Scotia Capital
Industry: Company
DescriptionFounded: 1999 Subsidiaries: ScotiaMocatta, Scotia McLeod, Inc., Parent organization: ScotiabankFeedbackDisclaimer Claim this knowledge panel Knowledge resultSee outside Moved, closed or was never hereReportMap location is approximate. Can you help us improve it? Scotia Capital CompanyWebsite Saved (0) Saved Save Bank in London, England Address: 201 Bishopsgate, London EC2M 3NS Phone: 020 7826 5602Hours: : : Place name: : Category: : Website: : : Website: https://www.gbm.scotiabank.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThank you for sharing!Your photo will be posted publicly on Google.Contribute MoreFinishedUpload public photos of Scotia Capital Company Posting publicly on the Web Write a review Reviews Be the first to review
Scotia Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scotia Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Scotia Capital Employees
Capital One May 2015 - Present
Carnegie Mellon Tepper School of Business August 2014 - Present
University of Waterloo September 2009 - April 2014
Morgan Stanley May 2013 - August 2013
CPP Investment Board January 2012 - April 2012
Scotia Capital January 2011 - April 2011
TD Securities May 2010 - August 2010
Skills
VBA, Bloomberg, SQL, Matlab, Unix, R, C, Microsoft Office, Microsoft Excel, Teamwork, Scheme, Quantitative Finance, Statistics, Bloomberg Terminal, Quantitative Analytics, Access, Data Analysis, C++, Financial Analysis, Financial Modeling, Python
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master’s Degree, Computational Finance (MSCF)
University of Waterloo 2009 — 2014
Bachelor of Mathematics, Mathematical Finance, Minor in Computer Science
Wilfrid Laurier University 2009 — 2014
Bachelor of Business Administration, Finance
The University of Hong Kong 2012 — 2012
Exchange Program
Sir Winston Churchill Secondary School 2005 — 2009
International Baccalaureate Program
Scotiabank Global Banking and Markets July 2014 - Present
Scotiabank January 2013 - July 2014
Scotiabank Global Banking and Markets August 2011 - January 2013
Campus Intercept September 2010 - October 2010
Scotia Capital May 2010 - August 2010
Scotiabank September 2009 - December 2009
Scotiabank January 2009 - April 2009
Oakville Ballet Company 2000 - 2007
Skills
Financial Analysis, Strategic Planning, Risk Management, Investments, Business Strategy, Financial Services, Auditing, Derivatives, Project Management, Financial Modeling, Capital Markets
Education
Dalhousie University 2007 — 2011
Bachelor of Commerce Co-Op Program, Focus in Finance and Marketing
Rouen Business School 2010 — 2010
BSc in International Business - IFI
Scotia Capital January 2011 - Present
CIBC 2000 - 2011
Skills
Oracle RAC, Data Warehousing, Oracle, Database Administration, Performance Tuning, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Solaris, RMAN, Disaster Recovery, Data Modeling, Database Design, ETL, High Availability, SQL, PL/SQL, Business Analysis, AIX, Unix, SOA, Oracle Enterprise..., Data Guard, ITIL, IBM AIX, Shell Scripting
Education
Aberystwyth University 2007 — 2008
MBA
university of cumbria
Bank of America Merrill Lynch 2011 - Present
Scotia Capital 2007 - 2011
Scotiabank 2000 - 2007
PricewaterhouseCoopers 1990 - 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Capital Markets, Liquidity Management, IFRS, Capital Management, US GAAP, Financial Controls, Senior Executive..., Energy Industry, Investment Banking, Risk Management, Project Management, Continuous Improvement, Financial Planning, Analytic Problem Solving, Strategic Planning
Education
Dalhousie University
Master of Business Administration (M.B.A.)
Dalhousie University
Master of Business Administration (M.B.A.)
Scotiabank July 2014 - Present
Scotia Capital September 2011 - Present
Scotia Capital May 2011 - August 2011
KeyWest Montreal May 2010 - May 2011
Puma September 2008 - December 2009
Skills
Financial Analysis, Bloomberg, Finance, Microsoft Excel, Corporate Finance, Equities, Bloomberg Terminal
Education
Concordia University 2008 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Marianopolis College 2006 — 2008
D.E.C, Commerce
CFA Institute
CFA Level 1
8020 Consulting February 2014 - Present
Move, Inc. September 2010 - January 2014
Deloitte August 2008 - September 2010
Deloitte January 2006 - May 2009
Amgen July 2003 - July 2005
Scotia Capital May 2002 - July 2002
Scotiabank August 1998 - May 2001
Skills
Financial Analysis, Financial Modeling, Analytics, WebTrends Analytics, Treasury, Business Valuation, Microsoft Excel, SQL, Risk Management, Strategic Planning, Communication Skills, Tableau, Omniture, Microstrategy, Corporate Finance, Derivatives, Option Pricing Models, Investments, Cash Flow Forecasting, Business Strategy, Financial Reporting, Valuation, Trading, Management Consulting, Forecasting, Finance, Strategy, Treasury Management, Cross-functional Team..., M&A experience, Tax, Portfolio Management, Mergers & Acquisitions, Due Diligence, Business Analysis, Intangible Assets, Market Research, Competitive Analysis, Audience Analysis, Product Strategies
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance
Queen's University 1995 — 1996
Master of Arts (MA), Economics
Queen's University 1991 — 1995
Bachelor of Arts (BA), Economics
Radford College
Radford College
Radford College
okanii inc. January 2015 - Present
Paymentronics Inc. March 2010 - January 2015
CIBC February 2008 - March 2010
EPOCKET INC. March 2001 - February 2008
CROSBIE & COMPANY INC April 2000 - February 2001
BERKSHIRE MANAGEMENT CORP. February 1999 - February 2000
SCOTIA CAPITAL April 1998 - January 1999
NORTEL NETWORKS INC August 1997 - April 1998
NORTEL NETWORKS INC. March 1995 - August 1997
Skills
Strategic Planning, Business Strategy, Marketing Strategy, Electronic Payments, Go-to-market Strategy, Mobile Payments, Managing Start-ups, Business Development, Management Consulting, Problem Solving, E-commerce, M&A execution, Negotiation, Investment Banking, Visionary, Pricing Strategy, Digital Strategy, Project Management, Project Planning, Start-up Ventures, Mentoring, Entrepreneurship, Finance, Management, Leadership, Corporate Development, Mergers & Acquisitions, Strategy, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1998 — 1998
Executive MBA Course in Mergers and Acquisitions
Dalhousie University 1992 — 1994
Master of Business Administration (MBA), Marketing/Finance
The University of Western Ontario 1989 — 1992
B.A., Economics
RG & Associates August 2013 - Present
Calton & Associates, Inc. June 2013 - Present
Scotiabank January 2010 - January 2013
Calton & Associates, Inc. August 2008 - January 2010
RG & Associates July 2007 - May 2009
Scotia Capital May 2008 - August 2008
H.D. Vest Financial Services October 2007 - May 2008
Skills
Strategic Financial..., Capital Markets, Credit Analysis, Financial Analysis, Banking, Portuguese, Risk Management, Loans, Spanish, Wealth Management, Financial Planning, Excel
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Finance
Brigham Young University - Hawaii 2005 — 2007
Accounting, Accounting
Brigham Young University 2006 — 2006
Accounting, Accounting
Lewis and Clark College 2001 — 2001
Business, Business
Mountain View High School
Meridian Credit Union July 2015 - Present
Meridian Credit Union December 2010 - June 2015
Meridian Credit Union January 2010 - December 2010
Meridian Credit Union February 2007 - December 2009
Morneau Sobeco October 2003 - May 2006
Canada Life Securities Inc., July 2002 - October 2003
Scotia Capital October 2001 - June 2002
Enbridge April 2001 - September 2001
Skills
Corporate Communications, Reputation Management, Crisis Communications, Issues Management, Internal Communications, Change Management, Media Relations, Spokesperson, Strategic..., Copy Development, Corporate Storytelling, Team Leadership, Change Leadership, Strategic Leadership, Social Media, Employee Engagement, Internal Branding, Strategic Planning, Strategic Communications, Public Relations, Newsletters, Management, Leadership, Copywriting, Strategy, Communications Planning, Speech Writing
Education
Centennial College 2000 — 2001
Post-Graduate Certificate
The University of Western Ontario 1997 — 2000
Bachelor of Arts
Westbridge Energy 2013 - Present
Dalvay Capital Corp. 2008 - Present
Alegro Capital 2012 - 2013
Scotia Capital 2007 - 2008
Quest Capital 2006 - 2007
Skills
Corporate Finance, Business Development, Mergers & Acquisitions, Capital Markets, Investments, Equities, Investment Banking, Finance, Strategy, Portfolio Management, Financial Modeling, Private Equity
Education
Dalhousie University
Bachelor of Commerce (B.Com.), Finance
MD Physician Services December 2011 - Present
The Princeton Review November 2000 - March 2012
MD Management Inc August 2008 - December 2011
CIBC Wealth Management August 2006 - August 2008
Scotia Capital April 2003 - August 2006
Hillon Enterprise Inc January 2001 - January 2003
Bank of China January 1994 - January 1996
Skills
Investments, Wealth Management, Asset Management, Financial Planning, Investment Strategies, Capital Markets, Investment Management, Financial Analysis, Portfolio Management, Estate Planning, Financial Services, Strategic Financial..., Retirement, Insurance, Private Banking, Wealth, Mutual Funds, Asset Allocation
Education
York University - Schulich School of Business 2000 — 2003
MBA, Financial Services & Entrepreneaurship Study
CFA Institute
CFA Charterholder
Financial Planning Standards Council
CFP
International Sommelier Guild
Sommelier Diploma Program, Level II Candidate
Shenyang University 1990 — 1994
Bachelor, Scientific English
Scotiabank September 2014 - Present
Scotiabank (formerly Scotia Capital) May 2010 - Present
Scotia Capital December 2007 - May 2010
Canadian Society of Association Executives July 2007 - December 2007
The Canadian Institute September 2005 - July 2007
CAA North & 1999 - 2005
Skills
Strategic Planning, Event Management, Marketing Management, Personnel Leadership, Bilingual, Operations Management, Event Planning, Conferences, Negotiation, Entertainment, Trade Shows, Contract Negotiation, Budgeting, Event Marketing, Hospitality, Leadership, Marketing Communications, Corporate Events, Hospitality Management, Budgets, Hospitality Industry, Tourism, Strategy, Meeting Planning, Marketing, Management
Education
Algonquin College of Applied Arts and Technology
CMP, Event Planning
U.S. Bank November 2014 - Present
Brown Brothers Harriman April 2010 - October 2014
CIT Group Inc. June 2005 - June 2009
Scotia Capital August 1993 - June 2005
National Westminster Bank USA July 1987 - August 1993
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Fitch Ratings August 2011 - Present
CIT June 2006 - March 2009
Scotia Capital 1998 - 2006
Scotiabank 1992 - 1998
The Bank of Nova January 1980 - January 1992
Education
Napier University 1980 — 1984
Dip I.B. (Scot)
Kettle Wealth Management Ltd. December 2008 - Present
ScotiaMcLeod November 2004 - October 2008
Laurentian Bank Securities March 2003 - October 2004
RBC Capital Markets January 1997 - February 2003
Scotia Capital September 1991 - January 1997
CIBC June 1986 - August 1991
Skills
Investment Strategies, Wealth Management, Retirement, Pensions, Bonds
Education
Carleton University 1978 — 1982
Bachelor of Commerce, Honours, Finance & Accounting
SunGard October 2004 - Present
Schonfeld Securities February 1998 - October 2004
Scotia Capital May 1996 - February 1998
Bankers Trust February 1994 - May 1996
J.P. Morgan January 1987 - February 1994
Skills
Back Office, Settlement, Accounting, Equities, Banking, Securities, Financial Accounting, Finance, Business Analysis, Fixed Income, Financial Services, Middle Office, Analysis, General Ledger, Agile Methodologies, Financial Audits, Product Management, Client Services, Software Implementation, Regulatory Reporting, Derivatives, Auditing, Financial Reporting
Education
Adelphi University 1997 — 2000
Graduate Certificate, Business Management
City College of New York 1977 — 1983
BS, Meteorology
Gibraltar Ventures November 2013 - Present
and Trustee Director in non-profit sector June 2012 - Present
National Bank Financial 2006 - May 2012
National Bank Financial 2003 - 2006
Scotia Capital 2000 - 2003
Scotia Capital 1998 - 2000
Citibank Canada 1998 - 1998
Citibank 1995 - 1998
BMO Nesbitt Burns 1987 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Management, Telecommunications, Corporate Finance, Investments, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Financial Analysis, Due Diligence, Mergers, Entrepreneurship, Venture Capital, Equities, Financial Services, Strategy, Business Development, Strategic Planning, Start-ups, Private Equity, Finance, Management Consulting, Business Strategy, Restructuring
Education
Western University 1985 — 1987
MBA, Finance
Concordia University 1980 — 1983
B.Comm, Accounting
Richardson GMP February 2014 - May 2015
Macquarie Group April 2013 - February 2014
TD August 2011 - July 2012
IIROC (Investment Industry Regulatory Organization of Canada) 2001 - 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2009 - 2010
IIROC (Investment Industry Regulatory Organization of Canada) 2008 - 2009
Scotia Capital 2007 - 2008
Scotia Capital 2005 - 2007
Etrade 2000 - 2005
Skills
Trading, Options, Equities, Asset Management, Capital Markets, Financial Services, Fixed Income, Risk Management, Mutual Funds, Securities, Derivatives
Education
Canadore College
Scotia Capital August 2010 - Present
Scotiabank August 2010 - Present
ScotiaMcLeod October 2008 - July 2010
Scotia Capital October 2008 - July 2010
Scotiabank October 2008 - June 2010
National Bank of Canada 2001 - October 2008
National Bank Financial April 1999 - October 2008
First Marathon Securities 1994 - 1999
Skills
Securities, Equities, Capital Markets, FINRA, Fixed Income
Education
Canadian Securities Institute 1995 — 1999
CSC, CPH, Securities Industry
Centennial College 1991 — 1994
Business, Marketing, Accounting
TD Securities August 2010 - Present
AltaGas 2009 - September 2010
Scotia Capital 2008 - 2008
Department of National Defence May 2002 - August 2007
Education
University of Calgary 2007 — 2009
MBA, Finance
Brigham Young University 1999 — 2002
Bachelor of Arts (BA), International Trade and Finance / Russian Language & Literature
HSS Structure Systems, Inc./Patriot Group of Structure Companies 2004 - 2010
Scotia Capital 1998 - 2004
Scotia Capital 1995 - 1998
Scotia McLeod (McLeod Young Weir Ltd.) 1984 - 1995
Montreal Trust Co. 1982 - 1986
Montreal Trust April 1981 - January 1982
Skills
Direct Sales, Program Management, Equities, B2B, Marketing Management, Team Building, Event Management, Negotiation, Financial Advisory, Account Management, Customer Service, New Business Development, Internal Audit, Internal Controls, Strategy, Contract Negotiation, Investments, Change Management, Fixed Income, Capital Equipment, Requirements Analysis, Product Launch, Cross-functional Team..., Budgets, Hospitals, Sales, Human Resources, Business Analysis, Business Strategy, Sales Management, Coaching, Public Speaking, Project Management, Product Development, Sales Presentations, Forecasting, Sales Operations, Medical Devices, Strategic Planning, Management, Marketing Strategy, Business Development, Operations Management, Pricing, Integrated Marketing, Market Planning, Money Market, Selling, Sales Process, CRM
Education
Concordia University 1975 — 1978
B. Com., Business Admin
Commerzbank AG November 2013 - Present
CIBC World Markets April 2009 - Present
Scotia Capital March 2001 - February 2009
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
New York Law School 1997 — 2000
JD, Law
University of Michigan 1994 — 1997
Mamaroneck High 1993 — 1997
Polar Securities 2005 - 2013
Scotia Capital 1999 - 2003
Scotia Capital 1996 - 1999
Education
Concordia University 1990 — 1995
Canadian Securities Institute
Scotiabank May 2014 - Present
Roynat Capital, a wholly owned subsidiary of Scotiabank November 2011 - May 2014
Roynat Capital, a wholly owned subsidiary of Scotiabank July 2010 - October 2011
Scotiabank September 2007 - June 2010
Scotia Capital November 2004 - September 2007
Skills
Executive Management, Banking, Strategic Policy..., Commercial Banking, Credit, Financial Analysis, Credit Analysis, Strategic Partnerships, Strategic Planning, Loans, Commercial Lending, Corporate Finance, Public Speaking, Credit Risk, Financial Modeling, Risk Management, Leadership, Portfolio Management, Finance, Retail Banking, Strategic Financial...
Education
Saint Mary's University
Honorary Doctor of Commerce
Saint Mary's University 1992 — 1996
BComm/MBA, Finance/Marketing & International Business
The American University in Cairo 1990 — 1992
Business Administration, Business
Columbia University - Columbia Business School
Creating a Breakthrough Strategy
TD Securities April 2013 - Present
Scotia Capital September 2012 - April 2013
SYNTELL Inc. September 2011 - August 2012
Adhithiya Systems 2008 - 2012
Telus Mobility April 2011 - August 2011
Travelex January 2010 - March 2011
Hewitt Associates 2003 - 2008
Bank of Montreal 2003 - 2008
Hexaware Technologies 2003 - 2008
Skills
SDLC, PL/SQL, Requirements Analysis, Oracle, DB2, SOA, Struts, Software Project..., Websphere, Software Development, Spring, Hibernate, Microsoft SQL Server, Web Services, Java Enterprise Edition, SQL, Data Warehousing, MySQL, ETL, Data Modeling, Informatica, Java
Education
Bharathiar University 1994 — 1998
B.E, Mechanical
Scotiabank Global Banking and Markets December 2014 - Present
Scotiabank Global Banking and Markets February 2012 - December 2014
Scotia Capital August 2011 - February 2012
Scotiabank January 2010 - August 2010
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Corporate Finance, Capital Markets, Financial Reporting, Analysis, Business Analysis, Credit, Bloomberg, Competitive Analysis, Valuation, Risk Management, Portfolio Management, Business Strategy, Data Analysis, Finance, Financial Risk, Investments, Credit Risk, Derivatives, Trading, Banking, Commercial Banking, Equities, Relationship Management, Fixed Income, Due Diligence, Commercial Lending, Structured Finance, Structured Products
Education
Dalhousie University 2009 — 2011
MBA, Finance, International Business
Scotiabank March 2012 - Present
Scotia Capital March 2007 - March 2012
Scotiabank January 2005 - March 2007
Scotiabank January 2003 - January 2005
Scotiabank February 2002 - January 2003
Eximbank November 1997 - October 2001
Eximbank October 1996 - November 1997
Skills
Finance, Risk Management, Financial Reporting, Credit, Financial Analysis, Fixed Income, Financial Accounting, Leadership, Internal Controls, Community Economic..., Account Reconciliation, Auditing, P&L Analysis, General Ledger, Regulatory Reporting, Management Reporting, Data Analysis
Education
Cape Breton University
Master of Business Administration (MBA)
St. Francis Xavier University
Course, Microfinance and Financial Inclusion
Canadian Securities Institute
Canadian Securities Course
The Institute of Canadian Bankers
Associate of The Institute of Canadian Bankers
Dresdner Bank
Seminar, Documentary Business
Academy of Economic Studies of Moldova
Bachelor of Economics, Banking and Finance
State University of Moldova
Bachelor of Education, Foreign Languages and Literatures
CoreCommodity Management LLC (f/k/a Jefferies Asset Management) August 2011 - Present
Scotia Capital August 2010 - August 2011
RBS Sempra Commodities January 2009 - August 2010
Skills
Commodity index strategy, Quantitative Analytics, Derivatives, Commodity, Options, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
M.S., Computational Finance
University of Delaware 2003 — 2007
Ph.D., Mechanical Engineering
Shanghai Jiao Tong University
S&P Capital IQ May 2014 - Present
ZSHARP Consulting May 2012 - Present
D+H June 2013 - May 2014
RBC Capital Markets January 2010 - April 2011
Moody's Analytics 2011 - 2011
Scotia Capital 2009 - 2010
Algorithmics (part of Fitch group) January 2001 - 2008
Algorithmics October 2001 - March 2002
Algorithmics January 2001 - October 2001
Nortel Networks September 1997 - September 2000
Skills
Supply Chain Management, System Design, Market Risk, Database Design, Risk Management, Enterprise Risk..., Basel II, Credit Risk, Integration, SDLC, Derivatives, Business Analysis, Risk, Capital Markets, Requirements Analysis, Program Management, Vendor Management, Software Project..., Change Management, Process Engineering, Business Intelligence, Equities, Risk Mitigation, Process Improvement, SQL, Fixed Income, Banking, Team Leadership, Product Management, Sybase, Software Development, IT Strategy, PMO, VBA, Management Consulting, Business Process, Unix, Business Strategy, Credit, Solution Design, Project Portfolio..., Asset Management, Project Delivery, Trading Systems, Project Planning, Requirements Gathering, Enterprise Architecture, Oracle, Agile Project Management, Databases
Education
Lawrence Technological University 1999 — 2001
MBA
Beijing University of Technology
BS
Tsinghua University
On Maternity Leave July 2013 - Present
HR Consultant June 2012 - Present
Boomerswork.ca June 2012 - Present
Archway Search Consultants May 2009 - June 2012
Scotia Capital October 2006 - September 2008
Amaranth Advisors 2003 - 2006
Raymond James Ltd. January 2002 - December 2003
Raymond James Financial January 2001 - December 2002
Raymond James Financial January 2001 - December 2002
CIBC World Markets June 1999 - December 2000
Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management
Education
Dalhousie University 1995 — 1999
BComm, Commerce Co-op
Lakefield College School
RBC Capital Markets January 2014 - Present
RBC Capital Markets April 2012 - December 2013
Algorithmics, an IBM Company November 2011 - April 2012
Scotia Capital January 2011 - April 2011
University of Waterloo September 2008 - April 2010
University of Waterloo May 2009 - August 2009
University of Waterloo May 2008 - July 2008
Skills
Quantitative Finance, Derivatives, Commodity Markets, Trading, Financial Risk, Portfolio Management, Risk Management, Interest Rate..., Market Risk, Quantitative Analytics, Financial Engineering, Bloomberg, Financial Modeling, Investments, Capital Markets, Fixed Income, Finance, Statistics
Education
University of Toronto 2010 — 2011
Masters of Mathematical Finance, 4.0
University of Waterloo 2007 — 2010
Mathematics \ Financial Analysis and Risk Management, 93.3
Пермский Государственный Технический Университет (ПГТУ) 2005 — 2006
5
School 22
Millani Perspectives May 2008 - Present
Finance and Sustainability Initiative / Initiative pour le finance durable January 2010 - Present
Speaker 2012 - 2015
Deloitte Canada May 2013 - May 2014
SASB – Sustainability Accounting Standards Board February 2013 - May 2014
McGill University 2012 - 2012
Scotia Capital 2003 - 2006
RBC Dominion Securities 1997 - 2001
Skills
Corporate Social..., Sustainable Business, Strategic Communications, Investments, Sustainability, Entrepreneurship, Sustainability Reporting, Sustainable Development, Asset Management, Capital Markets, Competitive Analysis, Leadership, Social Entrepreneurship, Sustainability..., Stakeholder Engagement, Analysis, Strategy
Education
Concordia University 2011 — 2011
Sustainable Investment Professional Certification (SIPC)
The University of British Columbia
Summer Institute in Sustainability
Mount Saint Vincent University 1984 — 1989
Bachelor of Business Administration (BBA)
Université de Montréal
French as Second Language
Letko Brosseau & Associates January 2014 - Present
HEC Montréal March 2012 - August 2014
HEC Montréal September 2012 - December 2013
Caisse de dépôt et placement du Québec May 2013 - August 2013
Caisse de dépôt et placement du Québec January 2013 - May 2013
Scotia Capital May 2010 - July 2011
HOOPP (Healthcare of Ontario Pension Plan) May 2009 - August 2009
Centre de Development en Informatique et Batiment March 2008 - June 2008
Skills
Bloomberg, Capital Markets, Derivatives, Portfolio Management, Equities, Economics, Econometrics, Econometric Modeling, Foreign Exchange, Fixed Income, Economic Forecasting, Trading, Corporate Finance
Education
HEC Montréal 2012 — 2014
M.Sc., Applied Economics, GPA: 4.1/4.3
Concordia University 2008 — 2011
BComm, Finance, GPA: 3.9/4.3
Dawson College 2005 — 2008
DEC, Computer Science Technology
cfa
international de montreal
international de montreal
TD June 2015 - Present
eSoftech Solutions Inc. August 1999 - Present
TD February 2013 - February 2015
Manulife Financial November 2011 - December 2012
TD Securities June 2010 - October 2011
Scotia Capital March 2009 - June 2010
Perimeter Financial March 2003 - February 2009
Knowledge Junction September 2000 - October 2001
EDS, an HP Company November 1997 - August 1999
Chopin Information Systems November 1993 - December 1997
Skills
SDLC, Business Analysis, Risk Management, Requirements Gathering, Requirements Analysis, Project Portfolio..., Portfolio Management, Vendor Management, Financial Risk, Business Requirements, PMO, Change Management, Business Intelligence, Business Process..., Program Management, Enterprise Architecture, Capital Markets, Project Management, Integration, Banking, Software Project..., Business Process, Agile Methodologies, Strategy, Management, Leadership, Start-ups, Team Leadership, Project Planning, Governance, Business Planning, Consulting, IT Strategy
Education
Grand Canyon University 2007 — 2009
Executive MBA, Focus on Leadership (Ken Blanchard School of Business)
American University of Beirut 1986 — 1990
B.Sc., Pure Mathematics
TELUS June 2008 - Present
Scotia Capital July 2001 - May 2008
IBM August 1996 - January 2001
Skills
Dimensional Modeling, ETL, Oracle, Cognos, Business Intelligence, Data Modeling, Microsoft SQL Server, Data Marts, Business Intelligence..., Business Objects, Data Warehousing, Dashboard, Databases, SDLC, SQL, DB2, OLAP, Business Analysis, Crystal Reports
Education
Beijing University of Technology 1987 — 1992
Bachelor of Science (BSc), Computer Science
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
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
Scotia Capital May 2011 - Present
CIBC World Markets June 2010 - April 2011
Syven Global Services June 2009 - August 2009
TELUS Communications May 2007 - July 2008
TELUS Communications May 2005 - April 2007
Skills
Fixed Income, Valuation, Finance, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration, Finance
University of Waterloo 2000 — 2005
Bachelor of Applied Science, Computer Engineering (Management Science Option)
ING Capital, LLC October 2007 - Present
Scotia Capital July 2005 - October 2007
Sprint Nextel (Digicom) 1997 - 2003
Skills
origination, credit risk analysis, Legal Compliance, Regulatory Compliance, Portfolio Management, Due Diligence, Financial Modeling, Term Sheets, Legal Documents, Project Finance, Budget Forecasts, Budget Monitoring, Contract Negotiation, Structured Finance, Leveraged Finance, Energy, Renewable Energy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
American University - Kogod School of Business 1994 — 1998
BS/BA
Golden State Warriors July 2011 - Present
HIFX, INC February 2008 - November 2009
Accretive Solutions August 2006 - January 2008
Agilent Technologies May 2005 - August 2005
Scotia Capital - Turnaround Group January 2002 - January 2004
Scotia Capital January 1998 - January 2002
BANK OF AMERICA SECURITIES May 1997 - August 1997
Skills
Corporate Finance, New Business Development, Loans, Portfolio Management, FX Options, Financial Risk, Financial Modeling, Banking, Financial Analysis, Risk Management, Strategic Financial..., Valuation
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
MBA, Finance Concentration
Arizona State University 1994 — 1997
B.S., Finance
Scotiabank Global Banking and Markets April 2015 - Present
Scotiabank Global Banking and Markets December 2012 - March 2015
Scotia Capital August 2011 - December 2012
Scotia Capital January 2011 - August 2011
Scotia Capital June 2009 - January 2011
Scotia Capital June 2008 - September 2009
WNS Global Services Pvt. Ltd. 2005 - 2006
NCAER 2002 - 2003
Skills
Corporate Finance, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Investment Banking, Bloomberg, Portfolio Management, Equities, Economics, Credit Risk, Investments, Structured Finance, Fixed Income, Restructuring
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
University of Warwick 2003 — 2004
MSc
Delhi University 1999 — 2002
BA (Hons)
Carmel Convent School 1997 — 1999
High School
Scotia Capital January 2012 - Present
TD Asset Management September 2008 - November 2010
Shalifay Investments September 2006 - August 2008
Future Shop August 2007 - June 2008
Exposoft May 2006 - December 2006
Skills
Financial Statement..., VBA
Education
Wall Street Prep 2011 — 2011
York University - Schulich School of Business 2004 — 2008
iBBA, Finance, International Business
European Business School Oestrich-Winkel 2007 — 2007
Masters, Finance
Forest Hill CI 2000 — 2004
High School Diploma
CFA Charter Candidate - Passed Level III Exam
RBC Wealth Management November 2013 - Present
Scotiabank March 2012 - November 2013
Munich Reinsurance Company of Canada August 2010 - February 2012
Scotia Capital January 2010 - July 2010
RBC Dominion Securities 2007 - January 2010
CNA January 2007 - June 2007
CarImpex 2006 - 2007
MFX Fairfax 2002 - 2005
OnX Enterprise Solutions 2000 - 2002
Skills
Agile Methodologies, Microsoft SQL Server, Visual Studio, C#, T-SQL, ASP.NET, Oracle, JavaScript, .NET, MySQL, Programming, Perl, Linux, Java, VB.NET, PL/SQL, Visual Basic, Apache, Eclipse, Java Enterprise Edition, JDBC
Education
Санкт-Петербургский Государственный Морской Технический Университет
MA, Applied Math
Scotia Capital May 2010 - Present
Education
Carnegie Mellon
MS, Computational Finance
The University of Texas at Austin
BS Computer Science, BA Economics
Morgan Stanley Investment Management March 2014 - Present
Scotiabank December 2011 - March 2014
Scotiabank October 2007 - December 2011
Scotia Capital October 2004 - October 2007
Deloitte July 2001 - October 2004
Arthur Anderson 2001 - 2001
Rutgers 1998 - 1999
Skills
Credit, Investments, Portfolio Management, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Investment Banking
Education
Boston College 1997 — 2001
Chi-X Canada July 2010 - Present
Scotia Capital May 2009 - September 2009
E*TRADE Capital Markets October 2007 - September 2009
E*TRADE Financial June 2004 - October 2007
Skills
Direct Market Access, Trading, Trading System
Education
Carleton University 1997 — 2001
B. Commerce, Business
Barclays Capital June 2011 - Present
Scotia Capital July 2010 - June 2011
Taylor-DeJongh April 2009 - July 2010
Unilix Industrial Ltda January 2007 - July 2008
Unilix Industrial Ltda January 2000 - December 2002
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Capital Markets, Mergers, Financial Structuring, Project Finance, Credit Analysis, Equities, Finance, Business Strategy, Loans, Corporate Development, Corporate Finance, Strategic Planning, Financial Analysis, Emerging Markets, Quantitative Analytics
Education
Georgetown University 2008 — 2010
MBA, Finance
University of Oxford 2005 — 2006
Spencer Fellow, Philosophy, Politics and Economics (PPE)
Columbus State University 2003 — 2006
BA, Political Science
Perpetuo Socorro
Universidade de Brasília
Scotia Capital October 2010 - Present
Scotia Capital January 1999 - September 2010
Scotia Capital September 1996 - December 1998
Credit Lyonnais January 1993 - August 1996
Lloyds TSB Bank plc December 1987 - May 1990
Skills
Corporate Finance, M&A experience, Finance, Strategy, Management, Executive Management, Management Consulting, Relationship Management, Mergers & Acquisitions, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Accounting
Carleton University 1983 — 1987
B.Comm, Marketing
Carleton University 1983 — 1986
BA, Psychology
Earl of March Secondary School 1978 — 1983
Scotia Capital 2004 - Present
SunGard - FAME 2003 - 2004
SunGard 2002 - 2004
FAME Information Services 2000 - 2003
Statistics Canada 1998 - 1999
KAO INFOSYSTEMS CANADA INC 1995 - 1999
KAO Infosystems 1994 - 1998
Education
Algonquin College of Applied Arts and Technology 1994 — 1995
Diploma, Computer Programmer
Arnprior District High School 1990 — 1993
OSSD
Lefrak Organization June 2012 - Present
Lefrak Organization June 2008 - June 2012
Scotia Capital January 2006 - July 2007
Scotia Capital August 2003 - December 2005
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Asset Management
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Real Estate
University of Manitoba 1998 — 2002
BComm, Finance and Accounting
Mizuho Corporate Bank September 2007 - Present
Scotia Capital 2005 - 2007
Reuters Loan Pricing Corp 2004 - 2005
Reuters Loan Pricing Corp 2004 - 2005
Loan Pricing 2004 - 2004
Skills
Capital Markets, Syndications, Leveraged Finance, Senior Debt, Bloomberg, Investment Banking, Valuation, Equities, Financial Markets, Corporate Finance, Equity Research, Financial Analysis, Structured Finance, Credit Analysis, LBO
Education
Boston University - School of Management 2000 — 2004
BS, Finance
Scotiabank November 2014 - Present
Scotia Capital August 2011 - Present
Siemens Energy October 2008 - May 2011
HSBC September 2006 - August 2007
Skills
ITIL, Business Analysis, Project Delivery, Risk Management, Business Process, Requirements Gathering, IT Service Management, Project Management, SDLC, Requirements Analysis, Release Management, Disaster Recovery, Process Flow..., IT Management, Service Delivery, Unix, Basics of Unix, Software Testing Life..., Information Security..., Software Project..., Process Improvement, Analysis, Incident Management, Visio, Software Documentation, Software Development..., Information Security..., ISO 27001, Process Management, VBA, ClearCase, ClearQuest, Change Control, Tortoise SVN, Subversion
Education
Birkbeck, U. of London 2007 — 2008
Master of Science (MSc), Innovation Management and Technology Policy
Royal Holloway, U. of London 2003 — 2006
Management with Information Systems, IT
Credit Agricole CIB December 2005 - Present
UFJ Bank 2004 - 2005
Scotia Capital 2000 - 2003
Bank of Tokyo-Mitsubishi 1998 - 2000
American Embassy, Tirana, Albania 1991 - 1992
Education
Columbia University - School of International and Public Affairs 1994 — 1996
M.I.A, International Affairs
Bryn Mawr College 1992 — 1994
B.A., Political Science
Universiteti i Tiranës
Scotiabank September 2015 - Present
TD Securities September 2006 - Present
Scotia Capital 1999 - 2006
MCM CurrencyWatch 1992 - 1996
Thomson IFR/ForexWatch September 1986 - June 1992
Skills
FX Options, FX trading, Capital Markets, Financial Markets, Trading Strategies, Trading, Commodity, Hedge Funds, Technical Analysis, Investments, Derivatives, Trading Systems, Currency, Electronic Trading, Equities
Education
Cass Business School 1996 — 1998
Master of Business Administration (MBA)
University of Portsmouth 1982 — 1986
BA, German & French
The Philipp University of Marburg 1983 — 1983
Université de Pau et des Pays de l'Adour 1983 — 1983
Palmers VI Form College 1979 — 1982
Garda May 2007 - Present
Garda World Corporation May 2007 - Present
Caisse de dépôt et placement du Québec 2003 - 2007
La caisse de dépôt et placement du Québec 2003 - 2007
Hautes Études Commerciales March 2001 - May 2006
Scotia Capital September 1999 - July 2003
Scotia Capital September 1999 - July 2003
Petro-Canada January 1997 - January 1999
Nalco Inc January 1995 - January 1997
Education
CFA 2000 — 2002
Ecole des hautes Etudes commerciales 1997 — 1999
MBA, Finance
HEC Montréal 1997 — 1999
MBA, Finance
Institut national polytechnique de Grenoble 1994 — 1995
International Exchange 1994 — 1995
Chemical Engineering
Montreal Polytechnic School 1991 — 1995
Bachelor of Chemical Engineering (P. Eng
Scotia Capital September 2006 - Present
Export-Import Bank of the United States June 2006 - September 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Finance & International Business
The University of Montana - School of Business Administration 1997 — 2001
Volvo Financial Services February 2010 - Present
Granite Pass Capital Partners, LLC June 2008 - February 2010
Merrill Lynch April 2007 - June 2008
ING Financial Markets June 2005 - April 2007
GE Capital September 2000 - June 2005
Scotia Capital March 1998 - September 2000
Peacock, Hislop, Staley & Given 1994 - 1998
Skills
Structured Finance, Capital Markets, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Finance, Financial Modeling, Securitization, Valuation, Credit, Banking, Investments, Financial Services, Equities, Loans, Strategy, Financial Analysis, ABS, Loan Origination, Investment Banking, Trading, Underwriting, Mergers, Investor Development, capital markets..., asset syndication, Asset-backed..., Governance, ABCP, Hedging
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (M.B.A.)
Arizona State University 1985 — 1989
BS
Scotia Capital Managing DirectorScotiacapital1992 - 2010
Education
Columbia University - Columbia Business School 1990 — 1992
Eaton Vance Management October 2014 - Present
Eaton Vance May 2005 - September 2014
Fieldstone Capital Group April 2004 - May 2005
Scotia Capital June 2001 - April 2004
ING Barings June 2000 - March 2001
Education
Boston College 1996 — 2000
Bachelor's Degree, International Relations, Economics & French, Magna Cum Laude
Export Development Canada April 2012 - September 2013
Fédération des Caisse Populaire Desjardins 2008 - 2011
Société Générale de financement du Québec 2007 - 2008
Scotia Capital 1998 - 2006
National Bank of Canada 1994 - 1998
BNP Paribas 1989 - 1994
TD Bank Group 1984 - 1989
Skills
Client Relationship..., New Business Development, Credit Analysis, Credit structuring, Problem Solving, Decision Making, Analytic thinking, Impact & influence, Team Leadership, Mentoring Of Staff, Financial Analysis, Value Creation, Entrepreneurial Skills, Negotiation, Cross Selling, Planning, Portfolio Management, Deal Structuring, Trusted advisor, Trusted Advisor, CRM, Social Influence, Credit
Education
Bishop's University 1981 — 1983
BBA, Finance
RBC January 2013 - Present
Canada Pension Plan Investment Board January 2012 - December 2012
RBC Capital Markets August 2006 - December 2011
BNP Paribas 2004 - 2006
Scotia Capital September 2002 - August 2004
BNP Paribas August 2001 - July 2002
LIFFE September 2000 - April 2001
SunGard Data Systems March 1998 - September 2000
Dow Jones Telerate 1995 - 1998
Sargent Brothers Limited September 1994 - January 1995
Skills
Project Charters, Business Case..., Stakeholder Management, Derivatives, Budgeting, Compliance, Project Initiation, IFRS, Credit Risk, Market Risk, Basel II, Risk Management, Business Analysis, PMP, Vendor Management, SOX, Capital, Visio
Education
Cass Business School 1996 — 1998
MBA
State University of New York College at Buffalo 1985 — 1989
Bachelor of Science, Business Studies
San Jose State University
Scotia Capital September 2007 - November 2011
State Street Global Markets January 2002 - August 2007
ICI Mutual August 1999 - December 2001
Skills
Portfolio Management, Credit Analysis, Bonds, Capital Markets, Due Diligence, Trading, Financial Structuring, Fixed Income, Structured Finance, Investments, Derivatives, Structured Products, Credit, Securities, Syndications
Education
University at Albany, SUNY 1996 — 1999
MBA, Finance
Bryant University 1992 — 1996
BSBA, Finance & Management (double)
CIBC World Markets August 2011 - Present
Scotia Capital May 2009 - August 2011
Owens MacFadyen Group May 2008 - August 2008
Education
Dalhousie University 2007 — 2009
University of New Brunswick 2003 — 2007
BSc, Biology (Physiology)
Intermarket Corp May 2008 - Present
Allied Irish Banks plc April 2007 - May 2008
Scotia Capital July 1995 - January 2006
EAB 1990 - 1993
Skills
Leveraged Finance, Credit Analysis, Portfolio Management, Corporate Finance, Credit, Banking, Valuation, Financial Analysis, Risk Management, Workout, LBO, Credit Risk, Fixed Income
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University 1986 — 1990
BA, Economics, Business Administration
Scotiabank May 2009 - Present
Scotia Capital May 2009 - January 2010
UBS 1998 - 2009
UBS Investment Bank 1998 - 2009
Education
Fairfield University 2000 — 2002
MBA, Information Systems & Operations Processing
Fairfield University 1994 — 1998
BS, Finance
CIBC World Markets 2007 - Present
Scotia Capital 2004 - 2007
HSBC Securities 2000 - 2004
Education
University of Eastern Africa Baraton
Business Administration, Management
Phoenix Interactive May 2012 - March 2014
Scotia Capital February 2011 - November 2011
MFX Fairfax November 2006 - March 2008
Scotiabank 1999 - 2005
Scotiabank 1995 - 1999
Scotiabank 1989 - 1997
Education
Centennial College 2009 — 2010
Post Graduate Certificate, Project Management
Seneca College of Applied Arts and Technology 1986 — 1988
Computer Engineering Technology
Scotia Capital September 2008 - Present
Public Speaking Engagements January 2012 - Present
Whitney National Bank March 2008 - September 2008
Bank of America August 2002 - November 2007
Skills
Trade Finance, Treasury Management, Commercial Banking, Banking, Cash Management, Treasury Services, Credit, Credit Analysis, Liquidity Management, Commercial Lending, Loans, Portfolio Management, Financial Analysis, Credit Risk, Payments, Relationship Management, Deposit Growth, Client Service Oriented, Capital Markets, Client Services, Financial Services, FX Options, Finance, Investments, Credit Cards
Education
University of St. Thomas (TX) 2014 — 2016
Master of Finance
Arkansas State University 1999 — 2002
B.S.
Scotiabank Global Banking and Markets 2012 - Present
Pro-Financial Asset Management February 2011 - December 2011
Scotia Capital April 2010 - August 2010
Budds' Group of Companies September 2008 - December 2008
Aliant January 2008 - May 2008
Education
Dalhousie University 2007 — 2011
Commerce, Finance
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Nomura Securities July 2009 - Present
Barclays Capital May 2006 - May 2009
Credit Suisse July 2004 - April 2006
Scotia Capital November 1998 - June 2004
Skills
High Yield, Hedge Funds, Credit Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Trading, Alternative Investments, Bonds, Securities, Portfolio Management, Derivatives, Hedging, Bloomberg, CDS, Structured Finance, Options, Financial Modeling, Trading Systems, Private Equity, Investments, Leveraged Finance, Financial Structuring, Electronic Trading, Financial Markets, Valuation, Equity Research, Emerging Markets, FX Options, Asset Management, Structured Products, Equity Derivatives, Special Situations, Securitization, Investment Management, Commodity, Global Macro, Market Risk, ABS, Proprietary Trading, Quantitative Finance, Interest Rate..., Equity Valuation, CDO, Equity Trading, Swaps, Modern Hebrew, LBO, Series 7
Education
Columbia University - Columbia Business School
MBA, Finance, Graduated with Honors
RBC April 2015 - Present
BMO Nesbitt Burns, Wealth Management January 2014 - March 2015
RBC 2015 - 2015
RBC 2015 - 2015
RBC 2015 - 2015
CIBC, Credit Risk Management July 2011 - January 2014
Scotia Capital October 2008 - June 2011
AGF Management Limited September 2006 - September 2008
Dynamic Funds August 2000 - August 2006
Skills
SQL, Business Analysis, Data Modeling, User Acceptance Testing, Microsoft SQL Server, Software Development, SDLC, Visio, Business Requirements, Requirements Analysis, Agile Methodologies, Data Warehousing, Requirements Gathering, MS Project, Enterprise Architecture, Integration, Systems Analysis, Business Process, Software Project..., Software Documentation, ETL, UML, Solution Architecture, Quality Center, Risk Management, Database Design, SOA, ITIL, Functional..., Oracle, Databases, Vendor Management
Education
University of Edinburgh 1990 — 1991
MSc., Knowledge Based Systems
Ain Shams University 1984 — 1989
BSc., Computer Engineering
EY August 2014 - Present
RSA July 2010 - August 2014
aviva April 2008 - August 2008
Work Place Safety and Insurance Board of Ontario January 2007 - April 2007
Scotia Capital May 2006 - August 2006
Skills
VBA, Insurance, Actuaries, Financial Analysis, Solvency II, Actuarial Science, Microsoft Excel, Data Analysis, Financial Risk, Analysis, Reinsurance
Education
Eidgenössische Technische Hochschule Zürich 2009 — 2010
Mathematics - exchange study
University of Waterloo 2005 — 2010
Bachelor of Mathermatics, Actuarial Science
The Woodlands Secondary School
Union Bank August 2011 - Present
Scotia Capital 1986 - June 2011
Piedmont Soceer 2004 - 2011
Norwest Bank 1983 - 1985
Skills
Banking, Capital Markets, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Start-ups, Strategy, Telecommunications, Business Strategy, Financial Services, Credit Risk, Investment Banking, Finance
Education
Ivey Business School at Western University 2003 — 2003
Ivey Executive Program, Executive Management
Thunderbird School of Global Management 1985 — 1986
MBA/MIM, Finance
Augsburg College 1979 — 1983
BA, Double Major in Economics and Finance and a Minor in Political Science
Universitetet i Oslo (UiO) 1979 — 1980
SUST, Scandanavian Urban Studies and Development
FINRA
Series 79 and 24
Shackleton Capital Partners 2008 - Present
Scotia Capital 1984 - 2006
Skills
Capital Markets, Investments, Strategy, Real Estate, Loans, Mortgage Lending, Valuation, Management, Finance, Financial Modeling, Portfolio Management, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Equities
Education
Cornell University - Johnson Graduate School of Management 1982 — 1984
MBA, Finance
UCL 1978 — 1981
BSc, Maths & Physics
Scotia Capital February 2010 - Present
Baycrest October 2008 - February 2010
World Trade Group 2008 - 2008
Skills
User Interface Design, CSS, Flash, Information Architecture, Interaction Design, User Experience, XHTML, Usability Testing, User-centered Design, Dreamweaver, HTML5, WordPress, User Interface, Web Design
Education
Beijing Institute of Clothing Technology
Bachelor, Art and Design
CIBC Wood Gundy May 2005 - Present
Scotia Capital July 2002 - May 2005
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement, Estate Planning, Banking, Investment Management, Financial Services, Mortgage Lending, Equities, Finance, Investment Advisory
Education
Durham College
SPAD
Laurentian University/Université Laurentienne
Sociology
RBC Capital Markets 2011 - Present
RBS 2008 - 2011
RBS 2001 - 2008
KBC Bank 2000 - 2001
Scotia Capital 1998 - 2000
Louis Berger International 1995 - 1997
US Peace Corps 1990 - 1993
Skills
Syndications, Investment Banking, Project Finance, Loans, Capital Markets, Leveraged Finance, Finance, Corporate Finance, Structured Finance, Financial Structuring, Valuation, Emerging Markets, Financial Modeling, Fixed Income
Education
Columbia University - School of International and Public Affairs
Williams College
BA, Political Economy
MatlinPatterson Credit Trading Partners August 2014 - Present
Cantor Fitzgerald September 2010 - March 2014
Fidelity National Special Opportunities August 2006 - December 2009
Imperial Capital LLC July 2003 - January 2006
Scotia Capital November 1999 - May 2003
Skills
High Yield, Credit, Hedge Funds, Capital Markets, Fixed Income, Equities, Private Equity, Leveraged Finance, Investment Banking, Alternative Investments, Valuation, Bloomberg, Trading, Investments, Bonds, Derivatives, Special Situations, Equity Trading, CDS, Portfolio Management, Capital Structure, Equity Research, Structured Products, Loans, Structured Finance, Series 7, Emerging Markets, Financial Markets, Financial Structuring, LBO, Securities, Equity Derivatives, Credit Derivatives, Options, Finance, Credit Analysis, Asset Management, Investment Management, Equity Valuation, Fund Of Funds, Securitization, Series 63
Education
Fairfield University 1998 — 1999
Finance
University of New Haven 1996 — 1998
MBA, Business
Salve Regina University 1990 — 1994
BA, History
Notre Dame
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets 1991 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA
Natixis 2008 - Present
Deutsche Bank 2006 - 2008
SunTrust Robinson Humphrey 2002 - 2006
Scotia Capital 1997 - 2002
TCF Financial 1995 - 1997
First Midwest 1994 - 1995
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Derivatives, Portfolio Management, Equities, Corporate Finance, Credit Analysis, Structured Products, Hedge Funds
Education
DePaul University 1995 — 1998
MBA, Managerial Accounting
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
BNP Paribas February 2006 - Present
Scotia Capital June 2002 - February 2006
CIBC World Markets April 1990 - June 2002
Skills
Corporate Finance, Project Finance, Structured Finance, Private Equity, Syndications, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of St. Thomas 1979 — 1984
BA, Business and Econ
Scotia Capital April 2010 - Present
IBM June 2005 - February 2010
Qualicom Innovations April 2004 - June 2005
Skills
Capital Markets, Business Requirements, Business Analysis, Derivatives, Requirements Gathering, Vendor Management, Banking, SDLC, Trading Systems, Requirements Analysis, User Acceptance Testing, Equities, Software Documentation, Financial Services, PMO, Waterfall, PMP, Business Process..., Risk Management, Market Data, Financial Risk, Back Office, Project Portfolio..., Software Project..., Portfolio Management, IT Strategy, Investment Banking, Systems Analysis, Business Process..., Analysis, Market Risk, Project Delivery, Financial Markets, FX Options, Business Process, Integration
Education
Carleton University 1987 — 1992
Business
Deustche Bank June 2008 - Present
Scotia Capital September 2006 - April 2007
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
MS, Computational Finance
University of Waterloo 2002 — 2007
Bachelor, Computer Science
Goldman Sachs December 2014 - Present
Goldman Sachs September 2012 - Present
Scotia Capital May 2009 - September 2012
UBS Investment Bank July 2007 - April 2009
Education
Fairfield University 2003 — 2007
BS, Finance, Economics
Scotia Capital March 2006 - Present
Education
Carleton University 1997 — 2002
BSC, Computer Science
Scotia Capital January 2007 - January 2009
Bank of America/Fleet Precious Metals June 1990 - January 2007
HSBC (formally Republic National Bank) August 1987 - June 1990
Federated Department Stores June 1983 - August 1987
Skills
Asset Based Lending, commercial lending, Credit, Credit Analysis, Loans, Portfolio Management, Underwriting, Financial Risk, Corporate Finance, Asset Managment, Financial Structuring, Commercial Banking, Banking, Credit Risk, Mortgage Lending, Commercial Lending, Mergers & Acquisitions, Asset Management, Small Business Lending, Integrity, Accounting, Negotiation, Loan Origination
Education
Fairfield University 1979 — 1983
BA, Economics
Fairleigh Dickinson University MBA 1985 — 1989
MBA, Finance
Bowery Investment Management, LLC April 2014 - Present
Brown Brothers Harriman May 2010 - June 2013
Loughlin Meghji + Company July 2008 - May 2010
Scotia Capital July 2007 - December 2007
Morgan Stanley June 2006 - December 2006
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northeastern University 2003 — 2008
BSBA, Finance
Scotia Capital February 1992 - Present
Shell Canada July 1977 - December 1991
Education
Dalhousie University 1975 — 1977
B. Eng., mining Engineering
University of PEI 1972 — 1975
Diploma Engineering, Engineering
KDW Consulting June 2013 - Present
Scotia Capital December 2010 - January 2013
Thomson Reuters November 2009 - December 2010
State Street Global Markets February 1997 - December 2008
ABN-Amro 1994 - 1997
CIBC May 1990 - December 1993
Lloyds Bank Group 1985 - 1990
Skills
Fixed Income, Equities, Alternative Investments, Bloomberg, Financial Markets, Capital Markets, Hedge Funds, Investment Management, Derivatives, Trading Systems, Electronic Trading, Currency, Mutual Funds, Investment Banking, Asset Management, Investments, Foreign Exchange, Financial Modeling, FX Options, Trading, Options, Emerging Markets, Securities, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Investment Strategies, Financial Services, Structured Products, Bonds, Equity Research, Valuation, Series 63, FX trading, Swaps, Hedging, Equity Trading, Wealth Management, Private Equity, Commodity, Financial Risk, Investment Advisory, Market Data, Equity Derivatives, Interest Rate..., Bloomberg Terminal, ETFs, Risk Management, Technical Analysis
Education
Columbia College (NY)
Core Curriculum
The Johns Hopkins University
M.A., History
University of California, Riverside
B.A., History
TD December 2014 - Present
Scotia Capital July 2010 - October 2014
HSBC Bank USA, NA April 2006 - July 2010
Cadwalader, Wickersham & Taft LLP September 2003 - March 2006
Skills
Structured Products, Derivatives, Equity Derivatives, Swaps, Structuring
Education
University of Chicago Law School 2000 — 2003
JD
Emory University 1996 — 2000
BA, Political Science
Scotia Capital August 2002 - Present
JP Morgan September 1999 - March 2002
UBS Investment Bank 1998 - 1999
Skills
Equity Research
Education
Institute of Business Administration 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1992 — 1993
BA
United World College of SE Asia 1990 — 1992
IB
Beaconhouse Public School
CGI December 2011 - Present
Scotia Capital March 2010 - December 2012
Tech Mahindra (formerly Mahindra Satyam) 2005 - 2011
Tech Mahindra (formerly Mahindra Satyam) 2005 - 2011
The McGraw Hill Companies February 2008 - January 2010
Cisco Systems March 2005 - February 2008
Aztec Software Ltd December 2003 - January 2005
Skills
Weblogic, Spring, Databases, Integration, XML, SDLC, Struts, Hibernate, JSP
Education
Andhra University 1994 — 1997
MCA, Computer Science
Bank of America Merrill Lynch July 2015 - Present
Bank of the West December 2014 - July 2015
Bank Of The West December 2005 - December 2014
US Bank January 2003 - December 2005
Scotia Capital January 2001 - January 2003
Scotiabank 1999 - 2001
Scotiabank 1995 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Credit Risk, Banking, Treasury Management, Portfolio Management, Underwriting, Capital Markets, Relationship Management, Cash Management, Lines Of Credit, Financial Analysis, Investments, Financial Modeling, Risk Management, Cross Selling, Syndications, Small Business Lending, Loan Origination, Retail Banking, Commercial Mortgages, Asset Based Lending, Consumer Lending, Private Banking, Finance
Education
City University of Seattle 1997 — 1999
MBA, Marketing
University of Victoria 1989 — 1994
BA, English Literature
Scotia Capital July 2009 - Present
Credit Suisse Securities (USA) LLC July 2001 - June 2009
Credit Suisse 1999 - 2001
Education
Connecticut College 1995 — 1999
BA Economics
The Lawrenceville School 1993 — 1995
Scotiabank August 2015 - Present
Scotiabank July 2014 - August 2015
Scotiabank February 2011 - July 2014
Scotia Capital December 2005 - February 2011
Scotia Capital June 2003 - December 2005
Skills
Credit Analysis, Banking, Credit, Portfolio Management, Commercial Banking, Risk Management, Structured Finance, Mergers & Acquisitions, Project Finance, Loans, Analysis, Capital Markets, Financial Structuring, Leadership, Financial Analysis
Education
Dalhousie University 1993 — 1995
MBA, Finance and International Business
St. Francis Xavier University 1986 — 1990
BBA, Management
Scotiabank Global Banking and Markets March 2014 - Present
Scotia Capital June 1997 - Present
Scotia Securities March 1994 - June 1997
Skills
Derivatives, Options, FX, Forwards, FX Options, FX trading, Currency, Hedging, Swaps, Risk Management, Money Market, Financial Markets, Trading, Capital Markets, Heraldry
Education
Concordia University 1991 — 1993
M.A., Econometrics
McGill University 1988 — 1991
B.A., Economics
Sunlife Financial November 2013 - Present
Aviva Canada March 2011 - October 2013
Scotia Capital November 2010 - February 2011
Bank of Montreal May 2010 - October 2010
Intact Financial Corporation June 2006 - May 2010
PMI Mortgage Insurance Co. April 2006 - May 2006
belairdirect / ING Canada October 2005 - March 2006
Infosys Technologies Ltd June 2004 - September 2005
PMI Mortgage Insurance Co. February 2004 - May 2004
Infosys 2003 - 2004
Skills
Data Warehousing, Data Management, Business Objects, Dashboards, Microsoft Office 2007, Crystal Reports, Xcelcius Dashboard..., Web Intelligence, Oracle SQL, Dashboard, SDLC, Microsoft SQL Server, Business Intelligence, Databases, Database Design, Requirements Gathering, Oracle, Solution Architecture, DB2, PL/SQL, Data Modeling, Data Migration, Data Integration, Data Analysis, Informatica, Data Warehouse..., Business Intelligence..., Teradata, ETL, Erwin
Education
Anna University 1996 — 2000
B Tech, Instrumentation and Control Engineering
Industrial Alliance Seurtieis Inc. April 2014 - Present
MGI Securities July 2006 - Present
Scotia Capital December 1999 - June 2006
Hampton Securities May 1998 - October 1999
Thompson Kernaghan November 1996 - May 1998
Gordon Capital August 1991 - November 1996
Skills
Compliance, Securities, Investments, AML, Due Diligence, Privacy
Education
Fanshawe College
Alphalink Investment Partners Inc July 2015 - Present
Excel Funds Management Inc February 2015 - Present
Alphalink Investment Partners Inc January 2009 - January 2015
Excel 2015 - 2015
Excel 2015 - 2015
Scotia Capital 2010 - 2011
AIMA 2007 - 2011
BluMont Capital 2003 - 2008
CIBC Wood Gundy 1996 - 2003
Education
Castleton University 1985 — 1989
BS
BMO Capital Markets May 2012 - Present
Scotia Capital January 2010 - May 2012
Scotiabank Global Banking and Markets January 2008 - January 2010
Education
Carnegie Mellon University 2006 — 2007
Master’s Degree, Computational Finance
Universidade de São Paulo 2000 — 2006
Master’s Degree, Physics
Ecole polytechnique 2001 — 2002
exchange
Scotia Capital October 2004 - January 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Capital Markets
Education
Boston College - Carroll School of Management 2011 — 2013
MBA/MSF, Finance
Scotia Capital Administrative Assistant IIIUCSF Medical CenterJune 2011 - October 2014
CPMC Medical Cener 1997 - 2001
Marsh & McLennan Companies, Inc. July 1991 - July 1997
Hewlett Packard 1985 - 1989
Education
City College of San Francisco 1996 — 2013
AA and AS, LGBT Studies, Humanities, Behavioral Sciences, 3.7 GPA
Warren High School 1974 — 1977
scotia capital 1999 - 2005
Education
Binghamton University 1993 — 1995
BA, History
Iona College 1991 — 1993
Dundee Capital Markets July 2013 - Present
Casimir Capital Ltd. April 2012 - July 2013
Scotia Capital November 1997 - February 2012
NBC Levesque International Ltd. August 1995 - November 1997
Marleau Lemire (USA), Inc. January 1994 - June 1995
Skills
Series 63, Series 7, Traders Training Course..., Institutional Sales, Institutional, Equities, Capital Markets, Bloomberg, Fixed Income, Investments, Equity Research, Hedge Funds, Portfolio Management, Securities, Valuation, Equity Valuation, Trading, Asset Management, Derivatives, Financial Modeling, Equity Trading, Investment Banking, Financial Markets, Options, Alternative Investments, Equity Sales
Education
Concordia University
BCom, Finance
pchs
pchs
RBC Dominion Securities 2013 - Present
Scotia Capital 2010 - 2013
Scotia Capital 2009 - 2010
Humber College 2009 - 2009
Scotia Capital 2008 - 2008
Enbridge Gas Distribution 2007 - 2007
Skills
Equities, Equity Research, Trading, Derivatives, Finance, Financial Modeling, Valuation, Hedge Funds, Investments, Options, Corporate Finance, Financial Analysis, Private Equity, Personal Financial..., Estate Planning, Strategy
Education
McMaster University
MBA, Finance, Deans List
CFA
EDHEC Business School
Master of Science (M.Sc.), Finance
University of Guelph
Bachelor of Commerce (BCom) Honours, Economics, Deans List
Allied Properties REIT April 2014 - Present
Scotia Capital February 2011 - April 2014
CNIB April 2011 - June 2012
IKEA May 2009 - August 2009
Canadian Tire September 2008 - December 2008
Killam Properties Inc January 2008 - April 2008
Education
Dalhousie University 2006 — 2010
Bachelor of Commerce, Marketing
BMO Capital Markets February 2014 - Present
TD Securities January 2012 - October 2013
TD Securities May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
BMO Financial Group April 2007 - August 2009
BMO Financial Group April 2006 - August 2006
RBC Royal Bank May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Services
Education
McMaster University 2009 — 2011
MBA
Acadia University 2002 — 2006
B.B.A, Finance
Scotia iTrade August 2011 - Present
Bank of Montreal October 2010 - July 2011
Scotia iTRADE March 2007 - October 2010
Scotia Capital March 2006 - March 2007
E*Trade Canada July 2004 - March 2006
Skills
Spring, Fixed Income, Agile Methodologies, Java Enterprise Edition, SQL, Tomcat, SDLC, Oracle, Business Analysis, XML, Java, Eclipse, Websphere, Sybase, Databases, Weblogic, Microsoft SQL Server, Software Development
Education
University of Waterloo
Master, Mathmatics
Carleton University 1999 — 2001
Bachelor, Computer Science
Tsinghua University 1990 — 1995
Bachelor's degree, Civil Engineering
Canada Mortgage and Housing Corporation (CMHC) October 2013 - January 2015
Canada Mortgage and Housing Corporation (CMHC) September 2012 - October 2013
Canada Post Corporation November 2009 - September 2012
Office of the Auditor General for Canada 2003 - 2009
Scotia Capital 2000 - 2002
Skills
Finance, Financial Analysis, Corporate Finance, Auditing, Risk Analysis and..., Cash Flow Forecasting, Bilingual, Credit, Analysis, Loans, Financial Modeling, Financial Reporting, Variance Analysis, Internal Controls
Education
Concordia University 2002 — 2004
Post Graduate Diploma
McGill University 1997 — 1999
Post Graduate Diploma
University of Ottawa / Université d'Ottawa
International Master of Business Administration (IMBA)
Scotiabank Global Banking and Markets February 2013 - Present
Lombard Insurance May 2011 - August 2011
O'Regan's Automotive Group September 2010 - December 2010
Scotia Capital January 2010 - April 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Time Management, Budgets, PowerPoint, Teamwork, Corporate Finance, Team Leadership, Customer Service, Forecasting, Risk Management, Auditing, Strategic Planning, Financial Accounting, Financial Reporting, Research, Data Analysis
Education
Dalhousie University 2008 — 2012
Commerce, Accounting
JPMorgan Chase & Co. May 2015 - Present
Deutsche Bank October 2013 - May 2015
Scotia Capital September 2010 - October 2013
Bank of America December 2006 - September 2010
Merrill Lynch July 2006 - November 2006
United Phosphorus Ltd July 2002 - June 2005
Polyset plastics Pvt Ltd August 1999 - July 2000
Skills
Corporate Finance, Credit Derivatives, Fixed Income, Derivatives, Trading, Swaps, Equities, Back Office, Capital Markets, Rates, Bloomberg, Equity Derivatives, VBA, Market Risk, Interest Rate..., Bonds, FX Options, Middle Office, Structured Products, Product Control, Options, Trading Systems, Prime Brokerage, Interest Rate Swaps, Hedge Funds, Investment Banking
Education
Fairleigh Dickinson University 2005 — 2007
MS, Accounting, GPA3.72
Fairleigh Dickinson University 2005 — 2007
Post MBA, International Business, GPA 3.83
South Gujarat University 2000 — 2002
MBA, Finance, Goldmedalist at state level
South Gujarat University 1995 — 1999
Bachelor of Engineering, Electronics with Computers, 1st class
Scotia Capital May 2011 - Present
RBC Capital Markets March 2010 - May 2011
J.P. Morgan February 2009 - February 2010
UBS Investment Bank August 2005 - February 2009
Skills
Commodity Markets, Trading, Hedging, Natural Gas, Commodity, Derivatives
Education
Dartmouth College 1999 — 2003
BA, Economics
Scotia Capital December 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers October 2005 - September 2008
Neuberger Berman October 1997 - September 2004
Dean Witter September 1996 - October 1997
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Finance
Warsaw School of Economics 1984 — 1990
Masters, Economics of International Commerse
Scotia Capital 2008 - Present
Scotia Capital, Global Equity Derivatives Sales Trader March 2008 - May 2010
RBC DS INC 2001 - 2008
Procom January 2001 - January 2002
Scotia McLeod 1999 - 2001
Skills
Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, Investment Banking, Options, Sales, Trading, Trading Systems
Education
Brock University 1995 — 1999
Citi August 2015 - Present
Citi August 2014 - July 2015
Citi March 2013 - August 2014
Scotia Capital November 2009 - June 2011
University of Toronto June 2009 - August 2009
Ontario Teachers' Pension Plan January 2009 - May 2009
Scotia Capital September 2007 - May 2008
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MS, Computational Finance
University of Toronto at Scarborough 2005 — 2009
BBA, Management & Information Technology
HollisWealth, Global Wealth Management, Scotiabank March 2015 - Present
Richardson GMP October 2010 - March 2015
ScotiaMcLeod, National Branch May 2010 - October 2010
Scotia Capital June 2009 - May 2010
Scotia Capital March 2007 - May 2009
Scotiabank May 2005 - February 2007
Skills
Securities, Investments, Equities, Wealth Management, Financial Risk, Derivatives, Trading, Capital Markets, Options, Mutual Funds, Asset Management, Fixed Income, Portfolio Management, Bloomberg, Banking, Training, Bonds, Credit, Investment Advisory, Analytical Reasoning, Time Management, Challenge Driven, Achieving Results, Compliance, Consistency, Strategic Financial..., Teamwork, Empathy, Distance Learning, Training Delivery, Research, Securities Regulation, Risk Assessment
Education
University of Toronto - Rotman School of Management 2014 — 2014
CSI Global Education 2008 — 2013
Certifications
Université de Marne-la-Vallée 2003 — 2004
Masters, International Labour Markets
Université Paris-Sorbonne 2003 — 2003
Business French Certification
1997 — 2001
Bachelor, Economics
Goldman Sachs Asset Management April 2013 - Present
Scotia Capital June 2011 - March 2013
Scotia Capital July 2009 - June 2011
Scotia Capital January 2008 - June 2009
Scotia Capital 2004 - 2007
Scotia Capital 2003 - 2004
Scotia Capital 2002 - 2003
Helm Bank 1999 - 2000
Helm Bank 1997 - 1999
Helm Bank 1996 - 1997
Education
McGill University 2000 — 2002
MBA
Colegio de Estudios Superiores de Administración 1992 — 1997
Bachelor of Business Administration
Scotia Capital May 1987 - Present
Bank of Nova Scotia 1987 - Present
Skills
Banking, Cash Management, Credit, Financial Analysis, Financial Institutions, Financial Statement..., Credit Analysis, Credit Risk, Corporate Finance, Account Reconciliation, Commercial Banking, Treasury Management, Treasury, AML, Financial Risk, Financial Reporting, Derivatives, Foreign Exchange, Bloomberg
Education
Centro Escolar University
High School
College of the Holly Spirit, Manila
Bachelor of Business Administration (B.B.A.), Management
Scotiabank November 2011 - Present
Scotia Capital November 1987 - November 2011
American National Bank & Trust Company of Chicago May 1984 - November 1987
Skills
Leveraged Finance, Credit Analysis, Loan Origination, Fixed Income, Debt, Investment Banking, Corporate Finance, Banking, LBO, Loans, Credit, Valuation, Project Finance, Private Equity
Education
University of Michigan Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Brandeis University 1978 — 1982
Bachelor of Arts (B.A.), Sociology
ZFP Equity Trading (Canada) Limited 2010 - Present
Scotia Capital 1986 - 2010
Skills
Structured Products, Equity Derivatives, Investments, Derivatives, Risk Management, Corporate Finance, Capital Markets, Equities, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
University of Toronto - Trinity College 1973 — 1977
B Comm, Accounting
Institute of Chartered Accountants of Canada
CA
Institute of Corporate Directors
Director
Self-Employed 2012 - 2014
MediResource Inc. 2009 - 2011
Eyelit Inc. 2008 - 2009
Scotia Capital 2006 - 2007
Scotia Capital 2003 - 2005
Skills
Microsoft SQL Server, Web Development, Troubleshooting, SDLC, Content Management, SQL, HTML, Software Project..., .NET, CSS, JavaScript, Requirements Analysis, XML, Agile Methodologies, Application Support, Testing
Education
Centennial College
Certificate in Microsoft.NET
Ryerson University
BComm, Information Technology Management
Equipower February 2013 - Present
Beaudin Family August 2009 - Present
Bunge May 2011 - August 2012
Scotia Capital March 2009 - February 2011
UBS Investment Bank April 2006 - February 2009
Constellation Energy April 2003 - April 2006
Western Gas Resources 2001 - 2003
CoEnergy Trading Company 1995 - 2001
Skills
Energy, Natural Gas, Trading, Pipelines, Transportation, Contract Negotiation, Hedging
Education
Central Connecticut State University
Bachelor of Science, Psychology