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
RBC Capital Markets September 2007 - Present
Broadridge ADP Clearing & Outsourcing February 2007 - September 2007
West LB Securities February 2004 - February 2007
Bank of America June 2001 - January 2002
Deutsche Bank Sec May 1998 - June 2001
HSBC Securities, Inc November 1997 - May 1998
FUJI Bank & Trust September 1996 - October 1997
Sumitomo Trust & Banking January 1991 - January 1995
Skills
Derivatives, Fixed Income, Settlement, Outlook, Trading, Finance, Equities, Capital Markets, Bloomberg, Prime Brokerage, Loans, Financial Reporting, DTC, Account Reconciliation, Credit, Banking, Securities Lending, MBS, Corporate Actions, Operational Risk, Access, Accounting, Microsoft Excel, Middle Office, Dividends, Payments, Bilingual, P&I, FX Options, Hedge Funds, Credit Derivatives, Swaps, Securities, Interest Rate..., Equity Derivatives, Market Risk
Education
Southern New Hampshire University 2015 — 2018
Master’s Degree, Managment w/ Organizational Leadership
SUNY Empire State College 2008 — 2010
B.A Degree Business Management, Brokerage and Banking
Borough of Manhattan Community College 1999 — 2001
Associate's Degree, Business Administration and Management, General
Fort Hamilton HS 1986 — 1989
A.S. Degree, Business Mng/HR Mng
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
Teliris July 2011 - June 2012
RBC Capital Markets September 2006 - April 2008
JPMorgan Chase September 2004 - February 2006
Entergy May 2003 - February 2004
State Street August 1999 - June 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Capital Markets, Equities, Investment Banking, Equity Research, Finance, Fixed Income, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Finance and Marketing
Boston College 1995 — 1999
BS, Finance
Mead Johnson Nutrition May 2013 - Present
Brunswick Corporation January 2012 - May 2013
Brunswick Corporation December 2009 - December 2011
Brunswick Corporation August 2008 - January 2010
Aurora Funds January 2007 - January 2008
KCA Capital LLC October 2005 - May 2006
RBC Capital Markets September 2003 - September 2005
KCA Capital LLC September 2002 - September 2003
SunTrust Bank July 2001 - July 2002
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Deal Execution, Product Development, Business Development, Product Management, Business Strategy, Financial Analysis, Negotiation, Finance, Management Consulting, M&A experience, Corporate Development, Private Equity, Leadership, Corporate Finance, Analytics, Strategic Thinking, Cross-functional Team..., Business Planning
Education
Fuqua School of Business, Duke University 2006 — 2008
MBA
Vanderbilt University 1998 — 2001
BA - Economics, Economics with a Finance minor
Boston University 1997 — 1997
St. Thomas Aquinas High School 1993 — 1997
SolidFire, Inc. July 2014 - Present
SolidFire, Inc. December 2011 - July 2014
Diligence Technology Advisors January 2011 - November 2011
TTM Ventures January 2010 - December 2010
Loch Capital Management July 2008 - December 2010
RBC Capital Markets June 2004 - July 2008
EMC 2001 - 2004
Skills
Go-to-market Strategy, Product Management, Management, Cloud Computing, Corporate Development, Competitive Analysis, Sales, Cross-functional Team..., Portfolio Management, Mergers & Acquisitions, Enterprise Software, Strategy, Due Diligence, Market Research, Business Alliances, Program Management, Valuation, New Business Development, Solution Selling, SaaS, Strategic Partnerships, Storage, Leadership, Data Center, Investments, Financial Analysis, Product Development, Capital Markets, SAN, Virtualization, Mergers, IT Service Management, Storage Virtualization, Advertising, Start-ups, Product Marketing, Analysis, Equities, Strategic Alliances, Storage Area Networks
Education
Brandeis University 1997 — 2001
Bachelor of Arts, Economics, International Business
RBC Capital Markets May 2014 - Present
Booz & Company November 2013 - May 2014
Booz & Company July 2013 - November 2013
Beacon Hill Staffing Group July 2011 - June 2013
BC Communications Media Lab September 2010 - May 2011
Prospectiv May 2010 - August 2010
Stewarts Shops, Inc. May 2008 - August 2008
Education
Boston College 2007 — 2011
Bachelor of Arts, Communications
Meridian Credit Union March 2015 - Present
TD August 2013 - Present
TD Bank Group May 2010 - August 2013
Department of National Defence 1988 - 2012
RBC Capital Markets September 2008 - May 2010
RBC Capital Markets December 2007 - September 2008
RBC June 2005 - 2007
PopWare Inc June 1999 - 2002
Skills
Business Process Design, Business Process..., SDLC, Enterprise Architecture, Enterprise Content..., Solution Architecture, IT Strategy, Software Development, Project Management, Business Analysis, Application Architecture, SOA, Requirements Gathering, Project Portfolio..., Databases, Java Enterprise Edition, Cross-functional Team..., Quality Assurance, Pega PRPC, EAI, Java, Strategic Planning, ECM, Content Management, Kofax, FileNet, Business Rules, Team Building, Big Data, Semantic Analysis, Public Speaking, Leadership, Integration, Management, Strategy
Education
University of Toronto
Certificate in Management of Enterprise Data Analytics (Big Data), Big Data
Athabasca University 2009 — 2014
MSc IS
McMaster University 2013 — 2013
DeGroote School of Business Not For Profit Governance Certificate, Not for Profit Board of Directors Governance
Brock University 1993 — 1994
BA, Education
Brock University 1992 — 1993
Honours History
indieFORK December 2013 - January 2015
FreshNeck, LLC May 2013 - December 2013
RBC Capital Markets July 2012 - January 2013
Multiple Myeloma Research Foundation May 2012 - July 2012
Sylvester Manor May 2009 - August 2009
Skills
Bikram Yoga, organic farm, Technology, Social Media, Public Speaking, Fashion Design, Tennis, Blogging, Multimedia Marketing..., Customer Service..., Multimedia Journalism, Journalism, Editing, Marketing Communications, Social Media Marketing
Education
Saint Joseph's University 2008 — 2012
Bachelor of Arts (B.A.), Creative Writing
Birkbeck College, University of London 2011 — 2011
English Language and Literature, General
RBC Capital Markets September 2014 - Present
RBC Capital Markets January 2012 - January 2015
RBC Capital Markets January 2011 - December 2011
RBC Capital Markets March 2007 - January 2011
RBC Capital Markets January 2005 - February 2007
RBC Wealth Management January 2002 - December 2004
RBC Wealth Management January 2000 - December 2001
RBC May 1997 - January 1998
Skills
Reference Data, Market Data, Equities, Securities, Strategy, Capital Markets, Trading, Financial Markets, Banking, Trading Systems, Business Development, Fixed Income, Contract Negotiation, Electronic Trading, Product Management, FX Options, Options, Vendor Management, Bloomberg, Investments, Management, Strategic Planning, Project Management, Derivatives, Mutual Funds, New Business Development, Equity Trading, Financial Services
Education
Heriot-Watt University 2007 — 2010
MBA, Business Management
Bishop's University 1993 — 1997
BBA, Finance, Economics
LinkedIn January 2015 - Present
RBC Capital Markets November 2010 - December 2014
RBC Capital Markets August 2010 - November 2010
Campus School Volunteers May 2009 - May 2010
MF Global June 2009 - August 2009
Momentum Worldwide June 2008 - August 2008
Skills
Capital Markets, Fixed Income, Bloomberg, Excel, investment grade, Trading, Equities, Financial Analysis, Investments, Leadership, High Yield, Investment Banking, Financial Modeling, Hedge Funds, Sales, Valuation, Equity Research, Corporate Finance, DCF, Securities, Microsoft Excel, Public Speaking, Consultative Selling, LinkedIn, Social Media, Social Selling
Education
Boston College 2006 — 2010
Bachelor's Degree, Finance, Marketing
University College Cork 2009 — 2009
Red Bank Catholic H.S. 2002 — 2006
High School
StudioFeed Ltd (SubPac) September 2011 - Present
Credit Suisse 2010 - 2011
RBC Capital Markets 2003 - 2009
Skills
Entrepreneurship, Music, Music Industry, Social Entrepreneurship, Music Production, Social Media, Entertainment, Start-ups, Social Networking, Digital Marketing, Recording, Digital Strategy, Marketing Strategy, Marketing, Composition, Finance
Education
Queen's University 1996 — 2000
Bachelor of Commerce (BCom), Entrepreneurship/Marketing
Bond University 2002 — 2003
Masters International Business (Coursework)
RBC Capital Markets June 2014 - Present
RBC Capital Markets May 2013 - June 2014
RBC Investor Services August 2012 - May 2013
RBC Investor Services July 2011 - August 2012
Wise Art Consulting June 2010 - August 2011
Atlantic Provinces Economic Council January 2010 - April 2011
Scotiabank June 2007 - September 2009
Bishop's University - Centennial Theatre March 2006 - May 2007
Skills
Econometric Modeling, Economics, Excel, SQL, VBA, Consumer Behavior, Gretl Statistics, Communication Written, Communication Verbal, Real Estate Research, Banking, Product Development, Business Process..., Risk Management, Microsoft Excel, Excel Dashboards, Access Database, Monetary Policy, Monetary Economics, Fiscal Policy, Financial Modeling, Bloomberg Terminal, Bloomberg Software, Blogging, Blogger, Financial Analysis, Real Estate, Capital Markets
Education
CFA Institute 2012 — 2014
Chartered Financial Analyst, CFA
Dalhousie University 2009 — 2011
MA, Economics
Canadian Securities Institute 2007 — 2008
CSC, PFPc, Securities Analysis and Financial Planning
Bishop's University 2003 — 2007
BBA, Management, Economics
Saint John High School 1999 — 2003
RBC Capital Markets July 2015 - Present
RBC Capital Markets May 2014 - August 2014
Boston College GlobeMed Club June 2013 - August 2014
Longwood Cricket Club May 2012 - 2014
Boston College 2011 - 2014
Charles River Country Club June 2013 - August 2013
Steele Capital Management, Inc. May 2013 - June 2013
Skills
Newsletters, Time Management, Leadership, Facebook, Nonprofits, PowerPoint, Research, Social Networking, Teamwork
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics, Sophomore
WNET New York Public Media August 2014 - Present
WNET New York Public Media March 2013 - August 2014
JSM Consultant – NYCHA September 2012 - March 2013
WOS Consultant – NYCHA February 2012 - September 2012
RBC Capital Markets December 2009 - April 2011
Skills
Software Documentation, Data Warehousing, Training, Maximo, Windows, Microsoft Office, System Administration, Technical Support, Access, Databases, HTML, Computer Hardware, Time Management, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Windows 7, Operating Systems, Networking, SharePoint, Telephone Skills, XP, JavaScript, Linux, Testing, Unix, Programming, Quality Assurance, Microsoft SQL Server, Hardware, Photoshop, Team Leadership, Windows XP, OS X, Data Analysis
Education
Borough of Manhattan Community College 2013 — 2015
Associate of Science (A.S.), Computer Science
Columbia University in the City of New York 2011 — 2012
Computer Software Technology Certification, Computer Science, 3.7
Frederick Douglass Academy 2001 — 2007
Diploma, Mechanical Engineering
RBC Capital Markets 2013 - Present
RBC Capital Markets 2012 - 2012
Summit Wealth Group & Summit Tax Services 2009 - 2011
Lake Sunapee Bank 2008 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets & Asset Management, Graduated with Academic Distinction
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Mathematics, Finance, Cum Laude
RBC August 2015 - Present
RBC Capital Markets June 2013 - August 2015
BDO Canada October 2006 - June 2013
Grant Thornton LLP in Canada January 2002 - October 2006
Skills
Restructuring, Bankruptcy, Internal Controls, Receiverships, Cash Flow, Financial Analysis, Debt Restructuring, Finance, Liquidation, Financial Reporting, Accounting, Financial Modeling, Internal Audit, Corporate Recovery, Financial Accounting, Debtors, Financial Risk, Auditing, Strategic Financial..., Enterprise Risk..., Business Advisory, Capital Markets, Risk Management, Risk Analysis, Financial Planning
Education
Brock University 2000 — 2004
BAcc, Accounting/Business
Highland West Capital Ltd. June 2013 - Present
Self Employed November 2011 - Present
TD Securities Inc. May 2002 - May 2011
RBC Capital Markets 1993 - 2002
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Corporate Finance, Finance, Equities, Leadership, Management, Capital Markets, Financial Analysis, Due Diligence, Banking, Financial Modeling, Investments, Valuation, Private Equity, Fixed Income, Credit, Financial Advisory, Strategic Financial..., Mergers, Venture Capital, Financial Structuring, Acquisitions, Credit Analysis, Financial Reporting, Business Strategy, Investor Relations
Education
British Columbia Institute of Technology / BCIT
Honorary Doctor of Technology
Institute of Chartered Business Valuators 1985 — 1989
CBV, Valuations
Institute of Chartered Accountants of British Columbia 1978 — 1981
FCA
University of Calgary
Bachelor of Commerce (B.Com.), Accounting and Information Systems
Accenture March 2015 - Present
Agilex Technologies October 2014 - March 2015
Agilex Technologies April 2014 - November 2014
Deutsche Bank June 2012 - March 2014
RBC Capital Markets July 2009 - May 2012
Lehman Brothers April 2005 - December 2008
Tallan August 2003 - February 2005
Emerge Technology Inc November 2002 - August 2003
Skills
Java, Bloomberg Terminal, Functional team lead, Financial Analysis, Data Analysis, Software Development, Research, J2EE Application..., Spring, SQL, Objective-C, iOS development, Java Enterprise Edition, Spring Framework, WebLogic, Oracle, Management, Web Services, Agile Methodologies, Sybase
Education
Columbia Engineering 1998 — 2000
BS, Biomedical Engineering
Birmingham-Southern College 1995 — 1998
BS, Engineering
Rotman School of Management, University of Toronto September 2014 - Present
Deloitte Canada February 2012 - June 2014
Deloitte Canada October 2010 - February 2012
RBC Capital Markets June 2009 - October 2010
AppointmentScheduler.com April 2007 - June 2008
Skills
Business Analysis, Project Management, Strategy, Business Case..., Ideas Development, Business Process..., IT Strategy, Business Architecture, VBA, TOGAF
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Ryerson University 2004 — 2009
Bachelor's Degree, Information Technology Management
Bloc 2014 — 2014
Full Stack Web Development
RBC Capital Markets June 2010 - May 2015
J.P. Morgan (Bear, Stearns & Co.) November 2004 - June 2010
TD Ameritrade 2002 - 2003
TD Ameritrade 2000 - 2002
Neuberger Berman 1998 - 2000
Skills
Series 7, Securities, Series 63, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Mutual Funds, Retirement Planning, Retirement, Bloomberg Terminal, Prime Brokerage, Equities, Capital Markets, Investments, Fixed Income, FINRA, Alternative Investments, Bloomberg, Asset Management, Options, Financial Markets, Trading Systems, Settlement, Corporate Actions, AML, Risk Management, KYC, Bonds, Due Diligence, ETFs, High Net Worth..., Hedge Funds, Trading, Back Office, Global Custody, Financial Risk, FX Options, Equity Trading, Equity Derivatives, Wealth, Private Banking, Anti Money Laundering, Portfolio Management, Management
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Management
Dataminr November 2011 - Present
RBC Capital Markets August 2009 - July 2011
RBC Capital Markets August 2008 - August 2009
RBC Capital Markets June 2007 - August 2007
Citigroup Wealth Advisors September 2006 - December 2006
Four Seasons Hotels and Resorts June 2006 - August 2006
Skills
Proficient in French, Expert user of..., FINRA Series 7, 55, and..., Proficient user of..., Bloomberg, Microsoft Office, Equity Trading, Access, Excel, Series 7, VBA, Series 63, PowerPoint, Photoshop, Microsoft Excel, Portfolio Management
Education
Cornell University 2004 — 2008
Bachelor of Science, Hotel Administration
Boston University 2006 — 2006
Study and Work Abroad program
RBC Capital Markets June 2015 - Present
Goldman Sachs June 2006 - June 2015
Skills
Equities
Education
Binghamton University - School of Management
Dell November 2012 - Present
NYPD September 2009 - Present
Bronx Lebanon Hospital Center June 2010 - October 2012
Per Scholas January 2010 - June 2010
RBC Capital Markets December 2009 - March 2010
Goldman Sachs December 2009 - March 2010
Hudson Technology Services LLC June 2004 - December 2009
Skills
XP, Troubleshooting, Computer Hardware, Healthcare Information..., Citrix, Active Directory, Windows Server, Windows 7, Information Technology, Hardware, Operating Systems, Windows, A Certified, Computer Repair, Group Policy, Laptops, System Deployment, Computer Security, Servers, Help Desk Support, Data Center, Software Installation, System Administration, Microsoft Technologies, Microsoft Certified..., Disaster Recovery, BMC Remedy, VMware, Windows XP, Technical Support, Wireless Networking, TCP/IP, Printers, OS X, HL7, HIPAA, Virtualization, EMR, CompTIA A Certification, Hyper-V, DHCP, Informatics, Desktop Computers, EHR, IT Operations, Networking, IT Management, Server Administration, Software Documentation, IT Strategy
Education
Per Scholas 2009 — 2009
Information Technology
Borough of Manhattan Community College
Computer Science
Industrial and Commercial Bank of China, New York November 2013 - Present
RBC Capital Markets August 2013 - November 2013
Ernst & Young September 2011 - April 2013
M2W, Inc. January 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Financial Reporting, Accounting, Business Analysis, Data Analysis, Microsoft Office, External Audit, Capital Markets, VBA, PowerPoint, Equities, Project Management, Access, Analysis, Microsoft Word, Investments, Business Strategy, Due Diligence, Market Research
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Arts (B.A.), Economics
Staples September 2014 - Present
Goizueta Business School July 2012 - May 2014
RBC Capital Markets June 2013 - August 2013
State Street July 2011 - June 2012
State Street August 2008 - June 2011
UBS Wealth Management June 2007 - August 2007
Fenway Sports Group June 2006 - November 2006
Hill Holliday Advertising June 2004 - August 2004
Skills
Equities, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Leadership, Microsoft Excel, Financial Services, Valuation, Investment Banking, Finance, Capital Markets, Marketing, ETFs, Mergers & Acquisitions, Analysis, Mutual Funds, Trading, Corporate Finance, Analytics, Pricing Analysis, Financial Risk, Economics, Compliance
Education
Emory University - Goizueta Business School 2012 — 2014
MBA, Finance and Capital Markets
Boston College 2004 — 2008
Bachelor of Science, Finance, History
Belmont Hill 1998 — 2004
Tritium Partners 2014 - Present
Pritzker Group 2012 - 2014
Austin Ventures 2003 - 2012
MHT Partners 2002 - 2003
RBC Capital Markets 2000 - 2001
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Investments, IPO, Equities, Acquisitions, Growth Capital, Capital, Buyouts, Venture Capital, Due Diligence, Corporate Development, Valuation, Financial Modeling
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Merrill Lynch June 2012 - December 2014
BNP Paribas Securities Services October 2010 - November 2011
CJI Capital Markets, Inc. May 2009 - May 2010
Roth Capital Partners March 2008 - March 2009
RBC Capital Markets 2007 - 2008
Banc of America Securities 2003 - 2007
Banc of America Securities 2001 - 2003
Goldman Sachs 2000 - 2001
Montgomery Securities/Banc of America 1995 - 2000
Kidder, Peabody & Co. October 1990 - January 1994
Skills
Equities, Capital Markets, Capital, Trading, Series 63, Hedge Funds, Risk Management, Financial Structuring, Options, Electronic Trading, Finance, IPO, Equity Trading, Investments, Alternative Investments, Securities, Fixed Income, Investment Banking, Asset Management, Portfolio Management, Bloomberg, Private Equity, Series 7, Valuation
Education
Boston College 1984 — 1988
BA
The Delbarton School 1980 — 1984
RBC Capital Markets December 2012 - Present
Scotiabank August 2004 - September 2012
Skills
Valuation, Underwriting, Credit, Financial Modeling, Financial Structuring, Project Finance, Loans, Credit Risk, Portfolio Management, Fixed Income, Credit Analysis, Investment Banking
Education
Brock University 1999 — 2003
Bachelor of Business Administration (BBA)
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Evercore ISI November 2014 - Present
RBC Capital Markets 2007 - 2014
First Albany Capital 2001 - 2006
Volpe Brown Whelan 1997 - 2000
Lehman Brothers 1986 - 1996
Skills
Equities, Capital Markets, Hedge Funds, Valuation, Equity Research, Investment Banking, Financial Modeling, Bloomberg, Investments, Alternative Investments, Private Equity, Asset Management, Portfolio Management, Series 7
Education
Boston University
MBA, Finance
University of Southern California 1977 — 1981
BS, Business administration
CIBC World Markets January 2011 - Present
RBC Capital Markets January 2008 - January 2011
RBC Capital Markets July 2006 - January 2008
Diamax Information Systems November 2001 - July 2003
Davnet March 2001 - August 2001
Cannect Communications June 2000 - February 2001
eBridge Software January 2000 - May 2000
Diamax Information Systems January 1999 - January 2000
Skills
Bloomberg, Structured Products, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Capital Markets, Securitization, Fixed Income, Sales, Corporate Finance, Trading Systems, Equity Research, Strategy, Hedge Funds, Valuation, Derivatives, Equities, Finance, Securities, Private Equity, Options, Asset Management, Equity Trading, Trading, Financial Analysis, Series 7, Financial Modeling, Investment Banking, Investments, Bonds
Education
University of Toronto - Rotman School of Management 2004 — 2006
MBA
Bishop's University 1992 — 1998
Bsc, Biology
RBC Capital Markets July 2012 - Present
Municipal Advisory Council of Texas July 2010 - July 2012
BYU-Idaho January 2010 - April 2010
Rutherford, Taylor & Company January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints January 2005 - December 2006
Skills
Microsoft Office, Credit Analysis, Financial Analysis, Public Finance, Local Government, Debt, Credit Risk, Fixed Income Research, Municipal Bonds, Excel, Research, Credit, Spreadsheets, Government, Financial Modeling, Russian, Microsoft Excel, Series 7, Series 63, Bloomberg, Access, Finance, Fixed Income, Fixed Income Analysis, Leadership, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Training
Education
Brigham Young University - Idaho 2007 — 2010
Bachelor of Business Administration (BBA), Business Finance
World Vision International July 2014 - Present
Sun Life Financial October 2013 - July 2014
Research In Motion September 2010 - August 2013
Canadian Imperial Bank of Commerce May 2010 - September 2010
Research In Motion May 2008 - August 2009
RBC Capital Markets September 2007 - December 2007
Skills
Project Management, Program Management, Project Planning, Project Coordination, Process Improvement, Blackberry, Visio, Project Delivery, MS Project, Customer Service, Risk Management, Telecommunications, Change Management, Cross-functional Team..., Software Documentation, CRM, Service Delivery, Team Building, Multiple Project..., Budgets
Education
Brock University 2005 — 2010
International Business, Business Administration
Furlong Municipal Advisors, Inc. June 2015 - Present
Sterne Agee December 2014 - April 2015
RBC Capital Markets 2002 - 2011
Skills
New Business Development, Market Share Expansion, Relationship Building, Key Client Relationships, Client Relations, Client Relationships..., High-end Sales, Revenue & Profit Growth, Account Management, Key Account Acquisition..., Sales Closings, Market Penetration, Market Analysis, Persuasive Presentations, Contract Negotiation, Post-sales Support, Repeat Business, Customer Service, Entrepreneurship, Key Performance..., Benchmarking, Complex Sales, Complex Transactions, Sales & Marketing..., Strategic Thinking, Strategic Leadership, Solution Selling, Consultative Selling, Finance, Debt Restructuring, Persuasion
Education
Boston University Questrom School of Business 1979 — 1982
Bachelor's degree, Accounting and Finance
Boston University - School of Management 1976 — 1980
Bachelor's Degree, Finance
American Express July 2014 - April 2015
American Express August 2010 - July 2014
American Express October 2009 - June 2010
RBC Capital Markets September 2008 - August 2009
Shiseido Americas Corporation May 2007 - June 2008
HSBC Securities March 2006 - February 2007
Skills
Product Management, Internal Communications, Strategy, Business Strategy, Research, Brand Positioning..., Advertising, Marketing Budget..., Account Management, Brand Development..., Data Analysis, Brand Management, Direct Marketing, Digital Marketing, Brand Development, B2B Marketing, Online Marketing, Email Marketing, Project Management, Social Media, Marketing Communications, Segmentation
Education
University of Illinois 2001 — 2005
BS, Finance
Bond University 2004 — 2004
Finance
Cleary Gottlieb Steen & Hamilton LLP April 2015 - Present
United Nations September 2014 - April 2015
RBC Capital Markets 2014 - September 2014
Boston College February 2012 - May 2014
United States Senate June 2013 - August 2013
Amnesty International May 2011 - March 2013
Skills
International Relations, Political Science, Politics, Policy Analysis, Research, Public Policy, Nonprofits, Spanish, Fundraising, International..., Community Outreach, Social Media, Public Speaking, Editing, Event Planning, French, Stata, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Writing, Social Networking, Legal Research, Management, Teamwork
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Islamic Civilizations and Societies, Political Science
University of International Business and Economics 2012 — 2012
Modernization of China
American University of Kuwait 2011 — 2011
Oil Industry
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Capital Markets February 1999 - August 2013
SALOMON SMITH BARNEY INC. September 1993 - January 1999
Paine Webber September 1984 - September 1993
Education
Boise State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
RBC Wealth Management May 2015 - Present
Provo City September 2014 - Present
RBC Capital Markets May 2014 - August 2014
Provo City January 2013 - April 2014
RBC Wealth Management April 2013 - August 2013
RBC Wealth Management May 2012 - August 2012
Skills
Stock Market, Patents, Business Strategy, Physics, Theoretical Physics, Finance, Margin, Tennis, Ice Hockey, Investment Banking, Mathematica, Scientific Computing, Customer Service, Management, Microsoft Excel, Microsoft Office, Numerical Analysis, PowerPoint, Public Speaking, Social Media
Education
Brigham Young University 2009 — 2015
Bachelor of Science (BS), Physics
Blaine High School 2006 — 2009
IST Management Services August 2012 - Present
Forrest Solutions Group 2011 - 2012
RBC Capital Markets 2005 - 2011
Swiss Post Solutions, Inc. January 1996 - November 2005
Education
Borough of Manhattan Community College 2000 — 2003
Associates of Applied Science, Accounting and Business/Management, 3.0
RemingtonRand LLC January 2009 - Present
Discovery Institute March 2012 - Present
Hoover Institution February 2005 - October 2011
Pagoda Products May 2005 - December 2008
RBC Capital Markets August 2003 - May 2005
UBS January 1995 - August 2003
GE/Kidder, Peabody & Co. August 1989 - December 1994
Hoover Institution August 1988 - July 1989
Skills
Team Building, Strategic M & A, Due Diligence, Mergers, Private Equity, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Strategy, Business Development, Management Consulting, Analysis, Strategic Partnerships, Executive Management, Leadership, Recruiting, Contract Negotiation, Management, Organizational...
Education
Stanford University/Hoover Institution 1988 — 1989
Post Doc Fellow, Finance and Business Economics
Boston University 1985 — 1987
Ph. D., Political and Economic Theory
The University of Chicago 1982 — 1983
M.A., International Relations
University of Chicago 1980 — 1982
B.A., Political Science
IPC Healthcare Inc. January 2014 - Present
KPMG August 2011 - January 2014
Bank of America Merrill Lynch July 2008 - October 2010
RBC Capital Markets July 2005 - August 2006
KPMG LLP May 2003 - June 2005
KPMG LLP September 1997 - May 2003
Skills
Financial Modeling, Mergers, Capital Allocation, Auditing, Cash Flow, Valuation, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, M&A experience, Capital Markets, Strategy, Mergers & Acquisitions, Competitive Analysis, Investment Banking
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Boston College
B.S.
RBC Capital Markets October 2001 - Present
Tucker Anthony Sutro January 2000 - October 2001
Skills
Syndications, Investment Banking, Mergers & Acquisitions, Capital Markets, Venture Capital, Equity Capital Markets, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Financial Analysis, Equities, LBO, Investments, Banking
Education
Boston University - School of Management 1996 — 1998
MBA, Finance
Lehigh University 1989 — 1993
BA, Economics
Federal Charter Banks May 2012 - Present
State Charter Mortgage Lenders October 2002 - May 2012
Morgan Stanley May 2000 - May 2001
RBC Capital Markets March 1997 - May 2000
Prudential Financial November 1995 - March 1997
Hair Club for Men and Women 1991 - 1995
Manfredi Design Associates, Inc. January 1981 - January 1991
Skills
Mortgage Lending, Reverse Mortgages, Finance, Mortgage Banking, Residential Mortgages, Investment Properties, Real Estate, Sales, Refinance, Loan Origination, Investments, New Business Development, Social Media, Credit, Executive Management, Lead Generation, Residential Homes, Selling, VA loans, Investment Advisory, Interior Architecture, Management, Commercial Real Estate, VA Loans
Education
Harvard University Graduate School of Design 1986 — 1988
Boston Architectural College 1982 — 1985
Architecture
BU Finance & Investment Club Student Managed Investment Fund September 2012 - Present
Boston University August 2014 - Present
RBC Capital Markets June 2015 - August 2015
RBC Capital Markets June 2014 - August 2014
Boston University Questrom School of Business September 2013 - May 2014
Thunder Wake Corp - AppSnatcher.com September 2013 - January 2014
Rutberg & Company May 2013 - July 2013
International Paper May 2012 - June 2012
Skills
Leadership, Finance, Microsoft Excel, Teamwork, Research, Public Speaking, Data Analysis, Python, SQL, Linear Programming, Market Research, Microsoft Office, PowerPoint, Salesforce.com, Capital IQ, Stata, Equity Derivatives, Equity Research, DCF, Valuation, Financial Modeling, Volatility, Competitive Analysis, Real Estate, Regression Models, Black-Scholes, Asset Allocation, VBA, HTML, System Development
Education
Boston University - School of Management 2012 — 2016
Bachelor of Science, Business Administration - Finance & Management Information Systems; Minor - American History, 3.92
Eastchester High School 2008 — 2012
RBC Capital Markets August 2015 - Present
Sumitomo Mitsui Banking Corporation May 2013 - July 2015
Skills
Financial Analysis, Financial Risk, Valuation, Economics, Financial Research, Equities, Financial Modeling, Investment Banking, Strategy, Bloomberg, Investments, Analytics, Capital Markets, Equity Research, Corporate Finance, Finance, Portfolio Management, Leveraged Finance, Mergers & Acquisitions, Mutual Funds, Hedge Funds
Education
Boston University - School of Management 2009 — 2012
Bachelor of Arts, Finance & Economics
Yula- Highscool
RBC Capital Markets March 2004 - Present
C.E. Unterberg, Towbin August 2002 - March 2004
Goldman Sachs April 2001 - July 2001
Lehman Brothers June 1996 - April 2001
Skills
Equities, Telecommunications, Equity Research, Business Strategy, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Fixed Income, Wireless, Management, Networking, Capital Markets, Hedge Funds, Portfolio Management, SaaS, Corporate Finance, Trading, Private Equity, Investments, Start-ups, Financial Analysis, Emotional Intelligence, Financial Reporting, Alternative Investments, Business Development, Mergers, Network Security, Mobile Devices, Industry Studies, Accounting, Capital Allocation, Internet of Things
Education
Boston University
Bachelor of Science, Engineering
Embry-Riddle Aeronautical University
Masters
Fairleigh Dickinson University-Metropolitan Campus
Master's Degree, Accounting
Harvard Business School Exec. Education
Stanford GSB Executive Education
Wharton Business School, Executive Education
Corporate Strategy
RBC Capital Markets 2015 - Present
Bowdoin College 2012 - Present
Falcon Investments August 2014 - 2014
ISI Group July 2013 - August 2013
Education
Bowdoin College 2012 — 2016
Bachelor's Degree, Government and Legal Studies, Economics and Finance
Riverdale Country School 1999 — 2012
High School
SNL Financial July 2015 - Present
SNL Financial November 2009 - July 2015
Macquarie Group March 2009 - November 2009
RBC Capital Markets June 2007 - March 2009
Goldman Sachs July 2006 - June 2007
Ernst & Young January 2005 - June 2006
Skills
Product management, New Product..., Commercial Banking, Product Marketing, Microsoft Excel, Capital IQ, Bloomberg Terminal, Microsoft Word, EDGAR, Factset, Dealogic, Thomson One, Blockdata, Lionshares, 10K Wizard, Street Events, Microsoft PowerPoint, Financial Analysis, Analysis, Mergers & Acquisitions, Finance, Investments, Financial Modeling, Corporate Finance, Management, Investment Banking, Financial Services, Banking, SNL, Demographic Analysis, Product Design, Product Innovation, US GAAP, Customer Segmentation..., Financial Markets, Market Data, Asset Management, Auditing, Internal Audit, External Audit, Capital Markets, Demographics, New Business Development, Corporate Development, Strategic Partnerships, Microsoft SQL Server, PowerPoint, Bank Mergers, Account Management, Sales
Education
Brigham Young University 1999 — 2004
MS and BS, Accounting
BU Finance & Investment Club Student Managed Investment Fund February 2014 - Present
The Daily Free Press January 2014 - Present
Boston University Educational Resource Center January 2014 - Present
Boston University Federal Reserve Challenge Team December 2013 - Present
RBC Capital Markets May 2015 - August 2015
Earth Sports LLC dba, Erehwon Mountain Outfitter May 2014 - January 2015
MOITI Massachusetts Office of International Trade and Investment August 2014 - December 2014
Skills
Market Research, Research, Social Media, Microsoft Office, Teamwork, Market Analysis, Leadership, Public Speaking, Economics, Event Planning, International Relations, Management, Public Policy, Statistics, Teaching, Writing
Education
Boston University Questrom School of Business and Boston University College of Arts and Sciences 2013 — 2017
Bachelor of Science in Business Administration, Finance and Bachelor of Arts, Economics
Marquette University High School 2009 — 2013
RBC Capital Markets April 2014 - Present
Sapient Global Markets July 2013 - April 2014
Education
Boston College 2009 — 2013
B.A., Economics, Environmental Studies
University of Melbourne 2011 — 2011
Boston Latin School 2003 — 2009
RBC Capital Markets January 2015 - Present
RBC Capital Markets May 2013 - December 2014
Loughlin Management Partners August 2012 - May 2013
FBR June 2011 - July 2012
TD Securities June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science, Finance, Accounting, Mathematics
RBC Capital Markets July 2010 - Present
Nomura Securities May 2007 - June 2010
Skills
Capital Markets
Education
Brandeis University
Bachelor's Degree, Economics
RBC Capital Markets July 2012 - April 2014
Financial Insights 2009 - 2010
Skills
Research
Education
Boston University 2014 — 2015
Master's Degree, Mathematics Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts, Economics Mathematics Dual Major, Finance Sequence
RBC Capital Markets July 2014 - Present
Sapient Global Markets July 2013 - July 2014
RBC Capital Markets June 2012 - August 2012
Dalton Investments May 2011 - August 2011
Beth Krom for Congress June 2010 - August 2010
Education
New York University, Stern School of Business 2011 — 2013
B.S. in Business, Finance
Brandeis University 2009 — 2011
BA, Economics & Business
Nomura Securities July 2014 - Present
RBC Capital Markets August 2010 - March 2014
CIT June 2009 - August 2010
Lane Berry January 2009 - May 2009
Moors and Cabot May 2008 - June 2008
Skills
Financial Modeling, Capital IQ, DCF, Valuation, Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Investments, Investment Banking, Risk Management, Analysis, Bloomberg Terminal, Structured Products, Portfolio Management
Education
Boston University - School of Management 2006 — 2010
BSBA, Finance & Accounting
South Burlington High School 2002 — 2006
CPP Investment Board January 2015 - Present
RBC Capital Markets March 2014 - December 2014
RBC Capital Markets August 2012 - March 2014
RBC Capital Markets July 2010 - August 2012
Latin American Reserves Fund (FLAR) September 2007 - August 2008
Central Bank of Colombia October 2005 - February 2007
Skills
Valuation, Emerging Markets, Financial Markets, Options, Portfolio Management, Investments, Fixed Income, Capital Markets, Trading, Bloomberg, Derivatives, Financial Modeling
Education
Boston University Questrom School of Business 2008 — 2009
M.S, Mathematical Finance
Universidad de Los Andes 2004 — 2005
Master, Economics
Universidad de Los Andes 2000 — 2004
B.S, Industrial Engineering
RBC Capital Markets March 2014 - Present
RBC Capital Markets February 2014 - February 2014
RBC Capital Markets June 2011 - January 2014
Accenture September 2010 - June 2011
Copperfin Credit Union May 2010 - July 2010
Kenora District Credit Union May 2008 - September 2008
Education
Brock University
Business Administration
Bunker Hill Capital April 2010 - Present
BB&T Capital Markets October 2004 - March 2010
RBC Capital Markets 1997 - 2003
Tucker Anthony Incorporated 1997 - 2003
Arthur Andersen & Co. 1989 - 1993
Skills
Mergers, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Capital Markets, Corporate Development, M&A experience, Leveraged Finance, Private Placements, Divestitures, Business Valuation, Financial Analysis, Equities, Capital Raising, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1995 — 1997
University of Arizona 1987 — 1989
B.S., Finance and Accounting
Bowdoin College 1984 — 1987
RBC Capital Markets October 2010 - Present
Citigroup (Aramark) October 2009 - September 2010
Barclays Capital (formerly Lehman Brothers) January 2008 - January 2009
Lehman Brothers January 2005 - December 2007
Lehman Brothers January 2002 - December 2005
L'Oreal USA April 1999 - August 2000
Lehman Brothers April 1998 - April 1999
Deloitte 1996 - 1998
Skills
Event Management, Marketing, Event Planning, Corporate Events, Budgets, Project Management, Marketing Strategy
Education
Borough of Manhattan Community College
Associate's Degree, Liberal Arts
Virginia Commonwealth University
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Gresham Investment Management January 2014 - Present
Gresham July 2012 - January 2014
The Falconwood Corporation January 2011 - July 2012
Millennium Partners August 2009 - November 2010
RBC Capital Markets August 2008 - August 2009
LockeBridge Investment Bank May 2007 - August 2007
US Army September 1999 - December 2004
Skills
Commodity, Trading, Project Management, Electronic Trading, Proprietary Trading, Hedge Funds, C#, Python, Operations Management, Asset Managment, Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Derivatives, Risk Management, Asset Management, Hedging, Financial Markets, Alternative Investments, Finance, Portfolio Management, Market Risk, Arbitrage, Equity Trading, Investments, Securities, Equities, Fixed Income, Analysis, Options
Education
Boston University Questrom School of Business 2006 — 2008
MBA, Finance
CIBC 2014 - Present
CIBC 2011 - 2014
RBC Capital Markets 2010 - 2011
CIBC World Markets 2006 - 2010
CIBC 2004 - 2006
Ceridian Canada 2003 - 2004
Knightsbridge Career Management 2002 - 2003
Education
Western University 1999 — 2001
M.Ed.
Brock University 1995 — 1999
BA
RBC Capital Markets September 2011 - Present
RBC Capital Markets July 2010 - August 2011
Nomura Securities October 2008 - June 2009
JPMorgan June 2007 - August 2008
Deutsche Bank July 2004 - June 2007
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance, Quantitative Analysis
Boston University Questrom School of Business 1991 — 1995
BS, Finance
Jefferies February 2015 - Present
UBS Investment Bank April 2012 - Present
Nexar Capital (now UBP Asset Management) January 2010 - May 2012
La Fayette Management USA, Inc. April 2007 - September 2009
RBC Capital Markets February 2003 - March 2007
Education
State University of New York at Binghamton 1998 — 2002
BS, Business Administration
RBC Capital Markets March 2009 - Present
Skills
Equity Valuation, Accounting, Equity Research, Equities, Financial Modeling, Series 7, Valuation, Investments, Bloomberg, Bloomberg Terminal, Financial Analysis, Corporate Finance, Capital Markets, IPO, Hedge Funds, Finance
Education
University of Maryland University College 2008 — 2014
Bachelor's Degree, Accounting
Katholieke Universiteit Leuven 1991 — 1992
Master of Arts (M.A.), European Studies
Boston College 1987 — 1991
MA, Political Science; Soviet and Eastern European Studies
RBC Capital Markets 2009 - Present
Merrill Lynch 2004 - 2006
Lehman Brothers 2001 - 2004
Skills
Investment Banking, Financial Institutions, Financial Modeling, Corporate Finance, Corporate Advisory, Capital Markets, Banking, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Brandeis University 1997 — 2001
BA, Economics
RBC Capital Markets 2011 - Present
UBS October 2007 - October 2011
Citi Group 2003 - 2007
Education
Stevens Institute of Technology - Howe School of Management 2005 — 2007
MS, Strategy & Management
Boston University Questrom School of Business 1996 — 2000
BSBA
Colonia High School 1992 — 1996
High school diploma
RBC Capital Markets 1995 - Present
RBC Wealth Management March 2005 - August 2010
Dain Rauscher Wessels 1998 - 2001
Skills
Equities, Equity Trading, Options, Wealth Management, Series 7, Series 63, Trading, Securities, Investments
Education
University of Minnesota - Carlson School of Management 1991 — 1994
B.S., Finance
Biola University 1989 — 1991
BNP Paribas August 2014 - Present
RBC Capital Markets November 2013 - July 2014
RBC Capital Markets August 2010 - October 2013
Deloitte September 2007 - August 2010
Skills
Data Analysis, Analysis, PeopleSoft, Auditing, Financial Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, Variance Analysis, Accounting, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equities, External Audit, Financial Audits, Fixed Income, Internal Audit, Internal Controls, Team Leadership, US GAAP
Education
Binghamton University - School of Management 2003 — 2007
RBC Capital Markets 2015 - Present
Kilowatt Financial April 2014 - August 2015
RLR Consultants August 2013 - April 2014
Manor House Capital October 2010 - April 2014
RLR Consultants November 2009 - August 2013
RLR Consultants February 2009 - October 2009
Credit Suisse July 2005 - December 2008
Citibank 2004 - 2004
Skills
Project Finance, Structured Finance, Partnership Taxation, Capital Markets, Financial Structuring, Securitization, Credit, Valuation, Structured Products, ABS, Banking, Due Diligence, Private Equity, Debt, Financial Modeling, Investment Banking, Asset Management, Finance, Bloomberg, Equities, Portfolio Management, Corporate Finance, Wind Power, Solar Energy, Solar PV, Geothermal, Waste to Energy, Biomass, Renewable Energy, Renewable Energy Markets, Renewable Energy..., Leveraged Finance
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Management & Finance
RBC Capital Markets May 2010 - Present
The Richman Group July 2003 - May 2010
Education
New York University 2007 — 2009
Masters, Real Estate Finance and Investment
Boston College 1999 — 2003
BS, Finance
S&P Capital IQ January 2012 - Present
RBC Capital Markets August 2010 - January 2012
Standard & Poor's February 2004 - August 2010
Metropolitan Life 2003 - 2004
IDC September 2001 - 2003
Skills
Valuation, Equities, Structured Finance, Bloomberg, Fixed Income, Capital Markets, MBS, Bonds, Portfolio Management, Financial Markets, Structured Products, CDO, Derivatives, ABS, CMBS, Fixed Income Analysis, Market Data, DCF Valuation
Education
Binghamton University 1998 — 2001
BS, Economics, Finance
Savvysherpa, Inc. September 2014 - Present
Savvysherpa, Inc. January 2011 - August 2014
Savage Services Corporation June 2008 - January 2011
Target Financial Services July 2004 - February 2008
RBC Capital Markets January 1996 - August 1998
U.S. Military 1993 - 1995
The Church of Jesus Christ of Latter-Day Saints 1993 - 1994
Brigham Young University September 1993 - December 1993
Skills
Management, Strategic Planning, Leadership, Mergers & Acquisitions, Finance, Process Improvement, Team Building, Analysis, Project Management, Strategy
Education
University of Oxford - Said Business School 1998 — 1999
MBA, Finance and Strategy
The University of Texas at Austin 1995 — 1995
MA Candidate, Slavic Languages
Brigham Young University 1989 — 1995
Bachelor of Arts (B.A.), Russian Language and Literature
Barclays May 2010 - Present
RBC Capital Markets November 2008 - April 2010
Natixis May 2001 - November 2007
Arthur Andersen September 1999 - April 2001
Education
Binghamton University 1995 — 1999
RBC Capital Markets 2010 - Present
JP Morgan June 2008 - April 2009
Bear Stearns May 2002 - June 2008
Bank of New York June 1997 - May 2002
Skills
Market Risk Management, Quantitative Risk, Valuation Control, VAR, Risk Mitigation and..., Stress Analysis, PnL Attribution, Interest Rate..., FX Derivatives, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, HY and IG Bonds and..., Commodity, Risk Management, Risk Analytics, High Yield Bonds, Enterprise Risk..., Derivatives, Market Risk
Education
Boston College
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
BB&T Capital Markets 2010 - Present
Castanea Partners 2008 - October 2010
EMC Coporation June 2007 - December 2007
RBC Capital Markets January 2002 - June 2007
Tucker Anthony January 2000 - January 2002
BancBoston Robertson Stephens January 1996 - January 2000
Skills
Capital Markets, Corporate Development, Financial Modeling, Investment Banking, LBO, Mergers & Acquisitions, Private Equity, Valuation, Venture Capital
Education
Boston University Questrom School of Business 1993 — 1994
MBA
Brown University 1988 — 1992
AB, International Relations
RBC Capital Markets data adminRBC Capital Markets2006 - 2006
Education
Bishop's University 2003 — 2007
Citi May 2011 - Present
RBC Capital Markets January 2010 - May 2011
Merrill Lynch November 2007 - November 2009
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2004
Skills
Derivatives, Equities, VBA, Valuation, Financial Risk, Banking, Monte Carlo Simulation, Fixed Income, Capital Markets, Hedge Funds, Market Risk, Microsoft Excel, Structured Products, Investment Banking, Equity Derivatives, FX Options, Bloomberg, Options, Trading Systems, Portfolio Management, Hedging, Alternative Investments
Education
New York University 1999 — 2002
M.S., Financial Engineering
Brandeis University 1995 — 1997
M.A., Mathematics
Yeshiva University 1991 — 1995
B.A., Mathematics
School #36 1989 — 1991
Sumitomo Mitsui Banking Corporation 2013 - Present
RBC Capital Markets 2010 - 2012
Bayerische Hypo und Vereinsbank AG (acquired by UniCredit Group) 2007 - 2009
MRU Holdings 2004 - 2007
Financial Security Assurance 1996 - 2004
Skills
Capital Markets
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance
Boston College 1991 — 1995
BA, Finance
JMP Securities July 2009 - Present
Bank of America 2006 - Present
RBC Capital Markets 2005 - 2006
UBS 2004 - 2006
SunDance Advisers 1999 - 2004
JP Morgan 1997 - 1999
ING Clarion 1995 - 1997
Education
Boston University 1990 — 1994
BS, Accounting
RBC Capital Markets January 2011 - Present
CGI January 1999 - January 2011
Bell January 1998 - December 1998
Indian Space Research Organisation January 1986 - August 1997
Education
Birla Institute of Technology and Science, Pilani 1994 — 1996
Master of Science, Software Systems
University of Mysore (NIE Mysore) 1979 — 1984
Bachelor of Engineering, Electrical Power
Bank of America Merrill Lynch August 2014 - Present
RBC Capital Markets September 2012 - November 2013
Lazard Capital Markets August 2010 - March 2012
RBS January 2008 - December 2010
Skills
Bloomberg, Equities, Fixed Income, Series 7, Equity Research, Social Media, Portfolio Management, Online Advertising, Financial Modeling, Hedge Funds, Microsoft Excel, Capital Markets, PowerPoint, Social Media Marketing, Investment Banking
Education
Boston University - School of Management 2003 — 2007
Bachelors of Business Administration
ACS Infrastructure Development June 2014 - Present
RBC Capital Markets January 2005 - May 2014
Skills
Investment Banking, M&A experience, Infrastructure, Valuation, Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Leveraged Finance, Financial Analysis
Education
Carleton College 1991 — 1995
BA, Art History
Boston University 2000 — 2002
MBA, Finance
RBC Capital Markets August 2007 - Present
Morgan Stanley 1997 - 2007
Education
Boston University
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business
MBA, Business
Cowen and Company November 2014 - Present
RBC Capital Markets May 2011 - November 2014
RBC Capital Markets January 2010 - May 2011
Skills
Bloomberg, Valuation, Equities, Financial Analysis, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Equity Research, Series 7, Series 63
Education
Boston College 2005 — 2009
BA, Economics and Sociology
Huntington National Bank 2010 - Present
JP Morgan Chase 2009 - 2010
Huntington National Bank 2009 - 2009
Royal Bank of Scotland Group / Charter One 2005 - 2009
RBC Capital Markets 2002 - 2004
Ernst & Young 1998 - 2002
APCOA/Standard Parking 1994 - 1998
Forest City Enterprises 1988 - 1994
Deloitte & Touche 1986 - 1988
Education
Bowling Green State University 1981 — 1986
BSBA, Accounting & Management Information Systems
Raymond James March 2010 - Present
Putnam Investments November 2007 - March 2010
RBC Capital Markets June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Political Science
RBC Capital Markets December 2008 - Present
Sourced Solutions Group / Innovue / Accelerent Partners October 2001 - December 2008
Cambridge Technology Partners January 1998 - September 2001
UBS 1998 - 2001
Skills
Equities, IT Strategy, Investment Banking, SDLC, Requirements Gathering, SOA, Capital Markets, Equity Derivatives, Trading Systems, Business Analysis, Software Project..., Financial Modeling, Program Management, Credit Derivatives, Project Management, Sybase, Requirements Analysis, Options, Agile Methodologies, Enterprise Architecture, Java, Risk Management, Derivatives, Fixed Income, Bloomberg
Education
Illinois Institute of Technology 1999 — 1999
Certificate, Options & Futures Trading
Bowling Green State University 1994 — 1997
MBA, Information Technology & Masters in Industrial Technology
University of Madras 1990 — 1994
B.E, Mechanical Engineering
Venkatasubba Rao
RBC Capital Markets Team LeadRBC Wealth Managment2007 - Present
Education
Bradley University 2000 — 2005
Bachelors, International Studies
NewOak May 2015 - Present
CS Technology January 2015 - March 2015
RBC Capital Markets March 2014 - October 2014
McNamara & Associates, Inc., Organization & Management Development June 2012 - June 2013
Morgan Stanley Smith Barney July 2010 - May 2012
Citigroup January 2004 - January 2009
UBS Financial Services Inc June 2000 - May 2002
Skills
Change Management, Project Management, Performance Management, Employee Relations, Training, Operations Management, Onboarding, College Recruiting, HRIS, Human Resources, Talent Acquisition, Workforce Planning, Talent Management, Succession Planning, Benefits Negotiation, Risk Management, Project Tracking, Competency Based..., Team Building, Multi-Cultural Team..., Motivational Speaking, Employee Engagement, Employee Training, System Administration, MS Project, Project Planning, Project Coordination, Project Portfolio..., Project Scope..., Event Planning, Customer Retention, Customer Satisfaction, Cross-functional Team..., Mentoring, Collaborative Problem..., Technical Support, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Auditing, Internal Audit, Time Management, Scope Management, Quality Management, Process Improvement, Visio, PowerPoint, Microsoft Excel, Microsoft Word
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), Project Management, 3.91/4.00
Prolus Consulting Services, Inc. (R.E.P) 2012 — 2012
Project Management Training Certificate, Project Management
Borough of Manhattan Community College 2010 — 2010
Certificate, PMP Prep Course
Baruch College Continuing Professional Studies 2009 — 2010
Certificates, Project Management, Accounting Principles and SHRM - Essentials of Human Rescources Management
Microsoft 2009 — 2009
Mircsoft Certified Application Specialist (MCAS), Ms Word & MS Excel 2007
Rutgers Business School 2009 — 2009
Certificate, Supervision/Management
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Human Resources Management
Baruch College Continuing and Professional Studies 2002 — 2004
Certificates, Bookkeeping and Payroll
Borough of Manhattan Community College 1986 — 1990
A.A.S., Accounting
CN Investment Division August 2002 - Present
Bell Canada November 1997 - July 2002
RBC Capital Markets October 1993 - November 1997
Skills
Project Finance, Fixed Income, Financial Analysis, Valuation, Portfolio Management, Derivatives, Financial Modeling, Asset Managment, Equities, Investments, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1993
MSc, Finance
Bishop's University 1986 — 1989
BBA, Finance and Economics
bcs 1979 — 1985
high School
SMBC May 2011 - Present
RBC Capital Markets 2009 - 2011
Education
Boston College 2005 — 2009
Shanghai Jiao Tong University 2008 — 2008
Regis High School 2001 — 2005
State Street Financial Group, LLC April 2013 - Present
Bank of Montreal December 2010 - April 2013
RBC Capital Markets January 2010 - September 2010
Goldman Sachs July 2007 - July 2009
HSBC June 2006 - August 2006
Skills
Access, Excel, PowerPoint, Financial Modeling, Project Management, Finance, Microsoft Excel, ETFs, Business Strategy, Financial Analysis, Collaborative Problem..., Creative Problem Solving, Derivatives, Bloomberg, Fixed Income
Education
Binghamton University - School of Management 2003 — 2007
BA,BS, Economics, Management
Delmare Quality Foods Inc. March 2012 - Present
Masterlift Inc. January 2010 - Present
Terrich Capital Inc. April 2009 - Present
West Mall Lightning Minor Hockey Association September 2006 - Present
Bell Copper May 2010 - December 2012
Meekathara Gold June 2010 - October 2011
RBC Capital Markets September 1995 - March 2009
BMO Capital Markets July 1986 - March 1995
Skills
Corporate Finance, Private Equity, Venture Capital, Capital Markets
Education
Chartered Financial Analyst 1986 — 1989
CFA, Finance
Northwestern University - Kellogg School of Management 1985 — 1986
MBA, Finance and International Finance
Brigham Young University 1981 — 1985
BSc, Accounting
Certified General Accountant 1979 — 1982
CGA, Accounting
MUFG Americas August 2014 - Present
MUFG Americas December 2012 - July 2014
RBC Capital Markets July 2010 - April 2012
RBC Wealth Management September 2009 - July 2010
Clearwater Analytics May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, VBA, Fixed Income, Microsoft Excel, Public Speaking, PowerPoint, Marketing, Emerging Markets, Trading, Corporate Finance, Sales, Equity Derivatives, Foreign Currency, Bloomberg, Series 7, Series 63, Capital IQ, Structured Products
Education
Boise State University 2007 — 2010
BBA, Economics, Mandarin Chinese
Merrill Lynch 2013 - Present
RBC Capital Markets 2007 - 2012
RBC Capital Markets 2007 - 2012
Skills
Wealth Management, Investments, Portfolio Management, Strategic Planning, Financial Services, Mutual Funds, Sales, Sales Management, New Business Development, Leadership, Equities, Capital Markets, Business Strategy, Securities, Business Development, Finance
Education
Bowling Green State University 1986 — 1990
BSBA, Marketing
Bowling Green State University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
RBC Global Asset Management December 2006 - Present
RBC Capital Markets December 2005 - November 2006
Hennessee Group LLC November 2002 - November 2005
Ivy Asset Management June 2001 - August 2001
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fund Of Funds, Fixed Income, Portfolio Management, Investments, Due Diligence, Mutual Funds, Structured Products, Asset Allocation, Investment Management, Asset Management, Risk Management, Bloomberg, Series 7
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance and Accounting
RBC Capital Markets November 2006 - December 2008
RBC Capital Markets July 2004 - November 2006
Education
Bishop's University
State Street Associates May 2015 - Present
Boston University September 2011 - May 2015
State Street Global Advisors June 2014 - August 2014
State Street Global Advisors June 2013 - August 2013
RBC Capital Markets June 2012 - August 2012
Skills
R, Matlab, Quantitative Finance, Statistics, Quantitative Analytics, Monte Carlo Simulation, SAS, VBA, Statistical Modeling, Mathematical Modeling, Data Mining, Probability, Portfolio Optimization, Time Series Analysis, Valuation, Python, Econometrics, Economics, Data Analysis, SQL, Linear Regression, Financial Modeling, Optimization, LaTeX, SAS programming, Mandarin, Financial Engineering, Fixed Income, Bloomberg Terminal, Credit Risk, Derivatives, Logistic Regression, Machine Learning, Equity Derivatives, Market Risk, Operations Research, Options, Predictive Modeling, Mathematica, Equity Research, Bloomberg, Applied Mathematics, Stata, Credit Derivatives
Education
Boston University 2010 — 2015
Doctor of Philosophy (Ph.D.), Mathematics and Statistics
University of Michigan 2008 — 2009
Master of Science (M.S.), Financial Engineering
Wuhan University 2004 — 2008
BA, Mathematical Finance
RBC Capital Markets September 2014 - Present
Buro Happold April 2014 - September 2014
R.J. O'Brien & Associates LLC August 2013 - April 2014
RBC Capital Markets January 2012 - August 2013
RBC Capital Markets August 2010 - January 2012
MF Global May 2007 - July 2010
AT&T August 2006 - April 2007
Healthworks Fitness Center for Women 2004 - 2006
Skills
Onboarding, Benefits, Employee Relations, Employee Benefits, Human Resources, Policy, HRIS, Organizational..., Vendor Management, Talent Management, Talent Acquisition, Recruiting, Employee Engagement, Succession Planning, Personnel Management, Deferred Compensation, Performance Management, Leadership
Education
Boston University 2002 — 2006
BA, Psychology
RBC Capital Markets March 2010 - Present
Merrill Lynch July 1988 - March 2009
Skills
Capital Markets, Fixed Income, Structured Products, Loan Origination, Equities, Investment Banking, Money Market, Financial Structuring, Structured Finance, Derivatives, Bonds, Emerging Markets, Bloomberg, Hedge Funds, Credit Derivatives
Education
M.I.T. Sloan School of Management 1986 — 1988
MBA, Finance, International Management
Boston University 1980 — 1984
BS in Management, Finance
Boston University
RBC Capital Markets May 2015 - Present
RBC Capital Markets June 2013 - May 2015
RBC Capital Markets June 2012 - June 2013
BDO Canada May 2011 - June 2012
Brock University September 2010 - April 2012
TD January 2010 - September 2010
Skills
Research, Event Management, Customer Relations, Coordination, Economics, Agricultural Economics, Industry Research, Marketing Strategy, Marketing Research, Workflow Applications, Analysis, Budgets, Customer Service, Data Analysis, Econometrics, Microsoft Office, Project Management, Quantitative Analytics, Statistical Modeling, Statistics, Team Leadership, Teamwork, Leadership, Financial Modeling, Strategy, Business Strategy, Risk Management, Capital Markets, Microeconomics, Qualitative Research, Macroeconomics, Business Analysis, Critical Thinking
Education
Brock University 2010 — 2012
MBE, Master of Business Economics
Brock University 2005 — 2010
Honors BA, Economics
RBC Capital Markets April 2004 - Present
Nixon Peabody 2000 - 2003
Skills
Hedge Funds, Fund Of Funds, ISDA, Investment Management, Structured Products, Securities, Derivatives, Corporate Governance, Investment Advisory, Options
Education
Boston University School of Law 1997 — 2000
JD, Law
Tufts University 1991 — 1995
RBC Capital Markets July 2013 - Present
ING Capital, LLC July 2010 - July 2013
Ernst & Young September 2005 - July 2010
Skills
Mergers, Private Equity, Financial Modeling, Pitch Books, Business Writing, Financial Statement..., Mergers & Acquisitions, Portfolio Management, Structured Finance, Corporate Finance, Valuation, Investments, Due Diligence, Capital Markets, Bloomberg, Credit, Leveraged Finance, LBO, Business Valuation, Hedge Funds, Alternative Investments, Investment Banking
Education
Boston College 2001 — 2005
BS, Finance & Accounting
RBC Capital Markets July 2001 - Present
Trinity Wall Street March 2013 - March 2015
PaineWebber / UBS July 1997 - July 2001
Sedgwick, Detert, Moran and Arnold September 1994 - April 1997
Loeb & Loeb LLP 1997 - 1997
Pillsbury Winthrop Shaw Pittman LLP December 1991 - August 1994
Emmet Marvin & Martin September 1986 - November 1990
Skills
Corporate Governance, Project Management, Capital Markets, Back Office, Fixed Income, Securities, Investments, Series 7, Hedge Funds, Finance, Equities, Financial Markets, Derivatives, Bonds, Asset Management, Financial Services, Swaps, Equity Derivatives, FINRA, Executive Management, Financial Analysis, Credit Derivatives, Structured Products
Education
NYU School of Continuing & Professional Studies 2001 — 2003
Certificate, Finance
Binghamton University - School of Management 1979 — 1984
BS, Management
Norman Thomas High School for Commercial Education 1975 — 1979
High School Regents Diploma, Bookkeeping
Our Lady Queen of Angels
Morgan Stanley Wealth Management December 2013 - Present
RBC Capital Markets November 2011 - July 2012
citadel securities February 2010 - May 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers February 2005 - September 2008
Morgan Stanley 1984 - 2005
Skills
Equity Derivatives, Hedge Funds, Wealth Management, Bonds, Trading, Portfolio Management, Options, Equities, Electronic Trading, Derivatives, Structured Finance, Strategy, Finance, Investments, Swaps
Education
Binghamton University 1978 — 1982
BS, Accounting
Double Blue Sports Analytics August 2015 - Present
3d Lacrosse July 2014 - Present
Sparx Hockey February 2014 - Present
The Brunswick Hotel and Tavern May 2011 - Present
Fore Golf Partners, LLC August 2008 - Present
CornPoint Capital LLC 2007 - Present
Morgenthaler Partners 2005 - 2007
RBC Capital Markets 1999 - 2002
Skills
Investments, Private Equity, Financial Modeling, Corporate Development, Valuation, Financial Analysis, Due Diligence, Business Strategy, Strategy, Entrepreneurship, Investment Banking, Capital Markets, Corporate Finance, Equities, LBO, Mergers, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Bowdoin College 1995 — 1999
BA, Economics, Mathematics
RBC Capital Markets June 2015 - Present
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.)
Tuck School of Business at Dartmouth 2011 — 2011
Tuck Bridge Program
St. Christopher's School 2005 — 2008
BlackRock September 2012 - Present
BlackRock January 2011 - October 2012
RBC Capital Markets 2008 - 2010
Lehman Brothers 2003 - 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Debt Instruments and Securitization
Boston College 1998 — 2002
Bachelor of Science (B.S.), Finance and Communications
Byram hills high school
RBC Capital Markets January 2014 - Present
KPMG August 2012 - December 2013
Skills
Financial Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, PowerPoint, Financial Reporting, Financial Modeling, Microsoft Word, US GAAP, Finance
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
The Benchmark Company June 2013 - Present
Direct Access Partners April 2012 - May 2013
Addax Brands September 2009 - April 2012
Loeb King Capital Management October 2007 - May 2009
RBC Capital Markets February 2006 - October 2007
Levin Capital Strategies April 1996 - December 2006
Skills
Research, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Marketing, Equities, New Business Development, Investments, Analysis, Market Research, Hedge Funds, Series 7, Equity Trading, Equity Derivatives, Options, Bonds, Event Driven, Arbitrage, Special Situations
Education
Brandeis University 1989 — 1993
Bachelor's degree, History, Philosophy
RBC Capital Markets DirectorRBC Capital Markets2010 - 2015
RBC Capital Markets 2010 - 2015
RBC Capital Markets 2010 - 2015
Citigroup 2004 - 2010
Lehman Brothers 1999 - 2004
Skills
Equity Derivatives, Derivatives, Options, Fixed Income, Hedge Funds, Electronic Trading, Capital Markets, Bloomberg, Equities, Investment Banking, Structured Products, Trading
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
Boston College
Nomura Securities January 2014 - Present
RBC Capital Markets April 2011 - December 2013
KPMG June 2007 - August 2010
Education
Binghamton University 2003 — 2007
B.S., Accounting
Kruger Inc. September 2005 - Present
Kruger Inc. August 2005 - Present
TD Securities 2000 - January 2005
RBC Capital Markets October 1998 - September 2000
Skills
Financial Analysis, Forecasting, Business Strategy, Financial Modeling, Negotiation, Business Planning, FX Options, FX trading, FX Hedging, FX Derivatives, Foreign Exchange, Derivatives, Trading, Finance, Options, Hedging, Fixed Income, Bloomberg, Currency, Investments, Swaps, Portfolio Management, Capital Markets
Education
Bishop's University 1990 — 1995
BBA, Business
Loyola High School 1981 — 1986
RBC Capital Markets 2013 - Present
SCALEAfrica 2007 - Present
Deutsche Bank 2009 - 2013
Credit Suisse 1997 - 2008
First Data Corporation 1995 - 1997
Skills
Leveraged Finance, High Yield Bonds, Investment Banking, Credit Analysis, Capital Markets, Fixed Income, Private Equity, Corporate Finance, Social Entrepreneurship, Sub-Saharan Africa, Nonprofits, Technology, TMT, LBO, High Yield
Education
Harvard Business School 2013 — 2013
Boston University 1991 — 1995
Bachelor of Arts (B.A.)
Rotberg High School
KeyBanc Capital MarketsHi February 2014 - Present
KeyBanc Capital Markets October 2011 - Present
RBC Capital Markets February 2009 - June 2011
JPMorgan Chase & Co. July 2006 - July 2008
JPMorgan Chase & Co. August 2002 - June 2006
Skills
Fixed Income, Capital Markets, Equities, Hedge Funds, High Yield, Leveraged Finance
Education
Boston College 1999 — 2002
BA, Economics, History
RBC Capital Markets 2001 - Present
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Private Equity, Structured Products, Trading Systems, Electronic Trading, Equity Derivatives, Securitization, Structured Finance, Credit Derivatives, Alternative Investments
Education
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (B.S.)
RBC Capital Markets April 2015 - Present
CUNY New York City College of Technology March 1988 - Present
TIAA-CREF April 2014 - April 2015
Weill Cornell Medical College January 2014 - March 2014
Deutsche Bank August 2013 - December 2013
CIGNA Healthcare May 2013 - May 2013
Standard & Poor's February 2013 - April 2013
Hewlett-Packard February 2013 - February 2013
Hewlett-Packard August 2012 - December 2012
Compucom July 2012 - July 2012
Skills
Windows Vista, Windows 7, Computer Security, Blackberry Enterprise..., XP, Help Desk Support, Technical Support, TCP/IP, Software Installation, Hardware, Networking, Printers, Windows, Laptops, Troubleshooting, Active Directory, System Administration, HP, Security, Software Documentation, Computer Hardware, System Deployment, Access, Windows XP, Operating Systems
Education
CUNY New York City College of Technology
SUNY Binghamton
RBC Capital Markets October 2009 - Present
Goldman Sachs July 2006 - September 2009
Goldman Sachs February 2003 - June 2006
Skills
Financial Modeling
Education
Bond University 2002 — 2002
Postgraduate Finance studies
The University of Texas at Austin 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Honors, Finance, magna cum laude
The University of Texas at Austin 1998 — 2002
Bachelor of Arts (B.A.), Plan II, summa cum laude
Bloomberg LP February 2014 - Present
RBC Capital Markets 2008 - 2013
Merrill Lynch 2007 - 2008
Skills
Trading Systems, Electronic Trading, Fixed Income, Bloomberg, Reference Data, Unix, Financial Markets, Solaris, TIBCO Rendezvous, Vendor Management, Capital Markets, IT Strategy, TIBCO, RMDS
Education
Bowdoin College 1998 — 2002
Computer Science, Mathematics and Computer Science
Cathedral High School