TD Bank Group
Industry: Financial services company
DescriptionThe Toronto–Dominion Bank is a Canadian multinational banking and financial services corporation headquartered in Toronto, Ontario. Headquarters: Toronto, Canada CEO: Bharat Masrani (1 Nov 2014–) Number of employees: 85,000 (FTE, F2014) Subsidiaries: TD Canada Trust, TD Bank, N.A., TD Securities,
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TD Bank Group Employees
Vision Critical April 2015 - Present
Sierra Systems September 2013 - April 2015
TD December 2011 - May 2013
TD Bank Group October 2009 - November 2011
Southwestern Company 2008 - 2009
Skills
Microsoft Office, Customer Service, Time Management, Microsoft Excel, Leadership, Teamwork, Social Media, Event Planning, Marketing, Team Leadership
Education
The University of British Columbia 2007 — 2011
Commerce, Accounting, International Business
TD June 2014 - Present
Vancouver Short Film Festival 2011 - Present
TD Bank Group February 2012 - June 2014
Junior Achievement of British Columbia October 2011 - February 2013
UBC Commerce Undergraduate Society April 2012 - November 2012
UBC Finance Club May 2010 - April 2012
Pacific Forestry Inc. June 2011 - August 2011
Crossroads Conference June 2008 - March 2010
Skills
Event Planning, Microsoft Office, Time Management, Social Media, Team Leadership, Teamwork, Customer Service, Event Management, Leadership, Public Speaking, Mandarin, Marketing Strategy, Social Media Marketing, PowerPoint, Public Relations, Microsoft Excel, Critical Thinking, Fundraising, Research, Volunteer Management
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce, Marketing and International Business
The Hong Kong University of Science and Technology 2013 — 2013
International Exchange Program, Global Business and Business to Business Marketing
CIBC World Markets July 2015 - Present
BianSolution (www.BianSolution.com) January 2007 - Present
Scotiabank April 2015 - July 2015
BMO Financial Group - Wealth Management Division March 2014 - April 2015
TD Bank Group April 2013 - March 2014
CPP Investment Board November 2012 - March 2013
Manulife Financial - Investment Division October 2011 - November 2012
CIBC World Markets June 2011 - September 2011
RBC Capital Markets November 2009 - June 2011
Manulife Financial - Investment Division January 2008 - November 2009
Skills
OpenLink FINDUR, FINDUR AVS/JVS..., Derivatives, Equity Trading, Foreign Exchange, Fixed Income, Capital Markets, Front Office Trading..., Middle Office Risk..., Back Office Accounting..., Wealth Management, Agile Methodologies, Technology Solution..., Application Development, System..., IT/IS Management, Vendor Management, Project/Program..., Business/Stakeholder..., Communication and..., Team Building and..., Distributed/Host Systems, IBM OMS, ADP/Broadridge, Bloomberg, Reuters, Infinity Rates, Java, MQ, ADP INTACT Messaging..., FIX Messaging Protocol, Web Service Development, TIBCO BusinessWorks..., IBM Datastage ETL, Financial Services, Portfolio Management, SDLC, Software Project...
Education
York University - Schulich School of Business 2004 — 2006
MBA, Finance and Strategy Managment
Tianjin University 1992 — 1996
Bachelor of Engineering (B.E.), Computer Engineering
Absolute Software November 2014 - Present
Deloitte Canada September 2009 - October 2014
TD Bank Group April 2007 - March 2009
Skills
External Audit, Financial Statements, Financial Analysis, Financial Statement..., Consolidation, Consolidated Financial..., IFRS, ASPE, US GAAP, Internal Controls, Budgets, Budget Monitoring, Income Tax, Qualified Chartered..., Vlookup, Pivot Tables, Microsoft Office, Financial Reporting, Analytics, Financial Accounting, Account Reconciliation, Financial Modeling, Accounting, GAAP, Auditing
Education
The University of British Columbia 2005 — 2009
BCom, Accounting
TD December 2014 - Present
TD September 2013 - November 2014
TD Bank Group July 2011 - September 2013
TD Bank Group August 2010 - July 2011
TD Bank Group November 2009 - August 2010
Accenture 2008 - 2009
Skills
Customer Service, Banking, Retail Banking, Human Resources, Project Management, Marketing, Event Management, Customer Relations, Leadership, Talent Management, Talent Developer, Marketing Communications, Strategic Planning, Coaching, Training, Management, Team Leadership, Strategy, Investments, Mortgage Lending, Loans
Education
The University of British Columbia 2003 — 2008
Bachelor of Arts, Economics major & Commerce minor
Canadian Securities Institute
Freedom 55 Financial 2011 - Present
Freedom 55 Financial 2003 - 2011
TD Bank Group 1999 - 2001
TD 1993 - 1999
Skills
Strategic Hiring, Team Building, Business Coaching, Wealth Management, financial planning for..., Risk Management, Sales & Marketing..., training and development, Strategic Financial..., Business Planning, Training, Insurance, Financial Advisory, Retirement, Business Development, Leadership, Entrepreneurship, Mortgage Lending, Critical Illness, Residential Mortgages, Financial Services, Estate Planning, Retirement Planning, Mutual Funds, Financial Planners, Personal Finance, Disability Insurance, Coaching, Business Strategy, Investments, Life Insurance, Wealth, Investment Strategies, Small Business, Employee Benefits, Wealth Accumulation, Financial Planning
Education
The University of Winnipeg
Professional studies
Yarmouth Memorial High
TD July 2014 - Present
TD Bank Group August 2009 - July 2014
TD Bank Group August 2007 - August 2009
TD Bank Group April 2004 - August 2007
TD September 2002 - April 2004
Skills
Banking, Small Business, Time Management, Business, Home Equity Lines of..., Commercial Mortgages, Retail Banking, Debt Consolidation, Mortgage Lending, Residential Mortgages, Investments, Loans, Credit, Mutual Funds, Refinance, Sales, Strategic Financial..., Financial Services, Finance, Small Business Lending, Lines Of Credit, CRM, Entrepreneurship, Home Equity, Portfolio Management, Cross Selling, Retirement Planning, Financial Advisory, Construction Loans, Consumer Lending, Relationship Management, Financial Planning
Education
The University of Lethbridge
TD Wealth Management September 2015 - Present
TD Bank August 2013 - September 2015
TD Bank Group December 2011 - July 2013
Tata Teleservices October 2008 - August 2010
Mihir H Shah & Co March 2007 - August 2008
Deloitte August 2005 - February 2007
Skills
Financial Analysis, Budgeting, Auditing, Financial Reporting, Financial Accounting, Accounting, MIS, IFRS, Internal Audit, Corporate Finance, Internal Controls, Finance, Managerial Finance, US GAAP, Account Reconciliation, Strategic Financial..., Statutory Accounting, Banking, Sarbanes-Oxley Act, Tax, Analysis, Financial Risk, General Ledger, Budgets
Education
Institute of Chartered Accountants of Ontario 2012 — 2012
Chartered Accountant, Accounting and Finance
Maharaja Saiyajirao University, Vadodara 2005 — 2007
Master of Commerce, Economics
The Institute of Chartered Accountants of India 2002 — 2007
CA, Accountancy
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce, Accounting and Finance
Tejas Vidyalaya 2000 — 2002
High School
Baroda High School, Alkapuri 1988 — 2000
High School
SnarePhoto May 2009 - Present
Canadian Olympic Committee February 2014 - February 2014
Calgary Folk Music Festival 2010 - 2014
TD Bank Group July 2011 - July 2013
Skills
Web Design, Graphic Design, Photography, Digital Photography, Photoshop, Image Editing, Social Media, Adobe Creative Suite, Microsoft Office, Social Networking, Social Media Marketing, Video Editing, Illustrator, InDesign, Marketing Communications, HTML, Event Photography, WordPress, Customer Service, Portrait Photography, Video Production, Videography, Public Speaking, OS X, Advertising, Blogging
Education
The University of Lethbridge 2012 — 2017
Bachelor of Fine Arts (BFA), New Media, Marketing
Lord Beaverbrook High School 2008 — 2011
Photography, Music, Physics, Honors
Mortgage Alliance May 2014 - Present
Scotiabank December 2011 - May 2014
TD Bank Group February 2009 - November 2011
TD Bank Group January 2008 - January 2009
TD Bank Group March 2007 - January 2008
TD Bank Group November 2005 - February 2007
Skills
Mortgage Lending, Management, Real Estate, Commercial Banking, Process Improvement, Finance, Retail Banking, Banking, Financial Services, Investment Properties, Customer Service, Credit, Loans, Team Management
Education
The University of Tennessee at Chattanooga 1989 — 1993
Bachelor of Science, Chemistry
Clear Living Works July 2015 - Present
LEC Group Yaletown September 2013 - Present
Mahigan Consulting January 2010 - Present
Vancity March 2013 - August 2013
TD Bank Group August 2011 - February 2013
Wray Group Consulting August 2010 - September 2010
The Spa February 2008 - April 2009
Joshua Generation Films Inc March 2005 - March 2007
The Institute of Chartered Accountants of Ontario March 2000 - July 2000
Hewlett Packard Canada-Service Center October 1997 - March 2000
Skills
Training, Nonprofits, Marketing, Project Management, Management, Sales, Editing, Coaching, Market Research, Customer Service, Event Management, Social Media, Microsoft Office, Proposal Writing, Film Production
Education
Express Coaching 2015 — 2016
Coaching - Executive Business and Life Coach
Thompson Rivers University 2010 — 2014
Business Administration, Management and Operations
Independent Film School 2005 — 2005
Certificate, Film Production
Clarkson Secondary School 1992 — 1994
OSSD, Majoring in Business and Social Sciences
CIBC World Markets August 2015 - Present
CIBC World Markets May 2014 - August 2014
TD January 2013 - July 2013
TD Bank Group June 2011 - January 2013
Sun Life Financial June 2008 - September 2010
Skills
SDLC, Analysis, Visio, Business Requirements, Business Analysis, Testing, Requirements Gathering, Management, Vendor Management, User Acceptance Testing, Risk Management, Requirements Analysis, Software Project..., Access, Financial Markets, Capital Markets, Capital IQ, Option Pricing Models, Bond Pricing, Equity Research, Bloomberg, Financial Modeling, Equity Valuation, DCF Valuation, Company Valuation
Education
The Hong Kong University of Science and Technology 2015 — 2015
Master of Business Administration (MBA), International Exchange Program
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Western Ontario 2007 — 2011
Bachelor of Management and Organizational Studies
RBC Dominion Securities August 2012 - Present
RBC Dominion Securities November 2011 - August 2012
TD Bank Group June 2011 - October 2011
UBC Commerce Undergraduate Society April 2010 - April 2011
Organizing Support for Charity April 2010 - April 2011
Southwestern Company May 2010 - August 2010
Tommy Hilfiger September 2008 - May 2010
H. J. Cambie Secondary January 2007 - May 2010
UBC Hospital September 2007 - July 2008
Skills
Direct Sales, Customer Service, Time Management, Teamwork, Sales, Recruiting, Leadership, Microsoft Excel, Investments, Social Media
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance, minor in Economics
H.J.Cambie Secondary 2002 — 2007
Canadian Securities Institute
TD July 2014 - Present
Nettuno January 2013 - Present
TD Bank USA April 2011 - Present
TD Bank Group May 2002 - April 2011
Skills
Organizational..., Employee Engagement, Customer Service, Microsoft Excel, Cross-functional Team..., Leadership Development, Customer Experience, Coaching, Training, Human Resources, Management, Project Management, Performance Management, Analysis, Talent Management, Recruiting, Leadership, Strategy
Education
The College of New Jersey 1997 — 2001
Bachelor, Sociology
VERICO AM Financial Services Ltd. September 2000 - Present
TD Bank Group June 1994 - August 2000
Skills
Mortgage Lending, Credit, Investments, Loans, Financial Analysis, Microsoft Office, Negotiation, Banking, Credit Risk, Strategic Financial..., Microsoft Excel, Credit Analysis, Risk Management, Home Equity Lines of..., Contract Negotiation, Client Relations, Residential Mortgages, Commercial Mortgages, Mortgage Industry
Education
The University of British Columbia
Urban Land
Lord Byng High School
TD June 2015 - Present
TD November 2012 - June 2015
TD Bank Group April 2011 - November 2012
TD Bank January 2009 - April 2011
Commerce Bank January 2007 - January 2009
OceanFirst Bank January 2001 - January 2006
Skills
Credit, Loans, Credit Risk, Financial Analysis, Commercial Lending, Asset Based Lending, Small Business Lending, Commercial Real Estate...
Education
Thomas Edison State College 2007 — 2011
Master of Science, Management; Organizational Leadership
Thomas Edison State College 2000 — 2005
Bachelor of Science, Business Administration; Banking
Ocean County College 1997 — 1999
Central Regional High School 1993 — 1997
TD December 2013 - Present
TD Bank Group March 2011 - December 2013
UBC Transportation and Logistics Club June 2010 - June 2011
UBC Commerce Undergraduate Society May 2010 - April 2011
Old Navy June 2010 - August 2010
Rose Security August 2009 - August 2009
Hudson's Bay Company July 2005 - December 2005
Skills
Leadership, Customer Service, Time Management, Teamwork
Education
The University of British Columbia 2009 — 2013
Sauder School of Business, University of British Columbia
Bachelor of Commerce Completion, 2013; Transportation and Logistics
TD March 2014 - Present
TD Bank Group May 2012 - February 2014
Housing Bank for Trade and Finance May 2008 - September 2009
Investbank July 2006 - April 2008
Investbank June 2005 - June 2006
Skills
Financial Analysis, Customer Service, Financial Modeling, Business Strategy, Microsoft Office, Account Reconciliation, Social Skills, Market Analysis, Letters of Credit, Transferable Skills, Multi-tasked, Credit, Wealth Management, CRM, Strategic Financial..., Cash Management, Time Management, Loans, Financial Reporting, Market Research, Finance, Business Development, Credit Risk, Banking, Credit Analysis, Retail Banking, Portfolio Management, Commercial Banking, Valuation, Analysis, Corporate Finance, Risk Management, Private Banking, Cash Flow, Trade Finance, Mutual Funds, Management, Financial Risk, Managerial Finance, Capital Markets, Business Analysis, Internal Audit, Investment Banking, Payments, Teamwork, Derivatives, Investments, Cross Selling, Business Planning, Asset Management
Education
CSI Global Education Inc. 2012 — 2012
Certificate, CSC, 72
The University of Huddersfield 2003 — 2005
Master, MBA
Applied Science University 1998 — 2002
Bachelor, Finance & Banking Management
ACCES Karen lynn
TD December 2014 - Present
TD August 2012 - December 2014
TD September 2011 - August 2012
TD Bank Group September 2009 - September 2011
HMS Host Starbucks June 2006 - August 2009
Skills
Customer Service, Time Management, Microsoft Office, Retail Banking, Teamwork, Banking, Outlook, Credit, Microsoft Word, Data Analysis, Investments, Public Speaking, Team Leadership, Financial Analysis
Education
The University of British Columbia / UBC 2007 — 2011
Arts, Psychology
Mirjanic Cole Snape Advisory Team, CIBC World Markets August 2012 - Present
BMO Harris Investment Management Inc 2001 - 2012
TD Bank Group 2000 - 2001
Canada Trust 1998 - 2000
ATB Financial 1994 - 1998
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investments, Financial Planning, Investment Advisory, Investment Strategies, Fixed Income, Securities, Asset Allocation, Private Wealth..., Wealth, Derivatives, Retirement, Bonds, Wealth Management..., Strategic Financial..., High Net Worth..., Investment Management, Estate Planning, Relationship Management, Private Banking, Mutual Funds, Finance, Alternative Investments, Financial Planners, Financial Advisory, Hedge Funds, ETFs, Capital Markets, Options, Financial Markets, Equities, Bloomberg, Financial Services, Structured Products
Education
The University of Lethbridge 1991 — 1993
B. Mgmt, Finance
Canadian Securities Institute
Jasper Place
The CFA Institute
TD January 2014 - Present
TD November 2011 - December 2013
TD Bank Group June 2009 - November 2011
Skills
Investments, Mortgage Lending, Home Equity Lines of..., Banking, Credit, Retail Banking, Loans, Residential Mortgages, Mutual Funds, Consumer Lending, Lines Of Credit, Credit Analysis, Small Business Lending, Wealth Management, Commercial Banking, Customer Service, Credit Risk, Retirement Planning, Financial Services, Team Leadership
Education
UBC 2006 — 2010
BA, Economics
Canadian Securities Institute (CSI)
Personal Financial Services (PFSA)
Canadian Securities Institute (CSI)
Financial Planning I
Investment Institute of Canada
Mutual Fund License
Rogers Communications 2011 - Present
Rogers Communications 2008 - 2011
Rogers Communications 2006 - 2008
Bank of Montreal 2005 - 2005
TD Bank Group 2004 - 2004
Ernst & Young 2001 - 2003
Ernst & Young 2000 - 2001
Ernst & Young 1998 - 2001
Skills
Internal Controls, IFRS, Financial Reporting, Auditing, Accounting, External Audit, GAAP, Financial Statements, US GAAP, Assurance, Business Process, Financial Accounting
Education
The University of British Columbia / UBC 1993 — 1997
Bachelor of Commerce, Accounting
TD July 2014 - Present
TD January 2013 - June 2014
TD Bank Group December 2011 - January 2013
TD Bank Group November 2010 - December 2011
TD Bank Group June 2008 - November 2010
TD Bank Group March 2007 - June 2008
Alma Mater Society of UBC Vancouver May 2006 - February 2007
Alma Mater Society of UBC Vancouver July 2005 - June 2006
Skills
Mutual Funds, Banking, Mortgage, Investments, Customer Service, Mortgage Lending, Retail Banking, Credit, Loans, Leadership, Performance Management, Management, Financial Services, Relationship Management, Small Business Lending, Sales, Consumer Lending, Customer Experience, Analysis, Commercial Banking
Education
UBC 2004 — 2008
Bachelor of Arts, Family Studies
TD Bank Group July 2007 - Present
Symcor November 2006 - May 2008
Centurion Bank March 1993 - March 2005
Skills
Banking, Risk Management, Process Improvement, Financial Analysis, Operations Management, Lean Six Sigma, Continuous Improvement, Business Analysis, Change Management
Education
The Maharaja Sayajirao University of Baroda
Bachelor's Degree, Mathematics
TD Bank Group May 2011 - Present
TD Bank April 2005 - June 2011
TD Bank March 2001 - April 2005
Canada Trust January 1999 - March 2001
Stocksunds IF September 1996 - February 1998
Nomo Kullager AB September 1995 - February 1998
Täby IK September 1995 - April 1996
London Wildcats September 1994 - May 1995
Florida Hammerheads May 1994 - September 1994
Ånge IK September 1992 - April 1994
Skills
Disaster Recovery, Governance, SDLC, ITIL, Banking, Risk Management, Vendor Management, IT Management, Business Analysis, Change Management, PMP, IT Strategy, Software Documentation, Enterprise Architecture, IT Audit, Requirements Analysis, Project Management, Requirements Gathering, Business Process..., Process Improvement, Program Management, Change Control, Change Integration
Education
The Ohio State University 1987 — 1992
BSc, Business
The Ohio State University Fisher College of Business 1987 — 1991
Bsc, Finance
TD July 2014 - Present
TD Bank Group January 2013 - July 2014
TD Auto Finance January 2009 - December 2012
Gemma Communications October 2007 - December 2008
Adicorp Deal September 2003 - June 2007
Unit Trust of India January 1990 - September 2003
Skills
Customer Service, Recruiting, Process Improvement, Training, Leadership, Time Management, Analysis, Team Leadership, HRIS, Human Resources, Performance Management, Project Management, Management, Banking, Coaching, Budgets, Software Documentation, Credit, Relationship Management, Risk Management, Finance, Call Centers, Team Management
Education
The Maharaja Sayajirao University of Baroda 1985 — 1988
B.SC, Foods & Nutrition
HRPA
Human Resources Management/Personnel Administration, General
RBC Dominion Securities 2008 - Present
TD Bank Group 1989 - 2008
Richardson Greenshields of Canada 1986 - 1989
Skills
Wealth Management, Investment Advisory, Japanese Business..., High Net Worth..., ETFs, Asset Management, Mutual Funds, Fixed Income, Investment Strategies, Investments, Hedge Funds, Banking, Portfolio Management, Bonds, Wealth Management..., Investment Management, Asset Allocation, Retirement Planning
Education
Marist Brothers International School, Kobe - Japan
High School
The University of British Columbia
BA, Economics
Cisco Systems July 2013 - Present
Cisco Systems September 2008 - July 2013
Cisco Systems July 2003 - September 2008
DHL Worldwide Express 2000 - 2002
PlanetRx.com 1999 - 2000
TD Bank Group 1997 - 1999
Mass Transit Railroad 1995 - 1997
Digital Equipment Corp 1993 - 1995
Skills
Business Analysis, Requirements Analysis, Business Architecture, Program Management, B2B, Sales Operations, Direct & Indirect Sales, Channel Operations, Quote to Cash, Order Management, Service & Contract..., Logistics, Business Process, Management, Integration, Cross-functional Team...
Education
University of Waterloo 1990 — 1993
Bachelor of Mathematics, Double Honors Computer Science and Operating Research
The George Washington University
Master Certification of Program Management
lululemon athletica December 2014 - Present
lululemon athletica March 2014 - February 2015
lululemon athletica March 2012 - March 2014
TD Bank Group September 2008 - March 2012
Skills
Banking, Time Management, Customer Service, Oracle Applications, Microsoft Dynamics GP, Microsoft Office, Accounting, Microsoft Excel, Leadership, Finance, Teamwork, Financial Analysis, Accounts Payable, Invoice Processing, Supervisory Skills
Education
UBC Sauder School of Business 2011 — 2012
Diploma in Accounting Program
The University of British Columbia 2006 — 2010
Bachelor of Arts (B.A.), Sociology
TD July 2015 - Present
TD December 2013 - July 2015
TD August 2012 - December 2013
TD Bank Group August 2010 - October 2012
TD Bank Group 2008 - 2010
Skills
Banking, Credit, Retail Banking, Mutual Funds, Customer Service, Mortgage Lending, Loans, Relationship Management, Commercial Banking
Education
The University of British Columbia 2005 — 2010
BA, Mathematics
TD Bank Group August 2011 - Present
Skills
SDLC, Business Analysis, Vendor Management, PMO, SharePoint, Requirements Analysis, Requirements Gathering, Strategic Planning, Program Management, Leadership, Business Process...
Education
The University of Georgia
Bachelor of Arts (B.A.)
Thunderbird School of Global Management
Master of Business Administration (MBA)
TD Bank Group Shared Services February 2013 - Present
TD Direct Investing October 2011 - February 2013
TD Direct Investing April 2011 - October 2011
TD Bank Group March 2010 - April 2011
Education
London School of Economics and Political Science
Diploma for Graduates, Finance
University of Toronto
Bachelor of Arts (B.A.), Economics & Political Science
CFA Institute
Passed Level I of the CFA Program
Firstrust Financial Resources August 2013 - Present
TD Bank Group October 2011 - April 2013
The Coca-Cola Company April 2009 - October 2011
Education
The College of New Jersey 2004 — 2008
Bachelor of Science
TD Bank September 2015 - Present
TD March 2014 - Present
TD Bank Group November 2011 - March 2014
The Home Depot May 2008 - February 2012
Skills
Credit, Accounts Payable, Budgets, Customer Service, Inventory Management, Sales, Microsoft Excel, Banking, Strategic Financial..., Loans, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Mortgage Lending, Leadership, Insurance, Finance
Education
Thomas College 2006 — 2014
MBA, Finance
TD Canada Trust November 2012 - Present
TD Canada Trust January 2012 - November 2012
TD Canada Trust May 2011 - January 2012
TD Canada Trust February 2010 - May 2011
TD Bank Group June 2006 - January 2010
TD Securities June 2004 - May 2006
Canada China Business Council June 2003 - May 2004
Skills
Financial Modeling, Business Analysis, Strategic Financial..., Relationship Management, Finance, Capital Markets, Management, Business Strategy, Strategy, Analysis, Credit Risk, Financial Services, Investment Banking, Forecasting, Investments, Financial Analysis, Financial Planning
Education
University of Toronto - Rotman School of Management
MBA, Finance
Tongji University
Bachelor of Engineering, Computer Science
TD Bank Group August 2011 - Present
Innovista Health May 2011 - August 2011
Wachovia, A Wells Fargo Company August 2005 - June 2009
Wachovia Bank August 2001 - August 2005
Lourie's 1976 - 1999
Skills
Banking, Customer Service, Credit, Loans, Securities, Financial Services, Training, AML, Marketing, Financial Advisory, Mergers & Acquisitions, Finance, Sales, Employee Benefits, Investments, Insurance, Retail Banking, Time Management, Mortgage Lending, Commercial Banking, Mutual Funds, Small Business Lending, Consumer Lending, Commercial Lending, Financial Risk, Portfolio Management, Treasury Management, Series 63, Loan Origination, Cross Selling, Credit Analysis
Education
The University of Georgia 1969 — 1973
BBA, Business Management
University of Georgia 1969 — 1972
Bachelor of Business Administration (BBA), Bachelor's.. Summma Cum Laude
GoldStar Pharmacy July 2013 - Present
TD Bank Group November 2011 - May 2013
TD Bank Group August 2010 - March 2012
GE Energy Services May 2007 - August 2008
GE Consumer & Industrial January 2006 - May 2007
GE Consumer & Industrial January 2004 - January 2006
Skills
French, Salesforce.com, Financial Modeling, Process Improvement, Financial Analysis, Six Sigma, Valuation, Change Management, Risk Management, Management Consulting, Business Strategy, Strategic Planning, Budgeting, Operations Management, Budgets, Leadership, Strategy, Cross-functional Team..., Management, Product Management
Education
Texas A&M University, Mays Business School, College 2008 — 2010
Master, Business Administration
University of Kansas 2000 — 2003
Bachelor of Science, Electrical Engineering
TD September 2014 - Present
TD Bank Group January 2013 - Present
TD Bank Group August 2010 - January 2013
Holland America Line January 2011 - July 2011
Princess Cruises August 2004 - March 2010
Celebrity Cruises 2001 - 2003
Ministry of Social Services Canada August 1997 - September 2000
Skills
Team Building, Training Facilitation, Training Needs Analysis, Performance Management, Employee Engagement, Coaching, Employee Relations, Training, Customer Service, Succession Planning, Training Delivery, Leadership Development, Workshop Facilitation, Change Management, Team Leadership, Conflict Resolution, Recruiting, Performance Improvement, Human Resources, Customer Satisfaction, Public Speaking, Project Management, Career Development, Time Management, Staff Development, Policy, Sales, Project Planning, Negotiation, Teamwork, Microsoft Office, Retail, Operations Management, Employee Training, Banking, Event Planning, Interviews, Microsoft Excel, Organizational..., Budgets, Strategic Planning, Sales Management, Outlook, Management, Account Management, Leadership, Instructional Design, Customer Experience, Executive Coaching, Talent Acquisition
Education
The University of British Columbia
BSW: Social Work, BA: Sociology
TD Bank Group March 2012 - Present
TD Bank Group May 2011 - March 2012
TD Bank Group 2007 - 2010
TD Bank Group 2006 - 2007
Skills
Retail Banking, Banking, Customer Service, Performance Management, Employee Engagement
Education
The University of British Columbia 2001 — 2005
B.A, Political Science
Kaplan University July 2012 - Present
TD Bank Group January 2012 - July 2012
Gertrude Hawk Chocolates January 2011 - January 2012
Gertrude Hawk Chocolates September 2010 - December 2010
Stilly's Entertainment June 2010 - November 2010
The Sage Colleges May 2008 - May 2010
Berkshire Marketing Group May 2009 - August 2009
Harry and David November 2006 - January 2009
Skills
Customer Service, Event Planning, Social Media Marketing, Event Management, Public Speaking, Leadership, Management, Facebook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Recruiting, Outlook, Research, Social Media, Team Building, Public Relations, Editing, Sales, Advertising, Higher Education, Social Networking, Press Releases, Project Planning, Time Management
Education
Kaplan University-Maine Campus 2012 — 2014
MBA
The Sage Colleges - Russell Sage College 2006 — 2010
BS, Business and Organizational Management
TD Bank Group November 2011 - November 2014
Roma Bank November 2010 - November 2011
Huntington National Bank October 2007 - June 2010
Huntington National Bank October 2006 - October 2007
Huntington National Bank October 2004 - October 2006
Huntington National Bank May 2004 - October 2004
Direct Consumer Lending December 2003 - May 2004
Huntington National Bank February 2001 - December 2003
Skills Coach February 2001 - December 2003
Skills
Credit, Loans, Commercial Banking, Financial Analysis, Credit Analysis, Commercial Lending, Customer Service, Microsoft Office, Credit Risk, Consumer Lending, Banking, Real Estate, Commercial Mortgages, Lines Of Credit, Underwriting, Management, Portfolio Management, Commercial Real Estate, Small Business Lending, Cash Flow, Cross Selling, Mortgage Lending
Education
THE OHIO STATE UNIVERSITY, Fisher College of Business 1998 — 2003
2003Bachelor of Science, Business Administration; Finance; Real Estate & Urban Analysis
The Ohio State University - The Max M. Fisher College of Business 1998 — 2003
Bachelor of Arts (BA), Finance, General and Real Estate & Urban Analysis
Acquisitions Associate and Licensed Real Estate Agent December 2013 - Present
TD Bank Group November 2010 - October 2013
Jones Lang LaSalle February 2004 - November 2010
Siemens Real Estate March 2001 - November 2003
Bed Bath & Beyond July 1999 - April 2001
Hearthstone Management Real Estate Group June 1993 - July 1999
Skills
Six Sigma, Policy Writing, Legal Documents, Auditing, Compliance Procedures, Real Estate Tax Appeals, Commerical Rent Tax, Database Management, Communication Ethics, Contract Abstraction, Training Management, Property Negotiations, Risk Management, Database Admin, Lease Administration, Budgets, Negotiation, Real Estate, Corporate Real Estate
Education
OCC/Kean University
Ocean School of Real Estate
Stuart School of Business
Thomas Edison State College
TD May 2014 - Present
TD Bank Group September 2011 - May 2014
Apption Software June 2010 - August 2010
Apption Software September 2009 - December 2009
Bell Canada January 2009 - April 2009
Toronto Transit Commission May 2008 - August 2008
Scotiabank September 2007 - December 2007
Toronto Transit Commission January 2007 - April 2007
Skills
Business Analysis, HTML, CSS, Requirements Analysis, Business Requirements, Data Analysis, Project Management, Usability, User Experience, Information Architecture, User Interface Design, SDLC, Web Applications
Education
University of Toronto 2013 — 2014
Certificate in Business Analysis
University of Waterloo 2006 — 2011
B.A.Sc, Systems Design Engineering
The University of Hong Kong 2010 — 2010
Academic exchange
York Mills C.I.
Go Nissan November 2014 - Present
Bravo DJ November 2010 - Present
CIBC August 2012 - November 2014
TD Bank Group December 2007 - July 2012
Nisku Parks and Recreation Society May 2007 - December 2007
Skills
Retail Banking, Consumer Lending, Cross Selling, Credit, Banking, Loans, Mortgage Lending, Mutual Funds, Lines Of Credit, Cash Management, Home Equity Lines of..., Credit Cards, Retirement, Customer Service, Management, Coaching, Employee Training, Payroll, Microsoft Office
Education
The University of Lethbridge 2005 — 2007
Bachelor, Management
TD Bank Group November 2007 - Present
Education
The University of Georgia 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TD Bank Group January 2012 - Present
Kanetix February 2011 - January 2012
University of Toronto January 2011 - April 2011
Ontario Power Generation July 2009 - December 2009
Kraft Foods December 2007 - April 2008
Shanghai International Port Group (SIPG), China July 2000 - March 2004
Skills
Financial Analysis, Forecasting, Data Mining, Financial Accounting, Leadership, Microsoft Excel, Corporate Finance, Internal Controls, Accounting, Capital Markets, Analysis, Business Analysis, Finance, Business Intelligence, Financial Modeling, Sarbanes-Oxley Act, Access, Management, Financial Reporting, Strategic Financial..., Process Improvement, Cost Accounting, Auditing, Budgets, Teamwork, SQL, Banking, Databases, VBA, Analytics, Project Planning, Data Analysis, Data Warehousing, Variance Analysis, Training, Business Planning, Risk Management, Account Reconciliation, Financial Statements, Credit, IFRS, Requirements Gathering, PowerPoint, Insurance, Bloomberg, General Ledger, Valuation, Team Leadership, Excel, LoanIQ
Education
University of Toronto at Scarborough 2006 — 2010
Bachelor, Business Administration
Tongji University 1996 — 2000
Bachelor, Computer Science
EY October 2013 - Present
EY September 2011 - September 2013
TD Bank Group October 2008 - July 2011
Ernst & Young May 2010 - August 2010
Skills
Accounting, Internal Controls, Financial Analysis, Financial Accounting, Auditing, Financial Reporting
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce
Tsinghua University 2010 — 2010
Exchange - General Scholar
Price Waterhouse Management Consultants March 2015 - Present
TD April 2013 - March 2015
TD May 2012 - April 2013
TD Bank Group June 2011 - May 2012
Carolina First Bank, A trade name of TD Bank NA. October 2010 - June 2011
Staffing Now, Inc. November 2007 - August 2010
San Diego Padres April 2005 - January 2007
Skills
Risk Assessment, Leadership, Microsoft Office, Yellow Belt, Process Improvement, Multi-line Phone, Policy, Customer Service, Outlook, Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Networking, Analysis, Management, Six Sigma, Risk Management, Anti Money Laundering, Operational Risk, AML, OFAC, Bank Secrecy Act, Internal Controls, Program Management, Financial Risk
Education
Thomas Jefferson School of Law 2005 — 2007
JD, Law
Utica College 2000 — 2004
BS, Economic Crime Investigation
TD September 2015 - Present
TD Bank Group September 2012 - Present
TD March 2011 - September 2012
TD January 2010 - February 2011
Skills
Banking, Retail Banking, Credit, Wealth Management, Mutual Funds, Mortgage Lending, Loans, Investments, Commercial Banking, Financial Modeling, Financial Analysis, Investment Strategies, Retirement Planning, Relationship Management, Commercial Lending, Risk Management, Consumer Lending, Residential Mortgages, Equity Research, Small Business Lending
Education
CFA Institute 2010 — 2014
Chartered Financial Analyst, Finance, program graduate, currently awaiting charter
The University of British Columbia 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Nelson High School
Nelson High School
Bertucci's August 2003 - Present
Harmon Law Offices, P.C. October 2012 - January 2013
Lash & Associates, P.C. July 2012 - September 2012
TD Bank Group September 2008 - December 2011
Skills
Notary Public, Customer Service, Staff Supervision, Family Law, Administrative..., Real Estate, Microsoft Office, Telephone Skills, Civil Litigation
Education
The Salter School-Malden Campus 2011 — 2012
Paralegal studies, 3.95
Charlton & Company September 2011 - Present
Ernst & Young May 2007 - June 2011
TD Bank Group April 2006 - April 2007
Skills
Assurance, IFRS, Financial Reporting, Corporate Tax, Financial Accounting, Internal Controls, Auditing, External Audit, Canadian GAAP, Accounting, Tax, Income Tax, Financial Analysis, Cost Accounting
Education
CA School of Business 2007 — 2010
Chartered Accountant
The University of British Columbia 2003 — 2008
BCom, Accounting
TD November 2013 - Present
TD Bank Group February 2012 - November 2013
TD Bank Group February 2010 - February 2012
CIBC March 2004 - February 2010
Skills
Credit, Wealth Management, Commercial Banking, Banking, Private Banking, Financial Advisory, High Net Worth..., Retirement Planning, Loans, Mutual Funds, Commercial Lending, Credit Analysis, Cash Management, Finance, Retail Banking, Mortgage Lending, Portfolio Management
Education
Financial Planning Standards Council 2010 — 2010
Certified Financial Planner, Financial Planning
Thompson Rivers University 1994 — 1999
Bachelor of Business Administration, Finance & Human Resource Management
Norkam Secondary High School 1990 — 1994
High School
TD 2014 - Present
TD Canada Trust June 2012 - October 2014
TD Bank Group July 2011 - June 2012
TD Canada Trust April 2011 - December 2011
TD March 2010 - April 2011
Toronto-Dominion Bank 2008 - 2010
Skills
Retail Banking, Relationship Management, Small Business, Business Analysis, Small Business Lending, Project Management, Customer Experience, Collaborative Problem..., Coaching, Leadership Development, Strategic Thinking, Operational Risk, Commercial Banking, Financial Analysis, Financial Services, Team Leadership, Leadership, Strategy, Loans, Credit, Branch Banking, Recruiting, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Credit Risk, Cross Selling, Consumer Lending, Mutual Funds
Education
The University of British Columbia / UBC
B.Sc.
Thompson Rivers University
Capital Power Corporation March 2012 - Present
PwC April 2010 - January 2012
TD Bank Group February 2008 - March 2010
TD Bank Group August 2006 - February 2008
HSBC June 2003 - August 2006
Skills
Banking, Portfolio Management, Restructuring, Risk Management, Risk, Loans, Financial Analysis, Commercial Banking, Credit, Credit Risk, Credit Analysis, Commercial Lending, Financial Modeling, Cash Management, Underwriting, Accounting, Liquidity Risk, Financial Risk, Forecasting, Financial Structuring, ISDA negotiations, NAESB
Education
The University of British Columbia 1998 — 2003
BComm, Finance
CMA Alberta
CMA
TD Bank Group June 2011 - Present
Dixon Hughes Goodman LLP July 2010 - June 2011
Price Waterhouse Coopers 2006 - 2010
Elliott Davis 2001 - 2006
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, GAAP, Internal Audit, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, CPA, External Audit, Sarbanes-Oxley, Financial Accounting
Education
The Citadel 1997 — 2001
BS Business Admin (Accounting), Accounting
RBC 2011 - 2015
RBC 2011 - 2015
TD Bank Group May 2010 - March 2011
CIBC February 2010 - March 2010
Labatt Breweries of Canada September 2009 - February 2010
Electro Sonic January 2009 - May 2009
Bausch & Lomb 2008 - 2008
Bausch & Lomb 2005 - 2008
Bausch & Lomb 1999 - 2005
Bausch & Lomb 1998 - 1999
Skills
Accounting, Financial Reporting, Forecasting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Variance Analysis
Education
The Hong Kong Polytechnic University 1992 — 1996
Accountancy
Dentons February 2015 - Present
Dentons July 2007 - January 2015
HSBC December 2003 - June 2007
TD Bank Group May 1999 - September 2003
Skills
Mergers, Real Estate, Private Equity, Contract Negotiation, Banking Law, Contract Review, Contract Writing, Corporate Law, Commercial Lending, Financial Services, Mergers & Acquisitions, Contract Management, Joint Ventures, Legal Advice, Dispute Resolution, Legal Research, Investments, Corporate Governance, Legal Writing, Litigation, Commercial Litigation
Education
University of Alberta 2004 — 2007
LLB, Law
The University of British Columbia 1996 — 1999
BComm, Finance
Brigham and Women's Hospital August 2014 - Present
TD January 2013 - August 2014
TD June 2012 - December 2012
TD Bank Group June 2011 - August 2011
The George Washington University January 2010 - August 2010
GTECH May 2009 - August 2009
Roger Williams Medical Center June 2008 - August 2008
Skills
Financial Modeling
Education
The George Washington University - School of Business 2008 — 2012
Finance, Intermediate Finance, Applied Portfolio Management & International Banking
The Wheeler School 2004 — 2008
High School Diploma
BB&T Investment Services Inc September 2014 - Present
BB&T September 2012 - September 2014
TD Bank Group June 2011 - July 2012
TD Bank Group January 2008 - June 2011
TD Bank Group July 2007 - January 2008
Carolina First Bank February 2005 - March 2007
Skills
Opening New Accounts, Consumer Lending, Residential Mortgages, Microsoft Office, Customer Service, Compliance, Organization, Banking
Education
The University of Georgia 2000 — 2004
Bachelor of Science (B.S.), Psychology
BNP Paribas September 2015 - Present
TD Bank Group December 2011 - September 2015
KPMG Canada August 2003 - November 2011
CIBC 2000 - 2003
RAKBANK 1997 - 2000
Mashreqbank 1995 - 1997
KPMG 1991 - 1994
Skills
IFRS, Financial Institutions, Risk Advisory, Finance Transformation, SOX, Capital Management, Sarbanes-Oxley Act, Financial Services, @Risk, Auditing, Internal Audit, Risk Management, Governance, IT Audit, Financial Risk, Internal Controls, Accounting, External Audit, Portfolio Management, US GAAP, Due Diligence, Treasury, Forecasting, Asset Management, Enterprise Risk..., Derivatives, Operational Risk, Assurance, Operational Risk..., Valuation, Hedging, Basel III, Banking, Financial Modeling, Cash Management, Financial Accounting, GAAP, Credit Risk, Finance, Financial Analysis, Strategic Financial..., Canadian GAAP, Financial Audits, SOX 404, Managerial Finance, Market Risk, Financial Reporting, Corporate Finance, Financial Advisory, Business Valuation
Education
Institute of Chartered Accountants of Ontario
CA
CFA Institute
CFA
American Institute of Certified Public Accountants
CPA
The Institute of Chartered Accountants of India
ACA
University of Mumbai
Bachelor of Commerce, Accounting
Deloitte Canada August 2014 - Present
Deloitte Canada September 2012 - September 2014
TD Bank Group July 2011 - September 2012
Institute of Asian Research September 2010 - December 2011
Pacific National Exhibition August 2006 - September 2011
Leith Wheeler Investment Counsel Ltd. June 2009 - August 2009
Skills
Time Management, Teamwork, Accounting, Microsoft Excel, Customer Service, PowerPoint
Education
University of Saskatchewan 2013 — 2014
Master of Professional Accounting (MPAcc)
The University of British Columbia 2008 — 2012
Bachelors of Commerce, Accounting
Howard Center August 2014 - Present
Johns Hopkins Sexual Disorders Clinic August 2013 - May 2014
Lab for Child Development: Johns Hopkins University January 2013 - December 2013
TD Bank Group May 2011 - August 2013
Johns Hopkins Hospital September 2011 - May 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Clinical Research, LoggerPro, FilePro, Microsoft Office, Statistics, SPSS, Behavioral Assessment..., Children’s Depressive..., Millon Adolescent..., Screen for Child...
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts and Sciences, Psychological and Brain Sciences
Rutland High School 2006 — 2010
High School Diploma
TD Bank Group August 2014 - Present
TD Bank December 2010 - August 2014
Hays Specialist Recruitment - Accounting and Finance January 2008 - November 2010
Discount Car and Truck Rental February 2006 - January 2008
Publicis Consultants GmbH 2004 - 2004
United Nations Conference on Trade and Development (UNCTAD) 2001 - 2001
Skills
Tax, Technical Recruiting, Auditing, Recruiting, Talent Acquisition, Human Resources, Screening Resumes, Leadership, Management, Strategy, System Administration, Process Improvement, Contract Recruitment, Temporary Staffing, Applicant Tracking..., Management Consulting, Program Management, Finance, Executive Search, Banking, Financial Services, Sourcing, Change Management, Interviews, Performance Management, Permanent Placement, Talent Management, Internet Recruiting, Temporary Placement
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc
University of Sussex 1999 — 2002
BA (Hons)
Humboldt Gymnasium 1985 — 1999
Abitur
Adecco Professional, Holloway Schulz & Partners September 2015 - Present
TD Bank Group August 2013 - August 2015
TD Bank Group August 2014 - December 2014
TD Bank Group October 2010 - July 2013
Skills
Human Resources, Talent Management, Training, Management, Talent Acquisition, Leadership, Recruiting, People Development, Relationship Management, Business Development, Strategy, Interviews, Sourcing, Sales, Negotiation, Employee Engagement, Banking, Employee Relations
Education
The University of British Columbia 2006 — 2010
Bachelor's Degree
Human Resources Professionals Association 2013 — 2015
TD Wealth Private Investment Counsel June 2015 - Present
TD Wealth Private Investment Counsel January 2014 - June 2015
TD Waterhouse Private Investment Counsel December 2011 - December 2013
TD Waterhouse December 2009 - December 2011
TD Canada Trust August 2008 - December 2009
TD Bank Group August 2005 - August 2008
Skills
Banking, Investments, Mutual Funds, Financial Planning, Portfolio Management, Finance, Financial Markets, Securities, Investment Strategies, Financial Advisory, Analysis, Asset Allocation, Hedge Funds
Education
CFA Institute 2009 — 2012
CFA Charterholder
UBC 2003 — 2008
BSc, Cellular Biology and Genetics
BC Securities Commission
Licensed as an Associate Advising Representative in the Province of BC
Praxair April 2011 - Present
TD Bank Group October 2010 - April 2011
University of Connecticut August 2008 - May 2010
Ann Taylor July 2008 - January 2009
Skills
Analysis, Finance, Microsoft Excel, Leadership, Microsoft Office, Financial Analysis, Accounting, Data Analysis, PowerPoint, Credit, Customer Service, Access, Process Improvement, Forecasting, Sales, Account Reconciliation, Project Management, Financial Reporting, Banking, JD Edwards
Education
The University of Connecticut School of Business
Master of Business Administration (MBA), Finance, 3.67
The University of Connecticut School of Business
Certificate in Project Management, Project Management
University of Connecticut 2007 — 2010
Bachelor in liberal arts, Economics/ Business
Lycee Francais du Caire 1999 — 2002
Brevet des etudes superieures, Liberal Arts and Sciences, General Studies and Humanities
Air Canada October 2012 - Present
TD Bank Group March 2012 - October 2012
Vancouver Aquarium July 2011 - October 2012
Vancouver Aquarium July 2008 - July 2011
Skills
Non-profits, Customer Service, Teamwork
Education
The University of British Columbia / UBC 2007 — 2011
Arts, Psychology
TD Bank Group November 2013 - Present
TD Bank Group April 2012 - October 2013
Blake, Cassels & Graydon LLP September 2006 - March 2012
Ogilvy Renault LLP May 2005 - June 2006
Skills
Corporate Governance, Corporate Law, Securities Regulation, Legal Research, Legal Advice, Litigation, Joint Ventures, Mergers, Securities, Commercial Litigation, Legal Writing, Private Placements, Private Equity, Cross-border..., Corporate Finance
Education
CFA Institute 2009 — 2010
Chartered Financial Analyst Designation
York University - Osgoode Hall Law School 2002 — 2005
Juris Doctor, Law
The University of Lethbridge 1997 — 2002
Bachelor of Management (Finance Major), Finance
Farmers Insurance, The McDougall Agency LLC January 2015 - Present
Farmington Bank October 2010 - January 2015
TD Bank Group February 2007 - August 2010
Wachovia Bank January 2004 - February 2007
Murphy and Scarlettis, Farmington CT August 1998 - January 2004
Skills
Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Deposits, Mortgage Lending, Consumer Lending, Retail Banking, Customer Service, Sales Management, Sales, New Business Development, Credit, Small Business, Commercial Mortgages, Commercial Lending, Loan Origination, Banking, Portfolio Management, Credit Analysis, Branch Management, Finance, Underwriting, Construction Loans, FHA, Cash Management, Relationship Management, Residential Mortgages, Mortgage Banking, Refinance
Education
The George Washington University 1993 — 1997
BS, Human Services
Tutoring-Aid Society October 2014 - Present
RBC Dominion Securities August 2014 - Present
Portfolio Management Foundation January 2012 - March 2014
bcIMC May 2013 - August 2013
CIBC World Markets May 2012 - August 2012
TD Bank Group April 2011 - February 2012
AIESEC UBC 2010 - 2010
Canada Wide Media March 2009 - April 2009
Skills
Bloomberg, Capital IQ, Valuation, Finance, Equity Research, Teamwork, Capital Markets, Financial Analysis, Bonds, Portfolio Management, Customer Service, Time Management, Fixed Income, Event Management, Investments, Financial Modeling, Economics, Analysis, Customer Satisfaction, Investment Strategies, Marketing, Equities, Quantitative Analytics
Education
Sauder School of Business 2010 — 2014
Bachelor of Commerce, Finance
The University of British Columbia 2010 — 2014
Undergraduate, Finance, General
BMO Financial Group November 2014 - Present
TD Bank Group September 2013 - September 2014
Stork Craft Manufacturing Inc. September 2012 - December 2012
UBC Trading Group September 2011 - May 2012
Skills
Financial Analysis, Teamwork, Microsoft Excel, Time Management, Microsoft Office, Customer Service, Financial Modeling, Team Leadership, Event Planning, Microsoft Word, PowerPoint, Statistical Data..., Market Research, Analysis, Leadership, Data Analysis, Finance, Access
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Finance
Yonsei University 2011 — 2011
Business and Economics
TD Canada Trust May 2013 - Present
TD Canada Trust May 2012 - Present
TD Canada Trust September 2008 - September 2011
TD Bank Group January 2001 - August 2007
TD November 1996 - May 1998
Education
UBC 1988 — 1992
Bachelor's Degree
High School
Kia Canada - West Toronto Kia February 2015 - Present
Carsco March 2013 - December 2014
Future Values Estate & Financial Planning October 2011 - May 2013
Freedom 55 Financial December 2009 - August 2011
TD Bank Group April 2007 - October 2009
Skills
Critical Illness, Segregated Funds, Retirement Planning, Mutual Funds, Disability Insurance, Strategic Financial..., Wealth Management, Estate Planning, Wealth, Retirement, Wealth Accumulation, Retirement Savings, Investments, Investment Advisory, Financial Advisory, Life Insurance, Term Life Insurance, Portfolio Management, Insurance, Banking, Debt Management, Financial Planning
Education
The University of Lethbridge 2004 — 2009
Bachelor of Management, Finance
TD July 2014 - Present
CIBC Commercial Banking October 2013 - July 2014
TD Bank Group November 2011 - October 2013
TD Commercial Bank January 2006 - November 2011
ATB Financial January 2003 - January 2006
Skills
Credit Risk, Credit Analysis, Risk Management, Consumer Lending, Credit, Financial Risk, Commercial Lending, Banking, Coaching, Mortgage Lending, Commercial Banking, Performance Management, Loans, Portfolio Management, Retail Banking, Small Business Lending, Cash Management, Relationship Management, Residential Mortgages, Negotiation, Management, Financial Analysis, Underwriting, Financial Services, Leadership, Commercial Mortgages, Wealth Management, Branch Banking, Finance, Cross Selling, Asset Based Lending, Treasury Management, Investments, Financial Structuring, Lines Of Credit, Corporate Finance, Capital Markets, Private Banking, Branch Management, CRM, Strategic Financial...
Education
The University of Lethbridge 1999 — 2003
Finance, Management
University of LethbridgeLethbridge
Management/ Finance
TD September 2014 - Present
TD October 2013 - September 2014
TD Bank Group April 2012 - October 2013
TD Bank Group November 2010 - April 2012
Sugarloaf Mountain Corporation November 2008 - March 2010
Liberty Mutual January 2008 - September 2008
Liberty Mutual July 2006 - January 2008
Hannaford Brothers January 2001 - June 2006
Skills
Customer Service, Leadership, Recruiting, Management, Customer Satisfaction, Human Resources, Coaching, Training, Sales, Time Management, Insurance, Retail, Banking, Loans, Microsoft Office, Team Building, Microsoft Excel, Process Improvement, Payroll, Microsoft Word, Customer Retention, Social Media, Sales Management, Teamwork, Retail Banking, Merchandising, Organizational...
Education
Thomas College 2010 — 2011
Masters, Business Administration
University of Southern Maine 1999 — 2004
Bachelors, Business Administration
TD Bank Group January 2012 - Present
Adecco Group October 2007 - January 2012
Amalgamated Life Insurance April 2005 - October 2007
Time Warner Cable August 2001 - April 2005
Skills
Employee Relations, Performance Management, Onboarding, Employee Engagement, Talent Acquisition, Organizational..., Leadership Development, HRIS, Human Resources, Applicant Tracking..., Talent Management, Recruiting, Employee Benefits, Change Management, Benefits Administration, Management, Deferred Compensation, Succession Planning, New Hire Orientations, Workforce Planning, HR Policies, HR Consulting, Personnel Management, College Recruiting
Education
New School University 2000 — 2003
Masters of Science, Human Resources Management, 3.8
East Coast Fund Management January 2015 - Present
Ontario Securities Commission September 2009 - September 2014
TD Bank Group 1994 - 2008
Touche Ross 1991 - 1994
RAF 1984 - 1991
Skills
Capital Markets, Securities, Equities, Investments, Financial Markets, Trading
Education
The University of Manchester
PPG Industries April 2014 - Present
Benjamin Moore & Co. 2003 - February 2014
Canadian Western Bank 2000 - 2003
ATB Financial 1997 - 2000
TD Bank Group 1990 - 1996
Skills
Leadership, Negotiation, Risk Analysis, Presentation, Human Relations, Marketing, Business Development, Sales, Strategic Analysis, Organizational..., Communication, Multitasker, Team Oriented, Team Management, empathy, Integrity, Interviewing, Management Consulting, Budgeting, Financial Management, Managing Employees, Strategic Planning, Financial Planning, Patience, Driving Results, Driving Revenue, Conflict Resolution, Big Picture Thinking, Professional..., Computer Literate, Management, Pricing, CRM, Budgets, Strategic Financial..., Analysis, Interviews, Team-oriented, People Skills, Managerial Finance, Account Management, New Business Development, Retail, Business Planning, Sales Management
Education
The University of British Columbia / UBC 2009 — 2012
Marketing Management Certificate
The University of British Columbia / UBC 2005 — 2008
HR Certificate, Human Resources
The University of Lethbridge
BComm, Marketing
Canadian Institute of Financial Planning
Chartered Financial Planner (CFP), Financial Planning and Services
Canadian Securities Institute
PDO, Partners, Directors & Senior Officer
University of Calgary
Economics
TD October 2014 - Present
TD Bank Group February 2012 - October 2014
TD Bank October 2010 - February 2012
TD Waterhouse Investor Services June 2007 - October 2010
Deloitte September 2005 - June 2007
Global Home Loans June 2003 - September 2005
Deloitte 2002 - June 2003
Arthur Andersen August 1999 - 2002
Skills
Internal Audit, Development Of People, FCCA, Operational Risk..., Corporate Governance, Controls Assurance, Capital Management, Project Coordination, Wealth Management, Retail Banking, IT Audit, CISA, Due Diligence, Audit, Assurance, Internal Controls, Governance, Risk, Financial Risk, Banking, Risk Management, Auditing, Operational Risk, Strategy, Financial Services
Education
The University of Manchester 1995 — 1999
M.Eng, Aerospace Engineering
TD Bank Group 2010 - Present
TD Canada Trust January 2001 - Present
TD Canada Trust January 2005 - January 2010
TD Canada Trust 2006 - 2008
Skills
Business Efficiency, Mortgage Lending, Residential Mortgages, Investment Properties, Real Estate, Customer Experience, Credit, Coaching, Investments, Refinance, Sales, Financial Services, Loans, Mutual Funds, Retail Banking, Banking, Commercial Mortgages, Debt Consolidation, Real Estate Financing, Residential Homes, Portfolio Management, Finance, Home Equity Lines of..., Lines Of Credit, Management, Second Mortgages, Certified Mortgage..., Mortgage Underwriting, Construction Loans, Home Equity Loans, Commercial Lending, Home Equity, Rates, Referrals, Strategic Financial..., Mortgage Banking, Loan Origination, Commercial Real Estate, Commercial Banking, Credit Risk, Credit Analysis, Small Business Lending, Small Business, First Time Home Buyers, Mortgage Marketing, Relationship Management, Wealth Management, Equities, Consumer Lending, Investors
Education
Thompson Rivers University 1997 — 2002
BBA Finance, Bachelor of Business Administration
Lafarge January 2013 - Present
Lafarge June 2012 - January 2013
Lafarge May 2011 - June 2012
TD Bank Group 2010 - 2011
A&A Technical Services May 2010 - September 2010
Skills
Operations Management, Manufacturing, Process Improvement, Continuous Improvement, Process Engineering, Change Management, Project Planning, Microsoft Office, Process Optimization, Project Management, Team Leadership, LLDP, Engineering, Procurement, Purchasing, Process Simulation, Customer Service, Mining, Management, Construction, Microsoft Excel, Quality Assurance, Safety Leadership
Education
The University of British Columbia 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Mainroad Infrastructure Maintenance, Fraser Maintenance, & Pavement Marking May 2015 - Present
Mainroad Group May 2014 - Present
Red Cross SmartStart May 2013 - Present
BC Children's Hospital (Previously Red Cross Auxilliary) 2009 - Present
Airstream Heating and Air Conditioning Inc. December 2013 - May 2014
Canadian Red Cross November 2009 - October 2013
IFRC August 2011 - November 2011
Canadian Red Cross February 2010 - April 2010
Canadian Red Cross 2008 - 2009
TD Bank Group September 2006 - September 2008
Skills
Fundraising, Program Management, Volunteer Management, Nonprofits, Workshop Facilitation, Program Development, Program Evaluation, Public Speaking, Event Planning, Community Development, Humanitarian Assistance, Non-profits, Policy Analysis, Safety Management..., Environmental..., Occupational Health, Quality Auditing, Internal Audit, Training & Development, Training, Policy, Research
Education
BCIT
Occupational Health and Safety Certificate
The University of British Columbia
B.Sc. (Global Resource Systems), Resource Economics and Asia Pacific Studies
TD Bank Group March 2012 - Present
TD Bank Group September 2011 - March 2012
York University September 2010 - August 2011
Skills
Project Planning, Crisis Management, Research, Banking, Qualitative Research, Incident Management, Risk Assessment, Disaster Recovery, Technical Writing, Policy, Risk Management, Leadership, Business Continuity..., Emergency Management, Team Leadership, Team Building, Customer Service, Strategic Planning, System Administration, Security, Business Continuity, Program Management, Teamwork
Education
York University 2010 — 2012
MA, Disaster and Emergency Management
The University of Edinburgh 2005 — 2009
MA First Class, Political Science & International Relations
Insurance Corporation of British Columbia October 2014 - Present
TD Bank Group August 2010 - July 2014
Alpha Bartending Inc. July 2009 - January 2014
Surrey Foundation June 2010 - August 2010
Education
CPA Canada 2015 — 2017
Accounting
University of British Columbia 2013 — 2014
Diploma of Accounting, Sauder School of Business
The University of British Columbia 2006 — 2011
B.Sc., Life Science
Clinton Health Access Initiative May 2015 - Present
Accenture September 2013 - Present
Accenture January 2011 - September 2013
Terasen Gas 2009 - 2010
TD Bank Group 2005 - 2010
Skills
Business Analysis, Business Process..., Business Strategy, Team Leadership, Project Management, Change Management, Data Analysis, Strategic Planning, Financial Analysis
Education
The University of British Columbia 2006 — 2010
Bachelor of Commerce (B.Com.) with Honours, Marketing and Social Psychology
Carson Graham Secondary
Fifth Third Bank January 2011 - September 2012
Fifth Third Processing Solutions 2007 - 2010
Various Non Profit organizations January 2002 - June 2009
TD Bank Group January 2004 - August 2004
Skills
Coaching, Team Building, Organizational..., Instructional Design, Leadership Development
Education
The Ohio State University 1998 — 2002
TD April 2014 - Present
TD Bank Group November 2008 - Present
TDBanknorth November 2004 - November 2008
MBNA America 1994 - 1996
Skills
SDLC, Disaster Recovery, SQL, Microsoft SQL Server, Requirements Analysis, Databases, SharePoint, Database Administration, Software Project..., Requirements Gathering, Customer Service, Virtualization, Coaching Staff, Visio, Building Relationships, Data Warehousing, Technical Documentation, Performance Tuning, Mentoring, IIS, Software Documentation, Business Analysis, Security
Education
Thomas College 1990 — 1994
Bachelor of Science (BS), Management Information Systems
TD October 2014 - Present
TD Bank Group May 2012 - October 2014
TD Bank September 2010 - May 2012
TD Bank October 2007 - September 2010
TD Bank June 2006 - September 2007
TD Bank 2000 - 2007
Skills
Relationship Management, People Development, Public Speaking, Networking, Banking, Retail Banking, Credit, Investments, Commercial Banking, Mortgage Lending, Mutual Funds, Wealth Management, Loans, Small Business Lending, Portfolio Management, Residential Mortgages, Credit Analysis, Strategic Financial..., Retirement Planning, Commercial Lending, Financial Services, CRM, Strategy, Leadership, Lines Of Credit, Small Business, Sales, Financial Advisory, Business Development, Finance
Education
The University of British Columbia 1996 — 2000
BA
Canadian Securities Institute 2009 — 2010
BCO
Canadian Securities Institute 2002 — 2003
CSC
Institute of Canadian Bankers
IFIC
JPMorgan Chase June 2013 - Present
PHH Corporation May 2011 - June 2013
TD Bank Group March 2011 - May 2011
PHH Mortgage March 2000 - November 2010
Qwest Communications 1990 - 2000
Skills
SDLC, Software Development, Requirements Gathering, Project Management, Databases, Management, Team Leadership, Project Planning, Architecture, Data Modeling, Database Design, Team Building, Java Enterprise Edition, Requirements Analysis, CRM, Enterprise Software, Sybase, Vendor Management, Business Requirements, Business Analysis, Agile Methodologies, Program Management, Oracle, Weblogic, Outsourcing, Leadership, IT Strategy, Enterprise Architecture, PMO
Education
The Ohio State University 1986 — 1992
Bachelor of Science (B.S.), Computer and Information Sciences
TD Bank Group February 2006 - Present
TD Banknorth May 2002 - January 2006
Skills
Auditing, Internal Audit, Process Improvement, Banking, Risk Management, Internal Controls
Education
Thomas College 1995 — 1999
Maine Central Institute 1991 — 1995
Diploma
American Pacific Mortgage July 2012 - Present
TD Bank Group November 2011 - July 2012
Homeowners Mortgage January 2010 - November 2011
Wells Fargo Home Mortgage March 2008 - January 2010
Indymac Bank May 2003 - October 2007
Advantage Medical Billing September 2000 - May 2003
The Money Store January 1996 - September 2000
Skills
Customer Service, Accounting, Mortgage Banking, Mortgage Lending, Negotiation, Portfolio Management, Banking, Credit, FHA, Refinance, Residential Mortgages, Credit Analysis, Loans, Mortgage Underwriting, Government Loans, Underwriting, FHA Financing
Education
The University of North Dakota 1990 — 1995
BBA, Financial Management
IBM Canada Ltd. December 2013 - Present
TD Bank Group April 2013 - October 2013
Bank of Montreal February 2012 - February 2013
TD Bank Group April 2011 - October 2011
Rogers Communications 2010 - 2010
Loblaw Companies Limited 2008 - 2009
Great-West Life 2008 - 2008
Canadian Tire 2007 - 2008
TD Bank 2007 - 2007
Bell 2007 - 2007
Skills
PMP, SDLC, PMO, Project Management, Finance, Software Development, Infrastructure, System Conversion, Program Management, Telecommunications, Agile Project Management, Distributed Team..., Vendor Management, VoIP, eBanking, IT Strategy, Agile Methodologies, Testing, CRM
Education
The Chinese University of Hong Kong 1986 — 1991
MBA, MBA
The University of Hong Kong 1979 — 1983
BSc, Industrial Engineering
WYK
Canadian Western Bank 2011 - 2012
Business Development Bank of Canada 2008 - 2010
Scotiabank May 2005 - August 2008
Salmon Arm Savings and Credit Union 2004 - 2004
TD Bank Group 2000 - 2004
BMO Financial Group 1999 - 2000
Scotiabank 1997 - 1999
Legislative Assembly of Alberta 1993 - 1997
Clegg Campus Marketing 1989 - 1995
Skills
Banking, Credit, Commercial Banking, Strategic Planning, Real Estate Financing, Real Estate Economics, Real Estate Development, Commercial Real Estate...
Education
The University of British Columbia 2011 — 2016
Diploma in Urban Land Economics, Sauder School of Business - Real Estate Division
Bishop Carroll
Nkwala/McNichol Park
Twin Rivers Elementary
UQTR
University of Alberta
University of Calgary
BMO Financial Group July 2014 - February 2015
RBC April 2013 - June 2014
Laurentian Bank August 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of Montreal January 2010 - September 2011
RBC April 2007 - October 2009
Bank of Montreal October 2005 - March 2007
Nedbank July 2002 - August 2005
Nedbank February 2001 - June 2002
South African Airways January 1997 - February 1999
Skills
Project Delivery, Software Project..., PMP, Business Requirements, Integration, Vendor Management, CRM, Project Portfolio..., Risk Management, SDLC, User Acceptance Testing, Requirements Gathering, Change Management, Banking, Project Management, CMMI, Business Analysis, Analysis, Management, PMO, Cross-functional Team..., Project Planning, Financial Services, Strategy
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional (PMP)
The University of Chicago Booth School of Business 2000 — 2000
MBA, Strategy, Finance, Technology
University of the Witwatersrand - Graduate School of Business 1999 — 2000
MBA, Business/Commerce, General
University of Johannesburg 1994 — 1996
B. Com, Business Economics
University of South Africa/Universiteit van Suid-Afrika 1992 — 1993
B. Com. (Hons), Business Economics
University of Johannesburg 1988 — 1991
M. Com. Marketing; cum laude, Marketing
TD December 2013 - Present
TD Bank Group October 2008 - December 2013
IBM 2004 - 2008
Skills
Banking, Business Analysis, SDLC, Vendor Management, Risk Management, Requirements Gathering, Process Improvement, PMO, Requirements Analysis, IT Management, IT Strategy, Disaster Recovery, Management
Education
The Citadel 1997 — 2001
BS, Business Administration
St. Joseph's Hospice London January 2015 - Present
Strathroy Middlesex General Hospital April 2014 - Present
Alberta Health Services April 2013 - September 2013
Alberta Health Services February 2013 - September 2013
Providence Health Care April 2012 - December 2012
College of Registered Nurses of BC June 2011 - March 2012
TD Bank Group February 2008 - August 2009
Skills
Report Writing, Healthcare, Research, Policy, Leadership, Customer Service, Public Health, Data Analysis, Quality Assurance, Hospitals
Education
The University of British Columbia 2009 — 2011
BSN, Nursing
The University of Western Ontario 2002 — 2007
BHSc, Health Sciences & Psychology
Envision Financial November 2013 - Present
LEAGUE Investment Services (LISI) June 2008 - October 2013
TD Waterhouse - Private Client Services 2000 - 2008
TD Bank Group November 1993 - December 1999
TD Canada Trust 1986 - 1993
Skills
Investments, Asset Managment, Portfolio Management, Strategic Planning, Financial Analysis, Alternative Investments, Brokerage, Financial Modeling, Business Strategy, Mergers, Disposition, Valuation, Business Development, Asset Management, Mergers & Acquisitions, Real Estate, Executive Management, Options, Strategic Financial..., Risk Management, Corporate Finance, Due Diligence, Negotiation, Entrepreneurship, Finance, Banking, Loans, Credit, Strategy, Budgets, Relationship Management, Mutual Funds, Consumer Lending, Retail Banking, Business Planning, Wealth Management, Credit Risk, Securities, Mortgage Lending, Financial Services, Investment Advisory, Leadership, Investment Strategies, Residential Mortgages, Insurance, Financial Advisory, Wealth, Credit Analysis, Commercial Mortgages, Wealth Management...
Education
The University of British Columbia 1986 — 1990
Bachelor of Commerce, Finance
Eric Hamber Secondary School 1981 — 1985
High School Diploma
Adirondack Regional Chamber of Commerce February 2015 - Present
Tri-County United Way September 2013 - February 2015
American Red Cross February 2013 - September 2013
TD Bank Group January 2012 - January 2013
Citizens Bank April 2003 - December 2011
Prospect Child and Family Center June 1998 - April 2003
Federal Reserve Bank of Boston September 1992 - April 1996
KeyBank June 1984 - September 1992
Skills
Leadership, Loans, Small Business Lending, Management, Banking, Marketing, Strategy, Credit, Fundraising, Nonprofits, Strategic Planning, Sales, Community Development, Public Relations, Business Development, Coaching, Event Management, Retail Banking, Community Outreach, Customer Service, Mortgage Lending, Recruiting, Program Management, Team Building, Networking, Consumer Lending, Portfolio Management, Sponsorship, Relationship Marketing, Program and Event..., Event Planning, Volunteer Management, Social Media, Public Speaking, Social Networking, Social Media Marketing
Education
The College of Saint Rose 1980 — 1984
BS in Business Admin, marketing, accounting and computer science
The College of Saint Rose
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The Salvation Army October 2014 - January 2015
Caregiver August 2013 - September 2014
TD Bank February 2013 - July 2013
TD Bank Group April 2012 - October 2012
Wells Fargo July 2010 - August 2011
LendingTree 2002 - 2007
LendingTree 2002 - 2007
LendingTree 2002 - 2007
Truliant Federal Credit Union 1993 - 2001
Skills
Call Center, Loans, Customer Relations, Coaching, Mortgage, Public Speaking, Account Management, Insurance, Credit, Banking, Mortgage Lending, Customer Service, Program Management, Process Improvement, Cross-functional Team..., Team Leadership, Change Management, Strategic Planning, Call Centers, Risk Management, Business Process..., Leadership, Management, Performance Management
Education
The University of Akron 1982 — 1986
Business Adm, Business/Banking
TD Bank Group December 2010 - Present
BMO Financial Group May 2009 - November 2010
Bank of Montreal May 2006 - May 2009
Education
The University of Lethbridge 1997 — 2002
Business, Finance
Fifth Street Asset Management September 2013 - Present
The PrinceRidge Group June 2012 - September 2013
TD Bank Group August 2011 - June 2012
TD Securities June 2010 - August 2010
RBC January 2010 - March 2010
Vineyard Vines August 2008 - November 2009
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Valuation, Capital Markets, Series 7, Microsoft Excel, Fixed Income, Investment Banking, Portfolio Management, PowerPoint, Series 63, Financial Statement..., Investments, Bonds, Equities, Capital IQ, Credit, Equity Research, Finance, Mergers & Acquisitions, DCF
Education
The George Washington University 2007 — 2011
BBA, Finance, 3.6
IMG
Sutton Group-West Coast Realty January 2015 - Present
Magsen Realty Inc. February 2009 - December 2014
TD Bank Group October 2010 - June 2013
Rogers Communications June 2002 - February 2008
Canada 3000 Airlines April 1997 - October 2001
Skills
Business Planning, Business Management, Real Estate Investment, First Time Home Buyers, Management, Investment Properties, Small Business, Selling, Loans, Customer Service, Forecasting, Customer Satisfaction, Real Estate, Sales, Investors, Strategic Planning, New Business Development, Marketing Strategy, Sales Management, Marketing, Referrals, Negotiation, Customer Retention, Contract Negotiation, Portfolio Management, Training, Finance, Sellers, Residential Homes, Real Estate Transactions, Condos, New Home Sales, Relocation, Single Family Homes
Education
Vancouver Community College 1994 — 1996
Certificate, Architectural Drafting
UBC
Sauder School of Business, Real Estate
TD Bank Group November 2008 - Present
United Nations Development Programme (UNDP) August 2004 - August 2005
Sida 1999 - 2001
Skills
Customer Service, Microsoft Excel, Policy, Research, Microsoft Office, Administration, Analysis, PowerPoint, Time Management, Fundraising, Nonprofits, Teamwork, System Administration, Access, Budgets, Workshop Facilitation, Public Speaking, Data Analysis, Team Leadership, Banking, Coaching, Social Media, Event Planning, Training, Event Management, Vendor Management, Program Management, Project Planning
Education
University of Toronto - Ontario Institute for Studies in Education 2015 — 2018
Master of Education (MEd), Adult Educaton & Community Development in Collaboration w/ the Comparative, Int'l & Dev Education
University of Toronto 2015 — 2015
Certificate, Foundation of Project Management
University of Toronto 2008 — 2014
Honours Bachelor of Arts, Women & Gender Studies and Equity Studies
The Open University 1999 — 2001
Development Management, Development Management
TD Bank Group 2011 - Present
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit, Banking
Education
University of Alberta 2006 — 2010
Bachelor of Commerce, Finance
The University of Lethbridge
TD October 2012 - Present
TD Bank Group January 2011 - October 2012
Skills
Banking, Credit, Mortgage Lending, Customer Service, Retail Banking
Education
The University of British Columbia 2006 — 2010
Wells Fargo September 2013 - Present
TD Bank Group August 2008 - May 2012
Ric's Grill January 2009 - November 2010
Skills
Banking, Customer Service, Credit, Retail Banking, Loans, Consumer Lending
Education
The University of British Columbia / UBC 2004 — 2009
Bachelor of Business Administration (B.B.A.), Human Resources Major
TD Bank Group May 2012 - Present
Planet Energy October 2010 - May 2012
Watertrace January 2008 - March 2010
University of Cambridge ESOL Examinations September 2007 - January 2008
Centric Telecom Ltd August 2006 - December 2006
Pennycroft Estates September 2003 - August 2006
Skills
Business Analysis, Project Management, Data Warehousing, Microsoft SQL Server, Integration, Visio, .NET, Systems Analysis, MS Project, Project Planning, IT Strategy, SDLC, Agile Methodologies, Oracle, Testing, Databases
Education
PMI
PMP - Project Management Professional, Project Management
OGC
PRINCE2 Project Management Practitioner, Project Management
The University of Manchester 2003 — 2007
B.Sc. (Hons), Computation (Computing and Business)
Long Road VI Form College 2000 — 2002
Computing, Psychology, Business Studies, Sociology
Metal Building Group 2006 - Present
TD Bank Group 2001 - 2006
Skills
Budgets, Construction, Construction Management, Contract Management, Project Planning, Project Estimation, Process Scheduler, Contractors, Cost Management, Cost Control, Contract Negotiation, Subcontracting, Pre-construction, Value Engineering, Change Orders
Education
The University of British Columbia 1997 — 2001
BCom, Commerce - Finance, Marketing
TD January 2015 - Present
TD November 2013 - Present
TD Bank Group June 2011 - October 2013
The Travel Corporation Canada February 2007 - May 2011
Skills
Unix, CCNA, Storage, AIX, RedHat, VIO, System Administration, VMware, Disaster Recovery, Data Center, Management, IBM AIX, Infrastructure, Red Hat Linux
Education
The University of Winnipeg 1998 — 2002
Bsc., Applied Computer Science
City of Vancouver April 2013 - Present
Deloitte September 2009 - April 2013
TD Bank Group 2007 - 2009
Skills
Auditing, Financial Reporting, IFRS, Accounting, Analytical Skills, ASPE, Sarbanes-Oxley Act, Time Management, Internal Controls, Lean Thinking, Internal Audit, External Audit
Education
The University of British Columbia 2005 — 2009
Bachelor of Commerce, Accounting
TD Bank Group February 2008 - Present
Skills
Wealth Management, Banking, Fixed Income, Equities, Portfolio Management, Investment Advisory, Strategy, Securities, Investment Strategies, Loans, Credit, Asset Allocation, Mutual Funds, Credit Risk, Retirement Planning, Investments
Education
University of Toronto 1994 — 1995
Master of Arts (M.A.)
The University of Texas at Austin 1988 — 1991
Master of Arts (M.A.)
Haverford College, Philadelphia, USA 1983 — 1987
Bachelor of Arts (B.A.)
Canadian Partnership Against Cancer August 2011 - April 2015
BMO Financial Group April 2011 - July 2011
TD Bank Group January 2008 - April 2011
Inventec November 1994 - April 2007
Skills
SDLC, Software Development, Java, Java Enterprise Edition, Web Applications
Education
Tianjin University 1990 — 1994
Bachelor, Applied Physics
TD Bank Group August 2014 - Present
TD Bank Group 2004 - Present
Advantex Marketing International Inc. 2003 - 2004
LLT Advertising (Canada) Inc. 1998 - 2002
Living Realty Inc. 1997 - 1998
Hillman Mattress Manufactory Ltd., Hong Kong 1985 - 1992
Education
The Chinese University of Hong Kong
Bachelor of Social Science, Political Science and Government, Second Honours Upper
TD Bank Group September 2011 - Present
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
TD Bank Group March 2010 - September 2011
Skills
Banking, Credit, Performance Management, Coaching, Retail Banking
Education
The University of British Columbia / UBC
Bachelor of Arts (BA), Asian Studies/Civilization
The Bacchus Group Inc. October 2013 - Present
Inslink Financial Group July 2011 - June 2015
BC Liquor Distribution Branch August 2012 - October 2013
Nikkoffee Cafe June 2012 - June 2013
BC Liquor Distribution Branch June 2011 - August 2012
TD Bank Group January 2010 - January 2011
Skills
Strategic Financial..., Microsoft Word, Customer Service, Microsoft Excel, Investments, Microsoft Office, Insurance, Financial Analysis, Financial Reporting, Financial Accounting
Education
The University of British Columbia 2010 — 2011
Diploma, Accounting
The University of British Columbia 2005 — 2009
BCOMM, Finance
Charles E. London Secondary 2000 — 2005
cma bc
cma bc
RBC December 2012 - Present
Steinbach Credit Union 2001 - 2012
TD Bank Group March 2000 - May 2001
Skills
Credit, Portfolio Management, Building Relationships, Banking, Financial Analysis, Agribusiness, Agriculture, Credit Risk, Credit Analysis, Mortgage Lending, Loans, Retail Banking, Commercial Banking, Financial Services
Education
University of Manitoba 1996 — 1999
B.Sc, Agribusiness
The University of Winnipeg 1994 — 1996
Environmental Science
TD November 2013 - Present
TD May 2013 - October 2013
TD February 2013 - April 2013
TD Bank Group January 2010 - January 2013
TD Bank Group January 2010 - January 2013
Alpha Technologies September 2009 - December 2009
TD Bank Group January 2009 - August 2009
Skills
Testing, Test Planning, Troubleshooting, Test Cases, Test Automation, Multitasking Skills, ITIL, Quality Center, Project Management, QTP, TCP/IP, Requirements Analysis, SDLC, Visio, SQL, C++, CA7, MKS Integrity, WebSphere Application..., IMS and DB2, HP QTP, Unix, HP Quality Center
Education
The University of British Columbia
Bachelors of Applied Science, Electrical Engineering
North Delta Senior Secondary
TD Bank Group November 1999 - Present
Cytogen Corporation January 1994 - January 1995
Cream Ridge Environmental June 1987 - August 1994
Skills
Notary Public, Lotus Notes, Mortgage Lending, Loans, Outlook, Credit, Commercial Mortgages, Commercial Lending, Banking, Portfolio Management, Small Business, Retail Banking, Small Business Lending, Credit Risk, Mortgage Banking, Consumer Lending
Education
The College of New Jersey 1983 — 1988
BA, Psychology
Holy Angels Grammar School
Raymond James Ltd. January 2014 - Present
Wolrige Mahon LLP September 2009 - January 2014
TD Bank Group January 2007 - August 2009
Skills
Assurance, Financial Reporting, Tax, Accounting, Audit, Internal Controls, Tax Preparation, Corporate Tax, Auditing, Income Tax, GAAP
Education
The University of British Columbia / UBC 2005 — 2009
BCom, Accounting
TD Bank Group September 2001 - Present
Alerus Financial March 1996 - July 2001
Education
The University of North Dakota