Bank of Montreal
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
Bank of Montreal List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Montreal. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Montreal Employees
Employee
Years
Job
Industry
Nicholas Hrycun Nicholas Hrycun's Bank of Montreal Experience January 2008 - January 2010
Job Metis Entrepreneurs' Assistance Program Administrator at Apeetogosan Metis Development Inc.
Industry Management Consulting
Experience
Apeetogosan Metis Development Inc. December 2012 - Present
Apeetogosan (Métis) Development Inc. April 2011 - Present
Grant MacEwan University June 2010 - April 2011
Grant MacEwan University September 2006 - April 2010
Bank of Montreal January 2008 - January 2010
Glen Oaks Construction January 2001 - January 2005
Maximum Mobility 2001 - 2005
Boston Pizza January 1999 - January 2001
Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Management Consulting, Government, Employee Training, Finance, Small Business, Leadership, Team Leadership, Employment Law, Coaching, Event Planning, Time Management, Leadership Development, Strategic Planning, Management, Microsoft Excel, Analysis, Training, Organizational...
Education
Grant Macewan College 2006 — 2011
Bachelor of Commerce (B.Com.), business
Grant Macewan University 2006 — 2010
Bachelor of Commerce, Management; International Business Law
Grant Macewan College 2003 — 2010
Bachelor of Commerce (BCom), Business Administration and Management, General
Stony Plain memorial composite highschool 1996 — 2001
high school diploma
Stony Plain memorial composite highschool
high school diploma
Apeetogosan Metis Development Inc. December 2012 - Present
Apeetogosan (Métis) Development Inc. April 2011 - Present
Grant MacEwan University June 2010 - April 2011
Grant MacEwan University September 2006 - April 2010
Bank of Montreal January 2008 - January 2010
Glen Oaks Construction January 2001 - January 2005
Maximum Mobility 2001 - 2005
Boston Pizza January 1999 - January 2001
Skills
Microsoft Office, PowerPoint, Customer Service, Public Speaking, Management Consulting, Government, Employee Training, Finance, Small Business, Leadership, Team Leadership, Employment Law, Coaching, Event Planning, Time Management, Leadership Development, Strategic Planning, Management, Microsoft Excel, Analysis, Training, Organizational...
Education
Grant Macewan College 2006 — 2011
Bachelor of Commerce (B.Com.), business
Grant Macewan University 2006 — 2010
Bachelor of Commerce, Management; International Business Law
Grant Macewan College 2003 — 2010
Bachelor of Commerce (BCom), Business Administration and Management, General
Stony Plain memorial composite highschool 1996 — 2001
high school diploma
Stony Plain memorial composite highschool
high school diploma
Neda M.Namvar Neda M.Namvar's Bank of Montreal Experience August 2010 - May 2011
Job Sales Planning & Support Specialist at AlertDriving
Industry Computer Software
Experience
AlertDriving June 2015 - Present
Events by MoNè January 2013 - Present
ALDO Group March 2014 - June 2015
Fieldgate Construction Management Limited May 2013 - May 2014
RS Divas Entertainment March 2012 - March 2014
Film Industry Toronto Area January 2013 - January 2014
TD Canada Trust August 2011 - May 2013
ALDO Group September 2007 - August 2011
Bank of Montreal August 2010 - May 2011
Skills
Customer Service, Management, Time Management, Sales, Advertising, Marketing, Social Networking, Microsoft Office, Event Planning, Team Building, Customer Satisfaction, Outlook, Budgets, Event Management, Social Media, Team Leadership, Inventory Management, Retail, Microsoft Excel, Training, Process Scheduler, Social Media Marketing, Research, PowerPoint, Merchandising, Visual Merchandising, Loss Prevention, Retail Sales, Project Planning, Data Entry, Marketing Communications, Teamwork, Microsoft Word, Inventory Control, Store Management, Coaching, Banking, Fundraising, Corporate Events, Hiring, Interviews, Entertainment, Market Research, Editing, Film, Photography, Recruiting, Facebook, PeopleSoft
Education
Landmark Education 2013 — 2013
Seneca College of Applied Arts and Technology 2006 — 2008
ECE
A.Y. Jackson Secondary School
High School
AlertDriving June 2015 - Present
Events by MoNè January 2013 - Present
ALDO Group March 2014 - June 2015
Fieldgate Construction Management Limited May 2013 - May 2014
RS Divas Entertainment March 2012 - March 2014
Film Industry Toronto Area January 2013 - January 2014
TD Canada Trust August 2011 - May 2013
ALDO Group September 2007 - August 2011
Bank of Montreal August 2010 - May 2011
Skills
Customer Service, Management, Time Management, Sales, Advertising, Marketing, Social Networking, Microsoft Office, Event Planning, Team Building, Customer Satisfaction, Outlook, Budgets, Event Management, Social Media, Team Leadership, Inventory Management, Retail, Microsoft Excel, Training, Process Scheduler, Social Media Marketing, Research, PowerPoint, Merchandising, Visual Merchandising, Loss Prevention, Retail Sales, Project Planning, Data Entry, Marketing Communications, Teamwork, Microsoft Word, Inventory Control, Store Management, Coaching, Banking, Fundraising, Corporate Events, Hiring, Interviews, Entertainment, Market Research, Editing, Film, Photography, Recruiting, Facebook, PeopleSoft
Education
Landmark Education 2013 — 2013
Seneca College of Applied Arts and Technology 2006 — 2008
ECE
A.Y. Jackson Secondary School
High School
David Aronoff David Aronoff's Bank of Montreal Experience 1984 - 1987
Job President and Owner of Pareto Consulting Inc.
Industry Government Administration
Experience
Pareto Consulting Inc. February 2002 - Present
Government of Ontario 1998 - 2001
Government of Ontario 1996 - 1998
Ontario Government 1994 - 1996
Ontario Ministry of Finance 1987 - 1994
Bank of Montreal 1984 - 1987
Skills
Government Relations, Policy Analysis, Public Administration, Issues Management, Program Evaluation, Consultations, Strategic Advice, Public Policy, Government, Business Planning, Community Relations, Government Affairs, Stakeholder Relations, Workshop Facilitation, Business Case Modelling, Stakeholder Engagement, Agency Agreements, Strategy, Strategic Planning, Public Relations, Analysis, Budgets, Stakeholder Management, Economics, Politics
Education
York University 1985 — 1986
MA, Economics
McGill University 1980 — 1983
B. Comm, Economics
Pareto Consulting Inc. February 2002 - Present
Government of Ontario 1998 - 2001
Government of Ontario 1996 - 1998
Ontario Government 1994 - 1996
Ontario Ministry of Finance 1987 - 1994
Bank of Montreal 1984 - 1987
Skills
Government Relations, Policy Analysis, Public Administration, Issues Management, Program Evaluation, Consultations, Strategic Advice, Public Policy, Government, Business Planning, Community Relations, Government Affairs, Stakeholder Relations, Workshop Facilitation, Business Case Modelling, Stakeholder Engagement, Agency Agreements, Strategy, Strategic Planning, Public Relations, Analysis, Budgets, Stakeholder Management, Economics, Politics
Education
York University 1985 — 1986
MA, Economics
McGill University 1980 — 1983
B. Comm, Economics
James Dring James Dring's Bank of Montreal Experience June 2012 - Present
Job Contact Centre Manager at BMO Financial Group
Industry Banking
Experience
Bank of Montreal June 2012 - Present
BMO Financial Group June 2010 - Present
BMO November 2009 - June 2010
BMO June 2008 - November 2009
BMO December 2006 - June 2008
EB Games 2002 - 2006
Skills
Call Center, Contact Centers, Team Management, Customer Experience, Customer Satisfaction, Performance Management, Sales, Relationship Management, Credit Cards, Customer Service, Coaching, Team Leadership, Change Management, Leadership, Process Improvement, Teamwork, Customer Retention, Troubleshooting, Call Centers, Team Building, Management
Education
Laurentian University/Université Laurentienne 2000 — 2001
History
Bank of Montreal June 2012 - Present
BMO Financial Group June 2010 - Present
BMO November 2009 - June 2010
BMO June 2008 - November 2009
BMO December 2006 - June 2008
EB Games 2002 - 2006
Skills
Call Center, Contact Centers, Team Management, Customer Experience, Customer Satisfaction, Performance Management, Sales, Relationship Management, Credit Cards, Customer Service, Coaching, Team Leadership, Change Management, Leadership, Process Improvement, Teamwork, Customer Retention, Troubleshooting, Call Centers, Team Building, Management
Education
Laurentian University/Université Laurentienne 2000 — 2001
History
Jingchen Gina Ge Jingchen Gina Ge's Bank of Montreal Experience July 2009 - August 2009
Job Master Student at University of Southern California
Industry Financial Services
Experience
Bank of China June 2011 - August 2011
Bank of Montreal July 2009 - August 2009
Skills
Microsoft Excel, Mathematics, Statistics, Finance, Economics, Risk Management, Stochastic Simulation, Financial Analysis, Investments, Trading, Derivatives, Small Claims, Matlab, Java, Microsoft Office, Bloomberg, PowerPoint, Mandarin, Chinese, Cosmetics, Fashion, Skin Care
Education
University of Southern California 2013 — 2014
Master of Science (M.Sc.)
McGill University 2009 — 2012
Bachelor of Science (B.Sc.)
Jasper Place High School 2006 — 2009
High school diploma
Bank of China June 2011 - August 2011
Bank of Montreal July 2009 - August 2009
Skills
Microsoft Excel, Mathematics, Statistics, Finance, Economics, Risk Management, Stochastic Simulation, Financial Analysis, Investments, Trading, Derivatives, Small Claims, Matlab, Java, Microsoft Office, Bloomberg, PowerPoint, Mandarin, Chinese, Cosmetics, Fashion, Skin Care
Education
University of Southern California 2013 — 2014
Master of Science (M.Sc.)
McGill University 2009 — 2012
Bachelor of Science (B.Sc.)
Jasper Place High School 2006 — 2009
High school diploma
Morris Greenberg, MBA Morris Greenberg, MBA's Bank of Montreal Experience 1995 - 1998
Job Sr Corp/Commercial Banker Expertise in Credit, Strategic Planning,Leadership,Coaching,Marketing, & Property Mgmt
Industry Banking
Experience
Alterna Savings 2014 - 2015
Laurentian Bank 1998 - 2013
Laurentian Bank of Canada 1998 - 2010
Bank of Montreal 1995 - 1998
Royal Bank of Canada 1986 - 1995
Skills
Portfolio Management, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Marketing Strategy, Human Resources, New Business Development, Negotiation, Leadership, Creativity, Financial Analysis, Risk Management, Start-ups, Investments, Finance, Coaching, Business Development, Management, Banking
Education
The University of British Columbia 1982 — 1984
MBA, finance, marketing
Lean Six Sigma
Yellow Belt, Process Improvement
Omega Performance
Maximizing Call Power, Coaching/Mentoring
York University
Managing the Sales Force, Human Resources Management/Personnel Administration, General
Institute of Canadian Bankers
Mutual Funds in Canada, Investments
McGill University 1978 — 1979
Bachelor of Architecture
McGill University 1974 — 1977
Bachelor of Science, (Architecture)
Alterna Savings 2014 - 2015
Laurentian Bank 1998 - 2013
Laurentian Bank of Canada 1998 - 2010
Bank of Montreal 1995 - 1998
Royal Bank of Canada 1986 - 1995
Skills
Portfolio Management, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Marketing Strategy, Human Resources, New Business Development, Negotiation, Leadership, Creativity, Financial Analysis, Risk Management, Start-ups, Investments, Finance, Coaching, Business Development, Management, Banking
Education
The University of British Columbia 1982 — 1984
MBA, finance, marketing
Lean Six Sigma
Yellow Belt, Process Improvement
Omega Performance
Maximizing Call Power, Coaching/Mentoring
York University
Managing the Sales Force, Human Resources Management/Personnel Administration, General
Institute of Canadian Bankers
Mutual Funds in Canada, Investments
McGill University 1978 — 1979
Bachelor of Architecture
McGill University 1974 — 1977
Bachelor of Science, (Architecture)
Anny Nehme Anny Nehme's Bank of Montreal Experience December 2004 - October 2006
Job Regional Sales Manager at TD Bank Group
Industry Banking
Experience
TD Bank Group Branch ManagerTD Bank GroupNovember 2006 - April 2010
Bank of Montreal December 2004 - October 2006
Bank of Montreal January 1997 - December 2004
Skills
Small Business Lending, Retail Banking, Risk Management, Banking, Credit Analysis, Mortgage Lending, Credit, Financial Analysis, Investments, Commercial Banking, Mutual Funds, Management, Strategic Planning, Contract Negotiation, Leadership, Team Management, Loans, Negotiation, Consumer Lending, Team Leadership, Lines Of Credit
Education
McGill University
MBA, Corporate Strategy
TD Bank Group Branch ManagerTD Bank GroupNovember 2006 - April 2010
Bank of Montreal December 2004 - October 2006
Bank of Montreal January 1997 - December 2004
Skills
Small Business Lending, Retail Banking, Risk Management, Banking, Credit Analysis, Mortgage Lending, Credit, Financial Analysis, Investments, Commercial Banking, Mutual Funds, Management, Strategic Planning, Contract Negotiation, Leadership, Team Management, Loans, Negotiation, Consumer Lending, Team Leadership, Lines Of Credit
Education
McGill University
MBA, Corporate Strategy
Udeshika Wijayanayaka Udeshika Wijayanayaka's Bank of Montreal Experience January 2010 - May 2012
Job Finance Director
Industry Automotive
Experience
Go Auto September 2015 - Present
Go Auto May 2015 - Present
Go Auto October 2014 - Present
Servus Credit Union September 2013 - August 2014
ATB Financial August 2012 - August 2013
Bank of Montreal January 2010 - May 2012
Bank of Montreal June 2008 - December 2009
Skills
Commercial Banking, Credit, Banking, Retail Banking, Loans, Credit Analysis, Mortgage Lending, Relationship Management, Commercial Lending, Credit Risk, Portfolio Management, Risk Management, Financial Services, Wealth Management, Mutual Funds, Residential Mortgages
Education
Grant Macewan College
Go Auto September 2015 - Present
Go Auto May 2015 - Present
Go Auto October 2014 - Present
Servus Credit Union September 2013 - August 2014
ATB Financial August 2012 - August 2013
Bank of Montreal January 2010 - May 2012
Bank of Montreal June 2008 - December 2009
Skills
Commercial Banking, Credit, Banking, Retail Banking, Loans, Credit Analysis, Mortgage Lending, Relationship Management, Commercial Lending, Credit Risk, Portfolio Management, Risk Management, Financial Services, Wealth Management, Mutual Funds, Residential Mortgages
Education
Grant Macewan College
DONALD TROTTIER DONALD TROTTIER's Bank of Montreal Experience January 1997 - January 2012
Job Licensed Real Estate Salesperson at REMAX/ELITE Kenosha WI
Industry Real Estate
Experience
ReMax Elite June 2014 - Present
Peoples Bank Elkhorn WI August 2012 - January 2014
Bank of Montreal January 1997 - January 2012
M & I Bank January 1994 - January 1997
DONALD J. TROTTIER June 1980 - January 1994
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Residential Mortgages, Commercial Lending, Banking, Construction Loans, Small Business Lending, Credit Analysis, Loan Origination, Reverse Mortgages, Consumer Lending, Underwriting
Education
Marquette University 1975 — 1979
BA, Law Enforcement/Sociology
ReMax Elite June 2014 - Present
Peoples Bank Elkhorn WI August 2012 - January 2014
Bank of Montreal January 1997 - January 2012
M & I Bank January 1994 - January 1997
DONALD J. TROTTIER June 1980 - January 1994
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Credit, Residential Mortgages, Commercial Lending, Banking, Construction Loans, Small Business Lending, Credit Analysis, Loan Origination, Reverse Mortgages, Consumer Lending, Underwriting
Education
Marquette University 1975 — 1979
BA, Law Enforcement/Sociology
Andrew Kirellos Daoud Andrew Kirellos Daoud's Bank of Montreal Experience September 2008 - May 2011
Job Account Manager at TD Bank
Industry Banking
Experience
TD Commercial Banking December 2013 - Present
TD September 2012 - December 2013
Roynat Capital (Scotiabank Group) August 2011 - September 2012
Bank of Montreal September 2008 - May 2011
Enterprise Rent-A-Car June 2007 - August 2008
Skills
Financial Analysis, Private Equity, Financial Modeling, Private Companies, Corporate Finance, Financial Markets, Forecasting, Due Diligence, Data Analysis, M&A due diligence, Financial Accounting, Project Finance, Industry Analysis, Industry Research, Real Estate Finance, Customer Service, Team Leadership, Investments, Banking, Financial Risk, Portfolio Management, Sales
Education
Chartered Financial Analyst 2012 — 2014
Level 1, CFA Candidate
McGill University 2007 — 2011
Bachelor of Commerce (BCom), Finance
TD Commercial Banking December 2013 - Present
TD September 2012 - December 2013
Roynat Capital (Scotiabank Group) August 2011 - September 2012
Bank of Montreal September 2008 - May 2011
Enterprise Rent-A-Car June 2007 - August 2008
Skills
Financial Analysis, Private Equity, Financial Modeling, Private Companies, Corporate Finance, Financial Markets, Forecasting, Due Diligence, Data Analysis, M&A due diligence, Financial Accounting, Project Finance, Industry Analysis, Industry Research, Real Estate Finance, Customer Service, Team Leadership, Investments, Banking, Financial Risk, Portfolio Management, Sales
Education
Chartered Financial Analyst 2012 — 2014
Level 1, CFA Candidate
McGill University 2007 — 2011
Bachelor of Commerce (BCom), Finance
Martin Matusz Martin Matusz's Bank of Montreal Experience December 2009 - October 2010
Job
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
BMO November 2011 - Present
BMO November 2010 - October 2011
Bank of Montreal December 2009 - October 2010
Bank of Montreal May 2005 - December 2009
Bank of Montreal October 2003 - April 2005
Bank of Montreal January 2002 - September 2003
Sears Canada April 1993 - May 2003
Bank of Montreal March 2002 - December 2002
Skills
Risk Management, Financial Services, Sales, Customer Service, Credit, Banking, Mortgage Lending, Mutual Funds, Commercial Banking, Investments, Retail Banking, Credit Analysis, Loans, Relationship Management, Credit Risk, Commercial Lending, Consumer Lending, Finance, Residential Mortgages, Small Business Lending, Cross Selling, Business Development, Financial Risk, Lines Of Credit, Portfolio Management, Retirement Planning, Strategic Financial...
Education
Concordia University 1997 — 2001
McGill University 1998 — 1999
O'Sullivan College 1993 — 1997
BMO Financial Group September 2014 - Present
BMO November 2011 - Present
BMO November 2010 - October 2011
Bank of Montreal December 2009 - October 2010
Bank of Montreal May 2005 - December 2009
Bank of Montreal October 2003 - April 2005
Bank of Montreal January 2002 - September 2003
Sears Canada April 1993 - May 2003
Bank of Montreal March 2002 - December 2002
Skills
Risk Management, Financial Services, Sales, Customer Service, Credit, Banking, Mortgage Lending, Mutual Funds, Commercial Banking, Investments, Retail Banking, Credit Analysis, Loans, Relationship Management, Credit Risk, Commercial Lending, Consumer Lending, Finance, Residential Mortgages, Small Business Lending, Cross Selling, Business Development, Financial Risk, Lines Of Credit, Portfolio Management, Retirement Planning, Strategic Financial...
Education
Concordia University 1997 — 2001
McGill University 1998 — 1999
O'Sullivan College 1993 — 1997
Kathryn Argiriou's Bank of Montreal Experience May 2007 - January 2008
Job Account Manager at Aimia, MBA Candidate
Industry Marketing and Advertising
Experience
Aimia Inc February 2012 - Present
Aimia Inc August 2009 - February 2012
Laurentian Bank May 2009 - August 2009
Pratt & Whitney Canada January 2008 - September 2008
Bank of Montreal May 2007 - January 2008
Skills
Account Management, Marketing Strategy, Marketing, Analytics, Direct Marketing, Marketing Communications, Strategic Planning, Customer Service, Business Strategy, Project Management, B2B, Marketing Management, Market Research, Email Marketing, Digital Marketing, Online Advertising, Competitive Analysis, Digital Strategy
Education
McGill University 2013 — 2016
MBA Candidate, Global Strategy and Leadership
McGill University 2005 — 2009
Bcom, Marketing, International Business
Canadian Marketing Association 2011 — 2011
Certificate in Digital Marketing, Ecommerce
Marianopolis College 2003 — 2005
DEC, Commerce
Aimia Inc February 2012 - Present
Aimia Inc August 2009 - February 2012
Laurentian Bank May 2009 - August 2009
Pratt & Whitney Canada January 2008 - September 2008
Bank of Montreal May 2007 - January 2008
Skills
Account Management, Marketing Strategy, Marketing, Analytics, Direct Marketing, Marketing Communications, Strategic Planning, Customer Service, Business Strategy, Project Management, B2B, Marketing Management, Market Research, Email Marketing, Digital Marketing, Online Advertising, Competitive Analysis, Digital Strategy
Education
McGill University 2013 — 2016
MBA Candidate, Global Strategy and Leadership
McGill University 2005 — 2009
Bcom, Marketing, International Business
Canadian Marketing Association 2011 — 2011
Certificate in Digital Marketing, Ecommerce
Marianopolis College 2003 — 2005
DEC, Commerce
Michael Samlalsingh, MBA, CPA, CGA Michael Samlalsingh, MBA, CPA, CGA's Bank of Montreal Experience April 2008 - May 2014
Job Senior Manager, Network Services Financial Management at BMO Financial Group
Industry Banking
Experience
BMO Financial Group January 2015 - Present
BMO Financial Group May 2014 - January 2015
Bank of Montreal April 2008 - May 2014
Bank of Montreal August 2005 - March 2008
Indal Technologies February 2003 - February 2005
Bank of Montreal December 1999 - February 2003
Bank of Montreal October 1998 - December 1999
Canada Trust June 1997 - October 1998
Skills
Team Leadership, Financial Management, Caring, Budgeting, Cost Control, Banking, Financial Reporting, Business Case, Budgets, Finance, Management, Managerial Finance, Business Planning, Accounting, Leadership
Education
Laurentian University/Université Laurentienne 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Alberta Institute of Technology 2008 — 2011
Accounting and IT
CGA Ontario 2000 — 2011
CGA
Seneca College of Applied Arts and Technology 1996 — 1999
Accounting
Investment Funds Institute of Canada
BMO Financial Group January 2015 - Present
BMO Financial Group May 2014 - January 2015
Bank of Montreal April 2008 - May 2014
Bank of Montreal August 2005 - March 2008
Indal Technologies February 2003 - February 2005
Bank of Montreal December 1999 - February 2003
Bank of Montreal October 1998 - December 1999
Canada Trust June 1997 - October 1998
Skills
Team Leadership, Financial Management, Caring, Budgeting, Cost Control, Banking, Financial Reporting, Business Case, Budgets, Finance, Management, Managerial Finance, Business Planning, Accounting, Leadership
Education
Laurentian University/Université Laurentienne 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Alberta Institute of Technology 2008 — 2011
Accounting and IT
CGA Ontario 2000 — 2011
CGA
Seneca College of Applied Arts and Technology 1996 — 1999
Accounting
Investment Funds Institute of Canada
Allan Eisen Allan Eisen's Bank of Montreal Experience February 2011 - February 2013
Job Senior Manager, Customer Segment Growth at BMO
Industry Financial Services
Experience
BMO March 2013 - Present
Bank of Montreal February 2011 - February 2013
Bank of Montreal March 2009 - February 2011
Monitor Group September 2006 - February 2009
Skills
Strategic Analysis, Product Strategy, Product Management, Competitive Analysis, Analytics, Strategy Development, Business Strategy, Financial Modeling, Cross-functional Team..., Management Consulting, Financial Analysis, Strategic Planning, Product Development, Marketing Strategy, Retail Banking, Business Case, Problem Solving, Stakeholder Engagement, Corporate Finance, Strategy, Investments, Management, Team Leadership, Banking, Process Improvement, Analysis, Marketing, Integrated Marketing
Education
McGill University 2001 — 2006
Bachelor of Commerce, Marketing and Entrepreneurship
BMO March 2013 - Present
Bank of Montreal February 2011 - February 2013
Bank of Montreal March 2009 - February 2011
Monitor Group September 2006 - February 2009
Skills
Strategic Analysis, Product Strategy, Product Management, Competitive Analysis, Analytics, Strategy Development, Business Strategy, Financial Modeling, Cross-functional Team..., Management Consulting, Financial Analysis, Strategic Planning, Product Development, Marketing Strategy, Retail Banking, Business Case, Problem Solving, Stakeholder Engagement, Corporate Finance, Strategy, Investments, Management, Team Leadership, Banking, Process Improvement, Analysis, Marketing, Integrated Marketing
Education
McGill University 2001 — 2006
Bachelor of Commerce, Marketing and Entrepreneurship
Nauman Muzaffar Nauman Muzaffar's Bank of Montreal Experience 2000 - 2000
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
DBRS November 2013 - March 2015
Collins Recruitment Group May 2012 - November 2013
CIBC World Markets September 2009 - May 2012
JPMorgan, NY October 2006 - February 2009
JPMorgan Canada August 2003 - September 2006
Citibank Canada 2000 - 2003
Bank of Montreal 2000 - 2000
Skills
Credit, Syndications, Corporate Finance, Capital Structure, Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Equities, Debt Restructuring, Valuation, Market Risk, Financial Modeling, High Yield, Trading, Financial Risk, Credit Risk, Risk Management, Financial Analysis
Education
Lahore University of Management Sciences 1994 — 1996
MBA, Finance
University of Utah - David Eccles School of Business 1990 — 1993
Bachelor of Science, Finance
Aitchison College 1976 — 1988
High School, High School/Secondary Certificate Programs
J.P. Morgan March 2015 - Present
DBRS November 2013 - March 2015
Collins Recruitment Group May 2012 - November 2013
CIBC World Markets September 2009 - May 2012
JPMorgan, NY October 2006 - February 2009
JPMorgan Canada August 2003 - September 2006
Citibank Canada 2000 - 2003
Bank of Montreal 2000 - 2000
Skills
Credit, Syndications, Corporate Finance, Capital Structure, Investment Banking, Capital Markets, Fixed Income, Derivatives, Bloomberg, Equities, Debt Restructuring, Valuation, Market Risk, Financial Modeling, High Yield, Trading, Financial Risk, Credit Risk, Risk Management, Financial Analysis
Education
Lahore University of Management Sciences 1994 — 1996
MBA, Finance
University of Utah - David Eccles School of Business 1990 — 1993
Bachelor of Science, Finance
Aitchison College 1976 — 1988
High School, High School/Secondary Certificate Programs
Kevin Giuffrida Kevin Giuffrida's Bank of Montreal Experience January 1993 - October 2005
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2005 - Present
Bank of Montreal January 1993 - October 2005
Shearson Lehman Brothers September 1989 - January 1993
Skills
s, Series 4,7,24,27,63, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Investments, Investment Banking, Series 24, Investment Advisory, Derivatives, Mutual Funds, Series 63, Fixed Income, Accounts Payable, Financial Services, Risk Management, Securities, Banking, Equities, Series 7
Education
Long Island University, Brooklyn Campus 1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stony Brook University 1984 — 1988
Bachelor's degree, Economics
Bank of America Merrill Lynch October 2005 - Present
Bank of Montreal January 1993 - October 2005
Shearson Lehman Brothers September 1989 - January 1993
Skills
s, Series 4,7,24,27,63, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Investments, Investment Banking, Series 24, Investment Advisory, Derivatives, Mutual Funds, Series 63, Fixed Income, Accounts Payable, Financial Services, Risk Management, Securities, Banking, Equities, Series 7
Education
Long Island University, Brooklyn Campus 1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stony Brook University 1984 — 1988
Bachelor's degree, Economics
Christine Poole's Bank of Montreal Experience 1990 - 1995
Job CEO and Managing Director at GlobeInvest Capital Management Inc.
Industry Investment Management
Experience
GlobeInvest Capital Management Inc. 2009 - January 2014
Scotia Cassels 2004 - 2007
RBC Asset Management 1998 - 2003
Empire Financial Group 1996 - 1998
Bank of Montreal 1990 - 1995
Skills
Equity manager with..., Adheres to..., Strong analytical..., Highly motivated..., Effective communicator., Stock Picking, Portfolio Management, Equities, Capital Markets, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Alternative Investments, Securities, Wealth Management, Asset Management, Mutual Funds, Bloomberg, Management, Investments
Education
University of Toronto 1990 — 1996
MBA
Association of Investment Management and Research 1989 — 1991
CFA
McGill University 1982 — 1985
Bachelor of Commerce, Finance
GlobeInvest Capital Management Inc. 2009 - January 2014
Scotia Cassels 2004 - 2007
RBC Asset Management 1998 - 2003
Empire Financial Group 1996 - 1998
Bank of Montreal 1990 - 1995
Skills
Equity manager with..., Adheres to..., Strong analytical..., Highly motivated..., Effective communicator., Stock Picking, Portfolio Management, Equities, Capital Markets, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Alternative Investments, Securities, Wealth Management, Asset Management, Mutual Funds, Bloomberg, Management, Investments
Education
University of Toronto 1990 — 1996
MBA
Association of Investment Management and Research 1989 — 1991
CFA
McGill University 1982 — 1985
Bachelor of Commerce, Finance
Shahid Altaf's Bank of Montreal Experience January 2011 - December 2012
Job Strategy I Business Transformation I Risk Management
Industry Financial Services
Experience
BMO Financial Group May 2014 - Present
BMO December 2012 - May 2014
Bank of Montreal January 2011 - December 2012
Ernst & Young November 2005 - August 2010
Bell Canada Enterprises May 2002 - October 2005
Price Waterhouse Coopers September 1997 - January 2002
Skills
Strategic Enterprise..., Business Transformation, Change Management, Critical Thinking, Creative Problem Solving, Management Consulting, Risk Management, Talent Management, Business Process..., Business Process..., Business Strategy, Operational Risk...
Education
London Business School 2009 — 2010
Executive MBA, Strategy and Finance
University of Toronto - Victoria University 1992 — 1996
B.Comm, Major in Economics and Minor in Finance
BMO Financial Group May 2014 - Present
BMO December 2012 - May 2014
Bank of Montreal January 2011 - December 2012
Ernst & Young November 2005 - August 2010
Bell Canada Enterprises May 2002 - October 2005
Price Waterhouse Coopers September 1997 - January 2002
Skills
Strategic Enterprise..., Business Transformation, Change Management, Critical Thinking, Creative Problem Solving, Management Consulting, Risk Management, Talent Management, Business Process..., Business Process..., Business Strategy, Operational Risk...
Education
London Business School 2009 — 2010
Executive MBA, Strategy and Finance
University of Toronto - Victoria University 1992 — 1996
B.Comm, Major in Economics and Minor in Finance
Lucy Gomeniouk, CPA, CIA, MBA Lucy Gomeniouk, CPA, CIA, MBA's Bank of Montreal Experience October 2010 - Present
Job Audit Manager & Officer, BMO Financial Group
Industry Banking
Experience
Bank of Montreal October 2010 - Present
M&I Bank February 2008 - September 2010
Guaranty Bank FSB October 2003 - January 2008
TCF Bank February 2002 - August 2003
Skills
Internal Audit, Risk Management, Financial Risk, Auditing, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Banking, Risk Assessment, Credit, Enterprise Risk..., Cash Management, Financial Audits, Internal Controls, Sarbanes-Oxley Act
Education
Lakeland College 2009 — 2011
MBA, Accounting
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2007
B.S., Accounting and Marketing
Bank of Montreal October 2010 - Present
M&I Bank February 2008 - September 2010
Guaranty Bank FSB October 2003 - January 2008
TCF Bank February 2002 - August 2003
Skills
Internal Audit, Risk Management, Financial Risk, Auditing, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Banking, Risk Assessment, Credit, Enterprise Risk..., Cash Management, Financial Audits, Internal Controls, Sarbanes-Oxley Act
Education
Lakeland College 2009 — 2011
MBA, Accounting
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2007
B.S., Accounting and Marketing
David Lakoff David Lakoff's Bank of Montreal Experience 1981 - 1994
Job Communications Advisor and Speechwriter
Industry Public Relations and Communications
Experience
NATIONAL Public Relations September 1994 - June 2014
Bank of Montreal 1981 - 1994
Skills
Media Relations, Strategic Communications, Corporate Communications, Communications Planning, Public Affairs, Crisis Communications, Investor Relations, Reputation Management, Marketing Communications, Press Releases, Corporate Social..., Thought Leadership, Public Policy, Internal Communications, Speech Writing, Public Relations
Education
McGill University
Bachelor's Degree
McGill University
Diploma in Education
McGill University
Master of Business Administration (M.B.A.)
NATIONAL Public Relations September 1994 - June 2014
Bank of Montreal 1981 - 1994
Skills
Media Relations, Strategic Communications, Corporate Communications, Communications Planning, Public Affairs, Crisis Communications, Investor Relations, Reputation Management, Marketing Communications, Press Releases, Corporate Social..., Thought Leadership, Public Policy, Internal Communications, Speech Writing, Public Relations
Education
McGill University
Bachelor's Degree
McGill University
Diploma in Education
McGill University
Master of Business Administration (M.B.A.)
Daniel W. Thompson Daniel W. Thompson's Bank of Montreal Experience 1989 - 1995
Job President at Jones, Gable & Company Limited
Industry Financial Services
Experience
Jones, Gable & Company Limited January 2012 - Present
MacDougall, MacDougall and Mactier June 2009 - January 2012
Pembroke Private Wealth Management July 1995 - June 2009
Pembroke Private Wealth Management 1997 - 2007
Bank of Montreal 1989 - 1995
TD 1987 - 1989
London Life 1985 - 1986
Skills
Portfolio Management, Investments, Strategic Planning, Asset Management, Wealth Management, Financial Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Analysis, Capital Markets, Financial Services, Securities, Mergers & Acquisitions, Investment Management, Strategic Financial..., Asset Managment, Equity Research, Fixed Income, Equities
Education
Chartered Financial Analyst 1997 — 2000
Chartered Financial Analyst (CFA)
McGill University 1990 — 1995
MBA, Finance
Canadian Association of Financial Planners (CAFP) 1985 — 1987
Chartered Financial Planner, Financial Planning and Services
Western University 1981 — 1984
BA, Economics
Marianopolis College 1979 — 1981
Business/Commerce, General
Chambly County High School 1974 — 1979
High School diploma
Jones, Gable & Company Limited January 2012 - Present
MacDougall, MacDougall and Mactier June 2009 - January 2012
Pembroke Private Wealth Management July 1995 - June 2009
Pembroke Private Wealth Management 1997 - 2007
Bank of Montreal 1989 - 1995
TD 1987 - 1989
London Life 1985 - 1986
Skills
Portfolio Management, Investments, Strategic Planning, Asset Management, Wealth Management, Financial Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Analysis, Capital Markets, Financial Services, Securities, Mergers & Acquisitions, Investment Management, Strategic Financial..., Asset Managment, Equity Research, Fixed Income, Equities
Education
Chartered Financial Analyst 1997 — 2000
Chartered Financial Analyst (CFA)
McGill University 1990 — 1995
MBA, Finance
Canadian Association of Financial Planners (CAFP) 1985 — 1987
Chartered Financial Planner, Financial Planning and Services
Western University 1981 — 1984
BA, Economics
Marianopolis College 1979 — 1981
Business/Commerce, General
Chambly County High School 1974 — 1979
High School diploma
Kelly Caggainello Kelly Caggainello's Bank of Montreal Experience January 2011 - January 2011
Job Consultant at FactSet
Industry Financial Services
Experience
FactSet July 2013 - Present
SL Green May 2012 - August 2012
Principal Financial Group January 2012 - January 2012
Bank of Montreal January 2011 - January 2011
Aspetuck Valley Country Club May 2008 - August 2010
Skills
Spanish, Yardi, Stata, Excel, PowerPoint, Word, iMovie
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics/Spanish
FactSet July 2013 - Present
SL Green May 2012 - August 2012
Principal Financial Group January 2012 - January 2012
Bank of Montreal January 2011 - January 2011
Aspetuck Valley Country Club May 2008 - August 2010
Skills
Spanish, Yardi, Stata, Excel, PowerPoint, Word, iMovie
Education
Lafayette College 2009 — 2013
Bachelor of Arts, Economics/Spanish
Dobri J. Stojsic's Bank of Montreal Experience 1973 - 1988
Job Senior Partner at The Strategic Planning Group
Industry Management Consulting
Experience
The Strategic Planning Group 1993 - Present
Aetna Canada 1990 - 1992
Northeast Savings, Hartford Ct 1988 - 1990
Bank of Montreal 1973 - 1988
Skills
Management Consulting, Marketing Strategy, Business Strategy, Organizational Design, Strategic Planning, Change Management, Organizational..., Sales Management, Executive Coaching, Strategy, Process Improvement, Leadership, Project Planning, Management, Leadership Development, Advertising, Marketing, Coaching, Budgets, Organizational..., Strategic Thinking, Business Process..., Performance Management, Mergers & Acquisitions, Business Transformation, Team Building, Business Planning, Executive Management, Recruiting, Cross-functional Team..., Team Leadership, Start-ups, Entrepreneurship, Executive Development, Finance
Education
McGill University
The Strategic Planning Group 1993 - Present
Aetna Canada 1990 - 1992
Northeast Savings, Hartford Ct 1988 - 1990
Bank of Montreal 1973 - 1988
Skills
Management Consulting, Marketing Strategy, Business Strategy, Organizational Design, Strategic Planning, Change Management, Organizational..., Sales Management, Executive Coaching, Strategy, Process Improvement, Leadership, Project Planning, Management, Leadership Development, Advertising, Marketing, Coaching, Budgets, Organizational..., Strategic Thinking, Business Process..., Performance Management, Mergers & Acquisitions, Business Transformation, Team Building, Business Planning, Executive Management, Recruiting, Cross-functional Team..., Team Leadership, Start-ups, Entrepreneurship, Executive Development, Finance
Education
McGill University
Eric Quan Eric Quan's Bank of Montreal Experience February 2011 - July 2011
Job Accountant at Rio Tinto Alcan
Industry Accounting
Experience
Rio Tinto Alcan November 2013 - December 2014
Rio Tinto Alcan December 2012 - August 2013
Bank of Montreal February 2011 - July 2011
Communauté Agglomération du Pays de Montbéliard (CAPM) April 2007 - June 2007
Skills
Excel, Microsoft Office, Word, PowerPoint, Accounting, Access, Bookkeeping, Customer Service, Financial Analysis, Corporate Finance, Oracle HFM, Microsoft Word, Microsoft Excel, Finance, Analysis, Budgets, Management, Financial Accounting
Education
CMA order 2012 — 2013
CMA designation, Accounting and Business/Management, SLP Year 2
McGill University 2007 — 2010
Bachelor of Commerce, Accounting; Finance Concentration
Vanier College 2004 — 2007
Diploma of, Business Administration; Accounting and Management
Rio Tinto Alcan November 2013 - December 2014
Rio Tinto Alcan December 2012 - August 2013
Bank of Montreal February 2011 - July 2011
Communauté Agglomération du Pays de Montbéliard (CAPM) April 2007 - June 2007
Skills
Excel, Microsoft Office, Word, PowerPoint, Accounting, Access, Bookkeeping, Customer Service, Financial Analysis, Corporate Finance, Oracle HFM, Microsoft Word, Microsoft Excel, Finance, Analysis, Budgets, Management, Financial Accounting
Education
CMA order 2012 — 2013
CMA designation, Accounting and Business/Management, SLP Year 2
McGill University 2007 — 2010
Bachelor of Commerce, Accounting; Finance Concentration
Vanier College 2004 — 2007
Diploma of, Business Administration; Accounting and Management
Andrew Best's Bank of Montreal Experience 2007 - 2008
Job Manager, Business Architecture at RBC
Industry Management Consulting
Experience
RBC June 2014 - Present
Impact Consulting Group Rotman April 2013 - May 2014
Vantage Shanghai January 2010 - August 2012
Aquaspace Shanghai November 2009 - August 2012
Bank of Montreal 2007 - 2008
Skills
Market Research, Entrepreneurship, Marketing Management, Business Planning, B2B, Program Management, Chinese, Analysis, Market Planning, Mandarin, Negotiation, Event Management
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA), Strategy
Confucius Institute 2011 — 2011
HSK 4, Mandarin
US Green Building Council 2010 — 2010
LEED Green Associate
Hainan Premier Language School 2009 — 2009
Chinese Language Studies
McGill University 2003 — 2007
Bachelor of Arts (BA), Economics, English Lit.
Upper Canada College 1998 — 2003
CFA Institute
Level II Candidate, Finance
RBC June 2014 - Present
Impact Consulting Group Rotman April 2013 - May 2014
Vantage Shanghai January 2010 - August 2012
Aquaspace Shanghai November 2009 - August 2012
Bank of Montreal 2007 - 2008
Skills
Market Research, Entrepreneurship, Marketing Management, Business Planning, B2B, Program Management, Chinese, Analysis, Market Planning, Mandarin, Negotiation, Event Management
Education
University of Toronto - Rotman School of Management 2012 — 2014
Master of Business Administration (MBA), Strategy
Confucius Institute 2011 — 2011
HSK 4, Mandarin
US Green Building Council 2010 — 2010
LEED Green Associate
Hainan Premier Language School 2009 — 2009
Chinese Language Studies
McGill University 2003 — 2007
Bachelor of Arts (BA), Economics, English Lit.
Upper Canada College 1998 — 2003
CFA Institute
Level II Candidate, Finance
Marco Evangelista, F. Pl. Marco Evangelista, F. Pl.'s Bank of Montreal Experience March 2002 - May 2009
Job Financial Planner
Industry Banking
Experience
Bank of Nova Scotia May 2009 - Present
Bank of Montreal March 2002 - May 2009
National Bank of Canada August 2001 - March 2002
NBCN March 2000 - August 2001
Caisse Populaire Desjardins Canadienne Italienne January 1999 - March 2000
Skills
I speak english, french..., Retail Banking, Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Credit, Wealth Management, Investment Advisory, Mortgage Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Commercial Lending, High Net Worth..., Private Banking, Investment Strategies, Wealth
Education
Institut Québécois de Planification Financière 2005 — 2005
F. Pl., Financial Planner
McGill University 1995 — 1998
B.Comm, Finance & Accounting
Marianapolis 1993 — 1995
Business/Commerce, General
Bank of Nova Scotia May 2009 - Present
Bank of Montreal March 2002 - May 2009
National Bank of Canada August 2001 - March 2002
NBCN March 2000 - August 2001
Caisse Populaire Desjardins Canadienne Italienne January 1999 - March 2000
Skills
I speak english, french..., Retail Banking, Strategic Financial..., Investments, Mutual Funds, Retirement Planning, Credit, Wealth Management, Investment Advisory, Mortgage Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit Risk, Portfolio Management, Commercial Lending, High Net Worth..., Private Banking, Investment Strategies, Wealth
Education
Institut Québécois de Planification Financière 2005 — 2005
F. Pl., Financial Planner
McGill University 1995 — 1998
B.Comm, Finance & Accounting
Marianapolis 1993 — 1995
Business/Commerce, General
Steven Bright Steven Bright's Bank of Montreal Experience September 1999 - March 2001
Job Strategic communications consultant
Industry Public Relations and Communications
Experience
Oakville Public Library June 2015 - Present
Self-employed consultant January 2011 - Present
CBC Sports February 2014 - July 2015
Oakville Chamber of Commerce March 2011 - November 2014
NATIONAL Public Relations March 2008 - November 2010
Coast to Coast Against Cancer Foundation October 2007 - March 2008
TSX Group January 2002 - May 2007
Toronto Stock Exchange July 2001 - January 2002
Toronto Stock Exchange March 2001 - July 2001
Bank of Montreal September 1999 - March 2001
Skills
Public Relations, Writing, Strategic Communications, Press Releases, Policy Analysis, Speech Writing, Media Relations, Policy, Public Affairs, Strategy, Corporate Communications, Public Speaking, Newsletters, Editing, Marketing Strategy, Public Policy, Marketing, Integrated Marketing
Education
Royal Military College of Canada/Collège militaire royal du Canada 2000 — 2005
MA (War Studies), History
Western University 1992 — 1993
MA (Journalism), Journalism
McGill University 1988 — 1992
BA (Hons), History
Oakville Public Library June 2015 - Present
Self-employed consultant January 2011 - Present
CBC Sports February 2014 - July 2015
Oakville Chamber of Commerce March 2011 - November 2014
NATIONAL Public Relations March 2008 - November 2010
Coast to Coast Against Cancer Foundation October 2007 - March 2008
TSX Group January 2002 - May 2007
Toronto Stock Exchange July 2001 - January 2002
Toronto Stock Exchange March 2001 - July 2001
Bank of Montreal September 1999 - March 2001
Skills
Public Relations, Writing, Strategic Communications, Press Releases, Policy Analysis, Speech Writing, Media Relations, Policy, Public Affairs, Strategy, Corporate Communications, Public Speaking, Newsletters, Editing, Marketing Strategy, Public Policy, Marketing, Integrated Marketing
Education
Royal Military College of Canada/Collège militaire royal du Canada 2000 — 2005
MA (War Studies), History
Western University 1992 — 1993
MA (Journalism), Journalism
McGill University 1988 — 1992
BA (Hons), History
Walter Ratcliffe Walter Ratcliffe's Bank of Montreal Experience September 1976 - July 1983
Job Partner, CAP Advisors Inc.; Thousand Islands Property Services
Industry Financial Services
Experience
CAP Advisors Inc. May 2000 - Present
Deutsche Morgan Grenfell Canada November 1994 - February 1998
RBC Dominion Securities January 1994 - June 1994
Burns Fry Limited July 1983 - August 1992
Bank of Montreal September 1976 - July 1983
The Bank Credit Analyst May 1973 - October 1974
Skills
Mergers, Asset Management, Corporate Finance, Insurance, Investments, Portfolio Management, Equities, Financial Planning, Valuation, Risk Management, Financial Analysis, Wealth Management, Investment Banking
Education
CLU Institute 2005 — 2010
CLU
McGill University 1969 — 1975
BComm, Finance
Financial Planners Standards Council
CFP
CFA Institute
CFA
CAP Advisors Inc. May 2000 - Present
Deutsche Morgan Grenfell Canada November 1994 - February 1998
RBC Dominion Securities January 1994 - June 1994
Burns Fry Limited July 1983 - August 1992
Bank of Montreal September 1976 - July 1983
The Bank Credit Analyst May 1973 - October 1974
Skills
Mergers, Asset Management, Corporate Finance, Insurance, Investments, Portfolio Management, Equities, Financial Planning, Valuation, Risk Management, Financial Analysis, Wealth Management, Investment Banking
Education
CLU Institute 2005 — 2010
CLU
McGill University 1969 — 1975
BComm, Finance
Financial Planners Standards Council
CFP
CFA Institute
CFA
Vickie Dorgan, CFA, CFP Vickie Dorgan, CFA, CFP's Bank of Montreal Experience 1999 - 2003
Job Wealth Strategist, Keating & Associates (An Independent Firm); Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Edward Yee Edward Yee's Bank of Montreal Experience 1988 - 1992
Job Information Management Software Sales Manager for Financial Services & Insurance at IBM
Industry Computer Software
Experience
IBM Canada October 2005 - Present
IBM Canada Ltd. January 2003 - October 2005
IBM Canada Ltd. January 2002 - December 2002
IBM Canada Ltd. July 2001 - December 2002
Informix Software December 1999 - July 2001
Informix October 1995 - December 1999
NCR Corporation August 1992 - October 1995
Bank of Montreal 1988 - 1992
Skills
Information Management, Master Data Management, Data Warehousing, Data Management, Relational Databases, Sales Management, Information Integration, Technical Management, Software Sales, Business Intelligence, Enterprise Software, DB2, Solution Selling, Data Integration, ETL, Big Data, Software Industry, Management, SaaS, Strategy, Analytics, Selling, Leadership, Direct Sales, Cross-functional Team..., Cloud Computing, Professional Services, Security, Sales Operations, Team Leadership, Integration, Consulting, Sales Enablement, Solution Architecture, Pre-sales, Enterprise Architecture, IT Strategy
Education
McGill University 1988 — 1991
B.Sc. Science, Major in Computer Science, Minor in Management
Marianopolis College 1986 — 1988
Diploma, Pure and Applied Sciences
IBM Canada October 2005 - Present
IBM Canada Ltd. January 2003 - October 2005
IBM Canada Ltd. January 2002 - December 2002
IBM Canada Ltd. July 2001 - December 2002
Informix Software December 1999 - July 2001
Informix October 1995 - December 1999
NCR Corporation August 1992 - October 1995
Bank of Montreal 1988 - 1992
Skills
Information Management, Master Data Management, Data Warehousing, Data Management, Relational Databases, Sales Management, Information Integration, Technical Management, Software Sales, Business Intelligence, Enterprise Software, DB2, Solution Selling, Data Integration, ETL, Big Data, Software Industry, Management, SaaS, Strategy, Analytics, Selling, Leadership, Direct Sales, Cross-functional Team..., Cloud Computing, Professional Services, Security, Sales Operations, Team Leadership, Integration, Consulting, Sales Enablement, Solution Architecture, Pre-sales, Enterprise Architecture, IT Strategy
Education
McGill University 1988 — 1991
B.Sc. Science, Major in Computer Science, Minor in Management
Marianopolis College 1986 — 1988
Diploma, Pure and Applied Sciences
Bernd Beyer's Bank of Montreal Experience June 1998 - January 2002
Job Regional Treasurer, Americas at Rio Tinto
Industry Mining & Metals
Experience
Rio Tinto September 2008 - Present
Rio Tinto March 2008 - September 2008
Alcan December 2005 - February 2008
Alcan, Bauxite and Alumina October 2003 - November 2005
Sand Technology January 2002 - March 2003
Bank of Montreal June 1998 - January 2002
Andersen Andersen June 1993 - July 1996
Skills
Mergers, Corporate Finance, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Treasury, Mergers & Acquisitions, Business Planning, Acquisition Integration, Business Valuation, Restructuring, Project Finance, Finance, Financial Accounting, Auditing, Risk Management, Valuation, Forecasting, Business Process..., Cost Accounting, Investor Relations, Cash Management, Treasury Management, Managerial Finance, Internal Controls, Management Consulting, Accounting, IFRS, Strategic Financial..., Cash Flow Forecasting, Financial Audits, Consolidation, Divestitures, US GAAP, Working Capital..., Private Equity, Capital Budgeting, Financial Risk, Mining, Executive Management, Enterprise Risk..., Cash Flow, M&A experience, Corporate Governance
Education
McGill University 1996 — 1998
Master of Business Administration (MBA), General Management
Rio Tinto September 2008 - Present
Rio Tinto March 2008 - September 2008
Alcan December 2005 - February 2008
Alcan, Bauxite and Alumina October 2003 - November 2005
Sand Technology January 2002 - March 2003
Bank of Montreal June 1998 - January 2002
Andersen Andersen June 1993 - July 1996
Skills
Mergers, Corporate Finance, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Treasury, Mergers & Acquisitions, Business Planning, Acquisition Integration, Business Valuation, Restructuring, Project Finance, Finance, Financial Accounting, Auditing, Risk Management, Valuation, Forecasting, Business Process..., Cost Accounting, Investor Relations, Cash Management, Treasury Management, Managerial Finance, Internal Controls, Management Consulting, Accounting, IFRS, Strategic Financial..., Cash Flow Forecasting, Financial Audits, Consolidation, Divestitures, US GAAP, Working Capital..., Private Equity, Capital Budgeting, Financial Risk, Mining, Executive Management, Enterprise Risk..., Cash Flow, M&A experience, Corporate Governance
Education
McGill University 1996 — 1998
Master of Business Administration (MBA), General Management
Robert Walford's Bank of Montreal Experience 1987 - 1995
Job Real Estate Executive
Industry Real Estate
Experience
Ontario Lottery and Gaming Corporation 2008 - Present
Shoppers Drug Mart 2007 - 2008
McDonald's 2006 - 2007
Smart Centres ( formerly First Pro ) 2004 - 2006
Ontario Realty Corp (now Infrastructure Ontario) 2002 - 2004
BMO Nesbitt Burns 1995 - 2002
Bank of Montreal 1987 - 1995
National Capitol Commission 1986 - 1987
Qualico Developments 1981 - 1986
Education
University of Manitoba
MBA, Marketing & Finance
University of Nevada-Reno 2010 — 2010
Executive Development Program, Gaming, Gold Medal
University of Manitoba
MCP, City Planning
University of Manitoba
BES, Environmental Studies (Architecture)
McGill University
DCS, Diploma of Collegial Studies (Physical Sciences)
Ontario Lottery and Gaming Corporation 2008 - Present
Shoppers Drug Mart 2007 - 2008
McDonald's 2006 - 2007
Smart Centres ( formerly First Pro ) 2004 - 2006
Ontario Realty Corp (now Infrastructure Ontario) 2002 - 2004
BMO Nesbitt Burns 1995 - 2002
Bank of Montreal 1987 - 1995
National Capitol Commission 1986 - 1987
Qualico Developments 1981 - 1986
Education
University of Manitoba
MBA, Marketing & Finance
University of Nevada-Reno 2010 — 2010
Executive Development Program, Gaming, Gold Medal
University of Manitoba
MCP, City Planning
University of Manitoba
BES, Environmental Studies (Architecture)
McGill University
DCS, Diploma of Collegial Studies (Physical Sciences)
Douglas Owen Douglas Owen's Bank of Montreal Experience 1970 - 1988
Job Innovative leader enabling dramatic growth transforming fiscal control, enhancing governance and guiding restructuring
Industry Financial Services
Experience
Bank of New York Mellon July 2007 - May 2009
Mellon Financial Corporation February 1988 - June 2007
Bank of Montreal 1970 - 1988
Education
Institute of Canadian Bankers 1973 — 1979
Fellow
McGill University
Bachelor of Commerce
Bank of New York Mellon July 2007 - May 2009
Mellon Financial Corporation February 1988 - June 2007
Bank of Montreal 1970 - 1988
Education
Institute of Canadian Bankers 1973 — 1979
Fellow
McGill University
Bachelor of Commerce
Jean-Michel Gauthier Jean-Michel Gauthier's Bank of Montreal Experience May 2008 - August 2008
Job Research Associate at Scotia Capital
Industry Banking
Experience
Scotiabank Global Banking & Markets October 2011 - Present
PwC Consulting January 2011 - April 2011
North 51st Group June 2010 - August 2010
Exitus Investment Club January 2009 - June 2010
National Bank of Canada July 2009 - May 2010
CLB Sécurité April 2007 - December 2008
Bank of Montreal May 2008 - August 2008
Skills
Derivatives, Market Risk, VBA, Bloomberg, Portfolio Management, Valuation, Fixed Income, Trading, Investments, Equity Research, Financial Risk
Education
University of Toronto 2010 — 2011
Master, Mathematical Finance
McGill University 2006 — 2010
B.Com., Finance, Economics, Mathematics
Cegep Jean-de-Brébeuf 2004 — 2006
DEC, Pure and Applied Sciences
Scotiabank Global Banking & Markets October 2011 - Present
PwC Consulting January 2011 - April 2011
North 51st Group June 2010 - August 2010
Exitus Investment Club January 2009 - June 2010
National Bank of Canada July 2009 - May 2010
CLB Sécurité April 2007 - December 2008
Bank of Montreal May 2008 - August 2008
Skills
Derivatives, Market Risk, VBA, Bloomberg, Portfolio Management, Valuation, Fixed Income, Trading, Investments, Equity Research, Financial Risk
Education
University of Toronto 2010 — 2011
Master, Mathematical Finance
McGill University 2006 — 2010
B.Com., Finance, Economics, Mathematics
Cegep Jean-de-Brébeuf 2004 — 2006
DEC, Pure and Applied Sciences
Mario Durigon Mario Durigon's Bank of Montreal Experience June 1996 - November 1997
Job Partner, KPMG LLP
Industry Information Technology and Services
Experience
Canadian Institute of Chartered Accountants October 2011 - Present
KPMG LLP April 2001 - Present
PricewaterhouseCoopers December 1997 - April 2001
Bank of Montreal June 1996 - November 1997
Price Waterhouse September 1990 - May 1996
Skills
Auditing, Internal Controls, Assurance, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Enterprise Risk..., Canadian GAAP, Internal Audit, COSO, Risk Management, Service Organization..., External Audit, SAS70
Education
Laurentian University/Université Laurentienne 1986 — 1990
Hons B. Comm, Accounting
Canadian Institute of Chartered Accountants October 2011 - Present
KPMG LLP April 2001 - Present
PricewaterhouseCoopers December 1997 - April 2001
Bank of Montreal June 1996 - November 1997
Price Waterhouse September 1990 - May 1996
Skills
Auditing, Internal Controls, Assurance, IT Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Enterprise Risk..., Canadian GAAP, Internal Audit, COSO, Risk Management, Service Organization..., External Audit, SAS70
Education
Laurentian University/Université Laurentienne 1986 — 1990
Hons B. Comm, Accounting
Sean Podnar, CHRL's Bank of Montreal Experience 2001 - 2008
Job Director, Human Resources at Just Energy
Industry Human Resources
Experience
Just Energy April 2012 - Present
Just Energy January 2008 - April 2012
BMO Financial Group 2001 - 2008
Bank of Montreal 2001 - 2008
Art Technology Group January 2001 - August 2001
ePod January 2000 - December 2000
@tech Technology Staffing August 1998 - December 1999
Corporation of City of Thunder Bay January 1998 - August 1998
Skills
Employee Relations, Change Management, Payroll, Mergers, Talent Management, HRIS, Performance Management, Employer Branding, Organizational..., Leadership Development, Workforce Planning, Onboarding, Talent Acquisition, Applicant Tracking..., Technical Recruiting, College Recruiting, Employee Engagement, Recruiting, Internet Recruiting, Deferred Compensation, Human Resources, HR Policies, Employee Benefits, Leadership, Organizational Design, Management, Career Development, Taleo, Performance Appraisal, Vendor Management, Personnel Management, Strategy, Coaching, Succession Planning, Hiring, Project Management, Compensation, Process Improvement, Benefits Administration, Business Development, CRM, Employee Training, Interviews, Mergers, New Hire Orientations, Sourcing, Start-ups
Education
Confederation College 1995 — 1998
HR Management, Human Resources, HR Management
Lakehead University 1992 — 1995
Commerce
Just Energy April 2012 - Present
Just Energy January 2008 - April 2012
BMO Financial Group 2001 - 2008
Bank of Montreal 2001 - 2008
Art Technology Group January 2001 - August 2001
ePod January 2000 - December 2000
@tech Technology Staffing August 1998 - December 1999
Corporation of City of Thunder Bay January 1998 - August 1998
Skills
Employee Relations, Change Management, Payroll, Mergers, Talent Management, HRIS, Performance Management, Employer Branding, Organizational..., Leadership Development, Workforce Planning, Onboarding, Talent Acquisition, Applicant Tracking..., Technical Recruiting, College Recruiting, Employee Engagement, Recruiting, Internet Recruiting, Deferred Compensation, Human Resources, HR Policies, Employee Benefits, Leadership, Organizational Design, Management, Career Development, Taleo, Performance Appraisal, Vendor Management, Personnel Management, Strategy, Coaching, Succession Planning, Hiring, Project Management, Compensation, Process Improvement, Benefits Administration, Business Development, CRM, Employee Training, Interviews, Mergers, New Hire Orientations, Sourcing, Start-ups
Education
Confederation College 1995 — 1998
HR Management, Human Resources, HR Management
Lakehead University 1992 — 1995
Commerce
Bonnie. Schaefer Bonnie. Schaefer's Bank of Montreal Experience July 2011 - May 2013
Job Vice President, Senior Talent Development Consultant, Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Bank of Montreal July 2011 - May 2013
Public Allies Milwaukee December 2010 - May 2013
Marshall & Ilsley Corporation December 1988 - July 2011
Skills
Leadership Development, Change Management, Strategic Planning, Presentation Coaching, MBTI, Coaching, Talent Development, Team Management, Organizational...
Education
Marquette University 1984 — 1986
Graduate School of Business
University of Wisconsin-Whitewater 1975 — 1979
BA, Social Welfare
Robert W. Baird & Co. May 2013 - Present
Bank of Montreal July 2011 - May 2013
Public Allies Milwaukee December 2010 - May 2013
Marshall & Ilsley Corporation December 1988 - July 2011
Skills
Leadership Development, Change Management, Strategic Planning, Presentation Coaching, MBTI, Coaching, Talent Development, Team Management, Organizational...
Education
Marquette University 1984 — 1986
Graduate School of Business
University of Wisconsin-Whitewater 1975 — 1979
BA, Social Welfare
Mina Patel Mina Patel's Bank of Montreal Experience June 2000 - November 2001
Job Global Program Manager
Industry Human Resources
Experience
Aon August 2015 - Present
Aon June 2014 - Present
Aecon March 2012 - Present
KPMG International February 2011 - March 2012
Loblaw Companies Limited 2008 - 2011
Baker & McKenzie February 2007 - March 2008
Blake, Cassels & Graydon LLP April 2004 - February 2007
McCarthy Tetrault November 2001 - March 2003
Bank of Montreal June 2000 - November 2001
First Leisure Corporation Plc January 1998 - June 2000
Skills
Train the Trainer, Curriculum Mapping, Interviewing, Graduate Recruitment, Needs Analysis, Project Management, Virtual Teams, Global Networking, Instructional Design, Organizational..., Onboarding, Vendor Management, Vendor Contracts, ADDIE, Change Management, Culture Change, Performance Management, Building High..., Training, E-Learning, Training Delivery, Coaching, Leadership, Human Resources, Program Management, Strategy, Talent Management, Leadership Development, Organizational..., Management, Process Improvement, Workshop Facilitation
Education
MBTI Business Training Institute 2015 — 2015
MBTI Certified Practitioner, Certified
University of Toronto - Rotman School of Management 2013 — 2014
Women in Business
Sheridan College 2006 — 2008
Human Resource Management Certificate, Human Resource Planning, Certification
University of East London 1996 — 1998
Master of Science (M.Sc.), Occupational & Organizational Psychology
University of Westminster 1991 — 1994
Bachelor of Arts (B.A.), Social Sciences
Imperial College Toronto
TOEFL Qualification
University of Toronto - Rotman School of Management
Aon August 2015 - Present
Aon June 2014 - Present
Aecon March 2012 - Present
KPMG International February 2011 - March 2012
Loblaw Companies Limited 2008 - 2011
Baker & McKenzie February 2007 - March 2008
Blake, Cassels & Graydon LLP April 2004 - February 2007
McCarthy Tetrault November 2001 - March 2003
Bank of Montreal June 2000 - November 2001
First Leisure Corporation Plc January 1998 - June 2000
Skills
Train the Trainer, Curriculum Mapping, Interviewing, Graduate Recruitment, Needs Analysis, Project Management, Virtual Teams, Global Networking, Instructional Design, Organizational..., Onboarding, Vendor Management, Vendor Contracts, ADDIE, Change Management, Culture Change, Performance Management, Building High..., Training, E-Learning, Training Delivery, Coaching, Leadership, Human Resources, Program Management, Strategy, Talent Management, Leadership Development, Organizational..., Management, Process Improvement, Workshop Facilitation
Education
MBTI Business Training Institute 2015 — 2015
MBTI Certified Practitioner, Certified
University of Toronto - Rotman School of Management 2013 — 2014
Women in Business
Sheridan College 2006 — 2008
Human Resource Management Certificate, Human Resource Planning, Certification
University of East London 1996 — 1998
Master of Science (M.Sc.), Occupational & Organizational Psychology
University of Westminster 1991 — 1994
Bachelor of Arts (B.A.), Social Sciences
Imperial College Toronto
TOEFL Qualification
University of Toronto - Rotman School of Management
David Raza David Raza's Bank of Montreal Experience January 2001 - December 2004
Job Senior Relationship Manager BC Region at CUMIS
Industry Insurance
Experience
CUMIS Insurance January 2005 - Present
Bank of Montreal January 2001 - December 2004
Skills
Coaching, Change Management, Insurance, Credit, Data Analysis, Sales Management, Customer Relations, Account Management, Negotiation, Customer Service, Team Building, Team Leadership, Marketing Strategy, Market Research, Retail, First Time Home Buyers, Loans, Problem Solving, Vendor Relations, Marketing Communications, Mortgage Lending, Leadership, Banking, Sales, Management, Financial Services, Credit Unions, Underwriting, Analysis, Financial Analysis, Finance, Relationship Management, Risk Management, Forecasting, Training, Portfolio Management, Financial Risk, Wealth Management, Mutual Funds, Retail Banking, Investments, Business Analysis, Lines Of Credit, Retirement, Commercial Mortgages, Commercial Banking, Disability Insurance, Credit Analysis, Cross Selling, Credit Risk
Education
Simon Fraser University 1994 — 1995
Business Administration
Langara College 1991 — 1994
Marketing Diploma
CUMIS Insurance January 2005 - Present
Bank of Montreal January 2001 - December 2004
Skills
Coaching, Change Management, Insurance, Credit, Data Analysis, Sales Management, Customer Relations, Account Management, Negotiation, Customer Service, Team Building, Team Leadership, Marketing Strategy, Market Research, Retail, First Time Home Buyers, Loans, Problem Solving, Vendor Relations, Marketing Communications, Mortgage Lending, Leadership, Banking, Sales, Management, Financial Services, Credit Unions, Underwriting, Analysis, Financial Analysis, Finance, Relationship Management, Risk Management, Forecasting, Training, Portfolio Management, Financial Risk, Wealth Management, Mutual Funds, Retail Banking, Investments, Business Analysis, Lines Of Credit, Retirement, Commercial Mortgages, Commercial Banking, Disability Insurance, Credit Analysis, Cross Selling, Credit Risk
Education
Simon Fraser University 1994 — 1995
Business Administration
Langara College 1991 — 1994
Marketing Diploma
Shawn Boire, CFA Shawn Boire, CFA's Bank of Montreal Experience January 1998 - August 1998
Job Principal at Boire Consulting
Industry Investment Management
Experience
Boire Consulting Mentoring Program June 2012 - Present
Boire Consulting July 2011 - Present
Independent November 2009 - 2011
BluMont Capital August 2007 - November 2009
Fidelity February 2000 - June 2007
Bank of Montreal January 1998 - August 1998
Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Portfolio Management, Capital Markets, Investment Management, Investment Advisory, Investor Relations, Analysis, Business Analysis, Strategy, Equity Valuation, Mentoring, Financial Advisory, Wealth Management
Education
McGill University 1996 — 1999
Management
Marianopolis College 1994 — 1996
Cegep
loyola high school 1989 — 1994
Boire Consulting Mentoring Program June 2012 - Present
Boire Consulting July 2011 - Present
Independent November 2009 - 2011
BluMont Capital August 2007 - November 2009
Fidelity February 2000 - June 2007
Bank of Montreal January 1998 - August 1998
Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Portfolio Management, Capital Markets, Investment Management, Investment Advisory, Investor Relations, Analysis, Business Analysis, Strategy, Equity Valuation, Mentoring, Financial Advisory, Wealth Management
Education
McGill University 1996 — 1999
Management
Marianopolis College 1994 — 1996
Cegep
loyola high school 1989 — 1994
Michel Lazure Michel Lazure's Bank of Montreal Experience July 2006 - January 2009
Job President at ACE Canada Conseils et Services Inc.
Industry Venture Capital & Private Equity
Experience
ACE Canada Conseils et Services Inc. February 2013 - Present
Deloitte & Touche Corporate Finance Canada Inc. May 2011 - December 2012
Business Development Bank of Canada January 2010 - November 2010
Norvest Capital Partners Inc. January 1998 - December 2009
Bank of Montreal July 2006 - January 2009
GE Capital October 1996 - January 1998
Penfund Management Limited October 1991 - October 1996
National Bank of Canada August 1990 - October 1991
National Bank of Canada February 1990 - August 1990
National Bank Financial July 1985 - February 1990
Skills
Corporate Finance, Private Equity, Investment Banking, Mezzanine, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1983 — 1985
M.B.A., Finance
McGill University 1978 — 1981
B.A., Economics
Collège Jean-de-Brébeuf 1976 — 1978
DEC
Westmount High School 1971 — 1976
ACE Canada Conseils et Services Inc. February 2013 - Present
Deloitte & Touche Corporate Finance Canada Inc. May 2011 - December 2012
Business Development Bank of Canada January 2010 - November 2010
Norvest Capital Partners Inc. January 1998 - December 2009
Bank of Montreal July 2006 - January 2009
GE Capital October 1996 - January 1998
Penfund Management Limited October 1991 - October 1996
National Bank of Canada August 1990 - October 1991
National Bank of Canada February 1990 - August 1990
National Bank Financial July 1985 - February 1990
Skills
Corporate Finance, Private Equity, Investment Banking, Mezzanine, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1983 — 1985
M.B.A., Finance
McGill University 1978 — 1981
B.A., Economics
Collège Jean-de-Brébeuf 1976 — 1978
DEC
Westmount High School 1971 — 1976
Henry Chu Henry Chu's Bank of Montreal Experience 1988 - 1993
Job Entergy RTO Settlements
Industry Utilities
Experience
Entergy May 2014 - Present
Midwest ISO March 2012 - April 2014
Midwest ISO 2004 - March 2012
Powerex 2002 - 2003
Powerex 2000 - 2002
Powerex 1998 - 2000
BC Hydro 1993 - 1998
Bank of Montreal 1988 - 1993
Skills
Financial Analysis, Data Analysis, Business Analysis, Analysis, Energy, Customer Service, Energy Markets, Commodity Markets, Electricity Markets, Electric Power, Business Intelligence, Requirements Gathering, Management, Smart Grid, Business Process..., Process Improvement, Business Process, Risk Management, Power Systems, Forecasting, Access, Project Management, Team Leadership, Financial Modeling, Program Management, Project Planning, Visio, SDLC
Education
University of Phoenix 2001 — 2003
MBA
Simon Fraser University 1984 — 1987
BBA, Accounting/HR
Langara College 1982 — 1984
Entergy May 2014 - Present
Midwest ISO March 2012 - April 2014
Midwest ISO 2004 - March 2012
Powerex 2002 - 2003
Powerex 2000 - 2002
Powerex 1998 - 2000
BC Hydro 1993 - 1998
Bank of Montreal 1988 - 1993
Skills
Financial Analysis, Data Analysis, Business Analysis, Analysis, Energy, Customer Service, Energy Markets, Commodity Markets, Electricity Markets, Electric Power, Business Intelligence, Requirements Gathering, Management, Smart Grid, Business Process..., Process Improvement, Business Process, Risk Management, Power Systems, Forecasting, Access, Project Management, Team Leadership, Financial Modeling, Program Management, Project Planning, Visio, SDLC
Education
University of Phoenix 2001 — 2003
MBA
Simon Fraser University 1984 — 1987
BBA, Accounting/HR
Langara College 1982 — 1984
Carolyn McGill Carolyn McGill's Bank of Montreal Experience July 1989 - November 1994
Job
Industry Executive Office
Experience
Kids Help Phone June 2015 - Present
Canadian Journalism Foundation June 2012 - May 2015
Kid's Help Phone May 2010 - May 2015
CNW Group September 2008 - August 2013
CNW Group January 2003 - August 2008
CNW Group April 1999 - January 2003
Thomas Cook August 1997 - April 1999
TD Canada Trust November 1994 - August 1997
Bank of Montreal July 1989 - November 1994
Brendan Wood International January 1988 - July 1989
Skills
Investor Relations, Social Media, Product Management, Product Development, B2B Marketing, Marketing, Mergers, Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Public Relations, Entrepreneurship, Leadership, Strategy, Business Strategy, Competitive Analysis, Management, Strategic Planning, Market Research
Education
York University - Schulich School of Business 1986 — 1988
Master in Business Administration, Marketing/Marketing Management, General
McGill University 1981 — 1984
BA, Political Science
Marianopolis College 1979 — 1981
Kids Help Phone June 2015 - Present
Canadian Journalism Foundation June 2012 - May 2015
Kid's Help Phone May 2010 - May 2015
CNW Group September 2008 - August 2013
CNW Group January 2003 - August 2008
CNW Group April 1999 - January 2003
Thomas Cook August 1997 - April 1999
TD Canada Trust November 1994 - August 1997
Bank of Montreal July 1989 - November 1994
Brendan Wood International January 1988 - July 1989
Skills
Investor Relations, Social Media, Product Management, Product Development, B2B Marketing, Marketing, Mergers, Corporate Communications, Strategic Communications, Media Relations, Internal Communications, Public Relations, Entrepreneurship, Leadership, Strategy, Business Strategy, Competitive Analysis, Management, Strategic Planning, Market Research
Education
York University - Schulich School of Business 1986 — 1988
Master in Business Administration, Marketing/Marketing Management, General
McGill University 1981 — 1984
BA, Political Science
Marianopolis College 1979 — 1981
Naomi Ballon Naomi Ballon's Bank of Montreal Experience 1995 - 1996
Job Secretary to the Board
Industry Nonprofit Organization Management
Experience
Mental Health Commission of Canada August 2010 - Present
Luxetier August 2008 - July 2010
Deloitte 2007 - 2008
Deloitte 2004 - 2007
Deloitte 2000 - 2004
Deloitte 1998 - 2000
Deloitte 1996 - 1998
Bank of Montreal 1995 - 1996
Bank of Montreal 1994 - 1995
Bank of Montreal August 1992 - 1994
Skills
Project Management, Operations Management, Global Assignments, Strategic Planning, Change Management, Due Diligence, Management Consulting, Financial Modeling, Risk Management, Governance, Leadership, Strategy, Accounting, Mergers & Acquisitions, Executive Management, Policy, Recruiting, Fundraising, Organizational..., Management, Program Management, Nonprofits, Research, Public Policy, Leadership Development, Strategic Communications, Policy Analysis, International Relations, Corporate Governance, Workshop Facilitation, Stakeholder Engagement, Public Relations, Business Process..., Community Development, Government, Community Outreach, Restructuring
Education
York University - Osgoode Hall Law School 1983 — 1986
Bachelor of Laws
McGill University 1980 — 1983
Bachelor of Commerce
Mental Health Commission of Canada August 2010 - Present
Luxetier August 2008 - July 2010
Deloitte 2007 - 2008
Deloitte 2004 - 2007
Deloitte 2000 - 2004
Deloitte 1998 - 2000
Deloitte 1996 - 1998
Bank of Montreal 1995 - 1996
Bank of Montreal 1994 - 1995
Bank of Montreal August 1992 - 1994
Skills
Project Management, Operations Management, Global Assignments, Strategic Planning, Change Management, Due Diligence, Management Consulting, Financial Modeling, Risk Management, Governance, Leadership, Strategy, Accounting, Mergers & Acquisitions, Executive Management, Policy, Recruiting, Fundraising, Organizational..., Management, Program Management, Nonprofits, Research, Public Policy, Leadership Development, Strategic Communications, Policy Analysis, International Relations, Corporate Governance, Workshop Facilitation, Stakeholder Engagement, Public Relations, Business Process..., Community Development, Government, Community Outreach, Restructuring
Education
York University - Osgoode Hall Law School 1983 — 1986
Bachelor of Laws
McGill University 1980 — 1983
Bachelor of Commerce
Alexander Lee Alexander Lee's Bank of Montreal Experience August 2011 - February 2012
Job Assistant Investment Advisor
Industry Financial Services
Experience
TD Wealth February 2012 - Present
Queen's University Alternative Assets Fund July 2013 - May 2014
Queen's School of Business June 2013 - May 2014
NAAAP Toronto March 2012 - November 2012
National Finance Students Association October 2008 - May 2012
Bank of Montreal August 2011 - February 2012
Edward Jones January 2010 - October 2010
York University July 2009 - September 2009
York Business Network June 2008 - August 2009
Skills
Office Suite (Word,..., Mutual Funds, Equities, Microsoft Office, Investments, Wealth Management, Customer Relations, Teamwork, Public Speaking, Problem Solving, Strategic Planning, Customer Service, Leadership, Strategy, Financial Analysis, Communication, Practice Management, Valuation, Financial Modeling, Accounting, Business Strategy, Microsoft Excel, Time Management, Financial Reporting, Economics, Marketing, Banking, Program Management
Education
Queen's University 2013 — 2014
Master of Finance
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2007 — 2010
BAS, Finance
Massachusetts Institute of Technology 2008 — 2008
Professional Education, Demand-Driven Supply Chain Management
TD Wealth February 2012 - Present
Queen's University Alternative Assets Fund July 2013 - May 2014
Queen's School of Business June 2013 - May 2014
NAAAP Toronto March 2012 - November 2012
National Finance Students Association October 2008 - May 2012
Bank of Montreal August 2011 - February 2012
Edward Jones January 2010 - October 2010
York University July 2009 - September 2009
York Business Network June 2008 - August 2009
Skills
Office Suite (Word,..., Mutual Funds, Equities, Microsoft Office, Investments, Wealth Management, Customer Relations, Teamwork, Public Speaking, Problem Solving, Strategic Planning, Customer Service, Leadership, Strategy, Financial Analysis, Communication, Practice Management, Valuation, Financial Modeling, Accounting, Business Strategy, Microsoft Excel, Time Management, Financial Reporting, Economics, Marketing, Banking, Program Management
Education
Queen's University 2013 — 2014
Master of Finance
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 2007 — 2010
BAS, Finance
Massachusetts Institute of Technology 2008 — 2008
Professional Education, Demand-Driven Supply Chain Management
David Saffran David Saffran's Bank of Montreal Experience 1986 - 1990
Job Owner at David Saffran Consulting 4168070344 www.davidsaffranconsulting.com
Industry Market Research
Experience
David Saffran Consulting 2010 - Present
Ipsos 1998 - 2010
Bank of Montreal 1986 - 1990
Bank of Montreal 1980 - 1986
Skills
Strategic Planning, Market Research, Marketing Research, Customer Insight, Analysis, Strategic Communications, Project Planning, Advertising Research, Consumer Behaviour, Focus Groups, Segmentation, Competitive Intelligence, Quantitative Research
Education
York University - Schulich School of Business 1973 — 1975
MBA
McGill University 1968 — 1972
David Saffran Consulting 2010 - Present
Ipsos 1998 - 2010
Bank of Montreal 1986 - 1990
Bank of Montreal 1980 - 1986
Skills
Strategic Planning, Market Research, Marketing Research, Customer Insight, Analysis, Strategic Communications, Project Planning, Advertising Research, Consumer Behaviour, Focus Groups, Segmentation, Competitive Intelligence, Quantitative Research
Education
York University - Schulich School of Business 1973 — 1975
MBA
McGill University 1968 — 1972
Christopher Bonnar Christopher Bonnar's Bank of Montreal Experience April 2012 - August 2013
Job Analyst, Alternative Investment Operations at OMERS
Industry Capital Markets
Experience
OMERS May 2014 - Present
Scotiabank September 2013 - April 2014
Bank of Montreal April 2012 - August 2013
AGF Investments Inc. September 2010 - December 2011
Montblanc Investment Corporation January 2009 - August 2009
Investors Group June 2008 - October 2008
Skills
Equities, Investments, Options, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Finance
McGill University 2005 — 2008
Bachelor of Commerce, Finance
Canadian Securities Institute
Additional Achievements, Interests and Extracurriculars
OMERS May 2014 - Present
Scotiabank September 2013 - April 2014
Bank of Montreal April 2012 - August 2013
AGF Investments Inc. September 2010 - December 2011
Montblanc Investment Corporation January 2009 - August 2009
Investors Group June 2008 - October 2008
Skills
Equities, Investments, Options, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Finance
McGill University 2005 — 2008
Bachelor of Commerce, Finance
Canadian Securities Institute
Additional Achievements, Interests and Extracurriculars
Cameron Malchow Cameron Malchow's Bank of Montreal Experience September 2004 - January 2007
Job Speciality Sales Level 3 at Home Depot At Home Services
Industry Construction
Experience
Home Depot At Home Services March 2011 - Present
CIBC Imperial Services and Business Banking October 2009 - March 2010
ATB Financial January 2007 - September 2009
Bank of Montreal September 2004 - January 2007
Skills
Microsoft Office 2007, Conflict Resolution, Risk Management
Education
Grant Macewan College 2003 — 2004
Diploma, Management Studies
Home Depot At Home Services March 2011 - Present
CIBC Imperial Services and Business Banking October 2009 - March 2010
ATB Financial January 2007 - September 2009
Bank of Montreal September 2004 - January 2007
Skills
Microsoft Office 2007, Conflict Resolution, Risk Management
Education
Grant Macewan College 2003 — 2004
Diploma, Management Studies
Frank Grigg, CPA, CA Frank Grigg, CPA, CA's Bank of Montreal Experience July 1984 - December 1989
Job at
Industry Financial Services
Experience
Alterna Savings November 2009 - Present
Manulife Financial August 1996 - March 2009
Ernst & Young January 1995 - August 1996
Royal Trust January 1990 - December 1994
Bank of Montreal July 1984 - December 1989
PricewaterhouseCoopers August 1975 - June 1984
Skills
Audit, IT Audit, Risk, Governance, Auditing, Financial Risk, Recruiting, Enterprise Risk..., Risk Management, Internal Audit, Internal Controls, Operational Risk..., CISA, Sarbanes-Oxley Act, Risk Assessment, Process Improvement, Business Process..., Financial Services, Leadership, Financial Reporting, Accounting, Insurance, IFRS, Banking, Strategic Financial..., Corporate Governance, Financial Analysis, Finance
Education
Ontario Institute of Chartered Accountants 1975 — 1978
CPA, CA (Chartered Accountant)
McGill University 1971 — 1975
B Comm
Alterna Savings November 2009 - Present
Manulife Financial August 1996 - March 2009
Ernst & Young January 1995 - August 1996
Royal Trust January 1990 - December 1994
Bank of Montreal July 1984 - December 1989
PricewaterhouseCoopers August 1975 - June 1984
Skills
Audit, IT Audit, Risk, Governance, Auditing, Financial Risk, Recruiting, Enterprise Risk..., Risk Management, Internal Audit, Internal Controls, Operational Risk..., CISA, Sarbanes-Oxley Act, Risk Assessment, Process Improvement, Business Process..., Financial Services, Leadership, Financial Reporting, Accounting, Insurance, IFRS, Banking, Strategic Financial..., Corporate Governance, Financial Analysis, Finance
Education
Ontario Institute of Chartered Accountants 1975 — 1978
CPA, CA (Chartered Accountant)
McGill University 1971 — 1975
B Comm
Phil Large Phil Large's Bank of Montreal Experience August 2002 - March 2005
Job Strategic Business Advisor, Risk Management & Business Operations
Industry Financial Services
Experience
BMO Financial Group January 2011 - Present
Independent Consultant April 2010 - November 2010
BMO Financial Group 2005 - October 2010
Bank of Montreal August 2002 - March 2005
CIBC 1998 - 2001
CIBC 1997 - 1998
Skills
Business Strategy, Risk Management, Sales Management, Program Management, Management Consulting, Strategy, Finance, Commercial Banking, Leadership, Change Management, Financial Analysis, Portfolio Management, Governance, Banking, Performance Management, Management
Education
York University - Schulich School of Business 2004 — 2005
Masters Certificate, Risk Management
London Business School 2001 — 2002
MSc, Masters in Finance
Queen's University 1988 — 1993
BSc, Biology
BMO Financial Group January 2011 - Present
Independent Consultant April 2010 - November 2010
BMO Financial Group 2005 - October 2010
Bank of Montreal August 2002 - March 2005
CIBC 1998 - 2001
CIBC 1997 - 1998
Skills
Business Strategy, Risk Management, Sales Management, Program Management, Management Consulting, Strategy, Finance, Commercial Banking, Leadership, Change Management, Financial Analysis, Portfolio Management, Governance, Banking, Performance Management, Management
Education
York University - Schulich School of Business 2004 — 2005
Masters Certificate, Risk Management
London Business School 2001 — 2002
MSc, Masters in Finance
Queen's University 1988 — 1993
BSc, Biology
Ravi Adayapalam's Bank of Montreal Experience September 2005 - October 2007
Job Business Analyst/ Accountant/ Team Lead currently exploring new opportunities in training and development
Industry Professional Training & Coaching
Experience
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
BMO Financial Group October 2007 - July 2015
Bank of Montreal September 2005 - October 2007
BMO Nesbitt Burns 2001 - 2005
Skills
Learning Management, Blended Learning, Leadership Development, Change Management, Talent Identification..., Accounting and Finance, Reporting,...
Education
University of Toronto - Ontario Institute for Studies in Education 2010 — 2011
Certification in Adult Training, Workforce Development and Training
Madurai Kamaraj University
Master of Commerce (M.Com.), Accounting and Finance
University of Madras 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting and Finance
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course & Derivatives Fundamentals Course
Cyanne Wang Cyanne Wang's Bank of Montreal Experience November 2010 - May 2012
Job Client Architect Insurance Vertical at CGI
Industry Information Technology and Services
Experience
CGI May 2012 - Present
Bank of Montreal November 2010 - May 2012
IBM Canada 2009 - 2010
IBM Canada 2001 - 2009
IBM Canada 2000 - 2001
Skills
IT Strategy, Solution Architecture, Architecture, TOGAF, Enterprise Architecture, SOA, ESB, Websphere, Middleware, Data Center, IT Service Management, Servers, ITIL, Application Architecture, Java Enterprise Edition, Infrastructure, SDLC, Integration, WebSphere, Storage
Education
Lakehead University 1999 — 2001
Master, Computer Science
WuHan University of Science and Technology. P.R. China
B.SC (Honors), Computer Science
CGI May 2012 - Present
Bank of Montreal November 2010 - May 2012
IBM Canada 2009 - 2010
IBM Canada 2001 - 2009
IBM Canada 2000 - 2001
Skills
IT Strategy, Solution Architecture, Architecture, TOGAF, Enterprise Architecture, SOA, ESB, Websphere, Middleware, Data Center, IT Service Management, Servers, ITIL, Application Architecture, Java Enterprise Edition, Infrastructure, SDLC, Integration, WebSphere, Storage
Education
Lakehead University 1999 — 2001
Master, Computer Science
WuHan University of Science and Technology. P.R. China
B.SC (Honors), Computer Science
Brett New Brett New's Bank of Montreal Experience June 1999 - August 2001
Job Managing Director, Debt Advisory at PricewaterhouseCoopers Corporate Finance Inc.
Industry Investment Management
Experience
PricewaterhouseCoopers Corporate Finance Inc. August 2015 - Present
QMX Gold Corp. August 2013 - July 2015
Forbes & Manhattan Group June 2011 - July 2015
Diversified Global Asset Management November 2006 - June 2011
Scotia Capital June 2005 - August 2006
UBS Investment Bank June 2004 - March 2005
Scotia Capital November 2002 - May 2004
Bank of Montreal June 1999 - August 2001
Credit Lyonnais October 1997 - June 1999
Skills
Deal Structuring, Oil, Mergers, Portfolio Management, Negotiation, Debt Structuring, Equities, Commodities, Hedge Funds, Alternative Investments, Fund Of Funds, Investment Banking, Corporate Finance, Due Diligence, Upstream, Mining, Commodity, Structured Finance, Petroleum, Emerging Markets, Financial Structuring, Financial Modeling, Capital Markets, Asset Management, Project Finance, Corporate Development, Restructuring, Funding, Mergers & Acquisitions
Education
London Business School 2001 — 2002
Masters, Finance
University of Saskatchewan 1993 — 1997
B. Comm, Finance
PricewaterhouseCoopers Corporate Finance Inc. August 2015 - Present
QMX Gold Corp. August 2013 - July 2015
Forbes & Manhattan Group June 2011 - July 2015
Diversified Global Asset Management November 2006 - June 2011
Scotia Capital June 2005 - August 2006
UBS Investment Bank June 2004 - March 2005
Scotia Capital November 2002 - May 2004
Bank of Montreal June 1999 - August 2001
Credit Lyonnais October 1997 - June 1999
Skills
Deal Structuring, Oil, Mergers, Portfolio Management, Negotiation, Debt Structuring, Equities, Commodities, Hedge Funds, Alternative Investments, Fund Of Funds, Investment Banking, Corporate Finance, Due Diligence, Upstream, Mining, Commodity, Structured Finance, Petroleum, Emerging Markets, Financial Structuring, Financial Modeling, Capital Markets, Asset Management, Project Finance, Corporate Development, Restructuring, Funding, Mergers & Acquisitions
Education
London Business School 2001 — 2002
Masters, Finance
University of Saskatchewan 1993 — 1997
B. Comm, Finance
Thespena Kanakos's Bank of Montreal Experience October 2008 - Present
Job Sales Coordinator at Sandman Hotel Group
Industry Marketing and Advertising
Experience
Sandman Hotel Group July 2013 - Present
Sandman Hotel Group February 2011 - Present
Bank of Montreal October 2008 - Present
Skills
Marketing, Social Media, Customer Service, Teamwork, Event Planning, Retail, Public Speaking, Management, Team Leadership, Leadership, Market Research, Event Management, Customer Satisfaction, Time Management
Education
Masaryk University Brno 2011 — 2011
Business
University of Victoria - Peter B. Gustavson School of Business 2009 — 2011
Bachelor, Commerce; Management
Vancouver Community College 2006 — 2009
Hospitality Management Diploma
Sandman Hotel Group July 2013 - Present
Sandman Hotel Group February 2011 - Present
Bank of Montreal October 2008 - Present
Skills
Marketing, Social Media, Customer Service, Teamwork, Event Planning, Retail, Public Speaking, Management, Team Leadership, Leadership, Market Research, Event Management, Customer Satisfaction, Time Management
Education
Masaryk University Brno 2011 — 2011
Business
University of Victoria - Peter B. Gustavson School of Business 2009 — 2011
Bachelor, Commerce; Management
Vancouver Community College 2006 — 2009
Hospitality Management Diploma
Darlene Thibault Darlene Thibault's Bank of Montreal Experience June 2015 - Present
Job Director Equipment Leasing Corporate Finance at Bank of Montreal
Industry Banking
Experience
Bank of Montreal June 2015 - Present
Export Development Canada 2010 - Present
Scotia Bank 2004 - June 2015
HSBC Bank Canada 2002 - 2004
Skills
Commercial Banking, Credit, Banking, Credit Analysis, Commercial Lending, Portfolio Management
Education
McGill University 1987 — 1990
B.A., Political Science, Economics
William white
Bank of Montreal June 2015 - Present
Export Development Canada 2010 - Present
Scotia Bank 2004 - June 2015
HSBC Bank Canada 2002 - 2004
Skills
Commercial Banking, Credit, Banking, Credit Analysis, Commercial Lending, Portfolio Management
Education
McGill University 1987 — 1990
B.A., Political Science, Economics
William white
Kathleen Gillis, MCPM, PMP 2005 Kathleen Gillis, MCPM, PMP 2005's Bank of Montreal Experience March 2004 - June 2009
Job Principal Consultant at KL Gillis
Industry Financial Services
Experience
BMO Financial Group August 2013 - Present
KL Gillis 2006 - Present
Sunlife October 2012 - June 2013
Standards Council of Canada January 2012 - January 2013
BMO Bank of Montreal June 2009 - September 2012
Bank of Montreal - Office of Strategic Management August 2011 - January 2012
KL Gillis October 2009 - November 2010
Bank of Montreal March 2004 - June 2009
KL Gillis November 2008 - January 2009
George Brown College September 2003 - December 2004
Skills
PMP, PMO, Project Management, Change Management, SDLC, Program Management, Process Improvement, Business Analysis, Requirements Gathering, Vendor Management, Project Delivery, IT Management, Business Process, Consulting, Public Speaking, Management, Cross-functional Team..., Critical Thinking, Integration, Requirements Analysis, Leadership, Standards Compliance, Risk Management, Governance, Strategy, Standards Development, Training, Adult Education, Project Portfolio..., Project Planning, Business Process..., Enterprise Architecture, Resource Management, Software Documentation, Software Project..., CRM, Software Development, Analysis, Business Intelligence, Testing, Stakeholder Management, Budgets, Technical Writing, Proposal Writing, IT Service Management, Facilitation, IT Strategy, Team Leadership, Strategic Planning, Mentoring
Education
McGill University 2009 — 2009
Desautel Executive Training - Strategic Planning and Execution
Bank of Montreal IFL 1997 — 2009
Level 3 PM, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
York University 2000 — 2002
Masters Certificate, Project Management
Various courses in human dynamics and profiling 1993 — 2000
C.Ht., Hypnotherapy, NLP, language related to cognition
Bates Project Management 1996 — 1996
Project Management
Niagara College 1983 — 1984
Program: Business and Computing, Business and Computing Applications
IIL
BMO Financial Group August 2013 - Present
KL Gillis 2006 - Present
Sunlife October 2012 - June 2013
Standards Council of Canada January 2012 - January 2013
BMO Bank of Montreal June 2009 - September 2012
Bank of Montreal - Office of Strategic Management August 2011 - January 2012
KL Gillis October 2009 - November 2010
Bank of Montreal March 2004 - June 2009
KL Gillis November 2008 - January 2009
George Brown College September 2003 - December 2004
Skills
PMP, PMO, Project Management, Change Management, SDLC, Program Management, Process Improvement, Business Analysis, Requirements Gathering, Vendor Management, Project Delivery, IT Management, Business Process, Consulting, Public Speaking, Management, Cross-functional Team..., Critical Thinking, Integration, Requirements Analysis, Leadership, Standards Compliance, Risk Management, Governance, Strategy, Standards Development, Training, Adult Education, Project Portfolio..., Project Planning, Business Process..., Enterprise Architecture, Resource Management, Software Documentation, Software Project..., CRM, Software Development, Analysis, Business Intelligence, Testing, Stakeholder Management, Budgets, Technical Writing, Proposal Writing, IT Service Management, Facilitation, IT Strategy, Team Leadership, Strategic Planning, Mentoring
Education
McGill University 2009 — 2009
Desautel Executive Training - Strategic Planning and Execution
Bank of Montreal IFL 1997 — 2009
Level 3 PM, Project Management
Project Management Institute 2005 — 2005
PMP, Project Management
York University 2000 — 2002
Masters Certificate, Project Management
Various courses in human dynamics and profiling 1993 — 2000
C.Ht., Hypnotherapy, NLP, language related to cognition
Bates Project Management 1996 — 1996
Project Management
Niagara College 1983 — 1984
Program: Business and Computing, Business and Computing Applications
IIL
Laura Lam Laura Lam's Bank of Montreal Experience May 2008 - August 2008
Job Legal Counsel, Office of Mergers & Acquisitions at Ontario Securities Commission
Industry Capital Markets
Experience
Ontario Securities Commission May 2013 - Present
Ontario Securities Commission June 2011 - May 2013
Ontario Securities Commission August 2010 - June 2011
Legal Services Branch, Ministry of Consumer Services May 2009 - August 2009
Bank of Montreal May 2008 - August 2008
Skills
Securities Regulation, Legal Research, Administrative Law, Securities Law, Legal Writing, Securities Litigation, Mergers & Acquisitions, Proxy Voting
Education
University of Toronto 2007 — 2010
Juris Doctor, Law
McGill University 2003 — 2007
Bachelor of Commerce, Joint Honours in Economics and Finance
Ontario Securities Commission May 2013 - Present
Ontario Securities Commission June 2011 - May 2013
Ontario Securities Commission August 2010 - June 2011
Legal Services Branch, Ministry of Consumer Services May 2009 - August 2009
Bank of Montreal May 2008 - August 2008
Skills
Securities Regulation, Legal Research, Administrative Law, Securities Law, Legal Writing, Securities Litigation, Mergers & Acquisitions, Proxy Voting
Education
University of Toronto 2007 — 2010
Juris Doctor, Law
McGill University 2003 — 2007
Bachelor of Commerce, Joint Honours in Economics and Finance
Gloria Adikankwu Gloria Adikankwu's Bank of Montreal Experience 2010 - 2011
Job Project Manager/IT Consultant
Industry Information Technology and Services
Experience
Glokaine Consulting Inc. 2000 - Present
TTC 2014 - 2014
Education Quality and Accountability Office (EQAO) 2013 - 2013
BMO Capital Markets 2012 - 2013
OnX Enterprise Solutions 2011 - 2012
Bank of Montreal 2010 - 2011
TD Securities 2009 - 2010
Broadridge Financial Solutions 2008 - 2009
Ministry of Finance 2007 - 2008
National Bank of Canada 2001 - 2006
Skills
Business Analysis, Agile Methodologies, Requirements Analysis, Systems Analysis, Financial Reporting, Enterprise Architecture, Banking, Requirements Gathering, Change Management, Analysis, Visio, SDLC, UML, MS Project, Process Engineering, Documentations, Vendor Management, Process Improvement, Capital Markets, Wealth Management, Test Cases, User Acceptance Testing, CRM Integration, Salesforce.com, Fixed Income, Equity..., Project Management, Business Process, Quality Assurance, Business Requirements, Business Intelligence, Business Process Design, Consulting, Resource Management, PMP, Integration, Gap Analysis, Software Documentation, Testing, Business Process Mapping, Agile Project Management, Business Process..., Business Process..., Project Portfolio..., Software Project..., SOA, IT Strategy, Data Warehousing, Data Modeling, PMO, Information Technology
Education
DeVry Institute Of Technology, Toronto, Canada
Post Graduate Diploma, Information Technology, Deans list
London Metropolitan University
B.A. Hons, Business Economics & Finance
Glokaine Consulting Inc. 2000 - Present
TTC 2014 - 2014
Education Quality and Accountability Office (EQAO) 2013 - 2013
BMO Capital Markets 2012 - 2013
OnX Enterprise Solutions 2011 - 2012
Bank of Montreal 2010 - 2011
TD Securities 2009 - 2010
Broadridge Financial Solutions 2008 - 2009
Ministry of Finance 2007 - 2008
National Bank of Canada 2001 - 2006
Skills
Business Analysis, Agile Methodologies, Requirements Analysis, Systems Analysis, Financial Reporting, Enterprise Architecture, Banking, Requirements Gathering, Change Management, Analysis, Visio, SDLC, UML, MS Project, Process Engineering, Documentations, Vendor Management, Process Improvement, Capital Markets, Wealth Management, Test Cases, User Acceptance Testing, CRM Integration, Salesforce.com, Fixed Income, Equity..., Project Management, Business Process, Quality Assurance, Business Requirements, Business Intelligence, Business Process Design, Consulting, Resource Management, PMP, Integration, Gap Analysis, Software Documentation, Testing, Business Process Mapping, Agile Project Management, Business Process..., Business Process..., Project Portfolio..., Software Project..., SOA, IT Strategy, Data Warehousing, Data Modeling, PMO, Information Technology
Education
DeVry Institute Of Technology, Toronto, Canada
Post Graduate Diploma, Information Technology, Deans list
London Metropolitan University
B.A. Hons, Business Economics & Finance
Angelo Massotti Angelo Massotti's Bank of Montreal Experience January 1987 - January 2005
Job UNITED REAL ESTATE BROKERS OF QUEBEC
Industry Real Estate
Experience
UNITED REAL ESTATE BROKERS May 2012 - Present
EXIT Realty January 2009 - April 2012
Bank Of Montreal January 1987 - January 2005
Skills
real estate knowledge, Financing knowledge, Management skills, Investors, Management Skills, New Home Sales, REO, Asset, Negotiation, Sellers, Business Services, Contract Negotiation, Business, Business Development
Education
McGill University 1981 — 1984
bachelors of commerce
Vanier College
UNITED REAL ESTATE BROKERS May 2012 - Present
EXIT Realty January 2009 - April 2012
Bank Of Montreal January 1987 - January 2005
Skills
real estate knowledge, Financing knowledge, Management skills, Investors, Management Skills, New Home Sales, REO, Asset, Negotiation, Sellers, Business Services, Contract Negotiation, Business, Business Development
Education
McGill University 1981 — 1984
bachelors of commerce
Vanier College
Niraj Kadakia Niraj Kadakia's Bank of Montreal Experience November 2008 - July 2009
Job Pharmacy Intern at Walmart
Industry Pharmaceuticals
Experience
Walmart August 2015 - Present
Loblaw Companies Limited January 2014 - Present
Morneau Shepell May 2012 - September 2012
Loblaw Companies Limited May 2010 - September 2010
Bank of Montreal November 2008 - July 2009
TigerDirect.com November 2008 - May 2009
L-3 Communications May 2006 - August 2007
Skills
Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Team Leadership, Time Management, PowerPoint, Microsoft Word, Leadership, Research, Data Entry, Public Speaking
Education
Liverpool John Moores University 2009 — 2013
Masters of Pharmacy (MPharm), Pharmacy
McMaster University 2004 — 2008
Bachelor of Science (BSc.), Life Science
Walmart August 2015 - Present
Loblaw Companies Limited January 2014 - Present
Morneau Shepell May 2012 - September 2012
Loblaw Companies Limited May 2010 - September 2010
Bank of Montreal November 2008 - July 2009
TigerDirect.com November 2008 - May 2009
L-3 Communications May 2006 - August 2007
Skills
Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Team Leadership, Time Management, PowerPoint, Microsoft Word, Leadership, Research, Data Entry, Public Speaking
Education
Liverpool John Moores University 2009 — 2013
Masters of Pharmacy (MPharm), Pharmacy
McMaster University 2004 — 2008
Bachelor of Science (BSc.), Life Science
Rachel Silber Rachel Silber's Bank of Montreal Experience November 2013 - Present
Job Senior Legal Counsel at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal November 2013 - Present
Aver Media LP September 2010 - November 2013
Shearman & Sterling LLP September 2006 - August 2010
Skills
Intellectual Property, Corporate Law, Securities Regulation, Corporate Governance, Negotiation, Legal Writing, Legal Research
Education
University of Toronto 2003 — 2006
JD, Law
McGill University 1999 — 2003
B.A., Economics
Bank of Montreal November 2013 - Present
Aver Media LP September 2010 - November 2013
Shearman & Sterling LLP September 2006 - August 2010
Skills
Intellectual Property, Corporate Law, Securities Regulation, Corporate Governance, Negotiation, Legal Writing, Legal Research
Education
University of Toronto 2003 — 2006
JD, Law
McGill University 1999 — 2003
B.A., Economics
Alyson Murphy Alyson Murphy's Bank of Montreal Experience May 2009 - August 2009
Job Brand Manager RB
Industry Consumer Goods
Experience
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
RB September 2014 - Present
Reckitt Benckiser April 2013 - August 2014
Reckitt Benckiser September 2012 - April 2013
Reckitt Benckiser July 2012 - September 2012
Management Undergraduate Society of McGill University April 2011 - April 2012
BMO Financial Group May 2011 - August 2011
McGill University Centre for Continuing Education September 2010 - April 2011
BMO Nesbitt Burns April 2010 - August 2010
BBW International January 2009 - April 2010
Bank of Montreal May 2009 - August 2009
Skills
Event Management, PowerPoint, French, Customer Service, Excel, Microsoft Excel, Social Media, Research, Marketing Communications, Marketing, Market Research, Marketing Strategy, Management, Strategy, Project Management, Strategic Planning, Business Development
Education
McGill University 2008 — 2012
BCom, Marketing, Strategy
Dr. G.W. Williams Secondary School 2004 — 2008
High School Diploma
Bruce Cameron Bruce Cameron's Bank of Montreal Experience 2003 - 2003
Job Partner, TSP | MIT Lecturer
Industry Management Consulting
Experience
Technology Strategy Partners June 2011 - Present
MIT June 2011 - Present
Dell May 2008 - January 2009
NASA August 2007 - May 2008
MDA March 2005 - September 2005
University of Toronto August 2001 - June 2005
Bank of Montreal 2003 - 2003
Education
Massachusetts Institute of Technology
PhD
Massachusetts Institute of Technology
SM x 2, Aerospace, Technology Management
University of Toronto
B.A.Sc., Engineering Science
College St. Michel
Technology Strategy Partners June 2011 - Present
MIT June 2011 - Present
Dell May 2008 - January 2009
NASA August 2007 - May 2008
MDA March 2005 - September 2005
University of Toronto August 2001 - June 2005
Bank of Montreal 2003 - 2003
Education
Massachusetts Institute of Technology
PhD
Massachusetts Institute of Technology
SM x 2, Aerospace, Technology Management
University of Toronto
B.A.Sc., Engineering Science
College St. Michel
Narendra Thomare's Bank of Montreal Experience April 2006 - September 2006
Job Sr. Program Manager, MBA Finance (London Business School), B.E (Computer), PMP
Industry Banking
Experience
TD Bank Group October 2006 - Present
Bank of Montreal April 2006 - September 2006
TD Bank Group May 2004 - March 2006
CIBC Mortgages November 2002 - May 2004
Bank of Montreal June 2001 - October 2002
Sofine Software Services January 1999 - May 2001
Accenture Consulting June 1997 - December 1998
Union Bank of Switzerland July 1996 - September 1996
Tata Unisys (now known as Tata Consultancy Services) January 1989 - September 1995
Tata Electric Co June 1988 - December 1988
Skills
Market Risk, Basel II, Credit Risk, Capital Markets, Program Management, Project Management, Information Technology, Financial Risk, Risk Management, SDLC, Portfolio Management, Banking, PMP, Finance, PMO, Business Analysis, Derivatives, Project Portfolio..., Financial Services, Vendor Management, Software Project..., Enterprise Risk..., Retail Banking, IT Strategy, Project Delivery, Business Process..., Change Management, Internal Audit, Requirements Analysis
Education
London Business School 1995 — 1997
MBA, Finance
University Of Bombay 1984 — 1988
Bachelors, Computer Science
TD Bank Group October 2006 - Present
Bank of Montreal April 2006 - September 2006
TD Bank Group May 2004 - March 2006
CIBC Mortgages November 2002 - May 2004
Bank of Montreal June 2001 - October 2002
Sofine Software Services January 1999 - May 2001
Accenture Consulting June 1997 - December 1998
Union Bank of Switzerland July 1996 - September 1996
Tata Unisys (now known as Tata Consultancy Services) January 1989 - September 1995
Tata Electric Co June 1988 - December 1988
Skills
Market Risk, Basel II, Credit Risk, Capital Markets, Program Management, Project Management, Information Technology, Financial Risk, Risk Management, SDLC, Portfolio Management, Banking, PMP, Finance, PMO, Business Analysis, Derivatives, Project Portfolio..., Financial Services, Vendor Management, Software Project..., Enterprise Risk..., Retail Banking, IT Strategy, Project Delivery, Business Process..., Change Management, Internal Audit, Requirements Analysis
Education
London Business School 1995 — 1997
MBA, Finance
University Of Bombay 1984 — 1988
Bachelors, Computer Science
Flora Yung Flora Yung's Bank of Montreal Experience June 2013 - Present
Job Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal June 2013 - Present
Citi September 2012 - May 2013
Ernst & Young April 2007 - August 2012
Ernst & Young November 2003 - April 2007
KPMG September 2002 - October 2003
arthur andersen 1998 - 2002
Skills
Accounting (IFRS & US..., Financial due diligence, Financial statement..., budget and forecast, Project management, Strategic/tactical..., Project Management, Mergers, Financial Audits, Assurance, Financial Statement..., Due Diligence, Finance, Financial Reporting, IFRS, Corporate Governance, Internal Audit, Mergers & Acquisitions
Education
McGill University 1994 — 1998
BCOM, Accounting
Bank of Montreal June 2013 - Present
Citi September 2012 - May 2013
Ernst & Young April 2007 - August 2012
Ernst & Young November 2003 - April 2007
KPMG September 2002 - October 2003
arthur andersen 1998 - 2002
Skills
Accounting (IFRS & US..., Financial due diligence, Financial statement..., budget and forecast, Project management, Strategic/tactical..., Project Management, Mergers, Financial Audits, Assurance, Financial Statement..., Due Diligence, Finance, Financial Reporting, IFRS, Corporate Governance, Internal Audit, Mergers & Acquisitions
Education
McGill University 1994 — 1998
BCOM, Accounting
Deborah (Debbie) Crossling Barker Deborah (Debbie) Crossling Barker's Bank of Montreal Experience 1997 - 2001
Job A CVENT Certified Event Management Professional, specializing in coaching/building event technology website solutions
Industry Events Services
Experience
Deloitte Canada October 2013 - April 2015
Your Events, Etcetera June 2001 - September 2013
Compass Rose Society September 2011 - July 2013
Anglican Diocese of Toronto September 2009 - July 2011
St. Mildred's-Lightbourn School August 2006 - 2007
St. Peter's Anglican Church, Erindale 2005 - 2006
Bank of Montreal 1997 - 2001
Bank of Montreal May 1994 - March 1996
Bank of Montreal May 1991 - May 1994
Bank of Montreal December 1990 - November 1991
Skills
Event Planning, Event Management, Project Management, Cvent event technology, Volunteer Management, Entertainment, Parties, Process Improvement, Catering, Leadership, Time Management, Highly motivated..., Can Do Approach, Public Speaking, Strategic Planning, Budget Setting, Fundraising, Event Decor, Custom Invitation Design, Extrovert, Close Attention to..., Customer Service, Social Media, Microsoft Office, Team Leadership, Strategy, Training Facilitation, Worshop Delivery, Instructional Design, Delivering Results, Organized Multi-tasker, Outstanding time..., Coaching, Management, Team Building, Budgets, Nonprofits, Marketing Communications, Sales, Public Relations, Problem Solving
Education
Society of Management Accountants of Ontario 1988 — 1992
Certified Management Accountant (CMA), Accounting
McGill University 1984 — 1986
BCOM, Accounting
Deloitte Canada October 2013 - April 2015
Your Events, Etcetera June 2001 - September 2013
Compass Rose Society September 2011 - July 2013
Anglican Diocese of Toronto September 2009 - July 2011
St. Mildred's-Lightbourn School August 2006 - 2007
St. Peter's Anglican Church, Erindale 2005 - 2006
Bank of Montreal 1997 - 2001
Bank of Montreal May 1994 - March 1996
Bank of Montreal May 1991 - May 1994
Bank of Montreal December 1990 - November 1991
Skills
Event Planning, Event Management, Project Management, Cvent event technology, Volunteer Management, Entertainment, Parties, Process Improvement, Catering, Leadership, Time Management, Highly motivated..., Can Do Approach, Public Speaking, Strategic Planning, Budget Setting, Fundraising, Event Decor, Custom Invitation Design, Extrovert, Close Attention to..., Customer Service, Social Media, Microsoft Office, Team Leadership, Strategy, Training Facilitation, Worshop Delivery, Instructional Design, Delivering Results, Organized Multi-tasker, Outstanding time..., Coaching, Management, Team Building, Budgets, Nonprofits, Marketing Communications, Sales, Public Relations, Problem Solving
Education
Society of Management Accountants of Ontario 1988 — 1992
Certified Management Accountant (CMA), Accounting
McGill University 1984 — 1986
BCOM, Accounting
David Faller's Bank of Montreal Experience June 1993 - January 2004
Job Senior Vice President Capital Markets at Associated Bank
Industry Capital Markets
Experience
Associated Bank April 2015 - Present
Northwestern University 2014 - Present
Lake Forest Graduate School of Management August 2003 - Present
SunGard Financial Systems July 2011 - April 2015
SunGard Capital Markets July 2011 - April 2015
Penson Worldwide Inc January 2009 - June 2011
Kanbay Inc April 2006 - September 2008
RSD Solutions Inc. July 2004 - March 2006
Bank of Montreal June 1993 - January 2004
Skandinaviska Enskilda Banken London and New York 1989 - 1993
Skills
FX Options, Trading, Risk Management, Capital Markets, Options, Derivatives, FX trading, Banking, Finance, Economics, Commodity, FX, FX Hedging, Market Risk, Electronic Trading, Higher Education, Foreign Exchange, Portfolio Management, Strategy, HFT, Risk Mitigation, Customer Relations, Operational Risk..., International Trade, Trading Systems, International Relations, Sales Management, Product Management, International Sales, Options Pricing, Options Strategies, Real Options, Treasury, Treasury Management, Corporate Treasury, Treasury Systems, Commodities, Commodity Risk..., Outsourcing Management, Cloud Computing, Manage Client..., Technology Integration, Management Consulting, Contract Negotiation, Commercial Insurance, Mergers & Acquisitions, Securities, Financial Markets, Bloomberg, Relationship Management
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, International Business Specialization
National University of Ireland, Galway
B.Comm, Economics
University of Amsterdam
Post graduate studies in economic integration
Associated Bank April 2015 - Present
Northwestern University 2014 - Present
Lake Forest Graduate School of Management August 2003 - Present
SunGard Financial Systems July 2011 - April 2015
SunGard Capital Markets July 2011 - April 2015
Penson Worldwide Inc January 2009 - June 2011
Kanbay Inc April 2006 - September 2008
RSD Solutions Inc. July 2004 - March 2006
Bank of Montreal June 1993 - January 2004
Skandinaviska Enskilda Banken London and New York 1989 - 1993
Skills
FX Options, Trading, Risk Management, Capital Markets, Options, Derivatives, FX trading, Banking, Finance, Economics, Commodity, FX, FX Hedging, Market Risk, Electronic Trading, Higher Education, Foreign Exchange, Portfolio Management, Strategy, HFT, Risk Mitigation, Customer Relations, Operational Risk..., International Trade, Trading Systems, International Relations, Sales Management, Product Management, International Sales, Options Pricing, Options Strategies, Real Options, Treasury, Treasury Management, Corporate Treasury, Treasury Systems, Commodities, Commodity Risk..., Outsourcing Management, Cloud Computing, Manage Client..., Technology Integration, Management Consulting, Contract Negotiation, Commercial Insurance, Mergers & Acquisitions, Securities, Financial Markets, Bloomberg, Relationship Management
Education
Lake Forest Graduate School of Management 2001 — 2003
MBA, International Business Specialization
National University of Ireland, Galway
B.Comm, Economics
University of Amsterdam
Post graduate studies in economic integration
Konstantin Goushin's Bank of Montreal Experience January 2005 - 2009
Job VP, Product Management at Bank of Montreal
Industry Banking
Experience
BMO Bank of Montreal December 2009 - Present
Bank of Montreal January 2005 - 2009
Skills
Commercial Banking, Management of..., Online and Mobile...
Education
Lomonosov Moscow State University (MSU) 1994 — 1998
British College of Banking and Finance
Business
BMO Bank of Montreal December 2009 - Present
Bank of Montreal January 2005 - 2009
Skills
Commercial Banking, Management of..., Online and Mobile...
Education
Lomonosov Moscow State University (MSU) 1994 — 1998
British College of Banking and Finance
Business
Anoop Joseph's Bank of Montreal Experience April 2008 - April 2014
Job DB2 LUW DBA at Syntel
Industry Information Technology and Services
Experience
Bank of Montreal April 2008 - April 2014
IBM Canada Ltd. April 2007 - March 2008
Loyalty One Canada January 2005 - March 2007
EHC Global Inc. Canada January 2004 - December 2004
IBM India August 1998 - July 2003
Skills
Databases, Data Modeling, Microsoft SQL Server, Data Warehousing, Oracle, ETL, DB2, AIX, Performance Tuning, PL/SQL, SQL, SOA, Requirements Analysis, IBM AIX, Informatica, SDLC, Business Intelligence, Solaris
Education
Mangalore University 1992 — 1996
Bank of Montreal April 2008 - April 2014
IBM Canada Ltd. April 2007 - March 2008
Loyalty One Canada January 2005 - March 2007
EHC Global Inc. Canada January 2004 - December 2004
IBM India August 1998 - July 2003
Skills
Databases, Data Modeling, Microsoft SQL Server, Data Warehousing, Oracle, ETL, DB2, AIX, Performance Tuning, PL/SQL, SQL, SOA, Requirements Analysis, IBM AIX, Informatica, SDLC, Business Intelligence, Solaris
Education
Mangalore University 1992 — 1996
Maria Elena Alonso-Bill's Bank of Montreal Experience 2005 - October 2006
Job Commercial Credit Review Officer at TCF Bank
Industry Investment Banking
Experience
TCF Bank February 2012 - Present
BMO Capital Markets November 2006 - June 2008
Bank of Montreal 2005 - October 2006
Bank of Montreal 2004 - 2005
Bank of Montreal 2002 - 2004
Harris Bank 2000 - 2002
Harris Bank 1999 - 2000
Harris Bank 1997 - 1999
Harris Bank Hinsdale, N.A. March 1995 - January 1997
All American Bank of Chicago July 1993 - March 1995
Skills
Credit, Loans
Education
Lewis University 2001 — 2014
Business Administration and Finance
St. Mary's Dominican High School 1977 — 1981
College Prep
TCF Bank February 2012 - Present
BMO Capital Markets November 2006 - June 2008
Bank of Montreal 2005 - October 2006
Bank of Montreal 2004 - 2005
Bank of Montreal 2002 - 2004
Harris Bank 2000 - 2002
Harris Bank 1999 - 2000
Harris Bank 1997 - 1999
Harris Bank Hinsdale, N.A. March 1995 - January 1997
All American Bank of Chicago July 1993 - March 1995
Skills
Credit, Loans
Education
Lewis University 2001 — 2014
Business Administration and Finance
St. Mary's Dominican High School 1977 — 1981
College Prep
Alex Marini's Bank of Montreal Experience 1998 - 2000
Job Senior Manager, Risk Management
Industry Capital Markets
Experience
National Bank of Canada January 2009 - Present
National Bank of Canada 2000 - 2009
Bank of Montreal 1998 - 2000
Education
McGill University
PhD, HIgh Energy Physics
University of Waterloo
Bachelor of Science (B.Sc.), Physics
National Bank of Canada January 2009 - Present
National Bank of Canada 2000 - 2009
Bank of Montreal 1998 - 2000
Education
McGill University
PhD, HIgh Energy Physics
University of Waterloo
Bachelor of Science (B.Sc.), Physics
Julie Boisvenue's Bank of Montreal Experience 1997 - Present
Job Process Director for Premier Service and Voice Talent at Bank of Montreal
Industry Management Consulting
Experience
Bank of Montreal 1997 - Present
Premier Service March 2006 - October 2010
Premier Service March 2006 - August 2008
Bank of Montreal MasterCard July 2001 - April 2006
Education
McGill University
BSc, Biologuy
Bank of Montreal 1997 - Present
Premier Service March 2006 - October 2010
Premier Service March 2006 - August 2008
Bank of Montreal MasterCard July 2001 - April 2006
Education
McGill University
BSc, Biologuy
Mike Jourard's Bank of Montreal Experience November 2009 - Present
Job Senior Application Software Developer at BMO Bank of Montreal
Industry Publishing
Experience
Bank of Montreal November 2009 - Present
Badinage Publications July 1984 - Present
Sierra Systems November 2007 - October 2009
RIS February 1997 - November 2007
National Grocers 1986 - 1996
Central Canada Grocers Inc. 1986 - 1996
Loblaws 1986 - 1996
Skills
Access, Business Analysis, VBA, WordPress, Linux, COBOLII, Visual Basic, Advanced SQL, Microsoft Excel, Report Design, Table Design, Custom Reports, Ubuntu, Batch Programming, DOS commands, ODBC, PHP, HTML, CSS, W3C Standards, cPanel, Copy Editing, News Writing, Self-publishing, Small Press Publishing, Joomla, Mailman, Visual C++, Borland C++, SharePoint, InfoPath Forms, Photojournalism, Photography, iTunes, Aspect Dialer
Education
Ontario Business College 1984 — 1984
Microcomputer Operation
Loyalist College 1981 — 1983
Journalism
York University 1978 — 1981
Film Production
Belleville Collegiate Institute 1974 — 1979
Bank of Montreal November 2009 - Present
Badinage Publications July 1984 - Present
Sierra Systems November 2007 - October 2009
RIS February 1997 - November 2007
National Grocers 1986 - 1996
Central Canada Grocers Inc. 1986 - 1996
Loblaws 1986 - 1996
Skills
Access, Business Analysis, VBA, WordPress, Linux, COBOLII, Visual Basic, Advanced SQL, Microsoft Excel, Report Design, Table Design, Custom Reports, Ubuntu, Batch Programming, DOS commands, ODBC, PHP, HTML, CSS, W3C Standards, cPanel, Copy Editing, News Writing, Self-publishing, Small Press Publishing, Joomla, Mailman, Visual C++, Borland C++, SharePoint, InfoPath Forms, Photojournalism, Photography, iTunes, Aspect Dialer
Education
Ontario Business College 1984 — 1984
Microcomputer Operation
Loyalist College 1981 — 1983
Journalism
York University 1978 — 1981
Film Production
Belleville Collegiate Institute 1974 — 1979
Ralf Lezada's Bank of Montreal Experience May 2009 - July 2013
Job IT Manager at TD Bank
Industry Financial Services
Experience
TD February 2015 - Present
Bank of Montreal May 2009 - July 2013
RBC Dexia Investor Services September 2008 - May 2009
Bank of Montreal January 2000 - August 2008
Skills
Business Analysis, Agile Methodologies, Business Requirements, Project Management, CMMI, Integration, Requirements Gathering, Requirements Analysis, Vendor Management, SDLC, SQL, Software Project..., Oracle, Data Warehousing, Project Delivery, IT Strategy, Risk Management, ITIL, Application Lifecycle..., Team Management, Unix
Education
Mapua Institute of Technology 1978 — 1983
BS, Electronics & Communications Engineering
TD February 2015 - Present
Bank of Montreal May 2009 - July 2013
RBC Dexia Investor Services September 2008 - May 2009
Bank of Montreal January 2000 - August 2008
Skills
Business Analysis, Agile Methodologies, Business Requirements, Project Management, CMMI, Integration, Requirements Gathering, Requirements Analysis, Vendor Management, SDLC, SQL, Software Project..., Oracle, Data Warehousing, Project Delivery, IT Strategy, Risk Management, ITIL, Application Lifecycle..., Team Management, Unix
Education
Mapua Institute of Technology 1978 — 1983
BS, Electronics & Communications Engineering
Belle Kaura's Bank of Montreal Experience CounselInvestment Dealers Association2001 - 2005
Job Senior Manager, Corporate Compliance at Bank of Montreal
Industry Banking
Experience
Bank of Montreal CounselInvestment Dealers Association2001 - 2005
Investment Dealers Association 2001 - 2005
Investment Dealers Association 2001 - 2005
TD Asset Management 1998 - 2000
Education
McGill University 1991 — 1994
Bank of Montreal CounselInvestment Dealers Association2001 - 2005
Investment Dealers Association 2001 - 2005
Investment Dealers Association 2001 - 2005
TD Asset Management 1998 - 2000
Education
McGill University 1991 — 1994
Blythe Doole's Bank of Montreal Experience May 2004 - May 2007
Job Administrative Assistant at Goodmans LLP
Industry Legal Services
Experience
Goodmans LLP June 2007 - Present
Bank of Montreal May 2004 - May 2007
Nova September 2000 - April 2002
Skills
Office Administration, Outlook, Data Entry, File Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, System Administration, Editing, Microsoft Excel, Time Management, Administrative..., Customer Service, Teamwork
Education
Lakehead University 1996 — 2000
BA, Anthropology
Seneca College of Applied Arts and Technology 2003 — 2004
Dipolma, Police Foundations
Goodmans LLP June 2007 - Present
Bank of Montreal May 2004 - May 2007
Nova September 2000 - April 2002
Skills
Office Administration, Outlook, Data Entry, File Management, Microsoft Word, PowerPoint, Event Planning, Microsoft Office, System Administration, Editing, Microsoft Excel, Time Management, Administrative..., Customer Service, Teamwork
Education
Lakehead University 1996 — 2000
BA, Anthropology
Seneca College of Applied Arts and Technology 2003 — 2004
Dipolma, Police Foundations
Mathews Sebastian's Bank of Montreal Experience July 2010 - Present
Job Sr Application Support Analyst at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal July 2010 - Present
CPOL Inc. May 2008 - June 2010
Clineo June 2007 - April 2008
Vtrio Solutions June 2006 - April 2007
Skills
XML, JavaScript, AJAX, SDLC, .NET, Microsoft SQL Server, MySQL, ASP.NET, SQL, jQuery, Agile Methodologies, Web Services, C#, HTML, SOAP, Requirements Analysis, VB.NET, CSS, Visual Studio, Unix, Web Applications, Windows Ad
Education
Madurai Kamaraj University 1998 — 2001
MCA, Computer Applications
Mahatma Gandhi University 1995 — 1998
BCA, Computer Applications
Bank of Montreal July 2010 - Present
CPOL Inc. May 2008 - June 2010
Clineo June 2007 - April 2008
Vtrio Solutions June 2006 - April 2007
Skills
XML, JavaScript, AJAX, SDLC, .NET, Microsoft SQL Server, MySQL, ASP.NET, SQL, jQuery, Agile Methodologies, Web Services, C#, HTML, SOAP, Requirements Analysis, VB.NET, CSS, Visual Studio, Unix, Web Applications, Windows Ad
Education
Madurai Kamaraj University 1998 — 2001
MCA, Computer Applications
Mahatma Gandhi University 1995 — 1998
BCA, Computer Applications
Harry Fritz's Bank of Montreal Experience 2006 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of Montreal 2006 - 2008
Education
McGill University 1977 — 1979
Bank of Montreal 2006 - 2008
Education
McGill University 1977 — 1979
Tom Dzakowic's Bank of Montreal Experience 1995 - 2004
Job SVP Co Head FX Trading at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2015 - Present
US Bank January 2005 - Present
Bank of Montreal 1995 - 2004
Saudi British Bank 1993 - 1995
Continental Bank 1992 - 1993
Riyad Bank 1989 - 1992
Corestates Financial February 1988 - November 1989
Federal Reserve Bank of Chicago February 1985 - February 1988
Education
Loyola University Chicago 1986 — 1989
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1985
BS- Finance
University of Louisiana at Monroe 1981 — 1982
Hinsdale Central High School 1977 — 1981
U.S. Bank August 2015 - Present
US Bank January 2005 - Present
Bank of Montreal 1995 - 2004
Saudi British Bank 1993 - 1995
Continental Bank 1992 - 1993
Riyad Bank 1989 - 1992
Corestates Financial February 1988 - November 1989
Federal Reserve Bank of Chicago February 1985 - February 1988
Education
Loyola University Chicago 1986 — 1989
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1985
BS- Finance
University of Louisiana at Monroe 1981 — 1982
Hinsdale Central High School 1977 — 1981
Ellen Liu's Bank of Montreal Experience January 2012 - Present
Job SVP, Technology & Operations at BMO Financial Group Happily Retired
Industry Banking
Experience
Bank of Montreal January 2012 - Present
BMO Financial Group May 1998 - January 2012
IBM Footprint Software 1995 - 1998
CIBC 1990 - 1995
Skills
SDLC, IT Strategy, Change Management, Banking, Vendor Management
Education
McGill University
BSc, Mathematics, Chemistry
Bank of Montreal January 2012 - Present
BMO Financial Group May 1998 - January 2012
IBM Footprint Software 1995 - 1998
CIBC 1990 - 1995
Skills
SDLC, IT Strategy, Change Management, Banking, Vendor Management
Education
McGill University
BSc, Mathematics, Chemistry
Bryan Bigari's Bank of Montreal Experience August 2007 - Present
Job Director at BMO Funds
Industry Investment Management
Experience
Bank of Montreal August 2007 - Present
Northern Capital Management August 2004 - August 2007
Open Heart Magic NFP 2004 - 2005
CD Capital Management May 2003 - August 2004
Fulcrum Investment Group June 1999 - April 2003
Skills
Equities, Investments, Hedge Funds, Equity Research, Valuation
Education
University of Wisconsin-Madison - School of Business 1996 — 1999
MS
University of Wisconsin-Madison 1990 — 1995
BA
Marquette University 1993 — 1993
None
West Allis Nathan Hale High School 1986 — 1992
Bank of Montreal August 2007 - Present
Northern Capital Management August 2004 - August 2007
Open Heart Magic NFP 2004 - 2005
CD Capital Management May 2003 - August 2004
Fulcrum Investment Group June 1999 - April 2003
Skills
Equities, Investments, Hedge Funds, Equity Research, Valuation
Education
University of Wisconsin-Madison - School of Business 1996 — 1999
MS
University of Wisconsin-Madison 1990 — 1995
BA
Marquette University 1993 — 1993
None
West Allis Nathan Hale High School 1986 — 1992
Andre Benenati's Bank of Montreal Experience January 2009 - Present
Job Commercial Account Manager IB/SME
Industry Banking
Experience
Bank of Montreal January 2009 - Present
CIBC July 2006 - September 2008
Fortune 1000 Group January 2005 - June 2006
National Bank of Canada April 1998 - September 2004
Skills
Strategic Planning, Account Management, Business Strategy
Education
McGill University 1998 — 2000
Management Certificate, Management
McGill University 1996 — 1998
Certificate from the institut of Canadian Bankers, Banking
McGill University 1993 — 1995
General Management Diploma (Institut of Canadian Bankers), Management in Banking
McGill University 1991 — 1993
Marketing Certificat, Marketing
Bank of Montreal January 2009 - Present
CIBC July 2006 - September 2008
Fortune 1000 Group January 2005 - June 2006
National Bank of Canada April 1998 - September 2004
Skills
Strategic Planning, Account Management, Business Strategy
Education
McGill University 1998 — 2000
Management Certificate, Management
McGill University 1996 — 1998
Certificate from the institut of Canadian Bankers, Banking
McGill University 1993 — 1995
General Management Diploma (Institut of Canadian Bankers), Management in Banking
McGill University 1991 — 1993
Marketing Certificat, Marketing
Bert Wu's Bank of Montreal Experience May 2010 - December 2011
Job Senior Technology Officer, T&O Corporate at BMO
Industry Banking
Experience
BMO Financial Group 2014 - Present
BMO December 2011 - July 2014
Bank of Montreal May 2010 - December 2011
Complete Integration Solutions, Inc. November 2008 - July 2010
Loblaw Companies Limited 2010 - 2010
Circle Solutions, Inc. January 2001 - November 2008
Skills
Data Warehousing, Project Planning, SharePoint, Databases, Business Intelligence, SDLC, Business Analysis, Process Improvement, Banking, Microsoft Office, Analytics, Business Objects, Project Management, SSRS, Microsoft SQL Server, Enterprise Architecture
Education
Marshall University 1999 — 2001
M.S., Information Systems
Marshall University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
BMO Financial Group 2014 - Present
BMO December 2011 - July 2014
Bank of Montreal May 2010 - December 2011
Complete Integration Solutions, Inc. November 2008 - July 2010
Loblaw Companies Limited 2010 - 2010
Circle Solutions, Inc. January 2001 - November 2008
Skills
Data Warehousing, Project Planning, SharePoint, Databases, Business Intelligence, SDLC, Business Analysis, Process Improvement, Banking, Microsoft Office, Analytics, Business Objects, Project Management, SSRS, Microsoft SQL Server, Enterprise Architecture
Education
Marshall University 1999 — 2001
M.S., Information Systems
Marshall University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Maureen Shewchuk's Bank of Montreal Experience August 2004 - January 2015
Job National Director Compliance & AML, Canada & Asia at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking January 2015 - Present
Bank of Montreal August 2004 - January 2015
TD Bank 1998 - 2004
BDO Canada 1989 - 1993
Skills
Risk Management, Operational Risk..., Banking, Internal Audit, Enterprise Risk..., Internal Controls, Credit Risk, Financial Risk, Auditing, Operational Risk, Financial Services, Financial Analysis, Sarbanes-Oxley Act
Education
CPA, CA
Lakehead University
BA & MSc
BMO Harris Private Banking January 2015 - Present
Bank of Montreal August 2004 - January 2015
TD Bank 1998 - 2004
BDO Canada 1989 - 1993
Skills
Risk Management, Operational Risk..., Banking, Internal Audit, Enterprise Risk..., Internal Controls, Credit Risk, Financial Risk, Auditing, Operational Risk, Financial Services, Financial Analysis, Sarbanes-Oxley Act
Education
CPA, CA
Lakehead University
BA & MSc
Nancy Braun's Bank of Montreal Experience December 2006 - July 2008
Job Banking Professional
Industry Banking
Experience
Bank of Montreal December 2006 - July 2008
Bank of Montreal July 2001 - December 2006
Bank of Montreal April 2004 - January 2005
Bank of Montreal January 1995 - July 2001
Deloitte & Touche November 1987 - April 1994
Bank of Montreal December 1984 - November 1987
Touche Ross September 1982 - December 1984
Touche Ross August 1980 - September 1982
Skills
Loans, Portfolio Management, Fixed Income, Accounting, Credit, Banking, Commercial Banking, Credit Analysis, Credit Risk, Capital Markets, Commercial Lending
Education
Lakehead University 1976 — 1980
HB Comm, Commerce
Bank of Montreal December 2006 - July 2008
Bank of Montreal July 2001 - December 2006
Bank of Montreal April 2004 - January 2005
Bank of Montreal January 1995 - July 2001
Deloitte & Touche November 1987 - April 1994
Bank of Montreal December 1984 - November 1987
Touche Ross September 1982 - December 1984
Touche Ross August 1980 - September 1982
Skills
Loans, Portfolio Management, Fixed Income, Accounting, Credit, Banking, Commercial Banking, Credit Analysis, Credit Risk, Capital Markets, Commercial Lending
Education
Lakehead University 1976 — 1980
HB Comm, Commerce
Linda Gao's Bank of Montreal Experience November 2012 - December 2014
Job Director at RBC Investor & Treasury Services, Banks, Brokers and Exchanges
Industry Financial Services
Experience
RBC January 2015 - Present
Bank of Montreal November 2012 - December 2014
BMO Capital Markets April 2001 - November 2012
Standard Chartered Bank 1994 - 1998
Standard Chartered Bank 1992 - 1994
Bank of China July 1989 - 1992
Skills
Capital Markets, Credit Analysis, Trading, Valuation, Risk Management, Cash Management, Banking, Financial Modeling, Credit Risk, Mergers, Investment Banking, Trade Finance, Financial Markets, Credit, Corporate Finance, Commercial Banking, Financial Analysis, Portfolio Management, Financial Risk, Wealth Management, Business Strategy, Commercial Lending, Business Analysis, Derivatives, Treasury Management, Relationship Management, Fixed Income, Financial Services, FX Options
Education
Macquarie University 1998 — 2000
Master
Nankai University 1985 — 1989
BA
RBC January 2015 - Present
Bank of Montreal November 2012 - December 2014
BMO Capital Markets April 2001 - November 2012
Standard Chartered Bank 1994 - 1998
Standard Chartered Bank 1992 - 1994
Bank of China July 1989 - 1992
Skills
Capital Markets, Credit Analysis, Trading, Valuation, Risk Management, Cash Management, Banking, Financial Modeling, Credit Risk, Mergers, Investment Banking, Trade Finance, Financial Markets, Credit, Corporate Finance, Commercial Banking, Financial Analysis, Portfolio Management, Financial Risk, Wealth Management, Business Strategy, Commercial Lending, Business Analysis, Derivatives, Treasury Management, Relationship Management, Fixed Income, Financial Services, FX Options
Education
Macquarie University 1998 — 2000
Master
Nankai University 1985 — 1989
BA
Eric Pelletier, MPA's Bank of Montreal Experience 2006 - 2007
Job Senior Communications and Media Relations expert, fluently bilingual English and French
Industry Public Relations and Communications
Experience
Ecole Secondaire Etienne-Brulé February 2014 - Present
Simply Protein by Wellness Foods November 2014 - March 2015
Government of Ontario 2010 - April 2011
Ministry of Energy and Infrastructure (Ontario) April 2009 - August 2010
Ontario Energy Board 2007 - 2009
Bank of Montreal 2006 - 2007
Ontario Securities Commission 2002 - 2006
The Canadian Depository for Securities Ltd 1997 - 2002
Abitibi-Consolidated 1997 - 1997
Government of Ontario - various Ministries 1988 - 1997
Skills
Fluently Bilingual..., Strategic Communications, Media Relations, Government Relations, Issues Management, Crisis Communications, Corporate Communications, Internal Communications, Communications Strategy, Communications Planning, Writing, Editing, Strategy, Event Planning, Public Relations, Public Affairs, Speech Writing, Public Speaking, Leadership, Management, Publications, Reputation Management, Press Releases
Education
Queen's University 1995 — 1997
MPA, Masters in Public Administration
Lakehead University 1984 — 1988
BA Geography, Honours Bachelor in Outdoor Recreation
Ecole Secondaire Etienne-Brulé February 2014 - Present
Simply Protein by Wellness Foods November 2014 - March 2015
Government of Ontario 2010 - April 2011
Ministry of Energy and Infrastructure (Ontario) April 2009 - August 2010
Ontario Energy Board 2007 - 2009
Bank of Montreal 2006 - 2007
Ontario Securities Commission 2002 - 2006
The Canadian Depository for Securities Ltd 1997 - 2002
Abitibi-Consolidated 1997 - 1997
Government of Ontario - various Ministries 1988 - 1997
Skills
Fluently Bilingual..., Strategic Communications, Media Relations, Government Relations, Issues Management, Crisis Communications, Corporate Communications, Internal Communications, Communications Strategy, Communications Planning, Writing, Editing, Strategy, Event Planning, Public Relations, Public Affairs, Speech Writing, Public Speaking, Leadership, Management, Publications, Reputation Management, Press Releases
Education
Queen's University 1995 — 1997
MPA, Masters in Public Administration
Lakehead University 1984 — 1988
BA Geography, Honours Bachelor in Outdoor Recreation
Marcie Escobedo's Bank of Montreal Experience March 1995 - April 2013
Job Administive Assistant at Bank of Montreal
Industry Banking
Experience
Bank of Montreal March 1995 - April 2013
Skills
Microsoft Office, Banking, Customer Service, Commercial Banking, Microsoft Excel
Education
Lone Star College System
Bank of Montreal March 1995 - April 2013
Skills
Microsoft Office, Banking, Customer Service, Commercial Banking, Microsoft Excel
Education
Lone Star College System
Joy Muller's Bank of Montreal Experience 1985 - 1987
Job Associate Director, Library Services and Copyright Management, Seneca College
Industry Libraries
Experience
Seneca College of Applied Arts and Technology Manager, Seneca Libraries, MK and S@Y campuses, Copyright and Information LiteracySeneca College of Applied Arts and TechnologySeptember 1989 - Present
Bank of Montreal 1985 - 1987
National Library of Canada 1982 - 1984
Skills
Information Literacy, Library, Teaching, Higher Education, Research, Copyright and fair..., Library Instruction, Library Science, Academic Libraries, Management, Interlibrary Loan, Collection Development, Library Reference, Library Management, Library Research
Education
The University of Western Ontario 1979 — 1980
Master of Information Science
McGill University 1977 — 1979
Bachelor of English, British Literature
Seneca College of Applied Arts and Technology Manager, Seneca Libraries, MK and S@Y campuses, Copyright and Information LiteracySeneca College of Applied Arts and TechnologySeptember 1989 - Present
Bank of Montreal 1985 - 1987
National Library of Canada 1982 - 1984
Skills
Information Literacy, Library, Teaching, Higher Education, Research, Copyright and fair..., Library Instruction, Library Science, Academic Libraries, Management, Interlibrary Loan, Collection Development, Library Reference, Library Management, Library Research
Education
The University of Western Ontario 1979 — 1980
Master of Information Science
McGill University 1977 — 1979
Bachelor of English, British Literature
Ron E. Gordon, CA, CFA's Bank of Montreal Experience 2005 - 2008
Job Managing Director, Flight Simulator Capital L.P.
Industry Financial Services
Experience
Flight Simulator - Capital L.P. August 2009 - Present
GE Capital 2008 - 2009
Bank of Montreal 2005 - 2008
Richter Consulting Inc. / RSM Richter Inc. 2002 - 2005
Alter Moneta 1998 - 2002
Cadim Inc. (a real-estate subsidiary of the Caisse de Dépôt et Placement du Québec) 1997 - 1998
Laurentian Bank of Canada 1991 - 1997
Skills
Corporate Finance
Education
NA 1995 — 1997
Obtained CFA designation
McGill University 1985 — 1987
CA Designation
McGill University 1981 — 1984
B COMM, Accounting & Marketing
McGill University
Bachelor of Commerce (B.Com.), ACCOUNTING & MARKETING
Flight Simulator - Capital L.P. August 2009 - Present
GE Capital 2008 - 2009
Bank of Montreal 2005 - 2008
Richter Consulting Inc. / RSM Richter Inc. 2002 - 2005
Alter Moneta 1998 - 2002
Cadim Inc. (a real-estate subsidiary of the Caisse de Dépôt et Placement du Québec) 1997 - 1998
Laurentian Bank of Canada 1991 - 1997
Skills
Corporate Finance
Education
NA 1995 — 1997
Obtained CFA designation
McGill University 1985 — 1987
CA Designation
McGill University 1981 — 1984
B COMM, Accounting & Marketing
McGill University
Bachelor of Commerce (B.Com.), ACCOUNTING & MARKETING
Anabel Villers's Bank of Montreal Experience April 2012 - Present
Job Relationship Manager, Commercial Banking at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal April 2012 - Present
Bank of Montreal May 2011 - September 2011
Bank of Montreal March 2008 - May 2011
Bank of Montreal 2006 - February 2008
Bank of Montreal 2005 - 2006
Bank of Montreal 2003 - 2005
Bank of Montreal May 2001 - 2003
KPMG LLP, Toronto, Ontario February 1999 - April 2001
ARA Consulting Group (Division of KPMG as at October 1998) September 1995 - February 1999
Skills
Banking, Business Analysis, Finance, Strategic Financial..., Forecasting, Managerial Finance, Financial Reporting, Financial Modeling, Strategy, Budgets, Accounting
Education
Laurentian University/Université Laurentienne 2006 — 2008
MBA, Business Administration
Certified General Accountant
CGA, Accounting
University of Toronto Mississauga
HBA, Economics
Bank of Montreal April 2012 - Present
Bank of Montreal May 2011 - September 2011
Bank of Montreal March 2008 - May 2011
Bank of Montreal 2006 - February 2008
Bank of Montreal 2005 - 2006
Bank of Montreal 2003 - 2005
Bank of Montreal May 2001 - 2003
KPMG LLP, Toronto, Ontario February 1999 - April 2001
ARA Consulting Group (Division of KPMG as at October 1998) September 1995 - February 1999
Skills
Banking, Business Analysis, Finance, Strategic Financial..., Forecasting, Managerial Finance, Financial Reporting, Financial Modeling, Strategy, Budgets, Accounting
Education
Laurentian University/Université Laurentienne 2006 — 2008
MBA, Business Administration
Certified General Accountant
CGA, Accounting
University of Toronto Mississauga
HBA, Economics
Mitchell S. Wolfe's Bank of Montreal Experience August 1989 - September 1996
Job Advisory Member to SafePay Network Inc. at SafePay Network Inc.
Industry Legal Services
Experience
SafePay Network Inc. September 2010 - Present
Visa Canada September 1996 - March 2009
Bank of Montreal August 1989 - September 1996
Skills
AML, International Law, Contract Negotiation, Intellectual Property, Mergers & Acquisitions, Corporate Law, Risk Management, Licensing, Due Diligence, Corporate Governance, Banking, Commercial Litigation
Education
McGill University 1973 — 1976
LLB
SafePay Network Inc. September 2010 - Present
Visa Canada September 1996 - March 2009
Bank of Montreal August 1989 - September 1996
Skills
AML, International Law, Contract Negotiation, Intellectual Property, Mergers & Acquisitions, Corporate Law, Risk Management, Licensing, Due Diligence, Corporate Governance, Banking, Commercial Litigation
Education
McGill University 1973 — 1976
LLB
Fabiolla Enache's Bank of Montreal Experience January 2010 - September 2011
Job Taxpayer Services Agent, CRA
Industry Government Administration
Experience
Canada Revenue Agency January 2014 - Present
Ceramiart Dental Laboratory September 2011 - October 2013
Bank of Montreal January 2010 - September 2011
BMO Harris Private Banking 2007 - 2008
Statistics Canada 2005 - 2007
Mercury Research 2002 - 2004
Miami Industries May 2001 - September 2001
Miami Industries 2000 - 2001
Miami Industries 1998 - 2000
Skills
Portfolio Management, Retail Banking, Banking, Relationship Management, Mutual Funds, Credit, Loans, Cross Selling, Wealth Management, Commercial Banking, Strategic Financial..., Sales, Finance
Education
MacEwan University 2007 — 2010
Business Management Diploma, Management Studies
Jean Monnet High School 1994 — 1997
Canada Revenue Agency January 2014 - Present
Ceramiart Dental Laboratory September 2011 - October 2013
Bank of Montreal January 2010 - September 2011
BMO Harris Private Banking 2007 - 2008
Statistics Canada 2005 - 2007
Mercury Research 2002 - 2004
Miami Industries May 2001 - September 2001
Miami Industries 2000 - 2001
Miami Industries 1998 - 2000
Skills
Portfolio Management, Retail Banking, Banking, Relationship Management, Mutual Funds, Credit, Loans, Cross Selling, Wealth Management, Commercial Banking, Strategic Financial..., Sales, Finance
Education
MacEwan University 2007 — 2010
Business Management Diploma, Management Studies
Jean Monnet High School 1994 — 1997
Steve Lashbrook's Bank of Montreal Experience January 2007 - April 2010
Job VP Senior Manager AML at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank of Montreal January 2007 - April 2010
RBC September 2001 - April 2007
RBC January 1998 - January 2001
Skills
AML, KYC, OFAC, Fraud, Financial Risk, Banking, Sanction, Operational Risk, Due Diligence, USA PATRIOT Act, Securities, Credit Risk, Bank Secrecy Act, Retail Banking, Risk Assessment, Goverance, Operational Risk..., Financial Institutions, Risk Management
Education
Lakehead University 1982 — 1985
Bachelor of Business Administration (BBA), business
Lakehead University 1981 — 1984
Bachelor, Business Administration
Bank of America Merrill Lynch April 2010 - Present
Bank of Montreal January 2007 - April 2010
RBC September 2001 - April 2007
RBC January 1998 - January 2001
Skills
AML, KYC, OFAC, Fraud, Financial Risk, Banking, Sanction, Operational Risk, Due Diligence, USA PATRIOT Act, Securities, Credit Risk, Bank Secrecy Act, Retail Banking, Risk Assessment, Goverance, Operational Risk..., Financial Institutions, Risk Management
Education
Lakehead University 1982 — 1985
Bachelor of Business Administration (BBA), business
Lakehead University 1981 — 1984
Bachelor, Business Administration
Diane James's Bank of Montreal Experience
Job Manager, Strategic & Business Research at Bank of Montreal
Industry Banking
Experience
Bank of Montreal
Skills
Financial Services, Relationship Management, Retail Banking, Credit, Market Research, Banking, Information Management, Portfolio Management, Analytics, Business Analysis
Education
McGill University
Master of Library & Information Science (MLIS)
McGill University
Bachelor of Arts, History
Bank of Montreal
Skills
Financial Services, Relationship Management, Retail Banking, Credit, Market Research, Banking, Information Management, Portfolio Management, Analytics, Business Analysis
Education
McGill University
Master of Library & Information Science (MLIS)
McGill University
Bachelor of Arts, History
elena denissov's Bank of Montreal Experience January 2011 - Present
Job Sales Analyst at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal January 2011 - Present
Brome Financial Corporation October 2000 - December 2010
Skills
Finance, Mutual Funds
Education
McGill University 2003 — 2010
certificate, accounting
Bank of Montreal January 2011 - Present
Brome Financial Corporation October 2000 - December 2010
Skills
Finance, Mutual Funds
Education
McGill University 2003 — 2010
certificate, accounting
Michelle Petrelli's Bank of Montreal Experience August 2010 - March 2011
Job Administration Manager at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 2011 - Present
Bank of Montreal August 2010 - March 2011
Europtimum Display December 2006 - February 2010
Skills
Project Management, Customer Service, Project Planning, Team Leadership, Strategic Planning, Business Development, Management
Education
Ryerson University 2014 — 2016
Information Technology Project Management
Loyalist College 2002 — 2004
Corporate/Commercial Security & Investigations
RBC Capital Markets March 2011 - Present
Bank of Montreal August 2010 - March 2011
Europtimum Display December 2006 - February 2010
Skills
Project Management, Customer Service, Project Planning, Team Leadership, Strategic Planning, Business Development, Management
Education
Ryerson University 2014 — 2016
Information Technology Project Management
Loyalist College 2002 — 2004
Corporate/Commercial Security & Investigations
Liza Hetu's Bank of Montreal Experience April 2010 - Present
Job Support Analyst at Bank of Montreal
Industry Banking
Experience
Bank of Montreal April 2010 - Present
Montreal Catholic School Commission January 1976 - June 1977
Bell Canada January 1975 - October 1976
Skills
Business Analysis, SDLC, Banking, Requirements Gathering, ITIL, Vendor Management, Requirements Analysis, Risk Management, SQL, Data Warehousing, Business Requirements, Disaster Recovery, User Acceptance Testing, Microsoft SQL Server, Visio
Education
McGill University 1973 — 1975
Bachelor of Arts (B.A.), Psychology
Bank of Montreal April 2010 - Present
Montreal Catholic School Commission January 1976 - June 1977
Bell Canada January 1975 - October 1976
Skills
Business Analysis, SDLC, Banking, Requirements Gathering, ITIL, Vendor Management, Requirements Analysis, Risk Management, SQL, Data Warehousing, Business Requirements, Disaster Recovery, User Acceptance Testing, Microsoft SQL Server, Visio
Education
McGill University 1973 — 1975
Bachelor of Arts (B.A.), Psychology
Beth (Deutsch) Cohen's Bank of Montreal Experience January 2005 - February 2007
Job Senior Associate Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments January 2009 - December 2010
Franklin Templeton Investments February 2007 - December 2008
Bank of Montreal January 2005 - February 2007
Education
University of Toronto 2008 — 2008
Foundations of Project Management
Canadian Securities Institute 2006 — 2006
Canadian Securities Course (CSC)
McGill University
BComm, Marketing Major, Graduated with Distinction
York Mills C.I.
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments January 2009 - December 2010
Franklin Templeton Investments February 2007 - December 2008
Bank of Montreal January 2005 - February 2007
Education
University of Toronto 2008 — 2008
Foundations of Project Management
Canadian Securities Institute 2006 — 2006
Canadian Securities Course (CSC)
McGill University
BComm, Marketing Major, Graduated with Distinction
York Mills C.I.
Beaulla Jacob's Bank of Montreal Experience August 2002 - Present
Job Senior Quality Assurance Analyst at Bank of Montreal
Industry Banking
Experience
Bank of Montreal August 2002 - Present
Skills
Test Cases, Test Planning, User Acceptance Testing, Regression Testing, SDLC, Quality Assurance, Testing, Agile, Requirements Analysis, SQL, Business Analysis, Visio, Documentation, Access, Program Management, Change Management, Microsoft Office, Regression, Banking, Quality Center, CMMI, Test Strategy, Software Quality..., System Testing, Test Automation, Integration, Test Management, Software Development, LoadRunner, Analysis
Education
Mahatma Gandhi University 1990 — 1995
B.Sc, Mathematics
Mahatma Gandhi University
Post Graduate Diploma, Applied Mathematics & Computers
Bank of Montreal August 2002 - Present
Skills
Test Cases, Test Planning, User Acceptance Testing, Regression Testing, SDLC, Quality Assurance, Testing, Agile, Requirements Analysis, SQL, Business Analysis, Visio, Documentation, Access, Program Management, Change Management, Microsoft Office, Regression, Banking, Quality Center, CMMI, Test Strategy, Software Quality..., System Testing, Test Automation, Integration, Test Management, Software Development, LoadRunner, Analysis
Education
Mahatma Gandhi University 1990 — 1995
B.Sc, Mathematics
Mahatma Gandhi University
Post Graduate Diploma, Applied Mathematics & Computers
James Daley, JD's Bank of Montreal Experience April 2008 - March 2012
Job Chief Compliance Officer at Provident Trust Company and Provident Mutual Funds, Inc.
Industry Financial Services
Experience
Provident Mutual Funds, Inc. August 2012 - Present
Provident Trust Company March 2012 - December 2013
Bank of Montreal April 2008 - March 2012
Skills
Securities, AML, Mutual Funds, Financial Services
Education
Marquette University Law School 2004 — 2006
JD, Law
University of Wisconsin-Milwaukee 1997 — 2001
BA, Finance
Provident Mutual Funds, Inc. August 2012 - Present
Provident Trust Company March 2012 - December 2013
Bank of Montreal April 2008 - March 2012
Skills
Securities, AML, Mutual Funds, Financial Services
Education
Marquette University Law School 2004 — 2006
JD, Law
University of Wisconsin-Milwaukee 1997 — 2001
BA, Finance
Paul L. Beaubien's Bank of Montreal Experience 1984 - 1986
Job Account Executive, Enterprise Sales at Rogers Communications Inc.
Industry Telecommunications
Experience
Rogers Communications Inc. 2006 - Present
Sprint Canada (acquired by Rogers in 2006) 1998 - 2006
Tech-Mix 1996 - 1997
Dans un Jardin USA 1992 - 1996
Club Multi-Points (use to be division of Videotron) 1991 - 1992
Telemedia Enterprises 1986 - 1990
Bank of Montreal 1984 - 1986
Heenan Blaikie LLP 1982 - 1984
Skills
Strategic Thinking, Team Leadership, Sales Presentations, Solution Selling, Sales Operations, Sales Process, Marketing, Direct Sales, Start-ups, Management, Account Management, Team Building, Telecommunications, Wireless, Sales, Call Centers, Networking, Leadership
Education
Investment Dealers Association of Canada 1985 — 1986
Securities
Quebec Bar School 1982 — 1983
Legal, Member of Quebec Bar
McGill University 1979 — 1982
B.C.L., Law
McGill University 1976 — 1979
B. Commerce, Marketing
Rogers Communications Inc. 2006 - Present
Sprint Canada (acquired by Rogers in 2006) 1998 - 2006
Tech-Mix 1996 - 1997
Dans un Jardin USA 1992 - 1996
Club Multi-Points (use to be division of Videotron) 1991 - 1992
Telemedia Enterprises 1986 - 1990
Bank of Montreal 1984 - 1986
Heenan Blaikie LLP 1982 - 1984
Skills
Strategic Thinking, Team Leadership, Sales Presentations, Solution Selling, Sales Operations, Sales Process, Marketing, Direct Sales, Start-ups, Management, Account Management, Team Building, Telecommunications, Wireless, Sales, Call Centers, Networking, Leadership
Education
Investment Dealers Association of Canada 1985 — 1986
Securities
Quebec Bar School 1982 — 1983
Legal, Member of Quebec Bar
McGill University 1979 — 1982
B.C.L., Law
McGill University 1976 — 1979
B. Commerce, Marketing
Wenjun Tan's Bank of Montreal Experience July 2011 - Present
Job Application Developer at Bank of Montreal
Industry Telecommunications
Experience
Bank of Montreal July 2011 - Present
Nokia June 2010 - April 2011
IBM, Markham May 2008 - August 2009
Skills
Web Services, Ant, Eclipse, Tomcat, Java, JSP, JavaScript, Spring, Java Enterprise Edition, Spring Framework
Education
McGill University 2005 — 2010
Bachelor, Electrical Engineering
Bank of Montreal July 2011 - Present
Nokia June 2010 - April 2011
IBM, Markham May 2008 - August 2009
Skills
Web Services, Ant, Eclipse, Tomcat, Java, JSP, JavaScript, Spring, Java Enterprise Edition, Spring Framework
Education
McGill University 2005 — 2010
Bachelor, Electrical Engineering
Dominic Giuliano's Bank of Montreal Experience March 2002 - April 2003
Job Branch Manager at Meridian Credit Union
Industry Banking
Experience
Meridian Credit Union September 2011 - Present
Reliance Home Comfort July 2009 - February 2011
Desjardins Credit Union November 2008 - May 2009
Citigroup Canada - Bank Cards Division May 2005 - March 2008
Citigroup Canada - Bank Cards Division April 2003 - May 2005
Bank of Montreal March 2002 - April 2003
GE Capital Canada May 2001 - March 2002
GE Capital Canada April 2000 - May 2001
Bank of Nova Scotia July 1996 - April 2000
Bank of Montreal June 1994 - July 1996
Skills
Credit, Sales Management, Sales, Risk Management, Business Development, Direct Sales, Management, Strategy, Forecasting, Team Leadership, Business Planning, Account Management, Budgets, New Business Development, Training, Coaching, Leadership
Education
Canadian Securities Institute
Lake Superior State University 1990 — 1992
Master, Business Administration, Business
Western University
BSc, Biology
Meridian Credit Union September 2011 - Present
Reliance Home Comfort July 2009 - February 2011
Desjardins Credit Union November 2008 - May 2009
Citigroup Canada - Bank Cards Division May 2005 - March 2008
Citigroup Canada - Bank Cards Division April 2003 - May 2005
Bank of Montreal March 2002 - April 2003
GE Capital Canada May 2001 - March 2002
GE Capital Canada April 2000 - May 2001
Bank of Nova Scotia July 1996 - April 2000
Bank of Montreal June 1994 - July 1996
Skills
Credit, Sales Management, Sales, Risk Management, Business Development, Direct Sales, Management, Strategy, Forecasting, Team Leadership, Business Planning, Account Management, Budgets, New Business Development, Training, Coaching, Leadership
Education
Canadian Securities Institute
Lake Superior State University 1990 — 1992
Master, Business Administration, Business
Western University
BSc, Biology
Bhavna Chavda's Bank of Montreal Experience February 2005 - April 2007
Job Business Development Manager, First Canadian Title
Industry Insurance
Experience
First Canadian Title January 2009 - Present
HSBC April 2007 - January 2009
Bank of Montreal February 2005 - April 2007
Skills
Certified Yoga...
Education
Grant Macewan College 2004 — 2004
Investment Funds In Canada, Finance
Northern Alberta Institute of Technology / NAIT 2002 — 2004
Diploma, Business Administration-Marketing
First Canadian Title January 2009 - Present
HSBC April 2007 - January 2009
Bank of Montreal February 2005 - April 2007
Skills
Certified Yoga...
Education
Grant Macewan College 2004 — 2004
Investment Funds In Canada, Finance
Northern Alberta Institute of Technology / NAIT 2002 — 2004
Diploma, Business Administration-Marketing
Andre Benenati's Bank of Montreal Experience January 2009 - Present
Job Commercial Account Manager at BANK OF MONTREAL
Industry Financial Services
Experience
BANK OF MONTREAL January 2009 - Present
Education
McGill University
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
BANK OF MONTREAL January 2009 - Present
Education
McGill University
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
JoAnne Mcculloch's Bank of Montreal Experience 2008 - Present
Job Application Softwared Dev Manager (QA)
Industry Investment Banking
Experience
Bank of Montreal 2008 - Present
Bank of Montreal August 2001 - June 2012
Skills
SDLC, Vendor Management, Requirements Analysis, Requirements Gathering, Business Analysis, System Testing, Software Project..., Systems Analysis, User Acceptance Testing, PMO
Education
McGill University
Bank of Montreal 2008 - Present
Bank of Montreal August 2001 - June 2012
Skills
SDLC, Vendor Management, Requirements Analysis, Requirements Gathering, Business Analysis, System Testing, Software Project..., Systems Analysis, User Acceptance Testing, PMO
Education
McGill University
Vic Iwanow's Bank of Montreal Experience Business Development Leader, Cash ManagementBank of MontrealFebruary 2001 - October 2008
Job Senior Manager, Spend & Payment Solutions at Bank of Montreal
Industry Banking
Experience
Bank of Montreal Business Development Leader, Cash ManagementBank of MontrealFebruary 2001 - October 2008
Education
University of Alberta 1984 — 1987
CMA
Laurentian University/Université Laurentienne 1974 — 1977
Hons. B Comm, Accounting, Marketing
Bank of Montreal Business Development Leader, Cash ManagementBank of MontrealFebruary 2001 - October 2008
Education
University of Alberta 1984 — 1987
CMA
Laurentian University/Université Laurentienne 1974 — 1977
Hons. B Comm, Accounting, Marketing
Alexandra Dinu's Bank of Montreal Experience February 2005 - September 2009
Job Stagiaire en droit, L.L.B., Revenu Québec
Industry Law Practice
Experience
Cour d'appel du Québec September 2011 - May 2012
Bank of Montreal February 2005 - September 2009
Skills
Corporate Law, Mergers & Acquisitions, Estate Planning, Licensing, Private Equity, French, Litigation, Legal Advice, Corporate Governance, Intellectual Property, Commercial Litigation, Legal Writing
Education
école du barreau 2012 — 2012
Université de Montréal 2010 — 2012
Bachelor of Laws (LL.B.), Law
UQÀM 2009 — 2010
law
Université de Montréal / University of Montreal 2008 — 2009
Certificate, Law
McGill University 1998 — 2001
B.Sc., Biochemistry/Biotechnology
Collège Marie de France 1993 — 1996
Sciences
Cour d'appel du Québec September 2011 - May 2012
Bank of Montreal February 2005 - September 2009
Skills
Corporate Law, Mergers & Acquisitions, Estate Planning, Licensing, Private Equity, French, Litigation, Legal Advice, Corporate Governance, Intellectual Property, Commercial Litigation, Legal Writing
Education
école du barreau 2012 — 2012
Université de Montréal 2010 — 2012
Bachelor of Laws (LL.B.), Law
UQÀM 2009 — 2010
law
Université de Montréal / University of Montreal 2008 — 2009
Certificate, Law
McGill University 1998 — 2001
B.Sc., Biochemistry/Biotechnology
Collège Marie de France 1993 — 1996
Sciences
Sruthi Jaikrishna's Bank of Montreal Experience January 2011 - November 2011
Job Manager, Client Care at Royal Bank of Canada
Industry Banking
Experience
RBC September 2013 - Present
Royal Bank of Canada November 2011 - September 2013
Bank of Montreal January 2011 - November 2011
BMO March 2009 - January 2011
Skills
Banking, Retail Banking, Relationship Management, Risk Management, Credit Risk, Mortgage Lending, Consumer Lending, Loans, Management, Credit Cards, Cross Selling, Credit
Education
Mahatma Gandhi University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
RBC September 2013 - Present
Royal Bank of Canada November 2011 - September 2013
Bank of Montreal January 2011 - November 2011
BMO March 2009 - January 2011
Skills
Banking, Retail Banking, Relationship Management, Risk Management, Credit Risk, Mortgage Lending, Consumer Lending, Loans, Management, Credit Cards, Cross Selling, Credit
Education
Mahatma Gandhi University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Thomas Brickley's Bank of Montreal Experience April 2012 - Present
Job Managing Director at Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Carol Gardner, CPA, CA's Bank of Montreal Experience October 2013 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
Bank of Montreal October 2013 - December 2013
Bank of Montreal 2004 - 2013
Bank of Montreal 2002 - 2004
Bank of Montreal June 1991 - May 1993
ERNST&YOUNG 1985 - 1988
ERNST&YOUNG 1985 - 1988
ERNST&YOUNG 1985 - 1988
Skills
Financial Reporting, Regulatory Reporting, Financial and..., Personnel Management, Management Reporting, Team Leadership, Team Management, Management, Internal Audit, External Audit, Continuous Improvement, Leadership, Analysis, Forecasting, Finance, Internal Controls
Education
Laurentian University/Université Laurentienne 1981 — 1985
Honours Bachelor of Commerce, Accounting and Business/Management
Lockerby Composite High School
Bank of Montreal October 2013 - December 2013
Bank of Montreal 2004 - 2013
Bank of Montreal 2002 - 2004
Bank of Montreal June 1991 - May 1993
ERNST&YOUNG 1985 - 1988
ERNST&YOUNG 1985 - 1988
ERNST&YOUNG 1985 - 1988
Skills
Financial Reporting, Regulatory Reporting, Financial and..., Personnel Management, Management Reporting, Team Leadership, Team Management, Management, Internal Audit, External Audit, Continuous Improvement, Leadership, Analysis, Forecasting, Finance, Internal Controls
Education
Laurentian University/Université Laurentienne 1981 — 1985
Honours Bachelor of Commerce, Accounting and Business/Management
Lockerby Composite High School
R. Bruce Anderson's Bank of Montreal Experience 1994 - 2000
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2007 - Present
MF Global 2003 - 2007
Spear, Leeds & Kellog 2000 - 2002
Bank of Montreal 1994 - 2000
Education
Loyola University Chicago 1981 — 1984
International Finance
University of Denver 1974 — 1978
Bachelor's degree, Economics
U.S. Bank September 2007 - Present
MF Global 2003 - 2007
Spear, Leeds & Kellog 2000 - 2002
Bank of Montreal 1994 - 2000
Education
Loyola University Chicago 1981 — 1984
International Finance
University of Denver 1974 — 1978
Bachelor's degree, Economics
Denise Jirak Dullum's Bank of Montreal Experience October 2001 - August 2007
Job Banking Professional and Volunteer
Industry Banking
Experience
Lee County Library South County December 2009 - Present
Our Lady of Light Catholic Church October 2011 - Present
Gordon Jirak January 2009 - March 2015
Bank of Montreal October 2001 - August 2007
Bank of Montreal January 1998 - October 2001
Bank of Montreal December 1996 - January 1998
Harris Trust and Savings Bank (Subsidiary of Bank of Montreal) December 1993 - December 1996
Provident Bank August 1992 - July 1993
Northern Trust Company January 1990 - April 1992
Skills
Banking, Loans, Portfolio Management, Financial Analysis, Finance, Leadership, Cash Management, Trade Finance, Marketing, Funding, Customer Service
Education
Loras College 1985 — 1989
BA, Finance
Lee County Library South County December 2009 - Present
Our Lady of Light Catholic Church October 2011 - Present
Gordon Jirak January 2009 - March 2015
Bank of Montreal October 2001 - August 2007
Bank of Montreal January 1998 - October 2001
Bank of Montreal December 1996 - January 1998
Harris Trust and Savings Bank (Subsidiary of Bank of Montreal) December 1993 - December 1996
Provident Bank August 1992 - July 1993
Northern Trust Company January 1990 - April 1992
Skills
Banking, Loans, Portfolio Management, Financial Analysis, Finance, Leadership, Cash Management, Trade Finance, Marketing, Funding, Customer Service
Education
Loras College 1985 — 1989
BA, Finance
CIBC
BMO Financial Group
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico