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
Alexa Dubreuil, CMP, M.Bus. Alexa Dubreuil, CMP, M.Bus.'s BMO Capital Markets Experience January 2007 - December 2013
Job Program Delivery at BMO's Institute for Learning
Industry Marketing and Advertising
Experience
BMO Financial Group December 2013 - Present
BMO Capital Markets January 2007 - December 2013
BMO Capital Markets 2005 - 2006
Education
Griffith University 2006 — 2006
Bachelor of Commerce (BCom), Master of Business, Event Management
McGill University 2001 — 2005
Bachelor of Commerce (B.Com.), Marketing, Strategic Management
Trafalgar Castle School 1995 — 2001
High school diploma
BMO Financial Group December 2013 - Present
BMO Capital Markets January 2007 - December 2013
BMO Capital Markets 2005 - 2006
Education
Griffith University 2006 — 2006
Bachelor of Commerce (BCom), Master of Business, Event Management
McGill University 2001 — 2005
Bachelor of Commerce (B.Com.), Marketing, Strategic Management
Trafalgar Castle School 1995 — 2001
High school diploma
Edward Kennedy Edward Kennedy's BMO Capital Markets Experience July 2013 - August 2014
Job MBA Candidate at Harvard Business School
Industry Food & Beverages
Experience
Harvard Business School August 2014 - Present
BMO Capital Markets July 2013 - August 2014
BMO Capital Markets July 2010 - June 2013
Aon Hewitt June 2009 - August 2009
Aon Hewitt June 2008 - August 2008
Skills
Corporate Finance, Capital IQ, Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Valuation, Private Equity, Business Valuation
Education
Harvard Business School 2014 — 2016
Masters of Business Administration
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors of Science, Finance and Accountancy
Harvard Business School August 2014 - Present
BMO Capital Markets July 2013 - August 2014
BMO Capital Markets July 2010 - June 2013
Aon Hewitt June 2009 - August 2009
Aon Hewitt June 2008 - August 2008
Skills
Corporate Finance, Capital IQ, Bloomberg, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Valuation, Private Equity, Business Valuation
Education
Harvard Business School 2014 — 2016
Masters of Business Administration
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelors of Science, Finance and Accountancy
Ben Drylie-Perkins Ben Drylie-Perkins's BMO Capital Markets Experience June 2012 - July 2014
Job Assistant Vice President at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank August 2014 - Present
BMO Capital Markets June 2012 - July 2014
BMO Capital Markets June 2011 - August 2011
Breakwater Trading, FourLeaf Trading, The Gelber Group May 2008 - June 2010
Susquehanna International Group July 2006 - December 2007
Monis 2005 - 2005
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Trading, Electronic Trading, ETFs, Derivatives, Bonds, Bloomberg, Fixed Income, Equities, VBA, Microsoft Excel, Risk Management, Series 79, Series 63, Options, Investments
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Swarthmore College 2002 — 2006
BA, Economics
Shawnee High School 1998 — 2002
Barclays Investment Bank August 2014 - Present
BMO Capital Markets June 2012 - July 2014
BMO Capital Markets June 2011 - August 2011
Breakwater Trading, FourLeaf Trading, The Gelber Group May 2008 - June 2010
Susquehanna International Group July 2006 - December 2007
Monis 2005 - 2005
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Trading, Electronic Trading, ETFs, Derivatives, Bonds, Bloomberg, Fixed Income, Equities, VBA, Microsoft Excel, Risk Management, Series 79, Series 63, Options, Investments
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Swarthmore College 2002 — 2006
BA, Economics
Shawnee High School 1998 — 2002
Richard Myers Richard Myers's BMO Capital Markets Experience March 2010 - Present
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2010 - Present
RBC Capital Markets 2004 - February 2010
Bachow & Associates August 2000 - June 2002
BNP Cooper Neff June 1995 - August 2000
Skills
Capital Markets, Trading, Options, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Equities, Financial Risk, Risk Management, Mutual Funds, Fixed Income, Investment Banking, Derivatives, Bloomberg, Trading Systems, Financial Markets, Electronic Trading, Alternative Investments
Education
Haverford College 1991 — 1995
B.S., Economics, Biology
BMO Capital Markets March 2010 - Present
RBC Capital Markets 2004 - February 2010
Bachow & Associates August 2000 - June 2002
BNP Cooper Neff June 1995 - August 2000
Skills
Capital Markets, Trading, Options, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Equities, Financial Risk, Risk Management, Mutual Funds, Fixed Income, Investment Banking, Derivatives, Bloomberg, Trading Systems, Financial Markets, Electronic Trading, Alternative Investments
Education
Haverford College 1991 — 1995
B.S., Economics, Biology
William Y. Wang's BMO Capital Markets Experience July 2011 - July 2014
Job Associate at Willowridge Partners
Industry Venture Capital & Private Equity
Experience
Willowridge Partners July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Morgan Stanley Smith Barney May 2009 - April 2011
Georgetown University Student Investment Fund January 2010 - December 2010
Price Waterhouse Coopers June 2010 - August 2010
Georgetown University December 2007 - May 2009
Skills
Series 79, Series 63, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Pitch Books, Due Diligence, Financial Services, Bloomberg, FINRA, Capital Markets, Corporate Finance, Private Equity, Portfolio Management, Investments, Research, Equities, Microsoft Office, Microsoft Excel, Finance, Secondaries
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting, Economics
Stuyvesant High School 2003 — 2007
High School Diploma
Willowridge Partners July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Morgan Stanley Smith Barney May 2009 - April 2011
Georgetown University Student Investment Fund January 2010 - December 2010
Price Waterhouse Coopers June 2010 - August 2010
Georgetown University December 2007 - May 2009
Skills
Series 79, Series 63, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Pitch Books, Due Diligence, Financial Services, Bloomberg, FINRA, Capital Markets, Corporate Finance, Private Equity, Portfolio Management, Investments, Research, Equities, Microsoft Office, Microsoft Excel, Finance, Secondaries
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting, Economics
Stuyvesant High School 2003 — 2007
High School Diploma
Alan Zheng Alan Zheng'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
Imperial Capital, LLC June 2013 - August 2013
Headwaters MB September 2012 - May 2013
Viant Group, LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Acellent Technologies, Inc. May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Fudan University 2014 — 2014
UC Education Abroad Program
Castro Valley High School 2006 — 2010
BMO Capital Markets July 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Headwaters MB September 2012 - May 2013
Viant Group, LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Acellent Technologies, Inc. May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Fudan University 2014 — 2014
UC Education Abroad Program
Castro Valley High School 2006 — 2010
Dan Grigorin Dan Grigorin's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
American Eagle Outfitters June 2012 - August 2012
Future Shop May 2011 - December 2011
Learnswim Inc. May 2011 - September 2011
Hollister Co. September 2010 - December 2010
Sony of Canada Ltd. May 2010 - September 2010
Town of Richmond Hill September 2007 - June 2010
Vector Marketing May 2009 - August 2009
Town of Richmond Hill September 2007 - June 2009
Skills
IBM SPSS Statistics, Data Analysis, Market Research, Social Media, Public Speaking, Financial Modeling, Leadership, Microsoft Excel, Research, Marketing Strategy, Investment Banking, Equity Trading, Business Modeling, Innovation, Valuation, Leveraged Finance, Sales, Private Equity, Accretion/Dilution..., Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Capital IQ, Factset, Event Management, Analysis, Access, Economics, Financial Analysis, Finance, PowerPoint, Entrepreneurship
Education
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Indiana University - Kelley School of Business 2009 — 2013
B.S. in Business, Finance, Accounting, Marketing, Management, Entrepreneurship
Bayview Secondary School 2005 — 2009
Business, Pre International Baccalaureate
BMO Capital Markets July 2014 - Present
BMO Capital Markets June 2013 - August 2013
American Eagle Outfitters June 2012 - August 2012
Future Shop May 2011 - December 2011
Learnswim Inc. May 2011 - September 2011
Hollister Co. September 2010 - December 2010
Sony of Canada Ltd. May 2010 - September 2010
Town of Richmond Hill September 2007 - June 2010
Vector Marketing May 2009 - August 2009
Town of Richmond Hill September 2007 - June 2009
Skills
IBM SPSS Statistics, Data Analysis, Market Research, Social Media, Public Speaking, Financial Modeling, Leadership, Microsoft Excel, Research, Marketing Strategy, Investment Banking, Equity Trading, Business Modeling, Innovation, Valuation, Leveraged Finance, Sales, Private Equity, Accretion/Dilution..., Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Capital IQ, Factset, Event Management, Analysis, Access, Economics, Financial Analysis, Finance, PowerPoint, Entrepreneurship
Education
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Indiana University - Kelley School of Business 2009 — 2013
B.S. in Business, Finance, Accounting, Marketing, Management, Entrepreneurship
Bayview Secondary School 2005 — 2009
Business, Pre International Baccalaureate
Heith Reade's BMO Capital Markets Experience February 2013 - September 2014
Job Mortgage Banker at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2013 - September 2014
Comerica Bank July 2009 - February 2013
Skills
Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Down Payment Assistance, Home Equity Lines of..., Mortgage Lending, Banking, Credit Analysis, Credit, Valuation, Financial Analysis, Credit Risk, Academic Writing, Business Writing, Text Editing, Executive Reports, Creative Writing, Online Research
Education
Grand Canyon University 2012 — 2014
Bachelor's Degree, English Literature
BMO Capital Markets February 2013 - September 2014
Comerica Bank July 2009 - February 2013
Skills
Residential Mortgages, Mortgage Banking, Mortgage Underwriting, Down Payment Assistance, Home Equity Lines of..., Mortgage Lending, Banking, Credit Analysis, Credit, Valuation, Financial Analysis, Credit Risk, Academic Writing, Business Writing, Text Editing, Executive Reports, Creative Writing, Online Research
Education
Grand Canyon University 2012 — 2014
Bachelor's Degree, English Literature
Sujan Selvendran's BMO Capital Markets Experience December 2014 - Present
Job AML Quality Assurance Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets January 2014 - December 2014
CIBC January 2008 - January 2014
Skills
Banking, Credit, Retail Banking, Risk Management, Mortgage Lending, Loans, Business Analysis, Portfolio Management, Financial Analysis, Credit Risk, Credit Analysis, Commercial Banking, Vendor Management, Investments, Relationship Management, Microsoft Office, Microsoft Excel
Education
George Brown College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Canadian Securities Institute 2012 — 2013
Successfully Completed Canadian Securities Course
Agincourt Collegiate Institute 2003 — 2007
BMO Capital Markets December 2014 - Present
BMO Capital Markets January 2014 - December 2014
CIBC January 2008 - January 2014
Skills
Banking, Credit, Retail Banking, Risk Management, Mortgage Lending, Loans, Business Analysis, Portfolio Management, Financial Analysis, Credit Risk, Credit Analysis, Commercial Banking, Vendor Management, Investments, Relationship Management, Microsoft Office, Microsoft Excel
Education
George Brown College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Canadian Securities Institute 2012 — 2013
Successfully Completed Canadian Securities Course
Agincourt Collegiate Institute 2003 — 2007
Shawn Jackson Shawn Jackson's BMO Capital Markets Experience 2004 - 2005
Job Managing Director at New Century Capital Partners
Industry Investment Banking
Experience
New Century Capital Partners 2013 - Present
William and Henry Associates 2010 - 2013
Taproot Foundation January 2010 - December 2010
AffinityTV247, Inc. 2009 - 2010
Various Investment Banking Boutiques 2005 - 2010
BMO Capital Markets 2004 - 2005
Credit Suisse First Boston 2000 - 2002
Innova Capital July 1999 - September 1999
Credit Suisse First Boston 1995 - 1998
Skills
Venture Capital, Valuation, Mergers & Acquisitions, Consulting, Investments, Mergers, Due Diligence, Finance, Equities, Strategic Planning, Financial Services, Project Portfolio..., Investment Banking, Financial Analysis, Capital Markets, Start-ups, Joint Ventures, Private Equity
Education
Harvard Business School 1998 — 2000
MBA, Finance & Management
University of Pennsylvania 1991 — 1995
BA, Economics
New Century Capital Partners 2013 - Present
William and Henry Associates 2010 - 2013
Taproot Foundation January 2010 - December 2010
AffinityTV247, Inc. 2009 - 2010
Various Investment Banking Boutiques 2005 - 2010
BMO Capital Markets 2004 - 2005
Credit Suisse First Boston 2000 - 2002
Innova Capital July 1999 - September 1999
Credit Suisse First Boston 1995 - 1998
Skills
Venture Capital, Valuation, Mergers & Acquisitions, Consulting, Investments, Mergers, Due Diligence, Finance, Equities, Strategic Planning, Financial Services, Project Portfolio..., Investment Banking, Financial Analysis, Capital Markets, Start-ups, Joint Ventures, Private Equity
Education
Harvard Business School 1998 — 2000
MBA, Finance & Management
University of Pennsylvania 1991 — 1995
BA, Economics
Eric Vorchheimer Eric Vorchheimer's BMO Capital Markets Experience July 2014 - January 2015
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Edward McCarthy Edward McCarthy's BMO Capital Markets Experience December 2012 - October 2014
Job Associate Equity Derivatives Middle Office at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
BMO Capital Markets December 2012 - October 2014
BMO Capital Markets June 2010 - November 2012
Morgan Stanley September 2008 - June 2010
Skills
Financial Modeling, Investments, Valuation, Financial Services, Microsoft Excel, Asset Managment, Bonds, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Mutual Funds, Banking, Finance, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics, 3.6
Goldman Sachs October 2014 - Present
BMO Capital Markets December 2012 - October 2014
BMO Capital Markets June 2010 - November 2012
Morgan Stanley September 2008 - June 2010
Skills
Financial Modeling, Investments, Valuation, Financial Services, Microsoft Excel, Asset Managment, Bonds, Fixed Income, Financial Analysis, Capital Markets, Investment Banking, Mutual Funds, Banking, Finance, Trading, Equity Derivatives
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Manhattan College 2004 — 2008
Bachelor of Science, Finance / Economics, 3.6
Enrique Ureña Acosta's BMO Capital Markets Experience June 2009 - January 2011
Job Summer Investment Professional at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital June 2014 - Present
Mount Kellett Capital Management June 2013 - August 2013
Advent International February 2011 - May 2013
BMO Capital Markets June 2009 - January 2011
Goldman Sachs June 2007 - May 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, Due Diligence, Emerging Markets, Mergers & Acquisitions, Capital Markets, M&A experience, Venture Capital, DCF, Corporate Development, Business Valuation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
ITESM
Magnetar Capital June 2014 - Present
Mount Kellett Capital Management June 2013 - August 2013
Advent International February 2011 - May 2013
BMO Capital Markets June 2009 - January 2011
Goldman Sachs June 2007 - May 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, Due Diligence, Emerging Markets, Mergers & Acquisitions, Capital Markets, M&A experience, Venture Capital, DCF, Corporate Development, Business Valuation
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Bachelor of Science (BS), Mathematics
ITESM
E. Martin Heldring E. Martin Heldring's BMO Capital Markets Experience 1998 - 2003
Job Senior Vice President / Managing Director, TD Bank, N.A.
Industry Financial Services
Experience
TD April 2007 - Present
Harris Bank - Glencoe September 2003 - November 2006
Harris Bank 2002 - 2003
BMO Capital Markets 1998 - 2003
Bank of Montreal 1991 - 1992
Harris Bank International Corporation 1987 - 1991
Harris Bank 1982 - 1987
Harris Bank 1980 - 1982
Harris Bank 1978 - 1980
Skills
Commercial Banking, Risk Management, Credit Analysis, Capital Markets, Buy-side, Investment Banking, People Management, Strategic Planning, Syndications, International Management, Loans, Equities, Corporate Finance, Banking, Management, Credit, Retail Banking
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Georgetown University 1973 — 1977
BSFS, International Economics
Episcopal Academy 1967 — 1973
High School, Ancient/Classical Greek Language and Literature
TD April 2007 - Present
Harris Bank - Glencoe September 2003 - November 2006
Harris Bank 2002 - 2003
BMO Capital Markets 1998 - 2003
Bank of Montreal 1991 - 1992
Harris Bank International Corporation 1987 - 1991
Harris Bank 1982 - 1987
Harris Bank 1980 - 1982
Harris Bank 1978 - 1980
Skills
Commercial Banking, Risk Management, Credit Analysis, Capital Markets, Buy-side, Investment Banking, People Management, Strategic Planning, Syndications, International Management, Loans, Equities, Corporate Finance, Banking, Management, Credit, Retail Banking
Education
The University of Chicago - Booth School of Business 1977 — 1980
MBA, Finance
Georgetown University 1973 — 1977
BSFS, International Economics
Episcopal Academy 1967 — 1973
High School, Ancient/Classical Greek Language and Literature
James Paris's BMO Capital Markets Experience 2012 - 2015
Job EVP, Capital Markets and Corporate Development at Avant, Inc.
Industry Financial Services
Experience
Avant, Inc. September 2015 - Present
BMO Capital Markets 2012 - 2015
UBS Investment Bank 2009 - 2011
Barclays Capital 2008 - 2009
Deutsche Bank Securities 1999 - 2008
Cravath, Swaine & Moore LLP 1995 - 1999
Skills
Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, LBO, Private Equity, Capital Structure, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Financial Structuring, Credit Derivatives, Equity Research, Alternative Investments, Series 7, High Yield, Syndications, Special Situations, M&A experience, Mergers, Emerging Markets, Private Placements, Capital Raising, Equity Capital Markets, Derivatives, Debt Restructuring, Project Finance, Structured Products, Hedge Funds, Investments, Equity Valuation, Restructuring, Securities, Equities, Trading, Structured Finance, Financial Analysis, Mezzanine, Divestitures, Portfolio Management, Asset Managment, IPO, Corporate Development, Business Valuation, Bonds, Recapitalizations, Due Diligence, Securitization, Venture Capital
Education
Harvard Law School 1992 — 1995
JD, cum laude, Law
Indiana University Bloomington 1988 — 1992
BS, Finance
Avant, Inc. September 2015 - Present
BMO Capital Markets 2012 - 2015
UBS Investment Bank 2009 - 2011
Barclays Capital 2008 - 2009
Deutsche Bank Securities 1999 - 2008
Cravath, Swaine & Moore LLP 1995 - 1999
Skills
Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, LBO, Private Equity, Capital Structure, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Financial Structuring, Credit Derivatives, Equity Research, Alternative Investments, Series 7, High Yield, Syndications, Special Situations, M&A experience, Mergers, Emerging Markets, Private Placements, Capital Raising, Equity Capital Markets, Derivatives, Debt Restructuring, Project Finance, Structured Products, Hedge Funds, Investments, Equity Valuation, Restructuring, Securities, Equities, Trading, Structured Finance, Financial Analysis, Mezzanine, Divestitures, Portfolio Management, Asset Managment, IPO, Corporate Development, Business Valuation, Bonds, Recapitalizations, Due Diligence, Securitization, Venture Capital
Education
Harvard Law School 1992 — 1995
JD, cum laude, Law
Indiana University Bloomington 1988 — 1992
BS, Finance
James Mumma's BMO Capital Markets Experience July 2013 - October 2014
Job Operations & Logistics Manager at Uber
Industry Information Technology and Services
Experience
Uber October 2014 - Present
BMO Capital Markets July 2013 - October 2014
Georgetown University Alumni & Student Federal Credit Union September 2009 - May 2013
Bank of Montreal June 2011 - August 2012
Skills
Finance, Equities, Microsoft Office, Research, Customer Service, Management
Education
Georgetown University 2009 — 2013
Delbarton School 2005 — 2009
Uber October 2014 - Present
BMO Capital Markets July 2013 - October 2014
Georgetown University Alumni & Student Federal Credit Union September 2009 - May 2013
Bank of Montreal June 2011 - August 2012
Skills
Finance, Equities, Microsoft Office, Research, Customer Service, Management
Education
Georgetown University 2009 — 2013
Delbarton School 2005 — 2009
Megan Farrell-Fuchsloch's BMO Capital Markets Experience September 2015 - Present
Job CoHead, Administration at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2015 - Present
Alidade Strategy & Communications March 2011 - August 2015
Merrill Lynch Global Research and Economics July 2006 - February 2009
Merrill Lynch Global Private Client Advisory Division April 2004 - June 2006
Merrill Lynch Global Private Client Marketing September 2002 - April 2004
Merrill Lynch Private Client Advisory Division June 2001 - August 2001
Skills
Writing, Business Strategy, Business Planning, Budgeting, Research, Marketing Strategy, Strategic Planning, Product Management, Cross-functional Team..., Product Development, New Business Development, Strategic Partnerships, Market Analysis, International Business, Excel, Public Speaking, Social Media, PowerPoint, Product Marketing, Program Management, Management Consulting, Analysis, Negotiation, Process Improvement, Change Management, Public Relations, Online Marketing, Access, Brand Development, Forecasting, Process Engineering, Investments, Competitive Analysis, Competitive Intelligence, Executive Management, Business Management, Strategy Development, Market Research, Mergers, Strategy, Management, Marketing Communications, Marketing, Entrepreneurship, Strategic Communications, Advertising, Finance, Consulting, Spanish, Start-ups
Education
Georgetown University - The McDonough School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of Illinois at Chicago
BS
BMO Capital Markets September 2015 - Present
Alidade Strategy & Communications March 2011 - August 2015
Merrill Lynch Global Research and Economics July 2006 - February 2009
Merrill Lynch Global Private Client Advisory Division April 2004 - June 2006
Merrill Lynch Global Private Client Marketing September 2002 - April 2004
Merrill Lynch Private Client Advisory Division June 2001 - August 2001
Skills
Writing, Business Strategy, Business Planning, Budgeting, Research, Marketing Strategy, Strategic Planning, Product Management, Cross-functional Team..., Product Development, New Business Development, Strategic Partnerships, Market Analysis, International Business, Excel, Public Speaking, Social Media, PowerPoint, Product Marketing, Program Management, Management Consulting, Analysis, Negotiation, Process Improvement, Change Management, Public Relations, Online Marketing, Access, Brand Development, Forecasting, Process Engineering, Investments, Competitive Analysis, Competitive Intelligence, Executive Management, Business Management, Strategy Development, Market Research, Mergers, Strategy, Management, Marketing Communications, Marketing, Entrepreneurship, Strategic Communications, Advertising, Finance, Consulting, Spanish, Start-ups
Education
Georgetown University - The McDonough School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
University of Illinois at Chicago
BS
Bill Barbino Bill Barbino's BMO Capital Markets Experience 2000 - 2007
Job Consumer Services Entrepreneur
Industry Consumer Services
Experience
WashLava November 2014 - Present
bFOURce October 2014 - Present
Crowdfind, Inc. October 2014 - December 2014
Startup Institute October 2014 - December 2014
Engs Commercial Finance Co. November 2012 - September 2014
Closer Consulting - Developmental Assessment, Management Recruiting and Sales Solutions September 2010 - November 2012
Lewis University May 2010 - September 2010
Six Degrees Capital Management February 2007 - November 2008
BMO Capital Markets 2000 - 2007
Singer Asset Finance Company 1997 - 2000
Skills
Financial Modeling, Capital Markets, Portfolio Management, Financial Analysis, Structured Finance, Fixed Income, Valuation, Securitization, Asset Management, New Business Development, Risk Management, Private Equity, Credit Analysis, Alternative Investments, Entrepreneurship, Business Strategy, Quantitative Analytics, Due Diligence, Google Analytics, WordPress, Lean Startup, Digital Marketing, University Teaching, Branding & Identity, Facebook Marketing, Start-ups, Angel Investing, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Hofstra University 1986 — 1992
Bachelor's Degree, Banking and Commerce
Chaminade High School, Mineola NY 1981 — 1985
Academic Diploma, College Prep
WashLava November 2014 - Present
bFOURce October 2014 - Present
Crowdfind, Inc. October 2014 - December 2014
Startup Institute October 2014 - December 2014
Engs Commercial Finance Co. November 2012 - September 2014
Closer Consulting - Developmental Assessment, Management Recruiting and Sales Solutions September 2010 - November 2012
Lewis University May 2010 - September 2010
Six Degrees Capital Management February 2007 - November 2008
BMO Capital Markets 2000 - 2007
Singer Asset Finance Company 1997 - 2000
Skills
Financial Modeling, Capital Markets, Portfolio Management, Financial Analysis, Structured Finance, Fixed Income, Valuation, Securitization, Asset Management, New Business Development, Risk Management, Private Equity, Credit Analysis, Alternative Investments, Entrepreneurship, Business Strategy, Quantitative Analytics, Due Diligence, Google Analytics, WordPress, Lean Startup, Digital Marketing, University Teaching, Branding & Identity, Facebook Marketing, Start-ups, Angel Investing, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Hofstra University 1986 — 1992
Bachelor's Degree, Banking and Commerce
Chaminade High School, Mineola NY 1981 — 1985
Academic Diploma, College Prep
Matthew Henriksson Matthew Henriksson's BMO Capital Markets Experience June 2015 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets June 2015 - Present
LANDOR & FUEST CAPITAL MANAGERS, LLC September 2014 - December 2014
Jennison Associates LLC June 2014 - August 2014
Advanced Portfolio Management, LLC June 2006 - August 2013
Skills
Equities, Hedge Funds, Asset Management, Investments, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Focus in Finance
Franklin & Marshall College 2002 — 2006
Bachelor of Science (B.S.), Economics
BMO Capital Markets June 2015 - Present
LANDOR & FUEST CAPITAL MANAGERS, LLC September 2014 - December 2014
Jennison Associates LLC June 2014 - August 2014
Advanced Portfolio Management, LLC June 2006 - August 2013
Skills
Equities, Hedge Funds, Asset Management, Investments, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Focus in Finance
Franklin & Marshall College 2002 — 2006
Bachelor of Science (B.S.), Economics
Juan P. Morales, CISSP-ISSMP's BMO Capital Markets Experience May 2000 - August 2013
Job Sr. Manager IT Security at Time Warner, Inc.
Industry Media Production
Experience
Time Warner Inc. September 2013 - Present
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
Merrill Lynch 1999 - 2000
AT&T 1999 - 1999
Marsh & McLennan Companies, Inc. 1998 - 1999
Skills
Information Security, Information Security..., Threat & Vulnerability..., SIEM, CISSP, Vendor Risk Assessments, Training & Awareness, Project Management, Application Risk..., Information Security..., Incident Reponse, Business Continuity, Business Continuity..., Security, IT Security Assessments, Risk Management, Information Security..., Penetration Testing, Security & Privacy..., Disaster Recovery, Vulnerability Management, Risk Assessment, PCI DSS, Data Privacy, Safe Harbor
Education
Fordham University
University of Phoenix
Bachelor of Science (B.Sc.), Information Technology
The Chubb Institute
Information Technology
Time Warner Inc. September 2013 - Present
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
BMO Capital Markets May 2000 - August 2013
Merrill Lynch 1999 - 2000
AT&T 1999 - 1999
Marsh & McLennan Companies, Inc. 1998 - 1999
Skills
Information Security, Information Security..., Threat & Vulnerability..., SIEM, CISSP, Vendor Risk Assessments, Training & Awareness, Project Management, Application Risk..., Information Security..., Incident Reponse, Business Continuity, Business Continuity..., Security, IT Security Assessments, Risk Management, Information Security..., Penetration Testing, Security & Privacy..., Disaster Recovery, Vulnerability Management, Risk Assessment, PCI DSS, Data Privacy, Safe Harbor
Education
Fordham University
University of Phoenix
Bachelor of Science (B.Sc.), Information Technology
The Chubb Institute
Information Technology
Elisabeth Préfontaine's BMO Capital Markets Experience February 2002 - January 2005
Job Director at BlackRock iShares
Industry Investment Management
Experience
BlackRock iShares February 2011 - Present
Horizons ETF May 2010 - February 2011
Man Investments October 2006 - October 2009
Casgrain & company January 2005 - October 2006
BMO Capital Markets February 2002 - January 2005
Bank of Montreal August 1994 - February 2002
Skills
Public speaking, Portfolio Management, Alternative Investments, Interest Rate..., ETFs, French, Direct Sales, Asset Management, Fixed Income, Public Speaking, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Equities, Investments, Asset Allocation, Financial Services, Investment Strategies, Capital Markets, Investment Management, Investment Advisory
Education
Harvard Business School 2013 — 2013
High Potentials Leadership Program (June 2013)
AIMA 2009 — 2011
CAIA, Alternative Investment
CFA institute 2000 — 2003
CFA
Canadian Securities Institute 2000 — 2002
FCSI, Finance
Université du Québec à Montréal 1999 — 2002
MBA, Financial services and PF management
Université du Québec à Montréal 1996 — 1999
BAA, Business Admin, Finance, Marketing
BlackRock iShares February 2011 - Present
Horizons ETF May 2010 - February 2011
Man Investments October 2006 - October 2009
Casgrain & company January 2005 - October 2006
BMO Capital Markets February 2002 - January 2005
Bank of Montreal August 1994 - February 2002
Skills
Public speaking, Portfolio Management, Alternative Investments, Interest Rate..., ETFs, French, Direct Sales, Asset Management, Fixed Income, Public Speaking, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Equities, Investments, Asset Allocation, Financial Services, Investment Strategies, Capital Markets, Investment Management, Investment Advisory
Education
Harvard Business School 2013 — 2013
High Potentials Leadership Program (June 2013)
AIMA 2009 — 2011
CAIA, Alternative Investment
CFA institute 2000 — 2003
CFA
Canadian Securities Institute 2000 — 2002
FCSI, Finance
Université du Québec à Montréal 1999 — 2002
MBA, Financial services and PF management
Université du Québec à Montréal 1996 — 1999
BAA, Business Admin, Finance, Marketing
Kirsten Soneson's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
Georgetown University's McDonough School of Business June 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
Commodity Futures Trading Commission June 2008 - March 2012
Nebraska Department of Economic Development June 2007 - December 2007
U.S. Department of State January 2007 - May 2007
U.S. Senator Ben Nelson January 2006 - December 2006
Skills
Policy, Economics, Analysis, Finance, Quantitative Analytics, Research, Financial Markets, Management, Financial Modeling, Financial Analysis, Corporate Finance, Commodity Markets, Energy, Investment Banking
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Nebraska Wesleyan University 2004 — 2008
BS, Business Administration, Economics, Political Science
BMO Capital Markets July 2014 - Present
Georgetown University's McDonough School of Business June 2012 - May 2014
BMO Capital Markets June 2013 - August 2013
Commodity Futures Trading Commission June 2008 - March 2012
Nebraska Department of Economic Development June 2007 - December 2007
U.S. Department of State January 2007 - May 2007
U.S. Senator Ben Nelson January 2006 - December 2006
Skills
Policy, Economics, Analysis, Finance, Quantitative Analytics, Research, Financial Markets, Management, Financial Modeling, Financial Analysis, Corporate Finance, Commodity Markets, Energy, Investment Banking
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Nebraska Wesleyan University 2004 — 2008
BS, Business Administration, Economics, Political Science
Sofya Pokhunkova's BMO Capital Markets Experience April 2014 - August 2014
Job HSBC Global Banking and Markets | AML | Compliance
Industry Banking
Experience
HSBC Global Banking and Markets August 2014 - Present
BMO Capital Markets April 2014 - August 2014
Interview Consulting December 2009 - October 2013
Monad Group Inc. July 2012 - June 2013
Common Ground Cooperative Inc. January 2009 - April 2009
Skills
Microsoft Word, Legal Research, Research, Public Speaking, Microsoft Excel, Project Management, Gentoo Linux, Debian, Microsoft Power Point
Education
Nanyang Technological University
Bachelor of Commerce, Business Law/Languages
Ryerson University
Bachelor of Commerce, Business Management, Law & Business
George Brown College
OCAD, Business Administration
HSBC Global Banking and Markets August 2014 - Present
BMO Capital Markets April 2014 - August 2014
Interview Consulting December 2009 - October 2013
Monad Group Inc. July 2012 - June 2013
Common Ground Cooperative Inc. January 2009 - April 2009
Skills
Microsoft Word, Legal Research, Research, Public Speaking, Microsoft Excel, Project Management, Gentoo Linux, Debian, Microsoft Power Point
Education
Nanyang Technological University
Bachelor of Commerce, Business Law/Languages
Ryerson University
Bachelor of Commerce, Business Management, Law & Business
George Brown College
OCAD, Business Administration
Jesse Burros's BMO Capital Markets Experience April 2013 - Present
Job Vice President
Industry Investment Banking
Experience
BMO Capital Markets April 2013 - Present
GetGlue February 2012 - March 2013
Time Warner Investments April 2009 - January 2012
MTV Networks February 2008 - April 2009
Jefferies & Company July 2005 - February 2008
Skills
Digital Media, Financial Modeling, Valuation, Strategic Partnerships, Venture Capital, Start-ups, Corporate Development, Analytics, Business Development, Digital Strategy, Finance, Investment Banking, Management, Mergers, Private Equity, Strategy
Education
Harvard University 2001 — 2005
AB, Social Studies
Stuyvesant High School 1997 — 2001
BMO Capital Markets April 2013 - Present
GetGlue February 2012 - March 2013
Time Warner Investments April 2009 - January 2012
MTV Networks February 2008 - April 2009
Jefferies & Company July 2005 - February 2008
Skills
Digital Media, Financial Modeling, Valuation, Strategic Partnerships, Venture Capital, Start-ups, Corporate Development, Analytics, Business Development, Digital Strategy, Finance, Investment Banking, Management, Mergers, Private Equity, Strategy
Education
Harvard University 2001 — 2005
AB, Social Studies
Stuyvesant High School 1997 — 2001
Jared Lyon's BMO Capital Markets Experience May 2014 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2014 - Present
Citi August 2011 - April 2014
Delta Air Lines May 2010 - August 2010
Deloitte July 2005 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Capital Markets, Tax, Asset Management, Risk Management, Strategy, Banking, Competitive Analysis, Corporate Finance, Due Diligence, CPA, Finance, Investment Banking, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor of Science, Accounting
BMO Capital Markets May 2014 - Present
Citi August 2011 - April 2014
Delta Air Lines May 2010 - August 2010
Deloitte July 2005 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Capital Markets, Tax, Asset Management, Risk Management, Strategy, Banking, Competitive Analysis, Corporate Finance, Due Diligence, CPA, Finance, Investment Banking, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor of Science, Accounting
Thomas Shipp, CFA Thomas Shipp, CFA's BMO Capital Markets Experience October 2014 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets October 2014 - Present
Jennison Associates December 2011 - October 2014
AllianceBernstein March 2010 - December 2011
AllianceBernstein March 2008 - March 2010
Skills
Commission, Managed Accounts, Investments, Budget, Analysis, Mutual Funds, Procurement, Market Data, Budgets, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Managing Accounts, Asset Management, Investment Management, Financial Modeling
Education
Fordham University 2003 — 2007
BS, Business/Finance
DHS
BMO Capital Markets October 2014 - Present
Jennison Associates December 2011 - October 2014
AllianceBernstein March 2010 - December 2011
AllianceBernstein March 2008 - March 2010
Skills
Commission, Managed Accounts, Investments, Budget, Analysis, Mutual Funds, Procurement, Market Data, Budgets, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Equities, Managing Accounts, Asset Management, Investment Management, Financial Modeling
Education
Fordham University 2003 — 2007
BS, Business/Finance
DHS
Jack Kindregan, CFA Jack Kindregan, CFA's BMO Capital Markets Experience July 2015 - Present
Job Equity Research at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
RBC Capital Markets September 2012 - July 2015
RBC Capital Markets 2009 - November 2012
SAC Capital 2006 - 2009
Skills
Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Derivatives, Investments, Series 7, Corporate Finance, Series 63, Trading, Trading Systems, Portfolio Management, Emerging Markets, Electronic Trading, Financial Analysis
Education
Georgetown University 2002 — 2006
BS:BA
BMO Capital Markets July 2015 - Present
RBC Capital Markets September 2012 - July 2015
RBC Capital Markets 2009 - November 2012
SAC Capital 2006 - 2009
Skills
Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Valuation, Fixed Income, Financial Modeling, Alternative Investments, Derivatives, Investments, Series 7, Corporate Finance, Series 63, Trading, Trading Systems, Portfolio Management, Emerging Markets, Electronic Trading, Financial Analysis
Education
Georgetown University 2002 — 2006
BS:BA
Jeffrey Drotar Jeffrey Drotar's BMO Capital Markets Experience June 2013 - Present
Job Equity Research Associate, Electric Utilities and Independent Power at BMO Capital Markets
Industry Research
Experience
BMO Capital Markets June 2013 - Present
Deutsche Bank August 2012 - April 2013
Ardour Capital Investments, LLC October 2010 - May 2011
IFD Kapital May 2008 - January 2009
Bloomberg January 2007 - February 2008
Wayne-Westland Federal Credit Union May 2004 - January 2007
Skills
Financial Modeling, Valuation, Bloomberg, Financial Markets, Bloomberg Terminal, Portfolio Management, Mutual Funds, Financial Analysis, Equity Research, Capital Markets
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
University of Michigan 2003 — 2006
BA, Economics; Russian and Eastern European Studies
BMO Capital Markets June 2013 - Present
Deutsche Bank August 2012 - April 2013
Ardour Capital Investments, LLC October 2010 - May 2011
IFD Kapital May 2008 - January 2009
Bloomberg January 2007 - February 2008
Wayne-Westland Federal Credit Union May 2004 - January 2007
Skills
Financial Modeling, Valuation, Bloomberg, Financial Markets, Bloomberg Terminal, Portfolio Management, Mutual Funds, Financial Analysis, Equity Research, Capital Markets
Education
Fordham Gabelli School of Business 2010 — 2012
MBA, Finance
University of Michigan 2003 — 2006
BA, Economics; Russian and Eastern European Studies
Kayla Slade Kayla Slade's BMO Capital Markets Experience April 2011 - June 2011
Job Paramedic Level 1 (Primary Care) at Toronto Paramedic Services
Industry Higher Education
Experience
Toronto Paramedic Services June 2015 - Present
Cheetahs Cheerleading September 2013 - Present
University of Guelph September 2012 - Present
Canada's Wonderland April 2012 - Present
Peel Region Paramedic Service November 2014 - April 2015
NACURH Inc. June 2012 - June 2013
University of Guelph May 2012 - May 2013
University of Guelph May 2011 - May 2012
Canterbury Hills Camp February 2008 - August 2011
BMO Capital Markets April 2011 - June 2011
Skills
First Aid, Public Speaking, Teaching, Customer Service, Event Planning, Social Media, Research, PowerPoint, Microsoft Word, Nonprofits, Management, Marketing, Training, Athletics, Advertising, Communication, Public Relations, Teamwork, Leadership, Social Networking
Education
Georgian College 2013 — 2015
Ontario College Diploma, Primary Care Paramedic
University of Guelph 2009 — 2013
Bachelor of Arts, History and Theatre Studies Majors
Newmarket High School 2005 — 2009
Toronto Paramedic Services June 2015 - Present
Cheetahs Cheerleading September 2013 - Present
University of Guelph September 2012 - Present
Canada's Wonderland April 2012 - Present
Peel Region Paramedic Service November 2014 - April 2015
NACURH Inc. June 2012 - June 2013
University of Guelph May 2012 - May 2013
University of Guelph May 2011 - May 2012
Canterbury Hills Camp February 2008 - August 2011
BMO Capital Markets April 2011 - June 2011
Skills
First Aid, Public Speaking, Teaching, Customer Service, Event Planning, Social Media, Research, PowerPoint, Microsoft Word, Nonprofits, Management, Marketing, Training, Athletics, Advertising, Communication, Public Relations, Teamwork, Leadership, Social Networking
Education
Georgian College 2013 — 2015
Ontario College Diploma, Primary Care Paramedic
University of Guelph 2009 — 2013
Bachelor of Arts, History and Theatre Studies Majors
Newmarket High School 2005 — 2009
George Panagopoulos's BMO Capital Markets Experience July 2011 - February 2013
Job Sales Manager
Industry Financial Services
Experience
Zoi Capital, LLC November 2013 - Present
BMO Capital Markets July 2011 - February 2013
Morgan Stanley November 2006 - January 2010
Morgan Stanley May 2005 - August 2005
Skills
Fixed Income, Portfolio Management, Equities, Investments, Hedge Funds, Valuation, Capital Markets, Asset Management, Trading, Alternative Investments, Securities, Financial Analysis, Finance
Education
Fordham Gabelli School of Business 2009 — 2011
M.B.A, Business Administration; Finance
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Finance
Zoi Capital, LLC November 2013 - Present
BMO Capital Markets July 2011 - February 2013
Morgan Stanley November 2006 - January 2010
Morgan Stanley May 2005 - August 2005
Skills
Fixed Income, Portfolio Management, Equities, Investments, Hedge Funds, Valuation, Capital Markets, Asset Management, Trading, Alternative Investments, Securities, Financial Analysis, Finance
Education
Fordham Gabelli School of Business 2009 — 2011
M.B.A, Business Administration; Finance
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Finance
Susan Ying Wang Susan Ying Wang's BMO Capital Markets Experience September 2011 - December 2011
Job Data Scientist at AIG
Industry Capital Markets
Experience
AIG July 2015 - Present
University of Waterloo May 2013 - August 2013
TD Securities January 2013 - April 2013
BMO Capital Markets September 2011 - December 2011
AIR MILES, LoyaltyOne January 2011 - April 2011
BlackBerry May 2010 - August 2010
Skills
Entrepreneurship, SQL, Leadership, SAS, Quantitative Finance, Quantitative Analytics, VBA, Bloomberg, R, Microsoft Excel, IRESS, Statistical Modeling, Python, MS Access, Matlab, Equities, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance (MFin)
Harvard Law School 2015 — 2015
Cross-registered Student
University of Waterloo 2009 — 2014
Bachelor of Mathematics (BMath)
AIG July 2015 - Present
University of Waterloo May 2013 - August 2013
TD Securities January 2013 - April 2013
BMO Capital Markets September 2011 - December 2011
AIR MILES, LoyaltyOne January 2011 - April 2011
BlackBerry May 2010 - August 2010
Skills
Entrepreneurship, SQL, Leadership, SAS, Quantitative Finance, Quantitative Analytics, VBA, Bloomberg, R, Microsoft Excel, IRESS, Statistical Modeling, Python, MS Access, Matlab, Equities, Public Speaking
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance (MFin)
Harvard Law School 2015 — 2015
Cross-registered Student
University of Waterloo 2009 — 2014
Bachelor of Mathematics (BMath)
Charles Steinman Charles Steinman's BMO Capital Markets Experience July 2013 - August 2014
Job Research Analyst at Boras Corporation
Industry Sports
Experience
Boras Corporation August 2014 - Present
BMO Capital Markets July 2013 - August 2014
Novahill Partners October 2012 - December 2012
Barclays Capital May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, Corporate Finance, Investment Banking, Financial Analysis
Education
Georgetown University 2009 — 2013
BS in Business Administration, Accounting/Finance
Chaminade High School 2006 — 2009
Boras Corporation August 2014 - Present
BMO Capital Markets July 2013 - August 2014
Novahill Partners October 2012 - December 2012
Barclays Capital May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, Corporate Finance, Investment Banking, Financial Analysis
Education
Georgetown University 2009 — 2013
BS in Business Administration, Accounting/Finance
Chaminade High School 2006 — 2009
William Schreier William Schreier's BMO Capital Markets Experience May 2005 - February 2012
Job Managing Director
Industry Financial Services
Experience
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Andrew S. Lazar Andrew S. Lazar's BMO Capital Markets Experience July 2011 - Present
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2011 - Present
Quadriserv March 2008 - July 2011
UBS Investment Bank 1996 - 2007
Smith Barney 1995 - 1996
Kidder Peabody 1992 - 1995
Westpac 1990 - 1991
IBJ 1988 - 1990
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Fixed Income, Equities, Derivatives, Trading, Capital Markets, Trading Systems, Electronic Trading, Bloomberg, Swaps, Equity Derivatives, Series 7, Securities, Vendor Management, Credit Derivatives, Options, Interest Rate...
Education
Regis University 2006 — 2007
MBA, Business Administration
Hofstra University
B.S., Computer Science
BMO Capital Markets July 2011 - Present
Quadriserv March 2008 - July 2011
UBS Investment Bank 1996 - 2007
Smith Barney 1995 - 1996
Kidder Peabody 1992 - 1995
Westpac 1990 - 1991
IBJ 1988 - 1990
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Fixed Income, Equities, Derivatives, Trading, Capital Markets, Trading Systems, Electronic Trading, Bloomberg, Swaps, Equity Derivatives, Series 7, Securities, Vendor Management, Credit Derivatives, Options, Interest Rate...
Education
Regis University 2006 — 2007
MBA, Business Administration
Hofstra University
B.S., Computer Science
Richard (Dick) Hurd Richard (Dick) Hurd's BMO Capital Markets Experience 2004 - 2010
Job Investments at Mayo Capital Partners
Industry Investment Banking
Experience
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Brad Simpson Brad Simpson's BMO Capital Markets Experience June 2012 - November 2013
Job Director at Barclays, A&D
Industry Oil & Energy
Experience
Barclays November 2013 - Present
BMO Capital Markets June 2012 - November 2013
Netherland Sewell and Associates May 2010 - June 2012
British Petroleum May 2009 - May 2010
BP Trinidad and Tobago May 2007 - May 2009
BP September 2000 - May 2007
BP December 1999 - September 2000
BP August 1998 - December 1999
Printpack, Inc. 1994 - 1998
Skills
Reservoir Simulation, Reservoir Engineering, Reserves, Petroleum Engineering, Petroleum, Reservoir Management, Upstream, Field Development, Aries, Well Testing, Energy, A&D, PHDWin, Business Development, Reserve Analysis, Petroleum Economics, Geophysics, Natural Gas, Energy Industry, Oil/Gas
Education
Georgia Institute of Technology 1993 — 1998
Bachelors, Chemical Engineering
Barclays November 2013 - Present
BMO Capital Markets June 2012 - November 2013
Netherland Sewell and Associates May 2010 - June 2012
British Petroleum May 2009 - May 2010
BP Trinidad and Tobago May 2007 - May 2009
BP September 2000 - May 2007
BP December 1999 - September 2000
BP August 1998 - December 1999
Printpack, Inc. 1994 - 1998
Skills
Reservoir Simulation, Reservoir Engineering, Reserves, Petroleum Engineering, Petroleum, Reservoir Management, Upstream, Field Development, Aries, Well Testing, Energy, A&D, PHDWin, Business Development, Reserve Analysis, Petroleum Economics, Geophysics, Natural Gas, Energy Industry, Oil/Gas
Education
Georgia Institute of Technology 1993 — 1998
Bachelors, Chemical Engineering
Francois Archambault Francois Archambault's BMO Capital Markets Experience November 2010 - Present
Job Director BMO Treasury & Payment Solutions
Industry Investment Banking
Experience
BMO Financial Group November 2013 - Present
BMO Capital Markets November 2010 - Present
BMO Capital Markets April 2005 - November 2010
BMO Capital Markets May 2003 - April 2005
Education
HEC Montréal
BMO Financial Group November 2013 - Present
BMO Capital Markets November 2010 - Present
BMO Capital Markets April 2005 - November 2010
BMO Capital Markets May 2003 - April 2005
Education
HEC Montréal
Farouq Tuweiq, CPA Farouq Tuweiq, CPA's BMO Capital Markets Experience July 2012 - Present
Job Associate Industrials at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2012 - Present
BMO Capital Markets June 2011 - August 2011
Schneider Electric April 2010 - August 2010
Ernst & Young September 2006 - August 2009
Skills
Corporate Finance, Due Diligence, Financial Modeling, Valuation, Financial Reporting, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Michigan State University - The Eli Broad College of Business 2005 — 2006
MS, Accounting
Michigan State University - The Eli Broad College of Business 2002 — 2005
BA, Finance
BMO Capital Markets July 2012 - Present
BMO Capital Markets June 2011 - August 2011
Schneider Electric April 2010 - August 2010
Ernst & Young September 2006 - August 2009
Skills
Corporate Finance, Due Diligence, Financial Modeling, Valuation, Financial Reporting, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Michigan State University - The Eli Broad College of Business 2005 — 2006
MS, Accounting
Michigan State University - The Eli Broad College of Business 2002 — 2005
BA, Finance
Savannah Kochinke Savannah Kochinke's BMO Capital Markets Experience June 2015 - August 2015
Job Student Athlete at Georgetown University
Industry Financial Services
Experience
The Hilltop MicroFinance Initiative October 2012 - Present
Georgetown University September 2012 - Present
BMO Capital Markets June 2015 - August 2015
U.S. House of Representatives July 2013 - August 2013
Skills
Spanish-speaking, Fundraising, Team Leadership, Grant Writing, Rowing, German, Political Science, Spanish, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Customer Service, International Relations, Communication, Community Outreach, International..., Economics
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), International Economics
The Lawrenceville School 2009 — 2012
High School
The Hilltop MicroFinance Initiative October 2012 - Present
Georgetown University September 2012 - Present
BMO Capital Markets June 2015 - August 2015
U.S. House of Representatives July 2013 - August 2013
Skills
Spanish-speaking, Fundraising, Team Leadership, Grant Writing, Rowing, German, Political Science, Spanish, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Customer Service, International Relations, Communication, Community Outreach, International..., Economics
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), International Economics
The Lawrenceville School 2009 — 2012
High School
Diana Cushing Diana Cushing's BMO Capital Markets Experience September 2013 - December 2013
Job Administrative Assistant at KingSett Capital
Industry Real Estate
Experience
KingSett Capital July 2015 - Present
Vector Aerospace March 2015 - July 2015
Verde Group May 2014 - December 2014
BMO Capital Markets September 2013 - December 2013
Kinross Gold Corporation June 2012 - September 2013
TD Securities - Trading Floor - FX Dept January 2009 - February 2012
Wachovia Capital Finance of Canada October 2007 - January 2009
Skills
Microsoft Office, Management
Education
George Brown College 2002 — 2005
Jewerllery Arts, Goldsmithing
Humber College 2001 — 2002
General Arts, Art/Art Studies, General
KingSett Capital July 2015 - Present
Vector Aerospace March 2015 - July 2015
Verde Group May 2014 - December 2014
BMO Capital Markets September 2013 - December 2013
Kinross Gold Corporation June 2012 - September 2013
TD Securities - Trading Floor - FX Dept January 2009 - February 2012
Wachovia Capital Finance of Canada October 2007 - January 2009
Skills
Microsoft Office, Management
Education
George Brown College 2002 — 2005
Jewerllery Arts, Goldsmithing
Humber College 2001 — 2002
General Arts, Art/Art Studies, General
David Truong, Pl.fin, CIWM, M.Fisc's BMO Capital Markets Experience 2005 - 2007
Job Senior Consultant, Private Wealth 1859 and National Bank Financial
Industry Banking
Experience
National Bank Financial May 2014 - Present
Chambre de la sécurité financière April 2013 - October 2014
National Bank of Canada April 2009 - May 2014
National Bank of Canada 2007 - 2009
BMO Capital Markets 2005 - 2007
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Strategic Financial..., Finance
Education
Université de Sherbrooke 2011 — 2013
Master's degree, Tax Law/Taxation
Canadian Securities Institute 2010 — 2013
Chartered Strategic Wealth Profesionnal (CSWP)
HEC Montréal
Certificate, Financial Planning
McGill University
Bachelor, Finance
National Bank Financial May 2014 - Present
Chambre de la sécurité financière April 2013 - October 2014
National Bank of Canada April 2009 - May 2014
National Bank of Canada 2007 - 2009
BMO Capital Markets 2005 - 2007
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Strategic Financial..., Finance
Education
Université de Sherbrooke 2011 — 2013
Master's degree, Tax Law/Taxation
Canadian Securities Institute 2010 — 2013
Chartered Strategic Wealth Profesionnal (CSWP)
HEC Montréal
Certificate, Financial Planning
McGill University
Bachelor, Finance
Jennifer Reynolds Jennifer Reynolds's BMO Capital Markets Experience 2000 - 2010
Job President & CEO at Women in Capital Markets
Industry Capital Markets
Experience
Canada Development Investment Corporation ("CDEV") July 2015 - Present
Women in Capital Markets April 2013 - Present
Stonecap Securities April 2012 - April 2013
OMERS Ventures December 2010 - April 2012
BMO Capital Markets 2000 - 2010
Skills
Corporate Finance, Valuation, Private Equity, Capital Markets, Venture Capital, Investment Banking, Corporate Development, LBO, Mergers, Due Diligence, IPO, M&A experience, Mergers & Acquisitions, Equities, Financial Modeling, Equity Research, Investments
Education
Harvard Business School 2014 — 2014
HBS Women's Leadership Forum, HBS Executive Education
McGill University 1996 — 1998
MBA, Finance
McGill University 1990 — 1994
Bacheler of Arts, Double Major - Economics & Political Science
Canada Development Investment Corporation ("CDEV") July 2015 - Present
Women in Capital Markets April 2013 - Present
Stonecap Securities April 2012 - April 2013
OMERS Ventures December 2010 - April 2012
BMO Capital Markets 2000 - 2010
Skills
Corporate Finance, Valuation, Private Equity, Capital Markets, Venture Capital, Investment Banking, Corporate Development, LBO, Mergers, Due Diligence, IPO, M&A experience, Mergers & Acquisitions, Equities, Financial Modeling, Equity Research, Investments
Education
Harvard Business School 2014 — 2014
HBS Women's Leadership Forum, HBS Executive Education
McGill University 1996 — 1998
MBA, Finance
McGill University 1990 — 1994
Bacheler of Arts, Double Major - Economics & Political Science
Benjamin Nicholson Benjamin Nicholson's BMO Capital Markets Experience March 2013 - March 2014
Job Investment Associate at Teachers' Private Capital
Industry Venture Capital & Private Equity
Experience
Teachers' Private Capital March 2014 - Present
BMO Capital Markets March 2013 - March 2014
CIBC World Markets August 2010 - February 2013
Full Cycle Energy Investment Management June 2009 - August 2009
College Pro Painters January 2007 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Mergers, Hedge Funds, M&A experience, Mergers & Acquisitions, Strategy
Education
Queen's University 2006 — 2010
Commerce, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Commerce, Finance, General
Teachers' Private Capital March 2014 - Present
BMO Capital Markets March 2013 - March 2014
CIBC World Markets August 2010 - February 2013
Full Cycle Energy Investment Management June 2009 - August 2009
College Pro Painters January 2007 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Mergers, Hedge Funds, M&A experience, Mergers & Acquisitions, Strategy
Education
Queen's University 2006 — 2010
Commerce, Finance, General
Hong Kong University of Science and Technology - School of Business and Management 2009 — 2009
Commerce, Finance, General
Thomas Yoon's BMO Capital Markets Experience July 2015 - Present
Job Associate, Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
Macquarie Group July 2012 - June 2015
Macquarie Group May 2011 - August 2011
Talisman Energy May 2010 - December 2010
National Investment Banking Competition October 2009 - January 2010
Education
The University of British Columbia 2007 — 2012
Bachelor of Commerce, Honours, Finance
HEC Paris 2012 — 2012
Grande Ecole Exchange
CFA Institute 2011 — 2011
CFA Level I
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
BMO Capital Markets July 2015 - Present
Macquarie Group July 2012 - June 2015
Macquarie Group May 2011 - August 2011
Talisman Energy May 2010 - December 2010
National Investment Banking Competition October 2009 - January 2010
Education
The University of British Columbia 2007 — 2012
Bachelor of Commerce, Honours, Finance
HEC Paris 2012 — 2012
Grande Ecole Exchange
CFA Institute 2011 — 2011
CFA Level I
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
Paul Rosica Paul Rosica's BMO Capital Markets Experience October 2011 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
Arpan Patel's BMO Capital Markets Experience July 2012 - December 2014
Job Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs January 2015 - Present
BMO Capital Markets July 2012 - December 2014
BMO Capital Markets June 2011 - August 2011
Sequential Capital Partners June 2010 - August 2010
Updata Partners October 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2008 — 2010
Bachelor of Science, Finance and Mathematics
Goldman Sachs January 2015 - Present
BMO Capital Markets July 2012 - December 2014
BMO Capital Markets June 2011 - August 2011
Sequential Capital Partners June 2010 - August 2010
Updata Partners October 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2008 — 2010
Bachelor of Science, Finance and Mathematics
Mark Decker Mark Decker's BMO Capital Markets Experience January 2014 - Present
Job Member Board of Directors at Jernigan Capital
Industry Investment Banking
Experience
Jernigan Capital 2015 - Present
BMO Capital Markets January 2014 - Present
Bank of Montreal September 2011 - January 2014
Morgan Keegan February 2011 - September 2011
Robert W. Baird May 2004 - February 2011
Ferris Baker Watts 2000 - 2004
Friedman Billings Ramsey & Company 1997 - 1999
National Association of Real Estate Investment Trusts 1985 - 1997
Pension Real Estate Association April 1985 - September 1990
Petroleum Marketer's Association of America 1981 - 1985
Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO
Education
George Mason University School of Law 1974 — 1977
Juris Doctor (J.D.)
Kent State University 1967 — 1972
BS, Education
Jernigan Capital 2015 - Present
BMO Capital Markets January 2014 - Present
Bank of Montreal September 2011 - January 2014
Morgan Keegan February 2011 - September 2011
Robert W. Baird May 2004 - February 2011
Ferris Baker Watts 2000 - 2004
Friedman Billings Ramsey & Company 1997 - 1999
National Association of Real Estate Investment Trusts 1985 - 1997
Pension Real Estate Association April 1985 - September 1990
Petroleum Marketer's Association of America 1981 - 1985
Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO
Education
George Mason University School of Law 1974 — 1977
Juris Doctor (J.D.)
Kent State University 1967 — 1972
BS, Education
Jean-Francois (Jeff) Benoit, CFA, MBA's BMO Capital Markets Experience December 2010 - October 2014
Job Director Corporate Finance at BMO Financial Group
Industry Banking
Experience
BMO Financial Group October 2014 - Present
BMO Capital Markets December 2010 - October 2014
CFA Institute December 2009 - June 2011
BMO Financial Group June 2009 - December 2010
Bank of Montreal August 2003 - August 2007
Universite de Sherbrooke April 2003 - August 2003
Skills
Commercial Banking, Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Banking, Mergers, Investment Banking, Capital Markets, Risk Management, Credit, Mergers & Acquisitions, Finance, Investments, Analysis, Financial Services, Financial Risk, Leadership, Due Diligence
Education
Fudan University 2007 — 2009
MBA, International MBA
IE (Instituto de Empresa) 2008 — 2008
MBA
Université de Sherbrooke 2000 — 2003
BAA, Business Administration, concentration in management
BMO Financial Group October 2014 - Present
BMO Capital Markets December 2010 - October 2014
CFA Institute December 2009 - June 2011
BMO Financial Group June 2009 - December 2010
Bank of Montreal August 2003 - August 2007
Universite de Sherbrooke April 2003 - August 2003
Skills
Commercial Banking, Entrepreneurship, Consulting, Financial Modeling, Financial Analysis, Corporate Finance, Banking, Mergers, Investment Banking, Capital Markets, Risk Management, Credit, Mergers & Acquisitions, Finance, Investments, Analysis, Financial Services, Financial Risk, Leadership, Due Diligence
Education
Fudan University 2007 — 2009
MBA, International MBA
IE (Instituto de Empresa) 2008 — 2008
MBA
Université de Sherbrooke 2000 — 2003
BAA, Business Administration, concentration in management
Maher Yaghi MSc., MBA, CPA, CMA, CFA, FRM Maher Yaghi MSc., MBA, CPA, CMA, CFA, FRM's BMO Capital Markets Experience 2004 - 2007
Job VP, Telecom, Media & Tech analyst at Desjardins Securities
Industry Financial Services
Experience
Desjardins Securities 2005 - Present
HEC Montreal January 2001 - Present
BMO capital markets 2004 - 2007
Standard Life Investments Inc. 2000 - 2004
Skills
Financial Modeling, Business Valuation, Research, Valuation, Capital Markets, Corporate Finance, Bloomberg, Equity Research, Investment Banking, Financial Analysis, Equities, Investments, Investment Strategies, Portfolio Management, Financial Markets, Derivatives, Alternative Investments
Education
Université de Montréal - HEC Montréal 1999 — 2002
MSc. Finance
McGill University 1995 — 1998
Bsc.
Desjardins Securities 2005 - Present
HEC Montreal January 2001 - Present
BMO capital markets 2004 - 2007
Standard Life Investments Inc. 2000 - 2004
Skills
Financial Modeling, Business Valuation, Research, Valuation, Capital Markets, Corporate Finance, Bloomberg, Equity Research, Investment Banking, Financial Analysis, Equities, Investments, Investment Strategies, Portfolio Management, Financial Markets, Derivatives, Alternative Investments
Education
Université de Montréal - HEC Montréal 1999 — 2002
MSc. Finance
McGill University 1995 — 1998
Bsc.
Yasir Majid Yasir Majid's BMO Capital Markets Experience January 2014 - November 2014
Job Senior Manager Operations
Industry Education Management
Experience
Students Solution Educational Services Limited November 2002 - Present
BMO Capital Markets January 2014 - November 2014
TD Auto Finance March 2012 - October 2012
HSBC Securities (Canada) Inc July 2007 - November 2009
Skills
Business Analysis, Project Management, Risk Management, Strategic Planning, Team Leadership, International Marketing, Business Strategy, Budgets, Sales, Banking, Training, Market Research, Team Management, Recruiting, Management, Finance, Analysis, Marketing, Financial Analysis
Education
University of Sunderland 2001 — 2003
MSc, Information Systems
Hamdard University 1997 — 1999
MBA, Management
Students Solution Educational Services Limited November 2002 - Present
BMO Capital Markets January 2014 - November 2014
TD Auto Finance March 2012 - October 2012
HSBC Securities (Canada) Inc July 2007 - November 2009
Skills
Business Analysis, Project Management, Risk Management, Strategic Planning, Team Leadership, International Marketing, Business Strategy, Budgets, Sales, Banking, Training, Market Research, Team Management, Recruiting, Management, Finance, Analysis, Marketing, Financial Analysis
Education
University of Sunderland 2001 — 2003
MSc, Information Systems
Hamdard University 1997 — 1999
MBA, Management
Madan Somasundaram Madan Somasundaram's BMO Capital Markets Experience May 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2012 - July 2014
McGill Investment Club April 2010 - May 2011
Wharton Business School and McGill University September 2008 - May 2011
BMO Capital Markets May 2010 - August 2010
Scholar Athlete Academy January 2010 - May 2010
Pannell Kerr Forster East Africa May 2009 - July 2009
UNICEF Kenya December 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Analysis, Accounting, Analysis, Business Valuation, Bloomberg Terminal, Entrepreneurship, Finance, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
McGill University 2008 — 2011
Bachelor's of Commerce, Major in Finance
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor's of Commerce, Finance and Accounting
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2012 - July 2014
McGill Investment Club April 2010 - May 2011
Wharton Business School and McGill University September 2008 - May 2011
BMO Capital Markets May 2010 - August 2010
Scholar Athlete Academy January 2010 - May 2010
Pannell Kerr Forster East Africa May 2009 - July 2009
UNICEF Kenya December 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Analysis, Accounting, Analysis, Business Valuation, Bloomberg Terminal, Entrepreneurship, Finance, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
McGill University 2008 — 2011
Bachelor's of Commerce, Major in Finance
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor's of Commerce, Finance and Accounting
Eva Ivacekova, MBA's BMO Capital Markets Experience February 2014 - Present
Job US Brokerage Operations at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2014 - Present
Barclays Investment Bank August 2013 - February 2014
HedgeServ October 2012 - June 2013
Goldman Sachs September 2010 - October 2012
Goldman Sachs February 2008 - August 2010
Skills
Investor Relations, Fund Administration, Financial Analysis, Investments, Due Diligence, Market Research, Derivatives, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Finance & Marketing
Salisbury University 2004 — 2007
Bachelor of Science (BS), Finance
BMO Capital Markets February 2014 - Present
Barclays Investment Bank August 2013 - February 2014
HedgeServ October 2012 - June 2013
Goldman Sachs September 2010 - October 2012
Goldman Sachs February 2008 - August 2010
Skills
Investor Relations, Fund Administration, Financial Analysis, Investments, Due Diligence, Market Research, Derivatives, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equities, Fixed Income, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
MBA, Finance & Marketing
Salisbury University 2004 — 2007
Bachelor of Science (BS), Finance
Kevin Gens Kevin Gens's BMO Capital Markets Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at BMO Capital Markets
Industry
Experience
BMO Capital Markets June 2015 - August 2015
Skills
Microsoft Excel, Stata, R, Microsoft Office, PowerPoint, Python, Minitab, LaTeX
Education
Hamilton College 2013 — 2016
Mathematics and Economics
Boston College High School 2009 — 2013
BMO Capital Markets June 2015 - August 2015
Skills
Microsoft Excel, Stata, R, Microsoft Office, PowerPoint, Python, Minitab, LaTeX
Education
Hamilton College 2013 — 2016
Mathematics and Economics
Boston College High School 2009 — 2013
Anoop Dogra's BMO Capital Markets Experience December 2010 - Present
Job Director, Global Structured Products at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2010 - Present
Blake, Cassels & Graydon LLP 2004 - December 2010
Blake, Cassels & Graydon LLP 1997 - 2004
Skills
Securities Regulation, Mergers & Acquisitions, Capital Markets, Equities, Private Equity, Corporate Governance, M&A experience, Corporate Finance, IPO, Securities, Venture Capital, Due Diligence
Education
Western University 1992 — 1995
LL.B, Law
Saint Mary's University 1989 — 1991
MBA
Guru Nanak Dev University 1985 — 1987
B.Com.
BMO Capital Markets December 2010 - Present
Blake, Cassels & Graydon LLP 2004 - December 2010
Blake, Cassels & Graydon LLP 1997 - 2004
Skills
Securities Regulation, Mergers & Acquisitions, Capital Markets, Equities, Private Equity, Corporate Governance, M&A experience, Corporate Finance, IPO, Securities, Venture Capital, Due Diligence
Education
Western University 1992 — 1995
LL.B, Law
Saint Mary's University 1989 — 1991
MBA
Guru Nanak Dev University 1985 — 1987
B.Com.
Aaron Fant Aaron Fant's BMO Capital Markets Experience June 2014 - August 2014
Job GTP Analyst at UBS
Industry Financial Services
Experience
BMO Capital Markets June 2014 - August 2014
Education
Franklin & Marshall College 2011 — 2015
B.A. in Business, Organizations & Society
BMO Capital Markets June 2014 - August 2014
Education
Franklin & Marshall College 2011 — 2015
B.A. in Business, Organizations & Society
Manish Lahori Manish Lahori's BMO Capital Markets Experience May 2015 - Present
Job Quality Control Team Leader AML Financial Intelligence Unit, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2015 - Present
BMO Capital Markets December 2013 - May 2015
TD Wealth Management December 2011 - November 2013
Microsoft Corporation August 2009 - July 2011
IBM Global Process Services April 2007 - July 2009
Skills
Team Management, Leadership, Customer Service, Teamwork, Business Analysis, Vendor Management, Analysis, Team Leadership, Requirements Analysis, CRM, Management, Banking, Market Research, Data Analysis, Microsoft Office, Business Process..., Business Process, Strategy, Business Development, Finance, Project Management, Financial Analysis, Financial Services
Education
George Brown College 2012 — 2013
Post Graduate Diploma, Entrepreneurial and Small Business Operations
George Brown College 2011 — 2012
Post Graduate Diploma, Marketing Management - Financial Services
Symbiosis institute of Management Studies 2009 — 2011
MBA - Finance Management, First Class with Honors
University of Pune 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
BMO Capital Markets May 2015 - Present
BMO Capital Markets December 2013 - May 2015
TD Wealth Management December 2011 - November 2013
Microsoft Corporation August 2009 - July 2011
IBM Global Process Services April 2007 - July 2009
Skills
Team Management, Leadership, Customer Service, Teamwork, Business Analysis, Vendor Management, Analysis, Team Leadership, Requirements Analysis, CRM, Management, Banking, Market Research, Data Analysis, Microsoft Office, Business Process..., Business Process, Strategy, Business Development, Finance, Project Management, Financial Analysis, Financial Services
Education
George Brown College 2012 — 2013
Post Graduate Diploma, Entrepreneurial and Small Business Operations
George Brown College 2011 — 2012
Post Graduate Diploma, Marketing Management - Financial Services
Symbiosis institute of Management Studies 2009 — 2011
MBA - Finance Management, First Class with Honors
University of Pune 2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance
Heather Chu Heather Chu's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
KCG Holdings, Inc. June 2014 - August 2014
Funding Profiles May 2013 - August 2013
Georgetown University August 2012 - May 2013
Thomson Reuters June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Operations and Information Management
Universidad Pontificia Comillas
International Finance, Economics
BMO Capital Markets July 2015 - Present
KCG Holdings, Inc. June 2014 - August 2014
Funding Profiles May 2013 - August 2013
Georgetown University August 2012 - May 2013
Thomson Reuters June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Operations and Information Management
Universidad Pontificia Comillas
International Finance, Economics
Kevin Windorf's BMO Capital Markets Experience July 2003 - June 2010
Job CEO, Financial Communications Society
Industry Marketing and Advertising
Experience
Financial Communications Society September 2015 - Present
Independent Consulting July 2014 - Present
Financial Communications Society January 2005 - August 2015
IMRE July 2013 - June 2014
CNBC (NBC Universal) June 2010 - July 2013
BMO Capital Markets July 2003 - June 2010
Gerard Klauer Mattison (GKM) July 2000 - July 2003
Deutsche Bank August 1999 - July 2000
Chase Manhattan Bank (formerly Chemical Bank) 1979 - 1999
Skills
Digital Media, Marketing Communications, Advertising, Media Relations, Public Relations, Integrated Marketing, Online Advertising, Marketing, Strategic Communications, Marketing Strategy, Product Marketing, Strategy, Digital Marketing, Digital Strategy, Leadership, Social Media, Brand Development, Social Media Marketing, Internal Communications, Corporate Communications, Strategic Leadership, Sponsorship, Management, Strategic Partnerships, Content Development, Corporate Branding, Financial Communications
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Marketing and Management
Fordham University 1979 — 1983
BA, Communications
Xaverian High School
Financial Communications Society September 2015 - Present
Independent Consulting July 2014 - Present
Financial Communications Society January 2005 - August 2015
IMRE July 2013 - June 2014
CNBC (NBC Universal) June 2010 - July 2013
BMO Capital Markets July 2003 - June 2010
Gerard Klauer Mattison (GKM) July 2000 - July 2003
Deutsche Bank August 1999 - July 2000
Chase Manhattan Bank (formerly Chemical Bank) 1979 - 1999
Skills
Digital Media, Marketing Communications, Advertising, Media Relations, Public Relations, Integrated Marketing, Online Advertising, Marketing, Strategic Communications, Marketing Strategy, Product Marketing, Strategy, Digital Marketing, Digital Strategy, Leadership, Social Media, Brand Development, Social Media Marketing, Internal Communications, Corporate Communications, Strategic Leadership, Sponsorship, Management, Strategic Partnerships, Content Development, Corporate Branding, Financial Communications
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Marketing and Management
Fordham University 1979 — 1983
BA, Communications
Xaverian High School
Antonio Fazio Antonio Fazio's BMO Capital Markets Experience June 2015 - August 2015
Job Investment Banking Summer Associate Energy Group at BMO Capital Markets
Industry Oil & Energy
Experience
BMO Capital Markets June 2015 - August 2015
MakerSquare April 2014 - July 2014
TASER International October 2013 - April 2014
TASER International July 2011 - April 2014
TASER International July 2012 - October 2013
TASER International July 2011 - July 2012
Macquarie Group June 2010 - August 2010
Skills
Pragmatic Marketing..., Six Sigma
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Energy Finance
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
BMO Capital Markets June 2015 - August 2015
MakerSquare April 2014 - July 2014
TASER International October 2013 - April 2014
TASER International July 2011 - April 2014
TASER International July 2012 - October 2013
TASER International July 2011 - July 2012
Macquarie Group June 2010 - August 2010
Skills
Pragmatic Marketing..., Six Sigma
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Energy Finance
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Sean Hayes Sean Hayes's BMO Capital Markets Experience May 2014 - Present
Job Vice President, SSA Origination & Syndicate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2014 - Present
HSBC October 2013 - April 2014
RBS Markets and International Banking November 2011 - October 2013
RBS Markets and International Banking August 2010 - November 2011
ESPN August 2009 - September 2009
CBS Interactive June 2009 - August 2009
CBS College Sports Network June 2008 - August 2008
Skills
Sales, Marketing, Advertising, Bloomberg, Investment Banking, Capital Markets, Syndicate, Fixed Income, Bonds, Corporates, Portfolio Management, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance, Marketing
Cape Fear Academy 2002 — 2006
High School Diploma
BMO Capital Markets May 2014 - Present
HSBC October 2013 - April 2014
RBS Markets and International Banking November 2011 - October 2013
RBS Markets and International Banking August 2010 - November 2011
ESPN August 2009 - September 2009
CBS Interactive June 2009 - August 2009
CBS College Sports Network June 2008 - August 2008
Skills
Sales, Marketing, Advertising, Bloomberg, Investment Banking, Capital Markets, Syndicate, Fixed Income, Bonds, Corporates, Portfolio Management, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance, Marketing
Cape Fear Academy 2002 — 2006
High School Diploma
Eileen Connors Eileen Connors's BMO Capital Markets Experience August 2014 - Present
Job Equity Syndicate Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2014 - Present
BMO Capital Markets July 2013 - Present
Inter American Defense Board October 2011 - May 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Bloomberg, Thomson One, French, Timeslips, TimeMatters, Legal Precision...
Education
Georgetown University 2009 — 2013
BSFS, International Politics with a Concentration in Security Studies
Stuyvesant High School 2005 — 2009
BMO Capital Markets August 2014 - Present
BMO Capital Markets July 2013 - Present
Inter American Defense Board October 2011 - May 2013
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Skills
Bloomberg, Thomson One, French, Timeslips, TimeMatters, Legal Precision...
Education
Georgetown University 2009 — 2013
BSFS, International Politics with a Concentration in Security Studies
Stuyvesant High School 2005 — 2009
Austin Mead Austin Mead's BMO Capital Markets Experience August 2015 - Present
Job Trade Floor Supervision at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2015 - Present
USA Financial June 2014 - July 2015
Douglas J Aveda Institutes & Salons May 2013 - May 2014
Douglas J Aveda Institute January 2012 - May 2013
FASTSIGNS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Time Management, Teamwork, Accounting, Leadership, Outlook, Public Speaking, Data Analysis, QuickBooks, Sales, Social Media, Marketing, Social Networking, Data Entry, Economics, Financial Services
Education
Michigan State University 2011 — 2014
Bachelor of Arts (BA), Economics and Business Cognate
Grand Rapids Community College 2010 — 2011
Grand Rapids Catholic Central 2007 — 2010
BMO Capital Markets August 2015 - Present
USA Financial June 2014 - July 2015
Douglas J Aveda Institutes & Salons May 2013 - May 2014
Douglas J Aveda Institute January 2012 - May 2013
FASTSIGNS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Time Management, Teamwork, Accounting, Leadership, Outlook, Public Speaking, Data Analysis, QuickBooks, Sales, Social Media, Marketing, Social Networking, Data Entry, Economics, Financial Services
Education
Michigan State University 2011 — 2014
Bachelor of Arts (BA), Economics and Business Cognate
Grand Rapids Community College 2010 — 2011
Grand Rapids Catholic Central 2007 — 2010
Melissa-May Rougier, MBA's BMO Capital Markets Experience September 2014 - Present
Job Professional Development Manager at BMO Capital Markets
Industry Management Consulting
Experience
BMO Capital Markets September 2014 - Present
BMO Capital Markets 2014 - 2015
EF Education First June 2012 - September 2014
Catalyst Inc. March 2013 - February 2014
Griffith University February 2010 - December 2011
Australasia Campuses Towards Sustainability (ACTS Inc.) July 2011 - October 2011
University of Stellenbosch February 2011 - February 2011
Jump Bunch September 2006 - January 2010
Century 21 March 2006 - January 2010
Envestus Corporation October 2002 - March 2006
Skills
Sustainability, Organizational..., Sustainable Development, Policy, Negotiation, Business Planning, Public Speaking, Event Planning, Leadership, Environmental..., Workshops, Research, Non-profits, Customer Service, Event Management, Training, Strategic Planning, Management, Marketing, Nonprofits, Strategy, Public Relations, Analysis, Business Development, Business Strategy, Social Media
Education
Griffith University, Gold Coast 2010 — 2012
2011International MBA with Honours, MBA International business
Griffith University 2010 — 2011
Master in Business Administration (Honours) International, General Management, CSR and Sustainability
Griffith University, Gold Coast 2010 — 2011
2011International MBA with Honours, Business Development, Sustainability and International Business Management
University of Windsor 1997 — 2000
Bachelor of Science, Communications
BMO Capital Markets September 2014 - Present
BMO Capital Markets 2014 - 2015
EF Education First June 2012 - September 2014
Catalyst Inc. March 2013 - February 2014
Griffith University February 2010 - December 2011
Australasia Campuses Towards Sustainability (ACTS Inc.) July 2011 - October 2011
University of Stellenbosch February 2011 - February 2011
Jump Bunch September 2006 - January 2010
Century 21 March 2006 - January 2010
Envestus Corporation October 2002 - March 2006
Skills
Sustainability, Organizational..., Sustainable Development, Policy, Negotiation, Business Planning, Public Speaking, Event Planning, Leadership, Environmental..., Workshops, Research, Non-profits, Customer Service, Event Management, Training, Strategic Planning, Management, Marketing, Nonprofits, Strategy, Public Relations, Analysis, Business Development, Business Strategy, Social Media
Education
Griffith University, Gold Coast 2010 — 2012
2011International MBA with Honours, MBA International business
Griffith University 2010 — 2011
Master in Business Administration (Honours) International, General Management, CSR and Sustainability
Griffith University, Gold Coast 2010 — 2011
2011International MBA with Honours, Business Development, Sustainability and International Business Management
University of Windsor 1997 — 2000
Bachelor of Science, Communications
Patrick Rau, CFA Patrick Rau, CFA's BMO Capital Markets Experience March 2004 - March 2006
Job Director of Strategy & Research at Intelligence Press, Inc. (a.k.a. Natural Gas Intelligence)
Industry Oil & Energy
Experience
Intelligence Press / Natural Gas Intelligence (NGI) March 2010 - Present
Self Employed Equity Research Analyst / Consultant April 2008 - February 2010
Briarcliff Capital April 2007 - April 2008
BMO Capital Markets March 2004 - March 2006
Harris Nesbitt July 2002 - March 2004
ABN AMRO Bank N.V. May 2000 - March 2002
Hess Corporation August 1998 - May 2000
Skills
Financial Modeling, Equity Valuation, Stock Picking, Technical Analysis, Regression Analysis, Equity Research, Valuation, Equities, Bloomberg, Capital Markets, Investment Banking, Investments, Hedge Funds, Asset Managment, Corporate Finance, Portfolio Management, Trading, Derivatives, Financial Analysis, DCF, Finance, Options, Asset Management, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
The College of William and Mary 1986 — 1990
Bachelor of Arts (B.A.), Economics
Intelligence Press / Natural Gas Intelligence (NGI) March 2010 - Present
Self Employed Equity Research Analyst / Consultant April 2008 - February 2010
Briarcliff Capital April 2007 - April 2008
BMO Capital Markets March 2004 - March 2006
Harris Nesbitt July 2002 - March 2004
ABN AMRO Bank N.V. May 2000 - March 2002
Hess Corporation August 1998 - May 2000
Skills
Financial Modeling, Equity Valuation, Stock Picking, Technical Analysis, Regression Analysis, Equity Research, Valuation, Equities, Bloomberg, Capital Markets, Investment Banking, Investments, Hedge Funds, Asset Managment, Corporate Finance, Portfolio Management, Trading, Derivatives, Financial Analysis, DCF, Finance, Options, Asset Management, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
The College of William and Mary 1986 — 1990
Bachelor of Arts (B.A.), Economics
Fred Mifflin Fred Mifflin's BMO Capital Markets Experience 2005 - 2006
Job Vice Chairman at Blair Franklin Capital Partners
Industry Investment Banking
Experience
Blair Franklin Capital Partners 2007 - Present
Altius Minerals 2005 - Present
BMO Capital Markets 2005 - 2006
INSEAD 2004 - 2005
BMO Capital Markets 2001 - 2005
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1991 - 1997
Skills
Mergers, Corporate Finance, Investment Banking, Corporate Governance, Strategy, Management, Business Strategy, Investments, Portfolio Management, Bloomberg, Capital Markets, Private Equity, Management Consulting, Strategic Planning, Mergers & Acquisitions, Executive Management, Risk Management, Asset Management, Leadership, Change Management, Start-ups, Business Planning, Financial Services, Securities
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Queen's University 1978 — 1981
BComm, Finance & Economics
Harvard Business School
AMP
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
Blair Franklin Capital Partners 2007 - Present
Altius Minerals 2005 - Present
BMO Capital Markets 2005 - 2006
INSEAD 2004 - 2005
BMO Capital Markets 2001 - 2005
BMO Nesbitt Burns 1997 - 2001
BMO Nesbitt Burns 1991 - 1997
Skills
Mergers, Corporate Finance, Investment Banking, Corporate Governance, Strategy, Management, Business Strategy, Investments, Portfolio Management, Bloomberg, Capital Markets, Private Equity, Management Consulting, Strategic Planning, Mergers & Acquisitions, Executive Management, Risk Management, Asset Management, Leadership, Change Management, Start-ups, Business Planning, Financial Services, Securities
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Queen's University 1978 — 1981
BComm, Finance & Economics
Harvard Business School
AMP
University of Toronto - Rotman School of Management
ICD.D, Corporate Governance
Arash Moghani, MBA's BMO Capital Markets Experience March 2014 - Present
Job BMO Capital Markets
Industry Management Consulting
Experience
BMO Capital Markets March 2014 - Present
Deloitte July 2011 - February 2014
Medgate March 2008 - August 2009
Skills
Disruptive Technologies, Project Implementation, Software Development..., SDLC, Market Research, Telecommunication..., Video Game Industry, Strategy Development, Social Networking, Negotiation, Technology Integration, SAP, Strategy, Telecommunications, Project Planning, Management, Project Management, Business Analysis, Business Process, Gaming Industry
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2011
MBA, Finance
University of Toronto 2003 — 2008
HBA, Digital Enterprise Management
BMO Capital Markets March 2014 - Present
Deloitte July 2011 - February 2014
Medgate March 2008 - August 2009
Skills
Disruptive Technologies, Project Implementation, Software Development..., SDLC, Market Research, Telecommunication..., Video Game Industry, Strategy Development, Social Networking, Negotiation, Technology Integration, SAP, Strategy, Telecommunications, Project Planning, Management, Project Management, Business Analysis, Business Process, Gaming Industry
Education
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2011
MBA, Finance
University of Toronto 2003 — 2008
HBA, Digital Enterprise Management
Zack Shah Zack Shah's BMO Capital Markets Experience June 2007 - June 2012
Job Senior Education Services & Technology Investment Banker
Industry Financial Services
Experience
Lazard July 2012 - Present
BMO Capital Markets June 2007 - June 2012
Bank of America Merrill Lynch (f/k/a BAS) 2005 - 2007
Wells Fargo (f/k/a Wachovia Securities) 2003 - 2005
Education
Harvard University 2012 — 2013
Master of Public Administration (MPA)
University of Chicago 2001 — 2003
Master of Business Administration (MBA)
Lazard July 2012 - Present
BMO Capital Markets June 2007 - June 2012
Bank of America Merrill Lynch (f/k/a BAS) 2005 - 2007
Wells Fargo (f/k/a Wachovia Securities) 2003 - 2005
Education
Harvard University 2012 — 2013
Master of Public Administration (MPA)
University of Chicago 2001 — 2003
Master of Business Administration (MBA)
Matthew Lagace, CFA's BMO Capital Markets Experience November 2011 - Present
Job Associate, Corporate Banking at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2011 - Present
GE Capital July 2010 - November 2011
GE Capital September 2008 - June 2010
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Capital Markets, Banking, Credit, Finance, Valuation, Due Diligence, Fixed Income, Credit Risk, Risk Management, Private Equity, Financial Services
Education
Harvard College 2004 — 2008
A.B., Economics
CFA Institute
BMO Capital Markets November 2011 - Present
GE Capital July 2010 - November 2011
GE Capital September 2008 - June 2010
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Capital Markets, Banking, Credit, Finance, Valuation, Due Diligence, Fixed Income, Credit Risk, Risk Management, Private Equity, Financial Services
Education
Harvard College 2004 — 2008
A.B., Economics
CFA Institute
Kristen Tracy Kristen Tracy's BMO Capital Markets Experience July 2010 - Present
Job Institutional Equity Sales, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2010 - Present
Hudson Valley Renegades May 2007 - September 2007
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Derivatives, Financial Markets, Trading, Investments, Series 7, Series 63
Education
Franklin Pierce University 2006 — 2010
Bachelor's Degree, Finance, General
BMO Capital Markets July 2010 - Present
Hudson Valley Renegades May 2007 - September 2007
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Derivatives, Financial Markets, Trading, Investments, Series 7, Series 63
Education
Franklin Pierce University 2006 — 2010
Bachelor's Degree, Finance, General
Arman Kamran, PMP, CFA, ITIL, MBA, FRM's BMO Capital Markets Experience February 2012 - November 2012
Job Sr Project Manager at TD
Industry Financial Services
Experience
TD October 2013 - Present
Royal Persicus Consulting Co. June 2003 - Present
RBC November 2012 - October 2013
BMO Capital Markets February 2012 - November 2012
Scotiabank - Scotia Capital June 2011 - February 2012
Ministry of Health and Long-Term Care March 2011 - June 2011
Ministry of Government Services September 2010 - March 2011
RBC Dominion Securities / RBC Capital Markets October 2009 - September 2010
AT&T November 2008 - October 2009
Symcor (owned by RBC, TD and BMO) April 2008 - November 2008
Skills
Requirements Analysis, SDLC, Project Portfolio..., PMO, PMP, Capital Markets, Trading Systems, Regulatory Projects, Software Development, Project Planning, Business Analysis, Risk Management, Project Management, Software Project..., Agile Methodologies, SOA, Team Leadership, Integration, Business Requirements, Cross-functional Team..., ITIL, Internet Banking, Vendor Management, Dodd-Frank, User Acceptance Testing, Portfolio Management, Project Delivery, Financial Risk, IT Strategy, Banking, Management, Requirements Gathering, Wealth Management, Business Process, Scrum, Analysis, FFIEC, Business Process..., Derivatives, Online Banking, Databases, Leadership, ERP, ERP Implementations, CRM Integration, Microsoft Dynamics, Salesforce.com, Cloud Computing, Security, Data Warehousing
Education
Harvard University 2014 — 2015
Post-grad continuing education, Advance Statistics for Life Sciences
Harvard University 2013 — 2014
Post-grad continuing education
Harvard University 2013 — 2013
Post-grad continuing education
Massachusetts Institute of Technology 2013 — 2013
Post-Grad continuing education
Massachusetts Institute of Technology 2013 — 2013
Post-Grad continuing education
RBC Training Centre 2012 — 2013
Certificate in Anti Money Laundering and Anti Terrorism Financing
BMO Training Campus 2012 — 2012
Certificate in Fraud Prevention
Dodd-Frank Act Compliance 2011 — 2011
ScotiaCapital
ITIL 2011 — 2011
ITIL v3 Foundation
Project Management Institute 2008 — 2008
PMP
TD October 2013 - Present
Royal Persicus Consulting Co. June 2003 - Present
RBC November 2012 - October 2013
BMO Capital Markets February 2012 - November 2012
Scotiabank - Scotia Capital June 2011 - February 2012
Ministry of Health and Long-Term Care March 2011 - June 2011
Ministry of Government Services September 2010 - March 2011
RBC Dominion Securities / RBC Capital Markets October 2009 - September 2010
AT&T November 2008 - October 2009
Symcor (owned by RBC, TD and BMO) April 2008 - November 2008
Skills
Requirements Analysis, SDLC, Project Portfolio..., PMO, PMP, Capital Markets, Trading Systems, Regulatory Projects, Software Development, Project Planning, Business Analysis, Risk Management, Project Management, Software Project..., Agile Methodologies, SOA, Team Leadership, Integration, Business Requirements, Cross-functional Team..., ITIL, Internet Banking, Vendor Management, Dodd-Frank, User Acceptance Testing, Portfolio Management, Project Delivery, Financial Risk, IT Strategy, Banking, Management, Requirements Gathering, Wealth Management, Business Process, Scrum, Analysis, FFIEC, Business Process..., Derivatives, Online Banking, Databases, Leadership, ERP, ERP Implementations, CRM Integration, Microsoft Dynamics, Salesforce.com, Cloud Computing, Security, Data Warehousing
Education
Harvard University 2014 — 2015
Post-grad continuing education, Advance Statistics for Life Sciences
Harvard University 2013 — 2014
Post-grad continuing education
Harvard University 2013 — 2013
Post-grad continuing education
Massachusetts Institute of Technology 2013 — 2013
Post-Grad continuing education
Massachusetts Institute of Technology 2013 — 2013
Post-Grad continuing education
RBC Training Centre 2012 — 2013
Certificate in Anti Money Laundering and Anti Terrorism Financing
BMO Training Campus 2012 — 2012
Certificate in Fraud Prevention
Dodd-Frank Act Compliance 2011 — 2011
ScotiaCapital
ITIL 2011 — 2011
ITIL v3 Foundation
Project Management Institute 2008 — 2008
PMP
Alex Farberov's BMO Capital Markets Experience January 2010 - Present
Job VP at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2010 - Present
RBC Capital Markets October 2009 - January 2010
TD Securities June 2007 - October 2009
Algorithmics September 2004 - June 2007
SonicBoomerang June 2003 - September 2004
Amdocs July 2000 - April 2002
Skills
Derivatives, Capital Markets, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Equities, Trading Systems, Business Analysis, Financial Risk
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
7City 2012 — 2012
CQF
University of Toronto - University College 2000 — 2003
Hon. B.Sc.
Ha'Universita Ha'Petuha
BMO Capital Markets January 2010 - Present
RBC Capital Markets October 2009 - January 2010
TD Securities June 2007 - October 2009
Algorithmics September 2004 - June 2007
SonicBoomerang June 2003 - September 2004
Amdocs July 2000 - April 2002
Skills
Derivatives, Capital Markets, Financial Modeling, Fixed Income, Risk Management, Portfolio Management, Equities, Trading Systems, Business Analysis, Financial Risk
Education
University of Toronto - Rotman School of Management 2008 — 2010
Master of Finance
7City 2012 — 2012
CQF
University of Toronto - University College 2000 — 2003
Hon. B.Sc.
Ha'Universita Ha'Petuha
JOHN DILLON's BMO Capital Markets Experience 1995 - 2011
Job Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank 2012 - Present
BMO Capital Markets 1995 - 2011
Continental Bank 1986 - 1995
US Department of the Navy, Space & Naval Warfare Systems Command 1983 - 1985
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Capital Markets, Structured Finance, Financial Analysis, LBO, Portfolio Management, Investment Banking, Capital Structure, Financial Modeling, Fixed Income, Credit Analysis, Business Development, Program Management, Asset Management, Valuation, Treasury Management, Finance, Business Acquisition..., Leveraged Lending, Cash Flow Lending, Financial Markets, Mergers, Financial Statement..., Senior Debt
Education
The University of Chicago
MBA, Finance
Marquette University 1978 — 1983
BS, Economics, German
Ruprecht-Karls-Universität Heidelberg 1980 — 1981
Zertifikat für Deutsch als Fremdsprache, Germanistik
Thomas S. Wootton High School 1974 — 1978
BMO Harris Bank 2012 - Present
BMO Capital Markets 1995 - 2011
Continental Bank 1986 - 1995
US Department of the Navy, Space & Naval Warfare Systems Command 1983 - 1985
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Capital Markets, Structured Finance, Financial Analysis, LBO, Portfolio Management, Investment Banking, Capital Structure, Financial Modeling, Fixed Income, Credit Analysis, Business Development, Program Management, Asset Management, Valuation, Treasury Management, Finance, Business Acquisition..., Leveraged Lending, Cash Flow Lending, Financial Markets, Mergers, Financial Statement..., Senior Debt
Education
The University of Chicago
MBA, Finance
Marquette University 1978 — 1983
BS, Economics, German
Ruprecht-Karls-Universität Heidelberg 1980 — 1981
Zertifikat für Deutsch als Fremdsprache, Germanistik
Thomas S. Wootton High School 1974 — 1978
Rob Harland's BMO Capital Markets Experience June 2009 - Present
Job Compliance at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2009 - Present
Bank of America January 2008 - June 2009
Deloitte 2004 - 2008
Education
Griffith University
University of Guelph
BMO Capital Markets June 2009 - Present
Bank of America January 2008 - June 2009
Deloitte 2004 - 2008
Education
Griffith University
University of Guelph
Greg Darnall's BMO Capital Markets Experience December 2004 - July 2011
Job Director at CLSA
Industry Financial Services
Experience
CLSA Americas January 2015 - Present
MKM Partners June 2012 - January 2015
BMO Capital Markets December 2004 - July 2011
Fulcrum Global Partners June 2002 - December 2004
Goldman Sachs March 2000 - May 2002
Education
University of Massachusetts, Amherst 2009 — 2013
Master of Business Administration (MBA), Finance, General
Hamilton College 1994 — 1997
Bachelor of Arts (B.A.)
CLSA Americas January 2015 - Present
MKM Partners June 2012 - January 2015
BMO Capital Markets December 2004 - July 2011
Fulcrum Global Partners June 2002 - December 2004
Goldman Sachs March 2000 - May 2002
Education
University of Massachusetts, Amherst 2009 — 2013
Master of Business Administration (MBA), Finance, General
Hamilton College 1994 — 1997
Bachelor of Arts (B.A.)
Tom Shumaker's BMO Capital Markets Experience August 2009 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
Corbin Butcher's BMO Capital Markets Experience June 2013 - March 2015
Job Restructuring and Turnaround at Zolfo Cooper
Industry Investment Banking
Experience
Zolfo Cooper March 2015 - Present
BMO Capital Markets June 2013 - March 2015
U.S. Department of State (MCESG) May 2009 - July 2011
United States Marine Corps June 2008 - May 2009
United States Marine Corps July 2006 - June 2008
Skills
Leadership, Mergers & Acquisitions, Operational Planning, Military, Security Clearance, Army, Command, Project Management, DoD, Capital Markets, LBO, Public Equity Offerings, Equity Derivatives, Business Valuation, Debt & Equity Financing, Cross Border, Real Estate Financing, Financial Modeling, Series 79, Series 63, Financial Analysis, Weapons, Security
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Concentrations in Analytical Finance, Finance, Accounting, and International Business
Ludwig-Maximilians Universität München 2003 — 2004
JYM, German
Hamilton College 2001 — 2005
B.A., Physics and German Language and Literatures (Honors)
Phillips Academy, Andover 1997 — 2001
Zolfo Cooper March 2015 - Present
BMO Capital Markets June 2013 - March 2015
U.S. Department of State (MCESG) May 2009 - July 2011
United States Marine Corps June 2008 - May 2009
United States Marine Corps July 2006 - June 2008
Skills
Leadership, Mergers & Acquisitions, Operational Planning, Military, Security Clearance, Army, Command, Project Management, DoD, Capital Markets, LBO, Public Equity Offerings, Equity Derivatives, Business Valuation, Debt & Equity Financing, Cross Border, Real Estate Financing, Financial Modeling, Series 79, Series 63, Financial Analysis, Weapons, Security
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Concentrations in Analytical Finance, Finance, Accounting, and International Business
Ludwig-Maximilians Universität München 2003 — 2004
JYM, German
Hamilton College 2001 — 2005
B.A., Physics and German Language and Literatures (Honors)
Phillips Academy, Andover 1997 — 2001
Ravi Misra's BMO Capital Markets Experience April 2010 - October 2012
Job Equity Research Analyst with 5+ Years Sell Side Experience in Healthcare
Industry Financial Services
Experience
Leerink Partners June 2013 - Present
BMO Capital Markets April 2010 - October 2012
The Wall Street Transcript / MeetMax June 2001 - July 2008
Nishith Desai Associates March 2004 - July 2004
Skills
Investments, Capital Markets, Due Diligence, Financial Modeling, Financial Analysis, Equity Research, Scenario Analysis, Budget Forecasts, Sensitivity Analysis, Hindi, Financial Accounting, Cost Accounting
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Accounting & Finance
University of Chicago 1996 — 2001
AB, English
Leerink Partners June 2013 - Present
BMO Capital Markets April 2010 - October 2012
The Wall Street Transcript / MeetMax June 2001 - July 2008
Nishith Desai Associates March 2004 - July 2004
Skills
Investments, Capital Markets, Due Diligence, Financial Modeling, Financial Analysis, Equity Research, Scenario Analysis, Budget Forecasts, Sensitivity Analysis, Hindi, Financial Accounting, Cost Accounting
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Accounting & Finance
University of Chicago 1996 — 2001
AB, English
George K. Livadas's BMO Capital Markets Experience May 2014 - May 2015
Job Long/Short Equity Analyst
Industry Investment Management
Experience
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
SCB Global Capital Management, LLC July 2015 - Present
BMO Capital Markets May 2014 - May 2015
BMO Capital Markets August 2010 - May 2014
Monroe Capital June 2009 - August 2009
Accolade Partners July 2006 - June 2008
Citi June 2004 - June 2006
E*TRADE Financial June 2003 - August 2003
Skills
Investment Banking, Capital Markets, Due Diligence, Equities, Securitization, Credit Analysis, Financial Markets, Venture Capital, Financial Institutions, Valuation, Financial Modeling, Fund Of Funds, Mergers & Acquisitions, Fixed Income, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Georgetown University 2001 — 2004
BA
The Lawrenceville School 1997 — 2000
FRANÇOIS BÉLANGER's BMO Capital Markets Experience March 2000 - October 2012
Job Director and Head Commercial Foreign Exchange Sales Quebec / Eastern Canada at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets March 2014 - Present
Titanium Capital and Finance June 2013 - March 2014
BMO Capital Markets March 2000 - October 2012
Banque Nationale du Canada 1996 - 1999
Montrusco Associates 1994 - 1996
TD Bank 1990 - 1994
Skills
Capital Markets, Derivatives, FX Options, Financial Markets, Investments, Trading, Banking, Equities, Bloomberg, Options, Risk Management, Electronic Trading, Institutional Sales, FX Hedging, Business Development, Media Relations, FX Derivatives, Hedge Accounting
Education
Université de Montréal - HEC Montréal 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Collège Brébeuf 1985 — 1987
College/cegep, Business Administration
RBC Capital Markets March 2014 - Present
Titanium Capital and Finance June 2013 - March 2014
BMO Capital Markets March 2000 - October 2012
Banque Nationale du Canada 1996 - 1999
Montrusco Associates 1994 - 1996
TD Bank 1990 - 1994
Skills
Capital Markets, Derivatives, FX Options, Financial Markets, Investments, Trading, Banking, Equities, Bloomberg, Options, Risk Management, Electronic Trading, Institutional Sales, FX Hedging, Business Development, Media Relations, FX Derivatives, Hedge Accounting
Education
Université de Montréal - HEC Montréal 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance
Collège Brébeuf 1985 — 1987
College/cegep, Business Administration
Joseph Spitz's BMO Capital Markets Experience March 2013 - Present
Job Interest Rates Trading at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2013 - Present
ED&F Man August 2012 - February 2013
Wunderlich Securities February 2010 - September 2012
Wunderlich Securities October 2008 - February 2010
Aksia November 2007 - December 2009
Ernst & Young 2005 - 2007
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelor of Science, Finance, Accounting
University College Dublin 2004 — 2004
Commerce
Chaminade High School 1997 — 2001
BMO Capital Markets March 2013 - Present
ED&F Man August 2012 - February 2013
Wunderlich Securities February 2010 - September 2012
Wunderlich Securities October 2008 - February 2010
Aksia November 2007 - December 2009
Ernst & Young 2005 - 2007
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelor of Science, Finance, Accounting
University College Dublin 2004 — 2004
Commerce
Chaminade High School 1997 — 2001
David Caracta's BMO Capital Markets Experience November 2007 - March 2011
Job Senior Conference Specialist at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets November 2007 - March 2011
Skills
Equity Research, Equities, Capital Markets, Investments, Management, Due Diligence, Marketing, Team Management, Investor Relations, Corporate Development, Marketing Strategy, Mutual Funds, Competitive Analysis
Education
Georgetown University 1996 — 2000
BSFS, Science, Technology & International Affairs (STIA)
St. Joseph's High School 1992 — 1996
St. Francis Cabrini School 1985 — 1996
BMO Capital Markets November 2007 - March 2011
Skills
Equity Research, Equities, Capital Markets, Investments, Management, Due Diligence, Marketing, Team Management, Investor Relations, Corporate Development, Marketing Strategy, Mutual Funds, Competitive Analysis
Education
Georgetown University 1996 — 2000
BSFS, Science, Technology & International Affairs (STIA)
St. Joseph's High School 1992 — 1996
St. Francis Cabrini School 1985 — 1996
Sandiren Curthan's BMO Capital Markets Experience 2009 - 2011
Job Infrastructure Private Equity PSP Investments
Industry Investment Banking
Experience
PSP Investments 2011 - Present
BMO Capital Markets 2009 - 2011
PricewaterhouseCoopers 2008 - 2009
BNP Paribas 2007 - 2007
Education
HEC Montréal 2004 — 2007
PSP Investments 2011 - Present
BMO Capital Markets 2009 - 2011
PricewaterhouseCoopers 2008 - 2009
BNP Paribas 2007 - 2007
Education
HEC Montréal 2004 — 2007
Thomas Andrews's BMO Capital Markets Experience Research AssociateGKM2000 - 2004
Job Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets Research AssociateGKM2000 - 2004
GKM 2000 - 2004
GKM 2000 - 2004
Skills
Equity Research, Equity Valuation, Industry Research, Equities, Bloomberg, Investment Banking, Bloomberg Terminal, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Fixed Income, DCF, Private Equity
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Saint Lawrence University 1983 — 1987
Bachelor of Arts (B.A.), History
BMO Capital Markets Research AssociateGKM2000 - 2004
GKM 2000 - 2004
GKM 2000 - 2004
Skills
Equity Research, Equity Valuation, Industry Research, Equities, Bloomberg, Investment Banking, Bloomberg Terminal, Financial Modeling, Valuation, Hedge Funds, Capital Markets, Fixed Income, DCF, Private Equity
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Saint Lawrence University 1983 — 1987
Bachelor of Arts (B.A.), History
Anthony Cardinuto's BMO Capital Markets Experience January 2011 - July 2013
Job Director, Head of Project Delivery, US Brokerage Operations at BMO Capital Markets
Industry Capital Markets
Experience
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
BMO Financial Group July 2013 - Present
BMO Capital Markets January 2011 - July 2013
RBC Capital Markets October 2008 - January 2011
CIBC World Markets June 2004 - October 2008
Prudential Securities December 2000 - June 2004
Bear Stearns December 1998 - December 2000
ING Barings June 1996 - December 1998
Skills
Electronic Trading, SDLC, Equities, Business Analysis, Trading Systems, Capital Markets, Market Data, Back Office, Middle Office, Trading, Equity Trading, Financial Risk, Series 63, Series 7, Options, Derivatives, Prime Brokerage, Equity Derivatives, Risk Management, Banking, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
Masters of Business Administration, Finance
Ken Manget's BMO Capital Markets Experience Field EngineerSchlumberger1982 - 1983
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets Field EngineerSchlumberger1982 - 1983
Education
Harvard Business School 1983 — 1985
BMO Capital Markets Field EngineerSchlumberger1982 - 1983
Education
Harvard Business School 1983 — 1985
Al Abusharif's BMO Capital Markets Experience August 1983 - Present
Job Director (SVP) FX Trading at BMO Capital Markets
Industry Banking
Experience
Bank of Montreal 1994 - Present
BMO Capital Markets August 1983 - Present
Skills
FX Options, FX trading, Capital Markets, Electronic Trading, Emerging Markets, FX Hedging, Foreign Exchange, Forwards, Trading Systems, Securities, Trading, Hedge Funds, Financial Markets, Portfolio Management, Currency, Money Market, Bloomberg, Proprietary Trading, Rates, FX Trading, ETFs, Hedging, Market Making, Technical Analysis, Equity Research, Options, FX Derivatives, Treasury, Equity Trading, Bloomberg Terminal, Market Data, Series 7, Prime Brokerage, Banking, Treasury Management, Quantitative Finance, Investment Strategies, Back Office, Equity Derivatives, Risk Management
Education
Governors State University 1983 — 1987
Bachelor's degree, Finance, General
Bank of Montreal 1994 - Present
BMO Capital Markets August 1983 - Present
Skills
FX Options, FX trading, Capital Markets, Electronic Trading, Emerging Markets, FX Hedging, Foreign Exchange, Forwards, Trading Systems, Securities, Trading, Hedge Funds, Financial Markets, Portfolio Management, Currency, Money Market, Bloomberg, Proprietary Trading, Rates, FX Trading, ETFs, Hedging, Market Making, Technical Analysis, Equity Research, Options, FX Derivatives, Treasury, Equity Trading, Bloomberg Terminal, Market Data, Series 7, Prime Brokerage, Banking, Treasury Management, Quantitative Finance, Investment Strategies, Back Office, Equity Derivatives, Risk Management
Education
Governors State University 1983 — 1987
Bachelor's degree, Finance, General
Deep Gill's BMO Capital Markets Experience December 2013 - Present
Job Corporate Banking at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2013 - Present
Education
HEC Paris 2007 — 2008
MBA
McGill University
B.Eng
BMO Capital Markets December 2013 - Present
Education
HEC Paris 2007 — 2008
MBA
McGill University
B.Eng
Meaghan Heffernan's BMO Capital Markets Experience November 2014 - July 2015
Job HR Consultant
Industry Human Resources
Experience
BMO Financial Group August 2015 - Present
BMO Capital Markets November 2014 - July 2015
BMO Capital Markets January 2012 - October 2014
BMO Capital Markets May 2011 - January 2012
Acqua Capital Management August 2009 - July 2011
ZSA Legal Recruitment May 2008 - August 2009
Hays January 2007 - January 2008
Marlin Travel May 2006 - October 2006
Skills
Management, Outlook, Recruiting, Time Management
Education
Fleming College 2003 — 2005
HC
BMO Financial Group August 2015 - Present
BMO Capital Markets November 2014 - July 2015
BMO Capital Markets January 2012 - October 2014
BMO Capital Markets May 2011 - January 2012
Acqua Capital Management August 2009 - July 2011
ZSA Legal Recruitment May 2008 - August 2009
Hays January 2007 - January 2008
Marlin Travel May 2006 - October 2006
Skills
Management, Outlook, Recruiting, Time Management
Education
Fleming College 2003 — 2005
HC
Matt Sirico's BMO Capital Markets Experience September 2009 - May 2014
Job President at Cellier Wines Distributing
Industry Wine and Spirits
Experience
Cellier Wines Distributing April 2014 - Present
BMO Capital Markets September 2009 - May 2014
BMO Capital Markets September 2006 - September 2009
Skills
Wine, Wine on Tap, Wine Sales, Wine Tasting, Equities, Trading, Market Data, Equity Trading, Electronic Trading, Trading Systems, Commodity, Bloomberg, Capital Markets, Bloomberg Terminal, Series 7, Fixed Income, Derivatives, FX Options, Proprietary Trading, Swaps, Series 63, FINRA, Options
Education
Fairfield University 2002 — 2006
BA, Economics, Psychology
Cellier Wines Distributing April 2014 - Present
BMO Capital Markets September 2009 - May 2014
BMO Capital Markets September 2006 - September 2009
Skills
Wine, Wine on Tap, Wine Sales, Wine Tasting, Equities, Trading, Market Data, Equity Trading, Electronic Trading, Trading Systems, Commodity, Bloomberg, Capital Markets, Bloomberg Terminal, Series 7, Fixed Income, Derivatives, FX Options, Proprietary Trading, Swaps, Series 63, FINRA, Options
Education
Fairfield University 2002 — 2006
BA, Economics, Psychology
Vasili Gerogiannis's BMO Capital Markets Experience 2007 - April 2012
Job Entrepreneur & Advisor
Industry Investment Banking
Experience
Goldfish Consulting, Inc. April 2012 - Present
Real Deal Desserts October 2013 - April 2015
U.S. of Awesome May 2012 - April 2014
BMO Capital Markets 2007 - April 2012
ABN AMRO Inc. 2004 - 2007
MASI, Ltd. 2002 - 2004
Skills
Capital Markets, Securitization, Investments, Loans, Bonds, Credit, Bloomberg, Securities, Finance, Fixed Income, Structured Finance, Valuation, Series 7, Investment Banking, Derivatives, ABS, Corporate Finance, Equities, FX Options, Financial Modeling, Financial Structuring, Leveraged Finance, Portfolio Management, Private Equity, Structured Products, Financial Markets, Hedge Funds, Options, Due Diligence
Education
Grand Valley State University 1999 — 2001
Master of Business Administration (MBA)
Utrecht University 1993 — 1998
Master of Laws (LLM), Law and Economics
Goldfish Consulting, Inc. April 2012 - Present
Real Deal Desserts October 2013 - April 2015
U.S. of Awesome May 2012 - April 2014
BMO Capital Markets 2007 - April 2012
ABN AMRO Inc. 2004 - 2007
MASI, Ltd. 2002 - 2004
Skills
Capital Markets, Securitization, Investments, Loans, Bonds, Credit, Bloomberg, Securities, Finance, Fixed Income, Structured Finance, Valuation, Series 7, Investment Banking, Derivatives, ABS, Corporate Finance, Equities, FX Options, Financial Modeling, Financial Structuring, Leveraged Finance, Portfolio Management, Private Equity, Structured Products, Financial Markets, Hedge Funds, Options, Due Diligence
Education
Grand Valley State University 1999 — 2001
Master of Business Administration (MBA)
Utrecht University 1993 — 1998
Master of Laws (LLM), Law and Economics
Pierre-Olivier Renaud's BMO Capital Markets Experience January 2014 - Present
Job Associate Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2014 - Present
National Bank Financial January 2012 - December 2013
National Bank Financial June 2009 - January 2012
BMO Capital Markets May 2008 - September 2008
Education
Université de Montréal - HEC Montréal 2006 — 2009
B.B.A., Finance
2008 — 2008
Exchange Student, Finance
BMO Capital Markets January 2014 - Present
National Bank Financial January 2012 - December 2013
National Bank Financial June 2009 - January 2012
BMO Capital Markets May 2008 - September 2008
Education
Université de Montréal - HEC Montréal 2006 — 2009
B.B.A., Finance
2008 — 2008
Exchange Student, Finance
Vatnak Vat-Ho's BMO Capital Markets Experience 2004 - 2007
Job Senior Director / Team Lead, Business Development & Strategy, Pfizer Oncology
Industry Pharmaceuticals
Chris Mok's BMO Capital Markets Experience March 2013 - April 2015
Job Senior Systems Admin / Operations Support Specialist
Industry Information Technology and Services
Experience
CCIM April 2015 - Present
BMO Capital Markets March 2013 - April 2015
Travelers Canada February 2011 - January 2013
AyA Kitchens October 2008 - February 2011
Field Aviation August 2006 - September 2008
Education
George Brown College 2003 — 2006
Computer System Technology
CCIM April 2015 - Present
BMO Capital Markets March 2013 - April 2015
Travelers Canada February 2011 - January 2013
AyA Kitchens October 2008 - February 2011
Field Aviation August 2006 - September 2008
Education
George Brown College 2003 — 2006
Computer System Technology
Elaine Clark's BMO Capital Markets Experience March 2007 - December 2013
Job Marketing Coordinator at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2007 - December 2013
The Larko Group 2007 - 2007
The Cener OC 2003 - 2004
Skills
Marketing Communications, Advertising, Marketing, Integrated Marketing
Education
National University 2002 — 2004
M.A., Counseling Psychology
Purdue University
B.A., English & Communications
Governors State University
Non-graduate degree program, Counseling Psychology
BMO Capital Markets March 2007 - December 2013
The Larko Group 2007 - 2007
The Cener OC 2003 - 2004
Skills
Marketing Communications, Advertising, Marketing, Integrated Marketing
Education
National University 2002 — 2004
M.A., Counseling Psychology
Purdue University
B.A., English & Communications
Governors State University
Non-graduate degree program, Counseling Psychology
Wasif Noorani, CPA, CMA's BMO Capital Markets Experience November 2014 - Present
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets November 2014 - Present
Bank of Montreal January 2012 - November 2014
Premier Fitness Corporate Office July 2009 - January 2012
Omniyat Properties July 2007 - July 2008
Tecom Investments – Smart City December 2007 - March 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, AML, Cash Management, Financial Accounting, Financial Analysis, Internal Controls, Internal Audit, Customer Service, Customer Retention, Cost Reduction, IFRS, CVP/CM Analysis, P&L Analysis, Auditing, Analysis, Leadership, Journal Entries, Tax, Financial Reporting, Cash Flow, Account Reconciliation, Variance Analysis, General Ledger, Management, Microsoft Office, Finance, Risk Management, Financial Services, Budgets, Banking, Microsoft Excel, Time Management, Microsoft Word, Team Leadership
Education
York University 2010 — 2011
Professional Certificate
Heriot-Watt University 2006 — 2009
BA
BMO Capital Markets November 2014 - Present
Bank of Montreal January 2012 - November 2014
Premier Fitness Corporate Office July 2009 - January 2012
Omniyat Properties July 2007 - July 2008
Tecom Investments – Smart City December 2007 - March 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, AML, Cash Management, Financial Accounting, Financial Analysis, Internal Controls, Internal Audit, Customer Service, Customer Retention, Cost Reduction, IFRS, CVP/CM Analysis, P&L Analysis, Auditing, Analysis, Leadership, Journal Entries, Tax, Financial Reporting, Cash Flow, Account Reconciliation, Variance Analysis, General Ledger, Management, Microsoft Office, Finance, Risk Management, Financial Services, Budgets, Banking, Microsoft Excel, Time Management, Microsoft Word, Team Leadership
Education
York University 2010 — 2011
Professional Certificate
Heriot-Watt University 2006 — 2009
BA
Anjanette Winners's BMO Capital Markets Experience Field ExaminerCIT Credit FinanceJune 1995 - November 1999
Job Portfolio Manager at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets Field ExaminerCIT Credit FinanceJune 1995 - November 1999
Education
Governors State University 1999 — 2001
Masters, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Accountancy
BMO Capital Markets Field ExaminerCIT Credit FinanceJune 1995 - November 1999
Education
Governors State University 1999 — 2001
Masters, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Accountancy
Annette Grimaldi's BMO Capital Markets Experience December 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
BMO Capital Markets December 2009 - Present
Jefferies & Company March 2005 - November 2009
Cowen and Company April 1995 - March 2005
Goldman Sachs August 1989 - April 1995
Goldman Sachs August 1985 - June 1987
Skills
Venture Capital, Public and Private..., Strategic Advisory, Lifesciences, Biotechnology, Investment Banking, Corporate Development, Private Equity, Due Diligence, IPO, Private Placements, Valuation, Mergers, Financial Modeling, Acquisition Integration, Acquisitions, Alternative Investments, Asset Management, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Capital Raising, Competitive Analysis, Corporate Finance, Corporate Governance, Divestitures, Emerging Markets, Entrepreneurship, Equities, Equity Capital Markets, Equity Research, Equity Valuation, Executive Management, Finance, Financial Analysis, Financial Services, Financial Structuring, Funding, Hedge Funds, Investments, Investor Relations, Joint Ventures, LBO, Leveraged Finance, Life Sciences, M, Market Analysis, Market Research
Education
Georgetown University
MSFS, International Economics and Japanese
University of Pennsylvania - The Wharton School
MBA, Finance
University of Pennsylvania Graduate School
MA, International Studies, Japanese
Michelle Liscio's BMO Capital Markets Experience July 2011 - August 2012
Job Sales Support Coordinator at Global RESP Corporation
Industry Financial Services
Experience
Global RESP Corporation November 2012 - Present
BMO Capital Markets July 2011 - August 2012
BMO October 2006 - July 2011
HARRIS Private Banking January 2005 - October 2006
HARRIS Private Banking January 2002 - January 2005
Skills
Coordinated interview..., Prepared and..., Prepared and...
Education
York University 2006 — 2011
Bachelor of Arts, Business Administration
George Brown College 1999 — 2001
Financial Planning Diploma
Global RESP Corporation November 2012 - Present
BMO Capital Markets July 2011 - August 2012
BMO October 2006 - July 2011
HARRIS Private Banking January 2005 - October 2006
HARRIS Private Banking January 2002 - January 2005
Skills
Coordinated interview..., Prepared and..., Prepared and...
Education
York University 2006 — 2011
Bachelor of Arts, Business Administration
George Brown College 1999 — 2001
Financial Planning Diploma
Ken Manget's BMO Capital Markets Experience 2002 - 2009
Job Global Head, Relationship Investing at Ontario Teachers' Pension Plan
Industry Investment Banking
Experience
Ontario Teachers' Pension Plan April 2015 - Present
Ontario Teachers' Pension Plan July 2014 - April 2015
Desjardins Capital Markets January 2010 - May 2014
BMO Capital Markets 2002 - 2009
BMO Capital Markets 1998 - 2002
BMO Capital Markets 1992 - 1998
Bank of America 1988 - 1992
CIBC Wood Gundy 1985 - 1986
Skills
Corporate Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Fixed Income, Venture Capital, Investments, Mergers, Asset Managment, Due Diligence, Financial Modeling, Restructuring, Options, Business Strategy, Equities, Finance, Strategy, Equity Trading, IPO, Structured Finance, Mergers & Acquisitions, Securitization, Corporate Development, Funding, Bonds, Portfolio Management, Hedge Funds
Education
Harvard Business School 1983 — 1985
MBA
University of Toronto 1978 — 1982
BSc, Engineering
Burlington Central High School
Ontario Teachers' Pension Plan April 2015 - Present
Ontario Teachers' Pension Plan July 2014 - April 2015
Desjardins Capital Markets January 2010 - May 2014
BMO Capital Markets 2002 - 2009
BMO Capital Markets 1998 - 2002
BMO Capital Markets 1992 - 1998
Bank of America 1988 - 1992
CIBC Wood Gundy 1985 - 1986
Skills
Corporate Finance, Capital Markets, Investment Banking, Private Equity, Valuation, Fixed Income, Venture Capital, Investments, Mergers, Asset Managment, Due Diligence, Financial Modeling, Restructuring, Options, Business Strategy, Equities, Finance, Strategy, Equity Trading, IPO, Structured Finance, Mergers & Acquisitions, Securitization, Corporate Development, Funding, Bonds, Portfolio Management, Hedge Funds
Education
Harvard Business School 1983 — 1985
MBA
University of Toronto 1978 — 1982
BSc, Engineering
Burlington Central High School
Brianna Hill's BMO Capital Markets Experience March 2014 - Present
Job Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2014 - Present
BMO Capital Markets July 2012 - March 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2008 - October 2011
Debevoise & Plimpton September 2007 - July 2008
Skills
Legal Research, Litigation, Westlaw, Civil Litigation, Litigation Support, Legal Assistance, Intellectual Property, Research, Editing, Legal Writing, Microsoft Office
Education
Fordham University 2003 — 2007
B.A., Political Science
Institute for American Universities 2005 — 2005
International Relations
BMO Capital Markets March 2014 - Present
BMO Capital Markets July 2012 - March 2014
Curtis, Mallet-Prevost, Colt & Mosle LLP July 2008 - October 2011
Debevoise & Plimpton September 2007 - July 2008
Skills
Legal Research, Litigation, Westlaw, Civil Litigation, Litigation Support, Legal Assistance, Intellectual Property, Research, Editing, Legal Writing, Microsoft Office
Education
Fordham University 2003 — 2007
B.A., Political Science
Institute for American Universities 2005 — 2005
International Relations
Josee Vaillancourt's BMO Capital Markets Experience May 2008 - February 2012
Job Director Commercial National Accounts at TD
Industry Capital Markets
Experience
TD June 2015 - Present
TD October 2014 - May 2015
CAE February 2012 - October 2014
BMO Capital Markets May 2008 - February 2012
CAE July 2005 - April 2008
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions, Loans, Structured Finance, Forecasting, Valuation, Analysis, Capital Markets, Project Finance
Education
Université de Sherbrooke 2005 — 2006
Master, Finance
HEC Montréal 2001 — 2004
BAA, Finance
Francois-Xavier Garneau Cegep
TD June 2015 - Present
TD October 2014 - May 2015
CAE February 2012 - October 2014
BMO Capital Markets May 2008 - February 2012
CAE July 2005 - April 2008
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions, Loans, Structured Finance, Forecasting, Valuation, Analysis, Capital Markets, Project Finance
Education
Université de Sherbrooke 2005 — 2006
Master, Finance
HEC Montréal 2001 — 2004
BAA, Finance
Francois-Xavier Garneau Cegep
david muglio's BMO Capital Markets Experience May 2013 - May 2015
Job Vice President, GBAM Branch Exam Team at Bank of America
Industry Investment Banking
Experience
Bank of America June 2015 - Present
BMO Capital Markets May 2013 - May 2015
BMO Capital Markets April 2010 - May 2013
BMO Capital Markets May 2007 - April 2010
BNP Paribas 2003 - 2006
Skills
Options, Trading Systems, Trading, Electronic Trading, Series 63, Equities, Equity Trading, Commodity, Fixed Income, Series 7, Series 55, FINRA, Middle Office, Financial Markets, Hedge Funds, Bonds, Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Securities, AML, FX Options, Capital Markets
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Finance
Bank of America June 2015 - Present
BMO Capital Markets May 2013 - May 2015
BMO Capital Markets April 2010 - May 2013
BMO Capital Markets May 2007 - April 2010
BNP Paribas 2003 - 2006
Skills
Options, Trading Systems, Trading, Electronic Trading, Series 63, Equities, Equity Trading, Commodity, Fixed Income, Series 7, Series 55, FINRA, Middle Office, Financial Markets, Hedge Funds, Bonds, Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Securities, AML, FX Options, Capital Markets
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Banking and Finance
Ashley Houlden, CA, CBV's BMO Capital Markets Experience 2010 - 2012
Job Vice President at Duff & Phelps
Industry Mining & Metals
Experience
Duff & Phelps 2013 - Present
BMO Capital Markets 2010 - 2012
KPMG LLP 2007 - 2010
Education
Harvard Law School 2012 — 2012
Summer Program on Negotiation
CICBV
CBV, Chartered Business Valuator
CICA
CA, Chartered Accountant
University of Waterloo 2007 — 2007
MAcc, Accounting
University of Waterloo 2002 — 2006
BA, Honours Chartered Accountancy Studies
Duff & Phelps 2013 - Present
BMO Capital Markets 2010 - 2012
KPMG LLP 2007 - 2010
Education
Harvard Law School 2012 — 2012
Summer Program on Negotiation
CICBV
CBV, Chartered Business Valuator
CICA
CA, Chartered Accountant
University of Waterloo 2007 — 2007
MAcc, Accounting
University of Waterloo 2002 — 2006
BA, Honours Chartered Accountancy Studies
Eva Frissora's BMO Capital Markets Experience July 2009 - August 2011
Job Senior Associate at Prospect Capital Management
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management June 2013 - Present
BMO Capital Markets July 2009 - August 2011
BMO Capital Markets November 2007 - July 2009
Banc of America Securities June 2006 - October 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Bloomberg, Equities, Equity Research, Fixed Income, Due Diligence, Mergers & Acquisitions, Hedge Funds, Investments, Financial Analysis, Venture Capital, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management, Palmer Scholar (Top 5% of class)
Harvard University 2002 — 2006
A.B., Economics
Prospect Capital Management June 2013 - Present
BMO Capital Markets July 2009 - August 2011
BMO Capital Markets November 2007 - July 2009
Banc of America Securities June 2006 - October 2007
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Bloomberg, Equities, Equity Research, Fixed Income, Due Diligence, Mergers & Acquisitions, Hedge Funds, Investments, Financial Analysis, Venture Capital, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management, Palmer Scholar (Top 5% of class)
Harvard University 2002 — 2006
A.B., Economics
Jerome (J.J.) Brown's BMO Capital Markets Experience May 2005 - May 2010
Job Managing Director, Healthcare Investment Banking at JMP Securities
Industry Banking
Experience
JMP Securities June 2010 - Present
BMO Capital Markets May 2005 - May 2010
Brown Brothers Harriman January 2000 - April 2005
Skadden Arps October 1995 - January 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Investments, Equity Research, Healthcare, Capital Markets, Valuation, Management, Private Equity, Financial Modeling, Hedge Funds, Finance
Education
New York University School of Law 1992 — 1995
JD
Georgetown University 1987 — 1991
BA
JMP Securities June 2010 - Present
BMO Capital Markets May 2005 - May 2010
Brown Brothers Harriman January 2000 - April 2005
Skadden Arps October 1995 - January 2000
Skills
Venture Capital, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Investments, Equity Research, Healthcare, Capital Markets, Valuation, Management, Private Equity, Financial Modeling, Hedge Funds, Finance
Education
New York University School of Law 1992 — 1995
JD
Georgetown University 1987 — 1991
BA
Robert Roach's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Deloitte 2011 - 2013
Deloitte 2010 - 2011
Teach for America 2009 - 2010
Skills
Financial Modeling, Financial Statement..., Comparable Analysis, DCF Valuation, Financial Analysis, LBO, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Accounting, Precedent Transactions, Staff Supervision, Financial Advisory, Report Writing, Intellectual Property..., Direct Client..., Corporate Tax Planning, Transfer Pricing, International Tax, Valuation, Client Presentation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Georgetown University
Bachelor of Arts (BA), Economics, Magna Cum Laude
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Deloitte 2011 - 2013
Deloitte 2010 - 2011
Teach for America 2009 - 2010
Skills
Financial Modeling, Financial Statement..., Comparable Analysis, DCF Valuation, Financial Analysis, LBO, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Accounting, Precedent Transactions, Staff Supervision, Financial Advisory, Report Writing, Intellectual Property..., Direct Client..., Corporate Tax Planning, Transfer Pricing, International Tax, Valuation, Client Presentation
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Georgetown University
Bachelor of Arts (BA), Economics, Magna Cum Laude
Pierre McCann's BMO Capital Markets Experience March 2012 - Present
Job Director & Regional Manager Trade Finance Eastern Canada at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2012 - Present
CIBC Global Transaction Banking June 2005 - March 2012
Global Financial Products May 2003 - July 2005
Réseau HEC 2000 - 2004
Northstar Trade Finance Services April 1998 - May 2003
Skills
Corporate Finance, Financial Risk, Commercial Banking, Business Strategy, Risk Management, Credit, Banking, International Finance, Trade Finance, Credit Risk, Portfolio Management, Financial Analysis, Management, Credit Analysis, Investments, Finance
Education
Université de Sherbrooke / Sherbrooke University 2002 — 2004
Executive MBA, International Finance
HEC Montreal
BAA, Human Resources Management/Personnel Administration, General
BMO Capital Markets March 2012 - Present
CIBC Global Transaction Banking June 2005 - March 2012
Global Financial Products May 2003 - July 2005
Réseau HEC 2000 - 2004
Northstar Trade Finance Services April 1998 - May 2003
Skills
Corporate Finance, Financial Risk, Commercial Banking, Business Strategy, Risk Management, Credit, Banking, International Finance, Trade Finance, Credit Risk, Portfolio Management, Financial Analysis, Management, Credit Analysis, Investments, Finance
Education
Université de Sherbrooke / Sherbrooke University 2002 — 2004
Executive MBA, International Finance
HEC Montreal
BAA, Human Resources Management/Personnel Administration, General
Thomas Benfer's BMO Capital Markets Experience March 1986 - October 2010
Job Foreign Exchange Advisor
Industry Investment Banking
Experience
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
BMO Capital Markets March 1986 - October 2010
ABN AMRO Bank N.V. September 1984 - January 1986
Bank of America March 1981 - August 1984
Bear Stearns October 1979 - January 1981
Salomon Brothers September 1978 - September 1979
Skills
Options, FX Options, Trading, FX trading, Series 7, Financial Markets, Hedging, Investment Banking, Finance
Education
Guilford College 1976 — 1978
BA, Finance
HH Dow
Michigan State University
Corey Baylor's BMO Capital Markets Experience 2009 - Present
Job Managing Director Investment Banking, Financial Sponsors Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2009 - Present
Merrill Lynch & Co 1996 - 2009
Kidder, Peabody & Co. July 1992 - June 1994
Skills
Financial Modeling, Investment Banking, Capital Markets, Mergers, Equities, Valuation, Corporate Finance, Venture Capital, Securities
Education
Harvard Business School 1994 — 1996
MBA
Howard University 1988 — 1992
BBA, Accounting
BMO Capital Markets 2009 - Present
Merrill Lynch & Co 1996 - 2009
Kidder, Peabody & Co. July 1992 - June 1994
Skills
Financial Modeling, Investment Banking, Capital Markets, Mergers, Equities, Valuation, Corporate Finance, Venture Capital, Securities
Education
Harvard Business School 1994 — 1996
MBA
Howard University 1988 — 1992
BBA, Accounting
Arjan Kraan's BMO Capital Markets Experience February 2011 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
BMO Capital Markets February 2011 - June 2012
Leerink Swann January 2006 - December 2008
Lehman Brothers January 2001 - January 2006
Merrill Lynch January 1997 - December 2000
Prudential Financial January 1997 - October 1997
Columbia Management (ex Fleet Investment Advisors) January 1996 - January 1997
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Skills
Capital Markets, Real Estate Private..., Strategic Consulting, Negotiation, Real Estate Acquisitions, Hedge Funds, Long-term Customer..., Communication, Collaborative Problem..., Alpha Generation, Key Account Management, Innovativeness, Trading, Buy-side, Securities Market, Securities License, Series 7, Series 63, Stock Market, Leadership, Strategic Thinking, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Trading Systems, Electronic Trading, Fixed Income, US Equities, Strategic Partnerships, Bloomberg, Management, Multilingual, Proprietary Trading, Stock Picking, Equity Research, Stock Trading, Securities Regulation, Securities Offerings, Creative Solutions, Top Producer, Market Analysis, Sales, Financial Analysis, Fidessa, Eze Castle, FINRA
Education
Gordon College 1987 — 1989
Bachelor's degree
Haarlemmermeer Lyceum 1978 — 1984
Atheneum
Simon Z. Li's BMO Capital Markets Experience 2011 - Present
Job Fixed Income and Derivatives Trading Algorithm, Repo, Securities Lending
Industry Capital Markets
Experience
BMO Capital Markets 2011 - Present
Skills
Bloomberg, VBA, Fixed Income, SQL, C#, C++, Quantitative Finance, Securities, Oracle, Java, Derivatives, Broadway, Equity Derivatives, Tradeweb, C, Visual Basic, QuantLib, FIX, AIMS, quantatitive, quant, trading, Interest Rate..., Securities Lending, Boost C++
Education
Georgia Tech
National University of Singapore
Bachelor's degree, Mathematics and Computer Science
University of Waterloo
Optimization Engineering & Mathematics
BMO Capital Markets 2011 - Present
Skills
Bloomberg, VBA, Fixed Income, SQL, C#, C++, Quantitative Finance, Securities, Oracle, Java, Derivatives, Broadway, Equity Derivatives, Tradeweb, C, Visual Basic, QuantLib, FIX, AIMS, quantatitive, quant, trading, Interest Rate..., Securities Lending, Boost C++
Education
Georgia Tech
National University of Singapore
Bachelor's degree, Mathematics and Computer Science
University of Waterloo
Optimization Engineering & Mathematics
Thomas Sugiura's BMO Capital Markets Experience October 2012 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
BMO Capital Markets October 2012 - Present
FBR Capital Markets July 2008 - October 2012
Bear Stearns June 1998 - June 2008
Tenderloin Neighborhood Development Corporation 1994 - 1996
St. Anthony Foundation 1991 - 1994
Skills
Derivatives, Convertible Bonds, Convertible Arbitrage, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Harvard University 1985 — 1989
AB, English and American Literature and Language
Clayton Casteel's BMO Capital Markets Experience July 2012 - Present
Job Investment Banking M&A Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2012 - Present
BB&T Capital Markets/Windsor Group May 2011 - August 2011
Accenture June 2005 - July 2010
Accenture October 2007 - July 2008
Skills
Valuation (DCF, LBO,..., Financial Analysis, GAAP, Internal Controls, Contract Pricing, Post Merger Integration, Financial Modeling, Contract Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance, Economics
BMO Capital Markets July 2012 - Present
BB&T Capital Markets/Windsor Group May 2011 - August 2011
Accenture June 2005 - July 2010
Accenture October 2007 - July 2008
Skills
Valuation (DCF, LBO,..., Financial Analysis, GAAP, Internal Controls, Contract Pricing, Post Merger Integration, Financial Modeling, Contract Management
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance, Economics
Voula McVey's BMO Capital Markets Experience November 2014 - Present
Job Executive Assistant, Head, Global Investment & Corporate Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2008 - October 2014
BMO Capital Markets May 2006 - November 2008
RBC Capital Markets January 2005 - May 2006
CIBC World Markets May 2002 - November 2004
Manulife Financial May 2001 - May 2002
Skills
Human Resources, Investments, Travel Arrangements, Time Management, Customer Service, Microsoft Word, Outlook, Administrative..., Management
Education
George Brown College 1999 — 2001
Diploma, Human Resources Management and Services
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2008 - October 2014
BMO Capital Markets May 2006 - November 2008
RBC Capital Markets January 2005 - May 2006
CIBC World Markets May 2002 - November 2004
Manulife Financial May 2001 - May 2002
Skills
Human Resources, Investments, Travel Arrangements, Time Management, Customer Service, Microsoft Word, Outlook, Administrative..., Management
Education
George Brown College 1999 — 2001
Diploma, Human Resources Management and Services
Frank Vella's BMO Capital Markets Experience May 1997 - March 2012
Job Equity Trader/Sales Trader at Bay Crest Partners
Industry Investment Banking
Experience
Bay Crest Partners October 2013 - Present
BMO Capital Markets May 1997 - March 2012
BMO Capital Markets May 1997 - March 2012
Bear Stearns 1995 - 1996
Skills
Equities, Equity Trading, Precious Metals, Base Metals, Fertilizers, Coal, Industrials, Trading, Capital Markets, Options, Proprietary Trading, Commodity, Currency, FX trading, FINRA, Equity Derivatives, Volatility, Investments, Series 63, Asset Allocation, Back Office, Financial Modeling, Fixed Income, Alternative Investments, Series 24, Trading Systems, ETFs, Valuation, Securities, Financial Markets, Electronic Trading, Hedge Funds, Mutual Funds, Market Data, Technical Analysis, Series 7, Industrial Sector, FX Options, Bloomberg, Structured Finance, Portfolio Management, Structured Products, Corporate Finance, Derivatives, Hedging, Private Equity, Equity Research, Traders, Equity Valuation, Investment Banking
Education
Pace University 1988 — 1990
MBA, Investments
Fordham University 1984 — 1988
BS, Finance
Bay Crest Partners October 2013 - Present
BMO Capital Markets May 1997 - March 2012
BMO Capital Markets May 1997 - March 2012
Bear Stearns 1995 - 1996
Skills
Equities, Equity Trading, Precious Metals, Base Metals, Fertilizers, Coal, Industrials, Trading, Capital Markets, Options, Proprietary Trading, Commodity, Currency, FX trading, FINRA, Equity Derivatives, Volatility, Investments, Series 63, Asset Allocation, Back Office, Financial Modeling, Fixed Income, Alternative Investments, Series 24, Trading Systems, ETFs, Valuation, Securities, Financial Markets, Electronic Trading, Hedge Funds, Mutual Funds, Market Data, Technical Analysis, Series 7, Industrial Sector, FX Options, Bloomberg, Structured Finance, Portfolio Management, Structured Products, Corporate Finance, Derivatives, Hedging, Private Equity, Equity Research, Traders, Equity Valuation, Investment Banking
Education
Pace University 1988 — 1990
MBA, Investments
Fordham University 1984 — 1988
BS, Finance
Caroline (Carrie) Franklin's BMO Capital Markets Experience April 2014 - August 2014
Job HR & Recruitment Coordinator
Industry Writing and Editing
Experience
Balfour Senior Living May 2015 - Present
Taglit-Birthright Israel December 2014 - March 2015
RideCharge/Curb June 2013 - November 2014
BMO Capital Markets April 2014 - August 2014
Brainstormer Pub Quiz February 2014 - August 2014
HowAboutWe July 2013 - February 2014
Private Client June 2011 - March 2013
Top Gan February 2011 - December 2012
Her Campus Online Magazine January 2011 - May 2011
Follett Higher Education Group/ Pima Community College Bookstore January 2011 - March 2011
Skills
Recruiting, Job Postings, Social Media, Applicant Tracking..., Job Fairs, Editing, Interviews, Sourcing, Blogging, Photography, Facebook, Customer Service, Marketing, Books, Writing, Magazines, Editorial, Microsoft Office, Newsletters, Wordpress, Publishing
Education
University of Arizona 2006 — 2010
Bachelor of Arts, English, German Minor, Creative Writing
Freie Universität Berlin 2008 — 2009
English, German
New Trier High School
Balfour Senior Living May 2015 - Present
Taglit-Birthright Israel December 2014 - March 2015
RideCharge/Curb June 2013 - November 2014
BMO Capital Markets April 2014 - August 2014
Brainstormer Pub Quiz February 2014 - August 2014
HowAboutWe July 2013 - February 2014
Private Client June 2011 - March 2013
Top Gan February 2011 - December 2012
Her Campus Online Magazine January 2011 - May 2011
Follett Higher Education Group/ Pima Community College Bookstore January 2011 - March 2011
Skills
Recruiting, Job Postings, Social Media, Applicant Tracking..., Job Fairs, Editing, Interviews, Sourcing, Blogging, Photography, Facebook, Customer Service, Marketing, Books, Writing, Magazines, Editorial, Microsoft Office, Newsletters, Wordpress, Publishing
Education
University of Arizona 2006 — 2010
Bachelor of Arts, English, German Minor, Creative Writing
Freie Universität Berlin 2008 — 2009
English, German
New Trier High School
Thomas Mergenthaler's BMO Capital Markets Experience June 2014 - August 2014
Job Student at Georgetown University The McDonough School of Business
Industry Financial Services
Experience
BMO Capital Markets June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Christian Brothers Academy 2008 — 2012
BMO Capital Markets June 2014 - August 2014
Ameriprise Financial Services, Inc. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Christian Brothers Academy 2008 — 2012
Liliana Simpson's BMO Capital Markets Experience October 2006 - Present
Job Assistant Branch Manager at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2006 - Present
Indymac Bank 2005 - 2006
Skills
Banking, Credit Analysis, Credit, Loans
Education
Northern Arizona University 2011 — 2013
Organizational Communication
Glendale Community College
BMO Capital Markets October 2006 - Present
Indymac Bank 2005 - 2006
Skills
Banking, Credit Analysis, Credit, Loans
Education
Northern Arizona University 2011 — 2013
Organizational Communication
Glendale Community College
Joseph Rose's BMO Capital Markets Experience July 2011 - December 2012
Job Investment Banking Professional
Industry Investment Banking
Experience
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
Nomura Securities September 2013 - Present
BMO Capital Markets July 2011 - December 2012
FBR Capital Markets September 2009 - July 2011
Bear Stearns July 2006 - June 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2005 - July 2006
Willkie Farr & Gallagher LLP September 2001 - July 2005
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.), Law
Millersville University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History & Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS