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
Evan Kerr Evan Kerr's BMO Capital Markets Experience September 2015 - Present
Job Student at Telfer School of Management École de gestion Telfer
Industry Financial Services
Experience
BMO Capital Markets September 2015 - Present
Telfer School of Management - École de gestion Telfer September 2014 - Present
PSP Investments January 2015 - April 2015
T&V Capital Management at Telfer January 2014 - January 2015
HDR May 2014 - September 2014
S-Trip! 2010 - 2012
Skills
Teamwork, Financial Analysis, Leadership, Finance, Problem Solving, Economics, Public Speaking, Creativity, Market Research, PowerPoint, Equity Research, Valuation, Financial Modeling
Education
Telfer School of Management at the University of Ottawa 2012 — 2017
Bachelor’s Degree, Commerce - Finance
John McCrae Secondary School 2010 — 2012
BMO Capital Markets September 2015 - Present
Telfer School of Management - École de gestion Telfer September 2014 - Present
PSP Investments January 2015 - April 2015
T&V Capital Management at Telfer January 2014 - January 2015
HDR May 2014 - September 2014
S-Trip! 2010 - 2012
Skills
Teamwork, Financial Analysis, Leadership, Finance, Problem Solving, Economics, Public Speaking, Creativity, Market Research, PowerPoint, Equity Research, Valuation, Financial Modeling
Education
Telfer School of Management at the University of Ottawa 2012 — 2017
Bachelor’s Degree, Commerce - Finance
John McCrae Secondary School 2010 — 2012
Jason Cardella, CFA Jason Cardella, CFA's BMO Capital Markets Experience June 2013 - January 2014
Job Associate at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Charles Addison Charles Addison's BMO Capital Markets Experience August 1989 - August 1994
Job Investment Banking
Industry Financial Services
Experience
Capital West Partners June 2015 - Present
MNP November 2004 - April 2015
National Bank of Canada May 2000 - May 2003
TD October 1994 - October 1999
BMO Capital Markets August 1989 - August 1994
Skills
Business Valuation, Financial Analysis, Valuation, Corporate Finance, Strategic Financial..., Financial Modeling, Risk Management, Banking, Mergers, Due Diligence, Corporate Governance, Investment Banking, Financial Risk, Credit, IPO, Strategic Planning, Canadian GAAP, Managerial Finance, Succession Planning, Restructuring, Mergers & Acquisitions
Education
UBC
Bachelor of Commerce (B.Com.)
Capital West Partners June 2015 - Present
MNP November 2004 - April 2015
National Bank of Canada May 2000 - May 2003
TD October 1994 - October 1999
BMO Capital Markets August 1989 - August 1994
Skills
Business Valuation, Financial Analysis, Valuation, Corporate Finance, Strategic Financial..., Financial Modeling, Risk Management, Banking, Mergers, Due Diligence, Corporate Governance, Investment Banking, Financial Risk, Credit, IPO, Strategic Planning, Canadian GAAP, Managerial Finance, Succession Planning, Restructuring, Mergers & Acquisitions
Education
UBC
Bachelor of Commerce (B.Com.)
Brant MacQuoid Brant MacQuoid's BMO Capital Markets Experience March 2014 - Present
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2014 - Present
Natixis North America June 2013 - February 2014
Texas Tech University August 2012 - May 2013
Natixis North America May 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Chartered Financial Analyst Research Competition November 2011 - March 2012
Skills
Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Capital Markets, Financial Markets
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Bachelor of Business Administration, Finance and Accounting
CFA Institute
BMO Capital Markets March 2014 - Present
Natixis North America June 2013 - February 2014
Texas Tech University August 2012 - May 2013
Natixis North America May 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Chartered Financial Analyst Research Competition November 2011 - March 2012
Skills
Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Capital Markets, Financial Markets
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Bachelor of Business Administration, Finance and Accounting
CFA Institute
Corey Chisnell Corey Chisnell's BMO Capital Markets Experience 2008 - 2013
Job Managing Director, Capital Markets at PRP, LLC
Industry Real Estate
Experience
PRP, LLC 2015 - Present
Ridge Property Trust 2013 - 2015
BMO Capital Markets 2008 - 2013
Stifel, Nicolaus & Company, Inc. (Formerly Legg Mason Wood Walker, Inc.) 2005 - 2008
Moag & Company, LLC (Formerly Sports and Stadium Financing Investment Banking Group at Legg Mason) 2000 - 2005
A.G. Edwards May 1997 - June 2000
Kemper Corporation 1994 - 1995
Gloodt Associates, Inc. 1992 - 1993
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Private Placements, Real Estate, IPO, Business Valuation, Securities, Financial Markets, Series 7, M, Equity Capital Markets, Financial Structuring, Real Estate Financing, DCF, Equity Valuation, Commercial Real Estate, Real Estate Development, Private Equity, Acquisitions, Real Estate Economics, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1997
Master of Business Administration (MBA), Finance & Accounting
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate & Finance
PRP, LLC 2015 - Present
Ridge Property Trust 2013 - 2015
BMO Capital Markets 2008 - 2013
Stifel, Nicolaus & Company, Inc. (Formerly Legg Mason Wood Walker, Inc.) 2005 - 2008
Moag & Company, LLC (Formerly Sports and Stadium Financing Investment Banking Group at Legg Mason) 2000 - 2005
A.G. Edwards May 1997 - June 2000
Kemper Corporation 1994 - 1995
Gloodt Associates, Inc. 1992 - 1993
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Equities, Investments, Due Diligence, Derivatives, Fixed Income, Financial Analysis, Private Placements, Real Estate, IPO, Business Valuation, Securities, Financial Markets, Series 7, M, Equity Capital Markets, Financial Structuring, Real Estate Financing, DCF, Equity Valuation, Commercial Real Estate, Real Estate Development, Private Equity, Acquisitions, Real Estate Economics, Loan Origination, Portfolio Management
Education
The University of Chicago Booth School of Business 1994 — 1997
Master of Business Administration (MBA), Finance & Accounting
University of Wisconsin-Madison 1987 — 1991
Bachelor of Business Administration (B.B.A.), Real Estate & Finance
Karoliina Koskela Karoliina Koskela's BMO Capital Markets Experience May 2015 - Present
Job Operations Manager at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2015 - Present
Target January 2015 - May 2015
Target March 2014 - January 2015
Target August 2012 - March 2014
Indigo June 2012 - July 2012
Indigo April 2009 - June 2012
Indigo May 2008 - April 2009
Indigo June 2007 - May 2008
Skills
SAP, Technical Writing, Process Improvement, Project Planning, Internal Communications, Corel Draw, MS Project, Retail, Customer Service, Inventory Management, Merchandising, Interviews, Inventory Control, Project Management, Sales, Store Operations, Customer Experience, Leadership, Store Management, POS, Management, Time Management
Education
The University of British Columbia / UBC 2002 — 2006
Bachelor of Arts
BMO Capital Markets May 2015 - Present
Target January 2015 - May 2015
Target March 2014 - January 2015
Target August 2012 - March 2014
Indigo June 2012 - July 2012
Indigo April 2009 - June 2012
Indigo May 2008 - April 2009
Indigo June 2007 - May 2008
Skills
SAP, Technical Writing, Process Improvement, Project Planning, Internal Communications, Corel Draw, MS Project, Retail, Customer Service, Inventory Management, Merchandising, Interviews, Inventory Control, Project Management, Sales, Store Operations, Customer Experience, Leadership, Store Management, POS, Management, Time Management
Education
The University of British Columbia / UBC 2002 — 2006
Bachelor of Arts
Anne Ormsby's BMO Capital Markets Experience March 2012 - April 2014
Job Account Manager at Swift Worldwide Resources
Industry Oil & Energy
Experience
Swift Worldwide Resources January 2015 - Present
Swift Worldwide Resources April 2014 - Present
BMO Capital Markets March 2012 - April 2014
Swift Worldwide Resources August 2011 - February 2012
Popp Gray & Hutcheson LLP August 2009 - April 2011
Texas State Senate 2007 - 2009
Skills
Energy, Petroleum, Microsoft Excel, Microsoft Office, Energy Industry, PowerPoint, Oil/Gas, Project Management, Microsoft Word, Natural Gas, Financial Analysis, Leadership, Contract Management, Oil & Gas Industry, Analysis, Upstream
Education
The University of Texas at Austin 2007 — 2011
English, English, Spanish
Stephen F. Austin High School 2004 — 2007
Swift Worldwide Resources January 2015 - Present
Swift Worldwide Resources April 2014 - Present
BMO Capital Markets March 2012 - April 2014
Swift Worldwide Resources August 2011 - February 2012
Popp Gray & Hutcheson LLP August 2009 - April 2011
Texas State Senate 2007 - 2009
Skills
Energy, Petroleum, Microsoft Excel, Microsoft Office, Energy Industry, PowerPoint, Oil/Gas, Project Management, Microsoft Word, Natural Gas, Financial Analysis, Leadership, Contract Management, Oil & Gas Industry, Analysis, Upstream
Education
The University of Texas at Austin 2007 — 2011
English, English, Spanish
Stephen F. Austin High School 2004 — 2007
Elliot Wehner Elliot Wehner'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 February 2013 - July 2014
Oppenheimer & Co. July 2011 - January 2013
Yum! Brands June 2010 - August 2010
Kagin's, Inc. June 2003 - May 2010
Education
The Johns Hopkins University 2007 — 2011
BA, Economics, History
SFUHS 2003 — 2007
BMO Capital Markets July 2014 - Present
BMO Capital Markets February 2013 - July 2014
Oppenheimer & Co. July 2011 - January 2013
Yum! Brands June 2010 - August 2010
Kagin's, Inc. June 2003 - May 2010
Education
The Johns Hopkins University 2007 — 2011
BA, Economics, History
SFUHS 2003 — 2007
Ian Rainbolt Ian Rainbolt's BMO Capital Markets Experience June 2007 - September 2009
Job Senior Analyst, Strategy & Portfolio Management at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips April 2014 - Present
ConocoPhillips November 2012 - March 2014
ConocoPhillips June 2011 - November 2012
ConocoPhillips June 2010 - August 2010
BMO Capital Markets June 2007 - September 2009
UBS Investment Bank 2006 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Energy, Business Strategy, Competitive Analysis, Forecasting, Risk Management, Investment Banking, Bloomberg, Finance, Mergers & Acquisitions, Data Analysis, Portfolio Management, Private Equity, Investments, Strategy, Business Analysis, Financial Reporting, Analysis, Economics, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
ConocoPhillips April 2014 - Present
ConocoPhillips November 2012 - March 2014
ConocoPhillips June 2011 - November 2012
ConocoPhillips June 2010 - August 2010
BMO Capital Markets June 2007 - September 2009
UBS Investment Bank 2006 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Energy, Business Strategy, Competitive Analysis, Forecasting, Risk Management, Investment Banking, Bloomberg, Finance, Mergers & Acquisitions, Data Analysis, Portfolio Management, Private Equity, Investments, Strategy, Business Analysis, Financial Reporting, Analysis, Economics, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance
Sandeep Kandola's BMO Capital Markets Experience 2004 - 2006
Job Director, Investment Banking at TD Securities
Industry Investment Banking
Experience
TD Securities December 2014 - Present
TD Securities 2010 - 2014
TD Securities 2007 - 2010
TD Securities 2006 - 2007
BMO Capital Markets 2004 - 2006
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA) Designation
The University of British Columbia 2001 — 2004
Bachelor of Commerce (Honours), Finance
TD Securities December 2014 - Present
TD Securities 2010 - 2014
TD Securities 2007 - 2010
TD Securities 2006 - 2007
BMO Capital Markets 2004 - 2006
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA) Designation
The University of British Columbia 2001 — 2004
Bachelor of Commerce (Honours), Finance
Lidia Medina Lidia Medina's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
Economics Association at Syracuse Univeristy May 2014 - May 2015
European Student Assocation January 2014 - April 2015
JPMorgan Chase June 2014 - August 2014
Financial Women's Association June 2014 - August 2014
World Spa & Travel Magazine May 2013 - April 2014
New York Public Interest Research Group (NYPIRG) January 2013 - April 2013
Saatchi & Saatchi September 2012 - November 2012
Koreatown Youth & Community Center September 2009 - June 2011
Skills
Microsoft Excel, Advertising, PowerPoint, Financial Modeling, MRI Plus, Mintel, Microsoft Suites, Financial Analysis, Market Research, Marketing Strategy, Data Analysis, Data Modeling, Simmons Oneview, Lexisnexis, Bloomberg Terminal, Microsoft Office, Marketing, Bloomberg, investments, Valuation, Investments
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Quantitative Economics and Advertising
New Roads School 2007 — 2011
BMO Capital Markets July 2015 - Present
Economics Association at Syracuse Univeristy May 2014 - May 2015
European Student Assocation January 2014 - April 2015
JPMorgan Chase June 2014 - August 2014
Financial Women's Association June 2014 - August 2014
World Spa & Travel Magazine May 2013 - April 2014
New York Public Interest Research Group (NYPIRG) January 2013 - April 2013
Saatchi & Saatchi September 2012 - November 2012
Koreatown Youth & Community Center September 2009 - June 2011
Skills
Microsoft Excel, Advertising, PowerPoint, Financial Modeling, MRI Plus, Mintel, Microsoft Suites, Financial Analysis, Market Research, Marketing Strategy, Data Analysis, Data Modeling, Simmons Oneview, Lexisnexis, Bloomberg Terminal, Microsoft Office, Marketing, Bloomberg, investments, Valuation, Investments
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Quantitative Economics and Advertising
New Roads School 2007 — 2011
Bryan Wilson's BMO Capital Markets Experience September 2007 - Present
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets September 2007 - Present
Piper Jaffray 2002 - September 2007
eBondTrade/CRG High Alpha Fund November 1999 - 2002
US Bancorp Piper Jaffray January 1999 - November 1999
Cronin and Company, Inc. January 1997 - January 1999
Skills
Fixed Income, Municipal Bonds, Structured Products, Banking, Underwriting, Bloomberg, Capital Markets, Bonds, Derivatives, Valuation, Financial Modeling, Series 7, Portfolio Management, Equities, Securities, Investment Banking, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Economics, Finance and Accounting
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Real Estate and Urban Land Economics
Edina High School
BMO Capital Markets September 2007 - Present
Piper Jaffray 2002 - September 2007
eBondTrade/CRG High Alpha Fund November 1999 - 2002
US Bancorp Piper Jaffray January 1999 - November 1999
Cronin and Company, Inc. January 1997 - January 1999
Skills
Fixed Income, Municipal Bonds, Structured Products, Banking, Underwriting, Bloomberg, Capital Markets, Bonds, Derivatives, Valuation, Financial Modeling, Series 7, Portfolio Management, Equities, Securities, Investment Banking, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Economics, Finance and Accounting
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Real Estate and Urban Land Economics
Edina High School
Dylan Rose's BMO Capital Markets Experience June 2015 - August 2015
Job Mathematics Major at SUNY New Paltz
Industry Capital Markets
Experience
SUNY New Paltz August 2015 - Present
SUNY New Paltz October 2014 - Present
Private Tutoring November 2011 - Present
BMO Capital Markets June 2015 - August 2015
SUNY New Paltz January 2014 - May 2015
SUNY New Paltz January 2014 - May 2015
BMO Capital Markets May 2014 - August 2014
SUNY New Paltz August 2012 - December 2013
Skills
Excel VBA, Microsoft Access..., TIBCO Spotfire, LaTeX, Teamwork, Critical Thinking, Problem Solving, Written & Verbal..., Mathematics, Time Management, Classroom, Highly detail oriented, Organization, Astronomy, Public Speaking
Education
State University of New York at New Paltz 2012 — 2016
Bachelor of Science (B.S.), Mathematics (Applied and Theoretical), Minor in Astronomy
Mamaroneck High School 2008 — 2012
SUNY New Paltz August 2015 - Present
SUNY New Paltz October 2014 - Present
Private Tutoring November 2011 - Present
BMO Capital Markets June 2015 - August 2015
SUNY New Paltz January 2014 - May 2015
SUNY New Paltz January 2014 - May 2015
BMO Capital Markets May 2014 - August 2014
SUNY New Paltz August 2012 - December 2013
Skills
Excel VBA, Microsoft Access..., TIBCO Spotfire, LaTeX, Teamwork, Critical Thinking, Problem Solving, Written & Verbal..., Mathematics, Time Management, Classroom, Highly detail oriented, Organization, Astronomy, Public Speaking
Education
State University of New York at New Paltz 2012 — 2016
Bachelor of Science (B.S.), Mathematics (Applied and Theoretical), Minor in Astronomy
Mamaroneck High School 2008 — 2012
Hill Taylor's BMO Capital Markets Experience March 2014 - Present
Job Corporate Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2014 - Present
Padgett, Stratemann & Co., LLP September 2012 - February 2014
Padgett, Stratemann & Co., LLP January 2011 - March 2011
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, US GAAP, PowerPoint, Microsoft Word, Leadership, GAAP, Outlook, Analysis, Budgets, Access, Internal Controls, Financial Modeling, Corporate Finance, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
BBA, Accounting
BMO Capital Markets March 2014 - Present
Padgett, Stratemann & Co., LLP September 2012 - February 2014
Padgett, Stratemann & Co., LLP January 2011 - March 2011
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, US GAAP, PowerPoint, Microsoft Word, Leadership, GAAP, Outlook, Analysis, Budgets, Access, Internal Controls, Financial Modeling, Corporate Finance, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
BBA, Accounting
Adin Gosine's BMO Capital Markets Experience July 2013 - November 2014
Job Commercial Analyst at Kinder Morgan
Industry Financial Services
Experience
Kinder Morgan June 2015 - Present
ConocoPhillips November 2014 - April 2015
BMO Capital Markets July 2013 - November 2014
Wood Mackenzie June 2012 - August 2012
Skills
Technical Analysis, Financial Modeling, Bloomberg, Economics, Data Analysis, Microsoft Office, Bloomberg Terminal, Natural Gas, @Risk
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration, Finance, Minor Management Information Systems
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
Study Abroad, Finance
Kinder Morgan June 2015 - Present
ConocoPhillips November 2014 - April 2015
BMO Capital Markets July 2013 - November 2014
Wood Mackenzie June 2012 - August 2012
Skills
Technical Analysis, Financial Modeling, Bloomberg, Economics, Data Analysis, Microsoft Office, Bloomberg Terminal, Natural Gas, @Risk
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration, Finance, Minor Management Information Systems
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
Study Abroad, Finance
Joe (Joseph) Ip Joe (Joseph) Ip's BMO Capital Markets Experience May 2015 - August 2015
Job Sales and Trading Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Katherine (Rosenthal) Davis Katherine (Rosenthal) Davis's BMO Capital Markets Experience July 2009 - January 2015
Job Vice President, Securities Division Talent Acquisition at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
BMO Capital Markets July 2009 - January 2015
Michael Page June 2008 - April 2009
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, cum laude, Communications
The Chinese University of Hong Kong 2006 — 2006
Goldman Sachs January 2015 - Present
BMO Capital Markets July 2009 - January 2015
Michael Page June 2008 - April 2009
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, cum laude, Communications
The Chinese University of Hong Kong 2006 — 2006
Richard Kenny Richard Kenny's BMO Capital Markets Experience June 2013 - September 2013
Job Debt Capital Markets Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
CIBC World Markets September 2015 - Present
BBVA July 2014 - June 2015
BMO Capital Markets June 2013 - September 2013
Merrill Lynch January 2012 - May 2012
US Tax & Financial June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg, Argus Modeling, SharePoint, Facebook, Microsoft Word, Salesforce Training, Series 63, Series 79, Bloomberg Terminal, Wealth Management, Financial Modeling, Equity Research, Corporate Finance, Capital IQ, Investment Banking, FINRA, Financial Analysis, Social Media, Investments, Microsoft Office, Capital Markets, Sports
Education
Villanova University 2009 — 2013
Bachelor's degree, Finance & Real Estate
London School of Economics and Political Science 2011 — 2011
Financial Public Markets Course, A-
Episcopal Academy 2005 — 2009
High School Diploma
Gumaro Tijerina Gumaro Tijerina's BMO Capital Markets Experience March 2007 - Present
Job Managing Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2007 - Present
J.P. Morgan September 2000 - February 2007
Ernst & Young June 1998 - September 2000
Skills
CPA, Series 7, Series 63, Capital Markets, Credit Analysis, Banking, Credit, Due Diligence, Loans, Leveraged Finance, Loan Origination, Commercial Banking, Syndications, Corporate Finance, Portfolio Management, Structured Finance, Valuation, Derivatives, Divestitures, Economics, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers
Education
The University of Texas at Austin 1993 — 1998
Masters in Public Accountancy
The University of Texas at Austin 1993 — 1998
Bachelor of Business Administration (B.B.A.)
BMO Capital Markets March 2007 - Present
J.P. Morgan September 2000 - February 2007
Ernst & Young June 1998 - September 2000
Skills
CPA, Series 7, Series 63, Capital Markets, Credit Analysis, Banking, Credit, Due Diligence, Loans, Leveraged Finance, Loan Origination, Commercial Banking, Syndications, Corporate Finance, Portfolio Management, Structured Finance, Valuation, Derivatives, Divestitures, Economics, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers
Education
The University of Texas at Austin 1993 — 1998
Masters in Public Accountancy
The University of Texas at Austin 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Aaron Cox's BMO Capital Markets Experience 2012 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2012 - Present
Whirlpool Corporation June 2011 - August 2011
Stout Risius Ross 2007 - 2010
JMP Securities 2005 - 2006
Skills
Private Equity, Mergers, Leveraged Finance, Leadership, LBO, Financial Analysis, Equities, Due Diligence, Contract Negotiation, Capital Markets, Bloomberg
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance, Economics
University of Notre Dame
BBA, Finance
BMO Capital Markets 2012 - Present
Whirlpool Corporation June 2011 - August 2011
Stout Risius Ross 2007 - 2010
JMP Securities 2005 - 2006
Skills
Private Equity, Mergers, Leveraged Finance, Leadership, LBO, Financial Analysis, Equities, Due Diligence, Contract Negotiation, Capital Markets, Bloomberg
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Accounting, Finance, Economics
University of Notre Dame
BBA, Finance
Robert Rosenfeld Robert Rosenfeld's BMO Capital Markets Experience July 2006 - May 2012
Job Inv Banking at Robert W. Baird Consumer
Industry Banking
Experience
Robert W. Baird & Co. May 2012 - Present
BMO Capital Markets July 2006 - May 2012
General Mills June 2005 - August 2005
Cap Gemini (formerly Ernst & Young) June 1994 - June 2004
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Business Strategy, Investments, Business Planning, Management Consulting, Corporate Development, Business Valuation, Equities, Finance, LBO, Management, Mergers, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Deerfield High School
Ecole Supérieure de Commerce de Paris (ESCP-EAP)
1-year program, International Business
Washington University in St. Louis - Olin Business School
Robert W. Baird & Co. May 2012 - Present
BMO Capital Markets July 2006 - May 2012
General Mills June 2005 - August 2005
Cap Gemini (formerly Ernst & Young) June 1994 - June 2004
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Business Strategy, Investments, Business Planning, Management Consulting, Corporate Development, Business Valuation, Equities, Finance, LBO, Management, Mergers, Private Equity, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Finance and Accounting
Deerfield High School
Ecole Supérieure de Commerce de Paris (ESCP-EAP)
1-year program, International Business
Washington University in St. Louis - Olin Business School
Keith Niebrugge Keith Niebrugge's BMO Capital Markets Experience 2001 - 2012
Job Senior Vice President, Commercial Division Manager at MB Financial Bank
Industry Banking
Experience
MB Financial Bank January 2014 - Present
BMO Capital Markets 2001 - 2012
Harris Bank 1998 - 2001
Bank of Montreal 1997 - 1998
Scotiabank 1990 - 1997
Skills
Certified Public..., Series 7, Series 63, Investment Banking, Securitization, Capital Markets, Fixed Income, Debt, Securities, Commercial Banking, Loans
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
MB Financial Bank January 2014 - Present
BMO Capital Markets 2001 - 2012
Harris Bank 1998 - 2001
Bank of Montreal 1997 - 1998
Scotiabank 1990 - 1997
Skills
Certified Public..., Series 7, Series 63, Investment Banking, Securitization, Capital Markets, Fixed Income, Debt, Securities, Commercial Banking, Loans
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, Marketing
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Accounting
Haroon Chaudhry Haroon Chaudhry's BMO Capital Markets Experience July 2014 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets October 2011 - June 2014
ARC Financial Corp. May 2011 - September 2011
Sauder School of Business September 2009 - January 2010
City of Burnaby January 2006 - January 2010
Skills
Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Equity Research, Finance, Valuation
Education
Sauder School of Business, University of British Columbia 2008 — 2011
Bachelor of Commerce, Finance Completion
Burnaby Central
CFA Institute
Level II Candidate
The University of British Columbia
BMO Capital Markets July 2014 - Present
BMO Capital Markets October 2011 - June 2014
ARC Financial Corp. May 2011 - September 2011
Sauder School of Business September 2009 - January 2010
City of Burnaby January 2006 - January 2010
Skills
Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Equity Research, Finance, Valuation
Education
Sauder School of Business, University of British Columbia 2008 — 2011
Bachelor of Commerce, Finance Completion
Burnaby Central
CFA Institute
Level II Candidate
The University of British Columbia
Henry Heeney Henry Heeney's BMO Capital Markets Experience July 2011 - March 2013
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
Maplelane Capital October 2014 - Present
Evercore Partners April 2013 - September 2014
Tangoo Entertainment Inc. 2011 - 2014
BMO Capital Markets July 2011 - March 2013
Accordios 2011 - 2011
BMO Capital Markets May 2010 - August 2010
BTAWorks November 2008 - July 2010
Manulife Capital Markets 2008 - 2008
Skills
Financial Modeling, Investment Banking, Equity Research, Bloomberg, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Corporate Finance, Capital IQ, Investments, Equities, Business Development, Private Equity, Financial Analysis, Fixed Income, Equity Valuation, Venture Capital, Business Valuation
Education
The University of British Columbia 2006 — 2011
Bachelor of Commerce (BCom), Finance
Maplelane Capital October 2014 - Present
Evercore Partners April 2013 - September 2014
Tangoo Entertainment Inc. 2011 - 2014
BMO Capital Markets July 2011 - March 2013
Accordios 2011 - 2011
BMO Capital Markets May 2010 - August 2010
BTAWorks November 2008 - July 2010
Manulife Capital Markets 2008 - 2008
Skills
Financial Modeling, Investment Banking, Equity Research, Bloomberg, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Corporate Finance, Capital IQ, Investments, Equities, Business Development, Private Equity, Financial Analysis, Fixed Income, Equity Valuation, Venture Capital, Business Valuation
Education
The University of British Columbia 2006 — 2011
Bachelor of Commerce (BCom), Finance
Jamel Thomas, MBA's BMO Capital Markets Experience August 2014 - Present
Job Finance Professional | series 99 | Domestic and International Equities, Risk Management
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
BMO Capital Markets August 2014 - Present
Royal Bank of Scotland September 2010 - September 2013
UBS January 2006 - October 2010
UBS Investment Bank September 2004 - September 2010
Citi 2000 - 2007
Citi 2000 - 2007
Skills
Banking, Capital Markets, Credit Risk, Equities, Financial Risk, Fixed Income, Investment Banking, Middle Office, Prime Brokerage, Retail Banking, Risk Management, Back Office, Securities, Financial Services, Trading, Hedge Funds, Equity Derivatives, Collateral Management, Portfolio Management, Settlement, Investments, Securities Lending, Financial Markets, Cash Management, Equity Capital Markets, Corporate Actions, Account Reconciliation, Alternative Investments, Finance, DTC, Funding, Relationship Management, Hedging, Trading Systems, Operational Risk, Payments, Equity Research, Equity Trading, Bloomberg, Bonds, Operational Risk..., Treasury Management, Trade Finance, Derivatives
Education
DeVry College of New York's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.95
Stony Brook University 1995 — 1997
Bachelor of Arts (BA), Multi/Interdisciplinary Studies
State University of New York College of Agriculture and Technology at Cobleskill
Associate's degree, Business Administration and Management, General
Steve Kelley, CFA Steve Kelley, CFA's BMO Capital Markets Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial 2005 - 2013
Nashoba Regional School District 2004 - 2005
BMO Capital Markets 1999 - 2001
Education
The London School of Economics and Political Science (LSE)
Master's Degree, M.S. Economics
The London School of Economics and Political Science (LSE)
Bachelor's Degree, B.S.( Hons) Economics; Analytical and Descriptive
Sun Life Financial 2005 - 2013
Nashoba Regional School District 2004 - 2005
BMO Capital Markets 1999 - 2001
Education
The London School of Economics and Political Science (LSE)
Master's Degree, M.S. Economics
The London School of Economics and Political Science (LSE)
Bachelor's Degree, B.S.( Hons) Economics; Analytical and Descriptive
Lori Vainer Lori Vainer's BMO Capital Markets Experience January 2011 - July 2012
Job Associate Private Investments at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board May 2013 - Present
BMO Capital Markets January 2011 - July 2012
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2008 - August 2008
Skills
LBO, Capital IQ, Bloomberg, Financial Modeling, Valuation, Corporate Finance, DCF, M&A experience, Problem Solving, Fast Learner
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Commerce (B.Com.), Finance (Hons.)
Copenhagen Business School 2008 — 2008
Finance, General
CPP Investment Board May 2013 - Present
BMO Capital Markets January 2011 - July 2012
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2008 - August 2008
Skills
LBO, Capital IQ, Bloomberg, Financial Modeling, Valuation, Corporate Finance, DCF, M&A experience, Problem Solving, Fast Learner
Education
The University of British Columbia / UBC 2005 — 2009
Bachelor of Commerce (B.Com.), Finance (Hons.)
Copenhagen Business School 2008 — 2008
Finance, General
Hillary Harrison Hillary Harrison's BMO Capital Markets Experience November 2012 - May 2013
Job First Analysis
Industry Performing Arts
Experience
First Analysis May 2013 - Present
BMO Capital Markets November 2012 - May 2013
Hajjar Sutherland Peters & Washmon, LLP July 2009 - October 2012
Austin Independent School District January 2011 - April 2012
Borders 2006 - 2009
Education
The University of Texas at Austin 2005 — 2009
Theatre & Dance, Directing, Classical Civilizations
First Analysis May 2013 - Present
BMO Capital Markets November 2012 - May 2013
Hajjar Sutherland Peters & Washmon, LLP July 2009 - October 2012
Austin Independent School District January 2011 - April 2012
Borders 2006 - 2009
Education
The University of Texas at Austin 2005 — 2009
Theatre & Dance, Directing, Classical Civilizations
Eric Reuther's BMO Capital Markets Experience September 2005 - September 2013
Job Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross December 2013 - Present
BMO Capital Markets September 2005 - September 2013
LECG 2004 - 2005
The First National Bank of Chicago 1998 - 2001
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Start-ups, Due Diligence, Investment Banking, Mergers, Capital Markets, Venture Capital, M, Equities, LBO, Investments, Corporate Development, Portfolio Management, Mergers & Acquisitions, M&A experience
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Econometrics, Finance
Washington and Lee University 1994 — 1998
BA, Economics, History
Deerfield High School
Stout Risius Ross December 2013 - Present
BMO Capital Markets September 2005 - September 2013
LECG 2004 - 2005
The First National Bank of Chicago 1998 - 2001
Skills
Valuation, Corporate Finance, Private Equity, Financial Modeling, Start-ups, Due Diligence, Investment Banking, Mergers, Capital Markets, Venture Capital, M, Equities, LBO, Investments, Corporate Development, Portfolio Management, Mergers & Acquisitions, M&A experience
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Econometrics, Finance
Washington and Lee University 1994 — 1998
BA, Economics, History
Deerfield High School
Savannah Hildenbrand Savannah Hildenbrand's BMO Capital Markets Experience September 2009 - May 2015
Job Compliance Manager at OFS Management
Industry Capital Markets
Experience
OFS Management May 2015 - Present
BMO Capital Markets September 2009 - May 2015
American Intercontinental University August 2007 - November 2009
Skills
Investments, Leadership, Nonprofits, Research, Training, Financial Analysis, Interviews, Public Speaking, Access, Risk Management, Analysis, Strategy, Customer Service, Management, Microsoft Office, Marketing, Event Planning, Sales, Project Management, Social Media, Finance, PowerPoint, Account Management
Education
The University of Texas at Austin 2002 — 2006
B.A., Liberal Arts
Pflugerville High School 1998 — 2002
OFS Management May 2015 - Present
BMO Capital Markets September 2009 - May 2015
American Intercontinental University August 2007 - November 2009
Skills
Investments, Leadership, Nonprofits, Research, Training, Financial Analysis, Interviews, Public Speaking, Access, Risk Management, Analysis, Strategy, Customer Service, Management, Microsoft Office, Marketing, Event Planning, Sales, Project Management, Social Media, Finance, PowerPoint, Account Management
Education
The University of Texas at Austin 2002 — 2006
B.A., Liberal Arts
Pflugerville High School 1998 — 2002
Brenden Lee Brenden Lee's BMO Capital Markets Experience July 2013 - March 2014
Job Investment Banking Analyst, Mergers & Acquisitions at Evercore Partners
Industry Investment Banking
Experience
Evercore March 2014 - Present
BMO Capital Markets July 2013 - March 2014
Ethiopia Commodity Exchange June 2013 - June 2013
Procter & Gamble May 2012 - August 2012
Education
The University of British Columbia 2009 — 2013
Commerce, Finance, Honours
Evercore March 2014 - Present
BMO Capital Markets July 2013 - March 2014
Ethiopia Commodity Exchange June 2013 - June 2013
Procter & Gamble May 2012 - August 2012
Education
The University of British Columbia 2009 — 2013
Commerce, Finance, Honours
Shawn Oxenham Shawn Oxenham's BMO Capital Markets Experience January 2014 - Present
Job Director Institutional Fixed Income Sales at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2014 - Present
Credit Suisse July 2008 - January 2014
Lehman Brothers October 2006 - July 2008
Charles Schwab February 2000 - October 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Trading, Capital Markets, Futures, Banking, Rates, Government Bonds, Financial Risk, Swaps
Education
Syracuse University 1992 — 1996
Bachelor of Science (B.S.), Broadcast Journalism
BMO Capital Markets January 2014 - Present
Credit Suisse July 2008 - January 2014
Lehman Brothers October 2006 - July 2008
Charles Schwab February 2000 - October 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Trading, Capital Markets, Futures, Banking, Rates, Government Bonds, Financial Risk, Swaps
Education
Syracuse University 1992 — 1996
Bachelor of Science (B.S.), Broadcast Journalism
James Brandon James Brandon's BMO Capital Markets Experience 2013 - Present
Job Leveraged Finance Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2013 - Present
Jefferies & Company 2010 - 2012
US Army 2003 - 2008
Skills
Series 63, Series 79, Financial Modeling, Microsoft Office, Mezzanine, Leveraged Finance, Secured Transactions, Capital Markets, Deal Execution, Credit Analysis, Financial Statement..., Capital Structure, Due Diligence, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Economics
BMO Capital Markets 2013 - Present
Jefferies & Company 2010 - 2012
US Army 2003 - 2008
Skills
Series 63, Series 79, Financial Modeling, Microsoft Office, Mezzanine, Leveraged Finance, Secured Transactions, Capital Markets, Deal Execution, Credit Analysis, Financial Statement..., Capital Structure, Due Diligence, Investment Banking
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
United States Military Academy at West Point 1999 — 2003
Bachelor of Science (B.S.), Economics
George Serice George Serice's BMO Capital Markets Experience May 2007 - Present
Job Managing Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2007 - Present
Deutsche Bank 2006 - 2007
JPMorganChase 1990 - 2006
Skills
Leveraged Finance, Bank Relationship..., Capital Markets, Investment Banking, Financial Structuring, Corporate Finance, Credit Analysis, Financial Modeling, Commercial Banking, Equities, Private Equity, Portfolio Management, Credit, Loans
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
University of Louisiana at Lafayette 1980 — 1983
BS, General Business
BMO Capital Markets May 2007 - Present
Deutsche Bank 2006 - 2007
JPMorganChase 1990 - 2006
Skills
Leveraged Finance, Bank Relationship..., Capital Markets, Investment Banking, Financial Structuring, Corporate Finance, Credit Analysis, Financial Modeling, Commercial Banking, Equities, Private Equity, Portfolio Management, Credit, Loans
Education
The University of Texas at Austin 1988 — 1990
MBA, Finance
University of Louisiana at Lafayette 1980 — 1983
BS, General Business
Nicholas Watson Nicholas Watson's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Ernst & Young September 2009 - July 2012
Bain & Company June 2012 - June 2012
UC Santa Barbara September 2008 - June 2009
AAFES July 2004 - February 2006
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Assurance, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Modeling, QuickBooks, Valuation, Leveraged Finance, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Economics, and Entrepreneurship
University of California, Santa Barbara 2007 — 2009
BA, Business Economics, 3.97
Clavius Gymnasium Bamberg 2003 — 2005
Abitur, Economics and Biology
BMO Capital Markets July 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Ernst & Young September 2009 - July 2012
Bain & Company June 2012 - June 2012
UC Santa Barbara September 2008 - June 2009
AAFES July 2004 - February 2006
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Assurance, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Modeling, QuickBooks, Valuation, Leveraged Finance, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Economics, and Entrepreneurship
University of California, Santa Barbara 2007 — 2009
BA, Business Economics, 3.97
Clavius Gymnasium Bamberg 2003 — 2005
Abitur, Economics and Biology
Noam Yaffe's BMO Capital Markets Experience March 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2015 - Present
Bowen Advisors February 2014 - March 2015
Cambridge Associates September 2013 - February 2014
Bowen Advisors June 2012 - August 2012
New Ridge Technologies 2007 - 2008
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Editing, Entrepreneurship, Social Networking, International Relations, Financial Analysis, Analysis, Writing, International Business, Hebrew, Blogging, Salesforce.com, Capital IQ, Series 79
Education
Tufts University 2009 — 2013
BA, magna cum laude, International Relations, Economics minor
Tel Aviv University 2012 — 2012
The Park School of Baltimore 1999 — 2009
BMO Capital Markets March 2015 - Present
Bowen Advisors February 2014 - March 2015
Cambridge Associates September 2013 - February 2014
Bowen Advisors June 2012 - August 2012
New Ridge Technologies 2007 - 2008
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Editing, Entrepreneurship, Social Networking, International Relations, Financial Analysis, Analysis, Writing, International Business, Hebrew, Blogging, Salesforce.com, Capital IQ, Series 79
Education
Tufts University 2009 — 2013
BA, magna cum laude, International Relations, Economics minor
Tel Aviv University 2012 — 2012
The Park School of Baltimore 1999 — 2009
Matthew Kogan's BMO Capital Markets Experience June 2015 - August 2015
Job MBA student, University of Chicago Booth School of Business
Industry Investment Banking
Experience
BMO Capital Markets June 2015 - August 2015
Nielsen January 2013 - March 2014
Nielsen August 2012 - December 2012
The Nielsen Company July 2010 - August 2012
Skills
Market Research, Analytics, Data Analysis, Spanish, Consumer Insight, CPG Industry
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Finance, Strategic Management, Entrepreneurship
University of Illinois at Urbana-Champaign 2006 — 2010
BA, Economics (major); Business (minor)
BMO Capital Markets June 2015 - August 2015
Nielsen January 2013 - March 2014
Nielsen August 2012 - December 2012
The Nielsen Company July 2010 - August 2012
Skills
Market Research, Analytics, Data Analysis, Spanish, Consumer Insight, CPG Industry
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Concentrations in Finance, Strategic Management, Entrepreneurship
University of Illinois at Urbana-Champaign 2006 — 2010
BA, Economics (major); Business (minor)
Laney Sweatt Laney Sweatt's BMO Capital Markets Experience June 2012 - Present
Job Vice President, Commodity Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2012 - Present
Bank of America Merrill Lynch July 2007 - December 2011
Southwestern Energy November 2006 - July 2007
Skills
Commodities, Risk Management, Derivatives, Oil, Natural Gas, Options, Swaps, Energy Trading, Front Office, Electricity Markets, Power, Crude Oil
Education
Texas A&M University 2001 — 2005
BBA, Finance
BMO Capital Markets June 2012 - Present
Bank of America Merrill Lynch July 2007 - December 2011
Southwestern Energy November 2006 - July 2007
Skills
Commodities, Risk Management, Derivatives, Oil, Natural Gas, Options, Swaps, Energy Trading, Front Office, Electricity Markets, Power, Crude Oil
Education
Texas A&M University 2001 — 2005
BBA, Finance
Tom Brinkmann Tom Brinkmann's BMO Capital Markets Experience November 2007 - December 2011
Job Manager Intel and Pricing Strategy at McNeilus Truck and Manufacturing, Inc.
Industry Machinery
Experience
McNeilus Truck and Manufacturing, Inc. September 2013 - Present
Langenberg & Company February 2013 - August 2013
Clean Air Concepts April 2012 - December 2012
BMO Capital Markets November 2007 - December 2011
Davenport & Company LLC September 2006 - August 2007
AB&H Donohue Engineers February 2003 - September 2006
Skills
Financial Modeling, Investments, Equity Research, Oil & Gas Industry, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Energy, Infrastructure, Civil Engineering, Project Management, Manage Client..., Industrial Sector, Analysis, Asset Management, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2006
M.B.A., Accounting and Finance
University of Illinois at Urbana-Champaign
B.S., Civil Engineering
McNeilus Truck and Manufacturing, Inc. September 2013 - Present
Langenberg & Company February 2013 - August 2013
Clean Air Concepts April 2012 - December 2012
BMO Capital Markets November 2007 - December 2011
Davenport & Company LLC September 2006 - August 2007
AB&H Donohue Engineers February 2003 - September 2006
Skills
Financial Modeling, Investments, Equity Research, Oil & Gas Industry, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Energy, Infrastructure, Civil Engineering, Project Management, Manage Client..., Industrial Sector, Analysis, Asset Management, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2006
M.B.A., Accounting and Finance
University of Illinois at Urbana-Champaign
B.S., Civil Engineering
Matt MacKenzie J.D., M.B.A. Matt MacKenzie J.D., M.B.A.'s BMO Capital Markets Experience October 2011 - March 2012
Job Mining Industry Legal and Business Specialist
Industry Mining & Metals
Experience
Midnight Sun Mining Corp. May 2012 - Present
Roxgold March 2012 - November 2012
BMO Capital Markets October 2011 - March 2012
GE Capital June 2010 - September 2010
The Integrity Group 2008 - 2009
Danone Canada June 2008 - August 2008
Freelance 2003 - 2008
Enterprise Rent-A-Car January 2007 - August 2007
CIM - Pepsi 2005 - 2006
Skills
Corporate Finance, Negotiation, Business Development, Mergers, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Sales, Due Diligence, Business Planning
Education
University of Victoria/Peter B. Gustavson School of Business 2007 — 2011
JD/MBA
The University of British Columbia 2002 — 2006
BA, English Lit
Midnight Sun Mining Corp. May 2012 - Present
Roxgold March 2012 - November 2012
BMO Capital Markets October 2011 - March 2012
GE Capital June 2010 - September 2010
The Integrity Group 2008 - 2009
Danone Canada June 2008 - August 2008
Freelance 2003 - 2008
Enterprise Rent-A-Car January 2007 - August 2007
CIM - Pepsi 2005 - 2006
Skills
Corporate Finance, Negotiation, Business Development, Mergers, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Sales, Due Diligence, Business Planning
Education
University of Victoria/Peter B. Gustavson School of Business 2007 — 2011
JD/MBA
The University of British Columbia 2002 — 2006
BA, English Lit
Graham Whalen Graham Whalen's BMO Capital Markets Experience 2004 - Present
Job BMO Capital Markets Fixed Income
Industry Financial Services
Experience
BMO Capital Markets 2004 - Present
Skills
Bloomberg, Capital Markets, Bonds, Series 7, Trading, Electronic Trading, Securities, Investments, Municipal Bonds, Series 63, Financial Markets, Asset Management, Structured Products, Credit, MBS, Investment Strategies, Trading Systems
Education
The University of New Mexico 1994 — 1999
Bachelor of Arts (BA), Communication, General
BMO Capital Markets 2004 - Present
Skills
Bloomberg, Capital Markets, Bonds, Series 7, Trading, Electronic Trading, Securities, Investments, Municipal Bonds, Series 63, Financial Markets, Asset Management, Structured Products, Credit, MBS, Investment Strategies, Trading Systems
Education
The University of New Mexico 1994 — 1999
Bachelor of Arts (BA), Communication, General
Jim Dowd Jim Dowd's BMO Capital Markets Experience June 2006 - June 2008
Job Vice President at Amherst Securities Group
Industry Investment Banking
Experience
Amherst Pierpont June 2011 - Present
Six Degrees Capital Management June 2008 - January 2009
BMO Capital Markets June 2006 - June 2008
DELOITTE & TOUCHE, LLP September 2004 - May 2006
Skills
Securitization, Financial Structuring, Loans, Structured Finance, Finance, Investments, Valuation, Portfolio Management, Analysis, Credit Analysis, Start-ups, Restructuring, Securities, MBS, Marketing, Bonds, Series 7, Management, Derivatives, Fixed Income, Asset Management, ABS, Negotiation
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurial Finance
University of Notre Dame 1999 — 2003
BA, Finance/History
Amherst Pierpont June 2011 - Present
Six Degrees Capital Management June 2008 - January 2009
BMO Capital Markets June 2006 - June 2008
DELOITTE & TOUCHE, LLP September 2004 - May 2006
Skills
Securitization, Financial Structuring, Loans, Structured Finance, Finance, Investments, Valuation, Portfolio Management, Analysis, Credit Analysis, Start-ups, Restructuring, Securities, MBS, Marketing, Bonds, Series 7, Management, Derivatives, Fixed Income, Asset Management, ABS, Negotiation
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Economics, Entrepreneurial Finance
University of Notre Dame 1999 — 2003
BA, Finance/History
Brian Egger Brian Egger's BMO Capital Markets Experience 2003 - 2007
Job Senior Gaming & Lodging Analyst, Bloomberg Intelligence at Bloomberg LP
Industry Research
Experience
Bloomberg LP May 2015 - Present
BreakingCall.com April 2013 - May 2015
Topeka Capital Markets, Inc January 2012 - November 2012
Forecastle Research (in Association with Topeka Capital Markets) January 2011 - January 2012
Affiliated Research Group, LLC May 2010 - January 2011
Institutional Research Group LLC May 2008 - November 2009
Columbia Business School December 2006 - December 2008
BMO Capital Markets 2003 - 2007
Credit Suisse 1992 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Valuation, Equity Research, Equities, Capital Markets, Investments, Financial Modeling, Hedge Funds, Asset Management, Securities, Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Accounting & Financial Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance
Bloomberg LP May 2015 - Present
BreakingCall.com April 2013 - May 2015
Topeka Capital Markets, Inc January 2012 - November 2012
Forecastle Research (in Association with Topeka Capital Markets) January 2011 - January 2012
Affiliated Research Group, LLC May 2010 - January 2011
Institutional Research Group LLC May 2008 - November 2009
Columbia Business School December 2006 - December 2008
BMO Capital Markets 2003 - 2007
Credit Suisse 1992 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Valuation, Equity Research, Equities, Capital Markets, Investments, Financial Modeling, Hedge Funds, Asset Management, Securities, Finance, Portfolio Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Accounting & Financial Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Finance
Genevieve Begy Genevieve Begy's BMO Capital Markets Experience November 2012 - March 2013
Job Marketing Manager at THE KIT
Industry Marketing and Advertising
Experience
THE KIT March 2015 - Present
THE KIT April 2014 - March 2015
St. Joseph Media July 2013 - December 2013
BMO Capital Markets November 2012 - March 2013
BMO Capital Markets August 2010 - September 2010
BMO Capital Markets June 2010 - July 2010
BMO Capital Markets July 2009 - September 2009
Education
The London School of Economics and Political Science 2011 — 2012
MSc International Management
The University of Chicago - Booth School of Business 2012 — 2012
Master of Business Administration (MBA)
The London School of Economics and Political Science 2008 — 2011
BSc Management
Trafalgar Castle School 2001 — 2008
THE KIT March 2015 - Present
THE KIT April 2014 - March 2015
St. Joseph Media July 2013 - December 2013
BMO Capital Markets November 2012 - March 2013
BMO Capital Markets August 2010 - September 2010
BMO Capital Markets June 2010 - July 2010
BMO Capital Markets July 2009 - September 2009
Education
The London School of Economics and Political Science 2011 — 2012
MSc International Management
The University of Chicago - Booth School of Business 2012 — 2012
Master of Business Administration (MBA)
The London School of Economics and Political Science 2008 — 2011
BSc Management
Trafalgar Castle School 2001 — 2008
Mark Meaux Mark Meaux's BMO Capital Markets Experience July 2011 - March 2013
Job Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2013 - Present
BMO Capital Markets July 2011 - March 2013
PwC June 2010 - August 2010
KMF Investments June 2009 - August 2009
Skills
LBO, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equity Valuation, DCF, Credit Analysis, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Credit, Private Equity, Capital Markets
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, Economics
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Finance, Capital Markets, Corporate Finance, Financial Accounting
RBC Capital Markets March 2013 - Present
BMO Capital Markets July 2011 - March 2013
PwC June 2010 - August 2010
KMF Investments June 2009 - August 2009
Skills
LBO, Bloomberg, Valuation, Financial Modeling, Fixed Income, Equity Valuation, DCF, Credit Analysis, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Credit, Private Equity, Capital Markets
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, Economics
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Finance, Capital Markets, Corporate Finance, Financial Accounting
Ross Bjorklund Ross Bjorklund's BMO Capital Markets Experience June 2013 - August 2013
Job CORE Finance Associate Corporate Development for Comcast/NBCUniversal
Industry Telecommunications
Experience
Comcast July 2015 - Present
Comcast July 2014 - July 2015
Villanova University September 2010 - May 2014
BMO Capital Markets June 2013 - August 2013
Dow Jones June 2012 - July 2012
Keyot May 2011 - August 2011
Rels May 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Social Networking, Outlook, Event Planning, Facebook, Time Management, Teamwork, Access, Data Analysis, Finance, Public Speaking, Spanish, Recruiting, Team Leadership, Customer Service
Education
Villanova University 2010 — 2014
Bachelor's degree, Accounting and Finance, 3.83
London School of Economics and Political Science 2012 — 2012
Eagan High School 2006 — 2010
Comcast July 2015 - Present
Comcast July 2014 - July 2015
Villanova University September 2010 - May 2014
BMO Capital Markets June 2013 - August 2013
Dow Jones June 2012 - July 2012
Keyot May 2011 - August 2011
Rels May 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Social Networking, Outlook, Event Planning, Facebook, Time Management, Teamwork, Access, Data Analysis, Finance, Public Speaking, Spanish, Recruiting, Team Leadership, Customer Service
Education
Villanova University 2010 — 2014
Bachelor's degree, Accounting and Finance, 3.83
London School of Economics and Political Science 2012 — 2012
Eagan High School 2006 — 2010
Gillian Gates's BMO Capital Markets Experience October 2006 - May 2008
Job Training & Development | Learning & Instructional Program Delivery
Industry Retail
Experience
Best Buy Canada July 2014 - January 2015
Best Buy Canada May 2014 - January 2015
Best Buy Canada 2014 - January 2015
Best Buy Canada March 2011 - May 2014
Best Buy Canada May 2009 - August 2009
The University of British Columbia October 2008 - May 2009
lululemon athletica October 2008 - February 2009
BMO Capital Markets October 2006 - May 2008
Estee Lauder 2005 - 2006
Vancouver Film School 2005 - 2005
Skills
Training, Event Planning, Retail, Human Resources, Project Planning, Team Leadership, Event Management, Team Building, Strategic Planning, Business Process..., Customer Satisfaction, Leadership, Teamwork, Public Speaking, Strategy, Educational Program..., Engaging People
Education
The University of British Columbia 2009 — 2010
Bachelor of Education, Social Studies and Theatre
The University of British Columbia 2008 — 2009
Post baccalaureate, Theatre
The University of British Columbia 2001 — 2003
Bachelor of Arts, History
Best Buy Canada July 2014 - January 2015
Best Buy Canada May 2014 - January 2015
Best Buy Canada 2014 - January 2015
Best Buy Canada March 2011 - May 2014
Best Buy Canada May 2009 - August 2009
The University of British Columbia October 2008 - May 2009
lululemon athletica October 2008 - February 2009
BMO Capital Markets October 2006 - May 2008
Estee Lauder 2005 - 2006
Vancouver Film School 2005 - 2005
Skills
Training, Event Planning, Retail, Human Resources, Project Planning, Team Leadership, Event Management, Team Building, Strategic Planning, Business Process..., Customer Satisfaction, Leadership, Teamwork, Public Speaking, Strategy, Educational Program..., Engaging People
Education
The University of British Columbia 2009 — 2010
Bachelor of Education, Social Studies and Theatre
The University of British Columbia 2008 — 2009
Post baccalaureate, Theatre
The University of British Columbia 2001 — 2003
Bachelor of Arts, History
Michael Tomae's BMO Capital Markets Experience March 2014 - September 2014
Job Founder at OwningOurFaith
Industry Nonprofit Organization Management
Experience
OwningOurFaith November 2014 - Present
BMO Capital Markets March 2014 - September 2014
BMO Capital Markets July 2012 - September 2014
BMO Capital Markets June 2011 - August 2011
DFJ Esprit June 2010 - July 2010
Education
Villanova University 2008 — 2012
B.S. in Business Administration, Finance & Accounting
London School of Economics and Political Science
Certificate, Financial Markets
Westlake High School 2004 — 2008
OwningOurFaith November 2014 - Present
BMO Capital Markets March 2014 - September 2014
BMO Capital Markets July 2012 - September 2014
BMO Capital Markets June 2011 - August 2011
DFJ Esprit June 2010 - July 2010
Education
Villanova University 2008 — 2012
B.S. in Business Administration, Finance & Accounting
London School of Economics and Political Science
Certificate, Financial Markets
Westlake High School 2004 — 2008
Jesse Gerard's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate: Food, Consumer, & Retail Group
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Abrasive Resource June 2008 - June 2013
Skills
Operations Management, Supply Chain, Inventory Control, Inventory Management, Operational Excellence, Process Improvement, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Project Management, Business Strategy, Data Analysis
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations, Magna Cum Laude
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Abrasive Resource June 2008 - June 2013
Skills
Operations Management, Supply Chain, Inventory Control, Inventory Management, Operational Excellence, Process Improvement, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Project Management, Business Strategy, Data Analysis
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations, Magna Cum Laude
Hyun-Woo Lim's BMO Capital Markets Experience July 2011 - July 2015
Job MSc. Financial Mathematics
Industry Investment Banking
Experience
BMO Capital Markets July 2011 - July 2015
Bank of Montreal May 2010 - September 2010
AMD September 2009 - December 2009
NVIDIA January 2009 - April 2009
FileMaker May 2008 - August 2008
NAV CANADA September 2007 - December 2007
Education
The University of Chicago 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
The University of Chicago Booth School of Business 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
University of Waterloo 2006 — 2011
Bachelor’s Degree, BASc. Systems Design Engineering
BMO Capital Markets July 2011 - July 2015
Bank of Montreal May 2010 - September 2010
AMD September 2009 - December 2009
NVIDIA January 2009 - April 2009
FileMaker May 2008 - August 2008
NAV CANADA September 2007 - December 2007
Education
The University of Chicago 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
The University of Chicago Booth School of Business 2015 — 2016
Master’s Degree, MSc. Financial Mathematics
University of Waterloo 2006 — 2011
Bachelor’s Degree, BASc. Systems Design Engineering
Kevin Hurth's BMO Capital Markets Experience July 2008 - June 2010
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank December 2014 - Present
BMO Harris Bank December 2012 - December 2014
BMO Harris Bank June 2010 - December 2012
BMO Capital Markets July 2008 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Loan Origination, Credit Risk, Lines Of Credit, Portfolio Management, Relationship Management, Financial Structuring, Financial Analysis, Capital Markets
Education
University of Wisconsin-Madison 2004 — 2008
Bachelor of Science (BS), Finance, Investment, and Banking
The University of Chicago - Booth School of Business
BMO Harris Bank December 2014 - Present
BMO Harris Bank December 2012 - December 2014
BMO Harris Bank June 2010 - December 2012
BMO Capital Markets July 2008 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Loan Origination, Credit Risk, Lines Of Credit, Portfolio Management, Relationship Management, Financial Structuring, Financial Analysis, Capital Markets
Education
University of Wisconsin-Madison 2004 — 2008
Bachelor of Science (BS), Finance, Investment, and Banking
The University of Chicago - Booth School of Business
Brianne (Schmidt) Ptacek Brianne (Schmidt) Ptacek's BMO Capital Markets Experience March 2015 - Present
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2015 - Present
BMO Capital Markets June 2007 - March 2015
Skills
Financial Modeling, Corporate Finance, Credit Analysis, Private Equity, Due Diligence, Credit Risk, LBO
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2003 — 2007
BBA, Finance, Cum Laude
BMO Capital Markets March 2015 - Present
BMO Capital Markets June 2007 - March 2015
Skills
Financial Modeling, Corporate Finance, Credit Analysis, Private Equity, Due Diligence, Credit Risk, LBO
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.)
University of Notre Dame 2003 — 2007
BBA, Finance, Cum Laude
Benjamin Forgan's BMO Capital Markets Experience 2007 - 2007
Job Founder & CEO at Konekt
Industry Internet
Experience
Konekt Inc. August 2013 - Present
HotelQuickly 2013 - 2013
Rocket Internet GmbH 2012 - 2013
Foodpanda 2012 - 2013
Groupon 2011 - 2012
The PrivateBank and Trust Company 2010 - 2011
Digital Sandbox 2009 - 2010
BMO Capital Markets 2007 - 2007
Education
The George Washington University 2005 — 2009
B.Sc., Economics, International Affairs
Konekt Inc. August 2013 - Present
HotelQuickly 2013 - 2013
Rocket Internet GmbH 2012 - 2013
Foodpanda 2012 - 2013
Groupon 2011 - 2012
The PrivateBank and Trust Company 2010 - 2011
Digital Sandbox 2009 - 2010
BMO Capital Markets 2007 - 2007
Education
The George Washington University 2005 — 2009
B.Sc., Economics, International Affairs
Jennifer Covey Jennifer Covey's BMO Capital Markets Experience March 2011 - March 2015
Job Senior Advisor, A&D Advisory at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets March 2011 - March 2015
Netherland, Sewell & Associates, Inc. March 2006 - March 2011
Skills
ARIES, PHDWin
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Texas A&M University 1997 — 2002
Bachelor’s Degree, Industrial Engineering
UBS Investment Bank April 2015 - Present
BMO Capital Markets March 2011 - March 2015
Netherland, Sewell & Associates, Inc. March 2006 - March 2011
Skills
ARIES, PHDWin
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Texas A&M University 1997 — 2002
Bachelor’s Degree, Industrial Engineering
Lakeisha Edwards's BMO Capital Markets Experience November 2011 - July 2012
Job at
Industry Graphic Design
Experience
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
RBC July 2015 - Present
Link 9 August 2014 - Present
OppenheimerFunds March 2014 - Present
Draftfcb Healthcare October 2013 - January 2014
Overall Experience -- Various Companies (Investment Banking, Advertising, Medical Education, Marketi January 2000 - October 2013
Bessemer Trust April 2013 - July 2013
MAXIM LEGAL October 2012 - March 2013
Update Graphics April 2006 - January 2013
BMO Capital Markets November 2011 - July 2012
OMD Media Direction 2012 - 2012
Skills
PC, Apple Macintosh, MsOffice 2010, Adobe CS5, Illustrator, QuarkXPress, Advertising, Photoshop, Flash, Dreamweaver, Brochures, Video, Animation, HTML, Brand Management, Lotus Notes, Outlook, Art, Web Site Production, Microsoft Office, Illustration, Graphics, Logo Design, Adobe Creative Suite, InDesign, Mac, Adobe Acrobat, Email Marketing, Storyboarding, PowerPoint, Layout, Business Cards, Newsletters, Graphic Design, Art Direction, Posters, Multimedia, Typography, Corporate Identity, Web Design, Banners, Image Manipulation, Corporate Branding, Visual Communication, Flyers, Creative Direction
Education
SUNY 2005 — 2006
Certificate of Completion, Web Publishing/Design
New School University 2004 — 2004
None, Adobe CS
New Bern Senior High 1985 — 1987
Diploma, Recommend Studies
Tom Foote Tom Foote's BMO Capital Markets Experience July 2011 - July 2013
Job Finance Manager at Ecolab
Industry Chemicals
Experience
Ecolab July 2015 - Present
Ecolab June 2014 - August 2014
BMO Capital Markets July 2011 - July 2013
BMO Capital Markets July 2009 - June 2011
University of Notre Dame September 2006 - May 2009
BMO Capital Markets May 2008 - July 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Economics, Finance, Financial Analysis, Fixed Income, Investments, LBO, Leadership, Management, Mergers & Acquisitions, Private Equity, Research, Strategy, Training
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
BBA, BA, Finance, Economics
Ecolab July 2015 - Present
Ecolab June 2014 - August 2014
BMO Capital Markets July 2011 - July 2013
BMO Capital Markets July 2009 - June 2011
University of Notre Dame September 2006 - May 2009
BMO Capital Markets May 2008 - July 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Economics, Finance, Financial Analysis, Fixed Income, Investments, LBO, Leadership, Management, Mergers & Acquisitions, Private Equity, Research, Strategy, Training
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2009
BBA, BA, Finance, Economics
Corissa Steiner Corissa Steiner's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
State of Wisconsin January 2014 - May 2014
Hong Kong University of Science and Technology October 2013 - November 2013
BMO Capital Markets June 2013 - August 2013
Spectrum Brands February 2012 - April 2013
Skills
Financial Analysis, Financial Accounting, Due Diligence, Investment Banking, Chinese, SAP, Microsoft Office, Market Research
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Certificate in Environmental Studies
The London School of Economics and Political Science (LSE) 2013 — 2013
Asia Investment Banking Conference, Hong Kong
The Hong Kong University of Science and Technology 2013 — 2013
Finance, Investment & Banking
Kettle Moraine High School 2006 — 2010
BMO Capital Markets July 2014 - Present
State of Wisconsin January 2014 - May 2014
Hong Kong University of Science and Technology October 2013 - November 2013
BMO Capital Markets June 2013 - August 2013
Spectrum Brands February 2012 - April 2013
Skills
Financial Analysis, Financial Accounting, Due Diligence, Investment Banking, Chinese, SAP, Microsoft Office, Market Research
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Certificate in Environmental Studies
The London School of Economics and Political Science (LSE) 2013 — 2013
Asia Investment Banking Conference, Hong Kong
The Hong Kong University of Science and Technology 2013 — 2013
Finance, Investment & Banking
Kettle Moraine High School 2006 — 2010
Robert Kaplan, CFA, FRM, PRM, CAIA, CPCU Robert Kaplan, CFA, FRM, PRM, CAIA, CPCU's BMO Capital Markets Experience 2006 - 2011
Job Partner, Gray Bark Capital Management, LLC
Industry Financial Services
Experience
Gray Bark Capital Management May 2011 - Present
BMO Capital Markets 2006 - 2011
Koch Industries 2004 - 2006
AEGON Americas 2000 - 2004
CNA Insurance 1990 - 2000
BNP fka Cooper Neff 1986 - 1990
Skills
Trade Execution &..., Credit & Equity..., Relative Value, Securities Pricing &..., Derivatives, Portfolio Allocation, Mispriced Securities &..., Credit & Market Risk..., Credit, Hedging, Portfolio Management, Fixed Income, Equities, Hedge Funds, Bonds, Investments, Capital Markets, Proprietary Trading, Trading, Options, Valuation, Swaps, Trading Systems, Equity Derivatives, Credit Risk, Financial Markets, High Yield, Risk Management, Structured Products, FX Options, Market Risk, Investment Banking, Commodity Markets, Alternative Investments, Securities, Credit Derivatives, Electronic Trading, Interest Rate..., Equity Trading, Bloomberg, Financial Modeling, Commodity, Financial Risk, CDS, Credit Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of Florida
Bachelor of Science (B.S.), Finance
Gray Bark Capital Management May 2011 - Present
BMO Capital Markets 2006 - 2011
Koch Industries 2004 - 2006
AEGON Americas 2000 - 2004
CNA Insurance 1990 - 2000
BNP fka Cooper Neff 1986 - 1990
Skills
Trade Execution &..., Credit & Equity..., Relative Value, Securities Pricing &..., Derivatives, Portfolio Allocation, Mispriced Securities &..., Credit & Market Risk..., Credit, Hedging, Portfolio Management, Fixed Income, Equities, Hedge Funds, Bonds, Investments, Capital Markets, Proprietary Trading, Trading, Options, Valuation, Swaps, Trading Systems, Equity Derivatives, Credit Risk, Financial Markets, High Yield, Risk Management, Structured Products, FX Options, Market Risk, Investment Banking, Commodity Markets, Alternative Investments, Securities, Credit Derivatives, Electronic Trading, Interest Rate..., Equity Trading, Bloomberg, Financial Modeling, Commodity, Financial Risk, CDS, Credit Analysis
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of Florida
Bachelor of Science (B.S.), Finance
Paul Nekatschalow Paul Nekatschalow's BMO Capital Markets Experience June 2006 - August 2006
Job CoFounder & CEO at Perscale, Inc.
Industry Computer Software
Experience
Perscale, Inc. November 2013 - Present
Virtustream Inc. June 2012 - October 2013
Joyent, Inc. June 2010 - March 2011
Concentra Partners November 2008 - May 2010
JMP Securities LLC July 2007 - August 2008
BMO Capital Markets June 2006 - August 2006
Concentra Partners November 2000 - August 2005
Deloitte August 1997 - November 2000
Asea Brown Boveri (ABB) Ltd. May 1995 - August 1997
Brazilian Navy - COPESP/CTMSP (Center for Special Projects) 1992 - 1994
Skills
Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Corporate Finance, Venture Capital, Private Equity, Investment Banking, Business Strategy, Start-ups, Competitive Analysis, Capital Markets, Financial Analysis, Strategy, Product Management, Strategic Partnerships, Equities, Business Development, Risk Management, Mergers & Acquisitions, Business Process, Analytics, Cross-functional Team..., Enterprise Software, Executive Management, CRM, Cloud Computing, Management, Business Transformation, Finance, Forecasting, Consulting, Salesforce.com, Go-to-market Strategy, Leadership, Integration, ERP, Analysis, Management Consulting, E-commerce, Project Management, Managerial Finance
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Accounting
University of Melbourne, Australia - Melbourne Business School 1997 — 1999
Postgraduate Diploma, Management
Universidade de São Paulo 1989 — 1994
B.Sc., Naval Engineering
Perscale, Inc. November 2013 - Present
Virtustream Inc. June 2012 - October 2013
Joyent, Inc. June 2010 - March 2011
Concentra Partners November 2008 - May 2010
JMP Securities LLC July 2007 - August 2008
BMO Capital Markets June 2006 - August 2006
Concentra Partners November 2000 - August 2005
Deloitte August 1997 - November 2000
Asea Brown Boveri (ABB) Ltd. May 1995 - August 1997
Brazilian Navy - COPESP/CTMSP (Center for Special Projects) 1992 - 1994
Skills
Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Corporate Finance, Venture Capital, Private Equity, Investment Banking, Business Strategy, Start-ups, Competitive Analysis, Capital Markets, Financial Analysis, Strategy, Product Management, Strategic Partnerships, Equities, Business Development, Risk Management, Mergers & Acquisitions, Business Process, Analytics, Cross-functional Team..., Enterprise Software, Executive Management, CRM, Cloud Computing, Management, Business Transformation, Finance, Forecasting, Consulting, Salesforce.com, Go-to-market Strategy, Leadership, Integration, ERP, Analysis, Management Consulting, E-commerce, Project Management, Managerial Finance
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance and Accounting
University of Melbourne, Australia - Melbourne Business School 1997 — 1999
Postgraduate Diploma, Management
Universidade de São Paulo 1989 — 1994
B.Sc., Naval Engineering
Ben Rodman Ben Rodman's BMO Capital Markets Experience 1996 - 2009
Job Managing Director at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. 2014 - Present
D Cubed Group LLC 2012 - 2014
Valor Equity Partners 2009 - 2012
BMO Capital Markets 1996 - 2009
First National Bank of Chicago 1993 - 1996
Skills
Private Equity, Mergers, Investment Banking, Investments, Valuation, Venture Capital, Capital Markets, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Equities
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Chicago
BA, Political Science and Economics
The Hotchkiss School
Raymond James Financial Inc. 2014 - Present
D Cubed Group LLC 2012 - 2014
Valor Equity Partners 2009 - 2012
BMO Capital Markets 1996 - 2009
First National Bank of Chicago 1993 - 1996
Skills
Private Equity, Mergers, Investment Banking, Investments, Valuation, Venture Capital, Capital Markets, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Equities
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Chicago
BA, Political Science and Economics
The Hotchkiss School
Ian Bomberg's BMO Capital Markets Experience July 2015 - Present
Job Associate Investment Banking, BMO Capital Markets
Industry International Trade and Development
Experience
BMO Capital Markets July 2015 - Present
Middle East Investment Initiative January 2012 - May 2013
Center for American Progress April 2008 - March 2012
Begin-Sadat Center for Strategic Studies October 2006 - April 2007
U.S. House of Representatives 2006 - 2006
Travel to Teach 2004 - 2004
Skills
Public Policy, Politics, Policy Analysis, Government, Editing, Nonprofits, Research, International Relations, Community Outreach, International..., Strategic Communications, Qualitative Research, Data Analysis, National Security, Economics, Fundraising, Political Science, Strategy
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Tufts University 2004 — 2008
Bachelor of Arts, Political Science and History
Tel Aviv University 2006 — 2007
Political Science and History
BMO Capital Markets July 2015 - Present
Middle East Investment Initiative January 2012 - May 2013
Center for American Progress April 2008 - March 2012
Begin-Sadat Center for Strategic Studies October 2006 - April 2007
U.S. House of Representatives 2006 - 2006
Travel to Teach 2004 - 2004
Skills
Public Policy, Politics, Policy Analysis, Government, Editing, Nonprofits, Research, International Relations, Community Outreach, International..., Strategic Communications, Qualitative Research, Data Analysis, National Security, Economics, Fundraising, Political Science, Strategy
Education
Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Tufts University 2004 — 2008
Bachelor of Arts, Political Science and History
Tel Aviv University 2006 — 2007
Political Science and History
sean sullivan sean sullivan's BMO Capital Markets Experience July 2014 - Present
Job Managing Director, Head of Industrials Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
Erez Landau Erez Landau's BMO Capital Markets Experience June 2015 - Present
Job Equity Research Intern | CPA | MBA candidate at NYU Stern
Industry Accounting
Experience
BMO Capital Markets June 2015 - Present
NYU Stern School of Business August 2014 - Present
Express Management Capital March 2015 - May 2015
BDO USA, LLP January 2014 - July 2014
ASPCA November 2013 - January 2014
KPMG US September 2011 - May 2013
KPMG Somech Chaikin January 2010 - July 2011
Avi Gilboa Insurance and Pension Planning October 2006 - January 2009
Ariel Kessel & Co. CPA (ISR.) January 2008 - May 2008
Israel Defense Forces October 2001 - October 2006
Skills
Financial Analysis, Financial Reporting, Finance, Microsoft Excel, VBA, Microsoft Access, Investments, Financial Accounting, IFRS, US GAAP, Banking, Consulting, Business Strategy, Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
The Hebrew University 2006 — 2009
Bachelor of Science (BSc), Physics and Accounting
BMO Capital Markets June 2015 - Present
NYU Stern School of Business August 2014 - Present
Express Management Capital March 2015 - May 2015
BDO USA, LLP January 2014 - July 2014
ASPCA November 2013 - January 2014
KPMG US September 2011 - May 2013
KPMG Somech Chaikin January 2010 - July 2011
Avi Gilboa Insurance and Pension Planning October 2006 - January 2009
Ariel Kessel & Co. CPA (ISR.) January 2008 - May 2008
Israel Defense Forces October 2001 - October 2006
Skills
Financial Analysis, Financial Reporting, Finance, Microsoft Excel, VBA, Microsoft Access, Investments, Financial Accounting, IFRS, US GAAP, Banking, Consulting, Business Strategy, Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
The Hebrew University 2006 — 2009
Bachelor of Science (BSc), Physics and Accounting
Bryan Collins Bryan Collins's BMO Capital Markets Experience July 2012 - July 2014
Job Associate at Kayne Anderson Energy Funds
Industry Financial Services
Experience
Kayne Anderson Capital Advisors August 2014 - Present
BMO Capital Markets July 2012 - July 2014
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
The University of Texas at Austin 2007 — 2011
BS, Mathematics
South Carroll High School 2002 — 2006
Kayne Anderson Capital Advisors August 2014 - Present
BMO Capital Markets July 2012 - July 2014
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
The University of Texas at Austin 2007 — 2011
BS, Mathematics
South Carroll High School 2002 — 2006
Aaron Foss Aaron Foss's BMO Capital Markets Experience August 2006 - September 2007
Job Data Scientist and Portfolio Manager Doing Cool Things with Data
Industry Investment Management
Experience
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
Josh Hovermale Josh Hovermale's BMO Capital Markets Experience July 2015 - Present
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets November 2010 - April 2014
BMO Capital Markets August 2008 - November 2010
BMO Capital Markets February 2007 - August 2008
JP Morgan Chase 2004 - 2007
Skills
Financial Modeling, Loans, Corporate Finance, Private Equity, Derivatives, Financial Analysis, Portfolio Management, Credit Analysis, LBO, Capital Markets, Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Concentrations in Accounting, Finance, Strategic Management and Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
Bachelor of Science (B.S.), Finance, General
BMO Capital Markets July 2015 - Present
BMO Capital Markets November 2010 - April 2014
BMO Capital Markets August 2008 - November 2010
BMO Capital Markets February 2007 - August 2008
JP Morgan Chase 2004 - 2007
Skills
Financial Modeling, Loans, Corporate Finance, Private Equity, Derivatives, Financial Analysis, Portfolio Management, Credit Analysis, LBO, Capital Markets, Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Concentrations in Accounting, Finance, Strategic Management and Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Jeff Magids's BMO Capital Markets Experience April 2011 - July 2013
Job Associate at Lime Rock Resources
Industry Financial Services
Experience
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
Wing Zheng Wing Zheng's BMO Capital Markets Experience 2012 - Present
Job Analyst, BMO
Industry Financial Services
Experience
BMO Capital Markets 2012 - Present
Risk Management Research Club, University of Toronto September 2011 - Present
SS&C GlobeOp 2011 - 2012
Skills
Capital Markets, Alternative Investments, Equity Research, Financial Modeling, Financial Analysis, Corporate Finance, Financial Accounting, Hedge Funds, Derivatives, Business Strategy, Investments, Fixed Income, Bloomberg, Finance, Equities
Education
University of Toronto - Rotman School of Management
B.Comm, Finance and Economics
The University of Hong Kong 2009 — 2009
Summer Abroad, International Business
Marquee Group 2011 — 2011
Financial Modelling Training Program
BMO Capital Markets 2012 - Present
Risk Management Research Club, University of Toronto September 2011 - Present
SS&C GlobeOp 2011 - 2012
Skills
Capital Markets, Alternative Investments, Equity Research, Financial Modeling, Financial Analysis, Corporate Finance, Financial Accounting, Hedge Funds, Derivatives, Business Strategy, Investments, Fixed Income, Bloomberg, Finance, Equities
Education
University of Toronto - Rotman School of Management
B.Comm, Finance and Economics
The University of Hong Kong 2009 — 2009
Summer Abroad, International Business
Marquee Group 2011 — 2011
Financial Modelling Training Program
Raphael Yeung Raphael Yeung's BMO Capital Markets Experience July 2012 - Present
Job Investment and Corporate Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2012 - Present
Russell Investments June 2011 - January 2012
Totem Park Residence Association - Residence and Housing April 2009 - September 2010
Canaccord Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments, Valuation, Equities, Fixed Income, Bloomberg, Corporate Finance, Accounting, PowerPoint, Research, Market Research, Portfolio Management, Team Leadership, Entrepreneurship, Leadership, Banking, Business Analysis, Financial Reporting, Equity Research, Data Analysis, Business Strategy, Financial Markets, Due Diligence, Securities, Asset Management, Capital IQ, Microsoft Excel, Bloomberg Terminal, Customer Service, Finance, Financial Accounting, Quantitative Analytics, VBA, Public Speaking, Mutual Funds, Private Equity, Financial Statement..., Economics, Time Management
Education
The University of British Columbia 2008 — 2012
BComm, Finance, minor in Economics
BMO Capital Markets July 2012 - Present
Russell Investments June 2011 - January 2012
Totem Park Residence Association - Residence and Housing April 2009 - September 2010
Canaccord Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments, Valuation, Equities, Fixed Income, Bloomberg, Corporate Finance, Accounting, PowerPoint, Research, Market Research, Portfolio Management, Team Leadership, Entrepreneurship, Leadership, Banking, Business Analysis, Financial Reporting, Equity Research, Data Analysis, Business Strategy, Financial Markets, Due Diligence, Securities, Asset Management, Capital IQ, Microsoft Excel, Bloomberg Terminal, Customer Service, Finance, Financial Accounting, Quantitative Analytics, VBA, Public Speaking, Mutual Funds, Private Equity, Financial Statement..., Economics, Time Management
Education
The University of British Columbia 2008 — 2012
BComm, Finance, minor in Economics
Christin Zindrick Christin Zindrick's BMO Capital Markets Experience July 2007 - August 2009
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
Peter Sweeney Peter Sweeney's BMO Capital Markets Experience July 2011 - February 2015
Job AssetBacked Finance at Capital One Financial
Industry Financial Services
Experience
Capital One February 2015 - Present
BMO Capital Markets July 2011 - February 2015
BNY Mellon Asset Management June 2010 - August 2010
Geneva Trading April 2009 - August 2009
Howell Point Trading September 2007 - April 2009
Manhard Consulting July 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Due Diligence, Derivatives, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Equities, Bloomberg
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Economics, Econometrics and Statistics
University of Notre Dame 2002 — 2006
BS, Civil Engineering
Capital One February 2015 - Present
BMO Capital Markets July 2011 - February 2015
BNY Mellon Asset Management June 2010 - August 2010
Geneva Trading April 2009 - August 2009
Howell Point Trading September 2007 - April 2009
Manhard Consulting July 2006 - August 2007
Skills
Fixed Income, Financial Modeling, Due Diligence, Derivatives, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Equities, Bloomberg
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Economics, Econometrics and Statistics
University of Notre Dame 2002 — 2006
BS, Civil Engineering
Ilya Shteiman's BMO Capital Markets Experience August 2009 - February 2011
Job
Industry Computer Software
Experience
RBC Capital Markets April 2015 - Present
CHAMELEASOFTWARE April 2007 - Present
Ontario Teachers' Pension Plan May 2014 - January 2015
BMO Nesbitt Burns March 2013 - April 2014
Scotiabank August 2012 - February 2013
GMP Securities August 2011 - July 2012
eHealth Ontario March 2011 - August 2011
BMO Capital Markets August 2009 - February 2011
ITG Canada February 2007 - August 2009
Hewlett Packard March 2006 - February 2007
Skills
UML, SQL, Software Development, Business Analysis, Requirements Analysis, XML, Requirements Gathering, Oracle, SDLC, Integration, Sybase, Microsoft SQL Server, Java Enterprise Edition, PL/SQL, Databases, C#, Trading Systems, Data Modeling, Business Intelligence, Business Requirements, SOA, Java, Agile Methodologies, Enterprise Architecture, Unix, C++, Data Warehousing, ETL, Design Patterns, JavaScript, Software Project..., Fixed Income, Agile Project Management, Shell Scripting, JSP, JBoss Application Server, Derivatives, Project Management, Architecture, Solaris, Systems Analysis, Quality Assurance, Ant, EJB, Financial Markets, Capital Markets, IntelliMatch, SunGuard technologies, Charles River IMS
Education
Technion - Israel Institute of Technology
B.Sc, Engineering
RBC Capital Markets April 2015 - Present
CHAMELEASOFTWARE April 2007 - Present
Ontario Teachers' Pension Plan May 2014 - January 2015
BMO Nesbitt Burns March 2013 - April 2014
Scotiabank August 2012 - February 2013
GMP Securities August 2011 - July 2012
eHealth Ontario March 2011 - August 2011
BMO Capital Markets August 2009 - February 2011
ITG Canada February 2007 - August 2009
Hewlett Packard March 2006 - February 2007
Skills
UML, SQL, Software Development, Business Analysis, Requirements Analysis, XML, Requirements Gathering, Oracle, SDLC, Integration, Sybase, Microsoft SQL Server, Java Enterprise Edition, PL/SQL, Databases, C#, Trading Systems, Data Modeling, Business Intelligence, Business Requirements, SOA, Java, Agile Methodologies, Enterprise Architecture, Unix, C++, Data Warehousing, ETL, Design Patterns, JavaScript, Software Project..., Fixed Income, Agile Project Management, Shell Scripting, JSP, JBoss Application Server, Derivatives, Project Management, Architecture, Solaris, Systems Analysis, Quality Assurance, Ant, EJB, Financial Markets, Capital Markets, IntelliMatch, SunGuard technologies, Charles River IMS
Education
Technion - Israel Institute of Technology
B.Sc, Engineering
Ray Lacho's BMO Capital Markets Experience 1999 - 2002
Job Experienced Financial Analyst & Investment Professional
Industry Venture Capital & Private Equity
Experience
Artromick International October 2008 - October 2010
Landmark Communicatons Inc 2005 - 2007
BMO Capital Markets 1999 - 2002
Bank of Montreal 1993 - 1999
Skills
Valuation, Financial Modeling, Management System, Mergers, Due Diligence, Executive Management, Forecasting, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Finance, Investments, Analysis, Market Research, Financial Analysis, Start-ups
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
University of Toronto 1989 — 1994
BA
Artromick International October 2008 - October 2010
Landmark Communicatons Inc 2005 - 2007
BMO Capital Markets 1999 - 2002
Bank of Montreal 1993 - 1999
Skills
Valuation, Financial Modeling, Management System, Mergers, Due Diligence, Executive Management, Forecasting, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Finance, Investments, Analysis, Market Research, Financial Analysis, Start-ups
Education
The College of William and Mary - The Mason School of Business 2003 — 2005
MBA
University of Toronto 1989 — 1994
BA
Shateel Alam's BMO Capital Markets Experience 2010 - 2013
Job Equity Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2013 - Present
BMO Capital Markets 2010 - 2013
Kaufman Brothers 2007 - 2010
Booz Allen Hamilton 2006 - 2007
CGI Group 2002 - 2006
RSA The Security Division of EMC June 2001 - September 2001
Skills
Equity Research, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Emerging Trends, Financial Markets, Alternative Investments, Securities, Emerging Markets, Derivatives, Equity Valuation, IPO, Trading
Education
The Johns Hopkins University
B.A., Economics
Goldman Sachs 2013 - Present
BMO Capital Markets 2010 - 2013
Kaufman Brothers 2007 - 2010
Booz Allen Hamilton 2006 - 2007
CGI Group 2002 - 2006
RSA The Security Division of EMC June 2001 - September 2001
Skills
Equity Research, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Emerging Trends, Financial Markets, Alternative Investments, Securities, Emerging Markets, Derivatives, Equity Valuation, IPO, Trading
Education
The Johns Hopkins University
B.A., Economics
Jason Hajdik's BMO Capital Markets Experience September 2011 - September 2012
Job
Industry Financial Services
Experience
EnCap Investments LP September 2012 - Present
BMO Capital Markets September 2011 - September 2012
Madison Williams and Company May 2010 - September 2011
S&B Engineers and Constructors June 2004 - August 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Chemical Engineering
EnCap Investments LP September 2012 - Present
BMO Capital Markets September 2011 - September 2012
Madison Williams and Company May 2010 - September 2011
S&B Engineers and Constructors June 2004 - August 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Chemical Engineering
Neil Bouhan's BMO Capital Markets Experience April 2012 - Present
Job Vice President at BMO Capital Markets
Industry Research
Experience
BMO Capital Markets April 2012 - Present
Council on Foreign Relations January 2011 - April 2012
Johns Hopkins School of Advanced International Studies August 2008 - August 2010
DBRS June 2009 - September 2009
Korea Institute of Finance September 2006 - September 2007
Bianco Research, LLC 2003 - 2006
Skills
International Economics, International..., Qualitative Research, Politics, Due Diligence, Econometrics, Economics, Corporate Finance, Series 63, Fixed Income, Emerging Markets, Bloomberg
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, International Relations
The University of Chicago 1998 — 2002
AB, Economics
Liberty High School
BMO Capital Markets April 2012 - Present
Council on Foreign Relations January 2011 - April 2012
Johns Hopkins School of Advanced International Studies August 2008 - August 2010
DBRS June 2009 - September 2009
Korea Institute of Finance September 2006 - September 2007
Bianco Research, LLC 2003 - 2006
Skills
International Economics, International..., Qualitative Research, Politics, Due Diligence, Econometrics, Economics, Corporate Finance, Series 63, Fixed Income, Emerging Markets, Bloomberg
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
MA, International Relations
The University of Chicago 1998 — 2002
AB, Economics
Liberty High School
Patrick Hudson's BMO Capital Markets Experience October 2010 - Present
Job VP Equity Derivatives
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
Miller Tabak 2004 - September 2010
Skills
Derivatives, Options, Risk Management
Education
The George Washington University 2000 — 2004
Gulliver Preparatory
BMO Capital Markets October 2010 - Present
Miller Tabak 2004 - September 2010
Skills
Derivatives, Options, Risk Management
Education
The George Washington University 2000 — 2004
Gulliver Preparatory
Osayuware (Tina) Enagbare, SPHR's BMO Capital Markets Experience July 2010 - September 2012
Job Sr. Director of Talent at Peer Health Exchange
Industry Nonprofit Organization Management
Experience
Peer Health Exchange November 2014 - Present
Education Pioneers September 2012 - September 2014
National Association of African Americans in Human Resources December 2010 - December 2012
BMO Capital Markets July 2010 - September 2012
Metropolitan Board of the Chicago Urban League July 2010 - July 2011
Towers Watson September 2008 - January 2010
Blue Cross Blue Shield May 2008 - September 2008
Aon Corporation July 2006 - February 2008
Temple University September 2003 - December 2005
WHYY July 2005 - August 2005
Skills
Project & Program..., Strategic Communications, Logistics Management, Strategy Development, Event Planning &..., Social Media, Human Resources, Management, Event Planning, Program Management, Strategy, Performance Management, Employee Relations, Recruiting, Talent Management, Deferred Compensation, Onboarding, Public Speaking, Project Planning, Training, Team Building, Interviews, Staff Development, Employee Training, Leadership, Succession Planning, Talent Acquisition, Fundraising, Project Management, Strategic Planning, Process Improvement, Vendor Management, Cross-functional Team..., Organizational..., Leadership Development, Consulting
Education
Temple University - Fox School of Business and Management 2002 — 2006
B.B.A., International Business & Human Resources Administration
Peer Health Exchange November 2014 - Present
Education Pioneers September 2012 - September 2014
National Association of African Americans in Human Resources December 2010 - December 2012
BMO Capital Markets July 2010 - September 2012
Metropolitan Board of the Chicago Urban League July 2010 - July 2011
Towers Watson September 2008 - January 2010
Blue Cross Blue Shield May 2008 - September 2008
Aon Corporation July 2006 - February 2008
Temple University September 2003 - December 2005
WHYY July 2005 - August 2005
Skills
Project & Program..., Strategic Communications, Logistics Management, Strategy Development, Event Planning &..., Social Media, Human Resources, Management, Event Planning, Program Management, Strategy, Performance Management, Employee Relations, Recruiting, Talent Management, Deferred Compensation, Onboarding, Public Speaking, Project Planning, Training, Team Building, Interviews, Staff Development, Employee Training, Leadership, Succession Planning, Talent Acquisition, Fundraising, Project Management, Strategic Planning, Process Improvement, Vendor Management, Cross-functional Team..., Organizational..., Leadership Development, Consulting
Education
Temple University - Fox School of Business and Management 2002 — 2006
B.B.A., International Business & Human Resources Administration
Perry Duronio's BMO Capital Markets Experience August 2006 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2006 - Present
Petrie Parkman & Co. August 2001 - July 2005
Education
State University of New York at Buffalo - School of Management 1997 — 2001
BMO Capital Markets August 2006 - Present
Petrie Parkman & Co. August 2001 - July 2005
Education
State University of New York at Buffalo - School of Management 1997 — 2001
Sam Cross, CFA's BMO Capital Markets Experience October 2005 - Present
Job Director, Industrials Coverage at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2005 - Present
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, LBO, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Valuation, Investments, Due Diligence, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
The College of William and Mary 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
BMO Capital Markets October 2005 - Present
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, LBO, Venture Capital, Corporate Finance, Corporate Development, Private Equity, Valuation, Investments, Due Diligence, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
Master of Business Administration (MBA), Accounting and Finance
The College of William and Mary 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Dan Gresla's BMO Capital Markets Experience January 2001 - August 2005
Job Senior Vice President and Market Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2013 - December 2014
Associated Bank May 2011 - February 2013
Credit Suisse 2005 - 2010
BMO Capital Markets January 2001 - August 2005
Harris Bank July 1984 - January 2001
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting and Finance
Regions Financial Corporation June 2013 - December 2014
Associated Bank May 2011 - February 2013
Credit Suisse 2005 - 2010
BMO Capital Markets January 2001 - August 2005
Harris Bank July 1984 - January 2001
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1980 — 1984
BBA, Accounting and Finance
Brandon White's BMO Capital Markets Experience July 2010 - August 2013
Job Leucadia National Corporation
Industry Venture Capital & Private Equity
Experience
Leucadia National Corporation January 2014 - Present
Jefferies Capital Partners August 2013 - Present
EagleRidge Energy, LLC August 2013 - Present
Vitesse Oil August 2013 - Present
Patara Oil & Gas August 2013 - Present
BMO Capital Markets July 2010 - August 2013
BMO Capital Markets February 2007 - July 2010
Skills
Due Diligence, Corporate Finance, Investment Banking, Equity Research, Private Equity, Bloomberg, Financial Modeling, Valuation, Capital Markets, Microsoft Excel, Energy, Equities, DCF, Investments, LBO
Education
The University of Texas at Austin 2002 — 2006
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Leucadia National Corporation January 2014 - Present
Jefferies Capital Partners August 2013 - Present
EagleRidge Energy, LLC August 2013 - Present
Vitesse Oil August 2013 - Present
Patara Oil & Gas August 2013 - Present
BMO Capital Markets July 2010 - August 2013
BMO Capital Markets February 2007 - July 2010
Skills
Due Diligence, Corporate Finance, Investment Banking, Equity Research, Private Equity, Bloomberg, Financial Modeling, Valuation, Capital Markets, Microsoft Excel, Energy, Equities, DCF, Investments, LBO
Education
The University of Texas at Austin 2002 — 2006
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Finance
Charlie Piermarini's BMO Capital Markets Experience CEOHarrisdirect2004 - 2005
Job Retired
Industry Financial Services
Experience
BMO Capital Markets CEOHarrisdirect2004 - 2005
Skills
Series 63, Financial Risk, Relationship Management, Investment Strategies, Capital Markets, Fixed Income, Securities, Mutual Funds, Corporate Finance, Equities, Derivatives, Mergers & Acquisitions, Investment Banking, Hedge Funds, Structured Finance, Asset Management, Electronic Trading, Series 7, Business Analysis, Risk Management, Financial Analysis, Valuation, Investments, Commercial Banking, Venture Capital, Bonds, Portfolio Management, Growth Capital, Credit, Treasury Management, Commercial Lending, Financial Services, FINRA, Financial Modeling, Trading, Commodity, Credit Risk, Wealth Management, Strategy, Credit Analysis, Alternative Investments, Cash Management, Banking, Trading Systems, FX Options, Financial Markets, Private Equity, Bloomberg, Financial Structuring, Options
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance, marketing
Washington University in St. Louis 1976 — 1979
BMO Capital Markets CEOHarrisdirect2004 - 2005
Skills
Series 63, Financial Risk, Relationship Management, Investment Strategies, Capital Markets, Fixed Income, Securities, Mutual Funds, Corporate Finance, Equities, Derivatives, Mergers & Acquisitions, Investment Banking, Hedge Funds, Structured Finance, Asset Management, Electronic Trading, Series 7, Business Analysis, Risk Management, Financial Analysis, Valuation, Investments, Commercial Banking, Venture Capital, Bonds, Portfolio Management, Growth Capital, Credit, Treasury Management, Commercial Lending, Financial Services, FINRA, Financial Modeling, Trading, Commodity, Credit Risk, Wealth Management, Strategy, Credit Analysis, Alternative Investments, Cash Management, Banking, Trading Systems, FX Options, Financial Markets, Private Equity, Bloomberg, Financial Structuring, Options
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance, marketing
Washington University in St. Louis 1976 — 1979
Karen Klapper's BMO Capital Markets Experience 1993 - 2003
Job Senior Analyst at CreditSights
Industry Financial Services
Experience
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
CreditSights January 2010 - Present
Harcourt Capital Group March 2009 - May 2009
Centerline September 2007 - November 2008
INVESCO 2005 - 2007
Prudential Financial September 2003 - May 2005
BMO Capital Markets 1993 - 2003
Bank of Montreal 1991 - 1993
Skills
Structured Finance, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, High Yield, Investments, Credit, Mergers & Acquisitions, Credit Analysis, Trading, Loans, Leveraged Finance, Finance
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
BS, Accounting / Finance
Spencer DePree's BMO Capital Markets Experience August 2010 - Present
Job Vice President at BMO Capital Markets, Food, Consumer and Retail
Industry Investment Banking
Experience
BMO Capital Markets August 2010 - Present
University of Chicago September 2008 - June 2010
LaSalle Capital Group June 2009 - December 2009
Booth Creek January 2006 - July 2008
Skills
Valuation, Private Equity, Financial Analysis, Due Diligence, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Corporate Finance, Portfolio Management, Mergers
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting and Finance
Vanderbilt University 2001 — 2004
BA, Economics and History
BMO Capital Markets August 2010 - Present
University of Chicago September 2008 - June 2010
LaSalle Capital Group June 2009 - December 2009
Booth Creek January 2006 - July 2008
Skills
Valuation, Private Equity, Financial Analysis, Due Diligence, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Corporate Finance, Portfolio Management, Mergers
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Accounting and Finance
Vanderbilt University 2001 — 2004
BA, Economics and History
Dave Donofrio's BMO Capital Markets Experience 2004 - 2006
Job Director at RBS
Industry Investment Banking
Experience
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
RBS Securities Inc. / The Royal Bank of Scotland March 2006 - Present
BMO Capital Markets 2004 - 2006
Citigroup July 1997 - January 2004
Banc of America Securities 1995 - 1997
First Chicago 1988 - 1991
Skills
Capital Markets, Structured Finance, Financial Modeling, Securitization, Corporate Finance, Investment Banking, ABS, Structured Products, Investments, Banking, Fixed Income, Financial Analysis, Portfolio Management, Financial Structuring, Valuation, Operational Risk..., Hedging, Derivatives, Private Equity, Securities, Credit Risk, Hedge Funds, Credit
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General
Nick Abbott's BMO Capital Markets Experience August 2011 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Wells Fargo Securities September 2015 - Present
BMO Capital Markets August 2011 - Present
Baclays Capital September 2008 - November 2011
Lehman Brothers September 2002 - September 2008
Amgen/Immunex 1993 - 2003
Immunex 1993 - 2002
British Biotechnology 1986 - 1993
Skills
Business Strategy, Biotechnology, Pharmaceutical Industry, Due Diligence, Business Intelligence, Mergers & Acquisitions, Data Analysis, Lifesciences, Project Management, Cross-functional Team..., Strategic Planning, Valuation, Equities, Business Development, Market Research, Financial Modeling, Corporate Development, Emerging Markets, Strategy, Data Management
Education
University of Aberdeen 1983 — 1986
PhD, Microbiology
The University of Salford 1980 — 1983
BSc, Botany, Zoology
Justin Hoogendoorn's BMO Capital Markets Experience October 2003 - Present
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2003 - Present
Northern Trust 1996 - 2003
Education
The University of Chicago Booth School of Business
BMO Capital Markets October 2003 - Present
Northern Trust 1996 - 2003
Education
The University of Chicago Booth School of Business
Martha Durdin's BMO Capital Markets Experience 2000 - 2007
Job President and CEO at Credit Union Central of Canada
Industry Banking
Experience
Credit Union Central of Canada June 2014 - Present
Royal Ontario Museum February 2013 - Present
Navigator Ltd 2008 - Present
Writers'Trust of Canada November 2009 - Present
Ontario Cultural Attractions Fund Board 2006 - Present
Ontario Arts Council April 2006 - February 2015
Royal Ontario Museum May 2013 - December 2013
Runnymede Health Care Centre 2008 - November 2013
Business for the Arts 1995 - September 2013
BMO Capital Markets 2000 - 2007
Education
University of Toronto - Rotman School of Management 2007 — 2008
ICD.D, Institute of Corporate Directors
The London School of Economics and Political Science (LSE) 1985 — 1986
MSc, Public Policy
Western University
Hon B.A., Political Science
Charlebois High School
Credit Union Central of Canada June 2014 - Present
Royal Ontario Museum February 2013 - Present
Navigator Ltd 2008 - Present
Writers'Trust of Canada November 2009 - Present
Ontario Cultural Attractions Fund Board 2006 - Present
Ontario Arts Council April 2006 - February 2015
Royal Ontario Museum May 2013 - December 2013
Runnymede Health Care Centre 2008 - November 2013
Business for the Arts 1995 - September 2013
BMO Capital Markets 2000 - 2007
Education
University of Toronto - Rotman School of Management 2007 — 2008
ICD.D, Institute of Corporate Directors
The London School of Economics and Political Science (LSE) 1985 — 1986
MSc, Public Policy
Western University
Hon B.A., Political Science
Charlebois High School
Andy Kellogg's BMO Capital Markets Experience July 2007 - August 2010
Job Corporate Finance and Capital Markets Manager at Telephone and Data Systems, Inc
Industry Telecommunications
Experience
SunCoke Energy December 2014 - Present
Telephone and Data Systems, Inc August 2013 - December 2014
Telephone and Data Systems, Inc 2010 - August 2013
BMO Capital Markets July 2007 - August 2010
Caterpillar Financial May 2006 - August 2006
Skills
Capital Markets, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
Finance / Accounting, Finance, Accouting, Management Strategy
University of Iowa 2003 — 2007
Finance
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
SunCoke Energy December 2014 - Present
Telephone and Data Systems, Inc August 2013 - December 2014
Telephone and Data Systems, Inc 2010 - August 2013
BMO Capital Markets July 2007 - August 2010
Caterpillar Financial May 2006 - August 2006
Skills
Capital Markets, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
Finance / Accounting, Finance, Accouting, Management Strategy
University of Iowa 2003 — 2007
Finance
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
Jacob Garfield's BMO Capital Markets Experience July 2011 - December 2012
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Citadel LLC January 2013 - Present
BMO Capital Markets July 2011 - December 2012
Sterling Partners July 2010 - August 2010
PEAK6 Investments LP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers, Private Equity, Corporate Finance, Due Diligence, Data Analysis, Business Strategy, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Equity Research, Capital Markets, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Citadel LLC January 2013 - Present
BMO Capital Markets July 2011 - December 2012
Sterling Partners July 2010 - August 2010
PEAK6 Investments LP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers, Private Equity, Corporate Finance, Due Diligence, Data Analysis, Business Strategy, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Equity Research, Capital Markets, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Andrew Kanfer's BMO Capital Markets Experience 2000 - 2009
Job Director at PwC Corporate Finance LLC
Industry Investment Banking
Experience
PwC Corporate Finance LLC May 2010 - Present
BMO Capital Markets 2000 - 2009
LaSalle Bank / ABN AMRO 1992 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Strategy
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance, Real Estate
PwC Corporate Finance LLC May 2010 - Present
BMO Capital Markets 2000 - 2009
LaSalle Bank / ABN AMRO 1992 - 1998
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Strategy
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance, Real Estate
Jeremy Kaber's BMO Capital Markets Experience July 2005 - June 2009
Job Vice President Global Markets @ RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
Dave Piotrowski's BMO Capital Markets Experience December 2003 - May 2008
Job Managing Director at Waterford Capital, Inc.
Industry Investment Banking
Experience
Waterford Capital, Inc. May 2010 - Present
Double Eagle Advisors, LLC June 2008 - Present
BMO Capital Markets December 2003 - May 2008
RBC Dain Rauscher March 2000 - December 2003
Banc One Capital Markets, Inc. January 1999 - March 2000
Banc One Capital Partners August 1997 - January 1999
Jayhawk Acceptance Corporation January 1996 - July 1997
NationsBank June 1994 - December 1995
Skills
Fundamental Analysis, Valuation, Due Diligence, Portfolio Management, Structured Finance, Corporate Finance, Equities, Derivatives, Mortgage Lending, Mergers & Acquisitions, Cash Flow, Investment Banking, Capital Markets, Loans, Securitization, Credit, Trading, Commercial Mortgages, Private Placements, ABS, Finance, Fixed Income, Analytics, Financial Institutions, Financial Analysis, Funding, Securities, Bonds, Cash Flow Forecasting, Financial Modeling, Alternative Investments, Cash Management, Hedge Funds, Real Estate
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1994
BBA, Finance
Waterford Capital, Inc. May 2010 - Present
Double Eagle Advisors, LLC June 2008 - Present
BMO Capital Markets December 2003 - May 2008
RBC Dain Rauscher March 2000 - December 2003
Banc One Capital Markets, Inc. January 1999 - March 2000
Banc One Capital Partners August 1997 - January 1999
Jayhawk Acceptance Corporation January 1996 - July 1997
NationsBank June 1994 - December 1995
Skills
Fundamental Analysis, Valuation, Due Diligence, Portfolio Management, Structured Finance, Corporate Finance, Equities, Derivatives, Mortgage Lending, Mergers & Acquisitions, Cash Flow, Investment Banking, Capital Markets, Loans, Securitization, Credit, Trading, Commercial Mortgages, Private Placements, ABS, Finance, Fixed Income, Analytics, Financial Institutions, Financial Analysis, Funding, Securities, Bonds, Cash Flow Forecasting, Financial Modeling, Alternative Investments, Cash Management, Hedge Funds, Real Estate
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1994
BBA, Finance
Jason Micheletto's BMO Capital Markets Experience 2003 - 2006
Job Principal at Javelin Capital, LLC
Industry Banking
Experience
Javelin Capital, LLC July 2011 - Present
CU Revest LLC July 2009 - February 2015
PBL Capital August 2006 - June 2009
BMO Capital Markets 2003 - 2006
Royal Bank of Canada 2000 - 2003
Skills
Credit Risk, Valuation, Capital Markets, Structured Finance, Portfolio Management, Fixed Income, Investment Banking, Corporate Finance, Credit Analysis, Securitization, Financial Modeling, Private Equity, Financial Analysis, Banking, Credit, Due Diligence
Education
Texas Christian University 1993 — 1996
BS, Economics
Texas Christian University 1993 — 1996
Bachelor of Science (B.S.), Economics
Javelin Capital, LLC July 2011 - Present
CU Revest LLC July 2009 - February 2015
PBL Capital August 2006 - June 2009
BMO Capital Markets 2003 - 2006
Royal Bank of Canada 2000 - 2003
Skills
Credit Risk, Valuation, Capital Markets, Structured Finance, Portfolio Management, Fixed Income, Investment Banking, Corporate Finance, Credit Analysis, Securitization, Financial Modeling, Private Equity, Financial Analysis, Banking, Credit, Due Diligence
Education
Texas Christian University 1993 — 1996
BS, Economics
Texas Christian University 1993 — 1996
Bachelor of Science (B.S.), Economics
Joe Pietrzak's BMO Capital Markets Experience December 2013 - June 2015
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Capital Markets
Experience
BMO Capital Markets December 2013 - June 2015
Credit Suisse January 2009 - November 2013
Goldman Sachs June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2008
B.A., Economics
BMO Capital Markets December 2013 - June 2015
Credit Suisse January 2009 - November 2013
Goldman Sachs June 2008 - August 2008
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2005 — 2008
B.A., Economics
Guy Amato's BMO Capital Markets Experience January 1985 - Present
Job managing director at BMO CAPITAL MARKETS
Industry Banking
Experience
BMO Capital Markets January 1985 - Present
Skills
Project Finance, Mergers, Real Estate, Origination, Structured Finance, Loan Origination, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
The University of British Columbia / UBC 1981 — 1983
mba
University of Toronto - University of St. Michael's College 1977 — 1981
BA, Economics
BMO Capital Markets January 1985 - Present
Skills
Project Finance, Mergers, Real Estate, Origination, Structured Finance, Loan Origination, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Capital Markets
Education
The University of British Columbia / UBC 1981 — 1983
mba
University of Toronto - University of St. Michael's College 1977 — 1981
BA, Economics
Pete Boukouzis's BMO Capital Markets Experience August 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2009 - Present
Rothschild October 2001 - August 2009
UBS Investment Bank 1998 - 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Economics and Finance
University of Illinois at Urbana-Champaign
B.S., Chemical Engineering
BMO Capital Markets August 2009 - Present
Rothschild October 2001 - August 2009
UBS Investment Bank 1998 - 2000
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Accounting, Economics and Finance
University of Illinois at Urbana-Champaign
B.S., Chemical Engineering
Sam Fenwick's BMO Capital Markets Experience May 2010 - August 2011
Job Finance and Business Development
Industry Oil & Energy
Experience
Three Rivers Operating Company September 2011 - Present
BMO Capital Markets May 2010 - August 2011
PricewaterhouseCoopers January 2009 - March 2009
Hines June 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Petroleum, Microsoft Excel, Financial Reporting, Mergers, Investments, Accounting, Energy, Data Analysis, Project Management, Due Diligence, Private Equity, Investment Banking, Banking, Process Improvement
Education
The University of Texas at Austin 2006 — 2010
Master's degree, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelors & Masters, Accounting
Three Rivers Operating Company September 2011 - Present
BMO Capital Markets May 2010 - August 2011
PricewaterhouseCoopers January 2009 - March 2009
Hines June 2008 - August 2008
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Petroleum, Microsoft Excel, Financial Reporting, Mergers, Investments, Accounting, Energy, Data Analysis, Project Management, Due Diligence, Private Equity, Investment Banking, Banking, Process Improvement
Education
The University of Texas at Austin 2006 — 2010
Master's degree, Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelors & Masters, Accounting
Yicent Chen's BMO Capital Markets Experience August 2014 - Present
Job Model Vetting Specialist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
TD Securities October 2013 - July 2014
TD Securities November 2012 - October 2013
SFU Beedie School of Business - Simon Fraser University August 2012 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
TP Systems Ltd. May 2010 - December 2011
TP Systems Ltd. August 2009 - April 2010
UBC Mathematics Department - University of British Columbia January 2008 - April 2009
IBM Canada Ltd. September 2006 - April 2007
Education
Simon Fraser University 2011 — 2012
Master of Science (M.Sc.), Finance
The University of British Columbia / UBC 2003 — 2009
Bachelor of Science (B.Sc.), Computer Science with a double minor in Mathematics and Commerce
BMO Capital Markets August 2014 - Present
TD Securities October 2013 - July 2014
TD Securities November 2012 - October 2013
SFU Beedie School of Business - Simon Fraser University August 2012 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
SFU Student Investment Advisory Service (SIAS Fund) September 2011 - October 2012
TP Systems Ltd. May 2010 - December 2011
TP Systems Ltd. August 2009 - April 2010
UBC Mathematics Department - University of British Columbia January 2008 - April 2009
IBM Canada Ltd. September 2006 - April 2007
Education
Simon Fraser University 2011 — 2012
Master of Science (M.Sc.), Finance
The University of British Columbia / UBC 2003 — 2009
Bachelor of Science (B.Sc.), Computer Science with a double minor in Mathematics and Commerce
Matt Bowden's BMO Capital Markets Experience 2006 - 2008
Job AAM
Industry Investment Management
Experience
Southwest September 2012 - Present
Vining Sparks, IBG April 2009 - May 2011
BMO Capital Markets 2006 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Financial Modeling, Investments, Securities, Equities, Financial Analysis, Sales, Series 7, Strategic Planning, Portfolio Management, Risk Management
Education
The University of Memphis 2001 — 2005
2005, Business
Southwest September 2012 - Present
Vining Sparks, IBG April 2009 - May 2011
BMO Capital Markets 2006 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Financial Modeling, Investments, Securities, Equities, Financial Analysis, Sales, Series 7, Strategic Planning, Portfolio Management, Risk Management
Education
The University of Memphis 2001 — 2005
2005, Business
Meaghan Mooney's BMO Capital Markets Experience July 2011 - January 2013
Job Relationship ManagerSpecial Assets Management Unit
Industry Banking
Experience
BMO Harris Bank March 2014 - Present
BMO Harris Bank January 2013 - Present
BMO Capital Markets July 2011 - January 2013
BMO Capital Markets July 2008 - July 2011
Skills
Food, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Bloomberg, Credit Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Economics, Management, Entrepenuership
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor, Finance, Italian
BMO Harris Bank March 2014 - Present
BMO Harris Bank January 2013 - Present
BMO Capital Markets July 2011 - January 2013
BMO Capital Markets July 2008 - July 2011
Skills
Food, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Bloomberg, Credit Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Economics, Management, Entrepenuership
University of Notre Dame - Mendoza College of Business 2004 — 2008
Bachelor, Finance, Italian
Michael Nespola, CFA's BMO Capital Markets Experience September 2012 - October 2014
Job Associate
Industry Financial Services
Experience
CIFC Asset Management November 2014 - Present
BMO Capital Markets September 2012 - October 2014
Cambridge Associates January 2012 - September 2012
Cambridge Associates August 2008 - December 2011
Smith Barney 2007 - 2008
Education
Stonehill College 2004 — 2008
B.A., Economics
CIFC Asset Management November 2014 - Present
BMO Capital Markets September 2012 - October 2014
Cambridge Associates January 2012 - September 2012
Cambridge Associates August 2008 - December 2011
Smith Barney 2007 - 2008
Education
Stonehill College 2004 — 2008
B.A., Economics
Sean MacKenzie's BMO Capital Markets Experience 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2009 - Present
RBC Capital Markets 2001 - 2009
CollectiveBid Systems 2000 - 2001
OptiMark 1998 - 2000
Dow Jones Telerate 1995 - 1998
FinancialCAD 1994 - 1995
Skills
Electronic Trading, Trading System, Direct Market Access, Trading Systems, Equity Trading, Prime Brokerage, Proprietary Trading, Market Data, Equity Derivatives, Trading Strategies, Equities, Traders, Capital Markets, Options, Derivatives
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
University of Victoria
BA, Russian, History
BMO Capital Markets 2009 - Present
RBC Capital Markets 2001 - 2009
CollectiveBid Systems 2000 - 2001
OptiMark 1998 - 2000
Dow Jones Telerate 1995 - 1998
FinancialCAD 1994 - 1995
Skills
Electronic Trading, Trading System, Direct Market Access, Trading Systems, Equity Trading, Prime Brokerage, Proprietary Trading, Market Data, Equity Derivatives, Trading Strategies, Equities, Traders, Capital Markets, Options, Derivatives
Education
The University of British Columbia 1992 — 1994
MBA, Finance, Marketing
University of Victoria
BA, Russian, History
Clinton Kripki's BMO Capital Markets Experience October 1996 - December 1999
Job Weather Mitigation Sales at eWeatherRisk
Industry Financial Services
Experience
eWeatherRisk, Inc. September 2014 - Present
Emerald Aquaponic Farm June 2013 - Present
Sand Creek Farm May 2012 - June 2013
Mercury Weather LLC December 2010 - May 2012
Choice Environmental LLC October 2008 - January 2011
Marex Spectron 2004 - 2008
GFI Group April 2001 - June 2004
OM Technology January 2000 - April 2001
BMO Capital Markets October 1996 - December 1999
Skills
Management, Process Improvement, Mergers & Acquisitions, Marketing Strategy, Energy, Environmental Awareness, New Business Development, Business Development, Business Strategy, Strategy, Risk Management, Negotiation, Leadership, Entrepreneurship, Trading, Strategic Planning, Social Media Marketing, Marketing, Derivatives
Education
The London School of Economics and Political Science (LSE) 1993 — 1995
M.Sc., Philosophy of Economics
Universtiy Of Saskatchewan 1988 — 1993
B.A. Double Honours, Economics and Philosophy
eWeatherRisk, Inc. September 2014 - Present
Emerald Aquaponic Farm June 2013 - Present
Sand Creek Farm May 2012 - June 2013
Mercury Weather LLC December 2010 - May 2012
Choice Environmental LLC October 2008 - January 2011
Marex Spectron 2004 - 2008
GFI Group April 2001 - June 2004
OM Technology January 2000 - April 2001
BMO Capital Markets October 1996 - December 1999
Skills
Management, Process Improvement, Mergers & Acquisitions, Marketing Strategy, Energy, Environmental Awareness, New Business Development, Business Development, Business Strategy, Strategy, Risk Management, Negotiation, Leadership, Entrepreneurship, Trading, Strategic Planning, Social Media Marketing, Marketing, Derivatives
Education
The London School of Economics and Political Science (LSE) 1993 — 1995
M.Sc., Philosophy of Economics
Universtiy Of Saskatchewan 1988 — 1993
B.A. Double Honours, Economics and Philosophy
P.J. Constantinides's BMO Capital Markets Experience December 2012 - November 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs November 2014 - Present
BMO Capital Markets December 2012 - November 2014
ThinkEquity LLC June 2012 - December 2012
Education
Trinity College-Hartford 2008 — 2012
BA: Economics & Student-designed Major in Human Behavior and Decision Theory, Fields of Study: Economics / Psychology
Tuck School of Business at Dartmouth
Business Bridge Program (Summer 2010)
University College London, U. of London
Affiliate Student (Fall 2010)
Goldman Sachs November 2014 - Present
BMO Capital Markets December 2012 - November 2014
ThinkEquity LLC June 2012 - December 2012
Education
Trinity College-Hartford 2008 — 2012
BA: Economics & Student-designed Major in Human Behavior and Decision Theory, Fields of Study: Economics / Psychology
Tuck School of Business at Dartmouth
Business Bridge Program (Summer 2010)
University College London, U. of London
Affiliate Student (Fall 2010)
Andre Garrett's BMO Capital Markets Experience March 2006 - December 2008
Job Risk and Compliance Manager
Industry Financial Services
Experience
Protiviti January 2009 - October 2014
BMO Capital Markets March 2006 - December 2008
Skills
Credit Risk, Financial Analysis, Financial Risk, Financial Services, Risk Management, Basel II, Accounting, Data Analysis, Financial Modeling, Business Valuation, Valuation, Investment Banking, Corporate Finance, Credit Analysis, Due Diligence, Enterprise Risk..., Portfolio Management, Business Process...
Education
Texas Tech University - Rawls College of Business 1998 — 2003
BBA, International Business and Finance
Protiviti January 2009 - October 2014
BMO Capital Markets March 2006 - December 2008
Skills
Credit Risk, Financial Analysis, Financial Risk, Financial Services, Risk Management, Basel II, Accounting, Data Analysis, Financial Modeling, Business Valuation, Valuation, Investment Banking, Corporate Finance, Credit Analysis, Due Diligence, Enterprise Risk..., Portfolio Management, Business Process...
Education
Texas Tech University - Rawls College of Business 1998 — 2003
BBA, International Business and Finance
Lydia Kuo's BMO Capital Markets Experience 2003 - 2008
Job Senior Associate Brand Manager, RITZ Crackers at Mondelēz International
Industry Marketing and Advertising
Experience
Mondelēz International March 2013 - Present
Kraft Foods June 2011 - February 2013
Sprout Organic Baby Food July 2010 - September 2010
Boehringer Ingelheim Pharmaceuticals June 2009 - August 2009
BMO Capital Markets 2003 - 2008
Deutsche Bank 2001 - 2003
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, Marketing, Strategy
Clements High School
The University of Texas at Austin
BBA, Business Honors Program, Finance and Accounting
Mondelēz International March 2013 - Present
Kraft Foods June 2011 - February 2013
Sprout Organic Baby Food July 2010 - September 2010
Boehringer Ingelheim Pharmaceuticals June 2009 - August 2009
BMO Capital Markets 2003 - 2008
Deutsche Bank 2001 - 2003
Education
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, Marketing, Strategy
Clements High School
The University of Texas at Austin
BBA, Business Honors Program, Finance and Accounting
Gregory Lim's BMO Capital Markets Experience July 2014 - June 2015
Job Investment Banking Associate at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
BMO Capital Markets July 2014 - June 2015
University of Chicago Office of Investments June 2012 - June 2014
University of Chicago Office of Investments June 2011 - June 2012
University of Chicago Office of Investments July 2010 - June 2011
Skills
Investments, Portfolio Management, Corporate Finance, Private Equity, Emerging Markets, Investment Banking
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2010
BBA, Finance
Barclays June 2015 - Present
BMO Capital Markets July 2014 - June 2015
University of Chicago Office of Investments June 2012 - June 2014
University of Chicago Office of Investments June 2011 - June 2012
University of Chicago Office of Investments July 2010 - June 2011
Skills
Investments, Portfolio Management, Corporate Finance, Private Equity, Emerging Markets, Investment Banking
Education
The University of Chicago Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2010
BBA, Finance
Neil Pritz's BMO Capital Markets Experience March 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2009 - Present
Banc of America Capital Markets March 2002 - March 2009
Skills
Investment Banking, Financial Modeling, Fixed Income, Valuation, Capital Markets, Bonds, Equities, Securities, Financial Structuring, Structured Finance, Derivatives, Financial Services, Private Equity, Bloomberg, Public Finance, Structured Products, Hedge Funds, Securitization, Series 7, Interest Rate..., Alternative Investments
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, General
BMO Capital Markets March 2009 - Present
Banc of America Capital Markets March 2002 - March 2009
Skills
Investment Banking, Financial Modeling, Fixed Income, Valuation, Capital Markets, Bonds, Equities, Securities, Financial Structuring, Structured Finance, Derivatives, Financial Services, Private Equity, Bloomberg, Public Finance, Structured Products, Hedge Funds, Securitization, Series 7, Interest Rate..., Alternative Investments
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance, General
Craig Munro's BMO Capital Markets Experience Managing DirectorBank of America1994 - 2001
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets Managing DirectorBank of America1994 - 2001
Continental Bank 1982 - 1994
Education
The University of Chicago Booth School of Business 1984 — 1987
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1980 — 1982
BS, Finance
BMO Capital Markets Managing DirectorBank of America1994 - 2001
Continental Bank 1982 - 1994
Education
The University of Chicago Booth School of Business 1984 — 1987
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1980 — 1982
BS, Finance
Lauren Lannefeld's BMO Capital Markets Experience December 2014 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets December 2010 - December 2014
BMO Capital Markets August 2009 - December 2010
BMO Capital Markets July 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management, Economics, International Business
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Investment and Banking
BMO Capital Markets December 2014 - Present
BMO Capital Markets December 2010 - December 2014
BMO Capital Markets August 2009 - December 2010
BMO Capital Markets July 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management, Economics, International Business
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Investment and Banking
Justin LaPoten's BMO Capital Markets Experience February 2012 - October 2013
Job BADR Investments
Industry Venture Capital & Private Equity
Experience
BADR Investments March 2015 - Present
KeyBanc Capital Markets October 2013 - March 2015
BMO Capital Markets February 2012 - October 2013
Bank of America Merrill Lynch 2011 - February 2012
Natural Gas Partners January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Valuation, Private Equity, Investment Banking, Energy, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Financial Analysis, LBO, Investments, Mergers & Acquisitions, Venture Capital, DCF, Hedge Funds, Portfolio Management, Capital IQ, Fixed Income
Education
Texas Christian University 2007 — 2011
BBA, Finance, Energy
BADR Investments March 2015 - Present
KeyBanc Capital Markets October 2013 - March 2015
BMO Capital Markets February 2012 - October 2013
Bank of America Merrill Lynch 2011 - February 2012
Natural Gas Partners January 2011 - April 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Valuation, Private Equity, Investment Banking, Energy, Financial Modeling, Corporate Finance, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Financial Analysis, LBO, Investments, Mergers & Acquisitions, Venture Capital, DCF, Hedge Funds, Portfolio Management, Capital IQ, Fixed Income
Education
Texas Christian University 2007 — 2011
BBA, Finance, Energy
Simon Liu, CFA's BMO Capital Markets Experience October 2007 - April 2008
Job Senior Analyst at HOOPP (Healthcare of Ontario Pension Plan)
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP October 2011 - March 2013
HOOPP January 2011 - October 2011
HOOPP April 2010 - January 2011
HOOPP April 2009 - April 2010
HOOPP April 2008 - April 2009
BMO Capital Markets October 2007 - April 2008
TD Waterhouse September 2006 - October 2007
Skills
Derivatives, Financial Risk, Securities, Bloomberg, Fixed Income, Collateral Management, Trading Systems, Market Risk, Equity Derivatives, Equities, Bloomberg Terminal, Capital Markets, FX Options, Mutual Funds, Swaps, Options, Credit Derivatives, Finance, Investments, Bonds, Equity Research, Hedge Funds
Education
York University - Schulich School of Business 2002 — 2006
ibba, finance
The University of Hong Kong 2005 — 2005
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP October 2011 - March 2013
HOOPP January 2011 - October 2011
HOOPP April 2010 - January 2011
HOOPP April 2009 - April 2010
HOOPP April 2008 - April 2009
BMO Capital Markets October 2007 - April 2008
TD Waterhouse September 2006 - October 2007
Skills
Derivatives, Financial Risk, Securities, Bloomberg, Fixed Income, Collateral Management, Trading Systems, Market Risk, Equity Derivatives, Equities, Bloomberg Terminal, Capital Markets, FX Options, Mutual Funds, Swaps, Options, Credit Derivatives, Finance, Investments, Bonds, Equity Research, Hedge Funds
Education
York University - Schulich School of Business 2002 — 2006
ibba, finance
The University of Hong Kong 2005 — 2005
Chris Overmyer's BMO Capital Markets Experience July 2008 - August 2010
Job Senior Associate, Nautic Partners LLC
Industry Venture Capital & Private Equity
Experience
Nautic Partners LLC July 2015 - Present
Wind Point Partners June 2014 - April 2015
The Vistria Group January 2014 - April 2014
Endeavour Capital August 2010 - July 2013
BMO Capital Markets July 2008 - August 2010
The Christman Group 2007 - 2007
Skills
Investment Banking, LBO, Financial Modeling, Valuation, DCF, Private Equity, Capital IQ, Corporate Finance, Equities, Bloomberg, Due Diligence, Capital Markets, Leveraged Finance, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), with Honors
University of Wisconsin-Madison 2005 — 2008
Bachelor of Business Administration (BBA), Finance, Investments and Banking
Central
Central
Nautic Partners LLC July 2015 - Present
Wind Point Partners June 2014 - April 2015
The Vistria Group January 2014 - April 2014
Endeavour Capital August 2010 - July 2013
BMO Capital Markets July 2008 - August 2010
The Christman Group 2007 - 2007
Skills
Investment Banking, LBO, Financial Modeling, Valuation, DCF, Private Equity, Capital IQ, Corporate Finance, Equities, Bloomberg, Due Diligence, Capital Markets, Leveraged Finance, Alternative Investments
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), with Honors
University of Wisconsin-Madison 2005 — 2008
Bachelor of Business Administration (BBA), Finance, Investments and Banking
Central
Central
Paul Lesica's BMO Capital Markets Experience November 2010 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
BMO Capital Markets November 2010 - September 2013
Oppenheimer & Co. September 2008 - September 2010
Ryan Beck & Co. February 2003 - September 2007
Skills
Investments, Fixed Income, Securities, MBS, CMBS, Equities, Trading, Series 7, Hedge Funds, Capital Markets, Bloomberg, Portfolio Management, Bonds
Education
University of Memphis 1990 — 1992
Master of Business Administration (MBA), Finance, General
Susquehanna University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
BMO Capital Markets November 2010 - September 2013
Oppenheimer & Co. September 2008 - September 2010
Ryan Beck & Co. February 2003 - September 2007
Skills
Investments, Fixed Income, Securities, MBS, CMBS, Equities, Trading, Series 7, Hedge Funds, Capital Markets, Bloomberg, Portfolio Management, Bonds
Education
University of Memphis 1990 — 1992
Master of Business Administration (MBA), Finance, General
Susquehanna University 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
Joe Morin's BMO Capital Markets Experience February 2007 - April 2009
Job Vice President and Director of Research at Canso Investment Counsel
Industry Investment Management
Experience
Canso Investment Counsel April 2009 - Present
BMO Capital Markets February 2007 - April 2009
Standard and Poor's 2003 - February 2007
Skills
Equities, Team Leadership, Investments, Asset Managment, Fixed Income, Portfolio Management, Financial Analysis, Derivatives, Operations Management, Valuation, Equity Research, Financial Modeling, Investment Management, Bloomberg, Bonds
Education
The University of British Columbia 1993 — 1995
MBA, Finance
The Chinese University of Hong Kong 1994 — 1994
Study Abroad while doing MBA at UBC
Royal Military College of Canada 1984 — 1986
Bachelor of Arts (B.A.), Honours Economics and Commerce
Royal Roads Military College 1982 — 1984
Economics and Commerce
Canso Investment Counsel April 2009 - Present
BMO Capital Markets February 2007 - April 2009
Standard and Poor's 2003 - February 2007
Skills
Equities, Team Leadership, Investments, Asset Managment, Fixed Income, Portfolio Management, Financial Analysis, Derivatives, Operations Management, Valuation, Equity Research, Financial Modeling, Investment Management, Bloomberg, Bonds
Education
The University of British Columbia 1993 — 1995
MBA, Finance
The Chinese University of Hong Kong 1994 — 1994
Study Abroad while doing MBA at UBC
Royal Military College of Canada 1984 — 1986
Bachelor of Arts (B.A.), Honours Economics and Commerce
Royal Roads Military College 1982 — 1984
Economics and Commerce
Niraj Parikh's BMO Capital Markets Experience August 2013 - February 2014
Job Implementation Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management November 2014 - Present
BMO Capital Markets August 2013 - February 2014
RBC Investor Services July 2006 - August 2013
ING Bank of Canada January 2006 - June 2006
K N Financial September 2001 - April 2005
CIFCO Finance Ltd 1994 - 1997
CIFCO Finance Ltd 1994 - 1997
Skills
Dynamic, Investment Products, Client Services, Corporate Actions, Bloomberg, Mutual Funds, Securities, Derivatives, Bonds, Asset Management, Data Analysis, Business Analysis, Asset Allocation, Banking, Investment Banking, Reconciliations, Securitries Analysis, Fixed Income, Financial Services, Financial Modeling
Education
Canadian Career College 2014 — 2014
Certifincation, Six Sigma Green Belt and PMP - Preparation Course and PDU Credit
Canadian Securities Institute 2010 — 2010
CSC (Canadian Securities Course), Investments and Securities
The Maharaja Sayajirao University of Baroda 1996 — 1997
Diploma, Financial Management
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor's Degree, Business/Commerce, General
Manulife Asset Management November 2014 - Present
BMO Capital Markets August 2013 - February 2014
RBC Investor Services July 2006 - August 2013
ING Bank of Canada January 2006 - June 2006
K N Financial September 2001 - April 2005
CIFCO Finance Ltd 1994 - 1997
CIFCO Finance Ltd 1994 - 1997
Skills
Dynamic, Investment Products, Client Services, Corporate Actions, Bloomberg, Mutual Funds, Securities, Derivatives, Bonds, Asset Management, Data Analysis, Business Analysis, Asset Allocation, Banking, Investment Banking, Reconciliations, Securitries Analysis, Fixed Income, Financial Services, Financial Modeling
Education
Canadian Career College 2014 — 2014
Certifincation, Six Sigma Green Belt and PMP - Preparation Course and PDU Credit
Canadian Securities Institute 2010 — 2010
CSC (Canadian Securities Course), Investments and Securities
The Maharaja Sayajirao University of Baroda 1996 — 1997
Diploma, Financial Management
The Maharaja Sayajirao University of Baroda 1989 — 1992
Bachelor's Degree, Business/Commerce, General
Tiffany Eng's BMO Capital Markets Experience March 2013 - Present
Job Petroleum Engineering Tech at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2013 - Present
Lloyds Banking Group May 2012 - February 2013
Royal Bank of Canada June 2008 - March 2012
Bank of America January 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Banking, Portfolio Management, Credit Risk, Credit, Credit Analysis, Valuation, Loans, Commercial Banking, Corporate Finance, Risk Management, Petroleum Economics, Reservoir Evaluation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (BA), Economics
Other
BMO Capital Markets March 2013 - Present
Lloyds Banking Group May 2012 - February 2013
Royal Bank of Canada June 2008 - March 2012
Bank of America January 2008 - May 2008
Skills
Financial Modeling, Financial Analysis, Banking, Portfolio Management, Credit Risk, Credit, Credit Analysis, Valuation, Loans, Commercial Banking, Corporate Finance, Risk Management, Petroleum Economics, Reservoir Evaluation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (BA), Economics
Other
Elie Mala's BMO Capital Markets Experience October 2014 - Present
Job Business Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2014 - Present
Capital Markets Advisors LLC June 2014 - March 2015
Stony Brook Medicine March 2014 - May 2014
Stony Brook University, Charles B. Wang Center February 2012 - May 2013
State University of New York July 2012 - September 2012
Chinatown Partnership LDC January 2012 - January 2012
City University of New York June 2011 - August 2011
Sandberg and Sikorski Diamond Corporation July 2004 - July 2008
Education
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), History
Manhattan Day School
BMO Capital Markets October 2014 - Present
Capital Markets Advisors LLC June 2014 - March 2015
Stony Brook Medicine March 2014 - May 2014
Stony Brook University, Charles B. Wang Center February 2012 - May 2013
State University of New York July 2012 - September 2012
Chinatown Partnership LDC January 2012 - January 2012
City University of New York June 2011 - August 2011
Sandberg and Sikorski Diamond Corporation July 2004 - July 2008
Education
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Stony Brook University 2010 — 2014
Bachelor of Arts (B.A.), History
Manhattan Day School
Jesse Otterblad's BMO Capital Markets Experience July 2014 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
United States Marine Corps January 2004 - May 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with honors
University of Minnesota Duluth 2000 — 2004
Bachelor of Science, cum laude, Computer Science
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
United States Marine Corps January 2004 - May 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA) with honors
University of Minnesota Duluth 2000 — 2004
Bachelor of Science, cum laude, Computer Science
Priyanka Ratnayake, CGMA, ACMA (UK)'s BMO Capital Markets Experience February 2003 - October 2005
Job Manager, Liquidity & Funding Management at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group November 2005 - Present
BMO Capital Markets February 2003 - October 2005
PCB Financial Services 2001 - 2003
Finays Instant Teas (Pvt) Limited 1999 - 2001
Bishop Brothers Engineering 1998 - 1999
Finlays Colombo Plc 1995 - 1998
Skills
Financial Analysis, Cash Management, Corporate Finance, Financial Reporting, Strategic Financial..., Capital Markets, Accounting, Finance, Bloomberg, Managerial Finance, Treasury Management, Financial Accounting, Account Reconciliation, Risk Management, Financial Risk, Management Accounting, Planning Budgeting &..., Business Continuity..., IFRS, Internal Controls, Leadership, Relationship Management, Enterprise Risk..., Financial Modeling, Cash Flow
Education
The Chartered Institute of Management Accountants
ACMA
Trinity College, Kandy, Sri Lanka
BMO Financial Group November 2005 - Present
BMO Capital Markets February 2003 - October 2005
PCB Financial Services 2001 - 2003
Finays Instant Teas (Pvt) Limited 1999 - 2001
Bishop Brothers Engineering 1998 - 1999
Finlays Colombo Plc 1995 - 1998
Skills
Financial Analysis, Cash Management, Corporate Finance, Financial Reporting, Strategic Financial..., Capital Markets, Accounting, Finance, Bloomberg, Managerial Finance, Treasury Management, Financial Accounting, Account Reconciliation, Risk Management, Financial Risk, Management Accounting, Planning Budgeting &..., Business Continuity..., IFRS, Internal Controls, Leadership, Relationship Management, Enterprise Risk..., Financial Modeling, Cash Flow
Education
The Chartered Institute of Management Accountants
ACMA
Trinity College, Kandy, Sri Lanka
Chen Sharon's BMO Capital Markets Experience August 2013 - May 2014
Job AntiMoney Laundering Documentation Review at BMO Financial Group
Industry Capital Markets
Experience
BMO Financial Group May 2014 - Present
BMO Capital Markets August 2013 - May 2014
TD October 2011 - November 2012
Skills
Financial Reporting, Microsoft Office, Microsoft Excel, Analytical Skills, Problem Solving, Highly detail oriented, Multi Tasking, Trilingual, Anti-Money Laundering, Communication Skills, Financial Instruments, Corporate Banking, International Financial..., Data Research, Due Diligence, Know Your Customer, KYC, Treasury Payment..., Adjudication, Process Flow..., Reporting & Analysis, AML
Education
University of Toronto 2007 — 2011
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2010 — 2010
Aboard 2010, East Asian Studies
BMO Financial Group May 2014 - Present
BMO Capital Markets August 2013 - May 2014
TD October 2011 - November 2012
Skills
Financial Reporting, Microsoft Office, Microsoft Excel, Analytical Skills, Problem Solving, Highly detail oriented, Multi Tasking, Trilingual, Anti-Money Laundering, Communication Skills, Financial Instruments, Corporate Banking, International Financial..., Data Research, Due Diligence, Know Your Customer, KYC, Treasury Payment..., Adjudication, Process Flow..., Reporting & Analysis, AML
Education
University of Toronto 2007 — 2011
Bachelor of Arts (B.A.), Economics
The University of Hong Kong 2010 — 2010
Aboard 2010, East Asian Studies
Jeffrey Merchant's BMO Capital Markets Experience December 2014 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets April 2007 - December 2014
BMO Capital Markets August 2005 - April 2007
Wachovia Securities June 2003 - August 2005
Skills
Capital Markets, Financial Modeling
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
University of Michigan 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
BMO Capital Markets December 2014 - Present
BMO Capital Markets April 2007 - December 2014
BMO Capital Markets August 2005 - April 2007
Wachovia Securities June 2003 - August 2005
Skills
Capital Markets, Financial Modeling
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
University of Michigan 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS