RBC Global Asset Management
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RBC Global Asset Management Employees
Points July 2014 - Present
RBC Global Asset Management January 2012 - November 2013
RBC August 2011 - January 2012
BMO Capital Markets March 2011 - July 2011
Skills
Investments, Financial Analysis, Banking, Financial Modeling, Mutual Funds, Risk Management, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Reporting, Business Strategy, Economics, Finance, Leadership, Business Process, Teamwork, Financial Risk, Management
Education
McMaster University
MBA (Part-Time), Economics, Accounting, Finance, Strategy, Valuation
Canadian Securities Institute 2012 — 2013
CSC
The Marquee Group 2011 — 2011
Financial Modeling in Excel
University of Guelph
B.Comm, Management Economics in Industry and Finance
Eldorado Gold Corporation July 2015 - Present
RBC Global Asset Management October 2014 - February 2015
One Earth Future Foundation May 2014 - August 2014
Ashraya Initiative for Children at McGill University September 2013 - May 2014
Grace Rwanda Society April 2013 - August 2013
Skills
International Relations, International..., Research, NGOs, Public Policy, Diplomacy, Economics, Nonprofits, Human Rights, Fundraising
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
MSc Candidate - Development Management, Development Economics and International Development
McGill University 2010 — 2014
Bachelor of Arts (B.A.), International Development and Economics
UCL 2012 — 2012
International Exchange Program, International Relations and Affairs
RBC Global Asset Management April 2015 - Present
RBC Global Asset Management March 2014 - April 2015
AGF Management Limited January 2013 - February 2014
BMO Nesbitt Burns December 2011 - April 2012
Q2 Sports & Entertainment September 2008 - May 2010
Skills
Sales, Mutual Funds, Marketing, Financial Services, Analysis, Event Management, Investments, Customer Satisfaction, Management, Leadership, Wealth Management, CRM, Banking, Teamwork, Business Development, Portfolio Management
Education
Simon Fraser University 2005 — 2010
Bachelor's degree, Communication
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices Handbook
Barclays May 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
RBC Dominion Securities May 2012 - August 2012
Skills
Teamwork, Marketing, Leadership, Strategy, Finance, Time Management, Sales, Event Planning, Public Speaking, Valuation, Microsoft Excel, Business Development
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2015
Sir Winston Churchill Secondary School 2009 — 2011
RBC Dominion Securities February 2014 - Present
RBC Global Asset Management August 2009 - February 2014
Marlin Travel March 2006 - February 2007
UNIGLOBE Geo Travel August 2003 - June 2005
Skills
ETFs, Investment Strategies, Investments, Wealth Management, Mutual Funds, Employee Training, Financial Planners, Compliance, Events Coordination, Office Administration, Business Travel, Team Leadership, Investment Advisory, Investment Management, Asset Allocation, Securities, Management
Education
Grant Macewan University 2002 — 2003
Travel and Tourism
SAP September 2015 - Present
RBC Global Asset Management January 2015 - September 2015
RBC August 2013 - December 2014
Bell March 2009 - July 2013
TELUS July 2007 - June 2008
New Approach/Psychological Counselling Clinic July 2005 - September 2006
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Strategic Financial..., Financial Accounting, Investments, Banking, Auditing, Valuation, Microsoft Excel, Risk Management, Finance, Equities
Education
Douglas College 2007 — 2014
Bachelor of Business Administration (BBA), Finance
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
Winslow Capital Management 2009 - Present
RBC Global Asset Management 2004 - 2009
Goldman Sachs December 1998 - May 2004
Voyageur Asset Management December 1991 - December 1998
Education
Wharton School, University of Pennsylvania 2000 — 2001
CIMA, Certified Investment Management Analyst
University of Maine 1981 — 1985
BS, Finance/Economics
BMO Global Asset Management May 2015 - Present
RBC Global Asset Management September 2013 - April 2015
AGF Management Limited June 2005 - September 2013
Richardson GMP August 2003 - June 2006
Investors Group Financial Services Inc. March 2001 - August 2003
Investors Group Financial Services Inc. May 1996 - March 2001
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning
Education
University of Manitoba 1992 — 1997
Kuube Real Estate Advisors 2012 - Present
Tiffany & Co. 2011 - 2012
BMO Financial Group 2006 - 2010
Canaccord Genuity Wealth Management (Canada) 2005 - 2006
Norshield Financial Group 2004 - 2005
RBC Global Asset Management 2003 - 2003
BMO Financial Group 1998 - 2002
Skills
Sales Management, Financial Services, Outlook, PowerPoint, Microsoft Excel, Training, Coaching Staff, English, Wealth Management, Investment Advisory, Retirement Planning, Strategic Financial..., Banking, Reporting & Analysis, Business Development, Customer Service, Management, Investments, Portfolio Management, Mutual Funds, Finance, Risk Management, Asset Management, Relationship Management
Education
Simon Fraser University 2002 — 2004
Master of Business Administration (M.B.A.)
Queen's University 1994 — 1998
Bachelor's Degree, Economics and Life Sciences
York House School
BlackRock August 2015 - Present
University of Pennsylvania Economics Department September 2012 - May 2015
Moelis & Company June 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
Toronto Health Economics and Technology Assessment (THETA) Collaborative June 2012 - September 2012
SickKids July 2009 - August 2011
Skills
Teaching, Mathematics, Research, Statistics, Excel/VBA, Data Analysis, Clinical Research, Microsoft Excel, SAS, PowerPoint, Economics, Public Speaking, Science, Microsoft Word, Immunology, International Marketing, SPSS, VBA, Qualitative Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.Sc. Economics, Concentration in Statistics, Minor in Mathematics, Magna Cum Laude
HEC School of Management 2013 — 2013
Fall Semester Exchange
Northern Secondary School 2007 — 2011
Bank of America Merrill Lynch June 2015 - Present
Macalester College Student Government September 2014 - December 2014
RBC Global Asset Management June 2014 - August 2014
RBC Wealth Management October 2013 - May 2014
Macalester College Registrar's Office September 2012 - August 2013
Education
Macalester College 2012 — 2016
Bachelor's Degree, Economics
Google July 2014 - Present
RBC Global Asset Management August 2011 - July 2014
AME Learning May 2011 - August 2011
York University May 2010 - May 2011
DesignAxiom Ltd. December 2008 - July 2009
RBC April 2008 - August 2008
Alfield Industries September 2007 - January 2008
RBC Capital Markets January 2007 - May 2007
Martinrea International June 2006 - September 2006
Skills
Web Design, Programming, User Interface Design, Web Development, HTML, Flash Animation, CSS, Technical Support, PHP, Flash, Branding & Identity, Servers, JavaScript, CMS, Systems Analysis, Training, Digital Strategy, XML, SEO, Project Management, User Experience Design, jQuery, Agile Methodologies, HTML 5, WordPress, User Experience, Web Analytics, Business Analysis, MySQL, Dreamweaver, Troubleshooting, Interaction Design, Photoshop, SDLC, C#, Requirements Analysis, Database Design, Google Tag Manager, Google Adwords, Dynamic Remarketing, Remarketing, Start-ups, Start-up Ventures, Google Products, Conversion Tracking, Technical Writing, Google Analytics, HTML5
Education
York University 2009 — 2012
Bachelor's degree, Philosophy
Sheridan College 2005 — 2008
Advanced Diploma: Computer Systems Technology - Systems Analyst
Samlex America January 2015 - Present
RBC Global Asset Management July 2010 - January 2015
Sycroniz Design Group March 2008 - May 2014
EcoFert Inc. January 2010 - May 2010
Skills
Strategic Design, Graphic Design, Branding, Corporate Identity, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Microsoft Office, Graphics, Layout, Proofreading, Quality Control
Education
Universidad Vasco de Quiroga, A.C. 2010 — 2012
Master's degree, Strategic Graphic Design
Universidad Vasco de Quiroga, A.C. 2003 — 2007
Bachelor's degree, Graphic Design
RBC Global Asset Management February 2014 - Present
Phillips, Hager & North Investment Management RBC Global Asset Management Inc. September 2011 - January 2014
Phillips, Hager & North Investment Management RBC Global Asset Management Inc. March 2010 - August 2011
CIBC Canadian Imperial Bank of Commerce July 2008 - March 2010
The Home Depot Canada September 2006 - March 2010
Skills
Financial Analysis, Financial Modeling, Business Analytics, Project Management, Portfolio Performance..., Equities Technology, Equity Trading, Financial Reporting, SQL, Microsoft Excel, Mutual Funds, Fixed Income, Investments
Education
Simon Fraser University 2004 — 2009
Bachelor of Business Administration (BBA),, Finance
Canadian Securities Institute
Canadian Securities Certificate (CSC)
CFA Institute
CFA, Level 3 Candidate
David Thompson Secondary
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
Black Creek Investment Management Inc. May 2014 - Present
RBC Global Asset Management March 2010 - March 2014
RBC Phillips, Hager & North Investment Counsel 2008 - 2009
Bishop's University 2008 - 2008
By Chadsey's Cairns Winery May 2007 - September 2007
Deloitte 2007 - 2007
Skills
Mutual Funds, Portfolio Management, Investments, Wealth Management, Investment Strategies, Leadership, Accounting, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, ETFs, Insurance, Equities, Social Finance, Asset Managment, Fixed Income, Financial Analysis, Securities, Wealth Management..., Relationship Management, Financial Accounting
Education
CFA Institute
Chartered Financial Analyst
Bishop's University 2004 — 2008
BBA, with Distinction, Finance & Economics
Williams School of Business, Bishop's University 2004 — 2008
Bachelor of Business Administration (BBA) with Distinction, Concentration Finance; Economics
Spark Technology Inc March 2015 - Present
RBC Global Asset Management October 2013 - February 2015
Digital Payment Technologies March 2013 - October 2013
D3 Security Management Systems May 2012 - February 2013
IBM Toronto Lab September 2011 - December 2011
Skills
Java, JavaScript, Microsoft SQL Server, Linux, .NET, C, UML, Perl, jQuery, AJAX, C++, PHP, Crystal Reports, OOP, HTML + CSS, Python, Matlab, Design Patterns, C# 4.0, T-SQL, jQuery UI, Django, .NET Compact Framework, Google App Engine, QA Engineering, Shell Scripting, JIRA, Agile Project Management
Education
The University of British Columbia 2011 — 2012
Master of Software Systems, Computer Software Engineering, 4.0/4.0
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
RBC Global Asset Management June 2014 - September 2014
RBC Global Asset Management August 2013 - May 2014
Riteway Landscaping and Lawncare Services May 2013 - August 2013
PrimeTime Sports & Entertainment Inc. April 2012 - November 2012
Exsportise Marketing Inc. April 2012 - November 2012
Frontier – Wolseley HVAC / R Group 2009 - 2012
Abbey Irrigation and Landscape Lighting 2007 - 2008
Education
Holy Trinity Catholic Secondary School
The University of Western Ontario - King's University College
Bachelor of Arts (BA), Economics
RBC Global Asset Management April 2014 - Present
RBC Wealth Management January 2010 - April 2014
RBC Royal Bank September 2008 - December 2009
Tennis Canada February 2006 - September 2008
Skills
Strategic Financial..., Investments, Mutual Funds, Wealth Management, Customer Service, Sales Management, Retirement Planning, Coaching
Education
McGill University 2001 — 2005
BA, Social Studies of Medicine, Sociology
Trinity College School 1997 — 2001
Sikadime May 1995 - Present
La Tan - Welland June 2013 - October 2014
Apple Inc Canada August 2012 - August 2014
RBC Global Asset Management October 2013 - July 2014
Stage Life Music Group May 2013 - July 2014
The Canadian Academy of Recording Arts and Sciences/The JUNO Awards October 2010 - 2014
Skills
Customer Service, Event Planning, Film, Music, Recording, Social Media, Sound, Time Management, Video, Event Management, Entertainment, Social Networking, Hip Hop, Social Media Marketing, DJ
Education
Niagara College 2012 — 2014
Diploma, Technical and Scientific Communication
Trillium College 2010 — 2012
Diploma, Social Work
Niagara College 2009 — 2010
Psychology, Social Sciences
Oxford Seminars 2009 — 2009
Diploma, Teaching English as a Second or Foreign Language/ESL Language Instructor
Audio Institute of America 2004 — 2005
Diploma, Recording Arts Technology/Technician
Recording Arts Canada 2002 — 2003
Diploma, Audio Engineering & Multimedia Production
Dundee Corporation January 2015 - Present
RBC Global Asset Management November 2013 - January 2015
Endeavour Marketing/BT/A July 2008 - September 2013
Big Image 2006 - 2008
The Marketing Channel 2005 - 2006
Grip Limited 2005 - 2006
Freelance consulting January 2003 - December 2005
LoweRMP January 2002 - August 2004
Harrod & Mirlin/FCB November 1996 - January 2001
Marketing Drive Worldwide 1997 - 2001
Skills
Art Direction, Creative Direction, Graphic Design, Advertising, Integrated Marketing, Superior Client Service, Print Production Process, Management Consulting, Sales Promotion, Direct Mail Campaigns, Corporate Communications, Corporate Branding, Graphics, Direct Mail, Corporate Identity, Outdoor Advertising, Brand Development, Typography, Brochures, Creative Strategy, Art, Interactive Advertising, Concept Development, Direct Marketing, Adobe Creative Suite, Digital Strategy, Branding, Layout, Logo Design, Pre-press, InDesign, Email Marketing, Digital Marketing, Digital Media, Online Marketing, Collateral, Mac, Online Advertising, Interaction Design, Branding & Identity, Image Manipulation, QuarkXPress, Web Design, Marketing Strategy, Social Media Marketing, Social Media, Marketing Communications, Strategy, Brand Management, Marketing
Education
George Brown College 1994 — 1995
Diploma, Graphic Design- commercial art
University of Waterloo 1990 — 1994
Hons BFA, Fine Arts Studio Specialization
University of Waterloo 1990 — 1994
Honours BA, Studio Specialization
RBC Global Asset Management May 2014 - Present
Ryerson Capital Markets Group December 2011 - Present
Skills
Microsoft Excel, PHP, SQL, Microsoft Office, R, C++, HTML, Xcode, Financial Modeling, VBA, Bloomberg, Derivatives, Capital Markets, Investments, Customer Service, Equity Research, Financial Analysis, Teamwork, Time Management
Education
Ryerson University 2010 — 2014
Bachelor of Commerce, Finance
BNP Paribas January 2013 - Present
Raymond Chabot Grant Thornton October 2011 - January 2013
Deloitte Canada October 2009 - October 2011
RBC Wealth Management January 2006 - January 2009
RBC Global Asset Management July 2004 - January 2006
Skills
Strategic Financial..., Finance, Financial Risk, Financial Services, Consolidation, Financial Audits, Financial Statements, Account Reconciliation, Due Diligence
Education
Université du Québec à Montréal 2009 — 2010
D.E.S.S, Comptabilité Profil C.A
Université du Québec à Montréal 2006 — 2009
Bachelor, Accounting
State Street April 2013 - Present
NDM Legal May 2012 - April 2013
RBC Global Asset Management December 2009 - September 2011
Bank of America August 2006 - December 2009
State Street Bank July 1998 - July 2006
Goodwin Procter LLP September 1995 - July 1998
Skills
Hedge Funds, Investment Management, Infrastructure, Alternative Investments, Asset Managment, Private Equity, Securities, Investments, Equities, Due Diligence, Investment Advisory
Education
Cornell Law School 1992 — 1995
JD
Tufts University 1988 — 1992
BA, History and Classics
Deloitte Canada May 2015 - Present
Target April 2014 - January 2015
Sears Canada February 2011 - March 2014
Polar Mobile 2010 - 2010
RBC Global Asset Management 2009 - 2010
Fairmont-Raffles-Swissotel 2005 - 2009
GCI Canada 2004 - 2004
Skills
Event Management, Event Planning, CRM, Customer Service, Sales, Project Planning, Meeting Planning, Hotels, Hospitality Industry, Leadership, Critical Thinking, Time Management, Troubleshooting, Research, Oral & Written..., Presentations, Word Processing, Spreadsheets, Diary Management, Relationship Management, Online Research, Expense Management, Communication, Marketing, Marketing Communications
Education
Seneca College of Applied Arts and Technology 2001 — 2003
Great Prairie Energy Services Inc. November 2013 - Present
Storm Mountain Capital Partners February 2013 - Present
Private Equity Firm August 2011 - January 2013
Enerplus September 2003 - July 2011
RBC Global Asset Management July 2001 - January 2003
Education
CFA Institute
CFA Charterholder
Royal Roads University 1999 — 2000
B. Com., Entrepreneurial Management
University of Calgary 1994 — 1999
B.Sc., Biological Sciences
RBC Global Asset Management March 2015 - Present
Advantus Capital Management July 2010 - March 2015
RBC Global Asset Management (U.S.) Inc. August 1993 - July 2010
Aegon USA Investment Management May 1990 - July 1993
Xerox 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Investments, Capital Markets, Equities, Mutual Funds, Securities, Investment Management, Bonds, Derivatives, Trading, Equity Research, Series 7, Asset Management, Structured Finance
Education
University of Iowa 1988 — 1990
MBA, Emphasis Investment Finance
Miami University 1981 — 1985
B.S. in B.A., Finance
Uken Games September 2015 - Present
RBC Global Asset Management May 2015 - August 2015
Sunnybrook Health Sciences Centre September 2014 - December 2014
Physicalytics Inc. November 2013 - March 2014
Skills
Microsoft Excel, Online Marketing, Leadership, Agile Project Management, Business Requirements, Time Management, HTML, PowerPoint, Research, Requirements Analysis, WordPress, New Customer..., Microsoft Word
Education
Ryerson University 2013 — 2018
Bachelor of Commerce (B.Com.), Business Technology Management
Unionville High School 2012 — 2013
Putnam Investments June 2015 - Present
RBC Global Asset Management May 2014 - August 2014
Blue Hen Investment Club September 2013 - May 2014
Cafe gelato January 2013 - January 2014
Camp Avoda June 2013 - August 2013
Skills
Microsoft Excel, Time Management, Access, Public Speaking, Research, Big Brother, Knowledge Sharing, Morningstar Direct, Series 6, Series 63, Leadership, Teamwork
Education
University of Delaware 2011 — 2015
RBC Global Asset Management August 2013 - Present
RBC Royal Bank February 2011 - July 2013
RBC August 2010 - May 2011
RBC June 2009 - August 2010
RBC Insurance January 2008 - May 2009
Skills
Media Relations, Issues Management, Corporate Communications, Public Relations, Communications Planning, Writing, Media Planning, Press Releases, Reputation Management, Strategic Communications, Strategic Planning, Speech Writing, Marketing, Internal Communications, Crisis Communications, Communication Training, Public Affairs
Education
Ryerson University 2006 — 2007
Post-Graduate Program, Public Relations
York University 2001 — 2005
Honours BA, Communications
RBC Global Asset Management March 2015 - Present
Bank of America May 2010 - March 2015
Columbia Managment 2002 - 2010
Massachusetts State Senate May 2001 - May 2002
Skills
Wheaton Alumnae/i Board..., Asset Management, Project Management, Financial Services, Sales, Social Media, Product Marketing, Investments, Time Management, Marketing, Microsoft Office, Leadership, Analysis, Management, Finance, Strategy
Education
Boston University 2003 — 2006
M.S., Finance & Economics
Wheaton College (MA) 1995 — 1999
B.A., English Literature & Creative Writing and American Studies
RBC Global Asset Management September 2013 - January 2015
RBC Global Asset Management May 2013 - August 2013
The University of British Columbia September 2012 - April 2013
The University of British Columbia September 2012 - April 2013
RBC Dominion Securities April 2012 - August 2012
Me Inc. Conference April 2011 - June 2012
UBC Case Competition Club September 2010 - May 2012
Skills
Financial Analysis, Portfolio Management, Teamwork, Investment Banking, Securities, Financial Modeling, Sales, Asset Allocation, Equity Trading, Equity Research Analysis, Equity Valuation, Cost Control, Benefit Cost Analysis, Data Validation, Operational Cost..., Linear Regression, Close Attention to..., Communication, Quantitative Research, Public Speaking
Education
The University of British Columbia 2010 — 2015
Sauder School of Business: Bachelor of Commerce, Finance & Accounting
R.C Palmer Secondary School 2006 — 2010
RBC Global Asset Management October 2014 - Present
First Asset June 2012 - September 2014
RichmondPath Consulting July 2011 - September 2014
Schulich School of Business March 2013 - March 2014
Industrial Products Firm December 2009 - October 2010
Fidelity Investments May 2008 - July 2009
Fidelity Investments February 2007 - April 2008
Fidelity Investments May 2006 - January 2007
Bank of Montreal July 2000 - November 2004
Education
York University - Schulich School of Business 2009 — 2011
MBA, Finance
Ryerson University 2000 — 2004
B,Comm., Information Technology Management
CFA Institute
CFA program
RBC Global Asset Management January 2013 - Present
CIBC (Business Banking Technology) January 2011 - January 2013
Consumer Impact Marketing September 2006 - January 2011
Tertec Enterprises Inc May 2006 - September 2006
NRS Geospatial January 2002 - January 2005
Sepehr Company 2001 - 2002
Nobaharan Rayaneh Ltd 1998 - 2001
Melli University 1994 - 1998
Skills
People management, Project Planning, Technical Lead, Microsoft SQL Server, .NET, XML, ASP.NET, SQL, Visual Studio, IIS, VB.NET, T-SQL, C#, VSS, SQL Server, Application Development, Agile Methodologies
Education
Seneca College of Applied Arts and Technology 2005 — 2006
Post Graduate Certificate, Database Application Developer
Melli University
Bachelor of Science, Applied Physics
RBC Global Asset Management August 2014 - March 2015
BlueShore Financial May 2013 - July 2014
ScotiaMcLeod April 2011 - April 2013
North Shore Credit Union October 2010 - April 2011
Skills
Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management
Education
Simon Fraser University 2006 — 2010
Bachelor of Arts, Economics
RBC Global Asset Management March 2011 - Present
RBC Wealth Management 2009 - 2011
Phillips, Hager & North 2001 - 2009
Skills
Corporate Communications, Financial Services
Education
The University of British Columbia 1990 — 2004
JEF Event Services 1997 - Present
Wellness Realization 2012 - 2013
RBC Global Asset Management January 2012 - December 2012
York Region Arts Council November 2010 - April 2011
Wee Watch Child Care April 1995 - November 2005
Skills
Event Management, Event Planning, Trade Shows, Marketing, Marketing Communications, Sponsorship, Advertising, Corporate Events, Social Media, Management
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Diploma, Certification, Marketing, Event Marketing Management
Centennial College
Developmental Services Worker
Georgian College
Early Childhood Education
Manitoba Childcare Association
Childcare Worker III
Seneca College of Applied Arts and Technology
Business Administration - MicroComputer Accounting
University of Waterloo
Psychology, Marketing
Hartford Investment Management June 2012 - Present
Hartford Investment Management February 2011 - June 2012
Aviva Investors June 2007 - February 2011
RBC Global Asset Management May 2006 - August 2006
Lurgi July 2002 - June 2005
Skills
Derivatives, Portfolio Management, Quantitative Finance, Fixed Income, Capital Markets, Hedge Funds, Risk Management, FX Options, Financial Risk, Credit Risk, Structured Products, Credit Derivatives, Quantitative Analytics, Interest Rate..., Structured Finance, Alternative Investments, Investment Management, ALM, Due Diligence, Asset Allocation
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2007
MBA, Finance, Investments
Indian Institute of Technology, Delhi 1997 — 2002
Masters/Bachelors, Chemical Engineering
Deutsche Bank March 2015 - Present
Brown Daily Herald Inc. December 2013 - December 2014
RBC Global Asset Management July 2014 - September 2014
Brown Daily Herald Inc. January 2013 - December 2013
Skills
Politics, Journalism, Copy Editing, Editing, Feature Articles, Blogging, Political Science, International Relations, Research, Social Media, Web Design, HTML, AP Style, News Writing, Leadership
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, International Relations (Eastern Europe)
Nevsky Institute 2013 — 2013
Language-intensive study abroad program, Russian Language and Literature
RBC Global Asset Management July 2015 - Present
RBC Global Asset Management August 2013 - Present
CIBC April 2011 - July 2013
CIBC February 2009 - April 2011
Breakout Educational Network August 2008 - May 2009
Skills
Communications Planning, Media Relations, Corporate Communications, Internal Communications, Strategic Communications, Press Releases, Speech Writing, Crisis Communications, Marketing Communications, Public Relations, Web Content, Reputation Management, Community Development, Social Media, Editing, Publicity, Journalism, Blogging, Corporate Social..., Crisis Management, New Media, Internal, Stakeholder Engagement, Public Affairs, Copywriting, Content Management, Communication Training, Newsletters
Education
Canadian Securities Institute 2008 — 2008
CSC & CPH
Western University 2007 — 2008
MA, Journalism
Queen's University 2002 — 2006
BAH, Political Science
RBC Global Asset Management September 2012 - Present
CPP Investment Board January 2012 - April 2012
Bank of Canada January 2010 - August 2011
Centre for the Study of Living Standards June 2009 - January 2010
Skills
Matlab, Quantitative Finance, Excel, Statistics, Economics, Research, Microsoft Office, Econometrics, Quantitative Research, Macroeconomics, Microsoft Excel, Financial Risk
Education
University of Toronto 2011 — 2012
Master of Mathematical Finance
Dalhousie University 2005 — 2009
BSc. (Honours), Economics and Mathematics
RBC Global Asset Management July 2012 - Present
International Languague School of Canada March 2011 - July 2012
La Vie En Rose September 2010 - February 2011
Agilita Marketing June 2002 - May 2005
Agilita Marketing February 2000 - May 2002
Skills
Customer Service, Microsoft Office, Teamwork, Word, Excel, Customer Relations, Negotiation, PowerPoint, Team Leadership, Advertising, Social Media Marketing, Retail, Problem Solving, Social Media, Administration, Marketing Strategy, Marketing Communications, Market Research, Outlook, Market Planning, English, Event Management, Coaching, Microsoft Excel, Event Planning
Education
Universidade para o Desenvolvimento do Estado e da Região do Pantanal 2000 — 2004
Bachelor of Arts - Marketing and Advertising
RBC Global Asset Management 2015 - Present
Western Potash Corp. 2011 - 2015
Kaplan Test Prep and Admissions 2009 - 2011
Noomii Enterprises Inc March 2007 - March 2009
PIMCO 2009 - 2009
Lazard Asset Management 2006 - 2007
UBS Global Asset Management 2005 - 2006
Phillips, Hager & North 2001 - 2005
Skills
Project Management, Management, Strategic Planning, New Business Development, Leadership, Business Process..., Change Management, Stakeholder Management, CRM, Start-ups, Budgets, Proposal Writing, Financial Modeling, Operational Execution, Mining, Strategy, Consulting
Education
Queen's University 1997 — 2001
BA Honours
PIMCO March 2012 - Present
RBC Global Asset Management November 2008 - March 2012
PMI Canada January 2008 - August 2008
TD Asset Management 2005 - 2008
TD Canada Trust 2000 - 2005
Skills
Wealth Management, Mutual Funds, Event Planning, Portfolio Management, Investments, Investment Strategies
Education
King's University College 1994 — 1998
MeetVibe, Inc. August 2015 - Present
Intellivestor Ventures, Inc. October 2014 - Present
RBC Global Asset Management August 2008 - July 2015
CIBC December 2005 - August 2008
CIBC, Card Products March 2002 - December 2005
Various Roles January 1997 - February 2002
Skills
Digital Marketing, Social Networking, Web 2.0, Digital Media, Blogging, Asset Management, Investment Management, Enterprise 2.0, Knowledge Management, Web Services, Marketing Strategy, Web Strategy, Web Analytics, Strategic Planning, Social Media, Problem Solving, Online Marketing, Operations Management, Operational Excellence, Digital Strategy, Investors, Transformation, Online Branding, Online Advertising, Asset Managment, Public Speaking, Web Development, Strategy, Leadership, Business Strategy, Investments, Entrepreneurship, User Experience, Program Management, Project Management, Management, Web Design, Cross-functional Team..., Marketing, Start-ups, Analytics, Portfolio Management, Web Marketing, Competitive Analysis, Market Research, Integrated Marketing, Mutual Funds, New Media
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Executive Education
University of Wales, Cardiff 2010 — 2013
MBA, Business Administration
Canadian Marketing Association 2006 — 2007
E-Marketing
Ryerson University 2002 — 2005
Web Application Developer
1995 — 2000
BSc, Engineering, Computer Science
RBC July 2014 - Present
CV Consulting 2011 - July 2014
USCI February 2004 - June 2010
RBC Global Asset Management November 2000 - January 2004
Scotia Capital February 2000 - October 2000
RBC December 1998 - January 2000
Investment Dealers Assocation June 1997 - December 1998
Price Waterhouse January 1995 - June 1997
Skills
Financial Modeling, Strategy, Financial Analysis, Mergers & Acquisitions, Risk Management, Management, Finance, Financial Services, Forecasting, Business Planning, Strategic Planning, Leadership, Investments, Change Management, Internal Audit, Team Building, Mergers, Enterprise Risk..., Performance Management, Securities, Competitive Analysis, Project Planning, Wealth Management
Education
McGill University 1986 — 1992
BSc (Agricultural Economics) 1990 ; Graduate Diploma in Public Accounting (1992)
RBC Global Asset Management June 2015 - Present
United States Senate September 2014 - December 2014
Spruce Mortgage May 2013 - August 2013
Burlington Planning Commission July 2012 - July 2013
Skills
Business Strategy, Public Services, Comprehensive Planning, Volunteering, Small Boat Operations, Marinas
Education
The George Washington University - School of Business 2013 — 2017
Bachelor’s Degree, Finance, General
RBC Global Asset Management July 2013 - Present
BBVA Bancomer September 2009 - December 2011
BBVA Bancomer January 2008 - September 2009
Deloitte- Centro de Información January 2007 - January 2008
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Finance, General
CFA Institute 2010 — 2010
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor in Economics, Finance, Economics
Hanken Swedish School of Economics and Business Administration 2006 — 2006
RBC Global Asset Management August 1999 - Present
U.S. Bank October 1994 - August 1999
Skills
Mutual Funds, Asset Allocation, Investments, Asset Managment, Investment Strategies, Portfolio Management, Wealth Management, Fixed Income, Investment Management, Bloomberg, Investment Advisory, Performance Attribution, Asset Management, Securities
Education
College of St. Catherine
Financial Economics
RBC Global Asset Management April 2012 - Present
Jefferies & Company September 2007 - February 2011
Credit Suisse April 2005 - March 2007
Bank of New York June 2000 - April 2005
Skills
IT Strategy, Business Analysis, Portfolio Management, Business Intelligence, Management, Enterprise Data..., Risk Management, Team Leadership, Leadership, Project Management, Data Analysis, Software Development, Start-ups, Enterprise Risk..., Credit Risk, Program Management
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2000
MBA
The University of British Columbia 1988 — 1992
BComm
Matson Driscoll & Damico Ltd. March 2012 - Present
RBC Global Asset Management May 2010 - March 2012
Mackie Research Capital June 2008 - May 2010
Education
Ryerson University 2005 — 2010
BCOMM, Accounting
Sharp HealthCare May 2014 - Present
Celgene April 2014 - April 2014
Illumina July 2013 - December 2013
Kaiser Permanente August 2012 - June 2013
CareFusion October 2010 - August 2012
LPL Financial April 2010 - October 2010
LPL Financial October 2007 - December 2008
San Diego Chargers Football Co. April 2007 - September 2007
SunGard 2006 - 2007
RBC Global Asset Management January 2004 - July 2006
Skills
ScrumMaster Training, MS Project, Microsoft Excel, Outlook, Microsoft Word, Planview, SAP, SharePoint, PowerPoint, Portfolio Management, Leadership, Resource Management, Social Media, Sales, Analysis, Financial Analysis, Vendor Management, Public Speaking, Risk Management, Visio, Asset Managment, Project Portfolio..., Project Management, Training, Microsoft Office, Data Analysis, Software Project..., Budgets, Program Management, Customer Service, Product Management, Business Analysis, Strategic Planning, Team Leadership, Finance, Management, Banking, Investments, Project Planning, Business Process..., Research, Team Building, Process Improvement, Access, Team Management, Microsoft Project
Education
University of St. Thomas 2004 — 2006
Master of Business Administration (MBA), Management
Metropolitan State University 2003 — 2003
Management Information Systems, General
College of St. Benedict 1996 — 2000
BA, Management
Robbinsdale Neil Armstrong High School
RBC Wealth Management September 2014 - Present
Fidelity Investments October 2012 - December 2013
KaneffGolf May 2008 - August 2012
RBC Global Asset Management May 2011 - August 2011
Sotheby's May 2010 - August 2010
RBC Dominion Securities June 2007 - August 2007
Skills
PowerPoint, Time Management, Investments, Microsoft Office, Research, Event Management, Event Planning, Public Speaking, Microsoft Word, French, Social Media, Editing, Sales, Customer Service, Customer Satisfaction, Social Networking, International Relations, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teamwork, Social Media Marketing, Market Research, Facebook, Marketing Communications, Leadership, Marketing
Education
Queen's University 2008 — 2012
Bachelor of Arts (BA), Art History, International Studies Certificate
Humber College 2014 — 2014
Post Graduate Certificate, Marketing Management, Honours
Bader International Study Centre 2007 — 2008
Bachelor's degree, International Studies
RBC Global Asset Management March 2014 - Present
Freelance / Graphic Design Services March 2011 - February 2014
DxO Labs May 2013 - September 2013
Milpix November 2012 - March 2013
Optimal Print SA June 2011 - September 2012
Endeavour Marketing January 2010 - February 2011
Taxi Canada November 2006 - August 2009
The BrainStorm Group 2003 - 2006
Skills
DoubleClick Studio, Typography, Layout, Image Manipulation, Art Direction, Pre-press, Illustrator, Advertising, Print Production, Illustration, Web Design, Graphics, InDesign, Graphic Design, Art, Color Correction, Production, Direct Mail, Brochures, Posters, Photoshop, Invitations, QuarkXPress, Retouching, Typesetting, Adobe Acrobat, Mac, Corporate Identity, Logo Design, Photography, Digital Marketing, Print
Education
Algonquin College of Applied Arts and Technology 1997 — 1999
Creative Advertising
RBC Global Asset Management June 2003 - Present
Fonds Clarington November 2001 - May 2003
Fidelity Investments March 2000 - October 2001
Fidelity Investments 1999 - 2001
Brother International Corp January 1995 - June 1996
Royal Aviation Inc January 1993 - May 1995
Skills
Mutual Funds
Education
1990 — 1993
BA, communications
Université Concordia 1990 — 1993
Baccalauréat en Arts; Communications
Université Concordia 1990 — 1993
en Communications; Etudes des Médias
CEGEP Brebeuf 1988 — 1990
DEC, communications
Sonali Sharma Law June 2015 - Present
Upper Skeena Counselling Legal Assistance Society November 2014 - January 2015
Articled Student September 2013 - November 2014
EFAP-Vancouver Coastal Health October 2012 - August 2013
RBC Global Asset Management June 2011 - March 2012
Sterling Shoes LP 2012 - 2012
Family Services of Greater Vancouver October 2009 - May 2010
Alberta Cancer Board (Tom Baker Centre) October 2008 - March 2009
TD Bank Group May 2005 - May 2006
Skills
Fundraising, Customer Service, Research, Non-profits, Microsoft Office, Event Planning, Legal Writing, Legal Research, Public Relations, Time Management, Workshop Facilitation, Social Networking, Editing, Microsoft Excel, Corporate Governance, Volunteer Management, Administrative..., Community Outreach, Family Law, Management, Nonprofits, Policy, Public Speaking, Strategic Planning, Mediation, Legal Advice, Litigation, Dispute Resolution, Estate Planning, Contract Negotiation, Wills, Civil Litigation, Community Development, Preparation of Wills
Education
PLTC 2013 — 2013
Law
The University of British Columbia 2010 — 2011
NCA- National Committee on Accreditation, Law
University of California, Berkeley 2009 — 2010
Master of Laws (LL.M.), Intellectual Property Law, Honours
University of Leicester 2006 — 2008
Bachelor of Laws (LL.B.), Law, Upper Level Honours
The University of Calgary 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Sociology
RBC Global Asset Management September 2014 - December 2014
RBC September 2014 - December 2014
Ironwood Health and Wellness Centre December 2011 - December 2014
Angus Reid Institute June 2014 - September 2014
PepsiCo Canada January 2014 - May 2014
Gateway Theatre BC May 2013 - August 2013
Namkis Online Inc May 2012 - August 2012
ESL Explorer March 2012 - May 2012
The University of British Columbia January 2011 - April 2011
Skills
Recruiting, Teamwork, Leadership, Project Management, Social Media, Market Research, Time Management, Advertising and..., Customer Service, Change Management, Graphic Design, HRIS, Human Resources, Employee Relations, Onboarding, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
The University of British Columbia 2010 — 2015
Bachelor of Commerce (B.Com.), Co-op program
RBC Global Asset Management July 2015 - Present
RBC Global Asset Management January 2015 - June 2015
RBC Wealth Management July 2014 - December 2014
RBC Wealth Management January 2014 - June 2014
RBC Wealth Management August 2010 - December 2013
Skills
Financial Modeling, Bloomberg, Investment Strategies, Finance, Valuation, Equities
Education
University of Toronto 2015 — 2015
Continuing Studies in Business and Media Writing
Concordia Goodman Institute of Investment Management 2010 — 2013
Master's, MBA in Investment Management
McGill University 2006 — 2010
Bachelor of Science, Chemistry
Lorne Park Secondary School 2002 — 2006
Creditloans Canada Financing Inc. January 2015 - Present
Merchant Advance Capital Ltd. February 2014 - Present
Fader Mountain Sound Inc. January 2013 - 2014
Vogville September 2012 - September 2013
Vancouver Folk Festival 2012 2012 - 2012
RBC Global Asset Management July 2011 - October 2011
North by Northeast Conferences, Inc. June 2011 - June 2011
Indie Pool January 2011 - February 2011
PopMatters February 2010 - February 2011
Diatribe Magazine At Queen's University September 2008 - March 2010
Skills
Writing, Editing, Social Media Blogging, Social Networking, Editorial Skills, Magazine Writing, Corporate Communications, Content Management, Newsletters, Digital Marketing, Social Media Marketing, Music, Twitter M, Social Media, Marketing Communications, Social Ne, Recording, Google Adwords, Music Production, Audio Engineering, Creative Writing, Mixing, Studio Recording, Pro Tools, Sound Editing, Sound Mixing, Audio Post Production, Data Archiving, Video, WordPress, Google Analytics, Twitter Marketing, Facebook, Market Analysis, Facebook Marketing, Facebook Fan Page..., Facebook Fan Page..., Twitter
Education
The University of British Columbia 2014 — 2015
Certificate in Digital Content and Communications, Digital Content and Communications
Queen's University 2006 — 2010
B.A., History
Nimbus School of Recording Arts 2011 — 2012
Advanced Music Production and Engineering, Music Production, 94
Collingwood School 1996 — 2006
RBC Global Asset Management May 2015 - Present
RBC June 2013 - April 2015
RBC May 2012 - May 2013
Skills
Customer Service, Determined, Efficient, Flexible, Independent, Teamwork, Patient, PowerPoint, Word, Excel, Event Management, Microsoft Office, Public Relations, Cold Calling, Customer Relations, Time Management, Customer Satisfaction, Problem Solving, Negotiation, Telephone Skills, Planning, Supervisory Skills, Microsoft Word, Project Planning, Microsoft Excel, Investments, Finance, Sales, Marketing, Marketing Strategy, Social Networking, Training, Market Research, Coaching, Social Media, Banking, Financial Analysis, Risk Management, Portfolio Management, Financial Modeling
Education
McGill University 2012 — 2015
Graduate Diploma in Finance, Investment Banking Stream
Financial Planning Standards Council
Certified Financial Planner
Université de Montréal / University of Montreal 2008 — 2011
Bachelor of Science, Economics
UBS May 2015 - August 2015
RBC Global Asset Management September 2014 - December 2014
Q1 Capital Partners May 2014 - August 2014
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, VBA, Financial Modeling, Financial Analysis, Bloomberg Terminal, Time Management, Result Oriented, Communication, Public Speaking, Team Oriented, Networking, Self-confidence, Passion for Success, Mentoring, Self-development, Reading, Integrity, Investment Banking
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (BComm), Finance
Mary Ward Center for Self-Directed Learning 2008 — 2012
Ontario Secondary School Diploma
RBC Global Asset Management October 2013 - Present
Ryerson University January 2007 - February 2012
Ryerson University January 1991 - December 2006
Ryerson University January 1989 - December 1990
Skills
Customer Service, Account Reconciliation, Office Management, Staff Management, Staff Development, Budget Process, Accounts Receivable, Leadership, Team Management, Department..., Communication, Analytical Skills, PeopleSoft, Employee Training, Management, Finance, Microsoft Excel, Microsoft Office, Analysis, Process Improvement, Research
Education
York University 1980 — 1983
Bachelor's degree, Economics
Ryerson University
Certificate, Accounting and Finance
Ryerson University
Frontline Leadership, Parts 1 and 2
RBC Investor & Treasury Services May 2015 - August 2015
RBC Global Asset Management August 2014 - January 2015
Scotiabank January 2014 - April 2014
Geosam Capital Inc. April 2013 - July 2013
Skills
Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Time Management, Customer Service, Microsoft Excel, Access, Accounting, Financial Accounting, Financial Analysis, Public Speaking, Economics, Valuation, Financial Modeling
Education
Dalhousie University 2012 — 2016
Bachelor of Commerce (Co-op), Finance
Saint Ignatius of Loyola 2007 — 2011
High School degree
Mackie Research Capital September 2015 - Present
Mackie Research Capital July 2015 - August 2015
Dundee Capital Markets January 2013 - February 2015
Dundee Capital Markets October 2007 - December 2012
Dundee Capital Markets April 2006 - October 2007
RBC Global Asset Management September 2003 - March 2006
RBC Global Asset Management 2001 - 2003
RBC Global Asset Management 1999 - 2001
RBC Global Asset Management November 1997 - 1999
Skills
Fixed Income, Financial Modeling, Equity Valuation, Bloomberg, Equity Research, Capital Markets, Valuation, Equities, Investments, Hedge Funds, Research, Investor Relations, Securities, Financial Markets, Asset Management, Trading, Asset Allocation
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course (PDO)
Regis University 2000 — 2003
MBA
Queen's University 1994 — 1995
B Ed, Primary/Junior
Trent University 1990 — 1994
BA Honours, English Literature/Education
Ashbury College 1989 — 1990
High School Diploma
RBC Global Asset Management January 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2011 - December 2013
Wellington Management Company March 2011 - September 2011
Boston College 2010 - 2011
BlackRock October 2007 - September 2010
BlackRock December 2004 - September 2007
Susquehanna International Group October 2002 - December 2004
Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89
Drexel University - College of Business and Administration 1999 — 2004
BSBA, Concentration: Finance & Economics
RBC Royal Bank of Canada September 2015 - Present
RBC Global Asset Management May 2015 - Present
RBC Global Asset Management Phillips, Hager & North December 2014 - May 2015
SFU Business Administration Student Society March 2014 - May 2015
Metro Taekwondo Studios September 2011 - December 2014
Skills
Leadership, Time Management, Management, Team Building, Accounting, Event Planning, Marketing, Event Management, Taekwondo, Sales, Team Leadership, Fundraising, PowerPoint, Recruiting, Customer Satisfaction, Public Speaking, Information Technology, MIS, Information Systems...
Education
Beedie School of Business at Simon Fraser University 2012 — 2016
Bachelor's Degree, Business Administration (BBA), MIS GPA: 4.00/4.33
Burnaby North Secondary School 2008 — 2012
Credential June 2014 - June 2015
RBC Global Asset Management October 2012 - April 2014
AIB August 2011 - May 2012
Gorey Garda Station June 2008 - September 2008
Skills
Customer Service, Microsoft Word, PowerPoint, Call Center, Time Management, Cross Selling, Telephone Skills, Teamwork, Banking, Finance
Education
Institute of Technology, Carlow 2008 — 2011
Bachelor of Arts (B.A.), Communications and Public Relations
St Anne's College of Further Education 2007 — 2008
Fetac Level 5 Business Administration
Community School Tullow 2001 — 2006
RBC Global Asset Management 2011 - Present
Spiegel (Signature Styles Canada Corp.) August 2004 - December 2009
Bank of Montreal February 2001 - July 2004
Skills
Leadership, Training, Banking, Sales, Customer Service, Investments, Mutual Funds, Financial Analysis, Cash Management, Accounting, Financial Reporting, Account Reconciliation, Microsoft Excel, Management, Finance
Education
Cape Breton University 1994 — 1997
B.A., Psychology; Communications
PIMCO June 2012 - Present
RBC Global Asset Management January 2012 - June 2012
TD Asset Management April 2006 - August 2011
ING Investment Management 2000 - 2005
BMO Financial Group 1999 - 2000
Skills
Mutual Funds, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Asset Managment, ETFs, Financial Services, New Business Development, Credit, Asset Management, Fixed Income, Relationship Management, Equities, Investment Management, Bonds, Hedge Funds
Education
Canadian Securities Institute
Carleton University
Political Science
RBC Dominion Securities February 2013 - Present
RBC Global Asset Management November 2009 - February 2013
RBC Global Asset Management June 2008 - October 2009
Skills
Mutual Funds, Bloomberg, Financial Analysis, Fixed Income, Financial Reporting, Equities, Securities, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Asset Allocation, Banking, Accounting, Financial Services, Asset Managment, Financial Accounting, Capital Markets, Wealth Management, Unified Managed Accounts, SQL, Microsoft SQL Server, Matlab, Access
Education
Goodman School of Business at Brock University 2004 — 2008
BBA (Honours), Finance and Marketing
York University - Schulich School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
RBC Global Asset Management May 2013 - Present
Desjardins Groupe d'assurances générales September 2011 - May 2013
Desjardins Groupe d'assurances générales May 2011 - September 2011
CIBC May 2008 - August 2010
Skills
Negotiation, Analytics, Able To Multi-task, Call Center, Teamwork, Risk Management, Coaching, Actuarial Science, Budget, Insurance, Property & Casualty..., Budgets, Customer Satisfaction, Sales Management, Strategic Planning, Team Building, Marketing Strategy, Management, Sales, Analysis, Banking, Business Analysis, Business Planning, Call Centers, Policy, Leadership, Team Leadership, Underwriting, Investments, Subrogation, Training, Time Management, Process Improvement, Financial Analysis, Customer Service
Education
Queen's University 2005 — 2011
BAH, Economics
RBC Global Asset Management November 2013 - Present
Scratch Design Canada June 2004 - Present
RBC Investor Services July 2012 - November 2013
Personal October 2011 - July 2013
RBC Investor Services 2011 - 2013
RBC Dexia October 2008 - 2012
Bold Solutions Ltd. November 2003 - October 2008
Gen-X Sports January 2002 - September 2002
Skills
Information Architecture, Digital Strategy, Marketing, Mobile Technology, Graphic Design, Social Media, User Experience, Web Design, Creative Direction, Corporate Identity, Engaging Speaker, Multimedia, New Media, Logo Design, Online Advertising
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Graphic Design
Deloitte Canada September 2015 - Present
Queen's School of Business August 2014 - April 2015
Queen's University August 2014 - April 2015
Queen's Accounting Association September 2013 - April 2015
Queen's University September 2011 - April 2015
RBC Global Asset Management May 2014 - August 2014
Clarkson Rouble LLP May 2013 - August 2013
Martha's Table January 2013 - April 2013
Queen's University February 2013 - February 2013
Shoppers Drug Mart November 2007 - December 2012
Education
Queen's University 2015 — 2015
Graduate Diploma, Accounting
Queen's University 2011 — 2015
Bachelor's Degree, Commerce
RBC Global Asset Management 2015 - Present
FactSet Research Systems April 2013 - March 2015
FactSet Research Systems October 2012 - March 2013
FactSet Research Systems February 2011 - January 2013
Merrimack College February 2009 - February 2011
Skills
Leadership, CRM, Microsoft Office, Data Analysis, Management, PowerPoint, Team Leadership, Business Analysis, Project Management, Access, Financial Modeling, Time Management, Sales, Market Research, Research
Education
Merrimack College 2006 — 2010
Bachelor's, Business Management, Computer Science
Tabor Academy 2004 — 2006
RBC Global Asset Management April 2014 - Present
Manulife Asset Management October 2010 - March 2014
Morningstar April 2009 - October 2010
C.P.M.S Morningstar May 2006 - April 2009
Skills
Microsoft Excel, Equity Research, Asset Managment, Risk Management, Performance Attribution, Risk Modeling, Backtesting, VBA, Asset Management, Analysis, Investments, Portfolio Management, Trading, Equities, Financial Risk, Bloomberg, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Asset Allocation, Quantitative Finance, Hedge Funds, Derivatives, Investment Management, Securities, Quantitative Analytics, Mutual Funds, Alternative Investments
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA, Alternative Investment
CFA Institute
Chartered Financial Analyst
GARP-Global Association of Risk Professionals
Financial Risks Manager
McMaster University 2002 — 2006
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
RBC Global Asset Management June 2012 - Present
RBC Royal Bank January 2011 - June 2012
CIBC Imperial Service April 2004 - March 2011
IBM Canada Ltd. 2003 - 2004
Intertan 2003 - 2004
Reliance Infocomm 2002 - 2004
GlaxoSmithKline 1999 - 2002
Tradeindia.com - Infocom Network Ltd 1998 - 1999
Skills
Sales, Wealth Management, Mutual Funds, Banking, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income
Education
CFA institute 2011 — 2013
Chartered Financial Analyst
SGRRITS, Dehradun 1996 — 1998
MBA, Marketing
Delhi University 1992 — 1995
B.Sc (Hons), Electronics
Navyug School 1985 — 1992
PNI Digital Media Ltd June 2015 - Present
RBC Global Asset Management February 2012 - June 2015
Phillips, Hager & North (RBC Global Asset Management) June 2011 - February 2012
RBS Global Banking & Markets May 2010 - March 2011
RBS Global Banking & Markets January 2009 - May 2010
Brit Insurance July 2007 - December 2008
Brit Insurance July 2006 - July 2007
Brit Insurance July 2003 - July 2006
The British Tourist Authority July 2002 - July 2003
GeneralCologne Re January 1999 - July 2002
Skills
PRINCE2, ETL, Microsoft SQL Server, SQL, ITIL, XML, Agile Methodologies, Requirements Gathering, Databases, Software Development, Visual Basic, Project Management, JavaScript, Testing, Business Intelligence, Business Analysis, VBA, Change Management, Requirements Analysis, SDLC, Risk Management, Stakeholder Management, Scrum, Analysis
Education
University of Liverpool
Bachelor's degree
Zuora October 2014 - Present
IBM May 2012 - October 2014
IBM October 2010 - August 2012
CSM Corporation August 2008 - September 2010
Ameriprise Financial August 2007 - August 2008
RBC - Global Asset Management July 2004 - August 2007
Skills
TM1, Project Management, Microsoft Excel, Cognos, Financial Modeling, Financial Analysis, Forecasting, Essbase, Business Analytics, Business Intelligence, Business Analysis, Strategic Financial..., Asset Managment, Financial Reporting, Investments, Process Improvement, Finance, Analytics, Strategic Planning, Cash Flow, Business Process..., Project Planning, Budgets, Strategy, Business Process, Analysis
Education
University of St. Thomas - Opus College of Business 2006 — 2008
MBA, Finance, Risk Management, International Finance
Metropolitan State University 2001 — 2004
Bachelor of Science (BS), Finance
RBC Global Asset Management March 1998 - Present
Salomon Brothers August 1988 - November 1997
Credit Suisse 1992 - 1994
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bonds, Investments, Corporate Development, Mutual Funds, Venture Capital, Portfolio Management, Due Diligence
Education
Harvard University 1987 — 1988
MS, Applied Science
Caltech 1983 — 1987
BS, Engineering
BMO Nesbitt Burns November 1997 - Present
RBC Global Asset Management November 1996 - November 1997
RBC Capital Markets April 1995 - November 1996
Asia Securities Private Limited April 1994 - September 1994
Early Entrepreneur September 1986 - April 1994
The City of Calgary May 1989 - September 1991
Skills
Portfolio Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Equities, Fixed Income, Capital Markets, Financial Services, Wealth, Retirement Planning, Finance, Strategic Financial..., Financial Planning, Estate Planning, Asset Management
Education
Canadian Securities Institute 1997 — 2014
Finance
Chartered Financial Analyst Institute (CFA, formerly AIMR) 1996 — 1996
CFA Program, Level 1
The University of British Columbia 1991 — 1994
Bachelor of Commerce, International Finance
Western Canada High School 1988 — 1991
Diploma
RBC Global Asset Management May 2011 - Present
Skills
IT Management, PMO, Business Analysis, Program Management, IT Strategy, IT Governance, Project Portfolio..., Process Improvement, Business Process..., Change Management, PMP, IT Service Management, Strategic Planning
Education
The University of British Columbia 1999 — 2001
MBA, Management of Information Systems
Sofia University St. Kliment Ohridski 1994 — 1998
Bachelor, Economics
Northbridge Financial Corporation August 2015 - Present
Absolute Software September 2013 - July 2015
RBC Global Asset Management June 2013 - August 2013
Sherritt International October 2012 - January 2013
Intact Financial Corporation June 2010 - October 2012
Mercer June 2008 - June 2010
ExtendMedia (acquired by Cisco Systems) May 2007 - March 2008
Cartesis (acquired by Business Objects, an SAP company) 2005 - 2007
INEA Corporation (acquired by Cartesis) 2004 - 2005
Aeronautica Militare Italiana 2001 - 2002
Skills
Internal Communications, Technical Communication, Content Management, Corporate Communications, Newsletters, Communications Strategy, Copy Editing, Employee Benefits, HR Communications, Intranet Strategy, User Experience, Change Management, Proofreading, Total Rewards, Social Media, Localization, Translation Management, Executive Communication, Communication Training, Web Content, Web Content Management, Employee Engagement, Pensions, Single Sourcing, Acquisition Integration, Corporate Social..., Performance Management, SharePoint 2010, Style Guides, Grammar, Employee Surveys, Photoshop, FrameMaker, RoboHelp, Adobe Acrobat, HTML, Financial Services, Focus Groups, Employee Research, Video Scripts, Online Help, Change Communication, Crisis Communications, MadCap Flare, CSS, SharePoint
Education
Seneca College of Applied Arts and Technology 2003 — 2004
Post-Graduate Certificate, Technical Communication
Università per Stranieri di Perugia 1999 — 2000
Italian Language and Culture
Simon Fraser University 1995 — 1999
BA, Communication
RBC Global Asset Management March 2014 - Present
Canada Pension Plan Investment Board August 2011 - July 2013
Ontario Teachers' Pension Plan April 2009 - July 2011
Ontario Teachers' Pension Plan September 2007 - April 2009
RBC Capital Markets April 2006 - September 2007
Bank of Montreal August 2005 - April 2006
Skills
Algorithmic trading, Statistical Modeling, Portfolio Optimization, Risk Management, Derivatives, Portfolio Management, Trading Strategies, Equity Research, Dynamic Asset Allocation, Bloomberg, Options, Capital Markets, Quantitative Finance, Market Risk, Hedging, Commodity, Valuation, Investments, Swaps, Volatility, Global Macro, Emerging Markets, Bonds, Private Equity
Education
University of Toronto 2013 — 2015
Master's Degree
University of Toronto 2004 — 2005
Master's Degree
Simon Fraser University 2003 — 2004
Master's Degree
Nankai University 1999 — 2003
Bachelor's Degree
RBC Global Asset Management February 2015 - Present
Pyramis Global Advisors February 2012 - February 2015
Pyramis Global Advisors October 2006 - January 2012
Thomson Reuters June 1996 - October 2006
Skills
Alternative Investments, Investments, Emerging Markets, Hedge Funds, Equities, Fixed Income, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Bloomberg, Investment Strategies, Securities, Capital Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA
Middlebury College 1992 — 1996
BA
DaVita Kidney Care January 2015 - Present
RBC Global Asset Management March 2014 - December 2014
Principal International July 2011 - September 2013
Principal Real Estate Investors August 2006 - July 2011
Deloitte September 2003 - August 2006
Skills
Analysis, Accounting, Management, Financial Reporting, Financial Analysis, Hyperion HFM, Microsoft Excel, Smartview, Microsoft Office, PeopleSoft, Essbase, MRI Software, PowerPoint, Outlook, Teamwork, Building Relationships, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Accounting and Finance
RBC Global Asset Management July 2011 - Present
Suncor Energy May 2010 - July 2011
TransAlta November 2007 - April 2010
Skills
Quantitative Finance, VBA, Commodity Markets, Commodity, Financial Modeling
Education
The University of Calgary 2004 — 2006
M.Sc., Mathematical Finance
RBC Global Asset Management December 2014 - Present
RBC Royal Bank October 2012 - November 2014
RBC Royal Bank July 2010 - October 2012
RBC May 2009 - August 2009
YES Bank March 2008 - July 2008
The Linde Group September 2006 - March 2008
Canara Bank September 2004 - August 2006
Skills
Treasury Management, Project Management, Vendor Management, Forecasting, Banking, Conflict Resolution, Wealth Management, Strategic Negotiations, Financial Strategy, Enterprise Risk..., Business Strategy, Risk Management, Analysis, Management, Portfolio Management, Leadership, Financial Modeling, Cross-functional..., Strategy
Education
York University - Schulich School of Business 2008 — 2010
MBA
National Institute of Bank Management 2003 — 2004
PG Diploma in Banking and Finance
Guru Gobind Singh Indraprastha University 1999 — 2003
B.Tech
RBC Global Asset Management November 2014 - Present
RBC Global Asset Management (U.S.) Inc. January 2013 - October 2014
RBC Global Asset Management April 2009 - January 2013
Voyageur Asset Management February 2007 - April 2009
Skills
Fixed Income, Analytics, Risk Management, R, Asset Allocation, Asset Management, Matlab, Perl, C, C++, C#, Microsoft SQL Server, Quantitative Analytics, Eagle PACE, Enterprise Risk..., Team Leadership
Education
University of California, San Diego 1993 — 1997
BS, Physics - Biophysics
Sun Life Financial April 2014 - Present
Manulife Financial January 2013 - April 2014
RBC Global Asset Management January 2010 - January 2013
RBC Insurance September 2005 - January 2010
Sun Life Financial May 2004 - September 2005
Jason Kassouf 2001 - May 2004
Skills
Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Investments, Sales Management, Sales Presentations, Insurance Planning, Financial Planning, Strategic Financial..., Financial Planners, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investment Strategies, Wealth, Financial Services, Asset Allocation, Business Development, Financial Advisory, Securities, Life Insurance
Education
Information Technology Institute (ITI) 2001 — 2001
Applied Information Technology, Information Technology
University College of Cape Breton 1996 — 2000
Bachelor of Business Administration, Finance
PURE Building Group January 2011 - April 2015
RBC Global Asset Management July 2009 - February 2011
Deir Consulting Group August 2008 - July 2009
RBC Global Asset Management December 2007 - March 2008
Centre for Enterprise and Law (Formerly CBAR) 2008 - 2008
Skills
Start-ups, Entrepreneurship, Philosophy, Business Planning, Strategic Planning, Project Management, Risk Management, Due Diligence, Financial Modeling, Real Estate Development, Mergers & Acquisitions
Education
Investment Banking Institute 2009 — 2009
Investment Banking
University of Windsor 2007 — 2008
MBA
George Brown College 2004 — 2007
Bachelor of Applied Business, Accounting
RBC Global Asset Management 2011 - Present
Desjardins 2010 - 2011
Deloitte Consulting 2009 - 2010
GENIVAR July 2003 - August 2007
Education
University of Toronto - Rotman School of Management
Master of Business Administration (M.B.A.)
McMaster University
Bachelor of Electrical Engineering
ESSEC Business School
RBC Global Asset Management November 2014 - Present
RBC Global Asset Management November 2011 - October 2014
RBC Global Asset Management October 2009 - October 2011
West Fraser Timber Co Ltd May 2009 - July 2009
West Fraser Timber Co Ltd April 2007 - August 2008
Skills
SQL, ASP.NET, T-SQL, C#, .NET, Microsoft SQL Server, ASP.NET MVC, Software Development, Web Services, Equities, jQuery, Perl, Databases, Business Analysis, Visual Basic, Agile Methodologies, Requirements Analysis, Matlab, Management, SDLC
Education
Sauder School of Business 2008 — 2009
Masters
University of Northern British Columbia 2003 — 2008
Bachelor of Science
CSI Global Education
RBC August 2007 - Present
RBC Global Asset Management August 2005 - August 2007
RBC Global Asset Management January 2003 - August 2005
Skills
Portfolio Management, PMO, PMP, Project Portfolio...
Education
American University of Beirut
B.A, Economics
George Brown College
Certificate, Business Administration
George Brown College
Certificate, Human Resources Management
York University
B.A, Social Science
RBC Global Asset Management 2008 - Present
RBC Asset Management 2007 - Present
Skills
Web Analytics, Analysis, Online Marketing, Research, Vendor Management, Problem Solving, Social Media, HTML, Excel, Programming, CSS, ASP, JavaScript, AJAX, MySQL, SQL, Blogging, Business Analysis, Analytics, Microsoft Office, PowerPoint, Word, Web Services, Microsoft Excel, Windows, Web Development, Access
Education
International Webmaster Association 2010 — 2011
Web Business Certificate, Web Business Certificate
Seneca College of Applied Arts and Technology
NEI Investments October 2011 - Present
RBC Global Asset Management May 2006 - October 2011
HSBC Bank Canada 2004 - 2006
Merrill Lynch HSBC/HSBC Securities 2000 - 2004
Manulife Financial Corporation 1997 - 2000
Education
Ivey Business School at Western University 2010 — 2012
MBA
University of Toronto - Faculty of Law
Global Professional Master of Laws (GPLLM), Global Business Law
Harvard Business School Executive Education
HBS Leadership Initiative (HPLP)
York University - Schulich School of Business
Masters Certificate In Project Management
University of Toronto 1991 — 1995
RBC 2012 - 2012
RBC 2008 - 2012
RBC Global Asset Management 2006 - 2008
RBC Global Asset Management 2002 - 2006
RBC Investments 2000 - 2002
RBC 1998 - 2000
RBC Bank 1996 - 1998
Skills
Change Management, PMP, Investments, Relationship Management, Business Strategy, Mutual Funds, Banking, Strategic Planning, Strategic Financial..., Project Management, Leadership, CRM, Strategy, Management, Team Building, Marketing, Sales, Marketing Strategy, Training, Program Management, Finance, Team Management, Coaching, Project Planning, Financial Services, Sales Management, Human Resources, Time Management, Financial Analysis, Business Development, Analysis, Management Consulting
Education
York University - Schulich School of Business 2007 — 2010
MBA, Strategic management, International Business
Ryerson University
BA (Hon), Public Administration & Governance
RBC Global Asset Management June 2013 - Present
HCPro, Inc. August 2011 - May 2013
Eaton Vance July 2009 - August 2011
Pioneer Investments September 2005 - November 2008
Aon Risk Services February 2004 - September 2005
Sun Life Financial April 2001 - September 2003
Skills
Marketing Management, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Mutual Funds, Direct Marketing, Social Media, Collateral, Strategic Planning, Digital Marketing, Online Advertising, Project Management, Advertising, Product Marketing, Direct Mail, Silverpop Engage, InCopy, MRM, Analytics, Cross-functional Team..., Multi-channel Marketing, Online Marketing, Lead Generation, Account Management, Management, Social Media Marketing, Market Research, Sales
Education
University of Massachusetts Dartmouth 1995 — 1999
BS, Marketing
RBC Global Asset Management June 2013 - Present
Canada Pension Plan Investment Board (CPPIB) January 2010 - May 2013
Barclays Global Investors September 2008 - November 2009
Connor, Clark, and Lunn August 1999 - June 2001
Skills
Quantitative Analytics, Equities, Portfolio Optimization, Quantitative Research, Quantitative Finance, Asset Managment, Hedge Funds, Equity Research, Asset Management, Portfolio Management, Analytics, Asset Allocation, Risk Modeling, Investment Strategies
Education
The University of British Columbia 2001 — 2009
Ph.D.
The University of British Columbia 1993 — 1995
MSc
Queen's University 1988 — 1992
BScE
University of Washington
Leon Frazer & Associates Inc. June 2010 - Present
Leon Frazer & Associates March 2008 - May 2010
Jovian Capital April 2007 - May 2008
Legg Mason Canada April 2003 - March 2007
RBC Global Asset Management September 2000 - March 2003
RT Investment Counsel April 1993 - September 2000
Royal Bank Investment Management January 1991 - March 1993
MT Associates March 1988 - December 1990
Piper Jaffray September 1976 - March 1987
Skills
Wealth Management, Asset Managment, New Business Development, Strategic Planning, Marketing Strategy, Portfolio Management, Investments, Mutual Funds, Equities, Asset Management, Investment Strategies, Asset Allocation, Capital Markets, Alternative Investments, Investment Management, Investment Advisory
Education
University of Maryland College Park
BS, Human Ecology
Wells Capital Management March 2011 - Present
RBC Global Asset Management July 2008 - March 2011
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
M.B.A., Applied Security Analysis
Louisiana Tech University 1998 — 2002
B.S., Chemical Engineering
RBC Global Asset Management August 2004 - Present
Education
Michigan Technological University 1993 — 1997
BS, Mathematics
RBC Global Asset Management November 2009 - Present
RBC Asset Management January 2000 - November 2009
RBC Global Asset Management June 1997 - December 1999
RBC August 1994 - May 1997
Skills
Portfolio Management, Currency, Asset Allocation, Fixed Income, Investments, Asset Management
Education
Institute of Corporate Directors and Rotman School of Management
NFP Governance Essentials Program
CFA Institute 1995 — 1997
CFA
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
MBA
RBC Global Asset Management May 2014 - Present
New York City Retirement Systems January 2011 - April 2014
C3 Capital 2000 - 2010
Lehman Brothers 1998 - 1999
Paloma Partners 1995 - 1997
Goldman Sachs 1985 - 1995
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania
BA, History
University of Pennsylvania - The Wharton School
BSE
RBC Global Asset Management November 2013 - Present
RBC Global Asset Management February 2010 - November 2013
CIBC World Markets May 2008 - August 2008
CIBC World Markets May 2007 - August 2007
Education
Western University 2005 — 2009
Business Management and Organizational Studies, Specialization in Finance
Stockholm University 2008 — 2008
International Management
RBC Global Asset Management December 2006 - Present
RBC Capital Markets December 2005 - November 2006
Hennessee Group LLC November 2002 - November 2005
Ivy Asset Management June 2001 - August 2001
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fund Of Funds, Fixed Income, Portfolio Management, Investments, Due Diligence, Mutual Funds, Structured Products, Asset Allocation, Investment Management, Asset Management, Risk Management, Bloomberg, Series 7
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance and Accounting
RBC Global Asset Management March 2014 - Present
RBC Investor Services October 2010 - March 2014
State Street August 2009 - October 2010
BMO Financial Group January 2008 - August 2009
Skills
Bloomberg, Mutual Funds, Fixed Income, Securities, Derivatives, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Capital Markets, FX Options, Portfolio Management, Financial Analysis, Banking, Equity Valuation, Equity Derivatives, Risk Management, Trading, Financial Services
Education
University of Guelph 2006 — 2009
Hons BBA, Finance
CFA Institute
Level III Candidate
York Memorial Collegiate
RBC Global Asset Management January 2011 - October 2013
RBC Global Asset Management September 2008 - December 2010
MFDA 2007 - 2008
TD Mutual Funds 2004 - 2007
TD Asset Management April 2001 - 2004
TD Asset Management 2000 - 2001
TD Bank 1999 - 2000
Skills
Leadership, Mutual Funds, Investments, Wealth Management, Investment Strategies, Asset Managment, Asset Management, Dance, Latin Dance, Dance Instruction, Salsa, Bachata, Cha Cha, Teaching Adults
Education
Saint Mary's University 1995 — 1999
B.Comm, Finance with focus on Portfolio Managaement and Investments
Nova Scotia Agricultural College 1993 — 1995
Engineering
CFA Institute
Level 1
RBC Global Asset Management May 2011 - Present
RBC Global Asset Management (U.S.) Inc. April 2010 - July 2011
Riversource Distributors/Ameriprise Financial 2006 - April 2010
North American Capital Markets 2001 - 2006
Korn/Ferry International 2000 - 2001
GMAC-Residential Funding Corporation 1998 - 2000
Dain Rauscher 1994 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Management, Asset Allocation, Management, Negotiation, Manage Client..., Series 7, Sales, Financial Services, Securities, Retirement, Series 24
Education
St. Lawrence University 1985 — 1988
B.A., Government
Breck School 1981 — 1984
College Prep
RBC Global Asset Management March 2014 - Present
Standard Life February 2013 - February 2014
RBC Direct Investing October 2009 - January 2013
Sequoia July 2009 - September 2009
EXAC AUDIT July 2007 - August 2007
Skills
Equities, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Derivatives, Fixed Income, Investments, Private Equity, Microsoft Excel, Banking, Due Diligence
Education
université de Concordia, John Molson School of Business 2006 — 2009
Diplôme, Commerce; Finance
Ecole supérieure de Gestion 2003 — 2005
Diplôme Universitaire Technique, Finance et Comptabilité
RBC Global Asset Management April 2011 - Present
Phillips, Hager & North September 2008 - April 2011
Phillips, Hager & North November 2005 - August 2008
SuperPages April 1997 - July 2005
Skills
Performance Management, Payroll, HRIS, Human Resources, Onboarding, Employee Benefits, Recruiting
Education
British Columbia Institute of Technology
Human Resources
Investors Group Financial Services Inc. December 2005 - Present
RBC Global Asset Management 1990 - 2005
RBC Global Asset Management 1990 - 2005
Skills
Mortgage, Financial Planning, Estate Planning, Wealth Management, Insurance Planning, Investments, Retirement, Management, Strategic Planning, Project Management, Financial Planners, Risk Management, Critical Illness, Retirement Planning, Wealth, Negotiation, Mortgage Lending, Portfolio Management, Finance, Customer Service, Investment Strategies, Strategic Financial..., Mutual Funds, Life Insurance
Education
Carleton University 1992 — 1997
BA, Law & Political Science
Frye Consulting, PLLC May 2013 - Present
RBC Global Asset Management March 2013 - May 2013
Deloitte August 2011 - March 2013
University of North Dakota August 2010 - August 2011
Skills
Business Process..., QuickBooks, Operational Risk, Commodity Markets, Small Business..., Tax Preparation, Bookkeeping, Payroll
Education
The University of North Dakota 2009 — 2010
MBA, Accounting Concentration
The University of North Dakota 2005 — 2009
BBA, Investments
TD Wealth Management August 2015 - Present
RBC Global Asset Management September 2013 - Present
Education
Dalhousie University
MBA
Queen's University
B. Comm
RBC Global Asset Management May 2015 - Present
RBC Capital Markets March 2014 - May 2015
RBC May 2013 - March 2014
THE KIT 2012 - 2014
Network Reporting and Mediation December 2010 - May 2013
The Kit December 2011 - February 2012
Budds' BMW November 2008 - September 2010
Strut Entertainment April 2010 - June 2010
Amazing Canadian Fashion December 2008 - May 2009
York University 2007 - 2008
Skills
Event Planning, Blogging, Editing, Customer Service, Teamwork, Public Relations, Health, Corporate Communications, Writing, Strategic Planning, Media Relations, Creative Direction, Management, Social Networking, Copy Editing, Leadership, Social Media, Nonprofits, Press Releases, Social Media Marketing, Strategic Communications, Copywriting
Education
Sheridan College 2009 — 2010
Post Graduate Certificate, Corporate Communications
York University
Honours Bachelor of Arts, Communications and Sociology
RBC Global Asset Management April 2015 - Present
Phillips, Hager & North July 2014 - April 2015
Phillips, Hager & North August 2012 - July 2014
UBC Information Technology August 2009 - August 2012
Phillips, Hager & North May 2010 - September 2010
Education
The University of British Columbia 2007 — 2011
Science, Computer Science
RBC Global Asset Management November 2011 - Present
Bank of Montreal November 2008 - September 2009
CIBC July 2008 - October 2008
Skills
Microsoft Office 2007, QuickBooks, Numeracy, Excellent Writing Skills, Organized with Strong..., Excellent Team Work..., Strong Management and..., Outstanding..., Exceptional Research..., Close Attention to..., Skilled Multi-tasker, Market Research, Accounting, Auditing, Banking, Communication, Customer Service, Financial Analysis, Leadership, Management, Microsoft Office, Portfolio Management, Time Management
Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2005 — 2011
Universidad Autónoma de Madrid 2007 — 2008
Exchange Program through York University
RBC Wealth Management December 2014 - Present
RBC Global Asset Management May 2013 - December 2014
RBC Investor Services December 2011 - May 2013
RBC Investor Services December 2010 - November 2011
MJR Collections Services Limited December 2009 - December 2010
Skills
Training, Customer Service, Management, Coaching, Trend Analysis, Communication, Coordination, Forecasting, Account Reconciliation, Fund Accounting, Accounting, Mutual Funds, Fund Administration, Business Analysis, Bloomberg, Auditing, Access, Fund Of Funds, Risk Management, Analysis, Financial Analysis, Human Resources, Fixed Income, Securities, Financial Accounting, Finance, Microsoft Excel, Derivatives, Banking, Corporate Actions, Global Custody, IFRS, Valuation, Financial Services, Hedge Funds, Investments, Portfolio Management, Financial Statements, Equities, Back Office, Financial Reporting, Time Management, Corporate Finance, Financial Modeling
Education
Certified Management Accountants (CMA)
Strategic Leadership Program (SLP)
CSI 2012 — 2012
Canadian Securities Course, Finance
Ryerson University 2006 — 2010
Bachelor of Commerce, Accounting, Fianance
Humber College 2003 — 2006
Humber Institute of Technology and Advanced Learning, Finance
RBC Global Asset Management September 2013 - Present
Education
INDIANA UNIVERSITY 2004 — 2008
Bachelor of Science2008
Indiana University Bloomington 2004 — 2008
BS
RBC June 2015 - Present
RBC December 2012 - Present
RBC Global Asset Management March 2010 - December 2012
RBC Royal Bank 1994 - 2011
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Wealth, Financial Planning, Strategic Financial..., Asset Managment, Banking, Investment Banking, Refinance, Relationship Management, Investment Advisory, Securities, Mortgage Lending, Portfolio Management, Credit, Alternative Investments, Investment Management, Financial Services, ETFs, Loans, Estate Planning, Financial Advisory, Retail Banking, Credit Analysis, Retirement, Residential Mortgages, Personal Financial..., Commercial Lending, Lines Of Credit, Management, Coaching, Staff Development, Debt Consolidation, Risk Management, Finance
Education
Dalhousie University
Scotia Asset Management L.P> 2007 - 2011
RBC Global Asset Management 1997 - 2007
Skills
Asset Management, Wealth Management, Investment Strategies, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Mutual Funds, Fixed Income, Equities, Investment Management, Capital Markets, Equity Research, Financial Markets, Financial Modeling, Derivatives, Securities, Risk Management, Financial Analysis
Education
McMaster University 1986 — 1989
Bachelor of Arts (B.A.), Economics
Westside Church 2015 - Present
RBC Global Asset Management 2012 - 2015
Scotia Private Client Group 2008 - 2012
Scotia Private Client Group 2006 - 2008
Scotia Private Client Group 2002 - 2006
Canada Revenue Agency October 1999 - April 2000
Skills
Accounting, Financial Accounting, Financial Reporting, IFRS, Canadian GAAP, Financial Statements, Tax
Education
Certified General Accountants Association of BC
Designation, Accounting
Simon Fraser University
Bachelor, Business Administration
Leon Frazer & Associates Inc. November 2011 - January 2015
RBC Global Asset Management January 2000 - June 2011
Royal Bank Investment Management 2000 - 2000
Royal Trust Investment Counsel 1998 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Allocation, Trading, Fixed Income, Investments, Account Reconciliation, Financial Analysis, Microsoft Excel, Asset Management, Equities, Microsoft Office, Securities, Portfolio Management
Education
De La Salle University
Toronto School of Business
RBC Global Asset Management May 2012 - Present
Education
Queen's University 2005 — 2009
Bachelor of Commerce (Honours)
Fiera Capital Corporation March 2014 - Present
RBC Global Asset Management 2005 - 2013
RBC Global Asset Management 2003 - 2005
RBC Capital Markets 1997 - 2003
RBC Dominion Securities 1995 - 1997
Scotia Capital April 1994 - August 1995
Skills
Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Equity Research, Investment Advisory, Bloomberg
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst
HEC Montréal 1990 — 1992
Bachelor of Commerce (B.Com.), Finance
RBC Global Asset Management January 2013 - Present
RBC Direct Investing October 2010 - January 2013
RBC March 2009 - October 2010
Good Harvest Flavors and Spice Corp. February 2006 - August 2008
Skills
Banking, Mutual Funds, Wealth Management, Finance, Fixed Income, Equities, Financial Services, Portfolio Management, Financial Modeling
Education
Certified Management Accountants - Chartered Professional Accountants of Ontario 2012 — 2015
In progress
Ateneo Graduate School of Business 2006 — 2008
Business Administration
Hartnell College
Associate of Science
Hartnell College
Associate of Science
University of San Carlos
Bachelor of Science
RBC Global Asset Management December 2014 - Present
RBC Global Asset Management October 2011 - November 2014
University of Toronto September 2007 - September 2011
University of Toronto September 2006 - April 2010
Education
University of Toronto 2006 — 2011
Doctor of Philosophy (Ph.D.), Physics
McGill University 2002 — 2005
Bachelor of Science (B.Sc.), Physics
College Saint-Alexandre
RBC Global Asset Management March 2011 - Present
Bank of New York Mellon Investment Services March 2004 - July 2010
BISYS Fund Services October 2003 - February 2004
Cirque du Soleil February 1999 - October 2003
Skills
Customer Service, Teamwork, Microsoft Office, Administration, Financial Analysis, Credit Risk, SAP, Performance Measurement, Portfolio Management, Securities, Mutual Funds
Education
British Columbia Institute of Technology
Finance
CSI Global Education, Inc
Canadian Securities Course
California University of Pennsylvania
Bachelor of Arts, Psychology
Valencia College
Financial Accounting