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
Employee
Years
Job
Industry
Bradley Telfer Bradley Telfer's Bank of Montreal Experience October 2010 - September 2011
Job Director at CBL
Industry Sports
Experience
Bradian Holdings Inc December 2014 - Present
Canadian Basketball League October 2014 - Present
Woodstone Capital November 2011 - October 2012
Bank of Montreal October 2010 - September 2011
Skills
Wealth Management, Equities, Investments, Financial Analysis, Financial Modeling, Finance, Accounting, Banking, Investment Banking, Corporate Finance, Bloomberg, Leadership, Microsoft Office, Marketing, Customer Service, Public Speaking
Education
UBC 2012 — 2013
Diploma in Accounting
University of Victoria 2007 — 2010
Bachelor of Arts (BA), History
Bradian Holdings Inc December 2014 - Present
Canadian Basketball League October 2014 - Present
Woodstone Capital November 2011 - October 2012
Bank of Montreal October 2010 - September 2011
Skills
Wealth Management, Equities, Investments, Financial Analysis, Financial Modeling, Finance, Accounting, Banking, Investment Banking, Corporate Finance, Bloomberg, Leadership, Microsoft Office, Marketing, Customer Service, Public Speaking
Education
UBC 2012 — 2013
Diploma in Accounting
University of Victoria 2007 — 2010
Bachelor of Arts (BA), History
Riley Graydon Riley Graydon's Bank of Montreal Experience May 2008 - August 2010
Job Student at The University of Alberta
Industry Law Practice
Experience
Blake, Cassels & Graydon LLP September 2015 - Present
Alexander Holburn Beaudin + Lang LLP May 2014 - August 2014
DUNCAN CRAIG LLP May 2013 - August 2013
Bank of Montreal May 2008 - August 2010
Canadian Pacific Railway May 2009 - August 2009
Jacques Whitford AXYS 2006 - 2007
Skills
Market Research, Microsoft Excel, Teamwork, Social Media, Marketing, Customer Service, Microsoft Office, Social Media Marketing, Marketing Communications, Team Leadership, Marketing Strategy, Leadership
Education
University of Alberta 2012 — 2015
Juris Doctor (J.D.), Law
The University of British Columbia
Bachelor of Commerce, Marketing
Blake, Cassels & Graydon LLP September 2015 - Present
Alexander Holburn Beaudin + Lang LLP May 2014 - August 2014
DUNCAN CRAIG LLP May 2013 - August 2013
Bank of Montreal May 2008 - August 2010
Canadian Pacific Railway May 2009 - August 2009
Jacques Whitford AXYS 2006 - 2007
Skills
Market Research, Microsoft Excel, Teamwork, Social Media, Marketing, Customer Service, Microsoft Office, Social Media Marketing, Marketing Communications, Team Leadership, Marketing Strategy, Leadership
Education
University of Alberta 2012 — 2015
Juris Doctor (J.D.), Law
The University of British Columbia
Bachelor of Commerce, Marketing
Emily Souresrafil Emily Souresrafil's Bank of Montreal Experience October 2006 - March 2007
Job Digital Services and Advertising
Industry Marketing and Advertising
Experience
Yellow Pages Group / Groupe Pages Jaunes – Canada December 2012 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada March 2012 - December 2012
PRIME Strategies September 2011 - December 2011
Best Buy April 2007 - September 2010
Bank of Montreal October 2006 - March 2007
Skills
Social Media, Social Media Marketing, Marketing Communications, Proofreading, Public Relations, Social Networking, Copywriting, Editing, French, Microsoft Office, Translation, Creative Writing, Photoshop, Blogging, Online Advertising, Event Planning, Websites, Coordination, InDesign, Project Management, Digital Marketing, English, Customer Service, Corporate Communications, Photography, Marketing Strategy
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Double Major in French & English Literature
Yellow Pages Group / Groupe Pages Jaunes – Canada December 2012 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada March 2012 - December 2012
PRIME Strategies September 2011 - December 2011
Best Buy April 2007 - September 2010
Bank of Montreal October 2006 - March 2007
Skills
Social Media, Social Media Marketing, Marketing Communications, Proofreading, Public Relations, Social Networking, Copywriting, Editing, French, Microsoft Office, Translation, Creative Writing, Photoshop, Blogging, Online Advertising, Event Planning, Websites, Coordination, InDesign, Project Management, Digital Marketing, English, Customer Service, Corporate Communications, Photography, Marketing Strategy
Education
The University of British Columbia 2001 — 2006
Bachelor of Arts (BA), Double Major in French & English Literature
HANS H. BEEN, MBA, MS(FIN) HANS H. BEEN, MBA, MS(FIN)'s Bank of Montreal Experience January 1981 - January 1986
Job VP FINANCECFO CORP. FINANCE CONSULTANT SOLUTION TO CORP. & STRUCT. FINANCE NEEDS
Industry Financial Services
Experience
HANS H. BEEN -- CONSULTING February 2013 - Present
NATIONAL POWER PARTNERS January 2011 - January 2013
FC, INC. April 2010 - January 2011
SOLAR POWER PARTNERS, INC. March 2008 - December 2009
FLASHFIND CORP. January 2003 - December 2007
ST. MARY'S COLLEGE OF CALIFORNIA 2005 - 2007
MONTGOMERY WATSON HARZA INC. 1997 - 2002
REDWOOD SECURITIES GROUP, INC January 1995 - January 1997
BECHTEL GROUP, INC January 1985 - January 1995
Bank of Montreal January 1981 - January 1986
Skills
CFO, Financial Management, Board Level, Project Finance, Venture Capital, Private Equity, Mergers, Renewable Energy, Financial management..., International Finance, Managerial Finance, Mergers & Acquisitions, Corporate Finance, Start-ups, Solar Energy, Structured Finance, Financial Analysis, Investment Banking, Executive Management
Education
Stanford University 1991 — 1991
EXECUTIVE, EXECUTIVE PROGRAM
California State University-Northridge 1977 — 1979
MS FINANCE, FINANCE
University of Copenhagen, Business School 1971 — 1975
BBA/MBA, BUSINESS
University of Copenhagen 1970 — 1972
B.A, Economics, A
HANS H. BEEN -- CONSULTING February 2013 - Present
NATIONAL POWER PARTNERS January 2011 - January 2013
FC, INC. April 2010 - January 2011
SOLAR POWER PARTNERS, INC. March 2008 - December 2009
FLASHFIND CORP. January 2003 - December 2007
ST. MARY'S COLLEGE OF CALIFORNIA 2005 - 2007
MONTGOMERY WATSON HARZA INC. 1997 - 2002
REDWOOD SECURITIES GROUP, INC January 1995 - January 1997
BECHTEL GROUP, INC January 1985 - January 1995
Bank of Montreal January 1981 - January 1986
Skills
CFO, Financial Management, Board Level, Project Finance, Venture Capital, Private Equity, Mergers, Renewable Energy, Financial management..., International Finance, Managerial Finance, Mergers & Acquisitions, Corporate Finance, Start-ups, Solar Energy, Structured Finance, Financial Analysis, Investment Banking, Executive Management
Education
Stanford University 1991 — 1991
EXECUTIVE, EXECUTIVE PROGRAM
California State University-Northridge 1977 — 1979
MS FINANCE, FINANCE
University of Copenhagen, Business School 1971 — 1975
BBA/MBA, BUSINESS
University of Copenhagen 1970 — 1972
B.A, Economics, A
Lily Le, B.Mgt, AMP Lily Le, B.Mgt, AMP's Bank of Montreal Experience January 2005 - April 2011
Job Sr. Mortgage Consultant at Mortgage Alliance
Industry Financial Services
Experience
Mortgage Alliance January 2014 - Present
Scotiabank April 2011 - December 2013
Bank of Montreal January 2005 - April 2011
Skills
Refinance, Residential Mortgages, Finance, Credit, Debt Consolidation, Credit Analysis, Loans, Home Equity Lines of..., Consumer Lending, Relationship Management, Customer Service, Mortgage Underwriting, Mortgage Banking, Credit Risk, Commercial Mortgages, Mortgage Lending
Education
The University of Lethbridge
Bachelor, Human Resource Management and Labor Relation
Mortgage Alliance January 2014 - Present
Scotiabank April 2011 - December 2013
Bank of Montreal January 2005 - April 2011
Skills
Refinance, Residential Mortgages, Finance, Credit, Debt Consolidation, Credit Analysis, Loans, Home Equity Lines of..., Consumer Lending, Relationship Management, Customer Service, Mortgage Underwriting, Mortgage Banking, Credit Risk, Commercial Mortgages, Mortgage Lending
Education
The University of Lethbridge
Bachelor, Human Resource Management and Labor Relation
Cherie Devisser Cherie Devisser's Bank of Montreal Experience 1993 - 1997
Job Manager Community Investment at Vancity
Industry Financial Services
Experience
Vancity April 2015 - Present
Vancity October 1997 - Present
Vancity October 1997 - Present
Vancity April 2011 - April 2012
Vancity March 2008 - May 2009
Vancity February 2000 - October 2000
Vancity 1997 - 2000
Bank of Montreal 1993 - 1997
Bank of Montreal 1994 - 1995
Bank of Montreal 1990 - 1991
Skills
Commercial Banking, Branch Banking, Mortgage Lending, Credit, Loans, Banking, Retail Banking, Lines Of Credit, Residential Mortgages, Refinance, Investments, Wealth Management, Financial Services, Coaching, Employee Training, Negotiation, Contract Negotiation
Education
Credit Union Central 2012 — 2012
Commercial Lending, Honors
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
Institute of Canadian Bankers 1990 — 1996
Certificate of Achievement
Capilano College/BCIT
Financial Planning
The University of British Columbia
Vancity April 2015 - Present
Vancity October 1997 - Present
Vancity October 1997 - Present
Vancity April 2011 - April 2012
Vancity March 2008 - May 2009
Vancity February 2000 - October 2000
Vancity 1997 - 2000
Bank of Montreal 1993 - 1997
Bank of Montreal 1994 - 1995
Bank of Montreal 1990 - 1991
Skills
Commercial Banking, Branch Banking, Mortgage Lending, Credit, Loans, Banking, Retail Banking, Lines Of Credit, Residential Mortgages, Refinance, Investments, Wealth Management, Financial Services, Coaching, Employee Training, Negotiation, Contract Negotiation
Education
Credit Union Central 2012 — 2012
Commercial Lending, Honors
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
Institute of Canadian Bankers 1990 — 1996
Certificate of Achievement
Capilano College/BCIT
Financial Planning
The University of British Columbia
Bruce Williams Bruce Williams's Bank of Montreal Experience November 1999 - November 2007
Job Innovative, Transformational Executive
Industry Financial Services
Experience
Finantix November 2012 - Present
Evtrex Consulting December 2007 - Present
Standard Life July 2013 - March 2015
Bank of Montreal November 1999 - November 2007
Bank of Montreal October 1996 - November 1999
Bank of Montreal July 1995 - October 1996
Skills
Performance Management, Coaching, Start-ups, Call Center, Credit, Compliance, Retail, Change Management, Management Consulting, Management, Cross-functional Team..., Customer Service, Call Centers, Leadership, Process Improvement, Executive Management, Business Strategy, Mergers & Acquisitions, Vendor Management, Finance, Banking, Business Planning, Financial Services, Marketing, Business Transformation, E-commerce, Strategy, Risk Management, Entrepreneurship, Analysis, Business Development, Analytics, Portfolio Management, Sales, Business Analysis, Business Process..., Operations Management
Education
McGill University, MBA 1983 — 1985
Masters of Business Administration
The University of Manchester 1985 — 1985
MBA
McGill University, B. Engineering 1979 — 1983
Bachelor of Engineering
Finantix November 2012 - Present
Evtrex Consulting December 2007 - Present
Standard Life July 2013 - March 2015
Bank of Montreal November 1999 - November 2007
Bank of Montreal October 1996 - November 1999
Bank of Montreal July 1995 - October 1996
Skills
Performance Management, Coaching, Start-ups, Call Center, Credit, Compliance, Retail, Change Management, Management Consulting, Management, Cross-functional Team..., Customer Service, Call Centers, Leadership, Process Improvement, Executive Management, Business Strategy, Mergers & Acquisitions, Vendor Management, Finance, Banking, Business Planning, Financial Services, Marketing, Business Transformation, E-commerce, Strategy, Risk Management, Entrepreneurship, Analysis, Business Development, Analytics, Portfolio Management, Sales, Business Analysis, Business Process..., Operations Management
Education
McGill University, MBA 1983 — 1985
Masters of Business Administration
The University of Manchester 1985 — 1985
MBA
McGill University, B. Engineering 1979 — 1983
Bachelor of Engineering
Paul T. Kenney Paul T. Kenney's Bank of Montreal Experience January 1980 - December 1981
Job Tax Professional, H&R Block
Industry Management Consulting
Experience
H&R Block January 2013 - Present
Canada Safeway Ltd. January 1982 - December 2002
Bank of Montreal January 1980 - December 1981
Calona Wines Ltd January 1974 - December 1978
Skills
Business Strategy, Business Analysis, Financial Analysis, Market Planning, Strategic Planning, Budgets
Education
University of Victoria 2010 — 2012
CMA Executive Program, Strategic Management
The University of British Columbia 1978 — 1980
M.B.A.
University of Guelph 1967 — 1972
B.Sc.(Agr.) & M.Sc. Degrees
H&R Block January 2013 - Present
Canada Safeway Ltd. January 1982 - December 2002
Bank of Montreal January 1980 - December 1981
Calona Wines Ltd January 1974 - December 1978
Skills
Business Strategy, Business Analysis, Financial Analysis, Market Planning, Strategic Planning, Budgets
Education
University of Victoria 2010 — 2012
CMA Executive Program, Strategic Management
The University of British Columbia 1978 — 1980
M.B.A.
University of Guelph 1967 — 1972
B.Sc.(Agr.) & M.Sc. Degrees
Busayo Ayodele Busayo Ayodele's Bank of Montreal Experience 2011 - 2012
Job Articling Student
Industry Legal Services
Experience
Samfiru Tumarkin LLP July 2015 - Present
Human Rights Legal Support Centre May 2014 - August 2014
Human Rights Legal Support Centre September 2013 - December 2013
Law Commission of Ontario January 2013 - August 2013
Bank of Montreal 2011 - 2012
St. Alban's Boys and Girls Club 2009 - 2011
Skills
Recruiting, Team Building, Customer Service, Close Attention to..., Project Management, Management, Multi Tasking, Microsoft Office, Corporate Law, Time Management, Teamwork, Legal Research, Research, Community Outreach, Legal Writing, Nonprofits, Administrative Law, Human Rights, Mediation
Education
York University - Osgoode Hall Law School 2012 — 2015
Doctor of Law (JD), Law
York University
BHRM (Hons), Human Resources Management
The University of Texas at El Paso 2005 — 2006
Business Administration Candidate, Business Administration and Management, General
Samfiru Tumarkin LLP July 2015 - Present
Human Rights Legal Support Centre May 2014 - August 2014
Human Rights Legal Support Centre September 2013 - December 2013
Law Commission of Ontario January 2013 - August 2013
Bank of Montreal 2011 - 2012
St. Alban's Boys and Girls Club 2009 - 2011
Skills
Recruiting, Team Building, Customer Service, Close Attention to..., Project Management, Management, Multi Tasking, Microsoft Office, Corporate Law, Time Management, Teamwork, Legal Research, Research, Community Outreach, Legal Writing, Nonprofits, Administrative Law, Human Rights, Mediation
Education
York University - Osgoode Hall Law School 2012 — 2015
Doctor of Law (JD), Law
York University
BHRM (Hons), Human Resources Management
The University of Texas at El Paso 2005 — 2006
Business Administration Candidate, Business Administration and Management, General
Ken Bascom Ken Bascom's Bank of Montreal Experience 1995 - 2001
Job Performance Development | OD | Leadership Development
Industry Human Resources
Experience
Region of Peel June 2008 - December 2013
Scotiabank October 2002 - March 2008
Hay Group 2001 - 2002
Bank of Montreal 1995 - 2001
Bank of Montreal 1993 - 1995
Bank of Montreal 1991 - 1993
Bank of Montreal 1985 - 1991
Skills
Organizational..., Change Management, Leadership Development, Performance Management, Training, Human Resources, Employee Engagement, Workshop Facilitation, Leadership, Policy, Performance Improvement, Strategy, Coaching, Vendor Management, Program Management, Project Management, Staff Development, Organizational..., Needs Analysis, Project Planning, Strategic Planning, Management, Facilitation, Talent Management, E-Learning, Consulting, Succession Planning, Conflict Resolution, Training Delivery, Instructional Design, Learning Management, Employee Relations, Analysis, Stakeholder Management, Career Counseling, Workforce Planning, Process Improvement, Government, Management Consulting, Team Leadership, Business Process..., Employee Training, Blended Learning, Program Facilitation, Organizational Learning, Public Speaking, Team Building, Adult Education
Education
University of Manitoba 1982 — 1984
MBA, Finance
The University of Lethbridge 1975 — 1980
BA/BEd, History
Region of Peel June 2008 - December 2013
Scotiabank October 2002 - March 2008
Hay Group 2001 - 2002
Bank of Montreal 1995 - 2001
Bank of Montreal 1993 - 1995
Bank of Montreal 1991 - 1993
Bank of Montreal 1985 - 1991
Skills
Organizational..., Change Management, Leadership Development, Performance Management, Training, Human Resources, Employee Engagement, Workshop Facilitation, Leadership, Policy, Performance Improvement, Strategy, Coaching, Vendor Management, Program Management, Project Management, Staff Development, Organizational..., Needs Analysis, Project Planning, Strategic Planning, Management, Facilitation, Talent Management, E-Learning, Consulting, Succession Planning, Conflict Resolution, Training Delivery, Instructional Design, Learning Management, Employee Relations, Analysis, Stakeholder Management, Career Counseling, Workforce Planning, Process Improvement, Government, Management Consulting, Team Leadership, Business Process..., Employee Training, Blended Learning, Program Facilitation, Organizational Learning, Public Speaking, Team Building, Adult Education
Education
University of Manitoba 1982 — 1984
MBA, Finance
The University of Lethbridge 1975 — 1980
BA/BEd, History
Keren Nafte's Bank of Montreal Experience February 1988 - August 1990
Job Founder and CEO, BelEsprit Inc.
Industry Financial Services
Experience
UNC Wilmington May 2014 - Present
BelEsprit Inc. August 1990 - Present
Bank of Montreal February 1988 - August 1990
Proactive Dimensions 1983 - 1987
Skills
Leadership Development, Human Capital, Talent Management, Career Management, HR Consulting, Management Development, Performance Management, Executive Search, Talent Acquisition, Leadership, Succession Planning, Team Building, Personnel Management, Strategy, Organizational Design, Training, Onboarding, Employee Relations, Executive Coaching, Human Resources, Management, Organizational...
Education
Stellenbosch University/Universiteit Stellenbosch 1983 — 1986
BBA, MBA
University of the Witwatersrand 1976 — 1980
BA (Hons) Social Work, Psychology, Sociology
UNC Wilmington May 2014 - Present
BelEsprit Inc. August 1990 - Present
Bank of Montreal February 1988 - August 1990
Proactive Dimensions 1983 - 1987
Skills
Leadership Development, Human Capital, Talent Management, Career Management, HR Consulting, Management Development, Performance Management, Executive Search, Talent Acquisition, Leadership, Succession Planning, Team Building, Personnel Management, Strategy, Organizational Design, Training, Onboarding, Employee Relations, Executive Coaching, Human Resources, Management, Organizational...
Education
Stellenbosch University/Universiteit Stellenbosch 1983 — 1986
BBA, MBA
University of the Witwatersrand 1976 — 1980
BA (Hons) Social Work, Psychology, Sociology
Michael Weissglas Michael Weissglas's Bank of Montreal Experience January 2010 - May 2011
Job Head of North American Moneris & Payments Partnerships at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group October 2013 - Present
BMO Financial Group April 2013 - September 2013
BMO Financial Group October 2012 - April 2013
BMO Financial Group May 2011 - October 2012
Bank of Montreal January 2010 - May 2011
Bain & Company October 2007 - September 2009
Bain & Company June 2006 - August 2006
Navigant Consulting October 2002 - August 2005
Celestica May 2000 - August 2001
Skills
Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Business Development, Mergers & Acquisitions, Process Improvement, Due Diligence, Leadership, Project Management, Valuation, Forecasting, Financial Services, Investments, Banking, Mergers, Analytics, Strategic Planning, Consulting, Negotiation, Product Management, Finance
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Management
University of Toronto 1997 — 2002
Bachelor of Applied Science, Engineering Science, Manufacturing Systems Option
BMO Financial Group October 2013 - Present
BMO Financial Group April 2013 - September 2013
BMO Financial Group October 2012 - April 2013
BMO Financial Group May 2011 - October 2012
Bank of Montreal January 2010 - May 2011
Bain & Company October 2007 - September 2009
Bain & Company June 2006 - August 2006
Navigant Consulting October 2002 - August 2005
Celestica May 2000 - August 2001
Skills
Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Business Development, Mergers & Acquisitions, Process Improvement, Due Diligence, Leadership, Project Management, Valuation, Forecasting, Financial Services, Investments, Banking, Mergers, Analytics, Strategic Planning, Consulting, Negotiation, Product Management, Finance
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Management
University of Toronto 1997 — 2002
Bachelor of Applied Science, Engineering Science, Manufacturing Systems Option
Sarah Symington Sarah Symington's Bank of Montreal Experience 2005 - 2005
Job Senior Manager at Rogers Communications
Industry Telecommunications
Experience
Rogers Communications 2011 - Present
Rogers Communications 2008 - 2011
Rogers Communications 2006 - 2008
Bank of Montreal 2005 - 2005
TD Bank Group 2004 - 2004
Ernst & Young 2001 - 2003
Ernst & Young 2000 - 2001
Ernst & Young 1998 - 2001
Skills
Internal Controls, IFRS, Financial Reporting, Auditing, Accounting, External Audit, GAAP, Financial Statements, US GAAP, Assurance, Business Process, Financial Accounting
Education
The University of British Columbia / UBC 1993 — 1997
Bachelor of Commerce, Accounting
Rogers Communications 2011 - Present
Rogers Communications 2008 - 2011
Rogers Communications 2006 - 2008
Bank of Montreal 2005 - 2005
TD Bank Group 2004 - 2004
Ernst & Young 2001 - 2003
Ernst & Young 2000 - 2001
Ernst & Young 1998 - 2001
Skills
Internal Controls, IFRS, Financial Reporting, Auditing, Accounting, External Audit, GAAP, Financial Statements, US GAAP, Assurance, Business Process, Financial Accounting
Education
The University of British Columbia / UBC 1993 — 1997
Bachelor of Commerce, Accounting
Keith Niebrugge Keith Niebrugge's Bank of Montreal Experience 1997 - 1998
Job Senior Vice President, Commercial Division Manager at MB Financial Bank
Industry Banking
Experience
MB Financial Bank January 2014 - Present
BMO Capital Markets 2001 - 2012
Harris Bank 1998 - 2001
Bank of Montreal 1997 - 1998
Scotiabank 1990 - 1997
Skills
Certified Public..., Series 7, Series 63, Investment Banking, Securitization, Capital Markets, Fixed Income, Debt, Securities, Commercial Banking, Loans
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
MB Financial Bank January 2014 - Present
BMO Capital Markets 2001 - 2012
Harris Bank 1998 - 2001
Bank of Montreal 1997 - 1998
Scotiabank 1990 - 1997
Skills
Certified Public..., Series 7, Series 63, Investment Banking, Securitization, Capital Markets, Fixed Income, Debt, Securities, Commercial Banking, Loans
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
Cristian Balut Cristian Balut's Bank of Montreal Experience 2006 - 2008
Job Delivery Project Executive at IBM Canada
Industry Information Services
Experience
IBM Canada 2011 - Present
IBM Global Services October 1998 - Present
IBM December 1997 - Present
IBM Global Services 1997 - Present
TD Bank 2008 - November 2011
Bank of Montreal 2006 - 2008
Skills
PMP, Program Management, Global Delivery, PMO, SDLC, Project Portfolio..., Software Project..., Agile Project Management, Requirements Analysis, Project Delivery, IT Strategy, Project Management, Resource Management, Enterprise Architecture, IT Management, Business Analysis, Solution Architecture, Requirements Gathering, Integration, Service Delivery, Business Process, Business Requirements, Agile Methodologies, IT Outsourcing, Outsourcing, MS Project, Change Management, IT Service Management, Vendor Management, ITIL, Management, SOA, Business Intelligence, Process Improvement, Pre-sales, Business Process..., Business Transformation, Software Development, Testing
Education
The George Washington University 2002 — 2003
Master, Project Management
Bucharest Technical University 1982 — 1987
Master, Electrical Engineer
IBM Canada 2011 - Present
IBM Global Services October 1998 - Present
IBM December 1997 - Present
IBM Global Services 1997 - Present
TD Bank 2008 - November 2011
Bank of Montreal 2006 - 2008
Skills
PMP, Program Management, Global Delivery, PMO, SDLC, Project Portfolio..., Software Project..., Agile Project Management, Requirements Analysis, Project Delivery, IT Strategy, Project Management, Resource Management, Enterprise Architecture, IT Management, Business Analysis, Solution Architecture, Requirements Gathering, Integration, Service Delivery, Business Process, Business Requirements, Agile Methodologies, IT Outsourcing, Outsourcing, MS Project, Change Management, IT Service Management, Vendor Management, ITIL, Management, SOA, Business Intelligence, Process Improvement, Pre-sales, Business Process..., Business Transformation, Software Development, Testing
Education
The George Washington University 2002 — 2003
Master, Project Management
Bucharest Technical University 1982 — 1987
Master, Electrical Engineer
Nicole Russ Nicole Russ's Bank of Montreal Experience March 2010 - August 2011
Job Executive Assistant at Thomas O'Neill & Associates Inc.
Industry Financial Services
Experience
Thomas O'Neill & Associates Inc. February 2014 - Present
Design Group Staffing Inc. June 2013 - February 2014
Talentcor August 2011 - June 2013
Bank of Montreal March 2010 - August 2011
Skills
Temporary Staffing, Recruiting, Customer Service, Applicant Tracking..., Sourcing, Temporary Placement, Recruitment Advertising, Talent Acquisition, Screening Resumes, Internet Recruiting, Staffing Services, Resume Writing, Reference Checking, Interviews, Screening, Hiring
Education
The University of British Columbia / UBC
Bachelor of Arts (BA), Psychology
Thomas O'Neill & Associates Inc. February 2014 - Present
Design Group Staffing Inc. June 2013 - February 2014
Talentcor August 2011 - June 2013
Bank of Montreal March 2010 - August 2011
Skills
Temporary Staffing, Recruiting, Customer Service, Applicant Tracking..., Sourcing, Temporary Placement, Recruitment Advertising, Talent Acquisition, Screening Resumes, Internet Recruiting, Staffing Services, Resume Writing, Reference Checking, Interviews, Screening, Hiring
Education
The University of British Columbia / UBC
Bachelor of Arts (BA), Psychology
Ryan Galpin's Bank of Montreal Experience May 2011 - August 2011
Job Associate Director, Sales Strategy at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking January 2015 - Present
BMO Harris Private Banking May 2014 - December 2014
Bank of Montreal, Private Client Group June 2012 - May 2014
Bank of Montreal May 2011 - August 2011
BMO Financial Group, Private Client Group May 2010 - August 2010
BMO Financial Group, Investorline June 2009 - August 2009
BMO Financial Group, Operations Department June 2008 - August 2008
BMO Financial Group, Operations Department June 2007 - August 2007
Skills
Leadership, Presentations, Simplying complex..., Execution, Relationship Management, Analysis, Research, Access, Strategy, Finance, Wealth Management, Banking, Financial Services
Education
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (BBA), Honors Finance, Minor Economics
BMO Private Banking January 2015 - Present
BMO Harris Private Banking May 2014 - December 2014
Bank of Montreal, Private Client Group June 2012 - May 2014
Bank of Montreal May 2011 - August 2011
BMO Financial Group, Private Client Group May 2010 - August 2010
BMO Financial Group, Investorline June 2009 - August 2009
BMO Financial Group, Operations Department June 2008 - August 2008
BMO Financial Group, Operations Department June 2007 - August 2007
Skills
Leadership, Presentations, Simplying complex..., Execution, Relationship Management, Analysis, Research, Access, Strategy, Finance, Wealth Management, Banking, Financial Services
Education
St. Francis Xavier University 2008 — 2012
Bachelor of Business Administration (BBA), Honors Finance, Minor Economics
Monica Kumar's Bank of Montreal Experience March 2001 - May 2002
Job REALTOR at Mozaic Homes | Keller WIlliams Realty
Industry Real Estate
Experience
Mozaic Homes Keller WIlliams Realty June 2014 - Present
Cornet Technology, Inc. October 2004 - June 2014
BMO Nesbitt Burns May 2002 - November 2002
Bank of Montreal March 2001 - May 2002
Robin Hood Multifoods Inc. July 1998 - March 2000
Skills
Real Estate, Contract Negotiation, First Time Home Buyers, Real Estate Transactions, Finance, Seller Representation, Management, Investment Properties, Investors, Foreclosures, Buyer Representation, Short Sales
Education
York University 1994 — 1998
Master of Business Administration (M.B.A.), Schulich School of Business
York University
Bachelor of Administrative Studies (B.A.S.)
The University of British Columbia
Inter-session French Immersion Program
Mozaic Homes Keller WIlliams Realty June 2014 - Present
Cornet Technology, Inc. October 2004 - June 2014
BMO Nesbitt Burns May 2002 - November 2002
Bank of Montreal March 2001 - May 2002
Robin Hood Multifoods Inc. July 1998 - March 2000
Skills
Real Estate, Contract Negotiation, First Time Home Buyers, Real Estate Transactions, Finance, Seller Representation, Management, Investment Properties, Investors, Foreclosures, Buyer Representation, Short Sales
Education
York University 1994 — 1998
Master of Business Administration (M.B.A.), Schulich School of Business
York University
Bachelor of Administrative Studies (B.A.S.)
The University of British Columbia
Inter-session French Immersion Program
Feng Yan Feng Yan's Bank of Montreal Experience January 2014 - Present
Job Financial service manager at Bank of Montreal
Industry Banking
Experience
Bank of Montreal January 2014 - Present
Bank of Montreal (China) Co. Ltd. August 2010 - October 2013
CIBC Investor Services Inc. September 2007 - June 2010
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Portfolio Management, Investments, Small Business Lending, Mutual Funds, Wealth Management, Residential Mortgages, Cross Selling, Refinance, Lines Of Credit, Retirement Planning, Credit Cards, Equities, Asset Management, Financial Advisory, Customer Service
Education
Telfer School of Management at the University of Ottawa 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
East China Institute of Technology 1997 — 2001
Bachelor's degree, Accounting and Finance
Bank of Montreal January 2014 - Present
Bank of Montreal (China) Co. Ltd. August 2010 - October 2013
CIBC Investor Services Inc. September 2007 - June 2010
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Consumer Lending, Portfolio Management, Investments, Small Business Lending, Mutual Funds, Wealth Management, Residential Mortgages, Cross Selling, Refinance, Lines Of Credit, Retirement Planning, Credit Cards, Equities, Asset Management, Financial Advisory, Customer Service
Education
Telfer School of Management at the University of Ottawa 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
East China Institute of Technology 1997 — 2001
Bachelor's degree, Accounting and Finance
Stacey Seymour Stacey Seymour's Bank of Montreal Experience January 2004 - October 2005
Job Branch Manager at RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank October 2005 - Present
Bank of Montreal January 2004 - October 2005
Sanmina-SCI January 2000 - November 2003
RBC November 1992 - December 1999
Skills
Mutual Funds, Certified Financial..., Branch Compliance..., Managerial..., Cohen Brown..., APICS Certification...
Education
St. Lawrence College 1992 — 1995
Business Administration, Accounting
BCI High School 1987 — 1992
RBC Royal Bank October 2005 - Present
Bank of Montreal January 2004 - October 2005
Sanmina-SCI January 2000 - November 2003
RBC November 1992 - December 1999
Skills
Mutual Funds, Certified Financial..., Branch Compliance..., Managerial..., Cohen Brown..., APICS Certification...
Education
St. Lawrence College 1992 — 1995
Business Administration, Accounting
BCI High School 1987 — 1992
Felix Wong Felix Wong's Bank of Montreal Experience January 2011 - December 2013
Job Financial Planner at BMO Investments Inc.
Industry Banking
Experience
BMO Investments Inc. December 2013 - Present
Bank of Montreal January 2011 - December 2013
Bank of Montreal March 2010 - January 2011
Colliers International June 2008 - August 2008
Skills
Management, Banking, Strategy, Financial Modeling, Investments, Financial Analysis, Team Building, Finance, Strategic Financial..., Risk Management, Financial Planning, Mutual Funds, Financial Services
Education
The University of British Columbia 2005 — 2009
Commerce, Finance
Diocesan Boys School 1999 — 2005
BMO Investments Inc. December 2013 - Present
Bank of Montreal January 2011 - December 2013
Bank of Montreal March 2010 - January 2011
Colliers International June 2008 - August 2008
Skills
Management, Banking, Strategy, Financial Modeling, Investments, Financial Analysis, Team Building, Finance, Strategic Financial..., Risk Management, Financial Planning, Mutual Funds, Financial Services
Education
The University of British Columbia 2005 — 2009
Commerce, Finance
Diocesan Boys School 1999 — 2005
Fiona Macdonald Fiona Macdonald's Bank of Montreal Experience January 1980 - January 1986
Job Member Board of Directors, Member Compensation and Governance Committees at GMP Capital Limited
Industry Management Consulting
Experience
Institute of Corporate Directors August 2014 - Present
GMP Capital Limited August 2013 - Present
Towers Watson April 2013 - February 2014
Towers Watson January 2010 - April 2013
Towers Perrin January 2005 - January 2010
Towers Perrin January 2002 - January 2005
Towers Perrin January 1999 - January 2002
Strategic Compensation Associates January 1994 - January 1995
William M. Mercer January 1986 - January 1994
Bank of Montreal January 1980 - January 1986
Education
Institute of Corporate Directors 2008 — 2008
ICD.D
The University of British Columbia 1976 — 1980
Bachelor of Arts (B.A.)
The University of British Columbia 1976 — 1980
Master of Business Administration (M.B.A.)
Institute of Corporate Directors August 2014 - Present
GMP Capital Limited August 2013 - Present
Towers Watson April 2013 - February 2014
Towers Watson January 2010 - April 2013
Towers Perrin January 2005 - January 2010
Towers Perrin January 2002 - January 2005
Towers Perrin January 1999 - January 2002
Strategic Compensation Associates January 1994 - January 1995
William M. Mercer January 1986 - January 1994
Bank of Montreal January 1980 - January 1986
Education
Institute of Corporate Directors 2008 — 2008
ICD.D
The University of British Columbia 1976 — 1980
Bachelor of Arts (B.A.)
The University of British Columbia 1976 — 1980
Master of Business Administration (M.B.A.)
David Xia David Xia's Bank of Montreal Experience June 2010 - August 2010
Job Research Analyst at MAST Capital Management
Industry Investment Management
Experience
MAST Capital Management December 2013 - Present
KeyCorp March 2012 - November 2013
PayLink Payment Plans LLC August 2011 - March 2012
Bank of Montreal June 2010 - August 2010
Teledyne December 2006 - June 2009
Johns Hopkins University Applied Physics Laboratory May 2005 - November 2006
Northrop Grumman Corporation February 2003 - April 2005
Skills
Financial Modeling, Risk Management, Matlab, Financial Analysis, Data Analysis, Bloomberg, Valuation, Mergers, Process Engineering, Cross-functional Team..., Business Analysis, Program Management, Statistics, Business Strategy, Corporate Finance, Quantitative Analysis, C++, Product Development, Compliance, Due Diligence, Access, Excel, Monte Carlo Simulation, Quantitative Analytics, Management, Microsoft Excel, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting and Finance
The Johns Hopkins University
MS, Electrical Engineering
University of Maryland College Park
BS, Electrical Engineering & Computer Science
MAST Capital Management December 2013 - Present
KeyCorp March 2012 - November 2013
PayLink Payment Plans LLC August 2011 - March 2012
Bank of Montreal June 2010 - August 2010
Teledyne December 2006 - June 2009
Johns Hopkins University Applied Physics Laboratory May 2005 - November 2006
Northrop Grumman Corporation February 2003 - April 2005
Skills
Financial Modeling, Risk Management, Matlab, Financial Analysis, Data Analysis, Bloomberg, Valuation, Mergers, Process Engineering, Cross-functional Team..., Business Analysis, Program Management, Statistics, Business Strategy, Corporate Finance, Quantitative Analysis, C++, Product Development, Compliance, Due Diligence, Access, Excel, Monte Carlo Simulation, Quantitative Analytics, Management, Microsoft Excel, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Accounting and Finance
The Johns Hopkins University
MS, Electrical Engineering
University of Maryland College Park
BS, Electrical Engineering & Computer Science
Assen Assenov Assen Assenov's Bank of Montreal Experience September 2011 - April 2012
Job Network Security Analyst at TD BANK GROUP
Industry Financial Services
Experience
TD BANK GROUP July 2013 - Present
Loblaw Companies Limited April 2012 - Present
Bank of Montreal September 2011 - April 2012
TD Bank April 2008 - July 2011
GTAA January 2005 - April 2008
Livingston International February 2002 - January 2005
Leitch Technology 1999 - 2002
Skills
Network Security, Firewalls, VPN, Active Directory, Disaster Recovery, Cisco Technologies, ASA, Checkpoint, Security, CISSP, Juniper, Information Security, PCI DSS, Data Center, Windows Server, CCNP, SAN, DNS, Information Security..., Networking
Education
Technical University Sofia 1984 — 1989
TD BANK GROUP July 2013 - Present
Loblaw Companies Limited April 2012 - Present
Bank of Montreal September 2011 - April 2012
TD Bank April 2008 - July 2011
GTAA January 2005 - April 2008
Livingston International February 2002 - January 2005
Leitch Technology 1999 - 2002
Skills
Network Security, Firewalls, VPN, Active Directory, Disaster Recovery, Cisco Technologies, ASA, Checkpoint, Security, CISSP, Juniper, Information Security, PCI DSS, Data Center, Windows Server, CCNP, SAN, DNS, Information Security..., Networking
Education
Technical University Sofia 1984 — 1989
Terry Anne Thomson Terry Anne Thomson's Bank of Montreal Experience 1985 - 1987
Job President / Founder at S.U.G.A.R,
Industry Nonprofit Organization Management
Experience
S.U.G.A.R, 1997 - Present
S.U.G.A.R, September 1987 - Present
Agility Business Solutions 2006 - 2007
BMO Financial Group 2000 - 2003
BMO Financial Group 1996 - 2000
BMO Financial Group - Burlington Operations Centre August 1987 - November 1989
Bank of Montreal 1985 - 1987
Skills
Healthcare, Public Speaking, Community Outreach, Program Development, Leadership Development, Case Management, Hospitals, Grant Writing
Education
The University of British Columbia 2010 — 2010
Certificate, Diabetes Edcator Course
S.U.G.A.R, 1997 - Present
S.U.G.A.R, September 1987 - Present
Agility Business Solutions 2006 - 2007
BMO Financial Group 2000 - 2003
BMO Financial Group 1996 - 2000
BMO Financial Group - Burlington Operations Centre August 1987 - November 1989
Bank of Montreal 1985 - 1987
Skills
Healthcare, Public Speaking, Community Outreach, Program Development, Leadership Development, Case Management, Hospitals, Grant Writing
Education
The University of British Columbia 2010 — 2010
Certificate, Diabetes Edcator Course
Sundaram Iyer Sundaram Iyer's Bank of Montreal Experience March 2010 - December 2010
Job Director at Sublime Transport Inc.
Industry Executive Office
Experience
Clarke Road Transport September 2011 - Present
Sublime Transport Inc. June 2011 - Present
CIBA Vision January 2011 - January 2011
Bank of Montreal March 2010 - December 2010
Ministry of Finance, Department of Revenue March 1992 - August 2009
Skills
Fax, Customer Service, Negotiation, Strategic Planning, Insurance
Education
Gujarat University, School of Social Sciences 1987 — 1989
Master's, Economics
St. Xavier's College 1985 — 1987
Bachelor's, Economics
Higher Secondary School
Clarke Road Transport September 2011 - Present
Sublime Transport Inc. June 2011 - Present
CIBA Vision January 2011 - January 2011
Bank of Montreal March 2010 - December 2010
Ministry of Finance, Department of Revenue March 1992 - August 2009
Skills
Fax, Customer Service, Negotiation, Strategic Planning, Insurance
Education
Gujarat University, School of Social Sciences 1987 — 1989
Master's, Economics
St. Xavier's College 1985 — 1987
Bachelor's, Economics
Higher Secondary School
Andres Bacalao Andres Bacalao's Bank of Montreal Experience June 1995 - April 1997
Job Regional Account Manager IBM Power Systems Eastern US at Vision Solutions
Industry Computer Software
Experience
Vision Solutions January 2015 - Present
Vision Solutions March 2011 - January 2015
Vision Solutions April 2009 - March 2011
Vision Solutions November 2008 - April 2009
Vision Solutions June 2007 - November 2008
Lakeview Technology June 1997 - June 2007
Bank of Montreal June 1995 - April 1997
CoreStates (now Wells Fargo) June 1979 - May 1995
Skills
New Business Development, Salesforce.com, Solution Selling, Management, Cloud Computing, Enterprise Software, SaaS, Sales, Disaster Recovery, Product Management, Sales Process, Virtualization, Pre-sales, Strategic Partnerships, Sales Operations, High Availability, Partner Management, Team Leadership, Direct Sales, Business Intelligence, Strategy, Banking, Channel Partners, Professional Services, Lead Generation, Sales Enablement, Managed Services, Go-to-market Strategy, CRM, Software Industry, Data Center, Demand Generation, Selling, Storage
Education
The University of Chicago - Booth School of Business 1977 — 1979
MBA, Accounting, Finance & Statistics
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Economics
Vision Solutions January 2015 - Present
Vision Solutions March 2011 - January 2015
Vision Solutions April 2009 - March 2011
Vision Solutions November 2008 - April 2009
Vision Solutions June 2007 - November 2008
Lakeview Technology June 1997 - June 2007
Bank of Montreal June 1995 - April 1997
CoreStates (now Wells Fargo) June 1979 - May 1995
Skills
New Business Development, Salesforce.com, Solution Selling, Management, Cloud Computing, Enterprise Software, SaaS, Sales, Disaster Recovery, Product Management, Sales Process, Virtualization, Pre-sales, Strategic Partnerships, Sales Operations, High Availability, Partner Management, Team Leadership, Direct Sales, Business Intelligence, Strategy, Banking, Channel Partners, Professional Services, Lead Generation, Sales Enablement, Managed Services, Go-to-market Strategy, CRM, Software Industry, Data Center, Demand Generation, Selling, Storage
Education
The University of Chicago - Booth School of Business 1977 — 1979
MBA, Accounting, Finance & Statistics
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Economics
Barry Mione's Bank of Montreal Experience 2002 - 2005
Job CEO, Kapitall Generation LLC at Kapitall
Industry Financial Services
Experience
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Gregg Saretsky Gregg Saretsky's Bank of Montreal Experience 1984 - 1986
Job President & CEO
Industry Airlines/Aviation
Experience
WestJet April 2010 - Present
WestJet June 2009 - October 2009
GSaretsky Consulting January 2009 - May 2009
Alaska Airlines April 2006 - December 2008
Alaska Airlines September 2002 - April 2006
Alaska Airlines March 1998 - September 2002
Canadian Airlines 1986 - 1998
Bank of Montreal 1984 - 1986
Skills
Strategic Planning, Airlines, Leadership, Aviation, Project Planning, Management, Flights, Marketing, E-commerce, Advertising, CRM, Sales, International Business, Aircraft, Customer Service, Tourism, Piloting, Vacation, Product Development, Strategy, Team Leadership, Operations Management, Loyalty Programs, Civil Aviation, Revenue Analysis, Transportation, Business Strategy, Aircraft Maintenance, Team Building, Flight Safety, Commercial Aviation, Airport Management, Negotiation, Business Development, Teamwork, Program Management, Airports, Contract Negotiation, Aerospace, Charter
Education
Banff School of Business 1992 — 1992
International Business
The University of British Columbia 1977 — 1984
MBA, BSc, Finance, Microbiology & Biochemistry
WestJet April 2010 - Present
WestJet June 2009 - October 2009
GSaretsky Consulting January 2009 - May 2009
Alaska Airlines April 2006 - December 2008
Alaska Airlines September 2002 - April 2006
Alaska Airlines March 1998 - September 2002
Canadian Airlines 1986 - 1998
Bank of Montreal 1984 - 1986
Skills
Strategic Planning, Airlines, Leadership, Aviation, Project Planning, Management, Flights, Marketing, E-commerce, Advertising, CRM, Sales, International Business, Aircraft, Customer Service, Tourism, Piloting, Vacation, Product Development, Strategy, Team Leadership, Operations Management, Loyalty Programs, Civil Aviation, Revenue Analysis, Transportation, Business Strategy, Aircraft Maintenance, Team Building, Flight Safety, Commercial Aviation, Airport Management, Negotiation, Business Development, Teamwork, Program Management, Airports, Contract Negotiation, Aerospace, Charter
Education
Banff School of Business 1992 — 1992
International Business
The University of British Columbia 1977 — 1984
MBA, BSc, Finance, Microbiology & Biochemistry
Teresa Chong, CFP, BBA's Bank of Montreal Experience 1997 - 2001
Job Certified Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group 2005 - Present
Bank of Montreal 1997 - 2001
CIBC 1989 - 1997
American Express 1988 - 1989
Skills
Wealth Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Investments, Financial Services, Finance, Portfolio Management, Banking, Management, Wealth, Risk Management, Relationship Management, Financial Planning
Education
The Chinese University of Hong Kong 1981 — 1985
B.B.A. (Hon.), Finance, Marketing
Financial Planners Standards Council
Certified Financial Planner, Financial Planning
Life Licence Qualification Program
Life and Living Benefits insurance
Investors Group 2005 - Present
Bank of Montreal 1997 - 2001
CIBC 1989 - 1997
American Express 1988 - 1989
Skills
Wealth Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Investments, Financial Services, Finance, Portfolio Management, Banking, Management, Wealth, Risk Management, Relationship Management, Financial Planning
Education
The Chinese University of Hong Kong 1981 — 1985
B.B.A. (Hon.), Finance, Marketing
Financial Planners Standards Council
Certified Financial Planner, Financial Planning
Life Licence Qualification Program
Life and Living Benefits insurance
Jim Goring Jim Goring's Bank of Montreal Experience 1984 - 1987
Job Risk Management Consultant at Aon Reed Stenhouse Inc
Industry Insurance
Experience
Aon Reed Stenhouse Inc June 1994 - Present
Xerox 1994 - 1995
Digital Equipment Corporation 1987 - 1992
Bank of Montreal 1984 - 1987
Skills
Insurance, Intellectual Property, Risk Management, Leadership, Integration, Mergers & Acquisitions, Mergers, Financial Risk, Venture Capital, Contract Negotiation, Strategy, Executive Management, Finance
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
Aon Reed Stenhouse Inc June 1994 - Present
Xerox 1994 - 1995
Digital Equipment Corporation 1987 - 1992
Bank of Montreal 1984 - 1987
Skills
Insurance, Intellectual Property, Risk Management, Leadership, Integration, Mergers & Acquisitions, Mergers, Financial Risk, Venture Capital, Contract Negotiation, Strategy, Executive Management, Finance
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
Dianna Zhang Dianna Zhang's Bank of Montreal Experience 2001 - 2006
Job Vice President, Economic Capital and Capital Efficiency at Scotiabank
Industry Banking
Experience
Scotiabank November 2013 - Present
Scotiabank January 2011 - October 2013
Scotiabank 2006 - 2010
Bank of Montreal 2001 - 2006
Samsung 1996 - 1998
Skills
Economic Capital, Credit Risk, Risk Management, Credit, Enterprise Risk..., Liquidity Risk, ALM, Financial Modeling, Capital Markets, Operational Risk, Financial Risk, Valuation, Options, Finance, Market Risk
Education
The University of British Columbia
MBA, Finance
Scotiabank November 2013 - Present
Scotiabank January 2011 - October 2013
Scotiabank 2006 - 2010
Bank of Montreal 2001 - 2006
Samsung 1996 - 1998
Skills
Economic Capital, Credit Risk, Risk Management, Credit, Enterprise Risk..., Liquidity Risk, ALM, Financial Modeling, Capital Markets, Operational Risk, Financial Risk, Valuation, Options, Finance, Market Risk
Education
The University of British Columbia
MBA, Finance
Cellie Gonsalves Cellie Gonsalves's Bank of Montreal Experience 1977 - 1986
Job President, Cyberflowers
Industry Retail
Experience
The Strategic Planning Group 1996 - 1998
HSBC Bank Canada 1994 - 1995
Royal Trust 1986 - 1994
Bank of Montreal 1977 - 1986
Colgate Palmolive Canada 1972 - 1977
Education
The University of Salford
B. Comm, Business
The Strategic Planning Group 1996 - 1998
HSBC Bank Canada 1994 - 1995
Royal Trust 1986 - 1994
Bank of Montreal 1977 - 1986
Colgate Palmolive Canada 1972 - 1977
Education
The University of Salford
B. Comm, Business
Ivica Anastasov, MBA, CAMS Ivica Anastasov, MBA, CAMS's Bank of Montreal Experience November 2011 - September 2014
Job Senior Investigator, AML at Bank of Montreal
Industry Banking
Experience
BMO Financial Group September 2014 - Present
Bank of Montreal November 2011 - September 2014
Scotiabank January 2009 - August 2010
SCOTIABANK -SCOTIA CAPITAL2007-2009 March 2007 - January 2009
NBG Group (National Bank February 2006 - December 2006
National Bank of Greece January 2005 - December 2006
UNI Company January 1995 - January 2005
Skills
Banking, Credit, Loans, Commercial Banking, Investments, Portfolio Management, Business Development, Management, Financial Risk, Sales, Finance, Retail Banking, Financial Services, Financial Analysis, Customer Service, Credit Analysis, Credit Risk, Analysis, CRM, Risk Management, Mortgage Lending, Relationship Management, Commercial Lending, Corporate Finance, Consumer Lending, Residential Mortgages, Small Business Lending, Cash Management, Lines Of Credit, Credit Cards, Financial Advisory, Cross Selling, Securities, Mutual Funds, Wealth Management, Business Analysis
Education
The University of Huddersfield 2004 — 2005
MBA- Masters of Business Administration, Finance and Marketing
Business Center Of Athens 2003 — 2004
MBA, MBA in Finance and Marketing
University St. Cyril and Methodius 1995 — 2000
Bachelor of Commerce, Finance; International Trade
Canadian Securities Institute
Certificate for Small Business Banker
Certification
Canadian Securities Institute, Canadian Securities Course
BMO Financial Group September 2014 - Present
Bank of Montreal November 2011 - September 2014
Scotiabank January 2009 - August 2010
SCOTIABANK -SCOTIA CAPITAL2007-2009 March 2007 - January 2009
NBG Group (National Bank February 2006 - December 2006
National Bank of Greece January 2005 - December 2006
UNI Company January 1995 - January 2005
Skills
Banking, Credit, Loans, Commercial Banking, Investments, Portfolio Management, Business Development, Management, Financial Risk, Sales, Finance, Retail Banking, Financial Services, Financial Analysis, Customer Service, Credit Analysis, Credit Risk, Analysis, CRM, Risk Management, Mortgage Lending, Relationship Management, Commercial Lending, Corporate Finance, Consumer Lending, Residential Mortgages, Small Business Lending, Cash Management, Lines Of Credit, Credit Cards, Financial Advisory, Cross Selling, Securities, Mutual Funds, Wealth Management, Business Analysis
Education
The University of Huddersfield 2004 — 2005
MBA- Masters of Business Administration, Finance and Marketing
Business Center Of Athens 2003 — 2004
MBA, MBA in Finance and Marketing
University St. Cyril and Methodius 1995 — 2000
Bachelor of Commerce, Finance; International Trade
Canadian Securities Institute
Certificate for Small Business Banker
Certification
Canadian Securities Institute, Canadian Securities Course
Ross Charlesworth BA CFP's Bank of Montreal Experience June 2005 - August 2009
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. August 2009 - Present
Bank of Montreal June 2005 - August 2009
Prospera Credit Union June 1987 - February 2005
Skills
Financial Planning, Retirement Planning, Insurance Planning, Strategic Financial..., Investments, Financial Planners, Investment Strategies, Retirement, Wealth Management, Financial Services, Estate Planning, Mutual Funds, Mortgage Lending, Critical Illness, Disability Insurance, Finance, Life Insurance, Portfolio Management, Residential Mortgages
Education
The University of British Columbia 1987 — 1996
BA, General Studies
North Delta Senior Secondary 1985 — 1987
Investors Group Financial Services Inc. August 2009 - Present
Bank of Montreal June 2005 - August 2009
Prospera Credit Union June 1987 - February 2005
Skills
Financial Planning, Retirement Planning, Insurance Planning, Strategic Financial..., Investments, Financial Planners, Investment Strategies, Retirement, Wealth Management, Financial Services, Estate Planning, Mutual Funds, Mortgage Lending, Critical Illness, Disability Insurance, Finance, Life Insurance, Portfolio Management, Residential Mortgages
Education
The University of British Columbia 1987 — 1996
BA, General Studies
North Delta Senior Secondary 1985 — 1987
Alexander Vul Alexander Vul's Bank of Montreal Experience October 2010 - January 2014
Job Director, Predictive Modeling and Statistical Analysis at Investment Planning Counsel
Industry Research
Experience
Investment Planning Counsel January 2014 - Present
Bank of Montreal October 2010 - January 2014
Systemware Innovations November 2004 - September 2009
Bombardier Aerospace June 1995 - August 2004
Skills
Statistics, Applied Mathematics, Automatic Control, Data Analysis, Data Mining, Optimization, Programming, Databases, Segmentation, Algorithms, SQL, Simulations, Unix, Business Intelligence, SAS, Statistical Modeling, Microsoft SQL Server, Analytics, Predictive Modeling, Systems Analysis, Analysis, Data Modeling, Mathematical Modeling, Strategy, Data Management, Data Integration, Data Warehousing, Predictive Analytics
Education
Technion-Machon Technologi Le' Israel 1991 — 1993
Ph.D., Applied Statistics, Automated Control
Kalinin Polytechnical University 1988 — 1989
Ph.D., Automatic Control, Applied Statistics
Moscow University of Oil and Gas 1982 — 1986
M.Sc., Post-graduation study in Automatic Control
Moscow University of Oil and Gas 1973 — 1978
M.Sc., Applied Mathematics, Computer Science
Investment Planning Counsel January 2014 - Present
Bank of Montreal October 2010 - January 2014
Systemware Innovations November 2004 - September 2009
Bombardier Aerospace June 1995 - August 2004
Skills
Statistics, Applied Mathematics, Automatic Control, Data Analysis, Data Mining, Optimization, Programming, Databases, Segmentation, Algorithms, SQL, Simulations, Unix, Business Intelligence, SAS, Statistical Modeling, Microsoft SQL Server, Analytics, Predictive Modeling, Systems Analysis, Analysis, Data Modeling, Mathematical Modeling, Strategy, Data Management, Data Integration, Data Warehousing, Predictive Analytics
Education
Technion-Machon Technologi Le' Israel 1991 — 1993
Ph.D., Applied Statistics, Automated Control
Kalinin Polytechnical University 1988 — 1989
Ph.D., Automatic Control, Applied Statistics
Moscow University of Oil and Gas 1982 — 1986
M.Sc., Post-graduation study in Automatic Control
Moscow University of Oil and Gas 1973 — 1978
M.Sc., Applied Mathematics, Computer Science
Carlos Contreras, Business and IT Management, MSc, PMP Carlos Contreras, Business and IT Management, MSc, PMP's Bank of Montreal Experience January 2007 - March 2008
Job Advanced Services, Cisco
Industry Information Technology and Services
Experience
Cisco Systems March 2013 - Present
Nexen Inc. March 2011 - March 2013
Bridgewater Bank July 2009 - April 2011
Bridgewater Bank June 2009 - April 2011
Husky Energy June 2008 - June 2009
TELUS March 2008 - June 2008
Bank of Montreal January 2007 - March 2008
Navantis May 2005 - February 2007
Skills
Business Intelligence, Project Management, Software Development, Infrastructure, Risk Management, Data Analysis, Data Modeling, Software Project..., Requirements Analysis, Business Process, Business Analysis, MS Project, Vendor Management, Integration, Business Process..., Project Portfolio..., Management, Strategic Planning, Visio, Project Delivery, PMO, IT Management, Program Management, Change Management, IT Strategy, Team Leadership, Project Planning, Training, Enterprise Architecture, ERP, SDLC, Agile Methodologies, Leadership
Education
University of Toronto at Scarborough 1999 — 1999
Project Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1998
MSc, Information Technology
Universidad del Valle de México 1986 — 1990
BSc, Information Technology
Cisco Systems March 2013 - Present
Nexen Inc. March 2011 - March 2013
Bridgewater Bank July 2009 - April 2011
Bridgewater Bank June 2009 - April 2011
Husky Energy June 2008 - June 2009
TELUS March 2008 - June 2008
Bank of Montreal January 2007 - March 2008
Navantis May 2005 - February 2007
Skills
Business Intelligence, Project Management, Software Development, Infrastructure, Risk Management, Data Analysis, Data Modeling, Software Project..., Requirements Analysis, Business Process, Business Analysis, MS Project, Vendor Management, Integration, Business Process..., Project Portfolio..., Management, Strategic Planning, Visio, Project Delivery, PMO, IT Management, Program Management, Change Management, IT Strategy, Team Leadership, Project Planning, Training, Enterprise Architecture, ERP, SDLC, Agile Methodologies, Leadership
Education
University of Toronto at Scarborough 1999 — 1999
Project Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1998
MSc, Information Technology
Universidad del Valle de México 1986 — 1990
BSc, Information Technology
Trevor Lwin Trevor Lwin's Bank of Montreal Experience March 2002 - June 2012
Job CoCEO at TBase Communications Inc.
Industry Information Services
Experience
T-Base Communications Inc. November 2014 - Present
Gestalt Equity Partners November 2012 - Present
Bank of Montreal March 2002 - June 2012
CIBC World Markets 1996 - 2001
Skills
Mergers, Corporate Finance, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Investments, Investment Banking, Strategy, Corporate Development, Entrepreneurship, Equities, Restructuring, Finance, Portfolio Management, Due Diligence, Management, Venture Capital, Financial Structuring, M&A experience, Business Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, High Honors
CFA Institute
CFA
Université Stendhal (Grenoble III) 1995 — 1996
French Language Certificate, French Studies
York University - Schulich School of Business 1991 — 1995
BBA, Finance
T-Base Communications Inc. November 2014 - Present
Gestalt Equity Partners November 2012 - Present
Bank of Montreal March 2002 - June 2012
CIBC World Markets 1996 - 2001
Skills
Mergers, Corporate Finance, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Capital Markets, Investments, Investment Banking, Strategy, Corporate Development, Entrepreneurship, Equities, Restructuring, Finance, Portfolio Management, Due Diligence, Management, Venture Capital, Financial Structuring, M&A experience, Business Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, High Honors
CFA Institute
CFA
Université Stendhal (Grenoble III) 1995 — 1996
French Language Certificate, French Studies
York University - Schulich School of Business 1991 — 1995
BBA, Finance
Helen Chen (陳靄琳) Helen Chen (陳靄琳)'s Bank of Montreal Experience August 2011 - December 2011
Job Property Management Accountant, CPA Candidate
Industry Nonprofit Organization Management
Experience
UBC Properties Trust April 2014 - Present
Citybase Property Management June 2012 - April 2014
AIESEC May 2012 - June 2013
UBC TACS February 2013 - April 2013
AIESEC March 2011 - March 2012
Bank of Montreal August 2011 - December 2011
The University of British Columbia January 2011 - April 2011
AIESEC Canada Inc. September 2009 - February 2011
AIESEC Canada Inc. January 2010 - October 2010
Tommy Bahama's - Jaytex of Canada Ltd March 2006 - July 2010
Skills
Strategic Planning, Research, Fundraising, Event Planning, Event Management, Non-profits, Salesforce.com, Chinese, Coaching, Sales, Nonprofits, Team Leadership, Market Research, Management, Recruiting, Marketing Strategy, Accounting, Strategy, Training
Education
CPA School of Business 2014 — 2016
CPA Professional Education Program
The University of British Columbia 2012 — 2014
Diploma in Accounting, Accounting
The University of British Columbia 2007 — 2012
Bachelor's degree, Integrated Science
UBC Properties Trust April 2014 - Present
Citybase Property Management June 2012 - April 2014
AIESEC May 2012 - June 2013
UBC TACS February 2013 - April 2013
AIESEC March 2011 - March 2012
Bank of Montreal August 2011 - December 2011
The University of British Columbia January 2011 - April 2011
AIESEC Canada Inc. September 2009 - February 2011
AIESEC Canada Inc. January 2010 - October 2010
Tommy Bahama's - Jaytex of Canada Ltd March 2006 - July 2010
Skills
Strategic Planning, Research, Fundraising, Event Planning, Event Management, Non-profits, Salesforce.com, Chinese, Coaching, Sales, Nonprofits, Team Leadership, Market Research, Management, Recruiting, Marketing Strategy, Accounting, Strategy, Training
Education
CPA School of Business 2014 — 2016
CPA Professional Education Program
The University of British Columbia 2012 — 2014
Diploma in Accounting, Accounting
The University of British Columbia 2007 — 2012
Bachelor's degree, Integrated Science
Christopher Holgate Christopher Holgate's Bank of Montreal Experience June 2010 - May 2011
Job Branch Manager at RBC
Industry Banking
Experience
RBC June 2014 - Present
BMO March 2013 - May 2014
BMO May 2011 - March 2013
Bank of Montreal June 2010 - May 2011
Bank of Montreal October 2008 - June 2010
Bank of Montreal April 2007 - October 2008
Skills
Coaching, Credit, Customer Experience, New Business Development, Performance Management, Compliance, Talent Management, Banking, Leadership, Financial Services, Business Development, Recruiting, Customer Service, Relationship Management, Retail Banking
Education
St. Francis Xavier University 2002 — 2006
Bachelor of Science, Chemistry, Mathematics
Canadian Securities Institute
Canadian Securities Course (CSC), Branch Compliance Officer (BCO)
RBC June 2014 - Present
BMO March 2013 - May 2014
BMO May 2011 - March 2013
Bank of Montreal June 2010 - May 2011
Bank of Montreal October 2008 - June 2010
Bank of Montreal April 2007 - October 2008
Skills
Coaching, Credit, Customer Experience, New Business Development, Performance Management, Compliance, Talent Management, Banking, Leadership, Financial Services, Business Development, Recruiting, Customer Service, Relationship Management, Retail Banking
Education
St. Francis Xavier University 2002 — 2006
Bachelor of Science, Chemistry, Mathematics
Canadian Securities Institute
Canadian Securities Course (CSC), Branch Compliance Officer (BCO)
Freddie Stanley Freddie Stanley's Bank of Montreal Experience October 2006 - February 2008
Job Independent Consultant
Industry Banking
Experience
Independent Consultant April 2015 - Present
CIBC January 2012 - March 2015
TD Bank Group February 2009 - November 2011
Bank of Montreal October 2006 - February 2008
Bank of Montreal July 2003 - September 2006
Skills
Operations Management, Risk Management, Process Improvement, People Management, Internal Controls, Financial Services, Banking, Leadership, Internal Audit, Auditing, Financial Analysis
Education
University of Stellenbosch 1979 — 1981
B. Accountancy, Accounting, Cost Accounting, Audit, Commercial Law, Taxation
Independent Consultant April 2015 - Present
CIBC January 2012 - March 2015
TD Bank Group February 2009 - November 2011
Bank of Montreal October 2006 - February 2008
Bank of Montreal July 2003 - September 2006
Skills
Operations Management, Risk Management, Process Improvement, People Management, Internal Controls, Financial Services, Banking, Leadership, Internal Audit, Auditing, Financial Analysis
Education
University of Stellenbosch 1979 — 1981
B. Accountancy, Accounting, Cost Accounting, Audit, Commercial Law, Taxation
Brian Furdas MBA , CMA Brian Furdas MBA , CMA's Bank of Montreal Experience July 2002 - September 2006
Job Senior Manager at CIBC
Industry Banking
Experience
CIBC Commercial Banking April 2012 - Present
TD Commercial Banking September 2006 - April 2012
Bank of Montreal July 2002 - September 2006
Skills
Financial Analysis, Relationship Management, Business Development, Credit, Business Strategy, CRM, Business Planning, Commercial Banking, Banking, Business Analysis, Risk Management
Education
Saint Mary's University 2003 — 2005
MBA, Finance and Marketing
St. Francis Xavier University 1997 — 2001
BSc.
CIBC Commercial Banking April 2012 - Present
TD Commercial Banking September 2006 - April 2012
Bank of Montreal July 2002 - September 2006
Skills
Financial Analysis, Relationship Management, Business Development, Credit, Business Strategy, CRM, Business Planning, Commercial Banking, Banking, Business Analysis, Risk Management
Education
Saint Mary's University 2003 — 2005
MBA, Finance and Marketing
St. Francis Xavier University 1997 — 2001
BSc.
Roshanac Heed's Bank of Montreal Experience January 1992 - January 1994
Job Intermediate Underwriter at CIBC (Canadian Imperial Bank of Commerce)
Industry Human Resources
Experience
CIBC (Canadian Imperial Bank of Commerce) February 2013 - Present
Canadian Breast Cancer Foundation January 2011 - Present
BC Children's Hospital Foundation January 2009 - Present
Canadian Breast Cancer Foundation April 2011 - September 2011
Canadian Imperial Bank of Commerce June 2006 - August 2009
Canadian Imperial Bank of Commerce February 2003 - June 2006
RBC Royal Bank January 1998 - January 2000
Western Card Centre January 1994 - January 1998
Bank of Montreal January 1992 - January 1994
Skills
Coaching, Employee Engagement, Performance Management, Hiring, Internal Communications, Change Management, Mentoring, Team Building, Public Speaking, Customer Service, Teamwork, Problem Solving, Microsoft Office, Management, Strategic Planning, Human Resources, Event Management, Leadership, Strategy
Education
University of Phoenix 2000 — 2003
MBA
The University of British Columbia 1986 — 1990
Bachelor of Arts
CIBC (Canadian Imperial Bank of Commerce) February 2013 - Present
Canadian Breast Cancer Foundation January 2011 - Present
BC Children's Hospital Foundation January 2009 - Present
Canadian Breast Cancer Foundation April 2011 - September 2011
Canadian Imperial Bank of Commerce June 2006 - August 2009
Canadian Imperial Bank of Commerce February 2003 - June 2006
RBC Royal Bank January 1998 - January 2000
Western Card Centre January 1994 - January 1998
Bank of Montreal January 1992 - January 1994
Skills
Coaching, Employee Engagement, Performance Management, Hiring, Internal Communications, Change Management, Mentoring, Team Building, Public Speaking, Customer Service, Teamwork, Problem Solving, Microsoft Office, Management, Strategic Planning, Human Resources, Event Management, Leadership, Strategy
Education
University of Phoenix 2000 — 2003
MBA
The University of British Columbia 1986 — 1990
Bachelor of Arts
Aditi Kamath Aditi Kamath's Bank of Montreal Experience September 2010 - Present
Job Derivatives Analyst at Bank of Montreal
Industry Accounting
Experience
Bank of Montreal September 2010 - Present
BankMuscat July 2008 - September 2008
Skills
Financial Analysis, Chartered Financial..., Financial Statement..., Financial Modeling, Canadian GAAP, Banking, Financial Accounting, Derivatives, Internal Controls, Financial Risk, Investment Banking, Credit, Fixed Income, Equities, Accounting, Corporate Finance, Valuation, Financial Reporting, Mutual Funds, Analysis, Strategic Financial..., IFRS, Hedge Funds, Financial Markets, Capital Markets, Portfolio Management, Bloomberg, Private Equity
Education
Assosiation of Charted Certified Accountants 2006 — 2011
ACCA, Accountancy
Swansea University 2008 — 2010
BSc Business Management - Finance, Financial Accounting, Corporate Finance, Financial Management, Project Management
Indian School Al Ghubra 1992 — 2006
AISSCE, Accountancy, Economics, Business Studies, Math
Bank of Montreal September 2010 - Present
BankMuscat July 2008 - September 2008
Skills
Financial Analysis, Chartered Financial..., Financial Statement..., Financial Modeling, Canadian GAAP, Banking, Financial Accounting, Derivatives, Internal Controls, Financial Risk, Investment Banking, Credit, Fixed Income, Equities, Accounting, Corporate Finance, Valuation, Financial Reporting, Mutual Funds, Analysis, Strategic Financial..., IFRS, Hedge Funds, Financial Markets, Capital Markets, Portfolio Management, Bloomberg, Private Equity
Education
Assosiation of Charted Certified Accountants 2006 — 2011
ACCA, Accountancy
Swansea University 2008 — 2010
BSc Business Management - Finance, Financial Accounting, Corporate Finance, Financial Management, Project Management
Indian School Al Ghubra 1992 — 2006
AISSCE, Accountancy, Economics, Business Studies, Math
Bernard Cheung Bernard Cheung's Bank of Montreal Experience April 2007 - September 2008
Job Inventory and Supply Chain Specialist
Industry Logistics and Supply Chain
Experience
South African Volunteering Experiences February 2015 - April 2015
House of Knives June 2013 - August 2014
PepsiCo September 2012 - June 2013
PepsiCo May 2011 - September 2012
Nokia May 2010 - September 2010
Liberty Homes September 2009 - April 2010
Vancouver Film School July 2009 - September 2009
Bank of Montreal April 2007 - September 2008
Skills
Supply Chain Management, Purchasing, Inventory Management, Inventory Control, Leadership, Microsoft Excel, Marketing, Demand Forecasting, Pricing Strategy, Vendor Relationship..., Order Processing, Inventory Distribution, Pricing Analysis
Education
The University of British Columbia 2007 — 2011
BCOM, Marketing Co-op, Transportation and Logistics
The University of British Columbia 2004 — 2006
BASC, Electrical Engineering
South African Volunteering Experiences February 2015 - April 2015
House of Knives June 2013 - August 2014
PepsiCo September 2012 - June 2013
PepsiCo May 2011 - September 2012
Nokia May 2010 - September 2010
Liberty Homes September 2009 - April 2010
Vancouver Film School July 2009 - September 2009
Bank of Montreal April 2007 - September 2008
Skills
Supply Chain Management, Purchasing, Inventory Management, Inventory Control, Leadership, Microsoft Excel, Marketing, Demand Forecasting, Pricing Strategy, Vendor Relationship..., Order Processing, Inventory Distribution, Pricing Analysis
Education
The University of British Columbia 2007 — 2011
BCOM, Marketing Co-op, Transportation and Logistics
The University of British Columbia 2004 — 2006
BASC, Electrical Engineering
Gary Herstein's Bank of Montreal Experience March 1992 - May 2000
Job Independent Scholar
Industry Higher Education
Experience
Ellis University June 2005 - July 2013
Harper College August 2008 - May 2009
Muskingum College August 2007 - August 2008
Merrimack College September 2006 - June 2007
Bank of Montreal March 1992 - May 2000
Skills
Research, Analysis, Teaching, Literature, Critical Thinking, Lecturing, Courses, History, Higher Education, Curriculum Development, Adult Education, Curriculum Design, Leadership, Grant Writing, Public Speaking, Editing, University Teaching, E-Learning
Education
Southern Illinois University, Carbondale 2000 — 2005
Ph.D, Philosophy
· DePaul University 1988 — 1992
MA, Interdisciplinary Studies
· Occidental College 1980 — 1983
BA, Philosophy
Ellis University June 2005 - July 2013
Harper College August 2008 - May 2009
Muskingum College August 2007 - August 2008
Merrimack College September 2006 - June 2007
Bank of Montreal March 1992 - May 2000
Skills
Research, Analysis, Teaching, Literature, Critical Thinking, Lecturing, Courses, History, Higher Education, Curriculum Development, Adult Education, Curriculum Design, Leadership, Grant Writing, Public Speaking, Editing, University Teaching, E-Learning
Education
Southern Illinois University, Carbondale 2000 — 2005
Ph.D, Philosophy
· DePaul University 1988 — 1992
MA, Interdisciplinary Studies
· Occidental College 1980 — 1983
BA, Philosophy
Carolyn Hart Carolyn Hart's Bank of Montreal Experience May 1984 - October 1997
Job Volunteer, Blogger, Family Literacy Advocate, Little Free Library Custodian
Industry Professional Training & Coaching
Experience
Self Employed, Education 2003 - Present
Richmond Minor Hockey Association 2012 - Present
The Council Connector 2002 - Present
Steveston Community Centre July 2001 - May 2015
Richmond Women's Resource Centre April 2012 - November 2012
Canadian Children's Book Centre April 2009 - September 2010
Bank of Montreal May 1984 - October 1997
Skills
Editing, Teaching, Public Speaking, Blogging, Social Media, Program Development, Early Childhood Literacy, Public Relations, Newsletters, Grant Writing, Fundraising, Publicity, Literacy, Workshop Facilitation, Leadership, Creative Writing, Books, Publishing
Education
The University of British Columbia 1978 — 1984
B.Ed., Education
Vancouver Community College 2011 — 2012
Family Literacy
Self Employed, Education 2003 - Present
Richmond Minor Hockey Association 2012 - Present
The Council Connector 2002 - Present
Steveston Community Centre July 2001 - May 2015
Richmond Women's Resource Centre April 2012 - November 2012
Canadian Children's Book Centre April 2009 - September 2010
Bank of Montreal May 1984 - October 1997
Skills
Editing, Teaching, Public Speaking, Blogging, Social Media, Program Development, Early Childhood Literacy, Public Relations, Newsletters, Grant Writing, Fundraising, Publicity, Literacy, Workshop Facilitation, Leadership, Creative Writing, Books, Publishing
Education
The University of British Columbia 1978 — 1984
B.Ed., Education
Vancouver Community College 2011 — 2012
Family Literacy
Samuel Chan's Bank of Montreal Experience July 2000 - November 2009
Job Regional Manager, Manulife Financial, Advisory Services
Industry Financial Services
Experience
Manulife Financial September 2010 - Present
Bank of Montreal July 2000 - November 2009
London Life December 1996 - July 2000
Canada Life June 1990 - December 1996
Canada Life December 1988 - June 1990
Skills
Strategic Planning, Market Development, Sales Coach, Project Execution, Corporate Branding, Advertising, High Net Worth..., Campaign Management, Financial Services, Management, Sales, Financial Planning, Training, Wealth Management, Project Management, Recruiting, Banking, Strategic Financial..., Investments, New Business Development, Business Development, Mutual Funds, Marketing, Insurance, Leadership
Education
The University of Salford 1985 — 1986
MSc, Quantative Business Analysis
Manulife Financial September 2010 - Present
Bank of Montreal July 2000 - November 2009
London Life December 1996 - July 2000
Canada Life June 1990 - December 1996
Canada Life December 1988 - June 1990
Skills
Strategic Planning, Market Development, Sales Coach, Project Execution, Corporate Branding, Advertising, High Net Worth..., Campaign Management, Financial Services, Management, Sales, Financial Planning, Training, Wealth Management, Project Management, Recruiting, Banking, Strategic Financial..., Investments, New Business Development, Business Development, Mutual Funds, Marketing, Insurance, Leadership
Education
The University of Salford 1985 — 1986
MSc, Quantative Business Analysis
Amanda Yuen Amanda Yuen's Bank of Montreal Experience December 2003 - December 2003
Job Health Systems Planning Advisor at Vancouver Coastal Health
Industry Management Consulting
Experience
Vancouver Coastal Health March 2014 - Present
Centre for Operations Excellence April 2013 - November 2013
CGA-Canada (Certified General Accountants Association of Canada) May 2010 - November 2011
CGA-Canada (Certified General Accountants Association of Canada) June 2009 - May 2010
Peter P.Y. Woo Notary Public July 2002 - August 2008
Tom Lee Music March 2004 - August 2004
Bank of Montreal December 2003 - December 2003
Skills
Event Management, Microsoft Excel, Statistics, Data Analysis, Research, Project Management, R, Training, Management, Operations Research, Analysis, ExtendSim, Administrative..., VBA, Budgets, Microsoft Office, Arena Simulation..., PowerPoint, SQL, Optimization Models, Forecasting, Tableau, Simio
Education
The University of British Columbia 2012 — 2013
Master of Management (MM), Operations Research
The University of British Columbia 2004 — 2009
Bachelor of Arts (BA), Economics, Music
Vancouver Coastal Health March 2014 - Present
Centre for Operations Excellence April 2013 - November 2013
CGA-Canada (Certified General Accountants Association of Canada) May 2010 - November 2011
CGA-Canada (Certified General Accountants Association of Canada) June 2009 - May 2010
Peter P.Y. Woo Notary Public July 2002 - August 2008
Tom Lee Music March 2004 - August 2004
Bank of Montreal December 2003 - December 2003
Skills
Event Management, Microsoft Excel, Statistics, Data Analysis, Research, Project Management, R, Training, Management, Operations Research, Analysis, ExtendSim, Administrative..., VBA, Budgets, Microsoft Office, Arena Simulation..., PowerPoint, SQL, Optimization Models, Forecasting, Tableau, Simio
Education
The University of British Columbia 2012 — 2013
Master of Management (MM), Operations Research
The University of British Columbia 2004 — 2009
Bachelor of Arts (BA), Economics, Music
John Zora John Zora's Bank of Montreal Experience July 2010 - Present
Job Vice President/Corporate Banking/Trading Products
Industry Banking
Experience
Bank of Montreal July 2010 - Present
ING July 2005 - July 2010
GFI Group April 2004 - July 2005
UBS February 2002 - April 2004
Spear, Leeds & Kellogg April 2000 - December 2001
CIT July 1998 - March 2000
Skills
Derivatives, Series 7, Fixed Income, Credit, Banking, Credit Risk, Trading, Financial Risk, Portfolio Management, Investments, Finance, Hedge Funds, Capital Markets
Education
Syracuse University 1994 — 1998
Double Major, Finance & Marketing
Bank of Montreal July 2010 - Present
ING July 2005 - July 2010
GFI Group April 2004 - July 2005
UBS February 2002 - April 2004
Spear, Leeds & Kellogg April 2000 - December 2001
CIT July 1998 - March 2000
Skills
Derivatives, Series 7, Fixed Income, Credit, Banking, Credit Risk, Trading, Financial Risk, Portfolio Management, Investments, Finance, Hedge Funds, Capital Markets
Education
Syracuse University 1994 — 1998
Double Major, Finance & Marketing
Najmul H. Rizvi Najmul H. Rizvi's Bank of Montreal Experience November 2007 - May 2011
Job BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns May 2011 - Present
Bank of Montreal November 2007 - May 2011
BMO Financial Group March 2003 - October 2007
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Fixed Income, Equities, Investment Strategies, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Asset Management, Capital Markets, Derivatives, Bonds, Hedge Funds, Investment Banking, Financial Risk, Valuation, FX Options, Securities, Investment Advisory, Alternative Investments, Trading, Options
Education
The University of Texas at Austin
B.A., Economics
BMO Nesbitt Burns May 2011 - Present
Bank of Montreal November 2007 - May 2011
BMO Financial Group March 2003 - October 2007
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Fixed Income, Equities, Investment Strategies, Bloomberg, Financial Markets, Investment Management, Asset Allocation, Asset Management, Capital Markets, Derivatives, Bonds, Hedge Funds, Investment Banking, Financial Risk, Valuation, FX Options, Securities, Investment Advisory, Alternative Investments, Trading, Options
Education
The University of Texas at Austin
B.A., Economics
Derek Gudnason Derek Gudnason's Bank of Montreal Experience May 2001 - September 2003
Job Manager, Client Services at Phillips, Hager & North
Industry Financial Services
Experience
Phillips, Hager & North March 2012 - Present
Credential December 2003 - October 2011
Bank of Montreal May 2001 - September 2003
Canadian Food Inspection Agency May 1999 - August 1999
Deerhurst Resort April 1998 - October 1998
Skills
Financial Services, Leadership, Mutual Funds, Investments, Customer Service, Analysis, Wealth Management, Securities, Portfolio Management, Account Reconciliation, Process Improvement, Trading, Management, Options, Risk Management, Coaching, Credit, Change Management
Education
Canadian Securities Institute 2003 — 2012
CSC, CPH, DFC, BCO
University of Waterloo 1998 — 2003
Bmath, Business, Mathematics, Economics
The University of British Columbia 2001 — 2001
Commerce
Phillips, Hager & North March 2012 - Present
Credential December 2003 - October 2011
Bank of Montreal May 2001 - September 2003
Canadian Food Inspection Agency May 1999 - August 1999
Deerhurst Resort April 1998 - October 1998
Skills
Financial Services, Leadership, Mutual Funds, Investments, Customer Service, Analysis, Wealth Management, Securities, Portfolio Management, Account Reconciliation, Process Improvement, Trading, Management, Options, Risk Management, Coaching, Credit, Change Management
Education
Canadian Securities Institute 2003 — 2012
CSC, CPH, DFC, BCO
University of Waterloo 1998 — 2003
Bmath, Business, Mathematics, Economics
The University of British Columbia 2001 — 2001
Commerce
Jennifer Windsor, CFMW's Bank of Montreal Experience February 2006 - September 2007
Job Love Your Life, Your Body, Your Career and Your Family, Your Health Again
Industry Higher Education
Experience
accessholistic.com * VIP Holistic Whole Life Wellness Programs * February 2015 - Present
Ascent Real Estate Management Corporation June 2013 - June 2014
Bayside Property Services April 2009 - June 2013
Peter Kinch Mortgage Team September 2007 - October 2008
Bank of Montreal February 2006 - September 2007
Royal Bank of Canada January 2005 - February 2006
Instaloans October 1999 - June 2001
President's Choice Financial October 1998 - September 2000
Realty World 1994 - 1996
Skills
Meeting and Workshop..., Conscious Business, Transformative Mediation, Corporate Training, Building Relationships, Quality Management, Negotiation, Investment Properties, Property Management, Real Estate Economics, Residential Mortgages, Mortgage Lending, Loans, Customer Service, Management, Budgets, Real Estate, Contract Negotiation, Condos, Residential Homes, Team Building, Sales, Marketing, Strategic Planning
Education
The University of British Columbia 1994 — 2009
Real Estate Sales, Insurance, Finance, Management
Rock The Stage
Rock The Stage
accessholistic.com * VIP Holistic Whole Life Wellness Programs * February 2015 - Present
Ascent Real Estate Management Corporation June 2013 - June 2014
Bayside Property Services April 2009 - June 2013
Peter Kinch Mortgage Team September 2007 - October 2008
Bank of Montreal February 2006 - September 2007
Royal Bank of Canada January 2005 - February 2006
Instaloans October 1999 - June 2001
President's Choice Financial October 1998 - September 2000
Realty World 1994 - 1996
Skills
Meeting and Workshop..., Conscious Business, Transformative Mediation, Corporate Training, Building Relationships, Quality Management, Negotiation, Investment Properties, Property Management, Real Estate Economics, Residential Mortgages, Mortgage Lending, Loans, Customer Service, Management, Budgets, Real Estate, Contract Negotiation, Condos, Residential Homes, Team Building, Sales, Marketing, Strategic Planning
Education
The University of British Columbia 1994 — 2009
Real Estate Sales, Insurance, Finance, Management
Rock The Stage
Rock The Stage
Vivek Ram Vivek Ram's Bank of Montreal Experience October 2010 - June 2012
Job Business Development Manager at Natixis Global Asset Management
Industry Banking
Experience
Natixis Global Asset Management-NGAM Canada LP June 2012 - Present
Bank of Montreal October 2010 - June 2012
Bank of Montreal February 2008 - October 2010
Skills
Financial Advisory, Investments, Financial Analysis, Market Research, Mutual Funds, Financial Modeling, Wealth Management, Financial Services, Analysis, Banking, Bloomberg, Asset Management, Finance, Portfolio Management, Equities
Education
Canadian Securities Institute 2010 — 2010
CPH, Finance
Canadian Securities Institute 2009 — 2009
CSC, Finance
The University of British Columbia 2003 — 2008
BA, Political Science
CFA institute
Natixis Global Asset Management-NGAM Canada LP June 2012 - Present
Bank of Montreal October 2010 - June 2012
Bank of Montreal February 2008 - October 2010
Skills
Financial Advisory, Investments, Financial Analysis, Market Research, Mutual Funds, Financial Modeling, Wealth Management, Financial Services, Analysis, Banking, Bloomberg, Asset Management, Finance, Portfolio Management, Equities
Education
Canadian Securities Institute 2010 — 2010
CPH, Finance
Canadian Securities Institute 2009 — 2009
CSC, Finance
The University of British Columbia 2003 — 2008
BA, Political Science
CFA institute
Hyun-Woo Lim's Bank of Montreal Experience May 2010 - September 2010
Job MSc. Financial Mathematics
Industry Investment Banking
Experience
BMO Capital Markets July 2011 - July 2015
Bank of Montreal May 2010 - September 2010
AMD September 2009 - December 2009
NVIDIA January 2009 - April 2009
FileMaker May 2008 - August 2008
NAV CANADA September 2007 - December 2007
Education
The University of Chicago 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
The University of Chicago Booth School of Business 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
University of Waterloo 2006 — 2011
Bachelor’s Degree, BASc. Systems Design Engineering
BMO Capital Markets July 2011 - July 2015
Bank of Montreal May 2010 - September 2010
AMD September 2009 - December 2009
NVIDIA January 2009 - April 2009
FileMaker May 2008 - August 2008
NAV CANADA September 2007 - December 2007
Education
The University of Chicago 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
The University of Chicago Booth School of Business 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
University of Waterloo 2006 — 2011
Bachelor’s Degree, BASc. Systems Design Engineering
Jennifer Doan, CA, CPA Jennifer Doan, CA, CPA's Bank of Montreal Experience May 2008 - December 2010
Job Senior Accountant at KPMG
Industry Accounting
Experience
Arbutus Biopharma Corporation September 2015 - Present
KPMG January 2011 - August 2015
Bank of Montreal May 2008 - December 2010
Loblaw Companies Limited (Extra Foods) January 2007 - February 2008
McDonald's Canada January 2004 - December 2006
Skills
Assurance, Corporate Tax, Business Analysis, Financial Accounting, Tax, Sarbanes-Oxley Act, Banking, Internal Audit, Tax Preparation, Financial Reporting, US GAAP, IFRS, Accounting, Financial Modeling, Internal Controls, GAAP, Financial Analysis, Microsoft Excel, Auditing, Cash Management, Consolidation, Income Tax, Strategic Financial..., Financial Statements, Variance Analysis, Payroll, Cost Accounting, External Audit, Finance, Accounts Payable, Due Diligence, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Valuation, Canadian GAAP, Cash Flow, Time Management, QuickBooks, General Ledger, Financial Audits, Corporate Finance, Cash Flow Forecasting, Financial Planning
Education
CA School of Business 2011 — 2013
The University of British Columbia 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting
University of New South Wales 2010 — 2010
Go Global Exchange Program
Arbutus Biopharma Corporation September 2015 - Present
KPMG January 2011 - August 2015
Bank of Montreal May 2008 - December 2010
Loblaw Companies Limited (Extra Foods) January 2007 - February 2008
McDonald's Canada January 2004 - December 2006
Skills
Assurance, Corporate Tax, Business Analysis, Financial Accounting, Tax, Sarbanes-Oxley Act, Banking, Internal Audit, Tax Preparation, Financial Reporting, US GAAP, IFRS, Accounting, Financial Modeling, Internal Controls, GAAP, Financial Analysis, Microsoft Excel, Auditing, Cash Management, Consolidation, Income Tax, Strategic Financial..., Financial Statements, Variance Analysis, Payroll, Cost Accounting, External Audit, Finance, Accounts Payable, Due Diligence, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Valuation, Canadian GAAP, Cash Flow, Time Management, QuickBooks, General Ledger, Financial Audits, Corporate Finance, Cash Flow Forecasting, Financial Planning
Education
CA School of Business 2011 — 2013
The University of British Columbia 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting
University of New South Wales 2010 — 2010
Go Global Exchange Program
Veronica Yeung Veronica Yeung's Bank of Montreal Experience July 2009 - April 2012
Job Marketing Manager Lay's & Cheetos at PepsiCo Canada
Industry Consumer Goods
Experience
PepsiCo Canada September 2015 - Present
PepsiCo Canada June 2014 - September 2015
PepsiCo Canada February 2013 - May 2014
PepsiCo Canada May 2012 - January 2013
Happy Planet Foods November 2011 - April 2012
Bank of Montreal July 2009 - April 2012
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Marketing (with Honours)
Crofton House School 2003 — 2008
PepsiCo Canada September 2015 - Present
PepsiCo Canada June 2014 - September 2015
PepsiCo Canada February 2013 - May 2014
PepsiCo Canada May 2012 - January 2013
Happy Planet Foods November 2011 - April 2012
Bank of Montreal July 2009 - April 2012
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Marketing (with Honours)
Crofton House School 2003 — 2008
Andy Arevalo's Bank of Montreal Experience July 2011 - October 2014
Job Senior Financial Services Rep at CIBC
Industry Banking
Experience
CIBC November 2014 - Present
Bank of Montreal July 2011 - October 2014
CIBC May 2009 - May 2011
Skills
Strategic Financial..., Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis, Customer Service, Management, Budgets, Team Leadership, Negotiation, Leadership, Strategic Planning, Microsoft Office, Customer Satisfaction, Team Building, Sales Management, Mutual Funds, Teamwork, Finance, Investments, Mortgage Lending, Loans, Financial Services, Relationship Management, Mandarin, Debt Consolidation
Education
The University of British Columbia
Bachelor, Economics
CIBC November 2014 - Present
Bank of Montreal July 2011 - October 2014
CIBC May 2009 - May 2011
Skills
Strategic Financial..., Banking, Credit, Commercial Banking, Credit Analysis, Financial Analysis, Customer Service, Management, Budgets, Team Leadership, Negotiation, Leadership, Strategic Planning, Microsoft Office, Customer Satisfaction, Team Building, Sales Management, Mutual Funds, Teamwork, Finance, Investments, Mortgage Lending, Loans, Financial Services, Relationship Management, Mandarin, Debt Consolidation
Education
The University of British Columbia
Bachelor, Economics
Mark Katzenberger Mark Katzenberger's Bank of Montreal Experience 2005 - 2008
Job Dynamics CRM Architect & Evangelist
Industry Computer Software
Experience
Catapult Systems February 2013 - August 2015
CIBER, Inc. March 2011 - February 2013
MetroStar Systems 2009 - March 2011
Bank of Montreal 2005 - 2008
Riggs Bank 2002 - 2005
Edelman Financial Services 1997 - 2002
Skills
SharePoint, Access, Microsoft CRM, Requirements Analysis, Requirements Gathering, Business Analysis, Technical Documentation, Business Process, Software Development, CRM, Microsoft Dynamics, SDLC, Visio, SQL, Software Project..., Integration, Management, Business Intelligence, Microsoft SQL Server, Business Process..., Enterprise Architecture, Solution Architecture, Agile Project Management, Systems Analysis, Databases, Portfolio Management, Database Design, Business Requirements, TFS, Agile Methodologies
Education
Southern Illinois University, Carbondale 1984 — 1989
BA, Economics
Catapult Systems February 2013 - August 2015
CIBER, Inc. March 2011 - February 2013
MetroStar Systems 2009 - March 2011
Bank of Montreal 2005 - 2008
Riggs Bank 2002 - 2005
Edelman Financial Services 1997 - 2002
Skills
SharePoint, Access, Microsoft CRM, Requirements Analysis, Requirements Gathering, Business Analysis, Technical Documentation, Business Process, Software Development, CRM, Microsoft Dynamics, SDLC, Visio, SQL, Software Project..., Integration, Management, Business Intelligence, Microsoft SQL Server, Business Process..., Enterprise Architecture, Solution Architecture, Agile Project Management, Systems Analysis, Databases, Portfolio Management, Database Design, Business Requirements, TFS, Agile Methodologies
Education
Southern Illinois University, Carbondale 1984 — 1989
BA, Economics
Nicole Jandreau Nicole Jandreau's Bank of Montreal Experience February 2014 - Present
Job Sr. Administrative Assistant at Bank of Montreal
Industry Banking
Experience
Bank of Montreal February 2014 - Present
Fletcher Allen Health Care January 2013 - February 2014
Bank of America December 2010 - December 2012
Skills
Executive Calendar..., Travel Management, Expenses, Training, Fax, Spreadsheets, Salesforce.com, Event Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Supply Ordering, Hospitals, Healthcare Information..., Outlook, Email
Education
State University of New York College at Plattsburgh 2006 — 2009
Bachelor of Science, International Business & Business Management
Peru High School 2001 — 2005
Bank of Montreal February 2014 - Present
Fletcher Allen Health Care January 2013 - February 2014
Bank of America December 2010 - December 2012
Skills
Executive Calendar..., Travel Management, Expenses, Training, Fax, Spreadsheets, Salesforce.com, Event Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Supply Ordering, Hospitals, Healthcare Information..., Outlook, Email
Education
State University of New York College at Plattsburgh 2006 — 2009
Bachelor of Science, International Business & Business Management
Peru High School 2001 — 2005
Saifullah Ghori Saifullah Ghori's Bank of Montreal Experience August 2003 - October 2007
Job Senior Network Engineer (CCIE #24520) at Jump Trading, LLC
Industry Capital Markets
Experience
Jump Trading, LLC October 2007 - Present
Bank of Montreal August 2003 - October 2007
BMO Nesbitt Burns December 1997 - March 2003
Gulfnet Communications Company October 1992 - September 1996
Education
The University of Hull 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Computer Science
Jump Trading, LLC October 2007 - Present
Bank of Montreal August 2003 - October 2007
BMO Nesbitt Burns December 1997 - March 2003
Gulfnet Communications Company October 1992 - September 1996
Education
The University of Hull 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Computer Science
sana asfour sana asfour's Bank of Montreal Experience SQL Developer, Web developer, .NET Developer, ASP.NETBMO Harris Bank,Chicago2011 - Present
Job SQL Developer, Web developer, .NET Developer, ASP.NET at BMO Harris Bank,Chicago
Industry Computer Software
Experience
Bank of Montreal SQL Developer, Web developer, .NET Developer, ASP.NETBMO Harris Bank,Chicago2011 - Present
BMO Harris Bank August 2011 - January 2012
180 Properties, Chicago, IL July 2010 - July 2011
AAATOWING.COM, Chicago, IL June 2008 - July 2010
Beliso Restaurant Application June 2007 - July 2008
Skills
Visual Basic.NET2010,..., ASP.NET, IIS, Java, Java Script,..., , HTML, C, ASP.NET AJAX, Visual Studio, VB.NET, Visio, VBA, Databases, HTML, Microsoft SQL Server, MySQL, SDLC, CSS, IIS, ASP.NET, .NET, SQL, C#, Linux, Java, WCF, XML, Visual Basic, Oracle, JavaScript, Unix, Crystal Reports, Web Applications, Troubleshooting
Education
Strayer University (VA) 2009 — 2011
Master, Software engineering, 3.75/4
Elmhurst College 2003 — 2005
Master Computer science, Master Computer science
Jordan University 1992 — 1997
Bachelor, computer science, 1997
Bank of Montreal SQL Developer, Web developer, .NET Developer, ASP.NETBMO Harris Bank,Chicago2011 - Present
BMO Harris Bank August 2011 - January 2012
180 Properties, Chicago, IL July 2010 - July 2011
AAATOWING.COM, Chicago, IL June 2008 - July 2010
Beliso Restaurant Application June 2007 - July 2008
Skills
Visual Basic.NET2010,..., ASP.NET, IIS, Java, Java Script,..., , HTML, C, ASP.NET AJAX, Visual Studio, VB.NET, Visio, VBA, Databases, HTML, Microsoft SQL Server, MySQL, SDLC, CSS, IIS, ASP.NET, .NET, SQL, C#, Linux, Java, WCF, XML, Visual Basic, Oracle, JavaScript, Unix, Crystal Reports, Web Applications, Troubleshooting
Education
Strayer University (VA) 2009 — 2011
Master, Software engineering, 3.75/4
Elmhurst College 2003 — 2005
Master Computer science, Master Computer science
Jordan University 1992 — 1997
Bachelor, computer science, 1997
Mike Gerber Mike Gerber's Bank of Montreal Experience January 2013 - January 2013
Job Vice President in Risk & Finance Technology at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Bank of Leumi USA June 2013 - June 2015
Bank of Montreal January 2013 - January 2013
Citi September 2012 - December 2012
Credit Suisse March 2011 - August 2012
Standard & Poor's June 2010 - December 2010
Citigroup July 2009 - June 2010
Credit Suisse October 2007 - December 2008
Nomura Securities Intl. 2006 - 2007
Citi Group 2003 - 2005
Skills
Reference Data, SDLC, Data Warehousing, Data Modeling, Data Governance, Sybase, Business Analysis, Data Integration, Requirements Analysis, Master Data Management, Data Quality, SQL, Business Requirements, Requirements Gathering, Trading Systems, Functional Requirements, Integration, IT Strategy, Oracle, Vendor Management, PMO, Fixed Income, XML, Data Analysis, Enterprise Architecture, Analysis
Education
State University of New York Empire State College
B.S., Computer Science
JPMorgan Chase & Co. August 2015 - Present
Bank of Leumi USA June 2013 - June 2015
Bank of Montreal January 2013 - January 2013
Citi September 2012 - December 2012
Credit Suisse March 2011 - August 2012
Standard & Poor's June 2010 - December 2010
Citigroup July 2009 - June 2010
Credit Suisse October 2007 - December 2008
Nomura Securities Intl. 2006 - 2007
Citi Group 2003 - 2005
Skills
Reference Data, SDLC, Data Warehousing, Data Modeling, Data Governance, Sybase, Business Analysis, Data Integration, Requirements Analysis, Master Data Management, Data Quality, SQL, Business Requirements, Requirements Gathering, Trading Systems, Functional Requirements, Integration, IT Strategy, Oracle, Vendor Management, PMO, Fixed Income, XML, Data Analysis, Enterprise Architecture, Analysis
Education
State University of New York Empire State College
B.S., Computer Science
Ava Hill Ava Hill's Bank of Montreal Experience April 2004 - May 2013
Job Director of Global Sales at BCD Travel
Industry Leisure, Travel & Tourism
Experience
BCD Travel March 2014 - Present
Bank of Montreal April 2004 - May 2013
American Express 2002 - 2004
Concur Technologies 2000 - 2002
SatoTravel 1988 - 1999
Skills
Strategic Partnerships, Account Management, New Business Development, Salesforce.com, Travel Management, Contract Negotiation, Sales Process, Call Centers, Sales Management, Relationship Management, Consulting, Financial Services, Business Development, Program Management, Competitive Analysis, Strategy, Marketing, Cross-functional Team..., Credit Cards, CRM, Solution Selling, Strategic Planning, Organizational..., B2B, Negotiation, Customer Retention, Sales, Payments, Selling, SaaS, Pricing, Vendor Management, Lead Generation, Business Strategy, Executive Management, Direct Sales, Product Management, E-commerce, Analytics, Leadership, Start-ups
Education
The Johns Hopkins University - Carey Business School 2007 — 2008
Organizational Leadership
Universtity of West Indies, Mona Jamaica 1972 — 1976
Social Sciences, Management Studies, Business and Marketing
University of Maryland College Park
Business, Management, Marketing, and Related Support Services
BCD Travel March 2014 - Present
Bank of Montreal April 2004 - May 2013
American Express 2002 - 2004
Concur Technologies 2000 - 2002
SatoTravel 1988 - 1999
Skills
Strategic Partnerships, Account Management, New Business Development, Salesforce.com, Travel Management, Contract Negotiation, Sales Process, Call Centers, Sales Management, Relationship Management, Consulting, Financial Services, Business Development, Program Management, Competitive Analysis, Strategy, Marketing, Cross-functional Team..., Credit Cards, CRM, Solution Selling, Strategic Planning, Organizational..., B2B, Negotiation, Customer Retention, Sales, Payments, Selling, SaaS, Pricing, Vendor Management, Lead Generation, Business Strategy, Executive Management, Direct Sales, Product Management, E-commerce, Analytics, Leadership, Start-ups
Education
The Johns Hopkins University - Carey Business School 2007 — 2008
Organizational Leadership
Universtity of West Indies, Mona Jamaica 1972 — 1976
Social Sciences, Management Studies, Business and Marketing
University of Maryland College Park
Business, Management, Marketing, and Related Support Services
Jackie Au's Bank of Montreal Experience April 2010 - April 2011
Job Analytic experience and the ability to wow clients; seeking a position in the capital markets.
Industry Capital Markets
Experience
Global Securities May 2011 - June 2011
Bank of Montreal April 2010 - April 2011
Percy Norman Pool & Atlantis Swim Programs September 2008 - May 2010
Education
Sauder School of Business, University of British Columbia 2009 — 2013
BCom, Finance and Mathematics
The University of British Columbia 2009 — 2013
Global Securities May 2011 - June 2011
Bank of Montreal April 2010 - April 2011
Percy Norman Pool & Atlantis Swim Programs September 2008 - May 2010
Education
Sauder School of Business, University of British Columbia 2009 — 2013
BCom, Finance and Mathematics
The University of British Columbia 2009 — 2013
Liu Patrick Liu Patrick's Bank of Montreal Experience June 2012 - Present
Job Manager, Business Process and Data Quality Management in Enterprise Business Control at Bank of Montreal
Industry Banking
Experience
Bank of Montreal June 2012 - Present
Grant Thornton LLP in China May 2010 - May 2012
Intellisoft Technologies July 2008 - March 2010
Dell Inc April 2003 - June 2008
Bayer AG January 2000 - April 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Cross-functional Team..., Business Analysis, Forecasting, Strategy, Business Process, Six Sigma, Management, CRM, Program Management, Analysis, Project Management, Project Planning, Competitive Analysis, Budgets, SAP, Visio
Education
The University of Texas at Austin 2006 — 2008
Master
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Bank of Montreal June 2012 - Present
Grant Thornton LLP in China May 2010 - May 2012
Intellisoft Technologies July 2008 - March 2010
Dell Inc April 2003 - June 2008
Bayer AG January 2000 - April 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Cross-functional Team..., Business Analysis, Forecasting, Strategy, Business Process, Six Sigma, Management, CRM, Program Management, Analysis, Project Management, Project Planning, Competitive Analysis, Budgets, SAP, Visio
Education
The University of Texas at Austin 2006 — 2008
Master
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Vesna Nikolic Vesna Nikolic's Bank of Montreal Experience June 2000 - September 2003
Job Sr. Manager PMO, Procurement, QA and Usability at Government of Ontario
Industry Telecommunications
Experience
Government of Ontario January 2010 - Present
Virgin Mobile Canada (acquired by Bell Canada in June 2009) July 2007 - September 2009
Rogers Communications July 2005 - July 2007
Sprint Canada Inc. (acquired by Rogers Communications Inc. in June 2005) September 2003 - June 2005
Bank of Montreal June 2000 - September 2003
Sprint Canada Inc. May 1997 - May 2000
Bell Canada 1993 - 1997
Clifford watson & associates 1992 - 1993
Education
Institute of Holistic Nutrition 2010 — 2011
Energy Medicine Practitioner
Canadian School of Natural Nutrition 2009 — 2011
Registered Holistic Nutritionist
University of Zagreb 1985 — 1990
Electrical Engineering and Telecommunications
Institute of Holistic Nutrition
Energy Medicine Practitioner
Project Management Institute
PMP Certification, 2000
Queen's School of Business, 2000-2004
Strategy Program, Finance for Non-Financial Executive Program, Information Technology Program
The George Washington University
Master's Certificate in Project Management, 1998-2000
Government of Ontario January 2010 - Present
Virgin Mobile Canada (acquired by Bell Canada in June 2009) July 2007 - September 2009
Rogers Communications July 2005 - July 2007
Sprint Canada Inc. (acquired by Rogers Communications Inc. in June 2005) September 2003 - June 2005
Bank of Montreal June 2000 - September 2003
Sprint Canada Inc. May 1997 - May 2000
Bell Canada 1993 - 1997
Clifford watson & associates 1992 - 1993
Education
Institute of Holistic Nutrition 2010 — 2011
Energy Medicine Practitioner
Canadian School of Natural Nutrition 2009 — 2011
Registered Holistic Nutritionist
University of Zagreb 1985 — 1990
Electrical Engineering and Telecommunications
Institute of Holistic Nutrition
Energy Medicine Practitioner
Project Management Institute
PMP Certification, 2000
Queen's School of Business, 2000-2004
Strategy Program, Finance for Non-Financial Executive Program, Information Technology Program
The George Washington University
Master's Certificate in Project Management, 1998-2000
Ray Lacho's Bank of Montreal Experience 1993 - 1999
Job Experienced Financial Analyst & Investment Professional
Industry Venture Capital & Private Equity
Experience
Artromick International October 2008 - October 2010
Landmark Communicatons Inc 2005 - 2007
BMO Capital Markets 1999 - 2002
Bank of Montreal 1993 - 1999
Skills
Valuation, Financial Modeling, Management System, Mergers, Due Diligence, Executive Management, Forecasting, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Finance, Investments, Analysis, Market Research, Financial Analysis, Start-ups
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
University of Toronto 1989 — 1994
BA
Artromick International October 2008 - October 2010
Landmark Communicatons Inc 2005 - 2007
BMO Capital Markets 1999 - 2002
Bank of Montreal 1993 - 1999
Skills
Valuation, Financial Modeling, Management System, Mergers, Due Diligence, Executive Management, Forecasting, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Finance, Investments, Analysis, Market Research, Financial Analysis, Start-ups
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
University of Toronto 1989 — 1994
BA
Aimee Chow's Bank of Montreal Experience October 2011 - Present
Job Branch Manager at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings July 2013 - Present
Bank of Montreal October 2011 - Present
Bank of Montreal January 2011 - October 2011
BMO Bank of Montreal November 2009 - January 2011
BMO Bank of Montreal September 2007 - November 2009
Education
Certified Management Accountants of BC
CMA
The University of British Columbia 2003 — 2007
Bachelor of Arts (BA)
Coast Capital Savings July 2013 - Present
Bank of Montreal October 2011 - Present
Bank of Montreal January 2011 - October 2011
BMO Bank of Montreal November 2009 - January 2011
BMO Bank of Montreal September 2007 - November 2009
Education
Certified Management Accountants of BC
CMA
The University of British Columbia 2003 — 2007
Bachelor of Arts (BA)
Spider Campos's Bank of Montreal Experience June 2012 - March 2013
Job Business Intelligence Architect and Lead Developer at Bank of Montreal
Industry Computer Software
Experience
Workopolis April 2013 - February 2014
Bank of Montreal June 2012 - March 2013
Bell Canada July 2011 - June 2012
Kensington IT October 2010 - June 2011
Deloitte March 2010 - September 2010
Giesecke and Devrient November 2009 - March 2010
Code4Life Software March 2009 - August 2009
GreenShield November 2008 - August 2009
Toromont Industries Ltd February 2008 - October 2008
Hospitals Of Ontario Pension Plan (HOOPP) March 2006 - January 2008
Skills
C#, Architecture, SQL, VB.NET, ASP.NET, AJAX, JavaScript, jquery, ASP.NET MVC, SQL Server, T-SQL, Oracle, PL-SQL, SharePoint, BizTalk, Design Patterns, Mobile Apps, OOP, TDD, UML, RUP, LINQ, ADFS, MSF, Datawarehouse, Datamart, ETL, WPF, WCF, WF, SSAS, SSIS, SSRS, DTS, EF4, Unity, EL5, NMock, TFS, MSMQ, XML, XSLT, XQuery, XPath, Microsoft SQL Server
Education
The University of British Columbia / UBC
Bachelor of Applied Science (BASc), Statistics and Computer Science
Workopolis April 2013 - February 2014
Bank of Montreal June 2012 - March 2013
Bell Canada July 2011 - June 2012
Kensington IT October 2010 - June 2011
Deloitte March 2010 - September 2010
Giesecke and Devrient November 2009 - March 2010
Code4Life Software March 2009 - August 2009
GreenShield November 2008 - August 2009
Toromont Industries Ltd February 2008 - October 2008
Hospitals Of Ontario Pension Plan (HOOPP) March 2006 - January 2008
Skills
C#, Architecture, SQL, VB.NET, ASP.NET, AJAX, JavaScript, jquery, ASP.NET MVC, SQL Server, T-SQL, Oracle, PL-SQL, SharePoint, BizTalk, Design Patterns, Mobile Apps, OOP, TDD, UML, RUP, LINQ, ADFS, MSF, Datawarehouse, Datamart, ETL, WPF, WCF, WF, SSAS, SSIS, SSRS, DTS, EF4, Unity, EL5, NMock, TFS, MSMQ, XML, XSLT, XQuery, XPath, Microsoft SQL Server
Education
The University of British Columbia / UBC
Bachelor of Applied Science (BASc), Statistics and Computer Science
Dianne Bond's Bank of Montreal Experience June 1968 - January 1998
Job Vice President, Client Services at Right Management
Industry Human Resources
Experience
Right Management January 2014 - Present
Right Management February 2005 - December 2013
Right Management January 1999 - December 2004
Bank of Montreal June 1968 - January 1998
Skills
Career Management, Career Development, Organizational..., Outplacement, Employee Engagement, Talent Management, Leadership Development, Leadership, Coaching, Human Resources, Executive Coaching, Business Strategy, Business Development, Organizational..., Succession Planning, Employee Relations
Education
St. Francis Xavier University 1998 — 1998
Certificate, Adult Education
University of Calgary 1970 — 1974
Human Resources Management
Right Management January 2014 - Present
Right Management February 2005 - December 2013
Right Management January 1999 - December 2004
Bank of Montreal June 1968 - January 1998
Skills
Career Management, Career Development, Organizational..., Outplacement, Employee Engagement, Talent Management, Leadership Development, Leadership, Coaching, Human Resources, Executive Coaching, Business Strategy, Business Development, Organizational..., Succession Planning, Employee Relations
Education
St. Francis Xavier University 1998 — 1998
Certificate, Adult Education
University of Calgary 1970 — 1974
Human Resources Management
Michal Zacharowski's Bank of Montreal Experience 1999 - 2007
Job Manager, Application Services Delivery at InteraXon Inc
Industry Information Technology and Services
Experience
InteraXon Inc December 2009 - Present
ELS June 2009 - December 2009
CIBC January 2009 - December 2009
Z Electronics 2007 - 2008
Bank of Montreal 1999 - 2007
TCE 1993 - 1999
Skills
Information Security..., COBIT, Information Security, Vulnerability Assessment, Penetration Testing, ISO 27001, CISSP, Enterprise Architecture, Governance, IT Audit, Identity Management, PCI DSS, SDLC
Education
Technical University of Lodz 1976 — 1983
master, Electronics
InteraXon Inc December 2009 - Present
ELS June 2009 - December 2009
CIBC January 2009 - December 2009
Z Electronics 2007 - 2008
Bank of Montreal 1999 - 2007
TCE 1993 - 1999
Skills
Information Security..., COBIT, Information Security, Vulnerability Assessment, Penetration Testing, ISO 27001, CISSP, Enterprise Architecture, Governance, IT Audit, Identity Management, PCI DSS, SDLC
Education
Technical University of Lodz 1976 — 1983
master, Electronics
Bruce Zhang's Bank of Montreal Experience May 2014 - October 2014
Job Application Specialist at Workplace Safety & Insurance Board
Industry Computer Software
Experience
Workplace Safety & Insurance Board October 2014 - Present
Bank of Montreal May 2014 - October 2014
City of Toronto August 2013 - February 2014
Ministry of Education April 2012 - March 2013
Ministry of the Attorney General February 2012 - March 2012
Innovapost(Canada Post) July 2011 - October 2011
Ministry of Environment April 2011 - June 2011
IBM Canada January 2011 - February 2011
Bank of Montreal October 2010 - November 2010
Ministry of Government Service January 2010 - January 2010
Skills
JSP, EJB, Java, Java Enterprise Edition, Tomcat, Weblogic, IBM WebSphere Portal, Oracle WebCenter
Education
Southwest Jiaotong University 2000 — 2003
Master, Computer Science
New Concept College
New Concept College
Workplace Safety & Insurance Board October 2014 - Present
Bank of Montreal May 2014 - October 2014
City of Toronto August 2013 - February 2014
Ministry of Education April 2012 - March 2013
Ministry of the Attorney General February 2012 - March 2012
Innovapost(Canada Post) July 2011 - October 2011
Ministry of Environment April 2011 - June 2011
IBM Canada January 2011 - February 2011
Bank of Montreal October 2010 - November 2010
Ministry of Government Service January 2010 - January 2010
Skills
JSP, EJB, Java, Java Enterprise Edition, Tomcat, Weblogic, IBM WebSphere Portal, Oracle WebCenter
Education
Southwest Jiaotong University 2000 — 2003
Master, Computer Science
New Concept College
New Concept College
Sandra Bernardo's Bank of Montreal Experience December 2008 - Present
Job
Industry Financial Services
Experience
Bank of Montreal December 2008 - Present
Bank of Montreal December 2006 - November 2008
TD Securities 2003 - 2006
Skills
Commercial Lending, Commercial Banking, Banking, Relationship Management, Portfolio Management, Finance
Education
University of Toronto 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1998
Bachelor of Science, Biopsychology
Bank of Montreal December 2008 - Present
Bank of Montreal December 2006 - November 2008
TD Securities 2003 - 2006
Skills
Commercial Lending, Commercial Banking, Banking, Relationship Management, Portfolio Management, Finance
Education
University of Toronto 2001 — 2003
MBA, Finance
The University of British Columbia 1993 — 1998
Bachelor of Science, Biopsychology
Karen Klapper's Bank of Montreal Experience 1991 - 1993
Job Senior Analyst at CreditSights
Industry Financial Services
Experience
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
Oleh Leszczyszyn's Bank of Montreal Experience November 2011 - Present
Job Director of Performance Management at Bank of Montreal
Industry Banking
Experience
Bank of Montreal November 2011 - Present
Bank of Montreal 2008 - October 2011
KPMG 1987 - 1994
Education
London School of Economics and Political Science 1982 — 1986
BSc, Management Sciences
Bank of Montreal November 2011 - Present
Bank of Montreal 2008 - October 2011
KPMG 1987 - 1994
Education
London School of Economics and Political Science 1982 — 1986
BSc, Management Sciences
Daniel Blum's Bank of Montreal Experience May 2007 - March 2008
Job Managing Director, Securities Lending
Industry Banking
Experience
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Vinod Dodhia's Bank of Montreal Experience 2002 - Present
Job Business Intelligence Consultant at BMOFG
Industry Information Technology and Services
Experience
BMOFG 2002 - Present
Bank of Montreal 2002 - Present
BMO Financial Group 2002 - Present
Sony of Canada 1985 - June 2002
Sony of Canada 1985 - 2002
Firemans Fund Insurance Company 1978 - 1985
Skills
Data Warehousing, Business Analysis, Business Intelligence, Requirements Analysis, Integration, SQL, Databases, Data Analysis, MS Office Suite, SDLC, Requirements Gathering, Software Project..., Data Integration, Visio, Oracle, Business Process..., Project Management, DB2, Analytics, Team Leadership, Data Migration, Systems Analysis, OLAP, ERP, Change Management, Business Requirements, Software Documentation, MS Project, Access, Process Improvement, SharePoint, Project Portfolio..., PMO, Microsoft SQL Server, ETL, Data Modeling, Software Development, Enterprise Architecture, Database Design, Business Process, IT Strategy, Solution Architecture, Business Objects, PL/SQL, Master Data Management, Agile Methodologies, Informatica, Data Warehouse..., Cognos, Dimensional Modeling
Education
Texas A&M University 1968 — 1971
B.S., Chemical Engineering / Computer Science
BMOFG 2002 - Present
Bank of Montreal 2002 - Present
BMO Financial Group 2002 - Present
Sony of Canada 1985 - June 2002
Sony of Canada 1985 - 2002
Firemans Fund Insurance Company 1978 - 1985
Skills
Data Warehousing, Business Analysis, Business Intelligence, Requirements Analysis, Integration, SQL, Databases, Data Analysis, MS Office Suite, SDLC, Requirements Gathering, Software Project..., Data Integration, Visio, Oracle, Business Process..., Project Management, DB2, Analytics, Team Leadership, Data Migration, Systems Analysis, OLAP, ERP, Change Management, Business Requirements, Software Documentation, MS Project, Access, Process Improvement, SharePoint, Project Portfolio..., PMO, Microsoft SQL Server, ETL, Data Modeling, Software Development, Enterprise Architecture, Database Design, Business Process, IT Strategy, Solution Architecture, Business Objects, PL/SQL, Master Data Management, Agile Methodologies, Informatica, Data Warehouse..., Cognos, Dimensional Modeling
Education
Texas A&M University 1968 — 1971
B.S., Chemical Engineering / Computer Science
Gordon Hayes CPA, CGA, EMBA's Bank of Montreal Experience March 2010 - Present
Job Managing Director Financial Services
Industry Financial Services
Experience
Bank of Montreal March 2010 - Present
Bank of Montreal May 2005 - March 2010
Bank of Montreal February 2002 - May 2005
Bank of Montreal August 1996 - February 2002
Bank of Montreal January 1992 - August 1996
Skills
Credit Risk, Basel II, Operational Risk, Capital Markets, Financial Risk, Risk Management, Corporate Finance, Portfolio Management, Enterprise Risk..., Credit Analysis, Credit, Financial Analysis, Banking, Loans, Finance, Change Management, Leveraged Finance, Strategy, Financial Modeling
Education
York University - Schulich School of Business 2003 — 2004
Risk Management Certificate Program
University of Toronto 1994 — 1996
Executive MBA
Certified General Accountant Association of Ontario 1990 — 1992
CGA, Accounting
FICB, Fellowship of Canadian Bankers 1983 — 1985
The University of British Columbia 1974 — 1980
BCOM, Transportation Economics Commerce
Bank of Montreal March 2010 - Present
Bank of Montreal May 2005 - March 2010
Bank of Montreal February 2002 - May 2005
Bank of Montreal August 1996 - February 2002
Bank of Montreal January 1992 - August 1996
Skills
Credit Risk, Basel II, Operational Risk, Capital Markets, Financial Risk, Risk Management, Corporate Finance, Portfolio Management, Enterprise Risk..., Credit Analysis, Credit, Financial Analysis, Banking, Loans, Finance, Change Management, Leveraged Finance, Strategy, Financial Modeling
Education
York University - Schulich School of Business 2003 — 2004
Risk Management Certificate Program
University of Toronto 1994 — 1996
Executive MBA
Certified General Accountant Association of Ontario 1990 — 1992
CGA, Accounting
FICB, Fellowship of Canadian Bankers 1983 — 1985
The University of British Columbia 1974 — 1980
BCOM, Transportation Economics Commerce
Joanne Eby's Bank of Montreal Experience June 1998 - August 2000
Job Consultant in the Financial Services Industry
Industry Financial Services
Experience
Nth Degree Fiduciary Solutions (NDFS LLC) 2005 - Present
Cannon Financial Institute June 2001 - Present
Harris Bank September 2000 - January 2005
Bank of Montreal June 1998 - August 2000
SS&C Technologies May 1987 - June 1998
Skills
Fiduciary Internal Audit, Fiduciary Compliance, Fiduciary Policy Writing, Internal Audit, Policy Writing, Reviews, Compliance Testing, Risk Management, Banking, Investments, Wealth Management, Risk Assessment, Securities, Strategic Planning, Fiduciary, Strategic Financial..., Financial Risk, Relationship Management, Finance
Education
The John Marshall Law School 2009 — 2013
JD, Law
York University - Schulich School of Business 1984 — 1986
MBA, Information Systems and Public Policy
Western University 1976 — 1980
Honors BA, English Language & Literature
Nth Degree Fiduciary Solutions (NDFS LLC) 2005 - Present
Cannon Financial Institute June 2001 - Present
Harris Bank September 2000 - January 2005
Bank of Montreal June 1998 - August 2000
SS&C Technologies May 1987 - June 1998
Skills
Fiduciary Internal Audit, Fiduciary Compliance, Fiduciary Policy Writing, Internal Audit, Policy Writing, Reviews, Compliance Testing, Risk Management, Banking, Investments, Wealth Management, Risk Assessment, Securities, Strategic Planning, Fiduciary, Strategic Financial..., Financial Risk, Relationship Management, Finance
Education
The John Marshall Law School 2009 — 2013
JD, Law
York University - Schulich School of Business 1984 — 1986
MBA, Information Systems and Public Policy
Western University 1976 — 1980
Honors BA, English Language & Literature
Loredana Carcasole's Bank of Montreal Experience January 2011 - May 2013
Job Sr. Manager, Channel Management at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group May 2015 - Present
BMO Financial Group December 2014 - Present
BMO Financial Group May 2013 - December 2014
Bank of Montreal January 2011 - May 2013
BMO July 2009 - January 2011
Bank of Montreal May 2006 - July 2009
Meridian Credit Union August 1993 - May 2006
Skills
Change Management, Training, Leadership Development, Program Management, Employee Engagement, Performance Management, Risk Management, Business Analysis, Team Leadership, Coaching, Talent Management, Workshop Facilitation, Business Process..., Organizational..., Strategy, Management Consulting, Leadership, Banking, Vendor Management, Organizational..., Executive Coaching, Succession Planning, Organizational Design, Strategic Planning, Relationship Management, Team Building, Human Resources, Needs Analysis, Employee Training, Training Delivery, Consulting, Management, Financial Services, Learning Management, Workforce Planning, Instructional Design, Onboarding, Performance Improvement, Talent Acquisition, Executive Management, Career Development, Blended Learning, Personnel Management, Recruiting, Mergers & Acquisitions
Education
St. Francis Xavier University 2004 — 2005
Certificate in Adult Education, Adult and Continuing Education and Teaching
York University 1985 — 1989
BA, English, History
BMO Financial Group May 2015 - Present
BMO Financial Group December 2014 - Present
BMO Financial Group May 2013 - December 2014
Bank of Montreal January 2011 - May 2013
BMO July 2009 - January 2011
Bank of Montreal May 2006 - July 2009
Meridian Credit Union August 1993 - May 2006
Skills
Change Management, Training, Leadership Development, Program Management, Employee Engagement, Performance Management, Risk Management, Business Analysis, Team Leadership, Coaching, Talent Management, Workshop Facilitation, Business Process..., Organizational..., Strategy, Management Consulting, Leadership, Banking, Vendor Management, Organizational..., Executive Coaching, Succession Planning, Organizational Design, Strategic Planning, Relationship Management, Team Building, Human Resources, Needs Analysis, Employee Training, Training Delivery, Consulting, Management, Financial Services, Learning Management, Workforce Planning, Instructional Design, Onboarding, Performance Improvement, Talent Acquisition, Executive Management, Career Development, Blended Learning, Personnel Management, Recruiting, Mergers & Acquisitions
Education
St. Francis Xavier University 2004 — 2005
Certificate in Adult Education, Adult and Continuing Education and Teaching
York University 1985 — 1989
BA, English, History
Stevan Lewis's Bank of Montreal Experience 2005 - 2009
Job SVP & CTO
Industry Insurance
Experience
Sun Life Financial December 2011 - Present
Sun Life Financial August 2009 - August 2010
Bank of Montreal Financial Group 2008 - 2009
Bank of Montreal 2005 - 2009
BMO Financial Group 2001 - 2009
BMO, Bank of Montreal 2001 - 2008
Skills
Risk Management, Enterprise Software, Governance, PMO, IT Strategy, Team Leadership, Capital Markets, Cloud Computing, Solution Architecture, Enterprise Architecture, Business Analysis, ITIL, Financial Services, SDLC, Professional Services, Requirements Analysis, Vendor Management, Banking, CRM, Change Management, Business Intelligence, Business Process..., Business Strategy, Project Management, Strategy, SaaS, Outsourcing
Education
The University of British Columbia
MBA
Sun Life Financial December 2011 - Present
Sun Life Financial August 2009 - August 2010
Bank of Montreal Financial Group 2008 - 2009
Bank of Montreal 2005 - 2009
BMO Financial Group 2001 - 2009
BMO, Bank of Montreal 2001 - 2008
Skills
Risk Management, Enterprise Software, Governance, PMO, IT Strategy, Team Leadership, Capital Markets, Cloud Computing, Solution Architecture, Enterprise Architecture, Business Analysis, ITIL, Financial Services, SDLC, Professional Services, Requirements Analysis, Vendor Management, Banking, CRM, Change Management, Business Intelligence, Business Process..., Business Strategy, Project Management, Strategy, SaaS, Outsourcing
Education
The University of British Columbia
MBA
Raymond Chin's Bank of Montreal Experience January 2001 - April 2001
Job Senior Manager at Decision Resources Group
Industry Hospital & Health Care
Experience
Decision Resources Group January 2014 - Present
Millennium Research Group May 2011 - Present
Ministry of Health and Long-Term Care November 2010 - November 2011
Millennium Research Group July 2010 - November 2010
Millennium Research Group January 2008 - June 2010
Millennium Research Group May 2006 - December 2007
University of Waterloo September 2004 - April 2005
Alcatel Canada Inc September 2001 - December 2001
Bank of Montreal January 2001 - April 2001
Skills
Business Intelligence, Program Management, Market Research, Project Management, Analysis, Data Collection, Leadership, Customer Service, Management, Visio, Training, Analytics, Business Development, Vendor Management
Education
Stanford University 2011 — 2015
Stanford Certified Project Manager, Project Management
Willow Creek Association 2007 — 2007
Leadership Training Seminary, Leadership Training
Project Management Institute 2006 — 2006
Certified Associate of Project Management, Project Management
University of Waterloo 2004 — 2005
Master of Applied Science, Management Sciences (business and engineering)
Queen's UniversitySept. 2004 2004 — 2004
Team-based Project Managment
University of Waterloo (Co 1998 — 2003
Bachelor of Applied Science, op option; Environmental (Civil) Engineering; an Option; Management Sciences
Decision Resources Group January 2014 - Present
Millennium Research Group May 2011 - Present
Ministry of Health and Long-Term Care November 2010 - November 2011
Millennium Research Group July 2010 - November 2010
Millennium Research Group January 2008 - June 2010
Millennium Research Group May 2006 - December 2007
University of Waterloo September 2004 - April 2005
Alcatel Canada Inc September 2001 - December 2001
Bank of Montreal January 2001 - April 2001
Skills
Business Intelligence, Program Management, Market Research, Project Management, Analysis, Data Collection, Leadership, Customer Service, Management, Visio, Training, Analytics, Business Development, Vendor Management
Education
Stanford University 2011 — 2015
Stanford Certified Project Manager, Project Management
Willow Creek Association 2007 — 2007
Leadership Training Seminary, Leadership Training
Project Management Institute 2006 — 2006
Certified Associate of Project Management, Project Management
University of Waterloo 2004 — 2005
Master of Applied Science, Management Sciences (business and engineering)
Queen's UniversitySept. 2004 2004 — 2004
Team-based Project Managment
University of Waterloo (Co 1998 — 2003
Bachelor of Applied Science, op option; Environmental (Civil) Engineering; an Option; Management Sciences
Raymond Leung, MBA, PMP's Bank of Montreal Experience February 2012 - February 2013
Job Project Manager at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. December 2013 - Present
TD Bank Group April 2013 - October 2013
Bank of Montreal February 2012 - February 2013
TD Bank Group April 2011 - October 2011
Rogers Communications 2010 - 2010
Loblaw Companies Limited 2008 - 2009
Great-West Life 2008 - 2008
Canadian Tire 2007 - 2008
TD Bank 2007 - 2007
Bell 2007 - 2007
Skills
PMP, SDLC, PMO, Project Management, Finance, Software Development, Infrastructure, System Conversion, Program Management, Telecommunications, Agile Project Management, Distributed Team..., Vendor Management, VoIP, eBanking, IT Strategy, Agile Methodologies, Testing, CRM
Education
The Chinese University of Hong Kong 1986 — 1991
MBA, MBA
The University of Hong Kong 1979 — 1983
BSc, Industrial Engineering
WYK
IBM Canada Ltd. December 2013 - Present
TD Bank Group April 2013 - October 2013
Bank of Montreal February 2012 - February 2013
TD Bank Group April 2011 - October 2011
Rogers Communications 2010 - 2010
Loblaw Companies Limited 2008 - 2009
Great-West Life 2008 - 2008
Canadian Tire 2007 - 2008
TD Bank 2007 - 2007
Bell 2007 - 2007
Skills
PMP, SDLC, PMO, Project Management, Finance, Software Development, Infrastructure, System Conversion, Program Management, Telecommunications, Agile Project Management, Distributed Team..., Vendor Management, VoIP, eBanking, IT Strategy, Agile Methodologies, Testing, CRM
Education
The Chinese University of Hong Kong 1986 — 1991
MBA, MBA
The University of Hong Kong 1979 — 1983
BSc, Industrial Engineering
WYK
Nico Louw, MBA, PMP's Bank of Montreal Experience January 2010 - September 2011
Job Senior Project Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2014 - February 2015
RBC April 2013 - June 2014
Laurentian Bank August 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of Montreal January 2010 - September 2011
RBC April 2007 - October 2009
Bank of Montreal October 2005 - March 2007
Nedbank July 2002 - August 2005
Nedbank February 2001 - June 2002
South African Airways January 1997 - February 1999
Skills
Project Delivery, Software Project..., PMP, Business Requirements, Integration, Vendor Management, CRM, Project Portfolio..., Risk Management, SDLC, User Acceptance Testing, Requirements Gathering, Change Management, Banking, Project Management, CMMI, Business Analysis, Analysis, Management, PMO, Cross-functional Team..., Project Planning, Financial Services, Strategy
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional (PMP)
The University of Chicago Booth School of Business 2000 — 2000
MBA, Strategy, Finance, Technology
University of the Witwatersrand - Graduate School of Business 1999 — 2000
MBA, Business/Commerce, General
University of Johannesburg 1994 — 1996
B. Com, Business Economics
University of South Africa/Universiteit van Suid-Afrika 1992 — 1993
B. Com. (Hons), Business Economics
University of Johannesburg 1988 — 1991
M. Com. Marketing; cum laude, Marketing
BMO Financial Group July 2014 - February 2015
RBC April 2013 - June 2014
Laurentian Bank August 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of Montreal January 2010 - September 2011
RBC April 2007 - October 2009
Bank of Montreal October 2005 - March 2007
Nedbank July 2002 - August 2005
Nedbank February 2001 - June 2002
South African Airways January 1997 - February 1999
Skills
Project Delivery, Software Project..., PMP, Business Requirements, Integration, Vendor Management, CRM, Project Portfolio..., Risk Management, SDLC, User Acceptance Testing, Requirements Gathering, Change Management, Banking, Project Management, CMMI, Business Analysis, Analysis, Management, PMO, Cross-functional Team..., Project Planning, Financial Services, Strategy
Education
Project Management Institute 2007 — 2007
PMP, Project Management Professional (PMP)
The University of Chicago Booth School of Business 2000 — 2000
MBA, Strategy, Finance, Technology
University of the Witwatersrand - Graduate School of Business 1999 — 2000
MBA, Business/Commerce, General
University of Johannesburg 1994 — 1996
B. Com, Business Economics
University of South Africa/Universiteit van Suid-Afrika 1992 — 1993
B. Com. (Hons), Business Economics
University of Johannesburg 1988 — 1991
M. Com. Marketing; cum laude, Marketing
Richard Kwok (MSc, BSc)'s Bank of Montreal Experience July 2011 - February 2012
Job IT consultant Java development at Tangerine
Industry Information Technology and Services
Experience
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Martin Nel's Bank of Montreal Experience 2008 - Present
Job Vice President, Retail Products at BMO Financial Group
Industry Banking
Experience
Bank of Montreal 2008 - Present
McKinsey & Company 2001 - 2008
PricewaterhouseCoopers 1996 - 1999
Education
University of Oxford 1999 — 2001
Honours degree PPE (Politics, Philosophy, Economics)
South African Institute of Chartered Accountants
Chartered Accountant
Stellenbosch University/Universiteit Stellenbosch 1992 — 1996
Honours B. Accounting, Cum laude
Paul Roos Gymnasium 1986 — 1990
Matric
Bank of Montreal 2008 - Present
McKinsey & Company 2001 - 2008
PricewaterhouseCoopers 1996 - 1999
Education
University of Oxford 1999 — 2001
Honours degree PPE (Politics, Philosophy, Economics)
South African Institute of Chartered Accountants
Chartered Accountant
Stellenbosch University/Universiteit Stellenbosch 1992 — 1996
Honours B. Accounting, Cum laude
Paul Roos Gymnasium 1986 — 1990
Matric
Bob Bartell's Bank of Montreal Experience 1993 - 1997
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 1997 - Present
Bank of Montreal 1993 - 1997
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Agricultural Economics
Duff & Phelps July 1997 - Present
Bank of Montreal 1993 - 1997
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Agricultural Economics
David Wales, CFA, CAIA's Bank of Montreal Experience February 1987 - December 2002
Job Vice President, Grosvenor Capital Management
Industry Investment Management
Experience
Grosvenor Capital Management, L.P. March 2003 - Present
Bank of Montreal February 1987 - December 2002
National Bank of Canada December 1984 - February 1987
Skills
Hedge Funds, Alternative Investments, Derivatives, Portfolio Management, Due Diligence, Fund Of Funds, Capital Markets, Asset Allocation, Asset Management, Asset Managment, Equities, Financial Markets, Fixed Income
Education
The University of British Columbia 1979 — 1983
B.A., Economics
Grosvenor Capital Management, L.P. March 2003 - Present
Bank of Montreal February 1987 - December 2002
National Bank of Canada December 1984 - February 1987
Skills
Hedge Funds, Alternative Investments, Derivatives, Portfolio Management, Due Diligence, Fund Of Funds, Capital Markets, Asset Allocation, Asset Management, Asset Managment, Equities, Financial Markets, Fixed Income
Education
The University of British Columbia 1979 — 1983
B.A., Economics
Bernadette Chik's Bank of Montreal Experience 2000 - 2001
Job Consultant
Industry Investment Management
Experience
Mercer 2003 - Present
Bank of Montreal 2000 - 2001
Education
CFA Institute
Chartered Financial Analyst
The University of British Columbia 1994 — 1999
B Com with Honours, Finance
Mercer 2003 - Present
Bank of Montreal 2000 - 2001
Education
CFA Institute
Chartered Financial Analyst
The University of British Columbia 1994 — 1999
B Com with Honours, Finance
Ibidunni Owokalu's Bank of Montreal Experience October 2014 - Present
Job SharePoint and Infrastructure Manager, AML Program PMO at Bank of Montreal
Industry Banking
Experience
Bank of Montreal October 2014 - Present
UpClick January 2013 - December 2013
Pieach Ltd January 2009 - December 2012
Bank of America October 2007 - December 2008
Bank of America May 2004 - September 2007
Bank of America August 2003 - April 2004
Skills
Risk Mitigation, Treasury Management, Risk Management, Risk, Credit, Fraud, Credit Cards, Banking, Risk Analysis, Credit Analysis, AML, Fraud Prevention, Loans, Project Management, Information Technology, Data Analysis, Financial Risk, Strategy, Analysis, Management, Access, Portfolio Management
Education
Lasalle College 2013 — 2013
Certificate, Project Management
CDI College of Business and technology 2002 — 2003
Computer Networking, Networking
University of Lethbridge 1999 — 2002
B.Mgt, Management Informations Systems
University of Alberta 1996 — 1999
B.Sc, Chemistry and Computer Science Minor
Bank of Montreal October 2014 - Present
UpClick January 2013 - December 2013
Pieach Ltd January 2009 - December 2012
Bank of America October 2007 - December 2008
Bank of America May 2004 - September 2007
Bank of America August 2003 - April 2004
Skills
Risk Mitigation, Treasury Management, Risk Management, Risk, Credit, Fraud, Credit Cards, Banking, Risk Analysis, Credit Analysis, AML, Fraud Prevention, Loans, Project Management, Information Technology, Data Analysis, Financial Risk, Strategy, Analysis, Management, Access, Portfolio Management
Education
Lasalle College 2013 — 2013
Certificate, Project Management
CDI College of Business and technology 2002 — 2003
Computer Networking, Networking
University of Lethbridge 1999 — 2002
B.Mgt, Management Informations Systems
University of Alberta 1996 — 1999
B.Sc, Chemistry and Computer Science Minor
Kar Sze To's Bank of Montreal Experience March 2011 - Present
Job Business Systems Analyst at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal March 2011 - Present
Scotiabank 2009 - March 2011
Dundee Securities July 2007 - September 2008
Dynamic Mutual Funds July 2002 - June 2007
Dynamic Mutual Funds March 2000 - June 2002
Bell Canada June 1997 - December 1999
Global Sources September 1989 - June 1996
Skills
SDLC
Education
The Hong Kong Polytechnic University 1976 — 1979
Higher Dipoloma, Accountancy
St Margaret's College
Bank of Montreal March 2011 - Present
Scotiabank 2009 - March 2011
Dundee Securities July 2007 - September 2008
Dynamic Mutual Funds July 2002 - June 2007
Dynamic Mutual Funds March 2000 - June 2002
Bell Canada June 1997 - December 1999
Global Sources September 1989 - June 1996
Skills
SDLC
Education
The Hong Kong Polytechnic University 1976 — 1979
Higher Dipoloma, Accountancy
St Margaret's College
Jamie (Desmond) Wilbert's Bank of Montreal Experience July 2014 - Present
Job Associate Director at Bank of Montreal
Industry Investment Banking
Experience
Bank of Montreal July 2014 - Present
Barclays Capital 2008 - July 2014
Lehman Brothers September 2000 - September 2008
Skills
Middle Office, Fixed Income, Derivatives, Project Management
Education
The University of Connecticut School of Business 1995 — 2000
Finance
University of Connecticut 1995 — 2000
Bachelor of Science, Finance
Bank of Montreal July 2014 - Present
Barclays Capital 2008 - July 2014
Lehman Brothers September 2000 - September 2008
Skills
Middle Office, Fixed Income, Derivatives, Project Management
Education
The University of Connecticut School of Business 1995 — 2000
Finance
University of Connecticut 1995 — 2000
Bachelor of Science, Finance
Chris Seib's Bank of Montreal Experience May 2007 - January 2010
Job Director, Auto Finance Corporate Finance Division
Industry Banking
Experience
BMO Corporate Finance Division 2012 - 2013
BMO Bank of Montreal January 2011 - January 2012
Bank of Montreal May 2007 - January 2010
Skills
Commercial Banking, Customer Relations, Credit, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Retail Banking, Commercial Lending, Finance, Investments, Mortgage Lending, Corporate Finance, Management, Risk Management, Loans, Relationship Management
Education
The University of Lethbridge 2000 — 2004
Bachelor's Degree, Management/Finance
BMO Corporate Finance Division 2012 - 2013
BMO Bank of Montreal January 2011 - January 2012
Bank of Montreal May 2007 - January 2010
Skills
Commercial Banking, Customer Relations, Credit, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Retail Banking, Commercial Lending, Finance, Investments, Mortgage Lending, Corporate Finance, Management, Risk Management, Loans, Relationship Management
Education
The University of Lethbridge 2000 — 2004
Bachelor's Degree, Management/Finance
Weston Trott's Bank of Montreal Experience May 2004 - September 2004
Job
Industry Transportation/Trucking/Railroad
Experience
Metrolinx April 2012 - Present
CN August 2010 - April 2012
WTS June 2009 - August 2010
Meltwater Group October 2008 - June 2009
Desjardins February 2007 - October 2008
Swift Trade, Montreal February 2006 - February 2007
Elections Ontario August 2005 - February 2006
Bank of Montreal May 2004 - September 2004
City of Toronto, Elections Division June 2003 - November 2003
Elections Ontario April 2003 - June 2003
Skills
Financial Analysis, Leadership, Customer Service, Securities, Financial Markets, Asset Managment, Project Planning, Quality Control, Investments, Business Strategy, Risk Management, Sales, Time Management, Marketing, Analysis, Trading, Portfolio Management, Strategy, Logistics, Business Analysis, Start-ups, Equities, Financial Modeling, Business Development, Finance, Forecasting, Business Planning, Management, Operations Management, Asset Management, Negotiation
Education
St. Francis Xavier University 2001 — 2005
Athabasca University
Business Management
Metrolinx April 2012 - Present
CN August 2010 - April 2012
WTS June 2009 - August 2010
Meltwater Group October 2008 - June 2009
Desjardins February 2007 - October 2008
Swift Trade, Montreal February 2006 - February 2007
Elections Ontario August 2005 - February 2006
Bank of Montreal May 2004 - September 2004
City of Toronto, Elections Division June 2003 - November 2003
Elections Ontario April 2003 - June 2003
Skills
Financial Analysis, Leadership, Customer Service, Securities, Financial Markets, Asset Managment, Project Planning, Quality Control, Investments, Business Strategy, Risk Management, Sales, Time Management, Marketing, Analysis, Trading, Portfolio Management, Strategy, Logistics, Business Analysis, Start-ups, Equities, Financial Modeling, Business Development, Finance, Forecasting, Business Planning, Management, Operations Management, Asset Management, Negotiation
Education
St. Francis Xavier University 2001 — 2005
Athabasca University
Business Management
Nasimul Chowdhury's Bank of Montreal Experience May 2014 - Present
Job Business Analyst at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal May 2014 - Present
Scotiabank January 2011 - September 2013
CSC Consulting November 2002 - July 2009
Creditex inc 1999 - 2002
Education
The Ohio State University Fisher College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.02
Bank of Montreal May 2014 - Present
Scotiabank January 2011 - September 2013
CSC Consulting November 2002 - July 2009
Creditex inc 1999 - 2002
Education
The Ohio State University Fisher College of Business 1995 — 1997
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.02
Michael Huckins's Bank of Montreal Experience 1975 - 1988
Job Business Analyst
Industry Government Administration
Experience
Shared Services Canada January 2015 - Present
Department of National Defence September 2014 - December 2014
Health Canada February 2013 - 2014
Makaya Group 2009 - December 2012
Public Health Agency of Canada 2005 - 2009
HumanResolve Inc. 2003 - 2005
Hewlett-Packard 1988 - 2002
Bank of Montreal 1975 - 1988
Skills
Program Management, Business Analysis, Process Improvement, Integration, Project Management, Governance, Team Management, Strategy, Quality Assurance, Team Leadership, Project Planning, PMP, Change Management, Troubleshooting, Requirements Analysis, Visio, Business Intelligence, Business Process, Cloud Computing, Budgets, SDLC, IT Service Management, Negotiation, Software Documentation, Risk Management, Information Technology, Management, Analysis, Project Delivery, Cross-functional Team..., Account Management, Business Process..., Software Project..., Strategic Planning, ERP, Business Requirements, Project Portfolio..., PMO, Resource Management, Enterprise Architecture, Systems Analysis, Outsourcing, Requirements Gathering, Security, COTS Evaluation, Government Procurement, IT Strategy, Vendor Management, SharePoint, ITIL
Education
London School of Economics and Political Science
Economics, B.Sc
Shared Services Canada January 2015 - Present
Department of National Defence September 2014 - December 2014
Health Canada February 2013 - 2014
Makaya Group 2009 - December 2012
Public Health Agency of Canada 2005 - 2009
HumanResolve Inc. 2003 - 2005
Hewlett-Packard 1988 - 2002
Bank of Montreal 1975 - 1988
Skills
Program Management, Business Analysis, Process Improvement, Integration, Project Management, Governance, Team Management, Strategy, Quality Assurance, Team Leadership, Project Planning, PMP, Change Management, Troubleshooting, Requirements Analysis, Visio, Business Intelligence, Business Process, Cloud Computing, Budgets, SDLC, IT Service Management, Negotiation, Software Documentation, Risk Management, Information Technology, Management, Analysis, Project Delivery, Cross-functional Team..., Account Management, Business Process..., Software Project..., Strategic Planning, ERP, Business Requirements, Project Portfolio..., PMO, Resource Management, Enterprise Architecture, Systems Analysis, Outsourcing, Requirements Gathering, Security, COTS Evaluation, Government Procurement, IT Strategy, Vendor Management, SharePoint, ITIL
Education
London School of Economics and Political Science
Economics, B.Sc
Debbie Glover's Bank of Montreal Experience January 1995 - September 1998
Job Senior Designer and Facilitator at Jim Harrison & Associates
Industry Professional Training & Coaching
Experience
IWCC Training In Communications 2005 - Present
Jim Harrison & Associates January 2000 - Present
Lattice Learning & Design Inc. September 1998 - Present
Bank of Montreal January 1995 - September 1998
Bank of Montreal April 1990 - December 1994
Skills
Leadership Development, Personal Development, Instructional Design, Financial Services..., Presentation Coaching, Coaching Staff, Sales Skills Training, Financial Services, Workshop Facilitation, Program Management, Management, Blended Learning, Selling Skills, Leadership, Needs Analysis, Training Delivery, Executive Coaching, Coaching, Training
Education
York University 1995 — 2002
Bachelor of Arts, Women's Studies
St. Francis Xavier University 1996 — 1997
Certificate, Adult Education
IWCC Training In Communications 2005 - Present
Jim Harrison & Associates January 2000 - Present
Lattice Learning & Design Inc. September 1998 - Present
Bank of Montreal January 1995 - September 1998
Bank of Montreal April 1990 - December 1994
Skills
Leadership Development, Personal Development, Instructional Design, Financial Services..., Presentation Coaching, Coaching Staff, Sales Skills Training, Financial Services, Workshop Facilitation, Program Management, Management, Blended Learning, Selling Skills, Leadership, Needs Analysis, Training Delivery, Executive Coaching, Coaching, Training
Education
York University 1995 — 2002
Bachelor of Arts, Women's Studies
St. Francis Xavier University 1996 — 1997
Certificate, Adult Education
Leanne H's Bank of Montreal Experience April 2008 - July 2009
Job Executive Assistant at Quark Expeditions
Industry Financial Services
Experience
Quark Expeditions December 2014 - Present
DRI Capital May 2014 - December 2014
The Catalyst Capital Group Inc. September 2013 - May 2014
Galileo Global Equity Advisors March 2012 - June 2013
GMP Securities March 2010 - March 2012
Bank of Montreal April 2008 - July 2009
Hilton Hotel Cairns October 2006 - September 2007
IPA Personnel November 2004 - June 2006
Village Roadshow May 2001 - June 2004
Lee Kelly & Associates May 1998 - May 2001
Skills
Event Planning, Microsoft Excel, Outlook, Recruiting, PowerPoint, Event Management, Human Resources, Sales, Project Planning, Strategic Planning, Time Management
Education
CSI 2012 — 2012
Canadian Securities Course, Finance, General
TAFE 1996 — 1997
Certificate II in Office Administration
Quark Expeditions December 2014 - Present
DRI Capital May 2014 - December 2014
The Catalyst Capital Group Inc. September 2013 - May 2014
Galileo Global Equity Advisors March 2012 - June 2013
GMP Securities March 2010 - March 2012
Bank of Montreal April 2008 - July 2009
Hilton Hotel Cairns October 2006 - September 2007
IPA Personnel November 2004 - June 2006
Village Roadshow May 2001 - June 2004
Lee Kelly & Associates May 1998 - May 2001
Skills
Event Planning, Microsoft Excel, Outlook, Recruiting, PowerPoint, Event Management, Human Resources, Sales, Project Planning, Strategic Planning, Time Management
Education
CSI 2012 — 2012
Canadian Securities Course, Finance, General
TAFE 1996 — 1997
Certificate II in Office Administration
Celia Feng's Bank of Montreal Experience February 1982 - Present
Job Senior Project Manager, PMP at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal February 1982 - Present
Skills
PMP, Project Plans, SDLC, PMI
Education
Tamkang University 1973 — 1978
Bachelor of Commerce, International Trading
Wesley Girls High School 1970 — 1973
Bank of Montreal February 1982 - Present
Skills
PMP, Project Plans, SDLC, PMI
Education
Tamkang University 1973 — 1978
Bachelor of Commerce, International Trading
Wesley Girls High School 1970 — 1973
Amisha Moorjani's Bank of Montreal Experience October 2005 - April 2010
Job Branch Manager, Sales & Service at Scotiabank
Industry Financial Services
Experience
Scotiabank May 2011 - Present
BMO Financial Group May 2010 - May 2011
Bank of Montreal October 2005 - April 2010
Strategic Capital Corp Pvt Ltd May 2001 - October 2003
Skills
Credit, Equities, Retail Banking, Banking, Relationship Management, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Small Business Lending, Branch Banking, Commercial Banking, Financial Services, Portfolio Management, Sales, Risk Management, Investments, Financial Planning, Team Management
Education
The Maharaja Sayajirao University of Baroda 1999 — 2001
MBA
The Maharaja Sayajirao University of Baroda 1998 — 1999
Post-Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 1995 — 1998
Bachelors in Science, Foods & Nutrition
Scotiabank May 2011 - Present
BMO Financial Group May 2010 - May 2011
Bank of Montreal October 2005 - April 2010
Strategic Capital Corp Pvt Ltd May 2001 - October 2003
Skills
Credit, Equities, Retail Banking, Banking, Relationship Management, Credit Analysis, Loans, Mortgage Lending, Mutual Funds, Small Business Lending, Branch Banking, Commercial Banking, Financial Services, Portfolio Management, Sales, Risk Management, Investments, Financial Planning, Team Management
Education
The Maharaja Sayajirao University of Baroda 1999 — 2001
MBA
The Maharaja Sayajirao University of Baroda 1998 — 1999
Post-Graduate Diploma in Business Management
The Maharaja Sayajirao University of Baroda 1995 — 1998
Bachelors in Science, Foods & Nutrition
Allison Kern's Bank of Montreal Experience June 2008 - September 2008
Job Senior Associate at the Emerging Sovereign Group
Industry Investment Management
Experience
Emerging Sovereign Group (The Carlyle Group) July 2013 - Present
Royal Bank of Scotland August 2010 - July 2013
RBS Global Banking & Markets June 2009 - August 2009
Bank of Montreal June 2008 - September 2008
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Investment Banking
Education
London School of Economics and Political Science 2009 — 2010
Bachelor of Science (BSc), Economics, First
Georgetown University - The School of Foreign Service 2006 — 2010
BSc Hons, International Economics, International Business Diplomacy Certificate, 3.9/4.0
Emerging Sovereign Group (The Carlyle Group) July 2013 - Present
Royal Bank of Scotland August 2010 - July 2013
RBS Global Banking & Markets June 2009 - August 2009
Bank of Montreal June 2008 - September 2008
Skills
Financial Modeling, Valuation, Economics, Financial Analysis, Investment Banking
Education
London School of Economics and Political Science 2009 — 2010
Bachelor of Science (BSc), Economics, First
Georgetown University - The School of Foreign Service 2006 — 2010
BSc Hons, International Economics, International Business Diplomacy Certificate, 3.9/4.0
Simon Poon's Bank of Montreal Experience September 2006 - September 2007
Job Realtor at Multiple Realty Ltd.
Industry Real Estate
Experience
Multiple Realty Ltd July 2012 - Present
HSBC September 2007 - February 2010
Bank of Montreal September 2006 - September 2007
RBC September 2004 - September 2006
Skills
Mortgage Lending, Loans, Retail Banking, Mutual Funds, Real Estate, Equities, Residential Homes, Residential Mortgages, Credit, Credit Analysis, Investment Properties, First Time Home Buyers, Condos, Selling, Real Estate Transactions, Negotiation, Sales, Single Family Homes, Financial Services, Relationship Management
Education
The University of British Columbia 1999 — 2003
BSc
Multiple Realty Ltd July 2012 - Present
HSBC September 2007 - February 2010
Bank of Montreal September 2006 - September 2007
RBC September 2004 - September 2006
Skills
Mortgage Lending, Loans, Retail Banking, Mutual Funds, Real Estate, Equities, Residential Homes, Residential Mortgages, Credit, Credit Analysis, Investment Properties, First Time Home Buyers, Condos, Selling, Real Estate Transactions, Negotiation, Sales, Single Family Homes, Financial Services, Relationship Management
Education
The University of British Columbia 1999 — 2003
BSc
Patricia Corcoran's Bank of Montreal Experience 2001 - 2003
Job Regional VicePresident, Retail Sales Markets, Western Region at Standard Life
Industry Financial Services
Experience
Standard Life April 2013 - Present
Standard Life April 2011 - April 2013
Fidelity Investments Canada November 2003 - April 2011
Bank of Montreal 2001 - 2003
Ford Motor Credit 1994 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Financial Services, Portfolio Management, Retirement, Financial Advisory
Education
State University of New York College at Oswego
B.Sc., Business/Commerce, General
Standard Life April 2013 - Present
Standard Life April 2011 - April 2013
Fidelity Investments Canada November 2003 - April 2011
Bank of Montreal 2001 - 2003
Ford Motor Credit 1994 - 1999
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Financial Services, Portfolio Management, Retirement, Financial Advisory
Education
State University of New York College at Oswego
B.Sc., Business/Commerce, General
Dennis Liu's Bank of Montreal Experience March 2006 - Present
Job Application Software Development Manager of Bank of Montreal
Industry Banking
Experience
Bank of Montreal March 2006 - Present
CIBC March 2000 - March 2006
Skills
SDLC, Enterprise Architecture, Requirements Gathering, Databases, Business Analysis, .NET, Java Enterprise Edition, Software Development, Requirements Analysis, Architectures, SOA, Data Warehousing, Data Modeling, Solution Architecture, Java
Education
Southwest University for Nationalities 1991 — 1995
Bachelor's degree, Applied Computer Science
high school
high school
Bank of Montreal March 2006 - Present
CIBC March 2000 - March 2006
Skills
SDLC, Enterprise Architecture, Requirements Gathering, Databases, Business Analysis, .NET, Java Enterprise Edition, Software Development, Requirements Analysis, Architectures, SOA, Data Warehousing, Data Modeling, Solution Architecture, Java
Education
Southwest University for Nationalities 1991 — 1995
Bachelor's degree, Applied Computer Science
high school
high school
Robert Nernberg's Bank of Montreal Experience May 2006 - May 2009
Job Manager of Cash Management TD Bank, National Accounts
Industry Banking
Experience
TD Bank Group December 2010 - Present
BMO Financial Group May 2009 - November 2010
Bank of Montreal May 2006 - May 2009
Education
The University of Lethbridge 1997 — 2002
Business, Finance
TD Bank Group December 2010 - Present
BMO Financial Group May 2009 - November 2010
Bank of Montreal May 2006 - May 2009
Education
The University of Lethbridge 1997 — 2002
Business, Finance
Firdevs Adiguzel's Bank of Montreal Experience June 2011 - November 2011
Job Database and Cognos Administrator at Trillium Gift of Life, Ministry of Health and Long Term CareNetwork
Industry Computer Software
Experience
Bank of Montreal June 2011 - November 2011
Trillium Gift of Life Network January 2011 - June 2011
Steelman Software Solutions Inc. January 2006 - May 2010
Globe-Tek Corporation Inc. January 2001 - September 2006
The Ohio State University 1987 - 1992
Skills
Software Installation, Oracle Enterprise..., PL/SQL, SQL, Oracle, Databases, Linux, Disaster Recovery, Oracle RAC, RMAN, Testing, Performance Tuning, SQL Tuning, Requirements Analysis, Data Warehousing, Database Design
Education
The Ohio State University 1982 — 1985
Master of Science, Applied Mathematics
Bank of Montreal June 2011 - November 2011
Trillium Gift of Life Network January 2011 - June 2011
Steelman Software Solutions Inc. January 2006 - May 2010
Globe-Tek Corporation Inc. January 2001 - September 2006
The Ohio State University 1987 - 1992
Skills
Software Installation, Oracle Enterprise..., PL/SQL, SQL, Oracle, Databases, Linux, Disaster Recovery, Oracle RAC, RMAN, Testing, Performance Tuning, SQL Tuning, Requirements Analysis, Data Warehousing, Database Design
Education
The Ohio State University 1982 — 1985
Master of Science, Applied Mathematics
Joanna Muir, CGA's Bank of Montreal Experience 1991 - 1998
Job Senior Internal Auditor at Vancouver Coastal Health
Industry Financial Services
Experience
Vancouver Coastal Health 2013 - Present
VCHA January 2011 - Present
PHSA 2003 - 2009
Air Canada 2000 - 2003
Canadian Airlines 1998 - 2000
Bank of Montreal 1991 - 1998
Skills
Six Sigma Green Belt, Lean Healthcare Green..., Lean Healthcare Black..., Business Analysis, Business Planning, Business Process..., Process Improvement, Financial Analysis, Change Management, Business Process, Forecasting, Strategic Planning, Budgets, Leadership, Project Management, Team Leadership, Management Consulting, Business Strategy
Education
Certified General Accountants 1994 — 2001
CGA, Accounting
The University of British Columbia 1987 — 1991
BA
Vancouver Coastal Health 2013 - Present
VCHA January 2011 - Present
PHSA 2003 - 2009
Air Canada 2000 - 2003
Canadian Airlines 1998 - 2000
Bank of Montreal 1991 - 1998
Skills
Six Sigma Green Belt, Lean Healthcare Green..., Lean Healthcare Black..., Business Analysis, Business Planning, Business Process..., Process Improvement, Financial Analysis, Change Management, Business Process, Forecasting, Strategic Planning, Budgets, Leadership, Project Management, Team Leadership, Management Consulting, Business Strategy
Education
Certified General Accountants 1994 — 2001
CGA, Accounting
The University of British Columbia 1987 — 1991
BA
James Zhang-Yao Cheng's Bank of Montreal Experience September 2010 - December 2010
Job CoFounder, Software Lead at Ball Labs
Industry Computer Software
Experience
Pivotal Labs November 2014 - Present
Ball Labs May 2014 - August 2014
Tennis Ball Collecting Robot, Systems Design Engineering Fourth Year Design Project September 2013 - April 2014
PalGrid May 2012 - August 2012
LyricFind Inc. January 2012 - April 2012
Research In Motion May 2011 - September 2011
Bank of Montreal September 2010 - December 2010
Agriculture and Agri-Food Canada January 2010 - April 2010
Skills
Java, Android Development, Arduino, Robotics, C++, Matlab
Education
University of Waterloo 2009 — 2014
Bachelor of Applied Science, Systems Design Engineering
Technische Universität Carolo-Wilhelmina zu Braunschweig / TU Braunschweig 2012 — 2013
Maschinenbau
Stephen Leacock CI
Pivotal Labs November 2014 - Present
Ball Labs May 2014 - August 2014
Tennis Ball Collecting Robot, Systems Design Engineering Fourth Year Design Project September 2013 - April 2014
PalGrid May 2012 - August 2012
LyricFind Inc. January 2012 - April 2012
Research In Motion May 2011 - September 2011
Bank of Montreal September 2010 - December 2010
Agriculture and Agri-Food Canada January 2010 - April 2010
Skills
Java, Android Development, Arduino, Robotics, C++, Matlab
Education
University of Waterloo 2009 — 2014
Bachelor of Applied Science, Systems Design Engineering
Technische Universität Carolo-Wilhelmina zu Braunschweig / TU Braunschweig 2012 — 2013
Maschinenbau
Stephen Leacock CI
Eric Fried's Bank of Montreal Experience 1995 - 1997
Job FDIC Risk Mgmt and SupervisionComplex Financial Institutions
Industry Financial Services
Experience
FDIC Office of Complex Financial Institutions 2011 - Present
FDIC 2010 - 2011
Equity Aquisition and Management 1998 - 2010
Bank of Montreal 1995 - 1997
Skills
Capital Markets, Risk Management, Derivatives, Finance, Corporate Law, Real Estate, Management, Trading, Regulatory Affairs, Institutional Sales, Strategic Planning, Compliance, Banking, Fixed Income, Financial Analysis, Financial Risk, Loans, Credit, Portfolio Management, Asset Management, Investments, Valuation, Securities
Education
The George Washington University Law School
Juris Doctor, Law
The George Washington University
BBA, Finance
FDIC Office of Complex Financial Institutions 2011 - Present
FDIC 2010 - 2011
Equity Aquisition and Management 1998 - 2010
Bank of Montreal 1995 - 1997
Skills
Capital Markets, Risk Management, Derivatives, Finance, Corporate Law, Real Estate, Management, Trading, Regulatory Affairs, Institutional Sales, Strategic Planning, Compliance, Banking, Fixed Income, Financial Analysis, Financial Risk, Loans, Credit, Portfolio Management, Asset Management, Investments, Valuation, Securities
Education
The George Washington University Law School
Juris Doctor, Law
The George Washington University
BBA, Finance
Karen Sera's Bank of Montreal Experience June 1997 - January 2000
Job Senior Manager RFS Strategies at ATB Financial
Industry Banking
Experience
ATB Financial November 2014 - Present
ATB Financial April 2011 - Present
TELUS Communications January 2000 - February 2003
Bank of Montreal June 1997 - January 2000
Skills
Leadership, Retail Banking, Change Management, Employee Engagement, Banking, CRM, Credit, Portfolio Management, Recruiting, Sales, Consumer Lending, Management, Training, Performance Management, Financial Services, Customer Satisfaction, Negotiation, Customer Service, Coaching, Relationship Management
Education
The University of Lethbridge 2004 — 2007
BSC, Biology, Urban Regional Studies
University of Alberta 2003 — 2006
HR Certificate, Human Resources
ATB Financial November 2014 - Present
ATB Financial April 2011 - Present
TELUS Communications January 2000 - February 2003
Bank of Montreal June 1997 - January 2000
Skills
Leadership, Retail Banking, Change Management, Employee Engagement, Banking, CRM, Credit, Portfolio Management, Recruiting, Sales, Consumer Lending, Management, Training, Performance Management, Financial Services, Customer Satisfaction, Negotiation, Customer Service, Coaching, Relationship Management
Education
The University of Lethbridge 2004 — 2007
BSC, Biology, Urban Regional Studies
University of Alberta 2003 — 2006
HR Certificate, Human Resources
Ilia Sivak, MBA, ACCA, CPA, CGA,'s Bank of Montreal Experience 2010 - 2012
Job
Industry Banking
Experience
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
RBC December 2013 - Present
TD Bank 2012 - 2013
Bank of Montreal 2010 - 2012
Financial Consultant 2008 - 2010
Citibank 2004 - 2007
Sun Life Financial 2002 - 2003
Merrill Lynch Canada/CIBC Wood Gundy 2001 - 2002
Bank of Nova Scotia 1998 - 2001
Skills
Balanced Scorecard, Performance Measurement, Performance Management, Performance Metrics, KPI Dashboards, Process Improvement, Financial Modeling, Financial Analysis, Visual Basic, Risk Management, Financial Reporting, Capital Markets, Accounting, Internal Controls, Forecasting, Financial Accounting, Analysis, Variance Analysis, Banking, Strategic Planning, Budgets, IFRS, Finance, Portfolio Management, Financial Risk, Loans, Credit, Account Reconciliation, Strategic Financial..., Financial Audits, Managerial Finance, Internal Audit, Financial Services, US GAAP, Financial Planning, Financial Management, Corporate Finance, Essbase, Budgeting, MIS, FX, Expenses, PeopleSoft, Excel
Education
ACCA 2009 — 2010
ACCA
York University - Schulich School of Business 2002 — 2004
MBA
CGA Canada 1998 — 2001
CGA
The Hebrew University 1994 — 1997
BA
Liza Lin's Bank of Montreal Experience August 2011 - February 2013
Job Sr. Performance Test Consultant at OLG
Industry Gambling & Casinos
Experience
OLG February 2013 - Present
Bank of Montreal August 2011 - February 2013
OLG January 2007 - August 2011
Franklin Templeton Investments March 2006 - January 2007
Parlay Entertainment April 2005 - March 2006
Skills
Performance Testing, Test Automation, QTP, LoadRunner, Quality Center, Test Planning, Quality Assurance, Test Strategy, Test Director, SQL, Test Management, VBScript, Java, SQL Server, XML, QC, SDLC, System Testing, Unix, Test Cases, SOAP, Load Testing, C, C++, PL/SQL, Stress Testing, UML, Web Services, SoapUI, Wily Introscope, Performance Center, DB2, Microsoft SQL Server, HP Quality Center, HP QTP
Education
Sun Yat-Sen University 1985 — 1989
B.S., Mathmatics Specializing in Computer Science
OLG February 2013 - Present
Bank of Montreal August 2011 - February 2013
OLG January 2007 - August 2011
Franklin Templeton Investments March 2006 - January 2007
Parlay Entertainment April 2005 - March 2006
Skills
Performance Testing, Test Automation, QTP, LoadRunner, Quality Center, Test Planning, Quality Assurance, Test Strategy, Test Director, SQL, Test Management, VBScript, Java, SQL Server, XML, QC, SDLC, System Testing, Unix, Test Cases, SOAP, Load Testing, C, C++, PL/SQL, Stress Testing, UML, Web Services, SoapUI, Wily Introscope, Performance Center, DB2, Microsoft SQL Server, HP Quality Center, HP QTP
Education
Sun Yat-Sen University 1985 — 1989
B.S., Mathmatics Specializing in Computer Science
Horace Ho's Bank of Montreal Experience September 2004 - November 2004
Job Sr J2EE Developer/ BPM Consultant at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group July 2015 - Present
Ontario Ministry of Education September 2011 - March 2015
Citi June 2010 - June 2011
CI Investments Inc. June 2005 - June 2010
Rogers Communications November 2004 - May 2005
Bank of Montreal September 2004 - November 2004
Triversity Canada Inc. March 2004 - August 2004
Skills
Spring Framework, JDBC, Hibernate, JSF, Java Enterprise Edition, JavaScript, jQuery, Core Java, iBatis, SOA, Oracle, WebSphere Application..., Spring, Websphere, EJB, Weblogic, Web Services, WebSphere
Education
Victoria University 1997 — 1998
Master’s Degree, Computer Science
Victoria University 1994 — 1996
Bachelor’s Degree, Computer Science (Honor)
The Hong Kong Polytechnic University
Higher Certification in Software Engineering
BMO Financial Group July 2015 - Present
Ontario Ministry of Education September 2011 - March 2015
Citi June 2010 - June 2011
CI Investments Inc. June 2005 - June 2010
Rogers Communications November 2004 - May 2005
Bank of Montreal September 2004 - November 2004
Triversity Canada Inc. March 2004 - August 2004
Skills
Spring Framework, JDBC, Hibernate, JSF, Java Enterprise Edition, JavaScript, jQuery, Core Java, iBatis, SOA, Oracle, WebSphere Application..., Spring, Websphere, EJB, Weblogic, Web Services, WebSphere
Education
Victoria University 1997 — 1998
Master’s Degree, Computer Science
Victoria University 1994 — 1996
Bachelor’s Degree, Computer Science (Honor)
The Hong Kong Polytechnic University
Higher Certification in Software Engineering
kathrina bay's Bank of Montreal Experience 2002 - 2004
Job Retail Manager
Industry Retail
Experience
Aeropostale May 2015 - Present
Zara September 2004 - August 2014
Bank of Montreal 2002 - 2004
Suzy Shier Limited 1997 - 2003
Skills
Inventory Management, Merchandising, Store Management, Visual Merchandising, Retail Sales, Retail, Team Building, Fashion, Customer Service, Sales, Store Operations, Apparel, Loss Prevention, New Store Openings
Education
Blanche Macdonald
Fashion Merchandising
The University of British Columbia
Bachelor of Arts (BA)
Aeropostale May 2015 - Present
Zara September 2004 - August 2014
Bank of Montreal 2002 - 2004
Suzy Shier Limited 1997 - 2003
Skills
Inventory Management, Merchandising, Store Management, Visual Merchandising, Retail Sales, Retail, Team Building, Fashion, Customer Service, Sales, Store Operations, Apparel, Loss Prevention, New Store Openings
Education
Blanche Macdonald
Fashion Merchandising
The University of British Columbia
Bachelor of Arts (BA)
Tai Wai Moyung's Bank of Montreal Experience February 2011 - Present
Job A accomplished strategic leader with extensive managerial experience in bank liquidity management and treasury functions
Industry Banking
Experience
Bank of Montreal February 2011 - Present
CIBC 2007 - 2010
CIBC 2001 - 2007
Skills
Banking, Risk Management, Treasury Management, Liquidity Risk, Enterprise Risk..., Business Strategy, Regulatory Reporting, Risk Assessment, Coaching, Transfer Pricing, Technology..., Policy, Thought Leadership, Project Implementation, Basel III, Strategy, Liquidity Management, Analysis, Management, Financial Risk
Education
The University of British Columbia
M.B.A., Finance
Western University
B.A. (Hons.), Economics
Bank of Montreal February 2011 - Present
CIBC 2007 - 2010
CIBC 2001 - 2007
Skills
Banking, Risk Management, Treasury Management, Liquidity Risk, Enterprise Risk..., Business Strategy, Regulatory Reporting, Risk Assessment, Coaching, Transfer Pricing, Technology..., Policy, Thought Leadership, Project Implementation, Basel III, Strategy, Liquidity Management, Analysis, Management, Financial Risk
Education
The University of British Columbia
M.B.A., Finance
Western University
B.A. (Hons.), Economics
Patricia Cruickshank's Bank of Montreal Experience April 1976 - April 2008
Job Independent Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Uxbridge Natural Healing Centre April 2010 - Present
Bank of Montreal April 1976 - April 2008
Education
The University of Winnipeg 1970 — 1973
psychology
Gordon Bell High School, Winnipeg, Manitoba 1965 — 1970
Uxbridge Natural Healing Centre April 2010 - Present
Bank of Montreal April 1976 - April 2008
Education
The University of Winnipeg 1970 — 1973
psychology
Gordon Bell High School, Winnipeg, Manitoba 1965 — 1970
caren galindo mcbain's Bank of Montreal Experience August 2000 - July 2011
Job Branch Manager at RBC
Industry Banking
Experience
RBC November 2010 - Present
Bank of Montreal August 2000 - July 2011
Education
St. Lawrence College 1999 — 2002
Business Management
RBC November 2010 - Present
Bank of Montreal August 2000 - July 2011
Education
St. Lawrence College 1999 — 2002
Business Management
Derrick Fung's Bank of Montreal Experience June 2007 - June 2010
Job Customer service and sales professional
Industry Financial Services
Experience
Insurance Corporation of British Columbia January 2011 - Present
North Shore Credit Union September 2010 - January 2011
Bank of Montreal June 2007 - June 2010
Education
The University of British Columbia 2004 — 2010
BA, Economics
Insurance Corporation of British Columbia January 2011 - Present
North Shore Credit Union September 2010 - January 2011
Bank of Montreal June 2007 - June 2010
Education
The University of British Columbia 2004 — 2010
BA, Economics
Greg Vezina's Bank of Montreal Experience 1986 - 1990
Job Corporate Finance & Commercial Real Estate Finance Specialist
Industry Financial Services
Experience
Edgemark Capital Ltd. April 1999 - Present
Arcturus Realty 1995 - November 2011
BDC June 1997 - March 1999
Edgemark Capital Group Inc. 1995 - 1997
Edgecombe Group Inc. 1993 - 1995
Internet Financial Corporation 1991 - 1993
First City Trust 1990 - 1991
Bank of Montreal 1986 - 1990
First City Trust 1985 - 1986
First City Trust 1984 - 1985
Skills
corporate finance, management consulting, contract negotiation, Investments, Financial Modeling, Finance, Portfolio Management, Strategy, Private Equity, Real Estate, Real Estate Development, Commercial Real Estate, Management, Strategic Planning, Loans
Education
The University of British Columbia 1990 — 1991
Urban Land Economics, Real Estate Finance
The University of British Columbia 1982 — 1984
M.B.A., Finance & Information Systems
The University of British Columbia 1976 — 1980
B.ApSc, Electrical Engineering specializing in software and control systems
Edgemark Capital Ltd. April 1999 - Present
Arcturus Realty 1995 - November 2011
BDC June 1997 - March 1999
Edgemark Capital Group Inc. 1995 - 1997
Edgecombe Group Inc. 1993 - 1995
Internet Financial Corporation 1991 - 1993
First City Trust 1990 - 1991
Bank of Montreal 1986 - 1990
First City Trust 1985 - 1986
First City Trust 1984 - 1985
Skills
corporate finance, management consulting, contract negotiation, Investments, Financial Modeling, Finance, Portfolio Management, Strategy, Private Equity, Real Estate, Real Estate Development, Commercial Real Estate, Management, Strategic Planning, Loans
Education
The University of British Columbia 1990 — 1991
Urban Land Economics, Real Estate Finance
The University of British Columbia 1982 — 1984
M.B.A., Finance & Information Systems
The University of British Columbia 1976 — 1980
B.ApSc, Electrical Engineering specializing in software and control systems
Michael Ngit Kong Leong's Bank of Montreal Experience January 2003 - September 2006
Job Director Commercial Underwriting
Industry Banking
Experience
Infrastructure Ontario August 2014 - Present
CIBC August 2012 - August 2014
CIBC October 2006 - July 2012
Bank of Montreal January 2003 - September 2006
Bank of Montreal January 2002 - January 2003
OCBC Bank May 1999 - August 2001
Malayan Banking Berhad ( formerly Pacific Bank Berhad) June 1995 - December 1999
Chase Manhattan NA January 1993 - December 1994
Skills
Credit analysis, Credit risk assessment, Internal audit, Debt restru, Enterprise Risk..., Management of special..., Trading credit risk..., Credit
Education
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Dunearn Pre-University Singapore 1986 — 1988
GCE A-Levels Singapore, Cambridge General Certificate of Education
Anglo-Chinese School Singapore 1982 — 1985
GCE O-Levels, Cambridge General Certificate of Education
Infrastructure Ontario August 2014 - Present
CIBC August 2012 - August 2014
CIBC October 2006 - July 2012
Bank of Montreal January 2003 - September 2006
Bank of Montreal January 2002 - January 2003
OCBC Bank May 1999 - August 2001
Malayan Banking Berhad ( formerly Pacific Bank Berhad) June 1995 - December 1999
Chase Manhattan NA January 1993 - December 1994
Skills
Credit analysis, Credit risk assessment, Internal audit, Debt restru, Enterprise Risk..., Management of special..., Trading credit risk..., Credit
Education
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Dunearn Pre-University Singapore 1986 — 1988
GCE A-Levels Singapore, Cambridge General Certificate of Education
Anglo-Chinese School Singapore 1982 — 1985
GCE O-Levels, Cambridge General Certificate of Education
Ken Schott's Bank of Montreal Experience July 1997 - August 1998
Job Chief Financial Officer at Arena Energy
Industry Oil & Energy
Experience
Northstar Offshore Group, LLC November 2014 - Present
Arena Energy January 2011 - January 2014
Intrepid Properties January 2009 - December 2010
El Paso Corporation 2000 - 2008
Bank of Montreal July 1997 - August 1998
Credit Lyonnais September 1994 - July 1997
NationsBank, Texas February 1992 - August 1994
Skills
Accounting, Banking, Budget, Business Development, Valuation, Financial Modeling, Financial Analysis, Finance
Education
The University of Texas at Austin 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Texas A&M University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Northstar Offshore Group, LLC November 2014 - Present
Arena Energy January 2011 - January 2014
Intrepid Properties January 2009 - December 2010
El Paso Corporation 2000 - 2008
Bank of Montreal July 1997 - August 1998
Credit Lyonnais September 1994 - July 1997
NationsBank, Texas February 1992 - August 1994
Skills
Accounting, Banking, Budget, Business Development, Valuation, Financial Modeling, Financial Analysis, Finance
Education
The University of Texas at Austin 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Texas A&M University 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Patricia Cruickshank's Bank of Montreal Experience December 2005 - October 2006
Job
Industry Banking
Experience
'Self-Employed' May 2010 - Present
Bank of Montreal December 2005 - October 2006
Bank of Montreal June 2002 - December 2005
Bank of Montreal April 2000 - June 2002
Bank of Montreal June 1990 - April 2000
Bank of Montreal April 1987 - June 1990
Skills
AML, SOX Compliancy, Basel III, Operational Risk..., Internal Audit, Securities, Canadian Securities..., Operational Risk, Auditing, Banking, Management, Risk Assessment, Governance, Risk Management, Internal Controls, Enterprise Risk..., Portfolio Management, External Audit, Anti Money Laundering, Customer Service, Change Management
Education
The University of Winnipeg 1970 — 1974
Psychology
Gordon Bell
'Self-Employed' May 2010 - Present
Bank of Montreal December 2005 - October 2006
Bank of Montreal June 2002 - December 2005
Bank of Montreal April 2000 - June 2002
Bank of Montreal June 1990 - April 2000
Bank of Montreal April 1987 - June 1990
Skills
AML, SOX Compliancy, Basel III, Operational Risk..., Internal Audit, Securities, Canadian Securities..., Operational Risk, Auditing, Banking, Management, Risk Assessment, Governance, Risk Management, Internal Controls, Enterprise Risk..., Portfolio Management, External Audit, Anti Money Laundering, Customer Service, Change Management
Education
The University of Winnipeg 1970 — 1974
Psychology
Gordon Bell
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