Bank of Montreal
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
Bank of Montreal List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Montreal. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,354 Bank of Montreal employees in database. Find out everything there's to know about Bank of Montreal employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of Montreal Employees
Employee
Years
Job
Industry
Kelly Peters Kelly Peters's Bank of Montreal Experience May 2006 - February 2007
Job CEO and CoFounder, BEworks
Industry Management Consulting
Experience
BEworks February 2012 - Present
Rotman School of Management, University of Toronto September 2014 - Present
RBC Royal Bank June 2010 - January 2012
RBC November 2008 - May 2010
Community Lend August 2008 - August 2008
MGIC Canada September 2007 - June 2008
Bank of Montreal May 2006 - February 2007
BMO Financial Group October 2003 - May 2006
BMO Financial Group March 1999 - April 2002
imoney January 1998 - March 1999
Skills
Business Strategy, Competitive Strategy, Innovation, Client Experience, Banking, Marketing Strategy, Behavioral Economics, Strategy, Financial Services, Customer Experience, Behavioral Finance, Strategic Planning, Leadership, Analysis, Risk Management, Executive Management, Marketing, Project Portfolio..., Relationship Management, Start-ups, Management Consulting, Enterprise Software, Project Management, Coaching, Product Management, Market Research, Investments, Portfolio Management, Integration, Financial Analysis, Management, Product Development, Consulting, Finance, Analytics, Project Planning, Strategic Financial..., Mergers & Acquisitions, CRM, Due Diligence, Business Process..., Segmentation, Consumer Behaviour
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2008
FICB, Fellow, Institute of Canadian Bankers
University of Toronto 1999 — 2001
Florida State University 1986 — 1993
Interdisciplinary Studies
BEworks February 2012 - Present
Rotman School of Management, University of Toronto September 2014 - Present
RBC Royal Bank June 2010 - January 2012
RBC November 2008 - May 2010
Community Lend August 2008 - August 2008
MGIC Canada September 2007 - June 2008
Bank of Montreal May 2006 - February 2007
BMO Financial Group October 2003 - May 2006
BMO Financial Group March 1999 - April 2002
imoney January 1998 - March 1999
Skills
Business Strategy, Competitive Strategy, Innovation, Client Experience, Banking, Marketing Strategy, Behavioral Economics, Strategy, Financial Services, Customer Experience, Behavioral Finance, Strategic Planning, Leadership, Analysis, Risk Management, Executive Management, Marketing, Project Portfolio..., Relationship Management, Start-ups, Management Consulting, Enterprise Software, Project Management, Coaching, Product Management, Market Research, Investments, Portfolio Management, Integration, Financial Analysis, Management, Product Development, Consulting, Finance, Analytics, Project Planning, Strategic Financial..., Mergers & Acquisitions, CRM, Due Diligence, Business Process..., Segmentation, Consumer Behaviour
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
Institute of Canadian Bankers 2004 — 2008
FICB, Fellow, Institute of Canadian Bankers
University of Toronto 1999 — 2001
Florida State University 1986 — 1993
Interdisciplinary Studies
Kevin McMahon Kevin McMahon's Bank of Montreal Experience December 2005 - August 2008
Job Associate Director, Experiential Learning & Career Development, School of Accounting & Finance at University of Waterloo
Industry Education Management
Experience
University of Waterloo September 2013 - Present
University of Waterloo September 2008 - Present
Bank of Montreal December 2005 - August 2008
Skills
Leadership, Training, Management, Business Development, Coaching, Recruiting
Education
Dalhousie University
Master's degree
Ryerson University
Undergraduate degree
University of Waterloo September 2013 - Present
University of Waterloo September 2008 - Present
Bank of Montreal December 2005 - August 2008
Skills
Leadership, Training, Management, Business Development, Coaching, Recruiting
Education
Dalhousie University
Master's degree
Ryerson University
Undergraduate degree
christina Vanlierop-Motley christina Vanlierop-Motley's Bank of Montreal Experience September 1988 - August 1995
Job Owner of Christina's Child Care & Senior
Industry Individual & Family Services
Experience
Piedmont Natural Gas October 1998 - January 2013
PNC BANK January 1995 - October 1998
BANK OF MONTREAL September 1988 - August 1995
Skills
Financial Accounting, Commercial Banking, Collections, Customer Service, Financial Audits, Supervisory Skills, Hospitality Management, Property Management
Education
Gaston College 2012 — 2015
medical billing and coding, Medical Office Management/Administration
CUNY Bronx Community College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Theodore Roosevelt High School 1988 — 1991
High Diploma, Accounting
Piedmont Natural Gas October 1998 - January 2013
PNC BANK January 1995 - October 1998
BANK OF MONTREAL September 1988 - August 1995
Skills
Financial Accounting, Commercial Banking, Collections, Customer Service, Financial Audits, Supervisory Skills, Hospitality Management, Property Management
Education
Gaston College 2012 — 2015
medical billing and coding, Medical Office Management/Administration
CUNY Bronx Community College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Theodore Roosevelt High School 1988 — 1991
High Diploma, Accounting
Colleen Adams Colleen Adams's Bank of Montreal Experience October 1978 - April 2007
Job Chief Compliance Officer at STEVLOC Management Inc.
Industry Financial Services
Experience
STEVLOC Management Inc. June 2014 - Present
Financial Services Industry February 2011 - December 2013
Xceed Mortgage Corporation August 2008 - February 2011
Xceed Mortgage Corporation August 2008 - January 2011
Filogix May 2007 - August 2008
Filogix Limited May 2007 - July 2008
Advantage Trust January 2002 - May 2007
Bank of Montreal October 1978 - April 2007
Xceed Mortgage Corporation March 2001 - December 2002
Bank of Montreal November 1978 - March 2001
Skills
Credit, Mortgage Lending, Finance, Residential Mortgages, Business Development, Start-ups, Underwriting, Negotiation, Risk Management, Credit Analysis, Loans, Commercial Mortgages
Education
CAAMP Mortgage Brokers Course 2013 — 2013
CAAMP 2011 — 2011
Mortgage Agents Course
CSI Global Education - (PDO) 2011 — 2011
PDO, Partners, Directors, Senior Officers
IFSE Exempt Market Products 2011 — 2011
Exempt Market Products
Dalhousie University 1999 — 2003
MBA, Business Administration
Certified Financial Planner
CFP, Certified Financial Planner
Ontario Securities Commission
CSC, Canadian Securities Course
STEVLOC Management Inc. June 2014 - Present
Financial Services Industry February 2011 - December 2013
Xceed Mortgage Corporation August 2008 - February 2011
Xceed Mortgage Corporation August 2008 - January 2011
Filogix May 2007 - August 2008
Filogix Limited May 2007 - July 2008
Advantage Trust January 2002 - May 2007
Bank of Montreal October 1978 - April 2007
Xceed Mortgage Corporation March 2001 - December 2002
Bank of Montreal November 1978 - March 2001
Skills
Credit, Mortgage Lending, Finance, Residential Mortgages, Business Development, Start-ups, Underwriting, Negotiation, Risk Management, Credit Analysis, Loans, Commercial Mortgages
Education
CAAMP Mortgage Brokers Course 2013 — 2013
CAAMP 2011 — 2011
Mortgage Agents Course
CSI Global Education - (PDO) 2011 — 2011
PDO, Partners, Directors, Senior Officers
IFSE Exempt Market Products 2011 — 2011
Exempt Market Products
Dalhousie University 1999 — 2003
MBA, Business Administration
Certified Financial Planner
CFP, Certified Financial Planner
Ontario Securities Commission
CSC, Canadian Securities Course
George Giantsopoulos George Giantsopoulos's Bank of Montreal Experience July 2000 - July 2001
Job Chief Marketing Strategist Digital Marketing, Marketing Strategy, Brand Strategy, Website & Mobile App Development
Industry Marketing and Advertising
Experience
GIANT Marketing Solutions September 2009 - Present
Juno Beach Centre Association January 2015 - Present
Canada Basketball March 2007 - May 2009
Exchange Solutions Inc. October 2006 - March 2007
QuickEnrollment Inc. - Online Registration Solutions July 2001 - October 2006
Bank of Montreal July 2000 - July 2001
Skills
Online Marketing, Entrepreneur, Website Development, Business Strategy, B2B Marketing, Social Media Marketing, E-commerce, Market Planning, Competitive Analysis, Business Planning, Digital Marketing, Marketing Strategy, Small Business, Integrated Marketing, Entrepreneurship, Marketing, Wordpress, Product Development, Online Advertising, Business Development, Leadership, Marketing Communications, Creative Direction, Web Development, Email Marketing
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Masters Marketing Certificate
University of Toronto at Scarborough 1995 — 2000
Honour Bachelor of Arts
GIANT Marketing Solutions September 2009 - Present
Juno Beach Centre Association January 2015 - Present
Canada Basketball March 2007 - May 2009
Exchange Solutions Inc. October 2006 - March 2007
QuickEnrollment Inc. - Online Registration Solutions July 2001 - October 2006
Bank of Montreal July 2000 - July 2001
Skills
Online Marketing, Entrepreneur, Website Development, Business Strategy, B2B Marketing, Social Media Marketing, E-commerce, Market Planning, Competitive Analysis, Business Planning, Digital Marketing, Marketing Strategy, Small Business, Integrated Marketing, Entrepreneurship, Marketing, Wordpress, Product Development, Online Advertising, Business Development, Leadership, Marketing Communications, Creative Direction, Web Development, Email Marketing
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Masters Marketing Certificate
University of Toronto at Scarborough 1995 — 2000
Honour Bachelor of Arts
Nicole Scarlett, PMP, CPA, M-Finance Nicole Scarlett, PMP, CPA, M-Finance's Bank of Montreal Experience July 2011 - July 2012
Job Senior Project / Program Manager
Industry Financial Services
Experience
Scarlett Project Consulting March 2010 - Present
Scotiabank September 2014 - Present
Scotiabank October 2012 - September 2014
Bank of Montreal July 2011 - July 2012
Citi April 2010 - June 2011
CPP Investment Board December 2008 - March 2010
Deloitte & Touche July 2007 - November 2008
CIBC July 2001 - July 2007
Computer Associates, Inc September 1997 - October 2000
Skills
Program Management, Project Management, Financial Services, Retail Banking, Securities, Capital Markets, Accounting, Treasury Systems, Data Analysis, Information Security..., Card Products, Conversion Optimization, Infrastructure, SDLC, Agile Methodologies, Business Analysis, Integration, Strategy, Project Portfolio..., PMO, PMP, ITIL, Risk Management, Software Project..., Vendor Management, Requirements Analysis, Quality Assurance, Change Management, MS Project, Treasury Management
Education
Stanford University 2011 — 2014
Graduate Certification, Advanced Project - Program Management
Dalhousie University
MBA, Finance, economics, business
Northern Alberta Institute of Technology
Accounting, Business, accounting, finance
CMA
CMA, Certified Management Accountant
PMP
PMP, Project Management Professional
Scarlett Project Consulting March 2010 - Present
Scotiabank September 2014 - Present
Scotiabank October 2012 - September 2014
Bank of Montreal July 2011 - July 2012
Citi April 2010 - June 2011
CPP Investment Board December 2008 - March 2010
Deloitte & Touche July 2007 - November 2008
CIBC July 2001 - July 2007
Computer Associates, Inc September 1997 - October 2000
Skills
Program Management, Project Management, Financial Services, Retail Banking, Securities, Capital Markets, Accounting, Treasury Systems, Data Analysis, Information Security..., Card Products, Conversion Optimization, Infrastructure, SDLC, Agile Methodologies, Business Analysis, Integration, Strategy, Project Portfolio..., PMO, PMP, ITIL, Risk Management, Software Project..., Vendor Management, Requirements Analysis, Quality Assurance, Change Management, MS Project, Treasury Management
Education
Stanford University 2011 — 2014
Graduate Certification, Advanced Project - Program Management
Dalhousie University
MBA, Finance, economics, business
Northern Alberta Institute of Technology
Accounting, Business, accounting, finance
CMA
CMA, Certified Management Accountant
PMP
PMP, Project Management Professional
Lily Totovian, MBA's Bank of Montreal Experience 1984 - 2007
Job AVP & Head of Project Delivery Services, Global PMO at Manulife
Industry Financial Services
Experience
Manulife (John Hancock) 2015 - Present
Manulife Financial (John Hancock) 2013 - 2015
Manulife Financial (John Hancock) 2012 - 2013
Manulife Financial (John Hancock) 2010 - 2011
Cubist Pharmaceuticals 2010 - 2010
State Street Corporation 2007 - 2009
Wellington Management 2007 - 2007
Bank of Montreal 1984 - 2007
Dalhousie University 1999 - 2003
Education
Stanford University 2015 — 2016
Strategic Decision and Risk Management Certificate Program
Stanford University - Stanford Center for Professional Development 2012 — 2014
SCPM, Stanford Advanced Project Management Certificate Program
BigVisible 2011 — 2011
Certified Scrum Master (CSM)
Certified Lean Six Sigma Greenbelt (CLSSGB)
Financial Industry Regulatory Authority
FINRA Arbitrator
Project Management Professional (PMP) - PMI 2009 — 2009
PMP, Project Management
Dalhousie University 1999 — 2003
Master of Business Administration (MBA), Financial Services
University of Toronto 1984 — 1986
Bachelor's degree (Partial), Bachelor of Commerce Program
Manulife (John Hancock) 2015 - Present
Manulife Financial (John Hancock) 2013 - 2015
Manulife Financial (John Hancock) 2012 - 2013
Manulife Financial (John Hancock) 2010 - 2011
Cubist Pharmaceuticals 2010 - 2010
State Street Corporation 2007 - 2009
Wellington Management 2007 - 2007
Bank of Montreal 1984 - 2007
Dalhousie University 1999 - 2003
Education
Stanford University 2015 — 2016
Strategic Decision and Risk Management Certificate Program
Stanford University - Stanford Center for Professional Development 2012 — 2014
SCPM, Stanford Advanced Project Management Certificate Program
BigVisible 2011 — 2011
Certified Scrum Master (CSM)
Certified Lean Six Sigma Greenbelt (CLSSGB)
Financial Industry Regulatory Authority
FINRA Arbitrator
Project Management Professional (PMP) - PMI 2009 — 2009
PMP, Project Management
Dalhousie University 1999 — 2003
Master of Business Administration (MBA), Financial Services
University of Toronto 1984 — 1986
Bachelor's degree (Partial), Bachelor of Commerce Program
Moira Klein-Swormink's Bank of Montreal Experience February 2008 - November 2008
Job Leader Builder Communicator Coach
Industry Professional Training & Coaching
Experience
Dale Carnegie Training July 2012 - Present
Twello Property Management February 2012 - Present
TMVF Consulting Inc. 2012 - Present
HiveWire Inc. 2012 - Present
BMO Financial Group October 2011 - February 2012
Junior Achievment of Central Ontario 2010 - 2012
BMO Financial Group May 2010 - October 2011
BMO Financial Group August 2009 - May 2010
Bank of Montreal February 2008 - November 2008
BMO Bank of Montreal July 2006 - June 2007
Skills
Mergers & Acquisitions, Financial Services, Leadership, Management, Leadership Development, Business Development, Training & Development, Executive Coaching, Strategic Planning, Strategic Communications, Banking, Management Consulting, Finance, Corporate Finance, Credit Analysis, Financial Risk, Relationship Management, Commercial Lending, Portfolio Management, Risk Management, Capital Markets, Credit, Team Building, Public Speaking, Change Management, Culture Change, Staff Development, Ideas Development, Coaching, Strategy, Team Leadership
Education
Dalhousie University 2006 — 2010
MBA
The University of Western Ontario 1998 — 2002
Honours Bachelor of Arts
Dale Carnegie Training July 2012 - Present
Twello Property Management February 2012 - Present
TMVF Consulting Inc. 2012 - Present
HiveWire Inc. 2012 - Present
BMO Financial Group October 2011 - February 2012
Junior Achievment of Central Ontario 2010 - 2012
BMO Financial Group May 2010 - October 2011
BMO Financial Group August 2009 - May 2010
Bank of Montreal February 2008 - November 2008
BMO Bank of Montreal July 2006 - June 2007
Skills
Mergers & Acquisitions, Financial Services, Leadership, Management, Leadership Development, Business Development, Training & Development, Executive Coaching, Strategic Planning, Strategic Communications, Banking, Management Consulting, Finance, Corporate Finance, Credit Analysis, Financial Risk, Relationship Management, Commercial Lending, Portfolio Management, Risk Management, Capital Markets, Credit, Team Building, Public Speaking, Change Management, Culture Change, Staff Development, Ideas Development, Coaching, Strategy, Team Leadership
Education
Dalhousie University 2006 — 2010
MBA
The University of Western Ontario 1998 — 2002
Honours Bachelor of Arts
Michelle Giroux, CFP, CIM, FCSI Michelle Giroux, CFP, CIM, FCSI's Bank of Montreal Experience October 2004 - December 2008
Job Financial Planner
Industry Banking
Experience
National Bank of Canada January 2012 - Present
CSI 2012 - Present
RBC January 2008 - January 2010
Bank of Montreal October 2004 - December 2008
CIBC June 1996 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Retirement, Finance, Financial Advisory, Investment Strategies, Retirement Planning, Financial Planning, Securities, Banking, Portfolio Management, Wealth, Relationship Management
Education
BA
Dalhousie University
MBA candidate
University of Toronto
National Bank of Canada January 2012 - Present
CSI 2012 - Present
RBC January 2008 - January 2010
Bank of Montreal October 2004 - December 2008
CIBC June 1996 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Investment Advisory, Retirement, Finance, Financial Advisory, Investment Strategies, Retirement Planning, Financial Planning, Securities, Banking, Portfolio Management, Wealth, Relationship Management
Education
BA
Dalhousie University
MBA candidate
University of Toronto
Giulia Miuccio's Bank of Montreal Experience October 1987 - January 1999
Job Entrepreneur, Independent Luxury Consultant Paid to wear Exclusives Designer Products
Industry Luxury Goods & Jewelry
Experience
Global Wealth Trade Corp. January 2010 - Present
Financial instutution September 2007 - April 2009
CIBC Wood Gundy August 1999 - September 2007
First Marathon Securities January 1997 - August 1999
Bank of Montreal October 1987 - January 1999
Skills
Luxury, Start-ups, Event Management, Customer Relations, International Business, Team Leadership, English, Event Planning, Team Building, Coaching, Customer Service, Problem Solving, Entrepreneurship, Negotiation, Marketing Communications, Recruiting, Public Relations, Social Media, New Business Development, Budgets, Sales, Training, Teamwork, Investments, Business Development, Social Networking, Marketing, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Retail, Advertising, Fashion, E-commerce, Market Research, Online Marketing, Customer Satisfaction, Finance, Strategy, Analysis, Management, Account Management, Social Media Marketing, Business Strategy, Sales Management, Team Management, CRM, Employee Training, Business Planning
Education
CDS 2004 — 2006
CSC & CHP code of conduct lisence, Finance
canadian Banker Assoc. 1994 — 1995
Mutual fund lisence, Communication & Creative Arts
Dawson College 1981 — 1983
undergrad, Creative arts and communications
Global Wealth Trade Corp. January 2010 - Present
Financial instutution September 2007 - April 2009
CIBC Wood Gundy August 1999 - September 2007
First Marathon Securities January 1997 - August 1999
Bank of Montreal October 1987 - January 1999
Skills
Luxury, Start-ups, Event Management, Customer Relations, International Business, Team Leadership, English, Event Planning, Team Building, Coaching, Customer Service, Problem Solving, Entrepreneurship, Negotiation, Marketing Communications, Recruiting, Public Relations, Social Media, New Business Development, Budgets, Sales, Training, Teamwork, Investments, Business Development, Social Networking, Marketing, Marketing Strategy, Strategic Planning, Leadership, Inventory Management, Retail, Advertising, Fashion, E-commerce, Market Research, Online Marketing, Customer Satisfaction, Finance, Strategy, Analysis, Management, Account Management, Social Media Marketing, Business Strategy, Sales Management, Team Management, CRM, Employee Training, Business Planning
Education
CDS 2004 — 2006
CSC & CHP code of conduct lisence, Finance
canadian Banker Assoc. 1994 — 1995
Mutual fund lisence, Communication & Creative Arts
Dawson College 1981 — 1983
undergrad, Creative arts and communications
Connie Racaniello Connie Racaniello's Bank of Montreal Experience July 1989 - September 1999
Job owner at Boutique Zias
Industry Retail
Experience
Boutique Zias August 2011 - Present
Boutique Zias August 2011 - Present
Bank of Montreal July 1989 - September 1999
Skills
Sales Management, Customer Service, Advertising, Online Marketing, Product Development, Marketing Communications, Sales
Education
Dawson College 1986 — 1989
retail management
vincent massey
Boutique Zias August 2011 - Present
Boutique Zias August 2011 - Present
Bank of Montreal July 1989 - September 1999
Skills
Sales Management, Customer Service, Advertising, Online Marketing, Product Development, Marketing Communications, Sales
Education
Dawson College 1986 — 1989
retail management
vincent massey
Shane Butcher, M.B.A. Shane Butcher, M.B.A.'s Bank of Montreal Experience October 2003 - September 2008
Job Retail Manager at Libro Credit Union
Industry Banking
Experience
Libro Credit Union June 2014 - Present
Perennial Inc. September 2013 - June 2014
BMO Financial Group September 2008 - August 2013
Bank of Montreal October 2003 - September 2008
Bank of Montreal October 2002 - October 2003
Bank of Montreal February 2001 - October 2002
Bank of Montreal November 1998 - February 2001
Skills
Retail Banking, Banking, Credit, Commercial Banking, Wealth Management, Mutual Funds, Mortgage Lending, Loans, Investments, Strategic Financial..., Consumer Lending, Portfolio Management, Commercial Lending, Financial Services, Risk Management, Leadership, Business Planning, Asset Managment, Relationship Management, Coaching, Management, Financial Analysis, Capital Markets, Retirement Planning, Small Business Lending, Cash Management, Private Banking, Residential Mortgages, Outsourcing, Securities, Lines Of Credit, Financial Advisory, Credit Cards, Commercial Mortgages, Fixed Income, Asset Management, Credit Analysis, Credit Risk, Financial Risk, Investment Strategies, Business Development, Investment Advisory, Finance, Operational Risk, Performance Management, Operational Risk..., Cross Selling, Treasury Management, Process Improvement, Wealth Management...
Education
Dalhousie University 1996 — 1999
MBA, Financial Services
University of Toronto - Rotman School of Management
Advanced Leadership Program
Institute of Canadian Bankers
Professional Banking Program
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada
George Brown College 1979 — 1981
Business Diploma, Business Administration / Marketing
Libro Credit Union June 2014 - Present
Perennial Inc. September 2013 - June 2014
BMO Financial Group September 2008 - August 2013
Bank of Montreal October 2003 - September 2008
Bank of Montreal October 2002 - October 2003
Bank of Montreal February 2001 - October 2002
Bank of Montreal November 1998 - February 2001
Skills
Retail Banking, Banking, Credit, Commercial Banking, Wealth Management, Mutual Funds, Mortgage Lending, Loans, Investments, Strategic Financial..., Consumer Lending, Portfolio Management, Commercial Lending, Financial Services, Risk Management, Leadership, Business Planning, Asset Managment, Relationship Management, Coaching, Management, Financial Analysis, Capital Markets, Retirement Planning, Small Business Lending, Cash Management, Private Banking, Residential Mortgages, Outsourcing, Securities, Lines Of Credit, Financial Advisory, Credit Cards, Commercial Mortgages, Fixed Income, Asset Management, Credit Analysis, Credit Risk, Financial Risk, Investment Strategies, Business Development, Investment Advisory, Finance, Operational Risk, Performance Management, Operational Risk..., Cross Selling, Treasury Management, Process Improvement, Wealth Management...
Education
Dalhousie University 1996 — 1999
MBA, Financial Services
University of Toronto - Rotman School of Management
Advanced Leadership Program
Institute of Canadian Bankers
Professional Banking Program
Canadian Securities Institute
Canadian Securities Course
Institute of Canadian Bankers
Investment Funds in Canada
George Brown College 1979 — 1981
Business Diploma, Business Administration / Marketing
Jason Kay's Bank of Montreal Experience 1996 - 2005
Job President at Zolo Mortgages Ltd
Industry Banking
Experience
Zolo Mortgages Ltd June 2014 - Present
Merix Financial August 2011 - June 2014
Macquarie December 2006 - August 2011
Genworth Financial Canada March 2004 - December 2005
Bank of Montreal 1996 - 2005
Skills
Strategic Planning, Business Analysis, Coaching, Product Design, Banking, Sales Management, Marketing Strategy, Executive Management, Wholesale Lending, Mortgage Lending, MBA, Financial Analysis, Business Acquisition, Leadership, Leading Change, Budget Setting, Collaboration, Financial Regulation, Management, New Business Development, Residential Mortgages, Credit, Finance, Sales, Team Building, Business Development, Relationship Management, Contract Negotiation, Analysis, Investments, Client Counseling, Real Estate Financing, Client Relations Skills, Financial Guidance, Financial Services, Loans
Education
Dalhousie University 2001 — 2005
MBA, Banking
University of Guelph 1992 — 1997
Hon. BA, Politics
Zolo Mortgages Ltd June 2014 - Present
Merix Financial August 2011 - June 2014
Macquarie December 2006 - August 2011
Genworth Financial Canada March 2004 - December 2005
Bank of Montreal 1996 - 2005
Skills
Strategic Planning, Business Analysis, Coaching, Product Design, Banking, Sales Management, Marketing Strategy, Executive Management, Wholesale Lending, Mortgage Lending, MBA, Financial Analysis, Business Acquisition, Leadership, Leading Change, Budget Setting, Collaboration, Financial Regulation, Management, New Business Development, Residential Mortgages, Credit, Finance, Sales, Team Building, Business Development, Relationship Management, Contract Negotiation, Analysis, Investments, Client Counseling, Real Estate Financing, Client Relations Skills, Financial Guidance, Financial Services, Loans
Education
Dalhousie University 2001 — 2005
MBA, Banking
University of Guelph 1992 — 1997
Hon. BA, Politics
Marjorie Kramer's Bank of Montreal Experience January 2006 - January 2007
Job Director, Web and Member Services at Canadian Life and Health Insurance Association Inc. (CLHIA)
Industry Information Technology and Services
Experience
Starport Managed Services Inc. January 2010 - October 2011
Tacom Educating & Consulting 1992 - June 2011
RBC Royal Bank 2007 - 2008
Bank of Montreal January 2006 - January 2007
CGI 2005 - 2005
Neoedge Networks 2003 - 2005
United Systems Solutions 1995 - 2000
United Systems 1993 - 2000
Lotus Development Corporation 1988 - 1995
IBM Canada 1990 - 1993
Skills
Project Implementation, Web Services, Social Media, SEO, SharePoint, Cloud Computing, IT Strategy, Lotus Domino, Program Management, Change Leadership, Management, Strategy, Leadership, SaaS, Agile Methodologies, Project Management
Education
Cornell University 1983 — 1987
BA, Mathematics/Operations Research
Starport Managed Services Inc. January 2010 - October 2011
Tacom Educating & Consulting 1992 - June 2011
RBC Royal Bank 2007 - 2008
Bank of Montreal January 2006 - January 2007
CGI 2005 - 2005
Neoedge Networks 2003 - 2005
United Systems Solutions 1995 - 2000
United Systems 1993 - 2000
Lotus Development Corporation 1988 - 1995
IBM Canada 1990 - 1993
Skills
Project Implementation, Web Services, Social Media, SEO, SharePoint, Cloud Computing, IT Strategy, Lotus Domino, Program Management, Change Leadership, Management, Strategy, Leadership, SaaS, Agile Methodologies, Project Management
Education
Cornell University 1983 — 1987
BA, Mathematics/Operations Research
Josef Michalek Josef Michalek's Bank of Montreal Experience February 2005 - Present
Job Lead Consultant at Adastra Corporation
Industry Computer Software
Experience
Bank of Montreal February 2005 - Present
Adastra Corporation January 2002 - Present
Terren Corporation November 1989 - December 2001
CKD Prague September 1984 - September 1989
Skills
C++, Ab Initio, Unix Shell Scripting, Data Warehousing, Software Development, C, PL/SQL, ETL
Education
Czech Technical University in Prague 1979 — 1984
Ing, Applied Mechanics
Bank of Montreal February 2005 - Present
Adastra Corporation January 2002 - Present
Terren Corporation November 1989 - December 2001
CKD Prague September 1984 - September 1989
Skills
C++, Ab Initio, Unix Shell Scripting, Data Warehousing, Software Development, C, PL/SQL, ETL
Education
Czech Technical University in Prague 1979 — 1984
Ing, Applied Mechanics
Kathryn Fero Kathryn Fero's Bank of Montreal Experience November 2008 - March 2011
Job Managing Director, Strategy & Operations Alberta Private Client at ATB Financial
Industry Financial Services
Experience
ATB Financial November 2014 - Present
ATB Financial May 2012 - November 2014
BMO Financial Group February 2011 - May 2012
Bank of Montreal November 2008 - March 2011
Bank of Montreal January 2007 - January 2009
Bank of Montreal April 2004 - December 2006
Skills
Business Strategy, Strategy, Banking, Change Management, Internal Communications, Marketing Strategy, Financial Services, Relationship Management, Strategic Thinking, Customer Experience, Product Development, Employee Engagement, Retail Banking, Leadership, Credit, Management, Risk Management, Commercial Banking, Business Analysis
Education
Dalhousie University 2001 — 2005
MBA, Financial Services
University of Calgary 1990 — 1995
B.A, Communications Studies
ATB Financial November 2014 - Present
ATB Financial May 2012 - November 2014
BMO Financial Group February 2011 - May 2012
Bank of Montreal November 2008 - March 2011
Bank of Montreal January 2007 - January 2009
Bank of Montreal April 2004 - December 2006
Skills
Business Strategy, Strategy, Banking, Change Management, Internal Communications, Marketing Strategy, Financial Services, Relationship Management, Strategic Thinking, Customer Experience, Product Development, Employee Engagement, Retail Banking, Leadership, Credit, Management, Risk Management, Commercial Banking, Business Analysis
Education
Dalhousie University 2001 — 2005
MBA, Financial Services
University of Calgary 1990 — 1995
B.A, Communications Studies
Laura Buist Laura Buist's Bank of Montreal Experience February 1989 - November 2013
Job Manager NACC Technology at BMO Bank of Montreal
Industry Information Technology and Services
Experience
BMO Bank of Montreal November 2013 - Present
Bank of Montreal February 1989 - November 2013
BMO Financial Group 1989 - March 2011
Skills
SDLC, Requirements Gathering, Business Analysis, Vendor Management, PMO, Enterprise Architecture, Call Center, Call Centers, Banking, Business Requirements, Visio, Business Process..., Financial Services, IT Strategy, Integration, Business Continuity, Project Delivery, Risk Management, Project Portfolio..., ITIL, Requirements Analysis, Disaster Recovery
Education
Dawson College
BMO Bank of Montreal November 2013 - Present
Bank of Montreal February 1989 - November 2013
BMO Financial Group 1989 - March 2011
Skills
SDLC, Requirements Gathering, Business Analysis, Vendor Management, PMO, Enterprise Architecture, Call Center, Call Centers, Banking, Business Requirements, Visio, Business Process..., Financial Services, IT Strategy, Integration, Business Continuity, Project Delivery, Risk Management, Project Portfolio..., ITIL, Requirements Analysis, Disaster Recovery
Education
Dawson College
Bryan Childerhouse Bryan Childerhouse's Bank of Montreal Experience 1976 - 1991
Job Manager Payment Operations at Capital One
Industry Financial Services
Experience
Capital One February 2015 - Present
Capital One January 2008 - January 2015
Credit Canada March 2007 - March 2012
Chase Paymentech Solutions February 2007 - October 2007
Triton Canada October 2006 - February 2007
DEXIT INC May 2005 - July 2006
Efunds Canada April 1999 - January 2005
Brinks September 1991 - October 1995
Bank of Montreal 1976 - 1991
Skills
Business Process..., ITIL, Incident Management, Credit Cards, Vendor Management, Process Improvement, Payments, Business Analysis, Change Management, Cross-functional Team..., Risk Management, Electronic Payments, Strategic Planning, Financial Services, Business Strategy, Program Management, Payment Card Processing, Banking, Relationship Management, Project Management, Sales Operations, Analytics, Integration, Outsourcing, Product Development, Product Management, Business Development, Credit
Education
McGill University 1973 — 1976
BComm, Marketing/Finance
Dawson College 1971 — 1973
BUSINESS DIPLOMA, Marketing & Finance
Capital One February 2015 - Present
Capital One January 2008 - January 2015
Credit Canada March 2007 - March 2012
Chase Paymentech Solutions February 2007 - October 2007
Triton Canada October 2006 - February 2007
DEXIT INC May 2005 - July 2006
Efunds Canada April 1999 - January 2005
Brinks September 1991 - October 1995
Bank of Montreal 1976 - 1991
Skills
Business Process..., ITIL, Incident Management, Credit Cards, Vendor Management, Process Improvement, Payments, Business Analysis, Change Management, Cross-functional Team..., Risk Management, Electronic Payments, Strategic Planning, Financial Services, Business Strategy, Program Management, Payment Card Processing, Banking, Relationship Management, Project Management, Sales Operations, Analytics, Integration, Outsourcing, Product Development, Product Management, Business Development, Credit
Education
McGill University 1973 — 1976
BComm, Marketing/Finance
Dawson College 1971 — 1973
BUSINESS DIPLOMA, Marketing & Finance
Peter Pankratz Peter Pankratz's Bank of Montreal Experience April 1985 - August 2001
Job Service Desk Specialist
Industry Banking
Experience
Intria Items / CIBC 2005 - Present
Bank of Montreal April 1985 - August 2001
PdMain 2001 - 2001
Skills
Blackberry Enterprise..., Service Desk, Incident Management, ITIL, Active Directory, Disaster Recovery, Visio, Windows, VMware, Troubleshooting, Documentation, Problem Solving, Customer Relations, Microsoft Office, Outlook, Customer Service, Citrix, Novell, XP, Excel, Business Analysis, IT Operations, SharePoint, Management, SDLC, Software Documentation, Vendor Management, IT Service Management, PMO, Integration
Education
Dawson College 1969 — 1970
none, Computer Science
Percival High 1968 — 1970
HSLD, Science Math
Intria Items / CIBC 2005 - Present
Bank of Montreal April 1985 - August 2001
PdMain 2001 - 2001
Skills
Blackberry Enterprise..., Service Desk, Incident Management, ITIL, Active Directory, Disaster Recovery, Visio, Windows, VMware, Troubleshooting, Documentation, Problem Solving, Customer Relations, Microsoft Office, Outlook, Customer Service, Citrix, Novell, XP, Excel, Business Analysis, IT Operations, SharePoint, Management, SDLC, Software Documentation, Vendor Management, IT Service Management, PMO, Integration
Education
Dawson College 1969 — 1970
none, Computer Science
Percival High 1968 — 1970
HSLD, Science Math
Marjorie Paddock Marjorie Paddock's Bank of Montreal Experience 1989 - Present
Job Retired former VP & U.S. Director of Diversity at BMO Financial Group Harris
Industry Financial Services
Experience
BMO Financial Group - Harris January 2004 - Present
Bank of Montreal 1989 - Present
Harris Bank Wilmette 1999 - 2004
Harris Bank 1996 - 1999
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
Clark High School 1966 — 1970
H.S. diploma, General Studies
BMO Financial Group - Harris January 2004 - Present
Bank of Montreal 1989 - Present
Harris Bank Wilmette 1999 - 2004
Harris Bank 1996 - 1999
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
Clark High School 1966 — 1970
H.S. diploma, General Studies
David N. Savoie MBA, CPA, CMA, PFP David N. Savoie MBA, CPA, CMA, PFP's Bank of Montreal Experience August 2003 - August 2004
Job Manager Credit Structures at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
Kevin Kerr, CFA Kevin Kerr, CFA's Bank of Montreal Experience January 1997 - September 1998
Job Financial Markets Professional
Industry Banking
Experience
Self Employed August 2013 - Present
TD Securities May 2008 - July 2013
TD Securities September 2005 - April 2008
TD Securities January 2004 - August 2005
TD Securities November 2000 - December 2003
TD Waterhouse January 1999 - October 2000
Bank of Montreal January 1997 - September 1998
Skills
Banking, Financial Analysis, Financial Reporting, Finance, Investments, Project Management, Presentation Skills, Capital Markets, Derivatives, Financial Risk..., Mutual Funds
Education
Saint Mary's University 1998 — 2000
Master of Business Administration (MBA), Finance, General, 3.6 GPA
Dalhousie University 1991 — 1995
Bachelor of Arts (B.A.), Economics, 3.4 GPA
Prince Andrew High School
Self Employed August 2013 - Present
TD Securities May 2008 - July 2013
TD Securities September 2005 - April 2008
TD Securities January 2004 - August 2005
TD Securities November 2000 - December 2003
TD Waterhouse January 1999 - October 2000
Bank of Montreal January 1997 - September 1998
Skills
Banking, Financial Analysis, Financial Reporting, Finance, Investments, Project Management, Presentation Skills, Capital Markets, Derivatives, Financial Risk..., Mutual Funds
Education
Saint Mary's University 1998 — 2000
Master of Business Administration (MBA), Finance, General, 3.6 GPA
Dalhousie University 1991 — 1995
Bachelor of Arts (B.A.), Economics, 3.4 GPA
Prince Andrew High School
Ron J. McKerlie Ron J. McKerlie's Bank of Montreal Experience September 1979 - January 2000
Job President at Mohawk College and Mohawk College Foundation
Industry Government Administration
Experience
Mohawk College July 2014 - Present
World Vision Canada 2005 - Present
Ontario Public Service May 2013 - July 2014
Ontario Public Service January 2012 - May 2013
Ornge January 2012 - February 2013
Niagara Parks Commission November 2010 - February 2012
Ontario Public Service July 2008 - January 2012
Ontario Public Service October 2005 - July 2008
Rogers Communications February 2000 - October 2004
Bank of Montreal September 1979 - January 2000
Skills
Leadership, Change Management, Coaching, Management, Team Building, Strategic Planning, Program Management, Governance, Policy, Leadership Development, Negotiation, Public Speaking, Team Leadership, Government, Strategy, Organizational..., Business Strategy, Public Policy, Nonprofits, Strategic Communications, Stakeholder Engagement, Executive Management, Public Sector, Strategic Leadership, Stakeholder Management, Contract Negotiation, Employee Engagement, Mentoring
Education
University of Toronto - Rotman School of Management 2008 — 2009
ICD.D, Directors Education
Harvard Business School 2007 — 2007
AMP, Business
Dalhousie University 1997 — 2000
MBA, Business
Mohawk College July 2014 - Present
World Vision Canada 2005 - Present
Ontario Public Service May 2013 - July 2014
Ontario Public Service January 2012 - May 2013
Ornge January 2012 - February 2013
Niagara Parks Commission November 2010 - February 2012
Ontario Public Service July 2008 - January 2012
Ontario Public Service October 2005 - July 2008
Rogers Communications February 2000 - October 2004
Bank of Montreal September 1979 - January 2000
Skills
Leadership, Change Management, Coaching, Management, Team Building, Strategic Planning, Program Management, Governance, Policy, Leadership Development, Negotiation, Public Speaking, Team Leadership, Government, Strategy, Organizational..., Business Strategy, Public Policy, Nonprofits, Strategic Communications, Stakeholder Engagement, Executive Management, Public Sector, Strategic Leadership, Stakeholder Management, Contract Negotiation, Employee Engagement, Mentoring
Education
University of Toronto - Rotman School of Management 2008 — 2009
ICD.D, Directors Education
Harvard Business School 2007 — 2007
AMP, Business
Dalhousie University 1997 — 2000
MBA, Business
Patti Wilson's Bank of Montreal Experience January 2009 - July 2011
Job Regional VicePresident, Personal Banking, CambridgeGuelph Market at BMO Bank of Montreal
Industry Banking
Experience
BMO Bank of Montreal October 2013 - Present
BMO Bank of Montreal March 2013 - October 2013
BMO March 2011 - March 2013
Bank of Montreal January 2009 - July 2011
BMO Financial Group December 2006 - December 2008
BMO Harris Private Banking 1998 - 2004
Skills
Banking, Wealth Management, Credit, Retail Banking, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Mutual Funds, Investments, Strategic Financial..., Consumer Lending, Cross Selling, Customer Experience, Relationship Management, Small Business Lending, Credit Risk, Financial Services, Branch Banking, Credit Cards, Private Banking, Financial Risk, Residential Mortgages, Credit Analysis, Management, Leadership, Financial Planning, Wealth, Refinance
Education
Dalhousie University 2001 — 2004
MBA
Wilfrid Laurier University
BA, Psychology and Fine Arts
BMO Bank of Montreal October 2013 - Present
BMO Bank of Montreal March 2013 - October 2013
BMO March 2011 - March 2013
Bank of Montreal January 2009 - July 2011
BMO Financial Group December 2006 - December 2008
BMO Harris Private Banking 1998 - 2004
Skills
Banking, Wealth Management, Credit, Retail Banking, Commercial Banking, Loans, Mortgage Lending, Portfolio Management, Commercial Lending, Mutual Funds, Investments, Strategic Financial..., Consumer Lending, Cross Selling, Customer Experience, Relationship Management, Small Business Lending, Credit Risk, Financial Services, Branch Banking, Credit Cards, Private Banking, Financial Risk, Residential Mortgages, Credit Analysis, Management, Leadership, Financial Planning, Wealth, Refinance
Education
Dalhousie University 2001 — 2004
MBA
Wilfrid Laurier University
BA, Psychology and Fine Arts
Hazel Sam Hazel Sam's Bank of Montreal Experience 2004 - 2008
Job Board of Director at DRCC
Industry Nonprofit Organization Management
Experience
DRCC February 2010 - Present
Literature for Life February 2010 - August 2013
Bank of Montreal 2004 - 2008
Bank of Montreal 1997 - 2000
Bank of Montrel 1982 - 1988
Bank of Montrel 1982 - 1988
Skills
Coaching, Leadership Development, Strategic Planning, Business Process..., Non-profits, Stakeholder Engagement, Change Management, Organizational..., Community Development, Performance Management, Employee Engagement, Policy, Needs Analysis, Business Development, Business Strategy, Public Speaking, Fundraising, Business Planning, Program Development, Nonprofits
Education
Dawson College
Computer Programming
McGill University
International Banking / Management / ICB
St. Joseph's High School, Guyana, South America
DRCC February 2010 - Present
Literature for Life February 2010 - August 2013
Bank of Montreal 2004 - 2008
Bank of Montreal 1997 - 2000
Bank of Montrel 1982 - 1988
Bank of Montrel 1982 - 1988
Skills
Coaching, Leadership Development, Strategic Planning, Business Process..., Non-profits, Stakeholder Engagement, Change Management, Organizational..., Community Development, Performance Management, Employee Engagement, Policy, Needs Analysis, Business Development, Business Strategy, Public Speaking, Fundraising, Business Planning, Program Development, Nonprofits
Education
Dawson College
Computer Programming
McGill University
International Banking / Management / ICB
St. Joseph's High School, Guyana, South America
Terry O'Malley Terry O'Malley's Bank of Montreal Experience 1986 - 2004
Job Java contractor at Cogeco Cable until Jan '16
Industry Information Technology and Services
Experience
Cogeco Cable November 2011 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada September 2010 - November 2011
Equisoft November 2007 - September 2010
My Virtual Model June 2006 - November 2007
Computer Science Corporation January 2005 - June 2006
Bank Of Montreal 1986 - 2004
Skills
Java, Spring, REST, Struts, SOAP, EJB, Ant, JSP, Eclipse, Java Enterprise Edition, JSF, JBoss Seam, CSS, JavaScript, Maven, Hibernate, jQuery, Tomcat, JDBC, Axis2, JUnit, Apache Commons, HTML, Agile Methodologies, Software Development, SOA, Spring Framework
Education
Dawson College 1983 — 1986
DEC, Comp. Science
Vanier College 1977 — 1979
DEC, Commerce
Cogeco Cable November 2011 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada September 2010 - November 2011
Equisoft November 2007 - September 2010
My Virtual Model June 2006 - November 2007
Computer Science Corporation January 2005 - June 2006
Bank Of Montreal 1986 - 2004
Skills
Java, Spring, REST, Struts, SOAP, EJB, Ant, JSP, Eclipse, Java Enterprise Edition, JSF, JBoss Seam, CSS, JavaScript, Maven, Hibernate, jQuery, Tomcat, JDBC, Axis2, JUnit, Apache Commons, HTML, Agile Methodologies, Software Development, SOA, Spring Framework
Education
Dawson College 1983 — 1986
DEC, Comp. Science
Vanier College 1977 — 1979
DEC, Commerce
Scott Farber Scott Farber's Bank of Montreal Experience 2005 - 2008
Job Director, Vendor Operations at Walmart Canada Bank at WalMart Canada
Industry Banking
Experience
Wal-Mart Canada August 2012 - Present
Ally Financial Inc. July 2009 - August 2012
Work-At-Home Specialists Ltd. May 2008 - June 2009
Bank of Montreal 2005 - 2008
Bank of Montreal 2003 - 2005
Bank of Montreal 2000 - 2003
Skills
Call Center, Customer Experience, Banking, Coaching, Management, Financial Services, Outsourcing, Sales Management, Vendor Management, Analysis, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Call Centers, Change Management, Contact Centers, Customer Service, Employee Engagement, Leadership, Performance Management, Relationship Management, Risk Management, Sales, Strategy, Operations Management, Forecasting, Program Management, Process Improvement, Team Building, Start-ups, Team Leadership, Retail, Strategic Planning, Credit Cards, Workforce Management, Credit, Customer Retention, Customer Satisfaction, CRM
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
Fellow of Institute of Canadian Bankers 2000 — 2004
Seneca College of Applied Arts and Technology 1981 — 1984
Accounting & Finance Diploma
Wal-Mart Canada August 2012 - Present
Ally Financial Inc. July 2009 - August 2012
Work-At-Home Specialists Ltd. May 2008 - June 2009
Bank of Montreal 2005 - 2008
Bank of Montreal 2003 - 2005
Bank of Montreal 2000 - 2003
Skills
Call Center, Customer Experience, Banking, Coaching, Management, Financial Services, Outsourcing, Sales Management, Vendor Management, Analysis, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Call Centers, Change Management, Contact Centers, Customer Service, Employee Engagement, Leadership, Performance Management, Relationship Management, Risk Management, Sales, Strategy, Operations Management, Forecasting, Program Management, Process Improvement, Team Building, Start-ups, Team Leadership, Retail, Strategic Planning, Credit Cards, Workforce Management, Credit, Customer Retention, Customer Satisfaction, CRM
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
Fellow of Institute of Canadian Bankers 2000 — 2004
Seneca College of Applied Arts and Technology 1981 — 1984
Accounting & Finance Diploma
David Xing's Bank of Montreal Experience September 2013 - July 2014
Job Sales & Customer Service / Linguist
Industry Translation and Localization
Experience
Bank of Montreal September 2013 - July 2014
Aramark May 2013 - December 2013
Shanghai Jupeng Translation Co., Ltd April 2011 - August 2012
Hewett Packard November 2010 - March 2011
Shanghai Jupeng Translation Co., Ltd December 2008 - October 2010
Hewett Packard July 2008 - November 2008
Skills
Proofreading, Sales and Marketing, Customer Services, Business Computing, Translation, Technical Translation, Localization, Trados, Language Services, Legal Translation, Linguistics, Interpreting, Medical Translation, Foreign Languages, Multilingual, SDL Trados, English, Internationalization, Customer Service, Machine Translation, Business English, Terminology
Education
Red River College 2012 — 2013
Certificate, Commerce / Industry Sales and Marketing, 4.06
Dalian Maritime University 2006 — 2008
Master of Arts (M.A.), Applied Linguistics, 4.00
Bank of Montreal September 2013 - July 2014
Aramark May 2013 - December 2013
Shanghai Jupeng Translation Co., Ltd April 2011 - August 2012
Hewett Packard November 2010 - March 2011
Shanghai Jupeng Translation Co., Ltd December 2008 - October 2010
Hewett Packard July 2008 - November 2008
Skills
Proofreading, Sales and Marketing, Customer Services, Business Computing, Translation, Technical Translation, Localization, Trados, Language Services, Legal Translation, Linguistics, Interpreting, Medical Translation, Foreign Languages, Multilingual, SDL Trados, English, Internationalization, Customer Service, Machine Translation, Business English, Terminology
Education
Red River College 2012 — 2013
Certificate, Commerce / Industry Sales and Marketing, 4.06
Dalian Maritime University 2006 — 2008
Master of Arts (M.A.), Applied Linguistics, 4.00
Alastair Bateson Alastair Bateson's Bank of Montreal Experience February 2004 - October 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of Montreal February 2004 - October 2007
Bank of Montreal September 1998 - 2004
Skills
Banking, Wealth Management, Governance, Project Planning, Risk Management, Financial Services, Mortgage Lending, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management
Education
Dalhousie University 1998 — 2002
MBA, Financial Services
Institute of Canadian Bankers 1998 — 2002
FICB
Bank of Montreal February 2004 - October 2007
Bank of Montreal September 1998 - 2004
Skills
Banking, Wealth Management, Governance, Project Planning, Risk Management, Financial Services, Mortgage Lending, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management
Education
Dalhousie University 1998 — 2002
MBA, Financial Services
Institute of Canadian Bankers 1998 — 2002
FICB
Deborah Mogg Deborah Mogg's Bank of Montreal Experience 1976 - 2010
Job Retired
Industry Financial Services
Experience
BMO February 2011 - Present
Bank of Montreal 1976 - 2010
Skills
Coaching, Customer Relations, Performance Management, Change Management, Customer Service, Credit, Sales Management, Banking, Relationship Management, Customer Experience, Loans, Retail Banking, Consumer Lending, Risk Management, Mortgage Lending, Commercial Banking
Education
Dalhousie University 1999 — 2003
MBA, Financial Serivces
BMO February 2011 - Present
Bank of Montreal 1976 - 2010
Skills
Coaching, Customer Relations, Performance Management, Change Management, Customer Service, Credit, Sales Management, Banking, Relationship Management, Customer Experience, Loans, Retail Banking, Consumer Lending, Risk Management, Mortgage Lending, Commercial Banking
Education
Dalhousie University 1999 — 2003
MBA, Financial Serivces
Shannon Whitmore (Pope) Shannon Whitmore (Pope)'s Bank of Montreal Experience March 2012 - December 2013
Job Sr. Manager, Customer Analytics North American Credit Cards at TD
Industry Financial Services
Experience
TD December 2013 - Present
Bank of Montreal March 2012 - December 2013
Bank of Montreal January 2011 - March 2012
Bank of Montreal August 2008 - January 2011
BMO Mosaik Mastercard April 2006 - August 2008
Bank of Montreal January 2005 - April 2006
Bank of Montreal June 2000 - January 2005
Skills
Relationship Management, Financial Services, Strategic Planning, Business Case, Credit Cards, Loyalty Marketing, Loyalty Programs, Segmentation, Marketing, Market Research, Marketing Strategy, Communication, Product Development, Product Management, Project Management, Revenue & Profit Growth, People Development, Management, Financial Analysis, Credit Card Analytics, Direct Marketing, Business Analysis, Customer Experience
Education
Dalhousie University 2004 — 2008
MBA
Queen's University 1996 — 2000
BSC Eng.
TD December 2013 - Present
Bank of Montreal March 2012 - December 2013
Bank of Montreal January 2011 - March 2012
Bank of Montreal August 2008 - January 2011
BMO Mosaik Mastercard April 2006 - August 2008
Bank of Montreal January 2005 - April 2006
Bank of Montreal June 2000 - January 2005
Skills
Relationship Management, Financial Services, Strategic Planning, Business Case, Credit Cards, Loyalty Marketing, Loyalty Programs, Segmentation, Marketing, Market Research, Marketing Strategy, Communication, Product Development, Product Management, Project Management, Revenue & Profit Growth, People Development, Management, Financial Analysis, Credit Card Analytics, Direct Marketing, Business Analysis, Customer Experience
Education
Dalhousie University 2004 — 2008
MBA
Queen's University 1996 — 2000
BSC Eng.
Rick Nason Rick Nason's Bank of Montreal Experience 1995 - 2000
Job Partner at RSD Solutions
Industry Financial Services
Experience
RSD Solutions 2002 - Present
Dalhousie University 2002 - Present
Bank of America 2000 - 2002
Bank of Montreal 1995 - 2000
Citibank 1993 - 1995
Skills
Risk Management, Enterprise Risk..., Financial Modeling, Financial Training, Derivatives, Valuation, Monte Carlo Simulation, Capital Markets, Risk, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Asset Management, Securities, Financial Markets, Financial Planning, Banking, Investment Banking, Credit, Analysis, Economics, Mergers, Debt, Fixed Income, Quantitative Analysis, Statistics, Trading, FX, Business Strategy, Corporate Governance, Options, Research, Credit Risk, Business Analysis, Entrepreneurship, Operational Risk, Strategic Planning, Financial Management, VAR, Modeling, Budgeting, Hedging, Higher Education, Financial Risk, Budgets, Managerial Finance, FX Options
Education
Ivey Business School at Western University 1988 — 1993
MBA / PHD, Finance
Western University 1988 — 1993
MBA, PhD, Finance
University of Pittsburgh 1983 — 1985
MSc, Physics
McMurry University 1980 — 1984
BSc, Chemistry, Math
Dalhousie University
RSD Solutions 2002 - Present
Dalhousie University 2002 - Present
Bank of America 2000 - 2002
Bank of Montreal 1995 - 2000
Citibank 1993 - 1995
Skills
Risk Management, Enterprise Risk..., Financial Modeling, Financial Training, Derivatives, Valuation, Monte Carlo Simulation, Capital Markets, Risk, Equities, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Asset Management, Securities, Financial Markets, Financial Planning, Banking, Investment Banking, Credit, Analysis, Economics, Mergers, Debt, Fixed Income, Quantitative Analysis, Statistics, Trading, FX, Business Strategy, Corporate Governance, Options, Research, Credit Risk, Business Analysis, Entrepreneurship, Operational Risk, Strategic Planning, Financial Management, VAR, Modeling, Budgeting, Hedging, Higher Education, Financial Risk, Budgets, Managerial Finance, FX Options
Education
Ivey Business School at Western University 1988 — 1993
MBA / PHD, Finance
Western University 1988 — 1993
MBA, PhD, Finance
University of Pittsburgh 1983 — 1985
MSc, Physics
McMurry University 1980 — 1984
BSc, Chemistry, Math
Dalhousie University
Sandra Baglione Sandra Baglione's Bank of Montreal Experience August 2011 - Present
Job Managing Director, Core Commercial Operations
Industry Financial Services
Experience
Bank of Montreal August 2011 - Present
BMO October 2007 - August 2011
BMO May 2006 - October 2007
BMO Investments Inc. October 2003 - May 2006
BMO December 1999 - October 2003
BMO March 1989 - December 1999
Skills
Banking, Risk Management, Change Management, Wealth Management, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Financial Analysis, Retail Banking, Strategic Financial..., Financial Services, Human Resources, PMO, Strategic Planning, Governance, Management, Management Consulting, Executive Management, Business Transformation, Investment Banking, SDLC, Finance, Business Analysis, Project Portfolio..., Leadership, Strategy, Business Process..., Project Planning, Asset Management, Business Strategy, Investments, Capital Markets, Workforce Planning, Financial Modeling, Project Management, Mergers & Acquisitions, Process Improvement, Financial Risk, Retirement Planning, Credit, Equities
Education
Dalhousie University 1999 — 2003
MBA, Business
Ryerson University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of Montreal August 2011 - Present
BMO October 2007 - August 2011
BMO May 2006 - October 2007
BMO Investments Inc. October 2003 - May 2006
BMO December 1999 - October 2003
BMO March 1989 - December 1999
Skills
Banking, Risk Management, Change Management, Wealth Management, Relationship Management, Portfolio Management, Vendor Management, Mutual Funds, Financial Analysis, Retail Banking, Strategic Financial..., Financial Services, Human Resources, PMO, Strategic Planning, Governance, Management, Management Consulting, Executive Management, Business Transformation, Investment Banking, SDLC, Finance, Business Analysis, Project Portfolio..., Leadership, Strategy, Business Process..., Project Planning, Asset Management, Business Strategy, Investments, Capital Markets, Workforce Planning, Financial Modeling, Project Management, Mergers & Acquisitions, Process Improvement, Financial Risk, Retirement Planning, Credit, Equities
Education
Dalhousie University 1999 — 2003
MBA, Business
Ryerson University 1988 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Doug MacKinnon Doug MacKinnon's Bank of Montreal Experience January 2008 - Present
Job Director, Industry Programs at BMO
Industry Banking
Experience
BMO December 2012 - Present
Bank of Montreal January 2008 - Present
BMO October 2004 - October 2008
Skills
Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Loans, Credit Risk, Investments, Retail Banking, Wealth Management, Risk Management, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Relationship Management, Capital Markets, Financial Modeling, •Provide complex cash..., Manage external..., Analyze, recommend and..., Providing on going...
Education
Dalhousie University 2006 — 2010
MBA
CSI Global Education Inc. (CSI), 2006 — 2010
FICB (Fellow, Institute of Canadian Bankers)
BMO December 2012 - Present
Bank of Montreal January 2008 - Present
BMO October 2004 - October 2008
Skills
Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Loans, Credit Risk, Investments, Retail Banking, Wealth Management, Risk Management, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Relationship Management, Capital Markets, Financial Modeling, •Provide complex cash..., Manage external..., Analyze, recommend and..., Providing on going...
Education
Dalhousie University 2006 — 2010
MBA
CSI Global Education Inc. (CSI), 2006 — 2010
FICB (Fellow, Institute of Canadian Bankers)
Wayne Herve Wayne Herve's Bank of Montreal Experience 1981 - 1998
Job Leader in Business Development, Corporate Finance, and Governance
Industry Financial Services
Experience
Business Development Bank of Canada 2007 - 2010
HSBC 2005 - 2007
ATB Financial 2001 - 2005
Canadian Western Bank 2000 - 2001
Royal Bank of Canada 1998 - 2000
Bank of Montreal 1981 - 1998
Skills
Banking, Budget Forecasts, Business Development, Business Relationship..., Cash Management, Commercial Banking, Commercial Real Estate, Consumer Lending, Corporate Finance, Credit, Credit Risk, Deposits, Entrepreneurship, Financial Analysis, Loans, Managerial Finance, Market Intelligence, New Business Development, P&L Budget Management, Project Management, Portfolio Management, Retail Banking, Relationship Management, Risk Management, Special Collections, Strategic Negotiations, Team Building
Education
Canadian Professional Sales Association
Current
Cohen Brown Sales Management Program
Certificate
Dalhousie University
Bachelor of Commerce, Accounting and Finance
The Institute of Canadian Bankers
Fellowship
Business Development Bank of Canada 2007 - 2010
HSBC 2005 - 2007
ATB Financial 2001 - 2005
Canadian Western Bank 2000 - 2001
Royal Bank of Canada 1998 - 2000
Bank of Montreal 1981 - 1998
Skills
Banking, Budget Forecasts, Business Development, Business Relationship..., Cash Management, Commercial Banking, Commercial Real Estate, Consumer Lending, Corporate Finance, Credit, Credit Risk, Deposits, Entrepreneurship, Financial Analysis, Loans, Managerial Finance, Market Intelligence, New Business Development, P&L Budget Management, Project Management, Portfolio Management, Retail Banking, Relationship Management, Risk Management, Special Collections, Strategic Negotiations, Team Building
Education
Canadian Professional Sales Association
Current
Cohen Brown Sales Management Program
Certificate
Dalhousie University
Bachelor of Commerce, Accounting and Finance
The Institute of Canadian Bankers
Fellowship
David Hooper's Bank of Montreal Experience January 1995 - May 2001
Job Vice President, Strategy & Innovation
Industry Financial Services
Experience
Everlink Payment Services September 2010 - Present
Visa Inc. July 2008 - August 2010
Moneris Solutions March 2003 - July 2008
Moneris Solutions Corporation January 2001 - March 2003
Bank of Montreal January 1995 - May 2001
McMaster Alumni Association February 1993 - October 1994
Skills
Payments, Payment Systems, Debit Cards, Credit Cards, Strategic Partnerships, Strategy, Management, Credit Unions, Mobile Payments, Product Management, Acquiring, Payment Card Processing, Business Development, Project Management, Cards, Electronic Payments, Instant Card Issuance, Mobile Devices, Banking, Financial Services, Leadership, Executive Management, Merchant Services, Payment Industry, ATM networks, POS, EMV, Business Analysis, NFC, Vendor Management, Payment Gateways, Program Management, Transaction Processing, Mobile Commerce, Business Requirements, Project Planning, Product Development, Interac Flash, Code Of Conduct, Interac Payments, Prepaid Interac, Mobile Card Lock, IT Strategy, Relationship Management, Strategic Planning
Education
Dalhousie University 2000 — 2005
MBA
Institute Of Canadian Bankers 1995 — 1999
FICB - Fellow, Institute Of Canadian Bankers
McMaster University 1986 — 1990
BA
Regina Mundi College 1982 — 1986
Everlink Payment Services September 2010 - Present
Visa Inc. July 2008 - August 2010
Moneris Solutions March 2003 - July 2008
Moneris Solutions Corporation January 2001 - March 2003
Bank of Montreal January 1995 - May 2001
McMaster Alumni Association February 1993 - October 1994
Skills
Payments, Payment Systems, Debit Cards, Credit Cards, Strategic Partnerships, Strategy, Management, Credit Unions, Mobile Payments, Product Management, Acquiring, Payment Card Processing, Business Development, Project Management, Cards, Electronic Payments, Instant Card Issuance, Mobile Devices, Banking, Financial Services, Leadership, Executive Management, Merchant Services, Payment Industry, ATM networks, POS, EMV, Business Analysis, NFC, Vendor Management, Payment Gateways, Program Management, Transaction Processing, Mobile Commerce, Business Requirements, Project Planning, Product Development, Interac Flash, Code Of Conduct, Interac Payments, Prepaid Interac, Mobile Card Lock, IT Strategy, Relationship Management, Strategic Planning
Education
Dalhousie University 2000 — 2005
MBA
Institute Of Canadian Bankers 1995 — 1999
FICB - Fellow, Institute Of Canadian Bankers
McMaster University 1986 — 1990
BA
Regina Mundi College 1982 — 1986
Jason Tenter Jason Tenter's Bank of Montreal Experience May 2011 - Present
Job Senior Analyst, Information Management at Bank of Montreal
Industry Libraries
Experience
Bank of Montreal May 2011 - Present
Small Change Fund September 2010 - November 2011
Dalhousie University October 2008 - January 2010
Dalhousie Gazette October 2008 - April 2009
Shambhala Archives May 2008 - April 2009
Bank of Montreal January 2007 - August 2007
Mortgage Marcus May 2006 - January 2007
Public Outreach Fundraising April 2004 - October 2005
Skills
Metadata, Collection Development, Information Management, Data Analysis, Research, Databases, Management, ETL
Education
Dalhousie University 2007 — 2009
MLIS, Library and Information Studies
York University 2000 — 2004
HBA, Cultural Studies
Bank of Montreal May 2011 - Present
Small Change Fund September 2010 - November 2011
Dalhousie University October 2008 - January 2010
Dalhousie Gazette October 2008 - April 2009
Shambhala Archives May 2008 - April 2009
Bank of Montreal January 2007 - August 2007
Mortgage Marcus May 2006 - January 2007
Public Outreach Fundraising April 2004 - October 2005
Skills
Metadata, Collection Development, Information Management, Data Analysis, Research, Databases, Management, ETL
Education
Dalhousie University 2007 — 2009
MLIS, Library and Information Studies
York University 2000 — 2004
HBA, Cultural Studies
Paul Agoston Paul Agoston's Bank of Montreal Experience 1997 - 1998
Job Business Administration
Industry Executive Office
Experience
Transcription for Everyone 2013 - 2014
HonestReporting Canada 2008 - 2011
Montreal Jewish Experience 2006 - 2007
6@8 Network 2002 - 2005
Canada Economic Development 2003 - 2004
Federated Press 2002 - 2003
Canadian Imperial Bank of Commerce 2001 - 2001
Primerica 1999 - 2000
Bank of Montreal 1997 - 1998
Bell Canada 1997 - 1997
Skills
Marketing, Entrepreneurship, Leadership, Public Speaking, French, Analysis, Social Networking, Management, Social Media, Fundraising, Organization, Research, Event Planning, Public Relations, Online Advertising, Project Planning, Teamwork, Social Media Marketing, Event Management, English, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Strategic Communications, Training, Communications, Planning, System Administration, Networking, Sales, International Relations, Team Leadership, Business Strategy, Online Marketing, Marketing Research, Customer Service, Administration
Education
Aish HaTorah 2005 — 2006
Jewish Studies
McGill University 1995 — 1998
Bachelor, Business Administration
Dawson College 1993 — 1995
Diploma of Collegial Studies, Social Sciences
Transcription for Everyone 2013 - 2014
HonestReporting Canada 2008 - 2011
Montreal Jewish Experience 2006 - 2007
6@8 Network 2002 - 2005
Canada Economic Development 2003 - 2004
Federated Press 2002 - 2003
Canadian Imperial Bank of Commerce 2001 - 2001
Primerica 1999 - 2000
Bank of Montreal 1997 - 1998
Bell Canada 1997 - 1997
Skills
Marketing, Entrepreneurship, Leadership, Public Speaking, French, Analysis, Social Networking, Management, Social Media, Fundraising, Organization, Research, Event Planning, Public Relations, Online Advertising, Project Planning, Teamwork, Social Media Marketing, Event Management, English, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Strategic Communications, Training, Communications, Planning, System Administration, Networking, Sales, International Relations, Team Leadership, Business Strategy, Online Marketing, Marketing Research, Customer Service, Administration
Education
Aish HaTorah 2005 — 2006
Jewish Studies
McGill University 1995 — 1998
Bachelor, Business Administration
Dawson College 1993 — 1995
Diploma of Collegial Studies, Social Sciences
Nadia Viviani's Bank of Montreal Experience May 2006 - December 2006
Job at
Industry Financial Services
Experience
Third Party Residential Underwriting - FNFLP TD May 2015 - Present
First National Financial LP August 2012 - Present
HSBC Financial September 2010 - July 2012
HSBC Mortgage Services March 2008 - August 2010
HSBC Financial March 2008 - August 2010
HSBC Financial January 2007 - March 2008
Bank of Montreal May 2006 - December 2006
Skills
Organizational..., Internal Communications, Training & Development, Mortgage Lending, Credit, Loans, Investments, Management, Training, Policy, Change Management, Internal Controls, Financial Services, Process Improvement, Interviews, Performance Management, Employee Engagement, Budgets, Employee Training, Banking
Education
Concordia University 2004 — 2008
Bachelor's degree, Economics
Dawson College 2000 — 2003
D.E.C, Commerce
Pearson High School 1997 — 2000
Lester B Pearson, GED
Third Party Residential Underwriting - FNFLP TD May 2015 - Present
First National Financial LP August 2012 - Present
HSBC Financial September 2010 - July 2012
HSBC Mortgage Services March 2008 - August 2010
HSBC Financial March 2008 - August 2010
HSBC Financial January 2007 - March 2008
Bank of Montreal May 2006 - December 2006
Skills
Organizational..., Internal Communications, Training & Development, Mortgage Lending, Credit, Loans, Investments, Management, Training, Policy, Change Management, Internal Controls, Financial Services, Process Improvement, Interviews, Performance Management, Employee Engagement, Budgets, Employee Training, Banking
Education
Concordia University 2004 — 2008
Bachelor's degree, Economics
Dawson College 2000 — 2003
D.E.C, Commerce
Pearson High School 1997 — 2000
Lester B Pearson, GED
Howard Tai Howard Tai's Bank of Montreal Experience 1993 - 1995
Job Senior Analyst at Aite Group
Industry Investment Management
Experience
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Tony Iannetti, B.Comm, CIM, FICB, PFP Tony Iannetti, B.Comm, CIM, FICB, PFP's Bank of Montreal Experience January 1996 - January 2003
Job Realtor at Century 21 In Town Realty
Industry Financial Services
Experience
Century 21 In Town Realty May 2015 - Present
DLC Mortgage Matchers January 2009 - Present
Global Mortgage Corp. December 2006 - January 2009
TD Bank Group April 2003 - December 2006
Bank of Montreal January 1996 - January 2003
CIBC September 1991 - 1996
Skills
Commerical lending, Professional Services, Investment expertise, Investors, Residential Homes, Debt Consolidation, Finance, Investment Properties, First Time Home Buyers, Financial Advisory, Refinance, Credit, Real Estate Economics, Commercial Lending, Portfolio Management, Loans, Investments, Mortgage Brokers, Commercial Mortgages, Mortgage Lending, Referrals, Small Business, Certified Mortgage..., Real Estate, REO, Strategic Financial..., Real Estate Transactions, Sales Management, Foreclosures, Business Development, Residential Mortgages, Financial Analysis, Consumer Lending, Loan Origination, Lines Of Credit, Condos, Reverse Mortgages, Retirement Planning, Wealth Management, Credit Analysis, Construction Loans, Home Equity Lines of..., Small Business Lending, New Business Development, Investment Strategies, Mergers & Acquisitions, Real Estate Financing, Selling, Management, Estate Planning
Education
Saint Mary's University 1986 — 1991
Bachelor of Commerce, Accounting Major
Dalhousie University
Master of Business Administration (MBA courses), Financial Institutions
Century 21 In Town Realty May 2015 - Present
DLC Mortgage Matchers January 2009 - Present
Global Mortgage Corp. December 2006 - January 2009
TD Bank Group April 2003 - December 2006
Bank of Montreal January 1996 - January 2003
CIBC September 1991 - 1996
Skills
Commerical lending, Professional Services, Investment expertise, Investors, Residential Homes, Debt Consolidation, Finance, Investment Properties, First Time Home Buyers, Financial Advisory, Refinance, Credit, Real Estate Economics, Commercial Lending, Portfolio Management, Loans, Investments, Mortgage Brokers, Commercial Mortgages, Mortgage Lending, Referrals, Small Business, Certified Mortgage..., Real Estate, REO, Strategic Financial..., Real Estate Transactions, Sales Management, Foreclosures, Business Development, Residential Mortgages, Financial Analysis, Consumer Lending, Loan Origination, Lines Of Credit, Condos, Reverse Mortgages, Retirement Planning, Wealth Management, Credit Analysis, Construction Loans, Home Equity Lines of..., Small Business Lending, New Business Development, Investment Strategies, Mergers & Acquisitions, Real Estate Financing, Selling, Management, Estate Planning
Education
Saint Mary's University 1986 — 1991
Bachelor of Commerce, Accounting Major
Dalhousie University
Master of Business Administration (MBA courses), Financial Institutions
Jesse Blackmore's Bank of Montreal Experience February 2012 - April 2012
Job Executive Assistant Office Manager at Davies Hall Remax
Industry Banking
Experience
Remax Real Estate (Central) - Davies Hall January 2015 - Present
Casa de Davidson October 2009 - January 2015
Bank of Montreal February 2012 - April 2012
Royal Bank April 2008 - April 2011
Skills
Banking, Customer Relations, Management, Customer Service, Microsoft Office, Team Leadership, Business Analysis
Education
Dalhousie University 1994 — 1999
Remax Real Estate (Central) - Davies Hall January 2015 - Present
Casa de Davidson October 2009 - January 2015
Bank of Montreal February 2012 - April 2012
Royal Bank April 2008 - April 2011
Skills
Banking, Customer Relations, Management, Customer Service, Microsoft Office, Team Leadership, Business Analysis
Education
Dalhousie University 1994 — 1999
Jonathan Zouzout Jonathan Zouzout's Bank of Montreal Experience February 2006 - January 2009
Job Business Development Manager at SAFEBRIDGE Financial Group
Industry Banking
Experience
SAFEBRIDGE Financial Group March 2015 - Present
TD October 2012 - February 2015
TD Bank Group June 2011 - October 2012
Scotiabank March 2009 - June 2011
Bank of Montreal February 2006 - January 2009
Rogers Communications April 2002 - January 2006
Skills
Sales, Management, Mortgage Lending, Loans, Credit Analysis, Financial Analysis, Sales Management, Financial Services, Banking, Crédit, Investissements, Finance, Gestion de portefeuille, Service client, Emprunt immobilier..., Négociations, Refinancement, Planification..., Investissement..., Investments, Credit
Education
College Français
High school diploma
Dawson College
Associate's Degree, Social Science/Business
SAFEBRIDGE Financial Group March 2015 - Present
TD October 2012 - February 2015
TD Bank Group June 2011 - October 2012
Scotiabank March 2009 - June 2011
Bank of Montreal February 2006 - January 2009
Rogers Communications April 2002 - January 2006
Skills
Sales, Management, Mortgage Lending, Loans, Credit Analysis, Financial Analysis, Sales Management, Financial Services, Banking, Crédit, Investissements, Finance, Gestion de portefeuille, Service client, Emprunt immobilier..., Négociations, Refinancement, Planification..., Investissement..., Investments, Credit
Education
College Français
High school diploma
Dawson College
Associate's Degree, Social Science/Business
Nancy Fijan, MBA's Bank of Montreal Experience 2009 - 2011
Job Human Resources Lead Digital Transformation at Aviva
Industry Human Resources
Experience
Aviva November 2014 - Present
Aviva plc 2013 - 2014
Aviva plc 2011 - 2013
Bank of Montreal 2009 - 2011
Bank of Montreal 2008 - 2009
Bank of Montreal 2007 - 2008
Bank of Montreal 2003 - 2007
Skills
Change Management, Project Planning, Employee Engagement, Performance Management, Coaching, Organizational Design, Business Analysis, Business Strategy, Process Improvement, Stakeholder Engagement, Strategy, Leadership, Management, Program Management, Financial Services, Banking, Human Resources, Integration, Stakeholder Management, Project Management, Succession Planning, Business Process..., Cross-functional Team..., Management Consulting, Business Transformation, Governance, Executive Management, Outsourcing, Risk Management, Project Portfolio..., PMO, Business Process, Organizational..., Project Delivery, Budgets, IT Strategy, Relationship Management, Forecasting
Education
Dalhousie University 2008 — 2013
Master of Business Administration (MBA)
University of Toronto 1987 — 1991
Bachelor of Arts, History Major and English Major
Dale Carnegie Course 1998 — 1999
Canadian Securities Institute/Institute of Canadian Bankers 2008 — 2013
Fellow of the Institute of Canadian Bankers, Professional Banking Program
Aviva November 2014 - Present
Aviva plc 2013 - 2014
Aviva plc 2011 - 2013
Bank of Montreal 2009 - 2011
Bank of Montreal 2008 - 2009
Bank of Montreal 2007 - 2008
Bank of Montreal 2003 - 2007
Skills
Change Management, Project Planning, Employee Engagement, Performance Management, Coaching, Organizational Design, Business Analysis, Business Strategy, Process Improvement, Stakeholder Engagement, Strategy, Leadership, Management, Program Management, Financial Services, Banking, Human Resources, Integration, Stakeholder Management, Project Management, Succession Planning, Business Process..., Cross-functional Team..., Management Consulting, Business Transformation, Governance, Executive Management, Outsourcing, Risk Management, Project Portfolio..., PMO, Business Process, Organizational..., Project Delivery, Budgets, IT Strategy, Relationship Management, Forecasting
Education
Dalhousie University 2008 — 2013
Master of Business Administration (MBA)
University of Toronto 1987 — 1991
Bachelor of Arts, History Major and English Major
Dale Carnegie Course 1998 — 1999
Canadian Securities Institute/Institute of Canadian Bankers 2008 — 2013
Fellow of the Institute of Canadian Bankers, Professional Banking Program
Charles Finlay's Bank of Montreal Experience January 2011 - November 2014
Job Director of Policy at Ontario Ministry of Economic Development, Employment and Infrastructure
Industry Public Policy
Experience
Ontario Ministry of Economic Development, Employment and Infrastructure November 2014 - Present
Bank of Montreal January 2011 - November 2014
Torys LLP September 2006 - January 2011
The Globe and Mail January 2005 - January 2006
Canadian Business Magazine 2002 - 2003
Forrester Research 2000 - 2001
Skills
Litigation, Banking Law, Board Governance, Non-profits, Restorative Justice, Non-profit Volunteer, Securities Regulation, Legal Research, Dispute Resolution, Corporate Law, Corporate Finance, Civil Litigation, Venture Capital, Employment Law, Securities, Administrative Law, Legal Advice, Commercial Litigation, Mediation, Due Diligence, Restructuring, Politics, Privacy Law, Legal Writing, Private Equity, Public Policy, Legal Assistance, Joint Ventures, Alternative Dispute...
Education
Dalhousie University
LL.B., Law
University College London, U. of London
M.A. (with Distinction)
Queen's University
B.A. (Hons.)
St. Paul's School
High School Diploma
Ontario Ministry of Economic Development, Employment and Infrastructure November 2014 - Present
Bank of Montreal January 2011 - November 2014
Torys LLP September 2006 - January 2011
The Globe and Mail January 2005 - January 2006
Canadian Business Magazine 2002 - 2003
Forrester Research 2000 - 2001
Skills
Litigation, Banking Law, Board Governance, Non-profits, Restorative Justice, Non-profit Volunteer, Securities Regulation, Legal Research, Dispute Resolution, Corporate Law, Corporate Finance, Civil Litigation, Venture Capital, Employment Law, Securities, Administrative Law, Legal Advice, Commercial Litigation, Mediation, Due Diligence, Restructuring, Politics, Privacy Law, Legal Writing, Private Equity, Public Policy, Legal Assistance, Joint Ventures, Alternative Dispute...
Education
Dalhousie University
LL.B., Law
University College London, U. of London
M.A. (with Distinction)
Queen's University
B.A. (Hons.)
St. Paul's School
High School Diploma
Ann Marie MacDougall Ann Marie MacDougall's Bank of Montreal Experience September 1988 - 1998
Job President at LeaderBoom Inc., Integrated Leadership Consulting, Development and Coaching
Industry Education Management
Experience
LeaderBoom Inc October 2012 - Present
& Researcher (Latin America/Canada Knowledge Economies) January 2012 - October 2012
RBC Royal Bank 1998 - 2011
Bank of Montreal September 1988 - 1998
Skills
Change Management, Leadership, Strategy, Banking, Business Strategy, Strategic Planning, Relationship Management, Program Management, Human Resources, Sales Management, Executive Management, Leadership Development, Start-ups, Cultural Awareness, Training, Finance, Mergers & Acquisitions, Consulting, Entrepreneurship, Analysis, Cross-functional Team..., Team Leadership, Investments, CRM, Management Consulting, International Business, Business Process..., Business Planning, Business Analysis, Management, Financial Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Integration, New Business Development, Market Research, Strategic Partnerships, Portfolio Management, Corporate Development, Financial Modeling, Financial Services, Venture Capital, Due Diligence, Strategic Consulting, Valuation, Restructuring, Public Speaking, Strategic Communications, Cross Functional Team...
Education
St. Gallen University, Switzerland 2009 — 2011
EMBA, Global and Executive MBA
University of Toronto - Rotman School of Management 2009 — 2011
global eMBA, International Business
Budapesti Corvinus Egyetem 2010 — 2010
Marketing/Marketing Management, General
Fudan University 2010 — 2010
Finance, General
Indian School of Business 2010 — 2010
Global Strategy
Insper Instituto de Ensino e Pesquisa 2009 — 2009
Logistics, Materials, and Supply Chain Management
Harvard Law School 2007 — 2007
Program on Negotiation for Senior Executives
York University - Osgoode Hall Law School 2007 — 2007
Dispute Resolution Certification
University of Toronto - University College 2006 — 2007
Strategic Leadership Certification
St. Francis Xavier University 1984 — 1988
LeaderBoom Inc October 2012 - Present
& Researcher (Latin America/Canada Knowledge Economies) January 2012 - October 2012
RBC Royal Bank 1998 - 2011
Bank of Montreal September 1988 - 1998
Skills
Change Management, Leadership, Strategy, Banking, Business Strategy, Strategic Planning, Relationship Management, Program Management, Human Resources, Sales Management, Executive Management, Leadership Development, Start-ups, Cultural Awareness, Training, Finance, Mergers & Acquisitions, Consulting, Entrepreneurship, Analysis, Cross-functional Team..., Team Leadership, Investments, CRM, Management Consulting, International Business, Business Process..., Business Planning, Business Analysis, Management, Financial Analysis, Competitive Analysis, Corporate Finance, Strategic Financial..., Integration, New Business Development, Market Research, Strategic Partnerships, Portfolio Management, Corporate Development, Financial Modeling, Financial Services, Venture Capital, Due Diligence, Strategic Consulting, Valuation, Restructuring, Public Speaking, Strategic Communications, Cross Functional Team...
Education
St. Gallen University, Switzerland 2009 — 2011
EMBA, Global and Executive MBA
University of Toronto - Rotman School of Management 2009 — 2011
global eMBA, International Business
Budapesti Corvinus Egyetem 2010 — 2010
Marketing/Marketing Management, General
Fudan University 2010 — 2010
Finance, General
Indian School of Business 2010 — 2010
Global Strategy
Insper Instituto de Ensino e Pesquisa 2009 — 2009
Logistics, Materials, and Supply Chain Management
Harvard Law School 2007 — 2007
Program on Negotiation for Senior Executives
York University - Osgoode Hall Law School 2007 — 2007
Dispute Resolution Certification
University of Toronto - University College 2006 — 2007
Strategic Leadership Certification
St. Francis Xavier University 1984 — 1988
Joshua Gracia's Bank of Montreal Experience October 2011 - Present
Job Assistant Vice President, Healthcare Sponsor Finance Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal October 2011 - Present
PricewaterhouseCoopers August 2010 - October 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Statements, Financial Modeling, Valuation, Corporate Finance, Financial Reporting, Bloomberg, US GAAP, Leveraged Finance, Leveraged Lending, Healthcare
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
MS, Accounting
Stonehill College 2004 — 2008
BS, Accounting
Bank of Montreal October 2011 - Present
PricewaterhouseCoopers August 2010 - October 2011
PricewaterhouseCoopers September 2008 - July 2010
Skills
Private Equity, Due Diligence, Financial Analysis, Financial Statements, Financial Modeling, Valuation, Corporate Finance, Financial Reporting, Bloomberg, US GAAP, Leveraged Finance, Leveraged Lending, Healthcare
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2009
MS, Accounting
Stonehill College 2004 — 2008
BS, Accounting
Pushpinder Bhatia-B.Eng, MBA's Bank of Montreal Experience January 2013 - Present
Job Head of QA CoE at BMO
Industry Financial Services
Experience
Bank of Montreal January 2013 - Present
Tata Consultancy Services January 2012 - January 2013
Tata Consultancy Services May 2008 - December 2011
Tata Consultancy Services May 2006 - May 2008
TATA Consultancy Services March 2004 - April 2006
Tata Consultancy Services December 2002 - February 2004
Tata Consultancy Services January 1996 - November 2002
Skills
IT Program/Project..., IT Governance &..., Vendor Management, Quality Assurance, Program Management, Outsourcing, IT Strategy, IT Governance, Business Analysis, ITIL, Customer Relations, People Management, Business Management, Software Development, Software Project..., Contract Management, Change Management, Team Management, Account Management, ERP, IT Service Management, Project Management, IT Risk Management, Process Improvement, Global Delivery, Telecommunications, Business Development, Business Transformation, Management, Consulting, PMO, Business Intelligence, Testing, SDLC, PMP, Business Process, Pre-sales, Requirements Analysis, Business Process..., Project Portfolio..., Solution Architecture
Education
University of Toronto - Rotman School of Management 2010 — 2011
Executive MBA, Leadership
Delhi College of Engineering 1991 — 1995
Bachelor of Engineering, Industrial & Production Engineering
Apeejay School,Panchsheel Park,Delhi 1978 — 1991
Bank of Montreal January 2013 - Present
Tata Consultancy Services January 2012 - January 2013
Tata Consultancy Services May 2008 - December 2011
Tata Consultancy Services May 2006 - May 2008
TATA Consultancy Services March 2004 - April 2006
Tata Consultancy Services December 2002 - February 2004
Tata Consultancy Services January 1996 - November 2002
Skills
IT Program/Project..., IT Governance &..., Vendor Management, Quality Assurance, Program Management, Outsourcing, IT Strategy, IT Governance, Business Analysis, ITIL, Customer Relations, People Management, Business Management, Software Development, Software Project..., Contract Management, Change Management, Team Management, Account Management, ERP, IT Service Management, Project Management, IT Risk Management, Process Improvement, Global Delivery, Telecommunications, Business Development, Business Transformation, Management, Consulting, PMO, Business Intelligence, Testing, SDLC, PMP, Business Process, Pre-sales, Requirements Analysis, Business Process..., Project Portfolio..., Solution Architecture
Education
University of Toronto - Rotman School of Management 2010 — 2011
Executive MBA, Leadership
Delhi College of Engineering 1991 — 1995
Bachelor of Engineering, Industrial & Production Engineering
Apeejay School,Panchsheel Park,Delhi 1978 — 1991
Jiayang Xu Jiayang Xu's Bank of Montreal Experience September 2010 - September 2012
Job Manager, Commercial Mortgage Backed Securities Data Information
Industry Information Technology and Services
Experience
RBC February 2014 - Present
BMO September 2012 - February 2014
Bank of Montreal September 2010 - September 2012
Hewlett Packard March 2010 - September 2010
Zean Century Stone Ltd January 2010 - September 2010
Talentlogix Consultant Inc May 2009 - November 2009
Dalhousie University January 2009 - May 2009
Service Nova Scotia and Municipal Relations (SNSMR) January 2009 - April 2009
Saint Mary's University January 2007 - May 2008
Power Server Company January 2007 - December 2007
Education
Dalhousie University 2008 — 2010
Master of Electronic Commerce
Saint Mary's University 2005 — 2008
Bachelor of Science
Nanjing University of Technology 2003 — 2005
RBC February 2014 - Present
BMO September 2012 - February 2014
Bank of Montreal September 2010 - September 2012
Hewlett Packard March 2010 - September 2010
Zean Century Stone Ltd January 2010 - September 2010
Talentlogix Consultant Inc May 2009 - November 2009
Dalhousie University January 2009 - May 2009
Service Nova Scotia and Municipal Relations (SNSMR) January 2009 - April 2009
Saint Mary's University January 2007 - May 2008
Power Server Company January 2007 - December 2007
Education
Dalhousie University 2008 — 2010
Master of Electronic Commerce
Saint Mary's University 2005 — 2008
Bachelor of Science
Nanjing University of Technology 2003 — 2005
Sheryl King MBA, CA, FICB Sheryl King MBA, CA, FICB's Bank of Montreal Experience September 1994 - Present
Job MD Financial Performance Management P&C Canada at Bank Of Montreal
Industry Banking
Experience
Bank Of Montreal September 1994 - Present
Bank of Montreal September 1998 - Present
Agricorp September 2013 - Present
Bank of Montreal September 1998 - Present
ING South Africa May 1994 - May 1998
Skills
Capital Markets, Investments, Financial Reporting, Banking, Finance, Credit Risk, Credit, Portfolio Management, Financial Services, Financial Risk, Management, Corporate Finance, Credit Analysis, Commercial Banking, Investment Banking, Derivatives, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of South Africa/Universiteit van Suid-Afrika
Chartered Accountant, Advanced Program in Treasury Management
Dalhousie University
MBA, MBA
St Mary's DSG
University of SA
B. Compt Acc, Chartered Accountant
Bank Of Montreal September 1994 - Present
Bank of Montreal September 1998 - Present
Agricorp September 2013 - Present
Bank of Montreal September 1998 - Present
ING South Africa May 1994 - May 1998
Skills
Capital Markets, Investments, Financial Reporting, Banking, Finance, Credit Risk, Credit, Portfolio Management, Financial Services, Financial Risk, Management, Corporate Finance, Credit Analysis, Commercial Banking, Investment Banking, Derivatives, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of South Africa/Universiteit van Suid-Afrika
Chartered Accountant, Advanced Program in Treasury Management
Dalhousie University
MBA, MBA
St Mary's DSG
University of SA
B. Compt Acc, Chartered Accountant
James McQueen Anderson's Bank of Montreal Experience 1995 - 2002
Job Consultant at Retail Network Solutions
Industry Real Estate
Experience
Retail Network Solutions August 2011 - Present
City of Calgary October 2010 - July 2011
Retail Network Solutions January 2008 - September 2010
Genesis Land Development Corporation 2006 - 2008
Bank of Montreal 1995 - 2002
Stewart Green Properties Ltd January 1989 - January 1995
Princeton Developments Ltd January 1984 - January 1989
Education
Dalhousie University 1997 — 2001
Master of Business Administration (MBA), Financial Services
Retail Network Solutions August 2011 - Present
City of Calgary October 2010 - July 2011
Retail Network Solutions January 2008 - September 2010
Genesis Land Development Corporation 2006 - 2008
Bank of Montreal 1995 - 2002
Stewart Green Properties Ltd January 1989 - January 1995
Princeton Developments Ltd January 1984 - January 1989
Education
Dalhousie University 1997 — 2001
Master of Business Administration (MBA), Financial Services
Judy Thomson, MBA, FICB Judy Thomson, MBA, FICB's Bank of Montreal Experience January 1987 - January 1989
Job Financial Services Professional
Industry Financial Services
Experience
Extensive Global Travel 2009 - 2011
BMO Retail Investments January 2007 - March 2009
BMO Mutual Funds, Private Client Group January 2000 - January 2009
Ontario Division, BMO January 1998 - January 2000
BMO Personal & Commercial Banking January 1995 - January 1998
Electronic Banking Solutions January 1993 - January 1995
Bank of Montreal, Spring Garden Rd Halifax, N.S. January 1991 - January 1993
Cole Harbor Branch January 1989 - January 1992
Bank of Montreal January 1987 - January 1989
Skills
Banking, Mutual Funds, Investments, Wealth Management, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Portfolio Management, Management, Sales, Business Planning, Sales Management, Leadership, Asset Managment, Loans, Training, Product Management, Retail Banking, Coaching, Account Management, Asset Management, Financial Planning
Education
Dalhousie University 1997 — 1999
MBA, Business
Dalhousie University
MBA
Extensive Global Travel 2009 - 2011
BMO Retail Investments January 2007 - March 2009
BMO Mutual Funds, Private Client Group January 2000 - January 2009
Ontario Division, BMO January 1998 - January 2000
BMO Personal & Commercial Banking January 1995 - January 1998
Electronic Banking Solutions January 1993 - January 1995
Bank of Montreal, Spring Garden Rd Halifax, N.S. January 1991 - January 1993
Cole Harbor Branch January 1989 - January 1992
Bank of Montreal January 1987 - January 1989
Skills
Banking, Mutual Funds, Investments, Wealth Management, Strategy, Strategic Financial..., Strategic Planning, Financial Services, Portfolio Management, Management, Sales, Business Planning, Sales Management, Leadership, Asset Managment, Loans, Training, Product Management, Retail Banking, Coaching, Account Management, Asset Management, Financial Planning
Education
Dalhousie University 1997 — 1999
MBA, Business
Dalhousie University
MBA
Dan Cooper Dy Dan Cooper Dy's Bank of Montreal Experience June 2010 - October 2012
Job CRM/Siebel
Industry Information Technology and Services
Experience
Ministry of Community and Social Services December 2014 - Present
BMO Financial Group March 2014 - October 2014
eBay Inc November 2012 - February 2014
Bank of Montreal June 2010 - October 2012
Deloitte Canada February 2010 - June 2010
Accenture 2009 - 2010
MTSI, Inc. 2007 - 2008
British Telecom Global Service / Infonet January 2006 - April 2007
Vodafone February 2004 - November 2004
IBM 2002 - 2004
Skills
Siebel, EAI, Requirements Analysis, Enterprise Architecture, Release Management, Informatica, Business Analysis, Oracle, Requirements Gathering, BI Publisher, Integration, CRM, Data Warehousing, EIM, ETL, Solution Architecture, Data Modeling, Quality Assurance, SDLC, Business Intelligence, OBIEE, SOA, Data Migration
Education
De La Salle University 1994 — 1998
Bachelor of Science in Business Administration, Computer Applications
Ministry of Community and Social Services December 2014 - Present
BMO Financial Group March 2014 - October 2014
eBay Inc November 2012 - February 2014
Bank of Montreal June 2010 - October 2012
Deloitte Canada February 2010 - June 2010
Accenture 2009 - 2010
MTSI, Inc. 2007 - 2008
British Telecom Global Service / Infonet January 2006 - April 2007
Vodafone February 2004 - November 2004
IBM 2002 - 2004
Skills
Siebel, EAI, Requirements Analysis, Enterprise Architecture, Release Management, Informatica, Business Analysis, Oracle, Requirements Gathering, BI Publisher, Integration, CRM, Data Warehousing, EIM, ETL, Solution Architecture, Data Modeling, Quality Assurance, SDLC, Business Intelligence, OBIEE, SOA, Data Migration
Education
De La Salle University 1994 — 1998
Bachelor of Science in Business Administration, Computer Applications
Dan Ramsden Dan Ramsden's Bank of Montreal Experience April 1990 - December 1994
Job Banking, strategy, investment in the digital economy
Industry Financial Services
Experience
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Paul Dhillon Paul Dhillon's Bank of Montreal Experience October 2008 - September 2009
Job Graphic Designer at BT/A Creates
Industry Marketing and Advertising
Experience
BT/A Creates September 2012 - Present
Grip Limited September 2009 - September 2012
Penny Arcade Design October 2008 - September 2009
Bank of Montreal October 2008 - September 2009
MacLaren McCann Canada July 2008 - October 2008
Atlantic Business Consultants May 2007 - May 2008
Skills
Direct Marketing, Direct Mail, Integrated Marketing, Advertising, Marketing, Graphic Design
Education
George Brown College 2007 — 2008
Digital Design Certificate, Graphic Design
Dalhousie University 2005 — 2007
MBA, Marketing
Sheridan College 2004 — 2005
Film and TV production
Dalhousie University 2002 — 2004
B.A., English
BT/A Creates September 2012 - Present
Grip Limited September 2009 - September 2012
Penny Arcade Design October 2008 - September 2009
Bank of Montreal October 2008 - September 2009
MacLaren McCann Canada July 2008 - October 2008
Atlantic Business Consultants May 2007 - May 2008
Skills
Direct Marketing, Direct Mail, Integrated Marketing, Advertising, Marketing, Graphic Design
Education
George Brown College 2007 — 2008
Digital Design Certificate, Graphic Design
Dalhousie University 2005 — 2007
MBA, Marketing
Sheridan College 2004 — 2005
Film and TV production
Dalhousie University 2002 — 2004
B.A., English
Michael Chung's Bank of Montreal Experience July 2009 - December 2011
Job Senior Vice President & Market Manager at HSBC Bank USA N.A.
Industry Financial Services
Experience
HSBC Bank USA N.A. October 2014 - Present
HSBC Bank Canada January 2012 - September 2014
Bank of Montreal July 2009 - December 2011
BMO Bank of Montreal July 2007 - July 2009
BMO Bank of Montreal March 2005 - June 2007
BMO Bank of Montreal September 2004 - March 2005
BMO Bank of Montreal February 2004 - August 2004
BMO Bank of Montreal December 2001 - January 2004
Manulife Financial July 1999 - November 2001
Skills
Credit Risk, Corporate Finance, Consumer Lending, Funds Transfer Pricing, Banking, Commercial Banking, Credit, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Risk Management, Financial Services, Financial Modeling, Retail Banking
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
Canadian Securities Institute 2006 — 2009
FCSI, Professional Banking
Queen's University 1995 — 1999
B.Sc., Chemistry
Jarvis Collegiate Institute 1990 — 1995
O.S.S.D.
HSBC Bank USA N.A. October 2014 - Present
HSBC Bank Canada January 2012 - September 2014
Bank of Montreal July 2009 - December 2011
BMO Bank of Montreal July 2007 - July 2009
BMO Bank of Montreal March 2005 - June 2007
BMO Bank of Montreal September 2004 - March 2005
BMO Bank of Montreal February 2004 - August 2004
BMO Bank of Montreal December 2001 - January 2004
Manulife Financial July 1999 - November 2001
Skills
Credit Risk, Corporate Finance, Consumer Lending, Funds Transfer Pricing, Banking, Commercial Banking, Credit, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Risk Management, Financial Services, Financial Modeling, Retail Banking
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
Canadian Securities Institute 2006 — 2009
FCSI, Professional Banking
Queen's University 1995 — 1999
B.Sc., Chemistry
Jarvis Collegiate Institute 1990 — 1995
O.S.S.D.
Dan Dickinson's Bank of Montreal Experience September 2011 - October 2013
Job VP Digital Banking at Equitable Bank
Industry Banking
Experience
Equitable Bank October 2013 - Present
Bank of Montreal September 2011 - October 2013
BMO Bank of Montreal May 2007 - September 2011
BMO Bank of Montreal May 2003 - April 2007
BMO Bank of Montreal April 2001 - May 2003
Delano Technology Corporation July 1999 - April 2001
BMO Bank of Montreal May 1997 - June 1999
Skills
Financial Services, Business Analysis, Retail Banking, Relationship Management, Strategy, Mobile Banking, IT Strategy, Banking, Executive Management, Leadership, Social Media Marketing, Business Development, Product Management, Customer Experience, Business Strategy, Project Planning, Analytics, Management, Vendor Management, CRM, Business Process..., Portfolio Management, Risk Management, Project Portfolio..., Business Process
Education
Dalhousie University 2004 — 2008
MBA
Dalhousie University 1993 — 1997
Bachelor of Commerce, MIS
Equitable Bank October 2013 - Present
Bank of Montreal September 2011 - October 2013
BMO Bank of Montreal May 2007 - September 2011
BMO Bank of Montreal May 2003 - April 2007
BMO Bank of Montreal April 2001 - May 2003
Delano Technology Corporation July 1999 - April 2001
BMO Bank of Montreal May 1997 - June 1999
Skills
Financial Services, Business Analysis, Retail Banking, Relationship Management, Strategy, Mobile Banking, IT Strategy, Banking, Executive Management, Leadership, Social Media Marketing, Business Development, Product Management, Customer Experience, Business Strategy, Project Planning, Analytics, Management, Vendor Management, CRM, Business Process..., Portfolio Management, Risk Management, Project Portfolio..., Business Process
Education
Dalhousie University 2004 — 2008
MBA
Dalhousie University 1993 — 1997
Bachelor of Commerce, MIS
Amelia Aroda's Bank of Montreal Experience April 2008 - Present
Job Technical Specialist at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal April 2008 - Present
Bank of Montreal July 2007 - March 2008
BMO Bank of Montreal October 2004 - 2007
BMO Bank of Montreal August 2003 - October 2004
BMO Bank of Montreal January 2001 - August 2003
BMO Financial Group May 1996 - December 2000
Skills
Management, Financial Services, Business Analysis, Requirements Gathering, Banking, Project Management, Team Leadership, Vendor Management, Relationship Management, Risk Management, Portfolio Management, Project Delivery, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Project Planning, Strategy, Change Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
McMaster University 1992 — 1996
B Eng, Civil Engineering
Bank of Montreal April 2008 - Present
Bank of Montreal July 2007 - March 2008
BMO Bank of Montreal October 2004 - 2007
BMO Bank of Montreal August 2003 - October 2004
BMO Bank of Montreal January 2001 - August 2003
BMO Financial Group May 1996 - December 2000
Skills
Management, Financial Services, Business Analysis, Requirements Gathering, Banking, Project Management, Team Leadership, Vendor Management, Relationship Management, Risk Management, Portfolio Management, Project Delivery, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Project Planning, Strategy, Change Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
McMaster University 1992 — 1996
B Eng, Civil Engineering
Bev Driessen's Bank of Montreal Experience March 2010 - Present
Job Senior Manager, Desktop Technology at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal March 2010 - Present
Bank of Montreal July 2008 - March 2010
BMO Bank of Montreal January 2007 - June 2008
Bank of Montreal November 2005 - May 2007
Bank of Montreal 2003 - 2005
Skills
Retail Banking, Risk Management, Banking, Financial Services, Strategy, Credit Risk, Leadership, Portfolio Management, Project Management, Relationship Management, Coaching, Business Analysis, Business Process..., Vendor Management
Education
Dalhousie University 1996 — 1999
MBA, Financial Services
Laurentian University/Université Laurentienne 1977 — 1981
BSL, Translation
Project Management Institute
PMP, Project Management Professional
Bank of Montreal March 2010 - Present
Bank of Montreal July 2008 - March 2010
BMO Bank of Montreal January 2007 - June 2008
Bank of Montreal November 2005 - May 2007
Bank of Montreal 2003 - 2005
Skills
Retail Banking, Risk Management, Banking, Financial Services, Strategy, Credit Risk, Leadership, Portfolio Management, Project Management, Relationship Management, Coaching, Business Analysis, Business Process..., Vendor Management
Education
Dalhousie University 1996 — 1999
MBA, Financial Services
Laurentian University/Université Laurentienne 1977 — 1981
BSL, Translation
Project Management Institute
PMP, Project Management Professional
Fiona Skelding-Barach's Bank of Montreal Experience 2001 - 2003
Job Director Global Corporate Services at BMO Financial Group
Industry Banking
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group March 2013 - August 2014
BMO Harris Bank March 2012 - March 2013
BMO Financial Corp April 2011 - March 2012
Harris, N.A. February 2008 - March 2011
Harris Bank January 2005 - February 2008
Bank of Montreal 2001 - 2003
Harris N.A. 1995 - 2001
Unisys Canada 1992 - 1995
Skills
Relationship Management, Banking, Integrated Marketing, Risk Management, Management, Product Management, Marketing, Retail Banking, Customer Service, Cash Management, Portfolio Management, Financial Services, Commercial Banking, Treasury Management, Vendor Management, Strategy, Loans
Education
Dalhousie University 1997 — 2001
Master of Business Administration (MBA), Banking and Financial Support Services
BMO Financial Group August 2014 - Present
BMO Financial Group March 2013 - August 2014
BMO Harris Bank March 2012 - March 2013
BMO Financial Corp April 2011 - March 2012
Harris, N.A. February 2008 - March 2011
Harris Bank January 2005 - February 2008
Bank of Montreal 2001 - 2003
Harris N.A. 1995 - 2001
Unisys Canada 1992 - 1995
Skills
Relationship Management, Banking, Integrated Marketing, Risk Management, Management, Product Management, Marketing, Retail Banking, Customer Service, Cash Management, Portfolio Management, Financial Services, Commercial Banking, Treasury Management, Vendor Management, Strategy, Loans
Education
Dalhousie University 1997 — 2001
Master of Business Administration (MBA), Banking and Financial Support Services
Mohit Madan's Bank of Montreal Experience February 2009 - May 2013
Job Senior Technology Officer at BMO Financial
Industry Computer Software
Experience
BMO Financial Group June 2013 - Present
Bank of Montreal February 2009 - May 2013
Aspire Systems - Scholastic Inc (Client) February 2008 - January 2009
TCS September 2004 - February 2008
GE Commercial Finance May 2003 - August 2004
Skills
Requirements Analysis, PL/SQL, Testing, Analysis, Deployment, Business Process, Requirements Gathering, Oracle, Java, System Deployment, Software Project..., Business Analysis, Enterprise Architecture, Management, Integration, Java Enterprise Edition, SQL, Software Documentation, SDLC, JSP
Education
Dayalbagh Educational Institute 1999 — 2003
Mechanical Engineering, Sciences
Sherwood College, Naintal 1991 — 1999
BMO Financial Group June 2013 - Present
Bank of Montreal February 2009 - May 2013
Aspire Systems - Scholastic Inc (Client) February 2008 - January 2009
TCS September 2004 - February 2008
GE Commercial Finance May 2003 - August 2004
Skills
Requirements Analysis, PL/SQL, Testing, Analysis, Deployment, Business Process, Requirements Gathering, Oracle, Java, System Deployment, Software Project..., Business Analysis, Enterprise Architecture, Management, Integration, Java Enterprise Edition, SQL, Software Documentation, SDLC, JSP
Education
Dayalbagh Educational Institute 1999 — 2003
Mechanical Engineering, Sciences
Sherwood College, Naintal 1991 — 1999
Hilary Woods's Bank of Montreal Experience August 2006 - September 2008
Job Senior Manager, Marketing Planning at TDBG
Industry Financial Services
Experience
TDBG July 2011 - Present
TDBG August 2008 - July 2011
Bank of Montreal August 2006 - September 2008
Skills
Credit Cards, Corporate Responsiblity, Diversity Marketing, Environment Marketing, Community Engagement, Development of..., Customer Experience, Customer Acquisition, Account Management, Direct Marketing, Business Case, Analytics, Public Relations, Event Management, Budget, Presentations, Project Management, Product Management, Product Development, Market Research, Managing Distribution..., Leadership, Coaching, Marketing, Building Relationships, Relationship Marketing, Integrated Marketing, Business Development, Brand Management, Customer Insight, Product Marketing, Cross-functional Team..., CRM
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1983 — 1986
BA, English, History
TDBG July 2011 - Present
TDBG August 2008 - July 2011
Bank of Montreal August 2006 - September 2008
Skills
Credit Cards, Corporate Responsiblity, Diversity Marketing, Environment Marketing, Community Engagement, Development of..., Customer Experience, Customer Acquisition, Account Management, Direct Marketing, Business Case, Analytics, Public Relations, Event Management, Budget, Presentations, Project Management, Product Management, Product Development, Market Research, Managing Distribution..., Leadership, Coaching, Marketing, Building Relationships, Relationship Marketing, Integrated Marketing, Business Development, Brand Management, Customer Insight, Product Marketing, Cross-functional Team..., CRM
Education
Dalhousie University 2002 — 2006
MBA, Financial Services
York University 1983 — 1986
BA, English, History
Martha Yordache's Bank of Montreal Experience May 2008 - July 2009
Job Senior Manager, Policy and Governance, Talent Acquisition at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
BMO November 2011 - September 2013
BMO Financial Group November 2010 - February 2012
BMO Financial Group July 2009 - December 2010
Bank of Montreal May 2008 - July 2009
Bank of Montreal June 2007 - May 2008
BMO Financial Group September 2005 - June 2007
BMO Financial Group May 2003 - September 2005
Skills
Employer Branding, Project Management, Strategic Planning, Business Process..., Change Management, Program Management, Management, Onboarding, Relationship Management, Financial Services, Banking, Talent Acquisition, Human Resources, Talent Management, Succession Planning, Leadership, Coaching, Recruiting, Vendor Management, Performance Management, Strategy, Risk Management, Employee Engagement, Governance, Project Planning, CRM, Organizational Design
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
University of Toronto at Scarborough 1986 — 1990
BA, Commerce, Economics
BMO Financial Group September 2013 - Present
BMO November 2011 - September 2013
BMO Financial Group November 2010 - February 2012
BMO Financial Group July 2009 - December 2010
Bank of Montreal May 2008 - July 2009
Bank of Montreal June 2007 - May 2008
BMO Financial Group September 2005 - June 2007
BMO Financial Group May 2003 - September 2005
Skills
Employer Branding, Project Management, Strategic Planning, Business Process..., Change Management, Program Management, Management, Onboarding, Relationship Management, Financial Services, Banking, Talent Acquisition, Human Resources, Talent Management, Succession Planning, Leadership, Coaching, Recruiting, Vendor Management, Performance Management, Strategy, Risk Management, Employee Engagement, Governance, Project Planning, CRM, Organizational Design
Education
Dalhousie University 2000 — 2004
MBA, Financial Services
University of Toronto at Scarborough 1986 — 1990
BA, Commerce, Economics
Eric Welsh's Bank of Montreal Experience July 2011 - Present
Job Director at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal July 2011 - Present
Sungard January 2010 - July 2011
MicroHedge July 2007 - January 2010
Skills
Bloomberg, Hedge Funds, Portfolio Management, Derivatives, Trading Systems, Electronic Trading, Capital Markets, Financial Markets, Trading, Commodity, Equities, Alternative Investments, Options, Financial Services, Equity Derivatives, Financial Modeling, Sales, FX Options, Risk Management, Asset Management, Investment Banking, Fixed Income, Structured Products, Securities, Financial Risk, Equity Trading, Market Data, Valuation, Series 7, Investments
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Finance
Dartmouth College 1990 — 1995
Bank of Montreal July 2011 - Present
Sungard January 2010 - July 2011
MicroHedge July 2007 - January 2010
Skills
Bloomberg, Hedge Funds, Portfolio Management, Derivatives, Trading Systems, Electronic Trading, Capital Markets, Financial Markets, Trading, Commodity, Equities, Alternative Investments, Options, Financial Services, Equity Derivatives, Financial Modeling, Sales, FX Options, Risk Management, Asset Management, Investment Banking, Fixed Income, Structured Products, Securities, Financial Risk, Equity Trading, Market Data, Valuation, Series 7, Investments
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Finance
Dartmouth College 1990 — 1995
Katherine Corbett's Bank of Montreal Experience 1995 - 2001
Job Director of Business Development at Glycemic Index Laboratories
Industry Research
Experience
Glycemic Index Laboratories September 2004 - Present
Hospice King-Aurora April 2005 - April 2008
Bank of Montreal 1995 - 2001
Skills
Strategic Planning, International Relations, Project Management, New Business Development, Marketing, Marketing Strategy, Advertising, Competitive Analysis
Education
Cornell University 1993 — 1995
MBA, Marketing & Finance
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance & Marketing
Queen's University 1986 — 1990
BSc(Honours), Biology
Glycemic Index Laboratories September 2004 - Present
Hospice King-Aurora April 2005 - April 2008
Bank of Montreal 1995 - 2001
Skills
Strategic Planning, International Relations, Project Management, New Business Development, Marketing, Marketing Strategy, Advertising, Competitive Analysis
Education
Cornell University 1993 — 1995
MBA, Marketing & Finance
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance & Marketing
Queen's University 1986 — 1990
BSc(Honours), Biology
Michael D. David's Bank of Montreal Experience September 2010 - Present
Job Application Software Developer at Bank of Montreal
Industry Banking
Experience
Bank of Montreal September 2010 - Present
Torys LLP March 2010 - September 2010
Fastrak Systems May 2008 - March 2010
Combined Insurance June 2007 - November 2009
Torys LLP March 2006 - June 2006
Lascom Incorporated 2005 - 2006
Siemens - Trango Software Canada 2004 - 2005
Skills
C#, VB.NET, Visual Basic, Visual Studio, SQL, SQL Server 2000-2008, SQL Server, T-SQL, .NET, ASP.NET
Education
De La Salle University
(BS) Electronics and Communications Engineering
George Brown College
Financial Planning and Services
Herzing College
Web Development
Bank of Montreal September 2010 - Present
Torys LLP March 2010 - September 2010
Fastrak Systems May 2008 - March 2010
Combined Insurance June 2007 - November 2009
Torys LLP March 2006 - June 2006
Lascom Incorporated 2005 - 2006
Siemens - Trango Software Canada 2004 - 2005
Skills
C#, VB.NET, Visual Basic, Visual Studio, SQL, SQL Server 2000-2008, SQL Server, T-SQL, .NET, ASP.NET
Education
De La Salle University
(BS) Electronics and Communications Engineering
George Brown College
Financial Planning and Services
Herzing College
Web Development
John Shupe's Bank of Montreal Experience 1989 - 1992
Job Index Design/Implementation/IOSCO standards. OverlayFX for Hedged ETFs. ETF Structure Arb strategies.
Industry Financial Services
Experience
Curex Group LLC April 2011 - Present
MDCP Fund LLC September 2005 - Present
Curex Group LLC January 2010 - April 2011
Lava Trading / Citigroup April 2006 - February 2010
RBC Capital Markets January 2003 - September 2005
Royal Bank of Canada 1977 - 2005
RBC Capital Markets February 1996 - January 2003
Bank of Montreal 1989 - 1992
Skills
Trading Systems, FX, Hedge Funds, Proprietary Trading, Risk, FX trading, Commodity, Electronic Trading, Options, Trading, Bloomberg, Trading Strategies, Derivatives, Market Data, Financial Markets, Technical Analysis, Currency, Quantitative Analysis, Foreign Exchange, FX Options, Quantitative Analytics, Risk Management, Financial Risk, Capital Markets, Portfolio Management, Securities, Investments, Equities, Mutual Funds, Equity Trading, Fixed Income, Hedging, Market Making, Bonds, Alternative Investments, Traders, Volatility, Emerging Markets, Structured Products, Quantitative Finance, Swaps, Asset Management, Back Office, ETFs, Low Latency, Prime Brokerage, Investment Banking, Banking, Equity Derivatives, Interest Rate...
Education
Dalhousie University
Accounting
Pace University
Economics
Curex Group LLC April 2011 - Present
MDCP Fund LLC September 2005 - Present
Curex Group LLC January 2010 - April 2011
Lava Trading / Citigroup April 2006 - February 2010
RBC Capital Markets January 2003 - September 2005
Royal Bank of Canada 1977 - 2005
RBC Capital Markets February 1996 - January 2003
Bank of Montreal 1989 - 1992
Skills
Trading Systems, FX, Hedge Funds, Proprietary Trading, Risk, FX trading, Commodity, Electronic Trading, Options, Trading, Bloomberg, Trading Strategies, Derivatives, Market Data, Financial Markets, Technical Analysis, Currency, Quantitative Analysis, Foreign Exchange, FX Options, Quantitative Analytics, Risk Management, Financial Risk, Capital Markets, Portfolio Management, Securities, Investments, Equities, Mutual Funds, Equity Trading, Fixed Income, Hedging, Market Making, Bonds, Alternative Investments, Traders, Volatility, Emerging Markets, Structured Products, Quantitative Finance, Swaps, Asset Management, Back Office, ETFs, Low Latency, Prime Brokerage, Investment Banking, Banking, Equity Derivatives, Interest Rate...
Education
Dalhousie University
Accounting
Pace University
Economics
Petr Volek, MBA, PMP's Bank of Montreal Experience January 2010 - July 2010
Job Infrastructure Project Manager at TD
Industry Information Technology and Services
Experience
TD January 2015 - Present
Wipro / Innovapost September 2014 - January 2015
Torstar Corporation March 2012 - September 2014
Sun Life Financial July 2010 - December 2011
Bank of Montreal January 2010 - July 2010
Rogers May 2008 - January 2010
Ministry of Government Services February 2008 - April 2008
Greater Toronto Airports Authority June 2007 - February 2008
Nokia / Business Infrastructure 1999 - 2002
Skills
Microsoft Exchange, Data Center, Vendor Management, Virtualization, PMP, Servers, Enterprise Architecture, Project Management, Infrastructure, Firewalls, Outsourcing, Storage Area Networks, Enterprise Software, Hardware, SAN
Education
York University - Schulich School of Business 2006 — 2009
MBA, Strategic Management
České vysoké učení technické v Praze 1985 — 1990
Ing., Mechanical Engineering
TD January 2015 - Present
Wipro / Innovapost September 2014 - January 2015
Torstar Corporation March 2012 - September 2014
Sun Life Financial July 2010 - December 2011
Bank of Montreal January 2010 - July 2010
Rogers May 2008 - January 2010
Ministry of Government Services February 2008 - April 2008
Greater Toronto Airports Authority June 2007 - February 2008
Nokia / Business Infrastructure 1999 - 2002
Skills
Microsoft Exchange, Data Center, Vendor Management, Virtualization, PMP, Servers, Enterprise Architecture, Project Management, Infrastructure, Firewalls, Outsourcing, Storage Area Networks, Enterprise Software, Hardware, SAN
Education
York University - Schulich School of Business 2006 — 2009
MBA, Strategic Management
České vysoké učení technické v Praze 1985 — 1990
Ing., Mechanical Engineering
Lawson Chan, CFA's Bank of Montreal Experience January 2013 - Present
Job FX Etrading / Derivative system consultant at Bank of Montreal
Industry Investment Banking
Experience
Bank of Montreal January 2013 - Present
TD Securities September 2009 - January 2013
TD Securities December 2007 - September 2009
CableTest System February 2007 - November 2007
CableTest Systems Inc. February 2007 - November 2007
Aversan January 2006 - January 2007
Dalhousie University September 2003 - December 2005
MDS Sciex May 2000 - April 2002
Skills
Equity Derivatives, FX Options, Precious Metals, Exotic Derivatives, Parallel Computing, Grid Computing, C++, Java, Straight Through..., FIX, Option Pricing Models, Radianz Network, Server Architecture, Unix, Project Management, Derivatives Trading, Derivative Operations, P&L Analysis, P&L Attribution, VAR, Stress Test, Enterprise Architecture, Enterprise Service bus, Network Communications, Chartered Financial..., Software Development, Software Project..., Software Projects, Embedded Systems, SQL, Sybase, Operating Systems, Business Analysis, Capital Markets, Trading Systems, Derivatives, Back Office, Financial Risk, Market Data, Market Risk, Oracle
Education
CFA Institute 2007 — 2009
MBA - Dalhousie University 2004 — 2005
MBA, Finance and Accounting
MASc - Dalhousie University 2003 — 2005
MASc, Embedded Software System
University of Toronto 1998 — 2003
BASc, Electrical Engineering
Bank of Montreal January 2013 - Present
TD Securities September 2009 - January 2013
TD Securities December 2007 - September 2009
CableTest System February 2007 - November 2007
CableTest Systems Inc. February 2007 - November 2007
Aversan January 2006 - January 2007
Dalhousie University September 2003 - December 2005
MDS Sciex May 2000 - April 2002
Skills
Equity Derivatives, FX Options, Precious Metals, Exotic Derivatives, Parallel Computing, Grid Computing, C++, Java, Straight Through..., FIX, Option Pricing Models, Radianz Network, Server Architecture, Unix, Project Management, Derivatives Trading, Derivative Operations, P&L Analysis, P&L Attribution, VAR, Stress Test, Enterprise Architecture, Enterprise Service bus, Network Communications, Chartered Financial..., Software Development, Software Project..., Software Projects, Embedded Systems, SQL, Sybase, Operating Systems, Business Analysis, Capital Markets, Trading Systems, Derivatives, Back Office, Financial Risk, Market Data, Market Risk, Oracle
Education
CFA Institute 2007 — 2009
MBA - Dalhousie University 2004 — 2005
MBA, Finance and Accounting
MASc - Dalhousie University 2003 — 2005
MASc, Embedded Software System
University of Toronto 1998 — 2003
BASc, Electrical Engineering
Artur Liwski's Bank of Montreal Experience January 2010 - Present
Job at Bank of Montreal
Industry Banking
Experience
Bank of Montreal January 2010 - Present
Bank of Montreal October 2008 - April 2011
Bank of Montreal April 2003 - October 2008
HBC 1999 - 2003
Citibank May 1996 - December 1998
Skills
Credit Risk, Risk Management, Financial Modeling, Analysis, Credit Scoring, Credit Cards, SAS, Basel II, Financial Risk, Statistical Modeling, Portfolio Management, Operational Risk, Quantitative Analytics, Credit, Data Mining, Credit Analysis
Education
University of Waterloo 1996 — 1998
Masters of Mathematics (MMATH), Statistics
Dalhousie University 1992 — 1996
Bachelor of Science, Double Honours: Statistics and Mathematics
Bank of Montreal January 2010 - Present
Bank of Montreal October 2008 - April 2011
Bank of Montreal April 2003 - October 2008
HBC 1999 - 2003
Citibank May 1996 - December 1998
Skills
Credit Risk, Risk Management, Financial Modeling, Analysis, Credit Scoring, Credit Cards, SAS, Basel II, Financial Risk, Statistical Modeling, Portfolio Management, Operational Risk, Quantitative Analytics, Credit, Data Mining, Credit Analysis
Education
University of Waterloo 1996 — 1998
Masters of Mathematics (MMATH), Statistics
Dalhousie University 1992 — 1996
Bachelor of Science, Double Honours: Statistics and Mathematics
Anthony Bellicoso's Bank of Montreal Experience 2008 - Present
Job Vice President P&C Product Operations at Bank of Montreal
Industry Banking
Experience
BMO Financial Group 2010 - Present
Bank of Montreal 2008 - Present
Bank of Montreal 2003 - Present
Education
Dalhousie
BMO Financial Group 2010 - Present
Bank of Montreal 2008 - Present
Bank of Montreal 2003 - Present
Education
Dalhousie
Carmela Gallo's Bank of Montreal Experience May 1988 - January 2008
Job General Manager at CIBC
Industry Financial Services
Experience
CIBC December 2011 - Present
CIBC August 2008 - December 2011
Bank of Montreal May 1988 - January 2008
Skills
Management, Human Resources, Change Management, Coaching, Training, Banking, Financial Analysis, Leadership Development, Financial Services, Finance
Education
Dalhousie University 2001 — 2004
Masters in Business Administration, Business
University of Toronto 1987 — 1990
Bachelor's degree, Sociology Specialist, Criminilogy Major
CIBC December 2011 - Present
CIBC August 2008 - December 2011
Bank of Montreal May 1988 - January 2008
Skills
Management, Human Resources, Change Management, Coaching, Training, Banking, Financial Analysis, Leadership Development, Financial Services, Finance
Education
Dalhousie University 2001 — 2004
Masters in Business Administration, Business
University of Toronto 1987 — 1990
Bachelor's degree, Sociology Specialist, Criminilogy Major
Armen Keklikian's Bank of Montreal Experience July 1998 - June 1999
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Genworth Financial 2008 - Present
CIBC Intria May 2008 - October 2008
Manulife Financial November 2004 - May 2008
EDS/USAirways May 2004 - November 2004
Ceridian Canada Ltd. August 2001 - February 2004
Alltel Information Services November 1999 - April 2001
Rogers Communications Inc. August 1999 - October 1999
Bank of Montreal July 1998 - June 1999
Skills
SAS Programming, DB2, COBOL, Mainframe, SDLC, JCL, SQL, Databases, Business Analysis, CICS, Requirements Analysis, Testing, Data Warehousing, Data Modeling, Analysis
Education
Dawson College
CEC, Computer Programming
Dawson College
Genworth Financial 2008 - Present
CIBC Intria May 2008 - October 2008
Manulife Financial November 2004 - May 2008
EDS/USAirways May 2004 - November 2004
Ceridian Canada Ltd. August 2001 - February 2004
Alltel Information Services November 1999 - April 2001
Rogers Communications Inc. August 1999 - October 1999
Bank of Montreal July 1998 - June 1999
Skills
SAS Programming, DB2, COBOL, Mainframe, SDLC, JCL, SQL, Databases, Business Analysis, CICS, Requirements Analysis, Testing, Data Warehousing, Data Modeling, Analysis
Education
Dawson College
CEC, Computer Programming
Dawson College
Nicole Tataj's Bank of Montreal Experience April 2011 - August 2014
Job Associate Director, Control Framework and Policy at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2014 - Present
Bank of Montreal April 2011 - August 2014
BMO Mutual Funds 2005 - April 2011
Skills
Banking, Retail Banking, Operational Risk, Commercial Banking, Relationship Management, Credit Cards, Financial Services, Mortgage Lending, Wealth Management, Mutual Funds, Risk Management, Financial Risk
Education
Dalhousie University 2001 — 2005
MBA
McMaster University 1992 — 1996
Bachelor of Commerce
University of Toronto, School of Continuing Studies
University of Toronto, School of Continuing Studies
BMO Financial Group September 2014 - Present
Bank of Montreal April 2011 - August 2014
BMO Mutual Funds 2005 - April 2011
Skills
Banking, Retail Banking, Operational Risk, Commercial Banking, Relationship Management, Credit Cards, Financial Services, Mortgage Lending, Wealth Management, Mutual Funds, Risk Management, Financial Risk
Education
Dalhousie University 2001 — 2005
MBA
McMaster University 1992 — 1996
Bachelor of Commerce
University of Toronto, School of Continuing Studies
University of Toronto, School of Continuing Studies
Hongfa Wu's Bank of Montreal Experience March 2014 - Present
Job ETL Developer/ Data Modeller at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal March 2014 - Present
Sygnus Digital Solutions Inc. April 2011 - February 2014
American Utility Management (AUM) September 2008 - March 2011
Trianz January 2008 - July 2008
Munich Re June 2007 - January 2008
Ecom4net Inc November 2005 - June 2007
S21C Technologies Ltd November 2004 - October 2005
Shenzhen Prosperity System Co., Ltd November 1999 - October 2003
Chengdu Modern Communication Co., Ltd July 1997 - November 1999
Sichuan Sky Computer Software Co., Ltd. September 1990 - July 1997
Skills
Databases, PL/SQL, SDLC, Business Intelligence, Oracle, Microsoft SQL Server, SQL, Software Development, Integration, CRM, Business Analysis, Data Warehousing, SaaS, XML, JavaScript, jQuery
Education
BBT College, Toronto, Ontario 2006 — 2006
Certificate of Data Warehouse in Informatica
New Concept College, Toronto, Ontario 2004 — 2004
Core Java in-class training
University of Toronto 2004 — 2004
Diploma of Oracle 9i eCommerce
Dalian University of Technology 1987 — 1990
Master's degree, Computational Mathematics
Nanjing University 1983 — 1987
Bachelor's degree, Computational Mathematics
Bank of Montreal March 2014 - Present
Sygnus Digital Solutions Inc. April 2011 - February 2014
American Utility Management (AUM) September 2008 - March 2011
Trianz January 2008 - July 2008
Munich Re June 2007 - January 2008
Ecom4net Inc November 2005 - June 2007
S21C Technologies Ltd November 2004 - October 2005
Shenzhen Prosperity System Co., Ltd November 1999 - October 2003
Chengdu Modern Communication Co., Ltd July 1997 - November 1999
Sichuan Sky Computer Software Co., Ltd. September 1990 - July 1997
Skills
Databases, PL/SQL, SDLC, Business Intelligence, Oracle, Microsoft SQL Server, SQL, Software Development, Integration, CRM, Business Analysis, Data Warehousing, SaaS, XML, JavaScript, jQuery
Education
BBT College, Toronto, Ontario 2006 — 2006
Certificate of Data Warehouse in Informatica
New Concept College, Toronto, Ontario 2004 — 2004
Core Java in-class training
University of Toronto 2004 — 2004
Diploma of Oracle 9i eCommerce
Dalian University of Technology 1987 — 1990
Master's degree, Computational Mathematics
Nanjing University 1983 — 1987
Bachelor's degree, Computational Mathematics
Nader Guirguis's Bank of Montreal Experience November 2005 - February 2007
Job CEO and Head of Wealth Sales, HSBC Private Wealth Services (Canada) Inc. at HSBC Bank Canada
Industry Banking
Experience
HSBC July 2014 - Present
RBC Royal Bank December 2008 - July 2014
RBC Royal Bank February 2007 - December 2008
Bank of Montreal November 2005 - February 2007
Bank of Montreal August 2004 - November 2005
Bank of Montreal September 2001 - August 2004
Bank of Montreal October 2000 - September 2001
RBC Royal Bank June 1989 - October 2000
Skills
Private Banking, Wealth Management, Mutual Funds, Retail Banking, Investments, Financial Services, Credit, Strategic Financial..., Retirement Planning, Wealth Management..., Financial Advisory, Commercial Banking, Wealth, Investment Strategies, High Net Worth..., Investment Management, Financial Markets, Consumer Lending, Financial Planners, Personal Financial..., Investment Advisory, Banking, Portfolio Management, Loans, Mortgage Lending, Asset Management, Commercial Lending, Estate Planning, Asset Allocation, Relationship Management, Credit Analysis, Capital Markets, Credit Risk
Education
Canadian Securities Institute (CSI)
FCSI, Finance
Dalhousie University 2002 — 2006
MBA, Financial Services
Collège de la Sainte Famille
HSBC July 2014 - Present
RBC Royal Bank December 2008 - July 2014
RBC Royal Bank February 2007 - December 2008
Bank of Montreal November 2005 - February 2007
Bank of Montreal August 2004 - November 2005
Bank of Montreal September 2001 - August 2004
Bank of Montreal October 2000 - September 2001
RBC Royal Bank June 1989 - October 2000
Skills
Private Banking, Wealth Management, Mutual Funds, Retail Banking, Investments, Financial Services, Credit, Strategic Financial..., Retirement Planning, Wealth Management..., Financial Advisory, Commercial Banking, Wealth, Investment Strategies, High Net Worth..., Investment Management, Financial Markets, Consumer Lending, Financial Planners, Personal Financial..., Investment Advisory, Banking, Portfolio Management, Loans, Mortgage Lending, Asset Management, Commercial Lending, Estate Planning, Asset Allocation, Relationship Management, Credit Analysis, Capital Markets, Credit Risk
Education
Canadian Securities Institute (CSI)
FCSI, Finance
Dalhousie University 2002 — 2006
MBA, Financial Services
Collège de la Sainte Famille
Alison Griffiths's Bank of Montreal Experience 2010 - 2013
Job Columnist, blogger at Ontario Securities Commission
Industry Writing and Editing
Experience
Ontario Securities Commission 2010 - Present
Alison Griffiths January 1985 - Present
MSN.CA 2011 - 2014
Metro Newspapers 2009 - 2014
Toronto Star 1998 - 2014
Harris Bank July 2011 - April 2013
Bank of Montreal 2010 - 2013
Halifax Chronicle Herald 2009 - 2013
Toronto Star January 1996 - 2013
Freelance TV Production 2002 - January 2012
Skills
ASL - American Sign..., Media Relations, Video Production, Editing, Business Writing, Storytelling, Blogging, Journalism, Corporate Communications, Content Strategy, News Writing, Writing, Social Media, Public Relations, Copy Editing, Copywriting, Strategic Communications, Fiction, Television
Education
University of Alberta 1976 — 1978
MA (ABT), Economics and Sociology
Dalhousie University 1971 — 1975
BA Hon, Economics
Ontario Securities Commission 2010 - Present
Alison Griffiths January 1985 - Present
MSN.CA 2011 - 2014
Metro Newspapers 2009 - 2014
Toronto Star 1998 - 2014
Harris Bank July 2011 - April 2013
Bank of Montreal 2010 - 2013
Halifax Chronicle Herald 2009 - 2013
Toronto Star January 1996 - 2013
Freelance TV Production 2002 - January 2012
Skills
ASL - American Sign..., Media Relations, Video Production, Editing, Business Writing, Storytelling, Blogging, Journalism, Corporate Communications, Content Strategy, News Writing, Writing, Social Media, Public Relations, Copy Editing, Copywriting, Strategic Communications, Fiction, Television
Education
University of Alberta 1976 — 1978
MA (ABT), Economics and Sociology
Dalhousie University 1971 — 1975
BA Hon, Economics
Rebecca Bisson's Bank of Montreal Experience June 2009 - September 2010
Job Team Leader, Processing at Macquarie Financial Ltd
Industry Banking
Experience
Macquarie Financial Ltd September 2010 - Present
Bank of Montreal June 2009 - September 2010
Bank of Montreal May 2007 - June 2009
Bank of Montreal June 2006 - April 2007
Bank of Montreal September 2002 - June 2006
Education
Dalhousie University
Macquarie Financial Ltd September 2010 - Present
Bank of Montreal June 2009 - September 2010
Bank of Montreal May 2007 - June 2009
Bank of Montreal June 2006 - April 2007
Bank of Montreal September 2002 - June 2006
Education
Dalhousie University
Vincent Trevisonno's Bank of Montreal Experience 1983 - 1991
Job Analyst/programmer at Desjardins
Industry Information Technology and Services
Experience
Desjardins May 2013 - Present
Desjardins December 2010 - March 2013
CSC January 2010 - December 2010
Ajilon November 2009 - January 2010
Groupe Conseil OSI January 2004 - November 2008
CN Rail January 2004 - November 2008
CNC Global October 2002 - December 2003
Sun Life Financial October 2002 - December 2003
Bank of Montreal 1983 - 1991
Skills
Programmer/Analyst, Mainframe, COBOL/DB2, COBOL, DB2, PL/1, Programming, JCL, TSO, Transportation, MVS, Endevor, CICS, z/OS, English, SPUFI, IBM Mainframe, DB2/SQL, Xpediter, Italian, OS/390, ISPF, Fileaid, Lotus Notes, SQL, SDLC, AS400, IBM Utilities, Visio, Application Development, Agile Methodologies, Scrum, IMS DB/DC, Websphere, BMC Remedy
Education
College de Maisonneuve 2009 — 2009
Certificate, HTML and CSS
Dawson College 1979 — 1982
DEC, Data Processing
Desjardins May 2013 - Present
Desjardins December 2010 - March 2013
CSC January 2010 - December 2010
Ajilon November 2009 - January 2010
Groupe Conseil OSI January 2004 - November 2008
CN Rail January 2004 - November 2008
CNC Global October 2002 - December 2003
Sun Life Financial October 2002 - December 2003
Bank of Montreal 1983 - 1991
Skills
Programmer/Analyst, Mainframe, COBOL/DB2, COBOL, DB2, PL/1, Programming, JCL, TSO, Transportation, MVS, Endevor, CICS, z/OS, English, SPUFI, IBM Mainframe, DB2/SQL, Xpediter, Italian, OS/390, ISPF, Fileaid, Lotus Notes, SQL, SDLC, AS400, IBM Utilities, Visio, Application Development, Agile Methodologies, Scrum, IMS DB/DC, Websphere, BMC Remedy
Education
College de Maisonneuve 2009 — 2009
Certificate, HTML and CSS
Dawson College 1979 — 1982
DEC, Data Processing
Roderick Fowler's Bank of Montreal Experience January 1991 - April 1994
Job COO at EcoHR Services, LLC
Industry Financial Services
Experience
EcoHR Services, LLC January 2009 - Present
RSF Trading Corp January 1997 - December 2006
Bank of Montreal January 1991 - April 1994
Wood Gundy, Inc 1981 - 1990
Education
Dalhousie University 1967 — 1970
n/a, Science
EcoHR Services, LLC January 2009 - Present
RSF Trading Corp January 1997 - December 2006
Bank of Montreal January 1991 - April 1994
Wood Gundy, Inc 1981 - 1990
Education
Dalhousie University 1967 — 1970
n/a, Science
Ellie Canzano's Bank of Montreal Experience February 2010 - Present
Job Business Analyst at Bank of Montreal
Industry Information Technology and Services
Experience
Bank of Montreal February 2010 - Present
Sobeys January 2010 - February 2010
Triton Electronik September 1989 - February 2009
Triton Electronik 2006 - 2009
Triton Electronik 2006 - 2009
Positron Inc. 1989 - 2009
Positron Public Safety Systems 1987 - 2009
Education
Dawson College 1985 — 1989
Business Administration, Marketing
Lester B. Pearson High School
Bank of Montreal February 2010 - Present
Sobeys January 2010 - February 2010
Triton Electronik September 1989 - February 2009
Triton Electronik 2006 - 2009
Triton Electronik 2006 - 2009
Positron Inc. 1989 - 2009
Positron Public Safety Systems 1987 - 2009
Education
Dawson College 1985 — 1989
Business Administration, Marketing
Lester B. Pearson High School
Anita Wilkins's Bank of Montreal Experience July 2012 - Present
Job Director, Audit, Bank of Montreal
Industry Banking
Experience
Bank of Montreal July 2012 - Present
Bank of Montreal August 2011 - July 2012
Bank of Montreal December 2009 - August 2011
BNS August 2006 - May 2008
Skills
Risk Management, Performance Management, Change Management, Relationship Management, Banking, Coaching, Credit, Strategic Planning, Organizational..., Financial Analysis, Succession Planning, Auditing, Employee Relations, Employee Engagement, Talent Management, Leadership, Business Analysis, Business Strategy, Process Improvement, Retail Banking, Business Process..., Vendor Management
Education
University of Toronto - Rotman School of Management 2008 — 2009
CHRP, Human Resources
Dalhousie University 2000 — 2002
MBA
Bank of Montreal July 2012 - Present
Bank of Montreal August 2011 - July 2012
Bank of Montreal December 2009 - August 2011
BNS August 2006 - May 2008
Skills
Risk Management, Performance Management, Change Management, Relationship Management, Banking, Coaching, Credit, Strategic Planning, Organizational..., Financial Analysis, Succession Planning, Auditing, Employee Relations, Employee Engagement, Talent Management, Leadership, Business Analysis, Business Strategy, Process Improvement, Retail Banking, Business Process..., Vendor Management
Education
University of Toronto - Rotman School of Management 2008 — 2009
CHRP, Human Resources
Dalhousie University 2000 — 2002
MBA
Linda Saltmarsh's Bank of Montreal Experience November 2010 - Present
Job Managing Director Retail Business Banking, NA Treasury and Payment Services Operations
Industry Financial Services
Experience
Bank of Montreal November 2010 - Present
Bank of Montreal November 2008 - November 2010
Skills
Banking, Credit, Financial Services, Retail Banking, Commercial Banking, Risk Management, Relationship Management, Process Improvement, Investments, Portfolio Management, Leadership, Mortgage Lending, Wealth Management, Business Analysis, Strategic Financial...
Education
Dalhousie University 2001 — 2003
MBA, Financial Services
Bank of Montreal November 2010 - Present
Bank of Montreal November 2008 - November 2010
Skills
Banking, Credit, Financial Services, Retail Banking, Commercial Banking, Risk Management, Relationship Management, Process Improvement, Investments, Portfolio Management, Leadership, Mortgage Lending, Wealth Management, Business Analysis, Strategic Financial...
Education
Dalhousie University 2001 — 2003
MBA, Financial Services
Carl McGee's Bank of Montreal Experience April 2013 - Present
Job VicePresident, Capital Markets Operational Risk Management
Industry Banking
Experience
Bank of Montreal April 2013 - Present
Bank of Montreal July 2009 - April 2013
Bank of Montreal 1996 - 2009
Skills
Counterparty Risk, Market Risk, Credit Risk, Fixed Income, Quantitative Analytics, Financial Risk
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1996
MBA
University of Toronto 1986 — 1990
PhD, Nutritional Science
University of Toronto 1982 — 1985
MSC, Nutritional Science
University of Guelph 1977 — 1981
BASC, Applied Human Nutrition
Bank of Montreal April 2013 - Present
Bank of Montreal July 2009 - April 2013
Bank of Montreal 1996 - 2009
Skills
Counterparty Risk, Market Risk, Credit Risk, Fixed Income, Quantitative Analytics, Financial Risk
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1996
MBA
University of Toronto 1986 — 1990
PhD, Nutritional Science
University of Toronto 1982 — 1985
MSC, Nutritional Science
University of Guelph 1977 — 1981
BASC, Applied Human Nutrition
Helen Bailey's Bank of Montreal Experience January 2008 - Present
Job Vice President Commercial Banking
Industry Banking
Experience
Bank of Montreal January 2008 - Present
ATB Financial 1978 - 2007
Skills
Banking, Credit, Mortgage Lending, Loans, Risk Management, Portfolio Management, Financial Analysis, Credit Analysis, Retail Banking, Credit Risk, Investments, Wealth Management, Relationship Management, Commercial Lending, Commercial Banking, Consumer Lending, Financial Risk, Mutual Funds
Education
Dalhousie University 2004 — 2007
Master of Business Administration (MBA), Banking and Financial Support Services
The Institute Of Canadian Bankers 2000 — 2003
Fellow of the Institute Of Canadian Bankers, Financial Services.
Bank of Montreal January 2008 - Present
ATB Financial 1978 - 2007
Skills
Banking, Credit, Mortgage Lending, Loans, Risk Management, Portfolio Management, Financial Analysis, Credit Analysis, Retail Banking, Credit Risk, Investments, Wealth Management, Relationship Management, Commercial Lending, Commercial Banking, Consumer Lending, Financial Risk, Mutual Funds
Education
Dalhousie University 2004 — 2007
Master of Business Administration (MBA), Banking and Financial Support Services
The Institute Of Canadian Bankers 2000 — 2003
Fellow of the Institute Of Canadian Bankers, Financial Services.
Carly Mayhew's Bank of Montreal Experience May 2008 - August 2008
Job Account Manager at priMED Medical Products Inc.
Industry Hospital & Health Care
Experience
priMED Medical Products Inc. April 2014 - Present
Manulife Financial November 2012 - March 2014
EF Education First February 2012 - November 2012
Bigley Shoes & Clothing January 2009 - December 2010
Workers Safety and Insurance Board (WSIB) May 2010 - August 2010
Bank of Montreal May 2008 - August 2008
Deer Creek Golf & Banquet Facility April 2007 - October 2007
Skills
Marketing Communications, Social Media Marketing, Marketing, Customer Service, Team Leadership, Strategic Planning, Marketing Strategy, Event Planning, Time Management, Sales Management, Sales, Leadership, Microsoft Excel, Teamwork, Key Account Management, Manage Client..., Planning Budgeting &...
Education
Dalhousie University 2007 — 2011
Bachelor of Commerce (B.Com.), Commerce
Ajax Highschool
priMED Medical Products Inc. April 2014 - Present
Manulife Financial November 2012 - March 2014
EF Education First February 2012 - November 2012
Bigley Shoes & Clothing January 2009 - December 2010
Workers Safety and Insurance Board (WSIB) May 2010 - August 2010
Bank of Montreal May 2008 - August 2008
Deer Creek Golf & Banquet Facility April 2007 - October 2007
Skills
Marketing Communications, Social Media Marketing, Marketing, Customer Service, Team Leadership, Strategic Planning, Marketing Strategy, Event Planning, Time Management, Sales Management, Sales, Leadership, Microsoft Excel, Teamwork, Key Account Management, Manage Client..., Planning Budgeting &...
Education
Dalhousie University 2007 — 2011
Bachelor of Commerce (B.Com.), Commerce
Ajax Highschool
Tintinalli Anthony's Bank of Montreal Experience February 2011 - October 2013
Job Regional Vice President Toronto Downtown at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group May 2014 - Present
BMO Financial Group November 2013 - Present
BMO January 2013 - October 2013
Bank of Montreal February 2011 - October 2013
BMO June 2009 - February 2011
BMO September 2007 - June 2009
BMO April 2005 - September 2007
BMO March 2001 - March 2005
BMO Financial Group 1998 - 2001
Skills
Banking, Mortgage Lending, Wealth Management, Retail Banking, Relationship Management, Branch Banking, Credit, Mutual Funds, Sales, Residential Mortgages, Investment Banking, Financial Services, Portfolio Management, Capital Markets, Loans, Management, Consumer Lending
Education
Dalhousie University 2004 — 2007
mba, mba
Queen's University 1993 — 1998
Bachelor of Arts, Political Studies
BMO Financial Group May 2014 - Present
BMO Financial Group November 2013 - Present
BMO January 2013 - October 2013
Bank of Montreal February 2011 - October 2013
BMO June 2009 - February 2011
BMO September 2007 - June 2009
BMO April 2005 - September 2007
BMO March 2001 - March 2005
BMO Financial Group 1998 - 2001
Skills
Banking, Mortgage Lending, Wealth Management, Retail Banking, Relationship Management, Branch Banking, Credit, Mutual Funds, Sales, Residential Mortgages, Investment Banking, Financial Services, Portfolio Management, Capital Markets, Loans, Management, Consumer Lending
Education
Dalhousie University 2004 — 2007
mba, mba
Queen's University 1993 — 1998
Bachelor of Arts, Political Studies
Andrew Parke's Bank of Montreal Experience 2007 - 2007
Job Energy Origination Vice President at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets November 2010 - December 2014
BMO Capital Markets June 2009 - December 2010
Timbercreek Asset Management September 2008 - June 2009
Bank of Montreal 2007 - 2007
Education
Dalhousie University 2003 — 2008
Commerce, Finance
CFA
Level III, Complete June 2011
BMO Capital Markets January 2015 - Present
BMO Capital Markets November 2010 - December 2014
BMO Capital Markets June 2009 - December 2010
Timbercreek Asset Management September 2008 - June 2009
Bank of Montreal 2007 - 2007
Education
Dalhousie University 2003 — 2008
Commerce, Finance
CFA
Level III, Complete June 2011
Natalie McLean's Bank of Montreal Experience January 2001 - September 2003
Job Director, Procurement Enablement at Province of Nova Scotia
Industry Government Administration
Experience
Province of Nova Scotia November 2011 - Present
Province of Nova Scotia February 2006 - December 2011
Dalhousie University April 2005 - February 2006
EastLink December 2003 - April 2005
Bank of Montreal January 2001 - September 2003
BMO Financial Group January 1998 - January 2001
Skills
SDLC, Strategic Planning, Relationship Management, Requirements Analysis, Project Planning, Process Improvement, Business Analysis, Analysis, Business Process..., Data Analysis, Financial Analysis, Risk Management, Change Management, Software Project..., Requirements Gathering, Business Intelligence, Management Consulting, Business Process..., Project Management, Program Management, Budgets, Team Leadership, Vendor Management, Integration, Business Process, Business Strategy, Procurement, Coaching, Team Building, Policy, Leadership
Education
Dalhousie University 1997 — 1997
MBA, Finance
University of Prince Edward Island 1992 — 1996
BBA, Finance
Province of Nova Scotia November 2011 - Present
Province of Nova Scotia February 2006 - December 2011
Dalhousie University April 2005 - February 2006
EastLink December 2003 - April 2005
Bank of Montreal January 2001 - September 2003
BMO Financial Group January 1998 - January 2001
Skills
SDLC, Strategic Planning, Relationship Management, Requirements Analysis, Project Planning, Process Improvement, Business Analysis, Analysis, Business Process..., Data Analysis, Financial Analysis, Risk Management, Change Management, Software Project..., Requirements Gathering, Business Intelligence, Management Consulting, Business Process..., Project Management, Program Management, Budgets, Team Leadership, Vendor Management, Integration, Business Process, Business Strategy, Procurement, Coaching, Team Building, Policy, Leadership
Education
Dalhousie University 1997 — 1997
MBA, Finance
University of Prince Edward Island 1992 — 1996
BBA, Finance
Chris Sarena's Bank of Montreal Experience August 1987 - June 1998
Job owner at Xpert Consultation
Industry Financial Services
Experience
X-pert Consultation June 1999 - Present
BPEC Consulting January 2012 - May 2013
Bod & Christensen June 1998 - July 1999
Bank of Montreal August 1987 - June 1998
Skills
Change Management, System Administration, Business Development, Integration, Marketing Strategy, Business Strategy, Software Development, Coaching, Due Diligence, French, Strategic Planning, Strategy, Social Media, Entrepreneurship, Management
Education
Concordia University- Montreal 1984 — 1987
Bachelor of Commerce (B.Com.), Administrative Management and Finance
Dawson College 1981 — 1983
DEC, Commerce
X-pert Consultation June 1999 - Present
BPEC Consulting January 2012 - May 2013
Bod & Christensen June 1998 - July 1999
Bank of Montreal August 1987 - June 1998
Skills
Change Management, System Administration, Business Development, Integration, Marketing Strategy, Business Strategy, Software Development, Coaching, Due Diligence, French, Strategic Planning, Strategy, Social Media, Entrepreneurship, Management
Education
Concordia University- Montreal 1984 — 1987
Bachelor of Commerce (B.Com.), Administrative Management and Finance
Dawson College 1981 — 1983
DEC, Commerce
John-Paul Mann's Bank of Montreal Experience March 1997 - May 2011
Job Manager Personal Sales Force Effectiveness at BMO Financial Group
Industry Banking
Experience
BMO Financial Group April 2011 - Present
Bank of Montreal March 1997 - May 2011
BMO Nesbitt Burns - BMO LIfe February 2005 - October 2006
TD Bank 1988 - 1996
Skills
Mutual Funds, Retail Banking, Mortgage Lending, Credit, Banking, Loans, Credit Risk, Retirement Planning, Investments, Strategic Financial..., Risk Management, Call Center, Relationship Management, Insurance, Business Analysis, Wealth Management, Financial Services, Call Centers, Underwriting, Leadership, Credit Analysis, Consumer Lending
Education
Dalhousie University 2004 — 2009
MBA, Financial Services
York University 1988 — 1992
Honours BA, Double Major: Political Science & Eng.
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
BMO Financial Group April 2011 - Present
Bank of Montreal March 1997 - May 2011
BMO Nesbitt Burns - BMO LIfe February 2005 - October 2006
TD Bank 1988 - 1996
Skills
Mutual Funds, Retail Banking, Mortgage Lending, Credit, Banking, Loans, Credit Risk, Retirement Planning, Investments, Strategic Financial..., Risk Management, Call Center, Relationship Management, Insurance, Business Analysis, Wealth Management, Financial Services, Call Centers, Underwriting, Leadership, Credit Analysis, Consumer Lending
Education
Dalhousie University 2004 — 2009
MBA, Financial Services
York University 1988 — 1992
Honours BA, Double Major: Political Science & Eng.
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
Etobicoke Collegiate Institute
Paul Buckle's Bank of Montreal Experience February 2007 - Present
Job Senior Manager, Product Support Group at Bank of Montreal
Industry Banking
Experience
Bank of Montreal February 2007 - Present
Skills
Banking, Strategic Financial..., Business Analysis, Requirements Gathering, Business Process...
Education
Dalhousie University 1995 — 1999
MBA/LLB, Business and Law
Memorial University of Newfoundland 1990 — 1995
BSc., Biology
Bank of Montreal February 2007 - Present
Skills
Banking, Strategic Financial..., Business Analysis, Requirements Gathering, Business Process...
Education
Dalhousie University 1995 — 1999
MBA/LLB, Business and Law
Memorial University of Newfoundland 1990 — 1995
BSc., Biology
Vikram Behla's Bank of Montreal Experience August 2010 - July 2013
Job Small Business Relationship Manager at Westminster Savings Credit Union
Industry Financial Services
Experience
Westminster Savings Credit Union August 2013 - Present
Bank of Montreal August 2010 - July 2013
Coast Capital Savings May 2006 - August 2010
HSBC November 2004 - May 2006
Skills
Retail Banking, Small Business Lending, Credit Risk, Business Loans, Mortgage Lending, Financial Services, Mutual Funds, Sales, New Business Development
Education
Dalhousie University
Commercial Lending Course
Canadian Securities Institute
Canadian Securities Course
The Australian National University 1994 — 1997
Bachelor of Commerce, Finance
Westminster Savings Credit Union August 2013 - Present
Bank of Montreal August 2010 - July 2013
Coast Capital Savings May 2006 - August 2010
HSBC November 2004 - May 2006
Skills
Retail Banking, Small Business Lending, Credit Risk, Business Loans, Mortgage Lending, Financial Services, Mutual Funds, Sales, New Business Development
Education
Dalhousie University
Commercial Lending Course
Canadian Securities Institute
Canadian Securities Course
The Australian National University 1994 — 1997
Bachelor of Commerce, Finance
Sherri Munro's Bank of Montreal Experience July 2011 - March 2012
Job Munro Consulting Services Inc.
Industry Management Consulting
Experience
Munro Consulting Services Inc. March 2015 - Present
BMO Financial Group September 2014 - March 2015
Bank of Montreal July 2011 - March 2012
BMO Financial Group October 2008 - July 2011
BMO Financial Group August 2006 - October 2008
Skills
Credit, Banking, Loans, Retail Banking, Commercial Banking, Team Leadership, Private Banking, Relationship Management, Coaching, Performance Management, Performance Appraisal, Strategic Planning, Business Strategy, Employee Recognition, Time Management, Risk Management, Credit Risk, Financial Analysis, Financial Services, Management
Education
Dalhousie University
Master of Business Administration (MBA)
Munro Consulting Services Inc. March 2015 - Present
BMO Financial Group September 2014 - March 2015
Bank of Montreal July 2011 - March 2012
BMO Financial Group October 2008 - July 2011
BMO Financial Group August 2006 - October 2008
Skills
Credit, Banking, Loans, Retail Banking, Commercial Banking, Team Leadership, Private Banking, Relationship Management, Coaching, Performance Management, Performance Appraisal, Strategic Planning, Business Strategy, Employee Recognition, Time Management, Risk Management, Credit Risk, Financial Analysis, Financial Services, Management
Education
Dalhousie University
Master of Business Administration (MBA)
Vince Ammendolia's Bank of Montreal Experience December 2004 - September 2010
Job Senior Manager, Online Origination & Retention at BMO Bank of Montreal
Industry Banking
Experience
BMO Bank of Montreal September 2010 - Present
Bank of Montreal December 2004 - September 2010
Bank of Montreal August 1997 - December 2004
Bank of Montreal March 1992 - August 1997
Scotiabank May 1991 - March 1992
Skills
Banking, Management
Education
Dalhousie University 2000 — 2004
Master of Business Administration (MBA)
York University 1987 — 1991
Bachelor of Business Administration (BBA)
BMO Bank of Montreal September 2010 - Present
Bank of Montreal December 2004 - September 2010
Bank of Montreal August 1997 - December 2004
Bank of Montreal March 1992 - August 1997
Scotiabank May 1991 - March 1992
Skills
Banking, Management
Education
Dalhousie University 2000 — 2004
Master of Business Administration (MBA)
York University 1987 — 1991
Bachelor of Business Administration (BBA)
Wil Tjoe's Bank of Montreal Experience 1995 - Present
Job Senior Manager & Vice President, Enterprise Risk and Portfolio Management at Bank of Montreal
Industry Banking
Experience
Bank of Montreal 1995 - Present
Chartered Professional Accountants of British Columbia 2002 - 2015
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Portfolio Management, Managerial Finance, Financial Reporting, Risk Management, Banking, Relationship Management, Accounting, Corporate Finance, Finance, Investments, Forecasting
Education
Chartered Professional Accountants of British Columbia
FCPA, FCMA
Dalhousie University
MBA, Financial Services
Bank of Montreal 1995 - Present
Chartered Professional Accountants of British Columbia 2002 - 2015
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Portfolio Management, Managerial Finance, Financial Reporting, Risk Management, Banking, Relationship Management, Accounting, Corporate Finance, Finance, Investments, Forecasting
Education
Chartered Professional Accountants of British Columbia
FCPA, FCMA
Dalhousie University
MBA, Financial Services
Tracey Crewe's Bank of Montreal Experience May 2004 - November 2007
Job National Education Consultant at Manulife Financial
Industry Insurance
Experience
Manulife Financial June 2013 - Present
Manulife Financial August 2011 - June 2013
Manulife Financial July 2010 - August 2011
Manulife Financial September 2009 - July 2010
Manulife Financial May 2008 - September 2009
BMO Financial Group November 2007 - May 2008
Bank of Montreal May 2004 - November 2007
BMO Financial Group August 2003 - May 2004
Skills
Performance Management, HRIS, Succession Planning, Executive Pay, Deferred Compensation, Reporting & Analysis, HR Reports, Process Improvement, Retirement Plan..., Leadership, Training
Education
Conestoga College 2010 — 2012
Certificate in Human Resources (with Hons), Human Resources
Information Technology Institute (ITI), Halifax, NS 1996 — 1997
Applied Information Technology Diploma
Memorial University of Newfoundland 1989 — 1994
Bachelor of Commerce (BCom), Commerce
Manulife Financial June 2013 - Present
Manulife Financial August 2011 - June 2013
Manulife Financial July 2010 - August 2011
Manulife Financial September 2009 - July 2010
Manulife Financial May 2008 - September 2009
BMO Financial Group November 2007 - May 2008
Bank of Montreal May 2004 - November 2007
BMO Financial Group August 2003 - May 2004
Skills
Performance Management, HRIS, Succession Planning, Executive Pay, Deferred Compensation, Reporting & Analysis, HR Reports, Process Improvement, Retirement Plan..., Leadership, Training
Education
Conestoga College 2010 — 2012
Certificate in Human Resources (with Hons), Human Resources
Information Technology Institute (ITI), Halifax, NS 1996 — 1997
Applied Information Technology Diploma
Memorial University of Newfoundland 1989 — 1994
Bachelor of Commerce (BCom), Commerce
Brad Schruder's Bank of Montreal Experience 2001 - Present
Job Director Foreign Exchange at BMO Capital Markets
Industry Banking
Experience
Bank of Montreal 2001 - Present
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Retail Banking, Wealth Management, Credit Risk
Education
Dalhousie University 2006 — 2010
Masters, Financial Services
University of Guelph 1996 — 1999
BComm, Marketing
Bank of Montreal 2001 - Present
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Retail Banking, Wealth Management, Credit Risk
Education
Dalhousie University 2006 — 2010
Masters, Financial Services
University of Guelph 1996 — 1999
BComm, Marketing
Lee Kors's Bank of Montreal Experience June 2007 - Present
Job Branch Manager at Bank of Montreal
Industry Banking
Experience
Bank of Montreal June 2007 - Present
CIBC October 1984 - September 2005
Skills
Mortgage Lending, Credit, Banking, Refinance, Loans, Residential Mortgages, Wealth Management, Consumer Lending, Leadership, Retail Banking, Small Business, New Business Development, Estate Planning, Investments, Strategic Planning, Training, Relationship Management, Small Business Lending, Retirement Planning, Mutual Funds, Credit Analysis
Education
Conestoga College 2011 — 2012
Spanish, Spanish
Conestoga College 2006 — 2011
Teacher, On Line Learnging, and Teaching Adults with Learning Disabilities
The Institute of Canadian Bankers
CSC, IFIC, BCO, Banking and Compliance
The Institute of Canadian Bankers
FICB, Fellow of the Institute of Canadian Bankers
Trent University 1980 — 1984
business administration and policy studies, business
Bank of Montreal June 2007 - Present
CIBC October 1984 - September 2005
Skills
Mortgage Lending, Credit, Banking, Refinance, Loans, Residential Mortgages, Wealth Management, Consumer Lending, Leadership, Retail Banking, Small Business, New Business Development, Estate Planning, Investments, Strategic Planning, Training, Relationship Management, Small Business Lending, Retirement Planning, Mutual Funds, Credit Analysis
Education
Conestoga College 2011 — 2012
Spanish, Spanish
Conestoga College 2006 — 2011
Teacher, On Line Learnging, and Teaching Adults with Learning Disabilities
The Institute of Canadian Bankers
CSC, IFIC, BCO, Banking and Compliance
The Institute of Canadian Bankers
FICB, Fellow of the Institute of Canadian Bankers
Trent University 1980 — 1984
business administration and policy studies, business
Taryn Wilkinson's Bank of Montreal Experience September 2007 - September 2008
Job Receptionist at John Dundon
Industry Medical Practice
Experience
Bank of Montreal September 2007 - September 2008
Skills
Microsoft Office, Customer Service, Word, Excel, Data Entry
Education
Conestoga College
Bank of Montreal September 2007 - September 2008
Skills
Microsoft Office, Customer Service, Word, Excel, Data Entry
Education
Conestoga College
Shari Young's Bank of Montreal Experience November 2010 - Present
Job Customer Service Representative at Bank of Montreal
Industry Human Resources
Experience
Bank of Montreal November 2010 - Present
ROGERS COMMUNICATIONS September 2001 - November 2009
ADECCO EMPLOYMENT/OLSTEN STAFFING SERVICE January 1996 - September 2001
Education
Conestoga College
CHRP
Queen's University
B.A, Psychology
Bank of Montreal November 2010 - Present
ROGERS COMMUNICATIONS September 2001 - November 2009
ADECCO EMPLOYMENT/OLSTEN STAFFING SERVICE January 1996 - September 2001
Education
Conestoga College
CHRP
Queen's University
B.A, Psychology
Sami Haddad, MBA's Bank of Montreal Experience August 2006 - October 2008
Job Director at BMO Financial Group
Industry Banking
Experience
BMO Financial Group November 2011 - Present
BMO Financial Group October 2008 - September 2011
Bank of Montreal August 2006 - October 2008
Bank of Montreal April 2003 - August 2006
Bank of Montreal December 2000 - April 2003
Bank of Montreal September 1993 - December 2000
Skills
Process Engineering, Mobile Payments, Emerging Technologies, Risk Management, Change Management, Credit Cards, Banking, PMO, Business Analysis, Relationship Management, Financial Risk, Vendor Management, Financial Services, Program Management, Project Management, Process Improvement, Project Delivery, Business Process...
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
York University - Schulich School of Business 2001 — 2003
Masters Certificate in Project Management, Project Management
York University 1988 — 1992
BA, Commerce & Mathematics
Université de Montréal 1991 — 1991
Bachelor of Arts (BA), Français
BMO Financial Group November 2011 - Present
BMO Financial Group October 2008 - September 2011
Bank of Montreal August 2006 - October 2008
Bank of Montreal April 2003 - August 2006
Bank of Montreal December 2000 - April 2003
Bank of Montreal September 1993 - December 2000
Skills
Process Engineering, Mobile Payments, Emerging Technologies, Risk Management, Change Management, Credit Cards, Banking, PMO, Business Analysis, Relationship Management, Financial Risk, Vendor Management, Financial Services, Program Management, Project Management, Process Improvement, Project Delivery, Business Process...
Education
Dalhousie University 2004 — 2008
MBA, Financial Services
York University - Schulich School of Business 2001 — 2003
Masters Certificate in Project Management, Project Management
York University 1988 — 1992
BA, Commerce & Mathematics
Université de Montréal 1991 — 1991
Bachelor of Arts (BA), Français
Ruki Watson's Bank of Montreal Experience September 2010 - August 2011
Job Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
Scotiabank May 2012 - August 2012
Scotiabank September 2011 - April 2012
Bank of Montreal September 2010 - August 2011
Grant Thornton LLP January 2011 - April 2011
Intact Financial Corporation July 2010 - December 2010
Skills
Teamwork, Financial Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Risk Management, Banking, Analysis
Education
Dalhousie University 2009 — 2013
Bachelor of Commerce with Distinction
PwC September 2013 - Present
Scotiabank May 2012 - August 2012
Scotiabank September 2011 - April 2012
Bank of Montreal September 2010 - August 2011
Grant Thornton LLP January 2011 - April 2011
Intact Financial Corporation July 2010 - December 2010
Skills
Teamwork, Financial Analysis, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Finance, Risk Management, Banking, Analysis
Education
Dalhousie University 2009 — 2013
Bachelor of Commerce with Distinction
Asima Anwar's Bank of Montreal Experience May 2004 - February 2008
Job Senior Network Specialist at BlackBerry
Industry Telecommunications
Experience
BlackBerry May 2014 - Present
BlackBerry March 2008 - April 2014
Bank of Montreal May 2004 - February 2008
Skills
BGP, MPLS VPN, F5 BigIP, OSPF, Cisco, Nortel, Firewalls, Cisco IOS, TCP/IP, Cisco Technologies, Cisco Nexus, Wireshark, Juniper, Network Architecture, IPSec, EIGRP, QoS, LAN-WAN, Networking, Routing Protocols, Switches, Routing, MPLS, Wireless, Network Design, Cisco Routers, IPv6, VPN, Routers, Telecommunications, Network Engineering, Mobile Technology, Network Security, Multicast
Education
McGill University 1997 — 2001
Bachelor of Science, Computer Science
Dawson College 1995 — 1997
DEC, Natural Sciences
BlackBerry May 2014 - Present
BlackBerry March 2008 - April 2014
Bank of Montreal May 2004 - February 2008
Skills
BGP, MPLS VPN, F5 BigIP, OSPF, Cisco, Nortel, Firewalls, Cisco IOS, TCP/IP, Cisco Technologies, Cisco Nexus, Wireshark, Juniper, Network Architecture, IPSec, EIGRP, QoS, LAN-WAN, Networking, Routing Protocols, Switches, Routing, MPLS, Wireless, Network Design, Cisco Routers, IPv6, VPN, Routers, Telecommunications, Network Engineering, Mobile Technology, Network Security, Multicast
Education
McGill University 1997 — 2001
Bachelor of Science, Computer Science
Dawson College 1995 — 1997
DEC, Natural Sciences
Lynne Jackson's Bank of Montreal Experience March 2010 - August 2011
Job Assistant Manager, Member SolutionsTandia/Formerly Prosperity One Credit Union
Industry Financial Services
Experience
Tandia February 2013 - Present
MCAP December 2011 - March 2012
Bank of Montreal March 2010 - August 2011
Libro Financial Group March 2007 - February 2010
Skills
Bank of..., Libro Financial..., Wells Fargo-Senior..., Wells Fargo-Senior..., Wells Fargo-Senior..., MCAP 2011-2012, Credit, Business Development, Loans, Mortgage Lending, Business Planning, Customer Service, Finance, Credit Analysis, Management, Investments, Financial Services, Mutual Funds
Education
Conestoga College 1988 — 1990
Business Administration and Management, General
Conestoga College
Business, Management, Marketing, and Related Support Services
St. Mary's High School- Kitchener-Waterloo
Tandia February 2013 - Present
MCAP December 2011 - March 2012
Bank of Montreal March 2010 - August 2011
Libro Financial Group March 2007 - February 2010
Skills
Bank of..., Libro Financial..., Wells Fargo-Senior..., Wells Fargo-Senior..., Wells Fargo-Senior..., MCAP 2011-2012, Credit, Business Development, Loans, Mortgage Lending, Business Planning, Customer Service, Finance, Credit Analysis, Management, Investments, Financial Services, Mutual Funds
Education
Conestoga College 1988 — 1990
Business Administration and Management, General
Conestoga College
Business, Management, Marketing, and Related Support Services
St. Mary's High School- Kitchener-Waterloo
Lynda Aloi's Bank of Montreal Experience November 2011 - August 2012
Job Oral Interpreter at Cegep du VieuxMontreal
Industry Public Relations and Communications
Experience
Cegep du Vieux-Montreal January 2010 - Present
Bank of Montreal November 2011 - August 2012
Unilight September 2005 - August 2007
Skills
Banking, Microsoft Office, Customer Service, Project Management, Microsoft Excel, Coaching, French, PowerPoint, Microsoft Word, Risk Management, Relationship Management, Designs, Industrial Design
Education
Dawson College 2001 — 2005
DEC, Industrial and Product Design
Cegep du Vieux-Montreal January 2010 - Present
Bank of Montreal November 2011 - August 2012
Unilight September 2005 - August 2007
Skills
Banking, Microsoft Office, Customer Service, Project Management, Microsoft Excel, Coaching, French, PowerPoint, Microsoft Word, Risk Management, Relationship Management, Designs, Industrial Design
Education
Dawson College 2001 — 2005
DEC, Industrial and Product Design
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