BMO Capital Markets
Industry: Investment banking company
DescriptionBMO Capital Markets is the investment banking subsidiary of Canadian Bank of Montreal. The company offers corporate, institutional and government clients access to a range of financial services. CEO: Daniel Barclay (Nov 2018–) Headquarters: First Canadian Place, Toronto, Canada Revenue: 3.724 billion CAD (2014) Managing director: Justin H. Hoogendoorn (Strategic Analytics Group) Parent organization: Bank of Montreal Subsidiaries: Paloma Securities LLC,
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BMO Capital Markets Employees
Employee
Years
Job
Industry
Kristin Lyons Kristin Lyons's BMO Capital Markets Experience November 2012 - Present
Job Equity Sales Trader at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2012 - Present
BTIG November 2011 - October 2012
Capco February 2010 - October 2011
IBM - Global Business Services July 2008 - February 2010
Anlyan & Hively Asset Management September 2007 - July 2008
Oceancrest Advisory Services, LLC May 2007 - June 2008
Skills
Equities, Leadership, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Management, Portfolio Management, Finance, Capital Markets, Securities, Strategy, Business Strategy, Trading, Financial Services, Market Research, Investments, Investment Banking, Series 7, Analysis, Sales
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration, Finance, 3.84 Cameron School of Business GPA; 3.91 Cumulative GPA
BMO Capital Markets November 2012 - Present
BTIG November 2011 - October 2012
Capco February 2010 - October 2011
IBM - Global Business Services July 2008 - February 2010
Anlyan & Hively Asset Management September 2007 - July 2008
Oceancrest Advisory Services, LLC May 2007 - June 2008
Skills
Equities, Leadership, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Management, Portfolio Management, Finance, Capital Markets, Securities, Strategy, Business Strategy, Trading, Financial Services, Market Research, Investments, Investment Banking, Series 7, Analysis, Sales
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science, Business Administration, Finance, 3.84 Cameron School of Business GPA; 3.91 Cumulative GPA
Scott Spinney's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Harris Bank December 2013 - July 2015
BMO Harris Bank August 2011 - December 2013
BMO Harris Bank July 2010 - August 2011
Sterling Partners June 2009 - August 2009
Skills
Commercial Banking, Credit Analysis, Leveraged Lending, Capital Structure, Financial Modeling, Corporate Finance, Financial Analysis, Middle Market, Recapitalizations, Investments, Private Equity, Valuation, Mergers, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business
BS Finance; Honors
New Trier High School
BMO Capital Markets July 2015 - Present
BMO Harris Bank December 2013 - July 2015
BMO Harris Bank August 2011 - December 2013
BMO Harris Bank July 2010 - August 2011
Sterling Partners June 2009 - August 2009
Skills
Commercial Banking, Credit Analysis, Leveraged Lending, Capital Structure, Financial Modeling, Corporate Finance, Financial Analysis, Middle Market, Recapitalizations, Investments, Private Equity, Valuation, Mergers, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business
BS Finance; Honors
New Trier High School
Kevin Breckenfelder Kevin Breckenfelder's BMO Capital Markets Experience June 2015 - Present
Job Incoming Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2015 - Present
Irwin Academic Center August 2013 - December 2014
Cochrane Enterprises August 2012 - September 2014
Wells Fargo May 2014 - August 2014
University of Illinois at Urbana-Champaign June 2012 - December 2012
Midland Information Resources May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Leadership, Data Analysis, Teamwork, Time Management, SQL, PowerPoint, Social Networking, Public Speaking, Social Media, Social Media Marketing, Access, Visio, Event Planning, Nonprofits, Event Management, Java, Spanish, Financial Modeling, Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Finance
Pleasant Valley Community High School 2006 — 2010
BMO Capital Markets June 2015 - Present
Irwin Academic Center August 2013 - December 2014
Cochrane Enterprises August 2012 - September 2014
Wells Fargo May 2014 - August 2014
University of Illinois at Urbana-Champaign June 2012 - December 2012
Midland Information Resources May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Leadership, Data Analysis, Teamwork, Time Management, SQL, PowerPoint, Social Networking, Public Speaking, Social Media, Social Media Marketing, Access, Visio, Event Planning, Nonprofits, Event Management, Java, Spanish, Financial Modeling, Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Finance
Pleasant Valley Community High School 2006 — 2010
Chris Levin's BMO Capital Markets Experience June 2014 - July 2015
Job Associate Director at BBVA Securities Inc.
Industry Investment Banking
Experience
BBVA Securities Inc. July 2015 - Present
BMO Capital Markets June 2014 - July 2015
BMO Capital Markets June 2012 - June 2014
BMO Capital Markets July 2009 - June 2012
Shell Trading May 2008 - August 2008
State Farm Insurance August 2007 - December 2007
Fox Development Corporation January 2007 - July 2007
Skills
Real Estate, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Finance, Investments, Risk Management, Credit, Account Management, Mergers & Acquisitions, Commercial Banking, Portfolio Management, Trading, Credit Risk, Corporate Finance, Legal Review, Documentation, Client Communication, Risk Analysis, Mergers, Sales Management, Relationship Management, Loan Origination, Syndications
Education
University of Illinois at Urbana-Champaign 2004 — 2008
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance, Honors
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Business Administration: Marketing, Honors
BBVA Securities Inc. July 2015 - Present
BMO Capital Markets June 2014 - July 2015
BMO Capital Markets June 2012 - June 2014
BMO Capital Markets July 2009 - June 2012
Shell Trading May 2008 - August 2008
State Farm Insurance August 2007 - December 2007
Fox Development Corporation January 2007 - July 2007
Skills
Real Estate, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Finance, Investments, Risk Management, Credit, Account Management, Mergers & Acquisitions, Commercial Banking, Portfolio Management, Trading, Credit Risk, Corporate Finance, Legal Review, Documentation, Client Communication, Risk Analysis, Mergers, Sales Management, Relationship Management, Loan Origination, Syndications
Education
University of Illinois at Urbana-Champaign 2004 — 2008
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance, Honors
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Business Administration: Marketing, Honors
Tyler Zittergruen Tyler Zittergruen's BMO Capital Markets Experience July 2008 - June 2011
Job Director at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group January 2014 - Present
The Blackstone Group August 2011 - December 2013
BMO Capital Markets July 2008 - June 2011
Principal Global Investors May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers, DCF, Portfolio Management, LBO, Capital Markets, Alternative Investments, Asset Managment, Hedge Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis
Education
University of Iowa 2004 — 2008
Finance, Entrepreneurship
The Blackstone Group January 2014 - Present
The Blackstone Group August 2011 - December 2013
BMO Capital Markets July 2008 - June 2011
Principal Global Investors May 2007 - August 2007
Principal Financial Group May 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers, DCF, Portfolio Management, LBO, Capital Markets, Alternative Investments, Asset Managment, Hedge Funds, Venture Capital, Mergers & Acquisitions, Competitive Analysis
Education
University of Iowa 2004 — 2008
Finance, Entrepreneurship
Jonathan Kline Jonathan Kline's BMO Capital Markets Experience July 2014 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - Present
Hills Bank and Trust Company March 2009 - May 2010
PricewaterhouseCoopers 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equity Research, Capital IQ, Private Equity, Equities, LBO, DCF, Capital Markets, Corporate Finance, Investments, Credit Analysis, Fixed Income
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Accounting, Economics and Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Accounting, Finance and Economics
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - Present
Hills Bank and Trust Company March 2009 - May 2010
PricewaterhouseCoopers 2010 - 2010
Skills
Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equity Research, Capital IQ, Private Equity, Equities, LBO, DCF, Capital Markets, Corporate Finance, Investments, Credit Analysis, Fixed Income
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Accounting, Economics and Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
BBA, Accounting, Finance and Economics
Julio E. Carrera'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
UBS Wealth Management June 2014 - August 2014
Oriental Bank June 2013 - August 2013
Carrion, Laffitte & Casellas July 2012 - August 2012
Skills
Getting The Job Done, Credit, Analysis, Credit Risk, Microsoft Word, Spanish, Finance, Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance with a Minor in Peace Studies
Colegio San Ignacio de Loyola 2006 — 2011
BMO Capital Markets July 2015 - Present
UBS Wealth Management June 2014 - August 2014
Oriental Bank June 2013 - August 2013
Carrion, Laffitte & Casellas July 2012 - August 2012
Skills
Getting The Job Done, Credit, Analysis, Credit Risk, Microsoft Word, Spanish, Finance, Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Corporate Finance
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance with a Minor in Peace Studies
Colegio San Ignacio de Loyola 2006 — 2011
Neil Thakkar Neil Thakkar's BMO Capital Markets Experience 2007 - 2009
Job Commercial Banking at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase 2013 - Present
JPMorgan Chase 2012 - 2013
Ichha Corporation 2009 - 2012
BMO Capital Markets 2007 - 2009
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, Asset Management
Education
University of Illinois at Urbana-Champaign
Bachelor, Economics, 2008
JPMorgan Chase 2013 - Present
JPMorgan Chase 2012 - 2013
Ichha Corporation 2009 - 2012
BMO Capital Markets 2007 - 2009
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, Asset Management
Education
University of Illinois at Urbana-Champaign
Bachelor, Economics, 2008
Zach Evett, CFA's BMO Capital Markets Experience June 2009 - August 2009
Job Assistant Vice President Sponsor Finance at BMO
Industry Banking
David Blinder David Blinder's BMO Capital Markets Experience March 2011 - March 2013
Job Seeking new opportunity
Industry Financial Services
Experience
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
Adam Goldblatt's BMO Capital Markets Experience July 2012 - July 2014
Job Advisory & Consulting Associate at Green Street Advisors
Industry Real Estate
Experience
BMO Capital Markets July 2012 - July 2014
BMO Capital Markets June 2011 - August 2011
Illinois Business Consulting September 2009 - June 2011
Nielsen Online June 2010 - August 2010
North Suburban Special Recreation Association July 2009 - August 2009
College Works Painting June 2009 - June 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accountancy & Finance
BMO Capital Markets July 2012 - July 2014
BMO Capital Markets June 2011 - August 2011
Illinois Business Consulting September 2009 - June 2011
Nielsen Online June 2010 - August 2010
North Suburban Special Recreation Association July 2009 - August 2009
College Works Painting June 2009 - June 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accountancy & Finance
Jimmer Dorweiler Jimmer Dorweiler's BMO Capital Markets Experience July 2007 - July 2010
Job Vice President at Piper Jaffray & Co.
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
Green Manning & Bunch, Ltd. March 2011 - September 2014
Level 3 Communications October 2010 - March 2011
BMO Capital Markets July 2007 - July 2010
University of Minnesota Athletics September 2003 - May 2007
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Financial Analysis, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Portfolio Management, Equities
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance
Piper Jaffray September 2014 - Present
Green Manning & Bunch, Ltd. March 2011 - September 2014
Level 3 Communications October 2010 - March 2011
BMO Capital Markets July 2007 - July 2010
University of Minnesota Athletics September 2003 - May 2007
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Financial Analysis, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Portfolio Management, Equities
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance
Alex Varga Alex Varga's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
IndiVision Republic May 2014 - Present
Department of Accountancy, University of Illinois at Urbana-Champaign June 2013 - May 2014
Illinois Business Consulting January 2013 - August 2013
University of Illinois at Urbana-Champaign June 2011 - July 2013
PMG Sports August 2012 - January 2013
Skills
Athletics, Accounting, Finance, Consulting, Sports Marketing, Gymnastics, Coaching, Team Leadership, Microsoft Excel, Microsoft PowerPoint, Time Management
Education
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS), Finance Minor
University of Illinois at Urbana-Champaign - College of Business 2010 — 2013
Bachelor of Science (BS), Accounting
BMO Capital Markets July 2014 - Present
IndiVision Republic May 2014 - Present
Department of Accountancy, University of Illinois at Urbana-Champaign June 2013 - May 2014
Illinois Business Consulting January 2013 - August 2013
University of Illinois at Urbana-Champaign June 2011 - July 2013
PMG Sports August 2012 - January 2013
Skills
Athletics, Accounting, Finance, Consulting, Sports Marketing, Gymnastics, Coaching, Team Leadership, Microsoft Excel, Microsoft PowerPoint, Time Management
Education
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master of Accounting Science (MAS), Finance Minor
University of Illinois at Urbana-Champaign - College of Business 2010 — 2013
Bachelor of Science (BS), Accounting
Daniel Kleeman Daniel Kleeman's BMO Capital Markets Experience June 2013 - August 2013
Job Data Analyst at Morningstar
Industry Investment Banking
Experience
Morningstar July 2014 - Present
Margolis Market Information Lab August 2012 - Present
BMO Capital Markets June 2013 - August 2013
West Suburban Bank May 2010 - August 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Bloomberg Terminal, Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Accounting, Corporate Finance, Business Analysis, Valuation, Capital IQ, Banking, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Finance
Morningstar July 2014 - Present
Margolis Market Information Lab August 2012 - Present
BMO Capital Markets June 2013 - August 2013
West Suburban Bank May 2010 - August 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Bloomberg Terminal, Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Accounting, Corporate Finance, Business Analysis, Valuation, Capital IQ, Banking, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Finance
Nicole Cook Nicole Cook's BMO Capital Markets Experience September 2007 - June 2011
Job Chief of Staff to the CEO at Dwolla
Industry Internet
Experience
Dwolla July 2015 - Present
Dwolla April 2015 - June 2015
Dwolla February 2014 - March 2015
Dwolla September 2012 - January 2014
Dwolla June 2012 - August 2012
BMO Capital Markets September 2007 - June 2011
BMO Capital Markets July 2005 - August 2007
Harris Nesbitt July 2004 - June 2005
Skills
Business Development, Financial Modeling, Investment Banking, Strategic Partnerships, Leveraged Finance, Entrepreneurship, Private Equity, Strategy, Business Strategy, Corporate Finance, Start-ups, Valuation, Due Diligence, Management, Financial Analysis, Venture Capital
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Emmetsburg High School 1996 — 2000
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Dwolla July 2015 - Present
Dwolla April 2015 - June 2015
Dwolla February 2014 - March 2015
Dwolla September 2012 - January 2014
Dwolla June 2012 - August 2012
BMO Capital Markets September 2007 - June 2011
BMO Capital Markets July 2005 - August 2007
Harris Nesbitt July 2004 - June 2005
Skills
Business Development, Financial Modeling, Investment Banking, Strategic Partnerships, Leveraged Finance, Entrepreneurship, Private Equity, Strategy, Business Strategy, Corporate Finance, Start-ups, Valuation, Due Diligence, Management, Financial Analysis, Venture Capital
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Emmetsburg High School 1996 — 2000
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Ryan Wagner Ryan Wagner's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Nanotechnology
Experience
BMO Capital Markets July 2014 - Present
CIBC February 2013 - July 2013
Penyo Pal November 2011 - January 2013
Harvard Medical School January 2011 - August 2011
Kingston Process Metallurgy Inc. September 2009 - December 2009
Toyota January 2009 - April 2009
Skills
Matlab, Materials Science, Research, Chemical Engineering, Microsoft Office, Entrepreneurship, Critical Thinking, Chemistry, Engineering, Data Analysis, Project Management, Labview, Microsoft Excel, Leadership, Characterization, Nanotechnology, Drug Delivery, Science, CFA Level 1, R&D, Statistics, Analysis, Product Development, Programming
Education
University of Oxford - Said Business School 2013 — 2014
MSc in Financial Economics
University of Waterloo 2007 — 2012
Bachelor of Applied Science, Nanotechnology Engineering
BMO Capital Markets July 2014 - Present
CIBC February 2013 - July 2013
Penyo Pal November 2011 - January 2013
Harvard Medical School January 2011 - August 2011
Kingston Process Metallurgy Inc. September 2009 - December 2009
Toyota January 2009 - April 2009
Skills
Matlab, Materials Science, Research, Chemical Engineering, Microsoft Office, Entrepreneurship, Critical Thinking, Chemistry, Engineering, Data Analysis, Project Management, Labview, Microsoft Excel, Leadership, Characterization, Nanotechnology, Drug Delivery, Science, CFA Level 1, R&D, Statistics, Analysis, Product Development, Programming
Education
University of Oxford - Said Business School 2013 — 2014
MSc in Financial Economics
University of Waterloo 2007 — 2012
Bachelor of Applied Science, Nanotechnology Engineering
Charles Ashley Charles Ashley's BMO Capital Markets Experience June 2012 - August 2012
Job Vice President at Absocold Corporation
Industry Consumer Goods
Experience
BMO Capital Markets June 2012 - August 2012
Openworld Energy September 2011 - December 2011
Absocold February 2006 - December 2010
Ashley Landscaping June 2005 - February 2006
Sears, Roebuck and Co. 1998 - 2005
Skills
Equities, Negotiation, Business Strategy, Strategic Planning, Sales, Financial Analysis, Data Analysis, Project Management, Corporate Finance, Financial Modeling, Project Planning, Market Research, Entrepreneurship, Account Management, Start-ups, Trading, Analysis, Training, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Michigan State University - The Eli Broad College of Business 1997 — 2001
Bachelor of Arts (B.A.), Supply Chain Management
BMO Capital Markets June 2012 - August 2012
Openworld Energy September 2011 - December 2011
Absocold February 2006 - December 2010
Ashley Landscaping June 2005 - February 2006
Sears, Roebuck and Co. 1998 - 2005
Skills
Equities, Negotiation, Business Strategy, Strategic Planning, Sales, Financial Analysis, Data Analysis, Project Management, Corporate Finance, Financial Modeling, Project Planning, Market Research, Entrepreneurship, Account Management, Start-ups, Trading, Analysis, Training, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Entrepreneurship
Michigan State University - The Eli Broad College of Business 1997 — 2001
Bachelor of Arts (B.A.), Supply Chain Management
Michelle Christens Michelle Christens's BMO Capital Markets Experience July 2007 - July 2008
Job Vice President Commercial Banking at MB Financial Bank
Industry Banking
Experience
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - Present
Cole Taylor Bank August 2008 - August 2014
BMO Capital Markets July 2007 - July 2008
Ameriprise Financial January 2005 - May 2007
Wells Fargo Financial May 2006 - August 2006
Skills
Commercial Banking, Financial Analysis, Underwriting, Banking, Financial Modeling, Credit, Portfolio Management, Credit Analysis, Loans, Commercial Lending, Middle Market, Treasury Management, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Benjamin Rothman Benjamin Rothman's BMO Capital Markets Experience June 2015 - August 2015
Job Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2015 - August 2015
McGraw Hill Financial May 2014 - August 2014
Data Mining Technologies Inc. June 2013 - July 2013
Self Employed April 2008 - July 2013
Island Garden Basketball June 2011 - June 2012
Skills
Microsoft Excel, R (Statistical..., Stata, CSS, HTML, Mathematics, Data Analysis, Data Mining, Computers, Microsoft Word, Java, Python, Microsoft Office, PowerPoint, Customer Service, Social Networking
Education
University of Wisconsin-Madison 2012 — 2016
Candidate for BS, Major: Economics with Mathematical Emphasis; Minors: Mathematics, Statistics
Roslyn High School 2008 — 2012
High School Diploma
University of Pennsylvania 2010 — 2010
Summer Academy in Applied Science and Technology Computer Science Program, Computer Programming/Programmer, General
BMO Capital Markets June 2015 - August 2015
McGraw Hill Financial May 2014 - August 2014
Data Mining Technologies Inc. June 2013 - July 2013
Self Employed April 2008 - July 2013
Island Garden Basketball June 2011 - June 2012
Skills
Microsoft Excel, R (Statistical..., Stata, CSS, HTML, Mathematics, Data Analysis, Data Mining, Computers, Microsoft Word, Java, Python, Microsoft Office, PowerPoint, Customer Service, Social Networking
Education
University of Wisconsin-Madison 2012 — 2016
Candidate for BS, Major: Economics with Mathematical Emphasis; Minors: Mathematics, Statistics
Roslyn High School 2008 — 2012
High School Diploma
University of Pennsylvania 2010 — 2010
Summer Academy in Applied Science and Technology Computer Science Program, Computer Programming/Programmer, General
Brian Russ's BMO Capital Markets Experience July 2009 - December 2011
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2012 - Present
BMO Capital Markets July 2009 - December 2011
BMO Capital Markets July 2006 - June 2009
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B/S, Finance
HPHS
BMO Harris Bank January 2012 - Present
BMO Capital Markets July 2009 - December 2011
BMO Capital Markets July 2006 - June 2009
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor's, Finance
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B/S, Finance
HPHS
Chris Jauregui Chris Jauregui's BMO Capital Markets Experience September 2009 - January 2011
Job Senior Associate at Plenary Group
Industry Construction
Experience
Plenary Group September 2013 - Present
InfraRed Capital Partners January 2011 - August 2013
BMO Capital Markets September 2009 - January 2011
Bank of America July 2008 - April 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Commerce (BCom), Economics
Plenary Group September 2013 - Present
InfraRed Capital Partners January 2011 - August 2013
BMO Capital Markets September 2009 - January 2011
Bank of America July 2008 - April 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Commerce (BCom), Economics
Kanwar (KB) Singh Kanwar (KB) Singh's BMO Capital Markets Experience January 2015 - Present
Job Associate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2014 - April 2015
BMO Capital Markets May 2013 - August 2013
Sun Life Financial January 2009 - July 2012
Sun Life Financial June 2008 - August 2008
Boomershine Consulting Group, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, ALM, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Derivatives, Quantitative Analytics, Valuation, Equities, Hedge Funds, Quantitative Analysis, VBA, Options, Risk Management, Financial Markets, Hedging, Quantitative Finance
Education
CFA Institute, Charlottesville, VA 2011 — 2014
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Global Association of Risk Professionals 2014 — 2014
University of Michigan
M.A.
University of Maryland Baltimore County
B.S.
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2014 - April 2015
BMO Capital Markets May 2013 - August 2013
Sun Life Financial January 2009 - July 2012
Sun Life Financial June 2008 - August 2008
Boomershine Consulting Group, LLC June 2007 - August 2007
Skills
Portfolio Management, Investments, ALM, Financial Modeling, Fixed Income, Bloomberg, Capital Markets, Derivatives, Quantitative Analytics, Valuation, Equities, Hedge Funds, Quantitative Analysis, VBA, Options, Risk Management, Financial Markets, Hedging, Quantitative Finance
Education
CFA Institute, Charlottesville, VA 2011 — 2014
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Global Association of Risk Professionals 2014 — 2014
University of Michigan
M.A.
University of Maryland Baltimore County
B.S.
Wendy Kelley's BMO Capital Markets Experience 1997 - 2006
Job General Counsel & Corporate Secretary at KP Tissue Inc.
Industry Legal Services
Experience
Kruger Products L.P. & KP Tissue Inc. 2012 - July 2015
W Kelley Law 2010 - 2012
Biovail Corp. (Now Valeant Pharmaceuticals Intl. Inc.) 2006 - 2009
BMO Financial Group 2002 - 2006
BMO Capital Markets 1997 - 2006
Torys LLP 1993 - 1997
Court of Appeal for Saskatchewan 1991 - 1992
Skills
Corporate Governance, Risk Management, Compliance, Mergers, Securities Regulation, Due Diligence, Corporate Law, Restructuring, Corporate Finance, Privacy Law, Private Equity, Capital Markets, Governance, M&A experience, Litigation, IPO, Mergers & Acquisitions, Mediation, Legal Advice, Civil Litigation, Arbitration, Commercial Litigation, Strategy, Legal Writing, Employment Law, Intellectual Property, Licensing, Securities Litigation, Securities, Contract Negotiation, Legal Research
Education
Harvard Business School, Advanced Management Program 2008 — 2008
Advanced management program, Business
Queen's University, Faculty of Law 1987 — 1990
LL.B., Law
University of Regina 1983 — 1986
Securities regulators
Directors & Officers exam
Kruger Products L.P. & KP Tissue Inc. 2012 - July 2015
W Kelley Law 2010 - 2012
Biovail Corp. (Now Valeant Pharmaceuticals Intl. Inc.) 2006 - 2009
BMO Financial Group 2002 - 2006
BMO Capital Markets 1997 - 2006
Torys LLP 1993 - 1997
Court of Appeal for Saskatchewan 1991 - 1992
Skills
Corporate Governance, Risk Management, Compliance, Mergers, Securities Regulation, Due Diligence, Corporate Law, Restructuring, Corporate Finance, Privacy Law, Private Equity, Capital Markets, Governance, M&A experience, Litigation, IPO, Mergers & Acquisitions, Mediation, Legal Advice, Civil Litigation, Arbitration, Commercial Litigation, Strategy, Legal Writing, Employment Law, Intellectual Property, Licensing, Securities Litigation, Securities, Contract Negotiation, Legal Research
Education
Harvard Business School, Advanced Management Program 2008 — 2008
Advanced management program, Business
Queen's University, Faculty of Law 1987 — 1990
LL.B., Law
University of Regina 1983 — 1986
Securities regulators
Directors & Officers exam
Eric Thiessen Eric Thiessen's BMO Capital Markets Experience January 2008 - January 2008
Job Analyst at Brahman Capital
Industry Investment Management
Experience
Brahman Capital July 2012 - Present
Barclays Capital June 2009 - July 2012
Lehman Brothers May 2008 - July 2008
BMO Capital Markets January 2008 - January 2008
AEGON N.V. May 2007 - August 2007
Skills
Equity Research, Equity Derivatives
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance, Political Science - International Affairs
Brahman Capital July 2012 - Present
Barclays Capital June 2009 - July 2012
Lehman Brothers May 2008 - July 2008
BMO Capital Markets January 2008 - January 2008
AEGON N.V. May 2007 - August 2007
Skills
Equity Research, Equity Derivatives
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance, Political Science - International Affairs
Daniel Kaczmarek Daniel Kaczmarek's BMO Capital Markets Experience July 2012 - September 2014
Job Senior Associate at Chartwell
Industry Financial Services
Experience
Chartwell Capital Solutions September 2014 - Present
BMO Capital Markets July 2012 - September 2014
BMO Capital Markets September 2010 - June 2012
Stout Risius Ross February 2008 - September 2010
Citi July 2007 - February 2008
Foldes Financial Management October 2005 - December 2006
Calamos Investments May 2004 - August 2004
Skills
Capital Markets, Due Diligence, Mergers, Valuation, Analysis
Education
University of Miami 2003 — 2007
BBA, Finance and Legal Studies
Chartwell Capital Solutions September 2014 - Present
BMO Capital Markets July 2012 - September 2014
BMO Capital Markets September 2010 - June 2012
Stout Risius Ross February 2008 - September 2010
Citi July 2007 - February 2008
Foldes Financial Management October 2005 - December 2006
Calamos Investments May 2004 - August 2004
Skills
Capital Markets, Due Diligence, Mergers, Valuation, Analysis
Education
University of Miami 2003 — 2007
BBA, Finance and Legal Studies
Anil Shinde Anil Shinde's BMO Capital Markets Experience February 2014 - Present
Job IntelliMatch Solutions Architect at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2014 - Present
Tata Consultancy Services May 2012 - February 2014
Investance March 2011 - May 2012
Bank of America February 2010 - February 2011
SunGard February 2008 - January 2010
Merrill Lynch January 2006 - February 2008
Capgemini January 2001 - January 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Databases, Microsoft SQL Server, SQL, Pre-sales, Strategy, Project Management, Outsourcing, Management, PMP, Analysis, User Acceptance Testing, Investment Banking, Crystal Reports, Derivatives, Professional Services, PL/SQL
Education
University of Pune 1997 — 2000
Master of Computer Applications (MCA)
BMO Capital Markets February 2014 - Present
Tata Consultancy Services May 2012 - February 2014
Investance March 2011 - May 2012
Bank of America February 2010 - February 2011
SunGard February 2008 - January 2010
Merrill Lynch January 2006 - February 2008
Capgemini January 2001 - January 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Databases, Microsoft SQL Server, SQL, Pre-sales, Strategy, Project Management, Outsourcing, Management, PMP, Analysis, User Acceptance Testing, Investment Banking, Crystal Reports, Derivatives, Professional Services, PL/SQL
Education
University of Pune 1997 — 2000
Master of Computer Applications (MCA)
Brant Arseneau Brant Arseneau's BMO Capital Markets Experience January 2012 - Present
Job Senior Vice President and Chief Information Officer of Capital Markets & Enterprise Risk
Industry Financial Services
Experience
BMO Capital Markets January 2012 - Present
BMO January 2012 - Present
BMO Capital Markets November 2009 - Present
IBM October 2006 - December 2008
Lab49/Zuna 2002 - 2006
KPMG December 1998 - March 2000
JPMorgan Chase 1995 - 2000
Cap Gemini 1996 - December 1998
Education
University of New Brunswick 1986 — 1990
BSc
BMO Capital Markets January 2012 - Present
BMO January 2012 - Present
BMO Capital Markets November 2009 - Present
IBM October 2006 - December 2008
Lab49/Zuna 2002 - 2006
KPMG December 1998 - March 2000
JPMorgan Chase 1995 - 2000
Cap Gemini 1996 - December 1998
Education
University of New Brunswick 1986 — 1990
BSc
Michael Johns's BMO Capital Markets Experience September 1998 - Present
Job Managing Director at BMO Capital Markets
Industry Food & Beverages
Experience
BMO Capital Markets September 1998 - Present
Calyon - Credit Agricole Indosuez June 1997 - September 1998
Skills
Mergers, Debt, Equities, Due Diligence, Structuring, Corporate Finance, IPO, Fixed Income, Valuation, Investment Banking, LBO, Capital Markets, Divestitures, Financial Modeling, Capital, Corporate Development, Buyouts, Strategic Planning, Origination, Bonds, High Yield
Education
The University of Chicago - Graduate School of Business 2006 — 2008
MBA, Strategic Management & Organizational Behavior
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance
BMO Capital Markets September 1998 - Present
Calyon - Credit Agricole Indosuez June 1997 - September 1998
Skills
Mergers, Debt, Equities, Due Diligence, Structuring, Corporate Finance, IPO, Fixed Income, Valuation, Investment Banking, LBO, Capital Markets, Divestitures, Financial Modeling, Capital, Corporate Development, Buyouts, Strategic Planning, Origination, Bonds, High Yield
Education
The University of Chicago - Graduate School of Business 2006 — 2008
MBA, Strategic Management & Organizational Behavior
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance
Tom Belatti's BMO Capital Markets Experience July 2013 - July 2015
Job Private Equity Analyst at McCarthy Capital
Industry Investment Management
Experience
McCarthy Capital August 2015 - Present
BMO Capital Markets July 2013 - July 2015
University of Pennsylvania May 2012 - August 2012
Villanova University November 2010 - June 2012
Education
Villanova University 2009 — 2013
B.S., Mechanical Engineering, Summa Cum Laude
University of Oxford 2012 — 2012
Study Abroad, Engineering and Mathematics
Creighton Preparatory School 2005 — 2009
High School
McCarthy Capital August 2015 - Present
BMO Capital Markets July 2013 - July 2015
University of Pennsylvania May 2012 - August 2012
Villanova University November 2010 - June 2012
Education
Villanova University 2009 — 2013
B.S., Mechanical Engineering, Summa Cum Laude
University of Oxford 2012 — 2012
Study Abroad, Engineering and Mathematics
Creighton Preparatory School 2005 — 2009
High School
Joe Recendez's BMO Capital Markets Experience March 2014 - April 2015
Job Equity Research
Industry Financial Services
Experience
BMO Capital Markets March 2014 - April 2015
Evercore Partners January 2011 - September 2013
Ticonderoga Securities LLC April 2010 - January 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Capital Markets, Due Diligence, Finance, Bloomberg, Corporate Finance, Private Equity
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance
University of Illinois College of Law 2001 — 2004
JD, Law
University of Notre Dame 1996 — 2001
BA, Economics, Philosophy
BMO Capital Markets March 2014 - April 2015
Evercore Partners January 2011 - September 2013
Ticonderoga Securities LLC April 2010 - January 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Capital Markets, Due Diligence, Finance, Bloomberg, Corporate Finance, Private Equity
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance
University of Illinois College of Law 2001 — 2004
JD, Law
University of Notre Dame 1996 — 2001
BA, Economics, Philosophy
Derek Jenkin, MBA, MFin, LL.M Derek Jenkin, MBA, MFin, LL.M's BMO Capital Markets Experience July 2010 - January 2012
Job Global Representative & Partner: L3 National Security Solutions Advanced Programs & AdYapper Digital Advertising
Industry Defense & Space
Experience
DJ Consulting, Inc April 2011 - Present
Capco April 2013 - April 2014
HOOPP January 2012 - April 2013
BMO Capital Markets July 2010 - January 2012
CIBC Wood Gundy May 2001 - November 2008
Skills
Derivatives, Collateral Management, Regulatory Strategy, Change Management, Contract Negotiation, Project Management, Sales, Trading, Competitive Analysis, Capital Markets, Strategy, Business Strategy, Financial Risk, Valuation, Equities, Investments, Fixed Income, Banking, Risk Management
Education
York University - Osgoode Hall Law School 2009 — 2011
LL.M, Securities Law
Rotman School of Management 2009 — 2010
MFin, Finance and Financial Management Services
University of Toronto - Rotman School of Management 2007 — 2009
Master of Business Administration (EMBA), Organizational Leadership
University of New Brunswick 1993 — 1997
BBA, Business Administration and Management, General
North Toronto C.I. 1992 — 1993
Exeter School 1991 — 1992
DJ Consulting, Inc April 2011 - Present
Capco April 2013 - April 2014
HOOPP January 2012 - April 2013
BMO Capital Markets July 2010 - January 2012
CIBC Wood Gundy May 2001 - November 2008
Skills
Derivatives, Collateral Management, Regulatory Strategy, Change Management, Contract Negotiation, Project Management, Sales, Trading, Competitive Analysis, Capital Markets, Strategy, Business Strategy, Financial Risk, Valuation, Equities, Investments, Fixed Income, Banking, Risk Management
Education
York University - Osgoode Hall Law School 2009 — 2011
LL.M, Securities Law
Rotman School of Management 2009 — 2010
MFin, Finance and Financial Management Services
University of Toronto - Rotman School of Management 2007 — 2009
Master of Business Administration (EMBA), Organizational Leadership
University of New Brunswick 1993 — 1997
BBA, Business Administration and Management, General
North Toronto C.I. 1992 — 1993
Exeter School 1991 — 1992
Danny Mejia Danny Mejia's BMO Capital Markets Experience November 2013 - May 2014
Job Global Markets Assistant Vice President
Industry Capital Markets
Experience
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
BMO Capital Markets November 2013 - May 2014
Wells Fargo June 2010 - November 2013
First Premier Mortgage September 2009 - June 2010
City Limo January 2005 - April 2009
Skills
Risk Management, Operations Management, Operational Risk, Credit Analysis, Financial Services, Underwriting, Auditing, Mortgage Lending, Loan Origination, FHA, Loss Mitigation, Financial Analysis, Credit Risk, Mortgage Banking, Refinance, USDA, Finance, Customer Service, Relationship Management, Loans, Credit, Microsoft Excel, Financial Risk, Mortgage Underwriting, Portfolio Management, Asset Management, Commercial Lending, Fixed Income, Securities, Mutual Funds, Valuation, Capital Markets, Series 63, Series 7, Bloomberg, Settlement, Prime Brokerage, Banking, Investment Banking, Derivatives, Funding, Equities, Options, Financial Markets, AML, Securitization, Operational Risk..., Rates, Credit Derivatives, Market Risk
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Arts (B.A.), Finance, General
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Economics
Butler High School
High School Diploma, Financial Mathematics
Bank of Tokyo-Mitsubishi UFJ May 2014 - Present
BMO Capital Markets November 2013 - May 2014
Wells Fargo June 2010 - November 2013
First Premier Mortgage September 2009 - June 2010
City Limo January 2005 - April 2009
Skills
Risk Management, Operations Management, Operational Risk, Credit Analysis, Financial Services, Underwriting, Auditing, Mortgage Lending, Loan Origination, FHA, Loss Mitigation, Financial Analysis, Credit Risk, Mortgage Banking, Refinance, USDA, Finance, Customer Service, Relationship Management, Loans, Credit, Microsoft Excel, Financial Risk, Mortgage Underwriting, Portfolio Management, Asset Management, Commercial Lending, Fixed Income, Securities, Mutual Funds, Valuation, Capital Markets, Series 63, Series 7, Bloomberg, Settlement, Prime Brokerage, Banking, Investment Banking, Derivatives, Funding, Equities, Options, Financial Markets, AML, Securitization, Operational Risk..., Rates, Credit Derivatives, Market Risk
Education
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Arts (B.A.), Finance, General
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Economics
Butler High School
High School Diploma, Financial Mathematics
Ivan Gerstein's BMO Capital Markets Experience February 2008 - Present
Job Director, Sr Product Controller at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
Amrita Bhattacharya Amrita Bhattacharya's BMO Capital Markets Experience February 2011 - March 2012
Job Rates and FX at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
TD March 2012 - December 2013
BMO Capital Markets February 2011 - March 2012
Scotiabank January 2010 - February 2011
ING May 2005 - August 2009
Education
Wilmington University
Master of Business Administration (MBA), Management Information Systems, General
Kirloskar Institute Of Advanced Management Studies
MBA, Finance
University of Pune
Credit Suisse October 2014 - Present
Morgan Stanley January 2014 - October 2014
TD March 2012 - December 2013
BMO Capital Markets February 2011 - March 2012
Scotiabank January 2010 - February 2011
ING May 2005 - August 2009
Education
Wilmington University
Master of Business Administration (MBA), Management Information Systems, General
Kirloskar Institute Of Advanced Management Studies
MBA, Finance
University of Pune
Katie Wielichowski's BMO Capital Markets Experience August 2013 - Present
Job Operations Senior Service Representative
Industry Banking
Experience
BMO Capital Markets August 2013 - Present
Hertz January 2013 - April 2013
Outback Steakhouse 2010 - 2011
US Bancorp Fund Services 2007 - 2009
Outback Steakhouse 2003 - 2005
Skills
Commitment to Customer..., Financial Operations, Marketing Communications, Operational Efficiency, Six Sigma
Education
University of Minnesota-Twin Cities 2004 — 2005
Bachelor of Arts (BA), Broadcast Journalism
University of Wisconsin-Milwaukee 2003 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
BMO Capital Markets August 2013 - Present
Hertz January 2013 - April 2013
Outback Steakhouse 2010 - 2011
US Bancorp Fund Services 2007 - 2009
Outback Steakhouse 2003 - 2005
Skills
Commitment to Customer..., Financial Operations, Marketing Communications, Operational Efficiency, Six Sigma
Education
University of Minnesota-Twin Cities 2004 — 2005
Bachelor of Arts (BA), Broadcast Journalism
University of Wisconsin-Milwaukee 2003 — 2004
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
University of Minnesota-Twin Cities 1998 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Stephen Bowler's BMO Capital Markets Experience July 2014 - Present
Job Institutional Equity Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Jefferies & Company July 2008 - July 2014
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Derivatives, Trading, Equity Trading, Financial Markets, Valuation, Electronic Trading, Equity Derivatives, Emerging Markets, Trading Systems
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
BMO Capital Markets July 2014 - Present
Jefferies & Company July 2008 - July 2014
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Equity Research, Derivatives, Trading, Equity Trading, Financial Markets, Valuation, Electronic Trading, Equity Derivatives, Emerging Markets, Trading Systems
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Gunaseelan Rajadurai Gunaseelan Rajadurai's BMO Capital Markets Experience 2008 - 2009
Job System Support Analyst at BMO Capital Markets
Industry Financial Services
Experience
Bank of Montreal January 2009 - Present
Bank of Montreal November 2008 - June 2009
BMO Capital Markets 2008 - 2009
Skills
SharePoint, Windows Server, Active Directory, Disaster Recovery, VMware, Servers, Service Desk, Enterprise Architecture, Project Management, Management
Education
University of Peradeniya 1990 — 1994
B.A, General
Bank of Montreal January 2009 - Present
Bank of Montreal November 2008 - June 2009
BMO Capital Markets 2008 - 2009
Skills
SharePoint, Windows Server, Active Directory, Disaster Recovery, VMware, Servers, Service Desk, Enterprise Architecture, Project Management, Management
Education
University of Peradeniya 1990 — 1994
B.A, General
Sean O'Donnell's BMO Capital Markets Experience May 2013 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2013 - Present
Tresbaum Properties, LLC October 2007 - Present
Deloitte Financial Advisory Services February 2012 - April 2013
Deloitte Consulting July 2006 - February 2012
Skills
Business Transformation, Business Process..., Financial Modeling, Management Consulting, Business Valuation, Intangible Assets, tangible assets, Market Research, Enterprise Valuation, Valuation Modeling
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Corporate Finance
University of Notre Dame 2001 — 2006
BS, Mechanical Engineering
Rockhurst
BMO Capital Markets May 2013 - Present
Tresbaum Properties, LLC October 2007 - Present
Deloitte Financial Advisory Services February 2012 - April 2013
Deloitte Consulting July 2006 - February 2012
Skills
Business Transformation, Business Process..., Financial Modeling, Management Consulting, Business Valuation, Intangible Assets, tangible assets, Market Research, Enterprise Valuation, Valuation Modeling
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Corporate Finance
University of Notre Dame 2001 — 2006
BS, Mechanical Engineering
Rockhurst
Ivan Osinsky's BMO Capital Markets Experience July 2012 - February 2015
Job Associate at Chicago Pacific Founders
Industry Venture Capital & Private Equity
Experience
Chicago Pacific Founders February 2015 - Present
BMO Capital Markets July 2012 - February 2015
Education
University of Illinois at Urbana-Champaign - College of Business
B.S. in Finance and B.S. in Accountancy
Chicago Pacific Founders February 2015 - Present
BMO Capital Markets July 2012 - February 2015
Education
University of Illinois at Urbana-Champaign - College of Business
B.S. in Finance and B.S. in Accountancy
Katie Brennan's BMO Capital Markets Experience October 2013 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Writing and Editing
Experience
BMO Capital Markets October 2013 - Present
Bloomberg LP June 2013 - 2013
Newsy.com January 2013 - 2013
National Endowment for Financial Education 2012 - 2013
KOMU8 News 2010 - 2013
CNBC 2012 - 2012
CNBC 2012 - 2012
Evident Entertainment 2009 - 2011
Marina Tae Kwon Do January 2006 - December 2009
Skills
Broadcast Journalism, Storytelling, Video, Editing, Interviews, Avid, Breaking News, Broadcast, News Writing, ENPS, Final Cut Pro, Broadcast Television, Avid Newscutter, Videography, Video Production, Television, News Anchoring, Social Media, Multimedia, Blogging, Online Journalism, Journalism, Adobe Audition, Camera
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Radio/TV Journalism, Senior
BMO Capital Markets October 2013 - Present
Bloomberg LP June 2013 - 2013
Newsy.com January 2013 - 2013
National Endowment for Financial Education 2012 - 2013
KOMU8 News 2010 - 2013
CNBC 2012 - 2012
CNBC 2012 - 2012
Evident Entertainment 2009 - 2011
Marina Tae Kwon Do January 2006 - December 2009
Skills
Broadcast Journalism, Storytelling, Video, Editing, Interviews, Avid, Breaking News, Broadcast, News Writing, ENPS, Final Cut Pro, Broadcast Television, Avid Newscutter, Videography, Video Production, Television, News Anchoring, Social Media, Multimedia, Blogging, Online Journalism, Journalism, Adobe Audition, Camera
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Radio/TV Journalism, Senior
Apurwa Pokhrel's BMO Capital Markets Experience July 2011 - September 2013
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
US Foods October 2013 - March 2014
BMO Capital Markets July 2011 - September 2013
PwC June 2010 - August 2010
The University of Iowa March 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Investment Banking, Internal Controls, Finance, Corporate Finance, DCF, Bloomberg, Derivatives, LBO
Education
University of Iowa 2006 — 2011
B.S, Business Administration; Finance and Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance
SunTrust Robinson Humphrey April 2014 - Present
US Foods October 2013 - March 2014
BMO Capital Markets July 2011 - September 2013
PwC June 2010 - August 2010
The University of Iowa March 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Investment Banking, Internal Controls, Finance, Corporate Finance, DCF, Bloomberg, Derivatives, LBO
Education
University of Iowa 2006 — 2011
B.S, Business Administration; Finance and Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance
Jamie Hosler's BMO Capital Markets Experience December 2011 - February 2015
Job Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank February 2015 - Present
BMO Capital Markets December 2011 - February 2015
BMO Capital Markets July 2008 - December 2011
BMO Capital Markets July 2005 - June 2008
ITW Hi-Cone May 2005 - July 2005
Skills
Account Management, Bloomberg, Capital Markets, Corporate Finance, Credit, Credit Analysis, DCF, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Marketing, Portfolio Management, Private Equity, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science (BS), Finance, General
BMO Harris Bank February 2015 - Present
BMO Capital Markets December 2011 - February 2015
BMO Capital Markets July 2008 - December 2011
BMO Capital Markets July 2005 - June 2008
ITW Hi-Cone May 2005 - July 2005
Skills
Account Management, Bloomberg, Capital Markets, Corporate Finance, Credit, Credit Analysis, DCF, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Marketing, Portfolio Management, Private Equity, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science (BS), Finance, General
Stephanie Madia Mobley's BMO Capital Markets Experience July 2006 - September 2007
Job Director, Integrated Economics and Strategy Finance at Highmark
Industry Hospital & Health Care
Experience
Highmark November 2014 - Present
Philips January 2013 - Present
Philips October 2011 - Present
DICK'S SPORTING GOODS, INC October 2010 - October 2011
Dick's Sporting Goods July 2009 - October 2010
Thermo Fisher Scientific September 2007 - July 2009
BMO Capital Markets July 2006 - September 2007
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Financial Modeling, Strategic Planning, Competitive Analysis, Data Analysis, Process Improvement, Analysis, Mergers, Market Research, Microsoft Excel, Finance, Market Analysis, Leadership, Business Development, Marketing, Management, Sales Operations, New Business Development, Training, Strategy
Education
Carnegie Mellon Tepper School of Business 2007 — 2012
MBA, Finance, Quantitative, Strategy
University of Notre Dame 2002 — 2006
BBA, Finance
Highmark November 2014 - Present
Philips January 2013 - Present
Philips October 2011 - Present
DICK'S SPORTING GOODS, INC October 2010 - October 2011
Dick's Sporting Goods July 2009 - October 2010
Thermo Fisher Scientific September 2007 - July 2009
BMO Capital Markets July 2006 - September 2007
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Financial Modeling, Strategic Planning, Competitive Analysis, Data Analysis, Process Improvement, Analysis, Mergers, Market Research, Microsoft Excel, Finance, Market Analysis, Leadership, Business Development, Marketing, Management, Sales Operations, New Business Development, Training, Strategy
Education
Carnegie Mellon Tepper School of Business 2007 — 2012
MBA, Finance, Quantitative, Strategy
University of Notre Dame 2002 — 2006
BBA, Finance
Patrick Chen, CFA Patrick Chen, CFA's BMO Capital Markets Experience January 2014 - Present
Job Equity Research, Agriculture and Protein
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
Scotiabank July 2011 - January 2014
PNC Financial Services August 2010 - July 2011
University of Michigan Ross School of Business January 2010 - March 2010
State Street Alternative Investment Solutions June 2009 - August 2009
Citco Fund Services May 2008 - August 2008
Citco Fund Services May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting and Finance
The Bronx High School of Science 2002 — 2006
Diploma
BMO Capital Markets January 2014 - Present
Scotiabank July 2011 - January 2014
PNC Financial Services August 2010 - July 2011
University of Michigan Ross School of Business January 2010 - March 2010
State Street Alternative Investment Solutions June 2009 - August 2009
Citco Fund Services May 2008 - August 2008
Citco Fund Services May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting and Finance
The Bronx High School of Science 2002 — 2006
Diploma
D.J. Valenti'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
EY June 2014 - August 2014
United Airlines June 2013 - August 2013
TTX Company May 2012 - January 2013
Skills
Microsoft Excel, Leadership, Auditing, Financial Analysis, GAAP, Financial Reporting, Financial Modeling
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accountancy & Studio Art
BMO Capital Markets July 2015 - Present
EY June 2014 - August 2014
United Airlines June 2013 - August 2013
TTX Company May 2012 - January 2013
Skills
Microsoft Excel, Leadership, Auditing, Financial Analysis, GAAP, Financial Reporting, Financial Modeling
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accountancy & Studio Art
Peter Stack Peter Stack's BMO Capital Markets Experience February 2002 - September 2012
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
Lincoln International September 2012 - Present
BMO Capital Markets February 2002 - September 2012
Bank of America September 2000 - February 2002
PNC Capital Markets September 1992 - September 2000
Skills
Leveraged Finance, Equity Capital Markets, Investment Banking, Mergers, Middle Market, Investments, Commercial Banking, Debt, Private Equity, Corporate Development, Venture Capital, Financial Modeling, Mergers & Acquisitions, Valuation, Corporate Finance, Strategy, Management, Business Valuation, Private Placements, Due Diligence, Financial Structuring, LBO, Growth Capital
Education
Brother Rice High School
Moore Scool of Business, University of South Carolina
MIBS, International Finance
University of Michigan
Bachelor of Arts, Political Science
Scott Sanders Scott Sanders's BMO Capital Markets Experience January 2011 - August 2011
Job Vice President, Corporate Business Development at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein August 2011 - Present
BMO Capital Markets January 2011 - August 2011
Bank of America Merrill Lynch 2005 - 2010
CIBC World Markets 1998 - 2005
Morgan, Lewis & Bockius LLP 1994 - 1998
Education
University of Michigan Law School 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Economics
Henry Schein August 2011 - Present
BMO Capital Markets January 2011 - August 2011
Bank of America Merrill Lynch 2005 - 2010
CIBC World Markets 1998 - 2005
Morgan, Lewis & Bockius LLP 1994 - 1998
Education
University of Michigan Law School 1991 — 1994
JD, Law
University of Michigan 1987 — 1991
BA, Economics
Jasmine Sultan's BMO Capital Markets Experience April 2013 - Present
Job Associate, Corporate Sales & Structuring at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets April 2013 - Present
BMO Capital Markets December 2010 - April 2013
University of Ottawa 2007 - 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Banking, Capital Markets, Derivatives, Bloomberg, Fixed Income, Interest Rate..., Structured Products, Bloomberg Terminal, Equity Valuation
Education
University of Ottawa / Université d'Ottawa 2004 — 2009
Commerce, Finance and Marketing
BMO Capital Markets April 2013 - Present
BMO Capital Markets December 2010 - April 2013
University of Ottawa 2007 - 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Banking, Capital Markets, Derivatives, Bloomberg, Fixed Income, Interest Rate..., Structured Products, Bloomberg Terminal, Equity Valuation
Education
University of Ottawa / Université d'Ottawa 2004 — 2009
Commerce, Finance and Marketing
David Kuck's BMO Capital Markets Experience August 2010 - July 2012
Job High Yield Research at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
BMO Capital Markets August 2010 - July 2012
Ernst & Young September 2006 - August 2010
The White House June 2006 - August 2006
McGladrey & Pullen June 2005 - August 2005
Republican National Committee June 2004 - August 2004
United States Senate January 2004 - May 2004
Skills
Investments, Auditing, Financial Modeling, Capital Markets, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MSA, Accounting
University of Notre Dame 2001 — 2005
BBA, Accounting
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
BMO Capital Markets August 2010 - July 2012
Ernst & Young September 2006 - August 2010
The White House June 2006 - August 2006
McGladrey & Pullen June 2005 - August 2005
Republican National Committee June 2004 - August 2004
United States Senate January 2004 - May 2004
Skills
Investments, Auditing, Financial Modeling, Capital Markets, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MSA, Accounting
University of Notre Dame 2001 — 2005
BBA, Accounting
Sarah Duquette Sarah Duquette's BMO Capital Markets Experience August 2014 - Present
Job Senior Administrative Assistant at BMO Capital Markets
Industry Public Relations and Communications
Experience
BMO Capital Markets August 2014 - Present
UMM Entertainment August 2011 - Present
Sun Life Financial October 2012 - July 2014
BCBG Max Azria June 2011 - August 2012
Skills
Multitasking Skills, Social Networking, Interpersonal..., Computers, Event Planning, Organization, Development Of..., Customer Service
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
IFSE Institute
Investment Funds Institute of Canada (IFIC) Program
BMO Capital Markets August 2014 - Present
UMM Entertainment August 2011 - Present
Sun Life Financial October 2012 - July 2014
BCBG Max Azria June 2011 - August 2012
Skills
Multitasking Skills, Social Networking, Interpersonal..., Computers, Event Planning, Organization, Development Of..., Customer Service
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
IFSE Institute
Investment Funds Institute of Canada (IFIC) Program
Jaryd Banach Jaryd Banach's BMO Capital Markets Experience August 2013 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets August 2013 - Present
Barclays January 2011 - August 2012
DiFiglia Capital Management September 2009 - January 2011
Cowen and Company July 2008 - June 2009
Skills
Capital Markets, Hedge Funds, Investment Banking, Trading, Equities, Investments, Financial Analysis, Portfolio Management, Asset Managment, Bloomberg
Education
University of Richmond 2004 — 2008
BSBA
University College Dublin 2006 — 2006
BMO Capital Markets August 2013 - Present
Barclays January 2011 - August 2012
DiFiglia Capital Management September 2009 - January 2011
Cowen and Company July 2008 - June 2009
Skills
Capital Markets, Hedge Funds, Investment Banking, Trading, Equities, Investments, Financial Analysis, Portfolio Management, Asset Managment, Bloomberg
Education
University of Richmond 2004 — 2008
BSBA
University College Dublin 2006 — 2006
Jonathan Mark Jonathan Mark's BMO Capital Markets Experience November 2010 - July 2011
Job Development Associate at Related Companies
Industry Real Estate
Experience
Related Companies January 2015 - Present
CityView October 2012 - December 2014
CWCapital October 2011 - September 2012
BMO Capital Markets November 2010 - July 2011
BMO Capital Markets July 2008 - November 2010
BMO Capital Markets August 2007 - August 2007
BMO Capital Markets May 2007 - August 2007
Skills
Investment Banking, Investments, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Equities, Analysis, Real Estate, Capital Markets, Valuation, Due Diligence, Finance, Financial Analysis, Management, Corporate Finance, Asset Management, Acquisitions, Private Equity, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
BSE, Systems Engineering
University of Pennsylvania 2004 — 2008
School; Bachelor of Science, Engineering and Applied Science; Engineering; Systems Engineering; focus on financial systems
Related Companies January 2015 - Present
CityView October 2012 - December 2014
CWCapital October 2011 - September 2012
BMO Capital Markets November 2010 - July 2011
BMO Capital Markets July 2008 - November 2010
BMO Capital Markets August 2007 - August 2007
BMO Capital Markets May 2007 - August 2007
Skills
Investment Banking, Investments, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Equities, Analysis, Real Estate, Capital Markets, Valuation, Due Diligence, Finance, Financial Analysis, Management, Corporate Finance, Asset Management, Acquisitions, Private Equity, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
BSE, Systems Engineering
University of Pennsylvania 2004 — 2008
School; Bachelor of Science, Engineering and Applied Science; Engineering; Systems Engineering; focus on financial systems
Robert Barnett Robert Barnett's BMO Capital Markets Experience 2004 - 2007
Job Partner at Wexford Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Wexford Capital Partners, LLC January 2013 - Present
Verit Advisors LLC October 2013 - Present
Chicago Children's Museum 1997 - Present
Leadership Greater Chicago 2002 - Present
University of Michigan Ross School of Business 2007 - October 2014
TTK Partners, LLC 2009 - January 2013
LINK Unlimited 2004 - 2012
BMO Capital Markets 2004 - 2007
Bank One Corporation 1998 - 2004
First Chicago NBD 1995 - 1998
Skills
Capital Markets, Equities, Mergers, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Strategic Planning, Investment Banking, Management, Leadership, Venture Capital, Corporate Finance, Financial Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Nonprofits, Non-profits, Public Speaking, Strategy, Start-ups, Process Improvement, Loans, Valuation, Commercial Lending, Budgets, Investments, Program Management, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
University of Michigan 1974 — 1978
BS, Applied Mathematics
Wexford Capital Partners, LLC January 2013 - Present
Verit Advisors LLC October 2013 - Present
Chicago Children's Museum 1997 - Present
Leadership Greater Chicago 2002 - Present
University of Michigan Ross School of Business 2007 - October 2014
TTK Partners, LLC 2009 - January 2013
LINK Unlimited 2004 - 2012
BMO Capital Markets 2004 - 2007
Bank One Corporation 1998 - 2004
First Chicago NBD 1995 - 1998
Skills
Capital Markets, Equities, Mergers, Mergers & Acquisitions, Finance, Due Diligence, Private Equity, Strategic Planning, Investment Banking, Management, Leadership, Venture Capital, Corporate Finance, Financial Advisory, Financial Modeling, Portfolio Management, Financial Analysis, Nonprofits, Non-profits, Public Speaking, Strategy, Start-ups, Process Improvement, Loans, Valuation, Commercial Lending, Budgets, Investments, Program Management, Fundraising
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
University of Michigan 1974 — 1978
BS, Applied Mathematics
Charles Smead's BMO Capital Markets Experience July 2013 - March 2015
Job Institutional Equities at Macquarie Capital
Industry Financial Services
Experience
Macquarie Group April 2015 - Present
BMO Capital Markets July 2013 - March 2015
BMO Capital Markets July 2011 - July 2013
Feng Tse Hot Pot June 2011 - July 2011
University of Richmond August 2007 - June 2011
HSBC June 2010 - August 2010
The International Investment Group, L.L.C. June 2009 - August 2009
Fleishman-Hillard July 2008 - August 2008
Skills
Fixed Income, Trading, Financial Analysis, Bloomberg Terminal, Options, Risk Management, FX Options, Due Diligence, Financial Services, Mutual Funds, Mergers & Acquisitions, Bloomberg, Equity Research, Valuation, Financial Modeling, Investment Banking
Education
University of Richmond - Robins School of Business 2007 — 2011
Macquarie Group April 2015 - Present
BMO Capital Markets July 2013 - March 2015
BMO Capital Markets July 2011 - July 2013
Feng Tse Hot Pot June 2011 - July 2011
University of Richmond August 2007 - June 2011
HSBC June 2010 - August 2010
The International Investment Group, L.L.C. June 2009 - August 2009
Fleishman-Hillard July 2008 - August 2008
Skills
Fixed Income, Trading, Financial Analysis, Bloomberg Terminal, Options, Risk Management, FX Options, Due Diligence, Financial Services, Mutual Funds, Mergers & Acquisitions, Bloomberg, Equity Research, Valuation, Financial Modeling, Investment Banking
Education
University of Richmond - Robins School of Business 2007 — 2011
Diane Selph Diane Selph's BMO Capital Markets Experience March 1997 - September 2008
Job Managing Director at The Chicago Corporation
Industry Investment Banking
Experience
The Chicago Corporation July 2010 - Present
Halyard Capital Advisors March 2009 - June 2010
BMO Capital Markets March 1997 - September 2008
First National Bank of Chicago (now J.P. Morgan Chase) August 1994 - March 1997
Marriott Corporation June 1989 - June 1992
KPMG Peat Marwick August 1986 - June 1989
Skills
Investment Banking, Mergers, Capital Markets, Strategic Planning, Adquisitions, Divestitures, Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital, Investments, Private Placements, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Virginia 1982 — 1986
BS, Accounting - McIntire School of Commerce
The Chicago Corporation July 2010 - Present
Halyard Capital Advisors March 2009 - June 2010
BMO Capital Markets March 1997 - September 2008
First National Bank of Chicago (now J.P. Morgan Chase) August 1994 - March 1997
Marriott Corporation June 1989 - June 1992
KPMG Peat Marwick August 1986 - June 1989
Skills
Investment Banking, Mergers, Capital Markets, Strategic Planning, Adquisitions, Divestitures, Valuation, Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital, Investments, Private Placements, Strategy, Portfolio Management, Due Diligence, Financial Analysis, Finance, Equities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance
University of Virginia 1982 — 1986
BS, Accounting - McIntire School of Commerce
Cameron Milkiewicz's BMO Capital Markets Experience October 2013 - December 2013
Job Education Development Specialist at PriMed
Industry Public Relations and Communications
Experience
DBC Pri-Med, LLC December 2013 - Present
BMO Capital Markets October 2013 - December 2013
Iron Mountain September 2013 - November 2013
Boston Police Foundation July 2013 - July 2013
Skills
Higher Education, Social Media, Customer Service, PowerPoint, Event Planning, Community Outreach, Microsoft Office, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Research, Fundraising, Social Networking, Project Management, Logistics Management, Project Coordination, Sales Logix, Travel Management, Exact Target, Marketing
Education
University of Maine 2009 — 2013
Bachelor of Liberal Arts and Sciences, Communication, Major; Business Administration, Minor
Scituate High School 2005 — 2009
High School Diploma
DBC Pri-Med, LLC December 2013 - Present
BMO Capital Markets October 2013 - December 2013
Iron Mountain September 2013 - November 2013
Boston Police Foundation July 2013 - July 2013
Skills
Higher Education, Social Media, Customer Service, PowerPoint, Event Planning, Community Outreach, Microsoft Office, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Research, Fundraising, Social Networking, Project Management, Logistics Management, Project Coordination, Sales Logix, Travel Management, Exact Target, Marketing
Education
University of Maine 2009 — 2013
Bachelor of Liberal Arts and Sciences, Communication, Major; Business Administration, Minor
Scituate High School 2005 — 2009
High School Diploma
alex von may alex von may's BMO Capital Markets Experience May 1993 - September 1999
Job Global Head of Sales at Metals House Inc
Industry Investment Banking
Experience
Metals House Inc April 2015 - Present
Harness Investment Group August 2013 - 2014
III / AVM September 2012 - July 2013
Citi March 2004 - July 2012
Commerzbank AG June 2001 - January 2003
Lehman Brothers November 1999 - May 2001
BMO Capital Markets May 1993 - September 1999
Skills
Fixed Income, Global Macro, Asset Management, Interest Rate..., Bloomberg, Series 7, Hedge Funds, Alternative Investments, Trading, Bonds, Options, FX Options, Structured Products, Equity Derivatives, Securities, Financial Markets, Trading Systems
Education
University of Ottawa 1991 — 1993
Master of Arts (MA), Economics
University of Ottawa 1989 — 1991
Bachelor of Arts (BA), Economics
Metals House Inc April 2015 - Present
Harness Investment Group August 2013 - 2014
III / AVM September 2012 - July 2013
Citi March 2004 - July 2012
Commerzbank AG June 2001 - January 2003
Lehman Brothers November 1999 - May 2001
BMO Capital Markets May 1993 - September 1999
Skills
Fixed Income, Global Macro, Asset Management, Interest Rate..., Bloomberg, Series 7, Hedge Funds, Alternative Investments, Trading, Bonds, Options, FX Options, Structured Products, Equity Derivatives, Securities, Financial Markets, Trading Systems
Education
University of Ottawa 1991 — 1993
Master of Arts (MA), Economics
University of Ottawa 1989 — 1991
Bachelor of Arts (BA), Economics
Ken Tuchman Ken Tuchman's BMO Capital Markets Experience 2010 - Present
Job Vice Chairman at BMO Capital Markets
Industry Investment Banking
Experience
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Tyler Scheppmann Tyler Scheppmann's BMO Capital Markets Experience 2009 - 2010
Job Assistant Vice President Finance & Fund Management at Global Logistic Properties (GLP)
Industry Real Estate
Experience
Global Logistic Properties (GLP) 2015 - Present
IndCor Properties (Now Global Logistic Properties) 2013 - 2015
General Growth Properties 2010 - 2013
BMO Capital Markets 2009 - 2010
Lincoln International 2007 - 2009
General Growth Properties June 2006 - August 2006
Skills
Valuation, Financial Modeling, DCF, Capital Markets, Argus, Investments, Investment Banking, Finance, Asset Management, Financial Analysis, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Private Equity, Mergers & Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Global Logistic Properties (GLP) 2015 - Present
IndCor Properties (Now Global Logistic Properties) 2013 - 2015
General Growth Properties 2010 - 2013
BMO Capital Markets 2009 - 2010
Lincoln International 2007 - 2009
General Growth Properties June 2006 - August 2006
Skills
Valuation, Financial Modeling, DCF, Capital Markets, Argus, Investments, Investment Banking, Finance, Asset Management, Financial Analysis, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Private Equity, Mergers & Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance
Andrew Mika Andrew Mika's BMO Capital Markets Experience June 2011 - August 2011
Job Real Estate Debt Originations at Greystone & Co.
Industry Investment Banking
Experience
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Greystone & Co. April 2012 - Present
UniverCITY February 2014 - Present
Greystone Funding Corporation Inc. April 2012 - December 2013
Morgan Stanley October 2011 - April 2012
BMO Capital Markets June 2011 - August 2011
Annaly Capital Management December 2010 - January 2011
Bessemer Trust June 2010 - August 2010
Skills
Hedge Funds, Financial Modeling, Investments, Capital Markets, Asset Managment, Microsoft Office
Education
University of Rhode Island 2007 — 2011
BA, Political Science, English, Economics, Journalism
Michael Buchbinder Michael Buchbinder's BMO Capital Markets Experience July 2014 - Present
Job Vice President Media Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Waller Capital Partners November 2012 - March 2014
Deutsche Bank July 2010 - June 2012
Deutsche Bank July 2008 - July 2010
Skills
LBO, Leveraged Finance, Valuation, Hedge Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Financial Structuring, M&A experience, Investments, Fixed Income, Alternative Investments, Restructuring, Equity Research, Digital Media, Social Media, Entertainment
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2004 — 2008
JD, Law
Yeshiva 1999 — 2003
Bachelor's degree, Economics
BMO Capital Markets July 2014 - Present
Waller Capital Partners November 2012 - March 2014
Deutsche Bank July 2010 - June 2012
Deutsche Bank July 2008 - July 2010
Skills
LBO, Leveraged Finance, Valuation, Hedge Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Financial Structuring, M&A experience, Investments, Fixed Income, Alternative Investments, Restructuring, Equity Research, Digital Media, Social Media, Entertainment
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2004 — 2008
JD, Law
Yeshiva 1999 — 2003
Bachelor's degree, Economics
Ed McGuire Ed McGuire's BMO Capital Markets Experience 1996 - July 2015
Job EVP Strategic Planning at Watco Companies
Industry Transportation/Trucking/Railroad
Experience
Watco Companies LLC July 2015 - Present
BMO Capital Markets 1996 - July 2015
BNP Paribas 1991 - 1996
Continental Illinois 1985 - 1988
Skills
Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Portfolio Management
Education
University of Iowa 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Watco Companies LLC July 2015 - Present
BMO Capital Markets 1996 - July 2015
BNP Paribas 1991 - 1996
Continental Illinois 1985 - 1988
Skills
Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Due Diligence, Portfolio Management
Education
University of Iowa 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Chris Consalus Chris Consalus's BMO Capital Markets Experience October 2007 - September 2009
Job Division Vice President, Corporate Development at Kindred Healthcare
Industry Hospital & Health Care
Experience
Kindred Healthcare June 2011 - Present
RehabCare April 2010 - June 2011
BMO Capital Markets October 2007 - September 2009
A.G. Edwards Capital Markets June 2007 - October 2007
JPMorgan Chase July 2006 - June 2007
Skills
Mergers & Acquisitions, Corporate Development, Investment Banking, Portfolio Management, Due Diligence, Finance, Financial Analysis
Education
University of Michigan 2002 — 2006
BBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Kindred Healthcare June 2011 - Present
RehabCare April 2010 - June 2011
BMO Capital Markets October 2007 - September 2009
A.G. Edwards Capital Markets June 2007 - October 2007
JPMorgan Chase July 2006 - June 2007
Skills
Mergers & Acquisitions, Corporate Development, Investment Banking, Portfolio Management, Due Diligence, Finance, Financial Analysis
Education
University of Michigan 2002 — 2006
BBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Tim Meyer's BMO Capital Markets Experience June 2001 - June 2008
Job Managing Director at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital April 2013 - Present
Duff & Phelps, Investment Banking June 2011 - March 2013
CRT Capital Group June 2008 - June 2011
BMO Capital Markets June 2001 - June 2008
ING Barings 1997 - 2001
SPP Capital Partners 1989 - 1997
Skills
Private Equity, Leveraged Finance, Capital Raising, Capital Markets, Recapitalizations, Venture Financing, M&A experience, Business Strategy, Business Development, Healthcare Banking, Private Placements, Emerging Markets, High Yield, Investment Banking, Venture Capital, Equities, Mergers & Acquisitions, Hedge Funds, Capital Structure, Mezzanine, Restructuring, Capital, Structured Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1988
BBA, Finance / Marketing
Marathon Capital April 2013 - Present
Duff & Phelps, Investment Banking June 2011 - March 2013
CRT Capital Group June 2008 - June 2011
BMO Capital Markets June 2001 - June 2008
ING Barings 1997 - 2001
SPP Capital Partners 1989 - 1997
Skills
Private Equity, Leveraged Finance, Capital Raising, Capital Markets, Recapitalizations, Venture Financing, M&A experience, Business Strategy, Business Development, Healthcare Banking, Private Placements, Emerging Markets, High Yield, Investment Banking, Venture Capital, Equities, Mergers & Acquisitions, Hedge Funds, Capital Structure, Mezzanine, Restructuring, Capital, Structured Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1988
BBA, Finance / Marketing
Rahul Mann Rahul Mann's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
Citi June 2014 - August 2014
Harris Corporation December 2012 - September 2013
Harris Corporation June 2009 - December 2012
Tyco Electronics January 2006 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2006 — 2008
MEM
Virginia Polytechnic Institute and State University 2000 — 2005
BS in Electrical Engg.
BMO Capital Markets July 2015 - Present
Citi June 2014 - August 2014
Harris Corporation December 2012 - September 2013
Harris Corporation June 2009 - December 2012
Tyco Electronics January 2006 - May 2009
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2006 — 2008
MEM
Virginia Polytechnic Institute and State University 2000 — 2005
BS in Electrical Engg.
Andrei Amaritei's BMO Capital Markets Experience June 2004 - September 2008
Job Banking and Investments Professional, CFA
Industry Banking
Experience
National Securities March 2011 - Present
New venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
Merrill Lynch May 2003 - August 2003
Skills
Investments, Corporate Finance, Investment Banking, Portfolio Management, Equities, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, concetration in Finance, Finance
National Securities March 2011 - Present
New venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
Merrill Lynch May 2003 - August 2003
Skills
Investments, Corporate Finance, Investment Banking, Portfolio Management, Equities, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, concetration in Finance, Finance
Hari Kosaraju's BMO Capital Markets Experience July 2007 - September 2008
Job Director, Treasury at Discover Financial Services
Industry Investment Banking
Experience
Discover Financial Services May 2015 - Present
Discover Financial Services June 2013 - May 2015
Discover Financial Services January 2011 - May 2013
Discover Financial Services January 2010 - December 2010
Discover Financial Services September 2008 - December 2009
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Equity Valuation, Corporate Development, Finance, Valuation, Investment Banking, Corporate Finance, Private Equity, Bloomberg, Fixed Income, Portfolio Management, Due Diligence, Business Strategy, Treasury, Structured Finance
Education
University of Michigan 2004 — 2007
MBA
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Corporate Strategy
Discover Financial Services May 2015 - Present
Discover Financial Services June 2013 - May 2015
Discover Financial Services January 2011 - May 2013
Discover Financial Services January 2010 - December 2010
Discover Financial Services September 2008 - December 2009
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Equity Valuation, Corporate Development, Finance, Valuation, Investment Banking, Corporate Finance, Private Equity, Bloomberg, Fixed Income, Portfolio Management, Due Diligence, Business Strategy, Treasury, Structured Finance
Education
University of Michigan 2004 — 2007
MBA
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Master of Business Administration (MBA), Finance and Corporate Strategy
Elliot Ptasnik's BMO Capital Markets Experience April 2006 - 2007
Job Director, Imagine Swimming Inc.
Industry Individual & Family Services
Experience
Manhattan Makos Swim Team March 2009 - Present
Imagine Swimming, Inc. April 2007 - Present
BMO Capital Markets April 2006 - 2007
FDIC May 2004 - August 2005
Skills
Leadership, Event Planning, Coaching, Sports, Teaching, Strategic Partnerships, Strategic Planning, Management, Swimming, Athletics, Nonprofits, Public Speaking, Social Media, Research, Microsoft Office, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
University of Iowa 2001 — 2005
BS, Finance & Entrepreneurship
Manhattan Makos Swim Team March 2009 - Present
Imagine Swimming, Inc. April 2007 - Present
BMO Capital Markets April 2006 - 2007
FDIC May 2004 - August 2005
Skills
Leadership, Event Planning, Coaching, Sports, Teaching, Strategic Partnerships, Strategic Planning, Management, Swimming, Athletics, Nonprofits, Public Speaking, Social Media, Research, Microsoft Office, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Mergers & Acquisitions
Education
University of Iowa 2001 — 2005
BS, Finance & Entrepreneurship
Javier Davila's BMO Capital Markets Experience July 2006 - July 2009
Job Senior Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2015 - Present
Boyne Capital Partners August 2011 - 2014
CVS Caremark Corporation August 2009 - August 2011
BMO Capital Markets July 2006 - July 2009
Citigroup 2003 - 2005
Merrill Lynch 2001 - 2004
Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Finance and Management
SunTrust Robinson Humphrey January 2015 - Present
Boyne Capital Partners August 2011 - 2014
CVS Caremark Corporation August 2009 - August 2011
BMO Capital Markets July 2006 - July 2009
Citigroup 2003 - 2005
Merrill Lynch 2001 - 2004
Skills
Private Equity, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science in Economics, Finance and Management
Dan Hertz's BMO Capital Markets Experience July 2006 - January 2010
Job Investments at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Life and Annuity Company January 2015 - Present
RBC Capital Markets May 2011 - January 2015
Goldman Sachs January 2010 - May 2011
BMO Capital Markets July 2006 - January 2010
Skills
Trading, Capital Markets, Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Equities, Bloomberg, Due Diligence, Corporate Finance, Fixed Income, Equity Research, High Yield, Leveraged Finance, Hedge Funds, Equity Valuation, Credit, Series 7, Credit Analysis, Financial Analysis, Series 63, hedge, Loans, High Yield Bonds, Relative Value, Relative Value Trading
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Guggenheim Life and Annuity Company January 2015 - Present
RBC Capital Markets May 2011 - January 2015
Goldman Sachs January 2010 - May 2011
BMO Capital Markets July 2006 - January 2010
Skills
Trading, Capital Markets, Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Equities, Bloomberg, Due Diligence, Corporate Finance, Fixed Income, Equity Research, High Yield, Leveraged Finance, Hedge Funds, Equity Valuation, Credit, Series 7, Credit Analysis, Financial Analysis, Series 63, hedge, Loans, High Yield Bonds, Relative Value, Relative Value Trading
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
James Owen's BMO Capital Markets Experience July 1989 - May 2005
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2005 - Present
BMO Capital Markets July 1989 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Advisory, Equities, Valuation, Business Valuation, Private Equity, Due Diligence, Financial Modeling, Leveraged Finance, Capital Markets, Venture Capital
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
B.S., Finance
Houlihan Lokey May 2005 - Present
BMO Capital Markets July 1989 - May 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Advisory, Equities, Valuation, Business Valuation, Private Equity, Due Diligence, Financial Modeling, Leveraged Finance, Capital Markets, Venture Capital
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
B.S., Finance
Aaron Anliker's BMO Capital Markets Experience August 2002 - February 2006
Job CFO at Watershed Foods
Industry Food Production
Experience
Watershed Foods LLC September 2012 - Present
BMO Mezzanine Fund March 2006 - August 2012
BMO Capital Markets August 2002 - February 2006
Skills
Capital Markets, Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, Leveraged Finance, LBO, Portfolio Management, Mergers & Acquisitions, Corporate Development, Financial Analysis, Due Diligence, Restructuring
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Watershed Foods LLC September 2012 - Present
BMO Mezzanine Fund March 2006 - August 2012
BMO Capital Markets August 2002 - February 2006
Skills
Capital Markets, Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, Leveraged Finance, LBO, Portfolio Management, Mergers & Acquisitions, Corporate Development, Financial Analysis, Due Diligence, Restructuring
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Aaron Bozicevich's BMO Capital Markets Experience 2007 - 2008
Job Product Development Analyst at General Motors
Industry Automotive
Experience
General Motors 2014 - Present
P&M Corporate Finance 2013 - 2013
Duff & Phelps 2010 - 2013
Steel Market Intelligence 2009 - 2009
BMO Capital Markets 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, DCF, Investment Banking, LBO, Bloomberg, Equity Valuation, Equity Research, Corporate Finance, Private Equity, Business Valuation, Capital Markets, Equities, Due Diligence, Leveraged Finance, Hedge Funds, Fixed Income, Derivatives, Strategy, Finance, Mergers & Acquisitions, Corporate Development, Alternative Investments, M&A experience, Emerging Markets, Investments, Capital IQ, Series 7, Bloomberg Terminal
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2003 — 2005
Economics and Political Science
General Motors 2014 - Present
P&M Corporate Finance 2013 - 2013
Duff & Phelps 2010 - 2013
Steel Market Intelligence 2009 - 2009
BMO Capital Markets 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, DCF, Investment Banking, LBO, Bloomberg, Equity Valuation, Equity Research, Corporate Finance, Private Equity, Business Valuation, Capital Markets, Equities, Due Diligence, Leveraged Finance, Hedge Funds, Fixed Income, Derivatives, Strategy, Finance, Mergers & Acquisitions, Corporate Development, Alternative Investments, M&A experience, Emerging Markets, Investments, Capital IQ, Series 7, Bloomberg Terminal
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2003 — 2005
Economics and Political Science
Gunther Langhart's BMO Capital Markets Experience July 2007 - July 2008
Job Senior Financial Analyst at Milestone AV Technologies
Industry Financial Services
Experience
Milestone AV Technologies August 2013 - Present
Patterson Dental September 2011 - August 2013
Genesis10 February 2009 - October 2011
Xcel Energy August 2010 - September 2011
OptumHealth 2010 - 2010
Wells Fargo Home Mortgage August 2009 - December 2009
OptumHealth February 2009 - June 2009
BMO Capital Markets July 2007 - July 2008
Hawkinson Institute of Business Finance, University of Iowa 2004 - 2007
Skills
Forecasting, Financial Modeling, Banking, Financial Analysis, Process Improvement, Data Analysis, Microsoft Excel, Access, Strategic Planning, Analysis, Business Analysis, Corporate Finance, Public Speaking, Team Leadership, Finance, Project Management, Financial Reporting, Budgets, Risk Management, Training, Accounting, Business Strategy, Cross-functional Team..., Valuation, Strategic Financial..., Competitive Analysis, Business Process..., Change Management, Management Consulting, Leadership
Education
University of Iowa 2003 — 2007
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance with Distinction
Milestone AV Technologies August 2013 - Present
Patterson Dental September 2011 - August 2013
Genesis10 February 2009 - October 2011
Xcel Energy August 2010 - September 2011
OptumHealth 2010 - 2010
Wells Fargo Home Mortgage August 2009 - December 2009
OptumHealth February 2009 - June 2009
BMO Capital Markets July 2007 - July 2008
Hawkinson Institute of Business Finance, University of Iowa 2004 - 2007
Skills
Forecasting, Financial Modeling, Banking, Financial Analysis, Process Improvement, Data Analysis, Microsoft Excel, Access, Strategic Planning, Analysis, Business Analysis, Corporate Finance, Public Speaking, Team Leadership, Finance, Project Management, Financial Reporting, Budgets, Risk Management, Training, Accounting, Business Strategy, Cross-functional Team..., Valuation, Strategic Financial..., Competitive Analysis, Business Process..., Change Management, Management Consulting, Leadership
Education
University of Iowa 2003 — 2007
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
B.B.A., Finance with Distinction
Dan Boyd's BMO Capital Markets Experience September 2014 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2014 - Present
Blue Arrow Capital / Millennium November 2013 - September 2014
Empryean Capital Partners July 2011 - February 2013
Goldman Sachs October 2005 - June 2011
Education
University of Pittsburgh
BMO Capital Markets September 2014 - Present
Blue Arrow Capital / Millennium November 2013 - September 2014
Empryean Capital Partners July 2011 - February 2013
Goldman Sachs October 2005 - June 2011
Education
University of Pittsburgh
Collier Bern's BMO Capital Markets Experience August 2010 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2010 - Present
Wharton Business School 2008 - May 2010
Deloitte Consulting 2005 - 2008
Skills
Financial Modeling, Value Investing, Strategic Consulting, Valuation, M&A experience
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
BMO Capital Markets August 2010 - Present
Wharton Business School 2008 - May 2010
Deloitte Consulting 2005 - 2008
Skills
Financial Modeling, Value Investing, Strategic Consulting, Valuation, M&A experience
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA), Finance and Real Estate
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Tom Glover's BMO Capital Markets Experience March 2002 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
Ankur Rathi's BMO Capital Markets Experience July 2008 - August 2010
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School August 2014 - Present
DDJ Capital Management June 2015 - August 2015
Riverside Partners, LLC July 2012 - July 2014
Allstate Investments, LLC August 2010 - July 2012
BMO Capital Markets July 2008 - August 2010
Skills
Financial Modeling, Valuation, Mergers, Due Diligence, Private Equity, Principal Investing, Mergers & Acquisitions, Portfolio Management, Investments, Investment Management, Corporate Finance, LBO, Alternative Investments, M&A experience, Investment Banking, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science
The Wharton School August 2014 - Present
DDJ Capital Management June 2015 - August 2015
Riverside Partners, LLC July 2012 - July 2014
Allstate Investments, LLC August 2010 - July 2012
BMO Capital Markets July 2008 - August 2010
Skills
Financial Modeling, Valuation, Mergers, Due Diligence, Private Equity, Principal Investing, Mergers & Acquisitions, Portfolio Management, Investments, Investment Management, Corporate Finance, LBO, Alternative Investments, M&A experience, Investment Banking, Corporate Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science
Kevin Nowak's BMO Capital Markets Experience 1999 - 2006
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank February 2011 - Present
MFC Capital Funding January 2006 - February 2011
BMO Capital Markets 1999 - 2006
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
Fifth Third Bank February 2011 - Present
MFC Capital Funding January 2006 - February 2011
BMO Capital Markets 1999 - 2006
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
BS, Finance
Fernando Tellez's BMO Capital Markets Experience January 2014 - Present
Job Service Specialist II at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2014 - Present
William Blair & Company January 2013 - December 2013
William Blair & Company January 2005 - December 2012
William Blair & Company April 2001 - December 2004
William Blair & Company March 2000 - April 2001
Romano Brothers & Company August 1997 - March 2000
Skills
Financial Analysis, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, General Ledger, Journal Entries, Fixed Income, Financial Statement..., Microsoft Excel, Bloomberg
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
BMO Capital Markets January 2014 - Present
William Blair & Company January 2013 - December 2013
William Blair & Company January 2005 - December 2012
William Blair & Company April 2001 - December 2004
William Blair & Company March 2000 - April 2001
Romano Brothers & Company August 1997 - March 2000
Skills
Financial Analysis, Cash Management, Accounting, Strategic Financial..., Financial Planning, Financial Reporting, General Ledger, Journal Entries, Fixed Income, Financial Statement..., Microsoft Excel, Bloomberg
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Brian Nathan's BMO Capital Markets Experience November 2014 - Present
Job AML Testing Associate – Capital Markets AML Reporting Office at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets June 2014 - November 2014
BMO Capital Markets October 2010 - June 2014
BMO Harris Bank September 2010 - October 2010
SomerCor 504, Inc. July 2010 - August 2010
American InterContinental University May 2010 - June 2010
Northern Trust October 2009 - March 2010
Bank of America January 2008 - December 2008
University of Illinois Interlibrary Loan December 2003 - December 2007
Centers for Medicare & Medicaid Services May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Analysis, Microsoft Office, Financial Reporting, Finance, Process Improvement, Research, Risk Management, Microsoft Word, Customer Service, Forecasting, Corporate Finance, Banking, Leadership, Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's of Science in Agribusiness, Farm, and Financial Management, Agricultural Finance
BMO Capital Markets November 2014 - Present
BMO Capital Markets June 2014 - November 2014
BMO Capital Markets October 2010 - June 2014
BMO Harris Bank September 2010 - October 2010
SomerCor 504, Inc. July 2010 - August 2010
American InterContinental University May 2010 - June 2010
Northern Trust October 2009 - March 2010
Bank of America January 2008 - December 2008
University of Illinois Interlibrary Loan December 2003 - December 2007
Centers for Medicare & Medicaid Services May 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Analysis, Microsoft Office, Financial Reporting, Finance, Process Improvement, Research, Risk Management, Microsoft Word, Customer Service, Forecasting, Corporate Finance, Banking, Leadership, Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's of Science in Agribusiness, Farm, and Financial Management, Agricultural Finance
Michael Kurtz's BMO Capital Markets Experience April 2000 - June 2010
Job BDC and Internet Sales Manager at Ramsey Chrysler Jeep Dodge
Industry Automotive
Experience
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Kathleen Evers's BMO Capital Markets Experience March 2011 - Present
Job Senior Municipal Credit Analyst
Industry Financial Services
Experience
BMO Capital Markets March 2011 - Present
Dexia Credit Local September 2008 - February 2011
Assured Guaranty 2003 - 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Financial Guaranty Insurance Company 1993 - 2000
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Regional Planning, Transportation emphasis
University of Minnesota-Twin Cities
Bachelor of Science, Geography
BMO Capital Markets March 2011 - Present
Dexia Credit Local September 2008 - February 2011
Assured Guaranty 2003 - 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Financial Guaranty Insurance Company 1993 - 2000
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Regional Planning, Transportation emphasis
University of Minnesota-Twin Cities
Bachelor of Science, Geography
Alan Tannenbaum's BMO Capital Markets Experience March 2010 - Present
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2010 - Present
Odyne Corporation September 2007 - January 2009
Lehman Brothers 1998 - 2006
Paragon Asset Management 1997 - 1998
Lehman Brothers 1993 - 1997
James Capel Inc. 1991 - 1993
Skills
Capital Markets
Education
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), English
BMO Capital Markets March 2010 - Present
Odyne Corporation September 2007 - January 2009
Lehman Brothers 1998 - 2006
Paragon Asset Management 1997 - 1998
Lehman Brothers 1993 - 1997
James Capel Inc. 1991 - 1993
Skills
Capital Markets
Education
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), English
Q. James Tompkins's BMO Capital Markets Experience July 2011 - August 2011
Job Associate, Public Finance
Industry Banking
Experience
N/A August 2011 - Present
BMO Capital Markets July 2011 - August 2011
BMO Capital Markets July 2008 - June 2011
BMO Capital Markets 2008 - 2008
BMO Capital Markets 2008 - 2008
Securian Financial Group June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
BBA Finance, Finance
N/A August 2011 - Present
BMO Capital Markets July 2011 - August 2011
BMO Capital Markets July 2008 - June 2011
BMO Capital Markets 2008 - 2008
BMO Capital Markets 2008 - 2008
Securian Financial Group June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
BBA Finance, Finance
Michelle Rehm Walker's BMO Capital Markets Experience June 2007 - August 2007
Job Finance Manager at The RealReal
Industry Financial Services
Experience
The RealReal April 2015 - Present
Gap Inc./Banana Republic September 2013 - April 2015
Deloitte March 2010 - September 2013
Compass Advisers July 2008 - February 2010
BMO Capital Markets June 2007 - August 2007
Warner Bros. Entertainment Group of Companies May 2006 - July 2006
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Corporate Strategy..., Business Strategy
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
UC Berkeley Haas School of Business Women's Executive Leadership Program
Certificate
Westlake High School 2000 — 2004
The RealReal April 2015 - Present
Gap Inc./Banana Republic September 2013 - April 2015
Deloitte March 2010 - September 2013
Compass Advisers July 2008 - February 2010
BMO Capital Markets June 2007 - August 2007
Warner Bros. Entertainment Group of Companies May 2006 - July 2006
Skills
Financial Modeling, Investment Banking, Valuation, M&A experience, Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Corporate Strategy..., Business Strategy
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
UC Berkeley Haas School of Business Women's Executive Leadership Program
Certificate
Westlake High School 2000 — 2004
Sanjeev Sunder's BMO Capital Markets Experience November 2000 - December 2008
Job TIAACREF
Industry Financial Services
Experience
Esposito Securities, LLC October 2013 - May 2014
Cormark Securities December 2009 - April 2012
BMO Capital Markets November 2000 - December 2008
Southern Bank of Africa 1997 - 1998
Skills
Equities, Equity Trading, Electronic Trading, Trading Systems, Bloomberg, Series 7, series 55, Series 63, series 37
Education
University of KwaZulu-Natal 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Statistics
Esposito Securities, LLC October 2013 - May 2014
Cormark Securities December 2009 - April 2012
BMO Capital Markets November 2000 - December 2008
Southern Bank of Africa 1997 - 1998
Skills
Equities, Equity Trading, Electronic Trading, Trading Systems, Bloomberg, Series 7, series 55, Series 63, series 37
Education
University of KwaZulu-Natal 1989 — 1992
Bachelor of Science (B.Sc.), Mathematics and Statistics
Maneesh Nisargand's BMO Capital Markets Experience January 2015 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2011 - January 2015
Rosetta December 2007 - May 2009
Rosetta September 2005 - December 2007
Rosetta August 2004 - September 2005
Skills
Strategy, Financial Modeling, Analytics, Competitive Analysis, Management Consulting
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting & Management
University of Pennsylvania - The Wharton School 2000 — 2004
BMO Capital Markets January 2015 - Present
BMO Capital Markets July 2011 - January 2015
Rosetta December 2007 - May 2009
Rosetta September 2005 - December 2007
Rosetta August 2004 - September 2005
Skills
Strategy, Financial Modeling, Analytics, Competitive Analysis, Management Consulting
Education
Wharton School, University of Pennsylvania 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Accounting & Management
University of Pennsylvania - The Wharton School 2000 — 2004
Michael Dzamba's BMO Capital Markets Experience April 2010 - Present
Job Vice President, Mergers & Acquisitions (M&A) at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2010 - Present
FTI Consulting February 2009 - March 2010
UBS Investment Bank July 2007 - December 2008
Deutsche Bank June 2006 - August 2006
The Buckingham Research Group March 2003 - June 2005
Investec February 2002 - February 2003
Skills
Investment Banking, Corporate Finance, Valuation, Business Analysis, Acquisition Assessment, Mergers, Due Diligence, Market Research, Cross-functional Team..., Strategic Planning, Restructuring, Equity Research, Financial Modeling, Mergers & Acquisitions, Divestitures, Finance, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphases on Accounting, Finance and Real Estate Development
Wake Forest University 1997 — 2001
BS, Business
BMO Capital Markets April 2010 - Present
FTI Consulting February 2009 - March 2010
UBS Investment Bank July 2007 - December 2008
Deutsche Bank June 2006 - August 2006
The Buckingham Research Group March 2003 - June 2005
Investec February 2002 - February 2003
Skills
Investment Banking, Corporate Finance, Valuation, Business Analysis, Acquisition Assessment, Mergers, Due Diligence, Market Research, Cross-functional Team..., Strategic Planning, Restructuring, Equity Research, Financial Modeling, Mergers & Acquisitions, Divestitures, Finance, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Emphases on Accounting, Finance and Real Estate Development
Wake Forest University 1997 — 2001
BS, Business
Jason Gailes's BMO Capital Markets Experience March 2012 - February 2015
Job Institutional Equity Sales
Industry Financial Services
Experience
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
BMO Capital Markets March 2012 - February 2015
UBS Investment Bank January 2010 - January 2012
Lehman Brothers March 1997 - March 2008
Skills
Equities, Capital Markets, Valuation, Equity Research, Investments
Education
University of Rhode Island 1988 — 1992
BS, Science
Phil Capen's BMO Capital Markets Experience June 2013 - Present
Job Vice President Equity Capital Markets at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2013 - Present
Piper Jaffray August 2011 - February 2013
Piper Jaffray January 2009 - August 2011
The Clifton Group July 2002 - July 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
University of Minnesota-Twin Cities 1998 — 2002
B.S., Economics
BMO Capital Markets June 2013 - Present
Piper Jaffray August 2011 - February 2013
Piper Jaffray January 2009 - August 2011
The Clifton Group July 2002 - July 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
University of Minnesota-Twin Cities 1998 — 2002
B.S., Economics
Nikhil Narasimhadevara, MBA's BMO Capital Markets Experience December 2008 - August 2009
Job Financial Analyst at CIBC, Technology & Operations Finance
Industry Financial Services
Experience
Financial Analysis, Planning, Forecasting March 2014 - Present
CIBC June 2012 - August 2012
Bank of Montreal August 2009 - April 2011
BMO Capital Markets December 2008 - August 2009
State Street July 2007 - August 2008
State Street May 2006 - July 2007
Fidelity Investments 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Banking, Account Reconciliation, Mutual Funds, Equities, Investments, Fixed Income, Team Leadership, Budgeting, Forecasting, Financial Planning, Maintaining Strong..., CRM, Bloomberg, Internal Communications
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Marketing Strategy Accounting
University of Massachusetts at Lowell 2002 — 2005
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.5/4.0
Financial Analysis, Planning, Forecasting March 2014 - Present
CIBC June 2012 - August 2012
Bank of Montreal August 2009 - April 2011
BMO Capital Markets December 2008 - August 2009
State Street July 2007 - August 2008
State Street May 2006 - July 2007
Fidelity Investments 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Banking, Account Reconciliation, Mutual Funds, Equities, Investments, Fixed Income, Team Leadership, Budgeting, Forecasting, Financial Planning, Maintaining Strong..., CRM, Bloomberg, Internal Communications
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Marketing Strategy Accounting
University of Massachusetts at Lowell 2002 — 2005
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.5/4.0
Hannah Chon's BMO Capital Markets Experience October 2013 - January 2015
Job at ING
Industry Financial Services
Experience
ING January 2015 - Present
BMO Capital Markets October 2013 - January 2015
Commerzbank AG December 2009 - September 2013
Dresdner Kleinwort February 2007 - December 2009
Schroder Investment Management N.A. Inc. April 2000 - January 2007
Skills
Succession Planning, Talent Acquisition, Talent Management, Employee Relations, Performance Management, Recruiting, Human Resources, Change Management, Employee Benefits, Executive Search, Deferred Compensation, Risk Management, Equities, Internal Communications, Executive Coaching, Coaching
Education
iPEC
CPC & ELI-MP, Certified Professional Coach
University of Maryland College Park 1995 — 1999
BA, Psychology
ING January 2015 - Present
BMO Capital Markets October 2013 - January 2015
Commerzbank AG December 2009 - September 2013
Dresdner Kleinwort February 2007 - December 2009
Schroder Investment Management N.A. Inc. April 2000 - January 2007
Skills
Succession Planning, Talent Acquisition, Talent Management, Employee Relations, Performance Management, Recruiting, Human Resources, Change Management, Employee Benefits, Executive Search, Deferred Compensation, Risk Management, Equities, Internal Communications, Executive Coaching, Coaching
Education
iPEC
CPC & ELI-MP, Certified Professional Coach
University of Maryland College Park 1995 — 1999
BA, Psychology
Greg Rost's BMO Capital Markets Experience July 2009 - July 2011
Job Investment Management Associate at Hines
Industry Real Estate
Experience
Hines July 2011 - Present
BMO Capital Markets July 2009 - July 2011
Deloitte & Touche May 2008 - July 2008
General Motors May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Hines July 2011 - Present
BMO Capital Markets July 2009 - July 2011
Deloitte & Touche May 2008 - July 2008
General Motors May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
Lou G's BMO Capital Markets Experience Director of Sales/Purchasing ManagerJay-Gee Wood ProductsJuly 1985 - May 1995
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets Director of Sales/Purchasing ManagerJay-Gee Wood ProductsJuly 1985 - May 1995
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BA, Advertising
BMO Capital Markets Director of Sales/Purchasing ManagerJay-Gee Wood ProductsJuly 1985 - May 1995
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BA, Advertising
Bridget Barclay-Peters's BMO Capital Markets Experience December 2006 - November 2013
Job
Industry Financial Services
Experience
BMO Harris Bank November 2013 - Present
BMO Capital Markets December 2006 - November 2013
Skills
Research, Microsoft Excel, SQL, PowerPoint, Access, Analysis, Microsoft Office, Financial Analysis, Teamwork, Time Management, CRM, Data Analysis, Customer Service, Business Analysis, Salesforce.com, Capital Markets, Databases, User Acceptance Testing, Data Migration, System Administration, Siebel, Software Documentation, Analytics
Education
University of Nebraska-Lincoln
BA
BMO Harris Bank November 2013 - Present
BMO Capital Markets December 2006 - November 2013
Skills
Research, Microsoft Excel, SQL, PowerPoint, Access, Analysis, Microsoft Office, Financial Analysis, Teamwork, Time Management, CRM, Data Analysis, Customer Service, Business Analysis, Salesforce.com, Capital Markets, Databases, User Acceptance Testing, Data Migration, System Administration, Siebel, Software Documentation, Analytics
Education
University of Nebraska-Lincoln
BA
Jennifer Slabas Guidi's BMO Capital Markets Experience November 2007 - August 2010
Job Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank November 2014 - Present
BMO Harris Bank NA August 2010 - Present
BMO Capital Markets November 2007 - August 2010
BMO Capital Markets November 2004 - November 2007
BMO Capital Markets (f/k/a Harris Nesbitt) July 2003 - November 2004
BMO Capital Markets (f/k/a BMO Nesbitt Burns) April 2003 - July 2004
BMO Capital Markets (f/k/a BMO Nesbitt Burns) June 2000 - April 2002
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Finance
BMO Harris Bank November 2014 - Present
BMO Harris Bank NA August 2010 - Present
BMO Capital Markets November 2007 - August 2010
BMO Capital Markets November 2004 - November 2007
BMO Capital Markets (f/k/a Harris Nesbitt) July 2003 - November 2004
BMO Capital Markets (f/k/a BMO Nesbitt Burns) April 2003 - July 2004
BMO Capital Markets (f/k/a BMO Nesbitt Burns) June 2000 - April 2002
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Finance
Andrew Carolus's BMO Capital Markets Experience November 2006 - 2010
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Mesirow Financial August 2010 - Present
BMO Capital Markets November 2006 - 2010
Credit Suisse July 2004 - 2006
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, LBO, Valuation, Corporate Finance, Corporate Development, M&A experience, Mergers, Leveraged Finance, Equities, Due Diligence, Venture Capital, Private Placements, Financial Analysis, Investments, Financial Structuring, Asset Managment, Business Valuation
Education
University of Michigan Business School
Master of Business Administration (M.B.A.), Finance
University of Michigan
Bachelor of Science (B.S.), Aerospace Engineering
Sue Jean Shin's BMO Capital Markets Experience 1999 - 2008
Job Underwriter Executive Liability
Industry Capital Markets
Experience
Chartis Insurance Company of Canada 2009 - Present
BMO Capital Markets 1999 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Equities, Financial Modeling, Financial Analysis
Education
The University of Reading 1997 — 1998
MSC Finance, Finance
University Of Western Ontario
BA, Economics with area of concentration in French
Chartis Insurance Company of Canada 2009 - Present
BMO Capital Markets 1999 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Equities, Financial Modeling, Financial Analysis
Education
The University of Reading 1997 — 1998
MSC Finance, Finance
University Of Western Ontario
BA, Economics with area of concentration in French
Nina Peykova's BMO Capital Markets Experience July 2009 - April 2010
Job Sr. Financial Analyst at Discover
Industry Financial Services
Experience
Discover Financial Services February 2013 - Present
TOPS Products December 2010 - February 2013
BMO Capital Markets July 2009 - April 2010
BMO Capital Markets July 2006 - June 2009
Skills
Mergers & Acquisitions, Accounting, Capital IQ, Financial Modeling, Marketing, Finance, Private Equity, Due Diligence, Capital Markets, Financial Analysis, Mergers, Investment Banking, Corporate Finance, Valuation, Pricing Strategy, Bloomberg, Business Valuation, Competitive Analysis, Corporate Development, Equities, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Finance, Accounting
Discover Financial Services February 2013 - Present
TOPS Products December 2010 - February 2013
BMO Capital Markets July 2009 - April 2010
BMO Capital Markets July 2006 - June 2009
Skills
Mergers & Acquisitions, Accounting, Capital IQ, Financial Modeling, Marketing, Finance, Private Equity, Due Diligence, Capital Markets, Financial Analysis, Mergers, Investment Banking, Corporate Finance, Valuation, Pricing Strategy, Bloomberg, Business Valuation, Competitive Analysis, Corporate Development, Equities, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Finance, Accounting
Bob Block's BMO Capital Markets Experience 1999 - March 2012
Job President and CEO at Block Currency Advisory Inc.
Industry Financial Services
Experience
Block Currency Advisory Inc. March 2012 - Present
BMO Capital Markets 1999 - March 2012
Credit Lyonnais 1996 - 1999
TD Securities 1987 - 1996
Wood Gundy Inc 1983 - 1985
Skills
Capital Markets, Investments, Fixed Income, Corporate Finance, Equities, Foreign Exchange, Financial Modeling, Investment Banking, FX Options, Financial Risk..., FX Hedging, Portfolio Management, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Securities, Commodity, Banking, Cash Management, Investment Management, Structured Products, Bonds, Treasury, Emerging Markets, Credit Risk, Credit, Financial Analysis, Financial Risk, Asset Management, Money Market, Finance, Financial Structuring, Trade Finance, Wealth Management
Education
Ludwig von Mises Institute 2008 — 2013
Austrian Economics
University of Toronto 1985 — 1986
MBA, International Financial Management
University of Regina 1978 — 1982
BBA, International Economics
Block Currency Advisory Inc. March 2012 - Present
BMO Capital Markets 1999 - March 2012
Credit Lyonnais 1996 - 1999
TD Securities 1987 - 1996
Wood Gundy Inc 1983 - 1985
Skills
Capital Markets, Investments, Fixed Income, Corporate Finance, Equities, Foreign Exchange, Financial Modeling, Investment Banking, FX Options, Financial Risk..., FX Hedging, Portfolio Management, Credit Analysis, Hedge Funds, Mergers & Acquisitions, Securities, Commodity, Banking, Cash Management, Investment Management, Structured Products, Bonds, Treasury, Emerging Markets, Credit Risk, Credit, Financial Analysis, Financial Risk, Asset Management, Money Market, Finance, Financial Structuring, Trade Finance, Wealth Management
Education
Ludwig von Mises Institute 2008 — 2013
Austrian Economics
University of Toronto 1985 — 1986
MBA, International Financial Management
University of Regina 1978 — 1982
BBA, International Economics
Anuj Aggarwal's BMO Capital Markets Experience July 2011 - July 2013
Job Associate at Maranon Capital
Industry Financial Services
Experience
Maranon Capital August 2013 - Present
BMO Capital Markets July 2011 - July 2013
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science, Finance
Maranon Capital August 2013 - Present
BMO Capital Markets July 2011 - July 2013
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science, Finance
Chuck Whitesell's BMO Capital Markets Experience May 2011 - Present
Job Vice President, Research Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2011 - Present
Barclays Capital/Lehman Brothers June 2002 - April 2011
Piper Jaffray March 2004 - February 2005
UBS WARBURG/PAINEWEBBER December 1999 - June 2002
University of Iowa Hospitals and Clinics July 1993 - December 1999
Education
The University of Chicago 1997 — 1999
MBA, Concentrations in Accounting and Finance
University of Iowa 1986 — 1988
MHA, Hospital and Health Administration
University of Iowa 1982 — 1986
B.S., Sociology
BMO Capital Markets May 2011 - Present
Barclays Capital/Lehman Brothers June 2002 - April 2011
Piper Jaffray March 2004 - February 2005
UBS WARBURG/PAINEWEBBER December 1999 - June 2002
University of Iowa Hospitals and Clinics July 1993 - December 1999
Education
The University of Chicago 1997 — 1999
MBA, Concentrations in Accounting and Finance
University of Iowa 1986 — 1988
MHA, Hospital and Health Administration
University of Iowa 1982 — 1986
B.S., Sociology
Marcus Cambray's BMO Capital Markets Experience July 2009 - December 2009
Job Senior Manager at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets May 2010 - Present
Capco January 2010 - May 2010
BMO Capital Markets July 2009 - December 2009
JPMorgan September 2007 - May 2009
City Practitioners November 2005 - August 2007
New Zealand Government May 2001 - December 2004
Skills
FX Options, Equities, Business Analysis, Integration, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Financial Markets, Project Management, Investment Banking, Financial Services, Capital Markets, Trading, Banking, Market Risk, Sybase, Swaps, Equity Derivatives
Education
University of Otago 1995 — 2000
B.Sc(Hons 1), Mathematics, Finance
Sapient Global Markets May 2010 - Present
Capco January 2010 - May 2010
BMO Capital Markets July 2009 - December 2009
JPMorgan September 2007 - May 2009
City Practitioners November 2005 - August 2007
New Zealand Government May 2001 - December 2004
Skills
FX Options, Equities, Business Analysis, Integration, Trading Systems, Derivatives, Interest Rate..., Fixed Income, Financial Markets, Project Management, Investment Banking, Financial Services, Capital Markets, Trading, Banking, Market Risk, Sybase, Swaps, Equity Derivatives
Education
University of Otago 1995 — 2000
B.Sc(Hons 1), Mathematics, Finance
Paul Rubrich's BMO Capital Markets Experience 1997 - 2006
Job Senior Vice President at Capital One
Industry Banking
Experience
Capital One March 2007 - Present
BMO Capital Markets 1997 - 2006
Skills
Credit, Credit Analysis, Credit Risk, Commercial Lending, Loans, Banking
Education
University of Illinois at Urbana-Champaign 1986 — 1991
B.A., Economics
Capital One March 2007 - Present
BMO Capital Markets 1997 - 2006
Skills
Credit, Credit Analysis, Credit Risk, Commercial Lending, Loans, Banking
Education
University of Illinois at Urbana-Champaign 1986 — 1991
B.A., Economics
Linda Mills's BMO Capital Markets Experience 2005 - July 2009
Job Senior Application Software Developer II
Industry Information Technology and Services
Experience
Bank of Montreal July 2011 - Present
bank of montreal 2011 - 2013
CGI 2011 - 2013
munich Re April 2010 - July 2011
BMO Capital Markets 2005 - July 2009
Skills
Business Objects, SDLC, Business Analysis, Requirements Analysis, SQL, DB2, Data Warehousing, Software Development, Microsoft SQL Server, Software Project..., VB.NET, C#, Java, JavaScript, Business Intelligence, Systems Analysis, Capital Markets, CMMI, Visio, Banking
Education
University of New Brunswick 1980 — 1984
BSC, Computer Science
Bank of Montreal July 2011 - Present
bank of montreal 2011 - 2013
CGI 2011 - 2013
munich Re April 2010 - July 2011
BMO Capital Markets 2005 - July 2009
Skills
Business Objects, SDLC, Business Analysis, Requirements Analysis, SQL, DB2, Data Warehousing, Software Development, Microsoft SQL Server, Software Project..., VB.NET, C#, Java, JavaScript, Business Intelligence, Systems Analysis, Capital Markets, CMMI, Visio, Banking
Education
University of New Brunswick 1980 — 1984
BSC, Computer Science
Rick Byers's BMO Capital Markets Experience 1991 - 2007
Job Executive Vice President at Borealis Infrastructure
Industry Venture Capital & Private Equity
Experience
Borealis Infrastructure 2008 - Present
BMO Capital Markets 1991 - 2007
Office of the Minister of Finance 1987 - 1991
Thorne Riddell/KPMG 1983 - 1987
Skills
Investment Banking, Commercial Banking, Infrastructure..., Financial Accounting, Management Accounting, Transportation..., Corporate Development
Education
University of Ottawa 1990 — 1991
Master of Business Administration (M.B.A.)
University of Toronto 1978 — 1982
Bachelor's Degree, Bachelors of Commerce
University of Toronto - University of St. Michael's College 1978 — 1982
Commerce
Borealis Infrastructure 2008 - Present
BMO Capital Markets 1991 - 2007
Office of the Minister of Finance 1987 - 1991
Thorne Riddell/KPMG 1983 - 1987
Skills
Investment Banking, Commercial Banking, Infrastructure..., Financial Accounting, Management Accounting, Transportation..., Corporate Development
Education
University of Ottawa 1990 — 1991
Master of Business Administration (M.B.A.)
University of Toronto 1978 — 1982
Bachelor's Degree, Bachelors of Commerce
University of Toronto - University of St. Michael's College 1978 — 1982
Commerce
Tyler Kyle, CFA's BMO Capital Markets Experience December 2011 - Present
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets December 2011 - Present
BMO Capital Markets July 2010 - December 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Skills
Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Equities, Fixed Income, Alternative Investments, Private Equity, Equity Valuation, Emerging Markets, Financial Markets, Derivatives, Investments, Series 7, Asset Managment, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College
BA
BMO Capital Markets December 2011 - Present
BMO Capital Markets July 2010 - December 2011
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2007 - September 2008
Skills
Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Equities, Fixed Income, Alternative Investments, Private Equity, Equity Valuation, Emerging Markets, Financial Markets, Derivatives, Investments, Series 7, Asset Managment, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Williams College
BA
Krupa Tantuwaya's BMO Capital Markets Experience July 2009 - December 2011
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank December 2013 - Present
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - December 2011
BMO Capital Markets July 2006 - June 2009
Skills
Commercial Lending, Commercial Banking, Asset Management, Credit Analysis, Securities, Banking, Valuation, Finance, Financial Modeling, Capital Markets, Corporate Finance, Risk Management, Credit, Portfolio Management, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accountancy, Finance, Graduated with High Honors
BMO Harris Bank December 2013 - Present
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - December 2011
BMO Capital Markets July 2006 - June 2009
Skills
Commercial Lending, Commercial Banking, Asset Management, Credit Analysis, Securities, Banking, Valuation, Finance, Financial Modeling, Capital Markets, Corporate Finance, Risk Management, Credit, Portfolio Management, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accountancy, Finance, Graduated with High Honors
Thomas Hasenauer's BMO Capital Markets Experience July 2012 - Present
Job Corporate Banking at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2012 - Present
Northern Trust March 2006 - July 2012
Becker Underwood February 2005 - March 2006
Rabobank December 2001 - February 2005
Dresdner Kleinwort Wasserstein 1999 - 2002
Dresdner Bank 1999 - 2001
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO Bank N.V. 1996 - 1999
Skills
Financial Analysis, Credit, Relationship Management, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Loans, Leveraged Finance, Corporate Finance, Banking, Financial Structuring
Education
The University of Chicago 2001 — 2004
MBA, Finance/Accounting
University of Notre Dame 1992 — 1996
BBA, Finance/Investment Banking
BMO Capital Markets July 2012 - Present
Northern Trust March 2006 - July 2012
Becker Underwood February 2005 - March 2006
Rabobank December 2001 - February 2005
Dresdner Kleinwort Wasserstein 1999 - 2002
Dresdner Bank 1999 - 2001
ABN AMRO Bank N.V. 1996 - 1999
ABN AMRO Bank N.V. 1996 - 1999
Skills
Financial Analysis, Credit, Relationship Management, Credit Analysis, Commercial Banking, Portfolio Management, Credit Risk, Loans, Leveraged Finance, Corporate Finance, Banking, Financial Structuring
Education
The University of Chicago 2001 — 2004
MBA, Finance/Accounting
University of Notre Dame 1992 — 1996
BBA, Finance/Investment Banking
Ankesh Amin's BMO Capital Markets Experience June 2012 - August 2012
Job FP&A Analyst at Accretive Health
Industry Financial Services
Experience
Accretive Health November 2014 - Present
Sears Holdings Corporation June 2014 - October 2014
Sears Holdings Corporation June 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
J&S Accounting May 2010 - July 2010
Skills
Capital IQ, Financial Modeling, Corporate Finance, Microsoft Excel, Mergers, Microsoft Office, PowerPoint, Bloomberg, HTML, Mergers & Acquisitions, Matlab, Finance, Valuation, Analysis, Financial Analysis, Forecasting, Private Equity, Data Analysis, Leadership, Accounting, Management
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Finance
Accretive Health November 2014 - Present
Sears Holdings Corporation June 2014 - October 2014
Sears Holdings Corporation June 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
J&S Accounting May 2010 - July 2010
Skills
Capital IQ, Financial Modeling, Corporate Finance, Microsoft Excel, Mergers, Microsoft Office, PowerPoint, Bloomberg, HTML, Mergers & Acquisitions, Matlab, Finance, Valuation, Analysis, Financial Analysis, Forecasting, Private Equity, Data Analysis, Leadership, Accounting, Management
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Science, Finance
Sean Molina's BMO Capital Markets Experience June 2014 - Present
Job Vice President Trade Floor Supervision, BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2014 - Present
Infinium Capital Management September 2013 - March 2014
INTL FCStone Markets, LLC June 2007 - September 2013
Ketch Capital Management, LLC October 2003 - June 2007
Investors Bank & Trust September 2002 - October 2003
ECHL 2000 - 2002
Skills
Trading, Derivatives, Portfolio Management, Options, Financial Analysis, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Business Strategy, Trading Systems, Commodity Markets, Business Planning, Budgets, Project Management, Commodity, Hedge Funds, Risk Management, FX Options, Proprietary Trading, Equities, Investments, Contract Negotiation, Currency, Commodity Risk..., Trading Strategies, Capital Markets, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance and Economics
BMO Capital Markets June 2014 - Present
Infinium Capital Management September 2013 - March 2014
INTL FCStone Markets, LLC June 2007 - September 2013
Ketch Capital Management, LLC October 2003 - June 2007
Investors Bank & Trust September 2002 - October 2003
ECHL 2000 - 2002
Skills
Trading, Derivatives, Portfolio Management, Options, Financial Analysis, Hedging, Alternative Investments, Financial Markets, Electronic Trading, Business Strategy, Trading Systems, Commodity Markets, Business Planning, Budgets, Project Management, Commodity, Hedge Funds, Risk Management, FX Options, Proprietary Trading, Equities, Investments, Contract Negotiation, Currency, Commodity Risk..., Trading Strategies, Capital Markets, Fixed Income
Education
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance and Economics
Pamela Gingold's BMO Capital Markets Experience September 2007 - May 2009
Job Career coach at CareerStart
Industry Individual & Family Services
Experience
CareerStart 2005 - Present
BMO Capital Markets September 2007 - May 2009
Bank One 1986 - 2004
Skills
Career Development..., Investment Banking, Corporate Finance, Succession Planning, Restructuring, Talent Management, Organizational Design, Recruiting
Education
University of Pennsylvania - The Wharton School
MBA, FINANCE
CareerStart 2005 - Present
BMO Capital Markets September 2007 - May 2009
Bank One 1986 - 2004
Skills
Career Development..., Investment Banking, Corporate Finance, Succession Planning, Restructuring, Talent Management, Organizational Design, Recruiting
Education
University of Pennsylvania - The Wharton School
MBA, FINANCE
Cameron Daboll's BMO Capital Markets Experience July 2012 - September 2014
Job Investment Banking at JPMorgan Chase & Co.
Industry
Experience
J.P. Morgan September 2014 - Present
BMO Capital Markets July 2012 - September 2014
comScore Inc July 2010 - August 2010
Skills
Valuation, Microsoft Excel, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Analysis, Access
Education
Indiana University - Kelley School of Business
Finance
University of Oxford
Investment Banking InstituteMay 2010
J.P. Morgan September 2014 - Present
BMO Capital Markets July 2012 - September 2014
comScore Inc July 2010 - August 2010
Skills
Valuation, Microsoft Excel, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Analysis, Access
Education
Indiana University - Kelley School of Business
Finance
University of Oxford
Investment Banking InstituteMay 2010
Patrick Leonard's BMO Capital Markets Experience July 2003 - July 2010
Job Director Institutional Equity Sales at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2010 - Present
BMO Capital Markets July 2003 - July 2010
Education
University of New Hampshire
RBC Capital Markets October 2010 - Present
BMO Capital Markets July 2003 - July 2010
Education
University of New Hampshire
Julian Klymochko's BMO Capital Markets Experience 2007 - 2009
Job Chief Investment Officer at Ross Smith Asset Management Inc.
Industry Investment Management
Experience
Ross Smith Asset Management Inc. September 2015 - Present
Ross Smith Asset Management 2009 - Present
BMO Capital Markets 2007 - 2009
Education
CFA Institute
CFA Designation
University of Manitoba
Ross Smith Asset Management Inc. September 2015 - Present
Ross Smith Asset Management 2009 - Present
BMO Capital Markets 2007 - 2009
Education
CFA Institute
CFA Designation
University of Manitoba
Ben Fagan's BMO Capital Markets Experience January 2014 - Present
Job IT Business Analyst at TD Bank Group
Industry Banking
Experience
BMO Capital Markets January 2014 - Present
TD Securities February 2013 - January 2014
TD Securities April 2011 - January 2013
PlanPlus Inc. January 2009 - March 2011
Skills
Calypso, Trading Systems, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Markets, Trading, Options, Electronic Trading, Investment Banking, SQL, Financial Analysis, VBA, Equities, Risk Management, Finance, Market Risk
Education
University of Michigan 2007 — 2009
MSFE, Financial Engineering
UOIT 2003 — 2007
B.Eng, Manufacturing
BMO Capital Markets January 2014 - Present
TD Securities February 2013 - January 2014
TD Securities April 2011 - January 2013
PlanPlus Inc. January 2009 - March 2011
Skills
Calypso, Trading Systems, Fixed Income, Derivatives, Bloomberg, Capital Markets, Financial Markets, Trading, Options, Electronic Trading, Investment Banking, SQL, Financial Analysis, VBA, Equities, Risk Management, Finance, Market Risk
Education
University of Michigan 2007 — 2009
MSFE, Financial Engineering
UOIT 2003 — 2007
B.Eng, Manufacturing
Chris Feeley's BMO Capital Markets Experience January 2007 - January 2010
Job
Industry Financial Services
Experience
BMO Capital Markets January 2007 - January 2010
WACHOVIA SECURITIES January 2000 - January 2004
CIBC World Markets January 1991 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Series 7, Series 63
Education
University of New Hampshire 1986 — 1990
B.A, Psychology
BMO Capital Markets January 2007 - January 2010
WACHOVIA SECURITIES January 2000 - January 2004
CIBC World Markets January 1991 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Strategic Planning, Series 7, Series 63
Education
University of New Hampshire 1986 — 1990
B.A, Psychology
Dade Dang's BMO Capital Markets Experience July 2014 - December 2014
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
John Mortier's BMO Capital Markets Experience December 1998 - Present
Job SVP at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 1998 - Present
BMO Capital Markets December 1998 - Present
Community First National Bank September 1993 - December 1998
Wells Fargo March 1987 - September 1993
Education
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Science (B.S.), Agricultural Business and Management
BMO Capital Markets December 1998 - Present
BMO Capital Markets December 1998 - Present
Community First National Bank September 1993 - December 1998
Wells Fargo March 1987 - September 1993
Education
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Science (B.S.), Agricultural Business and Management
Chuck Vitton's BMO Capital Markets Experience October 1988 - March 2013
Job Principal
Industry Financial Services
Experience
Self-employed March 2013 - Present
BMO Capital Markets October 1988 - March 2013
Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Finance, General
Self-employed March 2013 - Present
BMO Capital Markets October 1988 - March 2013
Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Finance, General
Robb Baubie's BMO Capital Markets Experience July 2010 - July 2013
Job Associate at Pulte Capital Partners
Industry Venture Capital & Private Equity
Experience
Pulte Capital Partners June 2014 - Present
Winona Capital Management July 2013 - June 2014
BMO Capital Markets July 2010 - July 2013
Valstone Partners May 2009 - August 2009
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Accounting
Pulte Capital Partners June 2014 - Present
Winona Capital Management July 2013 - June 2014
BMO Capital Markets July 2010 - July 2013
Valstone Partners May 2009 - August 2009
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS