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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RBC Capital Markets Employees
CanDeal 2008 - Present
Canadian Foundation for AIDS Research 2008 - 2014
RBC Capital Markets 2004 - 2008
RBC Capital Markets 2002 - 2004
RBC Capital Markets 1999 - 2002
RBC Dominion Securities 1997 - 1999
Skills
Electronic Trading, Bonds, Trading, Capital Markets, Investments, Market Data, Structured Products, Swaps, Credit Derivatives, Series 7, Private Pilot, Money Market, Alternative Investments, Risk Management, Financial Risk, Financial Markets, Hedge Funds, Hedging, Strategy, Fixed Income, Equity Derivatives, Rates, Interest Rate Swaps, Equities, Securities, Mutual Funds, Strategic Partnerships, Asset Management, Trading Strategies, Commodity, Currency, Portfolio Management, FX trading, Interest Rate..., Investment Management, Prime Brokerage, ETFs
Education
University of Guelph 1989 — 1993
B.Comm
North Toronto CI 1985 — 1989
Aon Benfield June 2015 - Present
Lord, Abbett & Co. LLC July 2014 - May 2015
Performance Trust Asset Management, LLC (PTAM) June 2013 - August 2013
RBC Capital Markets June 2011 - August 2011
Skills
Microsoft Office, Fixed Income, Microsoft Excel, Municipal Bonds, Bonds, PowerPoint, Credit, Analysis, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor of Science, Finance
University of New South Wales 2012 — 2012
Finance
Odyssey Investment Partners August 2015 - Present
RBC Capital Markets October 2014 - July 2015
SunTrust Robinson Humphrey July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - July 2012
Frisch Capital Partners, LLC May 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Venture Capital, Corporate Finance, Strategy, Finance, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Mergers, Leveraged Finance, Due Diligence, Credit Analysis, Team Leadership
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Finance & Economics
Amazon 2014 - Present
RBC Capital Markets 2012 - 2014
Proprietary Capital May 2010 - May 2011
RBC Capital Markets 2011 - 2011
Boys and Girls Clubs of America May 2009 - August 2009
Bank of America May 2008 - August 2008
Skills
Finance, Capital Markets, Financial Modeling, Financial Reporting, Public Speaking, Strategic Financial..., Leadership, Fixed Income
Education
University of Florida 2010 — 2012
Master of Science (MS), Finance
University of Florida 2008 — 2011
Bachelor of Arts, Mathematics and Statistics, Minor in Actuarial Science
The Daniels Fund May 2014 - Present
RBC Capital Markets January 2011 - May 2014
RBC Daniels January 2007 - December 2010
Daniels & Associates February 1998 - December 2006
Skills
Marketing, Marketing Strategy, Business Strategy, Business Development, Marketing Communications, Mergers, Social Media, Strategic Planning, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2003
Bachelor of Science, Marketing
Interactive Brokers May 2013 - May 2014
RBC Capital Markets February 2008 - April 2013
RBC Capital Markets September 2007 - February 2008
Penn Schoen Berland June 2001 - February 2008
Skills
Equities, Electronic Trading, Capital Markets, Trading, Equity Trading, Trading Systems, Market Data, Microsoft Office, Bloomberg Terminal, High Impact..., Self-motivated Team..., Independent Thinking, Derivatives, FX Options, Back Office, Order Management, FX trading, Trading Strategies, Proprietary Trading, Financial Risk
Education
University of Iowa 2002 — 2006
B.A., International Relations
Valley Southwoods 1999 — 2000
Wedbush Securities September 2015 - Present
Cowen and Company May 2013 - April 2015
Dahlman Rose & Co. June 2011 - May 2013
University of Colorado Foundation April 2007 - May 2011
Dahlman Rose & Co. June 2010 - August 2010
Global Platinum Securities October 2007 - May 2010
RBC Capital Markets June 2009 - August 2009
Skills
Financial Modeling, Equity Research, Valuation, Private Equity, Equities, Corporate Finance, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Financial Analysis
Education
University of Colorado at Boulder 2011 — 2011
Master's Degree, Tax Accounting
University of Colorado Boulder 2006 — 2011
Bachelor's Degree, Business Administration - Finance
Naval Air Systems Command (NAVAIR) July 2015 - Present
RBC Capital Markets July 2014 - June 2015
Headwaters MB December 2013 - May 2014
Skills
Microsoft Excel, Finance, Valuation, Equities, Microsoft Office, Microsoft Word, Options, Investment Banking, Economics, CRM, Capital IQ, Financial Modeling, Bloomberg, Mergers & Acquisitions
Education
University of Colorado at Denver 2012 — 2014
Bachelor of Science (BS), Finance
Orange County Choppers February 2014 - Present
Clark Holdings Inc. June 2010 - January 2014
Media Sciences International Inc. March 2006 - May 2010
Rapid Solutions Group August 2004 - March 2006
Crown Investment Management, LLC February 1997 - August 2004
Satellite Paging December 1992 - December 1996
RBC Capital Markets May 1988 - December 1992
Arthur Andersen & Co. August 1983 - August 1986
Skills
Forecasting, Strategic Financial..., Accounting, Mergers & Acquisitions, Financial Analysis, Budgets, Executive Management, Management, Analysis, Managerial Finance, Leadership, Financial Reporting, Finance, Financial Modeling, Mergers, Process Improvement, Investments, Cross-functional Team..., Strategic Planning, Portfolio Management, Cash Management, Valuation, Auditing, Change Management, Financial Planning, Budgeting, Due Diligence
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
University of Denver - Daniels College of Business 1980 — 1983
BSBA, Accounting
RBC Capital Markets June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan July 2010 - July 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan January 2008 - January 2009
Skills
Equities, Fixed Income, Investment Banking, Securities, Trading Systems, Trading, Investments, Capital Markets, Banking, Sales Operations, Relationship Management, Client Service Oriented, Bloomberg, Quality Center, Java, C++, COBOL, MIPS, SQL*Plus, Management, Microsoft Office, Public Speaking, Leadership, Financial Analysis, Microsoft Excel
Education
University of Florida 2003 — 2007
Bachelor of Science (BSc), Computer and Information Sciences
CIBC Mellon April 2011 - Present
RBC Capital Markets June 2009 - March 2010
Deutsche Bank November 2006 - June 2009
Morgan Stanley March 2006 - August 2006
JP Turner & Company, LLC September 2004 - March 2006
Skills
Valuation, Risk Management, Back Office, Equities, Private Equity, Financial Modeling, Investments, Investment Banking, Hedge Funds, Middle Office, Asset Managment, Fixed Income, Capital Markets, Bloomberg, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
EHS 1996 — 2000
Business/Finance
RBC Capital Markets June 2013 - Present
Deutsche Bank September 2010 - September 2012
Credit Suisse February 2007 - September 2010
Credit Suisse August 2004 - February 2007
Citi February 2003 - August 2004
Citi February 1999 - February 2003
Salomon Brothers August 1997 - February 1999
Salomon Brothers August 1995 - August 1997
Skills
Series 7 and 63 licenses, MBS, Capital Markets, Structured Products, Bloomberg, Credit Derivatives, Hedge Funds, Financial Markets, Money Market, Fixed Income, Credit, Rates, Prime Brokerage, Trading, Structured Finance, Mutual Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance, General
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Mathematics
Villanova University 1990 — 1991
N/A
Pine Crest High School 1986 — 1990
Kaplan Test Prep and Admissions October 2010 - Present
Central Park Ice Hockey October 2011 - Present
Hakker Short Film Festival January 2009 - Present
RBC Capital Markets July 2004 - January 2011
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) August 2003 - June 2004
Tefen September 2002 - May 2003
Demos Solutions June 2000 - September 2002
ELANA September 1998 - September 1999
Neuberger Berman August 1991 - June 1998
Evaluation Associates January 1990 - August 1990
Skills
Statistics, Tutoring, Test Preparation, Nonprofits, GMAT, Teaching, Motivation, Ice Hockey, Coaching, Film Festivals, Short Films, Film Production, Film Editing, Independent Film, Hedge Funds, Due Diligence, Portfolio Management, Project Management, Business Process..., Strategic Consulting, Management Consulting, Fixed Income Portfolio..., Fixed Income Analysis, Credit Analysis, Risk Management, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Analytics, Financial Analysis, Management, Emerging Markets, Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance and Economics
The University of Connecticut 1986 — 1991
Bachelor of Arts (B.A.), Economics
RBC Capital Markets August 2015 - Present
Moody's Investors Service June 2014 - July 2015
Marubeni Corporation June 2013 - August 2013
Alternative Investment Exchange December 2012 - April 2013
BNY Mellon March 2012 - August 2012
Sica Wealth Management August 2010 - December 2011
OZ Development, Inc. May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Schwab Institutional..., Excel, Hedge Funds, Portfolio Management, Research, Trading, Financial Modeling, Financial Analysis, Financial Services, Quantitative Research, Investments, Alternative Investment..., Fund Of Funds, Data Analysis, Equities, Options, Equity Trading, Equity Valuation, Equity Research, Analysis, Economics, Alternative Investments, Capital Markets, Financial Risk, Microsoft Excel, Financial Statement..., Valuation
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2014
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
The University of Connecticut 2007 — 2010
Bachelor of Arts, Communications
RBC Capital Markets April 2014 - Present
F&M Brewery September 2013 - December 2013
XMC Sports and Entertainment April 2013 - October 2013
Skills
Sales, Time Management, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Finance, Communication, Training, Teamwork, Economics, Macroeconomics, Securities Lending
Education
University of Guelph 2010 — 2014
Honours Bachelor of Commerce (B.Com.), Management Economics and Finance
Canaccord Genuity Inc. May 2011 - Present
Canaccord Genuity Inc. February 2010 - May 2011
Scotia Capital September 2008 - November 2009
BMO Nesbitt Burns October 2005 - March 2007
RBC Capital Markets March 2004 - September 2005
Skills
Fixed Income, Bonds, Trading, Derivatives, Securities, Valuation, Equities, Financial Markets, Mutual Funds, Investment Management, Investments, FX Options, Options, Settlement, Private Equity, Financial Modeling, Rates, Portfolio Management, Equity Trading, Mergers & Acquisitions, Middle Office, Investment Banking, Trading Systems, Financial Analysis, Credit Risk, Treasury, Back Office, Conducts and Practices..., Candian Securities..., Derivatives..., Futures Licensing..., Series 37 - FINRA 2013, Series 63 - FINRA 2014, Investment Management...
Education
University of Guelph 1999 — 2003
Bachelor of Commerce (B.Com.)
Oakville Trafalgar High School 1994 — 1999
Jameson Bank April 2010 - July 2014
Knightsbridge Foreign Exchange Inc. September 2009 - April 2010
Wittmann Consulting January 2007 - June 2009
Travelex Commerical Foreign Exchange May 2005 - December 2006
RBC Capital Markets April 1989 - October 2004
Bank of Montreal 1979 - 1989
Skills
Risk Management, Compliance, Mergers, Back Office, FX, FX Options, Sales, Currency, Trading, Marketing, Foreign Exchange, Banking, Strategy, Equities, Investments, Financial Risk, Capital Markets, Portfolio Management, Options, Derivatives, Financial Markets, Fixed Income, Credit, Private Equity, FX trading, Investment Banking, Financial Services, Mergers & Acquisitions, Treasury Management, Payments, Funding, Commercial Banking, Electronic Trading, Cash Management, FX Hedging, Finance, Bonds, Client Development, Wealth Management, FX Derivatives, Management, Leadership, FX Trading
Education
University of Manitoba 1980 — 1984
Bachelor of Commerce, Finance
Fort Richmond Collegiate 1978 — 1980
RBC Capital Markets April 2014 - Present
RBC Capital Markets March 2013 - April 2014
Education
University of Guelph 2008 — 2012
Bachelor of Commerce (BCom), Management Economics in Industry and Finance
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 August 2015 - Present
RBC Capital Markets July 2013 - Present
Duff & Phelps August 2011 - March 2013
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science in Finance
RBC Capital Markets April 2014 - Present
Deutsche Bank March 2012 - April 2014
Deutsche Bank August 2010 - March 2012
Skills
Leadership, Microsoft Word, Team Leadership, Event Management, Competitive Analysis, Research, Operations Management, Equities, Investment Banking, Business Development, Marketing Strategy, Event Planning, Financial Modeling
Education
University of Florida 2005 — 2009
Bachelor of Science
RBC Capital Markets August 2015 - Present
Boeing August 2013 - August 2015
Teach for America June 2011 - June 2013
Gibraltar Private Bank & Trust June 2012 - August 2012
Sigma Phi Epsilon November 2009 - December 2010
Skills
Leadership, Analysis, Marketing, Social Media Marketing, Management, Budgets, Teaching, Microsoft Excel, Public Speaking, Proposal Writing, Event Planning, Contract Negotiation, Fundraising, Program Management, Data Analysis, Finance
Education
University of Florida - Warrington College Of Business 2007 — 2011
BA, Business Administration
Cooper City High School
RBC Capital Markets November 2014 - Present
RBC Capital Markets May 2013 - Present
KPMG/Orion System Integrator November 2012 - May 2013
Morgan Stanley July 2003 - October 2012
JPMorgan Chase May 2001 - June 2003
Merrill Lynch December 1999 - April 2001
CIGNA February 1998 - December 1999
Prudential September 1997 - February 1998
New York Hospital December 1996 - September 1997
Modi Olivetti Ltd (India) March 1992 - November 1996
Education
VMware Vsphere 5.1 (VCAD510) 2015 — 2015
MCTS - SCCM 2007 2012 — 2012
MCTS
Microsoft Certified Systems Engineer 2012 — 2012
CCA - Citrix XenDesktop 5 2011 — 2011
CCA, XenDesktop 5
VMWare VSphere 4.0 2011 — 2011
New York 2000 — 2000
Diploma, Computer Science
University of Hyderabad 1992 — 1994
Bachelor of Science, Mathematics
University of Mumbai 1990 — 1992
Diploma, Computer Science
RBC Capital Markets December 2013 - June 2015
Bank Hapoalim B.M April 2008 - December 2013
Deutsche Bank September 2006 - March 2007
Deutsche Bank October 2005 - March 2006
Sandell Asset Management Corp June 2005 - October 2005
DKR Capital Partners L.P March 2002 - June 2005
SAC Capital March 2001 - March 2002
Paloma Partners Management Company June 1999 - March 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, AML, FX Options, Trading, Bloomberg, Options, Portfolio Management, Structured Products, Experienced Business..., Financial Risk, Banking, Risk Management, Investment Banking, Hedging, Swaps, Credit Derivatives, Cash Management, Financial Services, Private Banking, Trading Systems, Bonds, Credit, Securities, Finance, Capital Markets, Settlement, Back Office, Mutual Funds, Valuation, Prime Brokerage, Corporate Actions, Alternative Investments, Financial Markets, Structured Finance, Series 7, KYC, Interest Rate..., Account Reconciliation, Wealth Management..., Equity Trading, Equity Derivatives, Analysis, Bloomberg Terminal, ETFs, FINRA, Wealth Management, Investments
Education
University of Connecticut 1994 — 1999
Bachelor of Science, Finance
Stamford High 1990 — 1994
KKR June 2014 - Present
RBC Capital Markets November 2012 - May 2014
RBC Capital Markets June 2011 - August 2011
RBC Capital Markets January 2011 - April 2011
RBC Capital Markets January 2010 - April 2010
Shelter Canadian Properties Limited May 2009 - August 2009
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce, Finance & International Business
RBC Capital Markets April 2006 - Present
New York Law School January 2014 - May 2014
Davidoff Malito & Hutcher LLP October 2004 - March 2006
Kaufman & Associates, LLC (combined with Davidoff Malito & Hutcher LLP in October 2004) January 2004 - October 2004
Stanfield Capital Partners April 2002 - October 2003
U.S. Securities and Exchange Commission - Division of Corporation Finance May 2000 - March 2002
U.S. Securities and Exchange Commission - Division of Corporation Finance September 1998 - May 2000
Shaw Pittman Potts & Trowbridge LLP September 1997 - September 1998
Skills
Corporate Law, Mergers, Securities, Capital Markets, Securities Regulation, Corporate Governance, Equities, Hedge Funds
Education
University of Pennsylvania Law School 1994 — 1997
University of Maryland College Park 1990 — 1994
Bachelor of Arts (B.A.), American Government and Politics (United States), summa cum laude
RBC Capital Markets July 2015 - Present
Credit Suisse June 2012 - July 2015
Credit Suisse January 2013 - December 2014
Credit Suisse 2011 - June 2012
Interactive Brokers January 2009 - August 2011
Spartan Aerospace LLC July 2006 - August 2007
Skills
Visual Basic, Dreamweaver, Microsoft Excel, Microsoft Office, Matlab, Credit Analysis, C++, Risk Management, Credit Risk, Derivatives, Fixed Income, Hedge Funds, Portfolio Management, Finance, Analysis, Equities
Education
The University of Connecticut 2002 — 2008
Bachelor of Arts (B.A.), Economics; Mechanical Engineering 3+ years
RBC Capital Markets May 2010 - Present
RBC Capital Markets December 2007 - May 2010
Skills
Bloomberg, Capital Markets, Derivatives, Trading, Fixed Income, Financial Modeling, Equities, Finance
Education
University of Guelph 2001 — 2005
Bachelor of Arts (BA), Economics
Aroya Capital LP May 2014 - Present
N/A January 2012 - April 2014
RBC Capital Markets January 2007 - October 2011
Carlin Financial Group November 1998 - December 2006
Dain Rauscher, Inc August 1997 - October 1998
Skills
Fixed Income, Strategy, Equities, Finance, Trading Strategies, Human Resources, Capital Markets, Trading, Proprietary Trading, Series 7, Investments, Asset Management, Hedge Funds, Disaster Recovery, Trading Systems, Equity Trading, Options
Education
University of Hartford
MBA
University of North Texas
BBA, Marketing Managment
SKB Conseil June 2011 - Present
PWL Advisors 2009 - July 2011
Fort Financial Group January 2007 - November 2008
RBC Capital Markets 1993 - September 2001
CIBC World Markets October 1984 - 1993
Skills
Personal Financial..., Retirement Planning, Estate Planning, Asset Allocation, Global Portfolio..., Strategic Financial..., Fixed Income, Retirement, Investments, Portfolio Management, Wealth, Wealth Management, Asset Management, Investment Strategies, Equities, Mutual Funds
Education
University of Guelph 1980 — 1984
BA, Management/Economics
The study 1967 — 1979
High School
Now Retired February 2009 - Present
RBC Capital Markets 2001 - 2009
American Realty Advisors 1999 - 2001
Hart Advisers 1996 - 1999
Raymond James Financial 1987 - 1996
Turner Development Corp (Sub of Turner Construction Co). 1981 - 1987
Key Coastal Realty 1981 - 1983
Real Estate Brokerage 1975 - 1982
Walt Disney Company 1972 - 1975
Education
University of Florida 1962 — 1964
BSME, Mechanical Engineering
RBC Capital Markets August 2012 - Present
RBC Capital Markets August 2010 - July 2012
Wells Fargo Securities June 2009 - July 2010
Wachovia Securities, LLC June 2008 - July 2008
GE Supply June 2007 - August 2007
The Walt Disney Company January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Capital Markets, Corporate Finance, Equities, Fixed Income, Finance, Hedge Funds, Equity Research, Derivatives, Due Diligence, Private Equity
Education
University of Florida
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business
Bachelor of Science (B.S.), Finance
Melbourne Central Catholic
St. Joseph's
CIBC World Markets June 2013 - Present
RBC December 2012 - May 2013
RBC Capital Markets May 2010 - December 2012
IBM January 2009 - May 2010
Environment Canada September 2007 - December 2007
BOLDstreet Wireless January 2006 - August 2006
University of Guelph-Humber September 2004 - December 2005
Skills
ITIL v3 Foundations..., Linux, Java, Unix, Microsoft SQL Server, SQL
Education
University of Guelph 2004 — 2009
Bachelor of Applied, Computing
RBC Capital Markets June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science (BS), Finance
RBC Capital Markets January 2014 - Present
Enterprise Rent-A-Car December 2011 - December 2013
Skills
Time Management, Customer Service, Account Management, Sales, Customer Satisfaction, Management, Sales Management, Profit, Teamwork, Inventory Management, Financial Analysis, Microsoft Excel, Microsoft Office, Business Development, Financial Reporting
Education
University of Guelph 2007 — 2011
Honours Bachelor of Commerce, Management Economics
IPBAmerica Inc January 2008 - Present
RBC Capital Markets June 2005 - January 2007
iGATE Global Solutions May 2000 - January 2007
TIAA-CREF March 2003 - June 2005
Skelta Software January 1998 - February 2000
Skills
Architecture, Data Modeling, Healthcare, EHR, SDLC, Java Enterprise Edition, SOA, Microsoft SQL Server, SQL, Web Services, Requirements Analysis, Data Warehousing, Business Analysis, Software Project..., Oracle, Architectures, Solution Architecture
Education
Crescent Engineering College 1995 — 1998
MS, Computer Science
University of Madras 1995 — 1998
MS, Computer Science
RBC Capital Markets July 2015 - Present
GSK May 2014 - June 2015
Designtest & Balance June 2011 - December 2013
Fleet Street Law May 2009 - September 2010
Skills
Legal Research, Legal Writing, Strategy, Civil Litigation, Leadership, Contract Negotiation, Project Management, Analysis, Legal Issues, Management, Litigation, Mergers, Public Speaking
Education
York University - Schulich School of Business 2014 — 2015
Master of Business Administration (MBA)
York University - Osgoode Hall Law School 2012 — 2013
National Committee on Accreditation (NCA), Law
University of Leicester 2009 — 2011
Bachelor of Laws (LL.B.), Law
York University 2004 — 2009
Bachelor of Arts (B.A.), Kinesiology and Health Sciences
American Express OPEN June 2015 - Present
RBC Capital Markets May 2014 - May 2015
Dun & Bradstreet April 2011 - July 2013
Dun & Bradstreet October 2007 - March 2011
Cognizant Technology Solutions April 2005 - September 2007
Skills
Quality Center, Quality Assurance, Test Planning, Test Management, Manual Testing, Agile Testing, User Acceptance Testing, Software Quality..., SDLC, Regression Testing, Testing, Test Strategy, Web Services, Integration Testing, QTP, Agile Methodologies, HP Quality Center
Education
University of Madras 2001 — 2004
Bachelor of Science (B.Sc.), Computer Science, First
Good Shepard Higher Secondary School 2000 — 2001
HSC, High School/Secondary Diplomas and Certificates, First Class
RBC Capital Markets January 2014 - Present
RBC Capital Markets December 2011 - December 2013
RBC Capital Markets April 2009 - November 2011
RBC Capital Markets August 2007 - April 2009
Skills
Equities, Event Management, Marketing Strategy, Capital Markets, Business Strategy, Event Planning, Marketing, Asset Management, Program Development, Equity Derivatives, Finance
Education
University of Maryland College Park 2000 — 2004
Bachelor of arts
Q Advisors January 2015 - Present
Q Advisors February 2010 - January 2015
RBC Capital Markets March 2008 - February 2010
Morgan Stanley June 2007 - September 2007
Education
University of Denver 2004 — 2008
Bachelor of Science, Finance
Cherry Creek High School 2000 — 2004
Amy Elizabeth, P.A., law firm January 2012 - Present
Loop Capital Markets October 2009 - July 2012
RBC Capital Markets March 2007 - February 2008
Raymond James & Associates Inc. March 2005 - March 2007
GrayRobinson, P.A. February 2003 - March 2005
Schifino & Fleischer, PA February 1999 - February 2003
Skills
Parenting Coordinator, Parenting Plans, Mediation, Alternative Dispute..., Attorneys, Securities, Capital Markets, Series 7, Series 63, Private Equity, FINRA, Private Placements, Structured Finance, Due Diligence, Investments, Legal Writing, Contract Negotiation, Public Speaking, Management, Legal Research, Strategic Planning, Strategy, Mergers & Acquisitions, Finance, Corporate Law, Investment Banking, Financial Analysis
Education
University of Florida - Fredric G. Levin College of Law
Juris Doctor, Law
University of Florida
Bachelor of Science, Real Estate
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Bank of America May 2012 - August 2013
Bank of America May 2010 - May 2012
Skills
Investment Banking, Financial Modeling, LBO, Leveraged Finance, Mergers & Acquisitions, Valuation, Microsoft Excel, PowerPoint, Corporate Finance, Banking, Financial Services, Risk Management, Strategic Leadership, Sales, Microsoft Office, Investments, Management
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
University of Florida 2005 — 2009
Bachelor of Science in Business Administration, Finance
Semester At Sea 2009 — 2009
Study Abroad
GK Baum Manager -CO K-12 FinanceSVPGeorge K. Baum & CompanyApril 2005 - Present
RBC Capital Markets October 2000 - April 2005
Skills
Capital Markets, Fixed Income, Investment Banking, Municipal Bonds, Public Finance, Financial Structuring, Securities, Strategic Planning, Due Diligence, Series 7, Valuation
Education
University of Colorado Boulder 1985 — 1989
B.A.
University High School, Irvine CA 1982 — 1985
Northleaf Capital Partners November 2014 - Present
Brookfield Financial Corp. June 2012 - October 2014
RBC Capital Markets May 2011 - August 2011
Education
York University - Schulich School of Business 2008 — 2012
International Bachelor of Business Administration, Finance and Economics
University of Economics, Prague 2011 — 2011
RBC Wealth Management September 2015 - Present
RBC Wealth Management December 2012 - September 2015
RBC Capital Markets August 2010 - December 2012
RBC Bank May 2007 - August 2009
Skills
Communication, Teamwork, Work Ethic, Positive Can-do Attitude, Fitness, Employee Loyalty, Trading, Bonds, Capital Markets, Finance, Accounting, Bank Reconciliation, Financial Analysis, Microsoft Office, Customer Service, Equities
Education
University of Guelph 2006 — 2010
Bachelor of Commerce
RBC Capital Markets September 2005 - April 2015
RBC Capital Markets September 2001 - September 2005
Dain Rauscher Wessels March 1998 - September 2001
Wessels, Arnold & Henderson June 1992 - March 1998
Skills
Financial Analysis, Revenue Analysis, Strategic Planning, P&L Budget Management, Process Improvement, Project Management, Business Analysis, Equities, Financial Modeling, Business Planning, Trading, Investments, Analysis, Leadership, Management, Risk Management, Capital Markets, Budgets
Education
University of Saint Thomas 2002 — 2006
MBA, Management
University of Iowa 1988 — 1992
BBA, Finance
RBC Capital Markets November 2014 - Present
Hospira April 2013 - Present
Yaskawa America, Inc. - Drives & Motion Division April 2012 - April 2013
The Boeing Company January 2010 - April 2012
The Boeing Company January 2009 - February 2009
Public Works and Government Services Canada May 2006 - January 2007
Skills
Finance, Corporate Finance, Financial Analysis, Portfolio Management, Analysis, Risk Management, Valuation, Derivatives, Equities, Bloomberg, Capital Markets, FX Options, Banking, Due Diligence, Fixed Income, Financial Modeling, Forecasting, Hedging, Matlab, Investments, Trading, VBA
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Masters, Masters of Science in Finance
Simon Fraser University 2004 — 2007
Bachelors of Art Honours, Economics
RBC Capital Markets June 2015 - Present
U.S. Bancorp Community Development Corporation September 2013 - June 2015
U.S. Bancorp Community Development Corporation August 2010 - September 2013
US Bank October 2008 - August 2010
Skills
Investments, Asset Managment, Auditing, Commercial Banking, Financial Risk, Customer Service, Equities, Asset Management, Financial Modeling, Leadership, Social Media Marketing, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
Bachelor Of Business Administration, Finance
RBC Capital Markets November 2010 - Present
ITG, Inc. May 1996 - November 2010
Skills
Electronic Trading, Trading, Market Data, Equities, Equity Trading, Trading Systems, Market Structure, Sales, Hedge Funds, Options, Trading Strategies, Financial Markets, Portfolio Management, Capital Markets, Equity Derivatives, European Market...
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
RBC Capital Markets April 2012 - Present
Deloitte & Touche LLP September 2005 - April 2012
The Ergonomic Group 2001 - 2005
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelors of Science in Accountancy
Chaminade High School
Jacobs Asset Management July 2009 - Present
RBC Capital Markets July 2005 - April 2009
The Carlyle Group July 2002 - July 2005
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Investments, Management, Equities, Mergers, Asset Management, Alternative Investments, Bloomberg, Business Valuation, Capital, Corporate Development, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Equity Valuation, Equity Research, Financial Analysis, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, IPO, LBO, M&A experience, Mutual Funds, Portfolio Management, Restructuring, Structured Finance, Venture Capital, Capital Raising, Private Placements
Education
University of Maryland 1997 — 2001
BS, Finance & Accounting
RBC Capital Markets June 2005 - May 2009
SG Cowen 2000 - 2005
NDB 1996 - 2000
AT&T 1995 - 1996
AT&T 1995 - 1996
Hughes Aircraft June 1992 - May 1995
Bell Laboratories 1982 - 1992
Skills
TCL, SQL, Sybase, C, Unix, Linux, Compliance, Requirements Analysis, Quality Assurance, Operating Systems, Equities, Programming, Software Development, Databases, Integration, Testing, Scripting, Troubleshooting, Distributed Systems, zoneminder, Fidessa, Trading, Solaris, Unix Shell Scripting, Equity Trading, Perl, Electronic Trading, Trading Systems, Oracle, Market Data, TCP/IP, Analysis, Business Analysis, Microsoft SQL Server, Disaster Recovery
Education
University of Illinois at Urbana-Champaign 1981 — 1982
MS, computer science
University of Illinois at Urbana-Champaign 1977 — 1981
BS, computer science
Coonley
Tudor, Pickering, Holt & Co. January 2012 - Present
Bonno & Associates, PLLC October 2009 - December 2011
Wade & Company, LLP July 2008 - October 2009
RBC Capital Markets August 2003 - July 2008
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
Bachelor of Business Administration, Management
Altus Group July 2015 - Present
Integris Real Estate Counsellors November 2013 - June 2015
Real Estate and Housing Students' Association 2011 - April 2013
University of Guelph September 2008 - April 2013
Colliers International Canada May 2012 - August 2012
CBRE January 2012 - April 2012
Standard Life Assurance Company of Canada September 2010 - December 2010
RBC Capital Markets May 2010 - August 2010
Skills
Real Estate, Time Management, Microsoft Office, Microsoft Excel, Financial Analysis, Real Estate Economics, Leadership, Market Research, Social Media Marketing, Teamwork, Research, Investments, Customer Service, PowerPoint, Public Speaking, Social Media, Sales
Education
University of Guelph 2008 — 2013
Lawrence Park Collegiate Institute 2006 — 2008
RBC Capital Markets May 2002 - Present
Skills
Derivatives, Fixed Income, Healthcare, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Series 7, Credit Analysis, Investment Banking, Finance, Portfolio Management, Securities, Bonds
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Business Finance
RBC Capital Markets 2011 - 2012
Raymond James 2009 - 2011
Raymond James May 2008 - August 2008
Sentinel Investments May 2007 - August 2007
Bramwell Capital Management May 2006 - August 2006
Skills
Equity Research, Investments, Equities, Equity Valuation, Valuation, Financial Modeling, Bloomberg, Sell Side, Capital Markets, Investment Strategies, DCF, Corporate Finance, Mutual Funds, Stock Picking, Series 7, Investment Banking, Industry Research, Financial Analysis, Portfolio Management, Fixed Income, Value Investing, Bloomberg Terminal, Quantitative Analytics, Due Diligence, Venture Capital, Chartered Financial..., Hedge Funds, Derivatives, Investment Management, Buy-side, Securities, Finance, Analysis, Asset Allocation, Asset Management, Alternative Investments, Stocks, Fundamental Analysis, Private Equity, Data Analysis, Tableau, SQL
Education
University of Florida 2005 — 2009
MS, Finance
University of Florida
Bachelor of Science (BS), Finance
RBC Capital Markets August 2014 - Present
Gator Student Investment Fund April 2013 - May 2014
RBC Capital Markets June 2013 - August 2013
University of Florida Microfinance Foundation October 2010 - February 2012
Cross Keys Capital, LLC April 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Investment Banking, Portfolio Management, Economics, Mergers & Acquisitions
Education
Hough Graduate School of Business 2012 — 2014
Masters in Finance
University of Florida 2010 — 2014
Economics, Accounting, Finance
Pine Crest School
High School
Double M Capital, Inc January 2012 - Present
Double M Partners, LP February 2012 - Present
Mull Capital LLC 1998 - Present
Connectivity December 2013 - Present
Prevoty March 2013 - Present
Kaleo Software June 2013 - Present
Clique Media May 2014 - Present
ChowNow August 2012 - Present
City of Los Angeles February 2010 - March 2011
RBC Capital Markets January 2007 - February 2010
Skills
Mergers & Acquisitions, Private Equity, Investments, Corporate Development, Corporate Finance, Start-ups, Investment Banking, Business Strategy, Strategy, E-commerce, Management, Equities, Mergers, Venture Capital, Capital Markets, Trading, Restructuring, Valuation, Entrepreneurship, IPO, Strategic Partnerships, Financial Modeling, Business Development, Executive Management
Education
Thunderbird, The Garvin School of International Management 1991 — 1992
MBA, Finance & Marketing
University of Denver 1984 — 1986
BSBA, Finance & Marketing
University of Michigan 1982 — 1984
Citi June 2012 - Present
Undisclosed April 2000 - Present
Delta Star, Inc. January 1996 - Present
Citi February 2012 - April 2012
BP November 2009 - March 2010
Wellogix April 2007 - December 2008
Citi April 2007 - December 2008
RBC Capital Markets February 2007 - February 2007
Lehman Brothers February 2007 - February 2007
Sybase Professional Services at Citigroup December 2006 - January 2007
Education
University of Detroit Mercy 1982 — 1986
BS
Gabriel Richard
RBC Capital Markets December 2013 - Present
RBC Capital Markets June 2007 - December 2013
RBC Capital Markets April 2006 - June 2007
UBS Financial Services February 2004 - March 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Bloomberg, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Options, Trading, Bonds, Portfolio Management, Trading Systems
Education
University of Delaware 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Delaware - Lerner College of Business and Economics 1999 — 2002
BA, Business Administration
CRT Capital Group 2011 - Present
Kellogg Partners 2008 - 2011
RBC Capital Markets 2006 - 2008
Saranac Capital 2004 - 2006
Salomon Brothers 2000 - 2004
Citibank 1998 - 2000
Skills
Portfolio Management, Equities, Investment Strategies, Wealth Management, Financial Modeling, Investments, Capital Markets, Bloomberg, Hedge Funds, Securities, Investment Advisory, Arbitrage, Fundamental Analysis, Alternative Investments, Management, Event Driven, Investment Banking
Education
University of Illinois at Urbana-Champaign 1996 — 1998
MBA, Finance
Creative Production Technologies 2010 - Present
Premier Technologies August 2007 - January 2010
Rbc Capital markets 2001 - 2007
Rbc Capital Markets June 2001 - May 2005
Farina & Associates July 1997 - May 2001
Skills
Equity Trading
Education
University of Delaware 1995 — 1999
University of Delaware - Lerner College of Business and Economics 1995 — 1999
RBC Capital Markets March 2009 - Present
Mizuho Securities USA Inc. August 2007 - March 2009
CME Group August 2003 - August 2007
Education
University of Illinois at Urbana-Champaign 2001 — 2003
Accountacy, Accounting
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
Marist Highschool
RBC Capital Markets 1990 - Present
Skills
Options, Alternative Investments, Investment Strategies, Trading Strategies, Money Market, Corporate Finance, Market Risk, Technical Analysis, Financial Risk, Hedging, Economics, Credit Derivatives, Foreign Exchange, ETFs, Proprietary Trading, Investment Management, Wealth Management, Prime Brokerage, Macroeconomics, Institutional...
Education
University of Manitoba 1984 — 1987
bcomm, finance
University of Manitoba 1983 — 1987
Bachelor of Commerce (B.Com.), Finance, General
Barclays Wealth and Investment Management June 2010 - Present
Milestone July 2007 - June 2010
RBC Capital Markets October 2005 - June 2007
Societe Generale December 2003 - October 2005
Deutsche Bank 2000 - 2003
KPMG 1998 - 2000
Skills
Fixed Income, Derivatives, Collateral Management, Equity Derivatives, Capital Markets, Management Consulting, Private Banking, Asset Management, Product Control, Securities Lending, Credit Analysis
Education
University of Colorado at Boulder 1992 — 1998
BS, Finance
RBC Capital Markets June 2009 - Present
Dresdner Kleinwort July 2006 - May 2009
CMC Markets August 2005 - August 2006
Skills
Trading Systems, Electronic Trading, Low Latency, Fixed Income, Derivatives, Market Data, Multithreading, Investment Banking, Interest Rate..., Spring, Grid Computing, Data Grid, DataSynapse GridServer, Scalable Architecture, Credit Derivatives, Java, FX Options, Market Risk, JMS, Equity Derivatives
Education
University of East Anglia 2002 — 2005
BSc Hons, Computer Science
USAT Coaching Clinic
Busse Ventures LLC March 2014 - Present
RBC Capital Markets May 1985 - February 2014
Skills
Entrepreneurship, Strategy, Private Equity, Equities, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Analysis, Corporate Development, Due Diligence, Valuation, Start-ups, Public Speaking
Education
University of Denver 1976 — 1980
Tennenbaum Capital Partners, LLC September 2013 - Present
RBC Capital Markets October 2010 - September 2013
McGladrey September 2008 - October 2010
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Dual B.S., Finance and Accounting
RBC Wealth Management December 2009 - Present
RBC Wealth Management 2008 - 2009
RBC Capital Markets 2006 - 2008
RBC Dain Rauscher 2001 - 2006
Dain Rauscher 1999 - 2001
Dain Bosworth 1995 - 1998
Education
University of Jamestown 1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration
RBC Capital Markets January 2008 - Present
Chemonics International March 2005 - July 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence
Education
University of Denver - Daniels College of Business 2007 — 2009
United Airlines November 2014 - Present
Marketing Werks May 2014 - October 2014
United Airlines May 2011 - April 2014
United Airlines July 2009 - May 2011
University of Iowa Research Foundation September 2008 - December 2008
RBC Capital Markets May 2008 - August 2008
RBC Dain Rauscher October 2006 - August 2007
Skills
Financial Modeling, Capital Budgeting, Quantitative Analytics, Financial Analysis, Competitive Analysis, Customer segmentation, Digital marketing..., Business case..., Segmentation, Digital Marketing, Product Marketing, Business Development, Product Management, Business Case, Management, Pricing, Leadership
Education
University of Iowa 2007 — 2009
MBA, Finance and Strategy
University of Wisconsin-Madison 2001 — 2005
BS, Psychology
TeleTech May 2013 - Present
BackCountry Capital August 2011 - April 2013
Wm Smith & Co. November 2007 - April 2010
RBC Capital Markets February 2005 - November 2007
OppenheimerFunds 1997 - 2005
Skills
Equity Research, Financial Analysis, Portfolio Management, Bloomberg, Equities, Mutual Funds, Corporate Finance, Excel, Asset Management, Analysis, Valuation, Investments, Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Compliance, Entrepreneurship, Business Valuation, Corporate Development, Due Diligence, Strategy, Business Strategy, Series 7, LBO, Series 63, Series 86, Series 87, Alternative Investments, Equity Valuation, Financial Markets, Investment Management, Mergers, Finance, Equity Capital Markets, Microsoft Office, Competitive Analysis, Securities, Capital Markets
Education
University of Colorado at Denver 2010 — 2011
Master of Business Administration, Finance
University of Northern Colorado 1992 — 1996
Bachelors of Science, Finance
RBC Capital Markets April 2015 - Present
Morgan Stanley November 2011 - May 2014
Bloomberg LP June 2011 - November 2011
GE Healthcare October 2009 - June 2010
Goldman Sachs October 2006 - April 2009
Infosys May 2006 - October 2006
Skills
Financial Modeling, Business Analysis, Investment Banking, Equities, Financial Analysis, Corporate Finance, Business Objects, Banking, Business Strategy, Capital Markets, Valuation, Derivatives, Mergers & Acquisitions, Market Research, Portfolio Management, Finance, Requirements Analysis, Investments, Leadership, Risk Management
Education
Loyola Institute of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Madras 2000 — 2004
Engineer's Degree, Electrical, Electronics and Communications Engineering
HSBC Securities November 2009 - Present
IDB Capital Corp October 2005 - November 2009
Commerce Capital Markets April 2004 - September 2005
RBC Capital Markets November 2001 - March 2004
Skills
Fixed Income, Trading, Investments, Fixed Income Trading, Credit, Credit Sales, Credit Trading, Hedging, Wealth Management, Electronic Trading, Asset Management, Finance, Emerging Markets, Capital Markets, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor Of Science, Economics
Lighthouse Investment Partners, LLC November 2008 - Present
RBC Capital Markets April 2006 - November 2008
MCI April 2005 - April 2006
Hewitt Associates April 2004 - April 2005
Skills
jQuery, JavaScript, ASP.NET, C#, CSS, MVC, T-SQL, Flash, SQL, VBA, Visio, Microsoft SQL Server
Education
University of Illinois at Chicago
BS, Math and Computer Science
Janney Montgomery Scott December 2007 - Present
A.G. Edwards May 2006 - October 2007
RBC Capital Markets January 2001 - May 2006
Skills
Fixed Income, Municipalities, Securities, Mutual Funds, Bonds, Portfolio Management, Series 7, Asset Allocation, Series 63, Investment Strategies, Capital Markets, Bloomberg
Education
University of Delaware 1983 — 1988
BS, Business Finance & Marketing
Vertical Group . 2008 - Present
RBC Capital Markets 2007 - 2008
Carlin Equities 2004 - 2007
Education
University of Florida 1993 — 1997
Bachelors, Business
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
RBC Capital Markets August 2011 - Present
RBC Capital Markets August 2011 - July 2012
Wells Fargo Securities October 2009 - August 2011
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investments, Private Equity, Equities, Due Diligence, Fixed Income, Finance
Education
University of Florida 2008 — 2009
Master of Science (M.S.), Finance
University of Florida 2005 — 2008
Bachelor of Science (B.S.), Business Administration / Finance
Guggenheim Securies July 2015 - Present
RBC Capital Markets January 2009 - April 2015
Lehman Brothers April 2005 - November 2008
Morgan Stanley January 1996 - March 2005
Skills
Fixed Income, Investment Banking, Mutual Funds, Sales Management, Syndicate, Sales, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Markets, Emerging Markets, High Yield, Private Equity, Loans, Syndications, Structured Products, Structured Finance, Valuation, Investments, Derivatives
Education
University of Delaware 1991 — 1995
Bachelor of Science (BS), Finance, Marketing, MIS
Consulting Services NY City February 2015 - Present
RBC Capital Markets 2015 - 2015
RBC Capital Markets 2015 - 2015
Prudential Financial March 2013 - June 2014
Global Business Consulting Services Inc. December 2012 - February 2013
UBS Wealth Management August 2001 - June 2012
PaineWebber June 1995 - August 2001
Professional Access Ltd (Consulting Services) February 1992 - May 1995
Skills
Requirements Analysis, Risk Management, SDLC, Vendor Management, Requirements Gathering, Software Project..., Budgets, ERP, Wealth Management, Management, Project Management, Business Analysis, Equities, Enterprise Architecture, Information Technology, IT Strategy, Fixed Income, Portfolio Management
Education
6Sigma Green Belt
ITIL
Certification, ITIL V3 Foundation.
Lean IT Sigma
National Institute of technology, Chennai, India
Diploma, Systems Management, Distinction
PMI
Certification, Project Management Professional
University of Madras
Bachelor degree, Chemistry, First Class
UBS Investment Bank April 2015 - Present
CRT Capital Group January 2011 - Present
RBC Capital Markets June 2008 - December 2010
RBS Greenwich Capital June 2003 - June 2008
BNP Paribas November 1999 - May 2003
AIG Royal Alliance 1995 - 1999
Education
University of Maryland College Park 1985 — 1990
Craig-Hallum Capital Group August 2009 - Present
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2003 - 2005
RBC Capital Markets 2000 - 2003
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1999 - 1999
MassMutual 1997 - 1998
Skills
Equities, Investments, CRM, Analysis, Trading, Series 7, Valuation, Equity Research
Education
University of St. Thomas - Opus College of Business 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Molecular & Integrative Physiology
Rockford Guilford High School 1993 — 1993
Chartered Financial Analyst (CFA) Level III Candidate
Investment Analysis & Portfolio Management
LHH Career Counseling
RBC Capital Markets Compliance OfficerRBS Greenwich CapitalJune 2003 - June 2008
Education
University of Maryland College Park
RBC Capital Markets April 2014 - Present
Goldman Sachs July 2011 - April 2014
Fannie Mae August 2009 - July 2011
Skills
Bloomberg, Capital Markets, Financial Modeling, Fixed Income, Valuation
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
RBC Capital Markets 2009 - Present
Skills
Investment Banking
Education
University of Delaware 1983 — 1989
BS and MS, Economics
Croft & Bender August 2008 - Present
RBC Capital Markets July 2007 - July 2008
Marsh May 2006 - August 2006
Skills
Valuation, Private Equity, Mergers & Acquisitions, Strategy, Finance, Investments, Financial Services, Capital, Executive Management, Investment Banking, Capital Raising, Financial Modeling, LBO, Financial Risk, Corporate Finance
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Anglican Church of Canada May 2013 - Present
Save the Children Canada December 2012 - May 2013
Lutherans Connect.com September 2009 - January 2013
Sirius XM Canada Inc. December 2010 - 2012
Atomic Energy of Canada Limited April 2010 - December 2010
MintoUrban Communities August 2007 - March 2009
Maple Trust Company 2003 - 2005
Bank of Montreal 2001 - 2002
RBC Capital Markets 1998 - 2000
BDO Dunwoody LLP 1996 - 1998
Skills
Auditing, Financial Reporting, SOX, Audit, Volunteer Management, Newsletters, Non-profits, Writing, Internal Controls, Annual Reports, Tax, Risk Assessment, Internal Audit, Research, GAAP, Editing, Accounting, IFRS, Compliance, Blogging, Finance, Forecasting, Journal Entries, External Audit, Analysis, Sarbanes-Oxley Act, Variance Analysis, Consolidation
Education
University of Manitoba 1984 — 1987
B. Comm, Accounting
University of Manitoba 1984 — 1987
Bachelor of Commerce (B.Com.), Hons, Accounting and Finance
University of Manitoba 1976 — 1981
B. Ed., English, Biology
CICA
CA, Chartered Accountant
RBC Capital Markets August 2011 - Present
Ernst & Young August 2008 - July 2011
Skills
Credit, Financial Modeling, Valuation, Capital Markets
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
J.D., Law
University of Florida - Warrington College of Business Administration 2003 — 2005
M.A., Accounting
University of Florida - Warrington College of Business Administration 2000 — 2003
B.S., Accounting
Wells Fargo August 2011 - Present
RBC Capital Markets June 2007 - June 2011
Education
University of Delaware 1994 — 1998
BA, Political Science
Atlantic Trust July 2005 - Present
RBC Capital Markets 2004 - June 2005
RBC Wealth Managment February 2002 - 2004
Northwest Airlines August 2001 - October 2001
Skills
Financial Modeling, Accounting, Valuation, Private Equity, Wealth Management, Strategic Financial..., Variance Analysis, Finance, Financial Reporting, Due Diligence, Financial Analysis, Strategic Planning, Cash Flow, Account Reconciliation, Managerial Finance, Analysis, Forecasting, Financial Planning
Education
University of Iowa 1996 — 2001
BBA
RBC Capital Markets July 2011 - Present
Bank of America Merrill Lynch January 2010 - June 2011
Fidelity Investments January 2008 - May 2009
Moody's Analytics, Inc (formerly Moody's Economy.com) May 2007 - August 2007
Skills
Fixed Income, Bonds, Capital Markets, Municipal Bonds, Bloomberg, Series 7, Securities, Series 63, Finance, Loans, Structured Products, Financial Analysis, Institutional..., Hedge Funds, ABS, CMBS, Sales, Agency MBS, MBS, High Yield, Investment Grade, Institutional Investors, Distressed Debt, High Yield Bonds, Commercial Paper, High Grade, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
University of Florida 2004 — 2007
BSBA, Finance
RBC Capital Markets June 2008 - Present
Education
University of Colorado Colorado Springs 1992 — 1996
MBA
RBC Capital Markets February 2011 - Present
Citigroup 2005 - 2009
Skills
Corporate Finance, Fixed Income, Investment Banking, Budgets, Public Speaking, Valuation, Capital Markets, Financial Analysis, Financial Modeling, Investments, Public Relations, Strategy, Fundraising, Strategic Planning, Portfolio Management, Leadership, Private Equity, Event Planning, Nonprofits, Due Diligence, Derivatives, Credit, Equities, Business Strategy, Mutual Funds, Bloomberg, Securities, Series 7, Policy, Program Management, Mergers & Acquisitions, Accounting, Management, Risk Management, Bonds, Asset Management, Finance
Education
University of Colorado Boulder 1990 — 1994
Business, Finance
University of Colorado Boulder - Leeds School of Business 1990 — 1994
BS, Finance
Westcourt Capital Corporation November 2012 - Present
Dancap Global Asset Management July 2007 - April 2012
Montreal Exchange December 2006 - June 2007
EdgeStone Capital Partners 2004 - 2006
RBC Private Counsel 2002 - 2004
RBC Global Services 2000 - 2002
RBC Financial Group 1995 - 2000
RBC Capital Markets 1993 - 1995
RBC Capital Markets 1989 - 1993
RBC 1986 - 1989
Skills
Asset Management, Portfolio Management, Alternative Investments, Private Equity, Investment Strategies, Derivatives, Due Diligence, Institutional, Pensions
Education
University of Manitoba 1982 — 1985
Bachelor of Commerce (B.Com.), Accounting and Finance
CFA Institute
Chartered Financial Analyst
RBC Capital Markets December 2014 - Present
RBC Capital Markets August 2011 - December 2014
Prudential Financial January 2010 - August 2011
Skills
Financial Modeling, High Yield Bonds, High Yield, Equities, Bonds, Fixed Income, Credit Analysis, Research, Investments, Bloomberg, Equity Research, Capital Markets, Financial Analysis, Valuation, Finance, Analysis, Asset Management
Education
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), Finance and Management
RBC Capital Markets May 2012 - Present
RBC Capital Markets May 2010 - May 2012
First New York Securities May 2009 - April 2010
National City Bank August 2008 - February 2009
Oracle Financial Services Software Ltd August 2005 - July 2008
Patni Computer Systems November 2004 - July 2005
Team e-biz Ltd April 2002 - October 2004
Skills
.NET, Microsoft SQL Server, WPF, WCF, Risk Management, Fixed Income, WinForms, C#, SQL, ASP.NET, SOA, Design Patterns, Microsoft Technologies, ADO.NET, TFS, LINQ
Education
Kerala University 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
RBC Capital Markets January 2014 - Present
RBC Capital Markets December 2007 - December 2013
RBC Capital Markets December 2006 - December 2007
RBC Capital Markets June 2005 - December 2006
CIBC August 2004 - June 2005
Bank of Montreal August 2001 - August 2004
Industrial Bank of Japan May 1990 - August 2001
Skills
Back Office, SDLC, User Acceptance Testing, Requirements Gathering, Financial Projects, Business Analysis, Business Transformation, Software Implementation, Business Process..., Business Process..., Business Process Mapping, Target operating model, Activity Based Costing, Capital Markets, Risk Management, Process Improvement, Market Data, Operating Models, Derivatives, Management, Financial Services, Equities, Trading
Education
University of Guelph 1982 — 1986
RBC Capital Markets April 2010 - Present
Integris Real Estate Counsellors August 2008 - December 2008
McLauchlin & Associates, Barristers & Solicitors May 2003 - August 2006
Education
University of Guelph 2003 — 2007
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
RBC August 2014 - Present
RBC Capital Markets October 2013 - August 2014
RBC Capital Markets January 2011 - August 2011
RBC 2004 - 2010
RBC 2001 - 2004
Skills
Structured Finance, Equities, Loans, Financial Risk, Portfolio Management, Investment Banking, Risk Management, Credit Risk, Trading, Credit, Fixed Income, Financial Modeling
Education
University of Guelph
MA, Economics
University of Guelph
MSc, Statistics
University of Waterloo
PhD Program, Accounting/Finance
H.I.G. Capital April 2015 - Present
RBC Capital Markets April 2011 - April 2015
The Hartford August 2008 - April 2011
ING Investment Management May 2007 - August 2007
Education
University of Connecticut 2004 — 2008
BS, Business Administration; Finance
Credit Suisse January 2015 - Present
RBC Capital Markets November 2011 - December 2014
MJX Asset Management July 2008 - November 2011
Skills
Capital Markets
Education
University of Delaware 2004 — 2008
Honors Degree, Double Major in Finance and Accounting
CFA Institute
CFA Charterholder
RBC Capital Markets 2002 - Present
Level 3 Communications-Corporate Development February 2001 - July 2002
Skills
Capital Markets, Due Diligence, Bonds, Investment Banking, Finance, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelors, Finance, Accounting
RBC Capital Markets August 2012 - Present
University of Rochester July 2009 - August 2012
University of Delaware July 2004 - May 2009
Skills
Mathematics, Statistics, Teaching, Research, Probability, Mathematica, Quantitative Analysis, Matlab, LaTeX, Excel, Optimization, Higher Education, Science, Time Series Analysis, SAS, R
Education
University of Delaware 2004 — 2009
Ph.D., Probability and Stochastic Processes
University of Science and Technology of China 2000 — 2004
B.S., Statistics
RBC Dominion Securities September 2011 - Present
RBC Dominion Securities May 2008 - September 2011
RBC Capital Markets 2007 - 2008
RBC Capital Markets 2002 - 2007
RBC Capital Markets 1999 - 2002
Skills
Capital Markets, Equities, Trading, Fixed Income, Securities, Investments, Derivatives, Mutual Funds, Trading Systems, Portfolio Management, Equity Trading, Options
Education
University of Guelph 1993 — 1997
Hon. B. Comm., Management & Finance
E=fitness co-owner, Core Power Yoga 2001 - Present
RBC Capital Markets July 1991 - May 2001
Oppenheimer & Co. July 1986 - July 1991
Education
University of Illinois at Chicago
Tiedemann Investment Group September 2012 - Present
RBC Capital Markets December 2008 - December 2011
UBS Investment Bank April 2004 - October 2008
UBS Investment Bank November 2000 - April 2004
Paine Webber February 1999 - November 2000
Skills
ABS, Options, Securities, Trading, Valuation, Portfolio Management, Hedge Funds, Investment Banking, Risk Management
Education
University of Hawaii - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
RBC Capital Markets September 1976 - Present
Skills
Investment Banking, Fixed Income, Valuation, Electronic Trading, Trading Systems
Education
University of Maryland College Park 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Government
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
RBC Capital Markets 2014 - Present
RBC Capital Markets 2010 - 2013
RBC Capital Markets 2007 - 2010
Education
University of Denver - Daniels College of Business
Master of Business Administration (MBA)
University of Denver
Bachelor of Science in Business Administration (BSBA), Finance
RBC Capital Markets October 1999 - December 2014
Arthur Andersen LLP September 1994 - October 1999
Skills
Capital Markets, Due Diligence, Equities, Finance, Private Equity, Mergers, Corporate Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Risk Management, Valuation, Venture Capital, Hedge Funds
Education
University of Houston
B.B.A., Accounting
RBC Capital Markets May 2015 - Present
Education
University of Guelph