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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3,354 Bank of Montreal employees in database. Find out everything there's to know about Bank of Montreal employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of Montreal Employees
Amica Mature Lifestyles Inc January 2015 - Present
Atelier Capital Partners August 2014 - December 2014
Amica Mature Lifestyles Inc November 2011 - August 2014
BC Assessment June 2009 - November 2011
UBC Medical Journal March 2009 - May 2010
Bank of Montreal January 2007 - June 2009
Simon Fraser University January 2008 - December 2008
Skills
Valuation, Real Estate, Financial Analysis, Market Research, Property Tax, Acquisitions, Due Diligence, Appraisals, Microsoft Excel, Coaching, Leadership, Risk Management, Start-ups, Advertising, Business Development, Marketing, Financial Modeling, Negotiation, Budgets, Market Analysis, Commercial Real Estate
Education
The University of British Columbia 2009 — 2010
Post Graduate Certificate in Real Property Valuation
Simon Fraser University 2004 — 2008
Bachelor's of Business Administration
Coast Capital Savings April 2013 - Present
Desjardins October 2012 - April 2013
Bank of Montreal January 2006 - May 2012
BMO January 2005 - June 2006
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Loans, Commercial Banking, Consumer Lending, Credit Analysis, Credit Risk, Relationship Management, Commercial Lending, Portfolio Management, Leadership, Management, Insurance, Investments, Mutual Funds, Compliance
Education
Canadian Securities Institute 2010 — 2011
Investments Funds in Canada
Canadian Securities Institute 2010 — 2011
Branch Compliance Officer
Simon Fraser University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Communications
Metrie (Formerly Moulding and Millwork) February 2013 - Present
Moulding and Millwork (Became Metrie) March 2008 - February 2013
Moulding and Millwork (Became Metrie) August 2005 - March 2008
Moulding and Millwork (Became Metrie) 2002 - August 2005
Moulding and Millwork (Became Metrie) March 1998 - March 2002
Bank of Montreal December 1991 - March 1998
Skills
Sales Operations, Sales Management, Sales, Operations Management, Leadership, Building Materials, New Business Development, Inventory Management, Team Building, Management, Purchasing, Marketing, Pricing, Customer Service, Budgets, Contract Negotiation, Account Management, Negotiation, Strategic Planning, Marketing Strategy, Salesforce.com, Microsoft Office, Forecasting, Millwork, Microsoft Exel, Salesforce.com...
Education
Sheridan College 1992 — 1996
Business, Accounting; Marketing; Business
Bramalea Secondary School 1987 — 1991
High School, Various
HSBC February 2014 - Present
BMO Financial Group June 2013 - February 2014
BMO May 2012 - June 2013
Bank of Montreal October 2010 - May 2012
Skills
Commercial Banking, Financial Services, Retail Banking, Credit, Credit Risk, Investments, Loans, Finance, Portfolio Management, Banking, Credit Analysis, Wealth Management, Management
Education
Simon Fraser University 2006 — 2010
Bachelor of Business, Finance
Tourism Vancouver March 2011 - Present
Freelance Writing Business January 2008 - Present
Westworld Magazine Online April 2009 - August 2010
Canada Wide Media January 2008 - September 2009
Bank of Montreal June 2003 - August 2009
Simon Fraser University September 2005 - June 2007
Skills
Copy Editing, Editing, Tourism, Proofreading, Copywriting, Corporate Communications, Public Speaking, Research, Writing, Lifestyle Writing, Media Relations, Communication Skills, Pitching Media, Social Media, Creative Writing, Report Writing, Organization &..., Project Management, Teaching Writing, Teamwork, Proficient Typing Skills, Learning Quickly, Travel Planning, Travel Writing, Coordinate Events, Self-driven, Self-management, Critical Thinking, Finance, Marketing Communications, Qualitative Research, Media Planning, Forward Thinking, Public Relations, Social Networking, Interpersonal..., Storytelling, Blogging, Editorial, Press Releases, Newsletters, Social Media Marketing, Event Management, Publications, Event Planning, Magazines
Education
University of Victoria 2009 — 2010
MA, English
Simon Fraser University 2003 — 2007
BA, English, Psychology
BMO, Bank of Montreal August 2011 - Present
Bank of Montreal August 2011 - May 2013
BMO, Bank of Montreal December 2008 - June 2011
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Banking, Mortgage Lending, Credit, Loans, Investment Advisory, Retail Banking, Investment Strategies, Financial Analysis, Commercial Banking, Financial Advisory, Fixed Income, Equities, Financial Services, Credit Analysis
Education
Sheridan College 2008 — 2011
Diploma of Business Finance Administration, Finance and Financial Management Services
CIBC May 2012 - Present
Bank of Montreal January 2010 - May 2012
First Calgary Savings March 2008 - March 2009
Neteller September 2004 - February 2007
Skills
Credit, Banking, Credit Risk, Risk Management, Customer Service, Mortgage Lending, Account Management, Loans, Business Development, Credit Cards
Education
Southern Alberta Institute of Technology 2007 — 2008
Business Administration
CIBC July 2015 - Present
Adastra July 2005 - Present
TD March 2015 - July 2015
Bank of Montreal March 2012 - March 2015
Bank of Montreal June 2011 - March 2015
Intact Financial Corporation March 2011 - May 2011
Rogers Communications October 2010 - February 2011
Bank of Montreal October 2009 - September 2010
Canadian Institute for Health Information July 2008 - September 2009
TELUS May 2007 - June 2008
Skills
Certified Project..., Software Project..., Program Management, Team Leadership, Technical Leadership, Data Warehousing, Business Intelligence, Business Analysis, Business Requirements, Software Requirements, Data Warehouse..., Oracle, SQL, PL/SQL, DB2, Software Development, Software Engineering, Databases, Data Analysis, Financial Data, Healthcare IT, Telecommunications, Government, Database Design, Requirements Analysis, Oracle SQL, Data Modeling, Agile Methodologies, Healthcare Information..., SDLC, ETL, Enterprise Architecture, Solution Architecture, Dimensional Modeling, Master Data Management, Data Integration, Systems Analysis, Integration, Project Management
Education
Sofia University St. Kliment Ohridski 1994 — 1999
Master, Computer Science
BMO Financial Group April 2015 - Present
Bank of Montreal Fraud Detection and Investigations November 2008 - April 2015
Bank of Montreal April 2012 - August 2012
Bank of Montreal November 2006 - March 2008
Wal-Mart January 2003 - January 2007
McDonald's Restaurants of Canada Limited 1999 - 2003
Skills
Fraud, Credit, Fraud Detection, Customer Service, Banking, Credit Cards, Investigation, Credit Risk, Financial Risk, AML, Process Improvement, Operational Efficiency, Escalation Resolution, Payments, Risk Management, Retail Banking, Financial Analysis, Call Centers, Operational Risk, Analysis
Education
Bank of Montreal 2010 — 2012
BMO Financial Group, Internal Courses
Sheridan College 2005 — 2006
Office Adminstration
Walmart Canada May 2015 - Present
Audatex Canada October 2014 - May 2015
HubHead January 2014 - September 2014
NRX Global August 2013 - January 2014
NRX Global June 2011 - August 2013
IBM September 2009 - June 2011
IBM March 2008 - September 2009
IBM September 2005 - February 2008
DWL / IBM May 2004 - September 2005
Bank of Montreal January 2004 - May 2004
Skills
SQL, Product Management, Market Research, Enterprise Software, Agile, Product Strategy, Business Analysis, Requirements Analysis, Enterprise Architecture, SDLC, Agile Methodologies, Master Data Management, CRM, Data Warehousing, Strategy, Scrum, Business Process, Business Intelligence, Project Portfolio..., Management, DB2, Project Management, Databases, Solution Architecture, Analytics, Competitive Analysis, Team Leadership, Business Development, Integration, Unix, Pre-sales, Cloud Computing, Software Project..., Leadership, SaaS, Product Development, Go-to-market Strategy
Education
York University 1995 — 1997
Bachelor of Business Administration (BBA)
Simon Fraser University 1993 — 1995
BA, Business
London Regional Children's Museum July 2014 - Present
MGEN Canada November 2013 - August 2014
TD Ameritrade September 2013 - February 2014
Bank of Montreal October 2010 - September 2013
Bank of Montreal December 2007 - October 2010
National Money Mart September 2004 - November 2007
Rogers Communications September 2003 - June 2005
Skills
Credit, Loans, Banking, Consumer Lending, Credit Analysis, Retail Banking, Credit Risk, Commercial Lending, Refinance, Portfolio Management, Relationship Management, Lines Of Credit, Cross Selling, Credit Cards, Cash Management, Financial Services, Financial Risk, AML, Investments, Risk Management, Finance, Internet Banking, Payments, Financial Advisory, Loan Servicing, Financial Analysis, Customer Service, Call Centers, Operational Risk..., Securities, Equities, Bonds, KYC
Education
Sheridan College 2003 — 2005
Diploma, Early childhood education
St. Paul's Secondary 1997 — 2001
OSSD
Bank of Montreal March 2014 - Present
Bank of Montreal February 2012 - November 2013
Trust Indonesia July 2007 - December 2009
Prijohandojo, Boentoro & Co. January 2005 - September 2007
Individual 2001 - 2004
Bvlgari, Jeweler & Watch Maker 1998 - 1999
PT Kelab Duasatu Nusantara 1994 - 1998
Skills
Research, Project Coordination, Management, Time Management, Newsletters, Team Leadership, Marketing, Database Administration, System Administration, English, Event Management, Press Releases, Administration, Accounting, Outlook, Customer Service, Marketing Communications, Microsoft Office, PowerPoint, Leadership, Budgets
Education
Sheridan College 2011 — 2012
None, Project Management Program
Secretarial Training Centre 1989 — 1990
Diploma, Secretarial
Faculty of Letters of University of Indonesia 1986 — 1989
Diploma, French
Citi September 2015 - Present
Barclays July 2013 - September 2015
Small Business and Technology Development Center (SBTDC) June 2012 - June 2013
Johns Hopkins University Carey Business School January 2013 - May 2013
Johns Hopkins University Carey Business School January 2012 - May 2013
Johns Hopkins University Carey Business School September 2012 - December 2012
Johns Hopkins Hospital May 2012 - August 2012
Red de Energía del Perú September 2011 - March 2012
Citi October 2010 - April 2011
Bank of Montreal January 2010 - February 2010
Skills
Corporate Finance, Banking, Risk, Financial Modeling, Financial Analysis, Data Analysis, Company Valuation, Fixed Income, Market Research, Eviews, Leadership, Financial Risk, Competitive Analysis, Risk Management, Strategy, Due Diligence, Mergers & Acquisitions, Analysis, SAS, DCF, Equity Valuation, Compliance, AML, Operations, Industry Research, Industry Analysis, Sales Management, Management Consulting, Portfolio Management
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
MBA, Finance, Healthcare, Management
GARP, Global Association of Risk Professionals 2011 — 2012
Financial Risk Manager (FRM)
Wall Street Prep 2011 — 2012
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Economics, Corporate Finance
WFL
A-Babel Cultural Services December 2009 - Present
Sin Fronteras News 2011 - Present
The University of British Columbia May 2004 - Present
SFU 2005 - 2007
Bank of Montreal May 2002 - April 2004
Skills
Copy Editing, Blogging, Public Relations, Public Speaking, Copywriting, Press Releases, Social Media, Marketing Communications, Project Management, Policy Analysis, Spanish
Education
Simon Fraser University 2005 — 2008
M.A., Latin American Studies
Universidad Externado de Colombia
Master of Arts (M.A.), Public Policy Analysis
Universidad Externado de Colombia
Bachelor of Arts (B.A.), Journalism and Communications
BMC Software March 2009 - Present
TELUS June 2012 - December 2014
ExxonMobil October 2010 - April 2012
TransCanada March 2009 - September 2010
Emtec, Inc. August 2008 - March 2009
Ontario Power Generation December 2008 - February 2009
Bank of Montreal September 2008 - November 2008
Transalta Corporation May 2007 - July 2008
CompuCom January 1997 - July 2008
Shell Canada January 2007 - April 2007
Skills
CMDB, IT Service Management, ITIL, BMC Remedy, Service Desk, Change Management, Service Request..., Service Catalog, Requirements Gathering, Cloud Computing, Service Management, Unix, BMC Patrol, Incident Management, Configuration Management, Information Technology, Business Process, System Deployment, Professional Services, Infrastructure, Integration, Enterprise Architecture, Solution Architecture, HP, IT Management, IT Operations, Help Desk Support, Systems Management, Release Management, IT Strategy, Service Delivery, Problem Management, IT Asset Management, Data Center, Program Management, Enterprise Software, ITIL Certified, PMP, Disaster Recovery, Virtualization
Education
Ambrose University College 1988 — 2003
B.TH
Southern Alberta Institute of Technology 1993 — 1995
Computer Technology
BMO Financial Group June 2014 - Present
Bank of Montreal April 2013 - May 2014
Bank of Montreal July 2009 - March 2013
Bank of Montreal July 2008 - June 2009
Skills
Program Management, Credit, Risk Management, Relationship Management, Budgets, Banking, Financial Services, Business Analysis, Leadership, Credit Risk, Financial Analysis
Education
University of Toronto Schools 2004 — 2008
BA, Enterprise Management
Sheridan College 2003 — 2007
B Diploma
Bank of Montreal January 2013 - Present
Masterfile Corporation 1994 - Present
Freelance 1989 - Present
The Carlisle Group April 2011 - January 2012
Inside Soccer Magazine April 2011 - December 2011
Business Information Group October 1999 - November 2010
Morgan Creative Advertising July 1995 - June 1996
George Brown College September 1990 - December 1992
Teledirect 1986 - 1989
CityTV Toronto 1985 - 1986
Skills
CS4 (Illustrator,..., Digital and Analog..., Magazine Layout Design, Art Direction, Logo Design, Illustrator, Illustration
Education
iSchool University of Toronto 2011 — 2011
Information Management
Ontario College of Art 1989 — 1989
Continuing Education, Life Drawing
Ontario College of Art 1986 — 1986
Continuing Education, Editorial Design
Sheridan College 1981 — 1984
Illustration
Sheridan College 1980 — 1981
Art Fundamentals
Financial Institution June 2014 - Present
Financial Institution August 2013 - June 2014
Bank of Montreal May 2010 - July 2013
Starwood Hotels & Resorts Worldwide, Inc. 2009 - 2010
Skills
Mortgage Lending, Banking, Credit, Investments, Management, Finance, New Business Development, Real Estate, Sales, Lines Of Credit, Retail Banking, Financial Analysis, Financial Services, Strategic Financial..., Customer Service, Loans, Cash Flow, Risk Management, Analysis, Leadership, Mutual Funds, Small Business, Residential Mortgages, Asset Management, Valuation, Accounting, Retirement Planning, Financial Reporting, Business Planning, Budgets, Credit Analysis, Portfolio Management, Forecasting, Business Analysis, Financial Planning
Education
Sheridan College
Business, Finance
University of Guelph
Bachelor of Commerce
Standard Life February 2008 - Present
Bank of Montreal 2006 - 2008
CIBC Asset Management 2003 - 2005
CIBC Wood Gundy 2000 - 2003
Skills
Investment Strategies, Mutual Funds, Wealth Management, Retirement Planning, Investments, Asset Allocation, Retirement, Estate Planning, Financial Planners, Equities, Fixed Income, Fixed Annuities, Segregated Funds, Derivatives, Options Strategies, Alternative Investments, CIM
Education
Simon Fraser University
BA, Economics
Bank of Montreal 2011 - Present
BMO Financial Group 2011 - 2015
BMO Financial Group 2011 - 2015
Rogers Communications 2007 - May 2011
SMARTRISK September 2004 - June 2007
Princess Cruises November 1999 - August 2004
AVW-TELAV 1998 - 2000
Canada's Wonderland, Paramount Theatre 1996 - 1996
Skills
Sound, Multimedia, Live Sound, Video, Production Managment, Entertainment, Event Management, Lighting, AV, Theatre, Video Conferencing, Camera, Video Editing, Video Production, Production Management
Education
Sheridan College 1995 — 1997
Diploma, Theatre Arts Technical Production
First Trust Portfolios Canada July 2015 - Present
CIBC September 2013 - July 2015
ScotiaMcLeod November 2012 - September 2013
Bank of Montreal May 2011 - November 2012
Bank of Montreal May 2010 - May 2011
Bank of Montreal June 2009 - May 2010
Bank of Montreal November 2007 - June 2009
Bank of Montreal May 2006 - November 2007
Skills
Call Center, Customer Service, Customer Relations, Banking, Problem Solving, Account Management, Credit Cards, Relationship Management, Customer Experience, Customer Satisfaction
Education
Sheridan College 2005 — 2010
Diploma, Business
Canadian Securities Institute - CSC/CPH/Registered Representative
Bank of Montreal March 2010 - Present
PwC October 2009 - March 2010
IBM Canada March 2005 - October 2009
St.Elizabeth Health Care January 2003 - March 2005
Informatics Services Corporation 1994 - 2001
Education
Shiraz University 1990 — 1994
Computer Hardware Engineering
Global Knowledge
Global Knowledge
Bank of Montreal March 2011 - Present
Shikatani Lacroix Brandesign October 2007 - March 2011
Shikatani Lacroix Brandesign July 2005 - October 2007
Education
Sheridan College 2001 — 2004
Interior Design
RBC Royal Bank April 2013 - Present
Bank of Montreal July 2010 - April 2013
BMO Bank of Montreal March 2009 - June 2010
BMO Bank July 2007 - March 2009
HSBC 2003 - May 2007
Skills
Debt Consolidation, Loans, Credit, Mortgage Lending, Residential Mortgages, Home Equity Lines of..., Sales, Customer Service
Education
Dale Carnegie Course 2007 — 2008
Sheridan College 1999 — 2003
Business Administration, Financial Planning and Services
NLP 2011 — 2011
University of Toronto
Continuing Studies, Business Management
Lorne Park 1994 — 1999
Sunny Tang
Green Glade
Verico Clear Trust Mortgage Inc. March 2013 - Present
Bank of Montreal September 2010 - January 2013
Coast Capital Savings April 2008 - September 2010
Skills
CRM, Retail Banking, Sales, Mortgage Lending, Residential Mortgages, Cash Management, Investments, Portfolio Management
Education
Simon Fraser University 2004 — 2009
Bachelor, Economics
Point Grey Secondary 1999 — 2004
BC Mental Health and Substance Use Services December 2014 - Present
BC Mental Health and Addiction Services December 2012 - April 2014
BC Mental Health and Addiction Services - Health Literacy May 2011 - December 2012
Bank of Montreal June 2007 - May 2011
Cancer Association of Botswana January 2009 - March 2009
Skills
Project Management, Social Media, Customer Service, Microsoft Office, Social Media Marketing, Community Outreach, Healthcare Information..., Event Planning, Blogging, Facebook, Research, Policy, Leadership
Education
Simon Fraser University 2006 — 2010
BA, Health Science
CIBC January 2014 - Present
RBC May 2013 - November 2013
LoyaltyOne November 2012 - March 2013
Adastra November 2011 - October 2012
Bank of Montreal March 2011 - September 2011
Metex March 2009 - February 2011
RBC-DEXIA January 2007 - September 2008
Solcorp October 2005 - September 2006
RBC Insurance April 2005 - August 2005
CIBC March 2005 - April 2005
Skills
Requirements Gathering, UML, Requirements Analysis, Functional..., SQL, Sparx Enterprise..., Reverse Engineering, Use Case Analysis, Logical Data Modeling, Business Modeling, Case Tools, SDLC, Quality Assurance, ETL, COBOL, Systems Analysis, Visio, Requirements Management, Data Modeling, Business Analysis, Business Process Mapping, Business Requirements, Testing, Quality Center, Business Process
Education
Information Technology Institute 2003 — 2003
Certificate, Business Systems Analysis
Sheridan College 2001 — 2002
Advanced Television and Film
York University 1980 — 1985
BA, Economics, Computer Science
Bank of America 2010 - Present
Macquarie Bank 2007 - 2009
Intervest Mortgage 2002 - 2007
Washington Mutual 2002 - 2002
Business Development Bank of Canada 1998 - 2001
Bank of Montreal 1997 - 1998
Skills
Construction Loans, Real Estate
Education
Simon Fraser University
MBA
The University of British Columbia
Bachelor of Commerce
University of Washington
Professional Development
IBM February 2012 - November 2014
IBM May 2006 - February 2012
Vodafone September 2004 - August 2005
Bank of Montreal January 2000 - January 2004
Skills
CRM, Strategy, Outsourcing, Cloud Computing, Solution Selling, Channel
Education
Western Sydney University 2004 — 2005
Bachelor Marketing, Marketing, Sales
Sheridan College 2000 — 2003
Marketing, Business Administration Marketing Co-op Program
IBM Global Sales School
Selling Skills and Sales Operations
Bank of Montreal April 2006 - Present
Skills
Financial Services, Banking, Database Marketing, Analytics, Commodity Markets, Strategy, Portfolio Management, Risk Management, Financial Modeling, Product Management, CRM, Financial Analysis
Education
Skidmore College 1993 — 1997
Bachelor of Arts (B.A.), Double Major: Economics/Psychology
Milton Academy 1980 — 1993
Glitters Fine Jewellery 1990 - Present
Bank of Montreal October 1986 - October 2002
Bank of Montreal October 1984 - October 2002
Skills
Retail, Customer Service, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Sales, Social Media, Public Speaking, Merchandising, Marketing, Microsoft Office, New Business Development, Negotiation, Budgets, Event Planning, Business Strategy, Social Media Marketing, Product Development, Coaching
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Electronics Engineering Technology, Communications
Bloor Collegiate 1980 — 1983
Grade 13, Electronics and Communications Engineering
Real Estate Board of Greater Vancouver February 1998 - February 2005
Bank of Montreal March 1978 - August 1991
Barclays Bank South Africa January 1973 - March 1978
Skills
Listings, Foreclosures, Real Property, ABR, Residential Homes, First Time Home Buyers, Sellers, Buyers, Real Estate Transactions, Buyer Representation, New Home Sales, Condos, Real Estate, Relocation, Investors, Townhomes, Single Family Homes, Investment Properties, Referrals, Seniors, Loans, Waterfront, Move Up Buyers, Selling, Small Business, Vacation Homes, Relocation Buyers, New Homes, Listing Homes, Home Staging, Property, Luxury, Resellers, Seller Representation, Income Properties, e-PRO, Negotiation, Investments, Contract Negotiation, Marketing, Sales, Social Networking
Education
Simon Fraser University 1982 — 1984
MBA, Business
University of KwaZulu-Natal 1970 — 1975
B.Arts, B. Comm, English, Psychology, Accounting, Economics
Glenwood High 1965 — 1969
High School Diploma
Simpli Transport November 2013 - Present
AppleOne January 2013 - October 2013
Workopolis November 2011 - January 2013
Randstad Canada September 2010 - November 2011
Linamar January 2010 - May 2010
Bank of Montreal November 2001 - August 2009
Skills
Recruiting, Sales, CRM, Human Resources, Management, Employee Relations, Talent Acquisition, Salesforce.com, Cold Calling, Presentations, NetSuite
Education
University of Toronto 2003 — 2008
Honours B.A., English and History
Sheridan College 2009 — 2010
Certificate, Business
SBYVO June 2012 - December 2014
USYVL September 2010 - May 2012
Inland Empire United Way September 2009 - August 2010
Nortel Networks November 1988 - May 2000
United Way of Calgary and Area August 1992 - April 1993
Calgary Chiropractic Clinic South October 1986 - November 1988
Bank of Montreal May 1986 - October 1986
Skills
Fundraising, Event Planning, Microsoft Office, PowerPoint, Outlook, Photoshop, Volunteer Management, Non-profits, Program Development, Community Outreach, Grant Writing, Public Speaking, Program Management, Event Management, Organizational..., Strategic Planning, Social Media, Public Relations, Team Building, Research, Customer Service, Training, Grants, Staff Development, Community Development, Board Development, Leadership Development, Press Releases, Budgets, Project Management, Philanthropy, Non-profit..., Proposal Writing, Policy, Coaching, Youth Development, Non-profit Board..., Nonprofits
Education
SAIT 1992 — 1994
Business Administration
The University of Calgary 1990 — 1992
Business Process Management
Learning Institute 1991 — 1992
Invis Inc January 2001 - Present
Bank of Montreal January 1989 - January 2001
Skills
Residential Mortgages, Loans, Real Estate Financing, Certified Mortgage..., Mortgage Lending, Mortgage Underwriting, Commercial Mortgages, Refinance, Debt Consolidation, Team Leadership, Credit, Negotiation, Construction Loans
Education
Sheridan College
Business Administration
Retirement Concepts September 2014 - Present
BuildDirect March 2014 - September 2014
Deloitte 2010 - 2013
Simon Fraser University January 2010 - August 2010
Bank of Montreal May 2009 - February 2010
Canada Revenue Agency September 2008 - April 2009
Canada Revenue Agency May 2008 - August 2008
Bank of Montreal May 2007 - May 2008
Skills
Financial Analysis, Accounting, Internal Controls, Financial Accounting, IFRS, Assurance, Financial Reporting, GAAP, Auditing, US GAAP, Sarbanes-Oxley Act, Corporate Tax, Tax, Canadian GAAP, External Audit, Income Tax, Financial Statements, Financial Modeling, Tax Preparation, Consolidation, SEC filings, Strategic Financial..., Financial Audits, QuickBooks, Tax Returns, Tax Accounting, Internal Audit, Cash Flow, Account Reconciliation
Education
Institute of Chartered Accountants of British Columbia
Simon Fraser University
BBA, Accounting
Bank of Montreal June 2014 - Present
Sign of the Times January 2010 - April 2010
Hershey Centre June 2007 - June 2009
Skills
Highly articulate, Communication Skills, Social Networking, Travel, Marketing, Accounts Payable, Teamwork, Time Management, Team Leadership, Small Business, Training, Marketing Communications, Customer Service
Education
Rick Hansen Secondary School
High School
Sheridan College
Marketing, Business
Ontario Association of Architects July 2013 - Present
Brand Momentum Inc. June 2012 - September 2013
Ontario Association of Architects June 2010 - June 2012
Bank of Montreal January 2010 - November 2010
American Eagle Outfitters August 2006 - September 2010
Supercom Canada Ltd September 2009 - November 2009
INTRIA Items Inc. October 2008 - December 2008
Skills
Advertising, Blogging, Blogs, Brand Awareness, Branding, Communications, Competitive Analysis, Customer Service, Coordinating Events, Marketing Communications, Marketing Research, Email Marketing, Marketing Management, Social Media Marketing, Marketing Strategy, Social Media, Public Relations, Graphic Design, Web Design, Promotions, Social Networking, Supply Chain Management, Sales Management, Multimedia, International Marketing, Product Marketing, Time Management, Sales, Management, Online Marketing, Market Research, Brand Development, Digital Marketing, Photoshop, Editing, Event Planning, Integrated Marketing, Event Management, Direct Marketing, Relationship Marketing, Communication Skills, Brand Management
Education
Sheridan College 2010 — 2011
Post Graduate Certificate, Marketing Management
Sheridan College 2005 — 2009
Digital Communications Certificate, Communication, Culture and Information Technology
University of Toronto 2004 — 2009
Honours Bachelor of Arts, Communication, Culture and Information Technology & Art History
BMO Financial Group July 2011 - Present
Homorazzi.com April 2011 - Present
TFD Productions Inc. June 2013 - Present
Bank of Montreal March 2011 - July 2013
Starbucks January 2006 - March 2011
Skills
Customer Service, Banking, Mutual Funds, Investment Banking, Small Business Lending, Mortgage Lending, Retirement Planning, Financial Management..., Wealth Management, Credit Cards, Social Media, Securities, Communication, Office Administration, Event Management, Facebook, Blogging, Social Media Marketing, Social Networking, Time Management, Event Planning, Creative Writing, YouTube, WordPress, Microsoft Office, Google Docs, Adobe Creative Suite, Critical Thinking, Computers, Mac OS, Twitter, Instagram, Tumblr, Problem Solving, Mac, Hootsuite, Dreamweaver, LGBT Rights, Gender Equality, Marketing Communications, Public Speaking, Leadership
Education
Simon Fraser University 2006 — 2016
Bachelor of Arts (B.A.), English
Canadian Securities Institute 2012 — 2013
Investment Funds in Canada Certificate, Investments and Securities, Pass
MNP September 2015 - Present
CHC Helicopter November 2014 - August 2015
CHC Helicopter May 2013 - March 2014
GOOD4U Drinks Co. September 2011 - January 2013
Bank of Montreal July 2010 - February 2012
Student Investment Advisory Services September 2009 - June 2010
Skills
Financial Analysis, Forecasting, Financial Modeling, Business Valuation, Financial Accounting, Microsoft Excel, Finance, Accounting, Salesforce.com, ACL, Tableau, QuickBooks, Simply Accounting, Telecommunications, Oil & Gas, Upstream Processing, Offshore Oil & Gas, Flight Data Monitoring
Education
Chartered Professional Accountants Western School of Business (CPAWSB) 2015 — 2016
Chartered Professional Accountant, (CPA), Audit
The University of British Columbia 2013 — 2015
Diploma of Accounting Program, Accounting
Simon Fraser University 2005 — 2010
BBA, Finance
Bank of Montreal November 2011 - Present
Bank of Montreal March 2008 - November 2011
Autograph Trim July 2005 - March 2008
Next Big Thing Electronics Ltd. November 1999 - June 2005
University of Toronto 1988 - 1998
Skills
Disaster Recovery, Firewalls, Data Center, Networking, WAN, Switches, TCP/IP, Network Security, Vendor Management, Routers, DNS, Network Administration, Network Design, Business Continuity, Windows, Problem Solving, Cisco Technologies, Asset Management, IT Operations, ITIL, Remedy, Solution Design, Active Directory, VPN, BMC Remedy, Solution Architecture, Wireless Networking
Education
Sheridan College 1984 — 1986
Diploma, Microcomputer Management
York University January 2014 - Present
York University May 2012 - December 2013
WorleyParsons Canada November 2011 - May 2012
WorleyParsons August 2011 - November 2011
WorleyParsons Canada May 2011 - August 2011
Bank of Montreal May 2009 - June 2010
Bank of Montreal May 2007 - May 2009
Bank of Montreal May 2005 - May 2007
BMO MasterCard January 2003 - November 2003
Skills
Organizational..., Multitasker, Business Ethics, Dedication, Team Orientation, Strategic Planning, Continuous Improvement, Employee Relations, Training & Development, Results Oriented
Education
Sheridan College 2010 — 2011
Certificate, Human Resources Management
University of Toronto 1998 — 2002
Honours BA, Management and Sociology
Bank of Montreal September 2010 - Present
Bank of Montreal February 2002 - September 2010
Bank of Montreal August 2000 - January 2002
Skills
Mortgage, Financial Planning, Fluent in Korean, Mortgage Lending, Residential Mortgages, Sales Management, Strategic Financial..., Loans, Credit, Credit Analysis, Investments, Retail Banking, Banking
Education
Simon Fraser University 1996 — 2000
Business Administration, Finance
Bank of America Merrill Lynch March 2014 - Present
Bank of Montreal October 2013 - March 2014
CIBC May 2010 - July 2013
Skills
Canadian Securities..., Investment Funds in..., Banking, Customer Service, Customer Experience, Retail Banking, Customer Satisfaction, Team Leadership, Teamwork, Time Management, Business Analysis, Financial Services, Microsoft Excel
Education
Seneca College of Applied Arts and Technology 2007 — 2011
Bachelor of Commerce, Financial Services Management
cardstak.com January 2015 - Present
University of California, Berkeley, Haas School of Business September 2014 - Present
Smart Mail App March 2014 - Present
PricewaterhouseCoopers December 2012 - 2014
Smart Poll App June 2011 - December 2013
Bank of Montreal October 2011 - November 2012
Rotman School of Management 2010 - 2011
Afranet February 2008 - July 2009
Skills
Business Planning, Financial Modeling, Business Analysis, Business Strategy, Financial Analysis, Project Management, Management Consulting, Strategic Planning, Analysis, Data Analysis, Risk Management, Business Process..., Strategy, Management, Leadership, Consulting, Analytics, Corporate Finance, Change Management, Competitive Analysis, Valuation, Business Intelligence, Finance, Cross-functional Team..., Market Research, Business Process, Mergers & Acquisitions, Business Development, Process Improvement, Start-ups, Business Transformation, Banking, Business Innovation, Program Management, Team Leadership, Project Planning
Education
University of California, Berkeley
Master of Information & Management Studies
University of Toronto - Rotman School of Management 2009 — 2011
MBA, 3.83
Sharif University of Technology
Computer Engineering, Software
Aquent IT Solutions July 2014 - Present
Cooper Industries February 2012 - Present
ecentricarts inc. January 2013 - November 2013
Fifth Light Technology September 2011 - January 2012
TPM Communications January 2009 - August 2011
Kolony Media June 2000 - June 2010
ExtendMedia August 2008 - January 2009
Radiant Core October 2007 - August 2008
Bank of Montreal February 2002 - October 2007
Overdrive (Design Limited) June 2000 - January 2001
Skills
User Experience, User Interface Design, jQuery, HTML 5, Information Architecture, JavaScript, CSS, Front-end, Web Development, Web Project Management, Agile Methodologies, User Interface, Flash, ActionScript, Web Applications, User Experience Design, Scrum, Team Leadership, E-Learning, PHP, Web Design, Wireframes, HTML, Agile Project Management, Backbone.js, Business Process..., Requirements Gathering, Front-end Engineering, Technology Management, Usability, Mobile Devices, CMS, OmniGraffle, Interaction Design, Technical Management, Front-end Development, Require.js, Angular.js, Git, Web Services, REST, AJAX, Software Project..., Subversion, User-centered Design, MVC, Wire Framing, Integration, CSS3, AngularJS
Education
Agilize Now SCRUM Training 2011 — 2011
Agile Methods: SCRUM
BMO Financial Group Institute for Learning 2005 — 2007
Project Management Curriculum, Project Management
Sheridan College 2000 — 2001
Bachelor of Design, Graphic Design
York University 1997 — 2001
Bachelor of Design, Interactive Design
BMO March 2013 - Present
BMO Financial Group August 2010 - February 2013
Bank of Montreal March 2008 - June 2010
Bank of Montreal March 2007 - March 2008
Skills
Loans, Retail Banking, Commercial Banking, Credit, Customer Service, Banking, Consumer Lending, Mortgage Lending, Mutual Funds, Branch Management, Leadership, Teamwork, Team Leadership, Credit Analysis, Commercial Lending, Relationship Management, Residential Mortgages, Wealth Management
Education
Sauder School of Business 2014 — 2016
Master of Business Administration (MBA)
Simon Fraser University 2003 — 2007
BBA, Finance and Marketing
Bank of Montreal September 2011 - Present
Compucom April 2004 - January 2011
Lakeshore Collegiate Institute September 2001 - June 2002
Skills
Active Directory, Microsoft Exchange, VPN, Hardware, Software Installation, Networking, Customer Service, Time Management, Mobile Devices
Education
Toronto School of Business 2000 — 2001
Diploma, Computer Networking
Sheridan College 1999 — 2001
Diploma, Marketing, Office Administration, Entrepreneur
Bank of Montreal September 2014 - Present
Walmart Canada November 2013 - August 2014
Steel City Executives May 2013 - October 2013
Courtyard Developments August 2012 - October 2012
Windber Medical center June 2012 - August 2012
Skills
Public Relations, Marketing, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Teamwork, Marketing Communications
Education
Seton Hill University 2008 — 2012
Bachelor of Science, Marketing and Human Resources
Riverside Resources Inc. March 2008 - Present
Bluestone Resources Inc. February 2014 - Present
Northair Silver Corp July 2015 - Present
Corex Management Inc. March 2008 - Present
Pan American Hydro Corporation March 2008 - Present
IRG Exploration & Mining Inc. 2010 - October 2014
Bank of Montreal 2006 - March 2008
Skills
Investor Relations, Investments, Mergers, Corporate Finance, IPO, Due Diligence, Private Equity, Corporate Governance, Corporate Development, Financial Modeling, Venture Capital, Mergers & Acquisitions, Entrepreneurship, Securities, Joint Ventures, Capital Markets
Education
Simon Fraser University
BA, Humanities
Canadian Securities Institute
Canadian Securities Course
BMO Treasury & Payment Solutions November 2013 - Present
Bank of Montreal May 2011 - Present
Bank of Montreal February 2007 - May 2011
BMO 2005 - 2007
BMO 2002 - 2005
BMO 1996 - 2002
Department of National Defence 1992 - 1994
Skills
Banking, Relationship Management, Credit Cards, Credit, Payments, Debit Cards, Financial Services, Business Performance..., Sales Presentations, Proposal Writing, Training Facilitation, Mindfulness Meditation, Conflict Resolution, First Aid, Acting Training, Directing, Presentations, Facilitations, Call Centers, Customer Experience, Business Development, Customer Retention, Payment Systems, Facilitation, Leadership, Business Analysis, Risk Management, Retail Banking
Education
Sheridan College 1992 — 1996
University of Toronto Mississauga 1992 — 1996
B.A., Theatre and Drama Studies
Citi November 2009 - Present
Bank of Montreal October 2006 - September 2007
RBC Royal Bank December 2005 - September 2006
HDS Retail North America February 2005 - December 2005
Canadian Tire August 2002 - February 2005
Education
Sheridan College 2004 — 2008
Human Resource Management
CIBC July 2013 - Present
TD December 2012 - June 2013
Bank of Montreal October 2010 - November 2012
Davis + Henderson November 2009 - January 2010
Bank of Montreal (Toronto) June 2009 - October 2009
London Life August 2007 - December 2008
Bank of Montreal April 2006 - March 2007
Cogeco Cable November 2004 - June 2006
Manulife Financial January 2005 - December 2005
NuComm International April 2004 - July 2004
Skills
Project Portfolio..., Software Project..., Outsourcing, Insurance, Banking, Government, Automotive, Vendor Management, SDLC, Business Analysis, PMO, Business Process..., Project Management, PMP
Education
Sheridan College 1972 — 1974
Business Computer Systems, Information Technology
Best Buy July 2014 - Present
Integral de Medios y Mercadeo April 2014 - Present
FlightOffice.com October 2013 - April 2014
FlightOffice.com June 2013 - October 2013
Simon Fraser University January 2013 - April 2013
Simon Fraser University January 2012 - April 2013
SFConsulting September 2011 - August 2012
Bank of Montreal June 2011 - October 2011
Student Investment Advisory Service Fund (SIAS) October 2010 - August 2011
Association of Latin American Students January 2009 - August 2011
Skills
Data Analysis, Research, Team Leadership, Project Management, Microsoft Excel, R, Microsoft Office, Public Speaking, Time Management, PowerPoint, HTML, CSS, JavaScript, jQuery, Financial Analysis, Business Analysis, Financial Modeling, Eviews, Leadership, Event Planning, Teamwork, Analysis, Event Management, Market Research, Business Strategy, Strategic Planning, Marketing Strategy, Spanish, Entrepreneurship, Economics, Strategy, Business Planning, Finance, Quantitative Analytics, English, Start-ups, QlikView
Education
Simon Fraser University 2008 — 2013
Joint Honours in Finance and Economics, Finance, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2007
Economics
The English School 1994 — 2006
RBC September 2011 - Present
Bank of Montreal January 2011 - February 2011
Stanford Bank June 2005 - July 2009
Corp Banca October 2000 - May 2005
Servicios Apli January 2000 - October 2000
Electronica AEJ January 1999 - August 1999
Skills
Banking, Investments, Portfolio Management, Management, Customer Service, Relationship Management, Financial Analysis, Credit, Analysis, Risk Management, Retail Banking, Finance, Wealth Management
Education
Acces Employment 2011 — 2011
Financial Service Connections
Universidad Central de Venezuela 1994 — 2000
Bachelor, Business Administration
Encana May 2011 - Present
Bank of Montreal September 2009 - September 2010
Skills
Petroleum, Energy Industry, Oil/Gas, Gas, Natural Gas, Energy, Oil & Gas, Pipelines, Team Leadership, Oil & Gas Industry
Education
Southern Alberta Institute of Technology 2010 — 2012
Diploma, Energy Asset Management
The University of Lethbridge 2006 — 2008
BMan, Finance
Central Memorial High School
Great-West Life December 2012 - Present
Transamerica Life Canada 2007 - December 2012
Bank of Montreal 2006 - 2007
RBC 2003 - 2006
Skills
Mutual Funds, Life Insurance, Segregated Funds, Account Management, Strategic Financial..., Investments, Retirement, Financial Analysis, Salesforce.com, Asset Management, Financial Advisory, Wealth Management, Sales Management, Securities, Bonds, Equities, Portfolio Management, Financial Services, Fixed Annuities, Insurance, Finance, Sales, Retirement Planning, Wealth, Asset Allocation, Strategy, Banking, Business Development, Investment Strategies, Relationship Management, Financial Planners, Pensions, CRM, Estate Planning, Disability Insurance, High Net Worth..., Investment Advisory, Critical Illness, Term Life Insurance, Financial Planning
Education
Simon Fraser University
Bachelor of Arts (B.A.), Economics
Kids Help Phone Drive online donations to ensure Kids Help Phone can continue to meet the demand from kids and teens who reach out for help. Manage the organization website including editorial/content strategy. Manage the social media strategy. Manager, Multi-Channel MarketingToys"R"Us CanadaFebruary 2011 - September 2015
Canadian Tire March 2009 - February 2011
Canadian Tire Corporation October 2004 - March 2009
Canadian Tire January 2004 - October 2004
Canadian Tire March 2003 - December 2003
Canadian Tire September 1998 - March 2003
Rogers Communciations December 1996 - September 1998
Bank of Montreal 1990 - 1995
Skills
E-commerce, Team Leadership, Coaching, Marketing Strategy, Social Media, Online Marketing, Email Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Market Research, Marketing, SEM, Strategy, Advertising, Brand Development, Digital Media, Marketing Research, Customer Insight, User Experience, Multi-channel Marketing, Creative Direction, Segmentation, Affiliate Marketing, Integrated Marketing
Education
University of Waterloo 1982 — 1984
B.A., Sociology
Sheridan College 1980 — 1982
Research Techniques Diploma, Marketing Research
OB Consulting Sevices June 1996 - Present
Aecon 2013 - 2015
Bank of Montreal December 2010 - June 2011
Home Trust Company July 2010 - December 2010
The Home Depot August 2009 - October 2010
GMAC January 2009 - August 2009
CP Kelco June 2008 - December 2008
The AES Corporation November 2007 - May 2008
Cox Enterprises August 2006 - August 2007
CheckFree 2007 - 2007
Skills
Fixed Assets, SAP R/3, General Ledger, SAP Consolidations, SAP Banking - Loans..., SAP BI/BW, IFRS, SAP Solution Manager, SAP Travel Management, SAP ASAP Methodology, SAP Finance and..., SAP New GL, SAP Netweaver, SAP, Consolidation, New GL, SAP BI, SAP Implementation, SAP ERP, Project Planning, Business Objects, ERP, ABAP, SAP BW, Analysis, Data Modeling, Business Process, Accounting, Integration, Master Data Management, SAP FI, ECC, SD, Business Intelligence, SAP FICO, Consulting, Business Analysis, Business Process..., SAP BPC, Requirements Analysis, SAP FI/CO Configuration, SDLC, Requirements Gathering
Education
Southern Alberta Institute of Technology
Accounting and Information Technology
RBC Capital Markets 1996 - Present
Bank of Montreal May 1994 - March 1996
Education
University of Toronto 1985 — 1992
Ph.D, Mathematics
Shanghai Jiao Tong University 1978 — 1984
B. Sc and M.Sc, Applied Mathematics
Ontario Ministry of Health and Long-Term Care February 2015 - Present
Bank of Montreal August 2013 - August 2014
Cancer Care Ontario May 2012 - August 2013
Cancer Care Ontario December 2011 - May 2012
Accenture November 2010 - January 2012
MOHLTC - Community Care Information Management (CCIM) March 2009 - June 2010
Continue Care Information Management March 2009 - June 2010
Cancer Care Ontario September 2008 - March 2009
Cancer Care Ontario September 2008 - February 2009
Cancer Care Ontario (Wait Times Information Strategy) April 2006 - June 2008
Skills
Healthcare Information..., SDLC, Project Management, MS Project, Business Analysis, Integration, Healthcare, Crystal Reports, Change Management, Software Documentation, HL7, EHR, EMR, Business Requirements, Management, Quality Assurance, PMO, Strategy, Visio, User Acceptance Testing, Testing, Stakeholder Management, Process Improvement, Team Leadership, Program Management, Requirements Gathering, Requirements Analysis, Leadership, Software Project..., Analysis, PMP, Business Process, Access, Business Process..., Project Planning, Vendor Management, SQL, Business Intelligence, Cross-functional Team..., IT Strategy, ERP, SharePoint, Microsoft Project, Oracle, Project Portfolio..., Resource Management
Education
Information Technology Institute
Post Graduate, Applied Information Technology
North View
Sheridan College
Diploma, Business Administration; Finance
Bank of Montreal September 2009 - Present
Adastra Corp. August 2007 - Present
Cancer Care Ontario August 2007 - September 2009
FTI Software August 2003 - July 2007
Technologica January 2000 - July 2003
Bulgarian Telecommunication Company October 1998 - December 1999
Skills
Database Design, Data Warehousing, PL/SQL, ETL, SQL, Business Analysis, Databases, Oracle SQL, Software Development, Business Intelligence, Architecture, Informatica, Requirements Analysis, DB2, Oracle, Agile Methodologies, Data Integration, Data Modeling, Enterprise Architecture, XML, Solution Architecture, Software Project..., SQL Tuning, Business Objects, Shell Scripting, Data Warehouse..., Performance Tuning, Teradata, Unix, Erwin, OLAP, Unix Shell Scripting, Data Marts, SOA, Requirements Gathering, Microsoft SQL Server, Oracle SQL Developer
Education
Sofia University St. Kliment Ohridski 1994 — 1999
Master's degree, Computer Science
High School of Mathematics 'Atanas Radev', Yambol 1989 — 1994
Math & English
Quickplay April 2014 - Present
Toronto Star July 2012 - December 2013
Bank of Montreal July 2011 - July 2012
BMO Financial Group 2007 - July 2011
Sunlife Financial 1900 - 1901
Skills
Business Analysis, SDLC, Disaster Recovery, Requirements Analysis, Enterprise Architecture, Solution Architecture, Infrastructure, IT Infrastructure..., IT Strategy, Vendor Management, IT Management, Software Development, Data Center, Windows Server, Oracle, Cloud Computing, SQL, Virtualization, Hyper-V, Troubleshooting, Linux, Microsoft Exchange
Education
Sheridan College 1992 — 1998
programmer, computers
Queen Elizabeth 1988 — 1992
Bank of Montreal March 2006 - Present
Skills
Credit Analysis, Credit Risk
Education
Simon Fraser University 1995 — 1997
Bank of Montreal May 2005 - February 2013
CSP Security Inc. January 2004 - April 2005
RBC July 2000 - December 2003
Skills
Payments, SWIFT, Fedwire, Tandem, TAL, COBOL, MQ, CMMI, Application Development, SDLC, Visual Basic, VBA, ISO 20022, ISO 8583, Banking, Systems Analysis, ISO8583, SWIFT payments, Requirements Gathering, Websphere
Education
Southeast University 1988 — 1992
Bachelor, Radio, Information
China Construction Bank Toronto Branch September 2014 - Present
Personal and Family Accounts September 2014 - September 2014
Cambridge Mercantile Group April 2012 - May 2014
HIFX Risk Management Inc 2008 - 2009
HIFX, INC 2008 - 2009
Kingscrossing Capital December 2007 - October 2008
Bank of Montreal 1998 - 2007
BMO Capital Markets October 1997 - August 2006
Credit Suisse January 1996 - August 1997
TD Securities January 1994 - December 1995
Skills
FX trading, Currency, FX Options, Trading, Liquidity, Emerging Markets, Traders, Portfolio Management, Capital Markets, Hedging, Options, Foreign Exchange, Derivatives, FX Hedging, Financial Markets, Money Market, Swaps, Electronic Trading, Fixed Income, FX Trading, Risk Management, Banking, Financial Risk
Education
Sheridan College 1978 — 1980
Diploma, Accounting/Finance
University of Toronto September 2006 - Present
Bank of Montreal 2010 - 2013
Alcatel-Lucent Bell Labs 2008 - 2009
University of Toronto 2006 - 2007
Simon Fraser University 2005 - 2006
Simon Fraser University 2004 - 2005
Simon Fraser University 2003 - 2003
Education
University of Toronto 2006 — 2010
Simon Fraser University 2003 — 2006
M.Sc., Computing Science
University of Essex 2002 — 2003
M.Sc., Computer Science
Tsinghua University 1998 — 2002
B.E., Computer Science
Beijing No.4 High School
Clayton Consulting Ltd 2003 - Present
PowellDorian Services Inc October 2009 - October 2011
Marqui, Inc October 2004 - May 2008
Cayenta 1995 - 2003
Bank of Montreal 1993 - 1995
Unitel 1992 - 1993
Skills
Financial Modeling, Financial Reporting, Internal Controls, Mergers, Forecasting, Financial Analysis, Mergers & Acquisitions, Accounting, IFRS, Finance, Cash Management, Project Management, Leadership, Management, Budgets
Education
Association of Chartered Certified Accountants
Certificate, International Financial Reporting Standards
Certified General Accountants
CGA, Accounting
Simon Fraser University
BBA, Finance & Accounting
BMO Financial Group September 2013 - Present
Bank of Montreal April 2012 - September 2013
Bank of Montreal January 2010 - April 2012
Bank of Montreal April 2011 - June 2011
Bank of Montreal 2005 - 2009
Bank of Montreal 2003 - 2005
Bank of Montreal 2000 - 2005
Skills
ITIL, Security, CISSP, Windows, Firewalls, Information Security, Vendor Management, Information Security..., Disaster Recovery, SDLC, Solution Architecture, Enterprise Architecture, Infrastructure, Networking, Checkpoint, Change Management, IT Strategy, Program Management, IT Operations, Data Center
Education
Trent University 1998 — 2000
MSc, Physics
Sofia University St. Kliment Ohridski 1989 — 1994
MSc, Physics
Bank of Montreal October 2009 - Present
Hyatt Regency May 2006 - October 2009
Education
The University of Lethbridge 2006 — 2008
General Management
Southern Alberta Institute of Technology 2004 — 2006
Hotel and Restaurant Management
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
MCAP September 2013 - Present
Crawford & Company 2009 - Present
Bank of Montreal November 2006 - June 2008
Skills
Banking, Credit, Leadership, Call Centers, Mortgage Lending, Microsoft Excel, Team Building, Customer Service, Time Management, Insurance, Financial Services, Sales Management, Management, Sales, Negotiation
Education
Sheridan College 2000 — 2002
Business Administration - Marketing
Ministry of Community & Social Service July 2013 - Present
Ministry of Government Services July 2010 - May 2013
Bank of Montreal August 2009 - June 2010
Ontario Teacher’s Pension Plan December 2008 - July 2009
Travelex Canada February 2008 - November 2008
CGI Group Inc. September 2006 - January 2008
Aviva Canada February 2006 - August 2006
Bank of Montreal June 2005 - February 2006
IBM Canada Ltd. Securites Industry Service Branch September 2003 - June 2005
IBM Canada Ltd. Pacific Development Center Branch September 2000 - August 2003
Education
Simon Fraser University
Undergraducate Major, Computing Science
University of Alberta
Master, Computing Science
Ronald McDonald House Southern Alberta March 2014 - Present
Calgary Zoo October 2013 - March 2014
CanLearn Society May 2012 - October 2013
Dietlinde's House Enterprises September 2008 - 2012
Bank of Montreal April 1978 - July 2008
Skills
Adobe Creative Suite, Microsoft Office, Raiser's Edge, Office Administration, Brochures, Layout, Newsletters, Logo Design, Graphics, Technical Writing, Advertising, Flyers, Budgets, Microsoft Excel, Business Analysis, Project Management, Nonprofits, Adobe Acrobat, Database Administration, Event Planning
Education
Southern Alberta Institute of Technology 2008 — 2010
Diploma, Digital Graphic Communication
CIBC July 2014 - Present
HSBC May 2010 - Present
Bank of Montreal October 2006 - May 2010
Standard Chartered Bank July 1998 - July 2006
Skills
Commercial Banking, Accounting, Credit, Loans, Customer Service
Education
The University of British Columbia 2009 — 2010
Diploma of Accounting (DAP)
Shenzhen University
Bachelor of Arts (B.A.)
Healthtek Enterprises 2012 - 2013
Healthtek Enterprises 2012 - 2012
Bank of Montreal 2011 - 2012
Community Living BC 2009 - 2010
Community Living BC 2008 - 2008
Skills
Sales, Sales Management, Team Leadership, Team Building, Direct marketing, Field Sales, Customer Service, Account Management, Account Administration, Direct Sales, Sales Process, Coaching, Sales Presentations, Business Development, Communication, Establish & Maintain..., Mandarin, Exceeding Quotas, Customer Relations, Negotiation, Financial Analysis, Finance, Field Marketing, Presentation Coaching, Sales Growth, Retail Banking, Banking Relationships, Financial Reporting, Performance Management, Data Analysis, Marketing, Retail Sales, Lead Generation, Needs Analysis, Referrals, Conflict Resolution, Customer Satisfaction, Coordination, Access, Microsoft Excel, Presentations, Microsoft Word, New Business Development, Management, Retail, Investments, Portfolio Management, Financial Markets, Corporate Finance, Fixed Income
Education
Simon Fraser University 2004 — 2009
Bachelor of Business Administration, Finance
TELUS Communications March 2005 - Present
Enertiasoft March 2001 - March 2005
Bank of Montreal March 1996 - March 2001
Skills
Critical Thinking, Business Analysis, Communication Skills, Situational Leadership, Program Management, Strategic Planning, Budgeting, Project Planning, Requirements Gathering, Requirements Analysis, Business Case Modelling, Office 20xx , SAP, CRM..., HTML, JavaScript,..., Windows, Mac OS X, Linux, HTML, Windows, Succession Planning, Operational Risk..., Change Management, Management, Budgets, Call Centers, Leadership, Project Management, Telecommunications, Marketing, Analytics, Customer Experience, Sales, Team Leadership, Communication, Product Management
Education
Southern Alberta Institute of Technology 1993 — 1995
Business Marketing & Communications
CPP Investment Board September 2011 - Present
TD Bank April 2009 - September 2011
Bank of Montreal July 2008 - April 2009
TD Securities April 2008 - August 2008
Ontario Teachers' Pension Plan May 2007 - August 2007
Skills
Risk, Quantitative Analytics, Financial Risk, Interest Rate..., Portfolio Management, Stress Testing, Statistical Modeling, Investments, Derivatives, Economics, Structured Products, VAR, Quantitative Finance, Fixed Income, Market Risk, Bloomberg, Statistics, Financial Modeling, Risk Management
Education
University of Toronto - Rotman School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of Toronto 2006 — 2008
Master of Financial Economics, Finance, Economcis
The University of Western Ontario 2003 — 2006
HBA, Actuarial Science with Economis
Shanghai Jiao Tong University 2000 — 2003
Engineer
Kwantlen Polytechnic University September 2004 - Present
Bank of Montreal September 2000 - April 2009
Vancity May 1990 - August 2000
Skills
Teaching, Leadership Development, Coaching, Public Speaking, Organizational..., E-learning, Interviewing, Research, Employee Relations, Team Building, Strategic Planning, Performance Management, Writing, Data Analysis, Change Management, Customer Service, Problem Solving, Adult Education, Analysis, Business Strategy, PowerPoint, Team Leadership, Change Leadership, Microsoft Office, Administration, Executive Coaching, Customer Relations, Educational Technology, Teamwork, Strategic Thinking, Conflict Resolution, E-Learning, Staff Development, Workshop Facilitation, Training, Curriculum Design, Instructional Design, Policy
Education
University of Calgary 2005 — 2010
PhD, Organizational Behaviour
University of Calgary 2002 — 2005
MEd, Adult Education
Simon Fraser University 1999 — 2001
MBA, Business
Canadian Council of Human Resources Association
CHRP, Human Resources Management and Services
BC Ministry of Advanced Education
Instructor Diploma, Education
Thompson Rivers University
BA, General Studies
University of Cambridge
CELTA, Teaching English as a Second Language
General Credit Services Inc January 2015 - Present
NCO Financial Services, Inc December 2003 - December 2014
The Brick May 2002 - December 2003
Bedford Borough Council September 1997 - February 2002
Bank of Montreal June 1994 - February 1997
Skills
Customer Service, Call Center, Team Leadership, Risk Management, Team Building, Credit, Process Improvement, Forecasting, Banking, Vendor Management, Leadership, Call Centers, Customer Experience, Customer Satisfaction, Operations Management, Performance Management
Education
Sheridan College 2009 — 2011
Quality Assurance and Management Certificate
The University of Calgary 1995 — 1996
Selkirk College 1994 — 1995
Bank of Montreal March 2011 - February 2015
Hudson's Bay Company December 2009 - March 2011
Skills
Financial Reporting, Financial Analysis
Education
Shanghai University of Finance and Economics 1993 — 1997
Bachelor's degree, Accounting and Finance
S.i. Systems September 2015 - Present
S.i. Systems June 2014 - August 2015
Cathedral Energy Services October 2012 - May 2014
Intelica Solutions Inc. April 2011 - December 2012
SMART Technologies January 2010 - April 2011
SMART Technologies January 2007 - December 2010
Calgary Board of Education January 2006 - December 2007
Bank of Montreal January 2001 - January 2003
Skills
Active Directory, Servers, Microsoft Exchange, Troubleshooting, DNS, Blackberry Enterprise..., Hardware, Microsoft Office, DHCP, VMware ESX, Cisco Technologies, IT Service Management, Networking, Windows, SharePoint, Firewalls, SCCM, ITIL, VMware, Network Architecture, Linux, MS-DOS, Cisco Wireless, WinPE, Visio, Switches, System Administration, OS X, Windows Server, Cloud Computing, Windows 7, XP, Citrix, Citrix XenApp 6.5, Windows XP
Education
Southern Alberta Institute of Technology 2002 — 2005
Computer Engineering
Southern Alberta Institute of Technology 2002 — 2005
Computer Engineering, Information Technology
Southern Alberta Institute of Technology 2002 — 2005
Computer Engineering Technology
Saputo Inc. April 2015 - Present
Saputo Inc. June 2014 - Present
Heenan Blaikie LLP July 2012 - March 2014
Karstan Communications Inc. December 2009 - July 2012
Bank of Montreal 2007 - 2009
Ministry of Education 2006 - 2007
General Electric 2005 - 2006
Skills
Public Relations, Internal Communications, Event Planning, Proofreading, Corporate Communications, Marketing Communications, Public Speaking, Copywriting, Copy Editing, Project Coordination, Online Marketing, Social Media, Advertising, Creative Writing, Press Releases, Sponsorship, Customer Service, Administration, Coordination, Microsoft Office, French & English voice..., Appeared in Print ad..., Publications, Writing, Creative Direction, Online Copy, Conference Organization, Media Relations, French, Facebook, Marketing, Conference Coordination, Sponsorship Relations
Education
Sheridan College 2003 — 2004
Corporate Communications Post-Graduate Certificate, Honours, Communications and Public Relations
Western University 2000 — 2003
B.A Sociology, Sociology
BMO Financial Group January 2014 - Present
Bank of Montreal April 2013 - January 2014
BMO Financial Group June 2010 - April 2013
Bank of Montreal April 2007 - June 2010
Bank of Montreal October 2005 - April 2007
Exchange Solutions Inc. September 2003 - September 2005
MOMENTUMTRACKER INC. (FinMT) Toronto May 1999 - August 2003
Bank of Montreal September 1997 - May 1999
NV Solutions, Toronto, Canada March 1996 - September 1997
EUROMIN S.A., LONDON, UK January 1993 - February 1995
Skills
Financial Modeling, AML, Banking, Strategy, Retail Banking, Strategic Financial..., Risk Management, Portfolio Management, Natural Resources, Analytics, Financial Services, Capital Markets, Forecasting, Credit Risk
Education
The London School of Economics and Political Science (LSE) 1990 — 1994
MSc Econ, Finance
Sofia University St. Kliment Ohridski 1985 — 1990
BA, Philology
114 English Language High School, Sofia, Bulgaria 1980 — 1985
High School, Most school subjects taught in English
Royal Bank of Canada May 2010 - Present
Bank of Montreal January 2001 - May 2008
Wright Metal Fabricators Ltd. January 1997 - December 2000
Skills
Risk Management, Account Management, Banking, Business Analysis, Business Strategy, Financial Analysis, Film, Innovation, Mergers, Negotiation, Strategic Planning, Problem Solving, Credit Risk, Risk Mitigation, Public Speaking, Project Management, Retail Banking, Finance, Credit, Commercial Banking, Mergers & Acquisitions, Start-ups
Education
The University of Winnipeg 2009 — 2010
Project Management Diploma, Project Management
The University of Winnipeg 2009 — 2010
Management Certificate, Management
Certified General Accountants Association 2007 — 2009
Accounting and Finance
Sheridan College 1998 — 2000
Accounting and Business/Management
Confederation College 1993 — 1994
Film Production
Diebold June 2004 - November 2011
BMO Financial Group 2002 - 2004
BMO Financial Group 2001 - 2002
Bank of Montreal 2000 - 2001
BMO Financial Group 1998 - 2000
Skills
Team Oriented, Skilled Communicator, Organizer, Team Leadership, Process Improvement, Change Management, Account Management, Team Building, Project Planning, Customer Satisfaction, Business Process..., Business Strategy, Leadership, Service Delivery, Networking, Customer Service, Human Resources, Forecasting, Vendor Management, Time Management, Business Analysis
Education
Meritus University 2008 — 2011
Bachelor of Business Administration
Lord Elgin High School 1980 — 1984
Sheridan College
Bank of Montreal November 2012 - July 2015
Bank of Montreal March 2011 - November 2012
Bank of Montreal March 2008 - March 2012
Bank of Montreal May 2005 - March 2008
Bank of Montreal January 2006 - October 2006
Bank of Montreal March 2003 - January 2006
Bank of Montreal July 2000 - March 2003
Bank of Montreal January 1996 - July 2000
Bank of Montreal March 1991 - January 1996
Bank of Montreal March 1980 - March 1991
Skills
Business Process..., Process Improvement, Business Process, Business Analysis, Program Management, Six Sigma, Change Management, Financial Services, Strategy, Leadership, Project Management, Business Development, PMO, Business Strategy, Management
Education
BA , Six Sigma BB, Lean Enterprise 1994 — 2010
Sheridan College 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting, Business Math, Communications, Computer Applications
Dale Carnegie 1996 — 1998
Communication, Dale Carnegie Leadership Program
Bank of Montreal July 2014 - Present
TD 2002 - June 2014
TD Canada Trust June 2000 - June 2014
Skills
Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Mortgage Lending, Lines Of Credit, Credit Risk, Cross Selling, Portfolio Management, Loan Origination, Deposits, Relationship Management
Education
Major Composite
Southern Alberta Institute of Technology
Journalism
Building Science + Architecture July 2014 - Present
Glenn Cunningham Truck and Equipment Sales Ltd January 2001 - Present
Bank of Montreal 1986 - 1990
Bank of Montreal 1981 - 1986
Skills
Revit, Interior Design, Illustrator, SketchUp, Photoshop, Space planning, Sketching, Furniture, 3D Studio Max, Architectural Drawings, Rendering, AutoCAD Architecture, InDesign, Drawing, Design Research, Microsoft Office, Submittals, Architectural Design, AutoCAD, Construction Drawings, Customer Service, Architecture
Education
SAIT 2011 — 2013
Diploma With Honours, Architectural Technology, 3.98
University of Calgary 2010 — 2013
Visual Design Certificate, Interior Design
Bowness High School 1977 — 1980
Bank of Montreal March 2011 - Present
Manulife Financial March 2010 - March 2011
Bank of Montreal November 2006 - February 2010
Skills
Market Risk, Basel II, Credit Risk, Derivatives, Quantitative Finance, Fixed Income, ALM, Quantitative Analytics, Stress Testing, Capital Markets, Matlab, Liquidity Risk, Financial Risk, Economic Capital, Portfolio Management, Trading System, Risk Management, Investments, Business Analysis, Valuation, Commodity, FX Derivatives, Financial Engineering, SQL, VBA, Interest Rate..., Project Management, Counterparty Risk, Pricing, Equity Derivatives, Financial Modeling, Equities, Requirements Gathering, Project Delivery, Bloomberg
Education
York University - Schulich School of Business 2004 — 2006
MBA, Financial Engineering
Shanghai Jiao Tong University 1992 — 1995
Master's degree, Computer Science
Shanghai Jiao Tong University 1988 — 1992
Bachelor's degree, Engineering
Real Estate Sales January 1982 - Present
ICWGroup 2007-2010 April 2007 - August 2010
Prudential California Realty April 2007 - 2010
Roman Deco - Importer/Exporter January 1978 - January 1982
Continue....... .Sonya Scotti-Martin January 1977 - January 1978
Bank of Montreal January 1964 - January 1977
Education
Simon Fraser University 1974 — 1976
MBA, Business
Real Estate
RE License
Simon Fraser University
B.A; Vancouver B.C. M.B.A; Vancouver B.C, Business
Coast Capital Savings February 2011 - Present
Bank of Montreal March 2010 - January 2011
BMO Guardian December 2005 - March 2010
Mackenzie Financial Corporation June 2002 - December 2005
TD Waterhouse October 2000 - June 2002
Skills
Mutual Funds, Investments, Equities, Securities, Financial Services, Sales, Analysis, Training, Customer Service, Wealth Management, Coaching, Portfolio Management, Retirement Planning, Banking, Investment Advisory, Investment Strategies, Bonds, Financial Advisory, Client Relations Skills, Client Development
Education
Simon Fraser University 1994 — 2000
BBA, Finance, Management Information Systems
CFA Institute
Bank of Montreal July 2011 - Present
Mytrak Health Systems August 2007 - February 2011
Canada Revenue Agency January 2005 - May 2007
TD Bank Group May 2004 - November 2005
Education
Sheridan College 2000 — 2003
Diploma, Computer Science Technology
Applewood Heights Secondary School 1994 — 1999
School Diploma, business and computer
Institute of Public Administration of Canada January 2011 - June 2011
Bank of Montreal July 2005 - September 2009
Education
University of Westminster 2009 — 2011
MA, International Development
Simon Fraser University 2003 — 2007
BA, Economics
Canadian Western Bank Group April 2014 - Present
BMO Harris Private Banking 2010 - 2013
Bank of Montreal February 2003 - September 2010
Skills
Credit, Wealth Management, Commercial Banking, Mortgage Lending, Mutual Funds, Banking, Customer Service, Personal Financial..., Personal Lines of Credit
Education
Simon Fraser University 1975 — 1978
BA, Commerce & Economics
BMO Financial Group September 2014 - Present
Bank of Montreal February 2010 - September 2014
Education
CSI 2011 — 2011
IFC, Investment Funds Canada
York University 2006 — 2010
Business Administration
Sheridan College 2004 — 2006
HRM, Human Resource Managment
Bank of Montreal November 2010 - Present
Skills
Commercial Banking, Banking, Mutual Funds, Financial Analysis, Retail Banking, Relationship Management, Risk Management
Education
Sheridan College 2001 — 2004
Finance, Finance
Bank of Montreal August 2011 - Present
Bank of Montreal December 2007 - July 2011
Education
The University of Lethbridge 2008 — 2010
B.Mgt, Finance
Southern Alberta Institute of Technology / SAIT 2006 — 2008
Business Administration Diploma, Business Administration
TD Bank Group May 2009 - Present
Bank of Montreal July 2000 - May 2009
Skills
Home Equity Lines of...
Education
Simon Fraser University 1997 — 2000
economics
Edward Jones July 2013 - Present
Future Shop November 2011 - January 2013
Direct Sales Force February 2009 - April 2009
Colliers-International December 2007 - December 2007
Bank of Montreal December 2006 - December 2006
Skills
Event Planning, Sales, Sales Presentations, Marketing Strategy, Office Administration
Education
Simon Fraser University
Bachelor of Arts (BA), Communication and Media Studies
Ron White Shoes April 2011 - Present
Ministry of Community and Social Services August 2009 - March 2010
Ontario Association of Community Care Access Centers September 2007 - September 2008
Bank of Montreal January 2007 - April 2007
Real Canadian Superstore July 2004 - July 2005
Education
George Brown College 2011 — 2013
Nursing
Sheridan College 2005 — 2008
Computer Science Technician
CIBC Imperial Service September 2014 - Present
TD Bank Group 2011 - 2013
Bank of Montreal November 2006 - 2011
Skills
Residential Mortgages, Loans, Mortgage Lending, Mutual Funds, Refinance, Debt Consolidation, Retirement Planning, Credit, Commercial Banking, Consumer Lending, Lines Of Credit, Commercial Lending, Home Refinances, Commercial Mortgages, Home Equity Lines of..., Holistic Financial..., Credit Management, Investment Advisory, Investment Strategies, Investment Management, Financial planning, Financial Planning
Education
Simon Fraser University
BA
BMO Harris Private Banking May 2013 - Present
Bank of Montreal June 2010 - April 2013
Bank of Montreal December 2008 - May 2010
Skills
Mutual Funds, Banking, Credit, Investments
Education
Simon Fraser University 2005 — 2008
BBA, Finance
University of Toronto 2002 — 2003
Commerce
Fifth Third Bank 2009 - Present
BMO BANK OF MONTREAL 2005 - 2009
BANK OF MONTREAL 2000 - 2005
BANK OF MONTREAL 1997 - 2000
BANK OF MONTREAL 1991 - 1997
Skills
Compliance, Operational Risk, Branch Banking, Personal Banking, Office Administration, Financial Reporting, Investigative Reporting, Anti Money Laundering, Small Business Lending, Team Building, Team Management, Team Leadership, Microsoft Office, Customer Service, Customer-focused Sales, Commercial Banking, International Banking..., Credit Cards
Education
ACAMS
CAMS, AML/CTF Compliance
Sheridan College
Institute for Learning
BR Sports Inc 2006 - Present
Verico Paragon Mortgage Inc 2005 - 2011
Bayfield Mortgage Professionals 2004 - 2005
TD Canada Trust 2002 - 2004
Investors Group Trust Company 1998 - 2001
RC Products 1997 - 1998
Bank of Montreal 1994 - 1997
Skills
Customer Service, Marketing, Strategic Planning, Leadership, Event Planning, Project Management, Time Management, Results Oriented, Small Business..., Mortgage Underwriting, Self-management, Systematic, Sports Coaching, Sales Management, Relationship Management, Mortgage Lending, Management, Sales, Residential Mortgages, Coaching
Education
Simon Fraser University 1994 — 1996
Bachelor's Degree, Business Administration and Management, General
Okanagan University College 1992 — 1994