ATB Investor Services
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ATB Investor Services Employees
Employee
Years
Job
Industry
Jeremy P. Whittingstall BA, MA, ABC Jeremy P. Whittingstall BA, MA, ABC's ATB Investor Services Experience August 2010 - April 2011
Job Principal | Orchestra Communications a Vancouverbased PR and reputation management agency
Industry Public Relations and Communications
Experience
Loomo Creative Co. March 2015 - Present
Orchestra Communications January 2009 - Present
BC Seniors Games / BC 55+ Games August 2014 - Present
Canadian Internet Marketing Conference February 2015 - April 2015
First West Credit Union January 2014 - July 2014
Envision Financial November 2011 - December 2013
ATB Investor Services August 2010 - April 2011
Campaign to Elect Chris Harper, Alderman - Calgary Ward 1 December 2009 - October 2010
Various Independent Film & Production Companies 2005 - 2008
NOW TV / OMNI TELEVISION December 2003 - September 2005
Skills
Crisis Communications, Strategic Communications, Internal Communications, Public Relations, Blogging, Social Media Marketing, Event Management, Media Relations, Content Development, Leadership, Advertising, Editing, Nonprofits, Strategy, Corporate Communications, Online Communications, Video Production, Public Speaking, Issue Management, Strategic Planning, Social Media, Communications Planning, Writing, Marketing Communications
Education
Royal Roads University 2011 — 2013
Master of Arts (MA), Professional Communication
Royal Roads University 2008 — 2010
Bachelor of Arts (BA), Professional Communication
British Columbia Institute of Technology 2002 — 2004
Diploma, Technology; Broadcast Television & Media Communications
International Association of Business Communicators (IABC) 2012 — 2012
ABC (Accredited Business Communicator), Communication Strategy
Loomo Creative Co. March 2015 - Present
Orchestra Communications January 2009 - Present
BC Seniors Games / BC 55+ Games August 2014 - Present
Canadian Internet Marketing Conference February 2015 - April 2015
First West Credit Union January 2014 - July 2014
Envision Financial November 2011 - December 2013
ATB Investor Services August 2010 - April 2011
Campaign to Elect Chris Harper, Alderman - Calgary Ward 1 December 2009 - October 2010
Various Independent Film & Production Companies 2005 - 2008
NOW TV / OMNI TELEVISION December 2003 - September 2005
Skills
Crisis Communications, Strategic Communications, Internal Communications, Public Relations, Blogging, Social Media Marketing, Event Management, Media Relations, Content Development, Leadership, Advertising, Editing, Nonprofits, Strategy, Corporate Communications, Online Communications, Video Production, Public Speaking, Issue Management, Strategic Planning, Social Media, Communications Planning, Writing, Marketing Communications
Education
Royal Roads University 2011 — 2013
Master of Arts (MA), Professional Communication
Royal Roads University 2008 — 2010
Bachelor of Arts (BA), Professional Communication
British Columbia Institute of Technology 2002 — 2004
Diploma, Technology; Broadcast Television & Media Communications
International Association of Business Communicators (IABC) 2012 — 2012
ABC (Accredited Business Communicator), Communication Strategy
Brett Kimak, MBA, CFA, FRM Brett Kimak, MBA, CFA, FRM's ATB Investor Services Experience September 2015 - Present
Job Chief Risk Officer and Head of Compliance at ATB Investor Services
Industry Investment Management
Experience
ATB Investor Services September 2015 - Present
Alberta Investment Management Corporation (AIMCo) June 2011 - August 2015
PricewaterhouseCoopers August 2001 - June 2011
Alberta Securities Commission August 1996 - July 2001
Skills
Risk Management, Capital Markets, Asset Managment, Enterprise Risk..., Due Diligence, Hedge Funds, Financial Risk, Derivatives, Investments, Equities, Alternative Investments, Valuation, Financial Analysis, Internal Audit, Internal Controls, Asset Management, Finance, Financial Services, Portfolio Management, Governance
Education
University of Alberta 1994 — 1996
MBA, Finance
University of Alberta 1989 — 1994
BA, Political Science/Economics
ATB Investor Services September 2015 - Present
Alberta Investment Management Corporation (AIMCo) June 2011 - August 2015
PricewaterhouseCoopers August 2001 - June 2011
Alberta Securities Commission August 1996 - July 2001
Skills
Risk Management, Capital Markets, Asset Managment, Enterprise Risk..., Due Diligence, Hedge Funds, Financial Risk, Derivatives, Investments, Equities, Alternative Investments, Valuation, Financial Analysis, Internal Audit, Internal Controls, Asset Management, Finance, Financial Services, Portfolio Management, Governance
Education
University of Alberta 1994 — 1996
MBA, Finance
University of Alberta 1989 — 1994
BA, Political Science/Economics
Aaron de Sousa Aaron de Sousa's ATB Investor Services Experience August 2015 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
ATB Investor Services August 2015 - Present
Environmental Refuelling Systems Inc. February 2014 - July 2015
Environmental Refuelling Systems September 2013 - January 2014
Finning (Canada) May 2011 - November 2012
Skills
PowerPoint, Spanish-speaking, Microsoft Excel, Microsoft Word, German, Digital Photography, Teamwork, Spanish, Microsoft Office, Outlook, OS X, Navision, Cortex, Access, Accounting, Public Speaking, Team Building, Microsoft Dynamics NAV, Customer Service
Education
University of Alberta 2008 — 2012
Bachelor of Commerce (BCom), Finance, General
ATB Investor Services August 2015 - Present
Environmental Refuelling Systems Inc. February 2014 - July 2015
Environmental Refuelling Systems September 2013 - January 2014
Finning (Canada) May 2011 - November 2012
Skills
PowerPoint, Spanish-speaking, Microsoft Excel, Microsoft Word, German, Digital Photography, Teamwork, Spanish, Microsoft Office, Outlook, OS X, Navision, Cortex, Access, Accounting, Public Speaking, Team Building, Microsoft Dynamics NAV, Customer Service
Education
University of Alberta 2008 — 2012
Bachelor of Commerce (BCom), Finance, General
Tony Sevenko Tony Sevenko's ATB Investor Services Experience May 1991 - Present
Job Vice President, ATB Investor Services
Industry Banking
Experience
ATB Investor Services May 1991 - Present
ATB Financial September 2007 - December 2010
Skills
Wealth Management, Credit, Investments, Retirement Planning, Strategic Financial..., Banking, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Commercial Banking, Investment Advisory
Education
Northern Alberta Institute of Technology 1989 — 1991
Finance, Economics
ATB Investor Services May 1991 - Present
ATB Financial September 2007 - December 2010
Skills
Wealth Management, Credit, Investments, Retirement Planning, Strategic Financial..., Banking, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Commercial Banking, Investment Advisory
Education
Northern Alberta Institute of Technology 1989 — 1991
Finance, Economics
Brian Urkow Brian Urkow's ATB Investor Services Experience November 2011 - Present
Job Advisor Development Coach at ATB Investor Services
Industry Banking
Experience
ATB Investor Services November 2011 - Present
ATB Financial January 2010 - November 2011
ATB Investor Services - Learning and Development February 2006 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Financial Advisory
Education
Royal Roads University 2013 — 2015
Master's Degree, Master of Arts in Leadership
ATB Investor Services November 2011 - Present
ATB Financial January 2010 - November 2011
ATB Investor Services - Learning and Development February 2006 - June 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Financial Advisory
Education
Royal Roads University 2013 — 2015
Master's Degree, Master of Arts in Leadership
Lyndsay Latiff's ATB Investor Services Experience August 2014 - Present
Job Talent Relationship Manager at ATB Investor Services
Industry Banking
Experience
ATB Investor Services August 2014 - Present
ATB Investor Services February 2013 - August 2014
ATB Investor Services December 2009 - February 2013
Bayshore Home Health January 2008 - December 2009
Skills
Applicant Tracking..., Job Descriptions, Workshop Facilitation, Succession Planning, Employee Relations, Benefits Administration, Leadership Development, Employee Benefits, Employee Engagement, Workforce Planning, Employee Training, Time Management, Human Resources, Talent Management, Business Analysis, Job Analysis, Building Relationships, PeopleSoft, Budgets, New Hire Orientations, Customer Service, Credit, Organizational..., Compensation & Benefit, Organizational..., Training, Leadership, HRIS, Talent Acquisition, Microsoft Office, Policy, Deferred Compensation, HR Policies, Change Management, Project Management, Performance Management, Recruiting, Team Leadership, Process Improvement, Coaching, Training Delivery, Interviews, Retail Banking, Recruitment Advertising, Banking, Strategic Planning, Team Building, Microsoft Excel
Education
Athabasca University 2005 — 2008
Bachelor, General Studies; Psychology
ATB Investor Services August 2014 - Present
ATB Investor Services February 2013 - August 2014
ATB Investor Services December 2009 - February 2013
Bayshore Home Health January 2008 - December 2009
Skills
Applicant Tracking..., Job Descriptions, Workshop Facilitation, Succession Planning, Employee Relations, Benefits Administration, Leadership Development, Employee Benefits, Employee Engagement, Workforce Planning, Employee Training, Time Management, Human Resources, Talent Management, Business Analysis, Job Analysis, Building Relationships, PeopleSoft, Budgets, New Hire Orientations, Customer Service, Credit, Organizational..., Compensation & Benefit, Organizational..., Training, Leadership, HRIS, Talent Acquisition, Microsoft Office, Policy, Deferred Compensation, HR Policies, Change Management, Project Management, Performance Management, Recruiting, Team Leadership, Process Improvement, Coaching, Training Delivery, Interviews, Retail Banking, Recruitment Advertising, Banking, Strategic Planning, Team Building, Microsoft Excel
Education
Athabasca University 2005 — 2008
Bachelor, General Studies; Psychology
Jennifer Sevenko, B.Comm, CHRP Jennifer Sevenko, B.Comm, CHRP's ATB Investor Services Experience July 2011 - July 2015
Job Student of the Canadian School of Natural Nutrition
Industry Banking
Experience
Student of the Canadian Shcool of Natural Nutrition August 2015 - Present
ATB Investor Services July 2011 - July 2015
ATB Financial August 2010 - July 2011
ATB Financial November 2007 - November 2010
ATB Financial 2005 - 2007
Education
The University of Calgary 1996 — 2000
Bachelor of Commerce
Student of the Canadian Shcool of Natural Nutrition August 2015 - Present
ATB Investor Services July 2011 - July 2015
ATB Financial August 2010 - July 2011
ATB Financial November 2007 - November 2010
ATB Financial 2005 - 2007
Education
The University of Calgary 1996 — 2000
Bachelor of Commerce
Peter Claghorn Peter Claghorn's ATB Investor Services Experience August 2014 - Present
Job Business Transformation Lead at ATB Investor Services
Industry Financial Services
Experience
ATB Investor Services August 2014 - Present
Organizations By Design (Canada) 2004 - Present
Mount Royal University January 2013 - April 2014
UMS Group 1997 - 2004
TransAlta Utilities 1991 - 1997
Enviros Wilderness School 1976 - 1991
Outward Bound Canada 1976 - 1976
Voyageur Outward Bound School 1973 - 1975
Skills
Management Consulting, Change Management, Benchmarking, Performance Improvement, Performance Management, Business Process..., Strategic Planning, Business Strategy, Leadership Development, Program Management, Strategy, Process Improvement, Performance Measurement, Coaching, Organizational..., Executive Coaching, Organizational Design, Business Transformation, Risk Management, Business Analysis, Stakeholder Management, Business Planning, Stakeholder Engagement, Workshop Facilitation, Team Building, Organizational..., Human Resources, Leadership, Management, Employee Engagement, Training, Talent Management, Policy, Management Development, Succession Planning, MBTI, Executive Development, Career Management, Career Development, Instructional Design, Emotional Intelligence, Career Counseling, Consulting, Conflict Resolution, Personnel Management, Staff Development, Workforce Planning, Adult Education, Interviews, Employee Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1991
MSOD, Organization Development
Antioch College 1965 — 1967
Clark University
ATB Investor Services August 2014 - Present
Organizations By Design (Canada) 2004 - Present
Mount Royal University January 2013 - April 2014
UMS Group 1997 - 2004
TransAlta Utilities 1991 - 1997
Enviros Wilderness School 1976 - 1991
Outward Bound Canada 1976 - 1976
Voyageur Outward Bound School 1973 - 1975
Skills
Management Consulting, Change Management, Benchmarking, Performance Improvement, Performance Management, Business Process..., Strategic Planning, Business Strategy, Leadership Development, Program Management, Strategy, Process Improvement, Performance Measurement, Coaching, Organizational..., Executive Coaching, Organizational Design, Business Transformation, Risk Management, Business Analysis, Stakeholder Management, Business Planning, Stakeholder Engagement, Workshop Facilitation, Team Building, Organizational..., Human Resources, Leadership, Management, Employee Engagement, Training, Talent Management, Policy, Management Development, Succession Planning, MBTI, Executive Development, Career Management, Career Development, Instructional Design, Emotional Intelligence, Career Counseling, Consulting, Conflict Resolution, Personnel Management, Staff Development, Workforce Planning, Adult Education, Interviews, Employee Training
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1991
MSOD, Organization Development
Antioch College 1965 — 1967
Clark University
Sunitha Pradeep Kumar's ATB Investor Services Experience 2005 - 2008
Job Leader, Advice Channel Delivery at ATB Securities Inc.
Industry Investment Banking
Experience
ATB Securities Inc. July 2013 - Present
ATB Securities Inc. April 2008 - July 2013
ATB Investor Services 2005 - 2008
ATB Financial 2003 - 2005
Skills
Hiring, Coaching and..., Coaching, Financial Advisory, Wealth Management, Mutual Funds, Training, Strategic Financial..., Investments, Banking, Relationship Management, Retirement Planning, Securities, Investment Strategies, Team Leadership, Investment Advisory, Recruiting
Education
University of Kerala 1979 — 1984
Bachelors Degree, Economics
ATB Securities Inc. July 2013 - Present
ATB Securities Inc. April 2008 - July 2013
ATB Investor Services 2005 - 2008
ATB Financial 2003 - 2005
Skills
Hiring, Coaching and..., Coaching, Financial Advisory, Wealth Management, Mutual Funds, Training, Strategic Financial..., Investments, Banking, Relationship Management, Retirement Planning, Securities, Investment Strategies, Team Leadership, Investment Advisory, Recruiting
Education
University of Kerala 1979 — 1984
Bachelors Degree, Economics
Sanjay Punjabi Sanjay Punjabi's ATB Investor Services Experience November 2005 - June 2010
Job Business Analyst at City of Edmonton
Industry Information Services
Experience
City of Edmonton August 2011 - Present
Alberta Blue Cross July 2010 - July 2011
ATB Investor Services November 2005 - June 2010
Software Design Group May 2005 - November 2005
Skills
Business Analysis, Requirements Analysis, SQL, Data Analysis, Business Process, Microsoft SQL Server, Business Intelligence, Databases, Integration, Software Documentation, Systems Analysis, Visual Basic, XML, ERP, Testing, Client Presentation, Presenter
Education
Mount Royal College 2010 — 2011
Business Analysis, Business Analysis
Northern Alberta Institute of Technology 2001 — 2005
Bachelors of Applied Information Systems Technology, Information Systems
Northern Alberta Institute of Technology 2001 — 2005
Computer Engineering Technology, Information Systems
City of Edmonton August 2011 - Present
Alberta Blue Cross July 2010 - July 2011
ATB Investor Services November 2005 - June 2010
Software Design Group May 2005 - November 2005
Skills
Business Analysis, Requirements Analysis, SQL, Data Analysis, Business Process, Microsoft SQL Server, Business Intelligence, Databases, Integration, Software Documentation, Systems Analysis, Visual Basic, XML, ERP, Testing, Client Presentation, Presenter
Education
Mount Royal College 2010 — 2011
Business Analysis, Business Analysis
Northern Alberta Institute of Technology 2001 — 2005
Bachelors of Applied Information Systems Technology, Information Systems
Northern Alberta Institute of Technology 2001 — 2005
Computer Engineering Technology, Information Systems
Blair Kjenner's ATB Investor Services Experience April 2006 - July 2006
Job President Method1 Enterprise Software
Industry Information Technology and Services
Experience
Method1 Enterprise Software November 1984 - Present
Enterprise System for Municipalities November 1993 - Present
Chartered Accountants School of Business July 2005 - June 2014
Labour Forecasting System for Health Workers in Alberta December 2003 - December 2013
Alberta Advanced Education June 2009 - June 2012
Alberta Health December 2007 - March 2008
Critical Control Solutions January 2007 - December 2007
ATB Investor Services April 2006 - July 2006
Alberta Corporate Service Centre September 2001 - April 2004
Alberta Economic Development March 2003 - December 2003
Skills
Software Project..., Application Architecture, Business Analysis, Managerial Finance, SDLC, Requirements Analysis, Systems Analysis, IT Strategy, Enterprise Architecture, Software Development, Databases, Software Documentation, Data Modeling, Project Management, .NET, Security, Business Process, ASP.NET, Analysis
Education
Northern Alberta Institute of Technology 1980 — 1982
Computer Systems
Northern Alberta Institute of Technology 1979 — 1980
Computer Systems, Business Administration
Method1 Enterprise Software November 1984 - Present
Enterprise System for Municipalities November 1993 - Present
Chartered Accountants School of Business July 2005 - June 2014
Labour Forecasting System for Health Workers in Alberta December 2003 - December 2013
Alberta Advanced Education June 2009 - June 2012
Alberta Health December 2007 - March 2008
Critical Control Solutions January 2007 - December 2007
ATB Investor Services April 2006 - July 2006
Alberta Corporate Service Centre September 2001 - April 2004
Alberta Economic Development March 2003 - December 2003
Skills
Software Project..., Application Architecture, Business Analysis, Managerial Finance, SDLC, Requirements Analysis, Systems Analysis, IT Strategy, Enterprise Architecture, Software Development, Databases, Software Documentation, Data Modeling, Project Management, .NET, Security, Business Process, ASP.NET, Analysis
Education
Northern Alberta Institute of Technology 1980 — 1982
Computer Systems
Northern Alberta Institute of Technology 1979 — 1980
Computer Systems, Business Administration
Dustin Daniel CFP, CLU Dustin Daniel CFP, CLU's ATB Investor Services Experience November 2014 - Present
Job Insurance Advisor at ATB Investor Services
Industry Financial Services
Experience
ATB Investor Services November 2014 - Present
Deboski & Co. 2009 - Present
Cormark Securities 2007 - 2009
Alberta Central Airways 2004 - 2006
Skills
Financial Analysis, Risk Management, Financial Modeling, Retirement Planning, Economics, Estate Planning, Life Insurance
Education
The University of Calgary 2000 — 2004
Bachelor of Arts (B.A.), Economics
ATB Investor Services November 2014 - Present
Deboski & Co. 2009 - Present
Cormark Securities 2007 - 2009
Alberta Central Airways 2004 - 2006
Skills
Financial Analysis, Risk Management, Financial Modeling, Retirement Planning, Economics, Estate Planning, Life Insurance
Education
The University of Calgary 2000 — 2004
Bachelor of Arts (B.A.), Economics
Sherri Wright-Schwietz Sherri Wright-Schwietz's ATB Investor Services Experience September 2011 - Present
Job Head of Talent and Story at ATB Investor Services
Industry Investment Management
Experience
ATB Investor Services September 2011 - Present
ATB Financial March 2005 - September 2011
Mark's Work Wearhouse 1995 - 2005
Skills
Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Job Analysis, Workshop Facilitation, Talent Acquisition, MBTI, Change Management, Interviews, Human Resources, Workforce Planning, Applicant Tracking..., HRIS, Onboarding, Recruiting, Career Development, Team Building, Organizational Design, Organizational..., Employee Training, Leadership, Executive Coaching, Training Delivery, HR Consulting, HR Policies, Deferred Compensation, Organizational..., Coaching, Training, Leadership Development, Compensation & Benefit, Job Evaluation, Personnel Management, Culture Change, Employer Branding, Labor Relations
Education
The University of Calgary 1991 — 1996
B.A., Psychology
The University of Calgary 1991 — 1996
Human Resources certificate, Human Resources
ATB Investor Services September 2011 - Present
ATB Financial March 2005 - September 2011
Mark's Work Wearhouse 1995 - 2005
Skills
Talent Management, Succession Planning, Employee Relations, Performance Management, Employee Engagement, Job Analysis, Workshop Facilitation, Talent Acquisition, MBTI, Change Management, Interviews, Human Resources, Workforce Planning, Applicant Tracking..., HRIS, Onboarding, Recruiting, Career Development, Team Building, Organizational Design, Organizational..., Employee Training, Leadership, Executive Coaching, Training Delivery, HR Consulting, HR Policies, Deferred Compensation, Organizational..., Coaching, Training, Leadership Development, Compensation & Benefit, Job Evaluation, Personnel Management, Culture Change, Employer Branding, Labor Relations
Education
The University of Calgary 1991 — 1996
B.A., Psychology
The University of Calgary 1991 — 1996
Human Resources certificate, Human Resources
Allison Comeau's ATB Investor Services Experience February 2009 - September 2011
Job Chief Operating Officer at Grayhawk Investment Strategies
Industry Information Technology and Services
Experience
Grayhawk Investment Strategies August 2015 - Present
Robots and Pencils Inc. February 2015 - June 2015
ATB Financial September 2011 - February 2015
CEB 2014 - 2014
ATB Investor Services February 2009 - September 2011
ATB Financial April 2007 - February 2009
Devon Canada Corporation Calgary, AB April 2005 - April 2007
Accenture Business Services for Utilities Calgary, AB May 2004 - April 2005
Guest-Tek Calgary, AB June 2003 - May 2004
Solectron October 2002 - December 2002
Skills
Budgeting, Integration, Requirements Analysis, Process Improvement, Budgets, Project Management, Business Analysis, PMO, SDLC, CRM, Program Management, Business Process..., ERP, Vendor Management, Analysis, Team Leadership, IT Management, Business Process, Strategy, Change Management, Management, Cross-functional Team..., Leadership, Project Planning, Project Portfolio..., IT Strategy, Consulting, Requirements Gathering, Coaching, Governance, Innovation Development, Risk Management, Information Technology
Education
Mount Royal University
AB, Calgary
University of Calgary
Social Work
Grayhawk Investment Strategies August 2015 - Present
Robots and Pencils Inc. February 2015 - June 2015
ATB Financial September 2011 - February 2015
CEB 2014 - 2014
ATB Investor Services February 2009 - September 2011
ATB Financial April 2007 - February 2009
Devon Canada Corporation Calgary, AB April 2005 - April 2007
Accenture Business Services for Utilities Calgary, AB May 2004 - April 2005
Guest-Tek Calgary, AB June 2003 - May 2004
Solectron October 2002 - December 2002
Skills
Budgeting, Integration, Requirements Analysis, Process Improvement, Budgets, Project Management, Business Analysis, PMO, SDLC, CRM, Program Management, Business Process..., ERP, Vendor Management, Analysis, Team Leadership, IT Management, Business Process, Strategy, Change Management, Management, Cross-functional Team..., Leadership, Project Planning, Project Portfolio..., IT Strategy, Consulting, Requirements Gathering, Coaching, Governance, Innovation Development, Risk Management, Information Technology
Education
Mount Royal University
AB, Calgary
University of Calgary
Social Work
Chris Turchansky Chris Turchansky's ATB Investor Services Experience March 2015 - Present
Job President at ATB Investor Services
Industry Investment Management
Experience
ATB Investor Services March 2015 - Present
ATB INVESTOR SERVICES January 2005 - March 2015
RBC 1997 - 2003
Skills
Business Planning, Financial Analysis, Strategy, Leadership, Sales Management, Portfolio Management, Mutual Funds, Securities, Investments, Banking, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Management, Asset Allocation, Asset Management, Risk Management, Credit, Wealth Management..., Wealth, Mortgage Lending, Investment Management, Finance, Equities, Relationship Management, Estate Planning, Fixed Income, Bonds, Financial Risk, Bloomberg, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Derivatives, Financial Services, Financial Modeling, Loans, Retail Banking, Valuation, Retirement, Financial Markets, Investment Banking, Private Equity, Financial Planning
Education
Athabasca University 2008 — 2011
MASTER, BUSINESS ADMINISTRATION
CFA Insitute 2001 — 2004
CFA
University of Alberta
BACHELOR OF COMMERCE
ATB Investor Services March 2015 - Present
ATB INVESTOR SERVICES January 2005 - March 2015
RBC 1997 - 2003
Skills
Business Planning, Financial Analysis, Strategy, Leadership, Sales Management, Portfolio Management, Mutual Funds, Securities, Investments, Banking, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Investment Strategies, Management, Asset Allocation, Asset Management, Risk Management, Credit, Wealth Management..., Wealth, Mortgage Lending, Investment Management, Finance, Equities, Relationship Management, Estate Planning, Fixed Income, Bonds, Financial Risk, Bloomberg, Capital Markets, Commercial Banking, Corporate Finance, Credit Analysis, Derivatives, Financial Services, Financial Modeling, Loans, Retail Banking, Valuation, Retirement, Financial Markets, Investment Banking, Private Equity, Financial Planning
Education
Athabasca University 2008 — 2011
MASTER, BUSINESS ADMINISTRATION
CFA Insitute 2001 — 2004
CFA
University of Alberta
BACHELOR OF COMMERCE
Nova Kane's ATB Investor Services Experience April 2015 - Present
Job Financial Advisor at ATB Securities Inc.
Industry Banking
Experience
ATB Investor Services April 2015 - Present
ATB Financial February 2014 - Present
Scotia Private Client Group April 2013 - November 2013
Scotiabank March 2011 - March 2013
Scotiabank September 2010 - March 2011
Scotiabank March 1997 - July 1999
Scotiabank August 1993 - June 1995
Scotiabank April 1991 - August 1993
Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Retirement, Credit, Loans, Retail Banking, Personal Financial..., Sales
Education
Dalhousie University 1985 — 1990
Bachelor of Commerce (B.Com.), Marketing and Management
Dalhousie University 1985 — 1989
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Professional Financial Planning Course, Canadian Securities Course
The Institute of Canadian Bankers
Investment Funds In Canada
ATB Investor Services April 2015 - Present
ATB Financial February 2014 - Present
Scotia Private Client Group April 2013 - November 2013
Scotiabank March 2011 - March 2013
Scotiabank September 2010 - March 2011
Scotiabank March 1997 - July 1999
Scotiabank August 1993 - June 1995
Scotiabank April 1991 - August 1993
Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Retirement, Credit, Loans, Retail Banking, Personal Financial..., Sales
Education
Dalhousie University 1985 — 1990
Bachelor of Commerce (B.Com.), Marketing and Management
Dalhousie University 1985 — 1989
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Professional Financial Planning Course, Canadian Securities Course
The Institute of Canadian Bankers
Investment Funds In Canada
Poonam Dutta, PMP's ATB Investor Services Experience September 2012 - June 2014
Job Sr. Project Manager
Industry Information Technology and Services
Experience
ATB Investor Services September 2012 - June 2014
ATB Investor Services September 2008 - May 2012
Shaw Communications Inc. March 2008 - August 2008
Devon Energy April 2006 - March 2008
Accenture Business Services for Utilities September 2003 - April 2006
Enmax Encompass Inc. February 2003 - June 2003
Corporation of the City of Calgary May 2002 - January 2003
Telus Mobility November 1996 - April 2002
Skills
PMO, Project Delivery, Project Portfolio..., Program Management, Project Management, Software Project..., Project Scope..., Project Estimation, Project Planning, Budget Management, Multiple Project..., Project Communications, Business Process..., Procurement, Problem Solving, Cross-functional Team..., Client Relations, Client Presentation, Vendor Management, Software Implementation, Data Warehousing, Integration, Migration Projects, CRM, Team Building
Education
Birla Institute of Technology and Science, Pilani 1982 — 1986
B.E., Chemical
ATB Investor Services September 2012 - June 2014
ATB Investor Services September 2008 - May 2012
Shaw Communications Inc. March 2008 - August 2008
Devon Energy April 2006 - March 2008
Accenture Business Services for Utilities September 2003 - April 2006
Enmax Encompass Inc. February 2003 - June 2003
Corporation of the City of Calgary May 2002 - January 2003
Telus Mobility November 1996 - April 2002
Skills
PMO, Project Delivery, Project Portfolio..., Program Management, Project Management, Software Project..., Project Scope..., Project Estimation, Project Planning, Budget Management, Multiple Project..., Project Communications, Business Process..., Procurement, Problem Solving, Cross-functional Team..., Client Relations, Client Presentation, Vendor Management, Software Implementation, Data Warehousing, Integration, Migration Projects, CRM, Team Building
Education
Birla Institute of Technology and Science, Pilani 1982 — 1986
B.E., Chemical
Pamela Allen B.Comm, CFP, FMA's ATB Investor Services Experience 2002 - 2006
Job Regional Vice President at MD Management
Industry Financial Services
Experience
MD Management September 2012 - Present
MD Management Ltd January 2008 - Present
MD Management - CMAH 2006 - Present
ATB Investor Services 2002 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership Development, Financial Advisory, Mutual Funds, Team Building, Coaching, Retirement, Team Leadership, Investment Advisory, Financial Planners, Management, Leadership
Education
University of Alberta 1987 — 1991
B.Comm
MD Management September 2012 - Present
MD Management Ltd January 2008 - Present
MD Management - CMAH 2006 - Present
ATB Investor Services 2002 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership Development, Financial Advisory, Mutual Funds, Team Building, Coaching, Retirement, Team Leadership, Investment Advisory, Financial Planners, Management, Leadership
Education
University of Alberta 1987 — 1991
B.Comm
Jennifer Ilonze's ATB Investor Services Experience October 2005 - July 2007
Job Group Benefits Professional
Industry Human Resources
Experience
Manulife Financial April 2012 - Present
WestJet March 2011 - April 2012
Mercer April 2010 - March 2011
Towers Watson January 2008 - March 2010
ATB Investor Services October 2005 - July 2007
RBC Royal Bank February 2004 - October 2005
Skills
Project Coordination, Onboarding, JD Edwards, Able To Multi-task, Process Improvement, Customer Service, Group Benefits, Benefits Administration, Problem Solving, Microsoft Office, Presentations, Employee Benefits, Administrative..., Analysis, Insurance, Disability Benefits, Critical Illness, Teamwork, Employee Training, Problem Management
Education
The University of Lethbridge 1998 — 2003
Bachelor
Canadian Securities Institute
Manulife Financial April 2012 - Present
WestJet March 2011 - April 2012
Mercer April 2010 - March 2011
Towers Watson January 2008 - March 2010
ATB Investor Services October 2005 - July 2007
RBC Royal Bank February 2004 - October 2005
Skills
Project Coordination, Onboarding, JD Edwards, Able To Multi-task, Process Improvement, Customer Service, Group Benefits, Benefits Administration, Problem Solving, Microsoft Office, Presentations, Employee Benefits, Administrative..., Analysis, Insurance, Disability Benefits, Critical Illness, Teamwork, Employee Training, Problem Management
Education
The University of Lethbridge 1998 — 2003
Bachelor
Canadian Securities Institute
Patti Norman's ATB Investor Services Experience September 2007 - January 2011
Job Compliance Manager at Walton Capital Management
Industry Capital Markets
Experience
Walton Capital Management November 2014 - Present
Canoe Financial January 2013 - September 2014
RPS Energy October 2011 - December 2012
ATB Investor Services September 2007 - January 2011
Alberta Securities Commission March 2003 - June 2007
Skills
Registration, Leadership, Training, Human Resources, Policy, Risk Management, Project Planning, Team Building, Business Development, Customer Service, Microsoft Office, Management, Recruiting, Strategic Planning, Project Management, Contract Negotiation, Portfolio Management, Operations Management, Microsoft Excel, Strategy, Negotiation, Process Improvement, Business Process..., Change Management, Banking, Financial Analysis, Business Strategy, Mergers & Acquisitions, Accounting, Business Analysis, Time Management, Performance Management, Securities, Team Management, Investments, Leadership Development, Risk Assessment, Asset Management, Vendor Management, Due Diligence, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Relationship Management, Governance, Credit, Financial Reporting, Corporate Governance
Education
University of Calgary
Walton Capital Management November 2014 - Present
Canoe Financial January 2013 - September 2014
RPS Energy October 2011 - December 2012
ATB Investor Services September 2007 - January 2011
Alberta Securities Commission March 2003 - June 2007
Skills
Registration, Leadership, Training, Human Resources, Policy, Risk Management, Project Planning, Team Building, Business Development, Customer Service, Microsoft Office, Management, Recruiting, Strategic Planning, Project Management, Contract Negotiation, Portfolio Management, Operations Management, Microsoft Excel, Strategy, Negotiation, Process Improvement, Business Process..., Change Management, Banking, Financial Analysis, Business Strategy, Mergers & Acquisitions, Accounting, Business Analysis, Time Management, Performance Management, Securities, Team Management, Investments, Leadership Development, Risk Assessment, Asset Management, Vendor Management, Due Diligence, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Relationship Management, Governance, Credit, Financial Reporting, Corporate Governance
Education
University of Calgary
Randy Christie, CMA's ATB Investor Services Experience September 2005 - April 2009
Job Manager of Financial Analysis
Industry Accounting
Experience
Christenson Developments Ltd. April 2015 - Present
SunHills Mining / TransAlta October 2013 - January 2015
Prairie Mines & Royalty June 2011 - September 2013
EPCOR September 2010 - March 2011
Canadian Diabetes Association April 2009 - September 2010
ATB Investor Services September 2005 - April 2009
Skills
Budgeting, Financial Analysis, Accounting, Forecasting, Business Planning, Budgets, PowerPoint, Financial Accounting, Investments, Banking
Education
Certified Management Accountants 2009 — 2011
CMA, CMA
The University of Lethbridge 1998 — 2000
Bachelor of Management, Finance, Marketing
The University of Lethbridge 1998 — 2000
Management, Finance, Marketing
Christenson Developments Ltd. April 2015 - Present
SunHills Mining / TransAlta October 2013 - January 2015
Prairie Mines & Royalty June 2011 - September 2013
EPCOR September 2010 - March 2011
Canadian Diabetes Association April 2009 - September 2010
ATB Investor Services September 2005 - April 2009
Skills
Budgeting, Financial Analysis, Accounting, Forecasting, Business Planning, Budgets, PowerPoint, Financial Accounting, Investments, Banking
Education
Certified Management Accountants 2009 — 2011
CMA, CMA
The University of Lethbridge 1998 — 2000
Bachelor of Management, Finance, Marketing
The University of Lethbridge 1998 — 2000
Management, Finance, Marketing
Tara Adams (ATB)'s ATB Investor Services Experience May 2008 - July 2014
Job Corporate Health & Wellness Manager at ATB Financial
Industry Financial Services
Experience
ATB Financial August 2014 - Present
ATB Investor Services May 2008 - July 2014
Emerge Learning Corp 2007 - April 2008
Converge Consulting Group Inc. 2002 - 2007
Skills
Learning and Development, Faclitation, Event Management, Project Management, Budget, Project Planning, Business Planning, Change Management, Strategic Planning
Education
Mount Royal College 2009 — 2009
Certificate, Project Management Certificate
University of Calgary 1990 — 1994
Bachelor of Arts, Communications
ATB Financial August 2014 - Present
ATB Investor Services May 2008 - July 2014
Emerge Learning Corp 2007 - April 2008
Converge Consulting Group Inc. 2002 - 2007
Skills
Learning and Development, Faclitation, Event Management, Project Management, Budget, Project Planning, Business Planning, Change Management, Strategic Planning
Education
Mount Royal College 2009 — 2009
Certificate, Project Management Certificate
University of Calgary 1990 — 1994
Bachelor of Arts, Communications
Diana Chirciu, CFE's ATB Investor Services Experience June 2012 - July 2014
Job Office Manager at Chronos LTD
Industry Computer Software
Experience
Chronos LTD July 2015 - Present
Pacific Stock Transfer Co. August 2014 - May 2015
ATB Investor Services June 2012 - July 2014
IIROC (Investment Industry Regulatory Organization of Canada) 2009 - 2012
IIROC (Investment Industry Regulatory Organization of Canada) September 2008 - October 2009
IIROC (Investment Industry Regulatory Organization of Canada) March 2007 - September 2008
Chrysler Financial May 2006 - March 2007
Skills
Analysis, Securities, Investments, Securities Regulation, Mutual Funds, Canadian Securities..., Microsoft Office, Banking, SQL, Analyst Notebook, Background Checks, Broadridge Dataphile, Compliance, LexisNexis, iBase, OFAC Listings Search, i2 Analyst Notebook, Complinet, Sage CRM, IDEA Software for..., Coaching, Conduct and Practicies..., Financial Analysis, SharePoint, Customer Service, Financial Services, Credit, Financial Risk, Due Diligence, Portfolio Management, Finance
Education
Canadian Securities Institute 2006 — 2009
CSC, CPH, DFC, OLC
Universitatea Transilvania din Brașov 1997 — 2001
Bachelor's Degree, Business/Commerce, General
Chronos LTD July 2015 - Present
Pacific Stock Transfer Co. August 2014 - May 2015
ATB Investor Services June 2012 - July 2014
IIROC (Investment Industry Regulatory Organization of Canada) 2009 - 2012
IIROC (Investment Industry Regulatory Organization of Canada) September 2008 - October 2009
IIROC (Investment Industry Regulatory Organization of Canada) March 2007 - September 2008
Chrysler Financial May 2006 - March 2007
Skills
Analysis, Securities, Investments, Securities Regulation, Mutual Funds, Canadian Securities..., Microsoft Office, Banking, SQL, Analyst Notebook, Background Checks, Broadridge Dataphile, Compliance, LexisNexis, iBase, OFAC Listings Search, i2 Analyst Notebook, Complinet, Sage CRM, IDEA Software for..., Coaching, Conduct and Practicies..., Financial Analysis, SharePoint, Customer Service, Financial Services, Credit, Financial Risk, Due Diligence, Portfolio Management, Finance
Education
Canadian Securities Institute 2006 — 2009
CSC, CPH, DFC, OLC
Universitatea Transilvania din Brașov 1997 — 2001
Bachelor's Degree, Business/Commerce, General