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
Thomas Sigle Thomas Sigle's BMO Capital Markets Experience March 2015 - Present
Job M&A Investment Banking Analyst
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
BMO Capital Markets March 2015 - Present
SunTrust Robinson Humphrey May 2014 - March 2015
CBOE May 2013 - July 2013
Bridgeview Bank Group December 2012 - May 2013
Loyola University Chicago August 2011 - December 2012
Morgan Stanley Wealth Management April 2011 - December 2012
SCF Securities, Inc. July 2010 - January 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Economics, Research, Quantitative Analytics, Stata, Econometrics, Risk Management, SAS, Bloomberg, Investment Banking, Valuation, SPSS, Data Analysis
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science in Finance
Loyola University Chicago
Bachelor of Arts (B.A.), Economics, 3.99 / 4.0
Ann Lowrey Ann Lowrey's BMO Capital Markets Experience 1989 - 2012
Job Retired Fixed Income Investment Professional
Industry Investment Management
Experience
BMO Capital Markets 1989 - 2012
Skills
Fixed Income, Investments, Investment Sales, Municipal Bond..., Municipal Bonds, Variable Rate Securities, Securities, Bonds, Alternative Investments, Equity Research, Portfolio Management, Bloomberg
Education
Michigan State University
Master of Business Administration (MBA), Finance, General
Lawrence University
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
BMO Capital Markets 1989 - 2012
Skills
Fixed Income, Investments, Investment Sales, Municipal Bond..., Municipal Bonds, Variable Rate Securities, Securities, Bonds, Alternative Investments, Equity Research, Portfolio Management, Bloomberg
Education
Michigan State University
Master of Business Administration (MBA), Finance, General
Lawrence University
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Beining Chen Beining Chen's BMO Capital Markets Experience November 2009 - November 2011
Job Financial Services Consultant at Accenture
Industry Banking
Experience
Accenture August 2011 - Present
BMO Capital Markets November 2009 - November 2011
BMO Nesbitt Burns July 2008 - November 2009
Skills
Business Analysis, Back Office, Business Architecture, Business Process Design, Exchange Traded..., Equity Derivatives, Business Process..., Pegasystems PRPC, BPMN, Retail Banking, Derivatives, Operating Models, Requirements Analysis, Business Process..., Project Delivery, Functional Design, Financial Services, Capital Markets, Banking, Trading, Business Process
Education
McGill University 2004 — 2007
B.Com, Finance
Accenture August 2011 - Present
BMO Capital Markets November 2009 - November 2011
BMO Nesbitt Burns July 2008 - November 2009
Skills
Business Analysis, Back Office, Business Architecture, Business Process Design, Exchange Traded..., Equity Derivatives, Business Process..., Pegasystems PRPC, BPMN, Retail Banking, Derivatives, Operating Models, Requirements Analysis, Business Process..., Project Delivery, Functional Design, Financial Services, Capital Markets, Banking, Trading, Business Process
Education
McGill University 2004 — 2007
B.Com, Finance
Jayme Betts Jayme Betts's BMO Capital Markets Experience November 2010 - Present
Job Vice President, Fixed Income Trading
Industry Capital Markets
Experience
BMO Capital Markets November 2010 - Present
Textura Corporation August 2008 - November 2010
Law Offices of Kameli & Associates, P.C. May 2008 - August 2008
Baytree National Bank & Trust Co. 2007 - 2008
Skills
Economics, Financial Modeling, Financial Analysis, International Relations, Bloomberg, Fixed Income, Investments, Capital Markets, Data Analysis, Risk Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Lake Forest College 2004 — 2008
Bachelors, Economics; International Relations
Peking University 2007 — 2007
BMO Capital Markets November 2010 - Present
Textura Corporation August 2008 - November 2010
Law Offices of Kameli & Associates, P.C. May 2008 - August 2008
Baytree National Bank & Trust Co. 2007 - 2008
Skills
Economics, Financial Modeling, Financial Analysis, International Relations, Bloomberg, Fixed Income, Investments, Capital Markets, Data Analysis, Risk Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Lake Forest College 2004 — 2008
Bachelors, Economics; International Relations
Peking University 2007 — 2007
Dan Dujmic, CFA,FRM,CMT,CFP(r) Dan Dujmic, CFA,FRM,CMT,CFP(r)'s BMO Capital Markets Experience June 1987 - Present
Job Director
Industry Capital Markets
Experience
BMO Capital Markets June 1987 - Present
Skills
Bloomberg, Yieldbook, Intex, Excel, PowerPoint, Bloomberg API
Education
Marquette University 1989 — 1991
MBA, Finance
University of Wisconsin-Madison 1983 — 1987
BBA, Finance
BMO Capital Markets June 1987 - Present
Skills
Bloomberg, Yieldbook, Intex, Excel, PowerPoint, Bloomberg API
Education
Marquette University 1989 — 1991
MBA, Finance
University of Wisconsin-Madison 1983 — 1987
BBA, Finance
Charles Huot Charles Huot's BMO Capital Markets Experience April 2006 - June 2012
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley July 2013 - Present
SOTM July 2012 - Present
BMO Capital Markets April 2006 - June 2012
Credit Suisse April 2000 - April 2006
Skills
Capital Markets, Social Entrepreneurship, Fundraising, Coordinating Special..., Sports, Adventure Racing, cycling
Education
McGill University 1995 — 1995
Accounting
UQAM 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Montreal Exchange
Trader's program
Morgan Stanley July 2013 - Present
SOTM July 2012 - Present
BMO Capital Markets April 2006 - June 2012
Credit Suisse April 2000 - April 2006
Skills
Capital Markets, Social Entrepreneurship, Fundraising, Coordinating Special..., Sports, Adventure Racing, cycling
Education
McGill University 1995 — 1995
Accounting
UQAM 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Montreal Exchange
Trader's program
Benjamin Dubois's BMO Capital Markets Experience July 2014 - Present
Job Associate U.S. Energy Group at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets May 2013 - July 2014
Capital One Bank September 2012 - May 2013
Capital One Bank February 2011 - September 2012
Skills
Financial Analysis, Financial Modeling, Cash Flow Forecasting, Commercial Lending, Debt Restructuring, Loans, Corporate Finance, Investments
Education
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.)- Finance, Minor - Political Science
Catholic High School 2002 — 2006
BMO Capital Markets July 2014 - Present
BMO Capital Markets May 2013 - July 2014
Capital One Bank September 2012 - May 2013
Capital One Bank February 2011 - September 2012
Skills
Financial Analysis, Financial Modeling, Cash Flow Forecasting, Commercial Lending, Debt Restructuring, Loans, Corporate Finance, Investments
Education
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.)- Finance, Minor - Political Science
Catholic High School 2002 — 2006
Stefania Neely Stefania Neely's BMO Capital Markets Experience 2007 - 2011
Job Director, US Operational Risk Governance at BMO Financial Group
Industry Banking
Experience
BMO Financial Group August 2014 - Present
BMO Financial Group May 2013 - Present
BMO Financial Group November 2012 - May 2013
BMO Financial Group June 2011 - November 2012
BMO Capital Markets 2007 - 2011
BMO Harris Bank 2004 - 2007
Skills
Loans, Risk Management, Commercial Banking, Credit, Banking, Retail Banking, Governance, Mergers & Acquisitions, Operations Management, Acquisition Integration, Integration, Program Management, Portfolio Management, Treasury Management, Financial Services
Education
Franklin College Switzerland
Long Island University
MBA, International Business Administration
BMO Financial Group August 2014 - Present
BMO Financial Group May 2013 - Present
BMO Financial Group November 2012 - May 2013
BMO Financial Group June 2011 - November 2012
BMO Capital Markets 2007 - 2011
BMO Harris Bank 2004 - 2007
Skills
Loans, Risk Management, Commercial Banking, Credit, Banking, Retail Banking, Governance, Mergers & Acquisitions, Operations Management, Acquisition Integration, Integration, Program Management, Portfolio Management, Treasury Management, Financial Services
Education
Franklin College Switzerland
Long Island University
MBA, International Business Administration
Mollie Ring, EMBA's BMO Capital Markets Experience November 2002 - June 2006
Job Chief Financial Officer at Early Growth Financial Services
Industry Financial Services
Experience
Early Growth Financial Services March 2015 - July 2015
energy.me November 2013 - October 2014
energy.me May 2013 - October 2013
Energy.Me 2012 - 2012
Field Trip Factory July 2011 - December 2011
Dalco Metals, Inc. October 2006 - October 2010
BMO Capital Markets November 2002 - June 2006
Skills
Financial Analysis, Budgeting, Financial Reporting, Forecasting, Cash Flow, Cash Management, P&L, Strategic Planning, Financial Modeling, Accounting, Analysis, Business Strategy, Corporate Finance, Business Valuation, Finance, Strategic Financial..., Income Statement, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
EMBA
Marquette University 1995 — 1999
Business, International Business, Finance, Spanish
Early Growth Financial Services March 2015 - July 2015
energy.me November 2013 - October 2014
energy.me May 2013 - October 2013
Energy.Me 2012 - 2012
Field Trip Factory July 2011 - December 2011
Dalco Metals, Inc. October 2006 - October 2010
BMO Capital Markets November 2002 - June 2006
Skills
Financial Analysis, Budgeting, Financial Reporting, Forecasting, Cash Flow, Cash Management, P&L, Strategic Planning, Financial Modeling, Accounting, Analysis, Business Strategy, Corporate Finance, Business Valuation, Finance, Strategic Financial..., Income Statement, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
EMBA
Marquette University 1995 — 1999
Business, International Business, Finance, Spanish
Robin Gaines's BMO Capital Markets Experience April 2013 - March 2015
Job Executive Director at UBS Investment Bank
Industry Oil & Energy
Experience
UBS Investment Bank April 2015 - Present
BMO Capital Markets April 2013 - March 2015
Credit Suisse September 2012 - March 2013
BMO Capital Markets November 2009 - August 2012
Tristone Capital March 2007 - September 2009
Netherland, Sewell & Associates August 1996 - March 2007
Meridian Oil October 1994 - August 1996
Skills
A&D, Deal Execution, Petroleum, Upstream, Financial Modeling, Valuation, Oil & Gas Industry, Aries, PHDWin, Divestitures, Gas, Investment Banking, Onshore
Education
Louisiana State University 1989 — 1993
BS, Mathematics
UBS Investment Bank April 2015 - Present
BMO Capital Markets April 2013 - March 2015
Credit Suisse September 2012 - March 2013
BMO Capital Markets November 2009 - August 2012
Tristone Capital March 2007 - September 2009
Netherland, Sewell & Associates August 1996 - March 2007
Meridian Oil October 1994 - August 1996
Skills
A&D, Deal Execution, Petroleum, Upstream, Financial Modeling, Valuation, Oil & Gas Industry, Aries, PHDWin, Divestitures, Gas, Investment Banking, Onshore
Education
Louisiana State University 1989 — 1993
BS, Mathematics
Patrick Hartman Patrick Hartman's BMO Capital Markets Experience December 2014 - August 2015
Job Associate Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management September 2015 - Present
BMO Capital Markets December 2014 - August 2015
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets April 2009 - July 2011
BMO Capital Markets July 2007 - April 2009
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Leveraged Finance, Mergers, Company Acquisitions, Financial Analysis, Financial Modeling, Cash Flow Forecasting, LBO, Debt Structuring, DCF, Financial Structuring, Investment Banking, Credit Analysis, Syndications, Capital Markets, Corporate Finance, Loan Origination, Fixed Income, Structured Finance, High Yield, Series 7, Financial Statement..., Capital Structure, Due Diligence, Finance, Portfolio Management, Banking, Credit
Education
Lake Forest College 2003 — 2007
Bachelor of Arts, Economics
Babson Capital Management September 2015 - Present
BMO Capital Markets December 2014 - August 2015
BMO Capital Markets July 2011 - December 2014
BMO Capital Markets April 2009 - July 2011
BMO Capital Markets July 2007 - April 2009
Merrill Lynch August 2006 - January 2007
Skills
Valuation, Leveraged Finance, Mergers, Company Acquisitions, Financial Analysis, Financial Modeling, Cash Flow Forecasting, LBO, Debt Structuring, DCF, Financial Structuring, Investment Banking, Credit Analysis, Syndications, Capital Markets, Corporate Finance, Loan Origination, Fixed Income, Structured Finance, High Yield, Series 7, Financial Statement..., Capital Structure, Due Diligence, Finance, Portfolio Management, Banking, Credit
Education
Lake Forest College 2003 — 2007
Bachelor of Arts, Economics
Chris Byers Chris Byers's BMO Capital Markets Experience October 2013 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2013 - Present
Quadrivium Advisors May 2012 - October 2013
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Business Valuation, Corporate Finance, Due Diligence
Education
Queen's University 2008 — 2012
Bachelor of Commerce (Honours), Finance
Lund University 2011 — 2011
School of Management and Economics, Exchange Program
St. Michael's College School 2004 — 2008
BMO Capital Markets October 2013 - Present
Quadrivium Advisors May 2012 - October 2013
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Debt & Equity Financing, Business Valuation, Corporate Finance, Due Diligence
Education
Queen's University 2008 — 2012
Bachelor of Commerce (Honours), Finance
Lund University 2011 — 2011
School of Management and Economics, Exchange Program
St. Michael's College School 2004 — 2008
Ram Venkatachalam Ram Venkatachalam's BMO Capital Markets Experience July 2013 - May 2015
Job Technology Mergers and Acquisitions at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Bank of America Merrill Lynch June 2015 - Present
BMO Capital Markets July 2013 - May 2015
Jefferies & Company June 2012 - August 2012
Whirlpool Corporation June 2007 - May 2012
General Electric January 2005 - December 2005
Skills
Product Development, Six Sigma, Business Valuation, Corporate Finance, Mergers & Acquisitions, Electronics, Electrical Engineering, Cross-functional Team..., Product Management, Engineering Management, Product Design, Project Management, Process Improvement, Competitive Analysis, Systems Engineering, Data Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations: Finance, Accounting and Entrepreneurship
London Business School 2013 — 2013
Master of Business Administration (MBA)
Michigan State University 2003 — 2007
Bachelor of Science, Electrical Engineering
Christina Boyle's BMO Capital Markets Experience September 2013 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2013 - Present
Bank of America Merrill Lynch November 2009 - November 2012
Bank of America January 2008 - November 2009
Banc of America Securities April 2002 - January 2008
Allied Capital April 1999 - December 2000
Morgan Stanley July 1996 - April 1999
Morgan Stanley July 1991 - July 1994
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Mergers, Due Diligence, Treasury Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Massachusetts Institute of Technology 1987 — 1991
SB
Damascus High School 1983 — 1987
1987
Yogamaya New York 2012 — 2013
Registered Yoga Teacher (RYT) 200 Hour; 300 Hour Advanced Certification
BMO Capital Markets September 2013 - Present
Bank of America Merrill Lynch November 2009 - November 2012
Bank of America January 2008 - November 2009
Banc of America Securities April 2002 - January 2008
Allied Capital April 1999 - December 2000
Morgan Stanley July 1996 - April 1999
Morgan Stanley July 1991 - July 1994
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Mergers, Due Diligence, Treasury Management
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Massachusetts Institute of Technology 1987 — 1991
SB
Damascus High School 1983 — 1987
1987
Yogamaya New York 2012 — 2013
Registered Yoga Teacher (RYT) 200 Hour; 300 Hour Advanced Certification
Blaise St. Raymond's BMO Capital Markets Experience January 2008 - Present
Job Managing Director, Global Head of Engineering
Industry Investment Banking
Experience
BMO Capital Markets January 2008 - Present
Deutsche Bank September 2004 - December 2007
EMC Holdings, LLC September 1998 - September 2004
J.P. Morgan June 1991 - September 1998
Skills
Due Diligence, Investment Banking, Investments, Leveraged Finance, Management, Mergers, Petroleum, Valuation
Education
Tulane University - A.B. Freeman School of Business 1985 — 1986
Master of Business Administration (M.B.A.), Finance and Economics
Louisiana State University 1977 — 1983
Bachelor of Science (BSc) in Petroleum Engineering, Petroleum Engineering with Management Minor
BMO Capital Markets January 2008 - Present
Deutsche Bank September 2004 - December 2007
EMC Holdings, LLC September 1998 - September 2004
J.P. Morgan June 1991 - September 1998
Skills
Due Diligence, Investment Banking, Investments, Leveraged Finance, Management, Mergers, Petroleum, Valuation
Education
Tulane University - A.B. Freeman School of Business 1985 — 1986
Master of Business Administration (M.B.A.), Finance and Economics
Louisiana State University 1977 — 1983
Bachelor of Science (BSc) in Petroleum Engineering, Petroleum Engineering with Management Minor
Stella Rossovskaia Stella Rossovskaia's BMO Capital Markets Experience 2005 - December 2010
Job Continuous Improvement Lead at Bank of Montreal
Industry Financial Services
Experience
BMO Financial Group December 2010 - Present
Bank of Montreal Financial Group April 2005 - December 2010
BMO Capital Markets 2005 - December 2010
ADC Telecommunications 2000 - 2001
ACNielsen 1999 - 2000
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Process..., Software Project..., Process Improvement, Agile Methodologies, User Acceptance Testing, Visio, Leadership, Vendor Management, PMP, Business Requirements, Project Planning, Analysis, Change Management, Data Analysis, Software Documentation, PMO, Project Management, Risk Management, Business Process, Program Management, Governance, Project Delivery, Project Portfolio..., Communication, Software Development, ITIL, MS Project, Process Engineering
Education
Kyiv National Economics University 1985 — 1992
Bachelor of Science (BS), Computer Science
CDI
Diploma, Computer Programming
BMO Financial Group December 2010 - Present
Bank of Montreal Financial Group April 2005 - December 2010
BMO Capital Markets 2005 - December 2010
ADC Telecommunications 2000 - 2001
ACNielsen 1999 - 2000
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Business Process..., Software Project..., Process Improvement, Agile Methodologies, User Acceptance Testing, Visio, Leadership, Vendor Management, PMP, Business Requirements, Project Planning, Analysis, Change Management, Data Analysis, Software Documentation, PMO, Project Management, Risk Management, Business Process, Program Management, Governance, Project Delivery, Project Portfolio..., Communication, Software Development, ITIL, MS Project, Process Engineering
Education
Kyiv National Economics University 1985 — 1992
Bachelor of Science (BS), Computer Science
CDI
Diploma, Computer Programming
Emily Negersmith Emily Negersmith's BMO Capital Markets Experience December 2011 - May 2013
Job Office Manager at BlueMar Capital Management
Industry Financial Services
Experience
BlueMar Capital Management June 2013 - Present
BMO Capital Markets December 2011 - May 2013
SENTEL Corp May 2010 - November 2011
Skills
Executive Management, Office Management, Equity Research, Research, NYS Notary Public, Notary Public, Administration, Scheduling, Capital Markets, Global Macro, Macroeconomics, Event Management, Event Planning, Annual Reports, Compliance, Expenses
Education
Loyola University Maryland
Bachelor's, Politicial Science, Business
Carmel High School
BlueMar Capital Management June 2013 - Present
BMO Capital Markets December 2011 - May 2013
SENTEL Corp May 2010 - November 2011
Skills
Executive Management, Office Management, Equity Research, Research, NYS Notary Public, Notary Public, Administration, Scheduling, Capital Markets, Global Macro, Macroeconomics, Event Management, Event Planning, Annual Reports, Compliance, Expenses
Education
Loyola University Maryland
Bachelor's, Politicial Science, Business
Carmel High School
Hendrik van der Zandt Hendrik van der Zandt's BMO Capital Markets Experience October 2014 - February 2015
Job Analyst CIB at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas July 2015 - Present
Marquette University October 2013 - May 2015
BMO Capital Markets October 2014 - February 2015
BNP Paribas June 2014 - August 2014
Hamburger Sparkasse July 2013 - August 2013
FOCUS Training June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Social Networking, Analysis, Sales, PowerPoint, Public Speaking, Financial Analysis, Bloomberg, Microsoft Word, Word, Fundraising, Salesforce.com, Fundamental Analysis, Equity Valuation, Fixed Income, VBA, Bloomberg API, Competitive Analysis, Management, Time Management
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration in Finance, Accounting, International Business & Applied Investment Management
Tongji University 2013 — 2013
BNP Paribas July 2015 - Present
Marquette University October 2013 - May 2015
BMO Capital Markets October 2014 - February 2015
BNP Paribas June 2014 - August 2014
Hamburger Sparkasse July 2013 - August 2013
FOCUS Training June 2012 - August 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Social Networking, Analysis, Sales, PowerPoint, Public Speaking, Financial Analysis, Bloomberg, Microsoft Word, Word, Fundraising, Salesforce.com, Fundamental Analysis, Equity Valuation, Fixed Income, VBA, Bloomberg API, Competitive Analysis, Management, Time Management
Education
Marquette University 2011 — 2015
Bachelor of Science in Business Administration in Finance, Accounting, International Business & Applied Investment Management
Tongji University 2013 — 2013
Christopher Quinn's BMO Capital Markets Experience January 2015 - Present
Job Student at Johns Hopkins University
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
BMO Capital Markets January 2015 - Present
Johns Hopkins University September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
JMI Equity February 2014 - May 2014
America's Growth Capital September 2013 - November 2013
Commonwealth Annuity June 2013 - August 2013
Merrit Capital Management June 2013 - August 2013
Skills
Stata, Economics, Statistics, Econometrics, R, Research, Qualitative Research, Data Analysis, Capital IQ
Education
The Johns Hopkins University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Macalester College 2010 — 2012
Bachelor of Arts (B.A.), Economics
Peter Rhamey, CFA Peter Rhamey, CFA's BMO Capital Markets Experience November 1993 - November 2012
Job Experienced TMT Equity Analyst
Industry Investment Banking
Experience
TMT Advisors Inc. 2012 - Present
BMO Capital Markets November 1993 - November 2012
BCE Inc 1991 - 1993
Scotiabank 1990 - 1991
Domtar 1984 - 1989
Skills
Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Corporate Finance, Financial Modeling, Equity Research
Education
McGill University 1987 — 1990
Master of Business Administration (MBA), Finance
Queen's University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
TMT Advisors Inc. 2012 - Present
BMO Capital Markets November 1993 - November 2012
BCE Inc 1991 - 1993
Scotiabank 1990 - 1991
Domtar 1984 - 1989
Skills
Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Corporate Finance, Financial Modeling, Equity Research
Education
McGill University 1987 — 1990
Master of Business Administration (MBA), Finance
Queen's University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Chemical Engineering
Saberina Winfrey Saberina Winfrey's BMO Capital Markets Experience October 2013 - Present
Job at
Industry Civil Engineering
Experience
Ammann & Whitney April 2014 - Present
BMO Capital Markets October 2013 - Present
Manhattan College Bookstore January 2011 - April 2012
Manhattan College January 2011 - January 2012
Ferreira Construction April 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Civil Engineering, Surveying, Research, Photoshop, Construction, Environmental..., AutoCAD, MathCAD, Structural Analysis
Education
Manhattan College 2007 — 2012
Bachelor of Science (BS), Civil Engineering
Ammann & Whitney April 2014 - Present
BMO Capital Markets October 2013 - Present
Manhattan College Bookstore January 2011 - April 2012
Manhattan College January 2011 - January 2012
Ferreira Construction April 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Civil Engineering, Surveying, Research, Photoshop, Construction, Environmental..., AutoCAD, MathCAD, Structural Analysis
Education
Manhattan College 2007 — 2012
Bachelor of Science (BS), Civil Engineering
David Jakubowicz, CA David Jakubowicz, CA's BMO Capital Markets Experience March 2011 - Present
Job Manager at Bank of Montreal
Industry Accounting
Experience
BMO Capital Markets March 2011 - Present
KPMG Canada January 2007 - April 2011
Skills
IFRS, Auditing, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Internal Controls, Business Valuation, Corporate Finance, Accounting, Capital Markets, Due Diligence, Private Equity, Forecasting, Sarbanes-Oxley Act
Education
University of Toronto - Rotman School of Management 2006 — 2008
Masters of Management and Professional Accounting (MMPA)
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
BMO Capital Markets March 2011 - Present
KPMG Canada January 2007 - April 2011
Skills
IFRS, Auditing, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Internal Controls, Business Valuation, Corporate Finance, Accounting, Capital Markets, Due Diligence, Private Equity, Forecasting, Sarbanes-Oxley Act
Education
University of Toronto - Rotman School of Management 2006 — 2008
Masters of Management and Professional Accounting (MMPA)
McGill University 2002 — 2006
Bachelor of Commerce (B.Com.), Finance
Barbara Gee's BMO Capital Markets Experience June 2011 - September 2013
Job Project Coordinator at Futurestep, A Korn/Ferry Company
Industry Staffing and Recruiting
Experience
Futurestep, A Korn/Ferry Company October 2013 - Present
BMO Capital Markets June 2011 - September 2013
Hudson Advisors, LLC September 2009 - June 2011
Enterprise Rent-A-Car September 2005 - September 2009
Skills
Project Management, Event Planning, Project Coordination, Organizational..., Problem Solving, Organization &..., Multitasking Skills, Office Management, Budgets, Administrative..., Access, Marketing, Administrative..., Customer Service, Talent Acquisition, Human Resources, Management, Microsoft Office, Microsoft Excel
Education
Kent State University
Bachelor of Science (BS), Healthcare Services
Futurestep, A Korn/Ferry Company October 2013 - Present
BMO Capital Markets June 2011 - September 2013
Hudson Advisors, LLC September 2009 - June 2011
Enterprise Rent-A-Car September 2005 - September 2009
Skills
Project Management, Event Planning, Project Coordination, Organizational..., Problem Solving, Organization &..., Multitasking Skills, Office Management, Budgets, Administrative..., Access, Marketing, Administrative..., Customer Service, Talent Acquisition, Human Resources, Management, Microsoft Office, Microsoft Excel
Education
Kent State University
Bachelor of Science (BS), Healthcare Services
Keith Brigley Keith Brigley's BMO Capital Markets Experience 2013 - 2015
Job
Industry Financial Services
Experience
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Capital Markets Advisors LLC May 2013 - Present
BMO Capital Markets 2013 - 2015
PwC Consulting February 2011 - May 2013
Capco November 2006 - January 2011
ADP Clearing & Outsourcing 1998 - 2006
Bear Stearns 1991 - 1998
Securities Settlement 1987 - 1991
LF Rothchild 1984 - 1987
Skills
Management Consulting, Risk Management, Equities, Strategy Development, Wealth Management, Business Strategy, Change Management, Operations Management, Capital Markets, Business Transformation, Securities, Strategy, Due Diligence, Business Analysis, Financial Services, Financial Modeling, Fixed Income, Investment Banking, Mergers & Acquisitions, Financial Risk, Valuation, Derivatives, Portfolio Management, Management, Consulting, Finance, Operational Risk..., Governance
Education
Pace University - Lubin School of Business 1988 — 1994
MBA, Accounting
Manhattan College 1975 — 1979
B S
Cyril Kopitin Cyril Kopitin's BMO Capital Markets Experience April 2008 - August 2008
Job Financial Services Executive Risk Management | Treasury | Tactical solutions | Data aggregation and governance
Industry Banking
Experience
Canadian Western Bank June 2013 - September 2014
Canadian Western Bank May 2012 - September 2014
RBC Capital Markets February 2010 - September 2012
BMO Capital Markets April 2008 - August 2008
ICICI Bank Eurasia LLC April 2006 - August 2007
Societe Generale December 2005 - March 2006
Rosbank September 2003 - October 2005
Financial Group "New World" September 2002 - August 2003
CNET Content Solutions March 2001 - August 2002
Skills
Basel III, Liquidity Risk, VBA, Basel II, Quantitative Analytics, Analysis, SAS, Visio, Microsoft Excel, Portfolio Management, Problem Solving, Risk Management, SQL, Financial Modeling, Financial Risk, Risk Modeling, Business Analytics, Credit Risk, Analytic Thinking, Excel, Market Risk, Management, Credit, Analytics, Finance, Forecasting, Credit Analysis, Strategy, Derivatives, Financial Analysis, Capital Markets, Interest Rate..., Quantitative Finance, Treasury, SPSS, Mathlab, Risk Modelling, Tactical Solutions, Liquidity Management, Leadership, QRM
Education
York University - Schulich School of Business 2007 — 2009
MBA, Finance/Strategic Management
Lomonosov Moscow State University (MSU) 2001 — 2005
PhD, Mathematical Economics
Lomonosov Moscow State University (MSU) 1999 — 2001
Master, Economics
Lomonosov Moscow State University (MSU) 1993 — 1999
Master, Physics
Canadian Western Bank June 2013 - September 2014
Canadian Western Bank May 2012 - September 2014
RBC Capital Markets February 2010 - September 2012
BMO Capital Markets April 2008 - August 2008
ICICI Bank Eurasia LLC April 2006 - August 2007
Societe Generale December 2005 - March 2006
Rosbank September 2003 - October 2005
Financial Group "New World" September 2002 - August 2003
CNET Content Solutions March 2001 - August 2002
Skills
Basel III, Liquidity Risk, VBA, Basel II, Quantitative Analytics, Analysis, SAS, Visio, Microsoft Excel, Portfolio Management, Problem Solving, Risk Management, SQL, Financial Modeling, Financial Risk, Risk Modeling, Business Analytics, Credit Risk, Analytic Thinking, Excel, Market Risk, Management, Credit, Analytics, Finance, Forecasting, Credit Analysis, Strategy, Derivatives, Financial Analysis, Capital Markets, Interest Rate..., Quantitative Finance, Treasury, SPSS, Mathlab, Risk Modelling, Tactical Solutions, Liquidity Management, Leadership, QRM
Education
York University - Schulich School of Business 2007 — 2009
MBA, Finance/Strategic Management
Lomonosov Moscow State University (MSU) 2001 — 2005
PhD, Mathematical Economics
Lomonosov Moscow State University (MSU) 1999 — 2001
Master, Economics
Lomonosov Moscow State University (MSU) 1993 — 1999
Master, Physics
Cameron Mahoney Cameron Mahoney's BMO Capital Markets Experience July 2015 - Present
Job Analyst, Interest Rate Derivatives at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Harris Bank September 2013 - July 2015
BMO Harris Bank June 2013 - September 2013
BMO Harris Bank May 2012 - May 2013
Skills
Customer Service, Microsoft Word, PowerPoint, CRM, Microsoft Office, Microsoft Excel, Analysis, Social Media, Accounting, Teamwork, Time Management, Leadership, Financial Analysis, Finance, Credit
Education
Marquette University 2009 — 2013
Bachelor of Science (BS), Majors: International Business, Finance Minor: Spanish
Universidad Pontificia Comillas 2011 — 2011
Language, Culture
BMO Capital Markets July 2015 - Present
BMO Harris Bank September 2013 - July 2015
BMO Harris Bank June 2013 - September 2013
BMO Harris Bank May 2012 - May 2013
Skills
Customer Service, Microsoft Word, PowerPoint, CRM, Microsoft Office, Microsoft Excel, Analysis, Social Media, Accounting, Teamwork, Time Management, Leadership, Financial Analysis, Finance, Credit
Education
Marquette University 2009 — 2013
Bachelor of Science (BS), Majors: International Business, Finance Minor: Spanish
Universidad Pontificia Comillas 2011 — 2011
Language, Culture
Joseph de la Plante's BMO Capital Markets Experience July 2008 - August 2010
Job Vice President, Corporate Development at Osisko Gold Royalties
Industry Mining & Metals
Experience
Osisko Gold Royalties June 2014 - Present
Osisko Mining Corporation November 2010 - June 2014
BMO Capital Markets July 2008 - August 2010
SNC-Lavalin May 2007 - September 2007
Skills
Financial Modeling, Mergers, Microsoft Office, French, English, Mining, Natural Resources, Valuation, Corporate Finance, Financial Analysis, Excel, Corporate Development, PowerPoint, Word, Analysis, M&A experience, Gold, Base Metals, Acquisitions, Investor Relations, Mergers & Acquisitions, Investment Banking
Education
McGill University 2004 — 2008
B. Eng. Mechanical, Mechanical Engineering
Collège Jean-de-Brébeuf 2002 — 2004
DEC Pure and Applied Sciences, Pure and Applied Sciences
École International de Montréal 1997 — 2002
Baccalaureat International
Ecole primaire notre-dame-de-grace
Osisko Gold Royalties June 2014 - Present
Osisko Mining Corporation November 2010 - June 2014
BMO Capital Markets July 2008 - August 2010
SNC-Lavalin May 2007 - September 2007
Skills
Financial Modeling, Mergers, Microsoft Office, French, English, Mining, Natural Resources, Valuation, Corporate Finance, Financial Analysis, Excel, Corporate Development, PowerPoint, Word, Analysis, M&A experience, Gold, Base Metals, Acquisitions, Investor Relations, Mergers & Acquisitions, Investment Banking
Education
McGill University 2004 — 2008
B. Eng. Mechanical, Mechanical Engineering
Collège Jean-de-Brébeuf 2002 — 2004
DEC Pure and Applied Sciences, Pure and Applied Sciences
École International de Montréal 1997 — 2002
Baccalaureat International
Ecole primaire notre-dame-de-grace
Jackie Beer Jackie Beer's BMO Capital Markets Experience February 2014 - Present
Job Leveraged Finance Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets February 2014 - Present
JRB Consulting Services LLC January 2012 - January 2014
KBW Capital Partners June 2008 - January 2012
Bear Stearns & Co. June 2007 - June 2008
Bear Stearns & Co. June 2006 - August 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Asset Management, Private Placements, SNL Financial, Asset Managment, Equity Research, Financial Institutions, Trading, Derivatives, Mergers & Acquisitions, Hedge Funds, Finance, Financial Services, Investment Banking, Investments, Financial Analysis
Education
NYU Stern School of Business 2011 — 2014
MBA, Part-time
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2007
BS, Management Science, Economics
BMO Capital Markets February 2014 - Present
JRB Consulting Services LLC January 2012 - January 2014
KBW Capital Partners June 2008 - January 2012
Bear Stearns & Co. June 2007 - June 2008
Bear Stearns & Co. June 2006 - August 2006
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Asset Management, Private Placements, SNL Financial, Asset Managment, Equity Research, Financial Institutions, Trading, Derivatives, Mergers & Acquisitions, Hedge Funds, Finance, Financial Services, Investment Banking, Investments, Financial Analysis
Education
NYU Stern School of Business 2011 — 2014
MBA, Part-time
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2007
BS, Management Science, Economics
David Hastie's BMO Capital Markets Experience July 2009 - April 2011
Job Director & District Manager at Roynat Capital
Industry Financial Services
Experience
Roynat Capital November 2013 - Present
Roynat Capital March 2011 - October 2013
BMO Capital Markets July 2009 - April 2011
CIBC World Markets May 2008 - August 2008
GE Capital January 2007 - June 2007
GE Capital April 2005 - January 2007
GE Capital April 2003 - April 2005
GE Capital May 2002 - April 2003
Skills
Mergers & Acquisitions, Strategy, Corporate Finance, Financial Modeling, Portfolio Management, Financial Analysis, Finance, Investments, Underwriting, Credit, Mergers, Business Development, Relationship Management, Negotiation, Valuation, Risk Management
Education
McGill University 2007 — 2009
MBA, Finance
The University of British Columbia 1998 — 2002
BCom, Business Management
Roynat Capital November 2013 - Present
Roynat Capital March 2011 - October 2013
BMO Capital Markets July 2009 - April 2011
CIBC World Markets May 2008 - August 2008
GE Capital January 2007 - June 2007
GE Capital April 2005 - January 2007
GE Capital April 2003 - April 2005
GE Capital May 2002 - April 2003
Skills
Mergers & Acquisitions, Strategy, Corporate Finance, Financial Modeling, Portfolio Management, Financial Analysis, Finance, Investments, Underwriting, Credit, Mergers, Business Development, Relationship Management, Negotiation, Valuation, Risk Management
Education
McGill University 2007 — 2009
MBA, Finance
The University of British Columbia 1998 — 2002
BCom, Business Management
Kristin Irish Kristin Irish's BMO Capital Markets Experience January 2015 - Present
Job Vice President , Global Learning & Development, BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2015 - Present
UBS Investment Bank March 2010 - January 2015
Yale University, School of Management August 2004 - March 2010
American Technology Research September 2002 - August 2004
Soundview Technology Group January 1999 - August 2002
Merrill Lynch May 1994 - December 1998
Mabon Securities 1993 - 1993
T. Rowe Price May 1990 - May 1992
Morgan Stanley October 1987 - August 1990
Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation
Education
Lehigh University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
BMO Capital Markets January 2015 - Present
UBS Investment Bank March 2010 - January 2015
Yale University, School of Management August 2004 - March 2010
American Technology Research September 2002 - August 2004
Soundview Technology Group January 1999 - August 2002
Merrill Lynch May 1994 - December 1998
Mabon Securities 1993 - 1993
T. Rowe Price May 1990 - May 1992
Morgan Stanley October 1987 - August 1990
Skills
Equities, Investments, Recruiting, Career Counseling, Career Development..., Management, Strategy, Trading, Sales, Investment Banking, Series 7 & 66, Risk Management, Securities, Financial Services, Portfolio Management, Hedge Funds, Capital Markets, Financial Modeling, Valuation
Education
Lehigh University
BA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Wes Harrington, CFA Wes Harrington, CFA's BMO Capital Markets Experience December 2014 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
Brian Bai's BMO Capital Markets Experience 2013 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2013 - Present
BMO Capital Markets June 2012 - August 2012
Illinois Business Consulting August 2011 - May 2012
Savant Capital Management May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
BS, Finance
Korea University 2010 — 2010
Business
BMO Capital Markets 2013 - Present
BMO Capital Markets June 2012 - August 2012
Illinois Business Consulting August 2011 - May 2012
Savant Capital Management May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
BS, Finance
Korea University 2010 — 2010
Business
Ponram Gopal Ponram Gopal's BMO Capital Markets Experience August 2011 - July 2015
Job Consultant, Market Risk Technology
Industry Capital Markets
Experience
TD Securities July 2015 - Present
BMO Capital Markets August 2011 - July 2015
TD Securities May 2010 - August 2011
Accenture 2007 - 2008
Infosys December 2005 - September 2007
BP February 2007 - May 2007
AREVA T&D July 2003 - December 2005
Skills
Financial Modeling, Business Analysis, Market Risk, Financial Analysis, Risk Management, VBA, Derivatives, Project Management, Business Intelligence, Process Improvement, Valuation, FX Options, Requirements Analysis
Education
York University - Schulich School of Business 2008 — 2010
MBA, Finance
Madurai Kamaraj University 1999 — 2003
BE, Mechanical Engineering
TD Securities July 2015 - Present
BMO Capital Markets August 2011 - July 2015
TD Securities May 2010 - August 2011
Accenture 2007 - 2008
Infosys December 2005 - September 2007
BP February 2007 - May 2007
AREVA T&D July 2003 - December 2005
Skills
Financial Modeling, Business Analysis, Market Risk, Financial Analysis, Risk Management, VBA, Derivatives, Project Management, Business Intelligence, Process Improvement, Valuation, FX Options, Requirements Analysis
Education
York University - Schulich School of Business 2008 — 2010
MBA, Finance
Madurai Kamaraj University 1999 — 2003
BE, Mechanical Engineering
Alexander Lerman Alexander Lerman's BMO Capital Markets Experience December 2011 - March 2013
Job Sr. Application Performance/Automation Developer
Industry Information Technology and Services
Experience
Ontario Teachers' Pension Plan February 2015 - Present
Scotiabank March 2013 - February 2015
BMO Capital Markets December 2011 - March 2013
BMO April 2010 - December 2011
ADP May 2009 - April 2010
Bank of Montreal May 2008 - May 2009
Resolve Corporation December 2007 - May 2008
Roxio/Sonic Solutions 2000 - 2007
Skills
LoadRunner, QTP, SQL, Automation, Testing, Test Automation, Test Planning, Quality Assurance, User Acceptance Testing, Test Cases, Regression Testing, SDLC, Project Planning, Agile Methodologies, Requirements Analysis, XML, Load Testing, Software Project..., Business Analysis, Microsoft SQL Server
Education
Kyiv Engineering Technical Institute
Ontario Teachers' Pension Plan February 2015 - Present
Scotiabank March 2013 - February 2015
BMO Capital Markets December 2011 - March 2013
BMO April 2010 - December 2011
ADP May 2009 - April 2010
Bank of Montreal May 2008 - May 2009
Resolve Corporation December 2007 - May 2008
Roxio/Sonic Solutions 2000 - 2007
Skills
LoadRunner, QTP, SQL, Automation, Testing, Test Automation, Test Planning, Quality Assurance, User Acceptance Testing, Test Cases, Regression Testing, SDLC, Project Planning, Agile Methodologies, Requirements Analysis, XML, Load Testing, Software Project..., Business Analysis, Microsoft SQL Server
Education
Kyiv Engineering Technical Institute
J. Kerry Young's BMO Capital Markets Experience January 1994 - January 1999
Job J.D. Candidate, Osgoode Hall Law School, Producer, Business Affairs Manager.
Industry Entertainment
Experience
Canadian Film Centre 2012 - August 2015
Spruce Street Pictures Inc 2006 - February 2012
"Picture Day" - Telefilm Independent Feature Film October 2011 - November 2011
RUBY SKYE P.I. July 2010 - July 2011
BMO Nesbitt Burns January 2002 - January 2004
BMO Nesbitt Burns January 1999 - January 2002
BMO Capital Markets January 1994 - January 1999
BMO Capital Markets January 1992 - January 1994
Skills
Television, Film Production, Film, Video Production, Feature Films, Short Films, New Media, Media Production, Digital Media, Production Managment, Banking, Capital Markets, Manage Client..., Commercial Banking, Loans, Relationship Management, Content Strategy, Commercial Lending
Education
McGill University 1985 — 1989
BA, Film & Communication
Canadian Film Centre 2006 — 2007
Producer's Lab
CEGEP de L'Outaouais - Heritage Campus 1983 — 1985
Diplome d'Etudes Collegiales, Arts & Letters
York University - Osgoode Hall Law School
Juris Doctor (J.D.)
Canadian Film Centre 2012 - August 2015
Spruce Street Pictures Inc 2006 - February 2012
"Picture Day" - Telefilm Independent Feature Film October 2011 - November 2011
RUBY SKYE P.I. July 2010 - July 2011
BMO Nesbitt Burns January 2002 - January 2004
BMO Nesbitt Burns January 1999 - January 2002
BMO Capital Markets January 1994 - January 1999
BMO Capital Markets January 1992 - January 1994
Skills
Television, Film Production, Film, Video Production, Feature Films, Short Films, New Media, Media Production, Digital Media, Production Managment, Banking, Capital Markets, Manage Client..., Commercial Banking, Loans, Relationship Management, Content Strategy, Commercial Lending
Education
McGill University 1985 — 1989
BA, Film & Communication
Canadian Film Centre 2006 — 2007
Producer's Lab
CEGEP de L'Outaouais - Heritage Campus 1983 — 1985
Diplome d'Etudes Collegiales, Arts & Letters
York University - Osgoode Hall Law School
Juris Doctor (J.D.)
Kristyn Simpson Kristyn Simpson's BMO Capital Markets Experience May 2014 - Present
Job Marketing Coordinator at BMO Capital Markets
Industry Marketing and Advertising
Experience
BMO Capital Markets May 2014 - Present
The Leukemia & Lymphoma Society April 2014 - Present
Dotcomplished LLC October 2013 - April 2014
BigMachines May 2012 - February 2013
Fox Broadcasting Company November 2010 - April 2012
Specialsagent.com July 2009 - November 2010
Bar Louie Milwaukee November 2008 - May 2009
Ford Models January 2009 - April 2009
Ford Models Milwaukee January 2008 - November 2008
Skills
Promotions, Advertising, Journalism, Social Media, Marketing, Social Media Marketing, Facebook, SEM, Online Advertising, Social Networking, Digital Marketing, New Media, Press Releases, Copywriting, SEO, Blogging, Email Marketing, Marketing Communications, Public Relations, Event Planning, Marketing Strategy, Corporate Communications, InDesign, Editing, Salesforce.com, Newsletters, Creative Writing, Strategic Communications, Trade Shows, Copy Editing, CRM, Web Content Management, Media Planning, Brand Awareness, Publicity, B2B, Web Content, Market Planning, Media Buying, Lead Generation, Integrated Marketing, B2B Marketing, Social Media Measurement, Corporate Branding, Marketing Research, Content Management, Campaigns, Strategic Partnerships, AP Style, Relationship Marketing
Education
Marquette University 2005 — 2009
Bachelor's degree, Journalism and Advertising
Notre Dame Academy 2001 — 2005
High School Diploma, General
BMO Capital Markets May 2014 - Present
The Leukemia & Lymphoma Society April 2014 - Present
Dotcomplished LLC October 2013 - April 2014
BigMachines May 2012 - February 2013
Fox Broadcasting Company November 2010 - April 2012
Specialsagent.com July 2009 - November 2010
Bar Louie Milwaukee November 2008 - May 2009
Ford Models January 2009 - April 2009
Ford Models Milwaukee January 2008 - November 2008
Skills
Promotions, Advertising, Journalism, Social Media, Marketing, Social Media Marketing, Facebook, SEM, Online Advertising, Social Networking, Digital Marketing, New Media, Press Releases, Copywriting, SEO, Blogging, Email Marketing, Marketing Communications, Public Relations, Event Planning, Marketing Strategy, Corporate Communications, InDesign, Editing, Salesforce.com, Newsletters, Creative Writing, Strategic Communications, Trade Shows, Copy Editing, CRM, Web Content Management, Media Planning, Brand Awareness, Publicity, B2B, Web Content, Market Planning, Media Buying, Lead Generation, Integrated Marketing, B2B Marketing, Social Media Measurement, Corporate Branding, Marketing Research, Content Management, Campaigns, Strategic Partnerships, AP Style, Relationship Marketing
Education
Marquette University 2005 — 2009
Bachelor's degree, Journalism and Advertising
Notre Dame Academy 2001 — 2005
High School Diploma, General
Jesse Pearlstein Jesse Pearlstein'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 May 2013 - August 2013
Rogers Media Inc. 2011 - 2012
FTI Consulting Inc. October 2009 - December 2010
Wellington West Capital Markets Inc. (acquired by National Bank Financial) April 2008 - October 2009
PwC 2005 - 2006
Skills
Corporate Finance, Investment Banking, Financial Modeling, M&A experience, Transaction Advisory..., Mergers, IPO, Business Valuation, Investment Valuation, Metals & Mining, Oil & Gas Industry, Risk Management, Bloomberg, Business Strategy, Pricing Optimization, Team Leadership, Due Diligence, Valuation, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Investments, Equity Research, Equities, Economics
Education
McGill University
Master of Business Administration (MBA), Finance
York University - Schulich School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BMO Capital Markets July 2014 - Present
BMO Capital Markets May 2013 - August 2013
Rogers Media Inc. 2011 - 2012
FTI Consulting Inc. October 2009 - December 2010
Wellington West Capital Markets Inc. (acquired by National Bank Financial) April 2008 - October 2009
PwC 2005 - 2006
Skills
Corporate Finance, Investment Banking, Financial Modeling, M&A experience, Transaction Advisory..., Mergers, IPO, Business Valuation, Investment Valuation, Metals & Mining, Oil & Gas Industry, Risk Management, Bloomberg, Business Strategy, Pricing Optimization, Team Leadership, Due Diligence, Valuation, Private Equity, Capital Markets, Mergers & Acquisitions, Financial Analysis, Investments, Equity Research, Equities, Economics
Education
McGill University
Master of Business Administration (MBA), Finance
York University - Schulich School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Matthew Beckmann, CAMS Matthew Beckmann, CAMS's BMO Capital Markets Experience August 2014 - February 2015
Job BSA Officer
Industry Banking
Experience
Urban Partnership Bank February 2015 - Present
BMO Capital Markets August 2014 - February 2015
JPMorgan Chase October 2013 - August 2014
West Suburban Bank November 2008 - October 2013
Forest Park National Bank & Trust May 2000 - July 2008
Youth Outreach Services January 2004 - February 2008
Skills
Anti Money Laundering, Bank Secrecy Act, Risk Management, Financial Analysis, Retail Banking, Banking, Microsoft Office, Financial Risk, KYC, Commercial Banking, Management, Portfolio Management, AML, Consumer Lending, Accounting, Credit, Finance
Education
University of Illinois at Chicago 2005 — 2007
Master of Business Administration (MBA), Accounting
Loyola University of Chicago 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice / Accounting
Urban Partnership Bank February 2015 - Present
BMO Capital Markets August 2014 - February 2015
JPMorgan Chase October 2013 - August 2014
West Suburban Bank November 2008 - October 2013
Forest Park National Bank & Trust May 2000 - July 2008
Youth Outreach Services January 2004 - February 2008
Skills
Anti Money Laundering, Bank Secrecy Act, Risk Management, Financial Analysis, Retail Banking, Banking, Microsoft Office, Financial Risk, KYC, Commercial Banking, Management, Portfolio Management, AML, Consumer Lending, Accounting, Credit, Finance
Education
University of Illinois at Chicago 2005 — 2007
Master of Business Administration (MBA), Accounting
Loyola University of Chicago 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice / Accounting
Maxime Dorais's BMO Capital Markets Experience July 2010 - August 2012
Job Director at BMO Capital Partners
Industry Financial Services
Experience
BMO Capital Partners July 2014 - Present
BMO Capital Partners August 2012 - July 2014
BMO Capital Markets July 2010 - August 2012
Max Paver October 2007 - January 2010
Skills
Valuation, Corporate Finance, Investments, Financial Analysis, Economics, Financial Modeling, Investment Banking, Bloomberg, Business Valuation, Microsoft Excel, Business Strategy, Equities, Portfolio Management, Capital Markets, Investment Strategies, Fixed Income, Derivatives, Equity Research, Finance
Education
McGill University 2007 — 2010
BCom, Finance
CEGEP Jean-de-Brebeuf 2005 — 2007
International BAC, Economics
BMO Capital Partners July 2014 - Present
BMO Capital Partners August 2012 - July 2014
BMO Capital Markets July 2010 - August 2012
Max Paver October 2007 - January 2010
Skills
Valuation, Corporate Finance, Investments, Financial Analysis, Economics, Financial Modeling, Investment Banking, Bloomberg, Business Valuation, Microsoft Excel, Business Strategy, Equities, Portfolio Management, Capital Markets, Investment Strategies, Fixed Income, Derivatives, Equity Research, Finance
Education
McGill University 2007 — 2010
BCom, Finance
CEGEP Jean-de-Brebeuf 2005 — 2007
International BAC, Economics
Tamara Gonzalez Tamara Gonzalez's BMO Capital Markets Experience September 2007 - March 2011
Job Investor Relations Professional with Experience in Financial Communications and Equity Research
Industry Public Relations and Communications
Experience
Fleishman-Hillard April 2011 - July 2013
BMO Capital Markets September 2007 - March 2011
The Home Depot June 2005 - September 2007
The Home Depot February 2005 - July 2005
The Home Depot September 2003 - February 2005
Skills
Investor Relations, Financial Communications, Strategic Communications, Strategic Planning, Corporate Communications, Message Development, Press Releases, Analyst Relations
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2003
Master of Business Administration (M.B.A.)
The University of Georgia 1994 — 1997
B.A.
Fleishman-Hillard April 2011 - July 2013
BMO Capital Markets September 2007 - March 2011
The Home Depot June 2005 - September 2007
The Home Depot February 2005 - July 2005
The Home Depot September 2003 - February 2005
Skills
Investor Relations, Financial Communications, Strategic Communications, Strategic Planning, Corporate Communications, Message Development, Press Releases, Analyst Relations
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2003
Master of Business Administration (M.B.A.)
The University of Georgia 1994 — 1997
B.A.
Mark Gannon Mark Gannon's BMO Capital Markets Experience March 2014 - Present
Job Managing Director, US Treasury Trading Desk BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2014 - Present
CRT Capital Group January 2012 - February 2014
MF Global May 2009 - November 2011
UBS Investment Bank May 1994 - May 2009
Morgan Stanley February 1992 - May 1994
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, Electronic Trading, Trading, Financial Markets
Education
Lehigh University 1987 — 1991
BS, Economics
Mercersburg Academy 1983 — 1987
High School
BMO Capital Markets March 2014 - Present
CRT Capital Group January 2012 - February 2014
MF Global May 2009 - November 2011
UBS Investment Bank May 1994 - May 2009
Morgan Stanley February 1992 - May 1994
Skills
Fixed Income, Series 7, Series 63, Bloomberg, Bonds, Electronic Trading, Trading, Financial Markets
Education
Lehigh University 1987 — 1991
BS, Economics
Mercersburg Academy 1983 — 1987
High School
Peter D'Elia Peter D'Elia's BMO Capital Markets Experience July 2004 - December 2012
Job Financial Business Analyst
Industry Investment Banking
Experience
BNP Paribas January 2015 - April 2015
Scout Trading August 2013 - February 2014
BMO Capital Markets July 2004 - December 2012
UBS 1984 - 2004
Skills
Equities, Proprietary Trading, Investment Banking, Capital Markets, Fixed Income, Private Equity, Derivatives, Hedge Funds, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Equity Derivatives, Trading Systems, Bloomberg, Structured Products, Electronic Trading, Analytical Skills, Highly detail oriented, Very Strong Operational..., Proactive self-starter, Settlement, Alternative Investments, ETFs, Trading Strategies, Funding
Education
Kingsborough Community College
BNP Paribas January 2015 - April 2015
Scout Trading August 2013 - February 2014
BMO Capital Markets July 2004 - December 2012
UBS 1984 - 2004
Skills
Equities, Proprietary Trading, Investment Banking, Capital Markets, Fixed Income, Private Equity, Derivatives, Hedge Funds, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Equity Derivatives, Trading Systems, Bloomberg, Structured Products, Electronic Trading, Analytical Skills, Highly detail oriented, Very Strong Operational..., Proactive self-starter, Settlement, Alternative Investments, ETFs, Trading Strategies, Funding
Education
Kingsborough Community College
David Matlow David Matlow's BMO Capital Markets Experience August 2013 - Present
Job Managing Director at BMO
Industry Investment Banking
Experience
BMO Capital Markets August 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 1997 - September 2008
Education
Lafayette College 1993 — 1997
Collegiate School 1987 — 1993
PS 124
BMO Capital Markets August 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 1997 - September 2008
Education
Lafayette College 1993 — 1997
Collegiate School 1987 — 1993
PS 124
Abbas Kazmi Abbas Kazmi's BMO Capital Markets Experience June 2015 - Present
Job Capital Markets Consultant
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
Kazmi Investments Inc. June 2012 - Present
BMO Capital Markets September 2014 - March 2015
BMO Capital Markets July 2013 - July 2014
RBC Capital Markets June 2012 - June 2013
Capco September 2011 - April 2012
Scotiabank March 2010 - August 2011
CIBC Mellon June 2007 - March 2010
T Securities (DMCC) September 2005 - March 2007
Skills
Market Risk, Derivatives, Bloomberg, Capital Markets, Fixed Income, FX, Basel II, Credit Risk, Equities, Financial Modeling, Risk Management, Trading, VBA, Financial Analysis, Stress Testing, Commodities, Bonds, Financial Markets, Operational Risk, Investment Banking, Hedging, Credit Derivatives, Securities, Enterprise Risk..., Liquidity Risk, Investments, FX Options, Finance, Financial Risk, Financial Services, Quantitative Finance, Interest Rate..., Mutual Funds, Portfolio Management, Quality Assurance, Quality Center, Equity Derivatives, Hedge Funds, Options
Education
University of Westminster 2004 — 2005
MSc, International Finance
King's University College 2003 — 2004
BA, Economics
Crescenta Valley High School
High School Diploma
The International School of Choueifat
BMO Capital Markets June 2015 - Present
Kazmi Investments Inc. June 2012 - Present
BMO Capital Markets September 2014 - March 2015
BMO Capital Markets July 2013 - July 2014
RBC Capital Markets June 2012 - June 2013
Capco September 2011 - April 2012
Scotiabank March 2010 - August 2011
CIBC Mellon June 2007 - March 2010
T Securities (DMCC) September 2005 - March 2007
Skills
Market Risk, Derivatives, Bloomberg, Capital Markets, Fixed Income, FX, Basel II, Credit Risk, Equities, Financial Modeling, Risk Management, Trading, VBA, Financial Analysis, Stress Testing, Commodities, Bonds, Financial Markets, Operational Risk, Investment Banking, Hedging, Credit Derivatives, Securities, Enterprise Risk..., Liquidity Risk, Investments, FX Options, Finance, Financial Risk, Financial Services, Quantitative Finance, Interest Rate..., Mutual Funds, Portfolio Management, Quality Assurance, Quality Center, Equity Derivatives, Hedge Funds, Options
Education
University of Westminster 2004 — 2005
MSc, International Finance
King's University College 2003 — 2004
BA, Economics
Crescenta Valley High School
High School Diploma
The International School of Choueifat
Cameron McIntyre Cameron McIntyre's BMO Capital Markets Experience July 2013 - Present
Job Senior Risk Analyst at BMO Capital Markets
Industry Research
Experience
BMO Capital Markets July 2013 - Present
McIntyre Tutoring Services January 2010 - July 2013
McGill University 2008 - December 2012
Corporation of the Town of Whitby May 2009 - August 2011
Skills
Problem Solving, Analysis, Economics, Microsoft Office, Excel, Word, Teamwork, PowerPoint, Microsoft Excel, Java, R, SQL, Research, Microsoft Word, Statistics, SPSS, Data Analysis
Education
McGill University 2008 — 2012
B.A. & Sc., Mathematics and Economics
St. Michaels College School 2004 — 2008
University Preparatory School, OSSD Diploma
BMO Capital Markets July 2013 - Present
McIntyre Tutoring Services January 2010 - July 2013
McGill University 2008 - December 2012
Corporation of the Town of Whitby May 2009 - August 2011
Skills
Problem Solving, Analysis, Economics, Microsoft Office, Excel, Word, Teamwork, PowerPoint, Microsoft Excel, Java, R, SQL, Research, Microsoft Word, Statistics, SPSS, Data Analysis
Education
McGill University 2008 — 2012
B.A. & Sc., Mathematics and Economics
St. Michaels College School 2004 — 2008
University Preparatory School, OSSD Diploma
Frances Lazzarini Frances Lazzarini's BMO Capital Markets Experience December 2011 - June 2013
Job HR Executive Assistant at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters June 2013 - Present
BMO Capital Markets December 2011 - June 2013
Education
Katherine Gibbs School
Certificate, Legal Assistant/Paralegal
Thomson Reuters June 2013 - Present
BMO Capital Markets December 2011 - June 2013
Education
Katherine Gibbs School
Certificate, Legal Assistant/Paralegal
Jack Ni's BMO Capital Markets Experience July 2015 - Present
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2014 - August 2014
DBRS May 2013 - August 2013
Seaspan Corporation July 2012 - August 2012
Education
McGill University 2010 — 2015
Bachelor of Commerce (B.Com), Major in Finance & Minor in Entrepreneurship
University of Bristol
Study Abroad, European Politics and Film
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2014 - August 2014
DBRS May 2013 - August 2013
Seaspan Corporation July 2012 - August 2012
Education
McGill University 2010 — 2015
Bachelor of Commerce (B.Com), Major in Finance & Minor in Entrepreneurship
University of Bristol
Study Abroad, European Politics and Film
Tatyana Demchenko's BMO Capital Markets Experience May 2014 - Present
Job Corporate AnalystTrading Products
Industry Capital Markets
Experience
BMO Capital Markets May 2014 - Present
BMO Harris Bank November 2012 - May 2014
BMO Harris Bank September 2006 - November 2012
ARCHER BANK April 2006 - September 2006
Legacy Home Mortgage January 2005 - April 2006
Skills
Bilingual, Loans, Loan Origination, Small Business Lending, Lines Of Credit, Credit Analysis, KYC, Internet Banking, Commercial Lending, USA PATRIOT Act, Cash Management, Investments, Credit, Banking, Financial Analysis, Portfolio Management, Commercial Banking, Mortgage Lending, Management, Risk Management, Cross Selling, Retail Banking
Education
Lewis University 2008 — 2011
Master of Business Administration (MBA), Accounting
Robert Morris University 2000 — 2003
Bachelor's degree, Business Administration and Management, General
BMO Capital Markets May 2014 - Present
BMO Harris Bank November 2012 - May 2014
BMO Harris Bank September 2006 - November 2012
ARCHER BANK April 2006 - September 2006
Legacy Home Mortgage January 2005 - April 2006
Skills
Bilingual, Loans, Loan Origination, Small Business Lending, Lines Of Credit, Credit Analysis, KYC, Internet Banking, Commercial Lending, USA PATRIOT Act, Cash Management, Investments, Credit, Banking, Financial Analysis, Portfolio Management, Commercial Banking, Mortgage Lending, Management, Risk Management, Cross Selling, Retail Banking
Education
Lewis University 2008 — 2011
Master of Business Administration (MBA), Accounting
Robert Morris University 2000 — 2003
Bachelor's degree, Business Administration and Management, General
Tony Tsui's BMO Capital Markets Experience April 2011 - March 2013
Job Treasury Analyst at Alberta Central
Industry Financial Services
Experience
Credit Union Central Alberta April 2013 - Present
BMO Capital Markets April 2011 - March 2013
Linn Group May 2010 - July 2010
Education
Kent State University 2009 — 2010
Masters in Financial Engineering
University of Alberta 2005 — 2009
Bachelor of Science Specialization in Math & Finance
Credit Union Central Alberta April 2013 - Present
BMO Capital Markets April 2011 - March 2013
Linn Group May 2010 - July 2010
Education
Kent State University 2009 — 2010
Masters in Financial Engineering
University of Alberta 2005 — 2009
Bachelor of Science Specialization in Math & Finance
Mark S. Lee's BMO Capital Markets Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Investment Banking
Experience
University of Calgary September 2011 - Present
RBC Capital Markets June 2015 - Present
BMO Capital Markets May 2014 - August 2014
ConocoPhillips April 2013 - August 2013
Institute for Sustainable Energy, Environment and Economy Students' Association (ISEEESA) April 2012 - April 2013
NBC Camps August 2011 - March 2013
CAWST (Centre for Affordable Water and Sanitation Technology) September 2011 - December 2012
Skills
Leadership, Time Management, Teamwork, Public Speaking, PowerPoint, Direct Sales, Training, Analysis, Commodity Markets, Coaching, Creative Writing, Business Ethics, Investment Banking, Microsoft Excel, Petroleum Economics, Mergers & Acquisitions, Bloomberg
Education
University of Calgary 2011 — 2016
Honours Bachelor of Arts - Philosophy / Bachelor of Commerce - Finance (with Distinction), Cumulative GPA: 3.88/4.00 Last 10 Courses GPA: 3.95/4.00
Training the Street 2014 — 2014
Corporate Valuation
Wall Street Prep 2013 — 2013
Oil & Gas Valuation & Financial Modelling
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Lakehead University 2010 — 2010
Shad Valley - Science, Technology & Entrepreneurship
Bishop Grandin High School 2008 — 2011
High School Diploma, 93% overall academic average
University of Calgary September 2011 - Present
RBC Capital Markets June 2015 - Present
BMO Capital Markets May 2014 - August 2014
ConocoPhillips April 2013 - August 2013
Institute for Sustainable Energy, Environment and Economy Students' Association (ISEEESA) April 2012 - April 2013
NBC Camps August 2011 - March 2013
CAWST (Centre for Affordable Water and Sanitation Technology) September 2011 - December 2012
Skills
Leadership, Time Management, Teamwork, Public Speaking, PowerPoint, Direct Sales, Training, Analysis, Commodity Markets, Coaching, Creative Writing, Business Ethics, Investment Banking, Microsoft Excel, Petroleum Economics, Mergers & Acquisitions, Bloomberg
Education
University of Calgary 2011 — 2016
Honours Bachelor of Arts - Philosophy / Bachelor of Commerce - Finance (with Distinction), Cumulative GPA: 3.88/4.00 Last 10 Courses GPA: 3.95/4.00
Training the Street 2014 — 2014
Corporate Valuation
Wall Street Prep 2013 — 2013
Oil & Gas Valuation & Financial Modelling
Canadian Securities Institute 2012 — 2012
Canadian Securities Course
Lakehead University 2010 — 2010
Shad Valley - Science, Technology & Entrepreneurship
Bishop Grandin High School 2008 — 2011
High School Diploma, 93% overall academic average
Brett Fodero Brett Fodero's BMO Capital Markets Experience November 2013 - May 2015
Job Technology Investment Banking at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
David Rowen, CFA, FRM's BMO Capital Markets Experience August 1994 - October 1994
Job Managing Director at Phocion Investments Inc.
Industry Investment Management
Experience
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Phocion Investments Inc. February 2015 - Present
HSBC Global Asset Management September 2012 - January 2015
Sabbatical December 2011 - August 2012
CN Investment Division May 2003 - November 2011
Cantor Fitzgerald August 1999 - April 2003
Canaccord Genuity Group Inc. August 1998 - July 1999
TD Asset Management November 1994 - July 1998
BMO Capital Markets August 1994 - October 1994
Skills
Portfolio Management, Equities, Investments, Equity Research, Valuation, Corporate Finance, Equity Valuation, Financial Modeling, Investment Strategies, Bloomberg, Financial Analysis, Mutual Funds, Performance Measurement, Compliance, Operational Due..., Capital Markets, Hedge Funds, Alternative Investments, Due Diligence, Finance
Education
Global Association of Risk Professionals
Financial Risk Manager® (FRM®), Risk
CFA Institute
Chartered Financial Analyst® (CFA®), Finance, General
Canadian Securities Institute 1994 — 1997
Securities Institute Examinations, Finance, General
McGill University 1991 — 1994
Desautels Faculty of Management - Bachelor of Commerce, Major in Finance and Minor in International Business
Vanier College 1989 — 1991
Diplôme d'études collégiales (DEC), Commerce, Honours
Loyola High School 1984 — 1989
High School, Function Mathematics, Second Honours
Jessica DeBate Lewis's BMO Capital Markets Experience January 2014 - February 2015
Job Associate | A&D Data Manager at UBS Investment Bank
Industry Oil & Energy
Experience
UBS Investment Bank March 2015 - Present
BMO Capital Markets January 2014 - February 2015
Clear Channel Radio March 2006 - December 2013
Citadel Broadcasting August 2002 - January 2006
Fascination, Inc. March 2000 - February 2004
Skills
Radio, Radio Promotions, Radio Advertising, Radio Broadcasting, Public Relations, Radio Host, Social Media Marketing, Adobe Audition, Advertising Sales, New Media, Social Networking, Facebook, Radio Producing, Broadcast, Final Cut Pro, Television, Voice Over, Digital Media, Media Planning, Media Relations, Commercials, Marketing, Voice Acting, Copywriting, Audio Editing, Broadcast Journalism, Sound, Digital Marketing, Video Editing, Sponsorship, Advertising, Video Production, Publicity, Marketing Communications, Social Media, Media Buying, Broadcast Television, Entertainment, Press Releases, Music, Pro Tools, Video, Event Planning, Event Management, Recording, Audio Engineering, Online Advertising, Blogging, Integrated Marketing, Editing
Education
Loyola University New Orleans 1999 — 2003
B.S., Broadcast Communications
Loyola University New Orleans 1999 — 2003
BS, Psychology
UBS Investment Bank March 2015 - Present
BMO Capital Markets January 2014 - February 2015
Clear Channel Radio March 2006 - December 2013
Citadel Broadcasting August 2002 - January 2006
Fascination, Inc. March 2000 - February 2004
Skills
Radio, Radio Promotions, Radio Advertising, Radio Broadcasting, Public Relations, Radio Host, Social Media Marketing, Adobe Audition, Advertising Sales, New Media, Social Networking, Facebook, Radio Producing, Broadcast, Final Cut Pro, Television, Voice Over, Digital Media, Media Planning, Media Relations, Commercials, Marketing, Voice Acting, Copywriting, Audio Editing, Broadcast Journalism, Sound, Digital Marketing, Video Editing, Sponsorship, Advertising, Video Production, Publicity, Marketing Communications, Social Media, Media Buying, Broadcast Television, Entertainment, Press Releases, Music, Pro Tools, Video, Event Planning, Event Management, Recording, Audio Engineering, Online Advertising, Blogging, Integrated Marketing, Editing
Education
Loyola University New Orleans 1999 — 2003
B.S., Broadcast Communications
Loyola University New Orleans 1999 — 2003
BS, Psychology
Marisa Corona Marisa Corona's BMO Capital Markets Experience May 2014 - August 2014
Job StudentatLaw at Osler, Hoskin & Harcourt LLP
Industry Law Practice
Experience
Osler, Hoskin & Harcourt LLP May 2015 - Present
BMO Capital Markets May 2014 - August 2014
Université de Montréal September 2013 - April 2014
McGill University September 2010 - April 2014
International Journal of Law and Psychiatry (IJLP) April 2013 - August 2013
International Academy of Law and Mental Health (IALMH) April 2013 - August 2013
International Academy of Law and Mental Health (IALMH) April 2012 - August 2012
Marianopolis College June 2008 - May 2012
Oxford Learning Centres Inc. August 2009 - October 2011
Skills
Organizational &..., Fundraising, Research, Data Analysis, Administration, Legal Writing, Social Networking, Higher Education, Community Outreach, Strategy
Education
University of Paris I: Panthéon-Sorbonne 2015 — 2015
Law, Exchange
McGill University Faculty of Law 2012 — 2015
Bachelor of Civil Law and Bachelor of Laws (B.C.L./LL.B.)
McGill University 2009 — 2012
Bachelor of Arts, Joint Honours Political Science & Sociology
Marianopolis College 2007 — 2009
Diploma of Collegial Studies (DEC), Arts & Sciences
Villa Maria High School 2002 — 2007
High School Diploma
Osler, Hoskin & Harcourt LLP May 2015 - Present
BMO Capital Markets May 2014 - August 2014
Université de Montréal September 2013 - April 2014
McGill University September 2010 - April 2014
International Journal of Law and Psychiatry (IJLP) April 2013 - August 2013
International Academy of Law and Mental Health (IALMH) April 2013 - August 2013
International Academy of Law and Mental Health (IALMH) April 2012 - August 2012
Marianopolis College June 2008 - May 2012
Oxford Learning Centres Inc. August 2009 - October 2011
Skills
Organizational &..., Fundraising, Research, Data Analysis, Administration, Legal Writing, Social Networking, Higher Education, Community Outreach, Strategy
Education
University of Paris I: Panthéon-Sorbonne 2015 — 2015
Law, Exchange
McGill University Faculty of Law 2012 — 2015
Bachelor of Civil Law and Bachelor of Laws (B.C.L./LL.B.)
McGill University 2009 — 2012
Bachelor of Arts, Joint Honours Political Science & Sociology
Marianopolis College 2007 — 2009
Diploma of Collegial Studies (DEC), Arts & Sciences
Villa Maria High School 2002 — 2007
High School Diploma
Gloria Adikankwu Gloria Adikankwu's BMO Capital Markets Experience 2012 - 2013
Job Project Manager/IT Consultant
Industry Information Technology and Services
Experience
Glokaine Consulting Inc. 2000 - Present
TTC 2014 - 2014
Education Quality and Accountability Office (EQAO) 2013 - 2013
BMO Capital Markets 2012 - 2013
OnX Enterprise Solutions 2011 - 2012
Bank of Montreal 2010 - 2011
TD Securities 2009 - 2010
Broadridge Financial Solutions 2008 - 2009
Ministry of Finance 2007 - 2008
National Bank of Canada 2001 - 2006
Skills
Business Analysis, Agile Methodologies, Requirements Analysis, Systems Analysis, Financial Reporting, Enterprise Architecture, Banking, Requirements Gathering, Change Management, Analysis, Visio, SDLC, UML, MS Project, Process Engineering, Documentations, Vendor Management, Process Improvement, Capital Markets, Wealth Management, Test Cases, User Acceptance Testing, CRM Integration, Salesforce.com, Fixed Income, Equity..., Project Management, Business Process, Quality Assurance, Business Requirements, Business Intelligence, Business Process Design, Consulting, Resource Management, PMP, Integration, Gap Analysis, Software Documentation, Testing, Business Process Mapping, Agile Project Management, Business Process..., Business Process..., Project Portfolio..., Software Project..., SOA, IT Strategy, Data Warehousing, Data Modeling, PMO, Information Technology
Education
DeVry Institute Of Technology, Toronto, Canada
Post Graduate Diploma, Information Technology, Deans list
London Metropolitan University
B.A. Hons, Business Economics & Finance
Glokaine Consulting Inc. 2000 - Present
TTC 2014 - 2014
Education Quality and Accountability Office (EQAO) 2013 - 2013
BMO Capital Markets 2012 - 2013
OnX Enterprise Solutions 2011 - 2012
Bank of Montreal 2010 - 2011
TD Securities 2009 - 2010
Broadridge Financial Solutions 2008 - 2009
Ministry of Finance 2007 - 2008
National Bank of Canada 2001 - 2006
Skills
Business Analysis, Agile Methodologies, Requirements Analysis, Systems Analysis, Financial Reporting, Enterprise Architecture, Banking, Requirements Gathering, Change Management, Analysis, Visio, SDLC, UML, MS Project, Process Engineering, Documentations, Vendor Management, Process Improvement, Capital Markets, Wealth Management, Test Cases, User Acceptance Testing, CRM Integration, Salesforce.com, Fixed Income, Equity..., Project Management, Business Process, Quality Assurance, Business Requirements, Business Intelligence, Business Process Design, Consulting, Resource Management, PMP, Integration, Gap Analysis, Software Documentation, Testing, Business Process Mapping, Agile Project Management, Business Process..., Business Process..., Project Portfolio..., Software Project..., SOA, IT Strategy, Data Warehousing, Data Modeling, PMO, Information Technology
Education
DeVry Institute Of Technology, Toronto, Canada
Post Graduate Diploma, Information Technology, Deans list
London Metropolitan University
B.A. Hons, Business Economics & Finance
sam stathos sam stathos's BMO Capital Markets Experience May 2006 - August 2008
Job Operations Expert
Industry Hospital & Health Care
Experience
Fenner Plastic Surgery, LTD January 2014 - Present
Chicago Lakeshore Hospital November 2011 - January 2014
RHMR October 2009 - October 2010
BMO Capital Markets May 2006 - August 2008
Health Management Systems 1997 - 2005
Skills
Financial Analysis, Accounting, Finance, Business Process..., Derivatives, Corporate Finance, Financial Reporting, Financial Modeling, Business Analysis, Mergers, Strategic Planning, Valuation, Process Improvement, Business Strategy, Strategy
Education
Loyola University of Chicago 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Fenner Plastic Surgery, LTD January 2014 - Present
Chicago Lakeshore Hospital November 2011 - January 2014
RHMR October 2009 - October 2010
BMO Capital Markets May 2006 - August 2008
Health Management Systems 1997 - 2005
Skills
Financial Analysis, Accounting, Finance, Business Process..., Derivatives, Corporate Finance, Financial Reporting, Financial Modeling, Business Analysis, Mergers, Strategic Planning, Valuation, Process Improvement, Business Strategy, Strategy
Education
Loyola University of Chicago 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Kathy Groat Kathy Groat's BMO Capital Markets Experience October 2014 - May 2015
Job District Channel Manager at APICS
Industry Nonprofit Organization Management
Experience
APICS May 2015 - Present
BMO Capital Markets October 2014 - May 2015
Anatomical Gift Association of Illinois March 2013 - October 2014
Association Forum of Chicagoland September 2012 - March 2013
TOUS July 2012 - September 2012
CJ Kard 2006 - 2012
Skills
Coordinating Events, Event Management, Association Management, Public Relations, Event Planning, Volunteer Management, Membership Development, Membership, Meeting Planning, Phone Etiquette, Social Networking, Customer Service, Program Coordination, Hands-on Problem Solver, Project Management, Medical Records, Organizational..., Communication Protocols, Fundraisers, Organizational..., Product Ordering, Paperwork, Public Speaking, Alumni Relations, Organ Donation, Time Management, Microsoft Office, Microsoft Excel, SurveyMonkey
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
The Colorado Springs School 2004 — 2008
APICS May 2015 - Present
BMO Capital Markets October 2014 - May 2015
Anatomical Gift Association of Illinois March 2013 - October 2014
Association Forum of Chicagoland September 2012 - March 2013
TOUS July 2012 - September 2012
CJ Kard 2006 - 2012
Skills
Coordinating Events, Event Management, Association Management, Public Relations, Event Planning, Volunteer Management, Membership Development, Membership, Meeting Planning, Phone Etiquette, Social Networking, Customer Service, Program Coordination, Hands-on Problem Solver, Project Management, Medical Records, Organizational..., Communication Protocols, Fundraisers, Organizational..., Product Ordering, Paperwork, Public Speaking, Alumni Relations, Organ Donation, Time Management, Microsoft Office, Microsoft Excel, SurveyMonkey
Education
Knox College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
The Colorado Springs School 2004 — 2008
Lauren (Lauren Katz) Burrows Lauren (Lauren Katz) Burrows's BMO Capital Markets Experience November 2010 - Present
Job Vice President Institutional Equity Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2010 - Present
Merrill Lynch July 2008 - September 2010
J.P. Morgan February 2008 - June 2008
Skills
US Equities, Equity Research, Series 7, Series 63
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Hathaway Brown School
K-12
BMO Capital Markets November 2010 - Present
Merrill Lynch July 2008 - September 2010
J.P. Morgan February 2008 - June 2008
Skills
US Equities, Equity Research, Series 7, Series 63
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Hathaway Brown School
K-12
Sandy McNerney Sandy McNerney's BMO Capital Markets Experience April 2009 - August 2010
Job Executive Assistant, Rogers Digital Media
Industry Entertainment
Experience
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Aubrey Lobo Aubrey Lobo's BMO Capital Markets Experience February 2015 - Present
Job Sr. Project Manager at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2015 - Present
RBC Capital Markets October 2013 - February 2015
Ontario Teachers' Pension Plan April 2012 - September 2013
Scotiabank September 2010 - March 2012
CPP Investment Board July 2009 - September 2010
National Express Corp. October 2007 - June 2009
MFC Global Investment Management October 2006 - October 2007
Sunlife Financial February 2004 - September 2005
Canada Life February 2003 - February 2004
British Energy, plc. January 2001 - January 2003
Skills
Program Management, Software Project..., SDLC, User Acceptance Testing, System Integration..., Financial Systems, Data Management, Metadata Management, Data Warehousing, Business Intelligence, User Interface Design, Vendor Management, Knowledge Management, Business Management, Governance, Performance Management, Business Strategy, Mergers, Business Valuation, Strategic Planning, Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Statutory Reporting, Excel, MS Project, Visual Basic, Visio, MS Office Suite, Business Transformation, Strategic Financial..., Mergers & Acquisitions, Management, Management Consulting, Microsoft Excel, Strategy, Analysis, Project Management, Business Requirements, Change Management, PMP, Process Improvement, Financial Modeling, Integration, ERP, Software Documentation, Project Planning, Agile Methodologies
Education
McGill University 1997 — 1999
MBA, Finance & Strategy
Mangalore University 1989 — 1993
B.Eng., Mechanical Engineering
BMO Capital Markets February 2015 - Present
RBC Capital Markets October 2013 - February 2015
Ontario Teachers' Pension Plan April 2012 - September 2013
Scotiabank September 2010 - March 2012
CPP Investment Board July 2009 - September 2010
National Express Corp. October 2007 - June 2009
MFC Global Investment Management October 2006 - October 2007
Sunlife Financial February 2004 - September 2005
Canada Life February 2003 - February 2004
British Energy, plc. January 2001 - January 2003
Skills
Program Management, Software Project..., SDLC, User Acceptance Testing, System Integration..., Financial Systems, Data Management, Metadata Management, Data Warehousing, Business Intelligence, User Interface Design, Vendor Management, Knowledge Management, Business Management, Governance, Performance Management, Business Strategy, Mergers, Business Valuation, Strategic Planning, Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Statutory Reporting, Excel, MS Project, Visual Basic, Visio, MS Office Suite, Business Transformation, Strategic Financial..., Mergers & Acquisitions, Management, Management Consulting, Microsoft Excel, Strategy, Analysis, Project Management, Business Requirements, Change Management, PMP, Process Improvement, Financial Modeling, Integration, ERP, Software Documentation, Project Planning, Agile Methodologies
Education
McGill University 1997 — 1999
MBA, Finance & Strategy
Mangalore University 1989 — 1993
B.Eng., Mechanical Engineering
Frida Burgonio Frida Burgonio's BMO Capital Markets Experience April 1999 - June 2010
Job Commercial Banking Officer at Wintrust Financial
Industry Banking
Experience
Wintrust Financial July 2013 - Present
MB Financial Bank November 2011 - July 2013
BMO Capital Markets April 1999 - June 2010
Harris Bank 1999 - 2010
LaSalle Bank 1995 - 1998
Skills
Asset Based Lending, Credit Analysis, Credit, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Finance
Education
Lewis University
Bachelor, Business Administration
Wintrust Financial July 2013 - Present
MB Financial Bank November 2011 - July 2013
BMO Capital Markets April 1999 - June 2010
Harris Bank 1999 - 2010
LaSalle Bank 1995 - 1998
Skills
Asset Based Lending, Credit Analysis, Credit, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Banking, Financial Analysis, Finance
Education
Lewis University
Bachelor, Business Administration
Emma Byrne's BMO Capital Markets Experience July 2014 - Present
Job Teacher / Administrative Assistant at International School of Choueifat.
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
International School of Choueifat August 2012 - June 2014
Stratyx Corporation July 2010 - July 2012
Londis Plus December 2008 - May 2010
Skills
Human Resources, Education, Project Management, Organization, Team Building, Time Management, CRM, TAS, Account Management, Strategic Planning, Research, Teamwork
Education
National University of Ireland, Maynooth 2005 — 2008
Bachelor of Arts (B.A.), Double Honors Economics and Spanish, Second Class Honors, Grade 1
Davitt College 2009 — 2010
Diploma in Financial Accounting, Financial Accounting
Scoil Muire agus Padraig, Ireland 2004 — 2005
F.E.T.A.C Level 5, Business and Secretarial Studies, Distinction
BMO Capital Markets July 2014 - Present
International School of Choueifat August 2012 - June 2014
Stratyx Corporation July 2010 - July 2012
Londis Plus December 2008 - May 2010
Skills
Human Resources, Education, Project Management, Organization, Team Building, Time Management, CRM, TAS, Account Management, Strategic Planning, Research, Teamwork
Education
National University of Ireland, Maynooth 2005 — 2008
Bachelor of Arts (B.A.), Double Honors Economics and Spanish, Second Class Honors, Grade 1
Davitt College 2009 — 2010
Diploma in Financial Accounting, Financial Accounting
Scoil Muire agus Padraig, Ireland 2004 — 2005
F.E.T.A.C Level 5, Business and Secretarial Studies, Distinction
Ashley Flynne Ashley Flynne's BMO Capital Markets Experience June 2014 - Present
Job Senior Analyst at BMO Capital Markets
Industry Financial Services
Experience
Barclays July 2015 - Present
BMO Capital Markets June 2014 - Present
BMO Capital Markets June 2013 - December 2013
BMO Capital Markets June 2012 - August 2012
Skills
DTC, Microsoft Excel, PowerPoint, Equilend, Loanet, CCMS, XSP, ADP, CDS, Global 1, Equities
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.) (Anticipated May 2014), Finance
Northern Highlands Regional High School, Allendale, NJ 2006 — 2010
Barclays July 2015 - Present
BMO Capital Markets June 2014 - Present
BMO Capital Markets June 2013 - December 2013
BMO Capital Markets June 2012 - August 2012
Skills
DTC, Microsoft Excel, PowerPoint, Equilend, Loanet, CCMS, XSP, ADP, CDS, Global 1, Equities
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.) (Anticipated May 2014), Finance
Northern Highlands Regional High School, Allendale, NJ 2006 — 2010
Nicholas Amicucci CPA Nicholas Amicucci CPA's BMO Capital Markets Experience April 2015 - Present
Job Equity Research Associate Investment Strategy
Industry Capital Markets
Experience
BMO Capital Markets April 2015 - Present
PwC September 2013 - March 2015
PwC July 2012 - September 2013
PwC June 2010 - August 2010
Skills
Accounting, Financial Accounting, Financial Reporting, CPA, Microsoft Office, GAAP, IFRS, Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Statements, Private Equity, Mergers, Finance, Cash Flow Forecasting, Microsoft Excel, Capital Markets, Equity Research, Investments, Investment Strategies, Series 7, Series 63, Equities
Education
Pace University - Lubin School of Business 2011 — 2012
Masters, Taxation
Marist College 2007 — 2011
BS, Accounting, Cum Laude
BMO Capital Markets April 2015 - Present
PwC September 2013 - March 2015
PwC July 2012 - September 2013
PwC June 2010 - August 2010
Skills
Accounting, Financial Accounting, Financial Reporting, CPA, Microsoft Office, GAAP, IFRS, Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Statements, Private Equity, Mergers, Finance, Cash Flow Forecasting, Microsoft Excel, Capital Markets, Equity Research, Investments, Investment Strategies, Series 7, Series 63, Equities
Education
Pace University - Lubin School of Business 2011 — 2012
Masters, Taxation
Marist College 2007 — 2011
BS, Accounting, Cum Laude
Jan Brand's BMO Capital Markets Experience March 2014 - August 2015
Job Associate, Infrastructure at OTPP
Industry Financial Services
Experience
Ontario Teachers' Pension Plan September 2015 - Present
BMO Capital Markets March 2014 - August 2015
Ontario Teachers' Pension Plan April 2013 - August 2013
Indigo October 2008 - August 2012
Skills
Stata, Econometrics, Statistics, Economics, Data Analysis, Public Speaking, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Research, Social Media, Microsoft Word, People Skills, Quantitative Research, Policy Analysis, Analysis, Coaching, Teamwork, Leadership, Fundraising
Education
University of Toronto 2012 — 2014
Masters of Financial Economics (MFE), Department of Economics & Rotman School of Management
McGill University 2008 — 2012
Bachelor of Arts, Economics & Finance, Joint Honours
Ontario Teachers' Pension Plan September 2015 - Present
BMO Capital Markets March 2014 - August 2015
Ontario Teachers' Pension Plan April 2013 - August 2013
Indigo October 2008 - August 2012
Skills
Stata, Econometrics, Statistics, Economics, Data Analysis, Public Speaking, Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Editing, Research, Social Media, Microsoft Word, People Skills, Quantitative Research, Policy Analysis, Analysis, Coaching, Teamwork, Leadership, Fundraising
Education
University of Toronto 2012 — 2014
Masters of Financial Economics (MFE), Department of Economics & Rotman School of Management
McGill University 2008 — 2012
Bachelor of Arts, Economics & Finance, Joint Honours
Alexandre Drouin Alexandre Drouin's BMO Capital Markets Experience March 2009 - February 2012
Job Director, Real Estate Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
David Sanmiguel David Sanmiguel's BMO Capital Markets Experience June 2007 - August 2008
Job Family Medicine Resident at Montreal Jewish General Hospital
Industry Medical Practice
Experience
Montreal Jewish General Hospital July 2014 - Present
McGill University August 2010 - June 2014
McGill University Health Centre September 2009 - May 2010
Babcock & Brown August 2008 - June 2009
BMO Capital Markets June 2007 - August 2008
McGill University September 2005 - May 2007
Rio Tinto May 2006 - August 2006
Skills
Family Medicine, Medicine, Humanitarian Assistance, Investment Banking, Private Equity, Financial Analysis, Healthcare, Clinical Research, Economics, Public Health, Yoga, Rock Climbing, Mindfulness Meditation, Running, Swimming, Financial Modeling, Management, Corporate Finance, Leadership, Data Analysis, Project Management, Valuation, Business Strategy, Public Speaking, Capital Markets
Education
Canadian College of Family Physicians (CCFP) Candidate 2014 — 2016
Family Medicine
McGill University 2010 — 2014
Doctor of Medicine (MD), Medicine
McGill University 2004 — 2007
Bachelor of Commerce (BCom), Joint Honours in Economics and Finance
Montreal Jewish General Hospital July 2014 - Present
McGill University August 2010 - June 2014
McGill University Health Centre September 2009 - May 2010
Babcock & Brown August 2008 - June 2009
BMO Capital Markets June 2007 - August 2008
McGill University September 2005 - May 2007
Rio Tinto May 2006 - August 2006
Skills
Family Medicine, Medicine, Humanitarian Assistance, Investment Banking, Private Equity, Financial Analysis, Healthcare, Clinical Research, Economics, Public Health, Yoga, Rock Climbing, Mindfulness Meditation, Running, Swimming, Financial Modeling, Management, Corporate Finance, Leadership, Data Analysis, Project Management, Valuation, Business Strategy, Public Speaking, Capital Markets
Education
Canadian College of Family Physicians (CCFP) Candidate 2014 — 2016
Family Medicine
McGill University 2010 — 2014
Doctor of Medicine (MD), Medicine
McGill University 2004 — 2007
Bachelor of Commerce (BCom), Joint Honours in Economics and Finance
Ryan Royce, CPA's BMO Capital Markets Experience October 2015 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2015 - Present
KPMG US October 2013 - October 2015
Skills
Auditing, PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Internal Audit, Banking, Commercial Lending, Consumer Lending, Financial Services, Research, Teamwork, Big 4, CPA, US GAAP, SOX 404, SEC filings
Education
Marist College 2008 — 2012
Bachelor of Science (BS), Accounting
BMO Capital Markets October 2015 - Present
KPMG US October 2013 - October 2015
Skills
Auditing, PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Internal Audit, Banking, Commercial Lending, Consumer Lending, Financial Services, Research, Teamwork, Big 4, CPA, US GAAP, SOX 404, SEC filings
Education
Marist College 2008 — 2012
Bachelor of Science (BS), Accounting
Evgeny Lutcenko, PhD, MBA's BMO Capital Markets Experience May 2006 - July 2006
Job Director and Cofounder at L&S Strategic Partners Ltd
Industry Financial Services
Experience
L&S Strategic Partners Ltd May 2013 - Present
InterPROJECT October 2008 - January 2009
Groton Partners August 2007 - July 2008
BMO Capital Markets May 2006 - July 2006
Keryx Biopharmaceuticals January 2005 - July 2005
Memorial Sloan-Kettering Cancer Center September 1999 - December 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Strategy, Private Equity, Corporate Finance, Start-ups, Venture Capital, Investment Banking, Investments, Portfolio Management, Business Development, Finance, Business Strategy, Analysis, Strategic Planning, Management, Strategic Consulting, Trading, Investment Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Accounting and Finance
CFA Institute 2002 — 2004
Accounting, Analysis of Financial Statements, Asset Valuation, Economics, Business Ethics
Wayne State University 1994 — 1999
PhD, Biochemistry, Molecular Biology
Lomonosov Moscow State University (MSU) 1989 — 1994
BSc, Chemistry
L&S Strategic Partners Ltd May 2013 - Present
InterPROJECT October 2008 - January 2009
Groton Partners August 2007 - July 2008
BMO Capital Markets May 2006 - July 2006
Keryx Biopharmaceuticals January 2005 - July 2005
Memorial Sloan-Kettering Cancer Center September 1999 - December 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Strategy, Private Equity, Corporate Finance, Start-ups, Venture Capital, Investment Banking, Investments, Portfolio Management, Business Development, Finance, Business Strategy, Analysis, Strategic Planning, Management, Strategic Consulting, Trading, Investment Management
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Accounting and Finance
CFA Institute 2002 — 2004
Accounting, Analysis of Financial Statements, Asset Valuation, Economics, Business Ethics
Wayne State University 1994 — 1999
PhD, Biochemistry, Molecular Biology
Lomonosov Moscow State University (MSU) 1989 — 1994
BSc, Chemistry
Kara Anderson, CFA's BMO Capital Markets Experience 2006 - 2012
Job Experienced Analyst
Industry Financial Services
Experience
B. Riley & Co. 2014 - Present
Kara L. Anderson, CFA 2012 - 2013
BMO Capital Markets 2006 - 2012
Skills
Financial Modeling, Equities, Series 7, Market Research, Microsoft Excel, Bloomberg Terminal, Thomson One Analytics, Entertainment Industry, Gaming Industry, Series 63, Financial Analysis, Report Writing, PowerPoint, DCF, Investments, Valuation, Analysis, Bloomberg, Equity Research, Forecasting, Analytics
Education
Loyola Marymount University, College of Business Administration
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Marketing
B. Riley & Co. 2014 - Present
Kara L. Anderson, CFA 2012 - 2013
BMO Capital Markets 2006 - 2012
Skills
Financial Modeling, Equities, Series 7, Market Research, Microsoft Excel, Bloomberg Terminal, Thomson One Analytics, Entertainment Industry, Gaming Industry, Series 63, Financial Analysis, Report Writing, PowerPoint, DCF, Investments, Valuation, Analysis, Bloomberg, Equity Research, Forecasting, Analytics
Education
Loyola Marymount University, College of Business Administration
Master of Business Administration (MBA), Finance
Loyola Marymount University, College of Business Administration
Bachelor of Business Administration (B.B.A.), Marketing
Jason Gentile's BMO Capital Markets Experience March 2011 - Present
Job Associate Director, US Brokerage Operations at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets March 2011 - Present
RBC Capital Markets March 2007 - March 2011
Etrade Financial 2002 - 2006
Skills
Asset Management, Equity Trading, Electronic Trading, Derivatives, Back Office, Financial Markets, Financial Modeling
Education
Manhattan College 1995 — 1999
BMO Capital Markets March 2011 - Present
RBC Capital Markets March 2007 - March 2011
Etrade Financial 2002 - 2006
Skills
Asset Management, Equity Trading, Electronic Trading, Derivatives, Back Office, Financial Markets, Financial Modeling
Education
Manhattan College 1995 — 1999
Eric Oppenheimer's BMO Capital Markets Experience 2013 - Present
Job Healthcare Banker
Industry Banking
Experience
BMO Capital Markets 2013 - Present
DNB Bank 2011 - 2013
RBS Global Banking & Markets 2008 - 2010
ABN AMRO 2003 - 2008
Bank of Tokyo-Mitsubishi 1996 - 2003
Skills
Capital Markets, Equities, Investment Banking, Series 7, Fixed Income, Chartered Financial..., Credit Analysis, Business Development, Financial Analysis, Finance, Financial Structuring, Financial Modeling, Banking, Derivatives, Corporate Finance, Structured Finance, Valuation, Portfolio Management, Financial Markets, Bonds, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance and Economics
Lehigh University - College of Business and Economics 1988 — 1992
BS, Accounting
Edgemont High School 1984 — 1988
BMO Capital Markets 2013 - Present
DNB Bank 2011 - 2013
RBS Global Banking & Markets 2008 - 2010
ABN AMRO 2003 - 2008
Bank of Tokyo-Mitsubishi 1996 - 2003
Skills
Capital Markets, Equities, Investment Banking, Series 7, Fixed Income, Chartered Financial..., Credit Analysis, Business Development, Financial Analysis, Finance, Financial Structuring, Financial Modeling, Banking, Derivatives, Corporate Finance, Structured Finance, Valuation, Portfolio Management, Financial Markets, Bonds, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance and Economics
Lehigh University - College of Business and Economics 1988 — 1992
BS, Accounting
Edgemont High School 1984 — 1988
Pia Friis's BMO Capital Markets Experience June 2014 - September 2014
Job Managing Director, General Counsel at Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities October 2014 - Present
BMO Capital Markets June 2014 - September 2014
RBS, Markets & International Banking June 2006 - May 2014
Linklaters August 2004 - May 2006
Sidley Austin September 1996 - August 2004
Bech-Bruun 1990 - 1993
Skills
International Law, Corporate Governance, Corporate Law, Legal Advice, Cross-border..., Financial Structuring, Capital Markets, Securities Regulation, Corporate Finance, Hedge Funds, Derivatives, Dodd-Frank, European Law, Securitization, Structured Products, Fixed Income, Financial Regulation, Investment Banking, CFTC, ISDA, Financial Risk, Credit Derivatives, Financial Services, Swaps, Structured Finance, AML
Education
New York University School of Law 2002 — 2003
Master of Laws (LLM), Specialization in Corporate and Bankruptcy Law;
University College London, U. of London 1993 — 1994
Master of Laws, Private International Law, International Finance and the EU Regulation
Københavns Universitet 1985 — 1990
Juris Doctor (J.D.), Law
Mitsubishi UFJ Securities October 2014 - Present
BMO Capital Markets June 2014 - September 2014
RBS, Markets & International Banking June 2006 - May 2014
Linklaters August 2004 - May 2006
Sidley Austin September 1996 - August 2004
Bech-Bruun 1990 - 1993
Skills
International Law, Corporate Governance, Corporate Law, Legal Advice, Cross-border..., Financial Structuring, Capital Markets, Securities Regulation, Corporate Finance, Hedge Funds, Derivatives, Dodd-Frank, European Law, Securitization, Structured Products, Fixed Income, Financial Regulation, Investment Banking, CFTC, ISDA, Financial Risk, Credit Derivatives, Financial Services, Swaps, Structured Finance, AML
Education
New York University School of Law 2002 — 2003
Master of Laws (LLM), Specialization in Corporate and Bankruptcy Law;
University College London, U. of London 1993 — 1994
Master of Laws, Private International Law, International Finance and the EU Regulation
Københavns Universitet 1985 — 1990
Juris Doctor (J.D.), Law
Umi Mehta's BMO Capital Markets Experience 2004 - 2006
Job Director Internet Investment Banking at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2010 - Present
RBC Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2006
Carlyle Group 2002 - 2004
Skills
Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA, International Exchange Program
Northeastern University 1997 — 2002
BS, Finance & Management Information Systems
Merrill Lynch 2010 - Present
RBC Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2006
Carlyle Group 2002 - 2004
Skills
Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
London Business School 2007 — 2007
MBA, International Exchange Program
Northeastern University 1997 — 2002
BS, Finance & Management Information Systems
John England's BMO Capital Markets Experience June 2008 - January 2010
Job Management Executive; Operations Management, Customer Service, Product Management, Project Management
Industry Banking
Experience
Cole Taylor Bank June 2012 - Present
BMO Harris Bank January 2010 - November 2011
BMO Capital Markets June 2008 - January 2010
AMCORE Bank August 2005 - June 2008
FIS - Fidelity Information Services October 2002 - August 2005
Riverside Publishing October 1999 - August 2002
Bank Of America July 1992 - July 1999
Skills
Banking, Process Improvement, Project Management, Risk Management, Change Management, Vendor Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master, Business Administration
Cole Taylor Bank June 2012 - Present
BMO Harris Bank January 2010 - November 2011
BMO Capital Markets June 2008 - January 2010
AMCORE Bank August 2005 - June 2008
FIS - Fidelity Information Services October 2002 - August 2005
Riverside Publishing October 1999 - August 2002
Bank Of America July 1992 - July 1999
Skills
Banking, Process Improvement, Project Management, Risk Management, Change Management, Vendor Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master, Business Administration
Maria Elena Alonso-Bill's BMO Capital Markets Experience November 2006 - June 2008
Job Commercial Credit Review Officer at TCF Bank
Industry Investment Banking
Experience
TCF Bank February 2012 - Present
BMO Capital Markets November 2006 - June 2008
Bank of Montreal 2005 - October 2006
Bank of Montreal 2004 - 2005
Bank of Montreal 2002 - 2004
Harris Bank 2000 - 2002
Harris Bank 1999 - 2000
Harris Bank 1997 - 1999
Harris Bank Hinsdale, N.A. March 1995 - January 1997
All American Bank of Chicago July 1993 - March 1995
Skills
Credit, Loans
Education
Lewis University 2001 — 2014
Business Administration and Finance
St. Mary's Dominican High School 1977 — 1981
College Prep
TCF Bank February 2012 - Present
BMO Capital Markets November 2006 - June 2008
Bank of Montreal 2005 - October 2006
Bank of Montreal 2004 - 2005
Bank of Montreal 2002 - 2004
Harris Bank 2000 - 2002
Harris Bank 1999 - 2000
Harris Bank 1997 - 1999
Harris Bank Hinsdale, N.A. March 1995 - January 1997
All American Bank of Chicago July 1993 - March 1995
Skills
Credit, Loans
Education
Lewis University 2001 — 2014
Business Administration and Finance
St. Mary's Dominican High School 1977 — 1981
College Prep
Brian Engel's BMO Capital Markets Experience September 2005 - June 2008
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2008 - Present
BMO Capital Markets September 2005 - June 2008
Uline 2003 - 2005
Skills
Global Cash Management, Cash Management, Sales, Relationship Management, Banking, Commercial Banking, Business Development, AFP, CTP
Education
Lehigh University 1999 — 2003
BMO Harris Bank June 2008 - Present
BMO Capital Markets September 2005 - June 2008
Uline 2003 - 2005
Skills
Global Cash Management, Cash Management, Sales, Relationship Management, Banking, Commercial Banking, Business Development, AFP, CTP
Education
Lehigh University 1999 — 2003
Pierre-Olivier Perras's BMO Capital Markets Experience 1997 - Present
Job Managing Director and CoHead of the Investment & Corporate Banking Power & Utilities Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 1997 - Present
Martineau Provencher 1991 - 1995
MLH+A 1991 - 1991
Skills
Valuation, Corporate Finance, Capital Markets, Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Structuring, Financial Analysis, Equities, Business Strategy, Portfolio Management, Pensions
Education
CFA Institute
C.F.A. (Chartered Financial Analyst)
McGill University
MBA
Rotterdam School of Management, Erasmus University
Université Laval
BSc., Actuarial Sciences
Brebeuf
Jean-De-La Mennais
BMO Capital Markets 1997 - Present
Martineau Provencher 1991 - 1995
MLH+A 1991 - 1991
Skills
Valuation, Corporate Finance, Capital Markets, Private Equity, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Structuring, Financial Analysis, Equities, Business Strategy, Portfolio Management, Pensions
Education
CFA Institute
C.F.A. (Chartered Financial Analyst)
McGill University
MBA
Rotterdam School of Management, Erasmus University
Université Laval
BSc., Actuarial Sciences
Brebeuf
Jean-De-La Mennais
Tony Viszlay's BMO Capital Markets Experience May 2012 - Present
Job VP at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2012 - Present
BMO Capital Markets 2008 - May 2012
Loyola University November 2004 - May 2007
Education
Loyola University Chicago 2004 — 2007
BS, Mathematics, Biology
BMO Capital Markets May 2012 - Present
BMO Capital Markets 2008 - May 2012
Loyola University November 2004 - May 2007
Education
Loyola University Chicago 2004 — 2007
BS, Mathematics, Biology
Andriy Tanatar's BMO Capital Markets Experience December 2009 - Present
Job Manager, Risk Methodologies
Industry Financial Services
Experience
BMO Capital Markets December 2009 - Present
BMO Capital Markets November 2007 - December 2009
BMO Capital Markets October 2006 - November 2007
BMO Capital Markets April 2006 - October 2006
Skills
Risk, Capital Markets, Derivatives, Fixed Income, VBA
Education
University of Toronto 2004 — 2006
M.Sc, Biostatistics
University of Toronto 2002 — 2004
H.B.Sc., Computer Science and Statistics
Kyiv National Taras Shevchenko University 1999 — 2003
B.Sc., Cybernetics
BMO Capital Markets December 2009 - Present
BMO Capital Markets November 2007 - December 2009
BMO Capital Markets October 2006 - November 2007
BMO Capital Markets April 2006 - October 2006
Skills
Risk, Capital Markets, Derivatives, Fixed Income, VBA
Education
University of Toronto 2004 — 2006
M.Sc, Biostatistics
University of Toronto 2002 — 2004
H.B.Sc., Computer Science and Statistics
Kyiv National Taras Shevchenko University 1999 — 2003
B.Sc., Cybernetics
Annie Lapointe's BMO Capital Markets Experience January 2004 - Present
Job Vice President, BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2004 - Present
Deloitte 2001 - 2004
Skills
Capital Markets, Corporate Finance, Investment Banking
Education
McGill University 1999 — 2003
BMO Capital Markets January 2004 - Present
Deloitte 2001 - 2004
Skills
Capital Markets, Corporate Finance, Investment Banking
Education
McGill University 1999 — 2003
Derek Bauer's BMO Capital Markets Experience 2005 - 2012
Job Senior Technology Officer at BMO Financial Group
Industry Computer Software
Experience
BMO Financial Group June 2014 - Present
BMO Financial Group May 2013 - June 2014
BMO Financial Group October 2005 - May 2013
BMO Capital Markets 2005 - 2012
Beta Systems March 2000 - October 2005
Metavante June 1997 - February 1999
Skills
Capital Markets, Banking, Treasury Management, Business Analysis, Vendor Management, Risk Management, Portfolio Management, Relationship Management, Requirements Gathering, SDLC, Derivatives, Financial Services, Fixed Income, Financial Risk, Asset Management, IT Strategy
Education
Marquette University 2004 — 2009
Master of Business Administration (MBA)
University of Wisconsin-Stevens Point 1992 — 1997
BS, Computer Information Systems
Port Washington High School 1989 — 1992
BMO Financial Group June 2014 - Present
BMO Financial Group May 2013 - June 2014
BMO Financial Group October 2005 - May 2013
BMO Capital Markets 2005 - 2012
Beta Systems March 2000 - October 2005
Metavante June 1997 - February 1999
Skills
Capital Markets, Banking, Treasury Management, Business Analysis, Vendor Management, Risk Management, Portfolio Management, Relationship Management, Requirements Gathering, SDLC, Derivatives, Financial Services, Fixed Income, Financial Risk, Asset Management, IT Strategy
Education
Marquette University 2004 — 2009
Master of Business Administration (MBA)
University of Wisconsin-Stevens Point 1992 — 1997
BS, Computer Information Systems
Port Washington High School 1989 — 1992
Claude Proulx's BMO Capital Markets Experience February 1995 - December 2011
Job Equity Analyst at CDP Capital
Industry Investment Banking
Experience
CDP Capital January 2012 - Present
BMO Capital Markets February 1995 - December 2011
Scotia Capital April 1991 - February 1995
Valeurs Mobilières SMC February 1990 - November 1990
Dominik & Dominik September 1989 - February 1990
Midland Doherty August 1986 - February 1989
Les Affaires May 1985 - August 1986
Skills
Equities, Capital Markets, Equity Research
Education
McGill University 1983 — 1985
MBA, Accounting-Finance
Université Laval 1981 — 1983
B.A., Economics
CDP Capital January 2012 - Present
BMO Capital Markets February 1995 - December 2011
Scotia Capital April 1991 - February 1995
Valeurs Mobilières SMC February 1990 - November 1990
Dominik & Dominik September 1989 - February 1990
Midland Doherty August 1986 - February 1989
Les Affaires May 1985 - August 1986
Skills
Equities, Capital Markets, Equity Research
Education
McGill University 1983 — 1985
MBA, Accounting-Finance
Université Laval 1981 — 1983
B.A., Economics
Frank Russo's BMO Capital Markets Experience November 1996 - August 1999
Job Managing Director and Audit Executive at GE Capital
Industry Financial Services
Experience
GE Capital May 2014 - Present
Deloitte & Touche LLP September 2005 - May 2014
ABN AMRO September 1999 - August 2005
BMO Capital Markets November 1996 - August 1999
Hibernia National Bank June 1992 - November 1996
United States Navy February 1981 - June 1990
Hibernia National Bank June 1980 - March 1981
Ernst & Whinney June 1979 - May 1980
Skills
Risk and Capital..., Banking, Commerical Banking, Credit Management, Management Consulting, Financial Risk, Risk Management, Portfolio Management, Project Management, Financial Analysis, ERM, Certified Public..., Commodity Markets, Strategy
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance
Loyola University New Orleans 1976 — 1979
BBA, Accounting
US Army War College 2003 — 2005
Master's Degree, Military and Strategic Leadership, N/A
GE Capital May 2014 - Present
Deloitte & Touche LLP September 2005 - May 2014
ABN AMRO September 1999 - August 2005
BMO Capital Markets November 1996 - August 1999
Hibernia National Bank June 1992 - November 1996
United States Navy February 1981 - June 1990
Hibernia National Bank June 1980 - March 1981
Ernst & Whinney June 1979 - May 1980
Skills
Risk and Capital..., Banking, Commerical Banking, Credit Management, Management Consulting, Financial Risk, Risk Management, Portfolio Management, Project Management, Financial Analysis, ERM, Certified Public..., Commodity Markets, Strategy
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance
Loyola University New Orleans 1976 — 1979
BBA, Accounting
US Army War College 2003 — 2005
Master's Degree, Military and Strategic Leadership, N/A
Elizabeth Bjornseth's BMO Capital Markets Experience December 2012 - October 2013
Job Senior Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2013 - Present
BMO Capital Markets December 2012 - October 2013
BMO Capital Markets July 2010 - December 2012
BMO Capital Markets July 2008 - July 2010
BMO Capital Markets July 2005 - July 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Masters in Business Administration, Finance, Management & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor's, Finance
Lancaster University 2004 — 2004
Study Abroad; Lancaster, England, Finance, Art History
BMO Harris Bank October 2013 - Present
BMO Capital Markets December 2012 - October 2013
BMO Capital Markets July 2010 - December 2012
BMO Capital Markets July 2008 - July 2010
BMO Capital Markets July 2005 - July 2008
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Masters in Business Administration, Finance, Management & Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor's, Finance
Lancaster University 2004 — 2004
Study Abroad; Lancaster, England, Finance, Art History
Andrew Kenth's BMO Capital Markets Experience April 2008 - February 2013
Job Business Systems Consultant at Wells Capital Management
Industry Banking
Experience
Wells Capital Management September 2013 - Present
GE Healthcare February 2013 - September 2013
BMO Capital Markets April 2008 - February 2013
Alverno College January 2004 - April 2008
INT 1999 - 2003
Skills
SQL, Business Analysis, Strategy, Databases, Data Analysis, Analysis, SDLC, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Visio, Integration, Team Leadership, Program Management, Microsoft SQL Server, Software Documentation, SharePoint, Vendor Management, Risk Management, Software Project..., Business Process
Education
Marquette University 2011 — 2014
Masters, Business Administration
University of Wisconsin-Parkside 1996 — 2001
Business, Information Systems
Wells Capital Management September 2013 - Present
GE Healthcare February 2013 - September 2013
BMO Capital Markets April 2008 - February 2013
Alverno College January 2004 - April 2008
INT 1999 - 2003
Skills
SQL, Business Analysis, Strategy, Databases, Data Analysis, Analysis, SDLC, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Visio, Integration, Team Leadership, Program Management, Microsoft SQL Server, Software Documentation, SharePoint, Vendor Management, Risk Management, Software Project..., Business Process
Education
Marquette University 2011 — 2014
Masters, Business Administration
University of Wisconsin-Parkside 1996 — 2001
Business, Information Systems
Cathy Potempa's BMO Capital Markets Experience June 2008 - Present
Job Vice President Institutional Sales at Griffin, Kubik, Stephens & Thompson
Industry Financial Services
Experience
BMO Capital Markets June 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1994 - June 2008
Education
Marquette University 1971 — 1975
B.A., Journalism, Business
BMO Capital Markets June 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1994 - June 2008
Education
Marquette University 1971 — 1975
B.A., Journalism, Business
Nathalie Houde, CFA's BMO Capital Markets Experience September 2007 - September 2008
Job Senior Vice President, Global Financial Institutions, Northern Trust
Industry Banking
Experience
Northern Trust December 2008 - Present
BMO Capital Markets September 2007 - September 2008
BMO Capital Markets October 2003 - August 2007
BMO Capital Markets 1999 - 2003
Skills
Banking, Financial Institutions, Portfolio Management, Loans, Capital Markets, Commercial Banking, Financial Risk, Credit, Derivatives, Private Banking, Cash Management, Asset Management, Risk Management, Trade Finance, Funding, Equities, Finance, Investment Management, Credit Risk, Credit Analysis, Treasury Management, Fixed Income
Education
Laurentian University/Université Laurentienne 1986 — 1990
Honors Bachelor of Commerce, Business
Northern Trust December 2008 - Present
BMO Capital Markets September 2007 - September 2008
BMO Capital Markets October 2003 - August 2007
BMO Capital Markets 1999 - 2003
Skills
Banking, Financial Institutions, Portfolio Management, Loans, Capital Markets, Commercial Banking, Financial Risk, Credit, Derivatives, Private Banking, Cash Management, Asset Management, Risk Management, Trade Finance, Funding, Equities, Finance, Investment Management, Credit Risk, Credit Analysis, Treasury Management, Fixed Income
Education
Laurentian University/Université Laurentienne 1986 — 1990
Honors Bachelor of Commerce, Business
Garssen Wong's BMO Capital Markets Experience October 2012 - Present
Job Associate Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2012 - Present
**** July 2010 - October 2012
Bear Stearns March 2003 - August 2008
Education
Long Island University, C.W. Post Campus 1996 — 1999
Bachelor of Arts (BA), Economics
BMO Capital Markets October 2012 - Present
**** July 2010 - October 2012
Bear Stearns March 2003 - August 2008
Education
Long Island University, C.W. Post Campus 1996 — 1999
Bachelor of Arts (BA), Economics
Michael Doumet's BMO Capital Markets Experience May 2007 - August 2007
Job Equity Research at Scotia Capital
Industry Media Production
Experience
Scotia Capital June 2011 - Present
Yellow Pages Group August 2009 - June 2011
WorldWide Aero Consulting Services November 2008 - July 2009
Lazard July 2008 - October 2008
BMO Capital Markets May 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Investments, Private Equity, Corporate Finance
Education
McGill University 2005 — 2008
Bachelor's Degree, Finance, 3.75
Scotia Capital June 2011 - Present
Yellow Pages Group August 2009 - June 2011
WorldWide Aero Consulting Services November 2008 - July 2009
Lazard July 2008 - October 2008
BMO Capital Markets May 2007 - August 2007
Skills
Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Investments, Private Equity, Corporate Finance
Education
McGill University 2005 — 2008
Bachelor's Degree, Finance, 3.75
Tim Long's BMO Capital Markets Experience June 2009 - Present
Job Managing Director at BMO Capital Markets
Industry Telecommunications
Experience
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
BMO Capital Markets June 2009 - Present
Banc of America Securities September 2003 - May 2009
Credit Suisse First Boston September 2000 - September 2003
Merrill Lynch September 1996 - September 2000
Bellcore March 1995 - September 1996
Raytheon June 1991 - March 1995
Skills
Asset Management, Corporate Finance, Fixed Income, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Trading, Valuation, SDLC, Mutual Funds, Investment Banking, Financial Modeling, Equity Research, Equities, Capital Markets, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, Finance and Management
Manhattan College 1987 — 1991
BS, Electrical Engineering
Linda Gao's BMO Capital Markets Experience April 2001 - November 2012
Job Director at RBC Investor & Treasury Services, Banks, Brokers and Exchanges
Industry Financial Services
Experience
RBC January 2015 - Present
Bank of Montreal November 2012 - December 2014
BMO Capital Markets April 2001 - November 2012
Standard Chartered Bank 1994 - 1998
Standard Chartered Bank 1992 - 1994
Bank of China July 1989 - 1992
Skills
Capital Markets, Credit Analysis, Trading, Valuation, Risk Management, Cash Management, Banking, Financial Modeling, Credit Risk, Mergers, Investment Banking, Trade Finance, Financial Markets, Credit, Corporate Finance, Commercial Banking, Financial Analysis, Portfolio Management, Financial Risk, Wealth Management, Business Strategy, Commercial Lending, Business Analysis, Derivatives, Treasury Management, Relationship Management, Fixed Income, Financial Services, FX Options
Education
Macquarie University 1998 — 2000
Master
Nankai University 1985 — 1989
BA
RBC January 2015 - Present
Bank of Montreal November 2012 - December 2014
BMO Capital Markets April 2001 - November 2012
Standard Chartered Bank 1994 - 1998
Standard Chartered Bank 1992 - 1994
Bank of China July 1989 - 1992
Skills
Capital Markets, Credit Analysis, Trading, Valuation, Risk Management, Cash Management, Banking, Financial Modeling, Credit Risk, Mergers, Investment Banking, Trade Finance, Financial Markets, Credit, Corporate Finance, Commercial Banking, Financial Analysis, Portfolio Management, Financial Risk, Wealth Management, Business Strategy, Commercial Lending, Business Analysis, Derivatives, Treasury Management, Relationship Management, Fixed Income, Financial Services, FX Options
Education
Macquarie University 1998 — 2000
Master
Nankai University 1985 — 1989
BA
Livio Bencich's BMO Capital Markets Experience January 1998 - Present
Job Managing Director, Financial Products at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 1998 - Present
Skills
Capital Markets, Fixed Income, Derivatives, Trading Systems, Investments, Equities, Bloomberg, Electronic Trading, Equity Derivatives, FX Options, Financial Markets, Financial Modeling, Hedge Funds, Interest Rate..., Investment Banking, Options, Trading
Education
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
BMO Capital Markets January 1998 - Present
Skills
Capital Markets, Fixed Income, Derivatives, Trading Systems, Investments, Equities, Bloomberg, Electronic Trading, Equity Derivatives, FX Options, Financial Markets, Financial Modeling, Hedge Funds, Interest Rate..., Investment Banking, Options, Trading
Education
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Laurentian University/Université Laurentienne 1985 — 1989
BCOMM
Robert Mello's BMO Capital Markets Experience March 1992 - June 2005
Job Real Estate Professional / Senior Sales Associate
Industry Real Estate
Experience
William Raveis-Real Estate, Mortgage, Insurance May 2015 - Present
BMO Capital Markets March 1992 - June 2005
Education
Long Island University 1973 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, a
Power Memorial Academy NY,NY
High School Diploma, Liberal Arts and Sciences/Liberal Studies
William Raveis-Real Estate, Mortgage, Insurance May 2015 - Present
BMO Capital Markets March 1992 - June 2005
Education
Long Island University 1973 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, a
Power Memorial Academy NY,NY
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Avinash Uttamchandani's BMO Capital Markets Experience July 2011 - March 2013
Job Private Equity Associate at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners March 2013 - Present
BMO Capital Markets July 2011 - March 2013
BMO Capital Markets June 2010 - August 2010
Skills
Series 79 and Series 63..., Mergers & Acquisitions, Growth Capital, Private Equity, Valuation, Financial Modeling
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
LLR Partners March 2013 - Present
BMO Capital Markets July 2011 - March 2013
BMO Capital Markets June 2010 - August 2010
Skills
Series 79 and Series 63..., Mergers & Acquisitions, Growth Capital, Private Equity, Valuation, Financial Modeling
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Janice Stevenson, CPA, CFP®'s BMO Capital Markets Experience November 2005 - Present
Job Tax and Financial Planning Adviser
Industry Accounting
Experience
Ten Talents Accounting & Financial Services 2009 - Present
BMO Capital Markets November 2005 - Present
Prairie State College February 2009 - 2010
Initiate Systems July 1999 - November 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Tax, QuickBooks, Budgets, Accounts Payable, Internal Controls, Cash Flow, Strategic Financial..., Managerial Finance, Strategic Planning, GAAP
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters, Accounting and Financial Management
Northern Illinois University
Ten Talents Accounting & Financial Services 2009 - Present
BMO Capital Markets November 2005 - Present
Prairie State College February 2009 - 2010
Initiate Systems July 1999 - November 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Tax, QuickBooks, Budgets, Accounts Payable, Internal Controls, Cash Flow, Strategic Financial..., Managerial Finance, Strategic Planning, GAAP
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters, Accounting and Financial Management
Northern Illinois University
Dave Kucera's BMO Capital Markets Experience 1992 - 2012
Job Board Member at HFS Chicago Scholars
Industry Financial Services
Experience
Capital One April 2013 - Present
HFS Chicago Scholars 2010 - Present
BMO Capital Markets 1992 - 2012
First Chicago Corporation June 1984 - July 1992
Skills
Asset Management, Bloomberg, Bonds, Capital Markets, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Leveraged Finance, Loans, Management, Mergers, Portfolio Management, Private Equity, Securities, Securitization, Structured Finance, Structured Products, Valuation, Venture Capital, Financial Services, Alternative Investments, ABS, Banking
Education
Marquette University
Bachelor, Finance
Northwestern University - Kellogg School of Management
MM, Finance, Marketing and Accounting
University of California - Berkeley
Organizational Leadership
University of Toronto - Rotman School of Management
Advanced Leadership Program
Capital One April 2013 - Present
HFS Chicago Scholars 2010 - Present
BMO Capital Markets 1992 - 2012
First Chicago Corporation June 1984 - July 1992
Skills
Asset Management, Bloomberg, Bonds, Capital Markets, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investments, Leveraged Finance, Loans, Management, Mergers, Portfolio Management, Private Equity, Securities, Securitization, Structured Finance, Structured Products, Valuation, Venture Capital, Financial Services, Alternative Investments, ABS, Banking
Education
Marquette University
Bachelor, Finance
Northwestern University - Kellogg School of Management
MM, Finance, Marketing and Accounting
University of California - Berkeley
Organizational Leadership
University of Toronto - Rotman School of Management
Advanced Leadership Program
Ilias Konstantopoulos's BMO Capital Markets Experience November 1996 - Present
Job Managing Director, M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 1996 - Present
Education
McGill University 1984 — 1988
B. Eng., MBA, Engineering, Masters in Business Administration
BMO Capital Markets November 1996 - Present
Education
McGill University 1984 — 1988
B. Eng., MBA, Engineering, Masters in Business Administration
Sean Reidy's BMO Capital Markets Experience June 2013 - August 2013
Job Executive Director, DC at Democracy Prep Public Schools
Industry Education Management
Experience
Democracy Prep Public Schools February 2014 - Present
Data Collateral September 2013 - January 2014
BMO Capital Markets June 2013 - August 2013
Exhilarator January 2013 - May 2013
Democracy Prep Public Schools August 2009 - July 2012
EF English First September 2008 - July 2009
Teach for America June 2008 - August 2008
M.S. 45 Thomas Giordano Middle School August 2006 - June 2008
Skills
Teaching, Curriculum Design, Mathematics, Curriculum Development, Staff Development, Educational Leadership, Classroom, Research, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Teamwork, Educational Technology, Entrepreneurship, Valuation, Editing, Psychology, International Education, Event Planning, Teacher Training, Special Education, Data Analysis, Spanish, Fundraising, Nonprofits
Education
Georgetown University, McDonough School of Business 2012 — 2014
Master of Business Administration, Finance, Entrepreneurship
Pace University 2006 — 2008
Masters of Science in Teaching, Secondary Mathematics, 3.43
Loyola University Chicago 2002 — 2006
Bachelors of Science, Business Administration, Economics/International Business, 3.81
Universidad Complutense de Madrid 2005 — 2005
Democracy Prep Public Schools February 2014 - Present
Data Collateral September 2013 - January 2014
BMO Capital Markets June 2013 - August 2013
Exhilarator January 2013 - May 2013
Democracy Prep Public Schools August 2009 - July 2012
EF English First September 2008 - July 2009
Teach for America June 2008 - August 2008
M.S. 45 Thomas Giordano Middle School August 2006 - June 2008
Skills
Teaching, Curriculum Design, Mathematics, Curriculum Development, Staff Development, Educational Leadership, Classroom, Research, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Teamwork, Educational Technology, Entrepreneurship, Valuation, Editing, Psychology, International Education, Event Planning, Teacher Training, Special Education, Data Analysis, Spanish, Fundraising, Nonprofits
Education
Georgetown University, McDonough School of Business 2012 — 2014
Master of Business Administration, Finance, Entrepreneurship
Pace University 2006 — 2008
Masters of Science in Teaching, Secondary Mathematics, 3.43
Loyola University Chicago 2002 — 2006
Bachelors of Science, Business Administration, Economics/International Business, 3.81
Universidad Complutense de Madrid 2005 — 2005
Tom Shrader's BMO Capital Markets Experience 2002 - 2008
Job Equity Research at Stifel Nicolaus
Industry Biotechnology
Experience
Stifel Financial Corp. June 2014 - Present
Yale University May 2009 - May 2014
BMO Capital Markets 2002 - 2008
Oscar Gruss & Son 2000 - 2001
Albert Einstein College of Medicine 1997 - 2000
Albert Einstein College of Medicine 1992 - 1996
Skills
Biotechnology, Management, Lifesciences, Venture Capital, Strategy
Education
Massachusetts Institute of Technology 1991 — 1992
Helen Hay Whitney Postdoctoral Fellow
Yale University 1985 — 1990
PhD, Molecular Biophysics and Biochemistry
University of Virginia 1982 — 1984
Suspended Animation
The Johns Hopkins University 1978 — 1981
BS, Biophysics
Stifel Financial Corp. June 2014 - Present
Yale University May 2009 - May 2014
BMO Capital Markets 2002 - 2008
Oscar Gruss & Son 2000 - 2001
Albert Einstein College of Medicine 1997 - 2000
Albert Einstein College of Medicine 1992 - 1996
Skills
Biotechnology, Management, Lifesciences, Venture Capital, Strategy
Education
Massachusetts Institute of Technology 1991 — 1992
Helen Hay Whitney Postdoctoral Fellow
Yale University 1985 — 1990
PhD, Molecular Biophysics and Biochemistry
University of Virginia 1982 — 1984
Suspended Animation
The Johns Hopkins University 1978 — 1981
BS, Biophysics
Steven McManaman's BMO Capital Markets Experience Senior ManagerErnst & Young1993 - 2000
Job Managing Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets Senior ManagerErnst & Young1993 - 2000
Education
Marquette University 1988 — 1992
BS
Northwestern University - Kellogg School of Management
MBA
BMO Capital Markets Senior ManagerErnst & Young1993 - 2000
Education
Marquette University 1988 — 1992
BS
Northwestern University - Kellogg School of Management
MBA
Max Breier's BMO Capital Markets Experience October 2010 - Present
Job Equity Derivatives BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
Sound Beach Capital, LLC August 2009 - October 2010
RBC Capital Markets January 2008 - May 2009
Litchfield Asset Managament January 2007 - November 2007
Amaranth Advisors March 2006 - October 2006
Bank of America April 2005 - March 2006
Skills
VBA, SQL, C#, Photoshop, PHP, Derivatives, Volatility Arbitrage, MySQL, Portfolio Management, Volatility, Equities, Options, Hedge Funds, Bloomberg, Trading, Arbitrage, Fixed Income, Capital Markets, Equity Derivatives, Bloomberg Terminal, Relative Value, Strategy
Education
Lehigh University - College of Business and Economics
BS, Business and Economics
BMO Capital Markets October 2010 - Present
Sound Beach Capital, LLC August 2009 - October 2010
RBC Capital Markets January 2008 - May 2009
Litchfield Asset Managament January 2007 - November 2007
Amaranth Advisors March 2006 - October 2006
Bank of America April 2005 - March 2006
Skills
VBA, SQL, C#, Photoshop, PHP, Derivatives, Volatility Arbitrage, MySQL, Portfolio Management, Volatility, Equities, Options, Hedge Funds, Bloomberg, Trading, Arbitrage, Fixed Income, Capital Markets, Equity Derivatives, Bloomberg Terminal, Relative Value, Strategy
Education
Lehigh University - College of Business and Economics
BS, Business and Economics
Lynne Ciaccia's BMO Capital Markets Experience October 2000 - April 2007
Job Senior Underwriter at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
JPMorgan Chase Bank, N.A. May 2007 - May 2015
BMO Capital Markets October 2000 - April 2007
Education
Marquette University 1986 — 1989
Bachelors, Busniness Administration, Finance
U.S. Bank June 2015 - Present
JPMorgan Chase Bank, N.A. May 2007 - May 2015
BMO Capital Markets October 2000 - April 2007
Education
Marquette University 1986 — 1989
Bachelors, Busniness Administration, Finance
Jack Lui, CFA's BMO Capital Markets Experience 2005 - 2006
Job Executive Director, M&A at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets February 2006 - Present
BMO Capital Markets 2005 - 2006
Education
London Business School 2008 — 2009
Masters in Finance, Finance
Simon Fraser University 2000 — 2004
Steveston Secondary School
CIBC World Markets February 2006 - Present
BMO Capital Markets 2005 - 2006
Education
London Business School 2008 — 2009
Masters in Finance, Finance
Simon Fraser University 2000 — 2004
Steveston Secondary School
Patrick House's BMO Capital Markets Experience June 2011 - 2012
Job Financial Analyst
Industry Investment Banking
Experience
BMO Capital Markets June 2011 - 2012
BMO Capital Markets May 2010 - August 2010
Education
McGill University 2008 — 2011
BCom, Finance, Accounting
BMO Capital Markets June 2011 - 2012
BMO Capital Markets May 2010 - August 2010
Education
McGill University 2008 — 2011
BCom, Finance, Accounting
Patiece Jackson's BMO Capital Markets Experience November 2010 - May 2013
Job Administrator at Allegis Partners
Industry Capital Markets
Experience
Allegis Partners July 2015 - Present
Various financial & commercial assignments August 2013 - July 2015
BMO Capital Markets November 2010 - May 2013
The Salem Group May 2009 - October 2010
FLORIDA SOCIETY OF CLINICAL ONCOLOGY April 2008 - March 2009
Hay Group October 2006 - March 2008
Accenture 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Training, Proofreading, Marketing, Microsoft Word, CRM, Microsoft Office, Event Management, Research, Analysis, Customer Service, Management, Nonprofits
Education
Loyola University of Chicago
Bachelor of Arts (BA), Spanish Language and Literature
Allegis Partners July 2015 - Present
Various financial & commercial assignments August 2013 - July 2015
BMO Capital Markets November 2010 - May 2013
The Salem Group May 2009 - October 2010
FLORIDA SOCIETY OF CLINICAL ONCOLOGY April 2008 - March 2009
Hay Group October 2006 - March 2008
Accenture 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Training, Proofreading, Marketing, Microsoft Word, CRM, Microsoft Office, Event Management, Research, Analysis, Customer Service, Management, Nonprofits
Education
Loyola University of Chicago
Bachelor of Arts (BA), Spanish Language and Literature
Michael Burrello's BMO Capital Markets Experience June 2011 - Present
Job Managing Director BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2011 - Present
KeyBanc Capital Markets August 1996 - June 2011
Education
Kent State University 1979 — 1982
ba, Finance
BMO Capital Markets June 2011 - Present
KeyBanc Capital Markets August 1996 - June 2011
Education
Kent State University 1979 — 1982
ba, Finance
Peter Chauvin's BMO Capital Markets Experience May 2005 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2005 - Present
Credit Suisse 1991 - 2005
Skills
Investment Banking, Capital Markets, Corporate Finance, Fixed Income, Valuation, Banking, Hedge Funds, Equities, Financial Structuring, Financial Analysis, Derivatives
Education
McGill University
B. Comm, Finance
BMO Capital Markets May 2005 - Present
Credit Suisse 1991 - 2005
Skills
Investment Banking, Capital Markets, Corporate Finance, Fixed Income, Valuation, Banking, Hedge Funds, Equities, Financial Structuring, Financial Analysis, Derivatives
Education
McGill University
B. Comm, Finance
Kurt Prohl's BMO Capital Markets Experience October 2005 - June 2007
Job Managing Director at Kayne Anderson Capital Advisors
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors June 2007 - Present
BMO Capital Markets October 2005 - June 2007
UBS Investment Bank January 2000 - May 2002
Skills
LBO, Venture Capital, Corporate Development, Investment Banking, Equities, Valuation, Investments, Due Diligence, Asset Managment, Financial Modeling, Portfolio Management, Corporate Finance, Private Equity, Secured Lending, Mezzanine Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
Master of Business Administration (MBA), Banking and Financial Support Services
Lafayette College 1985 — 1989
BA, Economics & Business
Kayne Anderson Capital Advisors June 2007 - Present
BMO Capital Markets October 2005 - June 2007
UBS Investment Bank January 2000 - May 2002
Skills
LBO, Venture Capital, Corporate Development, Investment Banking, Equities, Valuation, Investments, Due Diligence, Asset Managment, Financial Modeling, Portfolio Management, Corporate Finance, Private Equity, Secured Lending, Mezzanine Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
Master of Business Administration (MBA), Banking and Financial Support Services
Lafayette College 1985 — 1989
BA, Economics & Business
Monique Benes's BMO Capital Markets Experience December 2011 - Present
Job Service Specialist I T&O Purchase & Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets December 2011 - Present
Royal Bank of Scotland February 2002 - April 2010
ABN AMRO Bank N.V. December 2000 - February 2002
Merrill Lynch October 2000 - November 2000
Scotia Capital USA Inc 1987 - September 2000
Skills
Middle Office, Investment Banking, Prime Brokerage, Options, Equity Derivatives, Currency, Trading Systems, Management, Mutual Funds, Financial Risk, Equities, Securities, Alternative Investments, KYC, Settlement, Trading, Operational Risk..., Fixed Income, Back Office, Account Reconciliation, Equity Trading, FX Options, Credit Risk, Derivatives, Collateral Management, Bloomberg, Operational Risk
Education
Grumman Data Systems Institute
Diploma
Kingsborough Community College
Associates Degree Business Administration
BMO Capital Markets December 2011 - Present
Royal Bank of Scotland February 2002 - April 2010
ABN AMRO Bank N.V. December 2000 - February 2002
Merrill Lynch October 2000 - November 2000
Scotia Capital USA Inc 1987 - September 2000
Skills
Middle Office, Investment Banking, Prime Brokerage, Options, Equity Derivatives, Currency, Trading Systems, Management, Mutual Funds, Financial Risk, Equities, Securities, Alternative Investments, KYC, Settlement, Trading, Operational Risk..., Fixed Income, Back Office, Account Reconciliation, Equity Trading, FX Options, Credit Risk, Derivatives, Collateral Management, Bloomberg, Operational Risk
Education
Grumman Data Systems Institute
Diploma
Kingsborough Community College
Associates Degree Business Administration
Laura Battisti's BMO Capital Markets Experience November 1997 - May 2000
Job Accounting, Banking & Administrative Officer at Cleman Ludmer Steinberg Inc
Industry Financial Services
Experience
Cleman Ludmer Steinberg Inc November 2010 - Present
Laura's Talking Cents September 2009 - Present
TD Canada Trust May 2007 - July 2009
BMO Capital Markets November 1997 - May 2000
Bank of Montreal, Treasury Group June 1992 - November 1997
Bank of Montreal, Treasury Group June 1989 - September 1991
Skills
Banking, Budgeting, Financial Planning, Languages, Team Leadership, New Business Development, Public Relations, Quickbooks, Customer Relations, Media Relations, Teaching, Strategic Financial..., Budgets
Education
Canadian Securities Course 1985 — 1986
McGill University 1982 — 1985
B. Com, Finance and Management Information Systems
Cleman Ludmer Steinberg Inc November 2010 - Present
Laura's Talking Cents September 2009 - Present
TD Canada Trust May 2007 - July 2009
BMO Capital Markets November 1997 - May 2000
Bank of Montreal, Treasury Group June 1992 - November 1997
Bank of Montreal, Treasury Group June 1989 - September 1991
Skills
Banking, Budgeting, Financial Planning, Languages, Team Leadership, New Business Development, Public Relations, Quickbooks, Customer Relations, Media Relations, Teaching, Strategic Financial..., Budgets
Education
Canadian Securities Course 1985 — 1986
McGill University 1982 — 1985
B. Com, Finance and Management Information Systems
Tamara McGovern's BMO Capital Markets Experience April 2011 - January 2015
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2015 - Present
BMO Capital Markets April 2011 - January 2015
Shay Financial Services, Inc. March 1998 - April 2011
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Bloomberg, Bonds, Financial Markets, MBS, Securities, Equities, Trading, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Investments, Valuation, Structured Products, Electronic Trading, Structured Finance, Trading Systems, Private Equity, FINRA, Bloomberg Terminal, Financial Risk, Finance
Education
Lake Superior State University 1988 — 1992
Hilliard Lyons January 2015 - Present
BMO Capital Markets April 2011 - January 2015
Shay Financial Services, Inc. March 1998 - April 2011
Skills
Fixed Income, Capital Markets, Series 7, Series 63, Bloomberg, Bonds, Financial Markets, MBS, Securities, Equities, Trading, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Investments, Valuation, Structured Products, Electronic Trading, Structured Finance, Trading Systems, Private Equity, FINRA, Bloomberg Terminal, Financial Risk, Finance
Education
Lake Superior State University 1988 — 1992
Mathieu Cardinal's BMO Capital Markets Experience 2003 - 2009
Job Business Owner
Industry Business Supplies and Equipment
Experience
RefPlus June 2012 - Present
Cycles Lambert May 2012 - Present
Desjardins February 2009 - February 2012
BMO Capital Markets 2003 - 2009
Emerge Capital 2000 - 2003
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Financial Modeling, Financial Structuring, Investments, Restructuring, Valuation, Venture Capital, Business Strategy, Strategic Planning
Education
McGill University 1997 — 1999
MBA, Finance and strategy
RefPlus June 2012 - Present
Cycles Lambert May 2012 - Present
Desjardins February 2009 - February 2012
BMO Capital Markets 2003 - 2009
Emerge Capital 2000 - 2003
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Financial Modeling, Financial Structuring, Investments, Restructuring, Valuation, Venture Capital, Business Strategy, Strategic Planning
Education
McGill University 1997 — 1999
MBA, Finance and strategy
Jane Holtgrewe's BMO Capital Markets Experience February 2013 - Present
Job Associate, Marketing & Client Strategy at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2013 - Present
Marcus Evans March 2012 - December 2012
United Feather and Down May 2010 - March 2012
Holiday Inn Express August 2007 - October 2007
Big Cedar Lodge June 2007 - August 2007
Skills
Leveraged Finance, Event Planning, Market Research, Email Marketing, Social Media, Digital Marketing, Event Management, Promotions, Lead Generation, Strategic Planning, Leveraging Resources, Account Management, Customer-focused, Highly Adaptive, Marketing, CRM, Direct Marketing
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration, Marketing
Southeast Missouri State University 2005 — 2009
Bachelor of Science, Hospitality Management
BMO Capital Markets February 2013 - Present
Marcus Evans March 2012 - December 2012
United Feather and Down May 2010 - March 2012
Holiday Inn Express August 2007 - October 2007
Big Cedar Lodge June 2007 - August 2007
Skills
Leveraged Finance, Event Planning, Market Research, Email Marketing, Social Media, Digital Marketing, Event Management, Promotions, Lead Generation, Strategic Planning, Leveraging Resources, Account Management, Customer-focused, Highly Adaptive, Marketing, CRM, Direct Marketing
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration, Marketing
Southeast Missouri State University 2005 — 2009
Bachelor of Science, Hospitality Management
Harvinder Chahal's BMO Capital Markets Experience March 2011 - June 2011
Job Financial Reporting Analyst at Manulife Financial
Industry Financial Services
Experience
Manulife Financial December 2014 - Present
RBC November 2012 - November 2013
B2B Bank October 2011 - March 2012
Red Rose Convention Centre April 2004 - December 2011
BMO Capital Markets March 2011 - June 2011
BMO Financial Group January 2009 - April 2010
iQor August 2007 - December 2007
Skills
Financial Analysis, Investments, Equities, Banking, Analysis, Corporate Finance, Credit, Data Analysis, Portfolio Management, Financial Risk, Strategic Financial..., Mutual Funds, Microsoft Excel, Team Leadership, VBA, Accounting, Derivatives, Access, Bloomberg
Education
Laurentian University/Université Laurentienne 2003 — 2007
Honours B.A., Economics
Manulife Financial December 2014 - Present
RBC November 2012 - November 2013
B2B Bank October 2011 - March 2012
Red Rose Convention Centre April 2004 - December 2011
BMO Capital Markets March 2011 - June 2011
BMO Financial Group January 2009 - April 2010
iQor August 2007 - December 2007
Skills
Financial Analysis, Investments, Equities, Banking, Analysis, Corporate Finance, Credit, Data Analysis, Portfolio Management, Financial Risk, Strategic Financial..., Mutual Funds, Microsoft Excel, Team Leadership, VBA, Accounting, Derivatives, Access, Bloomberg
Education
Laurentian University/Université Laurentienne 2003 — 2007
Honours B.A., Economics
Aqeeq Ansari's BMO Capital Markets Experience August 2011 - June 2012
Job Business Intelligence Analyst at Vale
Industry Information Technology and Services
Experience
Vale August 2014 - Present
Adastra 2013 - Present
Vale April 2014 - August 2014
Kinross Gold Corporation December 2013 - April 2014
IFDS September 2013 - December 2013
Toyota Canada Inc. October 2013 - November 2013
Kinross Gold Corporation August 2013 - September 2013
Loblaw Companies Limited May 2013 - July 2013
BMO Capital Markets August 2011 - June 2012
EnCana December 2010 - March 2011
Skills
Crystal Reports, SQL, Crystal Xcelsius, CMC, Business Objects, Business Intelligence, Data Migration, Web Intelligence, Data Modeling, Data Warehousing, ETL, SAP BW, PL/SQL, Dashboard, Microsoft SQL Server, Systems Analysis, Requirements Gathering, Requirements Analysis, Database Design, Business Analysis, Oracle, MS Project, SSRS, SAP BI, User Acceptance Testing, Databases, Business Process, Unix, XML, Access, SharePoint, Web Services, Software Development, DB2, SAP ERP, QlikView, Unix Shell Scripting, Data Warehouse..., Business Intelligence..., OLAP, Teradata, Project Delivery, Informatica, Performance Tuning, SAP, Cognos, Data Integration, SDLC, Integration, Solution Architecture
Education
Karachi University 2004 — 2007
BSSE, Software Engineering
Vale August 2014 - Present
Adastra 2013 - Present
Vale April 2014 - August 2014
Kinross Gold Corporation December 2013 - April 2014
IFDS September 2013 - December 2013
Toyota Canada Inc. October 2013 - November 2013
Kinross Gold Corporation August 2013 - September 2013
Loblaw Companies Limited May 2013 - July 2013
BMO Capital Markets August 2011 - June 2012
EnCana December 2010 - March 2011
Skills
Crystal Reports, SQL, Crystal Xcelsius, CMC, Business Objects, Business Intelligence, Data Migration, Web Intelligence, Data Modeling, Data Warehousing, ETL, SAP BW, PL/SQL, Dashboard, Microsoft SQL Server, Systems Analysis, Requirements Gathering, Requirements Analysis, Database Design, Business Analysis, Oracle, MS Project, SSRS, SAP BI, User Acceptance Testing, Databases, Business Process, Unix, XML, Access, SharePoint, Web Services, Software Development, DB2, SAP ERP, QlikView, Unix Shell Scripting, Data Warehouse..., Business Intelligence..., OLAP, Teradata, Project Delivery, Informatica, Performance Tuning, SAP, Cognos, Data Integration, SDLC, Integration, Solution Architecture
Education
Karachi University 2004 — 2007
BSSE, Software Engineering
Sonja Kivi's BMO Capital Markets Experience May 2014 - Present
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets May 2014 - Present
BMO Financial Group September 2010 - May 2014
State Street Global Markets March 2008 - September 2010
State Street Global Markets March 2006 - March 2008
State Street Global Markets January 2004 - March 2006
State Street November 1998 - January 2004
Skills
Securities, Mutual Funds, Equity Trading, Asset Allocation, Equities, Risk Management, Securities Lending, FX Options, Fixed Income, Electronic Trading, Portfolio Management
Education
Lakehead University 1995 — 1998
BSc
BMO Capital Markets May 2014 - Present
BMO Financial Group September 2010 - May 2014
State Street Global Markets March 2008 - September 2010
State Street Global Markets March 2006 - March 2008
State Street Global Markets January 2004 - March 2006
State Street November 1998 - January 2004
Skills
Securities, Mutual Funds, Equity Trading, Asset Allocation, Equities, Risk Management, Securities Lending, FX Options, Fixed Income, Electronic Trading, Portfolio Management
Education
Lakehead University 1995 — 1998
BSc
Elizabeth Smithy's BMO Capital Markets Experience March 2014 - December 2014
Job Project Manager Assistant | Reed Construction
Industry Construction
Experience
Reed Construction January 2015 - Present
BMO Capital Markets March 2014 - December 2014
Scoop NYC June 2013 - February 2014
Alexian Brothers AIDS Ministry February 2012 - March 2013
University Advancement, Marquette University May 2009 - May 2011
Marquette International Service Learning Program January 2010 - June 2010
Marquette International Service Learning Program January 2010 - June 2010
Skills
Leadership, Nonprofits, Research, Public Relations, Program Management, Organizational..., Recruiting, Community Outreach, Volunteer Management
Education
Marquette University 2007 — 2011
Bachelor of Arts, International Affairs; International Communication
University of the Western Cape Cape 2010 — 2010
Bachelor of Arts (B.A.), Interdisciplinary International Affairs and Communications
Reed Construction January 2015 - Present
BMO Capital Markets March 2014 - December 2014
Scoop NYC June 2013 - February 2014
Alexian Brothers AIDS Ministry February 2012 - March 2013
University Advancement, Marquette University May 2009 - May 2011
Marquette International Service Learning Program January 2010 - June 2010
Marquette International Service Learning Program January 2010 - June 2010
Skills
Leadership, Nonprofits, Research, Public Relations, Program Management, Organizational..., Recruiting, Community Outreach, Volunteer Management
Education
Marquette University 2007 — 2011
Bachelor of Arts, International Affairs; International Communication
University of the Western Cape Cape 2010 — 2010
Bachelor of Arts (B.A.), Interdisciplinary International Affairs and Communications
Bretton Pope's BMO Capital Markets Experience June 2009 - August 2009
Job Valuation & Business Modeling
Industry Financial Services
Experience
EY January 2013 - Present
Duff & Phelps January 2012 - August 2012
Citi July 2009 - January 2012
BMO Capital Markets June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, GAAP, Forecasting, Process Improvement, Budgets, Corporate Finance, Bloomberg, Strategic Financial...
Education
Lehigh University - College of Business and Economics 2008 — 2009
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance and Accounting
EY January 2013 - Present
Duff & Phelps January 2012 - August 2012
Citi July 2009 - January 2012
BMO Capital Markets June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, GAAP, Forecasting, Process Improvement, Budgets, Corporate Finance, Bloomberg, Strategic Financial...
Education
Lehigh University - College of Business and Economics 2008 — 2009
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance and Accounting
Luke VanLankvelt's BMO Capital Markets Experience June 2008 - July 2013
Job Officer Sr. Credit Analyst
Industry Banking
Experience
BLC Community Bank July 2015 - Present
BMO Harris Bank July 2013 - July 2015
BMO Capital Markets June 2008 - July 2013
Elite Mortgage Solutions August 2007 - June 2008
Outagamie County May 2004 - August 2006
Skills
Commercial Banking, Risk Management, Credit Analysis, Financial Risk, Finance, Loans, Accounting, Portfolio Management, Credit, Financial Analysis, Banking, Credit Risk, Financial Services, Wealth Management, Investments, Relationship Management, Financial Reporting, Retirement Planning, Auditing, Insurance, Commercial Lending, Cash Management, Treasury Management, Analysis
Education
Lakeland College 2011 — 2013
Bachelors of Business Administration, Accounting
Univeristy of Wisconsin Oshkosh 2004 — 2007
Bachelors of Business Administration, Finance
BLC Community Bank July 2015 - Present
BMO Harris Bank July 2013 - July 2015
BMO Capital Markets June 2008 - July 2013
Elite Mortgage Solutions August 2007 - June 2008
Outagamie County May 2004 - August 2006
Skills
Commercial Banking, Risk Management, Credit Analysis, Financial Risk, Finance, Loans, Accounting, Portfolio Management, Credit, Financial Analysis, Banking, Credit Risk, Financial Services, Wealth Management, Investments, Relationship Management, Financial Reporting, Retirement Planning, Auditing, Insurance, Commercial Lending, Cash Management, Treasury Management, Analysis
Education
Lakeland College 2011 — 2013
Bachelors of Business Administration, Accounting
Univeristy of Wisconsin Oshkosh 2004 — 2007
Bachelors of Business Administration, Finance
Alessandra Teta's BMO Capital Markets Experience September 2012 - February 2013
Job Halcyon Asset Management
Industry Financial Services
Experience
Halcyon Asset Management February 2013 - Present
BMO Capital Markets September 2012 - February 2013
ConvergEx RealTick April 2011 - July 2012
Globe Tax Services October 2007 - April 2011
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Halcyon Asset Management February 2013 - Present
BMO Capital Markets September 2012 - February 2013
ConvergEx RealTick April 2011 - July 2012
Globe Tax Services October 2007 - April 2011
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Tim Anastasio's BMO Capital Markets Experience September 2011 - Present
Job Senior Manager Structured Products Middle Office at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets September 2011 - Present
Education
Marist College 2001 — 2005
Bachelor's degree, Finance and Marketing
BMO Capital Markets September 2011 - Present
Education
Marist College 2001 — 2005
Bachelor's degree, Finance and Marketing
Amelia Leone's BMO Capital Markets Experience January 2012 - Present
Job Senior Service Representative at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2012 - Present
BMO Financial Group 2012 - Present
Bmo Capital Market July 2008 - January 2012
BMO Capital Market March 2002 - July 2008
Skills
Foreign Exchange, Back Office, FX Options, Branch Banking, Written & Verbal...
Education
Université de Montréal 1992 — 1994
Certificate in Law
McGill University 1980 — 1985
Bachelor of Arts (BA), European History
BMO Capital Markets January 2012 - Present
BMO Financial Group 2012 - Present
Bmo Capital Market July 2008 - January 2012
BMO Capital Market March 2002 - July 2008
Skills
Foreign Exchange, Back Office, FX Options, Branch Banking, Written & Verbal...
Education
Université de Montréal 1992 — 1994
Certificate in Law
McGill University 1980 — 1985
Bachelor of Arts (BA), European History
LUCINDA ADRIAN's BMO Capital Markets Experience November 2000 - Present
Job Premier Banker at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2000 - Present
Skills
Banking, Investments, Financial Analysis, Portfolio Management, Investment Banking, Finance, Risk Management, Credit, Financial Services, Loans
Education
Lamson College 1989 — 1991
Hospitality/Business
BMO Capital Markets November 2000 - Present
Skills
Banking, Investments, Financial Analysis, Portfolio Management, Investment Banking, Finance, Risk Management, Credit, Financial Services, Loans
Education
Lamson College 1989 — 1991
Hospitality/Business
Scott Littlejohn's BMO Capital Markets Experience August 2011 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2011 - Present
Bank of America May 2007 - May 2011
Citi August 1992 - March 2007
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
Lafayette College
Bachelor of Arts (B.A.), Economics
BMO Capital Markets August 2011 - Present
Bank of America May 2007 - May 2011
Citi August 1992 - March 2007
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
Lafayette College
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS