Bank of Montreal
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
Bank of Montreal List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Montreal. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Montreal Employees
Employee
Years
Job
Industry
Clem Samson Clem Samson's Bank of Montreal Experience 1983 - 2000
Job Retired former Vice President, Western Operations at Farm Credit Canada
Industry Financial Services
Experience
Farm Credit Canada March 2000 - July 2015
Bank of Montreal 1983 - 2000
Skills
Agriculture, Agribusiness, Commercial Mortgages, Financial Services, Finance, Risk Management, Credit Risk, Leadership, Strategic Planning, Team Leadership, Strategy, Relationship Management, Business Analysis, Change Management, Business Development, Marketing, Analysis, Credit, Market Development, Mortgage Lending, Partnerships
Education
University of Saskatchewan 1978 — 1983
Business Administration and Management, General
University of Saskatchewan 1978 — 1983
Business Administration
College Mathieu
Farm Credit Canada March 2000 - July 2015
Bank of Montreal 1983 - 2000
Skills
Agriculture, Agribusiness, Commercial Mortgages, Financial Services, Finance, Risk Management, Credit Risk, Leadership, Strategic Planning, Team Leadership, Strategy, Relationship Management, Business Analysis, Change Management, Business Development, Marketing, Analysis, Credit, Market Development, Mortgage Lending, Partnerships
Education
University of Saskatchewan 1978 — 1983
Business Administration and Management, General
University of Saskatchewan 1978 — 1983
Business Administration
College Mathieu
Craig Hunt Craig Hunt's Bank of Montreal Experience August 2009 - Present
Job Senior Commercial Account Manager Mid Market at Bank of Montreal
Industry Banking
Experience
Bank of Montreal August 2009 - Present
Nedbank Limited March 2005 - August 2009
Nedbank Limited January 2003 - March 2005
Nedbank Limited March 1999 - December 2002
Skills
Credit Analysis, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Corporate Finance, Corporate Banking, Retail Banking, Risk Management, Management, Accounting, Investment Banking, Portfolio Management, Commercial Lending, Trade Finance, Relationship Management, Lines Of Credit, Financial Services, Mortgage Lending, Loans, Private Banking, Cash Management, Consumer Lending, Leadership, Capital Markets, Investments, Small Business Lending, Financial Analysis, Mutual Funds, Wealth Management, Strategic Financial..., Financial Markets, Financial Structuring, Commercial Mortgages, FX Options, Operational Risk..., Residential Mortgages, Financial Advisory, Finance, Treasury Management, Underwriting, Structured Finance, Equities, Investment Advisory, Financial Modeling, Funding, Branch Banking, Operational Risk, Credit Cards
Education
Manchester Business School 2000 — 2002
MBA, Strategy, Cum Laude
University of South Africa/Universiteit van Suid-Afrika 1990 — 1991
B Com Hons, Finance
University of South Africa/Universiteit van Suid-Afrika 1985 — 1986
B Com, Economics
Bank of Montreal August 2009 - Present
Nedbank Limited March 2005 - August 2009
Nedbank Limited January 2003 - March 2005
Nedbank Limited March 1999 - December 2002
Skills
Credit Analysis, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Corporate Finance, Corporate Banking, Retail Banking, Risk Management, Management, Accounting, Investment Banking, Portfolio Management, Commercial Lending, Trade Finance, Relationship Management, Lines Of Credit, Financial Services, Mortgage Lending, Loans, Private Banking, Cash Management, Consumer Lending, Leadership, Capital Markets, Investments, Small Business Lending, Financial Analysis, Mutual Funds, Wealth Management, Strategic Financial..., Financial Markets, Financial Structuring, Commercial Mortgages, FX Options, Operational Risk..., Residential Mortgages, Financial Advisory, Finance, Treasury Management, Underwriting, Structured Finance, Equities, Investment Advisory, Financial Modeling, Funding, Branch Banking, Operational Risk, Credit Cards
Education
Manchester Business School 2000 — 2002
MBA, Strategy, Cum Laude
University of South Africa/Universiteit van Suid-Afrika 1990 — 1991
B Com Hons, Finance
University of South Africa/Universiteit van Suid-Afrika 1985 — 1986
B Com, Economics
Kathleen Pack Kathleen Pack's Bank of Montreal Experience September 2002 - November 2009
Job
Industry Banking
Experience
Alberta January 2015 - Present
Cochrane and District Agricultural Society October 2013 - Present
Aero Space Museum Association of Calgary November 2012 - April 2013
National Bank of Canada December 2009 - May 2012
Bank of Montreal September 2002 - November 2009
Bank of Montreal June 1998 - September 2002
Bank of Montreal April 1997 - January 1998
Bank of Montreal May 1992 - June 1997
Skills
Customer Relations, Credit, Risk Management, Financial Analysis, Loans, Portfolio Management, Retail Banking, Customer Service, Business Strategy, Negotiation, Commercial Banking, Banking, Leadership, Investments, Sales, Business Development, Call Centers, Coaching, Management, Relationship Management, Financial Services, Credit Risk, Strategic Planning, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Finance, Wealth Management, Credit Cards, Mutual Funds, Financial Risk, Residential Mortgages
Education
Institute of Canadian Bankers
Fellowship
Institute of Heart Math
Certified Trainer and Facilitator, Heart Math
Saskatchewan Technical Institute
Business Administration
University of Regina
Commerce
University of Toronto
Project Management
Alberta January 2015 - Present
Cochrane and District Agricultural Society October 2013 - Present
Aero Space Museum Association of Calgary November 2012 - April 2013
National Bank of Canada December 2009 - May 2012
Bank of Montreal September 2002 - November 2009
Bank of Montreal June 1998 - September 2002
Bank of Montreal April 1997 - January 1998
Bank of Montreal May 1992 - June 1997
Skills
Customer Relations, Credit, Risk Management, Financial Analysis, Loans, Portfolio Management, Retail Banking, Customer Service, Business Strategy, Negotiation, Commercial Banking, Banking, Leadership, Investments, Sales, Business Development, Call Centers, Coaching, Management, Relationship Management, Financial Services, Credit Risk, Strategic Planning, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Finance, Wealth Management, Credit Cards, Mutual Funds, Financial Risk, Residential Mortgages
Education
Institute of Canadian Bankers
Fellowship
Institute of Heart Math
Certified Trainer and Facilitator, Heart Math
Saskatchewan Technical Institute
Business Administration
University of Regina
Commerce
University of Toronto
Project Management
Michael Enge Michael Enge's Bank of Montreal Experience 2004 - 2005
Job General Partner at Bakken Energy
Industry Capital Markets
Experience
Bakken Energy January 2012 - Present
Minerals Capital January 2012 - Present
Canadian Capital November 2010 - Present
Zyenge September 2008 - Present
AiroCapital 2008 - Present
BMO Capital Markets 2006 - 2007
Bank of Montreal 2004 - 2005
Skills
Equity Trading, Oil/Gas, Change Management, Mining, Research, Marketing Strategy, Commodities, Private Equity, Venture Capital, Human Capital Management, Institutional Investors, Entrepreneurship, Charity Events, Structured Finance, Operational Risk..., Corporate Development, Investor Relations, Publication Development, Derivatives, Foreign Exchange..., Corporate Events, Financial Analysis, Merchant Banking, Political Campaigns, World History, Currency, Content Development, Management Consulting, Economics, Team Leadership, Public Policy, Forecasting, Corporate Finance, International Finance, Project Finance, Investment Banking, Investment Strategies, Private Placements, Private Companies, Internet Services, Enterprise Risk..., Risk Assessment, Interviewing, Compliance, Coaching, Contract Negotiations, Geology, Petroleum Geology, Organizational..., Exploration
Education
University of Saskatchewan
B.Comm, Finance & Human Resources
Bakken Energy January 2012 - Present
Minerals Capital January 2012 - Present
Canadian Capital November 2010 - Present
Zyenge September 2008 - Present
AiroCapital 2008 - Present
BMO Capital Markets 2006 - 2007
Bank of Montreal 2004 - 2005
Skills
Equity Trading, Oil/Gas, Change Management, Mining, Research, Marketing Strategy, Commodities, Private Equity, Venture Capital, Human Capital Management, Institutional Investors, Entrepreneurship, Charity Events, Structured Finance, Operational Risk..., Corporate Development, Investor Relations, Publication Development, Derivatives, Foreign Exchange..., Corporate Events, Financial Analysis, Merchant Banking, Political Campaigns, World History, Currency, Content Development, Management Consulting, Economics, Team Leadership, Public Policy, Forecasting, Corporate Finance, International Finance, Project Finance, Investment Banking, Investment Strategies, Private Placements, Private Companies, Internet Services, Enterprise Risk..., Risk Assessment, Interviewing, Compliance, Coaching, Contract Negotiations, Geology, Petroleum Geology, Organizational..., Exploration
Education
University of Saskatchewan
B.Comm, Finance & Human Resources
Borris Boyenko Borris Boyenko's Bank of Montreal Experience 1989 - 2000
Job Realtor at Real Estate Professionals
Industry Real Estate
Experience
Real Estate Professionals 2005 - Present
Investors Group Financial Services Inc. January 2000 - December 2004
Bank of Montreal 1989 - 2000
Skills
Relocation, Condos, Investors, Referrals, Investment Properties, First Time Home Buyers, Real Estate, Residential Homes, Single Family Homes, Sellers, Townhomes, Listings, Buyer Representation, Real Property, Foreclosures, Move Up Buyers, Waterfront, New Home Sales
Education
University of Saskatchewan
Real Estate Professionals 2005 - Present
Investors Group Financial Services Inc. January 2000 - December 2004
Bank of Montreal 1989 - 2000
Skills
Relocation, Condos, Investors, Referrals, Investment Properties, First Time Home Buyers, Real Estate, Residential Homes, Single Family Homes, Sellers, Townhomes, Listings, Buyer Representation, Real Property, Foreclosures, Move Up Buyers, Waterfront, New Home Sales
Education
University of Saskatchewan
Ines Lucia Fernandez Valdivieso, PMP's Bank of Montreal Experience May 2008 - September 2009
Job Manager, Process Transformation, Wealth Management at BMO Financial Group
Industry Capital Markets
Experience
BMO Financial Group September 2014 - Present
University of Toronto Alumni Association June 2014 - Present
Qapia Lima January 2011 - Present
BMO Financial Group August 2013 - August 2014
RBC Capital Markets July 2010 - August 2013
Centre for Management of Technology & Entrepreneurship September 2009 - April 2010
University of Toronto January 2009 - January 2010
Bank of Montreal May 2008 - September 2009
University of Toronto May 2007 - October 2007
Skills
Agile, Process Mapping, Product Requirements, Requirements Analysis, Business Analysis, Data Analysis, Access, Excel, SQL, Operations Research, Process Engineering, Visio, HTML, PowerPoint, Matlab, Problem Solving, Microsoft Office, Word, Research, Java, Team Leadership, Process Improvement, Analysis, English, Teamwork, Business Strategy, French, Cross-functional Team..., Project Management, MS Project, Event Planning, Event Management, Entrepreneurship, Microsoft Word, Microsoft Excel, SDLC, Project Planning, VBA, Business Intelligence, Software Project..., Microsoft Project
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (MBA)
University of Toronto 2005 — 2010
Industrial - Systems Engineering, Information Systems
Markham College 1994 — 2003
Colegio Magister 1990 — 2000
BMO Financial Group September 2014 - Present
University of Toronto Alumni Association June 2014 - Present
Qapia Lima January 2011 - Present
BMO Financial Group August 2013 - August 2014
RBC Capital Markets July 2010 - August 2013
Centre for Management of Technology & Entrepreneurship September 2009 - April 2010
University of Toronto January 2009 - January 2010
Bank of Montreal May 2008 - September 2009
University of Toronto May 2007 - October 2007
Skills
Agile, Process Mapping, Product Requirements, Requirements Analysis, Business Analysis, Data Analysis, Access, Excel, SQL, Operations Research, Process Engineering, Visio, HTML, PowerPoint, Matlab, Problem Solving, Microsoft Office, Word, Research, Java, Team Leadership, Process Improvement, Analysis, English, Teamwork, Business Strategy, French, Cross-functional Team..., Project Management, MS Project, Event Planning, Event Management, Entrepreneurship, Microsoft Word, Microsoft Excel, SDLC, Project Planning, VBA, Business Intelligence, Software Project..., Microsoft Project
Education
University of Oxford - Said Business School 2015 — 2016
Master of Business Administration (MBA)
University of Toronto 2005 — 2010
Industrial - Systems Engineering, Information Systems
Markham College 1994 — 2003
Colegio Magister 1990 — 2000
Mengis Chokie Mengis Chokie's Bank of Montreal Experience January 2014 - Present
Job Manager, Risk Modeling and Analytics at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal January 2014 - Present
BMO Financial Group May 2012 - Present
Skills
Stata, Economics, Research, Policy, GIS, Statistics, Qualitative Research, Data Analysis, Economic Development, Quantitative Research, Mathematical Modeling, Matlab, Research Design, Policy Analysis, Numerical Analysis, Analysis, Analytics, SAS, Management, SPSS
Education
University of Saskatchewan
Doctor of Philosophy (PhD)
Norwegian University of Life Sciences
M.Sc.
University of Asmara
B.A.
Bank of Montreal January 2014 - Present
BMO Financial Group May 2012 - Present
Skills
Stata, Economics, Research, Policy, GIS, Statistics, Qualitative Research, Data Analysis, Economic Development, Quantitative Research, Mathematical Modeling, Matlab, Research Design, Policy Analysis, Numerical Analysis, Analysis, Analytics, SAS, Management, SPSS
Education
University of Saskatchewan
Doctor of Philosophy (PhD)
Norwegian University of Life Sciences
M.Sc.
University of Asmara
B.A.
Gunaseelan Rajadurai Gunaseelan Rajadurai's Bank of Montreal Experience January 2009 - Present
Job System Support Analyst at BMO Capital Markets
Industry Financial Services
Experience
Bank of Montreal January 2009 - Present
Bank of Montreal November 2008 - June 2009
BMO Capital Markets 2008 - 2009
Skills
SharePoint, Windows Server, Active Directory, Disaster Recovery, VMware, Servers, Service Desk, Enterprise Architecture, Project Management, Management
Education
University of Peradeniya 1990 — 1994
B.A, General
Bank of Montreal January 2009 - Present
Bank of Montreal November 2008 - June 2009
BMO Capital Markets 2008 - 2009
Skills
SharePoint, Windows Server, Active Directory, Disaster Recovery, VMware, Servers, Service Desk, Enterprise Architecture, Project Management, Management
Education
University of Peradeniya 1990 — 1994
B.A, General
Igor Music Igor Music's Bank of Montreal Experience December 2010 - February 2012
Job Lead Solutions Architect at RBC
Industry Computer Software
Experience
RBC December 2014 - Present
RBC April 2013 - November 2014
HP Enterprise Services March 2012 - April 2013
Bank of Montreal December 2010 - February 2012
Akanda Innovation Inc. May 2010 - December 2010
ConnectedN December 2009 - May 2010
Sorago February 2007 - November 2009
Spendvision 2006 - 2007
TVM Software February 1997 - May 2006
FirstRand Bank Limited 1996 - 1997
Skills
SOA, Solution Architecture, Enterprise Architecture, Development Management, Agile Methodologies, SDLC, Business Analysis, Application Architecture, TOGAF, ESB, Technical Architecture, IT Strategy, EAI, Web Services, System Architecture, Agile Project Management, Software Development, Integration, Microsoft SQL Server, XML, Architecture, .NET, Software Project..., UML, Scrum, Data Modeling, Web Applications, Software Design, Java Enterprise Edition, Business Intelligence, Systems Analysis, Tomcat, Requirements Analysis, ASP.NET, Database Design, C#, Stakeholder Management, Enterprise Software, Websphere, SOAP
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 2000
BSc, Information Systems, Operations Research
Gimnazija Mesa Selimovic, Tuzla 1987 — 1991
RBC December 2014 - Present
RBC April 2013 - November 2014
HP Enterprise Services March 2012 - April 2013
Bank of Montreal December 2010 - February 2012
Akanda Innovation Inc. May 2010 - December 2010
ConnectedN December 2009 - May 2010
Sorago February 2007 - November 2009
Spendvision 2006 - 2007
TVM Software February 1997 - May 2006
FirstRand Bank Limited 1996 - 1997
Skills
SOA, Solution Architecture, Enterprise Architecture, Development Management, Agile Methodologies, SDLC, Business Analysis, Application Architecture, TOGAF, ESB, Technical Architecture, IT Strategy, EAI, Web Services, System Architecture, Agile Project Management, Software Development, Integration, Microsoft SQL Server, XML, Architecture, .NET, Software Project..., UML, Scrum, Data Modeling, Web Applications, Software Design, Java Enterprise Edition, Business Intelligence, Systems Analysis, Tomcat, Requirements Analysis, ASP.NET, Database Design, C#, Stakeholder Management, Enterprise Software, Websphere, SOAP
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 2000
BSc, Information Systems, Operations Research
Gimnazija Mesa Selimovic, Tuzla 1987 — 1991
Tanya McLean's Bank of Montreal Experience September 2000 - April 2014
Job Private Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
Harj Shoan Harj Shoan's Bank of Montreal Experience 1999 - 2001
Job Ontario Teachers' Pension Plan
Industry Venture Capital & Private Equity
Experience
Ontario Teachers' Pension Plan June 2014 - Present
Imperial Capital Corporation June 2013 - May 2014
Morgan Stanley Private Equity January 2011 - June 2013
Morgan Stanley Private Equity August 2007 - December 2010
Morgan Stanley Investment Banking (Financial Sponsors Group) October 2005 - July 2007
Shoppers Drug Mart 2002 - 2005
Bank of Montreal 1999 - 2001
Skills
Private Equity, Financial Modeling, Mergers, Valuation, Investment Banking, Capital Markets, Corporate Finance, Venture Capital, Due Diligence, Mergers & Acquisitions, Emerging Markets, LBO, M&A experience, Financial Structuring, Equities, Corporate Development
Education
University of Oxford - Said Business School 2004 — 2005
MBA
CFA Institute 2000 — 2002
CFA
Wilfrid Laurier University 1993 — 1997
BBA
Ontario Teachers' Pension Plan June 2014 - Present
Imperial Capital Corporation June 2013 - May 2014
Morgan Stanley Private Equity January 2011 - June 2013
Morgan Stanley Private Equity August 2007 - December 2010
Morgan Stanley Investment Banking (Financial Sponsors Group) October 2005 - July 2007
Shoppers Drug Mart 2002 - 2005
Bank of Montreal 1999 - 2001
Skills
Private Equity, Financial Modeling, Mergers, Valuation, Investment Banking, Capital Markets, Corporate Finance, Venture Capital, Due Diligence, Mergers & Acquisitions, Emerging Markets, LBO, M&A experience, Financial Structuring, Equities, Corporate Development
Education
University of Oxford - Said Business School 2004 — 2005
MBA
CFA Institute 2000 — 2002
CFA
Wilfrid Laurier University 1993 — 1997
BBA
James Peng James Peng's Bank of Montreal Experience May 2010 - August 2010
Job Associate at Centerbridge Partners
Industry Investment Management
Experience
Centerbridge Partners July 2014 - Present
Audax Group August 2012 - June 2014
The Wharton School, University of Pennsylvania January 2010 - May 2012
Valvest Partners January 2010 - December 2011
Audax Group June 2011 - August 2011
Bank of Montreal May 2010 - August 2010
Stifel, Nicolaus & Co., Inc May 2009 - August 2009
The Law Office of Steven P. Taylor May 2008 - August 2008
Skills
Financial Modeling, VBA, Investments, Investment Banking, Microsoft Excel, Research, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equity Research, Capital Markets, Equities, Program Management, Economics, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor or Science, Finance, Operations and Information Management, Beta Gamma Sigma, Summa Cum Laude
Carmel High School 2004 — 2008
Centerbridge Partners July 2014 - Present
Audax Group August 2012 - June 2014
The Wharton School, University of Pennsylvania January 2010 - May 2012
Valvest Partners January 2010 - December 2011
Audax Group June 2011 - August 2011
Bank of Montreal May 2010 - August 2010
Stifel, Nicolaus & Co., Inc May 2009 - August 2009
The Law Office of Steven P. Taylor May 2008 - August 2008
Skills
Financial Modeling, VBA, Investments, Investment Banking, Microsoft Excel, Research, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equity Research, Capital Markets, Equities, Program Management, Economics, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor or Science, Finance, Operations and Information Management, Beta Gamma Sigma, Summa Cum Laude
Carmel High School 2004 — 2008
Darren Trost, B. Sc., P. Eng., PMP, CSM Darren Trost, B. Sc., P. Eng., PMP, CSM's Bank of Montreal Experience August 1989 - March 1998
Job Project Manager at WIND Mobile
Industry Telecommunications
Experience
WIND Mobile September 2013 - Present
Telus May 2007 - February 2013
Rogers Wireless July 2000 - May 2007
Oskar - Vodafone Czech Republic October 1999 - September 2000
Mobifon SA - Vodafone Romania March 1998 - September 1999
Bank of Montreal August 1989 - March 1998
JC Smith Consulting 1988 - 1989
Skills
Telecommunications, PMP, P. Eng., Integration, Wireless, Vendor Management, Software Project..., Management, Testing, SDLC, Requirements Analysis, Agile Project Management, Project Delivery, MS Project, Program Management, Business Analysis, Mobile Devices, Project Management, Team Leadership, Product Management, Project Portfolio..., Scrum, PMO, Start-ups, Cross-functional Team..., Software Development, Agile Methodologies, IT Strategy, ITIL, Business Process, Solution Architecture, Requirements Gathering, Visio, Enterprise Architecture, Resource Management, IT Management, Business Requirements, Business Intelligence, Business Process..., Pre-sales, Systems Analysis, Service Delivery, Consulting, Networking, Outsourcing, Data Center, Business Case, User Acceptance Testing, System Deployment, IT Service Management
Education
HLL
Scrum Alliance 2012 — 2012
Certified ScrumMaster (CSM)
Project Management Institute 2010 — 2010
Project Management Professional (PMP)
Professional Engineers Ontario 1991 — 1991
Professional Engineer (P. Eng.)
University of Saskatchewan 1985 — 1990
Bachelor of Science (B. Sc.)
WIND Mobile September 2013 - Present
Telus May 2007 - February 2013
Rogers Wireless July 2000 - May 2007
Oskar - Vodafone Czech Republic October 1999 - September 2000
Mobifon SA - Vodafone Romania March 1998 - September 1999
Bank of Montreal August 1989 - March 1998
JC Smith Consulting 1988 - 1989
Skills
Telecommunications, PMP, P. Eng., Integration, Wireless, Vendor Management, Software Project..., Management, Testing, SDLC, Requirements Analysis, Agile Project Management, Project Delivery, MS Project, Program Management, Business Analysis, Mobile Devices, Project Management, Team Leadership, Product Management, Project Portfolio..., Scrum, PMO, Start-ups, Cross-functional Team..., Software Development, Agile Methodologies, IT Strategy, ITIL, Business Process, Solution Architecture, Requirements Gathering, Visio, Enterprise Architecture, Resource Management, IT Management, Business Requirements, Business Intelligence, Business Process..., Pre-sales, Systems Analysis, Service Delivery, Consulting, Networking, Outsourcing, Data Center, Business Case, User Acceptance Testing, System Deployment, IT Service Management
Education
HLL
Scrum Alliance 2012 — 2012
Certified ScrumMaster (CSM)
Project Management Institute 2010 — 2010
Project Management Professional (PMP)
Professional Engineers Ontario 1991 — 1991
Professional Engineer (P. Eng.)
University of Saskatchewan 1985 — 1990
Bachelor of Science (B. Sc.)
Maria Anita Romano-Lim Maria Anita Romano-Lim's Bank of Montreal Experience December 2013 - Present
Job Team Lead at Bank of Montreal
Industry Banking
Experience
Bank of Montreal December 2013 - Present
Bank of Montreal April 2013 - November 2013
Bank of Montreal May 2009 - March 2013
Bank of Montreal May 1999 - April 2009
Skills
Real Estate Lending, Commercial Lending, Relationship Management, Risk Management, Operations Management, Management Accounting, Presentation and..., Customer Service, Microsoft Word, Excel...
Education
CMA Ontario 2012 — 2015
Certified Management Accountant (CMA) - recently completed, Management Accounting
Certified Public Accountant (CPA) 1988 — 1988
Certified Public Accountant (Phils), Accounting and Finance
University of San Jose - Recoletos 1980 — 1984
Bachelor’s Degree, Accounting
Bank of Montreal December 2013 - Present
Bank of Montreal April 2013 - November 2013
Bank of Montreal May 2009 - March 2013
Bank of Montreal May 1999 - April 2009
Skills
Real Estate Lending, Commercial Lending, Relationship Management, Risk Management, Operations Management, Management Accounting, Presentation and..., Customer Service, Microsoft Word, Excel...
Education
CMA Ontario 2012 — 2015
Certified Management Accountant (CMA) - recently completed, Management Accounting
Certified Public Accountant (CPA) 1988 — 1988
Certified Public Accountant (Phils), Accounting and Finance
University of San Jose - Recoletos 1980 — 1984
Bachelor’s Degree, Accounting
Jennifer Le Page Jennifer Le Page's Bank of Montreal Experience July 2011 - February 2013
Job Lead, Centres of Competence at BMO
Industry Education Management
Experience
BMO February 2013 - Present
Training Pirates 2008 - September 2014
Bank of Montreal July 2011 - February 2013
Bank of Montreal July 2010 - June 2011
Bank of Montreal March 2008 - July 2010
BMO Financial Group March 2008 - January 2009
InsightU April 2004 - February 2008
Seneca College January 1995 - April 2004
Skills
learning technology, integrated learning..., social media learning, Curriculum Development, Instructional Design, E-learning, Educational Technology, Curriculum Design, Blended Learning, Social Learning, Distance Learning, Adult Education, Instructional Technology, Blended Learning..., E-learning Development, Learning Management, E-Learning, Leadership Development, Training, Leadership, CRM, Instructor-led Training, Employee Training, Program Management, SnagIt, Project Planning, Technical Writing, Organizational..., ADDIE, Needs Analysis, Captivate, Staff Development, Learning Management..., Workshop Facilitation
Education
University of Phoenix 2003 — 2005
Masters, Education, Adult Distance Learning
University of Toronto - New College 1989 — 1993
BA, Anthropology
BMO February 2013 - Present
Training Pirates 2008 - September 2014
Bank of Montreal July 2011 - February 2013
Bank of Montreal July 2010 - June 2011
Bank of Montreal March 2008 - July 2010
BMO Financial Group March 2008 - January 2009
InsightU April 2004 - February 2008
Seneca College January 1995 - April 2004
Skills
learning technology, integrated learning..., social media learning, Curriculum Development, Instructional Design, E-learning, Educational Technology, Curriculum Design, Blended Learning, Social Learning, Distance Learning, Adult Education, Instructional Technology, Blended Learning..., E-learning Development, Learning Management, E-Learning, Leadership Development, Training, Leadership, CRM, Instructor-led Training, Employee Training, Program Management, SnagIt, Project Planning, Technical Writing, Organizational..., ADDIE, Needs Analysis, Captivate, Staff Development, Learning Management..., Workshop Facilitation
Education
University of Phoenix 2003 — 2005
Masters, Education, Adult Distance Learning
University of Toronto - New College 1989 — 1993
BA, Anthropology
Azin Moallem's Bank of Montreal Experience July 2011 - Present
Job Software Developer at Bank of Montreal
Industry Computer Software
Experience
Bank of Montreal July 2011 - Present
First Global Data Corp. June 2009 - June 2011
Skills
Object Oriented Design, Web Applications, J2EE, JSP, Eclipse, Hibernate, Struts, Servlets, XML, JavaScript, JDBC, Ant, UML, Tomcat, HTML, SQL, SQL Server, Spring, Java, JUnit, Maven, AJAX, JMS, Subversion, Swing, Software Engineering, Java Enterprise Edition, C++, C, MySQL, Microsoft SQL Server, NetBeans, SOA, OOP, Design Patterns, Databases, Programming, Visual Studio, CVS, Multithreading, Distributed Systems, Software Design, Web Services, JPA, Git
Education
University of Saskatchewan 2007 — 2009
M. Sc., Computer Science
University of Tehran 2004 — 2007
bachelor of engineering, computer engineering
Bank of Montreal July 2011 - Present
First Global Data Corp. June 2009 - June 2011
Skills
Object Oriented Design, Web Applications, J2EE, JSP, Eclipse, Hibernate, Struts, Servlets, XML, JavaScript, JDBC, Ant, UML, Tomcat, HTML, SQL, SQL Server, Spring, Java, JUnit, Maven, AJAX, JMS, Subversion, Swing, Software Engineering, Java Enterprise Edition, C++, C, MySQL, Microsoft SQL Server, NetBeans, SOA, OOP, Design Patterns, Databases, Programming, Visual Studio, CVS, Multithreading, Distributed Systems, Software Design, Web Services, JPA, Git
Education
University of Saskatchewan 2007 — 2009
M. Sc., Computer Science
University of Tehran 2004 — 2007
bachelor of engineering, computer engineering
Troy Shanks Troy Shanks's Bank of Montreal Experience 2005 - 2008
Job Regional Vice President Benefits Division at Blackstone Insurance, Benefits & Bonding Inc.
Industry Insurance
Experience
Blackstone Insurance, Benefits & Bonding Inc. July 2014 - Present
Butler Byers Insurance Ltd August 2012 - July 2014
Shaw Sabey & Associates 2011 - 2012
Lloyd Sadd Insurance Brokers Ltd. 2008 - 2011
Bank of Montreal 2005 - 2008
Kaohsiung Industry 2004 - 2005
Education
University of Saskatchewan 2002 — 2004
B.Comm
University of Saskatchewan 2001 — 2002
Honours Degree, Sociology
University of Saskatchewan 1996 — 1999
B.A., Sociology
Blackstone Insurance, Benefits & Bonding Inc. July 2014 - Present
Butler Byers Insurance Ltd August 2012 - July 2014
Shaw Sabey & Associates 2011 - 2012
Lloyd Sadd Insurance Brokers Ltd. 2008 - 2011
Bank of Montreal 2005 - 2008
Kaohsiung Industry 2004 - 2005
Education
University of Saskatchewan 2002 — 2004
B.Comm
University of Saskatchewan 2001 — 2002
Honours Degree, Sociology
University of Saskatchewan 1996 — 1999
B.A., Sociology
Diane Green Diane Green's Bank of Montreal Experience August 1993 - June 1998
Job HR Chief of Staff at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company October 2014 - Present
The Boeing Company August 2001 - Present
Chicago Board of Trade March 1996 - August 2001
Bank of Montreal August 1993 - June 1998
Skills
Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Program Management, Microsoft Word, Event Planning, Employee Relations, Project Management, Onboarding, Analysis, Six Sigma, Team Building, Cross-functional Team...
Education
University of Phoenix-Chicago Campus 2003 — 2007
Bachelor of Science, Business Administration and Management, General
Dunbar Vocational High School 1977 — 1981
Diploma, General Studies
The Boeing Company October 2014 - Present
The Boeing Company August 2001 - Present
Chicago Board of Trade March 1996 - August 2001
Bank of Montreal August 1993 - June 1998
Skills
Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Program Management, Microsoft Word, Event Planning, Employee Relations, Project Management, Onboarding, Analysis, Six Sigma, Team Building, Cross-functional Team...
Education
University of Phoenix-Chicago Campus 2003 — 2007
Bachelor of Science, Business Administration and Management, General
Dunbar Vocational High School 1977 — 1981
Diploma, General Studies
Gordon McGregor's Bank of Montreal Experience May 2015 - Present
Job Director, Risk Oversight and Portfolio Monitoring at Bank of Montreal
Industry Banking
Experience
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
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
Eric Bretan's Bank of Montreal Experience June 2002 - May 2006
Job Principal at Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers
Industry Luxury Goods & Jewelry
Experience
Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers July 2014 - Present
SunTrust June 2006 - July 2014
Bank of Montreal June 2002 - May 2006
Raymond James 1997 - 2000
Skills
Middle Market, Capital Markets, Hedging, Commodity, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Interest Rate..., Commercial Mortgages, Equity Derivatives, Interest Rate Swaps, Interest Rate Hedging, Commodity Risk..., commodity derivatives, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Virginia 1993 — 1997
BS, Finance and Marketing
East Brunswick High School 1989 — 1993
Diploma
Gulf Coast Metals LLC/NextGen Estates/Rick's Estate and Jewelry Buyers July 2014 - Present
SunTrust June 2006 - July 2014
Bank of Montreal June 2002 - May 2006
Raymond James 1997 - 2000
Skills
Middle Market, Capital Markets, Hedging, Commodity, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Interest Rate..., Commercial Mortgages, Equity Derivatives, Interest Rate Swaps, Interest Rate Hedging, Commodity Risk..., commodity derivatives, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of Virginia 1993 — 1997
BS, Finance and Marketing
East Brunswick High School 1989 — 1993
Diploma
Dirk Coetsee's Bank of Montreal Experience April 2008 - Present
Job Data Architecture at Shoppers Drug Mart
Industry Retail
Experience
Shoppers Drug Mart July 2014 - Present
Bank of Montreal April 2008 - Present
Bank of Montreal April 2009 - July 2014
CA Middle East 1996 - 1999
Skills
Data Modeling, DB2, Data Warehousing, SOA, SQL, Program Management, Data Integration, Business Intelligence, Business Analysis, ETL, Architecture, Requirements Analysis, Enterprise Architecture, Solution Architecture, SDLC, Databases, Software Development, Erwin, Database Design, Mainframe
Education
University of Pretoria/Universiteit van Pretoria 1992 — 1994
Master of Business Administration (MBA)
University of South Africa/Universiteit van Suid-Afrika 1981 — 1984
Bsc Honns, Operational Research
Shoppers Drug Mart July 2014 - Present
Bank of Montreal April 2008 - Present
Bank of Montreal April 2009 - July 2014
CA Middle East 1996 - 1999
Skills
Data Modeling, DB2, Data Warehousing, SOA, SQL, Program Management, Data Integration, Business Intelligence, Business Analysis, ETL, Architecture, Requirements Analysis, Enterprise Architecture, Solution Architecture, SDLC, Databases, Software Development, Erwin, Database Design, Mainframe
Education
University of Pretoria/Universiteit van Pretoria 1992 — 1994
Master of Business Administration (MBA)
University of South Africa/Universiteit van Suid-Afrika 1981 — 1984
Bsc Honns, Operational Research
Wijay Asirwatham's Bank of Montreal Experience August 1994 - August 1996
Job Director at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2008 - Present
Bank of America 1999 - 2008
BankBoston September 1996 - October 1999
Bank of Montreal August 1994 - August 1996
Citi Group June 1990 - August 1994
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Thomson Reuters 2008 - Present
Bank of America 1999 - 2008
BankBoston September 1996 - October 1999
Bank of Montreal August 1994 - August 1996
Citi Group June 1990 - August 1994
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Saleem Panhwar's Bank of Montreal Experience September 2000 - February 2006
Job Senior Vice President at CMC Capital Group Inc
Industry Banking
Experience
CMC Capital Group Inc June 2007 - Present
Bank of Montreal September 2000 - February 2006
MCB Bank Limited 1992 - 1998
HCEB Bank L 1981 - 1992
Skills
Banking, Customer Relations, Credit, Commercial Banking, Financial Analysis, Credit Risk, Commercial Lending, Credit Analysis, Retail Banking, Trade Finance, Operational Risk, Customer Service, Leadership, Relationship Management, Business Development, Management, Risk Management, Loans, Portfolio Management, Branch Banking
Education
University of Sindh 1978 — 1981
Masters, International Relations
CMC Capital Group Inc June 2007 - Present
Bank of Montreal September 2000 - February 2006
MCB Bank Limited 1992 - 1998
HCEB Bank L 1981 - 1992
Skills
Banking, Customer Relations, Credit, Commercial Banking, Financial Analysis, Credit Risk, Commercial Lending, Credit Analysis, Retail Banking, Trade Finance, Operational Risk, Customer Service, Leadership, Relationship Management, Business Development, Management, Risk Management, Loans, Portfolio Management, Branch Banking
Education
University of Sindh 1978 — 1981
Masters, International Relations
Aris Naidas's Bank of Montreal Experience May 2012 - Present
Job Senior Business ManagerBank of Montreal
Industry Banking
Experience
Bank of Montreal May 2012 - Present
Bank of Montreal 1997 - 2010
Education
University of Santo Tomas 1981 — 1985
Bank of Montreal May 2012 - Present
Bank of Montreal 1997 - 2010
Education
University of Santo Tomas 1981 — 1985
Yujia (Victor) Zhu, CFA, FRM's Bank of Montreal Experience March 2004 - October 2004
Job Portfolio Manager at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan June 2014 - Present
Ontario Teachers' Pension Plan April 2011 - May 2014
Ontario Teachers' Pension Plan April 2010 - April 2011
Ontario Teachers' Pension Plan August 2009 - April 2010
Ontario Teachers' Pension Plan April 2008 - August 2009
RBC Dexia Investor Services September 2007 - April 2008
TD Bank Group January 2007 - September 2007
TD Bank Group October 2005 - January 2007
Bank of Montreal March 2004 - October 2004
Skills
Fixed Income Analysis, Bloomberg, Equity Research, Equity Valuation, Quantitative Finance, Fixed Income, Bloomberg Terminal, Market Risk, Derivatives, Hedge Funds, Capital Markets, Financial Statement..., Swaps, Financial Modeling, Portfolio Management
Education
University of Waterloo 2002 — 2004
Master of Mathematics, Actuarial Science
University of Waterloo 2000 — 2002
Master of Science (MSc), Inorganic Chemistry
University of Science and Technology of China 1995 — 2000
Bachelor of Science (BSc), Material Science and Engineering
Ontario Teachers' Pension Plan June 2014 - Present
Ontario Teachers' Pension Plan April 2011 - May 2014
Ontario Teachers' Pension Plan April 2010 - April 2011
Ontario Teachers' Pension Plan August 2009 - April 2010
Ontario Teachers' Pension Plan April 2008 - August 2009
RBC Dexia Investor Services September 2007 - April 2008
TD Bank Group January 2007 - September 2007
TD Bank Group October 2005 - January 2007
Bank of Montreal March 2004 - October 2004
Skills
Fixed Income Analysis, Bloomberg, Equity Research, Equity Valuation, Quantitative Finance, Fixed Income, Bloomberg Terminal, Market Risk, Derivatives, Hedge Funds, Capital Markets, Financial Statement..., Swaps, Financial Modeling, Portfolio Management
Education
University of Waterloo 2002 — 2004
Master of Mathematics, Actuarial Science
University of Waterloo 2000 — 2002
Master of Science (MSc), Inorganic Chemistry
University of Science and Technology of China 1995 — 2000
Bachelor of Science (BSc), Material Science and Engineering
Christopher Scammell's Bank of Montreal Experience October 2008 - Present
Job Director, Financial Controls at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal October 2008 - Present
Queen of Puddings Music Theatre 2003 - 2010
KPMG August 1984 - July 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Risk Management, AML, Financial Risk, Operational Risk, Financial Analysis, Operational Risk..., Treasury Management, Banking, Auditing, Financial Services
Education
University of Saskatchewan 1980 — 1984
Bachelor of Commerce (Honours), Accounting
North Battleford Comprehensive High School 1977 — 1980
Bank of Montreal October 2008 - Present
Queen of Puddings Music Theatre 2003 - 2010
KPMG August 1984 - July 2006
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Risk Management, AML, Financial Risk, Operational Risk, Financial Analysis, Operational Risk..., Treasury Management, Banking, Auditing, Financial Services
Education
University of Saskatchewan 1980 — 1984
Bachelor of Commerce (Honours), Accounting
North Battleford Comprehensive High School 1977 — 1980
Kiran Mulla's Bank of Montreal Experience July 2012 - Present
Job Operations Specialist at Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal July 2012 - Present
Expercom Infrastructure B'lore Pvt. Ltd July 2009 - May 2012
Bank of Montreal February 2008 - June 2009
Rogers Communications January 2007 - January 2008
T-Mobile February 2005 - January 2007
Skills
Banking, Capital Markets, Fixed Income Products, Business Analysis, Business Requirements, Functional..., Use Case Analysis, Testing, Telecommunications, Customer Service, Bloomberg, Bond Markets, CDS, Broadridge ICI, Equities, Fixed Income, Derivatives, Management, SDLC, Team Leadership
Education
University of Saskatchewan 1996 — 2002
B.Sc, Computer Science
University of Saskatchewan
B.S. Computer Science, Computer Science
Bank of Montreal July 2012 - Present
Expercom Infrastructure B'lore Pvt. Ltd July 2009 - May 2012
Bank of Montreal February 2008 - June 2009
Rogers Communications January 2007 - January 2008
T-Mobile February 2005 - January 2007
Skills
Banking, Capital Markets, Fixed Income Products, Business Analysis, Business Requirements, Functional..., Use Case Analysis, Testing, Telecommunications, Customer Service, Bloomberg, Bond Markets, CDS, Broadridge ICI, Equities, Fixed Income, Derivatives, Management, SDLC, Team Leadership
Education
University of Saskatchewan 1996 — 2002
B.Sc, Computer Science
University of Saskatchewan
B.S. Computer Science, Computer Science
Henry Ewert's Bank of Montreal Experience 1989 - 1996
Job President & CEO at Hallmark Tubulars Ltd.
Industry Oil & Energy
Experience
Hallmark Tubulars Ltd. April 2014 - Present
Hallmark Tubulars Ltd. January 2012 - March 2014
Hallmark Tubulars Ltd. April 2006 - December 2011
Standen's Limited April 2000 - November 2005
SMED International Inc. September 1996 - March 2000
Bank of Montreal 1989 - 1996
Arthur Andersen & Co. 1985 - 1989
Skills
Leadership, Accounting, Financial Analysis, Strategy, Financial Reporting, Process Improvement, Team Leadership, Procurement, Oil/Gas, Manufacturing, Negotiation, Upstream, Strategic Planning, Petroleum, Change Management, Corporate Finance, Energy, Contract Management, SAP, Forecasting
Education
Canadian Institute of Chartered Accountants 1985 — 1989
CA
University of Saskatchewan 1981 — 1985
BComm, Accounting
Hallmark Tubulars Ltd. April 2014 - Present
Hallmark Tubulars Ltd. January 2012 - March 2014
Hallmark Tubulars Ltd. April 2006 - December 2011
Standen's Limited April 2000 - November 2005
SMED International Inc. September 1996 - March 2000
Bank of Montreal 1989 - 1996
Arthur Andersen & Co. 1985 - 1989
Skills
Leadership, Accounting, Financial Analysis, Strategy, Financial Reporting, Process Improvement, Team Leadership, Procurement, Oil/Gas, Manufacturing, Negotiation, Upstream, Strategic Planning, Petroleum, Change Management, Corporate Finance, Energy, Contract Management, SAP, Forecasting
Education
Canadian Institute of Chartered Accountants 1985 — 1989
CA
University of Saskatchewan 1981 — 1985
BComm, Accounting
Amy Bernstein's Bank of Montreal Experience February 1994 - April 2012
Job Experienced fiduciary and investment risk manager and attorney
Industry Financial Services
Experience
Bank of Montreal February 1994 - April 2012
Altzheimers Association November 1992 - February 1994
Sidley Austin LLP April 1988 - November 1990
The Bank of California (now Union Bank) February 1984 - November 1987
Wells Fargo November 1979 - February 1984
Skills
Securities, Alternative Investments, Investments, Risk Management, Financial Services, Wealth Management, Equities, Mutual Funds, Banking, Investment Advisory, Asset Management, Financial Risk, Due Diligence, Fixed Income, Portfolio Management, Private Equity, Hedge Funds
Education
University of San Francisco School of Law 1974 — 1977
JD, Magna cum Laude, Law
University of Pennsylvania 1971 — 1974
BA, Magna cum Laude, History
Bank of Montreal February 1994 - April 2012
Altzheimers Association November 1992 - February 1994
Sidley Austin LLP April 1988 - November 1990
The Bank of California (now Union Bank) February 1984 - November 1987
Wells Fargo November 1979 - February 1984
Skills
Securities, Alternative Investments, Investments, Risk Management, Financial Services, Wealth Management, Equities, Mutual Funds, Banking, Investment Advisory, Asset Management, Financial Risk, Due Diligence, Fixed Income, Portfolio Management, Private Equity, Hedge Funds
Education
University of San Francisco School of Law 1974 — 1977
JD, Magna cum Laude, Law
University of Pennsylvania 1971 — 1974
BA, Magna cum Laude, History
Jane Zhen Zheng's Bank of Montreal Experience April 2011 - January 2013
Job Manager, LGD Methodology
Industry Financial Services
Experience
RBC January 2013 - Present
Bank of Montreal April 2011 - January 2013
HSBC Finance Canada March 2007 - April 2011
Statistics Canada 2005 - 2007
Skills
Risk Management, Mainframe, SAS, LGD, Credit Risk, Portfolio Management, Financial Risk, Analytics, JCL, Financial Modeling, SAS programming, Banking
Education
University of Toronto 2006 — 2008
M.Sc., Statistics
University of Saskatchewan 2003 — 2005
M.A., Economics
RBC January 2013 - Present
Bank of Montreal April 2011 - January 2013
HSBC Finance Canada March 2007 - April 2011
Statistics Canada 2005 - 2007
Skills
Risk Management, Mainframe, SAS, LGD, Credit Risk, Portfolio Management, Financial Risk, Analytics, JCL, Financial Modeling, SAS programming, Banking
Education
University of Toronto 2006 — 2008
M.Sc., Statistics
University of Saskatchewan 2003 — 2005
M.A., Economics
Marlene Jackson PMP's Bank of Montreal Experience October 2011 - Present
Job CRM2 Program Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2015 - Present
Bank of Montreal October 2011 - Present
CIBC 2014 - 2015
KPMG Canada March 2011 - October 2011
St. Joseph Hospital 2009 - 2011
Hallmark Cards March 2008 - May 2009
Sundex Information Systems March 2006 - March 2008
Royal Bank Financial Group December 2001 - January 2006
DWL May 1997 - July 2001
Skills
Team Building, Application Architecture, PMO, Change Management, Leadership, Program Management, Integration, Project Management, Business Process, Strategy, Management, PMP, Business Intelligence, Project Planning, Management Consulting, Business Analysis, Project Delivery
Education
University of Phoenix 2010 — 2012
MBA, Finance
University of Toronto 2001 — 2001
PMP, Department of Engineering Continuing Education
University of Toronto - Woodsworth College 1984 — 1990
BA, Economics, Geography, Computer Studies
RBC Wealth Management February 2015 - Present
Bank of Montreal October 2011 - Present
CIBC 2014 - 2015
KPMG Canada March 2011 - October 2011
St. Joseph Hospital 2009 - 2011
Hallmark Cards March 2008 - May 2009
Sundex Information Systems March 2006 - March 2008
Royal Bank Financial Group December 2001 - January 2006
DWL May 1997 - July 2001
Skills
Team Building, Application Architecture, PMO, Change Management, Leadership, Program Management, Integration, Project Management, Business Process, Strategy, Management, PMP, Business Intelligence, Project Planning, Management Consulting, Business Analysis, Project Delivery
Education
University of Phoenix 2010 — 2012
MBA, Finance
University of Toronto 2001 — 2001
PMP, Department of Engineering Continuing Education
University of Toronto - Woodsworth College 1984 — 1990
BA, Economics, Geography, Computer Studies
aris Naidas's Bank of Montreal Experience September 2008 - Present
Job Accounting OperationsFinance Manager
Industry Banking
Experience
BMO Financial Group 2010 - Present
Bank of Montreal September 2008 - Present
Bank of Montreal January 2004 - January 2007
DHL Worldwide Express 1989 - 1996
Education
University of Santo Tomas 1981 — 1985
Bachelor of Science - Major in Accounting, Accounting, CPA
BMO Financial Group 2010 - Present
Bank of Montreal September 2008 - Present
Bank of Montreal January 2004 - January 2007
DHL Worldwide Express 1989 - 1996
Education
University of Santo Tomas 1981 — 1985
Bachelor of Science - Major in Accounting, Accounting, CPA
Andrew Kondraski's Bank of Montreal Experience 2001 - 2004
Job Investment Communications Manager at Ontario Teachers' Pension Plan
Industry Public Relations and Communications
Experience
Ontario Teachers' Pension Plan September 2010 - Present
BarnesMcInerney Inc. 2005 - 2010
Ernst & Young 2004 - 2005
Bank of Montreal 2001 - 2004
The Law Society of Upper Canada 1993 - 2000
Skills
Speech Writing, Marketing Communications, Investor Relations, Corporate Communications, Corporate Governance, Media Relations, Strategic Communications, Capital Markets, Strategic Planning, Internal Communications, Financial Services, Strategy, Communications Planning, Crisis Communications, Securities, Communication Training, Press Releases
Education
Western University
M.A., Journalism
University of Saskatchewan 1982 — 1986
B.Comm
Ontario Teachers' Pension Plan September 2010 - Present
BarnesMcInerney Inc. 2005 - 2010
Ernst & Young 2004 - 2005
Bank of Montreal 2001 - 2004
The Law Society of Upper Canada 1993 - 2000
Skills
Speech Writing, Marketing Communications, Investor Relations, Corporate Communications, Corporate Governance, Media Relations, Strategic Communications, Capital Markets, Strategic Planning, Internal Communications, Financial Services, Strategy, Communications Planning, Crisis Communications, Securities, Communication Training, Press Releases
Education
Western University
M.A., Journalism
University of Saskatchewan 1982 — 1986
B.Comm
Susan Guytingco's Bank of Montreal Experience September 2009 - Present
Job VP Product Management, Trade Finance, BMO Capital Markets
Industry Banking
Experience
Bank of Montreal September 2009 - Present
Skills
Trade Finance, SWIFT payments, Banking, Credit Risk, Payments, Business Analysis, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Treasury Management, Risk Management, Portfolio Management, Financial Services, Financial Risk
Education
University of San Carlos
Bachelor of Science in Business Administration
Bank of Montreal September 2009 - Present
Skills
Trade Finance, SWIFT payments, Banking, Credit Risk, Payments, Business Analysis, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Treasury Management, Risk Management, Portfolio Management, Financial Services, Financial Risk
Education
University of San Carlos
Bachelor of Science in Business Administration
Alrika Thiart's Bank of Montreal Experience August 2010 - Present
Job Financial Performance Management
Industry Banking
Experience
Bank of Montreal August 2010 - Present
HSBC (UK) November 2008 - June 2010
London Stock Exchange (UK) April 2007 - September 2008
KPMG (UK) January 2006 - March 2007
Astral Operations Limited (South Africa) March 2004 - November 2005
PricewaterhouseCoopers (South Africa) March 2001 - February 2004
Skills
Financial Analysis and..., Auditing & Compliance, Accounting Principles, Risk Management &..., Budgeting & Forecasting, Cash Flow Management &..., Communication Skills, Building Relationships, Accounting, Auditing, Financial Reporting, Analysis, Budgets, Finance, Financial Accounting, Forecasting, IFRS, Internal Audit, Internal Controls, Risk Management, Banking, Financial Audits
Education
South African Institute of Chartered Accountants
Chartered Accountant License
University of Cape Town / Accounting Professional Training 2003 — 2003
Post Graduate Diploma in Auditing
University of South Africa/Universiteit van Suid-Afrika 2000 — 2002
Honours Degree, Accounting
University of Stellenbosch 1997 — 2000
Bachelors Degree, Accounting
Bank of Montreal August 2010 - Present
HSBC (UK) November 2008 - June 2010
London Stock Exchange (UK) April 2007 - September 2008
KPMG (UK) January 2006 - March 2007
Astral Operations Limited (South Africa) March 2004 - November 2005
PricewaterhouseCoopers (South Africa) March 2001 - February 2004
Skills
Financial Analysis and..., Auditing & Compliance, Accounting Principles, Risk Management &..., Budgeting & Forecasting, Cash Flow Management &..., Communication Skills, Building Relationships, Accounting, Auditing, Financial Reporting, Analysis, Budgets, Finance, Financial Accounting, Forecasting, IFRS, Internal Audit, Internal Controls, Risk Management, Banking, Financial Audits
Education
South African Institute of Chartered Accountants
Chartered Accountant License
University of Cape Town / Accounting Professional Training 2003 — 2003
Post Graduate Diploma in Auditing
University of South Africa/Universiteit van Suid-Afrika 2000 — 2002
Honours Degree, Accounting
University of Stellenbosch 1997 — 2000
Bachelors Degree, Accounting
Brian Mak's Bank of Montreal Experience October 2001 - June 2003
Job Technical System Analyst at RBC
Industry Banking
Experience
RBC September 2013 - Present
Hudson's Bay Company August 2012 - August 2013
RBC June 2003 - June 2012
Bank of Montreal October 2001 - June 2003
Education
University of Saskatchewan 1980 — 1984
Bachelor of Science (BSc), Computer Science
RBC September 2013 - Present
Hudson's Bay Company August 2012 - August 2013
RBC June 2003 - June 2012
Bank of Montreal October 2001 - June 2003
Education
University of Saskatchewan 1980 — 1984
Bachelor of Science (BSc), Computer Science
Edmund Fung's Bank of Montreal Experience March 2001 - Present
Job Technology Head at Bank of Montreal
Industry Banking
Experience
Bank of Montreal March 2001 - Present
Skills
Basel, Risk Management Systems, Credit Risks, Credit Models, Monte Carlo Simulation, General Management, Financial Management, People Management, Oracle, Data Warehouse, Foreign Exchange, Money Markets, SOA, Distributed Systems, Data Communications, Supply Chain Management, XML and messaging, Software Solution..., Liquidity Risk, Project Management, Enterprise Stress..., Risk Methodology, Real time systems, Capital Markets..., Software Engineering, Budget Process
Education
University of Southampton 1981 — 1982
Master of Science (M.Sc.), Electronics
Imperial College, London University 1978 — 1981
B.Sc., Electrical Engineering
Bank of Montreal March 2001 - Present
Skills
Basel, Risk Management Systems, Credit Risks, Credit Models, Monte Carlo Simulation, General Management, Financial Management, People Management, Oracle, Data Warehouse, Foreign Exchange, Money Markets, SOA, Distributed Systems, Data Communications, Supply Chain Management, XML and messaging, Software Solution..., Liquidity Risk, Project Management, Enterprise Stress..., Risk Methodology, Real time systems, Capital Markets..., Software Engineering, Budget Process
Education
University of Southampton 1981 — 1982
Master of Science (M.Sc.), Electronics
Imperial College, London University 1978 — 1981
B.Sc., Electrical Engineering
Teresita Mariano, CISA's Bank of Montreal Experience September 2010 - Present
Job Process Improvement QA Specialist at Bank of Montreal
Industry Banking
Experience
Bank of Montreal September 2010 - Present
Bank of Montreal January 2010 - September 2010
Bank of Montreal March 2008 - January 2010
WeServ Systems International, Inc. November 2003 - April 2007
Skills
CMMI, ISO 9001, Product Development, Process Improvement, Quality Assurance, SDLC, Iso 9000, Risk Management, PMP, Visio, Software Development, Software Documentation, Change Management, Business Process, Requirements Gathering, Project Planning
Education
University of Santo Tomas
Bachelor of Science, Engineering
Bank of Montreal September 2010 - Present
Bank of Montreal January 2010 - September 2010
Bank of Montreal March 2008 - January 2010
WeServ Systems International, Inc. November 2003 - April 2007
Skills
CMMI, ISO 9001, Product Development, Process Improvement, Quality Assurance, SDLC, Iso 9000, Risk Management, PMP, Visio, Software Development, Software Documentation, Change Management, Business Process, Requirements Gathering, Project Planning
Education
University of Santo Tomas
Bachelor of Science, Engineering
CIBC
BMO Financial Group
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico