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,
BMO Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BMO Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BMO Capital Markets Salaries. You can even request information on how much does BMO Capital Markets pay if you want to. Learn about salaries, pros and cons of working for BMO Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,961 BMO Capital Markets employees in database. Find out everything there's to know about BMO Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
BMO Capital Markets Employees
Employee
Years
Job
Industry
Veronica Ames Veronica Ames's BMO Capital Markets Experience July 2012 - June 2015
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
BMO Capital Markets July 2012 - June 2015
Barclays June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Access, Calypso, Interest Rate..., Microsoft Word, Microsoft Office
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Political Science
Deutsche Bank June 2015 - Present
BMO Capital Markets July 2012 - June 2015
Barclays June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Bloomberg, Microsoft Excel, PowerPoint, Access, Calypso, Interest Rate..., Microsoft Word, Microsoft Office
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Political Science
Colin Bergman Colin Bergman's BMO Capital Markets Experience May 2013 - August 2013
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
Queen's University Investment Club March 2012 - Present
BMO Capital Markets May 2013 - August 2013
PADO Solutions October 2011 - October 2012
Calgary Elks Lodge and Golf Club May 2012 - August 2012
Calgary Elks Lodge and Golf Club May 2011 - September 2011
Tuxedo Source for Sports March 2009 - August 2010
Skills
Microsoft Excel, Investments, Corporate Finance, Financial Markets, Fundraising, Financial Modeling, Finance, Economics, Management, Bloomberg, Valuation, Equities, Customer Service, Investment Banking, Portfolio Management, Data Analysis, Financial Analysis, Financial Risk, Capital Markets, Sales
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, A
Western Canada High School 2004 — 2007
93
Queen's University Investment Club March 2012 - Present
BMO Capital Markets May 2013 - August 2013
PADO Solutions October 2011 - October 2012
Calgary Elks Lodge and Golf Club May 2012 - August 2012
Calgary Elks Lodge and Golf Club May 2011 - September 2011
Tuxedo Source for Sports March 2009 - August 2010
Skills
Microsoft Excel, Investments, Corporate Finance, Financial Markets, Fundraising, Financial Modeling, Finance, Economics, Management, Bloomberg, Valuation, Equities, Customer Service, Investment Banking, Portfolio Management, Data Analysis, Financial Analysis, Financial Risk, Capital Markets, Sales
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, A
Western Canada High School 2004 — 2007
93
Nelson Yang Nelson Yang's BMO Capital Markets Experience May 2015 - Present
Job Summer Analyst at BMO Capital Markets
Industry Program Development
Experience
BMO Capital Markets May 2015 - Present
Penn State University August 2014 - May 2015
LiveSafe June 2014 - July 2014
Skills
Java, Android Development, C++, ActionScript, ASP.NET MVC, C, Python, Microsoft SQL Server, Linux, C#, Git, Computer Science, Teamwork
Education
Penn State University 2012 — 2016
Bachelor of Science, Computer Science and Mathematics, 3.46
BMO Capital Markets May 2015 - Present
Penn State University August 2014 - May 2015
LiveSafe June 2014 - July 2014
Skills
Java, Android Development, C++, ActionScript, ASP.NET MVC, C, Python, Microsoft SQL Server, Linux, C#, Git, Computer Science, Teamwork
Education
Penn State University 2012 — 2016
Bachelor of Science, Computer Science and Mathematics, 3.46
Mark Canty's BMO Capital Markets Experience July 2011 - June 2012
Job General Management
Industry Financial Services
Experience
Bacchus Capital Management June 2012 - May 2014
Panther Creek Cellars (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BCM WineWorks (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BMO Capital Markets July 2011 - June 2012
Bank of America Merrill Lynch June 2008 - August 2010
JPMorgan Chase & Co. June 2006 - June 2008
JPMorgan Chase & Co. July 2004 - June 2006
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Venture Capital, Financial Analysis, Financial Modeling, Investment Banking, Business Strategy, Mergers & Acquisitions, Due Diligence, Start-ups, Distribution Strategies, Introducing New Products, Leadership, Management
Education
Northwestern University - Kellogg School of Management
MBA, Management and Finance
Universidad de San Andres
MBA Exchange, Latin American Finance
University of North Carolina at Chapel Hill
BA, Communication and Media Studies
St. Francis DeSales High School
Bacchus Capital Management June 2012 - May 2014
Panther Creek Cellars (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BCM WineWorks (an affiliate of Bacchus Capital Management) May 2013 - April 2014
BMO Capital Markets July 2011 - June 2012
Bank of America Merrill Lynch June 2008 - August 2010
JPMorgan Chase & Co. June 2006 - June 2008
JPMorgan Chase & Co. July 2004 - June 2006
Skills
Private Equity, Capital Markets, Corporate Finance, Valuation, Venture Capital, Financial Analysis, Financial Modeling, Investment Banking, Business Strategy, Mergers & Acquisitions, Due Diligence, Start-ups, Distribution Strategies, Introducing New Products, Leadership, Management
Education
Northwestern University - Kellogg School of Management
MBA, Management and Finance
Universidad de San Andres
MBA Exchange, Latin American Finance
University of North Carolina at Chapel Hill
BA, Communication and Media Studies
St. Francis DeSales High School
Devin Meyer Devin Meyer's BMO Capital Markets Experience July 2006 - July 2009
Job Associate at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company August 2013 - Present
U.S. Senator Mark Kirk (R-IL) November 2010 - April 2012
U.S. Senator Mark Kirk (R-IL) September 2009 - November 2010
BMO Capital Markets July 2006 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Public Policy, Politics, Analysis, Equities, Valuation, Financial Modeling, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship & Innovation
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
B.B.A., Finance
William Blair & Company August 2013 - Present
U.S. Senator Mark Kirk (R-IL) November 2010 - April 2012
U.S. Senator Mark Kirk (R-IL) September 2009 - November 2010
BMO Capital Markets July 2006 - July 2009
Skills
Investment Banking, Mergers & Acquisitions, Public Policy, Politics, Analysis, Equities, Valuation, Financial Modeling, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Finance, Entrepreneurship & Innovation
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
B.B.A., Finance
Charles Petersen Charles Petersen's BMO Capital Markets Experience December 1985 - October 2012
Job SVP International & Capital Markets UMB Financial
Industry Financial Services
Experience
BOK Financial February 2013 - May 2015
BMO Capital Markets December 1985 - October 2012
Education
Northwestern University 1980 — 1983
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Milwaukee 1984 — 1985
Master of Business Administration (MBA)
BOK Financial February 2013 - May 2015
BMO Capital Markets December 1985 - October 2012
Education
Northwestern University 1980 — 1983
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Milwaukee 1984 — 1985
Master of Business Administration (MBA)
Justin Henderson Justin Henderson's BMO Capital Markets Experience March 2009 - July 2010
Job Principal at Harper Street Partners
Industry Investment Management
Experience
Harper Street Partners October 2014 - Present
McKinsey & Company 2012 - 2014
The Edgewater Funds June 2011 - September 2011
BMO Capital Markets March 2009 - July 2010
BMO Capital Markets June 2006 - March 2009
Skills
Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
Princeton University 2002 — 2006
Bachelor of Arts (BA), Economics
Harper Street Partners October 2014 - Present
McKinsey & Company 2012 - 2014
The Edgewater Funds June 2011 - September 2011
BMO Capital Markets March 2009 - July 2010
BMO Capital Markets June 2006 - March 2009
Skills
Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2012
Master of Business Administration (MBA), Finance, General
Princeton University 2002 — 2006
Bachelor of Arts (BA), Economics
karin furlong karin furlong's BMO Capital Markets Experience October 1988 - Present
Job equity sales trader at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 1988 - Present
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Proprietary Trading, Derivatives, Electronic Trading, Trading, Equity Derivatives, Fixed Income
Education
Queen's University 1982 — 1986
BMO Capital Markets October 1988 - Present
Skills
Equities, Equity Trading, Trading Systems, Capital Markets, Bloomberg, Proprietary Trading, Derivatives, Electronic Trading, Trading, Equity Derivatives, Fixed Income
Education
Queen's University 1982 — 1986
Lauren Batres Lauren Batres's BMO Capital Markets Experience June 2014 - October 2014
Job Administrative Assistant at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW October 2014 - Present
BMO Capital Markets June 2014 - October 2014
HCI integrated solutions 2013 - 2014
TORC Robotics January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Outlook, Windows
Education
Pace University 2014 — 2016
Bachelor of Arts (B.A.), Art History, English Literature
Northern Virginia Community College
KBW October 2014 - Present
BMO Capital Markets June 2014 - October 2014
HCI integrated solutions 2013 - 2014
TORC Robotics January 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Outlook, Windows
Education
Pace University 2014 — 2016
Bachelor of Arts (B.A.), Art History, English Literature
Northern Virginia Community College
Molly Williams's BMO Capital Markets Experience July 2010 - July 2013
Job Senior Associate at Grand Crossing Capital LLC
Industry Venture Capital & Private Equity
Experience
Grand Crossing Capital LLC August 2015 - Present
Kellogg School of Management August 2013 - June 2015
BMO Capital Markets July 2010 - July 2013
Lincoln International May 2009 - July 2009
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Equity Research, Corporate Finance, Fixed Income, Investments, Private Equity, Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelors, Finance, Economics, Honors
Grand Crossing Capital LLC August 2015 - Present
Kellogg School of Management August 2013 - June 2015
BMO Capital Markets July 2010 - July 2013
Lincoln International May 2009 - July 2009
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets, Equity Research, Corporate Finance, Fixed Income, Investments, Private Equity, Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelors, Finance, Economics, Honors
Thomas Midura Thomas Midura's BMO Capital Markets Experience 2004 - 2010
Job Treasurer at Graycor
Industry Construction
Experience
Graycor June 2010 - Present
BMO Capital Markets 2004 - 2010
Banc One Capital Markets (now J.P. Morgan) 2003 - 2004
William Blair & Company 2000 - 2002
ABN AMRO Bank N.V. 1996 - 2000
Lehman Brothers 1995 - 1995
Skills
Mergers & Acquisitions, Risk Management, Strategic Planning, Business Development, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Management Strategy
University of California, Berkeley
BA
Graycor June 2010 - Present
BMO Capital Markets 2004 - 2010
Banc One Capital Markets (now J.P. Morgan) 2003 - 2004
William Blair & Company 2000 - 2002
ABN AMRO Bank N.V. 1996 - 2000
Lehman Brothers 1995 - 1995
Skills
Mergers & Acquisitions, Risk Management, Strategic Planning, Business Development, Corporate Finance, Valuation
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Management Strategy
University of California, Berkeley
BA
Donald Stewart Donald Stewart's BMO Capital Markets Experience May 2000 - June 2007
Job Executive Director at Morgan Stanley Canada Limited
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
BMO Capital Markets May 2000 - June 2007
Falconbridge Mining June 1999 - May 2000
Terrafix® Geosynthetics Inc. 1994 - 1998
Skills
Capital Markets, Derivatives, Trading, Electronic Trading, Financial Markets, Options, Equity Derivatives, Financial Modeling, Securities, Hedging, Equity Valuation, Trading Systems, ETFs
Education
Queen's University 1998 — 1999
MBA, Business
Queen's University 1989 — 1994
Engineering, Civil, Environmental
Morgan Stanley July 2007 - Present
BMO Capital Markets May 2000 - June 2007
Falconbridge Mining June 1999 - May 2000
Terrafix® Geosynthetics Inc. 1994 - 1998
Skills
Capital Markets, Derivatives, Trading, Electronic Trading, Financial Markets, Options, Equity Derivatives, Financial Modeling, Securities, Hedging, Equity Valuation, Trading Systems, ETFs
Education
Queen's University 1998 — 1999
MBA, Business
Queen's University 1989 — 1994
Engineering, Civil, Environmental
Darryl Pinkus Darryl Pinkus's BMO Capital Markets Experience July 2014 - Present
Job Trading Products Associate at BMO Capital Markets
Industry Investment Management
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets 2013 - 2013
PIMCO 2010 - 2012
PIMCO 2008 - 2010
Skills
Asset Management, Market Research, Bloomberg, Derivatives, Financial Analysis, Investment Management, Financial Modeling, Equities, Financial Reporting, Fixed Income, Valuation, Microsoft Excel, Portfolio Management, Investments
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Pepperdine University 2003 — 2007
BS, Accounting
BMO Capital Markets July 2014 - Present
BMO Capital Markets 2013 - 2013
PIMCO 2010 - 2012
PIMCO 2008 - 2010
Skills
Asset Management, Market Research, Bloomberg, Derivatives, Financial Analysis, Investment Management, Financial Modeling, Equities, Financial Reporting, Fixed Income, Valuation, Microsoft Excel, Portfolio Management, Investments
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Pepperdine University 2003 — 2007
BS, Accounting
liang zhi's BMO Capital Markets Experience September 2013 - May 2014
Job Finance at RBC Capital Market
Industry Banking
Experience
RBC Capital Markets May 2014 - Present
BMO Capital Markets September 2013 - May 2014
BMO Financial Group January 2011 - September 2013
BMO November 2009 - January 2011
Skills
Equities, Capital Markets, Options, Finance, Bloomberg, Financial Risk, Financial Services, Swaps, Trading, Analysis, Derivatives, Valuation, Financial Analysis, Fixed Income
Education
Queen's University 2012 — 2013
Master of Finance, Finance, General
York University 2005 — 2008
BAS, Finance
RBC Capital Markets May 2014 - Present
BMO Capital Markets September 2013 - May 2014
BMO Financial Group January 2011 - September 2013
BMO November 2009 - January 2011
Skills
Equities, Capital Markets, Options, Finance, Bloomberg, Financial Risk, Financial Services, Swaps, Trading, Analysis, Derivatives, Valuation, Financial Analysis, Fixed Income
Education
Queen's University 2012 — 2013
Master of Finance, Finance, General
York University 2005 — 2008
BAS, Finance
Lavanya Subramanian Lavanya Subramanian's BMO Capital Markets Experience September 2012 - February 2015
Job Senior Service Representative at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets September 2012 - February 2015
BNP PARIBAS SECURITIES SERVICES January 2010 - August 2011
Royal Bank of Scotland June 2006 - June 2009
Skills
Fixed Income, Foreign..., Bloomberg, SQL, Tally..., Society For Worldwide..., Continuous Linked..., CHIPS, CHAPS, RTGS and..., FedWire, SDLC, Interest Rate..., CDS, Fixed Income, FX Options, Fedwire, Bloomberg, Equities, Financial Services, Bonds, Trading
Education
Pondicherry University 2006 — 2008
Master of Business Administration (MBA), International Business
University of Madras 2003 — 2006
Bachelor of Commerce (B.Com.), Finance, General
BMO Capital Markets September 2012 - February 2015
BNP PARIBAS SECURITIES SERVICES January 2010 - August 2011
Royal Bank of Scotland June 2006 - June 2009
Skills
Fixed Income, Foreign..., Bloomberg, SQL, Tally..., Society For Worldwide..., Continuous Linked..., CHIPS, CHAPS, RTGS and..., FedWire, SDLC, Interest Rate..., CDS, Fixed Income, FX Options, Fedwire, Bloomberg, Equities, Financial Services, Bonds, Trading
Education
Pondicherry University 2006 — 2008
Master of Business Administration (MBA), International Business
University of Madras 2003 — 2006
Bachelor of Commerce (B.Com.), Finance, General
Laura Hacker's BMO Capital Markets Experience April 2011 - July 2015
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2015 - Present
BMO Capital Markets April 2011 - July 2015
BMO Capital Markets April 2010 - April 2011
BMO Capital Markets July 2009 - April 2010
General Mills Inc May 2008 - August 2008
Chandler Group Executive Search April 2006 - December 2007
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Due Diligence, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance; Management and Organizations
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration, Finance, Investment & Banking; Marketing
Hopkins High School
UC Chile
UC Chile
Universidad de Sevilla
BMO Harris Bank July 2015 - Present
BMO Capital Markets April 2011 - July 2015
BMO Capital Markets April 2010 - April 2011
BMO Capital Markets July 2009 - April 2010
General Mills Inc May 2008 - August 2008
Chandler Group Executive Search April 2006 - December 2007
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Due Diligence, Mergers & Acquisitions, Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance; Management and Organizations
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration, Finance, Investment & Banking; Marketing
Hopkins High School
UC Chile
UC Chile
Universidad de Sevilla
Jessica Schapiro Jessica Schapiro's BMO Capital Markets Experience June 2014 - September 2014
Job Business Analyst at A.T. Kearney
Industry Investment Banking
Experience
A.T. Kearney September 2015 - Present
BMO Capital Markets June 2014 - September 2014
The Peakstone Group June 2013 - August 2013
My Health and Money July 2012 - September 2012
The Peakstone Group June 2012 - September 2012
Skills
French, Economics, Capital IQ, Salesforce.com, Entrepreneurship
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Northside College Preparatory High School 2007 — 2011
A.T. Kearney September 2015 - Present
BMO Capital Markets June 2014 - September 2014
The Peakstone Group June 2013 - August 2013
My Health and Money July 2012 - September 2012
The Peakstone Group June 2012 - September 2012
Skills
French, Economics, Capital IQ, Salesforce.com, Entrepreneurship
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Northside College Preparatory High School 2007 — 2011
Peter C Impellizeri Peter C Impellizeri's BMO Capital Markets Experience November 2009 - January 2011
Job Futures Operations at Bridgewater Associates
Industry Investment Banking
Experience
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
Nicholas Ruggieri's BMO Capital Markets Experience August 2012 - Present
Job Associate Director, Head of US Equity & Option Operations at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets August 2012 - Present
BMO Capital Markets May 2011 - August 2012
Goldman Sachs April 2004 - May 2011
Skills
Corporate Actions, Operational Risk..., Middle Office, Derivatives, Prime Brokerage, Equities, Options, Fixed Income, Trading Systems, Back Office, Capital Markets, Futures, Compliance, Regulatory Requirements, Operations Management, Business Analysis, Equity Derivatives, Swaps, Risk Management, Project Management, Credit Derivatives, Investment Banking, FX Options, Electronic Trading, Securities, Collateral Management, Interest Rate..., Structured Products, Equity Trading, Settlement, Management, Financial Markets, Hedge Funds, Trading
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
BMO Capital Markets August 2012 - Present
BMO Capital Markets May 2011 - August 2012
Goldman Sachs April 2004 - May 2011
Skills
Corporate Actions, Operational Risk..., Middle Office, Derivatives, Prime Brokerage, Equities, Options, Fixed Income, Trading Systems, Back Office, Capital Markets, Futures, Compliance, Regulatory Requirements, Operations Management, Business Analysis, Equity Derivatives, Swaps, Risk Management, Project Management, Credit Derivatives, Investment Banking, FX Options, Electronic Trading, Securities, Collateral Management, Interest Rate..., Structured Products, Equity Trading, Settlement, Management, Financial Markets, Hedge Funds, Trading
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Andrew Lawlor's BMO Capital Markets Experience May 2015 - Present
Job Investment Banking Summer Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2015 - Present
Social Focus Consulting April 2014 - Present
Braintrust September 2014 - Present
C&C Motor Sales Ltd. May 2014 - September 2014
Queen's University Business Engagement April 2013 - April 2014
C&C Motor Sales Ltd. February 2009 - December 2013
Aecon May 2013 - September 2013
Canadian AutoWorld April 2012 - July 2012
Metroland June 2011 - May 2012
Skills
Social Media, Photoshop, Public Speaking, Online Advertising, Photography, Matlab, Python, Microsoft Office, Journalism, Marketing, Microsoft Word, Project Planning, Social Media Marketing, Social Networking, Java
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.)
All Saints Catholic Secondary School 2008 — 2012
BMO Capital Markets May 2015 - Present
Social Focus Consulting April 2014 - Present
Braintrust September 2014 - Present
C&C Motor Sales Ltd. May 2014 - September 2014
Queen's University Business Engagement April 2013 - April 2014
C&C Motor Sales Ltd. February 2009 - December 2013
Aecon May 2013 - September 2013
Canadian AutoWorld April 2012 - July 2012
Metroland June 2011 - May 2012
Skills
Social Media, Photoshop, Public Speaking, Online Advertising, Photography, Matlab, Python, Microsoft Office, Journalism, Marketing, Microsoft Word, Project Planning, Social Media Marketing, Social Networking, Java
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.)
All Saints Catholic Secondary School 2008 — 2012
Debbie Rechter's BMO Capital Markets Experience January 1993 - Present
Job Managing Director, CoHead U.S. Investor Sales, Fixed Income, Currencies and Commodities at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 1993 - Present
J.P. Morgan Chase (First National Bank of Chicago) June 1988 - January 1993
Salomon Brothers 1982 - 1986
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance, Marketing, International Business
BMO Capital Markets January 1993 - Present
J.P. Morgan Chase (First National Bank of Chicago) June 1988 - January 1993
Salomon Brothers 1982 - 1986
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Master of Management, Finance, Marketing, International Business
Ben Detlor Ben Detlor's BMO Capital Markets Experience November 2013 - March 2014
Job Associate at McGladrey
Industry Financial Services
Experience
McGladrey March 2014 - Present
BMO Capital Markets November 2013 - March 2014
Nth Degree Fiduciary Solutions May 2011 - October 2013
Skills
OFAC, Internal Audit, Bank Secrecy Act, Anti Money Laundering, Compliance
Education
Queen's University 2009 — 2013
Bachelor's degree
McGladrey March 2014 - Present
BMO Capital Markets November 2013 - March 2014
Nth Degree Fiduciary Solutions May 2011 - October 2013
Skills
OFAC, Internal Audit, Bank Secrecy Act, Anti Money Laundering, Compliance
Education
Queen's University 2009 — 2013
Bachelor's degree
Kei Noguchi Doncic Kei Noguchi Doncic's BMO Capital Markets Experience July 2002 - January 2005
Job Director of Strategy & Planning at Symantec
Industry Computer Software
Experience
Symantec September 2013 - Present
Symantec August 2011 - August 2013
Symantec August 2010 - August 2011
Symantec August 2008 - August 2010
Brown-Forman June 2007 - August 2007
The Clement Group February 2005 - May 2006
BMO Capital Markets July 2002 - January 2005
Goldman Sachs (Tokyo) June 2001 - August 2001
Procter & Gamble September 2000 - September 2000
Allstate June 2000 - August 2000
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
Symantec September 2013 - Present
Symantec August 2011 - August 2013
Symantec August 2010 - August 2011
Symantec August 2008 - August 2010
Brown-Forman June 2007 - August 2007
The Clement Group February 2005 - May 2006
BMO Capital Markets July 2002 - January 2005
Goldman Sachs (Tokyo) June 2001 - August 2001
Procter & Gamble September 2000 - September 2000
Allstate June 2000 - August 2000
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, Strategy, Entrepreneurship
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
Les Ross Les Ross's BMO Capital Markets Experience October 2000 - December 2008
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Managment August 2009 - Present
BMO Capital Markets October 2000 - December 2008
Bank of Montreal January 1997 - October 2000
Bank of Montreal February 1990 - December 1995
Skills
Equity Derivatives, Portfolio Management, Equities, Derivatives, Investments, Mutual Funds, Banking, Strategic Financial..., Credit, Risk Management, Financial Services, Investment Management, Capital Markets, Private Banking, Wealth Management, Wealth Management..., Relationship Management
Education
York University 1990 — 1992
MBA, strategy
Queen's University 1979 — 1983
B.Comm., Finance, Marketing
RBC Wealth Managment August 2009 - Present
BMO Capital Markets October 2000 - December 2008
Bank of Montreal January 1997 - October 2000
Bank of Montreal February 1990 - December 1995
Skills
Equity Derivatives, Portfolio Management, Equities, Derivatives, Investments, Mutual Funds, Banking, Strategic Financial..., Credit, Risk Management, Financial Services, Investment Management, Capital Markets, Private Banking, Wealth Management, Wealth Management..., Relationship Management
Education
York University 1990 — 1992
MBA, strategy
Queen's University 1979 — 1983
B.Comm., Finance, Marketing
Todd Pozzuoli Todd Pozzuoli's BMO Capital Markets Experience November 2006 - June 2010
Job at HSBC
Industry Banking
Experience
HSBC July 2014 - Present
HSBC July 2012 - July 2014
US Bank October 2010 - July 2012
BMO Capital Markets November 2006 - June 2010
Merrill Lynch January 2000 - November 2006
Skills
Credit, Credit Analysis, Syndications, Commercial Real Estate, Asset Based Lending, Cash Flow, International Banking..., Risk Management, Portfolio Management, Commercial Banking, Middle Market, Institutional, Derivatives, Corporate Finance, Structured Finance, Leveraged Finance, Banking, Relationship Management, Capital Markets, Cash Flow Lending, Finance, Loans, Financial Analysis, Financial Modeling, Commercial Lending
Education
Northwestern University
Accounting
University of Michigan (Dearborn)
Business, Finance, Economics
De La Salle Collegiate High School
HSBC July 2014 - Present
HSBC July 2012 - July 2014
US Bank October 2010 - July 2012
BMO Capital Markets November 2006 - June 2010
Merrill Lynch January 2000 - November 2006
Skills
Credit, Credit Analysis, Syndications, Commercial Real Estate, Asset Based Lending, Cash Flow, International Banking..., Risk Management, Portfolio Management, Commercial Banking, Middle Market, Institutional, Derivatives, Corporate Finance, Structured Finance, Leveraged Finance, Banking, Relationship Management, Capital Markets, Cash Flow Lending, Finance, Loans, Financial Analysis, Financial Modeling, Commercial Lending
Education
Northwestern University
Accounting
University of Michigan (Dearborn)
Business, Finance, Economics
De La Salle Collegiate High School
Matthew Gitelis Matthew Gitelis's BMO Capital Markets Experience April 2011 - July 2012
Job Project Coordinator, Surgical Research at NorthShore University HealthSystem
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem July 2013 - Present
Traditum Group July 2012 - July 2013
BMO Capital Markets April 2011 - July 2012
Luminant May 2010 - August 2010
Iowa Grain Company May 2005 - January 2010
Skills
Proprietary Trading
Education
Northwestern University 2012 — 2014
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
Finance
Hinsdale Central High School 2003 — 2007
NorthShore University HealthSystem July 2013 - Present
Traditum Group July 2012 - July 2013
BMO Capital Markets April 2011 - July 2012
Luminant May 2010 - August 2010
Iowa Grain Company May 2005 - January 2010
Skills
Proprietary Trading
Education
Northwestern University 2012 — 2014
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
Finance
Hinsdale Central High School 2003 — 2007
Ryan Kellar Ryan Kellar's BMO Capital Markets Experience July 2014 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - June 2014
BMO Capital Markets September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
CIBC July 2006 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Equity Research, Corporate Finance, Bloomberg, Private Equity, Capital Markets
Education
Wilfrid Laurier University 2009 — 2011
Masters, Finance
Queen's University 2005 — 2006
Bachelors, Economics
Queen's University 2001 — 2005
Bachelors, Mechanical Engineering
BMO Capital Markets July 2014 - Present
BMO Capital Markets July 2011 - June 2014
BMO Capital Markets September 2010 - December 2010
BMO Capital Markets January 2010 - April 2010
CIBC July 2006 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Equity Research, Corporate Finance, Bloomberg, Private Equity, Capital Markets
Education
Wilfrid Laurier University 2009 — 2011
Masters, Finance
Queen's University 2005 — 2006
Bachelors, Economics
Queen's University 2001 — 2005
Bachelors, Mechanical Engineering
Danleigh Flesch Danleigh Flesch's BMO Capital Markets Experience September 2006 - March 2010
Job Regional Compliance Manager at BMO Private Banking
Industry Investment Management
Experience
BMO Harris Private Banking May 2011 - October 2014
BMO Harris Private Banking May 2010 - May 2011
BMO Capital Markets September 2006 - March 2010
Education
Queen's University 2002 — 2006
BAH, Psychology
BMO Harris Private Banking May 2011 - October 2014
BMO Harris Private Banking May 2010 - May 2011
BMO Capital Markets September 2006 - March 2010
Education
Queen's University 2002 — 2006
BAH, Psychology
Chris Luke Chris Luke's BMO Capital Markets Experience November 2002 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2002 - Present
ABN AMRO August 1993 - April 2001
Canadian Imperial Bank of Commerce August 1988 - August 1993
Skills
Derivatives, Fixed Income, Structured Products, Trading, Investments, Funding, Venture Capital, Banking, Financial Markets, Capital Markets, Equities, Bloomberg, Swaps, Options, Securities, Hedging, Structuring, Bonds, Risk Management, Private Equity, Trading Systems, Wealth Management, Financial Structuring, Financial Institutions, Hedge Funds, Structured Finance, Interest Rate..., FX Options, Investment Banking, Credit Derivatives, Equity Derivatives, Alternative Investments, Commodity, Market Risk, Series 7
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Finance
Northwestern University 1981 — 1985
BS, Chemical Engineering
BMO Capital Markets November 2002 - Present
ABN AMRO August 1993 - April 2001
Canadian Imperial Bank of Commerce August 1988 - August 1993
Skills
Derivatives, Fixed Income, Structured Products, Trading, Investments, Funding, Venture Capital, Banking, Financial Markets, Capital Markets, Equities, Bloomberg, Swaps, Options, Securities, Hedging, Structuring, Bonds, Risk Management, Private Equity, Trading Systems, Wealth Management, Financial Structuring, Financial Institutions, Hedge Funds, Structured Finance, Interest Rate..., FX Options, Investment Banking, Credit Derivatives, Equity Derivatives, Alternative Investments, Commodity, Market Risk, Series 7
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Finance
Northwestern University 1981 — 1985
BS, Chemical Engineering
Earl Lee Earl Lee's BMO Capital Markets Experience 2014 - Present
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
Nomura Securities June 2011 - 2013
MBA Investment Fund, LLC March 2011 - May 2012
Samsung Austin Semiconductor January 2009 - August 2010
Samsung Austin Semiconductor July 2007 - December 2008
General Motors May 2006 - August 2006
Skills
Chartered Financial..., Financial Modeling, Valuation, Financial Analysis, Cross-functional Team..., Data Analysis, Corporate Finance, VBA, Six Sigma, Forecasting, Business Strategy, Project Management, Analytics, Management, Risk Management, Strategy, Investment Banking, Leadership, Business Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Equity Research, Investment Management, Capital Markets, Asset Management, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Purdue University 2003 — 2007
Bachelor of Science, Industrial Engineering
BMO Capital Markets 2014 - Present
Nomura Securities June 2011 - 2013
MBA Investment Fund, LLC March 2011 - May 2012
Samsung Austin Semiconductor January 2009 - August 2010
Samsung Austin Semiconductor July 2007 - December 2008
General Motors May 2006 - August 2006
Skills
Chartered Financial..., Financial Modeling, Valuation, Financial Analysis, Cross-functional Team..., Data Analysis, Corporate Finance, VBA, Six Sigma, Forecasting, Business Strategy, Project Management, Analytics, Management, Risk Management, Strategy, Investment Banking, Leadership, Business Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Equity Research, Investment Management, Capital Markets, Asset Management, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Purdue University 2003 — 2007
Bachelor of Science, Industrial Engineering
Stephanie Petti Stephanie Petti's BMO Capital Markets Experience December 2013 - Present
Job Director, Foreign Exchange Sales at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets December 2013 - Present
BMO Capital Markets 2012 - 2013
BMO Capital Markets 2010 - 2012
BMO Capital Markets 2007 - 2010
BMO Capital Markets 2000 - 2007
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Bloomberg, Private Equity, Fixed Income, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Trading, Financial Markets, Alternative Investments, Asset Management, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing, Management, Finance
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
BMO Capital Markets December 2013 - Present
BMO Capital Markets 2012 - 2013
BMO Capital Markets 2010 - 2012
BMO Capital Markets 2007 - 2010
BMO Capital Markets 2000 - 2007
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Bloomberg, Private Equity, Fixed Income, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis, Portfolio Management, Investments, Trading, Financial Markets, Alternative Investments, Asset Management, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing, Management, Finance
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
Pranav Taneja Pranav Taneja's BMO Capital Markets Experience May 2011 - March 2012
Job Business Analyst at TD
Industry Information Technology and Services
Experience
TD May 2013 - Present
CGI May 2012 - Present
BMO Capital Markets May 2011 - March 2012
Nebula Ventures,Pune April 2008 - April 2010
HSBC Software Development (India) Pvt. Ltd. August 2006 - April 2010
Skills
Calypso, Integration, Interest Rate..., Analysis, Wealth Management, Requirements Gathering, Business Analysis, SDLC, Derivatives, Quality Center, Requirements Analysis, Entrepreneurship, Leadership, Development Tools, Software Project..., Business Requirements, IT Strategy, Business Intelligence, PMP, Fixed Income, Solution Architecture, Trading, Project Management, CAM Tool, HPQC, Credit Rate Derivatives, Ajile Project Management, Credit Value Adjustment..., Unix, Bloomberg, ITIL v3 Foundations..., Security Lending, Repo, Bonds, Capital Markets, Counterparty Risk
Education
Queen's University 2010 — 2011
Master of Business Administration [MBA]
Yeshwantrao Chavan College of Engineering, Nagpur University 2002 — 2006
Bachelor of Engineering, Electronics
SPSEC
TD May 2013 - Present
CGI May 2012 - Present
BMO Capital Markets May 2011 - March 2012
Nebula Ventures,Pune April 2008 - April 2010
HSBC Software Development (India) Pvt. Ltd. August 2006 - April 2010
Skills
Calypso, Integration, Interest Rate..., Analysis, Wealth Management, Requirements Gathering, Business Analysis, SDLC, Derivatives, Quality Center, Requirements Analysis, Entrepreneurship, Leadership, Development Tools, Software Project..., Business Requirements, IT Strategy, Business Intelligence, PMP, Fixed Income, Solution Architecture, Trading, Project Management, CAM Tool, HPQC, Credit Rate Derivatives, Ajile Project Management, Credit Value Adjustment..., Unix, Bloomberg, ITIL v3 Foundations..., Security Lending, Repo, Bonds, Capital Markets, Counterparty Risk
Education
Queen's University 2010 — 2011
Master of Business Administration [MBA]
Yeshwantrao Chavan College of Engineering, Nagpur University 2002 — 2006
Bachelor of Engineering, Electronics
SPSEC
Gillian Scarfe Gillian Scarfe's BMO Capital Markets Experience March 2010 - June 2010
Job Associate Vice President, TD Securities Strategy, Governance & Policy
Industry Financial Services
Experience
TD Bank Group April 2014 - Present
TD Bank Group September 2011 - April 2014
Stratix Consulting July 2011 - August 2011
TD Bank Financial Group June 2010 - March 2011
BMO Capital Markets March 2010 - June 2010
CGI April 2009 - March 2010
Scotiabank 1999 - 2008
Scotia McLeod June 1996 - July 1999
RBC Dominion Securities Inc 1992 - 1996
Skills
Project Management, Business Analysis, Business Relationship..., Software Development, Requirements Gathering, Program Management, IT Management, Integration, Strategy, Strategic Planning, Financial Services, Operations Management, Requirements Analysis, Capital Markets, Risk Management, Business Process, Management, Portfolio Management, SDLC, Banking
Education
Queen's University 1982 — 1986
BA Honours, Economics/Biology
Oakville Trafalgar High School 1978 — 1982
TD Bank Group April 2014 - Present
TD Bank Group September 2011 - April 2014
Stratix Consulting July 2011 - August 2011
TD Bank Financial Group June 2010 - March 2011
BMO Capital Markets March 2010 - June 2010
CGI April 2009 - March 2010
Scotiabank 1999 - 2008
Scotia McLeod June 1996 - July 1999
RBC Dominion Securities Inc 1992 - 1996
Skills
Project Management, Business Analysis, Business Relationship..., Software Development, Requirements Gathering, Program Management, IT Management, Integration, Strategy, Strategic Planning, Financial Services, Operations Management, Requirements Analysis, Capital Markets, Risk Management, Business Process, Management, Portfolio Management, SDLC, Banking
Education
Queen's University 1982 — 1986
BA Honours, Economics/Biology
Oakville Trafalgar High School 1978 — 1982
Kathryn Nixon, CFA's BMO Capital Markets Experience April 2012 - April 2014
Job Credit Trading Desk Analyst at TD Securities
Industry Capital Markets
Experience
TD Securities May 2014 - Present
BMO Capital Markets April 2012 - April 2014
Paradigm Capital September 2009 - March 2012
Skills
Financial Modeling, Fixed Income, Equities, Capital Markets, Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Bloomberg, Mergers & Acquisitions, Corporate Finance, Equity Valuation, Credit
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Commerce - Finance
TD Securities May 2014 - Present
BMO Capital Markets April 2012 - April 2014
Paradigm Capital September 2009 - March 2012
Skills
Financial Modeling, Fixed Income, Equities, Capital Markets, Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Bloomberg, Mergers & Acquisitions, Corporate Finance, Equity Valuation, Credit
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Commerce - Finance
Aaron Xu Aaron Xu's BMO Capital Markets Experience January 2013 - April 2013
Job Officer at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Globalive Communications Corp. September 2013 - March 2014
BMO Capital Markets January 2013 - April 2013
CGI May 2012 - August 2012
Scotiabank September 2010 - April 2011
University of Waterloo January 2010 - April 2010
Skills
Data Analysis, SQL, Business Analysis, Microsoft Excel, Analysis, Programming, HTML, Microsoft Office, SharePoint, Visio, Matlab, .NET, Testing
Education
University of Waterloo 2008 — 2013
Candidate for Bachelor, Computing and Financial Management
Peking University 2006 — 2007
EECS
Bank of America Merrill Lynch July 2014 - Present
Globalive Communications Corp. September 2013 - March 2014
BMO Capital Markets January 2013 - April 2013
CGI May 2012 - August 2012
Scotiabank September 2010 - April 2011
University of Waterloo January 2010 - April 2010
Skills
Data Analysis, SQL, Business Analysis, Microsoft Excel, Analysis, Programming, HTML, Microsoft Office, SharePoint, Visio, Matlab, .NET, Testing
Education
University of Waterloo 2008 — 2013
Candidate for Bachelor, Computing and Financial Management
Peking University 2006 — 2007
EECS
Mitch Kern Mitch Kern's BMO Capital Markets Experience 1993 - 1998
Job Partner at Graylight Partners, LLC
Industry Venture Capital & Private Equity
Experience
Graylight Partners, LLC November 2011 - Present
Churchill Equity Partners 2000 - October 2011
BMO Capital Markets 1993 - 1998
Skills
Private Equity, Corporate Development, Mergers, Due Diligence, Valuation, Investment Banking, LBO, Private Placements, Investments, Financial Modeling, Corporate Finance, Strategic Planning, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Notre Dame 1988 — 1992
BA, Finance and Philosophy
Bellarmine College Preparatory 1984 — 1988
Graylight Partners, LLC November 2011 - Present
Churchill Equity Partners 2000 - October 2011
BMO Capital Markets 1993 - 1998
Skills
Private Equity, Corporate Development, Mergers, Due Diligence, Valuation, Investment Banking, LBO, Private Placements, Investments, Financial Modeling, Corporate Finance, Strategic Planning, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
University of Notre Dame 1988 — 1992
BA, Finance and Philosophy
Bellarmine College Preparatory 1984 — 1988
Brian Bunker Brian Bunker's BMO Capital Markets Experience July 2010 - June 2012
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2012 - Present
BMO Capital Markets July 2010 - June 2012
Federal Reserve Board August 2005 - August 2008
Skills
Investments, Portfolio Management, Asset Managment, Trading, Asset Management, Finance, Derivatives, Financial Markets, Securities, Bonds, Bloomberg, Financial Analysis, Fixed Income
Education
Princeton University 2008 — 2010
Master in Finance
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics with Highest Distinction and Honors
Neuberger Berman July 2012 - Present
BMO Capital Markets July 2010 - June 2012
Federal Reserve Board August 2005 - August 2008
Skills
Investments, Portfolio Management, Asset Managment, Trading, Asset Management, Finance, Derivatives, Financial Markets, Securities, Bonds, Bloomberg, Financial Analysis, Fixed Income
Education
Princeton University 2008 — 2010
Master in Finance
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics with Highest Distinction and Honors
David Wismer David Wismer's BMO Capital Markets Experience April 2008 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2008 - Present
CIBC World Markets July 2000 - March 2008
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
Queen's University 1989 — 1993
B.Sc., Mechanical Engineering
BMO Capital Markets April 2008 - Present
CIBC World Markets July 2000 - March 2008
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
Queen's University 1989 — 1993
B.Sc., Mechanical Engineering
Adam Johnson, CPA, CA, CBV, CFA Adam Johnson, CPA, CA, CBV, CFA's BMO Capital Markets Experience May 2012 - January 2014
Job Business Valuator, Equity Research Analyst, and Chartered Accountant
Industry Accounting
Experience
MQE Insight 2015 - Present
PwC September 2014 - Present
Kalex Valuations February 2014 - September 2014
BMO Capital Markets May 2012 - January 2014
BDO Canada October 2010 - May 2012
BDO Canada May 2007 - October 2010
Skills
Corporate Finance, Valuation, IFRS, Equity Research, Financial Analysis, Business Valuation, Financial Modeling
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Finance & Accounting
MQE Insight 2015 - Present
PwC September 2014 - Present
Kalex Valuations February 2014 - September 2014
BMO Capital Markets May 2012 - January 2014
BDO Canada October 2010 - May 2012
BDO Canada May 2007 - October 2010
Skills
Corporate Finance, Valuation, IFRS, Equity Research, Financial Analysis, Business Valuation, Financial Modeling
Education
Queen's University 2005 — 2009
Bachelor of Commerce, Finance & Accounting
Matt Branom's BMO Capital Markets Experience 1999 - 2005
Job
Industry Marketing and Advertising
Experience
Boone County Shopper July 2007 - Present
PepsiCo February 2006 - June 2007
BMO Capital Markets 1999 - 2005
American National Bank 1997 - 1998
Skills
Financial Analysis, Marketing Communications, Strategic Planning, Sales, New Business Development, Corporate Finance, Financial Modeling, Customer Service, Marketing Strategy, Sales Management, Marketing, Business Development, Leadership, Strategy, Competitive Analysis, Management, Team Building
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Marketing & Strategy
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts, Finance
Boone County Shopper July 2007 - Present
PepsiCo February 2006 - June 2007
BMO Capital Markets 1999 - 2005
American National Bank 1997 - 1998
Skills
Financial Analysis, Marketing Communications, Strategic Planning, Sales, New Business Development, Corporate Finance, Financial Modeling, Customer Service, Marketing Strategy, Sales Management, Marketing, Business Development, Leadership, Strategy, Competitive Analysis, Management, Team Building
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Marketing & Strategy
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts, Finance
Daniel Salmon Daniel Salmon's BMO Capital Markets Experience April 2008 - Present
Job Equity Research Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2008 - Present
BMO Capital Markets 2004 - 2008
Citi 2000 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Advertising, M&A experience, Capital Markets, Competitive Analysis, Venture Capital, Online Advertising, Equity Trading, Mergers & Acquisitions, Corporate Development, Ad Tech, Social Media Marketing, Advertising Agency, Media
Education
Princeton University 1995 — 1999
AB, Political Economy
Trintiy College School 1990 — 1995
OSSD
BMO Capital Markets April 2008 - Present
BMO Capital Markets 2004 - 2008
Citi 2000 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Advertising, M&A experience, Capital Markets, Competitive Analysis, Venture Capital, Online Advertising, Equity Trading, Mergers & Acquisitions, Corporate Development, Ad Tech, Social Media Marketing, Advertising Agency, Media
Education
Princeton University 1995 — 1999
AB, Political Economy
Trintiy College School 1990 — 1995
OSSD
Chloe Tait Chloe Tait's BMO Capital Markets Experience June 2013 - August 2013
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman January 2015 - Present
BMO Capital Markets June 2013 - August 2013
Skills
Teamwork, Leadership, Public Speaking, Financial Analysis, Market Analysis, Problem Solving
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
Sotheby's Institute of Art 2014 — 2014
Stockholm School of Economics 2013 — 2013
Bachelor of Science (B.Sc.), Finance
Neuchâtel Junior College 2009 — 2010
Ontario Secondary School Diploma
Oliver Wyman January 2015 - Present
BMO Capital Markets June 2013 - August 2013
Skills
Teamwork, Leadership, Public Speaking, Financial Analysis, Market Analysis, Problem Solving
Education
Queen's University 2010 — 2014
Bachelor of Commerce (B.Com.), Finance
Sotheby's Institute of Art 2014 — 2014
Stockholm School of Economics 2013 — 2013
Bachelor of Science (B.Sc.), Finance
Neuchâtel Junior College 2009 — 2010
Ontario Secondary School Diploma
Ramy Farag, MFin Ramy Farag, MFin's BMO Capital Markets Experience November 2013 - Present
Job Associate, IFI Europe & MENA
Industry Capital Markets
Experience
BMO Capital Markets November 2013 - Present
BMO Financial Group July 2011 - November 2013
Towers Watson June 2008 - April 2010
ING Insurance Company of Canada May 2007 - August 2007
Skills
Quantitative, Financial Modeling, Basel II, Financial Reporting, Corporate Finance, Highly Analytical, Presentation Development, Analytical Skills, Derivatives, Financial Analysis, Trading, Quantitative Finance, Bloomberg, Capital Markets, Investment Banking, Valuation, Equities
Education
Queen's University 2010 — 2011
Masters, Management in Finance
York University 2004 — 2008
HONS. BA., Mathematics for Commerce (Actuarial Stream)
Étienne-Brûlé 2000 — 2004
BMO Capital Markets November 2013 - Present
BMO Financial Group July 2011 - November 2013
Towers Watson June 2008 - April 2010
ING Insurance Company of Canada May 2007 - August 2007
Skills
Quantitative, Financial Modeling, Basel II, Financial Reporting, Corporate Finance, Highly Analytical, Presentation Development, Analytical Skills, Derivatives, Financial Analysis, Trading, Quantitative Finance, Bloomberg, Capital Markets, Investment Banking, Valuation, Equities
Education
Queen's University 2010 — 2011
Masters, Management in Finance
York University 2004 — 2008
HONS. BA., Mathematics for Commerce (Actuarial Stream)
Étienne-Brûlé 2000 — 2004
Jason Stuck, CFA Jason Stuck, CFA's BMO Capital Markets Experience January 2004 - January 2012
Job Performance Trust Capital Partners, LLC
Industry Financial Services
Experience
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Performance Trust Capital Partners January 2012 - Present
BMO Capital Markets January 2004 - January 2012
Driehaus Capital Management January 2000 - January 2004
Hewitt Investment Group January 1999 - January 2000
Skills
Bonds, Municipal Bonds, Fixed Income Strategies, Fixed Income Portfolio..., CMO, CDs, Mortgage Securities, Fixed Income Analysis, Fixed Asset Management, Fixed Rate Mortgages, Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Finance, Equities, Alternative Investments, Mutual Funds, Capital Markets, Series 7, Financial Analysis, Securities, Bloomberg
Education
Northwestern University - Kellogg School of Management 2003 — 2007
MBA, Finance, Management
Wheaton College 1996 — 1999
BA, Finance
North High School 1991 — 1996
Crystal Maloney, CPA, CMA, CFA Crystal Maloney, CPA, CMA, CFA's BMO Capital Markets Experience 2000 - 2005
Job Portfolio Management and Research Professional
Industry Investment Management
Experience
CIBC Asset Management 2015 - Present
CIBC Asset Management 2014 - 2015
OtterWood Capital Management 2012 - 2013
AEGON Capital Management 2005 - 2012
BMO Capital Markets 2000 - 2005
Queensway Financial Holdings Inc 1997 - 2000
Coca-Cola Beverages Ltd 1995 - 1997
Skills
Portfolio Management, Equity Valuation, Equity Research, Asset Management, Financial Analysis, Non-profit Experience, Financial Management, Financial Modeling, Equities, Asset Managment, Hedge Funds, Investments, Investment Strategies, Risk Management, Derivatives, Asset Allocation, Bloomberg, ThomsonOne, Socially Responsible..., Financial Services, Finance, Investment Management, Capital Markets, Alternative Investments, Fixed Income, Mutual Funds, Bonds, Investment Banking, Financial Risk
Education
CFA Institute 1998 — 2001
CFA, Chartered Financial Analyst
Society of Management Accountants of Ontario 1995 — 1998
CMA, Certified Management Accountant
Queen's University 1991 — 1995
Bachelor of Commerce, Honours, Finance, Marketing
CIBC Asset Management 2015 - Present
CIBC Asset Management 2014 - 2015
OtterWood Capital Management 2012 - 2013
AEGON Capital Management 2005 - 2012
BMO Capital Markets 2000 - 2005
Queensway Financial Holdings Inc 1997 - 2000
Coca-Cola Beverages Ltd 1995 - 1997
Skills
Portfolio Management, Equity Valuation, Equity Research, Asset Management, Financial Analysis, Non-profit Experience, Financial Management, Financial Modeling, Equities, Asset Managment, Hedge Funds, Investments, Investment Strategies, Risk Management, Derivatives, Asset Allocation, Bloomberg, ThomsonOne, Socially Responsible..., Financial Services, Finance, Investment Management, Capital Markets, Alternative Investments, Fixed Income, Mutual Funds, Bonds, Investment Banking, Financial Risk
Education
CFA Institute 1998 — 2001
CFA, Chartered Financial Analyst
Society of Management Accountants of Ontario 1995 — 1998
CMA, Certified Management Accountant
Queen's University 1991 — 1995
Bachelor of Commerce, Honours, Finance, Marketing
Blake Jara Goldstein's BMO Capital Markets Experience October 2013 - Present
Job
Industry Investment Banking
Experience
BMO Capital Markets October 2013 - Present
UBS Investment Bank June 2006 - October 2013
Education
Teachers College of Columbia University 2001 — 2003
Master of Arts (M.A.), Social/Organizational Psychology
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
BMO Capital Markets October 2013 - Present
UBS Investment Bank June 2006 - October 2013
Education
Teachers College of Columbia University 2001 — 2003
Master of Arts (M.A.), Social/Organizational Psychology
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Joshua Goldfarb Joshua Goldfarb's BMO Capital Markets Experience July 2007 - Present
Job Vice President, Investment & Corporate Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2007 - Present
Skills
Capital Markets, Valuation
Education
Queen's University 2003 — 2007
Bachelor of Science (B.Sc.), Mining and Mineral Engineering
BMO Capital Markets July 2007 - Present
Skills
Capital Markets, Valuation
Education
Queen's University 2003 — 2007
Bachelor of Science (B.Sc.), Mining and Mineral Engineering
Alex Koustas's BMO Capital Markets Experience March 2012 - Present
Job Economist at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets March 2012 - Present
Scotia Capital October 2008 - March 2012
Marinos Koustas family 1985 - 2011
Brock University April 2007 - September 2007
Ontario Liquor and Gaming Corporation May 2006 - September 2006
Skills
Economics, Financial Modeling, Macroeconomics, Policy Analysis, Forecasting, Banking, French, Bloomberg, Capital Markets, Credit Analysis, Econometrics, Risk Management, Credit Risk, Enterprise Risk..., Analysis, Fixed Income, Valuation, Corporate Finance
Education
Queen's University 2007 — 2008
Masters, Economics
Queen's University 2007 — 2008
Master's degree, Economics
BMO Capital Markets March 2012 - Present
Scotia Capital October 2008 - March 2012
Marinos Koustas family 1985 - 2011
Brock University April 2007 - September 2007
Ontario Liquor and Gaming Corporation May 2006 - September 2006
Skills
Economics, Financial Modeling, Macroeconomics, Policy Analysis, Forecasting, Banking, French, Bloomberg, Capital Markets, Credit Analysis, Econometrics, Risk Management, Credit Risk, Enterprise Risk..., Analysis, Fixed Income, Valuation, Corporate Finance
Education
Queen's University 2007 — 2008
Masters, Economics
Queen's University 2007 — 2008
Master's degree, Economics
Andrew Makishi Andrew Makishi's BMO Capital Markets Experience July 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - Present
Dell May 2013 - August 2013
Time Warner Cable June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Teamwork, Financial Analysis, Public Speaking, Research, Finance, Equity Research, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Mergers, Microsoft Office
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.7
University of Pecs 2011 — 2011
Simonyi Center for Entrepreneurship
BMO Capital Markets July 2014 - Present
Dell May 2013 - August 2013
Time Warner Cable June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Teamwork, Financial Analysis, Public Speaking, Research, Finance, Equity Research, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Mergers, Microsoft Office
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.7
University of Pecs 2011 — 2011
Simonyi Center for Entrepreneurship
Justin Cook Justin Cook's BMO Capital Markets Experience June 2014 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2014 - Present
Deloitte September 2013 - June 2014
Deloitte June 2012 - August 2012
Wells Fargo and Co. May 2011 - August 2011
Turnstyles Ticketing June 2010 - August 2010
Skills
Leadership, Event Planning, Microsoft Excel, Team Building, Management, Teamwork, Customer Service, Sales, Finance, Sales Operations
Education
Penn State University 2009 — 2013
Bachelor's degree, Finance
BMO Capital Markets June 2014 - Present
Deloitte September 2013 - June 2014
Deloitte June 2012 - August 2012
Wells Fargo and Co. May 2011 - August 2011
Turnstyles Ticketing June 2010 - August 2010
Skills
Leadership, Event Planning, Microsoft Excel, Team Building, Management, Teamwork, Customer Service, Sales, Finance, Sales Operations
Education
Penn State University 2009 — 2013
Bachelor's degree, Finance
Luc Fletcher Luc Fletcher's BMO Capital Markets Experience August 2015 - Present
Job Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets August 2015 - Present
CIT April 2014 - July 2015
Morgan Stanley August 2010 - March 2014
JPMorgan Chase & Co June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Analysis, Strategy, Strategic Financial...
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Economics
BMO Capital Markets August 2015 - Present
CIT April 2014 - July 2015
Morgan Stanley August 2010 - March 2014
JPMorgan Chase & Co June 2009 - August 2009
Skills
Capital Markets, Investment Banking, Financial Analysis, Strategy, Strategic Financial...
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Economics
Trevor Turnbull Trevor Turnbull's BMO Capital Markets Experience 2002 - 2004
Job Director, Gold and Precious Metals at Scotia Capital
Industry Capital Markets
Experience
Scotia Capital 2006 - Present
Wellington West Capital Markets 2004 - 2006
BMO Capital Markets 2002 - 2004
Barrick Gold Corporation 1999 - 2001
Maptek 1997 - 1999
Newmont Mining Corporation 1991 - 1997
Education
Queen's University 2001 — 2002
MBA, Finance
Queen's University 1994 — 1995
M.Sc., Mineral Exploration
The University of New Mexico 1984 — 1989
B.Sc., Geology
Scotia Capital 2006 - Present
Wellington West Capital Markets 2004 - 2006
BMO Capital Markets 2002 - 2004
Barrick Gold Corporation 1999 - 2001
Maptek 1997 - 1999
Newmont Mining Corporation 1991 - 1997
Education
Queen's University 2001 — 2002
MBA, Finance
Queen's University 1994 — 1995
M.Sc., Mineral Exploration
The University of New Mexico 1984 — 1989
B.Sc., Geology
Sanay Patel's BMO Capital Markets Experience February 2004 - January 2006
Job Consumer focused consultant and investor
Industry Consumer Services
Experience
Pravasa Partners LLC September 2015 - Present
Primo Water Corporation September 2014 - Present
Modjule LLC October 2013 - Present
Redbox June 2011 - October 2013
Position Tech, LLC June 2010 - May 2011
American Capital January 2006 - July 2008
BMO Capital Markets February 2004 - January 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Strategy, Business Planning, Acquisitions, Start-ups, Corporate Development, Financial Modeling, Financial Analysis, Business Strategy, Business Development, Marketing, Marketing Strategy, Valuation, Investment Banking, Product Marketing, Portfolio Management, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Entrepreneurship, Marketing
Northwestern University 1999 — 2003
Bachelors, Economics
Pravasa Partners LLC September 2015 - Present
Primo Water Corporation September 2014 - Present
Modjule LLC October 2013 - Present
Redbox June 2011 - October 2013
Position Tech, LLC June 2010 - May 2011
American Capital January 2006 - July 2008
BMO Capital Markets February 2004 - January 2006
Skills
Venture Capital, Private Equity, Entrepreneurship, Strategy, Business Planning, Acquisitions, Start-ups, Corporate Development, Financial Modeling, Financial Analysis, Business Strategy, Business Development, Marketing, Marketing Strategy, Valuation, Investment Banking, Product Marketing, Portfolio Management, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Entrepreneurship, Marketing
Northwestern University 1999 — 2003
Bachelors, Economics
Jonathan Merber Jonathan Merber's BMO Capital Markets Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Endorse.me March 2013 - June 2014
Edgewater Partners LLC September 2013 - March 2014
Arch Reinsurance Ltd January 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Economics, Healthcare, Insurance, Management, Financial Analysis, Strategic Planning, Analysis, Accounting, Negotiation, Spanish, Market Research, Access, Bloomberg, VBA, Data Analysis, Public Speaking
Education
Northwestern University 2012 — 2015
Bachelor of Arts, Economics
Livingston High School 2008 — 2012
Greenhill & Co. June 2015 - August 2015
Morgan Stanley September 2014 - December 2014
BMO Capital Markets June 2014 - August 2014
Endorse.me March 2013 - June 2014
Edgewater Partners LLC September 2013 - March 2014
Arch Reinsurance Ltd January 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Economics, Healthcare, Insurance, Management, Financial Analysis, Strategic Planning, Analysis, Accounting, Negotiation, Spanish, Market Research, Access, Bloomberg, VBA, Data Analysis, Public Speaking
Education
Northwestern University 2012 — 2015
Bachelor of Arts, Economics
Livingston High School 2008 — 2012
Christianne Micik Christianne Micik's BMO Capital Markets Experience October 2008 - May 2011
Job Executive Assistant at Fast Retailing
Industry Apparel & Fashion
Experience
Fast Retailing August 2015 - Present
Swarovski North America Limited August 2011 - July 2015
BMO Capital Markets October 2008 - May 2011
Education
Pace University 2004 — 2008
BA, Communications and Marketing
Fast Retailing August 2015 - Present
Swarovski North America Limited August 2011 - July 2015
BMO Capital Markets October 2008 - May 2011
Education
Pace University 2004 — 2008
BA, Communications and Marketing
Ronald Mark, MBA Ronald Mark, MBA's BMO Capital Markets Experience August 1991 - October 2013
Job Regional Fixed Income Specialist
Industry Financial Services
Experience
Large Financial Institution January 2015 - Present
SCORE Chicago April 2013 - Present
BMO Capital Markets August 1991 - October 2013
Nikko Securities International June 1987 - August 1991
Crocker National Bank 1984 - 1987
Crocker National Bank 1982 - 1984
Skills
Fixed Income, Equity Trading, Series 7, Hedging, Capital Markets, Securities, Cash Management, Bloomberg, Investment Banking, Risk Management, Investments, Treasury, Trading, Finance, FX Options, Employee Training, Mentoring, Team Mentoring, Fixed Income Analysis, Working Capital..., Communication, Writing, Investment Strategies, Tutoring, Teaching, Return on Investment..., Personal Finance, Blogging, Capital Markets Advisory, Funding Facilitation, Personal Investing, Money Markets, Derivatives, Banking, Equity Derivatives, Proprietary Trading, Market Risk, Structured Products, Bonds, Trading Systems, Equities, Money Market, Options
Education
UCLA Anderson School of Management 1979 — 1982
MBA, Finance
University of Wisconsin-Madison 1977 — 1979
B.S., Economics
Washington University in St. Louis 1975 — 1977
Nicolet High School 1971 — 1975
Northwestern University
Northwestern University
Large Financial Institution January 2015 - Present
SCORE Chicago April 2013 - Present
BMO Capital Markets August 1991 - October 2013
Nikko Securities International June 1987 - August 1991
Crocker National Bank 1984 - 1987
Crocker National Bank 1982 - 1984
Skills
Fixed Income, Equity Trading, Series 7, Hedging, Capital Markets, Securities, Cash Management, Bloomberg, Investment Banking, Risk Management, Investments, Treasury, Trading, Finance, FX Options, Employee Training, Mentoring, Team Mentoring, Fixed Income Analysis, Working Capital..., Communication, Writing, Investment Strategies, Tutoring, Teaching, Return on Investment..., Personal Finance, Blogging, Capital Markets Advisory, Funding Facilitation, Personal Investing, Money Markets, Derivatives, Banking, Equity Derivatives, Proprietary Trading, Market Risk, Structured Products, Bonds, Trading Systems, Equities, Money Market, Options
Education
UCLA Anderson School of Management 1979 — 1982
MBA, Finance
University of Wisconsin-Madison 1977 — 1979
B.S., Economics
Washington University in St. Louis 1975 — 1977
Nicolet High School 1971 — 1975
Northwestern University
Northwestern University
David Watt David Watt's BMO Capital Markets Experience 2001 - 2006
Job Chief Economist, Canada at HSBC Canada
Industry Investment Banking
Experience
HSBC Canada May 2012 - Present
RBC Capital Markets January 2007 - March 2012
BMO Capital Markets 2001 - 2006
Bank of Canada 1995 - 1998
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Markets, Financial Modeling, Economics, Investment Banking
Education
Queen's University 1991 — 1995
masters, economics
University of Western Ontario
HSBC Canada May 2012 - Present
RBC Capital Markets January 2007 - March 2012
BMO Capital Markets 2001 - 2006
Bank of Canada 1995 - 1998
Skills
Capital Markets, Fixed Income, Bloomberg, Financial Markets, Financial Modeling, Economics, Investment Banking
Education
Queen's University 1991 — 1995
masters, economics
University of Western Ontario
Pierre Lutfy Pierre Lutfy's BMO Capital Markets Experience 2008 - 2012
Job Director, Corporate Development at Groupe Dynamite
Industry Investment Banking
Experience
Groupe Dynamite 2013 - Present
McGill University Health Centre 2012 - Present
BMO Capital Markets 2008 - 2012
Genuity Capital Markets 2005 - 2008
Deloitte Consulting 2004 - 2005
Education
Queen's University 2000 — 2004
Bachelor of Commerce
ESC Toulouse
Exchange Program
Lycée Claudel
Groupe Dynamite 2013 - Present
McGill University Health Centre 2012 - Present
BMO Capital Markets 2008 - 2012
Genuity Capital Markets 2005 - 2008
Deloitte Consulting 2004 - 2005
Education
Queen's University 2000 — 2004
Bachelor of Commerce
ESC Toulouse
Exchange Program
Lycée Claudel
Anthony Prousis's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Venture Capital & Private Equity
Experience
BMO Capital Markets July 2015 - Present
New Coast Ventures June 2014 - Present
Energy Crossroads August 2013 - December 2013
Braxos Capital June 2013 - August 2013
Illinois Attorney General's Office June 2012 - September 2012
Lake Forest Country Club June 2008 - September 2012
Skills
Mergers & Acquisitions, Investments, Competitive Analysis, Analysis, Strategy, Social Media, Public Speaking
Education
Northwestern University 2011 — 2015
Bachelor of Science (BS), Economics
Danish Institute for Study Abroad 2013 — 2013
BMO Capital Markets July 2015 - Present
New Coast Ventures June 2014 - Present
Energy Crossroads August 2013 - December 2013
Braxos Capital June 2013 - August 2013
Illinois Attorney General's Office June 2012 - September 2012
Lake Forest Country Club June 2008 - September 2012
Skills
Mergers & Acquisitions, Investments, Competitive Analysis, Analysis, Strategy, Social Media, Public Speaking
Education
Northwestern University 2011 — 2015
Bachelor of Science (BS), Economics
Danish Institute for Study Abroad 2013 — 2013
Biff Norris's BMO Capital Markets Experience April 1999 - December 2007
Job Portfolio Strategy Securities Inc
Industry Financial Services
Experience
Cornerstone Capital Partners L.P. December 2011 - July 2013
Portfolio Securities Strategy Inc 2013 - 2013
Strategic Storytellers December 2010 - November 2011
BMO Capital Markets April 1999 - December 2007
Salomon Brothers November 1995 - December 1998
Scotia Capital October 1983 - October 1995
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Trading, Corporate Finance, Securities, Finance, Management, Marketing, Structured Finance, Investment Management, Sales, Capital Markets, Equities, Derivatives, Bloomberg, Investment Banking
Education
Queen's University 1979 — 1981
MBA, Finance
Queen's University 1976 — 1979
BA, Economics
Cornerstone Capital Partners L.P. December 2011 - July 2013
Portfolio Securities Strategy Inc 2013 - 2013
Strategic Storytellers December 2010 - November 2011
BMO Capital Markets April 1999 - December 2007
Salomon Brothers November 1995 - December 1998
Scotia Capital October 1983 - October 1995
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Trading, Corporate Finance, Securities, Finance, Management, Marketing, Structured Finance, Investment Management, Sales, Capital Markets, Equities, Derivatives, Bloomberg, Investment Banking
Education
Queen's University 1979 — 1981
MBA, Finance
Queen's University 1976 — 1979
BA, Economics
Justine Habkirk's BMO Capital Markets Experience July 2009 - July 2010
Job MBA Candidate, The Wharton School
Industry Venture Capital & Private Equity
Experience
CPP Investment Board June 2015 - August 2015
McKinsey & Company March 2012 - June 2014
Morgan Stanley August 2010 - January 2012
BMO Capital Markets July 2009 - July 2010
PwC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Queen's University 2005 — 2009
BComm, Finance, Accounting
Singapore Management University
Academic Exchange
CPP Investment Board June 2015 - August 2015
McKinsey & Company March 2012 - June 2014
Morgan Stanley August 2010 - January 2012
BMO Capital Markets July 2009 - July 2010
PwC May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General Management
Queen's University 2005 — 2009
BComm, Finance, Accounting
Singapore Management University
Academic Exchange
Nick Mordwinkin's BMO Capital Markets Experience August 2015 - Present
Job Biotechnology professional | Find me at the intersection of science and business
Industry Investment Banking
Experience
BMO Capital Markets August 2015 - Present
Miltenyi Biotec May 2014 - August 2015
BayBio March 2014 - June 2014
Oxbridge Biotech Roundtable February 2013 - May 2014
Stanford University School of Medicine June 2012 - May 2014
University of Southern California July 2007 - August 2008
University of Southern California July 2006 - June 2007
Holy Cross Hospital May 2005 - June 2006
BioScrip, Inc. May 2004 - May 2005
Skills
Biotechnology, Stem Cells, Molecular Biology, Entrepreneurship, Business Development, Consulting, Strategic Partnerships, Management, Marketing, Cell Biology, Valuation, Financial Modeling, Pharmacology, Cell Culture, In Vitro, In Vivo, Western Blotting, Flow Cytometry, Immunohistochemistry, Pharmacokinetics, ELISA, Diabetes, Regenerative Medicine, Drug Delivery, Confocal Microscopy, Mass Spectrometry, Bioinformatics, Drug Development, Pharmacists, RT-PCR, FACS, Immunofluorescence, Embryonic Stem Cells, Clinical Pharmacology, Sales, Pharmacodynamics, Oxidative Stress, Inflammation, Pharmaceutics, Toxicology, Drug Metabolism, Immune System, Angiogenesis, Statistics, Cardiovascular Disease, Clinical Pharmacy, Gestational Diabetes, Adult Stem Cells, Private Equity, Life Sciences
Education
Stanford University Graduate School of Business 2012 — 2013
Startup Garage
University of Southern California 2008 — 2012
Ph.D., Pharmaceutical Sciences
Nova Southeastern University 2000 — 2004
Pharm.D., Pharmacy
Nova Southeastern University 1998 — 2002
B.S., Biology, 3.4
Capistrano Valley High School 1994 — 1998
Diploma
BMO Capital Markets August 2015 - Present
Miltenyi Biotec May 2014 - August 2015
BayBio March 2014 - June 2014
Oxbridge Biotech Roundtable February 2013 - May 2014
Stanford University School of Medicine June 2012 - May 2014
University of Southern California July 2007 - August 2008
University of Southern California July 2006 - June 2007
Holy Cross Hospital May 2005 - June 2006
BioScrip, Inc. May 2004 - May 2005
Skills
Biotechnology, Stem Cells, Molecular Biology, Entrepreneurship, Business Development, Consulting, Strategic Partnerships, Management, Marketing, Cell Biology, Valuation, Financial Modeling, Pharmacology, Cell Culture, In Vitro, In Vivo, Western Blotting, Flow Cytometry, Immunohistochemistry, Pharmacokinetics, ELISA, Diabetes, Regenerative Medicine, Drug Delivery, Confocal Microscopy, Mass Spectrometry, Bioinformatics, Drug Development, Pharmacists, RT-PCR, FACS, Immunofluorescence, Embryonic Stem Cells, Clinical Pharmacology, Sales, Pharmacodynamics, Oxidative Stress, Inflammation, Pharmaceutics, Toxicology, Drug Metabolism, Immune System, Angiogenesis, Statistics, Cardiovascular Disease, Clinical Pharmacy, Gestational Diabetes, Adult Stem Cells, Private Equity, Life Sciences
Education
Stanford University Graduate School of Business 2012 — 2013
Startup Garage
University of Southern California 2008 — 2012
Ph.D., Pharmaceutical Sciences
Nova Southeastern University 2000 — 2004
Pharm.D., Pharmacy
Nova Southeastern University 1998 — 2002
B.S., Biology, 3.4
Capistrano Valley High School 1994 — 1998
Diploma
Jason Mills Jason Mills's BMO Capital Markets Experience September 2000 - March 2001
Job Managing Director at Canaccord Genuity
Industry Capital Markets
Experience
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Canaccord Genuity Inc. March 2007 - Present
First Albany Capital April 2003 - February 2007
Broadpoint Capital (First Albany Capital) 2003 - 2007
Broadpoint Securities Group 2003 - 2007
Thomas Weisel Partners March 2001 - March 2003
BMO Capital Markets September 2000 - March 2001
Preferred Capital Markets 1999 - 2000
Skills
Medical Devices, Financial Modeling, Financial Analysis, Equities, Research, Hedge Funds, Equity Research, Due Diligence, Valuation, Securities, Management, Investments, Venture Capital, Start-ups, Private Equity, Corporate Development, Investment Banking
Education
Yale University 1991 — 1995
BA, Economics
Ohio University 1995 — 1996
MA, Sports Administration
Debarshi Sengupta's BMO Capital Markets Experience 2006 - 2006
Job
Industry Industrial Automation
Experience
JBT Corporation August 2014 - Present
JBT Corporation January 2014 - August 2014
JBT Corporation January 2012 - January 2014
JBT Corporation August 2009 - January 2012
Banc of America Securities August 2007 - March 2009
BMO Capital Markets 2006 - 2006
Altera Corp. September 1998 - June 2005
Skills
Mergers, Financial Modeling, Business Strategy, Product Development, Corporate Development, Cross-functional Team..., Product Marketing, Business Development, Product Management, Competitive Analysis, Strategic Planning, Financial Analysis, Strategy, Venture Capital, M&A experience, Acquisition Integration, Valuation, Project Management, Due Diligence, Product Launch, Investor Relations, Financial Planning &...
Education
Kellogg School of Management 2005 — 2007
MBA, MEM
The University of Texas at Austin 1994 — 1998
Bachelor of Science (B.S.)
JBT Corporation August 2014 - Present
JBT Corporation January 2014 - August 2014
JBT Corporation January 2012 - January 2014
JBT Corporation August 2009 - January 2012
Banc of America Securities August 2007 - March 2009
BMO Capital Markets 2006 - 2006
Altera Corp. September 1998 - June 2005
Skills
Mergers, Financial Modeling, Business Strategy, Product Development, Corporate Development, Cross-functional Team..., Product Marketing, Business Development, Product Management, Competitive Analysis, Strategic Planning, Financial Analysis, Strategy, Venture Capital, M&A experience, Acquisition Integration, Valuation, Project Management, Due Diligence, Product Launch, Investor Relations, Financial Planning &...
Education
Kellogg School of Management 2005 — 2007
MBA, MEM
The University of Texas at Austin 1994 — 1998
Bachelor of Science (B.S.)
Stevan Maglic's BMO Capital Markets Experience 2005 - 2007
Job Senior Vice President at Regions Bank
Industry Capital Markets
Experience
Regions Bank March 2010 - Present
Merrill Lynch March 2007 - December 2008
BMO Capital Markets 2005 - 2007
Merrill Lynch 2000 - 2005
ABN AMRO 1998 - 2000
Skills
Credit, Bonds, Capital Markets, Alternative Investments, Financial Modeling, Structured Finance, Asset Management, Corporate Finance, Asset Managment, Interest Rate..., Stress Testing, Risk Analytics, Derivatives, Fixed Income, Portfolio Management, Financial Structuring, Credit Analysis, Securitization, Management, Treasury Management, Valuation, Private Equity, Investment Banking, Commercial Banking, Equities, Financial Analysis, Financial Risk, Enterprise Risk..., Hedging, Hedge Funds, Credit Risk, Bloomberg, Economic Capital, Credit Derivatives, Risk Management, Commercial Lending, Basel II, Investments, Market Risk
Education
Northwestern University
PhD, Physics
University of Colorado Boulder
BS, Physics
Regions Bank March 2010 - Present
Merrill Lynch March 2007 - December 2008
BMO Capital Markets 2005 - 2007
Merrill Lynch 2000 - 2005
ABN AMRO 1998 - 2000
Skills
Credit, Bonds, Capital Markets, Alternative Investments, Financial Modeling, Structured Finance, Asset Management, Corporate Finance, Asset Managment, Interest Rate..., Stress Testing, Risk Analytics, Derivatives, Fixed Income, Portfolio Management, Financial Structuring, Credit Analysis, Securitization, Management, Treasury Management, Valuation, Private Equity, Investment Banking, Commercial Banking, Equities, Financial Analysis, Financial Risk, Enterprise Risk..., Hedging, Hedge Funds, Credit Risk, Bloomberg, Economic Capital, Credit Derivatives, Risk Management, Commercial Lending, Basel II, Investments, Market Risk
Education
Northwestern University
PhD, Physics
University of Colorado Boulder
BS, Physics
Chris Balocca's BMO Capital Markets Experience July 2009 - June 2010
Job Market Intelligence Manager at Astellas Pharma US
Industry Pharmaceuticals
Experience
Astellas Pharma June 2014 - Present
ZS Associates July 2012 - June 2014
ZS Associates July 2010 - June 2012
BMO Capital Markets July 2009 - June 2010
BMO Capital Markets July 2006 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Due Diligence, Mergers, Business Valuation, Financial Analysis, Management Consulting, Market Research, Corporate Development
Education
Northwestern University - Kellogg School of Management 2013 — 2016
University of Iowa 2002 — 2006
B.B.A., Finance
Astellas Pharma June 2014 - Present
ZS Associates July 2012 - June 2014
ZS Associates July 2010 - June 2012
BMO Capital Markets July 2009 - June 2010
BMO Capital Markets July 2006 - June 2009
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Corporate Finance, Due Diligence, Mergers, Business Valuation, Financial Analysis, Management Consulting, Market Research, Corporate Development
Education
Northwestern University - Kellogg School of Management 2013 — 2016
University of Iowa 2002 — 2006
B.B.A., Finance
Matt Perrier's BMO Capital Markets Experience November 2013 - Present
Job Managing Director FX Sales at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets November 2013 - Present
BMO Capital Markets July 2000 - November 2013
CIBC World Markets October 1993 - June 2000
Skills
FX trading, FX Options, Electronic Trading, Capital Markets, Currency, Trading, Derivatives, Hedging, Interest Rate..., Risk Management, Options, Fixed Income, Financial Markets, Proprietary Trading, Market Risk, Trading Strategies, Portfolio Management, Financial Risk, Bloomberg, Investment Banking, Structured Finance, Hedge Funds, Financial Modeling, Commodity, Trading Systems, Equities
Education
Queen's University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Loyola 1980 — 1985
BMO Capital Markets November 2013 - Present
BMO Capital Markets July 2000 - November 2013
CIBC World Markets October 1993 - June 2000
Skills
FX trading, FX Options, Electronic Trading, Capital Markets, Currency, Trading, Derivatives, Hedging, Interest Rate..., Risk Management, Options, Fixed Income, Financial Markets, Proprietary Trading, Market Risk, Trading Strategies, Portfolio Management, Financial Risk, Bloomberg, Investment Banking, Structured Finance, Hedge Funds, Financial Modeling, Commodity, Trading Systems, Equities
Education
Queen's University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Loyola 1980 — 1985
Simone Stickler's BMO Capital Markets Experience October 2011 - April 2013
Job Financial Analyst, Food & Consumer Group at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - June 2015
BMO Harris Bank April 2013 - July 2014
BMO Capital Markets October 2011 - April 2013
InterVol October 2009 - August 2011
Skills
Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Dealogic, Salesforce.com, Siebel, Mac OS, CRM, QuickBooks, Whistling
Education
Northwestern University 2013 — 2014
Post-Baccalaureate Certificate, Business, 3.88/4.0
University of Notre Dame 2005 — 2009
BA, Music with Honors, Anthropology, 3.67/4.0
University College Dublin 2008 — 2008
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - June 2015
BMO Harris Bank April 2013 - July 2014
BMO Capital Markets October 2011 - April 2013
InterVol October 2009 - August 2011
Skills
Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Dealogic, Salesforce.com, Siebel, Mac OS, CRM, QuickBooks, Whistling
Education
Northwestern University 2013 — 2014
Post-Baccalaureate Certificate, Business, 3.88/4.0
University of Notre Dame 2005 — 2009
BA, Music with Honors, Anthropology, 3.67/4.0
University College Dublin 2008 — 2008
Brian Price's BMO Capital Markets Experience November 2012 - Present
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2012 - Present
BMO Capital Markets March 2010 - October 2012
Feldco May 2009 - February 2010
Nike June 2008 - August 2008
Oryx Capital July 2005 - August 2007
Citigroup July 2003 - July 2005
Skills
Private Equity, Fixed Income, Financial Modeling, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & Strategy
University of Notre Dame 1999 — 2003
BBA, Finance & Political Science
Maine South High School 1995 — 1999
BMO Capital Markets November 2012 - Present
BMO Capital Markets March 2010 - October 2012
Feldco May 2009 - February 2010
Nike June 2008 - August 2008
Oryx Capital July 2005 - August 2007
Citigroup July 2003 - July 2005
Skills
Private Equity, Fixed Income, Financial Modeling, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & Strategy
University of Notre Dame 1999 — 2003
BBA, Finance & Political Science
Maine South High School 1995 — 1999
Ann Marie Mitchell Wright's BMO Capital Markets Experience November 2014 - Present
Job Managing Director / Head; Compliance & Supervision at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets September 2013 - October 2014
BMO Capital Markets December 2012 - September 2013
BMO Capital Markets January 2006 - December 2012
BMO Harris Bank 2002 - 2004
BMO Harris Bank 2002 - 2004
Bank of America 1996 - January 2002
GE Capital June 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MS, Finance and Management Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Finance
St. Ignatius College Prep
BMO Capital Markets November 2014 - Present
BMO Capital Markets September 2013 - October 2014
BMO Capital Markets December 2012 - September 2013
BMO Capital Markets January 2006 - December 2012
BMO Harris Bank 2002 - 2004
BMO Harris Bank 2002 - 2004
Bank of America 1996 - January 2002
GE Capital June 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MS, Finance and Management Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Finance
St. Ignatius College Prep
Rajnish Behal's BMO Capital Markets Experience March 2010 - November 2012
Job Senior Analyst at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets November 2014 - Present
TD November 2012 - October 2014
BMO Capital Markets March 2010 - November 2012
CIBC February 2008 - March 2010
HP February 2005 - February 2008
Sun Microsystem/Treklogic 2004 - 2005
JCT 1994 - 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Quality Assurance
Education
Punjabi University 1990 — 1994
Govt school
RBC Capital Markets November 2014 - Present
TD November 2012 - October 2014
BMO Capital Markets March 2010 - November 2012
CIBC February 2008 - March 2010
HP February 2005 - February 2008
Sun Microsystem/Treklogic 2004 - 2005
JCT 1994 - 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Quality Assurance
Education
Punjabi University 1990 — 1994
Govt school
Boyang Chen's BMO Capital Markets Experience May 2010 - April 2012
Job Computer Software Professional
Industry Information Technology and Services
Experience
TELUS Health Solutions October 2013 - Present
TD Securities, TD Financial Group May 2012 - September 2013
BMO Capital Markets May 2010 - April 2012
Telus Health Solutions - backed by Emergis June 2008 - May 2010
BMO Capital Markets April 2007 - May 2008
Rogers Communications Inc April 2006 - March 2007
Davis+Henderson February 2004 - April 2006
EITOP March 2000 - September 2003
China Construction Bank August 1992 - February 2000
Skills
SOA, Java Enterprise Edition, Web Services, XML, Integration, UML, SDLC, Spring Framework, DB2
Education
Peking University 1988 — 1992
Bachelor of Science (B.Sc.), Mathematics
TELUS Health Solutions October 2013 - Present
TD Securities, TD Financial Group May 2012 - September 2013
BMO Capital Markets May 2010 - April 2012
Telus Health Solutions - backed by Emergis June 2008 - May 2010
BMO Capital Markets April 2007 - May 2008
Rogers Communications Inc April 2006 - March 2007
Davis+Henderson February 2004 - April 2006
EITOP March 2000 - September 2003
China Construction Bank August 1992 - February 2000
Skills
SOA, Java Enterprise Edition, Web Services, XML, Integration, UML, SDLC, Spring Framework, DB2
Education
Peking University 1988 — 1992
Bachelor of Science (B.Sc.), Mathematics
Nancy Miller's BMO Capital Markets Experience 2004 - 2008
Job Director at Private Family Office
Industry Venture Capital & Private Equity
Experience
Private Family Office August 2014 - Present
Simon Equity Partners January 2009 - July 2014
BMO Capital Markets 2004 - 2008
Sienna Ventures February 1998 - 2001
Maroley Media Group 1996 - 1998
PricewaterhouseCoopers 1990 - 1995
Skills
Private Equity, Venture Capital, Due Diligence, Start-ups, IPO
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Marketing, Management
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Management, Accounting, Marketing
Private Family Office August 2014 - Present
Simon Equity Partners January 2009 - July 2014
BMO Capital Markets 2004 - 2008
Sienna Ventures February 1998 - 2001
Maroley Media Group 1996 - 1998
PricewaterhouseCoopers 1990 - 1995
Skills
Private Equity, Venture Capital, Due Diligence, Start-ups, IPO
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Marketing, Management
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Management, Accounting, Marketing
Stuart Blankenhorn's BMO Capital Markets Experience 2010 - 2012
Job Strategic Advisor
Industry Telecommunications
Experience
Value Innovation, LLC 2014 - Present
Cricket Communications 2014 - 2014
Avondale 2012 - 2014
BMO Capital Markets 2010 - 2012
PNC Financial Services Group May 2009 - July 2010
Skills
Financial Modeling, Product Development, Product Management, Product Marketing, Financial Analysis, Consumer Financing, Credit Analysis, Mergers, Corporate Finance, Bloomberg, Series 7, Valuation
Education
Purdue University 2006 — 2010
BS, Biochemistry, Economics
Brebeuf Jesuit 2002 — 2006
Orchard
Value Innovation, LLC 2014 - Present
Cricket Communications 2014 - 2014
Avondale 2012 - 2014
BMO Capital Markets 2010 - 2012
PNC Financial Services Group May 2009 - July 2010
Skills
Financial Modeling, Product Development, Product Management, Product Marketing, Financial Analysis, Consumer Financing, Credit Analysis, Mergers, Corporate Finance, Bloomberg, Series 7, Valuation
Education
Purdue University 2006 — 2010
BS, Biochemistry, Economics
Brebeuf Jesuit 2002 — 2006
Orchard
Alex Bishop's BMO Capital Markets Experience April 2010 - August 2011
Job Barrister and Solicitor
Industry Law Practice
Experience
Lawyer January 2014 - Present
Hull & Hull LLP August 2012 - June 2013
BMO Capital Markets April 2010 - August 2011
Skills
Legal Research, Legal Writing, Legal Advice, Litigation, Securities Regulation, Civil Litigation, Mediation, Corporate Law, Dispute Resolution, Courts, Capital Markets, Joint Ventures, Securities, Arbitration
Education
Queen's University 2009 — 2012
J.D., Law
University of Toronto 2007 — 2009
Honours B.A., Canadian Studies
University of King's College 2004 — 2005
Foundation Year Programme
Upper Canada College 1994 — 2004
International Baccalaureate
Lawyer January 2014 - Present
Hull & Hull LLP August 2012 - June 2013
BMO Capital Markets April 2010 - August 2011
Skills
Legal Research, Legal Writing, Legal Advice, Litigation, Securities Regulation, Civil Litigation, Mediation, Corporate Law, Dispute Resolution, Courts, Capital Markets, Joint Ventures, Securities, Arbitration
Education
Queen's University 2009 — 2012
J.D., Law
University of Toronto 2007 — 2009
Honours B.A., Canadian Studies
University of King's College 2004 — 2005
Foundation Year Programme
Upper Canada College 1994 — 2004
International Baccalaureate
Keith. Bachman's BMO Capital Markets Experience June 2007 - Present
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
Eric Lai's BMO Capital Markets Experience July 1998 - January 2000
Job Senior Director, Head of FX Electronic Trading Technology, CIBC
Industry Banking
Experience
CIBC April 2013 - Present
TD Securities August 2008 - April 2013
TD Securities September 2004 - August 2008
Numerix January 2003 - September 2004
RBC Capital Markets February 2000 - January 2003
BMO Capital Markets July 1998 - January 2000
BMO Capital Markets September 1997 - July 1998
Skills
Banking, Risk Management, Retail Banking, Commercial Banking, Fixed Income, Capital Markets, SDLC, Business Analysis
Education
Queen's University
Master's degree, Physics
University of Toronto - University of Trinity College
Bachelor of Applied Science (B.A.Sc.), Physics and Mathematics
CIBC April 2013 - Present
TD Securities August 2008 - April 2013
TD Securities September 2004 - August 2008
Numerix January 2003 - September 2004
RBC Capital Markets February 2000 - January 2003
BMO Capital Markets July 1998 - January 2000
BMO Capital Markets September 1997 - July 1998
Skills
Banking, Risk Management, Retail Banking, Commercial Banking, Fixed Income, Capital Markets, SDLC, Business Analysis
Education
Queen's University
Master's degree, Physics
University of Toronto - University of Trinity College
Bachelor of Applied Science (B.A.Sc.), Physics and Mathematics
Pat Behnke's BMO Capital Markets Experience 2008 - 2009
Job CFO Managing Director, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2008 - 2009
Morgan Stanley Investment Management 1991 - 2008
L.F. Rothschild & Co. 1988 - 1990
Carteret Savings Bank 1986 - 1988
Arthur Andersen & Co. 1982 - 1986
Skills
Restructuring, Hedge Funds, Asset Management, Mergers, Capital Markets
Education
Penn State University 1978 — 1982
B.S.
BMO Capital Markets 2008 - 2009
Morgan Stanley Investment Management 1991 - 2008
L.F. Rothschild & Co. 1988 - 1990
Carteret Savings Bank 1986 - 1988
Arthur Andersen & Co. 1982 - 1986
Skills
Restructuring, Hedge Funds, Asset Management, Mergers, Capital Markets
Education
Penn State University 1978 — 1982
B.S.
Graham Watt's BMO Capital Markets Experience 1997 - 2013
Job Principal at Bolton Capital Canada Inc.
Industry Investment Banking
Experience
Bolton Capital Canada Inc. 2013 - Present
BMO Capital Markets 1997 - 2013
TD Securities Inc. 1993 - 1997
CIBC World Markets 1986 - 1993
Skills
Bonds, Interest Rate..., Bloomberg, Capital Markets, Options, Financial Services, Swaps, Investments, Risk Management, Valuation
Education
Princeton University 1981 — 1985
Bolton Capital Canada Inc. 2013 - Present
BMO Capital Markets 1997 - 2013
TD Securities Inc. 1993 - 1997
CIBC World Markets 1986 - 1993
Skills
Bonds, Interest Rate..., Bloomberg, Capital Markets, Options, Financial Services, Swaps, Investments, Risk Management, Valuation
Education
Princeton University 1981 — 1985
Brian Haldane's BMO Capital Markets Experience October 2006 - June 2008
Job Vice President / Middle Market Lending at Bank of America
Industry Banking
Experience
Bank of America August 2008 - Present
BMO Capital Markets October 2006 - June 2008
Comerica Bank July 2002 - September 2006
Skills
Underwriting, Commercial Deal..., Portfolio Management, Relationship Management, Financial Analysis, Modeling, Risk Management, Commercial Banking, Middle Market, Financial Sponsors, Leveraged Lending
Education
Purdue University 1996 — 2000
B.S., Management and Finance
Purdue University - Krannert School of Management 1996 — 2000
B.S., Management
Bank of America August 2008 - Present
BMO Capital Markets October 2006 - June 2008
Comerica Bank July 2002 - September 2006
Skills
Underwriting, Commercial Deal..., Portfolio Management, Relationship Management, Financial Analysis, Modeling, Risk Management, Commercial Banking, Middle Market, Financial Sponsors, Leveraged Lending
Education
Purdue University 1996 — 2000
B.S., Management and Finance
Purdue University - Krannert School of Management 1996 — 2000
B.S., Management
Randy Sampson's BMO Capital Markets Experience January 2015 - Present
Job Senior Information Consultant at BMO Capital Markets
Industry Research
Experience
BMO Capital Markets January 2015 - Present
BMO Capital Markets April 2001 - Present
Buzz MSP January 2000 - April 2001
Ernst & Young January 1998 - January 2000
University of Chicago January 1989 - January 1998
Skills
Research, Public Speaking, Microsoft Office, Project Management, Analysis, Social Media, Editing, Nonprofits, Teaching, Sales
Education
Penn State University 1980 — 1984
B.A., Speech Communications
BMO Capital Markets January 2015 - Present
BMO Capital Markets April 2001 - Present
Buzz MSP January 2000 - April 2001
Ernst & Young January 1998 - January 2000
University of Chicago January 1989 - January 1998
Skills
Research, Public Speaking, Microsoft Office, Project Management, Analysis, Social Media, Editing, Nonprofits, Teaching, Sales
Education
Penn State University 1980 — 1984
B.A., Speech Communications
Andrew Papierz's BMO Capital Markets Experience 2000 - 2012
Job Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2000 - 2012
Canadian Derivatives Clearing Corporation (CDCC) 1993 - 1999
Skills
Equities, Investments, Securities, Asset Managment, Investment Strategies, Portfolio Management, ETFs, Capital Markets, Asset Allocation, Investment Advisory
Education
Queen's University
Master of Business Administration (MBA)
BMO Capital Markets 2000 - 2012
Canadian Derivatives Clearing Corporation (CDCC) 1993 - 1999
Skills
Equities, Investments, Securities, Asset Managment, Investment Strategies, Portfolio Management, ETFs, Capital Markets, Asset Allocation, Investment Advisory
Education
Queen's University
Master of Business Administration (MBA)
Erica Chan's BMO Capital Markets Experience February 2014 - Present
Job Vice President, Compliance at BMO Capital Markets
Industry Law Practice
Experience
BMO Capital Markets February 2014 - Present
BMO Capital Markets February 2013 - February 2014
RBC Capital Markets February 2011 - February 2012
Bennett Best Burn LLP September 2009 - January 2011
Sun & Partners Professional Corporation July 2007 - February 2009
Paul Lee & Associates September 2005 - February 2007
Skills
Civil Litigation, Commercial Litigation, Business Law, Securities Law, Policy drafting, Securities Regulation, Legal Writing, Policy Writing, Mergers & Acquisitions
Education
Queen's University 2002 — 2005
Juris Doctor
University of Toronto - University College 1999 — 2002
Bachelor of Commerce
BMO Capital Markets February 2014 - Present
BMO Capital Markets February 2013 - February 2014
RBC Capital Markets February 2011 - February 2012
Bennett Best Burn LLP September 2009 - January 2011
Sun & Partners Professional Corporation July 2007 - February 2009
Paul Lee & Associates September 2005 - February 2007
Skills
Civil Litigation, Commercial Litigation, Business Law, Securities Law, Policy drafting, Securities Regulation, Legal Writing, Policy Writing, Mergers & Acquisitions
Education
Queen's University 2002 — 2005
Juris Doctor
University of Toronto - University College 1999 — 2002
Bachelor of Commerce
Craig Profusek's BMO Capital Markets Experience 2006 - 2008
Job Product Analyst at UBS Investment Bank (AIS)
Industry Financial Services
Experience
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
David Worniak's BMO Capital Markets Experience July 2013 - August 2013
Job Sr. Investment Research Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors July 2014 - Present
4086 Advisors August 2013 - July 2014
BMO Capital Markets July 2013 - August 2013
BMO Capital Markets January 2012 - July 2013
Harris Bank August 2010 - January 2012
Harris Bank March 2009 - August 2010
Harris Bank July 2006 - March 2009
HSBC May 2005 - August 2005
Alpha Baking May 2004 - August 2004
Skills
Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Credit, Portfolio Management, Financial Modeling, Credit Risk, Intex, Private Placements, Bonds, Risk Management, Risk, Capital Markets, Compliance, Risk Analysis, Asset Backed Securities, Moody's KMV, Due Diligence, Financial Risk, Finance, Loans, Securities, LBO, Investments
Education
CFA Institute
Level III Candidate in the CFA Program
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance, Change & Leadership Management
Purdue University 2001 — 2005
Management, Finance, Marketing
Queensland University of Technology 2003 — 2003
Management
Benet Academy 1998 — 2001
4086 Advisors July 2014 - Present
4086 Advisors August 2013 - July 2014
BMO Capital Markets July 2013 - August 2013
BMO Capital Markets January 2012 - July 2013
Harris Bank August 2010 - January 2012
Harris Bank March 2009 - August 2010
Harris Bank July 2006 - March 2009
HSBC May 2005 - August 2005
Alpha Baking May 2004 - August 2004
Skills
Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Credit, Portfolio Management, Financial Modeling, Credit Risk, Intex, Private Placements, Bonds, Risk Management, Risk, Capital Markets, Compliance, Risk Analysis, Asset Backed Securities, Moody's KMV, Due Diligence, Financial Risk, Finance, Loans, Securities, LBO, Investments
Education
CFA Institute
Level III Candidate in the CFA Program
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance, Change & Leadership Management
Purdue University 2001 — 2005
Management, Finance, Marketing
Queensland University of Technology 2003 — 2003
Management
Benet Academy 1998 — 2001
Jamie Thomson's BMO Capital Markets Experience July 2008 - January 2010
Job Director, Operations & Special Projects
Industry Investment Banking
Experience
GMP Securities March 2015 - Present
GMP Securities April 2012 - March 2015
Cintas February 2010 - March 2012
BMO Capital Markets July 2008 - January 2010
Department of National Defence July 1995 - July 2008
Education
Queen's University 2007 — 2008
MBA
Royal Military College of Canada/Collège militaire royal du Canada 1995 — 1999
B Eng, Civil
GMP Securities March 2015 - Present
GMP Securities April 2012 - March 2015
Cintas February 2010 - March 2012
BMO Capital Markets July 2008 - January 2010
Department of National Defence July 1995 - July 2008
Education
Queen's University 2007 — 2008
MBA
Royal Military College of Canada/Collège militaire royal du Canada 1995 — 1999
B Eng, Civil
John Merriman's BMO Capital Markets Experience 2014 - Present
Job BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
US Bank 2010 - 2014
JPMorgan Chase 1990 - 2010
Mellon Bank 1984 - 1990
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Capital Markets, Cash Management, Banking, Relationship Management, Treasury Management, Risk Management, Credit, Loans, Investments, Financial Services, Credit Analysis
Education
Penn State University
BS
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
BMO Capital Markets 2014 - Present
US Bank 2010 - 2014
JPMorgan Chase 1990 - 2010
Mellon Bank 1984 - 1990
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Commercial Banking, Capital Markets, Cash Management, Banking, Relationship Management, Treasury Management, Risk Management, Credit, Loans, Investments, Financial Services, Credit Analysis
Education
Penn State University
BS
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Lloyd Baron's BMO Capital Markets Experience 2006 - Present
Job Vice President at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets 2006 - Present
BNP Paribas 2003 - 2005
UBS Warburg 2001 - 2002
Education
Kellogg Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Kenyon College 1997 — 2001
Economics
BMO Capital Markets 2006 - Present
BNP Paribas 2003 - 2005
UBS Warburg 2001 - 2002
Education
Kellogg Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, General
Kenyon College 1997 — 2001
Economics
Olivier Ruta's BMO Capital Markets Experience December 2012 - Present
Job Vice President at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets December 2012 - Present
BMO Capital Markets March 2010 - December 2012
Bank of America Merrill Lynch February 2009 - March 2010
Merrill Lynch Canada May 2006 - February 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg
Education
University of Toronto - Rotman School of Management 2005 — 2006
MFE, Financial Economics
Queen's University 2004 — 2005
B.A., Economics
Queen's University 2000 — 2004
B.Sc.H., Mathematics and Statistics
BMO Capital Markets December 2012 - Present
BMO Capital Markets March 2010 - December 2012
Bank of America Merrill Lynch February 2009 - March 2010
Merrill Lynch Canada May 2006 - February 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg
Education
University of Toronto - Rotman School of Management 2005 — 2006
MFE, Financial Economics
Queen's University 2004 — 2005
B.A., Economics
Queen's University 2000 — 2004
B.Sc.H., Mathematics and Statistics
Drew Barr's BMO Capital Markets Experience May 2012 - Present
Job Mining Investment Banking Analyst
Industry Mining & Metals
Experience
BMO Capital Markets May 2012 - Present
Queen's University September 2010 - April 2012
BMO Capital Markets May 2011 - August 2011
Kinross Gold Corporation May 2010 - August 2010
Gemcom Software International May 2007 - May 2010
Skills
Whittle, Surpac, Real Options, Mining, Geological Mapping, Base Metals, Gold, Mineral Exploration, Mergers, Geology, Due Diligence, Financial Analysis, Minerals, Software, Business Strategy, VBA, Financial Modeling, Project Management
Education
Queen's University 2003 — 2007
BSc, Mining
Malvern 1999 — 2003
High School Diploma, Ontario Scholar
BMO Capital Markets May 2012 - Present
Queen's University September 2010 - April 2012
BMO Capital Markets May 2011 - August 2011
Kinross Gold Corporation May 2010 - August 2010
Gemcom Software International May 2007 - May 2010
Skills
Whittle, Surpac, Real Options, Mining, Geological Mapping, Base Metals, Gold, Mineral Exploration, Mergers, Geology, Due Diligence, Financial Analysis, Minerals, Software, Business Strategy, VBA, Financial Modeling, Project Management
Education
Queen's University 2003 — 2007
BSc, Mining
Malvern 1999 — 2003
High School Diploma, Ontario Scholar
Dan Noble's BMO Capital Markets Experience July 1998 - December 2008
Job Director at CitiBank Canada
Industry Capital Markets
Experience
Citi June 2012 - Present
Vlaad and Company September 2011 - July 2012
Noble Risk Consulting 2010 - September 2011
BMO Capital Markets July 1998 - December 2008
Bank of Montreal November 1990 - July 1998
ScotiaMcLeod Inc July 1987 - November 1990
Skills
Derivatives, Hedging, Capital Markets, Financial Structuring, Commodity, Risk Management, Options, Proprietary Trading, Financial Modeling, Market Risk, Energy, Financial Risk, Investments, Oil/Gas, Portfolio Management, FX Options, Natural Gas, Foreign Exchange, Structured Products, Finance, Swaps, Fixed Income, Commodity Markets, Valuation, Interest Rate..., Financial Markets
Education
Queen's University 1981 — 1985
BSCH
Citi June 2012 - Present
Vlaad and Company September 2011 - July 2012
Noble Risk Consulting 2010 - September 2011
BMO Capital Markets July 1998 - December 2008
Bank of Montreal November 1990 - July 1998
ScotiaMcLeod Inc July 1987 - November 1990
Skills
Derivatives, Hedging, Capital Markets, Financial Structuring, Commodity, Risk Management, Options, Proprietary Trading, Financial Modeling, Market Risk, Energy, Financial Risk, Investments, Oil/Gas, Portfolio Management, FX Options, Natural Gas, Foreign Exchange, Structured Products, Finance, Swaps, Fixed Income, Commodity Markets, Valuation, Interest Rate..., Financial Markets
Education
Queen's University 1981 — 1985
BSCH
Emily Gessner's BMO Capital Markets Experience February 2004 - September 2009
Job Senior Financial Analyst at Delphi
Industry Investment Banking
Experience
Delphi April 2015 - Present
G2 Capital Advisors June 2014 - April 2015
Delphi November 2011 - July 2014
The Northern Trust Company September 2009 - November 2011
BMO Capital Markets February 2004 - September 2009
Education
University of Chicago 2008 — 2011
MBA, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (BA), Economics
Delphi April 2015 - Present
G2 Capital Advisors June 2014 - April 2015
Delphi November 2011 - July 2014
The Northern Trust Company September 2009 - November 2011
BMO Capital Markets February 2004 - September 2009
Education
University of Chicago 2008 — 2011
MBA, Finance
Northwestern University 1999 — 2003
Bachelor of Arts (BA), Economics
Rose Metzger's BMO Capital Markets Experience 1996 - 2007
Job Banker
Industry Investment Management
Experience
Z Capital Partners, L.L.C. January 2009 - October 2010
Bank of Montreal 1996 - 2007
BMO Capital Markets 1996 - 2007
Education
Northwestern University - Kellogg School of Management
Masters, Business
Z Capital Partners, L.L.C. January 2009 - October 2010
Bank of Montreal 1996 - 2007
BMO Capital Markets 1996 - 2007
Education
Northwestern University - Kellogg School of Management
Masters, Business
Andrew Macpherson, CPA, CA's BMO Capital Markets Experience July 2015 - Present
Job Associate, Debt Capital Markets at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets October 2013 - July 2015
PwC September 2010 - September 2013
PwC May 2008 - August 2009
Barometer Capital Management May 2007 - August 2007
Mercer June 2006 - August 2006
Skills
IFRS, Financial Reporting, Assurance, Internal Controls, Finance
Education
Queen's University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Universiteit Antwerpen 2009 — 2009
International Exchange, Applied Economic Sciences
Canadian Securities Institute® (CSI)
Canadian Securities Course (CSC)
Chartered Financial Analyst® (CFA) Institute
BMO Capital Markets July 2015 - Present
BMO Capital Markets October 2013 - July 2015
PwC September 2010 - September 2013
PwC May 2008 - August 2009
Barometer Capital Management May 2007 - August 2007
Mercer June 2006 - August 2006
Skills
IFRS, Financial Reporting, Assurance, Internal Controls, Finance
Education
Queen's University 2006 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Universiteit Antwerpen 2009 — 2009
International Exchange, Applied Economic Sciences
Canadian Securities Institute® (CSI)
Canadian Securities Course (CSC)
Chartered Financial Analyst® (CFA) Institute
Frank Myers's BMO Capital Markets Experience July 2006 - July 2008
Job Vice President of Finance and Operations at S&S Activewear, Americana Sportswear, & EVA Sportswear
Industry Apparel & Fashion
Experience
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
S&S Activewear November 2009 - Present
Valor Equity Partners July 2008 - October 2009
BMO Capital Markets July 2006 - July 2008
Harris myCFO June 2005 - August 2005
UBS June 2004 - August 2004
Skills
Mergers & Acquisitions, Mergers, Finance, Financial Modeling, Venture Capital, Cash Management, Corporate Finance, Valuation, Strategic Planning, Due Diligence, Financial Analysis, Private Equity, Marketing Strategy, Forecasting, Capital Markets, Investments, Management
Education
Northwestern University 2002 — 2006
BA, Economics
Blake
James Zhang's BMO Capital Markets Experience December 2012 - Present
Job Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2012 - Present
BMO Capital Markets July 2010 - December 2012
Georgian Partners July 2009 - September 2009
University of Toronto January 2007 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Capital Markets, Capital IQ, Investment Banking, Corporate Finance, Equity Research, Equities, Bloomberg Terminal, Economics, Derivatives, Business Valuation, Fixed Income
Education
University of Toronto - Rotman School of Management 2008 — 2009
Masters of Financial Economics
University of Toronto 2005 — 2009
Bachelor of Commerce
Purdue University 2004 — 2005
Management / Accounting
maru-a-pula
BMO Capital Markets December 2012 - Present
BMO Capital Markets July 2010 - December 2012
Georgian Partners July 2009 - September 2009
University of Toronto January 2007 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Capital Markets, Capital IQ, Investment Banking, Corporate Finance, Equity Research, Equities, Bloomberg Terminal, Economics, Derivatives, Business Valuation, Fixed Income
Education
University of Toronto - Rotman School of Management 2008 — 2009
Masters of Financial Economics
University of Toronto 2005 — 2009
Bachelor of Commerce
Purdue University 2004 — 2005
Management / Accounting
maru-a-pula
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
Tamim Abdul Majid's BMO Capital Markets Experience July 2010 - March 2011
Job Associate at OCA Ventures
Industry Accounting
Experience
OCA Ventures July 2014 - Present
freebeePay, Inc. July 2012 - July 2013
BMO Capital Markets July 2010 - March 2011
KPMG LLP March 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Private Equity, Due Diligence, Mergers, Investment Banking, Financial Reporting, Accounting, Start-ups, Finance, Business Valuation, Mergers & Acquisitions, Tax
Education
Purdue University 2002 — 2007
BS, Management and Accounting, Finance Minor
OCA Ventures July 2014 - Present
freebeePay, Inc. July 2012 - July 2013
BMO Capital Markets July 2010 - March 2011
KPMG LLP March 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Private Equity, Due Diligence, Mergers, Investment Banking, Financial Reporting, Accounting, Start-ups, Finance, Business Valuation, Mergers & Acquisitions, Tax
Education
Purdue University 2002 — 2007
BS, Management and Accounting, Finance Minor
Pam Denton's BMO Capital Markets Experience 2005 - Present
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2005 - Present
TD Securities August 1999 - June 2005
Education
CFA Institute 2002 — 2004
CFA
Queen's University 1995 — 1999
BComm
BMO Capital Markets 2005 - Present
TD Securities August 1999 - June 2005
Education
CFA Institute 2002 — 2004
CFA
Queen's University 1995 — 1999
BComm
Hao Yan Li's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Capital Markets July 2012 - Present
BMO Capital Markets May 2011 - August 2011
Guosen Securities Co. Ltd. June 2010 - September 2010
Acorn International June 2009 - August 2009
Education
Queen's University 2008 — 2012
Bachelor, Finance, Cumulative Average 88.5; GPA 3.95/4.3
The University of Manchester 2010 — 2011
Bachelor, Finance, First Class Honour
CFA Institute
CFA Level II Candidate
BMO Capital Markets July 2015 - Present
BMO Capital Markets July 2012 - Present
BMO Capital Markets May 2011 - August 2011
Guosen Securities Co. Ltd. June 2010 - September 2010
Acorn International June 2009 - August 2009
Education
Queen's University 2008 — 2012
Bachelor, Finance, Cumulative Average 88.5; GPA 3.95/4.3
The University of Manchester 2010 — 2011
Bachelor, Finance, First Class Honour
CFA Institute
CFA Level II Candidate
Carl Blackman's BMO Capital Markets Experience March 2006 - December 2008
Job Partner, Midstream Capital Partners
Industry Oil & Energy
Experience
Midstream Capital Partners February 2013 - Present
ConocoPhillips December 2008 - Present
BMO Capital Markets March 2006 - December 2008
Etna Energy Services April 2003 - March 2006
Noble Energy 1989 - 1999
Skills
Petroleum, Energy, Financial Analysis, Natural Gas, Financial Modeling, SAP, Risk Management, Gas, Forecasting, Oil/Gas, Commodity Markets, Upstream, Commodity, Financial Reporting, Corporate Finance, Trading, Energy Industry, Analysis, Valuation, Due Diligence, Hedging, Finance, Capital Markets, Financial Risk, Energy Markets, Derivatives
Education
Oklahoma State University 1974 — 1979
MBA, Finance, Marketing
Midstream Capital Partners February 2013 - Present
ConocoPhillips December 2008 - Present
BMO Capital Markets March 2006 - December 2008
Etna Energy Services April 2003 - March 2006
Noble Energy 1989 - 1999
Skills
Petroleum, Energy, Financial Analysis, Natural Gas, Financial Modeling, SAP, Risk Management, Gas, Forecasting, Oil/Gas, Commodity Markets, Upstream, Commodity, Financial Reporting, Corporate Finance, Trading, Energy Industry, Analysis, Valuation, Due Diligence, Hedging, Finance, Capital Markets, Financial Risk, Energy Markets, Derivatives
Education
Oklahoma State University 1974 — 1979
MBA, Finance, Marketing
Christopher Gaynor's BMO Capital Markets Experience 2014 - Present
Job Vice President, Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
James Sourbeer's BMO Capital Markets Experience August 2010 - July 2012
Job Director, Corporate Development at PGi
Industry Computer Software
Experience
PGi May 2014 - Present
ICG Group January 2013 - January 2014
BMO Capital Markets August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - August 2010
Skills
CFA Level 3 Candidate, M&A analysis, Financial Modeling, DCF Valuation, Corporate Finance, Consumer Products, Portfolio Management, Investment Banking, Alternative Investments, Structured Finance, Recapitalizations, Equities, Fixed Income, Valuation, Microsoft Excel, Bloomberg, Capital IQ, FactSet, Thompson One, Series 79, Series 63, Due Diligence, Analysis, Mergers & Acquisitions, Finance, Private Equity
Education
Northwestern University 2004 — 2008
B.A., Economics
PGi May 2014 - Present
ICG Group January 2013 - January 2014
BMO Capital Markets August 2010 - July 2012
Bank of America Merrill Lynch July 2008 - August 2010
Skills
CFA Level 3 Candidate, M&A analysis, Financial Modeling, DCF Valuation, Corporate Finance, Consumer Products, Portfolio Management, Investment Banking, Alternative Investments, Structured Finance, Recapitalizations, Equities, Fixed Income, Valuation, Microsoft Excel, Bloomberg, Capital IQ, FactSet, Thompson One, Series 79, Series 63, Due Diligence, Analysis, Mergers & Acquisitions, Finance, Private Equity
Education
Northwestern University 2004 — 2008
B.A., Economics
Bill Jackett, MPA, CTP's BMO Capital Markets Experience July 2003 - January 2010
Job Vice President, Head of International Cash Management, Royal Bank of Scotland, Canada
Industry Banking
Experience
The Royal Bank of Scotland N.V., (Canada) Branch January 2010 - Present
BMO Capital Markets July 2003 - January 2010
Carreker Corporation June 2000 - June 2003
TD Bank June 1994 - June 2000
CIBC June 1987 - June 1994
CIBC June 1981 - June 1987
Skills
Sales Management, Channel Management, Product Management, Channel Partners, Relationship Management, Cash Management, Direct Sales, Team Leadership, Business Planning, Capital Markets, Liquidity Management, Management, Business Process, Cross-functional Team..., Business Strategy, Business Analysis, Financial Institutions, Strategic Planning, Swaps, CRM, Derivatives, Start-ups, Syndications, Marketing Strategy, Banking, Pricing, Team Building, Portfolio Management, FX Options, Commercial Banking, Product Development, Negotiation, Account Management, Treasury Services, Salesforce.com, Forecasting, Contract Negotiation, Process Improvement, Budgets, Fixed Income, Financial Markets, Management Consulting, New Business Development, Financial Services, Sales, Marketing, Project Management, Treasury Management, Trade Finance, Vendor Management
Education
Queen's University 1973 — 1978
BA(HON), MPA, Life Sciences, Economics, Public Administration
Queen's University
Master's degree, Public Administration
The Royal Bank of Scotland N.V., (Canada) Branch January 2010 - Present
BMO Capital Markets July 2003 - January 2010
Carreker Corporation June 2000 - June 2003
TD Bank June 1994 - June 2000
CIBC June 1987 - June 1994
CIBC June 1981 - June 1987
Skills
Sales Management, Channel Management, Product Management, Channel Partners, Relationship Management, Cash Management, Direct Sales, Team Leadership, Business Planning, Capital Markets, Liquidity Management, Management, Business Process, Cross-functional Team..., Business Strategy, Business Analysis, Financial Institutions, Strategic Planning, Swaps, CRM, Derivatives, Start-ups, Syndications, Marketing Strategy, Banking, Pricing, Team Building, Portfolio Management, FX Options, Commercial Banking, Product Development, Negotiation, Account Management, Treasury Services, Salesforce.com, Forecasting, Contract Negotiation, Process Improvement, Budgets, Fixed Income, Financial Markets, Management Consulting, New Business Development, Financial Services, Sales, Marketing, Project Management, Treasury Management, Trade Finance, Vendor Management
Education
Queen's University 1973 — 1978
BA(HON), MPA, Life Sciences, Economics, Public Administration
Queen's University
Master's degree, Public Administration
Lauren Lavorato's BMO Capital Markets Experience August 2007 - February 2009
Job Risk Issues and Initiatives Manager at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2015 - Present
BMO Harris Bank August 2013 - Present
Bank of Montreal February 2009 - August 2013
BMO Capital Markets August 2007 - February 2009
Deutsche Bank Securities June 2006 - August 2007
Skills
Loans, Loan Origination, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Credit Risk, Credit, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Restructuring, Commercial Banking, Financial Structuring, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance/Management in Organizations/Entrepreneurship, 3.92
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accounting and Finance
BMO Financial Group September 2015 - Present
BMO Harris Bank August 2013 - Present
Bank of Montreal February 2009 - August 2013
BMO Capital Markets August 2007 - February 2009
Deutsche Bank Securities June 2006 - August 2007
Skills
Loans, Loan Origination, Investment Banking, Capital Markets, Financial Modeling, Credit Analysis, Credit Risk, Credit, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Restructuring, Commercial Banking, Financial Structuring, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance/Management in Organizations/Entrepreneurship, 3.92
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS, Accounting and Finance
Edmond Choi's BMO Capital Markets Experience February 2015 - Present
Job PhD, Quant at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2015 - Present
TD Securities January 2012 - February 2015
CIBC September 2005 - September 2007
Skills
Financial Engineering, Market Risk, Quantitative Analytics, Derivatives, Quantitative Finance, Fixed Income, Monte Carlo Simulation, Capital Markets, Equities, VBA, Equity Derivatives, Credit Derivatives, Options, Interest Rate...
Education
Princeton University 2007 — 2012
PhD, Operations Research and Financial Engineering
University of Toronto 2004 — 2005
Masters, Mathematical Finance
University of Waterloo 2000 — 2004
Bachelor, Mathematics
BMO Capital Markets February 2015 - Present
TD Securities January 2012 - February 2015
CIBC September 2005 - September 2007
Skills
Financial Engineering, Market Risk, Quantitative Analytics, Derivatives, Quantitative Finance, Fixed Income, Monte Carlo Simulation, Capital Markets, Equities, VBA, Equity Derivatives, Credit Derivatives, Options, Interest Rate...
Education
Princeton University 2007 — 2012
PhD, Operations Research and Financial Engineering
University of Toronto 2004 — 2005
Masters, Mathematical Finance
University of Waterloo 2000 — 2004
Bachelor, Mathematics
Daniel Siré's BMO Capital Markets Experience July 2015 - Present
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
CIBC April 2014 - August 2014
Fisheries and Oceans Canada January 2010 - August 2013
University of Ottawa September 2008 - August 2009
Canada Food Inspection Agency July 2007 - August 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Financial Analysis, Management, French, Econometrics, TeamMate, Stata, Corporate Finance, Macroeconomics, PowerPoint, Presentations, Financial Markets, Risk Management, Financial Modeling, Financial Statement..., Accounting
Education
University of Toronto - Rotman School of Management 2013 — 2014
Master of Financial Economics
University of Ottawa 2007 — 2009
Management, Finance
Queen's University 2003 — 2007
BscH, Biology
BMO Capital Markets July 2015 - Present
CIBC April 2014 - August 2014
Fisheries and Oceans Canada January 2010 - August 2013
University of Ottawa September 2008 - August 2009
Canada Food Inspection Agency July 2007 - August 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Financial Analysis, Management, French, Econometrics, TeamMate, Stata, Corporate Finance, Macroeconomics, PowerPoint, Presentations, Financial Markets, Risk Management, Financial Modeling, Financial Statement..., Accounting
Education
University of Toronto - Rotman School of Management 2013 — 2014
Master of Financial Economics
University of Ottawa 2007 — 2009
Management, Finance
Queen's University 2003 — 2007
BscH, Biology
Robert Gallant's BMO Capital Markets Experience September 2012 - July 2013
Job Relationship Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation June 2014 - Present
J.P. Morgan July 2013 - June 2014
BMO Capital Markets September 2012 - July 2013
JP Morgan Chase April 2011 - September 2012
Skills
Equity Derivatives, Bloomberg, Derivatives Trading, Financial Modeling, Finance, Equities, Relationship Management, Credit Derivatives, Hedge Funds, Private Equity, Interest Rate..., Derivatives, Financial Analysis, Fixed Income, Microsoft Office
Education
Penn State University 2006 — 2010
B.A., Finance
fair lawn high school
Northern Trust Corporation June 2014 - Present
J.P. Morgan July 2013 - June 2014
BMO Capital Markets September 2012 - July 2013
JP Morgan Chase April 2011 - September 2012
Skills
Equity Derivatives, Bloomberg, Derivatives Trading, Financial Modeling, Finance, Equities, Relationship Management, Credit Derivatives, Hedge Funds, Private Equity, Interest Rate..., Derivatives, Financial Analysis, Fixed Income, Microsoft Office
Education
Penn State University 2006 — 2010
B.A., Finance
fair lawn high school
Philip Enan's BMO Capital Markets Experience August 2011 - September 2013
Job VP, Global Corporate Development at ACE Group
Industry Insurance
Experience
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
Nancy Mills, MBA, CMA's BMO Capital Markets Experience November 2003 - December 2007
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2014 - Present
RBC Capital Markets June 2011 - December 2013
Bank of Montreal May 2008 - June 2011
Bank of Montreal December 2007 - May 2008
BMO Capital Markets November 2003 - December 2007
BMO Capital Markets January 1999 - September 2002
Skills
Vendor Management, Project Management, Capital Markets, Project Planning, Contract Negotiation, Analysis, Business Strategy, Leadership, Management, New Business Development, Derivatives, Portfolio Management, Business Analysis, Communication, Strategy, Risk Management, Financial Services, Process Engineering and..., Financial Analysis,..., Project Management..., Marketing Strategy &..., Contract Negotiations, Dodd Frank, Non-profit Volunteering, Volunteering
Education
Institute of Chartered Accountants of Ontario
Chartered Professional Accountant
Wilfrid Laurier University 2001 — 2004
MBA, Accounting
Society of Management Accountants of Ontario
Certified Management Accountant, Accounting
Queen's University 1992 — 1996
Honours Bachelor of Arts
RBC Capital Markets January 2014 - Present
RBC Capital Markets June 2011 - December 2013
Bank of Montreal May 2008 - June 2011
Bank of Montreal December 2007 - May 2008
BMO Capital Markets November 2003 - December 2007
BMO Capital Markets January 1999 - September 2002
Skills
Vendor Management, Project Management, Capital Markets, Project Planning, Contract Negotiation, Analysis, Business Strategy, Leadership, Management, New Business Development, Derivatives, Portfolio Management, Business Analysis, Communication, Strategy, Risk Management, Financial Services, Process Engineering and..., Financial Analysis,..., Project Management..., Marketing Strategy &..., Contract Negotiations, Dodd Frank, Non-profit Volunteering, Volunteering
Education
Institute of Chartered Accountants of Ontario
Chartered Professional Accountant
Wilfrid Laurier University 2001 — 2004
MBA, Accounting
Society of Management Accountants of Ontario
Certified Management Accountant, Accounting
Queen's University 1992 — 1996
Honours Bachelor of Arts
S. Craig West's BMO Capital Markets Experience March 2013 - Present
Job Mining Specialty, Equity Sales
Industry Financial Services
Experience
BMO Capital Markets March 2013 - Present
GMP Securities March 2007 - January 2013
UBS Investment Bank January 2004 - March 2007
Skills
Valuation, Equity Research, Equities, Capital Markets, Equity Sales, Investment Banking, Hedge Funds, Equity Valuation, Financial Modeling, Fixed Income, Bloomberg
Education
Queen's University
Master of Business Administration (MBA), Finance, General
Queen's University
Bachelor of Applied Science (B.A.Sc.), Mining and Mineral Engineering
BMO Capital Markets March 2013 - Present
GMP Securities March 2007 - January 2013
UBS Investment Bank January 2004 - March 2007
Skills
Valuation, Equity Research, Equities, Capital Markets, Equity Sales, Investment Banking, Hedge Funds, Equity Valuation, Financial Modeling, Fixed Income, Bloomberg
Education
Queen's University
Master of Business Administration (MBA), Finance, General
Queen's University
Bachelor of Applied Science (B.A.Sc.), Mining and Mineral Engineering
Keith Leavy's BMO Capital Markets Experience March 2002 - April 2015
Job Senior Compliance Professional
Industry Financial Services
Experience
BMO Capital Markets March 2002 - April 2015
CIBC World Markets December 1996 - August 2001
Skills
Compliance Management, Leadership, Compliance Policies, Compliance Procedures, Compliance Surveillance..., Compliance Training, Capital Markets, Securities, AML, Securities Compliance, SEC Regulation, Dodd-Frank, FINRA, Banking Regulatons, Equities, Equity Trading, Equity Research, Fixed Income, High yield Corporate..., U.S. Treasury Securities, Leverage Finance..., Municipal Securities, Primary Government..., Investment Banking, Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Private Placements, Private Equity, Public Finance, Corporate Banking, Derivatives, Leveraged Finance, Managing Conflicts of..., Regulatory Risk..., Problem Solving, Trading Systems, Bloomberg, Series 7, General Securities..., Municipal Securities..., Registered Options..., General securities..., Compliance Controls
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration & Accounting
St. John's University School of Law
Juris Doctor (J.D.), Law
BMO Capital Markets March 2002 - April 2015
CIBC World Markets December 1996 - August 2001
Skills
Compliance Management, Leadership, Compliance Policies, Compliance Procedures, Compliance Surveillance..., Compliance Training, Capital Markets, Securities, AML, Securities Compliance, SEC Regulation, Dodd-Frank, FINRA, Banking Regulatons, Equities, Equity Trading, Equity Research, Fixed Income, High yield Corporate..., U.S. Treasury Securities, Leverage Finance..., Municipal Securities, Primary Government..., Investment Banking, Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Private Placements, Private Equity, Public Finance, Corporate Banking, Derivatives, Leveraged Finance, Managing Conflicts of..., Regulatory Risk..., Problem Solving, Trading Systems, Bloomberg, Series 7, General Securities..., Municipal Securities..., Registered Options..., General securities..., Compliance Controls
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Business Administration & Accounting
St. John's University School of Law
Juris Doctor (J.D.), Law
Jiwon Moon, CFA's BMO Capital Markets Experience September 2010 - February 2014
Job Senior Vice President at Associated Bank
Industry Banking
Experience
Associated Bank March 2014 - Present
BMO Capital Markets September 2010 - February 2014
BMO Capital Markets 2006 - 2010
Pepco Energy Services 2004 - 2006
Skills
Derivatives, Financial Risk, Credit, Commodity, Trading, Structured Finance, Bonds, Commodity Markets, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Credit Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance and Management
University of Virginia - McIntire School of Commerce
2003, Commerce, Finance and International Business
Associated Bank March 2014 - Present
BMO Capital Markets September 2010 - February 2014
BMO Capital Markets 2006 - 2010
Pepco Energy Services 2004 - 2006
Skills
Derivatives, Financial Risk, Credit, Commodity, Trading, Structured Finance, Bonds, Commodity Markets, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Credit Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance and Management
University of Virginia - McIntire School of Commerce
2003, Commerce, Finance and International Business
Blackstock R.Jackson's BMO Capital Markets Experience 2003 - 2012
Job Director of Research
Industry Investment Banking
Experience
BMO Capital Markets 2003 - 2012
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Valuation, Equity Valuation, Fixed Income, Capital IQ, High Yield, Financial Modeling, Derivatives, Hedge Funds
Education
Northwestern University - Kellogg School of Management
Masters of Management
Whitman College
Bachelor of Arts (B.A.), Economics
BMO Capital Markets 2003 - 2012
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Valuation, Equity Valuation, Fixed Income, Capital IQ, High Yield, Financial Modeling, Derivatives, Hedge Funds
Education
Northwestern University - Kellogg School of Management
Masters of Management
Whitman College
Bachelor of Arts (B.A.), Economics
Conor Roddy's BMO Capital Markets Experience May 2015 - Present
Job Student at Williams College
Industry Banking
Experience
BMO Capital Markets May 2015 - Present
State Street Global Advisors June 2014 - August 2014
Skills
Microsoft Office, Management, Event Planning, Team Building, Team Leadership, Leadership, Outlook, Windows, Public Relations, Facebook, Social Networking, Time Management, Inventory Management, Data Entry, Customer Satisfaction, Microsoft Windows 98
Education
Williams College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2014 — 2014
Economics
Medfield High School 2008 — 2012
BMO Capital Markets May 2015 - Present
State Street Global Advisors June 2014 - August 2014
Skills
Microsoft Office, Management, Event Planning, Team Building, Team Leadership, Leadership, Outlook, Windows, Public Relations, Facebook, Social Networking, Time Management, Inventory Management, Data Entry, Customer Satisfaction, Microsoft Windows 98
Education
Williams College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Queen Mary, U. of London 2014 — 2014
Economics
Medfield High School 2008 — 2012
Joan Spiotto's BMO Capital Markets Experience July 2007 - Present
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets July 2007 - Present
ABN AMRO Bank N.V. July 2002 - April 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
BMO Capital Markets July 2007 - Present
ABN AMRO Bank N.V. July 2002 - April 2005
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Analytic Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
Roma Cravens's BMO Capital Markets Experience April 2014 - Present
Job Administrative Assistant
Industry Banking
Experience
BMO Capital Markets April 2014 - Present
Bank of America 2002 - 2011
Skills
Administrative..., Calendars, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Spreadsheets, Travel Arrangements, Concur, SharePoint, Meeting Planning, Office Management, Invoicing, Customer Service, Expense Management, Expense Reports, Time & Attendance, Supply Management, Microsoft Office, Administration, Event Planning, Office Administration, Time Management, Accounts Payable, Data Entry, Administrative..., Teamwork, Receptionist Duties, Event Management, QuickBooks, Team Building, Customer Satisfaction, Retail Banking, Training, Credit, Loans, Relationship Management, Risk Management, Public Speaking, Strategic Planning
Education
Palm Beach Community College
Associate's Degree
BMO Capital Markets April 2014 - Present
Bank of America 2002 - 2011
Skills
Administrative..., Calendars, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Spreadsheets, Travel Arrangements, Concur, SharePoint, Meeting Planning, Office Management, Invoicing, Customer Service, Expense Management, Expense Reports, Time & Attendance, Supply Management, Microsoft Office, Administration, Event Planning, Office Administration, Time Management, Accounts Payable, Data Entry, Administrative..., Teamwork, Receptionist Duties, Event Management, QuickBooks, Team Building, Customer Satisfaction, Retail Banking, Training, Credit, Loans, Relationship Management, Risk Management, Public Speaking, Strategic Planning
Education
Palm Beach Community College
Associate's Degree
Joseph Malo's BMO Capital Markets Experience August 2010 - Present
Job Team Lead at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2010 - Present
The Salem Group July 2009 - August 2010
Skills
Anti Money Laundering, AML, KYC, USA PATRIOT Act, Microsoft Office, Process Improvement, Data Analysis, Risk Management, Accounting, Finance, Financial Analysis
Education
Purdue University Calumet 2005 — 2008
Bachelor of Science (BS), Accounting and Finance
Purdue University 2003 — 2005
BMO Capital Markets August 2010 - Present
The Salem Group July 2009 - August 2010
Skills
Anti Money Laundering, AML, KYC, USA PATRIOT Act, Microsoft Office, Process Improvement, Data Analysis, Risk Management, Accounting, Finance, Financial Analysis
Education
Purdue University Calumet 2005 — 2008
Bachelor of Science (BS), Accounting and Finance
Purdue University 2003 — 2005
Arthur Rodier's BMO Capital Markets Experience 2012 - 2013
Job
Industry Investment Management
Experience
BNP Paribas July 2015 - Present
OppenheimerFunds June 2014 - August 2014
BMO Capital Markets 2012 - 2013
Skills
Finance, International Economics, Financial Econometrics, Econometric Modeling, R, Matlab, C++, Microsoft Office, Microsoft Excel, Bloomberg Terminal
Education
Princeton University 2013 — 2015
Master's Degree, Finance
York University - Schulich School of Business 2008 — 2012
Bachelor's Degree, International Business
Università Commerciale 'Luigi Bocconi' 2010 — 2011
Exchange Program
BNP Paribas July 2015 - Present
OppenheimerFunds June 2014 - August 2014
BMO Capital Markets 2012 - 2013
Skills
Finance, International Economics, Financial Econometrics, Econometric Modeling, R, Matlab, C++, Microsoft Office, Microsoft Excel, Bloomberg Terminal
Education
Princeton University 2013 — 2015
Master's Degree, Finance
York University - Schulich School of Business 2008 — 2012
Bachelor's Degree, International Business
Università Commerciale 'Luigi Bocconi' 2010 — 2011
Exchange Program
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS