B2B Bank
B2B Bank is a Schedule I Canadian bank that serves a network of some 27,000 financial professionals across key business verticals including: financial advisors and their dealerships; deposit and mortgage brokers and their firms; mutual fund and insurance manufacturers; MFDA and IIROC members. Headquarters: Toronto, Canada Number of employees: 896 (2016) Founded: 1991 Parent organization: Laurentian Bank of Canada Subsidiaries: B2b Bank Financial Services Inc.,
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B2B Bank Employees
B2B Bank November 2014 - Present
Canadian Western Bank & Trust February 2013 - November 2014
Canadian Western Trust May 2009 - February 2013
MD Physician Services September 2007 - May 2009
ATB Financial February 2001 - September 2007
Skills
Mutual Funds, Equities, Wealth Management, Investments, Securities, Retirement Planning, Portfolio Management, Credit, Strategic Financial..., Loans, Business Development, Mortgage Lending, Relationship Management, Banking, Finance, Financial Analysis, Commercial Banking, Credit Analysis, Credit Risk, Financial Services, Retail Banking
Education
Royal Roads University
CFF Bank March 2015 - Present
B2B Bank August 2012 - March 2014
AGF Management Limited June 2007 - August 2012
AGF Trust Company January 2007 - May 2007
Skills
Banking, Training, Credit, Risk Management, Investments, Financial Analysis, Financial Risk, Financial Services, Credit Analysis, Customer Service, Microsoft Excel, Loans, Portfolio Management, Commercial Lending, Corporate Finance, Finance, Strategic Financial..., Team Building, Mutual Funds, Process Improvement, Payments, Performance Management, PPLUS System, Appian, Workdesk, Outlook
Education
Brock University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
B2B Bank June 2014 - Present
B2B Bank June 2012 - June 2014
MRS November 2011 - June 2012
MRS November 2007 - June 2012
Skills
Mutual Funds, Investments, Fixed Income, Strategic Financial..., Call Center, Microsoft Excel, Customer Service, Sales, Team Leadership, Financial Services, Banking, Business Analysis, Call Centers, Credit, Equities, Financial Planning, Investment Strategies, Mortgage Lending, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Risk Management, Securities, Wealth Management
Education
Ryerson University 2004 — 2007
BComm, Finance, General
Seneca College of Applied Arts and Technology 2001 — 2004
Financial Planning and Services
B2B Bank March 2015 - Present
Royal Bank of Canada October 2014 - March 2015
ScotiaMcLeod April 2009 - October 2014
IIROC (Investment Industry Regulatory Organization of Canada) 2005 - 2009
RBC Wealth Management 2003 - 2005
Toronto Catholic District School Board 2002 - 2003
CIBC Wealth Management 1998 - 2001
Skills
Windows, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Securities, Team Management, Teaching, Training, Investments, Mutual Funds, Equities, Fixed Income, Auditing, Options, AML, Risk Management, Wealth Management, Bonds, Leadership, Portfolio Management, Management, Asset Management, Financial Planning, Anti Money Laundering, Financial Services, Finance
Education
Concordia University 1984 — 1987
Bachelor's degree, Economics
Dawson College 1981 — 1984
College Diploma, Pre-University courses
Desjardins Financial Security Life Assurance Company July 2014 - Present
B2B Bank May 2013 - July 2014
BMO Financial Group November 2004 - April 2013
BMO Financial Group August 2002 - October 2004
BMO Financial Group November 2000 - July 2002
BMO Financial Group July 1998 - October 2000
Skills
Building Customer..., Financial Analysis, Investment Strategies, Business Development, Coaching Staff, Public Speaking, Media Relations, Mutual Funds, CRM, Investments, Banking, Wealth Management, Portfolio Management, Leadership, Retirement Planning, Derivatives, Sales, Relationship Management, Strategic Financial..., Business Planning, Investment Advisory, New Business Development, Analysis, Equities, Loans, Financial Advisory, Finance, Financial Planning, Financial Services, Mortgage Lending
Education
Canadian Securities Institute 1997 — 2010
FSCI, DMS, PFP, Financial Planning, Investment Strategies, and Risk Management
Canadian Academy of Senior Advisors 2006 — 2006
CSA, Certified Senior Advisor
Trent University 1991 — 1995
B.A., Political Science, Economics
B2B Bank August 2013 - Present
AGF Trust March 2010 - August 2013
Citicorp Home Mortgage November 2004 - February 2010
TD Canada Trust May 1994 - October 2004
Skills
Banking, Credit, Credit Analysis, Credit Risk, Finance, Investments, Mortgage Lending, Loans, Portfolio Management, Risk Management
Education
Sheridan College 1993 — 1996
Marketing
B2B Bank July 2014 - Present
CIBC November 2012 - July 2014
RBC February 2012 - November 2012
National Bank of Canada June 2011 - February 2012
Interfinance Mortgage Corporation April 2010 - March 2011
AGF Trust 2006 - 2008
Mackenzie Investments April 2004 - December 2005
MRS Trust 2000 - 2003
Skills
Customer Service, Account Management, Analysis, Banking, Business Development, Credit, Management, Sales, Team Building, Loans
Education
Seneca College of Applied Arts and Technology 1984 — 1987
diploma, general business
B2B Bank December 2014 - Present
Laurentian Bank January 2014 - March 2014
ONE Bank Ltd January 2009 - September 2011
ONE Bank Ltd. August 2006 - December 2008
Delta Life Insurance Co. Ltd. January 2003 - July 2006
Skills
Business Analysis, Retail Banking, Banking, Risk Management, Branch Management, Branch Banking, Relationship Management, Team Management, Team Leadership, Analysis, Portfolio Management, Business Development, MIS, Accounting, Financial Modeling, Credit Risk, Finance, Credit, Credit Analysis, Forecasting, Financial Analysis, Commercial Banking
Education
University of Toronto 2014 — 2015
Executive Program
Humber College 2013 — 2013
Leadership Skills in a Canadian Context.
University of Dhaka 2005 — 2006
Master of Business Administration (MBA), Finance
NRS Media January 2015 - Present
NRS Media October 2012 - Present
B2B Bank June 2010 - May 2012
Skills
Market Research, Project Management, Event Management, Marketing Communications, Strategic Planning, Marketing Strategy, Advertising, Online Advertising, Digital Marketing, Social Media Marketing, Marketing, Account Management, Direct Sales, Email Marketing, Leadership, Sales, Customer Service
Education
McMaster University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Symphony September 2009 - Present
B2B Bank December 2007 - January 2009
Microsoft France May 2006 - March 2007
Skills
Marketing, Entrepreneurship, Small Business, Management, Fashion, Business Development, Entrepreneurial..., Creative..., Team Management, Operations Management, Fashion Buying, Successful Business..., Marketing Strategy, Marketing Communications, Marketing Management, New Business Development, Account Management, Sales Management, Sports Marketing, Sports Management, Microsoft Technologies
Education
Toulouse Business School 2005 — 2006
Master's degree, Marketing, Management & Communication
CST Consultants Inc. February 2014 - Present
Jordan Berg Consulting October 2010 - Present
B2B Bank February 2012 - June 2013
Peel District School Board 2008 - 2012
BMO Financial Group April 2011 - September 2011
JVS Toronto October 2010 - December 2010
OgilvyAction September 2010 - November 2010
Skills
Training, Program Management, E-Learning, Project Management, Human Resources, Analysis, Strategic Planning, Sales, Curriculum Design, Onboarding, Adult Education, Teaching
Education
University of Toronto - Ontario Institute for Studies in Education
Graduate Certificate
Canisius College
MS
York University
BA (H)
CIBC March 2014 - Present
OMERS January 2014 - March 2014
B2B Bank May 2013 - January 2014
Rogers Communications December 2011 - August 2012
Procom July 2010 - November 2011
Aon Hewitt August 2007 - July 2010
MGA Consulting January 2007 - August 2007
Skills
PeopleSoft, Kronos, Total Benefits..., Payroll, HRIS, Administration, Employee Relations, Bullhorn, Employees Total Rewards, Recruitment & Retention, Deferred Compensation, Employee Benefits
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Human Resource Management Certificate, Human Resource Managment
University of Calcutta 1997 — 2000
Bachelor of Arts, Political Sc.
CST Trust Co Inc March 2013 - Present
CST Trust Co Inc March 2013 - Present
B2B Bank April 2009 - November 2009
B2B Bank October 2008 - November 2009
Skills
Administration, Banking, Credit, Microsoft Office, Customer Service, Investment Banking, Loans, Customer Relations, Accounting, Word, Excel, Teamwork, Problem Solving, Outlook, PowerPoint, MIS, Investments, Team Leadership, Microsoft Excel, Microsoft Word
Education
George Brown College 2007 — 2008
PG, Financial Services and Marketing
Madras Christian College 2000 — 2002
B.Com, English, Commerce, Maths
Kotagiri
Genworth Canada June 2014 - Present
B2B Bank August 2012 - June 2014
AGF trust July 2008 - August 2013
National Bank of Canada October 1999 - July 2008
G&K Services September 1991 - July 1994
Skills
Credit, Credit Risk, Credit Analysis, Mortgage Underwriting, Mortgage Lending, Loans, Banking, Residential Mortgages, Refinance, Mortgage Banking, Consumer Lending, Commercial Lending
Education
Universidade Católica Portuguesa 1987 — 1989
Finance, General
Maria do Carmo de Medeiros
B2B Bank September 2015 - Present
Utility Savings June 2015 - July 2015
United Bank For Africa, Senegal April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Office, SAS, R, PowerPoint, Finance, Access, Assurance, Microsoft Word, Management, Travail d'équipe, Microsoft Access, Negotiation, Négociations, Stratégie commerciale, Business Strategy, Analyse financière, Gestion des risques, Planification..., Actuarial Science, Statistics, Mathematics, Data Analysis, Teamwork
Education
Université de Montréal 2011 — 2014
B.Sc. Mathematics, Specialization in Actuarial Science
Scotiabank October 2012 - Present
B2B Bank 2012 - 2012
ING DIRECT Canada 2010 - 2012
ING DIRECT Canada 2008 - 2010
ING DIRECT Canada 2007 - 2008
Ontario Public Service June 2006 - August 2006
Skills
Business Analysis, Business Requirements, Banking, SDLC, Business Process..., Data Analysis, SQL, Requirements Analysis, SAS, Business Objects, Microsoft Excel, Executive Reporting, Stakeholder Management, Business Objects EPM, VBA, BASE SAS, Oracle Essbase, Oracle Hyperion, SQL Server Management..., Enterprise Architecture, Dashboarding, KPI Reports, Planning Budgeting &..., Transfer Pricing, Expense Management, ALM, Performance Metrics, Process Automation, Financial Modelling
Education
University of Toronto 2010 — 2011
Certificate in Business Analysis
Canadian Securities Institute
CSC
Ryerson University 2003 — 2008
B.Comm, Ted Rogers School of Information Technology
B2B Bank July 2014 - Present
B2B Trust December 2012 - July 2014
Setter Capital June 2008 - August 2010
RBC Dominion Securities September 2009 - December 2009
Best Buy Corporation September 2006 - September 2007
Mr.Submarine Limited April 2002 - January 2006
Salvation Army July 2005 - August 2005
Skills
SPSS, Community Engagement, Community Service, Economics, International Economics, International Business, Microsoft Office, Telephone Skills, Problem Solving, Critical Thinking, Public Speaking, Access, Sales, Time Management, Investments, Leadership, Microsoft Excel, Customer Service, Teamwork, Financial Analysis, Marketing, Retail
Education
Ryerson University 2007 — 2012
Bachelor of Commerce (B.Com.), Economics Major, Finance Minor
Bishop Allen
Women's College Hospital May 2015 - Present
B2B Bank May 2013 - March 2014
Toronto Harm Reduction Task Force 2012 - 2012
Skills
Time Management, Problem Solving, Quality Assurance, Data Entry, Data Analysis, Teamwork, Microsoft Excel, Customer Service, Team Leadership, Policy, Administration
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Ontario College Graduate Certificate, Regulatory Affairs and Quality Operations
University of Toronto 2009 — 2013
Honours Bachelor of Science, Biomedical Toxicology, Health and Disease
Vaughan Secondary School 2005 — 2009
Ontario Secondary School Diploma (OSSD)
B2B Bank July 2012 - October 2013
MRS Trust Company June 2011 - July 2012
MRS Trust Company January 2001 - June 2011
MRS Inc. January 1995 - January 2001
MRS Inc. June 1992 - January 1995
Skills
Banking, Certified Anti-Money..., loans and mortgages, EFT processing, Finance, Loans, lending products, tax receipts, Credit, Investments, Mortgage Lending, Internal Audit, Account Reconciliation, Financial Services
Education
Brock University 1988 — 1992
Bachelor of Business Economics, Economics
York Mills Collegiate 1985 — 1988
TD December 2013 - Present
MCAP January 2013 - September 2013
B2B Bank November 2011 - January 2013
Verico (The Mortgage Practice) April 2011 - November 2011
Merix Financial September 2005 - June 2010
Skills
Customer Service, Credit, Residential Mortgages, Mortgage Lending, Credit Analysis, Underwriting, Loans, Banking, Credit Risk, Commercial Mortgages, Mortgage Underwriting, Relationship Management
Education
Humber College
B2B Bank November 2014 - Present
B2B Bank October 2009 - October 2014
B2B Trust December 2007 - October 2009
B2B Trust January 2007 - December 2007
B2B Trust September 2004 - December 2006
GE Capital (Consumer Financial Services India Ltd.) March 2004 - July 2004
Kotak Mahindra Bank April 2002 - February 2004
Kotak Mahindra Bank April 2000 - March 2002
Kotak Mahindra Bank September 1998 - March 2000
Skills
Credit, Portfolio Management, Mutual Funds, Retail Banking, Relationship Management, Credit Risk, Financial Services, Investments, Banking, Finance, Analysis, Loans, Risk Management, Financial Advisory, Financial Risk, Insurance, Mortgage Lending, Customer Service, Strategic Financial..., Securities, MIS, Asset Management, Process Improvement, Retirement Planning, Training, Capital Markets, Equities, Trading, Fund Administration, Residential Mortgages, Accounting, Business Analysis, Financial Analysis, Mergers & Acquisitions, Investment Banking, Wealth Management, Product Management, Credit Analysis, Management, Funding, Fixed Income, Investment Strategies, ETFs, Underwriting, Commercial Banking, Investment Advisory
Education
NMIMS 2000 — 2001
Post Graduate Diploma, Marketing
University of Mumbai 1992 — 1997
Bachelor's Degree, Political Science and Government
B2B Bank January 2015 - Present
GHINA October 2013 - October 2014
Rogers Communications January 2013 - October 2013
RBC September 2012 - January 2013
Industrielle Alliance September 2011 - May 2012
Future Shop January 2010 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Investments, Management, Microsoft Word
Education
University of Quebec in Montreal 2007 — 2010
Post-graduate studies in Finance(DESS), Finance
Université du Québec à Montréal 2007 — 2010
Post-graduate studies in Finance(DESS), Finance, général
B2B Bank November 2014 - Present
ICICI Bank Canada September 2010 - November 2014
Samba Bank Limited June 2007 - June 2010
Itim Systems (Pvt.) Ltd November 2005 - June 2007
yEvolve 2001 - 2005
SofPak (pvt.) Ltd April 2000 - August 2001
Skills
SDLC, Change Management, Cross-functional Team..., PMP, Project Management, PMO, Scope Management, Integration, Waterfall, Software Project..., Project Planning, CRM, Data Center, Quality Assurance, Team Management, Solution Architecture, Testing, Management, Enterprise Architecture, Systems Analysis, Vendor Management, ITIL, Business Analysis, Leadership, Software Development, Project Portfolio..., Business Process..., Resource Management, IT Strategy, IT Management, Governance, Visio, IT Service Management, Business Requirements, Strategy, Analysis, Troubleshooting, Business Intelligence, Requirements Analysis, ERP, Information Technology, Business Process, Project Delivery, Requirements Gathering, User Acceptance Testing, MS Project, Data Migration
Education
Schulich Executive Education Centre 2011 — 2011
The Business Analyst Course, Business Analysis
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology 2002 — 2004
MS, Computer Sceince
NED University of Engineering and Technology 1996 — 2000
B.E., Electrical
Habib Public School 1983 — 1993
B2B Bank October 2012 - May 2013
Downsview Services for Seniors July 2012 - October 2012
Teleperformance / Scotiabank Customer Contact Centre September 2011 - July 2012
Superintendencia de Pensiones (SIPEN) May 2010 - February 2011
Superintendencia de Valores (SIV) 2005 - May 2010
Superintendencia de Valores (SIV) April 2003 - 2005
Interamericana Products International 1999 - 2001
Skills
Technical Writing, Financial Analysis, Quantitative Analysis, Capital Markets, Business Relationship..., Multilingual, Multitasker, Goal Oriented, Results Oriented, Team Leadership, Financial Markets, Financial Planning, Time Management, MS Project, Project Coordination, Learning Quickly, Business Analysis, Leadership, Strategic Financial..., Team Management, Investments, Quantitative Analytics, Analysis, Microsoft Project, Finance, Accounting, Human Resources, Portfolio Management
Education
Canadian Securities Institute (CSI) 2011 — 2011
2011, Banking, Finance
University of Exeter 2001 — 2002
Master of Science (MSc), Finance and Management
Pontificia Universidad Católica Madre y Maestra 2000 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico de Santo Domingo 1995 — 1999
Engineer, Industrial
TD Canada Trust Bank December 2013 - Present
B2B Bank October 2012 - January 2013
Centum National Loans Mortgage November 2011 - October 2012
Empress Plaza - No Dust Management November 2011 - September 2012
TDSB Financial Corp.-Practice Firm January 2009 - May 2009
Melco Electric Inc. November 2002 - September 2007
Fast Track Messenger Services June 1999 - October 2002
Federacion Odontologica Colombiana March 1998 - May 1999
Skills
Finance, Leadership, Real Estate, Marketing, Management, Mortgage Lending, Customer Service, Financial Analysis, Banking, Accounting, Negotiation, Portfolio Management, Mutual Funds, Credit, Investments
Education
Canadian Securities Institute (CSI) 2013 — 2013
IFIC Certificate from Canadian Securities Institute, Investment Funds in Canada, Certificate
C.A.A.M.P. 2011 — 2011
Mortgage Agent Professional, Mortgage Industry in Canada
LEF Canada 2011 — 2011
Project Management Certificate, Project Management Program
Universidad del Atlántico 1977 — 1981
Bachelor, Business Administration
B2B Bank June 2015 - Present
Deloitte Canada January 2015 - June 2015
Deloitte Canada October 2011 - January 2015
PaperlinX Canada Limited May 2007 - October 2011
Entire Imaging Solutions Inc. May 2006 - May 2007
Toro Magazine May 2005 - September 2005
Education
Ryerson University 2003 — 2007
Bachelor of Technology, Graphic Communications Management
RBC December 2014 - Present
B2B Bank October 2014 - November 2014
TD July 2012 - October 2013
PDVSA Petroleos de Venezuela S.A. August 2009 - December 2010
PDVSA Petroleos de Venezuela S.A. November 2006 - August 2009
Ernst & Young January 2006 - August 2006
Skills
Financial Analysis, Finance, Analysis, Financial Reporting, Financial Planning, Controlling Budgets, Variance Analysis, Microsoft Excel, SAP FICO, Canadian Securities..., Forecasting, Risk Management, Microsoft Office, Budgets, Corporate Finance
Education
Universidad Católica Andrés Bello 2000 — 2005
Bachelor's degree, Economics
CFA INSTITUTE
CFA Level I Candidate
UNITEC
Master's degree, Management specializing in Finance
Deloitte Canada September 2015 - Present
B2B Bank December 2014 - August 2015
AMICO Corporation June 2014 - November 2014
Grundfos Canada June 2013 - December 2013
Faculty of engineering, University of Ottawa September 2012 - June 2013
Faculty of Engineering, University of Ottawa May 2012 - August 2012
Speedshield Technologies February 2012 - April 2012
Skills
Project Management, Teamwork, Engineering, Leadership, Research, Microsoft Office, Solidworks, Matlab, C++, Problem Solving, English, Manufacturing, AutoCAD, Technical Writing, CAD/CAM, Microsoft Excel, Analysis, Modeling, Training, Labview, PowerPoint, Excel, Biomechanics, Cell Culture, Procurement, Microsoft Project, SAP, Organization Skills, MS Project
Education
University of Ottawa / Université d'Ottawa 2007 — 2011
B.A.Sc., Biomedical / Mechanical Engineering
National University of Singapore 2010 — 2010
Mechanical and Bioengineering
Lycée Français Jules Verne (Johannesburg) 1999 — 2007
Baccalauréat, Sciences (specialization: Biology and Earth Sciences), Mention Très Bien
DUCA Financial Services Credit Union Ltd. May 2013 - Present
B2B Bank January 2013 - March 2013
First Gulf Bank May 2005 - June 2012
National Bank of Abu Dhabi December 2003 - May 2005
EnVogue Model & Talent Agency, Inc. September 2002 - April 2003
Fifth Third Bank February 2002 - September 2002
Skills
Project Finance, Contract Finance, Credit Analysis, Financial Analysis, Syndications, Lines Of Credit, Trade Finance, Credit Risk, Management of Financial..., Islamic Finance, Document Management, Temenos T24, Moody's Risk Analysis, Debt Restructuring, Mentoring, Relationship Marketing, Loan Origination, Surety Bonds, Finance, Corporate Finance, Credit, Portfolio Management, Commercial Banking, Loans
Education
York University 2015 — 2017
Bachelor of Arts (BA), Philosophy
American University in Dubai 2005 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Kentucky 1998 — 2001
Bachelor of Business Administration (B.B.A.), Decision Science & Information Systems
Islamia English School 1984 — 1998
'O' & 'A' Level
B2B Bank March 2012 - Present
HSBC Finance July 2005 - December 2011
HSBC Finance Mortgage January 2004 - June 2005
HSBC- Regular Branch, Household Financial Corp January 1996 - January 2004
Skills
Business Development,..., Training and..., Workshop Facilitation,..., Credit, Underwriting, Coaching, Account Management, Fundraising, Collections, Recruiting, Auditing, Business Development, Leadership,, Team Building, Mortgage Lending, Loans, Banking, Credit Analysis, Credit Cards, Relationship Management, Credit Risk, Financial Risk, Portfolio Management, Leadership, Inter-personal, Retail Banking, Sales Management, Finance, Risk Management, Cross Selling, Management, Financial Services, Residential Mortgages, Sales, Mortgage Underwriting, Financial Analysis, Mutual Funds, Analysis, Wealth Management, Investments, Consumer Lending, Insurance, Strategic Financial..., Sales Process, Mortgage Banking, Refinance, Lines Of Credit, Lead Generation, Asset Management, Retirement Planning
Education
Toronto School of Business 1988 — 1989
Business Diploma, Business Administration
University of Toronto 1984 — 1988
Bachelor of Arts, International Relations/Economics
B2B Bank October 2009 - Present
Total Mortgage Solutions Inc. March 2009 - October 2009
HSBC 2005 - 2008
Invis 2001 - 2005
Invis 2001 - 2005
Skills
Mortgage Lending, Debt Consolidation, Credit, Residential Mortgages, Loans, Refinance, Investments, Commercial Mortgages, Mortgage Underwriting, Certified Mortgage..., Underwriting, Construction Loans, Sales Management, Strategic Financial..., Credit Analysis, Real Estate Financing, Banking, First Time Home Buyers, Funding, Real Estate, Finance, Financial Services, Investment Properties, Rates, Relationship Management, Commercial Lending, Credit Risk, Wealth Management, Mutual Funds
Education
Toronto School of Business 1992 — 1994
Accounting & Business Development
York University 1988 — 1991
BA, Political Science
CIBC October 2015 - Present
B2B Bank January 2011 - October 2015
Scotiabank August 2006 - January 2011
Scotiabank May 2002 - August 2006
Scotiabank January 2000 - May 2002
Scotiabank January 1997 - January 2000
Skills
Finance, Strategy, Data Conversion, Operational Streamlining, Retail Banking, Banking, Credit, Wealth Management, Financial Analysis, Risk Management, Product Management, Credit Risk, Strategic Financial..., Portfolio Management, Relationship Management, Business Analysis, Strategic Planning, Commercial Banking, Investments, Mutual Funds, Business Planning, Analysis, Business Development, Loans, Mortgage Lending, Financial Services, Leadership, Credit Analysis, Project Management, Financial Advisory, Insurance, Financial Risk, Management, Team Leadership, Marketing, Change Management, Securities
Education
Dalhousie University 2005 — 2009
MBA, Master of Business Administration
York University 1992 — 1996
Bachelor of Administrative Studies, Bachelor of Administrative Studies
B2B Bank October 2012 - April 2013
CIBC May 2012 - October 2012
CIBC December 2010 - May 2012
Rogers Communications February 2007 - January 2010
Rogers Communications May 2006 - February 2007
Skills
Recruiting, Taleo, Management, Time Management, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Onboarding, Screening Resumes, Talent Management, Vendor Management, Interviews
Education
George Brown College 2005 — 2006
Human Resources Management - Post Graduate Program
University of Toronto at Scarborough 1999 — 2003
Honors Bachelor of Arts
RBC Investor & Treasury Services November 2014 - Present
RBC Investor & Treasury Services April 2012 - January 2014
RBC Investor & Treasury Services October 2006 - April 2012
B2B Bank September 2005 - November 2006
The Canadian Depository for Securities Limited (CDS) October 2004 - August 2005
The Canadian Depository for Securities Limited (CDS) September 2003 - September 2004
The Canadian Depository for Securities Limited (CDS) September 2001 - September 2003
Skills
Training, Client Services, Training Facilitation, Project Management, Business Analysis, Document Creation, Relationship Management, Trading Systems, Management, Financial Services, Financial Risk, Banking, Analysis, Securities, Middle Office, Derivatives, CRM, Mutual Funds, Global Custody, Corporate Actions, Fixed Income, Capital Markets, Hedge Funds, Time Management, Equities, Bloomberg, Back Office, Settlement
Education
Ryerson University 2011 — 2011
Project Management
York University 1997 — 2002
BA, Mathematics and Commerce
World Financial Group, (WFG) August 2015 - Present
B2B Bank May 2014 - August 2015
Rogers Communications July 2013 - May 2014
Worldsource Financial Management November 2012 - July 2013
Transamerica Life Canada January 2008 - November 2012
Tangerine Gecko Art Gallery September 2007 - January 2009
CIBC January 2008 - December 2008
LE CHÂTEAU January 1998 - January 2008
D+H November 2004 - April 2007
Jacob Annexe January 2001 - January 2003
Skills
Insurance, Banking, Team Leadership, Investments, Customer Service, Training, Coaching, Call Center, Analysis, Risk Management, Financial Services, Mutual Funds, Marketing, Recruiting, Process Improvement, Strategic Planning, Business Analysis, Strategic Financial..., Microsoft Excel, Management, Business Strategy, Relationship Management, Teamwork, Sales
Education
Carleton University 2000 — 2004
Bachelor of Arts, Law
IFDS Canada April 2013 - Present
B2B Bank October 2012 - March 2013
Invesco Trimark October 2007 - October 2011
Invesco Canada (Invesco Trimark) November 2004 - October 2007
Invesco Canada (Invesco Trimark) September 1997 - October 2004
Skills
Financial service,..., Teamwork, Product Development, Call Center, Mutual Funds, Investments, Financial Services, Financial Analysis, Banking, Business Analysis, Building Relationships, Risk Management, Strategic Financial..., Relationship Management, Finance, Segregated Funds, Job Coaching, Communication, Training
Education
Ryerson University 1995 — 1995
BComm, Major Economics, Minor Finance
B2B Bank October 2012 - Present
Franklin Templeton Investments October 2006 - October 2011
Computer Age Management Services Pvt. Ltd. September 2004 - October 2006
Skills
Asset Managment, Fund Accounting, Mutual Funds, Investment Banking, Credit, Asset Management, Financial Analysis, Analysis, Accounting, Trading, Internal Audit
Education
University of Madras 1999 — 2002
Bachelor's degree, Commerce
Sundaravalli Memorial School
B2B Bank February 2012 - Present
ResMor Trust Company January 2009 - September 2010
Outsoon January 2006 - January 2008
Western Canada January 2001 - April 2005
CIBC - Toronto January 1998 - January 2001
CIBC - Toronto January 1996 - January 1998
CIBC Advertising and Direct Response January 1993 - January 1995
Skills
Residential Mortgages, Sales Management, Mortgage Lending, Customer Retention, Social Influence
Education
Ryerson University 2011 — 2013
In progress
Rotman School of Management
Certificate, Business Leadership
Ryerson University
Diploma, Merchandising and Marketing
B2B Bank December 2014 - Present
Traveling May 2013 - November 2014
CIBC July 2009 - May 2013
MAXIMUS BC March 2008 - May 2009
National Money Mart 2005 - 2008
Skills
E-Learning, Adult Education, Learning Management..., Soft Skills, Leadership, Program Management, Management, Instructional Design, Workshop Facilitation, SnagIt, Training Delivery, Technical Writing, Performance Management, Needs Analysis, Coaching, Blended Learning, Employee Training, Training
Education
George Brown College 2010 — 2011
Certificate, Human Resources
York University 2002 — 2006
Human Resources Management
B2B Bank October 2012 - Present
A Domestic Manufacture Company on Pre-IPO 2007 - 2009
ZheShang Securities Co. Ltd. May 2005 - October 2006
Securities Companies in China September 1996 - May 2002
Skills
Retirement Planning, Financial Planning, Investments, Securities, Trading, Financial Services, Leadership, Financial Analysis, Emerging Markets, Finance, Management, Analysis
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Graduate Certificate, Accouting and Information Technology
Cass Business School 2003 — 2004
Master's degree, Finance
B2B Bank September 2009 - January 2013
RBC Dexia Investor Services 2005 - 2008
RBC Dexia Investor Services 2000 - 2005
CIBC Mellon 1998 - 2000
Mackenzie Financial Corporation 1989 - 1998
Education
Ryerson University
University of Toronto at Scarborough
Bline Save consultants Inc. September 2015 - Present
Portfolio Strategies Securities Inc October 2011 - Present
B2B Bank March 2011 - October 2011
Beacon Wealth Management January 2010 - August 2011
DundeeWealth Inc. 2009 - January 2010
Assante Wealth Management July 2003 - November 2008
Equion Financial Group May 2000 - February 2002
CM Oliver Financial Corporation July 1998 - April 2000
Skills
Accounting, Regulatory Risk, Investments, Regulations, Wealth Management, Mutual Funds, Strategic Financial..., Securities, Business Development, Investment Strategies, Investment Advisory, Estate Planning, Financial Services, Portfolio Management, Strategy, Financial Advisory, Retirement, Equities, ETFs, Wealth, Retirement Planning, Asset Management, Investment Management, Finance, Financial Planners, Insurance, Alternative Investments, Wealth Management..., Banking, Asset Allocation, Private Equity, Hedge Funds, Relationship Management, High Net Worth..., Fixed Income, Bonds, Capital Markets, Corporate Finance, Financial Risk, Fixed Annuities, Investment Banking, Pensions, Risk Management, Financial Planning
Education
CSI Institute (PDO) 2007 — 2007
PDO (IIROC), Financial services Exam
Langara College (CGA Program) 1987 — 1989
Diploma Hons, Accounting(3rd level CGA)
The University of British Columbia 1980 — 1984
BA, Economics
B2B Bank 2009 - Present
GE Money 2006 - 2008
Citi Commerce Solutions 2004 - 2006
Citibank Merchant Services 2002 - 2004
Citibank Bankcards 1997 - 2002
Citibank Bankcards 1991 - 1997
Citibank Bankcards 1989 - 1991
Skills
Banking, Management, Credit, Credit Analysis, Financial Risk, Loans, Credit Risk, Credit Cards, Risk Management, Mortgage Lending, Portfolio Management, Strategy, Financial Analysis, Customer Service, Relationship Management, Customer Satisfaction, Financial Services, Underwriting, Retail Banking, Finance, Consumer Lending, Commercial Banking, Residential Mortgages, Commercial Lending, Commercial Mortgages, Refinance, AML, Fraud, Mortgage Underwriting, Wealth Management, Financial Modeling, Mutual Funds, Capital Markets, Corporate Finance, Operational Risk..., Cash Management, Investments, KYC, Payments, Mortgage Servicing, Operational Risk
Education
Far Eastern University
B2B Bank April 2003 - Present
National Bank of Canada 2001 - 2003
Skills
Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Refinance, Mortgage Lending, Debt Consolidation, Loans, Credit, Certified Mortgage..., Funding, Credit Analysis, Underwriting
Education
Ryerson University 2000 — 2007
BComm - Ted Rogers School of Management, Marketing Management
Scotia iTRADE November 2014 - Present
B2B Bank May 2014 - August 2014
Bell October 2013 - May 2014
Skills
Market Research, Mutual Funds, Trade Finance, Teamwork, New Business Development, Marketing Strategy, Sales, Microsoft Office, Microsoft Excel, Analysis, PowerPoint, Customer Service, Project Management, Business Strategy, Marketing Communications, Microsoft Word, Leadership, Customer Satisfaction, Stratégie marketing, Service client
Education
École des sciences de la gestion (ESG UQAM) 2013 — 2016
Bachelor of Business Administration (B.B.A.), B.B.A., Major in Finance
Independent Consultant 2013 - Present
CASACOM April 2013 - October 2013
CNIB September 2012 - April 2013
Sonepar Canada November 2010 - September 2012
Council for Automotive Human Resources February 2010 - November 2010
Active Healthy Kids Canada 2008 - 2010
ParticipACTION 2007 - 2008
Council for Automotive Human Resources 2006 - 2007
Nickel District Conservation Authority 2005 - 2006
B2B Bank 2003 - 2005
Skills
Media Relations, Marketing Communications, Public Relations, Corporate Communications, Event Management, Social Media Marketing, Start-up Communications..., Marketing, Strategic Planning, Newsletters, Program Management, Project Planning, Team Management, Advertising, Internal Communications, Social Networking, Digital Marketing, Blogging, Leadership, B2B, Online Communications, Public Speaking, Sustainability, Analytics, Strategic Partnerships, Website Promotion, Web Analytics, Energy Efficiency, Communications Planning, Proposal Writing, Website Management, Email Marketing, Community Relations, Product Launches, Competitive Intelligence, Direct Mail, Volunteer Leadership, Promotional Writing, Environmental Management, Source Water Protection, Strategic Communications, Strategy, Social Media, Web Content
Education
Ryerson University 2010 — 2010
The Art of Promotional Writing
University of Toronto 2004 — 2005
Managing Marketing as Competitive Intelligence
Cambrian College 1997 — 2000
Public Relations
B2B Bank January 2015 - Present
Global RESP Corporation 2015 - Present
BNP Paribas April 2010 - May 2014
Standard Chartered Bank December 2008 - April 2010
Shallal Trading Co. May 2007 - April 2008
Adriatec November 2006 - March 2008
Skills
Finance, Banking, Credit, Credit Risk, Analysis, Portfolio Management, Financial Analysis, Credit Analysis, Management, Derivatives, Risk Management, Internal Controls, Retail Banking, Accounting, Due Diligence, Financial Risk, Commercial Banking, Cash Management, Corporate Finance, Sales Operations
Education
C & E American University Institute 2004 — 2007
Bachelor’s Degree, Banking and Finance
Fidelity Investments July 2013 - Present
B2B Bank May 2012 - July 2013
Apotex Inc. September 2010 - May 2012
Mylan Pharmaceuticals March 2009 - September 2010
Skills
Business Intelligence, Business Analysis, Databases, Team Leadership, SAP, Microsoft Excel, Strategy, Access, Financial Analysis, Analytics, Data Analysis, VBA, Analysis, SQL, Process Improvement, Data Modeling, Sales, Excel, Financial Reporting, Sales Operations, Automation, Sales Support, OBIEE, Business Objects, Managerial Finance, Financial Modeling, Financial Services, Banking, Mutual Funds
Education
Heriot-Watt University 2011 — 2015
Master of Business Administration (MBA), Business/Commerce, General
Auckland University of Technology 1999 — 2003
Business
Guru Studio October 2014 - Present
Lee Ann Dufour Design May 2010 - Present
Guru Studio February 2014 - October 2014
Guru Studio January 2013 - February 2014
B2B Bank August 2010 - January 2013
Big Studios May 2009 - August 2009
Service Canada June 2008 - August 2008
Skills
Character Designs, Illustration, Fashion Illustration, Photoshop, Digital Painting, Storyboarding, Team Management, M, After Effects, Premiere, Deposits, GIC, InDesign, Superior Client Service, Bilingual
Education
Ryerson University 2012 — 2015
Certificate of Design Management
Sheridan College 2005 — 2010
BAA, Animation
CI Investments Inc. – Canada’s Investment Company August 2015 - Present
B2B Bank April 2015 - July 2015
B2B Bank September 2014 - April 2015
Rosenzweig & Company Inc. June 2013 - May 2014
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Corporate Finance, Banking, Valuation, Strategic Financial..., Capital Markets, Fixed Income, Risk Management, Bloomberg, Derivatives, Investment Banking, Access, Statistical Modeling, Microsoft Excel, Accounting
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce (B.Com.), Finance, General, Major GPA: 3.8
Nanyang Technological University
Student Exchange
B2B Bank October 2010 - September 2014
B2B Bank July 2005 - September 2010
Laurentian Bank June 2004 - June 2005
CIBC Wealth Management December 2000 - January 2004
CIBC Asset Management May 1999 - December 2000
Skills
Financial Services, Investments, Mutual Funds, Wealth Management, Retirement Planning, Banking, Financial Advisory, Securities, Finance, Management, Portfolio Management, Insurance, Leadership, Relationship Management, Mortgage Lending, Risk Management, Asset Management, Credit, Investment Advisory, Investment Strategies, Team Management, Loans, Sales, Equities, Strategic Financial..., Strategy, Marketing, Business Development, Product Development, Customer Satisfaction, Customer Service, Training, Project Planning, B2B, Human Resources, Marketing Strategy, Financial Planning
Education
Canadian Securities Institute
CSC, CPH, PFP, DFC - LLQP 1 & 2
George Brown College
Marketing Diploma, Automotive Marketing
Northwood University
Bachelor's Degree, Bachelor of Business Administration
B2B Bank June 2014 - Present
IDoAccounting September 2013 - August 2014
TD January 2008 - March 2014
HDFC Bank 2001 - 2007
Skills
Accounting, Branch Banking, Full-Charge Bookkeeping, Retail Banking, Investment Banking, Commercial Banking, Mortgage Banking, Back Office, Processing, Contracts Administrators, ISM, Documentations, Payroll, AML, Mortgage Servicing, Customer Service, Legal Documents, QuickBooks, Accounts Receivable, Accounts Payable, Invoicing, Customer Service..., Financial Statements, Income Statement, Income Tax, Canadian GAAP, Financial Analysis, Financial Reporting, HST, WSIB, Social Networking, Account Reconciliation, Bank Reconciliation, Financial Accounting, Job Costing, Microsoft Excel, Banking, Credit
Education
California Board of Accountancy 2010 — 2011
Certified Public Accountant, Accounting and Taxation
CFA Institute 2007 — 2007
Passed CFA Level 1, Investments and Securities
Canadian Securities Institute (Fomerly The Institute of Canadian Bankers) 2007 — 2007
Certificate Of Achievement - Financial Counselling, Investments and Securities
Delhi University 2005 — 2007
Masters of Commerce, Accounting and Finance
CFA Institute
Institute of Company Secretaries of India 1998 — 2001
Company Secretary, Banking, Corporate, Finance, and Securities Law, Secured All India 10th rank in foundation exam.0
Panjab University 1998 — 2001
Bachelors of Commerce, Accounting and Finance, Secured 6th rank in Panjab University.0
EY September 2013 - Present
Ernst & Young March 2013 - September 2013
Ernst & Young September 2012 - March 2013
B2B Bank July 2011 - August 2012
B2B Trust February 2010 - July 2011
University Health Network June 2006 - August 2007
Skills
Training, Human Resources, Change Management, Microsoft Excel, Recruiting, Onboarding, Management, Leadership, Software Documentation, Performance Management, Employee Relations, Administration, Payroll, Outlook, Analysis
Education
Trent University 2007 — 2009
Bachelor of Arts, Classics
CIBC April 2012 - Present
CIBC October 2010 - April 2012
B2B Bank June 2009 - October 2010
CIBC, Toronto 2003 - 2008
CIBC, Ajax 2000 - 2002
CIBC, Niagara 1998 - 2000
Skills
Retail Banking, Relationship Management, Product Management, Banking, Financial Services, Strategy
Education
Brock University
Honours Bachelor, Business Administration
Business Improvements Architects
Canadian Securities Institute
Centennial College of Applied Arts & Technology
Kaizen Training Institute
MICA Consulting Partners
Omega Training Group
Schulich School of Business, York University
B2B Bank December 2014 - May 2015
CNW Group September 2014 - December 2014
Morningstar January 2013 - July 2013
TD 2009 - 2011
CIBC 2007 - 2008
Filogix 2003 - 2006
Skills
System Integration..., SDLC, User Acceptance Testing, Testing, Quality Assurance, Business Requirements, Quality Center, Requirements Analysis, Agile Methodologies, Business Analysis, Test Planning, Nonprofits, Software Quality..., Requirements Gathering, Visio, Automated Software..., SIT, HP Quality Center
Education
Toronto College of Technology
Software Testing with HP Quick Test Pro (HP QTP) - Automated testing using Visual Basic script (VBSc
University of Waterloo
Bachelor’s Degree, Mechanical Engineering
Université de Montréal
Minor in East-Asian Studies focused on the Japanese language
Gilles Sinclair June 2015 - Present
B2B October 2010 - Present
B2B Bank November 2010 - August 2014
Laurentian Bank May 1992 - September 2001
Laurentian Bank 1992 - 2001
Skills
Banking, Mutual Funds, Loans, Business Development, Investment Banking, Wealth Management, Finance, Investments, Insurance, Strategic Financial..., Relationship Management, Retirement
Education
Université du Québec à Montréal
Gatestone & Co. September 2015 - Present
B2B Bank August 2013 - November 2013
Deloitte India (Offices of the US) January 2007 - April 2013
Axis Bank June 2004 - January 2007
Seven Hills Computer Technologies July 1999 - June 2004
Skills
Microsoft Word, Microsoft Excel, Outlook, Lync, PowerPoint, Medical Transcription, Customer Service, Teamwork, Accounting, Finance, Invoicing, Time Management, Banking
Education
Osmania University 1996 — 1999
Bachelor’s Degree, Accounting and Business/Management
Govt. Junior College, Kacheguda (Board of Intermediate) 1994 — 1996
Intermediate, Commerce
B2B Bank October 2013 - Present
B2B Bank March 2012 - October 2013
MRS Inc. September 2006 - March 2012
Mackenzie Investments July 2005 - September 2006
MRS Inc. September 2004 - July 2005
Mackenzie Investments and MRS Inc November 2002 - September 2004
Skills
Mutual Funds, Wealth Management
Education
Memorial University of Newfoundland 1998 — 2000
MBA
Memorial University of Newfoundland 1994 — 1998
BSc
Memorial University of Newfoundland 1994 — 1998
BA
B2B Bank November 2011 - Present
M.R.S. Inc. February 2009 - November 2011
M.R.S. Inc. April 2008 - February 2009
Meridian Credit Union April 2005 - May 2006
HEPCOE Credit Union September 1997 - April 2005
Altamira Investment Services May 1993 - February 1997
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Internal Communications, Event Planning, Corporate Communications, Advertising, Event Management, Fundraising, Writing, Product Marketing, Marketing, Financial Services, Change Management, Banking, Performance Management, Coaching, Mortgage Underwriting, Mutual Funds, Dealers, Financial Planners, Branch Management, Team Management, Corporate Branding, Building Brand Awareness, Creative Direction, Strategic Communications, Leadership, Digital Marketing, Relationship Management, Market Research, Integrated Marketing, Email Marketing, Direct Marketing, Management, Strategy, Financial Planning, Investments
Education
York University
Bachelor, Political Science
Canadian Securities Institute (CSI)
Canadian Securities Course
York University - Schulich School of Business
Marketing Management; Project Management
Centennial College
New Media In E-Commerce
Centennial College
Teacher/Trainer of Adults
B2B Bank October 2014 - Present
BMO Financial Group April 2015 - May 2015
SMT Direct Marketing Inc May 2014 - October 2014
Mac's Convenience Stores Inc. September 2013 - April 2014
The City Bank Ltd September 2012 - December 2012
Skills
Human Resources, Call Centers, Branch Banking, Money Transfers, Employee Relations, Customer Experience, Microsoft Excel, RRSP, GIC, Customer Service..., Sales&Marketing, Back Office, Sales, Customer Service, Microsoft Office, Management Accounting, English, Job Evaluation, Office Administration, Presentations, Corporate Finance
Education
University of Windsor 2013 — 2014
Master's Degree, International Accounting and Finance
East West University 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
B2B Bank July 2012 - Present
AGF Trust Company November 2007 - June 2012
Mortgage Intelligence November 2001 - October 2005
TD October 1998 - October 2001
Texas Instruments July 1997 - September 1998
Skills
Mortgage Lending, Underwriting, Credit Risk, Adjudication, Mortgage Underwriting
Education
The Ohio State University 1991 — 1995
B.S. Business Administration, Finance
La Martiniere 1978 — 1991
ISC
BMO Financial Group July 2010 - March 2014
B2B Bank March 2009 - July 2010
B2B Trust April 2007 - March 2009
Standard Life Assurance Co. of Canada November 2004 - March 2007
Skills
Competitive Analysis, Management, Product Management, Strategy, Investments, Product Development, Training, Project Management, Leadership, Marketing, Analysis, Market Research, Portfolio Management, Marketing Strategy, Financial Services, Risk Management
Education
McGill University 1998 — 2002
Bachelor of Commerce (B.Com.), Major: Marketing; Concentration: International Business
McGill University
Bachelor of Commerce (B.Com.), Major in Marketing, Concentration in International Business
SystemMetrics Corporation April 2014 - August 2015
B2B Bank February 2013 - March 2014
RBC August 2008 - October 2012
IBM Global Business Services June 2008 - October 2012
CompuCom June 2011 - August 2011
Acxiom April 2010 - September 2010
Agilysys May 2008 - August 2008
Red Paladin March 2005 - April 2008
Ford Motor Company September 2001 - December 2004
Skills
VMware Infrastructure, VMware Certified..., Datacenter..., Virtualization, VMware ESX, P2V, Platespin, VMware, Windows Server, vSphere, Disaster Recovery, Troubleshooting, Windows, Citrix Metaframe, Data Center, Servers, Networking, VDI, Microsoft Technologies, Citrix, DHCP, NetApp, Red Hat Linux, ITIL, SAN, Storage, Cluster, NAS, DNS, Microsoft Exchange, Server Architecture, High Availability, Firewalls, SCCM, VPN, Active Directory
Education
University of Windsor 2000 — 2004
Bachelors in Science
Union County College 1999 — 2000
Bsc.
TMG The Mortgage Group Ontario Inc May 2014 - Present
B2B Bank June 2013 - February 2014
AGF Trust Company January 2012 - June 2013
AGF Management Limited 2007 - January 2012
AGF 2006 - January 2012
AGF Trust Company April 2004 - February 2007
Skills
Mutual Funds, Financial Services, Corporate Communications, Marketing Strategy, Marketing Communications, Portfolio Management, Investments, Risk Management, Loans, Management, Marketing, Mortgage Lending, Relationship Management, Strategy, Banking
Education
Sheridan College 1998 — 2001
B2B Bank November 2011 - Present
B2B Trust September 2004 - October 2011
Banque Laurentienne 2001 - 2007
Skills
Integration, Banking, Business Analysis, Financial Services, Requirements Analysis, Mortgage Lending, Change Management, Business Process..., Risk Management, Retail Banking, Credit, SDLC, Portfolio Management, Business Intelligence, Project Management, Relationship Management, Process Improvement, Management, IT Strategy
Education
Université de Sherbrooke 1993 — 1996
Bachelor's degree, Political Science and History
B2B Bank 2014 - 2014
Skills
Requirements Gathering, Requirements Analysis
Education
Diamond Institute of Technology 1998 — 1999
Northern Alberta Institute of Technology 1986 — 1988
LCBO April 2015 - Present
Brigient Technology Services Inc. March 2014 - Present
B2B Bank July 2014 - April 2015
Express Scripts Canada May 2012 - April 2014
Express Scripts Canada July 2006 - April 2012
Express Scripts Canada August 2004 - July 2006
Fidelity Investments July 2000 - August 2004
Skills
Visio, ITIL, PMP, Requirements Analysis, Unix, SDLC, Disaster Recovery, Integration, Project Management, SQL, IT Management, Software Project..., Microsoft SQL Server, IT Strategy, Management, Change Management
Education
University of Toronto at Mississauga - Erindale College 1991 — 1997
Honours BA, Economics/Pol. Sci. Specialist
Seneca College of Applied Arts and Technology 1997 — 1998
International Business Management - Post Diploma
Institute for Computer Studies 1999 — 1999
Microsoft, Networking, and Database Managment
B2B Bank August 2012 - Present
AGF Management Limited February 2009 - July 2012
AGF Trust March 2008 - February 2009
AGF Trust January 2006 - March 2008
Skills
Analysis, Business Process, Risk Management, Banking, Business Analysis, Business Process..., Requirements Analysis, Management, Training, Quality Assurance, Outsourcing, Testing, Finance, Financial Services, CRM
Education
York University - Schulich School of Business 2008 — 2008
Masters Certificate in Business Analysis
McGill University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
B2B Bank July 2012 - Present
B2B Trust 1998 - July 2012
B2B Trust December 1996 - 2009
The Permanent 1981 - 1986
Skills
Credit, Mortgage Lending, Loans, Credit Analysis, Portfolio Management, Banking, Credit Risk, Financial Services, Wealth Management, Investments, Retail Banking, Risk Management, Commercial Mortgages, Residential Mortgages, Business Analysis, Mortgage Underwriting, Commercial Lending, Consumer Lending, Commercial Banking, Financial Risk, Relationship Management, Debt Consolidation, Underwriting, Securities, Finance, Strategic Financial..., Mutual Funds, Asset Management, Funding, Capital Markets, Financial Analysis, Fixed Income, Credit Cards, Lines Of Credit, Equities, Investment Banking, Financial Planning
Education
St. Norbert College 1967 — 1973
St. Norbert College 1967 — 1971
Workplace Safety and Insurance Board (WSIB) March 2014 - August 2015
B2B Bank August 2012 - October 2013
AGF Trust July 2007 - August 2012
Acuity Funds March 2006 - June 2007
Holcim Canada 2005 - 2006
The Guarantee Company of North America 2002 - 2004
AIM/Trimark Investments 2000 - 2001
International Financial Data Services 1996 - 2000
Skills
Document Management, Business Analysis, Project Management, Software Documentation, Office Management, Governance, Lotus Notes, Access, Outlook, Project Coordination, Document Imaging, Mailroom Operations, Team Leadership, Cross-functional Team..., Time Management, Analysis, Customer Service, Vendor Management, Management, Banking, Process Improvement, Change Management, Financial Services, Business Process...
Education
Humber College 1989 — 1991
CERTIFICATE
Invesco Canada May 2014 - Present
B2B Bank September 2012 - Present
Dynamic Mutual Funds May 2008 - July 2012
DYNAMIC MUTUAL FUNDS May 2005 - May 2008
Dynamic Mutal Funds December 2003 - May 2005
Idear English, Sunrise Academy, YMCA, Jumpstart September 1999 - September 2003
M.R.S. Trust September 1997 - August 1999
Skills
Mentoring, Microsoft Office, Excel, Needs Analysis, Adult Education, Training Delivery, Microsoft Excel, Teaching, Coaching, E-Learning, Management, Onboarding, Business Strategy, Customer Service, Team Leadership, Change Management, Performance Management, Relationship Management, Risk Management, Financial Services, Mutual Funds
Education
George Brown College 2010 — 2012
Instructing Adults Certificate, Teaching and Training
B2B Bank August 2013 - Present
AGF Trust August 2008 - August 2013
GE Money February 2006 - August 2008
Desjardins January 2005 - March 2006
Household Finance/HSBC Finance February 2001 - January 2005
Skills
Relationship Management, Mortgage Lending, Underwriting, Loans, Credit, Financial Risk, Credit Analysis, Leadership, Banking, Credit Risk, Sales, Residential Mortgages, Refinance, Mortgage Underwriting, Debt Consolidation, Mortgage Banking, Real Estate Financing, Finance, Loan Origination, Real Estate, Risk Management, Management, Mortgage Marketing, Consumer Lending, Mortgage Servicing, Commercial Mortgages, Financial Analysis, Financial Advisory, Coaching, Certified Mortgage..., Funding, Reverse Mortgages, Lines Of Credit
Education
Sheridan College 1998 — 2001
Business, Finance
B2B Bank June 2015 - Present
B2B Bank September 2014 - May 2015
B2B Bank October 2011 - August 2014
Rose Financial Services Consulting April 2010 - October 2011
International Financial Data Services August 1997 - April 2010
Education
University at Buffalo 1985 — 1989
BA, Economics, French
Manulife Bank of Canada November 2014 - Present
B2B Bank June 2008 - July 2014
AGF Trust March 2007 - June 2008
AGF Trust November 2004 - March 2007
Freelance Interpreter/Translator September 1997 - November 2004
Skills
English, French, Banking, Underwriting, Mortgage Lending, Mortgage Underwriting, Financial Analysis, Risk Management, Credit, Loans, Investments, Residential Mortgages, Credit Risk, Portfolio Management, Credit Analysis, Financial Services, Finance
Education
Dagestan State University 1993 — 1998
Bachelor of Humanities in Philology, English, French, Philology
Seneca College of Applied Arts and Technology
B2B Bank May 2012 - Present
M.R.S. Trust Company April 2003 - April 2012
M.R.S. Inc. July 1999 - April 2003
Van Dongen's Landscaping and Garden Centre April 1998 - September 1999
Skills
Product Management, Marketing Communications, Compliance, Writing, Copy Editing, Editing, Web Editing, Loan Documentation, Analysis, Advertising, Market Research, Investments, Loans, Mutual Funds, Product Marketing, Financial Services, Marketing, Internal Communications, Management, Web Content
Education
Ryerson University 2004 — 2008
Magazine Publishing Certificate, Writing, editing & marketing for magazines
Ryerson University 1994 — 1998
Landscape Architecture Diploma
B2B Bank October 2010 - December 2012
The Pawdy Wagon January 2010 - December 2012
York Region District School Board September 2003 - September 2012
OSPCA January 2009 - January 2010
Allstate Insurance Company of Canada September 2004 - September 2008
Allstate Insurance Company of Canada May 1998 - September 2008
PNG/Supremex Envelopes November 1995 - May 1997
Allstate Insurance Company of Canada December 1988 - November 1995
Burns Fry Limited April 1980 - December 1982
Skills
Leadership, Marketing, Business Analysis, Performance Management, Recruiting, Team Building, Purchasing Negotiation, Supplier Sourcing, Customer-focused Service, Customer-facing, Management Contracts, Management, Staff Mgmt, Cross-functional..., Vendor Management, Leadership Development, New Business Development, Staff Management, Risk Management
Education
Ryerson University 1982 — 1985
Purchasing Certificate, Procurement
B2B Bank April 2015 - Present
B2B Bank May 2014 - March 2015
International Financial Data Services, Canada January 2007 - March 2014
International Financial Data Services, Canada January 2006 - January 2007
International Financial Data Services, Canada January 2000 - January 2006
International Financial Data Services, Canada January 1998 - January 2000
CIBC Securities Inc. January 1992 - December 1997
Skills
Business Process..., Change Management, Team Building, Software Documentation, Analysis, Program Management, Leadership, Vendor Management, SDLC, Business Analysis, Project Delivery, Business Development, Visio, CRM, Requirements Gathering, Cross-functional Team..., Management, IT Management, Project Management, Requirements Analysis, Testing
Education
Project Management Professional (PMP) 2012 — 2012
Boston University 2008 — 2008
Certificate in Project Management
University of Toronto 2006 — 2007
Certificate in Information Management
Canadian Securities Institute 1995 — 1995
Mutual Fund License and Canadian Securities Course
Ryerson University 1993 — 1995
Certificate in Accounting and Finance
Scotiabank June 2014 - December 2014
TD March 2014 - June 2014
RBC July 2013 - March 2014
B2B Bank February 2012 - July 2013
Rogers Communications August 2010 - December 2011
President's Choice Financial June 2009 - July 2010
Loblaw Companies November 2008 - May 2009
Bank of Montreal January 2008 - September 2008
TD July 2007 - January 2008
TD Canada Trust March 2005 - February 2007
Skills
MS Project, Microsoft Office, SharePoint, Clarity, SDLC, Project Management, Visio, MS Excel Pivot Tables, PMLC
Education
Ryerson University
BA, Administration & Information Management
Ryerson University
Certificate, Project Management
B2B Bank November 2011 - Present
JAD 2000 - April 2012
Mackenzie Financial July 1996 - November 2011
Midland Walwyn May 1994 - July 1996
Finsco Financial September 1992 - April 1994
Gamma North Peel Laboratory 1987 - 1992
Skills
Mutual Funds, Securities, Wealth Management, Business Analysis, SQL, Java, Oracle SQL, SDLC, Asset Management, Fixed Income, Back Office, Financial Services, Investments, Requirements Gathering, Equities, Portfolio Management, DB2, Visio, User Acceptance Testing, Trading Systems, Business Requirements, Vendor Management, Requirements Analysis, Risk Management
Education
George Brown College 1984 — 1986
Diploma, Business, Data Processing
ROBE Nohata Inc. January 2014 - Present
Robe Nohata Inc. working for Suncor Energy September 2012 - Present
B2B Bank September 2009 - August 2012
YMCA Canada June 2008 - August 2008
Bangladesh Chemical Industries Corporation (Chittagong Urea Fertilizer Factory) January 1989 - December 1999
Asian Institute of Technology 1994 - 1996
Skills
Project Management, Software Documentation, Analysis, Research, MS Project, Microsoft Excel, Project Planning, Quality Assurance, Management, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint, Team Leadership, Economics, Document Management, Financial Analysis, Business Analysis, Human Resources, Microsoft Project, Rolling Plan using MS..., Project Control and..., Project Scheduling..., Project Resources..., Public Speaker in..., Technology Transfer and..., Safety Culture..., Healthy Lifestyler
Education
STOnavigator Inc. CPM Solutions 2014 — 2014
Primavera P6 for STO Planning and Schedule, Project Control and Schedule Management
Southern Alberta Institute of Technology 2014 — 2014
Workface Schedule, Project Control and Management
Ryerson University 2010 — 2011
Post Gradute, Financial Investment Analysis With Business Law and Taxation
Asian Institute of Technology 1994 — 1996
Master of Business Administration (M.B.A.), Management of Technology in Technology Policy - Strategy
Asian Institute of Technology
Master of Business Administration (MBA), Technology Policy and Strategy
B2B Bank September 2013 - Present
AGF Trust December 2010 - September 2013
Skills
Mutual Funds, Financial Services, Relationship Management, Business Analysis, Analysis, Mortgage Lending, Call Centers, Loans, AML, Requirements Gathering, CRM, Leadership, Team Management, Business Strategy, Business Requirements, Valuation, Business Intelligence, Visio, Insurance, Investments, Management, Banking, Risk Management, Wealth Management, Business Process..., Team Leadership, Performance Management, Process Improvement, Coaching, Financial Analysis, Credit
Education
Carleton University
Economics/Law
Delhi University
Bachelor of English (hons)
B2B Bank July 2014 - Present
McMaster University July 2013 - July 2014
Bank of Montreal - Institute For Learning April 2013 - May 2013
ING DIRECT May 2005 - February 2013
ING DIRECT Canada November 2004 - May 2006
Skills
Conflict Resolution, Time Management, Banking, Leadership Development, Change Management, Call Center, Employee Engagement, Leadership, Retail Banking, Team Leadership, Performance Management, Team Building, Training, Process Improvement, Management Development, Blended Learning, Coaching, Workshop Facilitation, Motivation, Human Resources, Call Centers, Sales, Management, Customer Service, Mortgage Lending, Instructional Design, Vendor Management, Sales Operations, Customer Experience, Employee Relations, Talent Management, Employee Training, Strategic Planning, Recruiting, Customer Retention, Needs Analysis, Loans, Teamwork, Organizational..., Training Delivery, ADDIE, E-Learning, Strategy, New Hire Orientations, Onboarding, Customer Satisfaction, HR Consulting, Interviews, Organizational..., Adult Education
Education
Ryerson University 2006 — 2010
Human Resources Management
Texas Wesleyan University 1999 — 2003
Bachelor of Business Administration (B.B.A.)
Fox Contractors Ltd. August 2014 - Present
Real Estate, ICI September 2013 - July 2014
B2B Bank April 2013 - September 2013
Jones Lang LaSalle October 2006 - April 2012
CBRE January 2003 - July 2006
TD Bank Group January 2000 - December 2003
Canada Trust January 1986 - December 2000
Canada Permenant 1983 - 1986
Skills
Leases, Integration, Corporate Real Estate, Real Estate Development, Feasibility Studies, LEED, LEED AP, Construction Management, MS Project, Construction, Contract Management, Client Requirements, Manage Client..., Contract Negotiation, Sustainable Design, Team Leadership, Procurement, Project Planning, Project Estimation, Contractors, Green Building, Space planning, Value Engineering, Project Coordination, Project Bidding, Project Management, Process Scheduler, Pre-construction, Renovation, Change Orders, Submittals, Cost Control, Cost Management, Subcontracting, Design Management, HVAC, CPM Scheduling, Project Control, Primavera P6, Construction Drawings, Constructability, Design-Build, Mixed-use
Education
Fanshawe College 1979 — 1983
Certifiacte of Architectural Technology
Fanshawe College 1979 — 1983
Architicetural Technology Diploma
Sporting Life November 2014 - August 2015
George Brown College February 2014 - August 2014
George Brown College January 2014 - August 2014
B2B Bank August 2012 - October 2013
AGF Trust Company June 2011 - August 2012
Pareto Staffing Group, Inc. February 2011 - April 2011
Skills
Customer Service, Microsoft Office, Time Management, Team Leadership, Team Building, Microsoft Word, Leadership, Analysis, Financial Analysis, Retail, Microsoft Excel, Photoshop, PowerPoint, Teamwork, Marketing, Training, Social Media Marketing, Marketing Strategy, Social Media, Sales, Risk Management, Social Networking, Coaching, Team Management, Advertising, Negotiation, Product Development, Merchandising, Event Planning, French, Interviews, Fashion, Adobe Creative Suite, WordPress, Visual Merchandising, Market Research, Budgets, InDesign, Outlook, Recruiting, Administration, Illustrator, Employee Training, Management, Blogging, Banking, Sales Management, Proofreading, Trend Analysis, Styling
Education
George Brown College
Practical Nursing
George Brown College 2014 — 2014
Pre-Health Science
Humber College 2008 — 2010
Fashion Arts
St. Edmund Campion Catholic Secondary School 2004 — 2008
B2B Bank September 2005 - Present
B2B Bank 2005 - 2014
B2B Bank 2005 - 2014
B2B Bank September 2005 - 2012
Skills
Employee Benefits, Investments, Financial Analysis, Financial Advisory, Mutual Funds, Mortgage Lending, Wealth Management, Business Analysis, Banking, Financial Services, Strategic Financial..., Teamwork, Budgets, Change Management, Customer Service, Insurance, Management, Sales, Loans, Retail Banking, Leadership, Securities, Credit, Finance, Retirement Planning, Fixed Income, Relationship Management, Portfolio Management, Credit Analysis, Risk Management
Education
Central High School of Commerce
Sheridan College
Business
Race Auto Group February 2015 - Present
Race Auto Group February 2015 - Present
B2B Bank April 2011 - November 2014
Xceed Mortgage Corporation November 2008 - September 2010
HSBC 2005 - 2006
Skills
Debt Consolidation, Credit Analysis, Investments, Commercial Mortgages, Loans, Banking, Consumer Lending, Refinance, Real Estate, Management, Residential Mortgages, Credit, Mortgage Lending, First Time Home Buyers, Mortgage Underwriting, Business Development, Certified Mortgage..., Finance, Financial Services, Investment Properties
Education
St. Francis Xavier University 1990 — 2005
Bachelor of Arts (B.A.), Psychology
B2B Bank May 2008 - Present
B2B Bank May 2008 - February 2012
HSBC Finance January 2007 - November 2008
Skills
Residential Mortgages, Debt Consolidation, Mortgage Lending, Underwriting, Banking, Credit, Management, Sales, Relationship Management, Business Development, Marketing, Loans, Refinance, Negotiation, Investments, Leadership, Credit Analysis
Education
Concordia University
BCOMM, Marketing
RBC Investor & Treasury Services April 2014 - Present
B2B BANK April 2011 - March 2014
Archway Marketing Services October 2006 - April 2011
Mackenzie Investments November 2005 - October 2006
Bank of the Philippine Islands 1994 - 1997
Skills
Microsoft Office, Customer Service, Microsoft Excel, Outlook, Marketing, Finance
Education
College of the Holy Spirit
Bachelor of Sciene, Major in Mathematics with Computer Studies
La Consolation College, Mendiola, Manila, Philippines
B2B Bank August 2010 - Present
HSBC August 2009 - August 2010
TD Bank Group September 2008 - June 2009
TD August 2005 - September 2007
Skills
User Acceptance Testing, Business Requirements, Financial Services, Banking, Business Analysis, Retail Banking, Vendor Management, SDLC, Risk Management, Relationship Management, Requirements Analysis, Call Centers, PMO, Process Improvement, Change Management, Credit, Credit Analysis, Portfolio Management
Education
York University
Bachelor of Human Resources Management (BHRM)
Seneca College of Applied Arts and Technology
Business Management
Seneca College of Applied Arts and Technology
Business Administration
TD July 2014 - June 2015
TD December 2013 - February 2014
Panasonic Canada May 2013 - October 2013
B2B Bank May 2011 - April 2013
SNC-Lavalin June 2008 - August 2010
UPS Supply Chain Solutions June 2006 - September 2007
Smiths Detection March 1997 - June 2005
Velcro Canada Inc. August 1995 - December 1996
Skills
Active Directory, Hardware, Software Installation, Network Administration, Troubleshooting, Technical Support, Help Desk Support, Windows XP, VPN, Citrix, Laptops
Education
Sheridan College 1992 — 1995
Diploma in Computer Science Technology, Information Technology
Jabalpur University, India
Master of Science (M.Sc.), Physics, First Division, First position in University Merit List
Manulife Financial December 2014 - Present
RBC November 2012 - November 2013
B2B Bank October 2011 - March 2012
Red Rose Convention Centre April 2004 - December 2011
BMO Capital Markets March 2011 - June 2011
BMO Financial Group January 2009 - April 2010
iQor August 2007 - December 2007
Skills
Financial Analysis, Investments, Equities, Banking, Analysis, Corporate Finance, Credit, Data Analysis, Portfolio Management, Financial Risk, Strategic Financial..., Mutual Funds, Microsoft Excel, Team Leadership, VBA, Accounting, Derivatives, Access, Bloomberg
Education
Laurentian University/Université Laurentienne 2003 — 2007
Honours B.A., Economics
B2B Bank August 2012 - December 2014
AGF Trust July 2010 - July 2012
AGF Trust 2007 - 2010
Skills
Typing at 45 WPM, Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Writing, Customer Service, Lotus Notes, Accounting, Management, Leadership
Education
triOS College Business Technology Healthcare 2015 — 2016
Diploma, Accounting and Payroll Administration
TriOS college 2006 — 2007
Paralegal Diploma, Paralegal, Law Clerk, Legal Assistant, Honors
B2B Bank March 1995 - Present
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Advertising, Strategy, Marketing, Digital Marketing, Corporate Communications, Internal Communications, Copywriting, Integrated Marketing, Lead Generation, B2B Marketing, Market Research, Digital Strategy, Email Marketing, Market Planning, Direct Mail, Online Marketing, Product Marketing, Online Advertising, Social Media Marketing, Web Analytics, SEO, Analytics, Strategic Partnerships, SEM
Education
University of Guelph 1991 — 1995
Bachelor of Arts, English
B2B Bank May 2013 - Present
B2B Bank October 2012 - May 2013
Downsview Drywall Contracting January 2012 - April 2012
Thomas Cook North America June 2011 - August 2011
Skills
Customer Service, Recruitment, Training Skills, Time Management, Detail Oriented, Communication Skills, Problem Solving, Microsoft Word, Microsoft Excel, Microsoft Project, Organizational..., PowerPoint, Employee Relations, Recruiting, Project Planning, Team Leadership, Training, Communication, Human Resources, Leadership, Management, Performance Management
Education
Sheridan College 2011 — 2012
Post Graduate Program - Project Management, Project Management
University of Windsor 2007 — 2011
Honours Bachelor of Commerce, Concentration in Human Resources, Minor in Information Technology
The New School August 2015 - Present
The New School February 2015 - September 2015
Hansell LLP July 2015 - August 2015
Alice + Whittles June 2015 - August 2015
Hansell LLP February 2014 - July 2014
Hansell LLP October 2013 - January 2014
B2B Bank August 2012 - August 2013
AGF Management Limited May 2012 - July 2012
AGF Management Limited February 2012 - May 2012
University of Western Ontario September 2010 - April 2012
Skills
Research, Policy Analysis, Data Entry, Risk Analysis, Microsoft Office, Microsoft Excel, Social Media, Critical Thinking, Public Speaking, Time Management, Analysis, Data Analysis, PowerPoint, Marketing, Marketing Communications
Education
Parsons School of Design 2014 — 2016
Master of Arts (MA), Fashion Studies
University of Toronto 2015 — 2015
Coursework, French for Absolute Beginners
Ryerson University 2013 — 2014
Postgraduate Certificate, Retail Management
The University of Western Ontario 2007 — 2012
BA Hons., History and Political Science
Branksome Hall 1994 — 2007
Ontario Secondary School Diploma
B2B Bank May 2015 - Present
Education
University of Guelph 2006 — 2010
Bachelor of Business Administration (BBA)
Unionville High School 2003 — 2006
Coledale Public School 2002 — 2003
Mary Shadd Public School 1993 — 2001
Wilderness Committee May 2015 - Present
B2B Bank August 2014 - Present
Environmental Defence November 2014 - May 2015
Friends of the Greenbelt Foundation August 2014 - October 2014
TD Bank Group February 2013 - August 2014
B2B Bank May 2012 - February 2013
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) May 2010 - May 2012
Financial Transaction and Reports Analysis Centre of Canada (FINTRAC) August 2009 - May 2010
Pet Valu Canada Inc. April 2007 - July 2009
Zellers September 2006 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Canadian Securities..., French, Quality Assurance, Risk Management, Analysis, Team Leadership, Banking
Education
University of Toronto at Scarborough 2004 — 2010
Honours Bachelor of Science (HBSc), Neuroscience and Health Studies Majors, Psychology Minor
Centennial College 2010 — 2013
Proficiency in French Language and Culture, French Studies
Train Canada (CTC) 2012 — 2012
West Hill Collegiate Institute 2000 — 2004
OSSD
B2B Bank October 2011 - September 2014
B2B Bank May 2010 - October 2011
Invesco April 2007 - June 2009
Invesco January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning
Education
Centennial College
Business Administration, Business, Management, Marketing, and Related Support Services