TD Wealth Management

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TD Wealth Management Employees

Employee
Years
Job
Industry
Rayhaneh Kheradbakhsh Rayhaneh Kheradbakhsh Vancouver, Canada Area Details
Rayhaneh Kheradbakhsh's TD Wealth Management Experience October 2011 - Present
Job Regional Manager, TD Friends of the Environment Foundation for Pacific & Prairie Regions
Industry Environmental Services
Experience
TD Friends of the Environment Foundation   April 2014 - Present
TD Wealth Management   October 2011 - Present
TD Bank Group  May 2010 - September 2011

Skills
Mutual Funds, Wealth Management, Banking, Retail Banking, Credit, Relationship Management, Equities, Coaching

Education
Simon Fraser University   2005 — 2009
Bachelor of Applied Science, Communication

Eddy Letsoalo Eddy Letsoalo Toronto, Canada Area Details
Eddy Letsoalo's TD Wealth Management Experience November 2012 - July 2014
Job A Competent Model Developer and SAS Programmer with 3 Years of Experience in Credit & Market Risk Analytics & Reporting
Industry Information Technology and Services
Experience
Beverley Data Solutions Inc.   July 2014 - July 2015
TD Wealth Management   November 2012 - July 2014
Absa  January 2008 - September 2009
Absa  July 2003 - January 2006

Skills
Financial Modeling, Financial Analysis, Financial Risk, Derivatives, VBA, Access, Equities, Financial Accounting, Information Management, SAS/SQL, Statistical Data..., Data Mining, Organized with Strong..., Alternative Investments, Equity Valuation, SAS Programming, Data Analytics

Education
Canadian Securities Institute   2013 — 2013
Chartered Investment Management, Investments and Securities

Université Laval   2009 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance

Université de Neuchâtel   2006 — 2007
Master of Science (M.Sc.), Finance

Adam West Adam West Greater Boston Area Details
Adam West's TD Wealth Management Experience June 2015 - Present
Job Vice President | Relationship Manager
Industry Financial Services
Experience
TD Wealth Management   June 2015 - Present
Wells Fargo Advisors  July 2012 - June 2015
Wells Fargo Advisors  December 2010 - July 2012
Citizens Bank  October 2009 - December 2010
Bank of America  June 2006 - March 2009
Westco, Inc   October 2002 - June 2006
Morgan Stanley Smith Barney  April 2001 - October 2002
Morgan Stanley  July 1998 - April 2001
Standish, Ayer & Wood, Inc   March 1993 - August 1996

Skills
Building Relationships, New Business Development, Sales Management, Wealth Management, Private Banking, Financial Advisory, Banking, Credit, Cash Management, Series 7, Securities, Financial Planning, Mortgage, Loans, Private Wealth..., Series 6, Series 63, Mortgage Lending, High Net Worth..., Holistic Financial..., Investment Advisory, Separately Managed..., Wrap Accounts, Unified Managed Accounts, SMA, Strategic Financial..., Retirement Planning, Relationship Management, Asset Management, Asset Allocation, Investment Strategies, Financial Analysis, Commercial Banking, Finance, Financial Risk, Consumer Lending, Insurance, Financial Services

Education
University of Massachusetts Boston   1996 — 1998
B.S, Finance

Keanan Boomer Keanan Boomer Edmonton, Canada Area Details
Keanan Boomer's TD Wealth Management Experience June 2012 - Present
Job Portfolio Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  October 2014 - Present
TD Wealth Management   June 2012 - Present
TD Wealth Management   November 2011 - June 2012

Skills
Investments, Trading, Mutual Funds, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Analysis, Alternative Investments, Derivatives, Finance

Education
University of Alberta   2007 — 2011
Bachelor of Science (B.Sc.), Environmental Economics & Policy

Jon Lambe BComm CFA Jon Lambe BComm CFA Calgary, Canada Area Details
Jon Lambe BComm CFA's TD Wealth Management Experience January 2010 - September 2014
Job Investment Advisor @ RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities  September 2014 - Present
TD Wealth Management   January 2010 - September 2014
Suncor Energy  January 2004 - December 2009
Suncor Energy  January 1999 - December 2003

Skills
Flow throughs, reccomending, Trading, Investments, Planning, Risk Assessment, Commodities, Commodity, Project Planning, Options, Corporate Finance, Commodity Markets, Hedging, Risk Management, Analysis, Mergers & Acquisitions, Derivatives, Energy, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets

Education
CFA Designation   2001 — 2004
CFA, Finance

The University of Calgary   1996 — 1999
Bachelor of Commerce, Finance

CHS

Deepa Batheja Deepa Batheja Toronto, Canada Area Details
Deepa Batheja's TD Wealth Management Experience September 2014 - Present
Job QA Consultant at TD Wealth Management
Industry Information Technology and Services
Experience
AGF Management Limited  June 2015 - Present
TD Wealth Management   September 2014 - Present
Athene USA/AvivaUSA   January 2011 - June 2014
AvivaUSA   June 2008 - December 2010
Wells Fargo Home Mortgage  July 2007 - December 2007
Wells Fargo Bank  August 2004 - May 2007

Skills
Test Planning, Test Estimation, Risk and Impact Analysis, Quality Center, Agile & Waterfall..., SDLC, Release Management, Defect Tracking, System Testing, End to End testing, Regression Testing, Test Strategy, Quality Assurance, HP QTP, QTP, Test Cases, Business Analysis, User Acceptance Testing, Test Management, Waterfall, Agile Methodologies, HP Quality Center

Education
University of Pune   1997 — 1999
Master of Business Administration (MBA), Computer Science

University of Pune   1994 — 1997
Bachelor's degree, Electronics Science

Toral Chokshi, CPA, CA Toral Chokshi, CPA, CA Toronto, Canada Area Details
Toral Chokshi, CPA, CA's TD Wealth Management Experience September 2015 - Present
Job Senior Financial Analyst at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2015 - Present
TD Bank  August 2013 - September 2015
TD Bank Group  December 2011 - July 2013
Tata Teleservices  October 2008 - August 2010
Mihir H Shah & Co   March 2007 - August 2008
Deloitte  August 2005 - February 2007

Skills
Financial Analysis, Budgeting, Auditing, Financial Reporting, Financial Accounting, Accounting, MIS, IFRS, Internal Audit, Corporate Finance, Internal Controls, Finance, Managerial Finance, US GAAP, Account Reconciliation, Strategic Financial..., Statutory Accounting, Banking, Sarbanes-Oxley Act, Tax, Analysis, Financial Risk, General Ledger, Budgets

Education
Institute of Chartered Accountants of Ontario   2012 — 2012
Chartered Accountant, Accounting and Finance

Maharaja Saiyajirao University, Vadodara   2005 — 2007
Master of Commerce, Economics

The Institute of Chartered Accountants of India   2002 — 2007
CA, Accountancy

The Maharaja Sayajirao University of Baroda   2002 — 2005
Bachelor of Commerce, Accounting and Finance

Tejas Vidyalaya   2000 — 2002
High School

Baroda High School, Alkapuri   1988 — 2000
High School

Jianning (James) Chen,CFA Jianning (James) Chen,CFA Toronto, Canada Area Details
Jianning (James) Chen,CFA's TD Wealth Management Experience November 2013 - Present
Job Analyst, Performance Measurement at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   November 2013 - Present
TD Wealth Management   August 2011 - October 2013
TD Wealth Management   February 2010 - July 2011

Skills
Microsoft Excel, Microsoft Word, Team Leadership, Financial Analysis, Problem Solving, Communication, Customer Service, Interpersonal Skill, Process Improvement, Leadership, Time Management, Sales, Derivatives, Accounting, Banking, Portfolio Management, Risk Management, Financial Risk, Financial Services

Education
University of Melbourne   2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance

Gerry J O'Mahoney Gerry J O'Mahoney Toronto, Canada Area Details
Gerry J O'Mahoney's TD Wealth Management Experience May 1994 - 2009
Job Senior Financial Services Executive, expert in Wealth Management
Industry Financial Services
Experience
Tralee Capital Markets Ltd   2010 - Present
TD  April 1996 - May 2009
TD Wealth Management   May 1994 - 2009

Skills
Capital Markets, Investment Management, Mutual Funds, Brokerage, Program Management, Back Office, Information Technology, Banking, Wealth Management, Securities, Portfolio Management, Risk Management, Investments, Asset Management, Asset Managment, Credit, Equities, Executive Management, Financial Advisory, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investment Strategies, Private Equity, Relationship Management, Retirement Planning, Strategic Financial..., Strategic Planning, Strategy, Wealth, Trading, Financial Planning

Education
University of Michigan   1996 — 1996
Manufacturing Executives Program, Operations Management and Supervision

Canadian Securities Institute   1993 — 1993
Partners, Directors and Senior Officers Qualifying Exam, Investments and Securities

University College Dublin   1975 — 1978
B. Comm., Labor and Industrial Relations

David Punnett David Punnett Toronto, Canada Area Details
David Punnett's TD Wealth Management Experience April 2014 - Present
Job Product Analyst TD Waterhouse Wealth Management
Industry Financial Services
Experience
TD Wealth Management   April 2014 - Present
Xerox Canada  July 2012 - April 2014
Woodbine Entertainment Group  May 2006 - July 2012

Skills
Customer Service, Administrative Support, Time Management, Teamwork, Microsoft Office, Data Analysis, Problem Solving, Event Management, Administrative..., Customer Satisfaction, Analysis

Education
University of Guelph   2004 — 2011
Honours Bachelor of Science, Biology

Iroquois Ridge High School   2000 — 2004

Michael St. Onge, CIMA® Michael St. Onge, CIMA® Laconia, New Hampshire Details
Michael St. Onge, CIMA®'s TD Wealth Management Experience June 1998 - December 2008
Job VP and Investment Officer at Bank of New Hampshire
Industry Investment Management
Experience
Bank of New Hampshire  November 2013 - Present
TD Asset Management  January 2009 - November 2013
TD Asset Management  January 2008 - December 2008
TD Wealth Management   June 1998 - December 2008
Investors Bank & Trust  February 1997 - June 1998

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

Education
Southern New Hampshire University   1998 — 2000
Masters, Business Administration

University of New Hampshire   1989 — 1993
BS, Resource Economics

Alesha Qian Jia Alesha Qian Jia Toronto, Canada Area Details
Alesha Qian Jia's TD Wealth Management Experience 2012 - 2012
Job Business Analyst at TD
Industry Information Technology and Services
Experience
TD  September 2012 - Present
TD Wealth Management   2012 - 2012
VERISIGN  2008 - 2011
SPSS  2007 - 2008
SPSS  2006 - 2007
Virtual Expert Clinics   February 2005 - December 2005

Skills
Agile Methodologies, Test Automation, Testing, Quality Assurance, Manual Testing, Mobile Devices, Software Quality..., Scrum, Software Development, SQL, Java, SDLC, Web Services, Test Planning, XML

Education
University of New Brunswick   2001 — 2004
Master of Science (M.S.), Computer Science

Northwest University   1996 — 2000
Bachelor of Science (B.S.), Computer Software Engineering

Jay Hershfield, B.A., LL.B, CLU, TEP Jay Hershfield, B.A., LL.B, CLU, TEP Toronto, Canada Area Details
Jay Hershfield, B.A., LL.B, CLU, TEP's TD Wealth Management Experience 2007 - Present
Job Vice President and Estate Planning Advisor, TD Waterhouse Insurance Services Inc at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   2007 - Present
Sun Life Financial  2002 - 2007
Wildeboer Dellelce LLP  2001 - 2002
Department of Finance Canada  2000 - 2002
Aikins MacAulay & Thorvaldson  1999 - 2000

Skills
Estate Planning, Wealth Management, Retirement Planning, Alternative Investments, Life Insurance, Tax, Tax Advisory, Mutual Funds, Tax Law, Financial Planners, Financial Services, Insurance, Banking, Investment Advisory, High Net Worth..., Investments, Disability Insurance, Wealth Management..., Wealth, Financial Advisory, Strategic Financial..., Retirement, Pensions, Critical Illness, Securities, Estate Tax Planning, Asset Allocation, Trusts, Investment Strategies, Wealth Accumulation, Investment Management, Asset Management, Inheritance Tax Planning, Portfolio Management, Fixed Annuities, ETFs, Personal Financial..., Bonds, Long-term Care, Personal Finance, Restructuring, Term Life Insurance, Fixed Income, Financial Planning

Education
University of Manitoba   1996 — 1999
llb, law

University of Manitoba   1996 — 1999
law

University of Manitoba
LL.B., Law

Justin Hollands Justin Hollands Edmonton, Canada Area Details
Justin Hollands's TD Wealth Management Experience November 2004 - October 2012
Job at
Industry Financial Services
Experience
TD  August 2015 - Present
Step Up to the Plate - Slo-Pitch Tournament for Stollery Children's Hospital Foundation   2011 - Present
TD  February 2015 - July 2015
TD  May 2013 - 2015
TD  October 2012 - April 2013
TD Wealth Management   November 2004 - October 2012

Skills
Mutual Funds, Wealth Management, Fixed Income, Investments, Investment Advisory, Securities, Investment Strategies, Equities, Retirement Planning, Derivatives, Strategic Financial..., Bonds, Options

Education
University of Alberta   1998 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance

Strathcona Composite High School

Kent Yeung Kent Yeung Toronto, Canada Area Details
Kent Yeung's TD Wealth Management Experience November 2008 - October 2011
Job Risk Manager at TD
Industry Financial Services
Experience
TD  October 2013 - Present
TD  January 2013 - October 2013
TD Bank Group  October 2011 - January 2013
TD Wealth Management   November 2008 - October 2011

Skills
Market Risk, Financial Risk, Portfolio Management, Credit

Education
University of Toronto   2003 — 2007
Bachelor, Commerce

St. Andrew's College

Bernard Li Bernard Li Toronto, Canada Area Details
Bernard Li's TD Wealth Management Experience 2013 - Present
Job Derivatives and options licensed finance professional, Lean Six Sigma Black Belt, QA Specialist
Industry Investment Banking
Experience
TD Wealth Management   2013 - Present
ATS Automation Tooling Systems  September 2008 - December 2011
AGF Machining Solutions   April 2008 - September 2008
Jackson Metal Manufacturing   May 2007 - August 2007
Hyder Consulting  May 2006 - January 2007

Skills
Continuous Improvement, Analysis, Six Sigma, Process Improvement, Business Analysis, Business Process, Change Management, Lean Manufacturing, Solidworks

Education
University of Guelph   2003 — 2008
B.Eng, Bioengineering

York University - Schulich School of Business
Masters Certificate in Lean Six Sigma Black Belt

Lenzi Rincon Lenzi Rincon Toronto, Canada Area Details
Lenzi Rincon's TD Wealth Management Experience March 2014 - May 2015
Job Project Analyst at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   March 2014 - May 2015
CIBC  March 2012 - March 2014
Scotiabank  2011 - 2012
Banesco  January 2001 - July 2011

Skills
Team Leadership, Coaching, Microsoft Office, ITIL, MS Project, Banking, System Administration, Business Analysis, Project Planning, Strategic Planning, Risk Management, SharePoint, Project Management, Software Project..., Visio, PMO, IT Strategy, Project Portfolio..., PMP, IT Management, Teamwork, Leadership, Change Management, Microsoft Project, SDLC

Education
Universidad Simon Bolivar
Computer Science Engineer

Phillip Schuholz Phillip Schuholz Greater New York City Area Details
Phillip Schuholz's TD Wealth Management Experience June 2015 - August 2015
Job Investment Management Intern at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   June 2015 - August 2015
The Cincinnati Insurance Companies  June 2014 - August 2014
Rugged Power Investments   June 2013 - July 2013
Rylan Capital LLC   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Customer Service, Java, Teamwork, Team Leadership, English, Public Speaking, Financial Analysis, Negotiation, Economics, Finance, HTML, FX trading

Education
Wharton School, University of Pennsylvania   2012 — 2016

University College Dublin   2014 — 2014
Business

Wyoming High School   2008 — 2012

Amaar Abbasi Amaar Abbasi Toronto, Canada Area Details
Amaar Abbasi's TD Wealth Management Experience January 2013 - Present
Job Mutual Funds Analyst at TD
Industry Investment Management
Experience
TD  April 2014 - Present
TD Wealth Management   January 2013 - Present
TD Wealth Management   October 2011 - January 2013

Skills
Finance, Financial Analysis, Corporate Finance, Financial Accounting, Stock Trading, Investment Banking, Team Leadership, Teamwork, Chartered Financial..., Sales Management, Analysis, Business, Sales, Creative Problem Solving, People Skills, Accounting, Credit Risk, Close Attention to..., Discipline, Microsoft Excel, Microsoft Word, Data Analysis, Communication Skills, Bloomberg Terminal, Canadian Securities..., Derivatives, Options, Quantitative Analytics, Equities, Trading, Fixed Income, Management, Portfolio Management, Investments, Banking, Mutual Funds, Credit, Risk Management

Education
University of Ottawa   2006 — 2010
Bachelor of Commerce (BCom), Finance

CSI Global Education
CSC, DFOL, CPH, BCO

Darcy Fedorchuk Darcy Fedorchuk Toronto, Canada Area Details
Darcy Fedorchuk's TD Wealth Management Experience May 2013 - Present
Job Manager, Multimedia Solutions at TD Wealth Management
Industry Telecommunications
Experience
TD Wealth Management   May 2013 - Present
Greedy Productions  February 2010 - May 2013
The Space Channel   2003 - 2010

Skills
Television, Broadcast, Video Production, Producing, Post Production, Video, Avid, Documentaries, Final Cut Pro, Video Editing, Digital Media, New Media, Film, Broadcast Television, Storytelling, Editing, Film Production, Entertainment, Media Production, Avid Media Composer

Education
University of Regina   1997 — 1999
Bachelor of Arts (BA), Journalism

University of Calgary   1994 — 1997
BA, History, Political Science

Lee Millett Lee Millett Toronto, Canada Area Details
Lee Millett's TD Wealth Management Experience August 2015 - Present
Job Senior Learning Consultant, TD
Industry Banking
Experience
TD Wealth Management   August 2015 - Present
KPMG International  April 2013 - July 2015
KPMG Canada  October 2012 - April 2013
KPMG Canada  November 2010 - September 2012
Steria  June 2009 - June 2010
Rogers Communications Inc  November 2008 - December 2008
Infrastructure Ontario  May 2008 - July 2008
Options Personnel Inc   February 2008 - April 2008
Metropolitan Police  March 2005 - January 2008
University of Plymouth  September 2003 - February 2005

Skills
Project Management, Talent Management, Human Resources, Microsoft Excel, Recruiting, Payroll, PeopleSoft, Change Management, Employee Relations, Process Improvement, Organizational..., Performance Management, Internal Communications, Coaching, Program Management, HRIS, Leadership

Education
University of Plymouth   1995 — 1999
Batchelor of the Arts, Business Studies

Ridgeway School   1988 — 1995
high school

Katie Carr Katie Carr Greater Boston Area Details
Katie Carr's TD Wealth Management Experience January 2010 - November 2010
Job TQC Risk Associate within FIU at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc.   August 2015 - Present
Citizens Financial Group, Inc.   January 2015 - August 2015
Wolf & Company, P.C.   April 2013 - October 2013
First Republic Bank  November 2010 - July 2011
TD Wealth Management   January 2010 - November 2010
TD Bank  May 2006 - January 2010

Skills
Banking, Portfolio Management, Relationship Management, Retail Banking, Sales, Loans, Credit, Consumer Lending, Investments, Mortgage Lending, Commercial Lending, Financial Analysis, Auditing, Customer Service, Cash Management, Risk Management

Education
University of Massachusetts, Amherst   2002 — 2005
Bachelor of Science (BS)

Mariame Kouyate Mariame Kouyate Drexel Hill, Pennsylvania Details
Mariame Kouyate's TD Wealth Management Experience July 2014 - Present
Job Subaccounting Specialist Trade Support at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  August 2014 - Present
TD Wealth Management   July 2014 - Present
BNY Mellon  October 2012 - October 2013
Southwest Minnesota State University  August 2010 - May 2012
Lenovo  May 2009 - February 2010
The Malian Bank of Development   July 2006 - December 2006

Skills
Sales, Accounting, Time Management, Coaching, Finance, Leadership, Event Planning, Sales Presentations, Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, SPSS, Student Affairs, Higher Education, Fundraising, Research, Facebook, Team Leadership

Education
Southwest Minnesota State University   2010 — 2012
MBA, Leadership

Southwest Minnesota State University   2007 — 2008
Bachelor's Degree, Finance/Accounting

Suffolk University - Sawyer School of Management   2003 — 2006
Associate of Science (AS), Accounting and Finance

Gabriela Rousso Gabriela Rousso Montreal, Canada Area Details
Gabriela Rousso's TD Wealth Management Experience December 2014 - Present
Job Private Client Services at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   December 2014 - Present

Skills
Customer Service, Sales, Public Relations, Marketing Communications, Marketing, Teamwork, Microsoft Office, Finance

Education
Université de Montréal   2009 — 2012
Bachelor of Arts (B.A.), Communications and Politics

Irina Biley Irina Biley Nashua, New Hampshire Details
Irina Biley's TD Wealth Management Experience November 2005 - January 2007
Job Investment Consultant Nashua branch at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Fidelity Investments  September 2012 - March 2014
Fidelity Investments  August 2011 - October 2012
Fidelity Investments  August 2010 - August 2011
Fidelity Investments  December 2009 - August 2010
TD  January 2007 - December 2009
TD Wealth Management   November 2005 - January 2007

Skills
Series 7, Series 63, Life Insurance, Bloomberg, Banking, Series 65, Fixed Annuities, 401k, Retirement Planning, Financial Planning

Education
Southern New Hampshire University   2006 — 2013
Master of Business Administration (MBA)

Frank O'Brien Frank O'Brien Greenville, South Carolina Area Details
Frank O'Brien's TD Wealth Management Experience July 2013 - May 2014
Job Wealth Advisor
Industry Investment Management
Experience
TD Bank  May 2014 - Present
TD Wealth Management   July 2013 - May 2014
WHM Capital Advisors   January 2013 - June 2013
WHM Capital Advisors 864-918-4291   May 2011 - January 2013
SunTrust Bank  September 2006 - April 2011
Wachovia Wealth Management  September 2004 - August 2006

Skills
Commercial Lending, Wealth Management..., Investment Banking, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Investments, Asset Allocation

Education
University of North Carolina at Chapel Hill   1982 — 1986
BA, Economics

Carlos Vides Carlos Vides Toronto, Canada Area Details
Carlos Vides's TD Wealth Management Experience March 2013 - Present
Job Risk Analyst at TD Wealth
Industry Financial Services
Experience
TD Wealth Management   March 2013 - Present
TD Wealth Management   June 2012 - March 2013
TD Wealth Management   March 2009 - June 2012
TD Wealth Management   February 2007 - March 2009

Skills
Investments, Fixed Income, Mutual Funds, Wealth Management, Derivatives, Equities, Options, Credit, Financial Risk, Bonds, Securities, Investment Advisory, Investment Strategies, Risk Management

Education
University of Alberta   2003 — 2007
Bachelor of Commerce (B.Com.), Finance, General, Distinctions

Keith Pearsoll Keith Pearsoll Toronto, Canada Area Details
Keith Pearsoll's TD Wealth Management Experience March 1999 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 1999 - Present

Skills
Investments, Financial Services, Strategic Financial..., Investment Strategies, Finance, Strategy, Securities, Portfolio Management, Wealth Management, Financial Risk, Retirement, Wealth, Analysis, Financial Advisory

Education
University of Ottawa / Université d'Ottawa   1995 — 1999
Bachelor of Social Sciences, Economics

Financial Planners Standards Council
CFP

Mark Ashford, MSc, ITIL, P2 Mark Ashford, MSc, ITIL, P2 Toronto, Canada Area Details
Mark Ashford, MSc, ITIL, P2's TD Wealth Management Experience September 2010 - December 2012
Job Business Analyst at Loblaws Canada
Industry Information Technology and Services
Experience
Joe Fresh  August 2013 - Present
Mark A. Ashford Consulting Inc.   October 1997 - Present
Versent   July 2013 - July 2013
TJX Canada  January 2013 - June 2013
TD Wealth Management   September 2010 - December 2012
Scotiabank  April 2010 - August 2010
PartSource  May 2009 - April 2010
Cisco  2006 - 2010
Macquarie Financial Ltd   June 2008 - March 2009
Resolve Inc.  November 2007 - May 2008

Skills
Business Systems Analyst, Strategic Consulting, Business Requirements, Requirements Gathering, Business Analysis, Visio, Vendor Management, Data Analysis, UML, Change Management, Training, Wire Framing, Software Documentation, Project Management, Quality Assurance, Supply Chain, Logistics, Business Process..., JAD, Facilitators, PCI Compliance, Technical Writing, Business Intelligence..., Business Case Design, IT Strategy, Integration, SDLC, Team Leadership, Management, Leadership, Strategy, Cross-functional Team..., Project Planning, Business Intelligence, Payment Industry, Process Improvement, PMO, Analysis, Business Process..., Agile Methodologies, Oracle, Business Process, Testing, Risk Management, ITIL, IT Management, E-commerce, MS Project, Databases, Data Warehousing

Education
University of Liverpool   2008 — 2012
MSC, Information Systems Management, With Merit

ITIL   2009 — 2009
Foundation, ITIL Change Management Methodolgy

Prince2   2009 — 2009
Foundation, ITIL Project Management Methodolgy

Marlene Pinto Marlene Pinto Toronto, Canada Area Details
Marlene Pinto's TD Wealth Management Experience 2007 - 2009
Job Examiner, Business Conduct Compliance at IIROC (Investment Industry Regulatory Organization of Canada)
Industry Financial Services
Experience
IIROC (Investment Industry Regulatory Organization of Canada)   March 2011 - Present
TD Securities Inc  2009 - 2011
TD Wealth Management   2007 - 2009
TD Wealth Management   2003 - 2007
TD Waterhouse Capital Markets, Inc.   2001 - 2003

Skills
Securities, AML, Mutual Funds, Wealth Management, Capital Markets, Equities, Derivatives, KYC, Fixed Income, Options, Operational Risk, Financial Risk, Investments, Risk Management, Bloomberg, Electronic Trading, Trading Systems, Banking

Education
University of London   2002 — 2007
MSc, Environmental Economics

Carleton University   1990 — 1994
BA, Economics

Andrew M. Suthern Andrew M. Suthern Winnipeg, Canada Area Details
Andrew M. Suthern's TD Wealth Management Experience 1996 - 1997
Job Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI®
Industry Financial Services
Experience
IPC Securities Corp  September 2013 - Present
National Bank Financial - Wealth Management  November 2011 - September 2013
Wellington West Capital Inc.  October 2009 - November 2011
Brownstone Investment Planning Inc.   September 1997 - October 2009
TD Wealth Management   1996 - 1997

Skills
Holistic Financial..., Retirement Planning, Investment Management, Wealth Management, Financial Risk..., Alternative Investments, Portfolio Management, Strategic Financial..., Asset Allocation, High Net Worth..., Estate Planning, Hedge Funds, Wealth Preservation..., Passion for Helping..., Financial Services, Investments, Financial Planners, Retirement, Investment Advisory, Wealth Management..., Finance, Securities, Wealth, ETFs, Mutual Funds, Investment Strategies, Financial Advisory, Bonds, Equities, Asset Management, Fixed Income, Financial Planning

Education
Canadian Securities Institute   2000 — 2005
Fellow of the Canadian Securities Institute (FCSI)

CFA Institute   1998 — 2002
Chartered Financial Analyst (CFA)

Financial Planning Standards Council   2000 — 2000
Certified Financial Planner® (CFP)

Canadian Securities Institute   1998 — 1998
Chartered Investment Manager® (CIM)

University of Manitoba   1988 — 1993
B.Comm (Hons), Small Business, Marketing, Finance

Oak Park

Curtis Schirrmacher Curtis Schirrmacher Calgary, Canada Area Details
Curtis Schirrmacher's TD Wealth Management Experience December 2009 - May 2011
Job Investment Advisor at Acumen Capital Partners
Industry Investment Management
Experience
Acumen Capital partners   April 2014 - Present
TD Wealth Management   December 2009 - May 2011
ICAP energy  October 2007 - January 2009
Choice Energy  1999 - 2006

Skills
Investments, Trading, Equities, Portfolio Management, Commodities, Hedging, Risk Management, Derivatives, Asset Management, Financial Planning, Energy, Insurance, Financial Markets, Options, Wealth Management, Capital Markets, Investment Advisory, Investment Strategies, Securities, Management, Finance, Financial Services, Natural Gas

Education
The University of Calgary   1990 — 1994
BA, History

Jeff Morning Jeff Morning Toronto, Canada Area Details
Jeff Morning's TD Wealth Management Experience June 2009 - Present
Job IT Specialist at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management   June 2009 - Present
RBC  July 2006 - May 2009
Blackmont Capital  February 2006 - June 2006
Honda of Canada Manufacturing  April 2004 - December 2005
devtopia e-business solutions   June 2002 - April 2004
Isopia Interactive Networks   October 2000 - February 2001
RBC Dominion Securities  May 2000 - September 2000

Skills
Java, Web Development, JavaScript, Java Enterprise Edition, SQL, Web Applications, Web Services, SOA, XML, Software Development, Websphere, SDLC, Application Architecture, RAD, SOAP, Object Oriented Design, UML, DB2, Enterprise Architecture, Weblogic, WebSphere Application..., Ant, Spring, Tomcat, EJB, Oracle, Maven, WebSphere

Education
University of Ottawa
B.Soc Sc, Economics

Carol Kirk Carol Kirk Toronto, Canada Area Details
Carol Kirk's TD Wealth Management Experience 2013 - 2015
Job Management Consulting ● Strategic Management ● Organizational Development ● Business Transformation Management
Industry Management Consulting
Experience
GMBB Services Limited   2002 - Present
TD Wealth Management   2013 - 2015
Cheshire and Wirral Partnership NHS Foundation Trust   2009 - 2012
The Co-operative Group  2002 - 2012
Microplanet  2004 - 2008
CIBC  1995 - 2002
Kraft Foods International  1992 - 1994
Kraft Foods Group  1990 - 1992

Skills
Change Management, Stakeholder Management, Business Transformation, Project Delivery, Business Process..., Business Strategy, Strategy, Governance, Culture Change, Organizational Design, Management Consulting, Outsourcing, Performance Management, Business Analysis, Project Portfolio..., Performance Improvement, Business Process, Management

Education
University of Bath   1984 — 1986
Masters, Business Administration and Management, General

Wilfrid Laurier University   1980 — 1984
Bachelor's degree, Business/Commerce, General

Society of Management Accountants Ontario
Certified Management Accountant (CMA), Top

Faissal Abu Zahrah Faissal Abu Zahrah Toronto, Canada Area Details
Faissal Abu Zahrah's TD Wealth Management Experience April 2014 - Present
Job Account Admin Specialist at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   April 2014 - Present
TD Waterhouse  September 2011 - April 2014
TD Waterhouse  September 2010 - September 2011
TD Canada Trust  January 2008 - October 2010
Emaar Properties  August 2003 - November 2007
Elrae Industries, INC   August 2003 - November 2007
Delphi Automotive Systems  January 2001 - January 2002

Skills
Access, Training, Customer Satisfaction, Banking, Microsoft Office, Customer Service, Financial Analysis, Tower Climbing, Fire Safety

Education
University at Buffalo   2000 — 2002
Masters of Engineering, Production Management

University at Buffalo   1995 — 2000
Bachelor of Science, Industrial Engineering

Dan Rosentreter, CFP Dan Rosentreter, CFP Winnipeg, Canada Area Details
Dan Rosentreter, CFP's TD Wealth Management Experience August 2015 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   August 2015 - Present
CIBC  April 2013 - August 2015
Zywave  November 2009 - January 2013
Emerging Information Systems   October 2007 - October 2009
Emerging Information Systems   October 2006 - October 2007
American Investors Group   January 2002 - September 2006

Skills
Salesforce.com, WebEx, Solution Selling, SaaS, Lead Generation, New Business Development, Account Management, CRM, Sales Process

Education
Saint Cloud State University - G.R. Herberger College of Business
Bsc, Management and Economics

Financial Planning Standards Council

Sean Petrou Sean Petrou Toronto, Canada Area Details
Sean Petrou's TD Wealth Management Experience May 2012 - August 2014
Job Caseworker at Community Legal Services (CLS)
Industry Law Practice
Experience
Community Legal Services  September 2015 - Present
Justice for Children and Youth (JFCY)   May 2015 - August 2015
TD Wealth Management   May 2012 - August 2014
Fourword Thinking   June 2011 - May 2013
The Barking Frog   September 2010 - January 2012

Education
Western University   2014 — 2016
Juris Doctor (J.D.)

University at Buffalo   2013 — 2014
Juris Doctor (J.D.) - transferred with advanced standing to Western Law.

Western University   2009 — 2013
Bachelor of Arts (B.A.)

Scott Lough Scott Lough Ottawa, Canada Area Details
Scott Lough's TD Wealth Management Experience 2012 - May 2013
Job FMP Cash Flow Analyst at GE Oil & Gas
Industry Investment Management
Experience
GE Oil & Gas  January 2015 - Present
GE Capital Real Estate  July 2014 - Present
GE Capital  February 2014 - July 2014
GE  May 2013 - February 2014
TD Wealth Management   2012 - May 2013
TD Asset Management  May 2012 - August 2012
Research In Motion  January 2011 - September 2011
Knowledge Circle Inc.   April 2010 - August 2010
Lough Brothers Landscaping   May 2009 - September 2009

Skills
Financial Analysis, Capital Markets, Corporate Finance, Equities, Teamwork, Time Management, Sales, Financial Reporting, Project Management, Fixed Income, Real Estate, Infrastructure, Team Leadership, Investment Management, Operations Management, Marketing, Finance, Leadership

Education
University of Ottawa   2008 — 2013
Bachelors of Commerce, Finance, CO-OP, Cum Laude

Kara O'Halloran, CPA Kara O'Halloran, CPA Greater Philadelphia Area Details
Kara O'Halloran, CPA's TD Wealth Management Experience August 2015 - Present
Job Private Client Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   August 2015 - Present
Deloitte  September 2013 - August 2015
J.Crew  May 2012 - July 2013
Deloitte  January 2012 - April 2012
Pilot Film and Television Productions   June 2011 - August 2011
Plato's Closet  August 2007 - August 2010

Skills
External Audit, Microsoft Excel, Auditing, Teamwork, Financial Analysis, Accounting, US GAAP, SharePoint, Microsoft Word, Bloomberg Terminal, Sarbanes-Oxley Act, Big 4, Internal Controls, Financial Modeling, Analysis, IFRS, Outlook, Microsoft Office, PowerPoint, Data Analysis, Assurance, Access, Corporate Finance

Education
Villanova University   2009 — 2013
Bachelor's Degree, Accounting and Finance

The London School of Economics and Political Science (LSE)

Kate Kisiler Kate Kisiler Toronto, Canada Area Details
Kate Kisiler's TD Wealth Management Experience December 2013 - August 2014
Job Independent Consultant Project Management
Industry Financial Services
Experience
RBC  August 2014 - Present
TD Wealth Management   December 2013 - August 2014
BMO Human Resources, Institute for Learning (IFL)   October 2012 - October 2013
BMO Private Client Group (PCG)   March 2011 - December 2012
TD  April 2009 - October 2010
Sun Life Financial  October 2008 - February 2009
BMO Financial Group  June 2007 - August 2007
BMO Technology & Operations   June 2006 - June 2007
BMO Financial Group  September 2005 - May 2006
BMO Mutual Funds   September 2004 - June 2005

Skills
SDLC, Business Analysis, Risk Management, Requirements Analysis, Process Improvement, Project Management, Management, Leadership, Banking, Training, Strategic Planning, Business Requirements, Team Building, Financial Services, User Acceptance Testing, Business Transformation, Integration

Education
Canadian Securities Institute   1994 — 1994
CSC

Institute of Canadian Bankers   1992 — 1992
IFIC

University of Alberta   1984 — 1988
B Comm, Marketing, Finance

Gina DeGennaro Gina DeGennaro Kings Park, New York Details
Gina DeGennaro's TD Wealth Management Experience 2014 - Present
Job Financial Sales/Service at TD Financial Services
Industry Financial Services
Experience
TD Wealth Management   2014 - Present
TD Bank  August 2012 - January 2014
Nokado School of Self Defense   May 2002 - August 2012

Skills
Strategy, Sales, Loans, Finance, Coaching, Banking, Mortgage Lending, Strength Training

Education
State University of New York at Albany   2004 — 2008
Bachelor of Arts (B.A.), Sociology and Anthropology

James Weyant James Weyant Greater Philadelphia Area Details
James Weyant's TD Wealth Management Experience April 2013 - June 2015
Job Trade Associate at Ascensus
Industry Financial Services
Experience
Ascensus  June 2015 - Present
TD Wealth Management   April 2013 - June 2015
Ascensus  June 2011 - April 2013
Ascensus  September 2009 - May 2011

Education
Susquehanna University   2005 — 2009
BS, Finance

Regent's College - British American College London   2008 — 2008

Penny Hogan Penny Hogan York, Maine Details
Penny Hogan's TD Wealth Management Experience November 2007 - Present
Job Learning Business Partner
Industry Financial Services
Experience
TD  2009 - Present
TD Wealth Management   November 2007 - Present
Liberty Mutual/Liberty Life   May 2001 - November 2007

Skills
Investments, Relationship Management, Banking, Mutual Funds, Portfolio Management, Small Business Lending, Mortgage Lending, Insurance, Credit, Loans, Strategic Financial..., Financial Services, Wealth Management

Education
University of Maine   1983 — 1987
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Bernice Marien Bernice Marien Ottawa, Canada Area Details
Bernice Marien's TD Wealth Management Experience July 2015 - Present
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   July 2015 - Present
KPMG Canada  September 1996 - June 2015

Skills
Income Tax, International Tax, Tax Advisory, Tax Preparation, Tax Research, Corporate Tax, GAAP, Not for Profit, Tax Returns, Accounting

Education
University of Saskatchewan   1978 — 1981
B.Comm, Accounting

Joseph Thottukadavil Joseph Thottukadavil Huntingdon Valley, Pennsylvania Details
Joseph Thottukadavil's TD Wealth Management Experience December 2014 - Present
Job Operations Supervisor I at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   December 2014 - Present
TD Wealth Management   January 2012 - December 2014
TD Wealth Management   October 2011 - January 2012
BNY Mellon  September 2010 - August 2011
US Bank  May 2009 - September 2010
US Bank  May 2007 - May 2009

Skills
Series 24, Series 7, Pershing NetX360, LexisNexis, Visio, Microsoft Office, SQL, Financial Services, Strategic Planning, Business Analysis, Project Management, Bloomberg, Banking, Encore, Lotus, FIS Metavante, Fidelity Systematics, TRACS, Wall Street Office, Livewire, Wall Street, Global Plus, CDO Suite, CDO, ETreasury Direct, Web Express, Clear Par, Citi Direct, Intellimatch, Fixed Income, Portfolio Management, Financial Risk

Education
University at Albany   1998 — 2002
BS, Finance

Md Aslam Jubair Md Aslam Jubair Ottawa, Canada Area Details
Md Aslam Jubair's TD Wealth Management Experience July 2012 - Present
Job Senior Investment Representative at TD Wealth Management
Industry Capital Markets
Experience
TD Wealth Management   July 2012 - Present
Dollar Financial Group  September 2011 - April 2012
Bank of America  January 2010 - September 2010
A. Qasem & Co.   January 2003 - August 2006

Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Teamwork, Microsoft Word, Customer Service, PowerPoint, Tax, Analysis, Internal Controls, Trading, Mutual Funds, Equities, Equity Capital Markets, Equity Trading, Fixed Income, Investments

Education
Canadian Securities Institute   2012 — 2013
CSC, CPH, DFOL., Banking and Financial Support Services

University of Ottawa   2008 — 2010
Professional Certification, Accounting

National University of Bangladesh   1999 — 2002
Bachelor of Commerce (BCom), Accounting

National University Bangladesh
Master's Degree, Accounting

CFA LEVEL 1 Candidate
CFA

jamie walls jamie walls Vancouver, Canada Area Details
jamie walls's TD Wealth Management Experience 2003 - 2008
Job Underwriter at The Guarantee Company of North America on Maternity leave until January 2016
Industry Insurance
Experience
The Guarantee Company of North America  January 2008 - Present
TD Wealth Management   2003 - 2008

Skills
Underwriting, Commercial Insurance, Brokers, Professional Liability, Commercial Lines, D&O, Risk Management

Education
University of Saskatchewan   1995 — 2000
Bachelor of Commerce (B.Com.), Finance, General

Barb Sweezy Barb Sweezy United States Details
Barb Sweezy's TD Wealth Management Experience July 2007 - February 2012
Job Retirement Plan Regional Trust Advisor at TD Wealth
Industry Financial Services
Experience
TD Wealth  January 2012 - Present
TD Wealth Management   July 2007 - February 2012
Bank of America  April 2000 - July 2007
Bank of America (Formerly Fleet Bank)   March 1996 - April 2000
Downeast Pension Services   1995 - 1996
Bank of America (Formerly Fleet Bank)   January 1992 - August 1995
Bank of America (Formerly Maine National Bank)   September 1987 - January 1992

Skills
Retirement Planning, Employee Benefits, Pensions, Retirement, 401k, Wealth Management, Mutual Funds, Small Business, Qualified Retirement..., Team Management, Defined Benefit, Institutional..., Investments, Investment Advisory, Defined Contribution

Education
University of Maine   1980 — 1984
BA, Zoology

Raul Tome Raul Tome Toronto, Canada Area Details
Raul Tome's TD Wealth Management Experience July 2008 - October 2010
Job IT Specialist
Industry Information Technology and Services
Experience
TD  October 2010 - September 2015
TD Wealth Management   July 2008 - October 2010
TD Wealth Management   May 2004 - June 2008
SOROC Technology  June 2000 - April 2004

Skills
Test Management, Technical Support, Business Analysis, Requirements Gathering, Requirements Analysis, Integration, Software Troubleshooting, Software Project..., Software Installation

Education
University of Alberta   1981 — 1985
Bachelor of Fine Arts (Acting)

Mount Royal College   1979 — 1981
Diploma, Theatre

Penticton Secondary School   1976 — 1978

Timothy Woodhouse Timothy Woodhouse South Portland, Maine Details
Timothy Woodhouse's TD Wealth Management Experience September 2004 - January 2010
Job Senior Vice President, Director of Trust Services at Acadia Trust N.A.
Industry Financial Services
Experience
Acadia Trust N.A.   January 2010 - Present
TD Wealth Management   September 2004 - January 2010
Wakelin Hallock & O'Donovan   January 2002 - September 2004
Baker Newman & Noyes  September 1997 - January 2002

Education
University of Maine School of Law   1994 — 1997
Juris Doctorate

University of Maine   1989 — 1993
Bachelor of Business Administration (B.B.A.)

Stephanie Paikin Stephanie Paikin Toronto, Canada Area Details
Stephanie Paikin's TD Wealth Management Experience February 2001 - April 2005
Job Vice President at Only Accessories
Industry Apparel & Fashion
Experience
Only Accessories   May 2005 - Present
TD Wealth Management   February 2001 - April 2005

Skills
Management, Retail, Forecasting, Strategic Planning, Business Strategy, Customer Service, Inventory Management, Financial Analysis, Budgets, Product Development, Fashion

Education
University of Manitoba   1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General

Skaria Alexander Skaria Alexander Toronto, Canada Area Details
Skaria Alexander's TD Wealth Management Experience July 2010 - January 2011
Job Project Manager at Verax Inc. and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Verax Consulting   November 2003 - Present
Scotiabank  February 2011 - August 2012
TD Wealth Management   July 2010 - January 2011
BMO  May 2010 - July 2010
CIBC  June 2009 - May 2010
Manulife Financial  October 2008 - April 2009
Davis+Henderson  November 2006 - August 2008
BMO Bank of Montreal  April 2005 - October 2006
BMO Nesbitt Burns  1999 - 2002

Skills
Business Analysis, SDLC, Integration, Databases, Management, Software Project..., Requirements Analysis, User Acceptance Testing, Vendor Management, Project Portfolio..., PMP, Requirements Gathering, PMO, Consulting, Business Process..., Program Management, Solution Architecture

Education
SIWS   1983 — 1990

University of Mumbai
Computer Science

Damien Tsang, CFP Damien Tsang, CFP Toronto, Canada Area Details
Damien Tsang, CFP's TD Wealth Management Experience April 2013 - Present
Job Senior Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Wealth Management   April 2013 - Present
TD Wealth Management   July 2008 - April 2013
TD Waterhouse  May 2006 - July 2008
TD Canada Trust  2004 - 2006

Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Investment Strategies, Retirement, High Net Worth..., Relationship Management, Wealth Management..., Personal Financial..., Financial Services, Certified Financial..., Strategic Financial..., Estate Planning, Retail Banking, Banking, Finance, Mortgage Lending, Asset Allocation, Wealth, Investment Advisory, Financial Planners, Financial Analysis, Portfolio Management, Asset Management, Financial Advisory, Financial Planning, Securities

Education
University of Calgary   1997 — 2002

Anu Luthra Anu Luthra Toronto, Canada Area Details
Anu Luthra's TD Wealth Management Experience September 2013 - Present
Job Associate, Product Experience & Product Operatioins at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2013 - Present
TD Wealth Management   January 2012 - Present
State Street Global Advisor   January 2011 - June 2011
ssga  September 2007 - January 2011
MFC  August 2000 - September 2007
Lord Abbett  February 1997 - June 1999

Skills
Fixed Income, Mutual Funds, Performance Measurement, Equities, Portfolio Management, Financial Services, Financial Risk, Analysis, Derivatives, Financial Analysis, Investments, Management, Capital Markets

Education
Temple University   1988 — 1992
BA, PolSci

Fairleigh Dickinson University
M.A., Political Science

Gowry Soma Gowry Soma Toronto, Canada Area Details
Gowry Soma's TD Wealth Management Experience July 2012 - September 2013
Job Lead Pega Solution Architect
Industry Computer Software
Experience
CIBC  October 2013 - Present
TD Wealth Management   July 2012 - September 2013
Deloitte  January 2012 - July 2012
ENF - Eelam Natural Foods   January 2010 - April 2012
TD Bank  January 2010 - December 2011
EDS, an HP Company  April 2008 - January 2010
Pegasystems  October 2005 - April 2008
RBC Royal Bank  October 2007 - March 2008
SunTrust Bank  April 2007 - September 2007
BB&T  October 2006 - April 2007

Skills
Pega, PRPC, Java, SOA, Web Services, Agile Methodologies, Business Process..., Business Process..., Rules Engines, Project Management, Solution Architecture, WebSphere Application..., Oracle SQL, SQL, SQL Tuning, Software Design, Process Improvement, Solution Implementation, Pegasystems PRPC, Business Process, Pega PRPC, Business Process Design, Business Intelligence, Business Process..., IT Strategy, Business Analysis, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Enterprise Software, SDLC, Java Enterprise Edition, Websphere, Application Architecture, Agile Project Management, Software Project..., Integration, Systems Analysis, Scrum, Management, EAI, WebSphere

Education
University of Guelph   1996 — 2000
Comp Sci, Computer and Information Sciences and Support Services

Lester B Pearson   1992 — 1996
Highschool, High School/Secondary Diplomas and Certificates

Alicia Donahue Alicia Donahue Greater Boston Area Details
Alicia Donahue's TD Wealth Management Experience January 2002 - June 2012
Job Principal at Nashua Capital Management
Industry Investment Management
Experience
Nashua Capital Management   January 2013 - Present
Nashua Capital Management   July 2012 - Present
TD Wealth Management   January 2002 - June 2012
Donahue & Donahue Attorneys, P.C.   September 1995 - September 2001

Skills
Portfolio Management, Asset Managment, Asset Allocation, Wealth Management, Equities, Fixed Income, Investment Strategies, Wealth Management..., Investment Advisory, Estate Planning, Trusts

Education
Suffolk Law School   1992 — 1995
Juris Doctor, Law

Smith College   1988 — 1992
Bachelor of Arts (B.A.), Economics

Lawrence Academy

Iuliu Dunare Iuliu Dunare Toronto, Canada Area Details
Iuliu Dunare's TD Wealth Management Experience July 2010 - January 2011
Job Java, Java EE, SOA, OSB, WebSphere, WebLogic, Hibernate, Spring, Design, Development, Architecture
Industry Information Technology and Services
Experience
DCS Corp.  2006 - Present
BMO Financial Group  June 2013 - May 2015
Trigon  January 2013 - June 2013
BMO Financial Group  June 2011 - December 2012
TELUS  January 2011 - June 2011
TD Wealth Management   July 2010 - January 2011
TELUS Corporation  August 2008 - July 2010
LoyaltyOne  September 2007 - August 2008
Marsh Canada  February 2007 - August 2007
TD  2005 - 2007

Skills
Web Services, Java Enterprise Edition, Hibernate, SOA, Spring, SOAP, EJB, Struts, REST, Oracle, Enterprise Architecture, Eclipse, JUnit, UML, CVS, JPA, Java, Architecture, Agile Methodologies, JMS, Ant, JSF, WebSphere Application..., Oracle WebLogic Server, Servlets, JAXB, Solution Architecture, ClearCase, J2EE Application..., Design Patterns, JAX-WS, WebSphere MQ, Tomcat, XML, JSP, Maven, ESB, DB2, WSDL, PL/SQL, XSL, Microsoft SQL Server, Glassfish, Sybase, WebSphere Portal, Application Architecture, RAD, NetBeans, Rational Software...

Education
University of Bucharest
Engineering Physics, Physics

Ana Borsai Ana Borsai Toronto, Canada Area Details
Ana Borsai's TD Wealth Management Experience November 2011 - November 2014
Job Sr.QA Analyst at Bell Canada CIBC ECCO Program
Industry Computer Software
Experience
Bell Canada- CIBC ECCO Program   May 2015 - Present
TD Wealth Management   November 2011 - November 2014
TD Securities  January 2010 - August 2011
CIBC  March 2009 - December 2009
INTRIA Items Inc.  June 2007 - February 2009
Ministry of Finance Romania   January 2003 - July 2006

Skills
Testing, Quality Assurance, User Acceptance Testing, Quality Center, Test Cases, Software Quality..., SDLC, Manual Testing, Regression Testing, Requirements Analysis, QTP, Agile Methodologies, Requirements Gathering, Visio, Defect Tracking, System Testing, Databases, JIRA, Leadership, XML, Waterfall, Functional Testing, Agile Testing, Test Strategy, Test Automation, Test Management, Test Planning, Business Requirements, HP Quality Center

Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca
Computer Science

John J. Watson John J. Watson Greater Philadelphia Area Details
John J. Watson's TD Wealth Management Experience January 2014 - Present
Job Wealth Market Leader at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2014 - Present
The Wells Fargo Private Bank   April 2003 - December 2013
Fleet Bank  January 2001 - April 2003
Merrill Lynch  January 1997 - February 2001

Skills
Wealth Management, Retirement Planning, Private Banking, Estate Planning, Financial Planning, Wealth, Strategic Financial..., Series 7, Investments

Education
The American College
MSFS- Master of Science in Financial Services

Lisa Wassill Lisa Wassill Calgary, Canada Area Details
Lisa Wassill's TD Wealth Management Experience January 2013 - Present
Job Vice President and Market Manager, Private Client Group, TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2013 - Present
CMA Holdings & MD Financial   2007 - January 2013
MD Management Ltd  December 2006 - January 2013
MD Physician Services Inc.  2007 - January 2010

Skills
Investments, Banking, Process Improvement, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Wealth Management..., Strategic Financial..., Change Management, Private Banking

Education
University of Saskatchewan
Business/Commerce, General

Robin Hash Robin Hash Ottawa, Canada Area Details
Robin Hash's TD Wealth Management Experience March 2004 - May 2005
Job at TD
Industry Banking
Experience
TD  July 2012 - Present
TD  August 2011 - June 2012
TD  September 2010 - August 2011
TD Canada Trust  May 2008 - September 2010
TD Waterhouse Discount Brokerage  March 2005 - May 2008
TD Wealth Management   March 2004 - May 2005
TD  March 2001 - March 2004

Skills
Banking, Retail Banking, Investments, Credit, Financial Planning, Mutual Funds, Mortgage Lending, Residential Mortgages, Loans, Lines Of Credit, Customer Service, Portfolio Management, Wealth Management

Education
University of Ottawa   1999 — 2003
Bachelor's degree, Economics

Scott McElligott Scott McElligott Ottawa, Canada Area Details
Scott McElligott's TD Wealth Management Experience January 2012 - Present
Job Vice President and Region Head at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   January 2012 - Present
TD Waterhouse  April 2003 - January 2012
Royal Bank of Canada  September 1999 - March 2003

Skills
Investments, Private Banking, High Net Worth..., Wealth Management, Banking, Portfolio Management, Credit, Mutual Funds, Mortgage Lending, Retail Banking, Loans, Credit Analysis, Relationship Management, Asset Management, Bonds, Wealth, Strategic Financial..., Securities, Leadership, Financial Analysis, Sales, Investment Advisory, Wealth Management..., Equities, Risk Management, Investment Strategies, Capital Markets, Retirement Planning, Strategy, Fixed Income, Cross Selling, Financial Planning

Education
University of Ottawa
Bachelor’s Degree, Business/Commerce, General

Hicham Zhiri Hicham Zhiri Toronto, Canada Area Details
Hicham Zhiri's TD Wealth Management Experience May 2010 - October 2013
Job Intermediate Finance Analyst at TD Corporate Segment Finance at TD
Industry Financial Services
Experience
TD  November 2013 - Present
TD Wealth Management   May 2010 - October 2013
Canadian Artists For African Aid Inc. / Song For Africa   August 2009 - February 2010
NESCOM Manufacturing   August 2006 - August 2007
BMCE BANK  May 2005 - September 2005

Skills
Market Research, Risk Management, Team Leadership, Banking, Financial Analysis, Finance, Microsoft Office, Analysis, Accounting, Management, Teamwork

Education
University of Hertfordshire   2008 — 2010
MScIB, International Business

Vancouver Island University   2008 — 2010
MBA, Master Business Administration

IIHEM ( International institue for Higher education In Morocco )   2003 — 2007
BBA, Finance

Nairika Varza Nairika Varza Vancouver, Canada Area Details
Nairika Varza's TD Wealth Management Experience 2013 - Present
Job Wills & Estates Planner at TD Wealth
Industry Law Practice
Experience
TD Wealth Management   2013 - Present
Aikenhead Moscovich & Jones   April 2010 - January 2013
Stewart Aulinger & Company   2008 - 2010

Skills
Fluent in spoken Farsi, Legal Research, Estate Planning, Will drafting, Enduring Powers of..., Conveyancing, Real Estate, Estate Tax Planning, Trusts, Tax Law, High Net Worth..., Dispute Resolution, Powers of Attorney, Securities, Wealth Management, Wealth Management..., Corporate Governance, Legal Advice, Legal Writing, Wealth, Wills

Education
The University of British Columbia

Fay Mirminachi Fay Mirminachi Vancouver, Canada Area Details
Fay Mirminachi's TD Wealth Management Experience 2010 - Present
Job Investment Advisor at TD Waterhouse
Industry Investment Management
Experience
TD Wealth Management   2010 - Present
Edward Jones Investments  September 2004 - April 2010

Skills
Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investment Strategies, Financial Advisory, Wealth, Series 7, Mutual Funds, Investment Management, Wealth Management..., Securities, Retirement, Investments

Education
SFU   2001 — 2002
Management Skills in Advanced Technology

Technische Universität Wien / Technical University Vienna   1993 — 1996
Doctor of Philosophy (PhD), Chemical Engineering - Biotechnology

Daniel Mathai Daniel Mathai Wilmington, Delaware Details
Daniel Mathai's TD Wealth Management Experience May 2013 - March 2014
Job Client Order Management
Industry Financial Services
Experience
BlackRock  March 2014 - Present
TD Wealth Management   May 2013 - March 2014
TD Wealth Management   October 2011 - May 2013
Northwestern Mutual  January 2010 - August 2011

Skills
Financial Analysis, Microsoft Excel, Risk Management, Sales, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Wealth Accumulation, Financial Reporting, Long Term Care Insurance, Budgets, Process Improvement, Analysis

Education
Temple University   2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

Bradley Colwell Bradley Colwell Toronto, Canada Area Details
Bradley Colwell's TD Wealth Management Experience April 2010 - Present
Job System Analyst at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   April 2010 - Present
TD Wealth Management   August 1997 - April 2010
TD Green Line Investor Services   October 1992 - August 1997

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Business Requirements, Trading Systems, Banking, Risk Management

Education
University of Calgary   1987 — 1991
B. Comm., Finance

Santi Giunta Santi Giunta Toronto, Canada Area Details
Santi Giunta's TD Wealth Management Experience November 2012 - Present
Job Wealth Operations Officer
Industry Financial Services
Experience
TD Wealth Management   November 2012 - Present
TD SECURITIES  January 2006 - January 2011
First Associates  January 2004 - January 2005
BMO NESBITT BURNS INC  January 1999 - January 2003

Education
Toronto School of Business
Hotel and Restaurant Management

Christopher Hubert Christopher Hubert Calgary, Canada Area Details
Christopher Hubert's TD Wealth Management Experience October 2007 - Present
Job Senior Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   October 2007 - Present

Skills
Investments, Wealth Management, Portfolio Management, Banking, Finance, Retirement Planning, Financial Services, Risk Management, Mutual Funds, Financial Analysis, College Education..., Estate Planning, Investment Strategies

Education
Trinity Western University   1994 — 1998
Bachelor of Business Administration (BBA)

Ligia Salas Ligia Salas Toronto, Canada Area Details
Ligia Salas's TD Wealth Management Experience March 2004 - October 2011
Job Manager Client Profile Mangement and Control at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  May 2015 - Present
National Bank of Canada  January 2015 - May 2015
TD Wealth Management   March 2004 - October 2011
TD Waterhouse  1998 - 2004

Skills
Operations Management, Strategic Planning, Team Leadership, Product Development, CRM, Wealth Management, Mutual Funds, Budgets, Banking, Relationship Management, Credit, Leadership, Management, Business Analysis, Coaching, Software Documentation, Financial Services, Customer Service, Investments, Portfolio Management, Equities, Securities, Fixed Income, Strategic Financial..., Investment Advisory, Retirement Planning, Retail Banking

Education
Manuela Canizares College
Teacher

Universidad Central del Ecuador

Scott Saveriano Scott Saveriano Greater Boston Area Details
Scott Saveriano's TD Wealth Management Experience June 2011 - August 2011
Job Project Writer at Great American Group
Industry Information Technology and Services
Experience
Great American Group  January 2013 - Present
Schneider Electric  June 2012 - December 2012
ICR  September 2011 - December 2011
TD Wealth Management   June 2011 - August 2011
Margaritas Restaurants  May 2010 - June 2011
Trinity College - Hartford  September 2010 - May 2011
Vinny T's of Boston  April 2006 - August 2009

Skills
Financial Analysis, Corporate Communications, Microsoft Excel, Social Media, Microsoft Office, Research, PowerPoint

Education
Trinity College-Hartford   2008 — 2012

Lexington High School   2004 — 2008
HS

Eric Samson-Doel Eric Samson-Doel Toronto, Canada Area Details
Eric Samson-Doel's TD Wealth Management Experience December 2012 - Present
Job TD Wealth Financial Planner
Industry Investment Management
Experience
TD Wealth Management   December 2012 - Present
TD Canada Trust  August 2007 - December 2012

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Banking, Mortgage Lending, Retirement Planning, Credit, Strategic Financial..., Loans, Retail Banking, Investment Advisory, Commercial Banking, Credit Analysis, Fixed Income

Education
St. Andrew's College

Wilfrid Laurier University

stephen goepel stephen goepel Vancouver, Canada Area Details
stephen goepel's TD Wealth Management Experience February 1998 - September 2006
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments  February 2008 - Present
Canaccord Genuity Inc.  September 2006 - February 2008
TD Wealth Management   February 1998 - September 2006

Education
The University of British Columbia

Isabel Billings Isabel Billings Glastonbury, Connecticut Details
Isabel Billings's TD Wealth Management Experience 2008 - 2012
Job Estate Settlement Paralegal at Reid and Riege, P.C.
Industry Law Practice
Experience
Reid and Riege, P.C.   April 2012 - Present
TD Wealth Management   2008 - 2012
Harry Schochat & Company   2007 - 2008

Skills
Tax Preparation, Income Tax, Estate Administration, estate settlement, Personal Income Tax..., Paralegals, Accounting

Education
Southern Connecticut State University   2003 — 2007
BS, Business Administration and Management, General

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