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
BMO Financial Group November 2013 - Present
Bank of Montreal June 2011 - October 2013
Bank of Montreal January 2006 - June 2011
CIBC 1994 - 2005
Cariboo-Chilcotin School District January 1995 - January 1997
Eddie Bauer October 1990 - December 1993
Government of Canada 1989 - 1991
Ayn Rand Institute January 1989 - January 1990
Skills
Credit, Mortgage Lending, Real Estate, Management, Banking, Risk Management, Credit Risk, Credit Analysis, Leadership, Commercial Lending, Relationship Management, Finance, Financial Risk, Commercial Banking
Education
University of Alberta 1987 — 1991
B.Sc., Physics, Psychology, French, German, Japanese
American Express June 2014 - Present
Bank of Montreal, PCG Marketing & Client Strategy November 2012 - June 2014
Bank of Montreal - Investment Funds Group April 2011 - November 2012
Bank of Montreal May 2007 - April 2011
Skills
Digital Marketing, Customer Service, Social Media Marketing, Marketing, Time Management, Marketing Strategy, Marketing Communications, Digital Strategy, Email Marketing, Project Planning, Social Media, CRM, Social Networking, Advertising, Aquisition, Client Aquisition, Marketing Analytics
Education
University of Toronto 2013 — 2013
Digital Marketing Management
CSI Global Education 2012 — 2012
Canadian Securities Course
University of Guelph 2006 — 2010
Bachelor of Commerce, Marketing Management
WestJet May 2011 - Present
Bank of Montreal October 1983 - January 2010
Skills
Customer Satisfaction, Travel Management, Team Leadership, Leadership, Coaching, Operations Management, Loyalty Programs, Employee Training, Teamwork, Time Management, Customer Experience, Customer Retention, Sales Management, Budgets, Customer Service, Aviation, Banking, Sales, Management, Team Building, Airlines, Performance Management
Education
The University of Calgary
Business management program
RBC August 2012 - Present
Bank of Montreal September 2011 - August 2012
Core-Mark International July 2009 - September 2011
PBS Systems Inc. January 2009 - July 2009
Chrysler Financial September 2007 - January 2009
DaimlerChrysler 2005 - 2007
Marriott International 2004 - 2005
TransCanada April 2003 - October 2003
Skills
Credit, Retail, Relationship Management, Call Center, Financial Analysis, Financial Statement..., Finance, Forecasting, Risk Management, Financial Modeling, Credit Analysis, Process Improvement, Banking, Portfolio Management, Training, Auditing, Team Building, Management, Team Leadership
Education
University of Calgary 2002 — 2004
BComm, Marketing
University of Calgary 1998 — 2002
BA, Communication and Culture
Craigburn Capital December 2002 - Present
Bank of Montreal January 2010 - January 2011
Inteletravel.com April 2008 - September 2009
Vemma 1996 - November 2008
Terra Consultants February 2002 - September 2006
Nova Scotia Power January 1995 - February 2002
Sears Canada August 1992 - December 1994
Skills
Entrepreneur, Customer Service, Finance, Marketing, Business Development, Thoughtful and..., Entrepreneurship, Business Strategy, Sales, CRM, Business Planning, Business Analysis, Analysis, Negotiation, Real Estate, Loans, Start-ups, Strategic Partnerships, Management Consulting, Strategy, Training, Mortgage Lending, Small Business, Fundraising, Consulting, Investments, Selling, Leadership, Commercial Mortgages, Residential Mortgages
Education
Université Laval 1988 — 1992
Certificate en FLS
Investors Group Financial Services Inc. 1994 - Present
Investors Group 1994 - 2010
Bank Of Montreal 1985 - 1994
Skills
Financial Planning, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Portfolio Management, Retirement Income..., Financial Planners, Retirement, Investments, Disability Insurance, Investment Strategies, Strategic Financial..., Mutual Funds, Investment Advisory, Finance, Wealth Management, Wealth, Retirement Savings, Financial Advisory, Critical Illness, Segregated Funds, Holistic Financial..., Small Business, Financial Services, Income Protection, Asset Management, Certified Financial..., Fixed Annuities, Long-term Care, Pensions, Savings, Trusts, Wealth Accumulation, High Net Worth..., Personal Finance, Inheritance Tax Planning, Retirement Plan...
Education
Wilfrid Laurier University 1998 — 2000
Diploma, Financial Planning
University of Guelph 1982 — 1985
Bachelor's Degree, Agricultural Business
University of Guelph 1977 — 1979
Diploma, Agriculture
St. John's Cathedral Boys School, Manatoba 1971 — 1973
High School
TRÉSORISQUES TREASURISKS www.tresorisques.com www.treasurisks.com September 2015 - Present
Desjardins Capital Markets February 2010 - June 2014
Bank of Montreal 1997 - 2008
Credit Lyonnais Canada 1990 - 1997
Ministry of Finance of Québec 1986 - 1990
Skills
Strategy, Capital Markets, Foreign Exchange, Derivatives, Business Development, Fixed Income, Equities, Financial Markets, Portfolio Management, Investments, Enterprise Risk..., Corporate Development, Board Certified, Bloomberg, Finance, Risk Management, Trading, Financial Analysis, Financial Modeling, Management
Education
Université Laval / Laval University
Master of Business Administration (MBA), Finance
Université Laval / Laval University
Collège des administrateurs de Sociétés (ASC), Administrateur de sociétés certifié (ASC)
Université Laval / Laval University
Bachelor's degree, Économie / Economics
BMO Nesbitt Burns May 2000 - Present
TD Canada Trust October 1997 - April 2000
Bank of Montreal September 1996 - October 1997
Skills
High Net Worth..., Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Investments, Weatlh Advisor, Wealth Accumulation, Retirement Savings, Portfolio Management, Financial Planners, Wealth, Strategy, Investment Management, Asset Allocation, Estate Planning, Wealth Management..., Financial Services, Finance, Insurance, Mutual Funds, Retirement, Financial Advisory, Asset Management, Equities, ETFs, Financial Planning, Securities, Strategic Planning, Management, Small Business, Public Speaking
Education
Canadian Securities Institutes 2003 — 2015
Fellow of the Canadian Securities Institute (FCSI)
Alberta Insurance Council 2002 — 2015
Life - Level II (Insurance License)
Canadian Securties Institutes 2001 — 2015
Financial Management Advisor (FMA) Designation
Financial Planners Standards Council (FPSC) 1999 — 2015
Certified Financial Planner (CFP) Designation
Russell's Investments 2012 — 2013
High Speed Strategic Planning Program
BMO Nesbitt Burns 2008 — 2008
Wealth Advisor Program
The institute of Canadian Bankers 1998 — 1998
Personal Financial Counselling Diploma
University of Alberta 1990 — 1995
Bachelor of Commerce, Accounting
Bank of Montreal March 2013 - Present
Bank of Montreal July 2011 - March 2013
Bank of Montreal September 2008 - July 2011
Bank of Montreal May 2006 - September 2008
Skills
Financial Services, Banking, Consumer Lending, Leadership Development, Residential Mortgages, Mortgage Lending, Account Management, Customer Service, Credit, Team Leadership, Mutual Funds, Business Strategy, Home Equity Lines of..., Business Analysis, Retail Banking
Education
University of Guelph 2003 — 2007
Bachelor of Science, Biological Sciences
Alberta Federation of Labour June 2014 - March 2015
Bank of Montreal January 2010 - October 2011
Vega Asset Managment March 2005 - April 2008
Butterfield Bank December 2003 - March 2005
Butterfield Bank January 2002 - December 2003
Butterfield Bank February 2001 - January 2002
Butterfield Bank January 2000 - February 2001
Butterfield Bank October 1999 - January 2000
Skills
Banking, Compliance, Risk Management, Anti Money Laundering, Staff Supervision, Manage Client..., Responsiveness, New Business..., Credit Scoring, Public Speaking, Microsoft Office, Retail Banking, Credit, Commercial Banking
Education
Cayman Islands Law School 2002 — 2008
LLB (Hons)
University of Alberta 1991 — 1998
BA, History
Bank of America June 2014 - Present
DuPont June 2013 - May 2014
University of Delaware August 2012 - May 2013
Orient Futures June 2012 - July 2012
Bank of Montreal May 2012 - July 2012
University of Missouri January 2011 - May 2011
Skills
R, SAS Certified Advanced..., SAS programming, SAS SQL, SAS Base, SAS Macros, SAS GRAPH, SAS STAT, SAS ODS, Microsoft Excel, PowerPoint, Microsoft Access, JMP, Experimental Design, Statistical Modeling, Credit Risk, SAS, Linear Regression, Data Analysis, SAS Programming, Matlab, Statistics, Access
Education
University of Delaware 2012 — 2014
Master of Science (M.S.), Statistics, 3.97/4.00
University of Missouri-Columbia 2010 — 2012
Bachelor's degree of Science, Chemical Engineering, 3.9/4.0
Technomedia April 2012 - Present
Desjardins Sécurité financière January 2010 - April 2012
Desjardins Sécurité financière December 2008 - December 2011
BMO Banque de Montréal June 2008 - December 2008
Bank of Montreal June 2005 - June 2008
Bank of Montreal 2002 - June 2005
Bank of Montreal 1999 - 2002
Skills
Business Analysis, Program Management, Instructional Design, Management, Banking, Performance Management, Change Management, Coaching, E-learning & E-business, Adult training in work..., Program development and..., Customer service and..., Financial services, Employee coaching,..., Service level management, Communication, Problem resolution, Writing, proof-reading..., Self-starter, Creative and resourceful, Quick learner, Can work independently..., Curious,..., Marketing, Project Delivery, Project Management, Web Project Management, Web Analytics, Web Content, Web Applications
Education
Université Laval 2015 — 2016
Graduate Certificate, Marketing & Communication through new media, In progress
Université Laval 2005 — 2008
MBA, E-Business
Université de Montréal - HEC Montréal 2000 — 2003
Graduate Certificate, Management
Université Laval 1996 — 2000
Bachelor's Degree, Psychology
BMO - Harris Bank NA January 2010 - Present
Citicorp Diners Club May 2005 - December 2009
Bank of Montreal July 2001 - April 2005
American Express January 1987 - June 2001
Skills
Payments, Business Strategy, Vendor Management, Product Management
Education
University of Cincinnati
Accounting
University of Phoenix
Bachelor of Science (BS), Business Management
University of San Diego
Leadership Development Program
Process Design Consultants Inc 1998 - Present
Thales 2008 - 2013
Bank of Montreal 1996 - 2000
Skills
Strategic Planning, Leadership Development, Teaching, Coaching, Staff Development, Team Building, Executive Coaching, Organizational..., Management Consulting, Business Strategy, Curriculum Design, Healthcare, Construction, Higher Education, E-learning, Change Management, Program Management, Leadership, Training, Team Leadership, Workshop Facilitation, Management, Performance Management, Strategy, Policy, Process Improvement, Consulting, Public Speaking, Project Management, Talent Management, Employee Engagement, Organizational..., E-Learning
Education
University of Alberta 1977 — 1982
Master of Business Administration (MBA), Finance, General
University of Saskatchewan 1962 — 1966
Bachelor of Science in Engineering, Mechanical Engineering
University of Toronto,
Instructor, Management and Leadership Education
ArborOne Agriculture Credit Agency August 2013 - Present
Bank of Montreal 2009 - 2012
Bank of Montreal January 2006 - August 2009
Business Development Bank of Canada December 1996 - July 2005
Barnett Banks Inc. (Florida)
Skills
Credit Analysis, Credit Risk, Commercial Banking, Managerial, Banking, Financial Risk, Portfolio Management, Financial Services, Underwriting, Loans
Education
University of Florida 1989 — 1991
Masters Business Administration, Finance, MBA
Alison Silcoff Events Inc. 1986 - Present
Bank of Montreal 1982 - 1986
Régine (Montreal) 1978 - 1982
Skills
Entertainment, Event Management, Catering, Decor, Interior Design, Nonprofits, Budgets, Corporate Events, Fundraising, Special Events..., Project management, Media relations, Project Management, Management, Event Planning, Photography, Marketing, Media Relations, Public Relations, Social Media, Marketing Communications
Education
University of Cambridge
MA, Mathematics and Law
Wells Fargo Advisors June 2012 - Present
Merrill Lynch 2011 - 2012
HSBC Canada 2008 - 2011
ATB Financial April 2005 - September 2008
Bank of Montreal 2001 - 2005
Skills
Investment Strategies, Retirement Planning, Retirement Income..., Finance, Investments, Retirement, Strategic Financial..., Wealth Management, Credit, Financial Services, Portfolio Management
Education
The University of Calgary 1996 — 2000
BA, Political Science
Bishop Grandin
KPMG 2013 - Present
Bank of Montreal 2010 - 2012
Bank of Montreal 2009 - 2009
Bank of Montreal 2007 - 2008
BMO 2005 - 2006
BMO 2001 - 2004
BMO 2000 - 2000
BMO 1997 - 1999
Bell 1994 - 1996
Skills
Retail Banking, Financial Services, Relationship Management, Marketing Strategy, Customer Insight, Marketing Communications, Banking, Market Research, Competitive Analysis, Strategic Analysis, Strategy, Change Management, Leadership, Direct Marketing, Integrated Marketing...
Education
York University
Master of Business Administration (MBA), Marketing
University of Guelph
Bachelor of Science (B.Sc.), Food Science with Business
BMO Nesbitt Burns February 2011 - Present
Bank of Montreal February 2008 - February 2011
BMO Investorline May 2005 - February 2008
Education
Université Laval 2000 — 2003
2003, Baccalauréat administration des affaires
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
TELUS April 2012 - Present
Fringe Theatre Adventures 1993 - 2014
TELUS November 2008 - March 2012
TELUS September 1989 - October 2008
TELUS 2005 - 2005
University of Alberta 1987 - 1989
Ontario Hydro 1987 - 1987
Ontario Hydro 1986 - 1986
Ontario Hydro 1986 - 1986
Bank of Montreal 1984 - 1985
Skills
Business Intelligence, Website Development, SQL Server, Windows, Coaching, Web Applications, Data Warehousing, DB2, ETL, Unix, Business Analysis, Databases, SQL, Data Analysis, Software Development, Application Development, Web Development, HTML, Informatica, Oracle
Education
Edmonton Hispanic Bilingual Association 1992 — 2010
Art Institute of Vancouver 2007 — 2008
WSET Level 3 Advanced Wine & Spirits Certification, Wine & Spirits
University of Alberta 1987 — 1991
University of Waterloo 1982 — 1987
B. Math, Computer Science
Richmond Hill High School 1978 — 1982
Kellogg Company February 2012 - Present
Bank of Montreal November 2008 - February 2012
Kraft Foods Group February 2007 - August 2008
TD Bank February 2001 - February 2007
Skills
Marketing Research, Market Research, Marketing Mix Modeling, Consumer Insight, Focus Groups, Segmentation, Customer Experience, Net Promoter Score, Idea Generation, Customer Satisfaction, Advertising Research, Sponsorship Research, AC Nielsen, Marketing Campaign..., Decision Trees, Continuous Tracking, Management, Cross-functional Team..., Media Planning, Digital Media, ROIs, Marketing Strategy, Competitive Analysis
Education
University of Calgary 1993 — 1998
B Sc Honours, Statistics
Mortgage Wise Financial 1989 - Present
Mortgage Wise Financial 1989 - Present
Mortgage Wise Financial 1989 - Present
Bank of Montreal 1977 - 1989
Skills
Credit
Education
University of Guelph 1972 — 1976
Honours BA, Psychology
C. W. Jefferys Secondary School 1969 — 1972
high school
American Express May 2008 - December 2009
Bank of Montreal 2007 - 2008
Metavante 2002 - 2005
Derivion 2000 - 2002
Freddie Mac 1998 - 1999
Federal Technologies 1994 - 1997
Skills
Vendor Management, SDLC, Project Management, Software Development, Program Management, Software Documentation, E-commerce
Education
University of Great Falls 1989 — 1993
Young Ones May 2014 - Present
Recovery Counselling Services September 2011 - Present
York University February 2010 - February 2014
Bank of Montreal June 2007 - March 2010
RBC Royal Bank 2006 - 2007
York University May 1999 - November 2006
Acadia University 1998 - 1999
Skills
Psychotherapy, Counseling Psychology, Substance Use Disorders, Internet Addiction, Gaming Addiction, Food Addiction, Problem Gambling, Hoarding, Program Development, Stress Management, Personal Development
Education
Yorkville University 2010 — 2011
MA, Counselling Psychology
University of Waterloo 1992 — 1994
MMath, Statistics
University of Calgary 1989 — 1992
BSc, Statistics
University of Calgary 1981 — 1985
BComm, Mgmt Info Syst
CIBC May 2013 - November 2014
HSBC Bank Canada 2010 - 2012
RBC 2007 - 2010
Aviva Canada 2004 - 2007
TD Bank Group 2001 - 2003
Bank of Montreal 1990 - 2001
Skills
Marketing Strategy, Market Research, Online Marketing, Advertising, CRM, Marketing..., Product Management, Direct Marketing, Client Experience, Retail Banking, Small Business Banking, Commercial Banking, Property and Casualty..., Wealth Management, Cash Management, Supplier Management, Budget Management, Cross-functional Team..., Collaborative, Program Management, Communication Skills, Delivering Results, Strategic Thinking, Customer Insight, Customer Experience, Financial Services, Small Business, Banking, Strategy, Business Strategy, Marketing Management, Relationship Management, Segmentation, Leadership, Strategic Planning, Business Development, Analytics, Budgets, B2B, Marketing
Education
York University - Schulich School of Business 1981 — 1983
MBA, Marketing
University of Guelph
Bachelor of Arts, Drama
BMO January 2013 - Present
Guelph-Humber Finance Society November 2012 - Present
Bank of Montreal November 2011 - Present
Payless ShoeSource July 2010 - September 2012
Skills
Customer Service, Merchandising, Retail, Inventory Management, Planning, Customer Relations, Staff Training, Cash Handling, Banking, Sales Operations, Project Planning, Cash Flow, Coordination, Microsoft Excel, PowerPoint, Time Management, Leadership, Customer Satisfaction, Sales, Analysis, Management, Data Entry
Education
Humber Institute of Technology and Advanced Learning 2009 — 2013
Diploma in Business Administration, Area of emphasis in Finance
University of Guelph 2009 — 2013
BBA, Finance and HR, 80
Aon Hewitt - BMO Recruitment Network (Canada) July 2005 - Present
Bank of Montreal July 2005 - Present
Pearce Group September 1985 - August 2004
Skills
Performance Management, Talent Management, Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Employee Engagement, Screening, RPO, Screening Resumes, Technical Recruiting, Interviews, Sourcing, Internet Recruiting, HRIS, Succession Planning, Human Resources, Contract Recruitment, Workforce Planning, Employee Relations, Management, Coaching, HR Policies, Executive Search
Education
University of Gloucestershire 2000 — 2002
Post Grad Diploma, Human Resource Management
Bank of Montreal August 2011 - Present
Commerzbank AG October 2009 - August 2011
Dresdner Kleinwort April 2004 - October 2009
Dresdner Kleinwort June 2001 - April 2004
Dresdner Kleinwort March 1999 - June 2001
JP Morgan July 1995 - March 1999
Skills
Capital Markets, Derivatives, Equities, Debt, Project Management, Investment Banking, Fixed Income, Equity Derivatives, Credit, Trading Systems, Back Office, Credit Risk, Credit Derivatives, Structured Products, Interest Rate..., Operational Risk..., Options, AML, CDS
Education
University of Kent 1991 — 1995
BSc (Hons) 1st Class, European Management Science (French)
Université Jean Moulin (Lyon III) 1993 — 1994
Maitrise Mention Bien, Administration des Entreprises et Societes
TD Bank November 2013 - Present
TD Bank October 2012 - October 2013
ING DIRECT USA January 2011 - October 2012
ING DIRECT USA January 2007 - December 2010
ING DIRECT USA April 2000 - December 2006
ING DIRECT Canada June 1998 - April 2000
ING DIRECT Canada May 1997 - May 1998
ING DIRECT Canada November 1996 - April 1997
Bank of Montreal May 1995 - October 1996
Skills
Strategic Planning &..., Business Line / P&L..., Digital Marketing..., Customer Retention..., Customer Contact and..., Performance Management..., Superior Executive..., Lean Sigma, Six Sigma Executive..., Call Center, Business Analysis, Business Strategy, Business Management, Change Management, Strategy Development, Process Improvement, Digital Marketing, Customer Experience, Performance Management, Customer Relations, Analytics, Team Management, Cross-functional Team..., Talent Management, Start-ups, Analysis, Product Development, Business Planning, Strategy, Customer Service, Management, Strategic Planning, Banking, Business Process, Call Centers, Financial Analysis, Forecasting, Leadership, Marketing, Mergers & Acquisitions, P&L Management, Product Management, Product Marketing, Project Planning, Risk Management, SDLC, Sales, Six Sigma, Team Leadership, Vendor Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certification - Integrating Strategy and Finance for Value Creation, Strategy and Finance
University of Delaware 2008 — 2008
Certification - Managerial and Organizational Dynamics
The University of Western Ontario 2002 — 2002
Ivey School of Business - Advanced Management Program
University of Alberta 1989 — 1994
BSc, Chemistry
Bank of Montreal May 2007 - Present
Skills
Debt Consolidation, Mortgage Lending, Home Equity, Construction Loans, Loans, Commercial Mortgages, Credit, Lines Of Credit, Banking, Second Mortgages, Home Equity Lines of..., Refinance, Residential Mortgages, Home Equity Loans, First Time Home Buyers, Certified Mortgage..., Loan Origination, Investment Properties, Retail Banking, Rates, Credit Analysis, Mortgage Banking, Commercial Banking, Consumer Lending, Mortgage Marketing, Building Relationships
Education
University of Alberta 2002 — 2006
Economics
Bank of Montreal August 2009 - Present
TD Bank April 2009 - August 2009
eMeddy January 2009 - March 2009
BMO June 2005 - December 2008
American Express September 2003 - May 2005
Transamerica Life August 2001 - July 2003
American Express December 1999 - July 2001
SOLCORP – Insurance Software Solutions Corp. (HP/EDS company) October 1997 - October 1999
Skills
PMP, Six Sigma, Project Management, Business Analysis, Management, SDLC, Team Leadership, Leadership, PMO, Vendor Management, Project Portfolio..., Business Process, Risk Management, Requirements Analysis, Security, Integration, Process Improvement, Quality Assurance, ITIL, Business Process..., IT Strategy, Program Management, Business Requirements, User Acceptance Testing, Project Delivery, Solution Architecture, Software Project..., MS Project, Visio, Resource Management, Requirements Gathering
Education
University of California, Berkeley
Applied Math
CI Investments Inc. April 2012 - Present
CI Investments Inc. June 2010 - April 2012
Royal Bank of Canada Dominion Securities May 2009 - August 2009
Bank of Montreal April 2007 - September 2008
Education
University of Toronto - Rotman School of Management 2014 — 2017
Master of Business Administration (MBA)
The University of Western Ontario 2006 — 2010
BMOS, Specialization in Finance
University College Cork
lorne park
lorne park
st mark
Bank of Montreal March 2013 - Present
BMO June 2011 - February 2013
ICICI Bank Canada May 2010 - May 2011
Scotiabank October 2009 - April 2010
Indian Overseas Bank August 2006 - September 2009
INDIAN OVERSEAS BANK January 2002 - July 2006
Skills
Banking, Cross Selling, Finance, Customer Service, Retail Banking, Commercial Banking, Credit, Credit Risk, Sales, Credit Analysis, Relationship Management, Financial Services, Credit Cards, Portfolio Management, Risk Management, Trade Finance, Financial Analysis, AML, Business Analysis, Mortgage Lending
Education
ACCES 2009 — 2009
Canadian Securities Institute 2009 — 2009
Investment Funds in Canada, CSC Securities / Banking
University of Allahabad 1977 — 1981
Bachelor of Arts, Economics
TD June 2015 - Present
Hong Kong Canada Business Association, Edmonton Chapter January 2010 - Present
TD December 2014 - June 2015
Scotiabank February 2013 - December 2014
Scotiabank November 2012 - December 2014
Scotiabank Group January 2010 - February 2013
Scotiabank October 2011 - November 2012
Scotiabank January 2008 - November 2012
Bank of Montreal September 2004 - January 2008
Skills
Coaching, Investments, Financial Analysis, Banking, Mutual Funds, Retirement Planning, Financial Advisory, Financial Planning, Finance, Financial Services, Portfolio Management, Retail Banking, Strategic Financial..., Wealth Management
Education
Canadian Securities Institute
CSC, PFP, BCO, CIM
University of Alberta
BA, ECONOMICS
St. Joseph's AC, Hong Kong
Harris Farms August 2013 - Present
LDS Employment Resource Services December 2012 - July 2013
Metro Cable Inc March 2005 - August 2010
Consultant June 1998 - March 2005
Precision Concepts Inc September 1994 - June 1998
Computers Again September 1984 - August 1994
Dixie Shamrock Oil and Gas July 1980 - September 1984
MTA Engineering Ltd. April 1975 - July 1980
Bank of Montreal June 1970 - May 1975
Canadian Superior Energy September 1967 - June 1970
Skills
Building Relationships, Persuasion, Enterpriser, Negations, Interpersonal Skill, Organizational..., Sales Engineering, Execution Focus, Discipline, Empathy, Positivity, Presenter, Problem Solving, Blueprint, Technical Documents, Report Writing, Supervising Others, Tech-savvy, Computer-savvy, Integrity, Character, Technical Documentation, Supervisory Skills, Training, Sales, Process Scheduler, Inventory Management, Proposal Writing, Character Animation, Quality Assurance, Analysis, Team Leadership, Cross-functional Team..., Team Building, Customer Service, Microsoft Office, Public Speaking, Strategic Planning, Leadership, Pricing, Project Planning, Process Improvement
Education
University of Alberta 1961 — 1965
B.Sc. in Mechanical Engineering, Mechanical Engineering, A
University of Alberta 1961 — 1965
B.Sc. Mechanical Engineering, Mechanical Engineering
Dream Office REIT July 2014 - Present
ATB Financial March 2013 - April 2014
Barrick Energy Inc. June 2011 - March 2013
Bank of Montreal March 2009 - September 2011
Crowfoot Ford Sales Limited July 2007 - September 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Finance, Customer Service, JV Nexus, Business Strategy, Financial Accounting, Banking, Risk Management, Negotiation, Microsoft Office, Microsoft Word, Strategic Financial..., Credit, Corporate Finance, Business Planning
Education
The University of Calgary 2009 — 2013
Bcomm, Finance
iMortgage Solutions May 2012 - Present
Jencor Mortgage October 2010 - June 2012
TD Canada Trust February 2006 - September 2010
TD Canada Trust June 1999 - February 2006
Bank of Montreal October 1998 - June 1999
Skills
Refinance, Mortgage Lending, Residential Mortgages, Home Equity Lines of..., Debt Consolidation, First Time Home Buyers, Commercial Mortgages, Certified Mortgage..., Investment Properties, Home Equity, Credit, Loans, Construction Loans, Mortgage Underwriting, Lines Of Credit, Real Estate, Second Mortgages, Credit Analysis, Finance, Residential Homes, Mortgage Marketing, Sales, Real Estate Financing, Reverse Mortgages, Mortgage Banking, Investments, Mortgage Servicing, Home Equity Loans, Consumer Lending, Rates, Loan Origination, Retail Banking, Referrals, Credit Risk, Underwriting, Banking, Funding, Commercial Banking, Condos, Portfolio Management, Foreclosures, Commercial Lending, Real Estate Economics, Financial Advisory, Wealth Management, Strategic Financial..., Investors, Branch Management, Small Business Lending, Cross Selling
Education
University of Calgary 1986 — 1992
B.Sc., Applied Chemistry
Crescent Heights High School 1983 — 1986
Kellogg Company June 2014 - Present
Kimberly-Clark January 2011 - December 2013
Ryerson University June 2010 - August 2010
Bank of Montreal January 2008 - November 2009
SPEC Furniture June 2006 - November 2007
Lotek Wireless Inc. September 2003 - June 2006
Celestica 1999 - 2001
SciCan June 1997 - June 1999
Ascent 1996 - 1997
Skills
Strategy, Business Analysis, Leadership, Strategic Planning, Finance, Project Management, Management Consulting, Change Management, Process Improvement, Consulting, Training, Management Accounting, Relationship Management, Microsoft Excel, Financial Analysis, Financial Modeling, Analysis
Education
Wilfrid Laurier University 2005 — 2008
MBA, CMA, Accounting and Business Management
University of Belgrade
Bachelor's Degree, Mechanical Engineering
LMI Technologies January 2015 - Present
MineSense Technologies Ltd. October 2013 - December 2014
Smythe Ratcliffe LLP May 2010 - September 2013
Bank of Montreal August 2007 - March 2010
Kouri Berezan Heinrichs January 2009 - August 2009
Hay & Watson BC, Chartered Accountants January 2008 - August 2008
Skills
Financial Reporting, Tax, Forecasting, Financial Accounting, Accounting, Auditing, Assurance, ASPE, Financial Statements, Financial Statement..., Internal Controls, Microsoft Office, Microsoft Word, Microsoft Excel, Caseware, QuickBooks, Sage, Finance
Education
CA School of Business 2010 — 2012
Chartered Accountant
University of Alberta 2006 — 2010
BCom, Accounting
National Steel Car January 2015 - Present
Canadian Pacific Railway September 2012 - December 2014
Canadian Pacific Railway July 2011 - September 2012
Canadian Pacific Railway November 2009 - August 2011
Canadian Pacific Railway March 2008 - March 2010
Canadian Pacific Railway April 2006 - March 2008
Canadian Pacific Railway March 2004 - April 2006
Bank of Montreal March 2002 - March 2004
TELUS Communications April 2000 - March 2002
Skills
Transportation, Logistics, Business Analysis, Strategic Planning, Account Management, Team Leadership, Change Management, Analysis, Pricing, Contract Negotiation, Negotiation, Supply Chain Management, Customer Service, Sales, Supply Chain
Education
University of Calgary 1998 — 2001
BA, Economics
Teacher/Tutor April 2000 - Present
Dufferin/Peel Catholic District School Board September 2000 - August 2006
Harvard Learning Academy January 2001 - August 2004
Children's Aid Society September 2001 - June 2002
MetroActive Lifestyle Network June 1998 - June 2002
Angostura Limited September 1993 - June 2002
Bank of Montreal July 1998 - September 1998
Skills
Training, Advertising, Customer Service, Leadership, Entrepreneurship, Marketing, Editing, Teaching, Newsletters, Public Relations
Education
Humber College Institute of Technology and Advanced Learning 2003 — 2004
ECAS, Advanced Childhood Education and Teaching
UNIVERSITY OF GUELPH 1987 — 1993
Bachelor of Applied Science Honours Degree, Consumer Studies
University of Guelph 1987 — 1993
Bachelor of Applied Science Honours Degree, Consumer Studies
University of Guelph 1987 — 1993
Bachelor's Degree, Bachelor of Applied Science honours degree FACS
Richview Collegiate
Second Opinion Consultants Inc (CPA) April 2013 - Present
J.P. Investments Group Ltd September 2010 - September 2012
Bank of Montreal June 2005 - September 2005
Skills
Accounting, Financial Accounting, Teamwork, Microsoft Excel, Time Management, Data Entry, Customer Service, Tax Preparation, Tax Returns, Financial Reporting, Cantax, Simply Accounting, QuickBooks, Financial Analysis, Microsoft Office, Payroll, Budgets
Education
University of Guelph 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Chartered Professional Accountants of Ontario
CPA Candidate
Ernst & Young, Financial Services Advisory August 2006 - Present
Bank of Montreal 2005 - 2006
Bank of Montreal 2004 - 2005
Bank of Montreal 2002 - 2004
Bank of Montreal 2001 - 2002
Bank of Montreal 2000 - 2001
Bank of Montreal 1997 - 2000
Bank of Montreal 1995 - 1997
Bank of Montreal 1989 - 1995
Skills
Basel II, Stress Testing, Risk Management, Risk Analytics, Liquidity Risk, Economic Capital, Counterparty Risk, Credit Risk, ICAAP, Banking, Portfolio Management, Financial Risk, Enterprise Risk...
Education
York University 2003 — 2004
Certificate, Risk Management
University of Alberta 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
University of Alberta 1978 — 1981
B.Sc, Biology
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
BMO Financial Group February 2015 - Present
Bank of Montreal September 2012 - February 2015
University of Guelph 2011 - 2012
GUESS?, Inc. 2008 - 2011
Skills
Customer Experience, Motivation, Inspiration, Self-starter, Team Leadership, Deadline Driven, Close Attention to..., Risk Management, Commercial Banking, Project Planning, Retail Banking, Visual Merchandising, Sales, Banking, Customer Service, Leadership, Mortgage Lending, Portfolio Management, Residential Mortgages, Teamwork, Time Management
Education
University of Guelph 2009 — 2013
Bachelor of Arts Honors (BAH), Theatre Studies
Lockerby Composite 2003 — 2007
Science and Technology, Science and Technology
Mars February 2015 - Present
Colgate Palmolive November 2013 - January 2015
Procter & Gamble December 2012 - November 2013
Procter & Gamble 2010 - November 2012
Pearl Street Communications September 2009 - September 2010
College of Management & Economics Students' Association September 2009 - April 2010
Procter & Gamble January 2009 - August 2009
College of Management & Economics Students' Association April 2008 - April 2009
United Way of Guelph and Wellington April 2008 - September 2008
Bank of Montreal April 2007 - September 2007
Skills
Leadership, Market Research, Marketing Strategy, Marketing Research, Marketing, Marketing Communications, Brand Equity, Advertising, Brand Management, Management, Marketing Management, Shopper Marketing, Social Media, Digital Marketing, Analysis, Teamwork, Social Media Marketing
Education
University of Guelph 2005 — 2010
BComm., Marketing Management (Co-op)
Woburn C.I.
BMO January 2013 - Present
BMO September 2010 - January 2013
BMO Bank of Montreal September 2007 - September 2010
Bank of Montreal June 2005 - September 2007
Bank of Montreal August 1999 - June 2005
Bank of Montreal July 1995 - July 1999
Skills
Risk Management, Banking, Portfolio Management, Change Management, Program Management, Project Management, Financial Services, Relationship Management, Retail Banking, Business Process..., Team Leadership, MS Project, Financial Analysis, Credit, Credit Risk, Management Consulting, Process Improvement, Strategic Planning, Project Planning, PMO
Education
University of Alberta 1991 — 1996
BA, Art History and Classics
BMO Financial Group August 2014 - Present
Bank of Montreal December 2008 - August 2014
Bank of Montreal May 2007 - December 2008
Canadian Army Reserves September 2004 - January 2008
Skills
Banking, Portfolio Management, Investments, Commercial Banking, Strategic Planning, Sales, Mutual Funds, Credit, Retail Banking, Business Planning, Relationship Management, Customer Service, Financial Services, Small Business, Sales Management, Lines Of Credit, Small Business Lending, Managerial Finance, Account Management, Analysis, Customer Experience, Refinance, Real Estate, Credit Cards, Business Strategy, Team Leadership, Cash Management, Customer Acquisition, Mergers & Acquisitions, Leadership, Coaching, Consumer Lending, Business Analysis, Negotiation, Mortgage Lending, Retirement Planning, Business Development, Loans
Education
The University of Calgary 2003 — 2007
Bachelor of Arts, History
Bank Of Montreal April 2013 - Present
Foresters Insurance Company March 2012 - May 2012
LoyaltyOne October 2011 - January 2012
Bank of Montreal April 2011 - October 2011
Shoppers Drug Mart March 2011 - March 2011
Rogers Communications Inc. September 2010 - February 2011
Rogers 2010 - 2010
CIBC 2009 - 2009
Cancer Care Ontario 2007 - 2008
Skills
ETL, Data Warehousing, Informatica, Data Integration, Oracle, Teradata, Data Warehouse..., Data Marts, Ab Initio, Erwin, Shell Scripting, Database Design, Data Modeling, SDLC, Testing, Dimensional Modeling, OLAP, Microsoft SQL Server, Unix Shell Scripting, DB2, PL/SQL, Business Objects, Datastage, Data Migration, Performance Tuning
Education
State University of New York at Buffalo 1976 — 1980
Bachelor of Science, Business and Information Systems
York University
Third Federal Savings & Loan June 2009 - Present
Huntington National Bank September 2007 - June 2009
Sky Bank May 2003 - September 2007
Metropolitan Bank & Trust November 1999 - May 2003
Kirkland Bank of Commerce October 1996 - September 1999
Bank of Montreal April 1993 - September 1996
Skills
Credit, Loans, Mortgage, Customer Service, Microsoft Office, Coaching, Banking, Mortgage Lending, Consumer Lending, Retail Banking, Branch Management, Management, Leadership, Investments, Cash Management, Risk Management
Education
University of Calgary 2001 — 2005
Bachelor of Arts, Canadian Studies
University of Alberta 2000 — 2001
Bachelor of Arts (B.A.), Canadian Studies
Strathcona Composite 1987 — 1990
Hudson's Bay Company March 2015 - Present
Hudson's Bay Company March 2014 - March 2015
Hudson's Bay Company March 2013 - March 2014
Hudson's Bay Company July 2011 - March 2013
Boyden Management Consulting Asia Limited July 2010 - April 2011
Organization & Management Solutions September 2006 - May 2009
Bank of Montreal 2007 - 2007
Skills
Employee Engagement, Talent Management, Performance Management, Succession Planning, Interviews, Human Resources, Recruiting, Management, Leadership, Employee Relations
Education
University of Guelph 2006 — 2009
Master of Arts, Industrial / Organizational Psychology
University of Toronto 2001 — 2006
Bachelor of Science, Psychology (specialist) & Management (major)
Bank of Montreal January 2008 - Present
CIBC World Markets September 2007 - December 2007
Etrade Financial January 2007 - July 2007
Aviva Canada Inc October 2005 - December 2006
Dominion Voting Systems Corporation May 2005 - July 2005
Government Of Ontario (EBC) July 2003 - April 2005
TSX Group November 2001 - July 2003
IBM Global Services (Canada) February 2000 - July 2001
Nortel Networks 1998 - 1999
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Requirements Analysis, Integration, Solution Architecture, UML, Java Enterprise Edition, Unix, Business Analysis, Architecture, Requirements Gathering, Business Process, Process Improvement, Project Management, Virtualization, Weblogic, Software Development, Disaster Recovery, Software Project..., Application Architecture, Scrum, Testing, IT Strategy, Quality Assurance, Websphere, Databases, Enterprise Software, RUP, Design Patterns, Software Design, Security, ITIL, Software Documentation, JMS, ClearCase, Agile Project Management, OOP, SharePoint, IT Management, PMO, Visio, MS Project, PMP, Architectures
Education
Univerzitet u Beogradu
BScEE, Electrical Engineering and Computer Science
Earth Rangers February 2010 - Present
Earth Rangers January 2009 - February 2010
Earth Rangers June 2007 - January 2009
Bank of Montreal June 2005 - June 2007
BMO Nesbitt Burns December 1997 - June 2005
Toronto Zoo February 1992 - November 1997
Skills
Non-profits, Research, Community Outreach, Fundraising, Event Planning, Nonprofits, Public Speaking, Microsoft Office, Program Development, Event Management, Sustainability, Strategic Planning, Project Management, Strategic Communications, Program Management, Social Media, Volunteer Management, Proposal Writing, Blogging, Team Building, Environmental Education, Leadership, Editing, Public Relations, Team Leadership, Management, Marketing Communications, PowerPoint, Outlook
Education
University of Guelph 1992 — 1996
Bachelor of Science, Wildlife Biology
Siemens Canada Ltd March 2008 - Present
Accenture Inc February 2004 - February 2008
Bank of Montreal February 2003 - February 2004
City Of Hamilton January 2002 - August 2002
Ontario Power Generation December 2000 - August 2001
Sears Canada Inc October 1999 - December 2000
Skills
SAP, Financial Analysis, Budgeting, Account Reconciliation, Analysis, Budgets, Forecasting, Managerial Finance, Microsoft Office, Project Planning, Sarbanes-Oxley Act, Variance Analysis, Accounting, Auditing, Finance
Education
University of Windsor 1997 — 1999
Master, Business Administration; Finance/International Business
The University of Calgary 1991 — 1996
Bachelor of Arts, Political Science/History
Fiera Capital Corporation September 2012 - Present
UBS January 2007 - September 2012
Bank of Montreal January 2001 - August 2007
TD 1995 - 2001
Skills
Wealth Management, Retirement Planning, Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Mutual Funds, Asset Allocation, Estate Planning, ETFs, Portfolio Management, Alternative Investments, Investment Management, Finance
Education
University of Guelph 1997 — 2001
Forest Heights 1990 — 1995
IT Consultant June 2015 - Present
IBM/RBC May 2014 - May 2015
Investors Group January 2012 - April 2014
TD Bank Group January 2011 - December 2011
Investors Group Financial Services Inc. November 2010 - December 2010
TD Bank June 2010 - October 2010
Investors Group Financial Services Inc. November 2009 - May 2010
Bank of Montreal June 2009 - October 2009
IBM July 2008 - June 2009
Investors Group July 2007 - June 2008
Skills
ITIL, Active Directory, Vendor Management, Business Analysis, Project Management, SDLC, Disaster Recovery, Windows Server, IT Management, Team Leadership, Requirements Analysis, IT Service Management, Change Management, Data Center, VMware, Business Intelligence, SQL, Integration, MS Project, Visio, Troubleshooting, Microsoft Exchange, XP, Software Documentation, Technical Support, Windows 7, Servers, DNS, DHCP, Operating Systems, System Deployment, IIS, Networking, Blackberry Enterprise..., Group Policy, TCP/IP, SCCM, Windows XP, Network Security, Infrastructure, Information Technology, Management, Software Installation
Education
University of Cambridge 1984 — 1988
B. Com, Accounting, Economics, Computer Science
Cambridge University
EPAM Systems June 2012 - Present
Thoughtcorp September 2010 - June 2012
Community Care Information Management (CCIM) November 2008 - November 2009
Bank of Montreal October 2008 - November 2008
Cognizant Technologies /Ingenix / United Health Group January 2007 - June 2008
Arc Worldwide August 2006 - December 2006
Vermont Department of Health (VDH) April 2001 - June 2006
MobileQ 2000 - 2001
Skills
Business Analysis, Software Development, Project Management, Requirements Analysis, SDLC, Agile Methodologies, Software Project..., SQL, UML, Integration
Education
Information Technology Institutue 1999 — 2000
University of Guelph 1990 — 1995
BA Honours
Comerica Bank June 2015 - Present
Comerica Bank April 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Comerica Bank October 2006 - April 2011
BMO Capital Markets April 2004 - September 2006
Bank of Montreal January 2000 - April 2004
Bank of Montreal May 1998 - January 2000
Bank of Montreal January 1995 - May 1998
Skills
Treasury Management, Banking, International Treasury..., Financial Analysis, Sales, Negotiation, Collaborative Problem..., Payments
Education
University of Detroit Mercy 2001 — 2003
MBA
University of Windsor 1992 — 1995
Bachelor of Arts
Bank of Montreal 2006 - Present
Skills
Business Analysis, SDLC, Trading Systems, Software Project..., Unix, Software Development, Requirements Gathering, Requirements Analysis, Enterprise Architecture
Education
University of Alberta
M.Sc., Computing Science
Scotiabank January 2007 - Present
Bank of Montreal 1998 - 2007
Citibank Canada - Toronto, New York 1994 - 1997
citibank 1993 - 1997
Education
University of Alberta 1988 — 1992
Commonwealth Games Canada September 2011 - Present
Arete Consulting April 2010 - Present
Bank of Montreal August 2010 - September 2011
Canadian Paralympic Committee October 2001 - July 2009
Water Ski & Wakeboard Canada January 1997 - September 2001
Federation of Canadian Archers September 1988 - December 1996
OCO'88 (Calgary Olympic Games Organizing Committee) 1986 - 1988
Skills
Strategic Planning, Sponsorship, Non-profits, Program Management, Sports, Public Relations, Change Management, Sports Marketing, Media Relations, Strategy, Time Management, Nonprofits, Event Management, Policy, Project Management, Budgets, Business Planning, Fundraising, Public Speaking, Management, Sports Management, Customer Service, Event Planning, Project Planning
Education
University of Guelph 1981 — 1985
Honors Bachelor of Science, Kinesciology / Business Admin
Bank of Montreal April 2007 - Present
Sûreté du Québec February 2003 - March 2007
Education
Université Laval 1998 — 2001
Université Laval 1998 — 2001
Baccalauréat en sciences de l'administration, Finances
JVB Financial Group, LLC November 2013 - Present
Cortview Capital Markets/Pierpont Securities June 2012 - September 2013
Bank of Montreal November 2010 - April 2012
SunTrust Bank January 2008 - September 2010
Prudential Financial March 1998 - October 2007
Salomon Brothers October 1986 - March 1998
Skills
Electronic Trading, Structured Products, Series 24, Swaps, New Business Development
Education
University of Colorado Boulder 1981 — 1985
Business/Managerial Economics
Bank of Montreal August 2011 - Present
CGI March 1999 - July 2011
bell canada 2000 - 2008
american embassy, tirana January 1998 - December 1998
Education
Universiteti i Tiranës 1989 — 1994
Credit Agricole Corporate and Investment Bank September 2008 - Present
CALYON Credit Agricole CIB September 2000 - September 2008
Credit Lyonnais November 1992 - September 2000
Dresdner Bank ZAO 1989 - 1992
Bank of Montreal 1988 - 1990
Skills
Debt Restructuring, Corporate Finance, Leveraged Finance, Structured Products, Credit Analysis, Valuation, Syndications, Loan Origination, Credit Risk, Commercial Banking, Mergers, Credit Evaluation, Cash Flow Lending, Leveraged Lending, Subordinated Debt, Recapitalizations, Bridge Loans, Financial Markets, Risk Management, Alternative Investments, Bonds, ABS, Banking, Finance, Restructuring, Commodity, Structured Finance, Capital Markets, Financial Structuring, Asset-based, Mergers & Acquisitions, Counterparty Risk, Asset Based Lending, Interest Rate..., Portfolio Management, Commercial Lending, Market Risk, Relationship Management, Loans, Capital Structure, Financial Statement..., LBO, Credit Risk Management
Education
York University - Schulich School of Business 1986 — 1988
MBA, Finance
University of Calgary 1980 — 1984
Bachelor of Commerce, Finance & Accounting
Allik & Associates October 2011 - Present
Bank Of Montreal February 1998 - October 2011
Skills
Process Improvement, Quality Assurance, CMMI, Software Development, ISO, Vendor Management, Quality Management, SDLC, Testing, Process Development, Process Engineering, IT Governance, Documentation, Coaching, Continuous Improvement, Change Management, Function Point Analysis, Test Management, Software Quality..., Requirements Analysis, Internal Audit, Enterprise Software, Software Project..., Team Leadership, Quality Center, PMO, Software Documentation, Governance, Agile Methodologies, Analysis, Business Requirements, Business Process..., Resource Management, Requirements Gathering, Process Simulation, Business Process, User Acceptance Testing, Management, Project Portfolio..., PMP, Leadership, Project Delivery, MS Project, Visio, Integration, Business Analysis, Requirements Management, IT Strategy, ITIL, Test Strategy
Education
University of Buenos Aires
Civil Engineer
L. T. D. January 2009 - Present
Bank of America May 2003 - January 2009
JPMorgan Chase March 2000 - May 2003
Bank of America March 1999 - March 2000
ABN AMRO Bank N.V. February 1998 - February 1999
Deutsche Bank July 1995 - February 1998
Manulife Financial October 1990 - July 1995
Security Pacific Bank October 1988 - October 1990
Bank of Montreal 1981 - 1988
Bank of Montreal 1981 - 1982
Skills
Alternative Investments, Fundraising, Forecasting, Accounting, Business Analysis, Strategic Planning, Public Speaking, Financial Reporting, Research, Due Diligence, Strategic Communications, Trading, Treasury, Project Management, Credit, Nonprofits, FX Options, Analysis
Education
University of Central Florida 1976 — 1980
BScBA, Finance
Investment Industry Regulatory Organization of Canada May 2014 - Present
Investment Industry Regulatory Organization of Canada October 2011 - Present
CIMA May 2011 - Present
Bank of Montreal December 2010 - October 2011
Bank of Montreal October 2009 - December 2010
Amba Research February 2005 - June 2009
iOM Group of Companies 1995 - 2004
Skills
Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Investments, Capital Markets, Banking, Investment Banking, Managerial Finance, Financial Reporting, Equities, Accounting, Corporate Finance, Forecasting, Business Strategy, Offshore Outsourcing, Outsourcing Management, Financial Regulation, Change Management, Transformational..., Project Management, Information Technology, Compliance and..., Financial Risk, Governance, Analysis, Process Improvement, Internal Controls, Leadership, Mergers & Acquisitions, Management, Finance
Education
Chartered Financial Analyst Institute 2001 — 2004
CFA Charterholder, Financial Investments
Project Management Institute 2009 — 2009
PMP, Project Management
Chartered Institute of Management Accountants UK 1995 — 1995
FCMA, Management Accounting
University of Colombo 1992 — 1995
MBA, Management
Treasury Board Secretariat, Government of Ontario December 2013 - Present
Ministry of Government Services, Government of Ontario June 2009 - December 2013
Bank of Montreal November 2007 - June 2009
Bank of Montreal November 2001 - October 2007
Global Crossing 1999 - 2001
Manulife Financial 1996 - 1999
Manulife Financial 1994 - 1996
Skills
Vendor Management, Talent Acquisition, Recruiting, Human Resources, Performance Management, Employee Engagement, Project Management, Change Management
Education
University of Guelph
B.Comm, Hotel and Food Administration
UniCredit Bank AG March 2013 - Present
UniCredit Bank AG August 2010 - Present
Fortis January 1994 - June 2010
Bank of Montreal 1992 - 1993
Sumitomo Mitsui Banking Corporation 1989 - 1992
Bank of New England 1988 - 1989
Education
University of Connecticut 1998 — 2000
MBA, Finance and Information Technology
University of Hartford 1984 — 1988
BSBA, Economics and Finance
Trumbull High School 1980 — 1984
Bank of Tokyo-Mitsubishi UFJ December 2011 - Present
BNP Paribas July 2000 - November 2011
Bank of Montreal 1990 - 2000
Den Norske Bank, New York December 1985 - May 1990
Education
University of Colorado Boulder 1981 — 1985
Bank of Montreal April 2011 - Present
Infrastructure Ontario October 2008 - April 2011
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA, Finance, real estate development
University of Colorado Boulder 1996 — 2000
History and Computer Information Systems
Bank of Montreal November 2008 - Present
Bank of Montreal January 2005 - Present
BMO 2007 - 2009
Bank of Montreal October 2007 - October 2008
AdastraCorp (Toronto) January 2005 - October 2007
Shoppers Drug Mart May 2003 - January 2005
Metropolitan Health Group January 2001 - February 2003
BankMed (South Africa) March 1997 - January 2001
Education
University of Cape Town
Bachelor of Science, Statistics and Economics
Wintrust Financial Corporation April 2011 - Present
GE Capital 2004 - April 2011
Bank of Montreal 2001 - 2004
Duff & Phelps 2000 - 2001
LaSalle Bank 1998 - 2000
Skills
Finance, Credit, Loans, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Credit Analysis, Due Diligence, Valuation
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BA, Finance
BMO Bank of Montreal December 2012 - Present
Bank of Montreal April 2004 - December 2012
Skills
Canadian Securities..., Banking, Mutual Funds, Financial Services, Credit, Portfolio Management, Capital Markets, Retail Banking, Fixed Income, Financial Analysis, Equities, Financial Modeling, Strategic Financial..., Investments, Credit Analysis, Bonds, Wealth Management, Management, Financial Markets, Corporate Finance, Financial & Operational..., Financial Planning
Education
University of Zagreb/Sveuciliste u Zagrebu 1999 — 2000
Ph. D., Economics
University of Belgrade 1979 — 1984
M.A., economics
Bank of Montreal January 1998 - Present
Education
University of Guelph 1996 — 1999
Master of Arts, Economics
Canadian Pacific Railway February 2011 - Present
Canadian Pacific Railway August 2009 - February 2011
Canadian Pacific Railway February 2008 - October 2009
Canadian Pacific Railway November 2006 - February 2008
Canadian Pacific Railway February 2006 - November 2006
Canadian Pacific Railway September 2005 - February 2006
Canadian Pacific Railway November 2003 - September 2005
Canadian Pacific Railway February 2002 - November 2003
ATB Financial 1991 - 2000
Bank of Montreal 1976 - 1986
Skills
Workshop Facilitation, Toyota Production System, Training, Coaching, Value Stream Mapping, Continuous Improvement, Kanban, Change Management, Kaizen, Process Improvement, Lean Manufacturing, Operational Excellence, Business Process..., Business Process Mapping, Six Sigma, Root Cause Analysis, Operations Management, 5S, Supply Chain, Project Management, A3, Supply Chain Management, JIT, Lean Transformation, Black Belt, Supply Chain..., Lean Tools, Lean Management, Manufacturing..., Logistics, TQM, Quality Management
Education
The University of Calgary 1995 — 2000
Bachelor of Arts (B.A.), Communication Studies, With Distinction
Quaestor Capital Corp. July 1994 - Present
Bank of Montreal 1985 - 1994
Lummus Engineering, Uhde GMBH, Arthur G. McKee 1974 - 1982
Skills
Strategic Planning, Banking, Customer Relations, Credit, Proprietary Trading, Negotiation, Investments, Trading, Process Improvement, Analysis
Education
University of Toronto 1983 — 1985
Master of Business Administration (MBA)
Universidad de Buenos Aires 1968 — 1973
MSc, Chemical Engineering
Bank of Montreal August 2010 - Present
Bank of Montreal MasterCard 2008 - 2010
Bank of Montreal 2005 - 2007
Skills
Business Analysis, Banking, Credit Cards, Business Process, Financial Services, Retail Banking, Credit, Business Requirements, Change Management, Financial Risk, AML, Project Delivery, SDLC, Business Process..., Payments, Stakeholder Management, Project Portfolio..., Analysis, PMO, Process Improvement, Strategy, CRM, Requirements Gathering, Analytics, Relationship Management, Basel II, Operational Risk, Financial Analysis, Financial Modeling, Business Intelligence, Vendor Management, User Acceptance Testing, Business Transformation
Education
University of Guelph 1979 — 1982
Bachelor of Arts, Economics
Bank of Montreal January 2010 - Present
Citi January 1988 - December 2009
Skills
Relationship Management, Business Development, Project Management, Cross-functional Team..., Product Management, Financial Services, Strategic Planning, Account Management, Credit Cards, Banking
Education
University of Denver 1980 — 1984
BA, Psychology
Moon High School 1977 — 1980
Government of Ontario October 2010 - Present
TELUS October 2009 - October 2010
TELUS July 2008 - September 2009
TELUS July 2003 - July 2008
Telus Mobility November 1999 - June 2003
Bank of Montreal November 1998 - October 1999
Education
Université Laval 1994 — 1996
MA, International Relations, Political Sc., Economics, International Law
Université Laval 1991 — 1994
B.A, Political Science
Vipra Labs Inc. March 2012 - November 2012
FORESTERS June 2010 - January 2011
ING CANADA (now INTACT) May 2008 - March 2009
THE BRIT (London, England; Toronto) 2007 - 2008
Bank of Montreal 2006 - 2006
DHL International (Paris, France & Prague, Czech Republic) 2004 - 2005
Toronto District School Board 1998 - 2003
Manulife Insurance June 1998 - December 1998
IBM Global Services January 1997 - May 1998
DMR Group January 1996 - December 1996
Skills
Project Management, Software Development, Systems Analysis, Management Consulting, DB2, Business Objects, Enterprise Architecture, Strategic Planning, Business Process Design, Gap Analysis, Software Documentation, Oracle, PMP, Business Analysis, Project Portfolio..., Data Warehousing, Requirements Analysis, Strategy, ITIL, Software Project...
Education
University of Economics in Prague
BMO Financial Group June 2015 - Present
BMO Financial Group February 2011 - Present
BMO Financial Group February 2010 - February 2011
Bank of Montreal June 2008 - February 2010
Bank of Montreal January 2008 - June 2008
Skills
Banking, Financial Services, Relationship Management, Business Analysis, Capital Markets, Public Speaking, Cash Management, Political Campaigns, Lobbying, Politics, Volunteering, Microsoft Office, Interpersonal Skill, Analysis, Product Management, Customer Service, Requirements Gathering, Payments, Business Requirements, Retail Banking, Financial Analysis, Data Analysis, Business Process..., Governance, Treasury Management, Analytics, Process Improvement, Portfolio Management, Visio, Investments, Vendor Management, Leadership, Financial Modeling
Education
University of Guelph 2003 — 2007
BA, Political Science
CPA Candidate
Bank of Montreal January 2011 - Present
Bank of Montreal December 2009 - January 2011
Bank of Montreal November 2008 - November 2009
Bank of Montreal January 2005 - October 2008
AdastraCorp (Toronto) May 2003 - January 2005
Metropolitan Health Group January 2001 - February 2003
BankMed (South Africa) March 1997 - January 2001
Skills
Data Warehousing, Business Intelligence, Cognos, Process Engineering, Analysis, IT Portfolio Management, IT Portfolio, Enterprise Architecture, Business Process..., Vendor Management, IT Strategy, Business Requirements, SDLC, Portfolio Management, Project Management, Enterprise Software, Governance, Leadership, Financial Services
Education
University of Cape Town 1993 — 1996
Bachelor of Science, Statistics and Economics
RBC September 2013 - Present
Bank of Montreal November 2011 - August 2013
General Bank of Canada May 2006 - November 2011
Skills
Credit, Banking, Consumer Lending, Corporate Finance, Customer Service, Team Building
Education
University of Alberta 1999 — 2001
B. Comm, business
Minerva Consulting Corp. March 2015 - Present
Athabasca Oil Corporation October 2014 - March 2015
Athabasca Oil Corporation July 2013 - October 2014
Athabasca Oil Sands Corporation July 2010 - July 2013
Bank of Montreal January 2007 - July 2009
Foothills Florist and Gifts (2005) Ltd. July 2005 - December 2008
Skills
Microsoft Office, Purchasing, Process Improvement, Customer Service, Sales, Analysis, Budgets, Time Management, Contract Management, Public Speaking, Microsoft Excel, Teamwork, Project Management, Energy Industry, Financial Analysis, Management, Auditing, Team Leadership, Project Planning, Outlook, Risk Management, Accounting, Energy, Drilling, Petroleum, Procurement, Upstream, Oil/Gas, Oil & Gas
Education
Mount Royal University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and General Management, Psychology Minor, 4.00
The University of Calgary 2003 — 2006
Bachelor of Arts, English Major, History Minor
Sears Canada March 2013 - Present
Scotia Capital November 2011 - March 2013
Sears Canada January 2010 - October 2011
State Street July 2009 - January 2010
Bank of Montreal January 2006 - April 2006
Ministry of Economic Development and Trade June 2005 - August 2005
Skills
Economics, Financial Analysis, PnL Management, Marketing Analytics, Finance, Financial Accounting, Forecasting, Business Analysis, Banking, Business Planning, Investments, Corporate Finance, Financial Modeling, Management, Analytics
Education
University of Alberta 2007 — 2009
Master of Arts, Economics
Wilfrid Laurier University 2003 — 2007
Bachelor of Arts, Economics
Preston High School
Deloitte Canada August 2014 - Present
Deloitte Consulting September 2010 - Present
BMO Financial Group November 2007 - August 2010
Organization & Management Solutions September 2005 - September 2007
Bank of Montreal April 2006 - August 2006
Skills
Organizational Design, Interviews, Management, Human Capital, Job Evaluation, Organizational..., Organizational..., Performance Management
Education
University of Guelph 2005 — 2007
M.A., Industrial Organizational Psychology
University of Toronto 2001 — 2005
Hon.B.Sc., Psychology
Bank of Montreal August 2011 - Present
Bank of Montreal January 2011 - August 2011
Bank of Montreal January 2009 - January 2011
lululemon athletica June 2007 - November 2009
Skills
Retail, Customer Service, Coaching, Sales, Banking, People Development, Customer Retention, Employee Training, Building Relationships, Recruiting, Store Management, Team Building, Management, Financial Analysis, Strategic Planning, Time Management, Team Leadership, Leadership, Microsoft Office, Credit
Education
University of Alberta
Political Science
Bank of Montreal May 2010 - Present
Bank of Montreal October 2006 - May 2010
National Bank of Canada September 2003 - September 2006
B2B Trust December 2000 - September 2003
Banca Commerciale Italiana January 1999 - October 1999
Education
Université Paris X Nanterre
Master, Economics
RBC Capital Markets January 2014 - Present
RBC Capital Markets December 2007 - December 2013
RBC Capital Markets December 2006 - December 2007
RBC Capital Markets June 2005 - December 2006
CIBC August 2004 - June 2005
Bank of Montreal August 2001 - August 2004
Industrial Bank of Japan May 1990 - August 2001
Skills
Back Office, SDLC, User Acceptance Testing, Requirements Gathering, Financial Projects, Business Analysis, Business Transformation, Software Implementation, Business Process..., Business Process..., Business Process Mapping, Target operating model, Activity Based Costing, Capital Markets, Risk Management, Process Improvement, Market Data, Operating Models, Derivatives, Management, Financial Services, Equities, Trading
Education
University of Guelph 1982 — 1986
RBC Capital Markets April 2010 - Present
Berschl Asset Management May 2008 - May 2010
UBS Commodities Canada Ltd. April 2007 - February 2008
UBS Commodities Canada Ltd April 2007 - February 2008
RBC Capital Markets January 1995 - March 2007
RBC Capital Markets January 1995 - March 2007
Bank of Montreal January 1990 - January 1995
Royal Bank of Canada January 1987 - January 1990
Royal Bank of Canada January 1985 - January 1987
Skills
Derivatives, Swaps, FX, Commodities, Risk Management, Currency, Banking, Options, Financial Risk, Hedging, FX Options, Commodity, Interest Rate..., Capital Markets, Electronic Trading, Bonds, Management, Fixed Income, Trading, Commodity Markets, Energy, Equities, Foreign Exchange, Credit, Commercial Banking, Traders, Structured Finance, Mergers & Acquisitions, Securities, Credit Derivatives, Money Market
Education
Canadian Securities Institute 2003 — 2004
DMS, Derivatives Market Specialist
University of Calgary 1980 — 1984
BComm, Finance/Marketing
University of Calgary
Bachelor of Commerce, Finance/Marketing
Canadian Securities Institute2004
RBC Capital Markets October 2010 - August 2011
RBC August 2008 - February 2010
RBC Captial Market June 2005 - June 2008
Bank of Montreal January 1998 - June 2005
SNS System Inc. (now part of Emergis/Telus) November 1994 - December 1997
Education
University of Alberta
B.Sc.
Canada Guaranty Mortgage Insurance Company March 2012 - Present
Canada Guaranty Mortgage Insurance Company January 2011 - March 2012
Canada Guaranty Mortgage Insurance Company June 2006 - January 2011
Genworth Financial Canada February 2002 - May 2006
Bank of Montreal September 1997 - January 2002
Skills
Mortgage Lending, Mortgage Underwriting, Residential Mortgages, Refinance, Underwriting, Credit, Loans, Selling, Banking, Commercial Mortgages, First Time Home Buyers, Debt Consolidation, Portfolio Management, Investments, Credit Analysis, Sales, Mortgage Banking, Credit Risk, Strategic Financial..., Relationship Management, Mutual Funds, Real Estate Financing, Reverse Mortgages, Certified Mortgage...
Education
The University of Calgary 1991 — 1996
KCM Solutions April 2008 - Present
Bank of Montreal July 2011 - November 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada 2010 - 2011
Education
University of Guelph 2001 — 2005
B.Sc., Engineering
Sears Holdings Corporation July 2013 - Present
Syncreon Technology July 2012 - July 2013
Bank of Montreal June 2007 - July 2012
T M Lewin May 2005 - May 2007
Epson May 2003 - April 2005
Skills
Management, Financial Statement..., Training, Customer Service, Microsoft Office, PowerPoint, Budgets, Data Analysis, Marketing, Business Objects, Financial Accounting, Budget, Lotus Notes, Regression Analysis, Valuation, Data Mining, Project Management, Business Process..., Tableau, MySQL, SQL DB2, DBVisualizer, Salesforce.com, Corporate Communications, Reporting & Analysis, Cost Accounting, Oracle Reports
Education
Lewis University, Graduate School of Management. 2008 — 2011
MBA, Finance
London Business Col 2004 — 2007
Accounting, Accounting
University of Ghana 1999 — 2003
BA Hons, Geography and Resource Development
Alpha House Mortgage Corporation lic.#10226 November 1989 - Present
Bank of Montreal January 1980 - June 1988
Skills
Residential Mortgages, Real Estate Financing, Mortgage Lending, First Time Home Buyers, Selling, Investments, Customer Service, Loans, Marketing, Investment Properties, Reverse Mortgages, Real Estate, Negotiation, Debt Consolidation, Brokerage, Finance, Commercial Mortgages, Residential Homes, Financial Analysis, Refinance, Marketing Strategy, Investors, New Home Sales, Single Family Homes, Mortgage Marketing, Condos, Sales, Business Development, Referrals, Real Property, Certified Mortgage...
Education
The University of Calgary 1981 — 1983
Business Administration and Management, General
Western University 1975 — 1979
Honours BA
Suncor Energy August 2011 - Present
ATB Financial February 2011 - July 2011
Bank of Montreal January 2010 - February 2011
Skills
Financial Analysis, Business Process..., Business Analysis, Analysis, SAP, Change Management, Project Management, Public Speaking, Customer Service, Microsoft Excel
Education
University of Calgary 2005 — 2010
Bachelor of Arts, Economics
Ontario Securities Commission May 2014 - Present
Ontario Securities Commission September 1999 - Present
Ontario Securities Commission April 2013 - May 2014
Queensway Financial Services September 1997 - August 1999
OSFI February 1995 - September 1997
Bank of Montreal April 1993 - January 1995
Ernst & Young September 1990 - April 1993
Skills
Corporate Finance, Financial Modeling, Financial Analysis
Education
University of Toronto 1990 — 1992
MBA, Accounting
University of Toronto - Rotman School of Management 1990 — 1992
MBA, accounting
University of Guelph 1985 — 1989
BCOMM, Hotel & Food Administration
Deloitte Canada July 2014 - Present
Big Tree Capital Partners, LLC September 2013 - June 2014
Trindent Consulting May 2010 - March 2012
Impact Entrepreneurship Group 2011 - 2011
Sun Life Financial August 2008 - April 2010
Bank of Montreal 2007 - 2007
Mercer 2006 - 2006
Scotiabank 2005 - 2005
Bank of Canada 2004 - 2004
Skills
Management Consulting, Corporate Finance, Financial Modeling, Project Management, Entrepreneurship, Start-ups, Financial Reporting, Financial Analysis, Market Analysis, Strategy, Project Planning, Business Development, Market Research, Business Analysis, Business Strategy
Education
Cambridge University 2012 — 2013
Master of Business Administration (M.B.A.)
University of Waterloo 2003 — 2008
Bachelor of Mathematics, Business Administration, Finance
SMART Technologies September 2015 - Present
SMART Technologies December 2012 - September 2015
SMART Technologies May 2012 - December 2012
SMART Technologies June 2010 - May 2012
Maxim Power Corp. April 2008 - June 2010
National Bank of Canada 2005 - 2008
TD Bank Group 2001 - 2005
Bank of Montreal 1999 - 2001
Skills
Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Capital Markets, Oil & Gas Industry, Valuation, Treasury Management, Treasury, Mergers, Finance, Strategic Financial..., Cash Management, Equities, Credit, Credit Analysis, Derivatives, FX Options, Financial Risk, Investor Relations, Business Strategy, Relationship Management, Investments, Forecasting, Accounting, Cash Flow, Credit Risk, Bloomberg, Financial Reporting
Education
Certified Management Accountants 2008 — 2011
CMA
University of Calgary 1994 — 1999
BComm, Finance
CPP Investment Board August 2008 - Present
BMW Group, Financial Services Canada October 2005 - 2008
Bank Of Montreal June 2002 - October 2005
CIBC June 2000 - June 2002
Contract Position - Ministry of Education & Ministry of Transportation July 1999 - June 2000
Skills
Time Management, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Analysis, Social Media, Project Management, Budgets
Education
CSNN
Holistic Nutrition
Clare's Secretarial School
Administrative Professional Certification with Office Management
McMaster University / Learning Tree
Project Management (PMP) / Introduction to Business Analysis
Myers Briggs
Assessing and Improving Your Communication Style
University Of Bombay
Bachelor's Degree, Business/Managerial Economics, Sociology
Mark's Work Warehouse and FGL Sports Ltd. December 2012 - Present
ATB Financial January 2009 - November 2012
Scotiabank May 2001 - April 2007
Bank of Montreal 2003 - 2003
Metropolitan Bank and Trust Co. October 1997 - April 2001
Skills
Business Analysis, Software Documentation, Banking, Business Requirements, Requirements Gathering, Retail Banking, Business Process, Relationship Management, Business Process..., User Acceptance Testing, Business Strategy, PMO, Credit Cards, Vendor Management, SharePoint, Web Design, Project Management, Data Mining, Data Analysis, Business Management
Education
The University of Calgary 2012 — 2015
Professional Management, Strategic Management
University of Toronto 2002 — 2003
Internet Business and Technology
University of the Philippines 1992 — 1997
Bachelor of Science (B.Sc.), Industrial Engineering
Benefit Mortgage Brokers Corp. April 2010 - Present
Bank of Montreal March 1999 - February 2007
Skills
Residential Mortgages, Commercial Mortgages, Home Equity Lines of..., Construction Loans, Debt Consolidation, Mortgage Planning, Financial Education, Certified Mortgage..., Mortgage Lending, Investment Properties, First Time Home Buyers, Investments, Real Estate, Financial Advisory, Insurance, Mortgage Marketing, Finance, Refinance, Banking, Strategic Financial..., Credit Analysis, Credit, Retirement Planning, Portfolio Management
Education
University of Calgary
BA, Psychology and Commerce
Alberta Beverage Container Recycling Corporation May 2010 - September 2010
Bank of Montreal May 2007 - September 2008
Education
University of Calgary 2006 — 2011
Finance, Philosophy
Sherritt International Head Office September 1997 - May 2004
Sherritt International Corporation 1997 - 2004
Sherrit International 1997 - 2004
Sherrit International 1997 - 2004
Bank of Montreal June 1968 - August 1997
Skills
Risk Management, Credit, Succession Planning, Performance Management, Loans, Talent Management, Credit Risk, Coaching, Change Management, Human Resources, Leadership Development
Education
University of Guelph 1964 — 1968
B.Sc. (Agr), Agricultural Economics
University of Guelph 1963 — 1968
B.Sc (Agr), Agricultural Economics
Peak Realty Ltd. June 1989 - Present
Bank of Montreal May 1981 - September 1986
Skills
Real Estate, First Time Home Buyers, Residential Homes, New Home Sales
Education
University of Guelph 1977 — 1981
BLA, Landscape Architecture
Jugo Juice International Company June 2013 - Present
Moxie's Restaurants LP May 2012 - June 2013
Moxie's Restaurants LP July 2011 - May 2012
Moxie's Classic Grill November 2007 - July 2011
BMO Nesbitt Burns 2005 - 2007
Bank of Montreal 2003 - 2005
Sheraton Cavalier Hotel Calgary 1998 - 2003
Skills
Event Planning, Market Research, Copywriting, Copy Editing, Marketing Copy, Social Media Marketing, Marketing Communications, Marketing Strategy, Proofreading, Internal Communications, Art Direction, Talent Booking, Invoice Processing, Public Relations, Social Media, Event Management, Competitive Analysis, Foodie, Food Photography, Research Projects, Menu Engineering, Menu Development, Menu Costing, Sponsorship Programs, Restaurants, Marketing, Hospitality, Time Management, Creative Direction, Media Relations, Press Releases, Advertising, Direct Marketing, Corporate Communications, Email Marketing, Brand Development, Blogging, Strategic Communications, Digital Marketing, Brand Management, Social Networking, Online Marketing, Corporate Branding, Adobe Creative Suite, Online Advertising, Media Planning, Graphic Design, Google Analytics
Education
The University of Calgary 2013 — 2015
Professional Writing Certificate Specializing in Marketing & Public Relations
The University of Calgary 2006 — 2013
Public Relations Management Certificate
The University of Calgary 1998 — 2003
Bachelor of International Relations, Minor in English
Bank of Montreal November 2008 - Present
TD Waterhouse January 2004 - November 2008
Skills
CFP, Coaching, Problem Solving, Mentoring, Banking, Certified Financial..., Customer Service, Finance, Financial Planning, Investments, Management, Mortgage Lending, Relationship Management, Risk Management, Team Leadership, Credit, Loans, Retail Banking, Leadership, Portfolio Management
Education
University of Alberta
BComm, Finance
Deloitte Canada Senior Business AnalystDeloitte & Touche2008 - Present
Bank of Montreal 2007 - 2008
AusAID 2005 - 2006
Computer Sciences Corporation 2001 - 2005
BHP Information Technology 1998 - 2001
Compucat Research Pty Ltd 1997 - 1998
Advanced Software Solutions 1993 - 1997
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, ITIL, Solution Architecture, Business Process, PMP, Project Management, Quality Assurance, SharePoint, Software Development, Software Documentation, Software Project..., Test Planning, Testing
Education
University of Canberra
BA, Computer Studies
Financial Services commision of ontario February 2015 - Present
890981 Ontario Limited June 2011 - Present
ONTARIO REALTY CORPORATION 2003 - 2011 March 2003 - June 2011
Manulife Financial January 1999 - January 2003
Special Asset Management January 1997 - January 1998
ARMANDALE HOMES January 1993 - January 1997
GENERAL TRUST January 1987 - January 1993
Bank of Montreal January 1985 - January 1987
SAMSON BELAIR January 1981 - January 1985
Skills
Internal Audit, Internal Controls, Risk Management, Accounting, Auditing, Banking, Finance, Mergers, Financial Reporting, Budgets, Forecasting, External Audit, Investments, Financial Accounting, Analysis, Mergers & Acquisitions, Insurance, Financial Analysis, Financial Services, Enterprise Risk..., Tax, Project Management, Due Diligence, Management, Financial Modeling, Portfolio Management, Strategic Financial..., Managerial Finance, Sarbanes-Oxley Act, Negotiation, IFRS, Corporate Governance, Cash Management, Financial Risk
Education
University of Windsor 1977 — 1978
B, Comm
University of Guelph
BSc.Agr. (Honours), Major Environmental Biology
Bank of Montreal November 2011 - Present
Education
The University of Calgary
Bachelor of Arts (B.A.)
Bank of Montreal 2011 - Present
Capgemini 2009 - 2010
Wipro Technologies 2006 - 2009
HSBC 2005 - 2006
Standard Chartered Bank 1997 - 2000
Taj Hotels Resorts and Palaces 1991 - 1996
Skills
Sales, Banking, Social Media, Marketing, Negotiation
Education
ITIL
Change, Incident Management
La Martiniere for Boys
High School
University of Allahabad
Bachelors of Commerce
Bank of Montreal January 1987 - January 1990
General Foods Canada August 1985 - January 1987
Goodyear Canada Inc. April 1981 - May 1983
DGM - Dominion General Manufacturing Limited May 1979 - March 1981
Education
York University
Master of Business Administration (MBA), Entrepreneurial Studies/Marketing
University of Guelph 1975 — 1979
Bachelor of Science (BSc), Nutrition & Biochemistry