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
Scott Schoenfeld Scott Schoenfeld's BMO Capital Markets Experience 2012 - 2014
Job Wealth Management
Industry Investment Management
Experience
BMO Capital Markets 2012 - 2014
UBS Wealth Management September 2008 - July 2010
Lehman Brothers August 2006 - September 2008
New Balance February 2005 - August 2006
New Balance August 2002 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Colby College 1998 — 2002
Bachelor of Science (BS)
BMO Capital Markets 2012 - 2014
UBS Wealth Management September 2008 - July 2010
Lehman Brothers August 2006 - September 2008
New Balance February 2005 - August 2006
New Balance August 2002 - February 2005
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Colby College 1998 — 2002
Bachelor of Science (BS)
Henry Chien Henry Chien's BMO Capital Markets Experience October 2013 - Present
Job
Industry Capital Markets
Experience
BMO Capital Markets October 2013 - Present
TABB Group March 2010 - April 2013
Oppenheimer & Co. June 2009 - July 2009
Standard Chartered Bank June 2008 - August 2008
Skills
ETFs, Volatility, Market Structure, Exchange Traded..., Buy-side, Fixed Income, Capital Markets, Financial Markets, Equities, Trading, Proprietary Trading, Analysis, CDS, Hedge Funds, Investment Management, Equity Derivatives, Investments, Electronic Trading, Options, Asset Management, Equity Research
Education
Brown University 2005 — 2010
BA
West Island School
BMO Capital Markets October 2013 - Present
TABB Group March 2010 - April 2013
Oppenheimer & Co. June 2009 - July 2009
Standard Chartered Bank June 2008 - August 2008
Skills
ETFs, Volatility, Market Structure, Exchange Traded..., Buy-side, Fixed Income, Capital Markets, Financial Markets, Equities, Trading, Proprietary Trading, Analysis, CDS, Hedge Funds, Investment Management, Equity Derivatives, Investments, Electronic Trading, Options, Asset Management, Equity Research
Education
Brown University 2005 — 2010
BA
West Island School
Dustin VanKoevering's BMO Capital Markets Experience September 2011 - June 2014
Job Risk Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group June 2014 - Present
BMO Capital Markets September 2011 - June 2014
PTAM (PT Asset Management, LLC) July 2010 - August 2011
Northern Trust August 2008 - July 2010
Professional Analysts, LLC May 2007 - September 2007
Skills
Series 7, Series 66, Securities, Fixed Income, Bloomberg, Capital Markets, Financial Reporting, Investments, Financial Analysis, Financial Risk, Microsoft Excel, Middle Office, Databases, Microsoft Word
Education
Central Michigan University 2003 — 2007
Bachelor's of Science in Business Administration, Finance & Marketing (Dbl Maj)
BMO Financial Group June 2014 - Present
BMO Capital Markets September 2011 - June 2014
PTAM (PT Asset Management, LLC) July 2010 - August 2011
Northern Trust August 2008 - July 2010
Professional Analysts, LLC May 2007 - September 2007
Skills
Series 7, Series 66, Securities, Fixed Income, Bloomberg, Capital Markets, Financial Reporting, Investments, Financial Analysis, Financial Risk, Microsoft Excel, Middle Office, Databases, Microsoft Word
Education
Central Michigan University 2003 — 2007
Bachelor's of Science in Business Administration, Finance & Marketing (Dbl Maj)
Liz Banting-Cains's BMO Capital Markets Experience 2008 - January 2011
Job Policy Analyst at BC Pension Corporation
Industry Financial Services
Experience
BC Pension Corporation June 2012 - Present
BC Public Service September 2011 - June 2012
BMO Capital Markets 2008 - January 2011
OMERS August 2003 - 2008
Commerzbank AG, London Branch 2000 - 2003
Technomark Consulting Services 1999 - 2000
Talentmark 1998 - 1999
Mitsubishi Corporation 1991 - 1998
Sumitomo Corporation UK PLC 1989 - 1991
Skills
Policy, Research, Risk Management, Governance, Strategic Planning, Program Management, Change Management, Project Management
Education
Cass Business School 1997 — 1999
MBA, Finance
London Guildhall University 1994 — 1996
DipM, Marketing
BC Pension Corporation June 2012 - Present
BC Public Service September 2011 - June 2012
BMO Capital Markets 2008 - January 2011
OMERS August 2003 - 2008
Commerzbank AG, London Branch 2000 - 2003
Technomark Consulting Services 1999 - 2000
Talentmark 1998 - 1999
Mitsubishi Corporation 1991 - 1998
Sumitomo Corporation UK PLC 1989 - 1991
Skills
Policy, Research, Risk Management, Governance, Strategic Planning, Program Management, Change Management, Project Management
Education
Cass Business School 1997 — 1999
MBA, Finance
London Guildhall University 1994 — 1996
DipM, Marketing
Emily Hashimoto Emily Hashimoto's BMO Capital Markets Experience February 2011 - Present
Job VP Project Finance & Infrastructure Banking
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
BMO Capital Markets February 2011 - Present
RBC Capital Markets January 2010 - February 2011
Shattuck Hammond Partners July 2008 - August 2009
Morgan Stanley September 2007 - June 2008
UBS September 2006 - September 2007
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Series 7, Due Diligence, Banking, Project Finance, Private Equity, Structured Finance, Financial Structuring, Infrastructure
Education
Claremont McKenna College 2002 — 2006
BA
Louis Solmonson's BMO Capital Markets Experience July 2013 - June 2014
Job Investment Executive at CVC Capital Partners
Industry Investment Banking
Experience
CVC Capital Partners October 2015 - Present
Goldman Sachs July 2014 - September 2015
BMO Capital Markets July 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
The New Republic June 2010 - August 2010
The Metropolitan Museum of Art June 2009 - August 2009
New York County Family Court June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Private Equity, Hedge Funds, Economics, Bloomberg, Investment Banking, Valuation, Investments, Capital Markets, Financial Modeling, Capital IQ, Financial Analysis
Education
Brown University 2009 — 2013
BA, History; Economics
Horace Mann School 2003 — 2009
High School
CVC Capital Partners October 2015 - Present
Goldman Sachs July 2014 - September 2015
BMO Capital Markets July 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
The New Republic June 2010 - August 2010
The Metropolitan Museum of Art June 2009 - August 2009
New York County Family Court June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Private Equity, Hedge Funds, Economics, Bloomberg, Investment Banking, Valuation, Investments, Capital Markets, Financial Modeling, Capital IQ, Financial Analysis
Education
Brown University 2009 — 2013
BA, History; Economics
Horace Mann School 2003 — 2009
High School
Steven Seperson Steven Seperson's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Compass Point Research & Trading June 2012 - June 2014
Primatics Financial November 2010 - June 2012
Moody's October 2008 - November 2010
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Brandeis University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics and Economics
BMO Capital Markets July 2014 - Present
Compass Point Research & Trading June 2012 - June 2014
Primatics Financial November 2010 - June 2012
Moody's October 2008 - November 2010
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Brandeis University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics and Economics
Emily Gentithes Emily Gentithes's BMO Capital Markets Experience February 2007 - August 2008
Job Premed/Prehealth Program Assistant at Northwestern University
Industry Higher Education
Experience
Chicago Dive Club March 2008 - Present
Northwestern University September 2009 - Present
Northwestern University October 2012 - September 2015
St. John's University November 2010 - September 2012
NYU Recreation September 2010 - March 2012
Northwestern University October 2009 - September 2010
Pietryla Enterprises, Inc. November 2008 - September 2009
BMO Capital Markets February 2007 - August 2008
Skills
Microsoft Excel, Microsoft Outloook, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Microsoft Office, Banner, Database management, Project management, Customer service, Exceptionally Organized, Skilled Multi-tasker, Proactive self-starter, Learning Quickly, Highly personable, Higher Education, Academic Advising, Counseling, Project Management, Customer Service, Public Relations, PowerPoint
Education
Colgate University 2002 — 2006
Bachelor of Arts, Psychology, English minor
Chicago Dive Club March 2008 - Present
Northwestern University September 2009 - Present
Northwestern University October 2012 - September 2015
St. John's University November 2010 - September 2012
NYU Recreation September 2010 - March 2012
Northwestern University October 2009 - September 2010
Pietryla Enterprises, Inc. November 2008 - September 2009
BMO Capital Markets February 2007 - August 2008
Skills
Microsoft Excel, Microsoft Outloook, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Microsoft Office, Banner, Database management, Project management, Customer service, Exceptionally Organized, Skilled Multi-tasker, Proactive self-starter, Learning Quickly, Highly personable, Higher Education, Academic Advising, Counseling, Project Management, Customer Service, Public Relations, PowerPoint
Education
Colgate University 2002 — 2006
Bachelor of Arts, Psychology, English minor
Mikeal (Mikie) Chambers Mikeal (Mikie) Chambers's BMO Capital Markets Experience June 2000 - March 2001
Job Vice President Private Bank Credit Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank August 2014 - Present
The Chambers Law Group LLC May 2008 - Present
BMO Harris Bank April 2012 - July 2014
BMO Harris Bank April 2008 - April 2012
Harris Bank March 2001 - April 2008
BMO Capital Markets June 2000 - March 2001
Skills
Due Diligence, Financial Modeling, Legal Writing, Litigation, Legal Research, Corporate Law, Bankruptcy, Commercial Litigation, Loans, Legal Assistance, Finance, Document Review, Employment Law, Commercial Real Estate, Westlaw, Litigation Support, Corporate Finance, Contract Negotiation, Legal Compliance, Civil Litigation, Negotiation, Real Estate, Mediation, Management, Banking, Portfolio Management, Credit, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2007
Juris Doctor
Northwestern University 1996 — 2000
B.A., Economics
BMO Harris Bank August 2014 - Present
The Chambers Law Group LLC May 2008 - Present
BMO Harris Bank April 2012 - July 2014
BMO Harris Bank April 2008 - April 2012
Harris Bank March 2001 - April 2008
BMO Capital Markets June 2000 - March 2001
Skills
Due Diligence, Financial Modeling, Legal Writing, Litigation, Legal Research, Corporate Law, Bankruptcy, Commercial Litigation, Loans, Legal Assistance, Finance, Document Review, Employment Law, Commercial Real Estate, Westlaw, Litigation Support, Corporate Finance, Contract Negotiation, Legal Compliance, Civil Litigation, Negotiation, Real Estate, Mediation, Management, Banking, Portfolio Management, Credit, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2007
Juris Doctor
Northwestern University 1996 — 2000
B.A., Economics
Claire Gilmore Claire Gilmore's BMO Capital Markets Experience July 2013 - Present
Job Direct Lending Analyst
Industry Capital Markets
Experience
Golub Capital August 2015 - Present
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Spectrum Brands April 2011 - June 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Investment Banking, Finance, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Capital Markets, Bloomberg, Investments, Equities, Portfolio Management
Education
University of Wisconsin-Madison 2009 — 2013
Finance, Investment Banking, Environmental Studies
University of Wisconsin-Madison - School of Business 2009 — 2013
Finance, Investment Banking, Environmental Studies
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
HInsdale Central High School 2004 — 2009
Golub Capital August 2015 - Present
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Spectrum Brands April 2011 - June 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Investment Banking, Finance, Valuation, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Capital Markets, Bloomberg, Investments, Equities, Portfolio Management
Education
University of Wisconsin-Madison 2009 — 2013
Finance, Investment Banking, Environmental Studies
University of Wisconsin-Madison - School of Business 2009 — 2013
Finance, Investment Banking, Environmental Studies
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
HInsdale Central High School 2004 — 2009
Suzanne Wise, BSN, RN Suzanne Wise, BSN, RN's BMO Capital Markets Experience May 2006 - March 2011
Job RN at New York Presbyterian Queens
Industry Hospital & Health Care
Experience
NYU Langone Medical Center May 2014 - May 2014
Hunter College August 2012 - January 2014
NYU Langone Medical Center December 2013 - December 2013
New York Presbyterian Hospital October 2013 - December 2013
Union Settlement Association August 2013 - October 2013
NYC Health and Hospitals Corporation October 2012 - August 2013
The Brooklyn Hospital Center March 2013 - May 2013
Mount Sinai Beth Israel January 2013 - March 2013
Archcare August 2012 - October 2012
BMO Capital Markets May 2006 - March 2011
Skills
Teaching, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Nonprofits, Volunteer Management, Editing, Fundraising, Marketing, Management, Healthcare, Clinical Research
Education
City University of New York-Hunter College 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Queensborough Community College 2011 — 2012
Physiology & Anatomy, Microbiology
Parsons School of Design 2000 — 2000
Fashion/Apparel Design
College of Charleston 1994 — 1996
Bachelor's Degree, B.S. in Psychology
NYU Langone Medical Center May 2014 - May 2014
Hunter College August 2012 - January 2014
NYU Langone Medical Center December 2013 - December 2013
New York Presbyterian Hospital October 2013 - December 2013
Union Settlement Association August 2013 - October 2013
NYC Health and Hospitals Corporation October 2012 - August 2013
The Brooklyn Hospital Center March 2013 - May 2013
Mount Sinai Beth Israel January 2013 - March 2013
Archcare August 2012 - October 2012
BMO Capital Markets May 2006 - March 2011
Skills
Teaching, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Research, Nonprofits, Volunteer Management, Editing, Fundraising, Marketing, Management, Healthcare, Clinical Research
Education
City University of New York-Hunter College 2012 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Queensborough Community College 2011 — 2012
Physiology & Anatomy, Microbiology
Parsons School of Design 2000 — 2000
Fashion/Apparel Design
College of Charleston 1994 — 1996
Bachelor's Degree, B.S. in Psychology
Jesse Rose Jesse Rose's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Wells Fargo January 2010 - May 2014
Wachovia Securities June 2008 - January 2010
Bear Stearns & Co. May 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Business Valuation, Financial Modeling, Alternative Investments, Derivatives, Asset Management, Investment Strategies, Equity Research, Financial Risk, Financial Risk...
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Finance
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Lorenzo De' Medici 2006 — 2006
Study Abroad Program in Florence, Italy
BMO Capital Markets July 2014 - Present
Wells Fargo January 2010 - May 2014
Wachovia Securities June 2008 - January 2010
Bear Stearns & Co. May 2007 - August 2007
Skills
Corporate Finance, Investment Banking, Business Valuation, Financial Modeling, Alternative Investments, Derivatives, Asset Management, Investment Strategies, Equity Research, Financial Risk, Financial Risk...
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Finance
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Lorenzo De' Medici 2006 — 2006
Study Abroad Program in Florence, Italy
Freddy Alcantara's BMO Capital Markets Experience 2012 - 2013
Job UX/UI/Visual Designer at Univision Communications Inc.
Industry Entertainment
Experience
Univision Communications Inc. June 2013 - Present
Credit Suisse (Freelance) February 2013 - July 2013
BMO Capital Markets 2012 - 2013
JPMorgan Chase (formerly Bear Stearns) 2011 - 2012
BNY Mellon Asset Management January 2006 - January 2009
Skills
Graphics, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, Adobe Acrobat, Web Design, InDesign, Microsoft Excel, User Experience, Microsoft Office, Microsoft Word, PowerPoint, Mac, Illustration, Information Architecture, Dreamweaver, User Interface Design, Layout, Vector Design, Corporate Identity, Outlook, Branding, Logo Design, HTML, User Research, User Experience Testing, Sketching, Wireframes, Axure RP, Rapid Prototyping, Github, OmniGraffle, Digital Media
Education
General Assembly 2014 — 2015
User Experience & Web Design Circuits
City University of New York 1997 — 2000
Univision Communications Inc. June 2013 - Present
Credit Suisse (Freelance) February 2013 - July 2013
BMO Capital Markets 2012 - 2013
JPMorgan Chase (formerly Bear Stearns) 2011 - 2012
BNY Mellon Asset Management January 2006 - January 2009
Skills
Graphics, Graphic Design, Photoshop, Adobe Creative Suite, Illustrator, Adobe Acrobat, Web Design, InDesign, Microsoft Excel, User Experience, Microsoft Office, Microsoft Word, PowerPoint, Mac, Illustration, Information Architecture, Dreamweaver, User Interface Design, Layout, Vector Design, Corporate Identity, Outlook, Branding, Logo Design, HTML, User Research, User Experience Testing, Sketching, Wireframes, Axure RP, Rapid Prototyping, Github, OmniGraffle, Digital Media
Education
General Assembly 2014 — 2015
User Experience & Web Design Circuits
City University of New York 1997 — 2000
John B. Phillips John B. Phillips's BMO Capital Markets Experience May 2005 - May 2013
Job Managing Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Trisha Stanley's BMO Capital Markets Experience June 2015 - Present
Job Administrative Assistant
Industry Real Estate
Experience
BMO Financial Group June 2015 - Present
BMO Capital Markets June 2015 - Present
Graywood Developments Inc September 2014 - April 2015
Minto Group Inc. November 2013 - August 2014
Minto Group Inc. February 2010 - October 2013
Minto Properties Inc. September 2010 - August 2012
GTA Endoscopy Services Inc. May 2009 - August 2009
Skills
Administrative..., Office Management, Outlook, Lease Administration, Customer Service, Office Administration, Data Entry, Time Management, Administration, Spreadsheets, Teamwork, Microsoft Word, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint
Education
Carleton University 2008 — 2013
Bachelor of Arts (BA), Psychology
Midwood High School 2004 — 2008
BMO Financial Group June 2015 - Present
BMO Capital Markets June 2015 - Present
Graywood Developments Inc September 2014 - April 2015
Minto Group Inc. November 2013 - August 2014
Minto Group Inc. February 2010 - October 2013
Minto Properties Inc. September 2010 - August 2012
GTA Endoscopy Services Inc. May 2009 - August 2009
Skills
Administrative..., Office Management, Outlook, Lease Administration, Customer Service, Office Administration, Data Entry, Time Management, Administration, Spreadsheets, Teamwork, Microsoft Word, Telephone Skills, Microsoft Office, Microsoft Excel, PowerPoint
Education
Carleton University 2008 — 2013
Bachelor of Arts (BA), Psychology
Midwood High School 2004 — 2008
Rob Becker, CFA's BMO Capital Markets Experience January 2006 - December 2007
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2010 - Present
HBOS Canada January 2008 - October 2009
BMO Capital Markets January 2006 - December 2007
MBNA Canada Bank 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Investments
Education
Carleton University 1998 — 2002
BIB, International Business
Bell HS 1994 — 1998
RBC Dominion Securities January 2010 - Present
HBOS Canada January 2008 - October 2009
BMO Capital Markets January 2006 - December 2007
MBNA Canada Bank 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Investments
Education
Carleton University 1998 — 2002
BIB, International Business
Bell HS 1994 — 1998
Ioanna Kekropidou Ioanna Kekropidou's BMO Capital Markets Experience March 2014 - Present
Job Finance Manager Senior Accountant BMO Capital Markets Corp.
Industry Financial Services
Experience
BMO Capital Markets March 2014 - Present
AXA Equitable July 2006 - September 2013
Greek Orthodox Archdiocese of America February 1999 - July 2006
Skills
Accounting, Accounts Payable, PeopleSoft, Financial Analysis, Microsoft Excel, Accounts Receivable, Analysis, Budgets, Journal Entries, Accruals, Forecasting, Hyperion, Hyperion Enterprise, Cognos, Staff Training, People Skills, Payroll Processing, Payroll Taxes, Excel, Word, International Banking..., Organizational Skills, Multilingual, Able to work..., Microsoft Word, Supervisory Experience, Account Management, Quickbooks, IT Governance, Self motivated, Knowledge of GAAP, STAT..., Technical Service...
Education
City University of New York-Hunter College 1997 — 2006
BS, Acounting, Cum Laude
BMO Capital Markets March 2014 - Present
AXA Equitable July 2006 - September 2013
Greek Orthodox Archdiocese of America February 1999 - July 2006
Skills
Accounting, Accounts Payable, PeopleSoft, Financial Analysis, Microsoft Excel, Accounts Receivable, Analysis, Budgets, Journal Entries, Accruals, Forecasting, Hyperion, Hyperion Enterprise, Cognos, Staff Training, People Skills, Payroll Processing, Payroll Taxes, Excel, Word, International Banking..., Organizational Skills, Multilingual, Able to work..., Microsoft Word, Supervisory Experience, Account Management, Quickbooks, IT Governance, Self motivated, Knowledge of GAAP, STAT..., Technical Service...
Education
City University of New York-Hunter College 1997 — 2006
BS, Acounting, Cum Laude
Andrew Krupansky's BMO Capital Markets Experience July 2009 - May 2013
Job Senior Marketing Manager at Wayfair
Industry Internet
Experience
Wayfair June 2015 - Present
International Game Technology (formerly GTECH) May 2013 - June 2015
BMO Capital Markets July 2009 - May 2013
Education
Brown University
B.A., International Relations
Wayfair June 2015 - Present
International Game Technology (formerly GTECH) May 2013 - June 2015
BMO Capital Markets July 2009 - May 2013
Education
Brown University
B.A., International Relations
Allison Zuyev's BMO Capital Markets Experience September 2010 - Present
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2010 - Present
Bank of America November 2009 - July 2010
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Skills
Financial Services, Accounting, Account Reconciliation, Investment Banking, Equities, Fixed Income, Derivatives, Capital Markets, Corporate Finance, FX Options, Auditing, Finance, Financial Modeling, Financial Statements, Journal Entries, Sarbanes-Oxley Act, Valuation
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Accounting/Finance
BMO Capital Markets September 2010 - Present
Bank of America November 2009 - July 2010
Merrill Lynch December 2005 - November 2009
Refco Securities LLC May 2005 - November 2005
New York Life Investment Management LLC November 2004 - May 2005
Skills
Financial Services, Accounting, Account Reconciliation, Investment Banking, Equities, Fixed Income, Derivatives, Capital Markets, Corporate Finance, FX Options, Auditing, Finance, Financial Modeling, Financial Statements, Journal Entries, Sarbanes-Oxley Act, Valuation
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Accounting/Finance
Don Soegiarto Don Soegiarto's BMO Capital Markets Experience 2009 - August 2010
Job Liquidity & Markets Professional
Industry Financial Services
Experience
TD February 2015 - Present
HSBC August 2010 - October 2014
BMO Capital Markets 2009 - August 2010
TD Securities 2007 - 2009
Qualicom Innovations (BMO Nesbitt Burns) 2004 - 2007
Canadian Scholarship Trust 2003 - 2004
Alterna Savings 2001 - 2003
HSBC 1999 - 2000
Morgan Stanley Dean Witter 1997 - 1998
J. B. Oxford 1996 - 1997
Education
California State University-Fullerton 1996 — 1998
MBA, Finance and Financial Management Services
California State University-Dominguez Hills 1993 — 1996
BSc, Classical Finance
TD February 2015 - Present
HSBC August 2010 - October 2014
BMO Capital Markets 2009 - August 2010
TD Securities 2007 - 2009
Qualicom Innovations (BMO Nesbitt Burns) 2004 - 2007
Canadian Scholarship Trust 2003 - 2004
Alterna Savings 2001 - 2003
HSBC 1999 - 2000
Morgan Stanley Dean Witter 1997 - 1998
J. B. Oxford 1996 - 1997
Education
California State University-Fullerton 1996 — 1998
MBA, Finance and Financial Management Services
California State University-Dominguez Hills 1993 — 1996
BSc, Classical Finance
Kevin Krieter Kevin Krieter's BMO Capital Markets Experience July 2013 - Present
Job Fixed Income Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2013 - Present
Skills
Sales Representative, Management, Marketing Manager, Canvasser, Trained hundreds of..., Designed excel program..., Worked Trade Shows, Created website used as..., Finance
Education
Carthage College 2008 — 2012
Bachelor of Business Administration (BBA), Economics and Public Relations, 3.4 GPA
BMO Capital Markets July 2013 - Present
Skills
Sales Representative, Management, Marketing Manager, Canvasser, Trained hundreds of..., Designed excel program..., Worked Trade Shows, Created website used as..., Finance
Education
Carthage College 2008 — 2012
Bachelor of Business Administration (BBA), Economics and Public Relations, 3.4 GPA
Kathryn Trappey Kathryn Trappey's BMO Capital Markets Experience March 2011 - April 2011
Job BSN Candidate, Denver School of Nursing
Industry Hospital & Health Care
Experience
Denver School of Nursing January 2015 - Present
Td Securities USA Inc April 2011 - December 2014
BMO Capital Markets March 2011 - April 2011
Zeno Group October 2010 - February 2011
IndieExtreme, LLC January 2010 - May 2010
Voce Chorus- Vanderbilt August 2007 - May 2010
Red Light PR May 2009 - August 2009
McNeely Pigott & Fox Public Relations, LLC August 2008 - December 2008
Accelerator Program- Vanderbilt University Owen School of Management June 2008 - July 2008
Carrabba's Italian Grill February 2005 - March 2008
Skills
Critical Thinking, Time Management, Priority Management, Clinical Research, CPR Certified, Leadership, Project Management, Project Planning, Public Relations, Social Media, Event Planning, Event Management, Press Releases, Research, Strategic Planning, Market Research
Education
Denver School of Nursing 2015 — 2016
Bachelor's Degree, Registered Nursing/Registered Nurse
Cayuga County Community College 2013 — 2014
Registered Nursing/Registered Nurse
Vanderbilt University 2006 — 2010
BA, Economics
Denver School of Nursing January 2015 - Present
Td Securities USA Inc April 2011 - December 2014
BMO Capital Markets March 2011 - April 2011
Zeno Group October 2010 - February 2011
IndieExtreme, LLC January 2010 - May 2010
Voce Chorus- Vanderbilt August 2007 - May 2010
Red Light PR May 2009 - August 2009
McNeely Pigott & Fox Public Relations, LLC August 2008 - December 2008
Accelerator Program- Vanderbilt University Owen School of Management June 2008 - July 2008
Carrabba's Italian Grill February 2005 - March 2008
Skills
Critical Thinking, Time Management, Priority Management, Clinical Research, CPR Certified, Leadership, Project Management, Project Planning, Public Relations, Social Media, Event Planning, Event Management, Press Releases, Research, Strategic Planning, Market Research
Education
Denver School of Nursing 2015 — 2016
Bachelor's Degree, Registered Nursing/Registered Nurse
Cayuga County Community College 2013 — 2014
Registered Nursing/Registered Nurse
Vanderbilt University 2006 — 2010
BA, Economics
Ralitza Perduhova's BMO Capital Markets Experience December 2009 - January 2015
Job Equity Sales at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities February 2015 - Present
BMO Capital Markets December 2009 - January 2015
BMO Financial Group April 2005 - November 2009
Education
Queen's University 2013 — 2014
Master of Finance
Brock University 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities February 2015 - Present
BMO Capital Markets December 2009 - January 2015
BMO Financial Group April 2005 - November 2009
Education
Queen's University 2013 — 2014
Master of Finance
Brock University 2004 — 2009
Bachelor of Business Administration (BBA), Finance
Zhe (Cyrus) Chen Zhe (Cyrus) Chen's BMO Capital Markets Experience January 2013 - July 2015
Job MBA Candidate at CEIBS
Industry Capital Markets
Experience
BMO Capital Markets January 2013 - July 2015
BMO Capital Markets January 2012 - April 2012
Western University January 2009 - April 2011
BOCI June 2009 - July 2009
Industrial and Commercial Bank of China June 2008 - August 2008
Skills
Matlab, C++, Microsoft Office, VBA, SQL, Bloomberg, Java, Maple, Stata, R, Quantitative Finance, Derivatives, Financial Modeling, Capital Markets, Risk Management, Fixed Income, Equities, Investments, Market Risk, Portfolio Management, Economics, Microsoft Excel, Statistics, Corporate Finance, Monte Carlo Simulation, Finance, Valuation, Financial Analysis, Data Analysis, Credit Risk, Options
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Toronto 2011 — 2012
Master in Mathematical Finance (MMF), Mathematical Finance
The University of Western Ontario 2007 — 2011
BSc. (Hons.), Honors Specialization in Applied Mathematics and Major in Financial Economics
BMO Capital Markets January 2013 - July 2015
BMO Capital Markets January 2012 - April 2012
Western University January 2009 - April 2011
BOCI June 2009 - July 2009
Industrial and Commercial Bank of China June 2008 - August 2008
Skills
Matlab, C++, Microsoft Office, VBA, SQL, Bloomberg, Java, Maple, Stata, R, Quantitative Finance, Derivatives, Financial Modeling, Capital Markets, Risk Management, Fixed Income, Equities, Investments, Market Risk, Portfolio Management, Economics, Microsoft Excel, Statistics, Corporate Finance, Monte Carlo Simulation, Finance, Valuation, Financial Analysis, Data Analysis, Credit Risk, Options
Education
China Europe International Business School (CEIBS) 2015 — 2017
Master of Business Administration (MBA)
University of Toronto 2011 — 2012
Master in Mathematical Finance (MMF), Mathematical Finance
The University of Western Ontario 2007 — 2011
BSc. (Hons.), Honors Specialization in Applied Mathematics and Major in Financial Economics
Lareen Bittourna Lareen Bittourna's BMO Capital Markets Experience May 2009 - February 2014
Job Administrative Specialist 1, BMO Private Bank
Industry Investment Banking
Experience
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
BMO Harris Private Banking March 2014 - Present
BMO Capital Markets May 2009 - February 2014
The Larko Group May 2008 - May 2009
Lindgren, Callihan, Van Osdol & Co., Ltd. September 2004 - May 2008
Duke Energy Corporation July 2000 - December 2003
JLL August 1998 - May 1999
Skills
Microsoft Office, Event Planning, Office Management, Budgets, Outlook, Newsletters, Human Resources, Customer Service, Microsoft Excel, Editing, Leadership, PowerPoint, Accounting, Marketing, Project Planning, Time Management, Heavy Calendaring
Education
City Colleges of Chicago-Harry S Truman College 1988 — 1994
Associate of Arts and Sciences (AAS), Mid-Management, 3.1
Sterling School of Beauty 1982 — 1984
State Licensed Cosmetologist, Cosmetology/Cosmetologist, General
James Love James Love's BMO Capital Markets Experience December 2004 - November 2009
Job Chief Executive Officer, Wellpartner, Inc.
Industry Pharmaceuticals
Experience
Wellpartner, Inc. December 2011 - Present
Madison Williams and Company January 2010 - November 2011
BMO Capital Markets December 2004 - November 2009
MTS Health Health Partners September 2002 - November 2004
Synetic Inc. (subsequently Medical Manager Corp. and WebMD Health Corp.) February 1999 - December 2000
Merrill Lynch & Company September 1985 - January 1999
Lehman Brothers Kuhn Loeb June 1983 - August 1985
Education
New York University, Stern School of Business 1980 — 1983
MBA, Finance
Brown University 1974 — 1978
AB, Economics
Wellpartner, Inc. December 2011 - Present
Madison Williams and Company January 2010 - November 2011
BMO Capital Markets December 2004 - November 2009
MTS Health Health Partners September 2002 - November 2004
Synetic Inc. (subsequently Medical Manager Corp. and WebMD Health Corp.) February 1999 - December 2000
Merrill Lynch & Company September 1985 - January 1999
Lehman Brothers Kuhn Loeb June 1983 - August 1985
Education
New York University, Stern School of Business 1980 — 1983
MBA, Finance
Brown University 1974 — 1978
AB, Economics
Equilla McClain's BMO Capital Markets Experience January 2015 - Present
Job Global Manager, Desktop Publishing Services at BMO Capital Markets
Industry Graphic Design
Experience
BMO Capital Markets January 2015 - Present
Silently Speaking Designs October 2007 - Present
Valparaiso University March 2011 - February 2014
Hilltop Neighborhood House March 2013 - 2014
smartdept. inc. 2009 - January 2011
Society of Actuaries October 2010 - November 2010
Creative Circle January 2009 - November 2010
Society of Actuaries June 2010 - July 2010
Black Entertainment Television April 2009 - July 2010
Apple One April 2009 - July 2010
Skills
Graphic Design, Web Design, Web Management, Higher Education..., Brand Development, Creative Direction, Creative Strategy, Digital Media, Project Management, Art Direction, Staff Management, Brand Management, Social Media Marketing, Production Design..., Integrated Marketing, Vendor Relations, Email Newsletter Design, Adobe Creative Suite, InDesign, Brochures, Layout, QuarkXPress, Illustrator, Flyers, Adobe Acrobat, Logo Design, Photoshop, Graphics, Microsoft Office, Advertising, Direct Mail, PowerPoint, Typography, Newsletters, Catalogs, Committees, Microsoft Word, Illustration, Image Manipulation, Publishing, Marketing, Mac, WordPress, MS Office Suite, Word, Excel, Corporate Identity, Corporate Branding, Budget Management, Written/oral...
Education
Valparaiso University 2012 — 2016
Master of Science (M.S.), Digital Communication and Media/Multimedia
Robert Morris College 2001 — 2003
Associate of Science (A.S.), Web Page, Digital/Multimedia and Information Resources Design
Chicago State University 1994 — 1996
BAS, Graphic Arts
Illinois State University 1989 — 1993
Graphic Arts
Linblom Technical High School 1985 — 1989
BMO Capital Markets January 2015 - Present
Silently Speaking Designs October 2007 - Present
Valparaiso University March 2011 - February 2014
Hilltop Neighborhood House March 2013 - 2014
smartdept. inc. 2009 - January 2011
Society of Actuaries October 2010 - November 2010
Creative Circle January 2009 - November 2010
Society of Actuaries June 2010 - July 2010
Black Entertainment Television April 2009 - July 2010
Apple One April 2009 - July 2010
Skills
Graphic Design, Web Design, Web Management, Higher Education..., Brand Development, Creative Direction, Creative Strategy, Digital Media, Project Management, Art Direction, Staff Management, Brand Management, Social Media Marketing, Production Design..., Integrated Marketing, Vendor Relations, Email Newsletter Design, Adobe Creative Suite, InDesign, Brochures, Layout, QuarkXPress, Illustrator, Flyers, Adobe Acrobat, Logo Design, Photoshop, Graphics, Microsoft Office, Advertising, Direct Mail, PowerPoint, Typography, Newsletters, Catalogs, Committees, Microsoft Word, Illustration, Image Manipulation, Publishing, Marketing, Mac, WordPress, MS Office Suite, Word, Excel, Corporate Identity, Corporate Branding, Budget Management, Written/oral...
Education
Valparaiso University 2012 — 2016
Master of Science (M.S.), Digital Communication and Media/Multimedia
Robert Morris College 2001 — 2003
Associate of Science (A.S.), Web Page, Digital/Multimedia and Information Resources Design
Chicago State University 1994 — 1996
BAS, Graphic Arts
Illinois State University 1989 — 1993
Graphic Arts
Linblom Technical High School 1985 — 1989
Jason Chung 鍾昌運's BMO Capital Markets Experience 2006 - 2008
Job quantitative risk management work at ICE Clear Credit / The Clearing Corp.
Industry Financial Services
Experience
The Clearing Corporation / ICE Trust US 2008 - Present
BMO Capital Markets 2006 - 2008
GMAC ResCap 2005 - 2005
CIBC World Markets May 2004 - August 2004
BMO Capital Markets September 2003 - December 2003
Skills
Portfolio Management, Market Risk, Financial Modeling, Quantitative Finance, VBA, Quantitative Analytics, Derivatives, Fixed Income, Risk Management, Financial Risk, Credit Derivatives
Education
University of Waterloo 2002 — 2004
MAcc-Finance, Mathematical Finance
Carleton University 2000 — 2002
MSc, Mathematics
Soochow University
BBA, business administration
The Clearing Corporation / ICE Trust US 2008 - Present
BMO Capital Markets 2006 - 2008
GMAC ResCap 2005 - 2005
CIBC World Markets May 2004 - August 2004
BMO Capital Markets September 2003 - December 2003
Skills
Portfolio Management, Market Risk, Financial Modeling, Quantitative Finance, VBA, Quantitative Analytics, Derivatives, Fixed Income, Risk Management, Financial Risk, Credit Derivatives
Education
University of Waterloo 2002 — 2004
MAcc-Finance, Mathematical Finance
Carleton University 2000 — 2002
MSc, Mathematics
Soochow University
BBA, business administration
Aziz Mahomed Aziz Mahomed's BMO Capital Markets Experience August 2008 - March 2014
Job IT Professional
Industry Information Technology and Services
Experience
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
TD July 2015 - Present
Canaccord Genuity Group Inc. January 2015 - June 2015
CIBC May 2014 - December 2014
BMO Capital Markets August 2008 - March 2014
Bank of Montreal October 2007 - August 2008
Dundee Wealth 2006 - 2007
CIBC World Markets 2005 - 2005
ADP 2004 - 2005
Triversity 2000 - 2002
Symantec 1997 - 2000
Skills
SDLC, Quality Assurance, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, User Acceptance Testing, Leadership, Agile Methodologies, Integration, CRM, Vendor Management, Business Intelligence, Software Project..., Visio, Negotiation, Research, Equity Research
Education
Massachusetts Institute of Technology 1999 — 2000
Centennial College 1994 — 1997
Accounting and Financial Management 3 Year Diploma with Honours
Certified General Accountants Association of Ontario
Winston Churchill C.I.
Jean-Philippe Phaneuf's BMO Capital Markets Experience May 2013 - August 2013
Job Business Development Manager at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Fidelity Investments July 2014 - Present
BMO Capital Markets May 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Performance Training Hockey School June 2011 - August 2011
Kognitive Marketing April 2011 - August 2011
BMO Harris Private Banking May 2010 - August 2010
Kognitive Marketing May 2009 - August 2009
Skills
Finance, Marketing, Competitive Analysis, Data Analysis, Leadership, Business Strategy, Sales, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Finance
Clarkson University 2008 — 2012
Bachelor of Science, Global Supply Chain Management with a minor in project management, 3.748
Jönköping University 2010 — 2010
Exchange student in Sweden
Green Mountain Valley School 2006 — 2008
Ski Academy in Vermont, United States
Peter Reuter's BMO Capital Markets Experience June 2015 - Present
Job Summer Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
Bowdoin College August 2012 - Present
Thomson Reuters June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office..., Leadership Development, Research, PowerPoint, Critical Thinking
Education
Bowdoin College 2012 — 2016
Bachelor of Arts (B.A), History (Major) Economics (Minor), Junior
Ridgewood High School 2008 — 2012
BMO Capital Markets June 2015 - Present
Bowdoin College August 2012 - Present
Thomson Reuters June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office..., Leadership Development, Research, PowerPoint, Critical Thinking
Education
Bowdoin College 2012 — 2016
Bachelor of Arts (B.A), History (Major) Economics (Minor), Junior
Ridgewood High School 2008 — 2012
Elena Lissitsyna Elena Lissitsyna's BMO Capital Markets Experience May 2011 - April 2013
Job Manager, Strategic and Competitive Analysis at CBC/RadioCanada
Industry Broadcast Media
Experience
Scotiabank Global Banking and Markets April 2013 - July 2014
BMO Capital Markets May 2011 - April 2013
Toyota Canada Inc. August 2008 - September 2009
Ontario Ministry of Economic Development and Innovation May 2007 - August 2007
Skills
Financial Modeling, Equity Research, Capital Markets, Bloomberg, Valuation, Equities, Investor Relations, Corporate Finance, Derivatives, Equity Valuation, Investment Banking, Mutual Funds, Business Analysis, Investments, Financial Analysis
Education
Queen's University 2011 — 2012
Master of Finance
Carleton University 2005 — 2010
Bachelor of Commerce, Highest Honours, Finance, International Business
Scotiabank Global Banking and Markets April 2013 - July 2014
BMO Capital Markets May 2011 - April 2013
Toyota Canada Inc. August 2008 - September 2009
Ontario Ministry of Economic Development and Innovation May 2007 - August 2007
Skills
Financial Modeling, Equity Research, Capital Markets, Bloomberg, Valuation, Equities, Investor Relations, Corporate Finance, Derivatives, Equity Valuation, Investment Banking, Mutual Funds, Business Analysis, Investments, Financial Analysis
Education
Queen's University 2011 — 2012
Master of Finance
Carleton University 2005 — 2010
Bachelor of Commerce, Highest Honours, Finance, International Business
Natasha Fernandes Natasha Fernandes's BMO Capital Markets Experience January 2014 - October 2014
Job FUND ADMINISTRATOR at CITI HEDGE FUND SERVICES
Industry Banking
Experience
HSBC Global Banking and Markets November 2014 - Present
BMO Capital Markets January 2014 - October 2014
Citi September 2012 - August 2013
ICICI Bank Of Canada June 2011 - June 2012
Harris, Sheaffer LLP December 2010 - April 2011
Albano International Inc. June 2010 - September 2010
CIBC February 2008 - June 2010
Skills
Strong Analytical and..., Foreign Exchange, Conflict Resolution, Self Starter and a Team..., Interpersonal skills, Focused and Result..., Account and Financial..., Customer Service, Microsoft Office, Administrative..., Invoicing, Spreadsheets, Office Management, Analysis, Social Skills, CRM, Time Management, Management, Banking, Credit, Finance, Investments, Retail Banking, Relationship Management, Financial Services
Education
CDI College 2007 — 2008
Banking and Finance
Thornlea Secondary School
University of Toronto at Scarborough
Business, Management, Marketing, and Related Support Services
HSBC Global Banking and Markets November 2014 - Present
BMO Capital Markets January 2014 - October 2014
Citi September 2012 - August 2013
ICICI Bank Of Canada June 2011 - June 2012
Harris, Sheaffer LLP December 2010 - April 2011
Albano International Inc. June 2010 - September 2010
CIBC February 2008 - June 2010
Skills
Strong Analytical and..., Foreign Exchange, Conflict Resolution, Self Starter and a Team..., Interpersonal skills, Focused and Result..., Account and Financial..., Customer Service, Microsoft Office, Administrative..., Invoicing, Spreadsheets, Office Management, Analysis, Social Skills, CRM, Time Management, Management, Banking, Credit, Finance, Investments, Retail Banking, Relationship Management, Financial Services
Education
CDI College 2007 — 2008
Banking and Finance
Thornlea Secondary School
University of Toronto at Scarborough
Business, Management, Marketing, and Related Support Services
Imaru Casanova's BMO Capital Markets Experience June 2005 - July 2007
Job Senior Gold Analyst at Van Eck Global
Industry Investment Management
Experience
Van Eck Global December 2011 - Present
MLV September 2010 - November 2011
Barnard Jacobs Mellett August 2007 - July 2010
BMO Capital Markets June 2005 - July 2007
Fulcrum Global Partners November 2004 - March 2005
Shell July 2000 - August 2003
Skills
Series 7, 63, 86 and 87, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Investment Strategies, Asset Allocation, Equity Research, Financial Modeling, Series 7, Capital Markets, Financial Markets, Securities, Technical Analysis, Trading, Valuation, Hedge Funds
Education
Case Western Reserve University 1996 — 1998
Master of Science (M.S.), Mechanical Engineering
Case Western Reserve University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Van Eck Global December 2011 - Present
MLV September 2010 - November 2011
Barnard Jacobs Mellett August 2007 - July 2010
BMO Capital Markets June 2005 - July 2007
Fulcrum Global Partners November 2004 - March 2005
Shell July 2000 - August 2003
Skills
Series 7, 63, 86 and 87, Equities, Bloomberg, Asset Management, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Investment Strategies, Asset Allocation, Equity Research, Financial Modeling, Series 7, Capital Markets, Financial Markets, Securities, Technical Analysis, Trading, Valuation, Hedge Funds
Education
Case Western Reserve University 1996 — 1998
Master of Science (M.S.), Mechanical Engineering
Case Western Reserve University 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering
Alok Sethi Alok Sethi's BMO Capital Markets Experience November 2014 - Present
Job Director, Cross Business Sturturing,Trading Products, BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets November 2014 - Present
Lakeridge Health June 2013 - Present
BMO Capital Markets November 2012 - October 2014
Bank of Montreal December 2011 - October 2012
Bank of Montreal July 2010 - December 2011
Bank of Montreal February 2009 - July 2010
Bank of Montreal August 2005 - February 2009
Bank of Montreal May 2002 - August 2004
Manulife Financial October 2000 - May 2002
Canada Trust June 1999 - July 2000
Skills
Forecasting, Capital Markets, Cross-functional Team..., Internal Controls, Change Management, Financial Risk, Strategy, Analysis, Finance, Budgets, Basel II, Market Risk, Operational Risk, Business Planning, Investments, Financial Analysis, Securities, Credit, Risk Management, Strategic Financial..., Management, Credit Analysis, Strategic Planning, Due Diligence, PMO, Project Planning, Fixed Income, Derivatives, Banking, Bloomberg, Credit Risk, Leadership, FX Options, Enterprise Risk..., Managerial Finance, Financial Services, Business Process, Portfolio Management, Executive Management, New Product..., Business Analysis, Operational Risk..., Corporate Finance, Equities, Financial Markets, Investment Banking
Education
Brunel University London 2004 — 2005
MBA, Finance
Certified Management Accountants (CMA) 2003 — 2004
CMA, Accounting
McMaster University 1993 — 1997
BComm
BMO Capital Markets November 2014 - Present
Lakeridge Health June 2013 - Present
BMO Capital Markets November 2012 - October 2014
Bank of Montreal December 2011 - October 2012
Bank of Montreal July 2010 - December 2011
Bank of Montreal February 2009 - July 2010
Bank of Montreal August 2005 - February 2009
Bank of Montreal May 2002 - August 2004
Manulife Financial October 2000 - May 2002
Canada Trust June 1999 - July 2000
Skills
Forecasting, Capital Markets, Cross-functional Team..., Internal Controls, Change Management, Financial Risk, Strategy, Analysis, Finance, Budgets, Basel II, Market Risk, Operational Risk, Business Planning, Investments, Financial Analysis, Securities, Credit, Risk Management, Strategic Financial..., Management, Credit Analysis, Strategic Planning, Due Diligence, PMO, Project Planning, Fixed Income, Derivatives, Banking, Bloomberg, Credit Risk, Leadership, FX Options, Enterprise Risk..., Managerial Finance, Financial Services, Business Process, Portfolio Management, Executive Management, New Product..., Business Analysis, Operational Risk..., Corporate Finance, Equities, Financial Markets, Investment Banking
Education
Brunel University London 2004 — 2005
MBA, Finance
Certified Management Accountants (CMA) 2003 — 2004
CMA, Accounting
McMaster University 1993 — 1997
BComm
Jamie Heard, CFA Jamie Heard, CFA's BMO Capital Markets Experience April 2013 - January 2015
Job Energy Associate at Surveyor Capital
Industry Capital Markets
Experience
Surveyor Capital January 2015 - Present
The Fund @ Sprott May 2010 - Present
BMO Capital Markets April 2013 - January 2015
Barclays June 2011 - April 2013
Banff Sport Medicine Research Group July 2010 - July 2010
Carleton University May 2010 - July 2010
Owl Rafting May 2005 - June 2010
The Fund @ Sprott September 2008 - May 2010
Bridgewater Systems May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Leadership, Capital Markets, Bloomberg Terminal, DCF, Equity Capital Markets, Quantitative Analytics, Corporate Finance, Economics, Investments, Bloomberg, Equity Research, Market Research, Mutual Funds, Risk Assessment, Investment Banking, Research, Banking, Derivatives, Fixed Income
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science in Business Administration, Finance, 3.88
Carleton University 2006 — 2010
BCOM, Finance, Economics
Surveyor Capital January 2015 - Present
The Fund @ Sprott May 2010 - Present
BMO Capital Markets April 2013 - January 2015
Barclays June 2011 - April 2013
Banff Sport Medicine Research Group July 2010 - July 2010
Carleton University May 2010 - July 2010
Owl Rafting May 2005 - June 2010
The Fund @ Sprott September 2008 - May 2010
Bridgewater Systems May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Leadership, Capital Markets, Bloomberg Terminal, DCF, Equity Capital Markets, Quantitative Analytics, Corporate Finance, Economics, Investments, Bloomberg, Equity Research, Market Research, Mutual Funds, Risk Assessment, Investment Banking, Research, Banking, Derivatives, Fixed Income
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science in Business Administration, Finance, 3.88
Carleton University 2006 — 2010
BCOM, Finance, Economics
Jack Ablin Jack Ablin's BMO Capital Markets Experience 2001 - 2010
Job Chief Investment Officer at BMO Private Bank
Industry Banking
Experience
Harris Bank 2001 - Present
BMO Harris Private Banking 2001 - Present
BMO Capital Markets 2001 - 2010
Bank of Boston 1990 - 1996
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Wealth Management, Investment Management, Wealth Management..., Private Equity, Equity Research, Hedge Funds, Financial Modeling, Retirement Planning, Mutual Funds, Fixed Income, Bonds, Private Banking, Securities, Series 7, High Net Worth..., Alternative Investments, Financial Services, Asset Management, Capital Markets, Investment Advisory, Bloomberg, Financial Advisory, Derivatives, Series 63, Trading, ETFs
Education
Boston University 1984 — 1985
MBA, Finance
Vassar College 1977 — 1980
AB, Mathematics
Harris Bank 2001 - Present
BMO Harris Private Banking 2001 - Present
BMO Capital Markets 2001 - 2010
Bank of Boston 1990 - 1996
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Wealth Management, Investment Management, Wealth Management..., Private Equity, Equity Research, Hedge Funds, Financial Modeling, Retirement Planning, Mutual Funds, Fixed Income, Bonds, Private Banking, Securities, Series 7, High Net Worth..., Alternative Investments, Financial Services, Asset Management, Capital Markets, Investment Advisory, Bloomberg, Financial Advisory, Derivatives, Series 63, Trading, ETFs
Education
Boston University 1984 — 1985
MBA, Finance
Vassar College 1977 — 1980
AB, Mathematics
Dominic Petito Dominic Petito's BMO Capital Markets Experience July 2003 - April 2010
Job President & CEO at Wisdom Capital Partners, LLC
Industry Investment Banking
Experience
Wisdom Capital Partners, LLC January 2011 - Present
BMO Capital Markets July 2003 - April 2010
Gerard Klauer Mattison & Co. September 2000 - July 2003
Gerard Klauer Mattison & Co. December 1993 - August 2000
Dorsey & Whitney 1991 - 1993
The Fairchild Corporation September 1989 - April 1991
Paul Weiss April 1984 - August 1988
Hale Russell & Gray September 1980 - April 1984
Skills
Investment Banking, Mergers, Securities, Investments, Private Equity, Debt, Corporate Finance, Restructuring, Venture Capital, Equities, Funding, Alternative Investments, Asset Management, Banking, Business Valuation, Capital Markets, Capital, Commercial Banking, Corporate Law, Corporate Development, Due Diligence, Emerging Markets, Equity Research, Finance, Financial Modeling, Financial Markets, Financial Services, Financial Structuring, IPO, LBO, Leveraged Finance, M&A experience, Mergers & Acquisitions, Private Placements, Structured Finance, Valuation, Divestitures
Education
Boston University School of Law 1977 — 1980
J.D., Law
Columbia College (NY) 1973 — 1977
B.A., Political Science
Wisdom Capital Partners, LLC January 2011 - Present
BMO Capital Markets July 2003 - April 2010
Gerard Klauer Mattison & Co. September 2000 - July 2003
Gerard Klauer Mattison & Co. December 1993 - August 2000
Dorsey & Whitney 1991 - 1993
The Fairchild Corporation September 1989 - April 1991
Paul Weiss April 1984 - August 1988
Hale Russell & Gray September 1980 - April 1984
Skills
Investment Banking, Mergers, Securities, Investments, Private Equity, Debt, Corporate Finance, Restructuring, Venture Capital, Equities, Funding, Alternative Investments, Asset Management, Banking, Business Valuation, Capital Markets, Capital, Commercial Banking, Corporate Law, Corporate Development, Due Diligence, Emerging Markets, Equity Research, Finance, Financial Modeling, Financial Markets, Financial Services, Financial Structuring, IPO, LBO, Leveraged Finance, M&A experience, Mergers & Acquisitions, Private Placements, Structured Finance, Valuation, Divestitures
Education
Boston University School of Law 1977 — 1980
J.D., Law
Columbia College (NY) 1973 — 1977
B.A., Political Science
Oliver Brassard, CFA Oliver Brassard, CFA's BMO Capital Markets Experience July 2010 - Present
Job Equity Research Associate, Banks at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2010 - Present
NYU Stern School of Business August 2008 - July 2010
American Century Investments June 2009 - September 2009
Prudential Investments May 2006 - August 2008
International Council of Shopping Centers October 2004 - May 2006
Skills
Equities, Mutual Funds, Equity Research, Investment Management, Investments, Portfolio Management, Bloomberg, Financial Modeling, Capital Markets, Valuation, Asset Managment, Fixed Income, Financial Analysis, Due Diligence, Corporate Finance, Financial Institutions, Banking, Commercial Banking, Retail Banking, CFA, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Accounting, Financial Markets
Colgate University 2000 — 2004
BA, Mathematical Economics, Physics
BMO Capital Markets July 2010 - Present
NYU Stern School of Business August 2008 - July 2010
American Century Investments June 2009 - September 2009
Prudential Investments May 2006 - August 2008
International Council of Shopping Centers October 2004 - May 2006
Skills
Equities, Mutual Funds, Equity Research, Investment Management, Investments, Portfolio Management, Bloomberg, Financial Modeling, Capital Markets, Valuation, Asset Managment, Fixed Income, Financial Analysis, Due Diligence, Corporate Finance, Financial Institutions, Banking, Commercial Banking, Retail Banking, CFA, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Accounting, Financial Markets
Colgate University 2000 — 2004
BA, Mathematical Economics, Physics
J.J. McHale J.J. McHale's BMO Capital Markets Experience May 2010 - August 2015
Job Director, Debt Capital Markets at Bank of Montreal
Industry Investment Banking
Experience
BMO Capital Markets May 2010 - August 2015
Peak Ridge Capital October 2008 - April 2010
JPMorgan August 2000 - July 2008
BMO Capital Markets April 1995 - June 1998
Skills
Capital Markets, Investment Banking, Debt, Investments, Credit, Leveraged Finance, Origination, Customer Relations, Structuring, Financial Modeling, Private Equity, Corporate Finance, Bonds, Series 7, Credit Analysis, Financial Analysis, Venture Capital, Due Diligence, Credit Risk, Restructuring, Business Strategy, Banking, Fixed Income, LBO, Asset Management, High Yield, Private Placements, Capital Structure, Mezzanine, Valuation, Financial Structuring, Finance, Hedge Funds
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA, Finance
Carleton University 1991 — 1995
B. Comm, Accounting
BMO Capital Markets May 2010 - August 2015
Peak Ridge Capital October 2008 - April 2010
JPMorgan August 2000 - July 2008
BMO Capital Markets April 1995 - June 1998
Skills
Capital Markets, Investment Banking, Debt, Investments, Credit, Leveraged Finance, Origination, Customer Relations, Structuring, Financial Modeling, Private Equity, Corporate Finance, Bonds, Series 7, Credit Analysis, Financial Analysis, Venture Capital, Due Diligence, Credit Risk, Restructuring, Business Strategy, Banking, Fixed Income, LBO, Asset Management, High Yield, Private Placements, Capital Structure, Mezzanine, Valuation, Financial Structuring, Finance, Hedge Funds
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA, Finance
Carleton University 1991 — 1995
B. Comm, Accounting
Alex Sherry Alex Sherry's BMO Capital Markets Experience June 2014 - August 2014
Job Incoming Analyst at DC Energy
Industry Investment Management
Experience
BMO Capital Markets June 2014 - August 2014
D.K. Brede Investment Management June 2011 - August 2013
Hazel's Bakery November 2008 - January 2012
Massachusetts State Treasury: Alcoholic Beverages Control Commission June 2011 - August 2011
Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo June 2010 - August 2010
Massachusetts State Senate: Senator Marc Pacheco (D-Taunton) June 2009 - August 2009
Skills
Microsoft Excel, Java, Applied Mathematics, PowerPoint, Python, C, Matlab, Leadership, Budgets, Management
Education
Brown University 2011 — 2015
Bachelor of Science (BS), Applied Math-Economics
Needham High School 2007 — 2011
BMO Capital Markets June 2014 - August 2014
D.K. Brede Investment Management June 2011 - August 2013
Hazel's Bakery November 2008 - January 2012
Massachusetts State Treasury: Alcoholic Beverages Control Commission June 2011 - August 2011
Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo June 2010 - August 2010
Massachusetts State Senate: Senator Marc Pacheco (D-Taunton) June 2009 - August 2009
Skills
Microsoft Excel, Java, Applied Mathematics, PowerPoint, Python, C, Matlab, Leadership, Budgets, Management
Education
Brown University 2011 — 2015
Bachelor of Science (BS), Applied Math-Economics
Needham High School 2007 — 2011
Mark Brogan Mark Brogan's BMO Capital Markets Experience May 2015 - August 2015
Job Derivatives Operations Intern at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2015 - August 2015
BMO Capital Markets June 2014 - August 2014
The Judge Organization May 2013 - August 2013
Agganis Arena at Boston University September 2012 - December 2012
The Judge Organization May 2012 - August 2012
Skills
Microsoft Office, OS X, Public Speaking, Access, Interest Rate..., Python, Facebook, Social Media, Great Plains Software, Microsoft Dynamics, Windows, Adobe Creative Suite, Abacus, Finance
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance; Management Information Systems; Markets, Public Policy, and Law
Washington State University 2015 — 2015
Non-Degree, Sociology and Communications
Saint Joseph's High School 2008 — 2012
High School Diploma, Graduated Magna Cum Laude
BMO Capital Markets May 2015 - August 2015
BMO Capital Markets June 2014 - August 2014
The Judge Organization May 2013 - August 2013
Agganis Arena at Boston University September 2012 - December 2012
The Judge Organization May 2012 - August 2012
Skills
Microsoft Office, OS X, Public Speaking, Access, Interest Rate..., Python, Facebook, Social Media, Great Plains Software, Microsoft Dynamics, Windows, Adobe Creative Suite, Abacus, Finance
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance; Management Information Systems; Markets, Public Policy, and Law
Washington State University 2015 — 2015
Non-Degree, Sociology and Communications
Saint Joseph's High School 2008 — 2012
High School Diploma, Graduated Magna Cum Laude
Sassan Athari's BMO Capital Markets Experience May 2013 - Present
Job Sr. Process Specialist at BMO Capital Markets & Risk Infrastructure
Industry Information Technology and Services
Experience
BMO Capital Markets May 2013 - Present
Bank of Montreal April 2011 - May 2013
BMO Capital Markets & BMO Nesbittburns 2008 - 2011
BMO Capital Markets 2007 - 2008
Soroc Technology 2000 - 2007
Niknam August 1993 - December 1997
Skills
ITIL, Business Analysis, IT Service Management, Process Improvement, Leadership, SharePoint, IT Management, Vendor Management, Service Delivery, Management, Project Planning, System Deployment, Change Management, Project Management, Governance, Requirements Gathering, IT Strategy, HP, Team Leadership, Analysis, Six Sigma, SDLC, PMP, Business Intelligence, Microsoft Certified..., Dell Computers, A+, N+, MS Project, Disaster Recovery, IT Audit, Risk Management, CRM
Education
British Columbia Institute of Technology 1999 — 2000
Certificate, Computer Systems
Azad University 1989 — 1993
BA, English Language
BMO Capital Markets May 2013 - Present
Bank of Montreal April 2011 - May 2013
BMO Capital Markets & BMO Nesbittburns 2008 - 2011
BMO Capital Markets 2007 - 2008
Soroc Technology 2000 - 2007
Niknam August 1993 - December 1997
Skills
ITIL, Business Analysis, IT Service Management, Process Improvement, Leadership, SharePoint, IT Management, Vendor Management, Service Delivery, Management, Project Planning, System Deployment, Change Management, Project Management, Governance, Requirements Gathering, IT Strategy, HP, Team Leadership, Analysis, Six Sigma, SDLC, PMP, Business Intelligence, Microsoft Certified..., Dell Computers, A+, N+, MS Project, Disaster Recovery, IT Audit, Risk Management, CRM
Education
British Columbia Institute of Technology 1999 — 2000
Certificate, Computer Systems
Azad University 1989 — 1993
BA, English Language
Stanley Tran's BMO Capital Markets Experience September 2012 - June 2013
Job Associate at American Capital
Industry Investment Management
Experience
American Capital October 2014 - Present
Credit Suisse June 2013 - September 2014
BMO Capital Markets September 2012 - June 2013
Scotiabank Global Banking and Markets July 2011 - August 2012
Skills
Corporate Finance, Credit Analysis, Financial Modeling, Leveraged Finance, Project Finance, Capital Markets
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance; Minor in Political Science
The Bronx High School of Science 2003 — 2007
American Capital October 2014 - Present
Credit Suisse June 2013 - September 2014
BMO Capital Markets September 2012 - June 2013
Scotiabank Global Banking and Markets July 2011 - August 2012
Skills
Corporate Finance, Credit Analysis, Financial Modeling, Leveraged Finance, Project Finance, Capital Markets
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance; Minor in Political Science
The Bronx High School of Science 2003 — 2007
Kimberly Robinson Kimberly Robinson's BMO Capital Markets Experience December 2010 - May 2011
Job Executive Associate
Industry Financial Services
Experience
American Express May 2011 - Present
BMO Capital Markets December 2010 - May 2011
Ernst & Young August 2006 - December 2010
Ogden CAP Properties June 2003 - August 2006
Skills
Strategic Planning, Microsoft Office, Financial Modeling, Customer Service, Banking, PowerPoint, Outlook, Microsoft Excel
Education
John Jay College of Criminal Justice
Bachelor of Science (B.S.), Legal Studies
American Express May 2011 - Present
BMO Capital Markets December 2010 - May 2011
Ernst & Young August 2006 - December 2010
Ogden CAP Properties June 2003 - August 2006
Skills
Strategic Planning, Microsoft Office, Financial Modeling, Customer Service, Banking, PowerPoint, Outlook, Microsoft Excel
Education
John Jay College of Criminal Justice
Bachelor of Science (B.S.), Legal Studies
David Paravano David Paravano's BMO Capital Markets Experience July 2012 - Present
Job Vice President, Trading Products at BMO
Industry Financial Services
Experience
BMO Capital Markets July 2012 - Present
AstraZeneca February 2011 - April 2011
Bank of America Merrill Lynch July 2007 - September 2010
Right Away Mortgage January 2006 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Analytics, Investments, Corporate Finance, Quantitative Analytics, Data Analysis, Fixed Income, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
California State University-Long Beach - College of Business Administration 2002 — 2005
BS, Finance, Real Estate, & Law
BMO Capital Markets July 2012 - Present
AstraZeneca February 2011 - April 2011
Bank of America Merrill Lynch July 2007 - September 2010
Right Away Mortgage January 2006 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Analytics, Investments, Corporate Finance, Quantitative Analytics, Data Analysis, Fixed Income, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Master of Business Administration
California State University-Long Beach - College of Business Administration 2002 — 2005
BS, Finance, Real Estate, & Law
Brandon Quartararo Brandon Quartararo's BMO Capital Markets Experience July 2006 - July 2008
Job Director at Digital Capital Advisors
Industry Investment Banking
Experience
Digital Capital Advisors 2011 - Present
Siemer & Associates 2010 - 2011
6Pacific Partners July 2008 - January 2010
BMO Capital Markets July 2006 - July 2008
Skills
Investment Banking, Entrepreneurship, Venture Capital, Digital Media, CRM, Equities, Mergers & Acquisitions, Corporate Development, Capital IQ, Private Equity, LBO, Mergers, Strategy, Capital Raising, Leadership, Private Placements, Financial Advisory, Capital, Financial Services, M&A experience, Financial Modeling, DCF
Education
Claremont McKenna College 2002 — 2006
B.A., Economics & Psychology
Villanova
Digital Capital Advisors 2011 - Present
Siemer & Associates 2010 - 2011
6Pacific Partners July 2008 - January 2010
BMO Capital Markets July 2006 - July 2008
Skills
Investment Banking, Entrepreneurship, Venture Capital, Digital Media, CRM, Equities, Mergers & Acquisitions, Corporate Development, Capital IQ, Private Equity, LBO, Mergers, Strategy, Capital Raising, Leadership, Private Placements, Financial Advisory, Capital, Financial Services, M&A experience, Financial Modeling, DCF
Education
Claremont McKenna College 2002 — 2006
B.A., Economics & Psychology
Villanova
Marta Hansen, CPA, MBA's BMO Capital Markets Experience July 2004 - May 2007
Job Director Regulatory and Financial Reporting (FINOP)
Industry Accounting
Experience
New York Life & MainStay Investments May 2012 - Present
Barclays Investment Bank April 2010 - April 2012
Merrill Lynch 2007 - 2010
BMO Capital Markets July 2004 - May 2007
Skills
Finance, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Treasury Management, Financial Modeling, Back Office, Trading Systems, Bloomberg, Cash Management, AML, Accounting, Equities, Financial Advisory, Fixed Income, Series 24, Retirement Planning, Wealth Management, Capital Markets, CPA, Corporate Finance, Financial Reporting, Series 7, FINRA, Investments, Asset Management, Financial Planning, Management
Education
Capella University 2006 — 2009
Master of Business Administration (M.B.A.), Finance
New Jersey City University 1999 — 2002
Bachelor of Applied Science (BASc), Accounting
New York Life & MainStay Investments May 2012 - Present
Barclays Investment Bank April 2010 - April 2012
Merrill Lynch 2007 - 2010
BMO Capital Markets July 2004 - May 2007
Skills
Finance, Securities, Mutual Funds, Hedge Funds, Asset Allocation, Treasury Management, Financial Modeling, Back Office, Trading Systems, Bloomberg, Cash Management, AML, Accounting, Equities, Financial Advisory, Fixed Income, Series 24, Retirement Planning, Wealth Management, Capital Markets, CPA, Corporate Finance, Financial Reporting, Series 7, FINRA, Investments, Asset Management, Financial Planning, Management
Education
Capella University 2006 — 2009
Master of Business Administration (M.B.A.), Finance
New Jersey City University 1999 — 2002
Bachelor of Applied Science (BASc), Accounting
Marcia Lewis-Nieves Marcia Lewis-Nieves's BMO Capital Markets Experience October 2010 - November 2011
Job Human Resources Manager
Industry Mental Health Care
Experience
Unique Life Inc. December 2014 - Present
BMO Capital Markets October 2010 - November 2011
Skills
Administrative..., Sales, Hedge Funds, Negotiation, Account Management, People Management, People Development, Employee Benefits, Management, Talent Acquisition, Leadership, Interviews, Administrative..., Applicant Tracking..., Talent Management
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
BSc, Computing & Management
Herbert S. Lehman College 2000 — 2005
Bachelor of Science, Computing & Management
Unique Life Inc. December 2014 - Present
BMO Capital Markets October 2010 - November 2011
Skills
Administrative..., Sales, Hedge Funds, Negotiation, Account Management, People Management, People Development, Employee Benefits, Management, Talent Acquisition, Leadership, Interviews, Administrative..., Applicant Tracking..., Talent Management
Education
City University of New York-Herbert H. Lehman College 2000 — 2005
BSc, Computing & Management
Herbert S. Lehman College 2000 — 2005
Bachelor of Science, Computing & Management
David Geiman David Geiman's BMO Capital Markets Experience July 2013 - Present
Job FIG Investment Banking Associate, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Goldman Sachs March 2010 - June 2011
Goldman Sachs July 2008 - March 2010
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Fixed Income, Capital Markets, Commercial Banking, Risk Management, Corporate Actions, Investments, Equity Research, Hedge Funds, Finance, Analysis, Financial Analysis, Due Diligence, Derivatives, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Bucknell University 2004 — 2008
BS, Mechanical Engineering
BMO Capital Markets July 2013 - Present
BMO Capital Markets June 2012 - August 2012
Goldman Sachs March 2010 - June 2011
Goldman Sachs July 2008 - March 2010
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Fixed Income, Capital Markets, Commercial Banking, Risk Management, Corporate Actions, Investments, Equity Research, Hedge Funds, Finance, Analysis, Financial Analysis, Due Diligence, Derivatives, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Bucknell University 2004 — 2008
BS, Mechanical Engineering
Steven Lokanan Steven Lokanan's BMO Capital Markets Experience January 2015 - Present
Job Senior System Center Consultant
Industry Information Technology and Services
Experience
BMO Capital Markets January 2015 - Present
Skills
Windows Server, Hyper-V, Virtualization, SCOM, Windows Server 2003, SQL Server, Cloud Computing, SCCM, SCSM 2010 and 2012, Opalis, SCVMM 2008 and 2012, SCDPM 2007 - 2012, SCOR, SCVMM, System Center, Active Directory, 2008 R2, Disaster Recovery, Microsoft Technologies, Microsoft SQL Server, SCSM, Microsoft Exchange, VMware, Servers, SCDPM, Data Center, Citrix, vSphere, VMware ESX, System Deployment, Powershell, Cluster
Education
Centennial College 2008 — 2008
Certificate, Computer
Seneca College of Applied Arts and Technology 1994 — 1997
Diploma, Computer Analyst
BMO Capital Markets January 2015 - Present
Skills
Windows Server, Hyper-V, Virtualization, SCOM, Windows Server 2003, SQL Server, Cloud Computing, SCCM, SCSM 2010 and 2012, Opalis, SCVMM 2008 and 2012, SCDPM 2007 - 2012, SCOR, SCVMM, System Center, Active Directory, 2008 R2, Disaster Recovery, Microsoft Technologies, Microsoft SQL Server, SCSM, Microsoft Exchange, VMware, Servers, SCDPM, Data Center, Citrix, vSphere, VMware ESX, System Deployment, Powershell, Cluster
Education
Centennial College 2008 — 2008
Certificate, Computer
Seneca College of Applied Arts and Technology 1994 — 1997
Diploma, Computer Analyst
Matt See Matt See's BMO Capital Markets Experience July 2011 - July 2013
Job Analyst at Melvin Capital
Industry Financial Services
Experience
Melvin Capital June 2015 - Present
Alliance Consumer Growth, LLC September 2013 - May 2015
BMO Capital Markets July 2011 - July 2013
Education
Brown University 2007 — 2011
Economics
Melvin Capital June 2015 - Present
Alliance Consumer Growth, LLC September 2013 - May 2015
BMO Capital Markets July 2011 - July 2013
Education
Brown University 2007 — 2011
Economics
Filip Vlasak Filip Vlasak's BMO Capital Markets Experience May 2013 - June 2015
Job Senior Manager, Sales iGTB Americas
Industry Information Technology and Services
Experience
Intellect Design Arena Ltd A Polaris Group Company June 2015 - Present
BMO Capital Markets May 2013 - June 2015
BMO Financial Group December 2011 - May 2013
Comunidad de Madrid September 2009 - December 2009
Carleton University January 2009 - April 2009
Skills
French, Spanish, Project Management, Microsoft Office, Public Speaking, Client Service Oriented, Banking, Payments, Highly detail oriented, Communication, Relationship Management, Treasury Management, Time Management, Social Media, Marketing, Teamwork, Customer Service, Sales
Education
Carleton University 2007 — 2011
Bachelor of International Business, Marketing and Finance, High Honours
Universidad Autónoma de Madrid 2009 — 2010
International Exchange, Spanish, European Finance, International Marketing
Intellect Design Arena Ltd A Polaris Group Company June 2015 - Present
BMO Capital Markets May 2013 - June 2015
BMO Financial Group December 2011 - May 2013
Comunidad de Madrid September 2009 - December 2009
Carleton University January 2009 - April 2009
Skills
French, Spanish, Project Management, Microsoft Office, Public Speaking, Client Service Oriented, Banking, Payments, Highly detail oriented, Communication, Relationship Management, Treasury Management, Time Management, Social Media, Marketing, Teamwork, Customer Service, Sales
Education
Carleton University 2007 — 2011
Bachelor of International Business, Marketing and Finance, High Honours
Universidad Autónoma de Madrid 2009 — 2010
International Exchange, Spanish, European Finance, International Marketing
Nihal M. Guirguis Nihal M. Guirguis's BMO Capital Markets Experience December 2013 - Present
Job Senior Analyst, Finance at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets March 2005 - November 2013
The Executive Office of HH Sheikh Mohammed Bin Rashid El Maktoum, Dubai, UAE September 2003 - March 2004
MAADI COMMUNITY CHURCH 2002 - 2003
Maadi Community Church 1999 - 2002
FLASH TOUR 1996 - 1999
HETZEL REISEN GmbH 1994 - 1996
Skills
Analysis, Customer Service, Management, Business Analysis, Accounting, Administration, Budgets, Leadership, Microsoft Office, Process Improvement, Time Management, Cost Management, Budget Reconciliation, Business Process..., Microsoft Excel, MS Excel Pivot Tables
Education
Canadian Securities Institute
Sheridan College, Oakville
Sheridan College, Oakville
Sheridan College, Oakville
Microeconomics
International Institute for Administrative Professionals (IAAP), Kansas City, USA
Certified Administrative Professional
Cairo University 1985 — 1989
Bachelor’s Degree, Faculty of Arts
Deutsche Schule der Boromaerrinnen, Cairo - Egypt
BMO Capital Markets December 2013 - Present
BMO Capital Markets March 2005 - November 2013
The Executive Office of HH Sheikh Mohammed Bin Rashid El Maktoum, Dubai, UAE September 2003 - March 2004
MAADI COMMUNITY CHURCH 2002 - 2003
Maadi Community Church 1999 - 2002
FLASH TOUR 1996 - 1999
HETZEL REISEN GmbH 1994 - 1996
Skills
Analysis, Customer Service, Management, Business Analysis, Accounting, Administration, Budgets, Leadership, Microsoft Office, Process Improvement, Time Management, Cost Management, Budget Reconciliation, Business Process..., Microsoft Excel, MS Excel Pivot Tables
Education
Canadian Securities Institute
Sheridan College, Oakville
Sheridan College, Oakville
Sheridan College, Oakville
Microeconomics
International Institute for Administrative Professionals (IAAP), Kansas City, USA
Certified Administrative Professional
Cairo University 1985 — 1989
Bachelor’s Degree, Faculty of Arts
Deutsche Schule der Boromaerrinnen, Cairo - Egypt
Michael D'Agostino Michael D'Agostino's BMO Capital Markets Experience 2002 - 2006
Job Founder + CEO at Tentrr
Industry Internet
Experience
Tentrr March 2015 - Present
NYSE April 2010 - March 2015
Bear Stearns 2006 - 2008
BMO Capital Markets 2002 - 2006
Skills
Equities, Investment Banking, Valuation, Private Equity, Finance
Education
Bucknell University
BA, Political Science
Kingswood-Oxford School
Tentrr March 2015 - Present
NYSE April 2010 - March 2015
Bear Stearns 2006 - 2008
BMO Capital Markets 2002 - 2006
Skills
Equities, Investment Banking, Valuation, Private Equity, Finance
Education
Bucknell University
BA, Political Science
Kingswood-Oxford School
Brad Barnes Brad Barnes's BMO Capital Markets Experience November 2010 - September 2013
Job Senior Relationship Manager, Insurance & Financial Markets at RBC
Industry Financial Services
Experience
RBC March 2015 - Present
BMO Financial Group September 2013 - March 2015
BMO Capital Markets November 2010 - September 2013
American Marketing Association 2008 - 2011
BMO Bank of Montreal July 2008 - November 2010
GMAC June 2005 - March 2008
GMAC June 2003 - June 2005
GMAC 2001 - 2003
GMAC 2000 - 2001
Skills
Analytics, Press Releases, Sponsorship, Social Media, Digital Marketing, Sales, Sales Presentations, RFP, Training Delivery, Writing, Presentations, Presentation Development, Customer Experience, Customer Retention, Customer Engagement, Finance, Credit Analysis, Banking, Commercial Banking, Internet Banking, Management, Marketing, Financial Services, Retail, Employee Training, Direct Marketing, Email Marketing, Credit, CRM, Training, Program Management, Marketing Communications, Portfolio Management, Business Planning, Strategy, Sales Process, Time Management, Relationship Management, Analysis, Business Strategy, Public Relations, Lead Generation, Strategic Communications, Consulting, Market Research, Strategic Partnerships, Event Planning, Account Management, Competitive Analysis, Cash Management
Education
Carleton University
Bachelor of Arts, English
Association of Finance & Insurance Professionals
AFIP, Finance
Canadian Securities Institute
CSC, Finance
RBC March 2015 - Present
BMO Financial Group September 2013 - March 2015
BMO Capital Markets November 2010 - September 2013
American Marketing Association 2008 - 2011
BMO Bank of Montreal July 2008 - November 2010
GMAC June 2005 - March 2008
GMAC June 2003 - June 2005
GMAC 2001 - 2003
GMAC 2000 - 2001
Skills
Analytics, Press Releases, Sponsorship, Social Media, Digital Marketing, Sales, Sales Presentations, RFP, Training Delivery, Writing, Presentations, Presentation Development, Customer Experience, Customer Retention, Customer Engagement, Finance, Credit Analysis, Banking, Commercial Banking, Internet Banking, Management, Marketing, Financial Services, Retail, Employee Training, Direct Marketing, Email Marketing, Credit, CRM, Training, Program Management, Marketing Communications, Portfolio Management, Business Planning, Strategy, Sales Process, Time Management, Relationship Management, Analysis, Business Strategy, Public Relations, Lead Generation, Strategic Communications, Consulting, Market Research, Strategic Partnerships, Event Planning, Account Management, Competitive Analysis, Cash Management
Education
Carleton University
Bachelor of Arts, English
Association of Finance & Insurance Professionals
AFIP, Finance
Canadian Securities Institute
CSC, Finance
Adriana Santana's BMO Capital Markets Experience July 2009 - November 2011
Job Global Operations and Client Services Business Production & Technical Support at DTCC
Industry Investment Banking
Experience
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Deutsche Bank February 2013 - November 2014
Citi December 2011 - August 2012
BMO Capital Markets July 2009 - November 2011
Oppenheimer & Co. November 2008 - January 2009
Jefferies & Company September 2008 - November 2008
RBC Capital Markets June 2008 - August 2008
ABN AMRO Bank N.V. November 2007 - June 2008
Deutsche Bank March 2006 - November 2007
UBS Wealth Management October 2004 - March 2006
First New York Securities January 1998 - October 2004
Skills
Middle Office, International..., Capital Markets, Equities, Emerging Markets, Buy Backs, Deal Stocks, Bonds, Fixed Income, Restricted Stock, Buy-In's, Stock Loans, Call Backs, Straight Through..., Legend Removals, Financial Risk, Account Reconciliation, Foreign Currencies, FX trading, Financial Policies &..., Euroclear, Wire Transfers, Securities Lending, Buy-in, Securities, Trading, Bloomberg, Settlement, Currency, FX Options, Asset Management, Derivatives, Banking, Back Office, Operational Risk, Corporate Actions, ETFs, Investments, Trading Systems, Finance, Equity Derivatives, Hedge Funds, DTC, FX Trading, Team Leadership
Education
John Jay College of Criminal Justice
Bachelor's degree
Kyle Manning Kyle Manning's BMO Capital Markets Experience August 2014 - Present
Job Sales & Trading Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
BMO Capital Markets May 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Skills
Microsoft Excel, Options, Bloomberg, Capital Markets, Financial Analysis, Financial Accounting, Credit Analysis, Risk Assessment, Equities, VBA
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
City University London 2012 — 2012
Cass School of Business
Choate Rosemary Hall 2006 — 2010
High School Diploma
BMO Capital Markets August 2014 - Present
BMO Capital Markets May 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Skills
Microsoft Excel, Options, Bloomberg, Capital Markets, Financial Analysis, Financial Accounting, Credit Analysis, Risk Assessment, Equities, VBA
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
City University London 2012 — 2012
Cass School of Business
Choate Rosemary Hall 2006 — 2010
High School Diploma
Ivana Miao Ivana Miao's BMO Capital Markets Experience June 2009 - August 2009
Job Investment Banking Associate, TMT at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - June 2015
Goldman Sachs July 2011 - June 2014
Citi June 2010 - August 2010
BMO Capital Markets June 2009 - August 2009
Madewell May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Capital Markets, Bloomberg, Data Analysis, Strategy
Education
Brown University 2007 — 2011
B.A., Applied Mathematics - Economics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - June 2015
Goldman Sachs July 2011 - June 2014
Citi June 2010 - August 2010
BMO Capital Markets June 2009 - August 2009
Madewell May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Capital Markets, Bloomberg, Data Analysis, Strategy
Education
Brown University 2007 — 2011
B.A., Applied Mathematics - Economics
Kevin Smithies's BMO Capital Markets Experience August 2011 - February 2015
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Bob Post Bob Post's BMO Capital Markets Experience October 2013 - August 2014
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
BMO Capital Markets October 2013 - August 2014
MetLife Investments August 2011 - October 2013
Skills
Fixed Income, Financial Modeling, Investments, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Data Analysis, Securities, Equities, Asset Management, Microsoft Excel, Hedge Funds
Education
Colby College 2007 — 2011
BA, Economics; Financial Markets
Montclair Kimberley Academy 2004 — 2007
BlackRock September 2014 - Present
BMO Capital Markets October 2013 - August 2014
MetLife Investments August 2011 - October 2013
Skills
Fixed Income, Financial Modeling, Investments, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Data Analysis, Securities, Equities, Asset Management, Microsoft Excel, Hedge Funds
Education
Colby College 2007 — 2011
BA, Economics; Financial Markets
Montclair Kimberley Academy 2004 — 2007
Jean Gemayel, FRM Jean Gemayel, FRM's BMO Capital Markets Experience June 2015 - Present
Job Vice President Trade Floor Supervision at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
GE Capital April 2015 - June 2015
GE Capital September 2013 - March 2015
GE Capital February 2012 - September 2013
KGS-Alpha Capital Markets, L.P. July 2011 - August 2011
Voci Technologies May 2011 - July 2011
United Technologies August 2008 - December 2010
Helio LLC February 2007 - August 2008
Teleplus June 2004 - January 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Product Management, Business Strategy, Forecasting, Telecommunications, Cross-functional Team..., Business Analysis, Analytics, Quantitative Analytics, Mergers & Acquisitions, Strategic Planning, Strategic Financial..., CRM, Treasury, Call Centers, Start-ups, Management, Vendor Management, VBA, Risk Management, Project Management, Credit, Business Process..., Leadership, Competitive Analysis, Finance, Banking, Business Development, Strategy, Portfolio Management, Program Management, Process Improvement, Due Diligence, Executive Management, Pricing, Analysis, Budgets, Data Analysis, Hedging, Financial Forecasting, Business Planning, Management Consulting, Business Intelligence, FX Options, Investment Banking, Bloomberg, Financial Reporting
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting & Economics
Institut national des Télécommunications 2002 — 2005
MS, Telecommunications Engineering
University of California, Riverside 2003 — 2004
Exchange Student, Computer Science - business
Saint Joseph University 1998 — 2002
BS, Telecommunications and Computer Networking
BMO Capital Markets June 2015 - Present
GE Capital April 2015 - June 2015
GE Capital September 2013 - March 2015
GE Capital February 2012 - September 2013
KGS-Alpha Capital Markets, L.P. July 2011 - August 2011
Voci Technologies May 2011 - July 2011
United Technologies August 2008 - December 2010
Helio LLC February 2007 - August 2008
Teleplus June 2004 - January 2007
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Product Management, Business Strategy, Forecasting, Telecommunications, Cross-functional Team..., Business Analysis, Analytics, Quantitative Analytics, Mergers & Acquisitions, Strategic Planning, Strategic Financial..., CRM, Treasury, Call Centers, Start-ups, Management, Vendor Management, VBA, Risk Management, Project Management, Credit, Business Process..., Leadership, Competitive Analysis, Finance, Banking, Business Development, Strategy, Portfolio Management, Program Management, Process Improvement, Due Diligence, Executive Management, Pricing, Analysis, Budgets, Data Analysis, Hedging, Financial Forecasting, Business Planning, Management Consulting, Business Intelligence, FX Options, Investment Banking, Bloomberg, Financial Reporting
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting & Economics
Institut national des Télécommunications 2002 — 2005
MS, Telecommunications Engineering
University of California, Riverside 2003 — 2004
Exchange Student, Computer Science - business
Saint Joseph University 1998 — 2002
BS, Telecommunications and Computer Networking
Francis Suh Francis Suh's BMO Capital Markets Experience July 2013 - January 2015
Job Portfolio Strategy and Market Analytics Analyst at Disney Interactive
Industry Entertainment
Experience
Disney Interactive January 2015 - Present
BMO Capital Markets July 2013 - January 2015
Brown University January 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Equitable Origin September 2011 - December 2011
United Nations May 2011 - August 2011
Hyundai Motor Company May 2010 - July 2010
Skills
Valuation, Microsoft Excel, Business Strategy, Corporate Finance, Economics, Financial Modeling, Investment Banking, Data Analysis, Quantitative Analytics, Bloomberg, Microsoft Office, Microsoft Word
Education
Brown University 2009 — 2013
BA, Economics, International Relations
Korea University, International Summer Program 2010 — 2010
Ridge High School, Class of 2009 2006 — 2009
Disney Interactive January 2015 - Present
BMO Capital Markets July 2013 - January 2015
Brown University January 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Equitable Origin September 2011 - December 2011
United Nations May 2011 - August 2011
Hyundai Motor Company May 2010 - July 2010
Skills
Valuation, Microsoft Excel, Business Strategy, Corporate Finance, Economics, Financial Modeling, Investment Banking, Data Analysis, Quantitative Analytics, Bloomberg, Microsoft Office, Microsoft Word
Education
Brown University 2009 — 2013
BA, Economics, International Relations
Korea University, International Summer Program 2010 — 2010
Ridge High School, Class of 2009 2006 — 2009
Maggie Maffione Maggie Maffione's BMO Capital Markets Experience June 2012 - Present
Job Research Sales at Bank of Montreal
Industry Market Research
Experience
BMO Capital Markets June 2012 - Present
Merrill Lynch January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
PowerPoint, Equities, Facebook, Microsoft Excel, Microsoft Office, Social Media, Market Research, Sales, Spanish
Education
Boston University 2008 — 2012
Earning a BA, International Relations (Economics and Business; Asia
Fudan University 2010 — 2010
Phillips Academy Andover 2005 — 2008
INESBU: INSTITUO ESPANOL DE BURGOS 2007 — 2007
BMO Capital Markets June 2012 - Present
Merrill Lynch January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
PowerPoint, Equities, Facebook, Microsoft Excel, Microsoft Office, Social Media, Market Research, Sales, Spanish
Education
Boston University 2008 — 2012
Earning a BA, International Relations (Economics and Business; Asia
Fudan University 2010 — 2010
Phillips Academy Andover 2005 — 2008
INESBU: INSTITUO ESPANOL DE BURGOS 2007 — 2007
Gregg Lunceford, CFP's BMO Capital Markets Experience 1994 - 2000
Job Director, National Sales Effectiveness at BMO Harris Private Banking
Industry Banking
Experience
BMO Harris Private Banking August 2014 - Present
BMO Harris Private Banking August 2008 - July 2014
Chicago Scholars Foundation 2001 - 2013
Northern Trust 2001 - 2008
BMO Capital Markets 1994 - 2000
JP Morgan Chase 1992 - 1994
Skills
Series 7, Investment Advisory, Loans, Risk Management, Commercial Banking, Investments, Series 63, Relationship Management, Investment Strategies, Retirement Planning, Strategic Financial..., Credit Analysis, Credit, Wealth Management, High Net Worth..., Equities, Commercial Lending, Asset Allocation, Mutual Funds, Derivatives, Banking, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Securities, Asset Management, Hedge Funds, Wealth, Capital Markets, Estate Planning, Mortgage Lending, Investment Management, Wealth Management..., Private Banking, Fixed Income, ETFs, Series 65, Bloomberg, Investment Banking, Financial Services, Bonds, Financial Planning
Education
Case Western Reserve University
Doctor of Philosophy (Ph.D.)
Washington University in St. Louis
Master of Business Administration (M.B.A.)
Loyola University of Chicago
BBA, Business/Managerial Economics
Northwestern University
Financial Planning Studies
BMO Harris Private Banking August 2014 - Present
BMO Harris Private Banking August 2008 - July 2014
Chicago Scholars Foundation 2001 - 2013
Northern Trust 2001 - 2008
BMO Capital Markets 1994 - 2000
JP Morgan Chase 1992 - 1994
Skills
Series 7, Investment Advisory, Loans, Risk Management, Commercial Banking, Investments, Series 63, Relationship Management, Investment Strategies, Retirement Planning, Strategic Financial..., Credit Analysis, Credit, Wealth Management, High Net Worth..., Equities, Commercial Lending, Asset Allocation, Mutual Funds, Derivatives, Banking, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Securities, Asset Management, Hedge Funds, Wealth, Capital Markets, Estate Planning, Mortgage Lending, Investment Management, Wealth Management..., Private Banking, Fixed Income, ETFs, Series 65, Bloomberg, Investment Banking, Financial Services, Bonds, Financial Planning
Education
Case Western Reserve University
Doctor of Philosophy (Ph.D.)
Washington University in St. Louis
Master of Business Administration (M.B.A.)
Loyola University of Chicago
BBA, Business/Managerial Economics
Northwestern University
Financial Planning Studies
Angela Lin Fong Angela Lin Fong's BMO Capital Markets Experience July 2011 - May 2012
Job Associate at Law Offices of Henry Lee M. Fong
Industry Law Practice
Experience
Law Offices of Henry Lee M. Fong June 2012 - Present
BMO Capital Markets July 2011 - May 2012
Dewey & LeBoeuf LLP September 2006 - July 2011
Dewey Ballantine LLP June 2005 - August 2005
Skills
Securities Regulation, Corporate Law, Legal Writing
Education
Brooklyn Law School 2003 — 2006
JD, Law
Wellesley College 1999 — 2003
BA, International Relations
Law Offices of Henry Lee M. Fong June 2012 - Present
BMO Capital Markets July 2011 - May 2012
Dewey & LeBoeuf LLP September 2006 - July 2011
Dewey Ballantine LLP June 2005 - August 2005
Skills
Securities Regulation, Corporate Law, Legal Writing
Education
Brooklyn Law School 2003 — 2006
JD, Law
Wellesley College 1999 — 2003
BA, International Relations
Francis Li Francis Li's BMO Capital Markets Experience September 2007 - January 2008
Job Email Campaign Specialist at Rapp/DDB Canada
Industry Internet
Experience
Track DDB June 2015 - July 2015
Advocis 2012 - 2014
NEI Investments October 2010 - June 2012
Random House of Canada Limited March 2009 - October 2009
BMO Learning Institute September 2008 - January 2009
BMO Capital Markets September 2007 - January 2008
Schneider Electric May 2006 - April 2007
Lafarge October 2004 - December 2005
Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0
Education
Ryerson University 2000 — 2003
Bacholor of Commerce, Information Technology Management
Centennial College 1996 — 2000
Computer Programmer/Analyst
Track DDB June 2015 - July 2015
Advocis 2012 - 2014
NEI Investments October 2010 - June 2012
Random House of Canada Limited March 2009 - October 2009
BMO Learning Institute September 2008 - January 2009
BMO Capital Markets September 2007 - January 2008
Schneider Electric May 2006 - April 2007
Lafarge October 2004 - December 2005
Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0
Education
Ryerson University 2000 — 2003
Bacholor of Commerce, Information Technology Management
Centennial College 1996 — 2000
Computer Programmer/Analyst
Bradford Walker Bradford Walker's BMO Capital Markets Experience 2009 - July 2013
Job Director, Public Finance at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
BMO Capital Markets 2009 - July 2013
Goldman, Sachs & Co. July 2007 - January 2009
Goldman, Sachs & Co. July 2003 - July 2007
Moffatt & Nichol June 2002 - August 2002
U.S. House of Representatives September 2001 - December 2001
Church of Jesus Christ of Latter-Day Saints October 1997 - October 1999
Education
Brigham Young University 1999 — 2002
Bachelor of Arts, Economics and Business Management
Bank of America Merrill Lynch July 2013 - Present
BMO Capital Markets 2009 - July 2013
Goldman, Sachs & Co. July 2007 - January 2009
Goldman, Sachs & Co. July 2003 - July 2007
Moffatt & Nichol June 2002 - August 2002
U.S. House of Representatives September 2001 - December 2001
Church of Jesus Christ of Latter-Day Saints October 1997 - October 1999
Education
Brigham Young University 1999 — 2002
Bachelor of Arts, Economics and Business Management
Hani Jamal's BMO Capital Markets Experience July 2008 - September 2014
Job Systems Administrator at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial September 2014 - Present
BMO Capital Markets July 2008 - September 2014
BMO Financial Group 2006 - 2008
IBM Canada Ltd. 2004 - 2006
Skills
Active Directory, Sybase, Unix, VMware, Business Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Trading Systems, Requirements Analysis, SDLC, ITIL Certified, Virtualization, Market Data, SCCM, vSphere, SCOM, Powershell, Networking, TCP, CCNA, PMP, Oracle Applications, BMC Patrol, Control M, System Monitoring, CMDB, Systems Management, Proactive Monitoring, Performance Management, Monitoring Performance, ITIL, Vendor Management, Disaster Recovery, Project Management, IT Management, Integration
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (B.Com.), Business technology management
Centennial College 2003 — 2006
Advanced Diploma, Networking Professional, Information Technology
Sun Life Financial September 2014 - Present
BMO Capital Markets July 2008 - September 2014
BMO Financial Group 2006 - 2008
IBM Canada Ltd. 2004 - 2006
Skills
Active Directory, Sybase, Unix, VMware, Business Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Trading Systems, Requirements Analysis, SDLC, ITIL Certified, Virtualization, Market Data, SCCM, vSphere, SCOM, Powershell, Networking, TCP, CCNA, PMP, Oracle Applications, BMC Patrol, Control M, System Monitoring, CMDB, Systems Management, Proactive Monitoring, Performance Management, Monitoring Performance, ITIL, Vendor Management, Disaster Recovery, Project Management, IT Management, Integration
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (B.Com.), Business technology management
Centennial College 2003 — 2006
Advanced Diploma, Networking Professional, Information Technology
Katherine Zyhar Katherine Zyhar's BMO Capital Markets Experience September 2011 - March 2012
Job Marketing and Development Coordinator, Office of Development and Alumni Engagement at Centennial College
Industry Marketing and Advertising
Experience
Centennial College August 2013 - Present
Cowman's Construction May 2012 - October 2013
BMO Capital Markets September 2011 - March 2012
Pro Elite Football Camp April 2011 - September 2011
Michael ‘Pinball’ Clemons Foundation January 2011 - June 2011
Solutions With Impact May 2010 - October 2010
Our Answer to the Cure Trivia Night January 2010 - October 2010
CMG Marketing March 2008 - October 2009
Skills
Marketing, Fundraising, Sponsorship, Customer Service, Event Management, Event Planning, Microsoft Office, Time Management, Management, Sales, Social Networking, Marketing Communications
Education
George Brown College 2010 — 2010
Post Graduate Certificate, Sport and Event Marketing Co-op Program
Brock University 2003 — 2007
BBA, Bachelor of Business Administration Program
Centennial College August 2013 - Present
Cowman's Construction May 2012 - October 2013
BMO Capital Markets September 2011 - March 2012
Pro Elite Football Camp April 2011 - September 2011
Michael ‘Pinball’ Clemons Foundation January 2011 - June 2011
Solutions With Impact May 2010 - October 2010
Our Answer to the Cure Trivia Night January 2010 - October 2010
CMG Marketing March 2008 - October 2009
Skills
Marketing, Fundraising, Sponsorship, Customer Service, Event Management, Event Planning, Microsoft Office, Time Management, Management, Sales, Social Networking, Marketing Communications
Education
George Brown College 2010 — 2010
Post Graduate Certificate, Sport and Event Marketing Co-op Program
Brock University 2003 — 2007
BBA, Bachelor of Business Administration Program
Costa Kanellakos Costa Kanellakos's BMO Capital Markets Experience September 2009 - December 2010
Job Manager, Workforce Strategy & Planning at BMO, Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal January 2012 - Present
BMO Bank of Montreal December 2010 - January 2012
BMO Capital Markets September 2009 - December 2010
Bank of Montreal February 2007 - August 2009
Bank of Montreal December 2005 - February 2007
Bank of Montreal April 2004 - February 2005
Holiday Inn Hotel & Suites January 2003 - April 2004
Quality Hotel Dorval October 2001 - December 2002
Skills
Banking, Team Leadership, Business Analysis, Coaching, Strategic Planning, Customer Service, Risk Management, Business Strategy, Analysis, Project Management, Microsoft Excel, Data Analysis, Microsoft Office, Performance Management, Forecasting, Change Management, Project Planning, Team Building, Financial Analysis, Budgets
Education
Concordia University
Bachelor, Finance
CEGEP - John Abbott College
ecole secondaire des sources
Bank of Montreal January 2012 - Present
BMO Bank of Montreal December 2010 - January 2012
BMO Capital Markets September 2009 - December 2010
Bank of Montreal February 2007 - August 2009
Bank of Montreal December 2005 - February 2007
Bank of Montreal April 2004 - February 2005
Holiday Inn Hotel & Suites January 2003 - April 2004
Quality Hotel Dorval October 2001 - December 2002
Skills
Banking, Team Leadership, Business Analysis, Coaching, Strategic Planning, Customer Service, Risk Management, Business Strategy, Analysis, Project Management, Microsoft Excel, Data Analysis, Microsoft Office, Performance Management, Forecasting, Change Management, Project Planning, Team Building, Financial Analysis, Budgets
Education
Concordia University
Bachelor, Finance
CEGEP - John Abbott College
ecole secondaire des sources
Lindsay Micarelli-Bennett Lindsay Micarelli-Bennett's BMO Capital Markets Experience March 2011 - Present
Job Senior Administrative Assistant at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2011 - Present
Jefferies April 2005 - March 2010
Education
Colby-Sawyer College 1999 — 2003
Bachelor’s Degree, Communityand Environmental Studies
BMO Capital Markets March 2011 - Present
Jefferies April 2005 - March 2010
Education
Colby-Sawyer College 1999 — 2003
Bachelor’s Degree, Communityand Environmental Studies
Kristin Crisp's BMO Capital Markets Experience May 2013 - Present
Job Executive Assistant/ Administrative Coordinator at Zachry Group
Industry Investment Banking
Experience
Zachry Group November 2014 - Present
BMO Capital Markets May 2013 - Present
Houston Texas Consulting September 2011 - March 2013
Coca-Cola Enterprises July 2009 - September 2011
Skills
Recruiting, Administrative..., Management, Travel Arrangements, Administration, Executive..., Calendaring, C-Level Executive..., International Travel, Expense Reports, Meeting Planning, Meeting Scheduling, Meeting Minutes, Events Coordination, Client Liaison, Interviews, New Hire Orientations, Analysis, Employee Benefits, Microsoft Excel, Human Resources, Proposal Writing, Microsoft Office, Event Planning, Construction, Construction Management
Education
Brazosport College 2010 — 2012
Angleton High School 2005 — 2009
Zachry Group November 2014 - Present
BMO Capital Markets May 2013 - Present
Houston Texas Consulting September 2011 - March 2013
Coca-Cola Enterprises July 2009 - September 2011
Skills
Recruiting, Administrative..., Management, Travel Arrangements, Administration, Executive..., Calendaring, C-Level Executive..., International Travel, Expense Reports, Meeting Planning, Meeting Scheduling, Meeting Minutes, Events Coordination, Client Liaison, Interviews, New Hire Orientations, Analysis, Employee Benefits, Microsoft Excel, Human Resources, Proposal Writing, Microsoft Office, Event Planning, Construction, Construction Management
Education
Brazosport College 2010 — 2012
Angleton High School 2005 — 2009
Emily Amarel's BMO Capital Markets Experience June 2013 - Present
Job
Industry Writing and Editing
Experience
BMO Capital Markets June 2013 - Present
The Skint December 2012 - November 2013
LIT August 2012 - August 2013
Patch.com May 2012 - February 2013
US Green Building Council March 2009 - August 2011
First Book May 2008 - November 2008
United Educators January 2007 - May 2008
Skills
Research, Grant Preparation, Grants, Sustainability, Microsoft Office, Non-profits, Writing, Creative Nonfiction..., Volunteer Management, Volunteer Training, Creative Writing, Editing, Customer Service, Social Media, Program Development, Grant Management, Line Editing, Online Research, HTML, Program Management, Public Speaking, Proofreading, Project Management, Grant Monitoring, Event Planning, Grant Reviewing, Proposal Writing, Social Networking, LEED, Green Building, Google Apps, Kintera, Editorial, Storytelling
Education
The New School 2011 — 2013
MFA, Creative Writing: Creative Nonfiction
California State University-Chico 2000 — 2005
BA, International Relations and Spanish
Pontificia Universidad Católica de Chile 2003 — 2004
International Relations; Spanish
BMO Capital Markets June 2013 - Present
The Skint December 2012 - November 2013
LIT August 2012 - August 2013
Patch.com May 2012 - February 2013
US Green Building Council March 2009 - August 2011
First Book May 2008 - November 2008
United Educators January 2007 - May 2008
Skills
Research, Grant Preparation, Grants, Sustainability, Microsoft Office, Non-profits, Writing, Creative Nonfiction..., Volunteer Management, Volunteer Training, Creative Writing, Editing, Customer Service, Social Media, Program Development, Grant Management, Line Editing, Online Research, HTML, Program Management, Public Speaking, Proofreading, Project Management, Grant Monitoring, Event Planning, Grant Reviewing, Proposal Writing, Social Networking, LEED, Green Building, Google Apps, Kintera, Editorial, Storytelling
Education
The New School 2011 — 2013
MFA, Creative Writing: Creative Nonfiction
California State University-Chico 2000 — 2005
BA, International Relations and Spanish
Pontificia Universidad Católica de Chile 2003 — 2004
International Relations; Spanish
Brett Whysel's BMO Capital Markets Experience October 2010 - Present
Job Decision Analyst, Financial Product Structurer, CSuite Influencer and Manager with 25 Years Capital Markets Experience
Industry Capital Markets
Experience
BMO Capital Markets October 2010 - Present
Ziegler March 2009 - September 2010
Citigroup March 1994 - January 2009
Skills
Capital Markets, Structured Products, Finance, Financial Modeling, Investment Banking, Bonds, Derivatives, Financial Risk, Management, Hedging, Options, Swaps, Statistics, Municipalities, Monte Carlo Simulation, Pensions, Technical Writing, Photography, Financial Analysis, Fixed Income, Options Pricing, Public Speaking, College Recruiting, Investments, Mentoring, Risk Management, Financial Structuring
Education
Columbia University in the City of New York 1999 — 1999
MA, Philosophy
Carnegie Mellon University 1984 — 1988
BS, Managerial Economics & French
Université Paris Sorbonne (Paris IV) 1986 — 1987
Certificate, French Culture and Civilization
BMO Capital Markets October 2010 - Present
Ziegler March 2009 - September 2010
Citigroup March 1994 - January 2009
Skills
Capital Markets, Structured Products, Finance, Financial Modeling, Investment Banking, Bonds, Derivatives, Financial Risk, Management, Hedging, Options, Swaps, Statistics, Municipalities, Monte Carlo Simulation, Pensions, Technical Writing, Photography, Financial Analysis, Fixed Income, Options Pricing, Public Speaking, College Recruiting, Investments, Mentoring, Risk Management, Financial Structuring
Education
Columbia University in the City of New York 1999 — 1999
MA, Philosophy
Carnegie Mellon University 1984 — 1988
BS, Managerial Economics & French
Université Paris Sorbonne (Paris IV) 1986 — 1987
Certificate, French Culture and Civilization
Ginny Chiarello's BMO Capital Markets Experience July 2007 - May 2010
Job Portfolio Manager at Plexus Capital, LLC
Industry Investment Management
Experience
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Radu Patrichi, CFA's BMO Capital Markets Experience 2006 - 2006
Job Corporate Development at Autodesk
Industry Computer Software
Experience
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
Sandip Kalia's BMO Capital Markets Experience June 2014 - Present
Job Sr.Technology Officer at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets June 2014 - Present
A Hundred Answers February 2014 - May 2014
RBC Capital Markets May 2010 - November 2013
Hydro One 2008 - 2010
Marketwire 2007 - 2008
Burntsand January 2005 - March 2007
Ideaca 2003 - 2005
Skills
CRM, SharePoint 2010, SharePoint 2007, Solution Architecture, Business Analysis, CRM Integration, Scribe Insight, Management, Enterprise Architecture, Integration, SharePoint, Business Intelligence, Requirements Analysis, Business Process, Business Requirements, Software Project..., IT Strategy, Enterprise Software, SDLC
Education
Carleton University
BMO Capital Markets June 2014 - Present
A Hundred Answers February 2014 - May 2014
RBC Capital Markets May 2010 - November 2013
Hydro One 2008 - 2010
Marketwire 2007 - 2008
Burntsand January 2005 - March 2007
Ideaca 2003 - 2005
Skills
CRM, SharePoint 2010, SharePoint 2007, Solution Architecture, Business Analysis, CRM Integration, Scribe Insight, Management, Enterprise Architecture, Integration, SharePoint, Business Intelligence, Requirements Analysis, Business Process, Business Requirements, Software Project..., IT Strategy, Enterprise Software, SDLC
Education
Carleton University
Rachel Martens's BMO Capital Markets Experience 2008 - 2009
Job Director, Strategy and Planning
Industry Pharmaceuticals
Experience
Sanofi January 2015 - Present
Sanofi September 2013 - December 2014
Sanofi July 2011 - September 2013
Sanofi June 2010 - August 2010
BMO Capital Markets 2008 - 2009
BMO Capital Markets 2005 - 2008
Credit Suisse 2004 - 2004
Skills
Investment Banking, Financial Modeling, Business Development, Pharmaceutical Industry, Biotechnology Industry, Valuation, Private Placements, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Planning, Strategy, Strategic Planning, Business Strategy, Management, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sanofi January 2015 - Present
Sanofi September 2013 - December 2014
Sanofi July 2011 - September 2013
Sanofi June 2010 - August 2010
BMO Capital Markets 2008 - 2009
BMO Capital Markets 2005 - 2008
Credit Suisse 2004 - 2004
Skills
Investment Banking, Financial Modeling, Business Development, Pharmaceutical Industry, Biotechnology Industry, Valuation, Private Placements, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Planning, Strategy, Strategic Planning, Business Strategy, Management, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Matt Taylor, CFA's BMO Capital Markets Experience October 2007 - September 2009
Job Medical Supplies and Devices Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2009 - Present
BMO Capital Markets October 2007 - September 2009
Morgan Stanley September 2005 - June 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Series 7, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
MBA, Finance, GPA 3.96
Boston University 1998 — 2002
B.S., Biomedical Engineering, Cum Laude
Barclays Capital September 2009 - Present
BMO Capital Markets October 2007 - September 2009
Morgan Stanley September 2005 - June 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Capital Markets, Series 7, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
MBA, Finance, GPA 3.96
Boston University 1998 — 2002
B.S., Biomedical Engineering, Cum Laude
Anthony Moretti's BMO Capital Markets Experience March 2005 - June 2008
Job Investment Banker
Industry Investment Banking
Experience
BMO Capital Markets March 2005 - June 2008
RBC Capital Markets November 2000 - February 2005
Tucker Anthony Sutro January 1998 - October 2000
Skills
Mergers & Acquisitions, Financial Structuring, Equities, Finance, Strategy, Mergers, Financial Modeling, Management Consulting, Private Equity, Digital Media, Investment Banking, Corporate Development, Venture Capital, Corporate Finance, Start-ups, Business Strategy, Strategic Planning, M&A experience, Valuation, Business Development
Education
Brown University
Bachelor of Arts, Business Economics
Cranston East High School
BMO Capital Markets March 2005 - June 2008
RBC Capital Markets November 2000 - February 2005
Tucker Anthony Sutro January 1998 - October 2000
Skills
Mergers & Acquisitions, Financial Structuring, Equities, Finance, Strategy, Mergers, Financial Modeling, Management Consulting, Private Equity, Digital Media, Investment Banking, Corporate Development, Venture Capital, Corporate Finance, Start-ups, Business Strategy, Strategic Planning, M&A experience, Valuation, Business Development
Education
Brown University
Bachelor of Arts, Business Economics
Cranston East High School
Harroff, John's BMO Capital Markets Experience 2007 - 2009
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital 2014 - Present
United States Medical Supply 2015 - Present
Lexmark Carpet 2014 - Present
Big Tex Trailers 2014 - Present
Essex Woodlands May 2013 - August 2013
HIV Law Project 2009 - 2013
Riverside Partners 2010 - 2012
BMO Capital Markets 2007 - 2009
Skills
Private Equity
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2003 — 2007
B.A.
H.I.G. Capital 2014 - Present
United States Medical Supply 2015 - Present
Lexmark Carpet 2014 - Present
Big Tex Trailers 2014 - Present
Essex Woodlands May 2013 - August 2013
HIV Law Project 2009 - 2013
Riverside Partners 2010 - 2012
BMO Capital Markets 2007 - 2009
Skills
Private Equity
Education
The Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2003 — 2007
B.A.
Tracy Carlson, CMP's BMO Capital Markets Experience January 2008 - March 2012
Job Senior Manager & Team Lead, EventBased Marketing at BMO Financial Group
Industry Events Services
Experience
BMO Financial Group May 2014 - Present
BMO Harris Bank January 2010 - Present
BMO Capital Markets January 2008 - March 2012
LaSalle Bank April 2005 - 2008
Southwest Airlines April 2004 - April 2005
Paulette Wolf Events & Entertainment September 2003 - February 2004
Bank One September 1999 - September 2003
Skills
People Skills, Budgets, Organization
Education
Calvin College 1995 — 1999
BA, Business
BMO Financial Group May 2014 - Present
BMO Harris Bank January 2010 - Present
BMO Capital Markets January 2008 - March 2012
LaSalle Bank April 2005 - 2008
Southwest Airlines April 2004 - April 2005
Paulette Wolf Events & Entertainment September 2003 - February 2004
Bank One September 1999 - September 2003
Skills
People Skills, Budgets, Organization
Education
Calvin College 1995 — 1999
BA, Business
David Meers's BMO Capital Markets Experience March 2014 - Present
Job Associate, US Securitization at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2014 - Present
BMO Capital Markets June 2013 - October 2013
Bank of America Merrill Lynch October 2010 - May 2013
PPM America April 2008 - March 2011
Bank of America April 2006 - April 2008
Bank of America January 2004 - April 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance
Bradley University 1999 — 2003
Bachelor of Science, Finance
BMO Capital Markets March 2014 - Present
BMO Capital Markets June 2013 - October 2013
Bank of America Merrill Lynch October 2010 - May 2013
PPM America April 2008 - March 2011
Bank of America April 2006 - April 2008
Bank of America January 2004 - April 2006
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance
Bradley University 1999 — 2003
Bachelor of Science, Finance
Raymond Deacon's BMO Capital Markets Experience June 2004 - June 2008
Job Investor Relations at Warren E&P
Industry Investment Banking
Experience
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Warren E&P June 2015 - Present
Energy Argus LLC December 2014 - Present
Canaccord Genuity Group Inc. April 2014 - November 2014
Brean Murray, Carret & Co. July 2011 - April 2014
Pritchard Capital Partners August 2008 - July 2011
BMO Capital Markets June 2004 - June 2008
First Albany Capital 2004 - 2005
Forest Oil Corporation November 2002 - March 2003
Dain Raushcer 1997 - 2002
Capital One Southcoast January 1997 - August 1999
Skills
Equities, Investment Banking, Energy, Hedge Funds, Commodities, Proactive marketing, Employer Branding, Stock Picking, Commodity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1990 — 1991
Masters of Arts, Classics
Colgate University 1986 — 1990
BA, Classics & German
Classical High School
Classical High School
Robert Fraiman's BMO Capital Markets Experience January 2001 - January 2004
Job President/CEO at Cain Brothers
Industry Investment Banking
Experience
Cain Brothers January 2004 - Present
BMO Capital Markets January 2001 - January 2004
Bear, Stearns & Co. Inc. 1985 - 2001
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Colgate University 1976 — 1980
B.A., History
Cain Brothers January 2004 - Present
BMO Capital Markets January 2001 - January 2004
Bear, Stearns & Co. Inc. 1985 - 2001
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Colgate University 1976 — 1980
B.A., History
Edward Williams's BMO Capital Markets Experience August 1999 - Present
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 1999 - Present
Harris Nesbitt July 2003 - June 2006
Gerard Klauer Mattison August 1999 - July 2003
Monness, Crespi, Hardt May 1994 - July 1999
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Investments, Asset Management, Capital Markets, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, Bloomberg, Alternative Investments, Corporate Finance, Finance, Investment Banking, Portfolio Management, Digital Media, Video Games, Internet of Things
Education
Bucknell University 1989 — 1993
BA, Political Science
Deerfield Academy 1985 — 1989
Brunswick
BMO Capital Markets August 1999 - Present
Harris Nesbitt July 2003 - June 2006
Gerard Klauer Mattison August 1999 - July 2003
Monness, Crespi, Hardt May 1994 - July 1999
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Equity Research, Investments, Asset Management, Capital Markets, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, Bloomberg, Alternative Investments, Corporate Finance, Finance, Investment Banking, Portfolio Management, Digital Media, Video Games, Internet of Things
Education
Bucknell University 1989 — 1993
BA, Political Science
Deerfield Academy 1985 — 1989
Brunswick
Dax Philbert, LLM's BMO Capital Markets Experience April 2012 - January 2013
Job Governance, Risk & Compliance Regulatory Change
Industry Financial Services
Experience
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
iComply Consulting Inc. November 2002 - Present
Société Générale March 2015 - Present
Deutsche Bank May 2013 - January 2015
BMO Capital Markets April 2012 - January 2013
TD Securities - Trading Risk Strategies - Strategic Initiatives January 2012 - April 2012
Gluskin Sheff + Associates November 2009 - November 2011
Open Text Corporation July 2007 - 2008
CIBC August 2004 - November 2006
Open Access Limited 2003 - 2004
The Canada Life Assurance Company 2003 - 2003
Skills
Dodd-Frank, Volcker..., Risk Management, Financial Risk, Business Analysis, Derivatives, Policy Writing, Procedural Documentation, Compliance, Compliance..., International..., Project Management, System Design, Commercial Mortgages, Residential Mortgages, Product Design, Hedge Funds, Global Investment..., ETFs, International Law, Mutual Funds, Project Portfolio..., Fixed Income, Securities, AML, Operational Risk, Trading, Corporate Governance, Anti Money Laundering, Capital Markets, Financial Services
Education
University of Liverpool 2010 — 2012
LLM, Masters of Law in International Finance & Banking
GARP 2009 — 2009
International Certificate Banking Risk and Regulations, Risk Management
University of Toronto at Scarborough 1993 — 1995
Social Science
Carleton University 1992 — 1993
Social Science
Jean R. Elie Jr.'s BMO Capital Markets Experience 1999 - 2007
Job Vice President at Wells Fargo Business Credit
Industry Banking
Experience
Wells Fargo Business Credit July 2007 - Present
BMO Capital Markets 1999 - 2007
LaSalle Bank 1997 - 1999
Major Pharmaceutical 1996 - 1997
Sanwa Business Credit 1994 - 1996
Skills
Asset Based Lending, Financial Analysis, Middle Market, Cash Management, Accounts Receivable, Commercial Lending, Banking, Loans, Credit Analysis, Financial Modeling, Credit, Capital Markets, Budgets, Credit Risk, Strategic Planning, Investments, Commercial Banking, Portfolio Management, Corporate Finance
Education
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2006
Executive MBA
Bradley University 1979 — 1984
B.A., Accounting
Wells Fargo Business Credit July 2007 - Present
BMO Capital Markets 1999 - 2007
LaSalle Bank 1997 - 1999
Major Pharmaceutical 1996 - 1997
Sanwa Business Credit 1994 - 1996
Skills
Asset Based Lending, Financial Analysis, Middle Market, Cash Management, Accounts Receivable, Commercial Lending, Banking, Loans, Credit Analysis, Financial Modeling, Credit, Capital Markets, Budgets, Credit Risk, Strategic Planning, Investments, Commercial Banking, Portfolio Management, Corporate Finance
Education
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2006
Executive MBA
Bradley University 1979 — 1984
B.A., Accounting
Ari Klein's BMO Capital Markets Experience June 2009 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2005 - April 2009
Global Communications Services (GCS) 2004 - 2005
Skills
Financial Modeling, Analysis, Equities, Financial Analysis
Education
City University of New York-Brooklyn College 2001 — 2004
BS
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2005 - April 2009
Global Communications Services (GCS) 2004 - 2005
Skills
Financial Modeling, Analysis, Equities, Financial Analysis
Education
City University of New York-Brooklyn College 2001 — 2004
BS
Juliet Barnes's BMO Capital Markets Experience 1995 - 2007
Job Director at Siemens Financial
Industry Financial Services
Experience
Siemens Financial April 2008 - Present
Deutsche Bank January 2007 - March 2008
BMO Capital Markets 1995 - 2007
Chase Manhattan Bank 1993 - 1994
Education
Colgate University
BS, Economics
Siemens Financial April 2008 - Present
Deutsche Bank January 2007 - March 2008
BMO Capital Markets 1995 - 2007
Chase Manhattan Bank 1993 - 1994
Education
Colgate University
BS, Economics
Candace Dunlop's BMO Capital Markets Experience Sr. Business AnalystBMO Nesibtt BurnsApril 1997 - November 2007
Job Operations Specialist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets Sr. Business AnalystBMO Nesibtt BurnsApril 1997 - November 2007
Skills
Business Analysis, Equities, Capital Markets, Fixed Income, Derivatives, Finance, Banking, Securities, Back Office, Financial Services, Trading, Bloomberg, Investment Banking, Portfolio Management, Risk Management
Education
OCAD University 1990 — 1993
BA, Environmental Design
Brock University
Englis /History
Niagara College
Computer Studies
BMO Capital Markets Sr. Business AnalystBMO Nesibtt BurnsApril 1997 - November 2007
Skills
Business Analysis, Equities, Capital Markets, Fixed Income, Derivatives, Finance, Banking, Securities, Back Office, Financial Services, Trading, Bloomberg, Investment Banking, Portfolio Management, Risk Management
Education
OCAD University 1990 — 1993
BA, Environmental Design
Brock University
Englis /History
Niagara College
Computer Studies
Rachel Sacco (Felsenthal)'s BMO Capital Markets Experience December 2009 - Present
Job Law Practice Professional
Industry Law Practice
Experience
BMO Capital Markets December 2009 - Present
National Stock Exchange March 2007 - December 2008
Morningstar, Inc. October 2005 - March 2007
Skills
Capital Markets, Financial Analysis, Investments, Equities, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Securities
Washington University in St. Louis 1995 — 1999
BA, Psychology and Business
BMO Capital Markets December 2009 - Present
National Stock Exchange March 2007 - December 2008
Morningstar, Inc. October 2005 - March 2007
Skills
Capital Markets, Financial Analysis, Investments, Equities, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Securities
Washington University in St. Louis 1995 — 1999
BA, Psychology and Business
Louis Klevan's BMO Capital Markets Experience May 2002 - February 2009
Job Managing Director at River Branch Capital LLC
Industry Financial Services
Experience
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
River Branch Capital LLC June 2010 - Present
Birch Capital Advisors April 2009 - June 2010
BMO Capital Markets May 2002 - February 2009
Credit Suisse First Boston May 1996 - May 2002
Bank of America January 1990 - May 1996
UBS Investment Bank May 1981 - January 1990
Skills
Equities, Analysis, Investment Banking, Financial Modeling, Private Equity, Investments, Mergers & Acquisitions, Financial Markets, Series 7, Valuation, Corporate Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Marketing and Finance
University of Pittsburgh
Bachelor’s Degree, Economics, Magna Cum Laude
Fattaneh Akhavan's BMO Capital Markets Experience August 2013 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
BMO Capital Markets August 2013 - Present
Iris Solutions Inc August 2013 - Present
Bank of Montreal January 2010 - June 2013
RPM Technologies July 2008 - January 2009
Island Peak Systems February 2000 - June 2008
Bombardier Aerospace 1988 - 2000
Skills
Unix, Oracle, SDLC, XML, PL/SQL, Java Enterprise Edition, Java, Eclipse, JSP, Linux, JavaScript, Data Warehousing, Web Development, ETL, HTML, Data Modeling
Education
Concordia University 1982 — 1986
Bachelor, Computer Science
CEGEP - John Abbott College 1980 — 1982
Diplome Collegial, Health Sciences
BMO Capital Markets August 2013 - Present
Iris Solutions Inc August 2013 - Present
Bank of Montreal January 2010 - June 2013
RPM Technologies July 2008 - January 2009
Island Peak Systems February 2000 - June 2008
Bombardier Aerospace 1988 - 2000
Skills
Unix, Oracle, SDLC, XML, PL/SQL, Java Enterprise Edition, Java, Eclipse, JSP, Linux, JavaScript, Data Warehousing, Web Development, ETL, HTML, Data Modeling
Education
Concordia University 1982 — 1986
Bachelor, Computer Science
CEGEP - John Abbott College 1980 — 1982
Diplome Collegial, Health Sciences
Daniel Beaudoin's BMO Capital Markets Experience March 2008 - December 2008
Job Risk Manager for Global Financial Institutions Canada and the Caribbean Region at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2014 - Present
Toronto Dominion Bank May 2014 - August 2014
HSBC February 2013 - December 2013
Bank of America October 2009 - August 2012
BMO Capital Markets March 2008 - December 2008
BMO Capital Markets December 2000 - March 2008
Northstar Trade Finance February 2000 - September 2000
Skills
Finance, Analysis, Management, Cash Management, Banking, Payments, AML, Trade Finance, Capital Markets, Accounts Receivable, Commercial Banking, Portfolio Management, Financial Institutions, Risk Management, Credit, Credit Analysis, Relationship Management, Credit Risk, Cross Selling, Retail Banking, Financial Analysis, Loans
Education
British Columbia Institute of Technology 1998 — 2000
International Trade, Business
British Columbia Institute of Technology (BCIT)
Diploma of Technology, International Trade
University of Ottawa
Bachelor of Social Science (Honors)
St-Dominique
St-Dominique and Felix Ricard
St-Dominique and Felix Ricard
St-Dominique and Felix Ricard
st-Charles college
Wells Fargo August 2014 - Present
Toronto Dominion Bank May 2014 - August 2014
HSBC February 2013 - December 2013
Bank of America October 2009 - August 2012
BMO Capital Markets March 2008 - December 2008
BMO Capital Markets December 2000 - March 2008
Northstar Trade Finance February 2000 - September 2000
Skills
Finance, Analysis, Management, Cash Management, Banking, Payments, AML, Trade Finance, Capital Markets, Accounts Receivable, Commercial Banking, Portfolio Management, Financial Institutions, Risk Management, Credit, Credit Analysis, Relationship Management, Credit Risk, Cross Selling, Retail Banking, Financial Analysis, Loans
Education
British Columbia Institute of Technology 1998 — 2000
International Trade, Business
British Columbia Institute of Technology (BCIT)
Diploma of Technology, International Trade
University of Ottawa
Bachelor of Social Science (Honors)
St-Dominique
St-Dominique and Felix Ricard
St-Dominique and Felix Ricard
St-Dominique and Felix Ricard
st-Charles college
Amanda Aston-Davis's BMO Capital Markets Experience September 2010 - March 2012
Job Business and Technology Solutions Consultant
Industry Financial Services
Experience
G.L. Huyett September 2014 - December 2014
BMO Capital Markets September 2010 - March 2012
Scotiabank October 2009 - August 2010
Scotiabank June 2008 - August 2010
Bell Capital Markets Solutions Inc. November 2007 - April 2008
Fidelity National Information Services January 2007 - November 2007
Fidelity National Information Services June 2005 - November 2007
Assante Wealth Management March 2003 - May 2005
Nomura July 2001 - April 2002
Nomura January 1998 - July 2001
Skills
Trading Systems, Vendor Management, Equities, Business Analysis, Business Process, Cross-functional Team..., Management, Fixed Income, Capital Markets, Trading, Relationship Management, Test Management, Microsoft Excel, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements
Education
Carleton University 1994 — 1997
Bachelor of Arts, Environmental Science
Canadian Securities Institute 2004 — 2005
CSC Certification
2005-2007Rational University 2004 — 2005
Requiste Pro Certification
Mircosoft Courses 2000 — 2001
Excel: Intermediate course
G.L. Huyett September 2014 - December 2014
BMO Capital Markets September 2010 - March 2012
Scotiabank October 2009 - August 2010
Scotiabank June 2008 - August 2010
Bell Capital Markets Solutions Inc. November 2007 - April 2008
Fidelity National Information Services January 2007 - November 2007
Fidelity National Information Services June 2005 - November 2007
Assante Wealth Management March 2003 - May 2005
Nomura July 2001 - April 2002
Nomura January 1998 - July 2001
Skills
Trading Systems, Vendor Management, Equities, Business Analysis, Business Process, Cross-functional Team..., Management, Fixed Income, Capital Markets, Trading, Relationship Management, Test Management, Microsoft Excel, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements
Education
Carleton University 1994 — 1997
Bachelor of Arts, Environmental Science
Canadian Securities Institute 2004 — 2005
CSC Certification
2005-2007Rational University 2004 — 2005
Requiste Pro Certification
Mircosoft Courses 2000 — 2001
Excel: Intermediate course
Cathy Glasmyre's BMO Capital Markets Experience March 2015 - Present
Job Business Consultant for Equity Finance Operations
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
BNP Paribas June 1998 - December 2014
Core Stares Capital Markets 1980 - 1998
Skills
Prime Brokerage, Securities Lending, Fixed Income, Equities, Investment Banking, Capital Markets, Middle Office, Settlement, Back Office, Trading Systems, Equity Derivatives, Operations Management, Financial Markets, Financial Services, Banking, Management, Securities, Security Operations, Collateral Management, Stock Management, Project Management, Project Planning, Leadership, Team Building, Multi-Cultural Team..., Business Analysis, Risk Management, Microsoft Office, Time Management, Coaching, Team Motivation
Education
Camden County College
Associate's degree, Business Administration and Management, General
BMO Capital Markets March 2015 - Present
BNP Paribas June 1998 - December 2014
Core Stares Capital Markets 1980 - 1998
Skills
Prime Brokerage, Securities Lending, Fixed Income, Equities, Investment Banking, Capital Markets, Middle Office, Settlement, Back Office, Trading Systems, Equity Derivatives, Operations Management, Financial Markets, Financial Services, Banking, Management, Securities, Security Operations, Collateral Management, Stock Management, Project Management, Project Planning, Leadership, Team Building, Multi-Cultural Team..., Business Analysis, Risk Management, Microsoft Office, Time Management, Coaching, Team Motivation
Education
Camden County College
Associate's degree, Business Administration and Management, General
Evan Brown's BMO Capital Markets Experience August 2010 - Present
Job Head, US Brokerage Operations at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2010 - Present
RBC Capital Markets July 2008 - August 2010
Velocity Futures June 2007 - June 2008
The Orion Capital Group 2002 - 2007
Skills
Capital Markets, Equities, Derivatives, Trading, Securities, Options, Equity Derivatives, Electronic Trading, Futures, Clearing, Exchange Traded..., Alternative Investments, Bonds, Commodity, Credit Derivatives, Equity Research, Equity Trading, FX Options, Financial Markets
Education
Dartmouth College 1991 — 1995
BA, Molecular Biology, Spanish Literature
Choate Rosemary Hall 1988 — 1991
High School
BMO Capital Markets August 2010 - Present
RBC Capital Markets July 2008 - August 2010
Velocity Futures June 2007 - June 2008
The Orion Capital Group 2002 - 2007
Skills
Capital Markets, Equities, Derivatives, Trading, Securities, Options, Equity Derivatives, Electronic Trading, Futures, Clearing, Exchange Traded..., Alternative Investments, Bonds, Commodity, Credit Derivatives, Equity Research, Equity Trading, FX Options, Financial Markets
Education
Dartmouth College 1991 — 1995
BA, Molecular Biology, Spanish Literature
Choate Rosemary Hall 1988 — 1991
High School
Jennifer Matuka's BMO Capital Markets Experience April 2010 - Present
Job Operations Coordinator at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets April 2010 - Present
Patina Solutions August 2008 - August 2010
Sagence Group LLC May 2006 - June 2009
Skills
Event Planning, Training, Accounts Payable, New Business Development, Team Building, Leadership, Marketing, Administrative..., System Administration, Outlook, Microsoft Excel, Microsoft Word, Strategic Planning, Management, Budgets, Leadership Development, Coaching, PowerPoint, Customer Service, Team Leadership, Salesforce.com, Fundraising, Sales Management, Public Speaking, Program Management, Recruiting, Employee Relations, Office Management, Microsoft Office
Education
Cardinal Stritch University 2006 — 2011
Associates; Bachelor's, Business Management
BMO Capital Markets April 2010 - Present
Patina Solutions August 2008 - August 2010
Sagence Group LLC May 2006 - June 2009
Skills
Event Planning, Training, Accounts Payable, New Business Development, Team Building, Leadership, Marketing, Administrative..., System Administration, Outlook, Microsoft Excel, Microsoft Word, Strategic Planning, Management, Budgets, Leadership Development, Coaching, PowerPoint, Customer Service, Team Leadership, Salesforce.com, Fundraising, Sales Management, Public Speaking, Program Management, Recruiting, Employee Relations, Office Management, Microsoft Office
Education
Cardinal Stritch University 2006 — 2011
Associates; Bachelor's, Business Management
Brian McGough's BMO Capital Markets Experience 2008 - 2010
Job Managing Director U.S. Bank Capital Markets
Industry Financial Services
Experience
US Bank January 2011 - Present
BMO Capital Markets 2008 - 2010
JP Morgan 1996 - 2003
Katten Muchin Rosenman LLP 1990 - 1996
Skills
Investment Banking, Capital Markets, Bonds, Mergers & Acquisitions, Securities, Fixed Income, Structured Finance, Financial Advisory, Trading, Valuation, Derivatives, Securities Regulation, Investments, Interest Rate..., Hedge Funds, Corporate Finance, Financial Structuring, Acquisitions, Healthcare Consulting, Series 7, Equities, Sports Law, sports financings, Healthcare Analytics, Tax Law, Debt, Securities Law, Securities Offerings, Mergers, muni securities, Private Equity, Joint Ventures, Healthcare Management
Education
College of Law Northern Illinois Univ 1987 — 1990
Juris Doctorate, Law
Bradley University 1982 — 1986
BS
US Bank January 2011 - Present
BMO Capital Markets 2008 - 2010
JP Morgan 1996 - 2003
Katten Muchin Rosenman LLP 1990 - 1996
Skills
Investment Banking, Capital Markets, Bonds, Mergers & Acquisitions, Securities, Fixed Income, Structured Finance, Financial Advisory, Trading, Valuation, Derivatives, Securities Regulation, Investments, Interest Rate..., Hedge Funds, Corporate Finance, Financial Structuring, Acquisitions, Healthcare Consulting, Series 7, Equities, Sports Law, sports financings, Healthcare Analytics, Tax Law, Debt, Securities Law, Securities Offerings, Mergers, muni securities, Private Equity, Joint Ventures, Healthcare Management
Education
College of Law Northern Illinois Univ 1987 — 1990
Juris Doctorate, Law
Bradley University 1982 — 1986
BS
Donna Wareham's BMO Capital Markets Experience March 2013 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2013 - Present
BMO Financial Group March 2010 - March 2013
State Street March 2008 - March 2009
State Street April 2003 - March 2008
State Street 2001 - 2003
State Street Bank 1998 - 2001
State Street Bank 1995 - 1998
First National Bank of Boston Canada 1994 - 1995
Skills
Financial Markets, CRM, Leadership, Equities, Foreign Exchange, Management, Asset-backed..., Business Process..., Electronic Trading
Education
McGill University 1990 — 1994
BCOMM, Accounting
CEGEP - John Abbott College 1987 — 1989
DEC in Commerce
BMO Capital Markets March 2013 - Present
BMO Financial Group March 2010 - March 2013
State Street March 2008 - March 2009
State Street April 2003 - March 2008
State Street 2001 - 2003
State Street Bank 1998 - 2001
State Street Bank 1995 - 1998
First National Bank of Boston Canada 1994 - 1995
Skills
Financial Markets, CRM, Leadership, Equities, Foreign Exchange, Management, Asset-backed..., Business Process..., Electronic Trading
Education
McGill University 1990 — 1994
BCOMM, Accounting
CEGEP - John Abbott College 1987 — 1989
DEC in Commerce
Jennifer Tenzer's BMO Capital Markets Experience July 2009 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2009 - Present
Baxter Healthcare May 2008 - August 2008
IndependentAge January 2008 - April 2008
Smith Barney May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, International Business, French
Cass Business School 2008 — 2008
BMO Capital Markets July 2009 - Present
Baxter Healthcare May 2008 - August 2008
IndependentAge January 2008 - April 2008
Smith Barney May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance, International Business, French
Cass Business School 2008 — 2008
Richard Ternieden's BMO Capital Markets Experience July 1986 - March 1995
Job CoOwner and Vice President at Delmare Quality Foods Inc.
Industry Investment Management
Experience
Delmare Quality Foods Inc. March 2012 - Present
Masterlift Inc. January 2010 - Present
Terrich Capital Inc. April 2009 - Present
West Mall Lightning Minor Hockey Association September 2006 - Present
Bell Copper May 2010 - December 2012
Meekathara Gold June 2010 - October 2011
RBC Capital Markets September 1995 - March 2009
BMO Capital Markets July 1986 - March 1995
Skills
Corporate Finance, Private Equity, Venture Capital, Capital Markets
Education
Chartered Financial Analyst 1986 — 1989
CFA, Finance
Northwestern University - Kellogg School of Management 1985 — 1986
MBA, Finance and International Finance
Brigham Young University 1981 — 1985
BSc, Accounting
Certified General Accountant 1979 — 1982
CGA, Accounting
Delmare Quality Foods Inc. March 2012 - Present
Masterlift Inc. January 2010 - Present
Terrich Capital Inc. April 2009 - Present
West Mall Lightning Minor Hockey Association September 2006 - Present
Bell Copper May 2010 - December 2012
Meekathara Gold June 2010 - October 2011
RBC Capital Markets September 1995 - March 2009
BMO Capital Markets July 1986 - March 1995
Skills
Corporate Finance, Private Equity, Venture Capital, Capital Markets
Education
Chartered Financial Analyst 1986 — 1989
CFA, Finance
Northwestern University - Kellogg School of Management 1985 — 1986
MBA, Finance and International Finance
Brigham Young University 1981 — 1985
BSc, Accounting
Certified General Accountant 1979 — 1982
CGA, Accounting
Annie Choi's BMO Capital Markets Experience March 2013 - Present
Job Robert W. Baird Industrials
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - Present
BMO Capital Markets March 2013 - Present
LivingSocial October 2011 - February 2013
Los Angeles Sparks February 2011 - September 2011
Los Angeles Clippers June 2010 - February 2011
California State Polytechnic University, Pomona January 2008 - June 2010
Skills
Public Relations, Social Media Marketing, Social Media, Event Planning, PowerPoint, Marketing, Leadership, Social Networking, Customer Service, Salesforce.com, Email Marketing, Sports Marketing, Teamwork, Marketing Communications, Event Management, Management, Microsoft Office, Sales, Marketing Strategy, Advertising, Online Advertising, Time Management
Education
California State Polytechnic University-Pomona 2004 — 2010
Business Administration, Sports and Entertainment Marketing Management
Robert W. Baird & Co. June 2015 - Present
BMO Capital Markets March 2013 - Present
LivingSocial October 2011 - February 2013
Los Angeles Sparks February 2011 - September 2011
Los Angeles Clippers June 2010 - February 2011
California State Polytechnic University, Pomona January 2008 - June 2010
Skills
Public Relations, Social Media Marketing, Social Media, Event Planning, PowerPoint, Marketing, Leadership, Social Networking, Customer Service, Salesforce.com, Email Marketing, Sports Marketing, Teamwork, Marketing Communications, Event Management, Management, Microsoft Office, Sales, Marketing Strategy, Advertising, Online Advertising, Time Management
Education
California State Polytechnic University-Pomona 2004 — 2010
Business Administration, Sports and Entertainment Marketing Management
Jamie Rachlin's BMO Capital Markets Experience July 2008 - Present
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets July 2008 - Present
Griffin, Kubik, Stephens & Thompson May 1996 - June 2008
Prudential Securities January 1991 - April 1996
Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO
Education
Wharton Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Princeton University 1982 — 1984
Master of Science (MS), Engineering, Energy and Environment
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
BMO Capital Markets July 2008 - Present
Griffin, Kubik, Stephens & Thompson May 1996 - June 2008
Prudential Securities January 1991 - April 1996
Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO
Education
Wharton Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Princeton University 1982 — 1984
Master of Science (MS), Engineering, Energy and Environment
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Lucas Larcher Caliri's BMO Capital Markets Experience May 2012 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2012 - Present
Scotia Capital January 2010 - May 2012
Scotiabank Global Banking and Markets January 2008 - January 2010
Education
Carnegie Mellon University 2006 — 2007
Master’s Degree, Computational Finance
Universidade de São Paulo 2000 — 2006
Master’s Degree, Physics
Ecole polytechnique 2001 — 2002
exchange
BMO Capital Markets May 2012 - Present
Scotia Capital January 2010 - May 2012
Scotiabank Global Banking and Markets January 2008 - January 2010
Education
Carnegie Mellon University 2006 — 2007
Master’s Degree, Computational Finance
Universidade de São Paulo 2000 — 2006
Master’s Degree, Physics
Ecole polytechnique 2001 — 2002
exchange
Erin Reilly's BMO Capital Markets Experience July 2012 - August 2015
Job Equity Research
Industry Financial Services
Experience
BMO Capital Markets July 2012 - August 2015
BMO Capital Markets 2011 - 2011
Vietnam Financial Review 2009 - 2010
Royal Bank of Scotland 2006 - 2009
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Valuation, Fixed Income, Due Diligence, Corporate Finance, Private Equity, Investment Banking, Bloomberg, Equities
Education
The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Colgate University
BMO Capital Markets July 2012 - August 2015
BMO Capital Markets 2011 - 2011
Vietnam Financial Review 2009 - 2010
Royal Bank of Scotland 2006 - 2009
Skills
Financial Modeling, Mergers & Acquisitions, Capital Markets, Valuation, Fixed Income, Due Diligence, Corporate Finance, Private Equity, Investment Banking, Bloomberg, Equities
Education
The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Colgate University
Nicholas Moritsugu's BMO Capital Markets Experience September 2012 - December 2012
Job JD/MBA Candidate, University of Toronto
Industry Banking
Experience
Brookfield Asset Management May 2015 - August 2015
Torys LLP May 2015 - June 2015
OMERS May 2014 - August 2014
BMO Capital Markets September 2012 - December 2012
Grameen Bank June 2012 - July 2012
BMO Capital Markets May 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Social Media, Microsoft Excel, Research, PowerPoint, Financial Analysis, Economics, Microsoft Word, Statistics, Financial Modeling, Public Speaking, Teamwork, Leadership, Event Planning
Education
University of Toronto 2013 — 2017
J.D./M.B.A.
McGill University 2010 — 2012
Bachelor's Degree, Economics
Boston University 2009 — 2010
Brookfield Asset Management May 2015 - August 2015
Torys LLP May 2015 - June 2015
OMERS May 2014 - August 2014
BMO Capital Markets September 2012 - December 2012
Grameen Bank June 2012 - July 2012
BMO Capital Markets May 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Social Media, Microsoft Excel, Research, PowerPoint, Financial Analysis, Economics, Microsoft Word, Statistics, Financial Modeling, Public Speaking, Teamwork, Leadership, Event Planning
Education
University of Toronto 2013 — 2017
J.D./M.B.A.
McGill University 2010 — 2012
Bachelor's Degree, Economics
Boston University 2009 — 2010
Louis Picaro's BMO Capital Markets Experience August 2001 - June 2012
Job Partner at Financial Solutions Group, Inc.
Industry Investment Banking
Experience
Financial Solutions Group, Inc. June 2012 - Present
BMO Capital Markets August 2001 - June 2012
Education
Brooklyn College 1991 — 1995
BS, Accounting & Economics
Financial Solutions Group, Inc. June 2012 - Present
BMO Capital Markets August 2001 - June 2012
Education
Brooklyn College 1991 — 1995
BS, Accounting & Economics
Marina Irgon's BMO Capital Markets Experience May 2010 - August 2010
Job Global Strategy & Operations Manager at PubMatic
Industry Marketing and Advertising
Experience
PubMatic February 2015 - Present
PubMatic January 2014 - February 2015
Bain & Company July 2013 - January 2014
Bain & Company September 2011 - July 2013
BMO Capital Markets May 2010 - August 2010
Skills
Business Strategy, Sales Operations, Financial Modeling, Customer Segmentation..., Program Management, Display Advertising, Mobile Advertising, Valuation, Client Services, Due Diligence, Data Analysis, Management Consulting
Education
Brown University 2007 — 2011
B.A., Economics, Slavic Studies, Cum Laude, Phi Beta Kappa
The Lawrenceville School 2003 — 2007
PubMatic February 2015 - Present
PubMatic January 2014 - February 2015
Bain & Company July 2013 - January 2014
Bain & Company September 2011 - July 2013
BMO Capital Markets May 2010 - August 2010
Skills
Business Strategy, Sales Operations, Financial Modeling, Customer Segmentation..., Program Management, Display Advertising, Mobile Advertising, Valuation, Client Services, Due Diligence, Data Analysis, Management Consulting
Education
Brown University 2007 — 2011
B.A., Economics, Slavic Studies, Cum Laude, Phi Beta Kappa
The Lawrenceville School 2003 — 2007
Steven Braun, CFA's BMO Capital Markets Experience 2002 - 2013
Job Corporate Finance Executive
Industry Financial Services
Experience
BMO Capital Markets 2002 - 2013
BMO Capital Markets 2000 - 2002
BMO Capital Markets 1997 - 2000
BMO Capital Markets 1994 - 1997
Education
Carleton University 1988 — 1992
B. Comm.
CFA Institute
CFA, Finance
BMO Capital Markets 2002 - 2013
BMO Capital Markets 2000 - 2002
BMO Capital Markets 1997 - 2000
BMO Capital Markets 1994 - 1997
Education
Carleton University 1988 — 1992
B. Comm.
CFA Institute
CFA, Finance
Harris Ansari, CAMS's BMO Capital Markets Experience January 2015 - Present
Job AML Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2015 - Present
BMO Investments Inc. December 2011 - January 2015
Education
Ryerson University 2007 — 2009
BA, Bachelor of Commerce - Marketing Management
Centennial College 2005 — 2007
Advance Diploma, Business Administration
BMO Capital Markets January 2015 - Present
BMO Investments Inc. December 2011 - January 2015
Education
Ryerson University 2007 — 2009
BA, Bachelor of Commerce - Marketing Management
Centennial College 2005 — 2007
Advance Diploma, Business Administration
Harmit (Khera) Khera (Sandhu)'s BMO Capital Markets Experience April 2015 - Present
Job Program Administrator at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2015 - Present
BMO Capital Markets September 2007 - Present
Chrysler May 2004 - August 2007
Skills
Outlook, PowerPoint, Human Relations, HR Solutions, HR Policies, College Recruiting, Graduate Recruitment, Student Recruitment, Client Communication, Administration, Office Management, Recruiting, Time Management, Microsoft Office
Education
Carleton University 2004 — 2007
Bachelor of Arts, Political Science
Seneca College of Applied Arts and Technology 2002 — 2004
Diploma, Chemical Lab Technician
BMO Capital Markets April 2015 - Present
BMO Capital Markets September 2007 - Present
Chrysler May 2004 - August 2007
Skills
Outlook, PowerPoint, Human Relations, HR Solutions, HR Policies, College Recruiting, Graduate Recruitment, Student Recruitment, Client Communication, Administration, Office Management, Recruiting, Time Management, Microsoft Office
Education
Carleton University 2004 — 2007
Bachelor of Arts, Political Science
Seneca College of Applied Arts and Technology 2002 — 2004
Diploma, Chemical Lab Technician
Ayanna Kemp Cameron's BMO Capital Markets Experience February 2015 - Present
Job Director, Anti Money Laundering Reporting Officer Designate (U.S.) BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2015 - Present
Citi February 2013 - February 2015
Skills
Hedge Funds, Derivatives, Banking, Litigation, Compliance, Anti Money Laundering
Education
Brooklyn Law School
Juris Doctorate
The American University In Washington D.C.
Bachelor's degree
BMO Capital Markets February 2015 - Present
Citi February 2013 - February 2015
Skills
Hedge Funds, Derivatives, Banking, Litigation, Compliance, Anti Money Laundering
Education
Brooklyn Law School
Juris Doctorate
The American University In Washington D.C.
Bachelor's degree
Charles Qi, CFA's BMO Capital Markets Experience September 2009 - December 2009
Job Associate, Equity Derivatives Structuring at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets June 2013 - Present
CIBC World Markets February 2011 - May 2013
CIBC World Markets August 2010 - February 2011
BMO Capital Markets September 2009 - December 2009
TD Securities January 2009 - April 2009
Skills
Electronic Trading, Financial Modeling, Equities, Foreign Exchange, Investment Banking, Equity Derivatives, Structured Products, Exotic Derivatives
Education
Carnegie Mellon University 2012 — 2015
Master of Science (M.S.), Computational Finance
University of Waterloo 2005 — 2010
Bachelor's degree, Mathematics - Statistics Major
Wilfrid Laurier University 2005 — 2010
Bachelor's degree, Business Administration - Finance Major
CIBC World Markets June 2013 - Present
CIBC World Markets February 2011 - May 2013
CIBC World Markets August 2010 - February 2011
BMO Capital Markets September 2009 - December 2009
TD Securities January 2009 - April 2009
Skills
Electronic Trading, Financial Modeling, Equities, Foreign Exchange, Investment Banking, Equity Derivatives, Structured Products, Exotic Derivatives
Education
Carnegie Mellon University 2012 — 2015
Master of Science (M.S.), Computational Finance
University of Waterloo 2005 — 2010
Bachelor's degree, Mathematics - Statistics Major
Wilfrid Laurier University 2005 — 2010
Bachelor's degree, Business Administration - Finance Major
Regi Mathew's BMO Capital Markets Experience March 2009 - February 2013
Job Senior Application Developer at BMO Financial Group
Industry Information Technology and Services
Experience
BMO Financial Group September 2014 - Present
CIBC June 2013 - August 2014
BMO Capital Markets March 2009 - February 2013
IBM Global Services December 2007 - March 2009
TCS March 2003 - November 2007
Skills
Unix Shell Scripting, PL/SQL, DB2, Informatica, Cognos, Toad, Business Analysis, Capital Markets, ETL Tools
Education
Cochin University of Science and Technology 1998 — 2002
Bachelor's degree, Computer Engineering
BMO Financial Group September 2014 - Present
CIBC June 2013 - August 2014
BMO Capital Markets March 2009 - February 2013
IBM Global Services December 2007 - March 2009
TCS March 2003 - November 2007
Skills
Unix Shell Scripting, PL/SQL, DB2, Informatica, Cognos, Toad, Business Analysis, Capital Markets, ETL Tools
Education
Cochin University of Science and Technology 1998 — 2002
Bachelor's degree, Computer Engineering
Cary Luo's BMO Capital Markets Experience October 2011 - March 2012
Job Senior Developer/Architect
Industry Information Technology and Services
Experience
CPP Investment Board March 2012 - March 2014
BMO Capital Markets October 2011 - March 2012
Scotia iTRADE May 2010 - February 2012
Bank of Montreal May 2009 - May 2010
RBC August 2006 - May 2008
CIBC January 2006 - August 2006
Citi July 2005 - January 2006
JPMorgan Chase June 2004 - December 2004
Skills
Core Java, Java EE, JSF, JBoss Seam, RichFaces, jQuery, AJAX, XML, SQL, Oracle, DB2, Sybase, Microsoft SQL Server, EJB, JPA, Web Services, SOA, Eclipse, RAD, WebSphere Application..., Weblogic, JBoss Application Server, Tomcat, HTML, JavaScript, Struts, Spring, Hibernate, Subversion, CVS, ClearCase, Ant, Maven2, Unix, Linux, Windows, UML, JMS, Java Enterprise Edition
Education
City University of New York City College 1998 — 2001
Master, Computer Science
CPP Investment Board March 2012 - March 2014
BMO Capital Markets October 2011 - March 2012
Scotia iTRADE May 2010 - February 2012
Bank of Montreal May 2009 - May 2010
RBC August 2006 - May 2008
CIBC January 2006 - August 2006
Citi July 2005 - January 2006
JPMorgan Chase June 2004 - December 2004
Skills
Core Java, Java EE, JSF, JBoss Seam, RichFaces, jQuery, AJAX, XML, SQL, Oracle, DB2, Sybase, Microsoft SQL Server, EJB, JPA, Web Services, SOA, Eclipse, RAD, WebSphere Application..., Weblogic, JBoss Application Server, Tomcat, HTML, JavaScript, Struts, Spring, Hibernate, Subversion, CVS, ClearCase, Ant, Maven2, Unix, Linux, Windows, UML, JMS, Java Enterprise Edition
Education
City University of New York City College 1998 — 2001
Master, Computer Science
Joslyn LaMon's BMO Capital Markets Experience August 2011 - Present
Job Information Coordinator at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2011 - Present
BMO Capital Markets August 2009 - July 2011
Empire Today November 2008 - July 2009
Clear Channel Katz Advantage June 2008 - August 2008
Lakeview Museum of Arts September 2007 - December 2007
Bradley University Residential Living August 2006 - December 2007
Bradley University Wellness Center September 2004 - December 2007
ALSAC/St. Jude Children's Research Hospital February 2007 - June 2007
Council of Bradley University August 2005 - August 2006
Skills
Event Planning, Marketing, Human Resources, Management, Press Releases, Sales
Education
Bradley University 2003 — 2007
Bachelor of Arts, Communications (Public Relations major, Marketing minor)
BMO Capital Markets August 2011 - Present
BMO Capital Markets August 2009 - July 2011
Empire Today November 2008 - July 2009
Clear Channel Katz Advantage June 2008 - August 2008
Lakeview Museum of Arts September 2007 - December 2007
Bradley University Residential Living August 2006 - December 2007
Bradley University Wellness Center September 2004 - December 2007
ALSAC/St. Jude Children's Research Hospital February 2007 - June 2007
Council of Bradley University August 2005 - August 2006
Skills
Event Planning, Marketing, Human Resources, Management, Press Releases, Sales
Education
Bradley University 2003 — 2007
Bachelor of Arts, Communications (Public Relations major, Marketing minor)
Sanchai Ratnalingam's BMO Capital Markets Experience May 2010 - October 2012
Job
Industry Banking
Experience
RBC Capital Markets October 2012 - Present
BMO Capital Markets May 2010 - October 2012
TD April 2006 - June 2010
Skills
Management, Leadership, Training, FATCA, Dodd-Frank, SEF, Business Analysis, Project Management, Project Planning, P&L, P&L Analysis, Team Leadership, Regulatory Requirements
Education
Carleton University
Bachelor's degree, Mathematics and Economic
RBC Capital Markets October 2012 - Present
BMO Capital Markets May 2010 - October 2012
TD April 2006 - June 2010
Skills
Management, Leadership, Training, FATCA, Dodd-Frank, SEF, Business Analysis, Project Management, Project Planning, P&L, P&L Analysis, Team Leadership, Regulatory Requirements
Education
Carleton University
Bachelor's degree, Mathematics and Economic
Michael Horowitz's BMO Capital Markets Experience 1997 - 2003
Job Principal at MHI Corporation
Industry Venture Capital & Private Equity
Experience
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
MHI Corporation 2014 - Present
Cormark Securities 2010 - 2013
Raymond James Financial Inc. 2007 - 2010
CIBC World Markets 2003 - 2006
BMO Capital Markets 1997 - 2003
Education
Boston University - School of Management 1992 — 1994
Master of Business Administration (M.B.A.), International Business Program - Europe
Doug Rogers's BMO Capital Markets Experience November 2009 - May 2011
Job Vice President A&D at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2011 - Present
BMO Capital Markets November 2009 - May 2011
Tristone Capital August 2008 - November 2009
ExxonMobil August 2003 - August 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master, Business Administration
Brigham Young University 1998 — 2003
Bachelor of Science, Chemical Engineering
Evercore Partners August 2011 - Present
BMO Capital Markets November 2009 - May 2011
Tristone Capital August 2008 - November 2009
ExxonMobil August 2003 - August 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master, Business Administration
Brigham Young University 1998 — 2003
Bachelor of Science, Chemical Engineering
Nicholas Boulukos's BMO Capital Markets Experience
Job Managing Director, Rates Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets
Skills
Investment Banking, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Markets, Securities, Hedge Funds, Bonds, Series 63, Series 7, Asset Management, Alternative Investments
Education
Brown University 1980 — 1984
Bachelor of Arts (B.A.), International relations
BMO Capital Markets
Skills
Investment Banking, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets, Equities, Financial Markets, Securities, Hedge Funds, Bonds, Series 63, Series 7, Asset Management, Alternative Investments
Education
Brown University 1980 — 1984
Bachelor of Arts (B.A.), International relations
Higgins, Brenda's BMO Capital Markets Experience Executive Administrative AssistantBMO Financial GroupOctober 2000 - Present
Job Executive Administrative Assistant at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets Executive Administrative AssistantBMO Financial GroupOctober 2000 - Present
Skills
Travel Arrangements, Calendars, Microsoft Word, Customer Service, Event Planning, Administrative..., Management, Office Management, Calendaring, Banking, Office Administration
Education
Chicago State University
Business Administration and Management, General
BMO Capital Markets Executive Administrative AssistantBMO Financial GroupOctober 2000 - Present
Skills
Travel Arrangements, Calendars, Microsoft Word, Customer Service, Event Planning, Administrative..., Management, Office Management, Calendaring, Banking, Office Administration
Education
Chicago State University
Business Administration and Management, General
Levi Shumway's BMO Capital Markets Experience July 2015 - Present
Job Associate at BMO Capital Markets, Leveraged Finance
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
Zions Bank January 2008 - June 2013
Skills
Structured Finance, CDO, Microsoft Excel, Intex, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Valuation, Microsoft Office, Analysis, Finance, PowerPoint
Education
Georgetown University - The McDonough School of Business 2013 — 2015
MBA, Business Administration and Finance
Brigham Young University - Hawaii 2000 — 2007
Bachelor's degree, Accounting
BMO Capital Markets July 2015 - Present
Zions Bank January 2008 - June 2013
Skills
Structured Finance, CDO, Microsoft Excel, Intex, Financial Analysis, Accounting, Public Speaking, Financial Modeling, Valuation, Microsoft Office, Analysis, Finance, PowerPoint
Education
Georgetown University - The McDonough School of Business 2013 — 2015
MBA, Business Administration and Finance
Brigham Young University - Hawaii 2000 — 2007
Bachelor's degree, Accounting
Rida O'Reilly's BMO Capital Markets Experience October 1997 - Present
Job Business Consultant at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets October 1997 - Present
RBC February 1997 - October 1997
Skills
Business Analysis, Banking, Requirements Management, Requirements Gathering, Use Case, SDLC, Credit Risk, Portfolio Management, Business Intelligence, Business Requirements, Governance, Financial Services, Data Modeling, User Acceptance Testing, Business Process...
Education
Bowling Green State University
Master of Business Administration (MBA), Management Information Systems
Bowling Green State University
Bachelor of Science, Business Administration
BMO Capital Markets October 1997 - Present
RBC February 1997 - October 1997
Skills
Business Analysis, Banking, Requirements Management, Requirements Gathering, Use Case, SDLC, Credit Risk, Portfolio Management, Business Intelligence, Business Requirements, Governance, Financial Services, Data Modeling, User Acceptance Testing, Business Process...
Education
Bowling Green State University
Master of Business Administration (MBA), Management Information Systems
Bowling Green State University
Bachelor of Science, Business Administration
Phillip Jungwirth's BMO Capital Markets Experience June 2009 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Merrill Lynch November 2005 - June 2009
PwC January 2005 - November 2005
Deloitte January 2003 - January 2005
Skills
Equity Research, Equities, Oil & Gas Exploration, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Investments
Education
Cal Poly San Luis Obispo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
BMO Capital Markets June 2009 - Present
Merrill Lynch November 2005 - June 2009
PwC January 2005 - November 2005
Deloitte January 2003 - January 2005
Skills
Equity Research, Equities, Oil & Gas Exploration, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Investments
Education
Cal Poly San Luis Obispo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS