Solium Capital
Industry: Software company
DescriptionSolium Capital, commonly referred to as Solium, is a publicly traded Software-as-a-Service company headquartered in Calgary, Alberta, Canada. It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables. It also does 409A valuations. Headquarters: Calgary, Canada Revenue: 77.2 million USD (2016) CEO: Marcos Lopez SVP: Gary Levine (Legal) Founded: 1999 Subsidiaries: Capshare LLC, Advanced-HR, Inc., Solium, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSolium CapitalWebsiteDirections Saved (0) Saved Save 1 Google review Software company in San Francisco, California Located in: Crocker Plaza CoAddress: 221 Main St, San Francisco, CA 94105 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (415) 426-7931: Hours: : : : Website: : : Category: Place name: Website: https://solium.com/ Category: Software company 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 photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Solium Capital Posting publicly on the Web Write a review Reviews 1 Google review
Solium Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Solium Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Solium Capital Employees
MarineMax Venice February 2015 - Present
MarineMax, Inc. January 2014 - February 2015
MarineMax, Inc. May 2012 - December 2013
Heart and Soul Yoga / Asheville Yoga Hikes 2011 - 2012
Solium Capital 2010 - 2011
Kramer Consulting 2006 - 2010
Skills
Sales, Marketing Strategy, Management, Marketing, Strategic Planning, Budgets, Analysis, Financial Analysis, Customer Service, Leadership, Team Building, Sales Management, Microsoft Excel, PowerPoint, Business Analysis, Mergers & Acquisitions, Equities, Business Development, Entrepreneurship, Account Management, Boat, Retail, Real Estate, Start-ups, Event Planning, Training, Certified Equity...
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
Masters, Business Administration (MBA)
Appalachian State University 2001 — 2006
Bachelors, Business Management
Amazon May 2013 - Present
Canadian Pacific Railway August 2011 - May 2013
RenoWorks Software December 2010 - August 2011
Solium Capital April 2007 - December 2010
Nakina Systems January 2005 - May 2006
Skills
Dojo, Java, Grails, Groovy, TDD, JSP, J2EE, jQuery, JUnit, JMock, CSS, Web Applications, Spring, Hibernate, JavaScript, Software Development, Agile, Software Design, Scrum, XML, MySQL, SQL, AJAX, Subversion, Ruby, HTML, Linux, Tomcat, Servlets, Architecture, Web Development, EJB, OOP, Web Services, C, Databases, JMS, Gradle, Unit Testing, Agile Methodologies, Java Enterprise Edition, Test Driven Development, Awesomeness, Ruby on Rails, Git, Service Oriented..., RSpec, Technical Hiring, NoSQL, DDD
Education
University of Calgary 2001 — 2007
B.A., Economics
University of Calgary 2001 — 2007
B.Sc., Computer Science
H&R Block Canada August 2015 - Present
Simon Fraser University January 2013 - Present
Solium Capital May 2012 - August 2015
Solium Capital November 2008 - May 2012
Essentialtalk 2006 - 2008
Solium Capital 2004 - 2006
Skills
Voice Over, Technical Writing, Technical Editing, FrameMaker, RoboHelp, Captivate, Camtasia, Technical Communication, Release Notes, Writing, Content Management, Visio, Document Management, Confluence, Technical Documentation, Manuals, E-Learning, Usability, Online Help, Training, Instructional Design, Content Development, Information Design
Education
Simon Fraser University 2009 — 2011
Certificate, Technical Communications
The University of Calgary 2000 — 2004
BA, Communications
Travelers Bond & Specialty Insurance May 2014 - Present
USI Consulting Group September 2013 - May 2014
Solium Capital August 2011 - September 2013
Babies R Us August 2004 - July 2011
Skills
Customer Service, Microsoft Excel, Troubleshooting, Financial Reporting, Training, Mathematical Analysis, Financial Modeling, Team Leadership, Sales, Business Analysis, Data Analysis, Leadership, Databases, ProVal, Coaching, SAS, SQL, Financial Analysis, Management, Project Management
Education
The University of Connecticut 2006 — 2010
BA, Mathematics
Fish-i January 2013 - Present
Kismet Solutions Inc. July 2000 - Present
Solium Capital 2000 - 2003
Knowledge Source 1996 - 2000
Mount Norquay Racing Club - Alpine Skiing November 1994 - April 1997
Mount Norquay Racing Club - Alpine Skiing December 1992 - May 1994
Canadian Alpine Ski Team April 1989 - June 1990
Skills
Managed Services, Strategic Planning, Business Strategy, Team Leadership, New Business Development, Project Management, Start-ups, Business Development, SaaS, Software Development, SharePoint, Business Analysis, Web Applications, Entrepreneurship, IT Management, Enterprise Software, Management, Security, Solution Selling, Vendor Management, IT Strategy, Consulting, Business Intelligence, Leadership, Information Technology, Cloud Computing, Analysis, Account Management, Program Management, Training, Product Development, Integration
Education
University of Calgary 1992 — 1997
BSc EE, Electrical Engineering
Tulane University 1994 — 1995
BSc EE, Electrical Engineering
Cochrane High School 1984 — 1987
EMD Consulting LTD. August 2012 - Present
United Way of Calgary and Area April 2011 - Present
TD Canada Trust September 2006 - April 2012
TD Waterhouse December 2003 - August 2006
Solium Capital December 2002 - November 2003
Royal Trust November 1998 - October 2001
Skills
Strategic Planning, Public Speaking, Marketing Communications, Portfolio Management, Coaching, Business Strategy, Project Management, Marketing Strategy, Leadership, Team Leadership, Public Relations, Team Building, Relationship Management, Event Planning, Investments, Marketing, Fundraising, Mutual Funds, Budgets, Non-profits, Community Development, Corporate Communications, Nonprofits, Change Management, Philanthropy, Management, Strategy, Business Development, Program Management, Training, Strategic Communications, Leadership Development
Education
Boston College - Carroll School of Management 2011 — 2011
Certificate, Corporate Citizenship
Dalhousie University 1998 — 2000
MBA
Université de Montréal June 2012 - Present
McGill University May 2011 - September 2011
Solium Capital August 2010 - December 2010
Skills
Research, Teamwork, French, Public Speaking, English, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Psychology, SPSS, Qualitative Research, Clinical Research, Quantitative Research, Customer Service, EndNote, InDesign, Microsoft Publisher, Psychotherapy, Higher Education
Education
Université de Montréal 2012 — 2017
Doctor of Philosophy (Ph.D.), Clinical Psychology
McGill University 2009 — 2012
B.Sc.H., Psychology
Marianopolis College 2007 — 2009
DEC, Health Science
Villa Maria High School 2002 — 2007
DES
NJ.com October 2012 - Present
Verizon Fios1 Sports (Jet Media Subsidiaries) August 2011 - Present
Capellan Incorporated June 2011 - Present
Devereux October 2012 - May 2013
StateOfRutgers.com (formerly a subsidiary of the Fox Sports network) February 2008 - February 2012
Solium Capital November 2010 - August 2011
Computershare April 2006 - November 2010
EquiServe June 2004 - October 2004
Skills
Operational Process..., Public Speaking, Financial Statements, Operations Management, Account Management, Diversity Sensitivity, Adaptability and..., Share Allocation and...
Education
Rutgers, The State University of New Jersey 2002 — 2004
Bachelors of Science, Business Management
Middlesex County College 2000 — 2002
Associates of Science, Business Administration
Bidell Gas Compression February 2011 - March 2015
Solium Capital March 2010 - February 2011
CIBC January 2001 - June 2009
Skills
Microsoft Word, Outlook, Microsoft Excel, First Aid, Records Management, Retail Banking, Customer Service, Administrative..., Project Planning, Procurement, Time Management, Change Management, Petroleum, Supervisory Skills, Oil/Gas, Gas, Oil & Gas, Inspection
Education
University of Calgary
Health, Safety and Environment
Solium Capital October 2012 - Present
Sun Life Financial 2008 - 2011
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Team Leadership, Public Speaking, Social Networking, Time Management
Education
Concordia University 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Cinematography and Film/Video Production
eShares August 2014 - Present
Solium Capital May 2012 - July 2014
Silicon Valley Bank Analytics August 2011 - May 2012
Union Bank August 2009 - August 2011
Citibank June 2006 - August 2009
Skills
Portfolio Management, Equities, Financial Analysis, Relationship Management, Banking, Credit, Private Equity, Investments, Mergers & Acquisitions, Management, Salesforce.com, CRM, SaaS, Training, Venture Capital, Equity Plans, Expense Reports, ASC 718, Accounting Applications, FASB, IRC, Software, FAS123R, Compliance Support, Equity Incentive..., Equity Compensation, Microsoft Excel, SSAE16, Zendesk, JIRA, M&A experience, Sarbanes-Oxley Act, Sarbanes-Oxley, SOX Compliancy, CEP, Mergers, Client Services
Education
Purdue University - Krannert School of Management
B.S.
Solium Capital August 2011 - Present
McGill Executive Institute January 2011 - Present
Jimlar June 2011 - October 2011
Antiques by Zaar May 2005 - February 2010
Gap Inc./Gap May 2009 - August 2009
Skills
PowerPoint, Word, Microsoft Office, Excel, Customer Service, Social Media
Education
McGill University 2008 — 2012
Bachelor of Commerce (BCom), Marketing
University of Melbourne 2010 — 2010
St. Dominic Regional High School 2004 — 2008
Solium Capital September 2012 - Present
Core Network Solutions Inc. March 2011 - September 2012
Walton International Group March 2008 - March 2011
Recall April 2005 - March 2007
Skills
Account Management, Security, Sales Management, New Business Development, Customer Service, Customer Relations, Miller-Heiman Strategic..., Miller-Heiman LAMP
Education
The University of Calgary 1995 — 2000
BA Econ, Economics
I2X Technologies July 2015 - Present
Solium Capital August 2012 - July 2015
Poynt Corporation May 2011 - August 2012
Mobile Magazine June 2010 - August 2010
University of Science and Technology of China May 2006 - October 2007
Skills
Java, JUnit, TDD, C++, C, Android, HTML/XML, JavaScript, MySQL, PostgreSQL, JDBC, Eclipse, Ant, Shell Scripting, Subversion, UML, HTML, JSON, Information Security, Access Control, Linux, Agile Methodologies, XML, SQL, Python, jQuery, Oracle, Web Applications, Software Development, Software Design, AJAX, Git
Education
University of Calgary 2009 — 2011
Master of Science, Computer Science, 3.7
University of Science and Technology of China 2004 — 2008
Bachelor of Engineer, Information Security, 3.4
Solium August 2013 - Present
Solium Capital May 2011 - August 2013
Harvest Operations Corp. June 2009 - August 2010
Harvest Operations Corp. December 2005 - June 2009
Skills
Petroleum, Team Leadership, Customer Service, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Teamwork, Energy Industry, Relationship Management, Microsoft Word, Financial Reporting, Management, Analysis, Time Management
Education
The University of Calgary 2013 — 2016
Doctor of Law (JD), Law
The University of Calgary 2004 — 2008
Bachelor of Arts, Social Sciences
University of Alberta 2007 — 2007
Bachelor of Arts, Sociology
Solium Capital November 2012 - Present
Solium Capital June 2012 - November 2012
Solium Capital July 2011 - August 2012
Solium Capital May 2008 - July 2011
Skills
Subversion, Java, SQL, Software Development, Oracle, JavaScript, XML, Unit Testing, Agile Methodologies, Linux, Web Services, Unix, Software Design, Ruby, Spring, Bash, Devops, System Monitoring, Issue Resolution, JIRA
Education
The University of Calgary 2004 — 2010
BSc, Software Engineering
FLIPP Advertising Inc. September 2012 - Present
Solium Capital May 2011 - September 2012
Orangedoor Direct (a division of West Canadian Digital Imaging Inc.) July 2010 - May 2011
JasonDorn.com November 2008 - May 2011
Six Real Estate January 2009 - July 2009
Chase Advertising Inc. May 2007 - November 2008
Critical Mass September 2006 - December 2006
Ski Banff - Lake Louise - Sunshine May 2005 - August 2006
MiBusiness July 2004 - December 2004
TMC VisionPool May 2004 - June 2004
Skills
Web Design, User Interface Design, Graphic Design, User Experience, Interaction Design, CSS, Wordpress, HTML, jQuery, Logo Design, Art Direction, XHTML, Web Development, Craft Beer, Brewing, Illustration, Image Editing, InDesign, Front-end, Information Architecture, PHP, Mobile Design, User Experience Design, Graphics, Advertising, Responsive Web Design, Mobile Devices, Vector Illustration, Photography, Typography, User Interface, Wireframes, HTML5, Commercial Photography
Education
Assiniboine Community College 2002 — 2004
Web Design
Deloitte Canada September 2014 - Present
Deloitte Canada May 2011 - September 2014
Solium Capital May 2009 - July 2012
Skills
Coaching, Team Building, Training, Team Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, Financial Modeling, Internal Controls, IFRS, Microsoft Office, PowerPoint, Time Management, Teamwork, Finance
Education
McGill University 2012 — 2013
Graduate Diploma in Public Accountancy, Accounting
McGill University 2008 — 2012
BCom, Accounting and International Business, Dean's Honour List (Top 10% of Faculty)
ESADE Business School 2010 — 2010
Accounting and International Business, Matrícula de honor
Solium Capital September 2007 - Present
BW Technologies by Honeywell 2003 - 2007
BW Technologies 2002 - 2003
Skills
Advertising, Email Marketing, Branding & Identity, Web Marketing, Trade Shows, Blogging, Marketing Strategy, Marketing Communications, Social Media, Strategic Planning, Product Management, Social Media Marketing, Online Advertising, Marketing Automation, Brand Development, Marketing, Business Strategy, Strategic Partnerships, Online Marketing, Lead Generation, CRM, Web Analytics, Leadership, B2B, Brand Management, Start-ups, Product Marketing, Integrated Marketing, Salesforce.com, Strategy, Market Research, Management, Business Development, Corporate Communications, Sales Management, SEO, Digital Marketing, Budgets, Team Management, Entrepreneurship, Adobe Creative Suite, Negotiation, SEM, Team Leadership, Project Management, Relationship Marketing, Website Development
Education
Alberta College of Art and Design 1998 — 2002
BDes, Visual Communications
The University of Calgary 1992 — 1996
BSc, Ecology
Dynacare September 2011 - Present
Celero Solutions 2008 - 2011
Celero Solutions January 2007 - July 2008
Solium Capital January 2006 - January 2007
ENMAX CORPORATION September 2005 - December 2005
RBC May 2002 - December 2005
Boardwalk REIT January 2005 - June 2005
Skills
Risk Management, Account Management, Strategy, CRM, Leadership, New Business Development, Business Development, Management, Business Intelligence, Banking, Financial Services, Sales, Analysis, Negotiation
Education
The University of Calgary 2000 — 2005
Bachelor of Arts, History
University of Calgary
Bachelor of Arts, History
Solium January 2014 - Present
Solium Capital June 2012 - Present
Calgary Scientific Inc February 2011 - July 2012
Calgary Scientific Inc April 2008 - February 2011
Telvent August 2006 - April 2008
Mentor Engineering September 2004 - August 2006
IBM May 2002 - September 2003
Skills
chef, ruby, perl, python, bash, Unix Shell Scripting, C, Customer Relations, Sales Support, Product Support, Bamboo, JIRA, Confluence, Subversion, Git, Project Implementation, Software Implementation, DICOM, AWS, Kanban, Continuous Delivery, Zendesk, Web Operations, Python, Ruby, Perl, Leadership Management, Professional Mentoring, Bash, Agile Methodologies, Chef, Linux, Software Engineering, Customer Service, C#, Unicorn, Fire Breathing, XML, SQL, Amazon Web Services...
Education
University of Calgary 1998 — 2004
B.Sc
SIRVA Worldwide May 2013 - Present
Solium Capital May 2007 - May 2013
Cartus August 1997 - May 2007
Skills
Management, Relationship Management, Account Management, New Business Development, Contract Negotiation, Strategic Planning, Sales Management, Salesforce.com, Business Development, Project Management, Team Building, CRM, Start-ups, Leadership
Education
Fairfield University 2004 — 2006
MA, Organizational Communication
Western Connecticut State University 1992 — 1997
BA, English
Seger-Elvekrog July 2010 - Present
Solium Capital July 2007 - July 2010
Allecon Stock Associates December 2001 - June 2007
Great Lakes Strategies, LLC September 2000 - November 2001
Great Lake Strategies, LLC August 2000 - November 2001
Flavin Associates, Inc April 1998 - August 2000
Skills
Accounts Payable, Payroll, Accounting, Accounts Receivable, Equities, Leadership, Management, Microsoft Excel, Relationship Management, Microsoft Office, Microsoft Word, Customer Service, Human Resources, Portfolio Management, Employee Benefits
Education
Oakland Community College 1997 — 1998
Computer Graphics
Oakland University 1975 — 1977
Oakland Community College
Oakland University
English and Math Major
Troy High School
Castlight Health 2014 - Present
Solium Capital May 2012 - Present
Silicon Valley Bank September 2010 - May 2012
SVB Analytics September 2006 - November 2010
eProsper, Inc. January 2002 - August 2006
Startups and Consulting July 1999 - January 2002
Tata Consultancy Services March 1995 - March 1999
Education
Indian Institute of Technology, Kharagpur
Masters in Engineering
Andhra University
COCC January 2015 - Present
Solium July 2013 - December 2014
Solium January 2013 - July 2013
Solium Capital June 2011 - January 2013
Solium March 2009 - June 2011
The Nature Conservancy February 2007 - February 2009
Watson, Inc 2005 - 2007
JET Programme/ Aomori Board of Education July 2004 - August 2005
Skills
Training, Team Leadership, Social Media, Marketing Communications, Event Planning, Customer Service, Management, Microsoft Office, Project Management, Editing, Technical Support, Public Speaking, Leadership, Employee Stock Options, Relationship Management, Office Administration, Marketing, Salesforce.com, Sales, Team Building
Education
The University of Connecticut 2000 — 2004
Bachelor's Degree, English Language and Literature, General
UCONN 2000 — 2004
Bachelor of Arts, English Literature
AECOM April 2015 - Present
AECOM (formerly URS) January 2013 - Present
AECOM March 2011 - January 2013
Beck Drilling & Environmental October 2010 - March 2011
Solium Capital September 2009 - October 2010
AECOM September 2007 - June 2009
Skills
Project Management, Process Scheduler, Project Planning, Management, Project Control, Petroleum, MS Project, Construction, Contract Management, Primavera P6, Gas, Construction Management, Engineering, Contract Negotiation, Risk Management, Change Management, Supervisory Skills, EPC, Oil/Gas, Earned Value Management, Energy, CPM Scheduling, WBS, Cost Engineering, Pipelines, Commissioning, Petrochemical, Procurement, Factory, Piping, Cost Control, Construction Safety, Project Engineering, Refinery, Inspection, Project Estimation, Safety Management..., Energy Industry, Onshore, Upstream, LNG
Education
The University of Calgary 2012 — 2014
Master of Business Administration (MBA), Global Energy Management
University of Ottawa / Université d'Ottawa 2006 — 2008
The University of Lethbridge 2000 — 2005
Bachelor of Management
Solium September 2013 - Present
Solium January 2013 - August 2013
Solium Capital 2011 - January 2013
SMART Technologies 2009 - 2011
Deloitte Canada 2007 - 2009
CNIB 2005 - 2007
Fran & Company 2004 - 2005
Skills
Internal Communications, Corporate Communications, Marketing Communications, Editing, Copy Editing, Content Strategy, Web Content, Marketing, Copywriting, Public Relations, Press Releases, Direct Marketing, Publicity, Video, Newsletters, Management
Education
Concordia University 2000 — 2002
Master of Arts, Film Studies
University of Calgary 1995 — 1999
Bachelor of Arts, English (Honours)
Blatant Media Corporation February 2015 - Present
Solium Capital September 2011 - February 2015
Essentialtalk July 2009 - September 2011
Skills
JavaScript, jQuery, Java, GWT, JSP, SQL, Web Development, HTML, CSS, Subversion, Databases, Spring Framework, MySQL, Spring, J2EE, MVC, Linux, EJB, C#, .NET, KnockoutJS, Node.js, iOS, Android
Education
University of Calgary 2005 — 2009
Bachelor, Computer Science
beRecruited April 2014 - August 2015
General Things Inc October 2012 - October 2013
Software Brewmasters Inc. August 2000 - August 2012
Applied Recognition Inc. July 2011 - June 2012
Solium Capital September 2010 - May 2011
ERCB January 2009 - June 2010
Tynt Multimedia 2007 - November 2008
Wedge Networks March 2007 - September 2007
Labrador Technologies Inc. June 2005 - July 2006
EVault Inc. March 2003 - July 2004
Skills
Team Building, Troubleshooting, Software Design, Automation, Process Optimization, Ruby on Rails, Javascript, UNIX, Usability, Strategic Planning, Software Costing Models, Problem Solving, Software Construction, HTML 5, Regular Expressions, Management Consulting, Agile Methodologies, Scrum, Product Management, Scripting, JavaScript, Unix, Java, Test Driven Development, Ruby, Software Development, Linux, SDLC, Git, Distributed Systems, Architecture, Web Applications, Subversion, Quality Assurance, Agile Project Management, Scalability, Perl, Software Engineering, REST, System Architecture, Architectures
Education
Queen's University 2001 — 2003
MBA
University of Alberta 1989 — 1993
MSc, Computer Science
Solium Capital December 2014 - July 2015
Charles Schwab November 2006 - May 2014
Skills
Customer Service, Data Entry, Filing, Highly detail oriented, Motivated self-starter, Dependable Team Player, Learners, Highly responsible, pc skills, Problem Solving, excellent verbal and..., Analytical Skills, responsibility, Consistency, Adaptability
Education
University of Phoenix 2014 — 2017
Bachelor’s Degree, Accounting and Business/Management
Suncor Energy May 2015 - Present
Suncor Energy March 2013 - May 2015
SNC-Lavalin May 2012 - March 2013
PricewaterhouseCoopers January 2010 - June 2012
TD Bank Group February 2008 - December 2008
Solium Capital May 2007 - December 2007
Skills
Financial Reporting, Financial Accounting, IFRS, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Assurance, Project Accounting, GAAP, Account Reconciliation, Accounts Payable, Auditing, Variance Analysis, External Audit, Accounting
Education
Chartered Accountant School of Business 2009 — 2012
University of Calgary 2005 — 2009
B.Comm, Accounting
Delphi May 2015 - Present
Domino's Pizza April 2014 - April 2015
Stryker April 2013 - April 2014
Comerica Bank March 2011 - April 2013
Solium Capital May 2007 - September 2010
Skills
Customer Service, Banking, Finance, Accounting, Employee Benefits, Time Management, Mergers & Acquisitions, Financial Analysis, Teamwork, Microsoft Excel, Process Improvement, Financial Reporting, Microsoft Office, Management, Microsoft Word, Business Analysis, Credit, Outlook, Leadership, Financial Services, Equities, Data Analysis, Training, PeopleSoft, Human Resources, Sarbanes-Oxley Act, Incentive Programs, Securities, Executive Pay, Deferred Compensation, Options, Tax, Customer Satisfaction
Education
Eastern Michigan University
Bachelor of Business Administration, Business Management
Wayne Memorial High School
Diploma
TransAlta September 2013 - Present
Solium Capital March 2012 - August 2013
CIBC August 2011 - March 2012
New Brunswick Investment Management Corporation May 2010 - September 2010
Centennial Buick GMC May 2009 - September 2009
Department of Post Secondary Education January 2009 - May 2009
Skills
Banking, Consumer Lending, Credit, Retail Banking, Mortgage Lending, Loans, Home Equity Lines of..., Mutual Funds, Lines Of Credit, Credit Analysis, Commercial Banking, Wealth Management, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Personal Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Interpersonal Skill
Education
University of Alberta 2015 — 2017
Bachelor of Education (B.Ed.), Mathematics
Mount Royal University 2012 — 2012
Canadian Association of Petroleum Production Accounting, CAPPA
University of New Brunswick 2006 — 2011
Bachelor of Business Administration, Accounting and Finance
Bank of America Merrill Lynch February 2014 - Present
Solium Capital October 2011 - February 2014
Solium July 2010 - September 2011
Solium Capital December 2007 - June 2010
Solium Capital (frmly Allecon Stock Associates) May 2006 - December 2007
Skills
Project Management, Microsoft Office, Problem Solving, Compliance, Equities, Options, Financial Reporting, Stock, Finance, Management, Analysis, Stocks, Account Management, Sales, Human Resources, Cross-functional Team..., Training
Education
Michigan State University 2002 — 2006
Bachelor of Arts, Finance
Daimler - Detroit Diesel January 2014 - Present
Daimler - Detroit Diesel July 2013 - December 2013
Daimler - Detroit Diesel January 2013 - June 2013
Bayco Management Services September 2012 - December 2012
Accounting Aid Society February 2011 - September 2012
Solium Capital May 2007 - September 2010
McFord Pediatrics June 2006 - December 2006
Gibson School-School for the Gifted and Talented and Wyandotte School August 2000 - June 2006
Kebabish Restaurant June 2002 - August 2005
General Motors June 1998 - January 2000
Skills
CERTIFIED IN FEDERAL..., CERTIFIED IN MICHIGAN..., CERTIFIED IN MICHIGAN..., CERTIFIED IN TAXWISE..., Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Payroll, Account Reconciliation, Microsoft Excel, QuickBooks, Financial Accounting, Microsoft Word, Access, Data Analysis, Microsoft Office, Customer Service, Tax Preparation, SAP, Essbase, Analysis
Education
University of Michigan-Dearborn 2012 — 2016
MBA & MSA, Accounting and Business/Management
University of Michigan-Dearborn
BBA, Management/Accounting
Solium Capital May 2012 - Present
Bank of America October 2011 - May 2012
JP Morgan Chase April 2010 - September 2011
Terra Nova Financial April 2006 - June 2009
Terra Nova Financial March 2003 - April 2006
RJF & Associates September 2002 - March 2003
Web Street Securities August 2001 - September 2002
ABN AMRO July 1998 - August 2001
Focused Investments June 1996 - July 1998
Chicago Stock Exchange / Midwest Sec Trust Co April 1992 - June 1996
Skills
Back Office, Equities, Securities, Financial Services, Derivatives, Trading, Series 7, Electronic Trading, Options, Stocks, Mutual Funds, Technical Analysis, Corporate Actions, Portfolio Management, Series 63, Financial Advisory
Education
Columbia College Chicago 1995 — 2000
B.A., Marketing Communications (public relations minor)
Equity Administration Solutions, Inc. May 2012 - Present
OptionEase, Inc. April 2011 - February 2012
Qualcomm September 2010 - April 2011
Solium Capital June 2000 - September 2010
Bank of Montreal January 1995 - January 2000
Skills
Options, Financial Reporting, Equities, Accounting, Compliance, Access, Financial Modeling, Financial Services, Analysis, Relationship Management
Education
Santa Clara University - Leavey School of Business 2000 — 2004
Certified Equity Professional, Equity Administration
University of Windsor 1991 — 1997
Bachelor of Commerce (Honours), Finance
Solium Capital May 1998 - September 2012
Allecon Stock Associates January 2001 - July 2007
Great Lakes Strategies May 1998 - January 2001
Skills
Equity Compensation, Restricted Stock, Executive Compensation, Incentive Programs, Administration, Compensation, Product Management, Executive Pay, Equities, Employee Stock Options, Options, ESPPs, Employee Communications, Sales Presentations, New Business Development, Management, SaaS, Enterprise Software, Vendor Partnerships, International Equity..., Sales, Portfolio Management, Securities, Internal Communications, Start-ups, Business Development, Account Management, CRM, Mergers & Acquisitions, Investments, Financial Services, Consulting, Finance
Education
Oakland University
BS, Public Administration and Public Policy
Wayne State University
MBA, Finance
SVB Financial Group July 2013 - Present
Solium Capital May 2012 - June 2013
SVB Financial Group March 2011 - May 2012
Lightning Bolt Solutions August 2008 - March 2011
PwC July 2007 - February 2008
SouthBeachMissionBay.com June 2005 - May 2007
American T-Shirt Company July 2006 - August 2006
Skills
CRM, Auditing, Marketing, Start-ups, Training, SSAE 16, Analysis, SaaS, Accounting, Management, Business Development, Finance
Education
University of San Francisco 2003 — 2007
B.S., Finance and International Business; Minor Music
Solium September 2012 - Present
Solium Capital August 2011 - September 2012
Calgary Medical Students Society June 2012 - July 2012
University of Alberta January 2012 - March 2012
Speedoptions January 2011 - August 2011
University of Alberta September 2010 - January 2011
Education
The University of Calgary 2005 — 2011
BSc, Nat. Sci. w/ concentrations in Computer Science, Biology
Iridium January 2015 - Present
G/O Digital January 2014 - January 2015
American Express May 2013 - November 2013
American Express OPEN September 2012 - May 2013
STEP Program August 2011 - July 2012
Solium Capital February 2011 - January 2012
BNY Mellon Shareowner Services now Computershare June 2007 - December 2009
UNITED STATES AIR FORCE RESERVE August 2001 - November 2009
La Unidad Latina Foundation January 2000 - March 2008
Intermark Media July 2006 - July 2007
Skills
Salesforce.com, Bridgeway Form Filing, Shareworks, Options, Stock, Customer Relations, Plan Administration, Compliance, Microsoft Office, Equities, Portfolio Management, Analysis, FINRA, FX, Payments, Relationship Management, Web Analytics, Public Speaking, PowerPoint, Microsoft Excel, Project Management, Strategic Planning, Microsoft Word, Outlook, Leadership, Research, Workshop Facilitation, Social Media, Training, Access, Marketing, Team Leadership, Finance, Team Building, Event Planning, Data Analysis, Sales, Negotiation, Process Improvement, Leadership Development, Account Management, Mergers, Employee Benefits, Project Planning, Social Networking, Contract Negotiation, Policy, Account Reconciliation, Data Reconciliation, Systems Analysis
Education
State University of New York at Buffalo - School of Management 1998 — 2004
Bachelor of Science, Management Information Systems and Finance
Scottsdale Community College 2011 — 2012
STEP Teaching Certification, Education
City University of New York-Herbert H. Lehman College 2006 — 2008
Accounting
Manhattan Center Highschool 1994 — 1998
Regents, Math and Science
Solium Capital November 2010 - Present
Computershare 2000 - November 2010
Development II, Inc August 1998 - July 2000
The Guild, Inc May 1988 - August 1998
Skills
C++, WPF, Databases, XML, .NET, C#, SQL Server, XAML, ADO.NET, MFC, Crystal Reports, JavaScript, ASP.NET, SQL, HTML, Visual Studio, TFS, Windows, Web Applications, Microsoft SQL Server
Education
Pennsylvania State University 1979 — 1985
Bachelor of Science
Solium September 2014 - Present
Solium Capital November 2010 - September 2014
Skills
Equities, Strategic Thinking, Project Management, Account Management, Business Development, Business Analysis, Relationship Management, Leadership, Analysis, Options, Risk Management, Vendor Management, Financial Services, Product Management, Mergers & Acquisitions, Strategy, Management
Education
Athabasca University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Oswego 2005 — 2006
Solium Capital May 2012 - Present
SVB Financial Group September 2006 - October 2012
American Stock Transfer & Trust Co LLC January 2004 - July 2006
Concio February 2002 - January 2004
SSI Technologies April 2000 - January 2001
Hitech Consultants July 1998 - April 2000
L&T Ltd., ECC Division July 1987 - June 1998
Skills
.NET, C#, WCF, Entity Framework, Enterprise Architect, ASP, Oracle, Database Design, Application Design, Application Development, Visual Studio, Financial Accounting, Equity Valuation, JavaScript JQuery, Windows AppFabric, Selenium Testing, Version Control SVN, ASP.NET MVC, VB6, COM/DCOM/COM+, IIS, XML/XSLT/XPATH/DOM/MSXML, Crystal Reports, Pervasive Data..., D3JS, Neo4j, Scrum, Software Development, XML, Enterprise Architecture, Software Design, Requirements Analysis
Education
Anna University 1994 — 1997
Bachelor of Engineering, Civil Engineering
Seshasayee Institute of Technology 1984 — 1987
Diploma, Civil Engineering
ITC Holdings Corp March 2010 - Present
Domino's Pizza May 2008 - March 2010
Solium Capital LLC September 2005 - May 2008
Solium Capital May 2004 - September 2005
Skills
Compensation, Executive Compensation, PeopleSoft, Equities, Equity Compensation, Customer Relations, Microsoft Office, Stock, Options, Incentive Programs
Education
Michigan State University 2000 — 2004
Supply Chain Mgt, Finance
Solium Capital November 2012 - Present
Wayside Technology Group January 2014 - Present
Group 47, Inc. September 2011 - Present
OptionEase, Inc. October 2010 - November 2012
Sparxent Inc. June 2007 - October 2009
OptionEase January 2007 - May 2009
LightPointe June 2005 - May 2006
Celergy Networks January 2003 - May 2005
BlueRoads September 2001 - January 2003
Infinigate AG January 1999 - August 2001
Skills
Start-ups, SaaS, Solution Selling, Channel Partners, Enterprise Software, Management, Leadership, Product Management, Sales, Mergers & Acquisitions, Product Development, Strategy, Team Building, P&L Management, Business Development, Mergers, Business Strategy, Budgets, Strategic Partnerships, Business Planning, Integrated Marketing, Marketing, Entrepreneurship, Process Improvement, Account Management, Cross-functional Team..., New Business Development, Go-to-market Strategy, Strategic Planning, Social Networking, Product Marketing, General Awesomeness, Sales Management, Project Management, Competitive Analysis, Sales Operations
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
Principia College
BA, Business
Principia Upper School
Wealth Management Company 2011 - Present
Arrow 2010 - 2010
Solium Capital 2005 - December 2009
Microsoft ODC 2004 - 2005
Tata Consultancy Services 1997 - 2005
Department of Corrections 2002 - 2004
Compaq Computer Corporation - Tandem Division 2001 - 2002
General Electric 2000 - 2001
TCS 1998 - 2000
Patni Computer Services October 1997 - March 1998
Skills
SDLC, Software Project..., Microsoft SQL Server, Microsoft Dynamics, Scribe Insight, Talend Open Studio, SSIS, .NET, Management, Databases, Solution Architecture, Project Management, SQL, Program Management, Leadership, Networking, Troubleshooting, Requirements Analysis, Business Analysis, Integration
Education
C-DAC 1997 — 1997
Diploma in Advanced Computing
Symbiosis Institute of Foreign Trade 1996 — 1997
DIB, Diploma in International Business
Symbiosis Institute for Business Management 1995 — 1996
PGDMM, Management
Sacred Heart High School
TKM College of Engineering
Mechanical Engineeing Graduate
University of Kerala
Solium Capital March 2007 - Present
Chartwell Technology January 2005 - March 2007
Utilitran Corporation 2003 - 2004
Alterna Technologies Group Inc. April 2003 - July 2003
BC Logic Corporation 2002 - 2003
Skills
XML, UML, Agile Methodologies, Scrum, JSP, EJB, Oracle, JavaScript, Java, XSLT, Eclipse, MySQL, Microsoft SQL Server, Software Development, Web Applications, Databases, JDBC, Servlets
Education
Pavlodarskij Universitet 1981 — 1986
Mechanical Engineer Diploma, Internal Combustion Engine
Solium Capital January 2013 - Present
Two Step Software February 2008 - December 2012
Two Step Sofware, Inc. January 2003 - January 2007
Two Step Software November 1999 - December 2002
Skills
SaaS, IaaS, Agile Methodologies, Enterprise Software, Architecture Frameworks, Technology Leadership, Product Marketing, Scalability, Rackspace Cloud, Professional Services, Agile Project Management, XML, JavaScript, Start-ups, Salesforce.com, Appcelerator, Microsoft SQL Server, Microsoft Reporting..., Business Analysis, Java
Education
University of Maine 1993 — 1999
Bachelor's degree, Computeer Enginering
Microsoft November 2013 - Present
Solium Capital September 2011 - October 2013
University of Calgary May 2011 - August 2011
University of Calgary September 2004 - April 2011
ACI Limited January 2003 - June 2004
Skills
Software Development, Java, SQL, Subversion, Software Engineering, Data Mining, C++, Databases, Algorithms, Linux, JavaScript, JUnit, Machine Learning, C, Spring, Matlab, EJB, Struts, C#
Education
The University of Calgary 2007 — 2011
Doctor of Philosophy (PhD), Large Scale Association Rule Mining
The University of Calgary 2004 — 2006
Master of Science (MSc), Computer Science
Bangladesh University of Engineering and Technology 1997 — 2003
Bachelor of Science (BSc), Computer Science and Engineering
Solium January 2014 - Present
Solium Capital September 2012 - December 2013
Solium Capital December 2011 - August 2012
Solium Capital January 2008 - November 2011
Solium April 2005 - January 2008
Skills
Incentive Programs, Relationship Management, Stocks, Options, Equities, Account Management, SaaS, Financial Services, New Business Development, Product Management, Salesforce.com, Business Development, Sales, Team Leadership, Restricted Stock, Business Analysis, Contract Negotiation, Vendor Management, CRM, Strategic Partnerships, Enterprise Software
Education
The University of Calgary 2002 — 2004
Bachelor of Commerce (B.Com.), Business Process Management
Mount Royal College 1999 — 2001
Associate of Arts and Sciences (A.A.S.)
Great Expressions Dental Centers January 2014 - Present
Great Expressions Dental Centers October 2011 - January 2014
Great Expressions Dental Centers July 2010 - October 2011
Solium Capital October 2009 - July 2010
Solium Capital, LLC January 2008 - October 2009
Henry Ford Community College April 2007 - August 2007
Skills
Accounting, Incentive Programs, Deferred Compensation, Executive Pay, Strategic Planning, Risk Management, Options, Equities, Banking, Financial Analysis, Financial Reporting, Microsoft Excel, Customer Service, Access, Budgets, Sarbanes-Oxley Act, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Dental Practice..., Healthcare, Insurance, Management, Team Building, Auditing
Education
University of Michigan-Dearborn 2003 — 2007
BBA, Finance and Accounting
Stryker March 2015 - Present
Stryker Corporation March 2011 - Present
Stryker March 2014 - March 2015
Solium Capital June 2002 - March 2011
Solium Capital (Formerly Allecon Stock Associates) 2002 - 2011
Skills
Customer Service, Employee Benefits, Equities, Incentive Programs, Options, Relationship Management, Stocks
Education
Santa Clara University - Leavey School of Business 2003 — 2005
Certified Equity Professional, Equity Compensation
Charleston Southern University 1997 — 2001
BA, Business Management
Comerica Bank August 2015 - Present
Comerica Bank November 2013 - Present
Comerica December 2010 - November 2013
Solium January 2009 - September 2010
Solium Capital January 2007 - September 2010
Henry Ford Community College January 2006 - April 2006
Skills
Financial Analysis, Customer Service, Accounting, Data Analysis, Microsoft Excel, Account Management, Microsoft Office, Financial Reporting, Analysis, Finance, Leadership, Management, Portfolio Management, Training, Software Documentation
Education
Walsh College 2013 — 2016
Master of Business Administration (M.B.A.), Economics
University of Michigan-Dearborn 2003 — 2006
BBA, Finance and Management
Henry Ford Community College 2000 — 2003
Criminal Justice, Liberal Arts
3GTMS, Inc March 2015 - Present
Solium Capital March 2011 - March 2015
Computershare April 2006 - March 2011
community health network of connecticut 2004 - 2006
chnct 2004 - 2006
Hewitt Management Corp 2002 - 2004
Notara 2000 - 2002
McHugh Software 1998 - 2000
Black & Decker 1996 - 1998
Skills
Windows Server, Disaster Recovery, VMware, Servers, Active Directory, Security, Remote Troubleshooting, SRX, Vendor Management, Powershell, Leadership, IBM Server Hardware, Remote User Support, SDLC, Virtualization, Process Improvement, Switches, VMware vSphere, Firewalls, Cisco IOS, Managed File Transfer, Software Development, Microsoft SQL Server, Remote Monitoring, Remote Administration, Remote Infrastructure..., Internet Telephony, Business Analysis, Juniper Technologies, VoIP, Network Administration, Digital Telephony, Juniper Switches, VPN, Craft Beer, VLAN, IP Phones, Password Management, Vendors, Data Domain, Routers, VMware vCenter, Brewing
Education
University of New Haven 1993 — 1996
BS, Computer Science
University of New Haven 1991 — 1995
Bachelor of Science, Computer Science
Yale-New Haven Hospital March 2015 - Present
Yale New Haven Hospital February 2014 - Present
Solium Capital November 2010 - January 2014
Computershare October 2005 - October 2010
Coface North America June 2001 - September 2005
Hartford Life March 2000 - June 2001
The Hartford September 1998 - March 2000
Skills
Crystal Reports, SQL Server, PL/SQL, SQL, SSRS, Databases, Access, XML, HTML, C#, Software Development, Microsoft SQL Server, Visual Studio, T-SQL, Oracle, Business Analysis
Education
Central Connecticut State University 1993 — 1997
BS, Exercise Physiology
Solium Capital November 2010 - Present
Computershare September 1998 - November 2010
Southern New England Telephone Company April 1996 - September 1998
IBM April 1995 - April 1996
Skills
Microsoft SQL Server, C++, Software Development, Agile Methodologies, Leadership, SQL, Team Management, Databases, .NET, Web Services, Software Project..., SDLC, Business Analysis, XML, Requirements Analysis, Oracle, JavaScript, Web Applications, ASP.NET, Visual Studio, Scrum, Integration, T-SQL, C#
Education
University of New Haven 1996 — 1997
MS, Computer Science
Southern Connecticut State University 1991 — 1995
BS, Computer Science
Solium August 2014 - Present
Solium Capital May 2012 - July 2014
SVB Financial Group January 1988 - May 2012
Education
San Jose State University 1981 — 1983
Sourcefire July 2014 - Present
SMART Technologies June 2013 - July 2014
Solium Capital July 2010 - June 2013
Critical Mass February 2010 - July 2010
Shaw Communications May 2008 - January 2010
Interactive Enterprise 2005 - 2008
Skills
Ruby on Rails, .NET, C#, Java Enterprise Edition, Groovy, Grails, Spring, Java, WCF Services, RESTful WebServices, Rake, MSBuild, Oracle, PostgreSQL, MVC Architecture, NUnit, NVelocity, JCR, Ruby, CSS, jQuery, TeamCity, Mocha, New Relic, Agile Methodologies
Education
Athlone Institute of Technology 1999 — 2004
Bachelor of Engineering (Software Eng.), Software, Electronics
Motion Specialties Inc September 2014 - Present
WorleyParsons November 2013 - September 2014
Centric Health Management October 2011 - October 2013
Solium Capital July 2010 - October 2011
Solium Capital February 2010 - June 2010
Solium Capital November 2007 - January 2010
ING September 2006 - October 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Auditing, Accounts Receivable, Invoicing, Financial Statements, Journal Entries, Financial Reporting, Financial Analysis, Finance, Financial Accounting, Internal Controls, Financial Modeling, IFRS, Sarbanes-Oxley Act, Budgets, QuickBooks, Process Improvement, Business Process, Cost Accounting, GAAP, US GAAP, Fixed Assets, Cash Flow, Consolidation, Variance Analysis, Managerial Finance, Employee Benefits, Payroll, Microsoft Excel, Analysis, Financial Audits, Strategic Financial..., General Ledger, Internal Audit, SAP, Management, Forecasting, Tax
Education
Certified Management Accountants 2008 — 2010
The University of Hong Kong 2006 — 2006
Business Administration - International Exchange Program
The University of Calgary 2001 — 2006
B.A., Economics
Accountemps October 2014 - Present
Accountemps November 2013 - Present
Accountemps April 2011 - Present
Randstad Canada October 2010 - April 2011
EnCana May 2010 - August 2010
Solium Capital October 2008 - August 2010
Schizophrenia Society of Alberta May 2008 - September 2008
Skills
Human Resources, Account Management, Business Development, Customer Service, Financial Research, Market Research, Recruiting, Recruitments, Talent Acquisition, Technical Recruiting, Temporary Placement, Temporary Staffing, Contract Recruitment, Budgets, Leadership, Management, Financial Reporting, Finance
Education
Mount Royal College 2005 — 2009
Bachelor of Arts, Policy Studies
Tangoe, Inc. June 2014 - Present
Solium Capital August 1999 - June 2014
Skills
Software Development, SQL, .NET, Databases, Microsoft SQL Server, Agile Methodologies, C++, C#, Software Design, Scrum
Education
Roger Williams University 1995 — 1999
BS, Computer Science
Solium June 2007 - Present
Solium Capital 2007 - 2010
Skills
Agile Methodologies
Education
DeVry Institute of Technology
Sprouts Farmers Market December 2014 - Present
Banc of California September 2013 - December 2014
Solium November 2012 - September 2013
Solium Capital January 2011 - November 2012
Capital Group July 2008 - January 2011
DevilsDigest 2006 - 2008
Skills
Budgeting, Production, Social Media, Excel, Word, Account Management, Microsoft Excel, Microsoft Word, Budgets, Sales, Business Strategy, CRM, Training, Management, Public Speaking, Marketing, Finance, Accounting, Equities, Customer Service
Education
Arizona State University 2004 — 2008
Bachelor, Business and Mass Communication
Windsor High School
Solium Capital September 2000 - Present
Education
Carleton University 1986 — 1991
Bachelor of Arts, Economics
Certent, Inc. June 2014 - Present
Equity Administration Solutions, Inc. November 2009 - May 2014
Solium Capital July 2007 - November 2009
Allecon Stock Associates June 2001 - July 2007
Skills
stock plan admin and..., equity compensation, Equities, Options, Relationship Management, Incentive Programs, Executive Pay, Financial Services, Financial Reporting, Securities, Stocks, SEC filings, Financial Modeling, Employee Benefits, Accounting, Finance, Mergers, Corporate Governance
Education
University of Michigan-Dearborn 1996 — 2001
BBA, Workforce Management
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
University of Calgary March 2013 - Present
University of Calgary March 2012 - March 2013
AMEC Environment & Infrastructure February 2011 - January 2012
Solium Capital October 2010 - February 2011
Shaw Communications February 2007 - June 2010
Skills
Benefits, Customer Service, Benefits Administration, PeopleSoft, Human Resources, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Employee Benefits, Remedy Ticketing System, Frontline Ticketing..., Call Centers, Building Relationships, Interviews, Payroll
Education
York University 2004 — 2006
B.Mus. Specialized Honors, World music and world culture
University of Calgary 2001 — 2003
Bachelor of Music, Secondary Education
University of Calgary
Human Resource Management Certificate
Solium Capital August 2011 - Present
Thomson Reuters, StockVal September 2000 - July 2010
StockVal May 2000 - September 2000
Skills
Equities, Portfolio Management, Financial Services, Relationship Management, CRM, Management, Business Development, Finance, Mutual Funds, Contract Negotiation, Business Analysis, Salesforce.com, Investments
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Finance
Microchip Technology September 2014 - Present
Solium Capital April 2011 - August 2014
Skills
Relationship Management, Account Management, Stocks, Financial Analysis, Equities, Finance, Customer Service, Account Reconciliation, Financial Services, Options
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
Bachelor of Science, Business Management
Solium July 2013 - Present
Solium Capital April 2011 - July 2013
American Funds October 2006 - April 2011
Iowa State University May 2004 - June 2006
Skills
Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Access, Outlook, Analysis, Leadership
Education
Iowa State University 2004 — 2006
Masters, Human Development and Family Studies
University of Northern Iowa 2000 — 2004
BA, Family Science
DYNAMIC FUNDS January 2011 - Present
Solium Capital August 2008 - August 2010
Freedom 55 Financial November 2007 - August 2008
Education
Université de Montréal 2001 — 2005
BAC, ECONOMICS
Broadhaven Capital Partners July 2012 - Present
Bendigo Partners January 2009 - Present
Consultant July 2007 - Present
Solium Capital November 2009 - May 2015
Computershare August 2003 - June 2007
E*TRADE Australia January 2000 - June 2003
E*TRADE Financial June 1996 - December 1999
Skills
Equities, Investment Banking, Strategy, Financial Services, Investments, Business Strategy, Private Equity, Mergers & Acquisitions, Securities, Hedge Funds, Risk Management, Capital, Asset Management, Management, Sales, Capital Markets, Banking
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Solium Capital May 2013 - Present
Computershare April 2010 - April 2013
ABC Pediatrics January 2004 - April 2010
Profit Recovery Systems, Inc. 1999 - 2004
Skills
Testing, Quality Assurance, Software Documentation, Test Planning, User Acceptance Testing, Test Cases, Quality Center, Requirements Gathering, Business Analysis
Education
Middlesex County College 2003 — 2004
Computerized Medical Office Assistant
Merkaz Bnos-Business School 1999 — 2000
Business Management and Technology
Odessa State Polytechnic University 1990 — 1996
Bachelor's degree, Engineering