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
BMO Capital Markets November 2014 - Present
RSH Ice Map Corporation January 2012 - Present
BMO Capital Markets August 2013 - November 2014
TD April 2013 - August 2013
RBC September 2005 - April 2013
Skills
Project Planning, Highly detail oriented, Leadership, Organization &..., Problem Solving, Communication, Compliance, Sales, Mortgage Lending, Investments, Business Development, Loans, Management, Business Analysis, Relationship Management, Financial Services, CRM, Credit, Software Documentation, Coaching, Time Management, Financial Risk, Customer Service, Mutual Funds, Portfolio Management
Education
Herzing College
Ryerson University
TD November 2014 - Present
BMO Capital Markets September 2012 - October 2014
RUIT Conference 2012 May 2012 - November 2012
TD May 2011 - August 2012
McClung's Magazine September 2010 - April 2011
Graphic Communication Management 's Nuit Blanche Group April 2010 - October 2010
Staples August 2009 - December 2009
Skills
Adobe Creative Suite, Social Media, Graphic Design, Creative Direction, Photography, Document Layout, Event Marketing Strategy, Logo Design, Microsoft Office, Corporate Design, Illustrator, Adobe Acrobat, Marketing Communications, InDesign
Education
Ryerson University 2008 — 2012
Bachelor of Technology (B.Tech.), Graphic Communication Management (GCM)
Simon-Kucher & Partners 2015 - Present
Simon-Kucher & Partners 2014 - 2015
BMO Capital Markets June 2013 - August 2013
AllianceBernstein 2011 - 2012
AllianceBernstein 2011 - 2011
AllianceBernstein 2008 - 2011
Castle Constructors Company 2007 - 2008
Skills
Strategy, Management Consulting, Pricing Strategy, Sales, Monetization, Go-to-market Strategy, Revenue & Profit Growth, Mobile Applications, Financial Analysis, Leadership, Competitive Analysis, Product Marketing, Marketing Strategy, Customer Segmentation..., Internet of Things, Software
Education
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Rollins College
B.A., Economics
China Construction Bank - Toronto Branch February 2015 - Present
BMO Capital Markets April 2013 - February 2015
Industrial and Commercial Bank of China May 2011 - April 2013
Ryerson University April 2010 - April 2011
Skills
Business Analysis, Financial Analysis, Microsoft Office, Team Leadership, Research, Teamwork, Data Analysis, Banking, Analysis, Risk Management, Risk Assessment, AML, Financial Risk, Finance, Due Diligence, Time Management, Financial Modeling, Corporate Finance, Loans, Trade Finance, Valuation, Anti Money Laundering
Education
Ryerson University 2009 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Science (B.Sc.), Biotechnology
Rotman School of Management 2010 - 2012
BMO Capital Markets May 2011 - August 2011
RBC Dexia Investor Services November 2009 - September 2010
RBC Dexia Investor Services May 2008 - November 2009
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Capital Markets, Equities, Corporate Finance, Investment Banking, Risk Management, Equity Research, Business Analysis, Business Valuation, Derivatives, FX Options, Finance, Fixed Income, Options, Portfolio Management, VBA, Mergers & Acquisitions
Education
Chartered Financial Analyst Institute 2013 — 2013
Chartered Financial Analyst
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance, Investment Banking
Ryerson University 2004 — 2008
B.Comm, Finance
BMO Capital Markets 2004 - Present
Communication Depot 2002 - 2004
Singapore Technologies Pte Ltd 1998 - 2001
Skills
SDLC, Microsoft SQL Server, ASP.NET, SQL, Oracle, SSIS, Software Development, Agile Methodologies, Integration, Business Requirements, Web Services, SSRS, WCF, Business Analysis, SQL Server, C#, XML, VB.NET, JavaScript, .NET, T-SQL, Teamwork, Agile, AJAX, PL/SQL, HTML, Application Development, ADO.NET, Visual Studio, Crystal Reports, Databases, LINQ, IIS, Database Design, SFTP, ETL, Silverlight, Prime Brokerage, Object Oriented Design, Business Intelligence, Red Hat Linux, PHP, Vendor Management
Education
Shanghai Jiao Tong University
BMO Harris Bank 2010 - Present
BMO Capital Markets 1998 - 2010
BMO Capital Markets 1992 - 1998
BMO Capital Markets 1986 - 1992
Imperial Oil Canada 1980 - 1984
Skills
Mergers, Due Diligence, Executive Management, Strategic Planning, Finance, Mergers, Strategy, Mergers & Acquisitions, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Banking
Education
Queen's University 1984 — 1986
Master of Business Administration (MBA), Finance and Marketing
University of Toronto 1975 — 1980
B. A. Sc., Chemical Engineering
Honor September 2015 - Present
AltSchool August 2015 - Present
AltSchool January 2015 - August 2015
AltSchool September 2014 - January 2015
Forge Health February 2014 - September 2014
SunTrust Robinson Humphrey January 2013 - June 2014
BMO Capital Markets July 2011 - October 2012
Brookwood Hill Group, Inc. June 2010 - September 2010
Regency Senior Living (Mountain View Retirement, LLC) May 2010 - August 2010
WoodLake Entertainment September 2007 - May 2010
Skills
Mergers, LBO, Corporate Development, Accounting, Valuation, Financial Analysis, Business Strategy, Venture Capital, Mergers & Acquisitions, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Due Diligence, Bloomberg, Business Development
Education
Southern Adventist University 2005 — 2010
B.S., Business Administration
Southern Adventist University 2005 — 2010
B.S., Music (Cello)
BMO Capital Markets January 2010 - Present
Self Employed Trader 2008 - Present
Self-employed investor 2013 - Present
Tullett Prebon June 2000 - June 2008
Skills
Business Analysis, Fixed Income, Risk Management, Portfolio Management, Derivatives, FX Options, International Real..., Options, Trading, Equities, Financial Markets
Education
University of Toronto - Rotman School of Management 2005 — 2008
Master of Business Administration (MBA), Risk Management, Financial Engineering, Investment Banking
Ryerson University 2002 — 2004
Bachelor of Science (BS), Computer Science
University of Waterloo 1998 — 2001
Computer Science, Electrical Engineering, Theoretical Physics
Online Trading Academy
Forex, Futures, Options
Protiviti August 2012 - Present
Kappa Alpha Order - Alpha Pi Chapter December 2010 - December 2011
BMO Capital Markets June 2011 - August 2011
Cooliris October 2010 - June 2011
Skills
Data Analysis, Public Speaking, Social Media, Management Consulting, Market Research, Analytics, IT Operations Management, IT & Business Strategy..., IT Governance, Social Media Marketing, SAP ERP, Control Systems Design, Start-ups
Education
Stanford University 2008 — 2012
Bachelor of Science (BS), Management Science and Engineering
Viewpoint School 2008 — 2012
Schneider Electric August 2015 - Present
Chevron March 2015 - July 2015
ACM Facility Safety April 2014 - December 2014
ACM Facility Safety April 2013 - March 2014
International Tour – Warner Carnival June 2012 - March 2013
BMO Capital Markets May 2010 - September 2010
Pacific Alliance Group May 2009 - September 2009
Skills
Accounting, Finance, Accounts Payable, Oil/Gas, Accounts Receivable, Microsoft Excel, Account Reconciliation, Customer Service, Natural Gas, Risk Assessment, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Invoicing, Energy, Petroleum, Teamwork, Financial Reporting, Public Relations, Process Simulation, Financial Accounting, Accruals, Employee Training, Private Equity, Portfolio Management, Project Management, Project Planning
Education
Saint Mary's University 2007 — 2012
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Leo Hayes High School 2004 — 2004
Diploma, High School/Secondary Diplomas and Certificates
ENMAX June 2014 - Present
BMO Capital Markets September 2013 - June 2014
BMO Capital Markets May 2013 - September 2013
BMO Capital Markets June 2012 - May 2013
Astral Media Inc. September 2011 - June 2012
Calgary Herald October 2009 - September 2011
Calgary Herald November 2007 - October 2009
Calgary Herald September 2005 - November 2007
Skills
Digital Marketing, Event Planning, Local Advertising, Radio Advertising, Digital Media, Facebook, Online Advertising, Social Media Marketing, Advertising, Marketing Communications, Social Media, Coordinating Events, Banner Ads, Microsoft Publisher, Microsoft Office, Administrative..., Travel Arrangements, Expense Allocation, Expense Reports, Calendar Planning, Database Administration, Email Newsletter Design, Makeup Artistry, Advertising Sales, Digital Strategy, Leadership, Management, Marketing Strategy, Media Relations, Media Planning, Sales
Education
Southern Alberta Institute of Technology / SAIT 2005 — 2006
Marketing Management
MC College 2010 — 2010
Make-Up Artist, Make-Up Artist/Specialist
John G. Diefenbaker High School 2002 — 2005
Diploma, General Studies
BDT Capital Partners February 2009 - Present
BMO Capital Markets August 2006 - February 2009
Goldman Sachs June 1994 - July 2006
Skills
Office Administration, Recruiting, Compensation & Benefits, Vendor Contracts, Vendor Relationship..., Administrative..., Operations Management, Employee Relations, Employee Training, Time Management, Expense Management, Policies & Procedures..., Event Planning, Event Management, Employee Handbooks, Portfolio Management, Business Analysis, Derivatives, Trading, Hedge Funds, Investment Banking, Customer Service, Process Improvement
Education
Robert Morris University - Illinois
CIBC September 2013 - January 2014
Bank of the West January 2013 - April 2013
Bank of Montreal March 2012 - November 2012
BMO Capital Markets February 2010 - January 2012
TD Securities May 2007 - January 2009
BMO Harris Private Banking February 2007 - May 2007
BMO Harris Private Banking October 2006 - February 2007
Skills
Business Analysis, Foreign Exchange, User Acceptance Testing, Capital Markets, SQL, Requirements Gathering, Money Market, Commercial Banking, Quality Assurance, Problem Solving, SDLC, Regression Testing, Portfolio Management, Systems Analysis, Requirements Analysis, Banking, Financial Risk, Business Process, Market Risk, FX Options, Trading, Back Office, Derivatives, Testing, Options, Swaps, Financial Modeling, Investment Banking, Software Documentation, Business Requirements, Quality Center
Education
Ryerson University 2003 — 2006
Bachelor of Commerce, Information Technology Management
CFA Institute
Passed Level 1
Sheridan College
Diploma, Systems Analyst program (Systems option)
American Energy Partners, LP February 2014 - Present
Kosmos Energy December 2012 - January 2014
Kosmos Energy August 2011 - December 2012
BMO Capital Markets 2009 - August 2011
JP Morgan 2008 - 2009
J.P. Morgan June 2007 - August 2007
Skills
Valuation, Financial Modeling, DCF Valuation, Financial Statement..., Microsoft Excel, PowerPoint, Valuation Modeling, M&A analysis, Debt & Equity Financing, Hedging, Investment Valuation, Investment Banking, Private Equity, Refinancings, LBO, IPO, Acquisitions &..., Corporate Finance, Energy, Oil & Gas Industry, Capital IQ, DCF, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Analysis, Finance
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance
Chicago Mercantile Exchange 2014 - Present
BMO Capital Markets 2009 - 2012
ABN AMRO Capital Markets 2002 - 2006
UBS Global Asset Management 1993 - 2002
ABN AMRO Capital Markets 1988 - 1992
Chicago Mercantile Exchange 1981 - 1988
Skills
java, Unix, C++, python, c#, Derivatives, Fixed Income, Electronic Trading, Equities, Capital Markets, Bloomberg, Interest Rate..., Trading Systems
Education
University of Illinois at Chicago
BS,MS, Electrical Engineering Computer Science
Reed College
BA, Math-Physics
The University of Chicago
MBA, Finance
St. Lawrence University January 2013 - Present
IIS Financial Services June 2015 - August 2015
BMO Capital Markets April 2015 - May 2015
Morgan Stanley June 2014 - August 2014
St. Lawrence University September 2013 - May 2014
Foresight Science & Technology July 2013 - August 2013
NG&G Facility Services Int'l September 2010 - August 2012
Skills
Microsoft Office, Call Centers, Internships, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Outlook, Data Analysis, Salesforce.com, Teamwork, Customer Service, Time Management, Team Leadership, Access, Retail, Telephone Skills, Analysis, Team Building, Management, Data Entry, Training, Budgets
Education
St. Lawrence University 2012 — 2016
Bachelor’s Degree, Economics, 3.07/4.00
BMO Capital Markets October 2013 - Present
Millennium1 Solutions September 2013 - September 2013
Millennium1 Solutions April 2013 - August 2013
RBC 2004 - 2006
RBC 2001 - 2004
RBC 1999 - 2001
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Strategic Planning, Retail Banking, Microsoft Word, PowerPoint, Management, Credit Risk, Commercial Banking, Analysis, Credit Analysis, AML, Fraud, KYC, Anti Money Laundering
Education
Sheridan College 1997 — 1999
Diploma, Business Administration – Executive.
BMO Capital Markets June 2013 - March 2014
Citi November 2011 - April 2013
Barclays Capital February 2007 - July 2011
CNBC TELEVISION September 2004 - May 2005
Skills
Word, Excel, Outlook,..., Banking, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science (BS), Environmental Business Economics
Information Technology at St Lawrence University August 2013 - Present
Camp Shiloh May 2014 - August 2015
St. Lawrence University Residence Life August 2014 - May 2015
BMO Capital Markets April 2014 - May 2014
St. Lawrence University Career Services August 2013 - December 2013
Canaras Conference Center May 2013 - August 2013
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Research, Microsoft Excel, Event Planning, Teaching, Editing, Nonprofits, Economics, Bloomberg, Financial Modeling, Financial Analysis, Investments, Equities, Valuation
Education
St. Lawrence University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Business in the Liberal Arts
DeWitt Clinton HS 2008 — 2012
BMO Capital Markets April 2015 - Present
Dundee Capital Markets June 2012 - April 2015
Pareto January 2012 - May 2012
Skills
Event Management, Event Planning, Corporate Events, Customer Service, Hospitality, Trade Shows, Social Media, Hotels, Budget, Budgets, Time Management, Strategy, Trading, Capital Markets, Investment Banking
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management
St. Theresa of Liseux
St. Theresa of Liseux
CIBC January 2014 - Present
TNS Canada September 2013 - December 2013
BMO Capital Markets September 2011 - September 2013
UBS Securities Canada Inc. June 2010 - March 2011
Morgan Stanley January 2007 - January 2010
Ministry of Health and Long-Term Care (Continuing Care e-Health Office) May 2006 - August 2006
Canadian Diabetes Association August 2005 - November 2005
The Law Society of Upper Canada September 2004 - June 2005
Skills
PowerPoint, Editing, Microsoft Word, Microsoft Excel, Adobe Acrobat, Outlook, Lotus Notes, Access, Photoshop, MS Project, Illustrator, Software, Interpersonal..., Dedicated Professional, Time Management, Newsletters, Research, Management, Customer Service, Social Media, Microsoft Office
Education
Ryerson University 2010 — 2011
Public Relations
Toronto School of Business 1997 — 1998
Computer Support Specialist
Leslie Slater Chartered Accountant February 2013 - Present
CST Consultants Inc. December 2012 - January 2013
Qianrong Capital Management Group Company October 2011 - November 2012
BMO Capital Markets April 2011 - October 2011
CIBC June 2008 - March 2011
Manulife Financial February 2008 - June 2008
KPMG Canada September 2005 - February 2008
The Sacks Partnership, A Public Licensed CA Firm January 2005 - April 2005
Peter Herman C.A. Professional Corp. January 2004 - April 2004
KPMG China 2003 - 2003
Skills
U.S. GAAP and IFRS, Treasury and Middle..., Risk Management, Auditing, Financial Reporting, Hedge Accounting, Derivatives, Project Management, Microsoft Office, Calypso, Accounting Policy, Product Control, P/L Analysis, System Testing, Transport Systems, GAAP, IFRS, P&L Analysis, Valuation, Capital Markets, Corporate Finance, Financial Risk, Financial Modeling, Policy, Accounting, Financial Analysis
Education
University of Toronto - Rotman School of Management 2003 — 2005
MMPA - Master of Management and Professional Accounting, Accounting and Finance
Shanghai University of Finance and Economics 1999 — 2003
Bachelor, Investment Economics
Suzhou Middle School 1996 — 1999
High School Diploma
BMO Capital Markets March 2010 - Present
CIBC World Markets June 2005 - March 2010
Oracle Corporation September 2004 - June 2005
Celestica November 2003 - September 2004
Celestica December 1999 - November 2003
Celestica June 1996 - December 1999
Celestica May 1994 - August 1995
Skills
Data Warehousing, Data Modeling, Database Design, ETL, PL/SQL, Oracle, SDLC, Project Planning, Reporting & Analysis, Performance Tuning, Databases, Requirements Analysis, Requirements Gathering, Data Warehouse..., Business Analysis, Business Requirements, Testing
Education
Queen's University 1991 — 1996
Bachelor of Science, Electrical Engineering
BMO Capital Markets January 2007 - Present
Royal Canadian Navy July 1983 - August 2007
Bank of Montreal September 2005 - January 2007
Canadian Forces February 2004 - October 2004
Royal Canadian Yacht Club 2002 - 2004
CGI (Bell Mobility) 1999 - 2002
Comdisco 1996 - 1999
Consumers Distributing Ltd March 1996 - October 1996
Skills
Risk Management, Disaster Recovery, Business Continuity, Business Continuity..., Incident Management, Leadership, Change Management, Information Security..., Risk Assessment, Contingency Planning, IT Management, Crisis Management, Team Leadership, Enterprise Risk..., Risk Analysis, Vendor Management, Information Security, Program Management, Software Documentation, Regulatory Requirements, Business Analysis, ITIL, Process Improvement, Project Management, Security, Troubleshooting, IT Strategy, Governance
Education
Seneca College of Applied Arts and Technology 1984 — 1986
Computer Computer Programming and Analysis
University of Toronto
Fullscreen, Inc March 2015 - Present
Westlake Financial Services January 2015 - March 2015
Westlake Financial Services September 2013 - December 2014
BMO Capital Markets July 2011 - July 2013
Skills
Financial Statement..., Credit Analysis, Microsoft Excel, Fixed Income Analysis, Microsoft Office, Intex, Financial Modeling, Moody's KMV, Asset-backed..., VBA, Municipal Bonds, Bloomberg, SQL, Access, Forecasting, Budgeting, Variance Analysis, Financial Reporting, PowerPoint, Finance
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MSF, Finance - Risk Management
University of Oklahoma - Price College of Business 2005 — 2009
B.B.A, Finance
Coppell High School
BMO Capital Markets February 2014 - Present
CIBC World Markets March 2007 - February 2014
Skills
Derivatives, Hedge Funds, Capital Markets, Asset Management, Equities, Financial Services, Investment Banking, Commodity, Financial Modeling, Fixed Income, Banking, Structured Products, Finance, Middle Office, Management, Valuation, Bloomberg, Risk Management, Mutual Funds, Trading
Education
University of Exeter
Master's degree, Finance and Investment
Shanghai Jiao Tong University
Bachelor's degree, Mechanical Engineering
BMO Capital Markets June 2015 - August 2015
University of Illinois at Chicago May 2014 - July 2014
The Field Museum May 2013 - July 2014
Fred’s Camp June 2009 - August 2010
Skills
Matlab, Solidworks, Arduino, Microsoft Office, Leadership, Marketing, Project Planning, Data Analysis
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering (BSE), Mechanical Engineering, Minors in Engineering Entrepreneurship and Mathematics
Walter Payton College Prep 2008 — 2012
Rose-Hulman Institute of Technology
BMO Capital Markets October 2009 - Present
Bank of Montreal September 2008 - October 2009
Bank of Montreal July 2007 - September 2008
Bank of Montreal July 2006 - July 2007
Skills
Retail Banking, Commercial Banking, Capital Markets, Financial Risk, Financial Structuring, Risk Management, Corporate Finance, Financial Modeling, Mortgage Lending, Portfolio Management, Fixed Income, Credit Risk, Financial Analysis, Commercial Lending, Credit Analysis, Identity Theft, Credit, Valuation, Investment Banking, Investments, Arson, Asset Management, Fraud, Derivatives, Equities
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2011
Master of Science in Finance, Corporate Finance
Quinlan School of Business, Loyola University Chicago 2010 — 2010
Graduate Certificate, Business Ethics
St. Viator High School 1996 — 2000
University of Iowa
TD Bank March 2015 - Present
TD Bank Securities March 2014 - March 2015
TDCT January 2012 - March 2014
TD Bank, CSTS, Risk Solutions April 2010 - January 2012
BMO Capital Markets February 2007 - April 2010
Skills
Basel II, Risk, Financial Analysis, Operational Risk, Operational Risk..., Risk Management, Business Analysis, Financial Risk, Banking, VBA, Market Risk, Credit Risk, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Bloomberg, Retail Banking, Credit Analysis, FX Options, Credit, Equities, AML, Financial Modeling, Investment Banking, Quantitative Finance, Interest Rate..., Financial Markets
Education
Ryerson University 2005 — 2006
Master's degree, International Economics and Finance
Ryerson University 2001 — 2005
Bachelor of Commerce, with Honours, Major in Finance
Victoria College
Financial Risk Management
BMO Financial Group September 2014 - Present
Federal Reserve Bank of Chicago July 2011 - September 2014
Lincoln Financial Group January 2008 - July 2011
BMO Capital Markets July 2001 - January 2008
Skills
Portfolio Management, Investments, Forecasting, Analysis, Liquidity Management
Education
Saint Xavier University 2004 — 2006
MBA, Financial Analysis & Investments
St. Ambrose University 1997 — 2001
BA, Finance
BMO Capital Markets November 2012 - Present
LCBO March 2005 - July 2014
BMO Capital Markets May 2010 - October 2012
CIBC May 2007 - August 2007
Skills
Business Analysis
Education
Ryerson University 2006 — 2009
Commerce, Information Technology Management
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Business Computer Systems
Self employed September 2008 - Present
BMO Capital Markets July 2003 - September 2008
Gerard Klauer Mattison, Inc October 2000 - July 2003
JPMorgan Chase October 1998 - October 2000
Morgan Stanley January 1998 - October 1998
CHASE MANHATTAN BANK August 1995 - January 1998
Skills
Equity Valuation, Equities, Financial Modeling, Equity Research, Stocks, Financial Analysis, Securities, Investments, Valuation, Bloomberg, Stock Picking, Industry Analysis, Forecasting, Capital Markets, Corporate Finance, Asset Management, Customer Relations, Banking, Business Strategy, Mergers, Financial Reporting, Business Valuation, Strategic Planning, Factset, DCF, Competitive Analysis, Trading, Investment Banking, Mergers
Education
St. John Fisher College 1991 — 1993
BS, Finance
Evanston Handyman August 2015 - Present
Byline Bank June 2014 - August 2015
Deerfield Bank and Trust February 2014 - June 2014
PNC July 2012 - February 2014
BMO Capital Markets February 2012 - July 2012
Broadway Bank August 2008 - July 2010
Bank of America September 2001 - August 2008
LaSalle Bank 2001 - 2006
Rand McNally 1999 - 1999
Skills
Customer Service, Organization, Banking, Coaching, Call Center, Loans, Call Centers, Credit Analysis, Interviews, Finance, Management, Policy, Sales, Retail Banking, Training, Mortgage Lending, Leadership, Consumer Lending, Recruiting, Analysis, Credit, Troubleshooting, Team Leadership
Education
Roosevelt University 2005 — 2008
MATD, Training and Development
University of Wisconsin-La Crosse 1992 — 1997
Bachelor of Science (BS), Geography
Baker Demonstration
Evanston Township High School
JRC Hebrew School
BMO Capital Markets September 2014 - Present
BMO Financial Group June 2011 - September 2014
Bank of Montreal December 2010 - June 2011
Rogers Communications Inc January 2007 - March 2009
Human Capital Management September 2005 - January 2007
Rogers Communications Inc. May 2000 - September 2005
SVP, Human Resources May 2000 - September 2005
con't February 1999 - May 2000
Call Centre September 1997 - February 1999
Skills
Vendor Management, SDLC, Change Management, PMP, Performance Management, Management, PMO, Recruiting, Business Analysis, Business Process Mapping, Project Management, Strategy
Education
Ryerson University 2006 — 2007
Project Management Certificate
Westervelt Business College 1992 — 1995
Honours CBA, Computer Business Applications
Humber College 1984 — 1986
Rehab Worker
PNC Capital Markets August 2015 - Present
BMO Capital Markets October 2010 - Present
Ziegler February 2009 - September 2010
Goldman Sachs July 2003 - November 2008
Purchase Pooling Solutions 2000 - 2003
Lehman Brothers 1986 - 2000
Skills
Capital Markets, Investment Banking, Business Strategy, Finance, Valuation, Financial Modeling, Private Equity, Fixed Income, Bonds, Mergers & Acquisitions, Strategic Planning, Nonprofits, Corporate Finance, Financial Structuring, Investments, Structured Finance
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance
Memorial High School
BMO Capital Markets September 2009 - April 2012
River North Business Association October 2008 - August 2009
Flexpoint Partners, LLC March 2006 - August 2008
Education
Bel-Rea Institute of Animal Technology 2003 — 2005
Applied Science, Veterinarian Technician
Robert Morris University - Illinois 1989 — 1990
Administrative Certificate, Administrative
Zurich Insurance Company Ltd. December 2014 - Present
Toastmasters International January 2010 - Present
York University August 2013 - November 2013
BMO Capital Markets July 2012 - June 2013
Ontario Pension Board June 2011 - August 2011
Morneau Shepell April 2005 - June 2010
Skills
Customer Service, Human Resources, Training, Outlook, Performance Management, Process Improvement, Project Management, Analysis, Strategic Planning, Team Building, Teamwork, Budgets, Leadership Development, Negotiation, Interviews, Change Management, Team Leadership, Public Relations, Microsoft Office, Social Networking, Account Management, Marketing, Social Media, Management, Program Management, Employee Training, Policy, Leadership, Time Management, Administration, Public Speaking, Microsoft Excel
Education
Seneca College of Applied Arts and Technology 2012 — 2016
CHRP Designation, Human Resources Management, 3.5
Seneca College of Applied Arts and Technology 2010 — 2015
CTDP Designation, Adult Education: Training and Development, 4.0
York University - Glendon College
BA Specialized Honours, Sociology, 4.0
WPS Community Bank February 2014 - Present
Northwestern Mutual Life Insurance January 2013 - February 2014
US Banccorp August 2006 - December 2012
BMO Capital Markets June 2000 - August 2006
First Star Bank September 1999 - August 2000
Skills
Compliance, Accounting, Financial Analysis, Financial Reporting, Cost Accounting, Cash Flow, General Ledger, Account Reconciliation, Financial Audits, Budgets
Education
Central Queensland University, Australia 1994 — 1998
Bachelor's degree, Accounting
Shanghai University of Finance and Economics 1983 — 1986
Associate's degree, Finance, General
BNP Paribas Investment Partners September 2013 - Present
TD Bank Group March 2009 - August 2013
BMO Capital Markets October 2006 - February 2009
A.M. Best Company April 1999 - September 2006
Skills
Credit, Financial Modeling, Valuation, Debt, Industry Analysis, Financial Analysis, Credit Analysis, Loans, Leveraged Finance, Financial Risk, Financial Structuring, Finance, Syndications
Education
Seton Hall University
Bachelor of Science, Accounting
BMO Capital Markets December 2014 - Present
Moody's Investors Service August 2013 - December 2014
Rutgers University September 2009 - May 2013
Skills
Financial Analysis, Financial Modeling, Finance, Microsoft Excel, Management, Portfolio Management, Access, Bloomberg Terminal, Strategy, Sales Management, Equity Research, Forecasting, Modern Portfolio Theory, Forecast Modeling, DCF Valuation, Asset Management, People Management, Comparable Analysis, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
B.S, Finance
BMO Capital Markets December 2013 - Present
TD August 2012 - November 2013
Ministry of Training, Colleges and University May 2011 - September 2011
TAB May 2009 - August 2009
Skills
Financial Analysis, Databases, Financial Statement..., Financial Accounting, Business Analysis, SQL, Data Entry, Windows, Microsoft Office, Java, Simply Accounting, Office Administration, Bank Reconciliation, Erwin, Tax Law, EDI, Tax Accounting, Cost Benefit, KYC, Requirements Analysis, Data Analysis, AML, Business Process..., Microsoft Excel, Banking, Customer Service
Education
Certified General Accountant of Ontario(CGA) - Level 2
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Information Technology
BMO Capital Markets June 2015 - Present
BMO Capital Markets August 2014 - June 2015
BMO Capital Markets May 2012 - July 2014
BMO Capital Markets February 2011 - April 2012
A-WIN Insurance September 2010 - February 2011
The Co-operators November 2008 - August 2010
Bell West May 2005 - June 2009
Skills
Administrative..., Travel Arrangements, Executive Support, Microsoft Office, Emergency Planning, Expense Management, Facilities Management, Coordinating Events, Receptionist Duties, Executive Calendar..., Spreadsheets, Business Analysis, Time Management, Administrative..., Customer Service, Management, Training, Microsoft Word
Education
Southern Alberta Institute of Technology / SAIT 2007 — 2008
Administrative Information Management, Office Administration
CMU College of Make-up Artistry & Design (Formerly Complections International) 2004 — 2005
Master Study Program - Toronto, ON, Diploma: Make-up Artistry Certificate: Animatronics
BMO Capital Markets December 2014 - Present
FDM Group July 2014 - Present
FDM Group March 2014 - July 2014
QA Consultants September 2013 - October 2013
Skills
Programming, Java, VHDL, Assembly Language, SQL, C, Altera Quartus, Microcontrollers, HTML, Xilinx, Multisim, Computer Architecture, C++, Unix, Electrical Engineering, Eclipse, PHP, CSS, Spring MVC, NetBeans, Cadence Virtuoso, Spring Framework, Netezza, Agile Methodologies, SOLID Principles, OOP
Education
Ryerson University 2009 — 2013
Bachelor of Engineering (B.Eng.), Computer Engineering
Community Living Toronto June 2015 - August 2015
Bell Canada - National Hosting Service November 2014 - March 2015
Community Care Access Center May 2014 - November 2014
Fujitsu Technology Solutions March 2014 - May 2014
BMO Capital Markets October 2013 - February 2014
Canadian Clouds Corp. January 2012 - June 2013
Bayshore Home Health April 2011 - June 2011
Sunlife Financial October 2009 - March 2011
Infomaxium December 2007 - September 2009
Livingston International February 2006 - August 2007
Skills
Polycom Unified..., Lotus Connections 2.5, 3, Xen Server, Xen App,..., Lotus Sametime 8.5.1, Microsoft Exchange..., Websphere 6.1, 7, SharePoint 2007, 2010, Microsoft Project..., Microsoft Excel, Microsoft Visio, Project Execution, Project Implementation, Lotus Domino, SQL Server..., Avaya, Siteminder, CommVault, Arcserve, Backup Exec, System Center..., System Center Virtual..., System Center Data..., Lync 2010, Systems Center Virtual..., Visio, Project Management, Lync Server 2010, Virtualization, VMware, SharePoint, Active Directory, Windows Server, Servers, Integration, Cloud Computing, Enterprise Software, CRM, Networking
Education
Seneca College of Applied Arts and Technology 1987 — 1991
Computer Programming, Information Technology
BMO Capital Markets July 2014 - Present
Skills
Organization, Research, Stata, SPSS, Writing, Teaching, Communication, Event Planning, Youth Mentoring, Songwriting, Marketing, Data Analysis
Education
Rice University 2010 — 2014
Bachelor of Arts (BA), Economics & Psychology
Garfield High School 2006 — 2010
High School Diploma
BMO Capital Markets April 2014 - Present
YUDU Media April 2013 - April 2014
Brown Betty Dessert Boutique 2012 - 2012
Central Amusement International LLC 2011 - 2011
Cosmos Communications 2010 - 2011
National Basketball Association 2009 - 2010
ARAMARK 2004 - 2010
Likeable June 2008 - August 2008
Skills
Social Media, Email Marketing, Retail, Online Marketing, Customer Service, Publishing, PowerPoint, Event Planning, Marketing, Facebook, Public Relations, Digital Media, Blogging, Sports Marketing, Salesforce.com, Microsoft Office, Visual Merchandising, Adobe Creative Suite, Social Networking, Advertising, Marketing Communications, Research, Online Publishing, Microsoft Excel, Online Advertising, Digital Marketing, Sales, Promotions, Mobile Devices, Time Management, Customer Relations, Excel, Oracle, NetSuite
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Marketing, Marketing
Central High School of Philadelphia 2001 — 2005
BMO Capital Markets December 2013 - Present
Lynx Capital Partners, LLC March 2009 - December 2009
Citigroup July 2006 - December 2008
Johnson & Johnson January 2004 - July 2004
Skills
Trading, Options, Bloomberg, Corporate Finance, Commodities, FX, Equities, Product Control, Securities, Economics, Finance, Equity Derivatives, Banking, Valuation, Fixed Income, Derivatives, Commodity
Education
SDA Bocconi 2010 — 2011
MBA, Finance
Villanova University 2002 — 2006
Bachelors of Science; Bachelors of Accountancy, Finance, Accountancy
Polaris Consulting & Services Ltd August 2015 - Present
BMO Capital Markets August 2015 - Present
RBC, Canada April 2014 - August 2015
RBC, Canada August 2011 - April 2014
RBC, Canada September 2010 - July 2011
Symcor Inc, Canada July 2009 - August 2010
Gullivers Travel Associates, London, U.K. September 2008 - June 2009
British Telecom, Ipswich, U.K. February 2008 - August 2008
Symcor Inc, Canada July 2006 - January 2008
Telenet, Belgium - January 2006 - June 2006
Education
University of Toronto - Rotman School of Management 2010 — 2010
MBA Essentials for Managers
Symbiosis institute of Management Studies 2005 — 2007
Corporate - Post Graduate Diploma in Business Administration, Management, A+
College of Engineering 1999 — 2003
Engineering, Electronics and Telecomm
University of Toronto - SCS
Certificate Course, Business Analysis
Laxman Public School, Hauz Khas Enclave, New Delhi
CBSE - Secondary / Sr Secondary School, Science and Mathematics
Hill Grove Public School, SE, New Delhi
Stanford University 2014 — 2015
Advanced Project Management, Project Management - Strategy, Decision Making, Innovation and Execution
BMO Capital Markets February 2015 - Present
BMO Capital Markets February 2009 - February 2015
Orc Software February 2008 - February 2009
Voloper Creations Inc., August 2006 - March 2008
Skills
ITIL, Trading Systems, Electronic Trading, Unix, Active Directory, Cisco Technologies, Change Management, Shell Scripting, Capital Markets, Release Management, Database Administration, Microsoft Technologies, Financial Services, Linux System..., Information Security, Low Latency, Microsoft SQL Server, Market Data, Client Services, Databases, Testing, Linux server..., Unix Administration, Security Information, Cisco devices, Perl
Education
Red Hat 2010 — 2010
Linux Os
IBM 2008 — 2008
IBM Education Advantage Program - Certification, Informix Dynamic Server Database Administration
Seneca College of Applied Arts and Technology 2003 — 2005
Technology Systems, IT Security
BMO Capital Markets March 2015 - Present
TD Securities August 2013 - March 2015
Rotman School of Management September 2011 - April 2013
TD Securities May 2012 - August 2012
RBC 2009 - 2011
Deloitte June 2008 - August 2008
Baker & McKenzie 2008 - 2008
Skills
Banking, Financial Modeling, Credit Analysis, Valuation, Investments, Investment Banking, Business Strategy, Mergers & Acquisitions, Market Research, Finance, Equities, Portfolio Management
Education
University of Toronto - Rotman School of Management 2011 — 2013
Master of Business Administration (MBA)
The Marquee Group 2011 — 2012
Canadian Securities Institute 2008 — 2009
St. Francis Xavier University 2005 — 2009
BBA with Accounting Major
Upper Canada College 2001 — 2005
International Baccalaureate Program
TMX Group July 2015 - Present
BMO Capital Markets January 2015 - July 2015
BMO Capital Markets August 2011 - December 2014
BMO Capital Markets August 2011 - December 2013
Citigroup June 2008 - August 2011
Times Media Group April 2003 - March 2008
Johnnic Communications November 2001 - March 2003
Skills
VMware, Disaster Recovery, Solaris, Windows Server, Virtualization, Unix, Microsoft SQL Server, Linux, Grid Computing, Active Directory, Microsoft Exchange, Databases, Hyper-V, Operating Systems, Powershell, SAN, ITIL, MySQL, Group Policy, RHEL, Scripting, Perl, Citrix, Cloud Computing, Hadoop, High Performance..., Brocade, Gemfire, DataSynapse GridServer, 3PAR, RabbitMQ, Autosys, WebSphere MQ, Distributed Systems, Java, Platform symphony, Microsoft HPC 2008, Automation, ISA Server, SQL Server, C#, Compellent, Tibco EMS, Spotfire, SSRS, Infiniband, Data Grid, Enterprise Storage, Servers, Infrastructure
Education
Ryerson University
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Commerce (BCom), Informatics
Queens High School
Seneca College of Applied Arts and Technology
RBC Capital Markets April 2014 - September 2015
TD Canada Trust October 2013 - April 2014
TD Securities March 2012 - November 2013
TD Securities April 2010 - March 2012
Scotia Capital October 2009 - April 2010
Deutsche Bank January 2007 - September 2009
BMO Capital Markets 2006 - 2006
Keane 2006 - 2006
Sun Life Financial 1999 - 2006
Sun Life Financial 1999 - 2006
Skills
Project Portfolio..., Data Center, IT Operations, Systems Analysis, Data Modeling, Incident Management, Servers, Windows Server, Risk Management, Security, Change Management, Infrastructure, Project Delivery, Process Improvement, Team Leadership, Unix, ITIL, Disaster Recovery, Solaris, Oracle, Business Process..., Sybase, Integration, SDLC, AIX, Motivation, Governance, Oracle RAC, Cluster, Databases, Team Building, Red Hat Linux, Program Management, Vendor Management, IT Management, Enterprise Architecture, Software Documentation, Visio, Data Warehousing, Service Delivery, System Administration, SAN, ITIL Process
Education
Ryerson University 2009 — 2010
PM cerificate, Project Management
University of South Africa/Universiteit van Suid-Afrika 1992 — 1996
Diploma, Datametrics - Computer Science
Technical University Gabrovo 1982 — 1987
MSc Mechanical Engineering, Mechatronics
BMO Capital Markets March 2014 - Present
OfficeTeam 2012 - 2013
Gustatec Corporation June 2011 - August 2012
Bluestone Law International June 2010 - August 2010
Rutgers University Telefund October 2008 - December 2008
Skills
Event Planning, Data Entry, Microsoft Word, Outlook, Microsoft Office, Administrative..., PowerPoint, Time Management
Education
Rutgers University-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), History
BMO Capital Markets July 2015 - Present
BMO Harris Bank November 2013 - June 2015
Covance December 2011 - November 2013
JPMorgan Chase June 2006 - November 2011
Skills
Financial Modeling, Credit Risk Management, Financial Analysis, Valuation, Investments, Finance, Corporate Finance, Due Diligence, Risk Management, Credit
Education
Singapore Management University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Singapore Management University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Trinity Resources Unlimited March 2009 - Present
The Exeter Group 2009 - 2012
BMO Capital Markets 2006 - 2008
Bankone 2003 - 2005
Skills
Recruiting, Employee Relations, Talent Acquisition, Sourcing, HRIS, PeopleSoft, Applicant Tracking..., Onboarding, Vendor Management, Employee Benefits, Talent Management, Performance Management
Education
Roosevelt University 1999 — 2004
Bachelor's degree, Human Resources Management and Services
Grenada High School
KLR Group December 2013 - January 2015
Euro Pacific Capital January 2013 - November 2013
BMO Capital Markets 1996 - 2012
Skills
Wealth Management, Equities, Precious Metals, Quantitative Analytics, Retirement Planning, Banking, Loans, Asset Allocation, Equity Trading, Options Strategies, Project Finance, Financial Services, Management, Business Valuation, VBA, Restructuring, Commodity Markets, Capital, Financial Statement..., Financial Advisory, Stock Market, Divestitures, Joint Ventures, Metals, Entrepreneurship, Mining, Structured Finance, Fund Of Funds, M&A experience, Treasury Management, Mergers, Hedge Funds, Bloomberg, Investment Banking, Private Equity, Capital Markets, Trading, Investments, Due Diligence, Financial Modeling, Valuation, Asset Management, Financial Markets, Finance, Portfolio Management, Commodity, Equity Research
Education
St. Bonaventure University 1989 — 1993
Bachelor of Business Administration (BBA), Finance
BMO Capital Markets July 2013 - Present
Wisga November 2010 - Present
Choice Tutoring March 2013 - June 2013
J.P. Morgan June 2012 - August 2012
Chevron May 2011 - August 2011
Skills
High Performance..., Microsoft Office, Matlab, Microsoft Excel, PowerPoint, Java, Microsoft Word, Research, Data Analysis, C++, C, Project Management, HTML, Public Speaking
Education
Rice University 2009 — 2013
Bachelor of Science (BS) and Bachelor of Arts (BA), Electrical Engineering and Economics
BMO Capital Markets February 2012 - Present
Northern Trust September 2008 - February 2012
Northern Trust 2008 - 2011
Education
St. Ambrose University 2004 — 2008
Bachelor's degree, Buisness Management
BMO Capital Markets February 2011 - July 2014
LeadDog Marketing Group February 2008 - January 2011
Financial Times May 2007 - March 2008
Meredith Corporation February 2006 - March 2007
Meredith Corporation March 2001 - February 2006
Education
School of Visual Arts 1997 — 2000
BFA, Design
BMO Capital Markets September 2014 - Present
OLG May 2008 - August 2014
City of Brampton January 2007 - April 2007
Skills
Internal Controls, Auditing, Account Reconciliation, Payroll, Access, Finance, Microsoft Excel, Internal Audit, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Accounting, Financial Modeling, Budgets, Management, PeopleSoft, Program Management, Banking, Anti Money Laundering, Compliance, Data Entry, Data Analysis, KYC
Education
Ryerson University 2008 — 2010
Business Management -Finance Major
Sheridan College 2005 — 2008
Business Administration, Finance Major
BMO Capital Markets December 2013 - Present
KeyBanc Capital Markets 2012 - October 2013
Sanford C. Bernstein 2009 - 2012
Goldman Sachs 2006 - 2008
Standard & Poor's June 2005 - August 2005
U.S. House of Representatives 2002 - 2004
Education
New York University 2004 — 2006
MPA, Finance
Stanford University 2001 — 2002
MA, Sociology
Stanford University 1997 — 2001
BA, International Relations
BMO Capital Markets March 2011 - Present
IIROC June 2010 - March 2011
IIROC June 2007 - June 2010
Alberta Securities Commission November 2006 - April 2007
Blake, Cassels & Graydon LLP April 2006 - November 2006
Fraser Milner Casgrain LLP May 2005 - April 2006
Skills
Trading, Securities Regulation, Securities, Derivatives, Corporate Governance, Banking, Regulatory Requirements, Trade Surveillance, Trade Desk Review, Equities, Electronic Trading, Trading Systems, Finance, Legal Assistance, Regulatory Filings, Risk Assessment, Risk Management, Investment Banking, Capital Markets, Investments, AML, KYC, Wealth Management, Surveillance, Private Equity, Anti Money Laundering
Education
Southern Alberta Institute of Technology 2002 — 2005
Law
Canadian Securities Institute
TD Securities January 2015 - Present
TD Securities September 2014 - December 2014
BMO Capital Markets November 2013 - May 2014
TD Securities January 2013 - November 2013
TD Securities July 2012 - November 2013
TD Securities June 2010 - August 2012
Eyelit Inc. November 2008 - June 2010
Queen's University May 2008 - November 2008
Security Solutions July 2008 - October 2008
Queen's University Campus Computer Sales and Service May 2007 - April 2008
Skills
Java, XML, PHP, SQL Server, JavaScript, JMS, TIBCO, Ant, CVS, Unix, Oracle, JUnit, Azul, French, English, Software Development, Eclipse, PL/SQL, Calypso, Software Design, SQL, Unix Shell Scripting, Management, Software Project...
Education
Queen's University 2003 — 2008
Bachelor of Computing (Honours), Software Design
BMO Capital Markets March 2015 - Present
KPMG US March 2014 - March 2015
Bank of America-Merrill Lynch November 2009 - February 2014
Bank of Tokyo-Mitsubishi August 2008 - October 2009
JPMorgan April 2001 - August 2008
C&S Wholesale Grocers February 2000 - March 2001
US Army 1997 - 2000
Skills
Equities, Fixed Income, Leadership, Capital Markets, Investment Banking, Financial Analysis, Operations Management, Foreign Exchange, Credit Derivatives, Program Management, Project Management, Operational Risk..., G/L Reconciliations, Essbase, MS Excel, MS Access, MS PowerPoint, MS Word, MS Project, SharePoint, SWIFT messaging, FXALL, MISYS, GTSS, Alert, ARIS, BPMN, Process Improvement, Prime Brokerage, Securities, Financial Modeling, Valuation, Strategy, Risk Management, Derivatives, Business Analysis, Hedge Funds, Interest Rate..., Trading, Swaps, Asset Management, FX Options, Financial Services, Access, Corporate Finance, Financial Risk, Microsoft Excel, Structured Products, Middle Office
Education
Rutgers University School of Law - Newark 2001 — 2005
JD
United States Military Academy at West Point 1993 — 1997
BS, Economics
Ridge High 1989 — 1993
BMO HUB - Enterprise Content Mgmt & Business Process Mgmt & Information Delivery Platform July 2012 - Present
BMO Capital Markets July 2010 - July 2012
Avanade ( joint venture of Microsoft and Accenture ) December 2004 - September 2010
Marketrend Interactive Corp, Toronto October 2001 - December 2004
LogicScape Inc. , Toronto October 2000 - October 2001
The People's Insurance Company of China (PICC) April 1997 - May 2000
Skills
Agile, .NET, SQL Server, SOA, Microsoft SQL Server, Agile Methodologies, LINQ, Business Intelligence, Software Project..., SDLC, Web Services, Architecture, SaaS, Software Development, SSIS, Integration, Cloud Computing, Testing, C#, SSRS, ASP.NET, Enterprise Architecture, Solution Architecture, Data Warehousing, Data Modeling, Enterprise Software, Requirements Gathering, Requirements Analysis, XML, Oracle, SharePoint, WCF, SQL, Business Analysis, Web Applications, Database Design, UML, Application Architecture, Architectures, Java Enterprise Edition, Systems Analysis, VB.NET, Databases
Education
South China University of Technology 1993 — 1997
GuangDong ShengShi High School
Ontario Teachers' Pension Plan September 2012 - Present
BMO Capital Markets March 2011 - September 2012
TD Bank - Wealth Management September 2009 - March 2011
BMO Capital Markets March 2007 - September 2009
Deloitte June 2003 - March 2007
Skills
Financial Risk, Business Requirements, Capital Markets, Requirements Gathering, Risk Management, Derivatives, Visio, Requirements Analysis, Project Management, Project Planning, Business Writing, Project Coordination, Team Building, Market Risk, Business Intelligence, Business Process Mapping
Education
CFA Institute 2004 — 2006
CFA designation, Finance
Ryerson University 1999 — 2003
Bachelor of Commerce (BCom), Finance, General
BMO Capital Markets 1990 - Present
Harris NA June 1975 - Present
Education
Saint Xavier University 1989 — 1991
Business
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Citigroup Global Markets 2014 - Present
Casimir Capital March 2011 - July 2012
BMO Capital Markets January 2010 - March 2011
Northern Securities October 2009 - January 2010
Northern Securities October 2008 - October 2009
Lafarge Cement January 2008 - October 2008
Skills
Mining, Minerals, Mineral Exploration, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Corporate Finance, Due Diligence, Equities, Financial Analysis, Investments, Derivatives, Corporate Development, Equity Valuation, Private Equity, M&A experience, Bloomberg, Venture Capital, Hedge Funds, Strategy, Emerging Markets, Commodity, Trading, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2005 — 2007
M.Eng., Mining Engineering
Queen's University 2001 — 2005
B.Sc., Chemical Engineering
Northbridge Financial Corporation August 2015 - Present
FCT February 2015 - August 2015
BMO Capital Markets October 2013 - February 2015
Microsoft Canada March 2010 - September 2013
Town of Markham February 2009 - March 2010
CIBC April 2007 - November 2008
CGI December 2002 - April 2008
Purolator Courier April 1998 - December 2002
Skills
SCCM, Windows Server, VMware, Business Analysis, Project Management, System Deployment, Windows 7, System Administration, System Architecture, System Center Suite, Hyper-V, MDT, Microsoft Office, Microsoft Technologies, Infrastructure, Technical Support, Windows, Altiris, Active Directory, VDI, Systems Management, Microsoft Certified..., MBAM, Windows 8, MDOP, Large Scale Deployments, Troubleshooting, Operating Systems, High Availability..., Microsoft SQL Server
Education
Object Arts 1997 — 1998
MCSE, Technology
Seneca College of Applied Arts and Technology 1994 — 1998
Degree, Sales and Marketing
Ronin Capital July 2007 - Present
BMO Capital Markets May 2005 - January 2007
Comcast August 2001 - May 2005
Skills
IT Operations, Cisco IOS, Microsoft Exchange, Citrix, Disaster Recovery, Active Directory, Data Center, VMware, System Administration, Cisco Technologies, Firewalls, Linux, Servers, SharePoint, TCP/IP, Virtualization, Shell Scripting, Troubleshooting, Windows, Unix, Management, SQL
Education
Roosevelt University 2011 — 2013
Master of Business Administration (M.B.A.), Training & Development / Project Management
Roosevelt University 2001 — 2005
BS, Buisness Management
Hyde Park Career Academy 1991 — 1995
Diploma, High School
HSBC Securities June 2011 - Present
BMO Capital Markets January 2007 - September 2010
Morgan Stanley 1996 - 2006
Skills
Equity Research, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Corporate Development, Derivatives, Corporate Finance, Asset Management, Due Diligence, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mergers, Options, Private Equity, Securities, Valuation
Education
Queens College
Bank of Montreal March 2012 - Present
BMO Financial Group January 2011 - March 2012
BMO Capital Markets September 2007 - January 2011
Bank of Montreal November 2006 - September 2007
Bank of Montreal December 2004 - November 2006
Skills
Banking, Commercial Banking, Treasury Management, Relationship Management, Cash Management, Financial Services, Capital Markets
Education
Ryerson University 2000 — 2011
Bachelor of Commerce (B.Com.), Information Technology
Sheridan College 2003 — 2005
Ryerson University 2000 — 2005
BMO Capital Markets
Skills
Capital Markets, Investments, Portfolio Management, Corporate Finance, Credit Analysis, Loan Origination, Investment Banking, Alternative Investments, Mergers, Financial Modeling, Private Equity, Securities, Fixed Income
Education
The University of Chicago Booth School of Business 1986 — 1986
Smith College 1979 — 1983
AB, Government
Mizuho Securities USA May 2010 - Present
Dexia December 2009 - May 2010
Nomura Securities September 2009 - December 2009
Barclays Capital September 2008 - September 2009
BMO Capital Markets May 2006 - September 2008
Deutsche Bank August 1998 - April 2006
Lehman Brothers November 1994 - August 1998
PricewaterhouseCoopers November 1990 - November 1994
Skills
CPA, MBA, Series 7, Series 27, NFA Principal, SIFMA Capital Committee..., FINRA, Financial Modeling, Fixed Income, Corporate Finance, Mergers & Acquisitions, Auditing, Equities, Hedge Funds, Financial Analysis, Financial Reporting, Investment Banking, Finance, Capital Markets, Internal Audit, Accounting, Alternative Investments, SEC filings, Valuation, Due Diligence, Asset Management
Education
Rutgers University-New Brunswick 1988 — 1993
MBA, Finance
Rutgers University-New Brunswick 1983 — 1987
BS, Accounting, Economics
BMO Capital Markets January 2014 - Present
Bank of Montreal Capital Markets January 2011 - Present
Oppenheimer & Co. August 2007 - December 2010
Oppenheimer & Co. August 2007 - December 2009
Sterling Financial Investment Group December 2002 - August 2007
ExxonMobil 1994 - 2002
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
Sam Houston State University 1984 — 1988
BBA, International Business/Finance
China Construction Bank Toronto Branch September 2014 - Present
Personal and Family Accounts September 2014 - September 2014
Cambridge Mercantile Group April 2012 - May 2014
HIFX Risk Management Inc 2008 - 2009
HIFX, INC 2008 - 2009
Kingscrossing Capital December 2007 - October 2008
Bank of Montreal 1998 - 2007
BMO Capital Markets October 1997 - August 2006
Credit Suisse January 1996 - August 1997
TD Securities January 1994 - December 1995
Skills
FX trading, Currency, FX Options, Trading, Liquidity, Emerging Markets, Traders, Portfolio Management, Capital Markets, Hedging, Options, Foreign Exchange, Derivatives, FX Hedging, Financial Markets, Money Market, Swaps, Electronic Trading, Fixed Income, FX Trading, Risk Management, Banking, Financial Risk
Education
Sheridan College 1978 — 1980
Diploma, Accounting/Finance
TD September 2014 - Present
Bank of Montreal, Capital Marekts September 2008 - November 2013
BMO Capital Markets May 2008 - September 2008
Morneau Sobeco November 2003 - May 2007
RBC Capital Markets 1985 - 2000
RBC Capital Markets 1985 - 2000
RBC Capital Markets 1985 - 2000
Skills
Fixed Income, Trading Systems, Project Delivery, Risk Management, Equities, Market Risk, Process Improvement, Change Management, User Acceptance Testing, Project Implementation, Project Planning, Project Coordination, Project Execution, Capital Markets - Back..., Problem Analysis, Problem Solving, Business Analysis, SDLC, Project Management, Banking, Financial Services
Education
Seneca College of Applied Arts and Technology 1981 — 1983
Bachelor of Business Administration (B.B.A.)
BMO Capital Markets July 2006 - Present
Skills
Corporate Finance
Education
The University of Chicago Booth School of Business 2012 — 2015
MBA
St. Mary's College 2002 — 2006
Ford Motor Company August 2013 - Present
BMO Capital Markets January 2012 - March 2013
RBC Capital Markets January 2011 - January 2012
Skills
Java, HTML, SQL, C, C++, JavaScript, Windows, Visual Basic, MySQL, Visio, C#, CSS, Programming, Microsoft Office, Microsoft SQL Server, Operating Systems, Windows 7, XML, Business Analysis, Test Co-ordination, Testing, Business Requirements, User Acceptance Testing, Commercial Banking, Interface Builder, Xcode, Agile Methodologies, Software Project..., SOA, Software Development, SDLC, Data Analysis, Data Modeling, Test Planning, Systems Analysis, Requirements Analysis, UML, Databases, Oracle, SharePoint, Unix, Project Management, Data Warehousing, Analysis, Integration, Teradata Data Warehouse, Teradata
Education
Ryerson University 2009 — 2012
Bachelor, IT
Seneca College of Applied Arts and Technology 2005 — 2009
Bachelor of Business Administration (BBA), Management Information Systems, General
Nomura July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Baxano Surgical, Inc. June 2009 - June 2013
SurgiQuest, Inc. August 2008 - March 2009
Rensselaer Polytechnic Institute June 2004 - August 2006
Skills
Medical Devices, FDA, Design Control, Product Design, Surgical Instruments, Spine, Design for Manufacturing, Rapid Prototyping, CAD, Solidworks, Design of Experiments, Minitab, R&D, Biomedical Engineering, Microsoft Excel, Pro Engineer, Labview, Product Development, Project Management, SolidWorks, ISO 13485, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Rensselaer Polytechnic Institute 2004 — 2008
Bachelors of Science, Biomedical Engineering
BMO Capital Markets January 2015 - Present
CIBC Wealth Management September 2014 - January 2015
Scotiabank November 2013 - September 2014
RBC Wealth Management January 2013 - November 2013
CIBC World Markets May 2010 - February 2013
TD Canada Trust January 2009 - January 2010
TD Canada Trust January 2009 - January 2010
National Bank Correspondent Network September 2006 - June 2008
National Bank Correspondent Network September 2006 - June 2008
Scotiabank October 2003 - September 2006
Skills
Financial Services, Project Management, Business Intelligence, Management, Wealth Management, Brokers, PMO, Business Analysis, Portfolio Management, Project Portfolio..., PMP, Vendor Management, Governance, Business Requirements, Integration
Education
Ryerson University 2008 — 2008
Project Management
Queen's University 1986 — 1990
Bachelor of Arts, Communications
Sheridan College 1985 — 1986
Business Administration Diploma, Accounting
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Castleton Commodities International April 2013 - Present
PSEG August 2007 - March 2013
BMO Capital Markets July 2006 - July 2007
Thomson Financial December 2000 - August 2004
Skills
Natural Gas, Options, Quantitative Finance, PJM, Commodity Markets, Commodity, Energy Markets, Derivatives, Hedging, Trading, Trading Systems, Structured Products
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2006
Masters, Quantitative Finance
The University of Chicago 1997 — 2000
AB, Economics
Mountain Lakes High School 1992 — 1996
BMO Capital Markets February 2015 - Present
BMO Capital Markets July 2012 - Present
ABM - The Association of Business Information & Media Companies July 2011 - July 2012
Tishman Speyer January 2010 - June 2011
Incremental Capital November 2008 - January 2010
Wellfleet Partners, Inc June 2007 - September 2008
Skills
Administrative..., Management, Outlook, Office Administration, Real Estate, Office Management, Microsoft Excel
Education
Quinnipiac University 2003 — 2007
BA, Psychology, Fine Art
Scotia Capital November 2010 - Present
BMO Capital Markets 2006 - 2010
Keycorp February 2002 - November 2005
IMAX August 2001 - December 2001
Skills
Capital Markets, Equity Research, Fixed Income, Financial Analysis, Equities, Derivatives
Education
CPA Ontario 2015 — 2019
Accounting and Finance
Simon Fraser University 1987 — 1992
BlueJacket Distributors LLC November 2014 - Present
BlueJacket Financial February 2013 - Present
BMO Capital Markets March 2007 - January 2013
RBC Capital Markets 2006 - 2007
PPM America, Inc. 1999 - 2006
ABN AMRO Bank N.V. 1995 - 1999
Skills
Lines Of Credit, Derivatives, Factoring, Capital Markets, Fixed Income, Portfolio Management, Bonds, Asset Managment, Commercial Mortgages, Securities, Loans, Finance, Investments, Bloomberg, Series 7, Asset Management, Credit, Small Business Lending, Commercial Lending, Funding, Asset Based Lending, Credit Analysis, Financial Structuring, Structured Finance, Credit Risk, Trading, Risk Management, Treasury Management, Securitization, Equities, Financial Services, Wealth Management, Financial Risk, Mutual Funds, Banking, Hedge Funds, Financial Modeling, Corporate Finance, Strategic Financial..., Alternative Investments, Series 63, ABS, Investment Strategies, Financial Analysis, Mortgage Lending, Valuation, Due Diligence, Commercial Banking, Private Equity, Investment Banking
Education
St. Bonaventure University 1988 — 1993
Bachelor of Business Administration (BBA), Accounting
west bloomfield 1984 — 1988
International Financial Data Services Canada (IFDS) March 2015 - Present
C3S Technology Inc April 2010 - Present
BMO Capital Markets November 2014 - March 2015
Manulife Financial September 2013 - August 2014
The Globe and Mail January 2013 - September 2013
Ministry of Government Services September 2011 - March 2013
MCCG February 2008 - October 2011
Manulife Financial July 2009 - June 2010
CIBC January 2006 - February 2008
Intellect Solutions April 2004 - September 2005
Skills
Project Planning, Software Project..., Solution Architecture, System Design, Systems Analysis, Enterprise Architecture, Software Design, Software Development, Software Engineering, Java, Web Services, J2EE Architecture, Spring, Hibernate, Perl, Unix Shell Scripting, Linux, Oracle, PL/SQL, JBoss, Glassfish, Weblogic, JPA, JSP, JSF, SQL Tuning, Stored Procedures, Database Design, Data Modeling, Gap Analysis, Configuration Management, Release Management, Java Enterprise Edition, Test Planning, JBoss Application Server, Ant, Agile Methodologies, Subversion, Eclipse, JUnit, JavaScript, SQL, Maven, Unix, SOA, UML, EJB, SDLC, JDBC, CVS
Education
Sheridan College 2004 — 2007
Ontario College Advanced Diploma, Computer Science Technology
Hyperion University - Buchares, Romania 2000 — 2001
Four Terms, Mathematics and Informatics
The Northbrook Symphony Orchestra, Inc. September 2003 - Present
BMO Capital Markets January 2001 - Present
Bank One September 1999 - December 2000
American National Bank September 1996 - August 1999
Skills
Chamber Music, Derivatives, Solo Performance, Capital Markets, Fixed Income, Financial Analysis, Banking, Portfolio Management, Investment Banking, Equities, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Investments, Private Equity, Cello Instructor, Performing Arts, Trading Systems, Orchestral Music, Music Education, Teaching, Classical, Piano, Ensemble, Music, Music Theory, Composition, Recording, Musical Theatre
Education
Roosevelt University 1986 — 1987
Paralegal Certificate, Legal Assistant/Paralegal, Honors
Roosevelt University 1982 — 1986
Master's Degree, Music Performance, General
University of Michigan School of Music 1976 — 1982
Bachelor's Degree, Music
BMO Capital Markets September 2007 - Present
Morgan Keegan July 2004 - September 2007
Bank One - (JPMorgan Chase) June 2000 - June 2004
ABN AMRO May 1997 - June 2000
Skills
Derivatives, FX Options, Interest Rate..., Financial Institutions, Currency, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Trading, Hedge Funds, Portfolio Management, Bonds, Equities, Options, Hedging, Financial Risk, Structured Products, Dodd-Frank, FAS 133, FAS 157, Hedge Accounting, Calypso, Swaptions, Total Return Swaps, Series 7, Series 63, Banking, Asset Managment, Investments, Risk Management, Credit, Credit Risk, Financial Structuring, Interest Rate Risk..., Swaps, Fixed Income Analysis
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance & Derivatives
University of Iowa 1987 — 1992
BA, Political Science
BMO Capital Markets December 2012 - Present
BMO Capital Markets March 2010 - December 2012
Bank of America Merrill Lynch February 2009 - March 2010
Merrill Lynch Canada May 2006 - February 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg
Education
University of Toronto - Rotman School of Management 2005 — 2006
MFE, Financial Economics
Queen's University 2004 — 2005
B.A., Economics
Queen's University 2000 — 2004
B.Sc.H., Mathematics and Statistics
BMO Capital Markets May 2015 - Present
BMO Capital Markets April 2014 - May 2015
BMO Capital Markets April 2014 - May 2015
GE Money May 2007 - May 2008
Skills
Sales, Call Centers, Risk Management, Credit Cards, Leadership, Management, Business Analysis, Change Management, Project Management, Business Process...
Education
Seneca College of Applied Arts and Technology 2006 — 2009
Advanced Diploma, Financial Planning
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens and Thompson,Inc. November 1984 - April 2008
Skills
Capital Markets, Financial Analysis, Fixed Income, Investments, Risk Management, Investment Banking, Financial Modeling, Corporate Finance, Management
Education
University of Chicago 1980 — 1984
MBA, Finance
College of St. Catherine 1974 — 1978
Bachelor of Science (BS), Finance and Economics
BMO Capital Markets Hedge Fund AccountantCitcoOctober 2007 - December 2008
Education
Ryerson University 2003 — 2007
BA, International Economics and Finance
Gemino Healthcare Finance March 2014 - Present
NewStar Business Credit/CORE Business Credit 2007 - 2013
ORIX USA Corporation 2007 - 2007
ORIX USA Corporation 2007 - 2007
BMO Capital Markets 2004 - 2007
Heller Financial 2001 - 2002
GE Capital 1997 - 2001
National Bank of Canada 1993 - 1997
Continental Bank 1989 - 1989
Continental Bank 1989 - 1989
Skills
Asset Based Lending, Middle Market, Private Equity, Commercial Lending, Leveraged Finance, Mergers, Capital Markets, Investment Banking, LBO, Mezzanine, Financial Structuring, Capital, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Credit, Loans, Portfolio Management, Venture Capital, Financial Analysis, Financial Modeling, Capital Raising, Structured Finance, Banking, Valuation, Commercial Banking, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
Stanford University 1981 — 1986
BS, Management Science & Engineering
Monta Vista High School 1977 — 1981
Huron Consulting Group September 2010 - Present
BMO Capital Markets 2008 - 2009
Parson Consulting 2006 - 2008
Joel Oppenheimer, Inc. 2004 - 2006
Kelly Services 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Ameritech 1998 - 2000
Tascor 1992 - 1998
Skills
Accounts Payable, Accounting, Customer Service, Financial Analysis, Invoicing
Education
Robert Morris College 1990 — 1991
Associates, Accounting
De La Salle High School 1980 — 1984
Diploma
BMO Capital Markets August 2008 - Present
BMO Capital Markets May 2005 - July 2008
JPMorgan 1999 - 2004
RBC Capital Markets 2002 - 2003
Education
University of New Brunswick 1996 — 1998
MBA, Finance
St. Francis Xavier University
Verifone September 2014 - Present
Everlink January 2014 - September 2014
BMO Capital Markets September 2012 - February 2013
VeriFone August 2011 - August 2012
VeriFone July 2010 - October 2011
Groveware Technologies Inc June 2010 - July 2010
Givex March 2009 - August 2009
Givex November 2008 - February 2009
Philtrust Bank (Philippine Trust Company) February 2002 - September 2008
Philtrust Bank (Philippine Trust Company) February 2000 - March 2002
Skills
Time Management, Customer Oriented, System Integration..., EMV, Base24, Functional Testing, RDBMS, A+, SDLC, Testing, User Acceptance Testing, Software Quality..., POS, Test Planning, Quality Assurance, Requirements Analysis, Payment Systems, Business Analysis, Test Cases, Databases, Regression Testing, Integration
Education
Ryerson University 2010 — 2010
A+, Computer and Network Support
University of Saint La Salle 1994 — 1998
Bachelor Degree, Major in Computer Science
BMO Capital Markets September 2011 - Present
Macquarie Capital Advisers December 2009 - July 2011
Fox-Pitt, Kelton April 2008 - December 2009
Education
Smith College
AB, Economics
BMO Capital Markets November 2014 - Present
Boeing June 2012 - June 2013
GE Aviation February 2011 - April 2012
Pratt & Whitney January 2010 - May 2010
FAA June 2009 - August 2009
Rutgers University January 2008 - May 2009
Rutgers Math and Science Learning Center September 2006 - May 2007
Skills
Matlab, Equity Valuation, Private Equity, Investment Banking, Capital Markets, Financial Modeling, Fixed Income, Derivatives, Venture Capital, Corporate Finance, Mergers & Acquisitions, Bloomberg, Restructuring, Asset Management, Asset Allocation, Portfolio Management, Risk Management, Hedge Funds, Entrepreneurship, Investments, Alternative Investments, Leveraged Finance, Start-ups, Macroeconomics, Microeconomics, Financial Econometrics, Statistical Modeling, Microsoft Excel, Crystal Ball, Monte Carlo Simulation, Financial Statement..., Scenario Analysis, Sensitivity Analysis, Global Tactical Asset..., Financial Risk...
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S., Mechanical and Aerospace Engineering
JPMorgan Chase & Co. August 2015 - Present
BMO Harris Bank July 2014 - August 2015
JP Morgan Chase December 2010 - July 2014
BMO Capital Markets August 2002 - June 2009
BMO Capital Markets January 2000 - January 2002
North American Cash Management US January 1998 - January 2000
BMO Capital Markets September 1997 - November 1998
Harris Bank - North American Cash Management January 1997 - January 1998
Harris Bank - Board of Trade January 1995 - January 1997
Skills
Process Improvement, Banking, Financial Services, Software Documentation, Cash Management, Management, Customer Service, Project Management, Coaching, Change Management, Customer Retention, Recruiting, Customer Relations, Staff Development, Staff Supervision, Implementation Services, Employee Management, Finance, Help Desk Management, Employee Hiring, Staffing Analysis, Staff Training, Client Services..., Client Retention, Employee Relation, Employee Counseling, Change Communication, Organizational Change, Data Analysis, UAT coordination, Team Leadership, Help Desk Support, Business Intelligence, Portfolio Management, Employee Relations, Leadership, Business Analysis, Vendor Management
Education
University of Phoenix 2009 — 2010
Bachelor of Sciences, Management
Robert Morris University - Illinois
Associates Degree, Applied Sciences; Office Administration focus
BMO Capital Markets November 2014 - Present
Royal Bank of Scotland 2011 - 2014
Federal Reserve Bank of New York 2010 - 2011
Morgan Stanley 2007 - 2008
Deutsche Bank April 2005 - March 2007
Keltic Financial Services, LLC 2004 - 2005
First Franklin Financial, a Subsidiary of Merrill Lynch 2003 - 2004
Skills
Banking, Cash Management, Private Equity, Treasury, Financial Modeling, Investments, Mortgage Lending, Capital Markets, Finance, Financial Services, Treasury Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance & Accounting
Saint John's University - Peter J. Tobin College of Business
Bachelors of Science, Finance
Training the Street
M&A and Leverage Buyouts Modeling
Training the Street
Advanced Financial Modeling
International Transload Logistics February 2011 - Present
BMO Capital Markets August 1995 - February 2009
Skills
Typing, Answering Phones, Expenses
Education
Robert Morris College 1984 — 1985
Bloom High School 1979 — 1982
BMO Financial Group May 2014 - Present
BMO Capital Markets October 2010 - Present
Enbridge Gas Distribution March 2009 - April 2010
Web International English October 2007 - December 2008
Great-West Life and Annuity Insurance Company May 2005 - October 2007
Skills
Finance, Capital Markets, Bloomberg, Coaching, Analysis, Economics, Securities, Banking, Mergers & Acquisitions, Financial Risk, Training, Equities, Risk Management, Fixed Income, Operational Risk, AML, Financial Services, Derivatives, Trading, Requirements Gathering, Trading Systems, Trade Finance, Options, Wealth Management, Retail Banking, Relationship Management, Investment Banking, Anti Money Laundering
Education
Ryerson University 2001 — 2005
Bachelor of Arts (B.A.), International Economics
BMO July 2012 - Present
BMO Capital Markets December 2010 - June 2012
CompuCom May 2005 - November 2010
Parmalat Canada 2000 - 2005
Skills
Business Analysis, Requirements Gathering, Quality Assurance, SDLC, User Acceptance Testing, Project Management, Visio, Business Requirements, User Experience, Vendor Management, Software Quality..., Business Process..., Leadership, Software Documentation, Building Relationships, Data Analysis, Agile Methodologies, Quality Center, Requirements Analysis, SharePoint, Use Case, Mockups, Software Project..., Agile Project Management, Analysis, Business Intelligence, Business Process, Gap Analysis, IT Strategy, Integration, MS Project, Process Improvement, Project Delivery, Resource Management, SQL, Systems Analysis, Test Planning, Testing, Waterfall
Education
Ryerson University 2000 — 2005
BComm, IT Managment
RBC Capital Markets October 2014 - Present
RBC Capital Markets January 2013 - October 2014
BMO Capital Markets April 2012 - January 2013
Sun Life Financial April 2010 - April 2012
WMI May 2007 - April 2010
TD Bank Group January 2007 - May 2007
Skills
Systems Analysis, SDLC, Business Analysis, Visio, Documentation, User Acceptance Testing, Business Requirements, MS Project, Software Project..., UML, Project Coordination, Project Implementation, Requirements Gathering, Project Planning, PMP, Project Management, Cross-functional Team..., Vendor Management, Project Delivery, Stakeholder Management, CRM, Certified Project..., Requirements Analysis, Software Documentation, Business Process, PMO, Testing, Project Portfolio..., IT Strategy, Business Intelligence, Data Warehousing, IT Management, Release Management, Databases, Data Migration, Agile Project Management, SharePoint, Agile Methodologies, CMMI, Quality Center, Outsourcing, Risk Management, Capital Markets
Education
Ryerson University 2001 — 2005
B.Comm, Information Technology Management
Scotiabank November 2014 - Present
BMO Capital Markets July 2013 - November 2014
TD January 2013 - June 2013
BMO Capital Markets June 2010 - December 2012
Scotia Capital December 2009 - June 2010
TD Securities October 2006 - December 2009
TD Bank April 2004 - October 2006
IBM 1998 - 2003
Skills
Business Analysis, Fixed Income, Trading Systems, Capital Markets, Requirements Analysis, Data Analysis, Requirements Gathering, SDLC, Visio, Testing, Bloomberg, Business Process, Broadridge impact, ION MMI, Anvil, TOMS, BondOne, P&L Analysis
Education
Canadian Securities Institute 2004 — 2005
CSC, PFPC
South China University of Technology 1993 — 1998
BA Econ, BEng
Clearing Broker/Dealer November 2014 - Present
BMO Financial Group October 2013 - October 2014
BMO Capital Markets July 2012 - October 2013
Advantage Futures February 2011 - July 2012
FINRA January 2008 - February 2011
RBC Dain Rauscher 2000 - 2008
Speedway SuperAmerica LLC June 1995 - October 2000
Skills
FINRA, Financial Risk, Risk Management, Finance, Securities, Internal Controls, Internal Audit, Accounting, Account Reconciliation, Leadership, Financial Regulation, Fraud, AML, Financial Services, Due Diligence
Education
University of Pennsylvania - The Wharton School
CRCP Program - FINRA Institute at Wharton
College of St. Catherine
Bachelor of Arts, Accounting and Marketing/Management
UBS Investment Bank March 2015 - Present
BMO Capital Markets November 2012 - March 2015
Northwestern Mutual May 2010 - December 2012
Skills
Wealth Accumulation, Disability Insurance, Retirement Planning, Investments, Strategic Financial..., Financial Analysis, Long Term Care Insurance, Securities, Insurance, Life Insurance, Series 6, Finance, Series 63
Education
Spring Hill College 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Management, General
St. Thomas High School 2002 — 2006
Ontario Teachers' Pension Plan July 2013 - Present
Digital Adrenalin September 2006 - November 2014
BMO Capital Markets October 2009 - July 2013
Bell Canada January 2009 - October 2009
Skills
Oracle, .NET, C#, IIS, Agile Methodologies, Powershell, SQL, Telerik Web Controls, Linux, Unix, Java, Windows Server, Apache, Microsoft SQL Server, MySQL, Autosys, JSON, WebSphere Portal, SharePoint, SDLC, WordPress, Syncfusion, jQuery, IBM Portal, IBM Connections, MS Sharepoint, Dojo, Node.js, VMware ESX, VMware vSphere, Endeca, Hyper-V, Widgets, TIBCO EMS, TIBCO BusinessWorks, XML, Requirements Gathering, Business Analysis, Software Development
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Computer Programmer, IT
RSA June 2014 - Present
TD Insurance September 2012 - June 2014
RBC Investor Services September 2011 - August 2012
RBC Dexia Investor Services October 2010 - June 2011
BMO Capital Markets September 2007 - October 2010
EDS Group 1998 - 2004
EDS Group 1989 - 1996
Skills
SDLC, PMO, Business Analysis, Vendor Management, Requirements Analysis, Project Delivery, Requirements Gathering, Business Requirements, User Acceptance Testing, Risk Management, Program Management, Project Management, Business Process..., Business Transformation, Financial Services, Fixed Income, Integration, Requirements Management
Education
Schulich School of Business 1998 — 1999
Master's Certificate in Project Management
Seneca College of Applied Arts and Technology 1980 — 1983
Computer Programming & Analysis, Information Technology
Stanford University
Stanford Certified Project Manager in progress, Project Management
Bank of Montreal April 2011 - Present
BMO Capital Markets September 2009 - April 2011
Education
Ryerson University 2004 — 2008
Bcomm, Management
City of Toronto March 2010 - Present
BMO Capital Markets May 2006 - May 2009
York University October 2006 - April 2009
The Cyberbahn Group 2009 - 2009
Education
Seneca College of Applied Arts and Technology 2009 — 2009
Legal and Corporate Administration Graduate Certificate with Honours
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies
Bachelor of Administrative Studies, Specialized Honours in Human Resources Management
Family Service Toronto September 2013 - April 2014
BMO Capital Markets May 2008 - May 2013
University of Toronto April 2008 - May 2008
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Diploma, Social Service Worker- Immigrants and Refugees (Accelerated)
University of Toronto 2004 — 2009
Bachelor's Degree, Psychology and Sociology
BMO Capital Markets March 2012 - Present
Cantor Fitzgerald January 2010 - February 2012
Deutsche Bank March 2005 - June 2009
Thomas Weisel Partners March 1999 - March 2005
Montgomery Securities 1996 - 1999
Corporate Partners, LP June 1993 - June 1994
The Blackstone Group 1990 - 1992
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, 1996
University of Michigan Business School 1986 — 1990
BBA, Accounting
The Citco Group of Companies October 2014 - Present
Citco Fund Services October 2013 - October 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services December 2010 - December 2012
State Street May 2010 - December 2010
State Street June 2008 - May 2010
Toronto City Summit Alliance 2007 - 2008
BMO Capital Markets 2006 - 2008
Skills
Investor Relations, Compliance, Reports, Account Reconciliation, Account Management, Global Client Management, Microsoft Excel, Due Diligence, Corporate Communications, Spatial Analysis, GIS, Financial Services, Client Services, Relationship Management, Fund Administration
Education
University of Toronto 2004 — 2008
Honours Bachelor of Arts, Urban Economic and Social Geography
Ryerson University
Certificate in Applied Digital Geography and GIS, Geographic Information Science and Cartography
St. Robert Catholic High School 2000 — 2004
BMO Capital Markets January 1995 - March 2011
BMO Capital Markets January 1995 - March 2011
Acquired by Bank of Montreal in 2003 January 1999 - January 2003
Mattison & Co January 1995 - January 2003
Education
Southern Connecticut State University 1988 — 1992
Bachelor of Science, Accounting
Southern Connecticut State University
Bachelor of Science, Accounting
BMO Capital Markets May 2014 - Present
DIZON INC. February 2012 - February 2015
Bergdorf Goodman May 2006 - October 2011
Skills
Fashion, Retail, Social Media, Mac, Photography, Apparel, Photo Shoot Production, Facebook, Event Management, Microsoft Word, Trend Analysis, Social Media Marketing, Customer Service, Social Networking, Art, Merchandising, Creative Direction, Brand Development
Education
School of Visual Arts
BFA
BMO Capital Markets April 2013 - Present
Citadel Investment Group September 2009 - March 2013
Weight Watchers November 2006 - September 2009
HRA March 2005 - November 2006
Skills
C#, C# 2.0, C# 4.0, C# 3.0, TCP/IP, Flex, NAnt, PL/SQL, SQL, Sybase, Sybase IQ, Oracle, Protocol Buffers, Microsoft SQL Server, Visual Studio, ASP.NET, .NET, Agile Methodologies
Education
Queens College 2002 — 2006
Computer Science, Bachelor of Science, Cum Laude; Major GPA 3.958
BMO Capital Markets November 2008 - September 2012
Duane Reade August 2007 - February 2008
Target September 2005 - May 2006
Prime Protection January 2001 - July 2002
Skills
Office Management, Outlook, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Client Relations Skills, Organization &..., High degree of..., Project Management, Team Leadership, Hands-on Training, Facilitations
Education
Streetwise Partners 2011 — 2012
Career Development Program, Communication and Networking Skills
St. John's University 2007 — 2008
Credits in Bachelor of Arts, Government
SickKids Hospital 2015 - Present
BMO Capital Markets 2014 - 2015
Deloitte June 2013 - August 2013
Deloitte April 2012 - August 2012
Skills
Event Planning, Corporate Partnerships, Teamwork, Marketing, Public Speaking, Business Relationship..., Corporate Events, Social Media, Time Management, Leadership, Microsoft Office, Fundraising, PowerPoint, Social Networking, Microsoft Excel, Social Media Marketing, Event Management, Microsoft Word, Events Coordination, Marketing Strategy, Team Leadership
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Graduating GPA of 3.93
Queensland University of Technology
Bachelor of Commerce (B.Com.), Marketing
The Bishop Strachan School 2006 — 2010
High School
BMO Capital Markets August 2012 - Present
Deutsche Bank December 2009 - August 2012
Cantor Fitzgerald April 2007 - November 2009
Lehman Brothers December 1993 - February 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal, Bonds, Business Analysis, Business Strategy, Capital Markets, Buy-side, Corporate Finance, Derivatives, ETFs, Electronic Trading, Equities, Equity Capital Markets, Equity Derivatives, Equity Research, Equity Trading, FX trading, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Hedging, High Yield, Institutional, Investment Banking, Investment Management, Investment Strategies, Investments, Market Making, Mergers, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Private Equity, Program Trading, Proprietary Trading, Securities, Risk Management, Series 63, Series 24, Series 7, Strategic Financial..., Relationship Management
Education
St. Norbert College 1989 — 1993
Bachelor Business Administration, Finance Major, Econ Minor
Broadridge Financial Solutions 2014 - Present
Barclays Investment Bank June 2013 - December 2014
BMO Capital Markets February 2012 - March 2012
MF Global December 2007 - November 2011
AIG May 2006 - December 2007
Skills
Bonds
Education
Shenandoah University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
BMO Capital Markets August 2003 - Present
Morgan Stanley July 1998 - November 2002
Bloomberg LP June 1991 - July 1998
Skills
Equity Research, Capital Markets, Equities, Bloomberg, Valuation, Financial Modeling, Investment Banking, Equity Valuation, Fixed Income, DCF
Education
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Science (BSc), Statistics
BMO Capital Markets October 2013 - Present
Bronte College of Canada February 2010 - June 2013
Rogers Communications November 2008 - February 2009
Pitney Bowes May 2007 - August 2007
Skills
Analytics, Mathematics, Teaching, Presentations, Programming, Cantonese, Statistics, Educational Technology, Management, Public Speaking
Education
University of Toronto 2007 — 2008
Master of Science (MSc), Mathematics, 4.0
University of Waterloo 2002 — 2007
Bachelor of Honour Mathematics - Co-op, Mathematics and Computer Science, 4.0
Queen's University 2006 — 2007
Bachelor of Education (BEd), Education, -
BMO Capital Markets August 2010 - Present
SunTrust Robinson Humphrey March 2007 - June 2010
JPMorgan Chase & Co. February 1996 - March 2007
JPL (NASA's Jet Propulsion Laboratory) June 1984 - November 1995
Skills
Risk Management, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Doctor of Philosophy (PhD), Aerospace, Aeronautical and Astronautical Engineering
Stanford University 1985 — 1986
Master of Science (MS), Aerospace, Aeronautical and Astronautical Engineering
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
St. Ignatius College Prep 1977 — 1981