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,
BMO Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BMO Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BMO Capital Markets Salaries. You can even request information on how much does BMO Capital Markets pay if you want to. Learn about salaries, pros and cons of working for BMO Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,961 BMO Capital Markets employees in database. Find out everything there's to know about BMO Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BMO Capital Markets Employees
Employee
Years
Job
Industry
Chioma Ifeanyi-Okoro Chioma Ifeanyi-Okoro's BMO Capital Markets Experience March 2011 - July 2011
Job Analyst, Performance and Growth at Points
Industry Financial Services
Experience
Points July 2014 - Present
RBC Global Asset Management January 2012 - November 2013
RBC August 2011 - January 2012
BMO Capital Markets March 2011 - July 2011
Skills
Investments, Financial Analysis, Banking, Financial Modeling, Mutual Funds, Risk Management, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Reporting, Business Strategy, Economics, Finance, Leadership, Business Process, Teamwork, Financial Risk, Management
Education
McMaster University
MBA (Part-Time), Economics, Accounting, Finance, Strategy, Valuation
Canadian Securities Institute 2012 — 2013
CSC
The Marquee Group 2011 — 2011
Financial Modeling in Excel
University of Guelph
B.Comm, Management Economics in Industry and Finance
Points July 2014 - Present
RBC Global Asset Management January 2012 - November 2013
RBC August 2011 - January 2012
BMO Capital Markets March 2011 - July 2011
Skills
Investments, Financial Analysis, Banking, Financial Modeling, Mutual Funds, Risk Management, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Financial Reporting, Business Strategy, Economics, Finance, Leadership, Business Process, Teamwork, Financial Risk, Management
Education
McMaster University
MBA (Part-Time), Economics, Accounting, Finance, Strategy, Valuation
Canadian Securities Institute 2012 — 2013
CSC
The Marquee Group 2011 — 2011
Financial Modeling in Excel
University of Guelph
B.Comm, Management Economics in Industry and Finance
Jason Margo Jason Margo's BMO Capital Markets Experience May 2015 - August 2015
Job Sales & Trading Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets May 2015 - August 2015
Goldcorp Inc June 2014 - August 2014
JDP Wasserman & Associates May 2013 - August 2013
Pro-Formance Goalie School July 2007 - August 2012
Burrard Roofing and Drainage Co. May 2011 - July 2011
Self-employed January 2008 - March 2010
Skills
Time Management, Dependable Team Player, Leadership, Forecasting, Mining, Accounting, VBA, Financial Analysis, Financial Planning, Financial Modeling, Corporate FP&A, Teamwork, Process Improvement, Microsoft Office, Entrepreneurship, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Critical Thinking, Team Leadership, Data Analysis, Access, Research, QuickBooks
Education
University of Alberta 2010 — 2015
Bachelor of Commerce (BCom), Major Finance, Minor Economics
Windsor
BMO Capital Markets May 2015 - August 2015
Goldcorp Inc June 2014 - August 2014
JDP Wasserman & Associates May 2013 - August 2013
Pro-Formance Goalie School July 2007 - August 2012
Burrard Roofing and Drainage Co. May 2011 - July 2011
Self-employed January 2008 - March 2010
Skills
Time Management, Dependable Team Player, Leadership, Forecasting, Mining, Accounting, VBA, Financial Analysis, Financial Planning, Financial Modeling, Corporate FP&A, Teamwork, Process Improvement, Microsoft Office, Entrepreneurship, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Critical Thinking, Team Leadership, Data Analysis, Access, Research, QuickBooks
Education
University of Alberta 2010 — 2015
Bachelor of Commerce (BCom), Major Finance, Minor Economics
Windsor
Jackie Bodley Jackie Bodley's BMO Capital Markets Experience May 1992 - Present
Job Service Manager at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 1992 - Present
BMO Harris Bank 1992 - Present
Hidalog Savings & Loan January 1980 - February 1986
Skills
Finance, Project Management, Microsoft Office, Risk Management, Change Management, Process Improvement
Education
Hinton High School, Hinton, OK 1964 — 1976
The University of Texas-Pan American
Banking
BMO Capital Markets May 1992 - Present
BMO Harris Bank 1992 - Present
Hidalog Savings & Loan January 1980 - February 1986
Skills
Finance, Project Management, Microsoft Office, Risk Management, Change Management, Process Improvement
Education
Hinton High School, Hinton, OK 1964 — 1976
The University of Texas-Pan American
Banking
Nathaniel Anton Nathaniel Anton's BMO Capital Markets Experience June 2014 - August 2014
Job Investment Banking Analyst
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Illinois Business Consulting May 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Illinois Business Consulting January 2013 - May 2014
Naperville Country Club April 2008 - May 2014
Sikich June 2013 - August 2013
Skills
Microsoft Excel, Finance, Microsoft Word, PowerPoint, Research, Capital IQ, FactSet
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Finance, Junior
Naperville North High School 2007 — 2011
Credit Suisse July 2015 - Present
Illinois Business Consulting May 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Illinois Business Consulting January 2013 - May 2014
Naperville Country Club April 2008 - May 2014
Sikich June 2013 - August 2013
Skills
Microsoft Excel, Finance, Microsoft Word, PowerPoint, Research, Capital IQ, FactSet
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Finance, Junior
Naperville North High School 2007 — 2011
John Gushman John Gushman's BMO Capital Markets Experience August 2010 - Present
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
BMO Capital Markets August 2010 - Present
Montgomery & Co., LLC October 2008 - July 2010
Financial Technology Partners June 2007 - September 2008
JPMorgan Private Bank 2006 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Life Science Industry, Financial Technology, Capital Markets, Yoga
Education
Summit High School
University of Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Danish Institute for Study Abroad 2005 — 2005
International Business and European Economic Studies
BMO Capital Markets August 2010 - Present
Montgomery & Co., LLC October 2008 - July 2010
Financial Technology Partners June 2007 - September 2008
JPMorgan Private Bank 2006 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Life Science Industry, Financial Technology, Capital Markets, Yoga
Education
Summit High School
University of Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Danish Institute for Study Abroad 2005 — 2005
International Business and European Economic Studies
Jack Swoboda Jack Swoboda's BMO Capital Markets Experience June 2013 - Present
Job Associate at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital August 2015 - Present
BMO Capital Markets June 2013 - Present
Electrical Components International May 2012 - August 2012
JES Holdings, LLC September 2011 - December 2011
Fairway Management May 2006 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Valuation, Real Estate, Asset Managment, Property Management, Budgets, Asset Management, Sales
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science, Economics, Finance and Banking with Emphasis in Real Estate
Università degli Studi di Firenze 2011 — 2011
H.I.G. Capital August 2015 - Present
BMO Capital Markets June 2013 - Present
Electrical Components International May 2012 - August 2012
JES Holdings, LLC September 2011 - December 2011
Fairway Management May 2006 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Valuation, Real Estate, Asset Managment, Property Management, Budgets, Asset Management, Sales
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science, Economics, Finance and Banking with Emphasis in Real Estate
Università degli Studi di Firenze 2011 — 2011
Ardian Daka Ardian Daka's BMO Capital Markets Experience January 2014 - Present
Job Owner and Principal Consultant at DiT Consulting
Industry Information Technology and Services
Experience
BMO Capital Markets January 2014 - Present
DiT Consulting December 2000 - Present
Manulife Financial November 2012 - November 2013
Equitable Life June 2012 - October 2012
Canadian Tire June 2011 - May 2012
Manulife Financial November 2009 - June 2011
Dun & Bradstreet January 2003 - June 2009
Dun & Bradstreet September 1999 - December 2002
DAKA Consulting May 1998 - August 1999
INSTAT (Institute of Statistics of Albania) September 1993 - April 1998
Skills
Software Development, Business Analysis, Project Management, Re-engineering, Strategy Development, C#, ASP.NET, WCF Services, Entity Framework, LINQ, SDLC, Requirements Analysis, Management, Microsoft SQL Server, Strategy, Integration, SQL, Agile Methodologies, Software Project..., .NET, Visio, Business Intelligence, Enterprise Architecture, Requirements Gathering, Databases, SSRS, IT Service Management, Database Design, SOA, T-SQL, XML, Project Portfolio..., SharePoint
Education
Universiteti i Tiranës 1987 — 1992
Honours Degree, Physics
BMO Capital Markets January 2014 - Present
DiT Consulting December 2000 - Present
Manulife Financial November 2012 - November 2013
Equitable Life June 2012 - October 2012
Canadian Tire June 2011 - May 2012
Manulife Financial November 2009 - June 2011
Dun & Bradstreet January 2003 - June 2009
Dun & Bradstreet September 1999 - December 2002
DAKA Consulting May 1998 - August 1999
INSTAT (Institute of Statistics of Albania) September 1993 - April 1998
Skills
Software Development, Business Analysis, Project Management, Re-engineering, Strategy Development, C#, ASP.NET, WCF Services, Entity Framework, LINQ, SDLC, Requirements Analysis, Management, Microsoft SQL Server, Strategy, Integration, SQL, Agile Methodologies, Software Project..., .NET, Visio, Business Intelligence, Enterprise Architecture, Requirements Gathering, Databases, SSRS, IT Service Management, Database Design, SOA, T-SQL, XML, Project Portfolio..., SharePoint
Education
Universiteti i Tiranës 1987 — 1992
Honours Degree, Physics
Kathryn Smith Kathryn Smith's BMO Capital Markets Experience July 2012 - Present
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2012 - Present
BMO Capital Markets September 2011 - July 2012
BMO Capital Markets June 2009 - August 2011
BMO Capital Markets January 2007 - August 2007
Education
University of Alberta 2004 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2008 — 2008
Business, Business/Commerce, General
Strathcona High School 2001 — 2004
BMO Capital Markets July 2012 - Present
BMO Capital Markets September 2011 - July 2012
BMO Capital Markets June 2009 - August 2011
BMO Capital Markets January 2007 - August 2007
Education
University of Alberta 2004 — 2009
Bachelor of Commerce (B.Com.), Finance, General
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2008 — 2008
Business, Business/Commerce, General
Strathcona High School 2001 — 2004
jay baggett jay baggett's BMO Capital Markets Experience 1998 - 1999
Job President, Ajax Holdings, LLC
Industry Consumer Services
Experience
Ajax Holdings 2012 - Present
Park Plaza Properties 2006 - 2011
Osage Energy Fund, LP 2005 - 2006
The August Group, LLC 2002 - 2005
United States Air Force Reserve 1997 - 2005
DIAMOND STATE VENTURES 2001 - 2002
Frost Securities 1999 - 2001
BMO Capital Markets 1998 - 1999
Deutsche Bank Alex. Brown & Sons 1996 - 1997
United States Navy 1987 - 1994
Skills
Strategic Planning, Start-ups, Aircraft, Flights, Leadership, Private Equity, Navy, Mergers & Acquisitions, Team Building, Entrepreneurship, Military, Negotiation, Business Strategy, Project Management, Contract Negotiation, Operations Management, Mutual Funds
Education
Yale School of Management 1994 — 1996
MBA, Finance
Tulane University
BS, Mechanical Engineering
Ajax Holdings 2012 - Present
Park Plaza Properties 2006 - 2011
Osage Energy Fund, LP 2005 - 2006
The August Group, LLC 2002 - 2005
United States Air Force Reserve 1997 - 2005
DIAMOND STATE VENTURES 2001 - 2002
Frost Securities 1999 - 2001
BMO Capital Markets 1998 - 1999
Deutsche Bank Alex. Brown & Sons 1996 - 1997
United States Navy 1987 - 1994
Skills
Strategic Planning, Start-ups, Aircraft, Flights, Leadership, Private Equity, Navy, Mergers & Acquisitions, Team Building, Entrepreneurship, Military, Negotiation, Business Strategy, Project Management, Contract Negotiation, Operations Management, Mutual Funds
Education
Yale School of Management 1994 — 1996
MBA, Finance
Tulane University
BS, Mechanical Engineering
Jonathan (JD) Frank Jonathan (JD) Frank's BMO Capital Markets Experience July 2012 - July 2014
Job Associate at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital August 2014 - Present
BMO Capital Markets July 2012 - July 2014
Brady Corporation May 2011 - August 2011
Fiskars Brands May 2010 - May 2011
Skills
Microsoft Office, Hyperion Planning, Hyperion, SAP, JD Edwards, Cognos, Excel
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Finance, Investment & Banking and International Business
Universitat Pompeu Fabra 2010 — 2010
Wynnchurch Capital August 2014 - Present
BMO Capital Markets July 2012 - July 2014
Brady Corporation May 2011 - August 2011
Fiskars Brands May 2010 - May 2011
Skills
Microsoft Office, Hyperion Planning, Hyperion, SAP, JD Edwards, Cognos, Excel
Education
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Finance, Investment & Banking and International Business
Universitat Pompeu Fabra 2010 — 2010
Candice Mostisser Candice Mostisser's BMO Capital Markets Experience July 2015 - Present
Job Analyst, Mergers and Acquisitions at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Study Edge August 2012 - Present
BMO Capital Markets June 2014 - August 2014
Crosstree Capital Partners, Inc. May 2013 - August 2013
University Athletic Association August 2012 - May 2013
Skills
Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Accounting, Leadership, Financial Analysis, Finance, Data Analysis, Auditing, Investment Banking, Spanish, Budgets
Education
University of Florida 2011 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.74
BMO Capital Markets July 2015 - Present
Study Edge August 2012 - Present
BMO Capital Markets June 2014 - August 2014
Crosstree Capital Partners, Inc. May 2013 - August 2013
University Athletic Association August 2012 - May 2013
Skills
Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Accounting, Leadership, Financial Analysis, Finance, Data Analysis, Auditing, Investment Banking, Spanish, Budgets
Education
University of Florida 2011 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.74
Melissa Stefanic Melissa Stefanic's BMO Capital Markets Experience June 2005 - July 2009
Job Lawyer Member of the Ontario Bar and the Michigan State Bar
Industry Law Practice
Experience
Holden & Moorhouse Professional Corporation June 2012 - Present
37th District Court May 2011 - August 2011
BMO Capital Markets June 2005 - July 2009
Skills
Legal Research, Corporate Law, Research, Mergers & Acquisitions, Litigation, PowerPoint, Microsoft Excel, Microsoft Office, Lexis, Corporate Finance, Event Planning, Public Speaking, Outlook, Microsoft Word, Mediation, Due Diligence, Civil Litigation, Editing, Capital Markets
Education
University of Detroit Mercy School of Law 2009 — 2012
J.D.
University of Windsor, Faculty of Law 2009 — 2012
J.D.
University of Toronto 2001 — 2005
Political Science and History Specialist
Holden & Moorhouse Professional Corporation June 2012 - Present
37th District Court May 2011 - August 2011
BMO Capital Markets June 2005 - July 2009
Skills
Legal Research, Corporate Law, Research, Mergers & Acquisitions, Litigation, PowerPoint, Microsoft Excel, Microsoft Office, Lexis, Corporate Finance, Event Planning, Public Speaking, Outlook, Microsoft Word, Mediation, Due Diligence, Civil Litigation, Editing, Capital Markets
Education
University of Detroit Mercy School of Law 2009 — 2012
J.D.
University of Windsor, Faculty of Law 2009 — 2012
J.D.
University of Toronto 2001 — 2005
Political Science and History Specialist
Henry Sylva Henry Sylva's BMO Capital Markets Experience December 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets December 2014 - Present
Toma Capital Management, LLC June 2014 - December 2014
Sansome Pacific Properties, Inc. June 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Statement..., Due Diligence, Lease Documentation, R, Argus Modeling, Financial Accounting
Education
UC Berkeley
Bachelor's Degree, Economics
Jesuit High School
High School
BMO Capital Markets December 2014 - Present
Toma Capital Management, LLC June 2014 - December 2014
Sansome Pacific Properties, Inc. June 2012 - May 2014
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Financial Statement..., Due Diligence, Lease Documentation, R, Argus Modeling, Financial Accounting
Education
UC Berkeley
Bachelor's Degree, Economics
Jesuit High School
High School
Jorden MacSwain Jorden MacSwain's BMO Capital Markets Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets May 2015 - August 2015
Program for Research and Investment Management Excellence (PRIME) September 2013 - April 2015
ARC Resources Ltd. May 2014 - September 2014
Nexen May 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Business Networking, Microsoft Word, C++, Microsoft Office, SAP, Visio, Livelink, PeopleSoft, Oracle, Analysis, Data Analysis
Education
University of Alberta 2010 — 2015
Bachelor of Commerce (BCom), Finance
BMO Capital Markets May 2015 - August 2015
Program for Research and Investment Management Excellence (PRIME) September 2013 - April 2015
ARC Resources Ltd. May 2014 - September 2014
Nexen May 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Business Networking, Microsoft Word, C++, Microsoft Office, SAP, Visio, Livelink, PeopleSoft, Oracle, Analysis, Data Analysis
Education
University of Alberta 2010 — 2015
Bachelor of Commerce (BCom), Finance
Rezai Tasleem Islam Rezai Tasleem Islam's BMO Capital Markets Experience March 2008 - June 2012
Job Experienced Corporate Treasury Professional
Industry Financial Services
Experience
AbbVie February 2015 - Present
AbbVie February 2014 - February 2015
AbbVie April 2013 - February 2014
Discover Financial Services June 2012 - April 2013
BMO Capital Markets March 2008 - June 2012
Morningstar 2007 - 2007
New York Life Insurance Company 2006 - 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Treasury Management, Securities, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Treasury, Risk Management, Cash Flow, Investment Management, Mutual Funds, Commercial Banking, Asset Managment, Fixed Income, Equities, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Trading, Liquidity Management, Capital Structure, Loans, Asset Management, Business Development, Business Analytics, Foreign Exchange Risk..., Liquidity Solutions, Treasury Services, Working Capital..., Capital Advisory, Capital Adequacy, Foreign Exchange..., FX Hedging, Foreign Exchange, FX Trading, FX Swaps, FX Derivatives, Intercompany..., SAP ERP
Education
University of Illinois 2003 — 2007
Bachelors Of Science, Finance
Investment Banking Institute 2008 — 2008
Intensive 4-week financial modeling and valuation training program
AbbVie February 2015 - Present
AbbVie February 2014 - February 2015
AbbVie April 2013 - February 2014
Discover Financial Services June 2012 - April 2013
BMO Capital Markets March 2008 - June 2012
Morningstar 2007 - 2007
New York Life Insurance Company 2006 - 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Treasury Management, Securities, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Treasury, Risk Management, Cash Flow, Investment Management, Mutual Funds, Commercial Banking, Asset Managment, Fixed Income, Equities, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Trading, Liquidity Management, Capital Structure, Loans, Asset Management, Business Development, Business Analytics, Foreign Exchange Risk..., Liquidity Solutions, Treasury Services, Working Capital..., Capital Advisory, Capital Adequacy, Foreign Exchange..., FX Hedging, Foreign Exchange, FX Trading, FX Swaps, FX Derivatives, Intercompany..., SAP ERP
Education
University of Illinois 2003 — 2007
Bachelors Of Science, Finance
Investment Banking Institute 2008 — 2008
Intensive 4-week financial modeling and valuation training program
Anne Shaeffer Anne Shaeffer's BMO Capital Markets Experience 2007 - 2009
Job Founder/President at Sulpice Chocolat
Industry Food & Beverages
Experience
Sulpice Chocolat June 2009 - Present
Women's Voices Media, LLC April 2013 - Present
Various Haute Cuisine Restaurants January 2009 - August 2011
BMO Capital Markets 2007 - 2009
Privately Held Real Estate Development Company 2006 - 2006
Morgan Stanley 2003 - 2005
Skills
Entrepreneurship, Financial Modeling, Investments, Social Media, Financial Analysis, Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Finance, Marketing, Mergers, Corporate Development, Private Equity, Market Research, Social Media Marketing, Business Planning, Pastry, Food, Recipes, Ingredients, Cooking, Desserts, Flavors, Baking
Education
The French Pastry School 2009 — 2009
L'Art de la Patisserie, L'Art de la Patisserie
University of Illinois at Chicago 2000 — 2003
B.S., Finance & Entrepreneurial Studies
Sulpice Chocolat June 2009 - Present
Women's Voices Media, LLC April 2013 - Present
Various Haute Cuisine Restaurants January 2009 - August 2011
BMO Capital Markets 2007 - 2009
Privately Held Real Estate Development Company 2006 - 2006
Morgan Stanley 2003 - 2005
Skills
Entrepreneurship, Financial Modeling, Investments, Social Media, Financial Analysis, Business Strategy, New Business Development, Strategic Planning, Marketing Strategy, Corporate Finance, Due Diligence, Venture Capital, Start-ups, Finance, Marketing, Mergers, Corporate Development, Private Equity, Market Research, Social Media Marketing, Business Planning, Pastry, Food, Recipes, Ingredients, Cooking, Desserts, Flavors, Baking
Education
The French Pastry School 2009 — 2009
L'Art de la Patisserie, L'Art de la Patisserie
University of Illinois at Chicago 2000 — 2003
B.S., Finance & Entrepreneurial Studies
Krasen Chervenkov, CFA's BMO Capital Markets Experience January 2013 - Present
Job Associate, Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2013 - Present
CIBC World Markets February 2012 - January 2013
CIBC World Markets August 2009 - February 2012
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Equity Valuation, Due Diligence, Mergers
Education
CFA Institute 2009 — 2013
CFA Charter Holder
The University of Calgary 2005 — 2009
Bachelor of Commerce (BCom), Finance (With Distinction)
BMO Capital Markets January 2013 - Present
CIBC World Markets February 2012 - January 2013
CIBC World Markets August 2009 - February 2012
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Equity Valuation, Due Diligence, Mergers
Education
CFA Institute 2009 — 2013
CFA Charter Holder
The University of Calgary 2005 — 2009
Bachelor of Commerce (BCom), Finance (With Distinction)
Nisha Batra Nisha Batra's BMO Capital Markets Experience July 2008 - July 2010
Job Software Engineer at News Corp
Industry Internet
Experience
News Corp May 2014 - Present
The Flatiron School October 2013 - March 2014
Trenvy July 2011 - June 2012
Patch.com February 2011 - June 2011
BMO Capital Markets July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Ruby on Rails, Sinatra, JavaScript, d3.js, jQuery, AJAX, HTML 5, CSS3, User Experience, Photoshop, Financial Modeling, Start-ups, Entrepreneurship, Valuation, Business Strategy, Web Design, Strategic Planning, VBA
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor, Finance
Bocconi University 2007 — 2007
Study Abroad, Business, Fashion
News Corp May 2014 - Present
The Flatiron School October 2013 - March 2014
Trenvy July 2011 - June 2012
Patch.com February 2011 - June 2011
BMO Capital Markets July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Ruby on Rails, Sinatra, JavaScript, d3.js, jQuery, AJAX, HTML 5, CSS3, User Experience, Photoshop, Financial Modeling, Start-ups, Entrepreneurship, Valuation, Business Strategy, Web Design, Strategic Planning, VBA
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor, Finance
Bocconi University 2007 — 2007
Study Abroad, Business, Fashion
Tony Kwilosz Tony Kwilosz's BMO Capital Markets Experience February 1999 - December 2006
Job Senior Vice President / Regional Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2014 - Present
BMO Harris Bank January 2013 - July 2014
BMO Harris Bank N. A. December 2006 - December 2012
BMO Capital Markets February 1999 - December 2006
CNA Financial December 1997 - February 1999
Harris Bank June 1990 - October 1995
Skills
Treasury Management, Capital Markets, Banking, Credit, Middle Market, Commercial Banking, Commercial Lending, Loans, Finance, Treasury, Credit Analysis, Financial Services, Treasury Services, Credit Risk
Education
University of Illinois at Chicago 1987 — 1991
BMO Harris Bank July 2014 - Present
BMO Harris Bank January 2013 - July 2014
BMO Harris Bank N. A. December 2006 - December 2012
BMO Capital Markets February 1999 - December 2006
CNA Financial December 1997 - February 1999
Harris Bank June 1990 - October 1995
Skills
Treasury Management, Capital Markets, Banking, Credit, Middle Market, Commercial Banking, Commercial Lending, Loans, Finance, Treasury, Credit Analysis, Financial Services, Treasury Services, Credit Risk
Education
University of Illinois at Chicago 1987 — 1991
Samaih Mukhtar Samaih Mukhtar's BMO Capital Markets Experience June 2015 - August 2015
Job MBA Candidate at Washington University in St Louis, Class of 2016
Industry Investment Banking
Experience
BMO Capital Markets June 2015 - August 2015
Washington University in St. Louis January 2015 - May 2015
Thompson Street Capital Partners January 2015 - May 2015
Siloam Hospitals Group October 2013 - July 2014
UC Merced January 2011 - May 2013
GCube Capital Partners July 2012 - August 2012
UC Merced January 2010 - January 2011
PT Panin Sekuritas Tbk June 2009 - July 2009
PT Samuel Sekuritas Indonesia May 2009 - June 2009
Skills
Capital Raising, Strategic Planning, Hedge Funds, Mutual Funds, Financial Analysis, Negotiation, Business Strategy, Marketing, Employee Training, Customer Service, Budgets, Research, Public Speaking, Microsoft Office, Photoshop, HTML, PowerPoint, Outlook, Management, Time Management, Fundraising, Market Research, Program Management, Finance, Valuation, Corporate Finance, Leadership, Microsoft Excel, Data Analysis, Investments, Investment Banking, Financial Modeling, Analysis, Private Equity, Mergers
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
WHU – Otto Beisheim School of Management 2015 — 2015
European Summer Institute, International Business
University of California, Merced 2009 — 2013
B.S, Management; Applied Mathematics Minor
Jakarta International School 2005 — 2009
High School Diploma
BMO Capital Markets June 2015 - August 2015
Washington University in St. Louis January 2015 - May 2015
Thompson Street Capital Partners January 2015 - May 2015
Siloam Hospitals Group October 2013 - July 2014
UC Merced January 2011 - May 2013
GCube Capital Partners July 2012 - August 2012
UC Merced January 2010 - January 2011
PT Panin Sekuritas Tbk June 2009 - July 2009
PT Samuel Sekuritas Indonesia May 2009 - June 2009
Skills
Capital Raising, Strategic Planning, Hedge Funds, Mutual Funds, Financial Analysis, Negotiation, Business Strategy, Marketing, Employee Training, Customer Service, Budgets, Research, Public Speaking, Microsoft Office, Photoshop, HTML, PowerPoint, Outlook, Management, Time Management, Fundraising, Market Research, Program Management, Finance, Valuation, Corporate Finance, Leadership, Microsoft Excel, Data Analysis, Investments, Investment Banking, Financial Modeling, Analysis, Private Equity, Mergers
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
WHU – Otto Beisheim School of Management 2015 — 2015
European Summer Institute, International Business
University of California, Merced 2009 — 2013
B.S, Management; Applied Mathematics Minor
Jakarta International School 2005 — 2009
High School Diploma
Olivia Kim Olivia Kim's BMO Capital Markets Experience May 2014 - Present
Job Administrative Assistant at BMO Capital Markets
Industry Telecommunications
Experience
BMO Capital Markets May 2014 - Present
Seoul Metropolitan Office of Education March 2013 - March 2014
EPIK March 2012 - March 2013
Della Nona Bocca May 2011 - February 2012
Dish Network August 2010 - May 2011
Upper Hudson Planned Parenthood January 2010 - May 2010
Office of Student Involvement @ The State University of New York at Albany September 2007 - May 2010
Bath & Body Works October 2006 - February 2008
Haru Holding Corp May 2007 - August 2007
Infield Promotional Staffing July 2006 - August 2006
Skills
Word, Excel, Outlook, Open Office, PowerPoint, Seamlessweb proficient, Positouch, Microsoft Word, Microsoft Excel, Sales, Customer Service, Event Management, Social Networking
Education
University at Albany, SUNY 2006 — 2010
BA, Rhetorics and Communication, Sociology, Korean minor
BMO Capital Markets May 2014 - Present
Seoul Metropolitan Office of Education March 2013 - March 2014
EPIK March 2012 - March 2013
Della Nona Bocca May 2011 - February 2012
Dish Network August 2010 - May 2011
Upper Hudson Planned Parenthood January 2010 - May 2010
Office of Student Involvement @ The State University of New York at Albany September 2007 - May 2010
Bath & Body Works October 2006 - February 2008
Haru Holding Corp May 2007 - August 2007
Infield Promotional Staffing July 2006 - August 2006
Skills
Word, Excel, Outlook, Open Office, PowerPoint, Seamlessweb proficient, Positouch, Microsoft Word, Microsoft Excel, Sales, Customer Service, Event Management, Social Networking
Education
University at Albany, SUNY 2006 — 2010
BA, Rhetorics and Communication, Sociology, Korean minor
Sean Mansoory Sean Mansoory's BMO Capital Markets Experience February 2015 - Present
Job Healthcare Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2015 - Present
Janney Capital Markets October 2013 - February 2015
Boston Biomedical Consultants (now IMS Health) February 2012 - July 2013
Trinity College - Hartford September 2010 - May 2011
ThinkEquity LLC June 2010 - August 2010
National Institutes of Health June 2009 - August 2009
Skills
Biochemistry, Market Research, Lifesciences, HPLC, Analytical Chemistry, Business Transactions, Financial Modeling, Healthcare, Research, Competitive Intelligence, Mobile Health, Biotechnology, Data Analysis, Analysis, Strategy, Market Analysis, Competitive Analysis, Pharmaceutical Industry
Education
Trinity College-Hartford 2007 — 2011
B.Sc., Biochemistry Honors, Pre-Health
Wilmington Friends School 2003 — 2007
International Baccalaureate, Biology, General
BMO Capital Markets February 2015 - Present
Janney Capital Markets October 2013 - February 2015
Boston Biomedical Consultants (now IMS Health) February 2012 - July 2013
Trinity College - Hartford September 2010 - May 2011
ThinkEquity LLC June 2010 - August 2010
National Institutes of Health June 2009 - August 2009
Skills
Biochemistry, Market Research, Lifesciences, HPLC, Analytical Chemistry, Business Transactions, Financial Modeling, Healthcare, Research, Competitive Intelligence, Mobile Health, Biotechnology, Data Analysis, Analysis, Strategy, Market Analysis, Competitive Analysis, Pharmaceutical Industry
Education
Trinity College-Hartford 2007 — 2011
B.Sc., Biochemistry Honors, Pre-Health
Wilmington Friends School 2003 — 2007
International Baccalaureate, Biology, General
Andrew Yakovlev's BMO Capital Markets Experience June 2015 - August 2015
Job Incoming Investment Banking Summer Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2015 - August 2015
Gryfon Advisors LLC. July 2014 - August 2014
Margolis Market Information Lab April 2013 - May 2014
UIUC Investment Banking Case Competition February 2014 - February 2014
Illinois Business Consulting January 2013 - January 2014
Kerper Bowron June 2013 - August 2013
Capital Markets Group October 2012 - March 2013
Nielsen UIUC Case Completion September 2012 - September 2012
Federal Reserve Bank of Chicago July 2012 - July 2012
Downers Grove South Investment Club August 2011 - April 2012
Skills
PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Downers Grove South High School 2008 — 2012
Downers Grove South High School
University of Illinois
Bachelor of Science, Finance and Accounting
BMO Capital Markets June 2015 - August 2015
Gryfon Advisors LLC. July 2014 - August 2014
Margolis Market Information Lab April 2013 - May 2014
UIUC Investment Banking Case Competition February 2014 - February 2014
Illinois Business Consulting January 2013 - January 2014
Kerper Bowron June 2013 - August 2013
Capital Markets Group October 2012 - March 2013
Nielsen UIUC Case Completion September 2012 - September 2012
Federal Reserve Bank of Chicago July 2012 - July 2012
Downers Grove South Investment Club August 2011 - April 2012
Skills
PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Downers Grove South High School 2008 — 2012
Downers Grove South High School
University of Illinois
Bachelor of Science, Finance and Accounting
Conor Ross Conor Ross's BMO Capital Markets Experience August 2014 - Present
Job A&D Analyst at BMO Capital Markets
Industry Oil & Energy
Experience
BMO Capital Markets August 2014 - Present
IHS (formerly Fekete Associates) September 2012 - August 2014
RBC Dominion Securities March 2011 - June 2012
Timmons Estate Financial Planning May 2008 - August 2010
Maltais Geomatics July 2006 - August 2006
Skills
Engineering, Energy, Characterization, Energy Industry, Gas, Natural Gas, Oil/Gas, Petroleum, Reservoir Engineering, Reservoir Management, Upstream, Petroleum Engineering, Petroleum Economics, Field Development, Reserves
Education
Dale Carnegie 2014 — 2014
Effective Communications and Human Relations/Skills for Success
SPE 2012 — 2014
Progress Seminars 2013 — 2013
CFA Institute 2011 — 2013
CFA Candidate
The University of Calgary
University of Alberta 2006 — 2010
Bachelor of Science (BSc), Mechanical Engineering
Western Canada High School 2004 — 2006
BMO Capital Markets August 2014 - Present
IHS (formerly Fekete Associates) September 2012 - August 2014
RBC Dominion Securities March 2011 - June 2012
Timmons Estate Financial Planning May 2008 - August 2010
Maltais Geomatics July 2006 - August 2006
Skills
Engineering, Energy, Characterization, Energy Industry, Gas, Natural Gas, Oil/Gas, Petroleum, Reservoir Engineering, Reservoir Management, Upstream, Petroleum Engineering, Petroleum Economics, Field Development, Reserves
Education
Dale Carnegie 2014 — 2014
Effective Communications and Human Relations/Skills for Success
SPE 2012 — 2014
Progress Seminars 2013 — 2013
CFA Institute 2011 — 2013
CFA Candidate
The University of Calgary
University of Alberta 2006 — 2010
Bachelor of Science (BSc), Mechanical Engineering
Western Canada High School 2004 — 2006
Evan Slazinik's BMO Capital Markets Experience July 2014 - February 2015
Job Chief of Staff to the Executive Team
Industry Renewables & Environment
Experience
Dividend Solar, Inc. February 2015 - Present
BMO Capital Markets July 2014 - February 2015
BMO Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance & Economics
Dividend Solar, Inc. February 2015 - Present
BMO Capital Markets July 2014 - February 2015
BMO Capital Markets June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Finance & Economics
Isabelle Maranda Isabelle Maranda's BMO Capital Markets Experience January 2005 - Present
Job Director Financial products at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2005 - Present
CDP Capital 1995 - 2004
Skills
Capital Markets, Derivatives, Bloomberg, Equities, Investment Banking, Financial Markets, Trading, Fixed Income, Hedge Funds, Valuation, Corporate Finance, Portfolio Management
Education
Université Laval / Laval University 1993 — 1995
M.Sc., Finance
BMO Capital Markets January 2005 - Present
CDP Capital 1995 - 2004
Skills
Capital Markets, Derivatives, Bloomberg, Equities, Investment Banking, Financial Markets, Trading, Fixed Income, Hedge Funds, Valuation, Corporate Finance, Portfolio Management
Education
Université Laval / Laval University 1993 — 1995
M.Sc., Finance
Tod Benton Tod Benton's BMO Capital Markets Experience February 2007 - January 2014
Job Vice Chairman, BMO Capital Markets Energy Group
Industry Investment Banking
Experience
BMO Capital Markets February 2007 - January 2014
Deutsche Bank July 2004 - February 2007
JPMorgan Chase November 1987 - July 2004
Skills
Investment Banking, Capital Markets, Private Equity, Financial Structuring, Corporate Finance, Structured Finance, Valuation, Financial Modeling, Equities, Leveraged Finance, Mergers, Derivatives, Mezzanine, Divestitures, Trading, Investments, Project Finance, Venture Capital, Asset Managment, Due Diligence, Commodity, Private Placements, Hedge Funds, LBO
Education
University of Houston 1982 — 1984
Master of Business Administration (MBA), Finance
Youngstown State University 1975 — 1979
Bachelor of Science (BS), Civil Engineering
BMO Capital Markets February 2007 - January 2014
Deutsche Bank July 2004 - February 2007
JPMorgan Chase November 1987 - July 2004
Skills
Investment Banking, Capital Markets, Private Equity, Financial Structuring, Corporate Finance, Structured Finance, Valuation, Financial Modeling, Equities, Leveraged Finance, Mergers, Derivatives, Mezzanine, Divestitures, Trading, Investments, Project Finance, Venture Capital, Asset Managment, Due Diligence, Commodity, Private Placements, Hedge Funds, LBO
Education
University of Houston 1982 — 1984
Master of Business Administration (MBA), Finance
Youngstown State University 1975 — 1979
Bachelor of Science (BS), Civil Engineering
Katie Avillo Katie Avillo's BMO Capital Markets Experience May 2013 - Present
Job New York
Industry Financial Services
Experience
BMO Capital Markets May 2013 - Present
Northwestern Mutual October 2012 - May 2013
Northwestern Mutual July 2010 - October 2012
Education
University at Albany 2006 — 2010
B.A., Economics & Business Administration
BMO Capital Markets May 2013 - Present
Northwestern Mutual October 2012 - May 2013
Northwestern Mutual July 2010 - October 2012
Education
University at Albany 2006 — 2010
B.A., Economics & Business Administration
Amy Gall's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst | Real Estate
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Sitori Ventures, Inc May 2012 - August 2012
WEPA, Inc May 2011 - August 2011
Skills
STATA, Google Analytics, Microsoft Excel, Microsoft Office, Stata, Financial Analysis, Data Analysis, Valuation, Bloomberg, Capital IQ, Corporate Finance, Financial Modeling, Capital Markets, Equity Research, Banking
Education
Tulane University 2010 — 2014
Finance Economics
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Sitori Ventures, Inc May 2012 - August 2012
WEPA, Inc May 2011 - August 2011
Skills
STATA, Google Analytics, Microsoft Excel, Microsoft Office, Stata, Financial Analysis, Data Analysis, Valuation, Bloomberg, Capital IQ, Corporate Finance, Financial Modeling, Capital Markets, Equity Research, Banking
Education
Tulane University 2010 — 2014
Finance Economics
Jennifer Guo, CFA Jennifer Guo, CFA's BMO Capital Markets Experience September 2013 - Present
Job Corporate Banking Associate
Industry Banking
Experience
BMO Capital Markets September 2013 - Present
The New Gallery October 2012 - June 2014
Rotman School of Management September 2010 - June 2012
CIBC May 2011 - September 2011
BMO May 2010 - August 2010
BMO October 2007 - May 2010
Skills
Financial Modeling, Portfolio Management, Risk Management, Credit, Strategy, Equities, Bloomberg, Financial Risk, Analysis, Financial Services, Loans, Commercial Banking, Accounting, Corporate Finance, Data Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
The University of Calgary 2002 — 2007
Bachelor of Commerce (B.Com.), Finance
BMO Capital Markets September 2013 - Present
The New Gallery October 2012 - June 2014
Rotman School of Management September 2010 - June 2012
CIBC May 2011 - September 2011
BMO May 2010 - August 2010
BMO October 2007 - May 2010
Skills
Financial Modeling, Portfolio Management, Risk Management, Credit, Strategy, Equities, Bloomberg, Financial Risk, Analysis, Financial Services, Loans, Commercial Banking, Accounting, Corporate Finance, Data Analysis
Education
University of Toronto - Rotman School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
The University of Calgary 2002 — 2007
Bachelor of Commerce (B.Com.), Finance
Michael Loewen, CFA Michael Loewen, CFA's BMO Capital Markets Experience May 2010 - August 2010
Job Director, Commodities Strategist at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
Scotiabank Global Banking and Markets October 2015 - Present
TD Securities June 2014 - September 2015
RBC Capital Markets August 2011 - May 2014
BMO Capital Markets May 2010 - August 2010
BP January 2006 - July 2009
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Alberta 2001 — 2005
Bachelor's Degree
Uppsala universitet / Uppsala University
James Rigos James Rigos's BMO Capital Markets Experience March 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2014 - Present
Sidoti & Company, LLC February 2013 - March 2014
Ipreo June 2012 - February 2013
Five Points Partners June 2011 - September 2011
Skills
Financial Analysis, Market Research, Team Leadership, Manage Client..., Fundamental Analysis, Bloomberg, Equity Research, Trading, Institutional..., Long/Short Equity, Financial Modeling, Capital Markets, Valuation, Presentation Skills, Investments, Equities, Client Relations
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona
International Finance
BMO Capital Markets March 2014 - Present
Sidoti & Company, LLC February 2013 - March 2014
Ipreo June 2012 - February 2013
Five Points Partners June 2011 - September 2011
Skills
Financial Analysis, Market Research, Team Leadership, Manage Client..., Fundamental Analysis, Bloomberg, Equity Research, Trading, Institutional..., Long/Short Equity, Financial Modeling, Capital Markets, Valuation, Presentation Skills, Investments, Equities, Client Relations
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona
International Finance
Marco Gentile's BMO Capital Markets Experience 2007 - Present
Job Senior Manager at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2007 - Present
UBS Investment Bank March 2006 - March 2007
Skills
Series 7, Series 63, Middle Office
Education
The University of Connecticut 1997 — 2001
BA, Economics
BMO Capital Markets 2007 - Present
UBS Investment Bank March 2006 - March 2007
Skills
Series 7, Series 63, Middle Office
Education
The University of Connecticut 1997 — 2001
BA, Economics
Carl Barkow Carl Barkow's BMO Capital Markets Experience February 2004 - February 2012
Job Senior Vice President, Structure Finance at Zions Bancorporation
Industry Capital Markets
Experience
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Diana Maciejczyk Diana Maciejczyk's BMO Capital Markets Experience April 2010 - Present
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
UBS 2008 - 2010
Skills
Financial Analysis, Capital Markets, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Series 7, Microsoft Excel, Finance, Trading, Sales, Bonds, Microsoft Office
Education
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
BMO Capital Markets April 2010 - Present
UBS 2008 - 2010
Skills
Financial Analysis, Capital Markets, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Series 7, Microsoft Excel, Finance, Trading, Sales, Bonds, Microsoft Office
Education
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
University of Illinois at Chicago 2004 — 2008
Bachelor's degree, Finance, General
Brett Adlard, CFA, FRM Brett Adlard, CFA, FRM's BMO Capital Markets Experience June 2010 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2010 - Present
Geneva Trading USA, LLC July 2009 - January 2010
Skills
Bloomberg, Fixed Income, VBA, Technical Analysis, Portfolio Management, Derivatives, Swaps, Analysis, Trading Strategies, Capital Markets, Equities, Valuation, Financial Modeling, Finance, Financial Analysis, Trading
Education
University of Dayton 2005 — 2009
Bachelors of Science, Finance and Economics Minor in Philosophy
BMO Capital Markets June 2010 - Present
Geneva Trading USA, LLC July 2009 - January 2010
Skills
Bloomberg, Fixed Income, VBA, Technical Analysis, Portfolio Management, Derivatives, Swaps, Analysis, Trading Strategies, Capital Markets, Equities, Valuation, Financial Modeling, Finance, Financial Analysis, Trading
Education
University of Dayton 2005 — 2009
Bachelors of Science, Finance and Economics Minor in Philosophy
Allison Lurie Allison Lurie's BMO Capital Markets Experience October 2007 - May 2009
Job Associate at Gresham Partners, LLC
Industry Investment Management
Experience
Gresham Partners, LLC May 2009 - Present
BMO Capital Markets October 2007 - May 2009
Windward Reports October 2006 - July 2007
Skills
Training
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BA, Business Administration, Management, Human Resources
University of Pittsburg, Semester at Sea program 2006 — 2006
Gresham Partners, LLC May 2009 - Present
BMO Capital Markets October 2007 - May 2009
Windward Reports October 2006 - July 2007
Skills
Training
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BA, Business Administration, Management, Human Resources
University of Pittsburg, Semester at Sea program 2006 — 2006
Cyntia Bonilla Cyntia Bonilla's BMO Capital Markets Experience September 2008 - December 2012
Job Officer, Global Cash Management State Street Canada
Industry Financial Services
Experience
State Street March 2015 - Present
PSP Investments February 2013 - March 2015
BMO Capital Markets September 2008 - December 2012
Desjardins 2005 - 2008
National Bank of Canada 2004 - 2005
National Bank of Canada 1999 - 2004
Skills
Banking, Investment Banking, Risk Management, Back Office, Equities, Equity Derivatives, Business Analysis, Trading Systems, Options, FX Options, Accounting, Operational Risk, Interest Rate..., Management, Corporate Finance, Structured Products, Credit Derivatives, Produits dérivés, Comptabilité, Back office, Banque, Derivatives, Options marché des...
Education
Université du Québec à Montréal 1994 — 1998
BAA, Finance
State Street March 2015 - Present
PSP Investments February 2013 - March 2015
BMO Capital Markets September 2008 - December 2012
Desjardins 2005 - 2008
National Bank of Canada 2004 - 2005
National Bank of Canada 1999 - 2004
Skills
Banking, Investment Banking, Risk Management, Back Office, Equities, Equity Derivatives, Business Analysis, Trading Systems, Options, FX Options, Accounting, Operational Risk, Interest Rate..., Management, Corporate Finance, Structured Products, Credit Derivatives, Produits dérivés, Comptabilité, Back office, Banque, Derivatives, Options marché des...
Education
Université du Québec à Montréal 1994 — 1998
BAA, Finance
Bin Liao Bin Liao's BMO Capital Markets Experience February 2008 - Present
Job VP Trade Finance at BMO Capital Markets
Industry International Trade and Development
Experience
BMO Capital Markets February 2008 - Present
National Bank of Canada December 2004 - January 2008
Royal Bank of Canada January 2000 - December 2004
Skills
Commercial Banking, Trade Finance, Letters of Credit, Banking, Financial Risk, Risk Management, Corporate Finance, Credit, Trading, Credit Analysis, International Trade
Education
Université du Québec à Montréal 1990 — 1992
Bcom, Finance
BMO Capital Markets February 2008 - Present
National Bank of Canada December 2004 - January 2008
Royal Bank of Canada January 2000 - December 2004
Skills
Commercial Banking, Trade Finance, Letters of Credit, Banking, Financial Risk, Risk Management, Corporate Finance, Credit, Trading, Credit Analysis, International Trade
Education
Université du Québec à Montréal 1990 — 1992
Bcom, Finance
catherine oakford catherine oakford's BMO Capital Markets Experience May 2014 - Present
Job Vice President, Corporate Access at BMO Capital Markets
Industry Events Services
Experience
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
BMO Capital Markets May 2014 - Present
Lazard Capital Markets January 2013 - March 2014
Lazard Capital Markets June 2011 - January 2013
Hermès of Paris April 2010 - June 2011
UBS Wealth Management December 2008 - March 2010
UBS Wealth Management October 2007 - December 2008
UBS Investment Bank March 2005 - October 2007
TRAFELET & COMPANY LLC March 2004 - January 2005
PHD USA November 2002 - March 2004
Skills
Event Management, Budgets, Cross-functional Team..., Contract Negotiation, Research, Sponsorship, Corporate Events, Event Planning, Marketing Communications, Marketing, Public Relations, Training, Marketing Strategy, Advertising, Management, Microsoft Office, Sales
Education
University of Colorado Boulder 1998 — 2002
BA, Communications
Jennifer Ptak's BMO Capital Markets Experience August 2007 - November 2008
Job Program Manager, Cook County Department of Planning & Development
Industry Government Administration
Experience
Cook County Government July 2014 - Present
University of Chicago February 2012 - June 2014
University of Chicago February 2011 - February 2012
University of Chicago November 2008 - January 2011
BMO Capital Markets August 2007 - November 2008
Flyer Enterprises January 2004 - April 2006
AmeriCorps June 2005 - August 2005
Education
University of Chicago
M.A., Social Services Administration
University of Dayton
B.S., Summa cum Laude, Economics; Management
Cook County Government July 2014 - Present
University of Chicago February 2012 - June 2014
University of Chicago February 2011 - February 2012
University of Chicago November 2008 - January 2011
BMO Capital Markets August 2007 - November 2008
Flyer Enterprises January 2004 - April 2006
AmeriCorps June 2005 - August 2005
Education
University of Chicago
M.A., Social Services Administration
University of Dayton
B.S., Summa cum Laude, Economics; Management
Brian Osiowy Brian Osiowy's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2014 - Present
Husky Energy September 2013 - April 2014
Inter-Collegiate Business Competition January 2014 - January 2014
Paradigm Capital May 2013 - August 2013
Great-West Life May 2012 - August 2012
Towers Watson January 2012 - April 2012
Skills
Highly Analytical, Self Driven, Team-oriented, Time Management, Actuarial Science, Teamwork, Critical Thinking, Leadership, Defined Benefit, Team Leadership, Finance, Financial Modeling, Valuation, Financial Analysis, Goal Oriented, Analytical Skills
Education
The University of Calgary 2009 — 2014
Bachelor of Commerce, Finance; Minor in Actuarial Science
BMO Capital Markets July 2014 - Present
Husky Energy September 2013 - April 2014
Inter-Collegiate Business Competition January 2014 - January 2014
Paradigm Capital May 2013 - August 2013
Great-West Life May 2012 - August 2012
Towers Watson January 2012 - April 2012
Skills
Highly Analytical, Self Driven, Team-oriented, Time Management, Actuarial Science, Teamwork, Critical Thinking, Leadership, Defined Benefit, Team Leadership, Finance, Financial Modeling, Valuation, Financial Analysis, Goal Oriented, Analytical Skills
Education
The University of Calgary 2009 — 2014
Bachelor of Commerce, Finance; Minor in Actuarial Science
Noelle Campbell Noelle Campbell's BMO Capital Markets Experience July 2006 - April 2012
Job MBA Candidate at UCLA Anderson
Industry Management Consulting
Experience
Mercer June 2015 - August 2015
Anna Runs America September 2012 - July 2014
BMO Capital Markets July 2006 - April 2012
Procter & Gamble June 2005 - August 2005
Skills
Factset, Financial Modeling, Valuation, Investment Banking, Corporate Development, Capital Markets, Private Equity, Mergers & Acquisitions, Equities, Investments, Management, Financial Analysis, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Finance and Management
Mercer June 2015 - August 2015
Anna Runs America September 2012 - July 2014
BMO Capital Markets July 2006 - April 2012
Procter & Gamble June 2005 - August 2005
Skills
Factset, Financial Modeling, Valuation, Investment Banking, Corporate Development, Capital Markets, Private Equity, Mergers & Acquisitions, Equities, Investments, Management, Financial Analysis, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Finance and Management
David Morkes David Morkes's BMO Capital Markets Experience May 2013 - Present
Job Vice President Institutional Fixed Income at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2013 - Present
Ameriprise Financial Services, Inc. January 2007 - May 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Income, Bonds, Finance, Investment Banking, Management, Asset Management
Education
University of Dayton
BMO Capital Markets May 2013 - Present
Ameriprise Financial Services, Inc. January 2007 - May 2013
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Fixed Income, Bonds, Finance, Investment Banking, Management, Asset Management
Education
University of Dayton
Katie Pitts's BMO Capital Markets Experience April 2013 - February 2014
Job Proposal Administrator at CGI
Industry Nonprofit Organization Management
Experience
Aimia Inc February 2014 - February 2015
BMO Capital Markets April 2013 - February 2014
Mine Action Project Officer March 2011 - August 2011
Mines Action Canada 2008 - 2011
Peacebuild: Canada's Peacebuilding Network October 2007 - May 2008
Skills
NGOs, Program Management, Research, Proposal Writing, Policy, Editing
Education
University of Sussex 2011 — 2012
Master's degree, Conflict, Security and Development
University of Guelph 2002 — 2007
Bachelor of Arts (B.A.), International Development
Aimia Inc February 2014 - February 2015
BMO Capital Markets April 2013 - February 2014
Mine Action Project Officer March 2011 - August 2011
Mines Action Canada 2008 - 2011
Peacebuild: Canada's Peacebuilding Network October 2007 - May 2008
Skills
NGOs, Program Management, Research, Proposal Writing, Policy, Editing
Education
University of Sussex 2011 — 2012
Master's degree, Conflict, Security and Development
University of Guelph 2002 — 2007
Bachelor of Arts (B.A.), International Development
Alvino Bailey Alvino Bailey's BMO Capital Markets Experience March 2005 - September 2007
Job Vice President, Treasury Management Advisors at MB Financial Bank
Industry Banking
Experience
MB Financial Bank March 2012 - Present
Wells Fargo September 2007 - March 2012
BMO Capital Markets March 2005 - September 2007
Fifth Third Bank May 2004 - March 2005
Bank of America September 2001 - May 2004
Bank of America June 2000 - September 2001
Skills
Investments, Portfolio Management, Strategy, Finance, Credit, Electronic Payments, Loans, Business Development, Sales, Commercial Lending, New Business Development, Management, Budgets, Analysis, Cash Management, Treasury Management, Relationship Management, Banking
Education
University of Illinois at Chicago
University of Illinois at Urbana-Champaign
MB Financial Bank March 2012 - Present
Wells Fargo September 2007 - March 2012
BMO Capital Markets March 2005 - September 2007
Fifth Third Bank May 2004 - March 2005
Bank of America September 2001 - May 2004
Bank of America June 2000 - September 2001
Skills
Investments, Portfolio Management, Strategy, Finance, Credit, Electronic Payments, Loans, Business Development, Sales, Commercial Lending, New Business Development, Management, Budgets, Analysis, Cash Management, Treasury Management, Relationship Management, Banking
Education
University of Illinois at Chicago
University of Illinois at Urbana-Champaign
Scott Humphrey Scott Humphrey's BMO Capital Markets Experience December 2014 - Present
Job Head of US Industrial Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
Deutsche Bank June 1997 - February 2007
Skills
Mergers, Acquisitions, Corporate Finance, Non-profits, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Business Strategy, Finance, Start-ups, Corporate Development, Investment Banking, Valuation, Capital Markets, Nonprofits
Education
University of Arizona 1988 — 1992
BMO Capital Markets December 2014 - Present
Deutsche Bank June 1997 - February 2007
Skills
Mergers, Acquisitions, Corporate Finance, Non-profits, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Business Strategy, Finance, Start-ups, Corporate Development, Investment Banking, Valuation, Capital Markets, Nonprofits
Education
University of Arizona 1988 — 1992
Perrin Kerravala Perrin Kerravala's BMO Capital Markets Experience August 2003 - December 2005
Job Manager, Library at Export Development Canada (EDC) | Exportation et développement Canada (EDC)
Industry Research
Experience
Export Development Canada (EDC) Exportation et développement Canada (EDC) May 2014 - Present
Outsell Inc 2012 - Present
Free Pint Ltd 2009 - Present
Export Development Canada September 2008 - May 2014
Foreign Affairs and International Trade Canada January 2006 - September 2008
BMO Capital Markets August 2003 - December 2005
Skills
Information Management, Research, Analysis, Economics, Bloomberg, Strategic Planning, Negotiation, French, Writing, Management, Online Research, Editing, Report Writing, Content Management, Government, Financial Analysis, Business Strategy, Strategy, Knowledge Management
Education
University of Alberta 2001 — 2003
MLIS
Export Development Canada (EDC) Exportation et développement Canada (EDC) May 2014 - Present
Outsell Inc 2012 - Present
Free Pint Ltd 2009 - Present
Export Development Canada September 2008 - May 2014
Foreign Affairs and International Trade Canada January 2006 - September 2008
BMO Capital Markets August 2003 - December 2005
Skills
Information Management, Research, Analysis, Economics, Bloomberg, Strategic Planning, Negotiation, French, Writing, Management, Online Research, Editing, Report Writing, Content Management, Government, Financial Analysis, Business Strategy, Strategy, Knowledge Management
Education
University of Alberta 2001 — 2003
MLIS
Nicholas Graham's BMO Capital Markets Experience November 2014 - Present
Job Vice President, Investment & Corporate Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets August 2014 - November 2014
Macquarie Capital Markets Canada Ltd. July 2012 - August 2014
Macquarie Capital Markets Canada Ltd. March 2010 - July 2012
Husky Oil Operations Limited November 2006 - March 2010
Husky Oil Operations Limited May 2006 - October 2006
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Energy, Corporate Finance
Education
University of Alberta 2001 — 2006
BSc in Engineering, Electrical Engineering
BMO Capital Markets November 2014 - Present
BMO Capital Markets August 2014 - November 2014
Macquarie Capital Markets Canada Ltd. July 2012 - August 2014
Macquarie Capital Markets Canada Ltd. March 2010 - July 2012
Husky Oil Operations Limited November 2006 - March 2010
Husky Oil Operations Limited May 2006 - October 2006
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Energy, Corporate Finance
Education
University of Alberta 2001 — 2006
BSc in Engineering, Electrical Engineering
Vlad Buldum Vlad Buldum's BMO Capital Markets Experience February 2011 - January 2013
Job Senior IT Consultant at Scotiabank
Industry Information Technology and Services
Experience
Scotiabank June 2015 - Present
TD December 2013 - June 2015
CIBC February 2013 - November 2013
BMO Capital Markets February 2011 - January 2013
CIBC October 2009 - February 2011
IBM Global Services April 2009 - October 2009
TD Bank August 2004 - April 2009
HP December 2001 - August 2004
Sun Microsystems May 2000 - November 2001
CIBC Mellon November 1998 - May 2000
Skills
Enterprise Architecture, Disaster Recovery, Solaris, Red Hat Linux, Veritas Storage..., Unix Shell Scripting, Cluster, Calypso, High Availability, Unix, Data Center, ITIL, AIX, SAN, IT Service Management, Linux, Integration, Security, Shell Scripting
Education
1989 — 1994
Master’s Degree, Computer Science
Caragiale
Scotiabank June 2015 - Present
TD December 2013 - June 2015
CIBC February 2013 - November 2013
BMO Capital Markets February 2011 - January 2013
CIBC October 2009 - February 2011
IBM Global Services April 2009 - October 2009
TD Bank August 2004 - April 2009
HP December 2001 - August 2004
Sun Microsystems May 2000 - November 2001
CIBC Mellon November 1998 - May 2000
Skills
Enterprise Architecture, Disaster Recovery, Solaris, Red Hat Linux, Veritas Storage..., Unix Shell Scripting, Cluster, Calypso, High Availability, Unix, Data Center, ITIL, AIX, SAN, IT Service Management, Linux, Integration, Security, Shell Scripting
Education
1989 — 1994
Master’s Degree, Computer Science
Caragiale
Dan Negreanu {LION 2k+} Dan Negreanu {LION 2k+}'s BMO Capital Markets Experience May 2004 - August 2007
Job Commodities Technology at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets November 2009 - Present
Ediodra November 2008 - July 2009
RBC Insurance November 2007 - September 2008
BMO Capital Markets May 2004 - August 2007
Leisureworld May 2003 - May 2004
IBM@Bank of Nova Scotia March 2003 - May 2003
Computer Sciences Canada @NORTEL June 2000 - November 2002
Romelectro August 1994 - January 2000
Radio Contact 1992 - 1993
Skills
Team Leadership, Management, Process Improvement, Project Management, Vendor Management, Business Analysis, Requirements Analysis, SDLC, ITIL, Strategy, Agile Methodologies, Software Development, Software Project..., Quality Assurance, Integration, Risk Management, Project Delivery, Project Portfolio..., PMO, Leadership, IT Strategy, Program Management, Enterprise Architecture, IT Management, CRM, PMP, Project Planning, Microsoft SQL Server, Cross-functional Team..., Change Management, SharePoint, Business Process..., User Acceptance Testing, Business Process, Disaster Recovery, Team Management, Requirements Gathering
Education
University of Toronto 2008 — 2008
Certificate
Institute for Learning 2005 — 2007
1989 — 2004
Diploma
Liceul CD Gherea 1984 — 1988
Baccalaureate Diploma
RBC Capital Markets November 2009 - Present
Ediodra November 2008 - July 2009
RBC Insurance November 2007 - September 2008
BMO Capital Markets May 2004 - August 2007
Leisureworld May 2003 - May 2004
IBM@Bank of Nova Scotia March 2003 - May 2003
Computer Sciences Canada @NORTEL June 2000 - November 2002
Romelectro August 1994 - January 2000
Radio Contact 1992 - 1993
Skills
Team Leadership, Management, Process Improvement, Project Management, Vendor Management, Business Analysis, Requirements Analysis, SDLC, ITIL, Strategy, Agile Methodologies, Software Development, Software Project..., Quality Assurance, Integration, Risk Management, Project Delivery, Project Portfolio..., PMO, Leadership, IT Strategy, Program Management, Enterprise Architecture, IT Management, CRM, PMP, Project Planning, Microsoft SQL Server, Cross-functional Team..., Change Management, SharePoint, Business Process..., User Acceptance Testing, Business Process, Disaster Recovery, Team Management, Requirements Gathering
Education
University of Toronto 2008 — 2008
Certificate
Institute for Learning 2005 — 2007
1989 — 2004
Diploma
Liceul CD Gherea 1984 — 1988
Baccalaureate Diploma
Shay Finley's BMO Capital Markets Experience July 2015 - Present
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
US Army May 2004 - July 2013
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (B.S.), Art, Philosophy, and Literature (Minor in Systems Engineering)
BMO Capital Markets July 2015 - Present
US Army May 2004 - July 2013
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (B.S.), Art, Philosophy, and Literature (Minor in Systems Engineering)
Katie Schott's BMO Capital Markets Experience May 2007 - April 2012
Job Corporate Access at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank April 2015 - Present
Personal BlackBox April 2014 - March 2015
Red-D-Arc Welderentals May 2012 - December 2013
BMO Capital Markets May 2007 - April 2012
The Westfield Group October 2005 - May 2007
Skills
Marketing, Equities, Event Planning, Capital Markets, Social Media Marketing, Social Media, Corporate Access, CRM, Series 7, Roadshows, Business Development, Strategic Planning, Series 63, Salesforce.com, Investor Relations, Microsoft Office, Equity Research, Communication, Mobile Applications, Public Speaking, Financial Modeling, Public Relations, Financial Analysis, Management, CRM Integration, Conferences
Education
Tulane University 2001 — 2005
B.A., Psychology, Business
UBS Investment Bank April 2015 - Present
Personal BlackBox April 2014 - March 2015
Red-D-Arc Welderentals May 2012 - December 2013
BMO Capital Markets May 2007 - April 2012
The Westfield Group October 2005 - May 2007
Skills
Marketing, Equities, Event Planning, Capital Markets, Social Media Marketing, Social Media, Corporate Access, CRM, Series 7, Roadshows, Business Development, Strategic Planning, Series 63, Salesforce.com, Investor Relations, Microsoft Office, Equity Research, Communication, Mobile Applications, Public Speaking, Financial Modeling, Public Relations, Financial Analysis, Management, CRM Integration, Conferences
Education
Tulane University 2001 — 2005
B.A., Psychology, Business
Rahul Suri's BMO Capital Markets Experience February 2010 - September 2014
Job Global Operator | Banker | Experienced Leader
Industry Capital Markets
Experience
Canada-India Business Council June 2011 - Present
Covenant House Toronto November 2010 - Present
BMO Capital Markets February 2010 - September 2014
Celestica August 2006 - November 2008
Celestica August 2000 - July 2006
BMO Nesbitt Burns 1997 - 2000
Davies Ward Phillips & Vineberg LLP 1989 - 1997
Skills
Leadership, Integration, Mergers, Acquisition Integration, Divestitures, Business Strategy, Management Consulting, Finance, Investments, Manufacturing, Business Process..., Mergers & Acquisitions, New Business Development, Cross-functional Team..., Strategy, Corporate Development, International Business, Supply Chain Management, Corporate Finance, M&A experience, Strategic Planning, Management, Business Analysis, P&L Management, Due Diligence, Executive Management, Business Development, Outsourcing, Product Management
Education
University of Cambridge 1983 — 1986
Master of Arts (M.A.)
University of Toronto 1986 — 1987
LL.B. Equivalence
Canada-India Business Council June 2011 - Present
Covenant House Toronto November 2010 - Present
BMO Capital Markets February 2010 - September 2014
Celestica August 2006 - November 2008
Celestica August 2000 - July 2006
BMO Nesbitt Burns 1997 - 2000
Davies Ward Phillips & Vineberg LLP 1989 - 1997
Skills
Leadership, Integration, Mergers, Acquisition Integration, Divestitures, Business Strategy, Management Consulting, Finance, Investments, Manufacturing, Business Process..., Mergers & Acquisitions, New Business Development, Cross-functional Team..., Strategy, Corporate Development, International Business, Supply Chain Management, Corporate Finance, M&A experience, Strategic Planning, Management, Business Analysis, P&L Management, Due Diligence, Executive Management, Business Development, Outsourcing, Product Management
Education
University of Cambridge 1983 — 1986
Master of Arts (M.A.)
University of Toronto 1986 — 1987
LL.B. Equivalence
Daniel Yoo Daniel Yoo's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst, M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Caterpillar Inc. January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Leadership, Management Accounting, Time Management, Data Analysis, Accounting, Capital IQ, Technical Analysis
Education
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor of Science (B.S.), Accounting and Finance
University of Illinois at Chicago 2010 — 2012
Accounting and Finance
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Caterpillar Inc. January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, Leadership, Management Accounting, Time Management, Data Analysis, Accounting, Capital IQ, Technical Analysis
Education
University of Illinois at Urbana-Champaign 2012 — 2015
Bachelor of Science (B.S.), Accounting and Finance
University of Illinois at Chicago 2010 — 2012
Accounting and Finance
Charles Culp Charles Culp'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
Innovative Entertainment August 2011 - May 2015
ROTH Capital Partners June 2013 - August 2013
Education
UC Berkeley 2011 — 2015
Bachelor of Business Administration (B.B.A.)
BMO Capital Markets July 2015 - Present
Innovative Entertainment August 2011 - May 2015
ROTH Capital Partners June 2013 - August 2013
Education
UC Berkeley 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Emily Scudder, CFA, CPA Emily Scudder, CFA, CPA's BMO Capital Markets Experience August 2009 - May 2013
Job Equity Investment Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2015 - Present
Invesco Ltd. June 2014 - August 2014
BMO Capital Markets August 2009 - May 2013
Ernst & Young September 2007 - August 2009
UC Santa Barbara September 2005 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Majors: Finance; Accounting, Graduation with Honors; Palmer Scholar
University of California, Santa Barbara 2003 — 2007
BA, BS, Business Economics - Accounting and Financial Mathematics & Statistics, Highest Honors
T. Rowe Price August 2015 - Present
Invesco Ltd. June 2014 - August 2014
BMO Capital Markets August 2009 - May 2013
Ernst & Young September 2007 - August 2009
UC Santa Barbara September 2005 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Majors: Finance; Accounting, Graduation with Honors; Palmer Scholar
University of California, Santa Barbara 2003 — 2007
BA, BS, Business Economics - Accounting and Financial Mathematics & Statistics, Highest Honors
Suzanne George Suzanne George's BMO Capital Markets Experience August 2012 - July 2014
Job Senior Recruiter at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners August 2014 - Present
BMO Capital Markets August 2012 - July 2014
MindSpring Partners LLC April 2011 - August 2012
Global Employment Solutions March 2006 - February 2011
Careerbuilder.com June 2004 - January 2006
Skills
Recruiting, Applicant Tracking..., Executive Search, Sourcing, CRM, Human Resources, Leadership, Interviews, Management, New Business Development, Strategy, Sales, Marketing, Cold Calling, Team Management, Coaching, Lead Generation, Project Management, Negotiation, Temporary Placement, Networking, Microsoft Excel, Consulting, Career Counseling, Start-ups, Training, Social Networking
Education
University of Illinois at Chicago 1999 — 2003
Bachelor's Degree, Business Administration and Marketing; Certificate in Entrepreneurial Studies
West Monroe Partners August 2014 - Present
BMO Capital Markets August 2012 - July 2014
MindSpring Partners LLC April 2011 - August 2012
Global Employment Solutions March 2006 - February 2011
Careerbuilder.com June 2004 - January 2006
Skills
Recruiting, Applicant Tracking..., Executive Search, Sourcing, CRM, Human Resources, Leadership, Interviews, Management, New Business Development, Strategy, Sales, Marketing, Cold Calling, Team Management, Coaching, Lead Generation, Project Management, Negotiation, Temporary Placement, Networking, Microsoft Excel, Consulting, Career Counseling, Start-ups, Training, Social Networking
Education
University of Illinois at Chicago 1999 — 2003
Bachelor's Degree, Business Administration and Marketing; Certificate in Entrepreneurial Studies
Julie Tasche Julie Tasche's BMO Capital Markets Experience June 2015 - Present
Job Administrative Assistant BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
SMG Worldwide Entertainment & Convention Venue Management September 2014 - May 2015
Nordstrom November 2013 - February 2014
Illegal Pete's July 2012 - September 2013
Illegal Pete's September 2008 - September 2013
Real Time Farms May 2011 - August 2011
Skills
Marketing Communications, Accounts Payable &..., Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Social Media, Customer Service, Cost Control, Catering, Food Safety, Food Service Sanitation, Food Quality, Marketing, Event Planning, Management, Public Speaking
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2011
Bachelor's Degree, Business Administration, Marketing, 3.0
Latin School of Chicago 1993 — 2007
High School, High School/Secondary Diplomas and Certificates, 3.7
Second City Training Center
BMO Capital Markets June 2015 - Present
SMG Worldwide Entertainment & Convention Venue Management September 2014 - May 2015
Nordstrom November 2013 - February 2014
Illegal Pete's July 2012 - September 2013
Illegal Pete's September 2008 - September 2013
Real Time Farms May 2011 - August 2011
Skills
Marketing Communications, Accounts Payable &..., Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Social Media, Customer Service, Cost Control, Catering, Food Safety, Food Service Sanitation, Food Quality, Marketing, Event Planning, Management, Public Speaking
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2011
Bachelor's Degree, Business Administration, Marketing, 3.0
Latin School of Chicago 1993 — 2007
High School, High School/Secondary Diplomas and Certificates, 3.7
Second City Training Center
Tim Lisevich Tim Lisevich's BMO Capital Markets Experience December 2013 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2001 - December 2013
Skills
Investment Banking, M&A Advisory, Equity Financing, Debt Financing, Oil & Gas, Energy
Education
University of Alberta 1996 — 2001
Bachelor of Commerce (BCom), Finance, Graduated with Distinction
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2001 - December 2013
Skills
Investment Banking, M&A Advisory, Equity Financing, Debt Financing, Oil & Gas, Energy
Education
University of Alberta 1996 — 2001
Bachelor of Commerce (BCom), Finance, Graduated with Distinction
Don Rawson Don Rawson's BMO Capital Markets Experience September 1994 - May 1999
Job Chief Financial Officer at CSV Midstream Solutions
Industry Financial Services
Experience
CSV Midstream Solutions May 2014 - Present
AltaCorp Capital Inc. January 2011 - May 2014
Mackie Research Capital December 2009 - January 2011
Tristone Capital July 2003 - June 2009
Rawson Financial Consulting/Fording Coal October 2002 - May 2003
EnCana May 2001 - May 2002
Canadian Pacific Ltd. October 1999 - May 2001
BMO Capital Markets September 1994 - May 1999
Echo Bay Mines May 1988 - July 1992
Skills
Valuation, Financial Analysis, Research, Project Finance, Financial Modeling, Risk Management, Corporate Finance, Commodity, Management, Equities, Investments, Due Diligence, Capital Markets, Investment Banking, Finance, Analysis, Equity Research, Private Equity, Banking, Forecasting, Portfolio Management, Corporate Development, Venture Capital, Business Planning, Hedge Funds, Mergers & Acquisitions, Strategic Planning
Education
The University of Chicago 1992 — 1994
MBA, Finance
University of Alberta 1984 — 1988
BComm, Finance, Marketing
CSV Midstream Solutions May 2014 - Present
AltaCorp Capital Inc. January 2011 - May 2014
Mackie Research Capital December 2009 - January 2011
Tristone Capital July 2003 - June 2009
Rawson Financial Consulting/Fording Coal October 2002 - May 2003
EnCana May 2001 - May 2002
Canadian Pacific Ltd. October 1999 - May 2001
BMO Capital Markets September 1994 - May 1999
Echo Bay Mines May 1988 - July 1992
Skills
Valuation, Financial Analysis, Research, Project Finance, Financial Modeling, Risk Management, Corporate Finance, Commodity, Management, Equities, Investments, Due Diligence, Capital Markets, Investment Banking, Finance, Analysis, Equity Research, Private Equity, Banking, Forecasting, Portfolio Management, Corporate Development, Venture Capital, Business Planning, Hedge Funds, Mergers & Acquisitions, Strategic Planning
Education
The University of Chicago 1992 — 1994
MBA, Finance
University of Alberta 1984 — 1988
BComm, Finance, Marketing
Wassim El Ouni, M.Sc., FRM Wassim El Ouni, M.Sc., FRM's BMO Capital Markets Experience December 2014 - Present
Job Managing Director Corporate Banking at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets October 2011 - Present
National Bank of Canada January 2008 - October 2011
National Bank of Canada February 2006 - January 2008
UQAM 2002 - 2005
Skills
Economic Capital, Stress Testing, Market Risk, Credit Risk, Basel II, Commercial Banking, Risk Management, Financial Risk, Financial Services, Business Strategy, Investments, Derivatives, Portfolio Management, Mergers & Acquisitions, Banking, Team Management, Financial Markets, Financial Analysis, Capital Markets, Credit Derivatives, Analytics
Education
GARP Association 2007 — 2007
Financial Risk Manager - FRM
Université du Québec à Montréal 2001 — 2004
Master of Sciences
Institut Supérieur de Gestion de Tunis 1995 — 1999
Bachelor of Business Administration (BBA)
BMO Capital Markets December 2014 - Present
BMO Capital Markets October 2011 - Present
National Bank of Canada January 2008 - October 2011
National Bank of Canada February 2006 - January 2008
UQAM 2002 - 2005
Skills
Economic Capital, Stress Testing, Market Risk, Credit Risk, Basel II, Commercial Banking, Risk Management, Financial Risk, Financial Services, Business Strategy, Investments, Derivatives, Portfolio Management, Mergers & Acquisitions, Banking, Team Management, Financial Markets, Financial Analysis, Capital Markets, Credit Derivatives, Analytics
Education
GARP Association 2007 — 2007
Financial Risk Manager - FRM
Université du Québec à Montréal 2001 — 2004
Master of Sciences
Institut Supérieur de Gestion de Tunis 1995 — 1999
Bachelor of Business Administration (BBA)
Tom Curran's BMO Capital Markets Experience July 2013 - Present
Job Trading Products Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets July 2013 - Present
BMO Capital Markets May 2012 - August 2012
BMO Capital Markets June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Brother Rice High School 2005 — 2009
BMO Capital Markets July 2013 - Present
BMO Capital Markets May 2012 - August 2012
BMO Capital Markets June 2011 - August 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Brother Rice High School 2005 — 2009
Sumeet Gupta Sumeet Gupta's BMO Capital Markets Experience July 2013 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2013 - Present
University of Alberta September 2012 - April 2013
Program for Research and Investment Management Excellence (PRIME) October 2011 - April 2013
BMO Capital Markets May 2012 - August 2012
Education
University of Alberta 2009 — 2013
Bachelor of Commerce (with Distinction), Finance
BMO Capital Markets July 2013 - Present
University of Alberta September 2012 - April 2013
Program for Research and Investment Management Excellence (PRIME) October 2011 - April 2013
BMO Capital Markets May 2012 - August 2012
Education
University of Alberta 2009 — 2013
Bachelor of Commerce (with Distinction), Finance
Chad Paparoni's BMO Capital Markets Experience January 2015 - August 2015
Job Assistant Portfolio Manager at Jarislowsky, Fraser Limited
Industry Investment Banking
Experience
Jarislowsky, Fraser Limited August 2015 - Present
BMO Capital Markets January 2015 - August 2015
CIBC April 2014 - September 2014
Aon Hewitt May 2013 - September 2013
Al Paparoni Accounting and Tax February 2012 - February 2013
Skills
Time Management, Leadership, Teamwork, Data Analysis, Microsoft Office, Microsoft Excel, Statistics, Critical Thinking, Research, PowerPoint, Microsoft Word, Economics, Public Speaking, Higher Education, Social Media, Financial Modeling, Financial Analysis, Financial Accounting, Strategic Financial..., Bloomberg Terminal, Bloomberg
Education
University of Guelph 2010 — 2014
Bachelor of Commerce (BCom), Accounting (Honours)
Jarislowsky, Fraser Limited August 2015 - Present
BMO Capital Markets January 2015 - August 2015
CIBC April 2014 - September 2014
Aon Hewitt May 2013 - September 2013
Al Paparoni Accounting and Tax February 2012 - February 2013
Skills
Time Management, Leadership, Teamwork, Data Analysis, Microsoft Office, Microsoft Excel, Statistics, Critical Thinking, Research, PowerPoint, Microsoft Word, Economics, Public Speaking, Higher Education, Social Media, Financial Modeling, Financial Analysis, Financial Accounting, Strategic Financial..., Bloomberg Terminal, Bloomberg
Education
University of Guelph 2010 — 2014
Bachelor of Commerce (BCom), Accounting (Honours)
Jeff Librot's BMO Capital Markets Experience June 2013 - August 2013
Job U.S. Associate at Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB April 2015 - Present
Citi June 2014 - April 2015
J.P. Morgan January 2014 - May 2014
Sigma Alpha Epsilon Fraternity November 2012 - November 2013
BMO Capital Markets June 2013 - August 2013
Skills
Finance, Leadership, Time Management, Analysis, Securities, Microsoft Excel, Microsoft Office, Equities, Organizational..., PowerPoint, Investments, Microsoft Word, Fundraising, Financial Analysis, Customer Service, Sales, Fixed Income, Credit, Bloomberg Terminal, Hedge Funds, Derivatives, Options, Foreign Exchange, VBA, Asset Management, Team Leadership, Economics, Public Speaking, Middle Office, Teamwork, Microsoft Access, Equities Trade Support, Financial Accounting, Communication, Sales Support, Fidessa, Broadridge Brokerage..., HTML, Budgets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance; Economics minor
Northern Highlands Regional High School 2006 — 2010
Crédit Agricole CIB April 2015 - Present
Citi June 2014 - April 2015
J.P. Morgan January 2014 - May 2014
Sigma Alpha Epsilon Fraternity November 2012 - November 2013
BMO Capital Markets June 2013 - August 2013
Skills
Finance, Leadership, Time Management, Analysis, Securities, Microsoft Excel, Microsoft Office, Equities, Organizational..., PowerPoint, Investments, Microsoft Word, Fundraising, Financial Analysis, Customer Service, Sales, Fixed Income, Credit, Bloomberg Terminal, Hedge Funds, Derivatives, Options, Foreign Exchange, VBA, Asset Management, Team Leadership, Economics, Public Speaking, Middle Office, Teamwork, Microsoft Access, Equities Trade Support, Financial Accounting, Communication, Sales Support, Fidessa, Broadridge Brokerage..., HTML, Budgets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance; Economics minor
Northern Highlands Regional High School 2006 — 2010
Nisha Haran's BMO Capital Markets Experience June 2014 - Present
Job Corporate Banking at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2014 - Present
BMO Capital Markets October 2013 - June 2014
Bank of America October 2012 - October 2013
Bank of America June 2011 - October 2012
Storm Ventures May 2010 - July 2010
Alcatel-Lucent June 2009 - August 2009
Skills
Spanish, Microsoft Office, Stata, Photoshop, Lisp, AMPL, Tamil, Statistics, Economics, Matlab, Data Analysis, Access, SQL, Visual Basic, Java, Databases, Financial Modeling, Entrepreneurship, Quantitative Analytics
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
BMO Capital Markets June 2014 - Present
BMO Capital Markets October 2013 - June 2014
Bank of America October 2012 - October 2013
Bank of America June 2011 - October 2012
Storm Ventures May 2010 - July 2010
Alcatel-Lucent June 2009 - August 2009
Skills
Spanish, Microsoft Office, Stata, Photoshop, Lisp, AMPL, Tamil, Statistics, Economics, Matlab, Data Analysis, Access, SQL, Visual Basic, Java, Databases, Financial Modeling, Entrepreneurship, Quantitative Analytics
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Robert Cannon Robert Cannon's BMO Capital Markets Experience June 2012 - August 2012
Job Associate, Finance at Rice Energy
Industry Financial Services
Experience
Rice Energy April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
BMO Capital Markets June 2012 - August 2012
Royal Bank of Canada Wealth Management June 2011 - August 2011
RealPage, Inc. June 2010 - August 2010
Dell Perot Systems June 2008 - July 2008
Dell Perot Systems June 2007 - August 2007
Skills
Financial Reporting, Portfolio Management, Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, Finance, Equities, Analysis, Bloomberg, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Finance, Computer Science
Highland Park High School 2005 — 2009
Rice Energy April 2015 - Present
Barclays Investment Bank June 2013 - April 2015
BMO Capital Markets June 2012 - August 2012
Royal Bank of Canada Wealth Management June 2011 - August 2011
RealPage, Inc. June 2010 - August 2010
Dell Perot Systems June 2008 - July 2008
Dell Perot Systems June 2007 - August 2007
Skills
Financial Reporting, Portfolio Management, Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, Finance, Equities, Analysis, Bloomberg, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Finance, Computer Science
Highland Park High School 2005 — 2009
Clare Pierce's BMO Capital Markets Experience January 2012 - September 2013
Job Associate General Counsel and Managing Director at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group September 2013 - Present
BMO Capital Markets January 2012 - September 2013
Citadel Investment Group May 2011 - November 2011
Chapdelaine & Co. 2009 - 2011
Bank of America 2004 - 2009
Cadwalader, Wickersham & Taft LLP 2004 - 2004
Jones Day 1998 - 2004
Skills
Private Equity, Securities, Equities, Investment Banking, Fixed Income, Investments, Corporate Law, Trading, Bonds, Options, Financial Services, Leveraged Finance
Education
Tulane University Law School 1996 — 1999
J.D., Law
State University of New York at Buffalo 1990 — 1996
B.A., Political Science, History
BMO Financial Group September 2013 - Present
BMO Capital Markets January 2012 - September 2013
Citadel Investment Group May 2011 - November 2011
Chapdelaine & Co. 2009 - 2011
Bank of America 2004 - 2009
Cadwalader, Wickersham & Taft LLP 2004 - 2004
Jones Day 1998 - 2004
Skills
Private Equity, Securities, Equities, Investment Banking, Fixed Income, Investments, Corporate Law, Trading, Bonds, Options, Financial Services, Leveraged Finance
Education
Tulane University Law School 1996 — 1999
J.D., Law
State University of New York at Buffalo 1990 — 1996
B.A., Political Science, History
Simona Cheoreanu Simona Cheoreanu's BMO Capital Markets Experience July 2003 - Present
Job Project Manager Equity Research BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets July 2003 - Present
Caledon Controls October 2001 - February 2003
Camtek AOI Systems Ltd. – Priori-tech group August 1998 - September 2001
PCB Technologies Ltd. – Priori-tech group August 1997 - July 1998
CIDAV Ltd. December 1994 - July 1997
National Colege "Al.Papiu Ilarian" - Tg.Mures July 1992 - August 1994
I.C.S.I.T. Titan -Bucharest August 1990 - July 1992
Skills
Portfolio Management, Equity Research, SDLC, Risk Management, Business Analysis, Unix, Automation, Visio, MS Project, Project Management, PMP, Financial Analysis, Financial Modeling, Visual Basic, Perl, Program Management, Analysis, Databases
Education
Professional/Continuing Education Courses 1990 — 2011
Diploma, Software & Computer Science, Management, Communication & Other
Polytechnic University of Bucharest - www.pub.ro 1985 — 1990
Master, Faculty of Automation & Computers - Electrical Engineering
National Colege "Al.Papiu Ilarian" - Tg.Mures - www.papiu.ro 1981 — 1985
High School Graduation Diploma, Specialization: Mathematics & Physics
BMO Capital Markets July 2003 - Present
Caledon Controls October 2001 - February 2003
Camtek AOI Systems Ltd. – Priori-tech group August 1998 - September 2001
PCB Technologies Ltd. – Priori-tech group August 1997 - July 1998
CIDAV Ltd. December 1994 - July 1997
National Colege "Al.Papiu Ilarian" - Tg.Mures July 1992 - August 1994
I.C.S.I.T. Titan -Bucharest August 1990 - July 1992
Skills
Portfolio Management, Equity Research, SDLC, Risk Management, Business Analysis, Unix, Automation, Visio, MS Project, Project Management, PMP, Financial Analysis, Financial Modeling, Visual Basic, Perl, Program Management, Analysis, Databases
Education
Professional/Continuing Education Courses 1990 — 2011
Diploma, Software & Computer Science, Management, Communication & Other
Polytechnic University of Bucharest - www.pub.ro 1985 — 1990
Master, Faculty of Automation & Computers - Electrical Engineering
National Colege "Al.Papiu Ilarian" - Tg.Mures - www.papiu.ro 1981 — 1985
High School Graduation Diploma, Specialization: Mathematics & Physics
Doug Vucevic Doug Vucevic's BMO Capital Markets Experience 2005 - 2006
Job DWH Quality Assurance & Risk Analyst at Deloitte
Industry Financial Services
Experience
Insitute for Software Engineering November 2000 - Present
Deloitte November 2014 - 2014
Deloitte 2014 - 2014
CIBC 2010 - 2013
Global Payments November 2009 - June 2010
BMO Capital Markets 2005 - 2006
Sears Canada 2000 - 2001
IBM 1971 - 1993
Skills
QTP, Business Analysis, Data Warehousing, VBScript, Software Project..., SQL, Performance Testing, Test Design, CMMI, Business Intelligence, End-to-end Testing, Integration, PMP, SOA Testing, Databases, SharePoint, Data Mining, Software Engineering, Visio, Systems Analysis, Visual Basic, Software Development, Microsoft SQL Server, MS Project, Vendor Management, Agile Project Management, Analysis, Management, Program Management, Information Technology, Leadership, Software Documentation, Oracle, Business Process, DB2, Linux, Quality Management, PL/SQL, Enterprise Architecture, Resource Management, PMO, Data Modeling, SOA, Solution Architecture, Project Portfolio..., ETL, Business Process..., Web Services, XML, CRM
Education
Univerzitet u Beogradu / University of Belgrade
Master's of Enginireeng, Electrononics & Telecommunications
ETF
Master of Engineering (M.Eng.)
Insitute for Software Engineering November 2000 - Present
Deloitte November 2014 - 2014
Deloitte 2014 - 2014
CIBC 2010 - 2013
Global Payments November 2009 - June 2010
BMO Capital Markets 2005 - 2006
Sears Canada 2000 - 2001
IBM 1971 - 1993
Skills
QTP, Business Analysis, Data Warehousing, VBScript, Software Project..., SQL, Performance Testing, Test Design, CMMI, Business Intelligence, End-to-end Testing, Integration, PMP, SOA Testing, Databases, SharePoint, Data Mining, Software Engineering, Visio, Systems Analysis, Visual Basic, Software Development, Microsoft SQL Server, MS Project, Vendor Management, Agile Project Management, Analysis, Management, Program Management, Information Technology, Leadership, Software Documentation, Oracle, Business Process, DB2, Linux, Quality Management, PL/SQL, Enterprise Architecture, Resource Management, PMO, Data Modeling, SOA, Solution Architecture, Project Portfolio..., ETL, Business Process..., Web Services, XML, CRM
Education
Univerzitet u Beogradu / University of Belgrade
Master's of Enginireeng, Electrononics & Telecommunications
ETF
Master of Engineering (M.Eng.)
Ainsley Benton's BMO Capital Markets Experience 2007 - 2008
Job Research Manager at Gerson Lehrman Group (GLG)
Industry Information Services
Experience
Gerson Lehrman Group (GLG) March 2014 - Present
Barclays Investment Bank December 2011 - 2013
Barclays Investment Bank July 2010 - December 2011
Barclays Investment Bank June 2009 - August 2009
BMO Capital Markets 2007 - 2008
Skills
Investment Banking, Capital Markets, Due Diligence, Private Equity, Data Analysis, Leadership, Microsoft Office, Research, Management, Business Strategy, Analysis, Fixed Income, Equities, Market Research
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Economics and French
Université de Technologie de Compiègne 2008 — 2008
French language and economics
Gerson Lehrman Group (GLG) March 2014 - Present
Barclays Investment Bank December 2011 - 2013
Barclays Investment Bank July 2010 - December 2011
Barclays Investment Bank June 2009 - August 2009
BMO Capital Markets 2007 - 2008
Skills
Investment Banking, Capital Markets, Due Diligence, Private Equity, Data Analysis, Leadership, Microsoft Office, Research, Management, Business Strategy, Analysis, Fixed Income, Equities, Market Research
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Economics and French
Université de Technologie de Compiègne 2008 — 2008
French language and economics
Ashish Modi's BMO Capital Markets Experience September 2013 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets September 2013 - Present
Barclays (formerly Lehman Brothers) August 2007 - August 2013
Business Engine (acquired by Planview) August 2002 - August 2005
SellAllOver.com Inc. August 2000 - July 2002
Siemens Information Systems July 1998 - August 2000
Skills
Investment Banking, Mergers, Product Management, Management Consulting, Program Management
Education
UCLA Anderson School of Management 2005 — 2007
MBA
Delhi Institute of Technology, Delhi University 1994 — 1998
B. Eng.
BMO Capital Markets September 2013 - Present
Barclays (formerly Lehman Brothers) August 2007 - August 2013
Business Engine (acquired by Planview) August 2002 - August 2005
SellAllOver.com Inc. August 2000 - July 2002
Siemens Information Systems July 1998 - August 2000
Skills
Investment Banking, Mergers, Product Management, Management Consulting, Program Management
Education
UCLA Anderson School of Management 2005 — 2007
MBA
Delhi Institute of Technology, Delhi University 1994 — 1998
B. Eng.
Gaurav Mehta's BMO Capital Markets Experience 2014 - Present
Job BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2014 - Present
JMP Group 2013 - 2014
Stifel Financial Corp. 2011 - 2013
US Oncology 2009 - 2011
Sverica International 2007 - 2009
Bridgewater Associates 2006 - 2007
Deloitte Consulting 2004 - 2006
Skills
Financial Modeling, Financial Structuring, Mergers, Capital Markets, M&A experience, Enterprise Software, Mergers & Acquisitions, Strategy, Investment Banking, Mutual Funds, Valuation, Corporate Development, Due Diligence, Investments, Management Consulting, Private Equity, Management
Education
University of California, Berkeley 1998 — 2003
Bachelors of Science, Chemical Engineering with an Emphasis in Economics
BMO Capital Markets 2014 - Present
JMP Group 2013 - 2014
Stifel Financial Corp. 2011 - 2013
US Oncology 2009 - 2011
Sverica International 2007 - 2009
Bridgewater Associates 2006 - 2007
Deloitte Consulting 2004 - 2006
Skills
Financial Modeling, Financial Structuring, Mergers, Capital Markets, M&A experience, Enterprise Software, Mergers & Acquisitions, Strategy, Investment Banking, Mutual Funds, Valuation, Corporate Development, Due Diligence, Investments, Management Consulting, Private Equity, Management
Education
University of California, Berkeley 1998 — 2003
Bachelors of Science, Chemical Engineering with an Emphasis in Economics
William B. Perri - CPA's BMO Capital Markets Experience February 2013 - Present
Job Fixed Income Accounting & Reporting
Industry Capital Markets
Experience
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
Svetoslav Radulov, MBA, PMP, CSM's BMO Capital Markets Experience 2008 - 2010
Job
Industry Capital Markets
Experience
Morgan Stanley 2013 - Present
HCMWorks 2010 - 2013
BMO Capital Markets 2008 - 2010
CIBC Wealth Management 2007 - 2008
Orbital Realty Group LLC 2003 - 2007
Global Realty Inc. 2002 - 2003
Distance Learning Inc. 2000 - 2002
Skills
Vendor Management, Business Analysis, Project Management, Business Intelligence, Risk Management, Program Management, PMP
Education
University of Oklahoma - Price College of Business 1998 — 2000
MBA
Universitet za nacionalno i svetovno stopanstvo 1993 — 1998
M.A.
Morgan Stanley 2013 - Present
HCMWorks 2010 - 2013
BMO Capital Markets 2008 - 2010
CIBC Wealth Management 2007 - 2008
Orbital Realty Group LLC 2003 - 2007
Global Realty Inc. 2002 - 2003
Distance Learning Inc. 2000 - 2002
Skills
Vendor Management, Business Analysis, Project Management, Business Intelligence, Risk Management, Program Management, PMP
Education
University of Oklahoma - Price College of Business 1998 — 2000
MBA
Universitet za nacionalno i svetovno stopanstvo 1993 — 1998
M.A.
Brad Shockley's BMO Capital Markets Experience July 2010 - Present
Job
Industry Information Technology and Services
Experience
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2008 - July 2010
Griffin, Kubik, Stephens & Thompson, Inc. September 2003 - July 2008
SWC Technology Partners February 2000 - July 2003
Software Architects February 1998 - February 2000
Subject, Wills and Company August 1987 - February 1998
Worldwide Chain Store Systems August 1985 - August 1987
Skills
SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, XML, SDLC, Software Project..., Business Analysis, Enterprise Architecture, IT Strategy, Java, Disaster Recovery, Solution Architecture, SharePoint, Process Improvement, Software Development, Vendor Management, Business Intelligence, Visio, Project Management, Consulting, Integration, Requirements Analysis, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BS
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2008 - July 2010
Griffin, Kubik, Stephens & Thompson, Inc. September 2003 - July 2008
SWC Technology Partners February 2000 - July 2003
Software Architects February 1998 - February 2000
Subject, Wills and Company August 1987 - February 1998
Worldwide Chain Store Systems August 1985 - August 1987
Skills
SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, XML, SDLC, Software Project..., Business Analysis, Enterprise Architecture, IT Strategy, Java, Disaster Recovery, Solution Architecture, SharePoint, Process Improvement, Software Development, Vendor Management, Business Intelligence, Visio, Project Management, Consulting, Integration, Requirements Analysis, Requirements Gathering
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BS
Marcos Pearson's BMO Capital Markets Experience 1998 - 1999
Job System Integration Engineer at Google
Industry Wireless
Experience
Google April 2015 - Present
LitePoint January 2012 - April 2015
LitePoint August 2008 - January 2012
Apple Inc. March 2007 - April 2008
Research In Motion May 2001 - March 2007
RIM 2001 - 2007
Osler Bluff Ski Club December 1996 - 2007
Corel Corp January 2000 - August 2000
BMO Capital Markets 1998 - 1999
Skills
UMTS, CDMA, GPRS, Bluetooth, EVDO, C++, C, TestStand, LabWindows/CVI, GPIB, WLAN, Device Drivers, HSDPA, WiFi, RF, 3G, LTE, Calibration, WCDMA, EDGE, CDMA2000, HSPA, Wireless, GSM, Blackberry, Perl, Cellular, Python, 4G, HSUPA, SQL, Mac OS X, Test Stand, Mobile Devices, Humor, Mobile Communications, Test Automation, Testing, 3GPP, Cellular Communications, OS X
Education
University of Waterloo 1997 — 2002
University of California, Berkeley, Haas School of Business
Google April 2015 - Present
LitePoint January 2012 - April 2015
LitePoint August 2008 - January 2012
Apple Inc. March 2007 - April 2008
Research In Motion May 2001 - March 2007
RIM 2001 - 2007
Osler Bluff Ski Club December 1996 - 2007
Corel Corp January 2000 - August 2000
BMO Capital Markets 1998 - 1999
Skills
UMTS, CDMA, GPRS, Bluetooth, EVDO, C++, C, TestStand, LabWindows/CVI, GPIB, WLAN, Device Drivers, HSDPA, WiFi, RF, 3G, LTE, Calibration, WCDMA, EDGE, CDMA2000, HSPA, Wireless, GSM, Blackberry, Perl, Cellular, Python, 4G, HSUPA, SQL, Mac OS X, Test Stand, Mobile Devices, Humor, Mobile Communications, Test Automation, Testing, 3GPP, Cellular Communications, OS X
Education
University of Waterloo 1997 — 2002
University of California, Berkeley, Haas School of Business
Jeff Truant's BMO Capital Markets Experience April 2004 - September 2006
Job
Industry Banking
Experience
Comerica Bank June 2015 - Present
Comerica Bank April 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Comerica Bank October 2006 - April 2011
BMO Capital Markets April 2004 - September 2006
Bank of Montreal January 2000 - April 2004
Bank of Montreal May 1998 - January 2000
Bank of Montreal January 1995 - May 1998
Skills
Treasury Management, Banking, International Treasury..., Financial Analysis, Sales, Negotiation, Collaborative Problem..., Payments
Education
University of Detroit Mercy 2001 — 2003
MBA
University of Windsor 1992 — 1995
Bachelor of Arts
Comerica Bank June 2015 - Present
Comerica Bank April 2014 - Present
Bank of America Merrill Lynch April 2011 - Present
Comerica Bank October 2006 - April 2011
BMO Capital Markets April 2004 - September 2006
Bank of Montreal January 2000 - April 2004
Bank of Montreal May 1998 - January 2000
Bank of Montreal January 1995 - May 1998
Skills
Treasury Management, Banking, International Treasury..., Financial Analysis, Sales, Negotiation, Collaborative Problem..., Payments
Education
University of Detroit Mercy 2001 — 2003
MBA
University of Windsor 1992 — 1995
Bachelor of Arts
Sean Yu's BMO Capital Markets Experience October 2010 - September 2012
Job Senior Developer at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets September 2012 - Present
BMO Capital Markets October 2010 - September 2012
Autodesk August 2004 - October 2010
Shanghai Wanru Technology Ltd April 2002 - August 2004
Shanghai Bell Ltd April 2001 - April 2002
Shanghai Techsino Technology Ltd July 1996 - September 1998
Skills
XML, C++, C#, Java, ETL, Oracle, AutoCAD Civil 3D, JavaScript, jQuery, Perl, Unix
Education
Shanghai Jiaotong University 1998 — 2000
Master, Computer Application; workflow research
Tongji University 1992 — 1996
Master, Computer Application
RBC Capital Markets September 2012 - Present
BMO Capital Markets October 2010 - September 2012
Autodesk August 2004 - October 2010
Shanghai Wanru Technology Ltd April 2002 - August 2004
Shanghai Bell Ltd April 2001 - April 2002
Shanghai Techsino Technology Ltd July 1996 - September 1998
Skills
XML, C++, C#, Java, ETL, Oracle, AutoCAD Civil 3D, JavaScript, jQuery, Perl, Unix
Education
Shanghai Jiaotong University 1998 — 2000
Master, Computer Application; workflow research
Tongji University 1992 — 1996
Master, Computer Application
Andrei Amaritei, CFA's BMO Capital Markets Experience June 2004 - September 2008
Job Banking and Investments Professional
Industry Investment Banking
Experience
National Securities March 2011 - Present
new venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
ABN AMRO 2000 - 2002
BRD 1998 - 2000
Skills
Investment Banking, Banking, Corporate Finance, Financial Analysis, Capital Markets, Mergers, Equities, Mergers & Acquisitions, Business Strategy, Investments, Analysis, Financial Modeling, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Academy of Economic Science
Bachelor of Science (BS), Economics, Management
Universitatea „Politehnica” din București
Bachelor of Science (BS), Electronics, Computer Science
National Securities March 2011 - Present
new venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
ABN AMRO 2000 - 2002
BRD 1998 - 2000
Skills
Investment Banking, Banking, Corporate Finance, Financial Analysis, Capital Markets, Mergers, Equities, Mergers & Acquisitions, Business Strategy, Investments, Analysis, Financial Modeling, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Academy of Economic Science
Bachelor of Science (BS), Economics, Management
Universitatea „Politehnica” din București
Bachelor of Science (BS), Electronics, Computer Science
Alex Trapkov's BMO Capital Markets Experience November 2013 - Present
Job CAMS, AML Capital Markets Analyst
Industry Banking
Experience
BMO Capital Markets November 2013 - Present
Bank of Montreal December 2009 - Present
Bank of Montreal September 2008 - December 2009
Travelex February 2008 - August 2008
Education
Trent University 2005 — 2007
Bachelor of Arts, Business Administration and Economics
Foreign Language High School "Acad. Lyudmil Stoyanov"
BMO Capital Markets November 2013 - Present
Bank of Montreal December 2009 - Present
Bank of Montreal September 2008 - December 2009
Travelex February 2008 - August 2008
Education
Trent University 2005 — 2007
Bachelor of Arts, Business Administration and Economics
Foreign Language High School "Acad. Lyudmil Stoyanov"
Chad Fuller's BMO Capital Markets Experience February 2011 - Present
Job BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
City and County of Denver September 2007 - January 2011
City and County of Denver December 2005 - September 2007
Skills
Finance, Nonprofits, Financial Analysis, Investment Banking, Real Estate, Public Relations, Public Finance, Project Management, Analysis, Financial Modeling, Government, Negotiation, Real Estate Development, Loans
Education
University of Denver - Daniels College of Business
Master of Science, Real Estate and Construction Management
Washington State University
Bachelor of Science, Biology
BMO Capital Markets February 2011 - Present
City and County of Denver September 2007 - January 2011
City and County of Denver December 2005 - September 2007
Skills
Finance, Nonprofits, Financial Analysis, Investment Banking, Real Estate, Public Relations, Public Finance, Project Management, Analysis, Financial Modeling, Government, Negotiation, Real Estate Development, Loans
Education
University of Denver - Daniels College of Business
Master of Science, Real Estate and Construction Management
Washington State University
Bachelor of Science, Biology
Cara Ronca's BMO Capital Markets Experience April 2014 - Present
Job Director, Head of U.S. Equity Marketing at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2014 - Present
Susquehanna Financial Group June 2010 - April 2014
Bank of America Merrill Lynch January 2006 - May 2010
Pfizer Pharmaceuticals July 2004 - November 2005
Education
State University of New York at Buffalo 1993 — 1997
Business Administration and Management, General
BMO Capital Markets April 2014 - Present
Susquehanna Financial Group June 2010 - April 2014
Bank of America Merrill Lynch January 2006 - May 2010
Pfizer Pharmaceuticals July 2004 - November 2005
Education
State University of New York at Buffalo 1993 — 1997
Business Administration and Management, General
Nicole Lacues's BMO Capital Markets Experience June 2010 - February 2013
Job Business Development & Investor Relations
Industry Investment Management
Experience
Nipun Capital, L.P. February 2013 - Present
BMO Capital Markets June 2010 - February 2013
Peninsula Capital Management February 2008 - June 2010
Peninsula Capital Management August 2006 - February 2008
Citco Fund Services (San Francisco) Inc. 2005 - August 2006
Skills
Hedge Funds, Equity Research, Valuation, Investor Relations, Alternative Investments, Equities, Mutual Funds
Education
University of California, San Diego 2000 — 2004
BA, Economics
Woodside High School
Nipun Capital, L.P. February 2013 - Present
BMO Capital Markets June 2010 - February 2013
Peninsula Capital Management February 2008 - June 2010
Peninsula Capital Management August 2006 - February 2008
Citco Fund Services (San Francisco) Inc. 2005 - August 2006
Skills
Hedge Funds, Equity Research, Valuation, Investor Relations, Alternative Investments, Equities, Mutual Funds
Education
University of California, San Diego 2000 — 2004
BA, Economics
Woodside High School
Trent Musso's BMO Capital Markets Experience December 2012 - February 2013
Job Director, Development & Strategy at Summit Materials
Industry Building Materials
Experience
Summit Materials January 2015 - Present
Summit Materials April 2013 - December 2014
BMO Capital Markets December 2012 - February 2013
BMO Capital Markets July 2010 - November 2012
BMO Capital Markets July 2007 - June 2010
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Capital Markets, Due Diligence, Mergers, Acquisitions, LBO, DCF Valuation, Accretion/dilution, Equity Valuation, Market Research, Competitive Analysis, Quantitative Analysis, Critical Thinking, Research, Qualitative Research, Corporate Finance, Non-disclosure..., Equity Capital Markets, Comparable Analysis, Precedent Transactions, Bloomberg, Factset, Capital IQ, Private Equity, Hedge Funds, Corporate Development, Strategy, Investments, Mergers & Acquisitions
Education
Villanova University 2006 — 2007
Masters, Finance
University of Colorado at Boulder 2002 — 2006
Bachelors, Business Administration & Political Science
Summit Materials January 2015 - Present
Summit Materials April 2013 - December 2014
BMO Capital Markets December 2012 - February 2013
BMO Capital Markets July 2010 - November 2012
BMO Capital Markets July 2007 - June 2010
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Capital Markets, Due Diligence, Mergers, Acquisitions, LBO, DCF Valuation, Accretion/dilution, Equity Valuation, Market Research, Competitive Analysis, Quantitative Analysis, Critical Thinking, Research, Qualitative Research, Corporate Finance, Non-disclosure..., Equity Capital Markets, Comparable Analysis, Precedent Transactions, Bloomberg, Factset, Capital IQ, Private Equity, Hedge Funds, Corporate Development, Strategy, Investments, Mergers & Acquisitions
Education
Villanova University 2006 — 2007
Masters, Finance
University of Colorado at Boulder 2002 — 2006
Bachelors, Business Administration & Political Science
Mehran Bozorgi's BMO Capital Markets Experience 2005 - 2005
Job Engineering Manager / Staff Software Engineer at Google
Industry Computer Software
Experience
Google August 2009 - Present
Barclays Capital 2006 - 2006
BMO Capital Markets 2005 - 2005
Scotiabank 2004 - 2004
Skills
Algorithms, Artificial Intelligence, Machine Learning, Security, Financial Systems, Computer Science, Software Engineering, Java, Hadoop, Distributed Systems, Python, JavaScript, C++, MapReduce, C, Agile Methodologies, Software Development
Education
University of California, San Diego 2007 — 2009
Master of Computer Science and Engineering
University of Waterloo 2002 — 2007
Bachelor of Computer Science
Google August 2009 - Present
Barclays Capital 2006 - 2006
BMO Capital Markets 2005 - 2005
Scotiabank 2004 - 2004
Skills
Algorithms, Artificial Intelligence, Machine Learning, Security, Financial Systems, Computer Science, Software Engineering, Java, Hadoop, Distributed Systems, Python, JavaScript, C++, MapReduce, C, Agile Methodologies, Software Development
Education
University of California, San Diego 2007 — 2009
Master of Computer Science and Engineering
University of Waterloo 2002 — 2007
Bachelor of Computer Science
Eric Bilenko's BMO Capital Markets Experience 2005 - 2008
Job Chief Operating Officer at Tru Fragrance and Beauty (formerly Romane Fragrances)
Industry Consumer Goods
Experience
Tru Fragrance and Beauty April 2009 - Present
BMO Capital Markets 2005 - 2008
Robert W. Baird 1996 - 2005
Bank of America 1994 - 1996
Skills
Mergers
Education
University of Illinois 1989 — 1993
Bachelor of Science, Finance & Actuarial Science
University of Illinois at Urbana-Champaign 1989 — 1993
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
LAS, Actuarial Science & Finance
Tru Fragrance and Beauty April 2009 - Present
BMO Capital Markets 2005 - 2008
Robert W. Baird 1996 - 2005
Bank of America 1994 - 1996
Skills
Mergers
Education
University of Illinois 1989 — 1993
Bachelor of Science, Finance & Actuarial Science
University of Illinois at Urbana-Champaign 1989 — 1993
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
LAS, Actuarial Science & Finance
Adrienne Rees's BMO Capital Markets Experience July 2009 - July 2012
Job Manager, Development & Strategy at Summit Materials
Industry Financial Services
Experience
Summit Materials November 2013 - Present
Lightyear Capital August 2012 - October 2013
BMO Capital Markets July 2009 - July 2012
KRG Capital June 2008 - August 2008
Skills
Mergers & Acquisitions, Investments, Finance, Securities, Capital, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, Financial Analysis, Due Diligence, Bloomberg
Education
University of Denver - Daniels College of Business 2008 — 2009
Masters of Science, Finance
University of Denver 2005 — 2008
BSBA, Finance
Summit Materials November 2013 - Present
Lightyear Capital August 2012 - October 2013
BMO Capital Markets July 2009 - July 2012
KRG Capital June 2008 - August 2008
Skills
Mergers & Acquisitions, Investments, Finance, Securities, Capital, Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, Financial Analysis, Due Diligence, Bloomberg
Education
University of Denver - Daniels College of Business 2008 — 2009
Masters of Science, Finance
University of Denver 2005 — 2008
BSBA, Finance
Nabil Bennouna's BMO Capital Markets Experience December 2013 - Present
Job Vice President | Public Finance | Energy & Power Infrastructure
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2012 - Present
M.R. Beal & Company March 2009 - June 2012
M. R. Beal & Company August 2007 - February 2009
Ferrand Consulting Group, Inc. November 2006 - August 2007
Skills
Pension Funds, Finance, Investments, Microsoft Excel, Investment Banking, Banking, Pronunciation, Due Diligence, Valuation, Financial Modeling, Capital Markets, Bonds, Public Finance, Bloomberg, Fixed Income, Series 7, Securities, Derivatives, Bloomberg Terminal
Education
Tulane University 2001 — 2005
BSE, Biomedical Engineering
BMO Capital Markets December 2013 - Present
BMO Capital Markets June 2012 - Present
M.R. Beal & Company March 2009 - June 2012
M. R. Beal & Company August 2007 - February 2009
Ferrand Consulting Group, Inc. November 2006 - August 2007
Skills
Pension Funds, Finance, Investments, Microsoft Excel, Investment Banking, Banking, Pronunciation, Due Diligence, Valuation, Financial Modeling, Capital Markets, Bonds, Public Finance, Bloomberg, Fixed Income, Series 7, Securities, Derivatives, Bloomberg Terminal
Education
Tulane University 2001 — 2005
BSE, Biomedical Engineering
Claudiu Spataru's BMO Capital Markets Experience December 2010 - December 2012
Job Senior Developer at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets December 2012 - Present
BMO Capital Markets December 2010 - December 2012
CGI August 2010 - December 2010
Scotiabank September 2009 - July 2010
TD Securities January 2008 - July 2009
BMO Capital Markets September 2006 - November 2007
Fidelity Information Services January 2004 - July 2006
CGI March 2003 - December 2003
Algorithmics October 2000 - November 2002
Oasis Technology 1998 - 2000
Education
Universitatea Transilvania din Brașov 1990 — 1995
Bachelor's, Mathematics, Information Technology
RBC Capital Markets December 2012 - Present
BMO Capital Markets December 2010 - December 2012
CGI August 2010 - December 2010
Scotiabank September 2009 - July 2010
TD Securities January 2008 - July 2009
BMO Capital Markets September 2006 - November 2007
Fidelity Information Services January 2004 - July 2006
CGI March 2003 - December 2003
Algorithmics October 2000 - November 2002
Oasis Technology 1998 - 2000
Education
Universitatea Transilvania din Brașov 1990 — 1995
Bachelor's, Mathematics, Information Technology
Jeffrey Ulit's BMO Capital Markets Experience August 2009 - Present
Job Analyst at BMO Capital Markets/GKST, Inc.
Industry Financial Services
Experience
BMO Capital Markets August 2009 - Present
Northern Trust Global Investments January 2008 - January 2009
AAFCU/Cuna Brokerage 2006 - 2008
Charter One Securities 2004 - 2006
Charter One Securities 2002 - 2004
Smith Barney 1999 - 2000
Skills
Investment Sales, Business Planning, Zephyr, Morningstar, Bloomberg
Education
University of Illinois at Chicago 1998 — 2002
Bachelor Of Science, Finance & Marketing
University of Illinois at Chicago
Master of Business Administration (MBA), Finance, General
BMO Capital Markets August 2009 - Present
Northern Trust Global Investments January 2008 - January 2009
AAFCU/Cuna Brokerage 2006 - 2008
Charter One Securities 2004 - 2006
Charter One Securities 2002 - 2004
Smith Barney 1999 - 2000
Skills
Investment Sales, Business Planning, Zephyr, Morningstar, Bloomberg
Education
University of Illinois at Chicago 1998 — 2002
Bachelor Of Science, Finance & Marketing
University of Illinois at Chicago
Master of Business Administration (MBA), Finance, General
John Ragozzino, Jr. CFA's BMO Capital Markets Experience April 2005 - July 2006
Job Vice President Research Analyst at Thomas Weisel Partners
Industry Oil & Energy
Experience
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Thomas Weisel Partners November 2009 - Present
Wachovia September 2006 - December 2009
BMO Capital Markets April 2005 - July 2006
Stifel Nicolaus September 2003 - April 2005
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BA, Finance, Acctg, mgmt
Kristen Hayman- Flanagan's BMO Capital Markets Experience 2002 - 2008
Job Relationship Manager
Industry Financial Services
Experience
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Caryn Tuckman's BMO Capital Markets Experience 2011 - 2014
Job CPA with extensive experience Managing Financial Systems
Industry Financial Services
Experience
BMO Capital Markets 2011 - 2014
Citigroup 1994 - 2009
Salomon Brothers 1990 - 1994
Salomon Brothers 1985 - 1989
Amerada Hess 1982 - 1985
Eisner & Lubin 1976 - 1982
Education
University at Albany, SUNY 1971 — 1975
BS, Public Accounting & Business Administration
BMO Capital Markets 2011 - 2014
Citigroup 1994 - 2009
Salomon Brothers 1990 - 1994
Salomon Brothers 1985 - 1989
Amerada Hess 1982 - 1985
Eisner & Lubin 1976 - 1982
Education
University at Albany, SUNY 1971 — 1975
BS, Public Accounting & Business Administration
Holly Hansen's BMO Capital Markets Experience 2001 - 2005
Job Sales at Ipreo
Industry Financial Services
Experience
Ipreo March 2015 - Present
Dectiva 2013 - 2014
ThinkEquity LLC July 2011 - November 2012
Wedbush Securities 2005 - 2011
BMO Capital Markets 2001 - 2005
UBS Investment Bank 1999 - 2002
Alex. Brown & Sons 1991 - 1999
Skills
Equity Research, Series 7, Equities, Investment Banking, Valuation, Series 63, Capital Markets, Hedge Funds, Financial Modeling, Investments, Series 24, Corporate Development, Corporate Finance, Private Equity, Mergers, Mutual Funds, Bloomberg, Securities, Asset Management, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Financial Markets, Trading, Financial Analysis, Equity Valuation, Investment Management, Sales Management, Asset Allocation, Equity Trading, Venture Capital, Fixed Income, Electronic Trading, Private Placements, Options, Investor Relations
Education
UC Berkeley
Bachelor of Arts (BA), Comparative Literature
Ipreo March 2015 - Present
Dectiva 2013 - 2014
ThinkEquity LLC July 2011 - November 2012
Wedbush Securities 2005 - 2011
BMO Capital Markets 2001 - 2005
UBS Investment Bank 1999 - 2002
Alex. Brown & Sons 1991 - 1999
Skills
Equity Research, Series 7, Equities, Investment Banking, Valuation, Series 63, Capital Markets, Hedge Funds, Financial Modeling, Investments, Series 24, Corporate Development, Corporate Finance, Private Equity, Mergers, Mutual Funds, Bloomberg, Securities, Asset Management, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Financial Markets, Trading, Financial Analysis, Equity Valuation, Investment Management, Sales Management, Asset Allocation, Equity Trading, Venture Capital, Fixed Income, Electronic Trading, Private Placements, Options, Investor Relations
Education
UC Berkeley
Bachelor of Arts (BA), Comparative Literature
Scott Winship's BMO Capital Markets Experience 2006 - 2008
Job Managing Director at The GulfStar Group
Industry Investment Banking
Experience
The GulfStar Group June 2010 - Present
6Pacific Partners 2008 - 2010
BMO Capital Markets 2006 - 2008
JPMorgan Chase 2000 - 2006
Cowen & Company 1997 - 2000
Education
University of California, Davis 1991 — 1995
The GulfStar Group June 2010 - Present
6Pacific Partners 2008 - 2010
BMO Capital Markets 2006 - 2008
JPMorgan Chase 2000 - 2006
Cowen & Company 1997 - 2000
Education
University of California, Davis 1991 — 1995
Robert McKeever's BMO Capital Markets Experience 2012 - May 2014
Job Vice President at Durrie Sales
Industry Machinery
Experience
Durrie Sales March 2015 - Present
JetHQ May 2014 - February 2015
BMO Capital Markets 2012 - May 2014
BMO Capital Markets 2008 - 2011
Skills
Financial Analysis, Trading, Valuation, Financial Modeling, Bloomberg, Fixed Income, Corporate Finance, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance & Accounting
Tulane University
Durrie Sales March 2015 - Present
JetHQ May 2014 - February 2015
BMO Capital Markets 2012 - May 2014
BMO Capital Markets 2008 - 2011
Skills
Financial Analysis, Trading, Valuation, Financial Modeling, Bloomberg, Fixed Income, Corporate Finance, Investments, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance & Accounting
Tulane University
Kenrick Jordan's BMO Capital Markets Experience February 1997 - July 2012
Job Lecturer at Coastal Carolina University
Industry Higher Education
Experience
Coastal Carolina University August 2012 - Present
Hochule Koblenz -- University of Applied Sciences May 2014 - July 2014
BMO Capital Markets February 1997 - July 2012
Ryerson University May 2008 - June 2008
Ryerson University April 1999 - July 1999
Ryerson University September 1998 - December 1998
University of Florida August 1995 - September 1996
University of North Florida May 1996 - August 1996
CARICOM Secretariat December 1985 - November 1989
CARICOM Secretariat March 1980 - November 1984
Skills
Economics, Resource Economics, Industry Analysis, Commodity Markets, Economic Forecasting, Public Speaking, Research, Econometrics, Analysis, Microeconomics, Competitive Analysis, Economic Research, Qualitative Research, Economic Development, Macroeconomics, Capital Markets, Bloomberg, University Teaching, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint
Education
University of Florida 1992 — 1995
Doctor of Philosophy (Ph.D.), Food and Resource Economics
University of Florida 1989 — 1991
Master of Science (M.S.), Food and Resource Economics
University of East Anglia 1983 — 1984
Master of Arts (M.A.), Development Economics
University of the West Indies, St. Augustine Campus 1975 — 1978
BA, Economics
St. Mary's College (C.I.C.), Trinidad & Tobago 1966 — 1973
General Certificate of Education (G.C.E.): Ordinary & Advanced Levels, Languages -- French, Spanish and Latin (Advanced Level)
Coastal Carolina University August 2012 - Present
Hochule Koblenz -- University of Applied Sciences May 2014 - July 2014
BMO Capital Markets February 1997 - July 2012
Ryerson University May 2008 - June 2008
Ryerson University April 1999 - July 1999
Ryerson University September 1998 - December 1998
University of Florida August 1995 - September 1996
University of North Florida May 1996 - August 1996
CARICOM Secretariat December 1985 - November 1989
CARICOM Secretariat March 1980 - November 1984
Skills
Economics, Resource Economics, Industry Analysis, Commodity Markets, Economic Forecasting, Public Speaking, Research, Econometrics, Analysis, Microeconomics, Competitive Analysis, Economic Research, Qualitative Research, Economic Development, Macroeconomics, Capital Markets, Bloomberg, University Teaching, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint
Education
University of Florida 1992 — 1995
Doctor of Philosophy (Ph.D.), Food and Resource Economics
University of Florida 1989 — 1991
Master of Science (M.S.), Food and Resource Economics
University of East Anglia 1983 — 1984
Master of Arts (M.A.), Development Economics
University of the West Indies, St. Augustine Campus 1975 — 1978
BA, Economics
St. Mary's College (C.I.C.), Trinidad & Tobago 1966 — 1973
General Certificate of Education (G.C.E.): Ordinary & Advanced Levels, Languages -- French, Spanish and Latin (Advanced Level)
Madelyne Dreyfuss's BMO Capital Markets Experience July 2011 - Present
Job Associate Corporate Banking; BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2011 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investments, Microsoft Excel, Fixed Income, Microsoft Office, Data Analysis, PowerPoint, Finance, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Corporate and Investment Banking
BMO Capital Markets July 2011 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investments, Microsoft Excel, Fixed Income, Microsoft Office, Data Analysis, PowerPoint, Finance, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Corporate and Investment Banking
Ellen Jewett's BMO Capital Markets Experience May 2010 - March 2015
Job Member Board of Directors at JetBlue Airways
Industry Banking
Experience
JetBlue Airways 2011 - Present
BMO Capital Markets May 2010 - March 2015
Goldman, Sachs & Co 1986 - 2009
Skills
Investment Banking, Capital Markets
Education
UCL 2000 — 2003
M.Sc., Psychoanalytic Theory
Yale University - Yale School of Management 1984 — 1986
MPPM
Wesleyan University 1977 — 1981
B.A., Government
Phillips Academy 1974 — 1977
JetBlue Airways 2011 - Present
BMO Capital Markets May 2010 - March 2015
Goldman, Sachs & Co 1986 - 2009
Skills
Investment Banking, Capital Markets
Education
UCL 2000 — 2003
M.Sc., Psychoanalytic Theory
Yale University - Yale School of Management 1984 — 1986
MPPM
Wesleyan University 1977 — 1981
B.A., Government
Phillips Academy 1974 — 1977
Jordan Kula, P. Eng, MBA's BMO Capital Markets Experience April 2011 - Present
Job Oil and Gas Equity Research Associate at BMO Capital Markets
Industry Oil & Energy
Experience
BMO Capital Markets April 2011 - Present
Christiansen Engineering Group Ltd. 2008 - 2011
Crest Consultants 2005 - 2008
Skills
Energy, Oil/Gas
Education
University of Calgary 2007 — 2010
MBA, Business
University of Alberta 2001 — 2005
BSc, Mechanical Engineering
BMO Capital Markets April 2011 - Present
Christiansen Engineering Group Ltd. 2008 - 2011
Crest Consultants 2005 - 2008
Skills
Energy, Oil/Gas
Education
University of Calgary 2007 — 2010
MBA, Business
University of Alberta 2001 — 2005
BSc, Mechanical Engineering
larry petropoulos's BMO Capital Markets Experience April 2014 - Present
Job Director, Oil and Gas, Corporate Banking at BMO Capital Markets
Industry Oil & Energy
Experience
BMO Capital Markets April 2014 - Present
Centrica Energy November 2013 - April 2014
PennWest Exploration December 2012 - September 2013
PennWest Energy June 2008 - November 2012
Skills
Energy Industry, Natural Gas, Upstream, Petroleum Engineering, Petroleum, Energy, Reservoir Management, Gas, Project Management, Oil/Gas, Onshore, Completions, Field Development, Contract Management, Reserves, Drilling, Reservoir Engineering, Project Engineering, Pipelines, Project Planning, Engineering, Change Management, Oilfield, Risk Management, EPC, Oil & Gas Industry
Education
University of Calgary 1978 — 1983
BSc Chemical Engineering
BMO Capital Markets April 2014 - Present
Centrica Energy November 2013 - April 2014
PennWest Exploration December 2012 - September 2013
PennWest Energy June 2008 - November 2012
Skills
Energy Industry, Natural Gas, Upstream, Petroleum Engineering, Petroleum, Energy, Reservoir Management, Gas, Project Management, Oil/Gas, Onshore, Completions, Field Development, Contract Management, Reserves, Drilling, Reservoir Engineering, Project Engineering, Pipelines, Project Planning, Engineering, Change Management, Oilfield, Risk Management, EPC, Oil & Gas Industry
Education
University of Calgary 1978 — 1983
BSc Chemical Engineering
Oana Sanda Dancescu's BMO Capital Markets Experience February 2014 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2014 - Present
MacDermid, Inc. May 2011 - January 2014
The University of Connecticut Foundation, Inc. September 2010 - May 2011
GE Global Research May 2010 - August 2010
Education
University of Connecticut 2009 — 2011
MBA, Finance
University of Bucharest 2002 — 2007
BA
BMO Capital Markets February 2014 - Present
MacDermid, Inc. May 2011 - January 2014
The University of Connecticut Foundation, Inc. September 2010 - May 2011
GE Global Research May 2010 - August 2010
Education
University of Connecticut 2009 — 2011
MBA, Finance
University of Bucharest 2002 — 2007
BA
Corey Noland's BMO Capital Markets Experience 1999 - 2009
Job Global Relationship Manager at HSBC
Industry Banking
Experience
HSBC February 2015 - Present
Rabo AgriFinance August 2014 - February 2015
PNC Financial Services Group 2010 - July 2014
BMO Capital Markets 1999 - 2009
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor, Agricultural Economics
HSBC February 2015 - Present
Rabo AgriFinance August 2014 - February 2015
PNC Financial Services Group 2010 - July 2014
BMO Capital Markets 1999 - 2009
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor, Agricultural Economics
Shannon Coyne, CFA's BMO Capital Markets Experience March 2008 - Present
Job Equity Research Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2008 - Present
Education
University at Buffalo
Bachelor of Arts (B.A.), Finance, General
BMO Capital Markets March 2008 - Present
Education
University at Buffalo
Bachelor of Arts (B.A.), Finance, General
Robin McKinnie's BMO Capital Markets Experience June 2015 - Present
Job Investment Banking Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2015 - Present
Management Leadership for Tomorrow (MLT) June 2015 - Present
Morehouse College April 2015 - Present
Georgia State University June 2014 - August 2014
Triangle Business Law June 2013 - August 2013
Parmon for NC Senate August 2012 - November 2012
Organizing for America June 2012 - November 2012
Skills
Social Media, Fundraising, Management, Social Networking, Start-ups, Community Organizing, Recruiting, Political Campaigns, Social Media Outreach, Voter Contact
Education
Morehouse College 2013 — 2017
Bachelor of Arts (B.A.), Economics & Philosophy
Universidad de Cádiz 2014 — 2014
Summer Study Abroad, Spanish Language and Literature
West Forsyth High School 2010 — 2013
BMO Capital Markets June 2015 - Present
Management Leadership for Tomorrow (MLT) June 2015 - Present
Morehouse College April 2015 - Present
Georgia State University June 2014 - August 2014
Triangle Business Law June 2013 - August 2013
Parmon for NC Senate August 2012 - November 2012
Organizing for America June 2012 - November 2012
Skills
Social Media, Fundraising, Management, Social Networking, Start-ups, Community Organizing, Recruiting, Political Campaigns, Social Media Outreach, Voter Contact
Education
Morehouse College 2013 — 2017
Bachelor of Arts (B.A.), Economics & Philosophy
Universidad de Cádiz 2014 — 2014
Summer Study Abroad, Spanish Language and Literature
West Forsyth High School 2010 — 2013
Jason Zhang, CFA's BMO Capital Markets Experience May 2007 - March 2013
Job Research Analyst, Cormark Securities Inc.
Industry Financial Services
Experience
Cormark Securities November 2014 - Present
Black Diamond Group March 2013 - November 2014
BMO Capital Markets May 2007 - March 2013
Alberta Investment Management Corporation (AIMCo) May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Equity Research, Energy Services, Excel, PowerPoint, Report Writing, Valuation, Financial Forecasting, Capital Markets, Investment Banking, Equities, Corporate Finance, Investments, Derivatives, Business Valuation, Economics, Equity Valuation, Financial Markets, Fixed Income, Mergers & Acquisitions, Portfolio Management, Private Equity, Venture Capital, Commodity, Alternative Investments
Education
University of Alberta 2003 — 2007
Bachelor of Commerce, with Distinction, Finance
Cormark Securities November 2014 - Present
Black Diamond Group March 2013 - November 2014
BMO Capital Markets May 2007 - March 2013
Alberta Investment Management Corporation (AIMCo) May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Equity Research, Energy Services, Excel, PowerPoint, Report Writing, Valuation, Financial Forecasting, Capital Markets, Investment Banking, Equities, Corporate Finance, Investments, Derivatives, Business Valuation, Economics, Equity Valuation, Financial Markets, Fixed Income, Mergers & Acquisitions, Portfolio Management, Private Equity, Venture Capital, Commodity, Alternative Investments
Education
University of Alberta 2003 — 2007
Bachelor of Commerce, with Distinction, Finance
Cam Renkas's BMO Capital Markets Experience May 2002 - December 2008
Job President, Vanguard Commercial Crating
Industry Packaging and Containers
Experience
Adaptaspace Inc. July 2013 - Present
Vanguard Commercial Crating October 2009 - Present
BMO Capital Markets May 2002 - December 2008
Skills
Capital Markets, Valuation, Mentoring, Equity Research, Financial Analysis, Leadership, Financial Modeling
Education
University of Alberta 1998 — 2002
Bachelor of Commerce (BCom)
Adaptaspace Inc. July 2013 - Present
Vanguard Commercial Crating October 2009 - Present
BMO Capital Markets May 2002 - December 2008
Skills
Capital Markets, Valuation, Mentoring, Equity Research, Financial Analysis, Leadership, Financial Modeling
Education
University of Alberta 1998 — 2002
Bachelor of Commerce (BCom)
Sam Wais's BMO Capital Markets Experience September 2015 - Present
Job Analyst Leveraged Lending at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets September 2015 - Present
Crédit Agricole CIB May 2013 - September 2015
University of Illinois at Chicago Campus Housing August 2010 - May 2013
UIC Finance and Investment Group May 2009 - May 2013
Morningstar January 2012 - October 2012
Renaissance Capital Group January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science (B.S.), Finance, General
BMO Capital Markets September 2015 - Present
Crédit Agricole CIB May 2013 - September 2015
University of Illinois at Chicago Campus Housing August 2010 - May 2013
UIC Finance and Investment Group May 2009 - May 2013
Morningstar January 2012 - October 2012
Renaissance Capital Group January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Anthony Park Yu's BMO Capital Markets Experience June 2014 - August 2014
Job Associate at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
BMO Capital Markets June 2014 - August 2014
DaVita August 2008 - May 2013
Philanthro February 2010 - 2013
Skills
Corporate Finance, Business Strategy, Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Due Diligence, Strategy, Management Consulting, Strategic Planning, Financial Reporting, Corporate Development, Analysis, Start-ups
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.S., Molecular, Cell, Developmental Biology
Lazard August 2015 - Present
BMO Capital Markets June 2014 - August 2014
DaVita August 2008 - May 2013
Philanthro February 2010 - 2013
Skills
Corporate Finance, Business Strategy, Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Due Diligence, Strategy, Management Consulting, Strategic Planning, Financial Reporting, Corporate Development, Analysis, Start-ups
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.S., Molecular, Cell, Developmental Biology
Paul Surmanowicz, CFA's BMO Capital Markets Experience May 2011 - April 2014
Job Senior Corporate Finance Analyst at Penn West
Industry Utilities
Experience
BMO Capital Markets May 2011 - April 2014
Capital Power Corporation December 2008 - April 2011
EPCOR August 2007 - December 2008
EPCOR July 2006 - August 2007
Education
University of Calgary 2000 — 2006
BComm, Finance
University of Calgary 2000 — 2006
BSc, Computer Science
BMO Capital Markets May 2011 - April 2014
Capital Power Corporation December 2008 - April 2011
EPCOR August 2007 - December 2008
EPCOR July 2006 - August 2007
Education
University of Calgary 2000 — 2006
BComm, Finance
University of Calgary 2000 — 2006
BSc, Computer Science
Holly Halek's BMO Capital Markets Experience May 2014 - Present
Job Manager, Operations at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2014 - Present
BMO Capital Markets August 2010 - May 2014
Morley, Cavanagh & Associates, Ltd. February 2009 - August 2010
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Business
BMO Capital Markets May 2014 - Present
BMO Capital Markets August 2010 - May 2014
Morley, Cavanagh & Associates, Ltd. February 2009 - August 2010
Skills
Event Planning, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Business
Wynette Chan's BMO Capital Markets Experience July 2014 - Present
Job Associate
Industry Oil & Energy
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2013 - July 2014
Wells Fargo February 2012 - July 2013
Wells Fargo November 2010 - February 2012
Wells Fargo October 2006 - November 2010
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration, Marketing
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2013 - July 2014
Wells Fargo February 2012 - July 2013
Wells Fargo November 2010 - February 2012
Wells Fargo October 2006 - November 2010
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration, Marketing
Tina Zheng's BMO Capital Markets Experience April 2013 - Present
Job Director, China Desk, BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets April 2013 - Present
Bank of Montreal August 2010 - March 2013
Bank of Montreal February 2006 - August 2010
Bank of Montreal December 2003 - February 2006
Bank of Montreal January 1999 - November 2003
ING Barings Beijing Representative Office February 1996 - December 1999
Shinhan Bank Tianjin Representative Off July 1993 - February 1996
Skills
Banking, Commercial Banking, Strategy, Due Diligence, Business Development, Credit, Negotiation, Trade Finance, Trading, Management, Equities, Investment Banking, Cash Management
Education
Tianjin Foreign Studies University 1989 — 1993
BA, English Literature
BMO Capital Markets April 2013 - Present
Bank of Montreal August 2010 - March 2013
Bank of Montreal February 2006 - August 2010
Bank of Montreal December 2003 - February 2006
Bank of Montreal January 1999 - November 2003
ING Barings Beijing Representative Office February 1996 - December 1999
Shinhan Bank Tianjin Representative Off July 1993 - February 1996
Skills
Banking, Commercial Banking, Strategy, Due Diligence, Business Development, Credit, Negotiation, Trade Finance, Trading, Management, Equities, Investment Banking, Cash Management
Education
Tianjin Foreign Studies University 1989 — 1993
BA, English Literature
PRIVATE Daniel Mei's BMO Capital Markets Experience January 2012 - Present
Job Wholesale Credit Methodology
Industry Banking
Experience
BMO Capital Markets January 2012 - Present
RBC 2010 - 2012
Education
York University - Schulich School of Business 2009 — 2010
Graduate, Financial Engineering
Shanghai Tongji University
Bachelor of Engineering (B.Eng.)
BMO Capital Markets January 2012 - Present
RBC 2010 - 2012
Education
York University - Schulich School of Business 2009 — 2010
Graduate, Financial Engineering
Shanghai Tongji University
Bachelor of Engineering (B.Eng.)
Ranhao Lin's BMO Capital Markets Experience VPBank of Montreal2006 - 2011
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets VPBank of Montreal2006 - 2011
TD Securities 2004 - 2005
Education
Tsinghua University
BMO Capital Markets VPBank of Montreal2006 - 2011
TD Securities 2004 - 2005
Education
Tsinghua University
Dennis Ly'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
BMO Capital Markets June 2013 - August 2013
Siemens Industry US May 2012 - August 2012
Skills
Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science, Finance, Accountancy
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Siemens Industry US May 2012 - August 2012
Skills
Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science, Finance, Accountancy
Tim Lund-Pedersen's BMO Capital Markets Experience May 2015 - Present
Job Senior Manager & Head, Business Research & Desktop Services at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2015 - Present
BMO Capital Markets November 2011 - April 2015
BMO Capital Markets November 2008 - November 2011
BMO Capital Markets June 2003 - November 2008
Deloitte 2000 - 2003
CGI 1997 - 2000
Skills
Library, Information Management, Library Science, Investment Banking, Library Research
Education
The University of Western Ontario
MLIS
University of Guelph
BA Honours, Classics
BMO Capital Markets May 2015 - Present
BMO Capital Markets November 2011 - April 2015
BMO Capital Markets November 2008 - November 2011
BMO Capital Markets June 2003 - November 2008
Deloitte 2000 - 2003
CGI 1997 - 2000
Skills
Library, Information Management, Library Science, Investment Banking, Library Research
Education
The University of Western Ontario
MLIS
University of Guelph
BA Honours, Classics
Sheila Dave's BMO Capital Markets Experience July 2013 - Present
Job Senior Support Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Tufts University September 2011 - December 2011
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), International Finance
Peddie School
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Tufts University September 2011 - December 2011
Education
Tufts University 2009 — 2013
Bachelor of Arts (BA), International Finance
Peddie School
Tom Gervais's BMO Capital Markets Experience January 2004 - August 2006
Job Founder/Managing Director at Summit Capital Partners
Industry Investment Management
Experience
Summit Capital Partners LLC April 2010 - Present
PBL Capital August 2006 - April 2010
BMO Capital Markets January 2004 - August 2006
RBC Dain Rauscher January 2001 - December 2003
Banc One Capital Markets January 1990 - December 2000
Education
University of Houston 1980 — 1982
Master of Science (MS)
University of Houston 1979 — 1980
Bachelor of Science (BS)
Summit Capital Partners LLC April 2010 - Present
PBL Capital August 2006 - April 2010
BMO Capital Markets January 2004 - August 2006
RBC Dain Rauscher January 2001 - December 2003
Banc One Capital Markets January 1990 - December 2000
Education
University of Houston 1980 — 1982
Master of Science (MS)
University of Houston 1979 — 1980
Bachelor of Science (BS)
Alan Laws's BMO Capital Markets Experience July 2009 - October 2014
Job Founder: Laws Whiskey House
Industry Food & Beverages
Experience
BMO Capital Markets July 2009 - October 2014
Merrill Lynch March 1999 - July 2009
Education
University of Calgary
Masters of Economics, Financial Economics
University of Alberta
bachelor of arts (Economics)
BMO Capital Markets July 2009 - October 2014
Merrill Lynch March 1999 - July 2009
Education
University of Calgary
Masters of Economics, Financial Economics
University of Alberta
bachelor of arts (Economics)
Sandra Villegas's BMO Capital Markets Experience June 2015 - 2015
Job HERO Program Associate at College Success Foundation
Industry Nonprofit Organization Management
Experience
College Success Foundation Temporary Administrative AssistantBMO Capital MarketsJune 2015 - September 2015
Children's Defense Fund January 2015 - May 2015
The Catholic University of America August 2014 - May 2015
BMO Capital Markets June 2015 - 2015
The Catholic University of America May 2014 - August 2014
Washington DC Police Foundation October 2013 - May 2014
American Sociological Association October 2012 - May 2013
Martha's Table June 2012 - September 2012
The Family Place DC November 2011 - May 2012
Skills
SPSS, Research, Public Speaking, Community Outreach, Statistics, Internet based research, Fundraising, Event Planning, Public Policy, Communication, Higher Education, Non-profit Volunteer, Sociology, Leadership, Volunteer Management, Program Management, Youth Development, Policy Analysis, University Teaching, Student Affairs, International Relations, Bilingual, Report Writing, Microsoft Office, Organization, Time Management, PowerPoint, Microsoft Excel, Nonprofits, Editing, Interviews, Data Analysis, Spanish, Data Entry, Student Development, Academic Advising, Social Sciences, Teaching, Staff Development, Social Justice, Social Media, Qualitative Research, Spanish-speaking, Student Leadership, Microsoft Word, Social Research, Survey Design
Education
The Catholic University of America 2013 — 2015
Master's degree, Sociology
Trinity University-Washington 2009 — 2013
Bachelor of Arts (B.A.), Sociology
College Success Foundation Temporary Administrative AssistantBMO Capital MarketsJune 2015 - September 2015
Children's Defense Fund January 2015 - May 2015
The Catholic University of America August 2014 - May 2015
BMO Capital Markets June 2015 - 2015
The Catholic University of America May 2014 - August 2014
Washington DC Police Foundation October 2013 - May 2014
American Sociological Association October 2012 - May 2013
Martha's Table June 2012 - September 2012
The Family Place DC November 2011 - May 2012
Skills
SPSS, Research, Public Speaking, Community Outreach, Statistics, Internet based research, Fundraising, Event Planning, Public Policy, Communication, Higher Education, Non-profit Volunteer, Sociology, Leadership, Volunteer Management, Program Management, Youth Development, Policy Analysis, University Teaching, Student Affairs, International Relations, Bilingual, Report Writing, Microsoft Office, Organization, Time Management, PowerPoint, Microsoft Excel, Nonprofits, Editing, Interviews, Data Analysis, Spanish, Data Entry, Student Development, Academic Advising, Social Sciences, Teaching, Staff Development, Social Justice, Social Media, Qualitative Research, Spanish-speaking, Student Leadership, Microsoft Word, Social Research, Survey Design
Education
The Catholic University of America 2013 — 2015
Master's degree, Sociology
Trinity University-Washington 2009 — 2013
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS