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
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
RBC Capital Markets September 2013 - Present
Bank of Montreal October 2011 - October 2012
UBS Wealth Management January 2008 - February 2011
UBS Investment Bank January 2004 - December 2007
UBS Investment Bank January 2002 - December 2003
UBS Investment Bank March 2000 - December 2001
CITIC Ka Wah Bank April 1997 - February 2000
Skills
PMP, Requirements Analysis, Project Implementation, Deliverables, Banking, Project Plans, Risk, Change Management, Business Analysis, Project Planning, Integration, Business Requirements, Testing, User Acceptance Testing, Change, Analysis, SWIFT, SWIFT payments, Test Planning, SharePoint, PMO, SDLC, Project Delivery, Software Project..., IT Strategy, Vendor Management, Project Portfolio..., Derivatives, Financial Risk
Education
The University of Western Ontario 1994 — 1996
Bachelor of Science, Computer Science
George Brown College 1992 — 1994
Honors Diploma in Business, Information System
RBC Capital Markets October 2014 - Present
SunTrust Robinson Humphrey July 2012 - September 2014
SunTrust Robinson Humphrey June 2011 - August 2011
Morgan Stanley Private Wealth Management June 2007 - July 2010
Marcus & Millichap May 2006 - August 2006
Skills
Leadership, Investment Banking, Valuation, Financial Analysis
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Entreprenuership
Penn State University 2003 — 2007
Bachelor of Science, Management
Fundação Getulio Vargas
MBA
RBC Investor & Treasury Services February 2014 - Present
RBC July 2013 - December 2013
RBC Capital Markets December 2011 - January 2013
CIBC March 2007 - November 2011
TD April 2004 - October 2006
TD February 2001 - March 2004
TD May 1998 - January 2001
Skills
Test Strategy, Test Planning, User Acceptance Testing, Test Cases, Quality Center, Mainframe, Cards, ATMs, Quality Assurance, Regression Testing, Testing, Manual Testing, Test Management, Requirements Gathering, Agile Methodologies, COBOL, Test Execution, Agile Testing, System Integration..., JIRA, Business Requirements, SQL, QTP, Databases, Requirements Analysis, Test Automation, Waterfall, Software Quality..., Defect Tracking, Software Documentation, DB2, Business Process, System Testing, SDLC
Education
George Brown College 1996 — 1998
Programmer Analyst - diploma, Computer Programming
Polytechnic Institute -Craiova Romania 1992 — 1997
Electromechanical Engineer, Engineering
RBC Capital Markets January 2014 - Present
Merrill Lynch April 2001 - December 2009
Dow Jones May 2000 - April 2001
Investcorp September 1996 - May 2000
Education
Fordham University 1999 — 2006
Bachelor’s Degree, Organizational Leadership
RBC Capital Markets July 2014 - Present
TD September 2007 - July 2014
BB&T August 2006 - September 2007
Skills
Credit, Consumer Lending, Loans, Retail Banking, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Credit Analysis, Residential Mortgages, Cross Selling, Loan Origination, Credit Risk, Microsoft Office, Customer Service
Education
Florida International University 2007 — 2011
Bachelor of Science (BS), Broadcast Journalism
Miami Lakes Technical Vocational Center - High School Division 2001 — 2005
Certificate of Completion - Television Production, Radio and Television
RBC Capital Markets June 2014 - August 2014
Celtic Forge LLC 2009 - 2014
Jarden Corporation July 2010 - August 2010
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Microsoft SharePoint, Microsoft Project, Conflict Resolution, Creative Problem Solving, Horse Care, MS Project, SharePoint, PowerPoint, Marketing, Analysis, WRDS, Accretion/dilution, Facebook, Public Speaking, Social Media
Education
Fordham University 2011 — 2015
Finance, General
The Ursuline School 2004 — 2011
RBC Capital Markets June 2015 - Present
Cantor Fitzgerald June 2014 - August 2014
Novantas June 2013 - August 2013
Leed Industries Corp. May 2012 - June 2012
Tannor Capital Management LLC April 2012 - May 2012
Skills
Microsoft Word, Microsoft Office, Research, Microsoft Excel, Bankruptcy, Real Estate Transactions, PowerPoint, Accounts Receivable, Access, Equities, Economics
Education
Georgetown University 2013 — 2016
Finance, General, 3.7/4.0
Spoon University - Georgetown January 2014 - Present
The Next Step Realty October 2013 - Present
RBC Capital Markets June 2015 - August 2015
Private Investment Management Firm May 2014 - August 2014
Private Investment Management Firm May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Media, Facebook, Public Speaking, Photoshop, English, Marketing
Education
Georgetown University 2012 — 2016
Bachelor's Degree, English Language and Literature
Greenwich Academy 2009 — 2012
Greenwich Country Day School 1998 — 2009
Hewlett-Packard June 2015 - Present
RBC Capital Markets August 2014 - May 2015
RBC Capital Markets July 2009 - July 2014
Indian Harbor May 2008 - November 2008
The Island Def Jam Music Group June 2007 - May 2008
Skills
Investor Relations, Strategic Communications, Capital Markets, Stakeholder Management, Crisis Communications, Media Relations, Strategy, Stakeholder Engagement, Communications Planning, Public Relations, Project Management
Education
Fordham University 2004 — 2008
Bachelor's Degree, Economics, 3.7, Magna cum Laude
Syracuse University Center, Madrid 2007 — 2007
Study Abroad, International Economics
The Style Mogul April 2011 - Present
Christy Michaels Lifestyle Solutions Inc. October 2010 - Present
Financial Times May 2009 - October 2010
Danier Leather April 2004 - February 2009
RBC Capital Markets April 2007 - December 2008
Guess? May 2005 - December 2005
Skills
Blogging, Marketing Strategy, Marketing Communications, Social Media, Public Relations, Event Planning, Social Media Marketing, Media Relations, Event Management, Advertising, Social Networking, Customer Service
Education
George Brown College 2007 — 2009
Diploma, Special Event Planning & Tourism
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Communication Studies
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
St. Mildred's Lightbourn School 1999 — 2003
RBC Capital Markets March 2011 - Present
J.P. Morgan July 2008 - March 2011
Castle Meinhold & Stawiarski LLC September 2004 - June 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
Masters of Business Administration
Emory University School of Law 2000 — 2003
Juris Doctor
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts
TD Bank Group August 2014 - Present
TD Bank Group November 2013 - August 2014
TD Bank Group August 2012 - October 2013
TD Securities May 2011 - August 2012
RBC Capital Markets May 2008 - August 2010
Skills
Portfolio Management, Credit, Investments, Financial Analysis
Education
York University - Schulich School of Business 2014 — 2016
Master of Business Administration (MBA)
Gannon University 2007 — 2011
Bachelor of Business Administration (BBA)
RBC Capital Markets June 2012 - Present
RBC Capital Markets August 2011 - May 2012
RBC Dominion Securities November 2008 - July 2011
RBC Dominion Securities April 2004 - November 2008
RBC Dominion Securities January 2001 - April 2004
Corona Jewellers September 1998 - December 2000
Corona Jewellers September 1996 - September 1998
Corona Jewellers May 1993 - September 1996
Corona Jewellers October 1991 - April 1993
Skills
Segregated Funds, Mutual Funds, market data
Education
George Brown College
Computer Studies
Merrill Lynch Wealth Management March 2013 - Present
Sunyata Global Value LLC January 2012 - October 2012
Persistency Capital, LLC December 2004 - December 2011
NYSSA July 2005 - June 2008
RBC Capital Markets September 2000 - December 2004
Skills
Wealth Management, Investment Strategies, Hedge Funds, Private Equity, Risk Management, Alternative Investments, Derivatives, Asset Allocation, Financial Planning, Investments, Portfolio Management
Education
Florida Atlantic University
B.B.A. Marketing, Magna Cum Laude
Calvin Klein April 2012 - Present
RBC Capital Markets June 2009 - April 2012
Guggenheim Museum February 2009 - May 2009
Pro Staff February 2005 - October 2008
Skills
Recruiting
Education
Fashion Institute of Technology 2009 — 2012
Fashion Styling Certificate, Fashion Styling
University of Wisconsin-Madison 2002 — 2004
BS, Consumer Science
BNP Paribas Prime Brokerage Inc. October 2008 - Present
Banc of America Securities, LLC August 2005 - October 2008
RBC Capital Markets January 2003 - August 2005
Morgan Stanley Private Wealth Management 1999 - 2002
Morgan Stanley 1983 - 1999
Skills
Prime Brokerage, Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Series 7, Options, Series 63, FX Options, Alternative Investments, Equity Derivatives, Collateral Management, Financial Services, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 1984 — 1987
Master of Business Administration (MBA), Finance, General
Fordham University 1979 — 1983
BS, Business
RBC Capital Markets May 2012 - October 2014
RBC Capital Markets June 2010 - May 2012
Fordham University EMS November 2010 - April 2012
Skills
Product Control, Microsoft Excel, Problem Solving, Chess, Microsoft Office, Ski, Financial Controlling, Financial Analysis
Education
Fordham University 2008 — 2012
BS, Finance
Femme Fatale Media & Promotions August 2014 - Present
RBC Capital Markets January 2014 - May 2014
Navigo Financial Solutions August 2008 - January 2014
Skills
Customer Service, Residential Homes, Relocation, Referrals, Marketing, Sales
Education
George Brown College
Commercial Dance
Ryerson University
Bachelor of Fine Arts (B.F.A.), Dance
RBC Capital Markets January 2015 - Present
RBC Capital Markets November 2013 - January 2015
RBC Capital Markets May 2013 - November 2013
RBC Investor Services October 2012 - April 2013
Barron Writing Services May 2012 - September 2012
TD Bank Group February 2012 - May 2012
Merge Healthcare December 2010 - December 2011
Elections Ontario March 2010 - November 2010
Running Room January 2006 - March 2010
HP June 2004 - November 2009
Skills
Software Documentation, Technical Writing, Technical Documentation, FrameMaker, Project Management, Business Process, Visio, Content Management, Microsoft Office, ITIL, Online Help, Training, Management, Process Improvement, Manuals, Governance, Technical Communication, SnagIt, Online Help Development, Copy Editing, Business Analysis, Adobe Acrobat, Editing, Change Management, Proposal Writing, Medical Terminology, IT Audit, SharePoint, Troubleshooting, Information Design, Information Mapping, Medical Writing, SAP BI, HTML, Blogging, Web Content, Instructional Design, Information Architecture, E-Learning, Content Editing, Confluence, JIRA, Subversion
Education
George Brown College 2004 — 2006
Health Sciences
George Brown College 1999 — 2002
Certificate, Editing
George Brown College 1998 — 2001
Certificate, Technical Communications
Trent University 1986 — 1991
Honours BA, English Literature
Crestline Investors October 2009 - Present
Northwater Capital Management Inc. May 2005 - September 2009
RBC Capital Markets May 2004 - August 2004
JPMorgan July 1999 - July 2002
Skills
Hedge Funds, Capital Markets, Derivatives, Investment Banking, Valuation, Financial Modeling, Private Equity, Asset Managment, Securities, Portfolio Management, Venture Capital, Due Diligence, Investments, Alternative Investments, Financial Analysis, Equity Research, Equities, Fixed Income, Risk Management, Bloomberg, Asset Management, Asset Allocation, Trading
Education
University of Toronto - Rotman 2003 — 2005
MBA, Finance, Strategy
Franklin & Marshall College 1996 — 1999
BA, Economics, Finance, Math, 3.85
CastleOak Securities, L.P. December 2014 - Present
Piper Jaffray September 2009 - September 2014
RBC Capital Markets February 2008 - May 2009
CIBC World Markets February 2007 - February 2008
FutureTrade Securities 2003 - 2007
Bloomberg Tradebook 2000 - 2003
Bloomberg 1996 - 2003
Morgan Stanley 1993 - 1995
Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal
Education
Florida A&M University 1987 — 2003
Master of Business Administration (MBA), Finance
Florida Agricultural and Mechanical University 1987 — 1993
Business
BMO Capital Markets July 2015 - Present
RBC Capital Markets September 2012 - July 2015
RBC Capital Markets 2009 - November 2012
SAC Capital 2006 - 2009
Skills
Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Derivatives, Investments, Series 7, Corporate Finance, Series 63, Trading, Trading Systems, Portfolio Management, Emerging Markets, Electronic Trading, Financial Analysis
Education
Georgetown University 2002 — 2006
BS:BA
RBC Capital Markets August 2015 - Present
RBC Capital Markets July 2014 - August 2015
Sun Life Financial June 2013 - December 2013
Mitacs Inc. – Inspiring Innovation June 2013 - September 2013
McMaster University September 2012 - December 2012
University of Lethbridge January 2011 - August 2012
Institute for Advanced Studies in Basic Sciences(IASBS) September 2006 - April 2009
Tehran Stock Exchange September 2006 - April 2009
Ferdowsi University of Mashhad 2002 - 2005
Skills
Matlab, Quantitative Finance, Derivatives, Numerical Analysis, R, Quantitative Analytics, Financial Analysis, Applied Mathematics, Statistical Modeling, Mathematical Modeling, LaTeX, Financial Modeling, Algorithms, VBA, Data Analysis, Portfolio Management, Fixed Income, Stochastic Calculus, Research, Credit Risk, Science, Risk Management, Python, Investments, Multivariate Analysis, Investment Strategies, Strategic Financial..., Valuation, Data Mining, Commodity, SAS programming, Microsoft SQL Server, Securitization, C++, Statistics, Market Risk, Capital Markets, Financial Risk, Monte Carlo Simulation, Equities
Education
McMaster University 2012 — 2013
Master's degree, Financial Mathematics
The University of Lethbridge 2010 — 2012
Master's degree, Mathematics, Passed
Institute for Advanced Studies in Basic Sciences(IASBS) 2006 — 2008
Master's degree, Mathematics, Passed
Ferdowsi University of Mashhad 2002 — 2005
Bachelor of Science (BS), Pure Mathematics
Parametric Portfolios December 2014 - Present
Russell Investments September 2013 - December 2014
RBC Capital Markets March 2013 - August 2013
SEO Career Program March 2013 - June 2013
Bureau of Labor Statistics June 2012 - August 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Outlook, Teamwork, Research, Accounting, Finance, Investments, Leadership
Education
Florida International University 2011 — 2013
Bachelor of Arts (B.A.), Economics
Florida International University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate
Florida International University - College of Business Administration 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Xansa December 2004 - July 2005
RBC Capital Markets March 2003 - July 2004
RBC Capital Markets August 2001 - March 2003
RBC Capital Markets May 2001 - August 2001
Westin Hotels & Resorts June 1993 - April 2000
Skills
Personnel Management, Employee Engagement, Employee Relations, Human Resources, HRIS, Employee Benefits, Benefits Administration, Hospitality, Customer Service, Retirement Benefits, Performance Management, Employment-based...
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Diploma, Law Clerk Accelerated Program
George Brown College 1997 — 1999
Diploma, Human Resources
Seneca College of Applied Arts and Technology 1990 — 1993
Diploma, Tourism Industry Administration
It Works! Global January 2014 - Present
Bank of America July 2011 - Present
RBC Capital Markets March 2010 - May 2011
Morgan Stanley Smith Barney June 2007 - March 2010
Morgan Stanley July 2005 - June 2007
Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
RBC Capital Markets March 2004 - Present
RBC Wealth Management March 2004 - Present
RBC Wealth Management 2004 - Present
Citigroup Asset Management September 1994 - February 2005
Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Equities, Fixed Income, Municipalities, Portfolio Management, Securities, Series 7, Derivatives, Hedge Funds, Investment Banking
Education
Fairleigh Dickinson University 1999 — 2002
RBC Capital Markets June 2014 - Present
TD August 2013 - June 2014
Bank of America March 2009 - July 2011
Bank of America January 2008 - March 2009
Bank of America January 2006 - January 2008
Skills
Financial Modeling, Commercial Real Estate, Corporate Real Estate, Financial Reporting, Corporate Finance, Strategic Financial..., Financial Analysis, Valuation, Finance, Equities, Mergers & Acquisitions, Forecasting, Portfolio Management, Strategy, Analysis
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance, Real Estate
Florida International University 2003 — 2005
Bachelor of Arts, Economics
Florida Atlantic University 2001 — 2003
Coral Reef
RBC Capital Markets July 2015 - Present
Piper Jaffray September 2013 - June 2015
Newedge July 2012 - August 2013
Opal Financial Group June 2011 - July 2012
Skills
Hedge Funds, Event Management, Equities, Event Planning, Social Media, Microsoft Excel, Bloomberg, Fixed Income, Investments
Education
Fordham University
BA, History and Economics
Ameriprise Financial Services, Inc. January 2015 - Present
Powerlinx, Inc. June 2014 - August 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch February 2013 - 2013
IEW Construction Group May 2012 - August 2012
Bloomberg LP May 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Microsoft Publisher, Accounting, Investments, Portfolio Management, Trading, PowerPoint, Social Media, Bloomberg, Equities, Analysis, Public Speaking, Social Networking, Bonds, Securities
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration - Finance Concentration
BMO Financial Group March 2010 - Present
RBC Capital Markets November 2002 - March 2010
JPMorgan Chase March 2000 - November 2002
Lehman Brothers October 1997 - March 2000
McDermott Will & Emery September 1995 - October 1997
Sutherland Asbill & Brennan LLP September 1994 - September 1995
Skills
Banking, Fixed Income, Derivatives, Product Management, Financial Services, Sales, Sales Management, Structured Products, Structured Notes, Hedge Funds, Alternative Investments, Financial Markets, Equities
Education
Emory University School of Law 1991 — 1994
Juris Doctor (J.D.), Law
Princeton University 1987 — 1991
Bachelor's Degree, Politics
RBC Capital Markets 2013 - Present
Cignium Technologies 2012 - 2013
Citi 2011 - 2012
Citi 2007 - 2011
Citi 2005 - 2007
V&S ZITO LLC 2000 - 2007
Skills
Agile Methodologies, Scrum, SDLC, Project Management, Program Management, Automotive, Analytics, Microsoft Excel, Governance, Microsoft Office, Microsoft Word, PowerPoint, PMP, Visio
Education
Fairleigh Dickinson University 2002 — 2006
BS, Electrical Engineering
TD February 2014 - Present
RBC Capital Markets January 2011 - February 2014
RBC Capital Markets February 2010 - January 2011
RBC Capital Markets October 2008 - March 2010
RBC Capital Markets February 2007 - September 2008
CIBC August 2004 - January 2007
Global Software UK Ltd. 2001 - 2003
MetLife 2000 - 2001
Skills
SOA, Capital Markets, Architecture, Fixed Income, Reference Data
Education
Cornell University(ecornell) 2010 — 2011
Certificate in Managing For Execution, Leadership and Strategic Management
University of Lincoln 1998 — 2000
MBA, Information Technology
Ecole Lemania, Lausanne, Switzerland
Diploma, Business Administration and Management, General
Fergusson College 1988 — 1993
Bachelor of Science, Electronic Science
RBC Capital Markets May 2010 - Present
Morgan Stanley September 2006 - May 2009
Credit Suisse August 2005 - August 2006
Bank of America January 2004 - August 2005
Morgan Stanley April 2001 - January 2004
Bank of America (formerly Summit Bank, United Jersey Bank) January 1994 - April 2001
Skills
Risk, Business Continuity, Physical Security, Emergency Management, Enterprise Risk..., Risk Analysis, Risk Management, Risk Assessment, Crisis Management, Operational Risk, Vendor Management, CBCP, Information Security, Leadership, Data Center, Security, Security Management, Financial Risk, Financial Analysis, Strategy, Financial Services, Equities, Capital Markets, Relationship Management, Private Investigations, Investment Banking, Management
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
Ramapo College of New Jersey 1983 — 1987
BS, Business Administration, Concentration in Marketing
Ramapo College of New Jersey 1983 — 1987
BS, Mathematics
RBC Wealth Management May 2014 - Present
Right Angle Consultants Inc. January 2008 - January 2015
RBC Wealth Management June 2012 - April 2014
RBC Wealth Management May 2011 - June 2012
CIBC World Markets September 2010 - April 2011
RBC Capital Markets September 2009 - September 2010
RBC Capital Markets February 2008 - August 2009
ScotiaMcLeod June 2005 - February 2008
TrainingFolks June 2004 - June 2005
RBC Dominion Securities July 1998 - May 2004
Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems
Education
George Brown College 1993 — 1995
Business Administration, Marketing and Investment Sales
RBC Capital Markets February 2009 - Present
Sandy Spring Bank November 1998 - February 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Certified Investment Management Analyst
Georgetown University 2005 — 2005
Executive Certificate, Financial Planning
RBC Capital Markets July 2015 - Present
Florida International University August 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - August 2014
Sony Pictures Entertainment February 2013 - August 2013
AIG May 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Capital Markets, Leadership, PowerPoint, Bloomberg Terminal, Capital IQ, Microsoft Word, Public Speaking, Outlook
Education
Florida International University 2011 — 2015
B.A., Mathematics and economics
Clarity Software Solutions, Inc. February 2014 - June 2015
Seniorlink December 2013 - June 2015
North Bridge Growth Equity August 2013 - June 2015
RBC Capital Markets 2010 - 2013
DaVita 2009 - 2009
Skills
Investment Banking, Venture Capital, Business Strategy, Financial Modeling, Private Equity
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2005 — 2009
B.Sc., Psychobiology
Fudan University 2007 — 2007
Business/Economics
BNY Mellon July 2014 - Present
RBC Capital Markets September 2013 - June 2014
RBC Capital Markets June 2012 - March 2013
Joseph M. Perillo, Distinguished Professor of Law February 2012 - July 2012
CVS/Pharmacy September 2004 - December 2011
Mintz & Fraade September 2011 - November 2011
Nassau County District Attorney's Office July 2011 - August 2011
New York State Supreme Court May 2011 - July 2011
North Babylon School District September 2009 - December 2009
New York State Supreme Court June 2009 - August 2009
Skills
Microsoft Office, Legal Research, Lexis, Legal Writing, Westlaw, Microsoft Excel, Microsoft Word
Education
Fordham University School of Law 2010 — 2013
Juris Doctorate
ST. JOSEPH'S COLLEGE
B.A, History; Certification in Secondary Education
RBC Capital Markets October 2014 - Present
Row House Publishing Services January 2008 - September 2014
Freelance May 1999 - December 2007
Nelson Thomson Learning April 1996 - April 1999
Nelson Thomson Learning September 1995 - March 1996
HarperCollins Canada October 1994 - August 1995
Skills
Copy Editing, Proofreading, Publishing, Editorial, Editing, Writing, Technical Writing, Higher Education, Adult Education, Fact-checking, Style Guides, Academic Publishing, Text Editing, Textbooks, Books, Line Editing, Adobe Acrobat, Publications, Manuscript
Education
George Brown College 2011 — 2013
Technical Communications Certificate
University of Toronto
B.A., History
RBC Capital Markets April 2015 - Present
Solazyme August 2013 - April 2015
Brown Brothers Harriman July 2006 - August 2013
Strategic Decisions Group (SDG) December 2004 - July 2006
Campbell Alliance June 2003 - December 2004
The Advisory Board Company January 2000 - August 2001
ITIM Associates 1998 - 2000
Columbia University Medical Center 1997 - 1998
Georgetown University Medical Center 1993 - 1997
Skills
Mergers, Investment Banking, Management Consulting, Corporate Development, Private Equity, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Venture Capital, Alternative Investments, Mergers & Acquisitions, Equity Research, Change Management, Corporate Finance, Financial Services
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Georgetown University
Bachelor of Science (BS)
Regis High School
RBC Capital Markets December 2014 - Present
Sears Canada April 2011 - December 2014
Ministry of Municipal Affairs and Housing January 2011 - April 2011
Canadian Ukrainian Parliamentary Program February 2010 - November 2010
RBC Dexia Investor Services May 2010 - August 2010
Ministry of Transportation September 2009 - April 2010
Landlord and Tenant Board of the Government of Ontario September 2009 - April 2010
Statistics Canada February 2006 - April 2010
Skills
Analysis, Business Analysis, Project Management, Business Process, Policy Analysis, Fundraising, Microsoft Excel, Business Requirements, Requirements Gathering, Business Process Mapping, Government, Requirements Analysis, Management, Requirements..., Functional Requirements, Leadership, Time Management, Program Evaluation, Public Speaking, Requirements Management, Requirements..., Requirements..., Non-Functional..., Business Intelligence, Change Management, Data Analysis, International Relations, MS Project, Nonprofits, Process Improvement, Project Delivery, Project Coordination, Project Planning, Research, Report Writing, SDLC, SPSS, System Administration, Team Leadership, Teamwork, Visio, Workshop Facilitation, User Interface..., Web Interface Design, Business Strategy
Education
University of Toronto 2013 — 2014
1526 Passing the CFA Level I Exam, Finance, Accounting, Statistics, Economics, Ethics, Results expected May 10th, 2014
University of Toronto - Ontario Institute for Studies in Education 2013 — 2013
Professional Studies, SCS 2379-044 Foundations in Business Analysis
York University 2007 — 2010
Specialised Honours Bachelors, Public Policy and Administration
Seneca College of Applied Arts and Technology 2005 — 2007
Diploma, General Arts and Business Sciences
George Brown College 2003 — 2005
Diploma, Computer Science and Information Technology
St. Demetrius 1995 — 1999
Chaminade
RBC Capital Markets June 2015 - Present
Assured Guaranty June 2014 - August 2014
Northwestern Mutual January 2014 - April 2014
Splashdown Beach May 2013 - August 2013
Madden Science and Exploration Camps July 2012 - August 2012
Skills
Leadership, Insurance, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Telephone Skills, Customer Service, Facebook, Access, Networking, Outlook
Education
Fordham University 2012 — 2016
Finance, Alternative Investments concentration
Arlington High School 2008 — 2012
Honors Diploma
Jefferies LLC May 2015 - Present
RBC Capital Markets March 2014 - April 2015
Barclays Wealth and Investment Management December 2012 - March 2014
Credit Suisse September 1999 - November 2012
Skills
Wealth Management, Investments, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Investment Banking, Structured Products, Banking, Trading, Capital Markets, Valuation, Corporate Finance, Equities, Emerging Markets, Equity Derivatives, Alternative Investments, Bloomberg, Wealth Management..., Risk Management, Private Equity, Financial Markets, Financial Modeling, Private Banking, Series 7, Securities, Derivatives, Financial Analysis
Education
Florida International University 1989 — 1991
Master of Business Administration (MBA), Finance, General
RBC Capital Markets May 2015 - August 2015
RBC Capital Markets July 2014 - January 2015
CIBC June 2013 - July 2014
George Brown College July 2011 - April 2013
KiddyLand Playground April 2009 - August 2010
Bramalea Secondary School January 2009 - January 2010
Skills
Customer Service, Data Entry, Microsoft Word, QuickBooks, Highly motivated..., Highly detail oriented, Accounting, Bookkeeping, Sales, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Research, Accounts Receivable, Accounts Payable, Data Analysis, Event Management, Team Leadership, Analitical, Financial Analysis, Problem Solving, Mathematics, Teamwork
Education
Ryerson University 2014 — 2017
Bachelor of Commerce (BCom), Accounting, 4.17/4.33
George Brown College 2010 — 2013
Advanced Diploma, Business Administration-Accounting, 4.0/4.0
Bramalea Secondary School 2008 — 2010
Diploma
RBC Capital Markets July 2015 - Present
United Student Government - Fordham University Rose Hill April 2014 - April 2015
RBC Capital Markets June 2014 - August 2014
Charter School Business Management Inc. January 2014 - May 2014
KPMG June 2013 - August 2013
Abercrombie & Fitch December 2011 - January 2013
Clarkstown High School North September 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Time Management, Social Networking, Economics, Critical Thinking, Financial Analysis, Leadership
Education
Fordham University 2011 — 2015
Major in Applied Accounting and Finance, Minor in Economics
Clarkstown North High School 2007 — 2011
RBC Capital Markets July 2015 - Present
Zanbottling Limited December 2012 - Present
Seneca College April 2014 - April 2015
George Brown College August 2013 - April 2014
George Brown College May 2013 - August 2013
George Brown College May 2011 - May 2013
Enactus George Brown (formerly SIFE George Brown) May 2011 - December 2011
Office of Applied Research and Innovation at George Brown College January 2010 - January 2011
Webquants Zanzibar June 2006 - June 2008
Skills
Time Management, Non-profits, Market Research, Project Management, Research, Community Outreach, Social Media, Nonprofits, Event Management, Microsoft Office, Teamwork, Access, Proposal Writing, Project Planning, Leadership, Recruiting, Budgets, Customer Service, Team Leadership
Education
George Brown College 2009 — 2013
Advanced Diploma, Business Administration and Management
Toronto College Of Technology 2008 — 2009
RBC Capital Markets June 2010 - Present
Hometime Estates May 2008 - Present
Merrill Lynch 2008 - 2009
Simon & Schuster June 2006 - August 2006
Skills
Capital Markets, Human Resources, Equities, Recruiting, Financial Analysis, Financial Modeling
Education
Fordham University 2010 — 2012
Master's Degree, Social Work
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration Concentrating in Sports Management
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
Elire Inc. September 2014 - Present
Elire Inc. August 2013 - Present
Federal Reserve Bank of Minneapolis June 2011 - August 2011
RBC Capital Markets July 2007 - August 2010
Skills
Quickbooks, Financial Analysis, PowerPoint, QuickBooks, Microsoft Excel, Executive Presentation..., Pivot Tables, Account Management, Client Liaison, Microsoft Word, Business Writing, Demand Forecasting, Forecasting, Analysis, Finance, Valuation, Training, Accounting, Leadership, Management
Education
University of Saint Thomas - School of Business 2010 — 2012
MBA, Finance
Florida Agricultural and Mechanical University 2002 — 2006
Bachelor of Science, Business
Palm Bay International July 2015 - Present
Solved Social Media August 2013 - June 2015
American Consumer Shows January 2014 - May 2015
Balanced Life Chiropractic and Wellness August 2014 - March 2015
American Consumer Shows January 2009 - January 2015
The Coolest Giveaways January 2012 - January 2013
save the date® November 2012 - December 2012
RBC Capital Markets May 2010 - August 2010
Skills
Customer Service, Social Media Marketing, Social Media, Facebook, Client Relations Skills, Social Networking, Public Relations, Marketing Communications, Email Marketing, Communication Skills, Advertising, Social Media..., Marketing Strategy, Blogging, Writing, Event Planning, Social Media Advertising, Small Business Online..., Online Marketing, Online Advertising, Facebook Marketing, New Customer..., Operations Management, Client Billing, Billing Process, Long-term Customer..., Customer Satisfaction, Press Releases, Leadership, Pinterest, Instagram, HootSuite, Strategic Communications, Media Monitoring, Social Media Blogging, Digital Communication..., Social Media Measurement, Composing Press Releases, Facebook Fan Page..., Communication, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Marketing, Twitter, Social Media Outreach
Education
Farmingdale State University of New York 2010 — 2013
Bachelor’s Degree, Professional Communications, Summa Cum Laude, 4.0
State University of New York College at Oswego 2008 — 2010
Associate’s Degree, Public Relations, Advertising, and Applied Communication
Syosset Senior High School 2004 — 2008
High School Diploma, General Studies, 3.8
RBC Capital Markets November 2013 - Present
RBC Capital Markets January 2012 - October 2013
BNP Paribas June 2010 - January 2012
Scotia Capital May 2008 - June 2010
Scotia Capital May 2007 - August 2007
Milbank Roy October 2006 - December 2006
Skills
Banking, Capital Markets, Credit Analysis, Portfolio Management, Financial Modeling, Investment Banking, Credit, Commercial Banking, Derivatives, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investments
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of South Carolina-Columbia 1999 — 2003
BA, Mass Communications
Prudential Real Estate Investors February 2014 - Present
Haslam College of Business at the University of Tennessee August 2012 - December 2013
RBC Capital Markets June 2013 - August 2013
Grubb and Ellis Company - Goldman Sachs NJ Account November 2009 - May 2012
Storch Amini & Munves PC July 2008 - November 2009
New York Yankees March 2006 - May 2008
WFUV September 2005 - May 2008
Skills
Microsoft Excel, Tax Credits, Bloomberg Terminal, Financial Analysis, Project Management, Contract Management, Argus, Real Estate Financing, Real Estate Transactions, Financial Modeling
Education
Haslam College of Business at the University of Tennessee 2012 — 2013
Master of Business Administration (MBA), Finance, Real Estate
Fordham University 2004 — 2008
B.A., History
Trinity College, Dublin 2007 — 2007
Irish History
Buckingham Browne & Nichols School 2000 — 2004
Montpelier Re Holdings Ltd. March 2015 - Present
Montpelier Reinsurance Holdings Ltd December 2013 - February 2015
Battery Global Advisors September 2008 - November 2013
RBC Capital Markets May 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, ETFs, Investment Management, Fixed Income Portfolio..., Asset Allocation, MBS, Fixed Income Analysis, Real Estate Private..., Municipal Bonds, Structured Finance, Income Protection, Absolute Return, Managed Futures
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (BA), Finance, General
Northfield Mt. Hermon 2000 — 2002
RBC - Capital Markets June 2015 - Present
RCC Analytics June 2014 - Present
Education
Queen's University 2014 — 2015
Master of Management Analytics, (Data Analytics, Statistics, Business)
Florida State University
Masters of Fine Arts, Writing for the Stage and Screen - College of Motion Picture Arts
University of Waterloo
Bachelor of Arts, Joint Honours Economics and Mathematics
TD July 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - December 2013
RBC Capital Markets June 2013 - August 2013
Student Managed Investment Fund (SMIF) December 2012 - May 2013
FGI Finance August 2012 - December 2012
AXA Advisors June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Ramapo High School 2006 — 2010
High School Diploma
Morgan Stanley August 2015 - Present
RBC Capital Markets July 2014 - July 2015
Brand Ambassador January 2014 - May 2014
DigitalDNA, LLC April 2012 - April 2014
RBC Capital Markets June 2013 - August 2013
Eurasia Center July 2011 - December 2011
Intex Recreation Corp. May 2011 - August 2011
Loyola Blakefield June 2010 - January 2011
Showcase Technology June 2009 - August 2009
Skills
Computer Proficiency, Internet Strategy, Internet Communications, English to French, Microsoft Excel, Public Speaking, Team Leadership, Capital IQ, Microsoft Word, Data Analysis, Social Networking, Spanish, PowerPoint, Social Media, Microsoft Office, Leadership, Customer Service, Digital Strategy, Fundraising, Facebook, Market Research, Editing, Business Development, Research, Teamwork
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Science, Technology & International Affairs
Loyola High School 2006 — 2010
JPMorgan Chase July 2014 - Present
MetLife November 2013 - May 2014
JPMorgan Chase January 2013 - October 2013
JPMorgan Chase June 2013 - August 2013
Stony Brook University June 2010 - May 2013
Investors Capital December 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Stony Brook University January 2012 - May 2012
Stony Brook University January 2011 - May 2011
Skills
Financial Analysis, Financial Accounting, Information Technology, Quantitative Analytics, Polymer Chemistry, Polymer Characterization, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Microsoft SQL Server, Research, Analysis, Access, Mathematica, Web Design, Management, Video Editing, Financial Modeling, SPSS, Economics, SAS, VBA, Data Analysis
Education
General Assembly 2015 — 2015
Product Management
Stony Brook University 2013 — 2014
Master of Business Administration (MBA), Finance
Stony Brook University 2009 — 2013
Bachelor of Science (B.S.), Pharmacology
Torres Unidas July 2015 - Present
Kimberlite Group November 2013 - June 2015
RBC Capital Markets June 2006 - October 2012
Morgan Stanley June 2005 - August 2005
Skills
Financial Modeling, Bank Mergers, Financial Advisory, Commercial Real Estate, Spanish-speaking, Commercial Leasing, Aircraft Leasing, LBO, Leveraged Finance, Valuation, Investment Banking
Education
Goizueta Business School, Emory University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Organizations & Management
ESADE Business School 2005 — 2005
Semester Abroad, Finance, General
RBC Capital Markets June 2015 - Present
RBC Capital Markets June 2015 - Present
Merrill Lynch December 2014 - February 2015
Brooklyn Chamber of Commerce August 2014 - September 2014
MIDCO Accounting January 2014 - May 2014
Peppino's Brick Oven May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.) (pursuing), Finance, General
Fordham University 2012 — 2016
BS, Finance, General
Financial Industry Regulatory Authority June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Financial Industry Regulatory Authority October 2011 - August 2013
Morgan Stanley Smith Barney February 2011 - October 2011
Morgan Stanley Smith Barney August 2006 - January 2011
Education
Fordham University 2008 — 2013
Finance, MBA Degree
Seton Hall University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Bergen Catholic
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
RBC Capital Markets February 2011 - Present
Mondial Assistance Inc July 2010 - January 2011
RPM Technologies January 2008 - January 2009
George Brown College August 2001 - August 2008
VMC / Microsoft Inc September 2006 - December 2007
IBM May 2005 - September 2006
Xintra College of Technology July 2000 - April 2002
Skills
Java, XML, Web Services, SQL, JavaScript, Unix, Oracle, Eclipse, C#, Java Enterprise Edition, Linux, ASP.NET, .NET, Tomcat, PL/SQL, JSP, SOAP, Apache, Requirements Analysis, SDLC
Education
Ryerson University 2003 — 2006
B.Sc, Computer Science
George Brown College 1999 — 2002
Associate Diploma, Computer Science
George Brown College 1999 — 2002
Associate Diploma of Computer Programmer Analyst, Computer Science
J.P. Morgan May 2012 - Present
RBC Capital Markets January 2012 - March 2012
J.P. Morgan October 2011 - January 2012
Skills
Hidden Markov Models, Machine Learning, Data Mining, Pattern Recognition, VBA, Python, Perl, MATLAB, Unix, C++
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Science (MS), Financial Engineering (MFE '12)
Georgia Institute of Technology
Doctor of Philosophy (Ph.D.), Bioinformatics & Computational Biology (PhD)
Fudan University
Bachelor of Science (B.S.), Bioengineering and Biomedical Engineering
Nimble Holdings January 2015 - Present
Passport Capital September 2012 - Present
TriplePoint Capital April 2007 - February 2012
Crossover Venture Partners September 2004 - November 2006
RBC Capital Markets June 2001 - May 2004
Citigroup/Salomon Smith Barney May 2000 - August 2000
Arthur Andersen LLP September 1995 - July 1999
Skills
Venture Capital, Private Equity, Equity Research, Due Diligence, Financial Analysis, Corporate Finance, Financial Modeling, Financial Accounting, Financial Reporting, Corporate Development, Mergers, Acquisition Analysis, Entrepreneurship, Mergers & Acquisitions, Business Valuation, Equities, Investments, Valuation, Ninja Skills, Internal Controls
Education
University of California, Berkeley - Walter A. Haas School of Business
M.B.A.
Florida Agricultural and Mechanical University
B.S.
No Man Walks Alone January 2013 - Present
RBC Capital Markets June 2011 - January 2013
UBS Investment Bank March 2009 - June 2011
UBS Investment Bank March 2006 - February 2009
UBS Investment Bank August 2002 - March 2006
Lehman Brothers May 2001 - August 2001
Transcapital January 1995 - April 2000
Skills
Investment Banking, Capital Markets, Mergers, Equities, IPO, Finance, Valuation, Financial Modeling, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Investments, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Fashion Institute of Technology 2013 — 2013
Retail Management & Merchandising
New York University - Stern School of Business 2000 — 2002
MBA, Finance
Curtis, Mallet-Prevost, Colt & Mosle LLP October 2012 - Present
Financial Industry Regulatory Authority January 2012 - April 2012
RBC Capital Markets June 2011 - August 2011
Commercial Division, New York State Supreme Court May 2010 - August 2010
Raines International March 2007 - July 2009
Education
Fordham University School of Law 2009 — 2012
JD, Order of the Coif, Magna Cum Laude
University of Southern California 2002 — 2006
BA, Communications, Cum Laude
Harbert Management Corporation June 2013 - Present
Atlanta Equity Investors August 2008 - May 2013
Liberty Lane Partners January 2007 - August 2008
RBC Capital Markets 2004 - 2007
Andersen Consulting / Accenture 1997 - 2000
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Alternative Investments, Venture Capital, Corporate Finance, Strategy, Finance, Mergers, Business Strategy, Management, Financial Analysis
Education
Emory University - Goizueta Business School
MBA, Finance & Strategy
Fremd High School
Miami University
BA, Economics
RBC Capital Markets June 2011 - Present
Bortstein & Irvine LLC April 2009 - May 2011
Merrill Lynch August 2006 - March 2009
Airess LLC April 2005 - July 2006
Karl Lagerfeld LLC 2005 - 2006
Pillsbury Winthrop Shaw Pittman August 2002 - March 2005
Skills
Licensing, Procurement, Global Sourcing, Outsourcing, Intellectual Property, Contract Negotiation, Securities Regulation, Corporate Law, Mergers & Acquisitions, Joint Ventures, Litigation
Education
Fordham University School of Law 1999 — 2002
JD
University of Virginia 1998 — 2002
BA, Political Science
RBC Capital Markets August 2014 - Present
Citi August 2011 - August 2014
MTS Allstream January 2007 - July 2011
MTS Allstream September 2005 - December 2006
MTS Allstream September 2001 - September 2005
Skills
Microsoft SQL Server, .NET, SQL, C#, ASP.NET, Databases, MySQL, Windows Server, WinForms, Windows, SDLC, Agile Methodologies, Software Development, Business Analysis, Visual Studio, ASP.NET MVC, Programming, Design Patterns, Subversion, WPF, Software Engineering, Networking, Requirements Analysis, Integration, Requirements Gathering, Software Project...
Education
George Brown College 2002 — 2003
Certifacte, Electronics Technician
Citi Global Markets May 2011 - Present
RBC Capital Markets December 2010 - May 2011
RBC Capital Markets October 2008 - December 2010
Wachovia, A Wells Fargo Company June 2007 - July 2008
Tom Lee for CFO Campaign August 2005 - December 2006
Skills
Fixed Income, Series 7, Financial Modeling, Investments, Financial Analysis, Capital Markets, Investment Banking, Valuation, Securities, Public Finance, Bloomberg
Education
Florida State University 2002 — 2003
MBA, Finance
Florida State University - College of Business 1996 — 2000
US Bank January 2014 - Present
US Bank April 2009 - January 2014
HSBC October 2008 - April 2009
RBC Capital Markets July 2004 - October 2008
The Bank of New York 1999 - 2004
Skills
Portfolio Management, Insurance, Credit, Fixed Income, Capital Markets, Banking, Credit Analysis, Equities, Risk Management
Education
Emory University School of Law
Tufts University
RBC Capital Markets June 2009 - Present
BB&T Capital Markets September 2007 - June 2009
Resource Mortgage August 2005 - April 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Investment Banking, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, Equity Valuation, Equities, DCF, Fixed Income, Asset Managment, Industry Research, Hedge Funds, Sales, Sales Management, Sales Presentations, Sales Operations, Retail Sales, Presentation Skills, Presentation Development, Presentation Coaching, Client Presentation, Presentation Design, Group Presentations, Team Management, Account Management, Event Management, Equity Capital Markets, Executive Management, Management, Portfolio Management, Strategic Planning
Education
Ferrum College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Marketing
UBS July 2010 - Present
RBC Capital Markets January 2007 - May 2010
Carlin 2001 - 2006
Morgan Stanley 1989 - 1994
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Lehigh University 1981 — 1985
BS, Computer Science
Merrill Lynch September 2012 - Present
RBC Capital Markets June 2008 - September 2011
Citigroup June 1986 - January 2008
Irving Trust Company February 1980 - June 1986
Skills
Syndications, Capital Markets, Fixed Income, High Yield, Leveraged Finance, Investment Banking, Structured Finance, Credit, Securitization, Loan Origination, Financial Structuring, Structured Products, Bonds, Credit Analysis, Emerging Markets, Project Finance, Portfolio Management, Finance, Trading, Private Equity, Alternative Investments, Equities, Bloomberg, Derivatives, Valuation, Corporate Finance, Hedge Funds, LBO, Credit Risk
Education
Fairleigh Dickinson University 1981 — 1985
MBA, Finance
William & Mary 1975 — 1979
BBA, Management
RBC Capital Markets July 2009 - Present
Banc of America Securities 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2001 - 2004
The Carson Group 1998 - 2001
Epsilon Data Management 1996 - 1997
IBM 1990 - 1995
Education
Franklin & Marshall College
BA, Business
New York University
Graduate Program, Global Strategy
Pace University - Lubin School of Business
MBA, Finance & Accounting
RBC Capital Markets December 2014 - Present
Societe Generale September 2013 - November 2014
Walleye Trading February 2013 - June 2013
Stroz Friedberg, LLC June 2011 - February 2013
International Securities Exchange August 2006 - May 2011
Citco 2004 - 2006
Zurich Financial Services (CentreRe Solutions) 2002 - 2002
JP Morgan Chase 2000 - 2001
Verizon 1999 - 1999
Education
Fordham University 1996 — 2000
Bachelors of Arts, Computer Science
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
BNP Paribas June 2014 - Present
RBC Capital Markets July 2011 - May 2014
Barclays Capital May 2010 - July 2011
Societe Generale January 2008 - May 2010
UBS 2005 - 2008
IDB Bank 1997 - 2005
Skills
AML, Anti Money Laundering, Banking, Corporate Governance, Dodd-Frank, Finance, OFAC, Securities, USA PATRIOT Act, Financial Services
Education
Fordham University School of Law 1998 — 2002
RBC Capital Markets November 2014 - Present
Citi April 2013 - November 2014
CPP Investment Board November 2012 - March 2013
Morgan Stanley May 2004 - August 2012
Skills
Agile Methodologies, Java, SQL, Spring, Test Driven Development, Capital Markets, Trading Systems, C/C++ STL, Market Risk, SOA, Fixed Income Technology
Education
Fudan University
Bachelor's degree, Computer Science
RBC Capital Markets March 1997 - Present
Bayerische Landesbank November 1995 - March 1997
First Fidelity Bank July 1994 - November 1995
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA
Fairfield University 1990 — 1994
Summit High School 1987 — 1990
Jardins Sans Secret 2010 - Present
RBC Capital Markets 1997 - 2008
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Management Consulting
Education
ESCP Europe 1980 — 1983
MBA
RBC Capital Markets August 2015 - Present
Ullink October 2012 - August 2015
Goldman Sachs January 2006 - May 2012
J.P. Morgan July 2003 - January 2006
Fidessa 2002 - 2003
Skills
Electronic Trading, Portfolio Management, Equities, Trading Systems, Investments, Equity Trading, Derivatives, Options, Exchange Connectivity, Options Strategies, Trading, Hedge Funds, Financial Markets, Equity Derivatives, Bloomberg, Capital Markets, Market Data, Fixed Income, FX Options, Prime Brokerage, Middle Office, Low Latency
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance
New York University 1998 — 2002
Canaccord Genuity Inc. October 2013 - Present
Cowen and Company 2009 - 2013
Bank of America 2001 - 2009
RBC Capital Markets 2000 - 2001
ICAP 1998 - 1999
CME Group 1995 - 1998
Noonan, Astley & Pearce 1994 - 1995
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Trading Systems, Trading, Equities, Fidessa, Hedging, Electronic Trading, Fixed Income, FX Options, Hedge Funds, Mutual Funds, Commodity, Microsoft Excel, Financial Markets, Options, Trading Strategies, Series 24, Investments, FINRA, Finance, Financial Services, Equity Research, Capital Markets, Securities, Excel, FX, Commodities, ETFs, Equity Derivatives
Education
Fordham University 2003 — 2007
MBA, Finance
New York University 2000 — 2003
Certificate, Portfolio Management
Seton Hall University 1990 — 1994
BS, Management
Seton Hall Prep 1986 — 1990
RBC Capital Markets July 2010 - Present
J.P. Morgan February 2009 - July 2010
J.P. Morgan December 2004 - February 2009
PricewaterhouseCoopers/Kwasha September 1999 - December 2004
Skills
Investment Banking, Financial Risk, Financial Modeling, Portfolio Management, Credit, Derivatives, Capital Markets, Due Diligence
Education
Georgetown University 1995 — 1999
Bachelor of Science in Business Administration, Management
Fordham Preparatory 1991 — 1995
RBC Capital Markets July 2008 - Present
Bear Stearns January 2008 - June 2008
Bear Stearns June 2004 - January 2008
Education
Fordham University 2000 — 2004
RBC Capital Markets March 2015 - Present
Nomura Securities August 2011 - February 2015
Morgan Stanley December 2006 - August 2011
Morgan Stanley December 2006 - December 2007
University of Notre Dame January 2006 - May 2006
Skills
Fixed Income, Equities, Bonds, Credit, Finance, Technical Analysis, Analysis, Cash Flow, Sales, Research, Retail, Marketing, Books, Telecommunications, Government
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Investments/Corporate Finance 2006
Florida State University 2001 — 2005
Bachelor of Science, Finance 2005
JobStart 2013 - Present
YMCA Canada 2012 - 2013
YMCA of Greater Toronto 2011 - 2012
City of Toronto 2010 - 2010
YMCA - FPSYIP Federal Public Sector Youth Intership Program 2010 - 2010
George Brown College 2009 - 2009
RBC Dexia Investor Services 2001 - 2008
RBC 1998 - 2001
RBC Capital Markets 1992 - 1998
Skills
MBTI Myers-Briggs Type..., Personality Dimensions..., Life Skills Coach..., Anger Management Group..., AODA Accessibility for..., Restorative Justice..., Languages: English,..., Restorative Justice, English, Job Search, Job Search Strategies, Non-profits, Workshop Facilitation, Job Coaching, Career Counseling, PowerPoint, AODA, Program Facilitation, Interview Preparation, Leadership Development, Resume Writing, Strong Interest..., Workshop Development, Cover Letters, Career Assessment, Mock Interviews, Program Development, Adult Education, Career Development..., Conflict Resolution, Interviews, Nonprofits, Resume
Education
George Brown College 2009 — 2010
Career and Work Counsellor Diploma
Humber Collegue
Accounting and Finance Certificate
Ryerson University
Business Courses
Universidad Estatal de Ecuador
Post-secondary studies, English Language and Literature/Letters
Cowen and Company February 2012 - Present
Jefferies & Company September 2006 - December 2011
RBC Capital Markets February 2001 - December 2004
Needham & Company May 1997 - February 2001
Gerard Klauer Mattison & Co August 1992 - April 1997
Education
Fairfield University 1987 — 1991
BS, Business mangement
IDB Bank October 2013 - Present
Fifth Third Bank July 2012 - October 2013
BB&T July 2011 - June 2012
Private Consulting Business 2009 - 2011
RBC Capital Markets 2004 - 2008
RBC Capital Markets 1999 - 2004
Royal Bank of Canada 1996 - 1999
Royal Bank of Canada 1994 - 1996
Royal Bank of Canada 1988 - 1994
Royal Bank of Canada 1981 - 1988
Skills
Financial Structuring, Relationship Management, Business Development, Capital Markets, Banking, Commercial Banking, Portfolio Management, Loans, Leadership, Finance, Investment Banking, Syndications, Financial Services, Middle Market, Management, Commercial Lending, Cross Selling, Credit Analysis, Credit, Insurance, Credit Risk, Loan Origination, Financial Risk
Education
Fordham Gabelli School of Business 1980 — 1981
MBA, Finance, International Business
Fordham University 1976 — 1980
BA, Economics
Leonia High School 1972 — 1976
TD Bank Group January 2011 - Present
RBC Capital Markets March 1996 - May 2008
Skills
Capital Markets, Fixed Income, Business Analysis, IT Strategy, Requirements Gathering, Software Project..., Risk Management, Vendor Management, SDLC, Project Portfolio..., Analysis, Business Process..., Financial Analysis, Equities
Education
George Brown College 1988 — 1990
Business Management Studies
RBC Capital Markets 2009 - Present
Citigroup 2005 - 2008
Bear Stearns 1991 - 2004
Education
Fordham Gabelli School of Business
MBA
Indiana University - Kelley School of Business
BS
Shell June 2009 - Present
RBC Capital Markets February 2008 - June 2009
Markit June 2007 - February 2008
Brookhaven National Laboratory August 2004 - June 2007
Skills
Numerical Analysis, Matlab, Mathematica, Energy, Data Analysis, Statistics, Seismic processing, Geophysics, Signal Processing, Seismic Imaging
Education
Vilnius University 2004 — 2010
Master of Science (MSc), Theoretical Physics
Florida State University 2000 — 2004
Ph.D., Physics
RBC Capital Markets October 2012 - Present
Jefferson Wells Consulting June 2010 - Present
Con Edison December 2009 - June 2010
Maersk Line June 2009 - February 2010
Maersk Line Ltd June 2009 - December 2009
Citigroup Alternative Investments Group January 1987 - March 2009
CITIGROUP INC January 1987 - January 2009
Citi January 1987 - December 2008
Venture Capital & Real Estate January 1993 - January 2002
Taxation - Leasing and Real Estate January 1991 - January 1993
Education
Pace University - Lubin School of Business 1984 — 1987
MS, Taxation
Pace University
MS, Taxation
Fairleigh Dickinson University
BS, Accounting
Fairleigh Dickinson University
BS, Accounting
RBC Capital Markets July 2012 - Present
UBS Investment Bank May 2010 - July 2012
The Logisticst Institute - Asia Pacific September 2002 - July 2006
Education
Rensselaer Polytechnic Institute 2006 — 2010
PhD, Statistics and Operations Research
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2006 — 2009
MS, Financial Engineering and Risk Analytics
National University of Singapore 2000 — 2002
MS, Computer Science
Fudan University 1996 — 2000
BS, Management Information Systems
Capital Markets Finance at Fannie Mae February 2014 - Present
Deloitte July 2013 - February 2014
Deloitte July 2011 - July 2013
RBC Capital Markets June 2010 - August 2010
RBC Capital Markets June 2009 - August 2009
Skills
Fixed Income, SQL, Microsoft Excel, Bankruptcy, Tableau, Chapter 11, Crystal Ball, SAS, Access, Financial Reporting, Due Diligence, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgetown University 2014 — 2015
Master's Degree, Real Estate, Finance
James Madison University - College of Business
BBA, Finance & Computer Information Systems
RBC Capital Markets July 2013 - Present
CreativeBox Media December 2000 - December 2014
Scotiabank April 2011 - July 2013
Ogilvy & Mather 2009 - 2011
Contract / Freelance 2006 - 2010
SapientNitro April 2004 - March 2005
Carlson Marketing 2004 - 2004
Bell - Yellow Pages June 1997 - June 1999
Skills
Flash, SEO, Illustrator, Photoshop, JavaScript, PHP, Branding & Identity, XML, ASP, Project Management, JSON, Interactive Programming, Web Design, User Interface Design, Graphic Design, Adobe Creative Suite, Business Cards, jQuery, Web Strategy, Digital Media, Marketing Communications, Digital Strategy, Interactive Advertising, Creative Strategy, Google Analytics, Concept Development, Online Advertising, Social Media, Web Analytics, Digital Marketing, Illustration, Social Media Marketing, Corporate Identity, Website Development, Creative Direction, Typography, Brand Development, Multimedia, Interaction Design, Email Marketing, CMS, Wordpress, Dreamweaver, User Experience, Web Development, HTML, Art Direction, Advertising, Online Marketing, Logo Design
Education
George Brown College 1997 — 1999
3 Years, Graphic Design Program
Humber College 1997 — 1999
1 Year, Interactive Multimedia Program
RBC Capital Markets August 2014 - Present
RBC Capital Markets March 2011 - August 2014
Deutsche Bank September 2005 - December 2010
Barclays Capital May 2001 - September 2005
Education
Washington University in St. Louis 1991 — 1995
B.S.B.A, Business Administration
Fordham University - Graduate School of Business Administration
MBA, Finance and Management
KCG Holdings, Inc. April 2015 - Present
NoMa Comedy Productions January 2014 - Present
RBC Capital Markets April 2003 - February 2015
RBC Capital Markets and others June 1994 - April 2005
Skills
Equities, Capital Markets, Trading Systems, Series 7, Electronic Trading, Series 63, Trading, Securities, Financial Markets, Market Structure, Hedge Funds, Equity Derivatives, Derivatives, Options, Risk Management, Proprietary Trading, Alternative Investments, Equity Trading, Bloomberg
Education
Fordham University 1985 — 1989
BS, Finance
RBC Capital Markets June 2007 - Present
Societe Generale March 1991 - June 2007
Skills
Fixed Income, Capital Markets, Derivatives, Back Office, Operational Risk, Basel II, Account Reconciliation, Accounting, Equities, Finance, Bloomberg, Investment Banking, Middle Office, Hedge Funds, Trading, Securities, Credit Derivatives
Education
Fordham University 1981 — 1985
BS, Finance
Morguard Investments Limited September 2011 - April 2013
RBC Capital Markets June 2011 - August 2011
Acxsys Corporation September 2004 - May 2010
Academy of Learning February 2003 - September 2005
Zellers August 1999 - January 2000
Active Intelligence 2000 - 2000
Education
George Brown College 2008 — 2009
Editing Certificate, Editing
Ryerson University
Bachelor of Business Management, Management and Marketing
Lake Street Capital Markets, LLC June 2012 - Present
Craig Hallum Capital Group April 2007 - May 2012
First Albany Capital February 2003 - April 2007
RBC Capital Markets 2000 - 2003
Dain Rauscher Wessels April 1998 - January 2000
wessels arnold and henderson 1992 - 1998
Skills
Investments, Capital Markets, Equities, Business Strategy, Series 7, Customer Relations, Institutional, Executive Management, Process Improvement, Series 24, Series 63, Series 55, Equity Trading, Trading, Venture Capital, Private Equity, Customer Service, FINRA, Hedge Funds, Mutual Funds, Equity Research, Investment Banking, Valuation, Alternative Investments, Institutional Sales
Education
Fairfield University 1982 — 1986
B.A., economics
Fordham University 1991 — 1992
Graduate studies in Economics
RBC Capital Markets 2008 - Present
Bear Stearns 2003 - 2008
Skills
CFA Charter Holder, Bonds, Bloomberg, Series 7, Series 63, Chartered Financial..., Capital Markets, Asset Management, Fixed Income, Securities, Alternative Investments, Equities, Derivatives, Structured Products, Hedge Funds, Thoracic, Thorough Research, Thoracic Outlet Syndrome, Magicians, Basketball Coaching, Soups, Theatre, Investment Banking, Investments
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
SUNY Albany
Economics, Economics
RBC Capital Markets January 2011 - Present
J.P. Morgan Securities July 2007 - January 2011
Banc of America Securities August 2005 - July 2007
Skills
Bloomberg, Bonds, Capital Markets, Electronic Trading, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Series 63
Education
Fordham University
B.S., College of the Business Administration, Finance
KPMG December 2014 - Present
Synechron 2012 - 2014
RBC Capital Markets July 2010 - September 2012
Barclays Capital December 2006 - July 2010
Lehman Brothers 2006 - 2008
Knightsbridge Solutions LLC 2002 - 2006
Goldman Sachs 2000 - 2002
Skills
Trading Systems, Data Warehousing, Big Data, Enterprise Architecture, ETL, Sybase, Market Data, Derivatives, Analytics, Master Data Management, Autosys, Business Intelligence, Oracle, Informatica, Equity Derivatives, Equities, Reference Data, Options, Hadoop, Teradata, Data Modeling, Greenplum Appliance, Netezza Appliance, SAS9.4, SAS Enterprise Miner, SAS Enterprise Guide, SAS Model Manager, SAS Scoring Accelerator, SAS in-database scoring..., SAS High Performance..., Big Data system..., UDB/DB2, SQL Server 2008, Graph Database (Neo4j,..., AWS (EC2, S3, Redshift,...
Education
George Mason University
Ph.D, Computational Statistics
University of Science and Technology of China
Cantor Fitzgerald January 2009 - Present
RBC Capital Markets April 2006 - December 2008
Société Générale January 2000 - March 2006
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading, Series 7, Investments, Alternative Investments, Securities, Asset Management, Trading Systems, Bloomberg, Financial Markets
Education
Franklin & Marshall College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
Glenbrook South High School 1981 — 1985
RBC Capital Markets November 2006 - January 2015
Prevention Point Philadelphia June 2006 - September 2006
Drug Policy Alliance 2004 - 2006
Skills
Grant Writing, Research, Non-profits, Microsoft Excel, Financial Analysis, Editing, Leadership, Management, Nonprofits, Strategic Planning, Equities, Microsoft Office, Public Speaking, Social Media, Fundraising, Community Outreach, Fierce Conversations, Ice Breakers, Financial Modeling
Education
General Assembly 2015 — 2015
Data Science
University of Cambridge 2003 — 2004
M.Phil, Criminology
Yale University 1999 — 2003
2003, Art, Women's Studies
RBC Capital Markets July 2013 - Present
Skills
Capital Markets, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Research, Communication, Microsoft Word, Social Media, Leadership, Financial Modeling, Valuation, Bloomberg, Market Research
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Majors in Finance and International Business
Fudan University
School of Management
RBC Capital Markets April 2014 - Present
RBC Capital Markets July 2010 - April 2014
RBC Capital Markets June 2008 - July 2010
Merrill Lynch & Co., Inc. July 2007 - August 2007
Skills
Bloomberg, FactSet, Haver, Financial Modeling, Valuation, Equities
Education
Fordham University 2008 — 2010
Master of Arts (M.A.), Economics; Concentration: Finanical Economics
The College of William and Mary 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
RBC Capital Markets November 2014 - Present
Education
Villanova University 2012 — 2013
Master of Science (MS)
Fairfield University 2007 — 2011
BS
RBC Capital Markets December 2014 - Present
Education
Universities of Geneva, Lausanne and Neuchatel 2008 — 2010
Master of Science in Finance, Major in Financial Analysis
London School of Economics and Political Science 2008 — 2008
Summer School Program, Management, Entrepreneurship, and Global Leadership
Université Laval 2005 — 2008
Bachelor in Business Administration, International Profile
European Business School Oestrich-Winkel 2006 — 2007
International Exchange Program
RBC Capital Markets August 2014 - Present
KGS-Alpha Capital Markets, L.P. June 2012 - August 2014
China Direct Indus May 2010 - August 2010
Skills
Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Derivatives, Financial Analysis, Microsoft Excel, Equity Research, Portfolio Management, Equities, Microsoft Office, Fixed Income, PowerPoint, Capital Markets, Finance, Trading, Investments
Education
Villanova University 2011 — 2012
Masters of Science, Finance
Florida State University - College of Business 2007 — 2011
Bachelors of Sceince, Finance and Applied Economics
RBC Capital Markets March 2008 - Present
Deutsche Bank 2005 - 2008
Education
Georgetown University
AIG May 2015 - Present
Barclays December 2013 - May 2015
RBC Capital Markets May 2012 - December 2013
RBC Capital Markets May 2011 - May 2012
Guotai Junan Securities Co., Ltd February 2010 - April 2010
Skills
Bloomberg, VBA, Financial Modeling, Derivatives, Quantitative Finance, Bloomberg Terminal, Fixed Income, Market Risk, Valuation, Quantitative Analytics, Equity Derivatives, VAR, Options, Time Series Analysis, SAS, Stress Testing, Monte Carlo Simulation, Risk Management, Swaps, Credit Derivatives
Education
Fordham University 2010 — 2011
Master of Science (MS), Finance, General
Institute of Mathematics, Chinese Academy of Sciences 2004 — 2010
Ph. D, Mathematics
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2008 - October 2014
BMO Capital Markets May 2006 - November 2008
RBC Capital Markets January 2005 - May 2006
CIBC World Markets May 2002 - November 2004
Manulife Financial May 2001 - May 2002
Skills
Human Resources, Investments, Travel Arrangements, Time Management, Customer Service, Microsoft Word, Outlook, Administrative..., Management
Education
George Brown College 1999 — 2001
Diploma, Human Resources Management and Services
RBC Capital Markets June 2015 - Present
Compass Lexecon March 2015 - May 2015
Compass Lexecon June 2013 - March 2015
Morgan Stanley Wealth Management December 2012 - May 2013
The Dominion Group May 2012 - November 2012
Education
Florida State University 2009 — 2013
Bachelor's degree, Finance and Economics
TD Securities January 2012 - Present
RBC Capital Markets 2004 - 2011
Morgan Stanley 1997 - 2004
Capital Advisors, Inc. 1990 - 1997
Skills
Prime Brokerage, Securities Lending, Electronic Trading, Equities, Hedge Funds, Relationship Management, Financial Services, Derivatives, Cash Management, Trading, Series 7
Education
Franklin & Marshall College
BA, Business Administration
RBC Capital Markets May 2007 - Present
Morgan Stanley October 2006 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Series 7, Series 63, Proficient in Bloomberg, Proficient in Microsoft...
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Masters of Business Administration, Concentration in Finance and Management
Florida State University 2001 — 2005
Bachelor of Science, Communication; Minor in Business
RBC Capital Markets March 2015 - Present
Do You Tea LLC June 2013 - March 2015
Mizuho Securities USA Inc. February 2011 - August 2014
Deutsche Bank May 2010 - February 2011
Deutsche Bank July 2009 - May 2010
Deutsche Bank September 2008 - July 2009
Skills
Economics, Microsoft Office, MBS, Writing, Fixed Income, Bonds, Capital Markets, Equities, Securities, Bloomberg, Series 7, Back Office, Prime Brokerage, Settlement
Education
Florida State University 2003 — 2008
Bachelor of Science (B.S.), Applied Economics
UBS January 2015 - Present
UBS February 2010 - January 2015
CIBC World Markets 2005 - 2009
RBC Capital Markets 2004 - 2005
Citi 2000 - 2004
Cendant Mortgage 1998 - 2000
Education
Fordham University
Master of Arts (M.A.), Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
Hamilton College
Bachelor of Arts (B.A.), Psychology
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
RBC Capital Markets November 1997 - Present
Skills
Trading Systems, Fixed Income, Derivatives, Investment Banking, Capital Markets, Equity Derivatives, Credit Derivatives, Prime Brokerage, Structured Products, Interest Rate..., Electronic Trading, Swaps, Middle Office, Market Data, Market Risk, FX Options, Reference Data, Money Market, Equity Trading, Bonds
Education
Fairleigh Dickinson University
Master of Business Administration (M.B.A.), Finance, General
Fairleigh Dickinson University
Master of Science (M.S.), Computer Science
New Jersey Institute of Technology
Bachelor of Science (B.S.), Electrical and Electronics Engineering
RBC Capital Markets April 2010 - Present
Ohio Air National Guard March 1991 - Present
Capmark April 2006 - April 2010
Skills
Asset Management, Construction Management, Risk Management, Financial Modeling, Budgets, Contract Management, Portfolio Management
Education
Franklin University 1991 — 1997
Bachelor of Science (BS), Business Management, Marketing