BlueShore Financial
Industry: Financial services company
DescriptionBlueShore Financial is a credit union in Canada with over 40,000 clients and $4.9 billion in assets under administration. Headquarters: North Vancouver, Canada Number of employees: 340 CIO: Fred Cook Founded: 1941 SVP: Marni Johnson (Hr, Corporate Affairs) Subsidiaries: Blueshore Leasing Ltd.,
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BlueShore Financial Employees
Employee
Years
Job
Industry
Tracy Ouchi Tracy Ouchi's BlueShore Financial Experience October 2003 - Present
Job Business and Retail Account Specialist at BlueShore Financial
Industry Banking
Experience
BlueShore Financial October 2003 - Present
BlueShore Financial March 1998 - October 2003
BlueShore Financial February 1993 - March 1998
Skills
Loans, Banking, Credit, Credit Risk, Small Business Lending, Branch Banking, Retail Banking, Commercial Banking, Credit Analysis, Financial Services, Risk Management, Relationship Management
Education
Grant Macewan College 1983 — 1986
Business Administration
Jasper Place High School 1979 — 1982
BlueShore Financial October 2003 - Present
BlueShore Financial March 1998 - October 2003
BlueShore Financial February 1993 - March 1998
Skills
Loans, Banking, Credit, Credit Risk, Small Business Lending, Branch Banking, Retail Banking, Commercial Banking, Credit Analysis, Financial Services, Risk Management, Relationship Management
Education
Grant Macewan College 1983 — 1986
Business Administration
Jasper Place High School 1979 — 1982
Jarett Humphrey Jarett Humphrey's BlueShore Financial Experience May 2014 - April 2015
Job Credit Risk Specialist
Industry Banking
Experience
BlueShore Financial May 2014 - April 2015
BlueShore Financial May 2001 - May 2014
BlueShore Financial March 2001 - May 2001
Staples Business Depot 1999 - 2001
AIM Services Network 1999 - 2001
Save On Foods 1997 - 2001
Skills
Conflict Resolution, negotiation, Leadership, Risk Management, Collections, Branch Banking, Residential Mortgages, Computer Science, Accounting, Automotive, Investments, Commercial Lending, Banking, Consumer Lending, Commercial Banking, Financial Risk, Mortgage Lending, Refinance, Commercial Mortgages, Retail Banking, Credit, Loans, Commercial Leasing, credit risk managment
Education
British Columbia Institute of Technology 2003 — 2006
Accounting
Capilano College 1997 — 1999
Computer Programming
BlueShore Financial May 2014 - April 2015
BlueShore Financial May 2001 - May 2014
BlueShore Financial March 2001 - May 2001
Staples Business Depot 1999 - 2001
AIM Services Network 1999 - 2001
Save On Foods 1997 - 2001
Skills
Conflict Resolution, negotiation, Leadership, Risk Management, Collections, Branch Banking, Residential Mortgages, Computer Science, Accounting, Automotive, Investments, Commercial Lending, Banking, Consumer Lending, Commercial Banking, Financial Risk, Mortgage Lending, Refinance, Commercial Mortgages, Retail Banking, Credit, Loans, Commercial Leasing, credit risk managment
Education
British Columbia Institute of Technology 2003 — 2006
Accounting
Capilano College 1997 — 1999
Computer Programming
Abdulla Abdulla Abdulla Abdulla's BlueShore Financial Experience March 2008 - Present
Job Manager, Web Services at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial March 2008 - Present
Tourism BC 2003 - 2008
Tourism Vancouver January 1995 - November 2003
Skills
Web Analytics, Email Marketing, Web Services, Creative Direction, Usability, Information Architecture, Financial Services, Banking, User Experience, Business Analysis, Project Management, Google Analytics, Strategic Planning, Team Leadership, SEO, Marketing Communications, Social Media Marketing, Online Marketing, Digital Marketing
Education
Hertzing Institute
Business Systems Analysis and Computer Programming
Seneca College of Applied Arts and Technology
Diploma in Business Administration
BlueShore Financial March 2008 - Present
Tourism BC 2003 - 2008
Tourism Vancouver January 1995 - November 2003
Skills
Web Analytics, Email Marketing, Web Services, Creative Direction, Usability, Information Architecture, Financial Services, Banking, User Experience, Business Analysis, Project Management, Google Analytics, Strategic Planning, Team Leadership, SEO, Marketing Communications, Social Media Marketing, Online Marketing, Digital Marketing
Education
Hertzing Institute
Business Systems Analysis and Computer Programming
Seneca College of Applied Arts and Technology
Diploma in Business Administration
Alan Haigh's BlueShore Financial Experience March 2015 - Present
Job Assistant Vice President, Business at BlueShore Financial
Industry Banking
Experience
BlueShore Financial March 2015 - Present
North Vancouver Chamber of Commerce June 2010 - Present
BlueShore Financial October 2009 - February 2015
BlueShore Financial January 2005 - October 2009
TD Canada Trust January 1997 - January 2004
Skills
Forward Thinking and..., People Management, Coaching, Team-oriented, New Business Development, Leadership, Strategic Thinking, Innovative, Analytical Skills, Negotiation, Mentoring, Continuous Learning and..., Goal Oriented, Commercial Banking, Commercial Lending, Small Business, Management, Small Business Lending, Credit, Commercial Mortgages, Banking, Portfolio Management, Finance, Loans, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Mortgage Lending, Investment Advisory, Retirement Planning, Retail Banking, Cash Management, Residential Mortgages, Consumer Lending, Risk Management, Relationship Management, Estate Planning, Refinance, Financial Planners, Financial Planning
Education
University of Victoria 1995 — 1997
BA, Economics
Capilano University 1993 — 1994
General Arts
Financial Planners Standards Council
CFP
BlueShore Financial March 2015 - Present
North Vancouver Chamber of Commerce June 2010 - Present
BlueShore Financial October 2009 - February 2015
BlueShore Financial January 2005 - October 2009
TD Canada Trust January 1997 - January 2004
Skills
Forward Thinking and..., People Management, Coaching, Team-oriented, New Business Development, Leadership, Strategic Thinking, Innovative, Analytical Skills, Negotiation, Mentoring, Continuous Learning and..., Goal Oriented, Commercial Banking, Commercial Lending, Small Business, Management, Small Business Lending, Credit, Commercial Mortgages, Banking, Portfolio Management, Finance, Loans, Financial Services, Insurance, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Mortgage Lending, Investment Advisory, Retirement Planning, Retail Banking, Cash Management, Residential Mortgages, Consumer Lending, Risk Management, Relationship Management, Estate Planning, Refinance, Financial Planners, Financial Planning
Education
University of Victoria 1995 — 1997
BA, Economics
Capilano University 1993 — 1994
General Arts
Financial Planners Standards Council
CFP
Andreas Christopher Gunawan Andreas Christopher Gunawan's BlueShore Financial Experience May 2013 - December 2013
Job Technical Support Specialist
Industry Computer & Network Security
Experience
lululemon athletica May 2015 - Present
SLR Consulting December 2014 - February 2015
BlueShore Financial May 2013 - December 2013
Skills
Computer Hardware, PC building, Hardware, Public Speaking, Networking, Web Development, Technical Support, Inventory Management, IT Operations, C++ Language, Java, Visual Basic, Databases, System Integrators, Audiophile, Electronics Repair, Troubleshooting, Computers, Customer Service, Network Administration
Education
Langara College 2011 — 2014
Associate's degree, Computer Science Co-op
lululemon athletica May 2015 - Present
SLR Consulting December 2014 - February 2015
BlueShore Financial May 2013 - December 2013
Skills
Computer Hardware, PC building, Hardware, Public Speaking, Networking, Web Development, Technical Support, Inventory Management, IT Operations, C++ Language, Java, Visual Basic, Databases, System Integrators, Audiophile, Electronics Repair, Troubleshooting, Computers, Customer Service, Network Administration
Education
Langara College 2011 — 2014
Associate's degree, Computer Science Co-op
Lincoln Penner, BA CFP CIM's BlueShore Financial Experience July 2014 - Present
Job Manager Financial Services at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial July 2014 - Present
BlueShore Financial March 2012 - July 2014
HSBC Bank Canada February 2011 - March 2012
G&F Financial Group March 2010 - February 2011
HSBC Bank Canada March 2009 - August 2009
HSBC Bank Canada May 2008 - March 2009
HSBC Bank Canada January 2008 - May 2008
HSBC Bank Canada March 2007 - January 2008
Skills
Banking, Credit, Financial Planning, Asset Management, Mutual Funds, Team Leadership, Mentoring, Strategic Thinking, Investments, Strategic Financial..., Mortgage Lending, Wealth Management, Risk Management, Commercial Banking, Coaching, Management, Finance, Insurance, Retirement Planning, Securities, Retail Banking, Financial Services, Investment Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Credit Analysis, Wealth, Investment Strategies, Residential Mortgages, Consumer Lending, Relationship Management, Analysis, Loans, Credit Risk
Education
CFA Institute
Financial Analysis
Canadian Securities Institute 2007 — 2011
Wealth Management
The University of British Columbia 1999 — 2003
Bachelor, History
BlueShore Financial July 2014 - Present
BlueShore Financial March 2012 - July 2014
HSBC Bank Canada February 2011 - March 2012
G&F Financial Group March 2010 - February 2011
HSBC Bank Canada March 2009 - August 2009
HSBC Bank Canada May 2008 - March 2009
HSBC Bank Canada January 2008 - May 2008
HSBC Bank Canada March 2007 - January 2008
Skills
Banking, Credit, Financial Planning, Asset Management, Mutual Funds, Team Leadership, Mentoring, Strategic Thinking, Investments, Strategic Financial..., Mortgage Lending, Wealth Management, Risk Management, Commercial Banking, Coaching, Management, Finance, Insurance, Retirement Planning, Securities, Retail Banking, Financial Services, Investment Management, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Credit Analysis, Wealth, Investment Strategies, Residential Mortgages, Consumer Lending, Relationship Management, Analysis, Loans, Credit Risk
Education
CFA Institute
Financial Analysis
Canadian Securities Institute 2007 — 2011
Wealth Management
The University of British Columbia 1999 — 2003
Bachelor, History
Sophia Hesp's BlueShore Financial Experience June 2006 - November 2013
Job Administrative Assistant at Mollie Nye House
Industry Financial Services
Experience
Mollie Nye House October 2014 - Present
BlueShore Financial June 2006 - November 2013
Craftsman Collision July 2004 - July 2006
Skills
Outlook, Teaching, Windows, Creative Writing, Microsoft Office, Microsoft Excel, Research, English, Public Speaking, Microsoft Word, PowerPoint, Customer Service
Education
Simon Fraser University 1998 — 2003
Bachelor of Arts (B.A.), English
Argyle Secondary
Mollie Nye House October 2014 - Present
BlueShore Financial June 2006 - November 2013
Craftsman Collision July 2004 - July 2006
Skills
Outlook, Teaching, Windows, Creative Writing, Microsoft Office, Microsoft Excel, Research, English, Public Speaking, Microsoft Word, PowerPoint, Customer Service
Education
Simon Fraser University 1998 — 2003
Bachelor of Arts (B.A.), English
Argyle Secondary
Michael Mullen, CCP's BlueShore Financial Experience January 2014 - Present
Job Leasing Advisor with BlueShore Financial
Industry Banking
Experience
BlueShore Financial January 2014 - Present
BlueShore Financial February 2011 - September 2014
BlueShore Financial November 2002 - February 2011
Skills
Commercial Mortgages, Mortgage Lending, Retail Banking, Banking, Credit, Financial Services, Financial Analysis, Loans, Small Business, Commercial Lending, Credit Analysis, Strategic Financial..., Consumer Lending, Financial Advisory, Portfolio Management, Commercial Banking, Investments, Finance, Business Development, Residential Mortgages, Small Business Lending, Mutual Funds, Relationship Management, Credit Risk, Investment Advisory, Risk Management, Retirement Planning, Wealth Management, Branch Banking, Financial Risk
Education
Credit Institute Of Canada 2010 — 2013
Certified Credit Professional
Argyle
Capilano University
BlueShore Financial January 2014 - Present
BlueShore Financial February 2011 - September 2014
BlueShore Financial November 2002 - February 2011
Skills
Commercial Mortgages, Mortgage Lending, Retail Banking, Banking, Credit, Financial Services, Financial Analysis, Loans, Small Business, Commercial Lending, Credit Analysis, Strategic Financial..., Consumer Lending, Financial Advisory, Portfolio Management, Commercial Banking, Investments, Finance, Business Development, Residential Mortgages, Small Business Lending, Mutual Funds, Relationship Management, Credit Risk, Investment Advisory, Risk Management, Retirement Planning, Wealth Management, Branch Banking, Financial Risk
Education
Credit Institute Of Canada 2010 — 2013
Certified Credit Professional
Argyle
Capilano University
Jesse De Castro Jesse De Castro's BlueShore Financial Experience November 2014 - Present
Job Treasury Specialist at BlueShore Financial (the operating name of North Shore Credit Union)
Industry Banking
Experience
BlueShore Financial November 2014 - Present
BlueShore Financial September 2005 - November 2014
BlueShore Financial August 2003 - September 2005
BlueShore Financial July 2000 - August 2003
Skills
Interest Rate Risk..., Liquidity Management, Business Intelligence, Funds Transfer Pricing, Banking, Retail Banking, Credit, Loans, Portfolio Management, Analytics, ALM, Risk Management, Credit Risk, Financial Modeling, Financial Risk, Financial Services
Education
Simon Fraser University
Bachelor of Science (BSc), Actuarial Science
BlueShore Financial November 2014 - Present
BlueShore Financial September 2005 - November 2014
BlueShore Financial August 2003 - September 2005
BlueShore Financial July 2000 - August 2003
Skills
Interest Rate Risk..., Liquidity Management, Business Intelligence, Funds Transfer Pricing, Banking, Retail Banking, Credit, Loans, Portfolio Management, Analytics, ALM, Risk Management, Credit Risk, Financial Modeling, Financial Risk, Financial Services
Education
Simon Fraser University
Bachelor of Science (BSc), Actuarial Science
Mark Ishida, CHRP Mark Ishida, CHRP's BlueShore Financial Experience January 2012 - Present
Job Human Resources Advisor at BlueShore Financial
Industry Banking
Experience
BlueShore Financial January 2012 - Present
BlueShore Financial September 2009 - February 2012
BlueShore Financial March 2006 - September 2009
Citizens Bank of Canada (VanCity) January 2005 - May 2005
eBay Vancouver March 2003 - September 2003
Consumer Impact Marketing (Head office August 2001 - November 2002
Skills
Performance Management, Employee Engagement, Human Resources, Onboarding, Employee Relations, Recruiting, Personnel Management, Deferred Compensation, Interviews
Education
British Columbia Institute of Technology 2003 — 2005
Human Resources Management Diploma, Human Resources
Kwantlen College Business
Diploma, HR Management
Kwantlen Polytechnic University 1997 — 2002
Business Management, General Studies
BlueShore Financial January 2012 - Present
BlueShore Financial September 2009 - February 2012
BlueShore Financial March 2006 - September 2009
Citizens Bank of Canada (VanCity) January 2005 - May 2005
eBay Vancouver March 2003 - September 2003
Consumer Impact Marketing (Head office August 2001 - November 2002
Skills
Performance Management, Employee Engagement, Human Resources, Onboarding, Employee Relations, Recruiting, Personnel Management, Deferred Compensation, Interviews
Education
British Columbia Institute of Technology 2003 — 2005
Human Resources Management Diploma, Human Resources
Kwantlen College Business
Diploma, HR Management
Kwantlen Polytechnic University 1997 — 2002
Business Management, General Studies
Randy Soon. CLU Randy Soon. CLU's BlueShore Financial Experience January 2007 - October 2013
Job Insurance Advisor & Broker
Industry Insurance
Experience
Independent October 2013 - Present
BlueShore Financial January 2007 - October 2013
North Shore Credit Union 2007 - 2011
ScotiaMcLeod January 2000 - December 2006
London Life July 1976 - December 1999
Skills
Insurance, Fixed Annuities, Disability Insurance, Wealth Management, Life Insurance, Estate Planning, Long-term Care
Education
The University of British Columbia
B.Commerce, Marketing
Independent October 2013 - Present
BlueShore Financial January 2007 - October 2013
North Shore Credit Union 2007 - 2011
ScotiaMcLeod January 2000 - December 2006
London Life July 1976 - December 1999
Skills
Insurance, Fixed Annuities, Disability Insurance, Wealth Management, Life Insurance, Estate Planning, Long-term Care
Education
The University of British Columbia
B.Commerce, Marketing
Michelle Ambro Michelle Ambro's BlueShore Financial Experience July 2012 - Present
Job Credit Administrator at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial July 2012 - Present
BlueShore Financial May 2010 - November 2012
Sterling Shoes LP September 2008 - September 2009
HMSHost September 2006 - August 2008
HMSHost September 2005 - September 2006
Cactus Club May 2000 - September 2005
Skills
Inventory Management, Customer Service, Microsoft Excel, Microsoft Office, Inventory Control, Microsoft Word, Retail, PowerPoint, Outlook, Purchasing
Education
The University of British Columbia 2001 — 2004
Bachelor of Arts (B.A.), Geography
Langara College 1999 — 2001
BlueShore Financial July 2012 - Present
BlueShore Financial May 2010 - November 2012
Sterling Shoes LP September 2008 - September 2009
HMSHost September 2006 - August 2008
HMSHost September 2005 - September 2006
Cactus Club May 2000 - September 2005
Skills
Inventory Management, Customer Service, Microsoft Excel, Microsoft Office, Inventory Control, Microsoft Word, Retail, PowerPoint, Outlook, Purchasing
Education
The University of British Columbia 2001 — 2004
Bachelor of Arts (B.A.), Geography
Langara College 1999 — 2001
Ally English Ally English's BlueShore Financial Experience May 2013 - July 2014
Job Sales Assistant
Industry Financial Services
Experience
RBC Global Asset Management August 2014 - March 2015
BlueShore Financial May 2013 - July 2014
ScotiaMcLeod April 2011 - April 2013
North Shore Credit Union October 2010 - April 2011
Skills
Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management
Education
Simon Fraser University 2006 — 2010
Bachelor of Arts, Economics
RBC Global Asset Management August 2014 - March 2015
BlueShore Financial May 2013 - July 2014
ScotiaMcLeod April 2011 - April 2013
North Shore Credit Union October 2010 - April 2011
Skills
Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management
Education
Simon Fraser University 2006 — 2010
Bachelor of Arts, Economics
Farzad Ahmari's BlueShore Financial Experience August 2011 - November 2011
Job Senior Human Resources Specialist at HSBC
Industry Human Resources
Experience
HSBC November 2014 - Present
Allegis Global Solutions for HSBC September 2013 - November 2014
Tutor Doctor August 2012 - September 2013
Tutor Doctor October 2010 - August 2012
BlueShore Financial August 2011 - November 2011
Bell Canada April 2010 - October 2010
Banana Republic July 2008 - March 2010
Walmart August 2006 - March 2008
McDonald's Restaurant June 2005 - June 2006
Skills
Customer Service, Teamwork, Time Management, Team Leadership, Event Planning, Social Media, PowerPoint, Event Management, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Networking, Team Building, Facebook, Social Media Marketing, Inventory Management, Research, Strategic Planning, Leadership, Marketing, Sales, Management, Interviews, Negotiation, Recruiting, Coaching, Leadership Development, Training
Education
Capilano University 2008 — 2012
BBA, Business Administration
Capilano University 2008 — 2010
Advanced Diploma in Strategic Human Resources Management, Human Resources Management/Personnel Administration, General
Carson Graham Secondary 2004 — 2008
GED, General Sciences
HSBC November 2014 - Present
Allegis Global Solutions for HSBC September 2013 - November 2014
Tutor Doctor August 2012 - September 2013
Tutor Doctor October 2010 - August 2012
BlueShore Financial August 2011 - November 2011
Bell Canada April 2010 - October 2010
Banana Republic July 2008 - March 2010
Walmart August 2006 - March 2008
McDonald's Restaurant June 2005 - June 2006
Skills
Customer Service, Teamwork, Time Management, Team Leadership, Event Planning, Social Media, PowerPoint, Event Management, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Networking, Team Building, Facebook, Social Media Marketing, Inventory Management, Research, Strategic Planning, Leadership, Marketing, Sales, Management, Interviews, Negotiation, Recruiting, Coaching, Leadership Development, Training
Education
Capilano University 2008 — 2012
BBA, Business Administration
Capilano University 2008 — 2010
Advanced Diploma in Strategic Human Resources Management, Human Resources Management/Personnel Administration, General
Carson Graham Secondary 2004 — 2008
GED, General Sciences
Isabelle Kim's BlueShore Financial Experience October 2013 - Present
Job at
Industry Architecture & Planning
Experience
Spacing Media January 2015 - Present
Vancouver Public Space Network January 2015 - Present
BlueShore Financial October 2013 - Present
The Ride to Conquer Cancer June 2014 - June 2014
E-Cubed Media Synthesis Inc. June 2012 - August 2012
CUPE Local 15 May 2007 - May 2007
Skills
Social Media, Photoshop, Public Speaking, InDesign, Illustrator, Communication Skills, Graphic Design, CMS, CRM, Written & Oral..., Axure RP, Final Cut Pro, Team Leadership, Academic Writing, Proposal Writing, Technical Writing, Group Projects, Writing, Wireframes, HTML 5, CSS3, Rendering, Flash, Event Planning
Education
Ryerson University 2015 — 2017
Master of Planning, Urban Development
Simon Fraser University 2010 — 2014
Bachelor of Communications (BA) with Distinction, Business/Corporate Communications
Simon Fraser University 2010 — 2014
Minor of Interactive Arts and Technology, Design and Visual Communications, General
Simon Fraser University 2013 — 2013
Semester in Dialogue, Business/Corporate Communications
Burnaby North Secondary School
Spacing Media January 2015 - Present
Vancouver Public Space Network January 2015 - Present
BlueShore Financial October 2013 - Present
The Ride to Conquer Cancer June 2014 - June 2014
E-Cubed Media Synthesis Inc. June 2012 - August 2012
CUPE Local 15 May 2007 - May 2007
Skills
Social Media, Photoshop, Public Speaking, InDesign, Illustrator, Communication Skills, Graphic Design, CMS, CRM, Written & Oral..., Axure RP, Final Cut Pro, Team Leadership, Academic Writing, Proposal Writing, Technical Writing, Group Projects, Writing, Wireframes, HTML 5, CSS3, Rendering, Flash, Event Planning
Education
Ryerson University 2015 — 2017
Master of Planning, Urban Development
Simon Fraser University 2010 — 2014
Bachelor of Communications (BA) with Distinction, Business/Corporate Communications
Simon Fraser University 2010 — 2014
Minor of Interactive Arts and Technology, Design and Visual Communications, General
Simon Fraser University 2013 — 2013
Semester in Dialogue, Business/Corporate Communications
Burnaby North Secondary School
Luke Beer Luke Beer's BlueShore Financial Experience January 2012 - January 2014
Job Quality Assurance Tester at Hip Digital Media Inc.
Industry Computer Software
Experience
Hip Digital Media Inc. February 2014 - Present
BlueShore Financial January 2012 - January 2014
Aon Hewitt May 2011 - February 2012
Contac Services September 2010 - November 2010
Blast Radius April 2010 - May 2010
Riptown.com Media February 2007 - November 2008
Skills
Customer Service, Team Leadership, Database Administration, Microsoft Office, Quality Assurance, Testing, Data Analysis, Web Applications, Integration, Time Management, Sales, Analysis, SQL, JIRA
Education
British Columbia Institute of Technology / BCIT 2012 — 2012
Computing
Harbourside Institute of Technology 2009 — 2010
Diploma, Music Production and Sound Engineering
Hip Digital Media Inc. February 2014 - Present
BlueShore Financial January 2012 - January 2014
Aon Hewitt May 2011 - February 2012
Contac Services September 2010 - November 2010
Blast Radius April 2010 - May 2010
Riptown.com Media February 2007 - November 2008
Skills
Customer Service, Team Leadership, Database Administration, Microsoft Office, Quality Assurance, Testing, Data Analysis, Web Applications, Integration, Time Management, Sales, Analysis, SQL, JIRA
Education
British Columbia Institute of Technology / BCIT 2012 — 2012
Computing
Harbourside Institute of Technology 2009 — 2010
Diploma, Music Production and Sound Engineering
Jamie Leigh's BlueShore Financial Experience January 2014 - Present
Job Online Communications Specialist at BlueShore Financial Credit Union
Industry Public Relations and Communications
Experience
BlueShore Financial January 2014 - Present
City of Surrey November 2012 - January 2014
PMC Science Fair Fun Run February 2011 - January 2013
Miles February 2009 - November 2012
Pacific Newspaper Group May 1993 - December 2008
North Shore News June 1992 - May 1993
BCTV January 1992 - May 1992
First City Trust May 1989 - January 1992
Skills
Social Media, Hootsuite Certified, Google Analytics..., Media Planning, Advertising, Newspaper, Magazines, Online Advertising, Facebook Advertising, Digital Media, Writing, News Releases, SEO, Blogging, Keyword Research, Proposal Writing, Photoshop, InDesign, Wordpress, Blogger, HTML, Advertising Sales, Newspapers, Facebook, Newsletters, Web Analytics, Content Strategy, Public Relations, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Marketing, Digital Marketing
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management Associate Certificate - Public Relations Option, Marketing and Public relations, Graduated July 4, 2012, "With Distinction"
Simon Fraser University 1987 — 1989
BA, Economics
BlueShore Financial January 2014 - Present
City of Surrey November 2012 - January 2014
PMC Science Fair Fun Run February 2011 - January 2013
Miles February 2009 - November 2012
Pacific Newspaper Group May 1993 - December 2008
North Shore News June 1992 - May 1993
BCTV January 1992 - May 1992
First City Trust May 1989 - January 1992
Skills
Social Media, Hootsuite Certified, Google Analytics..., Media Planning, Advertising, Newspaper, Magazines, Online Advertising, Facebook Advertising, Digital Media, Writing, News Releases, SEO, Blogging, Keyword Research, Proposal Writing, Photoshop, InDesign, Wordpress, Blogger, HTML, Advertising Sales, Newspapers, Facebook, Newsletters, Web Analytics, Content Strategy, Public Relations, Social Media Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Marketing, Digital Marketing
Education
British Columbia Institute of Technology 2010 — 2012
Marketing Management Associate Certificate - Public Relations Option, Marketing and Public relations, Graduated July 4, 2012, "With Distinction"
Simon Fraser University 1987 — 1989
BA, Economics
Patryk Swierkowski Patryk Swierkowski's BlueShore Financial Experience March 2015 - Present
Job Leasing Advisor at BlueShore Financial
Industry International Affairs
Experience
BlueShore Financial March 2015 - Present
BlueShore Financial January 2014 - March 2015
North Shore Credit Union September 2012 - January 2014
Vision Critical November 2010 - September 2012
Bloomland Inc. January 2011 - January 2012
Bloomland Inc. 2010 - 2011
HZ University of Applied Sciences August 2009 - January 2010
Oakridge Travel Headquarters January 2006 - May 2006
Skills
Social Media Marketing, Market Research, Social Media, Marketing Communications, Online Marketing, Sales, People Skills, Operational Efficiency, Marketing, Marketing Strategy, Time Management, Event Planning
Education
Capilano University 2005 — 2010
Business Administration Bachelor, International Business
HZ University of Applied Sciences 2009 — 2009
Consultancy Minor, International Business Management
BlueShore Financial March 2015 - Present
BlueShore Financial January 2014 - March 2015
North Shore Credit Union September 2012 - January 2014
Vision Critical November 2010 - September 2012
Bloomland Inc. January 2011 - January 2012
Bloomland Inc. 2010 - 2011
HZ University of Applied Sciences August 2009 - January 2010
Oakridge Travel Headquarters January 2006 - May 2006
Skills
Social Media Marketing, Market Research, Social Media, Marketing Communications, Online Marketing, Sales, People Skills, Operational Efficiency, Marketing, Marketing Strategy, Time Management, Event Planning
Education
Capilano University 2005 — 2010
Business Administration Bachelor, International Business
HZ University of Applied Sciences 2009 — 2009
Consultancy Minor, International Business Management
Tuan Luong Tuan Luong's BlueShore Financial Experience February 2014 - March 2015
Job Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking March 2015 - Present
BlueShore Financial February 2014 - March 2015
Paragon Financial November 2010 - February 2014
HSBC August 2009 - November 2010
Skills
Retirement Planning, investment planning, Insurance Planning, Tax Planning, Estate Planning, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Financial Analysis, Credit Analysis, Commercial Lending, real estate appraisal, insurance underwriting, cash flow analysis, mutual funds, segregated funds, stocks, bonds, annuities, exchange traded funds, GIC, Investments, ETFs, Mutual Funds, Bonds, Fixed Annuities, Financial Planners, Underwriting, Segregated Funds, Asset Management, Stocks, Appraisals, Financial Advisory, Finance, Financial Services
Education
FPSC - Financial Planning Standards Council 2010 — 2016
CFP
The University of British Columbia 2003 — 2008
BCom, Finance
BMO Private Banking March 2015 - Present
BlueShore Financial February 2014 - March 2015
Paragon Financial November 2010 - February 2014
HSBC August 2009 - November 2010
Skills
Retirement Planning, investment planning, Insurance Planning, Tax Planning, Estate Planning, Asset Managment, Risk Management, Portfolio Management, Strategic Financial..., Financial Analysis, Credit Analysis, Commercial Lending, real estate appraisal, insurance underwriting, cash flow analysis, mutual funds, segregated funds, stocks, bonds, annuities, exchange traded funds, GIC, Investments, ETFs, Mutual Funds, Bonds, Fixed Annuities, Financial Planners, Underwriting, Segregated Funds, Asset Management, Stocks, Appraisals, Financial Advisory, Finance, Financial Services
Education
FPSC - Financial Planning Standards Council 2010 — 2016
CFP
The University of British Columbia 2003 — 2008
BCom, Finance
Steve Batie, CFP Steve Batie, CFP's BlueShore Financial Experience March 2012 - Present
Job Financial Advisor at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial March 2012 - Present
RBC Royal Bank August 2009 - March 2012
Fastenal June 2008 - August 2009
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Mortgage Lending, Sales, Wealth Management, Account Management, Risk Management, Strategic Planning, Investment Strategies, Banking, Insurance, Credit, Loans, Portfolio Management, Credit Analysis, Relationship Management, Finance, Residential Mortgages, Securities, Retail Banking, Business Planning, Financial Services, Investment Advisory, Asset Management, Financial Advisory, Commercial Lending, Estate Planning, Small Business, Financial Planners, Wealth, Financial Planning
Education
Financial Planners Standards Council 2010 — 2011
Certified Financial Planner, Financial Planning
Canadian Securities Institute 2010 — 2010
British Columbia Institute of Technology / BCIT 2007 — 2009
Associate Certificate, Financial Management; Financial Planning
University of Victoria 2001 — 2006
BA, Sociology (Mj), Psychology (Mn)
BlueShore Financial March 2012 - Present
RBC Royal Bank August 2009 - March 2012
Fastenal June 2008 - August 2009
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Mortgage Lending, Sales, Wealth Management, Account Management, Risk Management, Strategic Planning, Investment Strategies, Banking, Insurance, Credit, Loans, Portfolio Management, Credit Analysis, Relationship Management, Finance, Residential Mortgages, Securities, Retail Banking, Business Planning, Financial Services, Investment Advisory, Asset Management, Financial Advisory, Commercial Lending, Estate Planning, Small Business, Financial Planners, Wealth, Financial Planning
Education
Financial Planners Standards Council 2010 — 2011
Certified Financial Planner, Financial Planning
Canadian Securities Institute 2010 — 2010
British Columbia Institute of Technology / BCIT 2007 — 2009
Associate Certificate, Financial Management; Financial Planning
University of Victoria 2001 — 2006
BA, Sociology (Mj), Psychology (Mn)
Jeremy Leung, CFA Jeremy Leung, CFA's BlueShore Financial Experience December 2013 - May 2015
Job Commercial, Construction and Residential Financing Expert at Dominion Lending Centres Clear Trust Mortgages
Industry Financial Services
Experience
Dominion Lending Centres - Clear Trust Mortgages May 2015 - Present
BlueShore Financial December 2013 - May 2015
BMO Financial Group February 2011 - December 2013
BMO Financial Group September 2007 - January 2011
Skills
Commercial Lending, Banking, Mortgage Lending, Retail Banking, Credit, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Commercial Mortgages, E-commerce, Commercial Real Estate, Real Estate Financing, Construction Loans, Risk Analysis
Education
CFA Institute 2011 — 2013
Banking, Corporate, Finance, and Securities Law
The University of British Columbia 2005 — 2008
Bachelor of Commerce (BCom), Finance
Dominion Lending Centres - Clear Trust Mortgages May 2015 - Present
BlueShore Financial December 2013 - May 2015
BMO Financial Group February 2011 - December 2013
BMO Financial Group September 2007 - January 2011
Skills
Commercial Lending, Banking, Mortgage Lending, Retail Banking, Credit, Loans, Small Business Lending, Commercial Banking, Consumer Lending, Credit Analysis, Portfolio Management, Commercial Mortgages, E-commerce, Commercial Real Estate, Real Estate Financing, Construction Loans, Risk Analysis
Education
CFA Institute 2011 — 2013
Banking, Corporate, Finance, and Securities Law
The University of British Columbia 2005 — 2008
Bachelor of Commerce (BCom), Finance
Reg Marrinier Reg Marrinier's BlueShore Financial Experience October 2005 - Present
Job Senior Vice President Retail and Business BlueShore Financial (the operating name of BlueShore Financial Credit Union)
Industry Banking
Experience
BlueShore Financial October 2005 - Present
Royal Canadian Marine Search and Rescue ( Formerly Canadain Coast Guard Auxiliary ) April 2010 - 2012
CIBC November 1985 - October 2005
Skills
Mortgage Lending, Retail Banking, Investments, Marketing, Change Management, Wealth Management, Banking, Retirement Planning, Leadership Development, Risk Management, Financial Services, Finance, Loans, Strategic Planning, Commercial Banking, Credit Risk, Credit Analysis, Credit, Asset Management, Coaching, Commercial Lending, Portfolio Management, Insurance, Team Leadership, Strategy, Leadership, Executive Management, Financial Analysis, Investment Strategies, Sales Management, Business Strategy, Strategic Financial...
Education
Simon Fraser University 1978 — 1982
BBA, Business/Economics
BlueShore Financial October 2005 - Present
Royal Canadian Marine Search and Rescue ( Formerly Canadain Coast Guard Auxiliary ) April 2010 - 2012
CIBC November 1985 - October 2005
Skills
Mortgage Lending, Retail Banking, Investments, Marketing, Change Management, Wealth Management, Banking, Retirement Planning, Leadership Development, Risk Management, Financial Services, Finance, Loans, Strategic Planning, Commercial Banking, Credit Risk, Credit Analysis, Credit, Asset Management, Coaching, Commercial Lending, Portfolio Management, Insurance, Team Leadership, Strategy, Leadership, Executive Management, Financial Analysis, Investment Strategies, Sales Management, Business Strategy, Strategic Financial...
Education
Simon Fraser University 1978 — 1982
BBA, Business/Economics
Vanessa Bragg, CHRP, CTDP's BlueShore Financial Experience January 2010 - Present
Job Learning and Development Specialist at BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial January 2010 - Present
BlueShore Financial July 2001 - May 2010
BlueShore Financial August 1999 - July 2001
Reitman's Inc July 1995 - June 1999
Holt Renfrew August 1994 - June 1995
McMillan LLP (Formally Lang Michner LLP) November 1992 - August 1994
Reitmans Inc August 1989 - November 1992
Skills
Employee Engagement, Performance Management, Organizational..., Coaching, Employee Benefits, Human Resources, New Hire Orientations, Leadership Development, HRIS, Labor Relations, Workforce Planning, Recruiting, Strategy, HR Consulting, Project Management, Strategic Planning, Employee Training, Management, Instructional Design, Program Management, Employee Relations, Personnel Management, Deferred Compensation, Onboarding, Employment Law, Succession Planning, Change Management, Talent Management, Staff Development, Conflict Resolution, Workshop Facilitation, Training, Hiring, Benefits Administration, Job Evaluation, Organizational Learning, Leadership, HR Policies, Executive Coaching, Team Building, Organizational Design, Organizational..., Career Development, Executive Pay, Management Development, Culture Change, Talent Acquisition, Job Descriptions, Training & Development
Education
BCIT School of Business 2008 — 2013
Senior Management Certificate in Human Resources Management
BCIT School of Business 1996 — 1998
Certificate, Human Resources Management
Capilano University 1981 — 1983
Associate's Degree, Business Management
BlueShore Financial January 2010 - Present
BlueShore Financial July 2001 - May 2010
BlueShore Financial August 1999 - July 2001
Reitman's Inc July 1995 - June 1999
Holt Renfrew August 1994 - June 1995
McMillan LLP (Formally Lang Michner LLP) November 1992 - August 1994
Reitmans Inc August 1989 - November 1992
Skills
Employee Engagement, Performance Management, Organizational..., Coaching, Employee Benefits, Human Resources, New Hire Orientations, Leadership Development, HRIS, Labor Relations, Workforce Planning, Recruiting, Strategy, HR Consulting, Project Management, Strategic Planning, Employee Training, Management, Instructional Design, Program Management, Employee Relations, Personnel Management, Deferred Compensation, Onboarding, Employment Law, Succession Planning, Change Management, Talent Management, Staff Development, Conflict Resolution, Workshop Facilitation, Training, Hiring, Benefits Administration, Job Evaluation, Organizational Learning, Leadership, HR Policies, Executive Coaching, Team Building, Organizational Design, Organizational..., Career Development, Executive Pay, Management Development, Culture Change, Talent Acquisition, Job Descriptions, Training & Development
Education
BCIT School of Business 2008 — 2013
Senior Management Certificate in Human Resources Management
BCIT School of Business 1996 — 1998
Certificate, Human Resources Management
Capilano University 1981 — 1983
Associate's Degree, Business Management
Imtiaz Chaudhry, B.Comm., MBA Imtiaz Chaudhry, B.Comm., MBA's BlueShore Financial Experience February 2014 - Present
Job Commercial Relationship Manager Real Estate Lending Group at BlueShore Financial
Industry Banking
Experience
BlueShore Financial February 2014 - Present
Lanyard Group of Companies September 2013 - February 2014
Temenos Canada Software Ltd July 2011 - August 2013
RBC September 2007 - July 2011
Davidson & Company October 2006 - September 2007
TD Canada Trust May 2004 - September 2006
Alderwoods Group May 1999 - December 2002
Skills
Financial Reporting, Banking, Auditing, Credit, Accounting, Financial Analysis, Business Analysis, Corporate Finance, Budgeting, Investments, Internal Controls, Financial Modeling, Business Strategy, Strategic Planning, Competitive Analysis, Financial Management, Analysis, Risk, Risk Management, Customer Service, Retail, Budgets, Financial Risk, Strategy, Finance, Management, Financial Services, Business Development, Managerial Finance
Education
University of Northern British Columbia 2009 — 2011
MBA, Finance & Marketing
University of Northern British Columbia 2001 — 2004
B.Comm., Accounting & Finance
Douglas College 1997 — 2000
Diploma: Commerce & Business Administration Diploma, Business & Commerce
BlueShore Financial February 2014 - Present
Lanyard Group of Companies September 2013 - February 2014
Temenos Canada Software Ltd July 2011 - August 2013
RBC September 2007 - July 2011
Davidson & Company October 2006 - September 2007
TD Canada Trust May 2004 - September 2006
Alderwoods Group May 1999 - December 2002
Skills
Financial Reporting, Banking, Auditing, Credit, Accounting, Financial Analysis, Business Analysis, Corporate Finance, Budgeting, Investments, Internal Controls, Financial Modeling, Business Strategy, Strategic Planning, Competitive Analysis, Financial Management, Analysis, Risk, Risk Management, Customer Service, Retail, Budgets, Financial Risk, Strategy, Finance, Management, Financial Services, Business Development, Managerial Finance
Education
University of Northern British Columbia 2009 — 2011
MBA, Finance & Marketing
University of Northern British Columbia 2001 — 2004
B.Comm., Accounting & Finance
Douglas College 1997 — 2000
Diploma: Commerce & Business Administration Diploma, Business & Commerce
Allison Gorwill's BlueShore Financial Experience 2006 - 2008
Job Strategic Lending and Real Estate Advice, Financial Services, Comprehensive Financial Solutions and Account Management
Industry Financial Services
Experience
Dominion Lending Group December 2013 - Present
Royal LePage Sussex October 2013 - Present
VERICO intelliMortgage October 2008 - December 2013
Sotheby's International Realty Canada June 2012 - October 2013
BlueShore Financial 2006 - 2008
TD Wealth Management Private Client Services Vancouver January 1995 - January 2005
Skills
Refinance, Mortgage, Mortgage Lending, Debt Consolidation, Residential Mortgages, First Time Home Buyers, Commercial Mortgages, Investment Properties, Condos, Real Estate Financing, Finance, Real Estate, Real Estate Transactions, Investors, Investments, Referrals
Education
Sauder School of Business
B.Comm, Commerce/Business
Sentinel Secondary High School, West Vancouver
Bachelor of Commerce (B.Com.)
Dominion Lending Group December 2013 - Present
Royal LePage Sussex October 2013 - Present
VERICO intelliMortgage October 2008 - December 2013
Sotheby's International Realty Canada June 2012 - October 2013
BlueShore Financial 2006 - 2008
TD Wealth Management Private Client Services Vancouver January 1995 - January 2005
Skills
Refinance, Mortgage, Mortgage Lending, Debt Consolidation, Residential Mortgages, First Time Home Buyers, Commercial Mortgages, Investment Properties, Condos, Real Estate Financing, Finance, Real Estate, Real Estate Transactions, Investors, Investments, Referrals
Education
Sauder School of Business
B.Comm, Commerce/Business
Sentinel Secondary High School, West Vancouver
Bachelor of Commerce (B.Com.)
Cory St. Jean, CEBS, ISCEBS Fellow's BlueShore Financial Experience March 2013 - May 2013
Job Seeking opportunities in HR/Total Rewards
Industry Human Resources
Experience
Central 1 Credit Union March 2014 - July 2014
BlueShore Financial March 2013 - May 2013
Doctors of BC August 1999 - November 2011
Morneau Shepell May 1998 - December 1998
Coughlin & Associates November 1993 - May 1998
Skills
Benefits Administration, Health Insurance, Strategic Planning, Human Resource Planning, Marketing Communications, Employee Benefits, Employee Handbooks, Financial Accounting, Trust Funds, Claims Handling, Consulting, Data Analysis, Social Media, Political Science, Project Management, Rewards Programs, Employee Recognition, Performance Management, Insurance, Budgets, Employee Relations
Education
British Columbia Institute of Technology / BCIT 2011 — 2013
Diploma of Technology, Human Resources Management
International Society Of Certified Employee Benefits Specialists 1997 — 2003
CEBS, Employee Benefits
The University of Winnipeg 1985 — 1989
BA, Canadian Studies, Political Science
Central 1 Credit Union March 2014 - July 2014
BlueShore Financial March 2013 - May 2013
Doctors of BC August 1999 - November 2011
Morneau Shepell May 1998 - December 1998
Coughlin & Associates November 1993 - May 1998
Skills
Benefits Administration, Health Insurance, Strategic Planning, Human Resource Planning, Marketing Communications, Employee Benefits, Employee Handbooks, Financial Accounting, Trust Funds, Claims Handling, Consulting, Data Analysis, Social Media, Political Science, Project Management, Rewards Programs, Employee Recognition, Performance Management, Insurance, Budgets, Employee Relations
Education
British Columbia Institute of Technology / BCIT 2011 — 2013
Diploma of Technology, Human Resources Management
International Society Of Certified Employee Benefits Specialists 1997 — 2003
CEBS, Employee Benefits
The University of Winnipeg 1985 — 1989
BA, Canadian Studies, Political Science
Chris LaClare's BlueShore Financial Experience July 2007 - Present
Job Developer Analyst at BlueShore Financial
Industry Computer Software
Experience
BlueShore Financial July 2007 - Present
Education
University of Regina 1991 — 1996
BlueShore Financial July 2007 - Present
Education
University of Regina 1991 — 1996
Jennifer (Michels) Rodger, CHRP CCP's BlueShore Financial Experience June 2013 - Present
Job Human Resources Professional compensation and benefits focus
Industry Human Resources
Experience
BlueShore Financial June 2013 - Present
BlueShore Financial June 2007 - April 2013
BlueShore Financial December 2002 - May 2007
BlueShore Financial May 2001 - November 2002
Weyerhaeuser (formerly MacMillan Bloedel) 1996 - 2000
Skills
Compensation, Benefits, Employee Benefits, Human Resources, Employee Engagement, Performance Management, Job Evaluation, Executive Pay, Compensation & Benefit, HRIS, Succession Planning, Benefits Administration, HR Policies, Organizational..., Talent Management, Workforce Planning, Employee Relations, Deferred Compensation, Job Descriptions, Compensation & Benefits
Education
British Columbia Institute of Technology 2002 — 2004
Management Certificate, Human Resources
British Columbia Institute of Technology 1994 — 1996
Diploma of Technology, Financial Management
Canadian Council of Human Resources Associations
CHRP, Human Resources
BlueShore Financial June 2013 - Present
BlueShore Financial June 2007 - April 2013
BlueShore Financial December 2002 - May 2007
BlueShore Financial May 2001 - November 2002
Weyerhaeuser (formerly MacMillan Bloedel) 1996 - 2000
Skills
Compensation, Benefits, Employee Benefits, Human Resources, Employee Engagement, Performance Management, Job Evaluation, Executive Pay, Compensation & Benefit, HRIS, Succession Planning, Benefits Administration, HR Policies, Organizational..., Talent Management, Workforce Planning, Employee Relations, Deferred Compensation, Job Descriptions, Compensation & Benefits
Education
British Columbia Institute of Technology 2002 — 2004
Management Certificate, Human Resources
British Columbia Institute of Technology 1994 — 1996
Diploma of Technology, Financial Management
Canadian Council of Human Resources Associations
CHRP, Human Resources
Trent McCaffrey's BlueShore Financial Experience 2006 - Present
Job Process Analyst
Industry Banking
Experience
BlueShore Financial 2006 - Present
North Shore Credit Union 1999 - 2005
Skills
SharePoint, Banking, Business Analysis, CRM, Analysis, Mortgage Lending, Software Documentation, Investments, Quality Assurance, Loans, Retail Banking, Credit, Risk Management
Education
BCIT 2007 — 2010
Object Oriented Programming in Java, Relational Database Querying
BlueShore Financial 2006 - Present
North Shore Credit Union 1999 - 2005
Skills
SharePoint, Banking, Business Analysis, CRM, Analysis, Mortgage Lending, Software Documentation, Investments, Quality Assurance, Loans, Retail Banking, Credit, Risk Management
Education
BCIT 2007 — 2010
Object Oriented Programming in Java, Relational Database Querying
Victoria Withers's BlueShore Financial Experience January 2013 - Present
Job Director of the Board at VCHA Vancouver Coastal Health Authority
Industry Information Technology and Services
Experience
BlueShore Financial January 2013 - Present
Vancouver Coastal Health November 2009 - Present
CanWIT Advisory Committee, a Division of CATA Alliance July 2012 - Present
VGH & UBC Hospital Foundation August 2012 - Present
CIRA - Canadian Internet Registration Authority October 2009 - October 2012
LOL 1990 - 2012
Kryos Systems 2009 - 2011
QHR Technologies October 2009 - May 2010
IBM Canada 1977 - 2008
Vancouver Board of Trade 1998 - 2004
Skills
Team Leadership, Strategic Planning, Business Development, Strategy, Leadership, Management, Change Management, Business Strategy, Project Management, Strategic Partnerships, Governance, IT Strategy, Nonprofits, Leadership Development, Executive Management, Sales, Business Planning, Business Analysis, Policy, Management Consulting, Solution Selling, Program Management, Business Intelligence, Team Building, Cloud Computing, Entrepreneurship, Start-ups
Education
McGill University
Commerce
ICD
BlueShore Financial January 2013 - Present
Vancouver Coastal Health November 2009 - Present
CanWIT Advisory Committee, a Division of CATA Alliance July 2012 - Present
VGH & UBC Hospital Foundation August 2012 - Present
CIRA - Canadian Internet Registration Authority October 2009 - October 2012
LOL 1990 - 2012
Kryos Systems 2009 - 2011
QHR Technologies October 2009 - May 2010
IBM Canada 1977 - 2008
Vancouver Board of Trade 1998 - 2004
Skills
Team Leadership, Strategic Planning, Business Development, Strategy, Leadership, Management, Change Management, Business Strategy, Project Management, Strategic Partnerships, Governance, IT Strategy, Nonprofits, Leadership Development, Executive Management, Sales, Business Planning, Business Analysis, Policy, Management Consulting, Solution Selling, Program Management, Business Intelligence, Team Building, Cloud Computing, Entrepreneurship, Start-ups
Education
McGill University
Commerce
ICD
David Yen Kong, Master with Distinction, MCP's BlueShore Financial Experience March 2005 - October 2013
Job Senior Business Intelligence Architect Developer at Solutions Only Financial Technologies (Formerly CUTASC)
Industry Banking
Experience
Solutions Only Financial Technologies (Formerly CUTASC) June 2015 - Present
Solutions Only Financial Technologies (Formerly CUTASC) March 2014 - June 2015
Hitachi Solutions Canada (Formerly Ideaca) October 2013 - March 2014
BlueShore Financial March 2005 - October 2013
Vlink Solutions Inc February 2004 - March 2005
Western Society for Children with Birth Disorders (Non-Profit Organization) June 2003 - February 2004
Tag Developers June 2002 - September 2002
Metronas Online Inc May 2001 - December 2001
VMS Technology Pte. Ltd December 1999 - March 2001
Skills
ASP, JavaScript, Analysis Services, Data Analysis, VBScript, Data Migration, Microsoft SQL Server, Data Warehousing, Business Intelligence, Crystal Reports 10.0, MS Reporting Services, Data Modeling, Software Documentation, ETL, SSIS, Requirements Analysis, T-SQL, Databases, Database Design, Crystal Reports, Visual Basic, SSRS, Systems Analysis
Education
CDI College
Microsoft Analysis Services
Crystal Decisions
Crystal Reports 10
British Columbia Institute of Technology 2002 — 2002
Industry Partnership Certificate in Professional Web Developer (PWD), Web Development
University of Waikato 1995 — 1997
Master of Management Studies with Distinction, International Marketing, Business Management, and Business Strategy
Hawaii Pacific University 1989 — 1993
Bachelor of Science in Business Administration, Business Administration, Marketing, Economics
Solutions Only Financial Technologies (Formerly CUTASC) June 2015 - Present
Solutions Only Financial Technologies (Formerly CUTASC) March 2014 - June 2015
Hitachi Solutions Canada (Formerly Ideaca) October 2013 - March 2014
BlueShore Financial March 2005 - October 2013
Vlink Solutions Inc February 2004 - March 2005
Western Society for Children with Birth Disorders (Non-Profit Organization) June 2003 - February 2004
Tag Developers June 2002 - September 2002
Metronas Online Inc May 2001 - December 2001
VMS Technology Pte. Ltd December 1999 - March 2001
Skills
ASP, JavaScript, Analysis Services, Data Analysis, VBScript, Data Migration, Microsoft SQL Server, Data Warehousing, Business Intelligence, Crystal Reports 10.0, MS Reporting Services, Data Modeling, Software Documentation, ETL, SSIS, Requirements Analysis, T-SQL, Databases, Database Design, Crystal Reports, Visual Basic, SSRS, Systems Analysis
Education
CDI College
Microsoft Analysis Services
Crystal Decisions
Crystal Reports 10
British Columbia Institute of Technology 2002 — 2002
Industry Partnership Certificate in Professional Web Developer (PWD), Web Development
University of Waikato 1995 — 1997
Master of Management Studies with Distinction, International Marketing, Business Management, and Business Strategy
Hawaii Pacific University 1989 — 1993
Bachelor of Science in Business Administration, Business Administration, Marketing, Economics
Rup Parmar's BlueShore Financial Experience November 2006 - Present
Job Director, Systems Development at BlueShore Financial
Industry Information Technology and Services
Experience
BlueShore Financial November 2006 - Present
Vancity Savings Credit Union 1991 - 2006
Vancity Savings Credit Union 1987 - 1991
Geac Computers 1981 - 1987
Skills
Business Analysis, Business Requirements, Risk Management, Business Intelligence, Banking, Customer Service, Process Improvement, Software Development, Software Project..., Program Management, Portfolio Management, IT Strategy, IT Management, IT Governance, Presenter, Vendor Management, Systems Selection and..., Systems Analysis and..., 24x7x365 Application..., Core Banking Systems, CRM Systems, Enterprise Credit Union..., CRM, Requirements Gathering, Governance
Education
Beedie School of Business at Simon Fraser University
CIO Leadership Development Program
British Columbia Institute of Technology
Computer Sciences
BlueShore Financial November 2006 - Present
Vancity Savings Credit Union 1991 - 2006
Vancity Savings Credit Union 1987 - 1991
Geac Computers 1981 - 1987
Skills
Business Analysis, Business Requirements, Risk Management, Business Intelligence, Banking, Customer Service, Process Improvement, Software Development, Software Project..., Program Management, Portfolio Management, IT Strategy, IT Management, IT Governance, Presenter, Vendor Management, Systems Selection and..., Systems Analysis and..., 24x7x365 Application..., Core Banking Systems, CRM Systems, Enterprise Credit Union..., CRM, Requirements Gathering, Governance
Education
Beedie School of Business at Simon Fraser University
CIO Leadership Development Program
British Columbia Institute of Technology
Computer Sciences
Calin Horga's BlueShore Financial Experience November 2014 - Present
Job Database Architect at BlueShore Financial
Industry Banking
Experience
BlueShore Financial November 2014 - Present
BlueShore Financial January 2000 - Present
North Shore Credit Union April 1997 - January 2000
School District #35 Langley July 1995 - April 1997
MCI Systemhouse April 1994 - July 1995
Skills
Business Intelligence, DTS, Data Migration, Dimensional Modeling, Data Warehousing, ETL, Data Modeling, Microsoft SQL Server, SSIS, T-SQL, Databases, Systems Analysis
Education
Kimball University 2006 — 2007
Data Warehouse Toolkit
British Columbia Institute of Technology 2002 — 2004
Programmer Analyst, VB.NET, Pascal, OOJ
1977 — 1983
MSC, Computer Science
BlueShore Financial November 2014 - Present
BlueShore Financial January 2000 - Present
North Shore Credit Union April 1997 - January 2000
School District #35 Langley July 1995 - April 1997
MCI Systemhouse April 1994 - July 1995
Skills
Business Intelligence, DTS, Data Migration, Dimensional Modeling, Data Warehousing, ETL, Data Modeling, Microsoft SQL Server, SSIS, T-SQL, Databases, Systems Analysis
Education
Kimball University 2006 — 2007
Data Warehouse Toolkit
British Columbia Institute of Technology 2002 — 2004
Programmer Analyst, VB.NET, Pascal, OOJ
1977 — 1983
MSC, Computer Science
Scott Evans, CFP's BlueShore Financial Experience March 2010 - Present
Job BlueShore Financial
Industry Financial Services
Experience
BlueShore Financial March 2010 - Present
Education
British Columbia Institute of Technology 1999 — 2000
DiplT
The University of British Columbia 1994 — 1998
BA
BlueShore Financial March 2010 - Present
Education
British Columbia Institute of Technology 1999 — 2000
DiplT
The University of British Columbia 1994 — 1998
BA
Herta LeMare's BlueShore Financial Experience January 1986 - Present
Job Account Manager, Small Business
Industry Financial Services
Experience
BlueShore Financial January 1986 - Present
Mercantile Bank of Canada August 1977 - November 1985
Skills
Banking, Loans, Residential Mortgages, Investments, Finance, Retail Banking, Mortgage Lending, Financial Services, Refinance, Commercial Lending, Management, Credit Analysis, Consumer Lending, Credit, Commercial Banking, Insurance, Small Business, Portfolio Management
Education
Staatliche Fremdsprachenschule Hamburg 1970 — 1972
foreign Languages
British Columbia Institute of Technology / BCIT
BlueShore Financial January 1986 - Present
Mercantile Bank of Canada August 1977 - November 1985
Skills
Banking, Loans, Residential Mortgages, Investments, Finance, Retail Banking, Mortgage Lending, Financial Services, Refinance, Commercial Lending, Management, Credit Analysis, Consumer Lending, Credit, Commercial Banking, Insurance, Small Business, Portfolio Management
Education
Staatliche Fremdsprachenschule Hamburg 1970 — 1972
foreign Languages
British Columbia Institute of Technology / BCIT
Damaris Kazor's BlueShore Financial Experience August 2012 - Present
Job Quality Assurance Specialist at BlueShore Financial
Industry Banking
Experience
BlueShore Financial August 2012 - Present
BlueShore Financial October 2008 - August 2012
BlueShore Financial August 2006 - October 2008
BlueShore Financial August 2004 - August 2006
Skills
Quality Assurance, Software Quality..., Banking, Retail Banking, Credit, Customer Service, Investments, Mortgage Lending, Loans, Risk Management, Coaching, Consumer Lending, Residential Mortgages, Credit Cards, Wealth Management, Refinance, Team Building, Branch Banking
Education
BCIT School of Business 2015 — 2015
Project Management
Traffic Control Academy 2014 — 2014
Certified Traffic Control Person (TCP)
Canadian Securities Institute 2008 — 2009
Drogisten Fachschule Solothurn 1996 — 2000
Chemistry, Biology
BlueShore Financial August 2012 - Present
BlueShore Financial October 2008 - August 2012
BlueShore Financial August 2006 - October 2008
BlueShore Financial August 2004 - August 2006
Skills
Quality Assurance, Software Quality..., Banking, Retail Banking, Credit, Customer Service, Investments, Mortgage Lending, Loans, Risk Management, Coaching, Consumer Lending, Residential Mortgages, Credit Cards, Wealth Management, Refinance, Team Building, Branch Banking
Education
BCIT School of Business 2015 — 2015
Project Management
Traffic Control Academy 2014 — 2014
Certified Traffic Control Person (TCP)
Canadian Securities Institute 2008 — 2009
Drogisten Fachschule Solothurn 1996 — 2000
Chemistry, Biology
Chris Catliff's BlueShore Financial Experience 2000 - Present
Job President and CEO at BlueShore Financial, Technologist, People Leader, Brand Zealot
Industry Banking
Experience
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
BlueShore Financial 2000 - Present
Pacifica Mortgage Investment Group February 2012 - Present
United Mortgage Group October 2001 - Present
Credential February 2011 - February 2013
Filene Research Institute 2004 - 2013
Canadian Northern Shield March 2004 - March 2008
The CUMIS Group March 2003 - February 2008
Vancity February 1995 - October 2000
Vancity Enterprises Ltd. January 1989 - February 1995
Skills
Investments, Strategic Planning, Banking, Wealth Management, Mortgage Lending, Mentoring, Business Strategy, Corporate Finance, Portfolio Management, Mutual Funds, Strategic Financial..., Marketing, Risk Management, Strategy, Financial Analysis, Financial Services, Finance, Loans, Investment Advisory, Commercial Lending, Commercial Banking, Credit Risk, Retail Banking, Credit Unions, Marketing Strategy, Credit Analysis, Retirement Planning, Credit, Relationship Management, Consumer Lending, Financial Advisory, Financial Risk, Leadership
Education
University of Toronto - Rotman School of Management 2011 — 2012
ICD Directors Education Program
Joint Program Harvard and MIT 1997 — 1997
Program For Key Executives
The University of British Columbia 1978 — 1985
Master of Arts (M.A.), Bachelor of Arts (B.A.)
Ahtousa Panah's BlueShore Financial Experience July 2011 - March 2014
Job Customer Service Representative at TD
Industry Human Resources
Experience
TD March 2014 - Present
BlueShore Financial July 2011 - March 2014
MACS: Marketing Association of Capilano Students April 2012 - May 2013
North Shore Credit Union March 2012 - March 2013
MACS: Marketing Association of Capilano Students September 2011 - May 2012
BCBG Max Azria September 2008 - June 2010
West Vancouver Aquatics Centre September 2005 - December 2008
Skills
Promotions, Event Management, Research, Administration, Merchandising, Training & Development, organized, Fast Learner, Product Marketing, Growth Initiatives, Event Planning, Employee Training, Microsoft Office, Social Media, Customer Service, Time Management, Recruiting, Management, Leadership, Marketing, Sales, Public Speaking, Team Leadership, Strategic Planning, Retail, Social Networking, Human Resources, Teamwork, CRM, Budgets, Social Media Marketing, Marketing Communications, Advertising
Education
Capilano University 2010 — 2014
Bachelor of Business Administrative, Marketing/Human Resources Management, 3.0
Blanche Macdonal Centre 2007 — 2007
Diploma, Fashion Merchandising
TD March 2014 - Present
BlueShore Financial July 2011 - March 2014
MACS: Marketing Association of Capilano Students April 2012 - May 2013
North Shore Credit Union March 2012 - March 2013
MACS: Marketing Association of Capilano Students September 2011 - May 2012
BCBG Max Azria September 2008 - June 2010
West Vancouver Aquatics Centre September 2005 - December 2008
Skills
Promotions, Event Management, Research, Administration, Merchandising, Training & Development, organized, Fast Learner, Product Marketing, Growth Initiatives, Event Planning, Employee Training, Microsoft Office, Social Media, Customer Service, Time Management, Recruiting, Management, Leadership, Marketing, Sales, Public Speaking, Team Leadership, Strategic Planning, Retail, Social Networking, Human Resources, Teamwork, CRM, Budgets, Social Media Marketing, Marketing Communications, Advertising
Education
Capilano University 2010 — 2014
Bachelor of Business Administrative, Marketing/Human Resources Management, 3.0
Blanche Macdonal Centre 2007 — 2007
Diploma, Fashion Merchandising
Jenna Cross's BlueShore Financial Experience September 2014 - Present
Job Financial Services Associate II at BlueShore Financial
Industry Banking
Experience
BlueShore Financial September 2014 - Present
Electra Laser 2014 - August 2014
Groupe Dynamite 2013 - 2013
Milestones March 2012 - August 2012
Dale Ferris Catering August 2009 - August 2011
Starbucks June 2008 - October 2008
Village Pet Food and Supplies April 2007 - November 2007
Skills
Exceptionally Organized, Highly Ambitious, Developed Communication..., Efficient Time Manager, Leadership Experience, Leadership, Time Management, Event Planning, Teamwork, Event Management, Team Leadership, Social Media Marketing, Marketing, Microsoft Word, Social Media, Marketing Communications
Education
University of Guelph 2010 — 2014
Bachelor of Commerce, Marketing Management, Honours
Rockridge Secondary School 2005 — 2010
BlueShore Financial September 2014 - Present
Electra Laser 2014 - August 2014
Groupe Dynamite 2013 - 2013
Milestones March 2012 - August 2012
Dale Ferris Catering August 2009 - August 2011
Starbucks June 2008 - October 2008
Village Pet Food and Supplies April 2007 - November 2007
Skills
Exceptionally Organized, Highly Ambitious, Developed Communication..., Efficient Time Manager, Leadership Experience, Leadership, Time Management, Event Planning, Teamwork, Event Management, Team Leadership, Social Media Marketing, Marketing, Microsoft Word, Social Media, Marketing Communications
Education
University of Guelph 2010 — 2014
Bachelor of Commerce, Marketing Management, Honours
Rockridge Secondary School 2005 — 2010
Frankie Li, CFP, FMA's BlueShore Financial Experience December 1995 - Present
Job Financial Advisor at BlueShore Financial
Industry Banking
Experience
BlueShore Financial December 1995 - Present
United Merchants Finance Ltd August 1987 - February 1994
Skills
Mortgage Lending, Wealth Management, Investments, Banking, Retirement Planning, Strategic Financial..., Loans, Portfolio Management, Mutual Funds, Credit, Retail Banking, Investment Advisory, Financial Services
Education
The University of British Columbia
BlueShore Financial December 1995 - Present
United Merchants Finance Ltd August 1987 - February 1994
Skills
Mortgage Lending, Wealth Management, Investments, Banking, Retirement Planning, Strategic Financial..., Loans, Portfolio Management, Mutual Funds, Credit, Retail Banking, Investment Advisory, Financial Services
Education
The University of British Columbia
Tiffany (Phan) Dromey's BlueShore Financial Experience March 2014 - Present
Job Enterprise Content Management Administrator II at BlueShore Financial
Industry Banking
Experience
BlueShore Financial March 2014 - Present
BlueShore Financial January 2012 - Present
BlueShore Financial August 2011 - January 2013
Cineplex Entertainment June 2007 - August 2011
Skills
Financial Services, Banking, Retail Banking, Credit, Loans, Customer Service, Financial Analysis, Risk Management, Finance, Credit Risk, Relationship Management
Education
Capilano University 2015 — 2019
Bachelor's Degree, Business of Administration
Langara College 2011 — 2012
Bachelor of Arts (B.A.), Psychology
BlueShore Financial March 2014 - Present
BlueShore Financial January 2012 - Present
BlueShore Financial August 2011 - January 2013
Cineplex Entertainment June 2007 - August 2011
Skills
Financial Services, Banking, Retail Banking, Credit, Loans, Customer Service, Financial Analysis, Risk Management, Finance, Credit Risk, Relationship Management
Education
Capilano University 2015 — 2019
Bachelor's Degree, Business of Administration
Langara College 2011 — 2012
Bachelor of Arts (B.A.), Psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.