TD Securities
Industry: Capital market company
DescriptionTD Securities is a Canadian corporate and investment bank offering a wide range of integrated capital markets products and services to corporate, government, and institutional clients worldwide. Headquarters: Toronto, Canada Number of employees: 4,000 Revenue: 3.46 billion CAD (2018) Parent organization: Toronto–Dominion Bank Founded: 1987 Subsidiaries: TD Prime Services LLC,
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1,261 TD Securities employees in database. Find out everything there's to know about TD Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
TD Securities Employees
Employee
Years
Job
Industry
Andrew Coburn Andrew Coburn's TD Securities Experience May 2004 - September 2012
Job Senior Capital Markets Technology Professional
Industry Capital Markets
Experience
CIBC September 2012 - February 2015
TD Securities May 2004 - September 2012
WestLB 1996 - 2004
JP Morgan July 1989 - June 1996
Skills
Market Risk, Derivatives, Trading Systems, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, SDLC, Equities, Summit, Business Analysis, Financial Risk, Quantitative Finance, Middle Office, Quantitative Analytics, Market Data, Software Development, Investment Banking, C++, Calypso, Solution Architecture, Enterprise Architecture, Application Architecture, SQL, FpML, Interest Rate..., Application Lifecycle..., Messaging, Credit Risk, Trading, Management
Education
University of Oxford 2000 — 2003
MSc., Mathematical Finance
University of Bath 1984 — 1988
BSc. M.Eng, Electrical and Electronic Engineering, First Class Honours
CIBC September 2012 - February 2015
TD Securities May 2004 - September 2012
WestLB 1996 - 2004
JP Morgan July 1989 - June 1996
Skills
Market Risk, Derivatives, Trading Systems, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, SDLC, Equities, Summit, Business Analysis, Financial Risk, Quantitative Finance, Middle Office, Quantitative Analytics, Market Data, Software Development, Investment Banking, C++, Calypso, Solution Architecture, Enterprise Architecture, Application Architecture, SQL, FpML, Interest Rate..., Application Lifecycle..., Messaging, Credit Risk, Trading, Management
Education
University of Oxford 2000 — 2003
MSc., Mathematical Finance
University of Bath 1984 — 1988
BSc. M.Eng, Electrical and Electronic Engineering, First Class Honours
Danny Yick, P.Eng.,CFA Danny Yick, P.Eng.,CFA's TD Securities Experience April 2011 - May 2013
Job Business Development Engineer & Coordinator at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips November 2013 - Present
Habitat for Humanity 2007 - Present
Vermilion Energy May 2013 - November 2013
TD Securities April 2011 - May 2013
JOI Media Inc. January 2009 - September 2012
Nexen Inc. May 2010 - April 2011
Nexen Inc. December 2009 - June 2010
Nexen Inc. July 2007 - December 2009
Devon Energy 2005 - 2006
Petro Canada 2004 - 2004
Skills
Financial Analysis, Equity Valuation, Drilling Engineering, Reservoir Engineering, Completions Engineering, Equity Research, Business Development, DCF Valuation, Reserves, Decline Curve Analysis, Shale Gas, Completions, Capital Markets, Completion, Drilling, Energy, Energy Industry, Engineering, Financial Modeling, Gas, Natural Gas, Oil, Oil/Gas, Petroleum, Upstream, Valuation
Education
University of Calgary 2002 — 2007
BSc., Chemical Engineering, Minor in Petroleum Engineering With Distinction
CFA Institute
Finance
APEGGA
P.Eng, Engineering
ConocoPhillips November 2013 - Present
Habitat for Humanity 2007 - Present
Vermilion Energy May 2013 - November 2013
TD Securities April 2011 - May 2013
JOI Media Inc. January 2009 - September 2012
Nexen Inc. May 2010 - April 2011
Nexen Inc. December 2009 - June 2010
Nexen Inc. July 2007 - December 2009
Devon Energy 2005 - 2006
Petro Canada 2004 - 2004
Skills
Financial Analysis, Equity Valuation, Drilling Engineering, Reservoir Engineering, Completions Engineering, Equity Research, Business Development, DCF Valuation, Reserves, Decline Curve Analysis, Shale Gas, Completions, Capital Markets, Completion, Drilling, Energy, Energy Industry, Engineering, Financial Modeling, Gas, Natural Gas, Oil, Oil/Gas, Petroleum, Upstream, Valuation
Education
University of Calgary 2002 — 2007
BSc., Chemical Engineering, Minor in Petroleum Engineering With Distinction
CFA Institute
Finance
APEGGA
P.Eng, Engineering
Rachel Gerber's TD Securities Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
RKN Designs July 2011 - May 2014
BlackRock May 2013 - August 2013
TD Securities June 2012 - August 2012
MRY January 2012 - June 2012
MSG Risk Management Consulting June 2011 - July 2011
Skills
Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Public Speaking, Financial Analysis, Analysis, Research, Social Networking, Business Strategy, Marketing Strategy, Fundraising, Strategic Communications, Competitive Analysis, Organizational..., Finance, Situational Leadership, Marketing Communications, Community Engagement, Time Management, Project Management, Risk Assessment, Tutoring, Small Business, Networking, Events Coordination, PowerPoint, Microsoft Word, Management, Data Analysis, Event Planning, Facebook, Financial Modeling, Marketing, Social Media Marketing, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphases in Finance and Accounting
Tenafly High School 2006 — 2010
BlackRock August 2014 - Present
RKN Designs July 2011 - May 2014
BlackRock May 2013 - August 2013
TD Securities June 2012 - August 2012
MRY January 2012 - June 2012
MSG Risk Management Consulting June 2011 - July 2011
Skills
Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Customer Service, Public Speaking, Financial Analysis, Analysis, Research, Social Networking, Business Strategy, Marketing Strategy, Fundraising, Strategic Communications, Competitive Analysis, Organizational..., Finance, Situational Leadership, Marketing Communications, Community Engagement, Time Management, Project Management, Risk Assessment, Tutoring, Small Business, Networking, Events Coordination, PowerPoint, Microsoft Word, Management, Data Analysis, Event Planning, Facebook, Financial Modeling, Marketing, Social Media Marketing, Sales
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphases in Finance and Accounting
Tenafly High School 2006 — 2010
Kenneth Lustig Kenneth Lustig's TD Securities Experience 1998 - 1999
Job Business Development, IP, Technology Exec
Industry Computer Software
Experience
Intellectual Ventures May 2011 - August 2014
Microsoft 2003 - 2011
ContentGuard 2002 - 2011
Lex Machina 2009 - 2010
GloboCabo April 2001 - April 2003
Microsoft 2000 - 2003
bNexus, Inc. 2000 - 2002
Ericsson Microsoft Mobile Venture 2000 - 2001
Microsoft 1999 - 2000
TD Securities 1998 - 1999
Skills
Mergers & Acquisitions, Strategy, Corporate Development, Strategic Partnerships, Start-ups, Venture Capital, Private Equity, Business Development, Business Strategy, Licensing, Intellectual Property, Joint Ventures, Mergers, Acquisitions, Leadership, Due Diligence, Entrepreneurship, Business Alliances, Executive Management, Patents, International Business..., Competitive Analysis, Product Management, Management, Divestitures, Operations Management, Talent Management, Investments, Strategic Planning, Go-to-market Strategy, Team Management, M&A experience, Portfolio Management, Cloud Computing, Cross-functional Team..., SaaS, Enterprise Software, Global Business..., Valuation, Capital Raising, Telecommunications, P&L Management
Education
New York University - Leonard N. Stern School of Business
MBA
UCLA
Bachelor of Arts (B.A.)
Intellectual Ventures May 2011 - August 2014
Microsoft 2003 - 2011
ContentGuard 2002 - 2011
Lex Machina 2009 - 2010
GloboCabo April 2001 - April 2003
Microsoft 2000 - 2003
bNexus, Inc. 2000 - 2002
Ericsson Microsoft Mobile Venture 2000 - 2001
Microsoft 1999 - 2000
TD Securities 1998 - 1999
Skills
Mergers & Acquisitions, Strategy, Corporate Development, Strategic Partnerships, Start-ups, Venture Capital, Private Equity, Business Development, Business Strategy, Licensing, Intellectual Property, Joint Ventures, Mergers, Acquisitions, Leadership, Due Diligence, Entrepreneurship, Business Alliances, Executive Management, Patents, International Business..., Competitive Analysis, Product Management, Management, Divestitures, Operations Management, Talent Management, Investments, Strategic Planning, Go-to-market Strategy, Team Management, M&A experience, Portfolio Management, Cloud Computing, Cross-functional Team..., SaaS, Enterprise Software, Global Business..., Valuation, Capital Raising, Telecommunications, P&L Management
Education
New York University - Leonard N. Stern School of Business
MBA
UCLA
Bachelor of Arts (B.A.)
Tracey Lundell Tracey Lundell's TD Securities Experience January 2007 - March 2010
Job Investment Advisor, Sea Glass Wealth Advisory Group
Industry Investment Management
Experience
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2012 - January 2014
TD Canada Trust February 2010 - July 2012
TD Securities January 2007 - March 2010
TD Canada Trust March 2005 - January 2007
TD Insurance July 2002 - March 2005
TD Canada Trust December 2000 - July 2002
Canada Trust April 1998 - December 2000
BMO Financial Group September 1996 - April 1998
London Life and Balanced Planning August 1995 - September 1996
Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing
Education
Canadian Securities Institute 1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)
Chartered Investment Manager 2013 — 2015
CIM Candidate
The University of British Columbia 1990 — 1994
BA
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2012 - January 2014
TD Canada Trust February 2010 - July 2012
TD Securities January 2007 - March 2010
TD Canada Trust March 2005 - January 2007
TD Insurance July 2002 - March 2005
TD Canada Trust December 2000 - July 2002
Canada Trust April 1998 - December 2000
BMO Financial Group September 1996 - April 1998
London Life and Balanced Planning August 1995 - September 1996
Skills
Banking, Retail Banking, Financial Services, Commercial Banking, Financial Advisory, Training, Loans, Coaching, Investments, Portfolio Management, Finance, Business Development, Financial Risk, Small Business Lending, Credit, Management, Commercial Mortgages, Retirement Planning, Strategic Financial..., Wealth Management, Mortgage Lending, Relationship Management, Small Business, Team Leadership, Residential Mortgages, Mutual Funds, Insurance, Real Estate Financing, Commercial Lending, Consumer Lending, Credit Analysis, Sales, Foreign Exchange..., Fixed Income, Leadership, Investment Strategies, Retail Banking -..., Community Outreach, People Development, Mentoring, FX Options, Strategic Thinking, Securities, Wealth, Estate Planning, Strategy, Investment Advisory, Wealth Preservation..., Wealth Accumulation..., Downsizing
Education
Canadian Securities Institute 1990 — 2014
IFIC, CSC, PFP, CPH, BMC, WME, CIM (2014)
Chartered Investment Manager 2013 — 2015
CIM Candidate
The University of British Columbia 1990 — 1994
BA
Sandeep Kandola's TD Securities Experience December 2014 - Present
Job Director, Investment Banking at TD Securities
Industry Investment Banking
Experience
TD Securities December 2014 - Present
TD Securities 2010 - 2014
TD Securities 2007 - 2010
TD Securities 2006 - 2007
BMO Capital Markets 2004 - 2006
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA) Designation
The University of British Columbia 2001 — 2004
Bachelor of Commerce (Honours), Finance
TD Securities December 2014 - Present
TD Securities 2010 - 2014
TD Securities 2007 - 2010
TD Securities 2006 - 2007
BMO Capital Markets 2004 - 2006
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA) Designation
The University of British Columbia 2001 — 2004
Bachelor of Commerce (Honours), Finance
Raunaq Matharu's TD Securities Experience May 2011 - August 2011
Job Treasury Advisor at Enbridge
Industry Oil & Energy
Experience
Enbridge July 2014 - Present
TransCanada May 2012 - July 2014
TD Securities May 2011 - August 2011
Deutsche Bank February 2009 - December 2009
JP Morgan Chase September 2007 - January 2009
McCann Erickson (India) Pvt. Ltd April 2005 - May 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, Planning Budgeting &...
Education
CPA Canada 2014 — 2016
Chartered Professional Accountant
The University of Calgary 2010 — 2012
Master of Business Administration, Finance
M.M.K College of Commerce & Economics 2007 — 2009
Master of Commerce, Accounting
H.R. College of Commerce & Economics 2004 — 2007
Bachelor of Commerce, Financial Accounting & Auditing
Enbridge July 2014 - Present
TransCanada May 2012 - July 2014
TD Securities May 2011 - August 2011
Deutsche Bank February 2009 - December 2009
JP Morgan Chase September 2007 - January 2009
McCann Erickson (India) Pvt. Ltd April 2005 - May 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, Planning Budgeting &...
Education
CPA Canada 2014 — 2016
Chartered Professional Accountant
The University of Calgary 2010 — 2012
Master of Business Administration, Finance
M.M.K College of Commerce & Economics 2007 — 2009
Master of Commerce, Accounting
H.R. College of Commerce & Economics 2004 — 2007
Bachelor of Commerce, Financial Accounting & Auditing
Elisa Chiu Elisa Chiu's TD Securities Experience April 2006 - September 2006
Job Asset Management Professional | Alternative and Impact Investing
Industry Investment Management
Experience
CQS April 2008 - July 2013
JPMorgan Chase March 2007 - March 2008
TD Securities April 2006 - September 2006
Skills
Equities, Equity Derivatives, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Hedge Funds, Credit Analysis, Proprietary Trading, Alternative Investments, Trading, Structured Products, Financial Markets, Bonds, Fixed Income, Travel Photography, Visual Arts, Digital Photography, Interactive Art
Education
University of Toronto 2005 — 2007
MFE, Financial Economics, GPA: 3.9/4; Master of Financial Economics Graduate Award
The University of British Columbia 2001 — 2005
Bachelor of Arts, Honours Economics / Minor Commerce, First Class Honours / Dean's List
CQS April 2008 - July 2013
JPMorgan Chase March 2007 - March 2008
TD Securities April 2006 - September 2006
Skills
Equities, Equity Derivatives, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Hedge Funds, Credit Analysis, Proprietary Trading, Alternative Investments, Trading, Structured Products, Financial Markets, Bonds, Fixed Income, Travel Photography, Visual Arts, Digital Photography, Interactive Art
Education
University of Toronto 2005 — 2007
MFE, Financial Economics, GPA: 3.9/4; Master of Financial Economics Graduate Award
The University of British Columbia 2001 — 2005
Bachelor of Arts, Honours Economics / Minor Commerce, First Class Honours / Dean's List
Jeff Sundram Jeff Sundram's TD Securities Experience July 2014 - Present
Job Vice President at TD Securities
Industry Investment Banking
Experience
TD Securities July 2014 - Present
Deutsche Bank Securities Inc. September 2011 - July 2014
United States District Court for the Eastern District of Louisiana August 2010 - May 2011
Tulane University August 2010 - May 2011
Quality Matters LLC July 2009 - December 2010
New Orleans Hornets August 2009 - August 2009
The Kullman Firm May 2009 - June 2009
Arnold & Porter September 2006 - August 2008
Skills
Legal Research, Legal Writing, Broker-Dealer Compliance, Sports Law, Securities Regulation, FINRA, Securities
Education
Tulane University Law School 2008 — 2011
Doctor of Law (JD), Certificate in Sports Law, summa cum laude
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), General Business, Dean's List
University of Maryland College Park 2002 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism, Dean's List
TD Securities July 2014 - Present
Deutsche Bank Securities Inc. September 2011 - July 2014
United States District Court for the Eastern District of Louisiana August 2010 - May 2011
Tulane University August 2010 - May 2011
Quality Matters LLC July 2009 - December 2010
New Orleans Hornets August 2009 - August 2009
The Kullman Firm May 2009 - June 2009
Arnold & Porter September 2006 - August 2008
Skills
Legal Research, Legal Writing, Broker-Dealer Compliance, Sports Law, Securities Regulation, FINRA, Securities
Education
Tulane University Law School 2008 — 2011
Doctor of Law (JD), Certificate in Sports Law, summa cum laude
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), General Business, Dean's List
University of Maryland College Park 2002 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism, Dean's List
Derek Schnack's TD Securities Experience 2002 - 2004
Job CFO at OnePoint Patient Care
Industry Hospital & Health Care
Experience
OnePoint Patient Care 2007 - Present
BNP Paribas 2004 - 2007
TD Securities 2002 - 2004
U.S. Bank 1998 - 2000
Education
BSM
BSM
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA)
OnePoint Patient Care 2007 - Present
BNP Paribas 2004 - 2007
TD Securities 2002 - 2004
U.S. Bank 1998 - 2000
Education
BSM
BSM
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA)
Alex Glincher Alex Glincher's TD Securities Experience June 2014 - August 2014
Job Advisory Staff at EY
Industry Management Consulting
Experience
EY January 2015 - Present
TD Securities June 2014 - August 2014
Boston Private Bank June 2013 - July 2013
CoachUp May 2012 - August 2012
CBIZ Tofias July 2011 - August 2011
Panera Bread May 2009 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
University of Melbourne - Melbourne Business School 2013 — 2013
New York University in Prague 2013 — 2013
Sharon High School 2007 — 2011
EY January 2015 - Present
TD Securities June 2014 - August 2014
Boston Private Bank June 2013 - July 2013
CoachUp May 2012 - August 2012
CBIZ Tofias July 2011 - August 2011
Panera Bread May 2009 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
University of Melbourne - Melbourne Business School 2013 — 2013
New York University in Prague 2013 — 2013
Sharon High School 2007 — 2011
Charlotte Robb Charlotte Robb's TD Securities Experience June 2010 - August 2010
Job Associate at TD Securities
Industry Financial Services
Experience
TD January 2014 - Present
TD June 2011 - December 2013
TD Securities June 2010 - August 2010
UConn Office of Orientation Services May 2009 - July 2009
Ellington Management Group May 2007 - August 2007
Skills
Financial Analysis, Leadership, Analysis, Data Analysis, Microsoft Excel, Finance, Time Management, Analytics, Microsoft Office, PowerPoint, Bloomberg
Education
The University of Connecticut 2007 — 2011
BS, Marketing
TD January 2014 - Present
TD June 2011 - December 2013
TD Securities June 2010 - August 2010
UConn Office of Orientation Services May 2009 - July 2009
Ellington Management Group May 2007 - August 2007
Skills
Financial Analysis, Leadership, Analysis, Data Analysis, Microsoft Excel, Finance, Time Management, Analytics, Microsoft Office, PowerPoint, Bloomberg
Education
The University of Connecticut 2007 — 2011
BS, Marketing
Sascha O'Meara Sascha O'Meara's TD Securities Experience October 2010 - February 2013
Job Director at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group December 2014 - Present
Prudential Capital Group September 2013 - December 2014
TD Securities October 2010 - February 2013
Macquarie Bank February 2003 - October 2010
Macquarie Bank December 2001 - February 2002
Russell McVeagh December 2000 - February 2001
Skills
Investment Banking, Financial Structuring, Valuation, Acquisitions, Financial Markets, Private Equity, LBO, Corporate Finance, Due Diligence, Equities, Capital Markets, Private Placements, Asset Management, Mergers & Acquisitions, Debt & Equity Financing
Education
University of Canterbury
Bachelor of Commerce; Bachelor of Law (1st class honours)
Prudential Capital Group December 2014 - Present
Prudential Capital Group September 2013 - December 2014
TD Securities October 2010 - February 2013
Macquarie Bank February 2003 - October 2010
Macquarie Bank December 2001 - February 2002
Russell McVeagh December 2000 - February 2001
Skills
Investment Banking, Financial Structuring, Valuation, Acquisitions, Financial Markets, Private Equity, LBO, Corporate Finance, Due Diligence, Equities, Capital Markets, Private Placements, Asset Management, Mergers & Acquisitions, Debt & Equity Financing
Education
University of Canterbury
Bachelor of Commerce; Bachelor of Law (1st class honours)
Tian(Ray) Hou's TD Securities Experience January 2014 - May 2014
Job Automated Trading Group(ATG) Assistant at TD Securities
Industry Computer Software
Experience
TD - Innovation Channel - TD Sandbox September 2014 - December 2014
TD Securities January 2014 - May 2014
Geosoft Inc. April 2013 - August 2013
JSI Telecom September 2012 - December 2012
Intrafinity Inc. January 2012 - April 2012
Reg's April 2010 - July 2010
Fangyuan Supermarket March 2007 - March 2009
Skills
AutoCAD, Microsoft Office, Web Design, Sketching, C++, Customer Service, Landscaping, ReportBuilder, Java, Powershell, SQL, User Experience, User Experience Testing, Databases, Testing, JavaScript, Web Development, Android, User Interface, iOS
Education
University of Waterloo 2011 — 2016
Bachelor's Degree, Systems Engineering
Niagara Christian Community of Schools 2009 — 2011
High School
The University of Hong Kong
The University of Hong Kong
TD - Innovation Channel - TD Sandbox September 2014 - December 2014
TD Securities January 2014 - May 2014
Geosoft Inc. April 2013 - August 2013
JSI Telecom September 2012 - December 2012
Intrafinity Inc. January 2012 - April 2012
Reg's April 2010 - July 2010
Fangyuan Supermarket March 2007 - March 2009
Skills
AutoCAD, Microsoft Office, Web Design, Sketching, C++, Customer Service, Landscaping, ReportBuilder, Java, Powershell, SQL, User Experience, User Experience Testing, Databases, Testing, JavaScript, Web Development, Android, User Interface, iOS
Education
University of Waterloo 2011 — 2016
Bachelor's Degree, Systems Engineering
Niagara Christian Community of Schools 2009 — 2011
High School
The University of Hong Kong
The University of Hong Kong
Romi Aul Romi Aul's TD Securities Experience July 2007 - September 2010
Job
Industry Financial Services
Experience
Scotiabank July 2014 - Present
CGI February 2012 - Present
CGI May 2013 - December 2013
CGI February 2012 - February 2013
Scotiabank Capital Markets - TAG August 2011 - February 2012
CIBC September 2010 - August 2011
TD Securities July 2007 - September 2010
BMO 2009 - 2009
RBC February 2005 - August 2006
CIBC November 2004 - March 2005
Skills
Business Requirements, Quality Center, SDLC, RUP, Test Planning, ETL, Integration, Project Management, BASEL, SOX, Business Process, Business Analysis, Capital Markets, Data Analysis, Data Mapping, Requirements Analysis, Testing, Risk Management, PMO, Software Documentation, Analysis, Systems Analysis, Software Development, Business Intelligence, Process Flow..., Use Case Analysis, Use Case Diagrams, Data Flow, Data Management, Data Modeling, Process Flow Charts, Business Transformation, Business Strategy, UML, Gap Analysis, Brokerage, Insurance, ESB, WSS, CLS, Trading Systems, FX trading, FX Derivatives, Hedge Funds, Reporting & Analysis, Ad Hoc Reporting, Financial Reporting, Reporting Systems, RRSP, User Interface
Education
University of Liverpool 2014 — 2016
Master of Science (MSc)
University of Toronto 2014 — 2016
Canadian Securities Institute - Moody's Analytics Training 2014 — 2015
Project Management Institute 2014 — 2015
CAPM
Villanova University 2009 — 2010
Masters Certificate in Business Analysis
Villanova University 2009 — 2010
Certificate of Achievement in Six Sigma Green Belt - Information Technology
Athabasca University
Bachelor's Degree
IAG
Business Systems Analysis Certification
UBC
Project Management IT
University of Toronto
Risk Management Program - RIMS Certification
Scotiabank July 2014 - Present
CGI February 2012 - Present
CGI May 2013 - December 2013
CGI February 2012 - February 2013
Scotiabank Capital Markets - TAG August 2011 - February 2012
CIBC September 2010 - August 2011
TD Securities July 2007 - September 2010
BMO 2009 - 2009
RBC February 2005 - August 2006
CIBC November 2004 - March 2005
Skills
Business Requirements, Quality Center, SDLC, RUP, Test Planning, ETL, Integration, Project Management, BASEL, SOX, Business Process, Business Analysis, Capital Markets, Data Analysis, Data Mapping, Requirements Analysis, Testing, Risk Management, PMO, Software Documentation, Analysis, Systems Analysis, Software Development, Business Intelligence, Process Flow..., Use Case Analysis, Use Case Diagrams, Data Flow, Data Management, Data Modeling, Process Flow Charts, Business Transformation, Business Strategy, UML, Gap Analysis, Brokerage, Insurance, ESB, WSS, CLS, Trading Systems, FX trading, FX Derivatives, Hedge Funds, Reporting & Analysis, Ad Hoc Reporting, Financial Reporting, Reporting Systems, RRSP, User Interface
Education
University of Liverpool 2014 — 2016
Master of Science (MSc)
University of Toronto 2014 — 2016
Canadian Securities Institute - Moody's Analytics Training 2014 — 2015
Project Management Institute 2014 — 2015
CAPM
Villanova University 2009 — 2010
Masters Certificate in Business Analysis
Villanova University 2009 — 2010
Certificate of Achievement in Six Sigma Green Belt - Information Technology
Athabasca University
Bachelor's Degree
IAG
Business Systems Analysis Certification
UBC
Project Management IT
University of Toronto
Risk Management Program - RIMS Certification
Sunny Sun, CFA, MBA Sunny Sun, CFA, MBA's TD Securities Experience June 2004 - May 2006
Job Senior Manager, Retail Savings & Investing Finance
Industry Financial Services
Experience
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 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
Aimee McBain's TD Securities Experience July 2010 - August 2011
Job Executive Assistant to the President
Industry Computer Software
Experience
Infor March 2015 - Present
Morgan Stanley Investment Management May 2013 - February 2015
Barclays Capital August 2011 - May 2013
TD Securities July 2010 - August 2011
Donna Karan January 2010 - July 2010
HSBC August 2004 - October 2009
Deutsche Bank March 2003 - August 2004
National Basketball Association January 2001 - January 2002
Prudential Financial 1996 - 2000
Skills
Event Planning, Administrative..., Microsoft Excel, Outlook, Lotus Notes, Office Management, PowerPoint, Social Media, Event Management, Microsoft Office, Spreadsheets, Microsoft Word, Social Networking, Office Administration, Time Management, Data Entry, Human Resources, Access, Fashion, Facebook, Recruiting, Marketing, Administration, Budgets, Retail, Customer Service, Leadership, Social Media Marketing, Blogging, Research, Teamwork, Training, Public Speaking, Public Relations, Employee Relations, Process Scheduler, Editing, Creative Writing, Adobe Acrobat, Coordination, System Administration, Fundraising, Executive..., Confidentiality, Travel Arrangements, Management, PeopleSoft, Invoicing, Calendars, Interviews
Education
University of Kentucky 1993 — 1994
none
West Carrollton
Infor March 2015 - Present
Morgan Stanley Investment Management May 2013 - February 2015
Barclays Capital August 2011 - May 2013
TD Securities July 2010 - August 2011
Donna Karan January 2010 - July 2010
HSBC August 2004 - October 2009
Deutsche Bank March 2003 - August 2004
National Basketball Association January 2001 - January 2002
Prudential Financial 1996 - 2000
Skills
Event Planning, Administrative..., Microsoft Excel, Outlook, Lotus Notes, Office Management, PowerPoint, Social Media, Event Management, Microsoft Office, Spreadsheets, Microsoft Word, Social Networking, Office Administration, Time Management, Data Entry, Human Resources, Access, Fashion, Facebook, Recruiting, Marketing, Administration, Budgets, Retail, Customer Service, Leadership, Social Media Marketing, Blogging, Research, Teamwork, Training, Public Speaking, Public Relations, Employee Relations, Process Scheduler, Editing, Creative Writing, Adobe Acrobat, Coordination, System Administration, Fundraising, Executive..., Confidentiality, Travel Arrangements, Management, PeopleSoft, Invoicing, Calendars, Interviews
Education
University of Kentucky 1993 — 1994
none
West Carrollton
Olivia Yinan Wang Olivia Yinan Wang's TD Securities Experience July 2012 - Present
Job Risk Analyst at TD
Industry Banking
Experience
TD Securities July 2012 - Present
Express Currency Exchange October 2010 - June 2012
School of Economics at the Beijing University of Aeronautics and Astronautics December 2003 - June 2006
Skills
Banking, Credit Risk, Financial Risk, Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Statistics, Relationship Management, Financial Markets, Asset Management, Economics, Fixed Income, Derivatives, Market Risk, Investment Banking, Management, Bloomberg Terminal, Model Validation
Education
University of Windsor 2009 — 2010
Master's degree, Finance
The University of British Columbia / UBC 2008 — 2009
Beijing University of Aeronautics and Astronautics 2003 — 2007
Bachelor of Commerce, Financial Engineering
TD Securities July 2012 - Present
Express Currency Exchange October 2010 - June 2012
School of Economics at the Beijing University of Aeronautics and Astronautics December 2003 - June 2006
Skills
Banking, Credit Risk, Financial Risk, Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Statistics, Relationship Management, Financial Markets, Asset Management, Economics, Fixed Income, Derivatives, Market Risk, Investment Banking, Management, Bloomberg Terminal, Model Validation
Education
University of Windsor 2009 — 2010
Master's degree, Finance
The University of British Columbia / UBC 2008 — 2009
Beijing University of Aeronautics and Astronautics 2003 — 2007
Bachelor of Commerce, Financial Engineering
Shane Akeroyd Shane Akeroyd's TD Securities Experience February 1996 - March 2006
Job Head of Sales
Industry Financial Services
Experience
Markit February 2008 - Present
RBC Capital Markets April 2006 - January 2008
TD Securities February 1996 - March 2006
Bear Stearns 1994 - 1996
Bear Stearns International 1993 - 1994
Bank of America October 1986 - September 1993
Skills
Credit Derivatives, Electronic Trading, Fixed Income, Capital Markets, Equity Derivatives, Market Data, Derivatives, Trading Systems, FX Options, Equities, Investment Banking, Bonds, Financial Markets, Hedge Funds, Market Risk
Education
University College London, U. of London 1983 — 1986
Bachelor of Science (BSc) Hons, Economics
Sir Roger Manwood's 1976 — 1983
Markit February 2008 - Present
RBC Capital Markets April 2006 - January 2008
TD Securities February 1996 - March 2006
Bear Stearns 1994 - 1996
Bear Stearns International 1993 - 1994
Bank of America October 1986 - September 1993
Skills
Credit Derivatives, Electronic Trading, Fixed Income, Capital Markets, Equity Derivatives, Market Data, Derivatives, Trading Systems, FX Options, Equities, Investment Banking, Bonds, Financial Markets, Hedge Funds, Market Risk
Education
University College London, U. of London 1983 — 1986
Bachelor of Science (BSc) Hons, Economics
Sir Roger Manwood's 1976 — 1983
Donal Power Donal Power's TD Securities Experience January 2003 - April 2003
Job CEO, Critical Velocity Communications
Industry Public Relations and Communications
Experience
Critical Velocity Communications August 2014 - Present
Rethink Sustainability Initiatives May 2014 - August 2014
Atlantic Provinces Economic Council March 2008 - February 2014
Franklin Templeton Investments May 2006 - April 2007
TD Securities January 2003 - April 2003
The Daily Deal November 2000 - December 2001
Bridge News [Bridge Information Systems] Knight-Ridder Financial November 1998 - November 2000
The Economist June 1997 - August 1998
Budapest Week 1996 - 1998
Business Hungary Magazine July 1996 - August 1997
Skills
Editing, Marketing Communications, Publications, Media Relations, Blogging, Press Releases, Corporate Communications, Social Networking, Research, Journalism, Publishing, Copy Editing, Strategic Communications, Web Content, Internal Communications, Editorial, Creative Writing, Storytelling, Newspapers, Newsletters, Strategy, Public Relations, Copywriting, Social Media, Writing, Marketing, Strategic Planning
Education
University of King's College
Bachelor of Journalism (Honours)
Critical Velocity Communications August 2014 - Present
Rethink Sustainability Initiatives May 2014 - August 2014
Atlantic Provinces Economic Council March 2008 - February 2014
Franklin Templeton Investments May 2006 - April 2007
TD Securities January 2003 - April 2003
The Daily Deal November 2000 - December 2001
Bridge News [Bridge Information Systems] Knight-Ridder Financial November 1998 - November 2000
The Economist June 1997 - August 1998
Budapest Week 1996 - 1998
Business Hungary Magazine July 1996 - August 1997
Skills
Editing, Marketing Communications, Publications, Media Relations, Blogging, Press Releases, Corporate Communications, Social Networking, Research, Journalism, Publishing, Copy Editing, Strategic Communications, Web Content, Internal Communications, Editorial, Creative Writing, Storytelling, Newspapers, Newsletters, Strategy, Public Relations, Copywriting, Social Media, Writing, Marketing, Strategic Planning
Education
University of King's College
Bachelor of Journalism (Honours)
Sara Thomson Sara Thomson's TD Securities Experience April 2002 - September 2003
Job Vice President, Sales, Customer & Employee Experience
Industry Banking
Experience
TD July 2015 - Present
TD September 2012 - July 2015
TD Bank Group January 2012 - September 2012
TD Bank Group April 2011 - January 2012
TD Bank Group November 2008 - April 2011
TD May 2005 - November 2008
TD September 2003 - May 2005
TD Securities April 2002 - September 2003
TD September 1997 - April 2002
Skills
Credit, Commercial Banking, Loans, Banking, Sales Management, Commercial Lending, Financial Risk, Business Development, Retail Banking, Credit Analysis, Credit Risk, Financial Analysis, Relationship Management, Sales, Small Business Lending, Mortgage Lending
Education
The University of Calgary 2000 — 2002
Master of Business Administration (MBA), Finance
Wilfrid Laurier University 1993 — 1997
Bachelor of Business Administration (BBA)
TD July 2015 - Present
TD September 2012 - July 2015
TD Bank Group January 2012 - September 2012
TD Bank Group April 2011 - January 2012
TD Bank Group November 2008 - April 2011
TD May 2005 - November 2008
TD September 2003 - May 2005
TD Securities April 2002 - September 2003
TD September 1997 - April 2002
Skills
Credit, Commercial Banking, Loans, Banking, Sales Management, Commercial Lending, Financial Risk, Business Development, Retail Banking, Credit Analysis, Credit Risk, Financial Analysis, Relationship Management, Sales, Small Business Lending, Mortgage Lending
Education
The University of Calgary 2000 — 2002
Master of Business Administration (MBA), Finance
Wilfrid Laurier University 1993 — 1997
Bachelor of Business Administration (BBA)
Chungsoon Haw's TD Securities Experience September 2010 - December 2010
Job Do what you care about as life's too short to do otherwise
Industry Marketing and Advertising
Experience
D2L March 2015 - Present
AIESEC Laurier January 2014 - December 2014
Ontario Teachers' Pension Plan August 2013 - December 2013
AIESEC Canada June 2013 - December 2013
AIESEC in Hong Kong January 2013 - June 2013
AIESEC Laurier November 2011 - December 2012
Ontario Teachers' Pension Plan May 2012 - August 2012
CGI June 2011 - August 2011
TD Securities September 2010 - December 2010
Ontario Teachers' Pension Plan January 2010 - April 2010
Skills
Leadership, Team Leadership, Social Media, Market Research, Leadership Development, Marketing, Marketing Strategy, Business Development, Salesforce.com, Business Strategy, Brand Awareness, Social Media Marketing, Nonprofits, Training, Social Networking, Advertising, Facebook
Education
Wilfrid Laurier University 2011 — 2014
BA, Economics and Financial Management
The University of Hong Kong 2013 — 2013
Economics, Economics and Finance
University of Waterloo 2008 — 2011
BCFM
D2L March 2015 - Present
AIESEC Laurier January 2014 - December 2014
Ontario Teachers' Pension Plan August 2013 - December 2013
AIESEC Canada June 2013 - December 2013
AIESEC in Hong Kong January 2013 - June 2013
AIESEC Laurier November 2011 - December 2012
Ontario Teachers' Pension Plan May 2012 - August 2012
CGI June 2011 - August 2011
TD Securities September 2010 - December 2010
Ontario Teachers' Pension Plan January 2010 - April 2010
Skills
Leadership, Team Leadership, Social Media, Market Research, Leadership Development, Marketing, Marketing Strategy, Business Development, Salesforce.com, Business Strategy, Brand Awareness, Social Media Marketing, Nonprofits, Training, Social Networking, Advertising, Facebook
Education
Wilfrid Laurier University 2011 — 2014
BA, Economics and Financial Management
The University of Hong Kong 2013 — 2013
Economics, Economics and Finance
University of Waterloo 2008 — 2011
BCFM
Paul LeBrun's TD Securities Experience February 2010 - Present
Job Associate, Corporate Credit, Media, Telecom, Technology & Financial Sponsors, TD Securities
Industry Banking
Experience
TD Securities February 2010 - Present
TD Securities July 2008 - February 2010
TD Commercial Banking, Commercial National Accounts August 2006 - June 2008
TD Commercial Banking June 2002 - July 2006
Skills
Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Risk Assessment, Risk Management, Financial Risk, Commercial Banking, Banking, Portfolio Management, Capital Markets, Finance
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (Honours), Finance and Management Information Systems
TD Securities February 2010 - Present
TD Securities July 2008 - February 2010
TD Commercial Banking, Commercial National Accounts August 2006 - June 2008
TD Commercial Banking June 2002 - July 2006
Skills
Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Risk Assessment, Risk Management, Financial Risk, Commercial Banking, Banking, Portfolio Management, Capital Markets, Finance
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce (Honours), Finance and Management Information Systems
Michael Loewen, CFA Michael Loewen, CFA's TD Securities Experience June 2014 - September 2015
Job Director, Commodities Strategist at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
Hamid Omoumi Hamid Omoumi's TD Securities Experience 1993 - 2007
Job Managing Director, Head of Equity Derivative Sales, Canada
Industry Financial Services
Experience
UBS July 2011 - Present
National Bank Financial February 2007 - December 2010
TD Securities 1993 - 2007
Education
AIMR - CFA 1996 — 1998
CFA, Investment Management
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
University of Alberta 1985 — 1989
B.A., Economics
UBS July 2011 - Present
National Bank Financial February 2007 - December 2010
TD Securities 1993 - 2007
Education
AIMR - CFA 1996 — 1998
CFA, Investment Management
University of Toronto - Rotman School of Management 1991 — 1993
MBA, Finance
University of Alberta 1985 — 1989
B.A., Economics
Carlos Becerra's TD Securities Experience April 2009 - October 2009
Job Director Innovation & Talent at ProViso
Industry Financial Services
Experience
ProViso May 2015 - Present
Scotiabank May 2013 - April 2015
Manulife Financial June 2011 - March 2013
TD Bank Financial Group November 2010 - March 2012
CGI October 2009 - November 2010
Foresters 2009 - 2010
TD Securities April 2009 - October 2009
BMO Financial Group April 2008 - March 2009
TD Securities March 2004 - April 2008
Morningstar Canada November 2003 - March 2004
Skills
Business Intelligence, Risk Management, Data Warehousing, PMO, Business Analysis, Business Requirements, Agile Methodologies, Change Management, Software Documentation, IT Management, Management, Strategy, PMP, Quality Assurance, Project Management, SDLC
Education
University of Toronto 2007 — 2007
Advanced Project Management Certificate, Project Management
Project Management Institute 2002 — 2002
PMP, Project Management
Universidad de Los Andes 1994 — 1995
MBA, Computer Science
ProViso May 2015 - Present
Scotiabank May 2013 - April 2015
Manulife Financial June 2011 - March 2013
TD Bank Financial Group November 2010 - March 2012
CGI October 2009 - November 2010
Foresters 2009 - 2010
TD Securities April 2009 - October 2009
BMO Financial Group April 2008 - March 2009
TD Securities March 2004 - April 2008
Morningstar Canada November 2003 - March 2004
Skills
Business Intelligence, Risk Management, Data Warehousing, PMO, Business Analysis, Business Requirements, Agile Methodologies, Change Management, Software Documentation, IT Management, Management, Strategy, PMP, Quality Assurance, Project Management, SDLC
Education
University of Toronto 2007 — 2007
Advanced Project Management Certificate, Project Management
Project Management Institute 2002 — 2002
PMP, Project Management
Universidad de Los Andes 1994 — 1995
MBA, Computer Science
Rosanne Peel Rosanne Peel's TD Securities Experience November 1995 - May 1997
Job Director, Capital Advisory Services at CTC | myCFO
Industry Banking
Experience
CTC myCFO June 2014 - Present
North Shore Board of the Northwestern University Settlement House January 2007 - Present
Morgan Stanley Private Bank N.A. June 2010 - May 2014
Willow Wood Preschool August 2002 - August 2004
TD Securities November 1995 - May 1997
TD Bank April 1992 - November 1995
Marine Midland Bank (U.S. Subsidiary of HSBC) August 1990 - August 1991
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) October 1988 - August 1990
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) January 1988 - October 1988
Skills
New Business Development, Client Relationship..., Private Banking, Series 7, Series 63, Commercial Banking, Credit, Securities Lending, Private Wealth..., Mortgage Lending, Financial Analysis, Wealth Management..., Financial Services, Investments, Portfolio Management, CRM, Wealth Management, Fixed Income
Education
University of Delaware 1982 — 1986
Bachelor of Science, Business Administration--Marketing
CTC myCFO June 2014 - Present
North Shore Board of the Northwestern University Settlement House January 2007 - Present
Morgan Stanley Private Bank N.A. June 2010 - May 2014
Willow Wood Preschool August 2002 - August 2004
TD Securities November 1995 - May 1997
TD Bank April 1992 - November 1995
Marine Midland Bank (U.S. Subsidiary of HSBC) August 1990 - August 1991
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) October 1988 - August 1990
Marine Midland Bank, N.A. (U.S. subsidiary of HSBC) January 1988 - October 1988
Skills
New Business Development, Client Relationship..., Private Banking, Series 7, Series 63, Commercial Banking, Credit, Securities Lending, Private Wealth..., Mortgage Lending, Financial Analysis, Wealth Management..., Financial Services, Investments, Portfolio Management, CRM, Wealth Management, Fixed Income
Education
University of Delaware 1982 — 1986
Bachelor of Science, Business Administration--Marketing
Aniket Choudhary, CFA Aniket Choudhary, CFA's TD Securities Experience March 2014 - Present
Job Consultant at TD Securities
Industry Financial Services
Experience
TD Securities March 2014 - Present
RBC Capital Markets July 2011 - March 2014
TD Securities April 2009 - June 2011
RBC Dominion Securities September 2008 - February 2009
Oracle Financial Services Software Ltd 2005 - 2007
Skills
Market Risk, Strategy, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Management, Risk Management, Trading, Investment Banking, Derivatives, Capital Markets, Banking, Fixed Income
Education
York University - Schulich School of Business 2007 — 2008
MBA, Investment Management
University of Mumbai 1999 — 2003
B.E., Electronics
TD Securities March 2014 - Present
RBC Capital Markets July 2011 - March 2014
TD Securities April 2009 - June 2011
RBC Dominion Securities September 2008 - February 2009
Oracle Financial Services Software Ltd 2005 - 2007
Skills
Market Risk, Strategy, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Management, Risk Management, Trading, Investment Banking, Derivatives, Capital Markets, Banking, Fixed Income
Education
York University - Schulich School of Business 2007 — 2008
MBA, Investment Management
University of Mumbai 1999 — 2003
B.E., Electronics
Daniel Hodo's TD Securities Experience 2004 - 2004
Job Account Executive at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge 2010 - Present
Merrill Lynch 2008 - 2010
RiskMetrics Group (CFRA) 2006 - 2008
GlaxoSmithKline 2005 - 2006
TD Securities 2004 - 2004
M&I Bank 2003 - 2003
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Sales, Wealth Management, Equity Research
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
Bachelors of Science, Finance with Honors
Libertyville High School 1998 — 2002
Broadridge 2010 - Present
Merrill Lynch 2008 - 2010
RiskMetrics Group (CFRA) 2006 - 2008
GlaxoSmithKline 2005 - 2006
TD Securities 2004 - 2004
M&I Bank 2003 - 2003
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Sales, Wealth Management, Equity Research
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
Bachelors of Science, Finance with Honors
Libertyville High School 1998 — 2002
Adam Welch Adam Welch's TD Securities Experience January 2014 - Present
Job Access Controls Analyst at TD Securities
Industry Financial Services
Experience
TD Securities January 2014 - Present
TD 2012 - 2013
State Street Bank March 2008 - December 2010
State Street Bank February 2004 - March 2008
BNP Paribas April 2000 - August 2003
BNP Paribas January 1999 - March 2000
Skills
Office Administration, Spanish, Scheduling, Building Relationships, Onboarding, Confidentiality, FX, Cash, Risk, Fund Accounting, Executive Management, Institutional Clients, Multi-currency, Back Office, Reconciliation, Risk Management, Outstanding Customer..., Multitasker, Big Picture Thinking, Leading By Example, On Time Delivery, Quality Oriented, Administrative Support, Conference Coordination, Staff Scheduling, Creative Arts, Timeline Management, Meeting Deadlines, Able To Work Under..., Cross Training, Procedures Manuals, Job Aids, Action Plans, Project Support, Transitioning, Creative Problem Solving, Conducting Interviews, Microsoft Office, Outlook, SharePoint, Research, Soccer, Film, Broadcast Television, Management, Financial Risk, FX Options, Leadership, Customer Service
Education
UCL 1994 — 1998
BA hons, Hispanic Studies
TD Securities January 2014 - Present
TD 2012 - 2013
State Street Bank March 2008 - December 2010
State Street Bank February 2004 - March 2008
BNP Paribas April 2000 - August 2003
BNP Paribas January 1999 - March 2000
Skills
Office Administration, Spanish, Scheduling, Building Relationships, Onboarding, Confidentiality, FX, Cash, Risk, Fund Accounting, Executive Management, Institutional Clients, Multi-currency, Back Office, Reconciliation, Risk Management, Outstanding Customer..., Multitasker, Big Picture Thinking, Leading By Example, On Time Delivery, Quality Oriented, Administrative Support, Conference Coordination, Staff Scheduling, Creative Arts, Timeline Management, Meeting Deadlines, Able To Work Under..., Cross Training, Procedures Manuals, Job Aids, Action Plans, Project Support, Transitioning, Creative Problem Solving, Conducting Interviews, Microsoft Office, Outlook, SharePoint, Research, Soccer, Film, Broadcast Television, Management, Financial Risk, FX Options, Leadership, Customer Service
Education
UCL 1994 — 1998
BA hons, Hispanic Studies
Ryan Keleher's TD Securities Experience December 2009 - November 2011
Job Senior Market Risk Manager at TD
Industry Banking
Experience
TD March 2013 - Present
TD Bank Group November 2011 - March 2013
TD Securities December 2009 - November 2011
TD Securities February 2009 - December 2009
TD Securities February 2008 - February 2009
TD Securities August 2006 - February 2008
Skills
Fixed Income, Credit Derivatives, Interest Rate..., Market Risk, Derivatives, Capital Markets, Credit Risk, Risk Management, Bloomberg, Financial Risk, Credit, Banking, Basel II, Portfolio Management, Operational Risk, Financial Markets, Basel III, Fair Market Value, Equities
Education
University of Toronto - Rotman School of Management 2011 — 2014
MBA, Leadership & Strategic Change Management
University of Guelph 2002 — 2006
Honours Bachelor of Commerce, Management Finance and Economics
TD March 2013 - Present
TD Bank Group November 2011 - March 2013
TD Securities December 2009 - November 2011
TD Securities February 2009 - December 2009
TD Securities February 2008 - February 2009
TD Securities August 2006 - February 2008
Skills
Fixed Income, Credit Derivatives, Interest Rate..., Market Risk, Derivatives, Capital Markets, Credit Risk, Risk Management, Bloomberg, Financial Risk, Credit, Banking, Basel II, Portfolio Management, Operational Risk, Financial Markets, Basel III, Fair Market Value, Equities
Education
University of Toronto - Rotman School of Management 2011 — 2014
MBA, Leadership & Strategic Change Management
University of Guelph 2002 — 2006
Honours Bachelor of Commerce, Management Finance and Economics
Andrew La Fleur's TD Securities Experience May 2008 - August 2008
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Credit Suisse July 2013 - Present
NYU Stern School of Business September 2011 - May 2013
Credit Suisse June 2012 - August 2012
RBC Capital Markets 2009 - 2011
TD Securities May 2008 - August 2008
Skills
Finance, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Investment banking
The University of British Columbia 2004 — 2008
BA, Economics & Statistics
Scott Preston Scott Preston's TD Securities Experience January 1998 - April 2000
Job Managing Member, Maven Group LLC
Industry Financial Services
Experience
Maven Group LLC September 2007 - Present
Citi November 2003 - April 2007
Research Capital May 2001 - October 2003
Silicon Valley Bank May 2000 - April 2001
TD Securities January 1998 - April 2000
Skills
Hedge Funds, Equities, Alternative Investments, Investment Banking, Bloomberg, Securities, Mutual Funds, Banking, Private Equity, Fixed Income, Wealth Management, Equity Research, Trading, Investments, Capital Markets, Asset Management, Portfolio Management, Equity Trading, Valuation, Bonds, Investment Management, Series 7, Derivatives, Financial Modeling, Fund Of Funds, Investor Relations, Options, Equity Derivatives, Investment Strategies, Financial Markets, Emerging Markets, Series 63, Venture Capital
Education
University of California, Santa Barbara 1994 — 1997
BA, Geography
Maven Group LLC September 2007 - Present
Citi November 2003 - April 2007
Research Capital May 2001 - October 2003
Silicon Valley Bank May 2000 - April 2001
TD Securities January 1998 - April 2000
Skills
Hedge Funds, Equities, Alternative Investments, Investment Banking, Bloomberg, Securities, Mutual Funds, Banking, Private Equity, Fixed Income, Wealth Management, Equity Research, Trading, Investments, Capital Markets, Asset Management, Portfolio Management, Equity Trading, Valuation, Bonds, Investment Management, Series 7, Derivatives, Financial Modeling, Fund Of Funds, Investor Relations, Options, Equity Derivatives, Investment Strategies, Financial Markets, Emerging Markets, Series 63, Venture Capital
Education
University of California, Santa Barbara 1994 — 1997
BA, Geography
Julie Simms Julie Simms's TD Securities Experience April 2009 - Present
Job Team Coordinator at TD Securities
Industry Financial Services
Experience
TD Securities April 2009 - Present
Barclays Global Investors Canada Limited March 1998 - March 2009
Canada Trust November 1988 - February 1998
IBM Canada Ltd. April 1986 - November 1988
Skills
•Over 25 years of..., •5 years experience in..., •15 years extensive..., •Working knowledge of..., •Working knowledge of..., Asset Management, Equities, Financial Services, Fixed Income, Leadership, Management, Investments, Portfolio Management, Banking, Customer Service, Hedge Funds, Accounting, Trading, Wealth Management, Mutual Funds
Education
Toronto School of Business 1987 — 1987
Diploma, Accounting and Computers
TD Securities April 2009 - Present
Barclays Global Investors Canada Limited March 1998 - March 2009
Canada Trust November 1988 - February 1998
IBM Canada Ltd. April 1986 - November 1988
Skills
•Over 25 years of..., •5 years experience in..., •15 years extensive..., •Working knowledge of..., •Working knowledge of..., Asset Management, Equities, Financial Services, Fixed Income, Leadership, Management, Investments, Portfolio Management, Banking, Customer Service, Hedge Funds, Accounting, Trading, Wealth Management, Mutual Funds
Education
Toronto School of Business 1987 — 1987
Diploma, Accounting and Computers
Shirley L. Chan's TD Securities Experience May 2006 - August 2006
Job Vice President High Yield Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2008 - Present
The University of British Columbia January 2006 - May 2008
Merrill Lynch May 2007 - August 2007
TD Securities May 2006 - August 2006
Education
The University of British Columbia 2004 — 2008
BCOM, Finance
Bank of America Merrill Lynch July 2008 - Present
The University of British Columbia January 2006 - May 2008
Merrill Lynch May 2007 - August 2007
TD Securities May 2006 - August 2006
Education
The University of British Columbia 2004 — 2008
BCOM, Finance
Samuel Hikspoors Samuel Hikspoors's TD Securities Experience May 2007 - September 2007
Job Investment Strategist
Industry Investment Management
Experience
Invesco US February 2014 - Present
RGM Advisors, LLC October 2010 - January 2014
CPP Investment Board May 2008 - September 2010
University of Toronto September 2004 - December 2007
TD Securities May 2007 - September 2007
Education
University of Toronto
Ph.D.
The University of British Columbia
M.Sc.
Université de Montréal
B.Sc.
Invesco US February 2014 - Present
RGM Advisors, LLC October 2010 - January 2014
CPP Investment Board May 2008 - September 2010
University of Toronto September 2004 - December 2007
TD Securities May 2007 - September 2007
Education
University of Toronto
Ph.D.
The University of British Columbia
M.Sc.
Université de Montréal
B.Sc.
Nassim Geraili Nassim Geraili's TD Securities Experience August 2011 - January 2014
Job Client Portfolio Management at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2014 - Present
TD Securities August 2011 - January 2014
MVision Private Equity Advisers July 2010 - September 2010
Deloitte May 2008 - July 2009
Deloitte & Touche June 2005 - April 2008
Skills
Due Diligence, Private Equity, Product Development, Financial Modeling, Financial Analysis, Corporate Development, Management Consulting, Finance, CRM, Marketing Strategy, Portfolio Management, Business Strategy, Credit, Internal Audit, Leadership, Strategy, Business Development, Management, Equities, Trading
Education
University of California, Los Angeles
Business Economics and Accounting
University of Pennsylvania - The Wharton School
MBA, Finance & General Management
Epoch Investment Partners, Inc. February 2014 - Present
TD Securities August 2011 - January 2014
MVision Private Equity Advisers July 2010 - September 2010
Deloitte May 2008 - July 2009
Deloitte & Touche June 2005 - April 2008
Skills
Due Diligence, Private Equity, Product Development, Financial Modeling, Financial Analysis, Corporate Development, Management Consulting, Finance, CRM, Marketing Strategy, Portfolio Management, Business Strategy, Credit, Internal Audit, Leadership, Strategy, Business Development, Management, Equities, Trading
Education
University of California, Los Angeles
Business Economics and Accounting
University of Pennsylvania - The Wharton School
MBA, Finance & General Management
Manohar Shetty , B.Sc, MBA Manohar Shetty , B.Sc, MBA's TD Securities Experience May 2015 - Present
Job Software Consultant at TD Securities
Industry Information Technology and Services
Experience
TD Securities May 2015 - Present
BMO Financial Group March 2014 - March 2015
Geisecke and Devrient October 2010 - December 2013
IBM April 2010 - October 2010
TELUS April 2008 - March 2010
Canadian Tire Financial Services February 2008 - April 2008
CIBC May 2007 - December 2007
Siemens August 2006 - May 2007
Canadian Institute of Health Information (Statistic Canada) March 1999 - August 2006
Skills
Integration, Architecture, Oracle, Java Enterprise Edition, EAI, J2EE Application..., Management, Vendor Management, Enterprise Architecture, SDLC, Requirements Analysis, Agile Methodologies, SOA, Solution Architecture, Hibernate
Education
University of Liverpool 2011 — 2013
MBA, Leadership
University of Mumbai 1990 — 1995
Bachelor of Science (B.Sc), Physics and Computer Science
TD Securities May 2015 - Present
BMO Financial Group March 2014 - March 2015
Geisecke and Devrient October 2010 - December 2013
IBM April 2010 - October 2010
TELUS April 2008 - March 2010
Canadian Tire Financial Services February 2008 - April 2008
CIBC May 2007 - December 2007
Siemens August 2006 - May 2007
Canadian Institute of Health Information (Statistic Canada) March 1999 - August 2006
Skills
Integration, Architecture, Oracle, Java Enterprise Edition, EAI, J2EE Application..., Management, Vendor Management, Enterprise Architecture, SDLC, Requirements Analysis, Agile Methodologies, SOA, Solution Architecture, Hibernate
Education
University of Liverpool 2011 — 2013
MBA, Leadership
University of Mumbai 1990 — 1995
Bachelor of Science (B.Sc), Physics and Computer Science
Yue (Joan) Qiu Yue (Joan) Qiu's TD Securities Experience April 2011 - December 2011
Job Senior Data Scientist at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Capital One February 2014 - June 2015
CloudPhysics May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
TD Securities April 2011 - December 2011
Skills
Data Analysis, Python, R, Statistics, Big Data, SQL, Hadoop, Machine Learning, Algorithms, SAS, Mathematical Modeling, Predictive Modeling, Scala, Business Intelligence..., Databases, Analysis, Scheme, Data Mining, C, Microsoft Office, Microsoft Excel
Education
UC Berkeley School of Information 2014 — 2016
Master's Degree, Information and Data Science
University of Waterloo 2009 — 2013
Bachelor's Degree, Mathematical Finance minor Computer Science and Statistics
Capital One July 2015 - Present
Capital One February 2014 - June 2015
CloudPhysics May 2013 - August 2013
Sun Life Financial September 2012 - December 2012
University of Waterloo January 2012 - April 2012
TD Securities April 2011 - December 2011
Skills
Data Analysis, Python, R, Statistics, Big Data, SQL, Hadoop, Machine Learning, Algorithms, SAS, Mathematical Modeling, Predictive Modeling, Scala, Business Intelligence..., Databases, Analysis, Scheme, Data Mining, C, Microsoft Office, Microsoft Excel
Education
UC Berkeley School of Information 2014 — 2016
Master's Degree, Information and Data Science
University of Waterloo 2009 — 2013
Bachelor's Degree, Mathematical Finance minor Computer Science and Statistics
Adriana Urtasun Adriana Urtasun's TD Securities Experience 1995 - 1997
Job Account Executive at Forrester Research
Industry Market Research
Experience
Forrester Research August 2014 - Present
POI/Steelcase Workplace Productivity August 2011 - August 2014
Heart and Stroke Foundation December 2004 - August 2011
UW Design Group Inc. 1999 - 2004
Umbra 1998 - 1999
Mosaic Group 1997 - 1998
TD Securities 1995 - 1997
TD 1994 - 1995
Skills
Consultative Selling, Sales Presentations, Business Intelligence, New Business Development, Sales Leads, Prospecting Skills, Sales Prospecting, Office Equipment, Systems Furniture, Video Conferencing, Marketing Strategy, Strategic Sales, Advertising, Selling, Fundraising, Marketing, Negotiation, Strategic Partnerships, Strategic Planning, Leadership, Salesforce.com, Sales Management, Marketing Communications, Sponsorship, CRM, Business Strategy, Sales, Integrated Marketing, Entrepreneurship, Retail, B2B, Strategy, Account Management
Education
University of Alberta 1992 — 1994
Masters Business Administration, Business
Western University 1987 — 1990
B.A., Sociology
Forrester Research August 2014 - Present
POI/Steelcase Workplace Productivity August 2011 - August 2014
Heart and Stroke Foundation December 2004 - August 2011
UW Design Group Inc. 1999 - 2004
Umbra 1998 - 1999
Mosaic Group 1997 - 1998
TD Securities 1995 - 1997
TD 1994 - 1995
Skills
Consultative Selling, Sales Presentations, Business Intelligence, New Business Development, Sales Leads, Prospecting Skills, Sales Prospecting, Office Equipment, Systems Furniture, Video Conferencing, Marketing Strategy, Strategic Sales, Advertising, Selling, Fundraising, Marketing, Negotiation, Strategic Partnerships, Strategic Planning, Leadership, Salesforce.com, Sales Management, Marketing Communications, Sponsorship, CRM, Business Strategy, Sales, Integrated Marketing, Entrepreneurship, Retail, B2B, Strategy, Account Management
Education
University of Alberta 1992 — 1994
Masters Business Administration, Business
Western University 1987 — 1990
B.A., Sociology
Rick Greenfield Rick Greenfield's TD Securities Experience July 2005 - July 2006
Job DBA at SunGard Financial Systems
Industry Computer Software
Experience
SunGard Financial Systems June 2012 - Present
Harland Clarke Digital April 2010 - June 2012
SunGard Financial Systems July 2006 - April 2010
TD Securities July 2005 - July 2006
Bank of America 2000 - 2005
ABN AMRO 1999 - 2000
Griffith Laboratories April 1996 - December 1999
Quaker Oats 1992 - 1996
Skills
Replication, Sybase, SQL Server, Sybase ASE, Performance Tuning, PostgreSQL, Database Administration, T-SQL, Databases, SQL Tuning, SQL, Disaster Recovery, Unix Shell Scripting, Shell Scripting, Database Management, Troubleshooting, Scripting, Production Support, Oracle SQL, Oracle 11g, Microsoft SQL Server, Oracle, Linux, XML, Unix, Database Design, Solaris, DB2, ETL, Data Modeling, High Availability, Data Warehousing, Servers, Data Migration, Perl, Cluster, HP-UX, PL/SQL, AIX, Weblogic, Enterprise Architecture, SDLC, Apache, Oracle Database
Education
University of Illinois at Chicago
University of Illinois at Chicago
SunGard Financial Systems June 2012 - Present
Harland Clarke Digital April 2010 - June 2012
SunGard Financial Systems July 2006 - April 2010
TD Securities July 2005 - July 2006
Bank of America 2000 - 2005
ABN AMRO 1999 - 2000
Griffith Laboratories April 1996 - December 1999
Quaker Oats 1992 - 1996
Skills
Replication, Sybase, SQL Server, Sybase ASE, Performance Tuning, PostgreSQL, Database Administration, T-SQL, Databases, SQL Tuning, SQL, Disaster Recovery, Unix Shell Scripting, Shell Scripting, Database Management, Troubleshooting, Scripting, Production Support, Oracle SQL, Oracle 11g, Microsoft SQL Server, Oracle, Linux, XML, Unix, Database Design, Solaris, DB2, ETL, Data Modeling, High Availability, Data Warehousing, Servers, Data Migration, Perl, Cluster, HP-UX, PL/SQL, AIX, Weblogic, Enterprise Architecture, SDLC, Apache, Oracle Database
Education
University of Illinois at Chicago
University of Illinois at Chicago
Louisa Yeung Louisa Yeung's TD Securities Experience May 2013 - August 2013
Job Analyst, Financial Advisory at Deloitte
Industry Financial Services
Experience
Deloitte Canada August 2014 - Present
Sauder School of Business at UBC 2012 - 2014
TD Securities May 2013 - August 2013
RBC Dominion Securities April 2012 - August 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Leadership, Strategy, Academia, Equity Research, Team Building, Team Leadership, Time Management, Market Research, Sales, Bloomberg
Education
The University of British Columbia 2010 — 2014
BCom with Honours, Finance
Richmond Secondary School 2006 — 2010
International Baccalaureate Diploma
Deloitte Canada August 2014 - Present
Sauder School of Business at UBC 2012 - 2014
TD Securities May 2013 - August 2013
RBC Dominion Securities April 2012 - August 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Leadership, Strategy, Academia, Equity Research, Team Building, Team Leadership, Time Management, Market Research, Sales, Bloomberg
Education
The University of British Columbia 2010 — 2014
BCom with Honours, Finance
Richmond Secondary School 2006 — 2010
International Baccalaureate Diploma
Patricia Dundee Patricia Dundee's TD Securities Experience September 2015 - Present
Job Managing Director, Energy Investment Banking at TD Securities
Industry Investment Banking
Experience
TD Securities September 2015 - Present
Mizuho Securities Co., Ltd. April 2015 - Present
RBS Global Banking & Markets December 1985 - April 2015
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Structuring, Derivatives, Structured Finance
Education
University of Houston 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
TD Securities September 2015 - Present
Mizuho Securities Co., Ltd. April 2015 - Present
RBS Global Banking & Markets December 1985 - April 2015
Skills
Investment Banking, Capital Markets, Fixed Income, Financial Structuring, Derivatives, Structured Finance
Education
University of Houston 1979 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Tim Liang Tim Liang's TD Securities Experience July 2013 - November 2014
Job Capital Markets and Banking Professional
Industry Financial Services
Experience
TD Securities July 2013 - November 2014
TD Securities May 2013 - July 2013
Student Investment Fund at University of Waterloo January 2013 - April 2013
Sapient Global Markets September 2012 - December 2012
Scotiabank April 2011 - September 2011
RBC Dexia Investor Services September 2010 - December 2010
RBC Royal Bank January 2010 - May 2010
RBC Dexia Investor Services May 2009 - September 2009
Shanghai Far East Credit Rating Co., Ltd May 2008 - July 2008
Skills
VBA, Matlab, Financial Modeling, Risk Management, Monte Carlo Simulation, Bloomberg, Fincad, Reuters, R, C++, Java, Market Pricing, Performance Management, Quantitative Research, SQL, Microsoft Excel, Access, Financial Statement..., Data Analysis
Education
University of Waterloo 2008 — 2013
Bachelor of CFM, Computing and Financial Management; Honours, Co-op
CFA Institute
Passed CFA Level I
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
University of Florida - Warrington College of Business Administration 2007 — 2008
Bachelor, Finance
Gaither High School
TD Securities July 2013 - November 2014
TD Securities May 2013 - July 2013
Student Investment Fund at University of Waterloo January 2013 - April 2013
Sapient Global Markets September 2012 - December 2012
Scotiabank April 2011 - September 2011
RBC Dexia Investor Services September 2010 - December 2010
RBC Royal Bank January 2010 - May 2010
RBC Dexia Investor Services May 2009 - September 2009
Shanghai Far East Credit Rating Co., Ltd May 2008 - July 2008
Skills
VBA, Matlab, Financial Modeling, Risk Management, Monte Carlo Simulation, Bloomberg, Fincad, Reuters, R, C++, Java, Market Pricing, Performance Management, Quantitative Research, SQL, Microsoft Excel, Access, Financial Statement..., Data Analysis
Education
University of Waterloo 2008 — 2013
Bachelor of CFM, Computing and Financial Management; Honours, Co-op
CFA Institute
Passed CFA Level I
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
University of Florida - Warrington College of Business Administration 2007 — 2008
Bachelor, Finance
Gaither High School
Grant Strem Grant Strem's TD Securities Experience October 2011 - June 2012
Job .
Industry Oil & Energy
Experience
Husky Energy March 2013 - September 2014
TD Securities October 2011 - June 2012
GLJ Petroleum Consultants May 2010 - September 2011
Total E&P 2010 - May 2010
ConocoPhillips 2006 - 2009
University of Calgary August 2006 - September 2006
University of Calgary January 2006 - April 2006
Paramount Resources Ltd. June 2005 - September 2005
Skills
Sequence Stratigraphy, Geology, Reservoir Management, Analysis, Reserves, Petroleum Geology, Sedimentology, Data Mapping, Earth Science, Petrel, Management, Drilling, Petrophysics, Seismology, Petroleum, Stratigraphy, Well Logging
Education
University of Calgary 1998 — 2009
M.Sc., B.Sc., Geology, Reservoir Characterization, Reservoir Engineering
.
Husky Energy March 2013 - September 2014
TD Securities October 2011 - June 2012
GLJ Petroleum Consultants May 2010 - September 2011
Total E&P 2010 - May 2010
ConocoPhillips 2006 - 2009
University of Calgary August 2006 - September 2006
University of Calgary January 2006 - April 2006
Paramount Resources Ltd. June 2005 - September 2005
Skills
Sequence Stratigraphy, Geology, Reservoir Management, Analysis, Reserves, Petroleum Geology, Sedimentology, Data Mapping, Earth Science, Petrel, Management, Drilling, Petrophysics, Seismology, Petroleum, Stratigraphy, Well Logging
Education
University of Calgary 1998 — 2009
M.Sc., B.Sc., Geology, Reservoir Characterization, Reservoir Engineering
.
Lindsay Fortnum's TD Securities Experience April 2011 - March 2013
Job Senior in Performace Improvement Finance at EY
Industry Management Consulting
Experience
EY September 2015 - Present
University of Notre Dame June 2014 - May 2015
TD April 2013 - May 2014
TD Securities April 2011 - March 2013
TD Securities August 2009 - April 2011
CIBC May 2008 - August 2008
Skills
Financial Analysis, Finance, Financial Modeling, Management, Leadership, Investments, Microsoft Office, Process Improvement, Banking, Microsoft Excel, Corporate Finance, Research, Analysis, Capital Markets, Financial Risk, Integration, Bloomberg, SPSS, HootSuite, Lean Six Sigma
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Passed CFA level I in June 2011 2011 — 2011
University of Guelph 2005 — 2009
Bachelor of Commerce, Management Economics
Canadian Securities Course
EY September 2015 - Present
University of Notre Dame June 2014 - May 2015
TD April 2013 - May 2014
TD Securities April 2011 - March 2013
TD Securities August 2009 - April 2011
CIBC May 2008 - August 2008
Skills
Financial Analysis, Finance, Financial Modeling, Management, Leadership, Investments, Microsoft Office, Process Improvement, Banking, Microsoft Excel, Corporate Finance, Research, Analysis, Capital Markets, Financial Risk, Integration, Bloomberg, SPSS, HootSuite, Lean Six Sigma
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Passed CFA level I in June 2011 2011 — 2011
University of Guelph 2005 — 2009
Bachelor of Commerce, Management Economics
Canadian Securities Course
Natasha Copeland Natasha Copeland's TD Securities Experience November 2002 - Present
Job Director, Institutional Money Market Sales at TD Securities
Industry Financial Services
Experience
TD Securities November 2002 - Present
Skills
Risk Management, Credit, Trading Systems, Interest Rate..., Securities, Financial Services, Credit Analysis, Relationship Management, Trading, Money Market, Financial Modeling
Education
The University of British Columbia 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
The University of British Columbia / UBC 1989 — 1993
Bachelor of Arts, Political Science
TD Securities November 2002 - Present
Skills
Risk Management, Credit, Trading Systems, Interest Rate..., Securities, Financial Services, Credit Analysis, Relationship Management, Trading, Money Market, Financial Modeling
Education
The University of British Columbia 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
The University of British Columbia / UBC 1989 — 1993
Bachelor of Arts, Political Science
Marcos Pla Moinelo Marcos Pla Moinelo's TD Securities Experience February 2011 - June 2011
Job Manager Digital Channels Compliance at TD Bank Group
Industry Banking
Experience
TD Bank Group August 2013 - Present
TD Direct Investing June 2011 - August 2013
TD Securities February 2011 - June 2011
TD Waterhouse Discount Brokerage December 2008 - December 2010
Skills
Fixed Income, Capital Markets, Mutual Funds, Derivatives, Relationship Management, Trading, Investments, Portfolio Management, Risk Management, Banking, Wealth Management, Bloomberg, Equities, Credit, Bonds, Options, Securities, Investment Strategies
Education
University of Havana 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
TD Bank Group August 2013 - Present
TD Direct Investing June 2011 - August 2013
TD Securities February 2011 - June 2011
TD Waterhouse Discount Brokerage December 2008 - December 2010
Skills
Fixed Income, Capital Markets, Mutual Funds, Derivatives, Relationship Management, Trading, Investments, Portfolio Management, Risk Management, Banking, Wealth Management, Bloomberg, Equities, Credit, Bonds, Options, Securities, Investment Strategies
Education
University of Havana 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
Tali Zidon's TD Securities Experience May 2013 - January 2015
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley February 2015 - Present
TD Securities May 2013 - January 2015
Credit Suisse July 2003 - May 2013
Zurich Capital Markets 2001 - 2003
Sumitomo Capital Markets 1996 - 2001
ING Capital 1994 - 1996
Skills
Fixed Income, Electronic Trading, Market Making, Trading Systems, Rates, Derivatives, Equity Derivatives, Credit Derivatives, Investment Banking, FX Options, Project Management, New Business Development, Trading, Prime Brokerage, Interest Rate..., Low Latency, Market Data
Education
University at Albany, SUNY
Morgan Stanley February 2015 - Present
TD Securities May 2013 - January 2015
Credit Suisse July 2003 - May 2013
Zurich Capital Markets 2001 - 2003
Sumitomo Capital Markets 1996 - 2001
ING Capital 1994 - 1996
Skills
Fixed Income, Electronic Trading, Market Making, Trading Systems, Rates, Derivatives, Equity Derivatives, Credit Derivatives, Investment Banking, FX Options, Project Management, New Business Development, Trading, Prime Brokerage, Interest Rate..., Low Latency, Market Data
Education
University at Albany, SUNY
Eric Schwarz Eric Schwarz's TD Securities Experience July 2014 - Present
Job Credit Management Analyst at TD Securities
Industry Financial Services
Experience
TD Securities July 2014 - Present
Mariner Investment Group, LLC May 2014 - July 2014
The Seaport Group May 2013 - August 2013
Flashnotes September 2012 - December 2012
VitaCoco Beverage, Inc. June 2012 - November 2012
Skills
Finance, Bloomberg Terminal, FactSet, Investment Grade: Sales..., Trade Claims, ABS, MBS, Bloomberg: Fixed Income, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Marketing Strategy, Marketing, Facebook, Sales, Teamwork, Time Management, Investments, Portfolio Management, Derivatives, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 3.5
Florence University of the Arts 2013 — 2013
International Finance
TD Securities July 2014 - Present
Mariner Investment Group, LLC May 2014 - July 2014
The Seaport Group May 2013 - August 2013
Flashnotes September 2012 - December 2012
VitaCoco Beverage, Inc. June 2012 - November 2012
Skills
Finance, Bloomberg Terminal, FactSet, Investment Grade: Sales..., Trade Claims, ABS, MBS, Bloomberg: Fixed Income, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Marketing Strategy, Marketing, Facebook, Sales, Teamwork, Time Management, Investments, Portfolio Management, Derivatives, Microsoft Office
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 3.5
Florence University of the Arts 2013 — 2013
International Finance
David Bouckhout David Bouckhout's TD Securities Experience July 2011 - January 2014
Job Manager, Fundamental Market Analysis & Risk Management at Vermilion Energy
Industry Banking
Experience
Vermilion Energy February 2014 - Present
TD Securities July 2011 - January 2014
TD Securities January 2010 - July 2011
TD Securities June 2007 - April 2010
TD Securities January 2006 - June 2007
TD Securities June 2005 - January 2006
TD Securities August 2003 - June 2005
Duke Energy Corporation 2002 - 2002
Skills
Energy Markets, Market Research, Oil Analysis, Natural Gas, Commodity, Bloomberg, Financial Modeling, Derivatives, Hedging, Valuation, Energy, Financial Risk, Trading, Market Risk
Education
The University of Lethbridge 1998 — 2002
B. Mgt
Vermilion Energy February 2014 - Present
TD Securities July 2011 - January 2014
TD Securities January 2010 - July 2011
TD Securities June 2007 - April 2010
TD Securities January 2006 - June 2007
TD Securities June 2005 - January 2006
TD Securities August 2003 - June 2005
Duke Energy Corporation 2002 - 2002
Skills
Energy Markets, Market Research, Oil Analysis, Natural Gas, Commodity, Bloomberg, Financial Modeling, Derivatives, Hedging, Valuation, Energy, Financial Risk, Trading, Market Risk
Education
The University of Lethbridge 1998 — 2002
B. Mgt
Chantal Rémy Chantal Rémy's TD Securities Experience 2002 - 2003
Job Vice President, Human Resources, Financing and Consulting at BDC
Industry Financial Services
Experience
BDC April 2014 - Present
BDC October 2012 - April 2014
BNP Paribas Canada May 2011 - October 2012
TD Insurance July 2007 - May 2011
Toronto Dominion Bank Financial Group 2004 - 2007
TD Bank January 2003 - April 2004
TD Securities 2002 - 2003
Skills
Organizational..., Human Resources, Succession Planning, Talent Management, Change Leadership, Change Management, Performance Management, Recruiting, Management, Onboarding, Team Leadership, Employee Engagement, Employee Relations, Workforce Planning, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Banking
Education
University of Ottawa / Université d'Ottawa 1990 — 1996
MBA
Université du Québec à Montréal 1985 — 1987
B.Bus.Adm., Marketing
BDC April 2014 - Present
BDC October 2012 - April 2014
BNP Paribas Canada May 2011 - October 2012
TD Insurance July 2007 - May 2011
Toronto Dominion Bank Financial Group 2004 - 2007
TD Bank January 2003 - April 2004
TD Securities 2002 - 2003
Skills
Organizational..., Human Resources, Succession Planning, Talent Management, Change Leadership, Change Management, Performance Management, Recruiting, Management, Onboarding, Team Leadership, Employee Engagement, Employee Relations, Workforce Planning, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Banking
Education
University of Ottawa / Université d'Ottawa 1990 — 1996
MBA
Université du Québec à Montréal 1985 — 1987
B.Bus.Adm., Marketing
Sean Nakamoto Sean Nakamoto's TD Securities Experience 1998 - 2003
Job CoPresident & Trustee at Mohawk Medical Properties REIT
Industry Commercial Real Estate
Experience
Mohawk Medical Properties Real Estate Investment Trust September 2012 - Present
Maplewood International REIT 2012 - Present
Arctero Inc. August 2011 - Present
GT Canada Medical Properties REIT January 2010 - July 2011
Cirrus Consulting Group 2009 - 2011
NorthWest Healthcare Properties 2004 - 2008
TD Securities 1998 - 2003
TD Securities 2000 - 2002
Jones Lang LaSalle 1996 - 1998
Jones Lang LaSalle 1996 - 1998
Education
Canadian Securities Institute 1999 — 1999
CSC
The University of British Columbia 1996 — 1997
University of Guelph 1990 — 1994
Honours Bachelor of Commerce
Mohawk Medical Properties Real Estate Investment Trust September 2012 - Present
Maplewood International REIT 2012 - Present
Arctero Inc. August 2011 - Present
GT Canada Medical Properties REIT January 2010 - July 2011
Cirrus Consulting Group 2009 - 2011
NorthWest Healthcare Properties 2004 - 2008
TD Securities 1998 - 2003
TD Securities 2000 - 2002
Jones Lang LaSalle 1996 - 1998
Jones Lang LaSalle 1996 - 1998
Education
Canadian Securities Institute 1999 — 1999
CSC
The University of British Columbia 1996 — 1997
University of Guelph 1990 — 1994
Honours Bachelor of Commerce
Carrie Matuga Carrie Matuga's TD Securities Experience January 2002 - February 2006
Job Director of Ecommerce at Too Faced Cosmetics
Industry Internet
Experience
Too Faced Cosmetics January 2014 - Present
Wet Seal, Inc August 2012 - December 2013
Road Runner Sports April 2009 - August 2012
Point B Communications April 2008 - April 2009
DoubleClick November 2007 - February 2008
Yahoo! June 2007 - September 2007
TD Securities January 2002 - February 2006
Big Blue Trading June 1999 - February 2002
Stafford Trading 1999 - 1999
Skills
Email Marketing, Mobile Marketing, Digital Marketing, Project Management, Social Media Marketing, Pinterest, Marketing Management, Paid Search Strategy, Affiliate Marketing, Comparison Shopping..., Entrepreneurship, Behavioral Targeting, Package Inserts, Widgets, Multivariate Testing, Web Analytics, SEM, Analytics, Amazon, Marketing Strategy, Department Budgeting, E-commerce, Online Marketing
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Marketing, Entrepreneurship, and Finance
University of Michigan 1996 — 1999
BA, Psychology
University of Colorado at Boulder 1995 — 1996
Riverside Poly High School
Too Faced Cosmetics January 2014 - Present
Wet Seal, Inc August 2012 - December 2013
Road Runner Sports April 2009 - August 2012
Point B Communications April 2008 - April 2009
DoubleClick November 2007 - February 2008
Yahoo! June 2007 - September 2007
TD Securities January 2002 - February 2006
Big Blue Trading June 1999 - February 2002
Stafford Trading 1999 - 1999
Skills
Email Marketing, Mobile Marketing, Digital Marketing, Project Management, Social Media Marketing, Pinterest, Marketing Management, Paid Search Strategy, Affiliate Marketing, Comparison Shopping..., Entrepreneurship, Behavioral Targeting, Package Inserts, Widgets, Multivariate Testing, Web Analytics, SEM, Analytics, Amazon, Marketing Strategy, Department Budgeting, E-commerce, Online Marketing
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Marketing, Entrepreneurship, and Finance
University of Michigan 1996 — 1999
BA, Psychology
University of Colorado at Boulder 1995 — 1996
Riverside Poly High School
Daniel Matros Daniel Matros's TD Securities Experience 2009 - January 2010
Job Contractor Software Development at ING DIRECT Canada
Industry Computer Software
Experience
ING DIRECT Canada July 2011 - Present
Destiny Solutions Inc. February 2010 - August 2011
TD Securities 2009 - January 2010
RBC Financial Group 2006 - 2009
Ethoca 2005 - 2006
Necho Systems 2005 - 2005
Blockade Systems Corp. 2001 - 2005
Pathway Communications 1998 - 2001
Skills
Websphere, Web Services, Java Enterprise Edition, Agile Methodologies, Software Development, Oracle, Eclipse, SDLC, Tomcat, SQL, Hibernate, Java, Spring, Ant, JSP, XML, MySQL, SOA, UML, JavaScript, Struts, JUnit, EJB, Weblogic, JDBC, CVS, SOAP, Servlets, DB2
Education
1995 — 1996
Master of Science Degree, Software Engineering
1991 — 1995
Bachelor of Science Degree, Software Engineering
Sun Microsystems Inc.
SUN Certified Programmer for the Java 2 Platform, Standard Edition 5.0 (SCJP)
Sun Microsystems Inc.
SUN Certificate in Distributed Programming
ING DIRECT Canada July 2011 - Present
Destiny Solutions Inc. February 2010 - August 2011
TD Securities 2009 - January 2010
RBC Financial Group 2006 - 2009
Ethoca 2005 - 2006
Necho Systems 2005 - 2005
Blockade Systems Corp. 2001 - 2005
Pathway Communications 1998 - 2001
Skills
Websphere, Web Services, Java Enterprise Edition, Agile Methodologies, Software Development, Oracle, Eclipse, SDLC, Tomcat, SQL, Hibernate, Java, Spring, Ant, JSP, XML, MySQL, SOA, UML, JavaScript, Struts, JUnit, EJB, Weblogic, JDBC, CVS, SOAP, Servlets, DB2
Education
1995 — 1996
Master of Science Degree, Software Engineering
1991 — 1995
Bachelor of Science Degree, Software Engineering
Sun Microsystems Inc.
SUN Certified Programmer for the Java 2 Platform, Standard Edition 5.0 (SCJP)
Sun Microsystems Inc.
SUN Certificate in Distributed Programming
Mohammed Hasham, PMP Mohammed Hasham, PMP's TD Securities Experience September 2013 - Present
Job Risk Manager Capital Markets Risk Management at TD Securities
Industry Banking
Experience
TD Securities September 2013 - Present
TD Securities February 2005 - September 2013
CATSAT/University of New Hampshire May 2000 - July 2004
Skills
Analysis, Banking, Requirements Analysis, Project Management, Derivatives, Financial Risk, Integration, Leadership, SDLC, Vendor Management, Risk Management, Strategy, Management
Education
Project Management Institute
PMP (Project Management Professional)
University of Leicester 1996 — 1999
Bachelor of Engineering (BEng) Hons, Electronic and Software Engineering, 2:1 (Second class Honors Upper Division)
AL MIS
TD Securities September 2013 - Present
TD Securities February 2005 - September 2013
CATSAT/University of New Hampshire May 2000 - July 2004
Skills
Analysis, Banking, Requirements Analysis, Project Management, Derivatives, Financial Risk, Integration, Leadership, SDLC, Vendor Management, Risk Management, Strategy, Management
Education
Project Management Institute
PMP (Project Management Professional)
University of Leicester 1996 — 1999
Bachelor of Engineering (BEng) Hons, Electronic and Software Engineering, 2:1 (Second class Honors Upper Division)
AL MIS
Craig Marthinsen Craig Marthinsen's TD Securities Experience June 1995 - March 2000
Job Managing Director , Sales & Marketing
Industry Financial Services
Experience
Markit June 2002 - Present
TD Securities June 1995 - March 2000
CIBC World Markets October 1993 - June 1995
Skills
Fixed Income, Management, Credit Derivatives, Equities, Swaps, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Financial Markets, Financial Risk, Bonds, Structured Products, Equity Derivatives
Education
University of Delaware 1969 — 1973
BA, Economics
Thomas McKean High School 1967 — 1969
Markit June 2002 - Present
TD Securities June 1995 - March 2000
CIBC World Markets October 1993 - June 1995
Skills
Fixed Income, Management, Credit Derivatives, Equities, Swaps, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Financial Markets, Financial Risk, Bonds, Structured Products, Equity Derivatives
Education
University of Delaware 1969 — 1973
BA, Economics
Thomas McKean High School 1967 — 1969
Filip Anastassov's TD Securities Experience May 2008 - August 2008
Job Relationship Manager at TD
Industry Financial Services
Experience
TD September 2014 - Present
TD June 2012 - September 2014
TD October 2010 - June 2012
TD February 2010 - October 2010
TD August 2007 - February 2010
TD Securities May 2008 - August 2008
Elections BC 2005 - 2008
TD Canada Trust June 2006 - August 2007
Skills
Financial Analysis, Credit, Commercial Banking, Investments, Valuation, Mentoring, Partner Relationship..., Bank Relationship..., Risk Management, Team Leadership, Action Planning, Underwriting, Deal Structuring, Negotiation, Finance, Capital Markets, Retail Banking, Relationship Management, Financial Services, Commercial Lending, Credit Risk, Investment Banking, Cash Management, Financial Modeling, Credit Analysis, New Business Development, Banking
Education
The University of British Columbia 2005 — 2009
Bachelor of Commerce (B.Com.) with Honours, Finance, General
The University of British Columbia 2005 — 2009
Bachelor of Commerce (B.Com.), Finance, General
TD September 2014 - Present
TD June 2012 - September 2014
TD October 2010 - June 2012
TD February 2010 - October 2010
TD August 2007 - February 2010
TD Securities May 2008 - August 2008
Elections BC 2005 - 2008
TD Canada Trust June 2006 - August 2007
Skills
Financial Analysis, Credit, Commercial Banking, Investments, Valuation, Mentoring, Partner Relationship..., Bank Relationship..., Risk Management, Team Leadership, Action Planning, Underwriting, Deal Structuring, Negotiation, Finance, Capital Markets, Retail Banking, Relationship Management, Financial Services, Commercial Lending, Credit Risk, Investment Banking, Cash Management, Financial Modeling, Credit Analysis, New Business Development, Banking
Education
The University of British Columbia 2005 — 2009
Bachelor of Commerce (B.Com.) with Honours, Finance, General
The University of British Columbia 2005 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Matthew Owens's TD Securities Experience January 2002 - December 2003
Job Managing Director at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets December 2010 - Present
RBC Capital Markets 2003 - December 2010
TD Securities January 2002 - December 2003
Goldman Sachs August 1996 - November 2001
Education
The University of Manchester 1993 — 1996
BEng, Software Engineering
RBC Capital Markets December 2010 - Present
RBC Capital Markets 2003 - December 2010
TD Securities January 2002 - December 2003
Goldman Sachs August 1996 - November 2001
Education
The University of Manchester 1993 — 1996
BEng, Software Engineering
Pierre Poirier's TD Securities Experience August 2007 - December 2007
Job Chief Operating Officer (COO) at Bionic Eers Inc.
Industry Capital Markets
Experience
Bionic Eers Inc September 2015 - Present
First North Capital Partner (FNCP) March 2014 - August 2015
RichardsonGMP September 2013 - February 2014
TMX Group March 2013 - August 2013
ABC REAL ESTATE SOLUTION January 2012 - January 2013
GROUPE BERNARD HAYOT October 2011 - December 2011
TD Meloche Monnex May 2010 - August 2011
Essel Group November 2008 - May 2009
TD Bank February 2008 - November 2008
TD Securities August 2007 - December 2007
Skills
PMP, SDLC, Vendor Management, Business Analysis, PMO, Capital Markets, Project Management, Derivatives, Portfolio Management, Business Process..., Equities, Visio, Requirements Analysis, Trading, Investments, Fixed Income, Management Consulting, Strategy, Integration, Risk Management, Leadership, Financial Modeling, Project Planning, Finance
Education
PMI 2007 — 2007
PMP, Project Management
Université du Québec à Montréal 1990 — 1992
Msc, Finance
Bionic Eers Inc September 2015 - Present
First North Capital Partner (FNCP) March 2014 - August 2015
RichardsonGMP September 2013 - February 2014
TMX Group March 2013 - August 2013
ABC REAL ESTATE SOLUTION January 2012 - January 2013
GROUPE BERNARD HAYOT October 2011 - December 2011
TD Meloche Monnex May 2010 - August 2011
Essel Group November 2008 - May 2009
TD Bank February 2008 - November 2008
TD Securities August 2007 - December 2007
Skills
PMP, SDLC, Vendor Management, Business Analysis, PMO, Capital Markets, Project Management, Derivatives, Portfolio Management, Business Process..., Equities, Visio, Requirements Analysis, Trading, Investments, Fixed Income, Management Consulting, Strategy, Integration, Risk Management, Leadership, Financial Modeling, Project Planning, Finance
Education
PMI 2007 — 2007
PMP, Project Management
Université du Québec à Montréal 1990 — 1992
Msc, Finance
Tom Cremins's TD Securities Experience February 2013 - Present
Job Business Integration Manager at TD Securities
Industry Financial Services
Experience
TD Securities February 2013 - Present
TD Securities May 2011 - February 2013
Scotiabank September 2008 - April 2011
TD Securities January 2007 - September 2008
Young Professionals Association of Canada 2005 - 2007
TD Securities 2004 - 2006
TD Global Finance October 2001 - September 2004
Dolmen Butler Briscoe March 2000 - August 2001
SGZ-Bank Ireland plc April 1998 - September 1999
Aer Lingus June 1997 - April 1998
Skills
Project Management, Business Analysis, Strategy, Project Planning, Management, Risk Management, Change Management, Financial Analysis, PowerPoint, Microsoft Excel, French, Spanish, Data Analysis, Excel Programming, Tableau, Airlines, Banking, Business Process..., VBA, Python, Derivatives, WordPress
Education
University College Dublin 1992 — 1996
MEconSc, Economics
University of Toronto
University of Toronto
TD Securities February 2013 - Present
TD Securities May 2011 - February 2013
Scotiabank September 2008 - April 2011
TD Securities January 2007 - September 2008
Young Professionals Association of Canada 2005 - 2007
TD Securities 2004 - 2006
TD Global Finance October 2001 - September 2004
Dolmen Butler Briscoe March 2000 - August 2001
SGZ-Bank Ireland plc April 1998 - September 1999
Aer Lingus June 1997 - April 1998
Skills
Project Management, Business Analysis, Strategy, Project Planning, Management, Risk Management, Change Management, Financial Analysis, PowerPoint, Microsoft Excel, French, Spanish, Data Analysis, Excel Programming, Tableau, Airlines, Banking, Business Process..., VBA, Python, Derivatives, WordPress
Education
University College Dublin 1992 — 1996
MEconSc, Economics
University of Toronto
University of Toronto
Andrea Lazzer's TD Securities Experience February 2010 - Present
Job Analyst at TD Energy
Industry Oil & Energy
Experience
TD Securities February 2010 - Present
Upside Engineering Ltd. February 2008 - February 2010
Enbridge Pipelines July 2006 - July 2007
Education
University of Calgary 2000 — 2004
IBL
TD Securities February 2010 - Present
Upside Engineering Ltd. February 2008 - February 2010
Enbridge Pipelines July 2006 - July 2007
Education
University of Calgary 2000 — 2004
IBL
Magdalena Mocanu's TD Securities Experience September 2013 - Present
Job Business Analyst at TD
Industry Banking
Experience
TD Securities September 2013 - Present
RBC Capital Markets July 2011 - August 2013
TD Securities January 2011 - July 2011
Ontario Ministry of Government Services October 2008 - January 2010
RBC Capital Markets September 2007 - September 2008
CIBC January 2005 - December 2006
Ontario Ministry of Government Services December 2002 - January 2005
TD Securities July 2002 - December 2002
Marsh March 2001 - July 2002
Symcor September 1998 - March 2001
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Agile Methodologies, Enterprise Software, SOA, Microsoft SQL Server, Software Development, Java Enterprise Edition, XML, Quality Assurance, Waterfall, PMP, Systems Analysis, Enterprise Architecture, Web Services, Weblogic, Risk Management, ITIL, Requirements Gathering, Security, Integration, DB2, UML, Business Process..., Databases, Business Requirements, Data Warehousing, Software Project..., Vendor Management, IT Strategy, Business Process, Visio, Financial Services
Education
York University 2010 — 2011
Master Certificate in Business Analysis
1991 — 1996
BSc. Computer Science, Computer Science
Liceul Matematica si Fizica - Al. Ioan Cuza 1991 — 1996
TD Securities September 2013 - Present
RBC Capital Markets July 2011 - August 2013
TD Securities January 2011 - July 2011
Ontario Ministry of Government Services October 2008 - January 2010
RBC Capital Markets September 2007 - September 2008
CIBC January 2005 - December 2006
Ontario Ministry of Government Services December 2002 - January 2005
TD Securities July 2002 - December 2002
Marsh March 2001 - July 2002
Symcor September 1998 - March 2001
Skills
SDLC, Business Analysis, SQL, Requirements Analysis, Agile Methodologies, Enterprise Software, SOA, Microsoft SQL Server, Software Development, Java Enterprise Edition, XML, Quality Assurance, Waterfall, PMP, Systems Analysis, Enterprise Architecture, Web Services, Weblogic, Risk Management, ITIL, Requirements Gathering, Security, Integration, DB2, UML, Business Process..., Databases, Business Requirements, Data Warehousing, Software Project..., Vendor Management, IT Strategy, Business Process, Visio, Financial Services
Education
York University 2010 — 2011
Master Certificate in Business Analysis
1991 — 1996
BSc. Computer Science, Computer Science
Liceul Matematica si Fizica - Al. Ioan Cuza 1991 — 1996
Jennifer Skobel's TD Securities Experience 2000 - 2004
Job CPA
Industry Accounting
Experience
Vinmar International October 2009 - February 2012
PKF Texas March 2005 - September 2009
TD Securities 2000 - 2004
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
CAP, Accounting
University of St. Thomas (TX) 1995 — 1999
BBA, Finance
Vinmar International October 2009 - February 2012
PKF Texas March 2005 - September 2009
TD Securities 2000 - 2004
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
CAP, Accounting
University of St. Thomas (TX) 1995 — 1999
BBA, Finance
Chris Bryan,CPA's TD Securities Experience 2001 - 2004
Job Accounting and Reporting Manager at Cystic Fibrosis Services (a Walgreens Alliance Pharmacy)
Industry Accounting
Experience
Cystic Fibrosis Services (A Walgreens Alliance Pharmacy) December 2012 - Present
Cystic Fibrosis Pharmacy Foundation February 2009 - December 2012
Cystic Fibrosis Foundation Pharmacy February 2006 - February 2009
LaSalle Hotel Properties August 2004 - March 2006
TD Securities 2001 - 2004
Moody National Bank January 1999 - January 2000
Snyder & Snyder Certified Public January 1997 - January 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Marketing, Auditing, Finance, Management, Financial Statements, Internal Controls, CPA, Portfolio Management, Project Management, Financial Modeling, Budgets, Cash Management, Analysis
Education
University of Washington 2014 — 2015
Certficate Program, Business Intelligence - Building the Data Warehouse
University of Houston-Clear Lake 1994 — 1998
BS, Accounting
Cystic Fibrosis Services (A Walgreens Alliance Pharmacy) December 2012 - Present
Cystic Fibrosis Pharmacy Foundation February 2009 - December 2012
Cystic Fibrosis Foundation Pharmacy February 2006 - February 2009
LaSalle Hotel Properties August 2004 - March 2006
TD Securities 2001 - 2004
Moody National Bank January 1999 - January 2000
Snyder & Snyder Certified Public January 1997 - January 1998
Skills
Financial Reporting, Accounting, Financial Analysis, Accounts Payable, Marketing, Auditing, Finance, Management, Financial Statements, Internal Controls, CPA, Portfolio Management, Project Management, Financial Modeling, Budgets, Cash Management, Analysis
Education
University of Washington 2014 — 2015
Certficate Program, Business Intelligence - Building the Data Warehouse
University of Houston-Clear Lake 1994 — 1998
BS, Accounting
Peter Van de North's TD Securities Experience July 2001 - Present
Job
Industry Investment Banking
Experience
TD Securities July 2001 - Present
Skills
Capital Markets, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Notre Dame 1992 — 1996
BS, Civil Engineering
St. Thomas Academy 1988 — 1992
TD Securities July 2001 - Present
Skills
Capital Markets, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
University of Notre Dame 1992 — 1996
BS, Civil Engineering
St. Thomas Academy 1988 — 1992
Lucian Giurgiuculesei's TD Securities Experience April 2012 - Present
Job Software Developer Consultant
Industry Computer Software
Experience
TD Securities April 2012 - Present
Merrill Lynch July 2011 - April 2012
TD Securities November 2007 - April 2011
IHousing.ca June 2008 - November 2008
ES3 February 2007 - November 2007
ALPHA GLOBAL IT September 2006 - February 2007
SynerTrade August 2003 - August 2006
WEB2MARKET September 2004 - June 2005
Waters August 2002 - August 2003
Skills
Microsoft SQL Server, Web Services
Education
1999 — 2003
TD Securities April 2012 - Present
Merrill Lynch July 2011 - April 2012
TD Securities November 2007 - April 2011
IHousing.ca June 2008 - November 2008
ES3 February 2007 - November 2007
ALPHA GLOBAL IT September 2006 - February 2007
SynerTrade August 2003 - August 2006
WEB2MARKET September 2004 - June 2005
Waters August 2002 - August 2003
Skills
Microsoft SQL Server, Web Services
Education
1999 — 2003
Aliona Arestova's TD Securities Experience March 2015 - Present
Job QA Manager
Industry Computer Software
Experience
TD Securities March 2015 - Present
Sapient Global Markets September 2013 - March 2015
Montreal Exchange July 2012 - August 2013
Ally Bank September 2011 - July 2012
Lorillard May 2011 - August 2011
Liberty Mutual January 2010 - April 2011
Eli Lilly and Company Pharmaceuticals February 2008 - January 2010
UBS Investment Bank - Commodities IT June 2007 - February 2008
Thomson Reuters December 2005 - May 2007
Skills
Quality Center, Test Cases, Quality Assurance, Agile Methodologies, SDLC, Waterfall, Scrum, Software Quality..., Business Analysis, Manual Testing, Software Development, Test Planning, Management, User Acceptance Testing, System Testing, QTP, Microsoft SQL Server, Test Management, Test Automation, Regression Testing
Education
ITIL v3 Foundation 2009 — 2009
Certificate, ITIL
1999 — 2004
TD Securities March 2015 - Present
Sapient Global Markets September 2013 - March 2015
Montreal Exchange July 2012 - August 2013
Ally Bank September 2011 - July 2012
Lorillard May 2011 - August 2011
Liberty Mutual January 2010 - April 2011
Eli Lilly and Company Pharmaceuticals February 2008 - January 2010
UBS Investment Bank - Commodities IT June 2007 - February 2008
Thomson Reuters December 2005 - May 2007
Skills
Quality Center, Test Cases, Quality Assurance, Agile Methodologies, SDLC, Waterfall, Scrum, Software Quality..., Business Analysis, Manual Testing, Software Development, Test Planning, Management, User Acceptance Testing, System Testing, QTP, Microsoft SQL Server, Test Management, Test Automation, Regression Testing
Education
ITIL v3 Foundation 2009 — 2009
Certificate, ITIL
1999 — 2004
Cecile Baker's TD Securities Experience DirectorMerrill Lynch & Co2001 - 2007
Job Managing Director at TD Securities
Industry Investment Banking
Experience
TD Securities DirectorMerrill Lynch & Co2001 - 2007
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA
University of Pennsylvania
TD Securities DirectorMerrill Lynch & Co2001 - 2007
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA
University of Pennsylvania
Sandra Bernardo's TD Securities Experience 2003 - 2006
Job
Industry Financial Services
Experience
Bank of Montreal December 2008 - Present
Bank of Montreal December 2006 - November 2008
TD Securities 2003 - 2006
Skills
Commercial Lending, Commercial Banking, Banking, Relationship Management, Portfolio Management, Finance
Education
University of Toronto 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1998
Bachelor of Science, Biopsychology
Bank of Montreal December 2008 - Present
Bank of Montreal December 2006 - November 2008
TD Securities 2003 - 2006
Skills
Commercial Lending, Commercial Banking, Banking, Relationship Management, Portfolio Management, Finance
Education
University of Toronto 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1998
Bachelor of Science, Biopsychology
Ilaria Rubbini's TD Securities Experience September 2015 - Present
Job Corporate Credit Corporate Banking at TD
Industry Banking
Experience
TD Securities September 2015 - Present
European Investment Bank January 2010 - January 2015
Deloitte, Transaction Services September 2007 - March 2010
Ernst & Young Financial Business Advisors February 2006 - July 2007
Deloitte September 2004 - January 2006
Unicredit December 2003 - July 2004
Skills
Mergers & Acquisitions, Banking, Due Diligence, Capital Markets, Private Equity, Finance, English, Funding
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2004
TD Securities September 2015 - Present
European Investment Bank January 2010 - January 2015
Deloitte, Transaction Services September 2007 - March 2010
Ernst & Young Financial Business Advisors February 2006 - July 2007
Deloitte September 2004 - January 2006
Unicredit December 2003 - July 2004
Skills
Mergers & Acquisitions, Banking, Due Diligence, Capital Markets, Private Equity, Finance, English, Funding
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2004
Simon MacNair's TD Securities Experience June 2003 - August 2004
Job Connor Clark & Lunn Investment Management
Industry Investment Management
Experience
Connor, Clark & Lunn Investment Management September 2006 - Present
Bear Stearns September 2004 - August 2006
TD Securities June 2003 - August 2004
Skills
Credit Derivatives, Fixed Income, Risk Management, Derivatives, Capital Markets, Hedge Funds, Quantitative Finance, Bloomberg, Portfolio Management, Valuation, Quantitative Analytics, Risk Modeling, Risk Managemen, Bond Markets, Portfolio Optimization
Education
University of Wisconsin-Madison 1994 — 2000
PhD, Mathematics
The University of British Columbia 1989 — 1993
B.A., English and Mathematics
Connor, Clark & Lunn Investment Management September 2006 - Present
Bear Stearns September 2004 - August 2006
TD Securities June 2003 - August 2004
Skills
Credit Derivatives, Fixed Income, Risk Management, Derivatives, Capital Markets, Hedge Funds, Quantitative Finance, Bloomberg, Portfolio Management, Valuation, Quantitative Analytics, Risk Modeling, Risk Managemen, Bond Markets, Portfolio Optimization
Education
University of Wisconsin-Madison 1994 — 2000
PhD, Mathematics
The University of British Columbia 1989 — 1993
B.A., English and Mathematics
Anthony Maggio's TD Securities Experience September 1999 - Present
Job Vice President & Director at TD Securities
Industry Computer Networking
Experience
TD Securities September 1999 - Present
Sprint Paranet August 1998 - August 1999
Prudential Insurance February 1996 - May 1998
National Healthcare Resources 1995 - January 1996
Legal Information Technology 1994 - 1995
Skills
Palo Alto (4020), BGP, Disaster Recovery, Cisco Technologies, VMware, Infrastructure, Risk Management, Change Management, VoIP, Telecommunications, Vendor Management
Education
University of Massachusetts, Amherst 1992 — 1994
BS, Electrical Engineering
TD Securities September 1999 - Present
Sprint Paranet August 1998 - August 1999
Prudential Insurance February 1996 - May 1998
National Healthcare Resources 1995 - January 1996
Legal Information Technology 1994 - 1995
Skills
Palo Alto (4020), BGP, Disaster Recovery, Cisco Technologies, VMware, Infrastructure, Risk Management, Change Management, VoIP, Telecommunications, Vendor Management
Education
University of Massachusetts, Amherst 1992 — 1994
BS, Electrical Engineering
Sarah Esler's TD Securities Experience 2004 - 2007
Job Vice President Brookfield Financial Real Estate Group at Brookfield Asset Management
Industry Real Estate
Experience
Brookfield Asset Management 2007 - Present
TD Securities 2004 - 2007
Skills
Asset Managment, Valuation, Investments, Financial Modeling, Real Estate Financing, Commercial Real Estate, Commercial Real Estate..., Investment Properties, Loans, Brokerage, Commercial Mortgages, Credit Analysis, Corporate Finance, Mortgage Lending, Project Finance, DCF, Joint Ventures, Investors, Financial Analysis, Acquisitions, Corporate Real Estate, Disposition, Real Estate, Due Diligence, Real Estate Transactions, Real Estate Economics
Education
The University of British Columbia 1998 — 2002
Commerce, Urban Land Economics
Brookfield Asset Management 2007 - Present
TD Securities 2004 - 2007
Skills
Asset Managment, Valuation, Investments, Financial Modeling, Real Estate Financing, Commercial Real Estate, Commercial Real Estate..., Investment Properties, Loans, Brokerage, Commercial Mortgages, Credit Analysis, Corporate Finance, Mortgage Lending, Project Finance, DCF, Joint Ventures, Investors, Financial Analysis, Acquisitions, Corporate Real Estate, Disposition, Real Estate, Due Diligence, Real Estate Transactions, Real Estate Economics
Education
The University of British Columbia 1998 — 2002
Commerce, Urban Land Economics
Alistair Sumner's TD Securities Experience 2003 - 2005
Job Business Continuity and Disaster Recovery
Industry Management Consulting
Experience
Praxis Knowledge Systems Inc January 1995 - Present
Aikido Reishinkan July 1994 - Present
BMO Financial Group 2008 - 2010
Focused Management International 2000 - 2008
TD Waterhouse 2006 - 2007
RBC 2005 - 2005
TD Securities 2003 - 2005
BMO Nesbitt Burns 1999 - 2003
Diversey Corporation 1990 - 1995
American Cyanamid 1980 - 1989
Education
EXIN ITIL Foundation Certificate
Certificate, ITIL Foundation
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Policy & Finance
University of Liverpool 1971 — 1976
B Sc Hons, Organic Chemistry
Praxis Knowledge Systems Inc January 1995 - Present
Aikido Reishinkan July 1994 - Present
BMO Financial Group 2008 - 2010
Focused Management International 2000 - 2008
TD Waterhouse 2006 - 2007
RBC 2005 - 2005
TD Securities 2003 - 2005
BMO Nesbitt Burns 1999 - 2003
Diversey Corporation 1990 - 1995
American Cyanamid 1980 - 1989
Education
EXIN ITIL Foundation Certificate
Certificate, ITIL Foundation
University of Toronto - Rotman School of Management 1988 — 1990
MBA, Policy & Finance
University of Liverpool 1971 — 1976
B Sc Hons, Organic Chemistry
Luke Tilson's TD Securities Experience 2007 - Present
Job Vice President at TD Securities
Industry Oil & Energy
Experience
TD Securities 2007 - Present
Engage Energy 1997 - 2001
Skills
Derivatives, Risk Management, Capital Markets, Banking, Financial Risk, Trading Systems, PMP, Commodity Markets, Energy, Fixed Income, Project Management, Databases, Technology, Commodity Risk..., Financial Modeling, Credit Risk, Portfolio Management, Global Delivery, Global Strategy, Business Analysis, SDLC
Education
The University of Calgary 1997 — 2003
Bachelor's degree, Economics
TD Securities 2007 - Present
Engage Energy 1997 - 2001
Skills
Derivatives, Risk Management, Capital Markets, Banking, Financial Risk, Trading Systems, PMP, Commodity Markets, Energy, Fixed Income, Project Management, Databases, Technology, Commodity Risk..., Financial Modeling, Credit Risk, Portfolio Management, Global Delivery, Global Strategy, Business Analysis, SDLC
Education
The University of Calgary 1997 — 2003
Bachelor's degree, Economics
Songbo Du's TD Securities Experience November 2011 - Present
Job System Integrition Developer at TD Securities
Industry Computer Software
Experience
TD Securities November 2011 - Present
Asigra Inc. June 2009 - November 2011
Intel 2004 - 2007
Skills
Perl, Linux, Integration, C/C++ STL, Python, Linux KVM, Oracle PL/SQL..., Oracle RAC, Grid Computing, BSP, Embedded Operating..., Embedded Linux, Embedded C, Bash, MySQL, Linux System..., Linux Kernel, Software Development, Test Automation, CVS, PostgreSQL, Shell Scripting, Oracle, Subversion, System Architecture, Android, Unix, C, Eclipse, UML, C++
Education
University of Electronic Science and Technology 2002 — 2005
Master’s Degree, Computer Science
BBT
BBT
BBT
SWNU
TD Securities November 2011 - Present
Asigra Inc. June 2009 - November 2011
Intel 2004 - 2007
Skills
Perl, Linux, Integration, C/C++ STL, Python, Linux KVM, Oracle PL/SQL..., Oracle RAC, Grid Computing, BSP, Embedded Operating..., Embedded Linux, Embedded C, Bash, MySQL, Linux System..., Linux Kernel, Software Development, Test Automation, CVS, PostgreSQL, Shell Scripting, Oracle, Subversion, System Architecture, Android, Unix, C, Eclipse, UML, C++
Education
University of Electronic Science and Technology 2002 — 2005
Master’s Degree, Computer Science
BBT
BBT
BBT
SWNU
Rejean Beaulieu, P. Eng's TD Securities Experience November 2011 - September 2015
Job
Industry Investment Banking
Experience
TD September 2015 - Present
TD Securities November 2011 - September 2015
TD Securities March 2011 - March 2012
TD Securities July 2009 - March 2011
Pratt & Whitney Canada April 2007 - April 2009
Pratt & Whitney Canada September 2000 - April 2007
AECL June 1999 - September 2000
Skills
Credit Analysis, Derivatives, Equities, Financial Modeling, Credit, Bloomberg, Program Management, Fixed Income, Analysis, Credit Risk, Capital Markets, Risk Management
Education
York University - Schulich School of Business 2006 — 2009
MBA
University of Toronto 2001 — 2006
M. Eng
Université de Montréal - Ecole polytechnique de Montréal 1995 — 1999
B. Ing
TD September 2015 - Present
TD Securities November 2011 - September 2015
TD Securities March 2011 - March 2012
TD Securities July 2009 - March 2011
Pratt & Whitney Canada April 2007 - April 2009
Pratt & Whitney Canada September 2000 - April 2007
AECL June 1999 - September 2000
Skills
Credit Analysis, Derivatives, Equities, Financial Modeling, Credit, Bloomberg, Program Management, Fixed Income, Analysis, Credit Risk, Capital Markets, Risk Management
Education
York University - Schulich School of Business 2006 — 2009
MBA
University of Toronto 2001 — 2006
M. Eng
Université de Montréal - Ecole polytechnique de Montréal 1995 — 1999
B. Ing
Rashmi Bhuchar PMP's TD Securities Experience 2006 - 2007
Job Program Manager
Industry Information Technology and Services
Experience
TD February 2015 - Present
TMX Group May 2014 - February 2015
TD June 2012 - May 2014
Bank Of Nova Scotia September 2010 - June 2012
TD Bank Financial Group March 2009 - October 2010
Bank of Montreal July 2008 - March 2009
CGI July 2007 - June 2008
TD Securities 2006 - 2007
Skills
SDLC, PMO, PMP, Vendor Management, Project Portfolio..., Business Analysis, Project Delivery, Business Requirements, Risk Management, Software Project..., Requirements Analysis, Requirements Gathering, Change Management, Resource Management, IT Strategy, Leadership, Business Process, Data Warehousing, Project Management, MS Project, Visio, User Acceptance Testing, Governance, Business Process..., Process Improvement, Business Intelligence, Solution Architecture
Education
University of Jammu 1980 — 1984
M.A., Engish Literature
Project Management Institute
PMP, Project Management
University of Jammu
B. Sc., Biology
TD February 2015 - Present
TMX Group May 2014 - February 2015
TD June 2012 - May 2014
Bank Of Nova Scotia September 2010 - June 2012
TD Bank Financial Group March 2009 - October 2010
Bank of Montreal July 2008 - March 2009
CGI July 2007 - June 2008
TD Securities 2006 - 2007
Skills
SDLC, PMO, PMP, Vendor Management, Project Portfolio..., Business Analysis, Project Delivery, Business Requirements, Risk Management, Software Project..., Requirements Analysis, Requirements Gathering, Change Management, Resource Management, IT Strategy, Leadership, Business Process, Data Warehousing, Project Management, MS Project, Visio, User Acceptance Testing, Governance, Business Process..., Process Improvement, Business Intelligence, Solution Architecture
Education
University of Jammu 1980 — 1984
M.A., Engish Literature
Project Management Institute
PMP, Project Management
University of Jammu
B. Sc., Biology
Sameed Imran's TD Securities Experience November 2012 - May 2014
Job Investment Banking Summer Associate Technology, Media & Telecom Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
University of Michigan Ross School of Business June 2014 - Present
Plan International March 2015 - June 2015
TD Securities November 2012 - May 2014
TD July 2010 - October 2012
RBC Dominion Securities June 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Capital Markets, Finance, Credit Analysis, Corporate Finance, Valuation, Fixed Income, Credit Risk, Equities, Market Risk, Equity Research, Financial Analysis, Investments, Analysis, Banking, Derivatives, Strategy, Business Strategy, Risk Management, Management, Due Diligence, Research, Business Analysis, Economics, Leadership, Strategic Planning, Financial Services, Project Management, Credit, Financial Reporting, Financial Risk, Asset Management, Microsoft Office, Accounting, Financial Planning, Analytics, Financial Markets
Education
CFA Institute
Level II Candidate
CSI Global Education Inc. 2009 — 2010
Canadian Securities Course
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm., Finance, Economics
International School of Choueifat 2000 — 2006
AP Scholar, Physics, Chemistry, Calculus, Economics, Business Studies
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business
University of Toronto
Bank of America Merrill Lynch June 2015 - Present
University of Michigan Ross School of Business June 2014 - Present
Plan International March 2015 - June 2015
TD Securities November 2012 - May 2014
TD July 2010 - October 2012
RBC Dominion Securities June 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Capital Markets, Finance, Credit Analysis, Corporate Finance, Valuation, Fixed Income, Credit Risk, Equities, Market Risk, Equity Research, Financial Analysis, Investments, Analysis, Banking, Derivatives, Strategy, Business Strategy, Risk Management, Management, Due Diligence, Research, Business Analysis, Economics, Leadership, Strategic Planning, Financial Services, Project Management, Credit, Financial Reporting, Financial Risk, Asset Management, Microsoft Office, Accounting, Financial Planning, Analytics, Financial Markets
Education
CFA Institute
Level II Candidate
CSI Global Education Inc. 2009 — 2010
Canadian Securities Course
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm., Finance, Economics
International School of Choueifat 2000 — 2006
AP Scholar, Physics, Chemistry, Calculus, Economics, Business Studies
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business
University of Toronto
Rick Bloss's TD Securities Experience January 1999 - July 2008
Job Technical Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2011 - Present
NYSE Technologies (formerly Wombat Financial) September 2008 - September 2011
TD Securities January 1999 - July 2008
Stafford Trading 1998 - 2001
Skills
Market Data, Trading Systems, Low Latency, Middleware, Financial Markets, Unix, Linux, Options, Perl, Electronic Trading, Bash, Derivatives, Equities, Enterprise Architecture, FX Options, Technical Analysis, Trading, Equity Trading, Equity Derivatives, Commodity
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Charles Schwab September 2011 - Present
NYSE Technologies (formerly Wombat Financial) September 2008 - September 2011
TD Securities January 1999 - July 2008
Stafford Trading 1998 - 2001
Skills
Market Data, Trading Systems, Low Latency, Middleware, Financial Markets, Unix, Linux, Options, Perl, Electronic Trading, Bash, Derivatives, Equities, Enterprise Architecture, FX Options, Technical Analysis, Trading, Equity Trading, Equity Derivatives, Commodity
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Claudiu Spataru's TD Securities Experience January 2008 - July 2009
Job Senior Developer at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets December 2012 - Present
BMO Capital Markets December 2010 - December 2012
CGI August 2010 - December 2010
Scotiabank September 2009 - July 2010
TD Securities January 2008 - July 2009
BMO Capital Markets September 2006 - November 2007
Fidelity Information Services January 2004 - July 2006
CGI March 2003 - December 2003
Algorithmics October 2000 - November 2002
Oasis Technology 1998 - 2000
Education
Universitatea Transilvania din Brașov 1990 — 1995
Bachelor's, Mathematics, Information Technology
RBC Capital Markets December 2012 - Present
BMO Capital Markets December 2010 - December 2012
CGI August 2010 - December 2010
Scotiabank September 2009 - July 2010
TD Securities January 2008 - July 2009
BMO Capital Markets September 2006 - November 2007
Fidelity Information Services January 2004 - July 2006
CGI March 2003 - December 2003
Algorithmics October 2000 - November 2002
Oasis Technology 1998 - 2000
Education
Universitatea Transilvania din Brașov 1990 — 1995
Bachelor's, Mathematics, Information Technology
J. Kiel O'Sullivan's TD Securities Experience September 2008 - September 2010
Job Vice President at Tricon Capital Group Inc.
Industry Venture Capital & Private Equity
Experience
Tricon Capital Group Inc. September 2010 - Present
TD Securities September 2008 - September 2010
Skills
Finance, Investment Banking, Real Estate, Auditing, Valuation, Financial Modeling, Financial Advisory, Financial Analysis, Asset Management, Mergers & Acquisitions, Private Equity, Real Estate Private..., Due Diligence, Corporate Finance, Capital Markets, Investments, Bloomberg, Real Estate Financing, Real Estate Development, Real Estate Economics
Education
York University - Schulich School of Business 2004 — 2008
BBA, Business Administration
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Finance and Consulting
Tricon Capital Group Inc. September 2010 - Present
TD Securities September 2008 - September 2010
Skills
Finance, Investment Banking, Real Estate, Auditing, Valuation, Financial Modeling, Financial Advisory, Financial Analysis, Asset Management, Mergers & Acquisitions, Private Equity, Real Estate Private..., Due Diligence, Corporate Finance, Capital Markets, Investments, Bloomberg, Real Estate Financing, Real Estate Development, Real Estate Economics
Education
York University - Schulich School of Business 2004 — 2008
BBA, Business Administration
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Finance and Consulting
Ed Zarek's TD Securities Experience March 2002 - January 2010
Job Senior Portfolio Manager at Belvedere Trading, LLC
Industry Financial Services
Experience
Belvedere Trading, LLC September 2010 - Present
TD Securities March 2002 - January 2010
TD Securities January 2006 - July 2007
Stafford Trading - ZH Partners Joint Venture 1999 - 2002
Skills
C++ programming, R programming, Data Analysis, Quantitative Trading, Proprietary Option..., Risk Management, Java Programming, Portfolio Management, Proprietary Trading, Equities, Trading, Options, Derivatives, C++, ETFs, Quantitative Investing, Electronic Trading, Financial Markets, R, Equity Derivatives, Volatility, Securities, Java, Capital Markets, Trading Systems
Education
University of Iowa 1982 — 1986
BBA, Accounting
Belvedere Trading, LLC September 2010 - Present
TD Securities March 2002 - January 2010
TD Securities January 2006 - July 2007
Stafford Trading - ZH Partners Joint Venture 1999 - 2002
Skills
C++ programming, R programming, Data Analysis, Quantitative Trading, Proprietary Option..., Risk Management, Java Programming, Portfolio Management, Proprietary Trading, Equities, Trading, Options, Derivatives, C++, ETFs, Quantitative Investing, Electronic Trading, Financial Markets, R, Equity Derivatives, Volatility, Securities, Java, Capital Markets, Trading Systems
Education
University of Iowa 1982 — 1986
BBA, Accounting
Larisa Brencis's TD Securities Experience July 1998 - September 2008
Job President at Brencis Household
Industry Investment Banking
Experience
Brencis Manor October 2008 - Present
TD Securities July 1998 - September 2008
Stafford Trading 1998 - 2008
Education
Western Michigan University 1989 — 1995
Metalsmithing/Sculpture, Fine Arts
The University of Texas at Austin 1987 — 1988
Engineering
Bryan Adams High School 1984 — 1987
Latvian Center Garezers
Brencis Manor October 2008 - Present
TD Securities July 1998 - September 2008
Stafford Trading 1998 - 2008
Education
Western Michigan University 1989 — 1995
Metalsmithing/Sculpture, Fine Arts
The University of Texas at Austin 1987 — 1988
Engineering
Bryan Adams High School 1984 — 1987
Latvian Center Garezers
Jeff Manton's TD Securities Experience March 2004 - April 2009
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Nick Malouin's TD Securities Experience May 2007 - August 2009
Job Senior Consultant at Capgemini Consulting
Industry Management Consulting
Experience
Capgemini Consulting August 2012 - Present
Clinton Foundation June 2011 - August 2011
Kiva.org September 2009 - May 2010
TD Securities May 2007 - August 2009
Mellon Financial August 2006 - January 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Quantitative Analytics, Business Strategy, Data Analysis, Strategy, Competitive Analysis, Venture Capital, Strategic Consulting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Social Enterprise
Tufts University 2002 — 2006
BA, Economics
Capgemini Consulting August 2012 - Present
Clinton Foundation June 2011 - August 2011
Kiva.org September 2009 - May 2010
TD Securities May 2007 - August 2009
Mellon Financial August 2006 - January 2007
Skills
Financial Modeling, Emerging Markets, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Quantitative Analytics, Business Strategy, Data Analysis, Strategy, Competitive Analysis, Venture Capital, Strategic Consulting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Social Enterprise
Tufts University 2002 — 2006
BA, Economics
Robert Ji's TD Securities Experience November 2012 - Present
Job Developer at TD Securities
Industry Investment Banking
Experience
TD Securities November 2012 - Present
Accenture/Morgan Stanley February 2010 - November 2012
LYZ Capital Advisors LLC August 2007 - November 2009
OTA Asset Management January 2007 - July 2007
University of Houston June 2004 - December 2006
CERN 2006 - 2006
Telescan, Inc September 1999 - June 2001
University of Houston May 1998 - August 1999
Education
University of Houston 2002 — 2006
Ph.D program, Computer Science
University of Houston 1997 — 2001
M.Sc, Computer Science
University of Science and Technology of China
B.Sc, Geophysics
TD Securities November 2012 - Present
Accenture/Morgan Stanley February 2010 - November 2012
LYZ Capital Advisors LLC August 2007 - November 2009
OTA Asset Management January 2007 - July 2007
University of Houston June 2004 - December 2006
CERN 2006 - 2006
Telescan, Inc September 1999 - June 2001
University of Houston May 1998 - August 1999
Education
University of Houston 2002 — 2006
Ph.D program, Computer Science
University of Houston 1997 — 2001
M.Sc, Computer Science
University of Science and Technology of China
B.Sc, Geophysics
Ana Borsai's TD Securities Experience January 2010 - August 2011
Job Sr.QA Analyst at Bell Canada CIBC ECCO Program
Industry Computer Software
Experience
Bell Canada- CIBC ECCO Program May 2015 - Present
TD Wealth Management November 2011 - November 2014
TD Securities January 2010 - August 2011
CIBC March 2009 - December 2009
INTRIA Items Inc. June 2007 - February 2009
Ministry of Finance Romania January 2003 - July 2006
Skills
Testing, Quality Assurance, User Acceptance Testing, Quality Center, Test Cases, Software Quality..., SDLC, Manual Testing, Regression Testing, Requirements Analysis, QTP, Agile Methodologies, Requirements Gathering, Visio, Defect Tracking, System Testing, Databases, JIRA, Leadership, XML, Waterfall, Functional Testing, Agile Testing, Test Strategy, Test Automation, Test Management, Test Planning, Business Requirements, HP Quality Center
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Computer Science
Bell Canada- CIBC ECCO Program May 2015 - Present
TD Wealth Management November 2011 - November 2014
TD Securities January 2010 - August 2011
CIBC March 2009 - December 2009
INTRIA Items Inc. June 2007 - February 2009
Ministry of Finance Romania January 2003 - July 2006
Skills
Testing, Quality Assurance, User Acceptance Testing, Quality Center, Test Cases, Software Quality..., SDLC, Manual Testing, Regression Testing, Requirements Analysis, QTP, Agile Methodologies, Requirements Gathering, Visio, Defect Tracking, System Testing, Databases, JIRA, Leadership, XML, Waterfall, Functional Testing, Agile Testing, Test Strategy, Test Automation, Test Management, Test Planning, Business Requirements, HP Quality Center
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Computer Science
Joseph Notaro's TD Securities Experience 2010 - Present
Job Vice President, US Rates Sales
Industry Financial Services
Experience
TD Securities 2010 - Present
RBS 2008 - 2010
Cantor Fitzgerald February 2007 - 2008
Wachovia Securities 2003 - 2007
Wachovia Bank 2001 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Equities, Bonds, Securities, Capital Markets, Trading, Derivatives, Financial Markets, Hedge Funds, Options, Investments, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Connecticut School of Business
MBA in progress, Finance, 3.75 GPA
Western Connecticut State University
BBA, Finance
TD Securities 2010 - Present
RBS 2008 - 2010
Cantor Fitzgerald February 2007 - 2008
Wachovia Securities 2003 - 2007
Wachovia Bank 2001 - 2003
Skills
Series 7, Fixed Income, Bloomberg, Series 63, Equities, Bonds, Securities, Capital Markets, Trading, Derivatives, Financial Markets, Hedge Funds, Options, Investments, Electronic Trading, Equity Derivatives, Middle Office
Education
The University of Connecticut School of Business
MBA in progress, Finance, 3.75 GPA
Western Connecticut State University
BBA, Finance
Laura Wise's TD Securities Experience April 2014 - Present
Job Business Analyst at TD Securities
Industry Government Administration
Experience
TD Securities April 2014 - Present
Government of Ontario, MOHLTC August 2013 - April 2014
Central East Local Health Integration Network May 2012 - August 2013
TD Securities August 2008 - June 2011
RBC Wealth Management January 2008 - August 2008
RBC November 2006 - January 2008
Skills
Risk Management, Business Analysis, Policy Analysis, Banking, Data Analysis, Financial Analysis, Research, Public Policy, Strategic Planning
Education
Queens 2011 — 2012
MPA, Public Policy and Public Administration
The University of Calgary 2001 — 2006
B.A, Political Science
TD Securities April 2014 - Present
Government of Ontario, MOHLTC August 2013 - April 2014
Central East Local Health Integration Network May 2012 - August 2013
TD Securities August 2008 - June 2011
RBC Wealth Management January 2008 - August 2008
RBC November 2006 - January 2008
Skills
Risk Management, Business Analysis, Policy Analysis, Banking, Data Analysis, Financial Analysis, Research, Public Policy, Strategic Planning
Education
Queens 2011 — 2012
MPA, Public Policy and Public Administration
The University of Calgary 2001 — 2006
B.A, Political Science
Scott Dennison's TD Securities Experience 2001 - 2005
Job Trader at Ronin Capital
Industry Financial Services
Experience
Ronin Capital June 2005 - Present
TD Securities 2001 - 2005
Stafford Trading 1999 - 2002
GBAR 1994 - 1999
Skills
Proprietary Trading, Options, Market Making, Trading Systems, Electronic Trading, Volatility, Trading Strategies, Trading, Equity Derivatives, Derivatives, Hedging, Equities, Portfolio Management, Securities, Risk Management, Bonds, Financial Markets, Financial Risk, Series 7, Commodity, Volatility Arbitrage, Investments, ETFs, Equity Trading
Education
University of Iowa 1989 — 1993
Bachelor of Science, Finance and Economics
Ronin Capital June 2005 - Present
TD Securities 2001 - 2005
Stafford Trading 1999 - 2002
GBAR 1994 - 1999
Skills
Proprietary Trading, Options, Market Making, Trading Systems, Electronic Trading, Volatility, Trading Strategies, Trading, Equity Derivatives, Derivatives, Hedging, Equities, Portfolio Management, Securities, Risk Management, Bonds, Financial Markets, Financial Risk, Series 7, Commodity, Volatility Arbitrage, Investments, ETFs, Equity Trading
Education
University of Iowa 1989 — 1993
Bachelor of Science, Finance and Economics
Polly Han's TD Securities Experience January 2011 - April 2011
Job MMF
Industry Financial Services
Experience
Office of the Superintendent of Financial Institutions of Canada September 2014 - Present
Office of the Superintendent of Financial Institutions of Canada August 2011 - August 2014
TD Securities January 2011 - April 2011
Ontario Teachers' Pension Plan September 2009 - December 2009
Swiss Re January 2009 - April 2009
Swiss Re May 2008 - August 2008
Skills
Operational Risk, BASEL III, Risk Management, Matlab, Financial Modeling, Actuarial Science, Quantitative Finance
Education
University of Toronto 2010 — 2011
Masters, Mathematical Finance
The University of Hong Kong 2010 — 2010
Bachelor, Actuarial Science
University of Waterloo 2005 — 2010
Bachelor, Actuarial Science Minoring in Statistics
Office of the Superintendent of Financial Institutions of Canada September 2014 - Present
Office of the Superintendent of Financial Institutions of Canada August 2011 - August 2014
TD Securities January 2011 - April 2011
Ontario Teachers' Pension Plan September 2009 - December 2009
Swiss Re January 2009 - April 2009
Swiss Re May 2008 - August 2008
Skills
Operational Risk, BASEL III, Risk Management, Matlab, Financial Modeling, Actuarial Science, Quantitative Finance
Education
University of Toronto 2010 — 2011
Masters, Mathematical Finance
The University of Hong Kong 2010 — 2010
Bachelor, Actuarial Science
University of Waterloo 2005 — 2010
Bachelor, Actuarial Science Minoring in Statistics
Ervin Duka's TD Securities Experience November 2007 - Present
Job Operations analyst at TD Securities
Industry Banking
Experience
TD Securities November 2007 - Present
Skills
Banking, Valuation, Accounting, Risk Management, Lines Of Credit, Small Business Lending, Deposits, Financial Modeling, Fixed Income, Business Analysis, Core Banking, Financial Analysis, Credit Analysis, Corporate Finance, Financial Risk, Consumer Lending, Credit, Credit Risk, Loans, Securities, Mutual Funds, Financial Services, Derivatives, Portfolio Management, Investments, Retail Banking, Cash Management, Strategic Financial..., Commercial Banking, Economics, Operational Risk, FX Options, Treasury Management, Bloomberg, KYC, Mortgage Lending, Credit Cards, Relationship Management, AML, Bonds, Finance, Wealth Management, Investment Banking, Equities, Commercial Lending, Branch Banking, Payments, Cross Selling, Branch Management, Back Office
Education
Worcester State College 2002 — 2005
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Universiteti i Tiranës 1993 — 1997
Bachelor's, Economics
TD Securities November 2007 - Present
Skills
Banking, Valuation, Accounting, Risk Management, Lines Of Credit, Small Business Lending, Deposits, Financial Modeling, Fixed Income, Business Analysis, Core Banking, Financial Analysis, Credit Analysis, Corporate Finance, Financial Risk, Consumer Lending, Credit, Credit Risk, Loans, Securities, Mutual Funds, Financial Services, Derivatives, Portfolio Management, Investments, Retail Banking, Cash Management, Strategic Financial..., Commercial Banking, Economics, Operational Risk, FX Options, Treasury Management, Bloomberg, KYC, Mortgage Lending, Credit Cards, Relationship Management, AML, Bonds, Finance, Wealth Management, Investment Banking, Equities, Commercial Lending, Branch Banking, Payments, Cross Selling, Branch Management, Back Office
Education
Worcester State College 2002 — 2005
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Universiteti i Tiranës 1993 — 1997
Bachelor's, Economics
Iris Wu's TD Securities Experience January 2015 - Present
Job Investment Banking Analyst at TD Securities
Industry Investment Banking
Experience
TD Securities January 2015 - Present
PwC September 2013 - December 2014
PwC January 2012 - March 2012
Marathon Oil Company May 2011 - August 2011
Skills
Accounting, Financial Reporting, Financial Accounting, US GAAP, Assurance, GAAP, Auditing
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
Master of Science (MS), Accountancy
University of Houston, C.T. Bauer College of Business 2008 — 2012
BBA, Accounting/PPA
TD Securities January 2015 - Present
PwC September 2013 - December 2014
PwC January 2012 - March 2012
Marathon Oil Company May 2011 - August 2011
Skills
Accounting, Financial Reporting, Financial Accounting, US GAAP, Assurance, GAAP, Auditing
Education
University of Houston, C.T. Bauer College of Business 2012 — 2013
Master of Science (MS), Accountancy
University of Houston, C.T. Bauer College of Business 2008 — 2012
BBA, Accounting/PPA
Jessica Bruining's TD Securities Experience April 2011 - Present
Job Analyst at TD Securities
Industry Banking
Experience
TD Securities April 2011 - Present
TD Securities June 2009 - April 2011
TD Canada Trust July 2008 - March 2010
Lost Villages Museum May 2003 - September 2005
Education
Trent University 2003 — 2008
Honours, Business Administration, Psychology
TD Securities April 2011 - Present
TD Securities June 2009 - April 2011
TD Canada Trust July 2008 - March 2010
Lost Villages Museum May 2003 - September 2005
Education
Trent University 2003 — 2008
Honours, Business Administration, Psychology
William Kellett's TD Securities Experience April 2006 - Present
Job Global Head FX Spot and Options Trading
Industry Investment Banking
Experience
TD Securities April 2006 - Present
Skills
FX Options, Fixed Income, Derivatives, Capital Markets, Bloomberg, Trading, Trading Systems, Electronic Trading, Financial Markets, Equities, Market Risk, Bonds, Options, Banking, Swaps
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce (B.Com.), Finance, General (With Distinction)
TD Securities April 2006 - Present
Skills
FX Options, Fixed Income, Derivatives, Capital Markets, Bloomberg, Trading, Trading Systems, Electronic Trading, Financial Markets, Equities, Market Risk, Bonds, Options, Banking, Swaps
Education
The University of Calgary 1998 — 2002
Bachelor of Commerce (B.Com.), Finance, General (With Distinction)
Yicent Chen's TD Securities Experience October 2013 - July 2014
Job Model Vetting Specialist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
TD Securities October 2013 - July 2014
TD Securities November 2012 - October 2013
SFU Beedie School of Business - Simon Fraser University August 2012 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
TP Systems Ltd. May 2010 - December 2011
TP Systems Ltd. August 2009 - April 2010
UBC Mathematics Department - University of British Columbia January 2008 - April 2009
IBM Canada Ltd. September 2006 - April 2007
Education
Simon Fraser University 2011 — 2012
Master of Science (M.Sc.), Finance
The University of British Columbia / UBC 2003 — 2009
Bachelor of Science (B.Sc.), Computer Science with a double minor in Mathematics and Commerce
BMO Capital Markets August 2014 - Present
TD Securities October 2013 - July 2014
TD Securities November 2012 - October 2013
SFU Beedie School of Business - Simon Fraser University August 2012 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
TP Systems Ltd. May 2010 - December 2011
TP Systems Ltd. August 2009 - April 2010
UBC Mathematics Department - University of British Columbia January 2008 - April 2009
IBM Canada Ltd. September 2006 - April 2007
Education
Simon Fraser University 2011 — 2012
Master of Science (M.Sc.), Finance
The University of British Columbia / UBC 2003 — 2009
Bachelor of Science (B.Sc.), Computer Science with a double minor in Mathematics and Commerce
Jared Tootell's TD Securities Experience March 2009 - Present
Job Director at TD Securities (USA) LLC
Industry Banking
Experience
TD Securities (USA) LLC January 2012 - Present
TD Securities March 2009 - Present
Credit Suisse June 2000 - February 2009
Education
University of Delaware 1995 — 1999
BS Business Administration, Operations Management, Economics
TD Securities (USA) LLC January 2012 - Present
TD Securities March 2009 - Present
Credit Suisse June 2000 - February 2009
Education
University of Delaware 1995 — 1999
BS Business Administration, Operations Management, Economics
Zack Pan's TD Securities Experience November 1999 - October 2010
Job VP, Head of Development
Industry Banking
Experience
Global Clearing Firm February 2011 - Present
Sun Trading LLC November 2010 - January 2011
TD Securities November 1999 - October 2010
Education
清华大学
Global Clearing Firm February 2011 - Present
Sun Trading LLC November 2010 - January 2011
TD Securities November 1999 - October 2010
Education
清华大学
Chuck Warnica's TD Securities Experience January 2013 - August 2013
Job Director Energy Group at National Bank of Canada
Industry Oil & Energy
Experience
National Bank of Canada August 2013 - Present
Haskayne 24 Hour MBA Case Competition August 2010 - Present
TD Securities January 2013 - August 2013
CIBC Commercial Banking April 2012 - January 2013
CIBC Commercial Banking April 2011 - March 2012
Fame Biorefinery Corp April 2010 - April 2011
Skills
Financial Analysis, Entrepreneurship, Fundraising, Business Development, Management, Finance
Education
University of Calgary 2008 — 2010
MBA
University of Calgary 2001 — 2005
BSc
CFA Institute
National Bank of Canada August 2013 - Present
Haskayne 24 Hour MBA Case Competition August 2010 - Present
TD Securities January 2013 - August 2013
CIBC Commercial Banking April 2012 - January 2013
CIBC Commercial Banking April 2011 - March 2012
Fame Biorefinery Corp April 2010 - April 2011
Skills
Financial Analysis, Entrepreneurship, Fundraising, Business Development, Management, Finance
Education
University of Calgary 2008 — 2010
MBA
University of Calgary 2001 — 2005
BSc
CFA Institute
Nithya Venkatesh Brahmadesam's TD Securities Experience March 2012 - September 2012
Job Employee at US Bancorp
Industry Investment Banking
Experience
US Bank Corp February 2015 - Present
Calypso Technology October 2012 - December 2014
TD Securities March 2012 - September 2012
J.P. Morgan June 2008 - February 2012
Bear Stearns September 2000 - May 2008
Bear Stearns May 1998 - September 2000
Chase Manhattan Bank September 1997 - March 1998
SR Associates July 1996 - May 1997
Deutsche software 1995 - 1996
Skills
C++, Java, Visual C++, Equity Derivatives, Fixed Income, Calypso, Front Office, Middle Office, Options, Credit Derivatives, Multithreading, Ion trading, Electornic Trading, Trading, Equities, Interest Rate..., Trading Systems, Financial Risk, Derivatives, FX Options, Market Data, Electronic Trading, Investment Banking
Education
University of Madras 1992 — 1995
MCA, Computer Science
University of Madras 1989 — 1992
BS, Mathematics
Hindu Senior Secondary School, Madras
US Bank Corp February 2015 - Present
Calypso Technology October 2012 - December 2014
TD Securities March 2012 - September 2012
J.P. Morgan June 2008 - February 2012
Bear Stearns September 2000 - May 2008
Bear Stearns May 1998 - September 2000
Chase Manhattan Bank September 1997 - March 1998
SR Associates July 1996 - May 1997
Deutsche software 1995 - 1996
Skills
C++, Java, Visual C++, Equity Derivatives, Fixed Income, Calypso, Front Office, Middle Office, Options, Credit Derivatives, Multithreading, Ion trading, Electornic Trading, Trading, Equities, Interest Rate..., Trading Systems, Financial Risk, Derivatives, FX Options, Market Data, Electronic Trading, Investment Banking
Education
University of Madras 1992 — 1995
MCA, Computer Science
University of Madras 1989 — 1992
BS, Mathematics
Hindu Senior Secondary School, Madras
Wendy Hu's TD Securities Experience December 2011 - March 2013
Job IT Business Analyst at TD Securities
Industry Financial Services
Experience
TD Securities December 2011 - March 2013
CPAS Systems Inc., A Xerox Company January 2010 - April 2010
TD Securities September 2008 - December 2008
Education
University of Waterloo 2007 — 2011
Bachelor of Mathematics, Math/Financial Analysis and Risk Management, Statistics
The University of British Columbia
Computer Science
TD Securities December 2011 - March 2013
CPAS Systems Inc., A Xerox Company January 2010 - April 2010
TD Securities September 2008 - December 2008
Education
University of Waterloo 2007 — 2011
Bachelor of Mathematics, Math/Financial Analysis and Risk Management, Statistics
The University of British Columbia
Computer Science
Jonathan Patterson, CFA's TD Securities Experience 2009 - February 2013
Job Associate Vice President, Liquidity Risk Management, TD Bank Group
Industry Banking
Experience
TD Bank Group September 2015 - Present
TD Bank Group February 2013 - Present
TD Securities 2009 - February 2013
TD Securities 2008 - 2009
TD Securities, Treasury Credit 2006 - 2008
TD Securities 2004 - 2006
TD Waterhouse 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Collateral Management, Market Risk, Credit Risk
Education
CFA Institute
CFA
University of Guelph 1995 — 1999
B.Comm, Management Economics in Industry and Finance
TD Bank Group September 2015 - Present
TD Bank Group February 2013 - Present
TD Securities 2009 - February 2013
TD Securities 2008 - 2009
TD Securities, Treasury Credit 2006 - 2008
TD Securities 2004 - 2006
TD Waterhouse 2002 - 2004
TD Waterhouse 2000 - 2002
Skills
Collateral Management, Market Risk, Credit Risk
Education
CFA Institute
CFA
University of Guelph 1995 — 1999
B.Comm, Management Economics in Industry and Finance
Josh Hollander, CFA's TD Securities Experience January 2011 - Present
Job Director Credit Management at TD Securities
Industry Banking
Experience
TD Securities January 2011 - Present
TD Securities September 2008 - December 2010
Morgan Stanley December 2007 - July 2008
Morgan Stanley September 2004 - November 2007
Morgan Stanley June 2003 - September 2004
KPMG June 2002 - June 2003
Howard County Public Schools September 2001 - June 2002
Skills
MBS, ABS, Securitization, Structured Products, Capital Markets, Fixed Income, Intex, Credit Analysis, Loans, Financial Structuring, Banking, Structured Finance, Portfolio Management, Investments, Credit, Risk Management, Securities, Financial Modeling, Bonds, Financial Risk, Management, Investment Banking
Education
University of Maryland College Park 1997 — 2001
BS, Business - Decision and Information Sciences
TD Securities January 2011 - Present
TD Securities September 2008 - December 2010
Morgan Stanley December 2007 - July 2008
Morgan Stanley September 2004 - November 2007
Morgan Stanley June 2003 - September 2004
KPMG June 2002 - June 2003
Howard County Public Schools September 2001 - June 2002
Skills
MBS, ABS, Securitization, Structured Products, Capital Markets, Fixed Income, Intex, Credit Analysis, Loans, Financial Structuring, Banking, Structured Finance, Portfolio Management, Investments, Credit, Risk Management, Securities, Financial Modeling, Bonds, Financial Risk, Management, Investment Banking
Education
University of Maryland College Park 1997 — 2001
BS, Business - Decision and Information Sciences
Brendan Kearney's TD Securities Experience April 2013 - Present
Job Analyst, Credit Management at TD Securities
Industry Financial Services
Experience
TD Securities April 2013 - Present
Moody's Investors Service August 2009 - March 2013
Moody's Investors Service November 2008 - August 2009
Education
State University of New York at Albany 2004 — 2008
BS, Finance, Management, Economics
TD Securities April 2013 - Present
Moody's Investors Service August 2009 - March 2013
Moody's Investors Service November 2008 - August 2009
Education
State University of New York at Albany 2004 — 2008
BS, Finance, Management, Economics
Isana Tsui's TD Securities Experience 2010 - 2014
Job Senior Analyst Liquidity Risk at TD Bank Group
Industry Banking
Experience
TD Bank Financial Group 2014 - Present
TD Securities 2010 - 2014
Morgan Stanley 2008 - 2009
TD Waterhouse 2005 - 2008
CIBC Mellon 2005 - 2005
Skills
Capital Markets, Equity Derivatives, Equities, Interest Rate..., P&L Analysis, Valuation, Attribution, Risk Management, Structured Products, Pricing Analysis, Funding, Options, Investments, Fixed Income, Online Brokerage, Financial Analysis, Portfolio Management
Education
University of London
MBA Candidate
Professional Risk Managers' International Association
PRM Candidate
Bloomberg Certification
Equities
Canadian Securities Institute
CSC, CPH, DFC, OLC, FRM
University of Toronto
Hon.B.A.
TD Bank Financial Group 2014 - Present
TD Securities 2010 - 2014
Morgan Stanley 2008 - 2009
TD Waterhouse 2005 - 2008
CIBC Mellon 2005 - 2005
Skills
Capital Markets, Equity Derivatives, Equities, Interest Rate..., P&L Analysis, Valuation, Attribution, Risk Management, Structured Products, Pricing Analysis, Funding, Options, Investments, Fixed Income, Online Brokerage, Financial Analysis, Portfolio Management
Education
University of London
MBA Candidate
Professional Risk Managers' International Association
PRM Candidate
Bloomberg Certification
Equities
Canadian Securities Institute
CSC, CPH, DFC, OLC, FRM
University of Toronto
Hon.B.A.
Yan Siprin's TD Securities Experience June 2005 - December 2006
Job Attorney at Siprin Law Offices PLLC
Industry Legal Services
Experience
Siprin Law Offices, PLLC January 2009 - Present
WaMu January 2007 - August 2008
TD Securities June 2005 - December 2006
KPMG 2004 - June 2005
Deloitte Tax LLP August 2001 - November 2004
Baker & McKenzie 1996 - 1998
Skills
Litigation, Personal Injury, Commercial Litigation, Civil Litigation, Criminal Law, Insurance Law
Education
University of Washington School of Law 2000 — 2001
LL.M., Tax and Law
University of Miami School of Law 1994 — 1997
J.D., Law
University of Washington 1990 — 1994
B.A., English
Siprin Law Offices, PLLC January 2009 - Present
WaMu January 2007 - August 2008
TD Securities June 2005 - December 2006
KPMG 2004 - June 2005
Deloitte Tax LLP August 2001 - November 2004
Baker & McKenzie 1996 - 1998
Skills
Litigation, Personal Injury, Commercial Litigation, Civil Litigation, Criminal Law, Insurance Law
Education
University of Washington School of Law 2000 — 2001
LL.M., Tax and Law
University of Miami School of Law 1994 — 1997
J.D., Law
University of Washington 1990 — 1994
B.A., English
Randy Neely's TD Securities Experience 2000 - 2004
Job Vice President Finance and CFO at TransGlobe Energy Corporation
Industry Oil & Energy
Experience
TransGlobe Energy Corporation May 2012 - Present
Zodiac Exploration Inc. May 2009 - May 2012
Black Pearl Exploration September 2007 - January 2009
Trident Exploration January 2004 - August 2007
TD Securities 2000 - 2004
Education
The University of Calgary 1988 — 1992
Bachelor of Commerce, Accounting
TransGlobe Energy Corporation May 2012 - Present
Zodiac Exploration Inc. May 2009 - May 2012
Black Pearl Exploration September 2007 - January 2009
Trident Exploration January 2004 - August 2007
TD Securities 2000 - 2004
Education
The University of Calgary 1988 — 1992
Bachelor of Commerce, Accounting
Ranhao Lin's TD Securities Experience 2004 - 2005
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets VPBank of Montreal2006 - 2011
TD Securities 2004 - 2005
Education
Tsinghua University
BMO Capital Markets VPBank of Montreal2006 - 2011
TD Securities 2004 - 2005
Education
Tsinghua University
Aaron Bilkoski's TD Securities Experience October 2009 - Present
Job Oil & Gas Equity Research at TD Securities
Industry Capital Markets
Experience
TD Securities October 2009 - Present
Salman Partners Inc. 2006 - 2009
Education
University of Calgary
TD Securities October 2009 - Present
Salman Partners Inc. 2006 - 2009
Education
University of Calgary
Santi Giunta's TD Securities Experience January 2006 - January 2011
Job Wealth Operations Officer
Industry Financial Services
Experience
TD Wealth Management November 2012 - Present
TD SECURITIES January 2006 - January 2011
First Associates January 2004 - January 2005
BMO NESBITT BURNS INC January 1999 - January 2003
Education
Toronto School of Business
Hotel and Restaurant Management
TD Wealth Management November 2012 - Present
TD SECURITIES January 2006 - January 2011
First Associates January 2004 - January 2005
BMO NESBITT BURNS INC January 1999 - January 2003
Education
Toronto School of Business
Hotel and Restaurant Management
Gordon Hynes, CFA's TD Securities Experience May 2005 - Present
Job Vice President & Director at TD Securities
Industry Capital Markets
Experience
TD Securities May 2005 - Present
NHL Alumni 1987 - 2001
Education
University of Calgary 2003 — 2005
MBA, Finance
TD Securities May 2005 - Present
NHL Alumni 1987 - 2001
Education
University of Calgary 2003 — 2005
MBA, Finance
Ben Fagan's TD Securities Experience February 2013 - January 2014
Job IT Business Analyst at TD Bank Group
Industry Banking
Experience
BMO Capital Markets January 2014 - Present
TD Securities February 2013 - January 2014
TD Securities April 2011 - January 2013
PlanPlus Inc. January 2009 - March 2011
Skills
Calypso, Trading Systems, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Markets, Trading, Options, Electronic Trading, Investment Banking, SQL, Financial Analysis, VBA, Equities, Risk Management, Finance, Market Risk
Education
University of Michigan 2007 — 2009
MSFE, Financial Engineering
UOIT 2003 — 2007
B.Eng, Manufacturing
BMO Capital Markets January 2014 - Present
TD Securities February 2013 - January 2014
TD Securities April 2011 - January 2013
PlanPlus Inc. January 2009 - March 2011
Skills
Calypso, Trading Systems, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Markets, Trading, Options, Electronic Trading, Investment Banking, SQL, Financial Analysis, VBA, Equities, Risk Management, Finance, Market Risk
Education
University of Michigan 2007 — 2009
MSFE, Financial Engineering
UOIT 2003 — 2007
B.Eng, Manufacturing
David Milne's TD Securities Experience November 2002 - December 2007
Job VicePresident, Quantitative Solutions at CIBC
Industry Capital Markets
Experience
CIBC August 2013 - Present
IBM January 2012 - August 2013
Algorithmics, an IBM Company September 2010 - December 2011
RBC Dexia Investor Services December 2007 - September 2010
TD Securities November 2002 - December 2007
Skills
Risk Management, Quantitative Finance, Product Development
Education
The University of Georgia 1996 — 1998
Doctoral Studies, Mathematics
University of Toronto 1994 — 1996
M.Sc., Mathematics
University of Toronto 1991 — 1994
B.Sc., Mathematics, High Distinction
CIBC August 2013 - Present
IBM January 2012 - August 2013
Algorithmics, an IBM Company September 2010 - December 2011
RBC Dexia Investor Services December 2007 - September 2010
TD Securities November 2002 - December 2007
Skills
Risk Management, Quantitative Finance, Product Development
Education
The University of Georgia 1996 — 1998
Doctoral Studies, Mathematics
University of Toronto 1994 — 1996
M.Sc., Mathematics
University of Toronto 1991 — 1994
B.Sc., Mathematics, High Distinction
Jessica Rodgers, CAMS's TD Securities Experience July 2014 - April 2015
Job Senior AML Compliance Officer at TD Securities
Industry Financial Services
Experience
Exotix USA Inc May 2010 - Present
Exotix USA Inc May 2010 - Present
TD Securities July 2014 - April 2015
Jed Root August 2006 - May 2010
Skills
Securities, KYC, OFAC, USA PATRIOT Act, Fixed Income, AML, Financial Regulation, FinCEN, Emerging Markets, Sanction, Compliance, Series 7, Series 63, Series 99
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
Exotix USA Inc May 2010 - Present
Exotix USA Inc May 2010 - Present
TD Securities July 2014 - April 2015
Jed Root August 2006 - May 2010
Skills
Securities, KYC, OFAC, USA PATRIOT Act, Fixed Income, AML, Financial Regulation, FinCEN, Emerging Markets, Sanction, Compliance, Series 7, Series 63, Series 99
Education
UCLA 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial