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
Andrew Pluta Andrew Pluta's BMO Capital Markets Experience March 2008 - May 2015
Job Managing Director Fifth Third Bank Healthcare Sponsor Finance
Industry Banking
Experience
Fifth Third Bank May 2015 - Present
BMO Capital Markets March 2008 - May 2015
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance
Fifth Third Bank May 2015 - Present
BMO Capital Markets March 2008 - May 2015
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance
Bradley S. Heinz Bradley S. Heinz's BMO Capital Markets Experience June 2011 - August 2011
Job Management Consulting Analyst at Accenture
Industry Public Relations and Communications
Experience
Accenture April 2015 - Present
CRAFT Media/Digital January 2014 - December 2014
United States Senate August 2013 - January 2014
U.S. House of Representatives February 2013 - 2013
Romney for President 2012 - November 2012
Hullmate January 2012 - April 2012
Crayons2Calculators: The Durham Teacher Warehouse January 2009 - April 2012
BMO Capital Markets June 2011 - August 2011
Gelber Group LLC June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Bloomberg Terminal, Reuters 3000, Research, Public Relations, Public Speaking, Social Media, Community Service, Non-profits, Sales, Politics, Nonprofits
Education
Duke University 2008 — 2012
BA, Psychology, Markets and Management Studies (MMS)
Northwestern University 2012 — 2012
School of Continued Studies, Financial and Management Accounting
Lake Forest Academy 2004 — 2008
Accenture April 2015 - Present
CRAFT Media/Digital January 2014 - December 2014
United States Senate August 2013 - January 2014
U.S. House of Representatives February 2013 - 2013
Romney for President 2012 - November 2012
Hullmate January 2012 - April 2012
Crayons2Calculators: The Durham Teacher Warehouse January 2009 - April 2012
BMO Capital Markets June 2011 - August 2011
Gelber Group LLC June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Bloomberg Terminal, Reuters 3000, Research, Public Relations, Public Speaking, Social Media, Community Service, Non-profits, Sales, Politics, Nonprofits
Education
Duke University 2008 — 2012
BA, Psychology, Markets and Management Studies (MMS)
Northwestern University 2012 — 2012
School of Continued Studies, Financial and Management Accounting
Lake Forest Academy 2004 — 2008
Stesha Kaprice Mays Stesha Kaprice Mays's BMO Capital Markets Experience July 2007 - June 2009
Job Internal Communications & Social Media at Ford Motor Company
Industry Marketing and Advertising
Experience
Ford Motor Company September 2014 - Present
Timbuktu Academy October 2013 - September 2014
Kaprice Communications Inc. January 2012 - August 2014
BW Limited January 2013 - April 2014
Detroit Manufacturing Systems LLC June 2012 - May 2013
BMO Capital Markets July 2007 - June 2009
Skills
Social Media Marketing, Advertising, Integrated Marketing, Social Media, Digital Media, Marketing Communications, Public Relations, Online Advertising, Digital Marketing, Media Relations, Social Networking, Event Planning, Online Marketing, Facebook, Press Releases, Marketing, Content Strategy, Digital Strategy, Lead Generation, Brand Development
Education
DePaul University 1998 — 2002
BA, Communications
DePaul University
Bachelor of Arts (B.A.), Communications
Ford Motor Company September 2014 - Present
Timbuktu Academy October 2013 - September 2014
Kaprice Communications Inc. January 2012 - August 2014
BW Limited January 2013 - April 2014
Detroit Manufacturing Systems LLC June 2012 - May 2013
BMO Capital Markets July 2007 - June 2009
Skills
Social Media Marketing, Advertising, Integrated Marketing, Social Media, Digital Media, Marketing Communications, Public Relations, Online Advertising, Digital Marketing, Media Relations, Social Networking, Event Planning, Online Marketing, Facebook, Press Releases, Marketing, Content Strategy, Digital Strategy, Lead Generation, Brand Development
Education
DePaul University 1998 — 2002
BA, Communications
DePaul University
Bachelor of Arts (B.A.), Communications
Evan Levine Evan Levine's BMO Capital Markets Experience July 2010 - July 2012
Job JD/MBA Candidate at University of Pennsylvania
Industry Higher Education
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
United States Bankruptcy Court, Southern District of New York May 2013 - August 2013
BMO Capital Markets July 2010 - July 2012
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania Law School
Emory University - Goizueta Business School 2006 — 2010
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - August 2014
United States Bankruptcy Court, Southern District of New York May 2013 - August 2013
BMO Capital Markets July 2010 - July 2012
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania Law School
Emory University - Goizueta Business School 2006 — 2010
Kristen Clark Kristen Clark's BMO Capital Markets Experience September 2007 - July 2009
Job Corporate and Commercial Counsel at JetBlue Airways
Industry Law Practice
Experience
JetBlue Airways December 2013 - Present
Gladstone Michel Weisberg Willner & Sloane April 2012 - December 2013
Horwood Marcus & Berk May 2011 - November 2011
Federal Aviation Administration January 2011 - April 2011
DePaul University College of Law 2010 - 2011
JetBlue Airways June 2010 - August 2010
BMO Capital Markets September 2007 - July 2009
LaSalle Bank May 2006 - August 2006
Citigroup May 2005 - August 2005
Skills
Litigation, Legal Research, Restructuring, Corporate Finance, Aviation Law, Document Drafting, Workout, Transactional Law, Drafting Agreements, Corporate Law
Education
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration: International and Business Law
DePaul University College of Law 2009 — 2011
J.D., Law
Università Commerciale 'Luigi Bocconi' 2006 — 2006
New Trier High School 1999 — 2003
Cambridge University 2002 — 2002
Architecture and Photography
JetBlue Airways December 2013 - Present
Gladstone Michel Weisberg Willner & Sloane April 2012 - December 2013
Horwood Marcus & Berk May 2011 - November 2011
Federal Aviation Administration January 2011 - April 2011
DePaul University College of Law 2010 - 2011
JetBlue Airways June 2010 - August 2010
BMO Capital Markets September 2007 - July 2009
LaSalle Bank May 2006 - August 2006
Citigroup May 2005 - August 2005
Skills
Litigation, Legal Research, Restructuring, Corporate Finance, Aviation Law, Document Drafting, Workout, Transactional Law, Drafting Agreements, Corporate Law
Education
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration: International and Business Law
DePaul University College of Law 2009 — 2011
J.D., Law
Università Commerciale 'Luigi Bocconi' 2006 — 2006
New Trier High School 1999 — 2003
Cambridge University 2002 — 2002
Architecture and Photography
Cory Heck Cory Heck's BMO Capital Markets Experience October 2013 - January 2014
Job Senior Associate at CID Capital
Industry Venture Capital & Private Equity
Experience
CID Capital February 2014 - Present
BMO Capital Markets October 2013 - January 2014
BMO Capital Markets May 2010 - September 2013
BMO Capital Markets July 2007 - October 2010
Wells Capital Management May 2006 - August 2006
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, LBO, Financial Analysis, Underwriting, Credit, Capital Structure, Loans, Financial Markets, Economics, Legal Documents, Portfolio Management, Business Writing
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship, and Management
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Graduated Cum Laude
CID Capital February 2014 - Present
BMO Capital Markets October 2013 - January 2014
BMO Capital Markets May 2010 - September 2013
BMO Capital Markets July 2007 - October 2010
Wells Capital Management May 2006 - August 2006
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, LBO, Financial Analysis, Underwriting, Credit, Capital Structure, Loans, Financial Markets, Economics, Legal Documents, Portfolio Management, Business Writing
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship, and Management
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Graduated Cum Laude
Yuze Dong Yuze Dong's BMO Capital Markets Experience March 2015 - May 2015
Job Reconciliation and Control Specialist at BMO Capital Markets
Industry Accounting
Experience
BMO Capital Markets March 2015 - May 2015
EduSeize,LLC December 2014 - March 2015
FreemanXP February 2014 - August 2014
Center for Economic Progress January 2014 - April 2014
Fangyuan CPA, ltd April 2011 - August 2011
Skills
Personal Income Tax..., Partnership Tax Returns, Microsoft Office, Internal Audit, Accounts Payable, SAP, Financial Analysis, Accounting, Tax, Microsoft Excel, Auditing
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Mater of Science, Accounting
Dongbei University of Finance and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Accounting (International Accounting), 3.4/4
BMO Capital Markets March 2015 - May 2015
EduSeize,LLC December 2014 - March 2015
FreemanXP February 2014 - August 2014
Center for Economic Progress January 2014 - April 2014
Fangyuan CPA, ltd April 2011 - August 2011
Skills
Personal Income Tax..., Partnership Tax Returns, Microsoft Office, Internal Audit, Accounts Payable, SAP, Financial Analysis, Accounting, Tax, Microsoft Excel, Auditing
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Mater of Science, Accounting
Dongbei University of Finance and Economics 2008 — 2012
Bachelor of Business Administration (BBA), Accounting (International Accounting), 3.4/4
Emily Dohse Emily Dohse's BMO Capital Markets Experience June 2010 - August 2013
Job Executive Assistant at Egon Zehnder & Columnist at Harvard Business School
Industry Financial Services
Experience
Egon Zehnder September 2014 - Present
Harvard Business School September 2014 - Present
Driehaus Capital Management September 2013 - July 2014
BMO Capital Markets June 2010 - August 2013
Dresner Partners April 2008 - May 2010
DePaul University Writing Center January 2006 - March 2007
DePaul University September 2005 - March 2007
Skills
Outlook, Editing, Microsoft Excel, Marketing, Microsoft Word, Recruiting, Event Planning, Newsletters, Event Management, PowerPoint, Spanish, Research, Management, Sales, Interviews, Writing, Creative Writing, Office Management, Time Management, Multi Tasking, Team Leadership, Technical Writing, Copy Editing, Microsoft Office, Social Networking, Social Media, Blogging, Blogger, Customer Service, Facebook, Executive Calendar..., Heavy Calendaring, Expense Management
Education
DePaul University 2003 — 2007
BA, English
Minnetonka High School 1999 — 2003
Egon Zehnder September 2014 - Present
Harvard Business School September 2014 - Present
Driehaus Capital Management September 2013 - July 2014
BMO Capital Markets June 2010 - August 2013
Dresner Partners April 2008 - May 2010
DePaul University Writing Center January 2006 - March 2007
DePaul University September 2005 - March 2007
Skills
Outlook, Editing, Microsoft Excel, Marketing, Microsoft Word, Recruiting, Event Planning, Newsletters, Event Management, PowerPoint, Spanish, Research, Management, Sales, Interviews, Writing, Creative Writing, Office Management, Time Management, Multi Tasking, Team Leadership, Technical Writing, Copy Editing, Microsoft Office, Social Networking, Social Media, Blogging, Blogger, Customer Service, Facebook, Executive Calendar..., Heavy Calendaring, Expense Management
Education
DePaul University 2003 — 2007
BA, English
Minnetonka High School 1999 — 2003
Dennis Wolff Dennis Wolff's BMO Capital Markets Experience 2007 - 2012
Job Chief Financial Officer at RCrane
Industry Financial Services
Experience
R-Crane 2013 - Present
BMO Capital Markets 2007 - 2012
Deutsche Bank 2001 - 2007
Sears Holdings Corporation 2000 - 2001
Sara Lee Corporation 1996 - 2000
McGladrey 1993 - 1996
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Leveraged Finance, Financial Analysis, Accounting, Capital Markets, Treasury, Financial Forecasting, Capital Planning
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Eastern Illinois University 1989 — 1993
Bachelor of Science (B.S.), Accounting
R-Crane 2013 - Present
BMO Capital Markets 2007 - 2012
Deutsche Bank 2001 - 2007
Sears Holdings Corporation 2000 - 2001
Sara Lee Corporation 1996 - 2000
McGladrey 1993 - 1996
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Leveraged Finance, Financial Analysis, Accounting, Capital Markets, Treasury, Financial Forecasting, Capital Planning
Education
University of Chicago 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Eastern Illinois University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Jonathan Yenni Jonathan Yenni's BMO Capital Markets Experience July 2013 - July 2015
Job Investment Professional at Solar Capital Ltd
Industry Investment Management
Experience
Solar Capital Ltd August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Goizueta Business School August 2010 - December 2012
BMO Capital Markets June 2012 - August 2012
Penguin Group USA June 2011 - August 2011
Emory Hillel August 2010 - May 2011
GC Marketing Services May 2010 - July 2010
Skills
Foreign Languages, Research, Investment Banking, Microsoft Excel, Bloomberg, Statistics, Capital IQ, Writing, Microsoft Office, PowerPoint, Data Analysis, Bloomberg Terminal, Economics
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Psychology
Solar Capital Ltd August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Goizueta Business School August 2010 - December 2012
BMO Capital Markets June 2012 - August 2012
Penguin Group USA June 2011 - August 2011
Emory Hillel August 2010 - May 2011
GC Marketing Services May 2010 - July 2010
Skills
Foreign Languages, Research, Investment Banking, Microsoft Excel, Bloomberg, Statistics, Capital IQ, Writing, Microsoft Office, PowerPoint, Data Analysis, Bloomberg Terminal, Economics
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Psychology
John Moulton John Moulton's BMO Capital Markets Experience December 2008 - Present
Job Senior Trade Support Systems Analyst at BMO Capital Markets
Industry Information Technology and Services
Experience
BMO Capital Markets December 2008 - Present
Skills
Equities, Financial Services, Project Management, Electronic Trading, Microsoft Office, Microsoft Excel, Business Analysis, Business Development, PowerPoint, Customer Service, Microsoft Word, Outlook
Education
DePaul University
Business Information Technology, Information Technology
Regis University 1989 — 1992
Bachelor of Arts (B.A.), Mass Communication/Media Studies
BMO Capital Markets December 2008 - Present
Skills
Equities, Financial Services, Project Management, Electronic Trading, Microsoft Office, Microsoft Excel, Business Analysis, Business Development, PowerPoint, Customer Service, Microsoft Word, Outlook
Education
DePaul University
Business Information Technology, Information Technology
Regis University 1989 — 1992
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Chelsea Plant Chelsea Plant's BMO Capital Markets Experience July 2013 - December 2014
Job Corporate Development Senior Analyst at Apollo Education Group
Industry Education Management
Experience
Apollo Education Group December 2014 - Present
BMO Capital Markets July 2013 - December 2014
Wisconsin School of Business September 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Capital IQ, Mergers & Acquisitions, Analysis, Bloomberg, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Finance
Education
University of Wisconsin-Madison
Bachelor's Degree, Double Major: Finance, Investment & Banking; International Business
ESCP Europe
Study Abroad Program - Paris, France
Apollo Education Group December 2014 - Present
BMO Capital Markets July 2013 - December 2014
Wisconsin School of Business September 2011 - May 2013
BMO Capital Markets June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Capital IQ, Mergers & Acquisitions, Analysis, Bloomberg, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Finance
Education
University of Wisconsin-Madison
Bachelor's Degree, Double Major: Finance, Investment & Banking; International Business
ESCP Europe
Study Abroad Program - Paris, France
Amanda Doherty Amanda Doherty's BMO Capital Markets Experience July 2009 - January 2012
Job MBA Candidate at the Fuqua School of Business
Industry Financial Services
Experience
General Motors 2015 - 2015
BMO Harris Bank December 2013 - May 2014
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - January 2012
Fifth Third Securities June 2008 - August 2008
Eli Lilly and Company January 2008 - May 2008
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Credit Analysis, Banking, Corporate Finance, Portfolio Management, Asset Management, Hedge Funds, Leadership, Finance, Financial Services
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
DePauw University 2005 — 2009
Bachelor's, Economics
General Motors 2015 - 2015
BMO Harris Bank December 2013 - May 2014
BMO Harris Bank January 2012 - December 2013
BMO Capital Markets July 2009 - January 2012
Fifth Third Securities June 2008 - August 2008
Eli Lilly and Company January 2008 - May 2008
Skills
Commercial Banking, Financial Analysis, Financial Modeling, Credit Analysis, Banking, Corporate Finance, Portfolio Management, Asset Management, Hedge Funds, Leadership, Finance, Financial Services
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
DePauw University 2005 — 2009
Bachelor's, Economics
James Paterson James Paterson's BMO Capital Markets Experience 2012 - October 2014
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
SunTrust Robinson Humphrey October 2014 - Present
BMO Capital Markets 2012 - October 2014
Bank of America Merrill Lynch 2000 - 2011
Merrill Lynch 1998 - 2000
Toronto Raptors Basketball Club Inc. 1994 - 1996
Skills
Capital Markets, Corporate Finance, Capital Structure, Investment Banking, Mergers, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Competitive Analysis, Relationship Management, Strategy, Mergers & Acquisitions, Corporate Development, Venture Capital, IPO, Alternative Investments, Portfolio Management, Hedge Funds, Emerging Markets, Asset Management, Management, Finance
Education
Duke Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
Queen's University 1990 — 1994
BA, with Honors
Carolyn Prior's BMO Capital Markets Experience June 2007 - December 2008
Job Publishing Consultant | Project Coordinator
Industry Publishing
Experience
The Book Design Agency September 2014 - Present
Multi-Media Publications & GenXus Management Consulting 2012 - December 2013
Project Management Association of Canadan (PMAC) July 2012 - November 2013
Indie Films December 2009 - September 2011
RogersTV December 2008 - May 2011
BMO Capital Markets June 2007 - December 2008
BMO Capital Markets August 2005 - June 2007
BMO Capital Markets January 1997 - August 2005
Skills
Editing, Online Publishing, InDesign, Photoshop, Ebooks, Photography, Television, Film, Marketing, Social Media, Script Supervision, Camera, Flash, Video Production, Blogging, Compliance, Exchange Traded..., Corporate Actions, MS Access, Process Improvement, Access, Creative Writing, Management, Social Networking, Teaching and Training, Project Management, Microsoft Project, WordPress
Education
Fleming College 2014 — 2014
Graduate Certificate, Project Management
Durham College
Certificate Teaching and Training Adults
The Book Design Agency September 2014 - Present
Multi-Media Publications & GenXus Management Consulting 2012 - December 2013
Project Management Association of Canadan (PMAC) July 2012 - November 2013
Indie Films December 2009 - September 2011
RogersTV December 2008 - May 2011
BMO Capital Markets June 2007 - December 2008
BMO Capital Markets August 2005 - June 2007
BMO Capital Markets January 1997 - August 2005
Skills
Editing, Online Publishing, InDesign, Photoshop, Ebooks, Photography, Television, Film, Marketing, Social Media, Script Supervision, Camera, Flash, Video Production, Blogging, Compliance, Exchange Traded..., Corporate Actions, MS Access, Process Improvement, Access, Creative Writing, Management, Social Networking, Teaching and Training, Project Management, Microsoft Project, WordPress
Education
Fleming College 2014 — 2014
Graduate Certificate, Project Management
Durham College
Certificate Teaching and Training Adults
Somon Nader's BMO Capital Markets Experience August 2014 - Present
Job Analyst, M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2014 - Present
BMO Capital Markets June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Banyan Equity Management, LLC June 2011 - August 2011
Skills
Microsoft Word, Equities, Asset Allocation, Investment Banking, Investments, Financial Modeling, Hedge Funds, Strategy, Portfolio Management, Research, Financial Analysis, Finance, Corporate Finance, Valuation, LBO, Microsoft Excel, Trading, Mergers & Acquisitions, Fantasy Football
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Spanish River High School 2006 — 2010
BMO Capital Markets August 2014 - Present
BMO Capital Markets June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Banyan Equity Management, LLC June 2011 - August 2011
Skills
Microsoft Word, Equities, Asset Allocation, Investment Banking, Investments, Financial Modeling, Hedge Funds, Strategy, Portfolio Management, Research, Financial Analysis, Finance, Corporate Finance, Valuation, LBO, Microsoft Excel, Trading, Mergers & Acquisitions, Fantasy Football
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Spanish River High School 2006 — 2010
Barbara Boone Barbara Boone's BMO Capital Markets Experience June 2007 - April 2012
Job Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
IHMV Credit Union September 2012 - July 2014
BMO Capital Markets June 2007 - April 2012
BMO Capital Markets September 2000 - June 2007
Banc of America Securities June 1997 - September 2000
Skills
Banking, Credit Analysis, Project Management, Managerial Experience, Operations Management, Business Process..., Finance, Credit Risk, Financial Services, Management, Loans, Portfolio Management, Analysis, Credit, Strategy, Financial Reporting, Team Building, Risk Management
Education
DePaul University
B.A., Business Administration
Northern Trust Corporation July 2014 - Present
IHMV Credit Union September 2012 - July 2014
BMO Capital Markets June 2007 - April 2012
BMO Capital Markets September 2000 - June 2007
Banc of America Securities June 1997 - September 2000
Skills
Banking, Credit Analysis, Project Management, Managerial Experience, Operations Management, Business Process..., Finance, Credit Risk, Financial Services, Management, Loans, Portfolio Management, Analysis, Credit, Strategy, Financial Reporting, Team Building, Risk Management
Education
DePaul University
B.A., Business Administration
Jonathan Baird Jonathan Baird's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Diamond Hill Investments May 2012 - August 2012
Compass-Ion Advisors, LLC June 2009 - August 2011
Emerging Growth Equities, LTD June 2007 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, PowerPoint, Economics, Accounting, Investment Banking, Finance
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Diamond Hill Investments May 2012 - August 2012
Compass-Ion Advisors, LLC June 2009 - August 2011
Emerging Growth Equities, LTD June 2007 - August 2008
Skills
Valuation, Financial Modeling, Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, PowerPoint, Economics, Accounting, Investment Banking, Finance
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Grace Yin's BMO Capital Markets Experience August 2014 - July 2015
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2014 - July 2015
BMO Capital Markets July 2012 - August 2014
Education
Simon Fraser University 2007 — 2011
First Class Honor Degree of Business Administration, Finance and Marketing
ESCP Europe 2010 — 2010
International Exchange
Tsinghua University 2010 — 2010
International Exchange
BMO Capital Markets August 2014 - July 2015
BMO Capital Markets July 2012 - August 2014
Education
Simon Fraser University 2007 — 2011
First Class Honor Degree of Business Administration, Finance and Marketing
ESCP Europe 2010 — 2010
International Exchange
Tsinghua University 2010 — 2010
International Exchange
Lee Holyoke Lee Holyoke's BMO Capital Markets Experience February 2012 - November 2012
Job Banking Operations Professional
Industry Public Policy
Experience
NYSARC, Inc January 2015 - Present
BMO Harris Bank November 2012 - May 2014
BMO Capital Markets February 2012 - November 2012
Associated Claims Administrators June 2010 - April 2011
Colonial Bank March 2009 - March 2010
Rite Aid Pharmacy September 2002 - January 2008
New York State Assembly January 2007 - June 2007
Skills
Policy Analysis, Editing, French, Spanish, Italian, Non-profits, Public Speaking, Policy, Event Planning, Fundraising, Research, Community Outreach, Public Policy, PowerPoint, Legal Research, Lines Of Credit, Loan Servicing
Education
Elmira College 2003 — 2007
BA, Public Affairs
NYSARC, Inc January 2015 - Present
BMO Harris Bank November 2012 - May 2014
BMO Capital Markets February 2012 - November 2012
Associated Claims Administrators June 2010 - April 2011
Colonial Bank March 2009 - March 2010
Rite Aid Pharmacy September 2002 - January 2008
New York State Assembly January 2007 - June 2007
Skills
Policy Analysis, Editing, French, Spanish, Italian, Non-profits, Public Speaking, Policy, Event Planning, Fundraising, Research, Community Outreach, Public Policy, PowerPoint, Legal Research, Lines Of Credit, Loan Servicing
Education
Elmira College 2003 — 2007
BA, Public Affairs
Benjamin Stilwill Benjamin Stilwill's BMO Capital Markets Experience July 2011 - July 2013
Job Manager, Financial Planning & Analysis at Streamline Health
Industry Hospital & Health Care
Experience
Streamline Health April 2014 - Present
Streamline Health September 2013 - April 2014
BMO Capital Markets July 2011 - July 2013
BMO Capital Markets May 2010 - August 2010
American Education Group August 2009 - December 2009
U.S. House of Representatives May 2009 - July 2009
Beta Theta Pi, Delta Chapter May 2008 - May 2009
Boy Scouts of America December 2007 - December 2008
Skills
Microsoft Office, Non-profits, Economics, Financial Modeling, Series 63, Series 79, Report Writing, German, Mergers & Acquisitions, Nonprofits, Financial Analysis, Due Diligence, Investment Banking, Finance, Strategy, Valuation, Analysis, Leadership, Public Speaking, Management
Education
DePauw University 2007 — 2011
B.A., Economics
Okemos High School 2003 — 2007
High School Diploma
Streamline Health April 2014 - Present
Streamline Health September 2013 - April 2014
BMO Capital Markets July 2011 - July 2013
BMO Capital Markets May 2010 - August 2010
American Education Group August 2009 - December 2009
U.S. House of Representatives May 2009 - July 2009
Beta Theta Pi, Delta Chapter May 2008 - May 2009
Boy Scouts of America December 2007 - December 2008
Skills
Microsoft Office, Non-profits, Economics, Financial Modeling, Series 63, Series 79, Report Writing, German, Mergers & Acquisitions, Nonprofits, Financial Analysis, Due Diligence, Investment Banking, Finance, Strategy, Valuation, Analysis, Leadership, Public Speaking, Management
Education
DePauw University 2007 — 2011
B.A., Economics
Okemos High School 2003 — 2007
High School Diploma
Todd Kostelnik Todd Kostelnik's BMO Capital Markets Experience 2002 - 2007
Job Senior Vice President at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group March 2010 - Present
Charter One Bank May 2008 - March 2010
National City Bank March 2007 - May 2008
BMO Capital Markets 2002 - 2007
LaSalle Bank 1998 - 2001
Mercantile National Bank of Indiana 1997 - 1998
Skills
Loans, Financial Analysis, Commercial Banking, Credit, Underwriting, Credit Analysis, Investments, Banking, Risk Management, Cash Management, Portfolio Management, Commercial Lending
Education
DePaul University 1999 — 2001
MBA, Finance
Indiana State University 1993 — 1997
BS, Finance
PNC Financial Services Group March 2010 - Present
Charter One Bank May 2008 - March 2010
National City Bank March 2007 - May 2008
BMO Capital Markets 2002 - 2007
LaSalle Bank 1998 - 2001
Mercantile National Bank of Indiana 1997 - 1998
Skills
Loans, Financial Analysis, Commercial Banking, Credit, Underwriting, Credit Analysis, Investments, Banking, Risk Management, Cash Management, Portfolio Management, Commercial Lending
Education
DePaul University 1999 — 2001
MBA, Finance
Indiana State University 1993 — 1997
BS, Finance
Jason Zanfardino Jason Zanfardino's BMO Capital Markets Experience October 2007 - February 2008
Job Portfolio Manager Financial Institutions Group at Associated Bank
Industry Banking
Experience
Associated Bank May 2010 - Present
Associated Bank February 2008 - May 2010
BMO Capital Markets October 2007 - February 2008
LaSalle Bank September 2005 - September 2007
Tactical Business Services January 2005 - July 2005
Argent Mortgage October 2004 - January 2005
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Loans, Financial Institutions, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration, Finance, with Distinction
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science in Finance with Honors
Associated Bank May 2010 - Present
Associated Bank February 2008 - May 2010
BMO Capital Markets October 2007 - February 2008
LaSalle Bank September 2005 - September 2007
Tactical Business Services January 2005 - July 2005
Argent Mortgage October 2004 - January 2005
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Loans, Financial Institutions, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Business Administration, Finance, with Distinction
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science in Finance with Honors
Steve Knoop Steve Knoop's BMO Capital Markets Experience March 1996 - December 2004
Job Managing Principal, First Chicago Advisors, Inc.
Industry Executive Office
Experience
First Chicago Advisors, Inc. December 2004 - Present
BMO Capital Markets March 1996 - December 2004
Merrill Lynch 1993 - 1996
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance, Deans List
Denison University 1974 — 1978
Bachelor's Degree
New Trier 1970 — 1974
First Chicago Advisors, Inc. December 2004 - Present
BMO Capital Markets March 1996 - December 2004
Merrill Lynch 1993 - 1996
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing and Finance, Deans List
Denison University 1974 — 1978
Bachelor's Degree
New Trier 1970 — 1974
Jon Dill Jon Dill's BMO Capital Markets Experience July 1987 - August 1990
Job CFO at Ampac
Industry Packaging and Containers
Experience
Ampac Packaging January 2000 - Present
Workshops of David T. Smith December 1998 - December 1999
Chiquita July 1991 - November 1998
Chiquita 1991 - 1998
BMO Capital Markets July 1987 - August 1990
Skills
Financial Analysis, Mergers, Due Diligence, Financial Reporting, Mergers & Acquisitions, Forecasting, Leadership, Corporate Finance, Acquisition Integration, Business Planning, Strategy, Finance, Cost Accounting, Cross-functional Team..., Process Improvement, Financial Modeling, Strategic Planning, Corporate Development, Business Strategy, Restructuring, Executive Management, Divestitures, Business Development, Private Equity, Strategic Financial..., Start-ups, Business Valuation, Managerial Finance, Valuation, Acquisitions, Accounting, Venture Capital, Cash Management, Turn Around Management
Education
The University of Chicago 1990 — 1991
MBA, Finance and International Business
DePauw University 1983 — 1987
BA, International Business, Political Science
Ampac Packaging January 2000 - Present
Workshops of David T. Smith December 1998 - December 1999
Chiquita July 1991 - November 1998
Chiquita 1991 - 1998
BMO Capital Markets July 1987 - August 1990
Skills
Financial Analysis, Mergers, Due Diligence, Financial Reporting, Mergers & Acquisitions, Forecasting, Leadership, Corporate Finance, Acquisition Integration, Business Planning, Strategy, Finance, Cost Accounting, Cross-functional Team..., Process Improvement, Financial Modeling, Strategic Planning, Corporate Development, Business Strategy, Restructuring, Executive Management, Divestitures, Business Development, Private Equity, Strategic Financial..., Start-ups, Business Valuation, Managerial Finance, Valuation, Acquisitions, Accounting, Venture Capital, Cash Management, Turn Around Management
Education
The University of Chicago 1990 — 1991
MBA, Finance and International Business
DePauw University 1983 — 1987
BA, International Business, Political Science
Derek Di Jing Derek Di Jing's BMO Capital Markets Experience November 2013 - February 2014
Job Mortgage Advisor at CIBC
Industry Banking
Experience
CIBC March 2014 - Present
BMO Capital Markets November 2013 - February 2014
Bank of China (Canada) June 2012 - September 2013
Skills
Mandarin, Economics, Stata, Financial Analysis, Financial Modeling, Statistics, SAS, Portfolio Management, Problem Solving, Risk Management, Commercial Banking, VBA, Econometrics, Analysis, Market Research, Corporate Banking, Commercial Lending, Credit Analysis, Trade Finance, Credit Risk, Corporate Finance, Banking, Loans, Moody's Financial..., Due Diligence, Marketing, Data Analysis, Anti-Terrorist Financing, Anti-Money Laundering, Credit, Research, SPSS, Matlab, Capital Markets, AML, ATF
Education
University of Toronto 2010 — 2011
Master's Degree, Economics
The University of Western Ontario 2008 — 2010
Honors Bachelor, Economics
Dongbei University of Finance and Economics 2006 — 2008
Bachelor, Economics
CIBC March 2014 - Present
BMO Capital Markets November 2013 - February 2014
Bank of China (Canada) June 2012 - September 2013
Skills
Mandarin, Economics, Stata, Financial Analysis, Financial Modeling, Statistics, SAS, Portfolio Management, Problem Solving, Risk Management, Commercial Banking, VBA, Econometrics, Analysis, Market Research, Corporate Banking, Commercial Lending, Credit Analysis, Trade Finance, Credit Risk, Corporate Finance, Banking, Loans, Moody's Financial..., Due Diligence, Marketing, Data Analysis, Anti-Terrorist Financing, Anti-Money Laundering, Credit, Research, SPSS, Matlab, Capital Markets, AML, ATF
Education
University of Toronto 2010 — 2011
Master's Degree, Economics
The University of Western Ontario 2008 — 2010
Honors Bachelor, Economics
Dongbei University of Finance and Economics 2006 — 2008
Bachelor, Economics
Amanda Maya's BMO Capital Markets Experience June 2011 - July 2012
Job Finance Manager at TaraPaige Group
Industry Hospitality
Experience
TaraPaige Group September 2013 - Present
Union Square Hospitality Group May 2013 - September 2013
BMO Capital Markets June 2011 - July 2012
BMO Capital Markets June 2008 - June 2011
Goldman Sachs June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Corporate Finance, Private Equity
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, International Business
Institute of Culinary Education 2012 — 2013
Culinary Arts
TaraPaige Group September 2013 - Present
Union Square Hospitality Group May 2013 - September 2013
BMO Capital Markets June 2011 - July 2012
BMO Capital Markets June 2008 - June 2011
Goldman Sachs June 2007 - August 2007
Skills
Valuation, Investment Banking, Financial Modeling, Microsoft Excel, Corporate Finance, Private Equity
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, International Business
Institute of Culinary Education 2012 — 2013
Culinary Arts
Fariba Tahiri Fariba Tahiri's BMO Capital Markets Experience May 2007 - May 2008
Job Senior Application Support Analyst (fulltime) at TD Bank (Wealth Management Technology Solutions)
Industry Banking
Experience
TD Bank (Wealth Management Technology Solutions) January 2014 - Present
TD Bank, TD Insurance (Life & Health Technology) September 2012 - Present
BROADRIDGE FINANCIAL SOLUTIONS (ADP) July 2008 - September 2012
BMO Capital Markets May 2007 - May 2008
Shoppers Drug Mart August 2006 - January 2007
Bank of Montreal August 2005 - August 2006
IBM CANADA LTD February 2005 - July 2005
CIBC November 2001 - December 2004
Centennial College February 2001 - October 2001
Manulife Financial May 2000 - August 2000
Skills
7 years working..., 4 years working..., 11 years knowledge and..., Unix, Disaster Recovery, SDLC, SQL, Business Requirements, Vendor Management, Data Migration, Integration, ITIL, Requirements Analysis, Production Support, VMware, Troubleshooting, Testing, Trading Systems, Working Experience, Customer Service, Software Documentation, Networking, Active Directory, Databases
Education
DeVry University 1993 — 1996
B.Sc, Electronics Engineering Technology
Ryerson Polytechnical University
Seneca College of Applied Arts and Technology
TD Bank (Wealth Management Technology Solutions) January 2014 - Present
TD Bank, TD Insurance (Life & Health Technology) September 2012 - Present
BROADRIDGE FINANCIAL SOLUTIONS (ADP) July 2008 - September 2012
BMO Capital Markets May 2007 - May 2008
Shoppers Drug Mart August 2006 - January 2007
Bank of Montreal August 2005 - August 2006
IBM CANADA LTD February 2005 - July 2005
CIBC November 2001 - December 2004
Centennial College February 2001 - October 2001
Manulife Financial May 2000 - August 2000
Skills
7 years working..., 4 years working..., 11 years knowledge and..., Unix, Disaster Recovery, SDLC, SQL, Business Requirements, Vendor Management, Data Migration, Integration, ITIL, Requirements Analysis, Production Support, VMware, Troubleshooting, Testing, Trading Systems, Working Experience, Customer Service, Software Documentation, Networking, Active Directory, Databases
Education
DeVry University 1993 — 1996
B.Sc, Electronics Engineering Technology
Ryerson Polytechnical University
Seneca College of Applied Arts and Technology
Susan Garvey Susan Garvey's BMO Capital Markets Experience January 2014 - Present
Job Sr. Administrative Assistant at BMO Capital Markets
Industry Insurance
Experience
BMO Capital Markets January 2014 - Present
Lockton Companies, LLC June 2011 - November 2013
HedgeFundNetworking.com October 2009 - March 2011
Woodfield Fund Administration, LLC February 2009 - March 2011
Skills
Event Planning, Event Management, Office Management, Administrative Support, Travel Management, Schedule Management, Word, Expense Reports, PeopleSoft, Project Coordination, Excel, Constant Contact, PowerPoint, Networking Events, Legal Support, Online Research, Salesforce Administrator, Outlook, Microsoft Excel, Microsoft Word, Oracle Reports, Calendaring, Business Networking, Administrative..., Customer Service
Education
Northeastern Illinois University 1984 — 1986
DePaul University 1982 — 1984
BMO Capital Markets January 2014 - Present
Lockton Companies, LLC June 2011 - November 2013
HedgeFundNetworking.com October 2009 - March 2011
Woodfield Fund Administration, LLC February 2009 - March 2011
Skills
Event Planning, Event Management, Office Management, Administrative Support, Travel Management, Schedule Management, Word, Expense Reports, PeopleSoft, Project Coordination, Excel, Constant Contact, PowerPoint, Networking Events, Legal Support, Online Research, Salesforce Administrator, Outlook, Microsoft Excel, Microsoft Word, Oracle Reports, Calendaring, Business Networking, Administrative..., Customer Service
Education
Northeastern Illinois University 1984 — 1986
DePaul University 1982 — 1984
Will Amezcua Will Amezcua's BMO Capital Markets Experience 2003 - 2006
Job Marketing Director
Industry Biotechnology
Experience
Baxter International Inc. March 2015 - Present
Baxter International Inc. October 2014 - March 2015
Baxter International Inc. February 2014 - October 2014
Baxter International Inc. January 2012 - February 2014
Baxter International Inc. November 2010 - January 2012
Baxter International Inc. February 2009 - November 2010
Baxter International Inc. January 2007 - January 2009
CapitalSource January 2006 - January 2007
BMO Capital Markets 2003 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Economics, Health Industry Management, Analytical Consulting, Strategy, Marketing
DePauw University 1999 — 2003
BA, Economics, Spanish
Baxter International Inc. March 2015 - Present
Baxter International Inc. October 2014 - March 2015
Baxter International Inc. February 2014 - October 2014
Baxter International Inc. January 2012 - February 2014
Baxter International Inc. November 2010 - January 2012
Baxter International Inc. February 2009 - November 2010
Baxter International Inc. January 2007 - January 2009
CapitalSource January 2006 - January 2007
BMO Capital Markets 2003 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Economics, Health Industry Management, Analytical Consulting, Strategy, Marketing
DePauw University 1999 — 2003
BA, Economics, Spanish
Mike Vinciquerra's BMO Capital Markets Experience March 2007 - May 2011
Job Development Director at Georgia Conservancy
Industry Nonprofit Organization Management
Experience
Georgia Conservancy July 2014 - Present
Georgia Conservancy December 2013 - July 2014
Georgia Conservancy January 2013 - December 2013
Piedmont Park Conservancy May 2012 - December 2012
Piedmont Park Conservancy January 2012 - February 2012
Georgia Conservancy June 2011 - January 2012
Trees Atlanta June 2011 - September 2011
BMO Capital Markets March 2007 - May 2011
Raymond James Financial August 1998 - March 2007
Fidelity Management and Research June 1997 - August 1997
Skills
Financial Modeling, Sales, Competitive Analysis, Business Writing, Strategic Planning, Financial Analysis, Fundraising, Valuation, Non-profits, Marketing, Research, Equities, Grants, Grant Writing
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration, Finance and Marketing Concentrations
Ohio University 1989 — 1993
Bachelor of Business Administration, Finance, International Business, Business Pre-Law
Georgia Conservancy July 2014 - Present
Georgia Conservancy December 2013 - July 2014
Georgia Conservancy January 2013 - December 2013
Piedmont Park Conservancy May 2012 - December 2012
Piedmont Park Conservancy January 2012 - February 2012
Georgia Conservancy June 2011 - January 2012
Trees Atlanta June 2011 - September 2011
BMO Capital Markets March 2007 - May 2011
Raymond James Financial August 1998 - March 2007
Fidelity Management and Research June 1997 - August 1997
Skills
Financial Modeling, Sales, Competitive Analysis, Business Writing, Strategic Planning, Financial Analysis, Fundraising, Valuation, Non-profits, Marketing, Research, Equities, Grants, Grant Writing
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration, Finance and Marketing Concentrations
Ohio University 1989 — 1993
Bachelor of Business Administration, Finance, International Business, Business Pre-Law
Tim Shroyer Tim Shroyer's BMO Capital Markets Experience April 1996 - Present
Job Managing Director, Regional FX Sales Manager Corporate & Institutional at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 1996 - Present
Hyde Park Angels 2011 - 2015
Citicorp Securities 1993 - 1996
Sara Lee Corporation 1990 - 1993
General Binding Corporation 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
FX, Bloomberg, Treasury, Capital Markets, Equities, Derivatives, Trading, Financial Markets, Portfolio Management, Investments, Hedge Funds, Trading Systems, Options, Valuation, Risk Management, Banking, Management, Financial Services
Education
The University of Chicago 1990 — 1993
MBA, Accounting, Finance
DeVry Institute of Technology 1984 — 1986
B.S., Computer Information Systems
Illinois State University 1983 — 1984
General
Eckerd College 1982 — 1983
General
Joliet Catholic 1978 — 1982
BMO Capital Markets April 1996 - Present
Hyde Park Angels 2011 - 2015
Citicorp Securities 1993 - 1996
Sara Lee Corporation 1990 - 1993
General Binding Corporation 1988 - 1989
Coopers & Lybrand 1986 - 1988
Skills
FX, Bloomberg, Treasury, Capital Markets, Equities, Derivatives, Trading, Financial Markets, Portfolio Management, Investments, Hedge Funds, Trading Systems, Options, Valuation, Risk Management, Banking, Management, Financial Services
Education
The University of Chicago 1990 — 1993
MBA, Accounting, Finance
DeVry Institute of Technology 1984 — 1986
B.S., Computer Information Systems
Illinois State University 1983 — 1984
General
Eckerd College 1982 — 1983
General
Joliet Catholic 1978 — 1982
Brian Jackson, CPA, MBA Brian Jackson, CPA, MBA's BMO Capital Markets Experience 2003 - April 2006
Job Director of Finance
Industry Retail
Experience
Sears Holdings Corporation June 2014 - Present
North Park University October 2011 - Present
Sears Holdings Corporation June 2013 - June 2014
Sears Holdings Corporation August 2011 - May 2013
Kraft Foods September 2010 - July 2011
Kraft Foods November 2007 - September 2010
Kraft Foods April 2006 - November 2007
BMO Capital Markets 2003 - April 2006
The Matthews Automotive Group 2002 - 2002
Arthur Andersen, LLC 1996 - 2001
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management & Strategy, Entrepreneurship & Innovation
DePaul University 1994 — 1996
Accounting
Sears Holdings Corporation June 2014 - Present
North Park University October 2011 - Present
Sears Holdings Corporation June 2013 - June 2014
Sears Holdings Corporation August 2011 - May 2013
Kraft Foods September 2010 - July 2011
Kraft Foods November 2007 - September 2010
Kraft Foods April 2006 - November 2007
BMO Capital Markets 2003 - April 2006
The Matthews Automotive Group 2002 - 2002
Arthur Andersen, LLC 1996 - 2001
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management & Strategy, Entrepreneurship & Innovation
DePaul University 1994 — 1996
Accounting
Kristan Kelly Kristan Kelly's BMO Capital Markets Experience 1988 - 2001
Job Financial Services Executive
Industry Financial Services
Experience
Harris Bank October 2010 - Present
St. Francis Xavier School 2007 - 2008
Willow Wood Pre School 2005 - 2007
BMO Capital Markets 1988 - 2001
Skills
Fundraising, Credit Analysis, Training, Portfolio Management, Commercial Banking, Human Resources, Credit, Loans, Credit Risk, Banking
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Masters, Marketing and Finance
DePauw University 1984 — 1988
BA, History and English
Harris Bank October 2010 - Present
St. Francis Xavier School 2007 - 2008
Willow Wood Pre School 2005 - 2007
BMO Capital Markets 1988 - 2001
Skills
Fundraising, Credit Analysis, Training, Portfolio Management, Commercial Banking, Human Resources, Credit, Loans, Credit Risk, Banking
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Masters, Marketing and Finance
DePauw University 1984 — 1988
BA, History and English
Patrick Rosenthal Patrick Rosenthal's BMO Capital Markets Experience June 2015 - Present
Job Capital Markets Lawyer
Industry Law Practice
Experience
BMO Capital Markets June 2015 - Present
Proskauer Rose LLP September 2014 - June 2015
Franklin Square Capital Partners July 2013 - September 2014
White & Case September 2005 - July 2013
Skills
Cross-border..., Corporate Law, Securities Regulation, Legal Research, Corporate Governance, Legal Writing, Due Diligence, Joint Ventures
Education
University of Michigan Law School 2002 — 2005
J.D.
Duke University 1998 — 2002
A.B., Philosophy and Mathematics
Wyoming Seminary 1994 — 1998
BMO Capital Markets June 2015 - Present
Proskauer Rose LLP September 2014 - June 2015
Franklin Square Capital Partners July 2013 - September 2014
White & Case September 2005 - July 2013
Skills
Cross-border..., Corporate Law, Securities Regulation, Legal Research, Corporate Governance, Legal Writing, Due Diligence, Joint Ventures
Education
University of Michigan Law School 2002 — 2005
J.D.
Duke University 1998 — 2002
A.B., Philosophy and Mathematics
Wyoming Seminary 1994 — 1998
John Sheffield John Sheffield's BMO Capital Markets Experience January 1997 - March 1998
Job MD and Head CFAS at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Sophia Lu Sophia Lu's BMO Capital Markets Experience May 2009 - August 2009
Job Summer Associate at Goldman Sachs
Industry Management Consulting
Experience
Goldman Sachs June 2015 - Present
Citizenship and Immigration Canada / Citoyenneté et Immigration Canada June 2014 - October 2014
Merit Education December 2007 - May 2014
Accenture Management Consulting Practice September 2011 - August 2013
Embassy of Canada to Vietnam June 2010 - August 2010
BMO Capital Markets May 2009 - August 2009
Bloomberg News July 2008 - August 2008
Invest Hong Kong May 2008 - June 2008
Skills
Financial Analysis, Management Consulting, Business Strategy, Due Diligence, Management, Social Entrepreneurship, Education, Public Relations, Marketing Strategy, Valuation, Leadership, Financial Reporting, Global Affairs, Investment Banking, Capital Markets, International Market..., Growth Strategies, Financial Modeling
Education
INSEAD 2015 — 2015
Master of Business Administration (MBA)
University of Toronto 2013 — 2015
Master in Global Affairs
Queen's University 2007 — 2011
B.Comm, Finance, International Business, Strategy
ESCP Europe 2009 — 2010
Masters in Management, Finance, International Business
University of Pennsylvania - The Wharton School 2015 — 2015
Master of Business Administration (MBA)
Goldman Sachs June 2015 - Present
Citizenship and Immigration Canada / Citoyenneté et Immigration Canada June 2014 - October 2014
Merit Education December 2007 - May 2014
Accenture Management Consulting Practice September 2011 - August 2013
Embassy of Canada to Vietnam June 2010 - August 2010
BMO Capital Markets May 2009 - August 2009
Bloomberg News July 2008 - August 2008
Invest Hong Kong May 2008 - June 2008
Skills
Financial Analysis, Management Consulting, Business Strategy, Due Diligence, Management, Social Entrepreneurship, Education, Public Relations, Marketing Strategy, Valuation, Leadership, Financial Reporting, Global Affairs, Investment Banking, Capital Markets, International Market..., Growth Strategies, Financial Modeling
Education
INSEAD 2015 — 2015
Master of Business Administration (MBA)
University of Toronto 2013 — 2015
Master in Global Affairs
Queen's University 2007 — 2011
B.Comm, Finance, International Business, Strategy
ESCP Europe 2009 — 2010
Masters in Management, Finance, International Business
University of Pennsylvania - The Wharton School 2015 — 2015
Master of Business Administration (MBA)
Lara Mendenhall Lara Mendenhall's BMO Capital Markets Experience 1998 - 2003
Job Science Teacher
Industry Primary/Secondary Education
Experience
BC Hydro 2009 - 2010
BMO Capital Markets 1998 - 2003
Education
Drexel University
Teaching Certificate
University of New Brunswick
MBA
Tufts University
Bachelor of Science
BC Hydro 2009 - 2010
BMO Capital Markets 1998 - 2003
Education
Drexel University
Teaching Certificate
University of New Brunswick
MBA
Tufts University
Bachelor of Science
Kevin Toomey Kevin Toomey's BMO Capital Markets Experience December 2013 - December 2014
Job Digital Librarian
Industry Libraries
Experience
BMO Capital Markets December 2013 - December 2014
Skokie Public Library October 2012 - August 2013
LIS Host October 2012 - December 2012
Squid Pro Quo April 2011 - December 2012
Skokie Public Library June 2012 - September 2012
McDonald's Corporation November 2011 - April 2012
826CHI January 2011 - September 2011
Anchor Mechanical, Inc. June 2009 - February 2011
BidClerk September 2008 - May 2009
Illini Media August 2006 - October 2007
Skills
Web Content, Metadata Management, Metadata Standards, Content Management, Research, Adobe Creative Suite, CONTENTdm, HTML, iLife '11, Small Group Instruction, Blogging, Tumblr, Facebook, Social Media, WordPress, Drupal, Twitter, Adobe Bridge, Microsoft Office, Photoshop, Proofreading
Education
Dominican University 2011 — 2013
MLIS, Library and Information Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts, Speech Communication
BMO Capital Markets December 2013 - December 2014
Skokie Public Library October 2012 - August 2013
LIS Host October 2012 - December 2012
Squid Pro Quo April 2011 - December 2012
Skokie Public Library June 2012 - September 2012
McDonald's Corporation November 2011 - April 2012
826CHI January 2011 - September 2011
Anchor Mechanical, Inc. June 2009 - February 2011
BidClerk September 2008 - May 2009
Illini Media August 2006 - October 2007
Skills
Web Content, Metadata Management, Metadata Standards, Content Management, Research, Adobe Creative Suite, CONTENTdm, HTML, iLife '11, Small Group Instruction, Blogging, Tumblr, Facebook, Social Media, WordPress, Drupal, Twitter, Adobe Bridge, Microsoft Office, Photoshop, Proofreading
Education
Dominican University 2011 — 2013
MLIS, Library and Information Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts, Speech Communication
Jason Levee Jason Levee's BMO Capital Markets Experience June 2013 - August 2013
Job Senior Associate at Optimity Advisors
Industry Financial Services
Experience
Optimity Advisors September 2014 - Present
Emory University Goizueta Business School July 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
CIBC World Markets June 2010 - May 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Analysis, Credit Analysis, Microsoft Excel, Financial Modeling, Data Modeling, Financial Statement..., Derivatives, Hedge Funds, Credit, Finance, Strategy, Valuation, Corporate Finance, Analytics, Data Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, Analytics
University of Florida 2004 — 2008
B.A., Economics
Optimity Advisors September 2014 - Present
Emory University Goizueta Business School July 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
CIBC World Markets June 2010 - May 2012
Bank of America Merrill Lynch July 2008 - June 2010
Skills
Financial Analysis, Credit Analysis, Microsoft Excel, Financial Modeling, Data Modeling, Financial Statement..., Derivatives, Hedge Funds, Credit, Finance, Strategy, Valuation, Corporate Finance, Analytics, Data Analysis, Investment Banking
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, Analytics
University of Florida 2004 — 2008
B.A., Economics
Alex Paykin Alex Paykin's BMO Capital Markets Experience March 2011 - February 2013
Job Senior Financial Analyst at Keypath Education
Industry Financial Services
Experience
Keypath Education April 2015 - Present
NORC June 2013 - April 2015
BMO Capital Markets March 2011 - February 2013
Ladder Up Financial Liberation February 2009 - June 2009
Skills
PowerPoint, Customer Service, Excel, Word, Microsoft Office, Analysis, Microsoft Word, Microsoft Excel, Financial Analysis, Access, Data Analysis, Outlook, Team Leadership, Process Improvement, Customer Satisfaction, Financial Reporting, Auditing, Risk Management, Finance
Education
DePaul University 2008 — 2010
B.S., Finance
Harper College 2006 — 2008
Associate's degree
hersey
Keypath Education April 2015 - Present
NORC June 2013 - April 2015
BMO Capital Markets March 2011 - February 2013
Ladder Up Financial Liberation February 2009 - June 2009
Skills
PowerPoint, Customer Service, Excel, Word, Microsoft Office, Analysis, Microsoft Word, Microsoft Excel, Financial Analysis, Access, Data Analysis, Outlook, Team Leadership, Process Improvement, Customer Satisfaction, Financial Reporting, Auditing, Risk Management, Finance
Education
DePaul University 2008 — 2010
B.S., Finance
Harper College 2006 — 2008
Associate's degree
hersey
Margaret Kerins Margaret Kerins's BMO Capital Markets Experience September 2012 - Present
Job Managing Director Head of Fixed Income Strategy at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2012 - Present
RBS Global Banking & Markets (Greenwich Capital Markets) June 2003 - November 2012
Bank One July 2000 - July 2003
ABN AMRO Bank N.V. April 1997 - July 2000
Office of Banks & Real Estate (Illinois Dept of Financial & Professional Regulation) January 1992 - April 1997
Skills
Capital Markets, Securities, Market Strategy, Series 24, Series 7,...
Education
Charted Financial Analyst 1996 — 1998
1998, CFA
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Marquette University 1987 — 1991
BS, Finance/Political Science
BMO Capital Markets September 2012 - Present
RBS Global Banking & Markets (Greenwich Capital Markets) June 2003 - November 2012
Bank One July 2000 - July 2003
ABN AMRO Bank N.V. April 1997 - July 2000
Office of Banks & Real Estate (Illinois Dept of Financial & Professional Regulation) January 1992 - April 1997
Skills
Capital Markets, Securities, Market Strategy, Series 24, Series 7,...
Education
Charted Financial Analyst 1996 — 1998
1998, CFA
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Marquette University 1987 — 1991
BS, Finance/Political Science
Greg Chory Greg Chory's BMO Capital Markets Experience July 2008 - June 2011
Job Analyst at Jackson Square Partners
Industry Venture Capital & Private Equity
Experience
Jackson Square Partners September 2014 - Present
Technology Crossover Ventures July 2011 - July 2014
BMO Capital Markets July 2008 - June 2011
Education
Emory University
Jackson Square Partners September 2014 - Present
Technology Crossover Ventures July 2011 - July 2014
BMO Capital Markets July 2008 - June 2011
Education
Emory University
Alison Byron-Brown Alison Byron-Brown's BMO Capital Markets Experience May 2003 - Present
Job Director, Managing Editor, Equity Research at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - May 2003
JP Morgan January 1993 - May 1999
First Boston 1992 - 1993
Dillon, Read & Co. Inc. 1986 - 1992
Skills
Equities, Series 7, Equity Research, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Series 63, Investments, Securities, Investment Banking, Valuation, FINRA, Alternative Investments
Education
Lycoming College 1973 — 1976
Bachelor of Arts (B.A.), Sociology/Anthropology
DePauw University 1972 — 1973
Manhasset High School
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - May 2003
JP Morgan January 1993 - May 1999
First Boston 1992 - 1993
Dillon, Read & Co. Inc. 1986 - 1992
Skills
Equities, Series 7, Equity Research, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Series 63, Investments, Securities, Investment Banking, Valuation, FINRA, Alternative Investments
Education
Lycoming College 1973 — 1976
Bachelor of Arts (B.A.), Sociology/Anthropology
DePauw University 1972 — 1973
Manhasset High School
Amber LaRue Amber LaRue's BMO Capital Markets Experience August 2007 - September 2008
Job Vice President, Healthcare Banking at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank January 2010 - Present
Anthem (fka WellPoint, Inc.) January 2008 - January 2010
BMO Capital Markets August 2007 - September 2008
BMO Capital Markets March 2006 - August 2007
Antares Capital Corporation June 2005 - March 2006
BMO Capital Markets July 2000 - June 2005
Skills
Commercial Lending, Lines Of Credit, Treasury Management, Middle Market, Loans, Credit, Underwriting, Banking, Commercial Credit, Financial Analysis, Loan Origination, Financial Modeling, Finance, Due Diligence, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Accounting
DePauw University 1996 — 2000
BA, Economics and Political Science (Management Fellows Program)
Blue Valley Northwest High School 1992 — 1996
Fifth Third Bank January 2010 - Present
Anthem (fka WellPoint, Inc.) January 2008 - January 2010
BMO Capital Markets August 2007 - September 2008
BMO Capital Markets March 2006 - August 2007
Antares Capital Corporation June 2005 - March 2006
BMO Capital Markets July 2000 - June 2005
Skills
Commercial Lending, Lines Of Credit, Treasury Management, Middle Market, Loans, Credit, Underwriting, Banking, Commercial Credit, Financial Analysis, Loan Origination, Financial Modeling, Finance, Due Diligence, Capital Markets
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance and Accounting
DePauw University 1996 — 2000
BA, Economics and Political Science (Management Fellows Program)
Blue Valley Northwest High School 1992 — 1996
Thomas Kominsky Thomas Kominsky's BMO Capital Markets Experience November 2013 - June 2015
Job Chief Growth Officer at Student Transportation Inc.
Industry Transportation/Trucking/Railroad
Experience
Student Transportation Inc. June 2015 - Present
BMO Capital Markets November 2013 - June 2015
BMO Capital Markets January 2012 - November 2013
BMO Capital Markets December 2010 - January 2012
BMO Capital Markets January 2009 - December 2010
BMO Capital Markets April 2007 - January 2009
Madison Capital Funding 2005 - 2007
Bank of America 2004 - 2005
Bank One 2003 - 2004
Skills
Financial Modeling, Mergers, Leveraged Finance, Private Equity, Capital Markets, Mergers & Acquisitions, Investment Banking, Valuation, Acquisitions, Corporate Finance, Corporate Development, LBO, Financial Structuring, Business Valuation, M, Syndications
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management Strategy, Management & Organizations
DePauw University 1999 — 2003
BA, Economics / Finance
Student Transportation Inc. June 2015 - Present
BMO Capital Markets November 2013 - June 2015
BMO Capital Markets January 2012 - November 2013
BMO Capital Markets December 2010 - January 2012
BMO Capital Markets January 2009 - December 2010
BMO Capital Markets April 2007 - January 2009
Madison Capital Funding 2005 - 2007
Bank of America 2004 - 2005
Bank One 2003 - 2004
Skills
Financial Modeling, Mergers, Leveraged Finance, Private Equity, Capital Markets, Mergers & Acquisitions, Investment Banking, Valuation, Acquisitions, Corporate Finance, Corporate Development, LBO, Financial Structuring, Business Valuation, M, Syndications
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Management Strategy, Management & Organizations
DePauw University 1999 — 2003
BA, Economics / Finance
Joseph S. Petti's BMO Capital Markets Experience June 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
Atlas Holdings LLC August 2014 - December 2014
Deloitte June 2014 - August 2014
GE Capital September 2013 - January 2014
Rocco & Associates Wealth Management, Inc. May 2013 - September 2013
EdgeUP Website Design Company May 2012 - May 2013
East Coast Food Distributors May 2012 - February 2013
Whippoorwill Country Club July 2012 - August 2012
The Gym at Armonk February 2010 - February 2012
Gold N Fish Marketing Group March 2011 - June 2011
Skills
Microsoft Excel, Communication Skills, Entrepreneurship, PowerPoint, Marketing, Leadership, Management, Mutual Funds, Social Media, Social Media Marketing, Life Insurance, Salesforce.com, Salesforce Training, Managing Database, Start-ups, CRM, Customer Service, Communication, Microsoft Office, Microsoft Word
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Byram Hills High School 2007 — 2011
BMO Capital Markets June 2015 - Present
Atlas Holdings LLC August 2014 - December 2014
Deloitte June 2014 - August 2014
GE Capital September 2013 - January 2014
Rocco & Associates Wealth Management, Inc. May 2013 - September 2013
EdgeUP Website Design Company May 2012 - May 2013
East Coast Food Distributors May 2012 - February 2013
Whippoorwill Country Club July 2012 - August 2012
The Gym at Armonk February 2010 - February 2012
Gold N Fish Marketing Group March 2011 - June 2011
Skills
Microsoft Excel, Communication Skills, Entrepreneurship, PowerPoint, Marketing, Leadership, Management, Mutual Funds, Social Media, Social Media Marketing, Life Insurance, Salesforce.com, Salesforce Training, Managing Database, Start-ups, CRM, Customer Service, Communication, Microsoft Office, Microsoft Word
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Accounting, Senior
Byram Hills High School 2007 — 2011
Amar Patel Amar Patel's BMO Capital Markets Experience July 2015 - Present
Job Sales & Trading Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Big Shoulders Fund September 2013 - Present
Group One Trading, LP August 2014 - March 2015
UBS Global Asset Management June 2014 - August 2014
Group One Trading, LP March 2014 - June 2014
EY January 2014 - March 2014
Nuveen Investments October 2012 - December 2013
Nuveen Investments June 2013 - August 2013
WestLake Financial Group, Inc. May 2012 - August 2012
Skills
Timely Decision Making, Communication, Trading, Derivatives, Corporate Finance, Accounting, Economics, Sales, Financial Audits, Financial Reporting, Bloomberg Terminal, Morningstar Direct, Bloomberg, Risk Management, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Harvard Business School 2014 — 2014
(Study Areas: Analytical Finance, Leadership, Brand Management, Organizational Behavior)
DePaul University
Major (Honors): Economics & Finance, Minor: Accounting
BMO Capital Markets July 2015 - Present
Big Shoulders Fund September 2013 - Present
Group One Trading, LP August 2014 - March 2015
UBS Global Asset Management June 2014 - August 2014
Group One Trading, LP March 2014 - June 2014
EY January 2014 - March 2014
Nuveen Investments October 2012 - December 2013
Nuveen Investments June 2013 - August 2013
WestLake Financial Group, Inc. May 2012 - August 2012
Skills
Timely Decision Making, Communication, Trading, Derivatives, Corporate Finance, Accounting, Economics, Sales, Financial Audits, Financial Reporting, Bloomberg Terminal, Morningstar Direct, Bloomberg, Risk Management, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Harvard Business School 2014 — 2014
(Study Areas: Analytical Finance, Leadership, Brand Management, Organizational Behavior)
DePaul University
Major (Honors): Economics & Finance, Minor: Accounting
Suzanne Jean Suzanne Jean's BMO Capital Markets Experience August 2012 - April 2014
Job Project Manager, Talent Management at AXA US
Industry Human Resources
Experience
AXA US April 2014 - Present
BMO Capital Markets August 2012 - April 2014
BMO Capital Markets June 2007 - August 2012
Premcor Refining December 2003 - March 2006
Abbey National Treasury Services August 2002 - December 2003
Skills
Performance Management, Employee Relations, Talent Management, Deferred Compensation, Organizational..., Talent Acquisition, HRIS, HR Policies, Recruiting, Succession Planning, Mergers, Change Management, Applicant Tracking..., Onboarding, Organizational Design, Personnel Management, Human Resources, Workforce Planning, Leadership, Employee Engagement
Education
Fairfield University 2005 — 2007
MA, Applied Psychology
The George Washington University 1998 — 2002
BBA, Human Resources
AXA US April 2014 - Present
BMO Capital Markets August 2012 - April 2014
BMO Capital Markets June 2007 - August 2012
Premcor Refining December 2003 - March 2006
Abbey National Treasury Services August 2002 - December 2003
Skills
Performance Management, Employee Relations, Talent Management, Deferred Compensation, Organizational..., Talent Acquisition, HRIS, HR Policies, Recruiting, Succession Planning, Mergers, Change Management, Applicant Tracking..., Onboarding, Organizational Design, Personnel Management, Human Resources, Workforce Planning, Leadership, Employee Engagement
Education
Fairfield University 2005 — 2007
MA, Applied Psychology
The George Washington University 1998 — 2002
BBA, Human Resources
Mary Molnar Mary Molnar's BMO Capital Markets Experience April 2004 - Present
Job Senior Information Consultant at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets April 2004 - Present
Bank of America July 1997 - June 2004
Skills
Editing, Information Management, Research, Teaching, Strategic Planning, Public Speaking, Microsoft Office, Project Management, Data Analysis, Customer Service, Financial Analysis, Training, Fundraising, Business Development, Analysis, Program Management, Marketing Strategy, Legal Research, Social Media
Education
Dominican University
Master of Library and Information Science
National Louis University
Master of Arts (M.A.)
Northwestern University
Bachelor of Science in Education:, Human Development and Social Policy
BMO Capital Markets April 2004 - Present
Bank of America July 1997 - June 2004
Skills
Editing, Information Management, Research, Teaching, Strategic Planning, Public Speaking, Microsoft Office, Project Management, Data Analysis, Customer Service, Financial Analysis, Training, Fundraising, Business Development, Analysis, Program Management, Marketing Strategy, Legal Research, Social Media
Education
Dominican University
Master of Library and Information Science
National Louis University
Master of Arts (M.A.)
Northwestern University
Bachelor of Science in Education:, Human Development and Social Policy
Melvin Shieh Melvin Shieh's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Chinese, Financial Analysis, Data Analysis, Financial Modeling, Economics, Teamwork, Microsoft Office, Market Research, Bloomberg Terminal, Finance, Research, Valuation, Investment Banking
Education
Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bronx High School of Science 2006 — 2010
Singapore Management University
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Chinese, Financial Analysis, Data Analysis, Financial Modeling, Economics, Teamwork, Microsoft Office, Market Research, Bloomberg Terminal, Finance, Research, Valuation, Investment Banking
Education
Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bronx High School of Science 2006 — 2010
Singapore Management University
Kate Tkacik Kate Tkacik's BMO Capital Markets Experience July 2012 - August 2014
Job Manager, Funding Information Network at Foundation Center
Industry Libraries
Experience
Foundation Center August 2015 - Present
The Foundation Center September 2014 - August 2015
BMO Capital Markets July 2012 - August 2014
Mercy Home for Boys and Girls July 2009 - July 2012
Dominican University July 2011 - June 2012
Columbia College Chicago January 2012 - May 2012
Mercy Home for Boys and Girls July 2008 - July 2009
St. Bonaventure University May 2008 - July 2008
Skills
Community Outreach, Social Media Marketing, Information Literacy, Tumblr, Academic Libraries, High Fives, Social Media Outreach, Library Reference, Internal Controls, Facebook, Branding & Identity, Project Coordination, Collaborative Problem..., Interdisciplinary..., Communication, Team-oriented, Creative Problem Solving, Reference, Research, Market Research, Public Speaking, Social Media, Libraries, Library Science, Nonprofits, Editing
Education
Saint Bonaventure University 2007 — 2008
MA, English Literature
Dominican University 2010 — 2012
MLS, Library and Information Science
Saint Bonaventure University 2003 — 2007
BA, English Literature
Foundation Center August 2015 - Present
The Foundation Center September 2014 - August 2015
BMO Capital Markets July 2012 - August 2014
Mercy Home for Boys and Girls July 2009 - July 2012
Dominican University July 2011 - June 2012
Columbia College Chicago January 2012 - May 2012
Mercy Home for Boys and Girls July 2008 - July 2009
St. Bonaventure University May 2008 - July 2008
Skills
Community Outreach, Social Media Marketing, Information Literacy, Tumblr, Academic Libraries, High Fives, Social Media Outreach, Library Reference, Internal Controls, Facebook, Branding & Identity, Project Coordination, Collaborative Problem..., Interdisciplinary..., Communication, Team-oriented, Creative Problem Solving, Reference, Research, Market Research, Public Speaking, Social Media, Libraries, Library Science, Nonprofits, Editing
Education
Saint Bonaventure University 2007 — 2008
MA, English Literature
Dominican University 2010 — 2012
MLS, Library and Information Science
Saint Bonaventure University 2003 — 2007
BA, English Literature
Marisa Jones, CFA Marisa Jones, CFA's BMO Capital Markets Experience September 2001 - January 2007
Job Vice President, Global Fixed Income, CIBC Asset Management
Industry Capital Markets
Experience
CIBC Asset Management June 2008 - Present
BMO Capital Markets September 2001 - January 2007
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Valuation, Investments, Financial Analysis, Finance, Due Diligence, Credit, Financial Markets, Bonds, Securities, Investment Strategies
Education
York University - Schulich School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
ESSEC Business School 2000 — 2000
Master of Business Administration (M.B.A.), Finance, MBA - International Exchange
Queen's University 1995 — 1999
Honours Bachelor of Arts (BA), International Politics and Economics
CIBC Asset Management June 2008 - Present
BMO Capital Markets September 2001 - January 2007
Skills
Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Valuation, Investments, Financial Analysis, Finance, Due Diligence, Credit, Financial Markets, Bonds, Securities, Investment Strategies
Education
York University - Schulich School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
ESSEC Business School 2000 — 2000
Master of Business Administration (M.B.A.), Finance, MBA - International Exchange
Queen's University 1995 — 1999
Honours Bachelor of Arts (BA), International Politics and Economics
Jennifer Gartenberg Jennifer Gartenberg's BMO Capital Markets Experience January 2014 - June 2014
Job Wealth Specialist, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial July 2014 - Present
BMO Capital Markets January 2014 - June 2014
BMO Capital Markets November 2011 - January 2014
Bank of America Merrill Lynch November 2009 - November 2011
PwC October 2008 - November 2009
PwC May 2007 - August 2007
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Mesirow Financial July 2014 - Present
BMO Capital Markets January 2014 - June 2014
BMO Capital Markets November 2011 - January 2014
Bank of America Merrill Lynch November 2009 - November 2011
PwC October 2008 - November 2009
PwC May 2007 - August 2007
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Accounting
Elizabeth Stannard Elizabeth Stannard's BMO Capital Markets Experience August 2012 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2012 - Present
BMO Capital Markets July 2010 - July 2012
Goldman Sachs January 2009 - April 2009
Cummins Inc. August 2008 - December 2008
Multek January 2006 - May 2006
Skills
Investment Banking, Leveraged Finance, Finance, Loans, Business Strategy, Valuation, High Yield, Capital Structure, Capital Markets, Financial Modeling, Corporate Finance, Bloomberg, Mergers & Acquisitions, Equity Capital Markets, Financial Analysis
Education
DePauw University 2006 — 2010
Bachelor of Arts, Economics
BMO Capital Markets August 2012 - Present
BMO Capital Markets July 2010 - July 2012
Goldman Sachs January 2009 - April 2009
Cummins Inc. August 2008 - December 2008
Multek January 2006 - May 2006
Skills
Investment Banking, Leveraged Finance, Finance, Loans, Business Strategy, Valuation, High Yield, Capital Structure, Capital Markets, Financial Modeling, Corporate Finance, Bloomberg, Mergers & Acquisitions, Equity Capital Markets, Financial Analysis
Education
DePauw University 2006 — 2010
Bachelor of Arts, Economics
Patricia Tyree Patricia Tyree's BMO Capital Markets Experience October 2000 - November 2001
Job Vice President/Senior Sales Manager
Industry Banking
Experience
BMO Harris Bank October 2001 - Present
BMO Capital Markets October 2000 - November 2001
Harris Bank May 1998 - October 2000
Skills
Marketing, Selling, Treasury Management, Management, Relationship Management, Sales, Contract Negotiation, Process Improvement, Investments, Financial Analysis, Banking, Portfolio Management, Commercial Banking, Credit, Cash Management, Credit Analysis, Risk Management, Financial Services
Education
DePaul University 2000 — 2003
BMO Harris Bank October 2001 - Present
BMO Capital Markets October 2000 - November 2001
Harris Bank May 1998 - October 2000
Skills
Marketing, Selling, Treasury Management, Management, Relationship Management, Sales, Contract Negotiation, Process Improvement, Investments, Financial Analysis, Banking, Portfolio Management, Commercial Banking, Credit, Cash Management, Credit Analysis, Risk Management, Financial Services
Education
DePaul University 2000 — 2003
Jennifer Kha's BMO Capital Markets Experience July 2009 - April 2012
Job Investor Relations Associate at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures January 2015 - Present
HSN April 2012 - December 2014
BMO Capital Markets July 2009 - April 2012
Deloitte & Touche May 2008 - August 2008
Skills
Financial Modeling, Business Strategy, Investment Banking, Deal Execution, Strategic Advisory, Strategy, Mergers & Acquisitions, Corporate Development, Start-ups, Investments, Analysis, Finance, Equities, Management, Cross-functional Team..., Valuation, Corporate Finance
Education
Emory University
BBA, Finance
Technology Crossover Ventures January 2015 - Present
HSN April 2012 - December 2014
BMO Capital Markets July 2009 - April 2012
Deloitte & Touche May 2008 - August 2008
Skills
Financial Modeling, Business Strategy, Investment Banking, Deal Execution, Strategic Advisory, Strategy, Mergers & Acquisitions, Corporate Development, Start-ups, Investments, Analysis, Finance, Equities, Management, Cross-functional Team..., Valuation, Corporate Finance
Education
Emory University
BBA, Finance
Christopher Donohoe Christopher Donohoe's BMO Capital Markets Experience March 2009 - April 2012
Job Managing Director, Specialty Finance at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Joe Zabratanski Joe Zabratanski's BMO Capital Markets Experience September 2002 - December 2011
Job Sr. Portfolio Manager and VP of Fixed Income at Donaldson Capital Management
Industry Investment Management
Experience
Donaldson Capital Management November 2011 - Present
BMO Capital Markets September 2002 - December 2011
Amsted Industries February 2000 - September 2002
Amsted Industries March 1997 - February 2000
Amsted Industries 1992 - March 1997
Skills
Equities, Investment Advisory, Investment Management, Portfolio Management, Fixed Income, Bonds, Series 7, Investment Strategies, Financial Analysis, Asset Management, Bloomberg, Trading, Securities, Valuation, Capital Markets, Series 63, Cash Management, Hedge Funds, Alternative Investments, Wealth Management, Derivatives, Asset Allocation, ETFs, Financial Reporting, Investments, Mutual Funds, Financial Markets, Options
Education
DePaul University
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and E-Commerce
Donaldson Capital Management November 2011 - Present
BMO Capital Markets September 2002 - December 2011
Amsted Industries February 2000 - September 2002
Amsted Industries March 1997 - February 2000
Amsted Industries 1992 - March 1997
Skills
Equities, Investment Advisory, Investment Management, Portfolio Management, Fixed Income, Bonds, Series 7, Investment Strategies, Financial Analysis, Asset Management, Bloomberg, Trading, Securities, Valuation, Capital Markets, Series 63, Cash Management, Hedge Funds, Alternative Investments, Wealth Management, Derivatives, Asset Allocation, ETFs, Financial Reporting, Investments, Mutual Funds, Financial Markets, Options
Education
DePaul University
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and E-Commerce
Andrew T. Claar Andrew T. Claar's BMO Capital Markets Experience July 1994 - September 2008
Job Senior Vice President
Industry Banking
Experience
TCF Bank July 2015 - Present
Jeremiah Program January 2015 - Present
Associated Bank July 2014 - June 2015
Associated Bank April 2012 - June 2014
Associated Bank July 2011 - March 2012
Antrim Capital Advisors November 2008 - June 2011
BMO Capital Markets July 1994 - September 2008
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Managment & Strategy
DePauw University 1990 — 1994
Bachelor of Arts (B.A.), Economics
TCF Bank July 2015 - Present
Jeremiah Program January 2015 - Present
Associated Bank July 2014 - June 2015
Associated Bank April 2012 - June 2014
Associated Bank July 2011 - March 2012
Antrim Capital Advisors November 2008 - June 2011
BMO Capital Markets July 1994 - September 2008
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Managment & Strategy
DePauw University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Jesse Groh Jesse Groh's BMO Capital Markets Experience July 2008 - July 2009
Job 2nd Vice President, Cash & Collateral Management at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services June 2011 - Present
Harris Bank August 2009 - May 2011
BMO Capital Markets July 2008 - July 2009
Touchstone Investments May 2007 - August 2007
Skills
Hedge Funds
Education
DePauw University 2004 — 2008
Bachelor of Arts, Economics
Bishop Fenwick High School 2000 — 2004
Northern Trust Hedge Fund Services June 2011 - Present
Harris Bank August 2009 - May 2011
BMO Capital Markets July 2008 - July 2009
Touchstone Investments May 2007 - August 2007
Skills
Hedge Funds
Education
DePauw University 2004 — 2008
Bachelor of Arts, Economics
Bishop Fenwick High School 2000 — 2004
Alec Wise Alec Wise's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
CC Industries May 2013 - August 2013
Monroe Capital May 2012 - July 2012
Camp Horseshoe June 2011 - August 2011
Camp Horseshoe June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
ESCP Europe 2012 — 2013
Study Abroad
BMO Capital Markets July 2014 - Present
CC Industries May 2013 - August 2013
Monroe Capital May 2012 - July 2012
Camp Horseshoe June 2011 - August 2011
Camp Horseshoe June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
ESCP Europe 2012 — 2013
Study Abroad
Joseph Edelstein, CFA's BMO Capital Markets Experience March 2007 - June 2009
Job Vice President at Stephens Inc.
Industry Capital Markets
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Stephens Inc. May 2011 - July 2014
Goizueta Business School August 2009 - May 2011
Invesco Ltd. June 2010 - August 2010
BMO Capital Markets March 2007 - June 2009
Raymond James June 2005 - March 2007
Rebsamen Trust, University of Arkansas August 2004 - May 2005
Tyson Foods, Inc. January 2004 - March 2005
Education
Emory University - Goizueta Business School 2009 — 2011
Master of Business Administration (MBA)
University of Arkansas at Fayetteville 2001 — 2005
BSBA, Finance
University of Wisconsin at Platteville 2003 — 2003
Summer Study Abroad Program in Seville, Spain
Emilio Di Cesare's BMO Capital Markets Experience April 2001 - June 2006
Job Senior Commercial Relationship Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2014 - Present
Fifth Third Bank October 2010 - June 2014
HSBC May 2007 - June 2010
Federal Home Loan Bank of Chicago June 2006 - May 2007
BMO Capital Markets April 2001 - June 2006
BMO Capital Markets June 2000 - April 2001
Harris NA - BMO Financial Group July 1993 - June 2000
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Accounting, Economics, Finance
DePaul University 1997 — 2000
Bachelor of Science (B.S.), Finance
BMO Harris Bank June 2014 - Present
Fifth Third Bank October 2010 - June 2014
HSBC May 2007 - June 2010
Federal Home Loan Bank of Chicago June 2006 - May 2007
BMO Capital Markets April 2001 - June 2006
BMO Capital Markets June 2000 - April 2001
Harris NA - BMO Financial Group July 1993 - June 2000
Education
The University of Chicago Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Accounting, Economics, Finance
DePaul University 1997 — 2000
Bachelor of Science (B.S.), Finance
Paula Kanno's BMO Capital Markets Experience May 2004 - October 2005
Job Control Room / Compliance Manager / Policies and Procedures
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Oppenheimer & Co. Inc. April 2011 - September 2014
Guggenheim Partners September 2010 - April 2011
Wolters Kluwer Financial Services November 2008 - September 2010
Complinet Inc. May 2008 - August 2008
HSBC Global Banking and Markets May 2006 - February 2008
Deutsche Bank October 2005 - April 2006
BMO Capital Markets May 2004 - October 2005
Skills
Capital Markets, Investment Banking, Research, Securities, Equity Research, Control Room, Conflicts, Watch and..., Equities, Fixed Income, Chinese..., Compliance, Financial Services, FINRA, Series 7, Regulations, Regulatory Audits, Vendor Relationships, Management, Private Equity, Trading, Equity Trading, Risk, Global Research..., Financial Markets, Employee Trading, Series 24, Best Practices, SEC 138/139 - Safe..., Regulation M, JOBS Act, Financial Risk
Education
DePaul University
Bachelor of Arts (BA), English Language and Literature/Letters
Keith Mait's BMO Capital Markets Experience March 2001 - June 2006
Job Vice President and Strategic Account Manager Outdoor Powersports at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial September 2015 - Present
GE Capital September 2013 - Present
GE Capital July 2010 - September 2013
GE Capital July 2008 - June 2010
General Electric 2007 - 2007
BMO Capital Markets March 2001 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Underwriting, Mergers, Credit Risk, Valuation, Loans, Banking, Mergers & Acquisitions, Financial Structuring, Strategic Financial..., Credit Analysis, Finance, Investment Banking, Due Diligence, Structured Finance, Credit, Financial Services
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Indiana University - Kelley School of Business 1997 — 2001
B.S., Business
American University of Rome 2000 — 2000
Study Abroad
Chaminade College Preparatory 1994 — 1997
Synchrony Financial September 2015 - Present
GE Capital September 2013 - Present
GE Capital July 2010 - September 2013
GE Capital July 2008 - June 2010
General Electric 2007 - 2007
BMO Capital Markets March 2001 - June 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Underwriting, Mergers, Credit Risk, Valuation, Loans, Banking, Mergers & Acquisitions, Financial Structuring, Strategic Financial..., Credit Analysis, Finance, Investment Banking, Due Diligence, Structured Finance, Credit, Financial Services
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Indiana University - Kelley School of Business 1997 — 2001
B.S., Business
American University of Rome 2000 — 2000
Study Abroad
Chaminade College Preparatory 1994 — 1997
Ralph DelZenero's BMO Capital Markets Experience February 2006 - May 2012
Job Chicago Sensor Owner
Industry Electrical/Electronic Manufacturing
Experience
Chicago Sensor March 2014 - Present
Castle Currency Management April 2012 - February 2014
BMO Capital Markets February 2006 - May 2012
JPMorgan Chase January 2004 - January 2006
First Chicago February 1995 - January 2004
FMC December 1987 - January 1995
Anixter May 1986 - December 1987
Skills
Derivatives, FX Options, Capital Markets, Options, Fixed Income, Currency, Treasury Management, Equities, Trading Systems, Financial Markets, Trading, Hedging, Bloomberg, Portfolio Management, Structured Finance, Investment Banking, Hedge Funds, Swaps, Financial Modeling, Electronic Trading, Structured Products, Commodity, Foreign Exchange, Financial Risk, Banking, Financial Services, Financial Structuring, Middle Office, Valuation, Risk Management, FX trading, Investments, Cash Management, Credit Derivatives, Corporate Finance, Credit Risk, Alternative Investments, Equity Trading, Back Office, Money Market, Asset Management, Bloomberg Terminal, Market Risk, Bonds, Equity Derivatives, FX Hedging, Trading Strategies, Treasury, Emerging Markets, Private Equity
Education
DePaul University 1988 — 1990
MBA Finance, International
Northern Illinois University 1981 — 1986
Bachelor, Accounting
Chicago Sensor March 2014 - Present
Castle Currency Management April 2012 - February 2014
BMO Capital Markets February 2006 - May 2012
JPMorgan Chase January 2004 - January 2006
First Chicago February 1995 - January 2004
FMC December 1987 - January 1995
Anixter May 1986 - December 1987
Skills
Derivatives, FX Options, Capital Markets, Options, Fixed Income, Currency, Treasury Management, Equities, Trading Systems, Financial Markets, Trading, Hedging, Bloomberg, Portfolio Management, Structured Finance, Investment Banking, Hedge Funds, Swaps, Financial Modeling, Electronic Trading, Structured Products, Commodity, Foreign Exchange, Financial Risk, Banking, Financial Services, Financial Structuring, Middle Office, Valuation, Risk Management, FX trading, Investments, Cash Management, Credit Derivatives, Corporate Finance, Credit Risk, Alternative Investments, Equity Trading, Back Office, Money Market, Asset Management, Bloomberg Terminal, Market Risk, Bonds, Equity Derivatives, FX Hedging, Trading Strategies, Treasury, Emerging Markets, Private Equity
Education
DePaul University 1988 — 1990
MBA Finance, International
Northern Illinois University 1981 — 1986
Bachelor, Accounting
Kurt Marsan's BMO Capital Markets Experience August 2004 - June 2007
Job Relationship Manager, VP at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2011 - Present
Tygris Asset Finance June 2008 - July 2011
RBS Asset Finance June 2007 - June 2008
BMO Capital Markets August 2004 - June 2007
Harrisdirect July 2002 - July 2004
Dreyfus Brokerage Services 1997 - 2002
Skills
Credit, Loans, Commercial Banking, Capital Markets, Risk Management, Leveraged Lending, Commercial Lending, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Credit Risk, Underwriting, Due Diligence, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
Fifth Third Bank August 2011 - Present
Tygris Asset Finance June 2008 - July 2011
RBS Asset Finance June 2007 - June 2008
BMO Capital Markets August 2004 - June 2007
Harrisdirect July 2002 - July 2004
Dreyfus Brokerage Services 1997 - 2002
Skills
Credit, Loans, Commercial Banking, Capital Markets, Risk Management, Leveraged Lending, Commercial Lending, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Credit Risk, Underwriting, Due Diligence, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
Anne Field's BMO Capital Markets Experience July 2003 - July 2006
Job Director, The Kraft Heinz Company
Industry Consumer Goods
Experience
The Kraft Heinz Company August 2015 - Present
Kraft Foods May 2014 - August 2015
Kraft Foods August 2011 - May 2014
Kraft Foods August 2008 - August 2011
BMO Capital Markets July 2003 - July 2006
Skills
Competitive Analysis, Consumer Products, Customer Insight, Segmentation, Shopper Marketing, Pricing Strategy, Nielsen, Product Innovation, Cross-functional Team..., Marketing Research, Marketing, Market Analysis, Brand Management, Brand Equity
Education
The University of Chicago 2006 — 2008
MBA, Concentrations in Marketing, Finance, and Strategic Management
The University of Chicago Booth School of Business 2006 — 2008
MBA
DePauw University 1999 — 2003
BA, Economics, Spanish
The Kraft Heinz Company August 2015 - Present
Kraft Foods May 2014 - August 2015
Kraft Foods August 2011 - May 2014
Kraft Foods August 2008 - August 2011
BMO Capital Markets July 2003 - July 2006
Skills
Competitive Analysis, Consumer Products, Customer Insight, Segmentation, Shopper Marketing, Pricing Strategy, Nielsen, Product Innovation, Cross-functional Team..., Marketing Research, Marketing, Market Analysis, Brand Management, Brand Equity
Education
The University of Chicago 2006 — 2008
MBA, Concentrations in Marketing, Finance, and Strategic Management
The University of Chicago Booth School of Business 2006 — 2008
MBA
DePauw University 1999 — 2003
BA, Economics, Spanish
Maya Mylavarapu's BMO Capital Markets Experience July 2005 - August 2007
Job Diversified Lending Origination & Risk
Industry Financial Services
Experience
Amalgamated Bank June 2015 - Present
GE Capital Americas July 2014 - April 2015
GE Energy Financial Services July 2011 - June 2014
Impact Carbon May 2009 - July 2009
Kiva.org November 2008 - April 2009
Storm Exchange August 2007 - July 2008
BMO Capital Markets July 2005 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Business Strategy, Data Analysis, Due Diligence, Emerging Markets, Private Equity, Strategy, Investment Banking, Corporate Finance, Entrepreneurship, Economics, Venture Capital, Corporate Development
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Emory University 2001 — 2005
BBA, Finance, Management, Spanish
Amalgamated Bank June 2015 - Present
GE Capital Americas July 2014 - April 2015
GE Energy Financial Services July 2011 - June 2014
Impact Carbon May 2009 - July 2009
Kiva.org November 2008 - April 2009
Storm Exchange August 2007 - July 2008
BMO Capital Markets July 2005 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Business Strategy, Data Analysis, Due Diligence, Emerging Markets, Private Equity, Strategy, Investment Banking, Corporate Finance, Entrepreneurship, Economics, Venture Capital, Corporate Development
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Emory University 2001 — 2005
BBA, Finance, Management, Spanish
Matt Ksiazek's BMO Capital Markets Experience July 2008 - January 2011
Job Vice President, Transportation & Logistics Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
Eileen Kilroy's BMO Capital Markets Experience March 2003 - September 2005
Job VP, Marketing, Senior Segment Lead at PNC Financial Services
Industry Marketing and Advertising
Experience
PNC Financial Services May 2015 - Present
JPMorgan Chase & Co. January 2008 - November 2014
Loyola University Chicago 2005 - 2007
BMO Capital Markets March 2003 - September 2005
Allstate 1999 - 2002
National Equity Fund 1994 - 1998
Skills
Marketing, Marketing Communications, Marketing Strategy, Financial Services, Commercial Banking, Strategy, Banking, Investments, Integrated Marketing, Real Estate, Direct Marketing, CRM, Analytics, Segmentation, Market Research, Management, Strategic Planning, Project Management
Education
DePaul University 1989 — 1992
Bachelor of Arts (B.A.), Communications
Series 6 Securities License- 2000
PNC Financial Services May 2015 - Present
JPMorgan Chase & Co. January 2008 - November 2014
Loyola University Chicago 2005 - 2007
BMO Capital Markets March 2003 - September 2005
Allstate 1999 - 2002
National Equity Fund 1994 - 1998
Skills
Marketing, Marketing Communications, Marketing Strategy, Financial Services, Commercial Banking, Strategy, Banking, Investments, Integrated Marketing, Real Estate, Direct Marketing, CRM, Analytics, Segmentation, Market Research, Management, Strategic Planning, Project Management
Education
DePaul University 1989 — 1992
Bachelor of Arts (B.A.), Communications
Series 6 Securities License- 2000
Matt Newill's BMO Capital Markets Experience June 2009 - February 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Platte River Equity May 2012 - July 2015
Udi's Granola and Gluten Free Foods February 2012 - May 2012
Udi's Granola and Gluten Free Foods July 2011 - February 2012
Udi's Granola and Gluten Free Foods February 2011 - August 2011
Udi's Granola and Gluten Free Foods April 2011 - July 2011
BMO Capital Markets June 2009 - February 2011
Eli Lilly May 2008 - August 2008
Independent Purchasing Cooperative January 2008 - May 2008
US Treasury May 2007 - August 2007
The White House May 2006 - August 2006
Skills
Financial Modeling, Valuation, Entrepreneurship, Equities, Economics, Business Development, Private Equity, Financial Analysis, Investments, Start-ups, Marketing, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, Leveraged Finance, Strategy, Business Valuation, Market Research, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2005 — 2009
BA, Economics
Park Tudor
Platte River Equity May 2012 - July 2015
Udi's Granola and Gluten Free Foods February 2012 - May 2012
Udi's Granola and Gluten Free Foods July 2011 - February 2012
Udi's Granola and Gluten Free Foods February 2011 - August 2011
Udi's Granola and Gluten Free Foods April 2011 - July 2011
BMO Capital Markets June 2009 - February 2011
Eli Lilly May 2008 - August 2008
Independent Purchasing Cooperative January 2008 - May 2008
US Treasury May 2007 - August 2007
The White House May 2006 - August 2006
Skills
Financial Modeling, Valuation, Entrepreneurship, Equities, Economics, Business Development, Private Equity, Financial Analysis, Investments, Start-ups, Marketing, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, Leveraged Finance, Strategy, Business Valuation, Market Research, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2005 — 2009
BA, Economics
Park Tudor
Charles Sebaski's BMO Capital Markets Experience November 2012 - Present
Job Vice President at BMO Capital Markets
Industry Research
Experience
BMO Capital Markets November 2012 - Present
Deutsche Bank June 2010 - November 2012
Standard & Poor's July 2009 - June 2010
Swiss Re June 2008 - August 2008
Aon January 2000 - July 2007
Skills
Valuation, Credit Analysis, Equity Research, Financial Institutions, Financial Modeling, Equities, Corporate Finance, Investments, Strategy
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
DePaul University 1996 — 1999
BS, Finance
BMO Capital Markets November 2012 - Present
Deutsche Bank June 2010 - November 2012
Standard & Poor's July 2009 - June 2010
Swiss Re June 2008 - August 2008
Aon January 2000 - July 2007
Skills
Valuation, Credit Analysis, Equity Research, Financial Institutions, Financial Modeling, Equities, Corporate Finance, Investments, Strategy
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
DePaul University 1996 — 1999
BS, Finance
Cliff Ellis's BMO Capital Markets Experience January 2006 - January 2008
Job at Miller Scales and Food Machines
Industry Food Production
Experience
Miller Scales and Food Machines December 2009 - Present
BMO Capital Markets January 2006 - January 2008
BMO Capital Markets July 2005 - 2007
Harris Bank November 2002 - June 2005
Skills
Investments, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Finance, Entrepreneurship
Miami University 1998 — 2002
BA, Finance
Miller Scales and Food Machines December 2009 - Present
BMO Capital Markets January 2006 - January 2008
BMO Capital Markets July 2005 - 2007
Harris Bank November 2002 - June 2005
Skills
Investments, Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Finance, Entrepreneurship
Miami University 1998 — 2002
BA, Finance
Alvin Saini's BMO Capital Markets Experience November 2014 - Present
Job Market Risk at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2014 - Present
Citi July 2011 - November 2014
PricewaterhouseCoopers March 2008 - June 2011
Morgan Stanley 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Deloitte & Touche 2002 - 2003
Skills
Capital Markets, Fixed Income, Derivatives, Structured Finance, Investment Banking, Trading, Valuation, Financial Risk, Financial Modeling, Portfolio Management, Credit Risk, Credit, MBS, Due Diligence, Securities, Risk Management, Bloomberg, Asset Managment, Structured Products, Market Risk, ABS, CMBS, Securitization, Basel II, Dodd-Frank, Risk Analysis, Regulatory Policy, Basel III, Asset Management, Banking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
Drexel University 1998 — 2002
Bachelors, Finance/Marketing
West Windsor Plainsboro HS 1994 — 1998
BMO Capital Markets November 2014 - Present
Citi July 2011 - November 2014
PricewaterhouseCoopers March 2008 - June 2011
Morgan Stanley 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Deloitte & Touche 2002 - 2003
Skills
Capital Markets, Fixed Income, Derivatives, Structured Finance, Investment Banking, Trading, Valuation, Financial Risk, Financial Modeling, Portfolio Management, Credit Risk, Credit, MBS, Due Diligence, Securities, Risk Management, Bloomberg, Asset Managment, Structured Products, Market Risk, ABS, CMBS, Securitization, Basel II, Dodd-Frank, Risk Analysis, Regulatory Policy, Basel III, Asset Management, Banking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
Drexel University 1998 — 2002
Bachelors, Finance/Marketing
West Windsor Plainsboro HS 1994 — 1998
Sara (Sonderman) Weis's BMO Capital Markets Experience July 2006 - July 2009
Job Plant Finance Manager at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble June 2015 - Present
Procter & Gamble December 2013 - June 2015
Procter & Gamble November 2011 - November 2013
Procter & Gamble June 2011 - November 2011
Procter & Gamble June 2010 - September 2010
BMO Capital Markets July 2006 - July 2009
Ernst & Young January 2005 - July 2005
Assist2Sell 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Valuation, Capital Budgeting, Due Diligence, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Competitive Analysis, Forecasting, Analysis
Education
The University of Chicago 2009 — 2011
MBA, Finance, Entrepreneurship, Operations
DePauw University 2002 — 2006
Procter & Gamble June 2015 - Present
Procter & Gamble December 2013 - June 2015
Procter & Gamble November 2011 - November 2013
Procter & Gamble June 2011 - November 2011
Procter & Gamble June 2010 - September 2010
BMO Capital Markets July 2006 - July 2009
Ernst & Young January 2005 - July 2005
Assist2Sell 2004 - 2004
Skills
Financial Analysis, Financial Modeling, Cross-functional Team..., Valuation, Capital Budgeting, Due Diligence, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Competitive Analysis, Forecasting, Analysis
Education
The University of Chicago 2009 — 2011
MBA, Finance, Entrepreneurship, Operations
DePauw University 2002 — 2006
Collin Glancy's BMO Capital Markets Experience 2006 - 2012
Job Director, Corporate Finance | Capital Markets at Equity Residential
Industry Real Estate
Experience
Equity Residential 2012 - Present
BMO Capital Markets 2006 - 2012
Skills
Corporate Finance, Capital Markets, Private Equity, Capital Raising, M&A analysis, Financial Modeling, Financial Analysis, Valuation, Commercial Real Estate, Real Estate Financing
Education
University of Iowa
Finance, Spanish
Universidad de Sevilla
Drake University
Equity Residential 2012 - Present
BMO Capital Markets 2006 - 2012
Skills
Corporate Finance, Capital Markets, Private Equity, Capital Raising, M&A analysis, Financial Modeling, Financial Analysis, Valuation, Commercial Real Estate, Real Estate Financing
Education
University of Iowa
Finance, Spanish
Universidad de Sevilla
Drake University
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
Cindy Shields-Imai's BMO Capital Markets Experience July 2006 - February 2014
Job Operations Specialist at BMO
Industry Banking
Experience
BMO October 2014 - Present
RBC February 2014 - October 2014
BMO Capital Markets July 2006 - February 2014
State Street Bank 2003 - 2006
State Street February 2002 - November 2002
State Street November 1999 - February 2002
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Capital Markets, FX, Middle Office, Back Office, Account Reconciliation, Foreign Exchange, Risk Management, AML, Business Analysis, Operational Risk, Cash Management, FX Options, Financial Services, Hedge Funds, Mutual Funds, Options, Securities, Securities Lending
Education
Durham College 1996 — 1999
Business Administration, Accounting
BMO October 2014 - Present
RBC February 2014 - October 2014
BMO Capital Markets July 2006 - February 2014
State Street Bank 2003 - 2006
State Street February 2002 - November 2002
State Street November 1999 - February 2002
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Capital Markets, FX, Middle Office, Back Office, Account Reconciliation, Foreign Exchange, Risk Management, AML, Business Analysis, Operational Risk, Cash Management, FX Options, Financial Services, Hedge Funds, Mutual Funds, Options, Securities, Securities Lending
Education
Durham College 1996 — 1999
Business Administration, Accounting
Chris Cavaiani's BMO Capital Markets Experience September 2006 - June 2008
Job Senior Vice President at Bank of America, NA
Industry Banking
Experience
Bank of America July 2008 - Present
BMO Capital Markets September 2006 - June 2008
JPMorgan Chase February 1996 - August 2006
Skills
Portfolio Management, Capital Markets, Commercial Banking, Credit, Investment Banking, Loans, Commercial Lending, Credit Analysis, Banking, Private Equity, Corporate Finance, Credit Risk, Risk Management, Treasury Management, Leveraged Finance
Education
DePaul University 1988 — 1992
Bachelors', Commerce/Finance Concentration
Bank of America July 2008 - Present
BMO Capital Markets September 2006 - June 2008
JPMorgan Chase February 1996 - August 2006
Skills
Portfolio Management, Capital Markets, Commercial Banking, Credit, Investment Banking, Loans, Commercial Lending, Credit Analysis, Banking, Private Equity, Corporate Finance, Credit Risk, Risk Management, Treasury Management, Leveraged Finance
Education
DePaul University 1988 — 1992
Bachelors', Commerce/Finance Concentration
Marcus Ikeda's BMO Capital Markets Experience January 2015 - Present
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets December 2011 - January 2015
BMO Capital Markets June 2008 - December 2011
BMO Capital Markets July 2005 - June 2008
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management & Organizations and Finance
DePauw University 2001 — 2005
Bachelor of Arts (B.A.), Economics and Computer Science
BMO Capital Markets January 2015 - Present
BMO Capital Markets December 2011 - January 2015
BMO Capital Markets June 2008 - December 2011
BMO Capital Markets July 2005 - June 2008
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Management & Organizations and Finance
DePauw University 2001 — 2005
Bachelor of Arts (B.A.), Economics and Computer Science
Thomas Tsaganos's BMO Capital Markets Experience June 2010 - Present
Job Director Foreign Exchange Sales BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2010 - Present
JPMorgan Chase Bank NA July 1995 - December 2009
Skills
Derivatives, Capital Markets, FX Options, Fixed Income, Equities, Bloomberg, Options, Trading, Investment Banking, Treasury Management, Financial Markets, Series 7, Hedge Funds, Interest Rate..., Banking
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
DePaul University
BMO Capital Markets June 2010 - Present
JPMorgan Chase Bank NA July 1995 - December 2009
Skills
Derivatives, Capital Markets, FX Options, Fixed Income, Equities, Bloomberg, Options, Trading, Investment Banking, Treasury Management, Financial Markets, Series 7, Hedge Funds, Interest Rate..., Banking
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
DePaul University
Mary Cerrone's BMO Capital Markets Experience September 1997 - Present
Job Managing Director BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets September 1997 - Present
Yamaichi International Securities September 1995 - September 1997
Fuji Securities February 1995 - May 1995
Kidder Peabody September 1985 - December 1994
Northern Trust Corporation September 1983 - September 1985
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg, Financial Markets, Management, Account Management, Sales, Trust Services
Education
DePaul University 1979 — 1984
Master's Degree, Public Finance
BMO Capital Markets September 1997 - Present
Yamaichi International Securities September 1995 - September 1997
Fuji Securities February 1995 - May 1995
Kidder Peabody September 1985 - December 1994
Northern Trust Corporation September 1983 - September 1985
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg, Financial Markets, Management, Account Management, Sales, Trust Services
Education
DePaul University 1979 — 1984
Master's Degree, Public Finance
Alison Byron-Brown's BMO Capital Markets Experience May 2003 - Present
Job Director, Managing Editor, US Research at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - March 2003
JP Morgan January 1993 - May 1999
Education
Lycoming College 1973 — 1976
BA, Sociology/Anthrology
DePauw University 1972 — 1973
Anthropology
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - March 2003
JP Morgan January 1993 - May 1999
Education
Lycoming College 1973 — 1976
BA, Sociology/Anthrology
DePauw University 1972 — 1973
Anthropology
Larry Meding's BMO Capital Markets Experience June 2013 - Present
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
Robert Steiner's BMO Capital Markets Experience July 2012 - December 2013
Job Research Analyst / Vice President at Denver Investments
Industry Investment Management
Experience
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Pia Condon's BMO Capital Markets Experience October 2009 - September 2013
Job Manager Business Risk Intelligence at AbbVie
Industry Information Services
Experience
AbbVie September 2013 - Present
Finnish-American Chamber of Commerce / Midwest March 2009 - Present
BMO Capital Markets October 2009 - September 2013
BMO Capital Markets October 2006 - September 2009
Skills
Strategic Planning, Public Speaking, Investor Relations, International Relations, Project Management, Strategy, Leadership, Market Research, Program Management, Business Development, Marketing, Process Improvement, Management, Research
Education
DePaul University
Bachelor of Arts, Liberal Arts; International Business
AbbVie September 2013 - Present
Finnish-American Chamber of Commerce / Midwest March 2009 - Present
BMO Capital Markets October 2009 - September 2013
BMO Capital Markets October 2006 - September 2009
Skills
Strategic Planning, Public Speaking, Investor Relations, International Relations, Project Management, Strategy, Leadership, Market Research, Program Management, Business Development, Marketing, Process Improvement, Management, Research
Education
DePaul University
Bachelor of Arts, Liberal Arts; International Business
Bradley Pierce's BMO Capital Markets Experience June 2001 - June 2007
Job Executive Director at Rabobank International
Industry Banking
Experience
Rabobank May 2014 - Present
One Hope United February 2009 - January 2015
US Bank March 2011 - May 2014
John Hancock Life Insurance Company (U.S.A.) July 2007 - March 2011
BMO Capital Markets June 2001 - June 2007
ATA Airlines May 2000 - August 2000
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Due Diligence, Financial Structuring, Credit, Competitive Analysis, Loans, Equities, Business Planning, Underwriting, Commercial Lending, Management, Investment Banking, Strategic Planning
Education
The University of Chicago Booth School of Business 2003 — 2006
M.B.A., Finance, Accounting
DePauw University 1997 — 2001
Bachelor of Arts, Economics
Rabobank May 2014 - Present
One Hope United February 2009 - January 2015
US Bank March 2011 - May 2014
John Hancock Life Insurance Company (U.S.A.) July 2007 - March 2011
BMO Capital Markets June 2001 - June 2007
ATA Airlines May 2000 - August 2000
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Due Diligence, Financial Structuring, Credit, Competitive Analysis, Loans, Equities, Business Planning, Underwriting, Commercial Lending, Management, Investment Banking, Strategic Planning
Education
The University of Chicago Booth School of Business 2003 — 2006
M.B.A., Finance, Accounting
DePauw University 1997 — 2001
Bachelor of Arts, Economics
Bradley Belen's BMO Capital Markets Experience November 2011 - Present
Job Vice President at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets November 2011 - Present
BMO Capital Markets August 2009 - August 2011
BMO Capital Markets July 2008 - August 2009
Houlihan Lokey June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Equities, Valuation, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Bloomberg, LBO, Fixed Income, Hedge Funds, Equity Research, Due Diligence, Investments, Venture Capital, Mergers
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Organization Management
The London School of Economics and Political Science (LSE)
BMO Capital Markets November 2011 - Present
BMO Capital Markets August 2009 - August 2011
BMO Capital Markets July 2008 - August 2009
Houlihan Lokey June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Equities, Valuation, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Bloomberg, LBO, Fixed Income, Hedge Funds, Equity Research, Due Diligence, Investments, Venture Capital, Mergers
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Organization Management
The London School of Economics and Political Science (LSE)
Heriberto Soto's BMO Capital Markets Experience 2003 - 2006
Job Portfolio Manager, Assistant Vice President at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank June 2015 - Present
MB Financial Bank July 2013 - Present
El Hogar del Nino 2010 - 2015
El Hogar del Nino 2010 - 2015
Frequency540 October 2012 - February 2013
ROI Ventures, LLC May 2011 - October 2012
Urban Partnership Bank August 2009 - May 2011
TCF Bank March 2006 - July 2009
BMO Capital Markets 2003 - 2006
Skills
Portfolio Management, Financial Analysis, Banking, Loans, Credit Analysis, Program Management, Commercial Banking, Credit, Leadership, Finance, Nonprofits, Strategic Planning, Strategy, Risk Management, Management, Project Management, Fundraising
Education
The University of Chicago 2007 — 2010
AM, Administration
DePaul University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
MB Financial Bank June 2015 - Present
MB Financial Bank July 2013 - Present
El Hogar del Nino 2010 - 2015
El Hogar del Nino 2010 - 2015
Frequency540 October 2012 - February 2013
ROI Ventures, LLC May 2011 - October 2012
Urban Partnership Bank August 2009 - May 2011
TCF Bank March 2006 - July 2009
BMO Capital Markets 2003 - 2006
Skills
Portfolio Management, Financial Analysis, Banking, Loans, Credit Analysis, Program Management, Commercial Banking, Credit, Leadership, Finance, Nonprofits, Strategic Planning, Strategy, Risk Management, Management, Project Management, Fundraising
Education
The University of Chicago 2007 — 2010
AM, Administration
DePaul University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Stephen MacLeod's BMO Capital Markets Experience December 2013 - Present
Job Vice President Equity Research at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets February 2008 - December 2013
BMO Capital Markets May 2004 - February 2008
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Bloomberg, Equities
Education
University of Toronto - Rotman School of Management 2002 — 2004
MBA
Queen's University 1995 — 1999
Bachelor of Science (BSc)
Deerfield Academy 1992 — 1995
BMO Capital Markets December 2013 - Present
BMO Capital Markets February 2008 - December 2013
BMO Capital Markets May 2004 - February 2008
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Bloomberg, Equities
Education
University of Toronto - Rotman School of Management 2002 — 2004
MBA
Queen's University 1995 — 1999
Bachelor of Science (BSc)
Deerfield Academy 1992 — 1995
Lindsay Goetz's BMO Capital Markets Experience December 2012 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2012 - Present
BMO Capital Markets January 2010 - December 2012
BMO Capital Markets 2006 - 2009
BMO Capital Markets 2002 - 2005
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting
DePauw University 1998 — 2002
B.A., Economics
Lafayette High School
American School in Japan
BMO Capital Markets December 2012 - Present
BMO Capital Markets January 2010 - December 2012
BMO Capital Markets 2006 - 2009
BMO Capital Markets 2002 - 2005
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting
DePauw University 1998 — 2002
B.A., Economics
Lafayette High School
American School in Japan
Jonathan Klabunde's BMO Capital Markets Experience December 2013 - Present
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
Cambridge Associates January 2013 - December 2013
Pluris Valuation Advisors LLC 2009 - June 2011
Huntington National Bank 2011 - 2011
Gray Ghost Ventures 2008 - 2008
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Equities, Hedge Funds, Fixed Income, Due Diligence, Alternative Investments, Derivatives, Business Valuation, Bloomberg Terminal
Education
Durham University 2011 — 2012
MSc, International Money, Finance and Investment
Sewanee-The University of the South 2005 — 2009
BA, Economics
The Wellington School 1992 — 2005
BMO Capital Markets December 2013 - Present
Cambridge Associates January 2013 - December 2013
Pluris Valuation Advisors LLC 2009 - June 2011
Huntington National Bank 2011 - 2011
Gray Ghost Ventures 2008 - 2008
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Equities, Hedge Funds, Fixed Income, Due Diligence, Alternative Investments, Derivatives, Business Valuation, Bloomberg Terminal
Education
Durham University 2011 — 2012
MSc, International Money, Finance and Investment
Sewanee-The University of the South 2005 — 2009
BA, Economics
The Wellington School 1992 — 2005
Estela Segura's BMO Capital Markets Experience June 1982 - November 1995
Job Solution Architect at BP
Industry Oil & Energy
Experience
BP May 2012 - Present
British Petroleum March 2007 - May 2012
Bank of America November 1995 - March 2006
BMO Capital Markets June 1982 - November 1995
Education
DePaul University 1983 — 1993
BS, Finance
BP May 2012 - Present
British Petroleum March 2007 - May 2012
Bank of America November 1995 - March 2006
BMO Capital Markets June 1982 - November 1995
Education
DePaul University 1983 — 1993
BS, Finance
Elizabeth Marin's BMO Capital Markets Experience May 2007 - January 2009
Job Business Unit Treasurer Annuities and Retirement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Anca Gherghinescu's BMO Capital Markets Experience March 2014 - Present
Job Senior Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2014 - Present
BMO Capital Markets May 2010 - Present
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bloomberg, Valuation
Education
EDHEC Business School 2007 — 2009
MSc, Finance
University of Toronto 2003 — 2007
HBA, Economics
BMO Capital Markets March 2014 - Present
BMO Capital Markets May 2010 - Present
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bloomberg, Valuation
Education
EDHEC Business School 2007 — 2009
MSc, Finance
University of Toronto 2003 — 2007
HBA, Economics
Victoria Dorsey's BMO Capital Markets Experience 2013 - Present
Job Administrative
Industry Banking
Experience
BMO Capital Markets 2013 - Present
Eurex November 2009 - September 2012
Walsh Construction April 2004 - April 2008
Turner Construction Company July 2001 - January 2004
Skills
Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Asset Management, Back Office, Access, Customer Service, Teamwork, Financial Services, Spanish, Research, Event Planning, English, Financial Analysis, Process Scheduler, Event Management, Management, Social Media, Outlook
Education
Eastern Michigan University 1988 — 2013
B.S. Science, Construction Management
BMO Capital Markets 2013 - Present
Eurex November 2009 - September 2012
Walsh Construction April 2004 - April 2008
Turner Construction Company July 2001 - January 2004
Skills
Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Asset Management, Back Office, Access, Customer Service, Teamwork, Financial Services, Spanish, Research, Event Planning, English, Financial Analysis, Process Scheduler, Event Management, Management, Social Media, Outlook
Education
Eastern Michigan University 1988 — 2013
B.S. Science, Construction Management
Graeme Robertson's BMO Capital Markets Experience 2003 - 2008
Job SVP & Senior Global Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC March 2008 - Present
BMO Capital Markets 2003 - 2008
Agilent Technologies 2000 - 2002
Royal Bank of Canada 1997 - 1999
Royal Bank of Scotland 1994 - 1997
Skills
International Business, New Business Development, Business Relationship..., Commercial Banking, Commercial Lending, Capital Markets, Credit Analysis, Treasury Management, Relationship Management, Banking
Education
Heriot-Watt University
MSc - International Banking & Finance
Napier University
Business Administration and Management, General
HSBC March 2008 - Present
BMO Capital Markets 2003 - 2008
Agilent Technologies 2000 - 2002
Royal Bank of Canada 1997 - 1999
Royal Bank of Scotland 1994 - 1997
Skills
International Business, New Business Development, Business Relationship..., Commercial Banking, Commercial Lending, Capital Markets, Credit Analysis, Treasury Management, Relationship Management, Banking
Education
Heriot-Watt University
MSc - International Banking & Finance
Napier University
Business Administration and Management, General
Charlie Fox's BMO Capital Markets Experience August 2015 - Present
Job at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2015 - Present
Broadhaven Capital Partners August 2013 - Present
BMO Capital Markets July 2011 - July 2013
Broadhaven Capital Partners July 2010 - September 2010
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Leveraged Finance, Leveraged Lending, Cash Flow Lending, Portfolio Management, Credit Analysis, Investments, Private Equity, Commercial Banking, Finance, Equities, Financial Services, Microsoft Excel, Banking, Risk Management, Microsoft Office, Fixed Income, Due Diligence
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA Candidate
DePaul University 2008 — 2011
BS Commerce, Finance (Honors Cohort); Accounting Minor, Magna Cum Laude
BMO Capital Markets August 2015 - Present
Broadhaven Capital Partners August 2013 - Present
BMO Capital Markets July 2011 - July 2013
Broadhaven Capital Partners July 2010 - September 2010
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Leveraged Finance, Leveraged Lending, Cash Flow Lending, Portfolio Management, Credit Analysis, Investments, Private Equity, Commercial Banking, Finance, Equities, Financial Services, Microsoft Excel, Banking, Risk Management, Microsoft Office, Fixed Income, Due Diligence
Education
Northwestern University - Kellogg School of Management 2015 — 2017
MBA Candidate
DePaul University 2008 — 2011
BS Commerce, Finance (Honors Cohort); Accounting Minor, Magna Cum Laude
Ali Ladha's BMO Capital Markets Experience 2015 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2015 - Present
Macquarie Group 2014 - 2015
Deloitte Canada 2013 - 2014
KPMG 2008 - 2011
Skills
Business Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Accounting, Internal Controls, IFRS, Financial Accounting, Corporate Finance, Valuation, Assurance, Mergers & Acquisitions, GAAP, External Audit, Sarbanes-Oxley Act
Education
York University - Schulich School of Business
iBBA, Accounting
ESSEC - ESSEC Business School
iBBA, Student Exchange
Langstaff Secondary School
BMO Capital Markets 2015 - Present
Macquarie Group 2014 - 2015
Deloitte Canada 2013 - 2014
KPMG 2008 - 2011
Skills
Business Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Accounting, Internal Controls, IFRS, Financial Accounting, Corporate Finance, Valuation, Assurance, Mergers & Acquisitions, GAAP, External Audit, Sarbanes-Oxley Act
Education
York University - Schulich School of Business
iBBA, Accounting
ESSEC - ESSEC Business School
iBBA, Student Exchange
Langstaff Secondary School
Dmitry Lepenkov's BMO Capital Markets Experience July 2014 - Present
Job Associate Leveraged Finance & Lending at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2012 - July 2014
CME Group November 2011 - June 2012
Fitch Ratings June 2011 - August 2011
SmithBucklin March 2010 - June 2011
Unified Distributors October 2009 - February 2010
Skills
Excel, Financial Analysis, Financial Modeling, Valuation, Ratings, Accounting, DCF, Analysis, Equity Research, Credit Analysis, Industry Analysis
Education
DePaul University 2008 — 2012
Bachelors, Accounting, Finance, Political Science
DePaul University 2008 — 2012
Bachelor of Science, Accounting & Finance to be; English/Russian; Accounting/Finance
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2012 - July 2014
CME Group November 2011 - June 2012
Fitch Ratings June 2011 - August 2011
SmithBucklin March 2010 - June 2011
Unified Distributors October 2009 - February 2010
Skills
Excel, Financial Analysis, Financial Modeling, Valuation, Ratings, Accounting, DCF, Analysis, Equity Research, Credit Analysis, Industry Analysis
Education
DePaul University 2008 — 2012
Bachelors, Accounting, Finance, Political Science
DePaul University 2008 — 2012
Bachelor of Science, Accounting & Finance to be; English/Russian; Accounting/Finance
Kim Letter's BMO Capital Markets Experience August 2002 - January 2004
Job Corporate Counsel at Pandora
Industry Internet
Experience
Pandora August 2011 - Present
Perkins Coie LLP October 2010 - August 2011
Shartsis Friese LLP October 2008 - September 2010
U.S. Senate, Office of Evan Bayh July 2004 - July 2005
BMO Capital Markets August 2002 - January 2004
Skills
Securities Regulation, Legal Research, Private Equity, Corporate Law, Intellectual Property, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Licensing, Business Strategy, Venture Financing, Mergers, Corporate Governance, Contract Negotiation, Digital Media, Copyright Law, Advertising Law, Entertainment Law, Music Licensing, Sweepstakes
Education
Northwestern University School of Law 2005 — 2008
JD
DePauw University 1998 — 2002
BA, Economics
Pandora August 2011 - Present
Perkins Coie LLP October 2010 - August 2011
Shartsis Friese LLP October 2008 - September 2010
U.S. Senate, Office of Evan Bayh July 2004 - July 2005
BMO Capital Markets August 2002 - January 2004
Skills
Securities Regulation, Legal Research, Private Equity, Corporate Law, Intellectual Property, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Licensing, Business Strategy, Venture Financing, Mergers, Corporate Governance, Contract Negotiation, Digital Media, Copyright Law, Advertising Law, Entertainment Law, Music Licensing, Sweepstakes
Education
Northwestern University School of Law 2005 — 2008
JD
DePauw University 1998 — 2002
BA, Economics
Bradley Heinz's BMO Capital Markets Experience June 2011 - August 2011
Job Director of Public Relations at Crayons2Calculators
Industry Investment Banking
Experience
Crayons2Calculators January 2009 - Present
BMO Capital Markets June 2011 - August 2011
Gelber Group LLC June 2010 - August 2010
Education
Duke University 2008 — 2012
BA, Psychology
Lake Forest Academy 2004 — 2008
Crayons2Calculators January 2009 - Present
BMO Capital Markets June 2011 - August 2011
Gelber Group LLC June 2010 - August 2010
Education
Duke University 2008 — 2012
BA, Psychology
Lake Forest Academy 2004 — 2008
Timothy Nixon's BMO Capital Markets Experience May 2012 - August 2012
Job Analyst at CIBC World Markets Inc.
Industry Sports
Experience
CIBC World Markets August 2013 - Present
BMO Capital Markets May 2012 - August 2012
Wasserman Media Group June 2011 - August 2011
Skills
Bloomberg, Research, Financial Modeling
Education
Duke University 2008 — 2013
BA, Public Policy Studies
CIBC World Markets August 2013 - Present
BMO Capital Markets May 2012 - August 2012
Wasserman Media Group June 2011 - August 2011
Skills
Bloomberg, Research, Financial Modeling
Education
Duke University 2008 — 2013
BA, Public Policy Studies
K. Morgan Kim's BMO Capital Markets Experience January 2009 - January 2011
Job Vice President at PNC Bank
Industry Banking
Experience
PNC June 2012 - Present
BMO Capital Markets January 2009 - January 2011
U.S. Bank July 2004 - July 2008
Education
Emory University 1993 — 1998
Bachelor's degree, Economics
PNC June 2012 - Present
BMO Capital Markets January 2009 - January 2011
U.S. Bank July 2004 - July 2008
Education
Emory University 1993 — 1998
Bachelor's degree, Economics
Brad Bowman's BMO Capital Markets Experience 2004 - 2005
Job Director at Valens Credit
Industry Facilities Services
Experience
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Derek Bonifer, CFA's BMO Capital Markets Experience October 2000 - October 2010
Job Vice President Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
PNC Wealth Management October 2010 - Present
Spalding University September 2012 - Present
BMO Capital Markets October 2000 - October 2010
Robert Morris University, Chicago, IL September 2008 - September 2010
Mesirow Financial June 1999 - September 2000
Fidelity Investments February 1998 - June 1999
Skills
Investments, Financial Analysis, Financial Services, Portfolio Management, Mutual Funds, Investment Strategies, Valuation, Asset Management, Capital Markets, Equities, Asset Allocation, Fixed Income
Education
DePaul University 2004 — 2006
Master of Business Administration (MBA), Finance and Financial Analysis
University of Kentucky 1992 — 1997
Bachelor of Business Administration (BBA), Finance
Keith Carpenter's BMO Capital Markets Experience 2003 - 2005
Job Managing Director Research at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2008 - Present
Interward Asset Management 2005 - 2008
BMO Capital Markets 2003 - 2005
Skills
Capital Markets, Equity Research, Investment Banking, Equities, Valuation, Fixed Income, Equity Valuation, Corporate Finance
Education
University of Toronto - Rotman School of Management 2001 — 2003
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1992
John Rennie High School 1985 — 1990
Canaccord Genuity Inc. 2008 - Present
Interward Asset Management 2005 - 2008
BMO Capital Markets 2003 - 2005
Skills
Capital Markets, Equity Research, Investment Banking, Equities, Valuation, Fixed Income, Equity Valuation, Corporate Finance
Education
University of Toronto - Rotman School of Management 2001 — 2003
Master of Business Administration (MBA)
Yale University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1990 — 1992
John Rennie High School 1985 — 1990
Edward Klinger's BMO Capital Markets Experience January 2003 - December 2009
Job Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank 2010 - Present
BMO Capital Markets January 2003 - December 2009
Skills
Asset Based Lending, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Portfolio Management, Banking, Due Diligence, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Marquette University 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
BMO Harris Bank 2010 - Present
BMO Capital Markets January 2003 - December 2009
Skills
Asset Based Lending, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Portfolio Management, Banking, Due Diligence, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Marquette University 1984 — 1987
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS