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,
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Bank of Montreal Employees
HSBC Securities (USA) Inc. June 2014 - Present
HSBC Bank Canada March 2014 - June 2014
HSBC Bank Canada July 2010 - March 2014
Bank of Montreal April 2008 - July 2010
Skills
Investments, Portfolio Management, Banking, Mutual Funds, Financial Modeling
Education
CFA Institute
CFA Level III Candidate (June 2015)
Canadian Securities Institute 2013 — 2013
Conduct and Practice Handbook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Concordia University 2005 — 2008
B.Comm, Finance
Yellow Pages Group / Groupe Pages Jaunes – Canada February 2014 - Present
TEKsystems June 2011 - January 2014
IBM Global Business Services March 2010 - June 2011
Amdocs March 2004 - October 2009
Amdocs Canada Managed Services (ACMS) October 2000 - March 2004
Bank of Montreal January 2000 - September 2000
IBM Global Services September 1996 - January 2000
Skills
Banking, Project Management, Telecommunications, Business Requirements, PMP, PMO, Software Project..., ITIL, Project Portfolio..., Project Delivery, Business Analysis, MS Project, Resource Management, Agile Project Management, CMMI, Integration, Scrum, Agile Methodologies, Project Planning, Requirements Analysis, IT Service Management, SDLC, Governance, Solution Architecture, IT Strategy, Management, IT Management, Enterprise Architecture, System Deployment, Software Development, Business Process, Vendor Management, Visio, Information Technology, Business Intelligence, Requirements Gathering, Business Process..., Service Delivery, Consulting, SharePoint, Program Management, Outsourcing, PMI, Release Management, Certified Project..., IT Outsourcing, Systems Analysis, ERP, SOA, Pre-sales
Education
McGill University 2008 — 2009
York University - Schulich School of Business 2002 — 2004
Master Certificate
Concordia University 1979 — 1982
B. Comm
Yellow Pages / Pages Jaunes – Canada October 2014 - Present
Bank of Montreal 2013 - 2014
Continental Links Inc June 2009 - May 2011
Birks & Mayors Inc October 2008 - May 2009
Concordia University Bookstore January 2004 - January 2006
Skills
Public Relations, Press Releases, Strategic Communications, Media Relations, Marketing Communications, Social Media Marketing, Management, Social Media, Event Management, Blogging, Fashion, Advertising, Customer Service, Event Planning, Online Marketing, Market Research, Merchandising, Brand Management, Email Marketing, Marketing, Facebook, Copywriting, Corporate Communications, Internal Communications
Education
McGill University 2009 — 2011
Management, Public Relation
Concordia University
Bachelor of Arts, English Literature, Minor Communication
Dawson College
TD Canada Trust February 2014 - Present
Laurentian Bank June 2011 - February 2014
Bank of Montreal February 2009 - June 2011
BMO Bank of Montreal January 2006 - March 2009
Morneau Sobeco 2003 - 2006
Skills
Credit, Mortgage Lending, Banking, Loans, Investments, Retail Banking, Mutual Funds, Residential Mortgages, Refinance, Credit Analysis, Branch Management, Relationship Management, Customer Service, Lines Of Credit, Credit Cards, Debt Consolidation, Consumer Lending, Credit Risk, Wealth Management, Commercial Banking, Portfolio Management, Commercial Lending
Education
Concordia University 2001 — 2004
B.Sc., Actuarial Mathematics
Institute of Canadian Bankers
Branch Compliance Officer & Mutual Funds Certificate, Finance
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod January 2001 - November 2011
Scotiabank January 1998 - January 2001
Bank of Montreal 1994 - 1998
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Financial Services, Wealth, ETFs, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management, FX Options
Education
Concordia University 1991 — 1995
BComm, Finance
Vanier College 1988 — 1991
GE Healthcare IT May 2015 - Present
Commerical Advisory Board April 2013 - Present
GE June 2014 - May 2015
GE Healthcare IT January 2014 - April 2015
GE Healthcare December 2010 - December 2013
GE Healthcare February 2010 - December 2010
GE Healthcare April 2009 - February 2010
GE Healthcare March 2006 - April 2009
Bank of Montreal March 2005 - March 2006
Skills
Healthcare IT, Healthcare Information..., EMR, Contract Negotiation, Team Building, Strategic Negotiations, Tactical Sales, Client Relationship..., Miller Heiman, Strategic Selling, Centricity Practice..., Centricity EMR, Corporate Branding, Value Selling, Closing Skills, Executive Management, Cross-functional Team..., EHR, Business Strategy, Change Management, Mentoring, Sales Presentations, Communication, Community Health Centers, FQHC, Medicaid, Medicare, Grant Writing, Direct Sales, Sales, CRM, Business Development, Capital Equipment, Centricity, Revenue Cycle Management, Medical Devices, Program Management, Leadership, Healthcare Industry, Forecasting, Physicians
Education
GE Global Learning - Crotonville Leadership 2012 — 2012
Foundations of GE Leadership
Concordia University-Wisconsin 2009 — 2011
Master of Business Administration (M.B.A.), Healthcare Administration
GE Global Learning - Crotonville Leadership
Personal Leadership Strategies
Germantown High School
Marquette University
Business Administration, Finance and Marketing
Bay Area Accessibility and Inclusive Design Meetup January 2014 - Present
LinkedIn November 2013 - Present
Global Accessibility Awareness Day November 2011 - Present
Adaptech Research Network 1999 - Present
Knowbility 2011 - 2014
Toronto Accessibility and Inclusive Design Meetup May 2012 - October 2013
RBC 2006 - 2013
Bank of Montreal 2001 - 2006
IBM Canada LTD. 2000 - 2001
Skills
accessibility, wcag, Adaptive Technology, JAWS, presentation, Braille, Panel Moderator, Training Facilitation, Delivering Technical..., Assistive Technology, Project Management, Public Speaking, Usability, Presentations, social media, community leadership, leadership, team leadership, Building Relationships, Connector of People, Enter your skill or..., Accessibility, Information Architecture, Leadership, WCAG, Social Media, Team Leadership, Community Development, Community Outreach, User Experience, Strategy, Training, E-Learning, Usability Testing, Requirements Gathering, Web Project Management, Technical Writing, Management, Consulting, Research, Data Analysis, Community Leadership, Networking
Education
Concordia University
M.A., Educational Technology
Concordia University
B.A. (with distinction), Political Science
Dawson College
D.E.C.
Loyola High School 1985 — 1990
Campari America October 2014 - Present
Various Contracts November 2010 - Present
BFG Communications June 2014 - September 2014
Metrowize March 2013 - July 2014
Campus Solutions November 2010 - August 2012
Bank of Montreal July 2009 - June 2010
Financial Security Assurance February 2008 - May 2009
U.S. Department of Commerce June 2008 - September 2008
New York Mercantile Exchange September 2007 - November 2007
Altanes Investments February 2007 - April 2007
Skills
Photoshop, Marketing, Finance, Social Media Marketing, Access, Facebook, Social Media, Direct Marketing, Analysis, PowerPoint, Market Research, Financial Analysis, Financial Modeling, Public Relations, Microsoft Office, Advertising, Blogging, Project Management, Online Advertising, Press Releases, Marketing Strategy, Microsoft Excel, Business Development, Risk Management, Business Strategy, Digital Marketing, Event Planning, Marketing Communications, Competitive Analysis, Management, Television, Digital Media, Business Planning, Social Networking, Strategic Planning, Entrepreneurship, SEO, Budgets, Integrated Marketing, Strategic Partnerships, Digital Strategy, Email Marketing, Google Analytics, Online Marketing, Strategy, Time Management, Analytics, Leadership, Event Management, Salesforce.com
Education
Concordia University 2008 — 2009
Finance
Pace University 2005 — 2009
BBA, Finance, Economics Minor
Bank of Montreal June 2012 - November 2012
Esso Inc. January 2009 - April 2012
SAQ December 2009 - December 2009
Skills
Advanced English, Bilingual English-French, Solid computer skills, Microsoft Excel, Microsoft Office, Creative Writing, Creative Problem Solving, Photoshop, Python, Web 2.0, Web Design, HTML scripting, Adobe Flash
Education
Concordia University 2013 — 2017
Bachelor of Engineering (BEng), Computer Science
Dawson College 2007 — 2009
Creative Arts, Literature and Languages
LRHS 2007 — 2007
High School Diploma, General Studies
Belden Inc. June 2013 - Present
Belden Inc. June 2012 - May 2013
Belden Inc. November 2010 - May 2012
Bank of Montreal June 2006 - November 2010
H&R Block February 2010 - May 2010
Skills
Market Research, Analytical Skills, Business Process..., Reporting & Analysis, Financial Analysis, Problem Solving, Procedure Development, Project Management, Procedure Creation, Sales, Team Leadership, Customer Service, Teamwork, Analysis, Account Management, Accounting, Event Management, Pricing
Education
Concordia University 2006 — 2009
Bachelor of Commerce (BCom), Finance, General
Investment Planning Counsel March 2008 - Present
RMA Real Mortgage Associates February 2011 - Present
Tax Solutions January 2008 - Present
Mountford Condominium 2010 - 2013
Dominion Lending Centres January 2009 - February 2010
Bank of Montreal 2000 - 2007
Bank of Montreal June 1999 - May 2006
Skills
Banking, Tax, Credit, Mortgage Lending, Strategic Financial..., Investments, Mutual Funds, Rental Real Estate, Financial Services, Investment Properties, Finance, Financial Planners, Refinance, Residential Mortgages, Retirement Planning, Debt Consolidation, Commercial Mortgages, Wealth Management, Construction Loans, Financial Advisory, Home Equity Lines of..., Certified Mortgage..., Mortgage Marketing, Lines Of Credit, Wealth, Mortgage Underwriting, Loans, Financial Planning
Education
Conestoga College 2005 — 2008
Canadian Securities Course, Financial Planning
John F Ross
John F Ross
Morgan Stanley April 2015 - Present
Morgan Stanley May 2013 - Present
Morgan Stanley April 2012 - April 2013
Bank of Montreal September 2009 - February 2012
HMV November 2002 - May 2009
Hatch September 2008 - December 2008
Skills
English, French, conversational italian, conversational spanish, Microsoft Office, Microsoft Outlook, PAL, NCCS, SharePoint, Customer Connect, Optimizer, Determined, Reliability, Performer, Initiating, Teamwork, Creative, Opportunist, Outlook, Initiation, Organization &..., Customer Satisfaction, Leadership, Pal, Management, Risk Management, Team Leadership, Data Analysis, Time Management, Business Analysis, Project Management, Customer Service
Education
Concordia University 2005 — 2008
Bachelor's degree, Philosophy, minor: Business Administration
Dawson College 2002 — 2005
DEC, Commerce
TALLBOYS - Craft Beer House September 2012 - Present
Swingman Entertainment Inc January 2010 - Present
Bank of Montreal January 2011 - May 2012
North by Northeast Conferences, Inc. May 2011 - June 2011
Bank of Montreal January 2010 - February 2011
Bank of Montreal February 2009 - January 2010
Navigant June 2008 - February 2009
Skills
Entrepreneurship, Social Media, Internal Communications, Event Planning, Strategic Communications, Event Management, Promotions, New Business Development, Restaurants, Bar Management
Education
University of Toronto 2009 — 2010
Certificate, Public Relations
Concordia University 2000 — 2004
B.A., English
Banque Nationale February 2013 - Present
Bank of Montreal January 2012 - February 2013
BMO January 2012 - February 2013
Epice Gan Eden July 2007 - January 2012
Laurentian Bank February 2008 - December 2010
Skills
Credit, Customer Service, Banking, Commercial Banking, Customer Relations, Investments
Education
Concordia University 2011 — 2012
Bachelors in commerce, Marketing
Vanier College 2003 — 2006
DEC in commerce, commerce
Government of Canada August 2014 - Present
Tailleur Bijan May 2011 - Present
CIBC February 2014 - August 2014
Concordia University - John Molson School of Business May 2011 - December 2013
Piron Ward Consultants May 2012 - October 2013
Concordia University - John Molson School of Business January 2011 - October 2013
Concordia University - John Molson School of Business February 2011 - August 2013
Bank of Montreal March 2008 - February 2012
John Molson School of Business, Concordia University September 2009 - January 2010
American Express 2006 - 2007
Skills
Teamwork, Research, Data Analysis, SPSS, Customer Service, Performance Management, Microsoft Excel, motivation, strategic management, Leadership, Management Consulting, Microsoft Office, French, Banking, Sales, English, Strategic Planning, NVivo, Qualitative Research, Statistics, Market Research, Public Speaking, Customer Relations, Administration, Excel, Entrepreneurship, Retail Banking, Compensation & Benefit, Compensation Structures, Investment Banking, Mortgage Lending, Lending
Education
Investment Funds Institute of Canada 2014 — 2014
Canadian Investment Funds Certificate
John Molson school of Business- Concordia University 2011 — 2013
Master of Science (M.Sc.), Management
Concordia University 2008 — 2009
Bachelors of science, Psychology
BMO Financial Group November 2013 - Present
Bank of Montreal February 2011 - October 2013
Skills
Information Security..., CISSP, Vulnerability Management, PCI DSS, Mobile Device Management, Coaching Staff, IT Management, Management, ITIL, Enterprise Architecture, IT Strategy
Education
BMOFG IFL 2011 — 2012
Leadership Development Program
SANS 2010 — 2010
Network Penetration Testing and Ethical Hacking
(ISC)2 2009 — 2009
CISSP, Information System Security
Concordia University 1995 — 1998
Computer Sciences
Champlain College 1992 — 1995
Pure and Applied Sciences
PSP Investments April 2012 - Present
Desjardins Capital Markets May 2008 - May 2011
Bank of Montreal September 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Valuation, Equities, Due Diligence, Mergers & Acquisitions, Private Equity, Investments, Investment Banking, Asset Management, Securities, Business Strategy, Bloomberg, Fixed Income, Portfolio Management, Derivatives
Education
McGill University 2011 — 2011
Certificate of Proficiency, French Language
Queen's University 2007 — 2008
MBA, Specialized in Finance
Concordia University 2002 — 2005
B.Comm, Finance
Marianopolis College 2000 — 2002
DEC, Health Science
SAP October 2013 - Present
National Bank of Canada July 2010 - October 2012
National Bank of Canada November 2008 - July 2010
BMO July 2008 - November 2008
Bank of Montreal May 2007 - September 2007
Skills
Derivatives, Risk Management, Credit, Equities, Java, Trading, Programming, LaTeX, Software Development, Computer Hardware, Microsoft Office, PHP, phpMyAdmin, MySQL, HTML, JavaScript, C++, C, C#, .NET, Visual Basic, VBA, VB.NET, Hedge Funds, Back Office, Problem Solving, FX, Options, Equity Derivatives, Fixed Income, Financial Analysis, Data Analysis, Mutual Funds, Excel, Hedging, Customer Service, Bloomberg, Bonds, ABAP, SQL, Finance, Financial Risk, Banking
Education
Concordia University 2012 — 2013
Graduate Diploma in Computer Science
Concordia University 2005 — 2008
BCom, Finance
BMO Bank of Montreal June 2014 - Present
BMO Banque de Montréal September 2012 - July 2014
BMO Banque de Montréal June 2007 - August 2012
BMO Banque de Montréal August 2005 - June 2007
Bank of Montreal February 2002 - July 2005
Skills
Wealth Management, Commercial Banking, Mortgage Lending, Retail Banking, Strategic Financial..., Credit Risk, Investments, Banking, Corporate Finance, Small Business Lending, Mutual Funds, Retirement Planning, Investment Advisory, Credit, Mergers, Portfolio Management, Investment Strategies, Debt Consolidation, Commercial Lending, Residential Mortgages, Credit Analysis, Loans, Relationship Management, Financial Services, Consumer Lending, Financial Planning, Mergers, Financial Modeling
Education
Dalhousie University 2004 — 2007
M.B.A., Financial Services
Concordia University 1993 — 1996
Bachelor's, Finance
McGill University 1991 — 1993
C.M.A, Accounting
Bank of Montreal September 2010 - Present
Bank of Montreal September 2010 - Present
Bruce Restaurant and Lounge September 2008 - August 2010
Bruce Restaurant and Lounge September 2008 - August 2010
Swiss Chalet Restaurant August 2005 - May 2008
Education
Conestoga College 2009 — 2011
Diploma, General Business
Conestoga College
General Business Program Diploma graduating, 2011
Saint Benedict Catholic Secondary School
Branksome Law LLP December 2014 - Present
Ministry of the Attorney General (Ontario) July 2011 - October 2013
Ontario Ministry of the Attorney General November 2009 - July 2011
BMO Financial Group June 1993 - August 2009
Bank of Montreal 1993 - August 2009
Fasken Martineau DuMoulin 1987 - 1993
Education
McGill University 2002 — 2006
BCL/LLB, Law
Concordia University 1980 — 1982
Bachelor of Arts, Philosophy
Bonnie Doon
Bank of Montreal July 2011 - Present
Jeune Chambre de commerce de Montréal July 2011 - June 2012
HSBC March 2010 - June 2011
Jeune Chambre de commerce de Montréal September 2009 - June 2011
Jeune Chambre de commerce de Montréal February 2010 - January 2011
Banque Laurentienne April 2008 - February 2010
Banque Laurentienne 2005 - 2008
Education
1998 — 2002
B Sc., Double concentration Mathematique & Statistiques + Economies
Institut des Banquiers Canadiens
Représentant en épargne collectif
Best Buy October 2011 - July 2014
Bank of Montreal January 2010 - January 2014
Best Buy July 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, AutoCAD, Time Management, Microsoft Office, Matlab, Civil Engineering
Education
Concordia University 2010 — 2014
B.Eng, Civil Engineering
Vanier College 2007 — 2010
DEC, Pure And Applied Sciences
Westmount High School
State Street July 2015 - Present
Dynamic Funds April 2013 - Present
Dynamic Funds October 2012 - Present
CIBC May 2011 - October 2012
Future Shop May 2010 - May 2011
Bank of Montreal May 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Outlook, Coins, Banking, Teamwork, Customer Service, Home Equity Lines of..., Consumer Lending, Lines Of Credit, Financial Services, Investments, Retail Banking, Residential Mortgages, Credit
Education
Concordia University 2008 — 2011
BA, Administration, Finance
Vanier College 2005 — 2007
College diploma, Commerce
Natixis September 2014 - Present
Natixis September 2012 - September 2014
SickKids July 2011 - September 2012
Bank of Montreal April 2011 - July 2011
Ontario Arts Council January 2011 - April 2011
MCAP June 2010 - March 2011
LHIN Shared Services Organization February 2010 - May 2010
Loblaw Companies Limited December 2007 - February 2010
Loblaw Companies Limited September 2006 - December 2007
ITech Servicing January 2005 - August 2006
Skills
SharePoint, Business Analysis, Solution Architecture, Business Process Design, Requirements Analysis, Project Coordination, SDLC, Stakeholder Management, Technology Evaluation, Operations Management, Business Intelligence, Project Management, Team Leadership, ASP.NET, Management, Microsoft SQL Server, Integration, Business Process, Enterprise Software, Software Development
Education
Project Management Institute 2013 — 2014
PMI-ACP Certification, Agile
Microsoft 2012 — 2012
MCITP (Microsoft Certified IT Professional), SharePoint 2010
Microsoft 2008 — 2008
MCTS (Microsoft Certified Technology Specialist), SharePoint 2007
ObjectSharp Training 2008 — 2008
SharePoint development course
Conestoga College 2003 — 2006
Computer Programmer\Analyst (Co-op)
BNP Paribas 2000 - Present
Banque Paribas 1990 - 2000
Bank of Montreal 1982 - 1990
Royal Trust 1978 - 1981
Skills
Portfolio Management, Investments, Finance, Structured Finance, Bonds, Interest Rate..., Insurance, Management, Capital Markets, Corporate Finance, Derivatives, Valuation, Emerging Markets
Education
Concordia University 1981 — 1982
MBA
McGill University 1975 — 1978
B Comm
PwC July 2015 - Present
PwC August 2013 - July 2015
YCPA March 2013 - January 2015
PwC January 2012 - August 2013
PwC January 2011 - June 2011
Bombardier Aerospace May 2010 - August 2010
Mercedes-Benz Canada August 2009 - December 2009
Bank of Montreal July 2008 - September 2009
Skills
Accounting, Tax Preparation, Tax Accounting, Individual Taxation, Income Tax, US Tax, Tax, Financial Accounting, Corporate Tax
Education
Université de Sherbrooke 2014 — 2016
Master's degree, Taxation
McGill University 2012 — 2013
Graduate Certificate in Accounting Practice
Internal Revenue Service 2012 — 2013
Enrolled Agent, US Taxation
Concordia University 2008 — 2011
Bachelor of Commerce, Accounting
CIBC World Markets May 2013 - May 2014
RBC June 2009 - April 2011
Bank of Montreal June 2007 - July 2009
Dell April 2004 - August 2005
Skills
Analysis, Public Speaking, Market Research, Leadership, Marketing Strategy, Financial Analysis, Customer Service, Relationship Management, Team Leadership, Mortgage Banking, Strategy, Mortgage Lending, Automotive Products, Research, Presentation Coaching, Time Management, Data Analysis, Marketing, Strategic Planning, Risk Management, Automotive Aftermarket, Business Analysis, Microsoft Excel, Microsoft CRM, Teamwork, Project Management, Business Development, Business Strategy, Coaching, Microsoft Office, Training, Sales, Video Games, Finance, Marketing Communications
Education
Ryerson University 2012 — 2013
Master of Business Administration (MBA), Marketing
University of Ontario Institute of Technology 2005 — 2008
Bachelor of Commerce Honors, Marketing
Concordia University College of Alberta 2003 — 2005
Bachelor of Commerce (B.Com.), Business/Commerce, General
BMO Private Bank January 2014 - Present
BMO Harris Private Banking January 2005 - January 2014
Bank of Montreal July 2003 - December 2004
Computershare 2002 - 2003
NBCN 2001 - 2002
The Canadian Depository for Securities Limited (CDS) 1997 - 2001
Skills
Accounting, Equities, Investments, Portfolio Management, Capital Markets, Settlement, Commercial Banking, Financial Analysis, Investment Strategies, Banking, Securities, Trust Services, Credit Analysis, Credit, Canadian Securities..., Key Client Relationships, Wealth Management..., AML, Retirement Planning, High Net Worth..., Relationship Management
Education
CSI Institute 2009 — 2013
Financial Planning Program, Quebec
CFA Institute 2004 — 2006
CFA
Concordia University 1993 — 1996
Bachelor of Commerce, Major in Finance
Vanier College 1991 — 1993
D.E.C., Pure and Applied Sciences
College Beaubois 1986 — 1991
D.E.S.
Bank of Montreal May 2015 - Present
Bank of Montreal June 2008 - May 2015
Dundee Leeds January 2008 - June 2008
Dundee Leeds January 2007 - December 2007
Dundee Securities, DundeeWealth Inc September 2006 - January 2007
Mirabaud & Cie April 2005 - April 2006
Capinfo Company Ltd April 2001 - October 2002
Agricultural Bank of China September 1994 - March 2000
Skills
Options, Equities, Commodity, Financial Modeling, Swaps, Banking, Securities, Structured Products, Investments, Currency, Rates, Project Management, Compliance, Regulatory reporting, Financial Accounting
Education
Concordia University 2004 — 2007
B.Commerce, Finance
Concordia University 2004 — 2007
Bachelor's Degree, Commerce, Specialty in Finance; Management
Nankai University 1990 — 1994
B. Econ, Finance
Thornhill Landscaping April 2012 - Present
Local Initiatives Design Group Inc January 1994 - Present
Bank of Montreal January 1985 - January 1994
Stone and Adler Direct January 1980 - December 1984
Skills
Advertising, Graphic Design, Leadership, Posters, Financial Services, Marketing Strategy, Small Business, Entrepreneurship, New Business Development, Marketing, Social Media Marketing, Online Marketing, Online Advertising, Direct Marketing, Time Management, Project Management, People Management, Building Relationships, Product Knowledge
Education
Concordia University
B.Comm, Statistics and Mathematics
Elite Group Inc./Dcore Lifestyle Inc. September 2013 - Present
Elite Group Inc./Limage Home Products August 2010 - September 2013
Hachette Distribution Services 2006 - 2010
Bank of Montreal 2005 - 2006
Education
Concordia University 2002 — 2006
BCOMM, Marketing, minor Management
Invis May 2012 - Present
Mortgage Intelligence January 2009 - Present
Real Business Exchange Ottawa March 2008 - Present
Real-Estate-purchasing-for-Dummies/ March 2009 - October 2012
Real Business Exchange-Ottawa May 2010 - July 2011
Barrhaven Business Advantage BBA 2010 - 2011
Mortgage Architects October 2008 - December 2008
Bank of Montreal March 2006 - August 2007
CIBC March 2003 - March 2006
Palais Des Prix September 1991 - February 2000
Skills
Credit Analysis, New Business Development, Social Networking, Team Building, Team Leadership, Business Analysis, Blogging, Customer Relations, Customer Service, Data Analysis, Event Planning, Fundraising, Key Account Management, Leadership Development, Microsoft Office, Social Media, Negotiation, Organizing, Outlook, Planning, PowerPoint, Real Estate, Teamwork, Underwriting, First Time Buyers, Credit, Mortgage, Loans, Debt, Insurance, Budgeting, Refinance, Mortgage Lending, Commercial Mortgages, Purchase, Problem Solving, B2B, Referrals, Due Diligence, Home, Banking, Project Planning, Budgets, First Time Home Buyers, Investment Properties, Credit Risk, Mortgage Underwriting, Investments, Business Development, Marketing
Education
Concordia University 1989 — 1991
Commerce
Dawson College
Business Administration, Marketing and Management
Bank of Montreal November 2006 - Present
Bank of Montreal August 2004 - November 2006
RBC January 2001 - August 2004
RBC June 1997 - January 2002
Royal Trust January 1990 - June 1997
Education
Concordia University 1996 — 2009
IQPF, Financial Planning
Canadian Securities Course 1987 — 1988
Concordia University 1983 — 1987
BA, Economics
Emeritus Financial Strategies August 2013 - Present
DKCI Events May 2011 - Present
Artist 2005 - Present
Bank of Montreal July 2012 - July 2013
COOPER COLE 2012 - 2012
Skills
Creativity Skills, Client Relations, Adobe Creative Suite, Social Media, Adobe Acrobat, Event Planning, Mac, Financial Services
Education
Concordia University 2008 — 2012
Bachelor of Fine Arts (BFA), Studio Art & Art History
Citi September 2014 - Present
Citi January 2012 - August 2014
Citigroup July 2005 - December 2011
Ernst & Young April 2002 - June 2005
KPMG January 2001 - March 2002
Bank of Montreal September 1990 - December 2000
Skills
Financial Risk, Corporate Finance, Business Strategy, Credit Risk, Risk Management, Capital Markets, Enterprise Risk..., Basel II, Counterparty Risk, Operational Risk..., Economic Capital, Auditing, Stress Testing
Education
Trinity College Dublin 1992 — 1993
MBA, General
Concordia University 1986 — 1990
BA, Literature and Philosophy
Selwyn House 1976 — 1983
Finance and Investment Students' Association (FISA) May 2014 - Present
Bank of Montreal November 2011 - Present
Quantum Management Services Ltd. September 2014 - December 2014
Finance and Investment Students' Association (FISA) of the John Molson School of Business (JMSB) May 2013 - April 2014
Finance and Investment Students' Association (FISA) of the John Molson School of Business (JMSB) September 2012 - April 2013
The Concordia Pre-Law Society September 2011 - April 2012
Bank of Montreal July 2008 - October 2011
Bank of Montreal July 2010 - August 2010
Skills
Time Management, Teamwork, Public Relations, Leadership, Positive Personality, Public Speaking, Energetic team player, Self Motivated, Marketing, Customer Service, Finance, Analysis, Financial Modeling, Research, Training, Microsoft Office, Social Media Marketing, Social Media..., Recruiting, Strategy, Business Development, Communication, Relationship Management, Strategic Thinking
Education
Concordia University
Bachelor's Degree, Human Resource Management
Talent Advisory Group October 2013 - Present
Bank of Montreal June 2009 - October 2013
Hudson January 2007 - May 2009
Permanent Search Group (PSG) April 1996 - December 2006
Skills
Talent Management, Recruiting, CRM, Building Relationships, Management, Executive Search, Talent Acquisition, Business Development, Leadership, Sourcing, Performance Management, Relationship Building, Technical Recruiting, Employee Engagement, Coaching, Onboarding, Strategy, Human Resources, Organizational..., Change Management, Interviews, Succession Planning
Education
Concordia University 1990 — 1994
Bachelor of Commerce, Human Resource Management
Michael Power/St. Joseph's
Bell Local May 2013 - Present
Association of English-language Publishers of Quebec August 2011 - May 2013
Geordie Productions March 2010 - June 2011
Geordie Productions October 2007 - June 2010
Royal Bank of Canada September 1998 - April 2000
Bank of Montreal March 1990 - June 1997
Education
Concordia University 1995 — 2007
BComm, Management
Dawson College 1993 — 1995
DEC, Commerce
DAVIDsTEA April 2015 - Present
Quantum Management Services Ltd. November 2012 - April 2015
Bank of Montreal December 2011 - November 2012
Tristan & Iseut Inc. September 2008 - December 2011
Accu-Link Call Centres Inc. February 2009 - August 2009
Digital Attraction Inc. April 2006 - October 2008
Skills
Adaptability, Leadership, Creative Problem Solving, Problem Solving, Customer Service, Data Analysis, Troubleshooting, Customer Relations, Flexibility, Human Resources, Recruiting, Structured Interviews, Time Management, Teamwork, New Hire Orientations, Coaching, Screening, Performance Management, Team Building, Employer Branding, Internet Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Outlook, Interviews, Management, Microsoft Excel, Onboarding, Employee Relations, HRIS, Customer Satisfaction, Training, Team Leadership, Employee Training, Networking, Organizational..., Talent Management, Taleo, Sales, HR Policies, PeopleSoft, Analysis, Hiring, Employment Law, Resume Writing, Personnel Management, Benefits Administration, Temporary Staffing, Job Descriptions
Education
Concordia University 2009 — 2012
BComm, Human Resources
Niagara College 2005 — 2007
Diploma, Hotel and Restaurant Management
Beacon Securities Limited May 2012 - Present
Credit Suisse Securities Canada Inc. 2006 - 2011
Credit Suisse 2001 - 2011
Credit Suisse Securities Canada Inc. 1998 - 2006
Credit Suisse 1997 - 2001
Credit Suisse 1988 - 1997
Bank of Montreal 1981 - 1988
Grant Thornton LLP 1973 - 1981
Skills
Financial Accounting, Tax, Compliance Management, Financial Risk, Banking, Management, Internal Audit, Risk Management, Capital Markets
Education
CICA
Chartered Accountant
McGill University
Graduate Diploma in Public Accounting
Concordia University 1969 — 1973
Bachelor of Commerce, Major in Marketing
Bank of Montreal November 1993 - Present
Bank of Montreal 1985 - 1987
Bank of Montreal 1980 - 1985
Education
Concordia University 1973 — 1976
BCOMM, Admin
Vanier College 1972 — 1973
CEGEP, Science and Business
CIBC January 2012 - Present
RBC Royal Bank December 2004 - January 2012
Bank of Montreal August 1997 - December 2004
Skills
Commercial Banking, Banking, Credit Analysis, Credit Risk, Retail Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Relationship Management, Lines Of Credit, Credit, Wealth Management, Corporate Finance, Mutual Funds, Residential Mortgages, Investments
Education
Dalhousie University 2001 — 2005
MBA, Financial Services
Concordia University 1992 — 1995
BA, Major in Finance
National Bank of Canada 2013 - 2014
National Bank of Canada 2009 - 2013
Bank of Montreal July 2007 - June 2009
BMO Financial Group 2006 - 2007
TD Canda Trust 2002 - 2006
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Finance, Sales, GRC, Coaching, Commercial Banking, Leadership, Investments, Mortgage Lending, Portfolio Management, Credit Risk, Mutual Funds, Risk Management, Financial Analysis, Wealth Management, Financial Planning, Customer Service, Relationship Management, Cross Selling, Financial Advisory, Business Analysis
Education
Concordia University
Certificate, Business Administration
Concordia University
McGill University
Certificate, Marketing
PWL Capital Inc August 2015 - Present
PWL Capital Inc April 2015 - July 2015
BMO Private Banking May 2011 - March 2015
Bank of Montreal August 2010 - May 2011
RBC August 2009 - August 2010
Federation CJA October 2008 - January 2009
Skills
Mutual Funds, Investment Management, Relationship Management, Investments, Wealth Management, Investment Strategies, Portfolio Management
Education
Concordia University 2007 — 2010
B.Comm, Finance, International Business
Université Paris Dauphine 2009 — 2009
B.Comm, Finance
Dawson College 2007 — 2009
DEC, health science
Dawson College 2007 — 2009
DEC, health science
DSolution October 2013 - Present
DSolution March 2014 - Present
Quadra Chemicals January 2012 - July 2013
BlueStar Canada July 2010 - January 2012
BlueStar Canada October 2009 - July 2010
Bank of Montreal 2005 - October 2009
Skills
Marketing Communications, Solution Selling, Channel, Email Marketing, Marketing, B2B, Product Marketing, Retail, Business Development, Market Planning, Advertising, Management, Customer Service, Competitive Analysis, Product Management, Sales, New Business Development, Event Planning, Sales Process, Social Media, Training, Account Management, Pricing, Trade Shows, Marketing Management, Direct Sales
Education
Concordia University 2004 — 2008
Bachelor of Commerce (B.Com.), Marketing
MNP September 2013 - Present
Tchon & Associés August 2013 - Present
Concordia University October 2012 - December 2013
Tchon & Associés January 2010 - August 2013
TD Meloche Monnex May 2011 - May 2012
Bank of Montreal March 2011 - May 2011
Bombardier Aerospace September 2009 - January 2010
Skills
Financial Reporting, Financial Accounting, Microsoft Excel, Accounting, Financial Analysis, Account Reconciliation, Budgets, Teamwork, Auditing, Tax, Financial Statements, Variance Analysis
Education
Concordia University 2011 — 2013
Dip, Chartered Accountancy
Concordia University 2008 — 2011
B.Comm, Accountancy
Vanier College 2005 — 2007
DEC, Commerce: International Business
TD Canada Trust October 2009 - Present
Bank of Montreal August 2004 - April 2009
Skills
Mortgage, Investments, Banking, Mortgage Lending, Credit, Portfolio Management, Loans, Risk Management, Commercial Banking, Retail Banking, Residential Mortgages, Finance, Management, Credit Analysis, Financial Services, Insurance, Underwriting, Relationship Management, Coaching, Commercial Mortgages, Lines Of Credit, Credit Risk, Financial Analysis, Sales, Customer Service, Commercial Lending, Small Business Lending, Home Equity Lines of..., Consumer Lending, Refinance, Wealth Management, Cross Selling
Education
Concordia University
Mackenzie Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Fidelity Investments May 2011 - September 2013
Standard Life January 2010 - April 2011
Bank of Montreal January 2008 - December 2009
Skills
Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Analysis, Wealth Management, Valuation, Derivatives, Financial Services, Alternative Investments, Retirement Planning, Financial Planning, Equities, Finance
Education
Concordia University 2010 — 2013
MBA, Investment Management
Concordia University 2006 — 2009
BComm, Finance
TD September 2014 - Present
TD August 2013 - August 2014
Concordia University September 2010 - December 2013
Investors Group May 2012 - May 2013
Bank of Montreal July 2011 - May 2012
Skills
Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Financial Analysis, Retirement Planning, Estate Planning, Banking, Retirement, Financial Advisory, Mortgage Lending, Bloomberg Terminal, Pensions, Microsoft Office
Education
Canadian Securities Institute 2014 — 2014
Financial Planning I
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, General
IFIC 2012 — 2012
Investment Funds in Canada
DentsuBos November 2014 - Present
Nautilus Plus May 2012 - December 2014
DentsuBos May 2014 - November 2014
Groupe Sensation Mode May 2014 - August 2014
Groupe Lessard June 2013 - August 2013
Judith & Charles October 2011 - November 2012
Bank of Montreal July 2011 - February 2012
CGI 2010 - 2010
Skills
Teamwork, Social Media, Social Media Marketing, Event Management, Event Planning, Team Leadership, Multi Tasking, Creative Thinking, Fundraisers, Marketing, Marketing Communications, Customer Satisfaction, Customer Retention, Customer Acquisition, Leadership, French, English, Greek, Basic HTML & CSS, Project Management, Project Planning, Digital Marketing, Digital Strategy, SEO, SEM
Education
Concordia University 2011 — 2013
Bachelor of Arts (B.A.), Fine/Studio Arts, General
American University of Paris 2008 — 2010
Communication Studies, Major
CEGEP Jean-de-Brébeuf 2007 — 2008
Science humaines
Pensionnat du Saint-Nom-de-Marie 2002 — 2007
High School
Raymond Chabot Grant Thornton November 2013 - Present
Grant Thornton Australia July 2013 - October 2013
Raymond Chabot Grant Thornton December 2010 - October 2013
Deloitte Canada September 2009 - April 2010
Deloitte Canada October 2007 - September 2009
Bank of Montreal June 2005 - July 2007
Skills
Canadian GAAP, Assurance, IFRS, Internal Controls, Auditing
Education
Concordia University 2007 — 2010
Graduate Diploma, Chartered Accountancy
sacred heart school of montreal
West Island Community Shares / Partage-Action de l'Ouest-de-l' December 2013 - Present
Bank of Montreal April 2008 - Present
Centraide du Grand Montréal September 2013 - December 2013
Bank of Montreal April 2004 - April 2008
Skills
Banking, Consumer Lending, Mutual Funds, Mortgage Lending, Credit, Customer Service, Financial Services, Commercial Banking
Education
Concordia University 1999 — 2004
BA, Major in Political Science, Minor in Economics
First National Financial LP December 2014 - Present
First National Financial LP April 2012 - December 2014
TD Auto Finance September 2011 - April 2012
Bank of Montreal June 2009 - January 2011
Skills
Bilingual - French &..., French, Customer Service, Finance, Banking, Residential Mortgages, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Negotiation, Time Management, Outlook
Education
Concordia University 2009 — 2010
Bachelor of Arts, Political Science
Richview Collegiate Insitutute 2005 — 2009
Bilingual Ontario Secondary School Diploma
George Brown College
Business/Commerce, General
EY August 2014 - Present
Bank of Montreal June 2012 - Present
EY May 2014 - August 2014
Trade Secrets April 2012 - June 2012
Pandora Jewelry December 2010 - February 2012
Education
McGill University - Desautels Faculty of Management 2015 — 2016
Graduate Certificate in Professional Accounting
Concordia University 2012 — 2015
Bachelor of Commerce (BCom)
Vanier College 2010 — 2012
Diploma of College Studies (DEC)
CIBC World Markets May 2015 - Present
Cambridge Mercantile February 2014 - May 2015
Laurentian Bank December 2007 - January 2014
Bank of Montreal April 2000 - September 2006
Skills
FX Options, Banking, Derivatives, Capital Markets, Financial Markets, Trading, Options, Bloomberg, Investments, Business Development, Equities, Fixed Income
Education
UQAM 2008 — 2011
MBA, Financial Services
Concordia University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance
Maimonide
Accenture October 2012 - Present
RBC Capital Markets February 2012 - October 2012
Bank of Montreal January 2011 - April 2012
Bank of Montreal May 2010 - January 2011
Intact (formerly ING Insurance) May 2009 - May 2010
Bank of Montreal October 2006 - April 2009
CIBC November 2004 - March 2006
Accenture August 1997 - September 2004
Skills
data modeling, data warehousing, data architecture, platform management, data analysis, project management, Data Warehousing, SDLC, Business Analysis, Business Requirements, Requirements Gathering, IT Strategy, Management, Enterprise Architecture, Data Modeling, Project Management, Data Architecture, ETL, Sybase, Testing, Data Integration, Database Design, Oracle, Data Analysis, Quality Assurance, Platform Management, Master Data Management, Visio, DB2, Requirements Analysis, Software Development, Data Warehouse..., Data Marts, Business Intelligence, Business Process..., Data Quality, Analysis, Informatica, Data Migration, Business Objects, Change Management, Data Governance, Cross-functional Team...
Education
University of Toronto - Ontario Institute for Studies in Education 1997 — 1999
Masters, Education - Computer Applications
Concordia University 1988 — 1991
B.Comm, Business
SERTI Informatique April 2015 - Present
Nakisa March 2014 - March 2015
SERTI Informatique July 2011 - February 2014
Hureca April 2010 - May 2011
Bank of Montreal April 2008 - April 2010
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Human Resources, Screening, Internet Recruiting, Contract Recruitment, Sourcing, Benefits Negotiation, IT Recruitment, Applicant Tracking..., Business Analysis, Executive Search, Lotus Notes, Information Technology, Onboarding, Management, Talent Management, Screening Resumes, Enterprise Software, Interviews
Education
McGill University 2011 — 2013
Certificate, Human Resources Management, 3.77/4
Concordia University 2003 — 2007
Bachelor's Degree, Economics
CN January 2013 - Present
CN January 2012 - December 2012
Bank of Montreal November 2010 - December 2011
Skills
Financial Analysis, Accounting, Financial Accounting, Account Reconciliation, Fraud, Accounts Receivable, Analysis, Internal Controls, Financial Reporting
Education
McGill University 2012 — 2013
Graduate Certificate, CGA
Concordia University 2008 — 2011
Undergraduate, Accountancy
TD Waterhouse November 2011 - Present
Bank of Montreal February 2009 - October 2011
Canada Revenue Agency January 2008 - April 2008
Skills
Mutual Funds, Banking, Financial Analysis, Investments, Financial Modeling, Retail Banking, Capital Markets, Trading, Equity Derivatives, International Trade, Sales, Equities, Fixed Income, Investment Banking, Derivatives, Bonds, Bloomberg, Credit Risk, Securities, Analysis, Finance, Credit, Risk Management, CRM, Financial Risk, Corporate Finance
Education
Concordia University 2005 — 2009
BCOMM, Finance
Especially for Her July 2014 - Present
Dundee Wealth January 2011 - March 2014
Bank of Montreal January 2009 - January 2011
Title trading August 2007 - November 2008
Skills
Investments, Mutual Funds, Financial Analysis, Portfolio Management, Strategic Financial..., Financial Modeling, Derivatives, Risk Management, Accounting, Microsoft Excel, Bloomberg, Equities, Fashion, Apparel, Wholesale, Retail, Retail Sales, Online Advertising, Online Marketing, Online Retail, Inventory Management, Inventory Control, Inventory Analysis, Wholesale Purchasing
Education
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance
Marianopolis College 1999 — 2001
Diploma of Collegial Studies (DCS/DEC), Commerce
The Touch Marketing Inc October 2011 - Present
Bank of Montreal March 2010 - November 2011
Education
Conestoga College
Business
Heritage
Concordia University February 2013 - Present
Concordia University November 2011 - February 2013
Concordia University February 2010 - November 2011
Bank of Montreal June 2002 - September 2009
Galet Canada Inc. June 2007 - August 2007
Skills
Analysis, Budgets, Recruiting, Management, Leadership, Banking, Forecasting, Customer Satisfaction, Marketing Strategy, Sales, Training, Human Resources, Negotiation, Competitive Analysis, New Business Development, Accounting, Teamwork
Education
Concordia University
Bachelor, Commerce
Intrepid Partners 1991 - Present
Canadian Tire Acceptance Limited 1996 - 1997
Irving Trust January 1987 - July 1991
Bank of Montreal January 1978 - December 1986
Education
Concordia University 1966 — 1970
B. Comm, Marketing
Michael Feldstein Mgmt. Consulting June 2012 - Present
Canada Post May 2009 - May 2012
IBM February 2006 - April 2009
CGI January 2000 - October 2004
Bell Canada April 1997 - January 2000
Eaton Credit Corp. May 1992 - April 1997
Royal Trust 1985 - 1992
Bank of Montreal 1974 - 1985
CAE 1973 - November 1974
Skills
Telecommunications, IT Outsourcing, Program Management, Change Management, Process Improvement, Team Leadership, Project Management, Vendor Management, Business Analysis, Business Process..., Operations Management, Strategic Planning, Integration, Project Delivery, Project Planning, Team Building, Contract Negotiations, Enterprise Architecture, Outsourcing, Management, Governance, IT Strategy, Software Development, Information Technology, Performance Management, Consulting, Strategy, Leadership, Business Transformation, Project Portfolio..., IT Management
Education
McGill University 1975 — 1981
MBA, Strategy
Concordia University 1968 — 1973
B. Engineering, Electrical
Harvard Business School
Diploma, exec education
IMS Health April 2003 - Present
CP Ships 1997 - 2002
Standard Life 1991 - 1997
Domtar 1985 - 1990
CP Rail 1981 - 1985
Bank of Montreal 1975 - 1978
Skills
Segmentation, Analytics, Cross-functional Team..., CRM, Project Management, Analysis, Product Management, Management, Marketing Strategy, Business Intelligence, Marketing, Market Analysis, Sales Operations, Market Research, Sales Management, Competitive Analysis, Product Launch, Business Analysis, Competitive Intelligence, Pharmaceutical Industry, Sales Effectiveness, Forecasting, Pharmaceutical Sales, Product Marketing
Education
Bishop Whelan High School
Concordia University
MBA, Marketing
Concordia University
BComm, Accounting & Business Administration Joint Major
TRL Enterprises, HCM, LLC January 2010 - September 2014
HCM, LLC Bp Amoco, UsSteel August 2012 - August 2013
DMEtek August 2010 - May 2012
United Center / Medix IT Staffing Solutions December 2009 - December 2009
Cunningham Computer Repair May 2009 - November 2009
Bank of America August 2008 - March 2009
Bank of Montreal January 2008 - August 2008
Insight Global February 2006 - December 2007
CCC Information Systems January 2004 - September 2005
Aon January 2003 - December 2003
Skills
Customer Service, Time Management, Troubleshooting, XP, Technical Support, Active Directory, Servers, Windows, Computer Hardware, Windows 7, HP, Cisco Technologies, Laptops, Network Administration, SharePoint, Group Policy, Microsoft Exchange, Integration, VMware ESX, VMware, Outlook, Microsoft Word, VPN, Windows Server, Remote Desktop, Desktop Deployment, Desktop Administration, Desktop Computers, Server Administration, VMware Infrastructure, ConnectWise, Norton Ghost, Help Desk Support, Citrix Metaframe, DHCP, Unix, Citrix, Software Installation, Dell Computers, Hardware, Software Documentation, Infrastructure, Antivirus, Blackberry Enterprise..., Wireless Networking, System Deployment, Routers, Windows XP, DNS, Cisco Routers
Education
MICROTRAIN--LOMBARD, IL 2009 — 2010
CCNA CCNA SECURITY CCNA VOICE
Concordia University Chicago
Concordia University Chicago
DeVry Institute of Technology
Bachelor of Science, Computer Information System
Pc Center Training Institute
ACN Canada September 2011 - Present
Bank of Montreal January 2009 - September 2011
MEDISCA September 2009 - December 2009
Skills
Performance Management, Recruiting, Employee Relations, Talent Acquisition, Coaching, Human Resources, Employee Engagement, Talent Management, HR Policies, Call Centers, Customer Service, Global Human Resources...
Education
Concordia University 2008 — 2011
BSc., Commerce majoring in Human Resources Management
Dawson College 2006 — 2008
DEC, Commerce
Bank of Montreal October 2010 - Present
BMO March 2008 - October 2010
Skills
Mutual Funds, Credit, Banking, Investments, Coaching, Training, Mortgage Lending, Account Management
Education
Concordia University
Bachelor of Commerce (B.Com.)
CGI September 2012 - August 2014
Sutherland Global Services December 2011 - April 2012
Bank of Montreal June 2011 - October 2011
JFR international trader September 2005 - June 2011
Skills
Financial Analysis, Customer Service, Financial Modeling, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Finance, Microsoft Word, Mortgage Servicing, RRSP, Foreign Exchange, Negotiation, Options, Mortgage Marketing, File Management, French, Trading Systems, Spanish, Interpreting, Banking, Accounting, Forecasting, Corporate Finance
Education
McGill University 2012 — 2015
Diploma of Accounting, Accounting
Concordia University 2008 — 2011
B.Comm, Major: Finance. Minor: International Business.
IIROC (Investment Industry Regulatory Organization of Canada) February 2015 - Present
Investment Industry Regulatory Organization of Canada (IIROC) July 2012 - February 2015
RBC June 2009 - July 2012
Diversified Business Communications - Canada April 2007 - June 2009
Bank of Montreal 1999 - 2006
BMO InvestorLine 1997 - 1999
Bank of Montreal - Global Treasury 1996 - 1997
Bank of Montreal – Investment Banking Group - Global Treasury 1992 - 1996
BMO InvestorLine 1991 - 1992
TD GreenLine 1990 - 1991
Skills
Sales Management, Business Strategy, Trading, Retirement Planning, Investments, Financial Planning, Investment Strategies, Estate Planning, Financial Markets, Portfolio Management, Insurance, Wealth Management, Strategic Financial..., Banking, Equities, Finance, Financial Services, Fixed Income, Investment Advisory, Mutual Funds, Retirement, Wealth
Education
McGill University
MBA, MBA
Concordia University
BA, Economics
RBC February 2015 - Present
Bank of Montreal July 2013 - August 2014
Bank of Montreal April 2010 - December 2012
CGI April 2009 - April 2010
Resolve Corporation 2007 - 2008
TD Bank June 2006 - February 2007
IFDS 2005 - 2005
Portfolio Analytics 1990 - 1992
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, SDLC, User Acceptance Testing, Business Intelligence, Vendor Management, Business Process, Enterprise Architecture, PMO, Visio, Business Process..., Project Portfolio..., Software Project..., PMP
Education
Concordia University 1979 — 1984
Bachelor of Arts (B.A.), Economics
BMO 2007 - Present
Bank of Montreal 2000 - Present
BMO Financial Group 2000 - Present
CGI 1998 - 2000
Education
York University 1996 — 1999
M.Sc, Computer Science
Concordia University
Graduate Diploma, Computer Science
McGill University
Cert. in M.I.S, Computer Science
Bank Of Montreal Customer Service RepresentativeScotiabankJanuary 1973 - December 1973
Skills
Project Portfolio..., PMO, Business Process..., SDLC, Risk Management, PMP, Change Management, Vendor Management, Program Management, Business Analysis, Business Process
Education
Dalhousie University 1998 — 2002
Concordia University 1969 — 1972
Honors Bachelor of Arts, Economics
Concordia University 2007 - Present
Concordia University 2000 - 2007
Bank of Montreal April 1996 - July 2000
Skills
Higher Education
Education
Concordia University
Royal Bank of Canada Group Risk Management, Risk Capital April 2015 - Present
BMO Enterprise Risk Portfolio Management September 2014 - April 2015
Manulife Bank of Canada October 2013 - September 2014
BNY Mellon March 2012 - September 2013
Sun Life Fiancial Inc. July 2009 - March 2012
Bank of Montreal July 2005 - July 2009
Skills
Accounting, CMA, Enterprise Risk..., Basel II, Banking, Credit, Credit Risk, Business Process..., Program Management, Change Management, Capital Markets, Financial Institutions, Financial Risk, Management Consulting, Commercial Banking, Business Transformation, Integration, Operational Risk..., Executive Management, Derivatives, Financial Services, IT Strategy, Portfolio Management, Financial Analysis, Business Analysis, PMP, Vendor Management, Process Improvement, Project Portfolio..., Corporate Finance, SDLC, Business Process, PMO, Financial Modeling, Project Delivery, Governance
Education
York University - Schulich School of Business 2001 — 2004
MBA, Finance, Strategy
Concordia University 1971 — 1976
Bachelor of Commerce, Business Administration, General
Wesco Aircraft Corp March 2012 - Present
DCI Telecom August 2010 - March 2012
Bank of Montreal October 2008 - March 2010
Future Shop November 2005 - December 2008
HMSHost May 2000 - October 2005
Skills
Customer Service, Microsoft Office, Sales, Teamwork, Inventory Management, Strategic Planning, Human Resources, Employee Relations, Process Improvement, Organizational..., Employee Training, Retail
Education
Concordia University 2004 — 2008
B.A., Major: Human Relations
Bioforce Canada Inc. (A. Vogel) December 2007 - Present
SoYummi Foods 2004 - 2007
Gildan 2001 - 2003
Murray Axmith Inc 1997 - 2001
Teleglobe Canada 1994 - 1997
CALA COMMUNICATIONS 1987 - 1992
Bank of Montreal 1984 - 1987
Concordia University 1980 - 1984
Skills
Food, Hair Care, Marketing, Change Management, Business Development, Management Consulting, Leadership Development, Marketing Strategy, Sales, Organizational..., Entrepreneurship, Consumer Products, Strategic Planning, Coaching, Training, Strategic Partnerships, Marketing Communications, Customer Service, Business Planning, Start-ups, Strategy, Business Strategy, Executive Coaching, Advertising
Education
Concordia University 1982 — 1984
MBA, Strategic Management
Bank of Montreal August 1975 - Present
Skills
Business Analysis, Project Planning, Project Coordination, SDLC, Quality Assurance, Quality Control, Test Planning, Test Management, Quality Center, Test Cases, System Testing, Regression Testing, Business Process..., CMMI Level 5, CSTE
Education
Concordia University
Macdonad Highschool
Macdonad Highschool
OSIsoft January 2012 - Present
Affiliated Customs Brokers February 2009 - January 2012
Mckesson APS 2009 - 2009
Bank of Montreal June 2005 - November 2008
Skills
Windows Server, Switches, TCP/IP, Microsoft SQL Server, VoIP, Troubleshooting, VPN, Firewalls, Networking, Routing, Cisco Technologies, VMware, Integration
Education
Cisco 2011 — 2013
CCNA Routing and Switching, CCNA Voice
Microsoft 2011 — 2011
Technology Specialist, Active Directory
Concordia University 2004 — 2005
Certificate in Visual Studio .NET, VB, C/C++, ASP, SOAP, XML
Université de Montréal 2000 — 2003
Bachelor, Comp .Science
Montreal and area July 2011 - Present
Bank of Montreal January 2002 - July 2011
Bank of Montreal September 2000 - December 2001
BMO Bank of Montreal 1997 - 1999
BMO Bank of Montreal 1994 - 1996
Skills
Marketing Communications, Marketing Management, Marketing Strategy, Digital Marketing, Multi-channel Marketing, Integrated Marketing, Strategy, Strategic Planning, Social Media Marketing, Digital Strategy, Leadership, Project Management, Social Media Strategist, Marketing, Interactive Marketing, Internal & External..., Networking, Email Marketing, Analytics, Segmentation, Online Marketing, Brand Marketing, Brand Management, Relationship Marketing, Web Analytics, Loyalty Marketing, Customer Service, Training Facilitation, Presentations, Workshop Development, Delivering Workshops
Education
Canadian Marketing Association 2011 — 2011
Certificate, Digital Marketing (Social Media, Internet Strategies)
McGill University
MBA, Business
Concordia University
B.A., Economics
Concordia University
B.Comm, Quantitative Methods & Marketing
BMO January 2012 - Present
BMOFG Senior Business AnalystBank of Montreal/Harris BankFebruary 2001 - January 2012
Bank of Montreal February 2001 - January 2012
BMO Financial Group February 2001 - January 2012
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Vendor Management, User Acceptance Testing, Banking, Visio, Risk Management, Software Project..., PMO, Change Management
Education
London School of Economics and Political Science
Master of Science (MSc), Political Economy
Concordia University
Bachelor of Arts (B.A.), Political Philosophy
Fiserv November 2014 - Present
Bank of America December 2013 - November 2014
Bank of America June 2013 - December 2013
Bank of America October 2011 - June 2013
Bank of America October 2010 - October 2011
Abbott Laboratories June 2009 - October 2010
Bank of Montreal January 1996 - February 1999
Skills
Project Management, Process Improvement, Business Process..., Vendor Management, Visio, SharePoint, Training, Teamwork, Team-oriented, Program Management, Pharmaceutical Industry, Following Up, Managing Meetings, Strategy, Analysis, Customer Experience, Keen Listener, Move Management, Risk Management, Performance Improvement, Business Process Mapping, Analytics, Budgets, Business Analysis, Change Management, Cross-functional Team..., Customer Service, Data Analysis, Integration, Leadership, Management, Project Portfolio..., Six Sigma, Team Leadership, Executive Coaching, Kaizen
Education
Concordia University-St. Paul 2006 — 2007
B.A., Marketing Management
Concordia University 1997 — 2000
Marketing Management, Political Science
College Montmorency 1994 — 1997
Social Science, Social Science
BMO Financial Group January 2009 - Present
BMO Bank of Montreal 2004 - 2009
BMO 2002 - 2004
Bank of Montreal 2000 - 2002
BMO Financial Group April 1999 - October 2000
BMO Financial Group October 1997 - April 1999
BMO Financial Group July 1996 - September 1997
BMO Financial Group January 1991 - July 1996
Skills
Functional Management, Enterprise Architecture, Strategy Development, Enterprise Content..., Business Strategy, System Architecture, Web Content Management, Project Planning, Workflow, Payment Gateways, Electronic Payments, Portfolio Strategy, Portfolio Management, Solution Architecture, Strategic Planning..., Product Strategy, Trade Finance, IT Strategy, Software Development, Application Development, Performance Analysis, Management, Team Management, Team Leadership, Enterprise Portals, Coaching Staff, Software Design, Global Cash Management, Cash Management, Strategy, Strategic Planning, Product Management, CRM, Business Analysis, SDLC, Architecture, Governance, Application Architecture, Leadership, TOGAF, SOA, Business Process Design, Business Architecture, Project Management, Zachman, Technical Architecture, ESB, EAI, Architectures, Integration
Education
Concordia University
Dawson College
Vanier College
Dicom Transportation Group Canada Inc. March 2010 - Present
Dicom Express & GoJIT May 2005 - March 2010
Jesta IS August 2004 - February 2005
Bank of Montreal 2003 - 2004
The ALDO Group June 1998 - July 2003
Skills
ERP, Business Intelligence, Project Management, Requirements Analysis, Team Leadership, Process Improvement, Logistics, Software Project..., Business Analysis, Banking, Transportation, Business Process, Business Process..., PMP, Operations Management, Management, Supply Chain, IT Strategy, Logistics Management, Program Management, Team Building, SAP, Analysis, Cross-functional Team..., Continuous Improvement, Change Management
Education
PMI - Project Management Institute 2010 — 2010
PMP
Concordia University 2001 — 2004
BCOMM, MIS
BMO Financial Group July 2015 - Present
BMO Financial Group September 2013 - June 2015
BMO Financial Group January 2012 - September 2013
Bank of Montreal May 2009 - December 2011
Bank of Montreal September 2006 - May 2009
Skills
Commercial Banking, Banking, Retail Banking, Credit Risk, Commercial Lending, Banque commerciale, Banque, Banque de détail, Investissements, Risque de crédit
Education
Concordia University 2005 — 2011
Bachelors in Commerce, Management Major, Finance Minor
Cegep - Ahuntsic 2001 — 2003
Diplome Sciences Santé
RBC 2009 - December 2014
Bank of Montreal June 2008 - April 2009
Bank of Montreal 2008 - 2009
Siperian, Inc. 2005 - 2008
Siperian, Inc. 2005 - 2008
Skills
DB2 UDB LUW, Database Administration, SQL, Performance tuning, Data Warehousing, Software Development, Shell Scripting, Perl, Unix, Stored Procedures, PL/SQL, Relational Data Modeling, Ewin, Linux, ETL, JCL, TSM, DPF, C, 24x7 Production Support, Full SDLC, Agile Application..., Oracle SQL Developer, Microsoft SQL Server, T-SQL
Education
McGill University 1996 — 1998
Master's Degree, Computer Engineering
Concordia University
Bank of Hawaii July 2015 - Present
Kompetenz Inc February 2014 - Present
Celent September 2012 - February 2014
Union Bank June 2009 - August 2012
Wells Fargo October 2006 - June 2009
US Bank April 2004 - October 2006
OPEX Corporation August 1998 - April 2004
Bank of Montreal January 1997 - July 1998
Bank of Montreal January 1995 - January 1997
Bank of Montreal December 1991 - January 1995
Skills
Business Development, Team Building, Management, Cross-functional Team..., E-commerce, Payments, Banking, Treasury Management, Cash Management, Product Management, Payment Card Processing, Risk Management, Strategy, Financial Services, Business Analysis, Leadership, Mergers & Acquisitions, Vendor Management, Business Strategy, Consulting, Analysis, Strategic Planning, Commercial Banking
Education
University of Phoenix 2000 — 2005
MBA, Technology Management
Concordia University 1993 — 1998
Bachelor of Commerce, Major in Finance
BMO, Bank of Montreal August 2012 - Present
Bank of Montreal January 2009 - July 2012
Skills
Performance Management, Workshop Facilitation, Leadership Development, Coaching, Succession Planning, Relationship Management, Performance Consulting, Training Delivery, Onboarding, Talent Management, Organizational Design, Retail Banking, Instructional Design, Organizational..., Customer Service
Education
Concordia University College of Alberta
Jasper Place High School
HIgh School Diploma
University of Alberta
Rogers Communications August 2014 - Present
Rogers Communications January 2014 - August 2014
Rogers Communications November 2011 - February 2014
Rogers Communications Inc. August 2010 - November 2011
Seneca College of Applied Arts and Technology September 2010 - December 2010
Rogers Communications Inc. April 2008 - April 2010
CBC January 2006 - April 2008
Bank of Montreal 2002 - 2003
Skills
Strategic Communications, Communications Planning, Project Management, Internal Communications, Public Speaking, Building Relationships, Crisis Communications, Public Relations, Speech Writing, Leadership, Management, Strategic Planning, Press Releases, Editing, Communication Training, Copywriting, Event Planning, Newsletters, Corporate Communications
Education
Ryerson University 2006 — 2008
Master's in Communication and Culture, Communication and Media Studies
Concordia University 2005 — 2006
Graduate Diploma, Communications
University of Toronto - University College 1999 — 2002
BA, Drama
National Bank of Canada July 2014 - Present
McIntosh Financial August 2011 - July 2014
CPVC Financial Corp August 2008 - August 2011
BDC 2002 - 2008
Bank of Montreal 1996 - 2002
Skills
Corporate Finance, Investments, Mergers, Financial Modeling, Restructuring, Finance, Due Diligence, Financial Analysis, Private Equity, Investment Banking, Equities, Portfolio Management
Education
HEC Montréal 1993 — 1996
MBA, Finance
Concordia University 1984 — 1987
BA, English Literature
Marianopolis College 1981 — 1983
DEC, Science
ALDO Group February 2013 - November 2014
Banque Nationale July 2009 - February 2013
Bank of Montreal October 2008 - July 2009
Dow Chemical March 2007 - June 2008
Skills
Credit, Budgeting, Customer Relations, Customer Service, Banking, Investments, Client relationship..., Communication, Sales, Interpersonal Skill, Managing Deadlines, Analysis, CRM, Portfolio Management, Budgets, Forecasting, Management, Negotiation, Retail, Finance
Education
Concordia University 2003 — 2007
B.A., Economics
Oxford seminars 2014 — 2015
TESOL Certification (100Hrs)
Investment Funds in Canada Course (IFC)
Mutual funds sales representative (MFSR)
Choueifat
High School Diploma
GM Financial/AmeriCredit December 2012 - Present
Bank of Montreal April 2011 - December 2012
Bank of Montreal January 2010 - March 2011
Chrysler Financial December 2008 - January 2010
Chrysler Financial August 2007 - December 2008
Chrysler Financial August 2002 - August 2007
Chrysler Financial February 2002 - August 2002
Chrysler Financial April 2001 - February 2002
Chrysler Financial September 1999 - March 2001
Skills
Automotive, Credit, Credit Analysis, Finance, Financial Analysis, Customer Satisfaction, Risk Management, Credit Risk, Negotiation, Commercial Lending, Process Improvement, Forecasting, Relationship Management, Portfolio Management, Loans, Account Management, Banking, Underwriting, Strategy, Sales Management, Sales, Mergers, Management, Financial Services, Analysis, Business Development, Business Planning, Customer Retention, Mergers & Acquisitions
Education
Concordia University 1996 — 1999
BA, Commerce
Bank of New York Mellon August 2012 - Present
BMO Harris Investment Management September 2008 - February 2012
Bank of Montreal May 2008 - September 2008
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Client Relationship..., Private Wealth..., Equities, Microsoft Office, Thomson One, FMC, Morningstar, Portfolio Performance..., Technical Analysis, Momentum Trading, Hedge Funds, Alternative Investments, Fundamental Analysis, VBA, Microsoft Excel, Model Development, Capital Markets, Infrastructure, Real Estate, Private Equty, portfolio construction, Risk Analysis, Pension Funds
Education
Concordia University 2007 — 2010
Bachelor of Commerce, Finance
McGill University 2004 — 2007
Bachelor of Science, Physiology
CFA level 2 candidate
Canadian Securities Course
Bank of Montreal January 2012 - Present
BMO Financial Group July 2009 - March 2012
Education
Concordia University 2005 — 2009
B.A, Economics
Delmar International Inc. May 2013 - Present
Delmar International Inc. July 2010 - April 2013
Bank of Montreal December 2007 - August 2008
Commission de la santé et sécurité du travail (CSST) May 2007 - August 2007
Commission de la santé et de la sécurité du travail (CSST) May 2006 - May 2006
Skills
Credit Risk, Credit, Customer Service, Account Management, Credit Management, Financial Analysis, Risk Management, Analysis, Microsoft Excel, Accounting, Credit Analysis, Financial Reporting, Cognos, Process Improvement, Business Analysis, Banking, Microsoft Office, Portfolio Management, Mentoring Of Staff, Cash Flow, Leadership
Education
Concordia University 2006 — 2009
Bachelors, Finance
Bank of Montreal January 2006 - Present
Education
Concordia University 2003 — 2006
BCOM, Finance
Jones New York, Canada May 2015 - Present
self employed June 2011 - January 2015
Future Electronics 2009 - 2010
Fleet Bank 1997 - 1998
Royal Bank 1983 - 1995
Bank of Montreal 1972 - 1983
Lumiart Ltd.Lighting Co. , Montreal, Canada 1971 - 1972
Skills
Negotiation, Sales Operations, Sales Process
Education
Concordia University 1985 — 1987
Institute of Canadian bankers courses - business administration, psychology, accounting
St. Pius X High School 1968 — 1971
High school leaving certificate, Business/Commerce, General, 11
Canaccord Genuity Inc. November 2011 - February 2015
Bank of Montreal October 2010 - November 2011
BMO Financial Group 2010 - 2011
BMO Financial Group 2010 - 2011
Skills
Equities, Trading, Bloomberg, Valuation, Banking, Bloomberg Terminal, Capital Markets, Equity Research, Financial Analysis, Equity Trading, Financial Modeling, Mutual Funds, Investments, Portfolio Management, Wealth Management, Securities
Education
CFA Institute 2013 — 2016
Level I Candidate, Finance
Concordia University 2007 — 2011
BCOMM, Finance
BOMBARDIER June 2012 - Present
Bombardier Aerospace February 2012 - June 2012
Scotiabank May 2011 - September 2011
Bank of Montreal May 2010 - November 2010
Maisonneuve Rosemont Hospital, Montreal January 2010 - May 2010
Linen Chest July 2006 - July 2008
Skills
English, Microsoft Office, French, Customer Service, Teamwork
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance
champlain college, saint-lambert 2005 — 2008
Diploma of Collegial College Studies, Commerce
BMO Financial Group March 2015 - Present
BMO February 2013 - Present
Bank of Montreal March 2002 - January 2013
Bank of Montreal October 1998 - January 2000
Skills
Banking, Consumer Lending, Credit, Mortgage Lending, Investments, Mutual Funds, Credit Analysis, Retirement Planning, Risk Management, Financial Services, Retail Banking
Education
JMSB Concordia University 2006 — 2014
Bachelor of Commerce (B.Com.), Finance, General
IQPF 2012 — 2013
Financial Planner, Executive Financial Planning Program
Concordia University 1995 — 2000
Bachelor Arts, Major Psychology
Bank of Montreal November 2010 - Present
Bank of Montreal June 2006 - October 2010
Bank of Montreal February 2002 - May 2006
Skills
Banking, Relationship Management, Governance, ITIL, Strategic Planning, SDLC, Quality Center, CRM, Outsourcing, HP Quality Center, IT Operations, Business Process..., Vendor Management, Testing, Business Analysis, IT Strategy, Management, Requirements Analysis, Project Portfolio..., Strategy, Team Leadership, Leadership, Project Management, PMO, Requirements Gathering
Education
Concordia University
Capgemini November 2010 - 2013
Solution Stores 2008 - 2010
West 49 2007 - 2009
Laura Secord 2005 - 2007
HDS Retail North America 2003 - 2004
Club Monaco 1998 - 2001
CHUM Television 1998 - 1998
Bank of Montreal 1997 - 1997
HBC 1986 - 1996
Skills
Supply Chain, Project Management, POS, Business Analysis, E-commerce, Business Process..., Multi-channel Retail, Process Improvement, IT Strategy, Leadership, CRM, Program Management, Marketing, Business Intelligence, Strategy, Management, Cross-functional Team..., Business Strategy, Pre-sales, Enterprise Software, Business Process, Databases
Education
New York University
MBA
Concordia University
Bachelor of Commerce (BCom)
DirectCash Payments Inc. formerly Threshold Financial Technologies February 2010 - Present
Consultant June 2006 - February 2010
TNS Smart Network Inc August 2001 - May 2006
Bank of Montreal January 1999 - August 2001
Bank of Montreal February 1996 - January 1999
Bank of Montreal September 1992 - February 1996
Bank of Montreal June 1980 - September 1992
Skills
Change Management, Management, Relationship Management, Payment Card Processing, Team Leadership, Business Strategy, Requirements Analysis, Credit Cards, Risk Management, Vendor Management, Program Management, Business Development, Disaster Recovery, Business Analysis, Project Management, Process Improvement, Integration, Banking, PMO
Education
University of Toronto at Mississauga - Erindale College 2010 — 2013
Independent Study
University of Toronto Mississauga 2007 — 2008
Certificate, Project Management
Concordia University 1982 — 1986
B.A., English Lit
C.E.G.E.P. Champlain 1978 — 1981
D.E.C., Commerce
Centennial 1972 — 1976
Sec V, General
Bank of Montreal
Skills
Banking, Commercial Banking, Retail Banking, Loans, Mortgage Lending, Commercial Lending, Strategic Planning, Management, Relationship Management, Customer Service, Financial Analysis, Credit Analysis, Credit Risk
Education
Concordia University
Business Administration and Management, General
Bank of Montreal July 2010 - Present
Bug-Tracker 2006 - 2010
Skills
Test Planning, Quality Assurance, Testing, Software Project..., Team Management, JavaScript, Team Leadership, Project Management, Game Design
Education
Concordia University 2006 — 2010
Bachelor of Arts (B.A.), Specialization Human Relations
Canada Revenue Agency June 2000 - August 2000
Native Women's Shelter of Montreal March 1999 - August 1999
Femmes Autochtone de Montreal October 1998 - April 1999
Quebec Native Women, Inc., & Native Women's Association of Canada September 1998 - December 1998
Fournier Gersovitz Moss Drolet Architectes & Associes September 1994 - February 1995
Bank of Montreal June 1994 - February 1995
Skills
Strategic Communications, Corporate Communications, Media Relations, Public Relations, Social Media, Microsoft Word, Fundraising, Public Speaking, Research, Event Planning, PowerPoint, Editing, Teaching
Education
Concordia University 2008 — 2012
Bachelor's degree
Urban Native Training Centre 1999 — 1999
Administrative Assistant
Frégeau & Associates Inc. August 2015 - Present
Frégeau & Associates Inc. February 2015 - Present
Pierre Fregeau Attorney-Avocat June 2013 - February 2015
Bank of Montreal April 2011 - August 2011
Ruby Stein Wagner Chartered Accountants September 2008 - December 2008
Sitel August 2006 - December 2006
Skills
Legal Writing, Accounts Payable, Financial Statements, French, Bookkeeping, Legal Research
Education
Université de Montréal 2011 — 2014
L.L.B., Droit Civil
Concordia University 2006 — 2010
B. Comm, International Business
Bank of Montreal September 2011 - Present
Galerie Gora June 2008 - August 2008
QuatroD June 2007 - August 2007
Omer DeSerres October 2006 - December 2006
Education
Concordia University 2006 — 2010
Bachelor of Commerce, Management, Finance
CGI October 1997 - Present
Air Canada January 1995 - September 1997
Bank of Montreal January 1992 - October 1994
Skills
Databases, Microsoft SQL Server, PL/SQL, SQL, Oracle, Unix, Business Intelligence, SDLC, Requirements Analysis, Disaster Recovery, DB2, Database Design, SSIS, T-SQL, ETL
Education
Concordia University 1973 — 1977
Bachelor of Computer Science
RBC Capital Markets May 2015 - Present
Bank of Montreal July 2013 - April 2015
Bank of Montreal February 2010 - March 2011
Skills
Quantitative Finance, Market Risk, SAS, Derivatives, Quantitative Analytics, Statistical Modeling, Mathematical Modeling, R, Data Analysis, Time Series Analysis, Monte Carlo Simulation, VBA, Financial Risk, Analytics, SAS programming, Predictive Modeling, Basel II, SAS Programming
Education
University of Waterloo
Doctor of Philosophy (PhD), Statistics
Concordia University
Master of Science (M.Sc.), Probability
Peking University
Bachelor of Science (B.Sc.), Probability and Statistics
BMO Private Banking September 2011 - Present
Bank of Montreal November 2002 - September 2011
CIBC September 1994 - September 2002
Les Entreprises L.S. Vetements Inc. October 1991 - August 1994
TD June 1987 - September 1991
Skills
Commercial Banking, Retail Banking, Consumer Lending, Wealth Management, Real Estate Financing, Credit, Financial Services, Loans, Credit Risk, Mutual Funds
Education
Concordia University 1985 — 1987
Bachelor's degree, Finance
Ryan July 2012 - Present
Definitive Consulting Services June 2002 - July 2012
Bank of Montreal 2000 - 2002
Skills
Financial Analysis, Financial Reporting, Tax, Accounting, Strategic Financial..., Auditing, Forecasting, Strategic Planning
Education
Concordia University
B. Comm.
Institute of Chartered Accountants of Ontario
Society of Trusts and Estates
Diploma of Trusts and Estates
The Institute of Indirect Taxation
VAT Compliance Diploma
Cumberland United Soccer Club 2008 - Present
Export Development Canada June 1997 - May 2011
Bank of Montreal February 1988 - June 1995
Skills
Risk Management, Credit Analysis
Education
Concordia University 1980 — 1983
MBA, Finance
McGill University 1977 — 1980
B.Sc., Biology
RBC June 2006 - June 2011
RBC January 2005 - June 2006
RBC January 2000 - January 2005
RBC January 1996 - January 2000
RBC September 1994 - January 1996
National Bank of Canada January 1990 - September 1994
Citibank Canada January 1988 - January 1990
Bank of Montreal January 1986 - January 1988
Skills
Commercial Banking, Banking, Mergers, Cross-functional Team..., Credit, Management, Leadership, Risk Management, Credit Risk, Financial Risk, Change Management, Business Development, Mergers & Acquisitions, Sales, Due Diligence, Portfolio Management, Financial Services, Relationship Management, Investments, Loans
Education
Concordia University 1984 — 1986
MBA, Finance & Marketing
Siemens Hearing Instruments Inc. July 1999 - Present
Siemens Hearing Instruments, Inc. 1999 - 2011
Kitcam January 1996 - June 1999
Bank of Montreal January 1975 - January 1985
Skills
Accounts Receivable, Collections
Education
Conestoga College
Accounting and Finance
Bank of Montreal November 2013 - Present
Bank of Montreal July 2009 - October 2013
Bank of montreal June 2008 - June 2009
Bank of montreal July 2005 - August 2008
Skills
Business Analysis, Business Process..., Requirements Gathering, Business Requirements, Requirements Analysis, Business Intelligence, IT Strategy, Banking, Business Process, Change Management, Enterprise Architecture, Financial Services, PMO, Project Management, Project Portfolio..., SDLC, Strategic Planning
Education
McGill University 2003 — 2005
All but DBA, Business strategy
Concordia University 1996 — 1998
Master's in science in business, Strategy and CEO succession
University of Vermont 1990 — 1993
Bachelor of Business Administration (B.B.A.), Accounting, Cum laude
ABOB October 2011 - Present
IIROC (Investment Industry Regulatory Organization of Canada) January 2008 - September 2011
TRADEFREEDOM SECURITIES INC November 2000 - December 2007
BMO Nesbitt Burns September 1994 - August 1998
BURNS FRY July 1993 - August 1994
MONTREAL EXCHANGE February 1992 - June 1993
BRASSERIE LA GRANGE June 1985 - January 1992
WOOD GUNDY Inc. September 1982 - April 1986
BANK OF MONTREAL January 1982 - August 1982
Skills
Fully bilingual,..., 25 years experience in..., Extensive knowledge of..., Extensive knowledge of..., Extensive knowledge of..., Srong analytical skills, Proven ability to build..., Results oriented, Superior organizational..., Develop new procedures, Train others, Streamline operations, Bottom-line oriented, Teamwork, Communication, Goal Oriented, Investments, Operations Management, Leadership, Securities, Derivatives, Electronic Trading, Bloomberg, Mutual Funds, Financial Services, Capital Markets, Trading, Financial Markets, Options, Equity Trading, Trading Systems, Equities
Education
CFA Institute 1998 — 2001
CFA Charterholder, Investments and Finance, Completed
CANADIAN SECURITIES INSTITUTE 1981 — 2000
Multiple courses, Investments and Securities, N/A
CONCORDIA UNIVERSITY 1993 — 1998
Master of Business Administration (MBA), Finance, Research paper: "Who wins the zero-sum game?"
Concordia University 1979 — 1981
Bachelor of Commerce (B.Com.), Finance, With distinction
Bank of Montreal May 2007 - April 2009
Skills
Management, Research, PowerPoint, Sales, Leadership, Training, Banking, New Business Development, Investments, Negotiation, Microsoft Office, Marketing, Marketing Strategy, Sales Management, Customer Service, Teaching, Telecommunications, Team Leadership, Public Relations, Business Strategy, Strategy, Account Management, Finance, Corporate Finance, Hospitality, Hotels, Insurance, Organizational..., Financial Services, Problem Solving, Communication, International Business, Interpersonal Skills, Call Centers
Education
Concordia University-Wisconsin 2002 — 2003
Master of Business Administration (M.B.A.), International Business