Bank of Montreal
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
Bank of Montreal List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Montreal. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Montreal Employees
Bank of Montreal 1995 - Present
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investments, Financial Analysis, Financial Modeling
Education
College of William & Mary 1989 — 1991
Master of Business Administration (MBA), Finance, General
University of North Carolina at Greensboro 1979 — 1983
Bachelor of Science (B.S.), Finance, General
Cantor Fitzgerald July 2015 - Present
The Buckingham Research Group January 2014 - June 2015
Oracle 2011 - 2013
Union Capital Management 2010 - 2011
Connexiti Software, LLC 2008 - 2010
Canaccord Genuity Inc. 2006 - 2008
Thomas Weisel Partners 2003 - 2006
Bank of Montreal 1999 - 2003
Skills
Capital Markets, Cloud Computing, Enterprise Software, Equities, Equity Research, Finance, Financial Modeling, Hedge Funds, Investment Banking, Management, Marketing, Mergers & Acquisitions, Mutual Funds, New Business Development, Project Management, SaaS, Sales, Lacrosse, Series 7
Education
Fordham University - Graduate School of Business
MBA, Finance
University of New Haven
BS in Business
TD Weatlh October 2014 - Present
CAGP May 2012 - April 2015
Bank of Montreal May 2010 - September 2014
Estate Planning Council Of Winnipeg 1993 - 2011
Scotia Private Client Group 1997 - 2010
CIBC 1993 - 1996
Skills
Private Banking, Investment Management, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Investments, Wealth, Portfolio Management, Trusts, Securities, High Net Worth..., Asset Allocation, Asset Managment, Succession Planning, Banking, Investment Strategies
Education
University of Manitoba 1976 — 1979
Bac. Of Commerce (Hons.), Marketing
Nelson MacIntyre Collegiate 1972 — 1975
Bank of Montreal 2002 - Present
Bank of America 2008 - 2009
Aon Capital Markets, Inc. 1999 - 2002
Duff & Phelps Credit Ratings, Inc. (now Fitch, Inc.) 1997 - 1999
BancAmerica Securities, Inc. 1996 - 1997
Bank of America, NT&SA 1994 - 1996
Skills
Private Equity, Financial Structuring, Investment Banking, Debt Restructuring, Credit, Restructuring, Hedge Funds, Negotiation, Financial Analysis, Leveraged Finance, Bloomberg, Credit Risk, Corporate Finance, Creditors' Rights, Commercial Banking, Credit Analysis, Bankruptcy, Mergers & Acquisitions, Capital Markets, Securitization, Investments, Financial Modeling, Fixed Income, Asset Based Lending, Bonds, Securities, LBO, Private Placements, Distressed Debt, Deal Structuring, Corporate Law, Valuation, Business Valuation, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA
Glenbard South High School
Glenbard South High School
Glenbard South High School
RBC July 2014 - Present
First Calgary Financial September 2007 - July 2014
First Calgary Financial June 2006 - September 2007
First Calgary Financial January 2005 - June 2006
Bank of Montreal August 2003 - January 2005
Skills
Mortgage Lending, Banking, Credit, Loans, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Risk Management, Coaching, Portfolio Management, Financial Analysis, Financial Services, Consumer Lending, Residential Mortgages, Refinance, Small Business Lending, Accounting, Financial Reporting, Underwriting, Management, Sales, Relationship Management, Retail Banking, Investment Advisory, Leadership, Financial Advisory, Financial Planning
Education
Financial Planning Standards Council 2011 — 2012
Certified Financial Planner Designation, Financial Planning and Services
Investment Funds Institute of Canada 2011 — 2011
Branch Compliance Manager Course, Investments
Canadian Securities Institute 2004 — 2004
Canadian Securities Course, Investments and Securities
Investment Funds Institute of Canada 2004 — 2004
Life License Qualification Program, Insurance
University of Northern British Columbia 1996 — 1998
Bachelor of Commerce (B.Comm), Marketing
College of New Caledonia 1994 — 1996
Diploma, Business Administration - Marketing and Management
Cisco Systems August 2011 - Present
Cisco Systems January 2005 - July 2011
Cisco Systems May 2000 - January 2005
Bank of Montreal October 1996 - April 2000
Skills
Telepresence, Management, Network Administration, Unified Communications, Technical Support, Cloud Computing, VoIP, Data Center, Managed Services, IP, SaaS, Routing, Cisco Call Manager, Virtualization, Network Architecture, Telecommunications, Security, Cisco Technologies, Strategy, Networking, Service Delivery, Video Conferencing
Education
University of Guelph 1991 — 1995
Bachelor of Commerce, Marketing
- December 2011 - Present
Manitoba Public Insurance September 2010 - June 2011
Bank of Montreal November 2006 - September 2010
Province of Manitoba August 2003 - October 2006
Skills
Organizational..., Coaching, Performance Management, Conflict Resolution, Negotiation, Employee Relations, Organizational Change, Talent Management, Succession Planning, Leadership Development, Change Management, Executive Coaching, Employee Engagement, Strategic Planning, Onboarding, Organizational Design, Career Development, Team Building, Team Leadership, Human Resources, Labour Relations, Strategy, Leadership, Recruiting, Personnel Management, Talent Acquisition, Workshop Facilitation, Workforce Planning, HR Consulting, Labor Relations
Education
University of Manitoba 2004 — 2007
Certificate Program in Human Resource Management
University of Manitoba 1999 — 2001
Bachelor of Commerce, HR/Industrial Relations & Marketing
University of Manitoba 1996 — 1999
Bachelor of Arts, Economics & Management Studies
Book in a Box August 2014 - Present
GiveGetWin April 2013 - April 2014
Saath Nibhaana Saathiya June 2013 - June 2013
Handy Monkey Inc. June 2012 - January 2013
De Novo Education January 2011 - December 2011
Bank of Montreal April 2009 - August 2010
Skills
Social Media, Social Media Marketing, Entrepreneurship, Financial Analysis, Strategic Financial..., Investments, Search Engine Ranking, Time Management, Strategic Planning, Management, Wizard, Strategy, Philanthropy, Writing, Sales, Collaboration, Technology, Star Wars, Time management
Education
The University of Western Ontario 2009 — 2012
BA, Honours Specialization in Economics, Political Science, and Philosophy
University of King's College 2008 — 2009
Foundation Year Programme, A Chronological Study of Great Books
York Mills Collegiate Institute 2005 — 2008
Rouge Valley Health System February 2015 - Present
BMO Financial Group December 2013 - February 2015
BMO Financial Group January 2013 - December 2013
KPMG International November 2011 - July 2012
BMO Financial Group April 2010 - June 2011
BMO Financial Group February 2009 - April 2010
BMO Financial Group May 2007 - January 2009
Bank of Montreal May 2006 - August 2006
Skills
Financial Reporting, Reporting & Analysis, Business Analysis, Strategic Planning, Business Strategy, Business Case, Problem Solving, Business Process..., Execution Skills, SharePoint, Data Modeling, Financial Modeling, Project Management, Business Requirements, Requirements Gathering, Business Process, Analysis, Leadership, Strategy, Process Improvement, Management, Finance, Six Sigma, Business Planning, Change Management, Management Consulting, Team Leadership, Analytics, Consulting, Financial Analysis, Program Management, Financial Services, Relationship Management, Banking, Integration, Budgets, Financial Risk, Business Transformation, Data Analysis
Education
Queen's University 2010 — 2011
Master of Business Administration (MBA), Strategy and Leadership
University of Guelph 2005 — 2009
Honours Bachelor of Commerce, Management Economics (Industry and Finance)
tklikestyles January 2011 - Present
Toronto Police Service September 1987 - 2012
Bank of Montreal January 1985 - September 1987
Skills
Leadership, Security, Nonprofits, Training, Outlook, Team Leadership, Team Building, Leadership Development, Public Speaking, Change Management, Coaching, Event Management, Public Relations, Strategic Planning
Education
University of Guelph 1981 — 1984
University of Toronto 1980 — 1981
Albert Campbell Collegiate Inst.
BMO Financial Group April 2014 - Present
BMO Financial Group July 2012 - March 2014
Bank of Montreal October 2010 - July 2012
The Royal Bank of Scotland August 2008 - September 2010
Deloitte October 2004 - August 2008
RKH and Associates April 2001 - August 2002
Skills
Basel II, Financial Services, Credit, Banking, Risk Assessment, Credit Risk, Governance, Corporate Finance, Auditing, Management, Internal Audit, Risk Management, Portfolio Management
Education
University of Guelph 2002 — 2003
Masters, Economics
BMO Financial Group June 2013 - Present
BMO Financial Group 2007 - June 2013
Bank of Montreal 1983 - 2008
Skills
Credit Risk, Credit Analysis, Commercial Banking, Banking, Credit, Portfolio Management, Loans, Wealth Management, Relationship Management, Retail Banking, Mortgage Lending, Financial Analysis, Financial Risk, Investments, Risk Management, Commercial Lending, Mutual Funds
Education
University of Guelph 1978 — 1982
Science, Agriculture - Crop Science
valley heights
valley heights
Independant Contractor for Rethink Learning 2012 - Present
WCG International 2009 - 2011
WCG International 2006 - 2009
WCG International 2002 - 2006
Bank of Montreal 2000 - 2002
Denroche Carter Financial Planners 1997 - 1999
Skills
Coaching, Training, Career Development, Training Delivery, Conflict Resolution, Recruiting, Organizational..., Marketing, Resume Writing, Career Counseling, Leadership Development, Management, Customer Service, Quality Assurance, Interviews, Employee Engagement, Employee Training, Workshop Facilitation
Education
University of Manitoba
B. Comm, Marketing
Douglas College
Certified Career Development Practitioner
Bank of Montreal May 2015 - August 2015
Delta Sigma Pi May 2014 - May 2015
CIBC May 2014 - August 2014
Delta Sigma Pi December 2013 - May 2014
Upper Canada College Summer Camp June 2012 - August 2012
Pinetree Capital Ltd. June 2011 - July 2012
Holy Blossom Temple November 2009 - January 2010
Skills
Public Speaking, Microsoft Office, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Teamwork, Windows, English, TSYS, Policy
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, 3.94
Royal St. Georges College 2009 — 2012
4.0
Succession Solutions January 2011 - Present
Polar Window of Canada 2001 - December 2011
Trendsetters Marketing International 1998 - 2001
Abacus Data Ltd 1989 - 1998
Assiniboine Credit Union 1983 - 1989
Bank of Montreal 1979 - 1983
Education
University of Manitoba
B Comm, Genral Business
Jameson Bank April 2010 - July 2014
Knightsbridge Foreign Exchange Inc. September 2009 - April 2010
Wittmann Consulting January 2007 - June 2009
Travelex Commerical Foreign Exchange May 2005 - December 2006
RBC Capital Markets April 1989 - October 2004
Bank of Montreal 1979 - 1989
Skills
Risk Management, Compliance, Mergers, Back Office, FX, FX Options, Sales, Currency, Trading, Marketing, Foreign Exchange, Banking, Strategy, Equities, Investments, Financial Risk, Capital Markets, Portfolio Management, Options, Derivatives, Financial Markets, Fixed Income, Credit, Private Equity, FX trading, Investment Banking, Financial Services, Mergers & Acquisitions, Treasury Management, Payments, Funding, Commercial Banking, Electronic Trading, Cash Management, FX Hedging, Finance, Bonds, Client Development, Wealth Management, FX Derivatives, Management, Leadership, FX Trading
Education
University of Manitoba 1980 — 1984
Bachelor of Commerce, Finance
Fort Richmond Collegiate 1978 — 1980
Bank of Montreal April 2012 - Present
Bluemark Management Consultants May 2010 - December 2011
Research In Motion May 2009 - August 2009
MMM Group October 2006 - March 2008
Health Canada May 2004 - September 2006
Skills
Ability to create and..., Problem Solving, Analytical skills, Corporate Social..., Relationship Management, Change Management, Organizational Design, Stakeholder Engagement
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA
University of Ottawa / Université d'Ottawa 1999 — 2003
BSc
Mongolia Growth Group Ltd. April 2011 - Present
Bank of Montreal September 2010 - May 2011
Integra Capital November 2004 - August 2009
Skills
Derivatives, Capital Markets, Business Strategy, Risk Management, Mutual Funds, Asset Management, Financial Modeling, Wealth Management, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Fixed Income, Equities, Strategy, Business Analysis, Financial Analysis, Corporate Finance, Management Consulting, Banking, Hedge Funds, Business Planning, Asset Managment, Business Development
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2010
MBA, MBA
University of Ottawa 2000 — 2004
B COMM, Finance
University of Ottawa
Scotiabank Capital Market Risk Mgmt Technology April 2015 - Present
CIBC Wholesale Banking Technology April 2012 - April 2015
Bank of Montreal August 2011 - March 2012
TD Bank Group December 2006 - August 2011
Sapient Global Markets April 2006 - June 2007
Infosys October 2004 - April 2006
Skills
Business Analysis, Project Management, CRM, Business Process, Requirements Analysis, Team Management, Business Process..., Banking, Capital Markets, Agile Methodologies, SOA, Management, Software Development, SDLC, Solution Architecture, Software Project..., Requirements Gathering
Education
University of Lucknow 2000 — 2004
B. Tech, Electronics and Telecommunication
St Pauls
CIBC December 2013 - Present
Bank of Montreal August 2011 - November 2013
Canada Mortgage and Housing Corporation 2009 - 2011
City of Ottawa 2004 - 2009
Skills
Social Media, Social Networking, Communications Planning, Web Analytics, Blogging, Marketing Management, Analytics, Direct Marketing, Marketing Strategy, Social Media Marketing, Strategy, Digital Marketing, Management, Brand Development, Online Marketing, Email Marketing, Digital Strategy
Education
University of Ottawa / Université d'Ottawa
B-Com, Marketing
Bank of Montreal July 2006 - Present
Skills
Disaster Recovery, ITIL, Active Directory, Incident Management, IT Service Management, DNS, IT Operations, Vendor Management, SharePoint, DHCP, System Administration, Servers, IT Management, Juniper, Windows Server, VPN, VMware, Firewalls, BMC Remedy, Group Policy, Information Technology, SDLC, Windows, Integration, Windows 7, Lotus Notes, Virtualization, SCCM, Blackberry Enterprise..., Switches, Operating Systems, Microsoft Exchange, Cisco Technologies, SCOM, Global..., WAN / LAN / MAN, Windows Server..., DHCP / DNS / IIS /..., Exchange Server, VMM / Hyper-V / Desktop..., Datacards / Aircards /..., Team Leadership
Education
University of Notre Dame
Bachelor's degree in Computer Science, Computer Science
Moneris Solutions December 2000 - Present
Bank of Montreal March 1997 - November 2000
Bank of Montreal November 1994 - February 1997
Skills
Workforce Management, ACD, Telecommunications, CTI, Call Center, Crystal Enterprise, IVR, Call Recording, Telephony, Call Routing, Contact Centre, VoIP, Customer Service, Unified Communications, Unified Messaging, Voice Mail, Administering Cisco..., French, Contact Centers, Call Logging, Credit Cards, Management, Merchant Services, Call Centers, Electronic Payments, Relationship Management
Education
University of Ottawa 1990 — 1994
BComm, Finance, Marketing
Investors Group March 2012 - Present
Bank of Montreal June 2006 - March 2012
BMO BANK OF MONTREAL June 2006 - February 2012
MAGIC'N MOTION September 2001 - August 2011
MAGIC'N MOTION September 2001 - June 2006
Skills
Credit, Cash Management, Financial Planning, Customer Service, Customer Loyalty, Customer Acquisition, Credit Analysis, Credit Risk, Small Business Lending, Banking, Retail Banking, Investments, Wealth Management, Mortgage Lending, Strategic Financial..., Mutual Funds
Education
University of Manitoba 2003 — 2010
Bachelor of Commerce (Honours), Marketing & Small Business
University of Manitoba, Faculty of Management 2003 — 2010
Bachelor of Commerce, 2010
DFATD MAECD September 2014 - Present
Agriculture and Agri-Food Canada March 2008 - August 2014
Bank of Montreal March 2011 - March 2012
Royal LePage November 2007 - August 2008
Enabled Success Inc. May 2007 - December 2007
Skills
Client Services, Organizational..., Financial Analysis, Financial Services, Marketing
Education
University of Ottawa / Université d'Ottawa 2004 — 2009
Bachelor, Commerce
Hawkeye Solutions May 2014 - Present
Freedom 55 Financial January 2005 - March 2011
Oh! Albert Corporation January 2000 - August 2004
NCE Oil & Gas Resources Ltd. January 1997 - January 2000
Bank of Montreal January 1987 - December 1996
Skills
Computer Literate, Excel, PowerPoint, Financial Analysis, Financial Management, Sales Management, Sales Operations, Direct Sales, Options Strategies, Financial Planning, Stockbroking, Stock Picking, Stock Trading, Mutual Funds, Insurance, FCSI
Education
The Canadian Securities Institute 1979 — 1999
CSC - Honours, Canadian Investment Finance 1 & 2, Partners, Directors and Senior Officers Qualifying, Investments
University of Windsor 1984 — 1986
Accounting courses
University of Guelph
B.A, Psychology
BMO Financial Group 2008 - Present
St. Joseph's College 2012 - 2014
Bank of Montreal 1990 - 2008
Skills
Financial Analysis, Leadership, Strategy, Business Development, Portfolio Management
Education
University of Notre Dame 1973 — 1977
Bachelor of Business Administration (BBA), Finance
Bank Of Montreal (BMO Harris Bank) March 2013 - Present
Bank of Montreal January 2012 - Present
Bank of Montreal September 2009 - January 2012
Bank Of Montreal (BMO Harris Bank) July 1989 - October 2009
Skills
Banking, Business Analysis, Risk Management, Vendor Management, IT Strategy, Retail Banking, Relationship Management, ITIL, Program Management, Telecommunications, Change Management, Process Improvement
Education
University of Illinois at Chicago 1981 — 1990
Math & Computer Science
De La Salle Institute 1975 — 1979
Math
Mercer April 2013 - Present
Lake Forest Graduate School of Management September 2006 - December 2013
Discover Financial Services September 2006 - April 2013
Hewitt Associates 1997 - September 2006
Bank of Montreal 1994 - 1997
Harris Bank 1981 - 1994
Skills
Leadership Development, Organizational..., Organizational Design, Talent Management, Employee Engagement, Performance Management, Organizational..., Change Management, Employee Relations, Executive Development, Leadership, Succession Planning, Program Management, Career Development, Coaching, Talent Acquisition, Executive Coaching, Strategy, Human Resources, HR Policies, Recruiting, Management, Employer Branding, Consulting, Workforce Planning, Policy, Onboarding, Mergers & Acquisitions, Diversity & Inclusion, Strategic HR, Workshop Facilitation, Culture Change, Employee Benefits, Deferred Compensation
Education
University of Illinois at Urbana-Champaign 1980 — 1986
Masters & Doctoral Work, Industrial/Organizational Psychology
TD Canada Trust September 2009 - Present
SHI August 2008 - September 2009
SAP Business Objects August 2006 - July 2008
EISI / NaviPlan July 2002 - June 2006
Bank of Montreal June 2001 - June 2002
Education
University of Manitoba 2000 — 2001
MBA, Business
CGA-BC
CGA, Accounting
RST Marketing Communications January 2011 - September 2015
JP Morgan August 2000 - December 2010
The Canadian Payroll Association October 1999 - July 2000
Bank of Montreal 1997 - 1999
Skills
Advertising, Event Management, Budget Management, Marketing Communications, B2B, Marketing Management, Marketing Strategy, Integrated Marketing, Strategic Planning, Product Marketing, Account Management, Project Management, Client Relationship..., Program Development, Campaign Management, Thought Leadership, Editorial Strategy, Strategic Communications, Channel Marketing, Financial Services, Technology, Email Marketing, Content Marketing, CRM, Editorial, Messaging, Public Relations, Press Releases, Management, Digital Media, Market Planning, Direct Marketing, Corporate Communications
Education
University of Manitoba
B.A., English, Psychology
Greenwich Associates July 2009 - Present
Lexford Capital International LLC 2002 - June 2011
European Bank for Reconstruction and Development 1995 - 2001
Price Waterhouse January 1993 - January 1995
Kansallis-Osake-Pankki January 1989 - January 1992
Irving Trust/Bank of New York January 1987 - January 1989
Bank of Montreal January 1984 - January 1987
New Hampshire House of Representatives 1976 - 1980
Skills
Financial Services, Mergers, Venture Capital, Investments, Management, Strategic Planning, Investment Banking, Start-ups, Leadership, Equities, Emerging Markets, Business Development, Business Strategy, Finance, Project Finance, Banking, Management Consulting, Executive Management, Corporate Finance, Structured Finance, Strategy, Entrepreneurship, Valuation, Portfolio Management, Financial Modeling, Due Diligence, Private Equity, Mergers & Acquisitions, Asset Management, Capital Markets, Restructuring, Corporate Development, Financial Analysis, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance, International Business
University of New Hampshire - Whittemore School of Business and Economics 1974 — 1978
BA, Economics
University of Salzburg, Austria 1975 — 1976
Economics; German
Choate School 1970 — 1973
Cor Tech Group US LLC April 2009 - Present
Bank of Montreal 2008 - 2009
University of Guelph 2006 - 2008
Fairmont Hotels and Resorts 2006 - 2006
Skills
Customer Service, Management, Logistics, Operations Management, Customer Satisfaction, Inventory Management, Teamwork, Food & Beverage, Data Analysis, Team Management
Education
University of Guelph 2004 — 2008
Bachelor of Commerce
University of Guelph 2004 — 2008
Bachelor of Commerce (B.Com.)
BMO Financial Group June 2014 - Present
Bank of Montreal June 2011 - June 2014
Polaris Software Lab Canada Inc December 2006 - December 2011
TD Bank Group 2009 - 2011
Verinon Technology Solutions April 2005 - November 2006
ReadyTestGo February 2004 - April 2005
Netvision CyberTech June 2002 - February 2004
Skills
Performance Testing, Performance Test..., Quality Assurance, Test Management, Quality Center, Performence Center, Performance Modelling, Application Workload..., Capacity Planning, Applicatio Performance..., Application Performance..., Performance Center Of..., Test Strategy, Performance Tuning, Test Automation, SOA, Requirements Analysis, Weblogic, Business Analysis, Websphere, Testing, Manual Testing, SDLC, DB2, LoadRunner, Performance Engineering, QTP, IT Service Management, Test Planning, Software Project..., Agile Methodologies, Software Quality..., System Testing, Unix, Regression Testing, PL/SQL, Test Cases, Oracle, Scrum, Enterprise Software, HP QTP
Education
University of Madras 1999 — 2002
Engineering, Computer Science
Vijnana Vihara Residential School 1989 — 1994
Bank of Montreal May 2015 - Present
TD Bank Group August 2010 - August 2014
TD Canada Trust August 2010 - August 2014
RBC Financial Group April 2004 - August 2010
Skills
Coaching, Small Business, Project Management, Business Analysis, Account Management, Team Leadership, Financial Services, Mortgage Lending, Strategic Planning, Banking, Credit, Risk Management, Financial Analysis
Education
University of Ottawa / Université d'Ottawa 1986 — 1991
Bachelors of Social Science, Criminology
BMO Financial Group April 2014 - Present
BMO Financial Group August 2013 - April 2014
BMO Financial Group September 2012 - April 2014
Bank of Montreal April 2011 - August 2012
Fossil September 2010 - December 2010
Levi Strauss & Co. November 2007 - November 2010
City of Toronto June 2003 - August 2010
Skills
Customer Service, Banking, Staff Development, Cantonese, Retail, Teamwork, Outlook, PowerPoint, Microsoft Excel, Access, Microsoft Word, Data Analysis, Microsoft Office, Event Planning, Financial Analysis, Marketing Research, Social Media, Adobe Creative Suite, Time Management, English
Education
University of Guelph 2006 — 2010
Graduated; Bachelor of Commerce; Graduated, Management of Economics in Industry & Finance
GHE Consulting 2000 - Present
Bank of Montreal 1980 - 2000
Falconbridge 1969 - 1979
Giant Yellowknife Gold Mines 1957 - 1970
Education
University of Toronto 1975 — 1977
Master of Business Administration, Mineral Economics
Leeds University 1954 — 1957
B.Sc., Mining and Mineral Engineering
Renaissance Studio, Ltd. November 2012 - Present
America 2.0 Foundation June 2012 - Present
Renaissance Partners, LLC November 2006 - Present
Bank of Montreal May 1991 - October 2006
Skills
Investments, Valuation, Corporate Finance, Private Equity, Capital Markets, Strategy, Financial Modeling, Management, Finance, Investment Banking, Due Diligence, Venture Capital, Mergers & Acquisitions, Equities, Portfolio Management
Education
University of Houston 1984 — 1984
BBA, FINANCE
Stella & Dot November 2011 - Present
Bank of Montreal January 2011 - Present
Starbucks March 2008 - March 2010
Education
University of Ottawa / Université d'Ottawa 2011 — 2015
Algonquin College of Applied Arts and Technology 2010 — 2010
Certificate, Baking and Pastry Arts
Scotiabank January 2012 - Present
Rogers Communications March 2009 - January 2012
Bank of Montreal October 1999 - November 2008
IGT 1993 - 1999
Skills
ITIL, Active Directory, Oracle, Disaster Recovery, VMware, Information Technology, Microsoft SQL Server, Enterprise Architecture, Virtualization, SDLC, VMware ESX, Vendor Management, Integration, DNS, IT Service Management, System Deployment, IT Management, Servers, Solaris
Education
University of Nevada-Reno 1993 — 1998
Degree
Truckee Meadows Community College 1993 — 1995
Associate, Electronic Technology
Bogra Coronation Institution 1975 — 1979
Ontario Teachers' Pension Plan September 2009 - Present
Bank of Montreal September 2002 - September 2009
TD Bank Group April 1997 - September 2002
RBC April 1994 - March 1997
Skills
Financial Engineering, Risk Management, Analysis, Derivatives, Bloomberg, Credit Derivatives, Financial Modeling, Rates, Team Leadership, Commodity, Project Management, Capital Markets, Options, Fixed Income
Education
St.Patrick's College Jaffna
University of Jaffna
B.Sc, Math, Physics
Bank of Montreal January 2015 - Present
Bank of Montreal December 2011 - Present
CIBC Telephone Banking April 2010 - December 2011
Terra Greenhouses September 2010 - March 2011
American Express February 2006 - May 2009
Citigroup March 2004 - February 2006
CIBC Mortgages 2003 - 2004
CIBC/President's Choice Financial 2000 - 2003
CIBC 2000 - 2002
Skills
Call Center, Customer Experience, Workforce Management, Change Management, Performance Management, Process Improvement, Strategic Planning, Coaching, Banking, Team Leadership, Credit, Relationship Management, Team Building, Credit Cards, Call Centers, Customer Service, Leadership, Management, CRM, Sales
Education
York University - Schulich School of Business 1997 — 1999
MBA, Strategic Planning / Organizational Behaviour
University of Guelph 1988 — 1993
BSc, Psychology
Bank of Montreal February 2011 - Present
IBM 2005 - 2010
Sun Life Financial 2004 - 2004
Rad-Logic Inc. 2002 - 2004
Transamerica Life Insurance Company 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 2001 - 2001
Manulife Financial 2000 - 2001
Preferred Benefits Alliance Inc. 1997 - 1999
CIBC Insurance 1993 - 1997
Royco Inc. 1993 - 1993
Skills
Program Management, Business Process, PMO, Team Leadership, SDLC, PMP, Financial Services, Projects, Project Management, Governance, Software Development, Quality Assurance, Analysis, Management, Leadership, Business Analysis, Business Transformation, Agile Methodologies, Integration, Project Portfolio..., IT Strategy, Testing, Requirements Gathering, Business Requirements, Project Delivery, Consulting
Education
University of London
MSc, Computer Science
University of Portsmouth
Bachelor of Science (BSc), Computer Science
Desjardins May 2010 - Present
BMO Financial Group 2004 - 2009
BMO Financial Group 1998 - 2004
Bank of Montreal 1993 - 1998
Bazin, Dumas, Dupré, Sormany, Communicateurs conseils 1989 - 1993
Skills
Internal Communications, Strategic Communications, Public Relations, Marketing Communications, Media Relations, Social Media, French, Event Management, Press Releases, Event Planning, Editing, Strategic Planning, Communications Planning, Social Media Marketing, Marketing Strategy, Marketing, Copy Editing, Crisis Communications, Journalism, Relations publiques
Education
Université d'Ottawa 1980 — 1983
BAC ès arts, Communications
AGF Management Limited June 2010 - Present
AGF Management Limited September 2008 - June 2010
BMO Mutual Funds January 2007 - September 2008
BMO Nesbitt Burns February 2005 - January 2007
MRS Inc. August 2004 - February 2005
Bank of Montreal 2001 - 2001
Skills
Mutual Funds, Financial Services, Strategy, FATCA, Financial Risk, Project Management, Leadership, Registered Plans, Compliance, Risk Management
Education
University of Nottingham 2002 — 2003
BBA, Exchange Program
University of Toronto 1999 — 2002
BBA, Specialist in Management, Finance Stream
City of Toronto December 2014 - Present
City Of Guelph January 2014 - December 2014
Medical Transportation Services March 2013 - March 2014
Team-1 Academy July 2012 - August 2013
CIBC World Markets March 2010 - June 2012
RBC - Canada October 2006 - September 2009
RBC Dexia Investor Services 2005 - 2006
Bank of Montreal January 2001 - February 2004
Bank of Montreal September 1998 - December 2000
Bank of Montreal September 1997 - August 1998
Skills
Public Safety, Disaster Response, Customer Service, Emergency Services, Life Safety, Rescue, Hazardous Materials, First Aid, Fire Protection, FX Options, Trading, Options, Organizational Agility, Emerging Markets, New Business Development, Banking, Data Analysis, Emergency Management, FX, Wealth Management, CRM, Business Development, Swaps
Education
Fire and Emergency Training Institute 2012 — 2013
Fire Fighter Diploma
University of Toronto 2009 — 2009
Carbon Finance Certificate
University of Missouri-Columbia, College of Business 1991 — 1996
Bsc.
Bank of Montreal November 2010 - Present
KPMG February 2009 - November 2010
PricewaterhouseCoopers January 2001 - February 2009
N C Rajagopal & Co 1995 - 2000
Education
American Institute of Certified Public Accountants
CPA
Institute of Chartered Accountants of India
CA
Institute of Chartered Accountants of Ontario
CA
University of Madras
BSc, Physics
KeyBank 2012 - Present
Bank of Montreal 2003 - 2012
Skills
Treasury, Fixed Income, CDS, Capital Markets, Equities, Derivatives, Asset Management, Bloomberg, Credit
Education
University of Illinois at Urbana-Champaign 1998 — 2003
BA, Finance
Wheaton Warrenville South High School 1994 — 1998
RBC March 2015 - Present
BMO Financial Group February 2014 - Present
Bank of Montreal February 2012 - February 2014
Sephora, Mississauga November 2008 - January 2012
Skills
Customer Experience, Customer Service, Retail, Time Management
Education
Humber Institute of Advanced Learning 2006 — 2010
Diploma, Law Administration
University of Guelph 2006 — 2010
Honours Bachelor of Applied Science, Justice Studies
TD Banking and Financial Group April 2014 - Present
RBC Capital Markets November 2013 - April 2014
Scotia Capital January 2013 - November 2013
Bank of Montreal March 2007 - September 2012
Loblaw Companies Limited November 2000 - March 2007
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Trading Systems, MUREX, FX Trading, Equity Trading, Derivatives, Regulatory Reporting, Options, Precious Metals, FX Options, FX Derivatives, Business Requirements, Functional..., User Acceptance Testing, Wall Street Systems, Business Systems..., Capital Markets, Market Risk, Equity Derivatives, Electronic Trading, Sybase, SQL, Oracle
Education
Bombay University
B.Com, Commerce
Boston Institute
ACD, Computer Science
Thermo Fisher Scientific May 2012 - Present
Public Works Government Service Canada February 2012 - March 2012
Bank of Montreal April 2011 - February 2012
Department of National Defense - Canadian Forces December 2007 - October 2010
Industry Canada / Industrie Canada March 2007 - September 2007
CIBC Customer Information Services January 2004 - January 2007
George Brown College Continuing Education May 2005 - December 2006
Web Site Company May 2003 - December 2003
SunLife May 1998 - May 2003
Sun Life Trust, Toronto January 1996 - April 1998
Skills
COBOL, ASSEMBLER, CICS,..., JCL, PROC, Sync-sort,..., TSO, ISPF, CLIST, REXX,..., Change Management and..., CA-Platinum
Education
University of Toronto 1981 — 1987
Doctor of Philosophy, (PhD), Physical Chemistry
University of Toronto 1976 — 1980
Bachelor of Science, B.Sc, Chemical Physics & Applied Math
University of Ottawa
Electrical Engineering, Engineering in progress
none 1995 - Present
Bank of Montreal December 1959 - December 1995
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Management, Leadership, Public Speaking, Sales, Team Building, Banking, Coaching, Strategic Planning, Team Leadership
Education
University of Ottawa / Université d'Ottawa
Fellow of the Institute of Canadian Banking, Professional Program, with Honours, Banking and Financial Support Services
Buffalo Wild Wings May 2014 - Present
Revenue Management Solutions June 2012 - May 2014
University of Guelph September 2010 - June 2012
Bank of Montreal December 2008 - August 2010
Skills
Data Analysis, R, Statistics, Statistical Modeling, Quantitative Analytics, Stata, Economics, Economic Research, Time Series Analysis, Econometrics
Education
University of Guelph 2010 — 2012
Master of Science (MSc), Food, Agriculture and Resource Economics
Yale University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Bank of Montreal May 2010 - August 2011
Mosaic Sales Solutions May 2009 - August 2009
Skills
Marketing Strategy, Customer Service, Coordination, Microsoft Office, Events, Leadership, Teamwork, Marketing Research, Outsourcing, Organization, Business Objects, Problem Solving, Strategic Planning, Corporate Social..., Sustainability, Time Management
Education
University of Guelph 2008 — 2013
Bachelor of Commerce (BCom), Honours, Marketing Management
ESCEM School of Business 2012 — 2012
Advanced Certificate in Marketing Management
INTRIA 2013 - 2013
Bank of Montreal October 2011 - January 2012
Symcor July 2008 - September 2011
Symcor Inc July 2008 - September 2011
AIM Trimark Investments May 2006 - February 2008
AIM Trimark Investments 2006 - 2008
AIM Trimark Investments February 2005 - April 2006
IFDS August 1998 - September 2003
Education
Information Technology Institute 1997 — 1998
Postgraduate Diploma, Information Technology
University of Leeds 1992 — 1995
B.Sc. (Hons) Fuel &Combustion Science
RBC Investor Services August 2010 - March 2013
Fidelity Investments August 2000 - September 2009
Fidelity Investments September 1998 - August 2000
Fidelity Investments January 1998 - August 1998
Bank of Montreal March 1997 - December 1997
Bank of Montreal 1994 - 1997
Skills
Retirement, Mutual Funds, Software Documentation, Pensions, Analysis, Business Requirements, Coaching, Customer Service, Financial Services, Integration, Investments, Project Management, Project Planning, Securities, Training, Management
Education
University of Guelph
Animal Science
Petroleum Women of Perth June 2012 - February 2013
The University of Texas Health Science Center at Houston January 2004 - June 2008
Pregnancy Help Center of West Houston November 1998 - October 2002
Accenture April 1994 - November 1998
Accenture September 1987 - April 1994
RTK and Associates June 1985 - September 1987
Bank of Montreal May 1983 - June 1985
Bretzel Foods May 1980 - May 1983
Skills
Reporting & Analysis, Instructional Technology, Organization, Microsoft Technologies, Financial Reporting, Curriculum Development, Adult Education, Higher Education, Teaching, Instructional Design, Office Administration, Retail Category..., Writing, Nonprofits, Curriculum Design
Education
University of Houston 2005 — 2008
M.Ed, Education
University of Southern California 1974 — 1978
B.A., French, Humanities
Bank of Montreal June 2012 - Present
Bank of Montreal December 2010 - June 2012
Kidea Consultant Inc. November 2009 - June 2012
IBM Canada Ltd. 1989 - 1994
Skills
Business Analysis, SQL, Configuration Management, Agile Methodologies, Requirements Analysis, ClearCase, Software Development, SDLC, Solaris, Testing, ITIL, Enterprise Architecture, Software Project..., Vendor Management, Unix, Integration, IT Strategy
Education
University of Ottawa / Université d'Ottawa 1986 — 1998
Master, Distributed Computing
University of Windsor 1982 — 1986
Computer Science, Honour
Bank of Montreal March 2012 - Present
Bank of Montreal December 2007 - February 2012
Bank of Montreal November 2005 - December 2007
Skills
Commercial Banking, Retail Banking, Mortgage Lending, Coaching, Financial Analysis, Financial Services, Banking, Portfolio Management, Cash Management, Relationship Management, Wealth Management, Lines Of Credit, Strategic Financial..., Mutual Funds, Investments, Risk Management, Consumer Lending, Corporate Finance, Capital Markets, Finance
Education
University of Ottawa 2001 — 2005
B. Comm, Business
we2o April 2014 - Present
Third Core Venture Expansion Partners July 2013 - February 2015
Couch & Associates, Inc. July 2013 - February 2015
Espresso Capital Partners July 2013 - October 2013
Scotiabank February 2010 - February 2013
Bank of Montreal June 2007 - January 2010
Skills
Business Development, Portfolio Management, Financial Services, Start-ups, Wealth Management, Finance, Entrepreneurship
Education
CFA Institute
University of Ottawa / Université d'Ottawa 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Microsoft July 2011 - April 2013
Fenwal, Inc. October 2009 - July 2011
Hospira March 2005 - October 2009
Bank of Montreal 1996 - 1998
Skills
SDLC, Hyper-V, Microsoft Exchange, VMware, Active Directory, FIM, PKI, Windows Server, Powershell, System Center Products, MIIS, ILM 2007
Education
Bishop McNamara High School 1984 — 1987
HS, High School
University of Illinois at Chicago
Air Canada August 2015 - Present
The Bank of Nova Scotia February 2006 - July 2015
TSCC 1961 December 2008 - January 2015
Bank of Montreal January 2000 - February 2006
Royal Bank of Canada July 1999 - October 1999
Ministry of the Attorney General (Crown Law Office, Civil) July 1998 - August 1999
Royal Bank of Canada April 1994 - June 1995
Royal Bank of Canada May 1993 - April 1994
Royal Bank of Canada September 1990 - May 1993
Skills
Privacy, Retail, Internet Banking, Cash Management, Banking, E-commerce, Privacy Law, Commercial Banking, Product Development, Mobile Payments, Payment Industry, Electronic Payments, Anti Money Laundering, Anti-spam, Credit Cards, Lines Of Credit, Debit Cards, Corporate Law, Marketing, Advertising, Risk Management, Credit, Corporate Finance, Securities, Retail Banking, Financial Services, Management, Strategy
Education
University of Ottawa 1995 — 1998
LL.B., French Common Law Program
Collège Universitaire de St. Boniface 1982 — 1984
Diploma, Business Administration (majored in accounting and finance)
Oak Circle Capital Partners March 2014 - Present
Swiss Re January 2008 - 2013
Stanfield Global Strategies/Ceres Capital September 2003 - December 2007
Bank of Montreal January 1992 - July 2003
Skills
Capital Markets, Fixed Income, Investments, Corporate Finance, Equities, Financial Modeling, Portfolio Management, Valuation, Derivatives, Capital, Investment Banking, Structured Finance, Hedge Funds, Financial Structuring, Risk Management, Trading, Asset Management, Securities, Bonds, Finance, Private Equity, Mergers & Acquisitions, Emerging Markets, Due Diligence, Financial Risk, Alternative Investments
Education
University of New Brunswick 1983 — 1991
Loyola 1975 — 1978
Stanstead College
TK Financial Group March 2014 - October 2015
Senators Sports & Entertainment August 2005 - January 2014
Bank of Montreal December 1999 - August 2005
Skills
Sales, Business Development, Relationship Management, Account Management, Customer Service, Management, Sponsorship, Entrepreneurship, New Business Development, Risk Management, Insurance, Estate Planning, Succession Planning, Critical Illness..., Disability Insurance, Charitable Giving, Charitable Gift Planning
Education
University of New Brunswick 1995 — 1999
BBA, Economics, Dean's List 1999
System Integrity January 1994 - Present
Various Public and Private companies 1983 - Present
in Europe and North America February 1994 - 2013
International System Security Association January 2005 - 2012
TWiki.org 2000 - November 2008
Bank of Montreal 2005 - 2006
Rogers Communications 2004 - 2005
Various Internet startups 1985 - January 2000
Bank of Montreal, Internal Audit - IT 1997 - 1999
Bank of Montreal, Internal Audit IS, and IT 1997 - 1999
Skills
Integrity, IT Governance, Security Audits, Interviewing Skills, Writing, SIEM, Change Management, Business Process..., ISO 27001, IT Operations, Policies and Procedure..., Network Security, Network Architecture, Incident Response, UNIX & Linux..., Mentoring, Application Security, PIPEDA, Security, Risk Management, CISA, IT Audit, Information Security..., Information Security..., CISSP, Compliance Management, Security Management, Security Assessments, Internal Audit, Compliance Audits, IT Strategy, GRC, Compliance, Information Security, COBIT, Governance, Disaster Recovery, Incident Management, Sarbanes-Oxley Act, PCI DSS, Vulnerability Assessment, Computer Security, Web Site Design, Vulnerability Management, Firewalls, Security Awareness, Information Technology, Security Policy, Data Security, Computer Forensics
Education
International Information Systems Security Certification Consortium (ISC2) 1997 — 2013
CISSP, Certified Information Systems Security Professional, Information System Security
University of Kent 1973 — 1978
B.Sc. (Hons), Electronics, Honours Degree
GE Capital September 2012 - Present
Royal Bank of Scotland April 2011 - July 2012
Royal Bank of Scotland February 2010 - March 2011
ABN AMRO NV April 2009 - February 2010
ABN AMRO September 2006 - April 2009
ABN AMRO November 2005 - September 2006
TEKSystems March 2004 - November 2005
Alder Solutions June 2003 - June 2004
Bank of Montreal November 2000 - 2003
Mercantec, Inc. April 1999 - October 2000
Skills
Information Security, Security, Network Security, Firewalls, Computer Security, Information Technology, Information Security..., VPN, Unix, CISSP, Windows Server, Network Administration, Business Continuity, Servers, Disaster Recovery, Active Directory, Windows, CISM, CISA, Banking, CRISC, Penetration Testing, Solaris, Critical Thinking, Information Security..., Identity Management, Access Control, IT Governance
Education
University of Illinois at Urbana-Champaign 1981 — 1984
Bachelor of Science (B.S.), Chemical Engineering
University of Illinois at Urbana-Champaign 1979 — 1982
MBA, Management Information Systems
University of Illinois at Urbana-Champaign 1975 — 1979
B.S., Chemical Engineering
Valmeyer High School 1971 — 1975
Sandstone Solutions Group Inc. September 2012 - Present
Resources Global Professionals May 2005 - August 2012
Thorek/Scott and Partners October 2004 - April 2005
EdgeStone Capital Partners July 2002 - October 2004
Merrill Lynch HSBC October 2000 - June 2002
TD Securities March 1997 - October 2000
Bank of Montreal 1996 - 1997
Canadian Investor Protection Fund April 1994 - 1996
Price Waterhouse June 1991 - April 1994
Skills
Executive Search, Talent Acquisition, Financial Reporting, Financial Analysis, Internal Controls, Management, Recruiting, Finance, Team Management, Management Consulting
Education
University of Ottawa / Université d'Ottawa 1987 — 1991
Bachelor of Commerce
Melaleuca:The Wellness Company August 2010 - Present
Harvest Community Bible Church August 2007 - Present
ACN September 2008 - September 2010
Hidden Villa Ranch November 2008 - May 2009
The Capital Group of Companies May 2007 - July 2008
Payden & Rygel May 2003 - October 2006
Wedbush Morgan Securities October 1999 - April 2003
Bank of Montreal May 1995 - June 1999
Deloitte June 1986 - July 1994
Skills
Public Speaking, Strategic Planning, Microsoft Office, Marketing, Customer Service, Nonprofits, Leadership, Microsoft Excel, Social Networking, PowerPoint, Public Relations, Microsoft Word, Project Management, Social Media, Healthcare, Event Management, Talent Management, Program Management, Talent Acquisition
Education
University of La Verne 2005 — 2007
BS
University of the Philippines 1973 — 1979
AB
Stella Maris College
Ipswitch, Inc. - WhatsUp Gold April 2010 - Present
IBM Internet Security Systems July 2000 - March 2010
Bank of Montreal June 1998 - September 1998
Skills
C#, InstallShield, C++, Windows, SQL, Microsoft SQL Server, IIS, Networking, System Architecture, Jenkins
Education
University of Guelph 1996 — 2000
Bachelor of Science, Major: Computer Science, Minor: Physics
Accenture July 2015 - Present
PwC March 2011 - July 2015
Accenture August 2008 - March 2011
Bank of Montreal January 1999 - May 2005
Skills
Cybersecurity, Information Security, Information Security..., IT Audit, PCI DSS, Computer Security, CISSP, Consulting, Management, CISA, Governance, IT Strategy, Enterprise Risk..., Application Security, ISO 27001, Vulnerability Management, SAS70, Vulnerability Assessment, Sarbanes-Oxley Act, Process Improvement, Security Architecture..., IT Management, COBIT, Business Process..., Disaster Recovery, Security, ITIL, Cloud Computing, Identity Management
Education
University of New Brunswick 1994 — 1999
Bachelor of Science (B.Sc.), Computer Science
Bank of Montreal May 2015 - Present
Bank of Montreal March 2013 - May 2015
Bank of Montreal February 2011 - March 2013
Bank of Montreal September 2010 - February 2011
McKinsey & Company August 2008 - June 2010
BMO Financial Group 2007 - 2007
Los Alamos Laboratory 2002 - 2006
Skills
Strategy, Leadership, Consulting, Business Development, Project Management, Predictive Analytics, Product Management, Pricing Strategy, Analytics, Business Strategy, Financial Modeling, Management, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
University of Oxford 1998 — 2002
PhD, Physics
University of Oxford 1994 — 1998
MPhys, Physics
Scotiabank January 2011 - Present
Scotiabank January 2000 - December 2010
Bank of Montreal September 1976 - January 2000
Canadian Industries Ltd (CIL) January 1974 - September 1976
Procter & Gamble Ltd (UK) September 1968 - December 1973
Skills
Risk Management, Information Security..., Governance, SDLC, CISA, Banking, Business Analysis, Change Management, IT Audit, Information Security, PMO, Business Process..., IT Operations, IT Strategy, Security
Education
University of Oxford 1964 — 1968
BA, MA, Modern Languages (German, Russian)
Bank of Montreal January 2014 - Present
Invitely Inc./Wadetech November 2009 - December 2013
Allstream Unified Communications 2006 - November 2009
Web Impact Inc. 2005 - 2006
VKI Studios 2004 - 2005
Skills
Struts, AJAX, Servlets, JSP, JSTL, JavaScript, Java, HTML, iBatis, CSS, Eclipse, Hibernate, SQL, Web Services, J2EE, JDBC, Subversion, Tomcat, SOAP, XHTML, DB2, MySQL, REST, Java Enterprise Edition, JSON, Log4j, JAXB, Software Project..., Agile Methodologies, Software Development, Web Development, XML, Microsoft SQL Server
Education
University of Oregon
BSc
Duboff Edwards Haight & Schachter 1989 - Present
Bank of Montreal 1979 - 1984
Skills
Leadership, Mergers & Acquisitions, Start-ups, Strategic Planning, Entrepreneurship, Contract Negotiation, Negotiation, Estate Planning, Marketing Strategy, New Business Development, Business Strategy, Business Planning, Public Speaking, Investments, Real Estate, Small Business, Social Media, Marketing Communications, Coaching, Due Diligence, Management
Education
University of Manitoba 1977 — 1985
Bachelor of Laws (LLB)
Green Plains Renewable Energy February 2012 - Present
Optim Energy May 2008 - November 2011
PNM May 2007 - May 2008
Fortis Energy Marketing and Trading 2005 - 2007
TXU Energy 2000 - 2005
bank of montreal 1997 - 2000
Skills
Energy, Commodity Markets, Risk Management, Forecasting, Commodity, Hedging, Energy Markets, Financial Modeling, Natural Gas, Risk Analysis, Quantitative Analytics, Portfolio Management, Analysis, Market Risk, Analytics, Electricity Markets, Commodity Risk..., Options, Trading, Financial Structuring, Derivatives, Valuation, Renewable Energy, Enterprise Risk..., Financial Risk
Education
University of Guelph 1990 — 1997
BMO Financial Group June 2014 - Present
Bank of Montreal May 2011 - June 2014
Bank of Montreal September 2009 - May 2011
Walter Tools 2005 - 2006
Mahindra & Mahindra 2002 - 2004
Skills
Business Strategy, Financial Modeling, Equity Derivatives, Management Consulting, Strategic Planning, Risk Management, Market Risk, Project Management, Business Analysis, Strategy, Financial Analysis, Banking, Portfolio Management, Derivatives, Valuation
Education
York University - Schulich School of Business 2007 — 2008
Master's Degree, Business Administration and Management, General
University of Mumbai 1998 — 2002
Bachelor of Engineering (B.E.)
Bank of Montreal August 2004 - Present
Fitch Ratings January 1997 - June 2004
Skills
Credit, Finance, Structured Finance, ABS, Capital Markets, Residential Mortgages, Fixed Income, Emerging Markets, Investment Banking, Portfolio Management, Financial Structuring, Securitization
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
University of Notre Dame 1986 — 1990
BBA, Finance
International Association of Insurance Supervisors February 2010 - April 2013
Office of the Superintendent of Financial Institutions of Canada 1988 - 2010
Bank of Montreal 1985 - 1987
Skills
Policy, Government, Project Management
Education
University of Ottawa 2006 — 2008
MBA
Bank of Montreal February 2012 - Present
BMO Financial Group February 2010 - February 2012
Generation5 2008 - 2010
CBS Jerusalem December 2004 - August 2008
Skills
Statistics, SAS, Data Mining, Data Analysis, SQL, SQL Server, Analytics, Excel, Predictive Modeling, Databases, Predictive Analytics, Statistical Modeling, Microsoft SQL Server, Regression Testing
Education
University of Haifa 1998 — 2004
shcool n: 80 1982 — 1992
LINC School
HRI December 2008 - Present
Hun Research April 2008 - November 2008
Breakwater/PEAK6 September 2006 - April 2008
H. Roark Investments, LLC July 2004 - August 2006
ABN AMRO April 1997 - July 2004
Bank of Montreal August 1996 - April 1997
First National Bank of Chicago (now JPMorgan Chase) August 1992 - August 1996
Lehman Brothers August 1991 - August 1992
Skills
Trading, Proprietary Trading, Derivatives, Structured Products, Trading Systems, Market Making, Volatility, Statistical Arbitrage, Options, Equities, Quantitative Investing, Rates, Fixed Income, Financial Risk, Hedging, Risk Management, Electronic Trading, Equity Derivatives, Trading Strategies, FX Options, Commodity, Financial Markets, Hedge Funds, Capital Markets, Currency, Technical Analysis, Quantitative Finance, Global Macro, FX trading, ETFs, Bonds, Bloomberg, Equity Trading, Securities, Swaps, Market Risk, Alternative Investments, Quantitative Analytics, Portfolio Management, Foreign Exchange, Credit Derivatives, High Frequency Trading, Options Strategies, Market Data, Interest Rate..., Equity Research, Commodity Markets, Arbitrage, Low Latency, Financial Engineering
Education
The University of Chicago 1985 — 1988
MBA, Finance and Statistics
University of Notre Dame 1981 — 1985
BA, Summa Cum Laude, Economics
HSBC Commercial Banking November 2014 - Present
HSBC March 2014 - Present
Hilary Weaver Entertainment November 2007 - Present
ADR Chambers Banking Ombuds Office July 2013 - February 2014
HSBC June 2013 - February 2014
The Equitable Trust Company May 2011 - April 2013
Chartis Insurance October 2007 - March 2011
Bank of Montreal February 2007 - October 2007
Dundee Wealth Bank January 2005 - November 2006
TD Bank 2003 - 2005
Skills
Compliance, Privacy, Financial Services..., Risk Management, Corporate Governance, Banking, Governance, Licensing, Risk Assessment, Operational Risk..., Insurance, Contract Negotiation, Enterprise Risk..., Legal, Privacy Law, Financial Risk, Policy, AML, Management, Mergers & Acquisitions, Financial Services, Strategy, Due Diligence, Training, Legal Writing, Internal Audit, Financial Regulation, Business Strategy, Start-ups, Business Process, Project Management, Analysis, Executive Management, Strategic Planning, Negotiation
Education
University of Ottawa 1981 — 1984
LLB, Law
Baeyerische Maximilius Universitaet 1977 — 1978
year abroad, German
University of Toronto 1974 — 1977
BA, French, German and Italian
Bank of Montreal April 2010 - Present
Education
University of New Brunswick 2005 — 2008
Master of Business Administration (M.B.A.), Finance
TD February 2015 - Present
TMX Group May 2014 - February 2015
TD June 2012 - May 2014
Bank Of Nova Scotia September 2010 - June 2012
TD Bank Financial Group March 2009 - October 2010
Bank of Montreal July 2008 - March 2009
CGI July 2007 - June 2008
TD Securities 2006 - 2007
Skills
SDLC, PMO, PMP, Vendor Management, Project Portfolio..., Business Analysis, Project Delivery, Business Requirements, Risk Management, Software Project..., Requirements Analysis, Requirements Gathering, Change Management, Resource Management, IT Strategy, Leadership, Business Process, Data Warehousing, Project Management, MS Project, Visio, User Acceptance Testing, Governance, Business Process..., Process Improvement, Business Intelligence, Solution Architecture
Education
University of Jammu 1980 — 1984
M.A., Engish Literature
Project Management Institute
PMP, Project Management
University of Jammu
B. Sc., Biology
BMO Financial Group May 2010 - 2011
Toyota Canada Inc. August 2009 - March 2010
Ministry Health Care November 2008 - March 2009
RBC Royal Bank August 2007 - February 2008
Bank of Montreal January 2006 - May 2007
New Age Technologies September 2003 - October 2005
SOLCORP December 2002 - June 2003
Skills
SDLC, User Acceptance Testing, QTP, Mainframe, Quality Assurance, Testing, Software Quality..., Requirements Analysis, Business Analysis, HP QC, Quality Center, Test Cases, Regression Testing, Test Planning, Unix, Software Documentation, Business Requirements, Data Warehousing, Databases, COBOL
Education
University of Mumbai 1978 — 1981
TD August 2014 - Present
CIBC February 2013 - Present
CIBC February 2013 - Present
Loblaw Companies Limited January 2011 - January 2013
Loblaw Companies Limited 2012 - 2012
Mahindra Satyam December 2005 - April 2011
Bank of Montreal 2011 - 2011
Bank of Montreal 2011 - 2011
Satyam December 2005 - July 2010
Blue Cross Blue Shield of Louisiana 2010 - 2010
Skills
Solution Architecture, Enterprise Architecture, EAI, SharePoint, Business Intelligence, IT Strategy, Requirements Analysis, Integration, Data Warehousing, .NET, Java Enterprise Edition, ITIL, Oracle, Architecture, Quality Assurance, WCF, Pre-sales, Cloud Computing, Business Analysis, Enterprise Software, Architectures
Education
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science
RBC January 2011 - Present
CIBC November 2009 - December 2010
Great-West Life 2009 - 2009
Chase April 2006 - September 2008
Canadian Tire Financial Services January 2005 - March 2006
Bank of Montreal September 2001 - December 2004
CIBC March 1998 - September 2001
RBC Royal Bank 1990 - 1998
RBC Royal Bank 1990 - 1998
Skills
Analytics, Direct Marketing, Marketing, Direct Mail, Mergers & Acquisitions, CRM, Market Research, Marketing Communications, Marketing Strategy, Portfolio Management, Financial Services, Banking, Strategy
Education
University of Liverpool
Master of Business Administration (MBA), Marketing
York University 1985 — 1989
B.Sc, Science
Ricoh Company Ltd. November 2011 - Present
InfoPrint Solutions December 2006 - October 2011
IBM October 2005 - December 2006
IBM July 1998 - October 2005
IBM Canada Ltd. 1997 - 1998
Bank of Montreal 1985 - 1990
Skills
Logistics, Supply Chain Management, Warehousing, Warehousing Operations, Distribution, Inventory Management, Supply Chain, Process Improvement, Project Management, Procurement, Operations Management, Shipping, Transportation, SAP, Vendor Management, ERP, Management, Supply Chain Operations, PMP, Warehouse Management, People Development, Team Leadership, Business Process, Change Management, Leadership, Manufacturing, Customer Satisfaction, Business Process..., Cross-functional Team..., Supply Chain..., Production Planning, Strategic Sourcing, Outsourcing, Purchasing, Forecasting, Continuous Improvement, Supply Management, Logistics Management, Six Sigma, Materials Management, Demand Planning, Project Planning, Operational Excellence, Contract Negotiation, Process Engineering, ISO
Education
University of Liverpool 2014 — 2016
Master of Business Administration (M.B.A.), MBA
Project Management Insitute (PMI) 2012 — 2013
Project Management Professional (PMP), Project Management
Professional Logistics Institute 2004 — 2005
P.Log, Logistics
University of Victoria 1992 — 1996
BA, Political Science and Art History
St. Josephs Morrow Park
St. Rene Goupil
Scotiabank October 2010 - Present
Bank of Montreal March 2010 - October 2010
PNC Bank February 2008 - March 2010
Infosys Technologies Ltd September 2002 - February 2008
Education
University of Madras 1998 — 2002
Bachelor of Engineering
Financial Analysis, Planning, Forecasting March 2014 - Present
CIBC June 2012 - August 2012
Bank of Montreal August 2009 - April 2011
BMO Capital Markets December 2008 - August 2009
State Street July 2007 - August 2008
State Street May 2006 - July 2007
Fidelity Investments 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Banking, Account Reconciliation, Mutual Funds, Equities, Investments, Fixed Income, Team Leadership, Budgeting, Forecasting, Financial Planning, Maintaining Strong..., CRM, Bloomberg, Internal Communications
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Marketing Strategy Accounting
University of Massachusetts at Lowell 2002 — 2005
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.5/4.0
Bank of Montreal January 2014 - Present
Moody's Analytics December 2009 - June 2013
IBM February 2008 - December 2009
BearingPoint September 2004 - February 2008
Skills
Credit Risk, Risk Management, Basel II, Portfolio Management, Economic Capital, Credit policy and..., Operational Risk, Capital Management, Enterprise Risk..., Business Process..., Requirements Analysis
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Master of Business Administration (MBA), Finance, General
Central University of Banking and Finance 1992 — 1995
Master's degree, Finance, General
Scientific Games August 2011 - Present
Scientific Games April 2008 - July 2011
Scientific Games May 2004 - March 2008
Scientific Games June 2002 - April 2004
MTS (Manitoba Telecom Services) January 2001 - March 2002
Pollard Banknote May 1998 - December 2000
Asia Pacific Foundation of Canada August 1994 - May 1998
Manitoba Hydro February 1993 - July 1994
Japan Exchange and Teaching Program(me) (JET) August 1990 - July 1992
Bank of Montreal April 1988 - July 1990
Skills
Product Management, Online Gaming, Product Development, Gaming Industry, Marketing Strategy, Product Marketing, Strategic Planning, Business Strategy, Vendor Management, Market Research, Integrated Marketing, New Business Development, Competitive Analysis, Marketing, Sales Operations, Account Management, Marketing Management, Sales, Strategy, Gambling, Cross-functional Team..., Management, Retail, Strategic Partnerships, Team Building, Business Planning, Marketing Research, Start-ups, Business Development, Marketing Communications, Contract Negotiation, Budgets, Operations Management, Forecasting, Direct Marketing, Program Management
Education
University of Manitoba 1986 — 1990
Bachelor of Commerce (Honours), Marketing
University of Manitoba 1986 — 1990
Bachelor of Commerce (B.Com.), Marketing
Hedges Junior High 1980 — 1983
Bank of Montreal January 2008 - Present
Skills
Requirements Analysis, SDLC, Business Requirements, Business Analysis, Vendor Management, Requirements Gathering, Banking, Risk Management, Credit Cards, Relationship Management, Financial Services, Team Leadership, Management
Education
University of Houston 1994 — 1998
BS, Computer Science
UConn - Stamford Campus August 2010 - Present
Norwalk Community College September 2009 - Present
RBS Card Services (Citizens Bank) 2004 - 2008
People's (United) Bank 1999 - 2004
Oxford Health Plans 1996 - 1998
Congressman Christopher Shays at the U.S. House of Representatives 1991 - 1995
Chase Manhattan Bank 1980 - 1983
Bank of Montreal 1980 - 1983
Aetna Life & Casualty 1977 - 1980
Skills
Coaching, Organizational..., Public Speaking, Leadership Development, Teaching, Management Consulting, Executive Coaching, Career Development..., Multi-Cultural Team..., Business Communications, College Teaching, Business Writing, Team Building..., Group Processes, Time Management, Project Management, Survey Management, Survey Design, Career Skills, Grants, Training Delivery, Internal Communications, Workshop Facilitation, Organizational...
Education
University of Massachusetts, Amherst 1971 — 1972
MEd
Syracuse University (Utica College) 1964 — 1968
BA
Glacier Media Inc. October 2014 - Present
Booking.com May 2013 - October 2014
Booking.com March 2011 - May 2013
Mackenzie Investments August 2008 - March 2011
Bank of Montreal June 2007 - August 2008
Skills
Sales, B2B, Training, Account Management, Business Development, Sales Management, Online Marketing, Marketing Strategy, Marketing, Team Leadership, Sales Operations, Cold Calling, Sales Presentations, Coaching, Value Propositions, Online Advertising, E-commerce, Social Media Marketing, Salesforce.com, Relationship Management, Customer Acquisition, Customer Retention, Communication, Negotiation, Key Account Management, Leadership Development
Education
University of Northern British Columbia 2004 — 2008
Bachelor's Degree, Commerce, Marketing
Bank of Montreal September 2010 - Present
Scotia Capital January 2010 - September 2010
Deutsche Bank September 2007 - October 2009
GlobeOp Financial Services 2005 - 2007
Skills
Capital Markets, Investment Banking
Education
Thakur Institute of Management Research and Studies 2003 — 2005
MBA, Finance
University of Mumbai 2000 — 2003
B COM, Accounting, Economics
HCSC April 2007 - Present
cddc 2001 - Present
Bank of Montreal 2004 - April 2007
FASTSIGNS 2002 - 2004
Skills
SEO, Graphic Design, Web Development, Business Analysis, Requirements Analysis, SharePoint, Email Marketing, Strategic Planning, Social Media, Requirements Gathering, User Interface Design, Change Management, HTML, Web Design, Team Building, Integrated Marketing, User Experience, Digital Marketing, Social Media Marketing, E-commerce, Marketing Strategy, Marketing, Direct Marketing, Cross-functional Team..., Leadership, Management, PMO, Process Improvement, PMP, Project Portfolio..., SDLC, Vendor Management
Education
University of Iowa 1997 — 2001
BA, Communications, Graphic Design
Bank of Montreal April 2013 - Present
General Mills July 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Skills
Private Equity, Finance, LBO, Strategy, Customer Service, Financial Analysis, Public Speaking, Management, Peer Mentoring
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
BMO Financial Group September 2008 - Present
BMO Nesbitt Burns 2006 - Present
BMO Nesbitt Burns 2006 - Present
Bank of Montreal December 1978 - Present
BMO Financial Group 2004 - 2009
Skills
Mortgage Lending, Mortgage, Loans, Credit, Lines Of Credit, Personal Finance, Banking, Risk Management, Relationship Management, Investments, Wealth Management, Residential Mortgages, Retirement Planning, Mutual Funds, Portfolio Management, Consumer Lending, Commercial Banking, Retail Banking, Credit Risk, Financial Advisory, Strategic Financial..., Credit Analysis, Refinance, Commercial Lending, Securities, Financial Services, Capital Markets, Debt Consolidation, Wealth Management..., Financial Risk
Education
University of Ottawa
Business
Bank of Montreal November 2000 - Present
Education
University of Ottawa 1989 — 2004
B.Comm
Anglican Church of Canada May 2013 - Present
Save the Children Canada December 2012 - May 2013
Lutherans Connect.com September 2009 - January 2013
Sirius XM Canada Inc. December 2010 - 2012
Atomic Energy of Canada Limited April 2010 - December 2010
MintoUrban Communities August 2007 - March 2009
Maple Trust Company 2003 - 2005
Bank of Montreal 2001 - 2002
RBC Capital Markets 1998 - 2000
BDO Dunwoody LLP 1996 - 1998
Skills
Auditing, Financial Reporting, SOX, Audit, Volunteer Management, Newsletters, Non-profits, Writing, Internal Controls, Annual Reports, Tax, Risk Assessment, Internal Audit, Research, GAAP, Editing, Accounting, IFRS, Compliance, Blogging, Finance, Forecasting, Journal Entries, External Audit, Analysis, Sarbanes-Oxley Act, Variance Analysis, Consolidation
Education
University of Manitoba 1984 — 1987
B. Comm, Accounting
University of Manitoba 1984 — 1987
Bachelor of Commerce (B.Com.), Hons, Accounting and Finance
University of Manitoba 1976 — 1981
B. Ed., English, Biology
CICA
CA, Chartered Accountant
CRC Whitburn Ltd July 2014 - Present
Moody's KMV January 2006 - January 2008
Bank of Montreal 1984 - 2005
Skills
Portfolio Management, Teaching, Board briefings, Risk planning, Loan Portfolio Analysis, Economic Capital, Risk rating systems, Credit Risk, Risk Assessment, Risk Management, Risk Management Plans, Financial Risk, Analysis, Corporate Finance, Loans, Market Risk, Financial Institutions, Basel II, Fixed Income, Capital Markets, ALM, Derivatives, Enterprise Risk..., Structured Finance, Quantitative Finance, Credit Analysis, Credit Derivatives, Hedge Funds, Financial Modeling, Valuation, Structured Products, Financial Markets, Quantitative Analytics, Bonds, Financial Services, Investment Banking, Asset Management
Education
University of Leeds 1967 — 1970
self employed June 2003 - Present
Perigee Investment Counsel October 1994 - June 2003
Bank of Montreal December 1982 - October 1994
BMO Financial Group 1982 - 1994
Skills
Strategic Planning, Risk Management, Business Strategy, Management Consulting, Portfolio Management, Strategy, New Business Development, Investments, Economics, Mergers & Acquisitions, Business Analysis, International Economics, Financial Analysis, Due Diligence, Corporate Finance
Education
University of Michigan 1965 — 1969
PhD, Economics and Finance
University of Windsor 1961 — 1965
Honours BA, Economics and Political Science
BMO Bank of Montreal April 2015 - Present
BMO August 2012 - April 2015
Bank of Montreal June 2010 - July 2012
Bank of Montreal April 2008 - June 2010
Bank of Montreal September 2006 - March 2008
Skills
Mutual Funds, Retail Banking, Mortgage Lending, Credit, Commercial Banking, Wealth Management, Credit Analysis, Consumer Lending, Strategic Financial..., Investments, Portfolio Management, Residential Mortgages, Retirement Planning, Credit Risk, Risk Management, Insurance, Relationship Management, Financial Analysis, Refinance, Loans, Performance Management, Sales Management, Financial Planning
Education
University of Ottawa / Université d'Ottawa
BSocSc, Economics
Radio College of Canada (RCC)
Computer Network Engineering Technician
Bank of Montreal July 2011 - Present
bank of montreal 2011 - 2013
CGI 2011 - 2013
munich Re April 2010 - July 2011
BMO Capital Markets 2005 - July 2009
Skills
Business Objects, SDLC, Business Analysis, Requirements Analysis, SQL, DB2, Data Warehousing, Software Development, Microsoft SQL Server, Software Project..., VB.NET, C#, Java, JavaScript, Business Intelligence, Systems Analysis, Capital Markets, CMMI, Visio, Banking
Education
University of New Brunswick 1980 — 1984
BSC, Computer Science
Ernst & Young 2005 - 2009
Bayer HealthCare 1999 - 2004
Bayer Healthcare 1999 - 2004
Bayer HealthCare 2000 - 2000
Bayer HealthCare 1999 - 1999
Bank of Montreal 1997 - 1999
Ministry of Health and Long-Term Care 1997 - 1997
Gulf Industrial Investment Co. 1986 - 1996
Education
University of Mumbai 1971 — 1972
Intermediate Arts
Global Corporate Challenge January 2013 - Present
AlertDriving 2009 - 2012
Bank of Montreal 2007 - 2009
Skills
Account Management, Team Leadership, Project Management, Training, Team Building, Operations Management, Sales, Negotiation, Microsoft Excel, Management, Microsoft Office, Business Development, Sales Management, Customer Service, New Business Development, Lead Generation, Solution Selling, B2B, Cold Calling, Leadership, Sales Process, Salesforce.com, Sales Presentations, Strategic Planning, Risk Management, Strategic Partnerships, Direct Sales, Strategy, Employee Engagement, CRM, Time Management, Start-ups, Sales Operations, Business Planning, Coaching, Selling, Key Account Management
Education
University of Guelph 2003 — 2007
B. Comm.
BMO Financial Group September 2013 - Present
Bank of Montreal November 2010 - August 2013
Sears Canada May 2010 - November 2010
Sears Canada November 2007 - May 2010
Geosign February 2007 - October 2007
Skills
PPC, SEM, Google Analytics, Online Marketing, SEO, Omniture, Social Media, Email Marketing, Affiliate Marketing, User Experience, Web Analytics, Online Advertising, Interactive Marketing, Analytics, Lead Generation
Education
University of Guelph 2005 — 2006
MBA
Walgreens March 2014 - Present
J.P. Morgan October 2011 - March 2014
Bank of Montreal July 2010 - September 2011
Procter & Gamble June 2009 - August 2009
Procter & Gamble June 2008 - August 2008
Skills
Credit, Sales, Financial Statement..., Microsoft Excel, Industry Research, Corporate Finance, PowerPoint, Business Objects, Omniture
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance
Loyola Academy 2002 — 2006
Nanyang Technological University - Singapore
Korea University - Seoul
Bank of Montreal September 2009 - Present
BMO Bank of Montreal September 2009 - Present
GE Commercial Finance 2003 - 2009
RBC 2000 - 2009
Skills
Corporate Finance, Capital Markets, Commercial Banking, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Risk Management, Private Equity, Investment Banking, Mergers, Derivatives, Loans, Equities, Commercial Lending, Fixed Income, Mergers & Acquisitions, Financial Structuring, Portfolio Management, Finance, Business Development, Asset Based Lending
Education
University of Ottawa / Université d'Ottawa 1981 — 1985
B. Comm., International Finance
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - August 2015
Bank of Montreal September 2010 - September 2013
Bank of Montreal July 2009 - September 2010
IBEC September 2009 - June 2010
Bank of Ireland Securities Services January 2007 - September 2007
Skills
HR Policies, HR Strategy, Policy, Employee Relations, Employee Engagement, Performance Management, Talent Management, Organizational..., Organizational Design, Change Management, Personnel Management
Education
Higher Education and Training Awards Council (HETAC 2009 — 2010
Diploma, European Employment Law & Industrial Relations
University of Limerick 2004 — 2008
Bach., Business Studies
Alterna Savings July 2004 - Present
Bank of Montreal January 2001 - January 2004
Scotia McLeod January 2000 - January 2001
Toronto Dominion Bank January 1990 - January 2000
Education
University of New Brunswick 1989 — 1994
CGA of Ontario
University of New Brunswick
Bachelor, Business Administration
SLK Solutions, Inc. June 2014 - Present
Vantiv June 2011 - June 2014
Wipro Technologies April 2006 - February 2012
Fifth Third Processing Solution 2010 - 2011
Bank of Montreal December 2007 - June 2009
Fifth Third Bank April 2006 - November 2007
Infintie Computer Solution November 2005 - April 2006
Maples ESM Technologies (MapOptis) 2004 - 2006
Skills
COBOL, DB2, Mainframe, SDLC, CICS, WebSphere Application..., VSAM, Requirements Gathering, Websphere, JCL, Testing
Education
University of Madras 2001 — 2004
Master of Computer Applications (MCA), Computer Science, 79.3
University of Madras 1999 — 2001
Bachelor's degree, Computer Science, 60
Cambridge matriculation higher secondary school 1989 — 1999
High school, Computer Science
quantius April 2015 - Present
Bridging Finance August 2012 - April 2015
Sun Life Financial 2010 - August 2012
Bank of Montreal 2008 - 2010
Bank of Montreal 2006 - 2008
Codex Consulting 1999 - 2000
Skills
Economic Capital, Credit Risk, Basel II, Corporate Lending, Corporate Finance, RAROC, Credit Portfolio..., Portfolio Management, Business Analysis, Underwriting, Loans, Risk Management, Credit Analysis, Financial Risk, Market Risk, Capital Markets, Operational Risk, Financial Modeling, Financial Analysis, Management, Credit
Education
University of Michigan 2002 — 2005
Masters, Industrial Engineering and Financial Engineering
University of Toronto 1998 — 2002
Bachelors of Applied Science, Industrial Engineer
MDHS
Artisan Partners June 2014 - Present
Neuberger Berman March 2007 - June 2014
Midwest Mezzanine Funds (formerly a subsidiary of ABN AMRO) January 2006 - March 2007
Bank of Montreal July 2003 - January 2006
Skills
Financial Modeling, Valuation, Investments, Equities, Due Diligence, Credit Analysis, Securities, Competitive Analysis, Mutual Funds, Finance, Credit, Bonds, Loans, LBO, DCF, Leveraged Finance, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Masters of Business Administration
University of Notre Dame 2000 — 2003
BA, Major in Finance, Minor in Accounting
Bank of Montreal January 2011 - June 2013
Best Western Voyageur Place Hotel May 2009 - January 2011
Four Seasons Hotel Toronto September 2008 - December 2008
Four Seasons Hotel Sydney October 2007 - April 2008
Four Seasons Resort Whistler June 2007 - September 2007
Four Seasons Resort Whistler June 2006 - August 2006
Four Seasons Resort Whistler June 2004 - July 2005
Skills
Front Office, Customer Service, Hospitality, Hotels, Hospitality Management, Hospitality Industry, Customer Satisfaction, Teamwork, Time Management, Microsoft Office, Microsoft Excel, Outlook
Education
Centre for Distance Education 2013 — 2014
General Office Administration Diploma
University of Guelph 2002 — 2007
Bachelor of Commerce, Hospitality and Tourism Management
Huron Heights Secondary School 1997 — 2002
Bank of Montreal January 2011 - November 2011
GGY Inc. - ALM team April 2010 - January 2011
Scotia Capital - Hedge Fund and Structure Finance group June 2007 - October 2007
Education
University of Toronto 2006 — 2009
PhD, Applied Mathematics
University of Ottawa 2004 — 2006
Msc, Applied Mathematics
Harland Veinotte Transport January 2014 - Present
Bank of Montreal November 2010 - January 2014
Bank of Montreal January 2009 - October 2010
Bank of Montreal 2008 - 2008
GoodLife Fitness 2007 - 2007
Skills
Commercial Banking, Lines Of Credit, Commercial Lending, Credit Analysis, Credit Risk, Small Business Lending, Customer Experience, Customer Acquisition, Networking, Financial Services, Portfolio Management, Risk Management, Finance, Financial Analysis, Cash Management
Education
University of Ottawa 2003 — 2007
Bank of Montreal April 1997 - February 2009
London Life September 1996 - April 1997
Education
University of Ottawa 1989 — 1996
M.A., Economics
Bank of Montreal November 2013 - April 2014
BMO Corporate Real Estate June 2012 - October 2013
Colliers-International September 2011 - May 2012
Education
University of Guelph 2003 — 2007
Bachelor of Commerce (B.Com.), Hospitality Administration/Management
Bank of Montreal 2011 - Present
Fubon Bank September 2006 - January 2011
Skills
Portfolio Management, Commercial Banking
Education
University of Manitoba 1982 — 1984
Bachelor of Arts, Economics
Bank of Montreal May 2011 - Present
IFRAMAC Ltd September 2006 - November 2009
Ireland Blyth Limited August 2004 - September 2006
Education
University of Mauritius 1999 — 2003
Bachelor, Agriculture with Business Management
TD Bank Waterhouse Private Investment Counsel Inc. December 2008 - Present
TD Bank Group January 1998 - December 2008
Bank of Montreal June 1996 - January 1998
Bank of Montreal September 1992 - June 1996
Bank of Montreal January 1984 - September 1992
Education
CFA Instititute 1990 — 1993
Chartered Financial Analyst
University of Manitoba 1979 — 1983
Bachelor of Commerce (B.Comm) Honours, Finance, Dean's Honours
Sino-Can Accounting and Business Solutions January 2012 - Present
Bank of Montreal June 1999 - December 2011
AIG January 1994 - July 1997
Skills
Multicultural Marketing, Project Management, Event Management, Market Research, Product Marketing, Direct Marketing, Mandarin, Cantonese, Sales Management, Call Centers, Operations Management, Program Management, Marketing Strategy, Ethnic Media, Financial Services, Health Insurance, General Insurance
Education
University of Houston
BBA, Finance, General
Bank of Montreal January 2013 - Present
Bank of Montreal September 1985 - July 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Banking, Investments, Performance Management, Mortgage Lending, Team Building, Coaching, Employee Engagement, Commercial Banking, Consumer Lending, Retail Banking, Credit, Strategic Financial..., Change Management, Loans, Credit Analysis, Credit Risk, Relationship Management, Commercial Lending, Mutual Funds, Residential Mortgages, Small Business Lending, Wealth Management, Lines Of Credit, Refinance, Financial Services, Workshop Facilitation, Training Delivery, Employee Training, Career Development, Organizational..., Onboarding
Education
University of St Francis Xavier 2011 — 2012
Certificate Adult Education
University of Ottawa / Université d'Ottawa 1985 — 1989
Bachelor of Commerce (B.Com.), Human Resources Management and Services
Ecole secondaire Louis Riel
Scotia Capital September 2010 - Present
Manulife Financial 2008 - 2010
Bank of Montreal 2007 - 2008
Education
University of Hartford 2001 — 2003
MBA, Finance
University of Hartford 1994 — 1997
Bachelor of Science, Economics and Finance
Finance of America Mortgage LLC December 2014 - Present
Arrowhead Regional Medical Center January 2014 - July 2014
Los Angeles County Office of Education January 2013 - December 2013
Office of Supervisor Josie Gonzales, San Bernardino County Fifth District April 2012 - January 2013
County of San Bernardino, Transitional Assistance Department December 2011 - April 2012
Hidden Villa Ranch November 2008 - May 2009
Capital Group May 2007 - July 2008
Payden & Rygel 2003 - 2006
Wedbush Securities 1999 - 2003
Bank of Montreal 1995 - 1999
Skills
Executive Level..., Event Planning, Office Management, Public Relations, Job Coaching, Skill Assessment, Public Speaking, Teaching Workshops, Schedules, Outlook, Microsoft Office 2007, Lotus Notes, Research, Organization, Organizational &..., Event Management, Microsoft Excel, Microsoft Publisher, PowerPoint, Resume Writing, Job Search, Career Counseling, Interviews, Community Outreach, Training, Career Development, Proofreading, Telephone Skills, Customer Service, Staff Development, Higher Education, Human Resources, Job Search Strategies, Workshop Facilitation, Career Development..., Adult Education, Recruiting, Time Management, Student Counseling, Leadership Development, Program Development, Organizational..., Policy, Strategic Planning, Data Entry, Leadership, Government
Education
University of La Verne 2005 — 2007
Bachelor of Science (B.S.), Organizational Management
University of the Philippines 1973 — 1978
Bachelor of Arts (B.A.), Social Sciences
Serta 1996 - Present
Bank of Montreal 1990 - 1996
VMS Realty Partners 1986 - 1990
Goldberg Geiser and Co 1984 - 1986
Skills
Credit Risk, Financial Accounting, General Ledger, Collections, Department Budgeting, Financial Analysis, Financial Reporting, Microsoft Excel
Education
University of Illinois at Chicago 1980 — 1984
Bachelor of Science (B.S.), Accounting
Bank of Montreal September 2014 - Present
IFOP North America January 2013 - August 2013
Education
University of Guelph 2011 — 2015
Bachelor's Degree, Psychology and Criminal Justice & Public Policy, 4rth year
Bank of Montreal
Skills
Investments, Wealth Management, Investment Strategies, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Portfolio Management, Investment Management, Estate Planning, Credit Management, Wealth Management..., Financial Advisory, Financial Planning, Banking, Financial Analysis, Risk Management, Team Leadership, Asset Management, Finance, Financial Services, Strategic Planning, Customer Service
Education
University of Manitoba
Bachelor of Commerce (B.Comm.)