Bank of Montreal
Industry: Business bank
DescriptionThe Bank of Montreal, doing business as BMO Financial Group, is a Canadian multinational investment bank and financial services company headquartered in Montreal, Canada. Headquarters: Montreal, Canada CEO: Darryl White (1 Nov 2017–) Revenue: 21.79 billion CAD (2017) Subsidiaries: BMO Harris Bank, BMO Capital Markets,
Bank of Montreal List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of Montreal. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of Montreal Employees
Bank of Montreal January 2014 - Present
Education
Dickinson College 2007 — 2011
B.A.
Ketchum Trading, LLC. May 2012 - Present
R Project February 2002 - Present
Debian July 1995 - Present
NA October 2011 - April 2012
Simplex Investments May 2011 - August 2011
Wolverine Trading September 2008 - April 2011
Jump Trading, LLC February 2006 - July 2008
Citadel Investment Group January 2005 - January 2006
Bank of America March 2002 - January 2005
Bank of Montreal April 1998 - February 2002
Skills
R, S-Plus, C++, C, Quantitative Research, Quantitative Finance, Quantitative Analysis, Quantitative Trading, High Frequency Trading, Data Analysis, Econometrics, Numerical Modeling, Numerical Analysis, Monte Carlo Simulation, Machine Learning, Risk Management, Market Risk, Unix Shell Scripting, Unix, Unix Administration, High Performance..., SQL, Matlab, Python, Perl, MPI, Quantitative Analytics, Time Series Analysis, Statistics, Portfolio Optimization, Quantitative Investing, Derivatives, Algorithms, Data Mining, Mathematical Modeling, Statistical Modeling, Trading, Interest Rate..., LaTeX, Proprietary Trading, Options, Marathon, Programming Languages
Education
EHESS - Ecole des Hautes Etudes en Sciences Sociales 1992 — 1997
Ph.D., Financial Econometrics
EHESS - Ecole des Hautes Etudes en Sciences Sociales 1991 — 1992
M.A., Math Econ and Econometrics
Karlsruhe Institute of Technology (KIT) 1987 — 1992
M.Sc., Industrial Engineering (Comp.Sci./OR)
The Northern Trust Company 1996 - Present
Citibank 1995 - 1996
Bank of Montreal 1991 - 1996
Skills
Defined Benefit, defined contribution, 401k, Investment Products, New Business Development, Alternative Investments, Multinational, Global Strategy, Defined Contribution, Investments, Series 7, Asset Allocation, Portfolio Management, Securities, Mutual Funds, Asset Management, CRM, Wealth Management, Investment Management, Hedge Funds, Risk Management
Education
DePauw University 1983 — 1987
BA, Economics
Nanzan University 1986 — 1986
Japanese language and art history
RBC Capital Markets September 2013 - Present
Bank of Montreal October 2011 - October 2012
UBS Wealth Management January 2008 - February 2011
UBS Investment Bank January 2004 - December 2007
UBS Investment Bank January 2002 - December 2003
UBS Investment Bank March 2000 - December 2001
CITIC Ka Wah Bank April 1997 - February 2000
Skills
PMP, Requirements Analysis, Project Implementation, Deliverables, Banking, Project Plans, Risk, Change Management, Business Analysis, Project Planning, Integration, Business Requirements, Testing, User Acceptance Testing, Change, Analysis, SWIFT, SWIFT payments, Test Planning, SharePoint, PMO, SDLC, Project Delivery, Software Project..., IT Strategy, Vendor Management, Project Portfolio..., Derivatives, Financial Risk
Education
The University of Western Ontario 1994 — 1996
Bachelor of Science, Computer Science
George Brown College 1992 — 1994
Honors Diploma in Business, Information System
Bank of Montreal July 2010 - Present
Independent Contractor 2006 - July 2010
Unxvision eSolutions Inc. - Div. of Univision Strategic Fundraising 2005 - 2006
Univision Strategic Fundraising 2004 - 2005
Miller Thomson LLP 2001 - 2004
Nedbank 1995 - 1998
Nedbank 1991 - 1993
Skills
Fundraising, Proposal Writing, Program Management, Non-profits, Marketing Strategy, Marketing Communications, Strategic Partnerships, Partner Management, Email Marketing, Product Marketing, Direct Marketing, Nonprofits, Digital Marketing, Customer Acquisition, Credit Cards, Grant Writing, Contract Negotiation, Development of..., Sponsorship Activation, Cause Marketing, Marketing, Business Development, Media Relations
Education
University of KwaZulu-Natal 1988 — 1990
B.A., English and Psychology
George Brown College 2008 — 2010
Certificate, Fundraising and Volunteer Management
George Brown College
Social Media Marketing Certificate - in Progress, Fundraising & Volunteer Management
Right To Play January 2015 - Present
Right To Play July 2013 - January 2015
Right To Play International December 2009 - July 2013
Right To Play UK June 2009 - November 2009
Bank of Montreal January 2008 - January 2009
Toronto Blue Jays April 2003 - October 2007
Skills
Event Management, Fundraising, Customer Service, Teamwork, Community Outreach, Marketing, Administration, Volunteer Management
Education
Jönköping University 2007 — 2007
Student Exchange Program - International Business focus
Ryerson University 2005 — 2007
Bachelor of Commerce, Marketing Management
George Brown College 2002 — 2005
Ontario Advanced Diploma, Business Administration Marketing
Dynacare October 2013 - Present
CareerNiche April 2013 - January 2014
Gamma-Dynacare Medical Laboratories August 2007 - October 2013
Bank of Montreal 2004 - 2007
Skills
Training, Change Management, Leadership, Team Building, Training Delivery, Process Improvement, Employee Relations, Coaching, Customer Service, Team Leadership, Operations Management, Employee Training, Performance Management, Project Management, Leadership Development, Organizational..., Onboarding, Management, Teamwork, Vendor Management, Talent Management, Employee Engagement, Recruiting
Education
Fanshawe College 2011 — 2013
Project Management, Professional Writing, Organizational Behaviour
Medix 2006 — 2007
Medical Lab Assistant
Platinion North America - a Company of the Boston Consulting Group (BCG) July 2014 - Present
Decision Point Partners October 2012 - July 2014
Informa Investment Solutions, Inc. June 2011 - October 2012
Morgan Stanley Smith Barney February 2000 - June 2011
Citigroup 1996 - 2000
Citi January 1993 - January 1997
First Union Corporation January 1990 - January 1993
Bank of Montreal January 1983 - January 1990
Skills
FINRA Series 7 & 66, Completed FA UHNW..., Training, Financial Analysis, Consulting, FINRA, Business Development, Project Management, Series 7, Alternative Investments, Financial Risk..., Wealth Management..., Wealth Management, Investments, Asset Management, Strategy, Mutual Funds, CRM, Series 63, Capital Markets, Financial Advisory, Asset Allocation, Fixed Income, Separately Managed..., Series 24, Financial Services, Investment Advisory, Securities, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Equities, Investment Strategies, Wealth, Financial Risk, ETFs, Retirement Planning, Bonds, Finance, High Net Worth..., Relationship Management, Private Banking, Financial Planning
Education
Fairleigh Dickinson University
BS Accounting, Accounting
FINRA Series 7 & 66
Scotch Plains-Fanwood HS
Ministry of Forests, Lands and Natural Resource Operations May 2012 - Present
Ministry of Forests, Lands and Natural Resource Operations May 2011 - Present
RIVER FISHING SAFETY WORKING GROUP December 2011 - February 2014
1-888-burnt-out? February 2011 - March 2011
Prospera Credit Union 2004 - 2009
Prospera Credit Union 1998 - 2004
Four Corners Community Savings 1997 - 1998
G&F Financial Group 1996 - 1997
Bank of Montreal October 1981 - September 1995
Skills
Team Building, Employee Relations, Credit, Compliance, Mutual Funds, Business Process, Retail, Organizational..., Performance Management, Coaching, Change Management, Banking, Leadership Development, Customer Relations, Loans, Hiring, Customer Service, Strategic Planning, Mentoring, Credit Risk, Mortgage, Negotiation, Policy, Team Leadership, Inventory Management, Credit Analysis, Budgeting, Orientation, Commercial Banking, Labor Relations, HR Strategy, Benefits Administration, Benefits, HR Policies, Employment Law, Compensation, Mortgage Lending, Business Development, Operations Management
Education
Institute of Canadian Bankers Association 1999 — 2000
Mutual Funds
Certified General Accountants 1977 — 1979
Certified General Accountants (CGA)
Douglas College 1970 — 1972
Sciences
CSI - Canadian Securities Institute
Canadian Securities Course
Internal Courses - Prospera Credit Union
Finance
Internal Courses - Bank of Montreal
Finance and Banking
Geminare Inc February 2008 - Present
Agora Consulting Partners Inc October 2003 - Present
Patterson Data Services Inc March 1999 - Present
Arnold Interactive July 2006 - January 2007
Bank of Montreal August 2005 - July 2006
Toronto Board of Trade March 2004 - February 2005
Sage Information Consultants 1999 - 2002
ObjectArts December 1994 - February 1999
Skills
SharePoint, Microsoft SQL Server, Web Services, SQL, ASP.NET, C# 4.0, HTML, Windows Scripting, Windows Services, Database Design, VB.NET, Servers, TFS, Software Development, Business Intelligence, SSIS, C#, Databases, T-SQL, Integration, WCF, Solution Architecture, Analysis, .NET, Microsoft Exchange, Architectures, Requirements Analysis, Troubleshooting, SOA, Web Applications, SSRS, VBScript, IIS, Visual Studio, XML, Web Development, Enterprise Architecture, Scrum, Consulting, Visio, Programming, Windows, jQuery
Education
Fanshawe College 1992 — 1994
Computer Programmer, Technology
Canadian Tire Corporation February 2015 - Present
Canadian Tire Corporation January 2012 - Present
The BCI 2010 - 2014
Canadian Tire Corporation September 2009 - January 2012
Canadian Tire Corporation April 2009 - September 2009
Bank of Montreal May 2007 - April 2009
Skills
IT Audit, Change Management, Exercises, Contingency Planning, Business Continuity..., Emergency Management, Risk Analysis, Risk Assessment, Program Management, Business Analysis, Risk Management, Operational Risk..., Disaster Recovery, Business Continuity, Incident Management, Business Resilience, Crisis Management, Vendor Management, Information Security..., Financial Risk, Project Planning, Project Management, Enterprise Risk..., Process Improvement
Education
University of Toronto 2011 — 2013
Certificate, Enterprise Risk Management
George Brown College 2007 — 2009
Certificate, Business Continuity Planning
Ryerson University 1999 — 2003
B.Comm, Finance, Accounting
Bank of Montreal October 2010 - Present
Colliers International July 2003 - October 2010
Just Ladies Fitness 2001 - 2003
Sport Chek 1999 - 2001
Skills
Corporate Real Estate, Market Research, Social Media Marketing, Lease Administration, Financial Analysis, Market Analysis, Investments, Real Estate, Property Management, Sales, Disposition, Marketing
Education
Douglas College 1999 — 2003
Diploma, Marketing Management
St. Patrick's Regional Secondary 1994 — 1999
High School Diploma
RBC Royal Bank September 2010 - Present
Bank of Montreal December 1999 - September 2010
Skills
Mortgage Lending, Credit Analysis, Banking, Loans, Lines Of Credit, Residential Mortgages, Consumer Lending, Relationship Management, Small Business Lending, Refinance, Cross Selling, Portfolio Management, Financial Services, Credit Cards, Mutual Funds, Mortgage Banking, Investments, Branch Banking, Finance, Debt Consolidation, Fixed Income, Financial Markets
Education
Fanshawe College 1998 — 2000
Financial Services
The University of Western Ontario 1996 — 1998
Linguistics
BMO Harris Bank April 2013 - Present
BMO Harris Bank January 2012 - March 2013
Harris Bank September 2006 - January 2012
Bank of Montreal April 1997 - September 2006
Mizuho Corporation (fka Dai-Ichi Kangyo Bank Chicago Branch) March 1987 - March 1997
Westpac 1985 - 1987
Bank of America NA (fka Continental Illinois National Bank & Trust Co of Illinois) 1981 - 1985
Skills
Commercial Lending, Banking, Financial Analysis, Cash Management, Financial Services, Credit, Commercial Banking, Loans, Small Business Lending, Risk Management, Finance, Investments, Credit Analysis, Strategic Financial..., Underwriting, Portfolio Management, Treasury Management, Analysis, Financial Structuring, Consumer Lending, Credit Risk, Cross Selling
Education
Saint Xavier University 1982 — 1985
MBA, Financial Management
Dominican University 1976 — 1980
BA, Communications & Business Admin
BMO Financial Group September 2013 - Present
Bank of Montreal August 2011 - Present
Bell Canada May 2010 - August 2011
Bell Canada May 2008 - March 2010
A.D Travel January 2007 - June 2007
Skills
Management, Sales, Analysis, Customer Service, Banking, Investments, Customer Retention, Equities, Trading, Mutual Funds, Customer Experience, Databases, Financial Analysis
Education
Canadian Securities Institute 2013 — 2014
Personal Financial Planner (PFP®), Wealth Management, Financial Planner
Université du Québec à Montréal 2007 — 2010
Bachelor of Business Administration (B.B.A.), In Finance
École des sciences de la gestion (ESG UQAM) 2007 — 2010
Bachelor's Degree, Finance, General
KPMG LLP September 2002 - Present
The Bank of N.T. Butterfield & Son Limited August 2000 - September 2002
Bank of Montreal April 1996 - August 2000
Harris Bank January 1998 - June 2000
AGF Management 1991 - 1993
Skills
CISA, IT Strategy, Governance, Enterprise Risk..., Information Security, Information Security..., SAS70, Management Consulting, Program Management, Security, Sarbanes-Oxley Act, Information Technology, Telecommunications, IT Management, Internal Audit, Business Process, Business Process..., Identity Management, Risk Assessment, Risk Management, Disaster Recovery, Training, Business Intelligence, ISO 27001, Management, Business Continuity, COBIT, Leadership, IT Project & Program..., CISSP, Computer Security, PCI DSS, Security Audits, Innovation, Business Strategy, Business Transformation, Business Process..., PMO, COSO, Penetration Testing, Project Portfolio..., CISM, Data Privacy, Computer Forensics, Business Continuity..., IT Transformation, Vulnerability Assessment, Operational Risk..., Enterprise Architecture, Shared Services
Education
East Carolina University
Bachelor of Science (BSc), Education and Technology
Mohawk College 1990 — 1992
Associates, Information Technology and Business
CIBC May 2013 - Present
Bank of Montreal January 2011 - April 2013
BMO Financial Group April 2007 - October 2010
Skills
Risk Management, Financial Risk, Portfolio Management, Mortgage Lending, Strategic Financial..., Investments, Financial Reporting, Equities, Refinance, Finance, Management, Wealth Management, Mutual Funds, Banking, Credit, Credit Analysis, Financial Analysis, Real Estate, Loans
Education
George Brown College 2003 — 2007
BAB, Accounting
Francis Libermann
PepsiCo June 2014 - Present
Cara Operations July 2012 - June 2014
Cara Operations September 2011 - July 2012
Cara Operations September 2010 - September 2011
RBC Dominion Securities April 2007 - August 2009
Bank of Montreal April 2006 - August 2006
Skills
Market Research, Social Media, Marketing Strategy, Marketing Communications, Marketing Research, Business Analysis, Competitive Analysis, Brand Management, Sales, Integrated Marketing, Marketing Management, Digital Marketing, Customer Insight, Marketing
Education
Queen's University 2006 — 2010
Bachelor of Commerce (B.Com.)
ESSEC - ESSEC Business School 2009 — 2009
OT 2002 — 2006
FemFab Canada May 2009 - Present
Regional Municipality of Durham January 2008 - Present
Bank of Montreal 2004 - 2008
Skills
Research, Compliance, Policy, Customer Service, Strategic Planning, Management, Auditing, Government, Investments, Training, Time Management, Team Building, Public Relations, Leadership, Event Planning, Coaching
Education
George Brown College 1993 — 1995
Graphic Sign Design & Production
BMO Engineering - RGW Consulting March 2014 - Present
Loblaw Companies Limited June 2011 - April 2013
Loblaw Companies Limited April 2009 - February 2011
FM Global November 2008 - January 2009
Resolve Corporation April 2008 - August 2008
Xtranet Training January 2008 - March 2008
Bank of Montreal November 2005 - October 2006
Bank of Montreal December 2002 - October 2005
GGOF July 2001 - November 2002
Guardian Capital Group October 1999 - June 2001
Skills
ITIL, Integration, CRM, Program Management, IT Service Management, Strategy, Vendor Management, SDLC, IT Strategy, Information Technology, Change Management, Team Building, Project Delivery, Business Analysis, Operations Management, Cross-functional Team..., Process Improvement, Project Management, SharePoint, Technical Support, Leadership, IT Outsourcing, Management, Business Process..., Training, Software Documentation, Employee Training, Infrastructure, Consulting, IT Management, IT Operations, Team Leadership, VMware, Security, IT Infrastructure..., Disaster Recovery, PMP, Project Portfolio..., Incident Management, Visio, Business Process
Education
Fleming College
Electro-Mechanical Technology, Engineering, Computer Science
Fleming College
Law Offices of Patrick J. Clifford 2004 - Present
University of Guelph/Humber 2004 - Present
Digital Fairway Corporation 2006 - 2009
Acklands-Grainger 1998 - 2003
Bank of Montreal 1996 - 1997
Skills
Mergers, Due Diligence, Employee Relations, Employment Law, Legal Assistance, Corporate Law, Dispute Resolution, Social Media, Negotiation, Policy Analysis, Corporate Governance, Legal Advice, Teaching, Legal Writing, Mediation, Legal Research, Intellectual Property
Education
DePaul University
Bachelor of Science, Commerce
Gonzaga University - School of Business Administration
M.B.A.
Gonzaga University School of Law
Juris Doctorate
Our Lady Help of Christians
University of Ottawa / Université d'Ottawa
LL.B, Law
G8 Research Group November 2012 - June 2013
University of Toronto September 2011 - April 2013
Rabba Marche March 2009 - July 2010
Ministry of the Attorney General 2008 - 2008
Bank of Montreal 2007 - 2007
St. Felix Centre 2006 - 2006
Skills
Research, Microsoft Office, Excel, PowerPoint, Non-profits, Writing, Political Science, Fundraising, Teamwork, Community Outreach, Public Speaking, Editing, Event Planning
Education
University of Toronto 2009 — 2013
Honours Bachelor of Arts, Political Science / Contemporary Asian Studies
Fudan University 2010 — 2011
Certificate, Chinese Language
Bank of Tokyo-Mitsubishi UFJ, Ltd. November 2011 - Present
Bank of Montreal 2010 - 2011
BNP Paribas, Chicago, IL 2004 - 2009
Banc One Capital Markets Inc., Chicago, IL 1998 - 2004
Wachovia Securities, Inc., Atlanta, GA 2000 - 2000
Banc One Capital Markets Inc., Chicago, IL 1998 - 2000
Pennsylvania College of Technology, Williamsport, PA 1995 - 1998
Pennsylvania Merchant Group, Ltd., Philadelphia, PA 1992 - 1994
Skills
Capital Structure, DCM, Corporations, Capital Markets, Corporate Finance, Credit Analysis, Investment Banking, Banking, Credit Risk, Portfolio Management, Financial Modeling, Commercial Banking, Credit, Securities, Financial Analysis, Risk Management, Financial Markets, Derivatives, Equities, Fixed Income, Finance, Investments, Analysis, Management, Bonds
Education
Northwestern University - Kellogg School of Management
Women's Director Development Program
Duquesne University School of Law 1983 — 1987
Juris Doctorate, Tax Law
University of Miami - School of Business 1980 — 1981
MBA, Finance
University of Miami 1977 — 1980
BA, Communications, Journalism
Bank of Montreal August 2014 - Present
Kellenberg Memorial High School August 2008 - August 2013
Bear Stearns 1994 - 2008
Skills
Team Leadership, Tutoring, Customer Service, Sports, Higher Education, Event Planning, Business Strategy, Nonprofits, Coaching, Editing, Leadership, Asset Management, Derivatives, Trading, Risk Management, Bloomberg, Securities, Series 7
Education
Fairfield University 1983 — 1987
Bachelor's degree, Finance and Financial Management Services
Chaminade High School 1979 — 1983
Chaminade High School Diploma
Columbia Friend Fairfield Gus
Calamos Wealth Management 2013 - Present
The Northern Trust February 2005 - November 2013
Bank One 2002 - 2005
PetroCosm 2000 - 2002
Bank of Montreal 1996 - 2000
Skills
Corporate Finance, High-Level Relationship..., Global Business..., Corporate Development, Corporate Lending, Credit Assessment, RAROC, Credit Analysis, Cash Flow Lending, Project Finance, International Sales, Investment Banking, Syndications, Loan Structuring, Term Sheets, Wealth Management, Mergers, DCF, IRR, Private Wealth..., NPV, CAPM, Joint Ventures, International Finance, New Business Development, Strategic Partnerships, Finance, Wealth Management..., Banking, Financial Structuring, Mergers & Acquisitions, Credit, Strategic Financial..., Financial Services, Capital Markets, Trading, Portfolio Management, Investment Management, Relationship Management, Securities, Private Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance AND Mgmt. of Information Systems
Illinois Institute of Technology
BA with Honors, Analytical Chemistry
Marian Catholic
Marian Catholic
Bank of Montreal April 2006 - January 2014
Canadian Imperial Bank of Commerce April 2002 - September 2005
TD Bank Financial Group May 1980 - April 2002
Skills
Retail Banking, Banking, Change Management, Financial Analysis, Strategy, Financial Services, Commercial Lending, Consumer Lending, Commercial Banking, Credit, Vendor Management, Relationship Management, Business Process..., Business Strategy, Loans, Retail, Credit Cards, Mortgage Lending, Management Consulting, Financial Risk
Education
Durham College 1977 — 1980
Business, Marketing
Quantrom Ltd. September 2014 - Present
Airbnb July 2014 - Present
Financial Services Executive February 2013 - Present
CIBC World Markets April 2010 - January 2013
ING Investment Management October 2007 - July 2009
BNY Asset Management August 2006 - September 2007
Bank of Montreal November 1990 - February 2005
Skills
Relationship Management, Fixed Income, Derivatives, Portfolio Management, Alternative Investments, Equities, Capital Markets, Mutual Funds, Asset Allocation, Qualifying Prospects, Structured Products, Investments, Client Retention..., Cross Selling, Public Speaking, Distribution Strategies, Product & Sales Training, Business Development, Organization, Social Skills, Product Management, FX Options, Communication, Investment Banking, Strategy, Financial Management..., Bloomberg, Hedge Funds, Financial Markets, Investment Management, Securities, Finance, Bonds, Series 7, Asset Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
McGill University
BA, Economics & Political Science
Moneris Solutions March 2012 - Present
First Data Commercial Services October 2010 - March 2012
First Data Corporation March 2010 - January 2011
The Bradford Group November 2009 - August 2010
Indigo June 2007 - September 2009
Bank of Montreal September 2008 - April 2009
3M September 2007 - December 2007
Sprucewood Shores Estate Winery January 2006 - April 2007
TD Bank July 2006 - December 2006
Skills
Customer Service, Sales, Market Research, Project Management, Marketing, Time Management, Sales Management, Customer Satisfaction, Banking, Team Leadership, CRM, Finance, Leadership, Call Centers, Management
Education
George Brown College 2010 — 2011
Networking Administation, Information Technology
Fanshawe College 2007 — 2008
Post-Graduate Certificate, Marketing Management
St. Clair College 2002 — 2006
Ontario College Diploma, Business Marketing
University of Windsor 2002 — 2006
Bachelor of Commerce, Business Administration
Bank of Montreal December 2005 - Present
Greenfoot Global Technologies April 2011 - May 2012
Prospera Financial 2001 - 2003
TD Canada Trust 1990 - 2000
Skills
Portfolio Management, Corporate Finance, Mutual Funds, Investments, Credit, Customer Service, Marketing, Team Building, Coaching, Advertising
Education
Douglas College
Sprott Shaw College
West-end Worship Centre January 1998 - December 2009
Sentillion February 2006 - June 2007
Bank of Montreal October 2004 - May 2005
University Health Network 2000 - 2004
St. Joseph's Health Centre, Toronto August 1989 - February 2000
Education
Loyalist College 2003 — 2004
ITIL, IT Service Management
York University - Schulich School of Business 2000 — 2004
Masters Certificate, Project Management
Nortel Networks 1998 — 2000
Certification, Telecommunication System Administration
DeVry Institute of Technology 1997 — 1999
Local Area Network
University of Guelph 1994 — 1998
B.Sc., Biological Sciences
Megaphone TV July 2014 - Present
Kabuk October 2013 - July 2014
Kobo Inc. 2009 - October 2013
Indigo Books & Music March 2007 - December 2009
Indigo Book & Music Inc March 2007 - December 2009
MenuPalace.com September 2005 - March 2007
Staples Business Depot 2002 - 2005
Bank of Montreal October 2001 - January 2002
GeniSoft Publishing 1999 - 2001
Electric Bean 1996 - 1999
Skills
AngularJS, User Experience, User Interface Design, User Interface, CSS, JavaScript, Information Architecture, Web Development, Web Design, Agile Methodologies, HTML 5, AJAX, Usability, jQuery, Software Design, HTML, Interaction Design, E-commerce, Dreamweaver, XHTML, Git, Illustrator, Photoshop, SASS, SCSS, API, HTML5, SproutCore, Prototype, HAML
Education
Western University 1994 — 1995
Fanshawe College
Empowered Networks September 2010 - Present
H.L Pearce Enterprises Inc. June 2005 - September 2010
Sun Microsystems/Professional Services August 2001 - April 2005
Sun Microsystems/North America Sales Organization March 1999 - July 2001
Antares Alliance Group April 1997 - March 1999
Antares Alliance Group March 1991 - March 1997
Imperial Oil Ltd. 1987 - 1991
Royal Bank of Canada April 1985 - August 1987
Bank of Montreal September 1981 - March 1985
Canadian Forces June 1980 - August 1981
Skills
Professional Services, Business Development, Software Engineering, Contract Negotiation, Cloud Computing, Enterprise Software, SaaS, Virtualization, Pre-sales, ITIL, Storage, Solaris, Solution Architecture, Program Management, IT Service Management, Integration, VMware, CRM, Enterprise Architecture, Unix, Disaster Recovery, Telecommunications, Operating Systems, High Availability, Data Center, EMC Smarts, Management, Databases, Software Development, IT Management, Consulting, Leadership, Solution Selling
Education
George Brown College 1978 — 1980
Business
Watt's the Word Communications January 2013 - Present
RBC Investor & Treasury Services April 2014 - April 2015
BMO Financial Group August 2011 - May 2012
Bank of Montreal January 2001 - August 2011
Universal Music Group October 1985 - January 1999
Skills
Internal Communications, Strategic Communications, Editing, Microsoft Office, Adobe Acrobat, Newsletters, Business Partner..., Press Releases, Photoshop, Corporate Communications, Media Relations, Strategy, Creative Writing, Change Management, Building Relationships
Education
Durham College
Continuing Education: Social Media and Society, PowerPoint, Excel
Fanshawe College
Music Industry Arts, Recorded Music Production
University of Guelph
Completed two years of four-year program, Environmental Biology
York Mills Collegiate
Monitor Deloitte August 2015 - Present
REACH December 2013 - Present
Deloitte South Africa August 2013 - September 2013
Monitor Deloitte May 2013 - August 2013
Bank of Montreal April 2011 - November 2012
Deloitte Canada March 2012 - March 2012
DECA Ontario September 2009 - June 2010
Skills
Customer Experience, Cash Handling, Team Leadership, Educational Leadership, Microsoft Office, Mac OS X, Creative Problem Solving, Analytics, Communication, Strategic Thinking, Written & Oral..., OS X, Market Research, Financial Modeling, Sales, Time Management, Management Consulting, Financial Analysis, Teamwork, Analysis, Strategy, Leadership, Microsoft Excel
Education
Schulich School of Business 2010 — 2014
IBBA, International Business Administration
ESADE Business School 2013 — 2013
International Bachelor of Business Administration, Bussiness Administration
Robert Bateman High School 2006 — 2010
90+ average consistently
University of Havana
Certificate, Advanced Level Spanish Language, 5/5
First Asset May 2013 - Present
Renmark Financial Communications April 2011 - April 2013
BMO Nesbitt Burns October 2010 - February 2011
Bank of Montreal March 2007 - January 2009
JB Finishing May 2007 - September 2007
Skills
Strategic Financial..., Banking, Microsoft Office, QuickBooks, HTML, Microsoft Excel, Training, Customer Service, Investments, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Business Development, Account Management, Marketing, Finance, Management, Strategy, Marketing Strategy, Sales, Financial Planning
Education
Canadian Securities Institute 2007 — 2009
Certificate, CSC
George Brown College 2005 — 2009
Advanced Diploma, Business Administration
Notre Dame Secondary School 2000 — 2004
OSSD
TD Bank (Wealth Management Technology Solutions) January 2014 - Present
TD Bank, TD Insurance (Life & Health Technology) September 2012 - Present
BROADRIDGE FINANCIAL SOLUTIONS (ADP) July 2008 - September 2012
BMO Capital Markets May 2007 - May 2008
Shoppers Drug Mart August 2006 - January 2007
Bank of Montreal August 2005 - August 2006
IBM CANADA LTD February 2005 - July 2005
CIBC November 2001 - December 2004
Centennial College February 2001 - October 2001
Manulife Financial May 2000 - August 2000
Skills
7 years working..., 4 years working..., 11 years knowledge and..., Unix, Disaster Recovery, SDLC, SQL, Business Requirements, Vendor Management, Data Migration, Integration, ITIL, Requirements Analysis, Production Support, VMware, Troubleshooting, Testing, Trading Systems, Working Experience, Customer Service, Software Documentation, Networking, Active Directory, Databases
Education
DeVry University 1993 — 1996
B.Sc, Electronics Engineering Technology
Ryerson Polytechnical University
Seneca College of Applied Arts and Technology
New Century Capital Partners January 2014 - Present
Arete Wealth Advisors January 2010 - Present
Creative Health Capital January 2002 - December 2013
Wachovia Securities December 1999 - January 2002
Bank of Montreal August 1997 - December 1999
Skills
Due Diligence, Private Equity, Financial Modeling, Mergers, Valuation, Capital Structure, Debt & Equity Capital..., Healthcare Banking, Wealth Management..., Mergers & Acquisitions, Capital Markets, Financial Structuring, Venture Capital, Private Placements, Corporate Finance, Corporate Development, Capital, Investment Banking
Education
DePauw University 1993 — 1997
BA, Economics
BMO Financial Group September 2014 - Present
BMO Financial Group July 2013 - September 2014
BMO Financial Group December 2010 - January 2014
Training Pirates January 2010 - December 2012
Bank of Montreal June 2010 - December 2010
Summit Learning Centres September 2008 - August 2009
Tricon Capital Group Inc May 2006 - September 2008
Walker Elementary School July 2004 - June 2005
Skills
Curriculum Development, Instructional Design, E-learning, Adult Education, PowerPoint, Instructional Technology, Online Training, Mac, ADDIE, E-learning Development, Educational Technology, e-textbooks, E-Learning, Distance Learning, Blended Learning, Training, Instructor-led Training, Learning Management, Captivate, Learning Management..., Curriculum Design, Training Delivery, Needs Analysis, Leadership Development, Staff Development, Content Development, Leadership, Multimedia, SharePoint, Teaching, Camtasia, Technical Writing, Performance Consulting, Workshop Facilitation, Organizational Learning, Moodle, Technology Integration, Teacher Training
Education
Full Sail University 2009 — 2010
Master of Science (M.S.), Education Media Design and Technology
University of Central Florida 2002 — 2004
Bachelor of Science (B.S.), Art Education
BMO Financial Group July 2013 - Present
Bank of Montreal August 2010 - July 2013
Bank of Montreal August 2009 - 2010
Bank of Montreal May 2008 - September 2008
Bank of Montreal April 2003 - May 2007
Sea Jewels September 2001 - September 2005
Glebe House School September 2004 - June 2005
Skills
Loans, Investments, Banking, Residential Mortgages, Program Facilitation, Financial Planning, Coaching, Strategic Financial..., Portfolio Management, Credit, Finance, Mortgage Lending, Relationship Management, Credit Risk, Leadership, Retail Banking, Financial Analysis, Credit Analysis, Sales, Financial Services, Management, Equities, Mutual Funds, Risk Management, Customer Satisfaction, Commercial Lending, Wealth Management, Customer Service, Consumer Lending, Financial Advisory, Financial Risk, Retirement Planning, Strategy
Education
Queen's University 2012 — 2013
MBA
The University of Western Ontario - King's University College 2005 — 2009
Bachelor of Management and Organizational Studies, Honors, Psychology and Management
Dongbei University of Finance and Economics 2006 — 2006
Organizational Behaviour
Saunders SS 2000 — 2004
OSSD
The Mortgage Centre - Your Mortgage Your Way August 2014 - Present
Centum One Financial Group Inc. May 2014 - July 2014
Bank of Montreal March 2010 - May 2014
MB Direct Inc. (Centum One Financial) August 2008 - December 2009
Robert Half, Accountemps August 2007 - August 2008
MortgageBrokers.com April 2007 - August 2008
CIBC E-Mortgages November 2004 - October 2006
CIBC Mortgages & Lending Retention October 2003 - November 2004
CIBC Imperial Services July 2001 - May 2003
CIBC Investors Services January 2000 - July 2001
Skills
Debt Consolidation, Mortgage Lending, Loans, Investments, Financial Risk, Residential Mortgages, Refinance, Credit, Banking, Commercial Mortgages, Mortgage Underwriting, Credit Analysis, Strategic Financial..., Certified Mortgage..., Home Equity Lines of..., Customer Service, Mutual Funds, Home Equity, Training, Portfolio Management, Referrals, Reverse Mortgages, Management, Negotiation, Wealth Management, Financial Planning, Consumer Lending, Sales, Investment Properties
Education
George Brown College 2000 — 2001
Financial Planning and Services
Canadian Securities Institute
CSC, CPH, PFP, DFC, OLC, BMC
Seneca College
Mortgage Agent & Mortgage Broker Certification, Financial Planning and Services
Bank Of Montreal March 2005 - Present
Skills
Mortgage Lending, Credit, Branch Banking, Investments, Relationship Management, Customer Service, Leadership, Time Management, Coaching Staff, Banking, Residential Mortgages, Wealth Management, Retail Banking, Lines Of Credit, Commercial Banking, Assisting First Time...
Education
Durham College 2000 — 2004
Certificate In Financial Planning, Financial Planning and Services
Vincent Girls' High Schhol In Sri Lanka 1969 — 1981
BMO Financial Group July 2013 - Present
Bank of Montreal January 2013 - July 2013
bank of montreal July 2000 - July 2012
Bank of Montreal September 1980 - July 2012
Skills
Technical Communication, Technical Documentation, Technical Writing, Software Documentation, Visio, Training Documentation, Documentations, RoboHelp, FrameMaker, SnagIt, Manuals, Adobe Acrobat, Content Management, Captivate, Document Management, Information Architecture, Desktop Publishing, Information Design, SharePoint
Education
George Brown College 2003 — 2005
Technical Communicator
Ryerson University 2001 — 2003
Computers Studies, SAS
BMO Financial Group September 2013 - Present
Dynamic Tours Inc. October 2013 - March 2015
Bank of Montreal April 2013 - October 2013
BMO Bank of Montreal March 2013 - October 2013
Bank of Montreal March 2012 - March 2013
Outside In Greenery Designs May 2011 - November 2012
London Housing Registry September 2011 - March 2012
The University of Waterloo September 2010 - December 2010
Haldimand County April 2009 - September 2009
Skills
Graphic Design, Urban Planning, Adobe Creative Suite, GIS, Microsoft Office, Mentoring, Social Networking, Photography, Qualitative Research, Teamwork, Business Writing
Education
Fanshawe College 2011 — 2012
Business Entrepreneurship/Graphic Design
University of Iowa 2010 — 2011
India Winterim Study Abroad
University of Waterloo 2007 — 2011
BES, Urban Planning
Henry's School of Imaging 2010 — 2010
Photography
Multos International 2011 - Present
Bank of Montreal 2009 - 2011
Bank of Montreal 2005 - 2009
Bank of Montreal 2002 - 2005
Bank of Montreal 1998 - 2001
Bell Sygma (now CGI) 1996 - 1998
Skills
Credit Cards, Business Analysis, Change Management, Payments, Channel, Project Management
Education
Duke Fuqua School of Business
Executive Program, Telecommunications Industry Management
Université de Montréal
MSc., Economics
TD June 2014 - Present
BMO August 2012 - June 2014
Bank of Montreal January 2012 - March 2013
Bank of Montreal June 2008 - January 2012
Bank of Montreal MasterCard, Lending Services / New Accounts October 2005 - June 2008
Bank of Montreal Mastercard November 2001 - October 2005
Bank of Montreal July 2000 - November 2001
Skills
Risk Management, Credit Risk, Credit Analysis, Call Center, Predictive Dialers, Dialer Management, Collections, Coaching, Mentoring, Problem Solving, Communication, Risk Assessment, Risk Analytics, Time Management, Team Leadership, Performance Planning, Customer Service, Risk Models, Portfolio Management, Portfolio Risk, Credit, TSYS, FICO DM8, TRIAD, Call Centers, Banking, Business Process..., Management, Financial Services
Education
BMO Financial Group Institute For Learning 2010 — 2011
Management Leadership Learning System (MLLS) Foundations of Managerial Leadership Stream
George Brown College
Business Marketing
London Life July 2015 - Present
London Life July 2015 - Present
London Life Insurance / Great-West Lifeco Inc March 2013 - Present
London life / Great-West Lifeco Inc June 2012 - Present
Big Brothers Big Sisters of London and Area June 2010 - June 2012
Christine Romard PMP April 2009 - 2012
PMI Southwestern Ontario Chapter August 2010 - September 2011
Dove Dental Centres 2004 - 2008
Bank of Montreal 1982 - 2003
Skills
Project Management, Business Process..., Business Process, Telecommunications, Leadership, Management, Training, Call Centers, Human Resources, Business Analysis, Program Management, Project Portfolio..., PMO, PMP, Vendor Management, Process Improvement, Risk Management, Project Planning, Integration
Education
Fanshawe College
Business Accounting
The University of Western Ontario
Business
RBC Royal Bank October 2009 - Present
McMaster University September 2013 - August 2014
Algorithmics November 2007 - October 2009
University of Leicester June 2009 - June 2009
Wachovia Bank August 2004 - July 2007
University of North Carolina at Charlotte September 2006 - December 2006
University of Toronto July 2000 - December 2005
TD Bank May 2002 - July 2004
Bank of Montreal March 1997 - April 2002
RiskLab, University of Toronto May 1996 - March 1997
Skills
Financial Modeling, Credit Risk, Equities, Financial Risk, Risk Management, Capital Markets, Derivatives, Market Risk, Quantitative Analytics, Quantitative Finance, Credit Derivatives
Education
Dnipropetrovs'kij Nacional'nij Universitet 1986 — 1989
PhD, Mathematics
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1976 — 1981
MsC, Mathematics
Bank of Montreal January 2009 - Present
Bank of Montreal November 2004 - December 2008
Bank of Montreal May 1996 - June 1998
Skills
Refinance, First Time Home Buyers, Home, Mortgage, Cash Flow, Investment Properties, New Immigrant & Non..., Switch Mortgage for FREE, Mortgage Lending, Debt Consolidation, Residential Mortgages, Certified Mortgage..., Commercial Mortgages, Credit, Home Equity Lines of..., Mortgage Underwriting, Real Estate Financing, Strategic Financial..., Credit Risk, Real Estate, Lines Of Credit, Financial Services, Loans, Construction Loans, Credit Analysis, Commercial Lending, Consumer Lending, Financial Planning
Education
Canadian Security Institute 2003 — 2003
PFP, Professional Financial Planning
Devi Ahilya Vishwavidyalaya 1987 — 1989
Bachelor of Arts Honours, Economics, Philosophy
Professional development achievements, Key workshops and Training seminars
BMO Financial Group October 2014 - Present
BMO Capital Markets December 2010 - October 2014
CFA Institute December 2009 - June 2011
BMO Financial Group June 2009 - December 2010
Bank of Montreal August 2003 - August 2007
Universite de Sherbrooke April 2003 - August 2003
Skills
Commercial Banking, Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Banking, Mergers, Investment Banking, Capital Markets, Risk Management, Credit, Mergers & Acquisitions, Finance, Investments, Analysis, Financial Services, Financial Risk, Leadership, Due Diligence
Education
Fudan University 2007 — 2009
MBA, International MBA
IE (Instituto de Empresa) 2008 — 2008
MBA
Université de Sherbrooke 2000 — 2003
BAA, Business Administration, concentration in management
Jarden Consumer Solutions April 2014 - Present
Jarden Consumer Solutions December 2006 - April 2014
Dell July 2006 - December 2006
Applica Inc ( Now Spectrum Brands) January 2005 - July 2006
Tropical Tobacco March 2003 - January 2005
CTI Direct March 2002 - March 2003
ENITEL August 2000 - March 2002
Esna Tech June 1996 - August 2000
Bank of Montreal 1988 - 1990
Skills
CTI, Wireless, Product Development, Forecasting, Program Management, Pricing, Marketing Strategy, Supply Chain, Market Research, Solution Selling, Product Launch, Management, Telecommunications, Product Management, Team Leadership, Business Analysis, Cross-functional Team..., Sales Operations, Business Development, Analysis, Budgets, Competitive Analysis, Marketing, Sales, Purchasing, Retail, Process Improvement, Strategic Planning, Consumer Products
Education
Florida Atlantic University 2012 — 2014
MAC, Master of Accounting
INCAE Business School 2000 — 2001
MBA, Business Administration
York University 1994 — 1998
Bachelors, Admin Studies
Universidad Autónoma de Centro América 1982 — 1986
Bachelor of Science (BSc), Information Systems A.B.D.
Color Ink August 2015 - Present
Federal Heath Sign Company LLC April 2012 - August 2015
Rockin' Mommas January 2013 - January 2015
Wildtree Herbs, Inc. August 2013 - 2014
Bank of Montreal February 2010 - January 2012
Bank of Montreal February 2010 - January 2012
BMO Harris Bank 2008 - 2011
Great Northern Corporation January 2008 - January 2010
Converting Solutions, Inc. June 2006 - March 2008
Gallagher Corporation 2008 - 2008
Skills
Microsoft Office, Project Management, Customer Service, Sales, Marketing, Microsoft Excel, Customer Satisfaction, Die Cutting, Estimating, Highly personable, Laminating, New Business Development, Account Management, Conflict Resolution, Customer Experience, Inventory Management, Sales Management, Event Planning, Salesforce.com, Outlook, Lotus Notes, Purchasing, Strategic Planning, Personal Development, CRC Estimating Software, Social Media, Packaging, POP Displays, Digital Printing, Public Speaking, Mounting, Retail Displays, Window Displays, Customer Retention, Administrative Work, Outside Sales, Personal Banking, Social Networking, Business Networking, Social Networking Sites, Social Media Marketing, Strategy, Program Management, Market Research, Project Planning, Leadership, Team Building, Training, Advertising, Marketing Strategy
Education
Gateway Technical College 2000 — 2002
Associates; Sales, Marketing / Business
University of Wisconsin-Parkside
BS, Communications
Mary D Bradford 1996 — 2000
Somers Elementary
SAP September 2014 - Present
IBM Canada Ltd. May 2013 - September 2013
Corning Incorporated May 2012 - September 2012
Eli Lilly and Company 2011 - 2011
Investment Society, University of Toronto June 2010 - August 2010
Sobeys April 2007 - August 2010
Investment Society, University of Toronto January 2009 - May 2010
Eli Lilly and Company 2010 - 2010
Bank of Montreal February 2008 - June 2008
Education
European Business School Oestrich-Winkel 2011 — 2013
Bachelors of Science (Honours), International Business & Strategy
Goodman School of Business at Brock University 2010 — 2013
Bachelors of Business Administration (Honours), International Business & Strategy
Metlife January 2012 - Present
MetLife January 2005 - December 2011
Bank of Montreal January 2000 - January 2005
EY January 1995 - January 2000
Continental Insurance Company January 1993 - January 1995
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Audit, Portfolio Management, Financial Forecasting, Trend Forecasting, Project Management, Process Improvement, Operating Efficiencies
Education
Fordham University 1999 — 2004
Masters Degree; MBA, Business Administration; Finance
Temple University 1989 — 1993
Bachelors Degree, Business Administration (BBA); Finance and Marketing
RBC May 2014 - Present
Marks & Associates Mortgage Brokers Inc. November 2013 - May 2014
Dominion Lending Centers Great Lakes March 2012 - November 2013
Bank of Montreal December 2010 - August 2011
CitiFinancial August 2008 - June 2010
CitiFinancial September 2007 - August 2008
CitiFinancial Canada February 2006 - September 2007
CitiFinancial August 2005 - February 2006
Citi Commerce Solutions December 2004 - August 2005
Skills
Credit, Mortgage Lending, Residential Mortgages, Investments, Banking, Underwriting, Commercial Mortgages, Home Equity Lines of..., Mutual Funds, Refinance, Strategic Financial..., Insurance, Retail Banking, Debt Management, Customer Service, Credit Analysis, Wealth Management, Construction Loans, Debt Consolidation, Mortgage Servicing, Real Estate, Finance, First Time Home Buyers, Investment Properties, Timely Decision Making, Close Attention to..., Resourceful..., Thorough Research, Portfolio Management, Certified Mortgage..., Real Estate Financing, Mortgage Banking, Mortgage Underwriting, Funding, Lines Of Credit, Loan Origination, Rates, Mortgage Marketing, Reverse Mortgages, Second Mortgages, Home Equity Loans, Commercial Lending, Financial Advisory, Savings, Financial Services, Retirement Planning, Referrals, Wealth, Consumer Lending
Education
REMIC 2011 — 2012
Mortgage License
Fanshawe College 1998 — 2001
Culinary Management
Access Search, Inc. February 2012 - Present
Access Search, Inc. February 2012 - December 2013
Barclays Capital September 2010 - October 2011
Bank of Montreal July 2009 - September 2010
BlackRock June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Advanced Excel, Advanced Powerpoint, Microsoft Office, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Analysis, Recruiting, Financial Analysis, Management, Finance, Strategy, Mergers & Acquisitions, Auditing, Microsoft Excel, Corporate Recruiting, Banking, Graduate Recruitment, College Recruiting, Kindness, Accounting, PowerPoint
Education
DePauw University 2005 — 2009
Bachelor of Arts '09, Economics
RBC July 2015 - Present
Homestay Connection January 2003 - Present
Royal Bank of Canada February 2012 - July 2015
Bank of Montreal November 2006 - February 2012
CIBC World Markets August 2003 - May 2006
Contour Telecom 2000 - 2003
Itaú Unibanco 1997 - 2000
Skills
Software Development, SDLC, Requirements Gathering, Microsoft SQL Server, PL/SQL, Requirements Analysis, WCF, Team Leadership, Leadership, Systems Analysis, UML, Software Project..., Business Analysis, Enterprise Architecture, Databases, Web Services, SOA, Visio, Data Modeling, Coaching, SQL, Integration, User Acceptance Testing, Object Oriented Design, Oracle, Business Process, SharePoint, SQL Server, XML, Management, Solution Architecture, Business Intelligence, TOGAF, Agile Project Management, Project Management, Agile Methodologies, .NET
Education
University of Toronto 2010 — 2012
Leadership Essentials Certificate
University of Toronto 2006 — 2008
Post-Graduated Studies
Faculdade de Tecnologia de São Paulo 1994 — 1999
Computer Science
Treasury Board Secretariat Senior Financial ConsultantMinistry of Municipal Affairs and HousingOctober 2014 - Present
ON Ministry of Health and Long-Term Care April 2012 - October 2013
Ministry of Finance May 2009 - April 2012
Certified General Accountant July 2007 - October 2010
Bank of Montreal November 2005 - July 2007
Merril Lynch Canada October 2001 - September 2002
Francis Wacziarg group of Companies June 1995 - May 2001
Blue Star limited 1989 - 1990
Skills
Member of Toastmasters, Tax, Financial Modeling, Internal Controls, Finance, Financial Analysis, Financial Accounting, Financial Reporting, Internal Audit, Accounting, Account Reconciliation, Budgets, Analysis, Auditing, Managerial Finance, Leadership, Risk Management, Consolidation, Financial Planning, Corporate Finance, Government, Policy, Strategic Planning, Process Improvement
Education
Certified General Accountants of Ontario 2004 — 2005
CGA
Michigan Accountancy Board 2002 — 2003
CPA, Financial Accounting, Auditing, Taxation and Business Laws
Institute of Company Secretaries of India 1988 — 1992
CS, Corporate Governance
Institute Of Chartered Accountants of India 1987 — 1992
CA, Accounting and Finance
Delhi University 1987 — 1990
B.Com (Hons.), Financial Accounting, Cost Accounting, Economics, Management
London Drugs October 2010 - Present
Bank of Montreal July 2007 - September 2011
Skills
Customer Service, Sales, Sales Management, Teamwork, Customer Satisfaction, Recruiting, Time Management, Store Management, Retail, Visual Merchandising, Merchandising, Customer Experience, Retail Sales, Inventory Control, Loss Prevention, Banking
Education
Durham College
Robert Half Technology April 2014 - Present
Klimczak Software & Consulting Services, Inc. April 1996 - Present
The Northern Trust Company May 2013 - July 2013
PepsiCo November 2008 - November 2011
Northern Trust September 2006 - June 2008
CCH October 2005 - September 2006
The Northern Trust Company 2001 - 2005
Northern Trust March 2000 - December 2000
Bank of Montreal July 1999 - November 1999
Harris Bank April 1996 - May 1999
Skills
XML, Oracle, DB2, Weblogic, Microsoft SQL Server, Sybase, SDLC, JSP, Java, Web Services, Visio, Unix, Business Analysis, Enterprise Architecture, EJB, JMS, J2EE Application..., XSLT, Charles River IMS, COBOL, Integration, SharePoint, Databases, JDBC, MySQL, FIX, Documentum, Assembler, POS, EMV, JBoss Application Server, ISO8583
Education
DePaul University 1988 — 1989
Certificate, IT - CCP
Confidential (for now) August 2015 - Present
AndeanTechnologies November 2013 - Present
ChicagoLatinoTv October 2011 - Present
Bank of America August 2012 - August 2015
Bank of Montreal May 2012 - July 2012
The Northern Trust November 2011 - May 2012
Mercer Human Resource Consulting (Marsh & McLennan Companies) May 2010 - November 2011
CCC Information Services March 2008 - March 2010
Sungard Transaction Network June 2007 - February 2008
John Galt October 2002 - April 2007
Skills
Refactoring Techniques, Design Patterns, MVC, MVVM, Architectural Patterns, C#, WCF, LINQ, WPF, Sockets, ADO.NET, Entity Framework, Enterprise Library, CSLA, unity, Oracle SOA Suite, SOA, SOAP, IIS, CORBA, UML, J2EE, Java, JMS, MSMQ, Object Oriented Design, OOP, C, C++, MFC, Win32, Parallel Programming, Multithreading, Grid Computing, Hibernate, Infragistics, Telerik, CAB, .NET Remoting, XML, COM, Web Development, AJAX, Agile, SQL Server, SQL, TFS, T-SQL, CUDA, Python
Education
Northwestern University 2007 — 2009
MSIT, Information Technology
Escuela Politécnica del Ejército 1994 — 2000
bs, CS
PIMCO January 2012 - Present
Bank of Montreal November 2010 - December 2011
Texas Instruments May 2006 - December 2008
Skills
Business Analysis, Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Strategy, Risk Management, Fixed Income, Investments, Project Management, Competitive Analysis, Account Management, Pensions, Asset Allocation, Finance, Financial Services, Alternative Investments, Mutual Funds, Capital Markets, Requirements Analysis
Education
York University - Schulich School of Business 2009 — 2010
MBA, Finance
Georgia Institute of Technology 2005 — 2007
M.Sc., Electrical and Computer Engineering
Florida Institute of Technology 2000 — 2004
B.Sc, Electrical Engineering
Ideal Indian School
BMO Financial Group April 2014 - Present
Bank of Montreal May 2010 - April 2014
Bank of Montreal May 2009 - May 2010
Bank of Montreal 2007 - 2009
Bank of Montreal October 2003 - November 2007
Bank of Montreal 2002 - 2005
Skills
Banking, Retail Banking, Human Resources, Performance Management, Relationship Management, Change Management, Employee Engagement, Succession Planning, Workforce Planning, Onboarding, Organizational Design, Vendor Management, Talent Management, Deferred Compensation, HRIS
Education
Sheridan College 2009 — 2010
Certificate, Human Resources
Institute for Learning (BMO) 2007 — 2009
Project Management
George Brown College 1995 — 1997
Diploma, Management Accounting
Bank of Montreal April 2007 - Present
TD Financial Group October 2009 - January 2011
Bank of Montreal January 2003 - April 2007
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Credit Risk, Customer Service, Debt Consolidation, Investments, Lines Of Credit, Loans, Mortgage Lending, Mutual Funds, Refinance, Relationship Management, Residential Mortgages, Retail Banking
Education
Emporia State University
University of Kansas
JLL 2015 - Present
WSIB 2012 - 2015
Bank of Montreal 2010 - 2012
TD Bank Group 2008 - 2010
Aviva Canada 2006 - 2008
WSI Internet Consulting 2004 - 2006
Skills
Business Relationship..., Business Transformation, Project Management, Change Management, SDLC, Team Leadership, Strategic Planning, Strategy, Competitive Analysis, Cross-functional Team..., Requirements Analysis, Analysis, Project Planning, IT Strategy, Data Analysis, Leadership, Management, CRM, Management Consulting, Process Improvement, Business Strategy, Business Process, Training, Risk Management, Research, Budgets, Business Development, Analytics, Business Analysis, Vendor Management
Education
Drexel University 2000 — 2002
MBA, Management Information Systems (MIS)
Institute of Business Administration 1997 — 1998
MBA, Marketing
Government Commerce College 1993 — 1996
B.Com, Management
Great-West Financial December 2014 - Present
CSC - Computer Sciences Corporation February 2013 - August 2014
Bank of Montreal February 2011 - June 2012
SXC Health Solutions December 2008 - July 2010
Skills
Oracle PL/SQL..., SQL, Databases, Oracle, Software Development, Requirements Analysis, Data Warehousing, Unix
Education
DeVry Institute of Technology 2009 — 2012
Bachelor's degree, Computer Information Systems
Mackenzie Investments May 2013 - Present
Ministry of Transportation January 2013 - April 2013
Bank of Montreal November 2009 - November 2012
TELUS Communications February 2009 - November 2009
Rogers Communications February 2006 - February 2009
Skills
Integration, Oracle, Microsoft SQL Server, Test Management, System Integration..., SDLC, Waterfall, Requirements Analysis, DB2, SQL, Telecommunications, Test Execution, Test Design, Integration Testing, Quality Center, Test Automation, Business Requirements, Agile Methodologies, Business Analysis, Agile Testing, Performance Testing, Software Project..., Requirements Gathering, CRM, HP Quality Center
Education
Bank of Montreal Institute for Learning (IFL), Toronto 2001 — 2003
QA Training, QA Training
Escuela Colombiana de Ingeniería 'Julio Garavito' 1988 — 1994
Bachelor of Computer Science, IT
CompuCom Canada December 2013 - Present
BCT Networks October 2013 - December 2013
enhancedMedia.ca April 2011 - December 2013
Hallmark Cards Canada June 2002 - March 2009
Steelcase March 2001 - September 2001
Bank of Montreal June 1993 - January 1996
Skills
XHTML, HTML5, CSS, JavaScript, jQuery, PHP, phpMyAdmin, SQL, Flash Animation, Storyboarding, Web Design, Web Development, Adobe Creative Suite, Photoshop, Illustrator, Dreamweaver, Flash, Typography, Web Standards, Cross-browser..., Usability, CSS3, Linux, Front-end, Wordpress, HTML, User Interface Design, Windows, HTML 5, ActionScript, Visual Studio, Graphic Design, ASP.NET, Superior Computer Skills, Computer Building, Computer Hardware, Computer Diagnostics, Computer Security, Computer Maintenance, Computer Repair, Teamwork, Malware Analysis, Virus Removal, Novell Netware, Microsoft Office, Social Networking, Google Analytics, Encryption, File Management, Backup & Restore
Education
Durham College 2009 — 2011
Internet Applications and Web Development, 3.48 GPA (87%)
Toronto School of Business 1998 — 1999
Network Administration, 4.0 GPA (91%)
JRoss Retail Recruiters December 2014 - Present
Hay&Watson Chartered Accountants September 2011 - December 2013
INBENTA December 2010 - 2011
Bank of Montreal November 2008 - December 2010
Caja Mediterráneo September 2003 - December 2007
Caja Mediterráneo September 1998 - September 2003
The World Bank February 2001 - May 2001
Sanpaolo IMI September 1994 - September 1998
Skills
Banking, Customer Satisfaction, Financial Analysis, Team Management, Management, Customer Service, Investments, Leadership, Analysis, Finance, Accounting, Auditing, Time Management, Business Strategy, Risk Management, Team Leadership, Strategic Planning, Consulting, Internal Audit, Negotiation
Education
EADA Business School 2004 — 2005
Diploma Financial Management
Universitat Oberta de Catalunya 1999 — 2004
BACHELOR BUSINESS ADMINISTRATION, FINANCE AND MANAGEMENT
EADA Business School 2002 — 2003
Diploma Business Marketing
BMO Financial Group March 2015 - Present
Bank of Montreal September 2012 - Present
Bank of Montreal February 2010 - August 2012
BMO Financial Group July 2005 - February 2010
BMO Financial Group August 2001 - July 2005
Bank of Montreal April 1998 - August 2001
Olympia & York Properties Inc January 1995 - January 1996
AVH Communications (Ogilvy & Mather Advertising) January 1990 - January 1995
Skills
SharePoint, Content Management, Intranet, Information Architecture, Software Documentation, Social Media, Internal Communications, Business Analysis, Program Management, Corporate Communications, Change Management, Intranet Strategy, Management, Negotiation, SDLC, Information Management, Problem Solving, Analysis, Sharepoint 2013, Strategy, Project Management, Relationship Management
Education
University of Toronto 2005 — 2006
Certificate, Information Management
George Brown College 2001 — 2003
Certificate, Technical Communications
Niagara College 1985 — 1988
BRTV, Broadcasting - Radio, Television and Film
Valley Heights Secondary School 1979 — 1985
OSSHGD
BMO Financial Group March 2015 - Present
Bank of Montreal 2009 - Present
TD Canada Trust April 2007 - April 2009
TD Canada Trust February 2006 - April 2007
Skills
Mortgage Lending, Banking, Customer Service, Marketing, Insurance, Sales Process, Real Estate, Life Insurance, Credit, Mutual Funds, Credit Analysis, Investments, Residential Mortgages
Education
Fanshawe College 1999 — 2004
Marketing/Finance
Lambton College 2001 — 2003
Fire Science and Technology
Bank of Montreal July 2015 - Present
SunTrust Bank March 2013 - June 2015
The Accountware Group, Inc. 2004 - 2015
CBIZ June 2012 - March 2013
AUGME TECHNOLOGIES May 2011 - June 2012
AT&T December 2010 - August 2011
InComm March 2009 - November 2010
Skills
SOX, Compliance, Audit, Internal Controls, Internal Audit, IT Audit, SAS70, CISA, Auditing, Risk Management, Security, Risk, Enterprise Risk..., Risk Mitigation, Process Engineering, Process Improvement, Budgeting, Change Management, ERP, Vendor Management, Customer Relations, Strategic Planning, Program Management, Team Building, IT Governance, Financial Reporting, Accounting, Business Process..., Risk Assessment, Supply Chain, IT Management, Governance, Manufacturing, COSO, Financial Risk, Sarbanes-Oxley Act, Customer Service, COBIT, Information Technology, PMP
Education
Florida Atlantic University
MBA
Loran Fite & Associates January 2004 - Present
Miratech 2013 - 2015
AccountNow June 2012 - July 2013
News Corporation 2000 - 2004
Westpac Banking Corporation August 1993 - October 1999
Wells Fargo Bank 1985 - 1991
Bank of Montreal 1980 - 1984
Bank of Montreal 1974 - 1979
Skills
IT Operations, CRM, Management, Analytics, Outsourcing, Strategy, SDLC, Business Transformation, Management Consulting, Business Development, Security, Start-ups, Banking, Governance, Business Strategy, Telecommunications, IT Strategy, Mergers & Acquisitions, Customer Service, Project Management, Recruiting, Financial Services, Process Improvement, Information Technology, Project Portfolio..., Service Delivery, Product Management, Change Management, Business Process..., Vendor Management, Enterprise Architecture, Risk Management, Program Management, Strategic Partnerships, Project Delivery, Strategic Planning, Mergers, IT Management, Business Analysis, Leadership, Business Continuity, Stakeholder Management, Retail, Professional Services, Business Intelligence, Cross-functional Team..., Enterprise Software, Cloud Computing, Consulting, SaaS
Education
Stanford University Graduate School of Business 2001 — 2001
eCommerce Program
Stanford University Graduate School of Business 1999 — 1999
SEP, Stanford Executive Program
Drake University 1969 — 1973
BA, Sociology
Valeurs Mobilières Desjardins June 2014 - Present
Valeurs Mobilières Desjardins - Disnat September 2012 - May 2014
TMX Group (Bourse de Montréal) November 2009 - September 2012
Société Générale - Corporate Investment Banking February 2008 - October 2009
CGI - National Bank of Canada (Basel II Compliance) May 2006 - February 2008
CGI April 2005 - May 2006
mamma.com August 2000 - 2005
Bank of Montreal November 1997 - August 2000
Skills
Java Enterprise Edition, Financial Markets, Order Management, Trading Systems, Business Analysis, Functional Analysis, Software Design, Electronic Trading, Market Data, Software Project..., Agile Project Management, Options, UML, Trading, SOA, Agile Methodologies, Enterprise Architecture, Scrum, Derivatives, RUP
Education
HEC Montréal
MBA
École de technologie supérieure
Software Engineering
Tai & Associates Inc November 1998 - Present
Scotiabank July 2014 - January 2015
IT Connex December 2011 - September 2012
J&C Shepherd Holdings/GTARent2Own.ca November 2010 - March 2012
Prosthetics and Orthotics, Clinical program September 2005 - June 2008
Tai & Associates Inc December 2002 - April 2008
Strict but fair father December 2002 - August 2005
Bank of Montreal November 1998 - November 2002
IBM Canada May 1995 - November 1998
IBM Canada May 1995 - November 1998
Skills
SDLC, Project Management, Business Analysis, Program Management, Management, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Solution Architecture, IT Strategy, Business Requirements, Software Project..., Vendor Management, CRM, Rapid Application..., Workflow Management, HTML5, Collateral Management
Education
McGill University 1990 — 1992
Masters, Business Administration
Beijing University 1988 — 1990
Diploma, Foreign Language (Mandarin)
York University 1982 — 1986
Bachelor, Computer Science
George Brown College 2005 — 2008
Clinical Prosthetics and Orthotics, Medical Devices
VVS CAPITAL LLC 2007 - Present
FIG PARTNERS November 2012 - November 2014
SunTrust Robinson Humphrey 1999 - 2006
Bank of Montreal 1995 - 1999
BA Securities/Continental Bank 1992 - 1995
Continetal Illinois Bank and Trust Company 1988 - 1992
Continental Illinois Australia Ltd. 1987 - 1988
Continental Illinois Asia Ltd. 1985 - 1987
Skills
Mergers, Capital Markets, Private Equity, Mergers & Acquisitions, Start-ups, Financial Structuring, Securities, Strategy, Fixed Income, Loans, Equities, Investments, Banking, Private Placements, Entrepreneurship, Finance, Restructuring, Trading, Investment Banking, Management, Leveraged Finance, Portfolio Management, Emerging Markets, Bonds, Credit, CRM, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, International Business
DePauw University
B.A., History and English
PNC Capital Markets 2011 - Present
Barclays Capital 2009 - 2011
Citigroup 2000 - 2009
Bank of Montreal 1996 - 2000
JPMorgan Chase (formerly First Chicago) 1990 - 1996
General Motors 1984 - 1990
Skills
Trading Systems, FX Options, Derivatives, Capital Markets, Equities, Hedging, Options, Financial Markets, Back Office, Asset Managment, Foreign Exchange, Finance, Fixed Income, Asset Management, Currency, Structured Products
Education
University of Michigan
MBA
Duke University
BSE, Mechanical Engineering and Materials Science
Bank of Montreal June 2010 - Present
BMO July 2008 - May 2010
BMO December 2005 - July 2008
BMO October 2002 - November 2005
Mackenzie Investments October 2001 - March 2002
Skills
Credit, Fluent in English,..., Consumer Lending, Small Business Lending, Fraud security and..., Accounting
Education
McMaster University 1997 — 1999
Bachelor's degree, Economics
George Brown College 1995 — 1997
Diploma in Business Accounting, Accounting
East Los Angeles College 1990 — 1995
Raimondi College 1988 — 1993
High School
AT&T March 2007 - Present
Regulus Group 2002 - 2004
Bank of Montreal 2000 - 2004
LaSalle / ABNAMRO 1997 - 2000
Abbott Labs 1997 - 1998
Northern Trust Corporation 1979 - 1996
Northern Trust Bank 1979 - 1996
Skills
Business Analysis, Vendor Management, Risk Management, Change Management, Management, Process Improvement, Product Management, Leadership, Business Process..., Banking, Project Management, Cash Management, Strategic Planning, Strategy, Outsourcing
Education
DePaul University 1998 — 2001
Finance - Liberal Arts
George Brown College 2008 - Present
York University 2004 - November 2007
ING Direct 2001 - 2003
Petro Canada 2000 - 2000
TD Bank 1996 - 2000
Camco - GE Appliances 1993 - 1995
Strategy, The Canadian Marketing Report 1990 - 1993
Bank of Montreal 1984 - 1990
Kraft General Foods 1980 - 1984
Skills
Brand Development, Marketing Research, Strategic Planning, Marketing Strategy, Marketing Communications
Education
George Brown College 2008 — 2012
Culinary Certificate, April 2012, Culinary Arts & Healthy Culinary Arts
Queen's University 1974 — 1978
Honours Bachelor of Commerce, Marketing Major, Finance Minor
AIM Specialty Health May 2012 - Present
SMS September 2011 - May 2012
TRUSTMARK INSURANCE COMPANY January 1998 - November 2009
Trustmark Insurance January 1998 - January 2002
EXPERIAN (DIRECT MARKETING TECHNOLOGY) January 1995 - January 1998
Citicorp January 1993 - January 1995
Bank of Montreal January 1990 - January 1992
Bank of Montreal January 1986 - January 1992
Bank of Montreal January 1986 - January 1989
Education
DePaul University
B.S, Computer Science/Information Systems
American Express March 2014 - Present
American Express Global Prepaid November 2011 - Present
American Express Business Travel January 2008 - November 2011
CITIGROUP DINERS CLUB January 2005 - January 2008
NECHO, headquartered January 2004 - August 2004
Bank of Montreal January 2002 - January 2004
LEDGENT, headquartered October 2000 - October 2001
BUYWISE CLASSIFIED January 1998 - January 2000
American Express January 1988 - December 1993
American Express January 1983 - January 1988
Skills
Cards, B2B, Payments, Prepaid Cards, New Business Development, Sales Management, Credit Cards, Consultative Selling, Contract Negotiations, Negotiation, Debit Cards, Selling, Start-ups, Business Development, Strategic Partnerships, Management, Sales, Payment Systems, Relationship Management, Strategy, Contract Negotiation, Product Management
Education
Fairfield University 1971 — 1975
BA, Psychology
RBC June 2013 - Present
Bank of Nova Scotia May 2011 - May 2013
Bank of Montreal February 2008 - April 2011
The McGraw Hill Companies December 2003 - March 2007
GigaMedia Limited January 2001 - June 2001
Yam Digital Technology Co., Ltd December 1998 - December 2000
Great Master Information Inc. 1997 - 1999
Skills
JEE, Java, Enterprise Integration, SOA, Web Services, Databases, Transaction Processing, Vendor Management, Technology Leadership, Creative Problem Solving, Web Security, Mobile Solutions, Web Development, Solution Architecture, Java Enterprise Edition, Websphere, Ant, Oracle, Spring, Hibernate, UML, XML, Microsoft SQL Server, Web Applications, Business Intelligence, Integration, Weblogic, JavaScript, Architectures, Software Design, JSF, WebSphere, Architecture, WebLogic, Spring Framework
Education
University of Toronto 2011 — 2013
Certificate, Leadership Essentials
State University of New York at Stony Brook 2001 — 2003
Master, Computer Science
Fu Jen Catholic University
Bachalor, Statistics
Bank of Montreal 2013 - Present
Bank of Montreal April 2009 - Present
Skills
Business Analysis, Loans, Project Management, Management, User Acceptance Testing, Business Requirements, Credit, Requirements Gathering, Portfolio Management
Education
DePaul University
Liceum Kopernika w Warszawie
Liceum Kpernika w Warszawie
Liceum Kpernika w Warszawie
Securitas September 2013 - Present
Husky Injection Molding Systems July 2012 - September 2013
Nelson Education Ltd. July 2007 - May 2012
Bank Of Montreal June 2006 - December 2006
H² Technical Outsourcing July 2005 - June 2006
WorkGroup Designs Inc May 2002 - May 2005
Skills
Technical Support, Microsoft Exchange, Microsoft Office, Desktop Environment, Spiceworks, Adobe Creative Suite, SharePoint, Organization &..., Technical Presentations, Technical Documentation, Blackberry, Customer Service, Product Development, Problem Solving, Dell PowerEdge Servers, Dell Workstations, PBX, Windows 7, Windows System..., Active Directory, System Deployment, Inventory Management, Data Warehousing, AS400 Administration, Forefront, Remote Administration, Network Administration, Cost Savings Strategies, Software Development, Vendor Management, Order Management, IT Asset Management, Communication, Service Desk, Lotus Domino, Lotus Notes, Smartboard, Backup & Recovery..., Magellan, Telephony, Altiris, Centra, VoIP, Websphere, iPad, Domain Management, VPN, Firepass, Cisco VPN, Blackberry Enterprise...
Education
DeVry Institute of Technology 2000 — 2002
Information Technology Degree, Information Technology
Seneca College of Applied Arts and Technology 1995 — 1998
Visual Arts/Graphic Designs Diploma, Visual Arts/Graphic Designs
Brother Andre C.S.S. 1993 — 1994
High School Diploma, High School/Secondary Diploma Programs
Jean Vanier C.S.S. 1989 — 1992
High School Diploma
Thames Valley District School Board August 2015 - Present
AIM Health Group May 2012 - April 2014
AIM Health Group December 2009 - April 2012
AIM Health Group August 2008 - December 2009
Bank of Montreal July 1988 - November 1997
Skills
Healthcare, Healthcare Management, Hospitals, Office Management, Office Administration, Healthcare Information..., Customer Service, Medical Billing, Third Party Billing, Financial Reporting, Staff Scheduling, EMR, Medical Terminology, Employee Training, EMR Training, CPR Certified, Clinical Research
Education
Western University 2000 — 2004
Bachelor of Arts (BA), Major - English Minor - Psychology/Sociology
Lambton College 2007 — 2008
Medical Office Assistant
Fanshawe College 2000 — 2000
Developmental Services Worker, - completed Level 1
Bank of Montreal June 2009 - Present
Accenture March 2004 - June 2009
Avanade March 2004 - June 2009
Skills
Requirements Analysis, SharePoint, .NET, Disaster Recovery, Business Analysis, Software Development, SAP, Web Development, Data Modeling, Microsoft SQL Server, Enterprise Architecture, XML, SOA, SQL, Agile Methodologies, VB.NET, JavaScript, Software Project..., ASP.NET, SDLC, Integration, Web Services, Solution Architecture, C#, Software Design, Visual Studio
Education
Fudan University 1989 — 1993
Bachelor of Computer Science, Computer Science
Ann Barber Consulting 2001 - Present
Orange County Partnership 1996 - 2001
Fleet Bank 1992 - 1996
Bank of Montreal 1984 - 1992
Chase Manhattan Bank 1982 - 1984
Skills
Operations Improvement, Strategic Planning, Public Speaking, Public Relations, Management Consulting, Leadership, Small Business, Strategy, Start-ups, Leadership Development, Nonprofits, Fundraising, Business Strategy, Organizational..., Entrepreneurship, Business Development, Team Building, Event Planning, Community Outreach
Education
Fordham University - Graduate School of Business Administration 1982 — 1984
MBA, Finance and Financial Management Services
Shoppers Drug Mart April 2013 - Present
Sun Life Financial July 2011 - April 2013
Molson Coors Canada February 2011 - July 2011
Bank of Montreal October 2008 - February 2011
Canada Post March 2007 - September 2008
HSBC October 2005 - March 2007
HSBC March 2004 - October 2005
Skills
Account Management, Segmentation, Vendor Management, Direct Marketing, Sales
Education
George Brown College 2003 — 2004
Canadian Seurities Course
The University of Western Ontario 2000 — 2003
B.A., Psychology
Bank of Montreal July 2006 - Present
Visionary Integration Professionals (VIP) November 2004 - May 2006
JP Morgan Chase 2002 - 2004
Skills
DB2, Microsoft SQL Server, Access, T-SQL, SSIS, Sybase, Stored Procedures, Unix Shell Scripting, Visual Studio, Perl
Education
Fordham Gabelli School of Business
MBA, Finance
Manhattan College
BA, Psychology
Asian Human Services, Inc. June 2012 - Present
Minimal Inc. / Lunatik June 2014 - December 2014
C-level Executive Partners June 2003 - May 2014
Wells Fargo Advisors April 2010 - April 2011
Mizuho Securities USA Inc. June 2005 - June 2008
National Steel Car April 1999 - May 2003
HypoVereinsbank March 1997 - April 1999
Rabobank January 1996 - March 1997
Bank of Montreal September 1989 - December 1995
Bentley Industries June 1984 - September 1987
Skills
Corporate Finance, International Finance, Structured Finance, Personal Finance, Capital Budgeting, Working Capital..., Capital Structure, Leasing, Equipment Finance, Financial Accounting, Debt Structuring, Board Presentations, Corporate Partnerships, Strategic Planning, Private Placements, Private Equity, Wealth Management, Budgeting, Contract Negotiations, Bank Negotiations, Investment Banking, Commercial Banking, Financial Management, Budgets, Managerial Finance, Finance, Start-ups, Restructuring, Valuation, Negotiation
Education
Erasmus University Rotterdam 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1988 — 1988
International MBA Exchange Program
Harvard University 1980 — 1984
B.A., Economics
Newalliancemedia June 2012 - Present
Ubika Corporation January 2010 - April 2013
Walmart Canada March 2007 - September 2008
Bank of Montreal May 2006 - February 2007
Hewitt Associates March 2004 - January 2006
Himachal Futuristic Communication Ltd. March 2000 - 2002
Skills
Deferred Compensation, HR Policies, Human Resources, Personnel Management, Management
Education
Seneca College of Applied Arts and Technology 2003 — 2005
Post Diploma in Human Resource Management with Honors GPA 3.9/4.0 (President’s Honors List), Seneca
IIPM-Delhi 1996 — 1998
Post Graduate Diploma, Planning & Entrepreneurship
Mount Carmel 1976 — 1991
Delhi University
HRPAO
Certified Human Resource Professional (CHRP)
Queen Mary's Delhi
Sexiguru DirectorHSBC SecuritiesAugust 2000 - April 2008
HSBC 2003 - 2008
Dresdner 2003 - 2004
IntesaBCI 2000 - 2003
Bank of Montreal 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
MBA, Finance and International Business
Cathedral and John Connon School
Drew University
Bank of Montreal September 2010 - Present
BANK OF MONTREAL September 2010 - August 2011
EDS, an HP Company January 2003 - September 2009
Bank of America January 1993 - January 2003
Chicago Research Trading Group January 1989 - January 1993
Skills
Network Architecture, Data Center, WAN, Network Design, Vendor Management, System Deployment, Infrastructure, Service Delivery, IT Strategy, Networking, Switches, Cisco Technologies, IT Management, Project Planning, MPLS, Integration, Banking, Servers, CRM, ITIL, Routers, Visio, Process Improvement, TCP/IP, Project Portfolio..., Trading, Telecommunications, Mergers, Strategic Planning, VPN, Capital Markets, Outsourcing, OSPF, BGP, Change Management, Team Building, Troubleshooting, Six Sigma, Customer Service, Network Integration, Customer Relations, Budgeting, Deployment, Wireless, Architecture, Windows, IT Governance, Solution Design, CCNA, CCDA
Education
DePaul University
Bachelor of Arts, Business and Marketing
DePaul University
TD Bank August 2010 - Present
Bank of Montreal 2004 - 2006
Education
East China University of Science and Technology
Canadian Tire January 2015 - Present
Adastra December 2005 - Present
Citi January 2014 - December 2014
RSA December 2012 - December 2013
Shoppers Drug Mart February 2012 - October 2012
Bank of Montreal January 2006 - February 2012
Intact Financial Corporation January 2009 - April 2010
Tucows October 2005 - December 2005
TELUS May 2005 - July 2005
Equinox Datamatics Pvt. Ltd April 2004 - April 2005
Skills
Data Warehousing, Business Intelligence, Databases, ETL, SDLC, SQL, Software Development, Quality Assurance, Data Quality, Data Integration, DB2, Data Modeling, Unix, PL/SQL, Data Analysis, Test Management, Oracle, Database Design, Requirements Analysis, Project Management, Visual Basic, Visio, Unix Shell Scripting, Test Planning, Software Project..., Software Design, Embedded Systems, DBVisualizer, Linux, MySQL, PHP, Perl, Erwin, Toad 9.0, Data Marts, HTML, Java, JavaScript, GIS Application, C++, ClearCase, ClearQuest, AIX, Quality Center, Microstrategy, SQL S
Education
Drexel University 1988 — 1993
B.S.
Lyons Insurance Agency March 2006 - Present
Bank of Montreal July 2001 - February 2003
JPMorgan Chase June 1993 - June 2001
Skills
insurance sales, fx trading
Education
DePaul University 1989 — 1993
BS, Accounting
Summa Tech Systems May 2011 - Present
Starbucks November 2009 - May 2011
Ministry of Social Development and Economic Security August 1999 - February 2002
Bank of Montreal January 1999 - May 1999
Ministry of Human Resources June 1994 - July 1998
Ministry of Finance May 1993 - September 1993
BC Systems Corporation May 1992 - December 1992
Skills
Project Planning, Networking, Telecommunications, Program Management, Customer Service, Project Coordination, Event Planning, Help Desk Support, Supervisory Experience, Microsoft Excel, Microsoft Word, Supervisory Skills, Volunteer Management, ERP, SQL Server Management..., Volunteering, Sports Management, Planning & Organizing..., Project Rollouts, Epicor, DMT, User Documentation, Meeting Scheduling, Organization, Organizing Meetings, Sports, SharePoint
Education
Simon Fraser University 2012 — 2021
Business Administration
Simon Fraser University 2014 — 2014
Diploma, Applied Project Management
Simon Fraser University 1995 — 1996
Business Administration
Douglas College 1991 — 1994
Diploma, Computer Information Systems
CIBC April 2013 - Present
BMO December 2011 - December 2012
American Express February 2010 - September 2011
Broadstreet Data/Eli Lilly & Co. December 2009 - January 2010
Bank of Montreal October 2007 - November 2008
ICICI Bank January 2006 - June 2007
Ceridian July 2005 - October 2005
Eli Lilly May 2000 - November 2001
TELUS Communications December 1996 - June 1999
Skills
PL/SQL, SAS, Risk Management, Data Warehousing, Databases, SQL, Data Mining, Unix, SAS programming, ETL, Requirements Analysis, SAS Programming, Business Analysis
Education
Northern Alberta Institute of Technology 1988 — 1992
Diploma, Computer Science
Faculty of Management Studies - University of Delhi 1967 — 1969
M.B.A., Management
Northwestern University December 2012 - Present
Ohio University June 2011 - Present
Bank of Montreal July 2010 - Present
PolyScience February 2010 - July 2010
UIS Consultants June 2009 - February 2010
ITT Corporation March 1996 - March 2009
Synchro-start Products, Inc. October 1994 - March 1996
Northern Telecom / BNR 1990 - 1992
Skills
Six Sigma, Continuous Improvement, Project Management, Lean Manufacturing, Microsoft Excel, Data Analysis, Team Leadership, Process Improvement, Product Development, Product Innovation, Operations Management, Engineering, Manufacturing, Quality Assurance, Cross-functional Team..., Team Building, Program Management, Process Engineering, Supply Chain Management, Leadership, Management, MS Project, Project Planning, Engineering Management, Vendor Management, Quality Management, Analysis, Product Management, Testing, ERP, Business Process, Kaizen, Team Management, Training, Procurement, Budgets, DMAIC, Minitab, SharePoint, Business Planning, FMEA, Industrial Engineering, Strategic Planning, PMP, Visio, Root Cause Analysis, Integration, Design of Experiments, Product Design, 5S
Education
Northwestern University 2001 — 2004
M.S., Engineering Management
University of Illinois at Chicago 1996 — 1998
M.S., Mechanical Engineering
University of Illinois at Chicago 1989 — 1993
BS, Mechanical Engineering
Elgin Community College 1988 — 1989
Mechanical Drafting and Mechanical Drafting CAD/CADD
Bank of Montreal September 2010 - Present
Greenwich Associates September 2009 - September 2010
Skills
Financial Analysis, Credit Risk, Consulting, Financial Structuring, Commercial Banking, Portfolio Management, Credit, Mutual Funds, Financial Risk, Corporate Finance, Financial Services, Banking, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA), Strategy, Management
Dickinson College 2005 — 2009
BA, Psychology, Economics, International Business and Management
Rogers Communications February 2011 - Present
eHealth Ontario 2004 - 2011
Bank of Montreal 1998 - 2004
BMO Financial Group 1998 - 2004
Skills
Security Services, Information Security..., ISO 27001, Sherwood Applied..., Schulich School of..., Certified Information..., Certified in Risk and..., Certified Information..., ITIL Foundation..., Risk Management, Risk Assessment, Information Security, Enterprise Architecture, ITIL, CISSP, Security, Incident Management, Integration, Vulnerability Assessment, COBIT, PCI DSS, Security Architecture..., SDLC, VPN, IT Audit
Education
University of Toronto 2002 — 2007
BA, Economics
Durham College 1995 — 1998
Graphic Arts, Graphic Arts and Design
Hintz Household 2009 - Present
Harris Bank 1975 - 2009
Harris Bank - Bank of Montreal 1975 - 2009
Bank of Montreal 1975 - 2008
Skills
Credit, Commercial Banking, Banking, Loans, Commercial Lending, Real Estate, Small Business, Retail Banking, Consumer Lending
Education
DePaul University
BMO Financial Group December 2009 - Present
Bank of Montreal July 2008 - December 2009
BMO Financial Group June 2006 - July 2008
Turbo Promote Inc. Toronto April 2005 - April 2006
Volkswagen Villa May 2004 - August 2004
Future Shop May 2002 - January 2003
Grocery Gateway May 1999 - April 2000
Skills
Residential Mortgages, Mortgage Lending, Credit, Banking, Refinance, Debt Consolidation, Market Research, Marketing Strategy, Sales, Sales Management, Sales Operations, Sales Process, Operational Planning, Bilingual, Basketball Coaching, Certified Mortgage..., Mortgage Underwriting, Portfolio Management, Financial Services, Second Mortgages, Lines Of Credit, Home Equity Lines of..., Consumer Lending, Mortgage Servicing, Real Estate Financing
Education
George Brown College
Seneca College of Applied Arts and Technology
Bank of Montreal April 2009 - Present
Bank of Montreal September 2008 - April 2009
Bank of Montreal December 2006 - September 2008
Bank of Montreal January 2006 - December 2006
Skills
Fraud, Risk Management, Coaching
Education
George Brown College
In Progress, Canadian Payroll Practitioner
BMO Financial Group November 2012 - Present
Bank of Montreal - BMO Recruitment Network February 2012 - November 2012
Aon Hewitt January 2011 - February 2012
Bank of Montreal 2007 - 2010
Skills
Onboarding, Talent Management, Applicant Tracking..., Talent Acquisition, Sourcing
Education
Humber College 2011 — 2012
Project Management Certificate
George Brown College 2007 — 2009
Human Resource Management
CHRP
JPMorgan Chase September 2013 - Present
Bank of Montreal July 2012 - September 2013
Eventure Entertainment January 2009 - July 2012
ATeL Events September 2009 - May 2012
Bank of Montreal June 2011 - August 2011
Brody Realty Corp June 2009 - August 2009
Skills
Financial Modeling, Photoshop, Business Strategy, Microsoft Excel, Corporate Finance, Facebook, Real Estate, Market Research, Research, Social Media Marketing, Entrepreneurship, Financial Analysis, Investments, Investment Banking, Valuation, Equity Valuation, Private Equity, Due Diligence, Strategy, Capital Markets, Portfolio Management, Bloomberg, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Venture Consulting
Half Hollow Hills High School East 2004 — 2008
Mennonite Savings and Credit Union November 2008 - Present
Credit Bureau of St Thomas October 2003 - November 2008
ICS Courier August 2002 - August 2003
TRW April 1999 - July 2002
Bank of Montreal October 1971 - August 1998
Skills
Leadership, Event Planning, Data Entry, Microsoft Word, Agricultural Lending, Commercial Lending, Consumer Lending, Nonprofits, Sales Management, Mortgage Lending, Banking, Financial Analysis, Customer Service, Loans, Management, Business Planning, Team Leadership, Financial Risk, Team Building, Building Relationships, Performance Management, Coaching, Sales
Education
Fanshawe College
Tower Legal Staffing, Inc April 2011 - Present
MNS Solutions August 2009 - March 2010
Bank of Montreal August 2007 - December 2008
BNP Paribas November 2003 - July 2007
MortageIT March 2001 - February 2003
Darby & Darby LLP August 1999 - August 2000
Education
DeVry University 2007 — 2009
Bachelors, Technical Management
New York City College of Technology
Associate, Microcomputer Business Systems
Susan Blackburn October 2011 - Present
DowColumbia January 2010 - September 2011
First Baptist Church August 2004 - July 2006
Menasha Forest Products Corporation September 2000 - August 2002
Susan Blackburn January 2000 - September 2000
Frontier Resources, LLC / Pioneer Resources, LLC January 1998 - October 1999
Bank of Montreal September 1989 - January 1998
Bank One, Texas (formerly MBank Houston) June 1986 - September 1989
Skills
Transaction negotiations, Business Analysis, Team Building, Technology..., New Business Development, Marketing Strategy, Financing Solutions, Educating, Account Management, Customer Service, Marketing, Leadership, Strategic Planning, Sales Operations, Business Strategy, Business Development, Budgets, Contract Negotiation, Financial Analysis, Sales, CRM, Negotiation
Education
Duke University
BS, psychology
Multnomah University
Master's degree, ministry management
University of Houston
MBA, Finance
BMO Harris Private Banking June 2014 - Present
BMO/Harris December 2012 - Present
Bank of Montreal January 1998 - October 2002
Skills
Leadership, Finance, Management, Financial Analysis, Communication, Accounting, Strategy, Financial Planning, Process Improvement, Problem Solving, Financial Reporting
Education
Durham College 1974 — 1975
O'Neill CVI 1970 — 1973
Hunter Steel Sales November 2014 - April 2015
ThyssenKrupp Materials NA March 2012 - October 2014
ThyssenKrupp Materials NA March 2011 - February 2012
Signature Aluminum Canada November 2010 - February 2011
Signature Aluminum Canada February 2007 - October 2010
Bank of Montreal November 2000 - November 2003
Bank of Montreal October 1999 - October 2000
Skills
Dedicated to excellence..., Sales, Reliability, Communication, Skilled Multi-tasker, Organizational..., Research, Client Issue Resolution, Keyboard Skills, Quick Study, Customer Service, Direct Sales, Customer Satisfaction, Operations Management, New Business Development, Manufacturing, Pricing, 5S, Call Centers, Process Improvement, Sales Management, Management, Aluminum, Six Sigma, Auditing, Portfolio Management, Automotive, Lean Manufacturing, Purchasing, Continuous Improvement
Education
On Site - TKMNA, Concord, Ontario
Worker Health and Safety Awareness in 4 Steps (Province of Ontario)
On Site TKMNA, Concord, Ontario
Fire Extinguisher Training
Durham College
Educational Assistant Program
Sheridan College
Certificate in Human Resources Management, Personnel Management
Scotiabank November 2011 - Present
Bank of Montreal October 2010 - November 2011
PricewaterhouseCoopers August 2008 - October 2010
PricewaterhouseCoopers July 2007 - August 2008
Skills
Security, Vulnerability Management, Network Security, Information Security, IT Security Assessments, Web Application..., Software Development..., Process Improvement, Project Management, Program Implementation, Standards Development, Firewalls, SDLC, Information Security...
Education
Fleming College 2004 — 2007
Diploma, Computer Security & Investigations
St. Lawrence College 2002 — 2004
Diploma, Computers Technology
Integrated Paving Concepts December 2007 - Present
Mustang Survival Corporation September 2005 - January 2008
Mutual Financial Management December 2004 - November 2005
Bank of Montreal April 2002 - June 2004
Skills
Accounting, Financial Analysis, Forecasting, Leadership, Financial Reporting, Consolidation, Internal Audit, Variance Analysis, Finance, Accounts Payable, Account Reconciliation, GAAP, Management, Budgets, Business Planning, Financial Statements, IFRS, Auditing, Mergers & Acquisitions, Corporate Finance
Education
The University of British Columbia 2005 — 2007
Certified Management Accountant
Douglas College 2000 — 2004
Accounting
Douglas College
Certificate, Computer Information Systems
William Blair and Company May 2015 - Present
Bank of Montreal July 2011 - May 2015
Eli Lilly and Company June 2010 - August 2010
UBS Wealth Management October 2009 - December 2009
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Credit Analysis
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Independent Sales Representative April 2013 - Present
All-Nations Flag Co. Ltd. March 1989 - April 2013
Bank of Montreal 1984 - 1990
Skills
Flag and banner..., Custom sewing, Inventory Management, Purchasing, Product Development, Negotiation, Customer Relations, Customer Service, Home Textiles, Manufacturing, Textiles, Sourcing, Finishing
Education
Durham College
Certificate, Legal Administration
University of Toronto at Scarborough
Political Science and Government
Western Union Business Solutions August 2013 - Present
Canadian Homequity Bank November 2007 - September 2012
Bank of Montreal January 2004 - July 2007
RBC Dominion Securities March 1995 - August 2002
Skills
New Business Development, Sales Operations, Investments, Relationship Management, Sales, Marketing, Business Development, Account Management, Business Strategy, Sales Management, Strategic Planning, Marketing Strategy, Negotiation, Business Planning, Lead Generation, Solution Selling, Business Analysis, B2B
Education
Florida State University
The University of Winnipeg
First year, Psychology
Investia Financial Services Inc. September 2013 - Present
FINANCE EN MOUVEMENT/FINANCE IN MOTION July 2013 - Present
Banque Laurentienne October 2012 - July 2013
Banque Laurentienne September 2009 - October 2012
Bank of Montreal April 2005 - August 2009
RBC April 2003 - April 2005
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Wealth Management, Mortgage Lending, Banking, Investment Advisory, Financial Analysis, Financial Markets, Financial Planners, Finance, Credit, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
IQPF 2004 — 2005
Pl. Fin., Financial Planning and Services
CSI 2002 — 2003
CSC
École des sciences de la gestion (ESG UQAM) 1999 — 2003
B.A.A., Finance
Bank of Montreal
Skills
Retail Banking, Credit, Banking, Commercial Banking, Risk Management, Credit Risk, Financial Analysis, Portfolio Management, Financial Modeling, Business Analysis, Credit Analysis, Financial Services, Loans, Analysis, Capital Markets, Commercial Lending, KYC, Finance, Investments
Education
DePaul University 1985 — 1989
Bachelor of Science (B.S.), Commerce - Finance