RBC Capital Markets
Industry: Finance service company
DescriptionRBC Capital Markets is a global investment bank providing services in banking, finance and capital markets to corporations, institutional investors, asset managers and governments globally. Locations span 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region. CEO: Doug McGregor (1 Nov 2008–) Number of employees: Over 7,200 Headquarters: Toronto, Canada Rating: A1 / AA- (Moody's / S&P) Traded as: NYSE: RY; TSX: RY Parent organization: Royal Bank of Canada
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4,148 RBC Capital Markets employees in database. Find out everything there's to know about RBC Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Capital Markets Employees
[24]7 May 2015 - Present
Interactive Intelligence November 2013 - April 2015
Five 9, Inc. July 2011 - November 2013
Genesys November 2006 - June 2011
Exigen Group March 2004 - October 2005
RBC Capital Markets February 2000 - September 2002
Frontier Fund Management Company October 1994 - April 1997
Skills
Call Center, BPO, Strategic Partnerships, Outsourcing, Contact Centers, SaaS, Executive Management, Call Centers, CRM, Finance, Business Development, Cloud Computing, Enterprise Software, Mergers & Acquisitions, Telecommunications, Recruiting, Selling, Professional Services, Strategy, Mergers, Product Management, Management, Pre-sales, Cross-functional Team..., Leadership, Business Intelligence, Mobile Devices, Business Analysis, Program Management, Lead Generation, Team-oriented, Business Alliances
Education
University of California, Berkeley, Haas School of Business 1997 — 1999
M.B.A., Finance
Cornell University 1983 — 1987
B.A., Government/Political Science
RBC Capital Markets January 2012 - Present
FBR June 2011 - November 2011
FBR June 2010 - August 2010
Witter Asset Management January 2010 - March 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis
Education
Dartmouth College
Mathematics and Economics
KKR April 2014 - Present
Goldman Sachs August 2011 - April 2014
Goldman Sachs March 2010 - August 2011
RBC Capital Markets June 2009 - March 2010
Skills
Investment Banking, Capital Markets, Valuation, Equities, Financial Modeling, Private Equity, Corporate Finance, Fixed Income, Bloomberg, LBO, Equity Research
Education
Dalhousie University
Bachelor of Engineering (BEng)
Bank of America Merrill Lynch March 2015 - Present
RBC Capital Markets January 2009 - February 2015
DTZ February 2007 - April 2007
Skills
Equities, Finance, Alternative Investments, Bloomberg, Derivatives, Fixed Income, Hedge Funds, Securities, Investments, Capital Markets, Financial Modeling, Equity Research, Options, Securities Lending, Prime Brokerage, Financial Analysis, Portfolio Management
Education
Dalhousie University 2003 — 2008
BComm
CFA Institute
2015 Level II Candidate in the CFA Program
RBC Capital Markets April 2015 - August 2015
RBC Global Asset Management September 2014 - December 2014
RBC Wealth Management - PH&N Investment Counsel January 2014 - April 2014
MCAN Mortgage Corporation May 2013 - August 2013
Paradox Farms Inc. June 2011 - August 2011
Camp Hurontario June 2010 - August 2010
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Interpersonal..., Time Management, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Research, Finance, Tenacious Work Ethic, Microsoft Word, PowerPoint
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (B.Com.) Co-op, Finance, General
Neuchatel Junior College, Switzerland 2011 — 2012
Ontario High School Diploma
Satellite Affordable Housing Associates (SAHA) March 2014 - Present
San Francisco Wholesale Produce Market May 2012 - March 2014
Mt. Airy Community Development Corporation June 2009 - June 2010
RBC Capital Markets July 2006 - June 2009
Skills
Real Estate Development, Financial Analysis, Strategic Planning, Financial Modeling, Microsoft Office, Research, Acquisitions, Food Industry, Nonprofits
Education
Cornell University
Bachelor of Arts (B.A.)
University of California, Berkeley, Haas School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Real Estate, Social Entrepreneurship
The Blackstone Group November 2014 - Present
J.P. Morgan April 2013 - October 2014
RBC Capital Markets July 2011 - April 2013
Cedar Street Capital May 2010 - July 2010
Skills
M&A experience, Financial Modeling, Valuation, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Mergers & Acquisitions, Distressed M&A, Leveraged Finance, Restructuring, Distressed Debt, DCF, Investments
Education
Cornell University
Bachelor of Science
RBC Capital Markets May 2015 - September 2015
Byron Capital Markets October 2013 - May 2014
Stifel Nicolaus Canada Inc. September 2012 - September 2013
TD Bank Group October 2011 - September 2012
Skills
Capital Markets, Trading, Equities, Bloomberg, Investment Banking, Financial Analysis, Business Strategy, Real Estate, Real Estate Economics, Investments, Financial Reporting, Business Analysis, Fixed Income, Financial Markets, Hedge Funds, Corporate Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Dalhousie University 2007 — 2011
B.A., Economics and Political Science
Università Commerciale 'Luigi Bocconi' 2006 — 2007
BIEM, International Economics and Management
Fieldstone Insurance Group, LLC January 2014 - Present
Fieldstone Insurance Group, LLC May 2009 - December 2013
RBC Capital Markets May 2008 - April 2009
First New York Securities January 2005 - April 2008
JBT Capital January 2001 - December 2004
SFInteractive 2000 - 2001
Skills
Securities, Equities, Management, Hedge Funds, Bloomberg, Financial Analysis, Alternative Investments, Series 7, Capital Markets, Asset Management
Education
Cornell University 1995 — 1999
BA, economics
RBC Capital Markets June 2014 - August 2014
Alcentra NY, LLC May 2013 - August 2013
Vrotels May 2013 - August 2013
Skills
Data Analysis, Teamwork, Potatoes, Banking, Valuation, MySpace, Business Development, Financial Modeling, Corporate Finance, PowerPoint, Research, Social Media, Microsoft Word, Management, Microsoft Excel, Leadership, Public Speaking
Education
Cornell University 2013 — 2015
Applied Economics and Management
Penn State University 2011 — 2013
Finance and Economics
Scarsdale Senior High School 2007 — 2011
RBC Capital Markets 2013 - Present
UBS Investment Bank 2007 - 2013
RBC Capital Markets 2006 - 2007
Deccan Value Advisors 2005 - 2005
CD Adapco group 2001 - 2004
Skills
Deal Structuring, Investment Banking, Competitive Analysis, Valuation, Project Management, Cross-functional Team..., Business Development, DCF, Negotiation, Business Strategy, Financial Modeling, Mergers & Acquisitions, Strategy, Capital Markets, Treasury Services, Business Acquisition..., Due Diligence, Client Development, Team Building, Technology, Equities, Analysis, Financial Markets, Corporate Finance, Corporate Development, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA, Finance
Mississippi State University 1999 — 2001
M.S, Computational Engineering
IIT Bombay 1994 — 1998
B.Tech, Aerospace Engineering
Black Oak Capital Partners 2009 - Present
Seare Marriott & Co. 2006 - 2009
RBC Capital Markets 2003 - 2006
Skills
Private Equity, M&A Advisory Services, Business Valuation
Education
Cornell University 2000 — 2002
BS, Applied Economics and Management
Utah Valley State College 1998 — 2000
Associate's degree, General Studies
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch July 2012 - October 2014
Merrill Lynch June 2011 - August 2011
John Molson Investment Society May 2009 - May 2011
Healthcare of Ontario Pension Plan May 2010 - August 2010
JMIS-FISA May 2009 - March 2010
RBC Capital Markets May 2009 - August 2009
Normandy Hill Capital 2008 - 2008
Skills
Capital Markets, Derivatives, Investments, High Yield, Bloomberg, Financial Modeling, Equity Research, Valuation, Equities, Financial Analysis, Bloomberg Terminal, Corporate Finance, Investment Banking, Equity Valuation, Distressed Debt, Covenants, Mergers & Acquisitions, CDS, Fixed Income Analysis, Fixed Income Portfolio..., REIT, Hedge Funds, Alternative Investments, Capital IQ, Asset Management, Microsoft Excel, Private Equity
Education
Concordia University 2007 — 2012
Bachelor's of Commerce -, Finance, With Distinction - Valedictorian
Munivestor January 2015 - Present
RBC Capital Markets July 2012 - December 2014
Dartmouth College August 2011 - June 2012
National Bureau of Economic Research January 2012 - March 2012
Skills
Capital Markets, Investment Banking, Microsoft Excel, Fixed Income, Financial Modeling, Data Analysis, Economics, PowerPoint, Research, Financial Analysis, Valuation, Bloomberg, Corporate Finance
Education
Dartmouth College 2008 — 2012
Bachelor's degree, Economics
Bay Shore High School 2004 — 2008
Constellation April 2015 - Present
Mirens Inc November 2014 - March 2015
Environics Analytics September 2013 - February 2015
ZS Associates July 2012 - August 2013
Global Intelligence Alliance February 2008 - February 2009
RBC Capital Markets May 2007 - February 2008
Skills
Analytics, Management Consulting, Microsoft Excel, Business Analytics, Operations Research, Simulations, Programming, Financial Analysis, Data Analysis, Time Series Analysis, Market Research, Business Strategy, Financial Modeling, Project Management, Business Intelligence, Corporate Finance, Financial Engineering, Data Mining, Econometrics, Artificial Intelligence, Algorithms, Statistical Modeling, Statistical Data..., Optimization, Databases, Access, PowerPoint, Design Thinking, Problem Solving
Education
Cornell University 2011 — 2012
Master of Engineering (MEng), Operations Research & Information Engineering
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2012
Immersion Program, Semester in Strategic Operations
University of Toronto 2009 — 2011
Non-Degree, Mathematical Applications in Economics and Finance
University of Toronto 2004 — 2008
Bachelor of Commerce (BCom), Economics (Commerce and Finance)
MacKenzie Ray Heron & Edwardh June 2013 - Present
MacKenzie Ray Heron & Edwardh - The Marsh Report March 2012 - May 2013
York University October 2010 - May 2011
Guotai Junan Securities Co., Ltd May 2008 - August 2008
RBC Capital Markets September 2006 - December 2006
Canadian Tire January 2006 - April 2006
Deloitte China May 2005 - August 2005
Skills
Valuation, Commercial Real Estate..., Market Analysis, Real Estate Economics, Investment Properties, Due Diligence
Education
The University of British Columbia / UBC 2010 — 2013
Post-Graduate Certificate in Real Property Valuations, Commercial Real Estate Appraisal
Dalhousie University
B.COMM COOP, Finance/Marketing
Bayview Secondary
Mathematics and Sciences
The Lyme Timber Company January 2015 - February 2015
RBC Capital Markets June 2014 - August 2014
JPMorgan Chase July 2007 - June 2013
JPMorgan Chase June 2006 - August 2006
Northwestern University June 2005 - August 2005
Skills
Quantitative Research, Equity Research Analysis, Investments, Python, Options, Financial Modeling, Financial Services, Finance, VBA, Financial Forecasting, Corporate Finance, Web Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2004 — 2007
B.S
Tulane University 2003 — 2004
New Trier High School 1999 — 2003
National Bank Financial November 2012 - Present
Domtar November 2011 - November 2012
RBC Capital Markets March 2004 - November 2011
Merrill Lynch June 1998 - November 2002
Skills
Corporate Finance, Mergers, Corporate Development, Mergers & Acquisitions, Investments, LBO, Financial Structuring, Financial Modeling, Investment Banking, Strategy, Finance, IPO, Equities, Capital Markets, Business Development
Education
Wharton Business School 2001 — 2001
Executive Education Program, Finance & Strategy
CFA 1999 — 2001
CFA
HEC Montreal 1995 — 1998
B.A.A., Finance
Copenhagen Business School 1996 — 1996
International Management & Economics
The Guardian Life Insurance Company of America January 2012 - Present
RBC Capital Markets January 2011 - November 2011
Royal Bank of Scotland April 2010 - January 2011
Cantor Fitzgerald April 2009 - April 2010
Banc of America Securities May 2008 - January 2009
Banc of America Securities December 2005 - January 2009
Prudential Equity Group March 2004 - December 2005
Skills
Investments, Insurance, Buy-side, Sell Side, Fixed Income, REIT, Capital Markets, Bloomberg, Financial Modeling, Equities, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Equity Research
Education
Cornell University 1998 — 2002
BS, Mechanical engineering
Griffin Financial Group August 2012 - Present
RBC Capital Markets January 2008 - November 2011
RBC Capital Markets November 2010 - October 2011
RBC Capital Markets June 2009 - October 2010
RBC Capital Markets January 2005 - December 2007
RBC Capital Markets June 2000 - December 2004
Advest, Inc. June 1998 - June 2000
Banknorth Group June 1990 - July 1996
Skills
Series 7, Series 63, Financial Institutions, Financial Modeling, Company Acquisitions, Equity Capital Markets, Bank Mergers, Mergers, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Investments, Finance, Banking, Investment Management, Valuation, Credit, Capital Markets, Strategy, Corporate Development, Acquisitions, Hedge Funds, Corporate Finance, Private Equity, Investment Banking, Securities, Bloomberg, Private Placements, Structured Finance, Financial Structuring, LBO, IPO, Equity Research, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Business
University of Vermont 1986 — 1990
B.S., Business Administration
ELRH Investments January 2015 - Present
Landmark Residential January 2013 - January 2015
Liberty Medical Supply April 2010 - December 2012
Woolbright Development April 2005 - September 2009
RBC Capital Markets January 2004 - April 2005
National Grid August 1999 - September 2003
Credit Suisse First Boston July 1998 - July 1999
JP Morgan Chase July 1996 - June 1998
Thomson Reuters July 1993 - June 1996
Skills
Market Research, Due Diligence, Real Estate, Mergers, Valuation, Risk Management, Financial Analysis, Financial Modeling, Business Planning, Asset Management, Business Analysis, Programming, Data Analysis
Education
Cornell University 1992 — 1993
MENG, Operations Research & Industrial Engineering
Cornell University 1988 — 1992
B.S., OR&IE
Barclays Capital August 2011 - Present
Barclays Capital May 2010 - August 2010
RBC Capital Markets October 2008 - July 2009
Deutsche Bank December 2007 - July 2008
M&A Strategy Consulting - Private practice January 2007 - November 2007
CIBC Mellon September 2005 - September 2006
Skills
Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Derivatives, Structured Finance, Financial Structuring, Swaps, Financial Modeling, Microsoft Excel, Financial Advisory, Manage Client..., Asset Backed Financing, Fixed Income, Intex, Portfolio Management, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Finance
University of Windsor 2001 — 2005
BBA, Finance & Statistics
CFA Institute
CFA, Finance
Well.ca July 2015 - Present
IBM Global Services October 2000 - March 2012
RBC November 1998 - October 2000
RBC Capital Markets July 1995 - November 1998
Canada Trust July 1992 - July 1995
Skills
Leadership, Testing, Customer Service, IT Service Management, Requirements Analysis, Business Strategy, Active Directory, Team Leadership, Team Building, Strategic Planning, Sales, Network Administration
Education
Conestoga College 2013 — 2014
Network Administration Systems Engineering
University of Guelph 1991 — 1995
BA, Political Studies, History
RBC Capital Markets July 2014 - Present
RBC Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Economics, Equities, Capital Markets, Bloomberg Terminal, Investment Banking, Microsoft Excel, Capital IQ, Data Analysis, PowerPoint, Hedge Funds, Microsoft Office, Investments, Stata, Asset Management, Microsoft Word, Econometrics, Research, Finance, Corporate Finance
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics & Management
Atlas Consulting Group November 2014 - Present
Financial Management Group of Cornell (FMGC) September 2013 - Present
RBC Capital Markets June 2015 - August 2015
Mutual Investment Club of Cornell January 2014 - February 2015
AJC: Global Jewish Advocacy June 2014 - August 2014
Remax July 2013 - August 2013
Casa Esperanza July 2012 - August 2012
US Department of Homeland Security July 2011 - August 2011
Skills
AutoCAD, Engineering, Windows, PowerPoint, Surveying, CAD, Teamwork, Customer Service, Structural Analysis, Photoshop, Civil Engineering, Matlab, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, English, Research, Spanish, Team Leadership, Leadership, Team Building, Customer Retention, Customer Acquisition, Customer Engagement, Marketing Communications, Finance, Investments, Financial Modeling, Data Analysis, Management, Analysis, Fundraising
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Industrial and Labor Relations, Business Minor
Golda Och Academy 2006 — 2012
Highschool Degree
RBC Capital Markets 2014 - Present
Barclays 2012 - 2014
Skills
Investment Banking, Leveraged Finance, Financial Analysis
Education
University of Virginia Darden School of Business 2010 — 2012
MBA, Finance
Tulane University Law School 2004 — 2007
JD, magna cum laude
Cornell University 2000 — 2004
BA, cum laude, with distinction in all subjects
King's College London 2003 — 2003
Study Abroad
Germantown Academy 1987 — 2000
RBC Capital Markets July 2013 - Present
JP Morgan June 2010 - June 2013
Towers Watson June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Credit, Leveraged Finance
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Quantigic® Solutions LLC June 2008 - Present
Free University of Tbilisi July 2014 - Present
University of Connecticut January 2013 - May 2013
Phynance Consulting January 2003 - April 2012
Revere Data, LLC June 2008 - August 2009
WorldQuant LLC January 2007 - January 2008
RBC Capital Markets March 2002 - January 2007
Stony Brook University September 1999 - December 2002
Rutgers University February 2002 - March 2002
ATD October 2001 - March 2002
Skills
● Math: Pure and..., ● Math: Linear algebra,..., ● Math: Partial..., ● Problem Solving:..., Quantitative Finance, Statistical Arbitrage, Quantitative Analytics, Equities, Portfolio Management, Fixed Income, Risk Management, Trading, R, Derivatives, Portfolio Optimization, Index Arbitrage, Derivatives Pricing, Ex-Series 3/7/24/55/63, Perl, C/C++, R, S-Plus, Mathematica, Unix/Linux, Windows, Financial Data, New Sales Generation, Contract Negotiation, Closing Contracts, Drafting Contracts, Pure and Applied Math, Numerical Algorithms, Linear Algebra, Probability, Statistics, Partial Differential..., Approximation Methods, Path Integral, Complex Problem Solving, Numerical Analysis, Electronic Trading, Financial Markets, Financial Risk, Trading Strategies, Equity Trading, Hedge Funds, FX Options, Quantum Field Theory, Public Speaking, Management, Higher Education, Multilingual, Theoretical Physics, Leadership
Education
Cornell University 1991 — 1996
Doctor of Philosophy (Ph.D.), Theoretical Physics
Workday December 2014 - Present
Apple April 2014 - December 2014
Apple June 2013 - April 2014
RBC Capital Markets August 2011 - May 2013
General Electric - Aviation June 2010 - August 2010
Skills
Matlab, Microsoft Office, VBA, Solidworks, Inventor, KeyCreator, ANSYS, Statistics, Java, SolidWorks, Mathematica, Data Analysis, Minitab
Education
Cornell University 2007 — 2011
Bachelor of Science, Mechanical & Aerospace Engineering
LinkedIn January 2015 - Present
LinkedIn May 2013 - January 2015
LinkedIn March 2010 - May 2013
Twist Image November 2008 - September 2009
Young & Rubicam Brands July 2006 - November 2008
Microsoft 2005 - June 2006
Skapinker & Shapiro LLP Barristers & Solicitors January 2003 - January 2004
RBC Capital Markets 2003 - 2004
Skills
Interactive Advertising, Interactive Marketing, Marketing Operations, Online Marketing, Online Advertising, Advertising, Marketing Strategy, Marketing Communications, Web Analytics, Client Relationship..., Campaign Management, Account Management, Email Marketing, Analytics, Digital Marketing, SEM, Integrated Marketing, Digital Strategy, PPC, B2B Marketing, Google Analytics, Lead Generation, Social Media Marketing, Direct Marketing, CRM, Brand Development, Digital Media, Awesomeness, Marketing, Strategy, Google Adwords, Marketing Automation, Web Marketing, Project Managment, Customer Acquisition, Programmatic buying, Programmatic Selling, Interactive Marketing..., Search Advertising, Product Marketing, Website Strategy, Website Development, Online Operations, Facebook Advertising, Mobile Marketing, Microsoft Office, Event Marketing, Ad Exchanges, Operations Management, DSP
Education
Dalhousie University 2001 — 2005
BCOMM
Canadian Marketing Association
E-Marketing
York Mills CI
Charles River Bank May 2013 - Present
Middlesex Savings Bank April 2010 - May 2013
BMO Bank of Montreal Financial Group December 2003 - June 2004
RBC Capital Markets January 1998 - December 2002
RBC April 1988 - January 1998
Skills
Business Development, Networking, Customer Service, Small Business Lending, Financial Analysis, Event Planning, Public Speaking, Marketing Strategy, Coaching, Sales Management, Fundraising, Investments, Leadership, Team Building, Credit, Finance, Small Business, Strategic Planning, Commercial Lending, Talent Management, Commercail Real Estate..., Social Media Strategist, Business Initiatives, Collaborative Team..., Mentoring, Corporate Training, Writing, Personal Financial..., Underwriting, Collections, Commercial Banking, Branch Management, Loans, Banking, Lines Of Credit, Strategic Financial..., Financial Services, Commercial Mortgages, Mergers & Acquisitions, Start-ups, Entrepreneurship, Leadership Development, Retail Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Management, Training, SBA
Education
CSI, Canadian Securities Institute 1998 — 2001
Personal Financial Planner, PFP® Designation (similar to CFP® Certified Financial Planner) -, Investment, Taxation, Risk Management, Estates, Wealth Management, Legal and Ethics
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
Cornell University Graduate School
RBC Capital Markets November 2014 - Present
TMX Group July 2014 - November 2014
RBC Capital Markets May 2012 - July 2014
TD July 2011 - May 2012
ReserveAmerica ( Active Network ) August 2010 - July 2011
NBS Payment Solution May 2006 - August 2010
Huatech September 2001 - March 2005
Vanda Group May 1999 - October 2001
China Construction Bank Corporation Ltd. August 1995 - May 1999
Skills
Tomcat, Spring, Java, JMS, Hibernate, Java Enterprise Edition, SQL, Performance Tuning, Microsoft SQL Server, Linux, Weblogic, UML, Scala, Troubleshooting, C++, OOP, C, Calypso, Multithreaded..., Fixed Income, Derivatives, OSGi, Encryption, XML, JavaScript, Akka, Functional Programming, PKI, SSL, Payment Gateways, J2EE, Web Application Security, WebScarab, SQL Injection, XSS, Socket Programming, Oracle SQL, Financial Markets Risk..., EXCEL VBA, Spring Framework, Solace, Tibco EMS, Sybase, Jenkins, Lambda Calculus
Education
Dalian University of Technology 1991 — 1995
Computer Science
Capital Asset Exchange & Trading, LLC March 2010 - Present
RBC Capital Markets September 2008 - January 2009
JP Morgan May 2008 - August 2008
Skills
Quantitative Finance, Sales, Investment Banking, Financial Modeling, Management, Trading, Start-ups, Business Strategy, Valuation, Product Management, Mergers & Acquisitions, Financial Analysis, Data Analysis
Education
Cornell University 2007 — 2009
Masters, Financial Engineering
University of California, Berkeley 2003 — 2007
BS, BA, Industrial Engineering & Operations Research, Business Administration, & South Asian Studies
RBC Capital Markets March 2012 - Present
Bank of America Merrill Lynch March 2010 - October 2011
Bank of America Merrill Lynch January 2009 - March 2010
Merrill Lynch April 2006 - December 2008
Merrill Lynch January 2001 - March 2006
Merrill Lynch August 1998 - December 2000
General Mills August 1991 - August 1996
Skills
Investment Banking, Equity Capital Markets, Capital Markets, IPO, Asset Management, Initial Public Offerings, Management, Equities, Sales and Trading, Syndication, Secondary Offerings, Block Trading, Real Estate, Managerial Skills, Due Diligence, Private Equity, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (MBA)
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Major with focus on Creative Writing
RBC Capital Markets March 2015 - Present
BMO Capital Markets July 2013 - March 2015
BMO Capital Markets January 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Statement..., Credit, Financial Reporting, Finance, Business Strategy, Capital Markets, Financial Services, Banking, Portfolio Management, Credit Analysis, Credit Risk, Relationship Management, Corporate Finance, Bloomberg
Education
Dalhousie University 2011 — 2013
Master of Business Administration
Dalhousie University 2007 — 2011
Bachelor of Commerce
Transamerica Financial Advisors, Inc. July 2014 - Present
United Healthcare Medicare Solutions October 2010 - Present
Sammons Securities July 2011 - January 2014
H. Beck, Inc. January 2010 - July 2011
Pacific Life August 2007 - October 2009
RBC Capital Markets January 1999 - June 2002
Skills
Investments, Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Risk Management, Retirement, Life Insurance, Fixed Annuities, Equities, Investment Advisory, Disability Insurance, Estate Planning, Medicare Advantage, Medicare Part D, Medicare Prescription..., Licensed Life & Health..., IRAs, Trading, Fixed Income
Education
Creighton University 1994 — 1998
BSBA, Finance, General
RBC Capital Markets April 2015 - Present
RBC Capital Markets July 2012 - March 2015
RBC Capital Markets June 2011 - August 2011
Public Financial Management June 2010 - August 2010
Skills
Quantitative Analytics, Investment Banking, Fixed Income, Transportation, Credit Analysis, Letters of Credit, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, SDC Platinum, DBC, Squash, Long Distance Running, Guitar
Education
Cornell University 2008 — 2012
Bachelor's degree, Communication, General
Citi 2012 - Present
RBC Capital Markets 2006 - 2012
Unilever 2002 - 2004
Unilever 1996 - 2002
Skills
Financial Reporting, SAP, Hyperion Enterprise, Access, Analysis, PeopleSoft, Variance Analysis, Visio, Finance, Accounting, Corporate Finance
Education
Concordia University
B. Computer Sci.
McGill University
C.G.A. / C.P.A. designation
Penn Mutual Asset Management, Inc. June 2014 - Present
RBC Capital Markets July 2012 - May 2014
RBC Capital Markets June 2011 - August 2011
Dudack Research Group, A Division of Midwood Securities March 2010 - June 2010
Long Hills Capital LLC October 2009 - March 2010
Merrill Lynch July 2007 - April 2009
Skills
Bloomberg, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Capital Markets and Asset Management
Gettysburg College 2003 — 2007
BA, Economics, Psychology
RBC Capital Markets June 2010 - Present
Morgan Stanley 2008 - 2009
Stony Brook University 2006 - 2007
Cushman & Wakefield 2001 - 2006
ABN AMRO 1997 - 2001
Guardian Life Insurance 1985 - 1997
Education
Hofstra University 2007 — 2008
PMP Certification, Project Management & Implementation
New York University 1989 — 1990
Diploma, Real Estate / Construction Mgmt.
Cornell University 1980 — 1984
BS, Human Environment Relations
Western Union Financial Services (Canada) July 2015 - Present
BMO Global Asset Management January 2014 - February 2015
NEI Investments November 2008 - January 2014
RBC Capital Markets October 2007 - November 2008
Manulife Financial June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial) June 1999 - September 2005
Manulife Financial June 1997 - June 1999
Manulife Securities May 1994 - June 1996
Manulife Financial June 1989 - June 1994
Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking
Education
Canadian Securities Institute 2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance
Canadian Securities Institute 2002 — 2002
Partners, Directors & Senior Officers
Canadian Securities Institute 1996 — 1996
Canadian Securities Course
Investment Funds Institute of Canada 1994 — 1994
Officers, Partners, Directors
Wilfrid Laurier University 1988 — 1990
MBA
Life Office Management Association 1983 — 1985
FLMI, Insurance
Dalhousie University 1979 — 1983
B.Comm
CAMP Systems International, Inc. October 2014 - Present
Civil Air Patrol, Connecticut Wing May 2014 - Present
Brooks Aviation July 2013 - Present
Igor I Sikorsky Memorial Airport March 2014 - June 2015
Mid Island Air Service / NY Jet June 2014 - December 2014
St. Joseph's College February 2012 - October 2014
St. Joseph's College September 2012 - December 2013
MSC Industrial Supply April 2011 - February 2012
RBC Capital Markets October 2008 - April 2011
Embry-Riddle Aeronautical University January 2007 - September 2008
Skills
FBO, Corporate Aircraft, General Aviation, Commercial Aviation, Airport Management, Management, ITIL, Flight Safety, Active Directory, Change Management, Technical Support, Troubleshooting, Help Desk Support, Process Improvement, Administration, Aviation, Windows, Team Leadership, Visio, Analysis, Servers, Information Technology, Customer Service, SharePoint, Microsoft Office, Business Analysis, Private Pilot, Teamwork, PowerPoint, Team Building, Operating Systems, Public Speaking, Operations Management, Incident Management, Coaching, Outlook, MS Project, Customer Relations, Transportation, Problem Management, Excel, Contract Negotiation, Negotiation, Forecasting, Asphalt Paving, Problem Solving, Word, Budgeting, Mentoring, Documentation
Education
Embry-Riddle Aeronautical University 2015 — 2015
MOOC, Aircraft Accident Investigation
Embry-Riddle Aeronautical University 2007 — 2014
Master's Degree, Management with an emphasis on aviation, 3.61
AAAE/SCC Accreditation/Certification Academy 2013 — 2013
Certified Member C.M., Airport Management
The University of Connecticut 2002 — 2003
Bachelor, General Studies
Corning Community College 1999 — 2001
AAS, Network Technology
Cortland Jr Sr High School 1986 — 1992
Oracle August 2013 - Present
Financial Engines October 2012 - August 2013
RBC Capital Markets May 2012 - October 2012
Citigroup April 2011 - May 2012
Morgan Stanley September 2009 - April 2011
Tek Systems September 2007 - September 2009
Skills
Scrum, Shell Scripting, Java, REST, Distributed Systems, Java Enterprise Edition, Python, Design Patterns, SQL, XML, Software Development, Subversion, Microsoft SQL Server, C, Orchestration, Selenium, UML, JDBC, Spring, Spring Framework, SOAP, EJB, Unix Shell Scripting, XSLT, Weblogic, Git, DB2, Software Engineering, Object Oriented Design
Education
Concordia University 2009 — 2012
Masters in Engineering (done part time while working full time), Software Engineering
Thapar Institute of Engineering and Technology 2004 — 2007
BE, Computer Engineering
Thapar Institute of Engineering and Technology 2001 — 2004
Polytechnic Diploma, Computer Engineering - Hardware aspects
RBC Capital Markets March 2012 - Present
Morgan Stanley March 2007 - January 2012
UBS Investment Bank October 1988 - March 2007
Skills
Healthcare Investment..., Public Finance, Debt, Capital Markets, Investment Banking, Credit Analysis, Bonds, Financial Structuring, Structured Finance, Securitization, Securities, Hedge Funds, Derivatives, Corporate Finance, Equities
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA (with Distinction), Finance
Southern Illinois University, Carbondale 1980 — 1984
Bachelor of Science, Accounting and Finance
Robert W. Baird & Co. July 2015 - Present
RBC Capital Markets May 2014 - August 2014
Ernst & Young July 2010 - July 2013
McGladrey November 2009 - July 2010
Skills
Accounting, Auditing, Financial Reporting, Excel, Financial Accounting, Risk Management, Corporate Finance, Microsoft Excel, Internal Controls, CPA, Financial Services, SEC filings, Financial Modeling, Financial Analysis, US GAAP, Sarbanes-Oxley Act
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Fordham University 2005 — 2009
BS, Accounting
MediaMath January 2015 - Present
Oracle July 2014 - January 2015
Responsys August 2013 - June 2014
Och-Ziff Capital Management September 2012 - August 2013
RBC Capital Markets August 2010 - August 2012
Skills
Equities, Trading, Digital Marketing, Salesforce.com, Investments, Economics, Responsys Interact, Business Development, Italian, Financial Markets, Capital Markets, SaaS, Cloud Marketing, Sales, Social Media, Social Media Marketing, Analytics, Online Advertising, CRM, Lead Generation, Leadership, Marketing, Strategy, Digital Media
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Management of Technology & Operations
Dartmouth College 2006 — 2010
B.A, Economics
Libra Advisors LLC 2011 - Present
National Bank of Canada Financial Inc. 2003 - 2011
RBC Capital Markets 1999 - 2003
RBC Dominion Securities 1996 - 1999
Skills
Hedge Funds, Equities, Equity Research, Fixed Income, Investments, Valuation, Capital Markets, Investment Banking, Asset Managment, Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Due Diligence, Economics, Equity Derivatives, Mutual Funds, Mergers & Acquisitions, Venture Capital, Wealth Management, Finance, Investment Strategies, Financial Markets
Education
Dalhousie University 1992 — 1994
MA, Political Studies (International Relations)
Queen's University 1988 — 1992
BA(Hons), Economics & Political Studies
RBC Capital Markets January 2014 - Present
RBC Capital Markets January 2011 - December 2013
RBC Capital Markets January 2009 - December 2010
RBC Capital Markets January 2006 - December 2008
Ministry of Public Infrastructure Renewal September 2005 - December 2006
Education
Queen's University 2004 — 2005
Masters of Arts, Economics
Dalhousie University 2000 — 2003
Bachelor of Science, Honours Economics
The Australian National University 2002 — 2002
International Exchange Program, Economics
CEILA (Avignon, France) 2001 — 2001
French language program, French
Central 1 Credit Union June 2015 - Present
MGW Advisory November 2014 - June 2015
BMO Financial Group April 2013 - October 2014
BMO Financial Group March 2010 - April 2013
Manulife Financial July 2009 - March 2010
RBC Capital Markets March 2007 - July 2009
eBuilder Solutions August 1999 - March 2007
DMR Consulting 2000 - 2002
IBM Canada May 1988 - January 1999
Skills
Enterprise Architecture, Architecture, Integration, Strategy, Solution Architecture, Business Analysis, Governance, Capital Markets, Credit Risk, Market Risk, Enterprise Software, Architectures, Business Case, Project Management, SDLC, SOA, Management, Portfolio Management, Financial Risk, Leadership, Technology Integration, Project Portfolio..., Business Process, Requirements Gathering, IT Management, PMO, Requirements Analysis, IT Strategy, Risk Management, Vendor Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2015
Master's Degree, Master of Science - Risk Management
University of Toronto - Rotman School of Management 2002 — 2003
Executive MBA, Business
New York Institute of Finance 2009 — 2010
Asset Liability Management (ALM)
Cornell University 2008 — 2009
Certificates, Change Leadership; Executive Leadership; Leading Management Teams
The University of Western Ontario
BSc, Computer Science
Canadian Securities Institute (CSI CSC) 2009 — 2010
CSC Certificate, Canadian Securities Course
Project Management Institute (PMI PMP)
PMP Certificate, Project Management
RBC Capital Markets July 2014 - Present
Education
Cornell University 2010 — 2014
Bachelor’s Degree, Applied Economics & Management
RBC Capital Markets June 2014 - August 2014
Deloitte June 2013 - August 2013
Student Agencies, Inc. October 2011 - December 2012
Education
Cornell University Graduate School 2014 — 2015
Master's Degree, Information Science
Cornell University 2011 — 2014
Bachelor of Science (B.S.), Applied Economics and Management
University of Oxford
Visiting Student, Economics and Management
RBC Capital Markets July 2014 - Present
RBC March 2009 - July 2014
RBC Capital Markets July 2006 - September 2008
RBC February 2005 - June 2006
RBC January 2004 - January 2005
RBC May 2002 - January 2004
RBC Capital Markets 1997 - 1999
Skills
Risk Management, Capital Markets, Credit Risk, Corporate Finance, Auditing, Portfolio Management, Investment Banking, Bank Management, Financial Regulation, Credit Analysis, Accounting, Financial Markets, Financial Risk, Enterprise Risk..., Financial Services, Basel II, Anti Money Laundering, Fixed Income, Equities, Market Risk, Trading, Banking, Operational Risk, Treasury Management, Internal Audit, Mergers & Acquisitions, Loans, Operational Risk...
Education
CFA Institute 1996 — 1999
CFA Charterholder
Insitute of Canadian Bankers 1995 — 1998
FICB, Banking, Corporate, Finance, and Securities Law
Chartered Professional Accountants of Ontario 1989 — 1991
CPA, CGA, Accounting
Concordia University 1986 — 1987
MBA, Finance
HEC Montréal 1980 — 1983
BAA, Marketing
Association of Certified Anti-Money Laundering Specialists 2013 — 2013
CAMS
Institute of Internal Auditors 2012 — 2012
Certification in Risk Management Assurance (CRMA), Internal Audit
RBC Capital Markets April 2013 - Present
Deutsche Bank Securities June 2009 - April 2013
Banc of America Securities January 2005 - January 2009
Skills
Microsoft Office, Start-ups, Financial Modeling, Financial Analysis, Valuation, Private Equity, Investments, Business Strategy, Capital Markets, Business Development, Strategic Planning, Hedge Funds, Asset Management, Investment Banking, Series 63, Corporate Finance
Education
Cornell University 2000 — 2004
BA, Economics, Spanish
Launch CC October 2014 - Present
Peggotty Investment Club September 2014 - Present
RBC Capital Markets June 2015 - August 2015
Palladion Services, LLC July 2014 - August 2014
Hollister Co. May 2013 - August 2013
Skills
Facebook, Social Networking, Sales, Retail, Merchandising, Customer Service, Social Media, Teamwork, Microsoft Excel, Research, Public Speaking, Visual Merchandising, Cashiering, Store Management, PowerPoint, Market Research, Public Relations, Marketing Strategy, Brand Management, Spanish, Time Management, Leadership, Social Media Marketing, Marketing Communications, Digital Media, Interpersonal Skills
Education
Connecticut College 2012 — 2016
Bachelor's degree, Economics and Psychology
New York University - Leonard N. Stern School of Business 2014 — 2014
Business Essentials Program
Northern Highlands Regional High School 2008 — 2012
High School Diploma
RBC Capital Markets August 2014 - Present
Cantor Fitzgerald October 2013 - August 2014
Raymond James Financial Inc. June 2012 - August 2012
Tiberend Strategic Advisors, Inc. June 2011 - August 2011
Winthrop-University Hospital June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Economics, Financial Analysis, Investment Banking, Capital Markets, Microsoft Excel, PowerPoint, Equities, Fixed Income
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Applied Economics and Management
Syosset
RBC Capital Markets April 2015 - Present
Brean Capital, LLC July 2014 - Present
RBS Markets & International Banking June 2013 - August 2013
UBS Investment Bank June 2012 - July 2012
JTV Distributors June 2010 - August 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Due Diligence, Verbal Behavior, Trading, Bonds, Public Speaking, Communication
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication and Media Studies, Minor in Business
RBC Capital Markets July 2015 - Present
Westside Community Schools August 2013 - July 2015
Westside Community Schools May 2011 - August 2013
Westside Community Schools September 2010 - May 2011
Creighton University Campus Recreation September 2010 - January 2011
Creighton University Campus Recreation September 2009 - September 2010
Lowe's Home Improvement April 2009 - September 2009
Skills
Microsoft Office, Cost Accounting, Microsoft Excel, Accounting, Budget, Critical Thinking, Cash Management, SunGard eFinancePLUS, Budgets, Payroll, Finance, Auditing, Accounts Payable, Financial Reporting
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (M.B.A.)
Creighton University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
TD Securities, Strategy and Regulatory Reform Transformation February 2013 - Present
RBC Dexia Investor Services December 2011 - February 2013
Macquarie, Banking & Financial Services, North America August 2010 - September 2011
Solutia SDO Ltd. April 2007 - July 2011
Macquarie Private Wealth January 2010 - February 2011
RBC Capital Markets July 2007 - April 2009
Manulife Financial February 2006 - March 2007
RBC Dominion Securities 2002 - 2004
RBC 1998 - 2002
Royal Trust 1994 - 1998
Skills
PMO, Business Change..., Transition Management, Strategic Planning, Cross-functional Team..., Management Consulting, Program Management, Complex Transactions, Team Leadership, Integration, Governance, Change Management, Stakeholder Management, Leadership, Management, Business Process, Strategy, Business Transformation, Project Management, CRM, Project Portfolio..., Business Development, Risk Management, Business Process..., IT Strategy
Education
University of Toronto 2014 — 2015
Risk Management - CRM Designation
Dalhousie University 2000 — 2004
MBA, Business Administration - Financial Services
RBC Capital Markets August 2011 - Present
Royal Bank of Canada 2010 - 2010
CIFG SERVICES June 2007 - June 2009
CIFG June 2007 - June 2008
Goldman Sachs July 2005 - May 2007
Citigroup June 2004 - August 2004
THE BOND MARKET ASSOCIATION (Now SIFMA) June 2003 - August 2003
Skills
Portfolio Management, Bloomberg, Analysis, Credit Analysis, Finance, Trading, Series 7, Capital Markets, Fixed Income, Investment Banking, Cross-functional Team..., Derivatives, Hedge Funds, Investment Management, Equities, Valuation, Corporate Finance, Financial Modeling, Structured Finance, Bonds, Investments, Equity Research
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
NEW YORK UNIVERSITY, Leonard Stern School of BusinessNew 2001 — 2005
Bachelor of Science, Finance
RBC Capital Markets August 2015 - Present
Fannie Mae March 2012 - Present
Fannie Mae September 2009 - April 2012
The Oakleaf Group September 2009 - March 2010
Standard & Poor's December 2007 - September 2009
Systems Planning and Analysis May 2003 - December 2007
Skills
Quantitative Analytics, Monte Carlo Simulation, VBA, SAS, Financial Modeling, Stochastic Processes, Derivatives, Fixed Income, SQL, Interest Rate Risk..., Market Risk, Fixed Income Portfolio..., R, Matlab, Interest Rate...
Education
University of Virginia 2006 — 2007
M. Eng., Systems Engineering
Cornell University 1998 — 2002
B.S., Operations Research and Industrial Engineering
Thomas Jefferson High School for Science and Technology 1994 — 1998
Piper Jaffray July 2013 - Present
Edgeview Partners January 2004 - July 2013
RBC Capital Markets January 2001 - January 2004
Dain Rauscher Wessels June 2000 - January 2001
MAGMA Foundry Technologies, Inc. August 1992 - December 1999
Skills
Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation, Corporate Development, Capital Markets, Mergers, M&A experience, Financial Modeling, Due Diligence, Corporate Finance
Education
The University of Chicago - Booth School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategic Management
The Ohio State University 1990 — 1992
Master's Degree, Mechanical Engineering
Cornell University 1986 — 1990
Bachelor's Degree, Applied and Engineering Physics
Wells Fargo June 2014 - March 2015
Charles Schwab February 2011 - November 2013
Charles Schwab July 2010 - February 2011
Charles Schwab February 2008 - July 2010
RBC Capital Markets October 2006 - May 2007
RBC Royal Bank December 2004 - October 2006
RBC Royal Bank March 2003 - December 2004
RBC Credit Card Products February 2001 - March 2003
Skills
Financial Services, Banking, Relationship Management, Retail Banking, Fixed Income, Risk Management, Product Management, Payments, Vendor Management, Portfolio Management, Strategic Planning, Leadership, Project Management, Product Development, Management, Strategy, Business Planning, Business Process, Customer Experience, Analytics, Executive Management, Credit Cards, Business Strategy, Training, Securities, Marketing Strategy, Cross-functional Team...
Education
Dalhousie University 2004 — 2006
MBA, Financial Services
Institute for Canadian Bankers 1999 — 2001
PBP, Banking
The CIM Group August 2014 - Present
MicroVest Capital Management, LLC June 2012 - July 2014
Osaka Capital Corp. December 2011 - June 2012
RBC Capital Markets November 2009 - October 2011
Skills
Financial Modeling, Valuation, Portfolio Management, Emerging Markets, DCF, Financial Analysis, Macroeconomics, Equity Research, Industry Research, Fundamental Research, Financial Accounting, Equities, Industry Analysis, Comps, Sub-Saharan Africa
Education
Cornell University 2009 — 2010
Master of Engineering, Operations Research and Finance
Thapar Institute of Engineering and Technology 2005 — 2009
Bachelor of Engineering, Mechanical Engineering
RBC Capital Markets July 2012 - Present
Morristown-Beard School July 2006 - July 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2006
Bachelor's degree, Marketing
County College of Morris 2001 — 2003
Associate's degree, Business Administration and Management, General
Johnson Graduate School of Management at Cornell University March 2015 - Present
RBC Capital Markets 2003 - 2014
JPMorgan Chase & Co. 1995 - 2002
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Financial Modeling, Portfolio Management, Investments, Valuation, Leveraged Finance, Financial Structuring, Due Diligence, Structured Finance, Corporate Finance, Finance, Financial Services, Securities Offerings
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
Master of Business Administration (MBA), Finance, General
Dickinson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
RBC Capital Markets July 2010 - May 2015
Belvedere Capital Partners July 2005 - July 2010
Chinasource Investment Partners September 2002 - April 2003
J.P. Morgan August 1999 - June 2002
Chase H&Q 2000 - 2001
Hambrecht & Quist 1999 - 2000
Salomon Smith Barney 1996 - 1996
Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services
Education
Stanford Graduate School of Business 2003 — 2005
MBA, Global Management Program
Stanford University 2003 — 2005
MBA, Global Management Program
Dartmouth College 1995 — 1999
BA, Computer Science & Economics
Torrey Pines High School 1992 — 1995
RBC Capital Markets October 2008 - Present
RBC Capital Markets June 2007 - October 2008
HSH Nordbank October 2004 - June 2007
Credit Agricole CIB August 2000 - October 2004
formerly: DLJDirect, CSFBdirect, Harrisdirect, now presently Etrade Financial 1999 - 2000
Morgan Stanley Smith Barney 1998 - 1999
Marriott International 1997 - 1998
Skills
Negotiations, Credit Analysis, Managing a high..., Public Finance, Lodging, Credit, Loans, Leisure, Real Estate, Hospitality, Contract Negotiation, Non-profits, Leases, Structuring, Structured Finance, Debt, Capital Markets, Real Estate Finance, Financial Structuring, Real Estate Economics, Securitization, Corporate Finance, Asset Management, Negotiation, Portfolio Management, Mortgage Lending
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Cornell University 1993 — 1997
B.S.
Goldman Sachs 2013 - Present
RBC Capital Markets 2010 - 2013
RBC Capital Markets 2009 - 2009
Dinram Co 2007 - 2008
Deloitte Consulting 2006 - 2007
Deloitte Consulting 2004 - 2006
Education
Peking University - Guanghua School of Management 2010 — 2010
MBA
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Cornell University 2000 — 2004
BS
Principal Global Investors June 2013 - Present
Chicago Fundamental Investment Partners March 2007 - November 2012
RBC Capital Markets June 2002 - August 2005
Skills
Equity Research, Hedge Funds, Valuation, Equities, High Yield, Financial Modeling, Fixed Income, Alternative Investments, Bloomberg, Sell Side, Buy-side, Special Situations, Debt Restructuring, Leveraged Finance, Credit Analysis, Legal Documents, Distressed Debt, Distressed M&A, Chapter 11, CCAA, Capital Structure, Covenants, Restructuring, Capital Markets, Long/Short Equity, Event Driven
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, Strategic Mgmt, Accounting
Creighton University 1997 — 2001
Bachelors of Science - Business Administration, Finance, Marketing
Golub Capital August 2015 - Present
RBC Capital Markets January 2012 - August 2015
RBC Capital Markets November 2009 - December 2011
Royal Bank of Scotland November 2006 - November 2009
Glocap Advisors June 2005 - November 2006
Merrill Lynch June 2004 - June 2005
Ford Motor Company June 2003 - June 2004
Cornell University 1999 - 2003
Ford Motor Company June 2002 - August 2002
PricewaterhouseCoopers June 2001 - August 2001
Skills
Capital Markets, Leveraged Finance, Corporate Finance, Financial Modeling, Due Diligence, LBO, Valuation, Financial Structuring, Credit Analysis, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, High Yield, Credit, Banking, Syndications, Equities, Recapitalizations, Project Planning, Business Analysis..., Structured Finance
Education
Cornell University 1999 — 2003
B.A., Government (International Relations)
Toms River High School South 1994 — 1999
SGI September 2014 - Present
SGI May 2013 - Present
Wunderlich Securities October 2010 - April 2013
Morgan Keegan May 2004 - October 2010
RBC Capital Markets 2001 - 2004
Skills
Financial Analysis, Business Analysis, Storage Management, Equity Research, Mergers, Financial Modeling, Venture Capital, High Performance..., Shared Memory, Big Data, Network Security, Start-ups, Mergers & Acquisitions, Valuation, Product Management, Investment Banking, Competitive Analysis, Equities, Cloud Computing, Business Development, Storage
Education
Covenant College 1996 — 1999
Bachelor of Arts, Mathematics
CLSA December 2007 - February 2010
RBC Capital Markets April 2001 - November 2007
Lehman Brothers June 1998 - April 2001
Skills
Acting
Education
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), History
CBMA Independent Advisory Services May 2014 - Present
Pacific Northwest Diabetes Research Institute (PNDRI) October 2011 - Present
SCS Refrigerated Services, LLC March 2008 - May 2014
CBHC Consulting Services LLC August 2007 - January 2009
Agency Trading Group / MJSK Securities April 2006 - August 2007
Pfizer Inc. November 2001 - April 2006
RBC Capital Markets May 1998 - November 2001
Lehman Brothers November 1996 - May 1998
Wessels, Arnold & Henderson, LLC January 1995 - November 1996
Sutro & Co. / Tucker Anthony (now RBC Capital Markets) April 1993 - January 1995
Skills
Operations Management, Sales and Marketing, Strategic Planning, Budgeting and..., Financial Reporting, Key Performance..., Internal Controls, Staff Development, Re-Organization, Debt Modification, Quality Assurance, Merger Integration, Investor Relations, Warehousing and..., Investment Banking, Private Placements, Initial Public Offerings, Convertible and..., Mergers and Acquisitions, Consulting, Biotechnology, Life Sciences, Pharmaceuticals, Cardiovascular Disease, Diabetes, Oncology, Respiratory Disorders, Cosmetic Dermatology, Neurological Disorders, Contract Research..., Dialysis Centers, Acute Care Hospitals, Nursing Homes and..., Infectious Diseases, Pharmacy Benefit..., Institutional Pharmacy, Medical Devices, Molecular Cloning, Lifesciences, Divestitures, Executive Management, Reorganisation, Commercialization, IPO, Acquisition Integration, Corporate Development, Dermatology, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1988 — 1990
MBA, Finance
Washington University in St. Louis 1982 — 1986
BSBA, Biology
Liquidnet Canada 2014 - 2015
CIBC World Markets 2008 - 2013
RBC Capital Markets 1996 - 2008
Skills
Canadian Security..., Capital Markets, Trading, Electronic Trading, Equities, Equity Trading, Bloomberg, Risk Management, Trading Systems, Fixed Income, Portfolio Management, Retail, Equity Derivatives, Investment Banking, Hedge Funds, Derivatives, Market Data, Options, FX Options, Financial Markets, Series 63, Prime Brokerage, Proprietary Trading, Trading Strategies, Equity Research, Securities
Education
Dalhousie University 1992 — 1996
Bachelor's Degree, Commerce Co-op
Curex Group LLC April 2011 - Present
MDCP Fund LLC September 2005 - Present
Curex Group LLC January 2010 - April 2011
Lava Trading / Citigroup April 2006 - February 2010
RBC Capital Markets January 2003 - September 2005
Royal Bank of Canada 1977 - 2005
RBC Capital Markets February 1996 - January 2003
Bank of Montreal 1989 - 1992
Skills
Trading Systems, FX, Hedge Funds, Proprietary Trading, Risk, FX trading, Commodity, Electronic Trading, Options, Trading, Bloomberg, Trading Strategies, Derivatives, Market Data, Financial Markets, Technical Analysis, Currency, Quantitative Analysis, Foreign Exchange, FX Options, Quantitative Analytics, Risk Management, Financial Risk, Capital Markets, Portfolio Management, Securities, Investments, Equities, Mutual Funds, Equity Trading, Fixed Income, Hedging, Market Making, Bonds, Alternative Investments, Traders, Volatility, Emerging Markets, Structured Products, Quantitative Finance, Swaps, Asset Management, Back Office, ETFs, Low Latency, Prime Brokerage, Investment Banking, Banking, Equity Derivatives, Interest Rate...
Education
Dalhousie University
Accounting
Pace University
Economics
RBC Capital Markets 2006 - March 2009
Education
Cornell University 2002 — 2006
Bachelor of Arts, Psychology
Stellus Capital January 2012 - Present
D.E. Shaw & Co., L.P. August 2008 - January 2012
Jefferies Randall & Dewey June 2006 - July 2008
RBC Capital Markets November 2005 - June 2006
Education
Dartmouth College 2001 — 2005
RBC Capital Markets IA AssistantScotiaMcLeod2002 - 2005
Education
Dalhousie University 2002 — 2006
MBA, Finance
South Middlesex Non-Profit Housing Corp October 2004 - Present
RBC Capital Markets 2000 - 2002
IDC 1997 - 2000
Skills
Financial Analysis, Investment Properties, Real Estate, Real Estate Development, Financial Modeling, Equity Research, Investments, Asset Management, Real Estate Economics, Valuation, Finance, Due Diligence, Strategic Planning, Portfolio Management, Property Management, Budgets, Project Management, Real Estate Transactions
Education
D'Amore-McKim School of Business at Northeastern University
MBA
RBC Capital Markets May 2009 - Present
UBS Investment Bank April 1999 - April 2009
Toronto-Dominion Securities 1987 - 1999
Sikorsky Aircraft August 1982 - June 1985
Skills
High Yield Bonds, Leveraged Finance, Capital Markets, Relative Value, Capital Structure, Financial Modeling, Special Situations, Fixed Income, CDS, Bonds, Hedge Funds, Valuation, Credit Derivatives, Bloomberg, Equity Research, Portfolio Management, LBO, Corporate Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1987
MBA, Finance, General
Lehigh University 1981 — 1983
BS, Industrial Engineering
RBC Capital Markets June 2015 - August 2015
Cash America International, Inc June 2013 - July 2014
Cash America International, Inc January 2012 - June 2013
Cash America International, Inc October 2009 - January 2012
The Pinnacle Corporation December 2007 - September 2009
igus GmbH May 2006 - August 2006
Skills
Business Analysis, SDLC, Troubleshooting, SEO, SharePoint, SQL, SQL Server, Microsoft SQL Server, Visio, HTML, C#, VB.NET, Access
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Entrepreneurial Management & E-Business
RBC Capital Markets May 2014 - Present
RBC Capital Markets April 2011 - May 2014
Bank of America Merrill Lynch 2003 - March 2011
UBS 2001 - 2003
Computer Sciences Corporation 1997 - 2001
Skills
Trading Systems, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Trading System, Capital Markets, Financial Markets, Risk Management, Business Analysis, SDLC
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
MBA, Information Technology
Cornell University 1992 — 1996
BS, Chemical Engineering
RBC Capital Markets February 2010 - Present
RBC April 2009 - February 2010
Global Technology & Operations August 2006 - January 2007
Global Technology and Operations May 2003 - July 2006
Global Technology & Operations May 1998 - April 2003
Retail Banking November 1997 - April 1998
Retail Banking May 1994 - March 1997
Skills
Management, Change Management, Strategy, Leadership, Vendor Management, Banking, Risk Management, Business Analysis, Analysis, Process Improvement
Education
Ivey Business School at Western University 2006 — 2008
EMBA, Business
Dalhousie University 1986 — 1990
BA, Political Science
BOF Corp April 2012 - Present
BOF Corp January 2007 - April 2012
RBC Capital Markets 1994 - 2006
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Kemper Securities 1991 - 1994
Fuji Securities 1989 - 1991
Irving Securities 1984 - 1989
A G Becker 1982 - 1984
Skills
Securities, Investments, Retail, Negotiation, Sales, Mergers & Acquisitions, Private Equity, Process Improvement, Contract Negotiation, Business Strategy, Strategy, Financial Analysis, Business Planning, Business Development, Leadership
Education
Dartmouth College 1978 — 1982
BA, Math
Barclays Investment Bank June 2014 - Present
NINA / NRG Energy April 2011 - June 2013
RBC Capital Markets February 2009 - June 2010
Pantera Capital Management LP January 2008 - October 2008
FrontPoint Partners LLC / Morgan Stanley Investment Management August 2005 - December 2007
Skills
Derivatives, Trading, Hedge Funds, Valuation, Financial Modeling, Economics, Equities
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2001 — 2005
BA, Economics
Ticktate February 2015 - Present
Haas School of Business August 2013 - Present
Hitch (acquired by Lyft) June 2014 - August 2014
Traveling Spoon October 2013 - April 2014
Morgan Stanley June 2010 - April 2013
RBC Capital Markets September 2009 - May 2010
MMG Partners July 2008 - September 2009
UBS Investment Bank July 2007 - July 2008
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Bloomberg, Private Equity, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Cornell University 2003 — 2007
BS
Reserve Data LLC June 2014 - Present
Normavis Properties LLC 2005 - Present
NYLIFE Securities LLC October 2013 - December 2014
Langenberg & Co January 2012 - June 2013
Cowen and Company April 2011 - October 2011
RBC Capital Markets January 2010 - November 2010
Qubit Investment LLC April 2009 - March 2010
Credit Suisse LLC June 1986 - December 2008
Skills
Equities, Investments, Trading, Financial Risk, Mutual Funds, Securities, Insurance, Retirement Planning, Management, Risk Management, 401k Rollovers, Licensed Life Insurance..., Basketball Coaching, Financial Services, Fixed Income, Capital Markets, Investment Banking, Options, Proprietary Trading
Education
Dartmouth College 1981 — 1985
Ecomonics
Stuyvesant H.S. 1978 — 1981
RBC Capital Markets 2007 - Present
CIT Business Credit Canada September 2002 - June 2007
Bank of America 1990 - 2000
Education
Dalhousie University 1983 — 1985
MBA, Finance
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
RBC Capital Markets October 2004 - Present
RBC CM December 2002 - October 2004
RBC Capital Markets August 2002 - December 2002
Skills
Capital Markets, ACBS, Business Analysis, Requirements Gathering, Requirements Analysis, Sybase
Education
University of Ottawa 1998 — 2001
M. Science, Systems Science
Concordia University 2000 — 2001
Graduate Diploma, Computer Science
Concordia University 1994 — 1998
B.Comm, Economics
Bank of Tokyo-Mitsubishi UFJ May 2015 - Present
RBC Capital Markets November 2000 - May 2015
Societe Generale 1997 - 1999
RBC 1994 - 1997
Skills
Corporate Finance, Capital Markets, Syndications, Investment Banking, Financial Structuring, Structured Finance, LBO, Leveraged Finance, Private Equity, Fixed Income, Portfolio Management, Credit Analysis, Project Finance, Commercial Banking, Investments
Education
Dalhousie University 1992 — 1994
MBA, Finance, General
The University of Western Ontario - Huron University College 1985 — 1989
Honours, History
Crescent School 1983 — 1985
Bengur Bryan & Co., Inc. March 2014 - Present
Marcum Cronus Partners LLC May 2011 - January 2014
RBC Capital Markets July 2008 - September 2009
Ferris Baker, Watts May 2004 - July 2008
Lehman Bros 2000 - 2002
Alex Brown 1988 - 2000
Kidder Peabody 1984 - 1988
Kidder Peabody 1984 - 1988
Skills
Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Leveraged Finance, Asset Managment, Due Diligence, Investments, Series 7, Divestitures, Debt Restructuring, Mezzanine, IPO, Portfolio Management, Capital Raising, Private Placements, Restructuring, Emerging Markets, Business Valuation, Financial Advisory, Bloomberg, Financial Markets, Securities, M&A experience, Bonds, Asset Management, Equity Research, Investment Management, Equity Capital Markets, Financial Structuring, Start-ups, Project Finance, Structured Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Georgetown University 1972 — 1976
BA, History
RBC Capital Markets June 2015 - Present
Cornell University August 2014 - Present
U.S. House of Representatives Committee on Education and the Workforce April 2013 - August 2014
U.S. House of Representatives Committee on Education and the Workforce April 2011 - March 2013
U.S. House of Representatives October 2010 - March 2011
Microcenter October 2009 - August 2010
Sigma Tau Gamma Fraternity April 2007 - January 2009
Saint Louis University 2007 - 2009
Lambert-St. Louis International Airport June 2008 - August 2008
Sigma Tau Gamma Fraternity January 2007 - April 2007
Skills
Policy, Management, Data Analysis, Strategic Planning, Analysis, Labor Relations, Pensions, Health Insurance, Healthcare, Public Health, OSHA, Immigration Issues, Budgets, Research, Legislative Relations, Access, Political Campaigns, Government, Legislation, Program Management, Policy Analysis, Accounting, Fundraising, Public Policy, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Saint Louis University 2005 — 2009
Bachelor's of Science, Finance, Accounting, and Economics
Saint Louis University-John Cook School of Business 2005 — 2009
Bachelor of Science, Business Administration; Finance, Accounting, ; Economics
Cornell University
Cornell University
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
MarketAxess May 2012 - Present
Santander Investment Securities Inc July 2011 - January 2012
RBC Capital Markets August 2010 - February 2011
Atlas One March 2010 - August 2010
INTL Trading October 2009 - March 2010
G-2 Trading (Formerly RBC Professional Traders Group) January 2009 - August 2009
Lehman Brothers August 2004 - September 2008
Skills
Fixed Income, Emerging Markets, Trading, Proprietary Trading, Credit Derivatives, Credit, Derivatives, Credit Analysis, FX Options, Risk Analysis, Energy, Natural Gas, Equities, Bloomberg, Investments, FX, Conversational Spanish, Oil & Gas Industry, Electronic Trading
Education
Cornell University 2000 — 2004
Bachelors
HighVista Strategies February 2014 - Present
RBC Capital Markets July 2012 - January 2014
J Ganes Consulting, LLC 2010 - 2012
RBC Capital Markets June 2011 - August 2011
General Electric June 2010 - August 2010
FBR Capital Markets 2009 - 2010
Education
Cornell University 2008 — 2012
B.S. Applied Economics and Management, Applied Economics and Management
RBC Capital Markets January 2015 - Present
Guggenheim Partners September 2013 - December 2014
Barclays Investment Bank July 2010 - August 2013
Barclays Investment Bank September 2008 - July 2010
Lehman Brothers January 2007 - September 2008
UBS Investment Bank 2006 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Equities, LBO, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Cornell University 2002 — 2006
Bachelor of Science (BS), Biological Engineering / Applied Economics
Bimbo Bakeries USA July 2015 - Present
Bimbo Bakeries USA March 2014 - Present
Kraft Foods Group August 2011 - January 2014
Johnson & Johnson June 2010 - August 2010
RBC Capital Markets September 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Skills
Bloomberg, Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Emerging Markets, Portfolio Management, Credit Analysis, Investments, Financial Analysis, Asset Managment, Corporate Development, Marketing, Marketing Strategy, Marketing Management, Innovation, Product Innovation
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Marketing
Cornell University 2001 — 2005
Bachelor's degree, Applied Economics and Management
RBC Capital Markets November 2013 - Present
Cormark Securities April 2012 - October 2013
CIBC World Markets April 2010 - April 2012
Education
CFA Institute
Dalhousie University
Commerce, Finance
Leaside High School
RBC Capital Markets June 2014 - Present
Thomson Reuters July 2012 - June 2014
Moody's Analytics October 2010 - June 2012
Skills
VBA, Quantitative Analytics, Structured Finance, Valuation, Time Series Analysis, R, MBS, Financial Risk, Analytics, ABS, Bloomberg Terminal
Education
Gemological Institute of America-New York 2012 — 2012
Accredited Jewelry Professional
Cornell University 2009 — 2010
Master, Operations Research
Peking University
Bachelor, Financial Management, Mathematical Statistics
The Hong Kong University of Science and Technology
Master, Financial Mathematics
Johnson Graduate School of Management at Cornell University July 2014 - Present
Robert W. Baird & Co. June 2015 - August 2015
PwC 2012 - 2014
RBC Capital Markets 2011 - 2012
Eagle Oil & Gas Co. January 2010 - July 2011
Skills
Valuation, Energy Industry, Upstream, Investments, Energy, Financial Analysis, Accounting, Investment Banking, Capital Markets, Finance, Financial Modeling, Portfolio Management, Short Selling, MLPs, Corporate Finance, MLP, Auditing, Due Diligence, Transaction Advisory...
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Investment Banking Immersion
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting, Finance Concentration
Southern Methodist University - Cox School of Business 2008 — 2010
BBA, Finance, Minor History
The University of Texas at Austin 2006 — 2008
Petroleum Engineering
Tesla Motors September 2014 - Present
Solomon Brothers Technologies, LLC July 2013 - Present
Wells Fargo Bank July 2012 - June 2013
Cornell University Emergency Medical Service April 2011 - May 2012
RBC Capital Markets June 2011 - August 2011
Vornado Realty Trust May 2010 - August 2010
Vornado Realty Trust May 2009 - August 2009
Vornado Realty Trust May 2008 - August 2008
Skills
Investment Banking, Capital Markets, Valuation, Commercial Real Estate..., Financial Analysis, Financial Modeling, Asset Managment, Data Analysis, New Business Development, Business Strategy, Due Diligence, Real Estate Lending, Marketing Strategy, Capital IQ, Bloomberg Terminal, Microsoft Office, Windows & Mac operating..., PowerPoint, Microsoft Excel
Education
Cornell University 2008 — 2012
Bachelor's degree, Applied Economics & Management
Cornell University, Charles H. Dyson School of Applied Economics and Management 2008 — 2012
BS, Applied Economics & Management, Specialization: Finance and Minor in Real Estate, Graduated with Honors
CIBC World Markets August 2012 - Present
Societe Generale April 2006 - August 2012
RBC Capital Markets March 1996 - April 2006
Skills
Swaps, FX Hedging, Commodities, Derivatives, Hedging, Trading, Options, Capital Markets, Structured Products, FX Options, Financial Structuring, Trading Strategies, Financial Markets, Commodity Markets, Commodity, Market Risk, Foreign Exchange, Bloomberg, Credit Derivatives, Currency, Investment Banking, Risk Management, Structured Finance, Trading Systems, Electronic Trading, Hedge Funds
Education
McGill University 1993 — 1995
mba, finance
Dalhousie University 1988 — 1992
B. Sc, Math
Deutsche Bank June 2013 - Present
Barclay's Capital August 2009 - June 2013
RBC Capital Markets April 2007 - August 2009
Bank of America April 2006 - April 2007
RBC Capital Markets September 2003 - April 2006
Skills
AML, Fixed Income, Financial Risk, Securities, FINRA, Investment Banking, KYC, Corporate Finance, Trading, Internal Controls, Investments, Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Saint John's University 1999 — 2004
B.A., English, Philosophy
St. Benedict's Prep
Sawtooth Solutions, LLC April 2014 - Present
MKM Partners November 2012 - April 2014
Collins Stewart February 2010 - February 2012
Pali Capital 2004 - 2010
RBC Capital Markets 1997 - 2004
Skills
Hedge Funds, Alternative Investments, Equity Trading, Series 7, Fixed Income, Bloomberg, Capital Markets, Equity Research, Options, Securities, Investment Banking, Series 63, Electronic Trading, Trading, Equity Derivatives
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (BA), Economics, Geography
RBC Capital Markets January 2015 - Present
Barclays June 2012 - January 2015
City Weekend August 2011 - December 2011
Barclays June 2011 - August 2011
Department of Treasury September 2010 - December 2010
New Oriental Education & Technology Group (NYSE:EDU) June 2010 - August 2010
Oakmont Regional High School December 2009 - August 2010
Skills
Research, Economics, Analysis, Data Analysis, Commodities, International Relations, Mandarin, Writing, Stata, Excel, Bloomberg, Publishing, Financial Modeling, Price Forecasting, Photoshop, Teaching, Magazine Writing, VBA, Series 7, Series 63
Education
Cornell University 2008 — 2012
BA, Economics and China & Asia-Pacific Studies
Oakmont Regional High School 2004 — 2008
Valedictorian
Willkie Farr & Gallagher LLP October 2014 - Present
Willkie Farr & Gallagher LLP May 2013 - August 2013
Richmond County District Attorney June 2012 - August 2012
Wagner College May 2010 - May 2011
Pacific Marketing January 2010 - May 2010
RBC Capital Markets May 2007 - August 2007
Education
Cornell Law School 2011 — 2014
JD, Law
Wagner College 2010 — 2011
MS, Accounting
Wagner College 2006 — 2010
BS, Accounting and Finance
RBC Capital Markets April 2011 - Present
Bank of America Merrill Lynch December 2007 - April 2011
Morgan Stanley May 2004 - December 2007
IT Companies September 1993 - June 2001
Skills
Capital Markets, Investment Banking, Enterprise Architecture, Trading Systems, Derivatives, Market Data, Electronic Trading, Equities, Market Risk, Reference Data, Credit Derivatives, Data Modeling, Financial Markets, Sybase, Financial Services, Equity Derivatives, Low Latency, Trading, Fixed Income, Prime Brokerage, FX Options, Options, Interest Rate..., Oracle, Data Architecture, SQL, Informatica, Java, Spring
Education
Dalhousie University 2002 — 2004
Master, Computer Science
Dong Hua University
Bachelor's degree, Computer Science
DBS Bank September 2011 - Present
RBC Capital Markets 2004 - 2010
RBC Capital Markets 2001 - 2004
Royal Bank of Canada 1990 - 2001
BankOne 1989 - 1990
Skills
Capital Markets, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Valuation, Investments, Private Equity, Mergers, Financial Analysis, Risk Management, Banking
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
Concordia University-St. Paul 1986 — 1988
BA, Finance
Scotia Capital May 2011 - Present
RBC Capital Markets March 2010 - May 2011
J.P. Morgan February 2009 - February 2010
UBS Investment Bank August 2005 - February 2009
Skills
Commodity Markets, Trading, Hedging, Natural Gas, Commodity, Derivatives
Education
Dartmouth College 1999 — 2003
BA, Economics
Lord, Abbett & Co. LLC September 2015 - Present
Lord, Abbett & Co. LLC May 2013 - September 2015
RBC Capital Markets June 2012 - August 2012
Investment and Venture Fund of the Republic of Tatarstan June 2011 - August 2011
Cornell Daily Sun September 2010 - June 2011
Skills
Trading, Python, Programming, Residential Mortgages, Fluent in Swedish, Fluent in Russian, Interest Rates, Agency MBS
Education
Cornell University 2008 — 2012
Economics
Hudson Advisors, LLC June 2015 - Present
RBC Capital Markets November 2014 - June 2015
RBC Capital Markets July 2013 - October 2014
RBC Capital Markets June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Skills
Trading
Education
Cornell University 2009 — 2013
BSc, Applied Economics and Management
Oxford University 2012 — 2012
Philosophy, Politics and Economics
RBC Capital Markets May 2015 - Present
Bank of Montreal July 2013 - April 2015
Bank of Montreal February 2010 - March 2011
Skills
Quantitative Finance, Market Risk, SAS, Derivatives, Quantitative Analytics, Statistical Modeling, Mathematical Modeling, R, Data Analysis, Time Series Analysis, Monte Carlo Simulation, VBA, Financial Risk, Analytics, SAS programming, Predictive Modeling, Basel II, SAS Programming
Education
University of Waterloo
Doctor of Philosophy (PhD), Statistics
Concordia University
Master of Science (M.Sc.), Probability
Peking University
Bachelor of Science (B.Sc.), Probability and Statistics
Capit Investment Corp. 2012 - 2013
RBC Capital Markets September 2010 - May 2011
RBC Capital Markets May 2010 - September 2010
Mackenzie Financial January 2007 - January 2009
Skills
Investment Strategies, Mutual Funds, Investments, Financial Modeling, Options, Mergers & Acquisitions, Real Estate, Real Estate Development, Real Estate Investor, Capital Markets, Financial Analysis, Social Media, Finance, Bloomberg, Portfolio Management
Education
York University - Schulich School of Business 2014 — 2016
Masters of Business Administration Candidate, Specialization in Real Estate and Infrastructure
Università Commerciale 'Luigi Bocconi'
Master of Business Administration – Selected for Schulich International Exchange Program
Canadian Securities Institute 2009 — 2010
Canadian Securities Course
Dalhousie University 2005 — 2009
Bachelor of Commerce, Finance
RBC Capital Markets June 2011 - August 2011
Aegis Software Inc. May 2009 - July 2009
Education
Cornell University 2008 — 2012
UCLA
Doctor of Philosophy (Ph.D.), Mathematics
ATRADE/UCL Doctoral Center May 2013 - September 2013
First New York Securities July 2010 - August 2012
RBC Capital Markets November 2009 - May 2010
Skills
C++, Statistical Arbitrage, Electronic Trading, Machine Learning, Algorithm Development, Data Analysis, Statistics, Python, Bash, R, SQL, Options, Commodities, Futures, Options Strategies, Market Making, Quantitative Research, Risk Management, Stochastic Calculus, Swaps, Options Pricing, Java, VBA, Commodity, Trading Systems
Education
University College London, U. of London 2012 — 2013
Master of Science (M.Sc.), Computer Science, Machine Learning, First Class
Cornell University 2009 — 2010
MEng, Operations Research: Financial Engineering
Cornell University 2005 — 2009
BSc, Operations Research and Information Engineering
The Pingry School 2001 — 2005
RBC Capital Markets Technology AnalystBank of America Merrill Lynch2007 - 2009
Skills
Electronic Trading, Trading Systems, Business Analysis, Market Data, Trading, SDLC, Capital Markets
Education
Cornell University 2006 — 2007
Masters, Computer Science
RBC Capital Markets June 2014 - August 2014
INVEX Investment Management May 2013 - July 2013
Standard Chartered Bank June 2008 - April 2013
Republic of Korea Army September 2004 - September 2006
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College 2007 — 2008
Bachelor of Arts (BA)
Dartmouth College 2001 — 2004
Bachelor of Arts (BA)
U.S. Bank April 2014 - July 2014
RBC Capital Markets May 2013 - August 2013
UBS December 2003 - July 2006
Collazo Florentino & Keil LLP September 1995 - December 2003
Education
Cornell Law School 1992 — 1995
Doctor of Law (JD), Law
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
RBC Capital Markets June 2013 - Present
RBCCM January 2012 - May 2013
RBC Capital Markets June 2011 - January 2012
TD Securities April 2009 - June 2011
Education
Cornell University 2001 — 2005
Tilden Park Capital Management February 2015 - Present
RBC Capital Markets August 2009 - January 2015
Education
Cornell University 2005 — 2009
Canisius High School 2001 — 2005
Alpha Financial Markets Consulting April 2015 - Present
Alpha Financial Markets Consulting September 2014 - March 2015
eSecLending August 2011 - September 2014
Metropolitan Boston Housing Partnership July 2009 - August 2011
Chimera Securities May 2008 - November 2008
RBC Capital Markets May 2007 - May 2008
Maxim Group January 2007 - May 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Equities, Securities Lending, Trading, Investment Banking, Financial Modeling, Portfolio Management, Valuation, Mergers & Acquisitions, Financial Risk, Corporate Finance, Finance, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), GPA 3.6
Northeastern University 2002 — 2007
Bachelor of Arts (BA), Political Science and Government