking, Financial Analysis, Risk Management, Commercial Banking, Debt Restructuring, Cash Flow Lending, Change Management, Structured Finance, Private Equity, Due Diligence, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Workout, Financial Risk, Wealth Management, Restructuring, Finance, Leveraged Finance, Funding, Asset Management, Derivatives, Investment Banking, Valuation, Mutual Funds, Treasury Management, Syndications, Financial Institutions, FX Options, Cash Management, Financial Services, Investments, Mezzanine, Mortgage Lending, Underwriting, Divestitures, Trade Finance, Business Valuation, Loan Origination
Education
The University of Calgary
B Comm., Finance
Hannah Sloane Hannah Sloane's RBC Capital Markets Experience July 2015 - Present
Job Associate Director, Corporate Communications, U.S.
Industry Public Relations and Communications
Experience
RBC Capital Markets July 2015 - Present
BGC Partners Inc. (Nasdaq: BGCP) and Cantor Fitzgerald March 2013 - July 2015
BGC Partners Inc. (Nasdaq: BGCP) and Cantor Fitzgerald May 2011 - March 2013
FTI Consulting August 2005 - May 2011
Binns & Co March 2004 - July 2005
Skills
Investor Relations, Corporate Communications, Reputation Management, Media Relations, Crisis Communications, Strategic Communications, Press Releases, Public Affairs, Public Relations, Internal Communications, Message Development, Publicity, Creative Writer, Social Media, Social Media Marketing, Drinking Water, Marketing, Humor Writing, Marketing Communications
Education
University of Bristol 2000 — 2003
Bachelor's degree, History
Wellington College, Crowthorne 1998 — 2000
A-levels:, English, History, Politics
RBC Capital Markets July 2015 - Present
BGC Partners Inc. (Nasdaq: BGCP) and Cantor Fitzgerald March 2013 - July 2015
BGC Partners Inc. (Nasdaq: BGCP) and Cantor Fitzgerald May 2011 - March 2013
FTI Consulting August 2005 - May 2011
Binns & Co March 2004 - July 2005
Skills
Investor Relations, Corporate Communications, Reputation Management, Media Relations, Crisis Communications, Strategic Communications, Press Releases, Public Affairs, Public Relations, Internal Communications, Message Development, Publicity, Creative Writer, Social Media, Social Media Marketing, Drinking Water, Marketing, Humor Writing, Marketing Communications
Education
University of Bristol 2000 — 2003
Bachelor's degree, History
Wellington College, Crowthorne 1998 — 2000
A-levels:, English, History, Politics
Josephine Shea Josephine Shea's RBC Capital Markets Experience 2005 - 2007
Job Senior Portfolio Manager EM sovereign & corporate debt at Standish Mellon Asset Management Company LLC
Industry Investment Management
Experience
Standish Mellon Asset Management Company LLC August 2015 - Present
Standish Mellon Asset Management Company LLC August 2015 - Present
Hartford Investment Management January 2012 - August 2015
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets 2005 - 2007
Morgan Joseph 2001 - 2005
Gulf International Bank (formerly SIB) 1995 - 2000
Skills
Emerging Markets, Fixed Income, Portfolio Management, High Yield, Investment Grade, Research, Investments, Sovereign EM Debt, Equities, Hedge Funds, Bonds, Credit, Mutual Funds, Asset Management, Trading, Bloomberg, Investment Management, Asset Allocation, Strategy, Alternative Investments
Education
University of Oxford 1993 — 1995
MLitt, Political Economy Developing Countries
University of Amsterdam 1987 — 1993
MSc, Economics
Standish Mellon Asset Management Company LLC August 2015 - Present
Standish Mellon Asset Management Company LLC August 2015 - Present
Hartford Investment Management January 2012 - August 2015
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets 2005 - 2007
Morgan Joseph 2001 - 2005
Gulf International Bank (formerly SIB) 1995 - 2000
Skills
Emerging Markets, Fixed Income, Portfolio Management, High Yield, Investment Grade, Research, Investments, Sovereign EM Debt, Equities, Hedge Funds, Bonds, Credit, Mutual Funds, Asset Management, Trading, Bloomberg, Investment Management, Asset Allocation, Strategy, Alternative Investments
Education
University of Oxford 1993 — 1995
MLitt, Political Economy Developing Countries
University of Amsterdam 1987 — 1993
MSc, Economics
Paul Duan Paul Duan's RBC Capital Markets Experience July 2009 - July 2011
Job Senior Product Manager at DoubleDutch
Industry Internet
Experience
DoubleDutch March 2015 - Present
GREE International, Inc June 2014 - March 2015
GREE International, Inc January 2013 - June 2014
GREE International, Inc January 2012 - January 2013
RBC Capital Markets July 2009 - July 2011
Vista Equity Partners June 2008 - August 2008
Skills
Financial Modeling, Business Modeling, Data Analysis, Quantitative Analytics, Online Gaming, Mobile Games, Data Modeling, Business Analysis, Business Analytics, Due Diligence, Strategy, Product Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
Bachelor's Degree, Business Administration, Management and Operations
DoubleDutch March 2015 - Present
GREE International, Inc June 2014 - March 2015
GREE International, Inc January 2013 - June 2014
GREE International, Inc January 2012 - January 2013
RBC Capital Markets July 2009 - July 2011
Vista Equity Partners June 2008 - August 2008
Skills
Financial Modeling, Business Modeling, Data Analysis, Quantitative Analytics, Online Gaming, Mobile Games, Data Modeling, Business Analysis, Business Analytics, Due Diligence, Strategy, Product Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2008
Bachelor's Degree, Business Administration, Management and Operations
Aidan Goode Aidan Goode's RBC Capital Markets Experience June 2010 - November 2010
Job Trader at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2013 - January 2015
UBS Investment Bank October 2010 - November 2013
RBC Capital Markets June 2010 - November 2010
Redington Ltd September 2009 - May 2010
HSBC June 2008 - September 2008
Skills
Trading, Capital Markets, Equities, Equity Derivatives, Derivatives, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Bloomberg, Bonds, Fixed Income, Credit Derivatives, Finance, Investment Strategies, Investment Banking, Global Macro, Asset Management, Alternative Investments, Portfolio Management, ALM, Structured Products
Education
Certificate in Quantitative Finance (CQF) 2015 — 2015
University College Dublin 2005 — 2009
Bachelor in Actuarial and Financial Studies
Glenstal Abbey School
UBS Investment Bank November 2013 - January 2015
UBS Investment Bank October 2010 - November 2013
RBC Capital Markets June 2010 - November 2010
Redington Ltd September 2009 - May 2010
HSBC June 2008 - September 2008
Skills
Trading, Capital Markets, Equities, Equity Derivatives, Derivatives, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Bloomberg, Bonds, Fixed Income, Credit Derivatives, Finance, Investment Strategies, Investment Banking, Global Macro, Asset Management, Alternative Investments, Portfolio Management, ALM, Structured Products
Education
Certificate in Quantitative Finance (CQF) 2015 — 2015
University College Dublin 2005 — 2009
Bachelor in Actuarial and Financial Studies
Glenstal Abbey School
Say Sanchez's RBC Capital Markets Experience June 2015 - Present
Job Investment Banking Summer Analyst at RBC
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
University at Albany School of Business Investment Group September 2014 - Present
Delta Sigma Pi, Professional Business Fraternity May 2014 - Present
E-Z Tax Services of New York Inc December 2013 - Present
Norman Thomas HS October 2010 - July 2014
Skills
Leadership, Social Media, Public Speaking, Training, Policy, Accounting, Data Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Program Management, Access, Customer Service, Management, Teamwork
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science, Financial Analyst Honors Program & Financial Market Regulation
RBC Capital Markets June 2015 - Present
University at Albany School of Business Investment Group September 2014 - Present
Delta Sigma Pi, Professional Business Fraternity May 2014 - Present
E-Z Tax Services of New York Inc December 2013 - Present
Norman Thomas HS October 2010 - July 2014
Skills
Leadership, Social Media, Public Speaking, Training, Policy, Accounting, Data Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Program Management, Access, Customer Service, Management, Teamwork
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science, Financial Analyst Honors Program & Financial Market Regulation
Randy Rodriguez Randy Rodriguez's RBC Capital Markets Experience August 2011 - Present
Job RBC capital markets
Industry Financial Services
Experience
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
RBC capital markets August 2011 - Present
Morgan Stanley October 2006 - February 2009
New England Financial July 2003 - October 2006
Skills
Investments, Wealth Management, Mutual Funds, Finance, Asset Management, Private Equity, Leadership, Business Development, Retirement, Financial Services, Insurance, Real Estate, Asset Managment, Strategic Planning, Estate Planning, Series 7, Strategic Financial..., Loans, Employee Benefits, Accounting, Retirement Planning, Valuation, Small Business, Business, Corporate Law
Education
UC Riverside
Bachelor of Science, Finance
Neal Dingmann Neal Dingmann's RBC Capital Markets Experience January 2000 - December 2002
Job Managing Director Energy Research at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
Rooney Coleman's RBC Capital Markets Experience July 2001 - July 2011
Job Managing Director & Assistant Controller, Americas at RBS Global Banking & Markets
Industry Capital Markets
Experience
RBS Global Banking & Markets October 2010 - Present
RBC Capital Markets July 2001 - July 2011
PricewaterhouseCoopers September 1990 - July 2001
Skills
IFRS, Investment Banking, Finance, Fixed Income, Equities, Risk Management, Investments, Banking, Financial Services, Accounting
Education
University of Birmingham 1987 — 1990
RBS Global Banking & Markets October 2010 - Present
RBC Capital Markets July 2001 - July 2011
PricewaterhouseCoopers September 1990 - July 2001
Skills
IFRS, Investment Banking, Finance, Fixed Income, Equities, Risk Management, Investments, Banking, Financial Services, Accounting
Education
University of Birmingham 1987 — 1990
Cheryl Gedvila, CFA Cheryl Gedvila, CFA's RBC Capital Markets Experience February 2012 - Present
Job VP, Global Corporate Access RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2012 - Present
Hanley & Associates January 2007 - February 2012
Prudential Equity Group 2004 - 2006
BNP Paribas 1997 - 2000
D.A. Campbell Company, Inc. 1994 - 1997
Banque Paribas 1990 - 1992
Education
University of California, Los Angeles 1992 — 1994
MA
The University of Chicago 1985 — 1989
RBC Capital Markets February 2012 - Present
Hanley & Associates January 2007 - February 2012
Prudential Equity Group 2004 - 2006
BNP Paribas 1997 - 2000
D.A. Campbell Company, Inc. 1994 - 1997
Banque Paribas 1990 - 1992
Education
University of California, Los Angeles 1992 — 1994
MA
The University of Chicago 1985 — 1989
Kim Bui Kim Bui's RBC Capital Markets Experience May 2005 - August 2005
Job Director of Brand Strategy at NVE: The Experience Agency
Industry Law Practice
Experience
NVE: The Experience Agency May 2015 - Present
Enenstein Ribakoff LaViña & Pham September 2014 - April 2015
Allen Matkins Leck Gamble Mallory & Natsis LLP October 2011 - July 2014
Cohen & Associates August 2010 - August 2011
Paul Hastings Janofsky & Walker LLP May 2009 - August 2009
Chamberlin & Associates, LLC June 2006 - August 2007
RBC Capital Markets May 2005 - August 2005
Skills
Due Diligence, Corporate Law, Courts, Finance, Private Equity, Securities, Accounts Receivable, Accounting, Analysis, Civil Litigation, Bankruptcy, Creditors' Rights, Public Speaking, Legal Writing
Education
University of Southern California Law School 2006 — 2010
J.D.
University of Arizona 2002 — 2006
B.S., Business Finance
NVE: The Experience Agency May 2015 - Present
Enenstein Ribakoff LaViña & Pham September 2014 - April 2015
Allen Matkins Leck Gamble Mallory & Natsis LLP October 2011 - July 2014
Cohen & Associates August 2010 - August 2011
Paul Hastings Janofsky & Walker LLP May 2009 - August 2009
Chamberlin & Associates, LLC June 2006 - August 2007
RBC Capital Markets May 2005 - August 2005
Skills
Due Diligence, Corporate Law, Courts, Finance, Private Equity, Securities, Accounts Receivable, Accounting, Analysis, Civil Litigation, Bankruptcy, Creditors' Rights, Public Speaking, Legal Writing
Education
University of Southern California Law School 2006 — 2010
J.D.
University of Arizona 2002 — 2006
B.S., Business Finance
Roohi Ebrahim's RBC Capital Markets Experience July 2011 - August 2013
Job MBA Candidate at The Wharton School
Industry Internet
Experience
Pandora November 2013 - June 2015
RBC Capital Markets July 2011 - August 2013
Yahoo! May 2010 - July 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Parsons School of Design, Paris 2011 — 2011
Style and Management
University of California, Berkeley 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Entrepreneurship & Technology
Pandora November 2013 - June 2015
RBC Capital Markets July 2011 - August 2013
Yahoo! May 2010 - July 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Parsons School of Design, Paris 2011 — 2011
Style and Management
University of California, Berkeley 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Entrepreneurship & Technology
Soumya Ramachandran Soumya Ramachandran's RBC Capital Markets Experience October 2011 - January 2012
Job Fixed Income Structured Credit
Industry Capital Markets
Experience
Deloitte 2015 - Present
BNP 2013 - 2014
RBC Capital Markets October 2011 - January 2012
Pomelo Capital 2012 - 2012
Wells Fargo Bank 2008 - 2010
Skills
Interest Rate..., Asset Pricing, Probability, Monte Carlo Simulation, Greeks, Exotic Derivatives, Econometrics, Fixed Income, Valuation, Stochastic Calculus, C++, Matlab, Equities, Structured Products, Time Series Analysis, Volatility, equity derivati
Education
University of California, Berkeley - Walter A. Haas School of Business
Masters
University of Mumbai
Bachelor of Engineering (B.Eng.)
Deloitte 2015 - Present
BNP 2013 - 2014
RBC Capital Markets October 2011 - January 2012
Pomelo Capital 2012 - 2012
Wells Fargo Bank 2008 - 2010
Skills
Interest Rate..., Asset Pricing, Probability, Monte Carlo Simulation, Greeks, Exotic Derivatives, Econometrics, Fixed Income, Valuation, Stochastic Calculus, C++, Matlab, Equities, Structured Products, Time Series Analysis, Volatility, equity derivati
Education
University of California, Berkeley - Walter A. Haas School of Business
Masters
University of Mumbai
Bachelor of Engineering (B.Eng.)
Steven Tiegel Steven Tiegel's RBC Capital Markets Experience June 2015 - Present
Job Director, Manager of US Lateral Recruitment at RBC Capital Markets
Industry Staffing and Recruiting
Experience
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
Rasika Gynedi Rasika Gynedi's RBC Capital Markets Experience May 2009 - October 2009
Job Researcher at Center for Strategic and International Studies (CSIS)
Industry Public Policy
Experience
Center for Strategic and International Studies (CSIS) December 2013 - January 2015
Yes Bank May 2012 - May 2013
State Street January 2010 - June 2011
RBC Capital Markets May 2009 - October 2009
Skills
Fixed Income, Analysis, Research, Economics, Economic Research
Education
University of Bath 2007 — 2008
Master's degree, Economics and Finance, Distinction
University of Mumbai 2004 — 2007
Bachelor's degree, Economics, Distinction
International School of Basel 2001 — 2004
High School, International Baccalaureate
Center for Strategic and International Studies (CSIS) December 2013 - January 2015
Yes Bank May 2012 - May 2013
State Street January 2010 - June 2011
RBC Capital Markets May 2009 - October 2009
Skills
Fixed Income, Analysis, Research, Economics, Economic Research
Education
University of Bath 2007 — 2008
Master's degree, Economics and Finance, Distinction
University of Mumbai 2004 — 2007
Bachelor's degree, Economics, Distinction
International School of Basel 2001 — 2004
High School, International Baccalaureate
Jeffrey Takimoto's RBC Capital Markets Experience November 2013 - May 2015
Job Healthcare Investment Banking Associate at Credit Suisse
Industry Biotechnology
Experience
Credit Suisse June 2015 - Present
RBC Capital Markets November 2013 - May 2015
Booz Allen Hamilton September 2011 - October 2013
Salk Institute for Biological Studies 2005 - 2011
Education
University of California, San Diego 2005 — 2011
Ph.D, Biology
University of California, Los Angeles 2000 — 2005
B.S., Molecular Cell and Developmental Biology
Credit Suisse June 2015 - Present
RBC Capital Markets November 2013 - May 2015
Booz Allen Hamilton September 2011 - October 2013
Salk Institute for Biological Studies 2005 - 2011
Education
University of California, San Diego 2005 — 2011
Ph.D, Biology
University of California, Los Angeles 2000 — 2005
B.S., Molecular Cell and Developmental Biology
James Premkumar James Premkumar's RBC Capital Markets Experience May 2008 - July 2009
Job Director of Finance at Steelhead LNG
Industry Venture Capital & Private Equity
Experience
Steelhead LNG January 2015 - Present
KERN Partners Ltd. July 2009 - January 2015
Monolith Materials 2013 - 2014
RBC Capital Markets May 2008 - July 2009
GLJ Petroleum Consultants May 2007 - October 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Budgets, Public Speaking, Energy, Financial Modeling, Petroleum, Strategic Planning, Project Management, Oil/Gas, Corporate Finance, Valuation, Natural Gas, AutoCAD, Finance, Event Planning, Marketing Communications, Business Strategy, Gas, Mergers & Acquisitions, Analysis, Oil & Gas
Education
The University of Calgary
Bachelor of Science (B.Sc.), Oil & Gas Engineering (Honors)
The University of Calgary
Bachelor of Commerce (B.Com.), Finance (Honors)
Steelhead LNG January 2015 - Present
KERN Partners Ltd. July 2009 - January 2015
Monolith Materials 2013 - 2014
RBC Capital Markets May 2008 - July 2009
GLJ Petroleum Consultants May 2007 - October 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Budgets, Public Speaking, Energy, Financial Modeling, Petroleum, Strategic Planning, Project Management, Oil/Gas, Corporate Finance, Valuation, Natural Gas, AutoCAD, Finance, Event Planning, Marketing Communications, Business Strategy, Gas, Mergers & Acquisitions, Analysis, Oil & Gas
Education
The University of Calgary
Bachelor of Science (B.Sc.), Oil & Gas Engineering (Honors)
The University of Calgary
Bachelor of Commerce (B.Com.), Finance (Honors)
David Tims David Tims's RBC Capital Markets Experience June 2009 - Present
Job Managing Director, RBC Capital Markets
Industry Investment Banking
Experience
University of Alberta June 2015 - Present
RBC Capital Markets June 2009 - Present
Sauder School of Business at UBC 1994 - Present
TD Securities Inc January 1998 - December 2008
RBC Dominion Securities June 1989 - December 1997
Skills
Fixed Income, Capital Markets, Bonds, Lecturing, Proprietary Trading, FX Options, Market Risk, Currency, Derivatives, Equities, Trading, Valuation, Bloomberg, Portfolio Management, Financial Modeling
Education
University of Alberta 1985 — 1987
MBA, Accounting and Finance
University of Alberta June 2015 - Present
RBC Capital Markets June 2009 - Present
Sauder School of Business at UBC 1994 - Present
TD Securities Inc January 1998 - December 2008
RBC Dominion Securities June 1989 - December 1997
Skills
Fixed Income, Capital Markets, Bonds, Lecturing, Proprietary Trading, FX Options, Market Risk, Currency, Derivatives, Equities, Trading, Valuation, Bloomberg, Portfolio Management, Financial Modeling
Education
University of Alberta 1985 — 1987
MBA, Accounting and Finance
Erwin Zhang, CFA Erwin Zhang, CFA's RBC Capital Markets Experience January 2013 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets January 2013 - Present
RBC April 2012 - December 2012
RBC August 2010 - April 2012
Skills
Portfolio Management, Mandarin, Investment Advisory, Consumer Lending, Business Lending, Investment Banking, Banking, Capital Markets, Financial Modeling, Investments, Loans, Finance, Bloomberg, Financial Analysis, Corporate Finance, Valuation, Equities, Microsoft Office, Analysis
Education
The University of Calgary 2005 — 2010
Bachelor of Commerce, Finance
Beijing Concord College of Sino-Canada 2001 — 2004
High school diploma
RBC Capital Markets January 2013 - Present
RBC April 2012 - December 2012
RBC August 2010 - April 2012
Skills
Portfolio Management, Mandarin, Investment Advisory, Consumer Lending, Business Lending, Investment Banking, Banking, Capital Markets, Financial Modeling, Investments, Loans, Finance, Bloomberg, Financial Analysis, Corporate Finance, Valuation, Equities, Microsoft Office, Analysis
Education
The University of Calgary 2005 — 2010
Bachelor of Commerce, Finance
Beijing Concord College of Sino-Canada 2001 — 2004
High school diploma
Nicholas Hancock's RBC Capital Markets Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Athletic Study Center (Berkeley) September 2013 - Present
RBC Capital Markets June 2015 - August 2015
Liquidnet July 2014 - August 2014
Sigma Phi Epsilon Fraternity December 2012 - December 2013
Ajia Partners (HK) Ltd. February 2012 - May 2012
Skills
Statistics, Mathematics, Applied Mathematics, Mathematical..., Auditing, Cash Flow, Data Analysis, Investments, Finance
Education
UC Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics and Statistics, 3.82
Geelong Grammar School 2007 — 2011
Athletic Study Center (Berkeley) September 2013 - Present
RBC Capital Markets June 2015 - August 2015
Liquidnet July 2014 - August 2014
Sigma Phi Epsilon Fraternity December 2012 - December 2013
Ajia Partners (HK) Ltd. February 2012 - May 2012
Skills
Statistics, Mathematics, Applied Mathematics, Mathematical..., Auditing, Cash Flow, Data Analysis, Investments, Finance
Education
UC Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics and Statistics, 3.82
Geelong Grammar School 2007 — 2011
Andrew Landsman Andrew Landsman's RBC Capital Markets Experience May 2010 - August 2010
Job Regional Sales Director West at ISONAS, Inc.
Industry Information Technology and Services
Experience
ISONAS August 2011 - Present
RBC Wealth Management October 2010 - May 2011
RBC Capital Markets May 2010 - August 2010
GoldenSource October 2008 - May 2009
National Student Leadership Conference May 2008 - August 2008
Skills
Product Marketing, Business Development, Marketing Strategy, Product Development, Access Control, Marketing, Security, Lead Generation, Sales, Sales Management, Account Management, Contract Negotiation, New Business Development, Product Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelors A&S, Economics
ISONAS August 2011 - Present
RBC Wealth Management October 2010 - May 2011
RBC Capital Markets May 2010 - August 2010
GoldenSource October 2008 - May 2009
National Student Leadership Conference May 2008 - August 2008
Skills
Product Marketing, Business Development, Marketing Strategy, Product Development, Access Control, Marketing, Security, Lead Generation, Sales, Sales Management, Account Management, Contract Negotiation, New Business Development, Product Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelors A&S, Economics
Cole Oman's RBC Capital Markets Experience July 2011 - August 2012
Job MBA Candidate at Yale School of Management
Industry Financial Services
Experience
TechnoServe January 2015 - July 2015
Wedbush Securities October 2012 - November 2014
RBC Capital Markets July 2011 - August 2012
PricewaterhouseCoopers June 2010 - August 2010
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2007 — 2011
BA, Business Economics
TechnoServe January 2015 - July 2015
Wedbush Securities October 2012 - November 2014
RBC Capital Markets July 2011 - August 2012
PricewaterhouseCoopers June 2010 - August 2010
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2007 — 2011
BA, Business Economics
Christina Carnovale Christina Carnovale's RBC Capital Markets Experience April 2007 - Present
Job Director, Foreign Exchange at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets April 2007 - Present
Enbridge 2004 - 2007
Enbridge 2002 - 2004
Skills
FX Options, Foreign Exchange..., Fixed Income, Credit Derivatives, Interest Rate..., Swaps, Electronic Trading, Bonds, Trading Systems, Trading, Banking, Hedge Funds, Cash Management, Financial Risk, Bloomberg, Options, Equities, Equity Derivatives, Investment Banking
Education
The University of Calgary
Master's degree, Economics
RBC Capital Markets April 2007 - Present
Enbridge 2004 - 2007
Enbridge 2002 - 2004
Skills
FX Options, Foreign Exchange..., Fixed Income, Credit Derivatives, Interest Rate..., Swaps, Electronic Trading, Bonds, Trading Systems, Trading, Banking, Hedge Funds, Cash Management, Financial Risk, Bloomberg, Options, Equities, Equity Derivatives, Investment Banking
Education
The University of Calgary
Master's degree, Economics
Jason Stein Jason Stein's RBC Capital Markets Experience 2010 - 2011
Job CoFounder at imoji
Industry Internet
Experience
imoji October 2013 - Present
HotelTonight December 2013 - September 2014
HotelTonight June 2012 - December 2013
J.P. Morgan February 2011 - June 2012
RBC Capital Markets 2010 - 2011
PricewaterhouseCoopers June 2009 - August 2009
6Pacific Capital March 2009 - June 2009
SBE Entertainment March 2008 - April 2009
Skills
Graphic Design, Strategic Planning, Business Strategy, Analytics, Financial Modeling, Marketing Strategy, Financial Analysis, Competitive Analysis, Market Research, Start-ups, Data Analysis, Business Development, Entrepreneurship, Marketing, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Economics, Innovation, Creativity, Compression, Equity Research, Corporate Development, Emerging Markets, Social Media Marketing
Education
University of California, Los Angeles
BA, Economics
imoji October 2013 - Present
HotelTonight December 2013 - September 2014
HotelTonight June 2012 - December 2013
J.P. Morgan February 2011 - June 2012
RBC Capital Markets 2010 - 2011
PricewaterhouseCoopers June 2009 - August 2009
6Pacific Capital March 2009 - June 2009
SBE Entertainment March 2008 - April 2009
Skills
Graphic Design, Strategic Planning, Business Strategy, Analytics, Financial Modeling, Marketing Strategy, Financial Analysis, Competitive Analysis, Market Research, Start-ups, Data Analysis, Business Development, Entrepreneurship, Marketing, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Economics, Innovation, Creativity, Compression, Equity Research, Corporate Development, Emerging Markets, Social Media Marketing
Education
University of California, Los Angeles
BA, Economics
Marcos Briseño Marcos Briseño's RBC Capital Markets Experience March 2013 - Present
Job RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2013 - Present
Wells Fargo May 2012 - August 2012
Union Bank N.A. February 2005 - May 2011
Skills
Finance, Investment Banking, Commercial Banking, Financial Modeling, Structured Finance, Deal Execution, Microsoft Office, VBA, Accounting, Research, Capital Project Planning, M&A, LBO, Business Development, Strategic Planning, Risk, Credit Analysis, Portfolio Management, Spanish, Loan Origination
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.)
RBC Capital Markets March 2013 - Present
Wells Fargo May 2012 - August 2012
Union Bank N.A. February 2005 - May 2011
Skills
Finance, Investment Banking, Commercial Banking, Financial Modeling, Structured Finance, Deal Execution, Microsoft Office, VBA, Accounting, Research, Capital Project Planning, M&A, LBO, Business Development, Strategic Planning, Risk, Credit Analysis, Portfolio Management, Spanish, Loan Origination
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science (B.S.)
Joseph Ro Joseph Ro's RBC Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
Brian Ko Brian Ko's RBC Capital Markets Experience January 2014 - Present
Job Investment Banking Analyst at RBC Capital Markets
Industry Internet
Experience
RBC Capital Markets January 2014 - Present
TrialPay May 2012 - January 2014
Southern California Edison August 2011 - May 2012
IBM June 2010 - September 2010
Sidoxia Capital Management January 2009 - September 2009
Skills
Analytics, Strategy, Competitive Analysis, Strategic Planning, Financial Modeling, Financial Analysis, Business Development, Analysis, Finance
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Archbishop Mitty High School
RBC Capital Markets January 2014 - Present
TrialPay May 2012 - January 2014
Southern California Edison August 2011 - May 2012
IBM June 2010 - September 2010
Sidoxia Capital Management January 2009 - September 2009
Skills
Analytics, Strategy, Competitive Analysis, Strategic Planning, Financial Modeling, Financial Analysis, Business Development, Analysis, Finance
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Archbishop Mitty High School
John Cloghesy, CFA's RBC Capital Markets Experience
Job Director Debt Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets
Skills
Capital Markets, Fixed Income, Derivatives
Education
HIGH LIGHTS
Canadian Institute of Chartered Business Valuators (CICBV) 2010 — 2014
Chartered Business Valuator (CBV)
HIGHLIGTS
Canadian Securities Institute 2008 — 2010
Derivatives Market Specialist (DMS) / Fellow of Canadian Institute (FCSI)
Global Association of Risk Professionals (GARP) 2009 — 2010
Energy Risk Professional
CFA Institute 2000 — 2003
Chartered Financial Analyst
The University of Calgary 1997 — 1999
Bachelor of Commerce (BCom), Finance
RBC Capital Markets
Skills
Capital Markets, Fixed Income, Derivatives
Education
HIGH LIGHTS
Canadian Institute of Chartered Business Valuators (CICBV) 2010 — 2014
Chartered Business Valuator (CBV)
HIGHLIGTS
Canadian Securities Institute 2008 — 2010
Derivatives Market Specialist (DMS) / Fellow of Canadian Institute (FCSI)
Global Association of Risk Professionals (GARP) 2009 — 2010
Energy Risk Professional
CFA Institute 2000 — 2003
Chartered Financial Analyst
The University of Calgary 1997 — 1999
Bachelor of Commerce (BCom), Finance
Dan Poole Dan Poole's RBC Capital Markets Experience January 2004 - November 2007
Job Designer of nondiscretionary Algorithmic Strategies
Industry Capital Markets
Experience
DP Consulting January 2009 - Present
Lehman Brothers December 2007 - November 2008
RBC Capital Markets January 2004 - November 2007
Skills
Trading Strategies, Trading, High Frequency Trading, Traders, Derivatives, Quantitative Analytics, Fixed Income, Strategy, Hedge Funds, Equities, Analysis, Equity Derivatives
Education
University of California, Los Angeles 2001 — 2003
PhD, Mathematics
University of California, Los Angeles 1997 — 2000
MA, Mathematics
DP Consulting January 2009 - Present
Lehman Brothers December 2007 - November 2008
RBC Capital Markets January 2004 - November 2007
Skills
Trading Strategies, Trading, High Frequency Trading, Traders, Derivatives, Quantitative Analytics, Fixed Income, Strategy, Hedge Funds, Equities, Analysis, Equity Derivatives
Education
University of California, Los Angeles 2001 — 2003
PhD, Mathematics
University of California, Los Angeles 1997 — 2000
MA, Mathematics
Elsa Lignos Elsa Lignos's RBC Capital Markets Experience 2009 - Present
Job Managing Director, FX Strategy at RBC
Industry Financial Services
Experience
RBC Capital Markets 2009 - Present
European Commission March 2004 - August 2005
Skills
Capital Markets, FX Options, Trading Strategies, Derivatives, Emerging Markets, Fixed Income, Trading, Hedge Funds
Education
University of Oxford 2005 — 2007
MPhil, Economics
University of Cambridge 1999 — 2003
MA, Natural Sciences
RBC Capital Markets 2009 - Present
European Commission March 2004 - August 2005
Skills
Capital Markets, FX Options, Trading Strategies, Derivatives, Emerging Markets, Fixed Income, Trading, Hedge Funds
Education
University of Oxford 2005 — 2007
MPhil, Economics
University of Cambridge 1999 — 2003
MA, Natural Sciences
Seán Kelly's RBC Capital Markets Experience December 2014 - Present
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2014 - Present
Barclays Investment Bank January 2013 - December 2014
Accord Contracting & MGMT Corp January 2012 - December 2012
RCI Banque February 2011 - December 2011
Accenture March 2010 - February 2011
Skills
Microsoft Excel, Financial Analysis, Corporate Finance, Financial Risk, Risk Management, Credit Risk, Forecasting, Cost Management, Market Analysis
Education
Trinity College Dublin 2009 — 2010
2010 M.Sc, Finance
University College Cork 2006 — 2009
B.A. (Maj Economics), Economics
RBC Capital Markets December 2014 - Present
Barclays Investment Bank January 2013 - December 2014
Accord Contracting & MGMT Corp January 2012 - December 2012
RCI Banque February 2011 - December 2011
Accenture March 2010 - February 2011
Skills
Microsoft Excel, Financial Analysis, Corporate Finance, Financial Risk, Risk Management, Credit Risk, Forecasting, Cost Management, Market Analysis
Education
Trinity College Dublin 2009 — 2010
2010 M.Sc, Finance
University College Cork 2006 — 2009
B.A. (Maj Economics), Economics
John Jansen's RBC Capital Markets Experience January 2011 - Present
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets January 2011 - Present
Skills
Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Mergers, Private Equity, Equity Research, Venture Capital, Private Placements, Equities, Financial Analysis, LBO, Mergers & Acquisitions, Business Development, Valuation, Corporate Development, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
University of California, Davis 1994 — 1998
BA, International Relations, Political Science, International Economics
RBC Capital Markets January 2011 - Present
Skills
Financial Modeling, Investment Banking, Capital Markets, Corporate Finance, Mergers, Private Equity, Equity Research, Venture Capital, Private Placements, Equities, Financial Analysis, LBO, Mergers & Acquisitions, Business Development, Valuation, Corporate Development, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
MBA, Finance
University of California, Davis 1994 — 1998
BA, International Relations, Political Science, International Economics
J.T. Stephens J.T. Stephens's RBC Capital Markets Experience July 2009 - Present
Job Vice President, Technology Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2009 - Present
Contour Venture Partners December 2009 - July 2010
Mohr Davidow Ventures April 2008 - July 2008
Six Apart September 2006 - April 2008
Overstock.com October 2003 - September 2006
Robertson Stephens July 2000 - July 2002
Skills
Investment Banking, Venture Capital, Business Strategy, eCommerce, Digital Media, Online Marketing, Strategic Consulting, E-commerce, Online Advertising, Mergers & Acquisitions, Equities, Leadership, Strategic Partnerships, Marketing Strategy, Digital Marketing, IPO, Sales, Business Development, Marketing, Investments, Management, Strategy, SaaS, Market Research, Start-ups, Corporate Development, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Majors - Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 1996 — 2000
BA, English Literature
RBC Capital Markets July 2009 - Present
Contour Venture Partners December 2009 - July 2010
Mohr Davidow Ventures April 2008 - July 2008
Six Apart September 2006 - April 2008
Overstock.com October 2003 - September 2006
Robertson Stephens July 2000 - July 2002
Skills
Investment Banking, Venture Capital, Business Strategy, eCommerce, Digital Media, Online Marketing, Strategic Consulting, E-commerce, Online Advertising, Mergers & Acquisitions, Equities, Leadership, Strategic Partnerships, Marketing Strategy, Digital Marketing, IPO, Sales, Business Development, Marketing, Investments, Management, Strategy, SaaS, Market Research, Start-ups, Corporate Development, Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Majors - Finance, Strategic Management, Entrepreneurship
University of California, Berkeley 1996 — 2000
BA, English Literature
Russell Beer's RBC Capital Markets Experience 2007 — 2009
Job Founding Principal Big Ocean, LLC/Ocean Capital Advisers
Industry Investment Banking/Commercial Real Estate Finance
Experience
Big Ocean, LLC January 2011 — Present
RBC Capital Markets 2007 — 2009
Urdang Capital Management January 2006 — September 2007
GE Capital 2005 — 2006
Babcock & Brown January 1998 — January 2004
CIBC Wood Gundy 1996 — 1998
Skills
Investment Banking, Private Equity, Equity Capital Markets, Capital Raises, Cross-border..., Fundraising, Capital Markets..., Middle Market, Deal Sourcing, Aircraft Finance, International Real..., Cross-border M&A, Asset Based Finance, Telecom Finance, Transportion Finance, Joint Ventures, Private Placements, Private Companies, Pension Funds, Merchant Banking, Institutional Investors, Real Estate Investment, Structured Finance, Technology, Deal Execution, Sovereign Wealth Funds, New Media, Endowment Funds, Superannuation, Large Capital Projects, Capital, Financial Structuring, Real Estate Economics, Real Estate, Capital Markets, Finance, Investment Properties, Mergers & Acquisitions, Funding, Portfolio Management, Capital Raising, Mezzanine, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Valuation, Hedge Funds
Education
American Graduate School of Management 1992 — 1994
Masters, International Finance
HELBUS Helsinki School of Business 1993 — 1993
Helsinki School of Economics - International Finance and Economic Policy, Cross-Border Asset Based Finance
University of Arizona 1986 — 1990
Bachelor of Arts, Finance, Chemistry, and German
Big Ocean, LLC January 2011 — Present
RBC Capital Markets 2007 — 2009
Urdang Capital Management January 2006 — September 2007
GE Capital 2005 — 2006
Babcock & Brown January 1998 — January 2004
CIBC Wood Gundy 1996 — 1998
Skills
Investment Banking, Private Equity, Equity Capital Markets, Capital Raises, Cross-border..., Fundraising, Capital Markets..., Middle Market, Deal Sourcing, Aircraft Finance, International Real..., Cross-border M&A, Asset Based Finance, Telecom Finance, Transportion Finance, Joint Ventures, Private Placements, Private Companies, Pension Funds, Merchant Banking, Institutional Investors, Real Estate Investment, Structured Finance, Technology, Deal Execution, Sovereign Wealth Funds, New Media, Endowment Funds, Superannuation, Large Capital Projects, Capital, Financial Structuring, Real Estate Economics, Real Estate, Capital Markets, Finance, Investment Properties, Mergers & Acquisitions, Funding, Portfolio Management, Capital Raising, Mezzanine, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Valuation, Hedge Funds
Education
American Graduate School of Management 1992 — 1994
Masters, International Finance
HELBUS Helsinki School of Business 1993 — 1993
Helsinki School of Economics - International Finance and Economic Policy, Cross-Border Asset Based Finance
University of Arizona 1986 — 1990
Bachelor of Arts, Finance, Chemistry, and German
Raja Khanna's RBC Capital Markets Experience 2013 - Present
Job at
Industry Investment Banking
Experience
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
Erwin Tam's RBC Capital Markets Experience 2008 - 2008
Job Vice President, Public Finance & Municipal Consulting
Industry Financial Services
Experience
KNN Public Finance June 2014 - Present
Backstrom McCarley Berry & Co., LLC 2009 - June 2014
RBC Capital Markets 2008 - 2008
Bear, Stearns & Co. Inc. 2005 - 2007
Public Financial Management Inc. 2001 - 2005
Skills
Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Business Strategy, Public Finance, Fixed Income, Municipalities, M&A experience, Public-private..., Project Finance, Corporate Finance, Distressed Debt, Private Equity, Analysis, Valuation, Financial Structuring, Bonds, Series 7, Quantitative Analytics, Management, Finance, Consulting
Education
University of California, Berkeley
BA, Economics and Environmental Science (Double Major)
KNN Public Finance June 2014 - Present
Backstrom McCarley Berry & Co., LLC 2009 - June 2014
RBC Capital Markets 2008 - 2008
Bear, Stearns & Co. Inc. 2005 - 2007
Public Financial Management Inc. 2001 - 2005
Skills
Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Business Strategy, Public Finance, Fixed Income, Municipalities, M&A experience, Public-private..., Project Finance, Corporate Finance, Distressed Debt, Private Equity, Analysis, Valuation, Financial Structuring, Bonds, Series 7, Quantitative Analytics, Management, Finance, Consulting
Education
University of California, Berkeley
BA, Economics and Environmental Science (Double Major)
Kola Bolarin, MCSE, CSM's RBC Capital Markets Experience September 2006 - August 2007
Job Regional Practice Director Business Intelligence at Neudesic
Industry Information Technology and Services
Experience
Neudesic February 2012 - Present
Data Dynamics Consulting February 2010 - Present
Waste Management September 2011 - February 2012
Spectra Energy October 2010 - September 2011
British Petroleum February 2010 - September 2010
Cricket Communications October 2009 - January 2010
British Petroleum October 2008 - October 2009
Spectra Energy February 2008 - October 2008
Zilliant September 2007 - February 2008
RBC Capital Markets September 2006 - August 2007
Skills
Big Data Analytics, Business Intelligence, Data Warehousing, Enterprise Architecture, IT Strategy, Master Data Management, Solution Architecture, Business Process..., Architecture, Data Modeling, Data Integration, Program Management, Enterprise Software, Six Sigma, Leadership, Big Data, Customer Experience, Vendor Management, SSIS, Databases, Business Objects, Microsoft SQL Server, Cognos, Oracle, SSRS, Business Analysis, Analysis Services, OBIEE, Dashboard, Informatica, Business Intelligence..., SharePoint, SAP, SAP BPC, SAP BW, SAP ERP, Architectures
Education
University of Benin 1991 — 1994
Master's degree
University of Ibadan 1985 — 1989
Bachelor Of Science
Neudesic February 2012 - Present
Data Dynamics Consulting February 2010 - Present
Waste Management September 2011 - February 2012
Spectra Energy October 2010 - September 2011
British Petroleum February 2010 - September 2010
Cricket Communications October 2009 - January 2010
British Petroleum October 2008 - October 2009
Spectra Energy February 2008 - October 2008
Zilliant September 2007 - February 2008
RBC Capital Markets September 2006 - August 2007
Skills
Big Data Analytics, Business Intelligence, Data Warehousing, Enterprise Architecture, IT Strategy, Master Data Management, Solution Architecture, Business Process..., Architecture, Data Modeling, Data Integration, Program Management, Enterprise Software, Six Sigma, Leadership, Big Data, Customer Experience, Vendor Management, SSIS, Databases, Business Objects, Microsoft SQL Server, Cognos, Oracle, SSRS, Business Analysis, Analysis Services, OBIEE, Dashboard, Informatica, Business Intelligence..., SharePoint, SAP, SAP BPC, SAP BW, SAP ERP, Architectures
Education
University of Benin 1991 — 1994
Master's degree
University of Ibadan 1985 — 1989
Bachelor Of Science
Prerak Sanghvi's RBC Capital Markets Experience December 2011 - July 2013
Job Capital Markets Technologist
Industry Capital Markets
Experience
IEX Group, Inc. July 2013 - Present
RBC Capital Markets December 2011 - July 2013
RBC Capital Markets September 2009 - December 2011
Myrias LLC August 2008 - September 2009
Banc of America Securities September 2005 - August 2008
Epic Systems Corporation March 2002 - September 2005
Cymfony, Inc. May 2001 - March 2002
Skills
Trading Systems, Electronic Trading, Equities, Trading System, Program Trading, Risk Management, Equity Trading, Capital Markets, Market Data, Trading
Education
University at Buffalo 2000 — 2001
M.S., Computer Science
Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Chemical Engineering
IEX Group, Inc. July 2013 - Present
RBC Capital Markets December 2011 - July 2013
RBC Capital Markets September 2009 - December 2011
Myrias LLC August 2008 - September 2009
Banc of America Securities September 2005 - August 2008
Epic Systems Corporation March 2002 - September 2005
Cymfony, Inc. May 2001 - March 2002
Skills
Trading Systems, Electronic Trading, Equities, Trading System, Program Trading, Risk Management, Equity Trading, Capital Markets, Market Data, Trading
Education
University at Buffalo 2000 — 2001
M.S., Computer Science
Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Chemical Engineering
Mickey Haas's RBC Capital Markets Experience February 2009 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Capital Markets February 2009 - Present
Education
University of Arizona 1985 — 1989
RBC Capital Markets February 2009 - Present
Education
University of Arizona 1985 — 1989
Richard (Il Hyung) Lee's RBC Capital Markets Experience August 2005 - April 2006
Job Restructuring Associate at Lazard
Industry Financial Services
Experience
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Weijiang Dong's RBC Capital Markets Experience November 2009 - Present
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
Bloomberg April 2006 - August 2007
Skills
Equities, Volatility, Equity Derivatives, Market Making, Options, Bloomberg, Volatility Arbitrage, Trading Systems, Quantitative Finance, Electronic Trading, Derivatives, Trading, Trading Strategies, Market Data, Option Pricing Models, Statistical Arbitrage, C++, Python, SQL, Matlab, Linux, Proprietary Trading, Quantitative Analytics, Time Series Analysis
Education
University of California, Los Angeles 2000 — 2006
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 1995 — 2000
Bachelor of Science (B.S.), Physics
RBC Capital Markets November 2009 - Present
Barclays Capital September 2008 - November 2009
Lehman Brothers August 2007 - September 2008
Bloomberg April 2006 - August 2007
Skills
Equities, Volatility, Equity Derivatives, Market Making, Options, Bloomberg, Volatility Arbitrage, Trading Systems, Quantitative Finance, Electronic Trading, Derivatives, Trading, Trading Strategies, Market Data, Option Pricing Models, Statistical Arbitrage, C++, Python, SQL, Matlab, Linux, Proprietary Trading, Quantitative Analytics, Time Series Analysis
Education
University of California, Los Angeles 2000 — 2006
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology of China 1995 — 2000
Bachelor of Science (B.S.), Physics
Jeff Schiamberg's RBC Capital Markets Experience November 2009 - Present
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
Chandra Kota's RBC Capital Markets Experience 2011 - Present
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2011 - Present
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Risk Management, Market Data, Credit Derivatives, Options
Education
University of Cincinnati 1991 — 1993
M.S, Computer Science
University of Hyderabad
RBC Capital Markets 2011 - Present
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, Trading Systems, Derivatives, Electronic Trading, Equity Derivatives, Risk Management, Market Data, Credit Derivatives, Options
Education
University of Cincinnati 1991 — 1993
M.S, Computer Science
University of Hyderabad
John Valenti's RBC Capital Markets Experience April 2014 - Present
Job RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Nomura Securities November 2009 - November 2013
Nomura December 2009 - December 2010
Lehman Brothers 2000 - 2006
Education
University at Albany, SUNY 1997 — 2000
RBC Capital Markets April 2014 - Present
Nomura Securities November 2009 - November 2013
Nomura December 2009 - December 2010
Lehman Brothers 2000 - 2006
Education
University at Albany, SUNY 1997 — 2000
Raymond Farzan PMP's RBC Capital Markets Experience 2015 - 2015
Job Project Manager at ACE, Inc.
Industry Financial Services
Rajesh Thundil's RBC Capital Markets Experience August 2009 - April 2012
Job Sr. Developer at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities April 2012 - Present
RBC Capital Markets August 2009 - April 2012
Dow Jones March 2008 - August 2009
TAC Worldwide Companies May 2004 - March 2008
NYSE 2005 - 2007
Oracle 2001 - 2004
PricewaterhouseCoopers 1999 - 2000
Tata Electric Companies R&D 1997 - 1999
Skills
Agile Methodologies, Java, SDLC, SQL, Software Project..., Electronic Trading, Trading Systems, Low Latency, Unix, Software Development, SOA, Enterprise Architecture, Business Analysis, Perl, Linux, Market Data, C++
Education
University of Calicut 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Wells Fargo Securities April 2012 - Present
RBC Capital Markets August 2009 - April 2012
Dow Jones March 2008 - August 2009
TAC Worldwide Companies May 2004 - March 2008
NYSE 2005 - 2007
Oracle 2001 - 2004
PricewaterhouseCoopers 1999 - 2000
Tata Electric Companies R&D 1997 - 1999
Skills
Agile Methodologies, Java, SDLC, SQL, Software Project..., Electronic Trading, Trading Systems, Low Latency, Unix, Software Development, SOA, Enterprise Architecture, Business Analysis, Perl, Linux, Market Data, C++
Education
University of Calicut 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Jose Betances's RBC Capital Markets Experience 2005 - 2006
Job Senior .Net Developer at Soros Financial Management
Industry Computer Software
Experience
Soros Financial Management September 2011 - Present
SAC Capital 2005 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
BnP Paribas September 2009 - August 2011
RBC Capital Markets 2005 - 2006
Equiserve Inc. (now Computershare) 1998 - 2000
Skills
Trading Systems, Fixed Income
Education
SUNY at Buffalo 1989 — 1991
MBA, Finance
State University of New York at Buffalo 1982 — 1987
Bachelor's science, Mechanical engineering
Soros Financial Management September 2011 - Present
SAC Capital 2005 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2013 - 2014
BnP Paribas September 2009 - August 2011
RBC Capital Markets 2005 - 2006
Equiserve Inc. (now Computershare) 1998 - 2000
Skills
Trading Systems, Fixed Income
Education
SUNY at Buffalo 1989 — 1991
MBA, Finance
State University of New York at Buffalo 1982 — 1987
Bachelor's science, Mechanical engineering
Frank Vega's RBC Capital Markets Experience May 2013 - Present
Job RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2013 - Present
Piper Jaffray April 2011 - May 2013
Education
University of Southern California - Marshall School of Business 2006 — 2009
M.B.A.
University of California, Davis 1996 — 1998
BA, Political Science
RBC Capital Markets May 2013 - Present
Piper Jaffray April 2011 - May 2013
Education
University of Southern California - Marshall School of Business 2006 — 2009
M.B.A.
University of California, Davis 1996 — 1998
BA, Political Science
Alvin Ropchan's RBC Capital Markets Experience 1987 - 1999
Job Director, Client Relationship at Strategic Information Technology Ltd.
Industry Financial Services
Experience
Strategic Information Technology Ltd. December 2013 - Present
Strategic Information Technology Ltd. June 2011 - November 2013
n/a-freelance December 2010 - February 2011
The Canadian Depository for Securities Limited (CDS) March 2000 - December 2010
RBC Capital Markets 1987 - 1999
Skills
Financial Services, Banking, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Risk Management, Securities, Relationship Management, Capital Markets, Investments, Business Requirements, Business Process..., Fixed Income, Equities, Software Documentation, Change Management, Business Development, Portfolio Management, Vendor Management, PMO, Back Office, Financial Risk, Business Process, Process Improvement, Project Portfolio..., Analysis, Visio, IT Strategy
Education
University of Alberta 1977 — 1980
BA, Economics
Andrew High School
Strategic Information Technology Ltd. December 2013 - Present
Strategic Information Technology Ltd. June 2011 - November 2013
n/a-freelance December 2010 - February 2011
The Canadian Depository for Securities Limited (CDS) March 2000 - December 2010
RBC Capital Markets 1987 - 1999
Skills
Financial Services, Banking, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Risk Management, Securities, Relationship Management, Capital Markets, Investments, Business Requirements, Business Process..., Fixed Income, Equities, Software Documentation, Change Management, Business Development, Portfolio Management, Vendor Management, PMO, Back Office, Financial Risk, Business Process, Process Improvement, Project Portfolio..., Analysis, Visio, IT Strategy
Education
University of Alberta 1977 — 1980
BA, Economics
Andrew High School
Sarah Laird's RBC Capital Markets Experience September 2006 - May 2007
Job Supervisor, Materials Management at CNRL
Industry Oil & Energy
Experience
CNRL March 2013 - Present
Ernst & Young September 2011 - March 2013
Accenture July 2007 - September 2011
Suncor Energy 2008 - 2010
RBC Capital Markets September 2006 - May 2007
Skills
Business Process..., Management Consulting, Change Management, Business Analysis, Process Improvement, Supply Chain Management, Project Management, Business Strategy, Strategic Sourcing, SAP, Supply Chain, Procurement, Materials Management, Business Process, Operations Management, Operational Excellence, Business Planning, Energy, Data Analysis, Business Process Design, PMO, Supply Management, Continuous Improvement, Supply Chain..., Program Management, Project Planning, Process Engineering, Strategy, Business Transformation, Business Process Mapping, Supply Chain Consulting, Performance Management, Performance Improvement, Procure-to-Pay, ERP, Governance, Organizational Design, Outsourcing, Inventory Management
Education
The University of Calgary 2002 — 2007
Bachelor of Commerce, International Business
The University of Calgary 2002 — 2007
Bachelor of Arts, International Relations
CNRL March 2013 - Present
Ernst & Young September 2011 - March 2013
Accenture July 2007 - September 2011
Suncor Energy 2008 - 2010
RBC Capital Markets September 2006 - May 2007
Skills
Business Process..., Management Consulting, Change Management, Business Analysis, Process Improvement, Supply Chain Management, Project Management, Business Strategy, Strategic Sourcing, SAP, Supply Chain, Procurement, Materials Management, Business Process, Operations Management, Operational Excellence, Business Planning, Energy, Data Analysis, Business Process Design, PMO, Supply Management, Continuous Improvement, Supply Chain..., Program Management, Project Planning, Process Engineering, Strategy, Business Transformation, Business Process Mapping, Supply Chain Consulting, Performance Management, Performance Improvement, Procure-to-Pay, ERP, Governance, Organizational Design, Outsourcing, Inventory Management
Education
The University of Calgary 2002 — 2007
Bachelor of Commerce, International Business
The University of Calgary 2002 — 2007
Bachelor of Arts, International Relations
Joshua Shneyderov's RBC Capital Markets Experience May 2004 - June 2008
Job VP, Institutional Fixed Income Sales
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. August 2014 - Present
Ziegler Capital Markets July 2010 - June 2014
DePuy Orthopaedics July 2008 - July 2010
RBC Capital Markets May 2004 - June 2008
Skills
Financial Analysis, Financial Modeling, Investments, Sales, Series 63, Series 7, Valuation, Asset Allocation, Finance, Fixed Income, Mutual Funds
Education
University of Cincinnati 1999 — 2003
BBA, Accounting
Hutchinson, Shockey, Erley & Co. August 2014 - Present
Ziegler Capital Markets July 2010 - June 2014
DePuy Orthopaedics July 2008 - July 2010
RBC Capital Markets May 2004 - June 2008
Skills
Financial Analysis, Financial Modeling, Investments, Sales, Series 63, Series 7, Valuation, Asset Allocation, Finance, Fixed Income, Mutual Funds
Education
University of Cincinnati 1999 — 2003
BBA, Accounting
Holly Amos's RBC Capital Markets Experience September 2002 - Present
Job Sr. Office Administrator at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2002 - Present
Schottenstein Stores Corporation 1995 - 2002
Skills
Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Project Management, Administrative..., Lotus Notes, Fixed Income, Risk Management, Customer Service, Finance, Banking, Microsoft Office, Process Improvement, Financial Reporting, Human Resources, Leadership
Education
University of Cincinnati
RBC Capital Markets September 2002 - Present
Schottenstein Stores Corporation 1995 - 2002
Skills
Outlook, Financial Analysis, Microsoft Excel, PowerPoint, Project Management, Administrative..., Lotus Notes, Fixed Income, Risk Management, Customer Service, Finance, Banking, Microsoft Office, Process Improvement, Financial Reporting, Human Resources, Leadership
Education
University of Cincinnati
Paul Stubbins's RBC Capital Markets Experience June 2007 - 2009
Job Retired
Industry Investment Banking
Experience
Retired June 2009 - Present
RBC Capital Markets June 2007 - 2009
Seasongood & Mayer January 1988 - June 2007
Seasongood & Mayer June 1985 - December 1987
Ernst & Whinney January 1980 - June 1985
International Business Machines May 1972 - December 1979
Education
University of Cincinnati College of Business 1968 — 1972
Retired June 2009 - Present
RBC Capital Markets June 2007 - 2009
Seasongood & Mayer January 1988 - June 2007
Seasongood & Mayer June 1985 - December 1987
Ernst & Whinney January 1980 - June 1985
International Business Machines May 1972 - December 1979
Education
University of Cincinnati College of Business 1968 — 1972
Jerry Stone's RBC Capital Markets Experience October 2007 - August 2011
Job Director of Underwriting at Red Stone Equity Partners
Industry Investment Banking
Experience
Red Stone Equity Partners, LLC August 2011 - Present
RBC Capital Markets October 2007 - August 2011
Capmark May 2005 - October 2007
Checksmart April 2004 - May 2005
McGuire Properties / TCN Worldwide December 1999 - December 2004
Equis Corporation September 1998 - December 1999
Colliers Turley Martin Tucker March 1997 - September 1997
Skills
Risk Management, Construction, Real Estate Economics, Commercial Real Estate, Asset Management, Real Estate, Financial Analysis, Affordable Housing, Asset Managment, Real Estate Development
Education
Capital University 2010 — 2012
MBA
University of Cincinnati 1993 — 1998
BBA, Marketing - Real Estate
Woodsfield High School 1989 — 1993
Red Stone Equity Partners, LLC August 2011 - Present
RBC Capital Markets October 2007 - August 2011
Capmark May 2005 - October 2007
Checksmart April 2004 - May 2005
McGuire Properties / TCN Worldwide December 1999 - December 2004
Equis Corporation September 1998 - December 1999
Colliers Turley Martin Tucker March 1997 - September 1997
Skills
Risk Management, Construction, Real Estate Economics, Commercial Real Estate, Asset Management, Real Estate, Financial Analysis, Affordable Housing, Asset Managment, Real Estate Development
Education
Capital University 2010 — 2012
MBA
University of Cincinnati 1993 — 1998
BBA, Marketing - Real Estate
Woodsfield High School 1989 — 1993
Aaron Switz's RBC Capital Markets Experience May 1996 - December 1998
Job Founder & CEO at Yogurt Lab, Agra Culture Kitchen & Press, Sotarol, & COFounder at MAS Partners, LLC
Industry Investment Management
Experience
Pentwater Capital Management lp October 2008 - February 2013
Deephaven Capital Management December 1998 - August 2008
RBC Capital Markets May 1996 - December 1998
RBC Dain Rauscher May 1995 - August 1995
RBC Dain Rauscher May 1994 - August 1994
Skills
Equities, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments, Options, Derivatives, Securities, Trading, Asset Allocation, Swaps, Financial Analysis, Due Diligence, Equity Research, Series 7, Investment Management, Mergers & Acquisitions, Retail Category..., Franchising
Education
University of Arizona 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Pentwater Capital Management lp October 2008 - February 2013
Deephaven Capital Management December 1998 - August 2008
RBC Capital Markets May 1996 - December 1998
RBC Dain Rauscher May 1995 - August 1995
RBC Dain Rauscher May 1994 - August 1994
Skills
Equities, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments, Options, Derivatives, Securities, Trading, Asset Allocation, Swaps, Financial Analysis, Due Diligence, Equity Research, Series 7, Investment Management, Mergers & Acquisitions, Retail Category..., Franchising
Education
University of Arizona 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Robert Boulet's RBC Capital Markets Experience 2005 - Present
Job Manager, Business Analysis at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2005 - Present
BMO Nesbitt Burns 1997 - 2005
TD Bank 1996 - 1997
Manulife Financial 1988 - 1996
Alberta Treasury 1982 - 1988
Skills
Equities, Derivatives, Fixed Income, Middle Office, Credit Derivatives, Credit, Market Data, Back Office, Electronic Trading, Securities, Capital Markets, Equity Derivatives, Trading, Settlement, Options, Market Risk, Trading Systems, FX trading, Money Market, Prime Brokerage, FX Options, Interest Rate..., Bloomberg, Foreign Exchange
Education
University of Calgary
RBC Capital Markets 2005 - Present
BMO Nesbitt Burns 1997 - 2005
TD Bank 1996 - 1997
Manulife Financial 1988 - 1996
Alberta Treasury 1982 - 1988
Skills
Equities, Derivatives, Fixed Income, Middle Office, Credit Derivatives, Credit, Market Data, Back Office, Electronic Trading, Securities, Capital Markets, Equity Derivatives, Trading, Settlement, Options, Market Risk, Trading Systems, FX trading, Money Market, Prime Brokerage, FX Options, Interest Rate..., Bloomberg, Foreign Exchange
Education
University of Calgary
chris modene's RBC Capital Markets Experience 1999 - 2007
Job Institutional Sales Trader/Market Maker
Industry Financial Services
Experience
Feltl and Company 2011 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Kenwood Capital Management 2007 - 2009
RBC Capital Markets 1999 - 2007
Timber Hill, LLC March 1996 - March 1999
Education
Osseo
Osseo
University of California, Berkeley
Feltl and Company 2011 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
Kenwood Capital Management 2007 - 2009
RBC Capital Markets 1999 - 2007
Timber Hill, LLC March 1996 - March 1999
Education
Osseo
Osseo
University of California, Berkeley
Scott Muchowski's RBC Capital Markets Experience 2009 - 2011
Job MBA, PMP
Industry Oil & Energy
Experience
RBC Capital Markets 2009 - 2011
Nexen Inc. 2007 - 2009
Enbridge 2005 - 2007
zed.i solutions inc 2001 - 2005
Skills
Requirements Analysis, Trading, Analysis, Business Analysis, Testing, Equities, Derivatives, Risk, Business Requirements, Fixed Income, Documentation, FX, Compliance, User Acceptance Testing, Banking, Risk Management, Capital Markets, Credit, Asset, Business Process, Integration, Securities, Change Management, Investments, Swaps, Middle Office, Market Risk, Customer Relations, Planning, Loans, Credit Risk, Commodities, Program Management, Financial Risk, Software Documentation, Customer Service, Management, Financial Analysis
Education
The University of Calgary 2007 — 2009
MBA, Executive, 3.6
RBC Capital Markets 2009 - 2011
Nexen Inc. 2007 - 2009
Enbridge 2005 - 2007
zed.i solutions inc 2001 - 2005
Skills
Requirements Analysis, Trading, Analysis, Business Analysis, Testing, Equities, Derivatives, Risk, Business Requirements, Fixed Income, Documentation, FX, Compliance, User Acceptance Testing, Banking, Risk Management, Capital Markets, Credit, Asset, Business Process, Integration, Securities, Change Management, Investments, Swaps, Middle Office, Market Risk, Customer Relations, Planning, Loans, Credit Risk, Commodities, Program Management, Financial Risk, Software Documentation, Customer Service, Management, Financial Analysis
Education
The University of Calgary 2007 — 2009
MBA, Executive, 3.6
Dylan Scott-Dawkins's RBC Capital Markets Experience November 2014 - July 2015
Job Developer
Industry Computer Software
Experience
RBC Capital Markets November 2014 - July 2015
IGIndex January 2010 - September 2014
Qatar Petroleum September 2006 - October 2009
Absa May 2006 - October 2006
SABMiller September 2005 - May 2006
HealthBridge January 2004 - August 2005
Secureworx 2002 - 2003
Skills
Java, SAP, Integration, Management, ABAP, SQL, Oracle, Requirements Analysis, Business Analysis, Solution Architecture, Software Project..., Agile Methodologies, Business Intelligence, Microsoft SQL Server, Java Enterprise Edition, UML, SOA, SDLC
Education
University of the Witwatersrand 2001 — 2001
BSc Hons, Computer Science, First Class (Distinction)
University of the Witwatersrand 1998 — 2000
BSc, Computer Science, Comptational and Applied Mathematics
st benedicts 1992 — 1997
High School, High school
University of Cambridge 1995 — 1995
High School, IGCSE, A
Univeristy of Pretoria
Master’s Degree, Multi-Modal Particle Swarm Optimization, Incomplete
RBC Capital Markets November 2014 - July 2015
IGIndex January 2010 - September 2014
Qatar Petroleum September 2006 - October 2009
Absa May 2006 - October 2006
SABMiller September 2005 - May 2006
HealthBridge January 2004 - August 2005
Secureworx 2002 - 2003
Skills
Java, SAP, Integration, Management, ABAP, SQL, Oracle, Requirements Analysis, Business Analysis, Solution Architecture, Software Project..., Agile Methodologies, Business Intelligence, Microsoft SQL Server, Java Enterprise Edition, UML, SOA, SDLC
Education
University of the Witwatersrand 2001 — 2001
BSc Hons, Computer Science, First Class (Distinction)
University of the Witwatersrand 1998 — 2000
BSc, Computer Science, Comptational and Applied Mathematics
st benedicts 1992 — 1997
High School, High school
University of Cambridge 1995 — 1995
High School, IGCSE, A
Univeristy of Pretoria
Master’s Degree, Multi-Modal Particle Swarm Optimization, Incomplete
Graeme Bath, CFA's RBC Capital Markets Experience October 2012 - Present
Job Director at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets October 2012 - Present
Nomura Securities November 2009 - October 2012
Nomura International Plc September 2008 - October 2009
Lehman Brothers April 2007 - September 2008
Education
Wits Business School 2006 — 2006
Management
University of Cape Town 2001 — 2005
BSc. Engineering, Electro-Mechanical Engineering
RBC Capital Markets October 2012 - Present
Nomura Securities November 2009 - October 2012
Nomura International Plc September 2008 - October 2009
Lehman Brothers April 2007 - September 2008
Education
Wits Business School 2006 — 2006
Management
University of Cape Town 2001 — 2005
BSc. Engineering, Electro-Mechanical Engineering
Scott Meier's RBC Capital Markets Experience January 2007 - October 2008
Job Delivery Manager at Fidessa Corporation
Industry Capital Markets
Experience
Fidessa Corporation December 2008 - December 2012
RBC Capital Markets January 2007 - October 2008
Carlin Financial Group October 2000 - December 2006
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Order Management, Capital Markets, Integration, Financial Markets, Options, Middle Office, Equity Trading, Trading, Derivatives
Education
University at Buffalo 1991 — 1996
Fidessa Corporation December 2008 - December 2012
RBC Capital Markets January 2007 - October 2008
Carlin Financial Group October 2000 - December 2006
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Order Management, Capital Markets, Integration, Financial Markets, Options, Middle Office, Equity Trading, Trading, Derivatives
Education
University at Buffalo 1991 — 1996
Dante Conti's RBC Capital Markets Experience August 2014 - Present
Job IB at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
SBS April 2009 - December 2013
Banc of America Securities June 2006 - April 2009
Skills
Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Asset Management, Valuation, Bloomberg, Series 7, Alternative Investments, Derivatives, Portfolio Management, Securities, Series 63, Municipal Bonds, Convertible Bonds, High Yield Bonds
Education
University of Arizona, Eller College of Management
BS, Finance
RBC Capital Markets August 2014 - Present
SBS April 2009 - December 2013
Banc of America Securities June 2006 - April 2009
Skills
Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Asset Management, Valuation, Bloomberg, Series 7, Alternative Investments, Derivatives, Portfolio Management, Securities, Series 63, Municipal Bonds, Convertible Bonds, High Yield Bonds
Education
University of Arizona, Eller College of Management
BS, Finance
Mazhar Pirani's RBC Capital Markets Experience March 2013 - October 2014
Job Consultant
Industry Computer Software
Experience
Scotiabank October 2014 - Present
RBC Capital Markets March 2013 - October 2014
LoyaltyOne April 2009 - March 2013
IBM Canada July 2000 - February 2009
Skills
Agile Methodologies, SDLC, Quality Center, SQL, Test Automation, Unix, Regression Testing, Java, Testing, Requirements Analysis, Test Planning, Quality Assurance, QTP, User Acceptance Testing, XML, System Testing, ETFs, Websphere, Test Management, Manual Testing
Education
University of Calgary 1995 — 2000
B.Sc, Electrical Engineering
CFA Institute
Canadian Securities Institute
Scotiabank October 2014 - Present
RBC Capital Markets March 2013 - October 2014
LoyaltyOne April 2009 - March 2013
IBM Canada July 2000 - February 2009
Skills
Agile Methodologies, SDLC, Quality Center, SQL, Test Automation, Unix, Regression Testing, Java, Testing, Requirements Analysis, Test Planning, Quality Assurance, QTP, User Acceptance Testing, XML, System Testing, ETFs, Websphere, Test Management, Manual Testing
Education
University of Calgary 1995 — 2000
B.Sc, Electrical Engineering
CFA Institute
Canadian Securities Institute
Brian Newmarch, CFA's RBC Capital Markets Experience 2005 - 2006
Job Director, Capital Markets at Seven Generations Energy
Industry Oil & Energy
Experience
Seven Generations Energy June 2015 - Present
Seven Generations Energy November 2014 - June 2015
Credit Suisse 2012 - July 2014
Citi January 2011 - May 2012
Citi 2007 - 2011
RBC Capital Markets 2005 - 2006
ARC Resources Ltd. 2003 - 2005
Skills
Fixed Income, Financial Risk, Energy Markets, Risk Management, Equity Research, Commodity, Bloomberg, Investment Banking, Equities, Derivatives, Options, Hedging, Financial Analysis, Corporate Finance, Capital Markets, Trading, Swaps, Financial Modeling, Commodity Markets, Portfolio Management, Valuation
Education
CFA Institute
CFA
University of Calgary
BComm, Finance
Seven Generations Energy June 2015 - Present
Seven Generations Energy November 2014 - June 2015
Credit Suisse 2012 - July 2014
Citi January 2011 - May 2012
Citi 2007 - 2011
RBC Capital Markets 2005 - 2006
ARC Resources Ltd. 2003 - 2005
Skills
Fixed Income, Financial Risk, Energy Markets, Risk Management, Equity Research, Commodity, Bloomberg, Investment Banking, Equities, Derivatives, Options, Hedging, Financial Analysis, Corporate Finance, Capital Markets, Trading, Swaps, Financial Modeling, Commodity Markets, Portfolio Management, Valuation
Education
CFA Institute
CFA
University of Calgary
BComm, Finance
Gordon Ritchie's RBC Capital Markets Experience November 1979 - Present
Job Vice Chairman at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 1979 - Present
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Private Equity, Valuation, LBO, Derivatives, Hedge Funds, Corporate Finance, Financial Modeling, Private Placements, Venture Capital, Mergers & Acquisitions, Electronic Trading
Education
Western University 1975 — 1977
Masters of Business Administration
University of Alberta 1972 — 1975
Bachelor of Economics
RBC Capital Markets November 1979 - Present
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Private Equity, Valuation, LBO, Derivatives, Hedge Funds, Corporate Finance, Financial Modeling, Private Placements, Venture Capital, Mergers & Acquisitions, Electronic Trading
Education
Western University 1975 — 1977
Masters of Business Administration
University of Alberta 1972 — 1975
Bachelor of Economics
santhosh konduri's RBC Capital Markets Experience May 2005 - April 2009
Job Market Data Architect at Investment Tech. Group
Industry Information Technology and Services
Experience
ITG August 2009 - March 2010
RBC Capital Markets May 2005 - April 2009
JPMorgan Chase August 2004 - April 2005
THOMPSON December 2003 - August 2004
Merrill Lynch 2002 - 2002
jp morganchase 2000 - 2002
Pinnacle Systems 1997 - 2002
chase manhattan 1997 - 2000
Skills
Fixed Income, Interest Rate..., Options, SDLC, Equity Derivatives, Stock Trading
Education
University of Alabama 1992 — 1995
MS, computer science
ITG August 2009 - March 2010
RBC Capital Markets May 2005 - April 2009
JPMorgan Chase August 2004 - April 2005
THOMPSON December 2003 - August 2004
Merrill Lynch 2002 - 2002
jp morganchase 2000 - 2002
Pinnacle Systems 1997 - 2002
chase manhattan 1997 - 2000
Skills
Fixed Income, Interest Rate..., Options, SDLC, Equity Derivatives, Stock Trading
Education
University of Alabama 1992 — 1995
MS, computer science
Suzette Auyeung's RBC Capital Markets Experience November 2011 - March 2013
Job Senior Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2013 - Present
RBC Capital Markets November 2011 - March 2013
RBC Capital Markets May 2011 - November 2011
AMP December 2010 - June 2011
Recommind September 2008 - October 2010
Ernst & Young 2005 - 2008
Skills
Financial Analysis, Auditing, Financial Accounting, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Controls, GAAP
Education
University of California, Los Angeles
Bachelors, Economics, Accounting
University of Virginia
Masters, Accounting
Morgan Stanley August 2013 - Present
RBC Capital Markets November 2011 - March 2013
RBC Capital Markets May 2011 - November 2011
AMP December 2010 - June 2011
Recommind September 2008 - October 2010
Ernst & Young 2005 - 2008
Skills
Financial Analysis, Auditing, Financial Accounting, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Controls, GAAP
Education
University of California, Los Angeles
Bachelors, Economics, Accounting
University of Virginia
Masters, Accounting
David Mak's RBC Capital Markets Experience June 2010 - January 2015
Job various positions in Internal Audit, Risk Management and Finance at RBC
Industry Banking
Experience
RBC Capital Markets June 2010 - January 2015
RBC December 1997 - May 2010
KPMG Peat Marwick 1986 - 1989
Skills
Capital Markets, Financial Risk, Financial Modeling, Basel II, Change Management, Credit Risk, Market Risk, Derivatives
Education
University of Cambridge 1983 — 1986
MA, Computer Science
Queens College Taunton 1978 — 1983
RBC Capital Markets June 2010 - January 2015
RBC December 1997 - May 2010
KPMG Peat Marwick 1986 - 1989
Skills
Capital Markets, Financial Risk, Financial Modeling, Basel II, Change Management, Credit Risk, Market Risk, Derivatives
Education
University of Cambridge 1983 — 1986
MA, Computer Science
Queens College Taunton 1978 — 1983
Scott Stickland, CFA's RBC Capital Markets Experience 2010 - 2013
Job Corporate Development and Strategy at Parkland Fuel Corporation
Industry Oil & Energy
Experience
Parkland Fuel Corporation 2013 - Present
RBC Capital Markets 2010 - 2013
Genuity Capital Markets 2008 - 2010
Skills
Investment Banking, Oil & Gas Industry, Equity Research, Capital Markets, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Private Placements, Equity Valuation, Equities, Private Equity, IPO, Due Diligence, M&A experience, DCF, Corporate Development, Mergers, Consulting, Investor Relations, Mergers & Acquisitions, Deal Execution, Negotiation, Strategy, Team Leadership, Management, Mentoring, Oil & Gas, Value Investing
Education
University of Calgary
BCOM, Finance
Parkland Fuel Corporation 2013 - Present
RBC Capital Markets 2010 - 2013
Genuity Capital Markets 2008 - 2010
Skills
Investment Banking, Oil & Gas Industry, Equity Research, Capital Markets, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Private Placements, Equity Valuation, Equities, Private Equity, IPO, Due Diligence, M&A experience, DCF, Corporate Development, Mergers, Consulting, Investor Relations, Mergers & Acquisitions, Deal Execution, Negotiation, Strategy, Team Leadership, Management, Mentoring, Oil & Gas, Value Investing
Education
University of Calgary
BCOM, Finance
Sarah Bruemmer's RBC Capital Markets Experience January 2013 - November 2014
Job Risk Analyst at IGS Energy
Industry Financial Services
Experience
IGS Energy December 2014 - Present
RBC Capital Markets January 2013 - November 2014
Fisher & Shapiro LLC October 2012 - December 2012
U.S. Bank October 2011 - October 2012
U.S. Bank June 2011 - October 2011
US Bank September 2009 - June 2011
Skills
Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, Transactional Analysis, Microsoft Office, Business Metrics, Risk Assessment, Merchandise Planning, Budget Projections, Analytics, Team Building, Banking, Management, Word, PowerPoint, Microsoft Excel, Training, Coaching, Loans, Public Speaking, Training Delivery, Critical Thinking, Program Development, Time Management, Leadership
Education
University of Cincinnati
Bacherlors of Arts and Sciences, Communication, Public Relations
IGS Energy December 2014 - Present
RBC Capital Markets January 2013 - November 2014
Fisher & Shapiro LLC October 2012 - December 2012
U.S. Bank October 2011 - October 2012
U.S. Bank June 2011 - October 2011
US Bank September 2009 - June 2011
Skills
Financial Analysis, Financial Forecasting, Financial Modeling, Financial Reporting, Transactional Analysis, Microsoft Office, Business Metrics, Risk Assessment, Merchandise Planning, Budget Projections, Analytics, Team Building, Banking, Management, Word, PowerPoint, Microsoft Excel, Training, Coaching, Loans, Public Speaking, Training Delivery, Critical Thinking, Program Development, Time Management, Leadership
Education
University of Cincinnati
Bacherlors of Arts and Sciences, Communication, Public Relations
Hillary Higgins's RBC Capital Markets Experience October 2008 - October 2009
Job Passionate about finance, excel, traveling, family and life.
Industry Financial Services
Experience
Brookfield Asset Management April 2010 - Present
RBC Capital Markets October 2008 - October 2009
Education
University of Alberta 2003 — 2007
Commerce, Finance
Brookfield Asset Management April 2010 - Present
RBC Capital Markets October 2008 - October 2009
Education
University of Alberta 2003 — 2007
Commerce, Finance
Sharon Lennon's RBC Capital Markets Experience 2004 - 2005
Job Conseiller / Advisor, Fidelity Bonding and Directors and Officer’s Insurance at Intact Financial Corporation
Industry Insurance
Experience
Intact Financial Corporation August 2010 - Present
RBC Capital Markets 2004 - 2005
Olympus United Funds January 2003 - April 2004
Bank of Ireland January 2002 - January 2003
Liberty International Underwriters March 1996 - September 2000
CIBC Group Insurance (The Personal) January 1994 - March 1996
Skills
Valuation, Insurance, Financial Analysis, Underwriting, Financial Modeling, Risk Management, Business Planning, Strategy, Hedge Funds, Management Consulting, Negotiation, Management, Business Development, Due Diligence, Claim, Accounting, Liability, Start-ups, New Business Development
Education
University College Dublin 2000 — 2001
MBA
sacred heart
Intact Financial Corporation August 2010 - Present
RBC Capital Markets 2004 - 2005
Olympus United Funds January 2003 - April 2004
Bank of Ireland January 2002 - January 2003
Liberty International Underwriters March 1996 - September 2000
CIBC Group Insurance (The Personal) January 1994 - March 1996
Skills
Valuation, Insurance, Financial Analysis, Underwriting, Financial Modeling, Risk Management, Business Planning, Strategy, Hedge Funds, Management Consulting, Negotiation, Management, Business Development, Due Diligence, Claim, Accounting, Liability, Start-ups, New Business Development
Education
University College Dublin 2000 — 2001
MBA
sacred heart
David Berschl's RBC Capital Markets Experience April 2010 - Present
Job VP FX at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2010 - Present
Berschl Asset Management May 2008 - May 2010
UBS Commodities Canada Ltd. April 2007 - February 2008
UBS Commodities Canada Ltd April 2007 - February 2008
RBC Capital Markets January 1995 - March 2007
RBC Capital Markets January 1995 - March 2007
Bank of Montreal January 1990 - January 1995
Royal Bank of Canada January 1987 - January 1990
Royal Bank of Canada January 1985 - January 1987
Skills
Derivatives, Swaps, FX, Commodities, Risk Management, Currency, Banking, Options, Financial Risk, Hedging, FX Options, Commodity, Interest Rate..., Capital Markets, Electronic Trading, Bonds, Management, Fixed Income, Trading, Commodity Markets, Energy, Equities, Foreign Exchange, Credit, Commercial Banking, Traders, Structured Finance, Mergers & Acquisitions, Securities, Credit Derivatives, Money Market
Education
Canadian Securities Institute 2003 — 2004
DMS, Derivatives Market Specialist
University of Calgary 1980 — 1984
BComm, Finance/Marketing
University of Calgary
Bachelor of Commerce, Finance/Marketing
Canadian Securities Institute2004
RBC Capital Markets April 2010 - Present
Berschl Asset Management May 2008 - May 2010
UBS Commodities Canada Ltd. April 2007 - February 2008
UBS Commodities Canada Ltd April 2007 - February 2008
RBC Capital Markets January 1995 - March 2007
RBC Capital Markets January 1995 - March 2007
Bank of Montreal January 1990 - January 1995
Royal Bank of Canada January 1987 - January 1990
Royal Bank of Canada January 1985 - January 1987
Skills
Derivatives, Swaps, FX, Commodities, Risk Management, Currency, Banking, Options, Financial Risk, Hedging, FX Options, Commodity, Interest Rate..., Capital Markets, Electronic Trading, Bonds, Management, Fixed Income, Trading, Commodity Markets, Energy, Equities, Foreign Exchange, Credit, Commercial Banking, Traders, Structured Finance, Mergers & Acquisitions, Securities, Credit Derivatives, Money Market
Education
Canadian Securities Institute 2003 — 2004
DMS, Derivatives Market Specialist
University of Calgary 1980 — 1984
BComm, Finance/Marketing
University of Calgary
Bachelor of Commerce, Finance/Marketing
Canadian Securities Institute2004
Shek (Caesar) Chow's RBC Capital Markets Experience October 2010 - August 2011
Job HP NonStop (Tandem) Developer
Industry Banking
Experience
RBC Capital Markets October 2010 - August 2011
RBC August 2008 - February 2010
RBC Captial Market June 2005 - June 2008
Bank of Montreal January 1998 - June 2005
SNS System Inc. (now part of Emergis/Telus) November 1994 - December 1997
Education
University of Alberta
B.Sc.
RBC Capital Markets October 2010 - August 2011
RBC August 2008 - February 2010
RBC Captial Market June 2005 - June 2008
Bank of Montreal January 1998 - June 2005
SNS System Inc. (now part of Emergis/Telus) November 1994 - December 1997
Education
University of Alberta
B.Sc.
Chase Moore's RBC Capital Markets Experience January 2013 - August 2014
Job Advisor, Hedging & Analysis
Industry Capital Markets
Experience
Keyera August 2014 - Present
RBC Capital Markets January 2013 - August 2014
RBC Capital Markets December 2010 - February 2013
Suncor Energy May 2009 - December 2010
Education
University of Calgary 2006 — 2009
BComm, Business
Keyera August 2014 - Present
RBC Capital Markets January 2013 - August 2014
RBC Capital Markets December 2010 - February 2013
Suncor Energy May 2009 - December 2010
Education
University of Calgary 2006 — 2009
BComm, Business
Scott McManaman's RBC Capital Markets Experience 2008 - 2009
Job Commercial Analyst at Talisman Energy
Industry Oil & Energy
Experience
Talisman Energy September 2010 - Present
RBC Capital Markets 2008 - 2009
Top Shelf Capital January 2007 - April 2008
Education
The University of Calgary 2002 — 2005
BA, Economics - Applied Energy
Talisman Energy September 2010 - Present
RBC Capital Markets 2008 - 2009
Top Shelf Capital January 2007 - April 2008
Education
The University of Calgary 2002 — 2005
BA, Economics - Applied Energy
Mains, Norman's RBC Capital Markets Experience April 1999 - September 2007
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
Frederique de Kok's RBC Capital Markets Experience August 2005 - January 2007
Job Portfolio Manager Emerging Market Debt
Industry Investment Management
Experience
Hartford Investment Management January 2012 - Present
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets August 2005 - January 2007
Morgan Joseph December 2001 - July 2005
EzGov January 2000 - March 2001
Gulf International Bank 1995 - 2000
Education
University of Oxford 1993 — 1995
MLitt, Political Economy
University of Amsterdam 1987 — 1993
Drs, Economie
Gymnasium Camphusianum
Hartford Investment Management January 2012 - Present
Hartford Investment Management May 2007 - January 2012
RBC Capital Markets August 2005 - January 2007
Morgan Joseph December 2001 - July 2005
EzGov January 2000 - March 2001
Gulf International Bank 1995 - 2000
Education
University of Oxford 1993 — 1995
MLitt, Political Economy
University of Amsterdam 1987 — 1993
Drs, Economie
Gymnasium Camphusianum
Richard Cashman's RBC Capital Markets Experience April 2007 - February 2014
Job Managing Director Institutional Equity Trading at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2007 - February 2014
Jefferies & Company September 1986 - February 2007
Education
University of Central Florida
Business Administration and Management, General
RBC Capital Markets April 2007 - February 2014
Jefferies & Company September 1986 - February 2007
Education
University of Central Florida
Business Administration and Management, General
James Scilacci's RBC Capital Markets Experience July 2012 - May 2014
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Morgan Stanley June 2014 - Present
RBC Capital Markets July 2012 - May 2014
Credit Suisse July 2010 - July 2012
Western Asset Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Mergers, Renewable Energy, Leveraged Finance, Utilities, Power, Investments, Mergers & Acquisitions, Project Finance, Equities, Investment Banking, Analysis, Capital Markets, Bloomberg, Finance
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts, Economics
Michael Tran's RBC Capital Markets Experience April 2015 - Present
Job Director, Energy Strategist at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2015 - Present
CIBC World Markets February 2011 - March 2015
CIBC World Markets February 2009 - January 2011
UBS Investment Bank January 2008 - December 2008
BP April 2006 - August 2006
Education
University of Alberta
RBC Capital Markets April 2015 - Present
CIBC World Markets February 2011 - March 2015
CIBC World Markets February 2009 - January 2011
UBS Investment Bank January 2008 - December 2008
BP April 2006 - August 2006
Education
University of Alberta
Akbar Badri's RBC Capital Markets Experience July 2012 - Present
Job Institutional Equity Sales & Trading at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2012 - Present
Skills
Financial Analysis, Capital IQ, Corporate Finance, Valuation, Financial Modeling, Equity Research, Trading, Investments, Bloomberg, Business Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Deans List
Sydenham College of Commerce and Economics 2006 — 2008
Master of Commerce, Deans List
H.R. College of Commerce and Economics
Bachelor of Commerce (B.Com.)
University of Cambridge
International Business
RBC Capital Markets July 2012 - Present
Skills
Financial Analysis, Capital IQ, Corporate Finance, Valuation, Financial Modeling, Equity Research, Trading, Investments, Bloomberg, Business Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Deans List
Sydenham College of Commerce and Economics 2006 — 2008
Master of Commerce, Deans List
H.R. College of Commerce and Economics
Bachelor of Commerce (B.Com.)
University of Cambridge
International Business
Andy Ansel's RBC Capital Markets Experience May 2011 - Present
Job Trader
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
Srinivas Gopalan's RBC Capital Markets Experience June 2006 - February 2008
Job QA Lead
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Citigroup Inc March 2008 - May 2011
RBC Capital Markets June 2006 - February 2008
RoyalBlue Financial August 2004 - June 2006
Dendrite International January 2002 - August 2004
Citigroup Inc April 1998 - January 2002
Skills
Trading Systems, Quality Assurance, Testing, Quality Center, QTP, SDLC, Defect Tracking, Test Strategy, Test Planning, Test Management
Education
University of Bridgeport 1996 — 1998
Master of Science, Electrical, Electronics and Communications Engineering
Madurai University 1992 — 1996
Bachelor, Engineering
Merrill Lynch June 2011 - Present
Citigroup Inc March 2008 - May 2011
RBC Capital Markets June 2006 - February 2008
RoyalBlue Financial August 2004 - June 2006
Dendrite International January 2002 - August 2004
Citigroup Inc April 1998 - January 2002
Skills
Trading Systems, Quality Assurance, Testing, Quality Center, QTP, SDLC, Defect Tracking, Test Strategy, Test Planning, Test Management
Education
University of Bridgeport 1996 — 1998
Master of Science, Electrical, Electronics and Communications Engineering
Madurai University 1992 — 1996
Bachelor, Engineering
Victor Vun's RBC Capital Markets Experience July 2012 - Present
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2012 - Present
RBC Capital Markets October 2010 - July 2012
Nexen Inc. May 2007 - October 2010
Education
University of Alberta 2002 — 2007
B.Sc, Engineering
RBC Capital Markets July 2012 - Present
RBC Capital Markets October 2010 - July 2012
Nexen Inc. May 2007 - October 2010
Education
University of Alberta 2002 — 2007
B.Sc, Engineering
Phil Yu, CFA's RBC Capital Markets Experience January 2012 - Present
Job Product Controller MBS at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets January 2012 - Present
C12 Capital Management September 2009 - November 2011
Barclays Capital May 2007 - September 2009
JPMorgan Chase March 2006 - May 2007
Morgan Stanley September 2004 - March 2006
JPMorgan Chase June 2000 - September 2004
Skills
Fixed Income
Education
SUNY Albany
BS, Finance
RBC Capital Markets January 2012 - Present
C12 Capital Management September 2009 - November 2011
Barclays Capital May 2007 - September 2009
JPMorgan Chase March 2006 - May 2007
Morgan Stanley September 2004 - March 2006
JPMorgan Chase June 2000 - September 2004
Skills
Fixed Income
Education
SUNY Albany
BS, Finance
Jeff Prentice's RBC Capital Markets Experience August 2003 - February 2008
Job VicePresident at ARC Financial Corp.
Industry Venture Capital & Private Equity
Experience
ARC Financial Corp. March 2008 - Present
RBC Capital Markets August 2003 - February 2008
RBC Capital Markets July 2001 - July 2003
Education
University of Alberta 1997 — 2001
BCOM, Finance, Economics
ARC Financial Corp. March 2008 - Present
RBC Capital Markets August 2003 - February 2008
RBC Capital Markets July 2001 - July 2003
Education
University of Alberta 1997 — 2001
BCOM, Finance, Economics
Ben Hwangbo's RBC Capital Markets Experience March 2015 - Present
Job Risk Analyst
Industry Capital Markets
Experience
RBC Capital Markets March 2015 - Present
Credit Union Central Alberta August 2013 - February 2015
TD CANADA TRUST 2012 - February 2015
Cervus Equipment Corporation 2012 - September 2013
Ernst & Young, AB September 2011 - 2012
Skills
Strategic Financial..., Accounts Payable, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, PeopleSoft, Financial Accounting, General Ledger, Microsoft Excel, Financial Analysis, Access, Internal Controls, Account Reconciliation, Variance Analysis, Financial Statements, Banking, Outlook, Accruals, Managerial Finance, Management Accounting, Financial Modeling, Finance, IFRS, Analysis, Budgets
Education
Haskayne School of Business, University of Calgary2006 - 2011 2006 — 2011
Bachelor of Commerce, Accounting
The University of Calgary 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting
CFA Institute
RBC Capital Markets March 2015 - Present
Credit Union Central Alberta August 2013 - February 2015
TD CANADA TRUST 2012 - February 2015
Cervus Equipment Corporation 2012 - September 2013
Ernst & Young, AB September 2011 - 2012
Skills
Strategic Financial..., Accounts Payable, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, PeopleSoft, Financial Accounting, General Ledger, Microsoft Excel, Financial Analysis, Access, Internal Controls, Account Reconciliation, Variance Analysis, Financial Statements, Banking, Outlook, Accruals, Managerial Finance, Management Accounting, Financial Modeling, Finance, IFRS, Analysis, Budgets
Education
Haskayne School of Business, University of Calgary2006 - 2011 2006 — 2011
Bachelor of Commerce, Accounting
The University of Calgary 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting
CFA Institute
Mark Solis's RBC Capital Markets Experience August 2013 - Present
Job Institutional Sales Assistant at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2013 - Present
Merrill Lynch May 2007 - April 2012
Big 5 Sporting Goods November 2006 - April 2007
Contra Costa Times February 2006 - June 2006
Valley Yellow Pages January 2005 - January 2006
Skills
Fixed Income, Investments, Series 7
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
RBC Capital Markets August 2013 - Present
Merrill Lynch May 2007 - April 2012
Big 5 Sporting Goods November 2006 - April 2007
Contra Costa Times February 2006 - June 2006
Valley Yellow Pages January 2005 - January 2006
Skills
Fixed Income, Investments, Series 7
Education
UC Irvine 1999 — 2003
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
George R. Chen's RBC Capital Markets Experience August 2011 - July 2012
Job Venture Capitalist
Industry Venture Capital & Private Equity
Experience
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
Jennifer Hsui's RBC Capital Markets Experience May 2003 - January 2006
Job Managing Director, Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors (acquired by BlackRock in 2009) January 2008 - December 2009
Barclays Global Investors February 2006 - January 2008
RBC Capital Markets May 2003 - January 2006
Salomon Smith Barney March 2001 - May 2003
Deutsche Bank June 2000 - March 2001
Skills
Portfolio Management, Index Funds, Domestic equities, International equities, Emerging Markets, ETFs, Team Leadership, Equities
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree, Biology and Economics
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors (acquired by BlackRock in 2009) January 2008 - December 2009
Barclays Global Investors February 2006 - January 2008
RBC Capital Markets May 2003 - January 2006
Salomon Smith Barney March 2001 - May 2003
Deutsche Bank June 2000 - March 2001
Skills
Portfolio Management, Index Funds, Domestic equities, International equities, Emerging Markets, ETFs, Team Leadership, Equities
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree, Biology and 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