BMO Capital Markets
Industry: Investment banking company
DescriptionBMO Capital Markets is the investment banking subsidiary of Canadian Bank of Montreal. The company offers corporate, institutional and government clients access to a range of financial services. CEO: Daniel Barclay (Nov 2018–) Headquarters: First Canadian Place, Toronto, Canada Revenue: 3.724 billion CAD (2014) Managing director: Justin H. Hoogendoorn (Strategic Analytics Group) Parent organization: Bank of Montreal Subsidiaries: Paloma Securities LLC,
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BMO Capital Markets Employees
Employee
Years
Job
Industry
Jyoti Chetri Jyoti Chetri's BMO Capital Markets Experience September 2013 - Present
Job Fixed Income Junior Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2013 - Present
Ziegler June 2013 - August 2013
Kasat Securities August 2011 - December 2011
Cympac Software Solutions Pvt. Ltd. January 2011 - November 2011
Textile Engineering Students’ Association June 2009 - May 2010
Skills
C, Financial Analysis, Matlab, Microsoft Excel, Finance, Windows, Bloomberg, Financial Modeling, Minitab, Ubuntu, Microsoft Office, Investments, Factset, VBA, Financial Reporting, Financial Accounting, Financial Risk, IntexCalc, Intex
Education
University of Wisconsin-Milwaukee 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee 2013 — 2014
Investment Management Certificate Program (www.imcp.sba.uwm.edu), Investments and Securities
Indian Finance and Banking Institute, Pune, India 2011 — 2012
National Stock Exchange Certified Capital Market Professional, Investments and Securities
Amravati University 2006 — 2010
Bachelor of Engineering (B.E.), Textiles
BMO Capital Markets September 2013 - Present
Ziegler June 2013 - August 2013
Kasat Securities August 2011 - December 2011
Cympac Software Solutions Pvt. Ltd. January 2011 - November 2011
Textile Engineering Students’ Association June 2009 - May 2010
Skills
C, Financial Analysis, Matlab, Microsoft Excel, Finance, Windows, Bloomberg, Financial Modeling, Minitab, Ubuntu, Microsoft Office, Investments, Factset, VBA, Financial Reporting, Financial Accounting, Financial Risk, IntexCalc, Intex
Education
University of Wisconsin-Milwaukee 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Milwaukee 2013 — 2014
Investment Management Certificate Program (www.imcp.sba.uwm.edu), Investments and Securities
Indian Finance and Banking Institute, Pune, India 2011 — 2012
National Stock Exchange Certified Capital Market Professional, Investments and Securities
Amravati University 2006 — 2010
Bachelor of Engineering (B.E.), Textiles
Mi Ji Kim Mi Ji Kim's BMO Capital Markets Experience January 2013 - May 2014
Job Software Engineer at American Express
Industry Financial Services
Experience
American Express January 2015 - Present
gSchool June 2014 - November 2014
BMO Capital Markets January 2013 - May 2014
Cantor Fitzgerald February 2012 - December 2012
Weill Cornell Medical College September 2011 - December 2012
CAREER BOUND SUCCESS, INC. September 2010 - December 2012
Le Parker Meridien May 2011 - August 2011
The Leading Hotels of the World March 2010 - May 2010
Sheraton La Guardia East Hotel February 2008 - February 2010
The Hilton New York June 2009 - August 2009
Skills
Ruby on Rails, Ruby, JavaScript, CSS, Microsoft Excel, PostgreSQL, Test Driven Development, Agile Methodologies, Data Analysis, jQuery, HTML, Capybara, PowerPoint, Customer Service, Sinatra, Microsoft Office, Microsoft Word, Research, RubyMine, Human Resources, Employee Relations, Social Media, Event Planning, Program Management, Training, Web Development, Access, Social Networking, Node.js
Education
gSchool Galvanize 2014 — 2014
Full Stack Web Development
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Operational Management
Macaulay Honors College 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
American Express January 2015 - Present
gSchool June 2014 - November 2014
BMO Capital Markets January 2013 - May 2014
Cantor Fitzgerald February 2012 - December 2012
Weill Cornell Medical College September 2011 - December 2012
CAREER BOUND SUCCESS, INC. September 2010 - December 2012
Le Parker Meridien May 2011 - August 2011
The Leading Hotels of the World March 2010 - May 2010
Sheraton La Guardia East Hotel February 2008 - February 2010
The Hilton New York June 2009 - August 2009
Skills
Ruby on Rails, Ruby, JavaScript, CSS, Microsoft Excel, PostgreSQL, Test Driven Development, Agile Methodologies, Data Analysis, jQuery, HTML, Capybara, PowerPoint, Customer Service, Sinatra, Microsoft Office, Microsoft Word, Research, RubyMine, Human Resources, Employee Relations, Social Media, Event Planning, Program Management, Training, Web Development, Access, Social Networking, Node.js
Education
gSchool Galvanize 2014 — 2014
Full Stack Web Development
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Operational Management
Macaulay Honors College 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
James Quinlivan James Quinlivan's BMO Capital Markets Experience 2001 - September 2009
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust January 2010 - Present
Elmhurst College 1994 - 2011
Harris Bank 2001 - September 2009
BMO Capital Markets 2001 - September 2009
Northern Trust 1999 - 2001
Ibbotson Associates 1996 - 1998
First Chicago 1988 - 1996
Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation
Education
Dominican University 1989 — 1991
MBA, Finance and Financial Management Services
Augustana College 1983 — 1987
Bachlor of Science, Economics
Elmhurst College
Economics and Finance
Northern Trust January 2010 - Present
Elmhurst College 1994 - 2011
Harris Bank 2001 - September 2009
BMO Capital Markets 2001 - September 2009
Northern Trust 1999 - 2001
Ibbotson Associates 1996 - 1998
First Chicago 1988 - 1996
Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation
Education
Dominican University 1989 — 1991
MBA, Finance and Financial Management Services
Augustana College 1983 — 1987
Bachlor of Science, Economics
Elmhurst College
Economics and Finance
Ma Theresa Chavez, CAMS Ma Theresa Chavez, CAMS's BMO Capital Markets Experience January 2014 - September 2014
Job Sr. Financial Investigator at bank of Montreal
Industry Financial Services
Experience
bank of Montreal September 2014 - Present
BMO Capital Markets January 2014 - September 2014
Bank of Commerce September 2012 - July 2013
Credit Agricole CIB April 2007 - May 2012
International Exchange Bank 2002 - 2007
Skills
Credit, Credit Risk, Risk Assessment, Financial Analysis, Financial Modeling, Compliance, Loan Servicing, Customer Service, AML, KYC, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Risk Management, Internal Audit, Anti Money Laundering
Education
Ateneo Graduate School of Business
Master's degree
Saint Paul University
Bachelor's degree, Banking and Finance
bank of Montreal September 2014 - Present
BMO Capital Markets January 2014 - September 2014
Bank of Commerce September 2012 - July 2013
Credit Agricole CIB April 2007 - May 2012
International Exchange Bank 2002 - 2007
Skills
Credit, Credit Risk, Risk Assessment, Financial Analysis, Financial Modeling, Compliance, Loan Servicing, Customer Service, AML, KYC, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Risk Management, Internal Audit, Anti Money Laundering
Education
Ateneo Graduate School of Business
Master's degree
Saint Paul University
Bachelor's degree, Banking and Finance
Alexandra Voss Alexandra Voss's BMO Capital Markets Experience July 2011 - December 2012
Job Senior Portfolio Analyst at New Holland Capital
Industry Investment Management
Experience
New Holland Capital January 2015 - Present
New Holland Capital January 2013 - January 2015
BMO Capital Markets July 2011 - December 2012
Columbia University January 2011 - May 2011
The Peter G. Peterson Foundation June 2010 - May 2011
Skills
Financial Modeling, Portfolio Management, Investment Banking, Hedge Funds
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
Barnard College 2007 — 2011
BA, Economics
Cambridge Rindge and Latin School 2002 — 2006
New Holland Capital January 2015 - Present
New Holland Capital January 2013 - January 2015
BMO Capital Markets July 2011 - December 2012
Columbia University January 2011 - May 2011
The Peter G. Peterson Foundation June 2010 - May 2011
Skills
Financial Modeling, Portfolio Management, Investment Banking, Hedge Funds
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics
Barnard College 2007 — 2011
BA, Economics
Cambridge Rindge and Latin School 2002 — 2006
David McKeown PMP David McKeown PMP's BMO Capital Markets Experience 2005 - 2006
Job Program Manager
Industry Banking
Experience
BMO 2015 - 2015
LoyaltyOne / AIR MILES / Alliance Data July 2013 - December 2014
BMO Financial Group P&C Canada 2009 - 2012
BMO Financial Group 2006 - 2009
BMO Capital Markets 2005 - 2006
BMO Capital Markets 1997 - 2005
Skills
Banking, Project Portfolio..., Vendor Management, PMO, Project Delivery, Portfolio Management, Risk Management, Business Analysis, PMP, Cross-functional Team..., Change Management, Program Management, CRM, Management, Project Management
Education
York University
Understanding Project Economics and Politics
PMI
Project Management InstitutePMP certified June 2001Member since 1998
Boston University
Project Management Development Program
Sheridan College
3 years of Business Computer Systems
BMO 2015 - 2015
LoyaltyOne / AIR MILES / Alliance Data July 2013 - December 2014
BMO Financial Group P&C Canada 2009 - 2012
BMO Financial Group 2006 - 2009
BMO Capital Markets 2005 - 2006
BMO Capital Markets 1997 - 2005
Skills
Banking, Project Portfolio..., Vendor Management, PMO, Project Delivery, Portfolio Management, Risk Management, Business Analysis, PMP, Cross-functional Team..., Change Management, Program Management, CRM, Management, Project Management
Education
York University
Understanding Project Economics and Politics
PMI
Project Management InstitutePMP certified June 2001Member since 1998
Boston University
Project Management Development Program
Sheridan College
3 years of Business Computer Systems
James Ehrensperger James Ehrensperger's BMO Capital Markets Experience January 1990 - Present
Job Managing Director, Equity Products at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 1990 - Present
Skills
Trading Systems, Electronic Trading, Equities, Capital Markets, Equity Trading, Options, Risk Management, Trading System, Securities, Hedging, Trading, Prime Brokerage, Proprietary Trading, Equity Derivatives, Bloomberg, Derivatives, Financial Markets
Education
Bishop's University
BMO Capital Markets January 1990 - Present
Skills
Trading Systems, Electronic Trading, Equities, Capital Markets, Equity Trading, Options, Risk Management, Trading System, Securities, Hedging, Trading, Prime Brokerage, Proprietary Trading, Equity Derivatives, Bloomberg, Derivatives, Financial Markets
Education
Bishop's University
Nazeer Hussain Nazeer Hussain's BMO Capital Markets Experience November 2014 - Present
Job Technical Consultant at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets November 2014 - Present
Emirates Airlines June 2004 - September 2014
Lisec Software June 1999 - August 2004
Lisec GmbH 1999 - 2003
Ashok Leyland 1996 - 1999
Ashok Leyland IT 1996 - 1999
Skills
VMware Infrastructure, vSphere, Veritas Cluster Server, HP Openview, RedHat, Server Farms, Databases, VMware, Linux, AIX, Networking, Virtualization, Testing, Data Center, System Administration, Servers, ITIL, Enterprise Architecture, Storage, Infrastructure, Hardware, Technical Architecture, VMware ESX, High Availability, IT Management, Unix, IT Service Management, Data Migration, Big Data, cloudera, Hadoop, HP Server Hardware, Blade Servers, Dell PowerEdge Servers, IBM Servers, IBM Storage, xSeries, pSeries, vCenter, VCP, RHCE, Kickstart, z/VM, Tivoli, BMC Patrol, JBoss, Extranet, Red Hat Linux, Capacity Planning, ITIL Certified
Education
Amity Business School 2008 — 2010
MBA, Information Technology
BMO Capital Markets November 2014 - Present
Emirates Airlines June 2004 - September 2014
Lisec Software June 1999 - August 2004
Lisec GmbH 1999 - 2003
Ashok Leyland 1996 - 1999
Ashok Leyland IT 1996 - 1999
Skills
VMware Infrastructure, vSphere, Veritas Cluster Server, HP Openview, RedHat, Server Farms, Databases, VMware, Linux, AIX, Networking, Virtualization, Testing, Data Center, System Administration, Servers, ITIL, Enterprise Architecture, Storage, Infrastructure, Hardware, Technical Architecture, VMware ESX, High Availability, IT Management, Unix, IT Service Management, Data Migration, Big Data, cloudera, Hadoop, HP Server Hardware, Blade Servers, Dell PowerEdge Servers, IBM Servers, IBM Storage, xSeries, pSeries, vCenter, VCP, RHCE, Kickstart, z/VM, Tivoli, BMC Patrol, JBoss, Extranet, Red Hat Linux, Capacity Planning, ITIL Certified
Education
Amity Business School 2008 — 2010
MBA, Information Technology
Anders Grorud's BMO Capital Markets Experience July 2015 - Present
Job Analyst at BMO Capital Markets
Industry Higher Education
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Madden's on Gull Lake May 2013 - September 2013
ICAP June 2013 - June 2013
Edina Country Club May 2012 - September 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Facebook, Statistics
Education
Boston College 2011 — 2015
Bachelor's Degree, Economics, Graduate
London School of Economics and Political Science 2013 — 2014
Bachelor of Science (BS), Accounting
Minnehaha Academy 2007 — 2011
N/A
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Madden's on Gull Lake May 2013 - September 2013
ICAP June 2013 - June 2013
Edina Country Club May 2012 - September 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Facebook, Statistics
Education
Boston College 2011 — 2015
Bachelor's Degree, Economics, Graduate
London School of Economics and Political Science 2013 — 2014
Bachelor of Science (BS), Accounting
Minnehaha Academy 2007 — 2011
N/A
Jon Ewing's BMO Capital Markets Experience October 2012 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2012 - Present
BofA Merrill Lynch 2007 - 2012
Deutsche Bank 1998 - 2007
Education
Boston College
BMO Capital Markets October 2012 - Present
BofA Merrill Lynch 2007 - 2012
Deutsche Bank 1998 - 2007
Education
Boston College
Caitlin Hiler's BMO Capital Markets Experience December 2012 - July 2013
Job Director, Fundraising Success at DonorPath
Industry Nonprofit Organization Management
Experience
DonorPath January 2015 - Present
Grassroot Soccer July 2013 - July 2014
BMO Capital Markets December 2012 - July 2013
BMO Capital Markets November 2010 - December 2012
BGC Partners August 2009 - November 2010
CBS Sports POWERADE College Intramurals January 2009 - April 2009
BGC Partners June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Online Marketing, Trading Systems, Fixed Income, Electronic Trading, Equities, Trading, Investment Banking, Financial Markets, Advertising, Capital Markets, Program Management, Series 7
Education
Boston College 2005 — 2009
BA, Economics
DonorPath January 2015 - Present
Grassroot Soccer July 2013 - July 2014
BMO Capital Markets December 2012 - July 2013
BMO Capital Markets November 2010 - December 2012
BGC Partners August 2009 - November 2010
CBS Sports POWERADE College Intramurals January 2009 - April 2009
BGC Partners June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Online Marketing, Trading Systems, Fixed Income, Electronic Trading, Equities, Trading, Investment Banking, Financial Markets, Advertising, Capital Markets, Program Management, Series 7
Education
Boston College 2005 — 2009
BA, Economics
Nareg (Eric) Korogluyan Nareg (Eric) Korogluyan's BMO Capital Markets Experience July 2011 - June 2012
Job Associate at Amos Financial
Industry Investment Management
Experience
Amos Financial June 2012 - Present
BMO Capital Markets July 2011 - June 2012
KeyBanc Capital Markets June 2010 - August 2010
IBM January 2010 - June 2010
AMOS Financial May 2009 - January 2010
Kelley School of Business August 2008 - January 2010
Cole Haan May 2007 - September 2007
Skills
Microsoft Office, Computer Hardware, Highly Adaptable, Factset, Capital Markets, Risk, Credit, Banking, Financial Reporting, Leadership, Finance, Adaptation, Management, Analysis, Access, Strategy, Business Planning, Financial Risk, PowerPoint
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Boğaziçi Üniversitesi 2007 — 2008
Summer micro-economics course
Deerfield High School 2003 — 2007
Amos Financial June 2012 - Present
BMO Capital Markets July 2011 - June 2012
KeyBanc Capital Markets June 2010 - August 2010
IBM January 2010 - June 2010
AMOS Financial May 2009 - January 2010
Kelley School of Business August 2008 - January 2010
Cole Haan May 2007 - September 2007
Skills
Microsoft Office, Computer Hardware, Highly Adaptable, Factset, Capital Markets, Risk, Credit, Banking, Financial Reporting, Leadership, Finance, Adaptation, Management, Analysis, Access, Strategy, Business Planning, Financial Risk, PowerPoint
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance
Boğaziçi Üniversitesi 2007 — 2008
Summer micro-economics course
Deerfield High School 2003 — 2007
Alyss Vavricka's BMO Capital Markets Experience June 2011 - August 2011
Job Senior Analyst, Field Operations
Industry Computer Software
Experience
LivePerson May 2014 - Present
IBM October 2012 - May 2014
BMO Capital Markets June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
New York University August 2010 - December 2010
Philadelphia Office of the Controller June 2010 - August 2010
Skills
Strategy, Analysis, Economics, Management Consulting, Data Analysis, Financial Modeling, Policy, Valuation, Financial Analysis, French, SAP, Italian, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project
Education
Barnard College 2009 — 2012
Bachelor of Arts
Columbia University in the City of New York 2009 — 2012
NYU 2010 — 2010
Coursework at Villa La Pietra Campus in Florence, Italy
Villanova University 2008 — 2009
Moorestown Friends School 2004 — 2008
High School
LivePerson May 2014 - Present
IBM October 2012 - May 2014
BMO Capital Markets June 2011 - August 2011
Morgan Stanley Smith Barney February 2011 - May 2011
New York University August 2010 - December 2010
Philadelphia Office of the Controller June 2010 - August 2010
Skills
Strategy, Analysis, Economics, Management Consulting, Data Analysis, Financial Modeling, Policy, Valuation, Financial Analysis, French, SAP, Italian, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project
Education
Barnard College 2009 — 2012
Bachelor of Arts
Columbia University in the City of New York 2009 — 2012
NYU 2010 — 2010
Coursework at Villa La Pietra Campus in Florence, Italy
Villanova University 2008 — 2009
Moorestown Friends School 2004 — 2008
High School
CJ Bardy CJ Bardy's BMO Capital Markets Experience December 2009 - May 2015
Job Director Equity Finance BMO Capital Markets | Equity Derivatives
Industry Investment Management
Experience
BMO Capital Markets December 2009 - May 2015
Paloma Partners April 2007 - January 2010
Sagamore Hill Capital Management April 2004 - October 2005
Merrill Lynch October 2001 - April 2004
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Trading, Equity Derivatives, Prime Brokerage, Investment Banking, Trading Systems, Alternative Investments, Securities, Securities Lending, Series 7, Financial Markets, Swaps, Options, Electronic Trading, Valuation, Waste Management
Education
Boston University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Fountain Valley High School 1994 — 1999
BMO Capital Markets December 2009 - May 2015
Paloma Partners April 2007 - January 2010
Sagamore Hill Capital Management April 2004 - October 2005
Merrill Lynch October 2001 - April 2004
Skills
Equities, Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Trading, Equity Derivatives, Prime Brokerage, Investment Banking, Trading Systems, Alternative Investments, Securities, Securities Lending, Series 7, Financial Markets, Swaps, Options, Electronic Trading, Valuation, Waste Management
Education
Boston University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Fountain Valley High School 1994 — 1999
Ashley Hutchinson Ashley Hutchinson's BMO Capital Markets Experience June 2009 - June 2012
Job Editor & Founder of SedBona.com, Photographer
Industry Photography
Experience
BMO Capital Markets June 2009 - June 2012
BMO Capital Markets December 2008 - January 2009
Beloit College August 2006 - December 2008
Griffin, Kubik, Stephens & Thompson May 2008 - August 2008
Ashoka November 2007 - December 2007
Griffin, Kubik, Stephens & Thompson May 2007 - August 2007
Beloit College August 2006 - May 2007
Beloit College August 2005 - May 2007
Skills
Research, Social Media, Microsoft Office, Public Speaking, Editing, Event Planning
Education
Beloit College 2005 — 2009
B.A., International Relations- Economic Development
BMO Capital Markets June 2009 - June 2012
BMO Capital Markets December 2008 - January 2009
Beloit College August 2006 - December 2008
Griffin, Kubik, Stephens & Thompson May 2008 - August 2008
Ashoka November 2007 - December 2007
Griffin, Kubik, Stephens & Thompson May 2007 - August 2007
Beloit College August 2006 - May 2007
Beloit College August 2005 - May 2007
Skills
Research, Social Media, Microsoft Office, Public Speaking, Editing, Event Planning
Education
Beloit College 2005 — 2009
B.A., International Relations- Economic Development
Jerome Lavoie Jerome Lavoie's BMO Capital Markets Experience November 2011 - Present
Job Vice President FX Corporate and Institutional Sales at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets November 2011 - Present
BMO Capital Markets September 2007 - October 2011
Scotiabank June 2006 - September 2007
Skills
Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Financial Analysis, Sales
Education
Bishop's University 2003 — 2006
Bachelor of Business Administration (BBA), Major in Finance and Economics
BMO Capital Markets November 2011 - Present
BMO Capital Markets September 2007 - October 2011
Scotiabank June 2006 - September 2007
Skills
Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Financial Analysis, Sales
Education
Bishop's University 2003 — 2006
Bachelor of Business Administration (BBA), Major in Finance and Economics
Katie Ferriter Katie Ferriter's BMO Capital Markets Experience October 2014 - Present
Job Operations Coordinator at BMO Capital Markets
Industry Marketing and Advertising
Experience
BMO Capital Markets October 2014 - Present
Limerick Chamber July 2014 - September 2014
Chawkes Centra May 2014 - July 2014
Limerick Chamber July 2013 - September 2013
NO LIMITS August 2011 - December 2012
Limerick Chamber August 2011 - November 2012
Skills
Eventbrite, Cvent, Vertical Response, Customer Service, Tessitura, Grassroots Marketing, iContact, Email Marketing, Social Media, Social Networking, Event Management, Marketing Communications, Entertainment, Management, Online Marketing, Social Media Marketing, Public Speaking, Public Relations, Business Development, Business Planning, Start-ups, Entrepreneurship, Marketing, Leadership, Marketing Strategy, Retail, Market Research, Online Advertising, Facebook, Digital Marketing
Education
University of Limerick 2013 — 2014
Master's degree, Marketing, Consumption & Society, 1.1
Graduate of The Marketing Institute of Ireland 2014 — 2014
University of Limerick, Mary Immaculate College 2009 — 2013
Liberal Arts, Philosophy, English
Castletroy College 2003 — 2009
BMO Capital Markets October 2014 - Present
Limerick Chamber July 2014 - September 2014
Chawkes Centra May 2014 - July 2014
Limerick Chamber July 2013 - September 2013
NO LIMITS August 2011 - December 2012
Limerick Chamber August 2011 - November 2012
Skills
Eventbrite, Cvent, Vertical Response, Customer Service, Tessitura, Grassroots Marketing, iContact, Email Marketing, Social Media, Social Networking, Event Management, Marketing Communications, Entertainment, Management, Online Marketing, Social Media Marketing, Public Speaking, Public Relations, Business Development, Business Planning, Start-ups, Entrepreneurship, Marketing, Leadership, Marketing Strategy, Retail, Market Research, Online Advertising, Facebook, Digital Marketing
Education
University of Limerick 2013 — 2014
Master's degree, Marketing, Consumption & Society, 1.1
Graduate of The Marketing Institute of Ireland 2014 — 2014
University of Limerick, Mary Immaculate College 2009 — 2013
Liberal Arts, Philosophy, English
Castletroy College 2003 — 2009
Irene Hatzimihalis Irene Hatzimihalis's BMO Capital Markets Experience April 2005 - July 2009
Job Vice President at SMBC Nikko Securities America
Industry Capital Markets
Experience
SMBC Nikko Securities America October 2011 - Present
BMO Capital Markets April 2005 - July 2009
Unicredito Italiano July 2002 - December 2004
Blue Financial Communication S.r.l. December 2001 - July 2002
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Capital Markets
Education
New York University 2009 — 2011
NYU Continuing Education Program, Financial Modeling, Valuing a Business, Corp Finance, Venture Capital & PE, Adv Corp Finance
Università degli Studi di Siena 2001 — 2003
Masters in Banking and Finance
Athens University of Economics and Business 1994 — 1999
Bachelor of Science, Economics
SMBC Nikko Securities America October 2011 - Present
BMO Capital Markets April 2005 - July 2009
Unicredito Italiano July 2002 - December 2004
Blue Financial Communication S.r.l. December 2001 - July 2002
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Capital Markets
Education
New York University 2009 — 2011
NYU Continuing Education Program, Financial Modeling, Valuing a Business, Corp Finance, Venture Capital & PE, Adv Corp Finance
Università degli Studi di Siena 2001 — 2003
Masters in Banking and Finance
Athens University of Economics and Business 1994 — 1999
Bachelor of Science, Economics
David Cornman's BMO Capital Markets Experience June 2015 - Present
Job Research Analyst at Middlegate Capital Management
Industry
Experience
BMO Capital Markets June 2015 - Present
Middlegate Capital Management June 2014 - Present
The Moret Group September 2012 - Present
CFA Institute Global Research Competition October 2013 - January 2014
The Moret Group June 2012 - August 2012
Escalate May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Negotiation, Sales, Management, Marketing, Budgets, Pricing, Retail
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Finance
City University of New York-Brooklyn College 2012 — 2016
Finance, Business, 3.7/4.0
BMO Capital Markets June 2015 - Present
Middlegate Capital Management June 2014 - Present
The Moret Group September 2012 - Present
CFA Institute Global Research Competition October 2013 - January 2014
The Moret Group June 2012 - August 2012
Escalate May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Public Speaking, Negotiation, Sales, Management, Marketing, Budgets, Pricing, Retail
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Finance
City University of New York-Brooklyn College 2012 — 2016
Finance, Business, 3.7/4.0
Dan Pilat Dan Pilat's BMO Capital Markets Experience April 2013 - November 2013
Job Digital Strategist | Project Manager
Industry Management Consulting
Experience
concept9 Digital Agency 2013 - Present
Mother Goose Venture Developers 2013 - Present
McGill University June 2013 - Present
BMO Capital Markets April 2013 - November 2013
TD Securities May 2011 - April 2013
McGill University January 2009 - December 2011
Sargon Invest January 2007 - November 2010
Aspen Science Center August 2006 - August 2006
Skills
Software Project..., Business Analysis, Requirements Gathering, Capital Markets, SDLC, Trading Systems, MS Project, Project Management, Entrepreneurship, Start-ups, Business Requirements, Consulting, Business Development, SQL, Technology Start-up, User Experience, Interest Rate..., Leadership, Management, Strategy, Business Strategy, Strategic Planning, Marketing
Education
McGill University 2008 — 2011
Bachelor of Commerce, Management Information Systems Major, International Business, 3.67/4
University of Manchester - Manchester Business School 2010 — 2010
Exchange, International Business, Information Systems, Marketing
Vanier College 2006 — 2008
DEC, International Business (Honours Commerce)
concept9 Digital Agency 2013 - Present
Mother Goose Venture Developers 2013 - Present
McGill University June 2013 - Present
BMO Capital Markets April 2013 - November 2013
TD Securities May 2011 - April 2013
McGill University January 2009 - December 2011
Sargon Invest January 2007 - November 2010
Aspen Science Center August 2006 - August 2006
Skills
Software Project..., Business Analysis, Requirements Gathering, Capital Markets, SDLC, Trading Systems, MS Project, Project Management, Entrepreneurship, Start-ups, Business Requirements, Consulting, Business Development, SQL, Technology Start-up, User Experience, Interest Rate..., Leadership, Management, Strategy, Business Strategy, Strategic Planning, Marketing
Education
McGill University 2008 — 2011
Bachelor of Commerce, Management Information Systems Major, International Business, 3.67/4
University of Manchester - Manchester Business School 2010 — 2010
Exchange, International Business, Information Systems, Marketing
Vanier College 2006 — 2008
DEC, International Business (Honours Commerce)
Yan Gao Yan Gao's BMO Capital Markets Experience March 2010 - Present
Job Director, oil & gas department at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2010 - Present
Talisman Energy May 2009 - November 2009
RBC Capital Markets June 2006 - May 2009
Schlumberger September 1997 - December 2003
Skills
P.Eng, CFA level II, Petroleum, Financial Modeling, Energy, Business Analysis, Project Management
Education
Harvard Business School 2012 — 2012
Executive education, Strategic Financial Analysis for Business Evaluation
Richard Ivey School of Business 2004 — 2006
MBA
Beijing Union University 1993 — 1997
Bachelor of science, Mechanical design & engineering
BMO Capital Markets March 2010 - Present
Talisman Energy May 2009 - November 2009
RBC Capital Markets June 2006 - May 2009
Schlumberger September 1997 - December 2003
Skills
P.Eng, CFA level II, Petroleum, Financial Modeling, Energy, Business Analysis, Project Management
Education
Harvard Business School 2012 — 2012
Executive education, Strategic Financial Analysis for Business Evaluation
Richard Ivey School of Business 2004 — 2006
MBA
Beijing Union University 1993 — 1997
Bachelor of science, Mechanical design & engineering
Minhaj Choudhury's BMO Capital Markets Experience October 2012 - December 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
BMO Capital Markets October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Apollo Global Management LLC September 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
Economic Club of New York January 2009 - July 2011
International Council of Jurists (India) June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Major: Finance; Minor: English
Bronx High School of Science 2004 — 2008
BlackRock August 2013 - Present
BMO Capital Markets October 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Apollo Global Management LLC September 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
Economic Club of New York January 2009 - July 2011
International Council of Jurists (India) June 2010 - August 2010
Bloomberg LP June 2008 - August 2008
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Major: Finance; Minor: English
Bronx High School of Science 2004 — 2008
Teresa Morrison Teresa Morrison's BMO Capital Markets Experience October 1994 - Present
Job Technical Services Manager, Oil & Gas Engineering, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 1994 - Present
Skills
Energy Industry, Petroleum, Microsoft Office 2010..., GeoScout, Value Navigator Software, ARIES Software, AccuMap Software, Office Management, PetroDesk Software, Data Gathering, Technical Writing and..., Written & Verbal..., Internet Research, Multi-tasked, Open Text Livelink, Work Well Independently, Self-motivated Team..., Always Punctual, Always Willing to Learn, Enjoy Challenges, Reserves, Data Collection, Oil, Online Research, Completion, Due Diligence, Energy, Financial Analysis, Financial Modeling, Oil, Management, Valuation, Risk Management
Education
Athabasca University 2013 — 2018
Bachelor of Commerce (B.Com.), Accounting
Southern Alberta Institute of Technology / SAIT 2012 — 2012
Petroleum Land Administration, A+
Olds College
Diploma, Business Administration and Management, General
BMO Capital Markets October 1994 - Present
Skills
Energy Industry, Petroleum, Microsoft Office 2010..., GeoScout, Value Navigator Software, ARIES Software, AccuMap Software, Office Management, PetroDesk Software, Data Gathering, Technical Writing and..., Written & Verbal..., Internet Research, Multi-tasked, Open Text Livelink, Work Well Independently, Self-motivated Team..., Always Punctual, Always Willing to Learn, Enjoy Challenges, Reserves, Data Collection, Oil, Online Research, Completion, Due Diligence, Energy, Financial Analysis, Financial Modeling, Oil, Management, Valuation, Risk Management
Education
Athabasca University 2013 — 2018
Bachelor of Commerce (B.Com.), Accounting
Southern Alberta Institute of Technology / SAIT 2012 — 2012
Petroleum Land Administration, A+
Olds College
Diploma, Business Administration and Management, General
Elizabeth Suazo Di Paola - Otero's BMO Capital Markets Experience June 2015 - Present
Job BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2015 - Present
NYC Department of Information Technology & Telecommunications February 2015 - June 2015
Taxi Club Management, Inc. July 2007 - July 2014
Skills
Cash Management, Financial Reporting, Cash Flow, QuickBooks, Banking, Negotiation, Team Leadership, Corporate Communications, Human Resources, Employee Engagement, Marketing, Research, Prioritize Workload, Microsoft Excel, Microsoft Word, Outlook, Writing, Text Editing, Report Writing, Proposal Writing, Creative Writing, Customer Service, Management, PowerPoint, Leadership
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Arts (B.A.), Business/Corporate Communications
BMO Capital Markets June 2015 - Present
NYC Department of Information Technology & Telecommunications February 2015 - June 2015
Taxi Club Management, Inc. July 2007 - July 2014
Skills
Cash Management, Financial Reporting, Cash Flow, QuickBooks, Banking, Negotiation, Team Leadership, Corporate Communications, Human Resources, Employee Engagement, Marketing, Research, Prioritize Workload, Microsoft Excel, Microsoft Word, Outlook, Writing, Text Editing, Report Writing, Proposal Writing, Creative Writing, Customer Service, Management, PowerPoint, Leadership
Education
City University of New York-Baruch College 2011 — 2015
Bachelor of Arts (B.A.), Business/Corporate Communications
Juliene Tochetto Juliene Tochetto's BMO Capital Markets Experience August 2014 - August 2014
Job Réceptionniste Assistante Administrative na Radialpoint
Industry Facilities Services
Experience
BMO Capital Markets August 2014 - August 2014
Radialpoint November 2013 - April 2014
Equilibrium Yoga September 2013 - January 2014
Babel Group - Language School October 2009 - September 2012
Grupo A November 2007 - June 2009
Skills
Bussiness Meetings, Confidentiality, Executive Level..., Calendar Planning, Administration, Teamwork, Purchasing, Negotiation, Internal Communications, Research, Outlook, English, Spanish, French, Portuguese, Microsoft Excel, Microsoft Office, Job Scheduling, Goal Oriented, Francês
Education
McGill University 2014 — 2015
Université du Québec à Montréal 2013 — 2013
Universidade Luterana do Brasil 2006 — 2010
Bachelor's degree, Trilingual Executive Secretary (Portuguese, English and Spanish)
CCUSA - Work Experience USA 2005 — 2006
Programme d’immersion linguistique et d’intégration professionnelle
Cégep du Vieux Montréal (MICC)
Francês Escrito
Centre Lartigue
BMO Capital Markets August 2014 - August 2014
Radialpoint November 2013 - April 2014
Equilibrium Yoga September 2013 - January 2014
Babel Group - Language School October 2009 - September 2012
Grupo A November 2007 - June 2009
Skills
Bussiness Meetings, Confidentiality, Executive Level..., Calendar Planning, Administration, Teamwork, Purchasing, Negotiation, Internal Communications, Research, Outlook, English, Spanish, French, Portuguese, Microsoft Excel, Microsoft Office, Job Scheduling, Goal Oriented, Francês
Education
McGill University 2014 — 2015
Université du Québec à Montréal 2013 — 2013
Universidade Luterana do Brasil 2006 — 2010
Bachelor's degree, Trilingual Executive Secretary (Portuguese, English and Spanish)
CCUSA - Work Experience USA 2005 — 2006
Programme d’immersion linguistique et d’intégration professionnelle
Cégep du Vieux Montréal (MICC)
Francês Escrito
Centre Lartigue
Vincent Chao's BMO Capital Markets Experience July 2013 - October 2014
Job Associate at RUBICON technology partners
Industry Investment Management
Experience
RUBICON technology partners September 2015 - Present
Lazard November 2014 - August 2015
BMO Capital Markets July 2013 - October 2014
Brightcove August 2012 - May 2013
Boston College October 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Peregrine Acquisitions // Green Tire Systems June 2010 - September 2010
Self Employed May 2009 - September 2010
Morristown Memorial Hospital June 2006 - September 2009
Skills
Financial Analysis, Business Analysis, Credit Analysis, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Mandarin, Data Analysis, Research, Microsoft Word, Valuation, Corporate Finance, Equity Research, VBA, Access, Analytics, Corporate FP&A, Salesforce.com, Essbase, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
BS, Management with Finance Concentration
Boston College 2009 — 2013
BA, Mathematics
The Hong Kong University of Science and Technology 2011 — 2011
Study Abroad, Finance
Parsippany Hills High School 2005 — 2009
High School
RUBICON technology partners September 2015 - Present
Lazard November 2014 - August 2015
BMO Capital Markets July 2013 - October 2014
Brightcove August 2012 - May 2013
Boston College October 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Peregrine Acquisitions // Green Tire Systems June 2010 - September 2010
Self Employed May 2009 - September 2010
Morristown Memorial Hospital June 2006 - September 2009
Skills
Financial Analysis, Business Analysis, Credit Analysis, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg, Mandarin, Data Analysis, Research, Microsoft Word, Valuation, Corporate Finance, Equity Research, VBA, Access, Analytics, Corporate FP&A, Salesforce.com, Essbase, Mergers & Acquisitions
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
BS, Management with Finance Concentration
Boston College 2009 — 2013
BA, Mathematics
The Hong Kong University of Science and Technology 2011 — 2011
Study Abroad, Finance
Parsippany Hills High School 2005 — 2009
High School
Angelo Bucolo's BMO Capital Markets Experience January 2009 - January 2009
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan July 2013 - December 2014
J.P. Morgan June 2011 - July 2013
J.P. Morgan June 2010 - August 2010
The City University of New York - Central Office June 2009 - June 2010
First Empire Securities, Inc November 2009 - May 2010
BMO Capital Markets January 2009 - January 2009
Skills
Fixed Income, Investment Banking, Trading, Options, Equities, Financial Modeling, Bloomberg Terminal, Bloomberg, Corporate Finance, Access, Financial Analysis, PowerPoint, Due Diligence, Microsoft Excel, Financial Reporting, Microsoft Office, Accounting, Outlook, Derivatives, Foreign Exchange, Risk Management, Consulting, Marketing, Strategy, Sales, Automotive, Project Management, Research, SNL, Analysis, Banking, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Major: Finance and Investments; Minor: Interdisciplinary Studies of NYC, 3.97 / 4.00
Long Island Lutheran High School 2003 — 2007
High School Diploma with Honors, 97.49 / 100.00
J.P. Morgan December 2014 - Present
J.P. Morgan July 2013 - December 2014
J.P. Morgan June 2011 - July 2013
J.P. Morgan June 2010 - August 2010
The City University of New York - Central Office June 2009 - June 2010
First Empire Securities, Inc November 2009 - May 2010
BMO Capital Markets January 2009 - January 2009
Skills
Fixed Income, Investment Banking, Trading, Options, Equities, Financial Modeling, Bloomberg Terminal, Bloomberg, Corporate Finance, Access, Financial Analysis, PowerPoint, Due Diligence, Microsoft Excel, Financial Reporting, Microsoft Office, Accounting, Outlook, Derivatives, Foreign Exchange, Risk Management, Consulting, Marketing, Strategy, Sales, Automotive, Project Management, Research, SNL, Analysis, Banking, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Major: Finance and Investments; Minor: Interdisciplinary Studies of NYC, 3.97 / 4.00
Long Island Lutheran High School 2003 — 2007
High School Diploma with Honors, 97.49 / 100.00
Shang Jiao Shang Jiao's BMO Capital Markets Experience June 2012 - Present
Job Intern at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2012 - Present
Citic group June 2011 - July 2011
Nomura International (Hong Kong) Limited July 2010 - August 2010
Royal Bank of Scotland Group January 2009 - March 2009
Skills
Fixed Income
Education
Washington University in St Louis 2011 — 2013
Master of Science, Finance in Quantitative Finance
Northeastern University 2009 — 2011
MS, Leadership in Financial Institutions and Markets
Beijing University of Technology 2005 — 2009
Bachelor of Engineering, Electronic Engineering
BMO Capital Markets June 2012 - Present
Citic group June 2011 - July 2011
Nomura International (Hong Kong) Limited July 2010 - August 2010
Royal Bank of Scotland Group January 2009 - March 2009
Skills
Fixed Income
Education
Washington University in St Louis 2011 — 2013
Master of Science, Finance in Quantitative Finance
Northeastern University 2009 — 2011
MS, Leadership in Financial Institutions and Markets
Beijing University of Technology 2005 — 2009
Bachelor of Engineering, Electronic Engineering
Svetlana Khozeeva Svetlana Khozeeva's BMO Capital Markets Experience April 2012 - Present
Job IT Consultant
Industry Information Technology and Services
Experience
BMO Capital Markets April 2012 - Present
Bank of Montreal March 2011 - November 2011
JP Morgan Chase Bank - Toronto May 2008 - March 2011
IBM Canada Ltd. May 2000 - April 2008
Skills
COBOL, CICS, DB2, MQ Series, IMS, JCL, VSAM, PL/1, XML, MVS/ESA, TSO, Easytrieve, SPUFI, QMF, Xpediter, WebSphere MQ, Mainframe, Systems Analysis, MVS
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1989 — 1995
B.Sc., Economics
BMO Capital Markets April 2012 - Present
Bank of Montreal March 2011 - November 2011
JP Morgan Chase Bank - Toronto May 2008 - March 2011
IBM Canada Ltd. May 2000 - April 2008
Skills
COBOL, CICS, DB2, MQ Series, IMS, JCL, VSAM, PL/1, XML, MVS/ESA, TSO, Easytrieve, SPUFI, QMF, Xpediter, WebSphere MQ, Mainframe, Systems Analysis, MVS
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1989 — 1995
B.Sc., Economics
Lech Czerski Lech Czerski's BMO Capital Markets Experience June 2014 - Present
Job BMO Capital
Industry Investment Banking
Experience
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
BMO Capital Markets June 2014 - Present
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch July 2007 - March 2013
Banc of America Securities 2006 - 2006
State Street July 2001 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Valuation, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Banking, Due Diligence, M&A experience, Business Valuation, LBO, Capital Markets, Equities, Client Relationship..., Business Development, Food & Beverage, Consumer Products, Client Coverage, Team Leadership, Mentoring, Credit, Project Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Suffolk University - Sawyer School of Management 2002 — 2004
MSF
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
Eugene Joly's BMO Capital Markets Experience March 2015 - Present
Job Vice President
Industry Investment Banking
Experience
BMO Capital Markets March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch July 2011 - December 2014
Bank of America Merrill Lynch May 2010 - August 2010
AvalonBay Communities Inc. June 2007 - June 2009
Sogeti USA LLC August 2005 - May 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Boston College 2001 — 2005
BS
Georgetown Preparatory School 1997 — 2001
BMO Capital Markets March 2015 - Present
Bank of America Merrill Lynch January 2015 - March 2015
Bank of America Merrill Lynch July 2011 - December 2014
Bank of America Merrill Lynch May 2010 - August 2010
AvalonBay Communities Inc. June 2007 - June 2009
Sogeti USA LLC August 2005 - May 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Boston College 2001 — 2005
BS
Georgetown Preparatory School 1997 — 2001
Alex Vityuk Alex Vityuk's BMO Capital Markets Experience August 2010 - January 2013
Job Programmer Analyst Consultant at Grand & Toy
Industry Information Technology and Services
Experience
Grand & Toy February 2013 - Present
BMO Capital Markets August 2010 - January 2013
DMTI Spatial July 2000 - October 2010
PRAPS Group Ltd., Kyiv, Ukraine 1996 - 1999
Researching Institute “Rhythm” at Kyiv Polytechnic University, Kyiv, Ukraine 1995 - 1996
LOBO Ltd., Kyiv, Ukraine 1993 - 1995
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1990 - 1993
Skills
Microsoft SQL Server, SQL, .NET, Databases, Requirements Analysis, Web Services, C#, Database Design, Web Applications, ASP.NET, Oracle, WCF, PL/SQL, C++, Software Design, Architecture, Software Development, SOA, Agile Methodologies, XML, Visual Studio, SDLC, Business Intelligence, Unix, IIS, Software Project..., Integration, UML, Enterprise Architecture, Data Modeling, T-SQL, Architectures
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1985 — 1990
Postgraduate education
Vinnic'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
Mc.Sc.
Grand & Toy February 2013 - Present
BMO Capital Markets August 2010 - January 2013
DMTI Spatial July 2000 - October 2010
PRAPS Group Ltd., Kyiv, Ukraine 1996 - 1999
Researching Institute “Rhythm” at Kyiv Polytechnic University, Kyiv, Ukraine 1995 - 1996
LOBO Ltd., Kyiv, Ukraine 1993 - 1995
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1990 - 1993
Skills
Microsoft SQL Server, SQL, .NET, Databases, Requirements Analysis, Web Services, C#, Database Design, Web Applications, ASP.NET, Oracle, WCF, PL/SQL, C++, Software Design, Architecture, Software Development, SOA, Agile Methodologies, XML, Visual Studio, SDLC, Business Intelligence, Unix, IIS, Software Project..., Integration, UML, Enterprise Architecture, Data Modeling, T-SQL, Architectures
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1985 — 1990
Postgraduate education
Vinnic'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
Mc.Sc.
Frank Ren Frank Ren's BMO Capital Markets Experience July 2008 - August 2014
Job Sr. Business Technology Specialist at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
BMO Capital Markets July 2008 - August 2014
Filogix November 2004 - July 2008
Motorola October 1999 - June 2001
Hypercom November 1997 - October 1999
Sun Microsystems November 1996 - October 1997
Bull Information Systems October 1990 - October 1996
Beijing Qingyun Instrument Co. Ltd. August 1988 - September 1990
Skills
Requirements Gathering, Business Strategy, SDLC, Product Management, Business Analysis, Banking, Leadership, Coaching, Agile Methodologies, Business Development, Requirements Analysis, CRM, Management, Enterprise Architecture, Security, Strategic Planning, Sales, Contract Negotiation, Integration, Strategy, Software Project..., Networking, Risk Management, Business Intelligence, Management Consulting, SOA, Business Process, Business Process..., Marketing, Negotiation, Sales Management, Financial Services, Forecasting, IT Strategy, Vendor Management, Software Development, Project Portfolio..., Key Account Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Finance & Marketing
Beihang University 1984 — 1988
Bachelor, Computer science and engineering
BMO Financial Group August 2014 - Present
BMO Capital Markets July 2008 - August 2014
Filogix November 2004 - July 2008
Motorola October 1999 - June 2001
Hypercom November 1997 - October 1999
Sun Microsystems November 1996 - October 1997
Bull Information Systems October 1990 - October 1996
Beijing Qingyun Instrument Co. Ltd. August 1988 - September 1990
Skills
Requirements Gathering, Business Strategy, SDLC, Product Management, Business Analysis, Banking, Leadership, Coaching, Agile Methodologies, Business Development, Requirements Analysis, CRM, Management, Enterprise Architecture, Security, Strategic Planning, Sales, Contract Negotiation, Integration, Strategy, Software Project..., Networking, Risk Management, Business Intelligence, Management Consulting, SOA, Business Process, Business Process..., Marketing, Negotiation, Sales Management, Financial Services, Forecasting, IT Strategy, Vendor Management, Software Development, Project Portfolio..., Key Account Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Finance & Marketing
Beihang University 1984 — 1988
Bachelor, Computer science and engineering
Gunaseelan Rajadurai's BMO Capital Markets Experience November 2008 - June 2009
Job Field Service Analyst at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal September 2009 - Present
N/A - Currently Self Employed August 2009 - Present
BMO Capital Markets November 2008 - June 2009
BMO Nesbitt Burns November 2007 - October 2008
General Electric, Energy June 2006 - October 2007
CCSI compucom 2006 - 2007
Seimens June 2004 - May 2006
Education
University of Peradeniya 2000 — 2004
B.A, General
Dawson College 1999 — 2000
Eastern University, Sri Lanka 1990 — 1995
bsc
Bank of Montreal September 2009 - Present
N/A - Currently Self Employed August 2009 - Present
BMO Capital Markets November 2008 - June 2009
BMO Nesbitt Burns November 2007 - October 2008
General Electric, Energy June 2006 - October 2007
CCSI compucom 2006 - 2007
Seimens June 2004 - May 2006
Education
University of Peradeniya 2000 — 2004
B.A, General
Dawson College 1999 — 2000
Eastern University, Sri Lanka 1990 — 1995
bsc
Hodge Lai Hodge Lai's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2014 - Present
Morgan Stanley June 2013 - August 2013
Aviva Canada April 2012 - August 2012
BMO December 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Financial Analysis, Financial Reporting
Education
Guanghua School of Management 2014 — 2014
Exchange Program, Business Administration and Management, General
York University - Schulich School of Business 2010 — 2014
BBA, Finance
Brebeuf College C.S.S. 2006 — 2010
High School Diploma
BMO Capital Markets July 2014 - Present
Morgan Stanley June 2013 - August 2013
Aviva Canada April 2012 - August 2012
BMO December 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Financial Analysis, Financial Reporting
Education
Guanghua School of Management 2014 — 2014
Exchange Program, Business Administration and Management, General
York University - Schulich School of Business 2010 — 2014
BBA, Finance
Brebeuf College C.S.S. 2006 — 2010
High School Diploma
John Orlando's BMO Capital Markets Experience November 2011 - June 2013
Job Vice President at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank August 2015 - Present
Square 1 Bank May 2014 - August 2015
NXT Capital Venture Finance July 2013 - January 2014
BMO Capital Markets November 2011 - June 2013
Bank of America Merrill Lynch June 2010 - November 2011
Skills
Venture Capital, Private Equity, Investment Banking, Hedge Funds, Investment Management, Credit, Financial Modeling, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Marketing
Quincy High School 2003 — 2006
Square 1 Bank August 2015 - Present
Square 1 Bank May 2014 - August 2015
NXT Capital Venture Finance July 2013 - January 2014
BMO Capital Markets November 2011 - June 2013
Bank of America Merrill Lynch June 2010 - November 2011
Skills
Venture Capital, Private Equity, Investment Banking, Hedge Funds, Investment Management, Credit, Financial Modeling, Valuation, Capital Markets, Bloomberg, Corporate Finance, Equities, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions
Education
Boston College 2006 — 2010
Bachelor of Science, Finance & Marketing
Quincy High School 2003 — 2006
Helena Burke-Bevan Helena Burke-Bevan's BMO Capital Markets Experience June 2004 - July 2009
Job Director of Museum Finance at The Art Institute of Chicago
Industry Financial Services
Experience
The Art Institute of Chicago March 2013 - Present
BMO Harris Bank February 2010 - March 2013
BMO Capital Markets June 2004 - July 2009
Bridgeview Bank Group February 2000 - June 2004
Music Institute of Chicago July 1998 - February 2000
Music of the Baroque June 1993 - July 1998
The Art Institute of Chicago May 1987 - June 1992
Skills
Credit, Commercial Banking, Financial Modeling, Forecasting, Financial Advisory, Bonds, Debt, Banking, Financial Management, Cash Flow, Credit Analysis, Underwriting, Financial Analysis, Non-profits, Cash Management, Real Estate, Budgeting, Loans, Strategic Planning, Government, Analysis, Budgets, Managerial Finance, Management, Portfolio Management, Accounting, Investments, Risk Management, Fundraising, Strategic Financial..., Treasury Management, Capital Markets, Commercial Lending, Funding, Corporate Finance, Fixed Income, Financial Services, Relationship Management, Credit Risk, Nonprofits
Education
Barat College of DePaul University 1979 — 1983
Bachelor, Management and Business/Mathematics
The Art Institute of Chicago March 2013 - Present
BMO Harris Bank February 2010 - March 2013
BMO Capital Markets June 2004 - July 2009
Bridgeview Bank Group February 2000 - June 2004
Music Institute of Chicago July 1998 - February 2000
Music of the Baroque June 1993 - July 1998
The Art Institute of Chicago May 1987 - June 1992
Skills
Credit, Commercial Banking, Financial Modeling, Forecasting, Financial Advisory, Bonds, Debt, Banking, Financial Management, Cash Flow, Credit Analysis, Underwriting, Financial Analysis, Non-profits, Cash Management, Real Estate, Budgeting, Loans, Strategic Planning, Government, Analysis, Budgets, Managerial Finance, Management, Portfolio Management, Accounting, Investments, Risk Management, Fundraising, Strategic Financial..., Treasury Management, Capital Markets, Commercial Lending, Funding, Corporate Finance, Fixed Income, Financial Services, Relationship Management, Credit Risk, Nonprofits
Education
Barat College of DePaul University 1979 — 1983
Bachelor, Management and Business/Mathematics
Paula Benjumea-Moore Paula Benjumea-Moore's BMO Capital Markets Experience December 2009 - Present
Job Equity Finance professional with a focus on stock loan operations, corporate actions, dividends & collateral management.
Industry Capital Markets
Experience
BMO Capital Markets December 2009 - Present
Paloma Securities, LLC November 2004 - December 2009
PLI inc. February 2003 - November 2004
PLI Inc October 2002 - February 2003
Skills
Cash Management, Equities, Corporate Actions, Derivatives, Hedge Funds, Equity Derivatives, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Back Office, Securities, Trading Systems, Options, FX Options, Investment Banking, Swaps, Electronic Trading, Equity Trading, Bloomberg, Trading
Education
Iona College 2011 — 2016
MBA Candidate, Management
Baruch College, City University of New York (CUNY) 2000 — 2002
Bachelors, Business Administration; Finance and investments
Westchester Community College 1998 — 2000
Associates, Science; International Business
BMO Capital Markets December 2009 - Present
Paloma Securities, LLC November 2004 - December 2009
PLI inc. February 2003 - November 2004
PLI Inc October 2002 - February 2003
Skills
Cash Management, Equities, Corporate Actions, Derivatives, Hedge Funds, Equity Derivatives, Capital Markets, Fixed Income, Middle Office, Prime Brokerage, Back Office, Securities, Trading Systems, Options, FX Options, Investment Banking, Swaps, Electronic Trading, Equity Trading, Bloomberg, Trading
Education
Iona College 2011 — 2016
MBA Candidate, Management
Baruch College, City University of New York (CUNY) 2000 — 2002
Bachelors, Business Administration; Finance and investments
Westchester Community College 1998 — 2000
Associates, Science; International Business
Dawn Baldeo Dawn Baldeo's BMO Capital Markets Experience December 2014 - Present
Job Assistant Vice President
Industry Financial Services
Experience
BMO Capital Markets December 2014 - Present
Citi May 2004 - 2014
Credit Suisse First Boston March 2001 - May 2004
Citibank April 1997 - March 2001
Crossland Federal Savings Bank September 1991 - October 1996
Skills
Equities, Capital Markets, Derivatives, Settlement, Securities, Finance, Fixed Income, Financial Analysis, Banking, Investment Banking, Middle Office, Financial Services, Business Objects, Remittances, Supervisory Skills, Handle Confidential..., Large Volume, Account Reconciliation, Bonds, Hedge Funds, Back Office
Education
Berkeley College 2000 — 2002
Associates, Accounting
BMO Capital Markets December 2014 - Present
Citi May 2004 - 2014
Credit Suisse First Boston March 2001 - May 2004
Citibank April 1997 - March 2001
Crossland Federal Savings Bank September 1991 - October 1996
Skills
Equities, Capital Markets, Derivatives, Settlement, Securities, Finance, Fixed Income, Financial Analysis, Banking, Investment Banking, Middle Office, Financial Services, Business Objects, Remittances, Supervisory Skills, Handle Confidential..., Large Volume, Account Reconciliation, Bonds, Hedge Funds, Back Office
Education
Berkeley College 2000 — 2002
Associates, Accounting
Alex Beygelman Alex Beygelman's BMO Capital Markets Experience July 2011 - June 2014
Job Associate at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - July 2015
BMO Capital Markets July 2011 - June 2014
Bryant Park Capital June 2010 - September 2010
Skills
Bloomberg, Valuation, Financial Modeling, Capital IQ, Private Equity, Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Alternative Investments, Finance, Economics, Derivatives, LBO, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
BBA
Barclays Investment Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. June 2014 - July 2015
BMO Capital Markets July 2011 - June 2014
Bryant Park Capital June 2010 - September 2010
Skills
Bloomberg, Valuation, Financial Modeling, Capital IQ, Private Equity, Investment Banking, Equity Research, Equities, Fixed Income, Capital Markets, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Alternative Investments, Finance, Economics, Derivatives, LBO, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
BBA
Ian Sylvan Ian Sylvan's BMO Capital Markets Experience 2000 - 2010
Job Managing Director MB Capital Markets Merger & Acquisition Advisory Group
Industry Investment Banking
Experience
MB Financial Bank January 2012 - Present
BMO Capital Markets 2000 - 2010
Bank One Capital Markets 1987 - 2000
American National Bank of Chicago 1987 - 2000
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Arizona State University 1981 — 1985
BS, Finance
MB Financial Bank January 2012 - Present
BMO Capital Markets 2000 - 2010
Bank One Capital Markets 1987 - 2000
American National Bank of Chicago 1987 - 2000
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Arizona State University 1981 — 1985
BS, Finance
Raymond Mo Raymond Mo's BMO Capital Markets Experience January 2014 - Present
Job System Support Analyst II at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
BMO Capital Markets February 2011 - January 2014
Soleil Securities November 2005 - February 2011
Cain Brothers July 2005 - November 2005
BNY Mellon September 1997 - July 2004
Skills
Windows Server 2003, Windows Server 2008, Exchange Server 2003, Exchange Server 2010, Active Directory, Group Policy, Blackberry Enterprise..., Iphone, Windows Mobile, VMware, HP Server, HP Printers, Thomson One, Reuters, Bloomberg Terminal, Cisco switches, Cisco ASA, FactSet, Capital IQ, Salesforce.com, Blackberry, Security+, BMC Remedy, Vulnerability Management, Level 1 & 2, Microsoft Exchange, Windows Server, Disaster Recovery, HP, ASA, Cisco Nexus, iPhone, Troubleshooting, Servers, VPN, MCSA + Messaging, MCITP, ITIL Certified, Thompson One, System Deployment, Software Documentation, IT Service Management, Citrix, Hardware, Windows, Trading Systems, System Administration, Software Installation, Microsoft Certified..., Networking
Education
Baruch College, City University of New York (CUNY) 1997 — 2012
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
BMO Capital Markets January 2014 - Present
BMO Capital Markets February 2011 - January 2014
Soleil Securities November 2005 - February 2011
Cain Brothers July 2005 - November 2005
BNY Mellon September 1997 - July 2004
Skills
Windows Server 2003, Windows Server 2008, Exchange Server 2003, Exchange Server 2010, Active Directory, Group Policy, Blackberry Enterprise..., Iphone, Windows Mobile, VMware, HP Server, HP Printers, Thomson One, Reuters, Bloomberg Terminal, Cisco switches, Cisco ASA, FactSet, Capital IQ, Salesforce.com, Blackberry, Security+, BMC Remedy, Vulnerability Management, Level 1 & 2, Microsoft Exchange, Windows Server, Disaster Recovery, HP, ASA, Cisco Nexus, iPhone, Troubleshooting, Servers, VPN, MCSA + Messaging, MCITP, ITIL Certified, Thompson One, System Deployment, Software Documentation, IT Service Management, Citrix, Hardware, Windows, Trading Systems, System Administration, Software Installation, Microsoft Certified..., Networking
Education
Baruch College, City University of New York (CUNY) 1997 — 2012
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
June Wang's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets May 2013 - August 2013
Standard and Poor's May 2012 - August 2012
Education
Barnard College 2010 — 2014
Columbia University in the City of New York 2010 — 2014
Stuyvesant High School 2006 — 2010
BMO Capital Markets July 2014 - Present
BMO Capital Markets May 2013 - August 2013
Standard and Poor's May 2012 - August 2012
Education
Barnard College 2010 — 2014
Columbia University in the City of New York 2010 — 2014
Stuyvesant High School 2006 — 2010
Joshua Patinkin's BMO Capital Markets Experience April 2012 - March 2014
Job Vice President, Finance & Investments at Starwood Retail Partners
Industry Real Estate
Experience
Starwood Retail Partners LLC March 2014 - Present
Double P Corporation September 2014 - Present
BMO Capital Markets April 2012 - March 2014
Morgan Keegan & Company (now Raymond James) June 2011 - April 2012
MBM Company May 2009 - June 2011
General Growth Properties June 2005 - May 2009
Education
American University 2002 — 2006
Bachelor of Arts, Economics, History
Starwood Retail Partners LLC March 2014 - Present
Double P Corporation September 2014 - Present
BMO Capital Markets April 2012 - March 2014
Morgan Keegan & Company (now Raymond James) June 2011 - April 2012
MBM Company May 2009 - June 2011
General Growth Properties June 2005 - May 2009
Education
American University 2002 — 2006
Bachelor of Arts, Economics, History
Andrew Merget, CFA's BMO Capital Markets Experience August 2007 - August 2008
Job Principal at Hercules Technology Growth Capital
Industry Venture Capital & Private Equity
Experience
Hercules Technology Growth Capital 2014 - 2015
Hercules Technology Growth Capital June 2012 - 2014
Nasuni Corporation 2011 - 2012
Nasuni Corporation 2010 - 2011
GrandBanks Capital 2009 - 2009
BMO Capital Markets August 2007 - August 2008
Silicon Valley Bank (Alliant Partners Investment Banking Division) April 2005 - August 2007
America's Growth Capital 2003 - 2003
Skills
Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, New Business Development, Competitive Analysis, Business Development, Corporate Development, Mergers, Finance, Portfolio Management, Microsoft Excel, Investments, Business Strategy, Microsoft PowerPoint, Microsoft Word, Term Sheets, Negotiation, Private Placements, Forecasting, Financial Analysis, Investment Banking, Asset Management, Equities, Industry Analysis, Sales
Education
Babson College
Bachelor of Science, Dual Concentration in Finance and Economics
Hercules Technology Growth Capital 2014 - 2015
Hercules Technology Growth Capital June 2012 - 2014
Nasuni Corporation 2011 - 2012
Nasuni Corporation 2010 - 2011
GrandBanks Capital 2009 - 2009
BMO Capital Markets August 2007 - August 2008
Silicon Valley Bank (Alliant Partners Investment Banking Division) April 2005 - August 2007
America's Growth Capital 2003 - 2003
Skills
Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, New Business Development, Competitive Analysis, Business Development, Corporate Development, Mergers, Finance, Portfolio Management, Microsoft Excel, Investments, Business Strategy, Microsoft PowerPoint, Microsoft Word, Term Sheets, Negotiation, Private Placements, Forecasting, Financial Analysis, Investment Banking, Asset Management, Equities, Industry Analysis, Sales
Education
Babson College
Bachelor of Science, Dual Concentration in Finance and Economics
Douglas McConnell's BMO Capital Markets Experience 1996 - 1998
Job Managing Director and Principal at Vissant Capital Corporation
Industry Investment Banking
Experience
Vissant Capital Corporation November 2012 - Present
Halyard Capital Advisors, LLC February 2006 - November 2012
William Blair and Company 2000 - 2006
BMO Capital Markets 1996 - 1998
Hamilton Investments, Inc. 1990 - 1995
Continental Illinois 1980 - 1983
Skills
Investment Banking, Capital, Private Equity, Equities, Valuation, Middle Market, Mergers, Corporate Finance, Private Placements, Capital Markets, Sell Side, Venture Capital, Business Valuation, Mergers & Acquisitions, M&A experience, Financial Modeling, Equity Research, Corporate Development, LBO, Leveraged Finance, Alternative Investments, Hedge Funds, IPO
Education
Arizona State University, W. P. Carey School of Business 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
Bachelor of Science, BS in Finance and BS in Accounting
Vissant Capital Corporation November 2012 - Present
Halyard Capital Advisors, LLC February 2006 - November 2012
William Blair and Company 2000 - 2006
BMO Capital Markets 1996 - 1998
Hamilton Investments, Inc. 1990 - 1995
Continental Illinois 1980 - 1983
Skills
Investment Banking, Capital, Private Equity, Equities, Valuation, Middle Market, Mergers, Corporate Finance, Private Placements, Capital Markets, Sell Side, Venture Capital, Business Valuation, Mergers & Acquisitions, M&A experience, Financial Modeling, Equity Research, Corporate Development, LBO, Leveraged Finance, Alternative Investments, Hedge Funds, IPO
Education
Arizona State University, W. P. Carey School of Business 1979 — 1980
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
Bachelor of Science, BS in Finance and BS in Accounting
Phillip Courten Phillip Courten's BMO Capital Markets Experience 2001 - 2010
Job Investment Banking
Industry Investment Banking
Experience
Ridgecrest Capital Partners October 2011 - Present
Wedbush Securities April 2010 - October 2011
BMO Capital Markets 2001 - 2010
Banc of America Securities 1995 - 1999
Morgan Stanley 1986 - 1995
Skills
Mergers, Venture Capital, IPO, Investment Banking, Mergers & Acquisitions, Start-ups, Strategy, CRM, Finance, New Business Development, Corporate Development, Private Equity, Valuation, General Awesomeness, Corporate Finance, Awesomeness, Executive Management
Education
Babson College
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Ridgecrest Capital Partners October 2011 - Present
Wedbush Securities April 2010 - October 2011
BMO Capital Markets 2001 - 2010
Banc of America Securities 1995 - 1999
Morgan Stanley 1986 - 1995
Skills
Mergers, Venture Capital, IPO, Investment Banking, Mergers & Acquisitions, Start-ups, Strategy, CRM, Finance, New Business Development, Corporate Development, Private Equity, Valuation, General Awesomeness, Corporate Finance, Awesomeness, Executive Management
Education
Babson College
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Arsen Serobian Arsen Serobian's BMO Capital Markets Experience October 2010 - Present
Job Database/Application Specialist at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets October 2010 - Present
DCM, Inc February 2009 - October 2010
Asloyan Medical July 2007 - February 2009
SetFocus 2008 - 2008
Citigroup Asset Management August 1999 - July 2007
Bond Technologies April 1998 - August 1999
DMR Trecom December 1996 - April 1998
Skills
Microsoft SQL Server, Sybase, VBScript, SDLC, SSRS, Trading Systems, Business Intelligence, Unix Shell Scripting, SharePoint, Fixed Income, Oracle, Unix, Software Development, C#, SQL, XML, SOA, MS Project
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1983 — 1988
BS, Mechanical Engineering
BMO Capital Markets October 2010 - Present
DCM, Inc February 2009 - October 2010
Asloyan Medical July 2007 - February 2009
SetFocus 2008 - 2008
Citigroup Asset Management August 1999 - July 2007
Bond Technologies April 1998 - August 1999
DMR Trecom December 1996 - April 1998
Skills
Microsoft SQL Server, Sybase, VBScript, SDLC, SSRS, Trading Systems, Business Intelligence, Unix Shell Scripting, SharePoint, Fixed Income, Oracle, Unix, Software Development, C#, SQL, XML, SOA, MS Project
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1983 — 1988
BS, Mechanical Engineering
Betsy Ogando's BMO Capital Markets Experience February 2013 - March 2014
Job Investment Banking
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
BMO Capital Markets February 2013 - March 2014
JPMorgan Chase December 2012 - March 2013
Velocity Technology Solutions, Inc April 2012 - December 2012
MFA Financial, Inc May 2011 - April 2012
Exotix USA, Inc September 2009 - September 2010
XCEL Mortgage Capital, LLC January 2007 - May 2009
SO.CAP.USA, Inc June 2004 - September 2006
DDG 67 January 2001 - January 2004
Skills
Microsoft Excel, Microsoft Office, Accounts Payable, Capital Markets, Accounts Receivable, PowerPoint, Project Management, Microsoft Word, Outlook, Auditing, Accounting, Bloomberg, Windows, Emerging Markets, Financial Analysis, Trading, Banking, Fixed Income, Hedge Funds
Education
Berkeley College
BBA
Goldman Sachs June 2015 - Present
BMO Capital Markets February 2013 - March 2014
JPMorgan Chase December 2012 - March 2013
Velocity Technology Solutions, Inc April 2012 - December 2012
MFA Financial, Inc May 2011 - April 2012
Exotix USA, Inc September 2009 - September 2010
XCEL Mortgage Capital, LLC January 2007 - May 2009
SO.CAP.USA, Inc June 2004 - September 2006
DDG 67 January 2001 - January 2004
Skills
Microsoft Excel, Microsoft Office, Accounts Payable, Capital Markets, Accounts Receivable, PowerPoint, Project Management, Microsoft Word, Outlook, Auditing, Accounting, Bloomberg, Windows, Emerging Markets, Financial Analysis, Trading, Banking, Fixed Income, Hedge Funds
Education
Berkeley College
BBA
Eric Drozdov's BMO Capital Markets Experience May 2009 - August 2009
Job Associate at ZM Equity Partners (d/b/a Centre Lane Partners)
Industry Investment Banking
Experience
Centre Lane Partners, LLC September 2012 - Present
Rothschild July 2010 - August 2012
BMO Capital Markets May 2009 - August 2009
Knight Capital Group May 2008 - August 2008
Skills
Investments, Investment Banking, Private Equity, Finance, Financial Modeling, Financial Analysis, Restructuring, Mergers & Acquisitions, Valuation, Equities, Corporate Finance, Trading, Due Diligence
Education
Babson College 2006 — 2010
Bachelor of Science, Computational Finance
Centre Lane Partners, LLC September 2012 - Present
Rothschild July 2010 - August 2012
BMO Capital Markets May 2009 - August 2009
Knight Capital Group May 2008 - August 2008
Skills
Investments, Investment Banking, Private Equity, Finance, Financial Modeling, Financial Analysis, Restructuring, Mergers & Acquisitions, Valuation, Equities, Corporate Finance, Trading, Due Diligence
Education
Babson College 2006 — 2010
Bachelor of Science, Computational Finance
Rachel Fergus Rachel Fergus's BMO Capital Markets Experience August 2015 - Present
Job Administrative Assistant at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets August 2015 - Present
Laura Speed Elliott Middle School January 2015 - Present
University of Missouri Child Development Lab May 2014 - Present
University of Missouri August 2011 - Present
Skills
Public Speaking, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Event Planning, Higher Education, Editing, Teaching, Time Management, Teamwork, Social Networking
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
NABA _ Nuova Accademia di Belle Arti Milano
BMO Capital Markets August 2015 - Present
Laura Speed Elliott Middle School January 2015 - Present
University of Missouri Child Development Lab May 2014 - Present
University of Missouri August 2011 - Present
Skills
Public Speaking, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Event Planning, Higher Education, Editing, Teaching, Time Management, Teamwork, Social Networking
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
University of Missouri-Columbia 2011 — 2015
Bachelor of Science (B.S.), Business Family and Consumer Sciences/Human Sciences
NABA _ Nuova Accademia di Belle Arti Milano
Joseph Orizczak Joseph Orizczak's BMO Capital Markets Experience October 2010 - March 2013
Job Project Manager at FCB Global
Industry Marketing and Advertising
Experience
FCB Global July 2015 - Present
General Growth Properties March 2013 - July 2015
BMO Capital Markets October 2010 - March 2013
Skills
Event Planning, Office Management, Event Management, Microsoft Office, Outlook, Office Administration, Account Management, Project Coordination, Client Relations Skills, Salesforce.com, Contract Management, Microsoft Excel, Microsoft Dynamics, PowerPoint, Travel Arrangements, Administrative..., Calendars, Sales, Advertising
Education
The Ohio State University 2006 — 2009
Bachelor of Arts
American Academy of Dramatic Arts-Los Angeles 2005 — 2006
FCB Global July 2015 - Present
General Growth Properties March 2013 - July 2015
BMO Capital Markets October 2010 - March 2013
Skills
Event Planning, Office Management, Event Management, Microsoft Office, Outlook, Office Administration, Account Management, Project Coordination, Client Relations Skills, Salesforce.com, Contract Management, Microsoft Excel, Microsoft Dynamics, PowerPoint, Travel Arrangements, Administrative..., Calendars, Sales, Advertising
Education
The Ohio State University 2006 — 2009
Bachelor of Arts
American Academy of Dramatic Arts-Los Angeles 2005 — 2006
Brittney Ferris's BMO Capital Markets Experience May 2015 - Present
Job Creative Design Specialist
Industry Graphic Design
Experience
BMO Capital Markets May 2015 - Present
Walsworth Publishing June 2013 - September 2015
Time Out Chicago January 2013 - April 2013
Jewels by Park Lane June 2011 - January 2013
Fresh September 2010 - May 2011
Warbler Yearbook August 2010 - May 2011
Daily Eastern News January 2009 - May 2011
Miss Black EIU Scholarship Pageant May 2010 - February 2011
Society for Collegiate Journalists December 2009 - December 2010
Chicagoland Speedway May 2010 - August 2010
Skills
InDesign, Illustrator, QuarkXPress, Layout, Photoshop, HTML, CSS, Microsoft Office, FTP, Joomla, Graphic Design, Logo Design, Catalog Layout, Branding & Identity, Online Advertising, Dreamweaver, Typography, Magazine Design, Social Media Marketing, Pre-press, Wordpress, Email Marketing, CMS, WordPress, Advertising, Brochures, Facebook, Fashion Design, Magazine Layout Design, Newsletters
Education
Eastern Illinois University 2008 — 2011
B.A., Journalism Design; Minor in Sociology
Ball State University 2007 — 2008
Journalism Graphics
BMO Capital Markets May 2015 - Present
Walsworth Publishing June 2013 - September 2015
Time Out Chicago January 2013 - April 2013
Jewels by Park Lane June 2011 - January 2013
Fresh September 2010 - May 2011
Warbler Yearbook August 2010 - May 2011
Daily Eastern News January 2009 - May 2011
Miss Black EIU Scholarship Pageant May 2010 - February 2011
Society for Collegiate Journalists December 2009 - December 2010
Chicagoland Speedway May 2010 - August 2010
Skills
InDesign, Illustrator, QuarkXPress, Layout, Photoshop, HTML, CSS, Microsoft Office, FTP, Joomla, Graphic Design, Logo Design, Catalog Layout, Branding & Identity, Online Advertising, Dreamweaver, Typography, Magazine Design, Social Media Marketing, Pre-press, Wordpress, Email Marketing, CMS, WordPress, Advertising, Brochures, Facebook, Fashion Design, Magazine Layout Design, Newsletters
Education
Eastern Illinois University 2008 — 2011
B.A., Journalism Design; Minor in Sociology
Ball State University 2007 — 2008
Journalism Graphics
Cynthia Lee-Hinton Cynthia Lee-Hinton's BMO Capital Markets Experience January 2004 - Present
Job Production Specialist at BMO Capital Markets and Entrepreneur
Industry Investment Banking
Experience
RSVP'ssentials LLC April 2011 - Present
BMO Capital Markets January 2004 - Present
Credit Suisse August 2001 - January 2003
Donaldson, Lufkin & Jenrette May 1984 - September 2001
Skills
Capital Markets, Equity Research, Equities, Bloomberg, Market Data, Digital Video, Graphic Design, Stationery, Photoshop, Illustrator, Microsoft Excel, Outlook, A+ Certified, PowerPoint, Microsoft Word, Microsoft Publisher, Entrepreneurship, Microsoft Office, Financial Modeling, Project Management, Event Planning, Training, Social Media, Customer Service
Education
American Intercontinental University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marymount Manhattan College 1997 — 2000
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
RSVP'ssentials LLC April 2011 - Present
BMO Capital Markets January 2004 - Present
Credit Suisse August 2001 - January 2003
Donaldson, Lufkin & Jenrette May 1984 - September 2001
Skills
Capital Markets, Equity Research, Equities, Bloomberg, Market Data, Digital Video, Graphic Design, Stationery, Photoshop, Illustrator, Microsoft Excel, Outlook, A+ Certified, PowerPoint, Microsoft Word, Microsoft Publisher, Entrepreneurship, Microsoft Office, Financial Modeling, Project Management, Event Planning, Training, Social Media, Customer Service
Education
American Intercontinental University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marymount Manhattan College 1997 — 2000
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Frans van Beuningen Frans van Beuningen's BMO Capital Markets Experience August 2012 - November 2012
Job Mining Engineer at Lhoist North America, Inc
Industry Mining & Metals
Experience
Lhoist North America, Inc December 2013 - Present
RWE November 2012 - September 2013
BMO Capital Markets August 2012 - November 2012
European Mining Course September 2011 - August 2012
Boliden September 2010 - December 2010
Skills
Mining, Engineering, Earth Science, Minerals, Microsoft Office, Microsoft Excel, Surpac, Mine Planning, Geological Mapping, Modeling, Mergers & Acquisitions, Underground Mining, Surface Mining, Geology, Geostatistics, Continuous Improvement, English, Project Management, Mineral Exploration, Mineral Processing, AutoCAD, Drilling, Mining Engineering, Project Engineering
Education
Delft University of Technology 2012 — 2013
Master of Science (MSc), Mining and Mineral Engineering
Camborne School of Mines, Cornwall, UK 2012 — 2012
Master of Science (MSc), Mining and Mineral Engineering
Rheinisch-Westfälische Technische Hochschule Aachen / RWTH Aachen 2011 — 2012
Master of Science (MSc), Mining and Mineral Engineering
Aalto-yliopisto 2011 — 2011
Master of Science (MSc), Mining and Mineral Engineering
Delft University of Technology 2005 — 2011
BSc, Applied Earth Sciences
Het Rijnlands Lyceum, Oegstgeest 1999 — 2005
Gymnasium, Physics, Chemistry, Mathematics, Biology, Economics, Dutch, English, Latin
Lhoist North America, Inc December 2013 - Present
RWE November 2012 - September 2013
BMO Capital Markets August 2012 - November 2012
European Mining Course September 2011 - August 2012
Boliden September 2010 - December 2010
Skills
Mining, Engineering, Earth Science, Minerals, Microsoft Office, Microsoft Excel, Surpac, Mine Planning, Geological Mapping, Modeling, Mergers & Acquisitions, Underground Mining, Surface Mining, Geology, Geostatistics, Continuous Improvement, English, Project Management, Mineral Exploration, Mineral Processing, AutoCAD, Drilling, Mining Engineering, Project Engineering
Education
Delft University of Technology 2012 — 2013
Master of Science (MSc), Mining and Mineral Engineering
Camborne School of Mines, Cornwall, UK 2012 — 2012
Master of Science (MSc), Mining and Mineral Engineering
Rheinisch-Westfälische Technische Hochschule Aachen / RWTH Aachen 2011 — 2012
Master of Science (MSc), Mining and Mineral Engineering
Aalto-yliopisto 2011 — 2011
Master of Science (MSc), Mining and Mineral Engineering
Delft University of Technology 2005 — 2011
BSc, Applied Earth Sciences
Het Rijnlands Lyceum, Oegstgeest 1999 — 2005
Gymnasium, Physics, Chemistry, Mathematics, Biology, Economics, Dutch, English, Latin
Marina Vydro Marina Vydro's BMO Capital Markets Experience July 2015 - Present
Job Associate Director Capital Markets Project Delivery at Bank Of Montreal
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
BMO Capital Markets July 2015 - Present
Bank of America October 2006 - July 2015
Merrill Lynch October 2006 - October 2007
Morgan Stanley March 2006 - October 2006
Skills
Bloomberg Terminal, Operational Risk..., Bonds, Interest Rate..., Trading Systems, Securities, Derivatives, Trading, Financial Analysis, Middle Office, Structured Products, Operational Risk, Microsoft Excel, Banking, Bloomberg, Capital Markets, Credit Derivatives, Fixed Income, Equity Derivatives, Investment Banking, Equities, Financial Modeling, Portfolio Management
Education
Baruch College 2000 — 2004
Lincoln High School 1996 — 2000
Eugene Petruhin Eugene Petruhin's BMO Capital Markets Experience September 2014 - March 2015
Job Java/Portal Developer at CIBC
Industry Information Technology and Services
Experience
CIBC March 2015 - Present
BMO Capital Markets September 2014 - March 2015
TELUS October 2013 - August 2014
BMO Capital Markets October 2012 - October 2013
City of Toronto October 2011 - October 2012
BMO Capital Markets November 2009 - October 2011
Momentum Advanced Solutions Inc. April 2009 - October 2009
St. Michael's Hospital November 2008 - March 2009
IBM Securities Industry Services December 2007 - August 2008
Luxoft, Deutsche Bank Delivery Center April 2007 - October 2007
Skills
Subversion, DB2, CVS, UML, AJAX, SOAP, JPA, JAXB, Maven, WebSphere Application..., Eclipse, JUnit, Tomcat, JBoss, Ant, Weblogic, J2EE, Websphere, EJB, Firebird, Tapestry, XSD, Freemarker, SAX, AOP, JavaBeans, HTML, Velocity, SQL, JavaScript, MySQL, XML, MVC, SOA, Web Services, JSF, WSDL, Hibernate, DOM, Portlets, JMS, JNDI, JDBC, JSP, Spring, JSTL, Servlets, Struts, Sun Certified Java..., WebSphere Portal
Education
Taurida 'V. I. Vernadskiy' National University, Simferopol 1995 — 2000
BS, Applied Mathematics
CIBC March 2015 - Present
BMO Capital Markets September 2014 - March 2015
TELUS October 2013 - August 2014
BMO Capital Markets October 2012 - October 2013
City of Toronto October 2011 - October 2012
BMO Capital Markets November 2009 - October 2011
Momentum Advanced Solutions Inc. April 2009 - October 2009
St. Michael's Hospital November 2008 - March 2009
IBM Securities Industry Services December 2007 - August 2008
Luxoft, Deutsche Bank Delivery Center April 2007 - October 2007
Skills
Subversion, DB2, CVS, UML, AJAX, SOAP, JPA, JAXB, Maven, WebSphere Application..., Eclipse, JUnit, Tomcat, JBoss, Ant, Weblogic, J2EE, Websphere, EJB, Firebird, Tapestry, XSD, Freemarker, SAX, AOP, JavaBeans, HTML, Velocity, SQL, JavaScript, MySQL, XML, MVC, SOA, Web Services, JSF, WSDL, Hibernate, DOM, Portlets, JMS, JNDI, JDBC, JSP, Spring, JSTL, Servlets, Struts, Sun Certified Java..., WebSphere Portal
Education
Taurida 'V. I. Vernadskiy' National University, Simferopol 1995 — 2000
BS, Applied Mathematics
Ozrenko Cvoro Ozrenko Cvoro's BMO Capital Markets Experience October 2009 - October 2014
Job Senior Solutions Architect at CIBC, Wholesale Banking
Industry Information Technology and Services
Experience
CIBC, Wholesale Banking April 2015 - Present
Innovations Boutique Inc. June 2007 - Present
BMO Capital Markets October 2009 - October 2014
CIBC 2007 - 2013
Ministry of Transportation, Economics and Transportation I&IT Cluster, Enterprise Solutions Office April 2006 - June 2007
Sun Microsystems Canada January 2005 - December 2005
CGI 2002 - 2005
Skills
Enterprise Architecture, Business Process..., IT Service Management, Enterprise Software, Consulting, SDLC, Solution Architecture, IT Strategy, Architectures, Agile Methodologies, Strategic Planning, SOA, Integration, Software Project..., .NET, Requirements Analysis, Capital Markets, ITIL
Education
Univerzitet u Nišu 1992 — 1993
B.Sc.
Univerzitet u Sarajevu 1987 — 1992
CIBC, Wholesale Banking April 2015 - Present
Innovations Boutique Inc. June 2007 - Present
BMO Capital Markets October 2009 - October 2014
CIBC 2007 - 2013
Ministry of Transportation, Economics and Transportation I&IT Cluster, Enterprise Solutions Office April 2006 - June 2007
Sun Microsystems Canada January 2005 - December 2005
CGI 2002 - 2005
Skills
Enterprise Architecture, Business Process..., IT Service Management, Enterprise Software, Consulting, SDLC, Solution Architecture, IT Strategy, Architectures, Agile Methodologies, Strategic Planning, SOA, Integration, Software Project..., .NET, Requirements Analysis, Capital Markets, ITIL
Education
Univerzitet u Nišu 1992 — 1993
B.Sc.
Univerzitet u Sarajevu 1987 — 1992
Ali Mohammad Ali Mohammad's BMO Capital Markets Experience July 2012 - December 2014
Job Finance Manager
Industry Investment Management
Experience
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Camille LaRay Smith Camille LaRay Smith's BMO Capital Markets Experience September 2015 - Present
Job Quality Control Coordinator at BMO Capital Markets
Industry Writing and Editing
Experience
BMO Capital Markets September 2015 - Present
ChicagoNow of Chicago Tribune Media Group February 2013 - Present
Hype Magazine January 2013 - Present
Freelance January 2012 - Present
Houghton Mifflin Harcourt March 2014 - June 2015
Discovery Center February 2013 - June 2014
Taylor Farms Illinois June 2013 - April 2014
Six Brown Chicks January 2012 - January 2014
Ernst & Young August 2011 - March 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Outlook, PowerPoint, Accounts Payable, Data Entry, Nonprofits, Administrative..., Access, Editing, Proofreading, Adobe Acrobat, Social Media, Office Management, Customer Service, Research, Public Speaking, Blogging, Photoshop, Creative Writing, Newsletters, Public Relations, WordPress, Analysis, Adobe Creative Suite, Photography, Marketing Communications, Press Releases, Mac, Teaching, Spreadsheets, Facebook, Social Networking, Non-profits, Video Editing, Video, Copy Editing
Education
Illinois Center for Broadcasting-Chicago Campus 2012 — 2013
Radio & Television Production Certification, Radio and Television
Alverno College 2000 — 2003
Bachelors of Arts, Professional Communication
BMO Capital Markets September 2015 - Present
ChicagoNow of Chicago Tribune Media Group February 2013 - Present
Hype Magazine January 2013 - Present
Freelance January 2012 - Present
Houghton Mifflin Harcourt March 2014 - June 2015
Discovery Center February 2013 - June 2014
Taylor Farms Illinois June 2013 - April 2014
Six Brown Chicks January 2012 - January 2014
Ernst & Young August 2011 - March 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, Outlook, PowerPoint, Accounts Payable, Data Entry, Nonprofits, Administrative..., Access, Editing, Proofreading, Adobe Acrobat, Social Media, Office Management, Customer Service, Research, Public Speaking, Blogging, Photoshop, Creative Writing, Newsletters, Public Relations, WordPress, Analysis, Adobe Creative Suite, Photography, Marketing Communications, Press Releases, Mac, Teaching, Spreadsheets, Facebook, Social Networking, Non-profits, Video Editing, Video, Copy Editing
Education
Illinois Center for Broadcasting-Chicago Campus 2012 — 2013
Radio & Television Production Certification, Radio and Television
Alverno College 2000 — 2003
Bachelors of Arts, Professional Communication
Erica Esparza's BMO Capital Markets Experience April 2006 - October 2008
Job Executive Coordinator, Westfield Airports
Industry Real Estate
Experience
Westfield August 2009 - Present
BMO Capital Markets April 2006 - October 2008
GlobeOp Financial Services 2002 - 2004
Skills
Real Estate, PeopleSoft, Asset Managment, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Retail, Property Management, Corporate Finance, HRIS, Negotiation, Salesforce.com, Management, Administrative..., Travel Arrangements, Social Media, Social Media Marketing, Project Management, Strategic Planning, Asset Management, Shopping Centers, Marketing Strategy, Advertising, Marketing, Contract Negotiation, Sales, Leases
Education
Borough of Manhattan Community College
Westfield August 2009 - Present
BMO Capital Markets April 2006 - October 2008
GlobeOp Financial Services 2002 - 2004
Skills
Real Estate, PeopleSoft, Asset Managment, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Retail, Property Management, Corporate Finance, HRIS, Negotiation, Salesforce.com, Management, Administrative..., Travel Arrangements, Social Media, Social Media Marketing, Project Management, Strategic Planning, Asset Management, Shopping Centers, Marketing Strategy, Advertising, Marketing, Contract Negotiation, Sales, Leases
Education
Borough of Manhattan Community College
Amy Kurfist's BMO Capital Markets Experience September 2012 - February 2014
Job Event marketing professional
Industry Financial Services
Experience
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Paul H. Phaneuf Paul H. Phaneuf's BMO Capital Markets Experience January 2004 - October 2008
Job Investment Banker Leveraged Finance & High Yield
Industry Investment Banking
Experience
StarCo Capital Advisors 2009 - Present
BMO Capital Markets January 2004 - October 2008
AfricaOne 2001 - 2004
Barclays Investment Bank 2001 - 2001
Credit Lyonnais Securities 1997 - 2000
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Investment Banking, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Investments, High Yield, Restructuring, Credit, LBO, Financial Services, Loans, Loan Origination, Capital, Acquisitions, Mezzanine, FINRA, Capital Raising, Commercial Banking, Recapitalizations, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Boston College
BS, Economics
StarCo Capital Advisors 2009 - Present
BMO Capital Markets January 2004 - October 2008
AfricaOne 2001 - 2004
Barclays Investment Bank 2001 - 2001
Credit Lyonnais Securities 1997 - 2000
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Investment Banking, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Investments, High Yield, Restructuring, Credit, LBO, Financial Services, Loans, Loan Origination, Capital, Acquisitions, Mezzanine, FINRA, Capital Raising, Commercial Banking, Recapitalizations, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Boston College
BS, Economics
Rachel Yu Rachel Yu's BMO Capital Markets Experience March 2006 - January 2007
Job Senior Trade and Contract Analyst
Industry Oil & Energy
Experience
Colonial Oil June 2007 - May 2013
BMO Capital Markets March 2006 - January 2007
Tauber Oil Company April 2003 - March 2006
Dynegy July 2001 - March 2003
JPMorgan Chase May 2000 - August 2000
Skills
Senior Analyst with..., Focus in contracts,..., Well diversified skill..., Strategic Planning, Financial Analysis, Forecasting, Analysis, Project Management, Accounting, Commodity Markets, Energy, Financial Modeling, Petroleum, Energy Industry, Trading, Process Improvement, Management
Education
University of Houston 2003 — 2006
Master of Business Administration (MBA), Energy Risk Management
Baylor University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Colonial Oil June 2007 - May 2013
BMO Capital Markets March 2006 - January 2007
Tauber Oil Company April 2003 - March 2006
Dynegy July 2001 - March 2003
JPMorgan Chase May 2000 - August 2000
Skills
Senior Analyst with..., Focus in contracts,..., Well diversified skill..., Strategic Planning, Financial Analysis, Forecasting, Analysis, Project Management, Accounting, Commodity Markets, Energy, Financial Modeling, Petroleum, Energy Industry, Trading, Process Improvement, Management
Education
University of Houston 2003 — 2006
Master of Business Administration (MBA), Energy Risk Management
Baylor University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Sean Cooney's BMO Capital Markets Experience October 2013 - Present
Job Analyst, Energy Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2013 - Present
Dundee Capital Markets July 2012 - July 2013
Dundee Capital Markets May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Calfrac Well Services May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Public Speaking
Education
Barry University 2008 — 2012
BSBA (Honors), Double Major: Finance & Accounting
Strathcona Tweedsmuir School
High School
BMO Capital Markets October 2013 - Present
Dundee Capital Markets July 2012 - July 2013
Dundee Capital Markets May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Calfrac Well Services May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Public Speaking
Education
Barry University 2008 — 2012
BSBA (Honors), Double Major: Finance & Accounting
Strathcona Tweedsmuir School
High School
Ye Xia Ye Xia's BMO Capital Markets Experience June 2011 - August 2011
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Rothschild August 2014 - Present
Wells Fargo Securities June 2013 - August 2014
BMO Capital Markets June 2011 - August 2011
Newbury Capital Partners May 2010 - March 2011
Merrill Lynch January 2010 - May 2010
Argo Partners October 2009 - December 2009
Skills
Leveraged Finance, Alternative Investments, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, IPO, High Yield, Financial Structuring, Bonds
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Management Studies, MMS, 3.5
City University of New York-Baruch College 2009 — 2012
BBA, Finance, 3.9
Shanghai Jiao Tong University 2012 — 2012
Chinese Studies
Talya Bock Talya Bock's BMO Capital Markets Experience July 2006 - August 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
Merrill Lynch February 2012 - Present
Morgan Stanley Smith Barney December 2010 - February 2012
BMO Capital Markets July 2006 - August 2009
Skills
Wealth Management..., Series 7, Strategic Financial..., Insurance, Equities, Investment Banking, Wealth, Retirement Planning, Finance
Education
Barnard College, Columbia University 2001 — 2006
BA, Economic History
Jewish Theological Seminary of America 2001 — 2006
MA, Jewish Education; BA, Talmud (Jewish Law)
Nirav Modi Nirav Modi's BMO Capital Markets Experience September 2013 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2013 - Present
Maxim Group September 2010 - August 2013
Southridge Investments Group June 2009 - September 2010
Innovate Securities May 2007 - May 2008
Citigroup May 2006 - April 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Mergers, Finance, DCF, Equity Valuation, Capital IQ, Emerging Markets, Bloomberg, Corporate Finance, Capital Markets, Trading, Investments, Series 7, Equities
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
University of Mumbai 2003 — 2006
Bachelor of Management Studies, Finance and International Finance
BMO Capital Markets September 2013 - Present
Maxim Group September 2010 - August 2013
Southridge Investments Group June 2009 - September 2010
Innovate Securities May 2007 - May 2008
Citigroup May 2006 - April 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Mergers, Finance, DCF, Equity Valuation, Capital IQ, Emerging Markets, Bloomberg, Corporate Finance, Capital Markets, Trading, Investments, Series 7, Equities
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
University of Mumbai 2003 — 2006
Bachelor of Management Studies, Finance and International Finance
Warren Rizzi Warren Rizzi's BMO Capital Markets Experience June 2014 - August 2014
Job MBA Candidate at Georgetown University McDonough School of Business
Industry Financial Services
Experience
BMO Capital Markets June 2014 - August 2014
Dalian Rainbow Import and Export Co., Ltd. October 2011 - August 2012
ETT Investments February 2012 - June 2012
Dalian University of Technology August 2011 - June 2012
Hudson Institute March 2011 - August 2011
The Town of Chevy Chase January 2009 - June 2011
The Office of Congressman Chris Van Hollen September 2008 - January 2009
Skills
International..., Policy Analysis, Public Policy, International Relations, Research, Non-profits, Community Outreach, Fundraising, Spanish, Data Analysis, Social Media, Editing, Event Planning, Facebook, Public Speaking, Public Relations, PowerPoint, Market Research, New Media, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Boston College
BA, History/Hispanic Studies
BMO Capital Markets June 2014 - August 2014
Dalian Rainbow Import and Export Co., Ltd. October 2011 - August 2012
ETT Investments February 2012 - June 2012
Dalian University of Technology August 2011 - June 2012
Hudson Institute March 2011 - August 2011
The Town of Chevy Chase January 2009 - June 2011
The Office of Congressman Chris Van Hollen September 2008 - January 2009
Skills
International..., Policy Analysis, Public Policy, International Relations, Research, Non-profits, Community Outreach, Fundraising, Spanish, Data Analysis, Social Media, Editing, Event Planning, Facebook, Public Speaking, Public Relations, PowerPoint, Market Research, New Media, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Boston College
BA, History/Hispanic Studies
Tim Fitzpatrick's BMO Capital Markets Experience July 2015 - Present
Job Equities Trader, Bank of Montreal
Industry Capital Markets
Experience
BMO Capital Markets July 2015 - Present
Skills
Navy, Government, Military, Public Speaking, Research, Politics, Security Clearance, Operational Planning, Military Training, International Relations, National Security, Critical Thinking, DoD, Military Experience, Defense, Electronic Warfare, Military Operations, Command, Joint Military..., Top Secret, Leadership, Afghanistan, Instructor-led Training, Counterinsurgency, Military Aviation, Weapons, SCI Clearance, Foreign Policy, Political Science, Active Top Secret..., Active DoD Top Secret..., Economics, Weapons Training, Weapons Handling, Naval Aviation, Management, Team Leadership, Training, Microsoft Office, Policy, Data Analysis, Program Management
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), International Relations: Foreign Policy & Security Studies
BMO Capital Markets July 2015 - Present
Skills
Navy, Government, Military, Public Speaking, Research, Politics, Security Clearance, Operational Planning, Military Training, International Relations, National Security, Critical Thinking, DoD, Military Experience, Defense, Electronic Warfare, Military Operations, Command, Joint Military..., Top Secret, Leadership, Afghanistan, Instructor-led Training, Counterinsurgency, Military Aviation, Weapons, SCI Clearance, Foreign Policy, Political Science, Active Top Secret..., Active DoD Top Secret..., Economics, Weapons Training, Weapons Handling, Naval Aviation, Management, Team Leadership, Training, Microsoft Office, Policy, Data Analysis, Program Management
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), International Relations: Foreign Policy & Security Studies
John Ilelaboye's BMO Capital Markets Experience 2010 — 2011
Job Actively Looking for Opportunities. tayojohn@hotmail.com
Industry Information Technology and Services
Experience
PGK April 2011 — Present
BMO Financial Group February 2012 — July 2014
Sanofi Pasteur July 2011 — February 2012
BMO Financial Group February 2010 — April 2011
BMO Capital Markets 2010 — 2011
Soroc Technology 2008 — 2011
Rogers Communications June 2006 — August 2010
CIBC April 2008 — March 2010
CIBC 2008 — 2010
IBM Canada October 2006 — January 2008
Skills
Windows Server, Vendor Management, Troubleshooting, Citrix, Servers, VPN, Microsoft Exchange, Networking, DHCP, Technical Support, Active Directory, Oracle, SQL, Project Management, Visio, SDLC, MS Project, Business Analysis, Analysis
Education
Seneca College of Applied Arts and Technology 2005 — 2007
2, Computer Networking & TEchnical Support
Algonquin College of Applied Arts and Technology 2002 — 2005
Computer Eng/Science Technology
PGK April 2011 — Present
BMO Financial Group February 2012 — July 2014
Sanofi Pasteur July 2011 — February 2012
BMO Financial Group February 2010 — April 2011
BMO Capital Markets 2010 — 2011
Soroc Technology 2008 — 2011
Rogers Communications June 2006 — August 2010
CIBC April 2008 — March 2010
CIBC 2008 — 2010
IBM Canada October 2006 — January 2008
Skills
Windows Server, Vendor Management, Troubleshooting, Citrix, Servers, VPN, Microsoft Exchange, Networking, DHCP, Technical Support, Active Directory, Oracle, SQL, Project Management, Visio, SDLC, MS Project, Business Analysis, Analysis
Education
Seneca College of Applied Arts and Technology 2005 — 2007
2, Computer Networking & TEchnical Support
Algonquin College of Applied Arts and Technology 2002 — 2005
Computer Eng/Science Technology
Robert Verdier's BMO Capital Markets Experience September 2015 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
BMO Capital Markets September 2015 - Present
Jefferies & Company July 2009 - July 2015
UBS Investment Bank July 2002 - July 2009
Skills
Investment Banking, Valuation, Capital Markets, LBO, Special Situations, Private Equity
Education
Boston College 1998 — 2002
BS, Magna Cum Laude
Jonathan Dubroff's BMO Capital Markets Experience December 2011 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets December 2011 - Present
BMO Capital Markets January 2009 - December 2011
Barclays Capital August 2007 - December 2008
BMO Capital Markets June 2005 - August 2007
SG Cowen August 2003 - June 2005
Deloitte & Touche LLP 1998 - 2001
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
New York University - Leonard N. Stern School of Business 1995 — 1998
BS
Bar-Ilan University
BMO Capital Markets December 2011 - Present
BMO Capital Markets January 2009 - December 2011
Barclays Capital August 2007 - December 2008
BMO Capital Markets June 2005 - August 2007
SG Cowen August 2003 - June 2005
Deloitte & Touche LLP 1998 - 2001
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
New York University - Leonard N. Stern School of Business 1995 — 1998
BS
Bar-Ilan University
Avram Fisher's BMO Capital Markets Experience December 2006 - August 2012
Job CIO / Founder at Long Cast Advisers, LLC
Industry Investment Management
Experience
BMO Capital Markets December 2006 - August 2012
BMO Capital Markets July 2004 - December 2006
Valquest Capital August 2003 - April 2004
CSFB April 2000 - October 2001
Cisneros Group of Companies February 1998 - February 2000
BackTrack Reports August 1997 - February 1998
Gannett Suburban Newspapers June 1996 - June 1997
New York Observer February 1994 - September 1995
Donner Productions September 1993 - December 1993
Homewood Deli June 1993 - August 1993
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Equity Valuation, DCF, Private Equity, Hedge Funds, Investments, Finance, Analysis, Trading, Asset Management, Mutual Funds
Education
The Johns Hopkins University 1989 — 1993
BA, Writing Seminars (fiction and film)
City University of New York-Baruch College 2002 — 2004
MBA, Finance and Investments
Eastchester High School
BMO Capital Markets December 2006 - August 2012
BMO Capital Markets July 2004 - December 2006
Valquest Capital August 2003 - April 2004
CSFB April 2000 - October 2001
Cisneros Group of Companies February 1998 - February 2000
BackTrack Reports August 1997 - February 1998
Gannett Suburban Newspapers June 1996 - June 1997
New York Observer February 1994 - September 1995
Donner Productions September 1993 - December 1993
Homewood Deli June 1993 - August 1993
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Equity Valuation, DCF, Private Equity, Hedge Funds, Investments, Finance, Analysis, Trading, Asset Management, Mutual Funds
Education
The Johns Hopkins University 1989 — 1993
BA, Writing Seminars (fiction and film)
City University of New York-Baruch College 2002 — 2004
MBA, Finance and Investments
Eastchester High School
Juan Ponce's BMO Capital Markets Experience March 2013 - March 2015
Job Business Development I Strategy I Media I Global Perspective I Investment Banking I Capital Markets I StartUps
Industry Investment Banking
Experience
New Generation Media (NGM) January 2014 - Present
Glio (FC Fund I) January 2014 - Present
Tracks.by (FC Fund I) November 2012 - Present
BMO Capital Markets March 2013 - March 2015
BMO Capital Markets 2005 - March 2013
NorthPointe Capital May 2004 - August 2004
European Union Parliament August 2003 - December 2003
Skills
Fluent German, Spanish, Negotiation, Financial Modeling, Strategic Initiatives, Hedge Funds, Mutual Funds, Sales Prospecting, Sales Presentations, Spanish, German, Equities, Valuation, Business Strategy, Equity Research, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Strategic Management
Albion College 2001 — 2005
Major: Economics & Management; Minor: Political Science; Music Department Grant (Piano)
2003 — 2003
Study Abroad, International Political Economics
German School Mexico-City (Alexander von Humboldt)
High School
New Generation Media (NGM) January 2014 - Present
Glio (FC Fund I) January 2014 - Present
Tracks.by (FC Fund I) November 2012 - Present
BMO Capital Markets March 2013 - March 2015
BMO Capital Markets 2005 - March 2013
NorthPointe Capital May 2004 - August 2004
European Union Parliament August 2003 - December 2003
Skills
Fluent German, Spanish, Negotiation, Financial Modeling, Strategic Initiatives, Hedge Funds, Mutual Funds, Sales Prospecting, Sales Presentations, Spanish, German, Equities, Valuation, Business Strategy, Equity Research, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Strategic Management
Albion College 2001 — 2005
Major: Economics & Management; Minor: Political Science; Music Department Grant (Piano)
2003 — 2003
Study Abroad, International Political Economics
German School Mexico-City (Alexander von Humboldt)
High School
Catherine Cruz's BMO Capital Markets Experience November 2002 - Present
Job BMO Capital Markets Institutional Equity Sales
Industry Financial Services
Experience
BMO Capital Markets November 2002 - Present
DLJ 2000 - 2002
Education
Bentley University 1996 — 2000
BMO Capital Markets November 2002 - Present
DLJ 2000 - 2002
Education
Bentley University 1996 — 2000
Steve Milovanovic's BMO Capital Markets Experience June 2005 - March 2007
Job Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2010 - Present
Morgan Stanley September 2009 - July 2010
Credit Suisse April 2007 - September 2009
BMO Capital Markets June 2005 - March 2007
Incepta Group 2000 - 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Negotiation, Private Equity, corporate finance, Strategic Planning, Financial Analysis, Corporate Finance, Equities
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Credit Suisse July 2010 - Present
Morgan Stanley September 2009 - July 2010
Credit Suisse April 2007 - September 2009
BMO Capital Markets June 2005 - March 2007
Incepta Group 2000 - 2005
Skills
Investment Banking, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Development, Mergers & Acquisitions, Negotiation, Private Equity, corporate finance, Strategic Planning, Financial Analysis, Corporate Finance, Equities
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Finance
Andrew Buchholtz's BMO Capital Markets Experience May 2006 - December 2008
Job President at A. Buchholtz & Company, LLC
Industry Investment Banking
Experience
A. Buchholtz & Company, LLC August 2015 - Present
B. Riley & Co. November 2013 - August 2015
A. Buchholtz & Company, LLC December 2008 - November 2013
BMO Capital Markets May 2006 - December 2008
Veronis Suhler Stevenson September 1995 - May 2006
PRIMEDIA 1998 - 1999
J. S. Eliezer Associates, Inc. January 1991 - September 1995
Skills
Mergers, Digital Media, Finance, Marketing, Publishing, Negotiation, Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments, Start-ups, Business Strategy, Financial Analysis, Investor Relations, Restructuring, Mergers & Acquisitions, Management Consulting, Strategy, Entrepreneurship, M&A experience
Education
Boston University Questrom School of Business 1988 — 1990
MBA, General Management
Boston University 1985 — 1990
BA, Economics
A. Buchholtz & Company, LLC August 2015 - Present
B. Riley & Co. November 2013 - August 2015
A. Buchholtz & Company, LLC December 2008 - November 2013
BMO Capital Markets May 2006 - December 2008
Veronis Suhler Stevenson September 1995 - May 2006
PRIMEDIA 1998 - 1999
J. S. Eliezer Associates, Inc. January 1991 - September 1995
Skills
Mergers, Digital Media, Finance, Marketing, Publishing, Negotiation, Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Investments, Start-ups, Business Strategy, Financial Analysis, Investor Relations, Restructuring, Mergers & Acquisitions, Management Consulting, Strategy, Entrepreneurship, M&A experience
Education
Boston University Questrom School of Business 1988 — 1990
MBA, General Management
Boston University 1985 — 1990
BA, Economics
Matthew Albers's BMO Capital Markets Experience March 2010 - May 2012
Job Capital Markets/Syndications at Antares Capital
Industry Capital Markets
Experience
Antares Capital LP September 2014 - Present
GE Capital September 2014 - August 2015
Huntington National Bank May 2012 - September 2014
BMO Capital Markets March 2010 - May 2012
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Equities, Bloomberg, Valuation, Portfolio Management, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Finance, Risk Management, Financial Markets, Financial Risk, Trading, Financial Services, Leveraged Finance, LBO, Asset Allocation, Options, Securities, Hedge Funds, Equity Research, Banking, Credit, Private Equity, Loans, Mutual Funds, Strategy, Derivatives, Credit Analysis, Emerging Markets, Credit Risk, Bonds, Alternative Investments, Due Diligence, Financial Structuring, Bloomberg Terminal
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
IIT Stuart School of Business 2009 — 2011
Master of Science in Finance, Financial Engineering
Grand Valley State University
BBA, Finance and Accounting
Symbiosis Institute of Business Management
International Finance Study Abroad Program (Pune, India)
Antares Capital LP September 2014 - Present
GE Capital September 2014 - August 2015
Huntington National Bank May 2012 - September 2014
BMO Capital Markets March 2010 - May 2012
Merrill Lynch 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Equities, Bloomberg, Valuation, Portfolio Management, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Finance, Risk Management, Financial Markets, Financial Risk, Trading, Financial Services, Leveraged Finance, LBO, Asset Allocation, Options, Securities, Hedge Funds, Equity Research, Banking, Credit, Private Equity, Loans, Mutual Funds, Strategy, Derivatives, Credit Analysis, Emerging Markets, Credit Risk, Bonds, Alternative Investments, Due Diligence, Financial Structuring, Bloomberg Terminal
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
IIT Stuart School of Business 2009 — 2011
Master of Science in Finance, Financial Engineering
Grand Valley State University
BBA, Finance and Accounting
Symbiosis Institute of Business Management
International Finance Study Abroad Program (Pune, India)
Melissa Guzmann's BMO Capital Markets Experience November 2012 - Present
Job Vice President Energy Corporate Banking
Industry Banking
Experience
BMO Capital Markets November 2012 - Present
BMO Capital Markets July 2009 - November 2012
BMO Capital Markets October 2007 - July 2009
LaSalle Bank/ABN Amro June 2005 - October 2007
Skills
Credit, Accounting, PowerPoint, Banking, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Loans, Analysis, Cash Flow, Syndications, Valuation, Corporate Finance, Risk Management, Credit Risk, Capital Markets, Financial Structuring, Derivatives, Mergers, Loan Origination
Education
Aquinas College 2001 — 2005
Bachelor of Science, Business Administration
BMO Capital Markets November 2012 - Present
BMO Capital Markets July 2009 - November 2012
BMO Capital Markets October 2007 - July 2009
LaSalle Bank/ABN Amro June 2005 - October 2007
Skills
Credit, Accounting, PowerPoint, Banking, Financial Analysis, Credit Analysis, Finance, Portfolio Management, Loans, Analysis, Cash Flow, Syndications, Valuation, Corporate Finance, Risk Management, Credit Risk, Capital Markets, Financial Structuring, Derivatives, Mergers, Loan Origination
Education
Aquinas College 2001 — 2005
Bachelor of Science, Business Administration
Kevin X. Lin's BMO Capital Markets Experience July 2013 - Present
Job Financial Controls & Governance, Derivatives and Structured Products Operations, P&L Analytics
Industry Capital Markets
Experience
BMO Capital Markets July 2013 - Present
OMERS Capital Markets October 2012 - June 2013
Bank of Montreal July 2009 - September 2012
Mitsui & Co., Ltd. 2000 - 2009
Noss AB 1995 - 1999
Skills
Corporate Finance, Capital Markets, Fixed Income, Financial Risk, Project Management, Derivatives, Trading, FX Options, Risk Management, Commodity, Equities, Credit Risk, Structured Products, Options
Education
University of Toronto - Rotman School of Management
MBA, Finance & Strategy
Yamagata University
M.Sc., Mechanical System Engineering
BMO Capital Markets July 2013 - Present
OMERS Capital Markets October 2012 - June 2013
Bank of Montreal July 2009 - September 2012
Mitsui & Co., Ltd. 2000 - 2009
Noss AB 1995 - 1999
Skills
Corporate Finance, Capital Markets, Fixed Income, Financial Risk, Project Management, Derivatives, Trading, FX Options, Risk Management, Commodity, Equities, Credit Risk, Structured Products, Options
Education
University of Toronto - Rotman School of Management
MBA, Finance & Strategy
Yamagata University
M.Sc., Mechanical System Engineering
Rita Miloslavsky's BMO Capital Markets Experience September 2006 - June 2008
Job Sr. Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch September 2009 - September 2012
Bank of America Merrill Lynch June 2008 - October 2009
BMO Capital Markets September 2006 - June 2008
Time Inc. 2005 - 2006
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Capital Markets, Financial Services, Strategic Financial..., Banking, Accounting
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance, General, 3.6
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America Merrill Lynch September 2012 - Present
Bank of America Merrill Lynch September 2009 - September 2012
Bank of America Merrill Lynch June 2008 - October 2009
BMO Capital Markets September 2006 - June 2008
Time Inc. 2005 - 2006
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Bloomberg, Investment Banking, Capital Markets, Financial Services, Strategic Financial..., Banking, Accounting
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance, General, 3.6
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Erin Anne Rengel's BMO Capital Markets Experience July 2015 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
The Art Institute of Chicago January 2012 - Present
BMO Capital Markets July 2011 - Present
BMO Capital Markets August 2010 - July 2011
BMO Capital Markets August 2009 - March 2011
The David Leonardis Gallery October 2008 - March 2010
Chautauqua Institution June 2008 - August 2008
The Ralls Collection May 2006 - June 2007
Skills
Management, Investments, Credit, Sales, Email Marketing, Portfolio Management, Financial Analysis, Analysis
Education
American University 2004 — 2008
Bachelor of Fine Arts (BFA)
BMO Capital Markets July 2015 - Present
The Art Institute of Chicago January 2012 - Present
BMO Capital Markets July 2011 - Present
BMO Capital Markets August 2010 - July 2011
BMO Capital Markets August 2009 - March 2011
The David Leonardis Gallery October 2008 - March 2010
Chautauqua Institution June 2008 - August 2008
The Ralls Collection May 2006 - June 2007
Skills
Management, Investments, Credit, Sales, Email Marketing, Portfolio Management, Financial Analysis, Analysis
Education
American University 2004 — 2008
Bachelor of Fine Arts (BFA)
Paul Yarden's BMO Capital Markets Experience 1992 - 1999
Job Director at Calyon
Industry Banking
Experience
Calyon April 2008 - Present
Goldman Sachs June 2005 - 2008
Citigroup 2000 - 2005
Citi 2000 - 2005
Citibank 2000 - 2005
BMO Capital Markets 1992 - 1999
Bank of Montreal 1992 - 1999
Education
Binghamton University 1979 — 1983
Calyon April 2008 - Present
Goldman Sachs June 2005 - 2008
Citigroup 2000 - 2005
Citi 2000 - 2005
Citibank 2000 - 2005
BMO Capital Markets 1992 - 1999
Bank of Montreal 1992 - 1999
Education
Binghamton University 1979 — 1983
Dale Hoffman's BMO Capital Markets Experience May 2010 - Present
Job Managing Director Fixed Income Trading at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2010 - Present
BMO Capital Markets May 2010 - Present
Legg Mason 1994 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
Skills
Capital Markets, Retirement Planning, Bloomberg, Investments, Fixed Income, Bonds, Series 7, Equities, Investment Banking, Hedge Funds, Trading, Financial Markets, Structured Products, Derivatives, Alternative Investments, Securities
Education
Saint John's University 1983 — 1985
MBA, Finance
Binghamton University 1978 — 1981
BS, Finance
BMO Capital Markets May 2010 - Present
BMO Capital Markets May 2010 - Present
Legg Mason 1994 - 2006
Legg Mason Wood Walker, Inc. 1994 - 2005
Skills
Capital Markets, Retirement Planning, Bloomberg, Investments, Fixed Income, Bonds, Series 7, Equities, Investment Banking, Hedge Funds, Trading, Financial Markets, Structured Products, Derivatives, Alternative Investments, Securities
Education
Saint John's University 1983 — 1985
MBA, Finance
Binghamton University 1978 — 1981
BS, Finance
Sampras (Dayong) Yang, CFA, MBA's BMO Capital Markets Experience April 2007 - November 2007
Job Manager Asset Management at Retro Com REIT
Industry Real Estate
Experience
Retro Com REIT September 2014 - Present
Retro Com REIT July 2011 - Present
BMO Financial Group - Corporate Finance in Real Estate January 2010 - February 2011
Colliers International October 2007 - January 2010
BMO Capital Markets April 2007 - November 2007
Altus Group April 2006 - December 2006
Skills
Asset Management, Investments, Valuation, Real Estate, Financial Analysis, Financial Modeling, Due Diligence, Finance, Real Estate Economics, Real Estate Development, Asset Managment, Commercial Real Estate, Real Estate Financing, Portfolio Management, Investment Properties, Market Research, Dispositions, Management
Education
Schulich School of Business 2004 — 2006
MBA, Business Administration
Southeast University 1989 — 1993
B.Eng, Civil Engineering
Retro Com REIT September 2014 - Present
Retro Com REIT July 2011 - Present
BMO Financial Group - Corporate Finance in Real Estate January 2010 - February 2011
Colliers International October 2007 - January 2010
BMO Capital Markets April 2007 - November 2007
Altus Group April 2006 - December 2006
Skills
Asset Management, Investments, Valuation, Real Estate, Financial Analysis, Financial Modeling, Due Diligence, Finance, Real Estate Economics, Real Estate Development, Asset Managment, Commercial Real Estate, Real Estate Financing, Portfolio Management, Investment Properties, Market Research, Dispositions, Management
Education
Schulich School of Business 2004 — 2006
MBA, Business Administration
Southeast University 1989 — 1993
B.Eng, Civil Engineering
Michael Maidanik's BMO Capital Markets Experience May 2012 - September 2012
Job Senior QA Analyst at ADP
Industry Computer Software
Experience
ADP January 2014 - October 2015
Scotiabank December 2012 - December 2013
BMO Capital Markets May 2012 - September 2012
Scotiabank July 2011 - February 2012
TRADER Corporation May 2010 - July 2011
Belair Direct Insurance (Intact Financial Corporation) September 2009 - May 2010
Aviva Canada March 2008 - December 2008
CIBC August 2006 - September 2007
TD January 2006 - August 2006
CIBC Wealth Management September 2003 - January 2006
Skills
Test Cases, Software Quality..., Regression Testing, Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, SQL, Agile Methodologies, Quality Center, Test Strategy, System Testing, Defect Tracking, Testing, Test Management, Requirements Gathering, Java, XML, Test Automation, QTP, Waterfall, HP Quality Center, Integration Testing, Business Requirements, .NET, Manual Testing, Performance Testing, LoadRunner, Scrum, HP QTP, JIRA, Agile Testing, Test Execution, Test Estimation, Systems Analysis, Unix, Load Testing, Selenium WebDriver, iMacros, Selenium
Education
Kirovohrad National Technical University 1990 — 1995
ADP January 2014 - October 2015
Scotiabank December 2012 - December 2013
BMO Capital Markets May 2012 - September 2012
Scotiabank July 2011 - February 2012
TRADER Corporation May 2010 - July 2011
Belair Direct Insurance (Intact Financial Corporation) September 2009 - May 2010
Aviva Canada March 2008 - December 2008
CIBC August 2006 - September 2007
TD January 2006 - August 2006
CIBC Wealth Management September 2003 - January 2006
Skills
Test Cases, Software Quality..., Regression Testing, Requirements Analysis, SDLC, Test Planning, User Acceptance Testing, SQL, Agile Methodologies, Quality Center, Test Strategy, System Testing, Defect Tracking, Testing, Test Management, Requirements Gathering, Java, XML, Test Automation, QTP, Waterfall, HP Quality Center, Integration Testing, Business Requirements, .NET, Manual Testing, Performance Testing, LoadRunner, Scrum, HP QTP, JIRA, Agile Testing, Test Execution, Test Estimation, Systems Analysis, Unix, Load Testing, Selenium WebDriver, iMacros, Selenium
Education
Kirovohrad National Technical University 1990 — 1995
Corrina Munro's BMO Capital Markets Experience March 2011 - August 2014
Job Executive Assistant at Baytex Energy Corp.
Industry Oil & Energy
Experience
Baytex Energy Corp. September 2014 - Present
BMO Capital Markets March 2011 - August 2014
GE Energy July 2009 - November 2010
Merlin Edge April 2008 - June 2009
GE Energy July 2005 - April 2008
Avanti Software Inc. 1999 - 2005
Skills
Project Management, Marketing, Corporate Communications, Marketing Communications, Strategic Communications, Management, Event Management, Budgets, Editing, Newsletters, Project Planning, Social Media, Strategic Planning, Teamwork, Time Management, Public Relations, Energy, Leadership, CRM
Education
Anglia Ruskin University 1993 — 1997
BA, Business
Baytex Energy Corp. September 2014 - Present
BMO Capital Markets March 2011 - August 2014
GE Energy July 2009 - November 2010
Merlin Edge April 2008 - June 2009
GE Energy July 2005 - April 2008
Avanti Software Inc. 1999 - 2005
Skills
Project Management, Marketing, Corporate Communications, Marketing Communications, Strategic Communications, Management, Event Management, Budgets, Editing, Newsletters, Project Planning, Social Media, Strategic Planning, Teamwork, Time Management, Public Relations, Energy, Leadership, CRM
Education
Anglia Ruskin University 1993 — 1997
BA, Business
Lanette Bauer's BMO Capital Markets Experience October 2014 - Present
Job Administrative Professional
Industry Banking
Experience
BMO Capital Markets October 2014 - Present
IncWorx Consulting November 2012 - September 2014
Halverson Group, Inc. April 2012 - October 2012
sakonent April 2011 - April 2012
Vision Solutions July 2007 - April 2011
Paige Personnel: ChoicePoint April 2007 - July 2007
Colorado Technical University Online May 2005 - October 2005
Skills
PowerPoint, Word, Excel, Outlook, Google Docs, Administration, Inventory Management, Salesforce.com, Research, Data Entry, Database Administration, Customer Service, Problem Solving, Visio, Scheduling, Documentation, Budgeting, Adobe Acrobat, Accounts Payable, Microsoft Excel, Budgets, Software Documentation, Process Scheduler, Microsoft Word, Management, Administrative..., SharePoint, QuickBooks, Telephone Skills, Access, Recruiting, Customer Satisfaction, System Administration, Windows, Program Management, Training, Marketing, Process Improvement, Accounting, Databases, Interviews, Lotus Notes, Microsoft Office, Human Resources, Negotiation, Social Networking, Editing, Leadership, Time Management, Invoicing
Education
Benedictine University 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Illinois State University 1997 — 2002
BFA, Art and International Studies- European History and culture
Lorenzo de Medici 2000 — 2000
Fine/Studio Arts, General
BMO Capital Markets October 2014 - Present
IncWorx Consulting November 2012 - September 2014
Halverson Group, Inc. April 2012 - October 2012
sakonent April 2011 - April 2012
Vision Solutions July 2007 - April 2011
Paige Personnel: ChoicePoint April 2007 - July 2007
Colorado Technical University Online May 2005 - October 2005
Skills
PowerPoint, Word, Excel, Outlook, Google Docs, Administration, Inventory Management, Salesforce.com, Research, Data Entry, Database Administration, Customer Service, Problem Solving, Visio, Scheduling, Documentation, Budgeting, Adobe Acrobat, Accounts Payable, Microsoft Excel, Budgets, Software Documentation, Process Scheduler, Microsoft Word, Management, Administrative..., SharePoint, QuickBooks, Telephone Skills, Access, Recruiting, Customer Satisfaction, System Administration, Windows, Program Management, Training, Marketing, Process Improvement, Accounting, Databases, Interviews, Lotus Notes, Microsoft Office, Human Resources, Negotiation, Social Networking, Editing, Leadership, Time Management, Invoicing
Education
Benedictine University 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Illinois State University 1997 — 2002
BFA, Art and International Studies- European History and culture
Lorenzo de Medici 2000 — 2000
Fine/Studio Arts, General
Eric Drozdov's BMO Capital Markets Experience April 2009 - Present
Job Commodities Derivatives Analyst BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2009 - Present
Education
Babson College
BMO Capital Markets April 2009 - Present
Education
Babson College
Thomas N. Gearhart III, CPA's BMO Capital Markets Experience January 2015 - Present
Job Vice President, Trade Floor Supervision at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
Robert Meringolo's BMO Capital Markets Experience 2012 - Present
Job Managing Director at FBR
Industry Investment Banking
Experience
BMO Capital Markets 2012 - Present
FBR July 2008 - June 2012
Bear Stearns 1988 - 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1984 — 1988
bba, Finance
St. Francis Prep
BMO Capital Markets 2012 - Present
FBR July 2008 - June 2012
Bear Stearns 1988 - 2008
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1984 — 1988
bba, Finance
St. Francis Prep
Kevin Bodkin's BMO Capital Markets Experience June 2006 - April 2008
Job DealerWeb
Industry Financial Services
Experience
DealerWeb November 2011 - Present
Eagle Energy Brokers June 2008 - April 2009
BMO Capital Markets June 2006 - April 2008
KG Capital July 2001 - February 2006
Skills
Equities, Investments, Derivatives, Options, Trading
Education
Boston College 1996 — 2000
BA, History
DealerWeb November 2011 - Present
Eagle Energy Brokers June 2008 - April 2009
BMO Capital Markets June 2006 - April 2008
KG Capital July 2001 - February 2006
Skills
Equities, Investments, Derivatives, Options, Trading
Education
Boston College 1996 — 2000
BA, History
Adrian Inesta's BMO Capital Markets Experience April 2011 - Present
Job Senior Derivatives Specialist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2011 - Present
Morgan Stanley December 2010 - March 2011
Morgan Stanley August 2007 - February 2009
Man Financial Global August 2006 - July 2007
New York Energy and Metals Executions April 2002 - June 2006
Man Financial Global April 2000 - January 2002
Skills
Collateral Management, Spanish, Equities, Fixed Income, Trading, Securities, Microsoft Office, Options, Bloomberg, Settlement
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Certification, Customs Broker
John Jay University 1998 — 2000
N/A, General Education
BMO Capital Markets April 2011 - Present
Morgan Stanley December 2010 - March 2011
Morgan Stanley August 2007 - February 2009
Man Financial Global August 2006 - July 2007
New York Energy and Metals Executions April 2002 - June 2006
Man Financial Global April 2000 - January 2002
Skills
Collateral Management, Spanish, Equities, Fixed Income, Trading, Securities, Microsoft Office, Options, Bloomberg, Settlement
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
Certification, Customs Broker
John Jay University 1998 — 2000
N/A, General Education
Dan Rubino's BMO Capital Markets Experience June 2011 - Present
Job Project Delivery at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2011 - Present
TD Securities, Inc. June 2009 - June 2011
BMO Capital Markets 2007 - 2008
Broadridge 1998 - 2007
UBS securities 1991 - 1998
Skills
Fixed Income, Derivatives, Equities, Trading Systems, Capital Markets, Back Office, Bloomberg, Investment Banking, Securities, Business Analysis, Middle Office, Market Data
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
Business Management
BMO Capital Markets June 2011 - Present
TD Securities, Inc. June 2009 - June 2011
BMO Capital Markets 2007 - 2008
Broadridge 1998 - 2007
UBS securities 1991 - 1998
Skills
Fixed Income, Derivatives, Equities, Trading Systems, Capital Markets, Back Office, Bloomberg, Investment Banking, Securities, Business Analysis, Middle Office, Market Data
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
Business Management
Dan O'Regan's BMO Capital Markets Experience May 2015 - Present
Job Institutional Equities Position Trader
Industry Investment Banking
Experience
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
Rusty Fisher's BMO Capital Markets Experience May 2008 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2008 - Present
Endeavour International Corporation August 2006 - May 2008
Huntington Learning Center April 2003 - March 2006
Credit Suisse First Boston July 1996 - August 2002
Skills
Investments, Finance, Equity Research, Equities, Capital Markets, Investor Relations, Management, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Fixed Income, Investment Banking
Education
University of Houston 1989 — 1992
MBA, Finance
Baylor University
BMO Capital Markets May 2008 - Present
Endeavour International Corporation August 2006 - May 2008
Huntington Learning Center April 2003 - March 2006
Credit Suisse First Boston July 1996 - August 2002
Skills
Investments, Finance, Equity Research, Equities, Capital Markets, Investor Relations, Management, Hedge Funds, Portfolio Management, Valuation, Financial Modeling, Bloomberg, Fixed Income, Investment Banking
Education
University of Houston 1989 — 1992
MBA, Finance
Baylor University
Jason O'Connell's BMO Capital Markets Experience 2006 - May 2008
Job Director, Corporate Development at FrancoNevada
Industry Mining & Metals
Experience
Franco-Nevada December 2010 - Present
Franco-Nevada Corporation May 2008 - December 2010
BMO Capital Markets 2006 - May 2008
Skills
IPO, Equity Research, Investor Relations, Mining, Corporate Development, Mergers & Acquisitions
Education
Dalhousie University 2001 — 2003
MBA, Business
Acadia University 1997 — 2001
BSc., Geology
Franco-Nevada December 2010 - Present
Franco-Nevada Corporation May 2008 - December 2010
BMO Capital Markets 2006 - May 2008
Skills
IPO, Equity Research, Investor Relations, Mining, Corporate Development, Mergers & Acquisitions
Education
Dalhousie University 2001 — 2003
MBA, Business
Acadia University 1997 — 2001
BSc., Geology
Ilir Hasi's BMO Capital Markets Experience July 2014 - Present
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2011 - June 2014
Bryant Park Capital March 2010 - December 2010
Bank of America June 2010 - August 2010
Allen Partners October 2009 - February 2010
Marcus & Millichap June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Spanish, Reuters 3000, Bloomberg, Capital IQ, Financial Modeling, Valuation, Bloomberg Terminal, Corporate Finance, Investment Banking, Financial Analysis, Leveraged Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance & Investments
Benjamin N Cardozo 2003 — 2007
DaVinci Program
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2011 - June 2014
Bryant Park Capital March 2010 - December 2010
Bank of America June 2010 - August 2010
Allen Partners October 2009 - February 2010
Marcus & Millichap June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Spanish, Reuters 3000, Bloomberg, Capital IQ, Financial Modeling, Valuation, Bloomberg Terminal, Corporate Finance, Investment Banking, Financial Analysis, Leveraged Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance & Investments
Benjamin N Cardozo 2003 — 2007
DaVinci Program
Jason Horowitz's BMO Capital Markets Experience June 2003 - May 2005
Job AVP, Strategic Ventures at North ShoreLIJ Health System
Industry Investment Banking
Experience
North Shore-LIJ Health System August 2014 - Present
Hammond Hanlon Camp LLC April 2013 - August 2014
Cain Brothers January 2010 - March 2013
Cain Brothers January 2007 - December 2009
Cain Brothers June 2005 - January 2007
BMO Capital Markets June 2003 - May 2005
Gerard Klauer Mattison 2001 - 2002
LeaRonal 1996 - 1998
Skills
Restructuring, Mergers, Bankruptcy, Healthcare, Divestitures, Corporate Finance, Chapter 11, Investment Banking, Venture Capital, Due Diligence, Private Equity, Financial Modeling, Capital Markets, Mergers & Acquisitions, Financial Analysis, Business Valuation, LBO, Equities, Corporate Development, Strategy, M&A experience, Valuation, Nonprofits
Education
University of Pennsylvania 1992 — 1996
BSE, Chemical Engineering
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
North Shore-LIJ Health System August 2014 - Present
Hammond Hanlon Camp LLC April 2013 - August 2014
Cain Brothers January 2010 - March 2013
Cain Brothers January 2007 - December 2009
Cain Brothers June 2005 - January 2007
BMO Capital Markets June 2003 - May 2005
Gerard Klauer Mattison 2001 - 2002
LeaRonal 1996 - 1998
Skills
Restructuring, Mergers, Bankruptcy, Healthcare, Divestitures, Corporate Finance, Chapter 11, Investment Banking, Venture Capital, Due Diligence, Private Equity, Financial Modeling, Capital Markets, Mergers & Acquisitions, Financial Analysis, Business Valuation, LBO, Equities, Corporate Development, Strategy, M&A experience, Valuation, Nonprofits
Education
University of Pennsylvania 1992 — 1996
BSE, Chemical Engineering
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
Balasubramaniam Ramasamy's BMO Capital Markets Experience June 2014 - Present
Job Application Development Manager at BMO Capital Markets
Industry Computer Software
Experience
BMO Capital Markets June 2014 - Present
RBC Capital Markets February 2010 - June 2014
EY January 2005 - January 2010
Verizon January 2004 - December 2004
Skills
Dotnet,MVC,Entityframewo..., Requirements Analysis, Agile Methodologies, SDLC, Software Project..., Business Analysis
Education
Bharathiar University 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical Engineering
BMO Capital Markets June 2014 - Present
RBC Capital Markets February 2010 - June 2014
EY January 2005 - January 2010
Verizon January 2004 - December 2004
Skills
Dotnet,MVC,Entityframewo..., Requirements Analysis, Agile Methodologies, SDLC, Software Project..., Business Analysis
Education
Bharathiar University 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical Engineering
Joan Delaney's BMO Capital Markets Experience May 2006 - February 2008
Job Business Consultant at BMO Financial Group
Industry Capital Markets
Experience
BMO Financial Group December 2014 - Present
Scotiabank December 2013 - September 2014
RBC Capital Markets March 2013 - November 2013
BMO Financial Group November 2011 - March 2013
RBC Dexia Investor Services January 2011 - November 2011
Amgen March 2010 - January 2011
Knowledge First Financial November 2008 - February 2010
TD May 2008 - October 2008
BMO Capital Markets May 2006 - February 2008
Rogers Communications - Rogers Wireless September 1999 - May 2006
Skills
Capital Markets, Business Analysis, SDLC, Requirements Gathering, Risk Management, Vendor Management, Visio, SQL, Systems Analysis, Software Project..., Integration, Business Process Design, Project Management, Change Management, Project Delivery, PMP, Access, Agile Methodologies, MS Project, Technical Analysis, Telecommunications, Business Requirements, Databases, Enterprise Architecture, Oracle, Business Intelligence, User Acceptance Testing, Business Process, Software Documentation, SharePoint, PMO, Resource Management, Data Warehousing, Business Process..., Data Modeling, IT Strategy, Analysis, Project Portfolio..., Requirements Analysis, Quality Assurance, Testing, Software Development
Education
Athabasca University 2008 — 2012
Master of Science (MSc) Computer Science, Information Systems
Grand Valley State University 1998 — 1999
Information Technology Institute 1996 — 1997
Applied Information Technology Diploma, Applied Information Technology
Memorial University of Newfoundland 1993 — 1995
Bachelor of Vocational Education, Adult Education
Memorial University of Newfoundland 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Finance
BMO Financial Group December 2014 - Present
Scotiabank December 2013 - September 2014
RBC Capital Markets March 2013 - November 2013
BMO Financial Group November 2011 - March 2013
RBC Dexia Investor Services January 2011 - November 2011
Amgen March 2010 - January 2011
Knowledge First Financial November 2008 - February 2010
TD May 2008 - October 2008
BMO Capital Markets May 2006 - February 2008
Rogers Communications - Rogers Wireless September 1999 - May 2006
Skills
Capital Markets, Business Analysis, SDLC, Requirements Gathering, Risk Management, Vendor Management, Visio, SQL, Systems Analysis, Software Project..., Integration, Business Process Design, Project Management, Change Management, Project Delivery, PMP, Access, Agile Methodologies, MS Project, Technical Analysis, Telecommunications, Business Requirements, Databases, Enterprise Architecture, Oracle, Business Intelligence, User Acceptance Testing, Business Process, Software Documentation, SharePoint, PMO, Resource Management, Data Warehousing, Business Process..., Data Modeling, IT Strategy, Analysis, Project Portfolio..., Requirements Analysis, Quality Assurance, Testing, Software Development
Education
Athabasca University 2008 — 2012
Master of Science (MSc) Computer Science, Information Systems
Grand Valley State University 1998 — 1999
Information Technology Institute 1996 — 1997
Applied Information Technology Diploma, Applied Information Technology
Memorial University of Newfoundland 1993 — 1995
Bachelor of Vocational Education, Adult Education
Memorial University of Newfoundland 1990 — 1993
Bachelor of Commerce (B.Com.), Accounting and Finance
Vaidhyanathan Harisankaran's BMO Capital Markets Experience February 2010 - May 2010
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2010 - Present
BMO Capital Markets February 2010 - May 2010
Broadridge October 2007 - February 2010
ADP February 2007 - October 2007
ADP India April 2005 - February 2007
ADP India October 2002 - April 2005
Skills
US Fixed Income..., Broadridge IMPACT Fixed..., Business Analysis, Product Development, Production Support, AS400, RPG, DB2, SQL, Fixed Income, IBM iSeries, Requirements Gathering, Requirements Analysis, SDLC
Education
Cochin University of Science and Technology 1998 — 2002
MCA, Computer Applications
Bharathidasan University 1995 — 1998
BSc, mathematics
Barclays Capital June 2010 - Present
BMO Capital Markets February 2010 - May 2010
Broadridge October 2007 - February 2010
ADP February 2007 - October 2007
ADP India April 2005 - February 2007
ADP India October 2002 - April 2005
Skills
US Fixed Income..., Broadridge IMPACT Fixed..., Business Analysis, Product Development, Production Support, AS400, RPG, DB2, SQL, Fixed Income, IBM iSeries, Requirements Gathering, Requirements Analysis, SDLC
Education
Cochin University of Science and Technology 1998 — 2002
MCA, Computer Applications
Bharathidasan University 1995 — 1998
BSc, mathematics
William Rong's BMO Capital Markets Experience December 2014 - May 2015
Job IT Consultant at TD
Industry Information Technology and Services
Experience
TD May 2015 - Present
BMO Capital Markets December 2014 - May 2015
RBC Capital Markets January 2013 - November 2014
BMO Capital Markets April 2011 - October 2012
RBC Capital Markets March 2010 - March 2011
BMO Capital Markets October 2009 - March 2010
Keane Canada June 2004 - October 2009
Shoppers Drug Mart May 2000 - June 2004
Institute of Software, Chinese Academy of Sciences September 1995 - March 2000
Skills
Business Intelligence, Requirements Analysis, SQL, Data Warehousing, DB2, ETL, Business Analysis, Sybase, Unix, Oracle, Solution Architecture, Data Modeling, Microsoft SQL Server, Enterprise Architecture, Integration, Requirements Gathering, Informix, Erwin, Perl, PL/SQL, Java Web Development, Core Java, Informatica, Tibco Business Works, Cognos 8&10, Microstrategy 8i, Autosys, Tivoli Maestro, IBM ClearCase, IBM ClearQuest, BMC Remedy, subversion, Cruise Control, Hudson, Data Integration
Education
Huazhong University of Science and Technology 1997 — 1999
MS, Computer Software
South Central University for Nationalities 1991 — 1995
BS, Computer Science
TD May 2015 - Present
BMO Capital Markets December 2014 - May 2015
RBC Capital Markets January 2013 - November 2014
BMO Capital Markets April 2011 - October 2012
RBC Capital Markets March 2010 - March 2011
BMO Capital Markets October 2009 - March 2010
Keane Canada June 2004 - October 2009
Shoppers Drug Mart May 2000 - June 2004
Institute of Software, Chinese Academy of Sciences September 1995 - March 2000
Skills
Business Intelligence, Requirements Analysis, SQL, Data Warehousing, DB2, ETL, Business Analysis, Sybase, Unix, Oracle, Solution Architecture, Data Modeling, Microsoft SQL Server, Enterprise Architecture, Integration, Requirements Gathering, Informix, Erwin, Perl, PL/SQL, Java Web Development, Core Java, Informatica, Tibco Business Works, Cognos 8&10, Microstrategy 8i, Autosys, Tivoli Maestro, IBM ClearCase, IBM ClearQuest, BMC Remedy, subversion, Cruise Control, Hudson, Data Integration
Education
Huazhong University of Science and Technology 1997 — 1999
MS, Computer Software
South Central University for Nationalities 1991 — 1995
BS, Computer Science
Edward Chu's BMO Capital Markets Experience June 2011 - August 2014
Job
Industry Design
Experience
Toronto Star March 2015 - Present
SomeDesign Ltd. 2005 - Present
BMO Capital Markets June 2011 - August 2014
Thinkway Toys 2009 - June 2011
Smart Circle International 2004 - 2009
ECCO Design June 2005 - August 2005
Skills
Graphic Design, Advertising, Packaging, User Experience, User Interface Design, Adobe Creative Suite, PowerPoint, Layout, Microsoft Office, Corporate Identity, Presentation Design, Web Design, Photoshop, Social Media, Branding & Identity, Marketing, Illustrator, InDesign, Typography, Desktop Publishing, WordPress, Graphics, Brand Development, Keynote, Marketing Communications, Integrated Marketing, Capital Markets, HTML, Adobe Acrobat, Direct Marketing, Mobile Advertising, Newsletters, Creative Direction, Art Direction, Logo Design, Photography, Consumer Behaviour, Investment Banking, Wireframes, Strategy, Management
Education
Bitmaker 2015 — 2015
User Experience Design
Bitmaker 2015 — 2015
Mobile Development
Bitmaker 2015 — 2015
HTML & CSS
University of Toronto 2010 — 2011
Certificate, E-Business & Web Marketing
University of Toronto 2009 — 2010
Certificate, Marketing
OCAD University 2003 — 2007
Bachelor, Advertising
Toronto Star March 2015 - Present
SomeDesign Ltd. 2005 - Present
BMO Capital Markets June 2011 - August 2014
Thinkway Toys 2009 - June 2011
Smart Circle International 2004 - 2009
ECCO Design June 2005 - August 2005
Skills
Graphic Design, Advertising, Packaging, User Experience, User Interface Design, Adobe Creative Suite, PowerPoint, Layout, Microsoft Office, Corporate Identity, Presentation Design, Web Design, Photoshop, Social Media, Branding & Identity, Marketing, Illustrator, InDesign, Typography, Desktop Publishing, WordPress, Graphics, Brand Development, Keynote, Marketing Communications, Integrated Marketing, Capital Markets, HTML, Adobe Acrobat, Direct Marketing, Mobile Advertising, Newsletters, Creative Direction, Art Direction, Logo Design, Photography, Consumer Behaviour, Investment Banking, Wireframes, Strategy, Management
Education
Bitmaker 2015 — 2015
User Experience Design
Bitmaker 2015 — 2015
Mobile Development
Bitmaker 2015 — 2015
HTML & CSS
University of Toronto 2010 — 2011
Certificate, E-Business & Web Marketing
University of Toronto 2009 — 2010
Certificate, Marketing
OCAD University 2003 — 2007
Bachelor, Advertising
Ken Lu's BMO Capital Markets Experience January 2012 - December 2012
Job IT Consultant
Industry Banking
Experience
Scotiabank January 2013 - Present
BMO Capital Markets January 2012 - December 2012
RBC Capital Markets Risk Management April 2010 - January 2012
Scotia Capital Market March 2004 - March 2010
Mackenzie Financial January 2004 - March 2004
Citi Bank Canada October 2003 - December 2003
RBC Capital Markets May 2003 - August 2003
Masterfile May 2000 - May 2003
Trimark February 1999 - May 2000
Skills
SDLC, Enterprise Architecture, Sybase, Capital Markets, Integration, Business Analysis, Fixed Income, Databases, Portfolio Management, Software Development, Web Services, .NET, Trading, SOA, Trading Systems, Java Enterprise Edition, Investments, Derivatives, ETL, Oracle, Strategy, Agile Methodologies, Financial Services, Requirements Gathering, Data Modeling, Requirements Analysis, IT Strategy, Solution Architecture, Business Requirements, UML, Systems Analysis, DB2, Unix, Websphere
Education
Akita University 1994 — 1996
Ph.D, System Engineering
Akita University 1992 — 1994
Master, System Engineering
East China Normal University 1988 — 1992
Bachelor, Electrical Engineering
Scotiabank January 2013 - Present
BMO Capital Markets January 2012 - December 2012
RBC Capital Markets Risk Management April 2010 - January 2012
Scotia Capital Market March 2004 - March 2010
Mackenzie Financial January 2004 - March 2004
Citi Bank Canada October 2003 - December 2003
RBC Capital Markets May 2003 - August 2003
Masterfile May 2000 - May 2003
Trimark February 1999 - May 2000
Skills
SDLC, Enterprise Architecture, Sybase, Capital Markets, Integration, Business Analysis, Fixed Income, Databases, Portfolio Management, Software Development, Web Services, .NET, Trading, SOA, Trading Systems, Java Enterprise Edition, Investments, Derivatives, ETL, Oracle, Strategy, Agile Methodologies, Financial Services, Requirements Gathering, Data Modeling, Requirements Analysis, IT Strategy, Solution Architecture, Business Requirements, UML, Systems Analysis, DB2, Unix, Websphere
Education
Akita University 1994 — 1996
Ph.D, System Engineering
Akita University 1992 — 1994
Master, System Engineering
East China Normal University 1988 — 1992
Bachelor, Electrical Engineering
David Ouellette's BMO Capital Markets Experience July 2005 - July 2007
Job Regulatory and Compliance Policy Lead North America at Shell Trading
Industry Oil & Energy
Experience
Shell Trading September 2010 - Present
BP Global Oil Americas May 2007 - August 2010
BMO Capital Markets July 2005 - July 2007
AIG Global Investment Group November 2003 - July 2005
FINRA November 1999 - November 2003
Clinton/Gore 1992 1992 - 1992
Skills
Derivatives, Trading, Risk Management, Strategy
Education
Illinois Institute of Technology 1997 — 1999
MS, Financial Markets & Trading
American University 1988 — 1991
BA, Communications, Law, Economics, Government
Shell Trading September 2010 - Present
BP Global Oil Americas May 2007 - August 2010
BMO Capital Markets July 2005 - July 2007
AIG Global Investment Group November 2003 - July 2005
FINRA November 1999 - November 2003
Clinton/Gore 1992 1992 - 1992
Skills
Derivatives, Trading, Risk Management, Strategy
Education
Illinois Institute of Technology 1997 — 1999
MS, Financial Markets & Trading
American University 1988 — 1991
BA, Communications, Law, Economics, Government
Mike Ng's BMO Capital Markets Experience February 2011 - August 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
BMO Capital Markets February 2011 - August 2013
Ernst & Young September 2008 - February 2011
Ernst & Young June 2007 - August 2007
Skills
Structured Finance, Equity Valuation, Industry Research, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Investment Banking, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Private Equity
Education
Binghamton University - School of Management 2004 — 2008
BS Accounting
Goldman Sachs September 2013 - Present
BMO Capital Markets February 2011 - August 2013
Ernst & Young September 2008 - February 2011
Ernst & Young June 2007 - August 2007
Skills
Structured Finance, Equity Valuation, Industry Research, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Valuation, Equities, Investment Banking, Corporate Finance, Fixed Income, Derivatives, Hedge Funds, Private Equity
Education
Binghamton University - School of Management 2004 — 2008
BS Accounting
Kelsey Dippold's BMO Capital Markets Experience July 2010 - December 2011
Job Business Analyst at IA Interior Architects
Industry Architecture & Planning
Experience
IA Interior Architects September 2014 - Present
IA Interior Architects May 2012 - September 2014
Yellow Tractor Program April 2010 - May 2012
IHS January 2012 - April 2012
BMO Capital Markets July 2010 - December 2011
Village Treasure House June 2010 - October 2011
Peace Corps August 2007 - October 2009
Arnold Worldwide February 2007 - May 2007
WGBH- "Antiques Roadshow" June 2006 - September 2006
NorthShore University HealthSystem Gift Shop January 2000 - January 2003
Skills
Fundraising, Nonprofits, Social Media, Leadership, Grant Writing, Editing, Spanish, Marketing, Program Management, Strategy, Management, Advertising, PowerPoint, Analysis, Non-profits, Event Management, Microsoft Excel, Customer Service
Education
Boston College 2003 — 2007
BA, Communications, History
New Trier High School 1999 — 2003
IA Interior Architects September 2014 - Present
IA Interior Architects May 2012 - September 2014
Yellow Tractor Program April 2010 - May 2012
IHS January 2012 - April 2012
BMO Capital Markets July 2010 - December 2011
Village Treasure House June 2010 - October 2011
Peace Corps August 2007 - October 2009
Arnold Worldwide February 2007 - May 2007
WGBH- "Antiques Roadshow" June 2006 - September 2006
NorthShore University HealthSystem Gift Shop January 2000 - January 2003
Skills
Fundraising, Nonprofits, Social Media, Leadership, Grant Writing, Editing, Spanish, Marketing, Program Management, Strategy, Management, Advertising, PowerPoint, Analysis, Non-profits, Event Management, Microsoft Excel, Customer Service
Education
Boston College 2003 — 2007
BA, Communications, History
New Trier High School 1999 — 2003
Lauren Hayes (Giles)'s BMO Capital Markets Experience February 2014 - Present
Job Sales and Trading Associate
Industry Banking
Experience
BMO Capital Markets February 2014 - Present
TD Securities January 2012 - October 2013
TD Securities May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
BMO Financial Group April 2007 - August 2009
BMO Financial Group April 2006 - August 2006
RBC Royal Bank May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Services
Education
McMaster University 2009 — 2011
MBA
Acadia University 2002 — 2006
B.B.A, Finance
BMO Capital Markets February 2014 - Present
TD Securities January 2012 - October 2013
TD Securities May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
BMO Financial Group April 2007 - August 2009
BMO Financial Group April 2006 - August 2006
RBC Royal Bank May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Services
Education
McMaster University 2009 — 2011
MBA
Acadia University 2002 — 2006
B.B.A, Finance
win boileau's BMO Capital Markets Experience February 2011 - April 2012
Job Managing Director, Capital Markets at The Wakefield Company
Industry Financial Services
Experience
The Wakefield Company, LLC April 2012 - August 2012
BMO Capital Markets February 2011 - April 2012
Oppenheimer & Co. January 2010 - January 2011
Salomon Brothers/Smith Barney/Citigroup August 1982 - May 2009
Skills
Capital Markets, Series 7, Securities, Mortgage Lending, Loans, Trading, Fixed Income, Equities, Investments, Loan Origination, Portfolio Management, Valuation, Series 63, Structured Finance, Credit, Financial Structuring, Asset Management, Bonds, Structured Products, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Credit Analysis, Securitization, Financial Services
Education
Auburn University at Montgomery 1970 — 1971
Business/Managerial Economics
Wake Forest University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
The Wakefield Company, LLC April 2012 - August 2012
BMO Capital Markets February 2011 - April 2012
Oppenheimer & Co. January 2010 - January 2011
Salomon Brothers/Smith Barney/Citigroup August 1982 - May 2009
Skills
Capital Markets, Series 7, Securities, Mortgage Lending, Loans, Trading, Fixed Income, Equities, Investments, Loan Origination, Portfolio Management, Valuation, Series 63, Structured Finance, Credit, Financial Structuring, Asset Management, Bonds, Structured Products, Investment Banking, Hedge Funds, Derivatives, Alternative Investments, Credit Analysis, Securitization, Financial Services
Education
Auburn University at Montgomery 1970 — 1971
Business/Managerial Economics
Wake Forest University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Morris Huling Jr.'s BMO Capital Markets Experience August 2013 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2013 - Present
Bank of America Merrill Lynch March 2012 - August 2013
Bank of America Merrill Lynch July 2010 - March 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Capital Markets, Bonds, Credit Analysis, Credit Risk, Credit, Underwriting
Education
Arizona State University 2008 — 2010
B.S., Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
B.S., Finance
Wall Street Prep
Wall Street Prep
BMO Capital Markets August 2013 - Present
Bank of America Merrill Lynch March 2012 - August 2013
Bank of America Merrill Lynch July 2010 - March 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Capital Markets, Bonds, Credit Analysis, Credit Risk, Credit, Underwriting
Education
Arizona State University 2008 — 2010
B.S., Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
B.S., Finance
Wall Street Prep
Wall Street Prep
Jack Kerns's BMO Capital Markets Experience April 2015 - June 2015
Job Presentations Specialist at Bank of America Merrill Lynch
Industry Public Relations and Communications
Experience
Bank of America Merrill Lynch July 2015 - Present
BMO Capital Markets April 2015 - June 2015
Williams Lea October 2010 - April 2015
Imagination Publishing August 2010 - October 2010
Old Rhinebeck Aerodrome May 2008 - August 2009
Forum: Bard College's Journal of Literary Studies February 2008 - May 2009
the New York Neo-Futurists June 2008 - August 2008
Sui Generis: An Annual Multilingual Magazine February 2008 - May 2008
HVS Convention, Sports and Entertainment June 2007 - August 2007
Chicago Mercantile Exchange May 2007 - August 2007
Skills
Writing, Editing, Maintaining Strong..., Social Media, Journalism, Copy Editing, Microsoft Office, Adobe Creative Suite, InDesign, Photoshop, Corel Draw, Graphic Design, Max/MSP/Jitter, Facebook, Social Media Marketing, MapInfo, New Media, Marketing
Education
Bard College 2006 — 2010
Bachelor of Arts (BA), Literature, Classical Studies
John Cabot University (Rome) 2009 — 2009
Italian Language, Architecture, Art History
Oak Park River Forest High School 2002 — 2006
Bank of America Merrill Lynch July 2015 - Present
BMO Capital Markets April 2015 - June 2015
Williams Lea October 2010 - April 2015
Imagination Publishing August 2010 - October 2010
Old Rhinebeck Aerodrome May 2008 - August 2009
Forum: Bard College's Journal of Literary Studies February 2008 - May 2009
the New York Neo-Futurists June 2008 - August 2008
Sui Generis: An Annual Multilingual Magazine February 2008 - May 2008
HVS Convention, Sports and Entertainment June 2007 - August 2007
Chicago Mercantile Exchange May 2007 - August 2007
Skills
Writing, Editing, Maintaining Strong..., Social Media, Journalism, Copy Editing, Microsoft Office, Adobe Creative Suite, InDesign, Photoshop, Corel Draw, Graphic Design, Max/MSP/Jitter, Facebook, Social Media Marketing, MapInfo, New Media, Marketing
Education
Bard College 2006 — 2010
Bachelor of Arts (BA), Literature, Classical Studies
John Cabot University (Rome) 2009 — 2009
Italian Language, Architecture, Art History
Oak Park River Forest High School 2002 — 2006
Kristi Riffe's BMO Capital Markets Experience April 2000 - June 2007
Job SVP Financial Solutions at IH Mississippi Valley Credit Union
Industry Financial Services
Experience
IH Mississippi Valley Credit Union June 2012 - Present
I.H. Mississippi Valley Credit Union May 2010 - June 2012
Avadyne Health June 2007 - May 2010
BMO Capital Markets April 2000 - June 2007
Bank of America May 1993 - April 2000
Continental Bank, N. A. 1987 - 1993
Skills
Securitization, Credit, Loans, Finance, Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Credit Analysis, Leadership, Commercial Lending, Process Improvement, Executive Management, Customer Service, Strategic Planning, Accounts Receivable, Mergers & Acquisitions, Financial Structuring, Cash Management, Structured Finance, Business Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Finance
Illinois State University 1985 — 1987
B.S., Accounting, Bus Info Sys, Bus Admin
Black Hawk College 1983 — 1985
Associate's Degree, Accounting and Business/Management, Degree
IH Mississippi Valley Credit Union June 2012 - Present
I.H. Mississippi Valley Credit Union May 2010 - June 2012
Avadyne Health June 2007 - May 2010
BMO Capital Markets April 2000 - June 2007
Bank of America May 1993 - April 2000
Continental Bank, N. A. 1987 - 1993
Skills
Securitization, Credit, Loans, Finance, Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Credit Analysis, Leadership, Commercial Lending, Process Improvement, Executive Management, Customer Service, Strategic Planning, Accounts Receivable, Mergers & Acquisitions, Financial Structuring, Cash Management, Structured Finance, Business Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Finance
Illinois State University 1985 — 1987
B.S., Accounting, Bus Info Sys, Bus Admin
Black Hawk College 1983 — 1985
Associate's Degree, Accounting and Business/Management, Degree
Daniel Belton's BMO Capital Markets Experience June 2013 - August 2014
Job Ph.D. Candidate in Economics
Industry Research
Experience
Michigan State University August 2011 - Present
BMO Capital Markets June 2013 - August 2014
Skills
Econometrics, Economics, Statistics, Macroeconomics, Microeconomics, Game Theory, Research, Data Analysis, Teaching, Policy Analysis, PowerPoint, Microsoft Excel
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Boston College, College of Arts and Science 2007 — 2011
Bachelor of Arts, Economics
Michigan State University August 2011 - Present
BMO Capital Markets June 2013 - August 2014
Skills
Econometrics, Economics, Statistics, Macroeconomics, Microeconomics, Game Theory, Research, Data Analysis, Teaching, Policy Analysis, PowerPoint, Microsoft Excel
Education
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Boston College, College of Arts and Science 2007 — 2011
Bachelor of Arts, Economics
murat ozsan's BMO Capital Markets Experience August 2015 - Present
Job BMO CM AML Team at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets August 2015 - Present
BMO Financial Group February 2015 - June 2015
Royal Bank of Canada April 2010 - February 2015
Zorlu Holding September 2004 - September 2006
Istanbul Bilgi (Laureate) University September 2003 - January 2006
ABN AMRO Bank N.V. 1994 - 2003
JP Morgan Chase 1991 - 1993
Skills
Financial Markets, Trading, Finance, Banking, CAMS, Credit, Mortgage Lending, Credit Analysis, Relationship Management, Operational Risk, Loans, Credit Risk
Education
ACAMS 2014 — 2014
OPEN SOURCE INTELLIGENCE (AML) TRAINING
CSI 2012 — 2012
Conducts and Practices Handbook, Compliance
Canadian Securities Institute 2011 — 2011
Chief Compliance Officer Examination Course, CSI
ACAMS 2010 — 2010
CAMS, Certified Anti-Money Laundering Specialist
Canadian Securities Institute 2009 — 2009
Canadian Securities Course, Honours
Bosphorus University 1979 — 1984
Bachelor of Business Administration (BBA), Finance, General
BMO Capital Markets August 2015 - Present
BMO Financial Group February 2015 - June 2015
Royal Bank of Canada April 2010 - February 2015
Zorlu Holding September 2004 - September 2006
Istanbul Bilgi (Laureate) University September 2003 - January 2006
ABN AMRO Bank N.V. 1994 - 2003
JP Morgan Chase 1991 - 1993
Skills
Financial Markets, Trading, Finance, Banking, CAMS, Credit, Mortgage Lending, Credit Analysis, Relationship Management, Operational Risk, Loans, Credit Risk
Education
ACAMS 2014 — 2014
OPEN SOURCE INTELLIGENCE (AML) TRAINING
CSI 2012 — 2012
Conducts and Practices Handbook, Compliance
Canadian Securities Institute 2011 — 2011
Chief Compliance Officer Examination Course, CSI
ACAMS 2010 — 2010
CAMS, Certified Anti-Money Laundering Specialist
Canadian Securities Institute 2009 — 2009
Canadian Securities Course, Honours
Bosphorus University 1979 — 1984
Bachelor of Business Administration (BBA), Finance, General
Bryan D'Alessandro's BMO Capital Markets Experience December 2013 - Present
Job Director, Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets January 2011 - December 2013
BMO Capital Markets August 2007 - December 2010
A.G. Edwards July 2004 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Divestitures, Capital Markets, Financial Modeling, LBO, Corporate Finance, Due Diligence, Business Valuation
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Corporate Reporting & Analysis
Centereach High School 1996 — 2000
BMO Capital Markets December 2013 - Present
BMO Capital Markets January 2011 - December 2013
BMO Capital Markets August 2007 - December 2010
A.G. Edwards July 2004 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Divestitures, Capital Markets, Financial Modeling, LBO, Corporate Finance, Due Diligence, Business Valuation
Education
Boston College 2000 — 2004
Bachelor of Science, Finance, Corporate Reporting & Analysis
Centereach High School 1996 — 2000
Joanne Doerner's BMO Capital Markets Experience August 2009 - October 2010
Job Sr VP Operations at Hutchinson, Shockey, Erley & Co.
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. September 2010 - Present
BMO Capital Markets August 2009 - October 2010
Skills
Series 7, Series 63, Bloomberg, Portfolio Management, Fixed Income, Investments, Capital Markets, Bonds, Financial Analysis, Investment Banking, Equities, Trading, Alternative Investments, Credit Analysis, Securities, FINRA
Education
Benedictine University 1994 — 1996
MBA, Human Resource Mgmt
Hutchinson, Shockey, Erley & Co. September 2010 - Present
BMO Capital Markets August 2009 - October 2010
Skills
Series 7, Series 63, Bloomberg, Portfolio Management, Fixed Income, Investments, Capital Markets, Bonds, Financial Analysis, Investment Banking, Equities, Trading, Alternative Investments, Credit Analysis, Securities, FINRA
Education
Benedictine University 1994 — 1996
MBA, Human Resource Mgmt
Aman Talwar's BMO Capital Markets Experience February 2015 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
BMO Capital Markets February 2015 - Present
Sanabe & Associates (subsequently merged with TM Capital) May 2011 - February 2015
Morgan Stanley January 2011 - May 2011
Morgan Stanley June 2009 - December 2010
Skills
Merchant Banking, Investment Banking, Private Equity, Fixed Income, Capital IQ, Capital Markets, Leveraged Finance, Equity Research, Real Estate, Equities, Financial Modeling, LBO, Valuation, Due Diligence, Financial Analysis, Alternative Energy, Restructuring, Corporate Finance, DCF, Turnaround Experience, Bloomberg
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2007 — 2007
Study abroad program with a focus in macroeconomics and foreign relations
BMO Capital Markets February 2015 - Present
Sanabe & Associates (subsequently merged with TM Capital) May 2011 - February 2015
Morgan Stanley January 2011 - May 2011
Morgan Stanley June 2009 - December 2010
Skills
Merchant Banking, Investment Banking, Private Equity, Fixed Income, Capital IQ, Capital Markets, Leveraged Finance, Equity Research, Real Estate, Equities, Financial Modeling, LBO, Valuation, Due Diligence, Financial Analysis, Alternative Energy, Restructuring, Corporate Finance, DCF, Turnaround Experience, Bloomberg
Education
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Royal Holloway, University of London 2007 — 2007
Study abroad program with a focus in macroeconomics and foreign relations
Irum Khan's BMO Capital Markets Experience November 2012 - November 2013
Job Dodd Frank Associate
Industry Financial Services
Experience
HSBC July 2014 - Present
Tullett Prebon December 2013 - June 2014
BMO Capital Markets November 2012 - November 2013
BMO Capital Markets September 2012 - October 2012
Morgan Stanley February 2010 - April 2012
UBS June 2008 - September 2008
Skills
Microsoft Office, DTC, Equilend, Sungard, Loanet, Global One, ADP, Postedge/Broadridge, ICI
Education
Baruch College 2006 — 2009
Bachelor's degree, Finance and Investment
HSBC July 2014 - Present
Tullett Prebon December 2013 - June 2014
BMO Capital Markets November 2012 - November 2013
BMO Capital Markets September 2012 - October 2012
Morgan Stanley February 2010 - April 2012
UBS June 2008 - September 2008
Skills
Microsoft Office, DTC, Equilend, Sungard, Loanet, Global One, ADP, Postedge/Broadridge, ICI
Education
Baruch College 2006 — 2009
Bachelor's degree, Finance and Investment
Raquel Kotyck's BMO Capital Markets Experience June 2012 - September 2012
Job Entrepreneur
Industry Marketing and Advertising
Experience
Mill Street Brewery July 2013 - Present
Match Marketing Group April 2013 - Present
BMO Capital Markets June 2012 - September 2012
Skills
Public Speaking, Brand Development, Communication, Sales, Office Administration, Brand Awareness
Education
Athabasca University 2013 — 2016
Bachelor Of Management, Business, Management, and Marketing
University of Ottawa / Université d'Ottawa 2011 — 2012
General Arts Baccalaureate
Mill Street Brewery July 2013 - Present
Match Marketing Group April 2013 - Present
BMO Capital Markets June 2012 - September 2012
Skills
Public Speaking, Brand Development, Communication, Sales, Office Administration, Brand Awareness
Education
Athabasca University 2013 — 2016
Bachelor Of Management, Business, Management, and Marketing
University of Ottawa / Université d'Ottawa 2011 — 2012
General Arts Baccalaureate
Hiroko Suzuki's BMO Capital Markets Experience February 2014 - Present
Job VP at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2014 - Present
Nomura Securities International Inc September 2009 - February 2014
Nomura International June 2007 - September 2009
Education
European University 2006 — 2007
Master in Business Administration, Finance, General
American University 2000 — 2004
Bachelor of Arts and Sciences, International Marketing
立命館大学 / Ritsumeikan University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
BMO Capital Markets February 2014 - Present
Nomura Securities International Inc September 2009 - February 2014
Nomura International June 2007 - September 2009
Education
European University 2006 — 2007
Master in Business Administration, Finance, General
American University 2000 — 2004
Bachelor of Arts and Sciences, International Marketing
立命館大学 / Ritsumeikan University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
Katherine Hollerer's BMO Capital Markets Experience 2009 - 2010
Job Therapist at Pilowsky Psychology Professional Corporation
Industry Mental Health Care
Experience
Pilowsky Psychology Professional Corporation April 2014 - Present
FSEAP September 2013 - July 2014
YWCA of Metropolitan Chicago 2012 - 2013
Norwegian American Hospital 2012 - 2012
BMO Financial Group 2010 - 2011
BMO Capital Markets 2009 - 2010
Skills
Psychotherapy, Individual Counselling, Group Therapy, Collaborative Problem..., Therapeutic Listening, Trauma Therapy, Mental Health Counseling, Crisis Intervention, Business Coaching, Banking, Therapists, Adolescents, Program Development, Counseling Psychology, Family Therapy
Education
Adler School of Professional Psychology 2011 — 2013
Master of Arts (M.A.), Counselling Psychology
Humber College 2005 — 2006
Postgraduate Certificate in Marketing Management, Marketing Management
University of Toronto 2001 — 2005
Bachelor of Science (B.Sc.), Psychology and Criminology
Pilowsky Psychology Professional Corporation April 2014 - Present
FSEAP September 2013 - July 2014
YWCA of Metropolitan Chicago 2012 - 2013
Norwegian American Hospital 2012 - 2012
BMO Financial Group 2010 - 2011
BMO Capital Markets 2009 - 2010
Skills
Psychotherapy, Individual Counselling, Group Therapy, Collaborative Problem..., Therapeutic Listening, Trauma Therapy, Mental Health Counseling, Crisis Intervention, Business Coaching, Banking, Therapists, Adolescents, Program Development, Counseling Psychology, Family Therapy
Education
Adler School of Professional Psychology 2011 — 2013
Master of Arts (M.A.), Counselling Psychology
Humber College 2005 — 2006
Postgraduate Certificate in Marketing Management, Marketing Management
University of Toronto 2001 — 2005
Bachelor of Science (B.Sc.), Psychology and Criminology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS