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
Damon Muehling Damon Muehling's BMO Capital Markets Experience June 2007 - February 2011
Job Investment Banking / Mergers & Acquisitions Professional
Industry Investment Banking
Experience
Hammond Hanlon Camp LLC March 2012 - May 2014
BMO Capital Markets June 2007 - February 2011
A.G. Edwards Capital Markets 2005 - 2007
Moran & Company June 2004 - June 2005
KPMG LLP 2001 - 2004
KPMG LLP 1997 - 2000
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Economics and Entrepreneurship
Illinois State University 1993 — 1997
Bachelor of Science, Accounting
Hammond Hanlon Camp LLC March 2012 - May 2014
BMO Capital Markets June 2007 - February 2011
A.G. Edwards Capital Markets 2005 - 2007
Moran & Company June 2004 - June 2005
KPMG LLP 2001 - 2004
KPMG LLP 1997 - 2000
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance, Economics and Entrepreneurship
Illinois State University 1993 — 1997
Bachelor of Science, Accounting
Bill Vlaad Bill Vlaad's BMO Capital Markets Experience 1999 - 2004
Job Owner, Vlaad and Company
Industry Financial Services
Experience
Vlaad and Company 2007 - Present
George Weston Limited 2004 - 2007
Crosbie & Company 2004 - 2004
BMO Capital Markets 1999 - 2004
Skills
Investment Banking, Private Equity, Equities, Valuation, Capital Markets, Financial Markets, Portfolio Management, Venture Capital, Hedge Funds, Alternative Investments, Corporate Development
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
Vlaad and Company 2007 - Present
George Weston Limited 2004 - 2007
Crosbie & Company 2004 - 2004
BMO Capital Markets 1999 - 2004
Skills
Investment Banking, Private Equity, Equities, Valuation, Capital Markets, Financial Markets, Portfolio Management, Venture Capital, Hedge Funds, Alternative Investments, Corporate Development
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
Sam Schneider Sam Schneider's BMO Capital Markets Experience April 2015 - Present
Job Investment Banking Summer Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2015 - Present
NBCUniversal, Inc. May 2014 - August 2014
Piper Jaffray June 2013 - August 2013
Spotify 2013 - 2013
George Latimer for Senate May 2012 - September 2012
The Chefs Next Door Catering January 2008 - January 2012
Plates on the Park May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Public Speaking, Cooking, Press Releases, Community Outreach
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Mandarin Chinese
IÉSEG School of Management 2014 — 2014
International Finance
Mamaroneck High School 2008 — 2012
BMO Capital Markets April 2015 - Present
NBCUniversal, Inc. May 2014 - August 2014
Piper Jaffray June 2013 - August 2013
Spotify 2013 - 2013
George Latimer for Senate May 2012 - September 2012
The Chefs Next Door Catering January 2008 - January 2012
Plates on the Park May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Public Speaking, Cooking, Press Releases, Community Outreach
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Mandarin Chinese
IÉSEG School of Management 2014 — 2014
International Finance
Mamaroneck High School 2008 — 2012
Stephanie (Gordon) Bach Stephanie (Gordon) Bach's BMO Capital Markets Experience July 2009 - December 2011
Job Assistant Vice President, Asset Based Lending Group
Industry Banking
Experience
BMO Harris Bank October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Bank December 2011 - December 2013
BMO Capital Markets July 2009 - December 2011
McCann Erickson June 2008 - August 2008
CitiFinancial May 2007 - August 2007
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Commercial Lending, Risk Management, Finance, Corporate Finance, Banking, Capital Markets, Credit
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Management and Economics
Indiana University - Kelley School of Business 2005 — 2009
B.S., Finance, International Business, Productions/Operations Management
Universitat Pompeu Fabra 2008 — 2008
BS, Finance
Minnetonka High School 2001 — 2005
BMO Harris Bank October 2014 - Present
BMO Harris Bank January 2014 - October 2014
BMO Harris Bank December 2011 - December 2013
BMO Capital Markets July 2009 - December 2011
McCann Erickson June 2008 - August 2008
CitiFinancial May 2007 - August 2007
Skills
Credit Analysis, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Commercial Lending, Risk Management, Finance, Corporate Finance, Banking, Capital Markets, Credit
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, Management and Economics
Indiana University - Kelley School of Business 2005 — 2009
B.S., Finance, International Business, Productions/Operations Management
Universitat Pompeu Fabra 2008 — 2008
BS, Finance
Minnetonka High School 2001 — 2005
Cathy Pin Cathy Pin's BMO Capital Markets Experience February 2004 - March 2007
Job Head of Global Payment Solutions at CGI
Industry Banking
Experience
BMO Financial Group March 2007 - December 2012
BMO Capital Markets February 2004 - March 2007
BMO Financial Group August 2003 - January 2004
BMO Financial Group February 1998 - July 2003
BMO Financial Group November 1997 - February 1998
Hewlett-Packard November 1995 - October 1997
Hewlett-Packard June 1992 - October 1994
York Catholic District School Board September 1988 - June 1990
Skills
Commercial Banking, Commercial Lending, Banking, Small Business, Cash Management, Cross-functional Team..., Team Leadership, Product Management, Credit, Leadership, Change Management, Loans, Financial Services, Inspirer, Payments, Strategy, Treasury Management, Finance, Program Management, Business Strategy, Forecasting, Strategic Planning, Sales, Risk Management, Relationship Management, Executive Management, Investments, Marketing
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
Institute of Chartered Secretaries and Administrators
Accredited Director Program
Rotman School of Management 2010 — 2011
Advanced Leadership Program
Canadian Securities Institute 1992 — 1992
Canadian Securities Course
The University of Western Ontario
Bachelor of Education (B.Ed.), Education
York University
Bachelor of Arts (BA), Physical Geography & Computer Science
BMO Financial Group March 2007 - December 2012
BMO Capital Markets February 2004 - March 2007
BMO Financial Group August 2003 - January 2004
BMO Financial Group February 1998 - July 2003
BMO Financial Group November 1997 - February 1998
Hewlett-Packard November 1995 - October 1997
Hewlett-Packard June 1992 - October 1994
York Catholic District School Board September 1988 - June 1990
Skills
Commercial Banking, Commercial Lending, Banking, Small Business, Cash Management, Cross-functional Team..., Team Leadership, Product Management, Credit, Leadership, Change Management, Loans, Financial Services, Inspirer, Payments, Strategy, Treasury Management, Finance, Program Management, Business Strategy, Forecasting, Strategic Planning, Sales, Risk Management, Relationship Management, Executive Management, Investments, Marketing
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
Institute of Chartered Secretaries and Administrators
Accredited Director Program
Rotman School of Management 2010 — 2011
Advanced Leadership Program
Canadian Securities Institute 1992 — 1992
Canadian Securities Course
The University of Western Ontario
Bachelor of Education (B.Ed.), Education
York University
Bachelor of Arts (BA), Physical Geography & Computer Science
Nelly Yuzbasiyan's BMO Capital Markets Experience September 2013 - December 2014
Job Senior Manager | Capital Markets | Leadership | Strategy | Analytics | Technology | Digital Marketing | MBA
Industry Banking
Experience
BMO Financial Group September 2015 - Present
Setadel Studios February 2015 - Present
BMO Financial Group January 2015 - February 2015
BMO Capital Markets September 2013 - December 2014
BMO Capital Markets February 2011 - September 2013
BMO Operations January 2009 - January 2011
BMO Financial Group August 2007 - January 2009
Claybrooke Marketing Inc. 2006 - 2007
Vincent Associates Inc. 2005 - 2006
Skills
Leadership, Analysis, Management, Capital Markets, Financial Modeling, Banking, Financial Analysis, Microsoft Excel, Business Analysis, Corporate Finance, Relationship Management, Financial Services, Business Process..., Recruiting, Business Relationship..., Due Diligence, Finance, Strategy
Education
Richard Ivey School of Business 2013 — 2014
Executive Master of Business Administration (EMBA)
York University 2000 — 2005
BA, Specialized Honours Information Technology
University of Toronto
University of Toronto
BMO Financial Group September 2015 - Present
Setadel Studios February 2015 - Present
BMO Financial Group January 2015 - February 2015
BMO Capital Markets September 2013 - December 2014
BMO Capital Markets February 2011 - September 2013
BMO Operations January 2009 - January 2011
BMO Financial Group August 2007 - January 2009
Claybrooke Marketing Inc. 2006 - 2007
Vincent Associates Inc. 2005 - 2006
Skills
Leadership, Analysis, Management, Capital Markets, Financial Modeling, Banking, Financial Analysis, Microsoft Excel, Business Analysis, Corporate Finance, Relationship Management, Financial Services, Business Process..., Recruiting, Business Relationship..., Due Diligence, Finance, Strategy
Education
Richard Ivey School of Business 2013 — 2014
Executive Master of Business Administration (EMBA)
York University 2000 — 2005
BA, Specialized Honours Information Technology
University of Toronto
University of Toronto
Sofija Ostojic Sofija Ostojic's BMO Capital Markets Experience July 2014 - October 2015
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore October 2015 - Present
BMO Capital Markets July 2014 - October 2015
Ivey Business School April 2014 - May 2014
Weis & Associates Inc. May 2013 - August 2013
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario (UWO) 2010 — 2012
Bachelor of Management and Organizational Studies, Specialization in Accounting
Evercore October 2015 - Present
BMO Capital Markets July 2014 - October 2015
Ivey Business School April 2014 - May 2014
Weis & Associates Inc. May 2013 - August 2013
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario (UWO) 2010 — 2012
Bachelor of Management and Organizational Studies, Specialization in Accounting
Kelvin Mu's BMO Capital Markets Experience September 2010 - July 2013
Job MBA Student at Berkeley Haas
Industry Management Consulting
Experience
Parthenon-EY June 2015 - Present
BMO Capital Markets September 2010 - July 2013
Rogers Communications Inc. August 2009 - September 2010
IBM 2008 - 2008
Magna International June 2007 - September 2007
Skills
Corporate Finance, Strategy, Mergers & Acquisitions, Financial Modeling, Capital IQ, Valuation, Investment Banking, SaaS, Bloomberg, Analysis, Capital Markets, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA, Business Administration
Parthenon-EY June 2015 - Present
BMO Capital Markets September 2010 - July 2013
Rogers Communications Inc. August 2009 - September 2010
IBM 2008 - 2008
Magna International June 2007 - September 2007
Skills
Corporate Finance, Strategy, Mergers & Acquisitions, Financial Modeling, Capital IQ, Valuation, Investment Banking, SaaS, Bloomberg, Analysis, Capital Markets, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
HBA, Business Administration
RJ Cilley RJ Cilley's BMO Capital Markets Experience November 2010 - August 2012
Job Vice President, Business Operations & eCommerce (Hudson's Bay and Lord & Taylor) at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company August 2015 - Present
Hudson's Bay Company December 2014 - August 2015
Hudson's Bay Company November 2013 - December 2014
Hudson's Bay Company August 2012 - November 2013
BMO Capital Markets November 2010 - August 2012
PricewaterhouseCoopers August 2009 - October 2010
PricewaterhouseCoopers June 2008 - August 2008
New Pig Corporation June 2007 - August 2007
Skills
Retail, Retail Math, Retail Industry, Sporting Goods, Corporate Development, Management Consulting, IPO, Mergers, Mergers & Acquisitions, Venture Capital, Strategic Planning, Investment Banking, Corporate Finance, Due Diligence, Strategy, Finance, Private Equity, Capital Markets, Investments, Competitive Analysis, Financial Modeling, Microsoft Excel, Leadership
Education
Penn State University 2006 — 2009
Scheyer Honor's College & Smeal College of Business, Management and Organization
Indiana University of Pennsylvania 2005 — 2006
Business
Hudson's Bay Company August 2015 - Present
Hudson's Bay Company December 2014 - August 2015
Hudson's Bay Company November 2013 - December 2014
Hudson's Bay Company August 2012 - November 2013
BMO Capital Markets November 2010 - August 2012
PricewaterhouseCoopers August 2009 - October 2010
PricewaterhouseCoopers June 2008 - August 2008
New Pig Corporation June 2007 - August 2007
Skills
Retail, Retail Math, Retail Industry, Sporting Goods, Corporate Development, Management Consulting, IPO, Mergers, Mergers & Acquisitions, Venture Capital, Strategic Planning, Investment Banking, Corporate Finance, Due Diligence, Strategy, Finance, Private Equity, Capital Markets, Investments, Competitive Analysis, Financial Modeling, Microsoft Excel, Leadership
Education
Penn State University 2006 — 2009
Scheyer Honor's College & Smeal College of Business, Management and Organization
Indiana University of Pennsylvania 2005 — 2006
Business
Jared Friedman's BMO Capital Markets Experience June 2012 - August 2012
Job Senior Associate Acquisitions at Origin Capital Partners
Industry Real Estate
Experience
Origin Capital Partners June 2015 - Present
Origin Capital Partners February 2014 - Present
DwellUR January 2014 - Present
Equity Office Properties June 2013 - February 2014
BMO Capital Markets June 2012 - August 2012
Newmark Knight Frank June 2011 - August 2011
Friedman Integrated Real Estate Solutions October 2008 - June 2009
Skills
Financial Modeling, Real Estate, Microsoft Excel, Asset Management, Microsoft Office, Research, Argus Modeling, Bloomberg, Social Media, Portfolio Management, CoStar, Due Diligence, Acquisitions, Asset Dispositions, Factset, RCA, Detroit, SNL, Investment Banking, Real Estate Economics, Leases, Finance, PowerPoint, Strategic Planning
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Business, Finance
Investment Banking Workshop 2011 — 2013
Origin Capital Partners June 2015 - Present
Origin Capital Partners February 2014 - Present
DwellUR January 2014 - Present
Equity Office Properties June 2013 - February 2014
BMO Capital Markets June 2012 - August 2012
Newmark Knight Frank June 2011 - August 2011
Friedman Integrated Real Estate Solutions October 2008 - June 2009
Skills
Financial Modeling, Real Estate, Microsoft Excel, Asset Management, Microsoft Office, Research, Argus Modeling, Bloomberg, Social Media, Portfolio Management, CoStar, Due Diligence, Acquisitions, Asset Dispositions, Factset, RCA, Detroit, SNL, Investment Banking, Real Estate Economics, Leases, Finance, PowerPoint, Strategic Planning
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Business, Finance
Investment Banking Workshop 2011 — 2013
Matt Janisch Matt Janisch's BMO Capital Markets Experience 1991 - 2003
Job
Industry Oil & Energy
Experience
Legacy Oil + Gas Inc./LGX Oil + Gas Inc. July 2009 - March 2015
Kootenay Capital Management November 2011 - November 2014
Ki Exploration Inc. September 2008 - April 2014
Junior Achievement of Southern Alberta 2007 - 2010
Bow Valley Energy 2003 - 2008
BMO Capital Markets 1991 - 2003
Skills
Upstream, Energy, Energy Industry, Natural Gas, Petroleum, Valuation, Divestitures, Oil/Gas, Management, Mergers, Financial Modeling, Gas, Petroleum Engineering, Due Diligence, Hedging, Joint Ventures, Corporate Finance, Risk Management, Mergers & Acquisitions, Oil & Gas Industry, Finance, IPO, Capital Markets, Negotiation, Contract Negotiation, Drilling, Oil, Reservoir Engineering, Reserves, Oil & Gas
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1991
MBA
University of Alberta 1980 — 1984
B.Sc., Petroleum Engineering
Legacy Oil + Gas Inc./LGX Oil + Gas Inc. July 2009 - March 2015
Kootenay Capital Management November 2011 - November 2014
Ki Exploration Inc. September 2008 - April 2014
Junior Achievement of Southern Alberta 2007 - 2010
Bow Valley Energy 2003 - 2008
BMO Capital Markets 1991 - 2003
Skills
Upstream, Energy, Energy Industry, Natural Gas, Petroleum, Valuation, Divestitures, Oil/Gas, Management, Mergers, Financial Modeling, Gas, Petroleum Engineering, Due Diligence, Hedging, Joint Ventures, Corporate Finance, Risk Management, Mergers & Acquisitions, Oil & Gas Industry, Finance, IPO, Capital Markets, Negotiation, Contract Negotiation, Drilling, Oil, Reservoir Engineering, Reserves, Oil & Gas
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1991
MBA
University of Alberta 1980 — 1984
B.Sc., Petroleum Engineering
Eric Fong's BMO Capital Markets Experience July 2014 - October 2014
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Cathy Liu's BMO Capital Markets Experience July 2015 - Present
Job Associate, Corporate Banking, BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets December 2014 - July 2015
BMO Harris Bank June 2013 - December 2014
BMO Harris Bank July 2012 - June 2013
Johnson & Johnson May 2011 - August 2011
A.H. Furnico July 2011 - July 2011
ArcelorMittal May 2010 - August 2010
DiscoverSevilla June 2009 - July 2009
Skills
Finance, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Majors: Finance, Marketing; Minor: Spanish
BMO Capital Markets July 2015 - Present
BMO Capital Markets December 2014 - July 2015
BMO Harris Bank June 2013 - December 2014
BMO Harris Bank July 2012 - June 2013
Johnson & Johnson May 2011 - August 2011
A.H. Furnico July 2011 - July 2011
ArcelorMittal May 2010 - August 2010
DiscoverSevilla June 2009 - July 2009
Skills
Finance, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, Entrepreneurship, Marketing
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Majors: Finance, Marketing; Minor: Spanish
colleen campbell colleen campbell's BMO Capital Markets Experience Senior Relationship Management, Business Strategy, Management Committee and Banking Commitments CommiteeGlobal Head of Debt Capital MarketsBMO Capital Markets2009 - 2012
Job Vice Chair at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets Senior Relationship Management, Business Strategy, Management Committee and Banking Commitments CommiteeGlobal Head of Debt Capital MarketsBMO Capital Markets2009 - 2012
BMO Capital Markets 1997 - 2009
Skills
Capital Markets, Ratings Advisory, Risk Management, Infrastructure
Education
Richard Ivey School of Business 1978 — 1980
Honours Business Administration
The University of Western Ontario 1976 — 1978
Rotman School of Management
ICD.D
BMO Capital Markets Senior Relationship Management, Business Strategy, Management Committee and Banking Commitments CommiteeGlobal Head of Debt Capital MarketsBMO Capital Markets2009 - 2012
BMO Capital Markets 1997 - 2009
Skills
Capital Markets, Ratings Advisory, Risk Management, Infrastructure
Education
Richard Ivey School of Business 1978 — 1980
Honours Business Administration
The University of Western Ontario 1976 — 1978
Rotman School of Management
ICD.D
Paul Yim's BMO Capital Markets Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst M&A at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - August 2015
Banyan Capital June 2014 - August 2014
Deloitte June 2013 - August 2013
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Peking University 2013 — 2013
Guanghua School of Management, Beijing, China
Taipei American School
BMO Capital Markets June 2015 - August 2015
Banyan Capital June 2014 - August 2014
Deloitte June 2013 - August 2013
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Peking University 2013 — 2013
Guanghua School of Management, Beijing, China
Taipei American School
Eric Klen Eric Klen's BMO Capital Markets Experience July 2011 - July 2014
Job Associate at Adams Street Partners
Industry Venture Capital & Private Equity
Experience
Adams Street Partners August 2014 - Present
BMO Capital Markets July 2011 - July 2014
BMO Capital Markets June 2010 - August 2010
Bank of America Merrill Lynch May 2009 - August 2009
Millennium Information Services May 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Business Valuation, Bloomberg, Financial Analysis, Capital IQ, Alternative Investments
Education
Illinois State University 2008 — 2011
B.S., Economics
Adams Street Partners August 2014 - Present
BMO Capital Markets July 2011 - July 2014
BMO Capital Markets June 2010 - August 2010
Bank of America Merrill Lynch May 2009 - August 2009
Millennium Information Services May 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Business Valuation, Bloomberg, Financial Analysis, Capital IQ, Alternative Investments
Education
Illinois State University 2008 — 2011
B.S., Economics
Matthew Lederman'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
Investment Banking Seminar March 2013 - May 2014
Indiana University Bloomington August 2009 - May 2014
BMO Capital Markets June 2013 - August 2013
Beta Iota Chapter of Alpha Epsilon Pi Fraternity May 2012 - December 2012
Flipside LLC June 2012 - August 2012
Big Red Tutoring Services September 2011 - May 2012
Marlon Abela Restaurant Corp. July 2011 - July 2011
UBS Investment Bank May 2011 - May 2011
Skills
Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Research, Microsoft Excel, Business Strategy
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance and International Business
Horace Mann High School 2006 — 2010
BMO Capital Markets July 2014 - Present
Investment Banking Seminar March 2013 - May 2014
Indiana University Bloomington August 2009 - May 2014
BMO Capital Markets June 2013 - August 2013
Beta Iota Chapter of Alpha Epsilon Pi Fraternity May 2012 - December 2012
Flipside LLC June 2012 - August 2012
Big Red Tutoring Services September 2011 - May 2012
Marlon Abela Restaurant Corp. July 2011 - July 2011
UBS Investment Bank May 2011 - May 2011
Skills
Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Research, Microsoft Excel, Business Strategy
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance and International Business
Horace Mann High School 2006 — 2010
Arqam Shaikh Arqam Shaikh's BMO Capital Markets Experience July 2014 - August 2015
Job Director at CIBC
Industry Capital Markets
Experience
CIBC September 2015 - Present
BMO Capital Markets July 2014 - August 2015
Citi November 2012 - July 2014
RBC Capital Markets February 2009 - October 2012
RBC Dexia Investor Services May 2008 - September 2008
RBC Royal Bank September 2007 - January 2008
Deutsche Bank January 2007 - May 2007
Scotiabank May 2006 - September 2006
Independent Electricity System Operator (IESO) September 2005 - January 2006
Teranet Inc. 2004 - 2004
Skills
Commodity, Derivatives, Capital Markets, Market Risk, Trading Systems, Business Analysis, Risk Management, Trading, Financial Modeling, Bloomberg, Options, Fixed Income, Management, Equities, SDLC, Investment Banking, Quantitative Finance, Financial Analysis, SQL, Valuation, Portfolio Management, Banking, Openlink, FX Options, Electronic Trading, Swaps, Asset Managment, Energy, Oil/Gas, Market Data, Visual C++, Equity Derivatives, Credit Derivatives, Structured Products, VBA, Natural Gas, Executive Management, Futures, AVS Scripting, Project Engineering, Endur, Regulatory Compliance, Dodd-Frank, Volcker, EMIR, MAS reporting, HKMA reporting, IIROC
Education
Ivey Business School at Western University 2014 — 2015
Executive MBA
University of Waterloo 2005 — 2009
Computer Science & Business, Computer Science, Math, Accounting, Finance
CIBC September 2015 - Present
BMO Capital Markets July 2014 - August 2015
Citi November 2012 - July 2014
RBC Capital Markets February 2009 - October 2012
RBC Dexia Investor Services May 2008 - September 2008
RBC Royal Bank September 2007 - January 2008
Deutsche Bank January 2007 - May 2007
Scotiabank May 2006 - September 2006
Independent Electricity System Operator (IESO) September 2005 - January 2006
Teranet Inc. 2004 - 2004
Skills
Commodity, Derivatives, Capital Markets, Market Risk, Trading Systems, Business Analysis, Risk Management, Trading, Financial Modeling, Bloomberg, Options, Fixed Income, Management, Equities, SDLC, Investment Banking, Quantitative Finance, Financial Analysis, SQL, Valuation, Portfolio Management, Banking, Openlink, FX Options, Electronic Trading, Swaps, Asset Managment, Energy, Oil/Gas, Market Data, Visual C++, Equity Derivatives, Credit Derivatives, Structured Products, VBA, Natural Gas, Executive Management, Futures, AVS Scripting, Project Engineering, Endur, Regulatory Compliance, Dodd-Frank, Volcker, EMIR, MAS reporting, HKMA reporting, IIROC
Education
Ivey Business School at Western University 2014 — 2015
Executive MBA
University of Waterloo 2005 — 2009
Computer Science & Business, Computer Science, Math, Accounting, Finance
Nasir Aziz Nasir Aziz's BMO Capital Markets Experience December 2013 - April 2014
Job AML Analyst
Industry Banking
Experience
HSBC Global Banking and Markets June 2014 - February 2015
BMO Capital Markets December 2013 - April 2014
CIBC World Markets July 2008 - June 2013
Softron Tax Services, Toronto February 2008 - May 2008
KASB Bank February 2000 - October 2005
SHELL PAKISTAN LIMITED January 1982 - August 1996
Skills
Ability to work..., decision-making, Strong organizational,..., Credit, Financial Analysis, Loans, Reconciliation, Customer Satisfaction, Account Reconciliation, Teamwork, Management, Analysis, Finance, Time Management, Microsoft Excel, Forecasting, Investments, Banking, Business Analysis, Sales, Customer Service, Microsoft Office
Education
Access 2008 — 2008
Certifications, Canadian Securities Course
Seneca College of Applied Arts and Technology 2006 — 2006
ACCPAC ACCOUNTING-MCT230, ACCOUNTING
Karachi University 1988 — 1992
Masters of Business Administration, Finance, General
Karachi University 1977 — 1979
Masters in Economics, Economics
HSBC Global Banking and Markets June 2014 - February 2015
BMO Capital Markets December 2013 - April 2014
CIBC World Markets July 2008 - June 2013
Softron Tax Services, Toronto February 2008 - May 2008
KASB Bank February 2000 - October 2005
SHELL PAKISTAN LIMITED January 1982 - August 1996
Skills
Ability to work..., decision-making, Strong organizational,..., Credit, Financial Analysis, Loans, Reconciliation, Customer Satisfaction, Account Reconciliation, Teamwork, Management, Analysis, Finance, Time Management, Microsoft Excel, Forecasting, Investments, Banking, Business Analysis, Sales, Customer Service, Microsoft Office
Education
Access 2008 — 2008
Certifications, Canadian Securities Course
Seneca College of Applied Arts and Technology 2006 — 2006
ACCPAC ACCOUNTING-MCT230, ACCOUNTING
Karachi University 1988 — 1992
Masters of Business Administration, Finance, General
Karachi University 1977 — 1979
Masters in Economics, Economics
Jonathan Price Jonathan Price's BMO Capital Markets Experience January 2012 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2012 - Present
BMO Capital Markets January 2009 - December 2011
Citi July 2008 - December 2008
Citi July 2005 - July 2008
Goldman Sachs May 2004 - August 2004
Education
Richard Ivey School of Business 2003 — 2005
HBA
The University of Calgary 2001 — 2003
BMO Capital Markets January 2012 - Present
BMO Capital Markets January 2009 - December 2011
Citi July 2008 - December 2008
Citi July 2005 - July 2008
Goldman Sachs May 2004 - August 2004
Education
Richard Ivey School of Business 2003 — 2005
HBA
The University of Calgary 2001 — 2003
Luke Pacold's BMO Capital Markets Experience July 2011 - October 2013
Job MBA Candidate, Class of 2017 at Chicago Booth
Industry Financial Services
Experience
Avant November 2013 - Present
BMO Capital Markets July 2011 - October 2013
UBS Wealth Management June 2010 - August 2010
Indiana University Bloomington September 2009 - December 2009
Skills
Corporate Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Office 2010, Asset Allocation, Securities, Investment Strategies, Investment Management, Analytics, Microsoft Excel, Data Analysis, Microsoft Office, Mutual Funds, Microsoft Office 2010
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Indiana University Bloomington 2007 — 2011
B.A., Economics, Latin
Saint Ignatius College Prep 2003 — 2007
Avant November 2013 - Present
BMO Capital Markets July 2011 - October 2013
UBS Wealth Management June 2010 - August 2010
Indiana University Bloomington September 2009 - December 2009
Skills
Corporate Finance, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Office 2010, Asset Allocation, Securities, Investment Strategies, Investment Management, Analytics, Microsoft Excel, Data Analysis, Microsoft Office, Mutual Funds, Microsoft Office 2010
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
Indiana University Bloomington 2007 — 2011
B.A., Economics, Latin
Saint Ignatius College Prep 2003 — 2007
Liam Miller Liam Miller's BMO Capital Markets Experience February 2014 - August 2014
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs September 2014 - Present
BMO Capital Markets February 2014 - August 2014
Merrill Lynch November 2012 - February 2014
Goldman Sachs April 2012 - November 2012
Goldman Sachs May 2011 - September 2011
JPMorgan Chase May 2010 - September 2010
Deloitte May 2009 - September 2009
Volkswagen May 2008 - September 2008
Suncor Energy May 2007 - September 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance and Investment Banking
University of Toronto 2006 — 2010
Bachelor of Engineering (B.Eng.), Minor in Commerce
Mentor College 2002 — 2006
Goldman Sachs September 2014 - Present
BMO Capital Markets February 2014 - August 2014
Merrill Lynch November 2012 - February 2014
Goldman Sachs April 2012 - November 2012
Goldman Sachs May 2011 - September 2011
JPMorgan Chase May 2010 - September 2010
Deloitte May 2009 - September 2009
Volkswagen May 2008 - September 2008
Suncor Energy May 2007 - September 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance and Investment Banking
University of Toronto 2006 — 2010
Bachelor of Engineering (B.Eng.), Minor in Commerce
Mentor College 2002 — 2006
Jon Lister Jon Lister's BMO Capital Markets Experience May 2011 - August 2011
Job Product Specialist at Blackhawk Network
Industry Consumer Goods
Experience
Blackhawk Network March 2015 - Present
Lyte Beverages LP August 2011 - Present
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets June 2010 - August 2010
Stuart Investment Management Limited June 2009 - August 2009
ClubLink Corporation - Lake Joseph Golf Club June 2008 - August 2008
Skills
Entrepreneurship, Business Strategy, Marketing Strategy, Public Speaking, Management, Marketing, Public Relations, Market Research, Sales, Start-ups, Time Management
Education
Richard Ivey School of Business 2011 — 2013
HBA, Finance, Marketing, Decision Making With Analytics, Strategy, Communications, Operations, Accounting
The University of Western Ontario 2009 — 2011
Business Management of Organizational Studies, Business, Economics, Management of Organizational Studies, Computer Science, Math
Upper Canada College 2004 — 2009
International Baccalaureate Diploma, Ontario Secondary School Diploma, Economics, Geography, English, Environmental Systems, Math, French
Blackhawk Network March 2015 - Present
Lyte Beverages LP August 2011 - Present
BMO Capital Markets May 2011 - August 2011
BMO Capital Markets June 2010 - August 2010
Stuart Investment Management Limited June 2009 - August 2009
ClubLink Corporation - Lake Joseph Golf Club June 2008 - August 2008
Skills
Entrepreneurship, Business Strategy, Marketing Strategy, Public Speaking, Management, Marketing, Public Relations, Market Research, Sales, Start-ups, Time Management
Education
Richard Ivey School of Business 2011 — 2013
HBA, Finance, Marketing, Decision Making With Analytics, Strategy, Communications, Operations, Accounting
The University of Western Ontario 2009 — 2011
Business Management of Organizational Studies, Business, Economics, Management of Organizational Studies, Computer Science, Math
Upper Canada College 2004 — 2009
International Baccalaureate Diploma, Ontario Secondary School Diploma, Economics, Geography, English, Environmental Systems, Math, French
Julia Douglas's BMO Capital Markets Experience September 2010 - January 2011
Job EA at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers June 2015 - Present
Nomura Securities August 2011 - October 2014
BMO Capital Markets September 2010 - January 2011
Barclays July 2007 - June 2010
Skills
Administrative..., Microsoft Office, Executive Support, Organization, Outlook, Microsoft Word, Internal Communications, Calendars, Accounts Payable, Health Insurance, Life Coaching
Education
Hofstra University 2000 — 2003
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
PricewaterhouseCoopers June 2015 - Present
Nomura Securities August 2011 - October 2014
BMO Capital Markets September 2010 - January 2011
Barclays July 2007 - June 2010
Skills
Administrative..., Microsoft Office, Executive Support, Organization, Outlook, Microsoft Word, Internal Communications, Calendars, Accounts Payable, Health Insurance, Life Coaching
Education
Hofstra University 2000 — 2003
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Adam Rashbaum's BMO Capital Markets Experience July 2011 - July 2013
Job Associate at The Yucaipa Companies
Industry Venture Capital & Private Equity
Experience
The Yucaipa Companies October 2014 - Present
TravelClick June 2014 - October 2014
BRIC Language Systems August 2013 - May 2014
BMO Capital Markets July 2011 - July 2013
Skills
Bloomberg, Microsoft Excel, SQL, PowerPoint, Equities, Creative Strategy, Equity Capital Markets, FactSet, Capital IQ, Online Marketing, Valuation, Corporate Finance, Private Equity
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's degree, Finance, Economics, Magna Cum Laude
The Yucaipa Companies October 2014 - Present
TravelClick June 2014 - October 2014
BRIC Language Systems August 2013 - May 2014
BMO Capital Markets July 2011 - July 2013
Skills
Bloomberg, Microsoft Excel, SQL, PowerPoint, Equities, Creative Strategy, Equity Capital Markets, FactSet, Capital IQ, Online Marketing, Valuation, Corporate Finance, Private Equity
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's degree, Finance, Economics, Magna Cum Laude
Andrew Kriegler's BMO Capital Markets Experience August 1993 - March 1997
Job President & Chief Executive Officer at IIROC (Investment Industry Regulatory Organization of Canada)
Industry Financial Services
Experience
IIROC (Investment Industry Regulatory Organization of Canada) November 2014 - Present
Office of the Superintendent of Financial Institutions of Canada February 2013 - October 2014
CIBC November 2008 - August 2012
Moody's Corporation January 2007 - June 2008
Moody's Investors Service September 2000 - December 2006
Canada Trust March 1997 - May 2000
BMO Capital Markets August 1993 - March 1997
CIBC World Markets December 1990 - August 1993
Education
Richard Ivey School of Business 1988 — 1990
Master of Business Administration (MBA)
University of Toronto - University of Trinity College 1982 — 1986
Bachelor of Science (B.Sc.), Economics & Computer Science
IIROC (Investment Industry Regulatory Organization of Canada) November 2014 - Present
Office of the Superintendent of Financial Institutions of Canada February 2013 - October 2014
CIBC November 2008 - August 2012
Moody's Corporation January 2007 - June 2008
Moody's Investors Service September 2000 - December 2006
Canada Trust March 1997 - May 2000
BMO Capital Markets August 1993 - March 1997
CIBC World Markets December 1990 - August 1993
Education
Richard Ivey School of Business 1988 — 1990
Master of Business Administration (MBA)
University of Toronto - University of Trinity College 1982 — 1986
Bachelor of Science (B.Sc.), Economics & Computer Science
Kyle Zhao Kyle Zhao's BMO Capital Markets Experience April 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2014 - Present
Highland Creek Partners LLC September 2013 - March 2014
Market IQ Inc July 2013 - August 2013
Watt International May 2012 - August 2012
Education
Richard Ivey School of Business 2011 — 2013
Honors Business Administration
CFA Institute
Completed all 3 levels of program on first attempt
BMO Capital Markets April 2014 - Present
Highland Creek Partners LLC September 2013 - March 2014
Market IQ Inc July 2013 - August 2013
Watt International May 2012 - August 2012
Education
Richard Ivey School of Business 2011 — 2013
Honors Business Administration
CFA Institute
Completed all 3 levels of program on first attempt
Joshua Sylvan's BMO Capital Markets Experience January 2012 - January 2012
Job Investment Banking Analyst at HSBC
Industry Banking
Experience
HSBC July 2013 - Present
Indiana University Kelley School of Business November 2011 - November 2012
HSBC June 2012 - August 2012
BMO Capital Markets January 2012 - January 2012
MB Financial Bank June 2011 - August 2011
Coe Financial Group May 2010 - August 2010
Trax Restaurant July 2008 - May 2010
Fox Point Tennis Club June 2009 - August 2009
Stir Crazy Restaurant May 2006 - July 2008
Skills
Strategy, Financial Modeling, Leadership, Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Major: Finance, Minor: Economics & Psychology
HSBC July 2013 - Present
Indiana University Kelley School of Business November 2011 - November 2012
HSBC June 2012 - August 2012
BMO Capital Markets January 2012 - January 2012
MB Financial Bank June 2011 - August 2011
Coe Financial Group May 2010 - August 2010
Trax Restaurant July 2008 - May 2010
Fox Point Tennis Club June 2009 - August 2009
Stir Crazy Restaurant May 2006 - July 2008
Skills
Strategy, Financial Modeling, Leadership, Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Major: Finance, Minor: Economics & Psychology
Mark Brici's BMO Capital Markets Experience July 2015 - Present
Job V.P. Global Trade & Banking at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
FirstMerit Bank October 2010 - June 2015
National City Bank (now PNC) 2002 - 2010
Nextel 1999 - 2001
Brightpoint 1997 - 1998
Skills
International Trade, Banking, Commercial Banking, Sales, Letters of Credit, Treasury Management, Credit, Finance, Loans, Cash Management, Credit Analysis, Commercial Lending, Small Business Lending, Financial Risk, Credit Risk, International Business
Education
Indiana Wesleyan University 1999 — 2002
M.B.A., Master of Business Administration
Indiana University Bloomington 1986 — 1990
B.S., Public Affairs
BMO Capital Markets July 2015 - Present
FirstMerit Bank October 2010 - June 2015
National City Bank (now PNC) 2002 - 2010
Nextel 1999 - 2001
Brightpoint 1997 - 1998
Skills
International Trade, Banking, Commercial Banking, Sales, Letters of Credit, Treasury Management, Credit, Finance, Loans, Cash Management, Credit Analysis, Commercial Lending, Small Business Lending, Financial Risk, Credit Risk, International Business
Education
Indiana Wesleyan University 1999 — 2002
M.B.A., Master of Business Administration
Indiana University Bloomington 1986 — 1990
B.S., Public Affairs
Allard Westra Allard Westra's BMO Capital Markets Experience July 2006 - Present
Job Vice President, Trade Finance at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2006 - Present
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Portfolio Management, Credit Analysis, Financial Structuring, Derivatives, Credit Risk, Equities, Commercial Banking, Valuation, Structured Finance, Banking, Financial Analysis, Credit, Risk Management
Education
IESE Business School 1982 — 1984
MBA
University of Calgary 1977 — 1982
Bachelor of Commerce (BCom), Finance, General
BMO Capital Markets July 2006 - Present
Skills
Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Portfolio Management, Credit Analysis, Financial Structuring, Derivatives, Credit Risk, Equities, Commercial Banking, Valuation, Structured Finance, Banking, Financial Analysis, Credit, Risk Management
Education
IESE Business School 1982 — 1984
MBA
University of Calgary 1977 — 1982
Bachelor of Commerce (BCom), Finance, General
Jeffrey Gao Jeffrey Gao's BMO Capital Markets Experience January 2010 - July 2013
Job Head of trading execution and technologies
Industry Financial Services
Experience
A New York area hedge fund August 2013 - Present
BMO Capital Markets January 2010 - July 2013
IBM Platform Computing October 2005 - January 2010
Axiomsoft July 2003 - September 2005
Skills
Algorithm Trading, High..., Financial product..., Capital Markets, Trading Systems, C#, Java, Unix, SQL, C++, VBA, Distributed Systems
Education
York University - Schulich School of Business 2008 — 2009
Financial Engineering, Schulich School of Business
York University 2000 — 2003
M.Sc, Computer Science
Jilin University 1996 — 2000
B.Sc, Computer Science
A New York area hedge fund August 2013 - Present
BMO Capital Markets January 2010 - July 2013
IBM Platform Computing October 2005 - January 2010
Axiomsoft July 2003 - September 2005
Skills
Algorithm Trading, High..., Financial product..., Capital Markets, Trading Systems, C#, Java, Unix, SQL, C++, VBA, Distributed Systems
Education
York University - Schulich School of Business 2008 — 2009
Financial Engineering, Schulich School of Business
York University 2000 — 2003
M.Sc, Computer Science
Jilin University 1996 — 2000
B.Sc, Computer Science
Esther D. Chen'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
Kelley School of Business August 2013 - November 2013
ArcelorMittal May 2013 - August 2013
Kelley School of Business March 2011 - May 2013
Beijing Beking Int’l Home Furnishings Trading Co., Ltd June 2012 - August 2012
Kelley School of Business March 2011 - May 2012
Flagship Chinese Institute, Indiana University March 2011 - August 2011
Skills
Adobe Bridge, Digital Photography, Creative Problem Solving, Attention To Detail, Microsoft Office, Microsoft Excel, Leadership, Social Media, Team Leadership, Financial Analysis, Teamwork, Research, Access, Data Analysis, Analysis, PowerPoint, Photoshop, Public Speaking, Event Planning
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance, Economic Consulting, 3.92/4.00
Beijing High School Four 2007 — 2010
BMO Capital Markets July 2014 - Present
Kelley School of Business August 2013 - November 2013
ArcelorMittal May 2013 - August 2013
Kelley School of Business March 2011 - May 2013
Beijing Beking Int’l Home Furnishings Trading Co., Ltd June 2012 - August 2012
Kelley School of Business March 2011 - May 2012
Flagship Chinese Institute, Indiana University March 2011 - August 2011
Skills
Adobe Bridge, Digital Photography, Creative Problem Solving, Attention To Detail, Microsoft Office, Microsoft Excel, Leadership, Social Media, Team Leadership, Financial Analysis, Teamwork, Research, Access, Data Analysis, Analysis, PowerPoint, Photoshop, Public Speaking, Event Planning
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance, Economic Consulting, 3.92/4.00
Beijing High School Four 2007 — 2010
Rajan Chopra Rajan Chopra's BMO Capital Markets Experience 2008 - 2010
Job
Industry Internet
Experience
VerticalScope Inc. April 2014 - Present
VerticalScope Inc. 2013 - Present
ZS Associates 2012 - 2012
Public Mobile 2010 - 2011
BMO Capital Markets 2008 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Strategy, Business Strategy, Investment Banking, Venture Capital, Corporate Development, Mergers & Acquisitions, Market Research, Private Equity, Management Consulting, Competitive Analysis, Due Diligence, Business Analysis, Analytics, Entrepreneurship, Equities, Business Development, Investments, Acquisitions, Strategic Planning, Wireless, Technology
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2012
MBA
The University of Western Ontario - Richard Ivey School of Business 2003 — 2007
HBA, Business Administration
VerticalScope Inc. April 2014 - Present
VerticalScope Inc. 2013 - Present
ZS Associates 2012 - 2012
Public Mobile 2010 - 2011
BMO Capital Markets 2008 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Strategy, Business Strategy, Investment Banking, Venture Capital, Corporate Development, Mergers & Acquisitions, Market Research, Private Equity, Management Consulting, Competitive Analysis, Due Diligence, Business Analysis, Analytics, Entrepreneurship, Equities, Business Development, Investments, Acquisitions, Strategic Planning, Wireless, Technology
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2012
MBA
The University of Western Ontario - Richard Ivey School of Business 2003 — 2007
HBA, Business Administration
Deirdre Neary Deirdre Neary's BMO Capital Markets Experience October 2002 - March 2004
Job Senior Manager, Investor Relations at TD Bank Group
Industry Financial Services
Experience
TD Bank Group April 2011 - Present
AGF Management Limited August 2008 - December 2010
Angiotech Pharmaceuticals September 2006 - July 2008
Scotiabank Global Banking and Markets March 2004 - July 2006
BMO Capital Markets October 2002 - March 2004
BMO Capital Markets May 2001 - August 2001
BMO Capital Markets March 1994 - July 2000
Skills
Financial Analysis, Investor Relations, Corporate Communications, Financial Modeling, Due Diligence, Capital Markets, Business Planning, Corporate Finance, Investments, Valuation, Mergers & Acquisitions, Strategy, Portfolio Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
University of King's College 1989 — 1993
Bachelor of Science (B.Sc.), Advanced Major, Economics
TD Bank Group April 2011 - Present
AGF Management Limited August 2008 - December 2010
Angiotech Pharmaceuticals September 2006 - July 2008
Scotiabank Global Banking and Markets March 2004 - July 2006
BMO Capital Markets October 2002 - March 2004
BMO Capital Markets May 2001 - August 2001
BMO Capital Markets March 1994 - July 2000
Skills
Financial Analysis, Investor Relations, Corporate Communications, Financial Modeling, Due Diligence, Capital Markets, Business Planning, Corporate Finance, Investments, Valuation, Mergers & Acquisitions, Strategy, Portfolio Management, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
Master of Business Administration (MBA)
University of King's College 1989 — 1993
Bachelor of Science (B.Sc.), Advanced Major, Economics
Evan Young Evan Young's BMO Capital Markets Experience September 2008 - April 2009
Job Manager, Investor Relations at Primero Mining | MSc, DIC | Finance Professional
Industry Capital Markets
Experience
Primero Mining Corp November 2014 - Present
Haywood Securities January 2011 - November 2014
BMO Capital Markets September 2008 - April 2009
Education
Imperial College London 2006 — 2007
MSc & DIC
University of Toronto 2009 — 2010
PhD Candidate
Queen's University 2002 — 2006
BSc
Primero Mining Corp November 2014 - Present
Haywood Securities January 2011 - November 2014
BMO Capital Markets September 2008 - April 2009
Education
Imperial College London 2006 — 2007
MSc & DIC
University of Toronto 2009 — 2010
PhD Candidate
Queen's University 2002 — 2006
BSc
Kruslak Peter Kruslak Peter's BMO Capital Markets Experience November 2007 - October 2013
Job Senior Consultant at Northern Trust Corporation
Industry Capital Markets
Experience
Northern Trust Corporation - Hedge Fund Services April 2014 - Present
BMO Capital Markets November 2007 - October 2013
Rosenthal Collins Group May 2005 - July 2007
CBOE October 2000 - November 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Trading Systems, Equities, Options, Hedge Funds, Investment Banking, Electronic Trading, Trading Strategies, Trading, Proprietary Trading, Series 7, Rates, Money Market, Derivatives, Equity Derivatives, Interest Rate..., Back Office
Education
Stanford University 2013 — 2015
Graduate Certificate, Computer Science
Illinois Institute of Technology 2003 — 2005
M.S., Finance
Northern Illinois University 1995 — 2000
Bachelor of Science (BS), Finance, General
Northern Trust Corporation - Hedge Fund Services April 2014 - Present
BMO Capital Markets November 2007 - October 2013
Rosenthal Collins Group May 2005 - July 2007
CBOE October 2000 - November 2004
Skills
Fixed Income, Capital Markets, Bloomberg, Trading Systems, Equities, Options, Hedge Funds, Investment Banking, Electronic Trading, Trading Strategies, Trading, Proprietary Trading, Series 7, Rates, Money Market, Derivatives, Equity Derivatives, Interest Rate..., Back Office
Education
Stanford University 2013 — 2015
Graduate Certificate, Computer Science
Illinois Institute of Technology 2003 — 2005
M.S., Finance
Northern Illinois University 1995 — 2000
Bachelor of Science (BS), Finance, General
Nick Bramley Nick Bramley's BMO Capital Markets Experience October 2012 - Present
Job Director, Trading Products
Industry Financial Services
Experience
BMO Capital Markets October 2012 - Present
Trading Technologies Canada Ltd February 2009 - October 2012
Born Capital March 2004 - May 2008
Patsystems 1999 - 2004
NYSE Euronext March 1995 - August 1999
Skills
Trading, Electronic Trading, Trading Systems, Market Data, Financial Markets, Derivatives, Options, Fixed Income, Equities, Hedge Funds, Capital Markets, FX Options, Equity Derivatives, Bloomberg
Education
Ithaca College 1987 — 1991
Bsc, Business Marketing
BMO Capital Markets October 2012 - Present
Trading Technologies Canada Ltd February 2009 - October 2012
Born Capital March 2004 - May 2008
Patsystems 1999 - 2004
NYSE Euronext March 1995 - August 1999
Skills
Trading, Electronic Trading, Trading Systems, Market Data, Financial Markets, Derivatives, Options, Fixed Income, Equities, Hedge Funds, Capital Markets, FX Options, Equity Derivatives, Bloomberg
Education
Ithaca College 1987 — 1991
Bsc, Business Marketing
Christopher Wu Christopher Wu's BMO Capital Markets Experience July 2014 - Present
Job Associate, Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - June 2014
BMO Capital Markets May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Finance, LBO, DCF, Bloomberg, Capital IQ
Education
Richard Ivey School of Business 2009 — 2011
Honors Business Administration
Western University 2007 — 2009
BMSc., Medical Sciences
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - June 2014
BMO Capital Markets May 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Finance, LBO, DCF, Bloomberg, Capital IQ
Education
Richard Ivey School of Business 2009 — 2011
Honors Business Administration
Western University 2007 — 2009
BMSc., Medical Sciences
Matt Devine Matt Devine's BMO Capital Markets Experience September 2012 - August 2014
Job Senior Manager at Deloitte Canada
Industry Management Consulting
Experience
Deloitte Canada August 2014 - Present
BMO Capital Markets September 2012 - August 2014
Deloitte April 2010 - September 2012
Algorithmics August 2006 - April 2010
BearingPoint 2006 - 2007
Several Software Companies May 1999 - May 2003
Skills
Basel II, Market Risk, Financial Risk, Risk Management, Operational Risk, Capital Markets, Management Consulting, Credit Risk, Enterprise Risk..., Financial Services, Basel III, Finance, Business Analysis, Financial Modeling, Stress Testing, Derivatives, VAR, Economic Capital, Consulting, Liquidity Risk, Financial Institutions, Governance, Regulatory Capital, Dodd-Frank, Capital Management, Data Governance, Project Management, AML, ORSA, Management, Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
MBA, Finance
University of Toronto - University of Trinity College 1995 — 2000
BSc., Mathematics, Computer Science
Deloitte Canada August 2014 - Present
BMO Capital Markets September 2012 - August 2014
Deloitte April 2010 - September 2012
Algorithmics August 2006 - April 2010
BearingPoint 2006 - 2007
Several Software Companies May 1999 - May 2003
Skills
Basel II, Market Risk, Financial Risk, Risk Management, Operational Risk, Capital Markets, Management Consulting, Credit Risk, Enterprise Risk..., Financial Services, Basel III, Finance, Business Analysis, Financial Modeling, Stress Testing, Derivatives, VAR, Economic Capital, Consulting, Liquidity Risk, Financial Institutions, Governance, Regulatory Capital, Dodd-Frank, Capital Management, Data Governance, Project Management, AML, ORSA, Management, Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
MBA, Finance
University of Toronto - University of Trinity College 1995 — 2000
BSc., Mathematics, Computer Science
Mitchell Sasseman's BMO Capital Markets Experience June 2015 - Present
Job Summer Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
Materials Processing, Inc. April 2014 - August 2014
City Barbeque April 2014 - August 2014
Monon Community Center May 2010 - August 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Finance, Strategic Thinking, Communication, Goal Oriented, Microsoft Powerpoint, Investment Banking, Financial Modeling, Critical Thinking, PowerPoint, Teamwork, Time Management, Microsoft Word
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
BMO Capital Markets June 2015 - Present
Materials Processing, Inc. April 2014 - August 2014
City Barbeque April 2014 - August 2014
Monon Community Center May 2010 - August 2013
Skills
Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Finance, Strategic Thinking, Communication, Goal Oriented, Microsoft Powerpoint, Investment Banking, Financial Modeling, Critical Thinking, PowerPoint, Teamwork, Time Management, Microsoft Word
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance, Junior
Zachary J. Hanlon'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
BMO Capital Markets June 2014 - August 2014
Focus Capital Advisors June 2013 - August 2013
LaSalle St. Securities June 2013 - August 2013
LarMar Foods June 2011 - July 2011
Skills
Microsoft Office, Financial Markets, Bloomberg Terminal
Education
University of Wisconsin-Madison 2012 — 2015
Bachelor’s Degree, Finance, Investment & Banking
Illinois Wesleyan University 2011 — 2011
Business Administration
Providence Catholic High School 2007 — 2011
High School
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - August 2014
Focus Capital Advisors June 2013 - August 2013
LaSalle St. Securities June 2013 - August 2013
LarMar Foods June 2011 - July 2011
Skills
Microsoft Office, Financial Markets, Bloomberg Terminal
Education
University of Wisconsin-Madison 2012 — 2015
Bachelor’s Degree, Finance, Investment & Banking
Illinois Wesleyan University 2011 — 2011
Business Administration
Providence Catholic High School 2007 — 2011
High School
James Pak's BMO Capital Markets Experience June 2014 - August 2014
Job Investigative Consultant at Sun Life Financial
Industry Higher Education
Experience
Sun Life Financial August 2015 - Present
BMO Capital Markets June 2014 - August 2014
LG Electronics July 2012 - August 2012
Skills
Analytics, Team Leadership, Accounting, Financial Analysis, Event Management, Microsoft Excel, Risk Assessment, Anti Money Laundering, Due Diligence, Research
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts (BA), Honours Business Administration
The University of Western Ontario 2011 — 2013
Bachelor of Management and Organizational Studies Degree, Honours Specialization in Accounting
Sun Life Financial August 2015 - Present
BMO Capital Markets June 2014 - August 2014
LG Electronics July 2012 - August 2012
Skills
Analytics, Team Leadership, Accounting, Financial Analysis, Event Management, Microsoft Excel, Risk Assessment, Anti Money Laundering, Due Diligence, Research
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts (BA), Honours Business Administration
The University of Western Ontario 2011 — 2013
Bachelor of Management and Organizational Studies Degree, Honours Specialization in Accounting
Andrew Dunham Andrew Dunham's BMO Capital Markets Experience October 2011 - October 2013
Job INVESTMENT ANALYST ◈ RESEARCH ASSOCIATE
Industry Financial Services
Experience
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Daniel Lee's BMO Capital Markets Experience July 2013 - July 2015
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Morgan Stanley November 2011 - November 2011
Bank of America Merrill Lynch October 2011 - October 2011
Coty June 2011 - August 2011
UBS May 2010 - August 2010
Meecorp Capital Markets May 2010 - August 2010
Education
Indiana University - Kelley School of Business
BS, Finance
John P. Stevens High School
Bank of America Merrill Lynch August 2015 - Present
BMO Capital Markets July 2013 - July 2015
Morgan Stanley November 2011 - November 2011
Bank of America Merrill Lynch October 2011 - October 2011
Coty June 2011 - August 2011
UBS May 2010 - August 2010
Meecorp Capital Markets May 2010 - August 2010
Education
Indiana University - Kelley School of Business
BS, Finance
John P. Stevens High School
Pamela Draper Pamela Draper's BMO Capital Markets Experience November 2014 - Present
Job Director, Debt Capital Markets at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2011 - October 2014
BMO Capital Markets September 2010 - December 2011
CIBC Asset-Based Lending Inc. June 2006 - September 2010
CIT Business Credit Canada Inc. June 2004 - May 2006
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
HBA
CFA Candidate
BMO Capital Markets November 2014 - Present
BMO Capital Markets November 2011 - October 2014
BMO Capital Markets September 2010 - December 2011
CIBC Asset-Based Lending Inc. June 2006 - September 2010
CIT Business Credit Canada Inc. June 2004 - May 2006
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
HBA
CFA Candidate
Kevin Malone Kevin Malone's BMO Capital Markets Experience July 1985 - December 2010
Job MD, Private Wealth Group, BMO Harris Private Banking
Industry Banking
Experience
BMO Private Banking January 2010 - Present
BMO Capital Markets July 1985 - December 2010
Skills
Strategic Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA, Business
Queen's University 1977 — 1981
Honours BA Economics, Economics
BMO Private Banking January 2010 - Present
BMO Capital Markets July 1985 - December 2010
Skills
Strategic Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1983 — 1985
MBA, Business
Queen's University 1977 — 1981
Honours BA Economics, Economics
nasrin golestani nasrin golestani's BMO Capital Markets Experience March 2008 - Present
Job Senior software developer at BMO Capital Markets
Industry Computer Software
Experience
BMO Capital Markets March 2008 - Present
ISC 1999 - 2008
Skills
Oracle, Microsoft SQL Server, Programming, ETL, PL/SQL, Requirements Gathering, SQL, Shell Scripting, Java Enterprise Edition, Database Design, Requirements Analysis, Software Development, Agile Methodologies, SDLC, Business Analysis, Software Project..., Java, Databases, Optimization
Education
Isfahan University of Technology
BMO Capital Markets March 2008 - Present
ISC 1999 - 2008
Skills
Oracle, Microsoft SQL Server, Programming, ETL, PL/SQL, Requirements Gathering, SQL, Shell Scripting, Java Enterprise Edition, Database Design, Requirements Analysis, Software Development, Agile Methodologies, SDLC, Business Analysis, Software Project..., Java, Databases, Optimization
Education
Isfahan University of Technology
Susan Beyler's BMO Capital Markets Experience August 2006 - September 2008
Job Principal at 33 Realty
Industry Real Estate
Experience
33 Realty 2009 - Present
InnerWorkings September 2008 - October 2009
BMO Capital Markets August 2006 - September 2008
Protiviti 2005 - 2006
Skills
Real Estate, Investments, Financial Modeling, Due Diligence, Investment Banking, Real Estate Investment, Investment Properties, Property Management, Financial Analysis, Residential Homes, New Business Development
Education
Indiana University 2002 — 2005
BS, Finance
33 Realty 2009 - Present
InnerWorkings September 2008 - October 2009
BMO Capital Markets August 2006 - September 2008
Protiviti 2005 - 2006
Skills
Real Estate, Investments, Financial Modeling, Due Diligence, Investment Banking, Real Estate Investment, Investment Properties, Property Management, Financial Analysis, Residential Homes, New Business Development
Education
Indiana University 2002 — 2005
BS, Finance
Vignesh V's BMO Capital Markets Experience November 2011 - October 2013
Job CEO
Industry Computer Software
Experience
Chronite Inc November 2014 - Present
Royal bank of Canada November 2014 - November 2014
Polaris Financial Technology Limited June 2008 - October 2014
BMO Capital Markets November 2011 - October 2013
TD Bank Group 2010 - 2011
UST Global February 2007 - June 2008
Excelacom Technologies February 2006 - April 2007
Skills
QTP, Quality Center, Testing, Manual Testing, Test Planning, Test Management, Test Strategy, Defect Tracking, System Testing, User Acceptance Testing, Regression Testing, Test Cases, Test Execution, Software Quality..., Web Testing, System Integration..., Quality Assurance, Integration Testing, Agile Testing, Functional Testing, HP Quality Center, HP QTP, Project Management, Team Leadership
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.TECH, Information Technology
St.john's parish School 1998 — 1998
ICSE, ICSE
Chronite Inc November 2014 - Present
Royal bank of Canada November 2014 - November 2014
Polaris Financial Technology Limited June 2008 - October 2014
BMO Capital Markets November 2011 - October 2013
TD Bank Group 2010 - 2011
UST Global February 2007 - June 2008
Excelacom Technologies February 2006 - April 2007
Skills
QTP, Quality Center, Testing, Manual Testing, Test Planning, Test Management, Test Strategy, Defect Tracking, System Testing, User Acceptance Testing, Regression Testing, Test Cases, Test Execution, Software Quality..., Web Testing, System Integration..., Quality Assurance, Integration Testing, Agile Testing, Functional Testing, HP Quality Center, HP QTP, Project Management, Team Leadership
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.TECH, Information Technology
St.john's parish School 1998 — 1998
ICSE, ICSE
Alexander Wilson's BMO Capital Markets Experience July 2014 - May 2015
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Banking
Experience
Perella Weinberg Partners May 2015 - Present
BMO Capital Markets July 2014 - May 2015
Indiana University Bloomington August 2010 - May 2014
Unicredit Bank Ukraine June 2013 - July 2013
Hillenbrand, Inc. May 2012 - August 2012
Skills
Research, Time Management, Leadership, Public Speaking, Management, Critical Thinking, Data Analysis, Russian, PowerPoint, Microsoft Excel, Public Relations, Marketing, Spanish, Financial Modeling, Venture Philanthropy, Valuation, Editing, Access
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), History, 3.89/4.00
Perella Weinberg Partners May 2015 - Present
BMO Capital Markets July 2014 - May 2015
Indiana University Bloomington August 2010 - May 2014
Unicredit Bank Ukraine June 2013 - July 2013
Hillenbrand, Inc. May 2012 - August 2012
Skills
Research, Time Management, Leadership, Public Speaking, Management, Critical Thinking, Data Analysis, Russian, PowerPoint, Microsoft Excel, Public Relations, Marketing, Spanish, Financial Modeling, Venture Philanthropy, Valuation, Editing, Access
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), History, 3.89/4.00
Jeffrey Idehen's BMO Capital Markets Experience May 2014 - August 2014
Job J.P. Morgan | The Private Bank Associate
Industry Banking
Experience
J.P. Morgan August 2015 - Present
TeamGINI [non-profit organization] December 2010 - Present
BMO Capital Markets May 2014 - August 2014
Bank of America July 2004 - August 2013
Skills
Business Strategy, Leadership, Strategic Planning, Team Leadership, Communication, Coaching, Banking, Marketing Strategy, Retail Banking, Cross Selling, Personal Banking, Community Outreach, Management, Operations Management, Program Management, Fundraising, Team Building, Analysis, Leadership Development, Business Development, Process Improvement
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Securities / Strategic Consulting
University of Houston-Downtown 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Houston 2004 — 2007
J.P. Morgan August 2015 - Present
TeamGINI [non-profit organization] December 2010 - Present
BMO Capital Markets May 2014 - August 2014
Bank of America July 2004 - August 2013
Skills
Business Strategy, Leadership, Strategic Planning, Team Leadership, Communication, Coaching, Banking, Marketing Strategy, Retail Banking, Cross Selling, Personal Banking, Community Outreach, Management, Operations Management, Program Management, Fundraising, Team Building, Analysis, Leadership Development, Business Development, Process Improvement
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Securities / Strategic Consulting
University of Houston-Downtown 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Houston 2004 — 2007
Kyle Knezovich's BMO Capital Markets Experience July 2011 - November 2013
Job Manager Corporate Financial Planning & Analysis at Ventas, Inc.
Industry Real Estate
Experience
Ventas, Inc. August 2015 - Present
Ventas, Inc. March 2015 - August 2015
Ventas, Inc. December 2013 - March 2015
BMO Capital Markets July 2011 - November 2013
Indiana University August 2010 - May 2011
KeyBanc Capital Markets May 2010 - July 2010
Indiana University August 2009 - May 2010
General Motors May 2008 - August 2008
General Motors May 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Entrepreneurship, Analysis, Finance, Management, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Capital Markets, Equities, Equity Research, Due Diligence, LBO, Private Equity, DCF, Equity Valuation, Business Valuation, Leveraged Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Homestead High School 2003 — 2007
High School Diploma
Ventas, Inc. August 2015 - Present
Ventas, Inc. March 2015 - August 2015
Ventas, Inc. December 2013 - March 2015
BMO Capital Markets July 2011 - November 2013
Indiana University August 2010 - May 2011
KeyBanc Capital Markets May 2010 - July 2010
Indiana University August 2009 - May 2010
General Motors May 2008 - August 2008
General Motors May 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Entrepreneurship, Analysis, Finance, Management, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Capital Markets, Equities, Equity Research, Due Diligence, LBO, Private Equity, DCF, Equity Valuation, Business Valuation, Leveraged Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance & Accounting
Homestead High School 2003 — 2007
High School Diploma
Matthew Larocque Matthew Larocque's BMO Capital Markets Experience 2001 - Present
Job Director, FX Trading Products at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2001 - Present
Skills
FX Options, FX trading, Trading, Risk Management, Fixed Income, Electronic Trading, Credit Derivatives, Options, Hedging, Structured Products, Banking, Investment Banking, Asset Management, Bonds, Investments, Portfolio Management, Equity Trading, Foreign Exchange, Financial Markets, Financial Services, Equities, Equity Research, Quantitative Finance, Commodity, Trading Systems, Derivatives, Market Data, Technical Analysis, Private Equity, Alternative Investments, Securities, Emerging Markets, Swaps, Proprietary Trading, Bloomberg, Hedge Funds, Structured Finance, Capital Markets, Valuation, Financial Structuring, Currency, Money Market, Market Risk, Equity Derivatives, Interest Rate..., Market Making, Financial Risk, Trading Strategies, Prime Brokerage, Financial Modeling
Education
Ivey Business School at Western University
Humber College 1999 — 2001
Business Management - Financial Services
BMO Capital Markets 2001 - Present
Skills
FX Options, FX trading, Trading, Risk Management, Fixed Income, Electronic Trading, Credit Derivatives, Options, Hedging, Structured Products, Banking, Investment Banking, Asset Management, Bonds, Investments, Portfolio Management, Equity Trading, Foreign Exchange, Financial Markets, Financial Services, Equities, Equity Research, Quantitative Finance, Commodity, Trading Systems, Derivatives, Market Data, Technical Analysis, Private Equity, Alternative Investments, Securities, Emerging Markets, Swaps, Proprietary Trading, Bloomberg, Hedge Funds, Structured Finance, Capital Markets, Valuation, Financial Structuring, Currency, Money Market, Market Risk, Equity Derivatives, Interest Rate..., Market Making, Financial Risk, Trading Strategies, Prime Brokerage, Financial Modeling
Education
Ivey Business School at Western University
Humber College 1999 — 2001
Business Management - Financial Services
Eugene Polevoy's BMO Capital Markets Experience July 2012 - December 2014
Job Associate at ONCAP Management Partners L.P.
Industry Venture Capital & Private Equity
Experience
Onex January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Ontario Securities Commission June 2011 - August 2011
McCarthy Tetrault LLP. May 2011 - August 2011
S&E AUTO 2005 - August 2010
Skills
Mergers, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Finance, Corporate Law, Restructuring, Securities, IPO, Securities Regulation, Capital Markets, Management, Financial Modeling, Valuation, Private Equity, Accounting, M&A experience, Equities, Mergers & Acquisitions, Business Valuation, Corporate Development, Equity Valuation
Education
Richard Ivey School of Business 2009 — 2012
MBA, Master Business Administration, Finance
University of Western Ontario - Western Law 2009 — 2012
Juris Doctor (J.D.), Faculty of Law
CFA Institute 2011 — 2011
CFA Candidate
York University 2005 — 2009
BA (Specialized Honors), Economics
Onex January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Ontario Securities Commission June 2011 - August 2011
McCarthy Tetrault LLP. May 2011 - August 2011
S&E AUTO 2005 - August 2010
Skills
Mergers, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Finance, Corporate Law, Restructuring, Securities, IPO, Securities Regulation, Capital Markets, Management, Financial Modeling, Valuation, Private Equity, Accounting, M&A experience, Equities, Mergers & Acquisitions, Business Valuation, Corporate Development, Equity Valuation
Education
Richard Ivey School of Business 2009 — 2012
MBA, Master Business Administration, Finance
University of Western Ontario - Western Law 2009 — 2012
Juris Doctor (J.D.), Faculty of Law
CFA Institute 2011 — 2011
CFA Candidate
York University 2005 — 2009
BA (Specialized Honors), Economics
Shakira Baccus's BMO Capital Markets Experience March 2009 - October 2009
Job Executive Assistant at Picsolve International
Industry Capital Markets
Experience
Picsolve International August 2012 - Present
CNL 2012 - 2012
xpedx October 2009 - December 2011
BMO Capital Markets March 2009 - October 2009
Rust-Oleum June 2008 - January 2009
Aluma Systems 2004 - 2007
Ontario Ministry of Health and Long-Term Care 2003 - 2004
Skills
Event Planning, SAP, Microsoft Office, Adobe, Customer Relations, Database Administration, Lotus Notes, Outlook, PowerPoint, Word, Excel, Customer Service, Problem Solving, Administrative Support, Scheduling, Accounts Payable, Access, Research, Administrative..., Microsoft Excel, Payroll, Microsoft Word, Budgets, Team Leadership, Employee Relations, Administrative..., Project Management, Team Building
Education
Humber College
Picsolve International August 2012 - Present
CNL 2012 - 2012
xpedx October 2009 - December 2011
BMO Capital Markets March 2009 - October 2009
Rust-Oleum June 2008 - January 2009
Aluma Systems 2004 - 2007
Ontario Ministry of Health and Long-Term Care 2003 - 2004
Skills
Event Planning, SAP, Microsoft Office, Adobe, Customer Relations, Database Administration, Lotus Notes, Outlook, PowerPoint, Word, Excel, Customer Service, Problem Solving, Administrative Support, Scheduling, Accounts Payable, Access, Research, Administrative..., Microsoft Excel, Payroll, Microsoft Word, Budgets, Team Leadership, Employee Relations, Administrative..., Project Management, Team Building
Education
Humber College
Aditi Gorani's BMO Capital Markets Experience June 2015 - Present
Job Senior Analyst, Planning & Forecasting at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2015 - Present
Bank of Montreal December 2011 - June 2015
Bank of Montreal May 2011 - December 2011
BMO Bank of Montreal November 2010 - April 2011
Bank of Montreal February 2008 - October 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Cost Accounting, Internal Audit, Collaborative Problem..., Economic Research, International Trade, International Economics, Risk Management, Business Analysis, Forecasting, Business Process, Analysis, Financial Services, Banking, Leadership, Finance, Change Management, Management
Education
Certified General Accountants of Ontario 2013 — 2015
Humber College 2012 — 2014
French Language Certificate
Institute of Internal Auditors (IIA) 2011 — 2013
Certified Internal Auditor
York University 2003 — 2009
BA, Business Economics
BMO Capital Markets June 2015 - Present
Bank of Montreal December 2011 - June 2015
Bank of Montreal May 2011 - December 2011
BMO Bank of Montreal November 2010 - April 2011
Bank of Montreal February 2008 - October 2010
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Cost Accounting, Internal Audit, Collaborative Problem..., Economic Research, International Trade, International Economics, Risk Management, Business Analysis, Forecasting, Business Process, Analysis, Financial Services, Banking, Leadership, Finance, Change Management, Management
Education
Certified General Accountants of Ontario 2013 — 2015
Humber College 2012 — 2014
French Language Certificate
Institute of Internal Auditors (IIA) 2011 — 2013
Certified Internal Auditor
York University 2003 — 2009
BA, Business Economics
Nick Gouwens's BMO Capital Markets Experience October 2010 - November 2014
Job Presentation Specialist at Williams Lea
Industry Architecture & Planning
Experience
Williams Lea November 2014 - Present
BMO Capital Markets October 2010 - November 2014
Gouwens Engineering Consultants, Inc. January 2001 - June 2013
TKA + Partners June 2008 - October 2010
Mark Niego & Company February 2005 - November 2009
Mr. Coupon January 2009 - June 2009
Concrete Reinforcing Steel Institute January 2006 - June 2008
Skills
Architecture, Architectural Design, Space-planning, Sustainable Design, Urban Planning, Design Research, AutoCAD, SketchUp, Submittals, Space planning, Illustrator, Revit, Adobe Creative Suite, Sustainability, InDesign, Rendering, Urban Design, Photoshop, Drawing, Microsoft Office, Quality Control, Space Planning
Education
Judson University 2009 — 2012
Master of Architecture (M.Arch.), Architecture
Judson University 2006 — 2008
Bachelor of Arts (B.A.), Architecture
Illinois Institute of Technology 2003 — 2005
Architecture
Williams Lea November 2014 - Present
BMO Capital Markets October 2010 - November 2014
Gouwens Engineering Consultants, Inc. January 2001 - June 2013
TKA + Partners June 2008 - October 2010
Mark Niego & Company February 2005 - November 2009
Mr. Coupon January 2009 - June 2009
Concrete Reinforcing Steel Institute January 2006 - June 2008
Skills
Architecture, Architectural Design, Space-planning, Sustainable Design, Urban Planning, Design Research, AutoCAD, SketchUp, Submittals, Space planning, Illustrator, Revit, Adobe Creative Suite, Sustainability, InDesign, Rendering, Urban Design, Photoshop, Drawing, Microsoft Office, Quality Control, Space Planning
Education
Judson University 2009 — 2012
Master of Architecture (M.Arch.), Architecture
Judson University 2006 — 2008
Bachelor of Arts (B.A.), Architecture
Illinois Institute of Technology 2003 — 2005
Architecture
Kyle Ray Kyle Ray's BMO Capital Markets Experience October 2014 - April 2015
Job Director at UBS Investment Bank
Industry Oil & Energy
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets October 2014 - April 2015
ConocoPhillips February 2014 - October 2014
ConocoPhillips July 2010 - February 2014
ConocoPhillips June 2009 - August 2009
Apache Corporation June 2008 - August 2008
Skills
Reservoir Engineering, Petroleum Engineering, Upstream, Reservoir Management, Reservoir Simulation, Decline Curve Analysis, Petroleum Economics, Waterflooding, Enhanced Oil Recovery, Project Management, Natural Gas, Teamwork, Fracture, Business Strategy, EOR
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Oklahoma 2006 — 2010
BS, Petroleum Engineering
UBS Investment Bank April 2015 - Present
BMO Capital Markets October 2014 - April 2015
ConocoPhillips February 2014 - October 2014
ConocoPhillips July 2010 - February 2014
ConocoPhillips June 2009 - August 2009
Apache Corporation June 2008 - August 2008
Skills
Reservoir Engineering, Petroleum Engineering, Upstream, Reservoir Management, Reservoir Simulation, Decline Curve Analysis, Petroleum Economics, Waterflooding, Enhanced Oil Recovery, Project Management, Natural Gas, Teamwork, Fracture, Business Strategy, EOR
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Oklahoma 2006 — 2010
BS, Petroleum Engineering
Gaurav Dhiman, CFA Gaurav Dhiman, CFA's BMO Capital Markets Experience May 2009 - February 2012
Job Associate Portfolio Manager at Aviva Investors
Industry Investment Management
Experience
Aviva Investors March 2014 - Present
Aviva Investors February 2012 - March 2014
BMO Capital Markets May 2009 - February 2012
BMO Capital Markets May 2008 - August 2008
iPolicy Networks, Tech Mahindra August 2004 - August 2007
Tata Consultancy Services June 2002 - December 2002
Skills
Valuation, Fixed Income, Bloomberg, Financial Modeling, Equity Research
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance
Iowa State University 1999 — 2004
Bachelor of Science (BS), Computer Engineering
Aviva Investors March 2014 - Present
Aviva Investors February 2012 - March 2014
BMO Capital Markets May 2009 - February 2012
BMO Capital Markets May 2008 - August 2008
iPolicy Networks, Tech Mahindra August 2004 - August 2007
Tata Consultancy Services June 2002 - December 2002
Skills
Valuation, Fixed Income, Bloomberg, Financial Modeling, Equity Research
Education
University of Toronto - Rotman School of Management 2007 — 2009
MBA, Finance
Iowa State University 1999 — 2004
Bachelor of Science (BS), Computer Engineering
Aly Champsi Aly Champsi's BMO Capital Markets Experience July 2003 - June 2005
Job Principal at DW Healthcare Partners
Industry Venture Capital & Private Equity
Experience
DW Healthcare Partners April 2014 - Present
Clairvest Group Inc. January 2007 - March 2014
Clairvest Group January 2007 - March 2014
Oliver Wyman June 2005 - December 2006
BMO Capital Markets July 2003 - June 2005
Bank of Montreal June 2003 - June 2005
Richard Ivey School of Business September 2002 - December 2002
Skills
Private Equity, Strategy, Due Diligence, Valuation, Portfolio Management, Equities, Investments, Investment Banking, Mergers, Mergers & Acquisitions
Education
Ivey Business School at Western University 2001 — 2003
HBA, Business
Ivey Business School at Western University 1999 — 2003
HBA, Business
Richard Ivey School of Business, University of Western
Honors, Business Administration
Thornhill
University of Economics, Prague
University of Economics, Prague
DW Healthcare Partners April 2014 - Present
Clairvest Group Inc. January 2007 - March 2014
Clairvest Group January 2007 - March 2014
Oliver Wyman June 2005 - December 2006
BMO Capital Markets July 2003 - June 2005
Bank of Montreal June 2003 - June 2005
Richard Ivey School of Business September 2002 - December 2002
Skills
Private Equity, Strategy, Due Diligence, Valuation, Portfolio Management, Equities, Investments, Investment Banking, Mergers, Mergers & Acquisitions
Education
Ivey Business School at Western University 2001 — 2003
HBA, Business
Ivey Business School at Western University 1999 — 2003
HBA, Business
Richard Ivey School of Business, University of Western
Honors, Business Administration
Thornhill
University of Economics, Prague
University of Economics, Prague
Ray Sziraki Ray Sziraki's BMO Capital Markets Experience January 2014 - Present
Job AML & KYC Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2014 - Present
Moneris Solutions March 2013 - July 2013
RBC 2012 - 2013
RBC September 2010 - September 2012
RBC Bank September 2010 - October 2010
Skills
Credit, Sales, Management, Banking, Commercial Lending, Commercial Real Estate, Loans, Relationship Management, Risk Management, Mortgage Lending, Funding, Business Analysis, Financial Services, Call Centers, Soccer, Sports Coaching, Financial Analysis, Investments, Coaching, Financial Risk, Portfolio Management, Executive Management, Wealth Management, Finance, Commercial Banking, Securities, Training, AML, Commercial Mortgages, Strategic Financial..., Anti Money Laundering
Education
York University 2008 — 2012
Mathematics for Commerce, Mathematics and Statistics, 4
Humber College 2008 — 2010
Accounting
Humber College 2007 — 2008
French Studies, High Intermediate Level
Humber College 2004 — 2006
BUSINESS MANAGEMENT - FINANCIAL SERVICES
BMO Capital Markets January 2014 - Present
Moneris Solutions March 2013 - July 2013
RBC 2012 - 2013
RBC September 2010 - September 2012
RBC Bank September 2010 - October 2010
Skills
Credit, Sales, Management, Banking, Commercial Lending, Commercial Real Estate, Loans, Relationship Management, Risk Management, Mortgage Lending, Funding, Business Analysis, Financial Services, Call Centers, Soccer, Sports Coaching, Financial Analysis, Investments, Coaching, Financial Risk, Portfolio Management, Executive Management, Wealth Management, Finance, Commercial Banking, Securities, Training, AML, Commercial Mortgages, Strategic Financial..., Anti Money Laundering
Education
York University 2008 — 2012
Mathematics for Commerce, Mathematics and Statistics, 4
Humber College 2008 — 2010
Accounting
Humber College 2007 — 2008
French Studies, High Intermediate Level
Humber College 2004 — 2006
BUSINESS MANAGEMENT - FINANCIAL SERVICES
John Turley-Ewart, PhD, MBA (Hons).'s BMO Capital Markets Experience September 2014 - Present
Job Managing Director, Regulatory Risk Management Inc
Industry Financial Services
Experience
BMO Capital Markets September 2014 - Present
Corus Entertainment 2006 - 2015
TD May 2014 - September 2014
Regulatory Reform / Communications Consulting February 2014 - April 2014
Consultant October 2013 - January 2014
RBC November 2010 - June 2013
Financial Post 2007 - 2010
CTS Television January 2006 - 2010
National Post 2004 - June 2008
National Post 2003 - 2004
Skills
Speech Writing, Politics, Radio, Television, Writing, Editing, Media Relations, Public Speaking, Social Media, Journalism, Public Relations, Research, Strategic Planning, Business Strategy, Corporate Social..., Strategic Communications, Economics, Government, Management, Strategy, Policy, Leadership, Compliance, Regulatory Affairs, Project Management, Policy Analysis, Internal Communications, Consulting
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
MBA (Hons.), Business
University of Toronto 1987 — 2000
PhD, Canadian Business and Political History
BMO Capital Markets September 2014 - Present
Corus Entertainment 2006 - 2015
TD May 2014 - September 2014
Regulatory Reform / Communications Consulting February 2014 - April 2014
Consultant October 2013 - January 2014
RBC November 2010 - June 2013
Financial Post 2007 - 2010
CTS Television January 2006 - 2010
National Post 2004 - June 2008
National Post 2003 - 2004
Skills
Speech Writing, Politics, Radio, Television, Writing, Editing, Media Relations, Public Speaking, Social Media, Journalism, Public Relations, Research, Strategic Planning, Business Strategy, Corporate Social..., Strategic Communications, Economics, Government, Management, Strategy, Policy, Leadership, Compliance, Regulatory Affairs, Project Management, Policy Analysis, Internal Communications, Consulting
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
MBA (Hons.), Business
University of Toronto 1987 — 2000
PhD, Canadian Business and Political History
Carolyn Bruner's BMO Capital Markets Experience March 2014 - Present
Job Associate I&CB Trading Products at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2014 - Present
BMO Harris Bank July 2011 - March 2014
PNC May 2010 - August 2010
Polartech Additives May 2008 - August 2008
Skills
Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Financial Modeling, Underwriting, Risk Management, Corporate Finance, Microsoft Excel
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Accounting
BMO Capital Markets March 2014 - Present
BMO Harris Bank July 2011 - March 2014
PNC May 2010 - August 2010
Polartech Additives May 2008 - August 2008
Skills
Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Financial Modeling, Underwriting, Risk Management, Corporate Finance, Microsoft Excel
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Accounting
David Goldstein David Goldstein's BMO Capital Markets Experience July 2008 - Present
Job Vice President, BMO Capital Markets Real Estate Investment Banking
Industry Financial Services
Experience
BMO Capital Markets July 2008 - Present
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investment Banking
Education
Ivey Business School at Western University 2002 — 2006
HBA
BMO Capital Markets July 2008 - Present
Banc of America Securities June 2006 - January 2008
Skills
Financial Modeling, Valuation, Investment Banking
Education
Ivey Business School at Western University 2002 — 2006
HBA
Mike Arnstein's BMO Capital Markets Experience January 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
PwC Advisory 2012 - 2014
Aurora Investment Management 2011 - 2012
Skills
Financial Modeling, Business Valuation, Corporate Finance, Variance Analysis, Financial Analysis, Pitch Books, Mergers & Acquisitions, Financial Advisory, Bloomberg Terminal, Presentations, Manage Client..., Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Financial Services, Research, Capital IQ, Organizational..., Creative Writing, Business Strategy, Reporting & Analysis, Project Management, Team Management, Finance, Outlook, Lotus Notes, DCF Valuation, Investment Banking, Due Diligence, Client Services, Team Leadership, Fund Of Funds, VBA, Data Analysis, LBO
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Public Finance, Business
Highland Park High School
BMO Capital Markets January 2015 - Present
PwC Advisory 2012 - 2014
Aurora Investment Management 2011 - 2012
Skills
Financial Modeling, Business Valuation, Corporate Finance, Variance Analysis, Financial Analysis, Pitch Books, Mergers & Acquisitions, Financial Advisory, Bloomberg Terminal, Presentations, Manage Client..., Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Financial Services, Research, Capital IQ, Organizational..., Creative Writing, Business Strategy, Reporting & Analysis, Project Management, Team Management, Finance, Outlook, Lotus Notes, DCF Valuation, Investment Banking, Due Diligence, Client Services, Team Leadership, Fund Of Funds, VBA, Data Analysis, LBO
Education
Indiana University Bloomington 2006 — 2010
Bachelor of Science (BS), Public Finance, Business
Highland Park High School
Calvin Kung's BMO Capital Markets Experience June 2014 - Present
Job Senior Service Rep T&O at BMO Capital Markets
Industry Real Estate
Experience
BMO Capital Markets June 2014 - Present
Dovenmuehle Mortgage October 2012 - June 2014
North Shore School District 112 August 2007 - August 2012
Glencoe School District 35 August 2005 - July 2007
Skills
Structured Notes, Depository Services, High Yield Bonds, Municipal Bonds, Tutoring, Teaching, Event Planning, Leadership, Training, Team Building, Customer Service, Direct Marketing, Microsoft Excel, Microsoft Office, Microsoft Suites, Data Analysis, Social Networking, Microsoft Word, PowerPoint, Multi Tasking, Organization, Event Management, Public Speaking, Elementary Education, Outlook
Education
Indiana University Bloomington
Bachelor of Education (B.Ed.), Mathematics
buffalo grove high school
BMO Capital Markets June 2014 - Present
Dovenmuehle Mortgage October 2012 - June 2014
North Shore School District 112 August 2007 - August 2012
Glencoe School District 35 August 2005 - July 2007
Skills
Structured Notes, Depository Services, High Yield Bonds, Municipal Bonds, Tutoring, Teaching, Event Planning, Leadership, Training, Team Building, Customer Service, Direct Marketing, Microsoft Excel, Microsoft Office, Microsoft Suites, Data Analysis, Social Networking, Microsoft Word, PowerPoint, Multi Tasking, Organization, Event Management, Public Speaking, Elementary Education, Outlook
Education
Indiana University Bloomington
Bachelor of Education (B.Ed.), Mathematics
buffalo grove high school
Phil Langheim Phil Langheim's BMO Capital Markets Experience October 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets October 2009 - Present
BMO Capital Markets 2006 - October 2009
BMO Capital Markets October 2000 - October 2006
BNP Paribas January 1997 - September 2000
Fuji Bank 1995 - 1997
NatWest Bank 1986 - 1993
Skills
Capital Markets, Investment Banking, Middle Market, Mergers, Valuation, Financial Structuring, Private Equity, Financial Modeling, Financial Analysis, Corporate Development, Divestitures, Commodity, IPO, Credit Analysis, Loan Origination, Venture Capital, Finance, Mergers & Acquisitions
Education
Illinois State University 1978 — 1982
BS, Agribusiness
BMO Capital Markets October 2009 - Present
BMO Capital Markets 2006 - October 2009
BMO Capital Markets October 2000 - October 2006
BNP Paribas January 1997 - September 2000
Fuji Bank 1995 - 1997
NatWest Bank 1986 - 1993
Skills
Capital Markets, Investment Banking, Middle Market, Mergers, Valuation, Financial Structuring, Private Equity, Financial Modeling, Financial Analysis, Corporate Development, Divestitures, Commodity, IPO, Credit Analysis, Loan Origination, Venture Capital, Finance, Mergers & Acquisitions
Education
Illinois State University 1978 — 1982
BS, Agribusiness
Duane Lee's BMO Capital Markets Experience November 2014 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets April 2013 - November 2014
DHMS Capital Corporation January 2012 - November 2014
Medwell Capital Corp. September 2010 - May 2012
Desjardins Securities Inc. September 2009 - September 2010
Desjardins Securities Inc. 2005 - September 2009
RBC Capital Markets 2002 - 2004
Scotia Capital May 2001 - September 2001
Scotiabank 1997 - 2000
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Healthcare, Biotechnology, Internal Audit, Risk Management, Information Technology, Financial Analysis, Financial Modeling, Project Management, Management, Due Diligence, Valuation, Strategy, Securities, IPO, Strategic Planning, Fixed Income, Financial Services, Derivatives, Management Consulting, Business Strategy, Business Planning, Leadership, AML, IT Strategy, KYC, Mergers
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
Huron University College 1993 — 1997
BA(Hons), History
Royal St. George's College 1988 — 1993
OSSD, High School
BMO Capital Markets November 2014 - Present
BMO Capital Markets April 2013 - November 2014
DHMS Capital Corporation January 2012 - November 2014
Medwell Capital Corp. September 2010 - May 2012
Desjardins Securities Inc. September 2009 - September 2010
Desjardins Securities Inc. 2005 - September 2009
RBC Capital Markets 2002 - 2004
Scotia Capital May 2001 - September 2001
Scotiabank 1997 - 2000
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Healthcare, Biotechnology, Internal Audit, Risk Management, Information Technology, Financial Analysis, Financial Modeling, Project Management, Management, Due Diligence, Valuation, Strategy, Securities, IPO, Strategic Planning, Fixed Income, Financial Services, Derivatives, Management Consulting, Business Strategy, Business Planning, Leadership, AML, IT Strategy, KYC, Mergers
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2002
MBA
Huron University College 1993 — 1997
BA(Hons), History
Royal St. George's College 1988 — 1993
OSSD, High School
Jason Bloomfield's BMO Capital Markets Experience June 2005 - May 2007
Job
Industry Airlines/Aviation
Experience
Delta Air Lines April 2015 - Present
Delta Air Lines September 2012 - March 2015
Delta Air Lines November 2010 - August 2012
Delta Air Lines May 2009 - November 2010
Dalton Management Partners, LLC June 2007 - March 2009
BMO Capital Markets June 2005 - May 2007
Morgan Keegan June 2003 - June 2005
McMaster-Carr 1999 - 2001
Skills
Financial Modeling, Competitive Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
University of Tennessee-Knoxville 1995 — 1999
BA
White Station High School
Delta Air Lines April 2015 - Present
Delta Air Lines September 2012 - March 2015
Delta Air Lines November 2010 - August 2012
Delta Air Lines May 2009 - November 2010
Dalton Management Partners, LLC June 2007 - March 2009
BMO Capital Markets June 2005 - May 2007
Morgan Keegan June 2003 - June 2005
McMaster-Carr 1999 - 2001
Skills
Financial Modeling, Competitive Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
University of Tennessee-Knoxville 1995 — 1999
BA
White Station High School
Darcy MacDougall's BMO Capital Markets Experience November 2011 - Present
Job
Industry Financial Services
Experience
BMO Capital Markets November 2011 - Present
BMO Capital Markets July 2010 - January 2012
Business Development Bank of Canada July 2009 - July 2010
DBRS (Dominion Bond Rating Service) July 2007 - April 2009
CIBC World Markets August 2002 - May 2006
Education
Ivey Business School at Western University 2006 — 2007
MBA
University of Prince Edward Island 1995 — 2000
BBA, Business - Cooperative Education
BMO Capital Markets November 2011 - Present
BMO Capital Markets July 2010 - January 2012
Business Development Bank of Canada July 2009 - July 2010
DBRS (Dominion Bond Rating Service) July 2007 - April 2009
CIBC World Markets August 2002 - May 2006
Education
Ivey Business School at Western University 2006 — 2007
MBA
University of Prince Edward Island 1995 — 2000
BBA, Business - Cooperative Education
Keith Labbate's BMO Capital Markets Experience March 2010 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
BMO Capital Markets March 2010 - Present
Houlihan Lokey February 2008 - May 2009
CIBC World Markets September 1997 - January 2008
Education
Hofstra University 2000 — 2002
MBA, Finance
University at Albany, SUNY 1984 — 1988
Scott. Jia's BMO Capital Markets Experience March 2011 - Present
Job Business Technology Specialist II at Bank of Montreal
Industry Computer Software
Experience
BMO Capital Markets March 2011 - Present
D+H July 2009 - March 2011
Filogix June 2004 - July 2009
Basis 100 May 2002 - June 2004
AIM Trimark Investments January 2001 - May 2002
Skills
SQL, Unix, SDLC, Agile Methodologies, XML, Oracle, Unix Shell Scripting, Microsoft SQL Server, Enterprise Architecture, ETL, SOA, Data Modeling, PL/SQL, Data Warehousing, Hadoop, Informatica
Education
South China University of Technology 1993 — 1996
master, computer science
Huazhong University of Science and Technology 1987 — 1991
bachelor, computer science
huangshi er zhong
BMO Capital Markets March 2011 - Present
D+H July 2009 - March 2011
Filogix June 2004 - July 2009
Basis 100 May 2002 - June 2004
AIM Trimark Investments January 2001 - May 2002
Skills
SQL, Unix, SDLC, Agile Methodologies, XML, Oracle, Unix Shell Scripting, Microsoft SQL Server, Enterprise Architecture, ETL, SOA, Data Modeling, PL/SQL, Data Warehousing, Hadoop, Informatica
Education
South China University of Technology 1993 — 1996
master, computer science
Huazhong University of Science and Technology 1987 — 1991
bachelor, computer science
huangshi er zhong
Carrie Worley's BMO Capital Markets Experience November 2009 - Present
Job Associate Institutional Equity Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets November 2009 - Present
Rodan + Fields Dermatologists September 2012 - January 2015
Salient Trust Co, LTA/Salient Partners February 2006 - December 2009
The Center for Family Consultation June 2006 - November 2006
Children's Crisis Care Center June 2006 - November 2006
McDowell Wells LLP May 2002 - February 2006
Skills
Investments, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Series 63, Equities, Portfolio Management, Valuation, Financial Analysis, Asset Management, Equity Research, Capital Markets, CRM, Skin Care, Direct Sales, Sales, Financial Modeling, Financial Services
Education
Houston Baptist University 2004 — 2006
Masters of Arts Psychology
Texas Christian University 1998 — 2002
B.S. Psychology
St. John's School 1985 — 1998
BMO Capital Markets November 2009 - Present
Rodan + Fields Dermatologists September 2012 - January 2015
Salient Trust Co, LTA/Salient Partners February 2006 - December 2009
The Center for Family Consultation June 2006 - November 2006
Children's Crisis Care Center June 2006 - November 2006
McDowell Wells LLP May 2002 - February 2006
Skills
Investments, Series 7, Alternative Investments, Bloomberg, Hedge Funds, Series 63, Equities, Portfolio Management, Valuation, Financial Analysis, Asset Management, Equity Research, Capital Markets, CRM, Skin Care, Direct Sales, Sales, Financial Modeling, Financial Services
Education
Houston Baptist University 2004 — 2006
Masters of Arts Psychology
Texas Christian University 1998 — 2002
B.S. Psychology
St. John's School 1985 — 1998
Natalie Medak's BMO Capital Markets Experience March 2009 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Mechanical or Industrial Engineering
Experience
BMO Capital Markets March 2009 - Present
AECL January 2001 - August 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2008
MBA
McGill University 1996 — 2000
BMO Capital Markets March 2009 - Present
AECL January 2001 - August 2007
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2008
MBA
McGill University 1996 — 2000
Jill Hankee's BMO Capital Markets Experience April 2011 - Present
Job Senior Manager, Marketing & Events at BMO Capital Markets
Industry Hospitality
Experience
BMO Capital Markets April 2011 - Present
IC3 Events, LLC January 2008 - Present
A Dollop and Dahlias May 2007 - Present
LaSalle Bank June 2000 - January 2008
ABN AMRO 2000 - 2008
Education
Indiana University Bloomington 1996 — 2000
BMO Capital Markets April 2011 - Present
IC3 Events, LLC January 2008 - Present
A Dollop and Dahlias May 2007 - Present
LaSalle Bank June 2000 - January 2008
ABN AMRO 2000 - 2008
Education
Indiana University Bloomington 1996 — 2000
Monica Ibarra Flores Ramirez's BMO Capital Markets Experience December 2014 - Present
Job Vice President, IFI Americas at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets June 2011 - December 2014
Guerra, Castellanos y Asociados April 2010 - August 2011
New Zealand Embassy August 2009 - March 2010
Prudential Real Estate Investors Latin America November 2005 - July 2009
Skills
Media Relations, Public Relations, Spanish, Strategic Communications, Investor Relations, International Relations, Politics, Corporate Communications, Public Affairs, Crisis Management, Public Speaking, Internal Communications, Event Planning, Policy Analysis, Speech Writing, Research, Diplomacy, Capital Markets, Financial Analysis
Education
Instituto Tecnológico Autónomo de México 2001 — 2006
BA
BMO Capital Markets December 2014 - Present
BMO Capital Markets June 2011 - December 2014
Guerra, Castellanos y Asociados April 2010 - August 2011
New Zealand Embassy August 2009 - March 2010
Prudential Real Estate Investors Latin America November 2005 - July 2009
Skills
Media Relations, Public Relations, Spanish, Strategic Communications, Investor Relations, International Relations, Politics, Corporate Communications, Public Affairs, Crisis Management, Public Speaking, Internal Communications, Event Planning, Policy Analysis, Speech Writing, Research, Diplomacy, Capital Markets, Financial Analysis
Education
Instituto Tecnológico Autónomo de México 2001 — 2006
BA
Ashley Bake's BMO Capital Markets Experience July 2008 - June 2010
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank March 2013 - Present
BMO Harris Bank June 2010 - March 2013
BMO Capital Markets July 2008 - June 2010
BMO Capital Markets December 2005 - June 2008
BMO Capital Markets July 2005 - December 2005
3M May 2004 - August 2004
Skills
Credit Analysis, Portfolio Management, Accounting, Relationship Management, Management, Underwriting, Finance, Account Management, Valuation, Credit, Financial Analysis, Financial Modeling, Commercial Lending, Capital Markets, Private Equity, Corporate Finance, Loans, Investment Banking
Education
Indiana University - Kelley School of Business 2001 — 2005
BMO Harris Bank March 2013 - Present
BMO Harris Bank June 2010 - March 2013
BMO Capital Markets July 2008 - June 2010
BMO Capital Markets December 2005 - June 2008
BMO Capital Markets July 2005 - December 2005
3M May 2004 - August 2004
Skills
Credit Analysis, Portfolio Management, Accounting, Relationship Management, Management, Underwriting, Finance, Account Management, Valuation, Credit, Financial Analysis, Financial Modeling, Commercial Lending, Capital Markets, Private Equity, Corporate Finance, Loans, Investment Banking
Education
Indiana University - Kelley School of Business 2001 — 2005
Andy Ughetta's BMO Capital Markets Experience July 2009 - March 2010
Job Client Service Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Andrew Cohen, CFA's BMO Capital Markets Experience 2004 - 2006
Job Vice President High Yield Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price 2010 - Present
CapitalSource 2006 - 2009
BMO Capital Markets 2004 - 2006
Merrill Lynch 2002 - 2004
Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship
Indiana University - Kelley School of Business
B.S., Finance. Accounting
Chartered Financial Analyst (CFA)
T. Rowe Price 2010 - Present
CapitalSource 2006 - 2009
BMO Capital Markets 2004 - 2006
Merrill Lynch 2002 - 2004
Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship
Indiana University - Kelley School of Business
B.S., Finance. Accounting
Chartered Financial Analyst (CFA)
Gail Cecil, CFA's BMO Capital Markets Experience June 2002 - June 2003
Job Managing Director at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management June 2003 - Present
BMO Capital Markets June 2002 - June 2003
BMO Capital Markets June 1996 - June 1999
Skills
Valuation, Capital Markets, Corporate Finance, Investment Banking, Alternative Investments, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Richard Ivey School of Business 1994 — 1996
HBA
The University of Western Ontario 1991 — 1994
BA, Statistics
Brookfield Asset Management June 2003 - Present
BMO Capital Markets June 2002 - June 2003
BMO Capital Markets June 1996 - June 1999
Skills
Valuation, Capital Markets, Corporate Finance, Investment Banking, Alternative Investments, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Richard Ivey School of Business 1994 — 1996
HBA
The University of Western Ontario 1991 — 1994
BA, Statistics
Matt Barden's BMO Capital Markets Experience 2007 - 2010
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2010 - Present
BMO Capital Markets 2007 - 2010
LaSalle Bank 2005 - 2007
Skills
Capital Markets, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Management, Corporate Finance, Finance, Risk Management, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Management, Marketing, Strategy
The University of Chicago 2006 — 2008
Certificate in Integrated Marketing, Graham School of Continuing Liberal and Professional Studies
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Sports Marketing
BMO Harris Bank January 2010 - Present
BMO Capital Markets 2007 - 2010
LaSalle Bank 2005 - 2007
Skills
Capital Markets, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Management, Corporate Finance, Finance, Risk Management, Valuation, Sales, Leadership, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (MBA), Management, Marketing, Strategy
The University of Chicago 2006 — 2008
Certificate in Integrated Marketing, Graham School of Continuing Liberal and Professional Studies
Indiana University Bloomington 2001 — 2005
Bachelor of Science (BS), Sports Marketing
John Shannon, CFA's BMO Capital Markets Experience August 1998 - May 2015
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Morgan Stanley July 2015 - Present
BMO Capital Markets August 1998 - May 2015
Wedbush Morgan Securities August 1994 - August 1996
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
McGill University 1990 — 1993
BA, Economics
Heather-Sky Mcfield's BMO Capital Markets Experience March 2013 - Present
Job Operations Coordinator / Event Coordination & Management
Industry Events Services
Experience
BMO Capital Markets March 2013 - Present
Contractual Event Coordination & Management March 2006 - Present
BMO Capital Markets (Global Employment Solutions) September 2010 - March 2013
Tinina Q. Cade Foundation September 2009 - September 2010
New York University, Kimmel Center May 2008 - July 2009
Skills
Special Events, Entertainment, Event Planning, Artist Management, Event Management, Talent Management, Social Media, Social Media Marketing, Marketing, Team Building, Leadership, Budgets, Training, Entrepreneurship, Community Outreach, Advertising, Management
Education
Howard University 2000 — 2003
Master of Public Administration (MPA), Public Administration, 3.8
Howard University 1997 — 2000
Dual Bachelor's Degree, Politial Science and Sociology, 3.7
BMO Capital Markets March 2013 - Present
Contractual Event Coordination & Management March 2006 - Present
BMO Capital Markets (Global Employment Solutions) September 2010 - March 2013
Tinina Q. Cade Foundation September 2009 - September 2010
New York University, Kimmel Center May 2008 - July 2009
Skills
Special Events, Entertainment, Event Planning, Artist Management, Event Management, Talent Management, Social Media, Social Media Marketing, Marketing, Team Building, Leadership, Budgets, Training, Entrepreneurship, Community Outreach, Advertising, Management
Education
Howard University 2000 — 2003
Master of Public Administration (MPA), Public Administration, 3.8
Howard University 1997 — 2000
Dual Bachelor's Degree, Politial Science and Sociology, 3.7
Olaniyi Bajulaiye's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Barclays April 2010 - June 2013
Goldman Sachs January 2008 - April 2010
Goldman Sachs June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Skills
Sybase, Equities, Derivatives, Fixed Income
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Benedict College 2004 — 2007
BSc, Computer Science
International University of Japan
Master of Business Administration (M.B.A.)
BMO Capital Markets July 2015 - Present
Barclays April 2010 - June 2013
Goldman Sachs January 2008 - April 2010
Goldman Sachs June 2007 - August 2007
Goldman Sachs June 2006 - August 2006
Skills
Sybase, Equities, Derivatives, Fixed Income
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Benedict College 2004 — 2007
BSc, Computer Science
International University of Japan
Master of Business Administration (M.B.A.)
J. Bradley Harris's BMO Capital Markets Experience 2014 - Present
Job Associate, Mergers & Acquisitions at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
BMO Capital Markets 2013 - 2013
KPMG LLP 2010 - 2013
Federal Reserve Bank of Chicago 2006 - 2010
Office of Virginia Governor Mark Warner 2005 - 2005
Skills
Business Strategy, Management Consulting, Financial Institutions, Financial Analysis, Credit Analysis, Credit Risk, Banking, Capital Markets, Financial Modeling, Valuation, Financial Regulation, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Finance, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Strategic Management, & Entrepreneurship
The University of Chicago 2011 — 2011
James Madison University 2001 — 2005
Bachelor of Business Administration (BBA), Finance & Business Law, Writing/Rhetoric
BMO Capital Markets 2014 - Present
BMO Capital Markets 2013 - 2013
KPMG LLP 2010 - 2013
Federal Reserve Bank of Chicago 2006 - 2010
Office of Virginia Governor Mark Warner 2005 - 2005
Skills
Business Strategy, Management Consulting, Financial Institutions, Financial Analysis, Credit Analysis, Credit Risk, Banking, Capital Markets, Financial Modeling, Valuation, Financial Regulation, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Finance, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, Strategic Management, & Entrepreneurship
The University of Chicago 2011 — 2011
James Madison University 2001 — 2005
Bachelor of Business Administration (BBA), Finance & Business Law, Writing/Rhetoric
Mark Caplan's BMO Capital Markets Experience April 1991 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of Canada September 2008 - Present
BMO Capital Markets April 1991 - March 2008
Education
Ivey Business School at Western University 1984 — 1988
Bank of Canada September 2008 - Present
BMO Capital Markets April 1991 - March 2008
Education
Ivey Business School at Western University 1984 — 1988
David Raff's BMO Capital Markets Experience 2011 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
Beth Marta's BMO Capital Markets Experience February 2009 - March 2011
Job Associate at Scotiabank Global Banking and Markets
Industry Accounting
Experience
Scotiabank Global Banking and Markets August 2013 - Present
CIBC World Markets March 2011 - March 2012
BMO Capital Markets February 2009 - March 2011
PricewatehouseCoopers 2007 - 2008
Deloitte 2005 - 2007
Skills
Electronic Trading, Prime Brokerage, Capital Markets, Foreign Exchange, Financial Audits
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Candidate
McGill University 2000 — 2004
Bachelor of Commerce, Finance
Havergal College 1996 — 1999
High School
Scotiabank Global Banking and Markets August 2013 - Present
CIBC World Markets March 2011 - March 2012
BMO Capital Markets February 2009 - March 2011
PricewatehouseCoopers 2007 - 2008
Deloitte 2005 - 2007
Skills
Electronic Trading, Prime Brokerage, Capital Markets, Foreign Exchange, Financial Audits
Education
Richard Ivey School of Business 2012 — 2013
Master of Business Administration (MBA), Candidate
McGill University 2000 — 2004
Bachelor of Commerce, Finance
Havergal College 1996 — 1999
High School
Samir Lakhany's BMO Capital Markets Experience July 2005 - January 2007
Job Vice President at Superhost Enterprise
Industry Investment Banking
Experience
Superhost Enterprise October 2009 - Present
BMO Capital Markets July 2005 - January 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Mergers & Acquisitions, Investments, Portfolio Management, Equities
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Finance, Real Estate, Economics
Superhost Enterprise October 2009 - Present
BMO Capital Markets July 2005 - January 2007
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Mergers & Acquisitions, Investments, Portfolio Management, Equities
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA), Finance, Real Estate, Economics
Joseph D'Amore's BMO Capital Markets Experience January 2013 - Present
Job AVP Project Management Dodd/Frank
Industry Financial Services
Experience
BMO Capital Markets January 2013 - Present
Barclays Capital April 2012 - December 2013
Barclays Capital January 2009 - April 2012
New York Mercantile Exchange January 2003 - March 2006
Skills
Commodity, Derivatives, Electronic Trading, Equities, Commodity Markets, Options, Project Management, Risk Management, Trading
Education
Hofstra University 1999 — 2003
Finance and Banking, 3.4
BMO Capital Markets January 2013 - Present
Barclays Capital April 2012 - December 2013
Barclays Capital January 2009 - April 2012
New York Mercantile Exchange January 2003 - March 2006
Skills
Commodity, Derivatives, Electronic Trading, Equities, Commodity Markets, Options, Project Management, Risk Management, Trading
Education
Hofstra University 1999 — 2003
Finance and Banking, 3.4
Andy Everett's BMO Capital Markets Experience March 2005 - May 2008
Job IT Team Lead at Deere & Company
Industry Information Technology and Services
Experience
John Deere June 2015 - Present
John Deere May 2008 - June 2015
BMO Capital Markets March 2005 - May 2008
Thruput, Inc. January 2004 - December 2004
Skills
Enterprise Architecture, Agile Methodologies, SAP ERP, sap hana, SAP Visual Enterprise, SAP Mobile, Design Thinking
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Informatics
John Deere June 2015 - Present
John Deere May 2008 - June 2015
BMO Capital Markets March 2005 - May 2008
Thruput, Inc. January 2004 - December 2004
Skills
Enterprise Architecture, Agile Methodologies, SAP ERP, sap hana, SAP Visual Enterprise, SAP Mobile, Design Thinking
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Informatics
Bradley Reid's BMO Capital Markets Experience December 2014 - Present
Job Managing Director and Head of US Trading Products at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2014 - Present
Bank of Montreal 1996 - Present
BMO Capital Markets January 2013 - November 2014
Bank of America January 1995 - August 1996
Continental Bank April 1993 - January 1995
Hartford Life October 1992 - April 1993
Travelers July 1988 - October 1992
Travelers Insurance/ Citigroup 1988 - 1992
Skills
Team Leadership, Cross-functional Team..., Regulatory Requirements, Risk Management, Trading, Trading Systems, Electronic Trading, Risk Assessment, Large Projects, Financial Modeling, Emerging Markets, Valuation, Banking, Bonds, Fixed Income, Chartered Financial..., Swaps, Interest Rate..., Investments, Financial Services, Market Risk, Capital Markets, Bloomberg, Structured Finance, Financial Markets, Prime Brokerage, Hedging, Portfolio Management, Financial Risk, Credit Derivatives, Equities, Hedge Funds, Derivatives, Financial Structuring, Options, Securities, Equity Derivatives, Credit Risk, Interest Rate Risk..., Alternative Investments, Management, FX Options, Mutual Funds, Financial Analysis, Quantitative Finance, Proprietary Trading, Commodity, Equity Trading, Structured Products, Private Equity
Education
Illinois State University 1984 — 1988
BS, Mathematics, Economics
BMO Capital Markets December 2014 - Present
Bank of Montreal 1996 - Present
BMO Capital Markets January 2013 - November 2014
Bank of America January 1995 - August 1996
Continental Bank April 1993 - January 1995
Hartford Life October 1992 - April 1993
Travelers July 1988 - October 1992
Travelers Insurance/ Citigroup 1988 - 1992
Skills
Team Leadership, Cross-functional Team..., Regulatory Requirements, Risk Management, Trading, Trading Systems, Electronic Trading, Risk Assessment, Large Projects, Financial Modeling, Emerging Markets, Valuation, Banking, Bonds, Fixed Income, Chartered Financial..., Swaps, Interest Rate..., Investments, Financial Services, Market Risk, Capital Markets, Bloomberg, Structured Finance, Financial Markets, Prime Brokerage, Hedging, Portfolio Management, Financial Risk, Credit Derivatives, Equities, Hedge Funds, Derivatives, Financial Structuring, Options, Securities, Equity Derivatives, Credit Risk, Interest Rate Risk..., Alternative Investments, Management, FX Options, Mutual Funds, Financial Analysis, Quantitative Finance, Proprietary Trading, Commodity, Equity Trading, Structured Products, Private Equity
Education
Illinois State University 1984 — 1988
BS, Mathematics, Economics
Brett Headley's BMO Capital Markets Experience July 2007 - Present
Job Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2007 - Present
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Finance
BMO Capital Markets July 2007 - Present
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Finance
Gerry Provenzale's BMO Capital Markets Experience April 2001 - May 2008
Job Accounting Professional
Industry Accounting
Experience
Manhattan Artisans Contractors, Inc. January 2012 - Present
Barclays Capital December 2011 - December 2012
Societe Generale April 2010 - May 2011
BMO Capital Markets April 2001 - May 2008
Education
Hofstra University
BBA, Accounting
Manhattan Artisans Contractors, Inc. January 2012 - Present
Barclays Capital December 2011 - December 2012
Societe Generale April 2010 - May 2011
BMO Capital Markets April 2001 - May 2008
Education
Hofstra University
BBA, Accounting
Edward White's BMO Capital Markets Experience October 1997 - September 1998
Job Senior Vice President/Senior Biotechnology Analyst at FBR
Industry Financial Services
Experience
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
Ann C. Koch's BMO Capital Markets Experience July 2003 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2003 - Present
NatCity Investments Inc. June 1999 - March 2003
Education
John Carroll University 1995 — 1999
B.S, Business Administration
BMO Capital Markets July 2003 - Present
NatCity Investments Inc. June 1999 - March 2003
Education
John Carroll University 1995 — 1999
B.S, Business Administration
Aminat Akeju, MBA's BMO Capital Markets Experience January 2009 - August 2009
Job Marketing and Consumer Sales Professional at AT&T
Industry Marketing and Advertising
Experience
AT&T September 2009 - Present
BMO Capital Markets January 2009 - August 2009
CBS College Sports Network/POWERade August 2008 - December 2008
Country Insurance & Financial Services May 2007 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Team Leadership, Microsoft Word, Project Management, Call Center, Team Building, Salesforce.com, Telecommunications, Customer Satisfaction, Public Speaking, Social Networking, Customer Experience, Call Centers, Marketing, New Business Development, Sales, PowerPoint, Leadership, Management, Training, Customer Retention, Marketing Communications, Process Improvement, Event Planning, Advertising, Marketing Strategy, Market Research, CRM, Lead Generation, Negotiation
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Marketing
Illinois State University 2004 — 2008
Bachelors of Arts, Marketing & International Business
AT&T September 2009 - Present
BMO Capital Markets January 2009 - August 2009
CBS College Sports Network/POWERade August 2008 - December 2008
Country Insurance & Financial Services May 2007 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Team Leadership, Microsoft Word, Project Management, Call Center, Team Building, Salesforce.com, Telecommunications, Customer Satisfaction, Public Speaking, Social Networking, Customer Experience, Call Centers, Marketing, New Business Development, Sales, PowerPoint, Leadership, Management, Training, Customer Retention, Marketing Communications, Process Improvement, Event Planning, Advertising, Marketing Strategy, Market Research, CRM, Lead Generation, Negotiation
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Marketing
Illinois State University 2004 — 2008
Bachelors of Arts, Marketing & International Business
Mark Laing, CPA, CA, CFA's BMO Capital Markets Experience March 2012 - Present
Job Vice President, Debt Research Pipelines, Utilities & Real Estate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2012 - Present
BMO Capital Markets July 2009 - March 2012
KPMG Audit September 2005 - July 2009
Skills
Financial Modeling, Equity Research, Fixed Income Research, Auditing, Report Writing
Education
Ivey Business School at Western University 2003 — 2005
Undergraduate, Honors Business Administration
BMO Capital Markets March 2012 - Present
BMO Capital Markets July 2009 - March 2012
KPMG Audit September 2005 - July 2009
Skills
Financial Modeling, Equity Research, Fixed Income Research, Auditing, Report Writing
Education
Ivey Business School at Western University 2003 — 2005
Undergraduate, Honors Business Administration
Hari Sambasivam's BMO Capital Markets Experience April 2015 - Present
Job MD, Associate Director of Research Canada
Industry Capital Markets
Experience
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
David Fleck's BMO Capital Markets Experience 1989 - 2008
Job Partner, C.A. Delaney Capital Management Ltd.
Industry Financial Services
Experience
C.A. Delaney Capital Management Ltd. April 2014 - Present
Alamos Gold Inc. March 2014 - Present
Four Quarters Ltd January 2014 - Present
Macquarie Capital Markets Canada May 2011 - October 2013
Mapleridge Capital Corp April 2009 - April 2011
BMO Capital Markets 1989 - 2008
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Asset Management, Trading Systems, Valuation, Financial Modeling, Investment Strategies, Options, Financial Markets, Securities, Wealth Management, Investment Management, Trading, Alternative Investments, Equity Research, Bonds, Electronic Trading, Private Equity
Education
INSEAD 1985 — 1986
MBA
Western University 1978 — 1981
Bachelor's Degree, Economics
C.A. Delaney Capital Management Ltd. April 2014 - Present
Alamos Gold Inc. March 2014 - Present
Four Quarters Ltd January 2014 - Present
Macquarie Capital Markets Canada May 2011 - October 2013
Mapleridge Capital Corp April 2009 - April 2011
BMO Capital Markets 1989 - 2008
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Portfolio Management, Investments, Fixed Income, Bloomberg, Asset Management, Trading Systems, Valuation, Financial Modeling, Investment Strategies, Options, Financial Markets, Securities, Wealth Management, Investment Management, Trading, Alternative Investments, Equity Research, Bonds, Electronic Trading, Private Equity
Education
INSEAD 1985 — 1986
MBA
Western University 1978 — 1981
Bachelor's Degree, Economics
Brett Headley's BMO Capital Markets Experience July 2007 - August 2009
Job Vice President Banker at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
Zach Michaud's BMO Capital Markets Experience 2005 - 2005
Job Investment Professional Vice President at Catalyst Capital Group Inc.
Industry Venture Capital & Private Equity
Experience
Catalyst Capital Group Inc. December 2007 - Present
Chanin Capital Partners August 2006 - December 2007
BMO Capital Markets 2005 - 2005
Skills
Restructuring, Investment Management, Distressed Debt, Special Situations..., Credit, Investment Banking, Investments, Financial Modeling, Valuation, Finance, Corporate Finance, Private Equity, Capital Markets, Due Diligence, IPO, Financial Services, Management, Capital, Financial Analysis, LBO, M&A experience, Turn Around Management, Debt Restructuring
Education
Ivey Business School at Western University 2004 — 2006
HBA, Business & Economics
CFA Institute
CFA, Level III Candidate
Lawrence Park CI
Catalyst Capital Group Inc. December 2007 - Present
Chanin Capital Partners August 2006 - December 2007
BMO Capital Markets 2005 - 2005
Skills
Restructuring, Investment Management, Distressed Debt, Special Situations..., Credit, Investment Banking, Investments, Financial Modeling, Valuation, Finance, Corporate Finance, Private Equity, Capital Markets, Due Diligence, IPO, Financial Services, Management, Capital, Financial Analysis, LBO, M&A experience, Turn Around Management, Debt Restructuring
Education
Ivey Business School at Western University 2004 — 2006
HBA, Business & Economics
CFA Institute
CFA, Level III Candidate
Lawrence Park CI
Robert Kaptyn's BMO Capital Markets Experience September 2014 - August 2015
Job Junior Economist at Gluskin Sheff + Associates Inc.
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. September 2015 - Present
BMO Capital Markets September 2014 - August 2015
Ewing Morris & Co. Investment Partners Ltd. January 2013 - April 2013
RBC Dominion Securities May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Analytics, Performance Management, Stock Research, Financial Analysis, Banking, Financial Modeling, Equity Research, Economics, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Mutual Funds
Education
Queen's University 2013 — 2014
Master of Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Bachelor's Degree
Gluskin Sheff + Associates Inc. September 2015 - Present
BMO Capital Markets September 2014 - August 2015
Ewing Morris & Co. Investment Partners Ltd. January 2013 - April 2013
RBC Dominion Securities May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Analytics, Performance Management, Stock Research, Financial Analysis, Banking, Financial Modeling, Equity Research, Economics, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Mutual Funds
Education
Queen's University 2013 — 2014
Master of Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Bachelor's Degree
John Mannen's BMO Capital Markets Experience November 2013 - February 2014
Job Engineering Recruiter at Aerotek
Industry Financial Services
Experience
Aerotek April 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
BMO Capital Markets November 2013 - February 2014
Goldman Sachs July 2012 - October 2013
KBK Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, SAS, Quantitative Analytics, Microsoft Office, Microsoft Word, Investments, Economics, Risk Management, Statistics
Education
James Madison University 2007 — 2011
BBA, Finance, Econ(Minor)
Indian Hills High School (Oakland,NJ) 2003 — 2007
University Program-International Studies and Business
Aerotek April 2015 - Present
Janney Montgomery Scott LLC June 2014 - January 2015
BMO Capital Markets November 2013 - February 2014
Goldman Sachs July 2012 - October 2013
KBK Wealth Management May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, SAS, Quantitative Analytics, Microsoft Office, Microsoft Word, Investments, Economics, Risk Management, Statistics
Education
James Madison University 2007 — 2011
BBA, Finance, Econ(Minor)
Indian Hills High School (Oakland,NJ) 2003 — 2007
University Program-International Studies and Business
Chris Horvatin's BMO Capital Markets Experience May 2010 - August 2010
Job Trader, Funding and Liquidity at RBC
Industry Financial Services
Experience
RBC May 2013 - Present
RBC Capital Markets August 2011 - Present
BMO Capital Markets May 2010 - August 2010
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Commodity, Bonds, Equity Derivatives, FX Options, Technical Analysis, Trading Systems
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
HBA
The University of Western Ontario 2007 — 2009
Business Management and Organizational Studies
Canadian Securities Institute® (CSI)
RBC May 2013 - Present
RBC Capital Markets August 2011 - Present
BMO Capital Markets May 2010 - August 2010
Scotia Capital May 2008 - August 2008
Scotia Capital May 2007 - August 2007
Skills
Financial Modeling, Bloomberg, Commodity, Bonds, Equity Derivatives, FX Options, Technical Analysis, Trading Systems
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
HBA
The University of Western Ontario 2007 — 2009
Business Management and Organizational Studies
Canadian Securities Institute® (CSI)
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
Chad Meyer's BMO Capital Markets Experience October 2014 - June 2015
Job Analyst at TransAct Futures
Industry Capital Markets
Experience
TransAct Futures June 2015 - Present
BMO Capital Markets October 2014 - June 2015
Finra May 2014 - October 2014
Allston Trading May 2009 - November 2013
Allston Trading May 2008 - August 2008
Skills
Trading Systems, Electronic Trading, Options, Derivatives, Proprietary Trading, Series 24, Trading, FINRA, Hedge Funds, Commodity, Equities, Trading Strategies, Fixed Income, Regulatory Compliance, Trade Compliance, Compliance Management, Regulatory Risk, Risk Management, Financial Risk, Operational Risk, Risk Analysis, Operational Risk...
Education
Northeastern Illinois University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Illinois State University 2007 — 2009
Economics
TransAct Futures June 2015 - Present
BMO Capital Markets October 2014 - June 2015
Finra May 2014 - October 2014
Allston Trading May 2009 - November 2013
Allston Trading May 2008 - August 2008
Skills
Trading Systems, Electronic Trading, Options, Derivatives, Proprietary Trading, Series 24, Trading, FINRA, Hedge Funds, Commodity, Equities, Trading Strategies, Fixed Income, Regulatory Compliance, Trade Compliance, Compliance Management, Regulatory Risk, Risk Management, Financial Risk, Operational Risk, Risk Analysis, Operational Risk...
Education
Northeastern Illinois University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Illinois State University 2007 — 2009
Economics
Evan Vice's BMO Capital Markets Experience March 2012 - Present
Job AML Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2012 - Present
JPMorgan Chase March 2011 - March 2012
Lakeside Community Development Corporation August 2010 - March 2011
Skills
Financial Analysis, Project Management, Market Research, Microsoft Office
Education
Illinois Institute of Technology 2006 — 2010
BS, Business Administration and Finance
BMO Capital Markets March 2012 - Present
JPMorgan Chase March 2011 - March 2012
Lakeside Community Development Corporation August 2010 - March 2011
Skills
Financial Analysis, Project Management, Market Research, Microsoft Office
Education
Illinois Institute of Technology 2006 — 2010
BS, Business Administration and Finance
Ali Jaberi's BMO Capital Markets Experience November 2009 - November 2010
Job Computer Software Professional
Industry Computer Software
Experience
CIBC December 2010 - February 2014
BMO Capital Markets November 2009 - November 2010
IBI Group October 2007 - November 2009
Skills
C++, XML, Visual Studio, C#, Programming, Microsoft SQL Server, Software Development, SQL, C, Algorithm Design, Software Engineering, Eclipse, Java, Linux, User Acceptance Testing, Project Management, Requirements Analysis, JavaScript, Oracle, Sybase, Unix Shell Scripting, Autosys, Spotfire, J2EE Application..., .NET, Informatica, Oracle Discoverer, Oracle PL/SQL..., Crystal Reports, Visual Basic, VBA, JSP, Servlets, Ab Initio
Education
Tarbiat Modares University 1997 — 1999
Master's degree, Computer Science
Isfahan University of Technology 1989 — 1994
Bachelor's degree, Computer Science
CIBC December 2010 - February 2014
BMO Capital Markets November 2009 - November 2010
IBI Group October 2007 - November 2009
Skills
C++, XML, Visual Studio, C#, Programming, Microsoft SQL Server, Software Development, SQL, C, Algorithm Design, Software Engineering, Eclipse, Java, Linux, User Acceptance Testing, Project Management, Requirements Analysis, JavaScript, Oracle, Sybase, Unix Shell Scripting, Autosys, Spotfire, J2EE Application..., .NET, Informatica, Oracle Discoverer, Oracle PL/SQL..., Crystal Reports, Visual Basic, VBA, JSP, Servlets, Ab Initio
Education
Tarbiat Modares University 1997 — 1999
Master's degree, Computer Science
Isfahan University of Technology 1989 — 1994
Bachelor's degree, Computer Science
Doug Corner's BMO Capital Markets Experience 1998 - 2002
Job Senior Financial Analyst
Industry Financial Services
Experience
Mapleridge Capital Corp. 2006 - 2010
Iogen Corporation 2005 - 2006
PJ Doherty & Assoc 2004 - 2005
BMO Capital Markets 1998 - 2002
Nortel Networks 1985 - 1998
Skills
Equities, Trading Systems, Capital Markets, Financial Modeling, Portfolio Management, Financial Analysis, Derivatives, Trading Strategies
Education
Ivey Business School at Western University 1988 — 1990
MBA, Finance
University of Calgary 1981 — 1985
B.Sc. (Eng.), Electrical & Computer Engineering
Mapleridge Capital Corp. 2006 - 2010
Iogen Corporation 2005 - 2006
PJ Doherty & Assoc 2004 - 2005
BMO Capital Markets 1998 - 2002
Nortel Networks 1985 - 1998
Skills
Equities, Trading Systems, Capital Markets, Financial Modeling, Portfolio Management, Financial Analysis, Derivatives, Trading Strategies
Education
Ivey Business School at Western University 1988 — 1990
MBA, Finance
University of Calgary 1981 — 1985
B.Sc. (Eng.), Electrical & Computer Engineering
Eric Theoret, CFA's BMO Capital Markets Experience October 2010 - March 2011
Job FX Strategist, Scotiabank Global Banking & Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets April 2011 - Present
BMO Capital Markets October 2010 - March 2011
BP June 2008 - July 2010
Bank of Canada May 2007 - August 2007
Scotiabank Global Banking and Markets May 2006 - August 2006
Scotiabank Global Banking and Markets May 2005 - August 2005
Skills
Capital Markets, Hedge Funds, Financial Markets, Commodity, Securities Lending
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2008
HBA
Richard Ivey School of Business
Scotiabank Global Banking and Markets April 2011 - Present
BMO Capital Markets October 2010 - March 2011
BP June 2008 - July 2010
Bank of Canada May 2007 - August 2007
Scotiabank Global Banking and Markets May 2006 - August 2006
Scotiabank Global Banking and Markets May 2005 - August 2005
Skills
Capital Markets, Hedge Funds, Financial Markets, Commodity, Securities Lending
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2008
HBA
Richard Ivey School of Business
Laura Javor's BMO Capital Markets Experience May 2009 - August 2009
Job Risk Management & Client Service Support, Gluskin Sheff + Associates Inc.
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. January 2015 - Present
National Bank Financial December 2013 - January 2015
National Bank Financial December 2011 - December 2013
National Bank Financial June 2011 - December 2011
Ernst & Young May 2010 - August 2010
BMO Capital Markets May 2009 - August 2009
Ontario Power Generation May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Capital Markets, Valuation, Fixed Income, Corporate Finance, Data Analysis, Financial Markets, Portfolio Management, Analytics, Investments, Business Analysis, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
Honours Business Administration
Appleby College 2003 — 2007
Secondary School Dimploma, 2003 - 2007 Optimates Academic Honour Roll
Western University
Gluskin Sheff + Associates Inc. January 2015 - Present
National Bank Financial December 2013 - January 2015
National Bank Financial December 2011 - December 2013
National Bank Financial June 2011 - December 2011
Ernst & Young May 2010 - August 2010
BMO Capital Markets May 2009 - August 2009
Ontario Power Generation May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Capital Markets, Valuation, Fixed Income, Corporate Finance, Data Analysis, Financial Markets, Portfolio Management, Analytics, Investments, Business Analysis, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
Honours Business Administration
Appleby College 2003 — 2007
Secondary School Dimploma, 2003 - 2007 Optimates Academic Honour Roll
Western University
Jon-Ian Lui's BMO Capital Markets Experience 2006 - 2008
Job MBA Candidate INSEAD (Class of July 2012)
Industry Venture Capital & Private Equity
Experience
Searchlight Capital Partners 2011 - 2011
Ontario Teachers' Pension Plan 2009 - 2011
BMO Capital Markets 2006 - 2008
Education
INSEAD 2011 — 2012
MBA
McGill University 2003 — 2006
B.Com
Searchlight Capital Partners 2011 - 2011
Ontario Teachers' Pension Plan 2009 - 2011
BMO Capital Markets 2006 - 2008
Education
INSEAD 2011 — 2012
MBA
McGill University 2003 — 2006
B.Com
Alex Pelzar's BMO Capital Markets Experience 2014 - 2015
Job Investor Relations Analyst
Industry Financial Services
Experience
Solebury Communications Group June 2015 - Present
BMO Capital Markets 2014 - 2015
Citi 2013 - 2014
Skills
Financial Analysis, Equity Research, Microsoft Excel, Financial Modeling, Investments, Finance, Investor Relations
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Solebury Communications Group June 2015 - Present
BMO Capital Markets 2014 - 2015
Citi 2013 - 2014
Skills
Financial Analysis, Equity Research, Microsoft Excel, Financial Modeling, Investments, Finance, Investor Relations
Education
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Gino Martone's BMO Capital Markets Experience January 2005 - November 2013
Job Founder, Principal, Bolton Capital Canada Inc.
Industry Investment Management
Experience
Bolton Capital Canada Inc. November 2013 - Present
BMO Capital Markets January 2005 - November 2013
BMO Capital Markets January 2001 - January 2005
BMO Capital Markets August 1998 - April 2001
BMO Nesbitt Burns September 1993 - August 1998
Credit Suisse First Boston Canada June 1988 - September 1993
Skills
CFA, Chartered Accountant, Chartered Financial..., Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Investments, Fixed Income, Equity Derivatives, Investment Banking, Bloomberg, Financial Services, Alternative Investments, Portfolio Management, Asset Management, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
Honors Business Administration
Bolton Capital Canada Inc. November 2013 - Present
BMO Capital Markets January 2005 - November 2013
BMO Capital Markets January 2001 - January 2005
BMO Capital Markets August 1998 - April 2001
BMO Nesbitt Burns September 1993 - August 1998
Credit Suisse First Boston Canada June 1988 - September 1993
Skills
CFA, Chartered Accountant, Chartered Financial..., Capital Markets, Derivatives, Equities, Hedge Funds, Structured Products, Investments, Fixed Income, Equity Derivatives, Investment Banking, Bloomberg, Financial Services, Alternative Investments, Portfolio Management, Asset Management, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 2000 — 2004
Honors Business Administration
David Yi'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
Dundee Capital Markets April 2015 - June 2015
Dundee Capital Markets July 2012 - March 2015
Dundee Capital Markets May 2011 - August 2011
IESO May 2010 - August 2010
Skills
Valuation, Business Analysis, Investment Banking, Entrepreneurship, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Corporate Finance, Bloomberg, Teamwork, Equities, Finance, Market Research, Data Analysis, Mergers & Acquisitions
Education
Ivey Business School at Western University 2008 — 2012
Honours Business Administration, Finance
CFA Institute
Oakville Trafalgar High School 2004 — 2008
BMO Capital Markets July 2015 - Present
Dundee Capital Markets April 2015 - June 2015
Dundee Capital Markets July 2012 - March 2015
Dundee Capital Markets May 2011 - August 2011
IESO May 2010 - August 2010
Skills
Valuation, Business Analysis, Investment Banking, Entrepreneurship, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Corporate Finance, Bloomberg, Teamwork, Equities, Finance, Market Research, Data Analysis, Mergers & Acquisitions
Education
Ivey Business School at Western University 2008 — 2012
Honours Business Administration, Finance
CFA Institute
Oakville Trafalgar High School 2004 — 2008
Darryl Jacobson's BMO Capital Markets Experience 2011 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2011 - Present
GE Capital 2008 - 2011
J.P. Morgan 2000 - 2008
Skills
Investment Banking, Capital Markets, Leveraged Finance, Leveraged Loans, High Yield Bonds, LBO, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
University of Manitoba, Faculty of Law
Doctor of Law (JD)
University of Toronto
Bachelor of Science (BSc)
BMO Capital Markets 2011 - Present
GE Capital 2008 - 2011
J.P. Morgan 2000 - 2008
Skills
Investment Banking, Capital Markets, Leveraged Finance, Leveraged Loans, High Yield Bonds, LBO, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
University of Manitoba, Faculty of Law
Doctor of Law (JD)
University of Toronto
Bachelor of Science (BSc)
Kyle McNaught's BMO Capital Markets Experience December 2014 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets October 2009 - June 2011
Deutsche Bank June 2008 - July 2009
Skills
Bloomberg, Capital Markets, Valuation, LBO, Investment Banking, Financial Modeling
Education
Universidad de Sevilla 2008 — 2008
Study Abroad Program, Spanish Economic History, Spanish Cinema, Spanish Writing, Art History
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, International Business
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets October 2009 - June 2011
Deutsche Bank June 2008 - July 2009
Skills
Bloomberg, Capital Markets, Valuation, LBO, Investment Banking, Financial Modeling
Education
Universidad de Sevilla 2008 — 2008
Study Abroad Program, Spanish Economic History, Spanish Cinema, Spanish Writing, Art History
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance, International Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS