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
Stephen Bonnyman Stephen Bonnyman's BMO Capital Markets Experience February 2012 - Present
Job Associate Portfolio Manager at AGF Investments
Industry Investment Management
Experience
AGF Investments May 2013 - Present
BMO Capital Markets February 2012 - Present
UBS Global Asset Management March 2010 - November 2011
McLean Budden September 2007 - February 2010
CIBC World Markets August 1997 - July 2006
RBC Dominion Securities June 1994 - July 1997
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity
Education
AIMR
Chartered Financial Analyst
Dalhousie University 1987 — 1989
MBA, Finance and International Business
McMaster University 1980 — 1985
BSc, Geology
AGF Investments May 2013 - Present
BMO Capital Markets February 2012 - Present
UBS Global Asset Management March 2010 - November 2011
McLean Budden September 2007 - February 2010
CIBC World Markets August 1997 - July 2006
RBC Dominion Securities June 1994 - July 1997
Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity
Education
AIMR
Chartered Financial Analyst
Dalhousie University 1987 — 1989
MBA, Finance and International Business
McMaster University 1980 — 1985
BSc, Geology
Juan Fontenla Juan Fontenla's BMO Capital Markets Experience July 2007 - September 2008
Job Wealth Manager
Industry Investment Management
Experience
Bank of the West Wealth Management Group July 2012 - Present
Citibank July 2009 - July 2012
BMO Capital Markets July 2007 - September 2008
Citibank 2001 - 2005
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, General Management; Finance
University of San Diego 1993 — 1997
Bachelor of Arts (B.A.), History; Psychology minor, Business Administration minor
Bank of the West Wealth Management Group July 2012 - Present
Citibank July 2009 - July 2012
BMO Capital Markets July 2007 - September 2008
Citibank 2001 - 2005
Education
Cornell University - Johnson Graduate School of Management 2005 — 2007
MBA, General Management; Finance
University of San Diego 1993 — 1997
Bachelor of Arts (B.A.), History; Psychology minor, Business Administration minor
Earnest Sweat's BMO Capital Markets Experience 2007 - 2011
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
Bank of America 2014 - Present
Social Venture Exchange January 2014 - October 2014
The Reset Foundation May 2014 - September 2014
The Bridgespan Group 2013 - 2014
RSF Social Finance October 2012 - July 2013
Kellogg School of Management August 2011 - June 2013
MERIT, Inc. 2010 - 2013
Central Square Ventures June 2012 - September 2012
BMO Capital Markets 2007 - 2011
Skills
Strategy, Venture Capital, Private Equity, Valuation, Business Strategy, Equity Research, Financial Modeling, Due Diligence, Capital Markets, Management, Investments, Equities, Business Development, International Project..., Educational Technology, Research, Fundraising, Finance, LBO, Organizational Design, Leadership
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
Columbia College (NY) 2003 — 2007
Bachelor of Arts (BA), Economics
Bank of America 2014 - Present
Social Venture Exchange January 2014 - October 2014
The Reset Foundation May 2014 - September 2014
The Bridgespan Group 2013 - 2014
RSF Social Finance October 2012 - July 2013
Kellogg School of Management August 2011 - June 2013
MERIT, Inc. 2010 - 2013
Central Square Ventures June 2012 - September 2012
BMO Capital Markets 2007 - 2011
Skills
Strategy, Venture Capital, Private Equity, Valuation, Business Strategy, Equity Research, Financial Modeling, Due Diligence, Capital Markets, Management, Investments, Equities, Business Development, International Project..., Educational Technology, Research, Fundraising, Finance, LBO, Organizational Design, Leadership
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
Columbia College (NY) 2003 — 2007
Bachelor of Arts (BA), Economics
Jonathan Kim Jonathan Kim's BMO Capital Markets Experience May 2014 - August 2014
Job Equity Research Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs June 2015 - Present
York Finance Club December 2013 - December 2014
BMO Capital Markets May 2014 - August 2014
York Finance Club December 2012 - December 2013
DBRS April 2013 - August 2013
CIBC Wood Gundy April 2012 - August 2012
Education
Schulich School of Business, York University 2011 — 2015
Business Administration, Finance, Economics
Copenhagen Business School 2015 — 2015
Bachelor's Degree, International Policy
Goldman Sachs June 2015 - Present
York Finance Club December 2013 - December 2014
BMO Capital Markets May 2014 - August 2014
York Finance Club December 2012 - December 2013
DBRS April 2013 - August 2013
CIBC Wood Gundy April 2012 - August 2012
Education
Schulich School of Business, York University 2011 — 2015
Business Administration, Finance, Economics
Copenhagen Business School 2015 — 2015
Bachelor's Degree, International Policy
Patrick Rielly's BMO Capital Markets Experience June 2015 - August 2015
Job President of the Worcester Student Government Association
Industry Investment Banking
Experience
Worcester Student Government Association April 2015 - Present
BMO Capital Markets June 2015 - August 2015
College of the Holy Cross August 2014 - May 2015
Worcester Student Government May 2014 - April 2015
Heinz Endowments June 2014 - August 2014
Heinz Endowments June 2013 - August 2013
Skills
Public Speaking, Nonprofits, Philanthropy, Social Networking, Editing, Writing, Community Outreach, Fundraising, Microsoft Office, Volunteer Management, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Public Finance, Bonds
Education
College of the Holy Cross 2013 — 2017
Worcester Student Government Association April 2015 - Present
BMO Capital Markets June 2015 - August 2015
College of the Holy Cross August 2014 - May 2015
Worcester Student Government May 2014 - April 2015
Heinz Endowments June 2014 - August 2014
Heinz Endowments June 2013 - August 2013
Skills
Public Speaking, Nonprofits, Philanthropy, Social Networking, Editing, Writing, Community Outreach, Fundraising, Microsoft Office, Volunteer Management, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Public Finance, Bonds
Education
College of the Holy Cross 2013 — 2017
Joseph Gallucci Joseph Gallucci's BMO Capital Markets Experience September 2004 - February 2008
Job Managing Director, Head of Metals and Mining Research at Dundee Capital Markets
Industry Mining & Metals
Experience
Dundee Capital Markets February 2015 - Present
Dundee Capital Markets June 2012 - Present
GMP Securities June 2011 - June 2012
GMP Securities February 2008 - June 2011
BMO Capital Markets September 2004 - February 2008
Skills
Forecasting, Trading, Valuation, Financial Modeling, Capital Markets, Minerals, Equity Research, Hedge Funds, Equities, Base Metals, Research, Bloomberg, Economics, Equity Valuation, Commodity, Corporate Finance, Financial Analysis, Investments, Public Speaking, Leading Positive Change, Motivational Speaking
Education
Concordia University 2005 — 2008
MBA, Investment Management
Concordia University 2000 — 2003
B. Comm, Major in Marketing
Dundee Capital Markets February 2015 - Present
Dundee Capital Markets June 2012 - Present
GMP Securities June 2011 - June 2012
GMP Securities February 2008 - June 2011
BMO Capital Markets September 2004 - February 2008
Skills
Forecasting, Trading, Valuation, Financial Modeling, Capital Markets, Minerals, Equity Research, Hedge Funds, Equities, Base Metals, Research, Bloomberg, Economics, Equity Valuation, Commodity, Corporate Finance, Financial Analysis, Investments, Public Speaking, Leading Positive Change, Motivational Speaking
Education
Concordia University 2005 — 2008
MBA, Investment Management
Concordia University 2000 — 2003
B. Comm, Major in Marketing
Deryn Jakolev's BMO Capital Markets Experience May 2012 - August 2012
Job Analyst at TPG Growth
Industry Financial Services
Experience
TPG Capital September 2015 - Present
Columbia University September 2011 - Present
Goldman Sachs July 2014 - July 2015
Goldman Sachs June 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Columbia University May 2011 - August 2011
Columbia University Medical Center December 2010 - May 2011
Toronto Tennis Camp June 2010 - August 2010
Mount Sinai Hospital, Toronto September 2009 - June 2010
Spirit of Math Schools Inc. August 2009 - June 2010
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Columbia Engineering 2010 — 2014
University of Toronto Schools 2004 — 2010
TPG Capital September 2015 - Present
Columbia University September 2011 - Present
Goldman Sachs July 2014 - July 2015
Goldman Sachs June 2013 - August 2013
BMO Capital Markets May 2012 - August 2012
Columbia University May 2011 - August 2011
Columbia University Medical Center December 2010 - May 2011
Toronto Tennis Camp June 2010 - August 2010
Mount Sinai Hospital, Toronto September 2009 - June 2010
Spirit of Math Schools Inc. August 2009 - June 2010
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Columbia Engineering 2010 — 2014
University of Toronto Schools 2004 — 2010
Claire Fauquier's BMO Capital Markets Experience May 2007 - August 2007
Job Venture Fellow at Corigin
Industry Venture Capital & Private Equity
Experience
Ebury June 2014 - August 2014
Jacana Partners January 2013 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse July 2008 - May 2011
BMO Capital Markets May 2007 - August 2007
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
Dalhousie University 2004 — 2008
Bachelor of Commerce (B.Com.)
Havergal College 2000 — 2004
High School Diploma
Ebury June 2014 - August 2014
Jacana Partners January 2013 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse July 2008 - May 2011
BMO Capital Markets May 2007 - August 2007
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.)
Dalhousie University 2004 — 2008
Bachelor of Commerce (B.Com.)
Havergal College 2000 — 2004
High School Diploma
Daniel Horwood Daniel Horwood's BMO Capital Markets Experience 2009 - 2011
Job Counsel at Wilson Sonsini
Industry Legal Services
Experience
Wilson Sonsini 2014 - Present
Groupon 2012 - 2014
BMO Capital Markets 2009 - 2011
MAYER BROWN LLP 2005 - 2009
US Securities and Exchange Commission 1999 - 2005
Skills
Corporate and..., Corporate Governance, mergers and acquisitions, Executive Compensation, Corporate Law, Mergers, SOX, Annual Reports, Executive Pay, Sarbanes-Oxley Act, Securities Regulation, Securities
Education
University of Pennsylvania Law School 1996 — 1999
JD, Law
Connecticut College 1992 — 1996
BA, Government
Wilson Sonsini 2014 - Present
Groupon 2012 - 2014
BMO Capital Markets 2009 - 2011
MAYER BROWN LLP 2005 - 2009
US Securities and Exchange Commission 1999 - 2005
Skills
Corporate and..., Corporate Governance, mergers and acquisitions, Executive Compensation, Corporate Law, Mergers, SOX, Annual Reports, Executive Pay, Sarbanes-Oxley Act, Securities Regulation, Securities
Education
University of Pennsylvania Law School 1996 — 1999
JD, Law
Connecticut College 1992 — 1996
BA, Government
Andrew Morcos Andrew Morcos's BMO Capital Markets Experience July 2006 - October 2008
Job Development at Greystar
Industry Real Estate
Experience
Greystar Real Estate Partners January 2014 - Present
Gazit Group May 2010 - June 2011
Macquarie Bank November 2008 - September 2009
BMO Capital Markets July 2006 - October 2008
Skills
Real Estate, Valuation, Financial Modeling, Investment Properties, Investment Banking, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence, Equity Research, Business Valuation, New Business Development, User Experience, Start-ups, Mobile Payments, Brokerage, M&A experience, International Real...
Education
Columbia Business School 2011 — 2013
MBA, Entrepreneurship, Real Estate, Technology
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Finance, Spanish
Greystar Real Estate Partners January 2014 - Present
Gazit Group May 2010 - June 2011
Macquarie Bank November 2008 - September 2009
BMO Capital Markets July 2006 - October 2008
Skills
Real Estate, Valuation, Financial Modeling, Investment Properties, Investment Banking, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence, Equity Research, Business Valuation, New Business Development, User Experience, Start-ups, Mobile Payments, Brokerage, M&A experience, International Real...
Education
Columbia Business School 2011 — 2013
MBA, Entrepreneurship, Real Estate, Technology
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science, Finance, Spanish
Anupam Biswas, MBA, CISA Pass Anupam Biswas, MBA, CISA Pass's BMO Capital Markets Experience November 2013 - December 2013
Job GRC | Risk | Big Data | Identity | Access | PMO | Delivery Leader
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank March 2014 - June 2015
BMO Capital Markets November 2013 - December 2013
JPMorgan Chase June 2013 - November 2013
Office of Financial Research (OFR) Under the FSOC (FED) January 2013 - April 2013
Infosys Consulting, Inc. March 2010 - July 2012
HSBC 2012 - 2012
Deutsche Bank 2011 - 2012
Bank of America 2010 - 2011
Aetna March 2010 - 2010
Skills
Risk Management, Business Analysis, SDLC, Management, Program Management, Auditing, Change Management, Project Management, Leadership, Quality Assurance, Mergers & Acquisitions, IT Strategy, Integration, Business Process, Enterprise Risk..., Strategy, Compliance, Financial Services, PMO, Consulting, Global Strategy, Cross-functional Team..., Regulatory Analysis, Regulatory Requirements, Basel III, Testing, Global Management, Global Regulatory..., Operational Risk..., Vendor Management, Analysis, Governance, Executive Management, Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2013 — 2014
Continuing Education, International Business
Columbia University in the City of New York 2014 — 2014
Continuing Education, Business/Managerial Economics
University of Washington 2013 — 2013
Continuing Education, Computer and Information Systems Security/Information Assurance
University of Connecticut 2005 — 2005
Business Certificate in Healthcare Management (4 Courses), Health/Health Care Administration/Management
The University of Connecticut 2002 — 2005
MBA, Finance and Marketing
Widener University School of Law 1996 — 1998
JD Candidate, Law
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
B.A., English, Geology
Eastern High School (Voorhees) 1986 — 1990
Deutsche Bank July 2015 - Present
Deutsche Bank March 2014 - June 2015
BMO Capital Markets November 2013 - December 2013
JPMorgan Chase June 2013 - November 2013
Office of Financial Research (OFR) Under the FSOC (FED) January 2013 - April 2013
Infosys Consulting, Inc. March 2010 - July 2012
HSBC 2012 - 2012
Deutsche Bank 2011 - 2012
Bank of America 2010 - 2011
Aetna March 2010 - 2010
Skills
Risk Management, Business Analysis, SDLC, Management, Program Management, Auditing, Change Management, Project Management, Leadership, Quality Assurance, Mergers & Acquisitions, IT Strategy, Integration, Business Process, Enterprise Risk..., Strategy, Compliance, Financial Services, PMO, Consulting, Global Strategy, Cross-functional Team..., Regulatory Analysis, Regulatory Requirements, Basel III, Testing, Global Management, Global Regulatory..., Operational Risk..., Vendor Management, Analysis, Governance, Executive Management, Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2013 — 2014
Continuing Education, International Business
Columbia University in the City of New York 2014 — 2014
Continuing Education, Business/Managerial Economics
University of Washington 2013 — 2013
Continuing Education, Computer and Information Systems Security/Information Assurance
University of Connecticut 2005 — 2005
Business Certificate in Healthcare Management (4 Courses), Health/Health Care Administration/Management
The University of Connecticut 2002 — 2005
MBA, Finance and Marketing
Widener University School of Law 1996 — 1998
JD Candidate, Law
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
B.A., English, Geology
Eastern High School (Voorhees) 1986 — 1990
Ryan Childs's BMO Capital Markets Experience February 2014 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2014 - Present
Bank of America Merrill Lynch August 2009 - February 2014
Skills
Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Private Equity Finance, Real Estate Finance
Connecticut College 1999 — 2003
Bachelor of Arts (BA)
Deerfield Academy 1998 — 1999
High School
BMO Capital Markets February 2014 - Present
Bank of America Merrill Lynch August 2009 - February 2014
Skills
Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Private Equity Finance, Real Estate Finance
Connecticut College 1999 — 2003
Bachelor of Arts (BA)
Deerfield Academy 1998 — 1999
High School
Les Stelmach Les Stelmach's BMO Capital Markets Experience 1999 - 2005
Job Portfolio Manager Canadian Equities
Industry Financial Services
Experience
Calgary Homeless Foundation November 2011 - Present
The Ed Stelmach Community Foundation January 2007 - Present
Bissett Investment Management (Franklin Templeton Investments) January 2006 - Present
Ukrainian Credit Union (Calgary) 2006 - 2008
BMO Capital Markets 1999 - 2005
Skills
Financial Modeling, Investments, Equities, Equity Research, Capital Markets, Leadership, Financial Reporting, Corporate Finance, Bloomberg, Portfolio Management, Investment Banking, Mutual Funds, Finance, Mergers & Acquisitions, Investment Management, Equity Valuation, Investment Strategies, Wealth Management, Valuation, Financial Risk, Securities, Alternative Investments, Private Equity, Asset Management, Asset Allocation, Hedge Funds, Derivatives
Education
University of Alberta 1995 — 1999
Bachelor of Commerce, Finance
Concordia University College of Alberta 1993 — 1995
Calgary Homeless Foundation November 2011 - Present
The Ed Stelmach Community Foundation January 2007 - Present
Bissett Investment Management (Franklin Templeton Investments) January 2006 - Present
Ukrainian Credit Union (Calgary) 2006 - 2008
BMO Capital Markets 1999 - 2005
Skills
Financial Modeling, Investments, Equities, Equity Research, Capital Markets, Leadership, Financial Reporting, Corporate Finance, Bloomberg, Portfolio Management, Investment Banking, Mutual Funds, Finance, Mergers & Acquisitions, Investment Management, Equity Valuation, Investment Strategies, Wealth Management, Valuation, Financial Risk, Securities, Alternative Investments, Private Equity, Asset Management, Asset Allocation, Hedge Funds, Derivatives
Education
University of Alberta 1995 — 1999
Bachelor of Commerce, Finance
Concordia University College of Alberta 1993 — 1995
Christopher Banville Christopher Banville's BMO Capital Markets Experience May 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2015 - Present
Sterne Agee Leach June 2014 - May 2015
Creighton University August 2013 - July 2014
Tenaska Marketing Ventures & Tenaska Commodities, LLC May 2012 - May 2014
Creighton University January 2012 - December 2013
MY LAWN BOY April 2005 - November 2013
Creighton University January 2012 - October 2012
Reliatex of Connecticut Ltd May 2009 - August 2011
Skills
Sales, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Analysis, Strategic Planning, Outlook, Research, Budgets, Problem Solving, Entrepreneurship, Accounting, Finance, Management, Portfolio Management, Investments
Education
Creighton University 2010 — 2014
Bachelors of Science in Business Administration, Economics, Finance, Senior
Northwest Catholic High School 2006 — 2010
BMO Capital Markets May 2015 - Present
Sterne Agee Leach June 2014 - May 2015
Creighton University August 2013 - July 2014
Tenaska Marketing Ventures & Tenaska Commodities, LLC May 2012 - May 2014
Creighton University January 2012 - December 2013
MY LAWN BOY April 2005 - November 2013
Creighton University January 2012 - October 2012
Reliatex of Connecticut Ltd May 2009 - August 2011
Skills
Sales, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Analysis, Strategic Planning, Outlook, Research, Budgets, Problem Solving, Entrepreneurship, Accounting, Finance, Management, Portfolio Management, Investments
Education
Creighton University 2010 — 2014
Bachelors of Science in Business Administration, Economics, Finance, Senior
Northwest Catholic High School 2006 — 2010
Christopher T. Young Christopher T. Young's BMO Capital Markets Experience 1995 - 2000
Job CFO/Entravision Communications Corporation
Industry Broadcast Media
Experience
Entravision Communications May 2008 - Present
Vista Media 2004 - 2008
Vista Media 2000 - 2004
BMO Capital Markets 1995 - 2000
Bank of Tokyo-Mitsubishi 1993 - 1995
The Chase Manhattan Bank 1990 - 1991
Skills
Marketing, Digital Media, Financial Analysis, Business Development, Strategic Planning, Marketing Strategy, New Business Development, Mergers, Investor Relations, Product Development, Strategic Partnerships, Strategy, Sales, Start-ups, Mergers & Acquisitions, Budgets, Finance, Forecasting, Entrepreneurship, Competitive Analysis, Market Research
Education
Columbia University in the City of New York 1986 — 1990
Bachelor of Arts (B.A.), Economics
Entravision Communications May 2008 - Present
Vista Media 2004 - 2008
Vista Media 2000 - 2004
BMO Capital Markets 1995 - 2000
Bank of Tokyo-Mitsubishi 1993 - 1995
The Chase Manhattan Bank 1990 - 1991
Skills
Marketing, Digital Media, Financial Analysis, Business Development, Strategic Planning, Marketing Strategy, New Business Development, Mergers, Investor Relations, Product Development, Strategic Partnerships, Strategy, Sales, Start-ups, Mergers & Acquisitions, Budgets, Finance, Forecasting, Entrepreneurship, Competitive Analysis, Market Research
Education
Columbia University in the City of New York 1986 — 1990
Bachelor of Arts (B.A.), Economics
Anojja Shah Anojja Shah's BMO Capital Markets Experience April 2015 - Present
Job Equity Research, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
BMO Capital Markets April 2015 - Present
Sanford C. Bernstein March 2013 - April 2015
New York, NY April 2008 - March 2013
SmartMoney February 2007 - February 2008
McGraw-Hill 2006 - 2006
Citigroup 2005 - 2005
Deutsche Bank 2003 - 2005
Deutsche Bank June 2002 - August 2002
Merrill Lynch 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Writing, Financial Analysis, Fixed Income
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Emily Hines Emily Hines's BMO Capital Markets Experience September 2015 - Present
Job Institutional Equity Sales, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2015 - Present
March Communications January 2015 - August 2015
March Communications March 2014 - January 2015
lululemon athletica July 2013 - February 2014
Skills
Public Relations, InDesign, Adobe Indesign, Microsoft Office (Word,..., French, PowerPoint, Marketing, Blogging, Social Media, Social Media Measurement, Strategic Communications
Education
Connecticut College 2009 — 2013
Sociology-based Human Relations, French
Thayer Academy 2005 — 2009
BMO Capital Markets September 2015 - Present
March Communications January 2015 - August 2015
March Communications March 2014 - January 2015
lululemon athletica July 2013 - February 2014
Skills
Public Relations, InDesign, Adobe Indesign, Microsoft Office (Word,..., French, PowerPoint, Marketing, Blogging, Social Media, Social Media Measurement, Strategic Communications
Education
Connecticut College 2009 — 2013
Sociology-based Human Relations, French
Thayer Academy 2005 — 2009
Alexandre Tang's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
Kenneth Woods Portfolio Management Program January 2013 - January 2015
Novacap May 2014 - August 2014
CIBC Wood Gundy May 2013 - August 2013
Kailin Industrial Company Ltd. June 2011 - August 2011
Skills
Teamwork, Enthusiasm to learn, Critical Thinking, Equity Valuation, Microsoft Excel, Microsoft Word, Investments
Education
Concordia University 2011 — 2014
Bachelor's Degree, Finance
Champlain College 2008 — 2011
DEC, Commerce
BMO Capital Markets July 2015 - Present
Kenneth Woods Portfolio Management Program January 2013 - January 2015
Novacap May 2014 - August 2014
CIBC Wood Gundy May 2013 - August 2013
Kailin Industrial Company Ltd. June 2011 - August 2011
Skills
Teamwork, Enthusiasm to learn, Critical Thinking, Equity Valuation, Microsoft Excel, Microsoft Word, Investments
Education
Concordia University 2011 — 2014
Bachelor's Degree, Finance
Champlain College 2008 — 2011
DEC, Commerce
David Lubin David Lubin's BMO Capital Markets Experience 2006 - 2007
Job Real Estate Private Equity at CIII Capital Partners
Industry Investment Management
Experience
C-III Capital Partners/Island Capital Group June 2011 - Present
AREA Property Partners 2010 - 2010
MetLife Investors 2007 - 2009
BMO Capital Markets 2006 - 2007
Accenture 2005 - 2006
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Real Estate, Investment Properties, Business Strategy, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Development, Portfolio Management, Real Estate Economics, Financial Analysis, Equities, Investment Banking, Corporate Finance, Structured Finance, Acquisitions, Financial Structuring, Alternative Investments, Commercial Real Estate, Real Estate Financing
Education
Columbia University 2009 — 2010
MS, Real Estate
Cornell University 2001 — 2004
BS, ILR: Economics & Strategy
C-III Capital Partners/Island Capital Group June 2011 - Present
AREA Property Partners 2010 - 2010
MetLife Investors 2007 - 2009
BMO Capital Markets 2006 - 2007
Accenture 2005 - 2006
Merrill Lynch 2004 - 2004
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Real Estate, Investment Properties, Business Strategy, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Development, Portfolio Management, Real Estate Economics, Financial Analysis, Equities, Investment Banking, Corporate Finance, Structured Finance, Acquisitions, Financial Structuring, Alternative Investments, Commercial Real Estate, Real Estate Financing
Education
Columbia University 2009 — 2010
MS, Real Estate
Cornell University 2001 — 2004
BS, ILR: Economics & Strategy
David Vachon David Vachon's BMO Capital Markets Experience April 2014 - Present
Job Analyst, Investment Banking at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets April 2014 - Present
Crystalline Management August 2013 - April 2014
Dundee Capital Markets December 2012 - August 2013
Pavilion Advisory Group Ltd. August 2012 - December 2012
National Bank Financial August 2011 - September 2012
Skills
Bloomberg, Excel Modeling, Microsoft Office, Capital IQ, Financial Analysis, Financial Markets, Financial Reporting, French, English, Microsoft Excel, Investments, Risk Management, Equities, Valuation
Education
Concordia University 2011 — 2014
MBA with CFA integration, Finance
Concordia University 2007 — 2011
Bcomm, Finance
CFA Institute
Market Technicians Association
BMO Capital Markets April 2014 - Present
Crystalline Management August 2013 - April 2014
Dundee Capital Markets December 2012 - August 2013
Pavilion Advisory Group Ltd. August 2012 - December 2012
National Bank Financial August 2011 - September 2012
Skills
Bloomberg, Excel Modeling, Microsoft Office, Capital IQ, Financial Analysis, Financial Markets, Financial Reporting, French, English, Microsoft Excel, Investments, Risk Management, Equities, Valuation
Education
Concordia University 2011 — 2014
MBA with CFA integration, Finance
Concordia University 2007 — 2011
Bcomm, Finance
CFA Institute
Market Technicians Association
Steve Santa-Maria Steve Santa-Maria's BMO Capital Markets Experience July 2011 - Present
Job MD, FX Sales BMO Capital Markets NYC
Industry Financial Services
Experience
BMO Capital Markets July 2011 - Present
Cantor Fitzgerald November 2009 - July 2011
Standard Chartered Bank January 2007 - February 2009
BMO Capital Markets 1994 - 2006
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Business
LIU Post 1980 — 1985
Bachelors, Finance
BMO Capital Markets July 2011 - Present
Cantor Fitzgerald November 2009 - July 2011
Standard Chartered Bank January 2007 - February 2009
BMO Capital Markets 1994 - 2006
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Business
LIU Post 1980 — 1985
Bachelors, Finance
Vera Royf Vera Royf's BMO Capital Markets Experience November 2010 - November 2012
Job Credit Manager, Energy and other Commodities, at Jefferies
Industry Banking
Experience
Jefferies December 2012 - Present
BMO Capital Markets November 2010 - November 2012
Credit Agricole CIB July 2009 - December 2010
Bloomberg LP June 2007 - August 2007
UJA-Federation of New York 2005 - 2006
Skills
Credit Risk, Portfolio Management, Commodities, Energy Industry, Counterparty Risk, Distressed Debt, ISDA, Structured Finance, Fixed Income, Derivatives, FX Options, Capital Markets, Trading, Commodity, Bloomberg, Analysis, Investment Banking, Valuation, Equity Derivatives, Structured Products, Hedge Funds, Credit Derivatives, Hedging
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics/ Political Science
Jefferies December 2012 - Present
BMO Capital Markets November 2010 - November 2012
Credit Agricole CIB July 2009 - December 2010
Bloomberg LP June 2007 - August 2007
UJA-Federation of New York 2005 - 2006
Skills
Credit Risk, Portfolio Management, Commodities, Energy Industry, Counterparty Risk, Distressed Debt, ISDA, Structured Finance, Fixed Income, Derivatives, FX Options, Capital Markets, Trading, Commodity, Bloomberg, Analysis, Investment Banking, Valuation, Equity Derivatives, Structured Products, Hedge Funds, Credit Derivatives, Hedging
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics/ Political Science
Marc-Antoine Vezina, MBA, CFA Marc-Antoine Vezina, MBA, CFA's BMO Capital Markets Experience May 2015 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2015 - Present
CFA Institute September 2014 - Present
TD Securities May 2013 - April 2015
CFA Institute September 2011 - August 2014
BMO Financial Group May 2010 - April 2013
BMO Capital Markets May 2012 - August 2012
Skills
Fixed Income, FX Options, Equities, Structured Products, Money Market, Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Portfolio Management, Investments, Valuation, Capital Markets, Corporate Finance, Financial Markets, Asset Managment, Mutual Funds, Bloomberg Terminal, Investment Banking, Investment Strategies, Trading, Risk Management
Education
Concordia University 2011 — 2014
MBA, Investment Management
McGill University 2007 — 2010
Bcom, Finance
BMO Capital Markets May 2015 - Present
CFA Institute September 2014 - Present
TD Securities May 2013 - April 2015
CFA Institute September 2011 - August 2014
BMO Financial Group May 2010 - April 2013
BMO Capital Markets May 2012 - August 2012
Skills
Fixed Income, FX Options, Equities, Structured Products, Money Market, Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Portfolio Management, Investments, Valuation, Capital Markets, Corporate Finance, Financial Markets, Asset Managment, Mutual Funds, Bloomberg Terminal, Investment Banking, Investment Strategies, Trading, Risk Management
Education
Concordia University 2011 — 2014
MBA, Investment Management
McGill University 2007 — 2010
Bcom, Finance
Fiona Chu's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Barclays June 2014 - August 2014
Citigroup Inc. July 2010 - July 2013
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Investment Banking
Stanford University
BA, Economics
BMO Capital Markets July 2015 - Present
Barclays June 2014 - August 2014
Citigroup Inc. July 2010 - July 2013
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Investment Banking
Stanford University
BA, Economics
Philippe Saumure's BMO Capital Markets Experience May 2014 - September 2014
Job Service Representative for Money Market Operations North America at BMO
Industry Financial Services
Experience
BMO May 2012 - Present
BMO Capital Markets May 2014 - September 2014
BMO September 2012 - November 2012
Champs Sports 2008 - 2011
Education
Concordia University 2012 — 2015
Bachelor of Commerce (BCom), Finance
BMO May 2012 - Present
BMO Capital Markets May 2014 - September 2014
BMO September 2012 - November 2012
Champs Sports 2008 - 2011
Education
Concordia University 2012 — 2015
Bachelor of Commerce (BCom), Finance
Dan Bresnahan Dan Bresnahan's BMO Capital Markets Experience January 2007 - June 2008
Job Global Securitized Products Associate at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan September 2014 - Present
Allianz Global Investors May 2013 - August 2013
US Bank October 2008 - July 2012
BMO Capital Markets January 2007 - June 2008
Park National Bank / FBOP Corporation 2004 - 2006
McCarthy Capital Corporation 2004 - 2004
Skills
Real Estate, Commercial Lending, Finance, Loans, Equities, Financial Modeling, Financial Analysis, Funding, Portfolio Management, Valuation, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Creighton University 2000 — 2004
BA, Finance
J.P. Morgan September 2014 - Present
Allianz Global Investors May 2013 - August 2013
US Bank October 2008 - July 2012
BMO Capital Markets January 2007 - June 2008
Park National Bank / FBOP Corporation 2004 - 2006
McCarthy Capital Corporation 2004 - 2004
Skills
Real Estate, Commercial Lending, Finance, Loans, Equities, Financial Modeling, Financial Analysis, Funding, Portfolio Management, Valuation, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Creighton University 2000 — 2004
BA, Finance
André Bassila André Bassila's BMO Capital Markets Experience
Job VP, Insourcing Programs & Electronic Access at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets
Skills
Capital Markets, Trade Finance, Banking, Investment Banking, Credit Risk, Corporate Finance, Commercial Banking, Risk Management, Program Management
Education
Dalhousie University 2003 — 2007
Masters, MBA Financial Services
Université du Québec à Montréal
Certificate, Computer Science
BMO Capital Markets
Skills
Capital Markets, Trade Finance, Banking, Investment Banking, Credit Risk, Corporate Finance, Commercial Banking, Risk Management, Program Management
Education
Dalhousie University 2003 — 2007
Masters, MBA Financial Services
Université du Québec à Montréal
Certificate, Computer Science
Stephen Harper, MBA Stephen Harper, MBA's BMO Capital Markets Experience July 1999 - August 2001
Job Pricing Director at Borden Dairy Company
Industry Food & Beverages
Experience
Borden Dairy Company November 2013 - Present
M&A and Corporate Finance Consulting January 2013 - November 2013
Frito Lay July 2010 - January 2013
Frito Lay April 2009 - January 2011
Frito-Lay, Inc. April 2007 - November 2009
Frito-Lay, Inc. July 2004 - March 2007
Frito-Lay November 2002 - July 2004
Barra Capital 2001 - 2002
BMO Capital Markets July 1999 - August 2001
Morgan Stanley 1997 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Pricing Strategy, Strategic Planning, Mergers, Consumer Products, Cross-functional Team..., Corporate Finance, Financial Reporting, Due Diligence, Finance, Valuation, Acquisition Integration, Strategic Financial..., Strategy, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Strategy, Business Valuation, Leadership, Management, Private Equity, Pricing, Investments, Contract Negotiation, Business Analysis, Investment Banking, Competitive Analysis, Business Planning, P&L Management, Capital Markets, Financial Forecasting, Analysis, Managerial Finance, FMCG, Restructuring, Supply Chain Management, Supply Chain, Start-ups, P&L, Capital Budgeting, Essbase, Financial Planning
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Houston 1986 — 1991
BBA, Finance, Honors College
Lufkin High School
Borden Dairy Company November 2013 - Present
M&A and Corporate Finance Consulting January 2013 - November 2013
Frito Lay July 2010 - January 2013
Frito Lay April 2009 - January 2011
Frito-Lay, Inc. April 2007 - November 2009
Frito-Lay, Inc. July 2004 - March 2007
Frito-Lay November 2002 - July 2004
Barra Capital 2001 - 2002
BMO Capital Markets July 1999 - August 2001
Morgan Stanley 1997 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Pricing Strategy, Strategic Planning, Mergers, Consumer Products, Cross-functional Team..., Corporate Finance, Financial Reporting, Due Diligence, Finance, Valuation, Acquisition Integration, Strategic Financial..., Strategy, Mergers & Acquisitions, Executive Management, Portfolio Management, Business Strategy, Business Valuation, Leadership, Management, Private Equity, Pricing, Investments, Contract Negotiation, Business Analysis, Investment Banking, Competitive Analysis, Business Planning, P&L Management, Capital Markets, Financial Forecasting, Analysis, Managerial Finance, FMCG, Restructuring, Supply Chain Management, Supply Chain, Start-ups, P&L, Capital Budgeting, Essbase, Financial Planning
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
University of Houston 1986 — 1991
BBA, Finance, Honors College
Lufkin High School
Edgar Reynoso Edgar Reynoso's BMO Capital Markets Experience May 2011 - March 2012
Job Web/Graphic Designer Bilingual English and Spanish at University of Illinois Hospital & Health Sciences System
Industry Nonprofit Organization Management
Experience
University of Illinois Hospital & Health Sciences System December 2012 - Present
Univision Communications Inc. November 2012 - Present
BMO Capital Markets May 2011 - March 2012
St. Augustine College Chicago November 2011 - February 2012
El Valor November 2011 - January 2012
Blue Daring June 2005 - April 2009
Fig Media September 2008 - December 2008
Fellowes May 2001 - April 2003
Skills
Dreamweaver, Illustrator, Flash, InDesign, Final Cut Pro, Word, Excel, PowerPoint, HTML 5, CSS3, Photoshop, After Effects, Adobe Acrobat, Graphic Design
Education
Moraine Valley Community College 2008 — 2010
Certification, Web Design
Internal Academy of Design and Technology Chicago 2005 — 2007
Bechelor of Fine Arts, Video and Animation
Columbia College Chicago 2000 — 2005
Bachelors Of Art, Graphic Design
University of Illinois Hospital & Health Sciences System December 2012 - Present
Univision Communications Inc. November 2012 - Present
BMO Capital Markets May 2011 - March 2012
St. Augustine College Chicago November 2011 - February 2012
El Valor November 2011 - January 2012
Blue Daring June 2005 - April 2009
Fig Media September 2008 - December 2008
Fellowes May 2001 - April 2003
Skills
Dreamweaver, Illustrator, Flash, InDesign, Final Cut Pro, Word, Excel, PowerPoint, HTML 5, CSS3, Photoshop, After Effects, Adobe Acrobat, Graphic Design
Education
Moraine Valley Community College 2008 — 2010
Certification, Web Design
Internal Academy of Design and Technology Chicago 2005 — 2007
Bechelor of Fine Arts, Video and Animation
Columbia College Chicago 2000 — 2005
Bachelors Of Art, Graphic Design
Jeff Lavoie, CFA Jeff Lavoie, CFA's BMO Capital Markets Experience 2004 - 2005
Job Vice President, PIMCO
Industry Investment Management
Experience
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
PIMCO August 2012 - Present
Columbia Business School September 2010 - May 2012
Morgan Stanley June 2011 - August 2011
CPP Investment Board 2005 - 2010
BMO Capital Markets 2004 - 2005
UBS Investment Bank 2002 - 2004
Skills
Private Equity, Equity Research, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Equity Valuation, Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Valuation
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Queen's University 1998 — 2002
Bachelor of Commerce, Finance and Accounting
Holly Chance Holly Chance's BMO Capital Markets Experience February 2009 - September 2009
Job Trader at Prologue Capital
Industry Financial Services
Experience
Prologue Capital May 2015 - Present
Sky Lake LLC November 2014 - Present
Natixis CIB Americas September 2014 - March 2015
Barclays Capital September 2009 - June 2014
BMO Capital Markets February 2009 - September 2009
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, FX Options, Fixed Income, Trading Systems, Portfolio Management, Financial Modeling, Investment Banking, Risk Management, Financial Analysis, Hedge Funds, Bonds, Equities, Options, Business Strategy, Trading, Asset Management, Project Management, Structured Products, Strategic Planning, Financial Markets
Education
Cornell University 2005 — 2006
Masters of Engineering, Mechanical Engineering
Cornell University 2002 — 2006
Bachelor of Science (B.S.), Mechanical and Aerospace Engineering
Prologue Capital May 2015 - Present
Sky Lake LLC November 2014 - Present
Natixis CIB Americas September 2014 - March 2015
Barclays Capital September 2009 - June 2014
BMO Capital Markets February 2009 - September 2009
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, FX Options, Fixed Income, Trading Systems, Portfolio Management, Financial Modeling, Investment Banking, Risk Management, Financial Analysis, Hedge Funds, Bonds, Equities, Options, Business Strategy, Trading, Asset Management, Project Management, Structured Products, Strategic Planning, Financial Markets
Education
Cornell University 2005 — 2006
Masters of Engineering, Mechanical Engineering
Cornell University 2002 — 2006
Bachelor of Science (B.S.), Mechanical and Aerospace Engineering
Marielle Carpenter Marielle Carpenter's BMO Capital Markets Experience July 2004 - September 2008
Job
Industry Writing and Editing
Experience
BMO Capital Markets July 2004 - September 2008
STC Montreal 2003 - 2007
Concordia University 1998 - 2000
Skills
Editing, Proofreading, Technical Writing, Newsletters, Adobe Acrobat, Copy Editing, Software Documentation
Education
Concordia University
Certificate
Concordia University
Certificate
Concordia University
B.Sc.
University of Granada, Spain
Diploma
Mount Allison University 1983 — 1987
B.A.
University of Strasbourg, France
Diploma
BMO Capital Markets July 2004 - September 2008
STC Montreal 2003 - 2007
Concordia University 1998 - 2000
Skills
Editing, Proofreading, Technical Writing, Newsletters, Adobe Acrobat, Copy Editing, Software Documentation
Education
Concordia University
Certificate
Concordia University
Certificate
Concordia University
B.Sc.
University of Granada, Spain
Diploma
Mount Allison University 1983 — 1987
B.A.
University of Strasbourg, France
Diploma
Alex Rosen Alex Rosen's BMO Capital Markets Experience July 2015 - Present
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets July 2012 - July 2015
Seer Capital Management May 2011 - August 2011
Marsh 2010 - 2010
Skills
Capital IQ, Bloomberg Terminal, Bloomberg, Valuation, DCF, Microsoft Office, Microsoft Excel, PowerPoint, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Equity Valuation, LBO
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Venture Consulting
Comillas Pontifical University / ICADE 2010 — 2010
BMO Capital Markets July 2015 - Present
BMO Capital Markets July 2012 - July 2015
Seer Capital Management May 2011 - August 2011
Marsh 2010 - 2010
Skills
Capital IQ, Bloomberg Terminal, Bloomberg, Valuation, DCF, Microsoft Office, Microsoft Excel, PowerPoint, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Equity Valuation, LBO
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Venture Consulting
Comillas Pontifical University / ICADE 2010 — 2010
Merrill W. McHenry, MBA, CFA Merrill W. McHenry, MBA, CFA's BMO Capital Markets Experience October 2009 - April 2010
Job Senior MultiIndustry Financial Analyst
Industry Financial Services
Experience
Santander Consumer USA Inc. 2014 - Present
Beach Community Power Association Cooperative August 2013 - August 2014
Industrial Alliance Securities January 2013 - June 2013
EuroPacifc Securities Canada January 2012 - October 2012
Byron Capital Markets April 2011 - January 2012
Global Hunter Securities April 2010 - April 2011
BMO Capital Markets October 2009 - April 2010
Contract financial and business analyst for Tier 1 & Tier 2 firms January 2009 - October 2009
Tebo Capital & 235 Capital Partners August 2003 - November 2008
UMB Investment Advisors September 1996 - November 2002
Skills
Analysis, Research, Modeling, Equity Research, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equities, Corporate Finance, Equity Valuation, Due Diligence, Investments, Project Finance, Private Equity, Financial Analysis, Venture Capital, Mergers, Fixed Income, Mining, Gold, Portfolio Management, Mergers & Acquisitions, Commodity, Hedge Funds, Asset Management, Risk Management, Finance, Derivatives, Economics, Options, Business Valuation, Trading, Strategic Financial..., Bloomberg, Strategy, Securities, Investor Relations, Financial Markets, Financial Risk, Private Placements, Alternative Investments
Education
Harvard, MIT and Berkeley “edX” online student 2013 — 2014
Completion Certificate upon completion and passed exams - current student, “Agile+SaaS+Cloud – Software as a Service” CS169.1, Current Online Student
Wichita State University 1998 — 2002
MBA, Finance and Accounting
Wichita State University 1985 — 1992
Masters; Significant CMA and MPA: "Master's of Professional Accounting, Business Administration; Finance; Accounting and Economics
Wichita State University 1984 — 1992
Bachelors, Business Administration; Finance; Geology
Colorado School of Mines 1986 — 1991
Summer Studies/ Special Courses
Kansas State University 1983 — 1984
Geology - Undergrad Studies
Santander Consumer USA Inc. 2014 - Present
Beach Community Power Association Cooperative August 2013 - August 2014
Industrial Alliance Securities January 2013 - June 2013
EuroPacifc Securities Canada January 2012 - October 2012
Byron Capital Markets April 2011 - January 2012
Global Hunter Securities April 2010 - April 2011
BMO Capital Markets October 2009 - April 2010
Contract financial and business analyst for Tier 1 & Tier 2 firms January 2009 - October 2009
Tebo Capital & 235 Capital Partners August 2003 - November 2008
UMB Investment Advisors September 1996 - November 2002
Skills
Analysis, Research, Modeling, Equity Research, Investment Banking, Financial Modeling, Valuation, Capital Markets, Equities, Corporate Finance, Equity Valuation, Due Diligence, Investments, Project Finance, Private Equity, Financial Analysis, Venture Capital, Mergers, Fixed Income, Mining, Gold, Portfolio Management, Mergers & Acquisitions, Commodity, Hedge Funds, Asset Management, Risk Management, Finance, Derivatives, Economics, Options, Business Valuation, Trading, Strategic Financial..., Bloomberg, Strategy, Securities, Investor Relations, Financial Markets, Financial Risk, Private Placements, Alternative Investments
Education
Harvard, MIT and Berkeley “edX” online student 2013 — 2014
Completion Certificate upon completion and passed exams - current student, “Agile+SaaS+Cloud – Software as a Service” CS169.1, Current Online Student
Wichita State University 1998 — 2002
MBA, Finance and Accounting
Wichita State University 1985 — 1992
Masters; Significant CMA and MPA: "Master's of Professional Accounting, Business Administration; Finance; Accounting and Economics
Wichita State University 1984 — 1992
Bachelors, Business Administration; Finance; Geology
Colorado School of Mines 1986 — 1991
Summer Studies/ Special Courses
Kansas State University 1983 — 1984
Geology - Undergrad Studies
Jarrad Simpson Jarrad Simpson's BMO Capital Markets Experience January 2011 - August 2013
Job Investment Associate at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan September 2013 - Present
BMO Capital Markets January 2011 - August 2013
Bell February 2009 - November 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Relationship Management
Education
Concordia University 2005 — 2008
Bachelor of Commerce (B.Com.), Finance
Ontario Teachers' Pension Plan September 2013 - Present
BMO Capital Markets January 2011 - August 2013
Bell February 2009 - November 2010
Skills
Financial Modeling, Bloomberg, Investment Banking, Relationship Management
Education
Concordia University 2005 — 2008
Bachelor of Commerce (B.Com.), Finance
Adam Reichert Adam Reichert's BMO Capital Markets Experience September 2007 - Present
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets September 2007 - Present
Bank of Montreal September 2006 - September 2007
BMO Nesbitt Burns April 2006 - August 2006
Education
CFA Institute 2007 — 2010
CFA, Investment Management
Concordia University 2006 — 2009
MBA, Investment Management
Concordia University 2003 — 2006
B.Sc, Specialized Statistics
BMO Capital Markets September 2007 - Present
Bank of Montreal September 2006 - September 2007
BMO Nesbitt Burns April 2006 - August 2006
Education
CFA Institute 2007 — 2010
CFA, Investment Management
Concordia University 2006 — 2009
MBA, Investment Management
Concordia University 2003 — 2006
B.Sc, Specialized Statistics
Robert (Bert) Hazlett Robert (Bert) Hazlett's BMO Capital Markets Experience May 2006 - June 2011
Job Managing Director at Ladenburg Thalmann
Industry Investment Banking
Experience
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Ladenburg Thalmann May 2014 - Present
Roth Capital Partners April 2012 - April 2014
RCH Ventures LLC June 2011 - April 2012
BMO Capital Markets May 2006 - June 2011
SunTrust Robinson Humphrey July 2002 - May 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1995 - March 2000
UBS Securities Co., Ltd 1997 - 1998
Skills
Financial Modeling, Capital Markets, Banking, Corporate Development, Equities, Private Equity, Pharmaceuticals, Healthcare, Valuation, Mergers, Due Diligence, Equity Research, Asset Management, Financial Analysis, Portfolio Management, Corporate Finance, Bloomberg, Emerging Markets, Business Strategy, Equity Valuation, Business Planning, Investments, Fixed Income, Investment Banking, Management Consulting, Market Research, Debt, Investor Relations, Research, Trading, Financial Markets, Industry Analysis, Series 7, Competitive Analysis, Credit, Biotechnology, Forecasting, Business Valuation, Fundraising, Private Placements, Hedge Funds, LBO, Pharmaceutical Industry, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 1994 — 1995
Master of Business Administration (M.B.A.), Finance, Dean's Honor List
Yale University 1983 — 1987
BA, Economics (History)
Steven Steinberg Steven Steinberg's BMO Capital Markets Experience 2004 - 2008
Job Director Corporate Planning & Development at Ball Corporation
Industry Investment Banking
Experience
TTK Partners, LLC 2011 - 2012
Cantor Fitzgerald & Co. 2009 - 2011
BMO Capital Markets 2004 - 2008
Bear Stearns 1997 - 2003
Wertheim Schroder & Co. 1991 - 1997
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
Tufts University 1983 — 1987
BS, Engineering
TTK Partners, LLC 2011 - 2012
Cantor Fitzgerald & Co. 2009 - 2011
BMO Capital Markets 2004 - 2008
Bear Stearns 1997 - 2003
Wertheim Schroder & Co. 1991 - 1997
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
Tufts University 1983 — 1987
BS, Engineering
Jeff Currie Jeff Currie's BMO Capital Markets Experience November 2004 - Present
Job Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets November 2004 - Present
BMO Bank of Montreal May 2002 - November 2004
Skills
Portfolio Management, Account Management, Banking, Credit, Loans, Mergers & Acquisitions, Restructuring, Management, Trading, Capital Markets
Education
Canadian Securities Institute 2006 — 2010
FICB, Professional Banking Program
Dalhousie University 2006 — 2010
Masters of Business Administration, Financial Services
Dalhousie University 1998 — 2002
Bachelor of Commerce, Co-operative (with Distinction), Finance and Economics
BMO Capital Markets November 2004 - Present
BMO Bank of Montreal May 2002 - November 2004
Skills
Portfolio Management, Account Management, Banking, Credit, Loans, Mergers & Acquisitions, Restructuring, Management, Trading, Capital Markets
Education
Canadian Securities Institute 2006 — 2010
FICB, Professional Banking Program
Dalhousie University 2006 — 2010
Masters of Business Administration, Financial Services
Dalhousie University 1998 — 2002
Bachelor of Commerce, Co-operative (with Distinction), Finance and Economics
Anne Tricerri's BMO Capital Markets Experience July 2013 - Present
Job Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Poten & Partners August 2006 - June 2011
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Project Finance, Derivatives, Analysis
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
B.Sc., Chemical Engineering
Riverdale Country School
BMO Capital Markets July 2013 - Present
UBS Investment Bank June 2012 - August 2012
Poten & Partners August 2006 - June 2011
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Project Finance, Derivatives, Analysis
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
B.Sc., Chemical Engineering
Riverdale Country School
Jordan Mees Jordan Mees's BMO Capital Markets Experience May 2011 - August 2011
Job Wealth Management Associate at BMO Financial Group
Industry Insurance
Experience
BMO Financial Group January 2014 - Present
Manulife Financial August 2012 - November 2013
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets August 2010 - January 2011
BMO Nesbitt Burns January 2010 - April 2010
Education
Dalhousie University 2008 — 2012
BCOMM, Commerce Co-op - Finance Major
BMO Financial Group January 2014 - Present
Manulife Financial August 2012 - November 2013
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets August 2010 - January 2011
BMO Nesbitt Burns January 2010 - April 2010
Education
Dalhousie University 2008 — 2012
BCOMM, Commerce Co-op - Finance Major
Alison Byers Alison Byers's BMO Capital Markets Experience April 2013 - November 2013
Job Executive Assistant at Twitter
Industry Higher Education
Experience
Twitter July 2015 - Present
Gap Inc./GID February 2015 - April 2015
Gap Inc./GapTech September 2014 - February 2015
McKinsey & Company November 2013 - April 2014
BMO Capital Markets April 2013 - November 2013
Golden Gate University December 2007 - June 2012
Corte Madera Town Center Management Office May 2007 - October 2007
Boston Children's Museum August 2005 - July 2006
Cornell University July 2001 - July 2005
Cornell University June 2003 - September 2003
Skills
Non-profits, Research, Community Outreach, Fundraising, Volunteer Management, Social Media, Event Planning, Microsoft Operating..., Nonprofits, Management, Event Management, Leadership, Data Analysis, Grant Writing, Mac OS, Oracle Applications, Salesforce.com, Newsletters, Budgets
Education
Cornell University 2001 — 2005
BA, Sociology, 3.0
Twitter July 2015 - Present
Gap Inc./GID February 2015 - April 2015
Gap Inc./GapTech September 2014 - February 2015
McKinsey & Company November 2013 - April 2014
BMO Capital Markets April 2013 - November 2013
Golden Gate University December 2007 - June 2012
Corte Madera Town Center Management Office May 2007 - October 2007
Boston Children's Museum August 2005 - July 2006
Cornell University July 2001 - July 2005
Cornell University June 2003 - September 2003
Skills
Non-profits, Research, Community Outreach, Fundraising, Volunteer Management, Social Media, Event Planning, Microsoft Operating..., Nonprofits, Management, Event Management, Leadership, Data Analysis, Grant Writing, Mac OS, Oracle Applications, Salesforce.com, Newsletters, Budgets
Education
Cornell University 2001 — 2005
BA, Sociology, 3.0
Paul Adornato Paul Adornato's BMO Capital Markets Experience July 2005 - Present
Job REIT Analyst at BMO Capital Markets
Industry Real Estate
Experience
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
Sergio Caluori Sergio Caluori's BMO Capital Markets Experience July 2011 - December 2013
Job Programmer / Analyst at Desjardins
Industry Information Technology and Services
Experience
Desjardins January 2014 - Present
BMO Capital Markets July 2011 - December 2013
DMR / Fujitsu June 2010 - June 2011
Equifax Canada Co. January 2003 - March 2009
Skills
COBOL, Credit Analysis, VSAM, TSO, Unix, CICS, Visual Basic, Perl, Microsoft Office, DB2, Mainframe, Databases, ISPF, SQL, Microsoft Access, C, JCL, WebSphere MQ, SWIFT messaging, Capital Markets, Software Documentation, Access, SDLC
Education
Concordia University 2000 — 2002
Computer Science
CEGEP Ahuntsic 1990 — 1992
Computer Science
SAINT-EXUPERY HIGH SCHOOL 1984 — 1988
High School Diploma (D.E.S
Desjardins January 2014 - Present
BMO Capital Markets July 2011 - December 2013
DMR / Fujitsu June 2010 - June 2011
Equifax Canada Co. January 2003 - March 2009
Skills
COBOL, Credit Analysis, VSAM, TSO, Unix, CICS, Visual Basic, Perl, Microsoft Office, DB2, Mainframe, Databases, ISPF, SQL, Microsoft Access, C, JCL, WebSphere MQ, SWIFT messaging, Capital Markets, Software Documentation, Access, SDLC
Education
Concordia University 2000 — 2002
Computer Science
CEGEP Ahuntsic 1990 — 1992
Computer Science
SAINT-EXUPERY HIGH SCHOOL 1984 — 1988
High School Diploma (D.E.S
Jason Hong Jason Hong's BMO Capital Markets Experience 2007 - 2009
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Mark D. Smith Mark D. Smith's BMO Capital Markets Experience July 2007 - December 2014
Job Corporate Finance, Investment Banking and Technology Operations Professional
Industry Investment Banking
Experience
BMO Capital Markets July 2007 - December 2014
Columbia Business School 2005 - 2007
Misys 1997 - 2005
Skills
Investment Banking, Capital Markets, Private Equity, Valuation, Equities, Financial Modeling, Fixed Income, Strategy, Corporate Finance, Finance, Financial Services, Financial Analysis, Due Diligence, Mergers, Investments, Entrepreneurship
Education
Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor’s Degree, Economics
BMO Capital Markets July 2007 - December 2014
Columbia Business School 2005 - 2007
Misys 1997 - 2005
Skills
Investment Banking, Capital Markets, Private Equity, Valuation, Equities, Financial Modeling, Fixed Income, Strategy, Corporate Finance, Finance, Financial Services, Financial Analysis, Due Diligence, Mergers, Investments, Entrepreneurship
Education
Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor’s Degree, Economics
Kareem Sobaih's BMO Capital Markets Experience July 2013 - March 2015
Job Associate, Asset Based Lending at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets March 2015 - Present
BMO Capital Markets July 2013 - March 2015
BMO Capital Markets January 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Statement..., Credit, Financial Reporting, Finance, Business Strategy, Capital Markets, Financial Services, Banking, Portfolio Management, Credit Analysis, Credit Risk, Relationship Management, Corporate Finance, Bloomberg
Education
Dalhousie University 2011 — 2013
Master of Business Administration
Dalhousie University 2007 — 2011
Bachelor of Commerce
RBC Capital Markets March 2015 - Present
BMO Capital Markets July 2013 - March 2015
BMO Capital Markets January 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Financial Statement..., Credit, Financial Reporting, Finance, Business Strategy, Capital Markets, Financial Services, Banking, Portfolio Management, Credit Analysis, Credit Risk, Relationship Management, Corporate Finance, Bloomberg
Education
Dalhousie University 2011 — 2013
Master of Business Administration
Dalhousie University 2007 — 2011
Bachelor of Commerce
Ryan Anderson Ryan Anderson's BMO Capital Markets Experience August 2010 - July 2011
Job Vice President at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures May 2014 - Present
Volition Capital August 2011 - April 2014
BMO Capital Markets August 2010 - July 2011
Cowen and Company June 2009 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Financial Modeling, SaaS, Valuation, Private Equity, Financial Analysis, Management, Due Diligence, Corporate Finance, M&A experience, Enterprise Software
Education
College of the Holy Cross 2005 — 2009
B.A., Economics-Accounting
Battery Ventures May 2014 - Present
Volition Capital August 2011 - April 2014
BMO Capital Markets August 2010 - July 2011
Cowen and Company June 2009 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Financial Modeling, SaaS, Valuation, Private Equity, Financial Analysis, Management, Due Diligence, Corporate Finance, M&A experience, Enterprise Software
Education
College of the Holy Cross 2005 — 2009
B.A., Economics-Accounting
Adi Brenner's BMO Capital Markets Experience February 2005 - July 2008
Job Experienced Private Equity and Distressed Debt / Special Situations Investment Professional
Industry Investment Management
Experience
Columbia Business School January 2014 - May 2015
CriticalPoint Partners January 2013 - December 2013
Platinum Equity July 2011 - May 2012
Platinum Equity August 2008 - June 2011
Wharton Private Equity Alumni Association January 2010 - August 2010
BMO Capital Markets February 2005 - July 2008
Lexecon Consulting July 2002 - January 2005
Skills
Financial Modeling, Private Equity, LBO, Deal Sourcing, Special Situations..., Leveraged Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, M&A Modeling, Distressed M&A, Equities, Restructuring, Valuation, Distressed Debt, Credit Analysis, Equity Research Analysis, Business Valuation, DCF Valuation, Capital Structure, Covenants, Corporate Finance, Investments, Financial Analysis, Finance, Investment Banking, Corporate Development, Analysis, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Alternative Investments, Leadership, Economics, Business Development, Securities, Financial Structuring, Financial Markets, Financial Services, Credit, Investment Management, Investment Strategies, Banking, Bonds, Research, Equity Valuation
Education
Columbia University - Columbia Business School 2014 — 2015
University of Pennsylvania
University of Pennsylvania - The Wharton School
Columbia Business School January 2014 - May 2015
CriticalPoint Partners January 2013 - December 2013
Platinum Equity July 2011 - May 2012
Platinum Equity August 2008 - June 2011
Wharton Private Equity Alumni Association January 2010 - August 2010
BMO Capital Markets February 2005 - July 2008
Lexecon Consulting July 2002 - January 2005
Skills
Financial Modeling, Private Equity, LBO, Deal Sourcing, Special Situations..., Leveraged Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, M&A Modeling, Distressed M&A, Equities, Restructuring, Valuation, Distressed Debt, Credit Analysis, Equity Research Analysis, Business Valuation, DCF Valuation, Capital Structure, Covenants, Corporate Finance, Investments, Financial Analysis, Finance, Investment Banking, Corporate Development, Analysis, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Alternative Investments, Leadership, Economics, Business Development, Securities, Financial Structuring, Financial Markets, Financial Services, Credit, Investment Management, Investment Strategies, Banking, Bonds, Research, Equity Valuation
Education
Columbia University - Columbia Business School 2014 — 2015
University of Pennsylvania
University of Pennsylvania - The Wharton School
Chris Sloan Chris Sloan's BMO Capital Markets Experience April 2009 - September 2012
Job Manager of Finance at QEP Resources
Industry Oil & Energy
Experience
QEP Resources, Inc. April 2014 - Present
QEP Resources October 2012 - March 2014
BMO Capital Markets April 2009 - September 2012
Xcel Energy February 2008 - April 2009
Lehman Brothers August 2002 - February 2008
Cable Audit Associates June 2001 - August 2002
US Air Force 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equity Valuation, NPV, Cash Flow Forecasting, Financial Projections, PowerPoint, Excel, Bloomberg, Thomson One, Factset, Oil&Gas, HPDI, EDGAR, Salesforce.com, Executive Reporting, Reporting & Analysis, Mortgage Banking, Residential Mortgages, Due Diligence, Finance, Investor Relations, Energy, Natural Gas, Risk Management, Investments, IPO, Trading, Securitization, Energy Industry, Equity Research, Valuation, Forecasting
Education
University of Colorado Denver 2007 — 2009
MBA, Finance
Colorado State University 1999 — 2001
Bachelor of Science, Finance
QEP Resources, Inc. April 2014 - Present
QEP Resources October 2012 - March 2014
BMO Capital Markets April 2009 - September 2012
Xcel Energy February 2008 - April 2009
Lehman Brothers August 2002 - February 2008
Cable Audit Associates June 2001 - August 2002
US Air Force 1995 - 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equity Valuation, NPV, Cash Flow Forecasting, Financial Projections, PowerPoint, Excel, Bloomberg, Thomson One, Factset, Oil&Gas, HPDI, EDGAR, Salesforce.com, Executive Reporting, Reporting & Analysis, Mortgage Banking, Residential Mortgages, Due Diligence, Finance, Investor Relations, Energy, Natural Gas, Risk Management, Investments, IPO, Trading, Securitization, Energy Industry, Equity Research, Valuation, Forecasting
Education
University of Colorado Denver 2007 — 2009
MBA, Finance
Colorado State University 1999 — 2001
Bachelor of Science, Finance
Kristen M. Moorman's BMO Capital Markets Experience June 2013 - Present
Job Senior Brand Manager at Social Power Hour
Industry Capital Markets
Experience
BMO Capital Markets June 2013 - Present
Social Power Hour May 2014 - December 2014
Cancer Treatment Centers of America September 2012 - May 2013
Cancer Treatment Centers of America September 2007 - September 2012
Green Tree Animal Hospital April 2006 - July 2007
American Eagle Outfitters June 2004 - April 2006
Skills
Customer Service, Hospitals, Healthcare, Process Improvement, Process Scheduler, Training, Management, Public Speaking, Project Management, Team Leadership, Microsoft Office, Organizational..., Six Sigma, Healthcare Information..., Strategic Initiatives, Maintaining Strong..., Planning & Organizing..., Adaptability, Analytical Skills, Dependable Team Player, Leadership, Time Management, Sales, Microsoft Excel, Software Documentation, Outlook, Clinical Research, Employee Relations, Recruiting, Team Building, Strategic Planning, Microsoft Word, Healthcare Management
Education
College of Lake County 2012 — 2014
Associate of Arts (A.A.), Business Administration & Psychology
BMO Capital Markets June 2013 - Present
Social Power Hour May 2014 - December 2014
Cancer Treatment Centers of America September 2012 - May 2013
Cancer Treatment Centers of America September 2007 - September 2012
Green Tree Animal Hospital April 2006 - July 2007
American Eagle Outfitters June 2004 - April 2006
Skills
Customer Service, Hospitals, Healthcare, Process Improvement, Process Scheduler, Training, Management, Public Speaking, Project Management, Team Leadership, Microsoft Office, Organizational..., Six Sigma, Healthcare Information..., Strategic Initiatives, Maintaining Strong..., Planning & Organizing..., Adaptability, Analytical Skills, Dependable Team Player, Leadership, Time Management, Sales, Microsoft Excel, Software Documentation, Outlook, Clinical Research, Employee Relations, Recruiting, Team Building, Strategic Planning, Microsoft Word, Healthcare Management
Education
College of Lake County 2012 — 2014
Associate of Arts (A.A.), Business Administration & Psychology
David Guénette David Guénette's BMO Capital Markets Experience 2008 - April 2012
Job
Industry Hospital & Health Care
Experience
MMI Montreal Medical International Inc. August 2013 - Present
Consultation DG May 2012 - July 2013
BMO Capital Markets 2008 - April 2012
Deloitte October 2006 - March 2008
State Street April 2006 - September 2006
Caterpillar August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Corporate Tax, Transfer Pricing, Tax Advisory
Education
HEC Montréal 2011 — 2013
Master of Laws (LL.M.), Taxation
Concordia University 2005 — 2008
MBA/CFA, Investment Management
McGill University 2000 — 2004
Bachelor, Electrical Engineering
MMI Montreal Medical International Inc. August 2013 - Present
Consultation DG May 2012 - July 2013
BMO Capital Markets 2008 - April 2012
Deloitte October 2006 - March 2008
State Street April 2006 - September 2006
Caterpillar August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Corporate Tax, Transfer Pricing, Tax Advisory
Education
HEC Montréal 2011 — 2013
Master of Laws (LL.M.), Taxation
Concordia University 2005 — 2008
MBA/CFA, Investment Management
McGill University 2000 — 2004
Bachelor, Electrical Engineering
Claude Poulet Claude Poulet's BMO Capital Markets Experience May 2009 - Present
Job Application Software Development Manager at Bank of Montreal
Industry Investment Banking
Experience
BMO Capital Markets May 2009 - Present
Sun Life Financial May 1998 - June 2009
Skills
Grande capacité à..., Capacité à motiver le..., Sens de l’organisation..., Obtention du certificat..., Leadership, intérêt à..., Coaching et évaluation...
Education
Concordia University 1992 — 1997
MBA, Finance
McGill University 1981 — 1995
Bachelor, Computer Science
BMO Capital Markets May 2009 - Present
Sun Life Financial May 1998 - June 2009
Skills
Grande capacité à..., Capacité à motiver le..., Sens de l’organisation..., Obtention du certificat..., Leadership, intérêt à..., Coaching et évaluation...
Education
Concordia University 1992 — 1997
MBA, Finance
McGill University 1981 — 1995
Bachelor, Computer Science
David Casper David Casper's BMO Capital Markets Experience 2006 - 2010
Job President and Chief Executive Officer, BMO Harris Bank N.A. and Group Head, Commercial Banking at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2015 - Present
BMO Harris Bank 2010 - June 2015
BMO Capital Markets 2006 - 2010
BMO Capital Markets 2003 - 2006
Education
Dartmouth College
Bachelor’s Degree
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
BMO Harris Bank June 2015 - Present
BMO Harris Bank 2010 - June 2015
BMO Capital Markets 2006 - 2010
BMO Capital Markets 2003 - 2006
Education
Dartmouth College
Bachelor’s Degree
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Rachel Emard's BMO Capital Markets Experience September 2015 - Present
Job Administrative Assistant
Industry Investment Banking
Experience
BMO Capital Markets September 2015 - Present
BMO Capital Markets March 2015 - Present
Molly's Cupcakes October 2014 - March 2015
Careington International Corporation January 2014 - October 2014
Careington International Corporation August 2012 - January 2014
Target July 2009 - August 2012
Skills
Culinary Skills, Pastry, Training, Compliance, Administration, Microsoft Applications, Macintosh Applications, Organization, Chef, Time Management, Research, Healthcare, Health Insurance, Licensing, Life & Health Insurance..., Executive..., Customer Service
Education
University of North Texas
Hospitality Administration/Management
Collin County Community College
Culinary Arts/Chef Training
BMO Capital Markets September 2015 - Present
BMO Capital Markets March 2015 - Present
Molly's Cupcakes October 2014 - March 2015
Careington International Corporation January 2014 - October 2014
Careington International Corporation August 2012 - January 2014
Target July 2009 - August 2012
Skills
Culinary Skills, Pastry, Training, Compliance, Administration, Microsoft Applications, Macintosh Applications, Organization, Chef, Time Management, Research, Healthcare, Health Insurance, Licensing, Life & Health Insurance..., Executive..., Customer Service
Education
University of North Texas
Hospitality Administration/Management
Collin County Community College
Culinary Arts/Chef Training
Bruno Diodati's BMO Capital Markets Experience 2009 - 2010
Job Senior Account Manager, Leasing Division Quebec and Atlantic Region at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada February 2015 - Present
National Bank July 2014 - Present
Bank of America Merril Lynch August 2010 - July 2014
Bank of America / Merrill Lynch 2010 - 2011
BMO Capital Markets 2009 - 2010
Skills
Capital Markets, Investment Banking, Commercial Lending, Commercial Banking, Treasury Management, Trade Finance, Corporate Finance, Cash Management, FX, Portfolio Management, Credit, Loans, Banking, Working Capital..., Payments, FX Options, Risk Management, Financial Risk, Financial Analysis, Relationship Management, Credit Risk, Derivatives, Treasury, Fixed Income, Financial Services, Liquidity Management
Education
Concordia University
HSBC Bank Canada February 2015 - Present
National Bank July 2014 - Present
Bank of America Merril Lynch August 2010 - July 2014
Bank of America / Merrill Lynch 2010 - 2011
BMO Capital Markets 2009 - 2010
Skills
Capital Markets, Investment Banking, Commercial Lending, Commercial Banking, Treasury Management, Trade Finance, Corporate Finance, Cash Management, FX, Portfolio Management, Credit, Loans, Banking, Working Capital..., Payments, FX Options, Risk Management, Financial Risk, Financial Analysis, Relationship Management, Credit Risk, Derivatives, Treasury, Fixed Income, Financial Services, Liquidity Management
Education
Concordia University
Boshi Lu Boshi Lu's BMO Capital Markets Experience July 2012 - July 2013
Job Founding Partner at Hantang Overseas Asset Management
Industry Banking
Experience
Hantang Overseas Asset Management October 2013 - Present
BMO Capital Markets July 2012 - July 2013
CITIC Securities Company Limited June 2011 - August 2011
Beijing Zrplay Online Entertainment July 2007 - November 2010
Skills
Competitive Analysis
Education
Cornell University 2010 — 2012
Master, Public Administration; Economy and Fiscal Policy, 3.61
Peking University 2005 — 2009
International Relations, International Relations and Affairs, 3.5
Peking University 2005 — 2009
Bachelor of Economics, International Economics, 3.3
Hantang Overseas Asset Management October 2013 - Present
BMO Capital Markets July 2012 - July 2013
CITIC Securities Company Limited June 2011 - August 2011
Beijing Zrplay Online Entertainment July 2007 - November 2010
Skills
Competitive Analysis
Education
Cornell University 2010 — 2012
Master, Public Administration; Economy and Fiscal Policy, 3.61
Peking University 2005 — 2009
International Relations, International Relations and Affairs, 3.5
Peking University 2005 — 2009
Bachelor of Economics, International Economics, 3.3
Chris Sequeira's BMO Capital Markets Experience July 2015 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
BMO Capital Markets July 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Bank of America July 2011 - August 2013
Bank of America June 2009 - July 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Investments and Securities
University of North Carolina at Charlotte 2004 — 2008
BSBA, Finance
University of North Carolina at Charlotte 2004 — 2008
BS, Economics
Daniel Cerulli Daniel Cerulli's BMO Capital Markets Experience July 2013 - February 2015
Job Associate at Brookfield Financial
Industry Capital Markets
Experience
Brookfield Financial February 2015 - Present
BMO Capital Markets July 2013 - February 2015
Roynat Capital May 2012 - June 2013
BDC June 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Finance, Capital Markets, Investments, Microsoft Excel, Microsoft Office
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance
Brookfield Financial February 2015 - Present
BMO Capital Markets July 2013 - February 2015
Roynat Capital May 2012 - June 2013
BDC June 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Portfolio Management, Finance, Capital Markets, Investments, Microsoft Excel, Microsoft Office
Education
Concordia University 2008 — 2011
Bachelor of Commerce, Finance
Sebastian LLano Sebastian LLano's BMO Capital Markets Experience February 2009 - December 2010
Job Lead Developer at McMillianCo.
Industry Graphic Design
Experience
McMillianCo. October 2012 - Present
Sebastian Llano January 2007 - October 2012
Artbox LLC 2011 - 2011
BMO Capital Markets February 2009 - December 2010
Skills
Web Development, jQuery, HTML 5, CSS3, CSS, Wordpress, Front-end, Web Design, User Interface Design, NationBuilder, Magento, Photoshop, Photography, Flash, ActionScript, Logo Design, Dreamweaver
Education
CUNY Baccalaureate for Unique and Interdisciplinary Studies 2009 — 2011
Bachelor's Degree, Web Development and Design
Nassau Community College
Associate of Arts (A.A.), Commercial and Advertising Art
McMillianCo. October 2012 - Present
Sebastian Llano January 2007 - October 2012
Artbox LLC 2011 - 2011
BMO Capital Markets February 2009 - December 2010
Skills
Web Development, jQuery, HTML 5, CSS3, CSS, Wordpress, Front-end, Web Design, User Interface Design, NationBuilder, Magento, Photoshop, Photography, Flash, ActionScript, Logo Design, Dreamweaver
Education
CUNY Baccalaureate for Unique and Interdisciplinary Studies 2009 — 2011
Bachelor's Degree, Web Development and Design
Nassau Community College
Associate of Arts (A.A.), Commercial and Advertising Art
Jay Shopsowitz's BMO Capital Markets Experience November 2013 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2013 - Present
Capital One September 2012 - November 2013
International Financial Centre of Montreal May 2011 - April 2012
Skills
Risk Management, Business Analysis, Business Strategy, Financial Modeling, Investment Banking, Valuation
Education
McGill University 2008 — 2012
Bachelor of Commerce, Finance
Copenhagen Business School 2010 — 2010
Exchange, Finance
BMO Capital Markets November 2013 - Present
Capital One September 2012 - November 2013
International Financial Centre of Montreal May 2011 - April 2012
Skills
Risk Management, Business Analysis, Business Strategy, Financial Modeling, Investment Banking, Valuation
Education
McGill University 2008 — 2012
Bachelor of Commerce, Finance
Copenhagen Business School 2010 — 2010
Exchange, Finance
Ryan McInerney, MFin. Ryan McInerney, MFin.'s BMO Capital Markets Experience June 2014 - Present
Job Equity Research Associate (Insurance)
Industry Investment Banking
Experience
BMO Capital Markets June 2014 - Present
4finance February 2014 - May 2014
Skills
VBA, Financial Modeling, Valuation, Monte Carlo Simulation, Portfolio Optimization, Scenario Analysis, SAS, Investments, Investment Banking, Microsoft SQL Server, Credit Analysis, Logistic Regression, Credit Scoring, Financial Statement..., Equity Research, Bloomberg Terminal, Bloomberg, Asset Based Finance, Property & Casualty..., Life Insurance
Education
Schulich School of Business 2011 — 2012
Master of Finance, Finance
Dalhousie University 2007 — 2011
Bachelor of Commerce, Finance
BMO Capital Markets June 2014 - Present
4finance February 2014 - May 2014
Skills
VBA, Financial Modeling, Valuation, Monte Carlo Simulation, Portfolio Optimization, Scenario Analysis, SAS, Investments, Investment Banking, Microsoft SQL Server, Credit Analysis, Logistic Regression, Credit Scoring, Financial Statement..., Equity Research, Bloomberg Terminal, Bloomberg, Asset Based Finance, Property & Casualty..., Life Insurance
Education
Schulich School of Business 2011 — 2012
Master of Finance, Finance
Dalhousie University 2007 — 2011
Bachelor of Commerce, Finance
Gabriela Casasnovas, CFA Gabriela Casasnovas, CFA's BMO Capital Markets Experience March 2015 - Present
Job Associate, Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2015 - Present
Dundee Capital Markets May 2011 - March 2015
Byron Capital Markets September 2009 - May 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Equity Research, Equity Valuation, Securities, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Hedge Funds
Education
McGill University 2007 — 2009
Bachelor of Commerce, Finance
Concordia University 2005 — 2007
Bachelor of Commerce (B.Com.), Finance
CFA Institute
BMO Capital Markets March 2015 - Present
Dundee Capital Markets May 2011 - March 2015
Byron Capital Markets September 2009 - May 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Equity Research, Equity Valuation, Securities, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Hedge Funds
Education
McGill University 2007 — 2009
Bachelor of Commerce, Finance
Concordia University 2005 — 2007
Bachelor of Commerce (B.Com.), Finance
CFA Institute
Jessica McCormack's BMO Capital Markets Experience March 2015 - Present
Job Human Resources Consultant at BMO Capital Markets
Industry Human Resources
Experience
BMO Capital Markets March 2015 - Present
BMO Capital Markets September 2013 - March 2015
Knightsbridge Human Capital Solutions July 2012 - September 2013
Lyreco August 2010 - July 2012
Cambridge Management Planning Inc. May 2010 - August 2010
Skills
Technical Recruiting, Recruiting, Talent Management, Human Resources, HRIS, Talent Acquisition, Employee Relations, Performance Management, HR Policies, Employee Engagement, Onboarding, Screening Resumes, Interviews, Recruitment Advertising, Succession Planning, Training, HR Consulting, Career Development, Personnel Management, Workforce Planning, Executive Search
Education
George Brown College 2009 — 2010
Post Graduate, Human Resources Management
Dalhousie University 2005 — 2009
BA, Sociology and Social Anthropology
BMO Capital Markets March 2015 - Present
BMO Capital Markets September 2013 - March 2015
Knightsbridge Human Capital Solutions July 2012 - September 2013
Lyreco August 2010 - July 2012
Cambridge Management Planning Inc. May 2010 - August 2010
Skills
Technical Recruiting, Recruiting, Talent Management, Human Resources, HRIS, Talent Acquisition, Employee Relations, Performance Management, HR Policies, Employee Engagement, Onboarding, Screening Resumes, Interviews, Recruitment Advertising, Succession Planning, Training, HR Consulting, Career Development, Personnel Management, Workforce Planning, Executive Search
Education
George Brown College 2009 — 2010
Post Graduate, Human Resources Management
Dalhousie University 2005 — 2009
BA, Sociology and Social Anthropology
Paulo Ribeiro Paulo Ribeiro's BMO Capital Markets Experience August 2014 - Present
Job Financials/Payments analyst
Industry Investment Management
Experience
BMO Capital Markets August 2014 - Present
Petrarca Capital Management March 2013 - June 2014
HSBC Global Banking and Markets January 2010 - November 2012
Unibanco Securities (currently Itau BBA Securities) June 2008 - February 2009
Bear Stearns (acquired by JP Morgan) April 2006 - June 2008
Citigroup October 2004 - April 2006
Standard Chartered Bank September 2003 - October 2004
Bank of Tokyo-Mitsubishi UFJ December 2002 - September 2003
Lehman Brothers September 2000 - November 2002
Standard & Poor's August 1998 - September 2000
Skills
Equity Research, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Emerging Markets, Portfolio Management, Asset Management, Latin America, Investments, Financial Markets, Financial Analysis, Series 7, Financial Services, Credit Risk, Investment Strategies, Equity Valuation, Series 63, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance, Organization of American States (OAS) Fellowship
Universidade Federal de Minas Gerais
Bachelor of Science (B.Sc.), Mechanical Engineering, Valedictorian
BMO Capital Markets August 2014 - Present
Petrarca Capital Management March 2013 - June 2014
HSBC Global Banking and Markets January 2010 - November 2012
Unibanco Securities (currently Itau BBA Securities) June 2008 - February 2009
Bear Stearns (acquired by JP Morgan) April 2006 - June 2008
Citigroup October 2004 - April 2006
Standard Chartered Bank September 2003 - October 2004
Bank of Tokyo-Mitsubishi UFJ December 2002 - September 2003
Lehman Brothers September 2000 - November 2002
Standard & Poor's August 1998 - September 2000
Skills
Equity Research, Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Financial Modeling, Valuation, Bloomberg, Emerging Markets, Portfolio Management, Asset Management, Latin America, Investments, Financial Markets, Financial Analysis, Series 7, Financial Services, Credit Risk, Investment Strategies, Equity Valuation, Series 63, Equities
Education
Cornell University - S.C. Johnson Graduate School of Management 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance, Organization of American States (OAS) Fellowship
Universidade Federal de Minas Gerais
Bachelor of Science (B.Sc.), Mechanical Engineering, Valedictorian
Kevin Wosik Kevin Wosik's BMO Capital Markets Experience July 2012 - January 2014
Job Corporate Finance at CIT
Industry Capital Markets
Experience
CIT May 2015 - Present
BMO Capital Markets July 2012 - January 2014
TD Securities May 2011 - August 2011
TD Securities May 2010 - August 2010
TD Securities May 2009 - August 2009
TD Securities July 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Finance, Capital IQ, Economics, Corporate Finance, Equity Valuation, Investment Banking, Accounting, Analysis, Cash Management, Banking, Investments
Education
Queen's University 2008 — 2012
Commerce, Finance
Copenhagen Business School
CIT May 2015 - Present
BMO Capital Markets July 2012 - January 2014
TD Securities May 2011 - August 2011
TD Securities May 2010 - August 2010
TD Securities May 2009 - August 2009
TD Securities July 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Bloomberg, Finance, Capital IQ, Economics, Corporate Finance, Equity Valuation, Investment Banking, Accounting, Analysis, Cash Management, Banking, Investments
Education
Queen's University 2008 — 2012
Commerce, Finance
Copenhagen Business School
Dennis Dering Dennis Dering's BMO Capital Markets Experience May 2013 - August 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
BMO Capital Markets May 2013 - August 2013
Permanens Capital LP May 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics and Management- Finance Specialization
Delbarton School 2004 — 2010
Morgan Stanley May 2014 - Present
BMO Capital Markets May 2013 - August 2013
Permanens Capital LP May 2011 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Applied Economics and Management- Finance Specialization
Delbarton School 2004 — 2010
Marilyn Beaubrun Marilyn Beaubrun's BMO Capital Markets Experience April 2006 - August 2010
Job Graphiste | Affaires publiques et communications at Ivanhoé Cambridge
Industry Graphic Design
Experience
Ivanhoé Cambridge October 2012 - Present
Caisse de dépôt et placement du Québec June 2011 - September 2012
BMO Capital Markets April 2006 - August 2010
Quantum Management Services Ltd. July 2005 - April 2006
Skills
Typography, Graphic Design, Illustrator, InDesign, Posters, Layout, Brochures, Illustration, Adobe Creative Suite, Business Cards, Corporate Identity, Flyers, Graphics, Photoshop, QuarkXPress, Image Manipulation, Dreamweaver, Web Design, Packaging, PowerPoint, Microsoft Word, Flash Animation, Drawing, Logo Design, Digital Photography
Education
Concordia University 2010 — 2010
Certificate, Web design
Collège Édouard-Montpetit 2000 — 2004
DEC, microédition et hypermédia
Ivanhoé Cambridge October 2012 - Present
Caisse de dépôt et placement du Québec June 2011 - September 2012
BMO Capital Markets April 2006 - August 2010
Quantum Management Services Ltd. July 2005 - April 2006
Skills
Typography, Graphic Design, Illustrator, InDesign, Posters, Layout, Brochures, Illustration, Adobe Creative Suite, Business Cards, Corporate Identity, Flyers, Graphics, Photoshop, QuarkXPress, Image Manipulation, Dreamweaver, Web Design, Packaging, PowerPoint, Microsoft Word, Flash Animation, Drawing, Logo Design, Digital Photography
Education
Concordia University 2010 — 2010
Certificate, Web design
Collège Édouard-Montpetit 2000 — 2004
DEC, microédition et hypermédia
Omer Adhia Omer Adhia's BMO Capital Markets Experience January 2009 - July 2009
Job
Industry Investment Management
Experience
Cubist Systematic Strategies June 2015 - Present
CPP Investment Board February 2013 - May 2015
TD Securities January 2011 - January 2013
Blue Claw Capital October 2010 - January 2011
Asolare Capital Management, LLC August 2009 - September 2010
BMO Capital Markets January 2009 - July 2009
Bank of Montreal, Capital Markets July 2007 - December 2008
AMD January 2006 - April 2006
Qualcomm 2006 - 2006
TELUS 2005 - 2005
Skills
Trading Strategies, Time Series Analysis, Portfolio Strategy, Monte Carlo Simulation, Backtesting, Statistical Arbitrage, Market Making, Trading Systems, Machine Learning, Quantitative Research, Portfolio Management, Options, VBA, Bloomberg, R
Education
Columbia University in the City of New York 2011 — 2013
Masters in Operations Research - Methods in Finance
University of Waterloo 2002 — 2007
BASc
Karachi Grammar School 1998 — 2002
Cubist Systematic Strategies June 2015 - Present
CPP Investment Board February 2013 - May 2015
TD Securities January 2011 - January 2013
Blue Claw Capital October 2010 - January 2011
Asolare Capital Management, LLC August 2009 - September 2010
BMO Capital Markets January 2009 - July 2009
Bank of Montreal, Capital Markets July 2007 - December 2008
AMD January 2006 - April 2006
Qualcomm 2006 - 2006
TELUS 2005 - 2005
Skills
Trading Strategies, Time Series Analysis, Portfolio Strategy, Monte Carlo Simulation, Backtesting, Statistical Arbitrage, Market Making, Trading Systems, Machine Learning, Quantitative Research, Portfolio Management, Options, VBA, Bloomberg, R
Education
Columbia University in the City of New York 2011 — 2013
Masters in Operations Research - Methods in Finance
University of Waterloo 2002 — 2007
BASc
Karachi Grammar School 1998 — 2002
Lee Westerfield's BMO Capital Markets Experience 2008 - 2010
Job CFO at The Orchard
Industry Internet
Experience
The Orchard 2014 - Present
Korrect Ltd 2015 - Present
appMobi 2011 - 2013
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2008
Jefferies LLC 2003 - 2004
UBS 1995 - 2003
Time Warner Inc. 1990 - 1993
Education
Yale University 1986 — 1990
BA
Columbia Business School 1993 — 1995
MBA
The Orchard 2014 - Present
Korrect Ltd 2015 - Present
appMobi 2011 - 2013
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2008
Jefferies LLC 2003 - 2004
UBS 1995 - 2003
Time Warner Inc. 1990 - 1993
Education
Yale University 1986 — 1990
BA
Columbia Business School 1993 — 1995
MBA
San Q. Phan San Q. Phan's BMO Capital Markets Experience 2010 - 2015
Job Equity Analyst at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities USA Inc. 2015 - Present
BMO Capital Markets 2010 - 2015
Pacific Alternative Asset Management Company (PAAMCO) June 2009 - August 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Education
Columbia Business School
MBA, Finance, Value Investing
University of Pennsylvania
BSE, Civil Engineering Systems; Minor in Mathematics
Mizuho Securities USA Inc. 2015 - Present
BMO Capital Markets 2010 - 2015
Pacific Alternative Asset Management Company (PAAMCO) June 2009 - August 2009
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Morgan Stanley 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Education
Columbia Business School
MBA, Finance, Value Investing
University of Pennsylvania
BSE, Civil Engineering Systems; Minor in Mathematics
Edward Meyers's BMO Capital Markets Experience April 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets April 2009 - Present
Goldman Sachs & Co. 2004 - 2009
Banc One Capital Markets 2000 - 2004
New Harbor Incorporated 1997 - 2001
Duke/Louis Dreyfus LLC 1996 - 1997
Smith Barney 1993 - 1996
The First Boston Corporation 1977 - 1993
Skills
Public Finance, Debt, Capital Markets, Investment Banking, Valuation, Investments, Fixed Income, Derivatives, Portfolio Management, Finance
Education
Fordham University School of Law 1974 — 1977
JD, Law
College of the Holy Cross 1969 — 1974
AB, Political Science
BMO Capital Markets April 2009 - Present
Goldman Sachs & Co. 2004 - 2009
Banc One Capital Markets 2000 - 2004
New Harbor Incorporated 1997 - 2001
Duke/Louis Dreyfus LLC 1996 - 1997
Smith Barney 1993 - 1996
The First Boston Corporation 1977 - 1993
Skills
Public Finance, Debt, Capital Markets, Investment Banking, Valuation, Investments, Fixed Income, Derivatives, Portfolio Management, Finance
Education
Fordham University School of Law 1974 — 1977
JD, Law
College of the Holy Cross 1969 — 1974
AB, Political Science
Olof Matti Olof Matti's BMO Capital Markets Experience March 2013 - July 2015
Job CoFounder at TipTap Solutions
Industry Financial Services
Experience
TipTap Solutions February 2015 - Present
BMO Capital Markets March 2013 - July 2015
iLevel Solutions September 2011 - March 2013
Columbia University September 2010 - December 2011
SecondMarket, Inc. May 2010 - May 2011
Boliden May 2006 - August 2009
Skills
Business Strategy, Financial Modeling, Project Management, Organizational..., Strategy Execution, Corporate Finance, Investment Banking, Competitive Analysis
Education
Columbia University in the City of New York 2008 — 2011
Bachelors of Arts, Economics
TipTap Solutions February 2015 - Present
BMO Capital Markets March 2013 - July 2015
iLevel Solutions September 2011 - March 2013
Columbia University September 2010 - December 2011
SecondMarket, Inc. May 2010 - May 2011
Boliden May 2006 - August 2009
Skills
Business Strategy, Financial Modeling, Project Management, Organizational..., Strategy Execution, Corporate Finance, Investment Banking, Competitive Analysis
Education
Columbia University in the City of New York 2008 — 2011
Bachelors of Arts, Economics
Dan Ramsden Dan Ramsden's BMO Capital Markets Experience 1994 - 2002
Job Banking, strategy, investment in the digital economy
Industry Financial Services
Experience
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Alain Maksoud Alain Maksoud's BMO Capital Markets Experience July 2015 - Present
Job Helpdesk Team Lead
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets December 2012 - July 2015
Bank of Montreal February 2010 - December 2012
Skills
Relationship Management, Banking, Commercial Banking, Portfolio Management, Credit Cards
Education
Concordia University 2002 — 2007
Bachelor, Major in Management
Vanier College 1999 — 2001
DEC, Computer Science
BMO Capital Markets July 2015 - Present
BMO Capital Markets December 2012 - July 2015
Bank of Montreal February 2010 - December 2012
Skills
Relationship Management, Banking, Commercial Banking, Portfolio Management, Credit Cards
Education
Concordia University 2002 — 2007
Bachelor, Major in Management
Vanier College 1999 — 2001
DEC, Computer Science
Timothy Tien's BMO Capital Markets Experience April 2002 - January 2012
Job Fund Manager and Founder, Parable Insight
Industry Investment Management
Experience
Parable Capital Fund LP January 2015 - Present
Guggenheim Fund Solutions January 2012 - November 2014
BMO Capital Markets April 2002 - January 2012
Commerzbank Capital Markets Corp 1998 - March 2002
JPMorgan 1991 - 1998
Salomon Brothers January 1989 - 1991
Skills
Portfolio Management, Merger Arbitrage, Risk Management, Arbitrage, Equity Derivatives, Trading, Equity Research, Equity Trading, Technology, Managed Accounts, Index Arbitrage, Operations, Project Management, Series 24, Series 7, Series 55, Series 63, Alternative Investments, Hedge Funds
Education
Cornell University 1984 — 1988
Bachelor's Degree
Parable Capital Fund LP January 2015 - Present
Guggenheim Fund Solutions January 2012 - November 2014
BMO Capital Markets April 2002 - January 2012
Commerzbank Capital Markets Corp 1998 - March 2002
JPMorgan 1991 - 1998
Salomon Brothers January 1989 - 1991
Skills
Portfolio Management, Merger Arbitrage, Risk Management, Arbitrage, Equity Derivatives, Trading, Equity Research, Equity Trading, Technology, Managed Accounts, Index Arbitrage, Operations, Project Management, Series 24, Series 7, Series 55, Series 63, Alternative Investments, Hedge Funds
Education
Cornell University 1984 — 1988
Bachelor's Degree
Jerome Kim's BMO Capital Markets Experience 2011 - 2013
Job Associate Healthcare at BMO Capital Markets
Industry Investment Banking
Experience
Starbucks 2014 - Present
BMO Capital Markets 2011 - 2013
BMO Capital Markets 2008 - 2011
BMO Capital Markets May 2007 - August 2007
ACCION New York 2005 - 2006
Peace Corps 2003 - 2005
Salomon Smith Barney 2002 - 2003
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
Willamette University
BA, Economics & Spanish
Starbucks 2014 - Present
BMO Capital Markets 2011 - 2013
BMO Capital Markets 2008 - 2011
BMO Capital Markets May 2007 - August 2007
ACCION New York 2005 - 2006
Peace Corps 2003 - 2005
Salomon Smith Barney 2002 - 2003
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Corporate Finance
Willamette University
BA, Economics & Spanish
Parikshit Jahoorkar's BMO Capital Markets Experience June 2009 - Present
Job Associate, Public Finance Investment Banking, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2007 - May 2009
Skills
Financial Modeling, Debt Structuring, Optimization, Fixed Income, Derivatives, Investment Banking, Due Diligence, Investments, Financial Risk, Finance, Hedging, Swaps, Bonds, Capital Markets, Financial Structuring
Education
Columbia University in the City of New York 2006 — 2007
Masters, Financial Engineering
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech, Civil Engineering
BMO Capital Markets June 2009 - Present
Banc of America Securities May 2007 - May 2009
Skills
Financial Modeling, Debt Structuring, Optimization, Fixed Income, Derivatives, Investment Banking, Due Diligence, Investments, Financial Risk, Finance, Hedging, Swaps, Bonds, Capital Markets, Financial Structuring
Education
Columbia University in the City of New York 2006 — 2007
Masters, Financial Engineering
Indian Institute of Technology, Bombay 2002 — 2006
B.Tech, Civil Engineering
Sameer Bhatia's BMO Capital Markets Experience August 2010 - 2013
Job Entrepreneur at Zsquare Capital
Industry Financial Services
Experience
Zsquare Capital 2013 - Present
BMO Capital Markets August 2010 - 2013
Banc of America Securities June 2006 - December 2009
BMO Capital Markets 2005 - 2006
PricewaterhouseCoopers April 2004 - April 2005
Skills
Investments, Venture Capital, Finance, Economics, Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Fixed Income, Hedge Funds, Mergers & Acquisitions, Equity Research, Bloomberg, Due Diligence, Derivatives, Corporate Development, Emerging Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Institute of Technology, BHU 1992 — 1996
Bachelor of Technology (BTech)
Army Public School 1991 — 1991
Zsquare Capital 2013 - Present
BMO Capital Markets August 2010 - 2013
Banc of America Securities June 2006 - December 2009
BMO Capital Markets 2005 - 2006
PricewaterhouseCoopers April 2004 - April 2005
Skills
Investments, Venture Capital, Finance, Economics, Investment Banking, Capital Markets, Valuation, Financial Modeling, Equities, Private Equity, Corporate Finance, Fixed Income, Hedge Funds, Mergers & Acquisitions, Equity Research, Bloomberg, Due Diligence, Derivatives, Corporate Development, Emerging Markets
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Institute of Technology, BHU 1992 — 1996
Bachelor of Technology (BTech)
Army Public School 1991 — 1991
Victor Tewari, PMP's BMO Capital Markets Experience June 2014 - Present
Job Senior Technology Officer Head of Client LifeCycle Management Technology
Industry Financial Services
Experience
BMO Capital Markets June 2014 - Present
Nomura Securities November 2011 - April 2014
Nomura Securities September 2009 - March 2012
CIBC World Markets September 1999 - April 2009
The Dreyfus Corporation 1997 - 1999
Moore Capital Management 1997 - 1997
Paine Webber 1994 - 1997
Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management
Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics
Columbia University in the City of New York 1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A
New York University
Advanced C++ programming, Computer Science, A
BMO Capital Markets June 2014 - Present
Nomura Securities November 2011 - April 2014
Nomura Securities September 2009 - March 2012
CIBC World Markets September 1999 - April 2009
The Dreyfus Corporation 1997 - 1999
Moore Capital Management 1997 - 1997
Paine Webber 1994 - 1997
Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management
Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics
Columbia University in the City of New York 1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A
New York University
Advanced C++ programming, Computer Science, A
In Sunwoo, CFA's BMO Capital Markets Experience November 2012 - April 2013
Job Vice President at DNA Capital
Industry Investment Banking
Experience
DNA Capital January 2015 - Present
DNA Capital July 2013 - January 2015
BMO Capital Markets November 2012 - April 2013
TD Securities May 2010 - November 2012
National Bank Financial February 2009 - June 2010
Genuity Capital Markets August 2008 - December 2008
CGI September 2007 - August 2008
Skills
Financial Modeling, Valuation, Capital Markets, Bloomberg, Investments, Equities, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Financial Markets, Private Equity, Portfolio Management, Corporate Finance, Derivatives
Education
Chartered Financial Analyst Institute 2005 — 2008
CFA, Finance
FHS Kufstein 2004 — 2005
Concordia University 2001 — 2005
BComm, Honors in Finance
Champlain - International Baccalaureate Program 1999 — 2001
DEC, Commerce
DNA Capital January 2015 - Present
DNA Capital July 2013 - January 2015
BMO Capital Markets November 2012 - April 2013
TD Securities May 2010 - November 2012
National Bank Financial February 2009 - June 2010
Genuity Capital Markets August 2008 - December 2008
CGI September 2007 - August 2008
Skills
Financial Modeling, Valuation, Capital Markets, Bloomberg, Investments, Equities, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Financial Markets, Private Equity, Portfolio Management, Corporate Finance, Derivatives
Education
Chartered Financial Analyst Institute 2005 — 2008
CFA, Finance
FHS Kufstein 2004 — 2005
Concordia University 2001 — 2005
BComm, Honors in Finance
Champlain - International Baccalaureate Program 1999 — 2001
DEC, Commerce
Navdeep Kalsi, CFA's BMO Capital Markets Experience February 2011 - Present
Job Consumer Products Investment Banker at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2011 - Present
Morgan Stanley February 2007 - May 2008
Bank of America July 2002 - February 2007
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Structuring, Finance, Competitive Analysis, Capital Markets, Equities
Education
Columbia University - Columbia Business School
MBA, Finance
Lafayette College
BS, Chemical Engineering
BMO Capital Markets February 2011 - Present
Morgan Stanley February 2007 - May 2008
Bank of America July 2002 - February 2007
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Structuring, Finance, Competitive Analysis, Capital Markets, Equities
Education
Columbia University - Columbia Business School
MBA, Finance
Lafayette College
BS, Chemical Engineering
Matthew Naidorf's BMO Capital Markets Experience October 2010 - March 2011
Job Chief Investment Officer at Copperhead Capital, LLC
Industry Financial Services
Experience
Copperhead Capital, LLC December 2013 - Present
New York University May 2012 - Present
Oppenheimer & Co. April 2012 - November 2013
BMO Capital Markets October 2010 - March 2011
NYU Stern School of Business July 2008 - October 2010
Shannonside Capital June 2009 - August 2009
Bloomberg May 2006 - July 2008
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg Terminal, Hedge Funds, Equity Valuation, Series 7, Series 63, Investment Banking, Emerging Markets, Derivatives, Private Equity, Options, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Copperhead Capital, LLC December 2013 - Present
New York University May 2012 - Present
Oppenheimer & Co. April 2012 - November 2013
BMO Capital Markets October 2010 - March 2011
NYU Stern School of Business July 2008 - October 2010
Shannonside Capital June 2009 - August 2009
Bloomberg May 2006 - July 2008
Skills
Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Valuation, Financial Modeling, Bloomberg Terminal, Hedge Funds, Equity Valuation, Series 7, Series 63, Investment Banking, Emerging Markets, Derivatives, Private Equity, Options, Financial Markets, Trading
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Quantitative Finance
Cornell University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Samuel Wordie's BMO Capital Markets Experience 2008 - 2008
Job
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
SunTrust Robinson Humphrey 2014 - Present
Wells Fargo 2012 - 2014
GroupArgent 2011 - 2012
Jones Day 2009 - 2010
BMO Capital Markets 2008 - 2008
Kaye Scholer LLP September 2005 - August 2007
Skills
Capital Markets, Financial Advisory, Mergers, Restructuring, Secured Lending, Due Diligence, Corporate Finance, Acquisition Analysis, Business Valuation, Acquisitions, Investments, Mergers & Acquisitions, Investment Banking, Secured Financing, Financial Modeling
Education
Columbia University - Columbia Business School
MBA, Finance
New York University School of Law
JD, Law
Stanford University
Bachelor of Arts, Economics
Stuyvesant High School
Angell Xia, Ph.D., CFA's BMO Capital Markets Experience October 2010 - July 2011
Job Research Analyst
Industry Investment Management
Experience
SeaBridge Investment Advisors July 2011 - Present
BMO Capital Markets October 2010 - July 2011
Cantor Fitzgerald February 2010 - September 2010
Procter & Gamble December 2007 - January 2010
P&G Pharmaceuticals October 2002 - November 2007
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA with Distinction, Finance, Entrepreneurship
Cornell University 1998 — 2002
Ph.D., Chemistry
SeaBridge Investment Advisors July 2011 - Present
BMO Capital Markets October 2010 - July 2011
Cantor Fitzgerald February 2010 - September 2010
Procter & Gamble December 2007 - January 2010
P&G Pharmaceuticals October 2002 - November 2007
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA with Distinction, Finance, Entrepreneurship
Cornell University 1998 — 2002
Ph.D., Chemistry
Sarah Blanck's BMO Capital Markets Experience August 2010 - May 2011
Job Equity Analyst at 1837 Partners
Industry Investment Management
Experience
1837 Partners May 2011 - Present
BMO Capital Markets August 2010 - May 2011
Adobe Systems June 2009 - August 2009
Stone Point Capital 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Equities, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Investment Banking, Capital Markets, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Analytical Finance, Analytical Consulting
Colgate University 2000 — 2004
BA, Economics, Chinese
1837 Partners May 2011 - Present
BMO Capital Markets August 2010 - May 2011
Adobe Systems June 2009 - August 2009
Stone Point Capital 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Equities, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Investment Banking, Capital Markets, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Analytical Finance, Analytical Consulting
Colgate University 2000 — 2004
BA, Economics, Chinese
Jane Fan's BMO Capital Markets Experience July 2011 - June 2013
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners August 2014 - Present
Fifth Street Management LLC July 2013 - July 2014
BMO Capital Markets July 2011 - June 2013
Skills
Financial Modeling, Comparable Analysis, Due Diligence, LBO
Education
Barnard College, Columbia University 2007 — 2011
B.A., Economics, Biology
Stuyvesant High School 2003 — 2007
Columbia University in the City of New York
Providence Equity Partners August 2014 - Present
Fifth Street Management LLC July 2013 - July 2014
BMO Capital Markets July 2011 - June 2013
Skills
Financial Modeling, Comparable Analysis, Due Diligence, LBO
Education
Barnard College, Columbia University 2007 — 2011
B.A., Economics, Biology
Stuyvesant High School 2003 — 2007
Columbia University in the City of New York
Susan Wolford's BMO Capital Markets Experience 2001 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
Joon-Gi Cho's BMO Capital Markets Experience November 2008 - April 2009
Job Senior Vice President, Institutional Sales at Global Maxfin Capital Inc.
Industry Capital Markets
Experience
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
Christina Schuschel's BMO Capital Markets Experience September 2004 - September 2008
Job Managing Director
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ May 2010 - Present
BMO Capital Markets September 2004 - September 2008
JPMorgan 1990 - 2002
Skills
Leveraged Finance, Corporate Finance, Financial Modeling, Capital Markets, Credit Analysis, Structuring, Debt, Investment Banking, Restructuring, FX, Risk Management, Portfolio Management, Loans, Credit, Asset Management, Financial Analysis, Derivatives, Banking, Due Diligence, Credit Risk, Cash Management, Valuation, Financial Markets, Business Strategy, Underwriting, Industry Analysis, Accounting, Forecasting, Compliance, Commercial Banking, Risk, Financial Management, Alternative Investments, Bloomberg, Commercial Lending, Competitive Analysis, Emerging Markets, Equities, FX Options, Finance, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investments, Managerial Finance, Mergers, Private Equity, Project Finance
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance
Northwestern University
BA, Economics/German Studies
Bank of Tokyo-Mitsubishi UFJ May 2010 - Present
BMO Capital Markets September 2004 - September 2008
JPMorgan 1990 - 2002
Skills
Leveraged Finance, Corporate Finance, Financial Modeling, Capital Markets, Credit Analysis, Structuring, Debt, Investment Banking, Restructuring, FX, Risk Management, Portfolio Management, Loans, Credit, Asset Management, Financial Analysis, Derivatives, Banking, Due Diligence, Credit Risk, Cash Management, Valuation, Financial Markets, Business Strategy, Underwriting, Industry Analysis, Accounting, Forecasting, Compliance, Commercial Banking, Risk, Financial Management, Alternative Investments, Bloomberg, Commercial Lending, Competitive Analysis, Emerging Markets, Equities, FX Options, Finance, Financial Risk, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investments, Managerial Finance, Mergers, Private Equity, Project Finance
Education
Columbia University - Columbia Business School 2001 — 2002
MBA, Finance
Northwestern University
BA, Economics/German Studies
Millet (Maria) Springer's BMO Capital Markets Experience 2008 - 2010
Job Associate Director at BMO Financial Group
Industry Capital Markets
Experience
BMO Financial Group April 2010 - Present
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2005 - 2008
Commerzbank Capital Markets Corp 1996 - 2005
Manila-New York Travel Center Inc. 1995 - 1996
Asian Development Bank 1991 - 1995
Punongbayan & Araullo 1989 - 1991
Skills
Reconciliation and..., Account Reconciliation, Nostro Reconciliation, Process Control, Internal Controls, Process Efficiency, Operational Risk..., Financial Risk, Risk Assessment, Risk Analysis, Exception Based..., Regulatory Reporting, Auditing, Acquisition Integration, Cross-functional..., Strategic Planning, Change Management, Team Management, Performance Management, Project Management, Management, Financial Services, Leadership, Capital Markets, Financial Analysis, Finance, Banking, Risk Management, Investments, Process Improvement
Education
De La Salle University
Bachelor's Degree, Accounting
BMO Financial Group April 2010 - Present
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2005 - 2008
Commerzbank Capital Markets Corp 1996 - 2005
Manila-New York Travel Center Inc. 1995 - 1996
Asian Development Bank 1991 - 1995
Punongbayan & Araullo 1989 - 1991
Skills
Reconciliation and..., Account Reconciliation, Nostro Reconciliation, Process Control, Internal Controls, Process Efficiency, Operational Risk..., Financial Risk, Risk Assessment, Risk Analysis, Exception Based..., Regulatory Reporting, Auditing, Acquisition Integration, Cross-functional..., Strategic Planning, Change Management, Team Management, Performance Management, Project Management, Management, Financial Services, Leadership, Capital Markets, Financial Analysis, Finance, Banking, Risk Management, Investments, Process Improvement
Education
De La Salle University
Bachelor's Degree, Accounting
Nick Wood's BMO Capital Markets Experience 2007 - 2008
Job Director, Strategy & Corporate Finance at SBE Entertainment Group
Industry Investment Banking
Experience
SBE Entertainment Group 2015 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley June 2012 - August 2012
CAI Capital Management 2008 - 2011
BMO Capital Markets 2007 - 2008
BMO Capital Markets May 2006 - August 2006
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Equities
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.)
SBE Entertainment Group 2015 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley June 2012 - August 2012
CAI Capital Management 2008 - 2011
BMO Capital Markets 2007 - 2008
BMO Capital Markets May 2006 - August 2006
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Equities
Education
Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.)
Steve Myro's BMO Capital Markets Experience June 1995 - August 1996
Job Professional Trader
Industry Capital Markets
Experience
- 1998 - Present
RBC Dominion Securities September 1996 - September 1998
BMO Capital Markets June 1995 - August 1996
Skills
Trading, Options Strategies, Rates, Options, Electronic Trading, Financial Markets, Fixed Income, Proprietary Trading, Capital Markets, Hedging
Education
Concordia University 1987 — 1990
Bachelor of Commerce (BCom), Finance
- 1998 - Present
RBC Dominion Securities September 1996 - September 1998
BMO Capital Markets June 1995 - August 1996
Skills
Trading, Options Strategies, Rates, Options, Electronic Trading, Financial Markets, Fixed Income, Proprietary Trading, Capital Markets, Hedging
Education
Concordia University 1987 — 1990
Bachelor of Commerce (BCom), Finance
Eric Herndon's BMO Capital Markets Experience March 1990 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 1990 - Present
BMO Capital Markets 1990 - Present
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Fixed Income, Strategic Planning, Financial Modeling, Bloomberg, Budgets, Accounting, Corporate Finance
Education
University of Florida - Warrington College of Business Administration 1984 — 1986
MBA, Finance
Colorado College 1978 — 1982
ba, Business Administration
BMO Capital Markets March 1990 - Present
BMO Capital Markets 1990 - Present
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Fixed Income, Strategic Planning, Financial Modeling, Bloomberg, Budgets, Accounting, Corporate Finance
Education
University of Florida - Warrington College of Business Administration 1984 — 1986
MBA, Finance
Colorado College 1978 — 1982
ba, Business Administration
Paige Purvis's BMO Capital Markets Experience November 2013 - August 2014
Job Vice President, Equity Research at BMO Capital Markets
Industry Financial Services
Experience
Arbonne International October 2012 - Present
BMO Capital Markets November 2013 - August 2014
BMO Financial Group December 2012 - November 2013
BMO Capital Markets September 2009 - November 2012
BMO Capital Markets August 2004 - October 2009
Skills
Capital Markets, Fixed Income, Derivatives, Financial Services, Banking, Relationship Management, Financial Markets, Securities, Trading Systems, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Asset Management, Risk Management, Equities, Strategy, Business Process...
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
University of Toronto 1995 — 1998
BSc, Computer Science
Arbonne International October 2012 - Present
BMO Capital Markets November 2013 - August 2014
BMO Financial Group December 2012 - November 2013
BMO Capital Markets September 2009 - November 2012
BMO Capital Markets August 2004 - October 2009
Skills
Capital Markets, Fixed Income, Derivatives, Financial Services, Banking, Relationship Management, Financial Markets, Securities, Trading Systems, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Asset Management, Risk Management, Equities, Strategy, Business Process...
Education
Dalhousie University 2006 — 2010
MBA, Financial Services
University of Toronto 1995 — 1998
BSc, Computer Science
Norm Shaffer's BMO Capital Markets Experience February 1994 - August 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
BMO Capital Markets February 1994 - August 2008
Goldman, Sachs & Co. June 1968 - December 1993
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA, Finance
Dartmouth College 1962 — 1966
BA, English
BMO Capital Markets February 1994 - August 2008
Goldman, Sachs & Co. June 1968 - December 1993
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA, Finance
Dartmouth College 1962 — 1966
BA, English
Antoine Casimir Jr., CPA, CMA, CBV's BMO Capital Markets Experience November 2006 - February 2008
Job VicePresident Private Equity @ Novacap
Industry Venture Capital & Private Equity
Experience
Novacap February 2008 - Present
Hallcon Corporation July 2015 - Present
The GTI Group March 2014 - Present
Bentley Leathers Inc. March 2013 - Present
Idaho Pacific Holdings May 2011 - Present
Enviro-Viridis Inc. (EDB, LEEP, Camille Fontaine) November 2009 - Present
Nautilus Plus June 2008 - Present
BMO Capital Markets November 2006 - February 2008
PricewaterhouseCoopers November 2005 - November 2006
TD Commercial Banking December 2002 - November 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Business Valuation, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Analysis, Divestitures, LBO, Capital Markets, M&A experience, Private Placements, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Corporate Development
Education
York University
CBV, Chartered Business Valuator
CMA Order of Quebec
CMA, Certified Management Accountant
Concordia University 1998 — 2002
BComm, Accountancy
Novacap February 2008 - Present
Hallcon Corporation July 2015 - Present
The GTI Group March 2014 - Present
Bentley Leathers Inc. March 2013 - Present
Idaho Pacific Holdings May 2011 - Present
Enviro-Viridis Inc. (EDB, LEEP, Camille Fontaine) November 2009 - Present
Nautilus Plus June 2008 - Present
BMO Capital Markets November 2006 - February 2008
PricewaterhouseCoopers November 2005 - November 2006
TD Commercial Banking December 2002 - November 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Business Valuation, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Financial Analysis, Divestitures, LBO, Capital Markets, M&A experience, Private Placements, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Corporate Development
Education
York University
CBV, Chartered Business Valuator
CMA Order of Quebec
CMA, Certified Management Accountant
Concordia University 1998 — 2002
BComm, Accountancy
Jonathan Zelman's BMO Capital Markets Experience February 1996 - December 1998
Job Principal at The Marquee Group
Industry Financial Services
Experience
The Marquee Group December 2008 - Present
Citigroup August 2000 - November 2008
BMO Capital Markets February 1996 - December 1998
Skills
Financial Modeling, Banking, Corporate Finance, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Hedge Funds, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
University of Vermont 1991 — 1995
BSc, Business Administration
Lower Canada College
The Marquee Group December 2008 - Present
Citigroup August 2000 - November 2008
BMO Capital Markets February 1996 - December 1998
Skills
Financial Modeling, Banking, Corporate Finance, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Hedge Funds, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1999 — 2000
MBA
University of Vermont 1991 — 1995
BSc, Business Administration
Lower Canada College
brett skolnik's BMO Capital Markets Experience April 2010 - Present
Job Managing Director, Head of Healthcare M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Mark Tomek's BMO Capital Markets Experience July 2005 - January 2008
Job at Liberty Mutual Group Asset Management Inc.
Industry Mining & Metals
Experience
Liberty Mutual Group Asset Management Inc. May 2014 - Present
King & Bay West Management Corp November 2012 - April 2014
Canaccord Genuity November 2009 - October 2012
Hatch Corporate Finance March 2008 - October 2009
BMO Capital Markets July 2005 - January 2008
National Bank Financial 2004 - 2004
Blake, Cassels & Graydon LLP January 2001 - January 2003
Skills
Capital Markets, Private Equity, Mergers, Corporate Finance, Securities, Securities Regulation, Mergers & Acquisitions, Private Placements, Due Diligence, Investments, Equity Research, Strategy, Investment Banking, M&A experience, Corporate Governance, Investor Relations, Valuation, Bloomberg, IPO, Fixed Income, Alternative Investments, Financial Modeling, Asset Management, Financial Analysis, Joint Ventures, Portfolio Management, Trading, Equities, Risk Management, Acquisitions, Corporate Development, Hedge Funds, Financial Services, Equity Valuation, Project Finance, Banking, Emerging Markets, Venture Capital, Derivatives, Restructuring, Structured Finance, Financial Structuring, Financial Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
Master of Business Administration (MBA)
National University of Singapore 2000 — 2000
LL.B.
Dalhousie University 1997 — 2000
LLB
University of Windsor
BComm
Liberty Mutual Group Asset Management Inc. May 2014 - Present
King & Bay West Management Corp November 2012 - April 2014
Canaccord Genuity November 2009 - October 2012
Hatch Corporate Finance March 2008 - October 2009
BMO Capital Markets July 2005 - January 2008
National Bank Financial 2004 - 2004
Blake, Cassels & Graydon LLP January 2001 - January 2003
Skills
Capital Markets, Private Equity, Mergers, Corporate Finance, Securities, Securities Regulation, Mergers & Acquisitions, Private Placements, Due Diligence, Investments, Equity Research, Strategy, Investment Banking, M&A experience, Corporate Governance, Investor Relations, Valuation, Bloomberg, IPO, Fixed Income, Alternative Investments, Financial Modeling, Asset Management, Financial Analysis, Joint Ventures, Portfolio Management, Trading, Equities, Risk Management, Acquisitions, Corporate Development, Hedge Funds, Financial Services, Equity Valuation, Project Finance, Banking, Emerging Markets, Venture Capital, Derivatives, Restructuring, Structured Finance, Financial Structuring, Financial Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
Master of Business Administration (MBA)
National University of Singapore 2000 — 2000
LL.B.
Dalhousie University 1997 — 2000
LLB
University of Windsor
BComm
Shaun Boersma's BMO Capital Markets Experience April 2013 - Present
Job Business Analyst at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
BMO Capital Markets April 2013 - Present
CIBC World Markets November 2010 - April 2013
CIBC Wood Gundy June 2010 - November 2010
Swift Trade November 2009 - June 2010
Industry Canada June 2008 - May 2009
Skills
Calypso, Risk Management, Investments, Financial Risk, Economics, Financial Analysis, Team Leadership, Business Analysis, Leadership, Project Planning, Wholesale Banking, Project Management, IT Solutions, P&L Responsibility, Trading Systems, Capital Markets, Derivatives, Interest Rate Swaps
Education
Dalhousie University 2003 — 2009
Masters of Business Administration (MBA), Finance
Dalhousie University
Bachelor of Arts; BA, Philosophy
Blake Felice's BMO Capital Markets Experience June 2013 - November 2014
Job O&G A&D Associate
Industry Oil & Energy
Experience
Citi November 2014 - Present
BMO Capital Markets June 2013 - November 2014
Oxy September 2008 - June 2013
Skills
Access, Visual Basic, Microsoft Office, Microsoft Excel, Troubleshooting, Energy, Energy Industry, Oil/Gas, Upstream, Reserves, Petroleum Economics, Programming, Linux, C, Engineering, Gas, Petroleum, Petroleum Engineering, Natural Gas, Oil & Gas, Analysis
Education
Colorado School of Mines 2000 — 2005
BS, Computer Science
Citi November 2014 - Present
BMO Capital Markets June 2013 - November 2014
Oxy September 2008 - June 2013
Skills
Access, Visual Basic, Microsoft Office, Microsoft Excel, Troubleshooting, Energy, Energy Industry, Oil/Gas, Upstream, Reserves, Petroleum Economics, Programming, Linux, C, Engineering, Gas, Petroleum, Petroleum Engineering, Natural Gas, Oil & Gas, Analysis
Education
Colorado School of Mines 2000 — 2005
BS, Computer Science
Christine Frank's BMO Capital Markets Experience 2002 - 2005
Job Investment Banker in TMT
Industry Financial Services
Experience
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Evelyn Lu, CFA's BMO Capital Markets Experience 2010 - 2012
Job Research Analyst at American Capital Management
Industry Investment Management
Experience
American Capital Management February 2014 - Present
Alpine Woods Capital Investors July 2012 - January 2014
BMO Capital Markets 2010 - 2012
Bank of America Merrill Lynch 2008 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, CFA, LBO, Chartered Financial..., Equities, Financial Analysis, Banking, Investments, Equity Research, Strategy, Bloomberg, Capital Markets, Hedge Funds, Finance
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
American Capital Management February 2014 - Present
Alpine Woods Capital Investors July 2012 - January 2014
BMO Capital Markets 2010 - 2012
Bank of America Merrill Lynch 2008 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, CFA, LBO, Chartered Financial..., Equities, Financial Analysis, Banking, Investments, Equity Research, Strategy, Bloomberg, Capital Markets, Hedge Funds, Finance
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
Victor Lazarovici's BMO Capital Markets Experience January 1998 - February 2008
Job Chairman of the Board at Selwyn Resources and Director at Abacus Mining & Exploration
Industry Capital Markets
Experience
Selwyn Resouces, Ltd June 2013 - Present
Abacus Mining and Exploration Ltd. July 2008 - Present
Jaguar Financial Corporation June 2010 - June 2014
Minera Andes Inc. August 2008 - January 2012
BMO Capital Markets January 1998 - February 2008
Smith Barney March 1993 - January 1998
SG Warburg, James Capel, McLeod Young Weir September 1987 - March 1992
McLeod Young Weir 1987 - 1989
Canada Development Corp. (Highly Diversified Public/Private Holding/Investment Company) January 1984 - September 1987
Rio Algom Limited February 1980 - January 1985
Skills
Corporate Development, Macro, Capital Markets, Equity Research, Equities, Valuation, Investment Banking, Capital Management, Financial Modeling, Investments, Private Equity, IPO, Start-ups, Finance, Mergers, Commodity, Strategy, Financial Analysis, Investment Management, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Restructuring, Securities, Mining
Education
York University 1976 — 1977
MBA, Finance, Specialization in International Business
Concordia University 1967 — 1972
B. Eng., Electrical Engineering
Selwyn Resouces, Ltd June 2013 - Present
Abacus Mining and Exploration Ltd. July 2008 - Present
Jaguar Financial Corporation June 2010 - June 2014
Minera Andes Inc. August 2008 - January 2012
BMO Capital Markets January 1998 - February 2008
Smith Barney March 1993 - January 1998
SG Warburg, James Capel, McLeod Young Weir September 1987 - March 1992
McLeod Young Weir 1987 - 1989
Canada Development Corp. (Highly Diversified Public/Private Holding/Investment Company) January 1984 - September 1987
Rio Algom Limited February 1980 - January 1985
Skills
Corporate Development, Macro, Capital Markets, Equity Research, Equities, Valuation, Investment Banking, Capital Management, Financial Modeling, Investments, Private Equity, IPO, Start-ups, Finance, Mergers, Commodity, Strategy, Financial Analysis, Investment Management, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Restructuring, Securities, Mining
Education
York University 1976 — 1977
MBA, Finance, Specialization in International Business
Concordia University 1967 — 1972
B. Eng., Electrical Engineering
Brad Davey's BMO Capital Markets Experience March 2015 - Present
Job Compliance Systems Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
BMO Harris Bank June 2013 - March 2015
BMO Harris Bank March 2012 - January 2013
Intercon Solutions January 2012 - March 2012
US Bank November 2009 - October 2011
Revolution Prep July 2009 - March 2010
Tower Hill Trading February 2009 - June 2009
IMC Chicago June 2008 - September 2008
Skills
Microsoft Excel, Program Management, Microsoft Office, Trading, Analysis, Training, Market Research, Accounting, Finance, Options, Equities, Financial Analysis, Risk Management, Financial Markets, Banking, Access, Data Analysis, Credit, Bloomberg, Fantasy Football, Strategic Financial..., Loans, VBA, Strategic Planning, Process Improvement
Education
DePaul University 2006 — 2008
B.S., Finance
College of DuPage 2009 — 2011
Advanced Accounting Certificate, Accounting
Naperville Central
BMO Capital Markets March 2015 - Present
BMO Harris Bank June 2013 - March 2015
BMO Harris Bank March 2012 - January 2013
Intercon Solutions January 2012 - March 2012
US Bank November 2009 - October 2011
Revolution Prep July 2009 - March 2010
Tower Hill Trading February 2009 - June 2009
IMC Chicago June 2008 - September 2008
Skills
Microsoft Excel, Program Management, Microsoft Office, Trading, Analysis, Training, Market Research, Accounting, Finance, Options, Equities, Financial Analysis, Risk Management, Financial Markets, Banking, Access, Data Analysis, Credit, Bloomberg, Fantasy Football, Strategic Financial..., Loans, VBA, Strategic Planning, Process Improvement
Education
DePaul University 2006 — 2008
B.S., Finance
College of DuPage 2009 — 2011
Advanced Accounting Certificate, Accounting
Naperville Central
Mary Rose O'Neill's BMO Capital Markets Experience July 1991 - Present
Job at
Industry Investment Banking
Experience
BMO Capital Markets July 1991 - Present
Griffin, Kubik, Stephens & Thompson July 1991 - July 2008
VMS Realty Partners February 1986 - March 1989
Smith Barney November 1981 - February 1986
Skills
Investor Relations, Sales, Fixed Income, Capital Markets, Bloomberg, Series 7, Securities, Trading
Education
College of DuPage 1972 — 1974
Business Administration
BMO Capital Markets July 1991 - Present
Griffin, Kubik, Stephens & Thompson July 1991 - July 2008
VMS Realty Partners February 1986 - March 1989
Smith Barney November 1981 - February 1986
Skills
Investor Relations, Sales, Fixed Income, Capital Markets, Bloomberg, Series 7, Securities, Trading
Education
College of DuPage 1972 — 1974
Business Administration
Les Gorman's BMO Capital Markets Experience July 2010 - Present
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2010 - Present
Verapoint Partners March 2009 - May 2010
Lehman Brothers August 1997 - January 2009
Education
Cornell Law School 1995 — 1997
J.D.
Cornell University - Johnson Graduate School of Management 1994 — 1996
M.B.A.
Cornell University 1990 — 1994
B.S., ILR
BMO Capital Markets July 2010 - Present
Verapoint Partners March 2009 - May 2010
Lehman Brothers August 1997 - January 2009
Education
Cornell Law School 1995 — 1997
J.D.
Cornell University - Johnson Graduate School of Management 1994 — 1996
M.B.A.
Cornell University 1990 — 1994
B.S., ILR
Craig Ingram's BMO Capital Markets Experience Managing DirectorBank of Montreal1996 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets Managing DirectorBank of Montreal1996 - Present
Education
College of the Holy Cross
BMO Capital Markets Managing DirectorBank of Montreal1996 - Present
Education
College of the Holy Cross
Joshua Attie's BMO Capital Markets Experience 2003 - 2004
Job Real Estate Securities Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management 2014 - Present
Citigroup 2004 - 2014
BMO Capital Markets 2003 - 2004
Deutsche Bank 1999 - 2003
Education
Cornell University
BS, Hotel Administration
Morgan Stanley Investment Management 2014 - Present
Citigroup 2004 - 2014
BMO Capital Markets 2003 - 2004
Deutsche Bank 1999 - 2003
Education
Cornell University
BS, Hotel Administration
Francine Montagna's BMO Capital Markets Experience January 2011 - Present
Job Independent Consultant at Nexar Capital
Industry Investment Management
Experience
BMO Capital Markets January 2011 - Present
Nexar Capital November 2009 - May 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2005 - 2008
Bear Stearns 1996 - 2005
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Lehigh University 1987 — 1991
BS, Industrial Engineering
BMO Capital Markets January 2011 - Present
Nexar Capital November 2009 - May 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2005 - 2008
Bear Stearns 1996 - 2005
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Lehigh University 1987 — 1991
BS, Industrial Engineering
Becky Li's BMO Capital Markets Experience July 2011 - October 2013
Job Co Founder at DA 奇铸
Industry Capital Markets
Experience
DA 奇铸 November 2014 - Present
Maple Palace Hotel Management and Investment Group March 2014 - Present
BMO Capital Markets July 2011 - October 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Teamwork, Corporate Finance, Microsoft Office, Valuation, Research, Bloomberg, Data Analysis, Team Leadership, Business Strategy, Microsoft Word, Business Analysis, Economics, Accounting, Capital Markets, Mandarin, English, Investment Banking, Equity Research
Education
Cornell University 2013 — 2014
Master Certificate in Hospitality Management, Hospitality Marketing and Hotel Revenue Management
York University - Schulich School of Business 2007 — 2011
International Bachelor of Business, Accounting and Finance
DA 奇铸 November 2014 - Present
Maple Palace Hotel Management and Investment Group March 2014 - Present
BMO Capital Markets July 2011 - October 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Teamwork, Corporate Finance, Microsoft Office, Valuation, Research, Bloomberg, Data Analysis, Team Leadership, Business Strategy, Microsoft Word, Business Analysis, Economics, Accounting, Capital Markets, Mandarin, English, Investment Banking, Equity Research
Education
Cornell University 2013 — 2014
Master Certificate in Hospitality Management, Hospitality Marketing and Hotel Revenue Management
York University - Schulich School of Business 2007 — 2011
International Bachelor of Business, Accounting and Finance
Andrew Parke's BMO Capital Markets Experience January 2015 - Present
Job Energy Origination Vice President at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets November 2010 - December 2014
BMO Capital Markets June 2009 - December 2010
Timbercreek Asset Management September 2008 - June 2009
Bank of Montreal 2007 - 2007
Education
Dalhousie University 2003 — 2008
Commerce, Finance
CFA
Level III, Complete June 2011
BMO Capital Markets January 2015 - Present
BMO Capital Markets November 2010 - December 2014
BMO Capital Markets June 2009 - December 2010
Timbercreek Asset Management September 2008 - June 2009
Bank of Montreal 2007 - 2007
Education
Dalhousie University 2003 — 2008
Commerce, Finance
CFA
Level III, Complete June 2011
Rami Nasser's BMO Capital Markets Experience January 2009 - October 2012
Job Equity Analyst at Gluskin Sheff + Associates Inc.
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. January 2015 - Present
Fiera Capital Corporation October 2012 - December 2014
BMO Capital Markets January 2009 - October 2012
Education
Dalhousie University 2007 — 2008
MBA
Dalhousie University 2000 — 2004
Bachelor of Engineering
Gluskin Sheff + Associates Inc. January 2015 - Present
Fiera Capital Corporation October 2012 - December 2014
BMO Capital Markets January 2009 - October 2012
Education
Dalhousie University 2007 — 2008
MBA
Dalhousie University 2000 — 2004
Bachelor of Engineering
Justin Colby's BMO Capital Markets Experience January 2014 - April 2015
Job Director at UBS
Industry Oil & Energy
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets January 2014 - April 2015
ExxonMobil January 2013 - January 2014
ExxonMobil February 2012 - January 2013
ExxonMobil September 2010 - February 2012
ExxonMobil December 2008 - September 2010
Chevron May 2007 - December 2008
Whiting Petroleum Corporation May 2005 - May 2007
Skills
Reservoir Management, Reservoir Simulation, Petroleum, Petroleum Engineering, Reservoir Engineering, Upstream, Oil/Gas, Gas, Field Development, Petrel, Energy, Formation Evaluation
Education
Colorado School of Mines 2004 — 2007
Bachelor of Science (BS), Petroleum Engineering
UBS Investment Bank April 2015 - Present
BMO Capital Markets January 2014 - April 2015
ExxonMobil January 2013 - January 2014
ExxonMobil February 2012 - January 2013
ExxonMobil September 2010 - February 2012
ExxonMobil December 2008 - September 2010
Chevron May 2007 - December 2008
Whiting Petroleum Corporation May 2005 - May 2007
Skills
Reservoir Management, Reservoir Simulation, Petroleum, Petroleum Engineering, Reservoir Engineering, Upstream, Oil/Gas, Gas, Field Development, Petrel, Energy, Formation Evaluation
Education
Colorado School of Mines 2004 — 2007
Bachelor of Science (BS), Petroleum Engineering
Fredric Liu's BMO Capital Markets Experience April 2010 - August 2010
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
CPP Investment Board May 2013 - August 2013
Morgan Stanley August 2011 - December 2011
Periscope Capital December 2010 - April 2011
BMO Capital Markets April 2010 - August 2010
Skills
Electronic Trading, Machine Learning, Statistics, KDB+, Python, Java, Equity Trading, Futures Trading, Market Microstructure, Quantitative Finance, Derivatives, R
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Financial Engineering
University of Waterloo 2007 — 2012
Bachelor of Mathematics, Computer Science, Operations Research, Statistics
Morgan Stanley October 2013 - Present
CPP Investment Board May 2013 - August 2013
Morgan Stanley August 2011 - December 2011
Periscope Capital December 2010 - April 2011
BMO Capital Markets April 2010 - August 2010
Skills
Electronic Trading, Machine Learning, Statistics, KDB+, Python, Java, Equity Trading, Futures Trading, Market Microstructure, Quantitative Finance, Derivatives, R
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Financial Engineering
University of Waterloo 2007 — 2012
Bachelor of Mathematics, Computer Science, Operations Research, Statistics
Edward Chen's BMO Capital Markets Experience July 2011 - June 2013
Job Private Equity Associate at Welsh, Carson, Anderson & Stowe
Industry Venture Capital & Private Equity
Experience
Welsh, Carson, Anderson & Stowe September 2014 - Present
Guggenheim Partners July 2013 - August 2014
BMO Capital Markets July 2011 - June 2013
Skills
Investment Banking, Private Equity, Valuation, LBO, Growth Equity, Mergers & Acquisitions, Business Acquisition..., Capital Markets, Financial Modeling, Corporate Finance, Leveraged Finance, Leveraged Lending, Finance, Portfolio Management, Structured Finance, Financial Analysis, Equities, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS
Townsend Harris High School 2003 — 2007
Welsh, Carson, Anderson & Stowe September 2014 - Present
Guggenheim Partners July 2013 - August 2014
BMO Capital Markets July 2011 - June 2013
Skills
Investment Banking, Private Equity, Valuation, LBO, Growth Equity, Mergers & Acquisitions, Business Acquisition..., Capital Markets, Financial Modeling, Corporate Finance, Leveraged Finance, Leveraged Lending, Finance, Portfolio Management, Structured Finance, Financial Analysis, Equities, Investments
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BS
Townsend Harris High School 2003 — 2007
Matthew Cartoceti's BMO Capital Markets Experience July 2014 - Present
Job Metals and Mining Equity Research Analyst
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
Barclays Capital July 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Advanced Environmental Interface June 2008 - August 2008
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Cornell University 2007 — 2011
Bachelor of Science, Science of Natural and Environmental Systems
BMO Capital Markets July 2014 - Present
Barclays Capital July 2011 - July 2014
Morgan Stanley June 2010 - August 2010
Advanced Environmental Interface June 2008 - August 2008
Education
Cornell University 2007 — 2011
Bachelor of Science, Applied Economics and Management
Cornell University 2007 — 2011
Bachelor of Science, Science of Natural and Environmental Systems
Bei (Betty) Wang, CPA,CA's BMO Capital Markets Experience 2014 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
Schilit Forensics 2012 - 2013
J.P. Morgan 2012 - 2012
Soberman LLP 2009 - 2010
Newman & Sversky LLP 2007 - 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Financial Statement..., Forensic Accounting
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Toronto - Rotman School of Management 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
BMO Capital Markets 2014 - Present
Schilit Forensics 2012 - 2013
J.P. Morgan 2012 - 2012
Soberman LLP 2009 - 2010
Newman & Sversky LLP 2007 - 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Financial Statement..., Forensic Accounting
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Toronto - Rotman School of Management 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Elizabeth Kadin's BMO Capital Markets Experience 2003 - 2010
Job Managing Director at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Caris and Company March 2011 - February 2013
BMO Capital Markets 2003 - 2010
Gerard Klauer Mattison August 1992 - July 2003
Mabon Securities June 1988 - July 1992
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Dartmouth College
BA, Philosophy/Environmental Studies
Stephens Inc. June 2013 - Present
Caris and Company March 2011 - February 2013
BMO Capital Markets 2003 - 2010
Gerard Klauer Mattison August 1992 - July 2003
Mabon Securities June 1988 - July 1992
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Dartmouth College
BA, Philosophy/Environmental Studies
Emad Osman's BMO Capital Markets Experience
Job Financial Services Manager at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets
Skills
Mortgage Lending, Small Business Lending, Mutual Funds, Financial Advisory, Investments, Equities, Investment Banking, Securities, Bonds, Portfolio Management, Capital Markets, Finance, Credit Analysis, Loans, Financial Services, Fixed Income, Wealth Management, Banking, Credit, Financial Risk, Valuation, Credit Risk, Financial Markets, Financial Structuring, Derivatives, Structured Finance, Bloomberg, Market Risk, Treasury Management, Hedge Funds, FX Options, Structured Products
Education
Dalhousie University 2002 — 2006
Bachelor of Science (B.Sc.), Chemistry
BMO Capital Markets
Skills
Mortgage Lending, Small Business Lending, Mutual Funds, Financial Advisory, Investments, Equities, Investment Banking, Securities, Bonds, Portfolio Management, Capital Markets, Finance, Credit Analysis, Loans, Financial Services, Fixed Income, Wealth Management, Banking, Credit, Financial Risk, Valuation, Credit Risk, Financial Markets, Financial Structuring, Derivatives, Structured Finance, Bloomberg, Market Risk, Treasury Management, Hedge Funds, FX Options, Structured Products
Education
Dalhousie University 2002 — 2006
Bachelor of Science (B.Sc.), Chemistry
Lorena Reda's BMO Capital Markets Experience May 1989 - Present
Job financial service manager at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 1989 - Present
Dr colette March 1987 - February 1989
Skills
Fixed Income, Corporate Finance, Financial Analysis, Credit Analysis, Portfolio Management, Banking, Equities, Valuation, Credit, Credit Risk, Mutual Funds, Financial Markets, Commercial Banking
Education
Concordia University 2008 — 2009
Dawson College 1986 — 1988
BMO Capital Markets May 1989 - Present
Dr colette March 1987 - February 1989
Skills
Fixed Income, Corporate Finance, Financial Analysis, Credit Analysis, Portfolio Management, Banking, Equities, Valuation, Credit, Credit Risk, Mutual Funds, Financial Markets, Commercial Banking
Education
Concordia University 2008 — 2009
Dawson College 1986 — 1988
Michael Boisvert's BMO Capital Markets Experience April 2008 - January 2011
Job President at Longhouse Capital Advisors, LLC
Industry Financial Services
Experience
Longhouse Capital Advisors, LLC January 2011 - Present
BMO Capital Markets April 2008 - January 2011
Griffin, Kubik, Stephens & Thompson December 1996 - April 2008
Skills
Non-profits, Bonds, Investment Banking, Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Non-Profit Management
Princeton University , Woodrow Wilson School 1982 — 1984
MPA-URP, Public Policy and Urban and Regional Planning
The University of Chicago 1978 — 1982
A.B., Public Policy
Longhouse Capital Advisors, LLC January 2011 - Present
BMO Capital Markets April 2008 - January 2011
Griffin, Kubik, Stephens & Thompson December 1996 - April 2008
Skills
Non-profits, Bonds, Investment Banking, Finance
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Non-Profit Management
Princeton University , Woodrow Wilson School 1982 — 1984
MPA-URP, Public Policy and Urban and Regional Planning
The University of Chicago 1978 — 1982
A.B., Public Policy
Pamela MacMillan's BMO Capital Markets Experience December 2013 - February 2014
Job Sales Operations Specialist at NRS Media
Industry Media Production
Experience
NRS Media February 2014 - Present
BMO Capital Markets December 2013 - February 2014
BMO Capital Markets August 2013 - February 2014
Achilles Media January 2013 - April 2013
CA4IT Inc. July 2011 - August 2011
Skills
Social Media
Education
Concordia University 2008 — 2013
Communications
Malvern CI 2004 — 2008
NRS Media February 2014 - Present
BMO Capital Markets December 2013 - February 2014
BMO Capital Markets August 2013 - February 2014
Achilles Media January 2013 - April 2013
CA4IT Inc. July 2011 - August 2011
Skills
Social Media
Education
Concordia University 2008 — 2013
Communications
Malvern CI 2004 — 2008
Thomas Fay's BMO Capital Markets Experience December 2011 - Present
Job Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2011 - Present
Credit Suisse June 2008 - December 2011
Bear Stearns May 2007 - June 2008
Bank of America April 2005 - May 2007
Depository Trust and Clearing Corporation June 2001 - April 2005
Instinet Corp. June 2000 - May 2001
The Federal Reserve Bank of New York May 1998 - June 2000
MBIA 1996 - 1998
Skills
Risk Management, Financial Risk, Capital Markets, Fixed Income, Equities, Investment Banking, Operational Risk..., Portfolio Management, Banking, Credit Risk, Operational Risk, Internal Audit, Investments, Trading, FX Options, Hedge Funds, Credit, Commodity, Finance
Education
Columbia University - School of International and Public Affairs 1996 — 1998
Masters, International Affairs
The American University 1992 — 1996
Bachelors, International Affairs
Colonie Central High School
BMO Capital Markets December 2011 - Present
Credit Suisse June 2008 - December 2011
Bear Stearns May 2007 - June 2008
Bank of America April 2005 - May 2007
Depository Trust and Clearing Corporation June 2001 - April 2005
Instinet Corp. June 2000 - May 2001
The Federal Reserve Bank of New York May 1998 - June 2000
MBIA 1996 - 1998
Skills
Risk Management, Financial Risk, Capital Markets, Fixed Income, Equities, Investment Banking, Operational Risk..., Portfolio Management, Banking, Credit Risk, Operational Risk, Internal Audit, Investments, Trading, FX Options, Hedge Funds, Credit, Commodity, Finance
Education
Columbia University - School of International and Public Affairs 1996 — 1998
Masters, International Affairs
The American University 1992 — 1996
Bachelors, International Affairs
Colonie Central High School
Ben Adams's BMO Capital Markets Experience 2010 - 2012
Job Managing Director, CoHead of Healthcare IBD Americas at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities 2013 - Present
BMO Capital Markets 2010 - 2012
Barclays Capital 2008 - 2009
Bear Stearns 2002 - 2008
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 1994 - 2002
Skills
Valuation, Private Equity, Mergers, Mergers, Management, LBO, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Healthcare, Capital Markets, Corporate Finance, Due Diligence, Equities, Venture Capital
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
Bachelor of Arts (BA), Economics
Nomura Securities 2013 - Present
BMO Capital Markets 2010 - 2012
Barclays Capital 2008 - 2009
Bear Stearns 2002 - 2008
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 1994 - 2002
Skills
Valuation, Private Equity, Mergers, Mergers, Management, LBO, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Healthcare, Capital Markets, Corporate Finance, Due Diligence, Equities, Venture Capital
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
Bachelor of Arts (BA), Economics
Daniel Faltas's BMO Capital Markets Experience July 2012 - May 2014
Job Analyst, The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group August 2015 - Present
RBC Capital Markets May 2014 - July 2015
BMO Capital Markets July 2012 - May 2014
BMO Capital Markets May 2011 - August 2011
PSP Investments January 2011 - April 2011
Novacap May 2010 - August 2010
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Bloomberg, Valuation, Fixed Income, Equity Research, Corporate Finance, Equities
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BCom), Finance
Dawson College 2006 — 2008
DEC, Pure & Applied Science
Lower Canada College 2001 — 2006
The Blackstone Group August 2015 - Present
RBC Capital Markets May 2014 - July 2015
BMO Capital Markets July 2012 - May 2014
BMO Capital Markets May 2011 - August 2011
PSP Investments January 2011 - April 2011
Novacap May 2010 - August 2010
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Bloomberg, Valuation, Fixed Income, Equity Research, Corporate Finance, Equities
Education
Concordia University 2008 — 2012
Bachelor of Commerce (BCom), Finance
Dawson College 2006 — 2008
DEC, Pure & Applied Science
Lower Canada College 2001 — 2006
Dianne Hopes, CMP's BMO Capital Markets Experience 1998 - 2008
Job Sourcing Manager at American Express Meetings and Events
Industry Events Services
Experience
American Express Meetings and Events February 2015 - Present
The Center For Visual and Performing Arts August 2011 - February 2015
BMO Capital Markets 1998 - 2008
Skills
Management, Event Planning, Event Management, Customer Service, Marketing, Social Media Marketing, Social Media, Budgets, Marketing Communications, Corporate Events
Education
Columbia College Chicago 1990 — 1993
Graphic Design
American Express Meetings and Events February 2015 - Present
The Center For Visual and Performing Arts August 2011 - February 2015
BMO Capital Markets 1998 - 2008
Skills
Management, Event Planning, Event Management, Customer Service, Marketing, Social Media Marketing, Social Media, Budgets, Marketing Communications, Corporate Events
Education
Columbia College Chicago 1990 — 1993
Graphic Design
robin regulus's BMO Capital Markets Experience August 2011 - Present
Job Mortgage Closer at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2011 - Present
Education
College of DuPage
BMO Capital Markets August 2011 - Present
Education
College of DuPage
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS