RBC Capital Markets
Industry: Finance service company
DescriptionRBC Capital Markets is a global investment bank providing services in banking, finance and capital markets to corporations, institutional investors, asset managers and governments globally. Locations span 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region. CEO: Doug McGregor (1 Nov 2008–) Number of employees: Over 7,200 Headquarters: Toronto, Canada Rating: A1 / AA- (Moody's / S&P) Traded as: NYSE: RY; TSX: RY Parent organization: Royal Bank of Canada
RBC Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
RBC Capital Markets Salaries. You can even request information on how much does RBC Capital Markets pay if you want to. Learn about salaries, pros and cons of working for RBC Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,148 RBC Capital Markets employees in database. Find out everything there's to know about RBC Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Capital Markets Employees
AvidXchange, Inc. October 2009 - Present
AvidXchange, Inc. October 2009 - Present
RBC Capital Markets 1998 - September 2005
Skills
Commercial Mortgate..., Accounts Payable, Financial Analysis, Customer Service, Financial Reporting, Microsoft Excel, Microsoft Office, Accounting, Management, Project Management, Public Speaking, Business Analysis, Sales
Education
University of North Carolina at Charlotte
Finance
SunCap Property Group November 2014 - Present
RBC Capital Markets January 2014 - October 2014
RBC Capital Markets May 2009 - December 2013
Lauth Property Group October 2005 - November 2008
Meade Gunnell Engineering & Surveying, PC November 2004 - October 2005
JDH Capital, LLC March 2002 - October 2004
Little Diversified Architectural Consulting December 1998 - March 2002
J. A. Jones April 1996 - December 1998
Skills
Real Estate Development, Construction Management, Construction, Land Development, Contract Management, Due Diligence, Civil Engineering, Management, Project Management, Feasibility Studies, Value Engineering, Real Estate Economics, Commercial Real Estate, Contract Negotiation, Real Estate, Residential Homes, Property Management, Leases, Process Scheduler, Investments, Corporate Real Estate, Financial Modeling, Disposition, Asset Management, Acquisitions
Education
University of North Carolina at Charlotte 1991 — 1996
BS, Civil Engineering
Finny January 2014 - Present
RBC Capital Markets December 2009 - July 2015
Bank of America April 2005 - June 2009
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Economics
Landon School 1990 — 1999
RBC Capital Markets June 2015 - Present
University of Oregon Investment Group May 2015 - Present
University of Oregon Investment Group November 2014 - Present
University of Oregon Investment Group February 2014 - Present
Journey Tree Financial Planning & Investments October 2014 - January 2015
Columbia Edgewater Country Club June 2014 - September 2014
Columbia Edgewater Country Club June 2013 - September 2014
Catholic Youth Organization August 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, FactSet, Economics, Mathematics, Office Management, Organization
Education
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Accounting & Economics
The Toro Company December 2013 - Present
Hexaware Technologies\Unisys Corporation March 2013 - November 2013
Merrill Corporation September 2012 - March 2013
C.H. Robinson Worldwide, Inc. July 2006 - September 2012
RBC Capital Markets July 2000 - July 2006
Microage/RTP Solutions, Inc. June 1995 - July 2000
Skills
Microsoft Exchange, Powershell, Blackberry Enterprise..., Lync Server 2010, VBScript, Hyper-V, Disaster Recovery, Windows Server, vSphere, Exchange 2010/2007/2003, Enterprise Vault, SCOM, Netbackup, Microsoft Technologies, Enterprise Software, Infrastructure, System Deployment, VMware Infrastructure, Group Policy, VMware ESX, Microsoft Lync Server, Postini, Mimesweeper, Microsoft Cluster, IIS, ITIL, Windows 7, Exchange 2013, Antivirus, Litigation Support, Lync Server 2013, SCOM 2012, NetIQ AppManager, Symantec Messaging..., Symantec.cloud, Message Labs, Brightmail, AutoHotKey, Visual Basic 5.0/6.0, E-Discovery, Microsoft Office..., Data Protection Manager, Unified Messaging, Microsoft Threat..., ISA Server 2006, Microsoft Forefront TMG..., TMG
Education
University of Missouri-Columbia 1981 — 1986
Bachelor of Science in Business Administration, Finance
Artisan Partners July 2014 - Present
RBC Capital Markets June 2013 - August 2013
The University of Notre Dame Mendoza College of Business August 2012 - January 2013
Skills
Microsoft Office, Customer Service, Teamwork, Event Planning, Event Marketing, Fundraising, Financial Modeling, Financial Analysis, Quantitative Research, Technical Presentations, Microsoft Excel, Finance, Data Analysis, Spanish
Education
University of Notre Dame 2010 — 2014
BBA, Finance
Rainier Investment Management 2002 - Present
Badgley Phelps Investment Managers August 1998 - August 2002
RBC Capital Markets 1992 - 1998
Skills
Portfolio Management, Equities, Asset Management, Investments, Asset Allocation, Mutual Funds, Fixed Income, Bloomberg, Financial Modeling, Trading, Investment Strategies, Wealth Management, Equity Research, Investment Advisory, Financial Services, Pensions, Securities, Investment Management
Education
University of Minnesota-Twin Cities 1988 — 1992
B.S. Economics
Washburn high school
Point B June 2015 - Present
Oregon Business Consulting Group January 2015 - June 2015
RBC Capital Markets June 2014 - August 2014
University of Oregon Investment Group May 2013 - June 2014
Willamette Angel Conference March 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
University of Oregon Investment Group March 2012 - May 2013
Skills
Valuation, Financial Analysis, Microsoft Excel, DCF, Financial Modeling, Equity Research, Leadership, PowerPoint, Entrepreneurship, Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Summa Cum Laude
WHU – Otto Beisheim School of Management
Westside Christian High School
RBC Capital Markets June 2007 - Present
Bank of America July 2001 - June 2007
Skills
Real Estate Development, Municipal Finance, Asset Management, Affordable Housing, Real Estate Financing, Acquisitions, Asset Dispositions, Portfolio Management, Real Estate Economics, Due Diligence, Valuation, Financial Modeling, Mortgage Lending, LIHTC, Tax Credits, Investment Properties, Capital Markets, Series 7, Apartments, Private Placements, Project Finance, Debt Restructuring, Property Management, Financial Structuring, Bonds, Structured Finance, Restructuring, Real Estate Transactions, Investment Banking
Education
University of New Orleans 1991 — 1994
Bachelor of Science (BS), Finance - Real Estate Concentration
Louisiana State University (LSU) 1987 — 1990
Finance, General
RBC Capital Markets June 2011 - Present
MF Global April 2008 - March 2012
Skills
HRIS, Applicant Tracking..., Change Management, Talent Management, Performance Management, Vendor Management, Onboarding, Human Resources, Succession Planning
Education
University of North Carolina at Greensboro 2000 — 2005
Bachelor of Arts (BA), Business/Corporate Communications
RBC Capital Markets August 2013 - Present
Allen Independent School District June 2012 - August 2013
Allen Independent School District April 2007 - June 2012
Birdville ISD July 2005 - April 2007
Greenville ISD October 2001 - June 2005
Skills
Educational Leadership, Public Speaking, Budgets, K-12, Team Building, Leadership Development, Microsoft Office, Strategic Planning, Accounting, Coaching, Elementary Education, Fundraising, Higher Education, Leadership, Lesson Planning, Management, Sales
Education
University of North Texas 2006 — 2009
MBA, Strategic Management
Austin College 1993 — 1997
BA, Business Administration
Computershare Canada 2015 - Present
RBC Capital Markets 2005 - 2014
IBM/CIBC 2002 - 2005
Self Employed 1999 - 2004
Cognicase 2001 - 2002
Sunnybrook & Women’s College Health Sciences Centre 1997 - 2000
Skills
Access, Bilingual English French, Administration, Organization Skills, Relational Databases, User Acceptance Testing, problem solving skills, Microsoft Excel, SQL, Testing, Regression Testing, Canadian Securities..., Customer Service, Microsoft Office, PowerPoint, Business Analysis, VBA, Analysis, Office Administration, Microsoft SQL Server, HTML, Requirements Gathering
Education
University of Ottawa
Psychology
College of Hull
Psychology (Social Science Diploma)
College of Rosemont
Administration
Canadian Business College
Information Technology Certificate
Endeavour Capital August 2015 - Present
Young Entrepreneurs Business Week August 2011 - Present
RBC Capital Markets June 2013 - July 2015
University of Oregon Investment Group May 2012 - June 2013
Amplify Apparel, LLC August 2011 - June 2013
RBC Capital Markets June 2012 - August 2012
University of Oregon Investment Group March 2011 - May 2012
Ferguson Wellman Capital Management, Inc June 2011 - September 2011
Education
University of Oregon 2010 — 2013
BS - Accounting: Lundquist College of Business Honors Program, Focus in Finance and Minor in Economics, Alumni
Tigard High School 2006 — 2010
International Baccalaureate Diploma, Valedictorian
TD November 2014 - Present
CIBC December 2013 - September 2014
RBC Capital Markets March 2012 - June 2013
Skills
Mortgage Lending, Refinance, Debt Consolidation, Credit Analysis, Residential Mortgages, Construction Loans, Independent Financial..., Retail Banking, Home Equity Lines of..., Investment Properties, First Time Home Buyers, Condos, New Immigrant Lending, CMHC, Customer Relations, Microsoft Office, Loans, Investments, Banking, Financial Analysis, Customer Service, Leadership
Education
University of Ontario Institute of Technology 2005 — 2010
Bachelor of Commerce (B.Com.), Finance
Societe Generale Corporate & Investment Banking January 2011 - Present
RBC Capital Markets May 2006 - February 2011
First Commercial Credit Corp. 2004 - 2006
Skills
Fixed Income, Hedge Funds, Structured Products, Capital Markets, Derivatives, Equities, Investment Banking, Bloomberg, Commodity, Series 7, Options, FX Options, Credit Derivatives, Equity Derivatives, Credit Risk
Education
University of Pennsylvania 2000 — 2004
John Jay HighSchool 1996 — 2000
RBC Capital Markets July 2015 - Present
Sapient Private Wealth Management October 2014 - June 2015
University of Oregon Investment Group October 2013 - June 2015
Pacific Crest Securities July 2014 - September 2014
Pacific Crest Securities June 2014 - July 2014
Credit Concepts Inc. September 2011 - June 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Economics, Data Analysis, Equity Derivatives, Financial Accounting, Econometrics, Analysis, Quantitative Analytics, Macroeconomics, Financial Economics, Financial Management, Monetary Policy, Financial Risk, Mathematics, Stata, Microsoft Excel
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Econometrics and Quantitative Economics
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
RBC Capital Markets March 2014 - Present
RBC Capital Markets January 2013 - March 2014
Fidus Partners July 2012 - December 2012
Fidus Partners May 2011 - August 2011
The Carlyle Group June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Leveraged Finance, M&A experience, Due Diligence, Mergers, LBO, Bloomberg, Fixed Income
Education
UNC Kenan-Flagler Business School 2008 — 2012
BS, Business Administration
Charlotte Country Day School 2004 — 2008
FRC Holdings January 2013 - Present
Neufocus, LLC August 2012 - Present
DigitalTown March 2012 - November 2012
Northland Capital Markets January 2009 - February 2012
RBC Capital Markets June 2007 - November 2008
Piper Jaffray May 2000 - June 2007
Aristotle Fund 1999 - 2000
Conseco Finance Corporation (k/n/a Green Tree Servicing) 1998 - 2000
Morgan Stanley 1996 - 1998
Hennepin County Medical Examiners Office 1992 - 1997
Skills
Investment Banking, Capital Markets, Mergers, Corporate Finance, Corporate Development, IPO, Financial Analysis, Due Diligence, Business Strategy, Management Consulting, Venture Capital, Executive Management, Digital Media, Digital Media Sales, Social Networking, Social Networking Sites, Affiliate Marketing, Affiliate Management, Turn Around Management, Turnaround Experience, Social Media, Mergers & Acquisitions, Portfolio Management, Strategic Partnerships, Start-ups, Finance, Financial Modeling, Financial Services, Investments, Entrepreneurship, Risk Management, Leadership, Banking, Private Equity, Strategic Planning, Loans, Credit, Management, Asset Management, Analysis, Investor Relations, Valuation, Acquisitions, Business Development, Accounting, Equities, Business Planning, P&L Management, Strategy, Strategic Financial...
Education
University of Saint Thomas - School of Business 1998 — 2000
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1993
BS, Mortuary Science
University of Wisconsin-Madison 1989 — 1991
Biological Anthropology
Barclays Investment Bank June 2013 - August 2013
Grant Thornton International Ltd January 2013 - April 2013
Delegate Advisors September 2012 - December 2012
RBC Capital Markets June 2012 - August 2012
Skills
Bloomberg, PowerPoint, Mergers, Microsoft Word, Finance, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Bloomberg Terminal, Economics, Private Equity, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - September 2014
Skills
Economics, Financial Modeling, Equities, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Investments, Management, Market Research, Data Analysis, Insurance
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics
Delbarton High School 2007 — 2011
RBC Capital Markets September 2010 - Present
Barclays Wealth 2008 - October 2010
Lehman Brothers March 2001 - September 2008
Salomon Smith Barney/Citigroup July 1996 - March 2001
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Financial Services, Securities, Compliance, Surveillance, Actimize, Project Management, Hedge Funds, Investment Banking, Asset Management, Leadership, Market Data, Electronic Trading, Options, Equity Derivatives, Equity Trading, Alternative Investments, Prime Brokerage, Structured Products, Control Room, FX Options, Trading, Credit Derivatives, Financial Markets, Middle Office
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance and Accounting
University of Pennsylvania 1992 — 1996
BAS, Computer Science and Engineering
RBC Capital Markets September 2003 - August 2005
Lehman Brothers March 1997 - March 2000
Goldman Sachs March 1983 - February 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1982
BA, Economics, History
BMO Financial Group September 2014 - Present
University of Toronto Alumni Association June 2014 - Present
Qapia Lima January 2011 - Present
BMO Financial Group August 2013 - August 2014
RBC Capital Markets July 2010 - August 2013
Centre for Management of Technology & Entrepreneurship September 2009 - April 2010
University of Toronto January 2009 - January 2010
Bank of Montreal May 2008 - September 2009
University of Toronto May 2007 - October 2007
Skills
Agile, Process Mapping, Product Requirements, Requirements Analysis, Business Analysis, Data Analysis, Access, Excel, SQL, Operations Research, Process Engineering, Visio, HTML, PowerPoint, Matlab, Problem Solving, Microsoft Office, Word, Research, Java, Team Leadership, Process Improvement, Analysis, English, Teamwork, Business Strategy, French, Cross-functional Team..., Project Management, MS Project, Event Planning, Event Management, Entrepreneurship, Microsoft Word, Microsoft Excel, SDLC, Project Planning, VBA, Business Intelligence, Software Project..., Microsoft Project
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (MBA)
University of Toronto 2005 — 2010
Industrial - Systems Engineering, Information Systems
Markham College 1994 — 2003
Colegio Magister 1990 — 2000
TD Securities March 2014 - Present
RBC Capital Markets July 2011 - March 2014
TD Securities April 2009 - June 2011
RBC Dominion Securities September 2008 - February 2009
Oracle Financial Services Software Ltd 2005 - 2007
Skills
Market Risk, Strategy, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Management, Risk Management, Trading, Investment Banking, Derivatives, Capital Markets, Banking, Fixed Income
Education
York University - Schulich School of Business 2007 — 2008
MBA, Investment Management
University of Mumbai 1999 — 2003
B.E., Electronics
William Blair & Company September 2014 - Present
Robert W. Baird & Co. June 2012 - August 2014
David Tiffin & Associates October 2011 - June 2012
RBC Capital Markets December 2002 - October 2011
Richardson ISD February 1976 - November 2002
Skills
Bonds, Administration, Policy, Strategic Planning, Financial Analysis, Accounting, Budgeting, Public Finance, Customer Relations, Debt, Capital Markets, Financial Reporting, Financial Management, Investment Banking, Credit Analysis, Portfolio Management, Financial Modeling, Public Speaking, Microsoft Office, Non-profits, Problem Solving, Fixed Income, Budgets, Risk Management, Leadership, Nonprofits, Finance, Series 7, Managerial Finance, Management Consulting, Investments, Securities, Customer Service, Strategic Financial..., Due Diligence, Series 63, Corporate Finance, Derivatives, Financial Structuring, Valuation, Equities, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Alternative Investments, Treasury Management, Banking, Municipal Bonds, Credit
Education
Texarkana Arkansas High School
University of North Texas
BBA, Accounting
RBC Capital Markets August 2011 - Present
GE Capital/Commercial Lending August 2009 - August 2011
GE Capital/GE Commercial Aviation Services July 2007 - August 2009
The Boeing Company September 2001 - May 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Due Diligence, Credit, Underwriting, Corporate Finance, Financial Analysis, Risk Management, Financial Risk, Banking
Education
University of Southern California - Marshall School of Business 2004 — 2007
MBA
University of Oregon - Charles H. Lundquist College of Business 1997 — 2001
BS
RBC Capital Markets June 2009 - Present
University of Oklahoma August 2007 - December 2008
Oklahoma Underdogs August 2005 - December 2008
Halogen Asset Management May 2008 - August 2008
Education
University of Oklahoma - Price College of Business 2007 — 2008
MBA, Finance and Investment Management
RBC Capital Markets September 2014 - Present
University of Pennsylvania September 2011 - May 2015
PNC April 2014 - August 2014
M&T Bank May 2013 - August 2013
Skills
Finance, Microsoft Excel, Microsoft Office, Java, Corporate Finance, Public Speaking, SAS, Engineering Economics, Research, Credit Risk, Probability, Risk Models, Strategic Analytics
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Electrical and Electronics Engineering
OpenDoor 2013 — 2014
Inside An Investment Bank Sponsored by Bank of America Merrill Lynch, Finance, General
Canisius High School 2007 — 2011
M-III Partners February 2015 - Present
Eventblimp, Inc. June 2014 - Present
Grey Mountain Partners September 2013 - August 2014
Citi June 2011 - June 2013
RBC Capital Markets October 2010 - June 2011
Carson Medlin Company Investment Bankers June 2009 - August 2009
Kenan-Flagler Business School August 2008 - June 2009
Skills
Mergers, Strategy, Capital Raising, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Bloomberg, Equity Research, Financial Analysis, DCF, LBO, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
ICR May 2015 - Present
Piper Jaffray & Company September 2006 - Present
RBC Capital Markets April 2004 - September 2006
American Express Financial Advisors March 1997 - March 2004
Skills
Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, Series 7, Financial Analysis, Equity Valuation, Medical Devices, Financial Markets, Financial Statement..., Healthcare, Alternative Investments, Portfolio Management, Mutual Funds, Risk Management, Quantitative Analytics, Analysis, Industry Research, Due Diligence, Investor Relations, Mentoring, Stock Picking, DCF, Finance, Financial Services, Fixed Income
Education
University of Minnesota-Twin Cities 1998 — 2000
MBA, Finance
Michigan State University 1987 — 1992
B.A., Accounting
Mizuho Securities USA Inc. June 2014 - Present
RBC Capital Markets 2013 - 2014
Credit Suisse 2012 - 2013
UBS Investment Bank June 2007 - May 2011
Skills
Trading, Bonds, Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Securities, Structured Products, Swaps, Trading Systems, Investment Banking, Interest Rate..., Options, Series 7, Credit Derivatives, Electronic Trading, Financial Markets, Prime Brokerage, Proprietary Trading, Series 63, Hedging, Rates, Trading Strategies, Market Making, Risk Management, Alternative Investments, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
BA, Economics
Energy & Natural Resources Sectors May 2014 - Present
ZaZa Energy Corporation May 2014 - November 2014
ZaZa Energy Corporation August 2012 - May 2014
Odin Advisors LLC January 2009 - August 2012
BNP Paribas November 2007 - November 2008
RBC Capital Markets September 2003 - November 2007
UBS Investment Bank May 2000 - August 2003
Prudential Securities June 1997 - April 2000
Rothschild Inc. April 1996 - May 1997
Wheat First Butcher & Singer July 1993 - March 1996
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Finance, Corporate Finance, Divestitures, Mergers, Due Diligence, Restructuring, Strategic Consulting, Acquisitions, Valuation, Business Strategy, Venture Capital, Business Development, Energy, Joint Ventures, Corporate Development, Investor Relations, Equities, Financial Modeling, Business Advisory, Start-ups, Corporate Advisory, International..., Private Placements, Management, Emerging Markets, LBO, Financial Structuring
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, English
R.J. Reynolds High School 1985 — 1989
High School
RBC Capital Markets August 2015 - Present
RBC Capital Markets January 2014 - August 2015
RBC Capital Markets December 2011 - February 2014
Mattel November 2006 - December 2012
The Karin Housley Show June 2010 - February 2011
Enterprise Rent-A-Car January 2010 - October 2010
Skills
Leadership, Social Media, Customer Service, Teamwork, Entrepreneurship, Strategic Planning, Social Media Marketing, Management, Social Networking, Public Speaking
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor's degree, Communication, General
University of Minnesota-Twin Cities 2004 — 2009
Bachelor's, Communications
RBC Capital Markets January 2013 - Present
J.P. Morgan May 2012 - August 2012
Financial Services Forum January 2011 - May 2011
Notre Dame Undergraduate Admissions and SIBC May 2010 - June 2010
Education
University of Notre Dame 2009 — 2013
BA, Mendoza College of Business, Political Science
Shanghai American School 2002 — 2009
RBC Capital Markets July 2015 - Present
Fitch Learning August 2015 - August 2015
RBC Capital Markets June 2014 - August 2014
Ritholtz Wealth Management May 2013 - August 2013
Fusion Analytics Investment Partners, LLC May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Behavioral Finance, Research, Data Analysis, Public Speaking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), PPE
Syosset High School 2007 — 2011
High School Diploma
RBC Capital Markets 1976 - 2013
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Investments, Structured Products, Financial Analysis, Bonds, Finance, Financial Modeling, Mergers & Acquisitions
Education
University of Minnesota-Twin Cities 1974 — 1976
Master of Business Administration (MBA), Finance, General
University of Minnesota-Twin Cities 1966 — 1970
Bachelor's degree, English Language and Literature, General
st Louis park
Asset Private BankerINFIDAR INVESTMENT ADVISORY, Zurich, SwitzerlandJuly 2009 - June 2012
RBC Capital Markets May 2006 - May 2009
Skills
Wealth Management, Portfolio Management, Financial Markets, Private Banking, Capital Markets, Fixed Income, Emerging Markets, Investments, Equities, Bonds, Investment Banking, Asset Management, Private Equity, Alternative Investments, Asset Allocation, FX Options
Education
University of Oxford 1990 — 1992
economia
USF-universidade sao francisco
ZS Associates July 2014 - Present
University of Pennsylvania January 2014 - May 2014
ZS Associates May 2013 - August 2013
Azumio Inc. August 2012 - April 2013
RBC Capital Markets July 2009 - August 2009
Skills
Biomedical Engineering, Cell Culture, PCR, Data Analysis, Matlab, Biotechnology, Statistics, Lifesciences, Market Research, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Bioengineering; Minor in Engineering Entrepreneurship
RBC Capital Markets September 2015 - Present
Izadyaran Sirjan January 2014 - June 2015
Applestan June 2009 - May 2015
University of Ottawa September 2013 - August 2014
IBM Centre for Business Analytics and Performance January 2012 - December 2013
Telfer School of Management September 2011 - December 2013
Izadyaran Sirjan April 2008 - September 2011
Dadeh Negar Co. September 2009 - February 2010
Skills
Business Analysis, Project Management, Programming, Web Development, Strategic Planning, Entrepreneurship, Business Process..., Performance Management, Application Portfolio..., Enterprise Architecture, Business Planning, Data Analysis, Data Mining, JavaScript, C#, SQL, Teamwork, Web Design, CSS, XML, Knowledge Management, Negotiation, Supply Chain Management, Business etiquette, Content Management, Survey Design, Strategic Financial..., Assistant Teaching, Excel/VBA, Finance, ITIL, OS Admin, PL/SQL, Professional Skills, UNIX, BPMN 2.0, Communication, Facilitation, Data Modeling, Investigation, MS Office Visio, Application Support, Interpersonal Skills, MS Office Suite, Requirements Engineering, MS Office Project, Agile Methodologies, SDLC, Scrum, Lean Thinking
Education
University of Ottawa / Université d'Ottawa 2011 — 2013
M.Sc. in Electronic Business Technologies
Islamic Azad University South Tehran Branch 2005 — 2010
B.Sc. in Information Technology Engineering
Allameh Helli Tehran 2000 — 2004
Pre-university Education
TD Banking and Financial Group April 2014 - Present
RBC Capital Markets November 2013 - April 2014
Scotia Capital January 2013 - November 2013
Bank of Montreal March 2007 - September 2012
Loblaw Companies Limited November 2000 - March 2007
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Trading Systems, MUREX, FX Trading, Equity Trading, Derivatives, Regulatory Reporting, Options, Precious Metals, FX Options, FX Derivatives, Business Requirements, Functional..., User Acceptance Testing, Wall Street Systems, Business Systems..., Capital Markets, Market Risk, Equity Derivatives, Electronic Trading, Sybase, SQL, Oracle
Education
Bombay University
B.Com, Commerce
Boston Institute
ACD, Computer Science
Startup Institute June 2015 - August 2015
RBC Capital Markets November 2014 - May 2015
General Assembly September 2014 - December 2014
RBC Capital Markets March 2012 - November 2014
General Assembly December 2013 - March 2014
Royal Bank of Scotland Group August 2010 - February 2012
Royal Bank of Scotland Group June 2008 - August 2010
ABN AMRO Bank N.V. May 2007 - June 2008
LaSalle Bank NA / ABN AMRO Bank NV May 2007 - August 2007
ABN AMRO Bank N.V. June 2006 - August 2006
Skills
HTML, CSS, User Experience, Product Management, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Credit Risk, Banking, Credit, Finance, Corporate Finance, Risk Management, Financial Risk, Loans, Cash Management, Mergers & Acquisitions, Leveraged Finance, Investments, Management
Education
University of Notre Dame 2003 — 2007
BBA
Hutchinson, Shockey, Erley & Co. May 2009 - Present
Banc of America Securities February 2007 - February 2009
RBC Capital Markets January 2000 - January 2007
Education
University of North Texas 1997 — 2000
Master of Science (M.S.), History
University or Texas at Austin 1980 — 1984
bachelors of Business Administration, Finance, General
Makosi Consulting November 2014 - Present
American Express June 2014 - November 2014
TD October 2013 - February 2014
RBC Capital Markets August 2012 - July 2013
TD Securities October 2010 - August 2012
Deloitte October 2009 - October 2010
BMO Financial Group February 2009 - August 2009
Thomas Weisel Partners July 2007 - October 2008
BMO Financial Group September 2006 - April 2007
Merrill Lynch Canada June 1998 - December 2004
Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options
Education
York University - Schulich School of Business 2005 — 2006
MBA, Financial Engineering
University of Ottawa 1992 — 1997
Bachelors, Economics Math
Dropbox October 2014 - Present
Dropbox April 2014 - September 2014
Dropbox August 2013 - April 2014
RBC Capital Markets February 2012 - July 2013
RBC Capital Markets August 2011 - February 2012
RBC Capital Markets June 2010 - August 2010
Skills
SQL, HQL, Python, Analysis, IT Solutions, Investments, Capital Markets, Financial Modeling
Education
University of Pennsylvania 2007 — 2011
BA, Economics, Political Science; Magna Cum Laude
Big Sky High School 2003 — 2007
Valedictorian
RBC Capital Markets August 2015 - Present
HOOPP (Healthcare of Ontario Pension Plan) June 2014 - August 2015
Foresters January 2013 - April 2014
Foresters May 2011 - January 2013
Skills
Business Process..., Process Improvement, PMO, Requirements Gathering, Visio, SDLC, Business Process, Access, Analysis, SharePoint, Financial Services, Project Management, Project Portfolio..., Financial Analysis, Strategic Financial..., Financial Risk, Financial Planning, Budgets, Leadership, Requirements Analysis, Team Leadership
Education
University of Ontario Institute of Technology 2007 — 2011
Bachelor of Health Sciences, Health Information Management
PMI
CAPM, Project Management
Salvatore Ferragamo June 2014 - Present
Lacoste June 2011 - June 2014
Calvin Klein June 2010 - June 2011
Gilt Groupe January 2009 - March 2010
Saks Fifth Avenue October 2007 - December 2008
BlackBook Media August 2007 - January 2008
RBC Capital Markets 2006 - 2007
Skills
Fashion, Trend Analysis, Merchandising, Retail, E-commerce, Wholesale, Microsoft Excel, PowerPoint, Merchandise Planning, Microsoft Word, Microsoft Office, Team Leadership, Recruiting, CPFR, Press Releases, Creative Direction, Apparel, Trend, Store Management, Inventory Management
Education
University of Pennsylvania 2002 — 2006
BS, BA, Finance, Philosophy
Piper Jaffray April 2011 - Present
Collins Stewart January 2011 - April 2011
RBC Capital Markets December 2006 - December 2010
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Series 7, Bloomberg, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Fixed Income, Private Equity
Education
University of Minnesota-Twin Cities
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
IAC April 2013 - Present
RBC Capital Markets July 2011 - April 2013
Israel Defense Forces February 2010 - April 2011
DFJ Gotham Ventures October 2009 - December 2009
Insight Venture Partners June 2009 - August 2009
Penn Hillel 2008 - 2009
Merrill Lynch June 2008 - August 2008
Skills
Venture Capital, Due Diligence, Investments, Market Research, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Mergers, Hebrew, Competitive Analysis
Education
University of Pennsylvania 2006 — 2009
BA, Economics
RBC Capital Markets March 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2013 - March 2014
UBS Investment Bank July 2011 - July 2013
Prudential Financial June 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
B.A., Economics
Goldman Sachs August 2014 - Present
RBC Capital Markets June 2013 - August 2014
The Wharton School January 2013 - May 2013
The White House May 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
RBC Capital Markets January 2012 - Present
Skills
MBS, Fixed Income, ABS, Capital Markets, Hedge Funds, Trading, Bloomberg, CMBS, Bonds, Portfolio Management, Investment Banking, Asset Managment, Alternative Investments, Derivatives
Education
University of Notre Dame 1994 — 1998
BBA
RBC Capital Markets August 2003 - Present
Arthur Andersen 1998 - 2003
Sebesta Blomberg 1995 - 1998
Skills
Series 7, Equities, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Trading, Copy Editing, Bonds, Research, Investments, Project Management, Valuation, Securities, Microsoft Office, Microsoft Excel
Education
University of Minnesota-Twin Cities 1989 — 1993
St. Croix Central
University of Minnesota-Twin Cities
Bachelor of Arts (BA), English Language and Literature, General
RBC Capital Markets November 2013 - Present
RBC Capital Markets November 2012 - November 2013
RBC Capital Markets January 2012 - November 2012
RBC Capital Markets April 2009 - November 2012
Merrill Lynch March 2007 - April 2009
ABN AMRO Bank 2005 - 2007
Skills
Market Data, Trading Systems, Unix, Low Latency, Bloomberg, Capital Markets, RMDS, TIBCO Rendezvous, Vendor Management, Exchange Connectivity, Electronic Trading, Fixed Income, Solaris, Financial Markets, Infrastructure, Equity Derivatives, Reference Data, Wombat, Unix Shell Scripting, Bloomberg Terminal, Reuters, Perl, Disaster Recovery, Incident Management, TIBCO, Databases, Sybase, Derivatives, Technical Analysis, Solace, Exegy
Education
University of Nottingham 2001 — 2004
Bachelor of Science (B.Sc.), Physics
Overlook Auxiliary July 2015 - Present
Junior League of Summit September 2014 - Present
Barclays Capital December 2007 - September 2011
Lehman Brothers July 2006 - December 2007
Lehman Brothers July 2004 - July 2006
Platzer, Swergold, et al. November 2003 - March 2004
US Bancorp January 2003 - August 2003
RBC Capital Markets May 2002 - December 2002
US Bancorp January 2000 - May 2002
Commercial Federal Bank January 1997 - January 2000
Skills
Loans, Management, Outlook, Real Estate, Portfolio Management
Education
University of Northern Iowa 1992 — 1996
BS, Public Administration
SF Capital Group June 2013 - Present
Siar Capital August 2009 - May 2013
RBC Capital Markets September 2006 - July 2009
Skills
Due Diligence, Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Capital Markets, Private Equity, Equity Trading, Trading, Investments, Financial Analysis, Business Strategy, Securities, Microsoft Excel, Start-ups, Fundraising, Marketing, Microsoft Office, Business Development, Hedge Funds, Equity Research
Education
University of Pennsylvania 2001 — 2005
BS, Economics
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics
PNC Bank March 2012 - Present
RBC Bank 2010 - 2012
RBC Capital Markets 2005 - 2009
Natexis Bleichroeder 2002 - 2005
Lehman Brothers 2001 - 2002
BB&T 1999 - 2001
BB&T 1995 - 1999
Skills
Portfolio Management, Capital Markets, Credit Analysis, Risk Management, Relationship Management, Strategy, Financial Services, Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
Wake Forest University - Babcock Graduate School of Management
Masters in Business Administration, Finance
RBC Capital Markets October 2013 - Present
Skills
Software Engineering, Enterprise Risk..., Software Development, Java, Computer Science, C++, Algorithms, Market Risk, VAR, Stress Testing, Financial Risk, Market Data, Oracle, Bloomberg, Risk Management, Integration, Business Analysis
Education
University of Oxford 2005 — 2009
D.Phil.
University of Patras 1999 — 2005
Computer Engineering and Informatics
George Weiss Associates January 2015 - Present
RBC Capital Markets March 2014 - January 2015
Mitsubishi UFJ Securities (USA), Inc. January 2011 - March 2014
KBC Financial Products October 2007 - February 2011
Skills
Alternative Investments, Bloomberg, Capital Markets, Credit Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Options, Valuation, Series 7, Bonds
Education
University of Pennsylvania 2003 — 2007
Ameriprise Financial August 2011 - Present
Ameriprise Financial November 2007 - July 2011
RBC Capital Markets February 2005 - November 2007
RBC Dain Rauscher February 2002 - January 2005
Arnold Worldwide May 2001 - September 2001
Target March 2000 - January 2001
Skills
Series 7, Series 63, Series 55, Fixed Income, Municipal Bonds, Bloomberg, Trading, Investments
Education
University of Minnesota-Twin Cities 1995 — 2001
B.A.
Wachovia Securities April 2007 - Present
RBC Capital Markets August 2006 - March 2007
Education
University of North Carolina at Chapel Hill 2000 — 2005
RBC Capital Markets September 2011 - Present
Citi November 2009 - August 2011
CIBC March 2006 - October 2009
CGI/Bell Canada June 2005 - January 2006
Oracle Inc (Formerly Sun Microsystems Inc) June 2004 - April 2005
Oracle Inc (Formerly Sun Microsystems Inc) April 2000 - May 2004
Tata Consultancy Services (Formerly Tata Infotech Limited) August 1997 - February 2000
Skills
Business Analysis, Management, Project Management, Software Project..., Scrum, XML, SDLC, Software Development, Requirements Analysis, SOA, CRM, Agile Methodologies, Java, Enterprise Software, Solution Architecture
Education
University of Toronto - Rotman School of Management 2007 — 2010
MBA
University of Mumbai 1993 — 1997
B.Eng.
Paranjape Vidyalaya 1981 — 1991
PMP
PMP
RBC Capital Markets September 2014 - Present
Citi July 2012 - Present
RBC April 2007 - June 2012
Fidelity Investment Canada Ltd 1994 - 2007
Skills
Quality Assurance, Test Planning, Test Cases, User Acceptance Testing, Software Quality..., Testing, Test Director, Software Quality, Regression Testing, Quality Center, System Testing, Test Management, Test Automation, Test Strategy, QTP, Manual Testing, JIRA, Unix, Regression, SQL, Performance Testing, Integration, Requirements Analysis, Requirements Gathering, SDLC, Waterfall
Education
University of Mumbai 1989 — 1992
Marketing
Sacred Heart Boys High School 1975 — 1980
EAS Advisors, LLC March 2011 - Present
Espirito Santo Investment Bank August 2009 - January 2011
Atlantic Pacific Capital August 2007 - November 2009
IHS Herold 2005 - 2007
RBC Capital Markets September 2003 - May 2005
Skills
Investment Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Hedge Funds, Trading, Valuation, Commodity, Investments, Private Placements, Equity Research, Financial Structuring, IPO, Equities, Financial Modeling, Energy, Bloomberg, Asset Management, Bass Fishing
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Finance
Woodbury Financial Services April 2012 - Present
RBC Wealth Management 2010 - 2011
RBC Capital Markets 2007 - 2010
RBC Capital Markets 2003 - 2007
RBC Capital Markets 1998 - 2003
RBC Capital Markets 1996 - 1998
Skills
Requirements Gathering, Business Requirements, Business Process, Business Analysis, Project Implementation, Cross-functional Team..., Salesforce.com, Process Improvement, Visio, Financial Services, Access, User Acceptance Testing, Project Planning, Project Execution, Defect Tracking, Gap Analysis, Integration, Mergers & Acquisitions, Finance, Financial Reporting, Project Coordination, Project Delivery, Manage multiple..., Highly Analytical, Procedure Analysis, Data Analysis, Process Flow, Test Script Creation, Integration Testing, Mergers, Detail Orientation, Microsoft Project, Excel, Cognos, Analysis
Education
University of Northern Iowa 1995 — 2000
Bachelor of Arts (B.A.), Accounting
RBC Capital Markets April 2006 - Present
AFA 2004 - 2006
Skills
Derivatives, Investment Banking, Capital Markets, Program Management, Equities, SDLC, Trading Systems
Education
University of Minnesota-Twin Cities
Citi August 2015 - Present
Citi December 2010 - August 2015
RBC Capital Markets September 2007 - November 2010
Capgemini January 2000 - August 2007
Infobahn October 1996 - December 1999
Skills
Fixed Income, Microsoft Technologies, Database Admin, Project Management, Business Intelligence, Banking, Reference Data, Capital Markets, SDLC, Market Data, PMO, Electronic Trading, Trading, Financial Risk, Business Analysis, IT Management, Project Delivery, Software Project..., Management
Education
University of Mumbai
BS
Glidden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. August 2015 - Present
Neuberger Berman April 2014 - June 2015
RiverSource Distributors October 2008 - April 2014
RiverSource Distributors October 2007 - October 2008
RBC Capital Markets March 2006 - December 2006
UBS Wealth Management April 2000 - March 2006
Education
University of Saint Thomas - School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (BS), Marketing & Speech Communications
Neuberger Berman August 2012 - Present
Touchstone Investments December 2008 - August 2012
Touchstone Investments August 2007 - August 2012
RBC Capital Markets July 1998 - January 2007
US Army 1989 - 1991
Education
University of Minnesota-Twin Cities
BA, History
RBC November 2013 - Present
RBC Capital Markets August 2003 - October 2013
Merrill Lynch January 2000 - August 2003
Canada Trust June 1996 - January 2000
Skills
Risk, CMBS, Asset Management, Real Estate Investment, Corporate Finance, Credit, Real Estate, Investment Properties, Mortgage, Capital Markets, Negotiation, Real Estate Financing, Credit Risk, Financial Risk, Asset Managment, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Financial Modeling, Structured Finance, Financial Structuring, Investment Banking, Valuation, Private Equity, Financial Analysis, Finance
Education
University of Ottawa / Université d'Ottawa 1982 — 1987
RBC Capital Markets April 2014 - Present
Barclays July 2012 - April 2014
Barclays Capital June 2011 - August 2011
CRT Investment Banking July 2009 - May 2010
CRT Capital Group July 2006 - July 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2006
BS, Finance and Marketing
Marine Magnetics June 2013 - Present
RBC Capital Markets September 2010 - September 2012
RBC Capital Markets 2010 - 2012
Skills
Solidworks, Mechanical Engineering, Mechanical Product..., Project Management, Requirements Gathering, Analysis, SQL, Visio, Data Analysis, Business Analysis, Business Requirements, VBA, Requirements Analysis, Systems Analysis, Data Modeling, Functional..., SharePoint, Product Design, Epicor, SolidWorks
Education
University of Toronto 2007 — 2013
Bachelor of Applied Science, Mechanical Engineering & Mechatronics
University of New Hampshire 2006 — 2007
Citi February 2015 - Present
RBC Capital Markets April 2011 - February 2015
Goldman Sachs July 2008 - April 2011
Deutsche Bank June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Equities, Private Equity, Fixed Income, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 2004 — 2008
BBA, Finance and Economics
Kellenberg Memorial Highschool 2000 — 2004
High School Diploma
st. brigid
RBC Capital Markets September 2014 - Present
Citi Investment Research January 2013 - September 2014
Citi Investment Research March 2010 - January 2013
FBR Capital Markets August 2009 - March 2010
Robert W. Baird & Co. July 2005 - August 2009
Education
University of Notre Dame 2001 — 2005
B.B.A., Finance
RBC Capital Markets November 1997 - Present
Sheridan College January 1997 - May 1999
Neate Roller Ltd November 1989 - November 1997
Skills
Change Management, Project Management, Customer Service, Systems Analysis, Analysis, Teaching Adults, Leadership Development, Leadership, Team Leadership, Disaster Recovery, Capital Markets, Fundraising, Business Analysis, SDLC, Market Data, User Acceptance Testing, Public Speaking, Requirements Analysis, Sybase, Member of Toastmasters, Vendor Management, Risk Management, Trading Systems, SQL, Banking, Business Requirements, Equities, Electronic Trading, Integration, Reference Data, Project Delivery, Data Modeling, Software Documentation, Low Latency, Visio
Education
York University 1991 — 1995
BSc, Computer Science
University of Mumbai 1986 — 1989
BSc, Physics
Sophia College 1984 — 1986
Science, Grade 11, 12
St.Agnes (CJM) 1972 — 1984
Nursery, Kindergarden, Grade 1 -10
RBC Capital Markets October 2011 - Present
National Australia Bank January 2008 - July 2011
Bank of America November 2006 - January 2008
BNP Paribas August 2003 - November 2006
Skills
Derivatives, Capital Markets, Credit Risk, Internal Audit, Financial Risk, Fixed Income, Auditing, Structured Products, Portfolio Management, Credit, Finance
Education
Information Security and Control Association 2005 — 2005
CISA, IT Audit
CPA Australia 1998 — 2002
CPA, Accountancy
University of New England (AU) 1996 — 1997
Graduate Diploma in Financial Management, Accountancy, Finance
University of New England (AU) 1992 — 1995
BA, History, Economics
RBC Capital Markets Corporation (formerly RBC Dain Rauscher Inc.) 2003 - Present
RBC Capital Markets 2003 - Present
RBC Royal Bank May 1997 - Present
Education
University of Minnesota-Twin Cities 1996 — 1999
B.S., Organization Development & HRD
Fenway Partners August 2012 - Present
Morgan Stanley March 2010 - July 2012
RBC Capital Markets July 2008 - February 2010
Skills
Financial Modeling, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Capital IQ
Education
University of Pennsylvania 2004 — 2008
BSE, Systems Engineering
RBC Capital Markets October 2014 - Present
Skills
Accounting, Project Management, Strategy, Strategic Planning, Access, Investment Banking, Financial Reporting, Business Strategy
Education
University of Newcastle 2003 — 2005
MBA, Management
University of Nairobi
RBC Capital Markets January 2014 - Present
Morgan Stanley August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers September 2006 - September 2008
Skills
Valuation, Derivatives, Financial Modeling, Fixed Income, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
M.S., Accounting
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Accounting
P3 Development Advisors, LLC October 2007 - Present
RBC Capital Markets 2006 - 2007
NatCity Investments 2002 - 2006
McDonald Investments 1986 - 2001
Education
University of Notre Dame 1975 — 1979
BA, Government
RBC Capital Markets May 2014 - Present
RBC Capital Markets May 2010 - April 2014
Cogent Valuation July 2008 - April 2010
Education
University of Oregon 2004 — 2008
BS, Finance and Economics (Double)
RBC Capital Markets 2015 - Present
Skills
Quality Assurance, PL/SQL, Test Planning, Agile Methodologies, Testing, JIRA, SQL, Data Migration, Telecommunications, Selenium, Python, QTP, User Acceptance Testing, Manual Testing, HTML, MySQL, Java, Oracle, Jenkins
Education
CFA Institute 2013 — 2015
Passed all three levels of the CFA Program
University of Mumbai 2002 — 2006
Bachelor’s Degree, Electronics and Telecommunication
Voyageur Asset Management November 2003 - June 2009
RBC Capital Markets June 2003 - November 2003
General Mills March 1997 - December 2001
Toastmasters International July 1997 - June 1998
The Pillsbury Company January 1996 - March 1997
The Pillsbury Company January 1986 - January 1990
Education
University of Northern Iowa
B.A, Marketing
RBC Capital Markets SR. VP FIXED INCOME INSTITUTIONAL BOND SALESTUCKER ANTHONY-SUTROAugust 1999 - August 2001
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelors of Science, Finance, Marketing, Psychology, Industrial Relations
Chubb Insurance February 2013 - Present
RBC Capital Markets January 2007 - February 2013
IXIS CIB March 2003 - December 2006
Travelers Investment Group / Citigroup Asset Management /Citigroup Alternative Investments July 1996 - March 2003
BlackRock May 1993 - May 1997
Skills
Fixed Income, Derivatives, Capital Markets, Bonds, Equities, Bloomberg, Structured Finance, Investment Banking, Trading, Investments, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and International Business
University of Pennsylvania 1983 — 1987
BA, Political science, Economics
RBC Capital Markets May 2014 - Present
Makinson Cowell, KPMG Capital Advisory Group August 2001 - May 2014
Broadview Networks (previously Eureka GGN) January 2001 - July 2001
Skills
Equities, Hedge Funds, Investor Relations, Capital Markets, Corporate Finance, Financial Analysis, Business Strategy, Bloomberg, Corporate Governance
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (BA), English Language and Literature/Letters
RBC Capital Markets August 2009 - April 2012
Barclays Capital 2005 - 2009
Societe Generale 2000 - 2004
Bank of Tokyo-Mitsubishi 1997 - 2000
Morgan Stanley 1996 - 1997
Education
University of Oxford
MA (Hons), Mathematics
University of Utah
PhD, Mathematics
CornerStone Partners LLC November 2014 - Present
RBC Capital Markets July 2012 - October 2014
RBC Capital Markets June 2011 - August 2011
Ernst & Young September 2007 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Bloomberg, Private Equity, Financial Reporting, Accounting, Hedge Funds, Equities, Capital Markets, Business Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Master of Accounting, Accounting
University of North Carolina at Chapel Hill 2002 — 2006
B.A., English & Ecomonics
RBC Capital Markets 1990 - Present
RBC Wealth Management 1990 - Present
Skills
Series 63, Bonds, Series 24, Bloomberg Terminal, Fixed Income, Equities, Trading, Series 7, Wealth Management, Derivatives, Portfolio Management, Investments, Securities, Financial Markets, Bloomberg
Education
Institute of European Studies
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), International Relations and Affairs
Questar Capital July 2013 - Present
Woodbury Financial Services 2012 - 2013
Workman Securities/Allied Beacon January 2010 - December 2012
First Albany Capital January 2005 - May 2007
RBC Capital Markets February 2002 - December 2004
RBC Capital Markets January 2001 - February 2002
Education
University of Minnesota-Twin Cities 1987 — 1993
Sociology and Statistics
Interactive Data October 2013 - Present
Bank of America July 2012 - October 2013
Deutsche Bank August 2011 - July 2012
RBC Capital Markets July 2010 - August 2011
Tullett Prebon August 2004 - August 2010
Credit Suisse July 2001 - August 2004
Trigyn Technologies 1999 - 2001
Skills
Agile Methodologies, Trading Systems, Web Services, JMS, Business Analysis, Swing, SOA, Software Development, Databases, SDLC, Oracle, Software Project..., Unix, Market Data, Spring, Fixed Income, Enterprise Architecture, Java, Sybase, Java Enterprise Edition, Weblogic, Electronic Trading, Hibernate
Education
Datta Meghe College of Engg 1993 — 1997
BE, Electronics
University of Mumbai 1993 — 1997
BE, Electronics
RBC Capital Markets February 2011 - February 2013
Macquarie Group September 2009 - December 2010
Tristone Capital February 2007 - September 2009
Skills
Equities, Capital Markets, Equity Trading
Education
University of Northern Colorado 1990 — 1995
BS, Business Management
RBC Capital Markets July 2007 - Present
Education
University of North Carolina at Chapel Hill
MA
Wake Forest University
BA
RBC Capital Markets October 2012 - October 2014
Credit Suisse August 2010 - September 2012
JP Morgan August 2001 - July 2010
Goldman Sachs September 1979 - March 2001
Skills
Derivatives, Fixed Income, Trading, Financial Markets, Capital Markets, Options, Bloomberg, Commodity, Series 7, Series 63, Bonds, Interest Rate..., Electronic Trading, Trading Systems, Alternative Investments, Equity Derivatives, Asset Management, Hedging, Prime Brokerage, Technical Analysis, Equities, Swaps, Securities, Portfolio Management, Hedge Funds, Investments, Valuation, FX Options, Proprietary Trading, Structured Products
Education
University of Notre Dame 1975 — 1979
BA, Economics
R.W. Pressprich & Co. March 2015 - Present
The Seaport Group November 2013 - March 2015
Global Hunter Securities August 2012 - November 2013
Knight Capital Group December 2010 - July 2012
Collins Stewart February 2010 - November 2010
Pali Capital May 2008 - February 2010
RBC Capital Markets August 2001 - May 2008
Education
Monmouth University - Leon Hess Business School
MBA, Finance
University of North Carolina at Charlotte
Bachelor's Degree
RBC Capital Markets September 2011 - Present
RBC Capital Markets July 2010 - September 2011
Deutsche Bank June 2009 - August 2009
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Master of Science, Mathematical Finance
RBC Capital Markets September 2010 - May 2012
Goldman Sachs July 2009 - September 2010
Skills
Portfolio Management, Research, Financial Modeling, Financial Analysis, Investments, Quantitative Finance, Python, Matlab, Quantitative Risk...
Education
University of Chicago 2012 — 2018
Doctor of Philosophy (PhD), Finance, Law
University of Pennsylvania 2005 — 2009
BA, Mathematics
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
Borderfree March 2015 - Present
Borderfree December 2013 - March 2015
RBC Capital Markets July 2009 - December 2013
KPMG July 2007 - July 2009
KPMG July 2006 - July 2007
Education
University of Notre Dame 2002 — 2006
RBC Capital Markets January 2015 - Present
RBC Capital Markets October 2011 - December 2014
RBC Capital Markets July 2010 - September 2011
Reznick Group August 2006 - July 2010
Compass Group North America June 2005 - August 2005
Skills
Variance Analysis, Underwriting, Affordable Housing, Financial Analysis, Financial Modeling, Financial Reporting, CPA, Accounting, Tax Credits, Valuation, Due Diligence, GAAP, Auditing, Internal Controls, Financial Statements, LIHTC, Cash Flow, External Audit, Tax, Finance, Equities, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters in Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Finance
RBC Capital Markets November 2013 - April 2015
RBC Capital Markets January 2012 - November 2013
RBC Capital Markets January 2008 - January 2012
RBC Capital Markets July 2006 - January 2008
Skills
Fixed Income, Investment Banking, Derivatives, Structured Products, Valuation, Financial Modeling, Financial Markets, Portfolio Management, Series 7, Corporate Finance, Trading, Series 63, Equities, Capital Markets, Product Structuring, Swaps, Microsoft Excel
Education
University of Minnesota-Twin Cities 2002 — 2006
B.S.B, Finance
Columbia High School
RBC Capital Markets July 2010 - Present
Goldman Sachs Asset Management July 1996 - May 2010
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
University of Pennsylvania 1992 — 1996
BSE, Electrical Engineering
TIAA-CREF March 2015 - Present
TIAA-CREF January 2013 - February 2015
TIAA-CREF April 2012 - January 2013
TIAA-CREF December 2009 - April 2012
Wachovia, A Wells Fargo Company March 2009 - December 2009
RBC Capital Markets May 2008 - December 2008
Boston Financial Investment Management July 2006 - March 2008
Warren & Associates June 2003 - July 2006
Skills
Structured Finance, CMBS, CDO, Commercial Real Estate, LIHTC, Investments, Asset Management, Fixed Income, Portfolio Management, Valuation, Real Estate Development, Bonds, Equities
Education
University of North Carolina at Charlotte 1998 — 2002
B.S., Geography
RBC December 2014 - Present
RBC Capital Markets December 2012 - December 2014
RBC Capital Markets September 2010 - December 2012
Coginzant Technology Solutions January 2006 - September 2010
Infosys Technologies Ltd 2002 - 2005
Skills
Requirements Gathering, SDLC, Software Project..., Business Analysis, Certified Project..., Business Intelligence, Business Requirements, Data Warehousing, PMO, Project Delivery, Project Portfolio..., Release Management, Requirements Analysis, Software Development, IT Strategy, PMP, Project Management, Vendor Management
Education
University of Mumbai
First Southwest Company January 2012 - Present
Hutchinson Shockey Erley & Co. August 2010 - January 2012
RBC Capital Markets April 2008 - August 2010
Education
University of Notre Dame 1970 — 1973
J.D., Law
Boston College 1966 — 1970
Bachelor of Arts, Liberal Arts
RBC Capital Markets October 2010 - Present
BMO Capital Markets July 2003 - July 2010
Education
University of New Hampshire
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan February 2007 - April 2012
RBC Capital Markets October 1989 - February 2007
Skills
Capital Markets, Fixed Income, Underwriting, Equities, Investments, Bloomberg, Series 7, Investment Banking, Municipal Bonds, Public Finance, Series 63, series 53, Bonds, Securities
Education
University of Minnesota-Twin Cities 1983 — 1987
BS, Economics
RBC Capital Markets July 2011 - Present
Jefferies & Company June 2010 - August 2010
Centre Partners July 2009 - August 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts, Economics
The Force Realty November 2013 - February 2015
SnoValley Tilth December 2013 - August 2014
Windermere Real Estate February 2010 - November 2013
Revel Consulting August 2011 - November 2012
Microsoft Corporation 2005 - 2006
Sharebuilder.com/ING Financial 2005 - 2005
Washington Mutual/JP Morgan Chase 2003 - 2005
RBC Capital Markets 2000 - 2003
RBC Capital Markets 1996 - 1999
Skills
Project Portfolio..., Data Integration, Strategic Consulting, Process Consulting, Operational Risk..., Operational Streamlining, Strategic Planning, Strategic Analysis, User Experience, User Interface Design, Workflow Analysis, Balanced Scorecard, Data Analysis, Residential Homes, Foreclosures, Sustainability..., Green Living, Real Estate Development, Real Estate Transactions, Real Estate, Investment Properties, Analysis, Real Estate Economics, CRM, Commercial Real Estate, Management
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, Political Science, History
WSU
Cultivating Success, Farm business planning & mgmt
J.P. Morgan June 2012 - Present
CNNMoney.com January 2010 - June 2010
RBC Capital Markets February 2007 - August 2008
Bank of America June 2003 - February 2007
Skills
Relationship Management, Business Development, Investments, Wealth Management, Asset Management, Credit Risk, Financial Risk, Private Banking, Risk Management, Credit Analysis, Business Communications, Strategy, Finance, Banking, Sales, Investor Relations, CRM, Fundraising, Financial Analysis, Editing, Financial Markets, Financial Institutions, Copywriting, Project Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Finance and Global Business
New York University Graduate School of Arts and Science 2008 — 2010
M.A., Journalism - Business & Economic Reporting
University of Pennsylvania 1999 — 2003
B.A., Economics, Cum Laude
The Peddie School
High School - College Preparatory
RBC Capital Markets October 2000 - Present
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Bloomberg, Capital Markets, Mergers & Acquisitions, Investment Strategies, Portfolio Management, Valuation, Derivatives, Investment Banking, Financial Modeling, Aerospace Industries, Fixed Income, Investments
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst, Investment Finance
Schulich School of Business 1997 — 1999
MBA, Business
University of Ottawa / Université d'Ottawa 1991 — 1995
B.Soc.Sc., Economics, Political Science
Mandina Consulting May 2010 - Present
Global Hunter Securities 2006 - 2010
Pritchard Capital Partners 2002 - 2004
RBC Capital Markets 1999 - 2001
Jefferies LLC 1995 - 1999
O'Neil Eichin, Attorney at Law 1986 - 1993
Skills
Business Management, Operations Manager, Operations Analysis, Organization Structuring, Facilitator, Marketing, Human Resources, Administration and..., Research and Evaluation, Research Capabilities..., Strategic Policy..., CRM Systems, Troubleshooting..., Staff Training, Staff Development, Series 7 FINRA License, Series 24 FINRA License, Management, CRM, Operational Analysis, Start-ups, Organizational Structure, Policy, Operations Management, Project Management, Social Media, Training, Project Planning
Education
University of New Orleans 2012 — 2013
Master of Business Administration (MBA), 3.96
University of New Orleans 1984 — 1990
BS, General Studies
Stifel Nicolaus Inc. February 2007 - Present
RBC Capital Markets September 2000 - January 2007
Bear Stearns March 1995 - September 2000
Skills
Strategic Planning, Energy, Entrepreneurship, Cross-functional Team..., Start-ups, Strategy, Risk Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Modeling, Finance, Business Development, Valuation, Banking, Strategic Financial..., Contract Negotiation, Negotiation, Investments, Portfolio Management, Securities, Leadership, Investment Banking
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Business Administration (BBA)
Western Illinois University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Scotiabank Global Bankings and Markets May 2001 - Present
RBC Capital Markets December 1992 - May 2001
BMO Nesbitt Burns 1990 - 1992
Skills
Capital Markets, Interest Rate..., Fixed Income, Swaps, Derivatives, Investment Strategies, Bonds, FX Options, Bloomberg, Hedge Funds, Alternative Investments
Education
University of Ottawa / Université d'Ottawa
RBC Capital Markets January 2015 - Present
Fortress Investment Group July 2014 - Present
RBC (Royal Bank of Canada) November 2010 - July 2014
RBC Wealth Management November 2008 - November 2010
RBC Capital Markets August 2007 - December 2008
Skills
Crisis Communications, Strategic Communications, Corporate Communications, Communications Planning, Communication Training, Media Relations, Internal Communications, Public Relations, Messaging, Social Media, Editing, Press Releases
Education
Oxford University 2004 — 2007
BA, History
St Paul's Girls' School 1995 — 2002
Wells Fargo April 2006 - Present
RBC Capital Markets September 1998 - October 2005
Skills
Equity Trading, Series 7, Series 63, Options, Electronic Trading, Trading Systems, Traders, Trading Strategies, Equities, Bloomberg, Trading, Hedge Funds, Securities, Hedging, FINRA
Education
University of Minnesota-Twin Cities 1993 — 1996
Bachelor of Science (B.S.), Economics
RBC Capital Markets
Skills
Fixed Income, Investment Banking, Equities, Valuation, Hedge Funds, Capital Markets, Structured Products, Trading Systems, Private Equity, Derivatives
Education
University of Denver 1978 — 1982
J.D. (1981) and MBA (1982)
University of Nebraska-Lincoln 1974 — 1978
B.S. Agricultural Honors, Agriculture, Ag Economics, English
RBC Capital Markets August 1999 - Present
Gibraltar Securities January 1999 - August 2000
Tucker Anthony-Sutro August 1998 - August 1999
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (BS), Labor and Industrial Relations with Finance and Psycology Concentrations
RBC Capital Markets September 2006 - Present
RBC 2006 - Present
Skills
Private Equity, Capital Markets, Due Diligence, Securities, Structured Finance, Financial Structuring, Bonds, Finance
Education
University of Oklahoma College of Law 1986 — 1989
Doctor of Law (JD)
Piper Jaffray August 2006 - Present
Red Sky Partners February 2002 - June 2006
RBC Capital Markets March 2001 - February 2002
Skills
Investments, Trading, Hedge Funds, Equity Trading
Education
University of Minnesota-Twin Cities
RBC Capital Markets May 2015 - Present
Education
University of Notre Dame 1994 — 1998
Bachelor’s Degree, Accounting
University of Notre Dame