TD Wealth Management

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TD Wealth Management Employees

Employee
Years
Job
Industry
Karen Keegans Karen Keegans Greater New York City Area Details
Karen Keegans's TD Wealth Management Experience 1997 - 2000
Job Chief Human Resources Officer at Praxair
Industry Chemicals
Experience
Praxair  April 2014 - Present
Praxair  November 2012 - March 2014
Monsanto  June 2011 - November 2012
Monsanto  October 2009 - June 2011
Monsanto  April 2008 - October 2009
Monsanto  February 2007 - April 2008
Palliser  2006 - 2007
TeleTech  2000 - 2006
TD Wealth Management   1997 - 2000
TD  1995 - 1997

Skills
Succession Planning, Labor Relations, Leadership, Talent Management, Strategic Planning, Deferred Compensation, Human Resources, Employee Relations, Employee Engagement, Manufacturing, Onboarding, Workforce Planning, Organizational Design, Recruiting, Change Management, Management, HR Policies, Performance Management, Employee Benefits, Personnel Management, Strategy, HRIS, Product Management, Leadership Development, Process Improvement, Organizational..., Talent Acquisition, Coaching

Education
King's University College

Kamar Mcleod Kamar Mcleod Toronto, Canada Area Details
Kamar Mcleod's TD Wealth Management Experience February 2013 - Present
Job Sr.Investment specialist
Industry Investment Banking
Experience
TD Wealth Management   February 2013 - Present
TD Canada Trust  February 2010 - February 2013
Central 1 Credit Union  December 2008 - April 2009
Investors Group  December 2007 - May 2008

Skills
Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit, Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Risk, Mutual Funds, Residential Mortgages, Portfolio Management, Sales Presentations, Customer Service, Strategic Planning, Software Engineering, Sales, Programming, Investments

Education
udacity   2014 — 2014
Certificate of Completion, Computer Science

Sheridan College   2006 — 2010
Advanced Diploma, Banking and Wealth Management

Gagandeep lubana Gagandeep lubana Toronto, Canada Area Details
Gagandeep lubana's TD Wealth Management Experience November 2011 - February 2013
Job Credit assistant
Industry Banking
Experience
TD  June 2014 - Present
TD Auto Finance  April 2013 - Present
TD Wealth Management   November 2011 - February 2013
TD Wealth Management   November 2011 - January 2013

Skills
Banking, Project Management, Risk Management, Financial Analysis, Finance, Business Analysis, Analysis, Team Leadership, Management, Leadership, Business Process..., Credit, Credit Analysis, Team Management, Credit Risk, Financial Services, Loans

Education
Punjab Technical University   2000 — 2003
Master of Business Administration (MBA), Finance, General

Hilliard MacBeth Hilliard MacBeth Edmonton, Canada Area Details
Hilliard MacBeth's TD Wealth Management Experience June 2000 - May 2005
Job Portfolio Manager, author, "When the Bubble Bursts: Surviving the Canadian Real Estate Crash"
Industry Investment Management
Experience
Richardson GMP Limited  May 2005 - Present
TD Wealth Management   June 2000 - May 2005
BMO Nesbitt Burns  October 1990 - June 2000
Investment Industry Regulatory Organization for Canada   January 1989 - January 1995
Richardson Greenshields  October 1988 - October 1990
CIBC Wood Gundy  February 1982 - October 1988
Pitfield, MacKay, Ross   November 1978 - February 1982
Government of Alberta  1975 - 1978

Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics

Education
INSEAD   2007 — 2007
Global Portfolio Management

Queen's University   1972 — 1973
study of macroeconomics, Graduate Studies Economics

Institut d'Etudes Politiques de Grenoble   1971 — 1972
French language, philosophy

University of Alberta   1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics

William Winslow William Winslow Wilmington, North Carolina Details
William Winslow's TD Wealth Management Experience 2006 - 2009
Job Investment Consultant
Industry Financial Services
Experience
Scottrade  February 2014 - Present
Wells Fargo Advisors, LLC  October 2012 - January 2014
TD Wealth Management   2006 - 2009
Morgan Stanley  2004 - 2005
UNC Wilmington  2004 - 2004
Investors Capital  2001 - 2004

Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement

Education
UNCW   1997 — 1999
Master of Business Administration (MBA)

Norwich University   1985 — 1986
Master of Education (M.Ed.)

Norwich University   1980 — 1985
Bachelor of Science (BS)

Amherst Regional HS   1978 — 1980

Phillip Ackers, CPA, MBA Phillip Ackers, CPA, MBA Toronto, Canada Area Details
Phillip Ackers, CPA, MBA's TD Wealth Management Experience 2010 - Present
Job Associate Vice President, TD Wealth Practice Management
Industry Financial Services
Experience
TD Wealth Management   2010 - Present

Skills
Practice Management, Coaching, Wealth Management, Facilitation, Training Delivery, Mutual Funds, Financial Services, Investment Advisory, Relationship Management, Leadership, High Net Worth..., Retirement Planning, Strategy, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Planning

Education
Laurentian University/Université Laurentienne   2010 — 2011
Master of Business Administration (MBA), Accounting and Business/Management

Mohawk College   1982 — 1985
HBA, Accounting

Nicholas Marchesani Nicholas Marchesani Voorhees, New Jersey Details
Nicholas Marchesani's TD Wealth Management Experience April 2007 - May 2010
Job Rowan University
Industry Information Technology and Services
Experience
Rowan University  July 2014 - Present
TD Wealth  October 2012 - July 2014
TD  November 2011 - November 2012
TD Wealth Management   April 2007 - May 2010

Skills
Information Security, Risk Management, Operational Risk..., Risk Assessment, Microsoft Excel, Visio, PowerPoint, Information Assurance, Business Continuity, Homeland Security, Finance

Education
Penn State University   2010 — 2011
Master of Professional Studies, Information Security and Forensics, 3.52

Rowan University   2006 — 2008
Bachelor of Science, Finance

Amy Ling, PMP, CSM Amy Ling, PMP, CSM Toronto, Canada Area Details
Amy Ling, PMP, CSM's TD Wealth Management Experience October 1997 - December 1999
Job Senior Project Manager & Certified Scrum Master at Manulife
Industry Financial Services
Experience
Manulife  June 2015 - Present
TD  October 2014 - June 2015
TD  May 2013 - October 2014
TD Bank Group  May 2011 - May 2013
TD Bank  January 2009 - April 2011
TD  July 2006 - January 2009
TD Bank  June 2003 - June 2006
TD Bank  December 1999 - June 2003
TD Wealth Management   October 1997 - December 1999

Skills
SDLC, Business Requirements, Requirements Gathering, Business Analysis, PMO, Banking, Software Development, Management, Project Portfolio..., Visio, Team Management, Project Management, Requirements Analysis, Vendor Management, Leadership, Project Delivery, PMP, IT Strategy, Disaster Recovery, Software Project..., MS Project, Change Management, Program Management, Process Improvement, Microsoft Project, Risk Management, IT Management, Integration, ITIL, Business Process..., Business Process

Education
Ryerson University   2004 — 2009
Project Management Certificate

Seneca College of Applied Arts and Technology   2000 — 2003
Computer Programmer

CSI   1996 — 1997
CSC

Ryerson University   1995 — 1997
Certificate of Accounting and Finance

Tim Staunton Tim Staunton Vancouver, Canada Area Details
Tim Staunton's TD Wealth Management Experience June 2000 - June 2004
Job Associate Director, Major Gifts at VGH & UBC Hospital Foundation
Industry Philanthropy
Experience
VGH & UBC Hospital Foundation  October 2014 - Present
Canadian Cancer Society  June 2004 - October 2014
CAGP Vancouver Roundtable   June 2009 - June 2013
TD Waterhouse Private Client Group   June 2000 - June 2004
TD Wealth Management   June 2000 - June 2004

Skills
Planned Giving, Fundraising, Non-profits, Gifts, Administration, Volunteering, Philanthropy, Newsletters, Annual Giving, Charities, Nonprofits, Grants, Stewardship, Volunteer Management, Fundraisers, Strategic Planning, Prospect Research, System Administration, Community Development, Community Outreach, Non-profit..., Board Development, Public Policy

Education
Simon Fraser University   1994 — 1997
BA, English

Kwantlen Polytechnic University   1993 — 1994
English

Hanbo Wang Hanbo Wang Toronto, Canada Area Details
Hanbo Wang's TD Wealth Management Experience January 2015 - Present
Job Investment Representative at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2015 - Present
TD  January 2014 - January 2015
Investors Group  October 2013 - December 2013
Bombardier Aerospace  January 2013 - July 2013
Kingtec Group   June 2011 - May 2012
Guo Sheng Securities Co. Ltd   July 2010 - September 2010

Skills
Financial Analysis, Investments, Banking, Corporate Finance, Valuation, Fixed Income, Financial Services

Education
Queen's University   2012 — 2013
Master's degree, International Business

Shanghai University of International Business and Economics   2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General

Stephen Glennie Stephen Glennie Toronto, Canada Area Details
Stephen Glennie's TD Wealth Management Experience February 2014 - Present
Job Analyst at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   February 2014 - Present
TD Wealth Management   November 2012 - February 2014
Loblaw Companies Limited  July 2011 - August 2011
RONA  May 2011 - July 2011
Plant World   April 2010 - August 2010

Skills
Financial Modeling, Financial Analysis, Research, Analytical Skills, Microsoft Office, Teamwork, Equity Valuation, Communication, Problem Solving, Statistics, Risk Management

Education
The University of Western Ontario - Richard Ivey School of Business   2008 — 2012
HBA, Finance

Etobicoke Collegiate Institute   2004 — 2008
OSSD

Michael Sanosian Michael Sanosian Greater New York City Area Details
Michael Sanosian's TD Wealth Management Experience December 2013 - Present
Job Financial Services Representative TD Wealth Management Services
Industry Financial Services
Experience
TD Wealth Management   December 2013 - Present
Citi  October 2011 - November 2013
PNC Financial Services  September 2010 - October 2011
Group Financial Services  January 2009 - December 2009

Skills
Banking, Credit, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Mortgage Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Risk, Loan Origination, Lines Of Credit, Customer Satisfaction

Education
Kean University   2006 — 2009
Bachelor of Science (BS), Economics

Arin Minasians Arin Minasians Toronto, Canada Area Details
Arin Minasians's TD Wealth Management Experience June 2013 - Present
Job Senior Private Banker at TD Wealth Private Client Services
Industry Banking
Experience
TD Wealth Management   June 2013 - Present
TD Wealth Management   July 2012 - June 2013
TD Canada Trust  April 2009 - July 2012
IKEA  May 2006 - August 2009

Skills
Wealth Management, Private Banking, Estate Planning, Tax Planning, Portfolio Management, Business Succession..., Holding Companies, Family Trusts, Foreign Exchange, Mortgage Lending, Cash Management, Credit, Letters of Credit, Retail Banking, Financial Services, Strategic Financial..., Financial Planners, Succession Planning, Finance, Banking

Education
Ryerson University
Bachelor of Commerce (B.Com.), Finance

Lisha Huang Lisha Huang Houston, Texas Details
Lisha Huang's TD Wealth Management Experience June 2013 - August 2013
Job Student at Rice University studying Psychology and Business
Industry Marketing and Advertising
Experience
World Affairs Council of Houston  June 2015 - Present
Rice University  June 2015 - Present
Rice University  March 2014 - May 2015
National Asian Pacific American Bar Association  May 2014 - July 2014
Rice University Recreation Center  February 2014 - May 2014
TD Wealth Management   June 2013 - August 2013
Kami Japanese Restaurant   July 2010 - July 2013

Skills
Public Speaking, Microsoft Word, Teamwork, Microsoft Excel, Event Planning, Critical Thinking, Problem Solving, Microsoft Office, Research, Client Relations Skills, Customer Service, Fundraising, Leadership, Social Media, Food Service, Database Administration, PowerPoint, Data Analysis

Education
Rice University   2013 — 2017
Bachelor of Arts, Psychology, Business Minor

Semiahmoo Secondary   2008 — 2013
International Baccalaureate Diploma

Yogendra Dalwadi Yogendra Dalwadi Toronto, Canada Area Details
Yogendra Dalwadi's TD Wealth Management Experience July 2012 - October 2013
Job Manager at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon  August 2015 - Present
CIBC Mellon  November 2013 - Present
TD Wealth Management   July 2012 - October 2013
TD Wealth Management   February 2009 - July 2012

Skills
Equities, Bloomberg, Mutual Funds, Investments, Derivatives, Wealth Management, Portfolio Management, Accounting, Financial Services

Education
Derivatives Fundamentals Course (DFC)   2012 — 2013

Canadian Securities Course   2011 — 2012

Sardar Patel University   1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Finance

Mona Bhalla Mona Bhalla Toronto, Canada Area Details
Mona Bhalla's TD Wealth Management Experience December 2010 - November 2013
Job Portfolio Administrator with TD Asset Management
Industry Financial Services
Experience
TD Asset Management  November 2013 - Present
TD Wealth Management   December 2010 - November 2013
TD Canada Trust  January 2010 - December 2010

Skills
Mutual Funds, Financial Analysis, Bloomberg, Equities, Investments, Fund Accounting, Derivatives, Banking, Wealth Management, Asset Management, Valuation, Account Reconciliation, Finance, Microsoft Excel, Retail Banking

Education
McMaster University   2002 — 2006
Bachelor's degree, Economics

Daniel Mak Daniel Mak Toronto, Canada Area Details
Daniel Mak's TD Wealth Management Experience March 2014 - Present
Job Sales Assistant at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   March 2014 - Present
TD Bank Group  March 2012 - March 2014
Notabilia Education Centre   January 2011 - June 2012
Busan International Middle School   March 2008 - September 2009
Canadian Imperial Bank of Commerce  January 2002 - February 2008
Waterloo Co-operative Residence, Inc   January 2006 - February 2006
Waterloo Co-operative Residence, Inc   May 2005 - August 2005

Skills
Customer Service, Microsoft Excel, Teaching, Banking, Finance, Teamwork, Data Analysis, Leadership, Team Leadership, Research, Microsoft Office, Analysis, Time Management, PowerPoint, Coaching

Education
Ryerson University   2015 — 2019
Bachelor of Applied Science (B.A.Sc.), Nutrition & Food

Canadian Securities Institute

University of Waterloo   2001 — 2007
Bachelor of Arts (B.A.), Honours Economics

Devon Bobowski Devon Bobowski Ottawa, Canada Area Details
Devon Bobowski's TD Wealth Management Experience August 2008 - Present
Job Facilitator at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   August 2008 - Present
TD Wealth Management   May 2011 - August 2012
TD Wealth Management   October 2007 - May 2011
TD Wealth Management   October 2005 - October 2007
ChinaCom Foregin Language Center   January 2003 - May 2005
GEOS Corporation  September 2001 - September 2002

Skills
Training Delivery, Program Facilitation, Presentations, Equities, Stock Option, Fixed Income, Mutual Funds, Microsoft Office, Investments, Options, Trading, Wealth Management, Securities, Credit, Time Management, Derivatives, Management, Equity Trading, Bonds, ETFs, Relationship Management

Education
University of Southern Queensland   2004 — 2011
Master of Business Administration (M.B.A.)

McMaster University   1995 — 2000
Bachelor of Engineering (B.Eng.), Engineering Physics

Canadian Securities Institue

TEFL International
Certificate in Teaching English as a Foreign Language

Kydi Yorke Kydi Yorke Toronto, Canada Area Details
Kydi Yorke's TD Wealth Management Experience January 2014 - Present
Job Project Analyst at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management   January 2014 - Present
Insurance Corporation of British Columbia  October 2012 - April 2013
Nokia  November 2011 - September 2012
Glentel  August 2010 - August 2011
Symcor  January 2009 - August 2010
IBM  October 2008 - December 2008
Ryerson University  September 2007 - January 2008

Skills
MS Project, Project Management, Business Analysis, Visio, Project Planning, Data Analysis, Microsoft Excel, PowerPoint, SharePoint, Outlook, JIRA, Microsoft CRM, Lotus Notes

Education
Project Management Institute   2009 — 2009
CAPM, Certified Associate of Project Management

Ryerson University   2004 — 2008
B. Comm, Information Technology Management

Lucinda Stark Lucinda Stark Greater New York City Area Details
Lucinda Stark's TD Wealth Management Experience April 2015 - April 2015
Job Executive Assistant at Financial Times
Industry Newspapers
Experience
TD Wealth Management   April 2015 - April 2015
Financial Times  February 2000 - April 2014
Worldwide Dreams L.L.C., B.H. Smith   February 1990 - February 2000

Skills
Newspaper, Publishing, Digital Media, Social Media, Journalism, Advertising, Online Advertising, Editing, Newspapers, Event Management, Marketing Strategy, Marketing Communications, Marketing, Photoshop, Content Strategy, New Media, Blogging, Media Relations, Digital Marketing

Education
New York University
Bachelor's degree, Journalism

New York University
Bachelor of Arts, Journalism

Notre Dame High School

Jeremy Jennings Jeremy Jennings Englishtown, New Jersey Details
Jeremy Jennings's TD Wealth Management Experience March 2014 - Present
Job Financial Services Representative at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 2014 - Present
Bethlehem Prayer House, Inc   January 2009 - Present
Citi  November 2010 - March 2014
NJ Financial Solutions, LLC   November 2009 - November 2010

Skills
Highly Organized &..., Solution Orientated, Strong Work Ethic, Account Management, Operational Analysis, Microsoft Office, QuickBooks, Financial Reporting, Retail Banking, Loans, Banking, Credit, CRM, Finance, Financial Services, Customer Service

Education
Metropolitan College of New York   2014 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Kean University   2006 — 2010
Bachelor of Science (BS), Finance, General

Universidad de Duesto   2008 — 2008
International Study Abroad, International Finance

Ahalya Kailayapathy Ahalya Kailayapathy Toronto, Canada Area Details
Ahalya Kailayapathy's TD Wealth Management Experience December 2012 - Present
Job Operations Officer at TD Waterhouse
Industry Banking
Experience
TD Wealth Management   December 2012 - Present
TD Bank Financial Group (Audit Division)   June 2012 - December 2012
TD Waterhouse Inc  January 2011 - May 2012

Skills
Financial Risk, Banking, Credit, Retail Banking, Credit Analysis, Credit Risk, Consumer Lending, Deposits, Cash Management, Operational Risk, AML, KYC, Branch Banking, Portfolio Management, Credit Cards

Education
Ryerson University   2011 — 2014
Human Resources Management, Certificate Program

York University   2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General

L'Amoreaux Collegiate Institute

North American Business College
Banking and Financial Support Services

James Ambursley James Ambursley Toronto, Canada Area Details
James Ambursley's TD Wealth Management Experience October 2012 - October 2014
Job Delivery Manager at CIBC
Industry Information Technology and Services
Experience
CIBC  May 2015 - Present
Northern Atlantic   January 2015 - February 2015
TD Wealth Management   October 2012 - October 2014
TD  November 2012 - October 2013
TD  October 2012 - October 2012
Sears Canada  June 2011 - October 2012
Soft Choice   March 2008 - April 2011
Versacold(Atlascold Storage)   November 2002 - February 2008
AXS-One Inc.   August 2002 - September 2002
Computron Software  January 1997 - June 1999

Skills
Software Installation, Windows Server 2008, Active Directory, Windows 7, Computer Hardware, Disaster Recovery, Microsoft Office, System Administration, Windows Server, Windows, XP, Integration, Group Policy, Troubleshooting, Hardware, Operating Systems, Security, Citrix, VMware, Visio, Software Documentation, Data Center, Servers, Oracle, Help Desk Support

Education
Seneca College of Applied Arts and Technology   1985 — 1988
Computer Programming and Operator Diploma, Computer Programming, Specific Applications

Ryerson University

Sherry Varrelman Sherry Varrelman Greater Philadelphia Area Details
Sherry Varrelman's TD Wealth Management Experience 2013 - Present
Job SVP, Regional Wealth Leader at TD
Industry Financial Services
Experience
TD Wealth Management   2013 - Present
BNY Mellon Wealth Management  2008 - 2013
Wells Fargo  1993 - 2008

Skills
Management, Leadership, Fixed Income, Alternative Investments, Wealth Management, Equities, Capital Markets, Asset Allocation, Portfolio Management, Wealth Management..., Investment Management, Investment Strategies, Structured Products, Bonds, ETFs, Private Banking, Investment Advisory, Hedge Funds, Series 63, Mutual Funds, Building Relationships, Networking

Education
Merrimack College
Bachelor's of Science, Finance

UNC Kenan-Flagler Business School
Executive Management Program

Clala Cheng Clala Cheng Toronto, Canada Area Details
Clala Cheng's TD Wealth Management Experience February 2014 - November 2014
Job
Industry Information Technology and Services
Experience
ProjectBasics Limited   January 2001 - Present
Sunshine Center for Seniors (Charity)   October 2007 - March 2015
TD Wealth Management   February 2014 - November 2014
BMO Financial Group  May 2013 - January 2014
Scotiabank  February 2012 - January 2013
Foresters  May 2011 - March 2012
BMO  February 2010 - April 2011
Canadian Tire Corporation  April 2005 - December 2008
CIBC World Markets  2004 - 2004
Direct Energy  2003 - 2003

Skills
IT Strategy, Acquisition Integration, MS Project, PMP, Program Management, SDLC, IT Outsourcing, Business Transformation, Enterprise Software, RFP, PMO, Business Case, Business Continuity, Business Strategy, Consulting, Strategy, Project Portfolio..., Management, Business Analysis, Business Process..., Governance, Vendor Management

Education
University of East London   1997 — 1998
MBA

Shenzhen University
BA

John Francisco John Francisco Toronto, Canada Area Details
John Francisco's TD Wealth Management Experience January 2013 - April 2014
Job Sr Manager, Lean Six Sigma Master Black Belt TD
Industry Banking
Experience
TD  August 2015 - Present
TD  April 2014 - Present
TD Wealth Management   January 2013 - April 2014
TD Bank Group  June 2011 - January 2013
TD Bank Group  January 2010 - August 2011
TD Bank Group  January 2008 - February 2010

Skills
Banking, Customer Service, Credit, Financial Analysis, Microsoft Office, Microsoft Excel, Commercial Banking, Risk Management, Loans, Management, Diversity & Inclusion, Process Improvement, Operations Management, Program Management, Change Management, Coaching, Six Sigma, Training, Performance Management, Operational Excellence, Business Planning, Business Process, Project Management, Analysis, Leadership, Mortgage Lending, Portfolio Management, Business Process..., Credit Cards, Business Analysis, Retail Banking, Financial Services, Customer Experience, Strategy, Relationship Management, Time Management, Financial Risk, Consumer Lending, Small Business Lending, Credit Risk, Investments, Executive Management, Credit Analysis, Finance, AML, Cash Management, Wealth Management, Cross Selling, Lines Of Credit, Commercial Lending

Education
Canadian Securities Institute   2001 — 2004
FMA, Financial Planning

Sheridan College   1998 — 2001
Human Resources, HR

Alexandra Butenko Alexandra Butenko Toronto, Canada Area Details
Alexandra Butenko's TD Wealth Management Experience October 2012 - July 2013
Job Enhanced Due Diligence Compliance Analyst at BMO Financial Group FIU
Industry Banking
Experience
BMO Financial Group  September 2014 - Present
TD Wealth Management   October 2012 - July 2013
TD Bank Group  December 2010 - October 2012
Polytechnic University  September 2007 - June 2008

Skills
Analysis, Banking, Internal Audit, Risk Management

Education
Odessa State Polytechnic University   2003 — 2008
Bachelor, Enterprise Economics and Business

Seneca College of Applied Arts and Technology
Certificate of Applied; Bachelor, Business; psychology and sociology; Enterprise Economics and Business; Economics and Finance

Brian Cashin Brian Cashin Greater New York City Area Details
Brian Cashin's TD Wealth Management Experience July 2012 - March 2014
Job Head, Programs & Platforms at Astor Capital Management
Industry Financial Services
Experience
Astor Capital Management   March 2014 - Present
TD Wealth Management   July 2012 - March 2014
Astor Capital Management   September 2009 - July 2012
State Street Corporation  March 2003 - December 2008
Dutsche Bank Trust Company Americas   August 2000 - February 2003
Bankers Trust  January 1998 - July 2000
UBS Warburg  January 1996 - December 1997
BANK OF AMERICA  June 1992 - December 1995

Skills
Banking, Global Custody, Financial Services, Strategy, Securities, CRM, FINRA, SEC, OCC, CFTC, Clearing & Settlement, Operational Risk..., Key Account Management, Managed Accounts, Separately Managed..., Unified Managed Accounts, Asset Management, Asset Allocation, Distribution Strategies, Broker-Dealer, Registered Investment..., Wealth Management, Program Management, Private Banking, Trust Services, Insurance, Client Segmentation, HNW, UHNW, Mass Affluent, Institutional..., PMO, FACTA, Dodd-Frank, Suitability, Fiduciary, Rebalancing, Contract Negotiation, Third Party Vendor..., Executive Reporting, Trading Systems, Securities Lending, Global Customer Service, Client Development

Education
Hofstra University
Bachelor, Business Administration; Marketing

Chaminade HS   1980 — 1984

David Titus David Titus Toronto, Canada Area Details
David Titus's TD Wealth Management Experience April 2012 - May 2014
Job Training & Development Director, eLearning & Technical Design & Delivery
Industry Financial Services
Experience
CIBC Wood Gundy  May 2014 - Present
TD Wealth Management   April 2012 - May 2014
TD Bank Group  April 2009 - May 2014
TD Wealth Management   May 2006 - April 2009
TD Wealth Management   September 2005 - June 2006
TD Waterhouse  April 2001 - September 2005
TD Waterhouse Discount Brokerage  May 2000 - April 2001

Skills
Strategic Communications, Business Relationship..., Partner Relationship..., Vendor Relations, Mentoring Of Staff, Customer Negotiations, Supplier Negotiations, Organizational..., Team Leadership, Business Analytics, Creative Problem Solving, Teamwork, Business Process, Negotiation, Partner Management, Wealth Management, Fixed Income, Investments, Mutual Funds, Coaching, Business Development, Management, CRM, Retirement Planning, Portfolio Management, Financial Advisory, Banking, Equities, Wealth, Relationship Management, Financial Planning, Risk Management

Education
Seneca College of Applied Arts and Technology   1993 — 1997
Diploma, Accounting

Paul D'Antonio Paul D'Antonio Greater Philadelphia Area Details
Paul D'Antonio's TD Wealth Management Experience June 2011 - Present
Job Benefits and Retirement Services
Industry Banking
Experience
TD Wealth Management   June 2011 - Present
Bongo Agency   August 2010 - June 2011
Razorfish Health  January 2008 - May 2010
STEPHEN H. ROSEN ASSOCIATES, INC   December 2001 - January 2008
Merrill Lynch  April 2000 - June 2000

Education
La Salle University - School of Business Administration   1996 — 2000

Haddon Township High School

Laura Nicholl Laura Nicholl Toronto, Canada Area Details
Laura Nicholl's TD Wealth Management Experience April 2011 - June 2012
Job Senior Supervisor at Office of the Superintendent of Financial Institutions of Canada
Industry Accounting
Experience
Office of the Superintendent of Financial Institutions of Canada  June 2012 - Present
TD Wealth Management   April 2011 - June 2012
PricewaterhouseCoopers  2008 - 2009
PricewaterhouseCoopers  2006 - 2008

Education
Queen's University   2002 — 2006
Commerce

Chartered Accountant

Philip Rocca Philip Rocca Toronto, Canada Area Details
Philip Rocca's TD Wealth Management Experience November 2002 - October 2006
Job Manager HR Business Solutions, Learning Management at TD
Industry Financial Services
Experience
TD  July 2014 - Present
TD  June 2012 - July 2014
Rocca Trade   April 2010 - April 2012
TD  November 2006 - May 2009
TD Wealth Management   November 2002 - October 2006
TD Waterhouse  May 2001 - October 2002
TD Waterhouse  August 2000 - May 2001
TD Waterhouse Discount Brokerage  August 1997 - August 2000

Skills
Consulting, Investments, Options, Banking, Securities, Learning Management..., Business Analysis, Financial Analysis, Equities, Relationship Management, Instructional Design, Leadership

Education
Laurentian University/Université Laurentienne   1983 — 1987
Arts, Economics

McMaster University   1984 — 1985

Faisal Rahman Faisal Rahman Toronto, Canada Area Details
Faisal Rahman's TD Wealth Management Experience July 2014 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   July 2014 - Present
TD  April 2011 - July 2014
TD  November 2009 - March 2011
TD  November 2007 - November 2009

Skills
Wealth Management, Banking, Portfolio Management, Mutual Funds, Investments, Retail Banking, Mortgage Lending, Credit, Loans, Fixed Income, Financial Services, Risk Management, Investment Advisory, Strategic Financial..., Retirement Planning, Equities, Financial Analysis, Relationship Management, Investment Strategies, Financial Advisory, Finance, Securities

Education
Canadian Securities Course   2013 — 2014

Seneca College of Applied Arts and Technology   2004 — 2007
Business Administration Diploma, Business

Canadian Investment Fund Course

Alyssa Krahn Alyssa Krahn Edmonton, Canada Area Details
Alyssa Krahn's TD Wealth Management Experience March 2014 - Present
Job Financial Planner at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   March 2014 - Present
TD Waterhouse  June 2010 - March 2014
Royal Bank of Canada  April 2008 - June 2009

Skills
Financial Analysis, Loans, Microsoft Excel, Strategic Financial..., Retirement Planning, Customer Service, Wealth Management, Asset Managment, Investments, Credit, Mutual Funds, Banking, Portfolio Management, Accounting, Derivatives, Retail Banking, Securities, Commercial Banking, Leadership, Estate Planning, Asset Management, Bloomberg, Financial Planning

Education
Northern Alberta Institute of Technology   2006 — 2010
BBA, Finance

University of Saskatchewan   2005 — 2006
Arts & Sciences

Ray Desai Ray Desai Toronto, Canada Area Details
Ray Desai's TD Wealth Management Experience June 2006 - June 2010
Job Capital Markets Professional
Industry Financial Services
Experience
Thomson Reuters  2013 - Present
TD Securities  May 2010 - July 2013
TD Wealth Management   June 2006 - June 2010
Mercer Investment Consulting  May 2005 - April 2006
Fidelity Investments  December 2002 - April 2005
AGF Management Limited  January 2001 - December 2001

Skills
Equities, Portfolio Management, Derivatives, Electronic Trading, Fixed Income, Investments, Capital Markets, Trading, Risk Management, Bloomberg, Series 7, Equity Trading, Series 63, Securities, Investment Banking, Quantitative Analytics, Thomson Reuters Eikon, FX Options, Financial Modeling, Banking, Asset Management, Trading Systems, Financial Markets, Management, Valuation, Market Risk, Quantitative Finance, Alternative Investments, FINRA, Analytics, Credit Risk, Settlement, Options, Hedge Funds

Education
Ryerson University   2001 — 2005
Bachelor of Commerce, Finance

CFA Institute

CSI Accreditation

FINRA Licensing

Wafic Al Wazzan, MBA Wafic Al Wazzan, MBA Toronto, Canada Area Details
Wafic Al Wazzan, MBA's TD Wealth Management Experience April 2012 - August 2013
Job Manager Strategic Analysis at TD Direct Investing
Industry Financial Services
Experience
TD Direct Investing  September 2015 - Present
TD Direct Investing  February 2015 - September 2015
TD  August 2013 - March 2015
TD Wealth Management   April 2012 - August 2013
TD Wealth Management   October 2011 - April 2012
TD Canada Trust  April 2011 - October 2011
Federal Bank of Lebanon S.A.L   February 2010 - December 2010
Federal Bank of Lebanon S.A.L   August 2008 - February 2010
First National Bank S.A.L   March 2007 - August 2008

Skills
Capital Markets, Asset Management, Derivatives, FX Options, Banking, Corporate Finance, Retail Banking, Financial Analysis, Credit Risk, Portfolio Management, Financial Risk, Risk Management, Investments, Equities, Wealth Management, Trading, Mutual Funds, Finance, Analytics, Business Intelligence, Relationship Management, Options, Loans, Financial Advisory

Education
Queen's University   2014 — 2015
Master of Business Administration (MBA), MBA

Lebanese American University   2005 — 2007
BS, Banking and Finance

GLFL

Therese 'Teri' Linden Therese 'Teri' Linden Greater Boston Area Details
Therese 'Teri' Linden's TD Wealth Management Experience September 1997 - August 2004
Job Vice President at Bank of New Hampshire
Industry Financial Services
Experience
Bank of New Hampshire  August 2004 - Present
Bank of New Hampshire  2004 - Present
Bank of New Hampshire  December 2010 - December 2012
TD Wealth Management   September 1997 - August 2004

Skills
Management, Banking, Risk Management, Finance, Securities, Portfolio Management, Wealth Management..., Loans, Wealth Management, Leadership, Retail Banking

Education
Plymouth State University   1977 — 1980
A.S., Business

University of Notre Dame
CSOP, Cannon Financial Institute

Ann Short Ann Short Toronto, Canada Area Details
Ann Short's TD Wealth Management Experience November 2011 - July 2012
Job Senior Finance Manager
Industry Transportation/Trucking/Railroad
Experience
Metrolinx  September 2013 - Present
Centennial College  February 2013 - July 2013
TD Wealth Management   November 2011 - July 2012
Childcare Leave   2003 - 2011
TD Wealth Management   November 2002 - June 2003
TDWaterhouse  December 1999 - August 2001
Sprint Canada Inc.  June 1997 - December 1999
Sprint Canada Inc.  December 1993 - June 1996
Coopers & Lybrand  January 1989 - December 1993

Skills
Strategic Financial..., Business Planning, Finance, Financial Analysis, Financial Planning, Auditing

Education
University of Toronto   1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance

Queen's University   1984 — 1988
Bachelor of Science (BSc.H), Chemistry

Ruo Tan Ruo Tan Toronto, Canada Area Details
Ruo Tan's TD Wealth Management Experience November 2008 - January 2010
Job An Experienced Investment Executive
Industry Financial Services
Experience
Segal Rogerscasey Canada   November 2010 - Present
TD Wealth Management   November 2008 - January 2010
CIBC Wealth Management  September 1999 - October 2008
SEI Investments  1995 - 1998

Skills
Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Management, Asset Allocation, Investment Advisory, Investment Management, Equity Research, Due Diligence, Hedge Funds, Alternative Investments, Financial Services, Capital Markets, Asset Management, Equities, Bloomberg, Strategic Financial..., Leadership, Fixed Income, Bonds, Derivatives, Valuation

Education
McMaster University
MBA

University of Waterloo
Ph.D

Alex O'Neill Alex O'Neill New York, New York Details
Alex O'Neill's TD Wealth Management Experience October 2013 - 2014
Job Finance
Industry Investment Management
Experience
First Derivatives  March 2015 - Present
TD Wealth Management   October 2013 - 2014
First Colonial Group  December 2012 - October 2013
XL Group plc  May 2012 - July 2012

Skills
Presentation Development, FX Hedging, French, International Relations, Microsoft Excel, Risk Management, Corporate Finance, PowerPoint, Investments, Management, Economics, Leadership, Accounting, Strategy

Education
Trinity College, Dublin   2008 — 2012
Dual Degree Graduate, Business Economics and Politics, 3.5

Ecole de Management de Strasbourg   2010 — 2011
Bachelor of International Business

Institut d'Etudes politiques de Strasbourg   2010 — 2011
International Relations

St. Michael's College High School   2000 — 2008
485 points (Top 5%)

Kerry O'Driscoll Kerry O'Driscoll Kitchener, Canada Area Details
Kerry O'Driscoll's TD Wealth Management Experience November 2010 - Present
Job Financial Planner at TD Wealth
Industry Investment Management
Experience
TD Wealth Management   November 2010 - Present
TD Waterhouse  July 1998 - October 2010
Conestoga College Institute of Technology and Advanced Learning  May 2008 - August 2008

Skills
Wealth Management, Investments, Mutual Funds, Financial Analysis

Education
McMaster University
Bachelor of Commerce

Nalisha Bandali Nalisha Bandali Toronto, Canada Area Details
Nalisha Bandali's TD Wealth Management Experience March 2014 - Present
Job Wealth Advisory Services Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 2014 - Present
TD  April 2012 - March 2014
Promed Rehabilitation Centres   April 2010 - September 2011
Roger’s Mortgages   May 2009 - December 2009

Skills
CRM, Banking, Outlook, Loans, Sales, Project Management, Credit, Credit Analysis, Public Relations, Event Planning, Customer Service, Investments, Financial Analysis, QuickBooks, Microsoft Excel, Microsoft Office, Time Management, Business Analysis, Corporate Finance, Teamwork, Sales Management, Marketing Communications

Education
University of Toronto
Certificate in Project Management

McMaster University   2008 — 2012
Honours Bachelor of Commerce

Canadian Securities Institute
Mutual Funds License

Neal Brandon Neal Brandon Toronto, Canada Area Details
Neal Brandon's TD Wealth Management Experience October 2010 - Present
Job Senior Analyst at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   October 2010 - Present
Morningstar Research Inc.   2009 - 2010
Schroder Investment Management  2007 - 2009
Goldman Sachs Asset Management International   2006 - 2007
BMO Nesbitt Burns  1999 - 2004

Education
CFA Institute
Level 3 Candidate

Huron University College
B.A., Economics

Derrick Otterman Derrick Otterman Toronto, Canada Area Details
Derrick Otterman's TD Wealth Management Experience January 2006 - June 2009
Job Manager Service Operations at NBCN
Industry Financial Services
Experience
NBCN  May 2015 - Present
National Bank Financial  March 2010 - Present
TD Bank Group  January 2006 - July 2009
TD Wealth Management   January 2006 - June 2009
CIBC Wood Gundy  March 2004 - December 2005
CIBC Wood Gundy  April 2002 - March 2004
TD Waterhouse  January 2002 - April 2002
Altamira Mutual Funds   January 2001 - September 2001

Skills
People Management, Operations Management, Portfolio Management, Banking, Investments, Risk Management, Wealth Management, Financial Services, Management, Equities, Mutual Funds, Relationship Management, Finance

Education
CGA   2009 — 2012
Accounting

Canadian Securities Institute   2001 — 2008
CSC, CPH, DFC, OLC, PFP

Laurentian University/Université Laurentienne   1998 — 2001

Mark Hasenauer Mark Hasenauer Greater Philadelphia Area Details
Mark Hasenauer's TD Wealth Management Experience September 2015 - Present
Job High Net Worth Planner at TD Private Client Wealth
Industry Financial Services
Experience
TD Wealth Management   September 2015 - Present
PNC Wealth Management  January 2012 - September 2015
Citi Private Bank  August 2010 - February 2012
Wachovia, A Wells Fargo Company  September 2006 - August 2010
Legacy Advisors  April 2003 - September 2006
Montgomery, McCracken, Walker & Rhoads, LLP   January 2000 - April 2003
Mattioni, Ltd  January 1997 - January 2000

Skills
Portfolio Management, Estate Planning, High Net Worth..., Wealth Management, Strategic Financial..., Banking, Risk Management, Investments, Retirement Planning, Wealth Management..., Asset Management, Mutual Funds, Investment Advisory

Education
Villanova University School of Law
LLM (Taxation), Taxation

Widener University School of Law
JD

Rutgers University
BS, Accounting

Valerie Mines Valerie Mines Toronto, Canada Area Details
Valerie Mines's TD Wealth Management Experience May 2010 - April 2011
Job Senior Manager, Employee Engagement
Industry Banking
Experience
TD Bank Group, TD Insurance  April 2011 - Present
TD Wealth Management   May 2010 - April 2011
PVM Event Planning & Corporate Communications   June 2005 - June 2010
Junior League of Toronto  November 2007 - September 2009
TD Waterhouse  January 1998 - January 2002
TD Waterhouse  November 1996 - July 1998

Skills
Leadership, Internal Communications, Employee Recognition, Employee Engagement, Rewards Programs, Management, Business Planning, Relationship Building, Strategic..., Team Building, Relationship Management, Incentive Programs, Program Management, Business Coaching, Financial Services, Budgets, Performance Management, Negotiation, Portfolio Management, Finance, Mutual Funds, Retail Banking, Banking, Strategic Financial..., Wealth Management, Fundraising, Credit Risk, CRM, Consumer Lending, Credit

Education
The University of Western Ontario - King's University College   1984 — 1987
BA, Economics

Marie Organ Marie Organ Halifax, Canada Area Details
Marie Organ's TD Wealth Management Experience September 2014 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2014 - Present
Manulife Securities  March 2014 - September 2014
Barrington Wealth Partners   January 2007 - 2013
Bank of Montreal  2001 - December 2006
Bank of Montreal  1997 - 2001

Skills
Retirement Planning, Succession Planning, Investment Management, Transition Planning, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Small Business, Life Insurance, Tax, Disability Insurance, Financial Advisory, Wealth, Investment Advisory, Investments, Investment Strategies, Mutual Funds, Finance, Retirement, Critical Illness, Financial Planners, Asset Allocation, Pensions, Wealth Accumulation, Wealth Management..., Securities, High Net Worth..., Financial Services, Portfolio Management, Income Protection, Asset Management, Segregated Funds, Retirement Savings, Term Life Insurance, Wealth Preservation..., ETFs, RRSP, Financial Analysis, TFSA, Saving for Education, Bonds, Alternative Investments, Financial Planning

Education
Saint Mary's University   1993 — 1997
B.Comm.

Canadian Securities Institute
FMA

Institute of Canadian Bankers

Ankor Tewari Ankor Tewari Toronto, Canada Area Details
Ankor Tewari's TD Wealth Management Experience May 2013 - August 2013
Job M.Sc Economics (Finance & International Trade), CSC
Industry Banking
Experience
TD Bank  September 2010 - Present
TD Wealth Management   May 2013 - August 2013
Lund University, Hallands Nation   January 2012 - May 2012
Trent University  January 2010 - April 2010
Trent University  September 2008 - April 2010

Skills
Free Trade Agreements, Capital Markets, Foreign Exchange, Analysis, Economics, Econometrics, Qualitative Research, Investments, Public Speaking, Microsoft Excel, Stata, PowerPoint, Customer Service, Research, Negotiation, Great People Skills, Sales, Microsoft Office, Quantitative Research, Teamwork, Financial Analysis, MS Office Suite, Social Skills, Criticality Analysis, Team Building, AML, Data Analysis, Banking, Time Management, Eviews, Empirical Research, KYC, Critical Thinking, Finance, Team Leadership, Leadership, Event Planning, Microsoft Word

Education
Lund University   2011 — 2014
Masters of Science, Economics (Finance and International Trade)

Trent University   2006 — 2010
B.A Honours, Economics and Minor in Business Administration

Pixley Garfield Bailey CPA,CGA, BSc. Pixley Garfield Bailey CPA,CGA, BSc. Toronto, Canada Area Details
Pixley Garfield Bailey CPA,CGA, BSc.'s TD Wealth Management Experience August 2011 - March 2013
Job Director, Finance and Operations Flemingdon Health Centre
Industry Accounting
Experience
TD Wealth Management   August 2011 - March 2013
HealthPlus Pharmacy Ltd   August 2007 - September 2008
MJD Pharmaceutical Co. Ltd   January 2000 - January 2008
JMD Sales Inc   January 1997 - January 2000
MJD Pharmaceutical Co. Ltd   January 1993 - January 1997

Skills
Financial Reporting, Accounting, Internal Controls, IFRS, Variance Analysis, Strategic Financial..., Tax, Budgets, General Ledger, GAAP, Analysis, Access, Team Leadership, Customer Service, Training

Education
Certified General Accountants - Ontario   2009 — 2010
CGA, Accounting

Oxford Brookes University   2007 — 2009
Bachelor of Science, Applied Accounting

Association of Chartered Certified Accountants (U.K.)   2004 — 2009
ACCA, Accounting

Marianne Andres Marianne Andres Toronto, Canada Area Details
Marianne Andres's TD Wealth Management Experience June 2014 - Present
Job Senior Manager, Marketing and Communications, National Office at TD Wealth
Industry Public Relations and Communications
Experience
TD Wealth Management   June 2014 - Present
Canadian Tire  January 2013 - March 2014
Rogers Communications  March 2011 - June 2012
Ontario Teachers' Pension Plan  March 2009 - February 2010
CBC  August 2006 - March 2009
Ernst & Young  January 2000 - August 2006
The Law Society of Upper Canada  August 1998 - January 2000
College of Physiotherapists of Ontario   February 1996 - July 1998

Skills
Strategic Communications, Internal Communications, Communications Planning, Corporate Communications, Events, Marketing Communications, Employee Engagement, Media Relations, Public Relations

Education
McMaster University
MA, English (18th century specialty)

Ryerson University
Human Resources Certificate

Emily Morrow Emily Morrow Burlington, Vermont Area Details
Emily Morrow's TD Wealth Management Experience 1988 - 2005
Job Executive Consultant at Emily Morrow, Esq.
Industry Human Resources
Experience
Emily Morrow, Esq.   May 2008 - Present
Champlain College  2009 - 2010
Stephenson Mansell Group   June 2005 - February 2008
TD Wealth Management   1988 - 2005
Dinse, Knapp & McAndrew   1986 - 2005

Skills
Non-profits, Organizational..., Management Consulting, Nonprofits, Succession Planning, Human Resources, Small Business, Fundraising, Consulting, Leadership Development, Workshop Facilitation, Executive Coaching, Leadership, Strategy, Recruiting, Coaching

Education
SUNY Buffalo Law School   1974 — 1977
JD, Law

Oberlin College   1970 — 1974
BA, Sociology

Bobby Bristol Bobby Bristol Toronto, Canada Area Details
Bobby Bristol's TD Wealth Management Experience June 2012 - July 2013
Job UI Specialist at TD Mobile
Industry Information Technology and Services
Experience
TD  July 2013 - Present
TD Wealth Management   June 2012 - July 2013
TD Securities  January 2010 - October 2012
Dundas Software  January 2009 - January 2010
Stewart Title  2004 - 2007
Procter & Gamble  March 2001 - June 2004
Designet Inc.   July 2000 - March 2001
Geodata Systems Technologies   May 1998 - April 2000
IEWorks Inc.   May 1996 - May 1998

Skills
Microsoft SQL Server, HTML, SQL, Web Applications, C#, XML, JavaScript, User Interface Design, .NET, ASP, Visio, Web Development, Requirements Analysis, CSS, JSP, Agile Methodologies, ASP.NET, Web Services

Education
Polytechnic University of the Philippines   1992 — 1996

Tremaine Williams Tremaine Williams Toronto, Canada Area Details
Tremaine Williams's TD Wealth Management Experience February 2015 - Present
Job Manager, Communication Gateway at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   February 2015 - Present
TD  February 2013 - January 2015
TD Bank Group  April 2011 - February 2013
RenewableUK   March 2010 - July 2010
Fitness Industry Association   January 2010 - March 2010
Intellect  August 2009 - December 2009
British Chambers of Commerce   January 2009 - July 2009
Club Quarters  2008 - 2009
Club Quarters  2008 - 2009
Sagemedica   2006 - 2006

Skills
Banking, Relationship Management, Retail Banking, Strategic Communications, Communication Skills, Financial Services, Leadership, Analysis, Credit

Education
London School of Economics and Political Science   2006 — 2007
Master's of Science, International Relations and History, Merit

Queen's University   2002 — 2006
BA (Honours), History

Kimberly Lyseng Kimberly Lyseng Edmonton, Canada Area Details
Kimberly Lyseng's TD Wealth Management Experience August 2015 - Present
Job Financial Planner at TD Wealth
Industry Financial Services
Experience
TD Wealth Management   August 2015 - Present
TD  May 2013 - Present
TD  April 2011 - May 2013
TD  August 2010 - April 2011
Shoppers Drug Mart  September 2006 - 2010

Skills
Retail Banking, Mutual Funds, Credit, Banking, Personal Banking, Personal Budgeting, Customer Service, Loans, Investments, Sales, Marketing, Time Management, Management, Coaching, Commercial Banking, Analysis, Finance

Education
Northern Alberta Institute of Technology   2009 — 2013
Bachelor of Business Administration (BBA), Finance, Marketing, Management

Jasper Place High School   2003 — 2006
High School Diploma

Bruce Stewart Bruce Stewart Greater Boston Area Details
Bruce Stewart's TD Wealth Management Experience 2010 - 2013
Job Managing Director Family Office, Endowment and Charitable Solutions
Industry Investment Management
Experience
BNY Mellon - Family Office, Endowment and Charitable Solutions   2014 - Present
Citi Private Bank and Global Markets   2013 - 2014
TD Wealth Management   2010 - 2013
LongVue Advisors   2002 - 2010

Skills
Investment Management, Portfolio Construction, Manager Research, Quantitative Analytics, Relationship Management, Asset Allocation, Leadership, Data Analysis, Portfolio Management, Counter Threat Finance, Signals Intelligence, Counterterrorism, Counter-narcotics, Weapons & Tactics..., CQB, Investment Strategies, Alternative Investments, Investment Advisory, Fixed Income, Wealth Management..., Hedge Funds, Asset Management, Wealth Management, Financial Advisory, Fund Of Funds, Research, Risk Management, Investments

Education
University of Pennsylvania - The Wharton School   2006 — 2007

Purdue University   1987 — 1992
Bachelor's Degree

Sergey Sergeev, MBA Sergey Sergeev, MBA Toronto, Canada Area Details
Sergey Sergeev, MBA's TD Wealth Management Experience November 2010 - May 2013
Job Manager Business Governance and Controls, Direct Channels at TD Wealth Management
Industry Banking
Experience
TD  June 2014 - Present
TD  March 2013 - June 2014
TD Wealth Management   November 2010 - May 2013
TD Wealth Management   April 2010 - October 2010
TD Wealth Management   September 2009 - March 2010
TD Wealth Management   December 2008 - September 2009
Private VC fund   April 2008 - October 2008

Skills
Wealth Management, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Derivatives, Equities, Banking, Risk Management, Strategic Financial..., Business Analysis, Financial Services, Bloomberg, Trading, Investment Banking, Business Process..., Credit, Corporate Finance, Financial Risk, AML, Finance, Options, Financial Planning

Education
Queens University   2011 — 2012
MBA

University of Toronto   2004 — 2008
Bachelor of Commerce (B.Com.), Finance

CSI
CSC, PDO, FLC, OTSC, OPSC, OLC, DFC, FP1, FP2

Six Sigma
Green Belt, Business Operations

Kimberly Domaingue Kimberly Domaingue Hudson, New Hampshire Details
Kimberly Domaingue's TD Wealth Management Experience October 2013 - Present
Job Personal and Business Banking
Industry Financial Services
Experience
TD Wealth Management   October 2013 - Present

Skills
Customer Service, Business Strategy, Management, New Business Development, Sales, Sales Management, Customer Retention, Leadership, Negotiation, Microsoft Office, Banking, Sales Process, Team Building, Strategic Planning, Finance, Marketing Strategy

Education
Manchester Community College

Stephen Keiser Stephen Keiser Greater Philadelphia Area Details
Stephen Keiser's TD Wealth Management Experience September 2012 - Present
Job Vice President, Senior Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2012 - Present
BNY Mellon  May 2008 - September 2012
Wachovia Bank  2004 - 2008
Wilmington Trust  2002 - 2004
Fleet Bank  1993 - 2004
Corestates Bank  1985 - 1993

Skills
Wealth Management, Private Banking, High Net Worth..., Commercial Lending, Portfolio Management, Fixed Income, Equities, Banking, Mutual Funds, Investments, Credit, Securities

Education
Shippensburg University of Pennsylvania   1980 — 1984
Bachelor's of Science, Economics

Scott Schwenderman Scott Schwenderman Greater Boston Area Details
Scott Schwenderman's TD Wealth Management Experience December 2009 - April 2012
Job Operations Manager at McGuire Financial Services
Industry Accounting
Experience
McGuire Financial Services   November 2014 - Present
Earthworks Company   September 2005 - Present
Rosenstein, Halper and Maselli, LLC   January 2014 - October 2014
TD Wealth Management   December 2009 - April 2012
Welch & Forbes LLC  January 2008 - April 2008
Donahue & Associates  January 2004 - April 2007
Genesis Consolidated Services  June 2004 - September 2005

Skills
Marketing, Sales, Project Management, Strategic Planning, New Business Development, Budgets, Sales Operations, Customer Satisfaction, Account Management, Management, Customer Service, Training, Finance, Time Management, CRM, Leadership, Team Building, Financial Analysis, Microsoft Word

Education
Regis College   2002 — 2004
Bachelor of Arts, Business Management

Seth P. McNally Seth P. McNally Portsmouth, New Hampshire Details
Seth P. McNally's TD Wealth Management Experience April 2008 - June 2009
Job VP, Investment Consultant at Kennebunk Investment Services
Industry Financial Services
Experience
LPL Financial / Kennebunk Investment Services   January 2015 - Present
Wells Fargo Advisors, LLC  June 2010 - January 2015
TD Wealth Management   April 2008 - June 2009
Bank of America  2006 - 2008
Banc of America Investments  2005 - 2006

Education
Ohio Wesleyan University   2001 — 2005
Bachelor of Arts (B.A.), Economics, Psychology

Pine-Richland   1992 — 2001

Chris Turi Chris Turi New York, New York Details
Chris Turi's TD Wealth Management Experience July 2009 - December 2011
Job Entrepreneur
Industry Financial Services
Experience
Bark Ave Dog Walkers, LLC   May 2011 - Present
TD Wealth Management   July 2009 - December 2011
Commerce Bank Asset Management   March 2008 - July 2009
John Thomas Financial  June 2007 - December 2007
Enterprise Rent-A-Car  June 2006 - December 2006
Alba Comp   December 2005 - December 2006

Skills
Series 7, Series 63, Mutual Funds, Bonds, Bloomberg, Stocks, Portfolio Management, Strategic Financial..., Investments, Business Development, Alternative Investments, Financial Analysis, Financial Modeling, Equities, Asset Allocation, Management

Education
Palm Beach Atlantic University   2003 — 2005
Bachelors of Science, Business Management

University of West Florida   2001 — 2003
Bachelor of Science, Business Management

Christopher L. Brown Christopher L. Brown Greater New York City Area Details
Christopher L. Brown's TD Wealth Management Experience February 2010 - June 2010
Job Financial Services Professional helping clients create, build and preserve wealth.
Industry Financial Services
Experience
NYLIFE Securities LLC  March 2015 - Present
New York Life Insurance Company  March 2015 - Present
Park Avenue Securities  August 2010 - March 2013
TD Wealth Management   February 2010 - June 2010
E-Trade Financial  May 2008 - July 2009
AXA Advisors  September 2006 - September 2007
Merrill Lynch & Co., Inc   April 2002 - August 2006
Mellon Investor Services  November 1997 - August 2001
D.H. Blair & Co. Inc   March 1996 - September 1997

Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading

Education
Baruch College, City University of New York   1993 — 1995
BBA, Finance

Morehouse College

Erin Xie Erin Xie Toronto, Canada Area Details
Erin Xie's TD Wealth Management Experience July 2015 - Present
Job Banking Specialst at TD
Industry Banking
Experience
TD Wealth Management   July 2015 - Present
TD  February 2014 - Present

Skills
Banking, Financial Analysis, Risk Management, Microsoft Office, Leadership, Finance, Business Analysis, Project Management, Sales, Retail Banking, Portfolio Management, Credit Analysis

Education
York University   2009 — 2013
Bachelor of Arts (B.A.), Financial Business and Economics

Seneca College of Applied Arts and Technology   2007 — 2009
Bachelor's Degree, Accounting

Lyvonne Ellis Lyvonne Ellis Greater New York City Area Details
Lyvonne Ellis's TD Wealth Management Experience May 2011 - October 2012
Job Financial Service Representative at TD Bank Group
Industry Banking
Experience
TD  April 2014 - Present
TD  October 2012 - March 2014
TD Wealth Management   May 2011 - October 2012
TD  March 2008 - May 2011

Skills
Wealth Management, Series 7, Banking, Credit, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Commercial Banking, Credit Analysis, Financial Services, Loans, Mortgage Lending, Relationship Management, Small Business Lending

Education
Queen's College   2006 — 2009
Bachelor's of Arts, Economics

LaGuardia Community College   2004 — 2006
Associate of Science (A.S.), Business Administration and Management, General

Luigi Rivera Luigi Rivera Toronto, Canada Area Details
Luigi Rivera's TD Wealth Management Experience February 2014 - Present
Job Associate, High Value Operations Support Black Card Services at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   February 2014 - Present
TD Wealth Management   September 2011 - February 2014
TD Canada Trust  July 2010 - September 2011
TD Canada Trust  May 2009 - July 2010

Skills
Leadership, Team Motivation, Customer Service, Teamwork, Multi-task & Handle..., Organized, Problem Solving, Time Management, Relationship Management, Portfolio Management, Wealth Management

Education
Ryerson University   2010 — 2017
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General

Seneca College of Applied Arts and Technology   2007 — 2009
Diploma in Business Administration: Human resources

Payman Pahlavan Payman Pahlavan Toronto, Canada Area Details
Payman Pahlavan's TD Wealth Management Experience 2015 - Present
Job Process Reengineering and Ms Office Automation and Integration Specialist
Industry Banking
Experience
TD Wealth Management   2015 - Present
TD  2008 - Present
TD Wealth Management   2006 - 2008
TD Wealth Management   2002 - 2006
EBuild.ca   2001 - 2002
Grace Meat Products   1998 - 2000

Skills
Customer Service, Business Analysis, Banking, Financial Analysis, Financial Services, Relationship Management, Management, Investments, Wealth Management, Risk Management, Retail Banking, Process, database design, vendor relationship...

Education
University of the East
Bachelor of Science, Accounting

The Institute for Computer Studies
E-Commerce Solutions Developer Diploma, Computer Programming/Programmer, General

The Toronto School of Business
Accounting and Computer Diploma, Accounting and Business/Management

Humber College
Accounting Assistant and Microcomputer Training Program, Accounting and Computer Science

Joe Lehrer Joe Lehrer Miami/Fort Lauderdale Area Details
Joe Lehrer's TD Wealth Management Experience May 2013 - Present
Job Financial Services Market Leader at TD Wealth, Mass Affluent
Industry Financial Services
Experience
TD Wealth Management   May 2013 - Present
TD Bank Group  February 2011 - August 2013
TD Bank  March 2010 - February 2011
Tropical Financial Credit Union  October 2005 - December 2009
Bank of America  September 1996 - September 2005
Action Environmental   November 1993 - August 1996

Skills
Banking, Loans, Small Business Lending, Business Planning, Coaching, Commercial Banking, Credit, Finance, Leadership, Management, Marketing, Recruiting, Sales, Sales Management, Strategy, Team Building, Training, Sales Operations, Investments

Education
Strayer University   2009 — 2011
MBA, Business Leadership

Lynn University   1991 — 1994
BPS, Business Administration

Vanessa Thai Vanessa Thai Toronto, Canada Area Details
Vanessa Thai's TD Wealth Management Experience December 2013 - January 2015
Job Recruitment Consultant
Industry Human Resources
Experience
isgSearch  May 2015 - August 2015
TD Wealth Management   December 2013 - January 2015
TD Bank Group  April 2013 - November 2013
TD Bank Group  December 2010 - April 2013

Education
Seneca College of Applied Arts and Technology   2015 — 2015
Graduate Certificate Program (Co-op), Human Resources Management

York University   2008 — 2013
Bachelor of Arts (BA), Business and Society

Haney Dimian CFP® Haney Dimian CFP® New York, New York Details
Haney Dimian CFP®'s TD Wealth Management Experience September 2013 - Present
Job Vice President, Private Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2013 - Present
HSBC Securities  August 2012 - September 2013
HSBC Securities  February 2007 - August 2012
Citi  2006 - 2007

Skills
Series 7, Series 63, Fixed Income, Equities, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investments, Investment Strategies, Retirement Planning, High Net Worth..., Asset Managment, Wealth Management..., Securities, Portfolio Management, Asset Allocation, Financial Services

Education
Queens College   2004 — 2006
BA, Mathematics

Alykhan Ladha Alykhan Ladha Toronto, Canada Area Details
Alykhan Ladha's TD Wealth Management Experience February 2014 - Present
Job Financial Planning Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   February 2014 - Present
TD Canada Trust  August 2011 - February 2014
TD Canada Trust  November 2007 - August 2011

Skills
Banking, Credit, Finance, Investments, Retail Banking, Relationship Management, Financial Planning

Education
Ryerson University   2009 — 2012
Bachelor of Commerce (B.Com.), Finance

Seneca College of Applied Arts and Technology   2005 — 2007
Advanced Diploma in Business Administration, Financial Planning

David Allan David Allan Toronto, Canada Area Details
David Allan's TD Wealth Management Experience May 2010 - December 2011
Job Associate Vice President
Industry Financial Services
Experience
TD Wealth Management   May 2010 - December 2011
TD Waterhouse  October 2005 - May 2010
TD Wealth Management   2000 - 2005

Skills
People Management, People Development, IIROC Branch Manager, Change Management, Wealth Management, Direct Investing, Contact Centre..., Team Building, Customer Service, Options, Conflict Resolution, Complex Problem Solving, Trading (Equities,..., Mutual Funds, Investments, Bonds, Call Center, Management, Securities, Trading, Investment Advisory, Equity Trading, Wealth, Equities, Call Centers, Derivatives, Strategic Financial..., Financial Services, Capital Markets, Risk Management, Banking, Fixed Income, Relationship Management, Portfolio Management, Strategy, Business Process..., Retail Banking, Financial Markets, Bloomberg, Leadership, Financial Risk, Investment Strategies

Education
York University   1988 — 1992
Bachelor of Arts

Canadian Securities Institute

The University of Western Ontario - Richard Ivey School of Business
Leadership Program - Build For the future

Basil Giletto Basil Giletto Greater New York City Area Details
Basil Giletto's TD Wealth Management Experience November 2012 - Present
Job Operations Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   November 2012 - Present
Merrill Lynch  March 2011 - November 2012
Merrill Lynch  June 2008 - March 2011
Merrill Lynch, Pierce, Fenner & Smith   June 2007 - June 2008
Merrill Lynch  January 2007 - June 2007
Merrill Lynch  June 2005 - January 2007
Merrill Lynch, Pierce, Fenner & Smith   January 2003 - June 2005

Skills
Series 7, Series 24, Six Sigma, MBA, Visio, Microsoft Excel, SharePoint, Minitab, Live Meeting, Mutual Funds, Management, Auditing, Banking, Uniform Combined State..., Trading, Credit, Financial Services, Wealth Management, Business Analysis, Financial Analysis, Risk Management, Equities, Investments, Securities

Education
University of Phoenix   2006 — 2008
MBA, Business

Saint Joseph's University   2000 — 2001
Education

Villanova University   1996 — 2000
Bachelor of Arts (BA)

Michael Sorgenti, MBA Michael Sorgenti, MBA Greater Philadelphia Area Details
Michael Sorgenti, MBA's TD Wealth Management Experience August 2012 - January 2014
Job Assistant Vice President, Compliance Risk Control Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  September 2014 - Present
Janney Montgomery Scott LLC  January 2014 - September 2014
TD Wealth Management   August 2012 - January 2014
TD Wealth Management   November 2010 - August 2012
TD Wealth Management   January 2010 - July 2010
TD Wealth Management   April 2008 - July 2010
MetLife  May 2007 - April 2008

Skills
Finance, Mutual Funds, Investments, Securities, Retirement Planning, Insurance, Financial Services, Retirement, Financial Advisory, Management

Education
Rider University   2009 — 2011
MBA, Finance

Rider University   2003 — 2007
Bachelors of Science in Business Administration, Minor In Economics

Martha Hill, CFA Martha Hill, CFA Toronto, Canada Area Details
Martha Hill, CFA's TD Wealth Management Experience August 2007 - Present
Job Associate Vice President, TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   August 2007 - Present
BMO Nesbitt Burns  1999 - June 2007
BMO Nesbitt Burns  1996 - 1999

Skills
Investment Strategies, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Equities, Portfolio Management, Bloomberg, ETFs, Fixed Income, Securities, Financial Planning, Financial Services, Alternative Investments

Education
McMaster University   1988 — 1992
Honours Bachelor of Commerce

Stephanie Mahony Stephanie Mahony Toronto, Canada Area Details
Stephanie Mahony's TD Wealth Management Experience January 2011 - June 2012
Job Associate Manager, Social Media TD Bank Group
Industry Banking
Experience
TD Bank Group  June 2012 - Present
TD Wealth Management   January 2011 - June 2012
TD Waterhouse Institutional Services  March 2010 - January 2011

Skills
Marketing Strategy, Professional..., Wealth Management, Equities, Trading, Trading Systems, Investments, Investment Advisory, Portfolio Management, Custodial Services, Market Research, Social Media Marketing, Spokesperson, Retail Banking, Sales, Business Development, New Business Development, Business Strategy, Financial Markets, Financial Reporting, Social Media, Fixed Income

Education
Ryerson University   2003 — 2006
Bachelor of Commerce (B.Com.), Economics and Managerial Science

Johannes Kepler University, Linz, Austria   2005 — 2005
International Exchange Program, Economics

Jurgen Roediger ITIL, MBA, PMP Jurgen Roediger ITIL, MBA, PMP Toronto, Canada Area Details
Jurgen Roediger ITIL, MBA, PMP's TD Wealth Management Experience May 2010 - December 2010
Job VP, Customer Experience at ComputerTalk Technology, Inc 4165590059
Industry Telecommunications
Experience
ComputerTalk Technology, Inc  January 2011 - Present
TD Wealth Management   May 2010 - December 2010
CGI  October 2009 - May 2010
BELL  June 2007 - October 2009
BELL CANADA  December 2004 - June 2007
Motorola  March 1999 - December 2004
Motorola  January 1996 - January 1999
Motorola  1995 - 1999
SERVICE PRODUCTS   January 1995 - January 1996

Skills
Cross-functional Team..., Telecommunications, PMP, Managed Services, Account Management, Program Management, Vendor Management, Wireless, Call Centers, Unified Communications, PMO, ITIL, Mentoring, Management, Customer Experience, Coaching, Process Improvement, Leadership, SDLC, Project Management, Customer Retention, Security, Integration, International Business, German, Risk Management, Project Portfolio..., Team Management, Team Leadership, Outsourcing, VoIP, Contract Negotiation

Education
QUEEN'S UNIVERSITY   1998 — 2000
MASTER OF BUSINESS ADMINISTRATION (MBA), EMBA

Queen's University   1998 — 2000
MBA, Business

Ryerson University   1997 — 2003
BBUS, Marketing

The George Washington University   2004 — 2007
PMP - ADV, Advanced Project Management

Loyalist College   2005 — 2005
ITIL, Fondation Level

The George Washington University   2001 — 2004
PMP - IT, Information Technology

Program Management Institute   1999 — 2001
PMP, Project Management

Ryerson University   1986 — 1989
Technologist, Power / Controls

Loyalist College   2005 — 2005
Associate's degree, ITIL

RYERSON POLYTECHNICAL INSTITUTE   1997 — 2003
Bachelor of Commerce (BCom), Marketing

Patricia Katsiris Patricia Katsiris Toronto, Canada Area Details
Patricia Katsiris's TD Wealth Management Experience November 2010 - June 2012
Job
Industry Financial Services
Experience
TD Wealth Management   November 2010 - June 2012
St. Michael’s Hospital   August 2010 - October 2010
Scotiabank  March 2010 - August 2010
Men In Black Limousine Services   September 2007 - January 2010
TD Waterhouse Institutional Services  August 2005 - November 2006
TD Asset Management  October 2004 - August 2005
TD Waterhouse Investment Advise   January 1997 - August 2004
TD Bank - TIPS Division   August 1994 - January 1997

Skills
Process Improvement, Software Documentation, Internal Controls, Strategic Planning, Budgets, Analysis, Accounting, Finance, Payroll, Account Reconciliation, Financial Analysis, Banking, Management, Risk Management

Education
Ryerson University   2008 — 2010

Canadian Payroll Association   2000 — 2000

Seneca College of Applied Arts and Technology   1990 — 1992
Accounting and Finance

WA Porter CI   1982 — 1986
High School

Emma Mackie Emma Mackie Providence, Rhode Island Details
Emma Mackie's TD Wealth Management Experience May 2015 - July 2015
Job Student Athlete at Providence College
Industry Marketing and Advertising
Experience
Learfield Sports  June 2015 - August 2015
TD Wealth Management   May 2015 - July 2015
Summer Infant  June 2014 - August 2014

Skills
PowerPoint, Social Media, Microsoft Word, Facebook, Microsoft Excel, Teamwork

Education
Providence College   2012 — 2016
Marketing Major & Finance Minor, Junior

South Delta Secondary School   2008 — 2012
High School Diploma

Gillian Rees Gillian Rees Kitchener, Canada Area Details
Gillian Rees's TD Wealth Management Experience March 2003 - December 2003
Job Owner/Creative Director, Rees Communications Inc.
Industry Marketing and Advertising
Experience
Rees Communications Inc.   2003 - Present
Centre for Family Business (CFFB)   September 2013 - Present
WINC Waterloo   January 2011 - January 2015
TD Wealth Management   March 2003 - December 2003
TD  1999 - 2003

Skills
Marketing Strategy, Business Development, Marketing, Social Media Marketing, Marketing Communications, Entrepreneurship, Email Marketing, Small Business, Online Marketing, Advertising, Brand Development, Public Speaking, New Business Development, Business Coaching

Education
Principia College   1991 — 1995
BA, Studio Art

George Pringle Secondary School   1986 — 1991

Sungchul Shin Sungchul Shin Toronto, Canada Area Details
Sungchul Shin's TD Wealth Management Experience April 2009 - August 2009
Job Financial & Risk Expert, CFA, CPA, MBA
Industry Government Administration
Experience
Office of Superintendent of Financial Institutions Canada   November 2010 - Present
Canada Broadcasting Corporation Pension Plan   August 2009 - November 2010
TD Wealth Management   April 2009 - August 2009
TD Asset Management  January 2006 - March 2009
Samsung SDS  October 2002 - January 2004
PwC Consulting  September 2000 - August 2001
Deloitte  October 1995 - July 1998
KPMG  December 1992 - September 1995

Skills
Portfolio Management, Risk Management, Investments, Market Risk

Education
School of Oriental and African Studies, U. of London   2009 — 2012
Postgraduate certificate, Sustainability Studies

McGill University
Post-MBA Certificate, Quantitative Finance

The University of British Columbia   2001 — 2002
MA, Economics/econmetrics

The University of Chicago Booth School of Business   1998 — 2000
MBA, Finance, Economics

Yonsei University   1989 — 1993
BBA, Accounting and finance

Anita Fonseca, PMP Anita Fonseca, PMP Toronto, Canada Area Details
Anita Fonseca, PMP's TD Wealth Management Experience December 2011 - June 2012
Job
Industry Information Technology and Services
Experience
Manulife Financial  June 2012 - Present
TD Wealth Management   December 2011 - June 2012
Scotia Capital  May 2011 - October 2011
Manulife Financial - John Hancock   June 2009 - May 2011
COHPA   January 2009 - June 2009
Seneca College  September 2008 - December 2008
Bank of Montreal  June 2007 - October 2008
CIBC  September 2006 - June 2007
Symcor  March 2005 - September 2006
Versa Systems  November 2001 - March 2005

Skills
Stakeholder Management, Requirements Management, Business Case..., Risk Assessment, Project Implementation, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence, Requirements Gathering, SDLC, Project Management, PMP, Analysis, Quality Assurance, Cross-functional Team..., Business Process..., Business Requirements, IT Strategy, Management, Software Project..., Governance, Business Process..., Systems Analysis, PMO, CRM, Data Modeling, Project Delivery, User Acceptance Testing, Management Consulting, RUP, Gap Analysis, Social Collaboration, Compliance

Education
Humber College   2011 — 2011
Project Cost Management

Project Management Institue   2009 — 2009
PMP

Laurie Lim PMP, P.Eng. Laurie Lim PMP, P.Eng. Toronto, Canada Area Details
Laurie Lim PMP, P.Eng.'s TD Wealth Management Experience May 2012 - February 2014
Job Project Manager
Industry Banking
Experience
FIS - Fidelity Information Services  August 2015 - Present
CIBC  October 2014 - July 2015
TD  March 2014 - October 2014
TD Wealth Management   May 2012 - February 2014
IG Machine and Fibers Ltd.   July 2007 - February 2014
Powerlasers ATC   2005 - 2007

Skills
Process Improvement, Project Engineering, Project Management, Management

Education
McMaster University   1999 — 2004
B.Eng.Mgt, Manufacturing Engineering

Ernest Pang Ernest Pang Toronto, Canada Area Details
Ernest Pang's TD Wealth Management Experience October 2007 - June 2010
Job Financial Service Manager
Industry Financial Services
Experience
Manulife Financial  June 2013 - April 2014
Manulife Financial  July 2012 - June 2013
TD Bank Financial Group - Branches  June 2010 - July 2012
TD Wealth Management   October 2007 - June 2010
TD Waterhouse  August 2005 - November 2007
TD Waterhouse  1999 - 2005

Skills
Financial Services, Customer Service, Leadership, Sales, Mutual Funds, Investments, Banking, Financial Planning, Financial Analysis, Risk Management

Education
Ryerson University

Lourdes Santiapillai, CPM Lourdes Santiapillai, CPM Toronto, Canada Area Details
Lourdes Santiapillai, CPM's TD Wealth Management Experience 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
TD Wealth Management   2014 - Present
IFDS  2013 - 2014
Don Bosco Centre   June 2012 - 2013
DundeeWealth Management Inc. / Scotia Bank   2004 - 2012
Dundee Wealth Management Inc.   2001 - 2004
Fortune Financial Inc.   January 1998 - 2001

Skills
Securities, Mutual Funds, Investments, Customer Service, Back Office, Microsoft Office, Customer Relations, Budgeting, Coaching, Problem Solving, Team Building, Documentation, Administration, Building Relationships, System Administration, Budgets, Software Documentation, Wealth Management, Retirement, Account Reconciliation, Investment Strategies, Accounting, Time Management, Financial Planners, Strategic Financial..., Asset Allocation, Microsoft Excel, Insurance, Retirement Planning, Business Analysis, Outlook, Financial Services, Estate Planning, Investment Advisory, Portfolio Management, Risk Management, Asset Management, Management, Financial Planning

Education
Seneca College of Applied Arts and Technology   1995 — 1998
Accounting and Finance Diploma, Business Administration and Management, General

St. Joseph's Morrow Park   1990 — 1994

Cathy Knoll Cathy Knoll Greater Philadelphia Area Details
Cathy Knoll's TD Wealth Management Experience August 2010 - March 2011
Job Retired
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family  OwnerCLK ConsultingApril 2010 - January 2015
Sykes  April 2012 - July 2012
Bryant Park Capital  July 2011 - March 2012
TD Wealth Management   August 2010 - March 2011
TD Wealth Management   May 2008 - July 2010
Commerce Capital Markets  March 1997 - May 2008
PECO Energy  January 1986 - January 1991

Skills
Data Analysis, Data Management, Data Integration, Database Design, MS Access, Database Administration, Relational Databases, Reporting Systems, Financial Reporting, Visual Studio, Business Analysis, Programming, Visual Basic, Queries, Quickbooks, Excel, Creative Problem Solving, Training & Development, Sungard, M&O Commission System, NFS Data Parsing, Access, Databases, Risk Management, SDLC, Process Improvement, SQL

Education
Rutgers, The State University of New Jersey-Camden   1982 — 1986
BS, Computer Science

Bret Agey Bret Agey Greater Philadelphia Area Details
Bret Agey's TD Wealth Management Experience 2011 - Present
Job PCS Specialist at TD Bank Group
Industry Financial Services
Experience
TD Bank Group  May 2011 - Present
TD WEALTH MANAGEMENT   2011 - Present
Commerce Capital Markets  January 2007 - August 2010

Education
Penn State University   2001 — 2005

Pennsylvania State University, Smeal College of Business   2001 — 2005

Robert Golio Robert Golio Greater New York City Area Details
Robert Golio's TD Wealth Management Experience January 2015 - Present
Job Financial Services Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2015 - Present
TD Bank  July 2010 - January 2015
Mondelēz International  July 2006 - November 2014
Northwestern Mutual  May 2009 - June 2010

Skills
Investments, Banking, Finance, Financial Services, Retirement Planning, Loans, Wealth Management, Insurance, Mortgage Lending, Life Insurance, Customer Service, Financial Planning, Retirement, Fixed Annuities, Leadership, Sales, Management

Education
Long Island University, C.W. Post Campus   2007 — 2009
B.S, Finance

Nassau Community College   2005 — 2007
Associates, Business Adminstration

Sonia Maloney Sonia Maloney Calgary, Canada Area Details
Sonia Maloney's TD Wealth Management Experience 2005 - 2007
Job Chief Operating Officer at Norrep Capital Management Ltd
Industry Investment Management
Experience
Norrep Capital Management Ltd.   August 2014 - Present
Mawer Investment Management  August 2009 - July 2014
Canada Pension Plan Investment Board  September 2008 - July 2009
Canada Pension Plan Investment Board  July 2007 - September 2008
TD Wealth Management   2005 - 2007
TD Securities  2004 - 2005
TD Bank  2002 - 2004

Skills
Portfolio Management, Investments, Business Analysis, Risk Management, Financial Services, Equities, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Financial Analysis, Securities, Asset Management, Asset Managment, Strategic Planning, Strategic Partnerships, Business Strategy, Business Planning, Team Building, Budget Management, Operations Management, Operational Excellence, Contract Negotiation, Change Management

Education
Macquarie University
Masters, Masters of Applied Finance

Queensland University of Technology
B.Bus, Accounting

Shaun Rowe Shaun Rowe Toronto, Canada Area Details
Shaun Rowe's TD Wealth Management Experience October 2010 - July 2013
Job Sales & Purchasing Manager at Aurora Timberland Wholesale Hardwoods
Industry Financial Services
Experience
Aurora Timberland Wholesale Hardwoods   July 2013 - Present
TD Wealth Management   October 2010 - July 2013
Smith Company Commercial Real Estate Services   2007 - 2010
Aurora Timberland Wholesale Hardwood   January 2001 - July 2006

Skills
Wealth Management, Investments, Retirement, Wealth, Financial Planning, Insurance

Education
Ryerson University
Bachelor's Degree, Accounting and Finance

Amanvir Boparai Amanvir Boparai Toronto, Canada Area Details
Amanvir Boparai's TD Wealth Management Experience February 2014 - Present
Job Solution Designer at TD Wealth Management
Industry Computer Software
Experience
TD Wealth Management   February 2014 - Present
LiveInsite/RedWolfOnline   June 2013 - November 2014
iStreamPlanet Co.  September 2008 - March 2013
Altus Technologies, Inc  October 2006 - August 2008

Skills
Silverlight, LINQ, WPF, .NET, SQL Server, Cloud Computing, Microsoft SQL Server, C#, HTML, Web Services, SOA, JSON, IIS, ASP.NET, ASP.NET MVC, WCF, Agile Methodologies, HTML 5, jQuery, Scrum, Web Applications, JavaScript, Visual Studio

Education
Punjab Technical University   1998 — 2001
Masters, Information Technology

Kraig Brunelle Kraig Brunelle Greater New York City Area Details
Kraig Brunelle's TD Wealth Management Experience May 2013 - Present
Job Senior Vice President Head of Products & Services US at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   May 2013 - Present
UBS Global Family Office - Americas   January 2012 - May 2013
UBS Wealth Management  December 2006 - February 2012
UBS Wealth Management  October 2003 - November 2006
UBS Wealth Management  November 2002 - October 2003
UBS Wealth Management  April 2000 - November 2002
TD Ameritrade  June 1999 - April 2000
TD Ameritrade  September 1995 - June 1999
Kansaibei Language Services   September 1992 - June 1995

Skills
Product Development, Strategic Planning, Project Management, Portfolio Management, Equity Derivatives, Product Management, Core Banking, Equities, Fixed Income, Vendor Management, Family Office, Financial Services, Hedge Funds, Derivatives, Investments, Capital Markets, Wealth Management, Strategy, Risk Management, Securities, Trading, Alternative Investments, Banking, Options, Electronic Trading, Investment Banking, FX Options

Education
関西大学   1992 — 1994
Kansai International School, Japanese

University of Vermont   1988 — 1992
Bacholer of Science, Economics & East Asia Studies

Winooski

Linda Rowlison Linda Rowlison Toronto, Canada Area Details
Linda Rowlison's TD Wealth Management Experience June 2010 - April 2011
Job Sr. Manager, ATM North American Project Management Office at TD Bank Group
Industry Financial Services
Experience
TD Bank Group  April 2011 - Present
TD Wealth Management   June 2010 - April 2011
TD Canada Trust  August 2007 - May 2010
TD Canada Trust  January 2005 - July 2007

Skills
PMO, Leadership, Project Planning, Project Portfolio..., Business Analysis, Vendor Management, SDLC, PMP, Risk Management, IT Strategy, Project Delivery, Analysis, Requirements Gathering, Business Process..., Banking

Education
Project Management Institute   2010 — 2010
PMP, Project Management

Ryerson University   1984 — 1990
Information Systems Management

Joseph Villari Joseph Villari Greater Philadelphia Area Details
Joseph Villari's TD Wealth Management Experience May 2007 - July 2009
Job Manager
Industry Farming
Experience
Fresh Water Greens   December 2012 - Present
Villari Vineyards   May 2010 - Present
TD Wealth Management   May 2007 - July 2009
MetLife  June 2005 - May 2007

Skills
Strategic Financial..., Management, Sales Management, Operations Management, Small Business, Business Development, Business Process..., Business Planning, Brand Development, Product Marketing, Sales, Customer Acquisition, Construction, Construction Management, Customer Service, Customer Satisfaction, Hydroponics, Vineyard Management, Winemaking, Investments, Risk Management, Financial Analysis, Banking, Portfolio Management, Strategic Planning, Microsoft Excel, Program Management, Marketing, Leadership, Analysis, Leadership Development, Budgets, Process Improvement, Product Development, Contract Negotiation, Negotiation, Team Building, Project Planning, Business Strategy, New Business Development

Education
Salisbury University   2003 — 2004
Master of Business Administration (MBA)

Frederick (Fritz) Boy Frederick (Fritz) Boy South Yarmouth, Massachusetts Details
Frederick (Fritz) Boy's TD Wealth Management Experience 2011 - 2012
Job Tax and Accounting Specialist
Industry Accounting
Experience
Frederick A Boy, EA   October 1986 - Present
Sherman, Kelly & Associates, PC   January 2013 - April 2014
TD Wealth Management   2011 - 2012
REEF Realty   1988 - 2011

Skills
General Ledger, Account Reconciliation, Accounts Payable, Journal Entries, Accounting, Sales Tax, Federal & State Income..., Income Tax, Tax, Tax Returns, Bookkeeping, QuickBooks, Internal Controls, Tax Preparation

Education
Northeastern University   1974 — 1979
Bachelor of Science (BS), Accounting

Madelyn Morales Madelyn Morales Greater New York City Area Details
Madelyn Morales's TD Wealth Management Experience December 2011 - Present
Job Commercial Loan Specialist II
Industry Banking
Experience
TD Bank, N.A   December 2011 - Present
TD Wealth Management   December 2011 - Present
TD Bank  May 2005 - May 2010
North Fork Bank  May 2000 - May 2005
Tirado Medical Center   June 1992 - May 2000

Skills
Loans, Banking, Microsoft Excel, Customer Service, Loan Origination, PowerPoint, Commercial Banking, Commercial Lending, Finance, Insurance, Mortgage Lending, Retail Banking, Small Business Lending

Education
New England College of Business   2011 — 2014
Bachelor Degree, Bachleor of Science - Business Administration

Hudson County Community College   2007 — 2010
Associates Degree, Associates in Busines - Liberal Arts

Kenneth Bradshaw Jr. Kenneth Bradshaw Jr. Greater Philadelphia Area Details
Kenneth Bradshaw Jr.'s TD Wealth Management Experience September 2009 - August 2010
Job Divisional Sales Manager at iShares
Industry Financial Services
Experience
iShares  July 2013 - Present
BlackRock  July 2011 - July 2013
BlackRock Investments   August 2010 - June 2011
TD Wealth Management   September 2009 - August 2010
Merrill Lynch  December 2006 - September 2009
Merrill Lynch Investment Managers/BlackRock   April 2006 - December 2006
Merrill Lynch Retirement Group  January 2004 - April 2006
Safeco  October 2002 - January 2004
TD Waterhouse  May 1999 - October 2002

Skills
Finance, Financial Analysis, Analysis, Investments, Fixed Income, Mutual Funds, Asset Management, Management, Alternative Investments, Credit

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2009
Masters of Business Administration, Finance

University of North Carolina at Charlotte - Belk College of Business   1994 — 1997
BS Business Administration, Finance/Financial Management

Taania Sheikh Taania Sheikh New York, New York Details
Taania Sheikh's TD Wealth Management Experience November 2012 - Present
Job Vice President at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   November 2012 - Present
TD Securities  January 2011 - November 2012
TD Securities  July 2008 - January 2011
KPMG  September 2005 - July 2008

Skills
Financial Services, Business Analysis, Business Process..., GAAP, Change Management, Leadership, Analytics, Operational Risk, Non-profit Volunteer, Business Coaching, Strategic Planning, Finance, Banking, Strategy, Accounting, Financial Risk

Education
McMaster University   2001 — 2005
Hons. BComm

CICA
Chartered Professional Accountant (CPA, CA)

Michael Lai, MBA, CFA, FRM Michael Lai, MBA, CFA, FRM Toronto, Canada Area Details
Michael Lai, MBA, CFA, FRM's TD Wealth Management Experience 2009 - 2011
Job Manager, VA Hedging Operation at Manulife Financial, General Fund Investment, Global Derivative Services
Industry Investment Management
Experience
Manulife Financial, General Fund Investment, Global Derivative Services   April 2015 - Present
Manulife Financial, General Fund Investment, Global Asset and Liability Management   2011 - Present
TD Wealth Management   2009 - 2011
TD Asset Management  2007 - 2009

Skills
Portfolio Management, Risk Management, Market Risk, Analytics, Credit Risk, Financial Risk, Fixed Income, Capital Markets, Financial Services, Equities, Credit, Mutual Funds, Bloomberg, Valuation, Derivatives

Education
Richard Ivey School of Business   2002 — 2004
MBA

Canadian Management Center

Anthony Sylvester Anthony Sylvester Toronto, Canada Area Details
Anthony Sylvester's TD Wealth Management Experience May 2014 - Present
Job Design & Quality Assessment Lead at TD Wealth Management
Industry Computer Software
Experience
TD Wealth Management   May 2014 - Present
Frameworks  June 2012 - April 2014
White Clarke Group NA   July 2003 - June 2012
Microforum  March 2001 - June 2002
Frameworks  March 1998 - March 2000
McGill Multimedia   March 1996 - March 1998
KBS Technology Inc   August 1994 - December 1995

Skills
JavaScript, Java, HTML, JSP, PL/SQL, XML, Subversion, SQL Server, JDBC, SQL, J2EE, Eclipse, Databases, Software Development, Windows, C#, ASP, T-SQL, Microsoft SQL Server, Java Enterprise Edition, Requirements Analysis, Business Analysis, Web Applications

Education
Ryerson University   2007 — 2010

Seneca College of Applied Arts and Technology   1991 — 1994
CPA, Computer Programming and Analysis (CPA Program) Diploma

Lex Roberts Lex Roberts Vancouver, Canada Area Details
Lex Roberts's TD Wealth Management Experience 2000 - 2007
Job Associate Portfolio Manager at Guardian Capital Advisors
Industry Investment Management
Experience
Guardian Capital Advisors   February 2007 - Present
TD Wealth Management   2000 - 2007

Skills
Portfolio Management, Investments, Financial Advisory, Wealth Management, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Asset Management

Education
Simon Fraser University   1983 — 1987
Bachelor of Arts (B.A.), Economics

Karen Cornelius, CMP Karen Cornelius, CMP Toronto, Canada Area Details
Karen Cornelius, CMP's TD Wealth Management Experience September 2014 - Present
Job Event Manager, Wealth Shared Services, TD Bank Group
Industry Financial Services
Experience
TD Wealth Management   September 2014 - Present
TD Securities  April 2008 - Present
CICA  2006 - 2008
TSX Group  2001 - 2005
TSX Group  1994 - 2001

Skills
Corporate Events, Entertainment, Event Planning, Sponsorship, Marketing Communications, Event Management, Trade Shows, Corporate Communications, Management, Budgets, Marketing

Education
George Brown College   1998 — 2000
Meetings & Convention Management, Event Management

Seneca College of Applied Arts and Technology
Business & Tourism

Naeem Alarakhia Naeem Alarakhia Toronto, Canada Area Details
Naeem Alarakhia's TD Wealth Management Experience May 2006 - January 2007
Job Project Manager at MLSE (Maple Leaf Sports & Entertainment)
Industry Sports
Experience
MLSE (Maple Leaf Sports & Entertainment)   November 2014 - Present
paradigm quest  January 2012 - September 2014
RBC Canadian Banking   March 2009 - December 2011
RBC Capital Markets Compliance   November 2007 - March 2009
RBC Capital Markets  February 2007 - November 2007
TD Wealth Management   May 2006 - January 2007

Skills
Investment Banking, Bloomberg, Capital Markets, SDLC, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Visio, Project Portfolio..., Risk Management, PMP, User Acceptance Testing, Business Process..., Integration, Banking, IT Strategy, Business Intelligence, Analysis, Business Requirements, Cross-functional Team..., Process Improvement

Education
Ryerson University   2006 — 2011
Change School of Continuing Eduction (Ryerson), Project Management

University of Waterloo   1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government

James Stellick James Stellick Toronto, Canada Area Details
James Stellick's TD Wealth Management Experience April 2011 - November 2012
Job Sales and Marketing at Picton Mahoney Asset Management
Industry Investment Management
Experience
Picton Mahoney Asset Management  September 2013 - Present
TD Waterhouse  November 2012 - September 2013
TD Wealth Management   April 2011 - November 2012
Macquarie  2009 - 2009
Macquarie  2009 - 2009

Education
McGill University   2006 — 2010
Bachelor of Commerce (B.Com.), Finance, General

Pamela Churchill, CIM® Pamela Churchill, CIM® London, Canada Area Details
Pamela Churchill, CIM®'s TD Wealth Management Experience March 2009 - Present
Job TD Wealth Advisor, TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Management   March 2009 - Present
CIBC Wood Gundy  2002 - 2009

Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Finance, Insurance, Wealth Management..., Wealth, Estate Planning, Securities, Bonds, ETFs

Education
The University of Western Ontario - Huron University College

Vito Violante Vito Violante Toronto, Canada Area Details
Vito Violante's TD Wealth Management Experience 2008 - Present
Job Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse  April 2008 - Present
TD Wealth Management   2008 - Present

Skills
Portfolio Management, Asset Allocation, Banking, Wealth Management..., Relationship Management, Asset Management, Team Leadership, Credit, Management, Fixed Income, Cash Management, Wealth Management, Financial Services, Residential Mortgages, Finance, Estate Planning, Retail Banking, Mutual Funds, Credit Analysis, Customer Service, High Net Worth..., Retirement Planning, Investment Advisory, Financial Planning, Investments, Branch Banking

Education
Humber College
Hospitality Management

SEAN O'CONNOR CFP SEAN O'CONNOR CFP Ramsey, New Jersey Details
SEAN O'CONNOR CFP's TD Wealth Management Experience 2009 - Present
Job Wealth Market Leader
Industry Banking
Experience
TD Wealth Management   2009 - Present
AXA Private Markets   August 2008 - 2009
Wachovia Wealth Management  January 2002 - August 2008

Skills
Wealth Management, Asset Management, Private Banking, Financial Planning, Investment Advisory, Trust and Estate..., Charitable Giving..., Trust, Estate Planning, Asset Managment, Loans, Strategy, Investment Management, Financial Services, Wealth, Relationship Management, Mutual Funds, Retirement, Securities, Portfolio Management, Banking, Mortgage Lending, Strategic Financial..., Wealth Management..., Asset Allocation, Alternative Investments, Series 7, Investments, Retirement Planning, Investment Strategies, Credit, Financial Advisory, High Net Worth..., Series 63

Education
Wharton School of Business, Certification Program   2009 — 2009

Pace University - Lubin School of Business   1987 — 1992
BBA, Marketing Management

Cory Elk Cory Elk Mount Laurel, New Jersey Details
Cory Elk's TD Wealth Management Experience October 2009 - June 2010
Job Supervisory Principal at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning  June 2014 - Present
MetLife  April 2013 - September 2013
MetLife  September 2010 - April 2013
TD Wealth Management   October 2009 - June 2010
TD Wealth Management   January 2007 - October 2009
ROSATO ELECTRIC CORPORATION   April 2006 - January 2007
Merrill Lynch  May 2004 - February 2006
Merrill Lynch  October 1999 - May 2004
TD Waterhouse Capital Markets, Inc.   July 1996 - May 1999

Skills
Mutual Funds, Series 24, Trading, Options, Microsoft Excel, Securities, FINRA, Microsoft Office, Employee Training, Customer Service, Corporate Actions, Financial Services, Life Insurance, Alternative Investments, Fixed Annuities, Insurance, Whole Life, Equities, Investments, Series 7, Series 63

Education
Johnson and Wales University   1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management

Steven Vango Steven Vango Toronto, Canada Area Details
Steven Vango's TD Wealth Management Experience Associate Investment AdvisorTD Wealth ManagementSeptember 2003 - Present
Job Associate Investment Advisor
Industry Investment Management
Experience
TD Wealth Management   Associate Investment AdvisorTD Wealth ManagementSeptember 2003 - Present

Skills
Microsoft Excel, Microsoft Word

Education
Ryerson University
Bachelor's Degree

Aman Bhatti Aman Bhatti Toronto, Canada Area Details
Aman Bhatti's TD Wealth Management Experience June 2014 - Present
Job Financial Planner at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   June 2014 - Present
T D CANADA TRUST BANK   June 2010 - Present
HSBC Retail Banking and Wealth Management  October 2007 - October 2009
ICICI Bank  2003 - 2007

Skills
Wealth Management, Private Banking, Retail Banking, Banking, Portfolio Management, Branch Banking, Mutual Funds, Cross Selling, Investment Advisory, Relationship Management, Trade Finance, Commercial Banking, Credit, Loans, Credit Risk, Credit Analysis, Investment Banking, Mortgage Lending, Investments, Financial Advisory, Small Business Lending, Wealth Management..., Financial Risk, Retirement Planning, Core Banking, Risk Management, Structured Products, Lines Of Credit, Private Equity, Residential Mortgages, Branch Management, Financial Planners, Wealth

Education
Canadian Securities Institute   2010 — 2011
CFP, Financial Planner

Punjab Technical University   2001 — 2003
Master of business Administration, Marketing / Finance

Muteeb Suhail Muteeb Suhail North Hollywood, California Details
Muteeb Suhail's TD Wealth Management Experience June 2011 - March 2012
Job Business Development Associate at TD Direct Investing
Industry Financial Services
Experience
TD Direct Investing  May 2014 - April 2015
B2B Bank Securities Services Inc   October 2012 - April 2014
TD Wealth Management   June 2011 - March 2012
BMO Investor Line   October 2008 - November 2008
Damien Cummings Accounting Services   November 2006 - October 2008
Ryerson University  2004 - 2008

Skills
Analytical Skills, Financial Analysis, Risk Management, Investments, Management, Equities, Accounting, Auditing, Mutual Funds, Finance, Analysis, Financial Modeling, Business Development, Strategic Financial..., Internal Audit, Banking, Derivatives, Portfolio Management, Securities, Trading, Time Management, Corporate Finance, Valuation, Financial Services, Bloomberg, Financial Risk, CRM, Fixed Income, Options, Wealth Management, Relationship Management, Capital Markets, Asset Management, Bonds, Financial Markets

Education
Ryerson University   2003 — 2007
B.Comm, Accounting

CFA Institute
CFA Level 2 exam 2014

Canadian Securities Institute
Canadian Securities Course

Canadian Securities Institute
Conducts and Practices Handbook

Canadian Securities Institute
Derivatives Fundamental Course

Canadian Securities Course
Options Licensing Course

Scott Kosior Scott Kosior Springfield, Massachusetts Area Details
Scott Kosior's TD Wealth Management Experience February 2010 - April 2010
Job Analyst
Industry Financial Services
Experience
KForce at MassMutual   November 2010 - May 2012
TD Wealth Management   February 2010 - April 2010
The Option Institute and Autism Treatment Center of America  May 2009 - January 2010
TD Wealth Management   2008 - 2009
TD Wealth Management   1999 - 2007
Springfield Institution for Savings  1993 - 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Sales Operations, Sales Management, Compliance, Sales Support, Budgeting, Coaching, Public Speaking, Team Leadership, Budgets, Management, Finance, Event Management, Banking, Sales, Financial Risk, Investments, CRM, Financial Services

Education
Western New England College   1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management

Providence College   1987 — 1991
Bachelor of Science (B.S.), Finance

Larry Jin Larry Jin Toronto, Canada Area Details
Larry Jin's TD Wealth Management Experience December 2011 - January 2012
Job Senior Investment Manager at Ginkgo Investment
Industry Financial Services
Experience
Ginkgo Capital   2012 - Present
TD Wealth Management   December 2011 - January 2012
Rising Investment Management Co., Ltd   January 2009 - November 2011
Tairen capital   2007 - 2008
PCCW GLOBAL  October 2006 - October 2007
IBM  July 2001 - June 2006

Skills
Financial Modeling, Investments, Hedge Funds, Research, Valuation, Equities, Private Equity, Financial Analysis, VBA, Due Diligence, Asset Management, Derivatives, Equity Research

Education
Nanjing University
B.S, Physics

Sheilah Reycraft Schipani Sheilah Reycraft Schipani Greater New York City Area Details
Sheilah Reycraft Schipani's TD Wealth Management Experience July 2012 - Present
Job Consultant at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   July 2012 - Present
Morgan Stanley Smith Barney  June 2009 - June 2010
Citi  August 2002 - May 2009
UBS  July 1997 - August 2002
US Securities and Exchange Commission  September 1993 - July 1997

Education
St. John's University School of Law   1990 — 1993
JD, Law

Convent of the Sacred Heart

New York University
BA, Social Sciences-Economic Theory

New York University
AAS, Medical Assisting

Rana Rizvi Rana Rizvi Toronto, Canada Area Details
Rana Rizvi's TD Wealth Management Experience January 2011 - April 2012
Job Urdu/English Interpreter (on call basis) at MCIS Language Services
Industry Nonprofit Organization Management
Experience
RBC  April 2013 - Present
MCIS Language Services/Barbara Schlifer Clinic/COSTI   July 2010 - Present
Markham-Kingston Medical Centre   May 2011 - June 2013
TD Auto Finance  May 2012 - March 2013
TD Wealth Management   January 2011 - April 2012
Granite Claims   May 2010 - December 2010
CIBC  January 2007 - April 2010
CIBC  August 2003 - December 2006
CIBC  August 2001 - August 2003
DAWN, THE NEWS, STAR   August 1982 - May 2001

Skills
Excellent..., Excellent telephone..., Proficient in..., Proficient in..., Excellent knowledge..., Passion for helping..., ability to adapt to..., Advance MS Office..., Excellent knowledge of..., Strong knowledge of..., knowledge of banking...

Education
MCIS   2010 — 2010
Interpreter, A

Medix School   2010 — 2010
Diploma in Medical Office Assistant, A

Karachi University   1999 — 2001
Master's Degree, Arts (Journalism), A+ ((first position)

University of Karachi, Pakistan   1997 — 1999
Bachelor's Degree, Science (Biology and Chemistry), A+

Andrea Leung Andrea Leung Toronto, Canada Area Details
Andrea Leung's TD Wealth Management Experience May 2012 - August 2012
Job
Industry Financial Services
Experience
CIBC Mellon  November 2013 - Present
TD Wealth Management   May 2012 - August 2012
Private Investment Advice - TD Wealth Management   May 2010 - August 2010

Education
Ivey Business School at Western University   2011 — 2013
HBA - Honours in Business Administration, Passed with Distinction

CPA Ontario

Bayview Secondary School   2005 — 2009
International Baccalaureate & Ontario Secondary School Diploma

Christopher Blake, CFA Christopher Blake, CFA Toronto, Canada Area Details
Christopher Blake, CFA's TD Wealth Management Experience March 2014 - Present
Job Manager, North American Equities at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   March 2014 - Present
OMERS Capital Markets  October 2008 - August 2012
RBC Asset Management Inc   October 2000 - January 2008
Economic Investment Trust, United Corporations and Dominion of Canada Insurance   January 1996 - July 2000
Adheco Limited   January 1991 - January 1996
Chubb Insurance Company of Canada  May 1987 - December 1988
Stackpole Limited  May 1985 - February 1987

Skills
Financial Analysis, Financial Modeling, Industry Analysis, Equity Valuation, Equities, Capital Markets, Portfolio Management, Debt, Forecasting, Equity Research, Competitive Analysis, Analysis, Risk Management, Investments, Finance

Education
CFA Institute   1995 — 1998
Chartered Financial Analyst

York University   1989 — 1991
MBA

Ryerson University   1981 — 1985
Bachelor of Technology, Mechanical Engineering

Vince Macri Vince Macri Toronto, Canada Area Details
Vince Macri's TD Wealth Management Experience September 2007 - May 2010
Job President at Ridgeview Trim & Doors
Industry Building Materials
Experience
Ridgeview Trim & Doors   May 2010 - Present
TD Wealth Management   September 2007 - May 2010

Skills
Financial Analysis, Forecasting, Strategic Planning, Budgeting, Sales Management, Management, Asset Management, Financial Planning, Wealth Management, Leadership Development

Education
Ryerson University   2005 — 2010
Bachelor of Commerce (B.Com.), Finance and Financial Management Services

Humber College   2001 — 2003
Business Management, Financial Planning and Services

Kaitlin Hunt Kaitlin Hunt Greater New York City Area Details
Kaitlin Hunt's TD Wealth Management Experience March 2010 - November 2012
Job Facility Specialist at FM Facility Maintenance
Industry Financial Services
Experience
FM Facility Maintenance  October 2013 - Present
FM Facility Maintenance  February 2013 - October 2013
TD Wealth Management   March 2010 - November 2012

Skills
Banking, Credit, Retail Banking, Loans, Retirement Planning, Commercial Banking, Call Centers, Problem Solving, Facilities Management, Invoice Processing, Project Management

Education
Mount Saint Mary College   2005 — 2009
Bachelor, Public Relations

Heidi Moffitt Heidi Moffitt Greater Boston Area Details
Heidi Moffitt's TD Wealth Management Experience April 2002 - June 2012
Job Portfolio Management Assistant at US Trust
Industry Financial Services
Experience
US Trust  May 2014 - Present
Nashua Capital Management   June 2012 - March 2014
TD Wealth Management   April 2002 - June 2012

Education
San Francisco State University
Finance

Suffolk County Community College
Liberal Arts and Sciences/Liberal Studies

Joseph J. Clarke Joseph J. Clarke Greater Philadelphia Area Details
Joseph J. Clarke's TD Wealth Management Experience October 2014 - Present
Job PCS Operations Specialist III
Industry Financial Services
Experience
TD Wealth Management   October 2014 - Present
TD Wealth Management   April 2014 - Present
Haddon Township Municipality   May 2012 - Present
Morgan Stanley Wealth Management  June 2013 - December 2013
Heritage Real Estate and Appraisal Company   May 2008 - May 2012
Law Offices of Dennis J. Crawford   May 2011 - September 2011

Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning

Education
Erivan K. Haub School of Business   2008 — 2012
Bachelor of Science, Finance, General

Saint Joseph's University   2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Finance GPA: 3.02

Maura Maguire Maura Maguire Manchester, New Hampshire Details
Maura Maguire's TD Wealth Management Experience February 2009 - Present
Job Private Banking Client Associate II, TD Wealth Private Client Group
Industry Financial Services
Experience
TD Wealth Management   February 2009 - Present
Dream Dinners  October 2007 - Present
Plaza Home Mortgage  February 2008 - February 2009
American Brokers Conduit  March 2005 - August 2007
Regency Mortgage Corp. NMLS #1938   September 2002 - September 2004
Palace Theatre  September 1999 - September 2002
Fleet Bank  September 1990 - June 1999

Skills
Wealth Management, Residential Mortgages, Customer Service..., Creative Problem Solving, Public Relations, Marketing Communications, Event Planning, Administrative..., Loans, Management, Real Estate, Loan Origination, Underwriting, Mortgage Lending, Banking, Credit, Portfolio Management, Consumer Lending

Education
Saint Anselm College   1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General

John Nicoletti, CPA, CA John Nicoletti, CPA, CA Toronto, Canada Area Details
John Nicoletti, CPA, CA's TD Wealth Management Experience November 2008 - Present
Job Senior Tax Consultant at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   November 2008 - Present
MNP LLP (formerly EvansMartin LLP)   November 2003 - November 2008
Nicoletti Construction Limited   May 2001 - November 2003
NaselloFrancella LLP   November 1999 - May 2001

Skills
Over ten years of..., Specializing in..., Auditing, Accounting, Tax, Financial Statements, General Ledger, Variance Analysis, Payroll, Cash Flow, Accounts Receivable, Corporate Tax, Analysis, Budgets, Due Diligence, Bookkeeping, Process Improvement

Education
CICA In-Depth Level 1 and 2 Tax Course   2011 — 2013
Taxation

•Chartered Accountant, Institute of Chartered Accountants of Ontario
Chartered Accountant of Ontario

Ryerson University   1995 — 1999
Bachelor of Commerce Degree, Majoring in Accounting with a Minor in Law

Shahed Alam Shahed Alam Greater New York City Area Details
Shahed Alam's TD Wealth Management Experience August 2011 - Present
Job Financial Services Professional
Industry Banking
Experience
TD Wealth Management   August 2011 - Present

Skills
Banking, Credit, Customer Service, Loans, Financial Analysis, Microsoft Excel, Microsoft Office, Retail Banking, Credit Analysis, Investments, Microsoft Word, Mortgage Lending, Finance, Commercial Banking, PowerPoint, Credit Risk, Risk Management, Financial Services, Mutual Funds, Wealth Management

Education
Hunter Business School   2005 — 2009
Bachelor's Degree, Social Sciences

Arielle Warren Arielle Warren Toronto, Canada Area Details
Arielle Warren's TD Wealth Management Experience August 2014 - Present
Job
Industry
Experience
TD Wealth Management   August 2014 - Present
Lake Affect Bar and Grill   May 2014 - August 2014
RBC Dominion Securities  May 2013 - August 2013
Gypsum Technologies Inc.   May 2012 - August 2012
Gypsum Technologies Inc.   May 2011 - August 2011
Chinapac International   June 2010 - August 2010

Education
Queen's University   2010 — 2014
Bachelor of Commerce (BCom)

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