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 August 2014 - Present
Google May 2012 - August 2014
Infusion Development October 2011 - May 2012
Israel Defense Forces 2004 - 2010
Skills
Project Management, Financial Modeling, Business Analysis, Business Intelligence, Consulting, Due Diligence, Analysis, Mergers & Acquisitions, Investment Banking, Corporate Finance, Capital Markets
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
The Open University of Israel 2005 — 2010
B.A., Computer Science, 3.8
Morgan Stanley June 2015 - Present
Columbia Bartending Agency and School of Mixology January 2013 - June 2015
Columbia University in the City of New York January 2015 - May 2015
AlphaSights September 2014 - December 2014
RBC Capital Markets June 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - June 2014
Committee on Global Thought November 2012 - May 2014
United Family Healthcare June 2013 - August 2013
Greater Madras Leprosy Treatment and Education Scheme June 2012 - July 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Spanish, Social Media, Data Analysis, International Relations, Nonprofits, Stata, Statistics, Economics, SPSS
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics
Goldman Sachs January 2013 - Present
RBC Capital Markets July 2011 - January 2013
Peter J. Solomon Company June 2010 - August 2010
Nixon Peabody June 2009 - July 2009
Skills
Valuation, Bloomberg, Financial Modeling, DCF, Investment Banking, Capital Markets, LBO
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Economics-Statistics
Wells Fargo Securities May 2015 - Present
Wells Fargo June 2011 - May 2015
UBS Investment Bank September 2009 - July 2011
UBS Investment Bank July 2007 - September 2009
RBC Capital Markets June 2006 - August 2006
Dewey Ballantine LLP June 2005 - August 2005
Church of Jesus Christ of Latter-day Saints June 2003 - June 2005
Education
Columbia University in the City of New York 2001 — 2007
BA, Political Science
American High School
Equitable Trust 2012 - Present
Hawkshaw Capital Management 2010 - 2012
Tildenrow Partners 2007 - 2010
RBC Capital Markets 2005 - 2007
Rodman and Renshaw, LLC December 2003 - 2005
Skills
Value Investing, Equity Research, Financial Modeling, Investments, Capital Markets, Equity Valuation, Hedge Funds, Alternative Investments, Global Macro, Investment Management, Bloomberg, Valuation, Due Diligence, DCF, Equities, Fixed Income, Private Equity, Emerging Markets, Financial Markets, Asset Allocation, Fundamental Analysis
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Vanderbilt University 1999 — 2003
BS, Double major: Economics & Spanish
Canadian Derivatives Clearing Corporation (CDCC) July 2015 - Present
RJ O'Brien & Associates LLC January 2014 - July 2015
RBC Capital Markets May 2005 - June 2013
SunGard September 2001 - May 2005
Skills
Derivative Market..., Commodity Markets, Options, Electronic Trading, Emerging Markets..., Hedging Strategies, Prime Brokerage, Derivative Clearing..., OTC, Hedging, Derivatives, Finance, Trading Systems, Capital Markets, Middle Office, Investments, FX Options, Trading, Equities, Commodity, Bloomberg, Fixed Income, Financial Markets, Futures Trading, Agriculture
Education
IE (Instituto de Empresa) 2000 — 2001
MBA
Concordia University 1988 — 1991
Bachelor of Commerce (B.Com.)
RBC December 2013 - Present
RBC Capital Markets April 2008 - December 2013
Harbour Publishing 2000 - October 2007
Skills
Statistics, Financial Analysis, Matlab, SQL, Economics, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Data Analysis, VBA, Risk Management, Research, Amiga, Market Risk, Bloomberg, Analysis, Financial Risk
Education
Queen's University 2005 — 2007
Master of Arts, Economics
Concordia University 2003 — 2005
B.Sc. with Honors, Mathematics and Statistics
The University of British Columbia 1995 — 2000
B.Sc., Physics
RBC Capital Markets June 2015 - August 2015
Archer Gray January 2015 - May 2015
Tungsten Partners October 2014 - December 2014
Sapient June 2014 - August 2014
Situation Interactive January 2014 - May 2014
Micah Kellner - City Council Campaign April 2013 - May 2013
Cold Spring Harbor Laboratory June 2008 - January 2013
Skills
Strategy, Market Research, Data Analysis, WordPress, Google Analytics, Microsoft Excel, PowerPoint, Photoshop, JavaScript, HTML, LaTeX, Cell Biology, Machine Learning
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Economics, Art History
Half Hollow Hills High School East 2008 — 2012
High School
Columbia Business School 2015 - Present
RBC Capital Markets February 2015 - August 2015
Sherritt International Corporation October 2011 - November 2014
CIBC Wood Gundy May 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management 2006 — 2009
Bachelor of Commerce (B.Com.)
CFA Institute
CFA Charterholder
RBC Capital Markets July 2015 - Present
Columbia University in the City of New York August 2014 - Present
EBS - BrokerTec (an ICAP company) July 2004 - July 2015
ICAP 2007 - 2010
ICAP 2006 - 2007
ICAP 2004 - 2006
SIAC/NYSE October 1998 - July 2004
Polytechnic University January 1997 - October 1998
Skills
Team Leadership, IT Management, Software Development, Trading Systems, Java, Swing, Python, Objective-C, Cocoa, Integration, Electronic Trading, Market Data, SDLC, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project..., Financial Markets, Fixed Income, Trading, Business Analysis, Low Latency, Agile Methodologies, Management, Exchange Connectivity, SQL, Leadership, Vendor Management, Project Management, Enterprise Software
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), Technology Management
Polytechnic University 1996 — 2000
Bachelor of Science (BS), Software Engineering
Odessa National 'I.I. Mecnikov' University 1993 — 1995
Physics
Richelieu Lyceum 1989 — 1993
Physics
RBC Capital Markets June 2015 - Present
Deutsche Bank February 2014 - June 2015
Deutsche Bank June 2011 - February 2014
Deutsche Bank September 2010 - May 2011
Columbia University November 2006 - August 2010
Columbia University February 2008 - September 2008
Teach for America June 2007 - August 2007
Skills
Java, C++, Perl, Unix, Unix Shell Scripting, GWT, Website Development, Software Development, SQL, Equities, Electronic Trading, Dark Pools, FIX, Trading Systems, Multithreading, Oracle, Linux, Networking, Solaris, Agile Methodologies, Databases, Market Data, Low Latency
Education
Columbia University in the City of New York 2006 — 2010
BS, Computer Science
RBC Capital Markets 2014 - Present
Citi 2012 - 2014
National Committee on U.S.-China Relations 2011 - 2011
Credit Suisse 2011 - 2011
Hony Capital 2011 - 2011
Mitsubishi Electric Research Labs 2006 - 2010
Skills
Investment Banking, Financial Modeling, Valuation, Emerging Markets, Venture Capital, Equity Research, Corporate Finance, Due Diligence, Capital Markets, Bloomberg, Private Equity, Hedge Funds, Strategy, M&A experience, Start-ups, Corporate Development, Mergers & Acquisitions, Renewable Energy, Equities, Equity Valuation, Competitive Analysis, Management Consulting, Structured Finance, Fixed Income
Education
Columbia Business School 2010 — 2012
MBA, Finance
New York University, Polytechnic School of Engineering
Electrical Engineering
RBC Capital Markets August 2011 - Present
Barclays Capital October 2008 - April 2011
Lehman Brothers 1996 - 2008
Chemical Bank 1987 - 1996
Manufactures Hanover Trust 1987 - 1991
Manufactures Hanover Trust 1987 - 1991
Skills
Private Equity, Capital Markets, Investment Banking, Leveraged Finance, LBO, Portfolio Management, Equities, Investments, Equity Capital Markets, Finance, High Yield, Syndications, Securities, Loan Origination, Deal Execution
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
RBC Capital Markets 2004 - Present
Merrill Lynch 1996 - 2002
SG Warburg June 1994 - August 1994
Lehman Brothers 1990 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Columbia University in the City of New York
B.S.
UNIS
iranzamin
RBC Capital Markets May 2015 - August 2015
BNY Mellon May 2014 - August 2014
American Enterprise Institute September 2013 - June 2014
U.S. House of Representatives June 2013 - August 2013
Skills
Volunteering, Management, Organization, Microsoft Office, Spanish, Microsoft Word, Public Speaking, Accounting, Networking, PowerPoint, Microsoft Excel, Teamwork, Valuation, Financial Statement..., Finance, Public Finance
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Political Science
Interlake High School 2008 — 2012
Bilingual International Baccalaureate Diploma
RBC Capital Markets January 2015 - Present
RBC Capital Markets May 2014 - December 2014
ARC Real Estate Fund September 2013 - May 2014
RBC Capital Markets June 2012 - June 2013
Exane February 2012 - June 2012
Education Nationale September 2011 - April 2012
Skills
Quantitative Finance, Equity Derivatives, VBA, Bloomberg, C++, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Financial Markets, Economics, Corporate Finance, Financial Analysis, Investment Banking, French
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.Sc.), Financial Mathematics
Ecole nationale des Ponts et Chaussées 2011 — 2014
M1, Mathematics, Computer science
Imperial College London 2011 — 2011
Civil Engineering
Prudentia Advisors LLC March 2015 - Present
Sotheby's International Realty June 2014 - Present
RBC Capital Markets November 2009 - June 2013
CIBC World Markets July 1998 - March 2008
Salomon Smith Barney August 1996 - July 1998
Wyeth September 1991 - December 1994
Skills
Investment Banking, Mergers, Valuation, Capital Markets, Financial Modeling, Corporate Finance, LBO, Corporate Development, Financial Analysis, Financial Structuring, Series 7, Business Valuation, Capital Structure, Finance, Series 63, Equity Valuation, M, Mergers & Acquisitions, Private Equity, Strategy, Mergers, Venture Capital
Education
Columbia University - Columbia Business School 1995 — 1996
Masters, Finance
University of Notre Dame 1987 — 1991
BBA, Accounting
Westfield Senior High School 1984 — 1989
Moneris Solutions September 2014 - Present
RBC Royal Bank October 2010 - September 2014
RBC Capital Markets June 2013 - January 2014
RBC Royal Bank October 2009 - October 2010
Mackenzie Financial September 2009 - October 2009
St. Lawrence College 2008 - 2009
The MEARIE Group September 2007 - May 2008
Manulife Financial 2006 - 2007
ADP 2003 - 2005
Skills
Financial Analysis, Risk Management, Capital Markets, Portfolio Management, Banking, Financial Risk, Due Diligence, Finance, Forecasting, Derivatives, Credit Risk, Credit, Financial Services, Financial Modeling, Mutual Funds, Mergers & Acquisitions
Education
York University - Osgoode Hall Law School 2009 — 2013
LL.M., Securities Law
CFA Institute
CFA Charter holder, Investment Management
Concordia University 2005 — 2008
MBA, Finance-Investment Management
Canadian Securities Institute CSI 2005 — 2005
CSC, Capital Markets-Finance
Ryerson University 1998 — 2003
BCOMM, Business Management
Bocconi di Milano
Smashing Pixels Inc. August 2013 - Present
AudienceView Ticketing Corporation January 2012 - 2013
AdvizeIT (Formerly a division of BDO Dunwoody) 2003 - 2011
Sabre Services 2000 - 2003
Link-Connect 1996 - 2000
CIBC World Markets 1992 - 1994
Mizuho International 1987 - 1992
RBC Capital Markets 1986 - 1987
Kuwait Investment Authority 1982 - 1986
ScotiaMcLeod 1974 - 1982
Skills
Consultative Selling, Project Implementation, Customer Relations, New Business Development, Sales Management, Strategic Planning, Account Management, Product Development, Operations Management, Competitive Analysis, International Business, Customer Service, Selling, Vendor Management, Business Analysis, Change Management, Cross-functional Team..., Business Development, Management, Sales
Education
The University of Western Ontario 1969 — 1972
BA, Economics
Concordia University 1972 — 1974
B Comm, Business
RBC Capital Markets December 2012 - Present
RBC Capital Markets May 2011 - December 2012
RBC Capital Markets June 2010 - May 2011
Skills
Securities, Capital Markets, Fixed Income, Hedge Funds, Equities, Derivatives, Bonds, Management, Financial Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
New York University 2006 — 2010
Bachelor of Science
River Dell High School 2002 — 2006
RBC Capital Markets July 2000 - Present
Bell Canada International October 1997 - July 2000
Bell June 1996 - October 1997
Skills
Investment Banking, Capital Markets, Banking, Corporate Development, Corporate Finance, Due Diligence, Equities, Mergers, Private Equity, Valuation
Education
Concordia University 1994 — 1996
MBA
McGill University 1990 — 1994
B.A., Economics
RBC Capital Markets June 2015 - Present
AllianceBernstein May 2014 - August 2014
GreenHills Ventures, LLC. June 2013 - June 2014
ClassWish.org June 2013 - August 2013
Columbia University Medical Center June 2011 - December 2012
Skills
Research, Bloomberg Terminal, Data Analysis, Analysis, Spanish, Microsoft Excel, Statistics, Microsoft Office, SPSS, Stata, Leadership, Matlab
Education
Barnard College, Columbia University 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Statistics, Minor Economics
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Mathematics and Statistics, Minor Economics
Great Neck South High School 2008 — 2012
High School Diploma
RBC Capital Markets 2010 - Present
Sonenshine Partners 2008 - 2010
JPMorgan 2006 - 2008
Fox-Pitt, Kelton 2005 - 2006
Citigroup 1997 - 2005
Education
Columbia University - Columbia Business School
MBA
Columbia University - School of International and Public Affairs
MIA
Culver Military Academy / Summer Naval School
Company Commander
Duke University
Park Tudor School
HS
BNY Mellon 2014 - Present
BNY Mellon 2013 - 2014
RBC Capital Markets 2012 - 2013
Morgan Stanley 2002 - 2012
Morgan Stanley 2001 - 2002
Morgan Stanley 1999 - 2001
Morgan Stanley June 1998 - August 1998
American Express 1996 - 1997
American Express 1994 - 1996
American Express 1992 - 1994
Skills
Fixed Income, Relationship Management, Marketing, Sales, Negotiation, Leadership, Account Management, Financial Services, Key Account Management, Research, Public Speaking, Banking, Investments, Portfolio Management, Capital Markets, CRM, consultative sales, Credit, Investment Banking, Strategy, Strategic Account..., Interpersonal Skill, Asset Management, Bonds, Project Management, Strategic Initiatives
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration, Finance
Trinity College-Hartford 1990 — 1994
Bachelor of Arts, Economics
Morehouse College 1993 — 1993
Domestic Exchange Student
Deerfield Academy 1986 — 1990
Secondary School Diploma
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Morgan Stanley Children's Hospital (CUMC), NewYork-Presbyterian July 2015 - Present
Columbia University of the City of New York January 2015 - Present
Blackstone June 2005 - May 2012
RBC Capital Markets 2003 - 2005
JPMorgan Chase 2001 - 2003
Skills
Bonds, Credit, Excel, Fixed Income, High Yield, Capital Markets, Financial Modeling, Series 7, Bloomberg, Financial Analysis, Securities, Investments, Asset Management, Due Diligence, Credit Analysis, Alternative Investments, Series 63, Mezzanine, Debt, Structuring, Loans, Leveraged Finance, LBO, Portfolio Management, Corporate Finance, Factset, Debt Restructuring, CDO, Industry Analysis, Bloomberg Terminal, Structured Products, Capital Structure, Securitization, Fixed Income Products, Buy-side, Financial Structuring, Private Equity, Hedge Funds, Valuation, Structured Finance, CLO, Fixed Income Analysis, Derivatives
Education
Columbia University in the City of New York 2013 — 2016
Certificate in Premedical Sciences, Medicine
New York University 2006 — 2009
Graduate diploma, Credit Analysis, SCPS
Duke University 1996 — 2001
Bachelor's Degree, Double Major in Economics and German
Gardner Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney February 2005 - February 2009
RBC Capital Markets February 2000 - February 2005
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Bonds, Investments, Series 66, Equities, Fixed Income, Retirement Planning, Asset Management, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Estate Planning, 401k Rollovers, Strategic Financial..., Portfolio Management, Financial Advisory, Uniform Combined State..., Financial Planning, IRAs
Education
Concordia College
Business
RBC Capital Markets August 2010 - Present
FBR May 2009 - July 2010
Bank of America March 2003 - April 2009
Merrill Lynch August 1997 - March 2003
US Navy April 1992 - July 1995
US Navy May 1990 - April 1992
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Aerospace Industries, Defence Sector, Government Services, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
United States Naval Academy 1986 — 1990
Bachelor of Science (BS), Economics
Farmingdale High School 1982 — 1986
Jewish Board of Family and Children's Services January 2012 - Present
Deloitte February 2015 - Present
Morgan Stanley May 2012 - January 2015
RBC Capital Markets January 2010 - March 2012
Resources Global Professionals November 2009 - December 2009
Ernst & Young July 2002 - May 2009
Metropolitan Life Insurance Company 2007 - 2009
Santander 1997 - 2000
Skills
Risk Management, Sarbanes-Oxley Act, Governance, Business Strategy, Accounting, Project Management, Capital Markets, Financial Services, @Risk, Commodity, Market Risk, Basel II, Stress Testing, Liquidity Risk, Financial Risk, Financial Risk..., Trading, Banking, Treasury, Investments, Fixed Income, Strategy, Treasury Management, Equities, Finance, Internal Controls, Managerial Finance, ALM, Valuation, Economics, Investment Banking, Financial Modeling, Analysis, Interest Rate Risk...
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Universidad del Pacífico (PE) 1991 — 1995
BA, Economics
Piper Jaffray 2012 - 2014
RBC Capital Markets 2006 - 2011
Education
Duke University - The Fuqua School of Business 2014 — 2016
MBA Candidate - Class of 2016, Accounting and Finance
Columbia University in the City of New York 2002 — 2006
Bachelor of Science (B.S.), International Relations and Affairs
Torrey Pines
Torrey Pines
Torrey Pines
Greenhill & Co. August 2015 - Present
RBC Capital Markets July 2014 - August 2015
J.P. Morgan May 2013 - August 2013
Skills
Investment Banking, Financial Modeling, Excel, Valuation, Banking, Economics, Financial Analysis, Investments
Education
Columbia University in the City of New York 2011 — 2014
BA, Economics
RBC Capital Markets June 2015 - August 2015
Columbia Bartending Agency and School of Mixology September 2013 - May 2015
Educational Testing Service (ETS) TOEFL Junior China Management Center August 2014 - November 2014
Skills
East Asian Studies, Economics, Mandarin, Spanish, Mathematics, Customer Service, Adult CPR, Photoshop, Data Analysis, Leadership
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Economics
SMBC Nikko Securities America, Inc. July 2014 - Present
Standard & Poor's November 2012 - July 2014
ARA Enterprise, LLC October 2009 - May 2014
RBC Capital Markets June 2007 - July 2012
Standard & Poor's January 2005 - June 2007
United Soccer Leagues February 2002 - January 2005
Skills
Structured Finance, Residential Mortgages, ABS, ABCP, Banking, Securitization, Asset-backed..., Corporate Finance, Mortgage Lending, Consumer Lending, Contract Negotiation, Credit, Credit Analysis, Due Diligence, Finance, Financial Modeling, Mergers, Capital Markets, Bloomberg, Fixed Income, Portfolio Management, Investment Banking, Mergers & Acquisitions, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Denver 1998 — 2004
Bachelor of Science in Business Administration, Finance, General
Saint Lawrence University 2000 — 2002
Bachelor of Arts (B.A.), Economics
RBC Capital Markets February 2015 - August 2015
Geode Capital Management June 2014 - August 2014
Mommsen Global LLC November 2013 - January 2014
Skills
Data Analysis, R, Quantitative Analytics, Python, Matlab, Quantitative Finance, Time Series Analysis, VBA, C++, Data Mining, LaTeX, Bloomberg, Machine Learning, SPSS, Linux, SQL, GNU EMACS, Shell Scripting, Emacs, Git, Unix, Algorithms, Data Structures, Oracle SQL Developer, Bash, Perl
Education
Columbia University in the City of New York 2013 — 2015
Master of Arts (MA), Mathematics in Finance
Renmin University of China 2009 — 2013
Bachelor of Applied Science (BASc), Applied Mathematics
Chengdu Foreign Language School 2003 — 2009
Owl Creek Asset Management June 2015 - August 2015
Onex August 2012 - July 2014
RBC Capital Markets July 2010 - July 2012
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Toronto - Rotman School of Management 2006 — 2010
Bachelor of Commerce
Chartered Financial Analyst® (CFA) Institute 2009 — 2011
Chartered Financial Analyst
Royal St. George's College 2002 — 2006
Stone Ridge Asset Management September 2012 - Present
RBC Capital Markets August 2010 - September 2012
Morgan Stanley June 2005 - July 2010
Education
Columbia University in the City of New York 2001 — 2005
B.A., Mathematics, Music
St. John's School 1997 — 2001
RBC Capital Markets June 2015 - Present
Fuqua/Coach K Center on Leadership and Ethics June 2012 - May 2015
Barclays June 2014 - August 2014
RBC Capital Markets May 2013 - June 2013
Skills
Computer Skills:..., Languages: French..., Financial Analysis, Financial Markets, Equities, Investments, Capital Markets, Microsoft Word, Finance, Leadership, Data Analysis
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics, Minor in French, Certificate in Markets and Management Studies
Columbia University in the City of New York 2012 — 2012
King School 2007 — 2012
High School
Duke University in London, UK
Finance
RBC Capital Markets September 2013 - Present
GuardHill Financial Corp. May 2013 - August 2013
HSBC Global Asset Management January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
HSBC June 2011 - August 2011
Ethnic Communities' Council of New South Wales May 2010 - August 2010
Phoenix Satellite Television July 2008 - August 2008
Skills
Microsoft Excel, Stata, SPSS, Final Cut Pro, Financial Modeling, Accounting, Financial Analysis, Economic Research, Policy Analysis, Quantative Analysis, Valuation, Equity Research, Mandarin, German, Real Estate Investment
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
RBC Capital Markets August 2011 - Present
RBC Capital Markets June 2011 - August 2011
Lumesis LLC August 2010 - May 2011
The Coca-Cola Company September 2007 - October 2007
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree
New York University 2009 — 2011
Master's Degree
East China University of Science and Technology 2005 — 2009
Bachelor's Degree
RBC Capital Markets October 2012 - Present
Skills
Capital Markets, Investment Banking, Mergers, IPO, Equities, Financial Modeling, Valuation, Private Placements, LBO, Corporate Finance, Real Estate, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Finance, Private Equity, Securities, Project Finance, Fixed Income, Bloomberg, Acquisitions, Equity Research, Venture Capital
Education
Concordia University 2000 — 2003
Bachelor of Commerce, Major in Finance, Minor in Accounting
Dawson College
Credit Suisse January 2014 - Present
MetLife October 2013 - January 2014
Barclays April 2013 - September 2013
RBC Capital Markets November 2012 - April 2013
MetLife March 2012 - October 2012
Citigroup November 2010 - March 2012
The Abbey Company December 2008 - November 2010
AIG December 2007 - December 2008
Granta Capital Group January 2002 - December 2007
Gorayeb and Associates, PC January 1999 - January 2002
Skills
ITIL, Project Portfolio..., Program Management, SDLC, Risk Management, PMO, Strategy and Leadership, Portfolio Management, Change Management, Management Consulting, Banking, Software Project..., Project Management, Disaster Recovery, Information Technology, Strategy, IT Management, Team Building, Integration, Process Improvement, Governance, Leadership, Management, IT Strategy, Vendor Management, Stakeholder Management, SharePoint, Start-ups, Agile Methodologies, Consulting, Project Planning, Budgets, Business Intelligence, Business Analysis, Executive Management, Enterprise Architecture, Outsourcing, Business Strategy, Business Process, Business Process..., PMP, Financial Services, Infrastructure, IT Operations, Business Transformation, Resource Management, CRM, Project Delivery, Service Delivery, Offshoring
Education
Columbia University in the City of New York 2012 — 2017
MBA Doctor of Philosophy (PhD), Decision, Risk & Operations
New York University 2007 — 2010
MS, Management and Systems Strategy and Leadership
Pace University 2004 — 2006
BS, Professional Computer Studies
Brandywine Global Investment Management 2013 - Present
RBC Capital Markets 2011 - 2013
Guardian Life Insurance 2009 - 2011
Goldman Sachs 1998 - 2009
Deutsche Bank Securities 1994 - 1998
Lehman Brothers 1986 - 1994
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Options, Capital Markets, Financial Services, Risk Management, Change Management, Business Analysis, Strategy, IT Strategy, Trading Systems, Trading, Asset Management, Strategic Planning, Outsourcing, Securities, Leadership, Finance, Asset Managment, Vendor Relationships, CRM, Private Equity, Mutual Funds, Hedge Funds, PMO, Executive Management, Derivatives, Business Strategy, Middle Office, Project Portfolio...
Education
Columbia University in the City of New York
BA, Economics
U.S. Department of the Treasury January 2014 - Present
The Chrisander Group, LLC February 2009 - Present
M. R. Beal & Company August 2008 - February 2009
RBC Capital Markets August 2006 - June 2008
JP Morgan Securities 2003 - 2006
The Flood Company, Inc 1996 - 2003
Lehman Brothers 1982 - 1996
Municipal Assistance Corporation 1980 - 1982
Skills
Transaction Management, Financial Structuring, Bonds, Credit, Risk Management, Securitization, Mortgage Lending, Debt, Structured Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Due Diligence, Asset Managment, Project Finance, Portfolio Management, Real Estate Economics, Securities, Investments, Banking, Loans, Trading, Credit Risk, Asset Management, Real Estate, Finance, Equities, Fixed Income, Private Equity
Education
Columbia University - Columbia Business School
MBA, Economics, Finance
Germantown Friends School
Wesleyan University
B.A., Economics, Music
RBC Capital Markets June 2015 - Present
Columbia University Office of Residential Life September 2013 - Present
Coady Diemar Partners May 2014 - July 2014
Protocol Capital Management October 2013 - January 2014
Sejong University Radio-Astronomy Lab June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investment Banking, Research, Economics, Equity Research, Capital IQ, Stata
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (BA), Financial Economics with Concentration in Mathematics
Southridge School 2007 — 2012
Dogwood Diploma
The Flying Chair Foundation 2015 - Present
SunEdison 2012 - Present
SunEdison 2011 - 2012
Deutsche Bank 2005 - 2011
RBC Capital Markets 2003 - 2005
Financial Technology Partners 2003 - 2003
Skills
Investment Banking, Mergers, Private Placements, Private Equity, Venture Capital, Buyouts, Joint Ventures, Principal Investing, Corporate FP&A, Forecasting, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investor Relations, Financial Modeling, Capital Markets, Financial Analysis, IPO, Due Diligence, LBO, Equities, M, Structured Finance, Leveraged Finance, Restructuring, Project Finance, DCF, Solar Energy, Capital Raising, Treasury, Bloomberg, Acquisition Integration, Cleantech
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Program
University of California, Berkeley 1999 — 2003
2003
Mariner Investment Group, LLC August 2015 - Present
Owl Creek Asset Management June 2015 - August 2015
L/S Hedge Fund November 2014 - February 2015
Ardian February 2014 - May 2014
Ardian (formerly, AXA Private Equity) May 2011 - January 2014
Ardian (formerly, AXA Private Equity) September 2008 - April 2011
Berkery, Noyes & Co., LLC September 2006 - January 2008
RBC Capital Markets June 2006 - August 2006
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Fordham University 2004 — 2008
BS, Finance
RBC Capital Markets 2013 - Present
Brookfield Asset Management 2008 - 2012
FSI Capital 2007 - 2007
Education
Columbia University in the City of New York 2004 — 2008
RBC Capital Markets May 2011 - Present
Loughlin Meghji + Company January 2009 - May 2011
JPMorganChase 1989 - 2008
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Hamilton College 1985 — 1989
BA, Psychology, Economics
RBC Capital Markets August 2015 - Present
Learning & Development at Columbia University in the City of New York December 2013 - July 2015
RBC Capital Markets June 2014 - August 2014
Columbia Business School September 2013 - December 2013
MBIA May 2013 - August 2013
Pediatrics on Hudson 2010 - 2011
Columbia University Medical Center 2008 - 2010
Skills
Java, Matlab, Teaching, SharePoint, Microsoft Excel, PowerPoint, Microsoft Office, Programming, Data Analysis, Analysis, Microsoft Word, Public Speaking, Statistics, Teamwork, HTML, Technical Presentations, Research, SQL, Data Management, Databases
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2015
Bachelor of Science (B.S.), Operations Research
Our Lady of Victory Academy 2007 — 2011
RBC Capital Markets June 2015 - Present
Columbia University in the City of New York August 2014 - Present
Bank of America Merrill Lynch June 2011 - July 2014
Bank of America Merrill Lynch May 2010 - July 2010
Austin EcoNetwork August 2009 - December 2009
Standard & Poor's August 2008 - December 2008
Skills
Equities, Java, Capital Markets, Risk Management, Fixed Income, Derivatives, VBA, Python, C++, R, Financial Analysis, Microsoft Excel, Equity Derivatives, SQL, Software Development, Microsoft Office, Agile Methodologies, Trading Systems, Market Data, Electronic Trading, C, C#, ASP.NET MVC, Oracle SQL Developer, Spring Framework, Scrum, PnL, Stochastic Modeling, Stochastic Processes, Black-Scholes, Optimization, Finance, Market Risk, Financial Markets, Algorithms, Unix, Programming, Unit Testing, Integration Testing, Multithreading, Linear Programming, Software Documentation, Stochastic Calculus, Market Microstructure, Portfolio Optimization, Time Series Analysis, Statistical Data..., Business Analytics, FX Derivatives, Interest Rate...
Education
Columbia University in the City of New York 2014 — 2015
Master’s Degree, Operations Research with Financial Concentration, 3.84
National University of Singapore 2007 — 2011
Bachelor's Degree, Computing, Information Systems
The University of Texas at Austin 2009 — 2009
McCombs School of Business, Exchange Program
Hangzhou Foreign Language School 2000 — 2006
RBC Capital Markets 2013 - Present
The Trading Show Chicago 2015, Presented by Terrapinn June 2015 - June 2015
SecOps USA 2015 Conference, Presented by Financial Technologies Forum News June 2015 - June 2015
Financial Technologies Forum Op Risk New York Conference 2014 November 2014 - November 2014
Global Macro Hedge Fund ($125bn AUM) 2011 - 2012
Credit Suisse 2009 - 2010
Citigroup 2006 - 2009
Citigroup 2002 - 2006
Salomon Smith Barney 1998 - 2002
Salomon Smith Barney 1996 - 1998
Skills
IT Strategy, Enterprise Architecture, Disaster Recovery, Risk Management, Data Center, Program Management, Strategy, Infrastructure, ITIL, Information Security, Security, Vendor Management, Trading Systems, Network Security, Governance, Mergers & Acquisitions, Investment Banking, IT Management, Unix, Business Analysis, Integration, Capital Markets, Strategic Planning, Information Security..., Management Consulting, Business Strategy, Virtualization, Executive Management, Process Improvement, Business Process..., Business Transformation, Banking, Hedge Funds, Enterprise Risk..., Operational Risk..., Solution Architecture, Business Continuity..., Analytics, Acquisition Integration, Due Diligence, Restructuring, Cross-functional Team..., Business Intelligence, Technology Management, Venture Capital, Mergers, Global Management, IT Financial Management, CISO, Cyber-security
Education
Columbia University - Columbia Business School
MBA, Global Executive Program w/London Business School
London Business School
MBA, Global Executive Program w/Columbia Business School
The University of Texas at Austin
BA, Computer Science
Riverdale Country School
St David's
RBC Capital Markets May 2007 - Present
RBC March 2002 - May 2007
Education
Concordia University
Accenture October 2012 - Present
RBC Capital Markets February 2012 - October 2012
Bank of Montreal January 2011 - April 2012
Bank of Montreal May 2010 - January 2011
Intact (formerly ING Insurance) May 2009 - May 2010
Bank of Montreal October 2006 - April 2009
CIBC November 2004 - March 2006
Accenture August 1997 - September 2004
Skills
data modeling, data warehousing, data architecture, platform management, data analysis, project management, Data Warehousing, SDLC, Business Analysis, Business Requirements, Requirements Gathering, IT Strategy, Management, Enterprise Architecture, Data Modeling, Project Management, Data Architecture, ETL, Sybase, Testing, Data Integration, Database Design, Oracle, Data Analysis, Quality Assurance, Platform Management, Master Data Management, Visio, DB2, Requirements Analysis, Software Development, Data Warehouse..., Data Marts, Business Intelligence, Business Process..., Data Quality, Analysis, Informatica, Data Migration, Business Objects, Change Management, Data Governance, Cross-functional Team...
Education
University of Toronto - Ontario Institute for Studies in Education 1997 — 1999
Masters, Education - Computer Applications
Concordia University 1988 — 1991
B.Comm, Business
RBC Capital Markets March 2015 - Present
ClubCrown June 2012 - January 2015
Glaser Consulting October 2013 - December 2014
Witter Asset Management November 2009 - January 2011
Skills
Marketing Strategy, Marketing, Start-ups, Product Development, Investments, Negotiation, Finance, Account Management, Research, Social Media, Entrepreneurship, Social Media Marketing, Leadership, Social Networking, Sales, Business Strategy, Strategic Planning, Customer Service, Digital Marketing, Advertising, Public Speaking, Market Research, Strategy
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Double Major: Economics and History, Adjusted GPA 3.6/4.0
Beverly Hills High School 2004 — 2008
BNY Mellon October 2011 - Present
RBC Capital Markets August 2008 - August 2011
Bear Stearns & Company January 1988 - August 2008
Goldman Sachs July 1985 - January 1988
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Asset Management, Valuation, Structured Products, Interest Rate..., Financial Modeling, Finance, Bonds, Series 7
Education
Columbia University in the City of New York
Doctor of Philosophy (PhD), Fluid Mechanics
Columbia University in the City of New York
Bachelor's Degree, Mechanical Engineering
Empire State Development March 2015 - Present
RBC Capital Markets December 2012 - February 2015
Bryant Park Corporation -- 34th Street Partnership -- Chelsea Improvement Company September 2007 - December 2012
Manhattan Community Boards March 2008 - October 2010
Wellesley College Board of Trustees June 2007 - June 2010
Alex Garvin and Associates September 2006 - September 2007
Wellesley College September 2005 - June 2006
Maggio + Kattar June 2004 - August 2004
Felipe Millan Immigration Attorneys July 2003 - August 2003
Skills
Non-profits, Contract Management, Social Entrepreneurship, General Public, Research, Strategic Thinking, Change Management, Comprehensive Planning, Management, Strategy, Budgets, Nonprofits, Community Outreach, Public Speaking, Project Management, Program Management, Editing, Event Planning, Public Policy, Government, Policy Analysis, Fundraising, Data Analysis, Policy, Community Development, Business Development, Sustainability, Economic Development, Public Relations, Entrepreneurship, Public-Private..., Strategic Communications, Strategic Planning, Management Consulting, Analysis, Social Media, Event Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (B.A.)
Robinson Secondary School
International Baccalaureate Diploma
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
Tungsten Partners June 2011 - August 2011
Starport Managed Services Inc. August 2010 - May 2011
Education
Columbia University in the City of New York 2009 — 2013
Upper Canada College 2005 — 2009
RBC Capital Markets June 2015 - Present
BNY Mellon January 2015 - May 2015
AEG Live December 2014 - January 2015
Happy Mango Inc. September 2014 - December 2014
MCF Capital Management May 2014 - August 2014
Sawdust Art Festival May 2014 - August 2014
Fordham University May 2012 - May 2014
Santa Margarita Catholic High School May 2010 - August 2010
Skills
C++, JavaScript, PC, CSS, R, Matlab, XML, HTML, SQL, Python, VBA, Metastock, Sage, Maple, Putty, Financial Modeling, Algorithms, Finance, Derivatives, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Statistics, Calculus, Windows, Adobe Acrobat, Teaching, Microsoft Word, Public Speaking, Social Media
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Operations Research
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Mathematics, Cum Laude
Plainfield Asset Management February 2005 - Present
Gray Birch Services LLC December 2011 - Present
qbeats inc September 2011 - Present
NYU Stern School of Business May 1993 - Present
D. E. Shaw & Co. January 2002 - February 2005
RBC Capital Markets October 1999 - January 2002
NatWest Markets May 1996 - October 1999
Salomon Brothers October 1991 - May 1996
The University of Texas at Austin May 1989 - September 1990
Drexel Burnham Lambert September 1986 - February 1989
Education
Columbia Law School 1981 — 1984
Doctor of Law (J.D.)
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.)
Harvard College 1978 — 1981
A.B., Philosophy
Pereg Ventures 2015 - Present
TransferWise 2015 - 2015
Guevara 2014 - 2015
Doric Group 2013 - 2014
RBC Capital Markets 2009 - 2013
Macquarie Group 2008 - 2008
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Capital Markets, Banking, Investments, Portfolio Management, Equities, Restructuring, Finance
Education
London Business School 2014 — 2016
Master of Business Administration (MBA)
Columbia University - Columbia Business School 2015 — 2015
Master of Business Administration (MBA), Exchange
The University of Western Australia 2007 — 2007
Honours in Finance
The University of Western Australia 2002 — 2006
Bachelor of Science, Bachelor of Commerce
Hale School 1990 — 2001
The Carlyle Group July 2014 - Present
Centerview Partners July 2011 - May 2014
RBC Capital Markets June 2010 - August 2010
Gottesman Company July 2009 - August 2009
Skills
Mergers & Acquisitions, Valuation, Investment Banking, LBO, Financial Modeling, Digital Audio, Private Equity, Cabinetry, Capital Markets, Due Diligence, Bloomberg, Equity Research, Economics
Education
Columbia University in the City of New York 2007 — 2011
BA, Magna Cum Laude
Università di Bologna 2009 — 2009
Barclays Investment Bank August 2013 - Present
BOLT Insurance Agency - Venture Backed Fin-Tech Company April 2012 - December 2012
J.P. Morgan - Investment Bank May 2011 - April 2012
Argo Group International Holdings, Ltd. January 2009 - May 2011
UBS Investment Bank July 2007 - December 2008
RBC Capital Markets June 2006 - August 2006
Thermo Electron June 2005 - August 2005
Skills
Private Equity, Hedge Funds, Valuation, Mergers & Acquisitions, Due Diligence, Strategy, Financial Services, Financial Modeling, Investment Banking, Corporate Development, LBO, Finance, Analysis, Acquisitions, Credit Analysis, Entrepreneurship, Analytics, Equities, Mergers, Forecasting, Strategic Planning, Investor Relations, Property & Casualty..., Life Insurance, Insurance, Equity Research, Investments, Financial Analysis, Microsoft Excel, Corporate Finance
Education
Columbia University in the City of New York 2003 — 2007
BA, Economics
Northfield Mount Hermon School 1999 — 2003
Diploma
RBC Capital Markets 2005 - 2008
Piper Jaffray 2002 - 2005
Robertson Stephens and Co. 1999 - 2002
CIBC World Markets 1996 - 1999
Dillon Read Capital Management 1989 - 1996
Mabon Nugent and Co. 1982 - 1989
Skills
Portfolio Management, Investment Banking, Series 63, Trading, Derivatives, Hedge Funds, Options, Bonds, Securities, Alternative Investments, Equities
Education
Columbia University in the City of New York
Barclays Investment Bank October 2014 - Present
Barclays Investment Bank December 2012 - October 2014
Credit Suisse April 2011 - October 2012
JP Morgan Chase April 2010 - May 2011
Nomura Securities July 2009 - April 2010
RBC Capital Markets April 2009 - July 2009
Lehman Brothers February 2001 - October 2008
CORESTAFF Services June 1999 - February 2001
MetLife June 1998 - June 1999
Republic National Bank of New York February 1992 - June 1998
Skills
Project Management, Finance, Fixed Income, Governance, Foreign Exchange, Prime Brokerage, Regulatory Policy, SDLC, Interagency White Paper..., Dodd Frank Reform -..., Back Office, Business Analysis, Strategy, Software Development..., Sybase, Banking, Linux, Program Management, Disaster Recovery, Cross Functional Team..., Project Finance, Transparency
Education
Columbia University in the City of New York 2008 — 2010
M.S., Executive Master of Science in Technology Management
State University of New York College at Plattsburgh 1987 — 1991
B.S., International Business
McGill University 1989 — 1990
n/a, Bus.Comm / Exchange Student
LBHS
Barclays 2012 - 2014
RBC Capital Markets 2008 - 2011
FT Partners 2007 - 2007
DALBAR, Inc. September 2004 - June 2006
Delphos International 2003 - 2004
Skills
Financial Analysis, Valuation, Bank Mergers, Acquisitions, Debt & Equity Financing, Investments, Private Placements, Corporate Finance, Business Strategy, Structured Finance, Competitive Analysis, Capital Markets, Mergers & Acquisitions, Financial Modeling, Due Diligence, Investment Banking, Finance, Equities, Strategy, Private Equity, Management, Financial Services, Banking, Equity Research, Venture Capital
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
The George Washington University 2000 — 2004
BA, International Affairs
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Prime Advisors, Inc. June 2012 - August 2012
Band XI International June 2011 - August 2011
McCormick, Paulding & Huber June 2007 - August 2010
Skills
Russian, French, Java, HTML, Matlab, Microsoft Excel
Education
Columbia University in the City of New York 2010 — 2014
BS, Operations Research
Loomis Chaffee 2006 — 2010
HS
Morgan Stanley June 2015 - Present
RBC Capital Markets July 2013 - June 2015
J.P. Morgan October 2012 - May 2013
Columbia Business School August 2011 - May 2013
Ocean Gate Capital Management, LP May 2006 - July 2011
Skills
Hedge Funds, Asset Managment, Start-ups, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Asset Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Tufts University 2000 — 2004
BA, Economics
Fairfield College Preparatory School 1996 — 2000
Pocket Gems July 2015 - Present
RBC Capital Markets July 2011 - June 2015
RBC Capital Markets June 2010 - August 2010
Empresa Júnior FGV / The Junior Enterprise of FGV June 2009 - August 2009
Malaria No More February 2009 - May 2009
INFORM, Inc. 2008 - 2008
Skills
Investment Banking, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Capital Markets, Corporate Finance, Real Estate
Education
Columbia University in the City of New York 2007 — 2011
BA, Magna Cum Laude, Economics
RBC Capital Markets September 2013 - Present
Skills
Investment Banking, Corporate Finance, Real Estate, Financial Modeling, Valuation, Structured Finance, Business Development, Mergers & Acquisitions, Capital Markets
Education
Columbia Business School 2004 — 2005
MBA
University of Texas 1994 — 1998
BBA
RBC Capital Markets July 2013 - Present
UBS May 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1988 - 2000
Goldman Sachs 1985 - 1988
Exxon August 1980 - September 1985
Skills
Prime Brokerage, Fixed Income, Equities, Risk Management, Credit Risk, Derivatives, Collateral Management, Trading, FX Options, Financial Risk, Hedge Funds, Portfolio Management, Valuation, Market Risk, Asset Management, Financial Markets, Quantitative Analytics, Architecture, Dodd-Frank, Market Risk Management, Optimizations, Margin Management, New Product Development, OTC-CCP
Education
Columbia University 1997 — 1998
MBA
Polytechnic University (NYU) 1976 — 1980
MS, Engineering
Polytechnic University (NYU) 1976 — 1980
BS, Engineering
RBC Capital Markets 2015 - Present
Knewton 2014 - 2015
Training the Street 2006 - 2014
BrainGig 2009 - 2012
Lazard 2002 - 2005
Goldman Sachs 1996 - 1999
Skills
Equity Research, Research, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Excel, Capital Markets, Finance, Mergers & Acquisitions, Strategy, Equities, Corporate Finance, Investments
Education
Stuyvesant HS
Columbia Business School
MBA, Finance
Georgetown University
BS in Bus. Admin, Finance, International Business
London School of Economics
Miami International Holdings October 2009 - Present
RBC Capital Markets May 2009 - October 2009
UBS Investment Bank January 2006 - May 2009
UBS Investment Bank November 2002 - January 2006
Credit Suisse First Boston November 1993 - November 2002
NEC Systems Laboratories February 1992 - November 1993
Salomon Brothers March 1991 - February 1992
AT&T June 1985 - February 1991
Skills
Low Latency, Unix, Electronic Trading, Trading Systems, Software Development, Equities, Options, Market Data, Fixed Income, Investment Banking, Perl, Network Administration, Credit Derivatives, Financial Markets, Equity Derivatives, Securities, Equity Trading, Financial Risk, Trading, Derivatives, C++, Sybase, Capital Markets, Hedging, Interest Rate..., Hedge Funds, Agile Methodologies, Proprietary Trading, Risk Management, Bloomberg, FX Options, Java, Exchange Connectivity, Prime Brokerage, Trading Strategies
Education
Columbia University in the City of New York 1986 — 1987
MS
Yale University 1981 — 1985
BS
MetLife Alternative Investments 2013 - Present
SunTrust Robinson Humphrey 2012 - 2013
Kingsland Capital Management 2008 - 2011
RBC Capital Markets 2003 - 2008
Skills
Middle Market, Mezzanine, Private Debt, Direct Lending, Leveraged Lending, Investment Management, Credit Research, High Yield, Leveraged Loans, Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, Corporate Finance
Education
Columbia University - Columbia Business School
MBA
McGill University - Desautels Faculty of Management
BCom
Lab49 June 2010 - July 2011
RBC Capital Markets 2008 - 2010
Visual Trading Systems February 2005 - May 2007
Capital Market Services 2004 - 2007
Visual Trading Systems February 2004 - February 2005
Education
Columbia University in the City of New York 2000 — 2004
Gates of Gade Capital, LLC September 2013 - Present
Olivia Knox Inc. 2013 - Present
RBC Capital Markets 2012 - 2013
Venture Capital & Private Equity 2011 - 2012
J.P. Morgan June 2011 - August 2011
Blackhawk Network 2008 - 2010
HSBC 2007 - 2008
International Finance Corporation May 2006 - August 2006
Avis Budget Group January 2005 - May 2006
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Columbia University in the City of New York 2005 — 2007
MA
RBC Capital Markets August 2014 - Present
RBC Capital Markets November 2011 - August 2014
Morgan Stanley July 2007 - November 2011
Millennium Information Technologies 2004 - 2006
Skills
Capital Markets, Financial Modeling, Valuation, Derivatives, Equities, Investment Banking, Trading, Financial Analysis, Fixed Income, .NET, Business Analysis, Bloomberg, SDLC, Telecommunications, Java
Education
Columbia University in the City of New York 2006 — 2007
MSFE - Master in Financial Engineering
University of Moratuwa 2000 — 2004
BSc, Computer Science and Engineering
Hartford Investment Management Company (HIMCO) March 2011 - Present
RBC Capital Markets 2001 - 2011
Bear Stearns 1997 - 2001
Skills
Market Risk, Fixed Income, Derivatives, Equities, Trading, Equity Derivatives, Risk Management, Hedge Funds, Capital Markets
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Pico Quantitative Trading December 2012 - Present
RBC Capital Markets November 2009 - December 2012
Merrill Lynch June 2002 - November 2009
Instinet 2000 - 2002
Bell Labs/AT&T Labs 1993 - 2000
AT&T May 1988 - June 1993
Skills
Trading Systems, Electronic Trading, Equities, Market Data, Equity Trading, Capital Markets, Derivatives, Low Latency, SDLC, Options, Portfolio Management, Strategy, Equity Derivatives, Middle Office, Commodity, Prime Brokerage, FINRA, Trading
Education
Columbia University in the City of New York 1996 — 1996
None
Monmouth University 1990 — 1994
MBA
The College of New Jersey
BS
Jackson Memorial HS
The Estée Lauder Companies Inc. September 2014 - Present
The Estée Lauder Companies Inc. June 2013 - August 2013
RBC Capital Markets January 2010 - May 2012
Compass Advisers LLP August 2007 - January 2010
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University 2003 — 2007
AB, History of Art and Architecture
London School of Economics and Political Science 2005 — 2005
Study Abroad (Summer 2005), Accounting
RBC Capital Markets January 2013 - Present
RBC Capital Markets August 2010 - Present
Braver Stern August 2009 - August 2010
UBS Investment Bank August 2006 - June 2009
KPMG LLP 2005 - 2006
Skills
MBS, Capital Markets, Fixed Income, Valuation, Financial Modeling, Structured Products, Derivatives, Investment Banking, Structured Finance, Securitization, Hedge Funds, Equities, Bloomberg, Financial Analysis, Financial Structuring, ABS, Due Diligence, Corporate Finance, Securities, Asset Managment
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
RBC Capital Markets April 2011 - Present
Education
Columbia Business School 1979 — 1981
MBA
Columbia University School of Law 1978 — 1979
LLM.
Citi May 2011 - Present
Mizuho Securities USA Inc. February 2011 - May 2011
RBC Capital Markets November 2009 - February 2011
Citi Alternative Investments May 2004 - November 2009
Keane Inc April 1999 - April 2004
Goldman Sachs 1999 - 2004
NIIT USA September 1997 - March 1999
HCL Technologies (HCL Europe Ltd) October 1994 - August 1997
Skills
Fixed Income, Risk Management, Valuation, SOA, Trading, Business Analysis, Portfolio Management, Financial Markets, Bloomberg, Financial Services, Business Intelligence, Data Warehousing, IT Strategy, Asset Management, Capital Markets, Equities, Investments
Education
Columbia University in the City of New York
MS, Technology Management
University of Calcutta
MBA, Systems Management & Operations Research
University of Calcutta
B.Sc, Physics
Calcutta Boys School
RBC Capital Markets March 2015 - Present
HSBC Securities July 2013 - March 2015
JPMorgan Chase July 2012 - July 2013
Fidessa June 2010 - July 2012
Fidessa July 2007 - May 2010
Far East Service Corp. / c.o. Samsung Svc September 2003 - July 2007
Far East Service Corp. / c.o. Samsung Svc January 2001 - August 2003
Skills
Trading Systems, Electronic Trading, Fidessa, Options, Equity Trading, Windows, Order Management, Sybase, Unix, SQL, TCL, XML, Shell Scripting, HTML, Solaris, Microsoft SQL Server, Testing
Education
Columbia University in the City of New York 2010 — 2011
Executive Masters in Technology Management, Management
Oberlin College 1996 — 2000
Bachelort of Art, Computer Science
FBR August 2011 - Present
RBC Capital Markets July 2005 - December 2010
Bloomingdale's August 1999 - August 2003
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Analysis, Leadership, Negotiation, Project Management, Capital Markets, Private Equity, Corporate Finance, Equities, Due Diligence, Corporate Development, Equity Research, Hedge Funds, Venture Capital, LBO, Fixed Income, Investments, Bloomberg, M&A experience
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Indiana University Bloomington 1995 — 1999
BS, Marketing
Pascack Valley High School 1991 — 1995
Parkwood Corporation May 2011 - April 2012
RBC Capital Markets March 2010 - April 2011
FTN Equity Capital Markets June 2007 - March 2010
CIBC World Markets June 2006 - May 2007
Education
Columbia University in the City of New York 2005 — 2007
MA, Bioinformatics
University of Pittsburgh 1998 — 2002
BS, Bioengineering
RBC Capital Markets January 2012 - Present
RBC Capital Markets March 2008 - January 2012
MagIndustries Corp. July 2007 - March 2008
CIT Business Credit Canada Inc, October 2004 - July 2007
Wachovia Capital Finance May 2003 - October 2004
Cascades May 1999 - May 2003
Skills
Commercial Banking, Accounting, Due Diligence, Credit Risk, Banking, Financial Modeling, Credit, Corporate Finance, Financial Analysis, Financial Reporting, Asset Based Lending, Credit Analysis, Auditing, Internal Controls, Valuation, Private Equity
Education
Certified Management Accountant 2000 — 2002
CMA
Concordia University 1994 — 1999
B.Comm., Accounting
RBC Capital Markets June 2014 - Present
RBC Capital Markets June 2009 - Present
Sanford C. Bernstein May 2008 - August 2008
Lehman Brothers July 2002 - August 2007
Skills
Investment Banking, Talent Acquisition, Recruiting, Financial Modeling, College Recruiting, Valuation, Capital Markets, Equities, Talent Management, Management
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
Emory University 1998 — 2002
BBA, Finance
RBC Capital Markets March 2014 - Present
JPMorgan Chase May 2013 - March 2014
BondDesk Group LLC September 2012 - April 2013
Bank of America Merrill Lynch December 2009 - September 2012
Merrill Lynch May 2006 - December 2009
iVoice Inc. September 2005 - April 2006
Skills
Trading Systems, Electronic Trading, Equities, Trading, Quantitative Finance, ETFs, Fixed Income, Derivatives, Capital Markets, Market Data, Options, Bloomberg, Equity Derivatives, Financial Markets, Investment Banking, Credit Derivatives, Equity Trading, Market Risk, Bonds, Hedge Funds, Risk Management, R, Series 7
Education
Columbia University in the City of New York 2010 — 2012
Master's degree, Math Finance
New York University 2007 — 2009
MS
Rutgers University-New Brunswick 2004 — 2006
BS, Electrical and Computer Engineering
RBC Capital Markets March 2011 - July 2014
RBC 2010 - 2012
RBC 2009 - September 2011
John Molson International MBA Case Competition February 2007 - January 2008
Deloitte Consulting 2008 - 2008
Ericsson April 2004 - May 2007
Skills
Financial Analysis, Microsoft Excel, Management, Investor Relations, Risk Management, Finance, Financial Modeling, Bloomberg, Financial Reporting, Corporate Finance, Investments, Banking, Business Strategy, Valuation, Mergers, Entrepreneurship, Business Analysis, Market Research, Leadership, Capital Markets
Education
Concordia University 2007 — 2008
MBA, Finance
Marianopolis College 1998 — 2000
Vipeline April 2014 - Present
Vipeline April 2013 - April 2014
The Benchmark Company October 2010 - April 2013
RBC Capital Markets March 2007 - June 2010
Prudential Equity Group July 1997 - March 2006
Skills
Asset Management, Alternative Investments, Capital Markets, Equities, Equity Research, Equity Sales, Financial Modeling, Hedge Funds, Equity Valuation, Investments, Management, Portfolio Management, Series 7, Start-ups, Valuation
Education
Columbia Business School 1992 — 1994
Hamilton College 1985 — 1989
W. P. Carey Inc. May 2014 - Present
RBC Capital Markets July 2011 - May 2014
Jordan Edmiston Group May 2010 - July 2010
Citizens Bank September 2007 - July 2009
Capital One July 2004 - August 2007
Education
Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Finance, Real Estate
Trinity College-Hartford 2000 — 2004
Bachelor of Arts (BA), Economics, Formal Organizations
Reddwerks Corporation 2013 - Present
Creekwood Consulting Services 2007 - 2013
Northern Securities 2005 - 2007
First Associates Investments Inc. and Paradigm Capital Inc. 2001 - 2004
RBC Capital Markets 1998 - 2001
Marleau-Lemire 1996 - 1998
Canadian Pacific (Computers and Communications division) 1987 - 1995
Matrox 1985 - 1987
Skills
Business Strategy, Business Analysis, Financial Analysis, Competitive Analysis, Business Advisory, Advisory Boards, Executive Management, Executive Positions, Deal Execution, Board Level, M&A Modeling, M&A analysis, IT Strategy, Environmental Issues, Information Technology, Portfolio Management, Capital Markets, Corporate Development, Corporate Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA, Finance
Concordia University 1982 — 1986
Bachelor of Engineering (B.Eng.), Computer Engineering
RBC Capital Markets July 2007 - Present
Société Générale Corporate and Investment Banking 2001 - 2007
Citigroup 1997 - 2001
Education
Columbia University - Columbia Business School
MBA, finance
Middlebury College
BA, economics
RBC Capital Markets February 2011 - Present
LendKey (formerly Fynanz Inc.) June 2008 - January 2011
Citi June 1987 - June 2008
Skills
ABS, securitization, Start-ups, Bond Markets, Municipal Bonds, Student Loans, Securitization, Credit Risk, Financial Structuring, Finance, Loans, Financial Services, Investments, Structured Finance, Capital Markets, Fixed Income, Financial Modeling, Financial Risk, Valuation, Derivatives, Corporate Finance, Bonds, Portfolio Management, Structured Products, Equities
Education
Fordham Gabelli School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance & Management, Graduated with highest academic honors
Columbia University in the City of New York 1984 — 1987
Bachelor's Degree, Computer Science
Stuyvesant High School 1980 — 1984
RBC Capital Markets April 2011 - June 2015
Cambridge International Securities 2009 - 2011
Lehman Brothers 1999 - 2008
Skills
Capital Markets, Credit Derivatives, High Yield, Derivatives, Bonds, Trading, Hedge Funds, Investment Banking, Structured Products, Series 7, Investments, Structured Finance, Equities, Bloomberg, Securities, Asset Managment, Valuation, Financial Modeling, Portfolio Management, CDS
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), English Language and Literature, General
Phosplatin Therapeutics June 2014 - Present
Alvine Pharmaceuticals Inc October 2011 - January 2013
RBC Capital Markets January 2010 - August 2011
Lehman Brothers / Barclays Capital June 2008 - December 2009
Skills
Business Strategy, Strategy, Investment Banking, Private Equity, Mergers, Financial Modeling, Business Development, Valuation, Corporate Development, Venture Capital, Mergers & Acquisitions
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.S., Biology
Rolland Vincent Associates March 2009 - Present
RBC Capital Markets 2007 - 2009
BDG 2004 - 2006
RBC 1994 - 1996
RBC Royal Bank 1992 - 1994
RBC Royal Bank 1991 - 1992
RBC Royal Bank 1989 - 1991
RBC Royal Bank 1988 - 1989
Skills
Financial Reporting, Finance, Financial Modeling, Financial Analysis, Accounts Payable, Leadership, Forecasting, Project Management, Management, Managerial Finance, Accounting, Portfolio Management, Risk Management
Education
Concordia University
BComm, Accounting - GRADUATED
McGill University
CMA, Cost Accounting - completed course requirements
McGill University
MBA, Finance and Marketing - GRADUATED
RBC Capital Markets 2011 - Present
RBS 2008 - 2011
RBS 2001 - 2008
KBC Bank 2000 - 2001
Scotia Capital 1998 - 2000
Louis Berger International 1995 - 1997
US Peace Corps 1990 - 1993
Skills
Syndications, Investment Banking, Project Finance, Loans, Capital Markets, Leveraged Finance, Finance, Corporate Finance, Structured Finance, Financial Structuring, Valuation, Emerging Markets, Financial Modeling, Fixed Income
Education
Columbia University - School of International and Public Affairs
Williams College
BA, Political Economy
RBC Capital Markets October 2014 - Present
RBC Capital Markets July 2013 - October 2014
Bain Capital Ventures February 2013 - May 2013
RBC Capital Markets June 2012 - August 2012
Goldman Sachs July 2006 - July 2011
Direct Insite 2005 - 2005
Skills
Capital Markets, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Risk Management, Banking, Financial Risk, Venture Capital, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Trading, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
SUNY - Stony Brook 2004 — 2006
MS, Applied Mathematics and Statistics
University of Mumbai 2000 — 2004
Bachelor of Engineering, Electronics Engineering
Perella Weinberg Partners February 2012 - Present
DB Alternative Trading (DB Proprietary Trading) 2008 - February 2012
Deutsche Bank Securities 2004 - 2008
RBC Capital Markets 2000 - 2004
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Stock Picking, Hedge Funds, Financial Analysis, Asset Managment, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of Saint Thomas 1988 — 1992
RBC Capital Markets
Skills
Trading Systems, Business Analysis, Reference Data, Derivatives, Investment Banking, Sybase, Governance, Requirements Gathering, Market Data
Education
Concordia University 1968 — 1975
BCom
RBC Capital Markets June 2011 - Present
Credit Suisse April 2008 - May 2011
AIG Investments June 2005 - April 2008
Skills
Financial Modeling, Financial Analysis, Capital Markets
Education
Columbia University in the City of New York 2001 — 2005
BA, economics
RBC Capital Markets August 2013 - Present
UBS October 2000 - August 2013
UBS Investment Bank October 2000 - August 2013
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
RBC Capital Markets August 2010 - Present
Algon Group January 2009 - August 2010
Caribbean Property Group November 2007 - December 2008
Citigroup July 2005 - November 2007
Skills
Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2001 — 2005
BA, Economics
Genworth Financial Canada September 2007 - Present
Royal Bank of Canada, RBC Capital Markets April 1980 - December 2003
RBC Capital Markets 1980 - 2003
Skills
Capital Markets, Derivatives, Financial Modeling, Options, Credit, Financial Analysis, Financial Risk, Investment Banking, Portfolio Management, Valuation, Mergers & Acquisitions, FX Options, Corporate Finance, Trading, Risk Management, Hedge Funds, Investments, Fixed Income, Banking, FX trading, Financial Markets, Equities, Financial Services, Credit Risk, Currency, Hedging, Relationship Management, Business Strategy, Credit Analysis, Strategic Financial..., Cash Management, Treasury Management, Mutual Funds
Education
Concordia University 1976 — 1980
BComm, Accounting Major Marketing
Goldman Sachs Asset Management December 2010 - Present
Morgan Stanley April 2010 - November 2010
RBC Capital Markets November 2008 - May 2010
Merrill Lynch June 2008 - September 2008
Education
Columbia University in the City of New York 2007 — 2008
Masters, Math in Finance
Lazard Frères & Co. April 2015 - Present
RBC Capital Markets October 2013 - March 2015
Citigroup June 2012 - March 2013
Deutsche Bank June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
UBS September 2009 - December 2009
Manhattan Association of REALTORS June 2009 - July 2009
Coldwell Banker February 2009 - June 2009
Skills
Investment Banking, Economics, Finance, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Equities, Financial Analysis, Mergers & Acquisitions, Capital IQ, Capital Markets, M&A experience, Investments, Asset Management, Fixed Income, Private Equity, Bonds, Hedge Funds, Financial Risk, Due Diligence, Portfolio Management, IPO, Emerging Markets
Education
Columbia University in the City of New York 2009 — 2012
BA, Economics
New York University - Leonard N. Stern School of Business 2008 — 2009
Finance and International Business
RBC Capital Markets December 2012 - Present
Oppenheimer & Co. August 2009 - September 2012
Merrill Lynch August 2005 - February 2009
North End Options Strategies February 2004 - July 2005
Skills
Fixed Income, Interest Rate Risk..., Financial Modeling, Visual Basic, Bloomberg, Series 7, Series 63, Repo trading, Spanish, Trading, Securities Lending, Bonds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Operations Research
Columbia Business School January 2015 - Present
RBC Capital Markets July 2012 - July 2014
RBC Capital Markets July 2009 - June 2012
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Equities, Industry Research, Capital Markets, Bloomberg, Financial Analysis, Corporate Finance, Investments, Mergers, Hedge Funds
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2005 — 2009
B.S., Finance
CME Group August 2012 - Present
Marco Polo Network December 2007 - July 2012
S-Network Global Indexes January 2007 - November 2007
RBC Capital Markets July 1998 - June 2006
Deutsche Bank August 1994 - May 1998
Citibank May 1993 - August 1993
Pratt & Whitney August 1985 - September 1992
Skills
Derivatives, Equities, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Capital Markets, Trading, Series 7, Financial Markets, ETFs, Options, Securities, Investment Banking, Prime Brokerage
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Rutgers University-New Brunswick 1980 — 1984
BSME
Evercore August 2013 - Present
Newsweek and The Daily Beast October 2009 - July 2011
RBC Capital Markets July 2006 - August 2009
Skills
Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
MBA, General
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
ED&F MAN Capital Markets Ltd March 2013 - Present
Societe Generale June 2010 - December 2011
RBC Capital Markets 2008 - 2009
HSBC Securities 2006 - 2007
Credit Suisse First Boston 1996 - 2006
NatWest Bank 1990 - 1996
Irving Securities/ BNY Securities 1987 - 1990
Brown Brothers Harriman 1980 - 1985
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Money and Financial Markets
New York University 1978 — 1982
BA, Journalism
Regis High School 1974 — 1978
Stone Forest Capital May 2015 - Present
Columbia Business School July 2014 - Present
American Capital March 2011 - June 2014
RBC Capital Markets June 2009 - March 2011
Citigroup May 2008 - August 2008
Skills
Investment Banking, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Equities, Emerging Markets, Hedge Funds, Capital Markets, Due Diligence, Finance, Valuation, Risk Management, Financial Modeling, Financial Analysis, Venture Capital, Private Equity, LBO, Corporate Development
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola Marymount University 2005 — 2009
BBA Honors, Finance and Economics
Imperial College London
RBC Capital Markets March 2012 - Present
Morgan Stanley November 2010 - March 2012
Infusion Development September 2009 - October 2010
Morgan Stanley May 2008 - September 2009
Compuware June 2007 - April 2008
Seagull Software February 2005 - May 2007
Shanghai Wind Information Co., Ltd, China July 1998 - May 2003
Skills
XML, WCF, .NET, Microsoft SQL Server, ASP.NET MVC, Silverlight, C#, jQuery, WPF, WinForms, Entity Framework
Education
Concordia University 2005 — 2007
Master, Applied Computer Science
RBC Capital Markets August 2007 - Present
BMO Financial Group July 2006 - August 2007
RBC Financial Group May 2001 - June 2006
Education
Concordia University
Bachelor of Commerce, Accounting
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
RBC Capital Markets June 2013 - Present
Société Générale Corporate & Investment Banking June 2012 - August 2012
Forex Capital Markets (FXCM) June 2011 - May 2012
CoBe Capital, LLC May 2010 - August 2010
Skills
Fixed Income, Visual Basic, Ruby, Ruby on Rails, HTML, CSS, JavaScript, Git, SQL
Education
Columbia University in the City of New York
Bachelor of Arts, Economics
Riverdale Country School
Broadridge Financial Solutions July 2014 - Present
IPPsolar July 2011 - Present
RBC Capital Markets October 2007 - December 2010
Broadridge Financial Solutions June 2007 - October 2007
Lakeview Capital June 2001 - June 2007
Skills
Private Placements, Research, Financial Modeling, Private Equity, Venture Capital, Renewable Energy, Investments, Corporate Finance, Project Finance, Investment Banking, Capital Markets, Energy, Equities, Due Diligence, Portfolio Management
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Colorado Boulder
BS, Finance and Marketing
QVO VADIS Investment Management Inc. November 2010 - Present
RBC Capital Markets November 2004 - February 2010
HSBC Securities Canada 2001 - 2003
Aviva 1999 - 1999
CIBC Insurance 1998 - 1998
AXA Assurances 1998 - 1998
Skills
Capital Markets, Portfolio Management, Investment Management, Financial Engineering, Programming Languages, Automated Trading, Program Trading, ETFs, Equities, Options, Fixed Income, FX Trading, Futures Trading, Structured Products, Hedge Funds, Arbitrage, Investments, Pension Funds, Quantitative Analytics, Trading System, Foreign Exchange, Market Making, Trading, Equity Derivatives
Education
University of Toronto
MMF, Masters of Mathematical Finance
Concordia University
BSc, Specialization Actuarial Mathematics
Vanier College
D.E.C, Pure & Applied Sciences
Royal West Academy
RBC Capital Markets November 2010 - Present
RBC Capital Markets November 2004 - November 2010
Royal Bank of Canada July 2001 - November 2004
HSBC January 1990 - July 2001
Skills
Financial Modeling, Corporate Finance, Banking
Education
Université Laval 1986 — 1989
BAA, Finance
Concordia University 1983 — 1986
Arts & Science, Urban Studies
Auvila Research Consulting December 2013 - Present
RBC Capital Markets October 2004 - March 2011
Blaylock & Partners April 2002 - August 2003
Bear Stearns & Co. September 2000 - October 2001
Bear, Stearns & Co. July 1998 - August 2000
Skills
Financial Modeling, Market Research, Hedge Funds, Valuation, Energy, Equity Research, Capital Markets, Financial Forecasting, Equity Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation, Cash Flow Forecasting, Stock Picking, Estimates, Equity Capital Markets, Capital Markets Analysis, Creative Financing, Structured Commodity..., Structured Finance, Private Equity, Risk Management, Financial Risk..., Commodity Risk..., Risk Assessment, Operational Risk..., Financial Transactions, Transaction Management, Securities Offerings, Securities Market, Commodity Markets, Commodity Pricing, Renewable Energy, Solar Energy, Energy Policy, Renewable Energy Policy, Renewable Energy Markets, Oil & Gas Industry, Offshore Oil & Gas, Oil Analysis, Oil & Gas Exploration, Natural Gas, Gas Turbines, Gas Processing, Energy Transmission, Power Utilities, Electric Power, Electric Transmission, Coal
Education
Columbia Business School 1991 — 1992
MBA, Finance
RBC Capital Markets March 1996 - Present
PaineWebber January 1992 - March 1996
Manufacturers Hanover Securities Corp. September 1986 - January 1992
Skills
Financial Structuring, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
M.B.A., Finance
State University of New York at Albany 1983 — 1986
B.S., Business Administration, Finance, M.I.S.
Mack Real Estate Group June 2015 - Present
Vornado Realty Trust June 2014 - August 2014
RBC Capital Markets August 2011 - May 2013
Skills
Bloomberg, Capital Markets, Commercial Mortgages, Derivatives, Structured Products, Trading Systems, Trepp, Real Estate Transactions
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
RBC Capital Markets October 2013 - Present
RBC Capital Markets January 2013 - August 2013
Fonds Standard Life - HEC Montréal October 2012 - December 2012
HEC Montreal September 2012 - December 2012
DundeeWealth Inc June 2011 - October 2012
Education
Concordia University 2008 — 2011
B.Comm, Finance, Graduated with distinction
HEC Montréal
Tower Research Capital May 2014 - Present
Wells Fargo Securities June 2012 - March 2014
Barclays Capital April 2011 - May 2012
RBC Capital Markets 2009 - 2011
Skills
Electronic Trading, Trading Systems, Program Trading, Equities, Market Data, Derivatives, Capital Markets, Fixed Income, Options, Trading, Equity Trading, Equity Derivatives, Bloomberg, SQL, Series 7, Java, Perl, Linux, High Frequency Trading
Education
Columbia University in the City of New York 2004 — 2008
BS, Electrical Engineering
The Blackstone Group August 2015 - Present
RBC Capital Markets May 2014 - July 2015
BMO Capital Markets July 2012 - May 2014
BMO Capital Markets May 2011 - August 2011
PSP Investments January 2011 - April 2011
Novacap May 2010 - August 2010
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Bloomberg, Valuation, Fixed Income, Equity Research, Corporate Finance, Equities
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BCom), Finance
Dawson College 2006 — 2008
DEC, Pure & Applied Science
Lower Canada College 2001 — 2006
RBC Capital Markets
Skills
Fixed Income, Electronic Trading, Trading Systems
Education
Concordia University 1981 — 1984
Bachelor of Computer Science Honors, Computer Science, Summa Cum Laude
Royal Pigeon Yoga May 2013 - Present
RBC Capital Markets January 2012 - April 2013
RBC Capital Markets November 2009 - December 2011
RBC Capital Markets July 2007 - October 2009
Skills
Financial Analysis, Project Management, Research, Microsoft Excel, Microsoft Office, Strategic Planning, Vinyasa, Meditation, Pranayama, Yoga, Instructor Certified, Cpr Certified, Creative Problem Solving, Versatile Writer, Yoga Instruction
Education
Concordia College-New York 2002 — 2006
Bachelor's degree, English Language and Literature, General
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
RBC Capital Markets November 2014 - Present
TAP Advisors March 2014 - October 2014
Skills
Financial Modeling
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Management Science and Engineering
Cornell University 2008 — 2012
Bachelor's Degree, Biological Engineering