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
Dan Weeks Dan Weeks's BMO Capital Markets Experience 2006 - 2009
Job BMO, Director, Sponsor Finance
Industry Banking
Experience
BMO 2009 - Present
BMO Capital Markets 2006 - 2009
J.P. Morgan 2003 - 2006
Skills
LBO, Leveraged Finance, Leveraged Lending, Private Equity, Syndications, Recapitalizations, Acquisitions, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.), Finance
BMO 2009 - Present
BMO Capital Markets 2006 - 2009
J.P. Morgan 2003 - 2006
Skills
LBO, Leveraged Finance, Leveraged Lending, Private Equity, Syndications, Recapitalizations, Acquisitions, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (B.A.), Finance
Edward Bolden Edward Bolden's BMO Capital Markets Experience 2009 - 2009
Job Associate at PCH Holdings Group, LLC
Industry Venture Capital & Private Equity
Experience
Panton Capital Holdings 2014 - Present
YP 2013 - 2014
Cadillac Jack, Inc. an Amaya Company 2012 - 2013
Wells Fargo Securities 2010 - 2012
BMO Capital Markets 2009 - 2009
UBS Investment Bank 2009 - 2009
Education
Morehouse College 2006 — 2010
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
Panton Capital Holdings 2014 - Present
YP 2013 - 2014
Cadillac Jack, Inc. an Amaya Company 2012 - 2013
Wells Fargo Securities 2010 - 2012
BMO Capital Markets 2009 - 2009
UBS Investment Bank 2009 - 2009
Education
Morehouse College 2006 — 2010
Bachelor's Degree, Finance
The London School of Economics and Political Science (LSE)
Josh Emberson Josh Emberson's BMO Capital Markets Experience July 2011 - January 2015
Job CoFounder at BreakingBayStreet.com
Industry Banking
Experience
BreakingBayStreet.com May 2015 - Present
BMO Capital Markets July 2011 - January 2015
Skills
Capital Markets, Valuation, Bloomberg, Financial Modeling, Investments, Portfolio Management, Investment Banking, Finance, Fixed Income, Corporate Finance, Equities, Financial Analysis, Microsoft Office, Economics, Strategy, Securities, Teamwork, Analysis, Structured Finance, Customer Service, Public Speaking, Leadership, PowerPoint
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Financial Economics
McMaster University 2004 — 2009
Economics
BreakingBayStreet.com May 2015 - Present
BMO Capital Markets July 2011 - January 2015
Skills
Capital Markets, Valuation, Bloomberg, Financial Modeling, Investments, Portfolio Management, Investment Banking, Finance, Fixed Income, Corporate Finance, Equities, Financial Analysis, Microsoft Office, Economics, Strategy, Securities, Teamwork, Analysis, Structured Finance, Customer Service, Public Speaking, Leadership, PowerPoint
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Financial Economics
McMaster University 2004 — 2009
Economics
Christophe Bourque Christophe Bourque's BMO Capital Markets Experience July 2008 - June 2010
Job Vice President at Tandem Expansion Fund
Industry Venture Capital & Private Equity
Experience
Tandem Expansion Fund June 2014 - Present
Tandem Expansion Fund May 2012 - June 2014
Tandem Expansion Fund September 2010 - April 2012
BMO Capital Markets July 2008 - June 2010
Canaccord Genuity Inc. January 2008 - June 2008
European Bank for Reconstruction and Development April 2007 - September 2007
Refco Trading Services May 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Equities, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Corporate Development, Investments, Management, Portfolio Management
Education
McGill University 2004 — 2007
B Com, Finance
Tandem Expansion Fund June 2014 - Present
Tandem Expansion Fund May 2012 - June 2014
Tandem Expansion Fund September 2010 - April 2012
BMO Capital Markets July 2008 - June 2010
Canaccord Genuity Inc. January 2008 - June 2008
European Bank for Reconstruction and Development April 2007 - September 2007
Refco Trading Services May 2005 - April 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Capital Markets, Investment Banking, Private Equity, Equities, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Corporate Development, Investments, Management, Portfolio Management
Education
McGill University 2004 — 2007
B Com, Finance
Judd Deppisch, CFA Judd Deppisch, CFA's BMO Capital Markets Experience March 2004 - Present
Job Director at BMO Capital Markets Corp.
Industry Investment Banking
Experience
BMO Capital Markets March 2004 - Present
Banc One Capital Markets February 2002 - March 2004
Bank One June 2000 - February 2002
Skills
Structured Finance, Securitization, Credit Analysis, Investments, Capital Markets, Finance, Banking, Leveraged Finance, Credit, Trading, Bonds, Structured Products, ABS, Loan Origination, Financial Analysis, Fixed Income, Loans, Investment Banking, Hedge Funds, Corporate Finance, Financial Institutions, Restructuring, Valuation, Bloomberg, Private Equity, Relationship Management, Series 7, Deal Execution, Financial Services, Series 63, Chartered Financial..., Fixed Income Analysis, ABCP, Asset-backed..., Transaction Origination, Debt, Structured Securities, Online Marketplace
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Management & Strategy, Analytical Consulting, Decision Sciences
Miami University 1996 — 2000
Bachelors of Science, Finance
Walsh Jesuit High School 1992 — 1996
BMO Capital Markets March 2004 - Present
Banc One Capital Markets February 2002 - March 2004
Bank One June 2000 - February 2002
Skills
Structured Finance, Securitization, Credit Analysis, Investments, Capital Markets, Finance, Banking, Leveraged Finance, Credit, Trading, Bonds, Structured Products, ABS, Loan Origination, Financial Analysis, Fixed Income, Loans, Investment Banking, Hedge Funds, Corporate Finance, Financial Institutions, Restructuring, Valuation, Bloomberg, Private Equity, Relationship Management, Series 7, Deal Execution, Financial Services, Series 63, Chartered Financial..., Fixed Income Analysis, ABCP, Asset-backed..., Transaction Origination, Debt, Structured Securities, Online Marketplace
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Management & Strategy, Analytical Consulting, Decision Sciences
Miami University 1996 — 2000
Bachelors of Science, Finance
Walsh Jesuit High School 1992 — 1996
Faisal Ladha Faisal Ladha's BMO Capital Markets Experience January 2010 - April 2010
Job Senior Consultant
Industry Financial Services
Experience
CPCS (West Africa Division) January 2014 - Present
CPCS January 2013 - December 2013
CIBC World Markets May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Financial Modeling, Credit Risk, Forecasting, Capital Markets, Due Diligence, Investments, Analysis, Bloomberg, Mergers & Acquisitions, Fixed Income, Investment Banking, Finance, Trading, Financial Services, Valuation, Corporate Finance, Project Finance, Equity Research, Credit, Portfolio Management, Emerging Markets, Business Analysis
Education
McMaster University 2009 — 2011
MBA, Strategic Business Valuation
University of Toronto at Scarborough 2004 — 2009
BBA, Finance
CPCS (West Africa Division) January 2014 - Present
CPCS January 2013 - December 2013
CIBC World Markets May 2011 - August 2011
Scotia Capital September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
Skills
Financial Analysis, Financial Modeling, Credit Risk, Forecasting, Capital Markets, Due Diligence, Investments, Analysis, Bloomberg, Mergers & Acquisitions, Fixed Income, Investment Banking, Finance, Trading, Financial Services, Valuation, Corporate Finance, Project Finance, Equity Research, Credit, Portfolio Management, Emerging Markets, Business Analysis
Education
McMaster University 2009 — 2011
MBA, Strategic Business Valuation
University of Toronto at Scarborough 2004 — 2009
BBA, Finance
Ian de Verteuil Ian de Verteuil's BMO Capital Markets Experience September 2011 - December 2013
Job Managing Director and Head of Portfolio Strategy, Quantitative and Technical Research at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets November 2014 - Present
BMO Capital Markets September 2011 - December 2013
CPP Investment Board September 2009 - January 2011
BMO Capital Markets September 1987 - September 2009
Education
The University of Western Ontario 1984 — 1986
MBA
McGill University 1981 — 1984
B. Sc., Chemistry
CIBC World Markets November 2014 - Present
BMO Capital Markets September 2011 - December 2013
CPP Investment Board September 2009 - January 2011
BMO Capital Markets September 1987 - September 2009
Education
The University of Western Ontario 1984 — 1986
MBA
McGill University 1981 — 1984
B. Sc., Chemistry
Bo Heitz Bo Heitz's BMO Capital Markets Experience June 2009 - August 2009
Job Strategic Development at Vail Resorts
Industry Leisure, Travel & Tourism
Experience
Vail Resorts October 2014 - Present
Farmer School of Business April 2012 - Present
The Riverside Company August 2012 - October 2014
William Blair and Company June 2010 - June 2012
BMO Capital Markets June 2009 - August 2009
Insight Beverages May 2008 - June 2008
The Classic Catering People September 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Valuation, Financial Services, Corporate Finance, Due Diligence, Capital Markets, Investments, M&A experience, Investment Banking, Financial Analysis
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance
Vail Resorts October 2014 - Present
Farmer School of Business April 2012 - Present
The Riverside Company August 2012 - October 2014
William Blair and Company June 2010 - June 2012
BMO Capital Markets June 2009 - August 2009
Insight Beverages May 2008 - June 2008
The Classic Catering People September 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Valuation, Financial Services, Corporate Finance, Due Diligence, Capital Markets, Investments, M&A experience, Investment Banking, Financial Analysis
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance
Nicole Guglielmo Nicole Guglielmo's BMO Capital Markets Experience August 2014 - September 2015
Job Human Resources Associate at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley September 2015 - Present
BMO Capital Markets August 2014 - September 2015
AG Electric May 2012 - August 2014
Single Throw August 2013 - April 2014
TowsonGlobal January 2013 - May 2013
TBC January 2013 - May 2013
Skills
Leadership, Public Speaking, Public Relations, Marketing Communications, Client Communication, Employee Benefits, Marketing, New Hire Orientations, Exit Interviews, Onboarding, Population Reporting, Microsoft Excel, Data Analysis, Campus Recruiting, Social Media, Social Media Marketing
Education
New York University 2014 — 2015
Certificate, Advanced Human Capital Management
Towson University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
The American University of Rome
Business Administration
Morgan Stanley September 2015 - Present
BMO Capital Markets August 2014 - September 2015
AG Electric May 2012 - August 2014
Single Throw August 2013 - April 2014
TowsonGlobal January 2013 - May 2013
TBC January 2013 - May 2013
Skills
Leadership, Public Speaking, Public Relations, Marketing Communications, Client Communication, Employee Benefits, Marketing, New Hire Orientations, Exit Interviews, Onboarding, Population Reporting, Microsoft Excel, Data Analysis, Campus Recruiting, Social Media, Social Media Marketing
Education
New York University 2014 — 2015
Certificate, Advanced Human Capital Management
Towson University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
The American University of Rome
Business Administration
Holly Holt Holly Holt's BMO Capital Markets Experience November 2007 - March 2010
Job Communications Professional
Industry Public Relations and Communications
Experience
SOC LLC June 2014 - Present
Levick Strategic Communications February 2012 - June 2014
The Neibart Group May 2011 - February 2012
BMO CAPITAL MARKETS (BMO) November 2007 - June 2011
BMO Capital Markets November 2007 - March 2010
ANNE'S ITALY November 2004 - August 2007
VIAS IMPORTS LTD April 2006 - April 2007
THE HIGHBURY GROUP January 2005 - March 2006
MOST ADVERTISING September 2003 - February 2004
ENTERCOM RADIO April 2003 - September 2003
Skills
Media Relations, Strategic Communications, Event Management, Crisis Management, Conference Management, Corporate Communications, Public Relations, Social Media, Communications Planning, Broadcast, Brand Development, Corporate Branding, Corporate Social..., Crisis Communications, Digital Marketing, Editing, Digital Media, Event Planning, Fundraising, Internal Communications, International Relations, Investor Relations, Market Research, Marketing, Press Releases, Public Affairs, Reputation Management, Research, Sponsorship
Education
New York University 2008 — 2010
Public Relations
University of Washington 1999 — 2004
BA, Communications & Public Relations
Centro Linguistico Italiano Dante Alighieri Firenze
SOC LLC June 2014 - Present
Levick Strategic Communications February 2012 - June 2014
The Neibart Group May 2011 - February 2012
BMO CAPITAL MARKETS (BMO) November 2007 - June 2011
BMO Capital Markets November 2007 - March 2010
ANNE'S ITALY November 2004 - August 2007
VIAS IMPORTS LTD April 2006 - April 2007
THE HIGHBURY GROUP January 2005 - March 2006
MOST ADVERTISING September 2003 - February 2004
ENTERCOM RADIO April 2003 - September 2003
Skills
Media Relations, Strategic Communications, Event Management, Crisis Management, Conference Management, Corporate Communications, Public Relations, Social Media, Communications Planning, Broadcast, Brand Development, Corporate Branding, Corporate Social..., Crisis Communications, Digital Marketing, Editing, Digital Media, Event Planning, Fundraising, Internal Communications, International Relations, Investor Relations, Market Research, Marketing, Press Releases, Public Affairs, Reputation Management, Research, Sponsorship
Education
New York University 2008 — 2010
Public Relations
University of Washington 1999 — 2004
BA, Communications & Public Relations
Centro Linguistico Italiano Dante Alighieri Firenze
Catalina Pacifico Catalina Pacifico's BMO Capital Markets Experience July 2011 - September 2011
Job Digital Strategist
Industry Management Consulting
Experience
Centric Digital July 2013 - Present
Williams-Sonoma, Inc., West Elm brand January 2013 - June 2013
Williams-Sonoma, Inc., West Elm brand April 2012 - February 2013
The Row, LLC / Dualstar Entertainment Group October 2011 - March 2012
BMO Capital Markets July 2011 - September 2011
Skills
Series 7, Microsoft Excel, Project Management, Market Research, Collaborative Problem..., PowerPoint, Microsoft Word, Microsoft Office, Photoshop, Digital Marketing, E-commerce, Social Media, Social Media Marketing, Retail, Strategy, Social Networking, Marketing, Advertising, Online Marketing, Analytics, Management, Digital Strategy, Brand Development, Integrated Marketing
Education
New York University 2007 — 2011
BA, Economics with Honors, Cumulative GPA: 3.97, Summa Cum Laude
Georgetown Day School 2004 — 2007
High School Diploma, High School
Jakarta International School 1997 — 2004
Elementary - High School
Centric Digital July 2013 - Present
Williams-Sonoma, Inc., West Elm brand January 2013 - June 2013
Williams-Sonoma, Inc., West Elm brand April 2012 - February 2013
The Row, LLC / Dualstar Entertainment Group October 2011 - March 2012
BMO Capital Markets July 2011 - September 2011
Skills
Series 7, Microsoft Excel, Project Management, Market Research, Collaborative Problem..., PowerPoint, Microsoft Word, Microsoft Office, Photoshop, Digital Marketing, E-commerce, Social Media, Social Media Marketing, Retail, Strategy, Social Networking, Marketing, Advertising, Online Marketing, Analytics, Management, Digital Strategy, Brand Development, Integrated Marketing
Education
New York University 2007 — 2011
BA, Economics with Honors, Cumulative GPA: 3.97, Summa Cum Laude
Georgetown Day School 2004 — 2007
High School Diploma, High School
Jakarta International School 1997 — 2004
Elementary - High School
Catherine Ann Richards, MALIS Catherine Ann Richards, MALIS's BMO Capital Markets Experience October 2004 - August 2015
Job Information Consultant at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2004 - August 2015
C. Berger Group, Inc. January 2002 - 2004
Ernst & Young, LLP November 1997 - October 2001
C. Berger Group, Inc. January 1997 - November 1997
William M. Mercer, Inc. April 1989 - December 1996
Skills
Factiva, Lotus Notes, Library, Microsoft Office, Databases, Lexis / Nexis, Supervisory Skills, Project Management, ProQuest, OneSource, Morningstar, Bloomberg Terminal, Dialog, Westlaw, Ebsco, Thomson Reuters CLEAR
Education
Northern Illinois University 1986 — 1988
Master of Arts, Library and Information Studies
Northeastern Illinois University 1970 — 1974
Bachelor of Arts (B.A.), Elementary Education
BMO Capital Markets October 2004 - August 2015
C. Berger Group, Inc. January 2002 - 2004
Ernst & Young, LLP November 1997 - October 2001
C. Berger Group, Inc. January 1997 - November 1997
William M. Mercer, Inc. April 1989 - December 1996
Skills
Factiva, Lotus Notes, Library, Microsoft Office, Databases, Lexis / Nexis, Supervisory Skills, Project Management, ProQuest, OneSource, Morningstar, Bloomberg Terminal, Dialog, Westlaw, Ebsco, Thomson Reuters CLEAR
Education
Northern Illinois University 1986 — 1988
Master of Arts, Library and Information Studies
Northeastern Illinois University 1970 — 1974
Bachelor of Arts (B.A.), Elementary Education
David Parrot David Parrot's BMO Capital Markets Experience July 2010 - December 2014
Job Managing Director Life Sciences Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2014 - Present
BMO Capital Markets July 2010 - December 2014
Montgomery & Co., LLC June 2009 - June 2010
Piper Jaffray June 1998 - June 2009
Skills
Lifesciences, Investment Banking, Capital Markets, Venture Capital, M&A execution, M&A analysis, Accounting, Financial Analysis, Financial Modeling, G&A, due diligence, Investor Relations, Team Leadership, initial public offerings, Corporate Finance, Financial Reporting, Budget Forecasts, Operating Budgets, Capital Budgeting, Capital Raising, Convertible Securities, Private Equity, debt capital markets, Strategic Financial..., Financial Audits, Biotechnology, Specialty Pharmaceutical, Generic Drugs
Education
Haas School of Business, UC Berkeley 1996 — 1998
Master of Business Administration (MBA), Finance, General
Middlebury College 1986 — 1990
Bachelor's degree, Economics
SunTrust Robinson Humphrey December 2014 - Present
BMO Capital Markets July 2010 - December 2014
Montgomery & Co., LLC June 2009 - June 2010
Piper Jaffray June 1998 - June 2009
Skills
Lifesciences, Investment Banking, Capital Markets, Venture Capital, M&A execution, M&A analysis, Accounting, Financial Analysis, Financial Modeling, G&A, due diligence, Investor Relations, Team Leadership, initial public offerings, Corporate Finance, Financial Reporting, Budget Forecasts, Operating Budgets, Capital Budgeting, Capital Raising, Convertible Securities, Private Equity, debt capital markets, Strategic Financial..., Financial Audits, Biotechnology, Specialty Pharmaceutical, Generic Drugs
Education
Haas School of Business, UC Berkeley 1996 — 1998
Master of Business Administration (MBA), Finance, General
Middlebury College 1986 — 1990
Bachelor's degree, Economics
Nathaniel Goulbourne Nathaniel Goulbourne's BMO Capital Markets Experience January 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets January 2014 - Present
BMO Capital Markets May 2013 - December 2013
PwC June 2012 - August 2012
GMP Securities May 2009 - August 2009
Education
Morehouse College 2010 — 2013
Bachelor of Arts (B.A.), Accounting, Magna Cum Laude: 3.78/4.0
Seneca College of Applied Arts and Technology 2009 — 2010
General Arts, Toronto, Ontario, Canada
Al Akhawayn University
Ifrane, Morocco, North Africa
Rajamangala University of Technology Krungthep
Bangkok, Thailand, Southeast Asia
BMO Capital Markets January 2014 - Present
BMO Capital Markets May 2013 - December 2013
PwC June 2012 - August 2012
GMP Securities May 2009 - August 2009
Education
Morehouse College 2010 — 2013
Bachelor of Arts (B.A.), Accounting, Magna Cum Laude: 3.78/4.0
Seneca College of Applied Arts and Technology 2009 — 2010
General Arts, Toronto, Ontario, Canada
Al Akhawayn University
Ifrane, Morocco, North Africa
Rajamangala University of Technology Krungthep
Bangkok, Thailand, Southeast Asia
Hitesh Dharamshi Hitesh Dharamshi's BMO Capital Markets Experience February 2008 - Present
Job Vice President at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets February 2008 - Present
BMO Financial Group April 2003 - February 2008
CIBC Mellon March 2001 - April 2003
Tata TDWaterhouse Securities Pvt. Ltd. December 1999 - October 2000
Tata Finance June 1995 - December 1999
Skills
Interest Rate..., Fixed Income, Capital Markets, Institutional Sales, Swaps, Derivatives, Bloomberg, Securities, Bonds, Portfolio Management, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Hedging, Structuring, Risk Management, Trading Systems, Financial Institutions, Market Risk, Investment Banking, Institutional..., Electronic Trading, Financial Structuring
Education
CFA Institute 2002 — 2005
CFA, Finance, Investments and Securities
Narsee Monjee Institute of Management Studies 1993 — 1995
MBA, Finance, General
Ramrao Adik Institute of technology 1986 — 1990
Bachelor of Engineering (B.E.), Computer Engineering
BMO Capital Markets February 2008 - Present
BMO Financial Group April 2003 - February 2008
CIBC Mellon March 2001 - April 2003
Tata TDWaterhouse Securities Pvt. Ltd. December 1999 - October 2000
Tata Finance June 1995 - December 1999
Skills
Interest Rate..., Fixed Income, Capital Markets, Institutional Sales, Swaps, Derivatives, Bloomberg, Securities, Bonds, Portfolio Management, Hedge Funds, Structured Products, Trading, Financial Markets, Options, Hedging, Structuring, Risk Management, Trading Systems, Financial Institutions, Market Risk, Investment Banking, Institutional..., Electronic Trading, Financial Structuring
Education
CFA Institute 2002 — 2005
CFA, Finance, Investments and Securities
Narsee Monjee Institute of Management Studies 1993 — 1995
MBA, Finance, General
Ramrao Adik Institute of technology 1986 — 1990
Bachelor of Engineering (B.E.), Computer Engineering
Sean Fiset's BMO Capital Markets Experience 2004 - 2005
Job Vice President at Newmark Knight Frank Devencore
Industry Commercial Real Estate
Experience
Newmark Knight Frank Devencore January 2015 - Present
Jones Lang LaSalle September 2011 - January 2015
Avison Young Commercial Real Estate September 2005 - August 2011
BMO Capital Markets 2004 - 2005
RBC Capital Markets 1998 - 2004
RBC Royal Bank 1995 - 1998
Skills
Needs Analysis, Financial Analysis, Strategic Planning, Transaction Management, Corporate Real Estate, Landlords, Location Intelligence, Real Estate, Tenant, Valuation, Disposition, Brokerage, Tenant Representation, Real Estate Economics, Lease Negotiations
Education
University of Toronto 2003 — 2004
Graduate Diploma
McGill University 1994 — 1998
Graduate Diploma
Queen's University 1992 — 1994
Bachelor of Arts
Newmark Knight Frank Devencore January 2015 - Present
Jones Lang LaSalle September 2011 - January 2015
Avison Young Commercial Real Estate September 2005 - August 2011
BMO Capital Markets 2004 - 2005
RBC Capital Markets 1998 - 2004
RBC Royal Bank 1995 - 1998
Skills
Needs Analysis, Financial Analysis, Strategic Planning, Transaction Management, Corporate Real Estate, Landlords, Location Intelligence, Real Estate, Tenant, Valuation, Disposition, Brokerage, Tenant Representation, Real Estate Economics, Lease Negotiations
Education
University of Toronto 2003 — 2004
Graduate Diploma
McGill University 1994 — 1998
Graduate Diploma
Queen's University 1992 — 1994
Bachelor of Arts
Ben Benson's BMO Capital Markets Experience 2011 - August 2012
Job Private Equity Associate at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners August 2012 - Present
BMO Capital Markets 2011 - August 2012
SRB Investment Services Group 2010 - 2011
Plymouth Rock Assurance June 2009 - August 2009
Skills
Private Equity, Financial Modeling, Valuation, Capital Markets, Growth Capital, Investment Banking, Due Diligence, Venture Capital, Investments, Mergers, Software, Enterprise Software, Buyouts, Mergers & Acquisitions, Financial Services
Education
Middlebury College 2007 — 2011
BA, Economics, Mathematics
LLR Partners August 2012 - Present
BMO Capital Markets 2011 - August 2012
SRB Investment Services Group 2010 - 2011
Plymouth Rock Assurance June 2009 - August 2009
Skills
Private Equity, Financial Modeling, Valuation, Capital Markets, Growth Capital, Investment Banking, Due Diligence, Venture Capital, Investments, Mergers, Software, Enterprise Software, Buyouts, Mergers & Acquisitions, Financial Services
Education
Middlebury College 2007 — 2011
BA, Economics, Mathematics
Winny Chow Winny Chow's BMO Capital Markets Experience January 1997 - October 1999
Job Director, Special Pricing Equity Derivatives Trader at Société Générale
Industry Banking
Experience
Société Générale January 2011 - Present
Societe Generale January 2006 - December 2010
Société Générale July 2003 - December 2005
Constellation Financial Management November 1999 - June 2003
BMO Capital Markets January 1997 - October 1999
Deutsche Bank June 1995 - December 1996
Skills
Structured Products, Equity Derivatives, Market Risk, Quantitative Finance, Professional Risk..., Financial Risk..., Chartered Financial..., Derivatives, Financial Markets, Financial Modeling, Valuation, Options, Trading, Hedging, Securitization, FRM, PRM
Education
New York University
Master of Science (MS), Statistics and Financial Engineering
University of Windsor
Master of Business Administration (MBA), Finance, General
University of Windsor
B.A., Mathematics
Société Générale January 2011 - Present
Societe Generale January 2006 - December 2010
Société Générale July 2003 - December 2005
Constellation Financial Management November 1999 - June 2003
BMO Capital Markets January 1997 - October 1999
Deutsche Bank June 1995 - December 1996
Skills
Structured Products, Equity Derivatives, Market Risk, Quantitative Finance, Professional Risk..., Financial Risk..., Chartered Financial..., Derivatives, Financial Markets, Financial Modeling, Valuation, Options, Trading, Hedging, Securitization, FRM, PRM
Education
New York University
Master of Science (MS), Statistics and Financial Engineering
University of Windsor
Master of Business Administration (MBA), Finance, General
University of Windsor
B.A., Mathematics
Eliana Uku's BMO Capital Markets Experience July 2015 - Present
Job Leveraged Finance Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - Present
Thinking Caps Group August 2012 - September 2013
LendKey Technologies June 2012 - September 2013
Forbes Magazine December 2012 - May 2013
Teaneck Volunteer Ambulance Corps May 2010 - June 2012
Fox Greenberg Public Relations January 2012 - March 2012
City College of New York July 2011 - August 2011
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Relations, Management, Critical Mention, CisionPoint, Factiva, Capital IQ, FactSet, Bloomberg
Education
Barnard College 2012 — 2015
Economics and Mathematics
New York University 2011 — 2012
Economics
Bergen County Academies 2007 — 2011
Academy for Medical Sciences and Technology
BMO Capital Markets July 2015 - Present
BMO Capital Markets June 2014 - Present
Thinking Caps Group August 2012 - September 2013
LendKey Technologies June 2012 - September 2013
Forbes Magazine December 2012 - May 2013
Teaneck Volunteer Ambulance Corps May 2010 - June 2012
Fox Greenberg Public Relations January 2012 - March 2012
City College of New York July 2011 - August 2011
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Relations, Management, Critical Mention, CisionPoint, Factiva, Capital IQ, FactSet, Bloomberg
Education
Barnard College 2012 — 2015
Economics and Mathematics
New York University 2011 — 2012
Economics
Bergen County Academies 2007 — 2011
Academy for Medical Sciences and Technology
Christie MacDonald, CFA Christie MacDonald, CFA's BMO Capital Markets Experience October 2013 - Present
Job Cross Business Structuring at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets October 2013 - Present
CMAC Group Inc. September 2012 - October 2012
TD Securities April 2006 - October 2011
TD Securities 1998 - April 2006
TD Securities 1993 - 1998
Central Guaranty Trust 1989 - 1991
Skills
Derivatives, Capital Markets, Bonds, Fixed Income, Trading, Securities, Interest Rate..., Swaps, Options, Money Market, Financial Markets, Risk Management, Market Risk, Hedging, Trading Systems, Structured Products, Credit Risk
Education
McMaster University 1985 — 1989
Honours B.Commerce, Finance & Marketing
BMO Capital Markets October 2013 - Present
CMAC Group Inc. September 2012 - October 2012
TD Securities April 2006 - October 2011
TD Securities 1998 - April 2006
TD Securities 1993 - 1998
Central Guaranty Trust 1989 - 1991
Skills
Derivatives, Capital Markets, Bonds, Fixed Income, Trading, Securities, Interest Rate..., Swaps, Options, Money Market, Financial Markets, Risk Management, Market Risk, Hedging, Trading Systems, Structured Products, Credit Risk
Education
McMaster University 1985 — 1989
Honours B.Commerce, Finance & Marketing
Alfred Huang Alfred Huang's BMO Capital Markets Experience August 2005 - August 2007
Job Senior Consultant at Bank Of Montreal
Industry Financial Services
Experience
Bank Of Montreal September 2011 - Present
Toronto Stock Exchange (TSX) TECHNOLOGIES August 2010 - September 2011
CGI Group February 2009 - August 2010
SCOTIA CAPITAL August 2008 - February 2009
TSX Group August 2007 - August 2008
BMO Capital Markets August 2005 - August 2007
Bank of Montreal 2005 - 2007
Etrade Financial August 2004 - August 2005
Reuters Financial Software March 2001 - August 2004
Keane Canada 2003 - 2004
Skills
Trading Systems, Equities, SDLC, Market Data, Sybase, Software Development, Risk Management, Oracle, Java, Solaris, Linux, SOA
Education
National Chiao Tung University 1991 — 1993
Master of Science, ComputerInformationManagement
Xi'an Jiaotong University 1991 — 1993
Master's degree, Computer Information Systems Management
National Chung Hsing University 1983 — 1987
B. BA, Statistics
Bank Of Montreal September 2011 - Present
Toronto Stock Exchange (TSX) TECHNOLOGIES August 2010 - September 2011
CGI Group February 2009 - August 2010
SCOTIA CAPITAL August 2008 - February 2009
TSX Group August 2007 - August 2008
BMO Capital Markets August 2005 - August 2007
Bank of Montreal 2005 - 2007
Etrade Financial August 2004 - August 2005
Reuters Financial Software March 2001 - August 2004
Keane Canada 2003 - 2004
Skills
Trading Systems, Equities, SDLC, Market Data, Sybase, Software Development, Risk Management, Oracle, Java, Solaris, Linux, SOA
Education
National Chiao Tung University 1991 — 1993
Master of Science, ComputerInformationManagement
Xi'an Jiaotong University 1991 — 1993
Master's degree, Computer Information Systems Management
National Chung Hsing University 1983 — 1987
B. BA, Statistics
Chris Gessner, CFA Chris Gessner, CFA's BMO Capital Markets Experience July 2006 - January 2012
Job Director at Peninsula Capital Partners
Industry Venture Capital & Private Equity
Experience
Peninsula Capital Partners February 2012 - Present
BMO Capital Markets July 2006 - January 2012
Cochran Caronia Waller May 2005 - July 2006
Skills
Investment Banking, Corporate Finance, Credit Analysis, Mergers, Financial Modeling, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Michigan State University 2000 — 2003
BA, Finance
Peninsula Capital Partners February 2012 - Present
BMO Capital Markets July 2006 - January 2012
Cochran Caronia Waller May 2005 - July 2006
Skills
Investment Banking, Corporate Finance, Credit Analysis, Mergers, Financial Modeling, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Michigan State University 2000 — 2003
BA, Finance
Neethu M. Paul's BMO Capital Markets Experience June 2014 - April 2015
Job Financial Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group May 2015 - Present
BMO Capital Markets June 2014 - April 2015
McMaster Economics Society March 2014 - April 2015
McMaster University March 2014 - May 2014
McMaster University September 2013 - April 2014
Rogers Communications May 2013 - August 2013
WIND Mobile January 2013 - April 2013
McMaster University September 2011 - September 2012
Education
Project Management Institute 2015 — 2015
Certified Associate in Project Management (CAPM)
McMaster University 2010 — 2015
Honours Economics
McMaster University 2010 — 2015
Business Studies Certificate
McMaster University 2013 — 2014
Dr. Mary E. Keyes Certificate of Leadership Development
Trivandrum International School 2009 — 2010
Cambridge International Experience A-Levels
British International School of Jeddah 2004 — 2008
Cambridge International Experience IGCSE
BMO Financial Group May 2015 - Present
BMO Capital Markets June 2014 - April 2015
McMaster Economics Society March 2014 - April 2015
McMaster University March 2014 - May 2014
McMaster University September 2013 - April 2014
Rogers Communications May 2013 - August 2013
WIND Mobile January 2013 - April 2013
McMaster University September 2011 - September 2012
Education
Project Management Institute 2015 — 2015
Certified Associate in Project Management (CAPM)
McMaster University 2010 — 2015
Honours Economics
McMaster University 2010 — 2015
Business Studies Certificate
McMaster University 2013 — 2014
Dr. Mary E. Keyes Certificate of Leadership Development
Trivandrum International School 2009 — 2010
Cambridge International Experience A-Levels
British International School of Jeddah 2004 — 2008
Cambridge International Experience IGCSE
Giovanni Poggenpoel Giovanni Poggenpoel's BMO Capital Markets Experience May 2015 - Present
Job Equity Derivatives Sales and Trading Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets May 2015 - Present
Scotiabank Global Banking and Markets September 2014 - December 2014
Sunnybrook Health Sciences Centre January 2014 - April 2014
Western University May 2011 - April 2012
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA), Co-op, Finance
The University of Western Ontario 2008 — 2012
Bachelor of Medical Science (BMSc), Honours Biochemistry
BMO Capital Markets May 2015 - Present
Scotiabank Global Banking and Markets September 2014 - December 2014
Sunnybrook Health Sciences Centre January 2014 - April 2014
Western University May 2011 - April 2012
Education
McMaster University 2013 — 2015
Master of Business Administration (MBA), Co-op, Finance
The University of Western Ontario 2008 — 2012
Bachelor of Medical Science (BMSc), Honours Biochemistry
Janiqua Codrington Janiqua Codrington's BMO Capital Markets Experience November 2009 - February 2013
Job Business Analyst at BMO Capital Markets
Industry Investment Banking
Experience
First Protocol 2014 - 2014
First Protocol 2014 - 2014
BMO Capital Markets November 2009 - February 2013
Clarion Partners LLC October 2007 - June 2009
Detica August 2003 - April 2005
Education
New York Theological Seminary 2010 — 2013
Master of Divinity (M.Div.), Divinity/Ministry
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Marketing
First Protocol 2014 - 2014
First Protocol 2014 - 2014
BMO Capital Markets November 2009 - February 2013
Clarion Partners LLC October 2007 - June 2009
Detica August 2003 - April 2005
Education
New York Theological Seminary 2010 — 2013
Master of Divinity (M.Div.), Divinity/Ministry
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Marketing
Daniel Levine, CFA Daniel Levine, CFA's BMO Capital Markets Experience October 2010 - Present
Job VicePresident, Institutional Equity Sales at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets October 2010 - Present
JPMorgan January 2008 - July 2010
Desjardins August 2006 - December 2007
Skills
Bloomberg, Equities, Capital Markets
Education
McGill University 2003 — 2006
Bachelor of Commerce, Finance
BMO Capital Markets October 2010 - Present
JPMorgan January 2008 - July 2010
Desjardins August 2006 - December 2007
Skills
Bloomberg, Equities, Capital Markets
Education
McGill University 2003 — 2006
Bachelor of Commerce, Finance
Jonathan Ercole Jonathan Ercole's BMO Capital Markets Experience June 2009 - August 2009
Job Product Manager at Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals November 2014 - Present
Valeant Pharmaceuticals February 2014 - November 2014
Valeant Pharmaceuticals February 2012 - February 2014
EBX-Associates June 2010 - March 2012
BMO Capital Markets June 2009 - August 2009
Tradition Financial Services June 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Competitive Analysis, Mergers, Research, Data Analysis, Financial Analysis, Business Development, Market Research, Mergers & Acquisitions, Management, Pharmaceutical Industry, Marketing
Education
Middlebury College 2006 — 2010
BA, Political Science
Delbarton School 2000 — 2006
Valeant Pharmaceuticals November 2014 - Present
Valeant Pharmaceuticals February 2014 - November 2014
Valeant Pharmaceuticals February 2012 - February 2014
EBX-Associates June 2010 - March 2012
BMO Capital Markets June 2009 - August 2009
Tradition Financial Services June 2008 - August 2008
Skills
Financial Modeling, Due Diligence, Valuation, Competitive Analysis, Mergers, Research, Data Analysis, Financial Analysis, Business Development, Market Research, Mergers & Acquisitions, Management, Pharmaceutical Industry, Marketing
Education
Middlebury College 2006 — 2010
BA, Political Science
Delbarton School 2000 — 2006
David Fidler, MBA, CFA David Fidler, MBA, CFA's BMO Capital Markets Experience 2010 - 2012
Job Investment Banking at KPMG Corporate Finance Inc.
Industry Financial Services
Experience
BMO Capital Markets 2010 - 2012
BMO Capital Markets 2007 - 2010
Executive Risk Governance Advisors 2006 - 2007
Education
McMaster University
Master of Business Administration (MBA)
McMaster University
Bachelor of Commerce (B.Com.)
BMO Capital Markets 2010 - 2012
BMO Capital Markets 2007 - 2010
Executive Risk Governance Advisors 2006 - 2007
Education
McMaster University
Master of Business Administration (MBA)
McMaster University
Bachelor of Commerce (B.Com.)
Nadine (Ramsahai) Rijkhoff Nadine (Ramsahai) Rijkhoff's BMO Capital Markets Experience January 2015 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2015 - Present
Capco August 2013 - December 2014
Capco June 2012 - July 2013
IBM May 2011 - August 2011
TD Bank May 2010 - August 2010
CPP Investment Board April 2009 - May 2010
CPP Investment Board October 2006 - March 2009
State Street Bank GmbH October 2004 - October 2006
State Street Trust Company Canada 2002 - 2004
Skills
Business Analysis, Program Management, Management Consulting, Process Improvement, Change Management
Education
Rotman School of Management 2010 — 2012
MBA, Strategy / Finance
CMA Ontario
Certified Management Accountant (CMA) designation
McMaster University
Hons Bachelor of Commerce, Accounting + Finance
Woodlands
BMO Capital Markets January 2015 - Present
Capco August 2013 - December 2014
Capco June 2012 - July 2013
IBM May 2011 - August 2011
TD Bank May 2010 - August 2010
CPP Investment Board April 2009 - May 2010
CPP Investment Board October 2006 - March 2009
State Street Bank GmbH October 2004 - October 2006
State Street Trust Company Canada 2002 - 2004
Skills
Business Analysis, Program Management, Management Consulting, Process Improvement, Change Management
Education
Rotman School of Management 2010 — 2012
MBA, Strategy / Finance
CMA Ontario
Certified Management Accountant (CMA) designation
McMaster University
Hons Bachelor of Commerce, Accounting + Finance
Woodlands
Agnese Caruso Agnese Caruso's BMO Capital Markets Experience May 2003 - February 2006
Job Internal Communications Specialist at Canadian Blood Services
Industry Public Relations and Communications
Experience
Canadian Blood Services August 2015 - Present
Rogers Communications February 2013 - April 2015
PwC March 2006 - February 2013
BMO Capital Markets May 2003 - February 2006
Skills
Research, Knowledge Management, Internal Communications, Research Project..., Web Content Management, Corporate Communications, Strategic Communications, Change Management, Industry Analysis, research and analysis, Writing, Event Management, Content Management
Education
University of Toronto 2001 — 2003
MISt., Master of Information Studies
McMaster University 1996 — 2001
B.A. Hons.
Canadian Blood Services August 2015 - Present
Rogers Communications February 2013 - April 2015
PwC March 2006 - February 2013
BMO Capital Markets May 2003 - February 2006
Skills
Research, Knowledge Management, Internal Communications, Research Project..., Web Content Management, Corporate Communications, Strategic Communications, Change Management, Industry Analysis, research and analysis, Writing, Event Management, Content Management
Education
University of Toronto 2001 — 2003
MISt., Master of Information Studies
McMaster University 1996 — 2001
B.A. Hons.
Dustin Vincent Dustin Vincent's BMO Capital Markets Experience April 2007 - November 2008
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Fan Yang, MBA Fan Yang, MBA's BMO Capital Markets Experience August 2010 - October 2011
Job Accounting and Control Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets October 2011 - Present
BMO Capital Markets August 2010 - October 2011
Investors Group Financial Services Inc. February 2010 - June 2010
Pyxis Investment June 2007 - December 2009
Unidomain Canada Trading Inc. September 2007 - August 2008
Swift Trade Inc. March 2006 - September 2006
Justice Institute of British Columbia, Richmond March 2005 - September 2005
Skills
Portfolio Management, Financial Analysis, International Project..., Derivatives, Fixed Income, Financial Markets, Risk Management, Bloomberg, Capital Markets, Equities, Business Development, Investments
Education
McMaster University 2008 — 2009
MBA, Finance and Accounting
McMaster University 2003 — 2007
B.Comm, Finance and Economics
CIBC World Markets October 2011 - Present
BMO Capital Markets August 2010 - October 2011
Investors Group Financial Services Inc. February 2010 - June 2010
Pyxis Investment June 2007 - December 2009
Unidomain Canada Trading Inc. September 2007 - August 2008
Swift Trade Inc. March 2006 - September 2006
Justice Institute of British Columbia, Richmond March 2005 - September 2005
Skills
Portfolio Management, Financial Analysis, International Project..., Derivatives, Fixed Income, Financial Markets, Risk Management, Bloomberg, Capital Markets, Equities, Business Development, Investments
Education
McMaster University 2008 — 2009
MBA, Finance and Accounting
McMaster University 2003 — 2007
B.Comm, Finance and Economics
Inna Bochkova Inna Bochkova's BMO Capital Markets Experience November 2010 - August 2013
Job Susquehanna International Group
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Susquehanna International Group, LLP (SIG) July 2014 - Present
BMO Capital Markets November 2010 - August 2013
Cowen and Company March 2009 - August 2010
Societe Generale July 2007 - February 2009
Miller Tabak March 2001 - July 2007
Merrill Lynch May 2000 - March 2001
Ladenburg Thalmann September 1999 - May 2000
Russian Exchange May 1997 - December 1998
Skills
Equity Derivatives, Investment Banking, Securities, Options, Equities, Trading, Hedge Funds, Derivatives, FX trading, Electronic Trading, Financial Risk, Equity Trading, Mutual Funds, Technical Analysis, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Investments, Trading Systems, Financial Markets, FX Options, Structured Products, Options Strategies, Fixed Income, ETFs, Equity Research, Emerging Markets, Hedging, Portfolio Management, Currency, Swaps, Valuation
Education
New York University
American Institute of Business and Economics
Baku Institute of Social Administration and Political Science
Baku Institute of Social Administration and Political Science, International Business School
Rene Lo, CPA, CA's BMO Capital Markets Experience September 2015 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets September 2015 - Present
PwC July 2014 - August 2015
PwC September 2012 - June 2014
TD May 2012 - September 2012
Degroote Accounting Association September 2011 - April 2012
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) September 2009 - April 2010
Degroote Accounting Association September 2008 - April 2009
Skills
Accounts Receivable, Auditing, Customer Service, Financial Reporting, Accounting, Financial Statements, IFRS, Internal Controls, Financial Modeling, Valuation
Education
McMaster University 2008 — 2012
Honors Bachelor of Commerce (B.Com.), Accounting
BMO Capital Markets September 2015 - Present
PwC July 2014 - August 2015
PwC September 2012 - June 2014
TD May 2012 - September 2012
Degroote Accounting Association September 2011 - April 2012
Chartered Professional Accountants of Ontario (The Institute of Chartered Accountants of Ontario) September 2009 - April 2010
Degroote Accounting Association September 2008 - April 2009
Skills
Accounts Receivable, Auditing, Customer Service, Financial Reporting, Accounting, Financial Statements, IFRS, Internal Controls, Financial Modeling, Valuation
Education
McMaster University 2008 — 2012
Honors Bachelor of Commerce (B.Com.), Accounting
Daisy Benipal, MBA Daisy Benipal, MBA's BMO Capital Markets Experience August 2010 - July 2012
Job Consultant at BMO Financial Group
Industry Management Consulting
Experience
BMO July 2012 - Present
BMO Capital Markets August 2010 - July 2012
Honda of Canada Mfg. May 2007 - June 2009
Honda of Canada Mfg. May 2005 - August 2006
Linux Professional Institute May 2004 - December 2004
Skills
Project Management, Leadership, Business Analysis, SDLC, Business Strategy, Requirements Gathering, Business Requirements, Requirements Analysis, Risk Management, Software Project..., Change Management, Management Consulting, Consulting, Data Analysis, Process Improvement, Banking, Business Process..., Business Intelligence, Vendor Management, Business Process, Visio, Integration, Analysis, IT Strategy, Enterprise Architecture, Analytics, PMO, Project Delivery, CRM, Team Leadership, Financial Services, Strategy, Program Management, Project Portfolio..., PMP, Cross-functional Team..., User Acceptance Testing, MS Project, Process Engineering, Microsoft Project
Education
York University - Schulich School of Business 2009 — 2010
MBA
McMaster University 2001 — 2007
Engineering and Management
BMO July 2012 - Present
BMO Capital Markets August 2010 - July 2012
Honda of Canada Mfg. May 2007 - June 2009
Honda of Canada Mfg. May 2005 - August 2006
Linux Professional Institute May 2004 - December 2004
Skills
Project Management, Leadership, Business Analysis, SDLC, Business Strategy, Requirements Gathering, Business Requirements, Requirements Analysis, Risk Management, Software Project..., Change Management, Management Consulting, Consulting, Data Analysis, Process Improvement, Banking, Business Process..., Business Intelligence, Vendor Management, Business Process, Visio, Integration, Analysis, IT Strategy, Enterprise Architecture, Analytics, PMO, Project Delivery, CRM, Team Leadership, Financial Services, Strategy, Program Management, Project Portfolio..., PMP, Cross-functional Team..., User Acceptance Testing, MS Project, Process Engineering, Microsoft Project
Education
York University - Schulich School of Business 2009 — 2010
MBA
McMaster University 2001 — 2007
Engineering and Management
Altaf Remtulla Altaf Remtulla's BMO Capital Markets Experience June 2004 - March 2013
Job Director, Sales Operations and Strategy, Bazaarvoice
Industry Internet
Experience
Bazaarvoice April 2013 - Present
BMO Capital Markets June 2004 - March 2013
J.P. Morgan May 1998 - August 2001
Deutsche Bank September 1996 - October 1997
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Strategy, Capital Structure, Business Development, Equities, Strategic Thinking, Financial Structuring, Financial Analysis, Leadership, Finance, Sales Operations, Sales Management
Education
McGill University
BComm, Finance
University of Alberta
Doctor of Law (J.D.), Law
Bazaarvoice April 2013 - Present
BMO Capital Markets June 2004 - March 2013
J.P. Morgan May 1998 - August 2001
Deutsche Bank September 1996 - October 1997
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Strategy, Capital Structure, Business Development, Equities, Strategic Thinking, Financial Structuring, Financial Analysis, Leadership, Finance, Sales Operations, Sales Management
Education
McGill University
BComm, Finance
University of Alberta
Doctor of Law (J.D.), Law
David Mar David Mar's BMO Capital Markets Experience July 2013 - Present
Job Service Specialist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2013 - Present
Citi January 1994 - Present
Citi January 1996 - December 1997
Citi January 1996 - January 1997
Prudential Financial November 1988 - December 1993
BNY Mellon October 1980 - August 1988
Skills
Funding, Problem Solving, Settlements, Derivatives, Reconciliation, Securities, Equities, Account Reconciliation, Settlement, Mutual Funds, Trading, Fixed Income, Payments, Accounting
Education
New York University 1970 — 1975
Bachelor of Science, Fine Arts
BMO Capital Markets July 2013 - Present
Citi January 1994 - Present
Citi January 1996 - December 1997
Citi January 1996 - January 1997
Prudential Financial November 1988 - December 1993
BNY Mellon October 1980 - August 1988
Skills
Funding, Problem Solving, Settlements, Derivatives, Reconciliation, Securities, Equities, Account Reconciliation, Settlement, Mutual Funds, Trading, Fixed Income, Payments, Accounting
Education
New York University 1970 — 1975
Bachelor of Science, Fine Arts
Thomas Grace Thomas Grace's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Bank of Canada May 2010 - August 2010
IBM Canada May 2009 - August 2009
IBM Company May 2008 - August 2008
Education
McGill University
Bachelor of Commerce, Finance
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Bank of Canada May 2010 - August 2010
IBM Canada May 2009 - August 2009
IBM Company May 2008 - August 2008
Education
McGill University
Bachelor of Commerce, Finance
Kellene Callahan's BMO Capital Markets Experience August 2014 - Present
Job Analyst at Barclays Capital
Industry Financial Services
Experience
BMO Capital Markets August 2014 - Present
Barclays Capital March 2011 - June 2014
UBS June 2010 - December 2010
Citigroup January 2010 - June 2010
Law Offices of Eric Ervin/Eric Ervin Presents April 2009 - August 2009
Bedford Courthouse December 2006 - May 2007
Skills
Investment Banking, Equities, Fixed Income, Management, Hedge Funds, Investments, Private Equity, Capital Markets
Education
New York University 2007 — 2010
BA, Economics
BMO Capital Markets August 2014 - Present
Barclays Capital March 2011 - June 2014
UBS June 2010 - December 2010
Citigroup January 2010 - June 2010
Law Offices of Eric Ervin/Eric Ervin Presents April 2009 - August 2009
Bedford Courthouse December 2006 - May 2007
Skills
Investment Banking, Equities, Fixed Income, Management, Hedge Funds, Investments, Private Equity, Capital Markets
Education
New York University 2007 — 2010
BA, Economics
Neil Perk's BMO Capital Markets Experience May 2011 - August 2011
Job Vice President at Equity Exploration Consultants Ltd.
Industry Mining & Metals
Experience
Equity Exploration Consultants Ltd. October 2011 - Present
BMO Capital Markets May 2011 - August 2011
Equity Exploration Consultants Ltd March 2007 - August 2010
Doublestar Resources Ltd. 2006 - 2007
Skills
Geology, Mineral Exploration, Valuation, Geological Mapping, Minerals
Education
McGill University 2010 — 2012
MBA, Finance
University of Victoria 2001 — 2006
B.Sc (Hons with Distinction), Earth Science
Equity Exploration Consultants Ltd. October 2011 - Present
BMO Capital Markets May 2011 - August 2011
Equity Exploration Consultants Ltd March 2007 - August 2010
Doublestar Resources Ltd. 2006 - 2007
Skills
Geology, Mineral Exploration, Valuation, Geological Mapping, Minerals
Education
McGill University 2010 — 2012
MBA, Finance
University of Victoria 2001 — 2006
B.Sc (Hons with Distinction), Earth Science
Andrei Goloubentsev Andrei Goloubentsev's BMO Capital Markets Experience July 2007 - December 2011
Job Director, Risk Analytics at Bank of America
Industry Investment Banking
Experience
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Bank of America July 2013 - Present
CME Group December 2011 - June 2013
BMO Capital Markets July 2007 - December 2011
Credit Suisse September 2006 - June 2007
Wachovia Securities 2003 - 2006
CIBC World Markets April 2000 - June 2003
CIBC January 1998 - March 2000
Algorithmics 1996 - 1996
University of Toronto 1990 - 1996
Kourchatov Institute 1986 - 1990
Skills
Derivatives, Interest Rate..., Quantitative Finance, Credit Derivatives, Equity Derivatives, Fixed Income, Market Risk, Quantitative Analytics, Options, Swaps, Financial Modeling, Equities, Risk Management, Structured Products
Education
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1976 — 1986
PhD, Physics
Catherine Neville, PMP,RMP Catherine Neville, PMP,RMP's BMO Capital Markets Experience February 2012 - 2014
Job Volcker Program Manager at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal July 2014 - Present
BMO Capital Markets February 2012 - 2014
RBC Capital Markets August 2010 - December 2011
RBC Dominion Securities October 2009 - August 2010
INTRIA Items/ CIBC December 2008 - October 2009
RBC Dexia Investor Services 2007 - 2008
Castek Ltd 2006 - 2007
Royal and Sun Alliance October 2005 - July 2006
Manulife Financial Corporation / John Hancock 1999 - 2003
Manulife Financial 1994 - 2002
Skills
SDLC, Release Management, PMP, Program Management, Vendor Management, PMO, IT Strategy, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Change Management, Project Management, Business Analysis, Enterprise Architecture
Education
University of Toronto 1982 — 1985
BSC, Computer Science
Memorial University of Newfoundland
Mathematics
Bank of Montreal July 2014 - Present
BMO Capital Markets February 2012 - 2014
RBC Capital Markets August 2010 - December 2011
RBC Dominion Securities October 2009 - August 2010
INTRIA Items/ CIBC December 2008 - October 2009
RBC Dexia Investor Services 2007 - 2008
Castek Ltd 2006 - 2007
Royal and Sun Alliance October 2005 - July 2006
Manulife Financial Corporation / John Hancock 1999 - 2003
Manulife Financial 1994 - 2002
Skills
SDLC, Release Management, PMP, Program Management, Vendor Management, PMO, IT Strategy, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Change Management, Project Management, Business Analysis, Enterprise Architecture
Education
University of Toronto 1982 — 1985
BSC, Computer Science
Memorial University of Newfoundland
Mathematics
Sarah Jadavji's BMO Capital Markets Experience January 2014 - September 2014
Job AML Consultant SME
Industry Banking
Experience
Allsec Financial Services - Standard Chartered Bank April 2015 - Present
BMO Financial Group September 2014 - February 2015
BMO Capital Markets January 2014 - September 2014
Groupe Dynamite July 2013 - March 2014
RBC November 2011 - April 2012
RBC June 2010 - November 2011
McMaster University September 2009 - April 2010
Skills
Training, Customer Service, Leadership, Teamwork, Critical Thinking, Time Management, Analytical Skills, Writing, Organization, Always Punctual, Analytics, Highly detail oriented, Human Resources, French, Employee Benefits, Microsoft Office, Independent Thinking, Fraud Detection, Problem Solving, Dependable Team Player, Escalation Resolution, General Administrative..., Childcare, Computer Proficiency, Essays, Analysis, Anti Money Laundering, KYC, Investigation, Research
Education
York University 2010 — 2015
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
McMaster University 2008 — 2010
English and French
Richview Collegiate Institute 2007 — 2008
Diploma
Allsec Financial Services - Standard Chartered Bank April 2015 - Present
BMO Financial Group September 2014 - February 2015
BMO Capital Markets January 2014 - September 2014
Groupe Dynamite July 2013 - March 2014
RBC November 2011 - April 2012
RBC June 2010 - November 2011
McMaster University September 2009 - April 2010
Skills
Training, Customer Service, Leadership, Teamwork, Critical Thinking, Time Management, Analytical Skills, Writing, Organization, Always Punctual, Analytics, Highly detail oriented, Human Resources, French, Employee Benefits, Microsoft Office, Independent Thinking, Fraud Detection, Problem Solving, Dependable Team Player, Escalation Resolution, General Administrative..., Childcare, Computer Proficiency, Essays, Analysis, Anti Money Laundering, KYC, Investigation, Research
Education
York University 2010 — 2015
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
McMaster University 2008 — 2010
English and French
Richview Collegiate Institute 2007 — 2008
Diploma
Chuang Zhu Chuang Zhu's BMO Capital Markets Experience 2014 - 2014
Job Senior Analyst, Corporate Finance M&A at KPMG
Industry Investment Banking
Experience
KPMG 2015 - Present
BMO Capital Markets 2014 - 2014
Desjardins 2013 - 2014
Desjardins 2012 - 2013
Apple 2011 - 2012
Bell 2010 - 2011
Dragon de Chine 2006 - 2011
Education
McGill University - Desautels Faculty of Management 2011 — 2014
Bachelor of Commerce
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
International Exchange
Champlain St. Lawrence College 2009 — 2011
Diploma of College Studies (DEC)
KPMG 2015 - Present
BMO Capital Markets 2014 - 2014
Desjardins 2013 - 2014
Desjardins 2012 - 2013
Apple 2011 - 2012
Bell 2010 - 2011
Dragon de Chine 2006 - 2011
Education
McGill University - Desautels Faculty of Management 2011 — 2014
Bachelor of Commerce
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2013
International Exchange
Champlain St. Lawrence College 2009 — 2011
Diploma of College Studies (DEC)
Robert Kelsall's BMO Capital Markets Experience 2007 - Present
Job Managing Director, Global Fixed Income, Currencies & Commodities at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2007 - Present
Casgrain & Company Ltd. 1997 - 2006
ScotiaMcLeod 1996 - 1997
Casgrain & Company Ltd. 1988 - 1996
Education
McGill University 1986 — 1988
Master of Business Administration (MBA), Finance & International Business
McGill University 1982 — 1986
Bachelor of Commerce (BCom), Management Policy
BMO Capital Markets 2007 - Present
Casgrain & Company Ltd. 1997 - 2006
ScotiaMcLeod 1996 - 1997
Casgrain & Company Ltd. 1988 - 1996
Education
McGill University 1986 — 1988
Master of Business Administration (MBA), Finance & International Business
McGill University 1982 — 1986
Bachelor of Commerce (BCom), Management Policy
Abraheem Abdulla Abraheem Abdulla's BMO Capital Markets Experience July 2007 - September 2008
Job Principal at Verus Partners & Co.
Industry Investment Banking
Experience
Verus Partners & Co. May 2014 - Present
CIBC World Markets March 2010 - April 2014
DIB Capital September 2008 - February 2010
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Capital Markets, LBO, Microsoft Excel, Investment Banking, Microsoft Word, Valuation, Customer Service, PowerPoint, Microsoft Office, Due Diligence, Corporate Development, Private Equity, Financial Analysis, Investments
Education
McGill University
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Verus Partners & Co. May 2014 - Present
CIBC World Markets March 2010 - April 2014
DIB Capital September 2008 - February 2010
BMO Capital Markets July 2007 - September 2008
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Capital Markets, LBO, Microsoft Excel, Investment Banking, Microsoft Word, Valuation, Customer Service, PowerPoint, Microsoft Office, Due Diligence, Corporate Development, Private Equity, Financial Analysis, Investments
Education
McGill University
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering
Jane (Yuqing) Xie Jane (Yuqing) Xie's BMO Capital Markets Experience 2012 - 2012
Job Finance
Industry Financial Services
Experience
RBC September 2014 - Present
Sun Life Financials May 2014 - September 2014
CIBC World Markets 2013 - 2014
BMO Capital Markets 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital Markets, Financial Statement..., Corporate Finance, Data Analysis, Valuation, Accounting, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Economics, Financial Accounting, Finance, Strategy, Credit Analysis, Equities, Investments, Analysis, Risk Management, Portfolio Management
Education
CFA Institute
McMaster University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategic Business Valuation
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Accounting
RBC September 2014 - Present
Sun Life Financials May 2014 - September 2014
CIBC World Markets 2013 - 2014
BMO Capital Markets 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Capital Markets, Financial Statement..., Corporate Finance, Data Analysis, Valuation, Accounting, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Economics, Financial Accounting, Finance, Strategy, Credit Analysis, Equities, Investments, Analysis, Risk Management, Portfolio Management
Education
CFA Institute
McMaster University 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategic Business Valuation
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Accounting
Tyler Buckingham's BMO Capital Markets Experience November 2013 - Present
Job Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2013 - Present
Horizon Partners June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Lowenstein Sandler LLP June 2010 - August 2010
Skills
Microsoft Office, Financial Services, Investment Banking, PowerPoint, Microsoft Excel
Education
Middlebury College 2009 — 2013
BA, Economics & Mathematics, cum laude
Montclair High School 2005 — 2009
BMO Capital Markets November 2013 - Present
Horizon Partners June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Lowenstein Sandler LLP June 2010 - August 2010
Skills
Microsoft Office, Financial Services, Investment Banking, PowerPoint, Microsoft Excel
Education
Middlebury College 2009 — 2013
BA, Economics & Mathematics, cum laude
Montclair High School 2005 — 2009
Lindsey Romes Lindsey Romes's BMO Capital Markets Experience April 2011 - January 2012
Job Product Manager at Eze Software Group
Industry Capital Markets
Experience
Eze Software Group September 2014 - Present
Northern Trust August 2011 - September 2014
BMO Capital Markets April 2011 - January 2012
BMO Capital Markets August 2009 - April 2011
SecondMarket, Inc. July 2008 - July 2009
Fifth Third Bank May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Bonds, Market Analysis, Equities, SWIFT messaging, Securities, Series 7, Series 63, International..., Charles River IMS, Trading Systems, Capital Markets, EMSX, Options, Derivatives, Trading, Investments, Hedge Funds, Portfolio Management, OATS, Project Management, Technology Product..., Omgeo, Operations, Agile Methodologies, JIRA
Education
Miami University 2004 — 2008
Bachelor's Degree, Finance
Eze Software Group September 2014 - Present
Northern Trust August 2011 - September 2014
BMO Capital Markets April 2011 - January 2012
BMO Capital Markets August 2009 - April 2011
SecondMarket, Inc. July 2008 - July 2009
Fifth Third Bank May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Bonds, Market Analysis, Equities, SWIFT messaging, Securities, Series 7, Series 63, International..., Charles River IMS, Trading Systems, Capital Markets, EMSX, Options, Derivatives, Trading, Investments, Hedge Funds, Portfolio Management, OATS, Project Management, Technology Product..., Omgeo, Operations, Agile Methodologies, JIRA
Education
Miami University 2004 — 2008
Bachelor's Degree, Finance
Michael D. Evans, MBA's BMO Capital Markets Experience March 2010 - December 2011
Job Associate at Setter Capital Inc.
Industry Investment Banking
Experience
Setter Capital Inc. March 2012 - Present
BMO Capital Markets March 2010 - December 2011
RBC Capital Markets, Global Investment Banking April 2008 - August 2009
Skills
Business Valuation, Excel, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Financial Modeling, Hedge Funds, Corporate Finance, Investments, Private Equity, Finance, Mergers & Acquisitions, Venture Capital, Equity Research, IPO, Valuation, Due Diligence, Alternative Investments
Education
McMaster University 2007 — 2012
MBA, Finance
University of Guelph 2003 — 2007
B.COMM (Hons), Management Economics and Finance
Setter Capital Inc. March 2012 - Present
BMO Capital Markets March 2010 - December 2011
RBC Capital Markets, Global Investment Banking April 2008 - August 2009
Skills
Business Valuation, Excel, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Equities, Derivatives, Financial Modeling, Hedge Funds, Corporate Finance, Investments, Private Equity, Finance, Mergers & Acquisitions, Venture Capital, Equity Research, IPO, Valuation, Due Diligence, Alternative Investments
Education
McMaster University 2007 — 2012
MBA, Finance
University of Guelph 2003 — 2007
B.COMM (Hons), Management Economics and Finance
Tatiana Martin-Fenouillet Tatiana Martin-Fenouillet's BMO Capital Markets Experience July 2010 - Present
Job Credit Analyst Leveraged Finance
Industry Capital Markets
Experience
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
BMO Capital Markets July 2010 - Present
BMO Capital Markets July 2007 - June 2010
Oppenheimer & Co. May 2006 - August 2006
Edward Jones March 2006 - May 2006
Skills
Financial Modeling, Investment Banking, Leveraged Finance, Economics, Credit, Capital Markets, Valuation, Corporate Finance, Bloomberg, Finance, Credit Analysis, Research, Desk Analyst, High Yield Bonds, Leveraged Loans
Education
New York University 2011 — 2011
Whittier College 2003 — 2007
Bachelor of Arts, Economics, 3.86
Sean Straker Sean Straker's BMO Capital Markets Experience May 2014 - Present
Job
Industry Banking
Experience
BMO Capital Markets May 2014 - Present
BMO Financial Group December 2007 - April 2014
Scotiabank May 2006 - September 2006
Strategy First Inc March 2000 - August 2004
PricewaterhouseCoopers August 1998 - May 1999
Skills
Internal Audit, Internal Controls, Risk Management, Capital Markets, ICAAP, Basel II, Basel III, Capital, Treasury Management, Market Risk
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA
McGill University 1992 — 1995
B.Com, Accounting and MIS
BMO Capital Markets May 2014 - Present
BMO Financial Group December 2007 - April 2014
Scotiabank May 2006 - September 2006
Strategy First Inc March 2000 - August 2004
PricewaterhouseCoopers August 1998 - May 1999
Skills
Internal Audit, Internal Controls, Risk Management, Capital Markets, ICAAP, Basel II, Basel III, Capital, Treasury Management, Market Risk
Education
University of Toronto - Rotman School of Management 2005 — 2007
MBA
McGill University 1992 — 1995
B.Com, Accounting and MIS
Travon T. Jackson's BMO Capital Markets Experience July 2015 - September 2015
Job Specialist | Debtfinancing
Industry Banking
Experience
BMO Capital Markets July 2015 - September 2015
BMO Capital Markets June 2014 - August 2014
BMO Capital Markets June 2013 - August 2013
The United States Department of Agriculture November 2012 - May 2013
Office of the New York State Comptroller January 2013 - January 2013
KeyBank May 2012 - August 2012
MarketForce Co. July 2011 - August 2011
The Alliance for Quality Education June 2011 - August 2011
YMCA September 2010 - August 2011
YMCA September 2010 - June 2011
Skills
Public Speaking, Community Outreach, Nonprofits, Research, Microsoft Office, Analysis, Community Development, Data Analysis, Public Policy, Policy Analysis, Microsoft Word, Board of Director..., Non-profit Board..., Business Strategy, Market Research, Community Relations, Development Economics, Investment Banking, Public Finance, Financial Analysis, Board of Directors, Event Planning
Education
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Urban Planning, Cum Laude
Troy High School 2007 — 2011
Regents Diploma, Advanced, Honors
BMO Capital Markets July 2015 - September 2015
BMO Capital Markets June 2014 - August 2014
BMO Capital Markets June 2013 - August 2013
The United States Department of Agriculture November 2012 - May 2013
Office of the New York State Comptroller January 2013 - January 2013
KeyBank May 2012 - August 2012
MarketForce Co. July 2011 - August 2011
The Alliance for Quality Education June 2011 - August 2011
YMCA September 2010 - August 2011
YMCA September 2010 - June 2011
Skills
Public Speaking, Community Outreach, Nonprofits, Research, Microsoft Office, Analysis, Community Development, Data Analysis, Public Policy, Policy Analysis, Microsoft Word, Board of Director..., Non-profit Board..., Business Strategy, Market Research, Community Relations, Development Economics, Investment Banking, Public Finance, Financial Analysis, Board of Directors, Event Planning
Education
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Urban Planning, Cum Laude
Troy High School 2007 — 2011
Regents Diploma, Advanced, Honors
Vineet Joshi Vineet Joshi's BMO Capital Markets Experience March 2014 - April 2015
Job Senior Regulatory Consultant AML/KYC, Dodd Frank
Industry Financial Services
Experience
Société Générale September 2015 - Present
BMO Capital Markets March 2014 - April 2015
JPMorgan Chase & Co. December 2013 - March 2014
Barclays December 2012 - August 2013
NY TRANSPORTATION INSURANCE CORP November 2009 - December 2012
PERISCOPE TECHNOLOGY SERVICES February 2008 - November 2009
AXA Equitable, LLC February 2001 - September 2007
DEUTSCHE BANK / NDB GROUP January 1999 - January 2001
TD Waterhouse January 1997 - January 1999
Skills
Operations and..., Transaction Management, Securities Trading..., Investments, Compliance, Banking, Financial Management, Trading, Managerial Finance, Policy, Securities, Hedging, AML, Options, Wealth Management, Fixed Income, Capital Markets, Asset Managment, Cross-functional Team..., Mergers & Acquisitions, Leadership, Equities, Insurance, Financial Advisory, Financial Services, Fundamental Analysis, Series 6, Budgets, Credit, Management, Finance, Investment Advisory, Mutual Funds, Portfolio Management, Investment Banking, Financial Analysis, Financial Modeling, Strategic Planning, Series 7, Hedge Funds, Executive Management, Financial Risk, Asset Management, Risk Management, Alternative Investments, Accounting, Due Diligence, Training, Strategic Financial..., Series 63
Education
New York University
Bachelor of Arts (BA), Economics
Société Générale September 2015 - Present
BMO Capital Markets March 2014 - April 2015
JPMorgan Chase & Co. December 2013 - March 2014
Barclays December 2012 - August 2013
NY TRANSPORTATION INSURANCE CORP November 2009 - December 2012
PERISCOPE TECHNOLOGY SERVICES February 2008 - November 2009
AXA Equitable, LLC February 2001 - September 2007
DEUTSCHE BANK / NDB GROUP January 1999 - January 2001
TD Waterhouse January 1997 - January 1999
Skills
Operations and..., Transaction Management, Securities Trading..., Investments, Compliance, Banking, Financial Management, Trading, Managerial Finance, Policy, Securities, Hedging, AML, Options, Wealth Management, Fixed Income, Capital Markets, Asset Managment, Cross-functional Team..., Mergers & Acquisitions, Leadership, Equities, Insurance, Financial Advisory, Financial Services, Fundamental Analysis, Series 6, Budgets, Credit, Management, Finance, Investment Advisory, Mutual Funds, Portfolio Management, Investment Banking, Financial Analysis, Financial Modeling, Strategic Planning, Series 7, Hedge Funds, Executive Management, Financial Risk, Asset Management, Risk Management, Alternative Investments, Accounting, Due Diligence, Training, Strategic Financial..., Series 63
Education
New York University
Bachelor of Arts (BA), Economics
James Maldonado's BMO Capital Markets Experience March 2011 - Present
Job Global Equity Products
Industry Banking
Experience
BMO Capital Markets March 2011 - Present
Bank of America Merrill Lynch October 2010 - March 2011
Societe Generale July 2008 - October 2010
Bear Stearns September 2007 - June 2008
Deloitte & Touche LLP June 2007 - August 2007
Banc of America Securities October 2006 - June 2007
Deloitte & Touche LLP June 2006 - August 2006
Skills
Middle Office, Interest Rate..., Finance, Fixed Income, Credit, Equities, Trading, Financial Modeling, Banking, Options, Corporate Finance, Equity Derivatives, Auditing, Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Risk Management, Valuation, Securities, Financial Markets, Bonds, Structured Products, Analysis
Education
Montclair State University 2005 — 2007
Bachelors, Accounting
BMO Capital Markets March 2011 - Present
Bank of America Merrill Lynch October 2010 - March 2011
Societe Generale July 2008 - October 2010
Bear Stearns September 2007 - June 2008
Deloitte & Touche LLP June 2007 - August 2007
Banc of America Securities October 2006 - June 2007
Deloitte & Touche LLP June 2006 - August 2006
Skills
Middle Office, Interest Rate..., Finance, Fixed Income, Credit, Equities, Trading, Financial Modeling, Banking, Options, Corporate Finance, Equity Derivatives, Auditing, Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Analysis, Risk Management, Valuation, Securities, Financial Markets, Bonds, Structured Products, Analysis
Education
Montclair State University 2005 — 2007
Bachelors, Accounting
Paul Chikes's BMO Capital Markets Experience May 2011 - May 2012
Job Associate at Canyon Capital Advisors
Industry Investment Management
Experience
Canyon Capital Advisors September 2014 - Present
Two Sigma Securities May 2012 - September 2014
BMO Capital Markets May 2011 - May 2012
RBC Capital Markets October 2007 - May 2011
Wachovia Securities 2004 - 2007
Skills
Asset Management, Securities, Trading, Securities Lending, Microsoft Office, Equities, Back Office, Corporate Actions, Derivatives, Financial Risk, Portfolio Management, Series 63, Bloomberg, Options, Capital Markets, Fixed Income, Hedge Funds, Commodity
Education
North Carolina State University - College of Management 2000 — 2004
Canyon Capital Advisors September 2014 - Present
Two Sigma Securities May 2012 - September 2014
BMO Capital Markets May 2011 - May 2012
RBC Capital Markets October 2007 - May 2011
Wachovia Securities 2004 - 2007
Skills
Asset Management, Securities, Trading, Securities Lending, Microsoft Office, Equities, Back Office, Corporate Actions, Derivatives, Financial Risk, Portfolio Management, Series 63, Bloomberg, Options, Capital Markets, Fixed Income, Hedge Funds, Commodity
Education
North Carolina State University - College of Management 2000 — 2004
Alyssa (Dillon) Jefferies, MNA, CFRE's BMO Capital Markets Experience 2007 - 2008
Job Senior Development Manager at JDRF International
Industry Nonprofit Organization Management
Experience
JDRF International July 2015 - Present
JDRF July 2013 - June 2015
PAWS Chicago February 2013 - July 2013
PAWS Chicago October 2011 - February 2013
The Anti-Cruelty Society July 2010 - October 2011
The Anti-Cruelty Society January 2009 - July 2010
BPO Elks USA February 2008 - January 2009
BMO Capital Markets 2007 - 2008
Tucker Pups 2007 - 2007
Palm Beach Zoo at Dreher Park 2006 - 2006
Skills
Raiser's Edge, Microsoft Office, Kintera/Sphere, Donor Relations, Donor Recognition, Annual Giving, Individual Giving, Grant Writing, Grant Research, Direct Mail, Social Media Marketing, Board Relations, Non-profit Events, Donor Research, Nonprofit Leadership, Animal Welfare, Animal Behavior, Fundraising, Database Administration, Grants, Facebook, Event Planning, Social Media, Stewardship, Marketing Communications, Community Relations, Fundraisers, Non-profits, Donor Acquisition, Multi-channel Marketing, Donor Management, Database Marketing, Community Development, Press Releases, Nonprofits, Philanthropy, Direct Marketing, Public Speaking, Editing, Volunteer Management, Non-profit..., Blogging, Program Development, Community Outreach, Planned Giving, Program Management, Newsletters, Training, Email Marketing, Salesforce.com
Education
North Park University 2009 — 2012
Master's degree, Non Profit Administration (MNA)
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Brain, Behavior & Cognitive Science
Oakland University 2003 — 2004
JDRF International July 2015 - Present
JDRF July 2013 - June 2015
PAWS Chicago February 2013 - July 2013
PAWS Chicago October 2011 - February 2013
The Anti-Cruelty Society July 2010 - October 2011
The Anti-Cruelty Society January 2009 - July 2010
BPO Elks USA February 2008 - January 2009
BMO Capital Markets 2007 - 2008
Tucker Pups 2007 - 2007
Palm Beach Zoo at Dreher Park 2006 - 2006
Skills
Raiser's Edge, Microsoft Office, Kintera/Sphere, Donor Relations, Donor Recognition, Annual Giving, Individual Giving, Grant Writing, Grant Research, Direct Mail, Social Media Marketing, Board Relations, Non-profit Events, Donor Research, Nonprofit Leadership, Animal Welfare, Animal Behavior, Fundraising, Database Administration, Grants, Facebook, Event Planning, Social Media, Stewardship, Marketing Communications, Community Relations, Fundraisers, Non-profits, Donor Acquisition, Multi-channel Marketing, Donor Management, Database Marketing, Community Development, Press Releases, Nonprofits, Philanthropy, Direct Marketing, Public Speaking, Editing, Volunteer Management, Non-profit..., Blogging, Program Development, Community Outreach, Planned Giving, Program Management, Newsletters, Training, Email Marketing, Salesforce.com
Education
North Park University 2009 — 2012
Master's degree, Non Profit Administration (MNA)
University of Michigan 2003 — 2007
Bachelor of Arts (BA), Brain, Behavior & Cognitive Science
Oakland University 2003 — 2004
A.J. Donnell, CPA A.J. Donnell, CPA's BMO Capital Markets Experience January 2013 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets January 2013 - Present
Deloitte & Touche September 2011 - January 2013
Miami University August 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Skills
SEC filings, CPA, Financial Reporting, GAAP, Auditing, Financial Analysis, Equity Valuation, Financial Modeling, Accounting, Corporate Finance, Internal Audit, SEC Filings
Education
Miami University 2010 — 2011
M.S., Accountancy
Miami University 2007 — 2010
B.S., Accountancy
BMO Capital Markets January 2013 - Present
Deloitte & Touche September 2011 - January 2013
Miami University August 2010 - May 2011
Deloitte & Touche June 2010 - August 2010
Skills
SEC filings, CPA, Financial Reporting, GAAP, Auditing, Financial Analysis, Equity Valuation, Financial Modeling, Accounting, Corporate Finance, Internal Audit, SEC Filings
Education
Miami University 2010 — 2011
M.S., Accountancy
Miami University 2007 — 2010
B.S., Accountancy
Jamil Taylor Jamil Taylor's BMO Capital Markets Experience July 2008 - July 2011
Job CoFounder and Partner, Alpine Capital Group, LLC
Industry Real Estate
Experience
Alpine Capital Group, LLC November 2014 - Present
VCap Investment Group June 2013 - December 2014
LaSalle Capital Group August 2011 - January 2013
BMO Capital Markets July 2008 - July 2011
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Finance, Financial Modeling, Financial Analysis, Corporate Finance
Education
Morehouse College 2004 — 2008
Bachelor of Arts (BA), Finance
Alpine Capital Group, LLC November 2014 - Present
VCap Investment Group June 2013 - December 2014
LaSalle Capital Group August 2011 - January 2013
BMO Capital Markets July 2008 - July 2011
Skills
Valuation, Private Equity, Venture Capital, Investment Banking, Investments, Mergers & Acquisitions, Finance, Financial Modeling, Financial Analysis, Corporate Finance
Education
Morehouse College 2004 — 2008
Bachelor of Arts (BA), Finance
John DiChristina John DiChristina's BMO Capital Markets Experience April 2013 - Present
Job BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2013 - Present
RBS Global Banking & Markets 2008 - 2012
ABN AMRO Bank N.V. 2004 - 2008
ABN AMRO Bank N.V. 1998 - 2004
ABN AMRO Bank N.V. 1995 - 1998
Peoples Westchester Savings Bank 1990 - 1994
Skills
Series 99, Business Writing, High Impact..., Management essentials, Equities, Securities Lending, Middle Office, Fixed Income, Capital Markets, Liquidity, Derivatives, Management, Prime Brokerage, Securities, Financial Services, Cash Management, Equity Derivatives, Trading, Investment Banking, Risk Management, Banking
Education
Mount Saint Mary College 1986 — 1990
Bachelor of Science (BS), Accounting
Archbishop Stepinac High School 1982 — 1986
BMO Capital Markets April 2013 - Present
RBS Global Banking & Markets 2008 - 2012
ABN AMRO Bank N.V. 2004 - 2008
ABN AMRO Bank N.V. 1998 - 2004
ABN AMRO Bank N.V. 1995 - 1998
Peoples Westchester Savings Bank 1990 - 1994
Skills
Series 99, Business Writing, High Impact..., Management essentials, Equities, Securities Lending, Middle Office, Fixed Income, Capital Markets, Liquidity, Derivatives, Management, Prime Brokerage, Securities, Financial Services, Cash Management, Equity Derivatives, Trading, Investment Banking, Risk Management, Banking
Education
Mount Saint Mary College 1986 — 1990
Bachelor of Science (BS), Accounting
Archbishop Stepinac High School 1982 — 1986
Seacel Ho Seacel Ho's BMO Capital Markets Experience July 2007 - June 2010
Job AVP, Commercial Portfolio Manager at First Midwest Bank
Industry Hospital & Health Care
Experience
First Midwest Bank February 2015 - Present
FirstMerit Bank September 2010 - December 2014
BMO Capital Markets July 2007 - June 2010
General Electric May 2006 - August 2006
Tecnológico de Monterrey August 2005 - December 2005
3M May 2005 - August 2005
Comerica Bank May 2004 - August 2004
Skills
Credit Analysis, Sales Prospecting, Portfolio Management, Covenant Compliance, Collateral Management, Financial Modeling, Meet Deadlines, Risk Assessment, Credit Risk, Microsoft Excel, Cross-functional Team..., Restaurant Management, Loss Mitigation, Healthcare Industry, Document Review, Leadership, Organization &..., Loans, Commercial Banking, Financial Analysis, Banking, Due Diligence, Credit, Analysis, Investments, Finance
Education
Michigan State University 2003 — 2007
BA, Finance, International Business, magna cum laude
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
First Midwest Bank February 2015 - Present
FirstMerit Bank September 2010 - December 2014
BMO Capital Markets July 2007 - June 2010
General Electric May 2006 - August 2006
Tecnológico de Monterrey August 2005 - December 2005
3M May 2005 - August 2005
Comerica Bank May 2004 - August 2004
Skills
Credit Analysis, Sales Prospecting, Portfolio Management, Covenant Compliance, Collateral Management, Financial Modeling, Meet Deadlines, Risk Assessment, Credit Risk, Microsoft Excel, Cross-functional Team..., Restaurant Management, Loss Mitigation, Healthcare Industry, Document Review, Leadership, Organization &..., Loans, Commercial Banking, Financial Analysis, Banking, Due Diligence, Credit, Analysis, Investments, Finance
Education
Michigan State University 2003 — 2007
BA, Finance, International Business, magna cum laude
Michigan State University - The Eli Broad College of Business 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
Matt DeFrank Matt DeFrank's BMO Capital Markets Experience July 2011 - February 2014
Job Portfolio Analyst
Industry Investment Management
Experience
Cortland Capital Market Services February 2014 - Present
BMO Capital Markets July 2011 - February 2014
Walgreens Corporate Tax Department May 2009 - March 2011
Skills
Settlement, Trading, Fixed Income, Microsoft Excel
Education
Miami University 2006 — 2010
Finance, Economics, Business
Deerfield High School 2002 — 2006
High School
Cortland Capital Market Services February 2014 - Present
BMO Capital Markets July 2011 - February 2014
Walgreens Corporate Tax Department May 2009 - March 2011
Skills
Settlement, Trading, Fixed Income, Microsoft Excel
Education
Miami University 2006 — 2010
Finance, Economics, Business
Deerfield High School 2002 — 2006
High School
Naomi Oakley Naomi Oakley's BMO Capital Markets Experience August 2011 - Present
Job Intern Student in Capital Marketing at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets August 2011 - Present
Education
New Mexico State University 2001 — 2011
Bachelor's degree, Marketing/Marketing Management, General
BMO Capital Markets August 2011 - Present
Education
New Mexico State University 2001 — 2011
Bachelor's degree, Marketing/Marketing Management, General
Paul Van Gilder Paul Van Gilder's BMO Capital Markets Experience June 2013 - August 2013
Job Investment Analyst at MERS of Michigan
Industry Investment Management
Experience
Municipal Employees' Retirement System of Michigan June 2014 - Present
Municipal Employees' Retirement System of Michigan January 2012 - June 2014
BMO Capital Markets June 2013 - August 2013
Michigan State University August 2012 - December 2012
Skills
Asset Allocation, Fixed Income Portfolio..., Alternative Investments, Risk Management, Research, Bloomberg Terminal, Financial Analysis
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Finance
CFA Level III Candidate
Municipal Employees' Retirement System of Michigan June 2014 - Present
Municipal Employees' Retirement System of Michigan January 2012 - June 2014
BMO Capital Markets June 2013 - August 2013
Michigan State University August 2012 - December 2012
Skills
Asset Allocation, Fixed Income Portfolio..., Alternative Investments, Risk Management, Research, Bloomberg Terminal, Financial Analysis
Education
Michigan State University 2010 — 2014
Bachelor's Degree, Finance
CFA Level III Candidate
Mark Keuroghlian's BMO Capital Markets Experience June 2013 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
RBC May 2011 - May 2013
Ontario Power Generation May 2010 - August 2010
Skills
Derivatives, Capital Markets, Risk Management, SunGard Adaptiv, Reconciliations, Bloomberg Terminal, Reuters 3000, WallStreetSystem, Markitwire, TriResolve, Calypso, ImagineSystem, EndureSystem, Sentry, EMIR, Dodd-Frank, ISDA, Mark to Market, Credit Risk, Market Risk, Credit Support..., UAT Coordination, Finance, Financial Analysis, Valuation, Trading, FX Options, Business Analysis, Financial Modeling, Microsoft Office, Team Leadership
Education
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Specialty: Finance, Minor: Economics
BMO Capital Markets June 2013 - Present
RBC May 2011 - May 2013
Ontario Power Generation May 2010 - August 2010
Skills
Derivatives, Capital Markets, Risk Management, SunGard Adaptiv, Reconciliations, Bloomberg Terminal, Reuters 3000, WallStreetSystem, Markitwire, TriResolve, Calypso, ImagineSystem, EndureSystem, Sentry, EMIR, Dodd-Frank, ISDA, Mark to Market, Credit Risk, Market Risk, Credit Support..., UAT Coordination, Finance, Financial Analysis, Valuation, Trading, FX Options, Business Analysis, Financial Modeling, Microsoft Office, Team Leadership
Education
McMaster University 2007 — 2011
Honours Bachelor of Commerce, Specialty: Finance, Minor: Economics
Genny Jon's BMO Capital Markets Experience January 2012 - April 2012
Job Reference/Circulation Assistant at York University
Industry Information Services
Experience
York University January 2015 - Present
York University August 2014 - January 2015
York University April 2014 - August 2014
York University September 2013 - April 2014
Ask a Librarian service - Ontario Council of University Libraries September 2012 - April 2014
University of Western Ontario September 2011 - April 2013
Depository Services Program, PWGSC September 2012 - December 2012
BMO Capital Markets January 2012 - April 2012
Cassels Brock & Blackwell LLP May 2009 - March 2011
IBM Canada Ltd March 2006 - November 2008
Skills
Business Information, Web Content Management, Competitive Intelligence, Databases, Intranet, Knowledge Management, Business Intelligence, Information Management, Business Analysis, Market Research, Business Development, Project Management
Education
The University of Western Ontario 2011 — 2013
MLIS, Library & Information Science
University of Toronto 2009 — 2011
Marketing Certificate, Includes competitive intelligence
The University of Georgia 2004 — 2005
Certificate, Market Research Core Body of Knowledge
McMaster University 1992 — 1994
B. Eng., Chemical Engineering
McMaster University 1988 — 1992
Honours B. Sc., Chemistry
York University January 2015 - Present
York University August 2014 - January 2015
York University April 2014 - August 2014
York University September 2013 - April 2014
Ask a Librarian service - Ontario Council of University Libraries September 2012 - April 2014
University of Western Ontario September 2011 - April 2013
Depository Services Program, PWGSC September 2012 - December 2012
BMO Capital Markets January 2012 - April 2012
Cassels Brock & Blackwell LLP May 2009 - March 2011
IBM Canada Ltd March 2006 - November 2008
Skills
Business Information, Web Content Management, Competitive Intelligence, Databases, Intranet, Knowledge Management, Business Intelligence, Information Management, Business Analysis, Market Research, Business Development, Project Management
Education
The University of Western Ontario 2011 — 2013
MLIS, Library & Information Science
University of Toronto 2009 — 2011
Marketing Certificate, Includes competitive intelligence
The University of Georgia 2004 — 2005
Certificate, Market Research Core Body of Knowledge
McMaster University 1992 — 1994
B. Eng., Chemical Engineering
McMaster University 1988 — 1992
Honours B. Sc., Chemistry
Ben Isler's BMO Capital Markets Experience 2008 - 2008
Job Partner at Kitchfix (formerly CJK Foods)
Industry Food Production
Experience
Kitchfix January 2013 - Present
Liquid Capital May 2011 - November 2012
The Cochlan Group September 2008 - December 2010
Griffin, Kubik, Stephens, and Thompson, Inc. April 2007 - September 2008
BMO Capital Markets 2008 - 2008
Careerbuilder.com May 2006 - April 2007
Skills
Bonds, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Investments, Options, Account Management, Equities, Salesforce.com, Finance, New Business Development, Derivatives, Asset Managment, Series 7, Cold Calling, Asset Allocation, Financial Markets, Sales
Education
Miami University 2000 — 2004
Bachelor of Science, FInance
Kitchfix January 2013 - Present
Liquid Capital May 2011 - November 2012
The Cochlan Group September 2008 - December 2010
Griffin, Kubik, Stephens, and Thompson, Inc. April 2007 - September 2008
BMO Capital Markets 2008 - 2008
Careerbuilder.com May 2006 - April 2007
Skills
Bonds, Financial Modeling, Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Investments, Options, Account Management, Equities, Salesforce.com, Finance, New Business Development, Derivatives, Asset Managment, Series 7, Cold Calling, Asset Allocation, Financial Markets, Sales
Education
Miami University 2000 — 2004
Bachelor of Science, FInance
William Masters's BMO Capital Markets Experience 2004 - 2011
Job Advisor at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2013 - Present
BMO Harris Bank (under contract with The Salem Group) February 2012 - June 2013
BMO Capital Markets 2004 - 2011
BMO Capital Markets 2002 - 2004
Harris N.A. 2000 - 2002
Harris N.A. 1997 - 2000
Skills
Process Improvement, Change Management, Product Management, Forecasting, Strategy, Banking, Payments, Team Leadership
Education
Northern Illinois University 1980 — 1984
BMO Harris Bank June 2013 - Present
BMO Harris Bank (under contract with The Salem Group) February 2012 - June 2013
BMO Capital Markets 2004 - 2011
BMO Capital Markets 2002 - 2004
Harris N.A. 2000 - 2002
Harris N.A. 1997 - 2000
Skills
Process Improvement, Change Management, Product Management, Forecasting, Strategy, Banking, Payments, Team Leadership
Education
Northern Illinois University 1980 — 1984
Jonathen Suriyakumar's BMO Capital Markets Experience September 2012 - September 2013
Job Business Analyst at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets June 2014 - Present
BMO Financial Group March 2014 - June 2014
BMO Capital Markets September 2012 - September 2013
RBC Capital Markets January 2010 - September 2012
Skills
VBA, SQL, SharePoint, JIRA, User Acceptance Testing, Data Modeling, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Financial Analysis
Education
McMaster University 2006 — 2011
Bachelor of Engineering, Mechatronics Engineering
CIBC World Markets June 2014 - Present
BMO Financial Group March 2014 - June 2014
BMO Capital Markets September 2012 - September 2013
RBC Capital Markets January 2010 - September 2012
Skills
VBA, SQL, SharePoint, JIRA, User Acceptance Testing, Data Modeling, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, Financial Modeling, Financial Analysis
Education
McMaster University 2006 — 2011
Bachelor of Engineering, Mechatronics Engineering
Igor Pogutse's BMO Capital Markets Experience October 2009 - March 2010
Job Sr. Consultant at Scotia Capital
Industry Computer Software
Experience
Scotia Capital 2010 - Present
BMO Capital Markets October 2009 - March 2010
Alpha Trading Systems March 2009 - October 2009
Perimeter Financial 2006 - 2009
SS&C Technologies 2005 - 2006
FMC 1998 - 2005
Cameco Corporation 1996 - 1997
University of Saskatchewan 1994 - 1995
Skills
Trading Systems, Sybase, Market Data, Electronic Trading, Derivatives, SDLC, Microsoft SQL Server, .NET, C#, Java, SQL, Python, FIX, ASP.NET, Unix, Business Analysis, Capital Markets, Requirements Gathering, Software Development, Databases, Requirements Analysis, Agile Methodologies, Solaris, Analysis, Software Project..., Web Services, Enterprise Architecture, T-SQL, Unix Shell Scripting, PL/SQL, UML, Solution Architecture, Oracle, XML, Systems Analysis, WCF, Data Warehousing, Integration, Java Enterprise Edition, Spring, Business Intelligence, JMS, Application Architecture, SOAP
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1979 — 1985
Scotia Capital 2010 - Present
BMO Capital Markets October 2009 - March 2010
Alpha Trading Systems March 2009 - October 2009
Perimeter Financial 2006 - 2009
SS&C Technologies 2005 - 2006
FMC 1998 - 2005
Cameco Corporation 1996 - 1997
University of Saskatchewan 1994 - 1995
Skills
Trading Systems, Sybase, Market Data, Electronic Trading, Derivatives, SDLC, Microsoft SQL Server, .NET, C#, Java, SQL, Python, FIX, ASP.NET, Unix, Business Analysis, Capital Markets, Requirements Gathering, Software Development, Databases, Requirements Analysis, Agile Methodologies, Solaris, Analysis, Software Project..., Web Services, Enterprise Architecture, T-SQL, Unix Shell Scripting, PL/SQL, UML, Solution Architecture, Oracle, XML, Systems Analysis, WCF, Data Warehousing, Integration, Java Enterprise Edition, Spring, Business Intelligence, JMS, Application Architecture, SOAP
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1979 — 1985
Ashkan Haghighat, PhD's BMO Capital Markets Experience 2001 - 2006
Job Healthcare Financial & Strategic Consulting
Industry Investment Management
Experience
Persis LP January 2011 - Present
Sectoral Asset Management 2008 - 2011
Credit Suisse Securities LLC 2006 - 2008
BMO Capital Markets 2001 - 2006
Caprion Pharmaceuticals 1997 - 2000
McGill University 1990 - 1998
Skills
Corporate Finance, Equities, Capital Markets, Mergers, Investments, Biotechnology, Investment Banking, Due Diligence, Financial Analysis, Asset Management, Valuation, Pharmaceuticals, Business Strategy, Equity Research, Business Development, Entrepreneurship, Financial Services, Pharmaceutical Industry, Derivatives, M&A experience, Investment Strategies, Trading Systems, Mergers & Acquisitions, DCF, Asset Managment, Hedge Funds, Management, Restructuring, Analysis, Start-ups, Private Equity, Strategy, Financial Markets, Finance, Financial Structuring, Venture Capital, Financial Modeling, Equity Valuation, Portfolio Management, Fixed Income, Trading, Investment Management, Private Placements, Business Valuation, Bloomberg, IPO, Structured Finance, LBO, Emerging Markets, Securities
Education
University of Michigan 2000 — 2000
Research Fellow
McGill University 1993 — 1997
PhD, Molecular Biology
Persis LP January 2011 - Present
Sectoral Asset Management 2008 - 2011
Credit Suisse Securities LLC 2006 - 2008
BMO Capital Markets 2001 - 2006
Caprion Pharmaceuticals 1997 - 2000
McGill University 1990 - 1998
Skills
Corporate Finance, Equities, Capital Markets, Mergers, Investments, Biotechnology, Investment Banking, Due Diligence, Financial Analysis, Asset Management, Valuation, Pharmaceuticals, Business Strategy, Equity Research, Business Development, Entrepreneurship, Financial Services, Pharmaceutical Industry, Derivatives, M&A experience, Investment Strategies, Trading Systems, Mergers & Acquisitions, DCF, Asset Managment, Hedge Funds, Management, Restructuring, Analysis, Start-ups, Private Equity, Strategy, Financial Markets, Finance, Financial Structuring, Venture Capital, Financial Modeling, Equity Valuation, Portfolio Management, Fixed Income, Trading, Investment Management, Private Placements, Business Valuation, Bloomberg, IPO, Structured Finance, LBO, Emerging Markets, Securities
Education
University of Michigan 2000 — 2000
Research Fellow
McGill University 1993 — 1997
PhD, Molecular Biology
Michael Tierney's BMO Capital Markets Experience April 2013 - August 2014
Job Vice President at Hammond Hanlon Camp LLC
Industry Banking
Experience
Hammond Hanlon Camp LLC August 2014 - Present
BMO Capital Markets April 2013 - August 2014
Bank of America Merrill Lynch September 2011 - April 2013
Bank of America Merrill Lynch July 2009 - September 2011
Bank of America 2007 - July 2009
LaSalle Bank 2006 - 2007
Skills
Commercial Banking, Commercial Lending, Financial Modeling, Credit Analysis, Portfolio Management, Financial Analysis, Underwriting, Credit, Valuation, Loans, Investments, Banking, Corporate Finance, Equities, Asset Managment, Credit Risk, Treasury Management, Derivatives, Due Diligence, Strategy, Capital Markets, Bonds, Asset Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Michigan State University 2002 — 2006
BA, Finance
Hammond Hanlon Camp LLC August 2014 - Present
BMO Capital Markets April 2013 - August 2014
Bank of America Merrill Lynch September 2011 - April 2013
Bank of America Merrill Lynch July 2009 - September 2011
Bank of America 2007 - July 2009
LaSalle Bank 2006 - 2007
Skills
Commercial Banking, Commercial Lending, Financial Modeling, Credit Analysis, Portfolio Management, Financial Analysis, Underwriting, Credit, Valuation, Loans, Investments, Banking, Corporate Finance, Equities, Asset Managment, Credit Risk, Treasury Management, Derivatives, Due Diligence, Strategy, Capital Markets, Bonds, Asset Management
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Michigan State University 2002 — 2006
BA, Finance
Simaya Kelly's BMO Capital Markets Experience March 2015 - Present
Job Contractor
Industry Financial Services
Experience
BMO Capital Markets March 2015 - Present
Financial Services July 2014 - Present
Uno de 50 USA (Flagship) November 2012 - October 2013
Bloomingdale's November 2011 - November 2012
J.Crew February 2011 - August 2011
J.Crew August 2008 - August 2010
Skills
Visual Merchandising, Merchandising, Customer Service, Fashion, Management, New Store Openings, Store Operations, Retail, Window Displays, Training, Event Planning, Microsoft Office, Inventory Management, Social Media, Retail Sales, Merchandise Planning, Driving Results, Recruiting, Microsoft Excel, Customer Satisfaction, Sales, Trend, Social Media Marketing, Styling, Luxury Goods, Leadership, PowerPoint, Microsoft Word, Apparel, Inventory Control, Hiring, Clienteling, POS, Fashion Shows, Fashion Buying, Employee Training, Event Management, Facebook, Outlook, Data Entry, Marketing Strategy, Leadership Development, Social Networking, Team Building, Teamwork, Coaching, Team Leadership, Employee Relations, Customer Experience, Salesforce Training
Education
North Carolina Central University 2003 — 2008
BMO Capital Markets March 2015 - Present
Financial Services July 2014 - Present
Uno de 50 USA (Flagship) November 2012 - October 2013
Bloomingdale's November 2011 - November 2012
J.Crew February 2011 - August 2011
J.Crew August 2008 - August 2010
Skills
Visual Merchandising, Merchandising, Customer Service, Fashion, Management, New Store Openings, Store Operations, Retail, Window Displays, Training, Event Planning, Microsoft Office, Inventory Management, Social Media, Retail Sales, Merchandise Planning, Driving Results, Recruiting, Microsoft Excel, Customer Satisfaction, Sales, Trend, Social Media Marketing, Styling, Luxury Goods, Leadership, PowerPoint, Microsoft Word, Apparel, Inventory Control, Hiring, Clienteling, POS, Fashion Shows, Fashion Buying, Employee Training, Event Management, Facebook, Outlook, Data Entry, Marketing Strategy, Leadership Development, Social Networking, Team Building, Teamwork, Coaching, Team Leadership, Employee Relations, Customer Experience, Salesforce Training
Education
North Carolina Central University 2003 — 2008
Dmitry Shkrab's BMO Capital Markets Experience 2012 - Present
Job Equity + Commodity Settlements at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2012 - Present
Barclays Capital July 2011 - September 2012
Societe Generale September 2008 - February 2011
JPMorgan Chase April 2007 - June 2008
Goldman Sachs January 2007 - March 2007
RBC Capital Markets 2002 - 2003
Skills
Customer Support, Derivatives, Equities, Fixed Income, Investment Banking, Capital Markets, Bloomberg, Equity Derivatives, CRM, Options, Account Reconciliation, Settlement, Middle Office, Credit Derivatives, Mutual Funds, Commodity, Back Office, Interest Rate..., Swaps, Prime Brokerage, Operational Risk, CDS, Bonds, Electronic Trading, Securities, Trading, ABS, Valuation, Trading Systems, Structured Products, Financial Markets, Alternative Investments, VBA, Financial Services
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Dual Degree in Finance and Management
Polytechnic University 2001 — 2002
Computer Science
BMO Capital Markets 2012 - Present
Barclays Capital July 2011 - September 2012
Societe Generale September 2008 - February 2011
JPMorgan Chase April 2007 - June 2008
Goldman Sachs January 2007 - March 2007
RBC Capital Markets 2002 - 2003
Skills
Customer Support, Derivatives, Equities, Fixed Income, Investment Banking, Capital Markets, Bloomberg, Equity Derivatives, CRM, Options, Account Reconciliation, Settlement, Middle Office, Credit Derivatives, Mutual Funds, Commodity, Back Office, Interest Rate..., Swaps, Prime Brokerage, Operational Risk, CDS, Bonds, Electronic Trading, Securities, Trading, ABS, Valuation, Trading Systems, Structured Products, Financial Markets, Alternative Investments, VBA, Financial Services
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Dual Degree in Finance and Management
Polytechnic University 2001 — 2002
Computer Science
Jehangir Vevaina's BMO Capital Markets Experience July 2013 - May 2015
Job Associate at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets July 2010 - June 2013
HSBC June 2008 - August 2008
Education
McGill University 2006 — 2010
BCom - Honors, Investment Management and Economics
ABA 2000 — 2006
International Baccalaureate
Brookfield Asset Management May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets July 2010 - June 2013
HSBC June 2008 - August 2008
Education
McGill University 2006 — 2010
BCom - Honors, Investment Management and Economics
ABA 2000 — 2006
International Baccalaureate
Abeed Ramji's BMO Capital Markets Experience May 2011 - September 2014
Job Vice President, Debt Syndication, TD Securities
Industry Capital Markets
Experience
TD October 2014 - Present
BMO Capital Markets May 2011 - September 2014
Aga Khan Agency for Microfinance April 2010 - December 2010
BMO Capital Markets February 2007 - October 2009
Skills
Multilingual, Debt, Capital Markets, Investment Banking, Financial Markets, Africa, Sub-Saharan Africa, Central Asia, Emerging Markets, Frontier Markets, Microfinance, Financial Analysis, Financial Modeling, Financial Structuring, Bonds, Covered Bonds, Bond Markets, Bond Pricing, Fixed Income Portfolio..., Steel, Carbon Steel, Steel Plant
Education
McGill University 2003 — 2006
B.Comm (with Great Distinction), Finance
TD October 2014 - Present
BMO Capital Markets May 2011 - September 2014
Aga Khan Agency for Microfinance April 2010 - December 2010
BMO Capital Markets February 2007 - October 2009
Skills
Multilingual, Debt, Capital Markets, Investment Banking, Financial Markets, Africa, Sub-Saharan Africa, Central Asia, Emerging Markets, Frontier Markets, Microfinance, Financial Analysis, Financial Modeling, Financial Structuring, Bonds, Covered Bonds, Bond Markets, Bond Pricing, Fixed Income Portfolio..., Steel, Carbon Steel, Steel Plant
Education
McGill University 2003 — 2006
B.Comm (with Great Distinction), Finance
Kris Somers, MBA, CFA's BMO Capital Markets Experience June 2015 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2015 - Present
BMO Capital Markets January 2011 - Present
Symcor February 2009 - October 2010
Symcor June 2006 - February 2009
McMaster Students Union May 2003 - April 2004
Skills
Financial Analysis, Outsourcing, Business Analysis, Financial Modeling, Capital Markets, Relationship Management, Analysis, Strategy, Business Development, Valuation, Leadership, Equity Research, Finance, Investments, Corporate Finance
Education
McMaster University - DeGroote School of Business 2005 — 2006
MBA
McMaster University 1999 — 2005
Honors B.Com, Finance
CFA Institute
MM Robinson
High School
BMO Capital Markets June 2015 - Present
BMO Capital Markets January 2011 - Present
Symcor February 2009 - October 2010
Symcor June 2006 - February 2009
McMaster Students Union May 2003 - April 2004
Skills
Financial Analysis, Outsourcing, Business Analysis, Financial Modeling, Capital Markets, Relationship Management, Analysis, Strategy, Business Development, Valuation, Leadership, Equity Research, Finance, Investments, Corporate Finance
Education
McMaster University - DeGroote School of Business 2005 — 2006
MBA
McMaster University 1999 — 2005
Honors B.Com, Finance
CFA Institute
MM Robinson
High School
Robert D'Costa's BMO Capital Markets Experience April 1997 - January 2001
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America January 2008 - Present
Lasalle Bank 2005 - 2008
ABN AMRO / LaSalle Bank 2005 - 2007
Valor Equity Partners January 2004 - January 2005
Bank of Montreal January 2001 - December 2003
BMO Capital Markets April 1997 - January 2001
Bank of Montreal October 1996 - March 1997
Education
McGill University 1993 — 1995
MBA
Bank of America January 2008 - Present
Lasalle Bank 2005 - 2008
ABN AMRO / LaSalle Bank 2005 - 2007
Valor Equity Partners January 2004 - January 2005
Bank of Montreal January 2001 - December 2003
BMO Capital Markets April 1997 - January 2001
Bank of Montreal October 1996 - March 1997
Education
McGill University 1993 — 1995
MBA
Joyce Miller's BMO Capital Markets Experience May 2008 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
BMO Capital Markets May 2008 - Present
Griffin, Kubik, Stephens & Thompson June 1992 - April 2008
Van Kampen Investments February 1985 - June 1992
Van Kampen Funds 1985 - 1992
Education
Northern Illinois University
M.S.
Northern Illinois University
B.S., Social Science Education
Alfred Huang's BMO Capital Markets Experience June 2005 - August 2007
Job Sr. Application Developer at Toronto Stock Exchange
Industry Information Technology and Services
Experience
Toronto Stock Exchange August 2007 - Present
BMO Capital Markets June 2005 - August 2007
Etrade Financial July 2004 - July 2005
Reuters July 2001 - July 2004
IBM Global Services November 1999 - July 2001
Oasis Technology June 1996 - November 1999
Education
National Chiao Tung University 1991 — 1993
National Chung Hsing University 1982 — 1987
B.Ba, Statistics
Toronto Stock Exchange August 2007 - Present
BMO Capital Markets June 2005 - August 2007
Etrade Financial July 2004 - July 2005
Reuters July 2001 - July 2004
IBM Global Services November 1999 - July 2001
Oasis Technology June 1996 - November 1999
Education
National Chiao Tung University 1991 — 1993
National Chung Hsing University 1982 — 1987
B.Ba, Statistics
Jay Epstein's BMO Capital Markets Experience April 2011 - Present
Job Managing Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2011 - Present
Nomura May 2009 - May 2011
Citigroup Capital Markets October 2008 - March 2009
Lehman Brothers September 1997 - October 2008
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems, Series 7, Alternative Investments, Asset Management, Management, Derivatives, Bloomberg, Investment Banking, Investments, Portfolio Management, Trading
Education
Northeastern University 1991 — 1996
Finance, BS Finance
BMO Capital Markets April 2011 - Present
Nomura May 2009 - May 2011
Citigroup Capital Markets October 2008 - March 2009
Lehman Brothers September 1997 - October 2008
Skills
Hedge Funds, Capital Markets, Equities, Fixed Income, Trading Systems, Series 7, Alternative Investments, Asset Management, Management, Derivatives, Bloomberg, Investment Banking, Investments, Portfolio Management, Trading
Education
Northeastern University 1991 — 1996
Finance, BS Finance
Edward Harvey's BMO Capital Markets Experience August 2007 - February 2013
Job Director at Clarendon Hills Trading LLC
Industry Investment Banking
Experience
Clarendon Hills Trading LLC November 2014 - Present
Rosenthal Collins Capital Markets August 2013 - November 2014
BMO Capital Markets August 2007 - February 2013
Rosenthal Collins Group March 2002 - August 2007
Goldenberg, Hehmeyer & Company January 2000 - February 2002
Rosenthal Global Securities January 1996 - January 2000
First National Bank of Chicago July 1992 - January 1996
Skills
US Treasuries, Capital Markets, Derivatives, Electronic Trading, Trading Systems, Proprietary Trading, New Business Development, Interest Rate..., Risk Management, Asset Management, Fixed Income, Portfolio Management, Bonds, Investments, Series 7, Bloomberg, Securities, Hedging, Trading, Equities, Financial Risk, Swaps, Financial Services, Options, Back Office, Trading Strategies, FX Options, Financial Markets, Equity Derivatives, Alternative Investments, Commodity, Equity Trading, Arbitrage, Structured Products, Hedge Funds, Market Risk, Traders, FX trading, Interest Rate Swaps, Currency, Market Making, ETFs, FX Trading
Education
Northern Illinois University 1980 — 1984
Bachelor's degree, Economics
Clarendon Hills Trading LLC November 2014 - Present
Rosenthal Collins Capital Markets August 2013 - November 2014
BMO Capital Markets August 2007 - February 2013
Rosenthal Collins Group March 2002 - August 2007
Goldenberg, Hehmeyer & Company January 2000 - February 2002
Rosenthal Global Securities January 1996 - January 2000
First National Bank of Chicago July 1992 - January 1996
Skills
US Treasuries, Capital Markets, Derivatives, Electronic Trading, Trading Systems, Proprietary Trading, New Business Development, Interest Rate..., Risk Management, Asset Management, Fixed Income, Portfolio Management, Bonds, Investments, Series 7, Bloomberg, Securities, Hedging, Trading, Equities, Financial Risk, Swaps, Financial Services, Options, Back Office, Trading Strategies, FX Options, Financial Markets, Equity Derivatives, Alternative Investments, Commodity, Equity Trading, Arbitrage, Structured Products, Hedge Funds, Market Risk, Traders, FX trading, Interest Rate Swaps, Currency, Market Making, ETFs, FX Trading
Education
Northern Illinois University 1980 — 1984
Bachelor's degree, Economics
Ann Kozak's BMO Capital Markets Experience August 2005 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2005 - Present
Navistar Inc 2004 - 2005
HSBC August 2000 - August 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Structured Finance, Structured Products, Bonds, Financial Structuring, Corporate Finance, Securities, Credit Analysis, Valuation
Education
Northeastern Illinois University 1999 — 2001
BA, Finance
oak park river forest high school 1992 — 1996
BMO Capital Markets August 2005 - Present
Navistar Inc 2004 - 2005
HSBC August 2000 - August 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Structured Finance, Structured Products, Bonds, Financial Structuring, Corporate Finance, Securities, Credit Analysis, Valuation
Education
Northeastern Illinois University 1999 — 2001
BA, Finance
oak park river forest high school 1992 — 1996
Thomas Wittschen's BMO Capital Markets Experience 1996 - June 2004
Job Director High Yield Trading & Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Virve Aljas's BMO Capital Markets Experience March 2010 - September 2010
Job Physician Leadership Development at Ontario Medical Association
Industry Marketing and Advertising
Experience
Ontario Medical Association May 2014 - Present
Nerd Nite Toronto 2010 - 2015
Nerd Nite Toronto 2010 - 2015
Ontario Medical Association October 2012 - May 2014
Metrolinx/GO Transit February 2012 - September 2012
Metrolinx/GO Transit November 2010 - February 2012
BMO Capital Markets March 2010 - September 2010
New York University September 2005 - August 2009
Big Yellow Taxi, Inc. March 2002 - August 2005
Skills
QuarkXPress, Publishing, Adobe Creative Suite, Editing, Social Media, Copy Editing, Adobe Acrobat, Proofreading, Advertising, Graphic Design, Dreamweaver, InDesign, Illustrator, Photoshop, Digital Media, Copywriting, Web Design, Books, Digital Marketing, HTML, Art Direction, Brochures, Marketing, Social Media Marketing
Education
New York University 2007 — 2009
Master of Science, Publishing
Nova Scotia College of Art and Design 1997 — 2001
Bachelor of Design, Major in Communication Design
Ontario Medical Association May 2014 - Present
Nerd Nite Toronto 2010 - 2015
Nerd Nite Toronto 2010 - 2015
Ontario Medical Association October 2012 - May 2014
Metrolinx/GO Transit February 2012 - September 2012
Metrolinx/GO Transit November 2010 - February 2012
BMO Capital Markets March 2010 - September 2010
New York University September 2005 - August 2009
Big Yellow Taxi, Inc. March 2002 - August 2005
Skills
QuarkXPress, Publishing, Adobe Creative Suite, Editing, Social Media, Copy Editing, Adobe Acrobat, Proofreading, Advertising, Graphic Design, Dreamweaver, InDesign, Illustrator, Photoshop, Digital Media, Copywriting, Web Design, Books, Digital Marketing, HTML, Art Direction, Brochures, Marketing, Social Media Marketing
Education
New York University 2007 — 2009
Master of Science, Publishing
Nova Scotia College of Art and Design 1997 — 2001
Bachelor of Design, Major in Communication Design
Ivan Yang, CFA, FRM's BMO Capital Markets Experience December 2010 - March 2012
Job
Industry Capital Markets
Experience
CIBC March 2012 - Present
BMO Capital Markets December 2010 - March 2012
TD Securities March 2010 - December 2010
RBC Dexia Investor Services September 2008 - March 2010
RBC Dexia Investor Services January 2006 - August 2008
McMaster University, Hamilton September 2004 - June 2005
Fountain Set Textiles Ltd July 2002 - September 2004
Skills
SQL, VBA, Calypso, Financial Modeling, Cognos, Openlink, Derivatives, Trading, Valuation, Bonds, Swaps, Currency, Bloomberg, FX, Capital Markets, Fixed Income, Equities, Market Risk, Commodities, Quantitative Analysis, Credit Risk, Options, Trading Systems, Financial Markets, Industry Analysis, Risk Management, Risk Analytics, Tactical Asset..., Counterparty Risk, Fund Administration, Commodity, Credit Derivatives, FX Options, Market Data, Quantitative Analytics, Mutual Funds, Securities, Interest Rate..., Bloomberg Terminal, Structured Products, Competitive Analysis, Equity Derivatives, Financial Risk, Equity Research, Investment Banking, Treasury, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments
Education
McMaster University 2004 — 2005
Master Business Adminstration
McMaster University 1999 — 2002
Honours B.Comm.
CIBC March 2012 - Present
BMO Capital Markets December 2010 - March 2012
TD Securities March 2010 - December 2010
RBC Dexia Investor Services September 2008 - March 2010
RBC Dexia Investor Services January 2006 - August 2008
McMaster University, Hamilton September 2004 - June 2005
Fountain Set Textiles Ltd July 2002 - September 2004
Skills
SQL, VBA, Calypso, Financial Modeling, Cognos, Openlink, Derivatives, Trading, Valuation, Bonds, Swaps, Currency, Bloomberg, FX, Capital Markets, Fixed Income, Equities, Market Risk, Commodities, Quantitative Analysis, Credit Risk, Options, Trading Systems, Financial Markets, Industry Analysis, Risk Management, Risk Analytics, Tactical Asset..., Counterparty Risk, Fund Administration, Commodity, Credit Derivatives, FX Options, Market Data, Quantitative Analytics, Mutual Funds, Securities, Interest Rate..., Bloomberg Terminal, Structured Products, Competitive Analysis, Equity Derivatives, Financial Risk, Equity Research, Investment Banking, Treasury, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments
Education
McMaster University 2004 — 2005
Master Business Adminstration
McMaster University 1999 — 2002
Honours B.Comm.
Thad Rasche's BMO Capital Markets Experience April 1999 - Present
Job Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets April 1999 - Present
Bank One 1994 - 1999
Swiss Bank Corp. 1989 - 1994
Skills
Corporate Finance, Capital Markets, Valuation, Financial Modeling, Investment Banking
Education
Thunderbird School of Global Management 1983 — 1985
MBA, Finance
Miami University 1973 — 1976
BA, Economics
BMO Capital Markets April 1999 - Present
Bank One 1994 - 1999
Swiss Bank Corp. 1989 - 1994
Skills
Corporate Finance, Capital Markets, Valuation, Financial Modeling, Investment Banking
Education
Thunderbird School of Global Management 1983 — 1985
MBA, Finance
Miami University 1973 — 1976
BA, Economics
Gordon Wong's BMO Capital Markets Experience 2007 - 2010
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BMO Capital Markets 2007 - 2010
BNY Capital Markets, Inc. 1998 - 2007
The Bank of New York 1994 - 1998
Grant Thornton LLP 1990 - 1993
General Public Utilities Nuclear Corporation 1984 - 1990
New York City Department of Sanitation 1982 - 1984
Skills
Portfolio Management, Leveraged Finance, Syndications, Cash Flow Lending, Asset Based Lending, Risk Management, Relationship Management, Underwriting, Middle Market
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
New York University - Polytechnic School of Engineering 1982 — 1984
MS, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BE, Mechanical Engineering
BNY Mellon August 2013 - Present
BMO Capital Markets 2007 - 2010
BNY Capital Markets, Inc. 1998 - 2007
The Bank of New York 1994 - 1998
Grant Thornton LLP 1990 - 1993
General Public Utilities Nuclear Corporation 1984 - 1990
New York City Department of Sanitation 1982 - 1984
Skills
Portfolio Management, Leveraged Finance, Syndications, Cash Flow Lending, Asset Based Lending, Risk Management, Relationship Management, Underwriting, Middle Market
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
New York University - Polytechnic School of Engineering 1982 — 1984
MS, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BE, Mechanical Engineering
Charles (Steve) Montgomery's BMO Capital Markets Experience February 2008 - Present
Job Director at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2008 - Present
ABN AMRO July 1997 - October 2008
E A Moos & Company June 1994 - July 1997
Skills
Investments, Fixed Income, Capital Markets, Series 7, Due Diligence, Bonds, Equities, Bloomberg, Investment Banking, Alternative Investments, Trading, Securities, Hedge Funds, Series 63, Electronic Trading, Commodity, Finance, Financial Markets, Municipal Bonds, Leadership
Education
Michigan State University 1985 — 1990
BA, Communications
Red Bank Regionial 1982 — 1985
BMO Capital Markets February 2008 - Present
ABN AMRO July 1997 - October 2008
E A Moos & Company June 1994 - July 1997
Skills
Investments, Fixed Income, Capital Markets, Series 7, Due Diligence, Bonds, Equities, Bloomberg, Investment Banking, Alternative Investments, Trading, Securities, Hedge Funds, Series 63, Electronic Trading, Commodity, Finance, Financial Markets, Municipal Bonds, Leadership
Education
Michigan State University 1985 — 1990
BA, Communications
Red Bank Regionial 1982 — 1985
Rachel Jansen Delevante's BMO Capital Markets Experience August 2006 - August 2007
Job Regional Sales Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2013 - Present
Neuberger Berman October 2010 - December 2013
SecondMarket July 2008 - October 2010
BMO Capital Markets August 2006 - August 2007
Graham Capital Management 2004 - 2004
Skills
FINRA Series 7, 63, 65, Strategy, Equities, Trading, Finance, Management, Marketing, Sales, FX Options, Advertising, Sales Operations, Commodity, Series 7, Series 63, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Investments, Capital Markets, Securities
Education
Tulane University 2007 — 2008
Masters, Molecular & Cellular Biology
New York University
Post Baccalaureate, Pre-Medical Studies
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance
Neuberger Berman December 2013 - Present
Neuberger Berman October 2010 - December 2013
SecondMarket July 2008 - October 2010
BMO Capital Markets August 2006 - August 2007
Graham Capital Management 2004 - 2004
Skills
FINRA Series 7, 63, 65, Strategy, Equities, Trading, Finance, Management, Marketing, Sales, FX Options, Advertising, Sales Operations, Commodity, Series 7, Series 63, Alternative Investments, Hedge Funds, Financial Modeling, Bloomberg, Investments, Capital Markets, Securities
Education
Tulane University 2007 — 2008
Masters, Molecular & Cellular Biology
New York University
Post Baccalaureate, Pre-Medical Studies
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance
Brent Boyce's BMO Capital Markets Experience January 2014 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
BMO Capital Markets January 2014 - Present
M.R. Beal & Company July 2012 - December 2013
SunTrust Robinson Humphrey July 2010 - September 2011
threeKINGS NYC August 2003 - July 2010
Goldman Sachs September 2006 - July 2007
Ernst & Young October 2002 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Capital Markets, Bloomberg, Real Estate, Financial Analysis, Mergers & Acquisitions, Real Estate Economics, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Equities, Venture Capital, Fixed Income, Corporate Finance, Investments, LBO, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Entrepreneurship
Morehouse College 1998 — 2002
BA, Accounting
Collegiate School 1986 — 1998
Julie Jacobs's BMO Capital Markets Experience July 2010 - Present
Job Vice President at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2010 - Present
Oscar Gruss & Son, Inc. May 2009 - August 2009
Merrill Lynch July 2005 - March 2008
Bear Stearns January 2005 - April 2005
Bear Stearns June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2010
New York University 2001 — 2005
BA, Economics
BMO Capital Markets July 2010 - Present
Oscar Gruss & Son, Inc. May 2009 - August 2009
Merrill Lynch July 2005 - March 2008
Bear Stearns January 2005 - April 2005
Bear Stearns June 2004 - August 2004
Bear Stearns June 2003 - August 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2010
New York University 2001 — 2005
BA, Economics
Dan Park's BMO Capital Markets Experience May 2003 - February 2005
Job Principal
Industry Venture Capital & Private Equity
Experience
Azure Capital Partners January 2013 - Present
Kissmetrics September 2013 - Present
The Bouqs Company June 2014 - Present
RANOVUS Inc. September 2013 - Present
PumpUp Inc. May 2014 - Present
Julep Beauty April 2014 - Present
Foros September 2010 - December 2012
Deutsche Bank February 2005 - June 2008
BMO Capital Markets May 2003 - February 2005
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Emerging Markets, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Mergers, LBO, M&A experience, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Social Networking
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic and Entrepreneurial Management
McGill University 1998 — 2003
B.Com, Joint Honors Economics & Finance (First Class Honors)
Azure Capital Partners January 2013 - Present
Kissmetrics September 2013 - Present
The Bouqs Company June 2014 - Present
RANOVUS Inc. September 2013 - Present
PumpUp Inc. May 2014 - Present
Julep Beauty April 2014 - Present
Foros September 2010 - December 2012
Deutsche Bank February 2005 - June 2008
BMO Capital Markets May 2003 - February 2005
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Emerging Markets, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Mergers, LBO, M&A experience, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Social Networking
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Strategic and Entrepreneurial Management
McGill University 1998 — 2003
B.Com, Joint Honors Economics & Finance (First Class Honors)
Glen Halstead, MBA's BMO Capital Markets Experience December 2008 - Present
Job Securities Lending Operations Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets December 2008 - Present
Barclays Capital April 2004 - October 2008
Skills
Equities, Microsoft Excel, Bloomberg, Securities, Fixed Income
Education
NJIT
BMO Capital Markets December 2008 - Present
Barclays Capital April 2004 - October 2008
Skills
Equities, Microsoft Excel, Bloomberg, Securities, Fixed Income
Education
NJIT
Amin Farbod's BMO Capital Markets Experience March 2014 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets March 2014 - Present
CIBC World Markets January 2010 - March 2014
Education
University of Toronto 2005 — 2009
PhD, Electrical and Computer Engineering
McMaster University 2003 — 2005
M.A.Sc., Electrical and Computer Engineering
BMO Capital Markets March 2014 - Present
CIBC World Markets January 2010 - March 2014
Education
University of Toronto 2005 — 2009
PhD, Electrical and Computer Engineering
McMaster University 2003 — 2005
M.A.Sc., Electrical and Computer Engineering
Adam Gould's BMO Capital Markets Experience 2007 - 2008
Job Vice President at Bellwether Enterprise Real Estate Capital, LLC
Industry Commercial Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC February 2015 - Present
Marcus & Millichap 2013 - 2015
Equiventure Capital, LLC 2012 - 2013
United Financial of Illinois 2008 - 2011
BMO Capital Markets 2007 - 2008
CapitalSource 2005 - 2007
Orchard First Source 2000 - 2004
Cole Taylor Bank 1999 - 2000
Skills
Portfolio Management, Capital Markets, Finance, Investments, Fixed Income, Derivatives, Loans, Financial Modeling, Securities, Structured Finance, Hedge Funds, Series 7, Bloomberg, Project Finance, Private Equity, Leveraged Finance, Commercial Banking
Education
Miami University 1995 — 1999
Bachelor of Science, Business
Bellwether Enterprise Real Estate Capital, LLC February 2015 - Present
Marcus & Millichap 2013 - 2015
Equiventure Capital, LLC 2012 - 2013
United Financial of Illinois 2008 - 2011
BMO Capital Markets 2007 - 2008
CapitalSource 2005 - 2007
Orchard First Source 2000 - 2004
Cole Taylor Bank 1999 - 2000
Skills
Portfolio Management, Capital Markets, Finance, Investments, Fixed Income, Derivatives, Loans, Financial Modeling, Securities, Structured Finance, Hedge Funds, Series 7, Bloomberg, Project Finance, Private Equity, Leveraged Finance, Commercial Banking
Education
Miami University 1995 — 1999
Bachelor of Science, Business
Peter Stettler's BMO Capital Markets Experience 2012 - Present
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets 2012 - Present
Ricondo & Associates 2008 - 2012
Fitch Ratings June 1998 - July 2008
EVEREN Securities 1992 - 1998
Skills
Municipal Bonds, Financial Analysis, Report Writing, Drafting Press Releases, Microsoft Excel, Financial Modeling, Client Presentation, Written & Oral..., Capital Markets, Bonds, Fixed Income, Management, Finance, Credit Analysis, Asset Management, Analysis, Investments, Securities, Investment Banking
Education
Northern Illinois University 1989 — 1991
MPA, Urban Management
Northern Illinois University 1986 — 1989
BS, Political Science
BMO Capital Markets 2012 - Present
Ricondo & Associates 2008 - 2012
Fitch Ratings June 1998 - July 2008
EVEREN Securities 1992 - 1998
Skills
Municipal Bonds, Financial Analysis, Report Writing, Drafting Press Releases, Microsoft Excel, Financial Modeling, Client Presentation, Written & Oral..., Capital Markets, Bonds, Fixed Income, Management, Finance, Credit Analysis, Asset Management, Analysis, Investments, Securities, Investment Banking
Education
Northern Illinois University 1989 — 1991
MPA, Urban Management
Northern Illinois University 1986 — 1989
BS, Political Science
Aleen Hartje's BMO Capital Markets Experience March 2008 - Present
Job Sponsor Finance at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets March 2008 - Present
Merrill Lynch Capital 2003 - 2008
Education
Northern Illinois University
BMO Capital Markets March 2008 - Present
Merrill Lynch Capital 2003 - 2008
Education
Northern Illinois University
Amil Schiaffino's BMO Capital Markets Experience 2004 - 2009
Job Managing Director at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Global Hunter Securities 2012 - Present
Cantor Fitzgerald October 2009 - October 2011
BMO Capital Markets 2004 - 2009
Scotia Capital 1998 - 2003
Paine Webber 1996 - 1998
Wertheim Schroder 1988 - 1996
McCarthy Crisanti & Maffei 1986 - 1988
Coopers & Lybrand 1984 - 1986
Stone & Webster 1977 - 1984
Education
New York University 1977 — 1983
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1973 — 1977
BE, Mechanical Engineering
Linda Vanderperre's BMO Capital Markets Experience December 2012 - July 2013
Job Managing Director at Ramirez & Co., Inc.
Industry Financial Services
Experience
Ramirez & Co., Inc. January 2014 - Present
BMO Capital Markets December 2012 - July 2013
J.P. Morgan August 2009 - October 2012
Bank of America Merrill Lynch July 2008 - June 2009
UBS Investment Bank August 1984 - June 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Public Finance, Derivatives, Structured Products, Financial Modeling, Credit Analysis, Project Finance, Series 53, Tax-exempt debt, Due Diligence, Client Relations Skills, New Business Development, Series 63, Hold Series 7, Bonds, Securities, Finance, Securitization, Financial Structuring, municipal market..., Client Development, Restructuring, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Muhlenberg College 1977 — 1980
B.A., Psychology
Ramirez & Co., Inc. January 2014 - Present
BMO Capital Markets December 2012 - July 2013
J.P. Morgan August 2009 - October 2012
Bank of America Merrill Lynch July 2008 - June 2009
UBS Investment Bank August 1984 - June 2008
Skills
Fixed Income, Capital Markets, Investment Banking, Public Finance, Derivatives, Structured Products, Financial Modeling, Credit Analysis, Project Finance, Series 53, Tax-exempt debt, Due Diligence, Client Relations Skills, New Business Development, Series 63, Hold Series 7, Bonds, Securities, Finance, Securitization, Financial Structuring, municipal market..., Client Development, Restructuring, Banking, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Muhlenberg College 1977 — 1980
B.A., Psychology
Grégoire Baillargeon's BMO Capital Markets Experience August 2004 - Present
Job Managing Director and Head, Investment & Corporate Banking, Montreal, at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2004 - Present
Telesystem International Wireless Inc. September 2001 - June 2004
Borden Ladner Gervais LLP (Montréal, Canada) 2000 - 2001
Winston & Strawn LLP August 1999 - January 2000
Borden Ladner Gervais LLP April 1996 - August 1999
Skills
Capital Markets, Corporate Finance, Private Equity, Mergers, Venture Capital, Private Placements, Investment Banking, Due Diligence, Securities, M&A experience, Securities Regulation, Financial Structuring, Corporate Governance, Equities, Corporate Development
Education
CFA Institute 2002 — 2004
CFA Charter, Finance
Bar of the State of New York 1999 — 1999
Admitted to the Bar of the State of New York
Ecole du Barreau du Quebec 1998 — 1999
Admitted to the Bar of the Province of Quebec
Bar of the State of Massachusetts 1998 — 1998
Admitted to the Bar of the State of Massachusetts
McGill University 1997 — 1998
LL.B., Common Law
McGill University 1994 — 1997
B.C.L., Civil Law
Champlain Regional College, St Lawrence Campus 1992 — 1994
Cegep, Accounting and Finance
St-Charles Garnier 1987 — 1992
BMO Capital Markets August 2004 - Present
Telesystem International Wireless Inc. September 2001 - June 2004
Borden Ladner Gervais LLP (Montréal, Canada) 2000 - 2001
Winston & Strawn LLP August 1999 - January 2000
Borden Ladner Gervais LLP April 1996 - August 1999
Skills
Capital Markets, Corporate Finance, Private Equity, Mergers, Venture Capital, Private Placements, Investment Banking, Due Diligence, Securities, M&A experience, Securities Regulation, Financial Structuring, Corporate Governance, Equities, Corporate Development
Education
CFA Institute 2002 — 2004
CFA Charter, Finance
Bar of the State of New York 1999 — 1999
Admitted to the Bar of the State of New York
Ecole du Barreau du Quebec 1998 — 1999
Admitted to the Bar of the Province of Quebec
Bar of the State of Massachusetts 1998 — 1998
Admitted to the Bar of the State of Massachusetts
McGill University 1997 — 1998
LL.B., Common Law
McGill University 1994 — 1997
B.C.L., Civil Law
Champlain Regional College, St Lawrence Campus 1992 — 1994
Cegep, Accounting and Finance
St-Charles Garnier 1987 — 1992
Rajiv Ramchurn, MSc, PRM's BMO Capital Markets Experience 2012 - 2012
Job
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets 2013 - Present
BMO Capital Markets 2012 - 2012
The Edcomm Group Banker's Academy January 2011 - December 2011
RBC Capital Markets 2011 - 2011
TD Bank August 2010 - December 2010
Education
PRMIA 2009 — 2009
PRM (Professional Risk Manager)
Université de Montréal 2006 — 2008
MSc, Mathematical and Computational Finance
McGill University 2001 — 2005
BSc, Mathematics and Statistics
Chartered Alternative Investment Analyst (CAIA)
CAIA Level II Candidate
Scotiabank Global Banking and Markets 2013 - Present
BMO Capital Markets 2012 - 2012
The Edcomm Group Banker's Academy January 2011 - December 2011
RBC Capital Markets 2011 - 2011
TD Bank August 2010 - December 2010
Education
PRMIA 2009 — 2009
PRM (Professional Risk Manager)
Université de Montréal 2006 — 2008
MSc, Mathematical and Computational Finance
McGill University 2001 — 2005
BSc, Mathematics and Statistics
Chartered Alternative Investment Analyst (CAIA)
CAIA Level II Candidate
Andrew Hanover's BMO Capital Markets Experience January 2013 - Present
Job Equity Research, Medical Technology
Industry Financial Services
Experience
BMO Capital Markets January 2013 - Present
NuVasive May 2009 - December 2012
Skills
Spine, Medical Devices, Operating Room, Neurosurgery, Surgical Instruments, Surgeons, Capital Equipment, Disposables, Biomaterials, Biomedical Engineering, Biotechnology, Cross-functional Team..., Design Control, FDA, Global Marketing, Hardware Diagnostics, Hospitals, Market Development, Medical Imaging, Medical Sales, Neurology, Orthopedic, Pharmaceutical Sales, Product Launch, Radiology, Sales Effectiveness, Sales Force Development, Surgery, Surgical Device Sales, Lifesciences, Vascular, Clinical Trials
Education
New York University 2003 — 2007
BMO Capital Markets January 2013 - Present
NuVasive May 2009 - December 2012
Skills
Spine, Medical Devices, Operating Room, Neurosurgery, Surgical Instruments, Surgeons, Capital Equipment, Disposables, Biomaterials, Biomedical Engineering, Biotechnology, Cross-functional Team..., Design Control, FDA, Global Marketing, Hardware Diagnostics, Hospitals, Market Development, Medical Imaging, Medical Sales, Neurology, Orthopedic, Pharmaceutical Sales, Product Launch, Radiology, Sales Effectiveness, Sales Force Development, Surgery, Surgical Device Sales, Lifesciences, Vascular, Clinical Trials
Education
New York University 2003 — 2007
Ben Shiroky's BMO Capital Markets Experience May 2007 - September 2007
Job Business Development and Corporate Training at Lighthouse Labs
Industry Marketing and Advertising
Experience
myBlueprint.ca September 2010 - August 2014
Right To Play May 2010 - October 2010
Sugar Media Experiential Engineering Inc. June 2009 - January 2010
BMO Capital Markets May 2007 - September 2007
BMO Capital Markets May 2006 - September 2006
Skills
Customer Relations, Contact Management, E-mail Management, Staff Training, Training & Development, Public Speaking, Cold Calling, Sales Support, CRM software, Experiential Marketing, CRM, Customer Service, Relationship Marketing, Communications..., Employee Training, Training, Management, Integrated Marketing, Social Media Marketing, Strategy, Fundraising, Marketing Strategy, Marketing Communications, Leadership, Social Media, Microsoft Office, Entrepreneurship
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Arts, Economics, minor in Management
myBlueprint.ca September 2010 - August 2014
Right To Play May 2010 - October 2010
Sugar Media Experiential Engineering Inc. June 2009 - January 2010
BMO Capital Markets May 2007 - September 2007
BMO Capital Markets May 2006 - September 2006
Skills
Customer Relations, Contact Management, E-mail Management, Staff Training, Training & Development, Public Speaking, Cold Calling, Sales Support, CRM software, Experiential Marketing, CRM, Customer Service, Relationship Marketing, Communications..., Employee Training, Training, Management, Integrated Marketing, Social Media Marketing, Strategy, Fundraising, Marketing Strategy, Marketing Communications, Leadership, Social Media, Microsoft Office, Entrepreneurship
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Business Administration (MBA)
McGill University 2005 — 2009
Bachelor of Arts, Economics, minor in Management
Sandie Parker's BMO Capital Markets Experience January 1997 - December 1999
Job Vice President at Verde Group
Industry Market Research
Experience
Verde Group March 2010 - Present
BMO Financial Group July 2007 - March 2010
Bank of Montreal January 2006 - July 2007
Bank of Montreal January 2004 - December 2005
BMO Nesbitt Burns January 2000 - December 2003
BMO Capital Markets January 1997 - December 1999
Manulife Financial January 1991 - December 1996
Canada Life 1979 - 1991
Skills
Leadership, Program Management, Management, Process Improvement, Strategy, Business Planning, Analysis, Cross-functional Team..., Banking, Qualitative Research, Business Strategy, Change Management, Commercial Banking, Relationship Management, Retail Banking, Financial Services, Investments
Education
McMaster University
Bachelor of Science, Computer Science and Mathematics
Verde Group March 2010 - Present
BMO Financial Group July 2007 - March 2010
Bank of Montreal January 2006 - July 2007
Bank of Montreal January 2004 - December 2005
BMO Nesbitt Burns January 2000 - December 2003
BMO Capital Markets January 1997 - December 1999
Manulife Financial January 1991 - December 1996
Canada Life 1979 - 1991
Skills
Leadership, Program Management, Management, Process Improvement, Strategy, Business Planning, Analysis, Cross-functional Team..., Banking, Qualitative Research, Business Strategy, Change Management, Commercial Banking, Relationship Management, Retail Banking, Financial Services, Investments
Education
McMaster University
Bachelor of Science, Computer Science and Mathematics
Bourque Christophe's BMO Capital Markets Experience AnalystRefco2005 - 2006
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets AnalystRefco2005 - 2006
Education
McGill University 2004 — 2007
BA, Finance
BMO Capital Markets AnalystRefco2005 - 2006
Education
McGill University 2004 — 2007
BA, Finance
Alex Biegler's BMO Capital Markets Experience June 2009 - July 2010
Job Founder and CEO at Cirque Mountain Apparel
Industry Retail
Experience
Cirque Mountain Apparel July 2011 - Present
Resort Data Processing, Inc. August 2010 - December 2013
BMO Capital Markets June 2009 - July 2010
BMO Capital Markets June 2008 - August 2008
De Lage Landen June 2007 - August 2007
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Analytics, SEO, Social Media, Business Development, Account Management, Sales, Strategic Planning, Microsoft Office, Customer Service, Hotels, Microsoft Excel, Business Analysis, Online Marketing, Management, Market Research, Competitive Analysis, Online Advertising, Hospitality, Marketing, New Business Development, Entrepreneurship
Education
Northwestern University 2005 — 2009
Bachelor of Arts, Economics
Vail Mountain School 2001 — 2005
Cirque Mountain Apparel July 2011 - Present
Resort Data Processing, Inc. August 2010 - December 2013
BMO Capital Markets June 2009 - July 2010
BMO Capital Markets June 2008 - August 2008
De Lage Landen June 2007 - August 2007
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Analytics, SEO, Social Media, Business Development, Account Management, Sales, Strategic Planning, Microsoft Office, Customer Service, Hotels, Microsoft Excel, Business Analysis, Online Marketing, Management, Market Research, Competitive Analysis, Online Advertising, Hospitality, Marketing, New Business Development, Entrepreneurship
Education
Northwestern University 2005 — 2009
Bachelor of Arts, Economics
Vail Mountain School 2001 — 2005
Patricia Peterson's BMO Capital Markets Experience April 2012 - June 2012
Job Executive Administrative Assistant at Time Warner Cable
Industry Entertainment
Experience
Warner, Inc July 2013 - Present
Credit Suisse April 2013 - May 2013
BMO Capital Markets April 2012 - June 2012
RBC Capital Markets Corporation February 2011 - September 2011
Guggenheim Securities Investment Banking Firm September 2010 - December 2010
ING Nederland October 2008 - November 2008
BNY Mellon Wealth Management July 2008 - September 2008
Cosentini Associates, Engineering Consultants April 2008 - June 2008
St. Vincent’s Hospital August 2005 - August 2007
Skills
Microsoft Office, Concur, Heavy Calendaring, PowerPoint, Salesforce Administrator, Oracle Applications, Microsoft Excel, Microsoft Word, Outlook, Conference Coordination, Video Conferencing, Adobe Acrobat, Trading Floor, Dictaphone, Access, Lotus Notes, Friendly Personality, Highly Reliable, Multi Tasking, High Profile Events, Solid computer skills, Highly personable, Highly detail oriented, Highly motivated..., Highly resourceful, Organizational..., Databases, Public Speaking, Social Media, Customer Service, Sales, Administrative...
Education
Mercy College 2000 — 2007
Bachelor of Science, Psychology
Long Beach Community College 1994 — 1995
Liberal Arts
Bronx Community College
New Horizons Computer Training School
The Assisium Secretarial School
Secretarial Certificate, Secretarial Skills
Warner, Inc July 2013 - Present
Credit Suisse April 2013 - May 2013
BMO Capital Markets April 2012 - June 2012
RBC Capital Markets Corporation February 2011 - September 2011
Guggenheim Securities Investment Banking Firm September 2010 - December 2010
ING Nederland October 2008 - November 2008
BNY Mellon Wealth Management July 2008 - September 2008
Cosentini Associates, Engineering Consultants April 2008 - June 2008
St. Vincent’s Hospital August 2005 - August 2007
Skills
Microsoft Office, Concur, Heavy Calendaring, PowerPoint, Salesforce Administrator, Oracle Applications, Microsoft Excel, Microsoft Word, Outlook, Conference Coordination, Video Conferencing, Adobe Acrobat, Trading Floor, Dictaphone, Access, Lotus Notes, Friendly Personality, Highly Reliable, Multi Tasking, High Profile Events, Solid computer skills, Highly personable, Highly detail oriented, Highly motivated..., Highly resourceful, Organizational..., Databases, Public Speaking, Social Media, Customer Service, Sales, Administrative...
Education
Mercy College 2000 — 2007
Bachelor of Science, Psychology
Long Beach Community College 1994 — 1995
Liberal Arts
Bronx Community College
New Horizons Computer Training School
The Assisium Secretarial School
Secretarial Certificate, Secretarial Skills
Denise Glab's BMO Capital Markets Experience November 2006 - March 2009
Job Portfolio Manager at Gibraltar Financial Corporation
Industry Banking
Experience
Gibraltar Financial Corporation October 2009 - Present
BMO Capital Markets November 2006 - March 2009
Education
Northern Illinois University 1990 — 1994
B.S., Finance
Gibraltar Financial Corporation October 2009 - Present
BMO Capital Markets November 2006 - March 2009
Education
Northern Illinois University 1990 — 1994
B.S., Finance
Nancy Nestor's BMO Capital Markets Experience November 1997 - April 1999
Job Senior Project Manager at City of Hamilton
Industry Banking
Experience
City of Hamilton September 2013 - Present
RBC Wealth Management January 2011 - September 2013
CIBC January 2010 - January 2011
Bank of Montreal, Capital Markets July 2007 - December 2009
CUMIS, Burlington April 2000 - July 2007
UNUM, Toronto (Disability Insurance) June 1999 - March 2000
BMO Capital Markets November 1997 - April 1999
COMMCORP FINANCIAL SERVICES INC January 1994 - October 1997
ONTARIO HYDRO March 1992 - December 1993
City of Burlington June 1985 - February 1992
Education
McMaster University
Bachelor of Arts, Political Science
Sheridan College
Business Computer Diploma
City of Hamilton September 2013 - Present
RBC Wealth Management January 2011 - September 2013
CIBC January 2010 - January 2011
Bank of Montreal, Capital Markets July 2007 - December 2009
CUMIS, Burlington April 2000 - July 2007
UNUM, Toronto (Disability Insurance) June 1999 - March 2000
BMO Capital Markets November 1997 - April 1999
COMMCORP FINANCIAL SERVICES INC January 1994 - October 1997
ONTARIO HYDRO March 1992 - December 1993
City of Burlington June 1985 - February 1992
Education
McMaster University
Bachelor of Arts, Political Science
Sheridan College
Business Computer Diploma
Masami Hida's BMO Capital Markets Experience March 2002 - February 2009
Job
Industry Financial Services
Experience
BMO Capital Markets March 2002 - February 2009
Citi July 1999 - March 2002
Nippon Life Insurance Company April 1993 - July 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
Nagoya University 1989 — 1993
Bachelor's degree, Law
BMO Capital Markets March 2002 - February 2009
Citi July 1999 - March 2002
Nippon Life Insurance Company April 1993 - July 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
Nagoya University 1989 — 1993
Bachelor's degree, Law
Louise Couture's BMO Capital Markets Experience May 1988 - February 1996
Job Director, Foreign Exchange at Societe Generale
Industry Banking
Experience
Societe Generale February 2008 - Present
Societe Generale, Montreal, Canada February 1998 - February 2008
Credit Suisse February 1996 - February 1998
BMO Capital Markets May 1988 - February 1996
Skills
FX Options, Structured Products, Derivatives, Financial Markets, Hedging
Education
McGill University 1991 — 1992
School of Continuing Studies, International Finance
University of Paris I: Panthéon-Sorbonne 1985 — 1986
French Literature/Foreign Student, French Language and Literature
University of Manitoba
Bachelor of Commerce (B.Com.), Accounting and Finance
Societe Generale February 2008 - Present
Societe Generale, Montreal, Canada February 1998 - February 2008
Credit Suisse February 1996 - February 1998
BMO Capital Markets May 1988 - February 1996
Skills
FX Options, Structured Products, Derivatives, Financial Markets, Hedging
Education
McGill University 1991 — 1992
School of Continuing Studies, International Finance
University of Paris I: Panthéon-Sorbonne 1985 — 1986
French Literature/Foreign Student, French Language and Literature
University of Manitoba
Bachelor of Commerce (B.Com.), Accounting and Finance
Josh Clay's BMO Capital Markets Experience June 2010 - September 2010
Job Eurodollar Options Trading Clerk at Atlantic Trading LLC
Industry Financial Services
Experience
Atlantic Trading LLC June 2011 - April 2013
BMO Capital Markets June 2010 - September 2010
Education
North Central College 2008 — 2011
Bachelor of Science (B.S.), Finance & Mathematics, 3.8
Atlantic Trading LLC June 2011 - April 2013
BMO Capital Markets June 2010 - September 2010
Education
North Central College 2008 — 2011
Bachelor of Science (B.S.), Finance & Mathematics, 3.8
Nahid Saadatimajd's BMO Capital Markets Experience September 2014 - Present
Job Project Manager at BMO Capital Marketsi
Industry Investment Management
Experience
BMO Capital Markets September 2014 - Present
BMO Capital Markets November 2012 - September 2014
TD Securities September 2010 - November 2012
Skills
Fixed Income, Derivatives
Education
McMaster University 2001 — 2005
BA, ELECTRICAL ENGINEERING
BMO Capital Markets September 2014 - Present
BMO Capital Markets November 2012 - September 2014
TD Securities September 2010 - November 2012
Skills
Fixed Income, Derivatives
Education
McMaster University 2001 — 2005
BA, ELECTRICAL ENGINEERING
Shima Chia's BMO Capital Markets Experience 2011 - 2012
Job Physician Assistant
Industry Research
Experience
BMO Capital Markets 2011 - 2012
Education
Midwestern University (IL) 2012 — 2014
Master's degree, Physician Assistant
BMO Capital Markets 2011 - 2012
Education
Midwestern University (IL) 2012 — 2014
Master's degree, Physician Assistant
Fred Akansu's BMO Capital Markets Experience July 2015 - Present
Job Associate Public Finance & Infrastructure at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2013 - July 2015
Barclays Capital July 2011 - May 2013
Wells Fargo June 2010 - July 2010
Antarctica Asset Management January 2010 - May 2010
Penguin Group USA June 2009 - August 2009
Merrill Lynch & Co., Inc. September 2008 - December 2008
Skills
Bloomberg, Credit Risk, Equities, Public Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
New York University
BMO Capital Markets July 2015 - Present
BMO Capital Markets May 2013 - July 2015
Barclays Capital July 2011 - May 2013
Wells Fargo June 2010 - July 2010
Antarctica Asset Management January 2010 - May 2010
Penguin Group USA June 2009 - August 2009
Merrill Lynch & Co., Inc. September 2008 - December 2008
Skills
Bloomberg, Credit Risk, Equities, Public Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
New York University
Jaison Ellis's BMO Capital Markets Experience September 2010 - August 2013
Job Healthcare Investment Banking Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo August 2013 - Present
BMO Capital Markets September 2010 - August 2013
Credit Suisse 2008 - 2010
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
Morehouse College 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Myers Park Elementary
Wells Fargo August 2013 - Present
BMO Capital Markets September 2010 - August 2013
Credit Suisse 2008 - 2010
Skills
Financial Modeling, Valuation, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
Morehouse College 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Myers Park Elementary
Brian Chow's BMO Capital Markets Experience Sr. Project Manager, Mobile & Online BankingRBCAugust 2012 - October 2014
Job Sr. Consultant at BMO Capital Markets
Industry Telecommunications
Experience
BMO Capital Markets Sr. Project Manager, Mobile & Online BankingRBCAugust 2012 - October 2014
TD Bank Group August 2011 - August 2012
Rogers Communications June 2010 - August 2011
President's Choice Financial April 2008 - June 2010
CIBC April 2006 - April 2008
Skills
SDLC, Business Analysis, Change Management, Project Portfolio..., Software Project..., Process Improvement, Business Requirements, Integration, Software Documentation, Requirements Gathering, Vendor Management, Project Delivery
Education
McMaster University
Engineering
BMO Capital Markets Sr. Project Manager, Mobile & Online BankingRBCAugust 2012 - October 2014
TD Bank Group August 2011 - August 2012
Rogers Communications June 2010 - August 2011
President's Choice Financial April 2008 - June 2010
CIBC April 2006 - April 2008
Skills
SDLC, Business Analysis, Change Management, Project Portfolio..., Software Project..., Process Improvement, Business Requirements, Integration, Software Documentation, Requirements Gathering, Vendor Management, Project Delivery
Education
McMaster University
Engineering
Courtney Gulan's BMO Capital Markets Experience June 2013 - November 2013
Job US Core Rate Sales at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets June 2013 - November 2013
BMO Capital Markets 2012 - July 2013
Hudson's Bay Company October 2009 - December 2011
Education
McGill University 2005 — 2009
BCom, Major Finance, Marketing Concentration
BMO Capital Markets June 2013 - November 2013
BMO Capital Markets 2012 - July 2013
Hudson's Bay Company October 2009 - December 2011
Education
McGill University 2005 — 2009
BCom, Major Finance, Marketing Concentration
Nicholas Stamou's BMO Capital Markets Experience February 2012 - Present
Job Director at BMO
Industry Financial Services
Experience
BMO Capital Markets February 2012 - Present
Citi July 2011 - March 2012
JPMorgan February 2009 - August 2011
Bear Stearns 1997 - 2009
Education
New York University 1986 — 1990
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Business Administration
BMO Capital Markets February 2012 - Present
Citi July 2011 - March 2012
JPMorgan February 2009 - August 2011
Bear Stearns 1997 - 2009
Education
New York University 1986 — 1990
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Business Administration
craig irving's BMO Capital Markets Experience March 2008 - Present
Job Sr process Improvement Specialist at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2008 - Present
Various Fortune 500 Companies January 1981 - December 2007
City of Toronto January 1986 - September 1998
Education
Mohawk College 1978 — 1981
CMT, Industrial Engineering
The University of Western Ontario
BMO Capital Markets March 2008 - Present
Various Fortune 500 Companies January 1981 - December 2007
City of Toronto January 1986 - September 1998
Education
Mohawk College 1978 — 1981
CMT, Industrial Engineering
The University of Western Ontario
Lou Nardi's BMO Capital Markets Experience February 2004 - July 2008
Job Managing Direstor at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities July 2012 - Present
Buckman, Buckman, & Reid January 2009 - July 2012
BMO Capital Markets February 2004 - July 2008
Skills
CFA, Fixed Income, Series 24, Bonds, Capital Markets, Investments, Investment Banking, Hedge Funds
Education
New York University
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Economics
Global Hunter Securities July 2012 - Present
Buckman, Buckman, & Reid January 2009 - July 2012
BMO Capital Markets February 2004 - July 2008
Skills
CFA, Fixed Income, Series 24, Bonds, Capital Markets, Investments, Investment Banking, Hedge Funds
Education
New York University
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Economics
Barbara Muller's BMO Capital Markets Experience 2010 - Present
Job Senior Manager, Operations at BMO Capital Markets
Industry Investment Banking
Experience
Bank of Montreal Capital Markets Corp April 2010 - Present
BMO Capital Markets 2010 - Present
VERAPOINT PARTNERS, LLC July 2009 - April 2010
BARCLAYS CAPITAL/LEHMAN BROTHERS, INC January 2001 - January 2009
Lehman Brothers 1994 - 2001
Lehman Brothers January 1992 - January 1994
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Hedge Funds, Fixed Income
Education
Monmouth University
Bachelor of Applied Science (B.A.Sc.), Minor in Marketing
Monmouth University
Bachelor of Science, Business Administration
Bank of Montreal Capital Markets Corp April 2010 - Present
BMO Capital Markets 2010 - Present
VERAPOINT PARTNERS, LLC July 2009 - April 2010
BARCLAYS CAPITAL/LEHMAN BROTHERS, INC January 2001 - January 2009
Lehman Brothers 1994 - 2001
Lehman Brothers January 1992 - January 1994
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Hedge Funds, Fixed Income
Education
Monmouth University
Bachelor of Applied Science (B.A.Sc.), Minor in Marketing
Monmouth University
Bachelor of Science, Business Administration
James Moss's BMO Capital Markets Experience July 2011 - July 2014
Job Associate at RLJ Equity Partners
Industry Venture Capital & Private Equity
Experience
RLJ Equity Partners September 2014 - Present
BMO Capital Markets July 2011 - July 2014
Deloitte June 2010 - August 2010
U.S. Department of Energy June 2008 - August 2009
PRM Consulting 2005 - 2009
Education
Morehouse College 2007 — 2011
BA, Accounting
Georgetown Day School 2003 — 2007
RLJ Equity Partners September 2014 - Present
BMO Capital Markets July 2011 - July 2014
Deloitte June 2010 - August 2010
U.S. Department of Energy June 2008 - August 2009
PRM Consulting 2005 - 2009
Education
Morehouse College 2007 — 2011
BA, Accounting
Georgetown Day School 2003 — 2007
Salim Ben Mansour's BMO Capital Markets Experience March 2012 - Present
Job Research Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2012 - Present
Haywood Securities October 2010 - March 2012
CIBC World Markets May 2009 - August 2009
TD Waterhouse January 2006 - August 2008
Skills
Financial Analysis, Investments, Real Estate, Financial Markets, Securities, Finance, Banking
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B.Comm, Finance
College Stanislas 1997 — 2000
BMO Capital Markets March 2012 - Present
Haywood Securities October 2010 - March 2012
CIBC World Markets May 2009 - August 2009
TD Waterhouse January 2006 - August 2008
Skills
Financial Analysis, Investments, Real Estate, Financial Markets, Securities, Finance, Banking
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Finance
McGill University 2000 — 2003
B.Comm, Finance
College Stanislas 1997 — 2000
Amy Chung's BMO Capital Markets Experience June 2007 - March 2010
Job Business Consultant at BMO
Industry Banking
Experience
BMO Financial Group June 2012 - Present
Scotia Capital April 2010 - June 2012
BMO Capital Markets June 2007 - March 2010
BMO Capital Markets March 2006 - June 2007
Skills
Derivatives, Business Analysis, SDLC, Capital Markets, Dodd-Frank, Requirements Management, Requirements Gathering, Test Management, Testing, Trading Systems
Education
McMaster University 1998 — 2003
Bachelor of Engineering & Management
BMO Financial Group June 2012 - Present
Scotia Capital April 2010 - June 2012
BMO Capital Markets June 2007 - March 2010
BMO Capital Markets March 2006 - June 2007
Skills
Derivatives, Business Analysis, SDLC, Capital Markets, Dodd-Frank, Requirements Management, Requirements Gathering, Test Management, Testing, Trading Systems
Education
McMaster University 1998 — 2003
Bachelor of Engineering & Management
Christina Bicks's BMO Capital Markets Experience June 2014 - August 2014
Job Assistant Director at Savills Studley
Industry Real Estate
Experience
Savills Studley June 2015 - Present
BMO Capital Markets June 2014 - August 2014
UBS July 2013 - August 2013
Locust Wood Capital Advisors June 2013 - July 2013
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Savills Studley June 2015 - Present
BMO Capital Markets June 2014 - August 2014
UBS July 2013 - August 2013
Locust Wood Capital Advisors June 2013 - July 2013
Education
Middlebury College 2011 — 2015
Bachelor's degree, Economics
Zhong-Hua Wang's BMO Capital Markets Experience August 2004 - May 2008
Job Quantitative Equity Portfolio Manager at A Hedge Fund Company
Industry Financial Services
Experience
A Hedge Fund Company June 2013 - Present
Citigroup May 2008 - February 2013
BMO Capital Markets August 2004 - May 2008
IBM T. J. Watson Research Center October 1998 - August 2004
Skills
Bloomberg, Hedge Funds, Financial Modeling, Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Trading Systems, Alternative Investments
Education
Nanjing University 1984 — 1988
BS, Physics
A Hedge Fund Company June 2013 - Present
Citigroup May 2008 - February 2013
BMO Capital Markets August 2004 - May 2008
IBM T. J. Watson Research Center October 1998 - August 2004
Skills
Bloomberg, Hedge Funds, Financial Modeling, Equities, Quantitative Analytics, Portfolio Management, Quantitative Finance, Trading Systems, Alternative Investments
Education
Nanjing University 1984 — 1988
BS, Physics
Lori Porn's BMO Capital Markets Experience April 1986 - Present
Job Personal Banker at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 1986 - Present
Skills
Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Investments, Valuation, Credit Analysis, Financial Analysis, Series 7, Series 63, Corporate Finance, Credit, Derivatives, Equity Research, Securities
Education
Northeast Wisconsin Technical College 1983 — 1984
Diploma, Account Clerk
BMO Capital Markets April 1986 - Present
Skills
Fixed Income, Capital Markets, Bloomberg, Portfolio Management, Investments, Valuation, Credit Analysis, Financial Analysis, Series 7, Series 63, Corporate Finance, Credit, Derivatives, Equity Research, Securities
Education
Northeast Wisconsin Technical College 1983 — 1984
Diploma, Account Clerk
Ross Piermarini's BMO Capital Markets Experience July 2013 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2013 - Present
BMO Capital Markets July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Capital IQ, Microsoft Excel
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Economics
BMO Capital Markets July 2013 - Present
BMO Capital Markets July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Capital IQ, Microsoft Excel
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Economics
Erica Sulz's BMO Capital Markets Experience May 2010 - August 2010
Job Budweiser Marketing Intern at Labatt Breweries of Canada
Industry Marketing and Advertising
Experience
Labatt Breweries of Canada May 2015 - August 2015
SociaLabra Inc. July 2014 - January 2015
Hydra Social Media July 2013 - December 2013
trevor//peter communications ltd. May 2012 - August 2012
BMO Capital Markets May 2010 - August 2010
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing and Entrepreneurship
Labatt Breweries of Canada May 2015 - August 2015
SociaLabra Inc. July 2014 - January 2015
Hydra Social Media July 2013 - December 2013
trevor//peter communications ltd. May 2012 - August 2012
BMO Capital Markets May 2010 - August 2010
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing and Entrepreneurship
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS